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• PASS Summit 2010 Recap

  - by AjarnMark

  Last week I attended my eighth PASS Summit in nine years, and every year it is a fantastic event!  I was fortunate my first year to have a contact (Bill Graziano (blog | Twitter) from SQLTeam) that I was expecting to meet, and who got me started on a good track of making new contacts.  Each year I have made a few more, and renewed friendships from years past.  Many of the attendees agree that the pure networking opportunities are one of the best benefits of attending the Summit.  And there’s a lot of great technical stuff, too, some of the things that stick out for me this year include… Pre-Con Monday: PowerShell with Allen White (blog | Twitter).  This was the first time that I attended a pre-con.  For those not familiar with the concept, the regular sessions for the conference are 75-90 minutes long.  For an extra fee, you can attend a full-day session on a single topic during a pre- or post-conference training day.  I had been meaning for several months to dive in and learn PowerShell, but just never seemed to find (or make) the time for it, so when I saw this was one of the all-day sessions, and I was planning to be there on Monday anyway, I decided to go for it.  And it was well worth it!  I definitely came out of there with a good foundation to build my own PowerShell scripts, plus several sample scripts that he showed which already cover the first four or five things I was planning to do with PowerShell anyway.  This looks like the right tool for me to build an automated version of our software deployment process, which right now contains many repeated steps.  Thanks Allen! Service Broker with Denny Cherry (blog | Twitter).  I remembered reading Denny’s blog post on Using Service Broker instead of Replication, and ever since then I have been thinking about using this to populate a new reporting-focused Data Repository that we will be building in the near future.  When I saw he was doing this session, I thought it would be great to get more information and be able to ask the author questions.  When I brought this idea back to my boss, he really liked it, as we had previously been discussing doing nightly data loads, with an option to manually trigger a mid-day load if up-to-the-minute data was needed for something.  If we go the Service Broker route, we can keep the Repository current in near real-time.  Hooray! DBA Mythbusters with Paul Randal (blog | Twitter).  Even though I read every one of the posts in Paul’s blog series of the same name, I had to go see the legend in person.  It was great, and I still learned something new! How to Conduct Effective Meetings with Joe Webb (blog | Twitter).  I always like to sit in on a session that Joe does.  I met Joe several years ago when both he and Bill Graziano were on the PASS Board of Directors together, and we have kept in touch.  Joe is very well-spoken and has great experience with both SQL Server and business.  And we could certainly use some pointers at my work (probably yours, too) on making our meetings more effective and to run on-time.  Of course, now that I’m the Chapter Leader for the Professional Development virtual chapter, I also had to sit in on this ProfDev session and recruit Joe to do a presentation or two for the chapter next year. Query Optimization with David DeWitt.  Anyone who has seen Dr. David DeWitt present the 3rd keynote at a PASS Summit over the last three years knows what a great time it is to sit and listen to him make some really complicated and advanced topic easy to understand (although it still makes your head hurt).  It still amazes me that the simple two-table join query from pubs that he used in his example can possibly have 22 million possible physical query plans.  Ouch! Exhibit Hall:  This year I spent more serious time in the exhibit hall than any year past.  I have talked my boss into making a significant (for us) investment in monitoring tools next year, and this was a great opportunity to talk with all the big-hitters.  Readers of mine may recall that I fell in love with the SQL Sentry Power Suite several months ago and wrote a blog entry about it just from the trial version.  Well as things turned out, short-term budget priorities shifted, and we weren’t able to make the purchase then.  I have it in the budget for next year, but since I was going to the Summit, my boss wanted me to look at the other options to see if this was really the one that we wanted.  I spent a couple of hours talking with representatives from Red-Gate, Idera, Confio, and Quest about their offerings, and giving them each the same 3 scenarios that I wanted to be able to accomplish based on the questions and issues that arise in our company.  It was interesting to discover the different approaches or “world view” that each vendor takes to the subject of performance monitoring and troubleshooting.  I may write a separate article that goes into this in more depth, but the product that best aligned with our point of view, and met the current needs we have is still the SQL Sentry Power Suite.  I’m not saying that the others are bad or wrong or anything like that, just that the way they tackled the issue did not align as well with our particular needs as does SQL Sentry’s product.  And that was something I learned too, when you go shopping for these products, you really need to know what you want to get from them.  It’s best if you have a few example scenarios from work that you can use to test out how well each tool fits your particular needs. Overall, another GREAT event.  I can’t wait to get the DVDs so I can sit in on a bunch of other sessions that I couldn’t get to because I was in one of the ones above.  And I can hardly wait until next year!

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• SQL SERVER – Auditing and Profiling Database Made Easy with SQL Audit and Comply

  - by Pinal Dave

  Do you like auditing your database, or can you think of about a million other things you’d rather do?  Unfortunately, auditing is incredibly important.  As with tax audits, it is important to audit databases to ensure they are following all the rules, but they are also important for troubleshooting and security. There are several ways to audit SQL Server.  There is manual auditing, which is going through your database “by hand,” and obviously takes a long time and is quite inefficient.  SQL Server also provides programs to help you audit your systems.  Different administrators will have different opinions about best practices and which tools to use, and each one will be perfected for certain systems and certain users. Today, though, I would like to talk about Apex SQL Audit.  It is an auditing tool that acts like “track changes” in a word processing document.  It will log what has changed on the database, who made the changes, and what effects these changes have had (i.e. what objects were affected down the line).  All this information is logged, and can be easily viewed or printed for easy access. One of the best features of Apex is that it is so customizable (and easy to use!).  First, start Apex.  Then you can connect to the database you would like to monitor. Once you select your database, you can select which table you want to audit. You can customize right down to the field you’d like to audit, and then select which types of actions you’d like tracked – insert, delete, or update.  Repeat these steps for every database you want monitored. To create the logs, choose “Create triggers” in the menu.  The script written here will be what logs each insert, delete, and update function.  Press F5 to execute.  All this tracking information will be stored in AUDIT_LOG_DATA and AUDIT_LOG_TRANSACTIONS tables.  View these tables using ApexSQL Audit reports. These transaction logs can be extremely detailed – especially on very busy servers, where every move it traced.  Reading them can be overwhelming, to say the least.  Apex has tried to make things easier for the average DBA, though. You can read these tracking logs in Apex, and it will display data and objects that affect your server – even things that were happening on your server before you installed Apex! To read these logs, open Apex, and connect to that database you want to audit. Go to the Transaction Logs tab, and add the logs you want to read. To narrow down what results you want to see, you can use the Filter tab to choose time, operation type, name, users, and more. Click Open, and you can see the results in a grid (as shown below).  You can export these results to CSV, HTML, XML or SQL files and save on the hard disk. One of the advantages is that since there are no triggers here, there are no other processes that will affect SQL Server performance.  Using this method is also how to view history from your database that occurred before Apex was installed.  This type of tracking does require storage space for the data sources, as the database must be fully running, and the transaction logs must exist (things not stored in the transactions logs will not be recoverable). Apex can also replace SQL Server Profiler and SQL Server Traces – which are much more complex and error-prone – with its ApexSQL Comply.  It can do fault tolerant auditing, centralized reporting, and “who saw what” information in an easy-to-use interface.  The tracking settings can be altered by the user, or the default options will provide solutions to the most common auditing problems. To get started: open ApexSQL Comply, and selected Database Filter Settings to choose which database you’d like to audit.  You can select which tracking you’re like in Operation Types – DML, DDL, queries executed, execute statements, and more.  To get started, click Start Auditing. After this, every action will be stored in the central repository database (ApexSQLCrd).  You can view the audit and create a report (or view the standard default report) using a wizard. You can see how easy it is to use ApexSQL Comply.  You can easily set audits, including the type and time, and create customized reports.  Remote users can easily access the reports through the user interface (available online, as well), and security concerns are all taken care of by the program.  Reference: Pinal Dave (http://blog.sqlauthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, SQL Utility, T SQL, Technology

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• Data Mining Resources

  - by Dejan Sarka

  There are many different types of analyses, each one with its own pros and cons. Relational reports have a predefined structure, and end users cannot change it. They are simple to use for end users. Reports can use real-time data and snapshots of data to show the state of a report at specific points in time. One of the drawbacks is that report authoring is limited to IT pros and advanced users. Any kind of dynamic restructuring is very limited. If real-time data is used for a report, the report has a negative impact on the performance of the source system. Processing of the reports might be slow because the data comes from relational database management systems, which are not optimized for reporting only. If you create a semantic model of your data, your end users can create ad-hoc report structures. However, the development is more complex because a developer is needed to create these semantic models. For OLAP, you typically use specialized database management systems. You get lightning speed of analyses. End users can use rich and thin clients to interactively change the structure of the report. Typically, they do it graphically. However, the development of an OLAP system is many times quite complex. It involves the preparation and maintenance of an enterprise data warehouse and OLAP cubes. In order to exploit the possibility of real-time restructuring of reports, the users must be both active and educated. The data is usually stale, as it is loaded into data warehouses and OLAP cubes with a scheduled process. With data mining, a structure is not selected in advance; it searches for the structure. As a result, data mining can give you the most valuable results because you can discover patterns you did not expect. A data mining model structure is limited only by the attributes that you use to train the model. One of the drawbacks is that a lot of knowledge is needed for a successful data mining project. End users have to understand the results. Subject matter experts and IT professionals need to understand business problem thoroughly. The development might be sometimes even more complex than the development of OLAP cubes. Each type of analysis has its own place in an enterprise system. SQL Server has tools for all kinds of analyses. However, data mining is the most advanced way of analyzing the data; this is the “I” in BI. In order to get the most out of it, you need to learn quite a lot. In this blog post, I am gathering together resources for learning, including forthcoming events. Books Multiple authors: SQL Server MVP Deep Dives – I wrote an introductory data mining chapter there. Erik Veerman, Teo Lachev and Dejan Sarka: MCTS Self-Paced Training Kit (Exam 70-448): Microsoft SQL Server 2008 - Business Intelligence Development and Maintenance – you can find a good overview of a complete BI solution, including data mining, in this book. Jamie MacLennan, ZhaoHui Tang, and Bogdan Crivat: Data Mining with Microsoft SQL Server 2008 – can’t miss this book if you want to mine your data with SQL Server tools. Michael Berry, Gordon Linoff: Mastering Data Mining: The Art and Science of Customer Relationship Management – data mining from both, business and technical perspective. Dorian Pyle: Data Preparation for Data Mining – an in-depth book about data preparation. Thomas and Ronald Wonnacott: Introductory Statistics – if you thought that you could get away without statistics, then you are not serious about data mining. Jiawei Han and Micheline Kamber: Data Mining Concepts and Techniques – in-depth explanation of the most popular data mining algorithms. Michael Berry and Gordon Linoff: Data Mining Techniques – another book that explains data mining algorithms, more fro a business perspective. Paolo Guidici: Applied Data Mining – very mathematical book, only if you enjoy statistics and mathematics in general. Forthcoming presentations I am presenting two data mining related sessions during the PASS Summit in Charlotte, NC: Wednesday, October 16th, 2013 - Fraud Detection: Notes from the Field – I am showing how to use data mining for a specific business problem. The presentation is based on real-life projects. Friday, October 18th: Excel 2013 Advanced Analytics – I am focusing on Excel Data Mining Add-ins, and how to use them together with Power Pivot and other add-ins. This is the most you can get out of Excel. Sinergija 2013, Belgrade, Serbia Tuesday, October 22nd: Excel 2013 Analytics to the Max – another presentation focusing on the most advanced analytics you can get in Excel. SQL Rally Amsterdam, Netherlands Thursday, November 7th: Advanced Analytics in Excel 2013 – and again I am presenting about data mining in Excel. Why three different titles for the same presentation? I don’t know, I guess I forgot the name I proposed every time right after I sent the proposal. Courses Data Mining with SQL Server 2012 – I wrote a 3-day course for SolidQ. If you are interested in this course, which I could also deliver in a shorter seminar way, you can contact your closes SolidQ subsidiary, or, of course, me directly on addresses [email protected] or [email protected]. This course could also complement the existing courseware portfolio of training providers, which are welcome to contact me as well. OK, now you know: no more excuses, start learning data mining, get the most out of your data

