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Course Design Document: IS305: Enterprise Web Solutions

Version 3.5

January 8, 2012

SMU School of Information Systems (SIS)

Table of Content 1. Versions History ........................................................................................................................... 4 2. Overview of the Enterprise Web Solutions course ....................................................................... 5 2.1 Synopsis .................................................................................................................................5 2.2 Prerequisites ..........................................................................................................................5 2.3 Objectives...............................................................................................................................5 2.4 Structure of the course ...........................................................................................................5 2.5 Teaching staff .........................................................................................................................6 3. Output and Assessment Summary............................................................................................... 7 3.1 Midterm Assignment (15%) ....................................................................................................7 3.2 Project (30%) .........................................................................................................................7 3.3 Final Exam (25%)...................................................................................................................7 3.4 Class Attendance (5%) ..........................................................................................................7 3.5 Quizzes (10%) ........................................................................................................................7 3.6 Lab Exercises (15%) ..............................................................................................................8 3.7 Grades release schedule .......................................................................................................8 4. Group allocation for assignments ................................................................................................. 8 5. Classroom Planning ..................................................................................................................... 8 5.1 Course Schedule Summary ...................................................................................................8 5.2 Lab Exercises .........................................................................................................................9 5.3 Weekly plan ............................................................................................................................9 6. List of Information resources and references ............................................................................. 12 6.1 Resources ............................................................................................................................12 6.2 Additional reference material ...............................................................................................12 7. Tooling ........................................................................................................................................ 12 8. Learning outcomes, achievement methods and assessment .................................................... 12 9. Academic integrity statement ..................................................................................................... 12

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1. Versions History Version V 0.1 1.3 Description of Change Initial versions created by Ori SASSON Author Ori SASSON Date Jan 29, 2008 March 23, 2009 June 21, 2009 July 11, 2009 July 16, 2009 August 12, 2009 October 29, 2009 December 17, 2009 June 10, 2010 July 27, 2010 October 8, 2010 December 31, 2010 April 11, 2011 May 4, 2011 July 12, 2011 July 20, 2011 January 8, 2012

V 1.4

V 1.5 V 1.6 V 1.7 V 1.8 V 1.9 V 2.0 V 2.1 V 2.2 V 3.0 V 3.1 V 3.2 V 3.3 V 3.4 V 3.5

Revision based on student inputs and teaching staff experiences during the preceding term, formatting and layout changes Incorporate comments from Benjamin GAN Minor changes following the teaching team meeting on July 16 Changes following comments by Steven MILLER Changes in LOMS table and adding weekly plan in the course of preparing for term 2, 2010 Changes in LOMS table and other minor changes in the course of preparing for term 2, 2010 Group Allocation for Assignments added, minor changes in LO table Changes in the course of preparing for term 1, 2011 Changes in the course of preparing for term 2, 2011 Complete redesign of the course structure while preparing for term 2, 2010 Minor changes in the course of the term Minor changes in the course of preparing for term 1, 2012 Minor changes in the course of preparing for term 1, 2012 Academic integrity statement added Minor changes in the course of preparing for term 2, 2012

Ilse BAUMGARTNER

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2. Overview of the Enterprise Web Solutions course 2.1 Synopsis Web-based solutions are becoming the de-facto standard for Enterprise Information Systems. Enterprise Web Solutions combine basic web technologies, Enterprise Integration Technologies, and Web Portal Technologies. This course is designed to provide a solid understanding of Web Portals architecture, the related application software, and how a Web Portal is used in the context of a Web-based enterprise solution. This course enables the students to apply concepts and skills which they have previously acquired in year 1 and year 2 IS technology courses in the context of a larger scale enterprise-wide business solution. In this course, we focus on the design and implementation of an enterprise portal as a way to understand a complete end-to-end Enterprise solution. The portal provides a supporting framework for the integration of applications together with capabilities for enterprise-wide collaboration, content management, and workflow management. Through labs, assignments and a project, the course gives the students a series of guided learning opportunities to gain handson experience with developing content-rich Web solutions. The course also introduces the students to a systematic approach for creating a business solution through the assembly and configuration of building blocks, rather than by developing software from scratch. The course proceeds along six main thrusts: creating and managing sites, collaboration and people, creating and publishing content, enterprise search, business intelligence and custom components in portals.

