Intelectual Output 2 Learning Guides

IO2

INTELECTUAL OUTPUT 2

LEARNING GUIDES

This project (2015-1-ES01-KA202-015858) has been funded with support from the European Commission. This publication reflects the views only of the author, and the Commission cannot be held responsible for any use which may be made of the information contained therein.

“Creative Commons Attribution-ShareAlike 4.0 International” (https://creativecommons.org/licenses/by-sa/4.0/). INTRODUCTION

All the partners work toguether to make the training program of the course to cover the SMEs needs.

This is the final version of the training program and the partner who made the specific content.

• Basic skills: 25 h. ◦ Licenses (law regulations)/legal issues (Open source) (5 h) HIS ◦ Social networks Network and cloud systems (10 h) SHEFFIELD ◦ Looking information Business (Brief introduction) (10 h) SHEFFIELD • Tools: ◦ Operative systems. 25 h. ESSI ◦ Information security. 20 h. SRH ◦ CMS. 20 h. CFTIC ◦ CRM. 20 h. CFTIC ◦ ERP / Billings. 25 h.SHEFFIELD ◦ Backup systems. 15 h. HIS ◦ Collaborative tools. 20 h. ESSI (include Etherpad - HIS work). • Case studies (Business): 30 h. HIOF

In the following pages you can see all the learining guides of each topic of the training program.

“Creative Commons Attribution-ShareAlike 4.0 International” (https://creativecommons.org/licenses/by-sa/4.0/).

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s • e Project name: Cloud and Internet Services with Open Source Software for r d l e SMEs (CISOSS) h e b t • o Program: Erasmus + Call: 2015 n n a c • n Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o •

C PROJECT NO .: 2015-1-ES01-KA202-015858 e h t

d •

n Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a • e Contact person: Javier Rodríguez Pascua - [email protected] h t f o y

l n o s w

e Intellectual output 2. - TRAINING GUIDE – OPEN SOURCE AND i v e h LICENSING - (IO2) t s t c e l f e r n o i t UNIVERSITY OF SKÖVDE (SKÖVDE) a c i l b u p

. ) s / i 1. Introduction 0 h . T 4

/ . a

n According to the CISOSS Project planning, the unit on Open Source and licensing should cover s o - i y s s b a total amount of 5 hours. Given the course schedule, divided in two months (September and i / s m e s m

n October 2017), with a total of five hours of class per day, the unit should be covered in one o e c C i

l / n day. a g r e o p . o s r n u

o E

m e m h t o

c m e a. Day 1 o v r i t f

a t e r - Theory [2h] r o c p / / p : s u s p - Copyright

t t h t h i ( w ”

l - Open Source Software d a e n d o . i n t n u i a f e

- The Open Source Definition n r r n e e e t h e t n b I

s - Free Software and the four freedoms which define free software e 0 a . n i h 4

a ) t e 8 n k i

5 - FOSS o l 8 c

A 5 n e 1 r o 0 i a - t

h - Derivative work, Collective work, Compilation a 2 S 0 - m 2 r n o o A f i

t - Open Source software licences n K i u -

b 1 e i 0 r h t t S

f - Copyleft licences E A o -

s 1 e - n d 5 o a 1 - Permissive licences m 0 m

2 m e (

o b t c C y

e - Popular Open Source licences, BSD, GPL and LGPL a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n -How to license your own software as open source? a r o f e l b i s n o

p - Practice [3h] s e r d l - Exercises e h e b

t During work on the first, second (and also third) exercise, students should first find a suitable o n n project that is provided under the BSD 2-Clause licence (exercise one) or GPL-2.0 (exercise 2 a c

n and 3). There are many ways to find a project provided under a specific license. One way is to o i s s i search the OpenHub site for projects (https://www.openhub.net/explore/projects) or search m m for one at GitHub (https://github.com/explore). Once a project has been identified, the official o C

e web page should be explored for licensing information and also the source code repository h t

d used. Further, source code files in the source code repository should be inspected to reveal n a

, r how licensing information is provided. To be thorough, the “grep” tool in Linux (or for example o h t u the “grepWin” tool in Windows) could be used to perform search for relevant keywords (e.g. a e h

t “licen”,”BSD”, “GPL”, etc.) in all source code files. Finally, as the instructions suggest, the f o student should compare the observed practice for provision of licensing information to what is y l n o

stated in Reincke and Sharpe (2014) for exercise one and two, and to what is stated by FSF (see s w

e FSF references and related sources in reference list). A student that has been able to identify i v

e projects in all three exercises that are provided under the correct licenses, has adequately h t s t described the licensing practice for the project, and has made an adequate comparison to c e l f

e recommended practices in the two mentioned sources should be given a pass for this learning r n

o module. i t a c i l

b u p

. ) s / i 0 h . T 4

/ . a n s o - i y s s b i / s m e s m n o e c C i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e • Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o • Program: Erasmus + Call: 2015 n n a c

n • Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C • PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n • Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e • Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE – Social Cloud – (IO2) i v e h t s t c e l f e GERMANY – SRH HOCHSCHULE. (BERLIN). r n o i t a c i l b 1. Introduction u p

. ) s / i According to the CISOSS project planning, Social Cloud unit should be approximately 10 hours. 0 h . T 4

/ . Depending on the schedule, the subject topic is expected to be completed in 2 day with 5 a n s o - i y s s

b teaching hours each day. i / s m e s m n o e c C Day 1 i

l / n a g r e Theory: Social cloud 5 hours o p . o s r n u o E

e 1. Basics of Cloud Computing m h t o

c m e o v r i 2. What are cloud service and deployment models? t f

a t e r r o c p / / p : 3. Cloud is best choice for SMEs. s u s p

t t h t h i ( w

” 4. What is social cloud?

l d a e n d o . i n t n u i

a 5. How is it different from traditional cloud? f e

n r r n e e e t h e t n b I

s 6. The power of social cloud HBR article (Reading assignment) e 0 a . n i h 4

a ) t e 8 n k i 5 o l By the end of the day 1 (first five hours), the participants should be able to answer the 8 c

A 5 n e 1 r o 0 i following questions: a - t h a 2 S 0 - m 2 r n o o A f i 1. What is cloud computing? t n K i u -

b 1 e i 0

r h 2. What are the deployment and service models of cloud? t t S

t f E A o -

s 3. What is social cloud? 1 e - n d 5 o a 1 m 4. Benefits of cloud computing for businesses. 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

Day 2 r o f Practice: 5 hours e l b i s n o 1. Follow the instruction and work with Collabora online and try the demo version for: p s e r a. OwnCloud ->please note and present what you did here? d l e h

b. NextCloud -> please note and present what you did here? e b t c. Seafile -> please note and present what you did here? o n n a d. Pydio -> please note and present what you did here? c n o i 2. Once you are done with Collabora online, move with Subutai and please read the s s i

m requirements carefully before starting. m o C e h t

d 2. Evaluation Criteria n a

, r Students must present adequate knowledge during the practice sessions. Criteria include: o h t u a

e • Percentage of correctly answered questions h t f

o • Percentage of correctly executed practice tasks y l n •

o Time for answering questions s w

e • Time for executing tasks i v e • Creativity and inventiveness as measured by additional tasks h t s t c e l f e r 3. Qualification Goals n o i t a At the end of this module students should be able to: c i l b u p

