1 / 36

Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!)

Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!). James Smith, University of Arizona Barbara Sutton, Cornell University. Agenda. What’s the Point? Acronyms Tech Talk Concepts Infrastructure Flexibility Confused?. What’s the Point?.

Download Presentation

Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!)

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.


Presentation Transcript

  1. Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!) James Smith, University of Arizona Barbara Sutton, Cornell University

  2. Agenda • What’s the Point? • Acronyms • Tech Talk • Concepts • Infrastructure • Flexibility • Confused?

  3. 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

  4. Acronyms How many K-Acronyms?

  5. 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

  6. 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

  7. 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!

  8. 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

  9. Acronyms Non-K: The Terms • DD – Data Dictionary • ERD – Entity Relationship Diagram • JPA – Java Persistence Architecture • OJB – Object Relational Bridge • OLRT – Online Real Time

  10. Tech Talk What do these have in common with Kuali?

  11. Tech Talk Java!

  12. Tech Talk

  13. Tech Talk • What is Java and why do we care?

  14. Tech Talk What else do we use? Struts • Helps draw the screens • Controls application flow Spring • Flexibility!!! • Transaction management

  15. 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)

  16. 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

  17. Tech Talk Apache Tomcat • Translates between application code and the web browser • Commercial applications work too, but Tomcat is open source and freely available

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

  19. Tech Talk DD - Data Dictionary • How big am I? • What’s my label? • Am I a number? • Do I have valid values? • Rapid development!

  20. Concepts

  21. 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

  22. 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?

  23. 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

  24. Concepts • Core Modules • (the things we couldn’t live without) • Chart of Accounts • Financial Processing • General Ledger • Pre-Disbursement Processor • Vendor

  25. 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

  26. Concepts Active Indicator • Flag business object as inactive to prevent erroneous use in KFS • Preserves historical data • Audit trail 

  27. 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?

  28. Infrastructure AKA - Rice

  29. 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

  30. 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!

  31. Infrastructure KIM - Identity Management • Shared common table for user data • Specific “Associations” in each project

  32. Flexibility

  33. 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?

  34. 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…

  35. 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

  36. Confused? Q & A

More Related