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• concurrency::accelerator

  - by Daniel Moth

  Overview An accelerator represents a "target" on which C++ AMP code can execute and where data can reside. Typically (but not necessarily) an accelerator is a GPU device. Accelerators are represented in C++ AMP as objects of the accelerator class. For many scenarios, you do not need to obtain an accelerator object, since the runtime has a notion of a default accelerator, which is what it thinks is the best one in the system. Examples where you need to deal with accelerator objects are if you need to pick your own accelerator (based on your specific criteria), or if you need to use more than one accelerators from your app. Construction and operator usage You can query and obtain a std::vector of all the accelerators on your system, which the runtime discovers on startup. Beyond enumerating accelerators, you can also create one directly by passing to the constructor a system-wide unique path to a device if you know it (i.e. the “Device Instance Path” property for the device in Device Manager), e.g. accelerator acc(L"PCI\\VEN_1002&DEV_6898&SUBSYS_0B001002etc"); There are some predefined strings (for predefined accelerators) that you can pass to the accelerator constructor (and there are corresponding constants for those on the accelerator class itself, so you don’t have to hardcode them every time). Examples are the following: accelerator::default_accelerator represents the default accelerator that the C++ AMP runtime picks for you if you don’t pick one (the heuristics of how it picks one will be covered in a future post). Example: accelerator acc; accelerator::direct3d_ref represents the reference rasterizer emulator that simulates a direct3d device on the CPU (in a very slow manner). This emulator is available on systems with Visual Studio installed and is useful for debugging. More on debugging in general in future posts. Example: accelerator acc(accelerator::direct3d_ref); accelerator::direct3d_warp represents a target that I will cover in future blog posts. Example: accelerator acc(accelerator::direct3d_warp); accelerator::cpu_accelerator represents the CPU. In this first release the only use of this accelerator is for using the staging arrays technique that I'll cover separately. Example: accelerator acc(accelerator::cpu_accelerator); You can also create an accelerator by shallow copying another accelerator instance (via the corresponding constructor) or simply assigning it to another accelerator instance (via the operator overloading of =). Speaking of operator overloading, you can also compare (for equality and inequality) two accelerator objects between them to determine if they refer to the same underlying device. Querying accelerator characteristics Given an accelerator object, you can access its description, version, device path, size of dedicated memory in KB, whether it is some kind of emulator, whether it has a display attached, whether it supports double precision, and whether it was created with the debugging layer enabled for extensive error reporting. Below is example code that accesses some of the properties; in your real code you'd probably be checking one or more of them in order to pick an accelerator (or check that the default one is good enough for your specific workload): void inspect_accelerator(concurrency::accelerator acc) { std::wcout << "New accelerator: " << acc.description << std::endl; std::wcout << "is_debug = " << acc.is_debug << std::endl; std::wcout << "is_emulated = " << acc.is_emulated << std::endl; std::wcout << "dedicated_memory = " << acc.dedicated_memory << std::endl; std::wcout << "device_path = " << acc.device_path << std::endl; std::wcout << "has_display = " << acc.has_display << std::endl; std::wcout << "version = " << (acc.version >> 16) << '.' << (acc.version & 0xFFFF) << std::endl; } accelerator_view In my next blog post I'll cover a related class: accelerator_view. Suffice to say here that each accelerator may have from 1..n related accelerator_view objects. You can get the accelerator_view from an accelerator via the default_view property, or create new ones by invoking the create_view method that creates an accelerator_view object for you (by also accepting a queuing_mode enum value of deferred or immediate that we'll also explore in the next blog post). Comments about this post by Daniel Moth welcome at the original blog.

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• Cloud Computing Architecture Patterns: Don’t Focus on the Client

  - by BuckWoody

  Normally I try to put topics in the positive in other words "Do this" not "Don't do that". Sometimes its clearer to focus on what *not* to do. Popular development processes often start with screen mockups, or user input descriptions. In a scale-out pattern like Cloud Computing on Windows Azure, that's the wrong place to start. Start with the Data    Instead, I recommend that you start with the data that a process requires. That data might be temporary or persisted, but starting with the data and its requirements helps to define not only the storage engine you need but also drives everything from security to the integrity of the application. For instance, assume the requirements show that the user must enter their phone number, and that this datum is used in a contact management system further down the application chain. For that datum, you can determine what data type you need (U.S. only or International?) the security requirements, whether it needs ACID compliance, how it will be searched, indexed and so on. From one small data point you can extrapolate out your options for storing and processing the data. Here's the interesting part, which begins to break the patterns that we've used for decades: all of the data doesn't have the same requirements. The phone number might be best suited for a list, or an element, or a string, with either BASE or ACID requirements, based on how it is used. That means we don't have to dump everything into XML, an RDBMS, a NoSQL engine, or a flat file exclusively. In fact, one record might use all of those depending on the use-case requirements. Next Is Data Management  With the data defined, we can move on to how to store the data. Again, the requirements now dictate whether we need a full relational calculus or set-based operations, or we can choose another method based on the requirements for the data. And breaking another pattern its OK to store in more than once, in more than one location. We do this all the time for reporting systems and Business Intelligence systems, so this is a pattern we need to think about even for OLTP data. Move to Data Transport How does the data get around? We can use a connection-based method, sending the data along a transport to the storage engine, but in some cases we may want to use a cache, a queue, the Service Bus, or Complex Event Processing. Finally, Data Processing Most RDBMS engines, NoSQL, and certainly Big Data engines not only store data, but can process and manipulate it as well. Its doubtful that you'll calculate that phone number right? Well, if you're the phone company, you most certainly will. And so we see that even once we've chosen the data type, storage and engine, the same element can have different computing requirements based on how it is used. Sure, We Need A Front-End At Some Point Not all data is entered by human hands in fact most data isn't. We don't really need a Graphical User Interface (GUI) we need some way for a GUI to get data into and out of the systems listed earlier.   But when we do need to allow users to enter or examine data, that should be left to the GUI that best fits the device the user has. Ever tried to use an application designed for a web browser on a phone? Or one designed for a tablet on a phone? Its usually quite painful. The siren song of "We'll just write one interface for all devices" is strong, and has beguiled many an unsuspecting architect. But they just don't work out.   Instead, focus on the data, its transport and processing. Create API calls or a message system that allows for resilient transport to the device or interface, and let it do what it does best. References Microsoft Architecture Journal:   http://msdn.microsoft.com/en-us/architecture/bb410935.aspx Patterns and Practices:   http://msdn.microsoft.com/en-us/library/ff921345.aspx Windows Azure iOS, Android, Windows 8 Mobile Devices SDK: http://www.windowsazure.com/en-us/develop/mobile/tutorials/get-started-ios/ Windows Azure Facebook SDK: http://ntotten.com/2013/03/14/using-windows-azure-mobile-services-with-the-facebook-sdk-for-windows-phone/

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• Tuning Red Gate: #4 of Some

  - by Grant Fritchey

  First time connecting to these servers directly (keys to the kingdom, bwa-ha-ha-ha. oh, excuse me), so I'm going to take a look at the server properties, just to see if there are any issues there. Max memory is set, cool, first possible silly mistake clear. In fact, these look to be nicely set up. Oh, I'd like to see the ANSI Standards set by default, but it's not a big deal. The default location for database data is the F:\ drive, where I saw all the activity last time. Cool, the people maintaining the servers in our company listen, parallelism threshold is set to 35 and optimize for ad hoc is enabled. No shocks, no surprises. The basic setup is appropriate. On to the problem database. Nothing wrong in the properties. The database is in SIMPLE recovery, but I think it's a reporting system, so no worries there. Again, I'd prefer to see the ANSI settings for connections, but that's the worst thing I can see. Time to look at the queries, tables, indexes and statistics because all the information I've collected over the last several days suggests that we're not looking at a systemic problem (except possibly not enough memory), but at the traditional tuning issues. I just want to note that, I started looking at the system, not the queries. So should you when tuning your environment. I know, from the data collected through SQL Monitor, what my top poor performing queries are, and the most frequently called, etc. I'm starting with the most frequently called. I'm going to get the execution plan for this thing out of the cache (although, with the cache dumping constantly, I might not get it). And it's not there. Called 1.3 million times over the last 3 days, but it's not in cache. Wow. OK. I'll see what's in cache for this database: SELECT  deqs.creation_time,         deqs.execution_count,         deqs.max_logical_reads,         deqs.max_elapsed_time,         deqs.total_logical_reads,         deqs.total_elapsed_time,         deqp.query_plan,         SUBSTRING(dest.text, (deqs.statement_start_offset / 2) + 1,                   (deqs.statement_end_offset - deqs.statement_start_offset) / 2                   + 1) AS QueryStatement FROM    sys.dm_exec_query_stats AS deqs         CROSS APPLY sys.dm_exec_sql_text(deqs.sql_handle) AS dest         CROSS APPLY sys.dm_exec_query_plan(deqs.plan_handle) AS deqp WHERE   dest.dbid = DB_ID('Warehouse') AND deqs.statement_end_offset > 0 AND deqs.statement_start_offset > 0 ORDER BY deqs.max_logical_reads DESC ; And looking at the most expensive operation, we have our first bad boy: Multiple table scans against very large sets of data and a sort operation. a sort operation? It's an insert. Oh, I see, the table is a heap, so it's doing an insert, then sorting the data and then inserting into the primary key. First question, why isn't this a clustered index? Let's look at some more of the queries. The next one is deceiving. Here's the query plan: You're thinking to yourself, what's the big deal? Well, what if I told you that this thing had 8036318 reads? I know, you're looking at skinny little pipes. Know why? Table variable. Estimated number of rows = 1. Actual number of rows. well, I'm betting several more than one considering it's read 8 MILLION pages off the disk in a single execution. We have a serious and real tuning candidate. Oh, and I missed this, it's loading the table variable from a user defined function. Let me check, let me check. YES! A multi-statement table valued user defined function. And another tuning opportunity. This one's a beauty, seriously. Did I also mention that they're doing a hash against all the columns in the physical table. I'm sure that won't lead to scans of a 500,000 row table, no, not at all. OK. I lied. Of course it is. At least it's on the top part of the Loop which means the scan is only executed once. I just did a cursory check on the next several poor performers. all calling the UDF. I think I found a big tuning opportunity. At this point, I'm typing up internal emails for the company. Someone just had their baby called ugly. In addition to a series of suggested changes that we need to implement, I'm also apologizing for being such an unkind monster as to question whether that third eye & those flippers belong on such an otherwise lovely child.

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• BizTalk 2009 - Installing BizTalk Server 2009 on XP for Development

  - by StuartBrierley

  At my previous employer, when developing for BizTalk Server 2004 using Visual Studio 2003, we made use of separate development and deployment environments; developing in Visual Studio on our client PCs and then deploying to a seperate shared BizTalk 2004 Server from there.  This server was part of a multi-server Standard BizTalk environment comprising of separate BizTalk Server 2004 and SQL Server 2000 servers.  This environment was implemented a number of years ago by an outside consulting company, and while it worked it did occasionally cause contention issues with three developers deploying to the same server to carry out unit testing! Now that I am making the design and implementation decisions about the environment that BizTalk will be developed in and deployed to, I have chosen to create a single "server" installation on my development PC, installling SQL Server 2008, Visual Studio 2008 and BizTalk Server 2009 on a single system.  The client PC in use is actually a MacBook Pro running Windows XP; not the most powerful of systems for high volume processing but it should be powerful enough to allow development and initial unit testing to take place. I did not need to, and so chose not to, install all of the components detailed in the Microsoft guide for installing BizTalk 2009 on Windows XP but I did follow the basics of the procedures detailed within.  Outlined below are the highlights of this process and any details of what choices I made.   Install IIS I had previsouly installed Windows XP, including all current service packs and critical updates.  At the time of installation this included Service Pack 3, the .Net Framework 3.5 and MS Windows Installer 3.1.  Having a running XP system, my first step was to install IIS - this is quite straightforward and posed no difficulties. Install Visual Studio 2008 The next step for me was to install Visual Studio 2008.  Making sure to select a custom installation is crucial at this point, as you need to make sure that you deselect SQL Server 2005 Express Edition as it can cause the BizTalk installation to fail.  The installation guide suggests that you only select Visual C# when selecting features to install, but  I decided that due to some legacy systems I have code for that I would also select the VB and ASP options. Visual Studio 2008 Service Pack 1 Following the completion of the installation of Visual Studio itself you should then install the Visual Studio 2008 Service Pack 1. SQL Server 2008 Standard Edition The next step before intalling BizTalk Server 2009 itself is to install SQL Server 2008 Standard Edition. On the feature selection screen make sure that you select the follwoing options: Database Engine Services SQL Server Replication Full-Text Search Analysis Services Reporting Services Business Intelligence Development Studio Client Tools Connectivity Integration Services Management Tools Basic and Complete Use the default instance and the same accounts for all SQL server instances - in my case I used the Network Service and Local Service accounts for the two sets of accounts. On the database engine configuration screen I selected windows authentication and added the current user, adding the same user again on the Analysis services Configuration screen.  All other screens were left on the default settings. The SQL Server 2008 installation also included the installation of hotfix for XP KB942288-v3, the Windows Installer 4.5 Redistributable. System Configuration At this stage I took a moment to disable the SQL Server shared memory protocol and enable the Named Pipes and TCP/IP protocols.  These can be found in the SQL Server Configuration Manager > SQL Server Network Configuration > Protocols for MSSQLServer.  I also made sure that the DTC settings were configured correctley.   BizTalk Server 2009 The penultimate step is to install BizTalk Server 2009 Standard Edition. I had previsouly downloaded the redistributable prerequisites as a CAB file so was able to make use of this when carrying out the installation. When selecting which components to install I selected: Server Runtime BizTalk EDI/AS2 Runtime WCF Adapter Runtime Portal Components Administrative Tools WFC Administartion Tools Developer Tools and SDK, Enterprise SSO Administration Module Enterprise SSO Master Secret Server Business Rules Components BAM Alert Provider BAM Client BAM Eventing Once installation has completed clear the launch BizTalk Server Configuration check box and select finish. Verify the Installation Before configuring BizTalk Server it is a good idea to check that BizTalk Server 2009 is installed and that SQL Server 2008 has started correctly.  The easiest way to verify the BizTalk installation is check the Programs and Features in Control panel.  Check that SQL is started by looking in the SQL Server Configuration Manager. Configure BizTalk Server 2009 Finally we are ready to configure BizTalk Server 2009.  To start this I opted for a custom configuration that allowed me to choose in more detail the settings to be used. For all databases I selected the local server and default database names. For all Accounts I used a local account that had been created specifically for the BizTalk Services. For all windows groups I allowed the configuration wizard to create the default local groups. The configuration wizard then ran:   Upon completion you will be presented with a screen detailing the success or failure of the configuration.  If your configuration failed you will need to sort out the issues and try again (it is possible to save the configuration settings for later use if you want too - except passwords of course!).  If you see lots of nice green ticks - congratulations BizTalk Server 2009 on XP is now installed and configured ready for development.