. • Define Cloud Computing and the different provision models ) s / i 0 h . T 4

/ • Define a Social Cloud System and the data it processes . a n s o - i y s • Assess the importance of Social Cloud systems for an organization including its s b i / s m e

s strengths and weaknesses m n o e c C i • l Know current Social Cloud systems implementations / n a g r e o p . o s r

n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE – Operational Support Systems i v e h

t (OSS BSS) – (IO2) s t c e l f e r n o i t Germany – SRH Berlin. a c i l b u (BERLIN). p

. ) s / i 0 h . T 4

/ . a n s o - i 1. Introduction y s s b i / s

m According to the CISOSS project planning, OSS and BSS unit should be approximately 10 hours. e s m n o e

c Depending on the schedule, the subject topic is expected to be completed in 2 day with 5 C i

l / n a g r e teaching hours each day. o p . o s r n u o E

e Day 1 and Day 2 m h t o

c m

e Theory: OSS and BSS total 10 hours o v r i t f

a t e r r o

c 1. What is OSS? p / / p : s u s p

t t h t h

i 2. Communication between the devices ( w ”

l d a e n d o . 3. Communication Service Providers (CSP) i n t n u i a f e

n r r n e e e t h e t

n 4. Justifying the OSS b I

d s e 0 a . n i h 4

a ) t e 5. Information systems? 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a 6. Transaction processing systems - t h a 2 S 0 - m 2 r n o o A f i 7. Process Control Systems t n K i u -

b 1 e i 0 r h t t S

t f

E 8. Enterprise Collaboration Systems A o -

s 1 e - n d 5 o a 1 m 0 m 9. BSS

2 m e (

o b t c C y e a e j

v Assignment and questions o m i r

t p h a

c e s i i r h h C T w “

e s u y n By the end of both days, the students should be able to answer the questions which are given a r o f

in the assignment and also should complete the articles by carefully reading and answering the e l b i

s questions. n o p s e r d l 2. Evaluation Criteria e h e

b Students must present adequate knowledge during the practice sessions. Criteria include: t o n n a

c  Percentage of correctly answered questions n o i

s  Percentage of correctly executed practice tasks s i m  Time for answering questions m o C

 Time for executing tasks e h t

d  Creativity and inventiveness as measured by additional tasks n a

, r o h t u a 3. Qualification Goals e h t

f At the end of this module students should be able to: o y l n o

 Define an OSS System and the data it processes s w e i  Define a BSS System and the data it processes v e h t  Assess the importance of OSS and BSS systems for an organization including its s t c

e strengths and weaknesses l f e r  Know current FOSS OSS and BSS implementations n o i t a c i l b u p

. ) s / i 0 h . T 4

/ . a n s o - i y s s b i / s m e s m n o e c C i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE – Open Source Operating i v e h t Systems - (IO2) s t c e l f e r n o i t ESSI PROJECTS LTD (LONDON) a c i l b u p

. ) s / i 1. Introduction 0 h . T 4

/ . a n According to the CISOSS Project planning, Open Source Operating Systems unit should cover a s o - i y s s b i / total amount of 25 hours. Given the course schedule, divided in two months (September and s m e s m

n October 2017), with a total of five hours of class per day, the unit should be covered in five days. o e c C i

l / n a g r e o p . o s r n u o E

m e a. Day 1 m h t o

c m e - Introduction [1.5h theory and 0.5h practice] o v r i t f

a t e r r o

c - GNU/Linux p / / p : s u s p

t t h - Open Source Distributions Positioning t h i ( w ”

l d a e - Debian / Ubuntu n d o . i n t n u i a f e

n r

r - CentOS / Fedora / RedHat n e e e t h e t n b I

d s e 0 - Graphical environment or Terminal

a . n i h 4

a ) t e 8 n k i 5 o l - Bash shell 8 c

A 5 n e 1 r o 0 i a - t h a

2 S 0 - m 2 r n o o A f i t n K - Software installation [1.5h theory and 1.5h practice] i u -

b 1 e i 0 r h t t S

t f

E - RPM vs DEB A o -

s 1 e - n d 5 o a 1

m - Repositories 0 m

2 m e (

o b t c C y

e - YUM vs APT-GET

a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a r o f e l b i s n o p s

e b. Day 2 r d l

e - Partitioning and filesystem [2,5 h. theory and 2,5 h. practice] h e b t - MBR / GPT -> fdisk + gdisk o n n a c

n - LVM o i s s i

m - EXT4 / XFS -> mkfs m o C

e - Persistent mounting h t d n a

, r o h t u a

c. Day 3 e h t

f - Users and Groups [1h theory and 1h practice] o y l n o

- User and group UID/GID s w e i - Files passwd, shadow, groups v e h t

s - Create/Delete/Block users t c e l f

e r n o i t - Basic permissions [1.5h theory and 1.5h practice] a c i l b - Folder hierarchy u p

. ) s / i 0 h - Files and folders management (Nautilus and Terminal)

. T 4

/ . a n s o -

i - File system navigation (absolute path / relative path) y s s b i / s m e - Create/Copy/Move files and folders s m n o e c C i

l - Access management / n a g r e o p . o s - Permissions r n u o E

m e - UGO m h t o

c m e

o - Basic commands (chown, chgrp, chmod) v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w d. Day 4 ”

l d a e n d

o - Network configuration [1h theory and 1h practice] . i n t n u i a f e

n r r n e e e t h - IPv4 (IP, NW, GW, Hostmane and DNS) e t n b I

d s e 0 a . n i h 4

a - Device and connection concepts ) t e 8 n k i 5 o l 8 c

A 5 n e

1 - NetworkManager r o 0 i a - t h a 2 S 0 - m 2 r n - Detect and solve network issues o o A f i t n K i u -

b 1 e i 0 r h - Ping, dig, traceroute t t S

t f E A o -

s 1 e - n d 5

o a 1 m 0 m

2 m e (

o b t

c C - Process management [2h theory and 1h practice] y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n - Redirections I/O and pipes a r o f e l - Process monitoring b i s n o p - Process interruption s e r d l e - NICE concept h e b t o n n a c e. Day 5 n o i s

s - Service management [2h theory and 1h practice] i m m o - SERVICE concept C e h t

d - Start/Stop a service n a

, r o

h - TARGET concept t u a e h

t - Service assing to a specific TARGET f o y l

n - Target isolate and default target o s w e i v e h t s

t - Remote access and secure comunication [1h theory and 1h practice] c e l f e r

- SSH operation n o i t a c i - Generating SSH certificates (ssh-keygen, ssh-copy-id) l b u p

