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  • The Faces in the Crowdsourcing

    - by Applications User Experience
    By Jeff Sauro, Principal Usability Engineer, Oracle Imagine having access to a global workforce of hundreds of thousands of people who can perform tasks or provide feedback on a design quickly and almost immediately. Distributing simple tasks not easily done by computers to the masses is called "crowdsourcing" and until recently was an interesting concept, but due to practical constraints wasn't used often. Enter Amazon.com. For five years, Amazon has hosted a service called Mechanical Turk, which provides an easy interface to the crowds. The service has almost half a million registered, global users performing a quarter of a million human intelligence tasks (HITs). HITs are submitted by individuals and companies in the U.S. and pay from $.01 for simple tasks (such as determining if a picture is offensive) to several dollars (for tasks like transcribing audio). What do we know about the people who toil away in this digital crowd? Can we rely on the work done in this anonymous marketplace? A rendering of the actual Mechanical Turk (from Wikipedia) Knowing who is behind Amazon's Mechanical Turk is fitting, considering the history of the actual Mechanical Turk. In the late 1800's, a mechanical chess-playing machine awed crowds as it beat master chess players in what was thought to be a mechanical miracle. It turned out that the creator, Wolfgang von Kempelen, had a small person (also a chess master) hiding inside the machine operating the arms to provide the illusion of automation. The field of human computer interaction (HCI) is quite familiar with gathering user input and incorporating it into all stages of the design process. It makes sense then that Mechanical Turk was a popular discussion topic at the recent Computer Human Interaction usability conference sponsored by the Association for Computing Machinery in Atlanta. It is already being used as a source for input on Web sites (for example, Feedbackarmy.com) and behavioral research studies. Two papers shed some light on the faces in this crowd. One paper tells us about the shifting demographics from mostly stay-at-home moms to young men in India. The second paper discusses the reliability and quality of work from the workers. Just who exactly would spend time doing tasks for pennies? In "Who are the crowdworkers?" University of California researchers Ross, Silberman, Zaldivar and Tomlinson conducted a survey of Mechanical Turk worker demographics and compared it to a similar survey done two years before. The initial survey reported workers consisting largely of young, well-educated women living in the U.S. with annual household incomes above $40,000. The more recent survey reveals a shift in demographics largely driven by an influx of workers from India. Indian workers went from 5% to over 30% of the crowd, and this block is largely male (two-thirds) with a higher average education than U.S. workers, and 64% report an annual income of less than $10,000 (keeping in mind $1 has a lot more purchasing power in India). This shifting demographic certainly has implications as language and culture can play critical roles in the outcome of HITs. Of course, the demographic data came from paying Turkers $.10 to fill out a survey, so there is some question about both a self-selection bias (characteristics which cause Turks to take this survey may be unrepresentative of the larger population), not to mention whether we can really trust the data we get from the crowd. Crowds can perform tasks or provide feedback on a design quickly and almost immediately for usability testing. (Photo attributed to victoriapeckham Flikr While having immediate access to a global workforce is nice, one major problem with Mechanical Turk is the incentive structure. Individuals and companies that deploy HITs want quality responses for a low price. Workers, on the other hand, want to complete the task and get paid as quickly as possible, so that they can get on to the next task. Since many HITs on Mechanical Turk are surveys, how valid and reliable are these results? How do we know whether workers are just rushing through the multiple-choice responses haphazardly answering? In "Are your participants gaming the system?" researchers at Carnegie Mellon (Downs, Holbrook, Sheng and Cranor) set up an experiment to find out what percentage of their workers were just in it for the money. The authors set up a 30-minute HIT (one of the more lengthy ones for Mechanical Turk) and offered a very high $4 to those who qualified and $.20 to those who did not. As part of the HIT, workers were asked to read an email and respond to two questions that determined whether workers were likely rushing through the HIT and not answering conscientiously. One question was simple and took little effort, while the second question required a bit more work to find the answer. Workers were led to believe other factors than these two questions were the qualifying aspect of the HIT. Of the 2000 participants, roughly 1200 (or 61%) answered both questions correctly. Eighty-eight percent answered the easy question correctly, and 64% answered the difficult question correctly. In other words, about 12% of the crowd were gaming the system, not paying enough attention to the question or making careless errors. Up to about 40% won't put in more than a modest effort to get paid for a HIT. Young men and those that considered themselves in the financial industry tended to be the most likely to try to game the system. There wasn't a breakdown by country, but given the demographic information from the first article, we could infer that many of these young men come from India, which makes language and other cultural differences a factor. These articles raise questions about the role of crowdsourcing as a means for getting quick user input at low cost. While compensating users for their time is nothing new, the incentive structure and anonymity of Mechanical Turk raises some interesting questions. How complex of a task can we ask of the crowd, and how much should these workers be paid? Can we rely on the information we get from these professional users, and if so, how can we best incorporate it into designing more usable products? Traditional usability testing will still play a central role in enterprise software. Crowdsourcing doesn't replace testing; instead, it makes certain parts of gathering user feedback easier. One can turn to the crowd for simple tasks that don't require specialized skills and get a lot of data fast. As more studies are conducted on Mechanical Turk, I suspect we will see crowdsourcing playing an increasing role in human computer interaction and enterprise computing. References: Downs, J. S., Holbrook, M. B., Sheng, S., and Cranor, L. F. 2010. Are your participants gaming the system?: screening mechanical turk workers. In Proceedings of the 28th international Conference on Human Factors in Computing Systems (Atlanta, Georgia, USA, April 10 - 15, 2010). CHI '10. ACM, New York, NY, 2399-2402. Link: http://doi.acm.org/10.1145/1753326.1753688 Ross, J., Irani, L., Silberman, M. S., Zaldivar, A., and Tomlinson, B. 2010. Who are the crowdworkers?: shifting demographics in mechanical turk. In Proceedings of the 28th of the international Conference Extended Abstracts on Human Factors in Computing Systems (Atlanta, Georgia, USA, April 10 - 15, 2010). CHI EA '10. ACM, New York, NY, 2863-2872. Link: http://doi.acm.org/10.1145/1753846.1753873

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  • Using Unity – Part 5

    - by nmarun
    In the previous article of the series, I talked about constructor and property (setter) injection. I wanted to write about how to work with arrays and generics in Unity in this blog, after seeing how lengthy this one got, I’ve decided to write about generics in the next one. This one will only concentrate on arrays. My Product4 class has the following definition: 1: public interface IProduct 2: { 3: string WriteProductDetails(); 4: } 5:  6: public class Product4 : IProduct 7: { 8: public string Name { get; set; } 9: public ILogger[] Loggers { get; set; } 10:  11: public Product4(string productName, ILogger[] loggers) 12: { 13: Name = productName; 14: Loggers = loggers; 15: } 16:  17: public string WriteProductDetails() 18: { 19: StringBuilder productDetails = new StringBuilder(); 20: productDetails.AppendFormat("{0}<br/>", Name); 21: for (int i = 0; i < Loggers.Count(); i++) 22: { 23: productDetails.AppendFormat("{0}<br/>", Loggers[i].WriteLog()); 24: } 25: 26: return productDetails.ToString(); 27: } 28: } The key parts are line 4 where we declare an array of ILogger and line 5 where-in the constructor passes an instance of an array of ILogger objects. I’ve created another class – FakeLogger: 1: public class FakeLogger : ILogger 2: { 3: public string WriteLog() 4: { 5: return string.Format("Type: {0}", GetType()); 6: } 7: } It’s implementation is the same as what we had for the FileLogger class. Coming to the web.config file, first add the following aliases. The alias for FakeLogger should make sense right away. ILoggerArray defines an array of ILogger objects. I’ll tell why we need an alias for System.String data type. 1: <typeAlias alias="string" type="System.String, mscorlib" /> 2: <typeAlias alias="ILoggerArray" type="ProductModel.ILogger[], ProductModel" /> 3: <typeAlias alias="FakeLogger" type="ProductModel.FakeLogger, ProductModel"/> Next is to create mappings for the FileLogger and FakeLogger classes: 1: <type type="ILogger" mapTo="FileLogger" name="logger1"> 2: <lifetime type="singleton" /> 3: </type> 4: <type type="ILogger" mapTo="FakeLogger" name="logger2"> 5: <lifetime type="singleton" /> 6: </type> Finally, for the real deal: 1: <type type="IProduct" mapTo="Product4" name="ArrayProduct"> 2: <typeConfig extensionType="Microsoft.Practices.Unity.Configuration.TypeInjectionElement,Microsoft.Practices.Unity.Configuration, Version=1.2.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"> 3: <constructor> 4: <param name="productName" parameterType="string" > 5: <value value="Product name from config file" type="string"/> 6: </param> 7: <param name="loggers" parameterType="ILoggerArray"> 8: <array> 9: <dependency name="logger2" /> 10: <dependency name="logger1" /> 11: </array> 12: </param> 13: </constructor> 14: </typeConfig> 15: </type> Here’s where I’m saying, that if a type of IProduct is requested to be resolved, map it to type Product4. Furthermore, the Product4 has two constructor parameters – a string and an array of type ILogger. You might have observed the first parameter of the constructor is named ‘productName’ and that matches the value in the name attribute of the param element. The parameterType of ‘string’ maps to ‘System.String, mscorlib’ and is defined in the type alias above. The set up is similar for the second constructor parameter. The name matches the name of the parameter (loggers) and is of type ILoggerArray, which maps to an array of ILogger objects. We’ve also decided to add two elements to this array when unity resolves it – an instance of FileLogger and one of FakeLogger. The click event of the button does the following: 1: //unityContainer.RegisterType<IProduct, Product4>(); 2: //IProduct product4 = unityContainer.Resolve<IProduct>(); 3: IProduct product4 = unityContainer.Resolve<IProduct>("ArrayConstructor"); 4: productDetailsLabel.Text = product4.WriteProductDetails(); It’s worth mentioning here about the change in the format of resolving the IProduct to create an instance of Product4. You cannot use the regular way (the commented lines) to get an instance of Product4. The reason is due to the behavior of Unity which Alex Ermakov has brilliantly explained here. The corresponding output of the action is: You have a couple of options when it comes to adding dependency elements in the array node. You can: - leave it empty (no dependency elements declared): This will only create an empty array of loggers. This way you can check for non-null condition, in your mock classes. - add multiple dependency elements with the same name 1: <param name="loggers" parameterType="ILoggerArray"> 2: <array> 3: <dependency name="logger2" /> 4: <dependency name="logger2" /> 5: </array> 6: </param> With this you’ll see two instances of FakeLogger in the output. This article shows how Unity allows you to instantiate objects with arrays. Find the code here.

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  • How to fix basicHttpBinding in WCF when using multiple proxy clients?

    - by Hemant
    [Question seems a little long but please have patience. It has sample source to explain the problem.] Consider following code which is essentially a WCF host: [ServiceContract (Namespace = "http://www.mightycalc.com")] interface ICalculator { [OperationContract] int Add (int aNum1, int aNum2); } [ServiceBehavior (InstanceContextMode = InstanceContextMode.PerCall)] class Calculator: ICalculator { public int Add (int aNum1, int aNum2) { Thread.Sleep (2000); //Simulate a lengthy operation return aNum1 + aNum2; } } class Program { static void Main (string[] args) { try { using (var serviceHost = new ServiceHost (typeof (Calculator))) { var httpBinding = new BasicHttpBinding (BasicHttpSecurityMode.None); serviceHost.AddServiceEndpoint (typeof (ICalculator), httpBinding, "http://172.16.9.191:2221/calc"); serviceHost.Open (); Console.WriteLine ("Service is running. ENJOY!!!"); Console.WriteLine ("Type 'stop' and hit enter to stop the service."); Console.ReadLine (); if (serviceHost.State == CommunicationState.Opened) serviceHost.Close (); } } catch (Exception e) { Console.WriteLine (e); Console.ReadLine (); } } } Also the WCF client program is: class Program { static int COUNT = 0; static Timer timer = null; static void Main (string[] args) { var threads = new Thread[10]; for (int i = 0; i < threads.Length; i++) { threads[i] = new Thread (Calculate); threads[i].Start (null); } timer = new Timer (o => Console.WriteLine ("Count: {0}", COUNT), null, 1000, 1000); Console.ReadLine (); timer.Dispose (); } static void Calculate (object state) { var c = new CalculatorClient ("BasicHttpBinding_ICalculator"); c.Open (); while (true) { try { var sum = c.Add (2, 3); Interlocked.Increment (ref COUNT); } catch (Exception ex) { Console.WriteLine ("Error on thread {0}: {1}", Thread.CurrentThread.Name, ex.GetType ()); break; } } c.Close (); } } Basically, I am creating 10 proxy clients and then repeatedly calling Add service method on separate threads. Now if I run both applications and observe opened TCP connections using netstat, I find that: If both client and server are running on same machine, number of tcp connections are equal to number of proxy objects. It means all requests are being served in parallel. Which is good. If I run server on a separate machine, I observed that maximum 2 TCP connections are opened regardless of the number of proxy objects I create. Only 2 requests run in parallel. It hurts the processing speed badly. If I switch to net.tcp binding, everything works fine (a separate TCP connection for each proxy object even if they are running on different machines). I am very confused and unable to make the basicHttpBinding use more TCP connections. I know it is a long question, but please help!

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  • Safe, standard way to load images in ListView on a different thread?

    - by Po
    Before making this question, I have searched and read these ones: http://stackoverflow.com/questions/541966/android-how-do-i-do-a-lazy-load-of-images-in-listview http://stackoverflow.com/questions/1409623/android-issue-with-lazy-loading-images-into-a-listview My problem is I have a ListView, where: Each row contains an ImageView, whose content is to be loaded from the internet Each row's view is recycled as in ApiDemo's List14 What I want ultimately: Load images lazily, only when the user scrolls to them Load images on different thread(s) to maintain responsiveness My current approach: In the adapter's getView() method, apart from setting up other child views, I launch a new thread that loads the Bitmap from the internet. When that loading thread finishes, it returns the Bitmap to be set on the ImageView (I do this using AsyncTask or Handler). Because I recycle ImageViews, it may be the case that I first want to set a view with Bitmap#1, then later want to set it to Bitmap#2 when the user scrolls down. Bitmap#1 may happen to take longer than Bitmap#2 to load, so it may end up overwriting Bitmap#2 on the view. I solve this by maintaining a WeakHashMap that remembers the last Bitmap I want to set for that view. Below is somewhat a pseudocode for my current approach. I've ommitted other details like caching, just to keep the thing clear. public class ImageLoader { // keeps track of the last Bitmap we want to set for this ImageView private static final WeakHashMap<ImageView, AsyncTask> assignments = new WeakHashMap<ImageView, AsyncTask>(); /** Asynchronously sets an ImageView to some Bitmap loaded from the internet */ public static void setImageAsync(final ImageView imageView, final String imageUrl) { // cancel whatever previous task AsyncTask oldTask = assignments.get(imageView); if (oldTask != null) { oldTask.cancel(true); } // prepare to launch a new task to load this new image AsyncTask<String, Integer, Bitmap> newTask = new AsyncTask<String, Integer, Bitmap>() { protected void onPreExecute() { // set ImageView to some "loading..." image } protected Bitmap doInBackground(String... urls) { return loadFromInternet(imageUrl); } protected void onPostExecute(Bitmap bitmap) { // set Bitmap if successfully loaded, or an "error" image if (bitmap != null) { imageView.setImageBitmap(bitmap); } else { imageView.setImageResource(R.drawable.error); } } }; newTask.execute(); // mark this as the latest Bitmap we want to set for this ImageView assignments.put(imageView, newTask); } /** returns (Bitmap on success | null on error) */ private Bitmap loadFromInternet(String imageUrl) {} } Problem I still have: what if the Activity gets destroyed while some images are still loading? Is there any risk when the loading thread calls back to the ImageView later, when the Activity is already destroyed? Moreover, AsyncTask has some global thread-pool underneath, so if lengthy tasks are not canceled when they're not needed anymore, I may end up wasting time loading things users don't see. My current design of keeping this thing globally is too ugly, and may eventually cause some leaks that are beyond my understanding. Instead of making ImageLoader a singleton like this, I'm thinking of actually creating separate ImageLoader objects for different Activities, then when an Activity gets destroyed, all its AsyncTask will be canceled. Is this too awkward? Anyway, I wonder if there is a safe and standard way of doing this in Android. In addition, I don't know iPhone but is there a similar problem there and do they have a standard way to do this kind of task? Many thanks.

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  • Problems with passing an anonymous temporary function-object to a templatized constructor.

    - by Akanksh
    I am trying to attach a function-object to be called on destruction of a templatized class. However, I can not seem to be able to pass the function-object as a temporary. The warning I get is (if the comment the line xi.data = 5;): warning C4930: 'X<T> xi2(writer (__cdecl *)(void))': prototyped function not called (was a variable definition intended?) with [ T=int ] and if I try to use the constructed object, I get a compilation error saying: error C2228: left of '.data' must have class/struct/union I apologize for the lengthy piece of code, but I think all the components need to be visible to assess the situation. template<typename T> struct Base { virtual void run( T& ){} virtual ~Base(){} }; template<typename T, typename D> struct Derived : public Base<T> { virtual void run( T& t ) { D d; d(t); } }; template<typename T> struct X { template<typename R> X(const R& r) { std::cout << "X(R)" << std::endl; ptr = new Derived<T,R>(); } X():ptr(0) { std::cout << "X()" << std::endl; } ~X() { if(ptr) { ptr->run(data); delete ptr; } else { std::cout << "no ptr" << std::endl; } } Base<T>* ptr; T data; }; struct writer { template<typename T> void operator()( const T& i ) { std::cout << "T : " << i << std::endl; } }; int main() { { writer w; X<int> xi2(w); //X<int> xi2(writer()); //This does not work! xi2.data = 15; } return 0; }; The reason I am trying this out is so that I can "somehow" attach function-objects types with the objects without keeping an instance of the function-object itself within the class. Thus when I create an object of class X, I do not have to keep an object of class writer within it, but only a pointer to Base<T> (I'm not sure if I need the <T> here, but for now its there). The problem is that I seem to have to create an object of writer and then pass it to the constructor of X rather than call it like X<int> xi(writer(); I might be missing something completely stupid and obvious here, any suggestions?

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  • New line (in the code) after <li> element breaking layout

    - by BT643
    Weirdly, I've never come across this issue before, but I've just started making a site and the top navigation isn't playing nicely. I want a small amount of white space between each menu item, but when I have new lines between my <li> elements and my <a> elements in my IDE (Netbeans), the white space disappears, yet it looks fine if I have <li><a></a></li> all on the same line. I was always under the impression html ignored white space in the code. I've checked for any weird characters causing problems in other text editors and can't find anything. Here's the code... Like this the menu looks correct but code looks ugly (I know it looks fine when it's this simple, but I'm going be adding more complexity in which makes it look awful all on one line): <ul id="menu"> <li><a href="#">About</a></li> <li class="active"><a href="<?php echo site_url("tracklist"); ?>">Track List</a></li> <li><a href="<?php echo site_url("stats"); ?>">Stats</a></li> <li><a href="#">Stats</a></li> </ul> Like this the menu looks wrong but code looks fine: <ul id="menu"> <li> <a href="#">About</a> </li> <li class="active"> <a href="<?php echo site_url("tracklist"); ?>">Track List</a> </li> <li> <a href="<?php echo site_url("stats"); ?>">Stats</a> </li> <li> <a href="#">Stats</a> </li> </ul> Here's the css: #menu { float: right; } #menu li { display: inline-block; padding: 5px; background-color: #932996; border-bottom: solid 1px #932996; } #menu li:hover { border-bottom: solid 3px #FF0000; } #menu li.active { background-color: #58065e; } I'm sure it's something simple I'm doing wrong... but can someone shed some light on this for me? Sorry for the lengthy post (my first on stackoverflow).

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  • Bug Triage

    In this blog post brain dump, I'll attempt to describe the process my team tries to follow when dealing with new bug reports (specifically, code defect reports). This is not official Microsoft policy, just the way we do things… if you do things differently and want to share, you can do so at the bottom in the comments (or on your blog).Feature Triage TeamA subset of the feature crew, the triage team (which has representations from the PM, Dev and QA disciplines), looks at all unassigned bugs at regular intervals. This can be weekly or daily (or other frequency) dependent on which part of the product cycle we are in and what the untriaged bug load looks like. They discuss each bug considering the evidence and make a decision of whether the bug goes from Not Yet Assigned to Assigned (plus the name of the DEV to fix this) or whether it goes from Active to Resolved (which means it gets assigned back to the requestor for closure or further debate if they were not present at the triage meeting). Close to critical milestones, the feature triage team needs to further justify bugs they take to additional higher-level triage teams.Bug Opened = Not Yet AssignedSomeone (typically an SDET from the QA team) creates the bug item (e.g. in TFS), ensuring they populate all the relevant fields including: Title, Description, Repro Steps (including the Actual Result at the end of the steps), attachments of code and/or screenshots, Build number that they observed the issue in, regression details if applicable, how it was found, if a test case exists or needs to be created etc. They also indicate their opinion on the Priority and Severity. The bug status is left as Not Yet Assigned."Issue" versus "Fix for issue"The solution to some bugs is easy to determine, e.g. "bug: the column name is misspelled". Obviously the fix is to correct the spelling – still, the triage team should be explicit and enter the correct spelling in the bug's Description. Note that a bad bug name here would be "bug: fix the spelling of the column" (it describes the solution, rather than the problem).Other solutions are trickier to establish, e.g. "bug: the column header is not accessible (can only be clicked on with the mouse, not reached via keyboard)". What is the correct solution here? The last thing to do is leave this undetermined and just assign it to a developer. The solution has to be entered in the description. Behind this type of a bug usually hides a spec defect or a new feature request.The person opening the bug should focus on describing the issue, rather than the solution. The person indicates what the fix is in their opinion by stating the Expected Result (immediately after stating the Actual Result). If they have a complex suggested solution, that should be split out in a separate part, but the triage team has the final say before assigning it. If the solution is lengthy/complicated to describe, the bug can be assigned to the PM. Note: the strict interpretation suggests that any bug with no clear, obvious solution is always a hole in the spec and should always go to the PM. This also ensures the spec gets updated.Not Yet Assigned - Not Yet Assigned (on someone else's plate)If the bug is observed in our feature, but the cause is actually another team, we change the Area Path (which is the way we identify teams in TFS) and leave it as Not Yet Assigned. The triage team may add more comments as appropriate including potentially changing the repro steps. In some cases, we may even resolve the bug in our area path and open a new bug in the area path of the other team.Even though there is no action on a dev on the team, the bug still needs to be tracked. One way of doing this is to implement some notification system that informs the team when the tracked bug changed status; another way is to occasionally run a global query (against all area paths) for bugs that have been opened by a member of the team and follow up with the current owners for stale bugs.Not Yet Assigned - ResolvedThis state transition can only be made by the Feature Triage Team.0. Sometimes the bug description is not clear and in that case it gets Resolved as More Information Needed, so the original requestor can provide it.After understanding what the bug item is about, the first decision is to determine whether it needs to go to a dev.1. If it is a known bug, it gets resolved as "Duplicate" and linked to the existing bug.2. If it is "By Design" it gets resolved as such, indicating that the triage team does not think this is a bug.3. If the bug does not repro on latest bits, it is resolved as "No Repro"4. The most painful: If it is decided that we cannot fix it for this release it gets resolved as "Postponed" or "Won't Fix". The former is typically due to resources and time constraints, while the latter is due to deciding that it is not important enough to consume our resources in any release (yes, not all bugs must be fixed!). For both cases, there are other factors that contribute to the decision such as: existence of a reasonable workaround, frequency we expect users to encounter the issue, dependencies on other team to offer a solution, whether it breaks a core scenario, whether it prohibits customer feedback on a major feature, is it a regression from a previous release, impact of the fix on other partner teams (e.g. User Education, User Experience, Localization/Globalization), whether this is the right fix, does the fix impact performance goals, and last but not least, severity of bug (e.g. loss of customer data, security threat, crash, hang). The bar for fixing a bug goes up as the release date approaches. The triage team becomes hardnosed about which bugs to take, while the developers are busy resolving assigned bugs thus everyone drives for Zero Bug Bounce (ZBB). ZBB is when you have 0 active bugs older than 48 hours.Not Yet Assigned - AssignedIf the bug is something we decide to fix in this release and the solution is known, then it is assigned to a DEV. This is either the developer that will do the work, or a Lead that can further assign it to one of his developer team based on a load balancing algorithm of their choosing.Sometimes, the triage team needs the dev to do some investigation work before deciding whether to take the fix; similarly, the checkin for the fix may be gated on code review by the triage team. In these cases, these instructions are provided in the comments section of the bug and when the developer is done they notify the triage team for final decision.Additionally, a Priority and Severity (from 0 to 4) has to be entered, e.g. a P0 means "drop anything you are doing and fix this now" whereas a P4 is something you get to after all P0,1,2,3 bugs are fixed.From a testing perspective, if the bug was found through ad-hoc testing or an external team, the decision is made whether test cases should be added to avoid future regressions. This is communicated to the QA team.Assigned - ResolvedWhen the developer receives the bug (they should be checking daily for new bugs on their plate looking at bugs in order of priority and from older to newer) they can send it back to triage if the information is not clear. Otherwise, they investigate the bug, setting the Sub Status to "Investigating"; if they cannot make progress, they set the Sub Status to "Blocked" and discuss this with triage or whoever else can help them get unblocked. Once they are unblocked, they set the Sub Status to "Working on Solution"; once they are code complete they send a code review request, setting the Sub Status to "Fix Available". After the iterative code review process is over and everyone is happy with the fix, the developer checks it in and changes the state of the bug from Active (and Assigned to them) to Resolved (and Assigned to someone else).The developer needs to ensure that when the status is changed to Resolved that it is assigned to a QA person. For example, maybe the PM opened the bug, but it should be a QA person that will verify the fix - the developer needs to manually change the assignee in that case. Typically the QA person will send an email to the original requestor notifying them that the fix is verified.Resolved - ??In all cases above, note that the final state was Resolved. What happens after that? The final step should be Closed. The bug is closed once the QA person verifying the fix is happy with it. If the person is not happy, then they change the state from Resolved to Active, thus sending it back to the developer. If the developer and QA person cannot reach agreement, then triage can be brought into it. An easy way to do that is change the status back to Not Yet Assigned with appropriate comments so the triage team can re-review.It is important to note that only QA can close a bug. That means that if the opener of the bug was a PM, when the bug gets resolved by the dev it may land on the PM's plate and after a quick review, the PM would re-assign to an SDET, which is the only role that can close bugs. One exception to this is if the person that filed the bug is external: in that case, we leave it Resolved and assigned to them and also send them a notification that they need to verify the fix. Another exception is if specialized developer knowledge is needed for verifying the bug fix (e.g. it was a refactoring suggestion bug typically not observable by the user) in which case it is fine to have a developer verify the fix, and ideally a different developer to the one that opened the bug.Other links on bug triageA quick search reveals that others have talked about this subject, e.g. here, here, here, here and here.Your take?If you have other best practices your team uses to deal with incoming bug reports, feel free to share in the comments below or on your blog. Comments about this post welcome at the original blog.

