User Group 2015

Version 5Features &

Infrastructure Enhancements

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Agenda

Brief history on PMN development leading up the Version 5

V5 Major new usability features

V5 Infrastructure improvements

More Information on V5

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V5 - Version History 2008 2009 2010 2011 2012 2013 2014 2015 2016

Version 1 (2008/09) – Prototype Distributed research network application Was secure, but buggy

Version 1

Version 2 (2010/11) - Stability Make it stable Make it maintainable

Version 2

Version 3 (2012/13) - Extensibility Request plugin framework with data adapters User can have multiple roles Organize activities around Project security context

Version 3

Version 4 (2014/15) – Stability and Functionality Fix bugs in V3 functionality Query Composer initial release

Version 4

Version 5 (2015) Usability Features Infrastructure Upgrades Performance Improvements

Version 5

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V5 - Usability Features

Workflow

Request Templates

Task Manager

Query Composer

Task Task Task

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V5 - Usability Features : Workflow

Purpose / Objectives Allow automation of real world workflows Increase security and efficiency in processing requests Provide a framework for new workflows Enhanced Auditing

Current Workflows Default, used for legacy request types Modular Program - Sentinel Summary Table Query - Sentinel User Account Provisioning

Architecture Custom Engine Table / Code Driven Reusable workflow steps called Activities Activities rendered in a Task template view User actions for each step in the workflow is configured

in the Project / Request Type panel

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V5 - Usability Features : Request Templates

Purpose / Objective Moving away from old style menu-based request types,

standardizing queries around the Query Composer Provide a way for users to easily develop QC form based

queries using predefined templates

Predefine concepts and criteria groups Uses the query composer to develop what a request will

look like as a starting point when the request is created Customize requests by limiting the concepts and groups

allowed the investigator is allowed to query

Create New Request Types Select a template and a workflow to drive it Choose terms available for users Add the new request type to projects

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V5 - Usability Features : Task Manager

Purpose / Objective Standardize the query cycle workflow processes Notify users when an activity requires their attention Allows workflows to be driven to completion Incorporates communication and document sharing

capabilities

Task Task Task

Task Manager Panel Located on the home page Displays a list of tasks for the logged in user across

requests Allows the user to navigate to their task

Task Form Common form template used to render workflow steps Consists of header containing Summary and Assignment

panels Body consists of tabbed form containing Overview,

Description, Task Step, Comments, Documents, History

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V5 - Usability Features : Query Composer

User Defined Criteria Groups Save pre-defined expressions into a library for use in

future queries

New JSON Expression Format Used for all request types Extend format by adding new term types

PCORI Specific Features Added terms for PCORI Common Data Model Developed a PCORI CDM Data Adapter

Purpose / Objective Provide a consistent user experience for all request types Standardize request message format Upgrade the client software stack

Redesigned UI Layout Clearly identify relationships between concepts Improved panel layout and button styles

MDPHnet Specific Features Add population projection tool using Census data

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V5 - Infrastructure Enhancements

Platform Web API Extensions API

Solution Stack Restructuring UI API ADA

PTER

Resource

s

DataMart Client Refactoring

Authorization System Revision

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V5 - Infrastructure Enhancements: Authorization System Revision

Purpose / Objective Solve performance problem Improve code maintainability and extensibility Better user interface for granting rights

Improved Usability Reconciliation of access rights Organized access rights by area within tabs Template Security Groups for reference or copy User Security Guide document for best practices

Migration Scripts Used to convert version 4 databases to new scheme

Revised Security System Redesigned Data Structures Code level security objects Exponential increase in performance throughout the

application

Resources

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V5 - Infrastructure Enhancements: Solution Stack Restructuring

Purpose / Objective Increase productivity, decrease maintenance costs Modernize software stack Streamline client / server messaging UI API ADA

PTER

Resource

s

New MVVM Client Stack ASP Web API formalization Data Transfer Objects HTML 5 / CSS3 Knockout for object bindings Kendo UI for controls; buttons, sortable / searchable

grids, tabbed panels Typescript for strongly typed JavaScript Bootstrap UI framework for interoperability

Reorganized VS Solutions Solutions separated based on functional area API Solution Resources Solution UI Solution Adapter Solution

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Infrastructure Enhancements: Platform Web API Extensions

Purpose / Objective Separation of concerns between the user interface and

the service layer Develop a comprehensive REST interface to the service

layer Allow integration of foreign applications

API

Upgraded Server Stack Moving from MVC design to MVVM and Web API ASP.MVC V5 SQL Server 2012 Visual Studio 2013 .NET Entity Framework 6 / Code First

Platform API Revisions Consolidated DMC / Portal API Replaced the SOAP WCF service with the RESTful Web API Expanded API to support client side AJAX calls Still MVC but moving towards a Single Page Application

design Documented the API methods

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Infrastructure Enhancements: DataMart Client Refactoring

Purpose / Objective Reduce DMC deployments to data partners Allow incremental changes to common data models Automatic SQL generation for primary DBMS vendors

Data Adapter Framework Improvements Introduce a standardized sand-boxed data adapter model New adapters based on Entity Framework Adapters dynamically downloaded Adapters versioned with side-by-side execution

New Data Adapters PCORI Data adapter Revised REST Gateway Adapter

Deployment Improvements One-Click Deployments (auto update turned off) Off-line installers for organizations who will not allow

online deployment

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Features Infrastructure Enhancements: More Information

Visit the PopMedNet Wiki Release Notes / New Features for list and screen shots of

new features in V5

Block 1 Break-out Sessions See what a production hosting environment looks like in

the security best practices session A look at integrating PopMedNet into your research

environment Advice on how best to govern your network

Block 2 Break-out Sessions Open Source session to sort out bringing more

contributors into the development cycle Learn about our team approach to developing

PopMedNet using an SDLC process See some of the future challenges and solutions in

growing PopMedNet networks

User Group 2015

Version 5Features &

Infrastructure Enhancements