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• Searching for the Perfect Developer&rsquo;s Laptop.

  - by mbcrump

  I have been in the market for a new computer for several months. I set out with a budget of around $1200. I knew up front that the machine would be used for developing applications and maybe some light gaming. I kept switching between buying a laptop or a desktop but the laptop won because: With a Laptop, I can carry it everywhere and with a desktop I can’t. I searched for about 2 weeks and narrowed it down to a list of must-have’s : i7 Processor (I wasn’t going to settle for an i5 or AMD. I wanted a true Quad-core machine, not 2 dual-core fused together). 15.6” monitor SSD 128GB or Larger. – It’s almost 2011 and I don’t want an old standard HDD in this machine. 8GB of DDR3 Ram. – The more the better, right? 1GB Video Card (Prefer NVidia) – I might want to play games with this. HDMI Port – Almost a standard on new Machines. This would be used when I am on the road and want to stream Netflix to the HDTV in the Hotel room. Webcam Built-in – This would be to video chat with the wife and kids if I am on the road. 6-Cell Battery. – I’ve read that an i7 in a laptop really kills the battery. A 6-cell or 9-cell is even better. That is a pretty long list for a budget of around $1200. I searched around the internet and could not buy this machine prebuilt for under $1200. That was even with coupons and my company’s 10% Dell discount. The only way that I would get a machine like this was to buy a prebuilt and replace parts. I chose the  Lenovo Y560 on Newegg to start as my base. Below is a top-down picture of it.   Part 1: The Hardware The Specs for this machine: Color :  GrayOperating System : Windows 7 Home Premium 64-bitCPU Type : Intel Core i7-740QM(1.73GHz)Screen : 15.6" WXGAMemory Size : 4GB DDR3Hard Disk : 500GBOptical Drive : DVD±R/RWGraphics Card : ATI Mobility Radeon HD 5730Video Memory : 1GBCommunication : Gigabit LAN and WLANCard slot : 1 x Express Card/34Battery Life : Up to 3.5 hoursDimensions : 15.20" x 10.00" x 0.80" - 1.30"Weight : 5.95 lbs. This computer met most of the requirements above except that it didn’t come with an SSD or have 8GB of DDR3 Memory. So, I needed to start shopping except this time for an SSD. I asked around on twitter and other hardware forums and everyone pointed me to the Crucial C300 SSD. After checking prices of the drive, it was going to cost an extra $275 bucks and I was going from a spacious 500GB drive to 128GB. After watching some of the SSD videos on YouTube I started feeling better. Below is a pic of the Crucial C300 SSD. The second thing that I needed to upgrade was the RAM. It came with 4GB of DDR3 RAM, but it was slow. I decided to buy the Crucial 8GB (4GB x 2) Kit from Newegg. This RAM cost an extra $120 and had a CAS Latency of 7. In the end this machine delivered everything that I wanted and it cost around $1300. You are probably saying, well your budget was $1200. I have spare parts that I’m planning on selling on eBay or Anandtech.  =) If you are interested then shoot me an email and I will give you a great deal mbcrump[at]gmail[dot]com. 500GB Laptop 7200RPM HDD 4GB of DDR3 RAM (2GB x 2) faceVision HD 720p Camera – Unopened In the end my Windows Experience Rating of the SSD was 7.7 and the CPU 7.1. The max that you can get is a 7.9. Part 2: The Software I’m very lucky that I get a lot of software for free. When choosing a laptop, the OS really doesn’t matter because I would never keep the bloatware pre-installed or Windows 7 Home Premium on my main development machine. Matter of fact, as soon as I got the laptop, I immediately took out the old HDD without booting into it. After I got the SSD into the machine, I installed Windows 7 Ultimate 64-Bit. The BIOS was out of date, so I updated that to the latest version and started downloading drivers off of Lenovo’s site. I had to download the Wireless Networking Drivers to a USB-Key before I could get my machine on my wireless network. I also discovered that if the date on your computer is off then you cannot join the Windows 7 Homegroup until you fix it. I’m aware that most people like peeking into what programs other software developers use and I went ahead and listed my “essentials” of a fresh build. I am a big Silverlight guy, so naturally some of the software listed below is specific to Silverlight. You should also check out my master list of Tools and Utilities for the .NET Developer. See a killer app that I’m missing? Feel free to leave it in the comments below. My Software Essential List. CPU-Z Dropbox Everything Search Tool Expression Encoder Update Expression Studio 4 Ultimate Foxit Reader Google Chrome Infragistics NetAdvantage Ultimate Edition Keepass Microsoft Office Professional Plus 2010 Microsoft Security Essentials 2  Mindscape Silverlight Elements Notepad 2 (with shell extension) Precode Code Snippet Manager RealVNC Reflector ReSharper v5.1.1753.4 Silverlight 4 Toolkit Silverlight Spy Snagit 10 SyncFusion Reporting Controls for Silverlight Telerik Silverlight RadControls TweetDeck Virtual Clone Drive Visual Studio 2010 Feature Pack 2 Visual Studio 2010 Ultimate VS KB2403277 Update to get Feature Pack 2 to work. Windows 7 Ultimate 64-Bit Windows Live Essentials 2011 Windows Live Writer Backup. Windows Phone Development Tools That is pretty much it, I have a new laptop and am happy with the purchase. If you have any questions then feel free to leave a comment below.  Subscribe to my feed

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• My Right-to-Left Foot (T-SQL Tuesday #13)

  - by smisner

  As a business intelligence consultant, I often encounter the situation described in this month's T-SQL Tuesday, hosted by Steve Jones ( Blog | Twitter) – “What the Business Says Is Not What the  Business Wants.” Steve posed the question, “What issues have you had in interacting with the business to get your job done?” My profession requires me to have one foot firmly planted in the technology world and the other foot planted in the business world. I learned long ago that the business never says exactly what the business wants because the business doesn't have the words to describe what the business wants accurately enough for IT. Not only do technological-savvy barriers exist, but there are also linguistic barriers between the two worlds. So how do I cope? The adage "a picture is worth a thousand words" is particularly helpful when I'm called in to help design a new business intelligence solution. Many of my students in BI classes have heard me explain ("rant") about left-to-right versus right-to-left design. To understand what I mean about these two design options, let's start with a picture: When we design a business intelligence solution that includes some sort of traditional data warehouse or data mart design, we typically place the data sources on the left, the new solution in the middle, and the users on the right. When I've been called in to help course-correct a failing BI project, I often find that IT has taken a left-to-right approach. They look at the data sources, decide how to model the BI solution as a _______ (fill in the blank with data warehouse, data mart, cube, etc.), and then build the new data structures and supporting infrastructure. (Sometimes, they actually do this without ever having talked to the business first.) Then, when they show what they've built to the business, the business says that is not what we want. Uh-oh. I prefer to take a right-to-left approach. Preferably at the beginning of a project. But even if the project starts left-to-right, I'll do my best to swing it around so that we’re back to a right-to-left approach. (When circumstances are beyond my control, I carry on, but it’s a painful project for everyone – not because of me, but because the approach just doesn’t get to what the business wants in the most effective way.) By using a right to left approach, I try to understand what it is the business is trying to accomplish. I do this by having them explain reports to me, and explaining the decision-making process that relates to these reports. Sometimes I have them explain to me their business processes, or better yet show me their business processes in action because I need pictures, too. I (unofficially) call this part of the project "getting inside the business's head." This is starting at the right side of the diagram above. My next step is to start moving leftward. I do this by preparing some type of prototype. Depending on the nature of the project, this might mean that I simply mock up some data in a relational database and build a prototype report in Reporting Services. If I'm lucky, I might be able to use real data in a relational database. I'll either use a subset of the data in the prototype report by creating a prototype database to hold the sample data, or select data directly from the source. It all depends on how much data there is, how complex the queries are, and how fast I need to get the prototype completed. If the solution will include Analysis Services, then I'll build a prototype cube. Analysis Services makes it incredibly easy to prototype. You can sit down with the business, show them the prototype, and have a meaningful conversation about what the BI solution should look like. I know I've done a good job on the prototype when I get knocked out of my chair so that the business user can explore the solution further independently. (That's really happened to me!) We can talk about dimensions, hierarchies, levels, members, measures, and so on with something tangible to look at and without using those terms. It's not helpful to use sample data like Adventure Works or to use BI terms that they don't really understand. But when I show them their data using the BI technology and talk to them in their language, then they truly have a picture worth a thousand words. From that, we can fine tune the prototype to move it closer to what they want. They have a better idea of what they're getting, and I have a better idea of what to build. So right to left design is not truly moving from the right to the left. But it starts from the right and moves towards the middle, and once I know what the middle needs to look like, I can then build from the left to meet in the middle. And that’s how I get past what the business says to what the business wants.

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• SQLCMD Mode: give it one more chance

  - by Maria Zakourdaev

    - Click on me. Choose me. - asked one forgotten feature when some bored DBA was purposelessly wondering through the Management Studio menu at the end of her long and busy working day. - Why would I use you? I have heard of no one who does. What are you for? - perplexedly wondered aged and wise DBA. At least that DBA thought she was aged and wise though each day tried to prove to her that she wasn't. - I know you. You are quite lazy. Why would you do additional clicks to move from window to window? From Tool to tool ? This is irritating, isn't it? I can run windows system commands, sql statements and much more from the same script, from the same query window! - I have all my tools that I‘m used to, I have Management Studio, Cmd, Powershell. They can do anything for me. I don’t need additional tools. - I promise you, you will like me. – the thing continued to whine . - All right, show me. – she gave up. It’s always this way, she thought sadly, - easier to agree than to explain why you don’t want. - Enable me and then think about anything that you always couldn’t do through the management studio and had to use other tools. - Ok. Google for me the list of greatest features of SQL SERVER 2012. - Well... I’m not sure... Think about something else. - Ok, here is something easy for you. I want to check if file folder exists or if file is there. Though, I can easily do this using xp_cmdshell … - This is easy for me. – rejoiced the feature. By the way, having the items of the menu talking to you usually means you should stop working and go home. Or drink coffee. Or both. Well, aged and wise dba wasn’t thinking about the weirdness of the situation at that moment. - After enabling me, – said unfairly forgotten feature (it was thinking of itself in such manner) – after enabling me you can use all command line commands in the same management studio query window by adding two exclamation marks !! at the beginning of the script line to denote that you want to use cmd command: -Just keep in mind that when using this feature, you are actually running the commands ON YOUR computer and not on SQL server that query window is connected to. This is main difference from using xp_cmdshell which is executing commands on sql server itself. Bottomline, use UNC path instead of local path. - Look, there are much more than that. - The SQLCMD feature was getting exited.- You can get IP of your servers, create, rename and drop folders. You can see the contents of any file anywhere and even start different tools from the same query window: Not so aged and wise DBA was getting interested: - I also want to run different scripts on different servers without changing connection of the query window. - Sure, sure! Another great feature that CMDmode is providing us with and giving more power to querying. Use “:” to use additional features, like :connect that allows you to change connection: - Now imagine, you have one script where you have all your changes, like creating staging table on the DWH staging server, adding fact table to DWH itself and updating stored procedures in the server where reporting database is located. - Now, give me more challenges! - Script out a list of stored procedures into the text files. - You can do it easily by using command :out which will write the query results into the specified text file. The output can be the code of the stored procedure or any data. Actually this is the same as changing the query output into the file instead of the grid. - Now, take all of the scripts and run all of them, one by one, on the different server.  - Easily - Come on... I’m sure that you can not... -Why not? Naturally, I can do it using :r commant which is opening a script and executing it. Look, I can also use :setvar command to define an environment variable in SQLCMD mode. Just note that you have to leave the empty string between :r commands, otherwise it’s not working although I have no idea why. - Wow.- She was really impressed. - Ok, I’ll go to try all those… -Wait, wait! I know how to google the SQL SERVER features for you! This example will open chrome explorer with search results for the “SQL server 2012 top features” ( change the path to suit your PC): “Well, this can be probably useful stuff, maybe this feature is really unfairly forgotten”, thought the DBA while going through the dark empty parking lot to her lonely car. “As someone really wise once said: “It is what we think we know that keeps us from learning. Learn, unlearn and relearn”.