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  • Ada and 'The Book'

    - by Phil Factor
    The long friendship between Charles Babbage and Ada Lovelace created one of the most exciting and mysterious of collaborations ever to have resulted in a technological breakthrough. The fireworks that created by the collision of two prodigious mathematical and creative talents resulted in an invention, the Analytical Engine, which went on to change society fundamentally. However, beyond that, we just don't know what the bulk of their collaborative work was about:;  it was done in strictest secrecy. Even the known outcome of their friendship, the first programmable computer, was shrouded in mystery. At the time, nobody, except close friends and family, had any idea of Ada Byron's contribution to the invention of the ‘Engine’, and how to program it. Her great insight was published in August 1843, under the initials AAL, standing for Ada Augusta Lovelace, her title then being the Countess of Lovelace. It was contained in a lengthy ‘note’ to her translation of a publication that remains the best description of Babbage's amazing Analytical Engine. The secret identity of the person behind those enigmatic initials was finally revealed by Prince de Polignac who, seventy years later, wrote to Ada's daughter to seek confirmation that her mother had, indeed, been the author of the brilliant sentences that described so accurately how Babbage's mechanical computer could be programmed with punch-cards. L.F. Menabrea's paper on the Analytical Engine first appeared in the 'Bibliotheque Universelle de Geneve' in October 1842, and Ada translated it anonymously for Taylor's 'Scientific Memoirs'. Charles Babbage was surprised that she had not written an original paper as she already knew a surprising amount about the way the machine worked. He persuaded her to at least write some explanatory notes. These notes ended up extending to four times the length of the original article and represented the first published account of how a machine could be programmed to perform any calculation. Her example of programming the Bernoulli sequence would have worked on the Analytical engine had the device’s construction been completed, and gave Ada an unassailable claim to have invented the art of programming. What was the reason for Ada's secrecy? She was the only legitimate child of Lord Byron, who was probably the best known celebrity of the age, so she was already famous. She was a senior aristocrat, with titles, a fortune in money and vast estates in the Midlands. She had political influence, and was the cousin of Lord Melbourne, who was the Prime Minister at that time. She was friendly with the young Queen Victoria. Her mathematical activities were a pastime, and not one that would be considered by others to be in keeping with her roles and responsibilities. You wouldn't dare to dream up a fictional heroine like Ada. She was dazzlingly beautiful and talented. She could speak several languages fluently, and play some musical instruments with professional skill. Contemporary accounts refer to her being 'accomplished in science, art and literature'. On top of that, she was a brilliant mathematician, a talent inherited from her mother, Annabella Milbanke. In her mother's circle of literary and scientific friends was Charles Babbage, and Ada's friendship with him dates from her teenage zest for Mathematics. She was one of the first people he'd ever met who understood what he had attempted to achieve with the 'Difference Engine', and with whom he could converse as intellectual equals. He arranged for her to have an education from the most talented academics in the country. Ada melted the heart of the cantankerous genius to the point that he became a faithful and loyal father-figure to her. She was one of the very few who could grasp the principles of the later, and very different, ‘Analytical Engine’ which was designed from the start to tackle a variety of tasks. Sadly, Ada Byron's life ended less than a decade after completing the work that assured her long-term fame, in November 1852. She was dying of cancer, her gambling habits had caused her to run up huge debts, she'd had more than one affairs, and she was being blackmailed. Her brilliant but unempathic mother was nursing her in her final illness, destroying her personal letters and records, and repaying her debts. Her husband was distraught but helpless. Charles Babbage, however, maintained his steadfast paternalistic friendship to the end. She appointed her loyal friend to be her executor. For years, she and Babbage had been working together on a secret project, known only as 'The Book'. We have a clue to what it was in a letter written by her nine years earlier, on 11th August 1843. It was a joint project by herself and Lord Lovelace, her husband, and was intended to involve Babbage's 'undivided energies'. It involved 'consulting your Engine' (it required Babbage’s computer). The letter gives no hint about the project except for the high-minded nature of its purpose, and its highly mathematical nature.  From then on, the surviving correspondence between the two gives only veiled references to 'The Book'. There isn't much, since Babbage later destroyed any letters that could have damaged her reputation within the Establishment. 'I cannot spare the book today, which I am very sorry for. At the moment I want it for constant reference, but I think you can have it tomorrow' (Oct 1844)  And 'I will send you the book directly, and you can say, when you receive it, how long you will want to keep it'. (Nov 1844)  The two of them were obviously intent on the work: She writes, four years later, 'I have an engagement for Wednesday which will prevent me from attending to your wishes about the book' (Dec 1848). This was something that they both needed to work on, but could not do in parallel: 'I will send the book on Tuesday, and it can be left with you till Friday' (11 Feb 1849). After six years work, it had been so well-handled that it was beginning to fall apart: 'Don't forget the new cover you promised for the book. The poor book is very shabby and wants one' (20 Sept 1849). So what was going on? The word 'book' was not a code-word: it was a real book, probably a 'printer's blank', plain paper, but properly bound so printers and publishers could show off how the published work might look. The hints from the correspondence are of advanced mathematics. It is obvious that the book was travelling between them, back and forth, each one working on it for less than a week before passing it back. Ada and her husband were certainly involved in gambling large sums of money on the horses, and so most biographers have concluded that the three of them were trying to calculate the mathematical odds on the horses. This theory has three large problems. Firstly, Ada's original letter proposing the project refers to its high-minded nature. Babbage was temperamentally opposed to gambling and would scarcely have given so much time to the project, even though he was devoted to Ada. Secondly, Babbage would have very soon have realized the hopelessness of trying to beat the bookies. This sort of betting never attracts his type of intellectual background. The third problem is that any work on calculating the odds on horses would not need a well-thumbed book to pass back and forth between them; they would have not had to work in series. The original project was instigated by Ada, along with her husband, William King-Noel, 1st Earl of Lovelace. Charles Babbage was invited to join the project after the couple had come up with the idea. What could William have contributed? One might assume that William was a Bertie Wooster character, addicted only to the joys of the turf, but this was far from the truth. He was a scientist, a Cambridge graduate who was later elected to be a Fellow of the Royal Society. After Eton, he went to Trinity College, Cambridge. On graduation, he entered the diplomatic service and acted as secretary under Lord Nugent, who was Lord Commissioner of the Ionian Islands. William was very friendly with Babbage too, able to discuss scientific matters on equal terms. He was a capable engineer who invented a process for bending large timbers by the application of steam heat. He delivered a paper to the Institution of Civil Engineers in 1849, and received praise from the great engineer, Isambard Kingdom Brunel. As well as being Lord Lieutenant of the County of Surrey for most of Victoria's reign, he had time for a string of scientific and engineering achievements. Whatever the project was, it is unlikely that William was a junior partner. After Ada's death, the project disappeared. Then, two years later, Babbage, through one of his occasional outbursts of temper, demonstrated that he was able to decrypt one of the most powerful of secret codes, Vigenère's autokey cipher.  All contemporary diplomatic and military messages used a variant of this cipher. Babbage had made three important discoveries, namely, the mathematical law of this cipher, the principle of the key periodicity, and the technique of the symmetry of position. The technique is now known as the Kasiski examination, also called the Kasiski test, but Babbage got there first. At one time, he listed amongst his future projects, the writing of a book 'The Philosophy of Decyphering', but it never came to anything. This discovery was going to change the course of history, since it was used to decipher the Russians’ military dispatches in the Crimean war. Babbage himself played a role during the Crimean War as a cryptographical adviser to his friend, Rear-Admiral Sir Francis Beaufort of the Admiralty. This is as much as we can be certain about in trying to make sense of the bulk of the time that Charles Babbage and Ada Lovelace worked together. Nine years of intensive work, involving the 'Engine' and a great deal of mathematics and research seems to have been lost: or has it? I've argued in the past http://www.simple-talk.com/community/blogs/philfactor/archive/2008/06/13/59614.aspx that the cracking of the Vigenère autokey cipher, was a fundamental motive behind the British Government's support and funding of the 'Difference Engine'. The Duke of Wellington, whose understanding of the military significance of being able to read enemy dispatches, was the most steadfast advocate of the project. If the three friends were actually doing the work of cracking codes by mathematical techniques that used the techniques of key periodicity, and symmetry of position (the use of a book being passed quickly to and fro is very suggestive), intending to then use the 'Engine' to do the routine cracking of each dispatch, then this is a rather different story. The project was Ada and William's idea. (William had served in the diplomatic service and would be familiar with the use of codes). This makes Ada Lovelace the initiator of a project which, by giving both Britain, and probably the USA, a diplomatic and military advantage in the second part of the Nineteenth century, changed world history. Ada would never have wanted any credit for cracking the cipher, and developing the method that rendered all contemporary military and diplomatic ciphering techniques nugatory; quite the reverse. And it is clear from the gaps in the record of the letters between the collaborators that the evidence was destroyed, probably on her request by her irascible but intensely honorable executor, Charles Babbage. Charles Babbage toyed with the idea of going public, but the Crimean war put an end to that. The British Government had a valuable secret, and intended to keep it that way. Ada and Charles had quite often discussed possible moneymaking projects that would fund the development of the Analytic Engine, the first programmable computer, but their secret work was never in the running as a potential cash cow. I suspect that the British Government was, even then, working on the concealment of a discovery whose value to the nation depended on it remaining so. The success of code-breaking in the Crimean war, and the American Civil war, led to the British and Americans  subsequently giving much more weight and funding to the science of decryption. Paradoxically, this makes Ada's contribution even closer to the creation of Colossus, the first digital computer, at Bletchley Park, specifically to crack the Nazi’s secret codes.

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  • OFM 11g: Implementing OAM SSO with Forms

    - by olaf.heimburger
    There is some confusion about the integration of OFM 11g Forms with Oracle Access Manager 11g (OAM). Some say this does not work, some say it works, but.... Actually, having implemented it many times I belong to the later group. Here is how. Caveat Before you start installing anything, take a step back and consider your current implementation and what you really need and want to achieve. The current integration of Forms 11g with OAM 11g does not support self-service account creation and password resets from the Forms application. If you really need this, you must use the existing Oracle AS 10.1.4.3 infrastructure. On the other hand, if your user population is pretty stable, you can enjoy the latest Forms 11g with OAM 11g. Assumptions The whole process should be done in one day. I assume that all domains and instances are started during setup, if you need to restart them on demand or purpose, be sure to have proper start/stop scripts, I don't mention them. Preparation It goes without saying, that you always should do a proper backup before you change anything on your production environment. With proper backup, I also mean a tested and verified restore process. If you dared to test it before, do it now. It pays off. Requirements For OAM 11g to work properly you need a LDAP repository. For the integration of Forms 11g you need an Oracle Internet Directory (OID) configured with the Oracle AS SSO LDAP extensions. For better support I usually give the latest version a try, in this case OID 11g is a good choice.During the Installation and Integration steps we use an upgrade wizard that needs the old OID configuration on the same host but in a different ORACLE_HOME. Installation vs Configuration With OFM 11g Oracle introduced a clear separation between Installation of the binaries (the software) and the Configuration of the instances (the runtime). This is really great as you can install all the software and create new instances when needed. In the following we adhere to this scheme and install the software first and then configure the instances later. Installation Steps The Oracle documentation contains all the necessary steps for the installation of all pieces of software. But some hints help to avoid traps and pitfalls. Step 1 The Database Start the installation with the database. It is quite obvious but we need an Oracle database for all the other steps. If you have one at hand, fine. If not, just install at least a Oracle 10.2.0.4 version. This database can be on a different host. Step 2 The Repository Creation Utility The next step should be to run the Repository Creation Utility (RCU). This is a client application that just needs to connect to your database. It can be run on any host that can reach the database and is a Windows or Linux 32-bit machine. When you run it, be sure to install the OID schema and the OAM schema. If you miss one of these, you can run the RCU again to install the missing schema. Step 3 The Foundation With OFM 11g Oracle started to use WebLogic Server 11g (WLS) as its foundation for all OFM 11g installation. We therefore install it first. Depending on your operating system, it might be possible, that no native installer is available. My approach to this dilemma is to use the WLS Generic Installer for all my installations. It does not include a JDK either but if you have both for your platform you are ready to go. Step 3a The JDK To make things interesting, Oracle currently has two JDKs in its portfolio. The Sun JDK and the JRockit JDK. Both are available for a number of platforms. If you are lucky and both are available for your platform, install both in a separate directory (and not one of your ORACLE_HOMEs) each, You can use the later as you like. Step 3b Install WLS for OID and OAM With the JDK installed, we start the generic installer with java -jar wls_generic.jar.STOP! Before you do this, check the version first. It should be 1.6.0_18 or later and not the GCC one (Some Linux distros have it installed by default). To verify the version, issue a java -version command and make sure that the output does not contain the text gcj and the version matches. If this does not work, use an absolute path like /opt/java/jdk1.6.0_23/bin/java to start the installer. The installer allows you to specify a path to install the software into, say /opt/oracle/iam/11.1.1.3 for the OID and OAM installation. We will call this IAM_HOME. Step 4 Install OID Now we are ready to install OID. Start the OID installer (in the Disk1 directory) and just select the installation only step. This will install the software only and does not configure the instance. Use the IAM_HOME as the target directory. Step 5 Install SOA Suite The IAM 11g Suite uses the BPEL component of the SOA Suite 11g for its workflows. This is a pretty closed environment and not to be used for SCA Composites. We install the SOA Suite in $IAM_HOME/soa. The installer only installs the binaries. Configuration will be done later. Step 6 Install OAM Once the installation of OID and SOA is done, we are ready to install the OAM software in the same IAM_HOME. Make sure to install the OAM binaries in a directory different from the one you used during the OID and SOA installation. As before, we only install the software, the instance will be created later. Step 7 Backup the Installation At this point, I normally do a backup (or snapshot in a virtual image) of the installation. Good when you need to go back to this point. Step 8 Configure OID The software is installed and now we need instances to run it. This process is called configuration. For OID use the config.sh found in $IAM_HOME/oid/bin to start the configuration wizard. Normally this runs smoothly. If you encounter some issues check the Oracle Support site for help. This configuration will also start the OID instance. Step 9 Install the Oracle AS SSO Schema Before we install the Forms software we need to install the Oracle AS SSO Schema into the database and OID. This is a rather dangerous procedure, but fully documented in the IAM Installation Guide, Chapter 10. You should finish this in one go, do not reboot your host during the whole procedure. As a precaution, you should make a backup of the OID instance before you start the procedure. Once the backup is ready, read the chapter, including every note, carefully. You can avoid a number of issues by following all the steps and will succeed with a working solution. Step 10 Configure OAM Reached this step? Great. You are ready to create an OAM instance. Use the $IAM_HOME/iam/common/binconfig.sh for this. This will open the WLS Domain Creation Wizard and asks for the libraries to be installed. You should at least select the OAM with Database repository item. The configuration will also start the OAM instance. Step 11 Install WLS for Forms 11g It is quite tempting to install everything in one ORACLE_HOME. Unfortunately this does not work for all OFM packages. Therefore we do another WLS installation in another ORACLE_HOME. The same considerations as in step 3b apply. We call this one FORMS_HOME. Step 12 Install Forms In the FORMS_HOME we now install the binaries for the Forms 11g software. Again, this is a install only step. Configuration starts with the next step. Step 13 Configure Forms To configure Forms 11g we start the Configuration Wizard (config.sh) in FORMS_HOME/bin. This wizard should create a new WebLogic Domain and an OHS instance! Do not extend existing domains or instances! Forms should run in its own instances! When all information is supplied, the wizard will create the domain and instance and starts them automatically.Step 14 Setup your Forms SSO EnvironmentOnce you have implemented and tested your Forms 11g instance, you can configured it for SSO. Yes, this requires the old Oracle AS SSO solution, OIDDAS for creating and assigning users and SSO to setup your partner applications. In this step you should consider to create every user necessary for use within the environment. When done, do not forget to test it. Step 15 Migrate the SSO Repository Since the final goal is to get rid of the old SSO implementation we need to migrate the old SSO repository into the new OID structure. Additionally, this step will also migrate all partner application configurations into OAM 11g. Quite convenient. To do this step, you have to start the upgrade agent (ua or ua.bat or ua.cmd) on the operating system level in $IAM_HOME/bin. Once finished, this wizard will create new osso.conf files for each partner application in $IAM_HOME/upgrade/temp/oam/.Note: At the time of this writing, this step only works if everything is on the same host (ie. OID, OAM, etc.). This restriction might be lifted in later releases. Step 16 Change your OHS sso.conf and shut down OC4J_SECURITY In Step 14 we verified that SSO for our Forms environment works fine. Now, we are shutting the old system done and reconfigure the OHS that acts as the Forms entry point. First we go to the OHS configuration directory and rename the old osso.conf  to osso.conf.10g. Now we change the moduleconf/mod_osso.conf  to point to the new osso.conf file. Copy the new osso.conf  file from $IAM_HOME/upgrade/temp/oam/ to the OHS configuration directory. Restart OHS, test forms by using the same forms links. OAM should now kick in and show the login dialog to ask for your user credentials.Done. Now your Forms environment is successfully integrated with OAM 11g.Enjoy. What's Next? This rather lengthy setup is just the foundation for your growing environment of OAM 11g protections. In the next entry we will show that Forms 11g and ADF Faces 11g can use the same OAM installation and provide real single sign-on. References Nearly everything is documented. Use the documentation! Oracle® Fusion Middleware Installation Guide for Oracle Identity Management 11gR1 Oracle® Fusion Middleware Installation Guide for Oracle Identity Management 11gR1, Chapter 11-14 Oracle® Fusion Middleware Administrator's Guide for Oracle Access Manager 11gR1, Appendix B Oracle® Fusion Middleware Upgrade Guide for Oracle Identity Management 11gR1, Chapter 10   

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  • Who writes the words? A rant with graphs.

    - by Roger Hart
    If you read my rant, you'll know that I'm getting a bit of a bee in my bonnet about user interface text. But rather than just yelling about the way the world should be (short version: no UI text would suck), it seemed prudent to actually gather some data. Rachel Potts has made an excellent first foray, by conducting a series of interviews across organizations about how they write user interface text. You can read Rachel's write up here. She presents the facts as she found them, and doesn't editorialise. The result is insightful, but impartial isn't really my style. So here's a rant with graphs. My method, and how it sucked I sent out a short survey. Survey design is one of my hobby-horses, and since some smartarse in the comments will mention it if I don't, I'll step up and confess: I did not design this one well. It was potentially ambiguous, implicitly excluded people, and since I only really advertised it on Twitter and a couple of mailing lists the sample will be chock full of biases. Regardless, these were the questions: What do you do? Select the option that best describes your role What kind of software does your organization make? (optional) In your organization, who writes the text on your software user interfaces? (for example: button names, static text, tooltips, and so on) Tick all that apply. In your organization who is responsible for user interface text? Who "owns" it? The most glaring issue (apart from question 3 being a bit broken) was that I didn't make it clear that I was asking about applications. Desktop, mobile, or web, I wouldn't have minded. In fact, it might have been interesting to categorize and compare. But a few respondents commented on the seeming lack of relevance, since they didn't really make software. There were some other issues too. It wasn't the best survey. So, you know, pinch of salt time with what follows. Despite this, there were 100 or so respondents. This post covers the overview, and you can look at the raw data in this spreadsheet What did people do? Boring graph number one: I wasn't expecting that. Given I pimped the survey on twitter and a couple of Tech Comms discussion lists, I was more banking on and even Content Strategy/Tech Comms split. What the "Others" specified: Three people chipped in with Technical Writer. Author, apparently, doesn't cut it. There's a "nobody reads the instructions" joke in there somewhere, I'm sure. There were a couple of hybrid roles, including Tech Comms and Testing, which sounds gruelling and thankless. There was also, an Intranet Manager, a Creative Director, a Consultant, a CTO, an Information Architect, and a Translator. That's a pretty healthy slice through the industry. Who wrote UI text? Boring graph number two: Annoyingly, I made this a "tick all that apply" question, so I can't make crude and inflammatory generalizations about percentages. This is more about who gets involved in user interface wording. So don't panic about the number of developers writing UI text. First off, it just means they're involved. Second, they might be good at it. What? It could happen. Ours are involved - they write a placeholder and flag it to me for changes. Sometimes I don't make any. It's also not surprising that there's so much UX in the mix. Some of that will be people taking care, and crafting an understandable interface. Some of it will be whatever text goes on the wireframe making it into production. I'm going to assume that's what happened at eBay, when their iPhone app purportedly shipped with the placeholder text "Some crappy content goes here". Ahem. Listing all 17 "other" responses would make this post lengthy indeed, but you can read them in the raw data spreadsheet. The award for the approach that sounds the most like a good idea yet carries the highest risk of ending badly goes to whoever offered up "External agencies using focus groups". If you're reading this, and that actually works, leave a comment. I'm fascinated. Who owned UI text Stop. Bar chart time: Wow. Let's cut to the chase, and by "chase", I mean those inflammatory generalizations I was talking about: In around 60% of cases the person responsible for user interface text probably lacks the relevant expertise. Even in the categories I count as being likely to have relevant skills (Marketing Copywriters, Content Strategists, Technical Authors, and User Experience Designers) there's a case for each role being unsuited, as you'll see in Rachel's blog post So it's not as simple as my headline. Does that mean that you personally, Mr Developer reading this, write bad button names? Of course not. I know nothing about you. It rather implies that as a category, the majority of people looking after UI text have neither communication nor user experience as their primary skill set, and as such will probably only be good at this by happy accident. I don't have a way of measuring those frequency of those accidents. What the Others specified: I don't know who owns it. I assume the project manager is responsible. "copywriters" when they wish to annoy me. the client's web maintenance person, often PR or MarComm That last one chills me to the bone. Still, at least nobody said "the work experience kid". You can see the rest in the spreadsheet. My overwhelming impression here is of user interface text as an unloved afterthought. There were fewer "nobody" responses than I expected, and a much broader split. But the relative predominance of developers owning and writing UI text suggests to me that organizations don't see it as something worth dedicating attention to. If true, that's bothersome. Because the words on the screen, particularly the names of things, are fundamental to the ability to understand an use software. It's also fascinating that Technical Authors and Content Strategists are neck and neck. For such a nascent discipline, Content Strategy appears to have made a mark on software development. Or my sample is skewed. But it feels like a bit of validation for my rant: Content Strategy is eating Tech Comms' lunch. That's not a bad thing. Well, not if the UI text is getting done well. And that's the caveat to this whole post. I couldn't care less who writes UI text, provided they consider the user and don't suck at it. I care that it may be falling by default to people poorly disposed to doing it right. And I care about that because so much user interface text sucks. The most interesting question Was one I forgot to ask. It's this: Does your organization have technical authors/writers? Like a lot of survey data, that doesn't tell you much on its own. But once we get a bit dimensional, it become more interesting. So taken with the other questions, this would have let me find out what I really want to know: What proportion of organizations have Tech Comms professionals but don't use them for UI text? Who writes UI text in their place? Why this happens? It's possible (feasible is another matter) that hundreds of companies have tech authors who don't work on user interfaces because they've empirically discovered that someone else, say the Marketing Copywriter, is better at it. And once we've all finished laughing, I'll point out that I've met plenty of tech authors who just aren't used to thinking about users at the point of need in the way UI text and embedded user assistance require. If you've got what I regard, perhaps unfairly, as the bad kind of tech author - the old-school kind with the thousand-page pdf and the grammar obsession - if you've got one of those then you probably are better off getting the UX folk or the copywriters to do your UI text. At the very least, they'll derive terminology from user research.

