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• HPCM 11.1.2.2.x - How to find data in an HPCM Standard Costing database

  - by Jane Story

  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} When working with a Hyperion Profitability and Cost Management (HPCM) Standard Costing application, there can often be a requirement to check data or allocated results using reporting tools e.g Smartview. To do this, you are retrieving data directly from the Essbase databases related to your HPCM model. For information, running reports is covered in Chapter 9 of the HPCM User documentation. The aim of this blog is to provide a quick guide to finding this data for reporting in the HPCM generated Essbase database in v11.1.2.2.x of HPCM. In order to retrieve data from an HPCM generated Essbase database, it is important to understand each of the following dimensions in the Essbase database and where data is located within them: Measures dimension – identifies Measures AllocationType dimension – identifies Direct Allocation Data or Genealogy Allocation data Point Of View (POV) dimensions – there must be at least one, maximum of four. Business dimensions: Stage Business dimensions – these will be identified by the Stage prefix. Intra-Stage dimension – these will be identified by the _Intra suffix. Essbase outlines and reporting is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s02.html For additional details on reporting measures, please review this section of the documentation:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/apas03.html Reporting requirements in HPCM quite often start with identifying non balanced items in the Stage Balancing report. The following documentation link provides help with identifying some of the items within the Stage Balancing report:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/generatestagebalancing.html The following are some types of data upon which you may want to report: Stage Data: Direct Input Assigned Input Data Assigned Output Data Idle Cost/Revenue Unassigned Cost/Revenue Over Driven Cost/Revenue Direct Allocation Data Genealogy Allocation Data Stage Data Stage Data consists of: Direct Input i.e. input data, the starting point of your allocation e.g. in Stage 1 Assigned Input Data i.e. the cost/revenue received from a prior stage (i.e. stage 2 and higher). Assigned Output Data i.e. for each stage, the data that will be assigned forward is assigned post stage data. Reporting on this data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s03.html Dimension Selection Measures Direct Input: CostInput RevenueInput Assigned Input (from previous stages): CostReceivedPriorStage RevenueReceivedPriorStage Assigned Output (to subsequent stages): CostAssignedPostStage RevenueAssignedPostStage AllocationType DirectAllocation POV One member from each POV dimension Stage Business Dimensions Any members for the stage business dimensions for the stage you wish to see the Stage data for. All other Dimensions NoMember Idle/Unassigned/OverDriven To view Idle, Unassigned or Overdriven Costs/Revenue, first select which stage for which you want to view this data. If multiple Stages have unassigned/idle, resolve the earliest first and re-run the calculation as differences in early stages will create unassigned/idle in later stages. Dimension Selection Measures Idle: IdleCost IdleRevenue Unassigned: UnAssignedCost UnAssignedRevenue Overdriven: OverDrivenCost OverDrivenRevenue AllocationType DirectAllocation POV One member from each POV dimension Dimensions in the Stage with Unassigned/ Idle/OverDriven Cost All the Stage Business dimensions in the Stage with Unassigned/Idle/Overdriven. Zoom in on each dimension to find the individual members to find which members have Unassigned/Idle/OverDriven data. All other Dimensions NoMember Direct Allocation Data Direct allocation data shows the data received by a destination intersection from a source intersection where a direct assignment(s) exists. Reporting on direct allocation data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s04.html You would select the following to report direct allocation data Dimension Selection Measures CostReceivedPriorStage AllocationType DirectAllocation POV One member from each POV dimension Stage Business Dimensions Any members for the SOURCE stage business dimensions and the DESTINATION stage business dimensions for the direct allocations for the stage you wish to report on. All other Dimensions NoMember Genealogy Allocation Data Genealogy allocation data shows the indirect data relationships between stages. Genealogy calculations run in the HPCM Reporting database only. Reporting on genealogy data is explained in the documentation here:http://docs.oracle.com/cd/E17236_01/epm.1112/hpm_user/ch09s05.html Dimension Selection Measures CostReceivedPriorStage AllocationType GenealogyAllocation (IndirectAllocation in 11.1.2.1 and prior versions) POV One member from each POV dimension Stage Business Dimensions Any stage business dimension members from the STARTING stage in Genealogy Any stage business dimension members from the INTERMEDIATE stage(s) in Genealogy Any stage business dimension members from the ENDING stage in Genealogy All other Dimensions NoMember Notes If you still don’t see data after checking the above, please check the following Check the calculation has been run. Here are couple of indicators that might help them with that. Note the size of essbase cube before and after calculations ensure that a calculation was run against the database you are examing. Export the essbase data to a text file to confirm that some data exists. Examine the date and time on task area to see when, if any, calculations were run and what choices were used (e.g. Genealogy choices) If data does not exist in places where they are expecting, it could be that No calculations/genealogy were run No calculations were successfully run The model/data at feeder location were either absent or incompatible, resulting in no allocation e.g no driver data. Smartview Invocation from HPCM From version 11.1.2.2.350 of HPCM (this version will be GA shortly), it is possible to directly invoke Smartview from HPCM. There is guided navigation before the Smartview invocation and it is then possible to see the selected value(s) in SmartView. Click to Download HPCM 11.1.2.2.x - How to find data in an HPCM Standard Costing database (Right click or option-click the link and choose "Save As..." to download this pdf file)

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• BizTalk Envelopes explained

  - by Robert Kokuti

  Recently I've been trying to get some order into an ESB-BizTalk pub/sub scenario, and decided to wrap the payload into standardized envelopes. I have used envelopes before in a 'light weight' fashion, and I found that they can be quite useful and powerful if used systematically. Here is what I learned. The Theory In my experience, Envelopes are often underutilised in a BizTalk solution, and quite often their full potential is not well understood. Here I try to simplify the theory behind the Envelopes within BizTalk.   Envelopes can be used to attach additional data to the ‘real’ data (payload). This additional data can contain all routing and processing information, and allows treating the business data as a ‘black box’, possibly compressed and/or encrypted etc. The point here is that the infrastructure does not need to know anything about the business data content, just as a post man does not need to know the letter within the envelope. BizTalk has built-in support for envelopes through the XMLDisassembler and XMLAssembler pipeline components (these are part of the XMLReceive and XMLSend default pipelines). These components, among other things, perform the following: XMLDisassembler Extracts the payload from the envelope into the Message Body Copies data from the envelope into the message context, as specified by the property schema(s) associated by the envelope schema. Typically, once the envelope is through the XMLDisassembler, the payload is submitted into the Messagebox, and the rest of the envelope data are copied into the context of the submitted message. The XMLDisassembler uses the Property Schemas, referenced by the Envelope Schema, to determine the name of the promoted Message Context element.   XMLAssembler Wraps the Message Body inside the specified envelope schema Populates the envelope values from the message context, as specified by the property schema(s) associated by the envelope schema. Notice that there are no requirements to use the receiving envelope schema when sending. The sent message can be wrapped within any suitable envelope, regardless whether the message was originally received within an envelope or not. However, by sharing Property Schemas between Envelopes, it is possible to pass values from the incoming envelope to the outgoing envelope via the Message Context. The Practice Creating the Envelope Add a new Schema to the BizTalk project:   Envelopes are defined as schemas, with the <Schema> Envelope property set to Yes, and the root node’s Body XPath property pointing to the node which contains the payload. Typically, you’d create an envelope structure similar to this: Click on the <Schema> node and set the Envelope property to Yes. Then, click on the Envelope node, and set the Body XPath property pointing to the ‘Body’ node:   The ‘Body’ node is a Child Element, and its Data Structure Type is set to xs:anyType.  This allows the Body node to carry any payload data. The XMLReceive pipeline will submit the data found in the Body node, while the XMLSend pipeline will copy the message into the Body node, before sending to the destination. Promoting Properties Once you defined the envelope, you may want to promote the envelope data (anything other than the Body) as Property Fields, in order to preserve their value in the message context. Anything not promoted will be lost when the XMLDisassembler extracts the payload from the Body. Typically, this means you promote everything in the Header node. Property promotion uses associated Property Schemas. These are special BizTalk schemas which have a flat field structure. Property Schemas define the name of the promoted values in the Message Context, by combining the Property Schema’s Namespace and the individual Field names. It is worth being systematic when it comes to naming your schemas, their namespace and type name. A coherent method will make your life easier when it comes to referencing the schemas during development, and managing subscriptions (filters) in BizTalk Administration. I developed a fairly coherent naming convention which I’ll probably share in another article. Because the property schema must be flat, I recommend creating one for each level in the envelope header hierarchy. Property schemas are very useful in passing data between incoming as outgoing envelopes. As I mentioned earlier, in/out envelopes do not have to be the same, but you can use the same property schema when you promote the outgoing envelope fields as you used for the incoming schema.  As you can reference many property schemas for field promotion, you can pick data from a variety of sources when you define your outgoing envelope. For example, the outgoing envelope can carry some of the incoming envelope’s promoted values, plus some values from the standard BizTalk message context, like the AdapterReceiveCompleteTime property from the BizTalk message-tracking properties. The values you promote for the outgoing envelope will be automatically populated from the Message Context by the XMLAssembler pipeline component. Using the Envelope Receiving Enveloped messages are automatically recognized by the XMLReceive pipeline, or any other custom pipeline which includes the XMLDisassembler component. The Body Path node will become the Message Body, while the rest of the envelope values will be added to the Message context, as defined by the Property Shemas referenced by the Envelope Schema. Sending The Send Port’s filter expression can use the promoted properties from the incoming envelope. If you want to enclose the sent message within an envelope, the Send Port XMLAssembler component must be configured with the fully qualified envelope name:   One way of obtaining the fully qualified envelope name is copy it off from the envelope schema property page: The full envelope schema name is constructed as <Name>, <Assembly> The outgoing envelope is populated by the XMLAssembler pipeline component. The Message Body is copied to the specified envelope’s Body Path node, while the rest of the envelope fields are populated from the Message Context, according to the Property Schemas associated with the Envelope Schema. That’s all for now, happy enveloping!

