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Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG Portals uPortal and JA-SIG

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Page 1: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

Jim Farmer, University of Delawareat North Carolina State University

May 21, 2001

PortalsuPortal

and JA-SIG

PortalsuPortal

and JA-SIG

Page 2: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Administrative

Instruction

Library

Research

A Student’s Web World

Page 3: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Students expectations shaped by...

• Their experience applyingfor federal financial aid

• Their use of financial services portals• Their use of the Internet• Their life in a “real-time,

information rich” environment

Page 4: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Students now expect...

• Customer service 24 hours a day,7 days a week

• Complete information froma single source

• Delivery by Web, e-mail, telephone, and facsimile, and, wireless devices• response time of 15 seconds for

telephone, 10 seconds for Web, and 2 hours for e-mail and facsimile

• access to a complete customer history

Page 5: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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College students choose a Web site...

Ranked by importance 1. College or university’s portal

if adequate2. Suggestions of other students3. Print advertisements4. Web search

Page 6: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Why are portals important

• Makes knowledge workers more productive

• Preferred by users• Market share• Brand identity

• A viable architecture for information services• Time to market• Improved services• Lower costs

Page 7: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Portal defined

a. generally synonymous with gateway, for a World Wide Web site that is or proposes to be a major starting site for users when they get connected to the Web

www.whatis.com, May 19, 2001

b. software integrating many divergent systems for presentation and use on the Web

Page 8: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Yahoo, the portal example

Page 9: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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MyYahoo, a personal portal

Page 10: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Where does uPortal fit?

Data Applications

uPortal with Channels

Browsing Devices

People

Page 11: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Administrative

Instruction

Library

Research

A Student’s Web World

Page 12: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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A Student Portal

Page 13: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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A student’s portal

Personal channel selections

University services

Governments

Organizations

Businesses

PortalPortal

Page 14: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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An academic portal

Directory Server

Authentication Server

Administrative Systems

Library System

Learning Management

Collaboration Facilities

PortalPortal

Page 15: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Portal integration

webiso Authentication

LDAP, UDDI directories

Administrative systems as Web services

Marc, Dublin Core library

IMS,Scorm learning material

RSS, standard channel content

PortalPortal

Page 16: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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A student’s view of the Web

Page 17: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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View through a portal

Page 18: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

An example, uPortal 2.x

a Web-services based portal

Page 19: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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What is uPortal?

• Framework for presenting aggregated content (channels)

• Personalization

• Role-based access control

• “Toward” single signon

Page 20: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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uPortal Interfaces

• Authentication• Proving your identity

• Authorization• Deciding what you can access

• User preferences• Profiles, structure, themes, skins

• Channel information• Availability and configuration

Page 21: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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What is a Channel?

• Displays content • XML feeds

• Rich Site Summary (RSS)• Web services

• Legacy systems

• Interactive applications• Bookmarks• Email, chat, list serves

Page 22: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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RSS Channel

Page 23: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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The Meteor channel

Page 24: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Flexible Layouts

• Structures• Tab / column• Tree / column

• Themes• Multi-column• Multi-row

• Skins• Matrix, Java

Page 25: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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XML

Stylesheet

XHTML: Web Browser

WML: Cell Phone

HTML: PDA

XSLTProcessor

Content Transformation

Page 26: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Multiple Target Devices

Page 27: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Tab / Column Layout

Page 28: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Tree / Column Layout

Page 29: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Theme: uosm

Page 30: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Theme: java

Page 31: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Theme: imm

Page 32: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Theme: matrix

Page 33: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Interfaces Facilitate Implementation

Alice wants to see the faculty

calendar.

Is Alice a faculty member?

Look in our LDAP directory

Contact ourHR application

or

Interface

Implementations

Page 34: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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What’s new in 2.0?

• Abstraction of layout• Structure/theme transformations• Standard channel events• Standard CSS classes• More flexible publish/subscribe• User profile management• JNDI lookup service• WebProxy channel

Page 35: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Coming Soon

• Layout-specific userpreferences management

• Fully-normalized database• Support for “Wallet” authentication• Integration of vendor content• More support for cell phones

and palm pilots

Page 36: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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JA-SIG

• Java In AdministrationSpecial Interest Group• www.jasig.org

• Conferences biannually• Clearing house

• https://www.mis4.udel.edu/JasigCH/

• Collaborative projects

Page 37: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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uPortal Community

• University of British Columbiamy.ubc.ca

•Boston College•Cal Poly San Luis Obispo•College of the Holy Cross•Columbia University •Cornell University•Interactive Business Solutions

•Meteor Project•Memorial University of Newfoundland•Plymouth State University

•Princeton University •Rutgers University•University of Delaware •University of Hawaii•University of California, Irvine •University of Colorado•University of New Mexico•Villanova University•Virtual Education Space (VES)•Yale University

Page 38: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

The endwww.ja-sig.com

Jim Farmerinstructional media + magic, inc.