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  • Highlighting rows and columns in an HTML table using JQuery

    - by nikolaosk
    A friend of mine was seeking some help regarding HTML tables and JQuery. I have decided to write a few posts demonstrating the various techniques I used with JQuery to achieve the desired functionality. ?here are other posts in my blog regarding JQuery.You can find them all here.I have received some comments from visitors of this blog that are "complaining" about the length of the blog posts. I will not write lengthy posts anymore...I mean I will try not to do so..We will demonstrate this with a step by step example. I will use Visual Studio 2012 Ultimate. You can also use Visual Studio 2012 Express Edition. You can also use VS 2010 editions. 1) Launch Visual Studio. Create an ASP.Net Empty Web application. Choose an appropriate name for your application.2) Add a web form, default.aspx page to the application.3) Add a table from the HTML controls tab control (from the Toolbox) on the default.aspx page4) Now we need to download the JQuery library. Please visit the http://jquery.com/ and download the minified version.5) We will add a stylesheet to the application (Style.css)5) Obviously at some point we need to reference the JQuery library and the external stylesheet. In the head section ? add the following lines.   <link href="Style.css" rel="stylesheet" type="text/css" />       <script src="jquery-1_8_2_min.js" type="text/javascript"></script> 6) Now we need to highlight the rows when the user hovers over them.7) First we need to type the HTML markup<body>    <form id="form1" runat="server">    <div>        <h1>Liverpool Legends</h1>        <table style="width: 50%;" border="1" cellpadding="10" cellspacing ="10">            <thead>                <tr><th>Defenders</th><th>MidFielders</th><th>Strikers</th></tr>            </thead>            <tbody>            <tr>                <td>Alan Hansen</td>                <td>Graeme Souness</td>                <td>Ian Rush</td>            </tr>            <tr>                <td>Alan Kennedy</td>                <td>Steven Gerrard</td>                <td>Michael Owen</td>            </tr>            <tr>                <td>Jamie Garragher</td>                <td>Kenny Dalglish</td>                <td>Robbie Fowler</td>            </tr>            <tr>                <td>Rob Jones</td>                <td>Xabi Alonso</td>                <td>Dirk Kuyt</td>            </tr>                </tbody>        </table>            </div>    </form></body>8) Now we need to write the simple rules in the style.css file.body{background-color:#eaeaea;}.hover { background-color:#42709b; color:#ff6a00;} 8) Inside the head section we also write the simple JQuery code.  <script type="text/javascript"> $(document).ready(function() { $('tr').hover( function() { $(this).find('td').addClass('hover'); }, function() { $(this).find('td').removeClass('hover'); } ); }); </script>9) Run your application and see the row changing background color and text color every time the user hovers over it. Let me explain how this functionality is achieved.We have the .hover style rule in the style.css file that contains some properties that define the background color value and the color value when the mouse will be hovered on the row.In the JQuery code we do attach the hover() event to the tr elements.The function that is called when the hovering takes place, we search for the td element and through the addClass function we apply the styles defined in the .hover class rule in the style.css file.I remove the .hover rule styles with the removeClass function. Now let's say that we want to highlight only alternate rows of the table.We need to add another rule in the style.css.alternate { background-color:#42709b; color:#ff6a00;} The JQuery code (comment out the previous JQuery code) follows  <script type="text/javascript">        $(document).ready(function() {                     $('table tr:odd').addClass('alternate');        });    </script>  When I run my application through VS I see the following result You can do that with columns as well. You can highlight alternate columns as well.The JQuery code (comment out the previous JQuery code) follows  <script type="text/javascript">        $(document).ready(function() {                      $('td:nth-child(odd)').addClass('alternate');        });    </script>  In this script I use the nth-child() method in the JQuery code.This method retrieves all the elements that are nth children of their parent.Have a look at the picture below to see the resultsYou can also change color to each individual cell when hovered on.The JQuery code (comment out the previous JQuery code) follows    <script type="text/javascript">        $(document).ready(function() {          $('td').hover(                  function() {                 $(this).addClass('hover');               },                function() {                    $(this).removeClass('hover');                }                );        });    </script> Have a look at the picture below to see the results. Hope it helps!!!

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  • Building Enterprise Smartphone App &ndash; Part 4: Application Development Considerations

    - by Tim Murphy
    This is the final part in a series of posts based on a talk I gave recently at the Chicago Information Technology Architects Group.  Feel free to leave feedback. Application Development Considerations Now we get to the actual building of your solutions.  What are the skills and resources that will be needed in order to develop a smartphone application in the enterprise? Language Knowledge One of the first things you need to consider when you are deciding which platform language do you either have the most in house skill base or can you easily acquire.  If you already have developers who know Java or C# you may want to use either Android or Windows Phone.  You should also take into consideration the market availability of developers.  If your key developer leaves how easy is it to find a knowledgeable replacement? A second consideration when it comes to programming languages is the qualities exposed by the languages of a particular platform.  How well does that development language and its associated frameworks support things like security and access to the features of the smartphone hardware?  This will play into your overall cost of ownership if you have to create this infrastructure on your own. Manage Limited Resources Everything is limited on a smartphone: battery, memory, processing power, network bandwidth.  When developing your applications you will have to keep your footprint as small as possible in every way.  This means not running unnecessary processes in the background that will drain the battery or pulling more data over the airwaves than you have to.  You also want to keep your on device in as compact a format as possible. Mobile Design Patterns There are a number of design patterns that have either come to life because of smartphone development or have been adapted for this use.  The main pattern in the Windows Phone environment is the MVVM (Model-View-View-Model).  This is great for overall application structure and separation of concerns.  The fun part is trying to keep that separation as pure as possible.  Many of the other patterns may or may not have strict definitions, but some that you need to be concerned with are push notification, asynchronous communication and offline data storage. Real estate is limited on smartphones and even tablets. You are also limited in the type of controls that can be represented in the UI. This means rethinking how you modularize your application. Typing is also much harder to do so you want to reduce this as much as possible.  This leads to UI patterns.  While not what we would traditionally think of as design patterns the guidance each platform has for UI design is critical to the success of your application.  If user find the application difficult navigate they will not use it. Development Process Because of the differences in development tools required, test devices and certification and deployment processes your teams will need to learn new way of working together.  This will include the need to integrate service contracts of back-end systems with mobile applications.  You will also want to make sure that you present consistency across different access points to corporate data.  Your web site may have more functionality than your smartphone application, but it should have a consistent core set of functionality.  This all requires greater communication between sub-teams of your developers. Testing Process Testing of smartphone apps has a lot more to do with what happens when you lose connectivity or if the user navigates away from your application. There are a lot more opportunities for the user or the device to perform disruptive acts.  This should be your main testing concentration aside from the main business requirements.  You will need to do things like setting the phone to airplane mode and seeing what the application does in order to weed out any gaps in your handling communication interruptions. Need For Outside Experts Since this is a development area that is new to most companies the need for experts is a lot greater. Whether these are consultants, vendor representatives or just development community forums you will need to establish expert contacts. Nothing is more dangerous for your project timelines than a lack of knowledge.  Make sure you know who to call to avoid lengthy delays in your project because of knowledge gaps. Security Security has to be a major concern for enterprise applications. You aren't dealing with just someone's game standings. You are dealing with a companies intellectual property and competitive advantage. As such you need to start by limiting access to the application itself.  Once the user is in the app you need to ensure that the data is secure at all times.  This includes both local storage and across the wire.  This means if a platform doesn’t natively support encryption for these functions you will need to find alternatives to secure your data.  You also need to keep secret (encryption) keys obfuscated or locked away outside of the application. People can disassemble the code otherwise and break your encryption. Offline Capabilities As we discussed earlier one your biggest concerns is not having connectivity.  Because of this a good portion of your code may be dedicated to handling loss of connection and reconnection situations.  What do you do if you lose the network?  Back up all your transactions and store of any supporting data so that operations can continue off line. In order to support this you will need to determine the available flat file or local data base capabilities of the platform.  Any failed transactions will need to support a retry mechanism whether it is automatic or user initiated.  This also includes your services since they will need to be able to roll back partially completed transactions.  What ever you do, don’t ignore this area when you are designing your system. Deployment Each platform has different deployment capabilities. Some are more suited to enterprise situations than others. Apple's approach is probably the most mature at the moment. Prior to the current generation of smartphone platforms it would have been Windows CE. Windows Phone 7 has the limitation that the app has to be distributed through the same network as public facing applications. You mark them as private which means that they are only accessible by a direct URL. Unfortunately this does not make them undiscoverable (although it is very difficult). This will change with Windows Phone 8 where companies will be able to certify their own applications and distribute them.  Given this Windows Phone applications need to be more diligent with application access in order to keep them restricted to the company's employees. My understanding of the Android deployment schemes is that it is much less standardized then either iOS or Windows Phone. Someone would have to confirm or deny that for me though since I have not yet put the time into researching this platform further. Given my limited exposure to the iOS and Android platforms I have not been able to confirm this, but there are varying degrees of user involvement to install and keep applications updated. At one extreme the user just goes to a website to do the install and in other case they may need to download files and perform steps to install them. Future Bluetooth Today we use Bluetooth for keyboards, mice and headsets.  In the future it could be used to interrogate car computers or manufacturing systems or possibly retail machines by service techs.  This would open smartphones to greater use as a almost a Star Trek Tricorder.  You would get you all your data as well as being able to use it as a universal remote for just about any device or machine. Better corporation controlled deployment At least in the Windows Phone world the upcoming release of Windows Phone 8 will include a private certification and deployment option that is currently not available with Windows Phone 7 (Mango). We currently have to run the apps through the Marketplace certification process and use a targeted distribution method. Platform independent approaches HTML5 and JavaScript with Web Service has become a popular topic lately for not only creating flexible web site, but also creating cross platform mobile applications.  I’m not yet convinced that this lowest common denominator approach is viable in most cases, but it does have it’s place and seems to be growing.  Be sure to keep an eye on it. Summary From my perspective enterprise smartphone applications can offer a great competitive advantage to many companies.  They are not cheap to build and should be approached cautiously.  Understand the factors I have outlined in this series, do you due diligence and see if there is a portion of your business that can benefit from the mobile experience. del.icio.us Tags: Architecture,Smartphones,Windows Phone,iOS,Android

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  • HTG Reviews the CODE Keyboard: Old School Construction Meets Modern Amenities

    - by Jason Fitzpatrick
    There’s nothing quite as satisfying as the smooth and crisp action of a well built keyboard. If you’re tired of  mushy keys and cheap feeling keyboards, a well-constructed mechanical keyboard is a welcome respite from the $10 keyboard that came with your computer. Read on as we put the CODE mechanical keyboard through the paces. What is the CODE Keyboard? The CODE keyboard is a collaboration between manufacturer WASD Keyboards and Jeff Atwood of Coding Horror (the guy behind the Stack Exchange network and Discourse forum software). Atwood’s focus was incorporating the best of traditional mechanical keyboards and the best of modern keyboard usability improvements. In his own words: The world is awash in terrible, crappy, no name how-cheap-can-we-make-it keyboards. There are a few dozen better mechanical keyboard options out there. I’ve owned and used at least six different expensive mechanical keyboards, but I wasn’t satisfied with any of them, either: they didn’t have backlighting, were ugly, had terrible design, or were missing basic functions like media keys. That’s why I originally contacted Weyman Kwong of WASD Keyboards way back in early 2012. I told him that the state of keyboards was unacceptable to me as a geek, and I proposed a partnership wherein I was willing to work with him to do whatever it takes to produce a truly great mechanical keyboard. Even the ardent skeptic who questions whether Atwood has indeed created a truly great mechanical keyboard certainly can’t argue with the position he starts from: there are so many agonizingly crappy keyboards out there. Even worse, in our opinion, is that unless you’re a typist of a certain vintage there’s a good chance you’ve never actually typed on a really nice keyboard. Those that didn’t start using computers until the mid-to-late 1990s most likely have always typed on modern mushy-key keyboards and never known the joy of typing on a really responsive and crisp mechanical keyboard. Is our preference for and love of mechanical keyboards shining through here? Good. We’re not even going to try and hide it. So where does the CODE keyboard stack up in pantheon of keyboards? Read on as we walk you through the simple setup and our experience using the CODE. Setting Up the CODE Keyboard Although the setup of the CODE keyboard is essentially plug and play, there are two distinct setup steps that you likely haven’t had to perform on a previous keyboard. Both highlight the degree of care put into the keyboard and the amount of customization available. Inside the box you’ll find the keyboard, a micro USB cable, a USB-to-PS2 adapter, and a tool which you may be unfamiliar with: a key puller. We’ll return to the key puller in a moment. Unlike the majority of keyboards on the market, the cord isn’t permanently affixed to the keyboard. What does this mean for you? Aside from the obvious need to plug it in yourself, it makes it dead simple to repair your own keyboard cord if it gets attacked by a pet, mangled in a mechanism on your desk, or otherwise damaged. It also makes it easy to take advantage of the cable routing channels in on the underside of the keyboard to  route your cable exactly where you want it. While we’re staring at the underside of the keyboard, check out those beefy rubber feet. By peripherals standards they’re huge (and there is six instead of the usual four). Once you plunk the keyboard down where you want it, it might as well be glued down the rubber feet work so well. After you’ve secured the cable and adjusted it to your liking, there is one more task  before plug the keyboard into the computer. On the bottom left-hand side of the keyboard, you’ll find a small recess in the plastic with some dip switches inside: The dip switches are there to switch hardware functions for various operating systems, keyboard layouts, and to enable/disable function keys. By toggling the dip switches you can change the keyboard from QWERTY mode to Dvorak mode and Colemak mode, the two most popular alternative keyboard configurations. You can also use the switches to enable Mac-functionality (for Command/Option keys). One of our favorite little toggles is the SW3 dip switch: you can disable the Caps Lock key; goodbye accidentally pressing Caps when you mean to press Shift. You can review the entire dip switch configuration chart here. The quick-start for Windows users is simple: double check that all the switches are in the off position (as seen in the photo above) and then simply toggle SW6 on to enable the media and backlighting function keys (this turns the menu key on the keyboard into a function key as typically found on laptop keyboards). After adjusting the dip switches to your liking, plug the keyboard into an open USB port on your computer (or into your PS/2 port using the included adapter). Design, Layout, and Backlighting The CODE keyboard comes in two flavors, a traditional 87-key layout (no number pad) and a traditional 104-key layout (number pad on the right hand side). We identify the layout as traditional because, despite some modern trapping and sneaky shortcuts, the actual form factor of the keyboard from the shape of the keys to the spacing and position is as classic as it comes. You won’t have to learn a new keyboard layout and spend weeks conditioning yourself to a smaller than normal backspace key or a PgUp/PgDn pair in an unconventional location. Just because the keyboard is very conventional in layout, however, doesn’t mean you’ll be missing modern amenities like media-control keys. The following additional functions are hidden in the F11, F12, Pause button, and the 2×6 grid formed by the Insert and Delete rows: keyboard illumination brightness, keyboard illumination on/off, mute, and then the typical play/pause, forward/backward, stop, and volume +/- in Insert and Delete rows, respectively. While we weren’t sure what we’d think of the function-key system at first (especially after retiring a Microsoft Sidewinder keyboard with a huge and easily accessible volume knob on it), it took less than a day for us to adapt to using the Fn key, located next to the right Ctrl key, to adjust our media playback on the fly. Keyboard backlighting is a largely hit-or-miss undertaking but the CODE keyboard nails it. Not only does it have pleasant and easily adjustable through-the-keys lighting but the key switches the keys themselves are attached to are mounted to a steel plate with white paint. Enough of the light reflects off the interior cavity of the keys and then diffuses across the white plate to provide nice even illumination in between the keys. Highlighting the steel plate beneath the keys brings us to the actual construction of the keyboard. It’s rock solid. The 87-key model, the one we tested, is 2.0 pounds. The 104-key is nearly a half pound heavier at 2.42 pounds. Between the steel plate, the extra-thick PCB board beneath the steel plate, and the thick ABS plastic housing, the keyboard has very solid feel to it. Combine that heft with the previously mentioned thick rubber feet and you have a tank-like keyboard that won’t budge a millimeter during normal use. Examining The Keys This is the section of the review the hardcore typists and keyboard ninjas have been waiting for. We’ve looked at the layout of the keyboard, we’ve looked at the general construction of it, but what about the actual keys? There are a wide variety of keyboard construction techniques but the vast majority of modern keyboards use a rubber-dome construction. The key is floated in a plastic frame over a rubber membrane that has a little rubber dome for each key. The press of the physical key compresses the rubber dome downwards and a little bit of conductive material on the inside of the dome’s apex connects with the circuit board. Despite the near ubiquity of the design, many people dislike it. The principal complaint is that dome keyboards require a complete compression to register a keystroke; keyboard designers and enthusiasts refer to this as “bottoming out”. In other words, the register the “b” key, you need to completely press that key down. As such it slows you down and requires additional pressure and movement that, over the course of tens of thousands of keystrokes, adds up to a whole lot of wasted time and fatigue. The CODE keyboard features key switches manufactured by Cherry, a company that has manufactured key switches since the 1960s. Specifically the CODE features Cherry MX Clear switches. These switches feature the same classic design of the other Cherry switches (such as the MX Blue and Brown switch lineups) but they are significantly quieter (yes this is a mechanical keyboard, but no, your neighbors won’t think you’re firing off a machine gun) as they lack the audible click found in most Cherry switches. This isn’t to say that they keyboard doesn’t have a nice audible key press sound when the key is fully depressed, but that the key mechanism isn’t doesn’t create a loud click sound when triggered. One of the great features of the Cherry MX clear is a tactile “bump” that indicates the key has been compressed enough to register the stroke. For touch typists the very subtle tactile feedback is a great indicator that you can move on to the next stroke and provides a welcome speed boost. Even if you’re not trying to break any word-per-minute records, that little bump when pressing the key is satisfying. The Cherry key switches, in addition to providing a much more pleasant typing experience, are also significantly more durable than dome-style key switch. Rubber dome switch membrane keyboards are typically rated for 5-10 million contacts whereas the Cherry mechanical switches are rated for 50 million contacts. You’d have to write the next War and Peace  and follow that up with A Tale of Two Cities: Zombie Edition, and then turn around and transcribe them both into a dozen different languages to even begin putting a tiny dent in the lifecycle of this keyboard. So what do the switches look like under the classicly styled keys? You can take a look yourself with the included key puller. Slide the loop between the keys and then gently beneath the key you wish to remove: Wiggle the key puller gently back and forth while exerting a gentle upward pressure to pop the key off; You can repeat the process for every key, if you ever find yourself needing to extract piles of cat hair, Cheeto dust, or other foreign objects from your keyboard. There it is, the naked switch, the source of that wonderful crisp action with the tactile bump on each keystroke. The last feature worthy of a mention is the N-key rollover functionality of the keyboard. This is a feature you simply won’t find on non-mechanical keyboards and even gaming keyboards typically only have any sort of key roller on the high-frequency keys like WASD. So what is N-key rollover and why do you care? On a typical mass-produced rubber-dome keyboard you cannot simultaneously press more than two keys as the third one doesn’t register. PS/2 keyboards allow for unlimited rollover (in other words you can’t out type the keyboard as all of your keystrokes, no matter how fast, will register); if you use the CODE keyboard with the PS/2 adapter you gain this ability. If you don’t use the PS/2 adapter and use the native USB, you still get 6-key rollover (and the CTRL, ALT, and SHIFT don’t count towards the 6) so realistically you still won’t be able to out type the computer as even the more finger twisting keyboard combos and high speed typing will still fall well within the 6-key rollover. The rollover absolutely doesn’t matter if you’re a slow hunt-and-peck typist, but if you’ve read this far into a keyboard review there’s a good chance that you’re a serious typist and that kind of quality construction and high-number key rollover is a fantastic feature.  The Good, The Bad, and the Verdict We’ve put the CODE keyboard through the paces, we’ve played games with it, typed articles with it, left lengthy comments on Reddit, and otherwise used and abused it like we would any other keyboard. The Good: The construction is rock solid. In an emergency, we’re confident we could use the keyboard as a blunt weapon (and then resume using it later in the day with no ill effect on the keyboard). The Cherry switches are an absolute pleasure to type on; the Clear variety found in the CODE keyboard offer a really nice middle-ground between the gun-shot clack of a louder mechanical switch and the quietness of a lesser-quality dome keyboard without sacrificing quality. Touch typists will love the subtle tactile bump feedback. Dip switch system makes it very easy for users on different systems and with different keyboard layout needs to switch between operating system and keyboard layouts. If you’re investing a chunk of change in a keyboard it’s nice to know you can take it with you to a different operating system or “upgrade” it to a new layout if you decide to take up Dvorak-style typing. The backlighting is perfect. You can adjust it from a barely-visible glow to a blazing light-up-the-room brightness. Whatever your intesity preference, the white-coated steel backplate does a great job diffusing the light between the keys. You can easily remove the keys for cleaning (or to rearrange the letters to support a new keyboard layout). The weight of the unit combined with the extra thick rubber feet keep it planted exactly where you place it on the desk. The Bad: While you’re getting your money’s worth, the $150 price tag is a shock when compared to the $20-60 price tags you find on lower-end keyboards. People used to large dedicated media keys independent of the traditional key layout (such as the large buttons and volume controls found on many modern keyboards) might be off put by the Fn-key style media controls on the CODE. The Verdict: The keyboard is clearly and heavily influenced by the needs of serious typists. Whether you’re a programmer, transcriptionist, or just somebody that wants to leave the lengthiest article comments the Internet has ever seen, the CODE keyboard offers a rock solid typing experience. Yes, $150 isn’t pocket change, but the quality of the CODE keyboard is so high and the typing experience is so enjoyable, you’re easily getting ten times the value you’d get out of purchasing a lesser keyboard. Even compared to other mechanical keyboards on the market, like the Das Keyboard, you’re still getting more for your money as other mechanical keyboards don’t come with the lovely-to-type-on Cherry MX Clear switches, back lighting, and hardware-based operating system keyboard layout switching. If it’s in your budget to upgrade your keyboard (especially if you’ve been slogging along with a low-end rubber-dome keyboard) there’s no good reason to not pickup a CODE keyboard. Key animation courtesy of Geekhack.org user Lethal Squirrel.       

