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  • Implementing OFX specification with javascript

    - by John Langston
    Hey all, I am working on a personal project and need to retrieve financial data. After looking around how this is normally done it seems you can pay lots of money and license a service like Yodlee to get this data for you or you can implement a OFX client like wesabe has to communicate with financial institutions. Seeing as I don't have lots of money and wouldn't mind the challenge I decided to try to implement the ofx spec (unless one of you can suggest a cheap/free alternative!). I looked around for some ofx libraries other people have already written for use but didn't find anything that looked too great. I was wondering if anyone knew if it would be a bad idea to attempt this in Javascript (using XMLSocket from actionscript to handle the actual socket communication). If there is some really bad reason why I shouldn't do this please bring it up. If there is I'll just do it in Java but I think it would be neat to have it completely in javascript so it runs client-side. Anyways I was hoping for some helpful input, thanks.

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  • How can I download information from bank accounts?

    - by Eric Anastas
    There are a number of free finance tracking sites out there like mint.com, wesabe.com etc.. . I've tried all of them and all seem to miss the mark in one way or another. I'm interested in creating my own website, or possibly just a stand alone windows program for tracking my finances in ASP.NET or C#.NET. I'm assuming the answer is no, but is there any way that a personal developer can download transactions from financial websites like these? I know once you login to most financial sites you can download a CSV or Quicken file. Yet I really like how I can log-in to my Mint.com account and update all my accounts with one click.

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  • SQL Server adding a record record manually to a view

    - by SelectDistinct
    I have a view which contains the data seen in the image below. The view is showing me how many working days are available in each month for the current financial year taking away any school/bank holidays. As the month of August has zero days available it has excluded this month from the view. As the total number of days available will always be zero for the month of August, then it seems acceptable to hardcode the SQL to always have 0 for August, and also an April-August record which will be the same as April-July. What would be the best way to add these 2 records, and where about in the code should it be placed see example of code layout: see link (answered question) for layout of code: SQL populate total working days per month minus bank holidays for current financial year

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  • How to avoid becoming a programmer while still beign closely involved with computer science/Industry

    - by WeShallOvercome
    I am studying computer science (A masters at an Ivy league), however most of the jobs i find involve way too much of programming. And frankly programming is not an issue, however programming without a meaning (read financial institution (non trading), other non mainstream jobs) bore me to death! I dont want to end up becoming a .NET,C#, Java kind of programmer. Can someone tell where i should look for jobs if i wish to do some real computer science work such as Machine Learning etc. I don't mind programming but becoming a Financial Software dev at Bloomeberg or an SDET at Microsoft isn't actually one of my goals. [note: I have interviewed for intern both positions listed above, and thankfully i got an intern for a data mining position in a top 750 Alexa rank web company] Sorry if angered anyone with a subjective question

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  • Books on data-intensive enterprise integration patterns

    - by Tristan
    I'm trying to understand design patterns used by data-intensive enterprise applications. A classic example is the financial industry, where system must consume, analyze, and execute on real-time financial data while providing information and configuration options to a broad set of traders and analysts. One can imagine similar system in airlines, major supply chain operations, and utility providers. Are there good books that provide and inside view of how these systems work? Enterprise Integration Patterns is one example, but I'm looking for something with more real-world applications, particularly in finance.

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  • Refresh the Parent form of "Call_form" after Child form is closed in Oracle 10g

    - by DotNetDan
    What I need is: what trigger to use and where to put it. I will give you an example of what I am doing. I have a Contract form that is fully editable except the contract financial areas, which is read only. I want the user to press a button called, “change rates” and that will have a trigger “When-Button-Pressed” and call_form(UpdateFinancials);. Now, in this screen, I have the user change the financial information such as increase the contract from 50k to 100k. Then the user saves and exits. This will then close the child form "UpdateFinancials" and show the parent form "ContractForm". The problem is, it still has all the old information on it. I need the information in the form to refresh when it gets back from the child form of the Call_Form function.

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  • Python lxml - returns null list

    - by Chris Finlayson
    I cannot figure out what is wrong with the XPATH when trying to extract a value from a webpage table. The method seems correct as I can extract the page title and other attributes, but I cannot extract the third value, it always returns an empty list? from lxml import html import requests test_url = 'SC312226' page = ('https://www.opencompany.co.uk/company/'+test_url) print 'Now searching URL: '+page data = requests.get(page) tree = html.fromstring(data.text) print tree.xpath('//title/text()') # Get page title print tree.xpath('//a/@href') # Get href attribute of all links print tree.xpath('//*[@id="financial"]/table/tbody/tr/td[1]/table/tbody/tr[2]/td[1]/div[2]/text()') Unless i'm missing something, it would appear the XPATH is correct: Chrome screenshot I checked Chrome console, appears ok! So i'm at a loss $x ('//*[@id="financial"]/table/tbody/tr/td[1]/table/tbody/tr[2]/td[1]/div[2]/text()') [ "£432,272" ]

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  • Is there a Telecommunications Reference Architecture?

