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  • Metro: Creating an IndexedDbDataSource for WinJS

    - by Stephen.Walther
    The goal of this blog entry is to describe how you can create custom data sources which you can use with the controls in the WinJS library. In particular, I explain how you can create an IndexedDbDataSource which you can use to store and retrieve data from an IndexedDB database. If you want to skip ahead, and ignore all of the fascinating content in-between, I’ve included the complete code for the IndexedDbDataSource at the very bottom of this blog entry. What is IndexedDB? IndexedDB is a database in the browser. You can use the IndexedDB API with all modern browsers including Firefox, Chrome, and Internet Explorer 10. And, of course, you can use IndexedDB with Metro style apps written with JavaScript. If you need to persist data in a Metro style app written with JavaScript then IndexedDB is a good option. Each Metro app can only interact with its own IndexedDB databases. And, IndexedDB provides you with transactions, indices, and cursors – the elements of any modern database. An IndexedDB database might be different than the type of database that you normally use. An IndexedDB database is an object-oriented database and not a relational database. Instead of storing data in tables, you store data in object stores. You store JavaScript objects in an IndexedDB object store. You create new IndexedDB object stores by handling the upgradeneeded event when you attempt to open a connection to an IndexedDB database. For example, here’s how you would both open a connection to an existing database named TasksDB and create the TasksDB database when it does not already exist: var reqOpen = window.indexedDB.open(“TasksDB”, 2); reqOpen.onupgradeneeded = function (evt) { var newDB = evt.target.result; newDB.createObjectStore("tasks", { keyPath: "id", autoIncrement: true }); }; reqOpen.onsuccess = function () { var db = reqOpen.result; // Do something with db }; When you call window.indexedDB.open(), and the database does not already exist, then the upgradeneeded event is raised. In the code above, the upgradeneeded handler creates a new object store named tasks. The new object store has an auto-increment column named id which acts as the primary key column. If the database already exists with the right version, and you call window.indexedDB.open(), then the success event is raised. At that point, you have an open connection to the existing database and you can start doing something with the database. You use asynchronous methods to interact with an IndexedDB database. For example, the following code illustrates how you would add a new object to the tasks object store: var transaction = db.transaction(“tasks”, “readwrite”); var reqAdd = transaction.objectStore(“tasks”).add({ name: “Feed the dog” }); reqAdd.onsuccess = function() { // Tasks added successfully }; The code above creates a new database transaction, adds a new task to the tasks object store, and handles the success event. If the new task gets added successfully then the success event is raised. Creating a WinJS IndexedDbDataSource The most powerful control in the WinJS library is the ListView control. This is the control that you use to display a collection of items. If you want to display data with a ListView control, you need to bind the control to a data source. The WinJS library includes two objects which you can use as a data source: the List object and the StorageDataSource object. The List object enables you to represent a JavaScript array as a data source and the StorageDataSource enables you to represent the file system as a data source. If you want to bind an IndexedDB database to a ListView then you have a choice. You can either dump the items from the IndexedDB database into a List object or you can create a custom data source. I explored the first approach in a previous blog entry. In this blog entry, I explain how you can create a custom IndexedDB data source. Implementing the IListDataSource Interface You create a custom data source by implementing the IListDataSource interface. This interface contains the contract for the methods which the ListView needs to interact with a data source. The easiest way to implement the IListDataSource interface is to derive a new object from the base VirtualizedDataSource object. The VirtualizedDataSource object requires a data adapter which implements the IListDataAdapter interface. Yes, because of the number of objects involved, this is a little confusing. Your code ends up looking something like this: var IndexedDbDataSource = WinJS.Class.derive( WinJS.UI.VirtualizedDataSource, function (dbName, dbVersion, objectStoreName, upgrade, error) { this._adapter = new IndexedDbDataAdapter(dbName, dbVersion, objectStoreName, upgrade, error); this._baseDataSourceConstructor(this._adapter); }, { nuke: function () { this._adapter.nuke(); }, remove: function (key) { this._adapter.removeInternal(key); } } ); The code above is used to create a new class named IndexedDbDataSource which derives from the base VirtualizedDataSource class. In the constructor for the new class, the base class _baseDataSourceConstructor() method is called. A data adapter is passed to the _baseDataSourceConstructor() method. The code above creates a new method exposed by the IndexedDbDataSource named nuke(). The nuke() method deletes all of the objects from an object store. The code above also overrides a method named remove(). Our derived remove() method accepts any type of key and removes the matching item from the object store. Almost all of the work of creating a custom data source goes into building the data adapter class. The data adapter class implements the IListDataAdapter interface which contains the following methods: · change() · getCount() · insertAfter() · insertAtEnd() · insertAtStart() · insertBefore() · itemsFromDescription() · itemsFromEnd() · itemsFromIndex() · itemsFromKey() · itemsFromStart() · itemSignature() · moveAfter() · moveBefore() · moveToEnd() · moveToStart() · remove() · setNotificationHandler() · compareByIdentity Fortunately, you are not required to implement all of these methods. You only need to implement the methods that you actually need. In the case of the IndexedDbDataSource, I implemented the getCount(), itemsFromIndex(), insertAtEnd(), and remove() methods. If you are creating a read-only data source then you really only need to implement the getCount() and itemsFromIndex() methods. Implementing the getCount() Method The getCount() method returns the total number of items from the data source. So, if you are storing 10,000 items in an object store then this method would return the value 10,000. Here’s how I implemented the getCount() method: getCount: function () { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore().then(function (store) { var reqCount = store.count(); reqCount.onerror = that._error; reqCount.onsuccess = function (evt) { complete(evt.target.result); }; }); }); } The first thing that you should notice is that the getCount() method returns a WinJS promise. This is a requirement. The getCount() method is asynchronous which is a good thing because all of the IndexedDB methods (at least the methods implemented in current browsers) are also asynchronous. The code above retrieves an object store and then uses the IndexedDB count() method to get a count of the items in the object store. The value is returned from the promise by calling complete(). Implementing the itemsFromIndex method When a ListView displays its items, it calls the itemsFromIndex() method. By default, it calls this method multiple times to get different ranges of items. Three parameters are passed to the itemsFromIndex() method: the requestIndex, countBefore, and countAfter parameters. The requestIndex indicates the index of the item from the database to show. The countBefore and countAfter parameters represent hints. These are integer values which represent the number of items before and after the requestIndex to retrieve. Again, these are only hints and you can return as many items before and after the request index as you please. Here’s how I implemented the itemsFromIndex method: itemsFromIndex: function (requestIndex, countBefore, countAfter) { var that = this; return new WinJS.Promise(function (complete, error) { that.getCount().then(function (count) { if (requestIndex >= count) { return WinJS.Promise.wrapError(new WinJS.ErrorFromName(WinJS.UI.FetchError.doesNotExist)); } var startIndex = Math.max(0, requestIndex - countBefore); var endIndex = Math.min(count, requestIndex + countAfter + 1); that._getObjectStore().then(function (store) { var index = 0; var items = []; var req = store.openCursor(); req.onerror = that._error; req.onsuccess = function (evt) { var cursor = evt.target.result; if (index < startIndex) { index = startIndex; cursor.advance(startIndex); return; } if (cursor && index < endIndex) { index++; items.push({ key: cursor.value[store.keyPath].toString(), data: cursor.value }); cursor.continue(); return; } results = { items: items, offset: requestIndex - startIndex, totalCount: count }; complete(results); }; }); }); }); } In the code above, a cursor is used to iterate through the objects in an object store. You fetch the next item in the cursor by calling either the cursor.continue() or cursor.advance() method. The continue() method moves forward by one object and the advance() method moves forward a specified number of objects. Each time you call continue() or advance(), the success event is raised again. If the cursor is null then you know that you have reached the end of the cursor and you can return the results. Some things to be careful about here. First, the return value from the itemsFromIndex() method must implement the IFetchResult interface. In particular, you must return an object which has an items, offset, and totalCount property. Second, each item in the items array must implement the IListItem interface. Each item should have a key and a data property. Implementing the insertAtEnd() Method When creating the IndexedDbDataSource, I wanted to go beyond creating a simple read-only data source and support inserting and deleting objects. If you want to support adding new items with your data source then you need to implement the insertAtEnd() method. Here’s how I implemented the insertAtEnd() method for the IndexedDbDataSource: insertAtEnd:function(unused, data) { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function(store) { var reqAdd = store.add(data); reqAdd.onerror = that._error; reqAdd.onsuccess = function (evt) { var reqGet = store.get(evt.target.result); reqGet.onerror = that._error; reqGet.onsuccess = function (evt) { var newItem = { key:evt.target.result[store.keyPath].toString(), data:evt.target.result } complete(newItem); }; }; }); }); } When implementing the insertAtEnd() method, you need to be careful to return an object which implements the IItem interface. In particular, you should return an object that has a key and a data property. The key must be a string and it uniquely represents the new item added to the data source. The value of the data property represents the new item itself. Implementing the remove() Method Finally, you use the remove() method to remove an item from the data source. You call the remove() method with the key of the item which you want to remove. Implementing the remove() method in the case of the IndexedDbDataSource was a little tricky. The problem is that an IndexedDB object store uses an integer key and the VirtualizedDataSource requires a string key. For that reason, I needed to override the remove() method in the derived IndexedDbDataSource class like this: var IndexedDbDataSource = WinJS.Class.derive( WinJS.UI.VirtualizedDataSource, function (dbName, dbVersion, objectStoreName, upgrade, error) { this._adapter = new IndexedDbDataAdapter(dbName, dbVersion, objectStoreName, upgrade, error); this._baseDataSourceConstructor(this._adapter); }, { nuke: function () { this._adapter.nuke(); }, remove: function (key) { this._adapter.removeInternal(key); } } ); When you call remove(), you end up calling a method of the IndexedDbDataAdapter named removeInternal() . Here’s what the removeInternal() method looks like: setNotificationHandler: function (notificationHandler) { this._notificationHandler = notificationHandler; }, removeInternal: function(key) { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function (store) { var reqDelete = store.delete (key); reqDelete.onerror = that._error; reqDelete.onsuccess = function (evt) { that._notificationHandler.removed(key.toString()); complete(); }; }); }); } The removeInternal() method calls the IndexedDB delete() method to delete an item from the object store. If the item is deleted successfully then the _notificationHandler.remove() method is called. Because we are not implementing the standard IListDataAdapter remove() method, we need to notify the data source (and the ListView control bound to the data source) that an item has been removed. The way that you notify the data source is by calling the _notificationHandler.remove() method. Notice that we get the _notificationHandler in the code above by implementing another method in the IListDataAdapter interface: the setNotificationHandler() method. You can raise the following types of notifications using the _notificationHandler: · beginNotifications() · changed() · endNotifications() · inserted() · invalidateAll() · moved() · removed() · reload() These methods are all part of the IListDataNotificationHandler interface in the WinJS library. Implementing the nuke() Method I wanted to implement a method which would remove all of the items from an object store. Therefore, I created a method named nuke() which calls the IndexedDB clear() method: nuke: function () { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function (store) { var reqClear = store.clear(); reqClear.onerror = that._error; reqClear.onsuccess = function (evt) { that._notificationHandler.reload(); complete(); }; }); }); } Notice that the nuke() method calls the _notificationHandler.reload() method to notify the ListView to reload all of the items from its data source. Because we are implementing a custom method here, we need to use the _notificationHandler to send an update. Using the IndexedDbDataSource To illustrate how you can use the IndexedDbDataSource, I created a simple task list app. You can add new tasks, delete existing tasks, and nuke all of the tasks. You delete an item by selecting an item (swipe or right-click) and clicking the Delete button. Here’s the HTML page which contains the ListView, the form for adding new tasks, and the buttons for deleting and nuking tasks: <!DOCTYPE html> <html> <head> <meta charset="utf-8" /> <title>DataSources</title> <!-- WinJS references --> <link href="//Microsoft.WinJS.1.0.RC/css/ui-dark.css" rel="stylesheet" /> <script src="//Microsoft.WinJS.1.0.RC/js/base.js"></script> <script src="//Microsoft.WinJS.1.0.RC/js/ui.js"></script> <!-- DataSources references --> <link href="indexedDb.css" rel="stylesheet" /> <script type="text/javascript" src="indexedDbDataSource.js"></script> <script src="indexedDb.js"></script> </head> <body> <div id="tmplTask" data-win-control="WinJS.Binding.Template"> <div class="taskItem"> Id: <span data-win-bind="innerText:id"></span> <br /><br /> Name: <span data-win-bind="innerText:name"></span> </div> </div> <div id="lvTasks" data-win-control="WinJS.UI.ListView" data-win-options="{ itemTemplate: select('#tmplTask'), selectionMode: 'single' }"></div> <form id="frmAdd"> <fieldset> <legend>Add Task</legend> <label>New Task</label> <input id="inputTaskName" required /> <button>Add</button> </fieldset> </form> <button id="btnNuke">Nuke</button> <button id="btnDelete">Delete</button> </body> </html> And here is the JavaScript code for the TaskList app: /// <reference path="//Microsoft.WinJS.1.0.RC/js/base.js" /> /// <reference path="//Microsoft.WinJS.1.0.RC/js/ui.js" /> function init() { WinJS.UI.processAll().done(function () { var lvTasks = document.getElementById("lvTasks").winControl; // Bind the ListView to its data source var tasksDataSource = new DataSources.IndexedDbDataSource("TasksDB", 1, "tasks", upgrade); lvTasks.itemDataSource = tasksDataSource; // Wire-up Add, Delete, Nuke buttons document.getElementById("frmAdd").addEventListener("submit", function (evt) { evt.preventDefault(); tasksDataSource.beginEdits(); tasksDataSource.insertAtEnd(null, { name: document.getElementById("inputTaskName").value }).done(function (newItem) { tasksDataSource.endEdits(); document.getElementById("frmAdd").reset(); lvTasks.ensureVisible(newItem.index); }); }); document.getElementById("btnDelete").addEventListener("click", function () { if (lvTasks.selection.count() == 1) { lvTasks.selection.getItems().done(function (items) { tasksDataSource.remove(items[0].data.id); }); } }); document.getElementById("btnNuke").addEventListener("click", function () { tasksDataSource.nuke(); }); // This method is called to initialize the IndexedDb database function upgrade(evt) { var newDB = evt.target.result; newDB.createObjectStore("tasks", { keyPath: "id", autoIncrement: true }); } }); } document.addEventListener("DOMContentLoaded", init); The IndexedDbDataSource is created and bound to the ListView control with the following two lines of code: var tasksDataSource = new DataSources.IndexedDbDataSource("TasksDB", 1, "tasks", upgrade); lvTasks.itemDataSource = tasksDataSource; The IndexedDbDataSource is created with four parameters: the name of the database to create, the version of the database to create, the name of the object store to create, and a function which contains code to initialize the new database. The upgrade function creates a new object store named tasks with an auto-increment property named id: function upgrade(evt) { var newDB = evt.target.result; newDB.createObjectStore("tasks", { keyPath: "id", autoIncrement: true }); } The Complete Code for the IndexedDbDataSource Here’s the complete code for the IndexedDbDataSource: (function () { /************************************************ * The IndexedDBDataAdapter enables you to work * with a HTML5 IndexedDB database. *************************************************/ var IndexedDbDataAdapter = WinJS.Class.define( function (dbName, dbVersion, objectStoreName, upgrade, error) { this._dbName = dbName; // database name this._dbVersion = dbVersion; // database version this._objectStoreName = objectStoreName; // object store name this._upgrade = upgrade; // database upgrade script this._error = error || function (evt) { console.log(evt.message); }; }, { /******************************************* * IListDataAdapter Interface Methods ********************************************/ getCount: function () { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore().then(function (store) { var reqCount = store.count(); reqCount.onerror = that._error; reqCount.onsuccess = function (evt) { complete(evt.target.result); }; }); }); }, itemsFromIndex: function (requestIndex, countBefore, countAfter) { var that = this; return new WinJS.Promise(function (complete, error) { that.getCount().then(function (count) { if (requestIndex >= count) { return WinJS.Promise.wrapError(new WinJS.ErrorFromName(WinJS.UI.FetchError.doesNotExist)); } var startIndex = Math.max(0, requestIndex - countBefore); var endIndex = Math.min(count, requestIndex + countAfter + 1); that._getObjectStore().then(function (store) { var index = 0; var items = []; var req = store.openCursor(); req.onerror = that._error; req.onsuccess = function (evt) { var cursor = evt.target.result; if (index < startIndex) { index = startIndex; cursor.advance(startIndex); return; } if (cursor && index < endIndex) { index++; items.push({ key: cursor.value[store.keyPath].toString(), data: cursor.value }); cursor.continue(); return; } results = { items: items, offset: requestIndex - startIndex, totalCount: count }; complete(results); }; }); }); }); }, insertAtEnd:function(unused, data) { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function(store) { var reqAdd = store.add(data); reqAdd.onerror = that._error; reqAdd.onsuccess = function (evt) { var reqGet = store.get(evt.target.result); reqGet.onerror = that._error; reqGet.onsuccess = function (evt) { var newItem = { key:evt.target.result[store.keyPath].toString(), data:evt.target.result } complete(newItem); }; }; }); }); }, setNotificationHandler: function (notificationHandler) { this._notificationHandler = notificationHandler; }, /***************************************** * IndexedDbDataSource Method ******************************************/ removeInternal: function(key) { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function (store) { var reqDelete = store.delete (key); reqDelete.onerror = that._error; reqDelete.onsuccess = function (evt) { that._notificationHandler.removed(key.toString()); complete(); }; }); }); }, nuke: function () { var that = this; return new WinJS.Promise(function (complete, error) { that._getObjectStore("readwrite").done(function (store) { var reqClear = store.clear(); reqClear.onerror = that._error; reqClear.onsuccess = function (evt) { that._notificationHandler.reload(); complete(); }; }); }); }, /******************************************* * Private Methods ********************************************/ _ensureDbOpen: function () { var that = this; // Try to get cached Db if (that._cachedDb) { return WinJS.Promise.wrap(that._cachedDb); } // Otherwise, open the database return new WinJS.Promise(function (complete, error, progress) { var reqOpen = window.indexedDB.open(that._dbName, that._dbVersion); reqOpen.onerror = function (evt) { error(); }; reqOpen.onupgradeneeded = function (evt) { that._upgrade(evt); that._notificationHandler.invalidateAll(); }; reqOpen.onsuccess = function () { that._cachedDb = reqOpen.result; complete(that._cachedDb); }; }); }, _getObjectStore: function (type) { type = type || "readonly"; var that = this; return new WinJS.Promise(function (complete, error) { that._ensureDbOpen().then(function (db) { var transaction = db.transaction(that._objectStoreName, type); complete(transaction.objectStore(that._objectStoreName)); }); }); }, _get: function (key) { return new WinJS.Promise(function (complete, error) { that._getObjectStore().done(function (store) { var reqGet = store.get(key); reqGet.onerror = that._error; reqGet.onsuccess = function (item) { complete(item); }; }); }); } } ); var IndexedDbDataSource = WinJS.Class.derive( WinJS.UI.VirtualizedDataSource, function (dbName, dbVersion, objectStoreName, upgrade, error) { this._adapter = new IndexedDbDataAdapter(dbName, dbVersion, objectStoreName, upgrade, error); this._baseDataSourceConstructor(this._adapter); }, { nuke: function () { this._adapter.nuke(); }, remove: function (key) { this._adapter.removeInternal(key); } } ); WinJS.Namespace.define("DataSources", { IndexedDbDataSource: IndexedDbDataSource }); })(); Summary In this blog post, I provided an overview of how you can create a new data source which you can use with the WinJS library. I described how you can create an IndexedDbDataSource which you can use to bind a ListView control to an IndexedDB database. While describing how you can create a custom data source, I explained how you can implement the IListDataAdapter interface. You also learned how to raise notifications — such as a removed or invalidateAll notification — by taking advantage of the methods of the IListDataNotificationHandler interface.

