UNICON''s Liferay Proposal for University of Washington

University of Washington Liferay Portal Enterprise Edition Portal Services and Support Proposal and Cost Analysis   Version: [1.0] Date: [February 4th, 2010] University of Washington Portal Services and Support Table of Contents 01 TABLE OF CONTENTS .1 02 EXECUTIVE OVERVIEW .2 03 UNICON’S LIFERAY PORTAL IMPLEMENTATION SERVICES 03.1 03.2 03.3 03.4 04 04.1 04.2 04.3 05 05.1 05.2 05.3 PROJECT MANAGEMENT IMPLEMENTATION PLANNING SERVICE PORTAL INSTALLATION AND CONFIGURATION .4 LIFERAY BRANDING .4 UNICON’S CUSTOM DEVELOPMENT SERVICES PORTLET DEVELOPMENT .5 PORTLET INSTALLATION AND CONFIGURATION INTEGRATION .5 LIFERAY PORTAL TRAINING .6 LIFERAY PORTAL ADMINISTRATION TRAINING LIFERAY SYSTEM ADMINISTRATION TRAINING LIFERAY DEVELOPER TRAINING 06 LIFERAY PORTAL OVERVIEW 07 LIFERAY ENTERPRISE EDITION 10 07.1 07.2 08 08.1 08.2 08.3 08.4 ENTERPRISE SUBSCRIPTION AND SUPPORT BENEFITS .10 ENTERPRISE SUBSCRIPTION AND SUPPORT FEATURES .11 COST ANALYSIS 13 UNICON’S LIFERAY PORTAL IMPLEMENTATION SERVICES 13 UNICON’S CUSTOM DEVELOPMENT SERVICES 13 LIFERAY TRAINING 13 LIFERAY ENTERPRISE EDITION SUPPORT AND SUBSCRIPTION 14 09 ABOUT LIFERAY, INC 15 10 About Unicon, Inc 16 University of Washington Portal Services and Support Executive Overview Liferay, Inc and Unicon, Inc offer a unique and powerful combination of leading-edge portal technology and domain expertise to meet the requirements for University of Washington’s portal At the highest level, Liferay offers the bridge between the academic and social communities and the entire technology landscape of the institution in a secure, personalized portal Liferay ships with over sixty portlets in such topical areas as announcements, calendars, administration, alerts, email notifications, message boards and instant messaging, and so on The system also includes a web content management system (CMS) allowing for the management of static content right in the portal itself Roles, permissions and user groups are set at the highest level of system administration to ensure the institution’s security policy management, but each user can be permitted to further personalize the portal with the ability to select one of twenty themes, as well as to drag and drop various portlets to suit their specific needs Standard users can also be delegated permission to edit content or manage the image gallery, if desired Why Unicon? Unicon is the higher education expert, and has been working with portals in higher education for over ten of its sixteen year history and shares Liferay’s commitment to open source technologies Unicon’s domain expertise in higher education enables it to assist the University of Washington to plan, design, configure and implement the Liferay Portal to suit your specific needs The partnership of Liferay and Unicon offers University of Washington the best opportunity for a successful outcome and leverages the best-in-class technology and expertise University of Washington Portal Services and Support Unicon’s Liferay Portal Implementation Services Unicon's best practice based implementation services include a set of standard activities that are essential to a successful portal deployment These services are designed to expedite the launch of the Liferay application and help your institution develop an overall plan to achieve your ultimate objectives The key aspects of these services are highlighted below: 3.1 Project Management Unicon will assign an experienced Project Manager to coordinate the portal project and deployment at the University of Washington This person will be your institution’s primary point-of-contact for all project-related communication throughout the project’s duration Unicon’s project management process provides for consistent reporting to all of the stakeholders in the project and facilitates the coordination of all resources 3.2 Implementation Planning Service The Implementation Planning Service (IPS) centers around an on-site facilitated session, designed to assist your institution in strategic and tactical planning for your Liferay Portal implementation The session focuses on goal setting, team and organizational alignment, as well as planning for the implementation activities Throughout the session the Facilitator will provide advice and leverage previous portal project experience to educate and prepare the University of Washington for the work that is involved This session will set the foundation for the implementation and will assist your institution in creating a sound and realistic implementation project plan As a follow-up to the session, the Unicon Project Manager will coordinate with the appropriate Unicon technical resources to research and estimate any system customizations identified during the IPS and deliver a work estimate to our University of Washington contacts Type: Facilitated by Unicon Project Manager Onsite/Remote: On-site Length: days Max Attendees: None (recommended not to exceed 15) Deliverables: - IPS Report - Draft work plan - Reference materials - Templates - Completed worksheets - Work estimates/proposals for customizations and/or integrations University of Washington Portal Services and Support 3.3 Portal Installation and Configuration An experienced Unicon System Administrator with will install and configure the Liferay Portal in the University of Washington environment This service consists of the following tasks:     Installation of the Liferay Enterprise Edition software on suitable hardware/system software platform(s); installation to be performed for one client environment Configuration of authentication against one authentication source Configuration of one database management system (DB must be installed by the Client) Completion of functional baseline testing prior to hand-off of the environment The University of Washington has expressed a desire to deploy three