2.2 Prerequisites Students are required to take (or be exempted from taking) the IS Software Foundations (IS 200), Object Oriented Application Development (IS201), and Data Management (IS202), Software Engineering (IS203), and Enterprise Integration (IS301) courses to ensure that they have a foundation in Java programming, OO analysis and design, and database design. This course is designed to be part of the year 3 curriculum, together with Architectural Analysis. There is no requirement in terms of precedence between the two courses. 2.3 Objectives Upon successful completion of this course, a student will be able to: Demonstrate the ability to design, build, and deploy a large scale multi-tiered portal-based Web solution in the context of a business environment. Use portals to implement workflow management across business processes. Construct an end-to-end portal-based Web Solution by assembling, configuring and integrating existing building blocks, and complementing them with custom built components. Evaluate important considerations when deploying portal-based multi-tier Web solutions. Use Microsoft ASP.NET and Microsoft SharePoint to create portal-based enterprise Web solutions.

2.4 Structure of the course The following picture outlines the general structure of the course:

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Final exam P R O J E C T A S S I G N M E N T Architecture, deployment and security in enterprise portals, portal governance, testing in enterprise portals Advanced concepts - 3 weeks

Creating and managing sites

People and collaboration

Creating and publishing content

Search

Business intelligence

Building custom components

Building Enterprise Solutions 6 weeks Concept of portal, evolution of portals, portal-based enterprise solutions Basic concepts 1 week

2.5 Teaching staff Professor Ilse Baumgartner Instructors Sonali Dani (G1) Vandana Ramachandra (G2)

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3. Output and Assessment Summary Week 1 2 3 4 5 6 7 8 (Recess) 9 10 11 12 13 14 15 Total Output Assessments Weighting in % Group Weighting Remarks

Class Attendance 5% Midterm assignment 15% Quizzes 10% Labs 15% Project Final Exam 30% 25% 100%

Issue Project Finalise Project teams

Midterm assignment grades released

Project presentation
2 hours, closed-book

3.1 Midterm Assignment (15%) Programming of a web part according to specifications In-class assignment of 2.5 hours duration Submission of the created project output at the end of the assignment

3.2 Project (30%) Teams of 4 (the formation of the team has to be finalised and submitted by week 4 at the latest) Designing and implementing an end-to-end solution using pre-defined building blocks such as Enterprise Content Management and Workflow Management technologies Project is to be presented by the teams in week 13 Two parts: o individual part (design of individual web components by all team members) 10% if the mark o group part (integrating the components into the final solution and adding the remaining required components) 20% of the mark

3.3 Final Exam (25%) 2 hours Covers all material Case-study based Closed book

3.4 Class Attendance (5%) Based on class attendance and punctuality over 13 weeks. Submission of non-graded labs

3.5 Quizzes (10%) Answers should be submitted as instructed Marks will be awarded only for correct answers, penalties will be deducted for wrong answers

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Three quizzes in total in weeks 4, 9 and 12 (all three quizzes will be evaluated and used to calculate 10% marks allocated to quizzes)

3.6 Lab Exercises (15%) Labs are to be conducted according to the lab instructions provided in class All labs must be completed There are differential weightings on the evaluations of the labs, reflecting the purpose and complexity of the lab content Labs have to be submitted at the end of each class and cannot be taken home for completion (unless otherwise instructed by the professor during the respective class)

3.7 Grades release schedule Labs Quizzes Midterm assignment Attendance and participation Project Final exam before the next class instantly at the end of week 9 at the end of week 13 at the end of term at the end of term

4. Group allocation for assignments Assignment Project How the teams are formed? Students choose their own peers for the team Min size of the team 3 (subject to approval by the instructor) Target size of the team 4 Max size of the team 5 (subject to approval by the instructor)