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  • What’s new in ASP.NET 4.0: Core Features

    - by Rick Strahl
    Microsoft released the .NET Runtime 4.0 and with it comes a brand spanking new version of ASP.NET – version 4.0 – which provides an incremental set of improvements to an already powerful platform. .NET 4.0 is a full release of the .NET Framework, unlike version 3.5, which was merely a set of library updates on top of the .NET Framework version 2.0. Because of this full framework revision, there has been a welcome bit of consolidation of assemblies and configuration settings. The full runtime version change to 4.0 also means that you have to explicitly pick version 4.0 of the runtime when you create a new Application Pool in IIS, unlike .NET 3.5, which actually requires version 2.0 of the runtime. In this first of two parts I'll take a look at some of the changes in the core ASP.NET runtime. In the next edition I'll go over improvements in Web Forms and Visual Studio. Core Engine Features Most of the high profile improvements in ASP.NET have to do with Web Forms, but there are a few gems in the core runtime that should make life easier for ASP.NET developers. The following list describes some of the things I've found useful among the new features. Clean web.config Files Are Back! If you've been using ASP.NET 3.5, you probably have noticed that the web.config file has turned into quite a mess of configuration settings between all the custom handler and module mappings for the various web server versions. Part of the reason for this mess is that .NET 3.5 is a collection of add-on components running on top of the .NET Runtime 2.0 and so almost all of the new features of .NET 3.5 where essentially introduced as custom modules and handlers that had to be explicitly configured in the config file. Because the core runtime didn't rev with 3.5, all those configuration options couldn't be moved up to other configuration files in the system chain. With version 4.0 a consolidation was possible, and the result is a much simpler web.config file by default. A default empty ASP.NET 4.0 Web Forms project looks like this: <?xml version="1.0"?> <configuration> <system.web> <compilation debug="true" targetFramework="4.0" /> </system.web> </configuration> Need I say more? Configuration Transformation Files to Manage Configurations and Application Packaging ASP.NET 4.0 introduces the ability to create multi-target configuration files. This means it's possible to create a single configuration file that can be transformed based on relatively simple replacement rules using a Visual Studio and WebDeploy provided XSLT syntax. The idea is that you can create a 'master' configuration file and then create customized versions of this master configuration file by applying some relatively simplistic search and replace, add or remove logic to specific elements and attributes in the original file. To give you an idea, here's the example code that Visual Studio creates for a default web.Release.config file, which replaces a connection string, removes the debug attribute and replaces the CustomErrors section: <?xml version="1.0"?> <configuration xmlns:xdt="http://schemas.microsoft.com/XML-Document-Transform"> <connectionStrings> <add name="MyDB" connectionString="Data Source=ReleaseSQLServer;Initial Catalog=MyReleaseDB;Integrated Security=True" xdt:Transform="SetAttributes" xdt:Locator="Match(name)"/> </connectionStrings> <system.web> <compilation xdt:Transform="RemoveAttributes(debug)" /> <customErrors defaultRedirect="GenericError.htm" mode="RemoteOnly" xdt:Transform="Replace"> <error statusCode="500" redirect="InternalError.htm"/> </customErrors> </system.web> </configuration> You can see the XSL transform syntax that drives this functionality. Basically, only the elements listed in the override file are matched and updated – all the rest of the original web.config file stays intact. Visual Studio 2010 supports this functionality directly in the project system so it's easy to create and maintain these customized configurations in the project tree. Once you're ready to publish your application, you can then use the Publish <yourWebApplication> option on the Build menu which allows publishing to disk, via FTP or to a Web Server using Web Deploy. You can also create a deployment package as a .zip file which can be used by the WebDeploy tool to configure and install the application. You can manually run the Web Deploy tool or use the IIS Manager to install the package on the server or other machine. You can find out more about WebDeploy and Packaging here: http://tinyurl.com/2anxcje. Improved Routing Routing provides a relatively simple way to create clean URLs with ASP.NET by associating a template URL path and routing it to a specific ASP.NET HttpHandler. Microsoft first introduced routing with ASP.NET MVC and then they integrated routing with a basic implementation in the core ASP.NET engine via a separate ASP.NET routing assembly. In ASP.NET 4.0, the process of using routing functionality gets a bit easier. First, routing is now rolled directly into System.Web, so no extra assembly reference is required in your projects to use routing. The RouteCollection class now includes a MapPageRoute() method that makes it easy to route to any ASP.NET Page requests without first having to implement an IRouteHandler implementation. It would have been nice if this could have been extended to serve *any* handler implementation, but unfortunately for anything but a Page derived handlers you still will have to implement a custom IRouteHandler implementation. ASP.NET Pages now include a RouteData collection that will contain route information. Retrieving route data is now a lot easier by simply using this.RouteData.Values["routeKey"] where the routeKey is the value specified in the route template (i.e., "users/{userId}" would use Values["userId"]). The Page class also has a GetRouteUrl() method that you can use to create URLs with route data values rather than hardcoding the URL: <%= this.GetRouteUrl("users",new { userId="ricks" }) %> You can also use the new Expression syntax using <%$RouteUrl %> to accomplish something similar, which can be easier to embed into Page or MVC View code: <a runat="server" href='<%$RouteUrl:RouteName=user, id=ricks %>'>Visit User</a> Finally, the Response object also includes a new RedirectToRoute() method to build a route url for redirection without hardcoding the URL. Response.RedirectToRoute("users", new { userId = "ricks" }); All of these routines are helpers that have been integrated into the core ASP.NET engine to make it easier to create routes and retrieve route data, which hopefully will result in more people taking advantage of routing in ASP.NET. To find out more about the routing improvements you can check out Dan Maharry's blog which has a couple of nice blog entries on this subject: http://tinyurl.com/37trutj and http://tinyurl.com/39tt5w5. Session State Improvements Session state is an often used and abused feature in ASP.NET and version 4.0 introduces a few enhancements geared towards making session state more efficient and to minimize at least some of the ill effects of overuse. The first improvement affects out of process session state, which is typically used in web farm environments or for sites that store application sensitive data that must survive AppDomain restarts (which in my opinion is just about any application). When using OutOfProc session state, ASP.NET serializes all the data in the session statebag into a blob that gets carried over the network and stored either in the State server or SQL Server via the Session provider. Version 4.0 provides some improvement in this serialization of the session data by offering an enableCompression option on the web.Config <Session> section, which forces the serialized session state to be compressed. Depending on the type of data that is being serialized, this compression can reduce the size of the data travelling over the wire by as much as a third. It works best on string data, but can also reduce the size of binary data. In addition, ASP.NET 4.0 now offers a way to programmatically turn session state on or off as part of the request processing queue. In prior versions, the only way to specify whether session state is available is by implementing a marker interface on the HTTP handler implementation. In ASP.NET 4.0, you can now turn session state on and off programmatically via HttpContext.Current.SetSessionStateBehavior() as part of the ASP.NET module pipeline processing as long as it occurs before the AquireRequestState pipeline event. Output Cache Provider Output caching in ASP.NET has been a very useful but potentially memory intensive feature. The default OutputCache mechanism works through in-memory storage that persists generated output based on various lifetime related parameters. While this works well enough for many intended scenarios, it also can quickly cause runaway memory consumption as the cache fills up and serves many variations of pages on your site. ASP.NET 4.0 introduces a provider model for the OutputCache module so it becomes possible to plug-in custom storage strategies for cached pages. One of the goals also appears to be to consolidate some of the different cache storage mechanisms used in .NET in general to a generic Windows AppFabric framework in the future, so various different mechanisms like OutputCache, the non-Page specific ASP.NET cache and possibly even session state eventually can use the same caching engine for storage of persisted data both in memory and out of process scenarios. For developers, the OutputCache provider feature means that you can now extend caching on your own by implementing a custom Cache provider based on the System.Web.Caching.OutputCacheProvider class. You can find more info on creating an Output Cache provider in Gunnar Peipman's blog at: http://tinyurl.com/2vt6g7l. Response.RedirectPermanent ASP.NET 4.0 includes features to issue a permanent redirect that issues as an HTTP 301 Moved Permanently response rather than the standard 302 Redirect respond. In pre-4.0 versions you had to manually create your permanent redirect by setting the Status and Status code properties – Response.RedirectPermanent() makes this operation more obvious and discoverable. There's also a Response.RedirectToRoutePermanent() which provides permanent redirection of route Urls. Preloading of Applications ASP.NET 4.0 provides a new feature to preload ASP.NET applications on startup, which is meant to provide a more consistent startup experience. If your application has a lengthy startup cycle it can appear very slow to serve data to clients while the application is warming up and loading initial resources. So rather than serve these startup requests slowly in ASP.NET 4.0, you can force the application to initialize itself first before even accepting requests for processing. This feature works only on IIS 7.5 (Windows 7 and Windows Server 2008 R2) and works in combination with IIS. You can set up a worker process in IIS 7.5 to always be running, which starts the Application Pool worker process immediately. ASP.NET 4.0 then allows you to specify site-specific settings by setting the serverAutoStartEnabled on a particular site along with an optional serviceAutoStartProvider class that can be used to receive "startup events" when the application starts up. This event in turn can be used to configure the application and optionally pre-load cache data and other information required by the app on startup.  The configuration settings need to be made in applicationhost.config: <sites> <site name="WebApplication2" id="1"> <application path="/" serviceAutoStartEnabled="true" serviceAutoStartProvider="PreWarmup" /> </site> </sites> <serviceAutoStartProviders> <add name="PreWarmup" type="PreWarmupProvider,MyAssembly" /> </serviceAutoStartProviders> Hooking up a warm up provider is optional so you can omit the provider definition and reference. If you do define it here's what it looks like: public class PreWarmupProvider System.Web.Hosting.IProcessHostPreloadClient { public void Preload(string[] parameters) { // initialization for app } } This code fires and while it's running, ASP.NET/IIS will hold requests from hitting the pipeline. So until this code completes the application will not start taking requests. The idea is that you can perform any pre-loading of resources and cache values so that the first request will be ready to perform at optimal performance level without lag. Runtime Performance Improvements According to Microsoft, there have also been a number of invisible performance improvements in the internals of the ASP.NET runtime that should make ASP.NET 4.0 applications run more efficiently and use less resources. These features come without any change requirements in applications and are virtually transparent, except that you get the benefits by updating to ASP.NET 4.0. Summary The core feature set changes are minimal which continues a tradition of small incremental changes to the ASP.NET runtime. ASP.NET has been proven as a solid platform and I'm actually rather happy to see that most of the effort in this release went into stability, performance and usability improvements rather than a massive amount of new features. The new functionality added in 4.0 is minimal but very useful. A lot of people are still running pure .NET 2.0 applications these days and have stayed off of .NET 3.5 for some time now. I think that version 4.0 with its full .NET runtime rev and assembly and configuration consolidation will make an attractive platform for developers to update to. If you're a Web Forms developer in particular, ASP.NET 4.0 includes a host of new features in the Web Forms engine that are significant enough to warrant a quick move to .NET 4.0. I'll cover those changes in my next column. Until then, I suggest you give ASP.NET 4.0 a spin and see for yourself how the new features can help you out. © Rick Strahl, West Wind Technologies, 2005-2010Posted in ASP.NET  

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  • The Windows Store... why did I sign up with this mess again?

    - by FransBouma
    Yesterday, Microsoft revealed that the Windows Store is now open to all developers in a wide range of countries and locations. For the people who think "wtf is the 'Windows Store'?", it's the central place where Windows 8 users will be able to find, download and purchase applications (or as we now have to say to not look like a computer illiterate: <accent style="Kentucky">aaaaappss</accent>) for Windows 8. As this is the store which is integrated into Windows 8, it's an interesting place for ISVs, as potential customers might very well look there first. This of course isn't true for all kinds of software, and developer tools in general aren't the kind of applications most users will download from the Windows store, but a presence there can't hurt. Now, this Windows Store hosts two kinds of applications: 'Metro-style' applications and 'Desktop' applications. The 'Metro-style' applications are applications created for the new 'Metro' UI which is present on Windows 8 desktop and Windows RT (the single color/big font fingerpaint-oriented UI). 'Desktop' applications are the applications we all run and use on Windows today. Our software are desktop applications. The Windows Store hosts all Metro-style applications locally in the store and handles the payment for these applications. This means you upload your application (sorry, 'app') to the store, jump through a lot of hoops, Microsoft verifies that your application is not violating a tremendous long list of rules and after everything is OK, it's published and hopefully you get customers and thus earn money. Money which Microsoft will pay you on a regular basis after customers buy your application. Desktop applications are not following this path however. Desktop applications aren't hosted by the Windows Store. Instead, the Windows Store more or less hosts a page with the application's information and where to get the goods. I.o.w.: it's nothing more than a product's Facebook page. Microsoft will simply redirect a visitor of the Windows Store to your website and the visitor will then use your site's system to purchase and download the application. This last bit of information is very important. So, this morning I started with fresh energy to register our company 'Solutions Design bv' at the Windows Store and our two applications, LLBLGen Pro and ORM Profiler. First I went to the Windows Store dashboard page. If you don't have an account, you have to log in or sign up if you don't have a live account. I signed in with my live account. After that, it greeted me with a page where I had to fill in a code which was mailed to me. My local mail server polls every several minutes for email so I had to kick it to get it immediately. I grabbed the code from the email and I was presented with a multi-step process to register myself as a company or as an individual. In red I was warned that this choice was permanent and not changeable. I chuckled: Microsoft apparently stores its data on paper, not in digital form. I chose 'company' and was presented with a lengthy form to fill out. On the form there were two strange remarks: Per company there can just be 1 (one, uno, not zero, not two or more) registered developer, and only that developer is able to upload stuff to the store. I have no idea how this works with large companies, oh the overhead nightmares... "Sorry, but John, our registered developer with the Windows Store is on holiday for 3 months, backpacking through Australia, no, he's not reachable at this point. M'yeah, sorry bud. Hey, did you fill in those TPS reports yesterday?" A separate Approver has to be specified, which has to be a different person than the registered developer. Apparently to Microsoft a company with just 1 person is not a company. Luckily we're with two people! *pfew*, dodged that one, otherwise I would be stuck forever: the choice I already made was not reversible! After I had filled out the form and it was all well and good and accepted by the Microsoft lackey who had to write it all down in some paper notebook ("Hey, be warned! It's a permanent choice! Written down in ink, can't be changed!"), I was presented with the question how I wanted to pay for all this. "Pay for what?" I wondered. Must be the paper they were scribbling the information on, I concluded. After all, there's a financial crisis going on! How could I forget! Silly me. "Ok fair enough". The price was 75 Euros, not the end of the world. I could only pay by credit card, so it was accepted quickly. Or so I thought. You see, Microsoft has a different idea about CC payments. In the normal world, you type in your CC number, some date, a name and a security code and that's it. But Microsoft wants to verify this even more. They want to make a verification purchase of a very small amount and are doing that with a special code in the description. You then have to type in that code in a special form in the Windows Store dashboard and after that you're verified. Of course they'll refund the small amount they pull from your card. Sounds simple, right? Well... no. The problem starts with the fact that I can't see the CC activity on some website: I have a bank issued CC card. I get the CC activity once a month on a piece of paper sent to me. The bank's online website doesn't show them. So it's possible I have to wait for this code till October 12th. One month. "So what, I'm not going to use it anyway, Desktop applications don't use the payment system", I thought. "Haha, you're so naive, dear developer!" Microsoft won't allow you to publish any applications till this verification is done. So no application publishing for a month. Wouldn't it be nice if things were, you know, digital, so things got done instantly? But of course, that lackey who scribbled everything in the Big Windows Store Registration Book isn't that quick. Can't blame him though. He's just doing his job. Now, after the payment was done, I was presented with a page which tells me Microsoft is going to use a third party company called 'Symantec', which will verify my identity again. The page explains to me that this could be done through email or phone and that they'll contact the Approver to verify my identity. "Phone?", I thought... that's a little drastic for a developer account to publish a single page of information about an external hosted software product, isn't it? On Facebook I just added a page, done. And paying you, Microsoft, took less information: you were happy to take my money before my identity was even 'verified' by this 3rd party's minions! "Double standards!", I roared. No-one cared. But it's the thought of getting it off your chest, you know. Luckily for me, everyone at Symantec was asleep when I was registering so they went for the fallback option in case phone calls were not possible: my Approver received an email. Imagine you have to explain the idiot web of security theater I was caught in to someone else who then has to reply a random person over the internet that I indeed was who I said I was. As she's a true sweetheart, she gave me the benefit of the doubt and assured that for now, I was who I said I was. Remember, this is for a desktop application, which is only a link to a website, some pictures and a piece of text. No file hosting, no payment processing, nothing, just a single page. Yeah, I also thought I was crazy. But we're not at the end of this quest yet. I clicked around in the confusing menus of the Windows Store dashboard and found the 'Desktop' section. I get a helpful screen with a warning in red that it can't find any certified 'apps'. True, I'm just getting started, buddy. I see a link: "Check the Windows apps you submitted for certification". Well, I haven't submitted anything, but let's see where it brings me. Oh the thrill of adventure! I click the link and I end up on this site: the hardware/desktop dashboard account registration. "Erm... but I just registered...", I mumbled to no-one in particular. Apparently for desktop registration / verification I have to register again, it tells me. But not only that, the desktop application has to be signed with a certificate. And not just some random el-cheapo certificate you can get at any mall's discount store. No, this certificate is special. It's precious. This certificate, the 'Microsoft Authenticode' Digital Certificate, is the only certificate that's acceptable, and jolly, it can be purchased from VeriSign for the price of only ... $99.-, but be quick, because this is a limited time offer! After that it's, I kid you not, $499.-. 500 dollars for a certificate to sign an executable. But, I do feel special, I got a special price. Only for me! I'm glowing. Not for long though. Here I started to wonder, what the benefit of it all was. I now again had to pay money for a shiny certificate which will add 'Solutions Design bv' to our installer as the publisher instead of 'unknown', while our customers download the file from our website. Not only that, but this was all about a Desktop application, which wasn't hosted by Microsoft. They only link to it. And make no mistake. These prices aren't single payments. Every year these have to be renewed. Like a membership of an exclusive club: you're special and privileged, but only if you cough up the dough. To give you an example how silly this all is: I added LLBLGen Pro and ORM Profiler to the Visual Studio Gallery some time ago. It's the same thing: it's a central place where one can find software which adds to / extends / works with Visual Studio. I could simply create the pages, add the information and they show up inside Visual Studio. No files are hosted at Microsoft, they're downloaded from our website. Exactly the same system. As I have to wait for the CC transcripts to arrive anyway, I can't proceed with publishing in this new shiny store. After the verification is complete I have to wait for verification of my software by Microsoft. Even Desktop applications need to be verified using a long list of rules which are mainly focused on Metro-style applications. Even while they're not hosted by Microsoft. I wonder what they'll find. "Your application wasn't approved. It violates rule 14 X sub D: it provides more value than our own competing framework". While I was writing this post, I tried to check something in the Windows Store Dashboard, to see whether I remembered it correctly. I was presented again with the question, after logging in with my live account, to enter the code that was just mailed to me. Not the previous code, a brand new one. Again I had to kick my mail server to pull the email to proceed. This was it. This 'experience' is so beyond miserable, I'm afraid I have to say goodbye for now to the 'Windows Store'. It's simply not worth my time. Now, about live accounts. You might know this: live accounts are tied to everything you do with Microsoft. So if you have an MSDN subscription, e.g. the one which costs over $5000.-, it's tied to this same live account. But the fun thing is, you can login with your live account to the MSDN subscriptions with just the account id and password. No additional code is mailed to you. While it gives you access to all Microsoft software available, including your licenses. Why the draconian security theater with this Windows Store, while all I want is to publish some desktop applications while on other Microsoft sites it's OK to simply sign in with your live account: no codes needed, no verification and no certificates? Microsoft, one thing you need with this store and that's: apps. Apps, apps, apps, apps, aaaaaaaaapps. Sorry, my bad, got carried away. I just can't stand the word 'app'. This store's shelves have to be filled to the brim with goods. But instead of being welcomed into the store with open arms, I have to fight an uphill battle with an endless list of rules and bullshit to earn the privilege to publish in this shiny store. As if I have to be thrilled to be one of the exclusive club called 'Windows Store Publishers'. As if Microsoft doesn't want it to succeed. Craig Stuntz sent me a link to an old blog post of his regarding code signing and uploading to Microsoft's old mobile store from back in the WinMo5 days: http://blogs.teamb.com/craigstuntz/2006/10/11/28357/. Good read and good background info about how little things changed over the years. I hope this helps Microsoft make things more clearer and smoother and also helps ISVs with their decision whether to go with the Windows Store scheme or ignore it. For now, I don't see the advantage of publishing there, especially not with the nonsense rules Microsoft cooked up. Perhaps it changes in the future, who knows.

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  • How to create a new WCF/MVC/jQuery application from scratch

