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    Open Atrium 2.0 at Drupalcon Portland Open Atrium 2.0 at Drupalcon Portland Presentation Transcript

    • Version 2.0Friday, May 31, 2013
    • Today’s Discussion• What is Social Collaboration Software?• What is Open Atrium?• Who is Open Atrium for?• Architecture & Structure of Open Atrium• Demo!• How to Get StartedFriday, May 31, 2013
    • Open Atrium Lead ArchitectEmail: mpotter@phase2technology.comMike PotterDrupal.org: mpotterVP of Strategic InitiativesEmail: kborchert@phase2technology.comKaren BorchertDrupal.org & Twitter: karenborchertFriday, May 31, 2013
    • What is SocialCollaborationSoftware?Friday, May 31, 2013
    • “dynamic, confusing, converging”Friday, May 31, 2013
    • Friday, May 31, 2013
    • Friday, May 31, 2013
    • Friday, May 31, 2013
    • Why Consider Open Source?Open source solutions give you a platform youcan extend and customize without fear of lock-in. They let you build what you need, lose whatyou don’t, and keep up with yourorganization’s needs and changes to thecollaboration software space.Friday, May 31, 2013
    • What is Open Atrium?Friday, May 31, 2013
    • What is Open Atrium?Open Atrium is a collaboration platformdesigned to help organizations managetheir communications, teams, andknowledge.Friday, May 31, 2013
    • What does Atrium DO?Atrium has native features to support knowledge management,collaboration, and communication.But through its pluggable framework, can also be extended tointegrate with enterprise-level applications focusing on projecttracking (like JIRA), time tracking (like Harvest, AtTask, orOpenAir), wikis (like Confluence), and asset management (likeAlfresco and Sharepoint).Friday, May 31, 2013
    • Features of Atrium 2.0• Security through access control for individuals, teams, andorganizations• Discussions: moderated public and private• Knowledge Management: file storage, collaboration, access• Simple multi-site or “microsite” implementation• Mobile ready: responsive themes and layouts• Pluggable functionality to connect to enterprise-level applications(custom work, but done as plugins)• Customizable LayoutFriday, May 31, 2013
    • Open Atrium Can Be Used To...• Manage projects and clients for a services company• Meet customers in a discussion forum• Build an Intranet or manage knowledge with a wiki• Engage and Inform through a web portal• Create an extranet for sharing access-controlled informationfor business to business knowledge managementFriday, May 31, 2013
    • Who Can UseOpen Atrium?Friday, May 31, 2013
    • Who is Atrium For?Atrium 2.0 is for organizations withteams, clients, or affiliates who needa common platform to communicate,collaborate, and manage knowledge.Friday, May 31, 2013
    • An Atrium 2.0 Customer may have...• Multiple chapters, affiliates, franchises, or brands• Global, Regional, and Local communication needs• Multiple offices, teams, or branches• Forums or networks of customers to engage• multiple campaigns, projects, newsbeats, or aid efforts• multiple project teams communicating with external clientsFriday, May 31, 2013
    • like who?Friday, May 31, 2013
    • Nonprofit Members PortalFriday, May 31, 2013
    • Nonprofit Members PortalpublicinformationFriday, May 31, 2013
    • Nonprofit Members PortalpublicinformationmemberdiscussionsFriday, May 31, 2013
    • Nonprofit Members Portalpublicinformationmemberdiscussionssocial sharingFriday, May 31, 2013
    • Collaboration for CoworkingFriday, May 31, 2013
    • Collaboration for CoworkingeventsFriday, May 31, 2013
    • Collaboration for CoworkingeventsdiscussionsFriday, May 31, 2013
    • Collaboration for Coworkingeventsdiscussionsmembers-onlyinformationFriday, May 31, 2013
    • Collaborative Journalism & Learning LabsFriday, May 31, 2013
    • Collaborative Journalism & Learning Labsgroup-levelaccessFriday, May 31, 2013
    • Collaborative Journalism & Learning Labsgroup-levelaccessresourcemanagementFriday, May 31, 2013
    • Collaborative Journalism & Learning Labsgroup-levelaccesspublic-facingnewsresourcemanagementFriday, May 31, 2013
    • Documentation & IntranetFriday, May 31, 2013
    • Documentation & Intranetsite & sectionmembersFriday, May 31, 2013
    • Documentation & Intranetsite & sectionmembersclear accesscontrolFriday, May 31, 2013
    • Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetsFriday, May 31, 2013
    • Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalFriday, May 31, 2013
    • Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalFriday, May 31, 2013
    • and for today’s demo...Friday, May 31, 2013
    • Colleges and UniversitiesFriday, May 31, 2013
    • Colleges and Universitiesmicrosites fordepartmentsFriday, May 31, 2013
    • Colleges and Universitiesmicrosites fordepartmentspublicinformationFriday, May 31, 2013
    • Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalFriday, May 31, 2013
    • Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalfacultyresourcesFriday, May 31, 2013
    • Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portaleventsfacultyresourcesFriday, May 31, 2013
    • Architecture &StructureFriday, May 31, 2013
    • What You (may) Know about Atrium 1.0• used by P2 and Dev Seed on some larger intranet projects(White House, etc)• useful as a project management tool• sometimes used for intranets or web portals• fairly antiquated in its features, doc mgt capabilities, andextendability• theme and Features are locked down. D6 is a challenge.Friday, May 31, 2013
