Kuali Days VIII - November 18, 2009

KEW Implementation Panel

The Panelists

• Eric Westfall – Indiana University• Craig Solinski – Indiana University• Tony Potts – rSmart• Aaron Godert – Cornell University• John Walker – Colorado State University• David Elyea - San Joaquin Delta College

Format of this Session

• Each of the representatives will talk briefly about what they are doing with Kuali Enterprise Workflow at their institution.

• We answer your questions!

Indiana University

Kuali Rice Implementation @ IU

• Currently using Rice 0.9.1– implemented in November 2007

• Planning an upgrade in February/March of 2010 to Kuali Rice 1.0.1

• Most of our Enterprise systems integrate with Kuali Rice (in particular KEW) in one way or another

• Our team also does a lot of work with departmental application areas and eDocLite

KEW Integration @ IU - Enterprise• Electronic Research Administration• Human Resources• Timekeeping• Paid Time Off Submission• Purchasing• Travel• IU Foundation• Billing for Storage and Virtualization Services• Student System

– Add/Drop Courses– Grade Change– Schedule of Classes

• Enterprise Portal – Action List Portlet• Coming Soon:

– Faculty Annual Reporting– Information and Reporting Environment (DSS)– KFS and KC!

rSmart

KEW Integration @ IU - eDocLite• Safeword Card Request• Office of the Vice President for Research

– Internal Funding Request– Conflict of Interests

• University Graduate School – Course Remonstrance• IU Health Center – Electronic Appointment Requests• Dean of Faculties – Office of Affirmative Action• Bloomington Registrar

– Bulletin– Documentation

• Student System – Special Credit Request• Purchasing Contracts• Account Management System• University College – Request for Absence• Security Office• Motor Pool Request• Oncourse (Sakai) Administrator Request

rSmart

Kuali Rice Implementations

• Created Timekeeping application with SJDC using Rice 0.9.3

• Implemented custom route nodes for CSU on Rice 0.9.4 for KFS implementation (live in July)

• Implemented custom route nodes for NPS KFS implementation (live in October)

• Implementing custom route nodes at UofA using Rice 1.0.1 for KFS

Rice Integration

• KIM/LDAP integration– Using Spring– In Production at SJDC and NPS on older branch

with Rice 0.9.4– In testing at UofA with Rice 1.0.1 (big changes)• Session tomorrow with Leo from UofA and David from

SJDC

– Required minor core rice fix related to hard coded admin users (patch available to use a parameter)

Rice Interest beyond KFS

• Helping several other Universities switch to Rice as their standard development platform– Brown University– UCONN– RF CUNY– Illinois State– UC Merced

Cornell University

Kuali Rice Implementation @ Cornell

• Currently using Rice 0.9.2.1– Live in September 2008

• Planning an upgrade in February/March of 2010 to Kuali Rice 1.0.X

• Just starting to integrate KEW into our enterprise applications – strategically and holistically

• Have built a number of Kuali Rice KNS based applications at Cornell

Kuali Rice Implementation @ Cornell

PDF Workflow Documents @ Cornell

Rice 1.1

Kuali Rice Implementation @ Cornell

• ColdFusion and PHP wrappers over Rice web services• Integration with Cornell’s Kerberos based web

authentication for SSO• Integration with Cornell’s directory (LDAP)• Integration with Cornell’s group management system

(ACL server Active Directory)• PeopleSoft integration (web services)– HR supervisor workflow rule– Business process orchestration

Colorado State University

KEW

Colorado State UniversityImplemented KFS July 2009 Implementation Branch Bundled Rice 0.9.4IT Implementation Team• 2 Non-Java Technical team members• 1 Java Tendered Resource (4 months)

As close to out-of-box as possible

Workflow / Approvals

• Most new roles created via SQL(Impl branch cannot create permissions/responsibilities)

• 20 new Java roles (FP, Purap, CAM)• rSmart developed 16 roles• Majority use Parameters for Role Qualifiers• Extensive use of KIM Groups• Rework required for pCard and Research• Smooth Sailing

Future

• Upgrade to KFS Release 3.0 w/ Rice 1.0.1• Unbundle Rice (Standalone) from KFS - 2010• KC 2.0 w/Rice 1.0 – KC Standalone – 2010• Goal – Single Action List KFS and KC• Travel Expense System using Rice

San Joaquin Delta College

Delta College Existing Applications

• Kuali Financial System (Early Implementer)– Worked with rSmart to implement– Added new KIM Role nodes– Customized existing KFS Roles used by routing

• Time and Attendance– Existing system is paper timesheets for all staff– Uses KEW Rule Template routing– Gives us a better system of approval process by

managers– Allows for programmatic collection of data

Delta College Upcoming Applications

• Kuali Financial System 3.0• KSB Adapter project to allow legacy

applications connection to Service Bus• Personnel Action Application– Rice 1.0.1 Application– Uses KIM based routing– Human Resources wrapper– Sold to HR Staff as a Workflow application that

eliminates manual communication