Overview of Kuali Student Technical
           Architecture

           Kuali Days :: Chicago
             May 13-14, 2008
Objectives

   At the end of this session you will have seen
           The Kuali Student technical architecture vision
...
Agenda

   Kuali Student’s Vision
           Our vision for Phase I and Phase II (July 2007 – May 2008)
           Our ...
Technical Vision

   SOA and Web Services
           SOA Design Methodology
           SOA Governance
           Web S...
Technical Vision
               Kuali Student – Phased Modular Aproach
                                                   ...
Standards-Based Architecture

   Emphasis is on open, widely accepted and adopted
    standards, not on products
        ...
Technical Vision
                                  Technology Stack Selection – Phase I




                              ...
Technical Architecture
                                         Web Services Stack Recommendations


                     ...
Challenges

       WS-Transactions
           No open source product implements WS-Transaction in a fully open source We...
Technical Vision
                                  Development Infrastructure – Phase II




Kuali Days :: Chicago May 13-...
Development Infrastructure
       Development Environment & Technologies
              Maven & Subversion
             ...
Architecture, Infrastructure, Methodology Proofs

       Integrating the Technology Stack, Development Infrastructure, an...
Relationships

       Sun
           Performed review of Proof-of-Concept and currently reviewing Phase I Technical
    ...
Validation

   Validation by external parties at each phase
           Both Functional and Technical validation
        ...
Leading Edge

   We are Open to Change
           Stack selections are not static
           Selections are based in gr...
KS & KRice Tools and Technologies
                                                                  Current, Roadmap


   ...
Questions?

   David Alderson
           UM Project Manager
           dalderso@umd.edu

   Leo Fernig
           Kua...
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Presentation Template