    - by raul.goycoolea
    @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Abstract   Reference architecture provides needed architectural information that can be provided in advance to an enterprise to enable consistent architectural best practices. Enterprise Reference Architecture helps business owners to actualize their strategies, vision, objectives, and principles. It evaluates the IT systems, based on Reference Architecture goals, principles, and standards. It helps to reduce IT costs by increasing functionality, availability, scalability, etc. Telecom Reference Architecture provides customers with the flexibility to view bundled service bills online with the provision of multiple services. It provides real-time, flexible billing and charging systems, to handle complex promotions, discounts, and settlements with multiple parties. This paper attempts to describe the Reference Architecture for the Telecom Enterprises. It lays the foundation for a Telecom Reference Architecture by articulating the requirements, drivers, and pitfalls for telecom service providers. It describes generic reference architecture for telecom enterprises and moves on to explain how to achieve Enterprise Reference Architecture by using SOA.   Introduction   A Reference Architecture provides a methodology, set of practices, template, and standards based on a set of successful solutions implemented earlier. These solutions have been generalized and structured for the depiction of both a logical and a physical architecture, based on the harvesting of a set of patterns that describe observations in a number of successful implementations. It helps as a reference for the various architectures that an enterprise can implement to solve various problems. It can be used as the starting point or the point of comparisons for various departments/business entities of a company, or for the various companies for an enterprise. It provides multiple views for multiple stakeholders.   Major artifacts of the Enterprise Reference Architecture are methodologies, standards, metadata, documents, design patterns, etc.   Purpose of Reference Architecture   In most cases, architects spend a lot of time researching, investigating, defining, and re-arguing architectural decisions. It is like reinventing the wheel as their peers in other organizations or even the same organization have already spent a lot of time and effort defining their own architectural practices. This prevents an organization from learning from its own experiences and applying that knowledge for increased effectiveness.   Reference architecture provides missing architectural information that can be provided in advance to project team members to enable consistent architectural best practices.   Enterprise Reference Architecture helps an enterprise to achieve the following at the abstract level:   ·       Reference architecture is more of a communication channel to an enterprise ·       Helps the business owners to accommodate to their strategies, vision, objectives, and principles. ·       Evaluates the IT systems based on Reference Architecture Principles ·       Reduces IT spending through increasing functionality, availability, scalability, etc ·       A Real-time Integration Model helps to reduce the latency of the data updates Is used to define a single source of Information ·       Provides a clear view on how to manage information and security ·       Defines the policy around the data ownership, product boundaries, etc. ·       Helps with cost optimization across project and solution portfolios by eliminating unused or duplicate investments and assets ·       Has a shorter implementation time and cost   Once the reference architecture is in place, the set of architectural principles, standards, reference models, and best practices ensure that the aligned investments have the greatest possible likelihood of success in both the near term and the long term (TCO).     Common pitfalls for Telecom Service Providers   Telecom Reference Architecture serves as the first step towards maturity for a telecom service provider. During the course of our assignments/experiences with telecom players, we have come across the following observations – Some of these indicate a lack of maturity of the telecom service provider:   ·       In markets that are growing and not so mature, it has been observed that telcos have a significant amount of in-house or home-grown applications. In some of these markets, the growth has been so rapid that IT has been unable to cope with business demands. Telcos have shown a tendency to come up with workarounds in their IT applications so as to meet business needs. ·       Even for core functions like provisioning or mediation, some telcos have tried to manage with home-grown applications. ·       Most of the applications do not have the required scalability or maintainability to sustain growth in volumes or functionality. ·       Applications face interoperability issues with other applications in the operator's landscape. Integrating a new application or network element requires considerable effort on the part of the other applications. ·       Application boundaries are not clear, and functionality that is not in the initial scope of that application gets pushed onto it. This results in the development of the multiple, small applications without proper boundaries. ·       Usage of Legacy OSS/BSS systems, poor Integration across Multiple COTS Products and Internal Systems. Most of the Integrations are developed on ad-hoc basis and Point-to-Point Integration. ·       Redundancy of the business functions in different applications • Fragmented data across the different applications and no integrated view of the strategic data • Lot of performance Issues due to the usage of the complex integration across OSS and BSS systems   However, this is where the maturity of the telecom industry as a whole can be of help. The collaborative efforts of telcos to overcome some of these problems have resulted in bodies like the TM Forum. They have come up with frameworks for business processes, data, applications, and technology for telecom service providers. These could be a good starting point for telcos to clean up their enterprise landscape.   Industry Trends in Telecom Reference Architecture   Telecom reference architectures are evolving rapidly because telcos are facing business and IT challenges.   “The reality is that there probably is no killer application, no silver bullet that the telcos can latch onto to carry them into a 21st Century.... Instead, there are probably hundreds – perhaps thousands – of niche applications.... And the only way to find which of these works for you is to try out lots of them, ramp up the ones that work, and discontinue the ones that fail.” – Martin Creaner President & CTO TM Forum.   The following trends have been observed in telecom reference architecture:   ·       Transformation of business structures to align with customer requirements ·       Adoption of more Internet-like technical architectures. The Web 2.0 concept is increasingly being used. ·       Virtualization of the traditional operations support system (OSS) ·       Adoption of SOA to support development of IP-based services ·       Adoption of frameworks like Service Delivery Platforms (SDPs) and IP Multimedia Subsystem ·       (IMS) to enable seamless deployment of various services over fixed and mobile networks ·       Replacement of in-house, customized, and stove-piped OSS/BSS with standards-based COTS products ·       Compliance with industry standards and frameworks like eTOM, SID, and TAM to enable seamless integration with other standards-based products   Drivers of Reference Architecture   The drivers of the Reference Architecture are Reference Architecture Goals, Principles, and Enterprise Vision and Telecom Transformation. The details are depicted below diagram. @font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }div.Section1 { page: Section1; } Figure 1. Drivers for Reference Architecture @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Today’s telecom reference architectures should seamlessly integrate traditional legacy-based applications and transition to next-generation network technologies (e.g., IP multimedia subsystems). This has resulted in new requirements for flexible, real-time billing and OSS/BSS systems and implications on the service provider’s organizational requirements and structure.   Telecom reference architectures are today expected to:   ·       Integrate voice, messaging, email and other VAS over fixed and mobile networks, back end systems ·       Be able to provision multiple services and service bundles • Deliver converged voice, video and data services ·       Leverage the existing Network Infrastructure ·       Provide real-time, flexible billing and charging systems to handle complex promotions, discounts, and settlements with multiple parties. ·       Support charging of advanced data services such as VoIP, On-Demand, Services (e.g.  Video), IMS/SIP Services, Mobile Money, Content Services and IPTV. ·       Help in faster deployment of new services • Serve as an effective platform for collaboration between network IT and business organizations ·       Harness the potential of converging technology, networks, devices and content to develop multimedia services and solutions of ever-increasing sophistication on a single Internet Protocol (IP) ·       Ensure better service delivery and zero revenue leakage through real-time balance and credit management ·       Lower operating costs to drive profitability   Enterprise Reference Architecture   The Enterprise Reference Architecture (RA) fills the gap between the concepts and vocabulary defined by the reference model and the implementation. Reference architecture provides detailed architectural information in a common format such that solutions can be repeatedly designed and deployed in a consistent, high-quality, supportable fashion. This paper attempts to describe the Reference Architecture for the Telecom Application Usage and how to achieve the Enterprise Level Reference Architecture using SOA.   • Telecom Reference Architecture • Enterprise SOA based Reference Architecture   Telecom Reference Architecture   Tele Management Forum’s New Generation Operations Systems and Software (NGOSS) is an architectural framework for organizing, integrating, and implementing telecom systems. NGOSS is a component-based framework consisting of the following elements:   ·       The enhanced Telecom Operations Map (eTOM) is a business process framework. ·       The Shared Information Data (SID) model provides a comprehensive information framework that may be specialized for the needs of a particular organization. ·       The Telecom Application Map (TAM) is an application framework to depict the functional footprint of applications, relative to the horizontal processes within eTOM. ·       The Technology Neutral Architecture (TNA) is an integrated framework. TNA is an architecture that is sustainable through technology changes.   NGOSS Architecture Standards are:   ·       Centralized data ·       Loosely coupled distributed systems ·       Application components/re-use  ·       A technology-neutral system framework with technology specific implementations ·       Interoperability to service provider data/processes ·       Allows more re-use of business components across multiple business scenarios ·       Workflow automation   The traditional operator systems architecture consists of four layers,   ·       Business Support System (BSS) layer, with focus toward customers and business partners. Manages order, subscriber, pricing, rating, and billing information. ·       Operations Support System (OSS) layer, built around product, service, and resource inventories. ·       Networks layer – consists of Network elements and 3rd Party Systems. ·       Integration Layer – to maximize application communication and overall solution flexibility.   Reference architecture for telecom enterprises is depicted below. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 2. Telecom Reference Architecture   The major building blocks of any Telecom Service Provider architecture are as follows:   1. Customer Relationship Management   CRM encompasses the end-to-end lifecycle of the customer: customer initiation/acquisition, sales, ordering, and service activation, customer care and support, proactive campaigns, cross sell/up sell, and retention/loyalty.   CRM also includes the collection of customer information and its application to personalize, customize, and integrate delivery of service to a customer, as well as to identify opportunities for increasing the value of the customer to the enterprise.   The key functionalities related to Customer Relationship Management are   ·       Manage the end-to-end lifecycle of a customer request for products. ·       Create and manage customer profiles. ·       Manage all interactions with customers – inquiries, requests, and responses. ·       Provide updates to Billing and other south bound systems on customer/account related updates such as customer/ account creation, deletion, modification, request bills, final bill, duplicate bills, credit limits through Middleware. ·       Work with Order Management System, Product, and Service Management components within CRM. ·       Manage customer preferences – Involve all the touch points and channels to the customer, including contact center, retail stores, dealers, self service, and field service, as well as via any media (phone, face to face, web, mobile device, chat, email, SMS, mail, the customer's bill, etc.). ·       Support single interface for customer contact details, preferences, account details, offers, customer premise equipment, bill details, bill cycle details, and customer interactions.   CRM applications interact with customers through customer touch points like portals, point-of-sale terminals, interactive voice response systems, etc. The requests by customers are sent via fulfillment/provisioning to billing system for ordering processing.   