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OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
OA2 for Goverment
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OA2 for Goverment

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OA2 for Goverment

OA2 for Goverment

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  • 1. Government and Friday, August 1, 14
  • 2. Mike Potter Open Atrium Lead Architect Email: mpotter@phase2technology.com Drupal.org: mpotter Greg Wilson Director, Public Sector Practice Email: gwilson@phase2technology.com Twitter: @agregwilson Who are we ? Friday, August 1, 14
  • 3. Agenda • What is Open Atrium? • How Government can use Open Atrium • Workflow, case management, issue tracking • Demo! Friday, August 1, 14
  • 4. What is Open Atrium? Friday, August 1, 14
  • 5. Open Atrium is open source collaboration software used to build intranets, portals, & collaboration platforms for organizations. openatrium.com Friday, August 1, 14
  • 6. docs.openatrium.com Documentation Site Friday, August 1, 14
  • 7. Download from Drupal.org • http://drupal.org/project/openatrium Friday, August 1, 14
  • 8. Download from Drupal.org • http://drupal.org/project/openatrium Click the link to download latest version Friday, August 1, 14
  • 9. Take it for a Spin! New installer only takes TWO minutes!! Friday, August 1, 14
  • 10. What does Open Atrium 2 do ? • Atrium has native features to support knowledge management, collaboration, communication, and workflow (issue tracking, case management). • Via its pluggable framework, it extends to integrate with enterprise-level applications for project tracking (e.g., JIRA), time tracking (e.g., Harvest, OpenAir), wikis (e.g., Confluence), and document management or ECM (e.g., Alfresco, SharePoint). Friday, August 1, 14
  • 11. Discussions Documents Events Tasks Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams CMS Framework Open Atrium CORE Open Atrium Apps Friday, August 1, 14
  • 12. Discussions Documents Events Tasks Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams CMS Framework Open Atrium CORE Open Atrium Apps Friday, August 1, 14
  • 13. Friday, August 1, 14
  • 14. Open Atrium 2 can be used to... • Manage projects and stakeholders • Engage internal/external stakeholders in a discussion forum • Build an Intranet or manage knowledge • Engage and inform constituents through a web portal • Create an extranet for sharing access-controlled information for knowledge management • Extend SharePoint (or other document/ECM systems) or.... Friday, August 1, 14
  • 15. Create a Case Management Application • Workflow • Work queues • Dashboards • Document management • Integration with enterprise systems • Fine-grained access control • Identity management Create an enterprise-grade, case management application that provides workflow, social collaboration, and rich security controls - in an open source future-friendly platform Friday, August 1, 14
  • 16. A busy year! • Released initial Alpha at DrupalCon Portland 1+ ago. • Released Public 2.0 version at BADcamp (Berkeley) in October 2013. • Continued regular releases , support, and webinars. • Continued adding new features (Blueprints/cloning, etc) • Version 2.19 released 5/30/2014 0 200 400 600 800 1,000 1,200 Apr-2013 M ay-2013 Jun-2013 Jul-2013 Aug-2013 Sep-2013 Oct-2013 Nov-2013 Dec-2013 Jan-2014 Feb-2014 M ar-2014 Apr-2014 M ay-2014 Open Atrium 2 Adoption Open Atrium 2 Alpha(DrupalConPortland) OA2.0Release(BADcamp) Friday, August 1, 14
  • 17. Customized Site/Feature “Tours” Friday, August 1, 14
  • 18. Blueprints • Create the entire structure of your Space • Including Subspaces, Sections, colors, banners, teams, permissions, etc • Add any sample content you want to include • Save this Space as a “Blueprint” and use it as a starting point for new Spaces. Pre-built structures designed around a particular business need. Friday, August 1, 14
  • 19. Cloning • Can clone individual content, sections, spaces • Cloning is a one-time copy, vs creating a re-useable Blueprint • Creating a new space using a Blueprint essentially clones the original space that was used to create Blueprint Friday, August 1, 14
  • 20. Workflow Applications in Open Atrium 2 Friday, August 1, 14
  • 21. Workflow • Each Space, Subspace, or Section can have its own Workflow profile. • Allows for different workflows for Documents vs Events vs Tasks • Teams and Groups used for Moderation • Integrates Drupal Workbench Moderation module A “Workflow Profile” is a collection of States and Transitions Friday, August 1, 14
  • 22. Modules used • “Workbench”, “Workbench Moderation” • “Workbench Moderation Profiles” (sandbox) by srjosh allows multiple “workflow profiles” to be created (srjosh is now a co-maintainer of workbench_moderation) • Open Atrium Workbench (oa_workbench) by dsnopek assigns profiles to Spaces • oa_access, oa_workbench_access by dsnopek adds Group and Team permissions • “Workbench Moderation Scheduled Transitions” (sandbox) by srjosh Allows transitions to be scheduled Friday, August 1, 14
