Technical Overview for

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Technical Overview for Functionals
(Kuali-ezeIts a Foreign Language!)

• Ailish Byrne, Indiana University
• Barbara Sutton, Cornell University

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Agenda

• Acronyms
• Tech Talk
• Concepts
• Infrastructure
• Flexibility
• Confused?

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Acronyms

• How many K-Acronyms?

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Acronyms

• K The Projects (5)
• KEM Kuali Endowment Module
• KFS - Kuali Financial System
• KRA Kuali Research Administration
• KRice Kuali Rice
• KS Kuali Student

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Acronyms

• K The Infrastructure - Rice (6)
• KEN Kuali Enterprise Notification
• KEW Kuali Enterprise Workflow
• KIM Kuali Identity Management
• KNS Kuali Nervous System
• KOM Kuali Organization Management
• KSB - Kuali Service Bus

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Acronyms

• K The Councils Miscellaneous (6)
• KFFC - Kuali Financials Functional Council
• KRFC Kuali Research Functional Council
• KSFC Kuali Student Functional Council
• KIT Kuali Integration Team
• KTC Kuali Technical Council
• KTD Kuali Test Drive (KFS)

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Acronyms

• Non-K The People
• BA or LBA - Business Analyst (lead)
• DM - Development Manager
• PM - Project Manager
• SME - Subject Matter Expert

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Acronyms

• Non-K The Terms
• DD - Data Dictionary
• ERD - Entity Relationship Diagram
• JPA - Java Persistence Architecture
• OJB - Object Relational Bridge

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Tech Talk

• What do these have in common with Kuali?

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Tech Talk

• Java!

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Tech Talk
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Tech Talk

• Struts
• Helps draw the screens
• Controls application flow
• Spring
• Flexibility!!!
• Transaction management

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Tech Talk

• OJB - Object Relational Bridge vs.
• JPA Java Persistence Architecture
• Tells the application how to map things to the
  database
• Saves / queries
• OJB (Jordan Knight)
• JPA (Justin Timberlake)

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Tech Talk

• Service Bus
• Carries messages from one application to another
• Human Resources System needs to talk to Financial
  System, and they dont speak the same language?
  No problem, theres a translator on this bus

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Tech Talk

• Apache Tomcat
• Translates between application code and the web
  browser
• Drops you off a cliff, or scratches your eyes
  out?
• Purrs happily and takes you where you need to
  go, if you scratch behind the ears

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Tech Talk

• ERD - Entity Relationship Diagram
• What does your account table look like?
• How does it relate
• to your chart?

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Tech Talk

• DD - Data Dictionary
• How big am I?
• Am I a number?
• Do I have valid values?
• Rapid development!

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Concepts
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Concepts

• Maintenance Documents
• How do I change the attributes of my accounts and
  keep track of changes?
• Transactional Documents
• How do I move 1000 from account A to account B?

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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?

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Concepts

• Modularization
• What if I dont 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

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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
• Accounting Lines on the Transfer of Funds
  Document
• Contacts on a vendor
• Lists of entities of one type that relate to
  entities of another type
• Active Indicator How do I disassociate this old
  phone number with this vendor without having to
  dig for that historical information?

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Infrastructure

• AKA - Rice

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Infrastructure

• KSB - Kuali Service Bus
• The wheels on the bus go round and round
  remember that game called memory?
• KEW - Workflow
• Routes e-Docs based on rules
• KEN - Notification
• Facilitates use of KEW to generate route
  messages

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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
• KRNS - KRA Nervous System
• Infrastructure components unique to KRA
• KSNS - KS Nervous System
• Infrastructure components unique to KS

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Infrastructure

• KIM - Identity Management
• Shared common table for user data
• Specific Associations in each project
• KOM - Organization Management
• Shared common table
• for external entity data
• Specific Associations in
• each project

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Flexibility
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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?

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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

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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

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Confused?

• Q A