    - by pjohnson
    As a corporate developer by trade, I don't get much opportunity to create from-the-ground-up web sites; usually it's tweaks, fixes, and new functionality to existing sites. And with hobby sites, I often don't find the challenges I run into with enterprise systems; usually it's starting from Visual Studio's boilerplate project and adding whatever functionality I want to play around with, rarely deploying outside my own machine. So my experience creating a new enterprise-level site was a bit dated, and the technologies to do so have come a long way, and are much more ready to go out of the box. My intention with this post isn't so much to provide any groundbreaking insights, but to just tie together a lot of information in one place to make it easy to create a new site from scratch. Architecture One site I created earlier this year had an MVC 3 front end and a WCF 4-driven service layer. Using Visual Studio 2010, these project types are easy enough to add to a new solution. I created a third Class Library project to store common functionality the front end and services layers both needed to access, for example, the DataContract classes that the front end uses to call services in the service layer. By keeping DataContract classes in a separate project, I avoided the need for the front end to have an assembly/project reference directly to the services code, a bit cleaner and more flexible of an SOA implementation. Consuming the service Even by this point, VS has given you a lot. You have a working web site and a working service, neither of which do much but are great starting points. To wire up the front end and the services, I needed to create proxy classes and WCF client configuration information. I decided to use the SvcUtil.exe utility provided as part of the Windows SDK, which you should have installed if you installed VS. VS also provides an Add Service Reference command since the .NET 1.x ASMX days, which I've never really liked; it creates several .cs/.disco/etc. files, some of which contained hardcoded URL's, adding duplicate files (*1.cs, *2.cs, etc.) without doing a good job of cleaning up after itself. I've found SvcUtil much cleaner, as it outputs one C# file (containing several proxy classes) and a config file with settings, and it's easier to use to regenerate the proxy classes when the service changes, and to then maintain all your configuration in one place (your Web.config, instead of the Service Reference files). I provided it a reference to a copy of my common assembly so it doesn't try to recreate the data contract classes, had it use the type List<T> for collections, and modified the output files' names and .NET namespace, ending up with a command like: svcutil.exe /l:cs /o:MyService.cs /config:MyService.config /r:MySite.Common.dll /ct:System.Collections.Generic.List`1 /n:*,MySite.Web.ServiceProxies http://localhost:59999/MyService.svc I took the generated MyService.cs file and drop it in the web project, under a ServiceProxies folder, matching the namespace and keeping it separate from classes I coded manually. Integrating the config file took a little more work, but only needed to be done once as these settings didn't often change. A great thing Microsoft improved with WCF 4 is configuration; namely, you can use all the default settings and not have to specify them explicitly in your config file. Unfortunately, SvcUtil doesn't generate its config file this way. If you just copy & paste MyService.config's contents into your front end's Web.config, you'll copy a lot of settings you don't need, plus this will get unwieldy if you add more services in the future, each with its own custom binding. Really, as the only mandatory settings are the endpoint's ABC's (address, binding, and contract) you can get away with just this: <system.serviceModel>  <client>    <endpoint address="http://localhost:59999/MyService.svc" binding="wsHttpBinding" contract="MySite.Web.ServiceProxies.IMyService" />  </client></system.serviceModel> By default, the services project uses basicHttpBinding. As you can see, I switched it to wsHttpBinding, a more modern standard. Using something like netTcpBinding would probably be faster and more efficient since the client & service are both written in .NET, but it requires additional server setup and open ports, whereas switching to wsHttpBinding is much simpler. From an MVC controller action method, I instantiated the client, and invoked the method for my operation. As with any object that implements IDisposable, I wrapped it in C#'s using() statement, a tidy construct that ensures Dispose gets called no matter what, even if an exception occurs. Unfortunately there are problems with that, as WCF's ClientBase<TChannel> class doesn't implement Dispose according to Microsoft's own usage guidelines. I took an approach similar to Technology Toolbox's fix, except using partial classes instead of a wrapper class to extend the SvcUtil-generated proxy, making the fix more seamless from the controller's perspective, and theoretically, less code I have to change if and when Microsoft fixes this behavior. User interface The MVC 3 project template includes jQuery and some other common JavaScript libraries by default. I updated the ones I used to the latest versions using NuGet, available in VS via the Tools > Library Package Manager > Manage NuGet Packages for Solution... > Updates. I also used this dialog to remove packages I wasn't using. Given that it's smart enough to know the difference between the .js and .min.js files, I was hoping it would be smart enough to know which to include during build and publish operations, but this doesn't seem to be the case. I ended up using Cassette to perform the minification and bundling of my JavaScript and CSS files; ASP.NET 4.5 includes this functionality out of the box. The web client to web server link via jQuery was easy enough. In my JavaScript function, unobtrusively wired up to a button's click event, I called $.ajax, corresponding to an action method that returns a JsonResult, accomplished by passing my model class to the Controller.Json() method, which jQuery helpfully translates from JSON to a JavaScript object.$.ajax calls weren't perfectly straightforward. I tried using the simpler $.post method instead, but ran into trouble without specifying the contentType parameter, which $.post doesn't have. The url parameter is simple enough, though for flexibility in how the site is deployed, I used MVC's Url.Action method to get the URL, then sent this to JavaScript in a JavaScript string variable. If the request needed input data, I used the JSON.stringify function to convert a JavaScript object with the parameters into a JSON string, which MVC then parses into strongly-typed C# parameters. I also specified "json" for dataType, and "application/json; charset=utf-8" for contentType. For success and error, I provided my success and error handling functions, though success is a bit hairier. "Success" in this context indicates whether the HTTP request succeeds, not whether what you wanted the AJAX call to do on the web server was successful. For example, if you make an AJAX call to retrieve a piece of data, the success handler will be invoked for any 200 OK response, and the error handler will be invoked for failed requests, e.g. a 404 Not Found (if the server rejected the URL you provided in the url parameter) or 500 Internal Server Error (e.g. if your C# code threw an exception that wasn't caught). If an exception was caught and handled, or if the data requested wasn't found, this would likely go through the success handler, which would need to do further examination to verify it did in fact get back the data for which it asked. I discuss this more in the next section. Logging and exception handling At this point, I had a working application. If I ran into any errors or unexpected behavior, debugging was easy enough, but of course that's not an option on public web servers. Microsoft Enterprise Library 5.0 filled this gap nicely, with its Logging and Exception Handling functionality. First I installed Enterprise Library; NuGet as outlined above is probably the best way to do so. I needed a total of three assembly references--Microsoft.Practices.EnterpriseLibrary.ExceptionHandling, Microsoft.Practices.EnterpriseLibrary.ExceptionHandling.Logging, and Microsoft.Practices.EnterpriseLibrary.Logging. VS links with the handy Enterprise Library 5.0 Configuration Console, accessible by right-clicking your Web.config and choosing Edit Enterprise Library V5 Configuration. In this console, under Logging Settings, I set up a Rolling Flat File Trace Listener to write to log files but not let them get too large, using a Text Formatter with a simpler template than that provided by default. Logging to a different (or additional) destination is easy enough, but a flat file suited my needs. At this point, I verified it wrote as expected by calling the Microsoft.Practices.EnterpriseLibrary.Logging.Logger.Write method from my C# code. With those settings verified, I went on to wire up Exception Handling with Logging. Back in the EntLib Configuration Console, under Exception Handling, I used a LoggingExceptionHandler, setting its Logging Category to the category I already had configured in the Logging Settings. Then, from code (e.g. a controller's OnException method, or any action method's catch block), I called the Microsoft.Practices.EnterpriseLibrary.ExceptionHandling.ExceptionPolicy.HandleException method, providing the exception and the exception policy name I had configured in the Exception Handling Settings. Before I got this configured correctly, when I tried it out, nothing was logged. In working with .NET, I'm used to seeing an exception if something doesn't work or isn't set up correctly, but instead working with these EntLib modules reminds me more of JavaScript (before the "use strict" v5 days)--it just does nothing and leaves you to figure out why, I presume due in part to the listener pattern Microsoft followed with the Enterprise Library. First, I verified logging worked on its own. Then, verifying/correcting where each piece wires up to the next resolved my problem. Your C# code calls into the Exception Handling module, referencing the policy you pass the HandleException method; that policy's configuration contains a LoggingExceptionHandler that references a logCategory; that logCategory should be added in the loggingConfiguration's categorySources section; that category references a listener; that listener should be added in the loggingConfiguration's listeners section, which specifies the name of the log file. One final note on error handling, as the proper way to handle WCF and MVC errors is a whole other very lengthy discussion. For AJAX calls to MVC action methods, depending on your configuration, an exception thrown here will result in ASP.NET'S Yellow Screen Of Death being sent back as a response, which is at best unnecessarily and uselessly verbose, and at worst a security risk as the internals of your application are exposed to potential hackers. I mitigated this by overriding my controller's OnException method, passing the exception off to the Exception Handling module as above. I created an ErrorModel class with as few properties as possible (e.g. an Error string), sending as little information to the client as possible, to both maximize bandwidth and mitigate risk. I then return an ErrorModel in JSON format for AJAX requests: if (filterContext.HttpContext.Request.IsAjaxRequest()){    filterContext.Result = Json(new ErrorModel(...));    filterContext.ExceptionHandled = true;} My $.ajax calls from the browser get a valid 200 OK response and go into the success handler. Before assuming everything is OK, I check if it's an ErrorModel or a model containing what I requested. If it's an ErrorModel, or null, I pass it to my error handler. If the client needs to handle different errors differently, ErrorModel can contain a flag, error code, string, etc. to differentiate, but again, sending as little information back as possible is ideal. Summary As any experienced ASP.NET developer knows, this is a far cry from where ASP.NET started when I began working with it 11 years ago. WCF services are far more powerful than ASMX ones, MVC is in many ways cleaner and certainly more unit test-friendly than Web Forms (if you don't consider the code/markup commingling you're doing again), the Enterprise Library makes error handling and logging almost entirely configuration-driven, AJAX makes a responsive UI more feasible, and jQuery makes JavaScript coding much less painful. It doesn't take much work to get a functional, maintainable, flexible application, though having it actually do something useful is a whole other matter.

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  • Office 2010: It&rsquo;s not just DOC(X) and XLS(X)

    - by andrewbrust
    Office 2010 has released to manufacturing.  The bits have left the (product team’s) building.  Will you upgrade? This version of Office is officially numbered 14, a designation that correlates with the various releases, through the years, of Microsoft Word.  There were six major versions of Word for DOS, during whose release cycles came three 16-bit Windows versions.  Then, starting with Word 95 and counting through Word 2007, there have been six more versions – all for the 32-bit Windows platform.  Skip version 13 to ward off folksy bad luck (and, perhaps, the bugs that could come with it) and that brings us to version 14, which includes implementations for both 32- and 64-bit Windows platforms.  We’ve come a long way baby.  Or have we? As it does every three years or so, debate will now start to rage on over whether we need a “14th” version the PC platform’s standard word processor, or a “13th” version of the spreadsheet.  If you accept the premise of that question, then you may be on a slippery slope toward answering it in the negative.  Thing is, that premise is valid for certain customers and not others. The Microsoft Office product has morphed from one that offered core word processing, spreadsheet, presentation and email functionality to a suite of applications that provides unique, new value-added features, and even whole applications, in the context of those core services.  The core apps thus grow in mission: Excel is a BI tool.  Word is a collaborative editorial system for the production of publications.  PowerPoint is a media production platform for for live presentations and, increasingly, for delivering more effective presentations online.  Outlook is a time and task management system.  Access is a rich client front-end for data-driven self-service SharePoint applications.  OneNote helps you capture ideas, corral random thoughts in a semi-structured way, and then tie them back to other, more rigidly structured, Office documents. Google Docs and other cloud productivity platforms like Zoho don’t really do these things.  And there is a growing chorus of voices who say that they shouldn’t, because those ancillary capabilities are over-engineered, over-produced and “under-necessary.”  They might say Microsoft is layering on superfluous capabilities to avoid admitting that Office’s core capabilities, the ones people really need, have become commoditized. It’s hard to take sides in that argument, because different people, and the different companies that employ them, have different needs.  For my own needs, it all comes down to three basic questions: will the new version of Office save me time, will it make the mundane parts of my job easier, and will it augment my services to customers?  I need my time back.  I need to spend more of it with my family, and more of it focusing on my own core capabilities rather than the administrative tasks around them.  And I also need my customers to be able to get more value out of the services I provide. Help me triage my inbox, help me get proposals done more quickly and make them easier to read.  Let me get my presentations done faster, make them more effective and make it easier for me to reuse materials from other presentations.  And, since I’m in the BI and data business, help me and my customers manage data and analytics more easily, both on the desktop and online. Those are my criteria.  And, with those in mind, Office 2010 is looking like a worthwhile upgrade.  Perhaps it’s not earth-shattering, but it offers a combination of incremental improvements and a few new major capabilities that I think are quite compelling.  I provide a brief roundup of them here.  It’s admittedly arbitrary and not comprehensive, but I think it tells the Office 2010 story effectively. Across the Suite More than any other, this release of Office aims to give collaboration a real workout.  In certain apps, for the first time, documents can be opened simultaneously by multiple users, with colleagues’ changes appearing in near real-time.  Web-browser-based versions of Word, Excel, PowerPoint and OneNote will be available to extend collaboration to contributors who are off the corporate network. The ribbon user interface is now more pervasive (for example, it appears in OneNote and in Outlook’s main window).  It’s also customizable, allowing users to add, easily, buttons and options of their choosing, into new tabs, or into new groups within existing tabs. Microsoft has also taken the File menu (which was the “Office Button” menu in the 2007 release) and made it into a full-screen “Backstage” view where document-wide operations, like saving, printing and online publishing are performed. And because, more and more, heavily formatted content is cut and pasted between documents and applications, Office 2010 makes it easier to manage the retention or jettisoning of that formatting right as the paste operation is performed.  That’s much nicer than stripping it off, or adding it back, afterwards. And, speaking of pasting, a number of Office apps now make it especially easy to insert screenshots within their documents.  I know that’s useful to me, because I often document or critique applications and need to show them in action.  For the vast majority of users, I expect that this feature will be more useful for capturing snapshots of Web pages, but we’ll have to see whether this feature becomes popular.   Excel At first glance, Excel 2010 looks and acts nearly identically to the 2007 version.  But additional glances are necessary.  It’s important to understand that lots of people in the working world use Excel as more of a database, analytics and mathematical modeling tool than merely as a spreadsheet.  And it’s also important to understand that Excel wasn’t designed to handle such workloads past a certain scale.  That all changes with this release. The first reason things change is that Excel has been tuned for performance.  It’s been optimized for multi-threaded operation; previously lengthy processes have been shortened, especially for large data sets; more rows and columns are allowed and, for the first time, Excel (and the rest of Office) is available in a 64-bit version.  For Excel, this means users can take advantage of more than the 2GB of memory that the 32-bit version is limited to. On the analysis side, Excel 2010 adds Sparklines (tiny charts that fit into a single cell and can therefore be presented down an entire column or across a row) and Slicers (a more user-friendly filter mechanism for PivotTables and charts, which visually indicates what the filtered state of a given data member is).  But most important, Excel 2010 supports the new PowerPIvot add-in which brings true self-service BI to Office.  PowerPivot allows users to import data from almost anywhere, model it, and then analyze it.  Rather than forcing users to build “spreadmarts” or use corporate-built data warehouses, PowerPivot models function as true columnar, in-memory OLAP cubes that can accommodate millions of rows of data and deliver fast drill-down performance. And speaking of OLAP, Excel 2010 now supports an important Analysis Services OLAP feature called write-back.  Write-back is especially useful in financial forecasting scenarios for which Excel is the natural home.  Support for write-back is long overdue, but I’m still glad it’s there, because I had almost given up on it.   PowerPoint This version of PowerPoint marks its progression from a presentation tool to a video and photo editing and production tool.  Whether or not it’s successful in this pursuit, and if offering this is even a sensible goal, is another question. Regardless, the new capabilities are kind of interesting.  A greatly enhanced set of slide transitions with 3D effects; in-product photo and video editing; accommodation of embedded videos from services such as YouTube; and the ability to save a presentation as a video each lay testimony to PowerPoint’s transformation into a media tool and away from a pure presentation tool. These capabilities also recognize the importance of the Web as both a source for materials and a channel for disseminating PowerPoint output. Congruent with that is PowerPoint’s new ability to broadcast a slide presentation, using a quickly-generated public URL, without involving the hassle or expense of a Web meeting service like GoToMeeting or Microsoft’s own LiveMeeting.  Slides presented through this broadcast feature retain full color fidelity and transitions and animations are preserved as well.   Outlook Microsoft’s ubiquitous email/calendar/contact/task management tool gains long overdue speed improvements, especially against POP3 email accounts.  Outlook 2010 also supports multiple Exchange accounts, rather than just one; tighter integration with OneNote; and a new Social Connector providing integration with, and presence information from, online social network services like LinkedIn and Facebook (not to mention Windows Live).  A revamped conversation view now includes messages that are part of a given thread regardless of which folder they may be stored in. I don’t know yet how well the Social Connector will work or whether it will keep Outlook relevant to those who live on Facebook and LinkedIn.  But among the other features, there’s very little not to like.   OneNote To me, OneNote is the part of Office that just keeps getting better.  There is one major caveat to this, which I’ll cover in a moment, but let’s first catalog what new stuff OneNote 2010 brings.  The best part of OneNote, is the way each of its versions have managed hierarchy: Notebooks have sections, sections have pages, pages have sub pages, multiple notes can be contained in either, and each note supports infinite levels of indentation.  None of that is new to 2010, but the new version does make creation of pages and subpages easier and also makes simple work out of promoting and demoting pages from sub page to full page status.  And relationships between pages are quite easy to create now: much like a Wiki, simply typing a page’s name in double-square-brackets (“[[…]]”) creates a link to it. OneNote is also great at integrating content outside of its notebooks.  With a new Dock to Desktop feature, OneNote becomes aware of what window is displayed in the rest of the screen and, if it’s an Office document or a Web page, links the notes you’re typing, at the time, to it.  A single click from your notes later on will bring that same document or Web page back on-screen.  Embedding content from Web pages and elsewhere is also easier.  Using OneNote’s Windows Key+S combination to grab part of the screen now allows you to specify the destination of that bitmap instead of automatically creating a new note in the Unfiled Notes area.  Using the Send to OneNote buttons in Internet Explorer and Outlook result in the same choice. Collaboration gets better too.  Real-time multi-author editing is better accommodated and determining author lineage of particular changes is easily carried out. My one pet peeve with OneNote is the difficulty using it when I’m not one a Windows PC.  OneNote’s main competitor, Evernote, while I believe inferior in terms of features, has client versions for PC, Mac, Windows Mobile, Android, iPhone, iPad and Web browsers.  Since I have an Android phone and an iPad, I am practically forced to use it.  However, the OneNote Web app should help here, as should a forthcoming version of OneNote for Windows Phone 7.  In the mean time, it turns out that using OneNote’s Email Page ribbon button lets you move a OneNote page easily into EverNote (since every EverNote account gets a unique email address for adding notes) and that Evernote’s Email function combined with Outlook’s Send to OneNote button (in the Move group of the ribbon’s Home tab) can achieve the reverse.   Access To me, the big change in Access 2007 was its tight integration with SharePoint lists.  Access 2010 and SharePoint 2010 continue this integration with the introduction of SharePoint’s Access Services.  Much as Excel Services provides a SharePoint-hosted experience for viewing (and now editing) Excel spreadsheet, PivotTable and chart content, Access Services allows for SharePoint browser-hosted editing of Access data within the forms that are built in the Access client itself. To me this makes all kinds of sense.  Although it does beg the question of where to draw the line between Access, InfoPath, SharePoint list maintenance and SharePoint 2010’s new Business Connectivity Services.  Each of these tools provide overlapping data entry and data maintenance functionality. But if you do prefer Access, then you’ll like  things like templates and application parts that make it easier to get off the blank page.  These features help you quickly get tables, forms and reports built out.  To make things look nice, Access even gets its own version of Excel’s Conditional Formatting feature, letting you add data bars and data-driven text formatting.   Word As I said at the beginning of this post, upgrades to Office are about much more than enhancing the suite’s flagship word processing application. So are there any enhancements in Word worth mentioning?  I think so.  The most important one has to be the collaboration features.  Essentially, when a user opens a Word document that is in a SharePoint document library (or Windows Live SkyDrive folder), rather than the whole document being locked, Word has the ability to observe more granular locks on the individual paragraphs being edited.  Word also shows you who’s editing what and its Save function morphs into a sync feature that both saves your changes and loads those made by anyone editing the document concurrently. There’s also a new navigation pane that lets you manage sections in your document in much the same way as you manage slides in a PowerPoint deck.  Using the navigation pane, you can reorder sections, insert new ones, or promote and demote sections in the outline hierarchy.  Not earth shattering, but nice.   Other Apps and Summarized Findings What about InfoPath, Publisher, Visio and Project?  I haven’t looked at them yet.  And for this post, I think that’s fine.  While those apps (and, arguably, Access) cater to specific tasks, I think the apps we’ve looked at in this post service the general purpose needs of most users.  And the theme in those 2010 apps is clear: collaboration is key, the Web and productivity are indivisible, and making data and analytics into a self-service amenity is the way to go.  But perhaps most of all, features are still important, as long as they get you through your day faster, rather than adding complexity for its own sake.  I would argue that this is true for just about every product Microsoft makes: users want utility, not complexity.

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  • Selling Federal Enterprise Architecture (EA)

    - by TedMcLaughlan
    Selling Federal Enterprise Architecture A taxonomy of subject areas, from which to develop a prioritized marketing and communications plan to evangelize EA activities within and among US Federal Government organizations and constituents. Any and all feedback is appreciated, particularly in developing and extending this discussion as a tool for use – more information and details are also available. "Selling" the discipline of Enterprise Architecture (EA) in the Federal Government (particularly in non-DoD agencies) is difficult, notwithstanding the general availability and use of the Federal Enterprise Architecture Framework (FEAF) for some time now, and the relatively mature use of the reference models in the OMB Capital Planning and Investment (CPIC) cycles. EA in the Federal Government also tends to be a very esoteric and hard to decipher conversation – early apologies to those who agree to continue reading this somewhat lengthy article. Alignment to the FEAF and OMB compliance mandates is long underway across the Federal Departments and Agencies (and visible via tools like PortfolioStat and ITDashboard.gov – but there is still a gap between the top-down compliance directives and enablement programs, and the bottom-up awareness and effective use of EA for either IT investment management or actual mission effectiveness. "EA isn't getting deep enough penetration into programs, components, sub-agencies, etc.", verified a panelist at the most recent EA Government Conference in DC. Newer guidance from OMB may be especially difficult to handle, where bottom-up input can't be accurately aligned, analyzed and reported via standardized EA discipline at the Agency level – for example in addressing the new (for FY13) Exhibit 53D "Agency IT Reductions and Reinvestments" and the information required for "Cloud Computing Alternatives Evaluation" (supporting the new Exhibit 53C, "Agency Cloud Computing Portfolio"). Therefore, EA must be "sold" directly to the communities that matter, from a coordinated, proactive messaging perspective that takes BOTH the Program-level value drivers AND the broader Agency mission and IT maturity context into consideration. Selling EA means persuading others to take additional time and possibly assign additional resources, for a mix of direct and indirect benefits – many of which aren't likely to be realized in the short-term. This means there's probably little current, allocated budget to work with; ergo the challenge of trying to sell an "unfunded mandate". Also, the concept of "Enterprise" in large Departments like Homeland Security tends to cross all kinds of organizational boundaries – as Richard Spires recently indicated by commenting that "...organizational boundaries still trump functional similarities. Most people understand what we're trying to do internally, and at a high level they get it. The problem, of course, is when you get down to them and their system and the fact that you're going to be touching them...there's always that fear factor," Spires said. It is quite clear to the Federal IT Investment community that for EA to meet its objective, understandable, relevant value must be measured and reported using a repeatable method – as described by GAO's recent report "Enterprise Architecture Value Needs To Be Measured and Reported". What's not clear is the method or guidance to sell this value. In fact, the current GAO "Framework for Assessing and Improving Enterprise Architecture Management (Version 2.0)", a.k.a. the "EAMMF", does not include words like "sell", "persuade", "market", etc., except in reference ("within Core Element 19: Organization business owner and CXO representatives are actively engaged in architecture development") to a brief section in the CIO Council's 2001 "Practical Guide to Federal Enterprise Architecture", entitled "3.3.1. Develop an EA Marketing Strategy and Communications Plan." Furthermore, Core Element 19 of the EAMMF is advised to be applied in "Stage 3: Developing Initial EA Versions". This kind of EA sales campaign truly should start much earlier in the maturity progress, i.e. in Stages 0 or 1. So, what are the understandable, relevant benefits (or value) to sell, that can find an agreeable, participatory audience, and can pave the way towards success of a longer-term, funded set of EA mechanisms that can be methodically measured and reported? Pragmatic benefits from a useful EA that can help overcome the fear of change? And how should they be sold? Following is a brief taxonomy (it's a taxonomy, to help organize SME support) of benefit-related subjects that might make the most sense, in creating the messages and organizing an initial "engagement plan" for evangelizing EA "from within". An EA "Sales Taxonomy" of sorts. We're not boiling the ocean here; the subjects that are included are ones that currently appear to be urgently relevant to the current Federal IT Investment landscape. Note that successful dialogue in these topics is directly usable as input or guidance for actually developing early-stage, "Fit-for-Purpose" (a DoDAF term) Enterprise Architecture artifacts, as prescribed by common methods found in most EA methodologies, including FEAF, TOGAF, DoDAF and our own Oracle Enterprise Architecture Framework (OEAF). The taxonomy below is organized by (1) Target Community, (2) Benefit or Value, and (3) EA Program Facet - as in: "Let's talk to (1: Community Member) about how and why (3: EA Facet) the EA program can help with (2: Benefit/Value)". Once the initial discussion targets and subjects are approved (that can be measured and reported), a "marketing and communications plan" can be created. A working example follows the Taxonomy. Enterprise Architecture Sales Taxonomy Draft, Summary Version 1. Community 1.1. Budgeted Programs or Portfolios Communities of Purpose (CoPR) 1.1.1. Program/System Owners (Senior Execs) Creating or Executing Acquisition Plans 1.1.2. Program/System Owners Facing Strategic Change 1.1.2.1. Mandated 1.1.2.2. Expected/Anticipated 1.1.3. Program Managers - Creating Employee Performance Plans 1.1.4. CO/COTRs – Creating Contractor Performance Plans, or evaluating Value Engineering Change Proposals (VECP) 1.2. Governance & Communications Communities of Practice (CoP) 1.2.1. Policy Owners 1.2.1.1. OCFO 1.2.1.1.1. Budget/Procurement Office 1.2.1.1.2. Strategic Planning 1.2.1.2. OCIO 1.2.1.2.1. IT Management 1.2.1.2.2. IT Operations 1.2.1.2.3. Information Assurance (Cyber Security) 1.2.1.2.4. IT Innovation 1.2.1.3. Information-Sharing/ Process Collaboration (i.e. policies and procedures regarding Partners, Agreements) 1.2.2. Governing IT Council/SME Peers (i.e. an "Architects Council") 1.2.2.1. Enterprise Architects (assumes others exist; also assumes EA participants aren't buried solely within the CIO shop) 1.2.2.2. Domain, Enclave, Segment Architects – i.e. the right affinity group for a "shared services" EA structure (per the EAMMF), which may be classified as Federated, Segmented, Service-Oriented, or Extended 1.2.2.3. External Oversight/Constraints 1.2.2.3.1. GAO/OIG & Legal 1.2.2.3.2. Industry Standards 1.2.2.3.3. Official public notification, response 1.2.3. Mission Constituents Participant & Analyst Community of Interest (CoI) 1.2.3.1. Mission Operators/Users 1.2.3.2. Public Constituents 1.2.3.3. Industry Advisory Groups, Stakeholders 1.2.3.4. Media 2. Benefit/Value (Note the actual benefits may not be discretely attributable to EA alone; EA is a very collaborative, cross-cutting discipline.) 2.1. Program Costs – EA enables sound decisions regarding... 2.1.1. Cost Avoidance – a TCO theme 2.1.2. Sequencing – alignment of capability delivery 2.1.3. Budget Instability – a Federal reality 2.2. Investment Capital – EA illuminates new investment resources via... 2.2.1. Value Engineering – contractor-driven cost savings on existing budgets, direct or collateral 2.2.2. Reuse – reuse of investments between programs can result in savings, chargeback models; avoiding duplication 2.2.3. License Refactoring – IT license & support models may not reflect actual or intended usage 2.3. Contextual Knowledge – EA enables informed decisions by revealing... 2.3.1. Common Operating Picture (COP) – i.e. cross-program impacts and synergy, relative to context 2.3.2. Expertise & Skill – who truly should be involved in architectural decisions, both business and IT 2.3.3. Influence – the impact of politics and relationships can be examined 2.3.4. Disruptive Technologies – new technologies may reduce costs or mitigate risk in unanticipated ways 2.3.5. What-If Scenarios – can become much more refined, current, verifiable; basis for Target Architectures 2.4. Mission Performance – EA enables beneficial decision results regarding... 2.4.1. IT Performance and Optimization – towards 100% effective, available resource utilization 2.4.2. IT Stability – towards 100%, real-time uptime 2.4.3. Agility – responding to rapid changes in mission 2.4.4. Outcomes –measures of mission success, KPIs – vs. only "Outputs" 2.4.5. Constraints – appropriate response to constraints 2.4.6. Personnel Performance – better line-of-sight through performance plans to mission outcome 2.5. Mission Risk Mitigation – EA mitigates decision risks in terms of... 2.5.1. Compliance – all the right boxes are checked 2.5.2. Dependencies –cross-agency, segment, government 2.5.3. Transparency – risks, impact and resource utilization are illuminated quickly, comprehensively 2.5.4. Threats and Vulnerabilities – current, realistic awareness and profiles 2.5.5. Consequences – realization of risk can be mapped as a series of consequences, from earlier decisions or new decisions required for current issues 2.5.5.1. Unanticipated – illuminating signals of future or non-symmetric risk; helping to "future-proof" 2.5.5.2. Anticipated – discovering the level of impact that matters 3. EA Program Facet (What parts of the EA can and should be communicated, using business or mission terms?) 3.1. Architecture Models – the visual tools to be created and used 3.1.1. Operating Architecture – the Business Operating Model/Architecture elements of the EA truly drive all other elements, plus expose communication channels 3.1.2. Use Of – how can the EA models be used, and how are they populated, from a reasonable, pragmatic yet compliant perspective? What are the core/minimal models required? What's the relationship of these models, with existing system models? 3.1.3. Scope – what level of granularity within the models, and what level of abstraction across the models, is likely to be most effective and useful? 3.2. Traceability – the maturity, status, completeness of the tools 3.2.1. Status – what in fact is the degree of maturity across the integrated EA model and other relevant governance models, and who may already be benefiting from it? 3.2.2. Visibility – how does the EA visibly and effectively prove IT investment performance goals are being reached, with positive mission outcome? 3.3. Governance – what's the interaction, participation method; how are the tools used? 3.3.1. Contributions – how is the EA program informed, accept submissions, collect data? Who are the experts? 3.3.2. Review – how is the EA validated, against what criteria?  Taxonomy Usage Example:   1. To speak with: a. ...a particular set of System Owners Facing Strategic Change, via mandate (like the "Cloud First" mandate); about... b. ...how the EA program's visible and easily accessible Infrastructure Reference Model (i.e. "IRM" or "TRM"), if updated more completely with current system data, can... c. ...help shed light on ways to mitigate risks and avoid future costs associated with NOT leveraging potentially-available shared services across the enterprise... 2. ....the following Marketing & Communications (Sales) Plan can be constructed: a. Create an easy-to-read "Consequence Model" that illustrates how adoption of a cloud capability (like elastic operational storage) can enable rapid and durable compliance with the mandate – using EA traceability. Traceability might be from the IRM to the ARM (that identifies reusable services invoking the elastic storage), and then to the PRM with performance measures (such as % utilization of purchased storage allocation) included in the OMB Exhibits; and b. Schedule a meeting with the Program Owners, timed during their Acquisition Strategy meetings in response to the mandate, to use the "Consequence Model" for advising them to organize a rapid and relevant RFI solicitation for this cloud capability (regarding alternatives for sourcing elastic operational storage); and c. Schedule a series of short "Discovery" meetings with the system architecture leads (as agreed by the Program Owners), to further populate/validate the "As-Is" models and frame the "To Be" models (via scenarios), to better inform the RFI, obtain the best feedback from the vendor community, and provide potential value for and avoid impact to all other programs and systems. --end example -- Note that communications with the intended audience should take a page out of the standard "Search Engine Optimization" (SEO) playbook, using keywords and phrases relating to "value" and "outcome" vs. "compliance" and "output". Searches in email boxes, internal and external search engines for phrases like "cost avoidance strategies", "mission performance metrics" and "innovation funding" should yield messages and content from the EA team. This targeted, informed, practical sales approach should result in additional buy-in and participation, additional EA information contribution and model validation, development of more SMEs and quick "proof points" (with real-life testing) to bolster the case for EA. The proof point here is a successful, timely procurement that satisfies not only the external mandate and external oversight review, but also meets internal EA compliance/conformance goals and therefore is more transparently useful across the community. In short, if sold effectively, the EA will perform and be recognized. EA won’t therefore be used only for compliance, but also (according to a validated, stated purpose) to directly influence decisions and outcomes. The opinions, views and analysis expressed in this document are those of the author and do not necessarily reflect the views of Oracle.