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• What Counts For a DBA: Simplicity

  - by Louis Davidson

  Too many computer processes do an apparently simple task in a bizarrely complex way. They remind me of this strip by one of my favorite artists: Rube Goldberg. In order to keep the boss from knowing one was late, a process is devised whereby the cuckoo clock kisses a live cuckoo bird, who then pulls a string, which triggers a hat flinging, which in turn lands on a rod that removes a typewriter cover…and so on. We rely on creating automated processes to keep on top of tasks. DBAs have a lot of tasks to perform: backups, performance tuning, data movement, system monitoring, and of course, avoiding being noticed.  Every day, there are many steps to perform to maintain the database infrastructure, including: checking physical structures, re-indexing tables where needed, backing up the databases, checking those backups, running the ETL, and preparing the daily reports and yes, all of these processes have to complete before you can call it a day, and probably before many others have started that same day. Some of these tasks are just naturally complicated on their own. Other tasks become complicated because the database architecture is excessively rigid, and we often discover during “production testing” that certain processes need to be changed because the written requirements barely resembled the actual customer requirements.   Then, with no time to change that rigid structure, we are forced to heap layer upon layer of code onto the problematic processes. Instead of a slight table change and a new index, we end up with 4 new ETL processes, 20 temp tables, 30 extra queries, and 1000 lines of SQL code.  Report writers then need to build reports and make magical numbers appear from those toxic data structures that are overly complex and probably filled with inconsistent data. What starts out as a collection of fairly simple tasks turns into a Goldbergian nightmare of daily processes that are likely to cause your dinner to be interrupted by the smartphone doing the vibration dance that signifies trouble at the mill. So what to do? Well, if it is at all possible, simplify the problem by either going into the code and refactoring the complex code to simple, or taking all of the processes and simplifying them into small, independent, easily-tested steps.  The former approach usually requires an agreement on changing underlying structures that requires countless mind-numbing meetings; while the latter can generally be done to any complex process without the same frustration or anger, though it will still leave you with lots of steps to complete, the ability to test each step independently will definitely increase the quality of the overall process (and with each step reporting status back, finding an actual problem within the process will be definitely less unpleasant.) We all know the principle behind simplifying a sequence of processes because we learned it in math classes in our early years of attending school, starting with elementary school. In my 4 years (ok, 9 years) of undergraduate work, I remember pretty much one thing from my many math classes that I apply daily to my career as a data architect, data programmer, and as an occasional indentured DBA: “show your work”. This process of showing your work was my first lesson in simplification. Each step in the process was in fact, far simpler than the entire process.  When you were working an equation that took both sides of 4 sheets of paper, showing your work was important because the teacher could see every step, judge it, and mark it accordingly.  So often I would make an error in the first few lines of a problem which meant that the rest of the work was actually moving me closer to a very wrong answer, no matter how correct the math was in the subsequent steps. Yet, when I got my grade back, I would sometimes be pleasantly surprised. I passed, yet missed every problem on the test. But why? While I got the fact that 1+1=2 wrong in every problem, the teacher could see that I was using the right process. In a computer process, the process is very similar. We take complex processes, show our work by storing intermediate values, and test each step independently. When a process has 100 steps, each step becomes a simple step that is tested and verified, such that there will be 100 places where data is stored, validated, and can be checked off as complete. If you get step 1 of 100 wrong, you can fix it and be confident (that if you did your job of testing the other steps better than the one you had to repair,) that the rest of the process works. If you have 100 steps, and store the state of the process exactly once, the resulting testable chunk of code will be far more complex and finding the error will require checking all 100 steps as one, and usually it would be easier to find a specific needle in a stack of similarly shaped needles.  The goal is to strive for simplicity either in the solution, or at least by simplifying every process down to as many, independent, testable, simple tasks as possible.  For the tasks that really can’t be done completely independently, minimally take those tasks and break them down into simpler steps that can be tested independently.  Like working out division problems longhand, have each step of the larger problem verified and tested.

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• A new SQL, a new Analysis Services, a new Workshop! #ssas #sql2012

  - by Marco Russo (SQLBI)

  One week ago Microsoft SQL Server 2012 finally debuted with a virtual launch event and you can find many intro sessions there (20 minutes each). There is a lot of new content available if you want to learn more about SQL 2012 and in this blog post I’d like to provide a few link to sessions, documents, bits and courses that are available now or very soon. First of all, the release of Analysis Services 2012 has finally released PowerPivot 2012 (many of us called it PowerPivot v2 before this official name) and also the new Data Mining Add-in for Microsoft Office 2010, now available also for Excel 64bit! And, of course, don’t miss the Microsoft SQL Server 2012 Feature Pack, there are a lot of upgrades for both DBAs and developers. I just discovered there is a new LocalDB version of SQL Express that can run in user mode without any setup. Is this the end of SQL CE? But now, back to Analysis Services: if you want some tutorial on Tabular, the Microsoft Virtual Academy has a whole track dedicated to Analysis Services 2012 but you will probably be interested also in the one about Reporting Services 2012. If you think that virtual is good but it’s not enough, there are plenty of conferences in the coming months – these are just those where I and Alberto will deliver some SSAS Tabular presentations: SQLBits X, London, March 29-31, 2012: if you are in London or want a good reason to go, this is the most important SQL Server event in Europe this year, no doubts about it. And not only because of the high number of attendees, but also because there is an impressive number of speakers (excluding me, of course) coming from all over the world. This is an event second only to PASS Summit in Seattle so there are no good reasons to not attend it. Microsoft SQL Server & Business Intelligence Conference 2012, Milan, March 28-29, 2012: this is an Italian conference so the language might be a barrier, but many of us also speak English and the food is good! Just a few seats still available. TechEd North America, Orlando, June 11-14, 2012: you know, this is a big event and it contains everything – if you want to spend a whole day learning the SSAS Tabular model with me and Alberto, don’t miss our pre-conference day “Using BISM Tabular in Microsoft SQL Server Analysis Services 2012” (be careful, it is on June 10, a nice study-Sunday!). TechEd Europe, Amsterdam, June 26-29, 2012: the European version of TechEd provides almost the same content and you don’t have to go overseas. We also run the same pre-conference day “Using BISM Tabular in Microsoft SQL Server Analysis Services 2012” (in this case, it is on June 25, that’s a regular Monday). I and Alberto will also speak at some user group meeting around Europe during… well, we’re going to travel a lot in the next months. In fact, if you want to get a complete training on SSAS Tabular, you should spend two days with us in one of our SSAS Tabular Workshop! We prepared a 2-day seminar, a very intense one, that start from the simple tabular modeling and cover architecture, DAX, query, advanced modeling, security, deployment, optimization, monitoring, relationships with PowerPivot and Multidimensional… Really, there are a lot of stuffs here! We announced the first dates in Europe and also an online edition optimized for America’s time zone: Apr 16-17, 2012 – Amsterdam, Netherlands Apr 26-27, 2012 – Copenhagen, Denmark May 7-8, 2012 – Online for America’s time zone May 14-15, 2012 – Brussels, Belgium May 21-22, 2012 – Oslo, Norway May 24-25, 2012 – Stockholm, Sweden May 28-29, 2012 – London, United Kingdom May 31-Jun 1, 2012 – Milan, Italy (Italian language) Also Chris Webb will join us in this workshop and in every date you can find who is the speaker on the web site. The course is based on our upcoming book, almost 600 pages (!) about SSAS Tabular, an incredible effort that will be available very soon in a preview (rough cuts from O’Reilly) and will be on the shelf in May. I will provide a link to order it as soon as we have one! And if you think that this is not enough… you’re right! Do you know what is the only thing you can do to optimize your Tabular model? Optimize your DAX code. Learning DAX is easy, mastering DAX requires some knowledge… and our DAX Advanced Workshop will provide exactly the required content. Public classes will be available later this year, by now we just deliver it on demand.

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• A new SQL, a new Analysis Services, a new Workshop! #ssas #sql2012

  - by Marco Russo (SQLBI)

  One week ago Microsoft SQL Server 2012 finally debuted with a virtual launch event and you can find many intro sessions there (20 minutes each). There is a lot of new content available if you want to learn more about SQL 2012 and in this blog post I’d like to provide a few link to sessions, documents, bits and courses that are available now or very soon. First of all, the release of Analysis Services 2012 has finally released PowerPivot 2012 (many of us called it PowerPivot v2 before this official name) and also the new Data Mining Add-in for Microsoft Office 2010, now available also for Excel 64bit! And, of course, don’t miss the Microsoft SQL Server 2012 Feature Pack, there are a lot of upgrades for both DBAs and developers. I just discovered there is a new LocalDB version of SQL Express that can run in user mode without any setup. Is this the end of SQL CE? But now, back to Analysis Services: if you want some tutorial on Tabular, the Microsoft Virtual Academy has a whole track dedicated to Analysis Services 2012 but you will probably be interested also in the one about Reporting Services 2012. If you think that virtual is good but it’s not enough, there are plenty of conferences in the coming months – these are just those where I and Alberto will deliver some SSAS Tabular presentations: SQLBits X, London, March 29-31, 2012: if you are in London or want a good reason to go, this is the most important SQL Server event in Europe this year, no doubts about it. And not only because of the high number of attendees, but also because there is an impressive number of speakers (excluding me, of course) coming from all over the world. This is an event second only to PASS Summit in Seattle so there are no good reasons to not attend it. Microsoft SQL Server & Business Intelligence Conference 2012, Milan, March 28-29, 2012: this is an Italian conference so the language might be a barrier, but many of us also speak English and the food is good! Just a few seats still available. TechEd North America, Orlando, June 11-14, 2012: you know, this is a big event and it contains everything – if you want to spend a whole day learning the SSAS Tabular model with me and Alberto, don’t miss our pre-conference day “Using BISM Tabular in Microsoft SQL Server Analysis Services 2012” (be careful, it is on June 10, a nice study-Sunday!). TechEd Europe, Amsterdam, June 26-29, 2012: the European version of TechEd provides almost the same content and you don’t have to go overseas. We also run the same pre-conference day “Using BISM Tabular in Microsoft SQL Server Analysis Services 2012” (in this case, it is on June 25, that’s a regular Monday). I and Alberto will also speak at some user group meeting around Europe during… well, we’re going to travel a lot in the next months. In fact, if you want to get a complete training on SSAS Tabular, you should spend two days with us in one of our SSAS Tabular Workshop! We prepared a 2-day seminar, a very intense one, that start from the simple tabular modeling and cover architecture, DAX, query, advanced modeling, security, deployment, optimization, monitoring, relationships with PowerPivot and Multidimensional… Really, there are a lot of stuffs here! We announced the first dates in Europe and also an online edition optimized for America’s time zone: Apr 16-17, 2012 – Amsterdam, Netherlands Apr 26-27, 2012 – Copenhagen, Denmark May 7-8, 2012 – Online for America’s time zone May 14-15, 2012 – Brussels, Belgium May 21-22, 2012 – Oslo, Norway May 24-25, 2012 – Stockholm, Sweden May 28-29, 2012 – London, United Kingdom May 31-Jun 1, 2012 – Milan, Italy (Italian language) Also Chris Webb will join us in this workshop and in every date you can find who is the speaker on the web site. The course is based on our upcoming book, almost 600 pages (!) about SSAS Tabular, an incredible effort that will be available very soon in a preview (rough cuts from O’Reilly) and will be on the shelf in May. I will provide a link to order it as soon as we have one! And if you think that this is not enough… you’re right! Do you know what is the only thing you can do to optimize your Tabular model? Optimize your DAX code. Learning DAX is easy, mastering DAX requires some knowledge… and our DAX Advanced Workshop will provide exactly the required content. Public classes will be available later this year, by now we just deliver it on demand.

