Presented by Anand Mehta and Kara Stiles at the 2010 Sakai conference in Denver.

1. Configuring Sakai Anand Mehta & Kara Stiles Sakai Consultants rSmart

2. 2 2 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Why should you configure Sakai? Every institution has its own unique needs Reduce helpdesk overload Eliminates the need to reconfigure Sakai for the rest of your life

3. 3 3 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Whom should you involve? Faculty Representatives Stakeholders and Decision Makers People who create policy

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5. 5 5 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Why? Indemnification If you let others make some decisions, they will be less inclined to complain about them …and because Sakai is a system used for teaching & learning, so it makes sense to involve those who engage in these activities

6. 6 6 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Technical Property Settings and Installation So…you shouldn’task faculty for input on this ….but here’s how to gather and implement these settings (live demo)

7. 7 Configuration Decisions and how to implement them What to Discuss Sample Decision How to configure it 7 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A.

8. 8 What tools should we have on our Gateway page? Sample Decisions: Remove the New Account Tool Remove Sites tool Skin should be aquamarine Add iframe for custom training materials: http://www.rsmart.com/resource/sakai-summer-institute-build-course-sakai-cle Anand’s masterful configuration demo 8 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Gateway Page

9. 9 What tools are we going to hide? What tools should we make available to course sites? Sample Decisions: Hide the Dropbox tool completely Rename Email Archive to Listserv Archive Do not make portfolio tools available to courses Put the Gradebook and Syllabus at the top of the tool list, please Anand’s expert configuration demo 9 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Toolset for Course Sites

10. 10 10 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Content Upload Settings How big are the things you’re uploading to Resources? Sample Decisions: We upload big files. We want to set the max upload value to 500MB Anand’s reasonable configuration demo

11. 11 11 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Site Storage Quota How much space should each course, project and portfolio site get? What about user workspace sites? Sample Decision: Courses, projects & portfolios: 1GB User Workspaces: 100MB Anand’s calculable configuration demo

12. 12 12 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. FERPA, Privacy & Policy Discussions: The roster tool – should we keep it or hide it? User Presence – does this violate your policy? Messages tool – should we display user Ids? Can instructors add guests to their courses? Can instructors make their courses joinable? Can users create a profile and share it with others?

13. 13 13 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Privacy Related Decisions roster_view_email=false roster_view_user_id=false display.users.present=true msg.displayEid=false nonOfficialAccount=false wsetup.disable.joinable.count=1wsetup.disable.joinable.1=course Remove the profile tool from the user workspace

14. 14 14 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Session Expiration Discussion: When should sessions expire? What is activity? What is inactivity? Sample Decision: We would like session to expire after 47.5 minutes of inactivity We would like users to see a warning message 5 minutes before they are kicked off Anand’s spectacular configuration demo

15. 15 15 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. The Unjoin Button Discussion: Should users be allowed to unjoin from their courses? How about projects? Portfolios? Sample Decision: No. It would be bad to allow students to unjoin from their courses. Do not let them do that Anand’s heroic configuration demo

16. 16 16 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Editing site titles Does your SIS determine course titles? Should instructors be able to edit their course titles? What about projects? Sample Decision: Instructors should edit their course titles as they wish (This is actually kind of a bad idea for some implementations) Anand’s begrudging configuration demo

17. 17 Discussion: What roles do you need in your course sites? What about projects and portfolios? What permissions should each role have? Sample Decision: Create a Guest Lecturer role that has the same permission set as the Instructor role Create a role for the Librarian – should have permission to manage course Resources Anand’s impressive configuration demo 17 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. What about roles?

18. 18 18 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Groups and Sections More complicated For more information, see http://confluence.sakaiproject.org/display/DOC/Groups+vs.+Sections

19. 19 Discussion: There are three user account types in Sakai: registered, maintain and guest. Which ones are you going to use, and what permissions should they have? Sample Decision: Faculty & Staff will be maintain users, they will have permission to create new project sites but not course sites, and will not have permission to change their account info in Sakai Students will be registered users, they will not have permission to create any sites, and will not have permission to update their account info in Sakai Anyone not affiliated with the school will be a guest user. These will be local users and will be allowed to change their password, but not their name and email address Anand’s brilliant configuration demo 19 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. What about users?

20. 20 Discussion: What toolset/content should each of your user workspace templates have? Sample Decision: We think the maintain and registered workspaces just need to have Site Search added. We also want to limit the tools in the guest workspace. Anand’s fantastic configuration demo 20 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Users continued….

21. 21 21 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. More interesting settings Studentview.roles Site.templates and how to create them Enabling Web Services – Anand will explain Custom grading scale – Anand will explain Making sites public with .anon or.auth For more information, see http://confluence.sakaiproject.org/display/DOC/Sakai+Properties+Reference Or, view John Leasia’s presentation from the 2009 Boston Sakai Conference: http://www.slideshare.net/jleasiaum/configuring-sakai-boston09

22. 22 22 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Site Helper Realm Discussion: When to force permissions Sample decision: You need to make sure that all Instructors have the content.new permission in Resources Anand’s insistent configuration demo

23. 23 23 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Restart and Test

24. 24 24 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Customizer Demo rSmart Customizer Demo (time permitting)

25. 25 25 June 15-17 2010 Sakai Conference - Denver, CO, U.S.A. Questions and Answers Kara Stiles: kstiles@rsmart.com Anand Mehta: amehta@rsmart.com