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Kuali Technology. What is Kuali Rice?. Kuali : a humble kitchen wok (Malaysian origin) Rice : a food staple Sits on the bottom of a dish Not a very tasty meal by itself Better with some cuisine on top KFS (Kuali Financial System) - Beef

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what is kuali rice
What is Kuali Rice?
  • Kuali: a humble kitchen wok (Malaysian origin)
  • Rice: a food staple
    • Sits on the bottom of a dish
    • Not a very tasty meal by itself
    • Better with some cuisine on top
      • KFS (Kuali Financial System) - Beef
      • KC (Kuali Coeus, Research Administration) - Chicken
      • KS (Kuali Student) - Seafood
  • Rice is the foundation to hearty meals (aka enterprise software products)
historic origins
Historic Origins
  • Rice was originally a set of foundation services in Kuali Financial System (KFS).
  • These were broken out and made generic.
  • After more than a year of work, the 1.0 release is being made available.
  • Rice is now a full Kuali project with it’s own board and community.
kuali rice vision
Kuali Rice Vision
  • Support the needs of the Kuali Application Projects
    • Foundational middleware components and services
    • Enhanced software development framework
  • Leverage middleware and development frameworks for building custom applications
  • Achieve sustainability through community source development and adoption
  • Iterate Rice architecture towards a Service Oriented Architecture
kuali rice objectives
Kuali Rice Objectives
  • Design modular, re-usable components
  • Create standard component API’s
  • Provide a reference implementation based on industry standards
  • Ensure intellectual property and license compliance is maintained
  • Promote adoption by a wide variety of institutions
  • Build a large, sustainable community of interest
kuali rice components version 1 0
Kuali Rice Components – Version 1.0
  • KNS Kuali Nervous System
  • KEW Kuali Enterprise Workflow
  • KSB Kuali Service Bus
  • KEN Kuali Enterprise Notification
  • KIM Kuali Identity Management
kns overview
KNS Overview
  • The Kuali Nervous System is a collection of kernel services that support other Rice modules and Kuali applications.
  • Provides a common look and feel through screen drawing framework
  • Creates Kuali’s document (business process) paradigm with workflow as a core concept
  • Batch Management
  • Business Rules
  • Document Management
  • Custom Attributes
  • Data Dictionary
  • Help Framework
  • Inquiries
  • Lookups
  • Notes and Attachments
  • Question and Dialogs
  • Security and Encryption
  • System Parameters
maintenance documents
Maintenance Documents
  • No GUI programming required, user interface is rendered by framework
  • These are used for maintaining data
  • An easy way to maintain support tables in a database
  • Supports creation of new records and editing of existing records
  • Examples include:
    • Budget rates
    • Project codes
transactional documents
Transactional Documents
  • These are data-entry centric documents or “transactions” that model the business processes
  • Examples include: Proposal Development, Journal Entry, Payment Reimbursement
  • Built on a case by case basis using the Kuali Rice tag libraries (encompass snippets of UI behavior):
    • Notes and attachments
    • Workflow route log (audit log)
  • Integrated with workflow
kns chart architecture
KNS Chart Architecture



Data Dictionary


Lookups and Inquiries




kew overview
KEW Overview
  • Enterprise workflow using a content-based routing engine.
    • Documents created from process definitions (Document Types) and submitted to the workflow engine for routing
    • Routing decisions made based on the XML content of the Document
  • Traditionally used for business transactions in the form of electronic documents that require approval from multiple parties. For example:
    • Transfer of Funds
    • Hire/Terminate Employee
    • Timesheet
    • Drop Course
  • Includes services, APIs, and GUIs
kew core features
KEW – Core Features
  • Action List (User’s Work List)
  • Document Searching
  • Document Audit Trail (Route Log)
  • Flexible process definition (Document Type)
    • Splits, Joins, Parallel branches
    • Sub processes
    • Dynamic process generation
  • Rules Engine
  • Email Notification
kew core features cont
KEW – Core Features, cont.
  • Notes and attachments
  • eDocLite
    • Framework for creating simple documents quickly
  • Plug-in Architecture
    • Packaging and deployment of routing components to the Rice Standalone Server at runtime
ken overview
KEN Overview
  • A secure, auditable notification system that feeds the Action list with non-workflow messages
    • Notification of an overdue library book
    • Announcing a concert event on campus
    • Sending graduation checklists for senior
  • Acts as a communication broker which handles any combination of action list, email, or custom notifiers
    • Controlled by user preferences
ksb overview
KSB Overview
  • An enterprise service bus that:
    • Lists all services on the bus and how they can be connected
    • Uses a simple Spring configuration, to export Java based services from a Rice enabled application as SOAP or Java Serialization over HTTP services
  • Common service locator paradigm - access services remotely or locally
  • Other “Rice Clients” can consume services published on the KSB
ksb security
KSB Security
  • Bus level : option to digitally sign, WS-Security used for SOAP services
  • Service level security through Spring Security (formerly Acegi)
    • Service level, method level
    • User proxying through standard security models (i.e. CAS, Kerberos)
    • Security context passed along (user, authn token, roles)
    • Services can call authn/authz authority to validate context
kim overview
KIM - Overview
  • The Kuali Identity Management module will be included in version 1.0 of Rice
  • Provides identity and access management services to Rice and other applications
  • One-time institutional customization of identity services for all Kuali projects
  • Includes a service layer as well as a set of maintenance screens
  • Supported Concepts include:
    • Entities and Principals
    • Groups
    • Roles and Permissions
    • Authentication
kim design goals
KIM – Design Goals
  • Shared identity and access management services that all Kuali projects can use
  • Generic enough to be used by non-Kuali projects
  • Provide a rich and customizable permission-based authorization system
  • All services available on the service bus with both SOAP and Java serialization endpoints
  • Provide a set of GUIs that can be used to maintain the data
kim design goals1
KIM – Design Goals
  • Provide a reference implementation of the services but allow for customization/replacement to facilitate integration with institutional services or other 3rd party IDM solutions
  • Allow for the core KIM services to be overridden piecemeal
    • For example: override the Identity Service but not the Role Service
kim services
KIM – Services
  • KIM consists of the following services which encompass it’s API
    • IdentityService
    • GroupService
    • PermissionService
    • RoleService
    • ResponsibilityService
    • AuthenticationService
  • These are read-only, there are also “update” services which allow for write operations
kim internal usage
KIM – Internal Usage
  • Many permissions exist that are used by KNS, examples:
    • Edit Document
    • Look Up Records
    • Use Screen
    • Create / Maintain Records
  • KEW uses KIM permissions as well:
    • Administer Routing for Document
    • Blanket Approve Document
    • Route Document
  • Even KIM uses permissions internally
    • Assign Role
    • Grant Permission
what s next for kuali rice
What’s Next for Kuali Rice?
  • Release 1.0 coming very soon!
  • Enhanced Documentation
  • Standards
    • JPA for data persistence
  • Easier configuration and turnkey upgrades
  • Better compatibility between different Rice versions
  • KOM – Kuali Organization Management
  • And much more!
further information about rice
Further Information about Rice
  • The main Rice web site
    • http://rice.kuali.org
    • Sign up for our public mailing list
    • Access to our wiki: roadmap, project plans, documentation, etc
thank you
Thank You!

Any Questions?


Zach Naiman – zach@kuali.org

Eric Wesfall – ewestfal@indiana.edu

Special thanks to Eric Westfall and Bill Yock for contributing slides