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  • Image/"most resembling pixel" search optimization?

    - by SigTerm
    The situation: Let's say I have an image A, say, 512x512 pixels, and image B, 5x5 or 7x7 pixels. Both images are 24bit rgb, and B have 1bit alpha mask (so each pixel is either completely transparent or completely solid). I need to find within image A a pixel which (with its' neighbors) most closely resembles image B, OR the pixel that probably most closely resembles image B. Resemblance is calculated as "distance" which is sum of "distances" between non-transparent B's pixels and A's pixels divided by number of non-transparent B's pixels. Here is a sample SDL code for explanation: struct Pixel{ unsigned char b, g, r, a; }; void fillPixel(int x, int y, SDL_Surface* dst, SDL_Surface* src, int dstMaskX, int dstMaskY){ Pixel& dstPix = *((Pixel*)((char*)(dst->pixels) + sizeof(Pixel)*x + dst->pitch*y)); int xMin = x + texWidth - searchWidth; int xMax = xMin + searchWidth*2; int yMin = y + texHeight - searchHeight; int yMax = yMin + searchHeight*2; int numFilled = 0; for (int curY = yMin; curY < yMax; curY++) for (int curX = xMin; curX < xMax; curX++){ Pixel& cur = *((Pixel*)((char*)(dst->pixels) + sizeof(Pixel)*(curX & texMaskX) + dst->pitch*(curY & texMaskY))); if (cur.a != 0) numFilled++; } if (numFilled == 0){ int srcX = rand() % src->w; int srcY = rand() % src->h; dstPix = *((Pixel*)((char*)(src->pixels) + sizeof(Pixel)*srcX + src->pitch*srcY)); dstPix.a = 0xFF; return; } int storedSrcX = rand() % src->w; int storedSrcY = rand() % src->h; float lastDifference = 3.40282347e+37F; //unsigned char mask = for (int srcY = searchHeight; srcY < (src->h - searchHeight); srcY++) for (int srcX = searchWidth; srcX < (src->w - searchWidth); srcX++){ float curDifference = 0; int numPixels = 0; for (int tmpY = -searchHeight; tmpY < searchHeight; tmpY++) for(int tmpX = -searchWidth; tmpX < searchWidth; tmpX++){ Pixel& tmpSrc = *((Pixel*)((char*)(src->pixels) + sizeof(Pixel)*(srcX+tmpX) + src->pitch*(srcY+tmpY))); Pixel& tmpDst = *((Pixel*)((char*)(dst->pixels) + sizeof(Pixel)*((x + dst->w + tmpX) & dstMaskX) + dst->pitch*((y + dst->h + tmpY) & dstMaskY))); if (tmpDst.a){ numPixels++; int dr = tmpSrc.r - tmpDst.r; int dg = tmpSrc.g - tmpDst.g; int db = tmpSrc.g - tmpDst.g; curDifference += dr*dr + dg*dg + db*db; } } if (numPixels) curDifference /= (float)numPixels; if (curDifference < lastDifference){ lastDifference = curDifference; storedSrcX = srcX; storedSrcY = srcY; } } dstPix = *((Pixel*)((char*)(src->pixels) + sizeof(Pixel)*storedSrcX + src->pitch*storedSrcY)); dstPix.a = 0xFF; } This thing is supposed to be used for texture generation. Now, the question: The easiest way to do this is brute force search (which is used in example routine). But it is slow - even using GPU acceleration and dual core cpu won't make it much faster. It looks like I can't use modified binary search because of B's mask. So, how can I find desired pixel faster? Additional Info: It is allowed to use 2 cores, GPU acceleration, CUDA, and 1.5..2 gigabytes of RAM for the task. I would prefer to avoid some kind of lengthy preprocessing phase that will take 30 minutes to finish. Ideas?

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  • Cannot Start Nginx Compiled from Source

    - by Jason Alan Kennedy
    I am trying to compile Nginx from source based on the original compiled Nginx server running on my DigitalOcean server ( Ubuntu-14.04 64x ) but with a few extra modules. I can get everything installed smoothly but I can not get it to start. I am sure the ini is correct because I copied the original source off the current running Nginx server [ Even though I see that Nginx now adds the ini when compiling fron source ]. Below is the [ lengthy process ] that I am performing - add sorry but I wanted to be thorough for those who are in need of the info ]. Because I am a newB to Nginx, I am sure I am missing something or just have it all wrong. If you may look over what I have done and see if you spot anything I need/need to change, I will greatly appreciate it. Thnx! With the original Nginx server still running: I check the current/running Nginx configuration so I can build the new Nginx instance the same but with the added modules: nginx -V # The out-put: configure arguments: --with-cc-opt='-g -O2 -fstack-protector --param=ssp-buffer-size=4 -Wformat -Werror=format-security -D_FORTIFY_SOURCE=2' --with-ld-opt='-Wl,-Bsymbolic-functions -Wl,-z,relro' --prefix=/usr/share/nginx --conf-path=/etc/nginx/nginx.conf --http-log-path=/var/log/nginx/access.log --error-log-path=/var/log/nginx/error.log --lock-path=/var/lock/nginx.lock --pid-path=/run/nginx.pid --http-client-body-temp-path=/var/lib/nginx/body --http-fastcgi-temp-path=/var/lib/nginx/fastcgi --http-proxy-temp-path=/var/lib/nginx/proxy --http-scgi-temp-path=/var/lib/nginx/scgi --http-uwsgi-temp-path=/var/lib/nginx/uwsgi --with-debug --with-pcre-jit --with-ipv6 --with-http_ssl_module --with-http_stub_status_module --with-http_realip_module --with-http_addition_module --with-http_dav_module --with-http_geoip_module --with-http_gzip_static_module --with-http_image_filter_module --with-http_spdy_module --with-http_sub_module --with-http_xslt_module NOTE: The configure arguments below return errors during 'make' so I removed them. I don't know what they are - could this be related to my issue??? --with-cc-opt='-g -O2 -fstack-protector --param=ssp-buffer-size=4 -Wformat -Werror=format-security -D_FORTIFY_SOURCE=2' --with-ld-opt='-Wl,-Bsymbolic-functions -Wl,-z,relro' Moving on: # So I don't have to sudo every line: sudo bash # Check for updates first thing: apt-get update # Install various prerequisites needed to compile Nginx: apt-get install build-essential libgd2-xpm-dev lsb-base zlib1g-dev libpcre3 libpcre3-dev libbz2-dev libxslt1-dev libxml2 libssl-dev libgeoip-dev tar unzip openssl # Create System users [ if it doesn't exist - but I see its there on DigitalOceans' Droplets all-ready ]: adduser --system --no-create-home --disabled-login --disabled-password --group www-data # Download NGINX wget http://nginx.org/download/nginx-1.7.4.tar.gz tar -xvzf nginx-1.7.4.tar.gz # Then Google PageSpeed: wget https://github.com/pagespeed/ngx_pagespeed/archive/release-1.8.31.4-beta.zip unzip release-1.8.31.4-beta.zip # cd into the PageSpeed Directory cd ngx_pagespeed-release-1.8.31.4-beta/ # and add the PSOL files in there: wget https://dl.google.com/dl/page-speed/psol/1.8.31.4.tar.gz tar -xzvf 1.8.31.4.tar.gz # Get back to the root directory: cd # I add the ngx_cache_purge module and will install the Nginx Helper plugin for WP later: wget https://github.com/FRiCKLE/ngx_cache_purge/archive/2.1.zip unzip 2.1.zip # Add the headers-more-nginx-module: wget https://github.com/openresty/headers-more-nginx-module/archive/v0.25.zip unzip v0.25.zip # and the naxsi module for added security: wget https://github.com/nbs-system/naxsi/archive/0.53-2.tar.gz tar -xvzf 0.53-2.tar.gz # cd to the new Nginx directory cd nginx-1.7.4 # Set up the configuration build based on the current running Nginx config args and add my additional modules: ./configure \ --add-module=$HOME/naxsi-0.53-2/naxsi_src \ --prefix=/usr/share/nginx \ --conf-path=/etc/nginx/nginx.conf \ --http-log-path=/var/log/nginx/access.log \ --error-log-path=/var/log/nginx/error.log \ --lock-path=/var/lock/nginx.lock \ --pid-path=/run/nginx.pid \ --http-client-body-temp-path=/var/lib/nginx/body \ --http-fastcgi-temp-path=/var/lib/nginx/fastcgi \ --http-proxy-temp-path=/var/lib/nginx/proxy \ --http-scgi-temp-path=/var/lib/nginx/scgi \ --http-uwsgi-temp-path=/var/lib/nginx/uwsgi \ --user=www-data \ --group=www-data \ --with-debug \ --with-pcre-jit \ --with-ipv6 \ --with-http_ssl_module \ --with-http_stub_status_module \ --with-http_realip_module \ --with-http_addition_module \ --with-http_dav_module \ --with-http_geoip_module \ --with-http_gzip_static_module \ --with-http_image_filter_module \ --with-http_spdy_module \ --with-http_sub_module \ --with-http_xslt_module \ --with-mail \ --with-mail_ssl_module \ --add-module=$HOME/ngx_pagespeed-release-1.8.31.4-beta \ --add-module=$HOME/ngx_cache_purge-2.1 \ --add-module=$HOME/headers-more-nginx-module-0.25 [ENTER] Configuration Summary: Configuration summary + using system PCRE library + using system OpenSSL library + md5: using OpenSSL library + sha1: using OpenSSL library + using system zlib library nginx path prefix: "/usr/share/nginx" nginx binary file: "/usr/share/nginx/sbin/nginx" nginx configuration prefix: "/etc/nginx" nginx configuration file: "/etc/nginx/nginx.conf" nginx pid file: "/run/nginx.pid" nginx error log file: "/var/log/nginx/error.log" nginx http access log file: "/var/log/nginx/access.log" nginx http client request body temporary files: "/var/lib/nginx/body" nginx http proxy temporary files: "/var/lib/nginx/proxy" nginx http fastcgi temporary files: "/var/lib/nginx/fastcgi" nginx http uwsgi temporary files: "/var/lib/nginx/uwsgi" nginx http scgi temporary files: "/var/lib/nginx/scgi" Next step: I cd to root and I check the old Nginx folder locations and double checked the 'make' output to see that they are the same: whereis nginx #Output: nginx: /usr/sbin/nginx /etc/nginx /usr/share/nginx NOTE: Not sure about the '/usr/sbin/nginx' - Possible issue??? Next I copy the old /etc/nginx/nginx.conf, /etc/nginx/sites-available/default, /etc/nginx/sites-enabled/default, /etc/init.d/nginx to a text file locally for safe keeping to use in the new Nginx server. Then stop the running Nginx server: service nginx stop , verify it's stopped: service --status-all and the output is: [ - ] nginx To verify that there are two Nginx directories, I cd to: cd nginx* and the output is an error indicating there are two nginx folders - Cool Beans! :) Now Install the new Nginx server: cd nginx-1.7.4 make install # INSTALL OUTPUT ######################################## make -f objs/Makefile install make[1]: Entering directory `/home/walkingfish/nginx-1.7.4' test -d '/usr/share/nginx' || mkdir -p '/usr/share/nginx' test -d '/usr/share/nginx/sbin' || mkdir -p '/usr/share/nginx/sbin' test ! -f '/usr/share/nginx/sbin/nginx' || mv '/usr/share/nginx/sbin/nginx' '/usr/share/nginx/sbin/nginx.old' cp objs/nginx '/usr/share/nginx/sbin/nginx' test -d '/etc/nginx' || mkdir -p '/etc/nginx' cp conf/koi-win '/etc/nginx' cp conf/koi-utf '/etc/nginx' cp conf/win-utf '/etc/nginx' test -f '/etc/nginx/mime.types' || cp conf/mime.types '/etc/nginx' cp conf/mime.types '/etc/nginx/mime.types.default' test -f '/etc/nginx/fastcgi_params' || cp conf/fastcgi_params '/etc/nginx' cp conf/fastcgi_params '/etc/nginx/fastcgi_params.default' test -f '/etc/nginx/fastcgi.conf' || cp conf/fastcgi.conf '/etc/nginx' cp conf/fastcgi.conf '/etc/nginx/fastcgi.conf.default' test -f '/etc/nginx/uwsgi_params' || cp conf/uwsgi_params '/etc/nginx' cp conf/uwsgi_params '/etc/nginx/uwsgi_params.default' test -f '/etc/nginx/scgi_params' || cp conf/scgi_params '/etc/nginx' cp conf/scgi_params '/etc/nginx/scgi_params.default' test -f '/etc/nginx/nginx.conf' || cp conf/nginx.conf '/etc/nginx/nginx.conf' cp conf/nginx.conf '/etc/nginx/nginx.conf.default' test -d '/run' || mkdir -p '/run' test -d '/var/log/nginx' || mkdir -p '/var/log/nginx' test -d '/usr/share/nginx/html' || cp -R html '/usr/share/nginx' test -d '/var/log/nginx' || mkdir -p '/var/log/nginx' ######################################################### I copy/create the files that I saved earlier to txt files in sites-available, the config, default and ini files then symlink them to sites-enabled, and so on. And now to start the server: service nginx start And this is where s#!+ hits the fan - Nada. I check to see if Nginx is running with service --status-all and its not. Also with nginx -V and its not installed??? I reboot the system too and still nothing. So I am not sure what is wrong here. The ini was copied over from the old server along with all the other config files after deleting the old files. When I opened the new compiled files, the nginx default data was present so I replaced them with my old original data prior to starting the new server for the first time. Also to be safe, I rm /etc/nginx/sites-enabled/default and symlinked with ln -s /etc/nginx/sites-available/default /etc/nginx/sites-enabled/default with no errors and I verified that the data was in the sites-enabled/default file. I don't think the server really/fully installed because of the nginx -V result: The program 'nginx' can be found in the following packages: * nginx-core * nginx-extras * nginx-full * nginx-light * nginx-naxsi Try: apt-get install <selected package> Do/should I apt-get install nginx-1.7.4 ?? Or what package do I use being that its a custom package and make install earlier did nothing?? If you need to see the conf files I copied over from the old to the custom server, LMK and I'll post them. Again your help here would be appreciated!

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  • Rails 2 and Ngnix: https pages can't load css or js (but will load graphics)

    - by Max Williams
    ADMISSION: i've posted this same question on stackoverflow, before realising it's probabaly better suited to superuser, but it kind of depends on the answer: If it turns out to be a problem in my nginx config, it's definitely superuser. If it turns out to be a problem in my Rails config (or code) then it's arguably stackoverflow. I'm adding some https pages to my rails site. In order to test it locally, i'm running my site under one mongrel_rails instance (on 3000) and nginx. I've managed to get my nginx config to the point where i can actually go to the https pages, and they load. Except, the javascript and css files all fail to load: looking in the Network tab in chrome web tools, i can see that it is trying to load them via an https url. Eg, one of the non-working file urls is https://cmw-local.co.uk/stylesheets/cmw-logged-out.css?1383759216 I have these set up (or at least think i do) in my nginx config to redirect to the http versions of the static files. This seems to be working for graphics, but not for css and js files. If i click on this in the Network tab, it takes me to the above url, which redirects to the http version. So, the redirect seems to be working in some sense, but not when they're loaded by an https page. Like i say, i thought i had this covered in the second try_files directive in my config below, but maybe not. Can anyone see what i'm doing wrong? thanks, Max Here's my nginx config - sorry it's a bit lengthy! I think the error is likely to be in the first (ssl) server block: server { listen 443 ssl; keepalive_timeout 70; ssl_certificate /home/max/work/charanga/elearn_container/elearn/config/nginx/certs/max-local-server.crt; ssl_certificate_key /home/max/work/charanga/elearn_container/elearn/config/nginx/certs/max-local-server.key; ssl_session_cache shared:SSL:10m; ssl_session_timeout 10m; ssl_protocols SSLv3 TLSv1; ssl_ciphers RC4:HIGH:!aNULL:!MD5; ssl_prefer_server_ciphers on; server_name elearning.dev cmw-dev.co.uk cmw-dev.com cmw-nginx.co.uk cmw-local.co.uk; root /home/max/work/charanga/elearn_container/elearn; # ensure that we serve css, js, other statics when requested # as SSL, but if the files don't exist (i.e. any non /basket controller) # then redirect to the non-https version location / { try_files $uri @non-ssl-redirect; } # securely serve everything under /basket (/basket/checkout etc) # we need general too, because of the email/username checking location ~ ^/(basket|general|cmw/account/check_username_availability) { # make sure cached copies are revalidated once they're stale add_header Cache-Control "public, must-revalidate, proxy-revalidate"; # this serves Rails static files that exist without running # other rewrite tests try_files $uri @rails-ssl; expires 1h; } location @non-ssl-redirect { return 301 http://$host$request_uri; } location @rails-ssl { proxy_set_header X-Real-IP $remote_addr; proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; proxy_set_header Host $http_host; proxy_redirect off; proxy_read_timeout 180; proxy_next_upstream off; proxy_pass http://127.0.0.1:3000; expires 0d; } } #upstream elrs { # server 127.0.0.1:3000; #} server { listen 80; server_name elearning.dev cmw-dev.co.uk cmw-dev.com cmw-nginx.co.uk cmw-local.co.uk; root /home/max/work/charanga/elearn_container/elearn; access_log /home/max/work/charanga/elearn_container/elearn/log/access.log; error_log /home/max/work/charanga/elearn_container/elearn/log/error.log debug; client_max_body_size 50M; index index.html index.htm; # gzip html, css & javascript, but don't gzip javascript for pre-SP2 MSIE6 (i.e. those *without* SV1 in their user-agent string) gzip on; gzip_http_version 1.1; gzip_vary on; gzip_comp_level 6; gzip_proxied any; gzip_types text/plain text/css application/json application/x-javascript text/xml application/xml application/xml+rss text/javascript; #text/html # make sure gzip does not lose large gzipped js or css files # see http://blog.leetsoft.com/2007/7/25/nginx-gzip-ssl gzip_buffers 16 8k; # Disable gzip for certain browsers. #gzip_disable "MSIE [1-6].(?!.*SV1)"; gzip_disable "MSIE [1-6]"; # blank gif like it's 1995 location = /images/blank.gif { empty_gif; } # don't serve files beginning with dots location ~ /\. { access_log off; log_not_found off; deny all; } # we don't care if these are missing location = /robots.txt { log_not_found off; } location = /favicon.ico { log_not_found off; } location ~ affiliate.xml { log_not_found off; } location ~ copyright.xml { log_not_found off; } # convert urls with multiple slashes to a single / if ($request ~ /+ ) { rewrite ^(/)+(.*) /$2 break; } # X-Accel-Redirect # Don't tie up mongrels with serving the lesson zips or exes, let Nginx do it instead location /zips { internal; root /var/www/apps/e_learning_resource/shared/assets; } location /tmp { internal; root /; } location /mnt{ root /; } # resource library thumbnails should be served as usual location ~ ^/resource_library/.*/*thumbnail.jpg$ { if (!-f $request_filename) { rewrite ^(.*)$ /images/no-thumb.png break; } expires 1m; } # don't make Rails generate the dynamic routes to the dcr and swf, we'll do it here location ~ "lesson viewer.dcr" { rewrite ^(.*)$ "/assets/players/lesson viewer.dcr" break; } # we need this rule so we don't serve the older lessonviewer when the rule below is matched location = /assets/players/virgin_lesson_viewer/_cha5513/lessonViewer.swf { rewrite ^(.*)$ /assets/players/virgin_lesson_viewer/_cha5513/lessonViewer.swf break; } location ~ v6lessonViewer.swf { rewrite ^(.*)$ /assets/players/v6lessonViewer.swf break; } location ~ lessonViewer.swf { rewrite ^(.*)$ /assets/players/lessonViewer.swf break; } location ~ lgn111.dat { empty_gif; } # try to get autocomplete school names from memcache first, then # fallback to rails when we can't location /schools/autocomplete { set $memcached_key $uri?q=$arg_q; memcached_pass 127.0.0.1:11211; default_type text/html; error_page 404 =200 @rails; # 404 not really! Hand off to rails } location / { # make sure cached copies are revalidated once they're stale add_header Cache-Control "public, must-revalidate, proxy-revalidate"; # this serves Rails static files that exist without running other rewrite tests try_files $uri @rails; expires 1h; } location @rails { proxy_set_header X-Real-IP $remote_addr; proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; proxy_set_header Host $http_host; proxy_redirect off; proxy_read_timeout 180; proxy_next_upstream off; proxy_pass http://127.0.0.1:3000; expires 0d; } }