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  • The Incremental Architect&rsquo;s Napkin - #5 - Design functions for extensibility and readability

    - by Ralf Westphal
    Originally posted on: http://geekswithblogs.net/theArchitectsNapkin/archive/2014/08/24/the-incremental-architectrsquos-napkin---5---design-functions-for.aspx The functionality of programs is entered via Entry Points. So what we´re talking about when designing software is a bunch of functions handling the requests represented by and flowing in through those Entry Points. Designing software thus consists of at least three phases: Analyzing the requirements to find the Entry Points and their signatures Designing the functionality to be executed when those Entry Points get triggered Implementing the functionality according to the design aka coding I presume, you´re familiar with phase 1 in some way. And I guess you´re proficient in implementing functionality in some programming language. But in my experience developers in general are not experienced in going through an explicit phase 2. “Designing functionality? What´s that supposed to mean?” you might already have thought. Here´s my definition: To design functionality (or functional design for short) means thinking about… well, functions. You find a solution for what´s supposed to happen when an Entry Point gets triggered in terms of functions. A conceptual solution that is, because those functions only exist in your head (or on paper) during this phase. But you may have guess that, because it´s “design” not “coding”. And here is, what functional design is not: It´s not about logic. Logic is expressions (e.g. +, -, && etc.) and control statements (e.g. if, switch, for, while etc.). Also I consider calling external APIs as logic. It´s equally basic. It´s what code needs to do in order to deliver some functionality or quality. Logic is what´s doing that needs to be done by software. Transformations are either done through expressions or API-calls. And then there is alternative control flow depending on the result of some expression. Basically it´s just jumps in Assembler, sometimes to go forward (if, switch), sometimes to go backward (for, while, do). But calling your own function is not logic. It´s not necessary to produce any outcome. Functionality is not enhanced by adding functions (subroutine calls) to your code. Nor is quality increased by adding functions. No performance gain, no higher scalability etc. through functions. Functions are not relevant to functionality. Strange, isn´t it. What they are important for is security of investment. By introducing functions into our code we can become more productive (re-use) and can increase evolvability (higher unterstandability, easier to keep code consistent). That´s no small feat, however. Evolvable code can hardly be overestimated. That´s why to me functional design is so important. It´s at the core of software development. To sum this up: Functional design is on a level of abstraction above (!) logical design or algorithmic design. Functional design is only done until you get to a point where each function is so simple you are very confident you can easily code it. Functional design an logical design (which mostly is coding, but can also be done using pseudo code or flow charts) are complementary. Software needs both. If you start coding right away you end up in a tangled mess very quickly. Then you need back out through refactoring. Functional design on the other hand is bloodless without actual code. It´s just a theory with no experiments to prove it. But how to do functional design? An example of functional design Let´s assume a program to de-duplicate strings. The user enters a number of strings separated by commas, e.g. a, b, a, c, d, b, e, c, a. And the program is supposed to clear this list of all doubles, e.g. a, b, c, d, e. There is only one Entry Point to this program: the user triggers the de-duplication by starting the program with the string list on the command line C:\>deduplicate "a, b, a, c, d, b, e, c, a" a, b, c, d, e …or by clicking on a GUI button. This leads to the Entry Point function to get called. It´s the program´s main function in case of the batch version or a button click event handler in the GUI version. That´s the physical Entry Point so to speak. It´s inevitable. What then happens is a three step process: Transform the input data from the user into a request. Call the request handler. Transform the output of the request handler into a tangible result for the user. Or to phrase it a bit more generally: Accept input. Transform input into output. Present output. This does not mean any of these steps requires a lot of effort. Maybe it´s just one line of code to accomplish it. Nevertheless it´s a distinct step in doing the processing behind an Entry Point. Call it an aspect or a responsibility - and you will realize it most likely deserves a function of its own to satisfy the Single Responsibility Principle (SRP). Interestingly the above list of steps is already functional design. There is no logic, but nevertheless the solution is described - albeit on a higher level of abstraction than you might have done yourself. But it´s still on a meta-level. The application to the domain at hand is easy, though: Accept string list from command line De-duplicate Present de-duplicated strings on standard output And this concrete list of processing steps can easily be transformed into code:static void Main(string[] args) { var input = Accept_string_list(args); var output = Deduplicate(input); Present_deduplicated_string_list(output); } Instead of a big problem there are three much smaller problems now. If you think each of those is trivial to implement, then go for it. You can stop the functional design at this point. But maybe, just maybe, you´re not so sure how to go about with the de-duplication for example. Then just implement what´s easy right now, e.g.private static string Accept_string_list(string[] args) { return args[0]; } private static void Present_deduplicated_string_list( string[] output) { var line = string.Join(", ", output); Console.WriteLine(line); } Accept_string_list() contains logic in the form of an API-call. Present_deduplicated_string_list() contains logic in the form of an expression and an API-call. And then repeat the functional design for the remaining processing step. What´s left is the domain logic: de-duplicating a list of strings. How should that be done? Without any logic at our disposal during functional design you´re left with just functions. So which functions could make up the de-duplication? Here´s a suggestion: De-duplicate Parse the input string into a true list of strings. Register each string in a dictionary/map/set. That way duplicates get cast away. Transform the data structure into a list of unique strings. Processing step 2 obviously was the core of the solution. That´s where real creativity was needed. That´s the core of the domain. But now after this refinement the implementation of each step is easy again:private static string[] Parse_string_list(string input) { return input.Split(',') .Select(s => s.Trim()) .ToArray(); } private static Dictionary<string,object> Compile_unique_strings(string[] strings) { return strings.Aggregate( new Dictionary<string, object>(), (agg, s) => { agg[s] = null; return agg; }); } private static string[] Serialize_unique_strings( Dictionary<string,object> dict) { return dict.Keys.ToArray(); } With these three additional functions Main() now looks like this:static void Main(string[] args) { var input = Accept_string_list(args); var strings = Parse_string_list(input); var dict = Compile_unique_strings(strings); var output = Serialize_unique_strings(dict); Present_deduplicated_string_list(output); } I think that´s very understandable code: just read it from top to bottom and you know how the solution to the problem works. It´s a mirror image of the initial design: Accept string list from command line Parse the input string into a true list of strings. Register each string in a dictionary/map/set. That way duplicates get cast away. Transform the data structure into a list of unique strings. Present de-duplicated strings on standard output You can even re-generate the design by just looking at the code. Code and functional design thus are always in sync - if you follow some simple rules. But about that later. And as a bonus: all the functions making up the process are small - which means easy to understand, too. So much for an initial concrete example. Now it´s time for some theory. Because there is method to this madness ;-) The above has only scratched the surface. Introducing Flow Design Functional design starts with a given function, the Entry Point. Its goal is to describe the behavior of the program when the Entry Point is triggered using a process, not an algorithm. An algorithm consists of logic, a process on the other hand consists just of steps or stages. Each processing step transforms input into output or a side effect. Also it might access resources, e.g. a printer, a database, or just memory. Processing steps thus can rely on state of some sort. This is different from Functional Programming, where functions are supposed to not be stateful and not cause side effects.[1] In its simplest form a process can be written as a bullet point list of steps, e.g. Get data from user Output result to user Transform data Parse data Map result for output Such a compilation of steps - possibly on different levels of abstraction - often is the first artifact of functional design. It can be generated by a team in an initial design brainstorming. Next comes ordering the steps. What should happen first, what next etc.? Get data from user Parse data Transform data Map result for output Output result to user That´s great for a start into functional design. It´s better than starting to code right away on a given function using TDD. Please get me right: TDD is a valuable practice. But it can be unnecessarily hard if the scope of a functionn is too large. But how do you know beforehand without investing some thinking? And how to do this thinking in a systematic fashion? My recommendation: For any given function you´re supposed to implement first do a functional design. Then, once you´re confident you know the processing steps - which are pretty small - refine and code them using TDD. You´ll see that´s much, much easier - and leads to cleaner code right away. For more information on this approach I call “Informed TDD” read my book of the same title. Thinking before coding is smart. And writing down the solution as a bunch of functions possibly is the simplest thing you can do, I´d say. It´s more according to the KISS (Keep It Simple, Stupid) principle than returning constants or other trivial stuff TDD development often is started with. So far so good. A simple ordered list of processing steps will do to start with functional design. As shown in the above example such steps can easily be translated into functions. Moving from design to coding thus is simple. However, such a list does not scale. Processing is not always that simple to be captured in a list. And then the list is just text. Again. Like code. That means the design is lacking visuality. Textual representations need more parsing by your brain than visual representations. Plus they are limited in their “dimensionality”: text just has one dimension, it´s sequential. Alternatives and parallelism are hard to encode in text. In addition the functional design using numbered lists lacks data. It´s not visible what´s the input, output, and state of the processing steps. That´s why functional design should be done using a lightweight visual notation. No tool is necessary to draw such designs. Use pen and paper; a flipchart, a whiteboard, or even a napkin is sufficient. Visualizing processes The building block of the functional design notation is a functional unit. I mostly draw it like this: Something is done, it´s clear what goes in, it´s clear what comes out, and it´s clear what the processing step requires in terms of state or hardware. Whenever input flows into a functional unit it gets processed and output is produced and/or a side effect occurs. Flowing data is the driver of something happening. That´s why I call this approach to functional design Flow Design. It´s about data flow instead of control flow. Control flow like in algorithms is of no concern to functional design. Thinking about control flow simply is too low level. Once you start with control flow you easily get bogged down by tons of details. That´s what you want to avoid during design. Design is supposed to be quick, broad brush, abstract. It should give overview. But what about all the details? As Robert C. Martin rightly said: “Programming is abot detail”. Detail is a matter of code. Once you start coding the processing steps you designed you can worry about all the detail you want. Functional design does not eliminate all the nitty gritty. It just postpones tackling them. To me that´s also an example of the SRP. Function design has the responsibility to come up with a solution to a problem posed by a single function (Entry Point). And later coding has the responsibility to implement the solution down to the last detail (i.e. statement, API-call). TDD unfortunately mixes both responsibilities. It´s just coding - and thereby trying to find detailed implementations (green phase) plus getting the design right (refactoring). To me that´s one reason why TDD has failed to deliver on its promise for many developers. Using functional units as building blocks of functional design processes can be depicted very easily. Here´s the initial process for the example problem: For each processing step draw a functional unit and label it. Choose a verb or an “action phrase” as a label, not a noun. Functional design is about activities, not state or structure. Then make the output of an upstream step the input of a downstream step. Finally think about the data that should flow between the functional units. Write the data above the arrows connecting the functional units in the direction of the data flow. Enclose the data description in brackets. That way you can clearly see if all flows have already been specified. Empty brackets mean “no data is flowing”, but nevertheless a signal is sent. A name like “list” or “strings” in brackets describes the data content. Use lower case labels for that purpose. A name starting with an upper case letter like “String” or “Customer” on the other hand signifies a data type. If you like, you also can combine descriptions with data types by separating them with a colon, e.g. (list:string) or (strings:string[]). But these are just suggestions from my practice with Flow Design. You can do it differently, if you like. Just be sure to be consistent. Flows wired-up in this manner I call one-dimensional (1D). Each functional unit just has one input and/or one output. A functional unit without an output is possible. It´s like a black hole sucking up input without producing any output. Instead it produces side effects. A functional unit without an input, though, does make much sense. When should it start to work? What´s the trigger? That´s why in the above process even the first processing step has an input. If you like, view such 1D-flows as pipelines. Data is flowing through them from left to right. But as you can see, it´s not always the same data. It get´s transformed along its passage: (args) becomes a (list) which is turned into (strings). The Principle of Mutual Oblivion A very characteristic trait of flows put together from function units is: no functional units knows another one. They are all completely independent of each other. Functional units don´t know where their input is coming from (or even when it´s gonna arrive). They just specify a range of values they can process. And they promise a certain behavior upon input arriving. Also they don´t know where their output is going. They just produce it in their own time independent of other functional units. That means at least conceptually all functional units work in parallel. Functional units don´t know their “deployment context”. They now nothing about the overall flow they are place in. They are just consuming input from some upstream, and producing output for some downstream. That makes functional units very easy to test. At least as long as they don´t depend on state or resources. I call this the Principle of Mutual Oblivion (PoMO). Functional units are oblivious of others as well as an overall context/purpose. They are just parts of a whole focused on a single responsibility. How the whole is built, how a larger goal is achieved, is of no concern to the single functional units. By building software in such a manner, functional design interestingly follows nature. Nature´s building blocks for organisms also follow the PoMO. The cells forming your body do not know each other. Take a nerve cell “controlling” a muscle cell for example:[2] The nerve cell does not know anything about muscle cells, let alone the specific muscel cell it is “attached to”. Likewise the muscle cell does not know anything about nerve cells, let a lone a specific nerve cell “attached to” it. Saying “the nerve cell is controlling the muscle cell” thus only makes sense when viewing both from the outside. “Control” is a concept of the whole, not of its parts. Control is created by wiring-up parts in a certain way. Both cells are mutually oblivious. Both just follow a contract. One produces Acetylcholine (ACh) as output, the other consumes ACh as input. Where the ACh is going, where it´s coming from neither cell cares about. Million years of evolution have led to this kind of division of labor. And million years of evolution have produced organism designs (DNA) which lead to the production of these different cell types (and many others) and also to their co-location. The result: the overall behavior of an organism. How and why this happened in nature is a mystery. For our software, though, it´s clear: functional and quality requirements needs to be fulfilled. So we as developers have to become “intelligent designers” of “software cells” which we put together to form a “software organism” which responds in satisfying ways to triggers from it´s environment. My bet is: If nature gets complex organisms working by following the PoMO, who are we to not apply this recipe for success to our much simpler “machines”? So my rule is: Wherever there is functionality to be delivered, because there is a clear Entry Point into software, design the functionality like nature would do it. Build it from mutually oblivious functional units. That´s what Flow Design is about. In that way it´s even universal, I´d say. Its notation can also be applied to biology: Never mind labeling the functional units with nouns. That´s ok in Flow Design. You´ll do that occassionally for functional units on a higher level of abstraction or when their purpose is close to hardware. Getting a cockroach to roam your bedroom takes 1,000,000 nerve cells (neurons). Getting the de-duplication program to do its job just takes 5 “software cells” (functional units). Both, though, follow the same basic principle. Translating functional units into code Moving from functional design to code is no rocket science. In fact it´s straightforward. There are two simple rules: Translate an input port to a function. Translate an output port either to a return statement in that function or to a function pointer visible to that function. The simplest translation of a functional unit is a function. That´s what you saw in the above example. Functions are mutually oblivious. That why Functional Programming likes them so much. It makes them composable. Which is the reason, nature works according to the PoMO. Let´s be clear about one thing: There is no dependency injection in nature. For all of an organism´s complexity no DI container is used. Behavior is the result of smooth cooperation between mutually oblivious building blocks. Functions will often be the adequate translation for the functional units in your designs. But not always. Take for example the case, where a processing step should not always produce an output. Maybe the purpose is to filter input. Here the functional unit consumes words and produces words. But it does not pass along every word flowing in. Some words are swallowed. Think of a spell checker. It probably should not check acronyms for correctness. There are too many of them. Or words with no more than two letters. Such words are called “stop words”. In the above picture the optionality of the output is signified by the astrisk outside the brackets. It means: Any number of (word) data items can flow from the functional unit for each input data item. It might be none or one or even more. This I call a stream of data. Such behavior cannot be translated into a function where output is generated with return. Because a function always needs to return a value. So the output port is translated into a function pointer or continuation which gets passed to the subroutine when called:[3]void filter_stop_words( string word, Action<string> onNoStopWord) { if (...check if not a stop word...) onNoStopWord(word); } If you want to be nitpicky you might call such a function pointer parameter an injection. And technically you´re right. Conceptually, though, it´s not an injection. Because the subroutine is not functionally dependent on the continuation. Firstly continuations are procedures, i.e. subroutines without a return type. Remember: Flow Design is about unidirectional data flow. Secondly the name of the formal parameter is chosen in a way as to not assume anything about downstream processing steps. onNoStopWord describes a situation (or event) within the functional unit only. Translating output ports into function pointers helps keeping functional units mutually oblivious in cases where output is optional or produced asynchronically. Either pass the function pointer to the function upon call. Or make it global by putting it on the encompassing class. Then it´s called an event. In C# that´s even an explicit feature.class Filter { public void filter_stop_words( string word) { if (...check if not a stop word...) onNoStopWord(word); } public event Action<string> onNoStopWord; } When to use a continuation and when to use an event dependens on how a functional unit is used in flows and how it´s packed together with others into classes. You´ll see examples further down the Flow Design road. Another example of 1D functional design Let´s see Flow Design once more in action using the visual notation. How about the famous word wrap kata? Robert C. Martin has posted a much cited solution including an extensive reasoning behind his TDD approach. So maybe you want to compare it to Flow Design. The function signature given is:string WordWrap(string text, int maxLineLength) {...} That´s not an Entry Point since we don´t see an application with an environment and users. Nevertheless it´s a function which is supposed to provide a certain functionality. The text passed in has to be reformatted. The input is a single line of arbitrary length consisting of words separated by spaces. The output should consist of one or more lines of a maximum length specified. If a word is longer than a the maximum line length it can be split in multiple parts each fitting in a line. Flow Design Let´s start by brainstorming the process to accomplish the feat of reformatting the text. What´s needed? Words need to be assembled into lines Words need to be extracted from the input text The resulting lines need to be assembled into the output text Words too long to fit in a line need to be split Does sound about right? I guess so. And it shows a kind of priority. Long words are a special case. So maybe there is a hint for an incremental design here. First let´s tackle “average words” (words not longer than a line). Here´s the Flow Design for this increment: The the first three bullet points turned into functional units with explicit data added. As the signature requires a text is transformed into another text. See the input of the first functional unit and the output of the last functional unit. In between no text flows, but words and lines. That´s good to see because thereby the domain is clearly represented in the design. The requirements are talking about words and lines and here they are. But note the asterisk! It´s not outside the brackets but inside. That means it´s not a stream of words or lines, but lists or sequences. For each text a sequence of words is output. For each sequence of words a sequence of lines is produced. The asterisk is used to abstract from the concrete implementation. Like with streams. Whether the list of words gets implemented as an array or an IEnumerable is not important during design. It´s an implementation detail. Does any processing step require further refinement? I don´t think so. They all look pretty “atomic” to me. And if not… I can always backtrack and refine a process step using functional design later once I´ve gained more insight into a sub-problem. Implementation The implementation is straightforward as you can imagine. The processing steps can all be translated into functions. Each can be tested easily and separately. Each has a focused responsibility. And the process flow becomes just a sequence of function calls: Easy to understand. It clearly states how word wrapping works - on a high level of abstraction. And it´s easy to evolve as you´ll see. Flow Design - Increment 2 So far only texts consisting of “average words” are wrapped correctly. Words not fitting in a line will result in lines too long. Wrapping long words is a feature of the requested functionality. Whether it´s there or not makes a difference to the user. To quickly get feedback I decided to first implement a solution without this feature. But now it´s time to add it to deliver the full scope. Fortunately Flow Design automatically leads to code following the Open Closed Principle (OCP). It´s easy to extend it - instead of changing well tested code. How´s that possible? Flow Design allows for extension of functionality by inserting functional units into the flow. That way existing functional units need not be changed. The data flow arrow between functional units is a natural extension point. No need to resort to the Strategy Pattern. No need to think ahead where extions might need to be made in the future. I just “phase in” the remaining processing step: Since neither Extract words nor Reformat know of their environment neither needs to be touched due to the “detour”. The new processing step accepts the output of the existing upstream step and produces data compatible with the existing downstream step. Implementation - Increment 2 A trivial implementation checking the assumption if this works does not do anything to split long words. The input is just passed on: Note how clean WordWrap() stays. The solution is easy to understand. A developer looking at this code sometime in the future, when a new feature needs to be build in, quickly sees how long words are dealt with. Compare this to Robert C. Martin´s solution:[4] How does this solution handle long words? Long words are not even part of the domain language present in the code. At least I need considerable time to understand the approach. Admittedly the Flow Design solution with the full implementation of long word splitting is longer than Robert C. Martin´s. At least it seems. Because his solution does not cover all the “word wrap situations” the Flow Design solution handles. Some lines would need to be added to be on par, I guess. But even then… Is a difference in LOC that important as long as it´s in the same ball park? I value understandability and openness for extension higher than saving on the last line of code. Simplicity is not just less code, it´s also clarity in design. But don´t take my word for it. Try Flow Design on larger problems and compare for yourself. What´s the easier, more straightforward way to clean code? And keep in mind: You ain´t seen all yet ;-) There´s more to Flow Design than described in this chapter. In closing I hope I was able to give you a impression of functional design that makes you hungry for more. To me it´s an inevitable step in software development. Jumping from requirements to code does not scale. And it leads to dirty code all to quickly. Some thought should be invested first. Where there is a clear Entry Point visible, it´s functionality should be designed using data flows. Because with data flows abstraction is possible. For more background on why that´s necessary read my blog article here. For now let me point out to you - if you haven´t already noticed - that Flow Design is a general purpose declarative language. It´s “programming by intention” (Shalloway et al.). Just write down how you think the solution should work on a high level of abstraction. This breaks down a large problem in smaller problems. And by following the PoMO the solutions to those smaller problems are independent of each other. So they are easy to test. Or you could even think about getting them implemented in parallel by different team members. Flow Design not only increases evolvability, but also helps becoming more productive. All team members can participate in functional design. This goes beyon collective code ownership. We´re talking collective design/architecture ownership. Because with Flow Design there is a common visual language to talk about functional design - which is the foundation for all other design activities.   PS: If you like what you read, consider getting my ebook “The Incremental Architekt´s Napkin”. It´s where I compile all the articles in this series for easier reading. I like the strictness of Function Programming - but I also find it quite hard to live by. And it certainly is not what millions of programmers are used to. Also to me it seems, the real world is full of state and side effects. So why give them such a bad image? That´s why functional design takes a more pragmatic approach. State and side effects are ok for processing steps - but be sure to follow the SRP. Don´t put too much of it into a single processing step. ? Image taken from www.physioweb.org ? My code samples are written in C#. C# sports typed function pointers called delegates. Action is such a function pointer type matching functions with signature void someName(T t). Other languages provide similar ways to work with functions as first class citizens - even Java now in version 8. I trust you find a way to map this detail of my translation to your favorite programming language. I know it works for Java, C++, Ruby, JavaScript, Python, Go. And if you´re using a Functional Programming language it´s of course a no brainer. ? Taken from his blog post “The Craftsman 62, The Dark Path”. ?