2. Billing and Revenue Management   Billing and Revenue Management handles the collection of appropriate usage records and production of timely and accurate bills – for providing pre-bill usage information and billing to customers; for processing their payments; and for performing payment collections. In addition, it handles customer inquiries about bills, provides billing inquiry status, and is responsible for resolving billing problems to the customer's satisfaction in a timely manner. This process grouping also supports prepayment for services.   The key functionalities provided by these applications are   ·       To ensure that enterprise revenue is billed and invoices delivered appropriately to customers. ·       To manage customers’ billing accounts, process their payments, perform payment collections, and monitor the status of the account balance. ·       To ensure the timely and effective fulfillment of all customer bill inquiries and complaints. ·       Collect the usage records from mediation and ensure appropriate rating and discounting of all usage and pricing. ·       Support revenue sharing; split charging where usage is guided to an account different from the service consumer. ·       Support prepaid and post-paid rating. ·       Send notification on approach / exceeding the usage thresholds as enforced by the subscribed offer, and / or as setup by the customer. ·       Support prepaid, post paid, and hybrid (where some services are prepaid and the rest of the services post paid) customers and conversion from post paid to prepaid, and vice versa. ·       Support different billing function requirements like charge prorating, promotion, discount, adjustment, waiver, write-off, account receivable, GL Interface, late payment fee, credit control, dunning, account or service suspension, re-activation, expiry, termination, contract violation penalty, etc. ·       Initiate direct debit to collect payment against an invoice outstanding. ·       Send notification to Middleware on different events; for example, payment receipt, pre-suspension, threshold exceed, etc.   Billing systems typically get usage data from mediation systems for rating and billing. They get provisioning requests from order management systems and inquiries from CRM systems. Convergent and real-time billing systems can directly get usage details from network elements.   3. Mediation   Mediation systems transform/translate the Raw or Native Usage Data Records into a general format that is acceptable to billing for their rating purposes.   The following lists the high-level roles and responsibilities executed by the Mediation system in the end-to-end solution.   ·       Collect Usage Data Records from different data sources – like network elements, routers, servers – via different protocol and interfaces. ·       Process Usage Data Records – Mediation will process Usage Data Records as per the source format. ·       Validate Usage Data Records from each source. ·       Segregates Usage Data Records coming from each source to multiple, based on the segregation requirement of end Application. ·       Aggregates Usage Data Records based on the aggregation rule if any from different sources. ·       Consolidates multiple Usage Data Records from each source. ·       Delivers formatted Usage Data Records to different end application like Billing, Interconnect, Fraud Management, etc. ·       Generates audit trail for incoming Usage Data Records and keeps track of all the Usage Data Records at various stages of mediation process. ·       Checks duplicate Usage Data Records across files for a given time window.   4. Fulfillment   This area is responsible for providing customers with their requested products in a timely and correct manner. It translates the customer's business or personal need into a solution that can be delivered using the specific products in the enterprise's portfolio. This process informs the customers of the status of their purchase order, and ensures completion on time, as well as ensuring a delighted customer. These processes are responsible for accepting and issuing orders. They deal with pre-order feasibility determination, credit authorization, order issuance, order status and tracking, customer update on customer order activities, and customer notification on order completion. Order management and provisioning applications fall into this category.   The key functionalities provided by these applications are   ·       Issuing new customer orders, modifying open customer orders, or canceling open customer orders; ·       Verifying whether specific non-standard offerings sought by customers are feasible and supportable; ·       Checking the credit worthiness of customers as part of the customer order process; ·       Testing the completed offering to ensure it is working correctly; ·       Updating of the Customer Inventory Database to reflect that the specific product offering has been allocated, modified, or cancelled; ·       Assigning and tracking customer provisioning activities; ·       Managing customer provisioning jeopardy conditions; and ·       Reporting progress on customer orders and other processes to customer.   These applications typically get orders from CRM systems. They interact with network elements and billing systems for fulfillment of orders.   5. Enterprise Management   This process area includes those processes that manage enterprise-wide activities and needs, or have application within the enterprise as a whole. They encompass all business management processes that   ·       Are necessary to support the whole of the enterprise, including processes for financial management, legal management, regulatory management, process, cost, and quality management, etc.;   ·       Are responsible for setting corporate policies, strategies, and directions, and for providing guidelines and targets for the whole of the business, including strategy development and planning for areas, such as Enterprise Architecture, that are integral to the direction and development of the business;   ·       Occur throughout the enterprise, including processes for project management, performance assessments, cost assessments, etc.     (i) Enterprise Risk Management:   Enterprise Risk Management focuses on assuring that risks and threats to the enterprise value and/or reputation are identified, and appropriate controls are in place to minimize or eliminate the identified risks. The identified risks may be physical or logical/virtual. Successful risk management ensures that the enterprise can support its mission critical operations, processes, applications, and communications in the face of serious incidents such as security threats/violations and fraud attempts. Two key areas covered in Risk Management by telecom operators are:   ·       Revenue Assurance: Revenue assurance system will be responsible for identifying revenue loss scenarios across components/systems, and will help in rectifying the problems. The following lists the high-level roles and responsibilities executed by the Revenue Assurance system in the end-to-end solution. o   Identify all usage information dropped when networks are being upgraded. o   Interconnect bill verification. o   Identify where services are routinely provisioned but never billed. o   Identify poor sales policies that are intensifying collections problems. o   Find leakage where usage is sent to error bucket and never billed for. o   Find leakage where field service, CRM, and network build-out are not optimized.   ·       Fraud Management: Involves collecting data from different systems to identify abnormalities in traffic patterns, usage patterns, and subscription patterns to report suspicious activity that might suggest fraudulent usage of resources, resulting in revenue losses to the operator.   The key roles and responsibilities of the system component are as follows:   o   Fraud management system will capture and monitor high usage (over a certain threshold) in terms of duration, value, and number of calls for each subscriber. The threshold for each subscriber is decided by the system and fixed automatically. o   Fraud management will be able to detect the unauthorized access to services for certain subscribers. These subscribers may have been provided unauthorized services by employees. The component will raise the alert to the operator the very first time of such illegal calls or calls which are not billed. o   The solution will be to have an alarm management system that will deliver alarms to the operator/provider whenever it detects a fraud, thus minimizing fraud by catching it the first time it occurs. o   The Fraud Management system will be capable of interfacing with switches, mediation systems, and billing systems   (ii) Knowledge Management   This process focuses on knowledge management, technology research within the enterprise, and the evaluation of potential technology acquisitions.   Key responsibilities of knowledge base management are to   ·       Maintain knowledge base – Creation and updating of knowledge base on ongoing basis. ·       Search knowledge base – Search of knowledge base on keywords or category browse ·       Maintain metadata – Management of metadata on knowledge base to ensure effective management and search. ·       Run report generator. ·       Provide content – Add content to the knowledge base, e.g., user guides, operational manual, etc.   (iii) Document Management   It focuses on maintaining a repository of all electronic documents or images of paper documents relevant to the enterprise using a system.   (iv) Data Management   It manages data as a valuable resource for any enterprise. For telecom enterprises, the typical areas covered are Master Data Management, Data Warehousing, and Business Intelligence. It is also responsible for data governance, security, quality, and database management.   Key responsibilities of Data Management are   ·       Using ETL, extract the data from CRM, Billing, web content, ERP, campaign management, financial, network operations, asset management info, customer contact data, customer measures, benchmarks, process data, e.g., process inputs, outputs, and measures, into Enterprise Data Warehouse. ·       Management of data traceability with source, data related business rules/decisions, data quality, data cleansing data reconciliation, competitors data – storage for all the enterprise data (customer profiles, products, offers, revenues, etc.) ·       Get online update through night time replication or physical backup process at regular frequency. ·       Provide the data access to business intelligence and other systems for their analysis, report generation, and use.   (v) Business Intelligence   It uses the Enterprise Data to provide the various analysis and reports that contain prospects and analytics for customer retention, acquisition of new customers due to the offers, and SLAs. It will generate right and optimized plans – bolt-ons for the customers.   The following lists the high-level roles and responsibilities executed by the Business Intelligence system at the Enterprise Level:   ·       It will do Pattern analysis and reports problem. ·       It will do Data Analysis – Statistical analysis, data profiling, affinity analysis of data, customer segment wise usage patterns on offers, products, service and revenue generation against services and customer segments. ·       It will do Performance (business, system, and forecast) analysis, churn propensity, response time, and SLAs analysis. ·       It will support for online and offline analysis, and report drill down capability. ·       It will collect, store, and report various SLA data. ·       It will provide the necessary intelligence for marketing and working on campaigns, etc., with cost benefit analysis and predictions.   It will advise on customer promotions with additional services based on loyalty and credit history of customer   ·       It will Interface with Enterprise Data Management system for data to run reports and analysis tasks. It will interface with the campaign schedules, based on historical success evidence.   (vi) Stakeholder and External Relations Management   It manages the enterprise's relationship with stakeholders and outside entities. Stakeholders include shareholders, employee organizations, etc. Outside entities include regulators, local community, and unions. Some of the processes within this grouping are Shareholder Relations, External Affairs, Labor Relations, and Public Relations.   (vii) Enterprise Resource Planning   It is used to manage internal and external resources, including tangible assets, financial resources, materials, and human resources. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the enterprise and manage the connections to outside stakeholders. ERP systems consolidate all business operations into a uniform and enterprise wide system environment.   The key roles and responsibilities for Enterprise System are given below:   ·        It will handle responsibilities such as core accounting, financial, and management reporting. ·       It will interface with CRM for capturing customer account and details. ·       It will interface with billing to capture the billing revenue and other financial data. ·       It will be responsible for executing the dunning process. Billing will send the required feed to ERP for execution of dunning. ·       It will interface with the CRM and Billing through batch interfaces. Enterprise management systems are like horizontals in the enterprise and typically interact with all major telecom systems. E.g., an ERP system interacts with CRM, Fulfillment, and Billing systems for different kinds of data exchanges.   6. External Interfaces/Touch Points   The typical external parties are customers, suppliers/partners, employees, shareholders, and other stakeholders. External interactions from/to a Service Provider to other parties can be achieved by a variety of mechanisms, including:   ·       Exchange of emails or faxes ·       Call Centers ·       Web Portals ·       Business-to-Business (B2B) automated transactions   These applications provide an Internet technology driven interface to external parties to undertake a variety of business functions directly for themselves. These can provide fully or partially automated service to external parties through various touch points.   