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• Upcoming User Group Events in 2011

  - by john.orourke(at)oracle.com

  At a recent customer event, someone asked me if Oracle had any plans to re-create the Hyperion Solutions Conference.  Unfortunately the answer is no.  With so many different product lines it would be challenging and costly for Oracle to run separate user conferences for every product line, and it would create too many events for customers with multiple products to attend.  So Oracle Open World is the company's main event for showcasing what's new and what's coming across all product lines.  If customers find Oracle OpenWorld too overwhelming or if the timing is bad, there are a number of other conferences, which are run by Oracle user groups and include a number of sessions focused on Oracle Hyperion EPM and BI products.  Here's a sneak preview of what's coming up for conferences in 2011 where you can network with other Hyperion users and learn what's new and what's coming in our products. Alliance 2011:  This conference is run by the Oracle Higher Education User Group (HEUG).  It's being held March 27 - 30th in lovely Denver, Colorado.  (a great location and time for skiers!)  This event is targeted at customers in Higher Education and Public Sector organizations and is expecting to draw over 3,500 attendees.  There will be a number of sessions focusing on Oracle Hyperion EPM and BI products in the Budgeting track, as well as the Reporting & BI track.  This includes product-focused sessions delivered by Oracle and partners, as well as case studies delivered by customers.  Here's a link to the registration page where you can get more information: http://www.heug.org/p/cm/ld/fid=255 Collaborate 2011:  This conference is run by three different user groups;  OAUG, IOUG and Quest.  It's being held April 10 - 14th in sunny Orlando, Florida.  (yes, sunshine and warmth!)  This event is targeted to customers with Oracle E-Business Suite, PeopleSoft, JD Edwards, Hyperion, Primavera and other products and is expected to draw over 5,000 attendees.  You'll find a number of sessions focused on Oracle Hyperion EPM and BI products in the BI/Data Warehousing/EPM track.  This includes product-focused sessions delivered by Oracle, our partners, and customers as well as a number of customer case studies.  There will also be an exhibit area with a number of demo pods focused on EPM and BI products.  Here's a link to the conference web site where you can get more information: http://collaborate.oaug.org/ Also, please note that the OAUG has a Hyperion SIG that runs focused EPM/Hyperion events throughout the year.  Here's a link to their web site where you can get more information: http://hyperionsig.oaug.org/ Kscope 2011:  Formerly the Kaleidoscope conference, this one is run by the Oracle Developer Tools User Group (ODTUG).  This conference is being held June 26 - 30th in Long Beach, CA. (surf's up!)  Historically, this event has focused on Oracle Development tools, but over the past few years the EPM and BI content has grown with over 100 sessions planned this year.  So this event is becoming a great venue for existing Hyperion customers to learn about the latest developments with Oracle Essbase, Hyperion Planning, Hyperion Financial Management, Oracle BI and other products.   You'll also find hands-on workshops, product demonstrations as well as EPM and BI Symposiums run by Oracle Development staff.  Here's a link to the web site where you can get more details.  http://www.kscope11.com/biepm UKOUG Conference Series:  EPM and Hyperion 2011:  For Hyperion customers in the UK, the UKOUG has a Hyperion SIG that runs a focused conference for EPM and Hyperion products.  The 2011 event is planned for June in London.  Here's a link to the web site for this event where you can get more information: http://hyperion.ukoug.org/default.asp?p=8461 In addition to these conferences, you can also find Oracle EPM and BI content at regional user group meetings globally as well as Marketing events run by Oracle.  Check the events page at www.oracle.com for the details on upcoming Marketing and regional User Group events.  So while Oracle will not be trying to replicate the Hyperion Solutions conference, the good news is that there are a number of other events available where customers can find out what's new and what's coming with Oracle EPM and BI products.  And these events are running at different times of the year in different locations - so you can pick the event that makes the most sense for your company from a timing and location standpoint. I'll be delivering a number of sessions at the Alliance and Collaborate conferences and hope to see many of our loyal customers and partners at these events.  And there's always Oracle OpenWorld coming up in October, for which the planning has already started.  I look forward to seeing you in 2011.

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• MDM for Tax Authorities

  - by david.butler(at)oracle.com

  In last week’s MDM blog, we discussed MDM in the Public Sector. I want to continue that thread. After all, no industry faces tougher data quality problems than governmental organizations, and few industries suffer more significant down side consequences to poor operations than local, state and federal governments. One key challenge area is taxation. Tax Authorities face a multitude of IT challenges. Firstly, the data used in tax calculations is increasing in volume and complexity. They must improve service by introducing multi-channel contact centers and self-service capabilities. Security concerns necessitate increasingly sophisticated data protection procedures. And cost constraints are driving Tax Authorities to rely on off-the-shelf software for many of their functional areas. Compounding these issues is the fact that the IT architectures in operation at most revenue and collections agencies are very complex. They typically include multiple, disparate operational and analytical systems across which the sum total of data about individual constituents is fragmented. To make matters more complicated, taxation is not carried out by a single jurisdiction, and often sources of income including employers, investments and other sources of taxable income and deductions must also be tracked and shared among tax authorities. Collectively, these systems are involved in tax assessment and collections, risk analysis, scoring, tracking, auditing and investigation case management. The Problem of Constituent Data Management The infrastructure described above makes it very difficult to create a consolidated representation of a given party. Differing formats and data models mean that a constituent may be represented in one way in one system and in a different way in another. Individual records are frequently inaccurate, incomplete, out of date and/or inconsistent with other records relating to the same constituent. When constituent data must be aggregated and scored, information within each system must be rationalized and normalized so the agency can produce a constituent information file (CIF) that provides a single source of truth about that party. If information about that constituent changes, each system in turn must be updated. There have been many attempts to solve this problem with technology: from consolidating transactional systems to conducting manual systems integration projects and superimposing layers of business intelligence and analytics. All these approaches can be successful in solving a portion of the problem at a specific point in time, but without an enterprise perspective, anything gained is quickly lost again. Oracle Constituent Data Mastering for Tax Authorities: A Single View of the Constituent Oracle has a flexible and long-term solution to the problem of securely integrating and managing constituent data. The Oracle Solution for mastering Constituent Data for Tax Authorities is based on two core product offerings: Oracle Customer Hub and – optionally – Oracle Application Integration Architecture (AIA). Customer Hub is a master data management (MDM) product that centralizes, de-duplicates, and enriches constituent data. It unifies fragmented information without disrupting existing business processes or IT investments. Role based data access and privacy rules guarantee maximum security and privacy. Data is continuously and automatically synchronized with all source systems. With the Oracle Customer Hub managing the master constituent identity, every department can capture transaction activity against the same record, improving reporting accuracy, employee productivity, reliability of constituent analytics, and day-to-day constituent relationships. Oracle Application Integration Architecture provides a collection of core pre-built processes to support out of the box Master Data Governance across Oracle Customer Hub, Siebel CRM, and Oracle E-Business Suite. It also provides a framework to enable MDM integrations with other Oracle and non-Oracle applications. Oracle AIA removes some of the key inhibitors to implementing a service-oriented architecture (SOA) by providing a pre-built SOA-based middleware foundation as well as industry-optimized service oriented applications, all built around a SOA governance model that encourages effective design and reuse. I encourage you to read Oracle Solution for Mastering Constituents Data for Public Sector – Tax Authorities by Roberto Negro. It is an outstanding whitepaper that describes how the Oracle MDM solution allows you to create a unified, reconciled source of high-quality constituent data and gain an accurate single view of each constituent. This foundation enables you to lower the costs associated with data quality and integration and create a tax organization that is efficient, secure and constituent-centric. Also, don’t forget the upcoming webcast on Thursday, February 10th: Deliver Improved Services to Citizens at Lower Cost to your Organization Our Guest Speaker is Ruben Spekle, from Capgemini. He will also provide insight into Public Sector Master Data Management and Case Management implementations including one that was executed for a Dutch Government Agency. If you are interested in how governmental organizations from around the world are using MDM to advance their cause, click here to register for the webcast.

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• EPM and Business Analytics Talking-head Videos from Oracle OpenWorld 2013

  - by Mike.Hallett(at)Oracle-BI&EPM

  Normal 0 false false false EN-GB X-NONE X-NONE Here is a selection of 2 to 3 minute video interviews at this year’s Oracle OpenWorld: 1. George Somogyi, Solutions Architect, New Edge Group, talks about the importance of having their integrated Oracle Hyperion Platform consisting of Oracle Hyperion Financial Management, Oracle Hyperion Financial Data Quality Management, Oracle E-Business Suite R12 and Oracle Business Intelligence Extended Edition plus their use of Oracle Managed Cloud Services. Speaker: George Somogyi @ http://youtu.be/kWn0dQxCUy8 2. Gregg Thompson, Director of Financial Systems for ADT, talks about using Oracle Data Relationship Management prior to implementing an Enterprise Performance Management solution. Gregg confirmed that there are big benefits to bringing the full Oracle Hyperion Financial Close suite online with Oracle DRM as the metadata source. Reduced maintenance time and use of external consultants translates into significant time and cost savings and faster implementation times. Speaker: Gregg Thompson @ http://youtu.be/XnFrR9Uk4xk 3. Jeff Spangler, Director Financial Planning and Analysis for Speedy Cash Holdings Corp, talked to us about the benefits achieved through implementing Oracle Hyperion Planning and financial reporting solutions. He also describes how the use of Data Relationship Management will keep the process running smoothly now and in the future. Speaker: Jeff Spangler @ http://youtu.be/kkkuMkgJ22U 4. Marc Seewald, Senior Director of Product Management for Oracle Hyperion Tax Provision at Oracle, talks about Oracle Hyperion Tax Provision, how it is an integral part of the financial close process and that it provides better internal controls and automation of this task. Marc talks about Oracle Partners and customers alike who are seeing great value. Speaker: Marc Seewald @ http://youtu.be/lM_nfvACGuA 5. Matt Bradley, SVP of Product Development for Enterprise Performance Management (EPM) Applications at Oracle, talked to us about different deployment options for Oracle EPM. Cloud services (SaaS), managed services, on-premise, off-premise all have their merits, and organizations need flexibility to easily move between them as their companies evolve. Speaker: Matt Bradley @ http://youtu.be/ATO7Z9dbE-o 6. Neil Sellers, Partner, Qubix International talks about their experience with previewing Oracle’s new Planning and Budgeting Cloud Service. He describes the benefits of the step-by-step task lists, the speed of getting the application up and running, and the huge benefits of not having to manage the software and hardware side of the planning process. Speaker: Neil Sellers @ http://youtu.be/xmosO28e4_I 7. Praveen Pasupuleti, Senior Business Intelligence Development Manager of Citrix Systems Inc., talks about their Oracle Hyperion Planning upgrade and the huge performance improvement now experienced in forecasting. He also talked about the benefits of Oracle Hyperion Workforce Planning achieved by Citrix. Speaker: Praveen Pasupuleti @ http://youtu.be/d1e_4hLqw8c 8. CheckPoint Consulting, talked to us about how Enterprise Performance Management should be viewed as an entire solution, rather than as a bunch of applications in silos, to provide significant benefits; and how Data Relationship Management can tie it all together effectively. Speaker: Ron Dimon @ http://youtu.be/sRwbdbbXvUE 9. Sonal Kulkarni, Enterprise Performance Management Leader, Cummins Inc., talks about their use of Oracle Hyperion Financial Close Management (Account Reconciliation Manager), Oracle Hyperion Financial Management and Oracle Hyperion Financial Data Quality Management and how this is providing efficiency, visibility and compliance benefits. Speaker: Sonal Kulkarni @ http://youtu.be/OEgup5dKyVc 10. Todd Renard, Manager Financial Planning and Business Analytics for B/E Aerospace Inc., talks about the huge benefits that B/E Aerospace is experiencing from Oracle Financial Close Suite. He was extremely excited about Oracle Hyperion Financial Data Quality Management and how this helps them integrate a new business in as little as three weeks. Speaker: Todd Renard @ http://youtu.be/nIfqK46uVI8 11. Peter Smolianski, Chief Technology Officer for the District of Columbia Courts, talked to us about how D.C. Courts is using Oracle Scorecard and Strategy Management to push their 5 year plan forward, to report results to their constituents, and take accountability for process changes to become more efficient. Speaker: Peter Smolianski @ http://www.youtube.com/watch?v=T-DtB5pl-uk 12. Rich Wilkie, Senior Director of Product Management for Financial Close Suite at Oracle, talked to us about Oracle Financial Management Analytics. He told us how the prebuilt dashboards on top of Oracle Hyperion Financial Close Suite make it easy for everyone to see the numbers and understand where they are in the close process, and if there is an issue, they can see where it is. Executives are excited to get this information on mobile devices too. Speaker: Rich Wilkie @ http://www.youtube.com/watch?v=4UHuHgx74Yg 13. Dinesh Balebail, Senior Director of Software Development for Oracle Hyperion Profitability and Cost Management, talked to us about the power and speed of Oracle Hyperion Profitability and Cost Management and how it is being used to do deep costing for Telecoms, Hospitals, Banks and other high transaction volume organizations effectively. Speaker: Dinesh Balebail @ http://youtu.be/ivx5AZCXAfs /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman"; mso-ansi-language:EN-US; mso-fareast-language:EN-US;}