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• Maintaining packages with code - Adding a property expression programmatically

  Every now and then I've come across scenarios where I need to update a lot of packages all in the same way. The usual scenario revolves around a group of packages all having been built off the same package template, and something needs to updated to keep up with new requirements, a new logging standard for example.You'd probably start by updating your template package, but then you need to address all your existing packages. Often this can run into the hundreds of packages and clearly that's not a job anyone wants to do by hand. I normally solve the problem by writing a simple console application that looks for files and patches any package it finds, and it is an example of this I'd thought I'd tidy up a bit and publish here. This sample will look at the package and find any top level Execute SQL Tasks, and change the SQL Statement property to use an expression. It is very simplistic working on top level tasks only, so nothing inside a Sequence Container or Loop will be checked but obviously the code could be extended for this if required. The code that actually sets the expression is shown below, the rest is just wrapper code to find the package and to find the task. /// <summary> /// The CreationName of the Tasks to target, e.g. Execute SQL Task /// </summary> private const string TargetTaskCreationName = "Microsoft.SqlServer.Dts.Tasks.ExecuteSQLTask.ExecuteSQLTask, Microsoft.SqlServer.SQLTask, Version=9.0.242.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91"; /// <summary> /// The name of the task property to target. /// </summary> private const string TargetPropertyName = "SqlStatementSource"; /// <summary> /// The property expression to set. /// </summary> private const string ExpressionToSet = "@[User::SQLQueryVariable]"; .... // Check if the task matches our target task type if (taskHost.CreationName == TargetTaskCreationName) { // Check for the target property if (taskHost.Properties.Contains(TargetPropertyName)) { // Get the property, check for an expression and set expression if not found DtsProperty property = taskHost.Properties[TargetPropertyName]; if (string.IsNullOrEmpty(property.GetExpression(taskHost))) { property.SetExpression(taskHost, ExpressionToSet); changeCount++; } } } This is a console application, so to specify which packages you want to target you have three options: Find all packages in the current folder, the default behaviour if no arguments are specified TaskExpressionPatcher.exe .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Find all packages in a specified folder, pass the folder as the argument TaskExpressionPatcher.exe C:\Projects\Alpha\Packages\ .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Find a specific package, pass the file path as the argument TaskExpressionPatcher.exe C:\Projects\Alpha\Packages\Package.dtsx The code was written against SQL Server 2005, but just change the reference to Microsoft.SQLServer.ManagedDTS to be the SQL Server 2008 version and it will work fine. If you get an error Microsoft.SqlServer.Dts.Runtime.DtsRuntimeException: The package failed to load due to error 0xC0011008… then check that the package is from the correct version of SSIS compared to the referenced assemblies, 2005 vs 2008 in other words. Download Sample Project TaskExpressionPatcher.zip (6 KB)

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• Lessons learned from Word 2007 automation with c# 2008

  - by robertphyatt

  My organization has an ongoing project to take documents produced for internal regulations and such, change some of the formatting and then export it as PDF. Our requirements were that only one person would be doing this, but it has been painfully tedious and sometimes error-prone to do by hand. Enter the fearless developer to automate the situation! Since I am one of those guys that just plain does not like VB, I wanted to do the automation in the ever-so-much-more-familiar C#. While Microsoft had made a dll that makes such a task easier, documentation on MSDN is pretty lame and most of the forumns and posts on the internet had little to do with my task. So, I feel like I can give back to the community and make a post here of the things I have learned so far. I hope this is helpful to whoever stumbles upon it. Steps to do this: 1) First of all, make some sort of a project and use some sort of a means to get the filename of the word document you are trying to open. I got the filename the user wanted with an openFileDialog tied to a button that I labeled 'Browse':        private void btnBrowse_Click(object sender, EventArgs e)        {            try            {                DialogResult myResult = openFileDialog1.ShowDialog();                if (myResult.Equals(DialogResult.OK))                {                    if (openFileDialog1.SafeFileName.EndsWith(".doc"))                    {                        txtFileName.Text = openFileDialog1.SafeFileName;                        paramSourceDocPath = openFileDialog1.FileName;                        paramExportFilePath = openFileDialog1.FileName.Replace(".doc", ".pdf");                    }                    else                    {                        txtFileName.Text = "only something that end with .doc, please";                    }                }            }            catch (Exception err)            {                lblError.Text = err.Message;            }        }   2) Add in "using Microsoft.Office.Interop.Word;" after setting your project to reference Microsoft.Office.Core and Microsoft.Office.Interop.Word so that you don't have to add "Microsoft.Office.Interop.Word" to the front of everything. 3) Now you are ready to play. You will need to have a copy of word open and a copy of your word document that you want to modify open to be able to make the changes that are needed. The word interop dll likes using ref on all the parameters passed in, and likes to have them as objects. If you don't want to specify the parameter, you have to give it a "Type.Missing". I suggest creating some objects that you reuse all over the place to maintain sanity. object paramMissing = Type.Missing; ApplicationClass wordApplication = new ApplicationClass(); Document wordDocument = wordApplication.Documents.Open(                ref paramSourceDocPath, ref paramMissing, ref paramMissing,                ref paramMissing, ref paramMissing, ref paramMissing,                ref paramMissing, ref paramMissing, ref paramMissing,                ref paramMissing, ref paramMissing, ref paramMissing,                ref paramMissing, ref paramMissing, ref paramMissing,                ref paramMissing); 4) There are many ways to modify the text of the inside of the word document. One of the ways that was most effective for me was to break it down by paragraph and then do things on each paragraph by what style the particular paragraph had.            foreach (Paragraph thisParagraph in wordDocument.Content.Paragraphs)            {                string strStyleName = ((Style)thisParagraph.get_Style()).NameLocal;                string strText = thisParagraph.Range.Text;                //Do whatever you need to do            } 5) Sometimes you want to insert a new line character somewhere in the text or insert text into the document, etc.  There are a few ways you can do this: you can either modify the text of a paragraph by doing something like this ('\r' makes a new paragraph, '\v' will make a newline without making a new paragraph. If you remove a '\r' from the text, it will eliminate the paragraph you removed it from): thisParagraph.Range.Text = "A\vNew Paragraph!\r" + thisParagraph.Range.Text; OR you could select where you want to insert it and have it act like you were typing in Word like any normal user (note: if you do not collapse the range first, you will overwrite the thing you got the range from) object oCollapseDirectionEnd = WdCollapseDirection.wdCollapseEnd; object oCollapseDirectionStart = WdCollapseDirection.wdCollapseStart; Range rangeInsertAtBeginning = thisParagraph.Range; Range rangeInsertAtEnd = thisParagraph.Range; rangeInsertAtBeginning.Collapse(ref oCollapseDirectionStart); rangeInsertAtEnd.Collapse(ref oCollapseDirectionEnd); rangeInsertAtBeginning.Select(); wordApplication.Selection.TypeText("Blah Blah Blah"); rangeInsertAtEnd.Select(); wordApplication.Selection.TypeParagraph(); 6) If you want to make text columns, like a newspaper or newsletter, you have to modify the page layout of the document or a section of the document to make it happen. In my case, I only wanted a particular section to have that, and I wanted to have a black line before and after the newspaper-like text columns. First you need to do a section break on either side of what you wanted, then you take the section and modify the page layout. Then you can modify the borders of the section (or another object in the word document). I also show here how to modify the alignment of a paragraph.            object oSectionBreak = WdBreakType.wdSectionBreakContinuous;            //These ranges were set while I was going through the paragraphs of my document, like I was showing earlier            rangeHeaderStart.InsertBreak(ref oSectionBreak);            rangeHeaderEnd.InsertBreak(ref oSectionBreak);            //change the alignment to justify            object oRangeHeaderStart = rangeStartJustifiedAlignment.Start;            object oRangeHeaderEnd = rangeHeaderEnd.End;            Range rangeHeader = wordDocument.Range(ref oRangeHeaderStart, ref oRangeHeaderEnd);            rangeHeader.Paragraphs.Alignment = WdParagraphAlignment.wdAlignParagraphJustify;            //find the section break and make it into triple text columns            foreach (Section mySection in wordDocument.Sections)            {                if (mySection.Range.Start == rangeHeaderStart.Start)                {                    mySection.PageSetup.TextColumns.Add(ref paramMissing, ref paramMissing, ref paramMissing);                    mySection.PageSetup.TextColumns.Add(ref paramMissing, ref paramMissing, ref paramMissing);                    //I didn't like the default spacing and column widths. This is how I adjusted them.                    foreach (TextColumn txtc in mySection.PageSetup.TextColumns)                    {                        try                        {                            txtc.SpaceAfter = 151.6f;                            txtc.Width = 7;                        }                        catch (Exception)                        {                            txtc.Width = 151.6f;                        }                    }                }            } That is all  I have time for today! I hope this was helpful to someone!