. ) s / i - Securing remote access using ssh 0 h . T 4

/ . a n s o - i y s s b i / s m e s

m n o e c C i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e i v e h t Intellectual output 2. - LEARNING GUIDE – Information System Security - s t c e l f e SRH Hochschule Berlin r n o i t a c i l b 1. Introduction u p

. ) s / i According to the CISOSS project planning, the unit for Information Security should be 0 h . T 4

/ . approximately 20 hours. Depending on the schedule, the topic is expected to be completed in 4 a n s o - i y s s

b day with 5 teaching hours each day. i / s m e s m n o e c C Day 1 i

l / n a g r e Theory: 5 hours o p . o s r n u o E

e 1. Introduction to information security. m h t o

c m e o v r i  Practical needs t f

a t e r r o

c o Access p / / p : s u s p o Asset t t h t h i ( o w Attack ”

l d a e n d o o Control . i n t n u i a f e

n r o

r Risk n e e e t h e t n b I

Threat s e 0 a . n i h 4

a o Vulnerabilities ) t e 8 n k i 5 o l 8 c

 Governance and Compliance A 5 n e 1 r o 0 i a - t o h Please read the article Information technology and the board of directors. a 2 S 0 - m 2 r n o

o  A Information security management system f i t n K i u -

b 1 e o i Please read the article the biggest cybersecurity threats are inside your 0 r h t t S

t f E A o - company.

s 1 e - n d 5 o a

1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

Day 2 r o f Practice: 5 hours e l b i s n o  Security of operating systems Linux example p s e r  Basics of security mechanism of OS d l e h  Securing a Standard Installation of Linux e b t

o o Remote access via SSH n n a o c Talent n o i o Disable Code compilation s s i m o TCP Wrappers m o

C o Create an SU Group e h t o Root Notifications d n a

, o Secure Command History r o h t o Set a Welcome Message u a e o h Disable all Unused Accounts t f o o Use chmod to Disable Commands y l n o o Specify allowed TTY Devices s w e o i Rootkits v e

h o Open Ports and Services t s t c o Remove unused RPMs e l f e r o Firewall n o i t a c i l Day 3 b u p

. Practice: 5 hours ) s / i 0 h . T 4

/ . a n

s  Basic Security Mechanisms of DB o - i y s s b i / o Versions and Updates s m e s m n

o o Versions and Updates e c C i

l / n a g  Securing a Standard DB Installation (MySQL) r e o p . o s r n u o E

Day 4 m e m h t o

c Practice: 5 hours m e o v r i t f

a t e r r

o  Security of a Web Server c p / / p : s u s  Basic Security Mechanisms of Web Servers p

t t h t h i (

 Securing a Standard Webserver Installation (apache) w ”

l d a e n

d  Security of a CMS o . i n t n u i a f e

n r  Basic Security Mechanisms of CMS r n e e e t h e t n b I

d  Securing a Standard CMS Installation (Joomla) s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5

n 2. Evaluation Criteria e 1 r o 0 i a - t h a 2

S Students must present adequate knowledge during the practice sessions. Criteria include: 0 - m 2 r n o o A f i t n K i u - 

b Percentage of correctly answered questions 1 e i 0 r h t t S

t f

E  Percentage of correctly executed practice tasks A o -

s 1 e - n d 5 o

a  Time for answering questions 1 m 0 m

2 m e (

b  Time for executing tasks t c C y e a e j v o  Creativity and inventiveness as measured by additional tasks m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r 3. Qualification Goals o f e l At the end of this module students should be able to: b i s n o p  s Define information security and information security management e r d

l  Understand and properly configure security aspects of an operating system e h

e  Understand and properly configure security aspects of an RDBMS b t o n  Understand and properly configure security aspects of a web server n a c  Understand and properly configure security aspects of a CMS n o i s s i

m m o C e h t d n a

, r o h t u a e h t f o y l n o s w e i v e h t s t c e l f e r n o i t a c i l b u p

. ) s / i 0 h . T 4

/ . a n s o - i y s s b i / s m e s m n o e c C i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE - CMSs - (IO2) i v e h t s t c e l f e SPAIN – Dirección General de Formación. r n o i t a (MADRID). c i l b u p

. ) s / i 0 h

. 1. Introduction T 4

/ . a n s

o According to the CISOSS Project planning, CMSs unit should cover a total amount of 20 hours. - i y s s b i /

s Given the course schedule, divided in two months (September and October 2017), with a total m e s m n o e of five hours of class per day, the unit should be covered in four days. c C i

l / n a g r e o p .

o s a. Day 1 r n u o E

m Theory: 2 hours e m h t o

c m e o v  r i What is a CMS t f

a t e r r o  Why do you need a CMS c p / / p : s u s p  Existing solutions and features comparison

t t h t h i (

w  Justification of selected platform (Joomla) ”

l d a e n d

o 

. Joomla features (basic concepts) i n t n u i a f e

n r r n e e e t h e t Practice: 3 hours n b I

d s e 0 a . n i h 4

a ) t e  Joomla basic setup 8 n k i 5 o l 8 c

A 5  Installation / deployment (alternatives) n e 1 r o 0 i a - t h a 2  Configuration S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

b. Day 2 r o f Theory: 2 hours e l b i s n o  Basic features II p s e r  Joomla configuration d l e h  Joomla hardening (SSL, vulnerable extensions, updates and upgrades) e b t o n

n Practice: 3 hours a c n o i s  Configuration II s i m  Joomla hardening m o C o Letsencrypt (free SSL alternative) e h t

d o CA and self-forged certificates setup n a

, r o h t c. Day 3 u a

e Theory: 2 hours h t f o y l  Joomla maintenance (extensions, updates and upgrades) n o s  Joomla SEO w e i v  Web Analytics e h t s t  Joomla Backup c e l f e r Practice: 3 hours n o i t a c i l  Joomla maintenance b u p

. )  s Joomla SEO / i 0 h . T 4

/  . Joomla – Web analytics a n s o - i y s  Joomla – Backup and alternatives s b i / s m e s m n o e c d. Day 4 C i

l / n a g r e Theory: 1.5 hours o p . o s r n u o E

m  Joomla VirtueMart (features, configuration, integration) e m h t o

c m e o v r i Practice: 3.5 hours t f

a t e r r o c p / / p :  Joomla VirtueMart installation s u s p

t t h t h  Joomla VirtueMart configuration i ( w ”

l d a  Joomla VirtueMart customization e n d o . i n t n u i a f e

n r r n

e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE - CRMs - (IO2) i v e h t s t c e l f e SPAIN – Dirección General de Formación. r n o i t a (MADRID). c i l b u p

. ) s / i 0 h

. 1. Introduction T 4

/ . a n s

o According to the CISOSS Project planning, CRMs unit should cover a total amount of 20 hours. - i y s s b i /

s Given the course schedule, divided in two months (September and October 2017), with a total m e s m n o e of five hours of class per day, the unit should be covered in four days. c C i

l / n a g r e o p .