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  • Sensible Way to Pass Web Data in XML to a SQL Server Database

    - by Emtucifor
    After exploring several different ways to pass web data to a database for update purposes, I'm wondering if XML might be a good strategy. The database is currently SQL 2000. In a few months it will move to SQL 2005 and I will be able to change things if needed, but I need a SQL 2000 solution now. First of all, the database in question uses the EAV model. I know that this kind of database is generally highly frowned on, so for the purposes of this question, please just accept that this is not going to change. The current update method has the web server inserting values (that have all been converted first to their correct underlying types, then to sql_variant) to a temp table. A stored procedure is then run which expects the temp table to exist and it takes care of updating, inserting, or deleting things as needed. So far, only a single element has needed to be updated at a time. But now, there is a requirement to be able to edit multiple elements at once, and also to support hierarchical elements, each of which can have its own list of attributes. Here's some example XML I hand-typed to demonstrate what I'm thinking of. Note that in this database the Entity is Element and an ID of 0 signifies "create" aka an insert of a new item. <Elements> <Element ID="1234"> <Attr ID="221">Value</Attr> <Attr ID="225">287</Attr> <Attr ID="234"> <Element ID="99825"> <Attr ID="7">Value1</Attr> <Attr ID="8">Value2</Attr> <Attr ID="9" Action="delete" /> </Element> <Element ID="99826" Action="delete" /> <Element ID="0" Type="24"> <Attr ID="7">Value4</Attr> <Attr ID="8">Value5</Attr> <Attr ID="9">Value6</Attr> </Element> <Element ID="0" Type="24"> <Attr ID="7">Value7</Attr> <Attr ID="8">Value8</Attr> <Attr ID="9">Value9</Attr> </Element> </Attr> <Rel ID="3827" Action="delete" /> <Rel ID="2284" Role="parent"> <Element ID="3827" /> <Element ID="3829" /> <Attr ID="665">1</Attr> </Rel> <Rel ID="0" Type="23" Role="child"> <Element ID="3830" /> <Attr ID="67" </Rel> </Element> <Element ID="0" Type="87"> <Attr ID="221">Value</Attr> <Attr ID="225">569</Attr> <Attr ID="234"> <Element ID="0" Type="24"> <Attr ID="7">Value10</Attr> <Attr ID="8">Value11</Attr> <Attr ID="9">Value12</Attr> </Element> </Attr> </Element> <Element ID="1235" Action="delete" /> </Elements> Some Attributes are straight value types, such as AttrID 221. But AttrID 234 is a special "multi-value" type that can have a list of elements underneath it, and each one can have one or more values. Types only need to be presented when a new item is created, since the ElementID fully implies the type if it already exists. I'll probably support only passing in changed items (as detected by javascript). And there may be an Action="Delete" on Attr elements as well, since NULLs are treated as "unselected"--sometimes it's very important to know if a Yes/No question has intentionally been answered No or if no one's bothered to say Yes yet. There is also a different kind of data, a Relationship. At this time, those are updated through individual AJAX calls as things are edited in the UI, but I'd like to include those so that changes to relationships can be canceled (right now, once you change it, it's done). So those are really elements, too, but they are called Rel instead of Element. Relationships are implemented as ElementID1 and ElementID2, so the RelID 2284 in the XML above is in the database as: ElementID 2284 ElementID1 1234 ElementID2 3827 Having multiple children in one relationship isn't currently supported, but it would be nice later. Does this strategy and the example XML make sense? Is there a more sensible way? I'm just looking for some broad critique to help save me from going down a bad path. Any aspect that you'd like to comment on would be helpful. The web language happens to be Classic ASP, but that could change to ASP.Net at some point. A persistence engine like Linq or nHibernate is probably not acceptable right now--I just want to get this already working application enhanced without a huge amount of development time. I'll choose the answer that shows experience and has a balance of good warnings about what not to do, confirmations of what I'm planning to do, and recommendations about something else to do. I'll make it as objective as possible. P.S. I'd like to handle unicode characters as well as very long strings (10k +). UPDATE I have had this working for some time and I used the ADO Recordset Save-To-Stream trick to make creating the XML really easy. The result seems to be fairly fast, though if speed ever becomes a problem I may revisit this. In the meantime, my code works to handle any number of elements and attributes on the page at once, including updating, deleting, and creating new items all in one go. I settled on a scheme like so for all my elements: Existing data elements Example: input name e12345_a678 (element 12345, attribute 678), the input value is the value of the attribute. New elements Javascript copies a hidden template of the set of HTML elements needed for the type into the correct location on the page, increments a counter to get a new ID for this item, and prepends the number to the names of the form items. var newid = 0; function metadataAdd(reference, nameid, value) { var t = document.createElement('input'); t.setAttribute('name', nameid); t.setAttribute('id', nameid); t.setAttribute('type', 'hidden'); t.setAttribute('value', value); reference.appendChild(t); } function multiAdd(target, parentelementid, attrid, elementtypeid) { var proto = document.getElementById('a' + attrid + '_proto'); var instance = document.createElement('p'); target.parentNode.parentNode.insertBefore(instance, target.parentNode); var thisid = ++newid; instance.innerHTML = proto.innerHTML.replace(/{prefix}/g, 'n' + thisid + '_'); instance.id = 'n' + thisid; instance.className += ' new'; metadataAdd(instance, 'n' + thisid + '_p', parentelementid); metadataAdd(instance, 'n' + thisid + '_c', attrid); metadataAdd(instance, 'n' + thisid + '_t', elementtypeid); return false; } Example: Template input name _a678 becomes n1_a678 (a new element, the first one on the page, attribute 678). all attributes of this new element are tagged with the same prefix of n1. The next new item will be n2, and so on. Some hidden form inputs are created: n1_t, value is the elementtype of the element to be created n1_p, value is the parent id of the element (if it is a relationship) n1_c, value is the child id of the element (if it is a relationship) Deleting elements A hidden input is created in the form e12345_t with value set to 0. The existing controls displaying that attribute's values are disabled so they are not included in the form post. So "set type to 0" is treated as delete. With this scheme, every item on the page has a unique name and can be distinguished properly, and every action can be represented properly. When the form is posted, here's a sample of building one of the two recordsets used (classic ASP code): Set Data = Server.CreateObject("ADODB.Recordset") Data.Fields.Append "ElementID", adInteger, 4, adFldKeyColumn Data.Fields.Append "AttrID", adInteger, 4, adFldKeyColumn Data.Fields.Append "Value", adLongVarWChar, 2147483647, adFldIsNullable Or adFldMayBeNull Data.CursorLocation = adUseClient Data.CursorType = adOpenDynamic Data.Open This is the recordset for values, the other is for the elements themselves. I step through the posted form and for the element recordset use a Scripting.Dictionary populated with instances of a custom Class that has the properties I need, so that I can add the values piecemeal, since they don't always come in order. New elements are added as negative to distinguish them from regular elements (rather than requiring a separate column to indicate if it is new or addresses an existing element). I use regular expression to tear apart the form keys: "^(e|n)([0-9]{1,10})_(a|p|t|c)([0-9]{0,10})$" Then, adding an attribute looks like this. Data.AddNew ElementID.Value = DataID AttrID.Value = Integerize(Matches(0).SubMatches(3)) AttrValue.Value = Request.Form(Key) Data.Update ElementID, AttrID, and AttrValue are references to the fields of the recordset. This method is hugely faster than using Data.Fields("ElementID").Value each time. I loop through the Dictionary of element updates and ignore any that don't have all the proper information, adding the good ones to the recordset. Then I call my data-updating stored procedure like so: Set Cmd = Server.CreateObject("ADODB.Command") With Cmd Set .ActiveConnection = MyDBConn .CommandType = adCmdStoredProc .CommandText = "DataPost" .Prepared = False .Parameters.Append .CreateParameter("@ElementMetadata", adLongVarWChar, adParamInput, 2147483647, XMLFromRecordset(Element)) .Parameters.Append .CreateParameter("@ElementData", adLongVarWChar, adParamInput, 2147483647, XMLFromRecordset(Data)) End With Result.Open Cmd ' previously created recordset object with options set Here's the function that does the xml conversion: Private Function XMLFromRecordset(Recordset) Dim Stream Set Stream = Server.CreateObject("ADODB.Stream") Stream.Open Recordset.Save Stream, adPersistXML Stream.Position = 0 XMLFromRecordset = Stream.ReadText End Function Just in case the web page needs to know, the SP returns a recordset of any new elements, showing their page value and their created value (so I can see that n1 is now e12346 for example). Here are some key snippets from the stored procedure. Note this is SQL 2000 for now, though I'll be able to switch to 2005 soon: CREATE PROCEDURE [dbo].[DataPost] @ElementMetaData ntext, @ElementData ntext AS DECLARE @hdoc int --- snip --- EXEC sp_xml_preparedocument @hdoc OUTPUT, @ElementMetaData, '<xml xmlns:s="uuid:BDC6E3F0-6DA3-11d1-A2A3-00AA00C14882" xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882" xmlns:rs="urn:schemas-microsoft-com:rowset" xmlns:z="#RowsetSchema" />' INSERT #ElementMetadata (ElementID, ElementTypeID, ElementID1, ElementID2) SELECT * FROM OPENXML(@hdoc, '/xml/rs:data/rs:insert/z:row', 0) WITH ( ElementID int, ElementTypeID int, ElementID1 int, ElementID2 int ) ORDER BY ElementID -- orders negative items (new elements) first so they begin counting at 1 for later ID calculation EXEC sp_xml_removedocument @hdoc --- snip --- UPDATE E SET E.ElementTypeID = M.ElementTypeID FROM Element E INNER JOIN #ElementMetadata M ON E.ElementID = M.ElementID WHERE E.ElementID >= 1 AND M.ElementTypeID >= 1 The following query does the correlation of the negative new element ids to the newly inserted ones: UPDATE #ElementMetadata -- Correlate the new ElementIDs with the input rows SET NewElementID = Scope_Identity() - @@RowCount + DataID WHERE ElementID < 0 Other set-based queries do all the other work of validating that the attributes are allowed, are the correct data type, and inserting, updating, and deleting elements and attributes. I hope this brief run-down is useful to others some day! Converting ADO Recordsets to an XML stream was a huge winner for me as it saved all sorts of time and had a namespace and schema already defined that made the results come out correctly. Using a flatter XML format with 2 inputs was also much easier than sticking to some ideal about having everything in a single XML stream.

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  • Sensible Way to Pass Web Data to Sql Server Database