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• BIP and Mapviewer Mash Up I

  - by Tim Dexter

  I was out in Yellowstone last week soaking up various wildlife and a bit too much rain ... good to be back until the 95F heat yesterday. Taking a little break from the Excel templates; the dev folks are planing an Excel patch in the next week or so that will add a mass of new functionality. At the risk of completely mis leading you I'm going to hang back a while. What I have written so far holds true and will continue to do so. This week, I have been mostly eating 'mapviewer' ... answers on a post card please, TV show and character. I had a request to show how BIP can call mapviewer and render a dynamic map in an output. So I hit the books and colleagues for some answers. Mapviewer is Oracle's geographic information system, hereby known as GIS. I use it a lot in our BIEE demos where the interaction with the maps is very impressive. Need a map of California and its congressional districts? I have contacts; Jerry and David with their little black box of maps. Once in my possession I can build highly interactive, clickable maps that allow the user to drill into more information using a very friendly interface driving BIEE content and navigation. But what about maps in BIP output? Bryan Wise, who has written some articles on this blog did some work a while back with the PL/SQL API interface. The extract for the report called a function that in turn called the mapviewer server, passing a set of mapping requirements, it then returned a URL to a cached copy of that map. Easy to then have BIP render that image. Thats still very doable. You need to install a couple of packages and then load the mapviewer java APIs into the database. Then you can write your function to the APIs. A little involved? Maybe, but the database is doing all the heavy lifting for you. I thought I would investigate another method for getting the maps back into BIP. There is a URL interface you can call, this involves building an XML message to be passed to the mapviewer server. It's pretty straightforward to use on the mapviewer side. On the BIP side things are little more tricksy. After some unexpected messing about I finally got the ubiquitous Hello World map to render using the URL method. Not the most exciting map in the world, lots of ocean and a rather long URL to get it to render. http://127.0.0.1:9704/mapviewer/omserver?xml_request=%3Cmap_request%20title=%22Hello%20World%22%20datasource=%22cagis%22%20format=%22GIF_STREAM%22/%3E Notice all of the encoding in the URL string to handle the spaces, quotes, etc. All necessary to get BIP to make the call to the mapviewer server correctly without truncating the URL if it hits a real space rather than a %20. With that in mind constructing the URL was pretty simple. I'm not going to get into the content of the URL too much, for that you need to bone up on the mapviewer XML API. Check out the home page here and the documentation here. To make the template portable I used the standard CURRENT_SERVER_URL parameter from the BIP server and declared that in my template. <?param@begin:CURRENT_SERVER_URL;'myserver'?> Ignore the 'myserver', that was just a dummy value for testing at runtime it will resolve to: 'http://yourserver:port/xmlpserver' Not quite what we need as mapviewer has its own server path, in my case I needed 'mapviewer/omserver?xml_request=' as the fixed path to the mapviewer request URL. A little concatenation and substringing later I came up with <?param@begin:mURL;concat(substring($CURRENT_SERVER_URL,1,22),'mapviewer/omserver?xml_request=')?> Thats the basic URL that I can then build on. To get the Hello World map I need to add the following: <map_request title="Hello World" datasource="cagis" format="GIF_STREAM"/> Those angle brackets were the source of my headache, BIPs XSLT engine was attempting to process them rather than just pass them. Hok Min to the rescue ... again. I owe him lunch when I get out to HQ again! To solve the problem, I needed to escape all the characters and white space and then use native XSL to assign the string to a parameter. <xsl:param xdofo:ctx="begin"name="pXML">%3Cmap_request%20title=%22Hello%20World%22 %20datasource=%22cagis%22%20format=%22GIF_STREAM%22/%3E</xsl:param> I did not need to assign it to a parameter but I felt that if I were going to do anything more serious than Hello World like plotting points of interest on the map. I would need to dynamically build the URL, so using a set of parameters or variables that I then concatenated would be easier. Now I had the initial server string and the request all I then did was combine the two using a concat: concat($mURL,$pXML) Embedding that into an image tag: <fo:external-graphic src="url({concat($mURL,$pXML)})"/> and I was done. Notice the curly braces to get the concat evaluated prior to the image call. As you will see next time, building the XML message to go onto the URL can get quite complex but I have used it with some data. Ultimately, it would be easier to build an extension to BIP to handle the data to be plotted, it would then build the XML message, call mapviewer and return a URL to the map image for BIP to render. More on that next time ...

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• Downloading stuff from Oracle: an example

  - by user12587121

  Introduction Oracle has a lot of software on offer.  Components of the stack can evolve at different rates and different versions of the components may be in use at any given time.  All this means that even the process of downloading the bits you need can be somewhat daunting.  Here, by way of example, and hopefully to convince you that there is method in the downloading madness,  we describe how to go about downloading the bits for Oracle Identity Manager  (OIM) 11.1.1.5.Firstly, a couple of preliminary points: Folks with Oracle products already installed and looking for bug fixes, patch bundles or patch sets would go directly to the Oracle support website. This Oracle document is a comprehensive description of the Oracle FMW download process and the licensing that applies to downloaded software.   Downloading Oracle Identity Manager 11.1.1.5     To be sure we download the right versions, first locate the Certification Matrix for OIM 11.1.1.5: first go to the Fusion Certification Page then go to the “System Requirements and Supported Platforms for Oracle Identity and Access Management 11gR1” link. Let’s assume you have a 64 bit Linux Machine and an Oracle database already.  Then our  goal is to end up with a list of files like the following: jdk-6u29-linux-x64.bin                    (Java JDK)V26017-01.zip                             (the Repository Creation Utility to create the DB schemas)wls1035_generic.jar                       (the Weblogic Application Server)ofm_iam_generic_11.1.1.5.0_disk1_1of1.zip (the Identity Managament bits)ofm_soa_generic_11.1.1.5.0_disk1_1of2.zip (the SOA bits)ofm_soa_generic_11.1.1.5.0_disk1_2of2.zip jdevstudio11115install.exe                (optional: JDeveloper IDE)soa-jdev-extension.zip                    (optional: SOA extensions for JDeveloper) Downloading the bits 1.    Download the Java JDK, 64 bit version 1.6.0_24+.2.    Download the RCU: here you will see that the RCU is mentioned on the Identity Management home page but no link is provided.  Do not panic.  Due to the amount and turnover of software available only the latest versions are available for download from the main Oracle site.  Over time software gets moved on to the Oracle edelivery site and it is here that we find the RCU version we require: a.    Go to edelivery: https://edelivery.oracle.com b.    Choose Pack ‘ Oracle Fusion Middleware’ and ‘Linux x86-64’ c.    Click on ‘Oracle Fusion Middleware 11g Media Pack for Linux x86-64’ d.    Download: ‘Oracle Fusion Middleware Repository Creation Utility 11g (11.1.1.5.0) for Linux x86’ (V26017.zip) 3.    Download the Weblogic Application Server: WLS 10.3.54.    Download the Oracle Identity Manager bits: one point to clarify here is that currently  the Identity Management bits come in two trains, essentially one for the Directory Services piece and the other for the Access Management and Identity Management parts.  We need to be careful not to confuse the two, in particular to be clear which of the trains is being referred to by  the documentation: a.   So, with this in mind, go to ‘ Oracle Identity and Access Management (11.1.1.5.0)’ and download Disk1. 5.    Download the SOA bits: a.    Go to the edelivery area as for the RCU and download: i.    Oracle SOA Suite 11g Patch Set 4 (11.1.1.5.0) (Part 1 of 2) ii.    Oracle SOA Suite 11g Patch Set 4 (11.1.1.5.0) (Part 2 of 2) 6.    You will want to download some development tooling (for plugins or BPEL workflow development): a.    Download Jdeveloper 11.1.1.5 (11.1.1.6 may work but best to stick to the versions that correspond to the WLS version we are using) b.    Go to the site for  SOA tools and download the SOA Composite Editor 11.1.1.5 That’s it, you may proceed to the installation. 