o s a. Day 1 r n u o E

m Theory: 3 hours e m h t o

c  What is a CRM m e o v r i t f

a t  CRM expected functionalities e r r o c p / / p :  Popular CRMs and features comparison s u s p

t t h t h i

(  Justification of selected platform (SugarCRM) w ”

l d a e n  d SugarCRM features o . i n t n u i a f e

n r r n e e e t h e t n Practice: 2 hours b I

d s e 0 a . n i h 4  Preparing environment

a ) t e 8 n k i 5 o

l 8 c

A 5 n e 1 r o 0 i a

- t b. Day 2 h a 2 S 0 - m 2 r n Theory: 2 hours o o A f i t n K i u -  SugarCRM installation b 1 e i 0 r h t t S

t f E A

o  -

SugarCRM basic concepts (accounts, contacts, leads and opportunities)

s 1 e - n d 5 o

a 1 m 0 m

2 m e ( Practice: 3 hours

o b t c C y e a e j  SugarCRM installation v o m i r

t p h a

c e s i i r h h C T w “

e s u y n  a SugarCRM basic concepts. Accounts, contacts, leads and opportunities r o f e l b i s n c. Day 3 o p s e

r Theory: 2 hours d l e h 

SugarCRM basic concepts II (calendaring, sales activities and advances features) e b t

o  Marketing campaigns n n a c

 Document management n o i s s  Customer Service Management i m m o C e h Practice: 3 hours t d n a

 SugarCRM basic concepts II. Calendaring, sales activities and advanced features , r o h t  Extending CRM’s business roles u a e h

t f o y l d. Day 4 n o s Theory: 2 hours w e i v  e Useful add-ons for SugarCRM h t s t  c Mobile interface e l f e r

 Project management n o i t a  Reports c i l b u p

. ) s / i 0 h

. Practice: 3 hours T 4

/ . a n s o - i  SugarCRM. Practices about add-ons y s s b i / s m e s m n o e c C i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a t e r r o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e • Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o • Program: Erasmus + Call: 2015 n n a c

n • Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C • PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n • Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e • Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE - ERP - (IO2) i v e h t s t c e l f e GERMANY – SRH HOCHSCHULE. (BERLIN). r n o i t a c i l b 1. Introduction u p

. ) s / i According to the CISOSS project planning, ERP unit should be approximately 25 hours. 0 h . T 4

/ . Depending on the schedule, the ERP topic is expected to be completed in 5 day with 5 teaching a n s o - i y s s

b hours each day. i / s m e s m n o e c C Day 1 i

l / n a g r e Theory: ERP 3 hours o p . o s r n u o E

e 1. What is an ERP? m h t o

c m e o v r i 2. What are data mart and data warehouses? t f

a t e r r o c p / / p : 3. Distinguish data marts from data warehouses. s u s p

t t h t h i ( w

” 4. Give two examples for above each.

l d a e n d o . i n t n u i

a 5. Define data, what is data? And differentiate between data, information and knowledge f e

n r r n e e e t h e t n b I

s Class assignment 2 hours e 0 a . n i h 4

a ) t e 8 n k i 5 o l Work on the above topics and answer the following questions by presenting each with proper 8 c

A 5 n e 1 r o 0 i example and logical reasoning. a - t h a 2 S 0 - m 2 r n o o A f i • Define ERP in your own understanding t n K i u -

b 1 e i 0 r h • What is data? And why data is very important for any organization to gain competitive t t S

t f E A o -

s 1 advantage? e - n d 5 o a 1 m 0 m • What are the different uses of data mart and data warehouses?

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a r o f e l b Day 2 i s n o Theory: 3 hours ERP Case Study p s e r d l

e • Read the case and answer the following questions h e b t o Assignment 2 hours n n a c

n • What are the growing numbers of failure cases in ERP? o i s s i • What changes could an ERP systems brings to an organization? m m o

C • Does the ERP imposes its own logic to an organization? Why? e h t

d • How the article balanced the risk with the rewards of the ERP system? And in your n a

, r own words, define the risk and rewards of an ERP. o h t u • a What is your understanding about an anatomy of Enterprise? Please define it e h t

according to your own understanding. f o y l • What kind of companies benefits most from ERP? n o s w e i v e h t Day 3 s t c

e Theory 3 hours l f e r n o i • How to choose an ERP for your organization t a c i l o Define an organization and also define what an organizational hierarchy is? b u p

. o Draw a pyramid and divide it in three levels including lower level executives, ) s / i 0 h . T 4

middle level management and upper level management. And also define the / . a n s o - i

y power of each level. s s b i / s m e • What a business could gain from implementing ERP? s m n o e c C i • Components of ERP l / n a g r e o p • How ERP functions . o s r n u o E

m e Practical example 2 hours m h t o

c m e o v r i t f Taken from SAP Business One, follow the same example provided in course content, listen

a t e r r o c p

/ to the instructions carefully and practice it accordingly. / p : s u s p

t t h t h i (

Day 4 w ”

l d a e n Theory: 3 hours d o . i n t n u i a f e

n r r n e e e • t h Benefits and complications associated with implementing ERP e t n b I

d s e 0 a . • General benefits of the ERP n i h 4

a ) t e 8 n k •

i Drawbacks and complications 5 o l 8 c

A 5 n e 1

r • o Notable ERP software 0 i a - t h a 2 S 0 - m 2 r n o o

A f i t n K i u -

b 1 e i 0 r h t t S

t Practice: 2 hours f E A o -

s 1 e - n d 5 o a 1 • Look for Odoo Open ERP on the internet and perform the exercise accordingly. m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

Day 5 r o f Practice: 5 hours e l b i s n o Please follow the URLs as mentioned in the following table and use the ERP systems and make p s e r note of the usability of each system and highlight the features accordingly. d l e h e b Open source ERP URL t o n WebERP http://www.weberp.org/ n a c

n Ofbiz https://ofbiz.apache.org/ o i s s i Odoo Open ERP https://www.odoo.com/ m m Orange HRM https://www.orangehrm.com/ o C

e GNU Enterprise https://www.gnu.org/software/gnue/ h t d n a

, r o h t u a

e 2. Evaluation Criteria h t f o Students must present adequate knowledge during the practice sessions. Criteria include: y l n o s • Percentage of correctly answered questions w e i v

• Percentage of correctly executed practice tasks e h t

s • Time for answering questions t c e l f • Time for executing tasks e r n

o • Creativity and inventiveness as measured by additional tasks i t a c i l b u p