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• Master Data Management Implementation Styles

  - by david.butler(at)oracle.com

  In any Master Data Management solution deployment, one of the key decisions to be made is the choice of the MDM architecture. Gartner and other analysts describe some different Hub deployment styles, which must be supported by a best of breed MDM solution in order to guarantee the success of the deployment project.   Registry Style: In a Registry Style MDM Hub, the various source systems publish their data and a subscribing Hub stores only the source system IDs, the Foreign Keys (record IDs on source systems) and the key data values needed for matching. The Hub runs the cleansing and matching algorithms and assigns unique global identifiers to the matched records, but does not send any data back to the source systems. The Registry Style MDM Hub uses data federation capabilities to build the "virtual" golden view of the master entity from the connected systems.   Consolidation Style: The Consolidation Style MDM Hub has a physically instantiated, "golden" record stored in the central Hub. The authoring of the data remains distributed across the spoke systems and the master data can be updated based on events, but is not guaranteed to be up to date. The master data in this case is usually not used for transactions, but rather supports reporting; however, it can also be used for reference operationally.   Coexistence Style: The Coexistence Style MDM Hub involves master data that's authored and stored in numerous spoke systems, but includes a physically instantiated golden record in the central Hub and harmonized master data across the application portfolio. The golden record is constructed in the same manner as in the consolidation style, and, in the operational world, Consolidation Style MDM Hubs often evolve into the Coexistence Style. The key difference is that in this architectural style the master data stored in the central MDM system is selectively published out to the subscribing spoke systems.   Transaction Style: In this architecture, the Hub stores, enhances and maintains all the relevant (master) data attributes. It becomes the authoritative source of truth and publishes this valuable information back to the respective source systems. The Hub publishes and writes back the various data elements to the source systems after the linking, cleansing, matching and enriching algorithms have done their work. Upstream, transactional applications can read master data from the MDM Hub, and, potentially, all spoke systems subscribe to updates published from the central system in a form of harmonization. The Hub needs to support merging of master records. Security and visibility policies at the data attribute level need to be supported by the Transaction Style hub, as well.   Adaptive Transaction Style: This is similar to the Transaction Style, but additionally provides the capability to respond to diverse information and process requests across the enterprise. This style emerged most recently to address the limitations of the above approaches. With the Adaptive Transaction Style, the Hub is built as a platform for consolidating data from disparate third party and internal sources and for serving unified master entity views to operational applications, analytical systems or both. This approach delivers a real-time Hub that has a reliable, persistent foundation of master reference and relationship data, along with all the history and lineage of data changes needed for audit and compliance tracking. On top of this persistent master data foundation, the Hub can dynamically aggregate transaction data on demand from different source systems to deliver the unified golden view to downstream systems. Data can also be accessed through batch interfaces, published to a message bus or served through a real-time services layer. New data sources can be readily added in this approach by extending the data model and by configuring the new source mappings and the survivorship rules, meaning that all legacy data hubs can be leveraged to contribute their records/rules into the new transaction hub. Finally, through rich user interfaces for data stewardship, it allows exception handling by business analysts to keep it current with business rules/practices while maintaining the reliability of best-of-breed master records.   Confederation Style: In this architectural style, several Hubs are maintained at departmental and/or agency and/or territorial level, and each of them are connected to the other Hubs either directly or via a central Super-Hub. Each Domain level Hub can be implemented using any of the previously described styles, but normally the Central Super-Hub is a Registry Style one. This is particularly important for Public Sector organizations, where most of the time it is practically or legally impossible to store in a single central hub all the relevant constituent information from all departments.   Oracle MDM Solutions can be deployed according to any of the above MDM architectural styles, and have been specifically designed to fully support the Transaction and Adaptive Transaction styles. Oracle MDM Solutions provide strong data federation and integration capabilities which are key to enabling the use of the Confederated Hub as a possible architectural style approach. Don't lock yourself into a solution that cannot evolve with your needs. With Oracle's support for any type of deployment architecture, its ability to leverage the outstanding capabilities of the Oracle technology stack, and its open interfaces for non-Oracle technology stacks, Oracle MDM Solutions provide a low TCO and a quick ROI by enabling a phased implementation strategy.

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• The Virtues and Challenges of Implementing Basel III: What Every CFO and CRO Needs To Know

  - by Jenna Danko

  The Basel Committee on Banking Supervision (BCBS) is a group tasked with providing thought-leadership to the global banking industry.  Over the years, the BCBS has released volumes of guidance in an effort to promote stability within the financial sector.  By effectively communicating best-practices, the Basel Committee has influenced financial regulations worldwide.  Basel regulations are intended to help banks: More easily absorb shocks due to various forms of financial-economic stress Improve risk management and governance Enhance regulatory reporting and transparency In June 2011, the BCBS released Basel III: A global regulatory framework for more resilient banks and banking systems.  This new set of regulations included many enhancements to previous rules and will have both short and long term impacts on the banking industry.  Some of the key features of Basel III include: A stronger capital base More stringent capital standards and higher capital requirements Introduction of capital buffers  Additional risk coverage Enhanced quantification of counterparty credit risk Credit valuation adjustments  Wrong  way risk  Asset Value Correlation Multiplier for large financial institutions Liquidity management and monitoring Introduction of leverage ratio Even more rigorous data requirements To implement these features banks need to embark on a journey replete with challenges. These can be categorized into three key areas: Data, Models and Compliance. Data Challenges Data quality - All standard dimensions of Data Quality (DQ) have to be demonstrated.  Manual approaches are now considered too cumbersome and automation has become the norm. Data lineage - Data lineage has to be documented and demonstrated.  The PPT / Excel approach to documentation is being replaced by metadata tools.  Data lineage has become dynamic due to a variety of factors, making static documentation out-dated quickly.  Data dictionaries - A strong and clean business glossary is needed with proper identification of business owners for the data.  Data integrity - A strong, scalable architecture with work flow tools helps demonstrate data integrity.  Manual touch points have to be minimized.   Data relevance/coverage - Data must be relevant to all portfolios and storage devices must allow for sufficient data retention.  Coverage of both on and off balance sheet exposures is critical.   Model Challenges Model development - Requires highly trained resources with both quantitative and subject matter expertise. Model validation - All Basel models need to be validated. This requires additional resources with skills that may not be readily available in the marketplace.  Model documentation - All models need to be adequately documented.  Creation of document templates and model development processes/procedures is key. Risk and finance integration - This integration is necessary for Basel as the Allowance for Loan and Lease Losses (ALLL) is calculated by Finance, yet Expected Loss (EL) is calculated by Risk Management – and they need to somehow be equal.  This is tricky at best from an implementation perspective.  Compliance Challenges Rules interpretation - Some Basel III requirements leave room for interpretation.  A misinterpretation of regulations can lead to delays in Basel compliance and undesired reprimands from supervisory authorities. Gap identification and remediation - Internal identification and remediation of gaps ensures smoother Basel compliance and audit processes.  However business lines are challenged by the competing priorities which arise from regulatory compliance and business as usual work.  Qualification readiness - Providing internal and external auditors with robust evidence of a thorough examination of the readiness to proceed to parallel run and Basel qualification  In light of new regulations like Basel III and local variations such as the Dodd Frank Act (DFA) and Comprehensive Capital Analysis and Review (CCAR) in the US, banks are now forced to ask themselves many difficult questions.  For example, executives must consider: How will Basel III play into their Risk Appetite? How will they create project plans for Basel III when they haven’t yet finished implementing Basel II? How will new regulations impact capital structure including profitability and capital distributions to shareholders? After all, new regulations often lead to diminished profitability as well as an assortment of implementation problems as we discussed earlier in this note.  However, by requiring banks to focus on premium growth, regulators increase the potential for long-term profitability and sustainability.  And a more stable banking system: Increases consumer confidence which in turn supports banking activity  Ensures that adequate funding is available for individuals and companies Puts regulators at ease, allowing bankers to focus on banking Stability is intended to bring long-term profitability to banks.  Therefore, it is important that every banking institution takes the steps necessary to properly manage, monitor and disclose its risks.  This can be done with the assistance and oversight of an independent regulatory authority.  A spectrum of banks exist today wherein some continue to debate and negotiate with regulators over the implementation of new requirements, while others are simply choosing to embrace them for the benefits I highlighted above. Do share with me how your institution is coping with and embracing these new regulations within your bank. Dr. Varun Agarwal is a Principal in the Banking Practice for Capgemini Financial Services.  He has over 19 years experience in areas that span from enterprise risk management, credit, market, and to country risk management; financial modeling and valuation; and international financial markets research and analyses.

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• Reference Data Management and Master Data: Are Relation ?

  - by Mala Narasimharajan

  Submitted By:  Rahul Kamath  Oracle Data Relationship Management (DRM) has always been extremely powerful as an Enterprise Master Data Management (MDM) solution that can help manage changes to master data in a way that influences enterprise structure, whether it be mastering chart of accounts to enable financial transformation, or revamping organization structures to drive business transformation and operational efficiencies, or restructuring sales territories to enable equitable distribution of leads to sales teams following the acquisition of new products, or adding additional cost centers to enable fine grain control over expenses. Increasingly, DRM is also being utilized by Oracle customers for reference data management, an emerging solution space that deserves some explanation. What is reference data? How does it relate to Master Data? Reference data is a close cousin of master data. While master data is challenged with problems of unique identification, may be more rapidly changing, requires consensus building across stakeholders and lends structure to business transactions, reference data is simpler, more slowly changing, but has semantic content that is used to categorize or group other information assets – including master data – and gives them contextual value. In fact, the creation of a new master data element may require new reference data to be created. For example, when a European company acquires a US business, chances are that they will now need to adapt their product line taxonomy to include a new category to describe the newly acquired US product line. Further, the cross-border transaction will also result in a revised geo hierarchy. The addition of new products represents changes to master data while changes to product categories and geo hierarchy are examples of reference data changes.1 The following table contains an illustrative list of examples of reference data by type. Reference data types may include types and codes, business taxonomies, complex relationships & cross-domain mappings or standards. Types & Codes Taxonomies Relationships / Mappings Standards Transaction Codes Industry Classification Categories and Codes, e.g., North America Industry Classification System (NAICS) Product / Segment; Product / Geo Calendars (e.g., Gregorian, Fiscal, Manufacturing, Retail, ISO8601) Lookup Tables (e.g., Gender, Marital Status, etc.) Product Categories City à State à Postal Codes Currency Codes (e.g., ISO) Status Codes Sales Territories (e.g., Geo, Industry Verticals, Named Accounts, Federal/State/Local/Defense) Customer / Market Segment; Business Unit / Channel Country Codes (e.g., ISO 3166, UN) Role Codes Market Segments Country Codes / Currency Codes / Financial Accounts Date/Time, Time Zones (e.g., ISO 8601) Domain Values Universal Standard Products and Services Classification (UNSPSC), eCl@ss International Classification of Diseases (ICD) e.g., ICD9 à IC10 mappings Tax Rates Why manage reference data? Reference data carries contextual value and meaning and therefore its use can drive business logic that helps execute a business process, create a desired application behavior or provide meaningful segmentation to analyze transaction data. Further, mapping reference data often requires human judgment. Sample Use Cases of Reference Data Management Healthcare: Diagnostic Codes The reference data challenges in the healthcare industry offer a case in point. Part of being HIPAA compliant requires medical practitioners to transition diagnosis codes from ICD-9 to ICD-10, a medical coding scheme used to classify diseases, signs and symptoms, causes, etc. The transition to ICD-10 has a significant impact on business processes, procedures, contracts, and IT systems. Since both code sets ICD-9 and ICD-10 offer diagnosis codes of very different levels of granularity, human judgment is required to map ICD-9 codes to ICD-10. The process requires collaboration and consensus building among stakeholders much in the same way as does master data management. Moreover, to build reports to understand utilization, frequency and quality of diagnoses, medical practitioners may need to “cross-walk” mappings -- either forward to ICD-10 or backwards to ICD-9 depending upon the reporting time horizon. Spend Management: Product, Service & Supplier Codes Similarly, as an enterprise looks to rationalize suppliers and leverage their spend, conforming supplier codes, as well as product and service codes requires supporting multiple classification schemes that may include industry standards (e.g., UNSPSC, eCl@ss) or enterprise taxonomies. Aberdeen Group estimates that 90% of companies rely on spreadsheets and manual reviews to aggregate, classify and analyze spend data, and that data management activities account for 12-15% of the sourcing cycle and consume 30-50% of a commodity manager’s time. Creating a common map across the extended enterprise to rationalize codes across procurement, accounts payable, general ledger, credit card, procurement card (P-card) as well as ACH and bank systems can cut sourcing costs, improve compliance, lower inventory stock, and free up talent to focus on value added tasks. Change Management: Point of Sales Transaction Codes and Product Codes In the specialty finance industry, enterprises are confronted with usury laws – governed at the state and local level – that regulate financial product innovation as it relates to consumer loans, check cashing and pawn lending. To comply, it is important to demonstrate that transactions booked at the point of sale are posted against valid product codes that were on offer at the time of booking the sale. Since new products are being released at a steady stream, it is important to ensure timely and accurate mapping of point-of-sale transaction codes with the appropriate product and GL codes to comply with the changing regulations. Multi-National Companies: Industry Classification Schemes As companies grow and expand across geographies, a typical challenge they encounter with reference data represents reconciling various versions of industry classification schemes in use across nations. While the United States, Mexico and Canada conform to the North American Industry Classification System (NAICS) standard, European Union countries choose different variants of the NACE industry classification scheme. Multi-national companies must manage the individual national NACE schemes and reconcile the differences across countries. Enterprises must invest in a reference data change management application to address the challenge of distributing reference data changes to downstream applications and assess which applications were impacted by a given change. References 1 Master Data versus Reference Data, Malcolm Chisholm, April 1, 2006.