    - by Emtucifor
    After exploring several different ways to pass web data to a database for update purposes, I'm wondering if XML might be a good strategy. The database is currently SQL 2000. In a few months it will move to SQL 2005 and I will be able to change things if needed, but I need a SQL 2000 solution now. First of all, the database in question uses the EAV model. I know that this kind of database is generally highly frowned on, so for the purposes of this question, please just accept that this is not going to change. The current update method has the web server inserting values (that have all been converted first to their correct underlying types, then to sql_variant) to a temp table. A stored procedure is then run which expects the temp table to exist and it takes care of updating, inserting, or deleting things as needed. So far, only a single element has needed to be updated at a time. But now, there is a requirement to be able to edit multiple elements at once, and also to support hierarchical elements, each of which can have its own list of attributes. Here's some example XML I hand-typed to demonstrate what I'm thinking of. Note that in this database the Entity is Element and an ID of 0 signifies "create" aka an insert of a new item. <Elements> <Element ID="1234"> <Attr ID="221">Value</Attr> <Attr ID="225">287</Attr> <Attr ID="234"> <Element ID="99825"> <Attr ID="7">Value1</Attr> <Attr ID="8">Value2</Attr> <Attr ID="9" Action="delete" /> </Element> <Element ID="99826" Action="delete" /> <Element ID="0" Type="24"> <Attr ID="7">Value4</Attr> <Attr ID="8">Value5</Attr> <Attr ID="9">Value6</Attr> </Element> <Element ID="0" Type="24"> <Attr ID="7">Value7</Attr> <Attr ID="8">Value8</Attr> <Attr ID="9">Value9</Attr> </Element> </Attr> <Rel ID="3827" Action="delete" /> <Rel ID="2284" Role="parent"> <Element ID="3827" /> <Element ID="3829" /> <Attr ID="665">1</Attr> </Rel> <Rel ID="0" Type="23" Role="child"> <Element ID="3830" /> <Attr ID="67" </Rel> </Element> <Element ID="0" Type="87"> <Attr ID="221">Value</Attr> <Attr ID="225">569</Attr> <Attr ID="234"> <Element ID="0" Type="24"> <Attr ID="7">Value10</Attr> <Attr ID="8">Value11</Attr> <Attr ID="9">Value12</Attr> </Element> </Attr> </Element> <Element ID="1235" Action="delete" /> </Elements> Some Attributes are straight value types, such as AttrID 221. But AttrID 234 is a special "multi-value" type that can have a list of elements underneath it, and each one can have one or more values. Types only need to be presented when a new item is created, since the ElementID fully implies the type if it already exists. I'll probably support only passing in changed items (as detected by javascript). And there may be an Action="Delete" on Attr elements as well, since NULLs are treated as "unselected"--sometimes it's very important to know if a Yes/No question has intentionally been answered No or if no one's bothered to say Yes yet. There is also a different kind of data, a Relationship. At this time, those are updated through individual AJAX calls as things are edited in the UI, but I'd like to include those so that changes to relationships can be canceled (right now, once you change it, it's done). So those are really elements, too, but they are called Rel instead of Element. Relationships are implemented as ElementID1 and ElementID2, so the RelID 2284 in the XML above is in the database as: ElementID 2284 ElementID1 1234 ElementID2 3827 Having multiple children in one relationship isn't currently supported, but it would be nice later. Does this strategy and the example XML make sense? Is there a more sensible way? I'm just looking for some broad critique to help save me from going down a bad path. Any aspect that you'd like to comment on would be helpful. The web language happens to be Classic ASP, but that could change to ASP.Net at some point. A persistence engine like Linq or nHibernate is probably not acceptable right now--I just want to get this already working application enhanced without a huge amount of development time. I'll choose the answer that shows experience and has a balance of good warnings about what not to do, confirmations of what I'm planning to do, and recommendations about something else to do. I'll make it as objective as possible. P.S. I'd like to handle unicode characters as well as very long strings (10k +). UPDATE I have had this working for some time and I used the ADO Recordset Save-To-Stream trick to make creating the XML really easy. The result seems to be fairly fast, though if speed ever becomes a problem I may revisit this. In the meantime, my code works to handle any number of elements and attributes on the page at once, including updating, deleting, and creating new items all in one go. I settled on a scheme like so for all my elements: Existing data elements Example: input name e12345_a678 (element 12345, attribute 678), the input value is the value of the attribute. New elements Javascript copies a hidden template of the set of HTML elements needed for the type into the correct location on the page, increments a counter to get a new ID for this item, and prepends the number to the names of the form items. var newid = 0; function metadataAdd(reference, nameid, value) { var t = document.createElement('input'); t.setAttribute('name', nameid); t.setAttribute('id', nameid); t.setAttribute('type', 'hidden'); t.setAttribute('value', value); reference.appendChild(t); } function multiAdd(target, parentelementid, attrid, elementtypeid) { var proto = document.getElementById('a' + attrid + '_proto'); var instance = document.createElement('p'); target.parentNode.parentNode.insertBefore(instance, target.parentNode); var thisid = ++newid; instance.innerHTML = proto.innerHTML.replace(/{prefix}/g, 'n' + thisid + '_'); instance.id = 'n' + thisid; instance.className += ' new'; metadataAdd(instance, 'n' + thisid + '_p', parentelementid); metadataAdd(instance, 'n' + thisid + '_c', attrid); metadataAdd(instance, 'n' + thisid + '_t', elementtypeid); return false; } Example: Template input name _a678 becomes n1_a678 (a new element, the first one on the page, attribute 678). all attributes of this new element are tagged with the same prefix of n1. The next new item will be n2, and so on. Some hidden form inputs are created: n1_t, value is the elementtype of the element to be created n1_p, value is the parent id of the element (if it is a relationship) n1_c, value is the child id of the element (if it is a relationship) Deleting elements A hidden input is created in the form e12345_t with value set to 0. The existing controls displaying that attribute's values are disabled so they are not included in the form post. So "set type to 0" is treated as delete. With this scheme, every item on the page has a unique name and can be distinguished properly, and every action can be represented properly. When the form is posted, here's a sample of building one of the two recordsets used (classic ASP code): Set Data = Server.CreateObject("ADODB.Recordset") Data.Fields.Append "ElementID", adInteger, 4, adFldKeyColumn Data.Fields.Append "AttrID", adInteger, 4, adFldKeyColumn Data.Fields.Append "Value", adLongVarWChar, 2147483647, adFldIsNullable Or adFldMayBeNull Data.CursorLocation = adUseClient Data.CursorType = adOpenDynamic Data.Open This is the recordset for values, the other is for the elements themselves. I step through the posted form and for the element recordset use a Scripting.Dictionary populated with instances of a custom Class that has the properties I need, so that I can add the values piecemeal, since they don't always come in order. New elements are added as negative to distinguish them from regular elements (rather than requiring a separate column to indicate if it is new or addresses an existing element). I use regular expression to tear apart the form keys: "^(e|n)([0-9]{1,10})_(a|p|t|c)([0-9]{0,10})$" Then, adding an attribute looks like this. Data.AddNew ElementID.Value = DataID AttrID.Value = Integerize(Matches(0).SubMatches(3)) AttrValue.Value = Request.Form(Key) Data.Update ElementID, AttrID, and AttrValue are references to the fields of the recordset. This method is hugely faster than using Data.Fields("ElementID").Value each time. I loop through the Dictionary of element updates and ignore any that don't have all the proper information, adding the good ones to the recordset. Then I call my data-updating stored procedure like so: Set Cmd = Server.CreateObject("ADODB.Command") With Cmd Set .ActiveConnection = MyDBConn .CommandType = adCmdStoredProc .CommandText = "DataPost" .Prepared = False .Parameters.Append .CreateParameter("@ElementMetadata", adLongVarWChar, adParamInput, 2147483647, XMLFromRecordset(Element)) .Parameters.Append .CreateParameter("@ElementData", adLongVarWChar, adParamInput, 2147483647, XMLFromRecordset(Data)) End With Result.Open Cmd ' previously created recordset object with options set Here's the function that does the xml conversion: Private Function XMLFromRecordset(Recordset) Dim Stream Set Stream = Server.CreateObject("ADODB.Stream") Stream.Open Recordset.Save Stream, adPersistXML Stream.Position = 0 XMLFromRecordset = Stream.ReadText End Function Just in case the web page needs to know, the SP returns a recordset of any new elements, showing their page value and their created value (so I can see that n1 is now e12346 for example). Here are some key snippets from the stored procedure. Note this is SQL 2000 for now, though I'll be able to switch to 2005 soon: CREATE PROCEDURE [dbo].[DataPost] @ElementMetaData ntext, @ElementData ntext AS DECLARE @hdoc int --- snip --- EXEC sp_xml_preparedocument @hdoc OUTPUT, @ElementMetaData, '<xml xmlns:s="uuid:BDC6E3F0-6DA3-11d1-A2A3-00AA00C14882" xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882" xmlns:rs="urn:schemas-microsoft-com:rowset" xmlns:z="#RowsetSchema" />' INSERT #ElementMetadata (ElementID, ElementTypeID, ElementID1, ElementID2) SELECT * FROM OPENXML(@hdoc, '/xml/rs:data/rs:insert/z:row', 0) WITH ( ElementID int, ElementTypeID int, ElementID1 int, ElementID2 int ) ORDER BY ElementID -- orders negative items (new elements) first so they begin counting at 1 for later ID calculation EXEC sp_xml_removedocument @hdoc --- snip --- UPDATE E SET E.ElementTypeID = M.ElementTypeID FROM Element E INNER JOIN #ElementMetadata M ON E.ElementID = M.ElementID WHERE E.ElementID >= 1 AND M.ElementTypeID >= 1 The following query does the correlation of the negative new element ids to the newly inserted ones: UPDATE #ElementMetadata -- Correlate the new ElementIDs with the input rows SET NewElementID = Scope_Identity() - @@RowCount + DataID WHERE ElementID < 0 Other set-based queries do all the other work of validating that the attributes are allowed, are the correct data type, and inserting, updating, and deleting elements and attributes. I hope this brief run-down is useful to others some day! Converting ADO Recordsets to an XML stream was a huge winner for me as it saved all sorts of time and had a namespace and schema already defined that made the results come out correctly. Using a flatter XML format with 2 inputs was also much easier than sticking to some ideal about having everything in a single XML stream.

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  • mac, netbeans 6.8, c++, sdl, opengl: compilation problems

    - by ufk
    Hiya. I'm trying to properly compile a c++ opengl+sdl application using netbeans 6.8 under Snow Leopard 64-bit. I have libSDL 1.2.14 installed using macports. The script that I try to compile is the following: #ifdef WIN32 #define WIN32_LEAN_AND_MEAN #include <windows.h> #endif #if defined(__APPLE__) && defined(__MACH__) #include <OpenGL/gl.h> // Header File For The OpenGL32 Library #include <OpenGL/glu.h> // Header File For The GLu32 Library #else #include <GL/gl.h> // Header File For The OpenGL32 Library #include <GL/glu.h> // Header File For The GLu32 Library #endif #include "sdl/SDL.h" #include <stdio.h> #include <unistd.h> #include "SDL/SDL_main.h" SDL_Surface *screen=NULL; GLfloat rtri; // Angle For The Triangle ( NEW ) GLfloat rquad; // Angle For The Quad ( NEW ) void InitGL(int Width, int Height) // We call this right after our OpenGL window is created. { glViewport(0, 0, Width, Height); glClearColor(0.0f, 0.0f, 0.0f, 0.0f); // This Will Clear The Background Color To Black glClearDepth(1.0); // Enables Clearing Of The Depth Buffer glDepthFunc(GL_LESS); // The Type Of Depth Test To Do glEnable(GL_DEPTH_TEST); // Enables Depth Testing glShadeModel(GL_SMOOTH); // Enables Smooth Color Shading glMatrixMode(GL_PROJECTION); glLoadIdentity(); // Reset The Projection Matrix gluPerspective(45.0f,(GLfloat)Width/(GLfloat)Height,0.1f,100.0f); // Calculate The Aspect Ratio Of The Window glMatrixMode(GL_MODELVIEW); } /* The main drawing function. */ int DrawGLScene() { glClear(GL_COLOR_BUFFER_BIT | GL_DEPTH_BUFFER_BIT); // Clear The Screen And The Depth Buffer glLoadIdentity(); // Reset The View glTranslatef(-1.5f,0.0f,-6.0f); // Move Left 1.5 Units And Into The Screen 6.0 glRotatef(rtri,0.0f,1.0f,0.0f); // Rotate The Triangle On The Y axis ( NEW ) // draw a triangle glBegin(GL_TRIANGLES); // Begin Drawing Triangles glColor3f(1.0f,0.0f,0.0f); // Red glVertex3f( 0.0f, 1.0f, 0.0f); // Top Of Triangle (Front) glColor3f(0.0f,1.0f,0.0f); // Green glVertex3f(-1.0f,-1.0f, 1.0f); // Left Of Triangle (Front) glColor3f(0.0f,0.0f,1.0f); // Blue glVertex3f( 1.0f,-1.0f, 1.0f); // Right Of Triangle (Front) glColor3f(1.0f,0.0f,0.0f); // Red glVertex3f( 0.0f, 1.0f, 0.0f); // Top Of Triangle (Right) glColor3f(0.0f,0.0f,1.0f); // Blue glVertex3f( 1.0f,-1.0f, 1.0f); // Left Of Triangle (Right) glColor3f(0.0f,1.0f,0.0f); // Green glVertex3f( 1.0f,-1.0f, -1.0f); // Right Of Triangle (Right) glColor3f(1.0f,0.0f,0.0f); // Red glVertex3f( 0.0f, 1.0f, 0.0f); // Top Of Triangle (Back) glColor3f(0.0f,1.0f,0.0f); // Green glVertex3f( 1.0f,-1.0f, -1.0f); // Left Of Triangle (Back) glColor3f(0.0f,0.0f,1.0f); // Blue glVertex3f(-1.0f,-1.0f, -1.0f); // Right Of Triangle (Back) glColor3f(1.0f,0.0f,0.0f); // Red glVertex3f( 0.0f, 1.0f, 0.0f); // Top Of Triangle (Left) glColor3f(0.0f,0.0f,1.0f); // Blue glVertex3f(-1.0f,-1.0f,-1.0f); // Left Of Triangle (Left) glColor3f(0.0f,1.0f,0.0f); // Green glVertex3f(-1.0f,-1.0f, 1.0f); // Right Of Triangle (Left) glEnd(); glLoadIdentity(); // Reset The Current Modelview Matrix glTranslatef(1.5f,0.0f,-7.0f); // Move Right 1.5 Units And Into The Screen 6.0 glRotatef(rquad,1.0f,0.0f,0.0f); // Rotate The Quad On The X axis ( NEW ) glBegin(GL_QUADS); // Start Drawing Quads glColor3f(0.0f,1.0f,0.0f); // Set The Color To Green glVertex3f( 1.0f, 1.0f,-1.0f); // Top Right Of The Quad (Top) glVertex3f(-1.0f, 1.0f,-1.0f); // Top Left Of The Quad (Top) glVertex3f(-1.0f, 1.0f, 1.0f); // Bottom Left Of The Quad (Top) glVertex3f( 1.0f, 1.0f, 1.0f); // Bottom Right Of The Quad (Top) glColor3f(1.0f,0.5f,0.0f); // Set The Color To Orange glVertex3f( 1.0f,-1.0f, 1.0f); // Top Right Of The Quad (Bottom) glVertex3f(-1.0f,-1.0f, 1.0f); // Top Left Of The Quad (Bottom) glVertex3f(-1.0f,-1.0f,-1.0f); // Bottom Left Of The Quad (Bottom) glVertex3f( 1.0f,-1.0f,-1.0f); // Bottom Right Of The Quad (Bottom) glColor3f(1.0f,0.0f,0.0f); // Set The Color To Red glVertex3f( 1.0f, 1.0f, 1.0f); // Top Right Of The Quad (Front) glVertex3f(-1.0f, 1.0f, 1.0f); // Top Left Of The Quad (Front) glVertex3f(-1.0f,-1.0f, 1.0f); // Bottom Left Of The Quad (Front) glVertex3f( 1.0f,-1.0f, 1.0f); // Bottom Right Of The Quad (Front) glColor3f(1.0f,1.0f,0.0f); // Set The Color To Yellow glVertex3f( 1.0f,-1.0f,-1.0f); // Bottom Left Of The Quad (Back) glVertex3f(-1.0f,-1.0f,-1.0f); // Bottom Right Of The Quad (Back) glVertex3f(-1.0f, 1.0f,-1.0f); // Top Right Of The Quad (Back) glVertex3f( 1.0f, 1.0f,-1.0f); // Top Left Of The Quad (Back) glColor3f(0.0f,0.0f,1.0f); // Set The Color To Blue glVertex3f(-1.0f, 1.0f, 1.0f); // Top Right Of The Quad (Left) glVertex3f(-1.0f, 1.0f,-1.0f); // Top Left Of The Quad (Left) glVertex3f(-1.0f,-1.0f,-1.0f); // Bottom Left Of The Quad (Left) glVertex3f(-1.0f,-1.0f, 1.0f); // Bottom Right Of The Quad (Left) glColor3f(1.0f,0.0f,1.0f); // Set The Color To Violet glVertex3f( 1.0f, 1.0f,-1.0f); // Top Right Of The Quad (Right) glVertex3f( 1.0f, 1.0f, 1.0f); // Top Left Of The Quad (Right) glVertex3f( 1.0f,-1.0f, 1.0f); // Bottom Left Of The Quad (Right) glVertex3f( 1.0f,-1.0f,-1.0f); // Bottom Right Of The Quad (Right) glEnd(); // Done Drawing A Quad rtri+=0.02f; // Increase The Rotation Variable For The Triangle ( NEW ) rquad-=0.015f; // Decrease The Rotation Variable For The Quad ( NEW ) // swap buffers to display, since we're double buffered. SDL_GL_SwapBuffers(); return true; } int main(int argc,char* argv[]) { int done; /*variable to hold the file name of the image to be loaded *In real world error handling code would precede this */ /* Initialize SDL for video output */ if ( SDL_Init(SDL_INIT_VIDEO) < 0 ) { fprintf(stderr, "Unable to initialize SDL: %s\n", SDL_GetError()); exit(1); } atexit(SDL_Quit); /* Create a 640x480 OpenGL screen */ if ( SDL_SetVideoMode(640, 480, 0, SDL_OPENGL) == NULL ) { fprintf(stderr, "Unable to create OpenGL screen: %s\n", SDL_GetError()); SDL_Quit(); exit(2); } SDL_WM_SetCaption("another example",NULL); InitGL(640,480); done=0; while (! done) { DrawGLScene(); SDL_Event event; while ( SDL_PollEvent(&event) ) { if ( event.type == SDL_QUIT ) { done = 1; } if ( event.type == SDL_KEYDOWN ) { if ( event.key.keysym.sym == SDLK_ESCAPE ) { done = 1; } } } } } Under netbeans project properties I configured the following: C++ Compiler: added /usr/X11/include and /opt/local/include to the include directories. Linker: I added the following libraries: /usr/X11/lib/libGL.dylib /usr/X11/lib/libGLU.dylib /opt/local/lib/libSDL.dylib /opt/local/lib/libSDLmain.a Now... before I included SDL_main.h and libSDLMain.a to the project I got an error unknown reference to _main then I read here: http://www.libsdl.org/faq.php?action=listentries&category=7#55 that I need to include SDL_Main.h and to link libSDLMain.so to my project. after doing so, the project still won't compile. this is the Netbeans output: /usr/bin/make -f nbproject/Makefile-Debug.mk SUBPROJECTS= .clean-conf rm -f -r build/Debug rm -f dist/Debug/GNU-MacOSX/opengl2 CLEAN SUCCESSFUL (total time: 79ms) /usr/bin/make -f nbproject/Makefile-Debug.mk SUBPROJECTS= .build-conf /usr/bin/make -f nbproject/Makefile-Debug.mk dist/Debug/GNU-MacOSX/opengl2 mkdir -p build/Debug/GNU-MacOSX rm -f build/Debug/GNU-MacOSX/main.o.d g++ -c -g -I/usr/X11/include -I/opt/local/include -MMD -MP -MF build/Debug/GNU-MacOSX/main.o.d -o build/Debug/GNU-MacOSX/main.o main.cpp mkdir -p dist/Debug/GNU-MacOSX g++ -o dist/Debug/GNU-MacOSX/opengl2 build/Debug/GNU-MacOSX/main.o /opt/local/lib/libIL.dylib /opt/local/lib/libILU.dylib /opt/local/lib/libILUT.dylib /usr/X11/lib/libGL.dylib /usr/X11/lib/libGLU.dylib /opt/local/lib/libSDL.dylib /opt/local/lib/libSDLmain.a Undefined symbols: "_OBJC_CLASS_$_NSMenu", referenced from: __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "__objc_empty_cache", referenced from: _OBJC_METACLASS_$_SDLMain in libSDLmain.a(SDLMain.o) _OBJC_CLASS_$_SDLMain in libSDLmain.a(SDLMain.o) "_CFBundleGetMainBundle", referenced from: -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) "_CFURLGetFileSystemRepresentation", referenced from: -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) "_NSApp", referenced from: _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSProcessInfo", referenced from: __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "_CFURLCreateCopyDeletingLastPathComponent", referenced from: -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) "_NSAllocateMemoryPages", referenced from: -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) "___CFConstantStringClassReference", referenced from: cfstring=CFBundleName in libSDLmain.a(SDLMain.o) cfstring= in libSDLmain.a(SDLMain.o) cfstring=About in libSDLmain.a(SDLMain.o) cfstring=Hide in libSDLmain.a(SDLMain.o) cfstring=h in libSDLmain.a(SDLMain.o) cfstring=Hide Others in libSDLmain.a(SDLMain.o) cfstring=Show All in libSDLmain.a(SDLMain.o) cfstring=Quit in libSDLmain.a(SDLMain.o) cfstring=q in libSDLmain.a(SDLMain.o) cfstring=Window in libSDLmain.a(SDLMain.o) cfstring=m in libSDLmain.a(SDLMain.o) cfstring=Minimize in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSAutoreleasePool", referenced from: __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "_CPSEnableForegroundOperation", referenced from: _main in libSDLmain.a(SDLMain.o) "_CPSGetCurrentProcess", referenced from: _main in libSDLmain.a(SDLMain.o) "_CFBundleCopyBundleURL", referenced from: -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) "_NSDeallocateMemoryPages", referenced from: -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSApplication", referenced from: l_OBJC_$_CATEGORY_NSApplication_$_SDLApplication in libSDLmain.a(SDLMain.o) __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "_CPSSetFrontProcess", referenced from: _main in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSString", referenced from: l_OBJC_$_CATEGORY_NSString_$_ReplaceSubString in libSDLmain.a(SDLMain.o) __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSObject", referenced from: _OBJC_CLASS_$_SDLMain in libSDLmain.a(SDLMain.o) "_CFBundleGetInfoDictionary", referenced from: _main in libSDLmain.a(SDLMain.o) "_CFRelease", referenced from: -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) -[SDLMain setupWorkingDirectory:] in libSDLmain.a(SDLMain.o) "__objc_empty_vtable", referenced from: _OBJC_METACLASS_$_SDLMain in libSDLmain.a(SDLMain.o) _OBJC_CLASS_$_SDLMain in libSDLmain.a(SDLMain.o) "_OBJC_CLASS_$_NSMenuItem", referenced from: __objc_classrefs__DATA@0 in libSDLmain.a(SDLMain.o) "_objc_msgSend", referenced from: -[SDLMain application:openFile:] in libSDLmain.a(SDLMain.o) -[SDLMain applicationDidFinishLaunching:] in libSDLmain.a(SDLMain.o) -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) -[NSString(ReplaceSubString) stringByReplacingRange:with:] in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) _main in libSDLmain.a(SDLMain.o) "_OBJC_METACLASS_$_NSObject", referenced from: _OBJC_METACLASS_$_SDLMain in libSDLmain.a(SDLMain.o) _OBJC_METACLASS_$_SDLMain in libSDLmain.a(SDLMain.o) "_objc_msgSend_fixup", referenced from: l_objc_msgSend_fixup_objectForKey_ in libSDLmain.a(SDLMain.o) l_objc_msgSend_fixup_length in libSDLmain.a(SDLMain.o) l_objc_msgSend_fixup_alloc in libSDLmain.a(SDLMain.o) l_objc_msgSend_fixup_release in libSDLmain.a(SDLMain.o) ld: symbol(s) not found collect2: ld returned 1 exit status make[2]: *** [dist/Debug/GNU-MacOSX/opengl2] Error 1 make[1]: *** [.build-conf] Error 2 make: *** [.build-impl] Error 2 BUILD FAILED (exit value 2, total time: 263ms) any ideas? thanks a lot!