Typical characteristics of these touch points are   ·       Pre-integrated self-service system, including stand-alone web framework or integration front end with a portal engine ·       Self services layer exposing atomic web services/APIs for reuse by multiple systems across the architectural environment ·       Portlets driven connectivity exposing data and services interoperability through a portal engine or web application   These touch points mostly interact with the CRM systems for requests, inquiries, and responses.   7. Middleware   The component will be primarily responsible for integrating the different systems components under a common platform. It should provide a Standards-Based Platform for building Service Oriented Architecture and Composite Applications. The following lists the high-level roles and responsibilities executed by the Middleware component in the end-to-end solution.   ·       As an integration framework, covering to and fro interfaces ·       Provide a web service framework with service registry. ·       Support SOA framework with SOA service registry. ·       Each of the interfaces from / to Middleware to other components would handle data transformation, translation, and mapping of data points. ·       Receive data from the caller / activate and/or forward the data to the recipient system in XML format. ·       Use standard XML for data exchange. ·       Provide the response back to the service/call initiator. ·       Provide a tracking until the response completion. ·       Keep a store transitional data against each call/transaction. ·       Interface through Middleware to get any information that is possible and allowed from the existing systems to enterprise systems; e.g., customer profile and customer history, etc. ·       Provide the data in a common unified format to the SOA calls across systems, and follow the Enterprise Architecture directive. ·       Provide an audit trail for all transactions being handled by the component.   8. Network Elements   The term Network Element means a facility or equipment used in the provision of a telecommunications service. Such terms also includes features, functions, and capabilities that are provided by means of such facility or equipment, including subscriber numbers, databases, signaling systems, and information sufficient for billing and collection or used in the transmission, routing, or other provision of a telecommunications service.   Typical network elements in a GSM network are Home Location Register (HLR), Intelligent Network (IN), Mobile Switching Center (MSC), SMS Center (SMSC), and network elements for other value added services like Push-to-talk (PTT), Ring Back Tone (RBT), etc.   Network elements are invoked when subscribers use their telecom devices for any kind of usage. These elements generate usage data and pass it on to downstream systems like mediation and billing system for rating and billing. They also integrate with provisioning systems for order/service fulfillment.   9. 3rd Party Applications   3rd Party systems are applications like content providers, payment gateways, point of sale terminals, and databases/applications maintained by the Government.   Depending on applicability and the type of functionality provided by 3rd party applications, the integration with different telecom systems like CRM, provisioning, and billing will be done.   10. Service Delivery Platform   A service delivery platform (SDP) provides the architecture for the rapid deployment, provisioning, execution, management, and billing of value added telecom services. SDPs are based on the concept of SOA and layered architecture. They support the delivery of voice, data services, and content in network and device-independent fashion. They allow application developers to aggregate network capabilities, services, and sources of content. SDPs typically contain layers for web services exposure, service application development, and network abstraction.   SOA Reference Architecture   SOA concept is based on the principle of developing reusable business service and building applications by composing those services, instead of building monolithic applications in silos. It’s about bridging the gap between business and IT through a set of business-aligned IT services, using a set of design principles, patterns, and techniques.   In an SOA, resources are made available to participants in a value net, enterprise, line of business (typically spanning multiple applications within an enterprise or across multiple enterprises). It consists of a set of business-aligned IT services that collectively fulfill an organization’s business processes and goals. We can choreograph these services into composite applications and invoke them through standard protocols. SOA, apart from agility and reusability, enables:   ·       The business to specify processes as orchestrations of reusable services ·       Technology agnostic business design, with technology hidden behind service interface ·       A contractual-like interaction between business and IT, based on service SLAs ·       Accountability and governance, better aligned to business services ·       Applications interconnections untangling by allowing access only through service interfaces, reducing the daunting side effects of change ·       Reduced pressure to replace legacy and extended lifetime for legacy applications, through encapsulation in services   ·       A Cloud Computing paradigm, using web services technologies, that makes possible service outsourcing on an on-demand, utility-like, pay-per-usage basis   The following section represents the Reference Architecture of logical view for the Telecom Solution. The new custom built application needs to align with this logical architecture in the long run to achieve EA benefits.   Packaged implementation applications, such as ERP billing applications, need to expose their functions as service providers (as other applications consume) and interact with other applications as service consumers.   COT applications need to expose services through wrappers such as adapters to utilize existing resources and at the same time achieve Enterprise Architecture goal and objectives.   The following are the various layers for Enterprise level deployment of SOA. This diagram captures the abstract view of Enterprise SOA layers and important components of each layer. Layered architecture means decomposition of services such that most interactions occur between adjacent layers. However, there is no strict rule that top layers should not directly communicate with bottom layers.   The diagram below represents the important logical pieces that would result from overall SOA transformation. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 3. Enterprise SOA Reference Architecture 1.          Operational System Layer: This layer consists of all packaged applications like CRM, ERP, custom built applications, COTS based applications like Billing, Revenue Management, Fulfilment, and the Enterprise databases that are essential and contribute directly or indirectly to the Enterprise OSS/BSS Transformation.   ERP holds the data of Asset Lifecycle Management, Supply Chain, and Advanced Procurement and Human Capital Management, etc.   CRM holds the data related to Order, Sales, and Marketing, Customer Care, Partner Relationship Management, Loyalty, etc.   Content Management handles Enterprise Search and Query. Billing application consists of the following components:   ·       Collections Management, Customer Billing Management, Invoices, Real-Time Rating, Discounting, and Applying of Charges ·       Enterprise databases will hold both the application and service data, whether structured or unstructured.   MDM - Master data majorly consists of Customer, Order, Product, and Service Data.     2.          Enterprise Component Layer:   This layer consists of the Application Services and Common Services that are responsible for realizing the functionality and maintaining the QoS of the exposed services. This layer uses container-based technologies such as application servers to implement the components, workload management, high availability, and load balancing.   Application Services: This Service Layer enables application, technology, and database abstraction so that the complex accessing logic is hidden from the other service layers. This is a basic service layer, which exposes application functionalities and data as reusable services. The three types of the Application access services are:   ·       Application Access Service: This Service Layer exposes application level functionalities as a reusable service between BSS to BSS and BSS to OSS integration. This layer is enabled using disparate technology such as Web Service, Integration Servers, and Adaptors, etc.   ·       Data Access Service: This Service Layer exposes application data services as a reusable reference data service. This is done via direct interaction with application data. and provides the federated query.   ·       Network Access Service: This Service Layer exposes provisioning layer as a reusable service from OSS to OSS integration. This integration service emphasizes the need for high performance, stateless process flows, and distributed design.   Common Services encompasses management of structured, semi-structured, and unstructured data such as information services, portal services, interaction services, infrastructure services, and security services, etc.   3.          Integration Layer:   This consists of service infrastructure components like service bus, service gateway for partner integration, service registry, service repository, and BPEL processor. Service bus will carry the service invocation payloads/messages between consumers and providers. The other important functions expected from it are itinerary based routing, distributed caching of routing information, transformations, and all qualities of service for messaging-like reliability, scalability, and availability, etc. Service registry will hold all contracts (wsdl) of services, and it helps developers to locate or discover service during design time or runtime.   • BPEL processor would be useful in orchestrating the services to compose a complex business scenario or process. • Workflow and business rules management are also required to support manual triggering of certain activities within business process. based on the rules setup and also the state machine information. Application, data, and service mediation layer typically forms the overall composite application development framework or SOA Framework.   4.          Business Process Layer: These are typically the intermediate services layer and represent Shared Business Process Services. At Enterprise Level, these services are from Customer Management, Order Management, Billing, Finance, and Asset Management application domains.   5.          Access Layer: This layer consists of portals for Enterprise and provides a single view of Enterprise information management and dashboard services.   6.          Channel Layer: This consists of various devices; applications that form part of extended enterprise; browsers through which users access the applications.   7.          Client Layer: This designates the different types of users accessing the enterprise applications. The type of user typically would be an important factor in determining the level of access to applications.   8.          Vertical pieces like management, monitoring, security, and development cut across all horizontal layers Management and monitoring involves all aspects of SOA-like services, SLAs, and other QoS lifecycle processes for both applications and services surrounding SOA governance.     9.          EA Governance, Reference Architecture, Roadmap, Principles, and Best Practices:   EA Governance is important in terms of providing the overall direction to SOA implementation within the enterprise. This involves board-level involvement, in addition to business and IT executives. At a high level, this involves managing the SOA projects implementation, managing SOA infrastructure, and controlling the entire effort through all fine-tuned IT processes in accordance with COBIT (Control Objectives for Information Technology).   Devising tools and techniques to promote reuse culture, and the SOA way of doing things needs competency centers to be established in addition to training the workforce to take up new roles that are suited to SOA journey.   Conclusions   Reference Architectures can serve as the basis for disparate architecture efforts throughout the organization, even if they use different tools and technologies. Reference architectures provide best practices and approaches in the independent way a vendor deals with technology and standards. Reference Architectures model the abstract architectural elements for an enterprise independent of the technologies, protocols, and products that are used to implement an SOA. Telecom enterprises today are facing significant business and technology challenges due to growing competition, a multitude of services, and convergence. Adopting architectural best practices could go a long way in meeting these challenges. The use of SOA-based architecture for communication to each of the external systems like Billing, CRM, etc., in OSS/BSS system has made the architecture very loosely coupled, with greater flexibility. Any change in the external systems would be absorbed at the Integration Layer without affecting the rest of the ecosystem. The use of a Business Process Management (BPM) tool makes the management and maintenance of the business processes easy, with better performance in terms of lead time, quality, and cost. Since the Architecture is based on standards, it will lower the cost of deploying and managing OSS/BSS applications over their lifecycles.