[email protected]

Page 39: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

Web services as an architecture

Page 40: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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A Web service is

• XML business messages• using ebXML/SOAP compliant

data transport• rendered using XSL transformations• for a remotely authenticated user

Page 41: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Web services architecture is

• XML “tagged” data contenteXtensible Markup Language

• ebXML/SOAP data transportSimple Object Access Protocol

• XSL transformations for presentationeXtensible stylesheet language

and now• UDDI/WSDL directory services

Universal Description, Discovery, and Integration, and Web Services Description Language

Page 42: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Department of Education standards

MeteorSFA

Announced

Announced[March 2001]

Expected

UMLXMLJava

SOAP XML-RPCUDDI/WSDL

SAML

May 15

Proposed, with convergence

[Feb 2000]

Page 43: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Convergence: Business Messages

June 2000 MayDecember

CommonLine XML [ESC]

LoanML [IFX]

Common Record [SFA]

CommonLine R5 [ NCHELP ESC]

Page 44: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Convergence: Data Transport

September 2000 AprilMarch

SOAP [NCHELP ESC]

SOAP [SFA]

ebXML [PESC]

“Simple SOAP” [Meteor]

Page 45: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Convergence: Authentication

December 2000 JuneMarch

SFA [NCS Proprietary]

SAML [Oasis]

S2ML [Netegrity]

AuthML [Securant]

XTASS [VeriSign]

Internet 2 [Shibboleth]

Page 46: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Is Web technology important?

• Feb 1993 - The University of Illinois releases the Mosaic browser

• Oct 1995 - The word e-commerce enters the vocabulary

• Feb 2000 - ED/SFA announces UML, XML, Java standards

• Sep 2000 - IBM announces “Web services”, a new architecture

Page 47: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Value of Web services technology

Open standards Web service projects are taking one-fourth the time and costing one-fifth comparable projects using traditional technology. Performance is 2 to 10 times better than expected.• HFC Bank - IFX credit card application using XML,

SOAP and XSLT• Deutsche Bank Bauspar - FixML security

transaction integration using XML messages and XSL transformations

• Hypo Vereinsbank - Integration

Based on presentations at the XSLT [Invitational] Conference

Oxford, University, April 8-9, 2001

Page 48: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

The Meteor Channel, an example of Web services

Page 49: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Meteor in a nutshell…

Lender

XML

Page 50: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Diagram of Meteor Concept

Web ServicesHTML

MeteorXML

StudentStudent Access Provider Access Provider Data Provider Data Provider

Page 51: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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As implemented ...

Web ServicesSecure HTML

MeteorSecure XML

StandardBrowserStandardBrowser uPortaluPortal

MeteorSOAP

MeteorSOAP

MeteorSOAP

MeteorSOAP

DatabaseDatabase

Page 52: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Data from multiple sources, locations

Page 53: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Meteor remote authentication

Page 54: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Meteor list of loans

Page 55: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Sample Meteor loan detail

Page 56: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Meteor Channel in the uPortal

Page 57: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

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Meteor XML Request message>>(Tue Jan 09 11:50:58 EST 2001) Processing SOAP request...

<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsd="http://www.w3.org/1999/XMLSchema" xmlns:xsi="http://www.w3.org/1999/XMLSchema-instance"> <SOAP-ENV:Body> <ns1:getLoanHistory SOAP-ENV:encodingStyle="http://xml.apache.org/xml-

soap/literalxml" xmlns:ns1="urn:ifx-loan-server"> <IFXRequestEl> <IFX> <SaisSvcRq> <RqUID/> <SPName>gov.studentclearinghouse</SPName> <LoanHistoryRq> <CustId> <SPName>gov.ssa</SPName> <CustPermId>448377707</CustPermId> </CustId> <DateOfBirth>1980-09-03</DateOfBirth> </LoanHistoryRq> </SaisSvcRq> </IFX> </IFXRequestEl> </ns1:getLoanHistory> </SOAP-ENV:Body></SOAP-ENV:Envelope>

Page 58: Jim Farmer, University of Delaware at North Carolina State University May 21, 2001 Portals uPortal and JA-SIG

The endwww.ja-sig.com

Jim Farmerinstructional media + magic, inc.

[email protected]