theFort.fortlewis.eduuPortal not Luminus

http://theFort.fortlewis.edu

What is a Portal?

Portal - A doorway, entrance, or gate, especially one that is large and imposing.

Enterprise Portal – A server used by institutions to build a gateway, providing access to and interaction with relevant information, applications and processes for select targeted audiences, delivered in a highly personalized manner.

Portal Type Definition ExamplesConsumer Portal One-stop websites providing customized,

personalized informationmyYahoo, iGoogle

Community Portal Information aggregated, edited, and organized around a topic of interest

Educause

Vertical Portal Community portal with a specialized business theme

E*Trade

Enterprise Portal Assists users in being more productive by using centralized access to needed data and application services

Oracle PortalLuminusUportal

Information Supplied by Unicon

Why does Fort Lewis College need a Portal?

IT Challenges:• Increasing number of sources of information• Increasing competition for users “eyes” – users not seeing important information• Students aren’t reading e-mail• Increasing number of services requiring authorization• Complexity of providing secure login to all systems• Need for targeted communications to students

Constituent Expectations:• Users expect systems to be easier to use, even in the face of increased complexity• Users expect services to be offered via the web• Users expect greater personalization

Information Supplied by Unicon

Admin. Staff Faculty Students ProspectiveStudentsAlumni

WebOpus

Banner

Wikis &Blogs

Library (III)ClioWeb

CampusInformation Email

Moodle

PublicInformation

Intranet / Internet

Problem – Current System of Information Delivery

Information Supplied by Unicon

Admin. Staff Faculty Students ProspectiveStudentsAlumni

WebOpus

Banner

Wikis &Blogs

Library (III)ClioWeb

CampusInformation Email

Moodle

PublicInformation

Intranet / Internet

CampusSkycard Bookstore

Portal Solution – Improved Information Delivery

Information Supplied by Unicon

What is uPortal?

Information Supplied by Unicon

• uPortal is a free, sharable portal under development by institutions of higher-education.

• Project run by the JASIG organization (Java Architectures Special Interest Group) • Version 1 released in July 2000• Version 3 released in July 2008 • Currently, over 25 institutions and several commercial entities contribute to the

uPortal project

Luminis Application Duplication

Information Supplied by Unicon

• Luminis functionality duplicated in existing systems• Moodle Course Management• Banner Self Service• Content Management• Uportal baseline functionality• Webmail

• Luminis proprietary SSO

Who is Unicon?

Information Supplied by Unicon

Founded in 1993, Unicon has a strong history of delivering educational and community technology for corporations and institutions world-wide.

Core competencies:• Designing, implementing and supporting enterprise portal, learning and

integration technology for higher education institutions• Specializing in Enterprise Information Portals (EIP), Advanced Learning, and

Content Technology.• The leading commercial supporter of the uPortal open source initiative

What does Unicon Provide?

Information Supplied by Unicon

• Assessment• Education Services

– uPortal Fundamentals Training– uPortal Advanced Training

• Implementation Project Management• Architecture and Design• Capacity Planning• Installation and Configuration• Central Authentication Service (CAS)• Mentoring

• Development and Test Environment Setup

• Integration• Custom Channel Development• Upgrade and Conversion• Technical Support

• Open Source means reduced cost of ownership• Developed by/for Higher Education• Growing community of users / Broad adoption• Standards Based• Development Platform vs. Proprietary Solution • Database and Authentication System independent• Platform / OS Independent• Backed by commercial entities to ensure stability and

continued future support• UNICON provides all support services

- Training, mentoring, customization, conversion, etc.

• Minimal ongoing funding• Layer of abstraction from Banner

uPortal & CAS Advantages

Details! Details! Details!

Information Supplied by Unicon

Campus portals can be very complex. For their success many things must be considered:

- Do I want an open, expandable system or simply a packaged system?- What is the primary role of the portal?- What systems do I want to integrate with and how?- Do I plan to push users to the portal and how?- Who will be the first user groups?- What information do I want the users to access?- How much customization by the user do I want to allow and maintain?- How do I push new channels to the users?- Are their certain channels I don’t want the user to remove?- On what OS do I want to implement?- What application server do I want to use?- What portal database server do I want to use?- How will I handle older browsers?- What will it cost to implement?- What will be the on going cost?

Success?

• What will be a successful portal at Fort Lewis College?

• Single Sign On • Email, WebOpus, Moodle, Portal, etc.

• Targeted Communication• Student use• Faculty use• Staff use

The RFP

• Out for bid 2/1/2008 – 2/15/2008• Sungard HE• Unicon• Campus EAI

• Award to Unicon 2/18/2008• State Contract process 2/18/2008 – 4/15/2008• Unicon started work 4/15/2008• In production 8/25/2008

The RFP

A. uPortal

1. uPortal Specifications: The vendor must provide the following services:

• Configuration and integration with CAS• Configuration and integration with an RDBMS (Fort Lewis College has an Oracle Site license

and can also support MySQL and Microsoft SQL Server)• Development and installation of a custom software “Skin” using uPortal’s standard template• Installation and configuration of portlets/channels in support of the college’s communications

needs• Documentation of above configurations and integrations

The RFP

C. Enterprise Directory Service (Optional)1. Enterprise Directory Service Specifications: 

• The vendor must provide the following services or state reasons why Active Directory will adequately support uPortal, CAS, and future directory needs.