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  • Quick guide to Oracle IRM 11g: Classification design

    - by Simon Thorpe
    Quick guide to Oracle IRM 11g indexThis is the final article in the quick guide to Oracle IRM. If you've followed everything prior you will now have a fully functional and tested Information Rights Management service. It doesn't matter if you've been following the 10g or 11g guide as this next article is common to both. ContentsWhy this is the most important part... Understanding the classification and standard rights model Identifying business use cases Creating an effective IRM classification modelOne single classification across the entire businessA context for each and every possible granular use caseWhat makes a good context? Deciding on the use of roles in the context Reviewing the features and security for context roles Summary Why this is the most important part...Now the real work begins, installing and getting an IRM system running is as simple as following instructions. However to actually have an IRM technology easily protecting your most sensitive information without interfering with your users existing daily work flows and be able to scale IRM across the entire business, requires thought into how confidential documents are created, used and distributed. This article is going to give you the information you need to ask the business the right questions so that you can deploy your IRM service successfully. The IRM team here at Oracle have over 10 years of experience in helping customers and it is important you understand the following to be successful in securing access to your most confidential information. Whatever you are trying to secure, be it mergers and acquisitions information, engineering intellectual property, health care documentation or financial reports. No matter what type of user is going to access the information, be they employees, contractors or customers, there are common goals you are always trying to achieve.Securing the content at the earliest point possible and do it automatically. Removing the dependency on the user to decide to secure the content reduces the risk of mistakes significantly and therefore results a more secure deployment. K.I.S.S. (Keep It Simple Stupid) Reduce complexity in the rights/classification model. Oracle IRM lets you make changes to access to documents even after they are secured which allows you to start with a simple model and then introduce complexity once you've understood how the technology is going to be used in the business. After an initial learning period you can review your implementation and start to make informed decisions based on user feedback and administration experience. Clearly communicate to the user, when appropriate, any changes to their existing work practice. You must make every effort to make the transition to sealed content as simple as possible. For external users you must help them understand why you are securing the documents and inform them the value of the technology to both your business and them. Before getting into the detail, I must pay homage to Martin White, Vice President of client services in SealedMedia, the company Oracle acquired and who created Oracle IRM. In the SealedMedia years Martin was involved with every single customer and was key to the design of certain aspects of the IRM technology, specifically the context model we will be discussing here. Listening carefully to customers and understanding the flexibility of the IRM technology, Martin taught me all the skills of helping customers build scalable, effective and simple to use IRM deployments. No matter how well the engineering department designed the software, badly designed and poorly executed projects can result in difficult to use and manage, and ultimately insecure solutions. The advice and information that follows was born with Martin and he's still delivering IRM consulting with customers and can be found at www.thinkers.co.uk. It is from Martin and others that Oracle not only has the most advanced, scalable and usable document security solution on the market, but Oracle and their partners have the most experience in delivering successful document security solutions. Understanding the classification and standard rights model The goal of any successful IRM deployment is to balance the increase in security the technology brings without over complicating the way people use secured content and avoid a significant increase in administration and maintenance. With Oracle it is possible to automate the protection of content, deploy the desktop software transparently and use authentication methods such that users can open newly secured content initially unaware the document is any different to an insecure one. That is until of course they attempt to do something for which they don't have any rights, such as copy and paste to an insecure application or try and print. Central to achieving this objective is creating a classification model that is simple to understand and use but also provides the right level of complexity to meet the business needs. In Oracle IRM the term used for each classification is a "context". A context defines the relationship between.A group of related documents The people that use the documents The roles that these people perform The rights that these people need to perform their role The context is the key to the success of Oracle IRM. It provides the separation of the role and rights of a user from the content itself. Documents are sealed to contexts but none of the rights, user or group information is stored within the content itself. Sealing only places information about the location of the IRM server that sealed it, the context applied to the document and a few other pieces of metadata that pertain only to the document. This important separation of rights from content means that millions of documents can be secured against a single classification and a user needs only one right assigned to be able to access all documents. If you have followed all the previous articles in this guide, you will be ready to start defining contexts to which your sensitive information will be protected. But before you even start with IRM, you need to understand how your own business uses and creates sensitive documents and emails. Identifying business use cases Oracle is able to support multiple classification systems, but usually there is one single initial need for the technology which drives a deployment. This need might be to protect sensitive mergers and acquisitions information, engineering intellectual property, financial documents. For this and every subsequent use case you must understand how users create and work with documents, to who they are distributed and how the recipients should interact with them. A successful IRM deployment should start with one well identified use case (we go through some examples towards the end of this article) and then after letting this use case play out in the business, you learn how your users work with content, how well your communication to the business worked and if the classification system you deployed delivered the right balance. It is at this point you can start rolling the technology out further. Creating an effective IRM classification model Once you have selected the initial use case you will address with IRM, you need to design a classification model that defines the access to secured documents within the use case. In Oracle IRM there is an inbuilt classification system called the "context" model. In Oracle IRM 11g it is possible to extend the server to support any rights classification model, but the majority of users who are not using an application integration (such as Oracle IRM within Oracle Beehive) are likely to be starting out with the built in context model. Before looking at creating a classification system with IRM, it is worth reviewing some recognized standards and methods for creating and implementing security policy. A very useful set of documents are the ISO 17799 guidelines and the SANS security policy templates. First task is to create a context against which documents are to be secured. A context consists of a group of related documents (all top secret engineering research), a list of roles (contributors and readers) which define how users can access documents and a list of users (research engineers) who have been given a role allowing them to interact with sealed content. Before even creating the first context it is wise to decide on a philosophy which will dictate the level of granularity, the question is, where do you start? At a department level? By project? By technology? First consider the two ends of the spectrum... One single classification across the entire business Imagine that instead of having separate contexts, one for engineering intellectual property, one for your financial data, one for human resources personally identifiable information, you create one context for all documents across the entire business. Whilst you may have immediate objections, there are some significant benefits in thinking about considering this. Document security classification decisions are simple. You only have one context to chose from! User provisioning is simple, just make sure everyone has a role in the only context in the business. Administration is very low, if you assign rights to groups from the business user repository you probably never have to touch IRM administration again. There are however some obvious downsides to this model.All users in have access to all IRM secured content. So potentially a sales person could access sensitive mergers and acquisition documents, if they can get their hands on a copy that is. You cannot delegate control of different documents to different parts of the business, this may not satisfy your regulatory requirements for the separation and delegation of duties. Changing a users role affects every single document ever secured. Even though it is very unlikely a business would ever use one single context to secure all their sensitive information, thinking about this scenario raises one very important point. Just having one single context and securing all confidential documents to it, whilst incurring some of the problems detailed above, has one huge value. Once secured, IRM protected content can ONLY be accessed by authorized users. Just think of all the sensitive documents in your business today, imagine if you could ensure that only everyone you trust could open them. Even if an employee lost a laptop or someone accidentally sent an email to the wrong recipient, only the right people could open that file. A context for each and every possible granular use case Now let's think about the total opposite of a single context design. What if you created a context for each and every single defined business need and created multiple contexts within this for each level of granularity? Let's take a use case where we need to protect engineering intellectual property. Imagine we have 6 different engineering groups, and in each we have a research department, a design department and manufacturing. The company information security policy defines 3 levels of information sensitivity... restricted, confidential and top secret. Then let's say that each group and department needs to define access to information from both internal and external users. Finally add into the mix that they want to review the rights model for each context every financial quarter. This would result in a huge amount of contexts. For example, lets just look at the resulting contexts for one engineering group. Q1FY2010 Restricted Internal - Engineering Group 1 - Research Q1FY2010 Restricted Internal - Engineering Group 1 - Design Q1FY2010 Restricted Internal - Engineering Group 1 - Manufacturing Q1FY2010 Restricted External- Engineering Group 1 - Research Q1FY2010 Restricted External - Engineering Group 1 - Design Q1FY2010 Restricted External - Engineering Group 1 - Manufacturing Q1FY2010 Confidential Internal - Engineering Group 1 - Research Q1FY2010 Confidential Internal - Engineering Group 1 - Design Q1FY2010 Confidential Internal - Engineering Group 1 - Manufacturing Q1FY2010 Confidential External - Engineering Group 1 - Research Q1FY2010 Confidential External - Engineering Group 1 - Design Q1FY2010 Confidential External - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret Internal - Engineering Group 1 - Research Q1FY2010 Top Secret Internal - Engineering Group 1 - Design Q1FY2010 Top Secret Internal - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret External - Engineering Group 1 - Research Q1FY2010 Top Secret External - Engineering Group 1 - Design Q1FY2010 Top Secret External - Engineering Group 1 - Manufacturing Now multiply the above by 6 for each engineering group, 18 contexts. You are then creating/reviewing another 18 every 3 months. After a year you've got 72 contexts. What would be the advantages of such a complex classification model? You can satisfy very granular rights requirements, for example only an authorized engineering group 1 researcher can create a top secret report for access internally, and his role will be reviewed on a very frequent basis. Your business may have very complex rights requirements and mapping this directly to IRM may be an obvious exercise. The disadvantages of such a classification model are significant...Huge administrative overhead. Someone in the business must manage, review and administrate each of these contexts. If the engineering group had a single administrator, they would have 72 classifications to reside over each year. From an end users perspective life will be very confusing. Imagine if a user has rights in just 6 of these contexts. They may be able to print content from one but not another, be able to edit content in 2 contexts but not the other 4. Such confusion at the end user level causes frustration and resistance to the use of the technology. Increased synchronization complexity. Imagine a user who after 3 years in the company ends up with over 300 rights in many different contexts across the business. This would result in long synchronization times as the client software updates all your offline rights. Hard to understand who can do what with what. Imagine being the VP of engineering and as part of an internal security audit you are asked the question, "What rights to researchers have to our top secret information?". In this complex model the answer is not simple, it would depend on many roles in many contexts. Of course this example is extreme, but it highlights that trying to build many barriers in your business can result in a nightmare of administration and confusion amongst users. In the real world what we need is a balance of the two. We need to seek an optimum number of contexts. Too many contexts are unmanageable and too few contexts does not give fine enough granularity. What makes a good context? Good context design derives mainly from how well you understand your business requirements to secure access to confidential information. Some customers I have worked with can tell me exactly the documents they wish to secure and know exactly who should be opening them. However there are some customers who know only of the government regulation that requires them to control access to certain types of information, they don't actually know where the documents are, how they are created or understand exactly who should have access. Therefore you need to know how to ask the business the right questions that lead to information which help you define a context. First ask these questions about a set of documentsWhat is the topic? Who are legitimate contributors on this topic? Who are the authorized readership? If the answer to any one of these is significantly different, then it probably merits a separate context. Remember that sealed documents are inherently secure and as such they cannot leak to your competitors, therefore it is better sealed to a broad context than not sealed at all. Simplicity is key here. Always revert to the first extreme example of a single classification, then work towards essential complexity. If there is any doubt, always prefer fewer contexts. Remember, Oracle IRM allows you to change your mind later on. You can implement a design now and continue to change and refine as you learn how the technology is used. It is easy to go from a simple model to a more complex one, it is much harder to take a complex model that is already embedded in the work practice of users and try to simplify it. It is also wise to take a single use case and address this first with the business. Don't try and tackle many different problems from the outset. Do one, learn from the process, refine it and then take what you have learned into the next use case, refine and continue. Once you have a good grasp of the technology and understand how your business will use it, you can then start rolling out the technology wider across the business. Deciding on the use of roles in the context Once you have decided on that first initial use case and a context to create let's look at the details you need to decide upon. For each context, identify; Administrative rolesBusiness owner, the person who makes decisions about who may or may not see content in this context. This is often the person who wanted to use IRM and drove the business purchase. They are the usually the person with the most at risk when sensitive information is lost. Point of contact, the person who will handle requests for access to content. Sometimes the same as the business owner, sometimes a trusted secretary or administrator. Context administrator, the person who will enact the decisions of the Business Owner. Sometimes the point of contact, sometimes a trusted IT person. Document related rolesContributors, the people who create and edit documents in this context. Reviewers, the people who are involved in reviewing documents but are not trusted to secure information to this classification. This role is not always necessary. (See later discussion on Published-work and Work-in-Progress) Readers, the people who read documents from this context. Some people may have several of the roles above, which is fine. What you are trying to do is understand and define how the business interacts with your sensitive information. These roles obviously map directly to roles available in Oracle IRM. Reviewing the features and security for context roles At this point we have decided on a classification of information, understand what roles people in the business will play when administrating this classification and how they will interact with content. The final piece of the puzzle in getting the information for our first context is to look at the permissions people will have to sealed documents. First think why are you protecting the documents in the first place? It is to prevent the loss of leaking of information to the wrong people. To control the information, making sure that people only access the latest versions of documents. You are not using Oracle IRM to prevent unauthorized people from doing legitimate work. This is an important point, with IRM you can erect many barriers to prevent access to content yet too many restrictions and authorized users will often find ways to circumvent using the technology and end up distributing unprotected originals. Because IRM is a security technology, it is easy to get carried away restricting different groups. However I would highly recommend starting with a simple solution with few restrictions. Ensure that everyone who reasonably needs to read documents can do so from the outset. Remember that with Oracle IRM you can change rights to content whenever you wish and tighten security. Always return to the fact that the greatest value IRM brings is that ONLY authorized users can access secured content, remember that simple "one context for the entire business" model. At the start of the deployment you really need to aim for user acceptance and therefore a simple model is more likely to succeed. As time passes and users understand how IRM works you can start to introduce more restrictions and complexity. Another key aspect to focus on is handling exceptions. If you decide on a context model where engineering can only access engineering information, and sales can only access sales data. Act quickly when a sales manager needs legitimate access to a set of engineering documents. Having a quick and effective process for permitting other people with legitimate needs to obtain appropriate access will be rewarded with acceptance from the user community. These use cases can often be satisfied by integrating IRM with a good Identity & Access Management technology which simplifies the process of assigning users the correct business roles. The big print issue... Printing is often an issue of contention, users love to print but the business wants to ensure sensitive information remains in the controlled digital world. There are many cases of physical document loss causing a business pain, it is often overlooked that IRM can help with this issue by limiting the ability to generate physical copies of digital content. However it can be hard to maintain a balance between security and usability when it comes to printing. Consider the following points when deciding about whether to give print rights. Oracle IRM sealed documents can contain watermarks that expose information about the user, time and location of access and the classification of the document. This information would reside in the printed copy making it easier to trace who printed it. Printed documents are slower to distribute in comparison to their digital counterparts, so time sensitive information in printed format may present a lower risk. Print activity is audited, therefore you can monitor and react to users abusing print rights. Summary In summary it is important to think carefully about the way you create your context model. As you ask the business these questions you may get a variety of different requirements. There may be special projects that require a context just for sensitive information created during the lifetime of the project. There may be a department that requires all information in the group is secured and you might have a few senior executives who wish to use IRM to exchange a small number of highly sensitive documents with a very small number of people. Oracle IRM, with its very flexible context classification system, can support all of these use cases. The trick is to introducing the complexity to deliver them at the right level. In another article i'm working on I will go through some examples of how Oracle IRM might map to existing business use cases. But for now, this article covers all the important questions you need to get your IRM service deployed and successfully protecting your most sensitive information.