non-production Liferay environments Unicon can perform these installations if desired by the University of Washington The cost for this activity is listed as an additional cost in the Cost Analysis section of this proposal Note: Hardware and system software platform(s), as well as authentication source, must be verified as suitable by Unicon prior to the installation of the software 3.4 Liferay Branding Unicon’s experienced UE consultants will transform the “default portal look into a personalized environment that represents your institution This process includes an analysis of the current institutional brand, along with surveys to determine the messages to be conveyed through the portal Unicon will modify the visual features - like color, font, graphics, and styling - to create a tailored skin for the portal environment Based on portal’s standard template, the institutional “Portal Skin” will be an integrated presentation of your institution’s brand This service consists of the following tasks, performed by a Unicon User Experience (UE) Specialist:     First-round mockup of the initial design One design iteration with the Client Development of the final skin Installation of the final skin by a Unicon System Administrator Unicon will target and test with the following browsers as part of the branding process: Firefox 3, Internet Explorer 7/8, and Safari Additional browsers and versions can also be included at an additional fee These fees will be identified in advance and are subject to approval by the University of Washington project manager University of Washington Portal Services and Support Unicon’s Custom Development Services Unicon provides consulting services to develop customized solutions for our client’s portal deployments Customizations may include development of portlets, or integration with specific systems in use on campus Unicon will attempt to identify any existing open source option to custom development and work with your institution to estimate any requirements once defined Our clients engage Unicon in custom development projects during the implementation process and any time there after 4.1 Portlet Development A need may exist to perform custom development to implement functionality or a capability that is not currently met by an existing portlet Unicon can work with your institution to design and develop JSR-168 compliant portlet(s) to satisfy any need 4.2 Portlet Installation and Configuration Unicon can deploy portlets other than those that exist within the Liferay Portal For instance, these can be portlets developed within other open source communities such as Jasig This could also include portlets Unicon developed specifically for your institution 4.3 Integration Unicon can coordinate with your institution to determine the best approach for integrating other applications with Liferay Unicon has been very successful at mentoring its clients on how to use and integrate other applications with an institutional portal University of Washington Portal Services and Support  Liferay Portal Training Liferay offers training courses onsite or at various locations throughout the world Liferay recommends their public training option if there are less than four participants for a given course The private option should be considered if there are five or more individuals attending a course as this might be a more cost effective option Private training provides an additional benefit in that it allows you to tailor the training curriculum to meet your institutional needs 5.1 Liferay Portal Administration Training Portal Administrators are responsible for managing the entire system including users, site content and security Participants will learn how to correctly assign users to Organizations and Communities, restrict access to content using Roles and Permissions and create new pages and content using Liferay’s Content Management System    5.2 Type: Onsite (Private), offsite at specified locations (Public), and Online Length: Two days Topics: o What is the Liferay Portal? o Introduction to User Experience o Communities and Organizations o Content Management and Advanced Content Management o Page Management o Document and Image Management o Blogs and Message Boards o Plugins o And more… Liferay System Administration Training System Administrators are responsible for installing and configuring the server Participants will learn how to install Liferay, hook into an enterprise database, configure LDAP to create and sync user accounts and install and manage Liferay Plugins This training will also cover advanced topics such as clustering, performance tuning, and monitoring    Type: Onsite (Private) or offsite at specified locations (Public) Length: Three days Topics: o Building, configuring and managing portals on Liferay o SOA o Plugin Management o Clusters and Cluster Management o EHCache and Hibernate o Logging o Deploying Plugins to Clusters o Performance Tuning o Backups o And more… University of Washington Portal Services and Support 5.3 Liferay Developer Training Developers are responsible for creating custom portlets based on business requirements Participants will learn how to create custom plugins that can create, update and delete records from the database as well as implement permissions for their portlet This training will also cover how to extend Liferay’s core portlets and how to customize the portal    Type: Onsite (Private) or offsite at specified locations (Public) Length: Three days Topics: o Introduction to and installation of portal o Plugins o Extension management o Development strategy o Java and everything you need to know about portlets o Themes o Layouts o Debugging o And more… The following link will take you to all the specific details about Liferay related training including information on the locations and dates for their public training courses