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Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Page 1: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

Jim Farmer, University of Delawareat the

3rd Annual Portal Technology SymposiumSan Diego, California

July 10, 2001

JA-SIG and the uPortal

Page 2: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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JA-SIG

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

• Clearing house• https://www.mis4.udel.edu/JasigCH/

• Collaborative projects• Conferences and communication

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JA-SIG mission

• communication of new technologies, innovative methodologies and best practices

• peer review, collaboration, and group discussion

• technology exchange between vendors and institutions

Page 4: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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JA-SIG focus

• The Java/XML technologies• Shared experience, expertise, and

program code• Common direction in administration• Foster use of Java/XML in Higher

Education• Leverage Higher Education with

hardware and software Vendors___________________

Interoperability

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JA-SIG activities

• Communication - Web page, lists, developer meetings

• Conferences – twice annually for information technology management and developers

• Clearinghouse – code sharing

• Collaborative open source development - uPortal and channels

Page 6: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Why collaboration?

Early in a technology’s life, there are few experts, limited documentation, marginal vendor support, and inadequate training opportunities

____________________Collaboration leverages learning, development, and deployment experience

and we see it every day in JA-SIG

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Early JA-SIG members

• Princeton• U British Columbia• Delaware• Florida State• Cornell• UCal Irvine• UCal San Diego• Boston College• Georgetown• Cal Poly SLO

• Brown• Yale• Hawaii• Columbia• U Washington• Minnesota• U Texas Austin• U New Mexico• Wisconsin• …more

Page 8: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Administrative

Instruction

Library

Research

A Student’s Web World

Page 9: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 10: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 11: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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College students choose a Web site...

Ranked by importance • College or university’s portal

if adequate• Suggestions of other students• Print advertisements• Web search

Page 12: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 13: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Portal defined

• 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

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

Page 14: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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A Student Portal

Page 15: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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A student’s portal

Personal channel selections

University services

Governments

Organizations

Businesses

PortalPortal

Page 16: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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An academic portal

Directory Server

Authentication Server

Administrative Systems

Library System

Learning Management

Collaboration Facilities

PortalPortal

Page 17: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 18: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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A student’s view of the Web

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A student’s view of the Web

Page 20: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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What is uPortal?

• Framework for presenting aggregated content (channels)

• Personalization

• Role-based access control

• “Toward” single signon

Page 21: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Where does uPortal fit?

Data Applications

uPortal with Channels

Browsing Devices

People

Page 22: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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

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What is a channel?

• Displays content • XML feeds

• Rich Site Summary (RSS)• Web services (WSUI?)

• Legacy systems

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

Page 24: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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RSS Channel

Page 25: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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A Web services channel

Page 26: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Flexible Layouts

• Structures• Tab / column• Tree / column

• Themes• Multi-column• Multi-row

• Skins• Matrix, Java

Page 27: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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XML

Stylesheet

XHTML: Web Browser

WML: Cell Phone

HTML: PDA

XSLTProcessor

Content Transformation

Page 28: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Multiple Target Devices

Page 29: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Tab / Column Layout

Page 30: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Tree / Column Layout

Page 31: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Theme: uosm

Page 32: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Theme: java

Page 33: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Theme: imm

Page 34: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Theme: matrix

Page 35: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 36: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 37: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 38: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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uPortal Community

• University of British Columbiamy.ubc.ca

•Boston College•Cal Poly San Luis Obispo•Columbia University •Cornell University•Interactive Business Solutions

•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 39: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

The endwww.ja-sig.com

Jim Farmerinstructional media + magic, inc.

[email protected]

Page 40: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

Web services as an architecture

Page 41: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 42: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 43: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 44: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Convergence: Business Messages

June 2000 MayDecember

CommonLine XML [ESC]

LoanML [IFX]

Common Record [SFA]

CommonLine R5 [ NCHELP ESC]

Page 45: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Convergence: Data Transport

September 2000 AprilMarch

SOAP [NCHELP ESC]

SOAP [SFA]

ebXML [PESC]

“Simple SOAP” [Meteor]

Page 46: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Convergence: Authentication

December 2000 JuneMarch

SFA [NCS Proprietary]

SAML [Oasis]

S2ML [Netegrity]

AuthML [Securant]

XTASS [VeriSign]

Internet 2 [Shibboleth]

Page 47: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 48: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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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 49: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

The Meteor Channel, an example of Web services

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Meteor in a nutshell…

Lender

XML

Page 51: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Diagram of Meteor Concept

Web ServicesHTML

MeteorXML

StudentStudent Access Provider Access Provider Data Provider Data Provider

Page 52: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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As implemented ...

Web ServicesSecure HTML

MeteorSecure XML

StandardBrowserStandardBrowser uPortaluPortal

MeteorSOAP

MeteorSOAP

MeteorSOAP

MeteorSOAP

DatabaseDatabase

Page 53: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Data from multiple sources, locations

Page 54: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Meteor remote authentication

Page 55: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Meteor list of loans

Page 56: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Sample Meteor loan detail

Page 57: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

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Meteor Channel in the uPortal

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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 59: Jim Farmer, University of Delaware at the 3rd Annual Portal Technology Symposium San Diego, California July 10, 2001 JA-SIG and the uPortal

The endwww.ja-sig.com

Jim Farmerinstructional media + magic, inc.

[email protected]