) 3. Qualification Goals s / i 0 h . T 4

. At the end of this module students should be able to: a n s o - i y s s b i /

s • Define an ERP System and the data it processes m e s m n o e • Define a data warehouse and important applications c C i

l / n a g

r • Assess the importance of an ERP system for an organization including its strengths and e o p . o s r

n weaknesses u o E

m e

m • h Know and follow the process for ERP selection including assessment of different t o

c m e

o modules v r i t f

a t e r

r • Know current FOSS ERP implementations o c p / / p : s u s p

t t h t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

C PROJECT NO .: 2015-1-ES01-KA202-015858 e h t

d •

n Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a • e Contact person: Javier Rodríguez Pascua - [email protected] h t f o y

l n o s w

e Intellectual output 2. - TRAINING GUIDE – BACKUP SYSTEMS - (IO2) i v e h t

s t c e l f e UNIVERSITY OF SKÖVDE (SKÖVDE) r n o i t a c i l

b 1. Introduction u p

. ) s According to the CISOSS Project planning, the unit on Backup systems should cover a total / i 0 h . T 4

/ . amount of 15 hours. Given the course schedule, divided in two months (September and a n s o - i y s October 2017), with a total of five hours of class per day, the unit should be covered in three s b i / s m e

s days. m n o e c C i

l / n a g

r e o p . o s r n u o E

m a. Day 1 e m h t o

c - Theory [2h] m e o v r i t f

a t e r

r - Introduction o c p / / p : s u s p

t - Components of a backup strategy t h t h i ( w ”

l d a -Storage e n d o . i n t n u i a f e

n r

r -Choice, extraction, and manipulation of data n e e e t h e t n b I

d s e 0

a . - Management of the backup process n i h 4

a ) t e 8 n k i 5 o l - Conclusion 8 c

A 5 n e 1 r o 0 i a - t h a 2 - Common Unix- and Linux tools for backup S 0 - m 2 r n o o A f i t n K i

u -

b 1 e i 0 r h t t S

t f E A o -

- Amanda - part 1 [1h theory and 2h practice]

s 1 e - n d 5 o a 1 m 0 m - Install

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

b. Day 2 r o f

e - Amanda – part 2 [1h theory and 4h practice] l b i s n o - Exercises p s e r d l - Configure e h e b

t - Backup data o n n a c - Retrieve data n o i s s i Students should be able to do the install, configuration, and backup stages by following the m m o instructions and example outputs provided in the learning material. Please observe that there C e h

t is no single correct solution, there may be different ways of coming up with a working backup d n

a solution. The stage of retrieving data will require students to seek inspiration at, for example,

, r o h the external web page suggested at wiki.zmanda.com. The student should be able to do a self- t u a

e assessment whether the implemented solution is capable of retrieving files from the backed h t f

o up archive. Reaching this point (backing up and being able to retrieve the backed up data) can y l n be considered a requirement for passing the exercise part in the backup learning module. o s w e i

v e h t s t c c. Day 3 e l f e r

- Amanda – part 3 [1h theory and 4h practice] n o i t a c i - Exercises l b u p

. ) s - Finish backup/retrieve data from day 2 / i 0 h . T 4

/ . a n - Backup/retrieve for different folders and storage media s o - i y s s b i /

s - Cronjobs for scheduling of backups m e s m n o e c C - Notifications i

l / n a g r e o p

. Students aiming beyond a pass, should be able to able to successfully implement at least one o s r n u o

E of the three remaining tasks (different folders and storage media, cronjobs, notifications). How

m e m h t o to back up data do different storage media may require knowledge about how and where the c m e o v r i t f specific Linux distribution handles and mounts external media, and seeking such information

a t e r r o c p / should be encouraged by instructors. There are specific instructions in the learning material for / p : s u s p

t how Amanda backups can be done as cronjobs. However, if not familiar with cronjobs in t h t h i ( w ”

general, the student should be encouraged to seek such information on the internet or in the l d a e n d o . Linux documentation. Instruction for how notifications can be achieved has been provided. i n t n u i a f e

n r r n The student should be able to able to do a self-assessment for the three final tasks by e e e t h e t n b I

d observing the outcome/output from implementing/setting up the new features. s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y

l n o s w

e Intellectual output 2. - LEARNING GUIDE - Open Source Collaboration i v e h

t Tools - (IO2) s t c e l f e r n o i t ESSI PROJECTS LTD (LONDON) a c i l b u p

. ) s / i 1. Introduction 0 h . T 4

/ . a

n According to the CISOSS Project planning, OSOS unit should cover a total amount of 20 hours. s o - i y s s b

i Given the course schedule, divided in two months (September and October 2017), with a total / s m e s m

n of five hours of class per day, the unit should be covered in four days. o e c C i

l / n a g r e o p . o s r n u o E

m e a. Day 1 m h t o

c m e - Etherpad [1h theory and 1h practice] o v r i t f

a t e r r o - What is it? c p / / p : s u s p

t - Installation t h t h i ( w ”

l - Hands on lab d a e n d o . i n t n u i - Security & privacy concerns a f e

n r r n e e e t h e t

n - API reference

b I

d s e 0 a . n i h 4

a ) t e 8 n k i 5 o l 8 c

A 5

n e 1 r o 0 i a - t h a 2 S 0 - m - Slack [2h Theory and 1h practice] 2 r n o o A f i t n K i u -

b 1 e - What is it? i 0 r h t t S

t f E A o -

- Installation s 1 e - n d 5 o a 1 m 0 m - Hands on lab

2 m e (

o b t c C y

e - Team management a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n - Channel management a r o f - Notification management

e l b i s n - Advanced search o p s e r - Pricing plans

d l e h

- API e b t o n n a c n o b. Day 2 i s s i - Zimbra [2.5h theory and 2.5h practice] m m o C

- What is it? e h t

d - Architecture desccription n a

, r o - Single server installation h t u a - Admin console e h t f o

y l n o

s w e i v e h t c. Day 3 s t c

e - Zimbra [2.5h theory and 2.5h practice] l f e r n o - CLI i t a c i l - Account provisioning b u p

. ) s / i - Class of Service 0 h . T 4

/ . a n - Zimbra Mobile s o - i y s s b i /

s - Web client m e s m n o e c

C - Desktop client i

l / n a g r e o p . o s r n u o E

m e m h t o

c m e o v r i t f

a d. Day 4 t e r r o c p /

/ p : s u s p

t t h t h i

( - Zimbra [2.5h theory and 2.5h practice] w ”

l d a e n d o . - Backup i n t n u i a f e

n r r n e e e - Monitoring t h e t n b I

d s e 0 a .

n - Theme & Logo i h 4

a ) t e 8 n k i 5 o l - Zimlets 8 c

A 5 n e 1 r o 0 i a - t - Security h a 2 S 0 - m 2 r n o o A - Licensing f i t n K i u -

b 1 e i 0 r h

t t S

t f E A o -

s 1 e - n d 5 o a 1 m 0 m

2 m e

(

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “

e s u y n a

r CISOSS PROJECT o f e l b i s n o p s e  Project name: Cloud and Internet Services with Open Source Software for SMEs r d l e (CISOSS) h e b t o  Program: Erasmus + Call: 2015 n n a c

n  Key Action 2: KA2 - Cooperation for innovation and the exchange of good o i s s i practices. (KA202) - Strategic partnerships in the Vocational Training sector. m m o

