Transcript Kuali PowerPoint

Technical Overview for “Functionals”
(Kuali-eze…It’s a Foreign Language!)
James Smith, University of Arizona
Barbara Sutton, Cornell University
Agenda
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What’s the Point?
Acronyms
Tech Talk
Concepts
Infrastructure
Flexibility
Confused?
What’s the Point?
It helps to understand, “just a little…”
Connect the dots
Increase your self-confidence
Resume booster & social status enhancer
Impress tech staff & reduce “glaze-over” effect
Put some teeth into your technical requests
Broaden your social circle
Acronyms
How many K-Acronyms?
Acronyms
K: The Projects (4.x)
KFS - Kuali Financial System
KEM – Kuali Endowment Management
KC(RA) – Kuali Coeus (Research Admin)
KRice – Kuali Rice
KS – Kuali Student
Acronyms
K: The Infrastructure - Rice (5)
KEN – Kuali Enterprise Notification
KEW – Kuali Enterprise Workflow
KIM – Kuali Identity Management
KNS – Kuali Nervous System
KSB – Kuali Service Bus
Acronyms
K: The Councils & Miscellaneous (6)
KCFC – Kuali Coeus Functional Council
KFFC – Kuali Financials Functional Council
KSFC – Kuali Student Functional Council
KIT – Kuali Integration Team*
KTC – Kuali Technical Council*
KTD – Kuali Test Drive
*currently being restructured into a new Kuali Rice governance
model – more to come on this in the future!
Acronyms
Non-K: The People
BA or LBA – Business Analyst (lead)
CA – Commercial Affiliate
DM – Development Manager
ED – Executive Director
LD – Lead Developer
PM – Project Manager
SME – Subject Matter Expert
Acronyms
Non-K: The Terms
DD – Data Dictionary
ERD – Entity Relationship Diagram
JPA – Java Persistence Architecture
OJB – Object Relational Bridge
OLRT – Online Real Time
Tech Talk
What do these have in common with Kuali?
Tech Talk
Java!
Tech Talk
Tech Talk
• What is Java and why do we care?
Tech Talk
What else do we use?
Struts
Helps draw the screens
Controls application flow
Spring
Flexibility!!!
Transaction management
Tech Talk
OJB - Object Relational Bridge vs.
JPA – Java Persistence Architecture
Tells the application how to map things to
the database
Saves / queries
OJB (old)
JPA (new)
Tech Talk
Service Bus
Carries messages from one application to
another
Human Resources System needs to talk
to Financial System, and they don’t speak
the same language? No problem, there’s
a translator on this bus
Tech Talk
Apache Tomcat
Translates between application code and
the web browser
Commercial applications work too, but
Tomcat is open source and freely
available
Tech Talk
ERD - Entity Relationship Diagram
What does your account table look like?
How does it relate
to your chart?
Tech Talk
DD - Data Dictionary
How big am I?
What’s my label?
Am I a number?
Do I have valid values?
Rapid development!
Concepts
Concepts
Maintenance Documents
How do I change the attributes of my
accounts and keep track of changes?
The set designer
Transactional Documents
How do I move $1000 from account A to
account B?
The actor
Concepts
Lookups
 How do I see what accounts currently exist for
my organization?
Inquiries
 How do I see all of the current attributes associated
with account A?
Custom Document Searches
 How can I look at all the transfers from or to
account A? Or, look at all the changes to the
attributes of account A?
Concepts
Modularization
What if I don’t want to implement everything
in KFS?
How can I use KFS with my PeopleSoft
Purchasing system?
Core “Modules”: Chart, General Ledger,
Financial Processing, Vendor,
Pre-Disbursement Processing
Everything else is pluggable
Concepts
• Core Modules
– (the things we couldn’t live without)
– Chart of Accounts
– Financial Processing
– General Ledger
– Pre-Disbursement Processor
– Vendor
Concepts
• Modularization
– Everything else you can plug in if you want
• Purchasing/Accounts Payable
• Accounts Receivable
• Contracts & Grants
– …though, of course, KFS will come with a full set
of this functionality as well
Concepts
Active Indicator
Flag business object as inactive to prevent
erroneous use in KFS
Preserves historical data
Audit trail
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Concepts
Collections
Lists of entities of one type that relate to
entities of another type
Accounting Lines on the Transfer of Funds
Document
Contacts on a vendor
Active Indicator: How do I disassociate this
old phone number with this vendor without
having to dig for that historical information?
Infrastructure
AKA - Rice
Infrastructure
KSB - Kuali Service Bus
We can talk to other applications
KEW - Workflow
Routes e-Docs based on rules
KEN - Notification
Facilitates use of KEW to generate &
route messages
Infrastructure
KNS - Kuali Nervous System
Everything looks and feels the same, and my
developers are fast!
 KFNS - KFS Nervous System
Infrastructure components unique to KFS
 KS and KCRA too!
Infrastructure
KIM - Identity Management
Shared common table for user data
Specific “Associations” in each project
Flexibility
Flexibility
Technical Flexibility
 Community Source
Access to code for customizations
 Supports MySQL & Oracle
Works with either; MySQL is free!
 Supports various OS
UNIX/LINUX
Windows
OSX
 Authentication
Should we use CAS or Shiboleth to log users in?
Flexibility
Functional Flexibility
 Rules
Create workflow to meet your needs
 Parameters
Create business rules to meet your needs
 Extended Attributes
Create unique business elements to meet your reporting
and routing needs
 Authorization
Who can initiate documents, see or edit certain fields, see
an SSN instead of **********, inquire on certain tables…
Flexibility
User Flexibility
 Lookup/Inquiry & Document Search
Lookups = valid values from within an e-Doc
Doc Search = actual transaction or document that affected the
system
 Online Help & User Guide
Page-level online help on every screen in KFS
Stand alone User Guide also available
 Workflow User Preferences - Action List & e-mail
Options for filters, display fields, labels, etc. and e-mail
notification
Confused?
Q&A