http://www.liferay.com/web/guest/services/training University of Washington Portal Services and Support Liferay Portal Overview Created in 2000 for the non-profit sector, the award winning Liferay Portal now delivers the same low total cost of ownership (TCO) and flexibility to enterprises across all industries including higher education It is developed in Java and Web 2.0 technologies and now counts over 2.5 million downloads and over 19,000 registered users There are over fifty contributors to the community development of Liferay, accessing Blogs, Wikis and forums and including an on-line issue tracker Today, Liferay Portal is in its 10th year of development and is the portal platform of choice for organizations worldwide Unlike many open source projects, it is backed by a fast growing, profitable business, Liferay, Inc, which also houses a professional services team with comprehensive hands-on product knowledge Liferay boasts pervasive compatibility, running on all major application servers, databases and operating systems It includes delegable granular security and role-based authorizations along with LDAP support and integration Liferay supports I18N for any language, out of the box, and ships with default translations for twenty-two languages The Liferay Portal includes a wide array of capabilities in its main distribution, including over sixty portlets and twenty themes, along with a host of standard integration technologies including JSR 168/286, JSR 170, WebDav, iCal and WSRP Liferay Portal also features an integrated ability to create, edit and publish static content within the portal This easy-to-use set of content tools is tightly integrated into the portal making it easier for the institution to maintain basic website information The built-in collaboration suite in Liferay includes Blogs, Wikis, Message Boards and Chats – along with RSS feeds, tagging, rating and comments At left is a screen shot of York University’s Liferay Portal installation, featuring a number of standard portlets and functionality Liferay also includes a built-in social computing, Facebook-style, wall and instant messaging capability (See below.) University of Washington Portal Services and Support Today, Liferay is on the forefront of innovation in the areas of portal, content management and social software Its history of delivering quality technology and a dedication to innovating for practical business application has earned Liferay wide industry recognition, including inclusion in two Gartner Magic Quadrants in 2008 University of Washington Portal Services and Support Liferay Enterprise Edition  The Liferay Portal Enterprise Edition (EE) was created to offer long term stability and peace of mind in today’s unpredictable marketplace – high innovation at the lowest risk Liferay Portal Enterprise Edition offers the most recent stable version of the product, guaranteeing ongoing long-term support with a combined subscription and support package The Enterprise Edition compared to the Community Edition is reinforced by critical security updates, performance enhancements, and exclusive bug fixes The rest of this section provides information on Liferay’s Enterprise Edition Subscription and Support benefits and features 7.1 Enterprise Subscription and Support Benefits What I get from a subscription? Organizations looking to build on top of a stable, enterprise application will benefit from: What I get with support? Organizations requiring reliability will benefit from:  Four levels of subscription and support to choose from  Web-based Incident Tracking — Visibility into incidents your organization has logged  Source Code and Binaries — Access to the source code and binaries of all supported versions of Liferay EE  Update Alerts  Updates and Patches — Access to bug fixes and patched security vulnerabilities  Exclusive Service Packs  Customer Service Portal — Incidents that are brought to Liferay’s attention and then resolved are shared across the Liferay customer network  Option of Software Indemnification — Peace of mind from legal assurance  Web-based Update Repository — Get direct feedback on what updates and patches are available for your version  Thorough Documentation  Reliable Support — Rest easy knowing that our expert support team is here to support your application according to your needs 10 University of Washington Portal Services and Support 7.2 Enterprise Subscription and Support Features Liferay’s support for their Enterprise Edition is available at four levels The following tables provide a high level view of these levels and what they include Software: Liferay Enterprise Portal Basic Silver Gold Platinum     Updates and Patches     Maintenance Releases     Emergency Update Builds —    Basic Silver Gold Platinum         Update Alerts     Web Based Incident Tracker —    Basic Silver Gold Platinum Number of Incidents — Unlimited Unlimited Web Access — 24 x 24 x 24 x Max Web Response Time — Business Day Business Day Phone Access — — Business Day Business Hours — — Hours Hours — — — Hour Subscription Services: Customer Service Portal Web Based Update Repository Incident Resolution Support: Max Phone Response Time Emergency Response Time* *For Incidents Report via phone as Severity 11 24 x University of Washington Portal Services and Support Software Indemnification: Limited Indemnification** Basic Silver Gold Platinum — ** ** ** Legal Defense*** — — Optional*** Optional*** Damages — — — Optional*** **Replacement of any code found in court to be in violation of copyright ***For pricing of Options, contact your Unicon Sales Representative 12 University of Washington Portal Services and Support  Cost Analysis The costs for this project are broken down by the major categories listed in the document Travel expenses are not included in these estimates 8.1 Unicon’s Liferay Portal Implementation Services The Liferay implementation services