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  • Hosting the Razor Engine for Templating in Non-Web Applications

    - by Rick Strahl
    Microsoft’s new Razor HTML Rendering Engine that is currently shipping with ASP.NET MVC previews can be used outside of ASP.NET. Razor is an alternative view engine that can be used instead of the ASP.NET Page engine that currently works with ASP.NET WebForms and MVC. It provides a simpler and more readable markup syntax and is much more light weight in terms of functionality than the full blown WebForms Page engine, focusing only on features that are more along the lines of a pure view engine (or classic ASP!) with focus on expression and code rendering rather than a complex control/object model. Like the Page engine though, the parser understands .NET code syntax which can be embedded into templates, and behind the scenes the engine compiles markup and script code into an executing piece of .NET code in an assembly. Although it ships as part of the ASP.NET MVC and WebMatrix the Razor Engine itself is not directly dependent on ASP.NET or IIS or HTTP in any way. And although there are some markup and rendering features that are optimized for HTML based output generation, Razor is essentially a free standing template engine. And what’s really nice is that unlike the ASP.NET Runtime, Razor is fairly easy to host inside of your own non-Web applications to provide templating functionality. Templating in non-Web Applications? Yes please! So why might you host a template engine in your non-Web application? Template rendering is useful in many places and I have a number of applications that make heavy use of it. One of my applications – West Wind Html Help Builder - exclusively uses template based rendering to merge user supplied help text content into customizable and executable HTML markup templates that provide HTML output for CHM style HTML Help. This is an older product and it’s not actually using .NET at the moment – and this is one reason I’m looking at Razor for script hosting at the moment. For a few .NET applications though I’ve actually used the ASP.NET Runtime hosting to provide templating and mail merge style functionality and while that works reasonably well it’s a very heavy handed approach. It’s very resource intensive and has potential issues with versioning in various different versions of .NET. The generic implementation I created in the article above requires a lot of fix up to mimic an HTTP request in a non-HTTP environment and there are a lot of little things that have to happen to ensure that the ASP.NET runtime works properly most of it having nothing to do with the templating aspect but just satisfying ASP.NET’s requirements. The Razor Engine on the other hand is fairly light weight and completely decoupled from the ASP.NET runtime and the HTTP processing. Rather it’s a pure template engine whose sole purpose is to render text templates. Hosting this engine in your own applications can be accomplished with a reasonable amount of code (actually just a few lines with the tools I’m about to describe) and without having to fake HTTP requests. It’s also much lighter on resource usage and you can easily attach custom properties to your base template implementation to easily pass context from the parent application into templates all of which was rather complicated with ASP.NET runtime hosting. Installing the Razor Template Engine You can get Razor as part of the MVC 3 (RC and later) or Web Matrix. Both are available as downloadable components from the Web Platform Installer Version 3.0 (!important – V2 doesn’t show these components). If you already have that version of the WPI installed just fire it up. You can get the latest version of the Web Platform Installer from here: http://www.microsoft.com/web/gallery/install.aspx Once the platform Installer 3.0 is installed install either MVC 3 or ASP.NET Web Pages. Once installed you’ll find a System.Web.Razor assembly in C:\Program Files\Microsoft ASP.NET\ASP.NET Web Pages\v1.0\Assemblies\System.Web.Razor.dll which you can add as a reference to your project. Creating a Wrapper The basic Razor Hosting API is pretty simple and you can host Razor with a (large-ish) handful of lines of code. I’ll show the basics of it later in this article. However, if you want to customize the rendering and handle assembly and namespace includes for the markup as well as deal with text and file inputs as well as forcing Razor to run in a separate AppDomain so you can unload the code-generated assemblies and deal with assembly caching for re-used templates little more work is required to create something that is more easily reusable. For this reason I created a Razor Hosting wrapper project that combines a bunch of this functionality into an easy to use hosting class, a hosting factory that can load the engine in a separate AppDomain and a couple of hosting containers that provided folder based and string based caching for templates for an easily embeddable and reusable engine with easy to use syntax. If you just want the code and play with the samples and source go grab the latest code from the Subversion Repository at: http://www.west-wind.com:8080/svn/articles/trunk/RazorHosting/ or a snapshot from: http://www.west-wind.com/files/tools/RazorHosting.zip Getting Started Before I get into how hosting with Razor works, let’s take a look at how you can get up and running quickly with the wrapper classes provided. It only takes a few lines of code. The easiest way to use these Razor Hosting Wrappers is to use one of the two HostContainers provided. One is for hosting Razor scripts in a directory and rendering them as relative paths from these script files on disk. The other HostContainer serves razor scripts from string templates… Let’s start with a very simple template that displays some simple expressions, some code blocks and demonstrates rendering some data from contextual data that you pass to the template in the form of a ‘context’. Here’s a simple Razor template: @using System.Reflection Hello @Context.FirstName! Your entry was entered on: @Context.Entered @{ // Code block: Update the host Windows Form passed in through the context Context.WinForm.Text = "Hello World from Razor at " + DateTime.Now.ToString(); } AppDomain Id: @AppDomain.CurrentDomain.FriendlyName Assembly: @Assembly.GetExecutingAssembly().FullName Code based output: @{ // Write output with Response object from code string output = string.Empty; for (int i = 0; i < 10; i++) { output += i.ToString() + " "; } Response.Write(output); } Pretty easy to see what’s going on here. The only unusual thing in this code is the Context object which is an arbitrary object I’m passing from the host to the template by way of the template base class. I’m also displaying the current AppDomain and the executing Assembly name so you can see how compiling and running a template actually loads up new assemblies. Also note that as part of my context I’m passing a reference to the current Windows Form down to the template and changing the title from within the script. It’s a silly example, but it demonstrates two-way communication between host and template and back which can be very powerful. The easiest way to quickly render this template is to use the RazorEngine<TTemplateBase> class. The generic parameter specifies a template base class type that is used by Razor internally to generate the class it generates from a template. The default implementation provided in my RazorHosting wrapper is RazorTemplateBase. Here’s a simple one that renders from a string and outputs a string: var engine = new RazorEngine<RazorTemplateBase>(); // we can pass any object as context - here create a custom context var context = new CustomContext() { WinForm = this, FirstName = "Rick", Entered = DateTime.Now.AddDays(-10) }; string output = engine.RenderTemplate(this.txtSource.Text new string[] { "System.Windows.Forms.dll" }, context); if (output == null) this.txtResult.Text = "*** ERROR:\r\n" + engine.ErrorMessage; else this.txtResult.Text = output; Simple enough. This code renders a template from a string input and returns a result back as a string. It  creates a custom context and passes that to the template which can then access the Context’s properties. Note that anything passed as ‘context’ must be serializable (or MarshalByRefObject) – otherwise you get an exception when passing the reference over AppDomain boundaries (discussed later). Passing a context is optional, but is a key feature in being able to share data between the host application and the template. Note that we use the Context object to access FirstName, Entered and even the host Windows Form object which is used in the template to change the Window caption from within the script! In the code above all the work happens in the RenderTemplate method which provide a variety of overloads to read and write to and from strings, files and TextReaders/Writers. Here’s another example that renders from a file input using a TextReader: using (reader = new StreamReader("templates\\simple.csHtml", true)) { result = host.RenderTemplate(reader, new string[] { "System.Windows.Forms.dll" }, this.CustomContext); } RenderTemplate() is fairly high level and it handles loading of the runtime, compiling into an assembly and rendering of the template. If you want more control you can use the lower level methods to control each step of the way which is important for the HostContainers I’ll discuss later. Basically for those scenarios you want to separate out loading of the engine, compiling into an assembly and then rendering the template from the assembly. Why? So we can keep assemblies cached. In the code above a new assembly is created for each template rendered which is inefficient and uses up resources. Depending on the size of your templates and how often you fire them you can chew through memory very quickly. This slighter lower level approach is only a couple of extra steps: // we can pass any object as context - here create a custom context var context = new CustomContext() { WinForm = this, FirstName = "Rick", Entered = DateTime.Now.AddDays(-10) }; var engine = new RazorEngine<RazorTemplateBase>(); string assId = null; using (StringReader reader = new StringReader(this.txtSource.Text)) { assId = engine.ParseAndCompileTemplate(new string[] { "System.Windows.Forms.dll" }, reader); } string output = engine.RenderTemplateFromAssembly(assId, context); if (output == null) this.txtResult.Text = "*** ERROR:\r\n" + engine.ErrorMessage; else this.txtResult.Text = output; The difference here is that you can capture the assembly – or rather an Id to it – and potentially hold on to it to render again later assuming the template hasn’t changed. The HostContainers take advantage of this feature to cache the assemblies based on certain criteria like a filename and file time step or a string hash that if not change indicate that an assembly can be reused. Note that ParseAndCompileTemplate returns an assembly Id rather than the assembly itself. This is done so that that the assembly always stays in the host’s AppDomain and is not passed across AppDomain boundaries which would cause load failures. We’ll talk more about this in a minute but for now just realize that assemblies references are stored in a list and are accessible by this ID to allow locating and re-executing of the assembly based on that id. Reuse of the assembly avoids recompilation overhead and creation of yet another assembly that loads into the current AppDomain. You can play around with several different versions of the above code in the main sample form:   Using Hosting Containers for more Control and Caching The above examples simply render templates into assemblies each and every time they are executed. While this works and is even reasonably fast, it’s not terribly efficient. If you render templates more than once it would be nice if you could cache the generated assemblies for example to avoid re-compiling and creating of a new assembly each time. Additionally it would be nice to load template assemblies into a separate AppDomain optionally to be able to be able to unload assembli es and also to protect your host application from scripting attacks with malicious template code. Hosting containers provide also provide a wrapper around the RazorEngine<T> instance, a factory (which allows creation in separate AppDomains) and an easy way to start and stop the container ‘runtime’. The Razor Hosting samples provide two hosting containers: RazorFolderHostContainer and StringHostContainer. The folder host provides a simple runtime environment for a folder structure similar in the way that the ASP.NET runtime handles a virtual directory as it’s ‘application' root. Templates are loaded from disk in relative paths and the resulting assemblies are cached unless the template on disk is changed. The string host also caches templates based on string hashes – if the same string is passed a second time a cached version of the assembly is used. Here’s how HostContainers work. I’ll use the FolderHostContainer because it’s likely the most common way you’d use templates – from disk based templates that can be easily edited and maintained on disk. The first step is to create an instance of it and keep it around somewhere (in the example it’s attached as a property to the Form): RazorFolderHostContainer Host = new RazorFolderHostContainer(); public RazorFolderHostForm() { InitializeComponent(); // The base path for templates - templates are rendered with relative paths // based on this path. Host.TemplatePath = Path.Combine(Environment.CurrentDirectory, TemplateBaseFolder); // Add any assemblies you want reference in your templates Host.ReferencedAssemblies.Add("System.Windows.Forms.dll"); // Start up the host container Host.Start(); } Next anytime you want to render a template you can use simple code like this: private void RenderTemplate(string fileName) { // Pass the template path via the Context var relativePath = Utilities.GetRelativePath(fileName, Host.TemplatePath); if (!Host.RenderTemplate(relativePath, this.Context, Host.RenderingOutputFile)) { MessageBox.Show("Error: " + Host.ErrorMessage); return; } this.webBrowser1.Navigate("file://" + Host.RenderingOutputFile); } You can also render the output to a string instead of to a file: string result = Host.RenderTemplateToString(relativePath,context); Finally if you want to release the engine and shut down the hosting AppDomain you can simply do: Host.Stop(); Stopping the AppDomain and restarting it (ie. calling Stop(); followed by Start()) is also a nice way to release all resources in the AppDomain. The FolderBased domain also supports partial Rendering based on root path based relative paths with the same caching characteristics as the main templates. From within a template you can call out to a partial like this: @RenderPartial(@"partials\PartialRendering.cshtml", Context) where partials\PartialRendering.cshtml is a relative to the template root folder. The folder host example lets you load up templates from disk and display the result in a Web Browser control which demonstrates using Razor HTML output from templates that contain HTML syntax which happens to me my target scenario for Html Help Builder.   The Razor Engine Wrapper Project The project I created to wrap Razor hosting has a fair bit of code and a number of classes associated with it. Most of the components are internally used and as you can see using the final RazorEngine<T> and HostContainer classes is pretty easy. The classes are extensible and I suspect developers will want to build more customized host containers for their applications. Host containers are the key to wrapping up all functionality – Engine, BaseTemplate, AppDomain Hosting, Caching etc in a logical piece that is ready to be plugged into an application. When looking at the code there are a couple of core features provided: Core Razor Engine Hosting This is the core Razor hosting which provides the basics of loading a template, compiling it into an assembly and executing it. This is fairly straightforward, but without a host container that can cache assemblies based on some criteria templates are recompiled and re-created each time which is inefficient (although pretty fast). The base engine wrapper implementation also supports hosting the Razor runtime in a separate AppDomain for security and the ability to unload it on demand. Host Containers The engine hosting itself doesn’t provide any sort of ‘runtime’ service like picking up files from disk, caching assemblies and so forth. So my implementation provides two HostContainers: RazorFolderHostContainer and RazorStringHostContainer. The FolderHost works off a base directory and loads templates based on relative paths (sort of like the ASP.NET runtime does off a virtual). The HostContainers also deal with caching of template assemblies – for the folder host the file date is tracked and checked for updates and unless the template is changed a cached assembly is reused. The StringHostContainer similiarily checks string hashes to figure out whether a particular string template was previously compiled and executed. The HostContainers also act as a simple startup environment and a single reference to easily store and reuse in an application. TemplateBase Classes The template base classes are the base classes that from which the Razor engine generates .NET code. A template is parsed into a class with an Execute() method and the class is based on this template type you can specify. RazorEngine<TBaseTemplate> can receive this type and the HostContainers default to specific templates in their base implementations. Template classes are customizable to allow you to create templates that provide application specific features and interaction from the template to your host application. How does the RazorEngine wrapper work? You can browse the source code in the links above or in the repository or download the source, but I’ll highlight some key features here. Here’s part of the RazorEngine implementation that can be used to host the runtime and that demonstrates the key code required to host the Razor runtime. The RazorEngine class is implemented as a generic class to reflect the Template base class type: public class RazorEngine<TBaseTemplateType> : MarshalByRefObject where TBaseTemplateType : RazorTemplateBase The generic type is used to internally provide easier access to the template type and assignments on it as part of the template processing. The class also inherits MarshalByRefObject to allow execution over AppDomain boundaries – something that all the classes discussed here need to do since there is much interaction between the host and the template. The first two key methods deal with creating a template assembly: /// <summary> /// Creates an instance of the RazorHost with various options applied. /// Applies basic namespace imports and the name of the class to generate /// </summary> /// <param name="generatedNamespace"></param> /// <param name="generatedClass"></param> /// <returns></returns> protected RazorTemplateEngine CreateHost(string generatedNamespace, string generatedClass) { Type baseClassType = typeof(TBaseTemplateType); RazorEngineHost host = new RazorEngineHost(new CSharpRazorCodeLanguage()); host.DefaultBaseClass = baseClassType.FullName; host.DefaultClassName = generatedClass; host.DefaultNamespace = generatedNamespace; host.NamespaceImports.Add("System"); host.NamespaceImports.Add("System.Text"); host.NamespaceImports.Add("System.Collections.Generic"); host.NamespaceImports.Add("System.Linq"); host.NamespaceImports.Add("System.IO"); return new RazorTemplateEngine(host); } /// <summary> /// Parses and compiles a markup template into an assembly and returns /// an assembly name. The name is an ID that can be passed to /// ExecuteTemplateByAssembly which picks up a cached instance of the /// loaded assembly. /// /// </summary> /// <param name="namespaceOfGeneratedClass">The namespace of the class to generate from the template</param> /// <param name="generatedClassName">The name of the class to generate from the template</param> /// <param name="ReferencedAssemblies">Any referenced assemblies by dll name only. Assemblies must be in execution path of host or in GAC.</param> /// <param name="templateSourceReader">Textreader that loads the template</param> /// <remarks> /// The actual assembly isn't returned here to allow for cross-AppDomain /// operation. If the assembly was returned it would fail for cross-AppDomain /// calls. /// </remarks> /// <returns>An assembly Id. The Assembly is cached in memory and can be used with RenderFromAssembly.</returns> public string ParseAndCompileTemplate( string namespaceOfGeneratedClass, string generatedClassName, string[] ReferencedAssemblies, TextReader templateSourceReader) { RazorTemplateEngine engine = CreateHost(namespaceOfGeneratedClass, generatedClassName); // Generate the template class as CodeDom GeneratorResults razorResults = engine.GenerateCode(templateSourceReader); // Create code from the codeDom and compile CSharpCodeProvider codeProvider = new CSharpCodeProvider(); CodeGeneratorOptions options = new CodeGeneratorOptions(); // Capture Code Generated as a string for error info // and debugging LastGeneratedCode = null; using (StringWriter writer = new StringWriter()) { codeProvider.GenerateCodeFromCompileUnit(razorResults.GeneratedCode, writer, options); LastGeneratedCode = writer.ToString(); } CompilerParameters compilerParameters = new CompilerParameters(ReferencedAssemblies); // Standard Assembly References compilerParameters.ReferencedAssemblies.Add("System.dll"); compilerParameters.ReferencedAssemblies.Add("System.Core.dll"); compilerParameters.ReferencedAssemblies.Add("Microsoft.CSharp.dll"); // dynamic support! // Also add the current assembly so RazorTemplateBase is available compilerParameters.ReferencedAssemblies.Add(Assembly.GetExecutingAssembly().CodeBase.Substring(8)); compilerParameters.GenerateInMemory = Configuration.CompileToMemory; if (!Configuration.CompileToMemory) compilerParameters.OutputAssembly = Path.Combine(Configuration.TempAssemblyPath, "_" + Guid.NewGuid().ToString("n") + ".dll"); CompilerResults compilerResults = codeProvider.CompileAssemblyFromDom(compilerParameters, razorResults.GeneratedCode); if (compilerResults.Errors.Count > 0) { var compileErrors = new StringBuilder(); foreach (System.CodeDom.Compiler.CompilerError compileError in compilerResults.Errors) compileErrors.Append(String.Format(Resources.LineX0TColX1TErrorX2RN, compileError.Line, compileError.Column, compileError.ErrorText)); this.SetError(compileErrors.ToString() + "\r\n" + LastGeneratedCode); return null; } AssemblyCache.Add(compilerResults.CompiledAssembly.FullName, compilerResults.CompiledAssembly); return compilerResults.CompiledAssembly.FullName; } Think of the internal CreateHost() method as setting up the assembly generated from each template. Each template compiles into a separate assembly. It sets up namespaces, and assembly references, the base class used and the name and namespace for the generated class. ParseAndCompileTemplate() then calls the CreateHost() method to receive the template engine generator which effectively generates a CodeDom from the template – the template is turned into .NET code. The code generated from our earlier example looks something like this: //------------------------------------------------------------------------------ // <auto-generated> // This code was generated by a tool. // Runtime Version:4.0.30319.1 // // Changes to this file may cause incorrect behavior and will be lost if // the code is regenerated. // </auto-generated> //------------------------------------------------------------------------------ namespace RazorTest { using System; using System.Text; using System.Collections.Generic; using System.Linq; using System.IO; using System.Reflection; public class RazorTemplate : RazorHosting.RazorTemplateBase { #line hidden public RazorTemplate() { } public override void Execute() { WriteLiteral("Hello "); Write(Context.FirstName); WriteLiteral("! Your entry was entered on: "); Write(Context.Entered); WriteLiteral("\r\n\r\n"); // Code block: Update the host Windows Form passed in through the context Context.WinForm.Text = "Hello World from Razor at " + DateTime.Now.ToString(); WriteLiteral("\r\nAppDomain Id:\r\n "); Write(AppDomain.CurrentDomain.FriendlyName); WriteLiteral("\r\n \r\nAssembly:\r\n "); Write(Assembly.GetExecutingAssembly().FullName); WriteLiteral("\r\n\r\nCode based output: \r\n"); // Write output with Response object from code string output = string.Empty; for (int i = 0; i < 10; i++) { output += i.ToString() + " "; } } } } Basically the template’s body is turned into code in an Execute method that is called. Internally the template’s Write method is fired to actually generate the output. Note that the class inherits from RazorTemplateBase which is the generic parameter I used to specify the base class when creating an instance in my RazorEngine host: var engine = new RazorEngine<RazorTemplateBase>(); This template class must be provided and it must implement an Execute() and Write() method. Beyond that you can create any class you chose and attach your own properties. My RazorTemplateBase class implementation is very simple: public class RazorTemplateBase : MarshalByRefObject, IDisposable { /// <summary> /// You can pass in a generic context object /// to use in your template code /// </summary> public dynamic Context { get; set; } /// <summary> /// Class that generates output. Currently ultra simple /// with only Response.Write() implementation. /// </summary> public RazorResponse Response { get; set; } public object