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• Open World Day 3

  - by Antony Reynolds

  A Day in the Life of an Oracle OpenWorld Attendee Part IV My third day was exhibition day for me!  I took the opportunity to wander around the JavaOne and OpenWorld exhibitions to see what might be useful for me when selling WebLogic, Coherence & SOA Suite.  I found a number of interesting vendors and thought I would share what I found here.  These are not necessarily endorsements, but observations on companies that I thought had interesting looking products that fill a need I have seen at customers. Highly Available EBS Upgrades A few years ago I worked with a customer that was a port authority.  They wanted to tie E-Business Suite into their operations to provide faster processing of cargo and passengers.  However they only had a 2 hour downtime window to perform upgrades.  This was not a problem for core database and middleware technology, this could accommodate those upgrade timescales easily.  It was a problem for EBS however so I intrigued to find Rapid E-Suite Inc offering an 11i to 12i upgrade service that claims to require no outage.  This could be a real boon to EBS customers like my port friends that need to upgrade without disruption to their business. Mobile on WebLogic I have come across a number of customers who want a comprehensive mobile solution, connected and disconnected operation and so forth.  ADF only addresses part of these requirements currently so I was excited to discover mFrontiers Inc offering an apparently comprehensive solution that should integrate easily with Oracle SOA Suite to mobile enable a SOA infrastructure.  The ability to operate without a network is important for many applications, particularly in industries that require their engineers to enter buildings to perform maintenance or repairs, because network access is not always available – many of my colleagues don’t have mobile access from their homes because they live in the middle of nowhere – and disconnected support is crucial in these situations. Sharepoint Connector for WebCenter Content Obviously Sharepoint is an evil pernicious intrusion into a companies IT estate but it is widely deployed and many people like it but also would like to take advantage of Oracle products such as WebCenter Content.  So I was encouraged to see that Fishbowl Solutions have created a connector for Sharepoint that allows it to bring in content from WebCenter, it looks like a valuable way to maintain the Sharepoint interface end users are used to but extend the range of content by pulling stuff (technical term for content) from WebCenter.   Load Balancing The Enterprise Deployment Guides are Oracles bible on building highly available FMW environments, and each of them requires a front end load balancer.  I have been asked to help configure F5 Load Balancers on a number of occasions over my time at Oracle and each time I come back to it I find more useful features have been added to the BigIP line of load balancers that F5 sell, many of their documents are tailored to FMW.  I like F5, they provide (relatively) easy to use products that do what they say on the side of the box.  They may not have all the bells and whistles of some of their more expensive competitors but they do the job and do it well!  Besides which I like their logo! Other Stuff I saw lots of other interesting products and services, such as a lightweight monitoring tool for Coherence, Forms migration services, JCAPS migration services and lots of cool freebies to take home to the children! A Quiet Night Wednesday night was the partner appreciation event and I had decided to go back to the hotel and have an early night.  I decided to attend the last session of the day – a Maven/Hudson/WebLogic tutorial.  I got the wrong hotel for the session and snuck in 20 minutes late at the back and starting working on the hands on workshop.  One of my co-attendees raised his hand for help and as the presenter came over to help he suddenly stopped and yelled – “Is that Antony”!  It was my old friend Steve Button who used to be based in Redwood Shores but is now a WebLogic guru PM in Australia.  It was good to catch up with him.  As he yelled out a guy with really bad posture turned around to see who he was talking to, this turned out to be my friend Simon Haslan, Oracle ACE from the UK.  After the tutorial Simon and I retired to the coffee shop to catch up and share stories.  2 and half hours later we decided it was time to retire, so much for an early night but great to renew old friendships and find out what real customers are worrying about.

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• Five Things Learned at the BSR Conference in San Francisco on Nov 2nd-4th

  - by Evelyn Neumayr

  The BSR Conference 2011—“Redefining Leadership”—held from Nov 2nd to Nov 4th in San Francisco, with Oracle as one of the main sponsors, saw senior business executives, civil society representatives, and other experts from around the world gathering to share strategies and insights on the future of sustainability. The general conference sessions kicked off on November 2nd with a plenary address by former U.S. Vice President Al Gore. Other sessions were presented by CEOs of the caliber of Carl Bass (Autodesk), Brian Dunn (Best Buy), Carlos Brito (Anheuser-Busch InBev) and Ofra Strauss (Strauss Group). Here are five key highlights from the conference: 1.      The main leadership challenge is integrating sustainability into core business functions and overcoming short-termism. The “BSR GlobeScan State of Sustainable Business Poll 2011” - a survey of nearly 500 business leaders from 300 member companies - shows that 84% of respondents are optimistic that global businesses will embrace CSR/sustainability as part of their core strategies and operations in the next five years but consider integrating sustainability into their core business functions the key challenge. It is still difficult for many companies that are committed to the sustainability agenda to find investors that understand the long-term implications and as Al Gore said “Many companies are given the signal by the investors that it is the short term results that matter and that is a terribly debilitating force in the market.” 2.      Companies are required to address increasing compliance requirements and transparency in their supply chain, especially in relation with conflict minerals legislation and water management. The Dodd-Frank legislation, OECD guidelines, and the upcoming Securities and Exchange Commission (SEC) rules require companies to monitor upstream the sourcing of tin, tantalum, tungsten, and gold, but given the complexity of this issue companies need to collaborate and partner with peer companies in their industry as well as in other industries to understand how to address conflict minerals in their supply chains. The Institute of Public and Environmental Affairs’ (IPE) China Water Pollution Map enables the public to access thousands of environmental quality, discharge, and infraction records released by various government agencies. Empowered with this information, the public has the opportunity to place greater pressure on polluting companies to comply with environmental standards and create solutions to improve their performance. 3.      A new standard for reporting on supply chain greenhouse gas emissions is available. The New “Scope 3” Supply Chain Greenhouse Gas Inventory Standard, released on October 4th 2011, is the only international greenhouse gas emissions standard that accounts for the full lifecycle of a company’s products. It provides a framework for companies to account for indirect emissions outside of energy use, such as transportation, manufacturing, and distribution, and it incorporates both upstream and downstream impacts of a product. With key investors now listing supplier vulnerability to rising energy prices and disruptions of service as a key concern, greenhouse gas (GHG) management isn’t just for leading companies but a necessity for any business. 4.      Environmental, social, and corporate governance (ESG) reporting is becoming increasingly important to investors and other stakeholders. While European investors have traditionally driven the ESG agenda, U.S. investors are increasingly including ESG data in their analyses. This trend will likely increase as stakeholders continue to demand that an ESG lens be applied to their investments. Investors are increasingly looking to partner on sustainability, as they see the benefits of ESG providing significant returns on investment. 5.      Software companies are offering an increasing variety of solutions to help drive changes and measure performance internally, in supply chains, and across peer companies. The significant challenge is how to integrate different software systems to facilitate decision-making based on a holistic understanding of trade-offs. Jon Chorley, Chief Sustainability Officer and Vice President, Supply Chain Management Product Strategy at Oracle was a panelist in the “Trends in Sustainability Software” session and commented that, “How we think about our business decisions really comes down to how we think about cost. And as long as we don’t assign a cost to things that have an environmental impact or social impact, then we make decisions based on incomplete information. If we could include that in the process that determines ‘Is this product profitable? we would then have a much better decision.” For more information on BSR visit www.brs.org. You can also view highlights of the plenary session at http://www.bsr.org/en/bsr-conference/session-summaries/2011. Oracle is proud to be a sponsor of this BSR conference. By Elena Avesani, Principal Product Strategy Manager, Oracle          