C  PROJECT NO .: 2015-1-ES01-KA202-015858 e h t d

n  Applicant institution: General Directorate of Training. Madrid Autonomous a

, r o Community (DGF) h t u a

e  Contact person: Javier Rodríguez Pascua - [email protected] h t f o y l n o s w e Intellectual output 2. - LEARNING GUIDE – Case Studies - (IO2) i v e h t s t c e l f e NORWAY – Østfold University College. r n o i t a c i l b u

p This document consists of two parts, the first is the distribution of tasks in the days available for

. ) s / i 0 h

. this section of the CISOSS course and the second, the evaluation criteria for the corresponding T 4

/ . a n s

o case studies. - i y s s b i / s m e s m n o e 1. Introduction c C i

l / n a g r e According to the CISOSS Project planning, Case Studies unit should cover a total of 30 hours. o p . o s r n u Given the course schedule, divided in two months (September and October 2017), with a total o E

m e m h of five hours of class per day, the unit should be covered in six days. t o

c m e o v r i t f

a t a. Day 1 e r r o c p / / p : Case 1: 3.5 hours s u s p

t t h t h i ( w

”  Reading the case

l d a e n d o .  Working in the case i n t n u i a f e

n r r n  e Presenting results (informal) e e t h e t n b I

d s e 0 a . n i h 4 Case 2: 1.5 hours

a ) t e 8 n k i 5 o l 8 c

A 5

n 

e Reading the case 1 r o 0 i a - t h a 2

S  Working in the case 0 - m 2 r n o o A f i t n K i u -

b 1 e

i b. Day 2 0 r h t t S

t f E A o -

Case 2: 2.5 hours

s 1 e - n d 5 o a 1 m 0 m

2  Working in the case m e (

o b t c C y e

a  Presenting the case (informal) e j v o m i r

t p h a

c e s i i r h h C T w “ 1

e s u y n Case 3: 2.5 hours a r o f e l  Reading the case b i s n o  Working in the case p s e r d l e c. Day 3 h e b

Case 3: 2 hours t o n n a c  Working in the case n o i s  Presenting the case (informal) s i m m o Case 4: 3 hours C e h t

d  Reading the case n a

, r  Working in the case o h t u a e h d. Day 4 t f o Case 4: 3.5 hours y l n o s

w  Reading the case e i v

e  Working in the case h t s t c e

l Case 5: 1.5 hours f e r n o i  t Reading the case a c i l  Working in the case b u p

. ) s / i 0 h . T e. Day 5 4

/ . a n s o - i Case 5: 5 hours y s s b i / s m e s m n  Working in the case o e c C i

l / n a g r e o p . f. Day 6 o s r n u o

E Case 5: 4 hours

m e m h t o

c m e  Roleplay o v r i t f

a t e r  r Presenting the case o c p / / p : s u s p

t t

h Wrap-up: 1 hour t h i ( w ”

l d a e n d o . i n t n u i a f e

n r r n e e e t h e t n b I

d 2. Evaluation Guide s e 0 a . n i h 4

a ) t e Evaluation guide consists in general evaluation criteria and specific hints to guide evaluation of 8 n k i 5 o l 8 c

A the five case studies. 5 n e 1 r o 0 i a - t h a 2 S 0 - m 2 r

n a. General evaluation criteria o o A f i t n K i u - For each of the case analysis provided, please, assess the following aspects common to all of b 1 e i 0 r h t t S

f them: E A o -

s 1 e - n d 5 o a 1 m 0 m Identification of Issues: Student should describe the relevant (technical, business…) issues

2 m e (

o b t

c C relevant to the case. y e a e j v o m i r

t p h a

c e s i i r h h C T w “ 2

e s u y n Stakeholders: Student must be able to identify the key stakeholders in the case along with a r o f

their interests and viewpoints (if any). e l b i s n

o Connections to Theory: Student must be able to connect the case study with theory in the p s e r course. d l e h

e Analysis and Evaluation: Students must present an analysis of the problems presented in the b t o

n case. n a c n o Tasks: Students must provide a sound solution to the specific problems. i s s i m

m Presentation: Students will be able to compose and present effective solution to the case o C

e study (including written solution or presentation). h t d n a

All these factors must be assessed by means of a performance rating scale (1-6) being 1 the , r o h t lower performance and 6 the higher. u a e h t f b. CASE 1 o y l

n Case study includes two different aspects. The first is dealing with requirements elicitation and o s

w the second with Odoo features that could be included in the solution. In what follows, main e i v aspects of both factors are depicted. e h t s t c e REQUIREMENTS l f e r n o i Requirements must include in its template at least: number, name, description and t a c i l importance. A good introduction to Requirements can be found at b u p

. https://techwhirl.com/writing-software-requirements-specifications/ ) s / i 0 h . T 4

/ . a n

s Requirements present in the case are (just some of the valid requirements): o - i y s s b i / s m e

s  Point of sales m n o e c C i

l  Multiple warehousing / n a g r e o p

.  Website o s r n u o

E  Real-time monitoring and update

m e m h t o  Central production c m e o v r i t f

 Different materials (ingredients, ice-creams, other goods…) a t e r r o c p /  / Expansion towards new shops and production points p : s u s p

t t h  Suppliers t h i ( w ”

l  Financial aspects d a e n d o . i n t n u i a f e

r ODOO FEATURES r n e e e t h e t n b I

d s e 0 a .  Customer Relationship Management (Mass Mails) n i h 4

a ) t e 8 n k

i  KPI and Dashboard (For Berto and optimized for his mobile) 5 o l 8 c

A 5 n e 1 r o 0 i a - t h a 2 c. CASE 2 S 0 - m 2 r n o o A f i In this case, there are millions of possible solutions to the case. All requirements are clearly t n K i u -

b 1 e i 0 r h written (although students must write them down) and the task is finding 3 possible CRM t t S

t f E A o -

vendors in the FOSS arena that could address these requirements. s 1 e - n d 5 o a 1 m 0 m

2 m e

( For instance Oddo CRM is Python-based and SugarCRM and Vtiger are built on LAMP.

o b t c C y e a e j Regarding evaluation criteria, the list must include the link with productivity tools, mobile, CTI v o m i r

t p h a

c e s i i r h h C T w “ 3

e s u y n integration and the possibility to be cloud or on premise… It is important to weight evaluation a r o f

criteria and include a different weight for Python and LAMP tools (elaborating the argument). e l b i

s All scores must be documented with references to websites provided in the list or by means of n o p other sources, but, in any case, all decisions must be documented. s e r d l e h d. CASE 3 e b t There is a need to define a project implementation plan, the one indicated in the following link o n n a could serve as a template: c n o i s s

i https://www.business-software.com/blog/crm-project-plan/ m m o

C However, students are expected to combine different approaches taking into account other e h t efforts coming from proprietary vendors like SAP (SAP Enterprise Modeling Applications (ARIS)) d n a

