A continuity planning tool for higher education Ryan Means Project Manager, Kuali Ready and Senior...

a continuity planning tool for higher education

Ryan MeansProject Manager, Kuali Ready and Senior Security Analyst

University of California, Berkeley

Paul DimondManager, Office of Continuity Planning

University of California, Berkeley

• Launched for Founders and Early Adopters

April 1, 2010

• A continuity planning tool

• Specific to Higher Education

• SaaS

• Annual subscription $4K to $11K

• 48 campuses currently subscribing

• General Availability release planned end of Nov.

Being Prepared Starts With A Click!

1. Innovation in Continuity Planning(Paul Dimond)

2. Innovation in Technology & Service Delivery (Ryan Means)


What is the goal of continuity planning?


No matter what happens today,

we want to be able to do tomorrow

what we were doing yesterday.


Emergency Management:

Continuity Management:

Goal – secure life, health & property

Goal – continue operating

source: SXC.hu / Michael Cossey

source: Sarvodaya.org


No matter what happens today,

we want to be able to do tomorrow

what we were doing yesterday.


How do we meet this goal?


Put in place NOW the things that will enable us

to continue serving our constituents

and maintain our viability

following a catastrophic event (of any size or type)


Universal StudiosJune 2008

– they were ready for this fire

source: www.guardian.co.uk

source: www.huffingtonpost.com


Mill Valley, CAOct. 3, 2009Power Outage

Piazza D’Angelo Restaurant


Serve food to customers

Financial

Piazza D’Angelo Restaurant


What does a continuity plan contain?

• Critical functions of the dept.

• Plan B for each

• Information that will be needed

• Action items


How does Kuali Ready make continuity planning work for higher education?

Focus on the needs of higher ed

Focus on actions, not plans

Focus on usability


Focus on the Needs of Higher Ed

• Flexible enough to suit any org structure• Instructional Continuity • Extensively customizable to suit each

institution


Focus on Usability

• No continuity planning experience needed!• No training needed!• Built-in explanations• Clear straightforward language• Intuitive navigation


Kuali Ready Demonstration Version:

https://us.ready-staging.kuali.org/demo

(the real thing, public access)


https://us.ready-staging.kuali.org/demo

How does Kuali Ready work?

Kuali Ready is a new breed of service, delivered “Above the Campus”

– Software-as-a-service– Delivered by hosting institutions to subscribing

institutions through the Kuali Foundation– Making it “consortium-sourced”


Efficiency

DirectionLeverage


Value of a consortium-sourced solution?

Kuali Ready Service Delivery

Kua

li R

eady

- U

S

Kuali R

eady – Canada

US Subscribers

Canadian Subscribers

Kuali Ready Service Management and

Subscriber Support

Subscriber Support


What does it look like to a subscriber?

• Multiple site hosting with high availability• Canadian data storage for Canadian

institutions• Full integration with Shibboleth / SAML• Focus on security in code development and

service delivery


Key Design Components

What about the code? Rich Web 2.0 User Experience

Struts 2 JavaServer Pages GWT, AJAX, and EXT

Struts 2 with Spring SOA-ready, MVC, AOP Transaction Management Inversion of Control

JPA with Hibernate

Federated Identity Management SAML & Shibboleth

Eclipse, Maven, SubversionJUnit, DBUnit, JBoss/Tomcat

Java VM

HTTP Web Container (Tomcat)

Kuali Ready Data Access LayerJPA - Hibernate

Kuali Ready Service LayerSpring

Kuali Ready Service Layer

Struts 2Spring GWT Dispatcher

Kuali Ready Struts Actions

Kuali Ready DB

RP

C

HT

TP

-JS

ON

HT

TP

Web Browser

Dynamic AJAX Scripts

Google Web Toolkit, EXT

HTML Web Pages


How is the service governed?• Comprised primarily of CIOs at member institutions, with some functional owners• Oversees project scope and mission• Responsible for project-sponsored development activities

Project Board

• Comprised of functional owners from institutions with Board members• Focused on functionality of application, implementation, integration• Develops enhancement requests and forwards priority list to Project Board

Functional Council

• Reports to the Project Board• Comprised of technical staff from hosting institutions• Focuses on issues of service delivery and responsible for ensuring that service meets

SLA established in Charter

Service Delivery Council

• Works with subscribers to identify and prioritize resolution of outstanding issues• Provides Tier 2 support for subscribing institutions and monitors service delivery for

Technical CommitteeService Support


Financial Model

• How is the money used?– Subscribers pay annual subscription fee to Kuali Foundation– Portion of subscription fee pays off initial development costs

and is “banked” for future development– Hosting institutions invoice Kuali Foundation for service

hosting / support costs• Advantages

– Kuali Foundation acts as broker between subscribers and hosting institutions

– Fewer contracts, simplified management / provisioning


How is it supported?

• Tier 1 support is performed at the subscriber’s institution by a functional owner

• Tier 2 support is provided as part of the subscription by Berkeley– Issues are escalated to Tier 2 support by the functional owner at Tier 1

• Infrastructure and application issues are resolved by service providers at the hosting institution in coordination with Tier 2 support


Future Software Development

How will the code base evolve? Two ways.

• Development sponsored by Project Board from Project Development Bank• Input from subscribers to Functional Council to prioritize

key enhancements• Code contributions from subscribing institutions for

specific features / functionality

Is the code open-source? Of course!


Getting Involved

Timeline• Early adopter release available now• GA release November 2010

Cost? • Four tiers of site-licensed pricing based on type of institution and

membership in Kuali Foundation• $11k/year for Non-Members• $8k/year for Kuali Foundation Members• $5.5k/year for Sponsored Non-Members• $4k/year for Sponsored Kuali Foundation Members


How do I sign up?

• Go to the Kuali Ready Site at http://kuali.org/ready and follow the instructions for purchasing an instance

• Contact the Kuali Ready Project Manager at [email protected] with questions


http://kuali.org/ready

http://kuali.org/ready

mailto:[email protected]

Lessons learned for consortium-sourcing

• Start with something subscribers really want• Importance of Functional Council• Importance of an intermediary• Be prepared for different goals and levels of

engagement with governance


Questions?


A continuity planning tool for higher education Ryan Means Project Manager, Kuali Ready and Senior...

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