5. Classroom Planning There is one sessions of 3 hours classroom in each week. This will be split into two sessions of varying lengths. The first session will mostly cover new topics through discussions, short exercises and lectures. The second session will be hands-on work such as labs. During either session a quiz may also be conducted. 5.1 Course Schedule Summary Wk 1 2 3 4 5 6 7 8 9 Focus Course Introduction, Introduction to portals Creating and managing sites in enterprise portals Creating, publishing and managing content in enterprise portals Extending enterprise portals through custom built components (1) Extending enterprise portals through custom built components (2) User-driven and application driven personalisation in enterprise portals People, collaboration and communities in enterprise portals (1) Recess People, collaboration and Activity (In Class) Remarks

Lab Exercise (Lab 1) Lab Exercise (Lab 2) Lab Exercise (Lab 3) Lab Exercise (Lab 4) Lab Exercise (Lab 5) Midterm assignment Issue Project Quiz 1 Project teams finalised

Lab Exercise (Lab 6)

Quiz 2

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10 11 12 13 15

communities in enterprise portals (2) Setting up and using business intelligence in enterprise portals Architectural and deployment considerations in portals Management and governance of enterprise portals Presentation of the project Final Exam

Lab Exercise (Lab 7) Work on project Work on project Demo Project Work Quiz 3 Project submission and presentation

5.2 Lab Exercises The lab exercises shall be conducted in class, usually during the second half of the time allocated for the class. The students shall be provided with a set of lab videos and a lab document, detailing the activities to be conducted, and the instructor will guide the students where required. The results of the labs have to be submitted at the end of class. No later submissions will be accepted (unless otherwise instructed by the professor teaching the respective section). The lab exercises will consist of two parts standard part and problem exercise part. The mark division allocated to the particular lab will be announced in the respective lab document.

5.3 Weekly plan Wk 1 Focus Course Introduction, Portal Servers, Introduction to Microsoft SharePoint Introduction to the concepts of portal and portal server Use of portals in corporate environments Introduction to MS SharePoint 2010 and related tools and frameworks Creating and managing sites in enterprise portals Use Central Administration to set up sites and subsites Manage site collections Activity (In Class) Remarks

Creating, publishing and managing content in enterprise portals Introduction to the concept of content management

Lab Exercise (Lab 1) This lab exercise will ask the students to familiarise themselves with the GUI of MS SharePoint and execute simple tasks such as creating a SharePoint web application, site collection, performing appropriate configurations in the SharePoint Central Administration interface. Lab Exercise (Lab 2) The students will be asked to show how specific business

The lab is non-graded

The lab is graded

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Content lifecycle Content management vs. Enterprise content management MS SharePoint tools supporting content management in an enterprise (document libraries, record centres, digital asset management tools etc.)Planning and implementing information storage solutions in portals Records and document management in portals Attaching metadata to items stored in a portal Tagging information in portals Extending enterprise portals through custom built components (1) Revision of the concept of web components Server-based vs. client-based web components Introduction to the concept of web part Comparison of web parts and servlets in terms of development, deployment and maintenance Extending enterprise portals through custom built components (2) Revision of the concept of web services Web services in .NET environment Integration of web services in web components (in particular, web parts) Web services exposed by MS SharePoint and their usage People, collaboration and communities in enterprise portals (1): Types of workflows (sequential workflow vs. state machine workflow) Built-in workflows in MS SharePoint Introduction to Microsoft Workflow Foundation Using Visual Studio and WWF to design custom workflows for MS SharePoint Custom workflow deployment to MS SharePoint People, collaboration and communities in enterprise portals (2): Introduction to the concept of personalisation Levels of personalisation in webbased applications Levels of personalisation in

problems in a given scenario can be solved using a series of Enterprise Content Management tools available in MS SharePoint.

Lab Exercise (Lab 3) This exercise will ask the students to start developing an MS SharePoint visual web part following given requirements.