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• PeopleSoft at Alliance 2012 Executive Forum

  - by John Webb

  Guest Posting From Rebekah Jackson This week I jointed over 4,800 Higher Ed and Public Sector customers and partners in Nashville at our annual Alliance conference.   I got lost easily in the hallways of the sprawling Gaylord Opryland Hotel. I carried the resort map with me, and I would still stand for several minutes at a very confusing junction, studying the map and the signage on the walls. Hallways led off in many directions, some with elevators going down here and stairs going up there. When I took a wrong turn I would instantly feel stuck, lose my bearings, and occasionally even have to send out a call for help.    It strikes me that the theme for the Executive Forum this year outlines a less tangible but equally disorienting set of challenges that our higher education customer’s CIOs are facing: Making Decisions at the Intersection of Business Value, Strategic Investment, and Enterprise Technology. The forces acting upon higher education institutions today are not neat, straight-forward decision points, where one can glance to the right, glance to the left, and then quickly choose the best course of action. The operational, technological, and strategic factors that must be considered are complex, interrelated, messy…and the stakes are high. Michael Horn, co-author of “Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns”, set the tone for the day. He introduced the model of disruptive innovation, which grew out of the research he and his colleagues have done on ‘Why Successful Organizations Fail’. Highly simplified, the pattern he shared is that things start out decentralized, take a leap to extreme centralization, and then experience progressive decentralization. Using computers as an example, we started with a slide rule, then developed the computer which centralized in the form of mainframes, and gradually decentralized to mini-computers, desktop computers, laptops, and now mobile devices. According to Michael, you have more computing power in your cell phone than existed on the planet 60 years ago, or was on the first rocket that went to the moon. Applying this pattern to Higher Education means the introduction of expensive and prestigious private universities, followed by the advent of state schools, then by community colleges, and now online education. Michael shared statistics that indicate 50% of students will be taking at least one on line course by 2014…and by some measures, that’s already the case today. The implication is that technology moves from being the backbone of the campus, the IT department’s domain, and pushes into the academic core of the institution. Innovative programs are underway at many schools like Bellevue and BYU Idaho, joined by startups and disruptive new players like the Khan Academy.   This presents both threat and opportunity for higher education institutions, and means that IT decisions cannot afford to be disconnected from the institution’s strategic plan. Subsequent sessions explored this theme.    Theo Bosnak, from Attain, discussed the model they use for assessing the complete picture of an institution’s financial health. Compounding the issue are the dramatic trends occurring in technology and the vendors that provide it. Ovum analyst Nicole Engelbert, shared her insights next and suggested that incremental changes are no longer an option, instead fundamental changes are affecting the landscape of enterprise technology in higher ed.    Nicole closed with her recommendation that institutions focus on the trends in higher education with an eye towards the strategic requirements and business value first. Technology then is the enabler.   The last presentation of the day was from Tom Fisher, Sr. Vice President of Cloud Services at Oracle. Tom runs the delivery arm of the Cloud Services group, and shared his thoughts candidly about his experiences with cloud deployments as well as key issues around managing costs and security in cloud deployments. Okay, we’ve covered a lot of ground at this point, from financials planning, business strategy, and cloud computing, with the possibility that half of the institutions in the US might not be around in their current form 10 years from now. Did I forget to mention that was raised in the morning session? Seems a little hard to believe, and yet Michael Horn made a compelling point. Apparently 100 years ago, 8 of the top 10 education institutions in the world were German. Today, the leading German school is ranked somewhere in the 40’s or 50’s. What will the landscape be 100 years from now? Will there be an institution from China, India, or Brazil in the top 10? As Nicole suggested, maybe US parents will be sending their children to schools overseas much sooner, faced with the ever-increasing costs of a US based education. Will corporations begin to view skill-based certification from an online provider as a viable alternative to a 4 year degree from an accredited institution, fundamentally altering the education industry as we know it?

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• PASS Summit 2011 &ndash; Part III

  - by Tara Kizer

  Well we’re about a month past PASS Summit 2011, and yet I haven’t finished blogging my notes! Between work and home life, I haven’t been able to come up for air in a bit.  Now on to my notes… On Thursday of the PASS Summit 2011, I attended Klaus Aschenbrenner’s (blog|twitter) “Advanced SQL Server 2008 Troubleshooting”, Joe Webb’s (blog|twitter) “SQL Server Locking & Blocking Made Simple”, Kalen Delaney’s (blog|twitter) “What Happened? Exploring the Plan Cache”, and Paul Randal’s (blog|twitter) “More DBA Mythbusters”.  I think my head grew two times in size from the Thursday sessions.  Just WOW! I took a ton of notes in Klaus' session.  He took a deep dive into how to troubleshoot performance problems.  Here is how he goes about solving a performance problem: Start by checking the wait stats DMV System health Memory issues I/O issues I normally start with blocking and then hit the wait stats.  Here’s the wait stat query (Paul Randal’s) that I use when working on a performance problem.  He highlighted a few waits to be aware of such as WRITELOG (indicates IO subsystem problem), SOS_SCHEDULER_YIELD (indicates CPU problem), and PAGEIOLATCH_XX (indicates an IO subsystem problem or a buffer pool problem).  Regarding memory issues, Klaus recommended that as a bare minimum, one should set the “max server memory (MB)” in sp_configure to 2GB or 10% reserved for the OS (whichever comes first).  This is just a starting point though! Regarding I/O issues, Klaus talked about disk partition alignment, which can improve SQL I/O performance by up to 100%.  You should use 64kb for NTFS cluster, and it’s automatic in Windows 2008 R2. Joe’s locking and blocking presentation was a good session to really clear up the fog in my mind about locking.  One takeaway that I had no idea could be done was that you can set a timeout in T-SQL code view LOCK_TIMEOUT.  If you do this via the application, you should trap error 1222. Kalen’s session went into execution plans.  The minimum size of a plan is 24k.  This adds up fast especially if you have a lot of plans that don’t get reused much.  You can use sys.dm_exec_cached_plans to check how often a plan is being reused by checking the usecounts column.  She said that we can use DBCC FLUSHPROCINDB to clear out the stored procedure cache for a specific database.  I didn’t know we had this available, so this was great to hear.  This will be less intrusive when an emergency comes up where I’ve needed to run DBCC FREEPROCCACHE. Kalen said one should enable “optimize for ad hoc workloads” if you have an adhoc loc.  This stores only a 300-byte stub of the first plan, and if it gets run again, it’ll store the whole thing.  This helps with plan cache bloat.  I have a lot of systems that use prepared statements, and Kalen says we simulate those calls by using sp_executesql.  Cool! Paul did a series of posts last year to debunk various myths and misconceptions around SQL Server.  He continues to debunk things via “DBA Mythbusters”.  You can get a PDF of a bunch of these here.  One of the myths he went over is the number of tempdb data files that you should have.  Back in 2000, the recommendation was to have as many tempdb data files as there are CPU cores on your server.  This no longer holds true due to the numerous cores we have on our servers.  Paul says you should start out with 1/4 to 1/2 the number of cores and work your way up from there.  BUT!  Paul likes what Bob Ward (twitter) says on this topic: 8 or less cores –> set number of files equal to the number of cores Greater than 8 cores –> start with 8 files and increase in blocks of 4 One common myth out there is to set your MAXDOP to 1 for an OLTP workload with high CXPACKET waits.  Instead of that, dig deeper first.  Look for missing indexes, out-of-date statistics, increase the “cost threshold for parallelism” setting, and perhaps set MAXDOP at the query level.  Paul stressed that you should not plan a backup strategy but instead plan a restore strategy.  What are your recoverability requirements?  Once you know that, now plan out your backups. As Paul always does, he talked about DBCC CHECKDB.  He said how fabulous it is.  I didn’t want to interrupt the presentation, so after his session had ended, I asked Paul about the need to run DBCC CHECKDB on your mirror systems.  You could have data corruption occur at the mirror and not at the principal server.  If you aren’t checking for data corruption on your mirror systems, you could be failing over to a corrupt database in the case of a disaster or even a planned failover.  You can’t run DBCC CHECKDB against the mirrored database, but you can run it against a snapshot off the mirrored database.

