1. Enterprise Integration in Sakai 2.4 An overview of what’s new and (hopefully) improved

2. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Sakai Basics: What needs integrating? Users Groups of users Institutional structures (Schools, Departments, Courses, etc)

3. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Sakai Basics: Enterprise Integration Options Bulk load the Sakai database –Uses web services and/or quartz jobs to populate users, create sites, and maintain site & group memberships Providers –Calls out to enterprise systems at runtime –(not all providers are integration oriented)

4. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Enterprise Integration Options Pros & Cons In Sakai < 2.4, bulk loading and providers have no impact on users In Sakai 2.4, providers give new capabilities to course tools –Section Info can maintain sections automatically –Roster can display course & enrollment info –More tools in the pipeline that will rely on runtime access to enterprise data

5. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Automated Section Creation w/ Provider Approach to Integration

6. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Student enrollment data w/ Provider Approach to Integration

7. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Pre-2.4 Integration Providers UserDirectoryProvider –Integrates Sakai with your user directory GroupProvider (formerly RealmProvider) –Provides group IDs and memberships to Sakai CourseManagementProvider –Decorates the group IDs with course data, instructors, and enrollments

8. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Changes in 2.4 UserDirectoryProvider –No changes GroupProvider (formerly RealmProvider) –Now configured OOTB to use the CM service (more on that soon) CourseManagementProvider –Removed, replaced with CM service SectionFieldManager –Poorly named (should have been SectionFieldProvider) provider for Site Info / WS Setup tool

9. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley I. Users

10. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley UserDirectoryProvider Relatively mature API Examples and documentation in the source code, confluence, sakai-dev mail list, etc See /component/src/webapp/WEB-INF/components.xml

11. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley II. Groups of Users

12. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Group Provider Exposes enterprise defined groups in Sakai –Map getGroupRolesForUser(String userId); –Map getUserRolesForGroup(String id); –String preferredRole(String one, String other); Defines how to do compound group IDs –String packId(String[] ids); –String[] unpackId(String id);

13. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley GroupProvider (continued) Pre-2.4, no OOTB Group Provider impl. In 2.4, GroupProvider must be configured to map between enterprise-defined roles and Sakai roles

14. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Group Provider (continued) OOTB Implementation maps hierarchical enterprise memberships to flat Sakai site & group memberships –Resolves roles in higher level structures –Resolves roles based on enrollment status –Resolves roles based on instructor status

15. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley CM impl. of the Group Provider (continued)

16. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley CM impl. of the Group Provider (continued) From https://source.sakaiproject.org/svn/providers/tags/sakai_2-4-0/component/src/webapp/WEB-INF/components.xmlhttps://source.sakaiproject.org/svn/providers/tags/sakai_2-4-0/component/src/webapp/WEB-INF/components.xml

17. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley III. Institutional Structures

18. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Institutional Structures in the UI

19. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Replacing the Legacy CMProvider CourseManagementService –Models an institution of higher education Academic Sessions (Terms, Semesters, etc) Course Sets (Schools, Departments, etc) Courses, Sections, Enrollments, Memberships, etc SectionFieldManager –Should be named SectionFieldProvider –Allows Site Info / WS Setup to construct Enterprise IDs from user input

20. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley CourseManagementService Sakai 2.4 comes with a hibernate-based reference implementation Institutions may: –Use the RI, populating the hibernate tables with the CourseManagementAdministration API –Use the RI, customizing the hibernate mappings to your custom DB schema –Write a custom implementation of the CM API

21. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley CM Implementations UC Berkeley –Spring JDBC against Oracle Views from SIS Stanford –RI, loading tables via XML feeds from SIS UC Davis –RI against Oracle views from SIS Others, see http://confluence.sakaiproject.org/confluence/x/Apc

22. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley SectionFieldManager Simple provider that translates from user input to Section EIDs

23. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Institutional Decisions Bulk add users vs UserDirectoryProvider –All accounts are internal to Sakai UserDirectoryService.addUser(String id, String eid) –Allows access to externally defined users Requires a UserDirectoryProvider implementation

24. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Institutional Decisions Course Site & Section Creation –Automated, based on institutional structures Requires either CM or some custom data feed –Manual (custom), as required by Instructors Requires a CM implementation Requires a SectionFieldManager implementation

25. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Tasks for using the Provider Approach to Integration Implement (or borrow) a UserDirectoryProvider Implement CM Service Configure the GroupProvider –How do institutional roles map to Sakai roles –How does enrollment status affect Sakai roles –Which Sakai roles take precedence over others Implement SectionFieldManager Email jholtzman@berkeley.edu for helpjholtzman@berkeley.edu

26. Enterprise Integration in Sakai 2.4 Josh Holtzman, UC Berkeley Questions, Comments, Discussion