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  • Oracle Unveils Oracle’s Primavera Inspire for SAP 8.0

    - by Sylvie MacKenzie, PMP
    “To successfully manage large capital projects and maintenance operations, organizations need clear visibility into materials, resources, schedule and financial information,” said Yasser Mahmud, vice president, Oracle’s Primavera Global Business Unit. “With the enhancements delivered in Oracle’s Primavera Inspire for SAP 8.0, partners and customers can benefit from an integrated solution that not only reduces risk, but also helps ensure that projects are completed on-time and within budget. This combination simplifies management and extends customers’ investments in existing SAP project management modules.” Read all about the new release at http://www.oracle.com/us/corporate/press/1666350?sc=OPR-TW

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  • Week 21: FY10 in the Rear View Mirror

    - by sandra.haan
    FY10 is coming to a close and before we dive into FY11 we thought we would take a walk down memory lane and reminisce on some of our favorite Oracle PartnerNetwork activities. June 2009 brought One Red Network to partners offering access to the same virtual kickoff environment used by Oracle employees. It was a new way to deliver valuable content to key stakeholders (and without the 100+ degree temperatures). Speaking of hot, Oracle also announced in June new licensing options for our ISV partners. This model enables an even broader community of ISVs to build, deploy and manage SaaS applications on the same platform. While some people took the summer off, the OPN Program team was working away to deliver a brand new partner program - Oracle PartnerNetwork Specialized - at Oracle OpenWorld in October. Specialized. Recognized. Preferred. If you haven't gotten the message yet, we may need an emergency crew to pull you out from that rock you've been hiding under. But seriously, the announcement at the OPN Forum drew a big crowd and our FY11 event is shaping up to be just as exciting. OPN Specialized was announced in October and opened our doors for enrollment in December 2009. To mark our grand opening we held our first ever social webcast allowing partners from around the world to interact with us live throughout the day. We had a lot of great conversations and really enjoyed the chance to speak with so many of you. After a short holiday break we were back at it - just a small announcement - Oracle's acquisition of Sun. In case you missed it, here is a short field report from Ted Bereswill, SVP North America Alliances & Channels on the partner events to support the announcement: And while we're announcing things - did we mention that both Ted Bereswill and Judson Althoff were named Channel Chiefs by CRN? Not only do we have a couple of Channel Chiefs, but Oracle also won the Partner Program 5 Star Programs Award and took top honors at the CRN Channel Champion Awards for Financial Factors/Financial Performance in the category of Data and Information Management and the and Xchange Solution Provider event in March 2010. We actually caught up with Judson at this event for a quick recap of our participation: But awards aside, let's not forget our main focus in FY10 and that is Specialization. In April we announced that we had over 35 Specializations available for partners and a plan to deliver even more in FY11. We are just days away from the end of FY10 but hope you enjoyed our walk down memory lane. We are already planning lots of activity for our partners in FY11 starting with our Partner Kickoff event on June 29th. Join us to hear the vision and strategy for FY11 and interact with regional A&C leaders. We look forward to talking with you then. The OPN Communications Team

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  • The 2012 Gartner-FEI CFO Technology Survey -- Reviewed by Jeff Henley, Oracle Chairman

    - by Di Seghposs
    Jeff Henley and Oracle Business Analytics VP Rich Clayton break down the findings of the 2012 Gartner-FEI CFO Technology Survey.  The survey produced by Gartner gathers CFOs perceptions about technology, trends and planned improvements to operations.  Financial executives and IT professionals can use these findings to align spending and organizational priorities and understand how technology should support corporate performance.    Listen to the webcast with Jeff Henley and Rich Clayton - Watch Now » Download the full report for all the details -   Read the Report »        Key Findings ·        Despite slow economic growth, CFOs expect conservative, steady IT spending. ·        The CFOs role in IT investment has increased again in 2012. ·        The 45% of IT leaders that report to the CFO are more than report to any other executive, and represent an increase of 3%. ·        Business analytics needs technology improvement. ·        CFOs are focused on business analytics and business applications more than on technology. ·        Information, social, cloud and mobile technology trends are on CFOs' radar. ·        Focusing on corporate performance management (CPM) projects, 63% of CFOs plan to upgrade business intelligence (BI), analytics and performance management in 2012. ·        Despite advancements in strategy management technologies, CFOs still focus on lagging key performance indicators (KPIs) only. ·        A pace-layered strategy for applications is needed (92% of CFOs believe IT doesn't provide transformation/differentiation). ·        New applications in financial governance rank high on improving compliance and efficiency.

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  • World Record Performance on PeopleSoft Enterprise Financials Benchmark on SPARC T4-2

    - by Brian
    Oracle's SPARC T4-2 server achieved World Record performance on Oracle's PeopleSoft Enterprise Financials 9.1 executing 20 Million Journals lines in 8.92 minutes on Oracle Database 11g Release 2 running on Oracle Solaris 11. This is the first result published on this version of the benchmark. The SPARC T4-2 server was able to process 20 million general ledger journal edit and post batch jobs in 8.92 minutes on this benchmark that reflects a large customer environment that utilizes a back-end database of nearly 500 GB. This benchmark demonstrates that the SPARC T4-2 server with PeopleSoft Financials 9.1 can easily process 100 million journal lines in less than 1 hour. The SPARC T4-2 server delivered more than 146 MB/sec of IO throughput with Oracle Database 11g running on Oracle Solaris 11. Performance Landscape Results are presented for PeopleSoft Financials Benchmark 9.1. Results obtained with PeopleSoft Financials Benchmark 9.1 are not comparable to the the previous version of the benchmark, PeopleSoft Financials Benchmark 9.0, due to significant change in data model and supports only batch. PeopleSoft Financials Benchmark, Version 9.1 Solution Under Test Batch (min) SPARC T4-2 (2 x SPARC T4, 2.85 GHz) 8.92 Results from PeopleSoft Financials Benchmark 9.0. PeopleSoft Financials Benchmark, Version 9.0 Solution Under Test Batch (min) Batch with Online (min) SPARC Enterprise M4000 (Web/App) SPARC Enterprise M5000 (DB) 33.09 34.72 SPARC T3-1 (Web/App) SPARC Enterprise M5000 (DB) 35.82 37.01 Configuration Summary Hardware Configuration: 1 x SPARC T4-2 server 2 x SPARC T4 processors, 2.85 GHz 128 GB memory Storage Configuration: 1 x Sun Storage F5100 Flash Array (for database and redo logs) 2 x Sun Storage 2540-M2 arrays and 2 x Sun Storage 2501-M2 arrays (for backup) Software Configuration: Oracle Solaris 11 11/11 SRU 7.5 Oracle Database 11g Release 2 (11.2.0.3) PeopleSoft Financials 9.1 Feature Pack 2 PeopleSoft Supply Chain Management 9.1 Feature Pack 2 PeopleSoft PeopleTools 8.52 latest patch - 8.52.03 Oracle WebLogic Server 10.3.5 Java Platform, Standard Edition Development Kit 6 Update 32 Benchmark Description The PeopleSoft Enterprise Financials 9.1 benchmark emulates a large enterprise that processes and validates a large number of financial journal transactions before posting the journal entry to the ledger. The validation process certifies that the journal entries are accurate, ensuring that ChartFields values are valid, debits and credits equal out, and inter/intra-units are balanced. Once validated, the entries are processed, ensuring that each journal line posts to the correct target ledger, and then changes the journal status to posted. In this benchmark, the Journal Edit & Post is set up to edit and post both Inter-Unit and Regular multi-currency journals. The benchmark processes 20 million journal lines using AppEngine for edits and Cobol for post processes. See Also Oracle PeopleSoft Benchmark White Papers oracle.com SPARC T4-2 Server oracle.com OTN PeopleSoft Financial Management oracle.com OTN Oracle Solaris oracle.com OTN Oracle Database 11g Release 2 Enterprise Edition oracle.com OTN Disclosure Statement Copyright 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Results as of 1 October 2012.