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• SQL SERVER – Weekly Series – Memory Lane – #053 – Final Post in Series

  - by Pinal Dave

  It has been a fantastic journey to write memory lane series for an entire year. This series gave me the opportunity to go back and see what I have contributed to this blog throughout the last 7 years. This was indeed fantastic series as this provided me the opportunity to witness how technology has grown throughout the year and how I have progressed in my career while writing this blog post. This series was indeed fantastic experience readers as many joined during the last few years and were not sure what they have missed in recent years. Let us continue with the final episode of the Memory Lane Series. Here is the list of selected articles of SQLAuthority.com across all these years. Instead of just listing all the articles I have selected a few of my most favorite articles and have listed them here with additional notes below it. Let me know which one of the following is your favorite article from memory lane. 2007 Get Current User – Get Logged In User Here is the straight script which list logged in SQL Server users. Disable All Triggers on a Database – Disable All Triggers on All Servers Question : How to disable all the triggers for a database? Additionally, how to disable all the triggers for all servers? For answer execute the script in the blog post. Importance of Master Database for SQL Server Startup I have received following questions many times. I will list all the questions here and answer them together. What is the purpose of Master database? Should our backup Master database? Which database is must have database for SQL Server for startup? Which are the default system database created when SQL Server 2005 is installed for the first time? What happens if Master database is corrupted? Answers to all of the questions are very much related. 2008 DECLARE Multiple Variables in One Statement SQL Server is a great product and it has many features which are very unique to SQL Server. Regarding feature of SQL Server where multiple variable can be declared in one statement, it is absolutely possible to do. 2009 How to Enable Index – How to Disable Index – Incorrect syntax near ‘ENABLE’ Many times I have seen that the index is disabled when there is a large update operation on the table. Bulk insert of very large file updates in any table using SSIS is usually preceded by disabling the index and followed by enabling the index. I have seen many developers running the following query to disable the index. 2010 List of all the Views from Database Many emails I received suggesting that they have hundreds of the view and now have no clue what is going on and how many of them have indexes and how many does not have an index. Some even asked me if there is any way they can get a list of the views with the property of Index along with it. Here is the quick script which does exactly the same. You can also include many other columns from the same view. Minimum Maximum Memory – Server Memory Options I was recently reading about SQL Server Memory Options over here. While reading this one line really caught my attention is minimum value allowed for maximum memory options. The default setting for min server memory is 0, and the default setting for max server memory is 2147483647. The minimum amount of memory you can specify for max server memory is 16 megabytes (MB). 2011 Fundamentals of Columnstore Index There are two kinds of storage in a database. Row Store and Column Store. Row store does exactly as the name suggests – stores rows of data on a page – and column store stores all the data in a column on the same page. These columns are much easier to search – instead of a query searching all the data in an entire row whether the data are relevant or not, column store queries need only to search a much lesser number of the columns. How to Ignore Columnstore Index Usage in Query In summary the question in simple words “How can we ignore using the column store index in selective queries?” Very interesting question – you can use I can understand there may be the cases when the column store index is not ideal and needs to be ignored the same. You can use the query hint IGNORE_NONCLUSTERED_COLUMNSTORE_INDEX to ignore the column store index. The SQL Server Engine will use any other index which is best after ignoring the column store index. 2012 Storing Variable Values in Temporary Array or Temporary List SQL Server does not support arrays or a dynamic length storage mechanism like list. Absolutely there are some clever workarounds and few extra-ordinary solutions but everybody can;t come up with such solution. Additionally, sometime the requirements are very simple that doing extraordinary coding is not required. Here is the simple case. Move Database Files MDF and LDF to Another Location It is not common to keep the Database on the same location where OS is installed. Usually Database files are in SAN, Separate Disk Array or on SSDs. This is done usually for performance reason and manageability perspective. Now the challenges comes up when database which was installed at not preferred default location and needs to move to a different location. Here is the quick tutorial how you can do it. UNION ALL and ORDER BY – How to Order Table Separately While Using UNION ALL If your requirement is such that you want your top and bottom query of the UNION resultset independently sorted but in the same result set you can add an additional static column and order by that column. Let us re-create the same scenario. Copy Data from One Table to Another Table – SQL in Sixty Seconds #031 – Video http://www.youtube.com/watch?v=FVWIA-ACMNo Reference: Pinal Dave (http://blog.sqlauthority.com)Filed under: Memory Lane, PostADay, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology

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• A little primer on using TFS with a small team

  - by johndoucette

  The scenario; A small team of 3 developers mostly in maintenance mode with traditional ASP.net, classic ASP, .Net integration services and utilities with the company’s third party packages, and a bunch of java-based Coldfusion web applications all under Visual Source Safe (VSS). They are about to embark on a huge SharePoint 2010 new construction project and wanted to use subversion instead VSS. TFS was a foreign word and smelled of “high cost” and of an “over complicated process”. Since they had no preconditions about the old TFS versions (‘05 & ‘08), it was fun explaining how simple it was to install a TFS server and get the ball rolling, with or without all the heavy stuff one sometimes associates with such a huge and powerful application management lifecycle product. So, how does a small team begin using TFS? 1. Start by using source control and migrate current VSS source trees into TFS. You can take the latest version or migrate the entire version history. It’s up to you on whether you want a clean start or need quick access to all the version notes and history of the bits. 2. Since most shops are mainly in maintenance mode with existing applications, begin using bug workitems for everything. When you receive an issue/bug from your current tracking system, manually enter the workitem in TFS right through Visual Studio. You can automate the integration to the current tracking system later or replace it entirely. Believe me, this thing is powerful and can handle even the largest of help desks. 3. With new construction, begin work with requirements and task workitems and follow the traditional sprint-based development lifecycle. Obviously, some minor training will be needed, but don’t fear, this is very intuitive and MSDN has a ton of lesson based labs and videos. 4. For the java developers, use the new Team Explorer Everywhere 2010 plugin (recently known as Teamprise). There is a seamless interface in Eclipse, but also a good command-line utility for other environments such as Dreamweaver. 5. Wait to fully integrate the whole workitem/project management/testing process until your team is familiar with the integrated workitems for bugs and code. After a while, you will see the team wanting more transparency into the work they are all doing and naturally, everyone will want workitems to help them organize the chaos! 6. Management will be limited in the value of the reports until you have a fully blown implementation of project planning, construction, build, deployment and testing. However, there are some basic “bug rate” reports and current backlog listings that can provide good information. Some notable explanations of TFS; Work Item Tracking and Project Management - A workitem represents the unit of work within the system which enables tracking of all activities produced by a user, whether it is a developer, business user, project manager or tester. The properties of a workitem such as linked changesets (checked-in code), who updated the data and when, the states and reasons for change, are all transitioned to a data warehouse within TFS for reporting purposes. A workitem can be defines as a "bug", "requirement", test case", or a "change request". They drive the work effort by the individual assigned to it and also provide a key role in defining what needs to be done. Workitems are the things the team needs to do to accomplish a goal. Test Case Management - Starting with a workitem known as a "test case", a tester (or developer) can now author and manage test cases within a formal test plan subsystem. Although TFS supports the test case workitem type, there is a new product known as the VS Test Professional 2010 which allows a tester to facilitate manual tests including fast forwarding steps in the process to arrive at the assertion point quickly. This repeatable process provides quick regression tests and can be conducted by the business user to ensure completeness during UAT. In addition, developers no longer can provide a response to a bug with the line "cannot reproduce". With every test run, attachments including the recorded session, captured environment configurations and settings, screen shots, intellitrace (debugging history), and in some cases if the lab manager is being used, a snapshot of the tested environment is available. Version Control - A modern system allowing shared check-in/check-out, excellent merge conflict resolution, Shelvesets (personal check-ins), branching/merging visualization, public workspaces, gated check-ins, security hierarchy capabilities, and changeset/workitem tracking. Knowing what was done with the code by any developer has become much easier to picture and resolve issues. Team Build - Automate the compilation process whether you need it to be whenever a developer checks-in code, periodically such as nightly builds for testers in the morning, or manual builds to be deployed into production. Each build can run through pre-determined tests, perform code analysis to see if the developer conforms to the team standards, and reject the build if either fails. Project Portal & Reporting - Provide management with a dashboard with insight into the project(s). "Where are we" in each step of the way including past iterations and the current burndown rate. Enabling this feature is easy as it seamlessly interfaces with existing SharePoint implementations.