    • How Atrium 2.0 is Different• Framework-built, Product-use: no single use case, but canact as a complete solution “out of the box”• Access Control is Key: changes how users, discussions, andprojects are handled.• Panopoly-based for ease-of-use• Plugin-based for extendability• Theme is light, flexible, responsive (Bootstrap-based)Friday, May 31, 2013
    • Alpha Release• Open Atrium 2 Alpha Released on Drupal.org!!• http://drupal.org/project/openatriumFriday, May 31, 2013
    • Spaces• A "Space" is a subset of contentwithin your Open Atrium instancethat is shared among a collectionof users (members).• A "Space" can be used for aProject, Department, Microsite orany other collection of relatedcontent and people.• It is an “Organic Group” contenttype. (no relation to Spacesmodule)Friday, May 31, 2013
    • Sections• A "Section" is a collection ofcontent within a specific "Space"that is tightly related, or privateto a specific set of users.• A "Section" can be used forspecific working areas within aSpace, such as a Discussion orWiki.• A "Section" can be assignedspecific access controls to limitits visibility.Friday, May 31, 2013
    • Members• Spaces have Users assigned tothem called “Members”.• “Members” can have specialpermissions, such as Edit andCreate access.Space MembersFriday, May 31, 2013
    • Groups• A "Group" is a collection of userswith related roles or interests thanspan across multiple Spaces.• A "Group" can represent aspecific company or organization,or it can represent a commonrole, such as "project managers"or "developers".• Groups are used to assign accesscontrol to specific Sections withinSpaces.• Groups are used for Notifications.Friday, May 31, 2013
    • Teams• A "Team" is an ad-hoc collectionof users within a specific Spacethat share a related purpose.• "Teams" are used to assignprivate access control to specificSections within Spaces.• "Groups" extend beyondindividual Spaces whereas“Teams” are specific to aparticular Space.• Teams are used for Notifications.Friday, May 31, 2013
    • Access Example• University site split into Spaces for each School:Humanities, Physical Sciences, Arts, Engineering• Groups of people for: Faculty, Students, Parents• Sections within each School Space for Departments:Course Information, Open Discussion, Private Faculty Discussion• Teams and Private Sections for:Department-specific workshopsFriday, May 31, 2013
    • Migrating from Open Atrium 1.x• No magic way to upgrade sites from Drupal 6 to Drupal 7• Will create scripts for the Migrate module to help with data• OA2 only ships with limited Plugins: Discussions, Pages• Event plugin planned next• CaseTracker/Issues/Tasks from communityFriday, May 31, 2013
    • How to Get StartedFriday, May 31, 2013
    • DrupalCon Portland• Live Demo! Tuesday 5/21 9 am: B112 Join MikePotter to see Open Atrium and get your questionsanswered.• Come See us for Happy Hour! Demos at 4:00,beverages at 5:00 every day at DrupalCon at thePhase2 booth.• Come hack with us! Hackathon on Friday atDoubletree hotel. Join Mike Potter to learn how tocreate plugins, use Atrium, and extend it for yourorganization.Friday, May 31, 2013
    • Take it for a spin!getpantheon.comFriday, May 31, 2013
    • Email: openatrium@phase2technology.comConnect with us:IRC: #open-atriumTwitter: @openatriumFriday, May 31, 2013
    • PHASE2TECHNOLOGY.COMFriday, May 31, 2013
    • SLIDE ARCHIVEFriday, May 31, 2013
    • How P2 is Using ItFriday, May 31, 2013
    • AHRQ• Consolidate two existing Confluence sites into Drupal• Data privacy needed for some sections of site• Discussions, Wiki, Events, FAQs, etc within Spaces• Approval and comment workflow for some content• Shared Resources (documents, etc) between Spaces• Flexible layout needed per Space and on some pages• User provisioning via LDAP• Improved Search functionalityFriday, May 31, 2013
    • AHRQ Site MapFriday, May 31, 2013
    • AHRQ Architecture Summary• Using Open Atrium 2• Hierarchical Spaces,• Access control Groups,• Discussion Forums,• Wiki pages,• Layout flexibility,• WYSIWYG,• Media (images, video, documents),• Notifications (push & pull),• SOLR Search,• Responsive theme• Add Plugins for:• Events• Calendar (iCal import/export),• Shared Resources,• Space Profiles• Issue Tracking (custom workflow)• LDAP read/write• Custom content typesFriday, May 31, 2013
    • Open Atrium vs Commons• Using Commons 3• Hierarchical Spaces,• Access control Groups,• Discussion Forums,• Wiki pages,• Layout flexibility,• WYSIWYG,• Media (images, video, documents),• Notifications (push & pull),• SOLR Search,• Responsive theme• Add Plugins for:• Events• Calendar (iCal import/export),• Shared Resources,• Space Profiles• Issue Tracking (custom workflow)• LDAP read/write• Custom content typesFriday, May 31, 2013
    • Implementation: P2 Products• Recreated Phase2’s Confluence-based product site in Atrium 2.0• Major functionality needs were around spaces for each product,groups for community users vs. P2 people, a place fordiscussion (without recreating issue queue) and mostly, a homefor documentation.• Not a complete migration to this new site, but very, very close.Usable as a demo; a couple of changes from being ready forprime-time.Friday, May 31, 2013
    • Friday, May 31, 2013
    • Friday, May 31, 2013
    • placeholder for screen shots of new community site stuffFriday, May 31, 2013