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• Polite busy-waiting with WRPAUSE on SPARC

  - by Dave

  Unbounded busy-waiting is an poor idea for user-space code, so we typically use spin-then-block strategies when, say, waiting for a lock to be released or some other event. If we're going to spin, even briefly, then we'd prefer to do so in a manner that minimizes performance degradation for other sibling logical processors ("strands") that share compute resources. We want to spin politely and refrain from impeding the progress and performance of other threads — ostensibly doing useful work and making progress — that run on the same core. On a SPARC T4, for instance, 8 strands will share a core, and that core has its own L1 cache and 2 pipelines. On x86 we have the PAUSE instruction, which, naively, can be thought of as a hardware "yield" operator which temporarily surrenders compute resources to threads on sibling strands. Of course this helps avoid intra-core performance interference. On the SPARC T2 our preferred busy-waiting idiom was "RD %CCR,%G0" which is a high-latency no-nop. The T4 provides a dedicated and extremely useful WRPAUSE instruction. The processor architecture manuals are the authoritative source, but briefly, WRPAUSE writes a cycle count into the the PAUSE register, which is ASR27. Barring interrupts, the processor then delays for the requested period. There's no need for the operating system to save the PAUSE register over context switches as it always resets to 0 on traps. Digressing briefly, if you use unbounded spinning then ultimately the kernel will preempt and deschedule your thread if there are other ready threads than are starving. But by using a spin-then-block strategy we can allow other ready threads to run without resorting to involuntary time-slicing, which operates on a long-ish time scale. Generally, that makes your application more responsive. In addition, by blocking voluntarily we give the operating system far more latitude regarding power management. Finally, I should note that while we have OS-level facilities like sched_yield() at our disposal, yielding almost never does what you'd want or naively expect. Returning to WRPAUSE, it's natural to ask how well it works. To help answer that question I wrote a very simple C/pthreads benchmark that launches 8 concurrent threads and binds those threads to processors 0..7. The processors are numbered geographically on the T4, so those threads will all be running on just one core. Unlike the SPARC T2, where logical CPUs 0,1,2 and 3 were assigned to the first pipeline, and CPUs 4,5,6 and 7 were assigned to the 2nd, there's no fixed mapping between CPUs and pipelines in the T4. And in some circumstances when the other 7 logical processors are idling quietly, it's possible for the remaining logical processor to leverage both pipelines. Some number T of the threads will iterate in a tight loop advancing a simple Marsaglia xor-shift pseudo-random number generator. T is a command-line argument. The main thread loops, reporting the aggregate number of PRNG steps performed collectively by those T threads in the last 10 second measurement interval. The other threads (there are 8-T of these) run in a loop busy-waiting concurrently with the T threads. We vary T between 1 and 8 threads, and report on various busy-waiting idioms. The values in the table are the aggregate number of PRNG steps completed by the set of T threads. The unit is millions of iterations per 10 seconds. For the "PRNG step" busy-waiting mode, the busy-waiting threads execute exactly the same code as the T worker threads. We can easily compute the average rate of progress for individual worker threads by dividing the aggregate score by the number of worker threads T. I should note that the PRNG steps are extremely cycle-heavy and access almost no memory, so arguably this microbenchmark is not as representative of "normal" code as it could be. And for the purposes of comparison I included a row in the table that reflects a waiting policy where the waiting threads call poll(NULL,0,1000) and block in the kernel. Obviously this isn't busy-waiting, but the data is interesting for reference. _table { border:2px black dotted; margin: auto; width: auto; } _tr { border: 2px red dashed; } _td { border: 1px green solid; } _table { border:2px black dotted; margin: auto; width: auto; } _tr { border: 2px red dashed; } td { background-color : #E0E0E0 ; text-align : right ; } th { text-align : left ; } td { background-color : #E0E0E0 ; text-align : right ; } th { text-align : left ; } Aggregate progress T = #worker threads Wait Mechanism for 8-T threadsT=1T=2T=3T=4T=5T=6T=7T=8 Park thread in poll() 32653347334833483348334833483348 no-op 415 831 124316482060249729303349 RD %ccr,%g0 "pause" 14262429269228623013316232553349 PRNG step 412 829 124616702092251029303348 WRPause(8000) 32443361333133483349334833483348 WRPause(4000) 32153308331533223347334833473348 WRPause(1000) 30853199322432513310334833483348 WRPause(500) 29173070315032223270330933483348 WRPause(250) 26942864294930773205338833483348 WRPause(100) 21552469262227902911321433303348

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• Content Query Web Part and the Yes/No Field

  - by Bil Simser

  The Content Query Web Part (CQWP) is a pretty powerful beast. It allows you to do multiple site queries and aggregate the results. This is great for rolling up content and doing some summary type reporting. Here’s a trick to remember about Yes/No fields and using the CQWP. If you’re building a news style site and want to aggregate say all the announcements that people tag a certain way, up onto the home page this might be a solution. First we need to allow a way for users of all our sites to mark an announcement for inclusion on our Intranet Home Page. We’ll do this by just modifying the Announcement Content type and adding a Yes/No field to it. There are alternate ways of doing this like building a new Announcement type or stapling a feature to all sites to add our column but this is pretty low impact and only affects our current site collection so let’s go with it for now, okay? You can berate me in the comments about the proper way I should have done this part. Go to the Site Settings for the Site Collection and click on Site Content Types under the Galleries. This takes you to the gallery for this site and all subsites. Scroll down until you see the List Content Types and click on Announcements. Now we’re modifying the Announcement content type which affects all those announcement lists that are created by default if you’re building sites using the Team Site template (or creating a new Announcements list on any site for that matter). Click on Add from new site column under the Column list. This will allow us to create a new Yes/No field that users will see in Announcement items. This field will allow the user to flag the announcement for inclusion on the home page. Feel free to modify the fields as you see fit for your environment, this is just an example. Now that we’ve added the column to our Announcements Content type we can go into any site that has an announcement list, modify that announcement and flag it to be included on our home page. See the new Featured column? That was the result of modifying our Announcements Content Type on this site collection. Now we can move onto the dirty part, displaying it in a CQWP on the home page. And here is where the fun begins (and the head scratching should end). On our home page we want to drop a Content Query Web Part and aggregate any Announcement that’s been flagged as Featured by the users (we could also add the filter to handle Expires so we don’t show old content so go ahead and do that if you want). First add a CQWP to the page then modify the settings for the web part. In the first section, Query, we want the List Type to be set to Announcements and the Content type to be Announcement so set your options like this: Click Apply and you’ll see the results display all Announcements from any site in the site collection. I have five team sites created each with a unique announcement added to them. Now comes the filtering. We don’t want to include every announcement, only ones users flag using that Featured column we added. At first blush you might scroll down to the Additional Filters part of the Query options and set the Featured column to be equal to Yes: This seems correct doesn’t it? After all, the column is a Yes/No column and looking at an announcement in the site, it displays the field as Yes or No: However after applying the filter you get this result: (I have the announcements from Team Site 1 and Team Site 4 flagged as Featured) Huh? It’s BACKWARDS! Let’s confirm that. Go back in and change the Additional Filters section from Yes to No and hit Apply and you get this: Wait a minute? Shouldn’t I see Team Site 1 and 4 if the logic is backwards? Why am I seeing the same thing as before. What gives… For whatever reason, unknown to me, a Yes/No field (even though it displays as such) really uses 1 and 0 behind the scenes. Yeah, someone was stuck on using integer values for booleans when they wrote SharePoint (probably after a long night of white boarding ways to mess with developers heads) and came up with this. The solution is pretty simple but not very discoverable. Set the filter to include your flagged items like so: And it will filter the items marked as Featured correctly giving you this result: This kind of solution could also be extended and enhanced. Here are a few suggestions and ideas: Modify the ItemStyle.xsl file to add a new style for this aggregation which would include the first few paragraphs of the body (or perhaps add another field to the Content type called Excerpt or Summary and display that instead) Add an Image column to the Announcement Content type to include a Picture field and display it in the summary Add a Category choice field (Employee News, Current Events, Headlines, etc.) and add multiple CQWPs to the home page filtering each one on a different category I know some may find this topic old and dusty but I didn’t see a lot out there specifically on filtering the Yes/No fields and the whole 1/0 trick was a little wonky, so I figured a few pictures would help walk through overcoming yet another SharePoint weirdness. With a little work and some creative juices you can easily us the power of aggregation and the CQWP to build a news site from content on your team sites.

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• Walmart and Fusion Apps

  - by ultan o'broin

  Photograph: Misha Vaughan I attended Fusion Apps (yes, I know I am supposed to say "Oracle Fusion Applications", but stuffy old style guides are a turn-off in interwebs conversations) User Experience Advocate (FXA) training in Long Beach, California last week; a suitable location as ODTUG KSCOPE 11 was kicking off and key players were in the area. As a member of Oracle's Apps-UX team I know the Fusion Apps messaging, natch, and done some other Fusion Apps go-to-market content work too. For the messaging details themselves, see Lonneke Dikmans (@lonnekedikmans) great blog, by the way. However, I wanted some 'formal' training combined with the opportunity to meet and learn from people already out there delivering those messages. The idea in me reaching out to Misha Vaughan, Apps-UX FXA maven, to get me onto this training was that in addition to my UX knowledge, I could leverage my location in EMEA and hit up customer events more quickly and easily. Those local user groups do like to hear the voice of locals too you know (so I need to work on that mid-Atlantic accent). I'm looking forward to such opportunities. The training was all smashing stuff, just the right level of detail, delivered professionally and with great style and humor. I was especially honored to be paired off for my er, coaching with Debra Lilley (@debralilley), who shared with everyone all kinds of tips and insights from her experiences of delivering the message and demo. For me, that was the real power of the FXA event--the communal, conversational aspect--the meeting up with people who had done all this for real, the sharing in their experiences, while learning along with other newbies. Sorry, but that all-important social aspect doesn't work so well with remote meetings. Katie Candland (Apps-UX) gave us a great tour of the Fusion Apps demo and included some useful presentational tips too (any excuse to buy that iPad). It's clear to me that the Fusion Apps messaging and demos really come alive with real-world examples that local application users will recognize, and I picked up some "yes, that's my job made easier" scene-stealers from Debra and Karen Brownfield too, to add to the great ones already provided. This power of examples shouldn't surprise anyone, they've long been a mainstay of applications user assistance, popular with users. We'll offer customers different types of example topics in the Fusion Apps online help too (stay tuned), and we know from research how important those 3S's (stories, scenarios, and simulations) are to users when they consume and apply information. Well, we've got the simulation, now it's time for more stories and scenarios. If you get a chance to participate in an FXA event (whether you are an Oracle employee or otherwise), I'd encourage it. It's committing your time and energy for sure, but I got real bang for the buck from it for my everyday job too. Listening to the room's feedback on the application demo really brought our internal design work to life, and I picked up on some things that I need to follow up on (like how you alphabetically sort stuff in other languages). User experience is after all, about users. What will I be doing next, and what would I like to see happen? Obviously, I need to develop my story-telling links with the people I met in Long Beach and do some practicing with the materials, and then get out there and deliver them at a suitable location. The demo is what it is right now, and that's a super-rich demo that I know everyone will want to see and ask questions about. Then, as mentioned by attendees at the FXA event, follow up on those translated and localized messages for EMEA (and APAC), that deal with different statutory or reporting requirements of the target markets. Given my background I would say that, wouldn't I? However, language is part of the UX, and international revenue is greater than US-only revenue for Oracle, so yes dear, we all need to get over the fact that enterprise apps users don't all speak, or want to speak, American-English. Most importantly perhaps, the continued development of a strong messaging community between Oracle and partners and customers where we can swap and share those FXA messaging stories and scenarios about Fusion Apps in a conversational way. The more the better, a combination of online and face-to-face meetings. I must also mention the great dinner after the event at Parker's Lighthouse, and the fun myself and Andrew Gilmour (Apps-UX) had at our end of the table talking about just about everything except Fusion Apps with Ronald Van Luttikhuizen and Ben Prusinski (who now understands the difference between Cork and Dublin people. I hope). Thanks to all the Apps-UXers who helped bring the FXA training to town, and to Debra and all the others that I am too jetlagged to mention right who were instrumental in making it happen for me. Here's to the next one. And the Walmart angle? That was me doing my Robert Scoble (ScO'bilizer?)-style guerilla smart phone research in Walmart in Long Beach, before the FXA event. It's all about stories for me. You can read more about it on the appslab blog (see the comments).