HostContainer {get; set; } public object Engine { get; set; } public RazorTemplateBase() { Response = new RazorResponse(); } public virtual void Write(object value) { Response.Write(value); } public virtual void WriteLiteral(object value) { Response.Write(value); } /// <summary> /// Razor Parser implements this method /// </summary> public virtual void Execute() {} public virtual void Dispose() { if (Response != null) { Response.Dispose(); Response = null; } } } Razor fills in the Execute method when it generates its subclass and uses the Write() method to output content. As you can see I use a RazorResponse() class here to generate output. This isn’t necessary really, as you could use a StringBuilder or StringWriter() directly, but I prefer using Response object so I can extend the Response behavior as needed. The RazorResponse class is also very simple and merely acts as a wrapper around a TextWriter: public class RazorResponse : IDisposable { /// <summary> /// Internal text writer - default to StringWriter() /// </summary> public TextWriter Writer = new StringWriter(); public virtual void Write(object value) { Writer.Write(value); } public virtual void WriteLine(object value) { Write(value); Write("\r\n"); } public virtual void WriteFormat(string format, params object[] args) { Write(string.Format(format, args)); } public override string ToString() { return Writer.ToString(); } public virtual void Dispose() { Writer.Close(); } public virtual void SetTextWriter(TextWriter writer) { // Close original writer if (Writer != null) Writer.Close(); Writer = writer; } } The Rendering Methods of RazorEngine At this point I’ve talked about the assembly generation logic and the template implementation itself. What’s left is that once you’ve generated the assembly is to execute it. The code to do this is handled in the various RenderXXX methods of the RazorEngine class. Let’s look at the lowest level one of these which is RenderTemplateFromAssembly() and a couple of internal support methods that handle instantiating and invoking of the generated template method: public string RenderTemplateFromAssembly( string assemblyId, string generatedNamespace, string generatedClass, object context, TextWriter outputWriter) { this.SetError(); Assembly generatedAssembly = AssemblyCache[assemblyId]; if (generatedAssembly == null) { this.SetError(Resources.PreviouslyCompiledAssemblyNotFound); return null; } string className = generatedNamespace + "." + generatedClass; Type type; try { type = generatedAssembly.GetType(className); } catch (Exception ex) { this.SetError(Resources.UnableToCreateType + className + ": " + ex.Message); return null; } // Start with empty non-error response (if we use a writer) string result = string.Empty; using(TBaseTemplateType instance = InstantiateTemplateClass(type)) { if (instance == null) return null; if (outputWriter != null) instance.Response.SetTextWriter(outputWriter); if (!InvokeTemplateInstance(instance, context)) return null; // Capture string output if implemented and return // otherwise null is returned if (outputWriter == null) result = instance.Response.ToString(); } return result; } protected virtual TBaseTemplateType InstantiateTemplateClass(Type type) { TBaseTemplateType instance = Activator.CreateInstance(type) as TBaseTemplateType; if (instance == null) { SetError(Resources.CouldnTActivateTypeInstance + type.FullName); return null; } instance.Engine = this; // If a HostContainer was set pass that to the template too instance.HostContainer = this.HostContainer; return instance; } /// <summary> /// Internally executes an instance of the template, /// captures errors on execution and returns true or false /// </summary> /// <param name="instance">An instance of the generated template</param> /// <returns>true or false - check ErrorMessage for errors</returns> protected virtual bool InvokeTemplateInstance(TBaseTemplateType instance, object context) { try { instance.Context = context; instance.Execute(); } catch (Exception ex) { this.SetError(Resources.TemplateExecutionError + ex.Message); return false; } finally { // Must make sure Response is closed instance.Response.Dispose(); } return true; } The RenderTemplateFromAssembly method basically requires the namespace and class to instantate and creates an instance of the class using InstantiateTemplateClass(). It then invokes the method with InvokeTemplateInstance(). These two methods are broken out because they are re-used by various other rendering methods and also to allow subclassing and providing additional configuration tasks to set properties and pass values to templates at execution time. In the default mode instantiation sets the Engine and HostContainer (discussed later) so the template can call back into the template engine, and the context is set when the template method is invoked. The various RenderXXX methods use similar code although they create the assemblies first. If you’re after potentially cashing assemblies the method is the one to call and that’s exactly what the two HostContainer classes do. More on that in a minute, but before we get into HostContainers let’s talk about AppDomain hosting and the like. Running Templates in their own AppDomain With the RazorEngine class above, when a template is parsed into an assembly and executed the assembly is created (in memory or on disk – you can configure that) and cached in the current AppDomain. In .NET once an assembly has been loaded it can never be unloaded so if you’re loading lots of templates and at some time you want to release them there’s no way to do so. If however you load the assemblies in a separate AppDomain that new AppDomain can be unloaded and the assemblies loaded in it with it. In order to host the templates in a separate AppDomain the easiest thing to do is to run the entire RazorEngine in a separate AppDomain. Then all interaction occurs in the other AppDomain and no further changes have to be made. To facilitate this there is a RazorEngineFactory which has methods that can instantiate the RazorHost in a separate AppDomain as well as in the local AppDomain. The host creates the remote instance and then hangs on to it to keep it alive as well as providing methods to shut down the AppDomain and reload the engine. Sounds complicated but cross-AppDomain invocation is actually fairly easy to implement. Here’s some of the relevant code from the RazorEngineFactory class. Like the RazorEngine this class is generic and requires a template base type in the generic class name: public class RazorEngineFactory<TBaseTemplateType> where TBaseTemplateType : RazorTemplateBase Here are the key methods of interest: /// <summary> /// Creates an instance of the RazorHost in a new AppDomain. This /// version creates a static singleton that that is cached and you /// can call UnloadRazorHostInAppDomain to unload it. /// </summary> /// <returns></returns> public static RazorEngine<TBaseTemplateType> CreateRazorHostInAppDomain() { if (Current == null) Current = new RazorEngineFactory<TBaseTemplateType>(); return Current.GetRazorHostInAppDomain(); } public static void UnloadRazorHostInAppDomain() { if (Current != null) Current.UnloadHost(); Current = null; } /// <summary> /// Instance method that creates a RazorHost in a new AppDomain. /// This method requires that you keep the Factory around in /// order to keep the AppDomain alive and be able to unload it. /// </summary> /// <returns></returns> public RazorEngine<TBaseTemplateType> GetRazorHostInAppDomain() { LocalAppDomain = CreateAppDomain(null); if (LocalAppDomain == null) return null; /// Create the instance inside of the new AppDomain /// Note: remote domain uses local EXE's AppBasePath!!! RazorEngine<TBaseTemplateType> host = null; try { Assembly ass = Assembly.GetExecutingAssembly(); string AssemblyPath = ass.Location; host = (RazorEngine<TBaseTemplateType>) LocalAppDomain.CreateInstanceFrom(AssemblyPath, typeof(RazorEngine<TBaseTemplateType>).FullName).Unwrap(); } catch (Exception ex) { ErrorMessage = ex.Message; return null; } return host; } /// <summary> /// Internally creates a new AppDomain in which Razor templates can /// be run. /// </summary> /// <param name="appDomainName"></param> /// <returns></returns> private AppDomain CreateAppDomain(string appDomainName) { if (appDomainName == null) appDomainName = "RazorHost_" + Guid.NewGuid().ToString("n"); AppDomainSetup setup = new AppDomainSetup(); // *** Point at current directory setup.ApplicationBase = AppDomain.CurrentDomain.BaseDirectory; AppDomain localDomain = AppDomain.CreateDomain(appDomainName, null, setup); return localDomain; } /// <summary> /// Allow unloading of the created AppDomain to release resources /// All internal resources in the AppDomain are released including /// in memory compiled Razor assemblies. /// </summary> public void UnloadHost() { if (this.LocalAppDomain != null) { AppDomain.Unload(this.LocalAppDomain); this.LocalAppDomain = null; } } The static CreateRazorHostInAppDomain() is the key method that startup code usually calls. It uses a Current singleton instance to an instance of itself that is created cross AppDomain and is kept alive because it’s static. GetRazorHostInAppDomain actually creates a cross-AppDomain instance which first creates a new AppDomain and then loads the RazorEngine into it. The remote Proxy instance is returned as a result to the method and can be used the same as a local instance. The code to run with a remote AppDomain is simple: private RazorEngine<RazorTemplateBase> CreateHost() { if (this.Host != null) return this.Host; // Use Static Methods - no error message if host doesn't load this.Host = RazorEngineFactory<RazorTemplateBase>.CreateRazorHostInAppDomain(); if (this.Host == null) { MessageBox.Show("Unable to load Razor Template Host", "Razor Hosting", MessageBoxButtons.OK, MessageBoxIcon.Exclamation); } return this.Host; } This code relies on a local reference of the Host which is kept around for the duration of the app (in this case a form reference). To use this you’d simply do: this.Host = CreateHost(); if (host == null) return; string result = host.RenderTemplate( this.txtSource.Text, new string[] { "System.Windows.Forms.dll", "Westwind.Utilities.dll" }, this.CustomContext); if (result == null) { MessageBox.Show(host.ErrorMessage, "Template Execution Error", MessageBoxButtons.OK, MessageBoxIcon.Exclamation); return; } this.txtResult.Text = result; Now all templates run in a remote AppDomain and can be unloaded with simple code like this: RazorEngineFactory<RazorTemplateBase>.UnloadRazorHostInAppDomain(); this.Host = null; One Step further – Providing a caching ‘Runtime’ Once we can load templates in a remote AppDomain we can add some additional functionality like assembly caching based on application specific features. One of my typical scenarios is to render templates out of a scripts folder. So all templates live in a folder and they change infrequently. So a Folder based host that can compile these templates once and then only recompile them if something changes would be ideal. Enter host containers which are basically wrappers around the RazorEngine<t> and RazorEngineFactory<t>. They provide additional logic for things like file caching based on changes on disk or string hashes for string based template inputs. The folder host also provides for partial rendering logic through a custom template base implementation. There’s a base implementation in RazorBaseHostContainer, which provides the basics for hosting a RazorEngine, which includes the ability to start and stop the engine, cache assemblies and add references: public abstract class RazorBaseHostContainer<TBaseTemplateType> : MarshalByRefObject where TBaseTemplateType : RazorTemplateBase, new() { public RazorBaseHostContainer() { UseAppDomain = true; GeneratedNamespace = "__RazorHost"; } /// <summary> /// Determines whether the Container hosts Razor /// in a separate AppDomain. Seperate AppDomain /// hosting allows unloading and releasing of /// resources. /// </summary> public bool UseAppDomain { get; set; } /// <summary> /// Base folder location where the AppDomain /// is hosted. By default uses the same folder /// as the host application. /// /// Determines where binary dependencies are /// found for assembly references. /// </summary> public string BaseBinaryFolder { get; set; } /// <summary> /// List of referenced assemblies as string values. /// Must be in GAC or in the current folder of the host app/ /// base BinaryFolder /// </summary> public List<string> ReferencedAssemblies = new List<string>(); /// <summary> /// Name of the generated namespace for template classes /// </summary> public string GeneratedNamespace {get; set; } /// <summary> /// Any error messages /// </summary> public string ErrorMessage { get; set; } /// <summary> /// Cached instance of the Host. Required to keep the /// reference to the host alive for multiple uses. /// </summary> public RazorEngine<TBaseTemplateType> Engine; /// <summary> /// Cached instance of the Host Factory - so we can unload /// the host and its associated AppDomain. /// </summary> protected RazorEngineFactory<TBaseTemplateType> EngineFactory; /// <summary> /// Keep track of each compiled assembly /// and when it was compiled. /// /// Use a hash of the string to identify string /// changes. /// </summary> protected Dictionary<int, CompiledAssemblyItem> LoadedAssemblies = new Dictionary<int, CompiledAssemblyItem>(); /// <summary> /// Call to start the Host running. Follow by a calls to RenderTemplate to /// render individual templates. Call Stop when done. /// </summary> /// <returns>true or false - check ErrorMessage on false </returns> public virtual bool Start() { if (Engine == null) { if (UseAppDomain) Engine = RazorEngineFactory<TBaseTemplateType>.CreateRazorHostInAppDomain(); else Engine = RazorEngineFactory<TBaseTemplateType>.CreateRazorHost(); Engine.Configuration.CompileToMemory = true; Engine.HostContainer = this; if (Engine == null) { this.ErrorMessage = EngineFactory.ErrorMessage; return false; } } return true; } /// <summary> /// Stops the Host and releases the host AppDomain and cached /// assemblies. /// </summary> /// <returns>true or false</returns> public bool Stop() { this.LoadedAssemblies.Clear(); RazorEngineFactory<RazorTemplateBase>.UnloadRazorHostInAppDomain(); this.Engine = null; return true; } … } This base class provides most of the mechanics to host the runtime, but no application specific implementation for rendering. There are rendering functions but they just call the engine directly and provide no caching – there’s no context to decide how to cache and reuse templates. The key methods are Start and Stop and their main purpose is to start a new AppDomain (optionally) and shut it down when requested. The RazorFolderHostContainer – Folder Based Runtime Hosting Let’s look at the more application specific RazorFolderHostContainer implementation which is defined like this: public class RazorFolderHostContainer : RazorBaseHostContainer<RazorTemplateFolderHost> Note that a customized RazorTemplateFolderHost class template is used for this implementation that supports partial rendering in form of a RenderPartial() method that’s available to templates. The folder host’s features are: Render templates based on a Template Base Path (a ‘virtual’ if you will) Cache compiled assemblies based on the relative path and file time stamp File changes on templates cause templates to be recompiled into new assemblies Support for partial rendering using base folder relative pathing As shown in the startup examples earlier host containers require some startup code with a HostContainer tied to a persistent property (like a Form property): // The base path for templates - templates are rendered with relative paths // based on this path. HostContainer.TemplatePath = Path.Combine(Environment.CurrentDirectory, TemplateBaseFolder); // Default output rendering disk location HostContainer.RenderingOutputFile = Path.Combine(HostContainer.TemplatePath, "__Preview.htm"); // Add any assemblies you want reference in your templates HostContainer.ReferencedAssemblies.Add("System.Windows.Forms.dll"); // Start up the host container HostContainer.Start(); Once that’s done, you can render templates with the host container: // Pass the template path for full filename seleted with OpenFile Dialog // relativepath is: subdir\file.cshtml or file.cshtml or ..\file.cshtml var relativePath = Utilities.GetRelativePath(fileName, HostContainer.TemplatePath); if (!HostContainer.RenderTemplate(relativePath, Context, HostContainer.RenderingOutputFile)) { MessageBox.Show("Error: " + HostContainer.ErrorMessage); return; } webBrowser1.Navigate("file://" + HostContainer.RenderingOutputFile); The most critical task of the RazorFolderHostContainer implementation is to retrieve a template from disk, compile and cache it and then deal with deciding whether subsequent requests need to re-compile the template or simply use a cached version. Internally the GetAssemblyFromFileAndCache() handles this task: /// <summary> /// Internally checks if a cached assembly exists and if it does uses it /// else creates and compiles one. Returns an assembly Id to be /// used with the LoadedAssembly list. /// </summary> /// <param name="relativePath"></param> /// <param name="context"></param> /// <returns></returns> protected virtual CompiledAssemblyItem GetAssemblyFromFileAndCache(string relativePath) { string fileName = Path.Combine(TemplatePath, relativePath).ToLower(); int fileNameHash = fileName.GetHashCode(); if (!File.Exists(fileName)) { this.SetError(Resources.TemplateFileDoesnTExist + fileName); return null; } CompiledAssemblyItem item = null; this.LoadedAssemblies.TryGetValue(fileNameHash, out item); string assemblyId = null; // Check for cached instance if (item != null) { var fileTime = File.GetLastWriteTimeUtc(fileName); if (fileTime <= item.CompileTimeUtc) assemblyId = item.AssemblyId; } else item = new CompiledAssemblyItem(); // No cached instance - create assembly and cache if (assemblyId == null) { string safeClassName = GetSafeClassName(fileName); StreamReader reader = null; try { reader = new StreamReader(fileName, true); } catch (Exception ex) { this.SetError(Resources.ErrorReadingTemplateFile + fileName); return null; } assemblyId = Engine.ParseAndCompileTemplate(this.ReferencedAssemblies.ToArray(), reader); // need to ensure reader is closed if (reader != null) reader.Close(); if (assemblyId == null) { this.SetError(Engine.ErrorMessage); return null; } item.AssemblyId = assemblyId; item.CompileTimeUtc = DateTime.UtcNow; item.FileName = fileName; item.SafeClassName = safeClassName; this.LoadedAssemblies[fileNameHash] = item; } return item; } This code uses a LoadedAssembly dictionary which is comprised of a structure that holds a reference to a compiled assembly, a full filename and file timestamp and an assembly id. LoadedAssemblies (defined on the base class shown earlier) is essentially a cache for compiled assemblies and they are identified by a hash id. In the case of files the hash is a GetHashCode() from the full filename of the template. The template is checked for in the cache and if not found the file stamp is checked. If that’s newer than the cache’s compilation date the template is recompiled otherwise the version in the cache is used. All the core work defers to a RazorEngine<T> instance to ParseAndCompileTemplate(). The three rendering specific methods then are rather simple implementations with just a few lines of code dealing with parameter and return value parsing: /// <summary> /// Renders a template to a TextWriter. Useful to write output into a stream or /// the Response object. Used for partial rendering. /// </summary> /// <param name="relativePath">Relative path to the file in the folder structure</param> /// <param name="context">Optional context object or null</param> /// <param name="writer">The textwriter to write output into</param> /// <returns></returns> public bool RenderTemplate(string relativePath, object context, TextWriter writer) { // Set configuration data that is to be passed to the template (any object) Engine.TemplatePerRequestConfigurationData = new RazorFolderHostTemplateConfiguration() { TemplatePath = Path.Combine(this.TemplatePath, relativePath), TemplateRelativePath = relativePath, }; CompiledAssemblyItem item = GetAssemblyFromFileAndCache(relativePath); if (item == null) { writer.Close(); return false; } try { // String result will be empty as output will be rendered into the // Response object's stream output. However a null result denotes // an error string result = Engine.RenderTemplateFromAssembly(item.AssemblyId, context, writer); if (result == null) { this.SetError(Engine.ErrorMessage); return false; } } catch (Exception ex) { this.SetError(ex.Message); return false; } finally { writer.Close(); } return true; } /// <summary> /// Render a template from a source file on disk to a specified outputfile. /// </summary> /// <param name="relativePath">Relative path off the template root folder. Format: path/filename.cshtml</param> /// <param name="context">Any object that will be available in the template as a dynamic of this.Context</param> /// <param name="outputFile">Optional - output file where output is written to. If not specified the /// RenderingOutputFile property is used instead /// </param> /// <returns>true if rendering succeeds, false on failure - check ErrorMessage</returns> public bool RenderTemplate(string relativePath, object context, string outputFile) { if (outputFile == null) outputFile = RenderingOutputFile; try { using (StreamWriter writer = new StreamWriter(outputFile, false, Engine.Configuration.OutputEncoding, Engine.Configuration.StreamBufferSize)) { return RenderTemplate(relativePath, context, writer); } } catch (Exception ex) { this.SetError(ex.Message); return false; } return true; } /// <summary> /// Renders a template to string. Useful for RenderTemplate /// </summary> /// <param name="relativePath"></param> /// <param name="context"></param> /// <returns></returns> public string RenderTemplateToString(string relativePath, object context) { string result = string.Empty; try { using (StringWriter writer = new StringWriter()) { // String result will be empty as output will be rendered into the // Response object's stream output. However a null result denotes // an error if (!RenderTemplate(relativePath, context, writer)) { this.SetError(Engine.ErrorMessage); return null; } result = writer.ToString(); } } catch (Exception ex) { this.SetError(ex.Message); return null; } return result; } The idea is that you can create custom host container implementations that do exactly what you want fairly easily. Take a look at both the RazorFolderHostContainer and RazorStringHostContainer classes for the basic concepts you can use to create custom implementations. Notice also that you can set the engine’s PerRequestConfigurationData() from the host container: // Set configuration data that is to be passed to the template (any object) Engine.TemplatePerRequestConfigurationData = new RazorFolderHostTemplateConfiguration() { TemplatePath = Path.Combine(this.TemplatePath, relativePath), TemplateRelativePath = relativePath, }; which when set to a non-null value is passed to the Template’s InitializeTemplate() method. This method receives an object parameter which you can cast as needed: public override void InitializeTemplate(object configurationData) { // Pick up configuration data and stuff into Request object RazorFolderHostTemplateConfiguration config = configurationData as RazorFolderHostTemplateConfiguration; this.Request.TemplatePath = config.TemplatePath; this.Request.TemplateRelativePath = config.TemplateRelativePath; } With this data you can then configure any custom properties or objects on your main template class. It’s an easy way to pass data from the HostContainer all the way down into the template. The type you use is of type object so you have to cast it yourself, and it must be serializable since it will likely run in a separate AppDomain. This might seem like an ugly way to pass data around – normally I’d use an event delegate to call back from the engine to the host, but since this is running over AppDomain boundaries events get really tricky and passing a template instance back up into the host over AppDomain boundaries doesn’t work due to serialization issues. So it’s easier to pass the data from the host down into the template using this rather clumsy approach of set and forward. It’s ugly, but it’s something that can be hidden in the host container implementation as I’ve done here. It’s also not something you have to do in every implementation so this is kind of an edge case, but I know I’ll need to pass a bunch of data in some of my applications and this will be the easiest way to do so. Summing Up Hosting the Razor runtime is something I got jazzed up about quite a bit because I have an immediate need for this type of templating/merging/scripting capability in an application I’m working on. I’ve also been using templating in many apps and it’s always been a pain to deal with. The Razor engine makes this whole experience a lot cleaner and more light weight and with these wrappers I can now plug .NET based templating into my code literally with a few lines of code. That’s something to cheer about… I hope some of you will find this useful as well… Resources The examples and code require that you download the Razor runtimes. Projects are for Visual Studio 2010 running on .NET 4.0 Platform Installer 3.0 (install WebMatrix or MVC 3 for Razor Runtimes) Latest Code in Subversion Repository Download Snapshot of the Code Documentation (CHM Help File) © Rick Strahl, West Wind Technologies, 2005-2010Posted in ASP.NET  .NET  

