© 2004, the trustees of indiana university kuali project architecture ja-sig december 7, 2004 james...

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© 2004, The Trustees of Indiana Universi Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

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Page 1: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Kuali Project Architecture

JA-SIG

December 7, 2004

James Thomas

Manager, Systems Integration

Indiana University

Page 2: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Session Agenda

• Kuali Project Overview (brief)

• Service Oriented Architecture

• Kuali Development Methodology

• Standard Tools and Frameworks

• Key Infrastructure: Portal & Workflow

Page 3: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Kuali Project Overview

Page 4: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Overview

Kuali – kitchen wok; humble utensil

Community Source Project

See www.kualiproject.org for details

Page 5: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Overview

Develop a comprehensive suite of financial software to serve the needs of higher education. Modules include:

Chart of Accounts PurchasingGeneral Ledger Accounts PayableGeneral Accounting Cash Receipting/DisbursementAccounts Receivable Travel Req/ReimbursementCapital Asset Mgmnt E-CommercePre/Post-Award Admin Budget ConstructionAuxiliary Accounting Workflow (infrastructure)

Page 6: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Overview

Project Status

Work has already begun

“Official” kickoff in January 2005

Two-year development plan

Page 7: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Kuali Project Architecture

Page 8: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Architecture

Key Objectives• Design highly functional and flexible software

• Technology choices based on industry standard, open source, and “proven” solutions

• Deliver applications via loosely-coupled components and services with clearly defined APIs

• Leverage core “IT assets”

• Emphasize code re-use/reduce redundancy

Page 9: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Architecture

Service Oriented Architecture (SOA)

• Services are loosely coupled.

• Services have well-defined interfaces and

are reusable.

• Focus on business processes

Page 10: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Page 11: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Architecture

Benefits of SOA

• Improved ROI – some reusable components will outlive applications

• Easier to maintain code base

• Code Mobility

Page 12: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Architecture

Benefits of SOA (continued)

• Can support multiple clients - browser or “rich client”

• Services can be assembled to build new applications faster

• Independent layers make development by different groups easier using standard APIs

Page 13: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Kuali Development Methodology

Page 14: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

Problems with previous methodologies• Process driven• Difficult to keep up with changes• Time consuming• Inefficient• Sometimes less than satisfactory results• Inflexible – requirements do change

Page 15: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

What’s wrong with this picture?

Where is our focus?

Our goal is to develop software that works for our customers

Page 16: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

Development Methodology for delivering working software

• Flexible (b/c the only certainty is change)• Efficient• Results-Oriented• People-Centered• Feedback Driven• Sustainable

Page 17: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

Strategy• Plan for shorter development cycles• Embrace change• Developers and functional experts should

work together continuously• Open communication• Quality software builds trust and faith• Keep it simple/avoid over-engineering

Page 18: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

One Possibility: Test-Driven Development (TDD)

• TDD is a lightweight methodology emphasizing fast, incremental development and writing tests before writing code

• Start with small pieces of functionality and then build the app little-by-little (red/green/refactor)

Page 19: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

Benefits of TDD• Code that works! • Immediate feedback on design decisions• Flexibility• Users provide input “as you go”• Confident programmers• Fully testable code base• Clean and maintainable code

Page 20: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Methodology

Exploring other concepts from• Agile Processes• Extreme Programming (XP)

Learning and adapting as we go

Like the results thus far

Page 21: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Kuali Standard Tools and Frameworks

Page 22: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Tools/Frameworks

Standards• Java 2 Enterprise Edition (J2EE)• XML/XSLT

Tools/Frameworks• Struts/JSTL• Spring• Object Relational Bridge (OJB)• jUnit and jMeter• Log4J

Page 23: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Platforms

• Web Server: Linux, Apache

• Application Server: Linux, Tomcat 5

• DBMS: Oracle *

*avoiding triggers, stored procedures, proprietary data types, etc. in order to achieve database independence

Page 24: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Key Kuali InfrastructurePortal & Workflow

Page 25: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Enterprise Portal

Kuali services will be designed to be delivered via a standard enterprise portal framework

Access to “Action List” service for managing electronic transactions (eDocs) via enterprise workflow

Page 26: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Power of Workflow

A general-purpose infrastructure for conducting mediated transactions with electronic documents (eDocs)

Quick, easy, and accurate routing

Automate University business rules

Complete Audit Trail

Page 27: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

OneStart Workflow

EXAMPLE:

OneStart Workflow is currently routing over 1,800 eDocs/day and 55,000/mo

Human Resources eDocs previously requiring 1 to 2 weeks to process have been approved in < 1 hour

38 different types of eDocs from 3 diff apps

Page 28: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Workflow Lessons

Causes re-evaluation of current business processes. Are they efficient?

No more “Bottleneck Bills”.

We see Workflow…

…everywhere!

Page 29: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Conclusions

Page 30: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Conclusions

Kuali Partners are committed to:

Community Source Software

Service Oriented Architecture

Iterative and Flexible Methodology

Open Standards

Enterprise Application Integration

Page 31: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Conclusion

We are genuinely excited about the challenges and the possibilities!!!

Page 32: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Want technical details?

Attend this session TODAY (12/7/04):

“Pragmatic Application Building: Step-By-Step”

Build IT Track

2:00 to 3:00PM

Presenter: Jay Sissom

Indiana University

Page 33: © 2004, The Trustees of Indiana University Kuali Project Architecture JA-SIG December 7, 2004 James Thomas Manager, Systems Integration Indiana University

© 2004, The Trustees of Indiana University

Questions?

James Thomas

Manager, Systems Integration

University Information Systems

Indiana University

[email protected]