  1. 1. Overview of Kuali Student Technical Architecture Kuali Days :: Chicago May 13-14, 2008
  2. 2. Objectives  At the end of this session you will have seen  The Kuali Student technical architecture vision  The results of our efforts to date  The working relationships in place to support our efforts Kuali Days :: Chicago May 13-14 2
  3. 3. Agenda  Kuali Student’s Vision  Our vision for Phase I and Phase II (July 2007 – May 2008)  Our execution of the vision  Kuali Student Architecture  Web Services Stack  Development Infrastructure  Our Current Challenges  Relationships with vendors, open source, and Kuali  On the Leading Edge While Remaining Flexible  Getting Validation of Our Work  Kuali Student and Kuali Rice Kuali Days :: Chicago May 13-14 3
  4. 4. Technical Vision  SOA and Web Services  SOA Design Methodology  SOA Governance  Web Services: SOAP, WSDL, XML Schema  Web Services Stack  Standards-based  Adhere to Educational Community License (ECL)  Java as the Language and Platform of Choice (but that works with any technology that implements the service contracts  Open Source Reference Implementation Guiding Principles for KS Technical Architecture http://www.kuali.org/assets/pdf/KS-GuidingPrinciplesforTechnicalArchitecture.pdf Kuali Days :: Chicago May 13-14 4
  5. 5. Technical Vision Kuali Student – Phased Modular Aproach Functional Technical (Users & IT Functional) (IT Architects & Developers) Jul 2007 Application Architecture - Business Requirements Technical Architecture - Process models - ER models -Technology proofs -SOA standards Phase I Program Management &Communications Nov 2007 - High Level Service Models Dec 2007 Development Infrastructure Service Modeling R1 - Developers workbench (Infrastructure and Cur. Dev.) - Procedures - Standards Phase II Apr 2008 May 2008 Develop Configuration Contract Design R1 Application (Infrastructure & Domain 1) - Configuration Infrastructure -Proof of concept Pilot Sep 2008 Gate Oct 2008 Adjust plans and Service Modeling R2 repeat for (Domain 2) Software Design & Releases Development R1 2/3/4 (Infrastructure and Cur. Dev.) One Contract Design R2 Release every 8 (Domain 2) months Mar 2009 Apr 2009 Release 1 & Implement Test May 2009 Jun 2009 Re-plan / Re-Architect / Implement & Transition to Support July 2009 Kuali Days :: Chicago May 13-14 5
  6. 6. Standards-Based Architecture  Emphasis is on open, widely accepted and adopted standards, not on products  W3C  XML, XML Schema, SOAP, WSDL, etc.  OASIS  WS-Security, WS-Transaction, SAML, etc.  Java JSRs  JAX-WS (224), JAXB (222), JBI (208), Rules (94), Portlets (168/286), etc.  Allows flexibility as open source products and product space evolves Kuali Days :: Chicago May 13-14 6
  7. 7. Technical Vision Technology Stack Selection – Phase I See “Phase I Proof of Concept at http://kuali.org/communities/ks/resources.shtml Kuali Days :: Chicago May 13-14 7
  8. 8. Technical Architecture Web Services Stack Recommendations - uPortal - KRice ? - KS BRMS - Apache CXF/Sun Metro - CAS, Acegi - Kuali Identity Management (KIM) - JBoss Drools - Apache ServiceMix - Sun OpenESB - Kuali Enterprise Workflow (KEW) - Apache Derby *Certified on MySQL & Oracle Phase I Recommendations found at: http://www.kuali.org/assets/pdf/KS+Phase+I+Recommendations+v2.0.pdf Kuali Days :: Chicago May 13-14 8
  9. 9. Challenges  WS-Transactions  No open source product implements WS-Transaction in a fully open source Web services environment  Working with Sun on a possible solution that works outside Glassfish (on Tomcat)  BPEL  Selection made (Sun OpenESB), but there are issues with command line deployment options, lack of parallel forEach, and lack of support for compensating transactions that kept BPEL from being considered currently viable.  Working with Sun on solutions  Workflow  No WS-* open source implementation of workflow that fits ECL  Kuali Student and Kuali Enterprise Workflow (KEW) will look to integrate KEW by  Closing possible gaps in KEW’s Web Service API  Implement WS-AT (Atomic-Transaction) Kuali Days :: Chicago May 13-14 9
  10. 10. Technical Vision Development Infrastructure – Phase II Kuali Days :: Chicago May 13-14 10
  11. 11. Development Infrastructure  Development Environment & Technologies  Maven & Subversion  Continuous Integration  Deployment Process  JPA (Persistence)  JUnit Testing  Logging/Auditing  Change Management  Error Propagation (UI/Services/Database)  User Interface  Google Web Toolkit (GWT)  Validation framework  Portal strategy  Internationalization strategy  Rules  Business Rule Management System (BRMS)  Searchable database of rules  User interface for defining rules  Run-time  Will produce readable translations for errors and successfully executed business rules  Identity Management, AuthN, AuthZ  Work with Kuali Identity Management (KIM) team Kuali Days :: Chicago May 13-14 11
  12. 12. Architecture, Infrastructure, Methodology Proofs  Integrating the Technology Stack, Development Infrastructure, and SOA Methodology through Proof-of-Concepts  PoC 1 / Jan 2, 2008  Prove that the selected technologies integrate (uPortal, Metro & CXF, ServiceMix, ODE, Drools, Derby)  See “Phase I Proof of Concept” at http://kuali.org/communities/ks/resources.shtml  PoC 2a / June 1, 2008  Initial end-to-end methodology proof (functional and technical)  An implementation of Person and of Leaning Unit and Learning Unit Relation  Flow: Sign In  Display List of Courses  Register for a Course  PoC 2b / Nov 1, 2008  This will be a prototype  Fully-realized PoC 2a  Apply full end-to-end methodology  Apply full set of interfaces and interface implementations  Will be used as a model for completing Release 1  Also used by implementation teams at each institution for  Load testing  Hardware sizing  Further implementation teams’ understanding of the technical architecture Kuali Days :: Chicago May 13-14 12
  13. 13. Relationships  Sun  Performed review of Proof-of-Concept and currently reviewing Phase I Technical Recommendations  Implemented Glassfish-based Web Services stack against our Proof-of-Concept services  Working with Kuali Student on transactions, BPEL  IBM  Performed review of technical and application architecture (planning phase)  Will be reviewing our Phase I Technical Architecture Recommendations  uPortal  Kuali Student is working with uPortal community on uPortal 3 enhancements  Kuali Foundation  KRice – building roadmap for interoperability  Kuali Enterprise Workflow (KEW) – will be using KEW as workflow and making needed interoperability enhancements Kuali Days :: Chicago May 13-14 13
  14. 14. Validation  Validation by external parties at each phase  Both Functional and Technical validation  Planning Phase  Sun  IBM  Independent Consultant  Phase I  Currently with Sun  IBM in review  Swapping (Plug-and-Play)  Sun stack swap  Enterprise Service Bus  Our separate, hands-on evaluation of ESBs selected Apache ServiceMix, the same conclusion as that of the Mellon Foundation funded research on ESBs. Mellon ESB Report: http://tid.ithaka.org/enterprise-service-bus-project/esb-narrative-rc-4.pdf Kuali Days :: Chicago May 13-14 14
  15. 15. Leading Edge  We are Open to Change  Stack selections are not static  Selections are based in great part on the standards they implement  If an obvious better choice comes along, or one technology leapfrogs one we’re using, we’ll replace  “Swappability”  We aim for stack components that are plug-and-play  Kuali Student documentation will always enumerate the level of swappability of each component  See Section 13 “Swappable Infrastructure” of the Phase I Recommendations document found at: http://www.kuali.org/assets/pdf/KS+Phase+I+Recommendations+v2.0.pdf Kuali Days :: Chicago May 13-14 15
  16. 16. KS & KRice Tools and Technologies Current, Roadmap Google Web Toolkit uPortal 3.0 UI Identity Management: Workflow: Business Rules: KNS KNS KIM KEW BRMS Dictionary Other Middleware Code Management: Build: Unit Test: Eclipse Subversion Maven JUnit Workbench JPA: JAXB JAX-WS Mapping Hibernate Frameworks Database: Service Engine: Servlet Container: ESB: Rules Engine: Technology Derby CXF Tomcat ServiceMix Drools Stack Kuali Days :: Chicago May 13-14 16
  17. 17. Questions?  David Alderson  UM Project Manager  dalderso@umd.edu  Leo Fernig  Kuali Student Technical Architect  leo.fernig@ubc.ca Kuali Days :: Chicago May 13-14 17
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