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  • Is there a Telecommunications Reference Architecture?

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

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  • Agile Development

    - by James Oloo Onyango
    Alot of literature has and is being written about agile developement and its surrounding philosophies. In my quest to find the best way to express the importance of agile methodologies, i have found Robert C. Martin's "A Satire Of Two Companies" to be both the most concise and thorough! Enjoy the read! Rufus Inc Project Kick Off Your name is Bob. The date is January 3, 2001, and your head still aches from the recent millennial revelry. You are sitting in a conference room with several managers and a group of your peers. You are a project team leader. Your boss is there, and he has brought along all of his team leaders. His boss called the meeting. "We have a new project to develop," says your boss's boss. Call him BB. The points in his hair are so long that they scrape the ceiling. Your boss's points are just starting to grow, but he eagerly awaits the day when he can leave Brylcream stains on the acoustic tiles. BB describes the essence of the new market they have identified and the product they want to develop to exploit this market. "We must have this new project up and working by fourth quarter October 1," BB demands. "Nothing is of higher priority, so we are cancelling your current project." The reaction in the room is stunned silence. Months of work are simply going to be thrown away. Slowly, a murmur of objection begins to circulate around the conference table.   His points give off an evil green glow as BB meets the eyes of everyone in the room. One by one, that insidious stare reduces each attendee to quivering lumps of protoplasm. It is clear that he will brook no discussion on this matter. Once silence has been restored, BB says, "We need to begin immediately. How long will it take you to do the analysis?" You raise your hand. Your boss tries to stop you, but his spitwad misses you and you are unaware of his efforts.   "Sir, we can't tell you how long the analysis will take until we have some requirements." "The requirements document won't be ready for 3 or 4 weeks," BB says, his points vibrating with frustration. "So, pretend that you have the requirements in front of you now. How long will you require for analysis?" No one breathes. Everyone looks around to see whether anyone has some idea. "If analysis goes beyond April 1, we have a problem. Can you finish the analysis by then?" Your boss visibly gathers his courage: "We'll find a way, sir!" His points grow 3 mm, and your headache increases by two Tylenol. "Good." BB smiles. "Now, how long will it take to do the design?" "Sir," you say. Your boss visibly pales. He is clearly worried that his 3 mms are at risk. "Without an analysis, it will not be possible to tell you how long design will take." BB's expression shifts beyond austere.   "PRETEND you have the analysis already!" he says, while fixing you with his vacant, beady little eyes. "How long will it take you to do the design?" Two Tylenol are not going to cut it. Your boss, in a desperate attempt to save his new growth, babbles: "Well, sir, with only six months left to complete the project, design had better take no longer than 3 months."   "I'm glad you agree, Smithers!" BB says, beaming. Your boss relaxes. He knows his points are secure. After a while, he starts lightly humming the Brylcream jingle. BB continues, "So, analysis will be complete by April 1, design will be complete by July 1, and that gives you 3 months to implement the project. This meeting is an example of how well our new consensus and empowerment policies are working. Now, get out there and start working. I'll expect to see TQM plans and QIT assignments on my desk by next week. Oh, and don't forget that your crossfunctional team meetings and reports will be needed for next month's quality audit." "Forget the Tylenol," you think to yourself as you return to your cubicle. "I need bourbon."   Visibly excited, your boss comes over to you and says, "Gosh, what a great meeting. I think we're really going to do some world shaking with this project." You nod in agreement, too disgusted to do anything else. "Oh," your boss continues, "I almost forgot." He hands you a 30-page document. "Remember that the SEI is coming to do an evaluation next week. This is the evaluation guide. You need to read through it, memorize it, and then shred it. It tells you how to answer any questions that the SEI auditors ask you. It also tells you what parts of the building you are allowed to take them to and what parts to avoid. We are determined to be a CMM level 3 organization by June!"   You and your peers start working on the analysis of the new project. This is difficult because you have no requirements. But from the 10-minute introduction given by BB on that fateful morning, you have some idea of what the product is supposed to do.   Corporate process demands that you begin by creating a use case document. You and your team begin enumerating use cases and drawing oval and stick diagrams. Philosophical debates break out among the team members. There is disagreement as to whether certain use cases should be connected with <<extends>> or <<includes>> relationships. Competing models are created, but nobody knows how to evaluate them. The debate continues, effectively paralyzing progress.   After a week, somebody finds the iceberg.com Web site, which recommends disposing entirely of <<extends>> and <<includes>> and replacing them with <<precedes>> and <<uses>>. The documents on this Web site, authored by Don Sengroiux, describes a method known as stalwart-analysis, which claims to be a step-by-step method for translating use cases into design diagrams. More competing use case models are created using this new scheme, but again, people can't agree on how to evaluate them. The thrashing continues. More and more, the use case meetings are driven by emotion rather than by reason. If it weren't for the fact that you don't have requirements, you'd be pretty upset by the lack of progress you are making. The requirements document arrives on February 15. And then again on February 20, 25, and every week thereafter. Each new version contradicts the previous one. Clearly, the marketing folks who are writing the requirements, empowered though they might be, are not finding consensus.   At the same time, several new competing use case templates have been proposed by the various team members. Each template presents its own particularly creative way of delaying progress. The debates rage on. On March 1, Prudence Putrigence, the process proctor, succeeds in integrating all the competing use case forms and templates into a single, all-encompassing form. Just the blank form is 15 pages long. She has managed to include every field that appeared on all the competing templates. She also presents a 159- page document describing how to fill out the use case form. All current use cases must be rewritten according to the new standard.   You marvel to yourself that it now requires 15 pages of fill-in-the-blank and essay questions to answer the question: What should the system do when the user presses Return? The corporate process (authored by L. E. Ott, famed author of "Holistic Analysis: A Progressive Dialectic for Software Engineers") insists that you discover all primary use cases, 87 percent of all secondary use cases, and 36.274 percent of all tertiary use cases before you can complete analysis and enter the design phase. You have no idea what a tertiary use case is. So in an attempt to meet this requirement, you try to get your use case document reviewed by the marketing department, which you hope will know what a tertiary use case is.   Unfortunately, the marketing folks are too busy with sales support to talk to you. Indeed, since the project started, you have not been able to get a single meeting with marketing, which has provided a never-ending stream of changing and contradictory requirements documents.   While one team has been spinning endlessly on the use case document, another team has been working out the domain model. Endless variations of UML documents are pouring out of this team. Every week, the model is reworked.   The team members can't decide whether to use <<interfaces>> or <<types>> in the model. A huge disagreement has been raging on the proper syntax and application of OCL. Others on the team just got back from a 5-day class on catabolism, and have been producing incredibly detailed and arcane diagrams that nobody else can fathom.   On March 27, with one week to go before analysis is to be complete, you have produced a sea of documents and diagrams but are no closer to a cogent analysis of the problem than you were on January 3. **** And then, a miracle happens.   **** On Saturday, April 1, you check your e-mail from home. You see a memo from your boss to BB. It states unequivocally that you are done with the analysis! You phone your boss and complain. "How could you have told BB that we were done with the analysis?" "Have you looked at a calendar lately?" he responds. "It's April 1!" The irony of that date does not escape you. "But we have so much more to think about. So much more to analyze! We haven't even decided whether to use <<extends>> or <<precedes>>!" "Where is your evidence that you are not done?" inquires your boss, impatiently. "Whaaa . . . ." But he cuts you off. "Analysis can go on forever; it has to be stopped at some point. And since this is the date it was scheduled to stop, it has been stopped. Now, on Monday, I want you to gather up all existing analysis materials and put them into a public folder. Release that folder to Prudence so that she can log it in the CM system by Monday afternoon. Then get busy and start designing."   As you hang up the phone, you begin to consider the benefits of keeping a bottle of bourbon in your bottom desk drawer. They threw a party to celebrate the on-time completion of the analysis phase. BB gave a colon-stirring speech on empowerment. And your boss, another 3 mm taller, congratulated his team on the incredible show of unity and teamwork. Finally, the CIO takes the stage to tell everyone that the SEI audit went very well and to thank everyone for studying and shredding the evaluation guides that were passed out. Level 3 now seems assured and will be awarded by June. (Scuttlebutt has it that managers at the level of BB and above are to receive significant bonuses once the SEI awards level 3.)   As the weeks flow by, you and your team work on the design of the system. Of course, you find that the analysis that the design is supposedly based on is flawedno, useless; no, worse than useless. But when you tell your boss that you need to go back and work some more on the analysis to shore up its weaker sections, he simply states, "The analysis phase is over. The only allowable activity is design. Now get back to it."   So, you and your team hack the design as best you can, unsure of whether the requirements have been properly analyzed. Of course, it really doesn't matter much, since the requirements document is still thrashing with weekly revisions, and the marketing department still refuses to meet with you.     The design is a nightmare. Your boss recently misread a book named The Finish Line in which the author, Mark DeThomaso, blithely suggested that design documents should be taken down to code-level detail. "If we are going to be working at that level of detail," you ask, "why don't we simply write the code instead?" "Because then you wouldn't be designing, of course. And the only allowable activity in the design phase is design!" "Besides," he continues, "we have just purchased a companywide license for Dandelion! This tool enables 'Round the Horn Engineering!' You are to transfer all design diagrams into this tool. It will automatically generate our code for us! It will also keep the design diagrams in sync with the code!" Your boss hands you a brightly colored shrinkwrapped box containing the Dandelion distribution. You accept it numbly and shuffle off to your cubicle. Twelve hours, eight crashes, one disk reformatting, and eight shots of 151 later, you finally have the tool installed on your server. You consider the week your team will lose while attending Dandelion training. Then you smile and think, "Any week I'm not here is a good week." Design diagram after design diagram is created by your team. Dandelion makes it very difficult to draw these diagrams. There are dozens and dozens of deeply nested dialog boxes with funny text fields and check boxes that must all be filled in correctly. And then there's the problem of moving classes between packages. At first, these diagram are driven from the use cases. But the requirements are changing so often that the use cases rapidly become meaningless. Debates rage about whether VISITOR or DECORATOR design patterns should be used. One developer refuses to use VISITOR in any form, claiming that it's not a properly object-oriented construct. Someone refuses to use multiple inheritance, since it is the spawn of the devil. Review meetings rapidly degenerate into debates about the meaning of object orientation, the definition of analysis versus design, or when to use aggregation versus association. Midway through the design cycle, the marketing folks announce that they have rethought the focus of the system. Their new requirements document is completely restructured. They have eliminated several major feature areas and replaced them with feature areas that they anticipate customer surveys will show to be more appropriate. You tell your boss that these changes mean that you need to reanalyze and redesign much of the system. But he says, "The analysis phase is system. But he says, "The analysis phase is over. The only allowable activity is design. Now get back to it."   You suggest that it might be better to create a simple prototype to show to the marketing folks and even some potential customers. But your boss says, "The analysis phase is over. The only allowable activity is design. Now get back to it." Hack, hack, hack, hack. You try to create some kind of a design document that might reflect the new requirements documents. However, the revolution of the requirements has not caused them to stop thrashing. Indeed, if anything, the wild oscillations of the requirements document have only increased in frequency and amplitude.   You slog your way through them.   On June 15, the Dandelion database gets corrupted. Apparently, the corruption has been progressive. Small errors in the DB accumulated over the months into bigger and bigger errors. Eventually, the CASE tool just stopped working. Of course, the slowly encroaching corruption is present on all the backups. Calls to the Dandelion technical support line go unanswered for several days. Finally, you receive a brief e-mail from Dandelion, informing you that this is a known problem and that the solution is to purchase the new version, which they promise will be ready some time next quarter, and then reenter all the diagrams by hand.   ****   Then, on July 1 another miracle happens! You are done with the design!   Rather than go to your boss and complain, you stock your middle desk drawer with some vodka.   **** They threw a party to celebrate the on-time completion of the design phase and their graduation to CMM level 3. This time, you find BB's speech so stirring that you have to use the restroom before it begins. New banners and plaques are all over your workplace. They show pictures of eagles and mountain climbers, and they talk about teamwork and empowerment. They read better after a few scotches. That reminds you that you need to clear out your file cabinet to make room for the brandy. You and your team begin to code. But you rapidly discover that the design is lacking in some significant areas. Actually, it's lacking any significance at all. You convene a design session in one of the conference rooms to try to work through some of the nastier problems. But your boss catches you at it and disbands the meeting, saying, "The design phase is over. The only allowable activity is coding. Now get back to it."   ****   The code generated by Dandelion is really hideous. It turns out that you and your team were using association and aggregation the wrong way, after all. All the generated code has to be edited to correct these flaws. Editing this code is extremely difficult because it has been instrumented with ugly comment blocks that have special syntax that Dandelion needs in order to keep the diagrams in sync with the code. If you accidentally alter one of these comments, the diagrams will be regenerated incorrectly. It turns out that "Round the Horn Engineering" requires an awful lot of effort. The more you try to keep the code compatible with Dandelion, the more errors Dandelion generates. In the end, you give up and decide to keep the diagrams up to date manually. A second later, you decide that there's no point in keeping the diagrams up to date at all. Besides, who has time?   Your boss hires a consultant to build tools to count the number of lines of code that are being produced. He puts a big thermometer graph on the wall with the number 1,000,000 on the top. Every day, he extends the red line to show how many lines have been added. Three days after the thermometer appears on the wall, your boss stops you in the hall. "That graph isn't growing quickly enough. We need to have a million lines done by October 1." "We aren't even sh-sh-sure that the proshect will require a m-million linezh," you blather. "We have to have a million lines done by October 1," your boss reiterates. His points have grown again, and the Grecian formula he uses on them creates an aura of authority and competence. "Are you sure your comment blocks are big enough?" Then, in a flash of managerial insight, he says, "I have it! I want you to institute a new policy among the engineers. No line of code is to be longer than 20 characters. Any such line must be split into two or more preferably more. All existing code needs to be reworked to this standard. That'll get our line count up!"   You decide not to tell him that this will require two unscheduled work months. You decide not to tell him anything at all. You decide that intravenous injections of pure ethanol are the only solution. You make the appropriate arrangements. Hack, hack, hack, and hack. You and your team madly code away. By August 1, your boss, frowning at the thermometer on the wall, institutes a mandatory 50-hour workweek.   Hack, hack, hack, and hack. By September 1st, the thermometer is at 1.2 million lines and your boss asks you to write a report describing why you exceeded the coding budget by 20 percent. He institutes mandatory Saturdays and demands that the project be brought back down to a million lines. You start a campaign of remerging lines. Hack, hack, hack, and hack. Tempers are flaring; people are quitting; QA is raining trouble reports down on you. Customers are demanding installation and user manuals; salespeople are demanding advance demonstrations for special customers; the requirements document is still thrashing, the marketing folks are complaining that the product isn't anything like they specified, and the liquor store won't accept your credit card anymore. Something has to give.    On September 15, BB calls a meeting. As he enters the room, his points are emitting clouds of steam. When he speaks, the bass overtones of his carefully manicured voice cause the pit of your stomach to roll over. "The QA manager has told me that this project has less than 50 percent of the required features implemented. He has also informed me that the system crashes all the time, yields wrong results, and is hideously slow. He has also complained that he cannot keep up with the continuous train of daily releases, each more buggy than the last!" He stops for a few seconds, visibly trying to compose himself. "The QA manager estimates that, at this rate of development, we won't be able to ship the product until December!" Actually, you think it's more like March, but you don't say anything. "December!" BB roars with such derision that people duck their heads as though he were pointing an assault rifle at them. "December is absolutely out of the question. Team leaders, I want new estimates on my desk in the morning. I am hereby mandating 65-hour work weeks until this project is complete. And it better be complete by November 1."   