  • 23. Demo Workflow Profile States Transitions Allowed? Draft Assigned Published Assign to Project Publish Publish Immediately Return for Revision Manager Manager Manager Needs Review Send for Approval Technician Manager Unpublish Manager Friday, August 1, 14
  • 24. Demo Time! Friday, August 1, 14
  • 25. Email: openatrium@phase2technology.com IRC: #open-atrium Twitter: @openatrium Connect with us: More information: Drupal Project: drupal.org/project/openatrium Documentation: docs.openatrium.com Friday, August 1, 14
  • 26. Hands-on Open Atrium Training • Online 8-hr live training available • Hands-on class taught by Mike Potter • Monthly (last Thursday of the month) • Contact openatrium@phase2technology.com for more details and pricing. Friday, August 1, 14
  • 27. Sample Training Agenda • Introductions • Overview of Collaboration Software • Information Architecture (IA) • Overview of Open Atrium 2 • Installing OA2 • Spaces, Groups, Teams, Members • Changing Layout with Panopoly • Colors, Banners, Menus • Discussions • Knowledge Management • Event Management • Work Tracker • Blueprints and Cloning • Workflow • Advanced Customization • Plugins • Roadmap & Wrapup Friday, August 1, 14
  • 28. PHASE2TECHNOLOGY.COM Friday, August 1, 14
  • 29. Extraneous Slides Friday, August 1, 14
  • 30. Workflow States • States defined site-wide and are the same for all content types Friday, August 1, 14
  • 31. Workflow Transitions • Transitions are site-wide • You can choose which transitions are added to your Workflow Profile Friday, August 1, 14
  • 32. Workflow Profile • Profiles are defined site-wide • Provides the list of profiles a Space-Admin can select from for their content. • A Workflow Profile is just a list of transitions. Friday, August 1, 14
  • 33. Enable Workflow for Content Type 1. Drupal Admin -> Structure -> Content Types 2. In Publishing options: Enable “Create new revision” 3. “Enable moderation of revisions” 4. Set default state 1 2 3 4 Friday, August 1, 14
  • 34. Enable Workflow within Space • From Space page: Config -> Workbench Moderation • Select which Workflow Profile • Select default State Friday, August 1, 14
  • 35. Drupal Permissions • Grant “view all unpublished content” to all users • Grant all transitions to all users • Workbench will REMOVE permissions as needed Friday, August 1, 14
  • 36. OG Permissions • Grant transitions as desired for default behavior across Spaces • Each Space can override these permissions Friday, August 1, 14
  • 37. Create new content 1 Workflow status widget Friday, August 1, 14
  • 38. Viewing the Document • As Space Member: • To send this to the Needs Review state click the Apply button • Can send it back to Draft state if desired Friday, August 1, 14
  • 39. Approving the Document • As Space Admin: • Select “My workbench” from user badge drop-down menu in main toolbar • Go to “Needs Review” tab Friday, August 1, 14
  • 40. Draft and Published revisions • Can have a Draft that is separate from currently Published • Click “New Draft” to create a new draft • Select “Moderate” from “gear icon” to see revisions Friday, August 1, 14
  • 41. Scheduled Transitions 1. Enable: workbench_moderation_scheduled_transition 2. Select “Schedule” from “gear icon” 3. Add a new schedule 4. Select the transition and the date/time 5. Uses cron task to perform transition 2 4 Friday, August 1, 14
  • 42. More detailed permissions • Enable oa_access and oa_workbench_access • Can set Group and Team level permissions • Group and Team permissions REMOVE existing access • Team permission can override Group permission Friday, August 1, 14
  • 43. Group permissions • Groups: /groups/oa_access Admin -> OpenAtrium -> Groups -> Group Permissions • Be sure they have permission to View Unpublished Content Friday, August 1, 14
  • 44. Team permissions • Teams: Space -> Config -> Team permissions • Overrides the Group permissions • Set to “none” to prevent override • Can only REMOVE permissions (so still need to grant Drupal and OG) Friday, August 1, 14
  • 45. Workflow per Section • Enable: oa_workbench_section_profile • Adds a field to the Section page to select Profile • Allows different workflows for different content types Friday, August 1, 14
  • 46. Workflow Widget • Allows content in various states to be displayed • Columns can be customized • Show from any Space/Section • Great for user dashboards! Friday, August 1, 14
  • 47. Workflow Summary • Can create complex workflows to match business rules • Different workflows can exist across Spaces and Sections • Rich access control permissions for roles, Groups, Teams • Advanced features such as Scheduled Transitions • Intuitive user interface (dashboard) for content creators and approvers • Works across all Open Atrium content types (discussions, documents, events, tasks, custom added types) Friday, August 1, 14

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