, or Oracle (Oracle Application Implementation Method), for instance. r o h t u a

The case study stands for the need of a CRM tool. However, it is also true that the integration e h t

f of production area with pure CRM could lead to a general ERP, like Odoo, for instance. This o y l ERP tool includes also modules devoted to CRM and is fully integrated with production in a n o s native way. This is the first decision to be taken by students: CRM and integration or ERP and w e i v built in integration. The solution of this dilemma is not clear given the data available, but, in e h t

s general, the ERP would be a better decision. t c e l f e r

Once this decision is taken (it is also possible to assume that there is already an ERP running in n o i t

a the business and that a CRM will be a supplement to that), there is a need to define the c i l b implementation plan including, for instance, the steps in the example: u p

. ) s / i 0 h . T

4 1. Reflect and Analyze

/ . a n s o - i y s s b i / 2. Get a Team Together s m e s m n o e c C

i 3. Budget

l / n a g r e o p . o s

r 4. Data n u o E

m e m h t o

5. Training c m e o v r i t f

a t e r 6. Timelines r o c p / / p : s u s p

t It is also important to underline the need to get the implication of Robert in the project, almost t h t h i ( w

” in every task. As stressed in the link, it is also imperative to give time to Robert to do his daily

l d a e n d o . job, however, it is also important to schedule his time throughout the project. He will be the i n t n u i a f e

n r r n sponsor of the project as well as the main decision maker of the project. So, for instance, if the e e e t h e t n b I

d Scrum approach is adopted, there is then a need to count him on in every sprint. s e 0 a . n i h 4

a ) t e 8 n k i 5

o Regarding risks, there is a paper by Project Management Institute that could be sent to l 8 c

A 5 n e 1 r o students by instructors (At least the first part and conclusions): 0 i a - t h a 2 S 0 - m 2 r n o o A

f https://www.pmi.org/learning/library/criticality-risk-factors-crm-projects-2245 i t n K i u -

b 1 e i 0 r h t t S

f There is also a blog post on CRM risks in this url: http://www.cobalt.net/prevent-your-crm- E A o -

s 1 e - n

d implementation-from-failing-a-balanced-risk-management-approach/ 5 o a 1 m 0 m

2 m e (

o b t Both resources can be sent to students once they have developed previous points. c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “ 4

e s u y n a

e. CASE 4 r o f There are three tasks to be developed by students. The first two have to do with FOSS tools e l b i s evaluation, so they need to surf for information in the internet and use known tools to assess n o p s them. With regards to project plan, it is needed to use one of the project management tools to e r d l develop a full project plan. e h e b t TASK 1 o n n a c

n First there is a need to define requirements by means of previous techniques learnt. o i s s

i Requirements included are (just some of the valid requirements): m m o

C  ERP Devoted (or with a customization) to agriculture e h t  Production module d n a

, r  Sales Module o h t u  Warehouse module a e h t f There are some comparisons of ERPs for agriculture, e.g. https://www.top10erp.org/erp- o y l n software-comparison-agriculture-industry-159 although there are not too much FOSS tools o s

w devoted to agriculture e.g. https://github.com/OCA/vertical-agriculture but maybe e i v

e http://www.ife.de/ is the strongest bet (based on Odoo) nowadays. They have a good set of h t s t references. There is a cost of 20 € per user and month in the tool. ERPNext ecosystem has c e l f

e been also active in agriculture https://github.com/frappe/erpnext/wiki/Agri---Farm-ERPNext r n o

i although there is not a stable version of the customization (to the best of our knowledge). t a c i l Students are supposed to be able to find this information and elaborate the arguments of a b u p

. service by one company versus the customization of any other tool (that can be Odoo as well). ) s / i 0 h . T

4 These are the two main options: customization VS. already customized software. They could

/ . a n s o - i justify pros and cons by means of a comparison matrix (Case 2). Aspects there must include y s s b i / s m e risk (development) and cost as well as support and stability. s m n o e c C i

l / n TASK 2 a g r e o p . o s r n u

o The two references provided are sufficient to judge some of the tools. Some tools (e.g. Taiga) E

m e m h t are more into software development but, in general, all of them cover the needs of the case. o

c m e o v r i Pros and cons can be found at http://blog.capterra.com/free-open-source-project- t f

a t e r r o management-software/ . However, students must be able to justify given arguments with their c p / / p : s u s

p own words and adapted to case requirements.

t t h t h i ( w ”

l d

a TASK 3 e n d o . i n t n u i a f e

n r

r Task 3 can present several solutions depending on the decision to acquire a tool customized to n e e e t h e t n b I

d agriculture or to customize a general ERP. s e 0 a . n i h 4

a ) t e 8 n k i

5 ACQUIRE AN AGRICULTURE ERP o l 8 c

A 5 n e 1 r o 0 i a - t h a

2 If the decision is to acquire a tool, steps are the ones defined in Case 3, given that this is an S 0 - m 2 r n o o A implementation. Here and taking into account that this is a new case, one can suggest a simple f i t n K i u -

b 1 e i schema as follows: 0 r h t t S

t f E A o -

s 1 e - n

d  Requirements Analysis and Planning 5 o a 1 m 0 m

2 m e  Deployment (

o b t c C y e a e j  User Training v o m i r

t p h a

c e s i i r h h C T w “ 5

e s u y n  a Support and Maintenance r o f e l Cycles could be mapped to modules (For instance, production first cycle, Warehouse second b i s n

o cycle and Sales third). Regarding timescales, given that cycle duration is 6 months (given that it p s e r is an SME it is a lot of time, but sometimes customers are conservative) most of the time must d l e

h be devoted to support, being something feasible: e b t o n  Requirements Analysis and Planning (4 weeks) n a c  Deployment (2-4 weeks) n o i s s  i User Training (1 week) m m  Support and Maintenance (The rest of the time) o C e h t With regards to resources, there will be three kinds of resources committed: d n a

, r o  Consultant (you) h t u a  Consultant (Company who developed the customized ERP) e h t f  Users o y l n o

s Regarding hourly costs they depend on countries but an external ERP consultant on site is hard w e i to get for less than 100 €/hour, although this depends on many factors (A list of hourly rates of v e h t

online consultants can be found for instance, here , s t c e

l https://www.upwork.com/o/profiles/browse/?q=odoo or here f e r https://www.peopleperhour.com/freelance/openerp ). Internal costs of users must be n o i t a provided by customer. c i l b u p

. Finally, with regards to effort and as a start, the following table includes some figures for tasks ) s / i 0 h . T 4 and profiles: / . a n s o - i y s s b i /

s You External Users TOTAL m e s m n o Requirements 80 10 200 290 e c C i

l / n

a Deployment 50 40 100 190 g r e o p . o s Training 20 20 40 80 r n u o E

m Support 200 60 400 660 e m h t o

c m e o v r i t f

a t e r r o We are bringing the same complexity to all modules. c p / / p : s u s p

t t h

t h i ( w ”

l d a e n d CUSTOM AN ERP o . i n t n u i a f e

n r r n e e e t h The customization of an ERP is not an easy task. However, the difficulty of it depends on the e t n b I

d s e 0 a .