As he leaves the conference room, he is heard to mutter: "Empowermentbah!" * * * Your boss is bald; his points are mounted on BB's wall. The fluorescent lights reflecting off his pate momentarily dazzle you. "Do you have anything to drink?" he asks. Having just finished your last bottle of Boone's Farm, you pull a bottle of Thunderbird from your bookshelf and pour it into his coffee mug. "What's it going to take to get this project done? " he asks. "We need to freeze the requirements, analyze them, design them, and then implement them," you say callously. "By November 1?" your boss exclaims incredulously. "No way! Just get back to coding the damned thing." He storms out, scratching his vacant head.   A few days later, you find that your boss has been transferred to the corporate research division. Turnover has skyrocketed. Customers, informed at the last minute that their orders cannot be fulfilled on time, have begun to cancel their orders. Marketing is re-evaluating whether this product aligns with the overall goals of the company. Memos fly, heads roll, policies change, and things are, overall, pretty grim. Finally, by March, after far too many sixty-five hour weeks, a very shaky version of the software is ready. In the field, bug-discovery rates are high, and the technical support staff are at their wits' end, trying to cope with the complaints and demands of the irate customers. Nobody is happy.   In April, BB decides to buy his way out of the problem by licensing a product produced by Rupert Industries and redistributing it. The customers are mollified, the marketing folks are smug, and you are laid off.     Rupert Industries: Project Alpha   Your name is Robert. The date is January 3, 2001. The quiet hours spent with your family this holiday have left you refreshed and ready for work. You are sitting in a conference room with your team of professionals. The manager of the division called the meeting. "We have some ideas for a new project," says the division manager. Call him Russ. He is a high-strung British chap with more energy than a fusion reactor. He is ambitious and driven but understands the value of a team. Russ describes the essence of the new market opportunity the company has identified and introduces you to Jane, the marketing manager, who is responsible for defining the products that will address it. Addressing you, Jane says, "We'd like to start defining our first product offering as soon as possible. When can you and your team meet with me?" You reply, "We'll be done with the current iteration of our project this Friday. We can spare a few hours for you between now and then. After that, we'll take a few people from the team and dedicate them to you. We'll begin hiring their replacements and the new people for your team immediately." "Great," says Russ, "but I want you to understand that it is critical that we have something to exhibit at the trade show coming up this July. If we can't be there with something significant, we'll lose the opportunity."   "I understand," you reply. "I don't yet know what it is that you have in mind, but I'm sure we can have something by July. I just can't tell you what that something will be right now. In any case, you and Jane are going to have complete control over what we developers do, so you can rest assured that by July, you'll have the most important things that can be accomplished in that time ready to exhibit."   Russ nods in satisfaction. He knows how this works. Your team has always kept him advised and allowed him to steer their development. He has the utmost confidence that your team will work on the most important things first and will produce a high-quality product.   * * *   "So, Robert," says Jane at their first meeting, "How does your team feel about being split up?" "We'll miss working with each other," you answer, "but some of us were getting pretty tired of that last project and are looking forward to a change. So, what are you people cooking up?" Jane beams. "You know how much trouble our customers currently have . . ." And she spends a half hour or so describing the problem and possible solution. "OK, wait a second" you respond. "I need to be clear about this." And so you and Jane talk about how this system might work. Some of her ideas aren't fully formed. You suggest possible solutions. She likes some of them. You continue discussing.   During the discussion, as each new topic is addressed, Jane writes user story cards. Each card represents something that the new system has to do. The cards accumulate on the table and are spread out in front of you. Both you and Jane point at them, pick them up, and make notes on them as you discuss the stories. The cards are powerful mnemonic devices that you can use to represent complex ideas that are barely formed.   At the end of the meeting, you say, "OK, I've got a general idea of what you want. I'm going to talk to the team about it. I imagine they'll want to run some experiments with various database structures and presentation formats. Next time we meet, it'll be as a group, and we'll start identifying the most important features of the system."   A week later, your nascent team meets with Jane. They spread the existing user story cards out on the table and begin to get into some of the details of the system. The meeting is very dynamic. Jane presents the stories in the order of their importance. There is much discussion about each one. The developers are concerned about keeping the stories small enough to estimate and test. So they continually ask Jane to split one story into several smaller stories. Jane is concerned that each story have a clear business value and priority, so as she splits them, she makes sure that this stays true.   The stories accumulate on the table. Jane writes them, but the developers make notes on them as needed. Nobody tries to capture everything that is said; the cards are not meant to capture everything but are simply reminders of the conversation.   As the developers become more comfortable with the stories, they begin writing estimates on them. These estimates are crude and budgetary, but they give Jane an idea of what the story will cost.   At the end of the meeting, it is clear that many more stories could be discussed. It is also clear that the most important stories have been addressed and that they represent several months worth of work. Jane closes the meeting by taking the cards with her and promising to have a proposal for the first release in the morning.   * * *   The next morning, you reconvene the meeting. Jane chooses five cards and places them on the table. "According to your estimates, these cards represent about one perfect team-week's worth of work. The last iteration of the previous project managed to get one perfect team-week done in 3 real weeks. If we can get these five stories done in 3 weeks, we'll be able to demonstrate them to Russ. That will make him feel very comfortable about our progress." Jane is pushing it. The sheepish look on her face lets you know that she knows it too. You reply, "Jane, this is a new team, working on a new project. It's a bit presumptuous to expect that our velocity will be the same as the previous team's. However, I met with the team yesterday afternoon, and we all agreed that our initial velocity should, in fact, be set to one perfectweek for every 3 real-weeks. So you've lucked out on this one." "Just remember," you continue, "that the story estimates and the story velocity are very tentative at this point. We'll learn more when we plan the iteration and even more when we implement it."   Jane looks over her glasses at you as if to say "Who's the boss around here, anyway?" and then smiles and says, "Yeah, don't worry. I know the drill by now."Jane then puts 15 more cards on the table. She says, "If we can get all these cards done by the end of March, we can turn the system over to our beta test customers. And we'll get good feedback from them."   You reply, "OK, so we've got our first iteration defined, and we have the stories for the next three iterations after that. These four iterations will make our first release."   "So," says Jane, can you really do these five stories in the next 3 weeks?" "I don't know for sure, Jane," you reply. "Let's break them down into tasks and see what we get."   So Jane, you, and your team spend the next several hours taking each of the five stories that Jane chose for the first iteration and breaking them down into small tasks. The developers quickly realize that some of the tasks can be shared between stories and that other tasks have commonalities that can probably be taken advantage of. It is clear that potential designs are popping into the developers' heads. From time to time, they form little discussion knots and scribble UML diagrams on some cards.   Soon, the whiteboard is filled with the tasks that, once completed, will implement the five stories for this iteration. You start the sign-up process by saying, "OK, let's sign up for these tasks." "I'll take the initial database generation." Says Pete. "That's what I did on the last project, and this doesn't look very different. I estimate it at two of my perfect workdays." "OK, well, then, I'll take the login screen," says Joe. "Aw, darn," says Elaine, the junior member of the team, "I've never done a GUI, and kinda wanted to try that one."   "Ah, the impatience of youth," Joe says sagely, with a wink in your direction. "You can assist me with it, young Jedi." To Jane: "I think it'll take me about three of my perfect workdays."   One by one, the developers sign up for tasks and estimate them in terms of their own perfect workdays. Both you and Jane know that it is best to let the developers volunteer for tasks than to assign the tasks to them. You also know full well that you daren't challenge any of the developers' estimates. You know these people, and you trust them. You know that they are going to do the very best they can.   The developers know that they can't sign up for more perfect workdays than they finished in the last iteration they worked on. Once each developer has filled his or her schedule for the iteration, they stop signing up for tasks.   Eventually, all the developers have stopped signing up for tasks. But, of course, tasks are still left on the board.   "I was worried that that might happen," you say, "OK, there's only one thing to do, Jane. We've got too much to do in this iteration. What stories or tasks can we remove?" Jane sighs. She knows that this is the only option. Working overtime at the beginning of a project is insane, and projects where she's tried it have not fared well.   So Jane starts to remove the least-important functionality. "Well, we really don't need the login screen just yet. We can simply start the system in the logged-in state." "Rats!" cries Elaine. "I really wanted to do that." "Patience, grasshopper." says Joe. "Those who wait for the bees to leave the hive will not have lips too swollen to relish the honey." Elaine looks confused. Everyone looks confused. "So . . .," Jane continues, "I think we can also do away with . . ." And so, bit by bit, the list of tasks shrinks. Developers who lose a task sign up for one of the remaining ones.   The negotiation is not painless. Several times, Jane exhibits obvious frustration and impatience. Once, when tensions are especially high, Elaine volunteers, "I'll work extra hard to make up some of the missing time." You are about to correct her when, fortunately, Joe looks her in the eye and says, "When once you proceed down the dark path, forever will it dominate your destiny."   In the end, an iteration acceptable to Jane is reached. It's not what Jane wanted. Indeed, it is significantly less. But it's something the team feels that can be achieved in the next 3 weeks.   And, after all, it still addresses the most important things that Jane wanted in the iteration. "So, Jane," you say when things had quieted down a bit, "when can we expect acceptance tests from you?" Jane sighs. This is the other side of the coin. For every story the development team implements,   Jane must supply a suite of acceptance tests that prove that it works. And the team needs these long before the end of the iteration, since they will certainly point out differences in the way Jane and the developers imagine the system's behaviour.   "I'll get you some example test scripts today," Jane promises. "I'll add to them every day after that. You'll have the entire suite by the middle of the iteration."   * * *   The iteration begins on Monday morning with a flurry of Class, Responsibilities, Collaborators sessions. By midmorning, all the developers have assembled into pairs and are rapidly coding away. "And now, my young apprentice," Joe says to Elaine, "you shall learn the mysteries of test-first design!"   "Wow, that sounds pretty rad," Elaine replies. "How do you do it?" Joe beams. It's clear that he has been anticipating this moment. "OK, what does the code do right now?" "Huh?" replied Elaine, "It doesn't do anything at all; there is no code."   "So, consider our task; can you think of something the code should do?" "Sure," Elaine said with youthful assurance, "First, it should connect to the database." "And thereupon, what must needs be required to connecteth the database?" "You sure talk weird," laughed Elaine. "I think we'd have to get the database object from some registry and call the Connect() method. "Ah, astute young wizard. Thou perceives correctly that we requireth an object within which we can cacheth the database object." "Is 'cacheth' really a word?" "It is when I say it! So, what test can we write that we know the database registry should pass?" Elaine sighs. She knows she'll just have to play along. "We should be able to create a database object and pass it to the registry in a Store() method. And then we should be able to pull it out of the registry with a Get() method and make sure it's the same object." "Oh, well said, my prepubescent sprite!" "Hay!" "So, now, let's write a test function that proves your case." "But shouldn't we write the database object and registry object first?" "Ah, you've much to learn, my young impatient one. Just write the test first." "But it won't even compile!" "Are you sure? What if it did?" "Uh . . ." "Just write the test, Elaine. Trust me." And so Joe, Elaine, and all the other developers began to code their tasks, one test case at a time. The room in which they worked was abuzz with the conversations between the pairs. The murmur was punctuated by an occasional high five when a pair managed to finish a task or a difficult test case.   As development proceeded, the developers changed partners once or twice a day. Each developer got to see what all the others were doing, and so knowledge of the code spread generally throughout the team.   Whenever a pair finished something significant whether a whole task or simply an important part of a task they integrated what they had with the rest of the system. Thus, the code base grew daily, and integration difficulties were minimized.   The developers communicated with Jane on a daily basis. They'd go to her whenever they had a question about the functionality of the system or the interpretation of an acceptance test case.   Jane, good as her word, supplied the team with a steady stream of acceptance test scripts. The team read these carefully and thereby gained a much better understanding of what Jane expected the system to do. By the beginning of the second week, there was enough functionality to demonstrate to Jane. She watched eagerly as the demonstration passed test case after test case. "This is really cool," Jane said as the demonstration finally ended. "But this doesn't seem like one-third of the tasks. Is your velocity slower than anticipated?"   You grimace. You'd been waiting for a good time to mention this to Jane but now she was forcing the issue. "Yes, unfortunately, we are going more slowly than we had expected. The new application server we are using is turning out to be a pain to configure. Also, it takes forever to reboot, and we have to reboot it whenever we make even the slightest change to its configuration."   Jane eyes you with suspicion. The stress of last Monday's negotiations had still not entirely dissipated. She says, "And what does this mean to our schedule? We can't slip it again, we just can't. Russ will have a fit! He'll haul us all into the woodshed and ream us some new ones."   You look Jane right in the eyes. There's no pleasant way to give someone news like this. So you just blurt out, "Look, if things keep going like they're going, we're not going to be done with everything by next Friday. Now it's possible that we'll figure out a way to go faster. But, frankly, I wouldn't depend on that. You should start thinking about one or two tasks that could be removed from the iteration without ruining the demonstration for Russ. Come hell or high water, we are going to give that demonstration on Friday, and I don't think you want us to choose which tasks to omit."   "Aw forchrisakes!" Jane barely manages to stifle yelling that last word as she stalks away, shaking her head. Not for the first time, you say to yourself, "Nobody ever promised me project management would be easy." You are pretty sure it won't be the last time, either.   Actually, things went a bit better than you had hoped. The team did, in fact, have to drop one task from the iteration, but Jane had chosen wisely, and the demonstration for Russ went without a hitch. Russ was not impressed with the progress, but neither was he dismayed. He simply said, "This is pretty good. But remember, we have to be able to demonstrate this system at the trade show in July, and at this rate, it doesn't look like you'll have all that much to show." Jane, whose attitude had improved dramatically with the completion of the iteration, responded to Russ by saying, "Russ, this team is working hard, and well. When July comes around, I am confident that we'll have something significant to demonstrate. It won't be everything, and some of it may be smoke and mirrors, but we'll have something."   Painful though the last iteration was, it had calibrated your velocity numbers. The next iteration went much better. Not because your team got more done than in the last iteration but simply because the team didn't have to remove any tasks or stories in the middle of the iteration.   By the start of the fourth iteration, a natural rhythm has been established. Jane, you, and the team know exactly what to expect from one another. The team is running hard, but the pace is sustainable. You are confident that the team can keep up this pace for a year or more.   The number of surprises in the schedule diminishes to near zero; however, the number of surprises in the requirements does not. Jane and Russ frequently look over the growing system and make recommendations or changes to the existing functionality. But all parties realize that these changes take time and must be scheduled. So the changes do not cause anyone's expectations to be violated. In March, there is a major demonstration of the system to the board of directors. The system is very limited and is not yet in a form good enough to take to the trade show, but progress is steady, and the board is reasonably impressed.   The second release goes even more smoothly than the first. By now, the team has figured out a way to automate Jane's acceptance test scripts. The team has also refactored the design of the system to the point that it is really easy to add new features and change old ones. The second release was done by the end of June and was taken to the trade show. It had less in it than Jane and Russ would have liked, but it did demonstrate the most important features of the system. Although customers at the trade show noticed that certain features were missing, they were very impressed overall. You, Russ, and Jane all returned from the trade show with smiles on your faces. You all felt as though this project was a winner.   Indeed, many months later, you are contacted by Rufus Inc. That company had been working on a system like this for its internal operations. Rufus has canceled the development of that system after a death-march project and is negotiating to license your technology for its environment.   Indeed, things are looking up!

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