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1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project Manager
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1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

Jan 03, 2016

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Page 1: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

1

Kuali Nervous System (KNS)Part 2

Presented by:

Jerry Neal – KFS Development Manager

Geoff McGregor – KC Lead Developer

Brian McGough – KRice Project Manager

Page 2: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Transactional Documents)

• Transactional documents perform a business process or action within the system

• Each transaction document configured in KEW for unique routing process

• Documents that perform similar business actions form groupings:– General Ledger Posting– Accounting– Research

Page 3: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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• Document Hierarchy

KNS Functionality (Transactional Documents)

Page 4: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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• Document object is a special business object containing hooks for the document lifecycle

• Actions on documents handled by extending and customizing Rice base classes:– Document base– Action Base– Rule Base

• User Interface constructed on case by case basis by reusing common tags and creating document specific tags

KNS Functionality (Transactional Documents)

Page 5: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Transactional Documents)

• KFS Transactional Document– KFS uses transactional documents to implement core

financial processing, as well as Purchasing, CAMS, AR and Labor.

– Transactional Document Examples• KC Transactional Document

– KC uses transactional documents to build the web forms that support end-user functions

– Transactional Document Examples

Page 6: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Custom Tag Library)

• Reusable web content with JSP 2.0 Tags• Provides standard look and feel components

– Page headers/footers– Tabs

• Provides common document components– Document Header/Overview– Notes– Route Log– Controls

Page 7: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Custom Tag Library)

• Integrated with Data Dictionary:– htmlControlAttribute renders a field using control type

and size declared in dd– htmlAttributeLabel renders a field label using label

defined in dd

Page 8: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Custom Tag Library)

• KFS Reusable Custom Tag Example– KFS uses custom tags to reuse content such as

accounting line infrastructure– Custom Tag Examples

• KC Reusable Custom Tag Example– KC uses custom tags to build the UI for our

transactional documents– Custom Tag Examples

Page 9: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (System Parameters)

• Special system tables for configuring the system during runtime

• Allow for turning certain features of the system On or Off• Configuration of values used as defaults in the system or

by a process such as validation• Other settings include batch configuration, URLs, & help

Page 10: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (System Parameters)

• Flexible configuration with use of Allow/Deny indicator and List values (including constraining values)

• Each system parameter record is updated by a maintenance document– Access controlled by the parameter workgroup– Can optionally be routed for any necessary approvals

Page 11: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (System Parameters)

• KFS System Parameter Example(s)– KFS uses system parameters to configure institutional

financial values and enable system features– System Parameter Examples

• KC System Parameter Example(s)– KC uses system parameters to configure the UI,

maintain runtime-configurable constants used for business rule logic and decision logic, and to store URIs – and much more

– System Parameter Examples

Page 12: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Business Validation Framework)

• Basic size & shape validation with Data Dictionary• Fine grained validations written in Java code

– Highly customizable with system parameters and data dictionary overrides

– Extensive code reuse through inheritance and services

• Common infrastructure for adding and reporting errors with error text in resource files

Page 13: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Business Validation Framework)

• Isolated within the system for easier maintenance and customization

• Built using an event model for scaling as the system evolves– processSaveDocument(…)– processRouteDocument(…)

Page 14: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Business Validation Framework)

Document RuleEvent W Interface

Request

Call rule interface method

Generate event

KualiRuleService

Busines Rule ImplImplemnts rule interface?

Get business rule impl

Return errors

Document.xml

Page 15: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Business Validation Framework)

• KFS Business Validation Framework example– KFS extends the business validation framework for

reusable accounting document validation– Business Validation Examples

• KC Business Validation Framework example– KC the business rules framework for processing and

publishing page and audit errors– Logical errors, not form-field size and shape errors– Business Validation Examples

Page 16: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Extensible Batch Framework)

• Interfaces and base implementations for implementing batch processes:– Step : stage in batch process– Job : one or more steps that run sequentially

• Spring configuration of batch implementations• Built in scheduling of batch jobs with Quartz

– Flexible scheduling configuration– Hard and Soft dependency settings

Page 17: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Extensible Batch Framework)

• Jobs runnable as standard Java main applications• Optional integration with external scheduler by

overridding SchedulerService

Page 18: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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KNS Functionality (Extensible Batch Framework)

• KFS Batch Framework example– KFS uses the batch framework to implement core

general ledger processing, budget construction, and labor batch

– Batch Framework Examples• KC Batch Framework example

– None at this time

Page 19: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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Kuali Nervous System Part 2 Wrap up

• Components that we saw– Transactional Documents

For business process based transactions

– Reusable Custom Tag Library Makes building UI’s for Transactional Documents easier

– System Parameters Allow for runtime configuration changes

– Business Validations Framework Allows for a plug point for writing business validation code possibly

leveraging runtime configurable system parameters

– Extensible Batch Framework Allow for scheduling and management of background work that must

be performed by the system

Page 20: 1 Kuali Nervous System (KNS) Part 2 Presented by: Jerry Neal – KFS Development Manager Geoff McGregor – KC Lead Developer Brian McGough – KRice Project.

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• Questions on what you have seen in Part 2?