are sold as a package Unicon will provide costs for individual services upon request Service Cost $ 38,500 Project Management Implementation Planning Service Portal Installation and Configuration Portal Branding Note:  Assumes a two server production environment Other Services Cost $8,000 per environment Additional Liferay Installations (Single Sever) 8.2 Unicon’s Custom Development Services These costs are “To Be Determined” based on the specific requirements uncovered Unicon charges a standard hourly fee of $175/hour for offsite work, and $200/hour for onsite work Discounts on these hourly rates may be available based on the number of consulting hours purchased 8.3 Liferay Training Liferay training costs are provided for both the public and private options Training Liferay Portal Administrator Public $1295 per student Liferay System Administration $2395 per student Liferay Developer $2395 per student Private $1200 per student per day ($10,800 minimum) $1200 per student per day ($10,800 minimum) $1200 per student per day ($10,800 minimum) Notes:  Public training costs not include early-bird discounts or travel expenses 13 University of Washington Portal Services and Support  Private training requires a student/3 day minimum equaling $10,800 Multistudent and multi-day discounts are available 14 University of Washington Portal Services and Support 8.4 Liferay Enterprise Edition Support and Subscription There are currently four (4) levels of technical support available on Liferay The annual costs are broken out in the table below: Program Price per server Basic $2,950 Silver $6,950 Gold $14,450 Platinum $19,950 Notes:  Server means a physical or virtual machine Maximum of cores per server  Minimum of Basic subscription for each non-production server (QA, Staging, UAT) 15 University of Washington Portal Services and Support About Liferay, Inc Liferay, Inc was founded in 2004 in response to growing demand for Liferay Portal, the market's leading independent portal product that was garnering industry acclaim and adoption across the world Liferay Portal was, in fact, created in 2000 and boasts a rich open source heritage that offers organizations a level of innovation and flexibility unrivaled in the industry Thanks to a decade of ongoing collaboration with its active and mature open source community, Liferay's product development is the result of direct input from users with representation from all industries and organizational roles It is for this reason that organizations turn to Liferay technology for exceptional user experience, UI, and both technological and business flexibility Liferay is committed to the spirit of Open Source and offers innovation and reliability thanks to one of the market's most active and mature communities The Community Edition of the Liferay products is offered under the business-friendly MIT license, which is available at no cost This has been a key driver of Liferay’s solid adoption by the developer community and the acceptance by enterprises as the de-facto portal platform across the world Liferay was founded with a purpose beyond revenues and top-line growth Each quarter Liferay donates a percentage of profits to a number of worthy causes decided upon by our own employees In the past, Liferay has made financial contributions toward AIDS relief and the Sudan refugee crisis through well-respected organizations such as Samaritan's Purse and World Vision 16 University of Washington Portal Services and Support 10 About Unicon, Inc Unicon, Inc is the leading independent provider of open-source frameworks, applications, and professional services for the online campus Founded in 1983, Unicon delivers enterprise portal, collaboration, learning and integration technology for higher education institutions worldwide Unicon strives to base its solutions on open-source technology for increased productivity and reduced costs Unicon also provides a full complement of professional consulting, training and support services Unicon’s experience in delivering learning technology solutions, knowledge of the Higher Education market and specialized services from our partners combine to form a comprehensive solution that can scale to meet the needs of its clients As a solid, privately held company, Unicon has the staff, knowledge, and experience to deliver the services outlined by this document in an efficient and cost effective manner The Unicon team has over 60 years of combined "Big 4" project delivery experience, with numerous projects in the higher education market primarily focused on advanced learning technologies Unicon has a long history of delivering services using open source applications In working with our higher education clients, Unicon provides the necessary commercial support required to mitigate the perceived risks around the adoption of open source software Unicon has been a contributing member to the portal project since its inception and was a founding member of JA-SIG’s Commercial Affiliate program In 2004, Unicon was invited by the Sakai Foundation to be one of the four original companies to join the Sakai Commercial Affiliate program In 2009, Unicon became a certified Liferay Portal partner extending its expertise with open source technologies and higher education even farther 17 ... below.) University of Washington Portal Services and Support Today, Liferay is on the forefront of innovation in the areas of portal, content management and social software Its history of delivering... and configure the Liferay Portal in the University of Washington environment This service consists of the following tasks:     Installation of the Liferay Enterprise Edition software on suitable... Completion of functional baseline testing prior to hand-off of the environment The University of Washington has expressed a desire to deploy three non-production Liferay environments Unicon can perform