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• Cowboy Agile?

  - by Robert May

  In a previous post, I outlined the rules of Scrum.  This post details one of those rules. I’ve often heard similar phrases around Scrum that clue me in to someone who doesn’t understand Scrum.  The phrases go something like this: “We don’t do Agile because the idea of letting people just do whatever they want is wrong.  We believe in a more structured approach.” (i.e. Work is Prison, and I’m the Warden!) “I love Agile.  Agile lets us do whatever we want!” (Cowboy Agile?) “We’re Agile, but we use a process that I’ve created.” (Cowboy Agile?) All of those phrases have one thing in common:  The assumption that Agile, and I mean Scrum, lets you do whatever you want.  This is simply not true. Executing Scrum properly requires more dedication, rigor, and diligence than happens in most traditional development methods. Scrum and Waterfall Compared Since Scrum and Waterfall are two of the most commonly used methodologies, a little bit of contrasting and comparing is in order. Waterfall Scrum A project manager defines all tasks and then manages the tasks that team members are working on. The team members define the tasks and estimates of the stories for the current iteration.  Any team member may work on any task in the iteration. Usually only a few milestones that need to be met, the milestones are measured in months, and these milestones are expected to be missed.  Little work is ever done to improve estimates and poor estimators can hide behind high estimates. Stories must be delivered every iteration, milestones are measured in hours, and the team is expected to figure out why their estimates were wrong, even when they were under.  Repeated misses can get the entire team fired. Partially completed work is normal. Partially completed work doesn’t count. Nobody knows the task you’re working on. Everyone knows what you’re working on, whether or not you’re making progress and how much longer you think its going to take, in hours. Little requirement to show working code.  Prototypes are ok. Working code must be shown each iteration.  No smoke and mirrors allowed.  Testing is done in lengthy cycles at the end of development.  Developers aren’t held accountable. Testing is part of the team.  If the testers don’t accept the story as complete, the team can’t count it.  Complete means that the story’s functionality works as designed.  The team can’t have any open defects on the story. Velocity is rarely truly measured and difficult to evaluate. Velocity is integral to the process and can be seen at a glance and everyone in the company knows what it is. A business analyst writes requirements.  Designers mock up screens.  Developers hide behind “I did it just like the spec doc told me to and made the screen exactly like the picture” Developers are expected to collaborate in real time.  If a design is bad or lacks needed details, the developers are required to get it right in the iteration, because all software must be functional.  Designers and Business Analysts are part of the team and must do their work in iterations slightly ahead of the developers. Upper Management is often surprised.  “You told me things were going well two months ago!” Management receives updates at the end of every iteration showing them exactly what the team did and how that compares to what' is remaining in the backlog.  Managers know every iteration what their money is buying. Status meetings are rare or don’t occur.  Email is a primary form of communication. Teams coordinate every single day with each other and use other high bandwidth communication channels to make sure they’re making progress.  Email is used only as a last resort.  Instead, team members stand up, walk to each other, and talk, face to face.  If that’s not possible, they pick up the phone. IF someone asks what happened, its at the end of a lengthy development cycle measured in months, and nobody really knows why it happened. Someone asks what happened every iteration.  The team talks about what happened, and then adapts to make sure that what happened either never happens again or happens every time.   That’s probably enough for now.  As you can see, a lot is required of Scrum teams! One of the key differences in Scrum is that the burden for many activities is shifted to a group of people who share responsibility, instead of a single person having responsibility.  This is a very good thing, since small groups usually come up with better and more insightful work than single individuals.  This shift also results in better velocity.  Team members can take vacations and the rest of the team simply picks up the slack.  With Waterfall, if a key team member takes a vacation, delays can ensue. Scrum requires much more out of every team member and as a result, Scrum teams outperform non-Scrum teams working 60 hour weeks. Recommended Reading Everyone considering Scrum should read Mike Cohn’s excellent book, User Stories Applied. Technorati Tags: Agile,Scrum,Waterfall

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• Death March

  - by Nick Harrison

  It is a horrible sight to watch a project fail. There are few things as bad. Watching a project fail regardless of the reason is almost like sitting in a room with a "Dementor" from Harry Potter. It will literally suck all of the life and joy out of the room. Nearly every project that I have seen fail has failed because of political challenges or management challenges. Sometimes there are technical challenges that bring a project to its knees, but usually projects fail for less technical reasons. Here a few observations about projects failing for political reasons. Both the client and the consultants have to be committed to seeing the project succeed. Put simply, you cannot solve a problem when the primary stake holders do not truly want it solved. This could come from a consultant being more interested in extended the engagement. It could come from a client being afraid of what will happen to them once the problem is solved. It could come from disenfranchised stake holders. Sometimes a project is beset on all sides. When you find yourself working on a project that has this kind of threat, do all that you can to constrain the disruptive influences of the bad apples. If their influence cannot be constrained, you truly have no choice but to move on to a new project. Tough choices have to be made to make a project successful. These choices will affect everyone involved in the project. These choices may involve users not getting a change request through that they want. Developers may not get to use the tools that they want. Everyone may have to put in more hours that they originally planned. Steps may be skipped. Compromises will be made, but if everyone stays committed to the end goal, you can still be successful. If individuals start feeling disgruntled or resentful of the compromises reached, the project can easily be derailed. When everyone is not working towards a common goal, it is like driving with one foot on the break and one foot on the accelerator. Not only will you not get to where you are planning, you will also damage the car and possibly the passengers as well.   It is important to always keep the end result in mind. Regardless of the development methodology being followed, the end goal is not comprehensive documentation. In all cases, it is working software. Comprehensive documentation is nice but useless if the software doesn't work.   You can never get so distracted by the next goal that you fail to meet the current goal. Most projects are ultimately marathons. This means that the pace must be sustainable. Regardless of the temptations, you cannot burn the team alive. Processes will fail. Technology will get outdated. Requirements will change, but your people will adapt and learn and grow. If everyone on the team from the most senior analyst to the most junior recruit trusts and respects each other, there is no challenge that they cannot overcome. When everyone involved faces challenges with the attitude "This is my project and I will not let it fail" "You are my teammate and I will not let you fail", you will in fact not fail. When you find a team that embraces this attitude, protect it at all cost. Edward Yourdon wrote a book called Death March. In it, he included a graph for categorizing Death March project types based on the Happiness of the Team and the Chances of Success.   Chances are we have all worked on Death March projects. We will all most likely work on more Death March projects in the future. To a certain extent, they seem to be inevitable, but they should never be suicide or ugly. Ideally, they can all be "Mission Impossible" where everyone works hard, has fun, and knows that there is good chance that they will succeed. If you are ever lucky enough to work on such a project, you will know that sense of pride that comes from the eventual success. You will recognize a profound bond with the team that you worked with. Chances are it will change your life or at least your outlook on life. If you have not already read this book, get a copy and study it closely. It will help you survive and make the most out of your next Death March project.

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• The first day of JavaOne is already over!