• Installation and configuration with eduPerson Object Class Specification (200712)• Configuration and integration with uPortal• Configuration and integration with CAS• Documentation of above configurations and integrations

The RFP

D. HARDWARE1. Components 

• Fort Lewis College will provide suitable hardware and systems software platform(s) for both production and development systems as agreed upon with vendor.

The RFP

IV. SYSTEM SUPPORT

A. IMPLEMENTATION AND INSTALLATION

1. Delivery and Installation ScheduleThe system must be delivered and installed on campus by the following dates:

3/7/2008 Planning process with vendor complete.6/2/2008 Web Portal/SSO systems ready for testing/use by summer students.9/1/2008 Web Portal/SSO systems ready for general student use.

 The Vendor must provide Fort Lewis College with system implementation and installation support and assistance. Please describe the services you will provide. Associated costs for these services must be specified in the Quotation section of the Vendor's response.

The RFP

B. TRAINING PROGRAMThe vendor must provide on-site training for no less than 10 people for uPortal Administrators and Developers. Course topics should include: 

• uPortal Overview• Authentication and Authorization• Groups and Permissions Framework• Aggregated and Template Layouts• Administrative Channels• Permission Manager• Accessing User Attributes and Information

 The vendor must also provide Portal System Administrator training. The training may be remote and should include topics such as: 

• Supporting Applications• Maintenance including backups• Troubleshooting

The RFP

C. CUSTOMER SERVICE AND SUPPORTPlease describe your Customer Service and Support program, including a customer support site via the internet. Associated costs for the program services must be specified in the Quotation section of the Vendor's response.

 D. SYSTEM USER GROUP

Please indicate if there is an established system user group, what part the user group plays in system development, and how often the user group meets.

The RFP

B. CAS (Central Authentication Service)1. CAS Specifications:  

• The vendor must provide the following services:• Configuration and integration with LDAP• Configuration and integration with uPortal• Development and installation of a custom software brand using a standard CAS template• Documentation of above configurations and integrations.

Costs

Prior to RFP:

Sungard:

ProductSoftware License Services

1st Year Maintenance Total

Luminis Basic $90,000 $171,700 $16,200 $277,900

Luminis Foundation $120,000 $288,500 $21,600 $430,100

Luminis Premier $187,500 $297,300 $33,750 $518,550

Costs

Prior to RFP:

Unicon:Item Cost

Implementation Planning and Project ManagementProject Management $18,950Implementation Planning SessionProject Planning and Assessment (Includes Directory Planning and Consultation)

uPortal ImplementationuPortal Installation and Configuration $21,350uPortal BrandinguPortal Training

uPortal Administration Portal System AdministratorCAS Implementation

CAS Installation and Configuration $25,550CAS BrandinguPortal “CASification”

Totals: $65,800

Costs

RFP Response:

Sungard: Thank you for the opportunity to respond to Fort Lewis College’s Request for Proposal (RFP) for a Student Web Portal. We regret that we will not be providing a response to your RFP # 2886. SunGard Higher Education is highly committed to customer satisfaction by delivering quality products, and providing expert professional services that help meet your critical needs, while providing value-added services for your students and administrative staff. Unfortunately, SunGard Higher Education cannot provide the high-quality detailed response to your proposal that would meet the high standards we set for ourselves. Specifically, Fort Lewis College has mapped an ambitious schedule for the implementation of the Student Web Portal. Our staff has concerns about delivering a comprehensive solution in such a condensed timeframe.

Costs

RFP Response:

Item Cost Implementation Planning and Project Management Project Management Implementation Planning Session Project Planning and Assessment $18,250uPortal Implementation

uPortal Installation and Configuration uPortal Branding $12,600Install and Configure Open Source Toro Channels and Portlets $2,000Install and Configure SJDC Announcements and Alerts $15,750Channel, SJDC Email Preview Portlet, and Yale Calendar Preview Portlet

CAS Implementation CAS Installation and Configuration CAS Branding uPortal “CASification” $25,550Moodle, Banner Web Access, Outlook Web Access “CASification” $26,250

Training uPortal Administration Training $7,500Portal System Administrator Training $1,250

Total: $109,150

Final cost $94,150

Success Criteria

• What will be a successful portal at Fort Lewis College?

• Single Sign On • Email, WebOpus, Moodle, Portal, etc.

• Targeted Communication• Student, Faculty & Staff usage

Success Criteria

• May 2008 Uportal 3 GA• Implementation decision V2 or V3?• Went with Uportal 3

• Spring Java framework • Fewer Portlets & Channels • JSR 168 Portlet standard• Better Navigation• Cool Drag & Drop like iGoogle

Success Criteria

• Single Sign On – CAS• Banner Self Service - Webopus

• University of Southern Utah• Go to any URL at the menu level in Banner Self Service• Converts Userid to PIDM

• Outlook Web Access 2007• CAS server acts as web proxy• Runs inside a proxy portlet or standalone

• Moodle• Multiple instances = seamless navigation

• Portal theFort

Success Criteria

• Targeted Communication Groups• All Students• All Faculty• All Staff• First Time Freshman• Transfer• Earned Credit 1-30 • Earned Credit 30-60 • Earned Credits 60-80 • Earned Credits 80 • Graduating Semester

Targeted Communication

• Different layout based upon group• Layout and announcements change as your

group status changes

Student Faculty Staff UsageDate Total Unique Users Total logins

9/1 – 9/7/2008 1380 6292

9/8 – 9/14 1088 6331

9/15 – 9/21 958 5935

9/1 – 9/21 1734 = 39% 18,713

Questions?