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  • Towards Database Continuous Delivery – What Next after Continuous Integration? A Checklist

    - by Ben Rees
    .dbd-banner p{ font-size:0.75em; padding:0 0 10px; margin:0 } .dbd-banner p span{ color:#675C6D; } .dbd-banner p:last-child{ padding:0; } @media ALL and (max-width:640px){ .dbd-banner{ background:#f0f0f0; padding:5px; color:#333; margin-top: 5px; } } -- Database delivery patterns & practices STAGE 4 AUTOMATED DEPLOYMENT If you’ve been fortunate enough to get to the stage where you’ve implemented some sort of continuous integration process for your database updates, then hopefully you’re seeing the benefits of that investment – constant feedback on changes your devs are making, advanced warning of data loss (prior to the production release on Saturday night!), a nice suite of automated tests to check business logic, so you know it’s going to work when it goes live, and so on. But what next? What can you do to improve your delivery process further, moving towards a full continuous delivery process for your database? In this article I describe some of the issues you might need to tackle on the next stage of this journey, and how to plan to overcome those obstacles before they appear. Our Database Delivery Learning Program consists of four stages, really three – source controlling a database, running continuous integration processes, then how to set up automated deployment (the middle stage is split in two – basic and advanced continuous integration, making four stages in total). If you’ve managed to work through the first three of these stages – source control, basic, then advanced CI, then you should have a solid change management process set up where, every time one of your team checks in a change to your database (whether schema or static reference data), this change gets fully tested automatically by your CI server. But this is only part of the story. Great, we know that our updates work, that the upgrade process works, that the upgrade isn’t going to wipe our 4Tb of production data with a single DROP TABLE. But – how do you get this (fully tested) release live? Continuous delivery means being always ready to release your software at any point in time. There’s a significant gap between your latest version being tested, and it being easily releasable. Just a quick note on terminology – there’s a nice piece here from Atlassian on the difference between continuous integration, continuous delivery and continuous deployment. This piece also gives a nice description of the benefits of continuous delivery. These benefits have been summed up by Jez Humble at Thoughtworks as: “Continuous delivery is a set of principles and practices to reduce the cost, time, and risk of delivering incremental changes to users” There’s another really useful piece here on Simple-Talk about the need for continuous delivery and how it applies to the database written by Phil Factor – specifically the extra needs and complexities of implementing a full CD solution for the database (compared to just implementing CD for, say, a web app). So, hopefully you’re convinced of moving on the the next stage! The next step after CI is to get some sort of automated deployment (or “release management”) process set up. But what should I do next? What do I need to plan and think about for getting my automated database deployment process set up? Can’t I just install one of the many release management tools available and hey presto, I’m ready! If only it were that simple. Below I list some of the areas that it’s worth spending a little time on, where a little planning and prep could go a long way. It’s also worth pointing out, that this should really be an evolving process. Depending on your starting point of course, it can be a long journey from your current setup to a full continuous delivery pipeline. If you’ve got a CI mechanism in place, you’re certainly a long way down that path. Nevertheless, we’d recommend evolving your process incrementally. Pages 157 and 129-141 of the book on Continuous Delivery (by Jez Humble and Dave Farley) have some great guidance on building up a pipeline incrementally: http://www.amazon.com/Continuous-Delivery-Deployment-Automation-Addison-Wesley/dp/0321601912 For now, in this post, we’ll look at the following areas for your checklist: You and Your Team Environments The Deployment Process Rollback and Recovery Development Practices You and Your Team It’s a cliché in the DevOps community that “It’s not all about processes and tools, really it’s all about a culture”. As stated in this DevOps report from Puppet Labs: “DevOps processes and tooling contribute to high performance, but these practices alone aren’t enough to achieve organizational success. The most common barriers to DevOps adoption are cultural: lack of manager or team buy-in, or the value of DevOps isn’t understood outside of a specific group”. Like most clichés, there’s truth in there – if you want to set up a database continuous delivery process, you need to get your boss, your department, your company (if relevant) onside. Why? Because it’s an investment with the benefits coming way down the line. But the benefits are huge – for HP, in the book A Practical Approach to Large-Scale Agile Development: How HP Transformed LaserJet FutureSmart Firmware, these are summarized as: -2008 to present: overall development costs reduced by 40% -Number of programs under development increased by 140% -Development costs per program down 78% -Firmware resources now driving innovation increased by a factor of 8 (from 5% working on new features to 40% But what does this mean? It means that, when moving to the next stage, to make that extra investment in automating your deployment process, it helps a lot if everyone is convinced that this is a good thing. That they understand the benefits of automated deployment and are willing to make the effort to transform to a new way of working. Incidentally, if you’re ever struggling to convince someone of the value I’d strongly recommend just buying them a copy of this book – a great read, and a very practical guide to how it can really work at a large org. I’ve spoken to many customers who have implemented database CI who describe their deployment process as “The point where automation breaks down. Up to that point, the CI process runs, untouched by human hand, but as soon as that’s finished we revert to manual.” This deployment process can involve, for example, a DBA manually comparing an environment (say, QA) to production, creating the upgrade scripts, reading through them, checking them against an Excel document emailed to him/her the night before, turning to page 29 in his/her notebook to double-check how replication is switched off and on for deployments, and so on and so on. Painful, error-prone and lengthy. But the point is, if this is something like your deployment process, telling your DBA “We’re changing everything you do and your toolset next week, to automate most of your role – that’s okay isn’t it?” isn’t likely to go down well. There’s some work here to bring him/her onside – to explain what you’re doing, why there will still be control of the deployment process and so on. Or of course, if you’re the DBA looking after this process, you have to do a similar job in reverse. You may have researched and worked out how you’d like to change your methodology to start automating your painful release process, but do the dev team know this? What if they have to start producing different artifacts for you? Will they be happy with this? Worth talking to them, to find out. As well as talking to your DBA/dev team, the other group to get involved before implementation is your manager. And possibly your manager’s manager too. As mentioned, unless there’s buy-in “from the top”, you’re going to hit problems when the implementation starts to get rocky (and what tool/process implementations don’t get rocky?!). You need to have support from someone senior in your organisation – someone you can turn to when you need help with a delayed implementation, lack of resources or lack of progress. Actions: Get your DBA involved (or whoever looks after live deployments) and discuss what you’re planning to do or, if you’re the DBA yourself, get the dev team up-to-speed with your plans, Get your boss involved too and make sure he/she is bought in to the investment. Environments Where are you going to deploy to? And really this question is – what environments do you want set up for your deployment pipeline? Assume everyone has “Production”, but do you have a QA environment? Dedicated development environments for each dev? Proper pre-production? I’ve seen every setup under the sun, and there is often a big difference between “What we want, to do continuous delivery properly” and “What we’re currently stuck with”. Some of these differences are: What we want What we’ve got Each developer with their own dedicated database environment A single shared “development” environment, used by everyone at once An Integration box used to test the integration of all check-ins via the CI process, along with a full suite of unit-tests running on that machine In fact if you have a CI process running, you’re likely to have some sort of integration server running (even if you don’t call it that!). Whether you have a full suite of unit tests running is a different question… Separate QA environment used explicitly for manual testing prior to release “We just test on the dev environments, or maybe pre-production” A proper pre-production (or “staging”) box that matches production as closely as possible Hopefully a pre-production box of some sort. But does it match production closely!? A production environment reproducible from source control A production box which has drifted significantly from anything in source control The big question is – how much time and effort are you going to invest in fixing these issues? In reality this just involves figuring out which new databases you’re going to create and where they’ll be hosted – VMs? Cloud-based? What about size/data issues – what data are you going to include on dev environments? Does it need to be masked to protect access to production data? And often the amount of work here really depends on whether you’re working on a new, greenfield project, or trying to update an existing, brownfield application. There’s a world if difference between starting from scratch with 4 or 5 clean environments (reproducible from source control of course!), and trying to re-purpose and tweak a set of existing databases, with all of their surrounding processes and quirks. But for a proper release management process, ideally you have: Dedicated development databases, An Integration server used for testing continuous integration and running unit tests. [NB: This is the point at which deployments are automatic, without human intervention. Each deployment after this point is a one-click (but human) action], QA – QA engineers use a one-click deployment process to automatically* deploy chosen releases to QA for testing, Pre-production. The environment you use to test the production release process, Production. * A note on the use of the word “automatic” – when carrying out automated deployments this does not mean that the deployment is happening without human intervention (i.e. that something is just deploying over and over again). It means that the process of carrying out the deployment is automatic in that it’s not a person manually running through a checklist or set of actions. The deployment still requires a single-click from a user. Actions: Get your environments set up and ready, Set access permissions appropriately, Make sure everyone understands what the environments will be used for (it’s not a “free-for-all” with all environments to be accessed, played with and changed by development). The Deployment Process As described earlier, most existing database deployment processes are pretty manual. The following is a description of a process we hear very often when we ask customers “How do your database changes get live? How does your manual process work?” Check pre-production matches production (use a schema compare tool, like SQL Compare). Sometimes done by taking a backup from production and restoring in to pre-prod, Again, use a schema compare tool to find the differences between the latest version of the database ready to go live (i.e. what the team have been developing). This generates a script, User (generally, the DBA), reviews the script. This often involves manually checking updates against a spreadsheet or similar, Run the script on pre-production, and check there are no errors (i.e. it upgrades pre-production to what you hoped), If all working, run the script on production.* * this assumes there’s no problem with production drifting away from pre-production in the interim time period (i.e. someone has hacked something in to the production box without going through the proper change management process). This difference could undermine the validity of your pre-production deployment test. Red Gate is currently working on a free tool to detect this problem – sign up here at www.sqllighthouse.com, if you’re interested in testing early versions. There are several variations on this process – some better, some much worse! How do you automate this? In particular, step 3 – surely you can’t automate a DBA checking through a script, that everything is in order!? The key point here is to plan what you want in your new deployment process. There are so many options. At one extreme, pure continuous deployment – whenever a dev checks something in to source control, the CI process runs (including extensive and thorough testing!), before the deployment process keys in and automatically deploys that change to the live box. Not for the faint hearted – and really not something we recommend. At the other extreme, you might be more comfortable with a semi-automated process – the pre-production/production matching process is automated (with an error thrown if these environments don’t match), followed by a manual intervention, allowing for script approval by the DBA. One he/she clicks “Okay, I’m happy for that to go live”, the latter stages automatically take the script through to live. And anything in between of course – and other variations. But we’d strongly recommended sitting down with a whiteboard and your team, and spending a couple of hours mapping out “What do we do now?”, “What do we actually want?”, “What will satisfy our needs for continuous delivery, but still maintaining some sort of continuous control over the process?” NB: Most of what we’re discussing here is about production deployments. It’s important to note that you will also need to map out a deployment process for earlier environments (for example QA). However, these are likely to be less onerous, and many customers opt for a much more automated process for these boxes. Actions: Sit down with your team and a whiteboard, and draw out the answers to the questions above for your production deployments – “What do we do now?”, “What do we actually want?”, “What will satisfy our needs for continuous delivery, but still maintaining some sort of continuous control over the process?” Repeat for earlier environments (QA and so on). Rollback and Recovery If only every deployment went according to plan! Unfortunately they don’t – and when things go wrong, you need a rollback or recovery plan for what you’re going to do in that situation. Once you move in to a more automated database deployment process, you’re far more likely to be deploying more frequently than before. No longer once every 6 months, maybe now once per week, or even daily. Hence the need for a quick rollback or recovery process becomes paramount, and should be planned for. NB: These are mainly scenarios for handling rollbacks after the transaction has been committed. If a failure is detected during the transaction, the whole transaction can just be rolled back, no problem. There are various options, which we’ll explore in subsequent articles, things like: Immediately restore from backup, Have a pre-tested rollback script (remembering that really this is a “roll-forward” script – there’s not really such a thing as a rollback script for a database!) Have fallback environments – for example, using a blue-green deployment pattern. Different options have pros and cons – some are easier to set up, some require more investment in infrastructure; and of course some work better than others (the key issue with using backups, is loss of the interim transaction data that has been added between the failed deployment and the restore). The best mechanism will be primarily dependent on how your application works and how much you need a cast-iron failsafe mechanism. Actions: Work out an appropriate rollback strategy based on how your application and business works, your appetite for investment and requirements for a completely failsafe process. Development Practices This is perhaps the more difficult area for people to tackle. The process by which you can deploy database updates is actually intrinsically linked with the patterns and practices used to develop that database and linked application. So you need to decide whether you want to implement some changes to the way your developers actually develop the database (particularly schema changes) to make the deployment process easier. A good example is the pattern “Branch by abstraction”. Explained nicely here, by Martin Fowler, this is a process that can be used to make significant database changes (e.g. splitting a table) in a step-wise manner so that you can always roll back, without data loss – by making incremental updates to the database backward compatible. Slides 103-108 of the following slidedeck, from Niek Bartholomeus explain the process: https://speakerdeck.com/niekbartho/orchestration-in-meatspace As these slides show, by making a significant schema change in multiple steps – where each step can be rolled back without any loss of new data – this affords the release team the opportunity to have zero-downtime deployments with considerably less stress (because if an increment goes wrong, they can roll back easily). There are plenty more great patterns that can be implemented – the book Refactoring Databases, by Scott Ambler and Pramod Sadalage is a great read, if this is a direction you want to go in: http://www.amazon.com/Refactoring-Databases-Evolutionary-paperback-Addison-Wesley/dp/0321774515 But the question is – how much of this investment are you willing to make? How often are you making significant schema changes that would require these best practices? Again, there’s a difference here between migrating old projects and starting afresh – with the latter it’s much easier to instigate best practice from the start. Actions: For your business, work out how far down the path you want to go, amending your database development patterns to “best practice”. It’s a trade-off between implementing quality processes, and the necessity to do so (depending on how often you make complex changes). Socialise these changes with your development group. No-one likes having “best practice” changes imposed on them, so good to introduce these ideas and the rationale behind them early.   Summary The next stages of implementing a continuous delivery pipeline for your database changes (once you have CI up and running) require a little pre-planning, if you want to get the most out of the work, and for the implementation to go smoothly. We’ve covered some of the checklist of areas to consider – mainly in the areas of “Getting the team ready for the changes that are coming” and “Planning our your pipeline, environments, patterns and practices for development”, though there will be more detail, depending on where you’re coming from – and where you want to get to. This article is part of our database delivery patterns & practices series on Simple Talk. Find more articles for version control, automated testing, continuous integration & deployment.

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  • How to create Custom ListForm WebPart

    - by DipeshBhanani
    Mostly all who works extensively on SharePoint (including meJ) don’t like to use out-of-box list forms (DispForm.aspx, EditForm.aspx, NewForm.aspx) as interface. Actually these OOB list forms bind hands of developers for the customization. It gives headache to developers to add just one post back event, for a dropdown field and to populate other fields in NewForm.aspx or EditForm.aspx. On top of that clients always ask such stuff. So here I am going to give you guys a flight for SharePoint Customization world. In this blog, I will explain, how to create CustomListForm WebPart. In my next blogs, I am going to explain easy deployment of List Forms through features and last, guidance on using SharePoint web controls. 1.       First thing, create a class library project through Visual Studio and inherit the class with WebPart class.     public class CustomListForm : WebPart   2.       Declare the public variables and properties which we are going to use throughout the class. You will get to know these once you see them in use.         #region "Variable Declaration"           Table spTableCntl;         FormToolBar formToolBar;         Literal ltAlertMessage;         Guid SiteId;         Guid ListId;         int ItemId;         string ListName;           #endregion           #region "Properties"           SPControlMode _ControlMode = SPControlMode.New;         [Personalizable(PersonalizationScope.Shared),          WebBrowsable(true),          WebDisplayName("Control Mode"),          WebDescription("Set Control Mode"),          DefaultValue(""),          Category("Miscellaneous")]         public SPControlMode ControlMode         {             get { return _ControlMode; }             set { _ControlMode = value; }         }           #endregion     The property “ControlMode” is used to identify the mode of the List Form. The property is of type SPControlMode which is an enum type with values (Display, Edit, New and Invalid). When we will add this WebPart to DispForm.aspx, EditForm.aspx and NewForm.aspx, we will set the WebPart property “ControlMode” to Display, Edit and New respectively.     3.       Now, we need to override the CreateChildControl method and write code to manually add SharePoint Web Controls related to each list fields as well as ToolBar controls.         protected override void CreateChildControls()         {             base.CreateChildControls();               try             {                 SiteId = SPContext.Current.Site.ID;                 ListId = SPContext.Current.ListId;                 ListName = SPContext.Current.List.Title;                   if (_ControlMode == SPControlMode.Display || _ControlMode == SPControlMode.Edit)                     ItemId = SPContext.Current.ItemId;                   SPSecurity.RunWithElevatedPrivileges(delegate()                 {                     using (SPSite site = new SPSite(SiteId))                     {                         //creating a new SPSite with credentials of System Account                         using (SPWeb web = site.OpenWeb())                         {                               //<Custom Code for creating form controls>                         }                     }                 });             }             catch (Exception ex)             {                 ShowError(ex, "CreateChildControls");             }         }   Here we are assuming that we are developing this WebPart to plug into List Forms. Hence we will get the List Id and List Name from the current context. We can have Item Id only in case of Display and Edit Mode. We are putting our code into “RunWithElevatedPrivileges” to elevate privileges to System Account. Now, let’s get deep down into the main code and expand “//<Custom Code for creating form controls>”. Before initiating any SharePoint control, we need to set context of SharePoint web controls explicitly so that it will be instantiated with elevated System Account user. Following line does the job.     //To create SharePoint controls with new web object and System Account credentials     SPControl.SetContextWeb(Context, web);   First thing, let’s add main table as container for all controls.     //Table to render webpart     Table spTableMain = new Table();     spTableMain.CellPadding = 0;     spTableMain.CellSpacing = 0;     spTableMain.Width = new Unit(100, UnitType.Percentage);     this.Controls.Add(spTableMain);   Now we need to add Top toolbar with Save and Cancel button at top as you see in the below screen shot.       // Add Row and Cell for Top ToolBar     TableRow spRowTopToolBar = new TableRow();     spTableMain.Rows.Add(spRowTopToolBar);     TableCell spCellTopToolBar = new TableCell();     spRowTopToolBar.Cells.Add(spCellTopToolBar);     spCellTopToolBar.Width = new Unit(100, UnitType.Percentage);         ToolBar toolBarTop = (ToolBar)Page.LoadControl("/_controltemplates/ToolBar.ascx");     toolBarTop.CssClass = "ms-formtoolbar";     toolBarTop.ID = "toolBarTbltop";     toolBarTop.RightButtons.SeparatorHtml = "<td class=ms-separator> </td>";       if (_ControlMode != SPControlMode.Display)     {         SaveButton btnSave = new SaveButton();         btnSave.ControlMode = _ControlMode;         btnSave.ListId = ListId;           if (_ControlMode == SPControlMode.New)             btnSave.RenderContext = SPContext.GetContext(web);         else         {             btnSave.RenderContext = SPContext.GetContext(this.Context, ItemId, ListId, web);             btnSave.ItemContext = SPContext.GetContext(this.Context, ItemId, ListId, web);             btnSave.ItemId = ItemId;         }         toolBarTop.RightButtons.Controls.Add(btnSave);     }       GoBackButton goBackButtonTop = new GoBackButton();     toolBarTop.RightButtons.Controls.Add(goBackButtonTop);     goBackButtonTop.ControlMode = SPControlMode.Display;       spCellTopToolBar.Controls.Add(toolBarTop);   Here we have use “SaveButton” and “GoBackButton” which are internal SharePoint web controls for save and cancel functionality. I have set some of the properties of Save Button with if-else condition because we will not have Item Id in case of New Mode. Item Id property is used to identify which SharePoint List Item need to be saved. Now, add Form Toolbar to the page which contains “Attach File”, “Delete Item” etc buttons.       // Add Row and Cell for FormToolBar     TableRow spRowFormToolBar = new TableRow();     spTableMain.Rows.Add(spRowFormToolBar);     TableCell spCellFormToolBar = new TableCell();     spRowFormToolBar.Cells.Add(spCellFormToolBar);     spCellFormToolBar.Width = new Unit(100, UnitType.Percentage);       FormToolBar formToolBar = new FormToolBar();     formToolBar.ID = "formToolBar";     formToolBar.ListId = ListId;     if (_ControlMode == SPControlMode.New)         formToolBar.RenderContext = SPContext.GetContext(web);     else     {         formToolBar.RenderContext = SPContext.GetContext(this.Context, ItemId, ListId, web);         formToolBar.ItemContext = SPContext.GetContext(this.Context, ItemId, ListId, web);         formToolBar.ItemId = ItemId;     }     formToolBar.ControlMode = _ControlMode;     formToolBar.EnableViewState = true;       spCellFormToolBar.Controls.Add(formToolBar);     The ControlMode property will take care of which button to be displayed on the toolbar. E.g. “Attach files”, “Delete Item” in new/edit forms and “New Item”, “Edit Item”, “Delete Item”, “Manage Permissions” etc in display forms. Now add main section which contains form field controls.     //Create Form Field controls and add them in Table "spCellCntl"     CreateFieldControls(web);     //Add public variable "spCellCntl" containing all form controls to the page     spRowCntl.Cells.Add(spCellCntl);     spCellCntl.Width = new Unit(100, UnitType.Percentage);     spCellCntl.Controls.Add(spTableCntl);       //Add a Blank Row with height of 5px to render space between ToolBar table and Control table     TableRow spRowLine1 = new TableRow();     spTableMain.Rows.Add(spRowLine1);     TableCell spCellLine1 = new TableCell();     spRowLine1.Cells.Add(spCellLine1);     spCellLine1.Height = new Unit(5, UnitType.Pixel);     spCellLine1.Controls.Add(new LiteralControl("<IMG SRC='/_layouts/images/blank.gif' width=1 height=1 alt=''>"));       //Add Row and Cell for Form Controls Section     TableRow spRowCntl = new TableRow();     spTableMain.Rows.Add(spRowCntl);     TableCell spCellCntl = new TableCell();       //Create Form Field controls and add them in Table "spCellCntl"     CreateFieldControls(web);     //Add public variable "spCellCntl" containing all form controls to the page     spRowCntl.Cells.Add(spCellCntl);     spCellCntl.Width = new Unit(100, UnitType.Percentage);     spCellCntl.Controls.Add(spTableCntl);       TableRow spRowLine2 = new TableRow();     spTableMain.Rows.Add(spRowLine2);     TableCell spCellLine2 = new TableCell();     spRowLine2.Cells.Add(spCellLine2);     spCellLine2.CssClass = "ms-formline";     spCellLine2.Controls.Add(new LiteralControl("<IMG SRC='/_layouts/images/blank.gif' width=1 height=1 alt=''>"));       // Add Blank row with height of 5 pixel     TableRow spRowLine3 = new TableRow();     spTableMain.Rows.Add(spRowLine3);     TableCell spCellLine3 = new TableCell();     spRowLine3.Cells.Add(spCellLine3);     spCellLine3.Height = new Unit(5, UnitType.Pixel);     spCellLine3.Controls.Add(new LiteralControl("<IMG SRC='/_layouts/images/blank.gif' width=1 height=1 alt=''>"));   You can add bottom toolbar also to get same look and feel as OOB forms. I am not adding here as the blog will be much lengthy. At last, you need to write following lines to allow unsafe updates for Save and Delete button.     // Allow unsafe update on web for save button and delete button     if (this.Page.IsPostBack && this.Page.Request["__EventTarget"] != null         && (this.Page.Request["__EventTarget"].Contains("IOSaveItem")         || this.Page.Request["__EventTarget"].Contains("IODeleteItem")))     {         SPContext.Current.Web.AllowUnsafeUpdates = true;     }   So that’s all. We have finished writing Custom Code for adding field control. But something most important is skipped. In above code, I have called function “CreateFieldControls(web);” to add SharePoint field controls to the page. Let’s see the implementation of the function:     private void CreateFieldControls(SPWeb pWeb)     {         SPList listMain = pWeb.Lists[ListId];         SPFieldCollection fields = listMain.Fields;           //Main Table to render all fields         spTableCntl = new Table();         spTableCntl.BorderWidth = new Unit(0);         spTableCntl.CellPadding = 0;         spTableCntl.CellSpacing = 0;         spTableCntl.Width = new Unit(100, UnitType.Percentage);         spTableCntl.CssClass = "ms-formtable";           SPContext controlContext = SPContext.GetContext(this.Context, ItemId, ListId, pWeb);           foreach (SPField listField in fields)         {             string fieldDisplayName = listField.Title;             string fieldInternalName = listField.InternalName;               //Skip if the field is system field or hidden             if (listField.Hidden || listField.ShowInVersionHistory == false)                 continue;               //Skip if the control mode is display and field is read-only             if (_ControlMode != SPControlMode.Display && listField.ReadOnlyField == true)                 continue;               FieldLabel fieldLabel = new FieldLabel();             fieldLabel.FieldName = listField.InternalName;             fieldLabel.ListId = ListId;               BaseFieldControl fieldControl = listField.FieldRenderingControl;             fieldControl.ListId = ListId;             //Assign unique id using Field Internal Name             fieldControl.ID = string.Format("Field_{0}", fieldInternalName);             fieldControl.EnableViewState = true;               //Assign control mode             fieldLabel.ControlMode = _ControlMode;             fieldControl.ControlMode = _ControlMode;             switch (_ControlMode)             {                 case SPControlMode.New:                     fieldLabel.RenderContext = SPContext.GetContext(pWeb);                     fieldControl.RenderContext = SPContext.GetContext(pWeb);                     break;                 case SPControlMode.Edit:                 case SPControlMode.Display:                     fieldLabel.RenderContext = controlContext;                     fieldLabel.ItemContext = controlContext;                     fieldLabel.ItemId = ItemId;                       fieldControl.RenderContext = controlContext;                     fieldControl.ItemContext = controlContext;                     fieldControl.ItemId = ItemId;                     break;             }               //Add row to display a field row             TableRow spCntlRow = new TableRow();             spTableCntl.Rows.Add(spCntlRow);               //Add the cells for containing field lable and control             TableCell spCellLabel = new TableCell();             spCellLabel.Width = new Unit(30, UnitType.Percentage);             spCellLabel.CssClass = "ms-formlabel";             spCntlRow.Cells.Add(spCellLabel);             TableCell spCellControl = new TableCell();             spCellControl.Width = new Unit(70, UnitType.Percentage);             spCellControl.CssClass = "ms-formbody";             spCntlRow.Cells.Add(spCellControl);               //Add the control to the table cells             spCellLabel.Controls.Add(fieldLabel);             spCellControl.Controls.Add(fieldControl);               //Add description if there is any in case of New and Edit Mode             if (_ControlMode != SPControlMode.Display && listField.Description != string.Empty)             {                 FieldDescription fieldDesc = new FieldDescription();                 fieldDesc.FieldName = fieldInternalName;                 fieldDesc.ListId = ListId;                 spCellControl.Controls.Add(fieldDesc);             }               //Disable Name(Title) in Edit Mode             if (_ControlMode == SPControlMode.Edit && fieldDisplayName == "Name")             {                 TextBox txtTitlefield = (TextBox)fieldControl.Controls[0].FindControl("TextField");                 txtTitlefield.Enabled = false;             }         }         fields = null;     }   First of all, I have declared List object and got list fields in field collection object called “fields”. Then I have added a table for the container of all controls and assign CSS class as "ms-formtable" so that it gives consistent look and feel of SharePoint. Now it’s time to navigate through all fields and add them if required. Here we don’t need to add hidden or system fields. We also don’t want to display read-only fields in new and edit forms. Following lines does this job.             //Skip if the field is system field or hidden             if (listField.Hidden || listField.ShowInVersionHistory == false)                 continue;               //Skip if the control mode is display and field is read-only             if (_ControlMode != SPControlMode.Display && listField.ReadOnlyField == true)                 continue;   Let’s move to the next line of code.             FieldLabel fieldLabel = new FieldLabel();             fieldLabel.FieldName = listField.InternalName;             fieldLabel.ListId = ListId;               BaseFieldControl fieldControl = listField.FieldRenderingControl;             fieldControl.ListId = ListId;             //Assign unique id using Field Internal Name             fieldControl.ID = string.Format("Field_{0}", fieldInternalName);             fieldControl.EnableViewState = true;               //Assign control mode             fieldLabel.ControlMode = _ControlMode;             fieldControl.ControlMode = _ControlMode;   We have used “FieldLabel” control for displaying field title. The advantage of using Field Label is, SharePoint automatically adds red star besides field label to identify it as mandatory field if there is any. Here is most important part to understand. The “BaseFieldControl”. It will render the respective web controls according to type of the field. For example, if it’s single line of text, then Textbox, if it’s look up then it renders dropdown. Additionally, the “ControlMode” property tells compiler that which mode (display/edit/new) controls need to be rendered with. In display mode, it will render label with field value. In edit mode, it will render respective control with item value and in new mode it will render respective control with empty value. Please note that, it’s not always the case when dropdown field will be rendered for Lookup field or Choice field. You need to understand which controls are rendered for which list fields. I am planning to write a separate blog which I hope to publish it very soon. Moreover, we also need to assign list field specific properties like List Id, Field Name etc to identify which SharePoint List field is attached with the control.             switch (_ControlMode)             {                 case SPControlMode.New:                     fieldLabel.RenderContext = SPContext.GetContext(pWeb);                     fieldControl.RenderContext = SPContext.GetContext(pWeb);                     break;                 case SPControlMode.Edit:                 case SPControlMode.Display:                     fieldLabel.RenderContext = controlContext;                     fieldLabel.ItemContext = controlContext;                     fieldLabel.ItemId = ItemId;                       fieldControl.RenderContext = controlContext;                     fieldControl.ItemContext = controlContext;                     fieldControl.ItemId = ItemId;                     break;             }   Here, I have separate code for new mode and Edit/Display mode because we will not have Item Id to assign in New Mode. We also need to set CSS class for cell containing Label and Controls so that those controls get rendered with SharePoint theme.             spCellLabel.CssClass = "ms-formlabel";             spCellControl.CssClass = "ms-formbody";   “FieldDescription” control is used to add field description if there is any.    Now it’s time to add some more customization,               //Disable Name(Title) in Edit Mode             if (_ControlMode == SPControlMode.Edit && fieldDisplayName == "Name")             {                 TextBox txtTitlefield = (TextBox)fieldControl.Controls[0].FindControl("TextField");                 txtTitlefield.Enabled = false;             }   The above code will disable the title field in edit mode. You can add more code here to achieve more customization according to your requirement. Some of the examples are as follow:             //Adding post back event on UserField to auto populate some other dependent field             //in new mode and disable it in edit mode             if (_ControlMode != SPControlMode.Display && fieldDisplayName == "Manager")             {                 if (fieldControl.Controls[0].FindControl("UserField") != null)                 {                     PeopleEditor pplEditor = (PeopleEditor)fieldControl.Controls[0].FindControl("UserField");                     if (_ControlMode == SPControlMode.New)                         pplEditor.AutoPostBack = true;                     else                         pplEditor.Enabled = false;                 }             }               //Add JavaScript Event on Dropdown field. Don't forget to add the JavaScript function on the page.             if (_ControlMode == SPControlMode.Edit && fieldDisplayName == "Designation")             {                 DropDownList ddlCategory = (DropDownList)fieldControl.Controls[0];                 ddlCategory.Attributes.Add("onchange", string.Format("javascript:DropdownChangeEvent('{0}');return false;", ddlCategory.ClientID));             }    Following are the screenshots of my Custom ListForm WebPart. Let’s play a game, check out your OOB List forms of SharePoint, compare with these screens and find out differences.   DispForm.aspx:   EditForm.aspx:   NewForm.aspx:   Enjoy the SharePoint Soup!!! ­­­­­­­­­­­­­­­­­­­­