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• First Foray&ndash;About timeout

  - by SQLMonger

  It has been quite a while since I signed up for this blog site and high time that something was posted.  I have a list of topics that I will be working through and posting.  Some I am sure will have been posted by others, but I will be sticking to the technical problems and challenges that I’ve recently faced, and the solutions that worked for me.  My motto when learning something new has always been “My kingdom for an example!”, and I plan on delivering useful examples here so others can learn from my efforts, failures and successes.   A bit of background about me… My name is Clayton Groom. I am a founding partner of a consulting firm in St. Louis Missouri, Covenant Technology Partners, LLC and focus on SQL Server Data Warehouse design, Analysis Services and Enterprise Reporting solutions.  I have been working with SQL Server since the early nineties, when it still only ran on OS/2. I love solving puzzles and technical challenges.   Enough about me… On to a real problem… SSIS Connection Time outs versus Command Time outs Last week, I was working on automating the processing for a large Analysis Services cube.  I had reworked an SSIS package and script task originally posted by Vidas Matelis that automates the process of adding new and dropping old partitions to/from an Analysis Services cube.  I had the package working great, tested, and ready for deployment.  It basically performs a query against the source system to determine if there is new data in the warehouse that will require a new partition to be added to the cube, and it checks the cube to see if there are any partitions that are present that are no longer needed in a rolling 60 month window. My client uses Tivoli for running all their production jobs, and not SQL Agent, so I had to build a command line file for Tivoli to use to run the package. Everything was going great. I had tested the command file from my development workstation using an XML configuration file to pass in server-specific parameters into the package when executed using the DTExec utility. With all the pieces ready, I updated the dtsconfig file to point to the UAT environment and started working with the Tivoli developer to test the job.  On the first run, the job failed, and from what I could see in the SSIS log, it had failed because of a timeout. Other errors in the log made me think that perhaps the connection string had not been passed into the package correctly. We bumped the Connection Manager  timeout values from 20 seconds to 120 seconds and tried again. The job still failed. After changing the command line to use the /SET option instead of the /CONFIGFILE option, we tested again, and again failure. After a number more failed attempts, and getting the Teradata DBA involved to monitor and see if we were connecting and failing or just failing to connect, we determined that the job was indeed connecting to the server and then disconnecting itself after 30 seconds.  This seemed odd, as we had the timeout values for the connection manager set to 180 seconds by then.  At this point one of the DBA’s found a post on the Teradata forum that had the clues to the puzzle: There is a separate “CommandTimeout” custom property on the Data source object that may needed to be adjusted for longer running queries.  I opened up the SSIS package, opened the data flow task that generated the partition list table and right-clicked on the data source. from the context menu, I selected “Show Advanced Editor” and found the property. Sure enough, it was set to 30 seconds. The CommandTimeout property can also be edited in the SSIS Properties sheet. In order to determine how long the timeout needed to be, I ran the query from the task in the development environment and received a response in a matter of seconds.  I then tried the same query against the production database and waited several minutes for a response. This did not seem to be a reasonable response time for the query involved, and indeed it wasn’t. The Teradata DBA’s adjusted the query governor settings for the service account I was testing with, and we were able to get the response back down under a minute.  Still, I set the CommandTimeout property to a much higher value in case the job was ever started during a time of high-demand on the production server. With this change in place, the job finally completed successfully.  The lesson learned for me was two-fold: Always compare query execution times between development and production environments, and don’t assume that production will always be faster.  With higher user demands, query governors, and a whole lot more data, the execution time of even what might seem to be simple queries can vary greatly. SSIS Connection time out settings do not affect command time outs.  Connection timeouts control how long the package will wait for a response from the server before assuming the server is not available or is not responding. Command time outs control how long a task will wait for results to start being returned before deciding that the server is not responding. Both lessons seem pretty straight forward, and I felt pretty sheepish once I finally figured out what the issue was.  To be fair though, In the 5+ years that I have been working with SSIS, I could only recall one other time where I had to set the CommandTimeout property, and that memory only resurfaced while I was penning this post.

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• Project of Projects with team Foundation Server 2010

  - by Martin Hinshelwood

  It is pretty much accepted that you should use Areas instead of having many small Team Projects when you are using Team Foundation Server 2010. I have implemented this scenario many times and this is the current iteration of layout and considerations. If like me you work with many customers you will find that you get into a grove for how to set these things up to make them as easily understandable for everyone, while giving the best functionality. The trick is in making it as intuitive as possible for both you and the developers that need to work with it. There are five main places where you need to have the Product or Project name in prominence of any other value. Area Iteration Source Code Work Item Queries Build Once you decide how you are doing this in each of these places you need to keep to it religiously. Evan if you have one source code file to keep, make sure it is in the right place. This makes your developers and others working with the format familiar with where everything should go, as well as building up mussel memory. This prevents the neat system degenerating into a nasty mess. Areas Areas are traditionally used to separate out parts of your product / project so that you can see how much effort has gone into each. Figure: The top level areas are for reporting and work item separation There are massive advantages of using this method. You can: move work from one project to another rename a project / product It is far more likely that a project or product gets renamed than a department. Tip: If you have many projects, over 100, you should consider categorising them here, but make sure that the actual project name always sits at the same level so you know which is which. Figure: Always keep things that are the same at the same level Note: You may use these categories only at the Area/Iteration level to make it easier to select on drop down lists. You may not want to use them everywhere. On the other hand, for consistency it would be better to. Iterations Iterations are usually used to some sort of time based consideration. Here I am splitting into Iterations with periodic releases. Figure: Each product needs to be able to have its own cadence The ability to have each project run at its own pace and to enable them to have their own release schedule is often of paramount importance and you don’t want to fix your 100+ projects to all be released on the same date. Source Code Having a good structure for your source even if you are not branching or having multiple products under the same structure is always a good idea. Figure: Separate out your products source You need to think about both your branches as well as the structure of your source. All your code should be under “Source” and everything you need to build your solution including Build Scripts and 3rd party tools should be under your “Main” (branch) folder. This should them be branched by “Quality”, “Release” or both to get the most out of your branching structure. The important thing is to make sure you branch (or be able to branch) everything you need to build, test and deploy your application to an environment. That environment may be development, test or even production, but I can’t stress the importance of having everything your need. Note: You usually will not be able to install custom software on your build server. Store any *.dll’s or *.exe’s that you need under the “Tools\Tool1” folder. Note: Consult the Branching Guidance for Team Foundation Server 2010 for more on branching Figure: Adding category may be a necessary evil Even if you have to have a couple of categories called “Default”, it is better than not knowing the difference between a folder, Product and Branch. Work Item Queries Queries are used to load lists of Work Items out of TFS so you can see what work you have. This means that you want to also separate queries out by Product / project to make it easier to Figure: Again you have the same first level structure Having Folders also in Work Item Tracking we do the same thing. We put all the queries under a folder named for the Product / Project and change each query to have “AreaPath=[TeamProject]\[ProductX]” in the query instead of the standard “Project=@Project”. Tip: Don’t have a folder with new queries for each iteration. Instead have a single “Current” folder that has queries that point to the current iteration. Just change the queries as you move from one iteration to another. Tip: You can ctrl+drag the “Product1” folder to create your “Product2” folder. Builds You may have many builds both for individual products but also for different quality's. This can be further complicated by having some builds that action “Gated Check-In” and others that are specifically for “Release”, “Test” or another purpose. Figure: There are no folders, yet, for the builds so you need a good naming convention Its a pity that there are no folders under builds, some way to categorise would be nice. In lue of that at the moment you can use a functional naming convention that at least allows you to find what you want. Conclusion It is really easy to both achieve and to stick to this format if you take the time to do it. Unless you have 1000+ builds or 100+ Products you are unlikely run into any issues. Even then there are things you can do to mitigate the issues and I have describes some of them above. Let me know if you can think of any other things to make this easier.

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• Knowing your user is key--Part 1: Motivation

  - by erikanollwebb

  I was thinking where the best place to start in this blog would be and finally came back to a theme that I think is pretty critical--successful gamification in the enterprise comes down to knowing your user.  Lots of folks will say that gamification is about understanding that everyone is a gamer.  But at least in my org, that argument won't play for a lot of people.  Pun intentional.  It's not that I don't see the attraction to the idea--really, very few people play no games at all.  If they don't play video games, they might play solitaire on their computer.  They may play card games, or some type of sport.  Mario Herger has some great facts on how much game playing there is going on at his Enterprise-Gamification.com website. But at the end of the day, I can't sell that into my organization well.  We are Oracle.  We make big, serious software designed run your whole business.  We don't make Angry Birds out of your financial reporting tools.  So I stick with the argument that works better.  Gamification techniques are really just good principals of user experience packaged a little differently.  Feedback?  We already know feedback is important when using software.  Progress indicators?  Got that too.  Game mechanics may package things in a more explicit way but it's not really "new".  To know how to use game mechanics, and what a user experience team is important for, is totally understanding who our users are and what they are motivated by. For several years, I taught college psychology courses, including Motivation.  Motivation is generally broken down into intrinsic and extrinsic motivation.  There's intrinsic, which comes from within the individual.  And there's extrinsic, which comes from outside the individual.  Intrinsic motivation is that motivation that comes from just a general sense of pleasure in the doing of something.  For example, I like to cook.  I like to cook a lot.  The kind of cooking I think is just fun makes other people--people who don't like to cook--cringe.  Like the cake I made this week--the star-spangled rhapsody from The Cake Bible: two layers of meringue, two layers of genoise flavored with a raspberry eau de vie syrup, whipped cream with berries and a mousseline buttercream, also flavored with raspberry liqueur and topped with fresh raspberries and blueberries. I love cooking--I ask for cooking tools for my birthday and Christmas, I take classes like sushi making and knife skills for fun.  I like reading about you can make an emulsion of egg yolks, melted butter and lemon, cook slowly and transform them into a sauce hollandaise (my use of all the egg yolks that didn't go into the aforementioned cake).  And while it's nice when people like what I cook, I don't do it for that.  I do it because I think it's fun.  My former boss, Ultan Ó Broin, loves to fish in the sea off the coast of Ireland.  Not because he gets prizes for it, or awards, but because it's fun.  To quote a note he sent me today when I asked if having been recently ill kept him from the beginning of mackerel season, he told me he had already been out and said "I can fish when on a deathbed" (read more of Ultan's work, see his blogs on User Assistance and Translation.). That's not the kind of intensity you get about something you don't like to do.  I'm sure you can think of something you do just because you like it. So how does that relate to gamification?  Gamification in the enterprise space is about uncovering the game within work.  Gamification is about tapping into things people already find motivating.  But to do that, you need to know what that user is motivated by. Customer Relationship Management (CRM) is one of those areas where over-the-top gamification seems to work (not to plug a competitor in this space, but you can search on what Bunchball* has done with a company just a little north of us on 101 for the CRM crowd).  Sales people are naturally competitive and thrive on that plus recognition of their sales work.  You can use lots of game mechanics like leaderboards and challenges and scorecards with this type of user and they love it.  Show my whole org I'm leading in sales for the quarter?  Bring it on!  However, take the average accountant and show how much general ledger activity they have done in the last week and expose it to their whole org on a leaderboard and I think you'd see a lot of people looking for a new job.  Why?  Because in general, accountants aren't extraverts who thrive on competition in their work.  That doesn't mean there aren't game mechanics that would work for them, but they won't be the same game mechanics that work for sales people.  It's a different type of user and they are motivated by different things. To break this up, I'll stop here and post now.  I'll pick this thread up in the next post. Thoughts? Questions? *Disclosure: To my knowledge, Oracle has no relationship with Bunchball at this point in time.

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