Lab Exercise (Lab 4) In this lab, the students will continue working on the task started in lab 3. The students will videocapture the deployment and testing process using the Expression Encoder tool. Lab Exercise (Lab 5) In this lab, the students will be using custom workflow templates designed using Visual Studio 2010. Workflows will be attached to document libraries and lists, and the students will be examining and testing an approval process facilitated using a workflow. No lab in this week.

Quiz 1 (using the topics from weeks 1 to 3) will be performed in this week. The formation of the teams for the Project has to be completed and submitted by this week at the latest. Lab has to be submitted in the following week. The Midterm Assignment will be based on the lab work performed in weeks 4 and 5. The lab is graded.

The lab is non-graded.

Midterm Assignment

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portals Tools and techniques available in MS SharePoint to design and implement personalisation N/A Lab Exercise (Lab 6) In this lab, the students will set up and customise Personal Site Page and Personal User profile. The students will also learn how to set up and customise a SharePoint audience and how to target content in SharePoint sites using the audiences feature. Lab Exercise (Lab 7) In this lab, the students will learn how to integrate MS Excel into a SharePoint based portal to build simple BI solutions for MS SharePoint (using Performance Point Services). No lab will be performed in this week. Instead, the student groups will work individually with the professor and instructor on their group project implementations. No lab will be performed in this week. Instead, the student groups will work individually with the professor and instructor on their group project implementations. No lab will be performed in this week.

8 9

Recess User-driven and application driven personalisation in enterprise portals Introduction to the concept of personalisation The difference between userdriven and application-driven personalisation Audiences MySites User profiles

In this week, quiz 2 (based on the materials covered in weeks 5 to 8) will be conducted. Students will be provided with a comprehensive sample of a custom workflow for their reference. This lab is non-graded.

10

Business intelligence in enterprise portals BI tools in enterprise portals BI for the end-users

The lab is graded.

11

Governance in enterprise portals Planning governance of a portal Governance levels IT governance Custom solution governance Information governance

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13

Architectural and deployment considerations in Portal Solutions Important architectural considerations when planning a portal implementation Different server roles in a portal implementation Modelling portal architecture Portal deployment scenarios and topologies Presentation of the Project

The final quiz (covering material from weeks 9 to 11) will be conducted in this week.

The presentation of the projects will be conducted based on a pre-defined schedule. The students will not be required to attend other groups presentations.

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Final Exam

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6. List of Information resources and references 6.1 Resources Sample portal from Microsoft: http://www.sharepointcustomization.com/sales-marketing/default.aspx

6.2 Additional reference material MSDN documentation for .NET, SharePoint

7. Tooling Purpose of the Tool Portal Tool Description SharePoint Foundation 2010 Remarks The size of the VMWare image approximately 25 GB, minimum of 4 GB RAM and Windows 7 Professional 64 bit edition required to run the image (or appropriate software on Mac machines) (students who do not have a laptop with the required hardware will be completing their labs on the SEIL lab machines), Installation DVD size approx. 3.2 GB, does not require server operating system or VMWare May be downloaded from MSDNAA or will be contained in the VMWare image

Development environment

Visual Studio 2010 Professional Microsoft Expression 4 (Video Encoder)

Screen capture

8. Learning outcomes, achievement methods and assessment EWS Competencies: Learning Outcomes View http://sisapps.smu.edu.sg/PCMS/PublishedDocuments.aspx?LOID=19 EWS Competencies: Course Topics View http://sisapps.smu.edu.sg/PCMS/PublishedDocuments.aspx?CYID=18 9. Academic integrity statement All acts of academic dishonesty (including, but not limited to, plagiarism, cheating, fabrication, facilitation of acts of academic dishonesty by others, unauthorized possession of exam questions, or tampering with the academic work of other students) are serious offences. All work (whether oral or written) submitted for purposes of assessment must be the students own work. Penalties for violation of the policy range from zero marks for the component assessment to expulsion, depending on the nature of the offense. When in doubt, students should consult the instructors of the course. Details on the SMU Code of Academic Integrity may be accessed at http://www.smuscd.org/resources.html.

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