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  • 12/12 Live Webcast: Introducing Next-Generation Enterprise Auditing and Database Firewall

    - by jgelhaus
    Join Oracle Security gurus to hear how Oracle products monitor Oracle and non-Oracle database traffic, detect unauthorized activity including SQL injection attacks, and block internal and external threats from reaching the database. Hear how organizations such as TransUnion Interactive and SquareTwo Financial rely on Oracle to monitor and secure their Oracle and non-Oracle database environments. Register for the webcast here.

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  • Architecture strategies for a complex competition scoring system

    - by mikewassmer
    Competition description: There are about 10 teams competing against each other over a 6-week period. Each team's total score (out of a 1000 total available points) is based on the total of its scores in about 25,000 different scoring elements. Most scoring elements are worth a small fraction of a point and there will about 10 X 25,000 = 250,000 total raw input data points. The points for some scoring elements are awarded at frequent regular time intervals during the competition. The points for other scoring elements are awarded at either irregular time intervals or at just one moment in time. There are about 20 different types of scoring elements. Each of the 20 types of scoring elements has a different set of inputs, a different algorithm for calculating the earned score from the raw inputs, and a different number of total available points. The simplest algorithms require one input and one simple calculation. The most complex algorithms consist of hundreds or thousands of raw inputs and a more complicated calculation. Some types of raw inputs are automatically generated. Other types of raw inputs are manually entered. All raw inputs are subject to possible manual retroactive adjustments by competition officials. Primary requirements: The scoring system UI for competitors and other competition followers will show current and historical total team scores, team standings, team scores by scoring element, raw input data (at several levels of aggregation, e.g. daily, weekly, etc.), and other metrics. There will be charts, tables, and other widgets for displaying historical raw data inputs and scores. There will be a quasi-real-time dashboard that will show current scores and raw data inputs. Aggregate scores should be updated/refreshed whenever new raw data inputs arrive or existing raw data inputs are adjusted. There will be a "scorekeeper UI" for manually entering new inputs, manually adjusting existing inputs, and manually adjusting calculated scores. Decisions: Should the scoring calculations be performed on the database layer (T-SQL/SQL Server, in my case) or on the application layer (C#/ASP.NET MVC, in my case)? What are some recommended approaches for calculating updated total team scores whenever new raw inputs arrives? Calculating each of the teams' total scores from scratch every time a new input arrives will probably slow the system to a crawl. I've considered some kind of "diff" approach, but that approach may pose problems for ad-hoc queries and some aggegates. I'm trying draw some sports analogies, but it's tough because most games consist of no more than 20 or 30 scoring elements per game (I'm thinking of a high-scoring baseball game; football and soccer have fewer scoring events per game). Perhaps a financial balance sheet analogy makes more sense because financial "bottom line" calcs may be calculated from 250,000 or more transactions. Should I be making heavy use of caching for this application? Are there any obvious approaches or similar case studies that I may be overlooking?

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  • Oracle's Global Single Schema

    - by david.butler(at)oracle.com
    Maximizing business process efficiencies in a heterogeneous environment is very difficult. The difficulty stems from the fact that the various applications across the Information Technology (IT) landscape employ different integration standards, different message passing strategies, and different workflow engines. Vendors such as Oracle and others are delivering tools to help IT organizations manage the complexities introduced by these differences. But the one remaining intractable problem impacting efficient operations is the fact that these applications have different definitions for the same business data. Business data is your business information codified for computer programs to use. A good data model will represent the way your organization does business. The computer applications your organization deploys to improve operational efficiency are built to operate on the business data organized into this schema.  If the schema does not represent how you do business, the applications on that schema cannot provide the features you need to achieve the desired efficiencies. Business processes span these applications. Data problems break these processes rendering them far less efficient than they need to be to achieve organization goals. Thus, the expected return on the investment in these applications is never realized. The success of all business processes depends on the availability of accurate master data.  Clearly, the solution to this problem is to consolidate all the master data an organization uses to run its business. Then clean it up, augment it, govern it, and connect it back to the applications that need it. Until now, this obvious solution has been difficult to achieve because no one had defined a data model sufficiently broad, deep and flexible enough to support transaction processing on all key business entities and serve as a master superset to all other operational data models deployed in heterogeneous IT environments. Today, the situation has changed. Oracle has created an operational data model (aka schema) that can support accurate and consistent master data across heterogeneous IT systems. This is foundational for providing a way to consolidate and integrate master data without having to replace investments in existing applications. This Global Single Schema (GSS) represents a revolutionary breakthrough that allows for true master data consolidation. Oracle has deep knowledge of applications dating back to the early 1990s.  It developed applications in the areas of Supply Chain Management (SCM), Product Lifecycle Management (PLM), Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Capital Management (HCM), Financials and Manufacturing. In addition, Oracle applications were delivered for key industries such as Communications, Financial Services, Retail, Public Sector, High Tech Manufacturing (HTM) and more. Expertise in all these areas drove requirements for GSS. The following figure illustrates Oracle's unique position that enabled the creation of the Global Single Schema. GSS Requirements Gathering GSS defines all the key business entities and attributes including Customers, Contacts, Suppliers, Accounts, Products, Services, Materials, Employees, Installed Base, Sites, Assets, and Inventory to name just a few. In addition, Oracle delivers GSS pre-integrated with a wide variety of operational applications.  Business Process Automation EBusiness is about maximizing operational efficiency. At the highest level, these 'operations' span all that you do as an organization.  The following figure illustrates some of these high-level business processes. Enterprise Business Processes Supplies are procured. Assets are maintained. Materials are stored. Inventory is accumulated. Products and Services are engineered, produced and sold. Customers are serviced. And across this entire spectrum, Employees do the procuring, supporting, engineering, producing, selling and servicing. Not shown, but not to be overlooked, are the accounting and the financial processes associated with all this procuring, manufacturing, and selling activity. Supporting all these applications is the master data. When this data is fragmented and inconsistent, the business processes fail and inefficiencies multiply. But imagine having all the data under these operational business processes in one place. ·            The same accurate and timely customer data will be provided to all your operational applications from the call center to the point of sale. ·            The same accurate and timely supplier data will be provided to all your operational applications from supply chain planning to procurement. ·            The same accurate and timely product information will be available to all your operational applications from demand chain planning to marketing. You would have a single version of the truth about your assets, financial information, customers, suppliers, employees, products and services to support your business automation processes as they flow across your business applications. All company and partner personnel will access the same exact data entity across all your channels and across all your lines of business. Oracle's Global Single Schema enables this vision of a single version of the truth across the heterogeneous operational applications supporting the entire enterprise. Global Single Schema Oracle's Global Single Schema organizes hundreds of thousands of attributes into 165 major schema objects supporting over 180 business application modules. It is designed for international operations, and extensibility.  The schema is delivered with a full set of public Application Programming Interfaces (APIs) and an Integration Repository with modern Service Oriented Architecture interfaces to make data available as a services (DaaS) to business processes and enable operations in heterogeneous IT environments. ·         Key tables can be extended with unlimited numbers of additional attributes and attribute groups for maximum flexibility.  o    This enables model extensions that reflect business entities unique to your organization's operations. ·         The schema is multi-organization enabled so data manipulation can be controlled along organizational boundaries. ·         It uses variable byte Unicode to support over 31 languages. ·         The schema encodes flexible date and flexible address formats for easy localizations. No matter how complex your business is, Oracle's Global Single Schema can hold your business objects and support your global operations. Oracle's Global Single Schema identifies and defines the business objects an enterprise needs within the context of its business operations. The interrelationships between the business objects are also contained within the GSS data model. Their presence expresses fundamental business rules for the interaction between business entities. The following figure illustrates some of these connections.   Interconnected Business Entities Interconnecte business processes require interconnected business data. No other MDM vendor has this capability. Everyone else has either one entity they can master or separate disconnected models for various business entities. Higher level integrations are made available, but that is a weak architectural alternative to data level integration in this critically important aspect of Master Data Management.    

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  • What's your advise on a potential legal suit? [closed]

    - by ohho
    I [xxx app developer] received an email from Apple that a developer [of yyy app] believes I am "infringing their copyright." Description of Issue: [xxx developer] copied my application (my application is [yyy]) feature by feature. Even their donation model is completely copied from my application. Their first release was significantly later than mine, which implies copying of the application rather than parallel development. I suffered significant financial losses because of their actions, in additional to promotion problems as many people are confused with their product. My advertising was based around the idea of a "free [yyy] application for an iPhone" and they have just taken that as a title for their application. I would appreciate if someone takes a look at their release schedule and compare it to my releases. Additionally, please take a look at their functionality and how it point by point copies the functionality of my older releases. I am asking Apple to remove their application from the App Store, and ban them from resubmitting it. Thank you for your time! [yyy developer], the developer of the [yyy] application. My response was: The code of [xxx] is written by myself, using Apple public API. The graphics elements are designed by myself. The user interface and app control are independently designed and different from other [similar type] apps (please judge yourself). In-app Purchase is iOS Apple standard API. iAd is Apple iOS standard API. I don't think features can be owned exclusively. In fact, my app comes with fewer features, as I prefer minimalist design. I don't think idea can be owned exclusively. Apple responded: Thank you for your response. Unfortunately, Apple cannot serve as arbiter for disputes among third parties. Please contact [yyy developer] directly regarding your actions. You can reach [yyy developer] through: [...]. We look forward to confirmation from both parties that this issue has been resolved. If this issue is not resolved shortly, Apple may be forced to pull your application(s) from the App Store. Then I sent my response above to [yyy developer]. [yyy developer] then asked me "to provide (my) legal address and contact details that (his) lawyer requires to file a copyright infringement suit." IMO, I don't think the [yyy developer]'s claim on "feature by feature" copy is valid. I have fewer features, completely different user interface design. However, I don't think I can afford a legal action for an app of so little financial return. So what's your advise on this? Should I just let Apple pull my app? Or is there any alternative I can consider? FYI ... UI of [xxx app]: and UI of [yyy app]:

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  • Partner Blog Series: PwC Perspectives - "Is It Time for an Upgrade?"