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  • Can this Query be corrected or different table structure needed? (database dumps provided)

    - by sandeepan
    This is a bit lengthy but I have provided sufficient details and kept things very clear. Please see if you can help. (I will surely accept answer if it solves my problem) I am sure a person experienced with this can surely help or suggest me to decide the tables structure. About the system:- There are tutors who create classes A tags based search approach is being followed Tag relations are created/edited when new tutors registers/edits profile data and when tutors create classes (this makes tutors and classes searcheable).For simplicity, let us consider only tutor name and class name are the fields which are matched against search keywords. In this example, I am considering - tutor "Sandeepan Nath" has created a class called "first class" tutor "Bob Cratchit" has created a class called "new class" Desired search results- AND logic to be appied on the search keywords and match against class and tutor data(class name + tutor name), in other words, All those classes be shown such that all the search terms are present in the class name or its tutor name. Example to be clear - Searching "first class" returns class with id_wc = 1. Working Searching "Sandeepan class" should also return class with id_wc = 1. Not working in System 2. Problem with profile editing and searching To tell in one sentence, I am facing a conflict between the ease of profile edition (edition of tag relations when tutor profiles are edited) and the ease of search logic. In the beginning, we had one table structure and search was easy but tag edition logic was very clumsy and unmaintainable(Check System 1 in the section below) . So we created separate tag relations tables to make profile edition simpler but search has become difficult. Please dump the tables so that you can run the search query I have given below and see the results. System 1 (previous system - search easy - profile edition difficult):- Only one table called All_Tag_Relations table had the all the tag relations. The tags table below is common to both systems 1 and 2. CREATE TABLE IF NOT EXISTS `all_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) unsigned DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `all_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`, `id_wc`) VALUES (1, 1, 1, NULL), (2, 2, 1, NULL), (3, 1, 1, 1), (4, 2, 1, 1), (5, 3, 1, 1), (6, 4, 1, 1), (7, 6, 2, NULL), (8, 7, 2, NULL), (9, 6, 2, 2), (10, 7, 2, 2), (11, 5, 2, 2), (12, 4, 2, 2); CREATE TABLE IF NOT EXISTS `tags` ( `id_tag` int(10) unsigned NOT NULL AUTO_INCREMENT, `tag` varchar(255) DEFAULT NULL, PRIMARY KEY (`id_tag`), UNIQUE KEY `tag` (`tag`), KEY `id_tag` (`id_tag`), KEY `tag_2` (`tag`), KEY `tag_3` (`tag`), KEY `tag_4` (`tag`), FULLTEXT KEY `tag_5` (`tag`) ) ENGINE=MyISAM DEFAULT CHARSET=latin1 AUTO_INCREMENT=8 ; INSERT INTO `tags` (`id_tag`, `tag`) VALUES (1, 'Sandeepan'), (2, 'Nath'), (3, 'first'), (4, 'class'), (5, 'new'), (6, 'Bob'), (7, 'Cratchit'); Please note that for every class, the tag rels of its tutor have to be duplicated. Example, for class with id_wc=1, the tag rel records with id_tag_rel = 3 and 4 are actually extras if you compare with the tag rel records with id_tag_rel = 1 and 2. System 2 (present system - profile edition easy, search difficult) Two separate tables Tutors_Tag_Relations and Webclasses_Tag_Relations have the corresponding tag relations data (Please dump into a separate database)- CREATE TABLE IF NOT EXISTS `tutors_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `tutors_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`) VALUES (1, 1, 1), (2, 2, 1), (3, 6, 2), (4, 7, 2); CREATE TABLE IF NOT EXISTS `webclasses_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `webclasses_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `webclasses_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`, `id_wc`) VALUES (1, 3, 1, 1), (2, 4, 1, 1), (3, 5, 2, 2), (4, 4, 2, 2); CREATE TABLE IF NOT EXISTS `tags` ( `id_tag` int(10) unsigned NOT NULL AUTO_INCREMENT, `tag` varchar(255) DEFAULT NULL, PRIMARY KEY (`id_tag`), UNIQUE KEY `tag` (`tag`), KEY `id_tag` (`id_tag`), KEY `tag_2` (`tag`), KEY `tag_3` (`tag`), KEY `tag_4` (`tag`), FULLTEXT KEY `tag_5` (`tag`) ) ENGINE=MyISAM DEFAULT CHARSET=latin1 AUTO_INCREMENT=8 ; INSERT INTO `tags` (`id_tag`, `tag`) VALUES (1, 'Sandeepan'), (2, 'Nath'), (3, 'first'), (4, 'class'), (5, 'new'), (6, 'Bob'), (7, 'Cratchit'); CREATE TABLE IF NOT EXISTS `all_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) unsigned DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; insert into All_Tag_Relations select NULL,id_tag,id_tutor,NULL from Tutors_Tag_Relations; insert into All_Tag_Relations select NULL,id_tag,id_tutor,id_wc from Webclasses_Tag_Relations; Here you can see how easily tutor first name can be edited only in one place. But search has become really difficult, so on being advised to use a Temporary table, I am creating one at every search request, then dumping all the necessary data and then searching from it, I am creating this All_Tag_Relations table at search run time. Here I am just dumping all the data from the two tables Tutors_Tag_Relations and Webclasses_Tag_Relations. But, I am still not able to get classes if I search with tutor name This is the query which searches "first class". Running them on both the systems shows correct results (returns the class with id_wc = 1). SELECT wtagrels.id_wc,SUM(DISTINCT( wtagrels.id_tag =3)) AS key_1_total_matches, SUM(DISTINCT( wtagrels.id_tag =4)) AS key_2_total_matches FROM all_tag_relations AS wtagrels WHERE ( wtagrels.id_tag =3 OR wtagrels.id_tag =4 ) GROUP BY wtagrels.id_wc HAVING key_1_total_matches = 1 AND key_2_total_matches = 1 LIMIT 0, 20 But, searching for "Sandeepan class" works only with the 1st system Here is the query which searches "Sandeepan class" SELECT wtagrels.id_wc,SUM(DISTINCT( wtagrels.id_tag =1)) AS key_1_total_matches, SUM(DISTINCT( wtagrels.id_tag =4)) AS key_2_total_matches FROM all_tag_relations AS wtagrels WHERE ( wtagrels.id_tag =1 OR wtagrels.id_tag =4 ) GROUP BY wtagrels.id_wc HAVING key_1_total_matches = 1 AND key_2_total_matches = 1 LIMIT 0, 20 Can anybody alter this query and somehow do a proper join or something to get correct results. That solves my problem in a nice way. As you can figure out, the reason why it does not work in system 2 is that in system 1, for every class, one additional tag relation linking class and tutor name is present. e.g. for class first class, (records with id_tag_rel 3 and 4) which returns the class on searching with tutor name. So, you see the trade-off between the search and profile edition difficulty with the two systems. How do I overcome both. I have to reach a conclusion soon. So far my reasoning is it is definitely not good from a code maintainability point of view to follow the single tag rel table structure of system one, because in a real system while editing a field like "tutor qualifications", there can be as many records in tag rels table as there are words in qualification of a tutor (one word in a field = one tag relation). Now suppose a tutor has 100 classes. When he edits his qualification, all the tag rel rows corresponding to him are deleted and then as many copies are to be created (as per the new qualification data) as there are classes. This becomes particularly difficult if later more searcheable fields are added. The code cannot be robust. Is the best solution to follow system 2 (edition has to be in one table - no extra work for each and every class) and somehow re-create the all_tag_relations table like system 1 (from the tables tutor_tag_relations and webclasses_tag_relations), creating the extra tutor tag rels for each and every class by a tutor (which is currently missing in system 2's temporary all_tag_relations table). That would be a time consuming logic script. I doubt that table can be recreated without resorting to PHP sript (mysql alone cannot do that). But the problem is that running all this at search time will make search definitely slow. So, how do such systems work? How are such situations handled? I thought about we can run a cron which initiates that PHP script, say every 1 minute and replaces the existing all_tag_relations table as per new tag rels from tutor_tag_relations and webclasses_tag_relations (replaces means creates a new table, deletes the original and renames the new one as all_tag_relations, otherwise search won't work during that period- or is there any better way to that?). Anyway, the result would be that any changes by tutors will reflect in search in the next 1 minute and not immediately. An alternateve would be to initate that PHP script every time a tutor edits his profile. But here again, since many users may edit their profiles concurrently, will the creation of so many tables be a burden and can mysql make the server slow? Any help would be appreciated and working solution will be accepted as answer. Thanks, Sandeepan

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  • Can this Query can be corrected or different table structure needed? (question is clear, detailed, d

    - by sandeepan
    This is a bit lengthy but I have provided sufficient details and kept things very clear. Please see if you can help. (I will surely accept answer if it solves my problem) I am sure a person experienced with this can surely help or suggest me to decide the tables structure. About the system:- There are tutors who create classes A tags based search approach is being followed Tag relations are created/edited when new tutors registers/edits profile data and when tutors create classes (this makes tutors and classes searcheable).For simplicity, let us consider only tutor name and class name are the fields which are matched against search keywords. In this example, I am considering - tutor "Sandeepan Nath" has created a class called "first class" tutor "Bob Cratchit" has created a class called "new class" Desired search results- AND logic to be appied on the search keywords and match against class and tutor data(class name + tutor name), in other words, All those classes be shown such that all the search terms are present in the class name or its tutor name. Example to be clear - Searching "first class" returns class with id_wc = 1. Working Searching "Sandeepan class" should also return class with id_wc = 1. Not working in System 2. Problem with profile editing and searching To tell in one sentence, I am facing a conflict between the ease of profile edition (edition of tag relations when tutor profiles are edited) and the ease of search logic. In the beginning, we had one table structure and search was easy but tag edition logic was very clumsy and unmaintainable(Check System 1 in the section below) . So we created separate tag relations tables to make profile edition simpler but search has become difficult. Please dump the tables so that you can run the search query I have given below and see the results. System 1 (previous system - search easy - profile edition difficult):- Only one table called All_Tag_Relations table had the all the tag relations. The tags table below is common to both systems 1 and 2. CREATE TABLE IF NOT EXISTS `all_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) unsigned DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `all_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`, `id_wc`) VALUES (1, 1, 1, NULL), (2, 2, 1, NULL), (3, 1, 1, 1), (4, 2, 1, 1), (5, 3, 1, 1), (6, 4, 1, 1), (7, 6, 2, NULL), (8, 7, 2, NULL), (9, 6, 2, 2), (10, 7, 2, 2), (11, 5, 2, 2), (12, 4, 2, 2); CREATE TABLE IF NOT EXISTS `tags` ( `id_tag` int(10) unsigned NOT NULL AUTO_INCREMENT, `tag` varchar(255) DEFAULT NULL, PRIMARY KEY (`id_tag`), UNIQUE KEY `tag` (`tag`), KEY `id_tag` (`id_tag`), KEY `tag_2` (`tag`), KEY `tag_3` (`tag`), KEY `tag_4` (`tag`), FULLTEXT KEY `tag_5` (`tag`) ) ENGINE=MyISAM DEFAULT CHARSET=latin1 AUTO_INCREMENT=8 ; INSERT INTO `tags` (`id_tag`, `tag`) VALUES (1, 'Sandeepan'), (2, 'Nath'), (3, 'first'), (4, 'class'), (5, 'new'), (6, 'Bob'), (7, 'Cratchit'); Please note that for every class, the tag rels of its tutor have to be duplicated. Example, for class with id_wc=1, the tag rel records with id_tag_rel = 3 and 4 are actually extras if you compare with the tag rel records with id_tag_rel = 1 and 2. System 2 (present system - profile edition easy, search difficult) Two separate tables Tutors_Tag_Relations and Webclasses_Tag_Relations have the corresponding tag relations data (Please dump into a separate database)- CREATE TABLE IF NOT EXISTS `tutors_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `tutors_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`) VALUES (1, 1, 1), (2, 2, 1), (3, 6, 2), (4, 7, 2); CREATE TABLE IF NOT EXISTS `webclasses_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `webclasses_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`), KEY `id_tag` (`id_tag`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; INSERT INTO `webclasses_tag_relations` (`id_tag_rel`, `id_tag`, `id_tutor`, `id_wc`) VALUES (1, 3, 1, 1), (2, 4, 1, 1), (3, 5, 2, 2), (4, 4, 2, 2); CREATE TABLE IF NOT EXISTS `tags` ( `id_tag` int(10) unsigned NOT NULL AUTO_INCREMENT, `tag` varchar(255) DEFAULT NULL, PRIMARY KEY (`id_tag`), UNIQUE KEY `tag` (`tag`), KEY `id_tag` (`id_tag`), KEY `tag_2` (`tag`), KEY `tag_3` (`tag`), KEY `tag_4` (`tag`), FULLTEXT KEY `tag_5` (`tag`) ) ENGINE=MyISAM DEFAULT CHARSET=latin1 AUTO_INCREMENT=8 ; INSERT INTO `tags` (`id_tag`, `tag`) VALUES (1, 'Sandeepan'), (2, 'Nath'), (3, 'first'), (4, 'class'), (5, 'new'), (6, 'Bob'), (7, 'Cratchit'); CREATE TABLE IF NOT EXISTS `all_tag_relations` ( `id_tag_rel` int(10) NOT NULL AUTO_INCREMENT, `id_tag` int(10) unsigned NOT NULL DEFAULT '0', `id_tutor` int(10) DEFAULT NULL, `id_wc` int(10) unsigned DEFAULT NULL, PRIMARY KEY (`id_tag_rel`), KEY `All_Tag_Relations_FKIndex1` (`id_tag`), KEY `id_wc` (`id_wc`) ) ENGINE=InnoDB DEFAULT CHARSET=latin1; insert into All_Tag_Relations select NULL,id_tag,id_tutor,NULL from Tutors_Tag_Relations; insert into All_Tag_Relations select NULL,id_tag,id_tutor,id_wc from Webclasses_Tag_Relations; Here you can see how easily tutor first name can be edited only in one place. But search has become really difficult, so on being advised to use a Temporary table, I am creating one at every search request, then dumping all the necessary data and then searching from it, I am creating this All_Tag_Relations table at search run time. Here I am just dumping all the data from the two tables Tutors_Tag_Relations and Webclasses_Tag_Relations. But, I am still not able to get classes if I search with tutor name This is the query which searches "first class". Running them on both the systems shows correct results (returns the class with id_wc = 1). SELECT wtagrels.id_wc,SUM(DISTINCT( wtagrels.id_tag =3)) AS key_1_total_matches, SUM(DISTINCT( wtagrels.id_tag =4)) AS key_2_total_matches FROM all_tag_relations AS wtagrels WHERE ( wtagrels.id_tag =3 OR wtagrels.id_tag =4 ) GROUP BY wtagrels.id_wc HAVING key_1_total_matches = 1 AND key_2_total_matches = 1 LIMIT 0, 20 But, searching for "Sandeepan class" works only with the 1st system Here is the query which searches "Sandeepan class" SELECT wtagrels.id_wc,SUM(DISTINCT( wtagrels.id_tag =1)) AS key_1_total_matches, SUM(DISTINCT( wtagrels.id_tag =4)) AS key_2_total_matches FROM all_tag_relations AS wtagrels WHERE ( wtagrels.id_tag =1 OR wtagrels.id_tag =4 ) GROUP BY wtagrels.id_wc HAVING key_1_total_matches = 1 AND key_2_total_matches = 1 LIMIT 0, 20 Can anybody alter this query and somehow do a proper join or something to get correct results. That solves my problem in a nice way. As you can figure out, the reason why it does not work in system 2 is that in system 1, for every class, one additional tag relation linking class and tutor name is present. e.g. for class first class, (records with id_tag_rel 3 and 4) which returns the class on searching with tutor name. So, you see the trade-off between the search and profile edition difficulty with the two systems. How do I overcome both. I have to reach a conclusion soon. So far my reasoning is it is definitely not good from a code maintainability point of view to follow the single tag rel table structure of system one, because in a real system while editing a field like "tutor qualifications", there can be as many records in tag rels table as there are words in qualification of a tutor (one word in a field = one tag relation). Now suppose a tutor has 100 classes. When he edits his qualification, all the tag rel rows corresponding to him are deleted and then as many copies are to be created (as per the new qualification data) as there are classes. This becomes particularly difficult if later more searcheable fields are added. The code cannot be robust. Is the best solution to follow system 2 (edition has to be in one table - no extra work for each and every class) and somehow re-create the all_tag_relations table like system 1 (from the tables tutor_tag_relations and webclasses_tag_relations), creating the extra tutor tag rels for each and every class by a tutor (which is currently missing in system 2's temporary all_tag_relations table). That would be a time consuming logic script. I doubt that table can be recreated without resorting to PHP sript (mysql alone cannot do that). But the problem is that running all this at search time will make search definitely slow. So, how do such systems work? How are such situations handled? I thought about we can run a cron which initiates that PHP script, say every 1 minute and replaces the existing all_tag_relations table as per new tag rels from tutor_tag_relations and webclasses_tag_relations (replaces means creates a new table, deletes the original and renames the new one as all_tag_relations, otherwise search won't work during that period- or is there any better way to that?). Anyway, the result would be that any changes by tutors will reflect in search in the next 1 minute and not immediately. An alternateve would be to initate that PHP script every time a tutor edits his profile. But here again, since many users may edit their profiles concurrently, will the creation of so many tables be a burden and can mysql make the server slow? Any help would be appreciated and working solution will be accepted as answer. Thanks, Sandeepan

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