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© 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
© 2004, The Trustees of Indiana University
Kuali Project Overview
© 2004, The Trustees of Indiana University
Overview
Kuali – kitchen wok; humble utensil
Community Source Project
See www.kualiproject.org for details
© 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)
© 2004, The Trustees of Indiana University
Overview
Project Status
Work has already begun
“Official” kickoff in January 2005
Two-year development plan
© 2004, The Trustees of Indiana University
Kuali Project Architecture
© 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
© 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
© 2004, The Trustees of 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
© 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
© 2004, The Trustees of Indiana University
Kuali Development Methodology
© 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
© 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
© 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
© 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
© 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)
© 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
© 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
© 2004, The Trustees of Indiana University
Kuali Standard Tools and Frameworks
© 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
© 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
© 2004, The Trustees of Indiana University
Key Kuali InfrastructurePortal & Workflow
© 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
© 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
© 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
© 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!
© 2004, The Trustees of Indiana University
Conclusions
© 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
© 2004, The Trustees of Indiana University
Conclusion
We are genuinely excited about the challenges and the possibilities!!!
© 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
© 2004, The Trustees of Indiana University
Questions?
James Thomas
Manager, Systems Integration
University Information Systems
Indiana University