    - by Tanu Sood
    Is your organization debating their next step with regard to Identity Management? While all the stakeholders are well aware that the one-size-fits-all doesn’t apply to identity management, just as true is the fact that no two identity management implementations are alike. Oracle’s recent release of Identity Governance Suite 11g Release 2 has innovative features such as a customizable user interface, shopping cart style request catalog and more. However, only a close look at the use cases can help you determine if and when an upgrade to the latest R2 release makes sense for your organization. This post will describe a few of the situations that PwC has helped our clients work through. “Should I be considering an upgrade?” If your organization has an existing identity management implementation, the questions below are a good start to assessing your current solution to see if you need to begin planning for an upgrade: Does the current solution scale and meet your projected identity management needs? Does the current solution have a customer-friendly user interface? Are you completely meeting your compliance objectives? Are you still using spreadsheets? Does the current solution have the features you need? Is your total cost of ownership in line with well-performing similar sized companies in your industry? Can your organization support your existing Identity solution? Is your current product based solution well positioned to support your organization's tactical and strategic direction? Existing Oracle IDM Customers: Several existing Oracle clients are looking to move to R2 in 2013. If your organization is on Sun Identity Manager (SIM) or Oracle Identity Manager (OIM) and if your current assessment suggests that you need to upgrade, you should strongly consider OIM 11gR2. Oracle provides upgrade paths to Oracle Identity Manager 11gR2 from SIM 7.x / 8.x as well as Oracle Identity Manager 10g / 11gR1. The following are some of the considerations for migration: Check the end of product support (for Sun or legacy OIM) schedule There are several new features available in R2 (including common Helpdesk scenarios, profiling of disconnected applications, increased scalability, custom connectors, browser-based UI configurations, portability of configurations during future upgrades, etc) Cost of ownership (for SIM customers)\ Customizations that need to be maintained during the upgrade Time/Cost to migrate now vs. waiting for next version If you are already on an older version of Oracle Identity Manager and actively maintaining your support contract with Oracle, you might be eligible for a free upgrade to OIM 11gR2. Check with your Oracle sales rep for more details. Existing IDM infrastructure in place: In the past year and half, we have seen a surge in IDM upgrades from non-Oracle infrastructure to Oracle. If your organization is looking to improve the end-user experience related to identity management functions, the shopping cart style access request model and browser based personalization features may come in handy. Additionally, organizations that have a large number of applications that include ecommerce, LDAP stores, databases, UNIX systems, mainframes as well as a high frequency of user identity changes and access requests will value the high scalability of the OIM reconciliation and provisioning engine. Furthermore, we have seen our clients like OIM's out of the box (OOB) support for multiple authoritative sources. For organizations looking to integrate applications that do not have an exposed API, the Generic Technology Connector framework supported by OIM will be helpful in quickly generating custom connector using OOB wizard. Similarly, organizations in need of not only flexible on-boarding of disconnected applications but also strict access management to these applications using approval flows will find the flexible disconnected application profiling feature an extremely useful tool that provides a high degree of time savings. Organizations looking to develop custom connectors for home grown or industry specific applications will likewise find that the Identity Connector Framework support in OIM allows them to build and test a custom connector independently before integrating it with OIM. Lastly, most of our clients considering an upgrade to OIM 11gR2 have also expressed interest in the browser based configuration feature that allows an administrator to quickly customize the user interface without adding any custom code. Better yet, code customizations, if any, made to the product are portable across the future upgrades which, is viewed as a big time and money saver by most of our clients. Below are some upgrade methodologies we adopt based on client priorities and the scale of implementation. For illustration purposes, we have assumed that the client is currently on Oracle Waveset (formerly Sun Identity Manager).   Integrated Deployment: The integrated deployment is typically where a client wants to split the implementation to where their current IDM is continuing to handle the front end workflows and OIM takes over the back office operations incrementally. Once all the back office operations are moved completely to OIM, the front end workflows are migrated to OIM. Parallel Deployment: This deployment is typically done where there can be a distinct line drawn between which functionality the platforms are supporting. For example the current IDM implementation is handling the password reset functionality while OIM takes over the access provisioning and RBAC functions. Cutover Deployment: A cutover deployment is typically recommended where a client has smaller less complex implementations and it makes sense to leverage the migration tools to move them over immediately. What does this mean for YOU? There are many variables to consider when making upgrade decisions. For most customers, there is no ‘easy’ button. Organizations looking to upgrade or considering a new vendor should start by doing a mapping of their requirements with product features. The recommended approach is to take stock of both the short term and long term objectives, understand product features, future roadmap, maturity and level of commitment from the R&D and build the implementation plan accordingly. As we said, in the beginning, there is no one-size-fits-all with Identity Management. So, arm yourself with the knowledge, engage in industry discussions, bring in business stakeholders and start building your implementation roadmap. In the next post we will discuss the best practices on R2 implementations. We will be covering the Do's and Don't's and share our thoughts on making implementations successful. Meet the Writers: Dharma Padala is a Director in the Advisory Security practice within PwC.  He has been implementing medium to large scale Identity Management solutions across multiple industries including utility, health care, entertainment, retail and financial sectors.   Dharma has 14 years of experience in delivering IT solutions out of which he has been implementing Identity Management solutions for the past 8 years. Scott MacDonald is a Director in the Advisory Security practice within PwC.  He has consulted for several clients across multiple industries including financial services, health care, automotive and retail.   Scott has 10 years of experience in delivering Identity Management solutions. John Misczak is a member of the Advisory Security practice within PwC.  He has experience implementing multiple Identity and Access Management solutions, specializing in Oracle Identity Manager and Business Process Engineering Language (BPEL). Praveen Krishna is a Manager in the Advisory Security practice within PwC.  Over the last decade Praveen has helped clients plan, architect and implement Oracle identity solutions across diverse industries.  His experience includes delivering security across diverse topics like network, infrastructure, application and data where he brings a holistic point of view to problem solving. Jenny (Xiao) Zhang is a member of the Advisory Security practice within PwC.  She has consulted across multiple industries including financial services, entertainment and retail. Jenny has three years of experience in delivering IT solutions out of which she has been implementing Identity Management solutions for the past one and a half years.

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  • WebCenter Customer Spotlight: Ferrous Resources do Brasil S.A.

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryFerrous Resources do Brasil S.A. (Ferrous) is a startup company whose core business is the exploration, prospection, exploitation, and commercialization of iron ore. They wanted to create an effective, secure and scalable document management system to support the company’s new iron ore exploration operations in Brazil. Ferrous worked with the Oracle Partner 2D Tecnologia to implement a centralized document management system using  Oracle WebCenter Content. The single repository hold almost 220,000 files with an expected to growth to 8 million files in the next two years.  The solution has reduced  financial audit reporting from two weeks to only four days. Company OverviewFounded in 2007, Ferrous Resources do Brasil S.A. (Ferrous) is a startup company whose core business is the exploration, prospection, exploitation, and commercialization of iron ore. Ferrous intends to become one of the five largest iron ore mining companies in the world within the next few years.  Business ChallengesFerrous wanted to create an effective, secure and scalable document management system to support the company’s new iron ore exploration operations in Brazil. Solution DeployedFerrous worked with the Oracle Partner 2D Tecnologia to implement a centralized document management system using  Oracle WebCenter Content. They consolidated all company documents into a single repository to hold almost 220,000 files, including iron-ore project layout and pictures for a repository that is expected to grow to 8 million files in the next two years. Business Results Gained access to reports on individual files of pictures, project layouts, text files, spreadsheets, and slides–enabling the company to find out who opened and altered each  file and when, as well as to access previous versions Enabled investors and board of directors abroad to access all company documents via a Web portal, something that was previously achieved only through e-mails or CD file transfers Enabled the company to consolidate all files, which were mostly disseminated in pen drives and desktops, so that they are now available to more than 500 system users, including investors, lawyers, partners, and 320 in-company users Reduced time to search specific documents, saving several days in financial audit reporting, an activity that previously took two weeks and now requires only four days  “With Oracle WebCenter Content, we managed to organize, control, and protect the company’s files since the beginning of operations and, as a consequence, can offer rapid and transparent access to all company documents.” Frederico Samartini, Business Performance Manager, Ferrous Resources do Brasil S.A. Additional Information Ferrous Customer Snapshot Oracle WebCenter Content

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  • Advice on Project Management Software?

    - by Zenph
    I was wondering, does anybody work as part of a team, or as a project manager who highly recommends a certain project management solution (self-hosted or otherwise) ? Ideally I want something where I can manage the entire project, and also manage the financial side of things too. Should also add a few other things: notifications for team members for individual projects version control integration (like codebase) real time collaboration like chat

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  • Network Security Risk Assessment

    - by Chandra Vennapoosa
    Information that is gathered everyday regarding client and business transactions are either stored on servers or on user computers. These stored information are considered important and sensitive in the company's interest and hence they need to be protected from network attacks and other unknown circumstances. Network administrator manage and protect the network through a series of passwords and data encryption. Topics First Step for Risk Assessment Identifying Essential Data/System/Hardware Identifying External Blocks Measuring the Risk to Your Enterprise Calculating the Assets Value The Liquid Financial Assets Value Getting Everything Together

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