n depth of the changes to the out-of-the-box version. In our case, there is not enough i h 4

a ) t e 8 n k

i information to judge the level of customization needed, but in ERP implementations there is 5 o l 8 c

A 5 n e 1

r always the opportunity for users to adopt best practices already implemented in the ERP and o 0 i a - t h a 2 S 0 -

m lead to a light customization. The availability of this option depends on many factors but the 2 r n o o A f i t n K bigger and older is the organization to implement the ERP is, the harder it is to choose a light i u -

b 1 e i 0 r h t t

S organization.

t f E A o -

s 1 e - n d 5 o a

1 We can use the same cycles and tasks provided in the previous option but in this case m 0 m

2 m e (

o b presenting just two kinds of resources (Consultant and User) keeping same costs provided. t c C y e a e j v o m i r

t p h a

Keeping in mind that the customization is quite light, duration of the tasks could be as follows: c e s i i r h h C T w “ 6

e s u y n  a Requirements Analysis and Planning (4 weeks) r o f

 Deployment (4-6 weeks) e l b i s  User Training (1 week) n o p s  Support and Maintenance (The rest of the time) e r d l e h

Finally, regarding efforts, the following table includes some figures for tasks and profiles: e b t o n You Users TOTAL n a c

n Requirements 150 200 350 o i s s Deployment 250 120 370 i m

m Training 40 40 80 o C

e Support 200 400 600 h t

d IT is also important to keep in mind that a light customization could lead some requirements to n a

, r be partially fulfilled, making the final system less accurate for the business. o h t u a e h f. CASE 5 t f o

This case is seen as a wrap-up case for the course. As a clarification MRP means material y l n o

requirement planning. s w e i v ARGUMENTS (Students must provide links to trustfully sites): e h t s t c

e  Better total cost ownership l f e r  Users have more control over their own hardware and software solution. n o i t a  Personal control, customizability and freedom c i l b

u  Free to Try Before You Buy p

. ) s / i 0 h  Avoids Vendor Lock-In . T 4

/ . a n

s  Software transparency Vs. opacity o - i y s s b i / s m e

s A nice report is available at http://www.optimusinfo.com/downloads/white-paper/open- m n o e c C i source-vs-proprietary-software-pros-and-cons.pdf l / n a g r e o p . o s r

n The first step is the elicitation of requirements. Some requirements are as follows: u o E

m e m h t o  The system must include a web site including both an information site open to all users c m e o v r i t f and a password protected subsite.

a t e r r o c p /  The system must be able to connect materials needed with production. / p : s u s p

t  The system must be able to control production and produce production plans. h t h i ( w ”

l  The system must track all costs and be able to apply costs to unit production. d a e n d o . i n

t  n The system must be open to include online selling to customers. u i a f e

n r r n e e e  The system must include an online system to be used by distributors. t h e t n b I

d s e 0  The system must implement a billing system with a payment gateway. a . n i h 4

a ) t e 8 n k  OPTIONAL: the system is aimed to include a content management system to support i 5 o l 8 c

A 5 n e

1 the creation of contents to be included in the website. r o 0 i a - t h a 2 S 0 - m 2 r n

o Once this is said, the next thing is the definition of software products. There are millions of o A f i t n K i u -

b 1

e options to solve the problem, however, the election of Odoo, for instance is a very good i 0 r h t t S

t f E

A solution although Apache OFBiz could be a good option too. Arguments can be found in o -

s 1 e - n d 5 o a previous cases. More information could be found in the internet but this is a nice comparison 1 m 0 m

2 m e (

b page: http://www.pcquest.com/10-open-source-erp-software-with-comparison-chart/ t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “ 7

e s u y n With regards to alternatives on cloud, hybrid or on premise, initially, there is not enough a r o f

information to decide which of the deployments is the more accurate. It manly depends on e l b i

s customization needed, being on premise initially the most open for customization, internet n o p stability (on premise is, again, the more accurate in case of bad connection) and cost s e r

d (hardware and personnel is needed to support on premise activities). l e h e b

t Plan can be derived from previous cases and regarding maintenance, it is normally 15-20% of o n n the licensing costs in case of no FOSS solutions, and this depends on the kind of maintenance a c n

o to be performed. Some explanation of these matters can be found at: i s s i m http://www.softwareadvice.com/resources/erp-software-pricing/ m o C e h t http://www.aptean.com/additional-crm-and-erp-related-links-pages/erp-resources- d n a

folder/erp-system-cost , r o h t u

a Modules depend on the solution to be implemented. For instance in the case of Apache OFBiz e h t

needed modules are: f o y l n o  Accounting s w e  i CRM,Order Management & E-Commerce v e h  Warehousing and Inventory t s t c 

e Manufacturing & MRP l f e r n

o There is not enough information to derive operational needs to be implemented, however, i t a c i one can admit that instead of implementing corporate processes in the ERP, the consultant will l b u p

. suggest the adoption of best practices already implemented in the out of the box version. ) s / i 0 h . T 4

/ . a n With regards to communication packages, if we choose a solution based on just one software s o - i y s s b i / package, like Odoo or Apache OFBiz, there is not a need to design any further communication s m e s m

n or interface system among them, since out of the box architecture is addressing the problem. o e c C i

l / n However, if a cocktail of packages is chosen, then there is a need to coordinate them. Maybe a g r e o p . o s the best solution to do so is the use of web services. A nice introduction on how Web Services r n u o E

m work in Apache OFBIZ can be found at e m h t o

c https://www.packtpub.com/mapt/book/application_development/9781847199188/8 . In the m e o v r i t f

a case of Odoo, this information can be found at t e r r o c p /

/ https://www.odoo.com/documentation/8.0/api_integration.html p : s u s p

t t h t h i (

Finally, with regards to the use of Microsoft Outlook, this is a very common issue in ERP w ”

l d a e n implementation. In most of the cases, changing users’ behavior is the most difficult thing to do d o . i n t n u i a f e

n in ERP implementation. So, as a first step, an integration is a good bet. The information of such r r n e e e t h e t n b

I integration is available for the Oddo side at

d s e 0 a . n i h 4

https://www.odoo.com/apps/modules/9.0/odoo_outlook/ a ) t e 8 n k i 5 o l 8 c

A 5 n e

1 However, there is also a possibility to integrate ERPs with Mozilla Thunderbird-Sunbird or r o 0 i a - t h a 2 S

0 similar - m 2 r n o o A f i t n K i u -

b 1 e i 0 r h t t S

t f E A o -

s 1 e

- n d 5 o a 1 m 0 m

2 m e (

o b t c C y e a e j v o m i r

t p h a

c e s i i r h h C T w “ 8