  - by delabassee

  In the past Sunday used to be a more relaxing day with ‘just’ some JavaOne activities going on. Sunday used to be a soft day to prepare yourself for an exhausting week. This is now over as JavaOne is expanding; Sunday is now an integral part of the conference. One of the side effect of this extra day is that some activities related to JavaOne and OpenWorld such as MySQL Connect are being push to start a day earlier on Saturday (can you spot the pattern here?). On the GlassFish front, Sunday was a very busy day! It started at the Moscone Center with the annual GlassFish Community Event where the Java EE 7 and GF 4 roadmaps were presented and discussed. During the event, different GlassFish users such as ZeroTurnaround (the JRebel guys), Grupo RBS and IDR Solutions shared their views on GF, why they like GF but also what could be improved. The event was also a forum for the GF community to exchange with some of the key Java EE / GlassFish Oracle Executives and the different GF team members. The Strategy keynote and the Technical keynote were held in the Masonic Auditorium later in the after-noon. Oracle executives have presented the plans for Java SE, Java FX and Java EE. As on-demand replays will be available soon, I will not summarize several hours of content but here are some personal takeaways from those keynotes. Modularity Modularity is a big deal. We know by now that Project Jigsaw will not be ready for Java SE 8 but in any case, it is already possible (and encouraged) to test Jigsaw today. In the future, Java EE plan to rely on the modularity features provided by Java SE, so Project Jigsaw is also relevant for Java EE developers. Shorter term, to cover some of the modular requirements, Java SE will adopt the approach that was used for Java EE 6 and the notion of Profiles. This approach does not define a module system per say; Profiles is a way to clearly define different subsets of Java SE to fulfill different needs (e.g. the full JRE is not required for a headless application). The introduction of different Profiles, from the Base profile (10mb) to the Full Profile (+50mb), has been proposed for Java SE 8. Embedded Embedded is a strong theme going forward for the Java Plaform. There is now a dedicated program : Java Embedded @ JavaOne Java by nature (e.g. platform independence, built-in security, ability easily talks to any back-end systems, large set of skills available on the market, etc.) is probably the most suited platform for the Internet of Things. You can quickly be up-to-speed and develop services and applications for that space just by using your current Java skills. All you need to start developing on ARM is a 35$ Raspberry Pi ARM board (25$ if you are cheap and can live without an ethernet connection) and the recently released JDK for Linux/ARM. Obviously, GlassFish runs on Raspberry Pi. If you wan to go further in the embedded space, you should take a look Java SE Embedded, an optimized, low footprint, Java environment that support the major embedded architectures (ARM, PPC and x86). Finally, Oracle has recently introduced Java Embedded Suite, a new solution that brings modern middleware capabilities to the embedded space. Java Embedded Suite is an optimized solution that leverage Java SE Embedded but also GlassFish, Jersey and JavaDB to deploy advanced value added capabilities (eg. sensor data filtering and) deeper in the network, closer to the devices. JavaFX JavaFX is going strong! Starting from Java SE 7u6, JavaFX is bundled with the JDK. JavaFX is now available for all the major desktop platforms (Windows, Linux and Mac OS X). JavaFX is now also available, in developer preview, for low end device running Linux/ARM. During the keynote, JavaFX was shown running on a Raspberry Pi! And as announced during the keynote, JavaFX should be fully open-sourced by the end of the year; contributions are welcome!. There is a strong momentum around JavaFX, it’s the ideal client solution for the Java platform. A client layer that works perfectly with GlassFish on the back-end. If you were not convince by JavaFX, it’s time to reconsider it! As an old Chinese proverb say “One tweet is worth a thousand words!” HTML5, Project Avatar and Java EE 7 HTML5 got a lot of airtime too, it was covered during the Java EE 7 section of the keynote. Some details about Project Avatar, Oracle’s incubator project for a TSA (Thin Server Architecture) solution, were diluted and shown during the keynote. On the tooling side, Project Easel running on NetBeans 7.3 beta was demo’ed, including a cool NetBeans debugging session running in Chrome! HTML 5, Project Avatar and Java EE 7 deserve separate posts... Feedback We need your feedback! There are many projects, JSRs and products cooking : GlassFish 4, Project Jigsaw, Concurrency Utilities for Java EE (JSR 236), OpenJFX, OpenJDK to name just a few. Those projects, those specifications will have a profound impact on the Java platform for the years to come! So if you have the opportunity, download, install, learn, tests them and give feedback! Remember, you can "Make the Future Java!" Finally, the traditional GlassFish Party at the Thirsty Bear concluded the first JavaOne day. This party is another place where the community can freely exchange with the GlassFish team in a more relaxed, more friendly (but sometime more noisy) atmosphere. Arun has posted a set of pictures to reflect the atmosphere of the keynotes and the GlassFish party. You can find more details on the others Java EE and GlassFish activities here.

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• Customizing UPK outputs (Part 2 - Player)

  - by [email protected]

  There are a few things that can be done to give the Player output a personalized look to match your corporate branding. In my previous post, I talked about changing the logo. In addition to the logo, you can change the graphic in the heading, button colors, border colors and many other items. Prior to making any customizations, I strongly recommend making a copy of the existing Player style. This will give you a backup in case things go wrong. I'd also recommend that you create your own brand. This way, when you install the newest updates from us, your brand will remain intact. Creating your own brand is pretty easy. Make sure you have modify permissions on the publishing styles directory, if you are using a multi-user installation. Under the Publishing/Styles folder, create a new folder with your company name. Copy all the publishing styles from the UPK folder to your newly created folder. Now, when you go through the Publishing wizard, you will have two categories to choose from: the UPK category or your custom category. Now, for updating the Player output. First, the graphic that appears on the right hand side of the Player. If you're using a multi-user installation, check out the player style from your custom brand. Open the player style. Open the img folder. The file named "banner_image.png" represents the graphic that appears on the right hand side of the player. It is currently sized at 425 x 54. Try to keep your graphic about the same size. Rename your graphic file to be "banner_image.png", and drag it into the img folder. Save the package. Check in the package if you are in a multi-user installation. You've just updated the banner heading! Next, let's work on updating some of the other colors in the player. All the customizable areas are located in the skin.css file which is in the root of the Player style. Many of our customers update the colors to match their own theme. You don't have to be a programmer to make these changes, honest. :) To change the colors in the player: Make a copy of the original skin.css file. (This is to make sure you have a working version to revert to, in case something goes wrong.) Open the skin.css file from the Player package. You can edit it using Notepad. Make the desired changes. Save the file. Save the package. Publish to view your new changes. When you open the skin.css, you will see groupings like this: .headerDivbar { height: 21px; background-color: #CDE2FD; } Change the value of the background-color to the color of your choice. Note that you cannot use "red" as a color, but rather you should enter the hexadecimal color code. If you don't know the color code, search the web for "hexadecimal colors" and you'll find many sites to provide the information. Here are a few of the variables that you can update. Heading: .headerDivbar -this changes the color of the banner that appears under the graphic Button colors: .navCellOn - changes the color of the mode buttons when your mouse is hovering on them. .navCellOff - changes the color of the mode buttons when the mouse is not over them Lines: .thorizontal - this is the color of the horizontal lines surrounding the outline .tvertical - this is the color of the vertical lines on the left and right margin in the outline. .tsep - this is the color of the line that separates the outline from the content area Search frame: .tocSearchColor - this is the color of the search area .tocFrameText - this is the background color of the TOC tree. Hint: If you want to try out the changes prior to updating the style, you can update the skin.css in some content you've already published for the player (it's located in the css folder of the player package). This way, you can immediately see the changes without going through publishing. Once you're happy with the changes, update the skin.css in player style. Want to customize more? Refer to the "Customizing the Player" section of the Content Development manual for more details on all the options in the skin.css that can be changed, and pictures of what each variable controls. I'd love to see how you've customized the player for your corporate needs. Also, if there are other areas of the player you'd like to modify but have not been able to, let us know. Feel free to share your thoughts in the comments. --Maria Cozzolino, Manager of Requirements & UI Design for UPK

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• Come meet our Interns in Dublin

  - by klaudia.drulis

  Oracle Worldwide Product Translation Group (WPTG) provides solutions for all Oracle product and Content translation requirements. WPTG is a global organisation with its headquarters in Ireland and employees in Oracle offices worldwide. WPTG offer expertise in fields such as process engineering, tools development, linguistic quality, terminology, global product release, financial and vendor management. WPTG provides translation solution for over 40 languages including Asia Pacific, European, American and Middle Eastern languages. WPTG first introduced an intern program over 10 years ago and it has become a key component of our teams structure. The majority of Interns are sourced from a Computer Science related course, these Interns joining the engineering team. Others are sourced from Business courses and work within the Business / Project management area. The intern program allows us to maintain ties with current course curriculum and brings fresh energy and perspective into our Organisation. Four of the full time staff working in Dublin today joined us originally as Interns and subsequently were offered permanent positions. Come Meet some of our 2010 Interns, Come and see what Darragh, Anthony, Caoimhe, James and Artemij thought about working within the WPTG at Oracle: Darragh “Oracle has been a fun, challenging work placement for me. From day one I was treated as a full member of staff, this was both comforting and a little bit scary. The responsibilities stack up but I found I was able to keep on top of everything and even make improvements to how we handle a few things thanks to a great team and a very supportive manager. There’s a very positive atmosphere in work that’s really conducive to getting a lot of work done. Ideas seem to be the central hub in my line of business so all of my ideas and innovations were greeted with enthusiasm. Oracle has given me a fantastic opportunity and I urge you to grab it with both hands, you’ll find that you’re with a set of like minded people from all works of life that make work both interesting and fun. Even when the pressure is on you know that you can always get help and advice from someone nearby. My last word of advice is don’t be afraid to stick your neck out, everyone here is willing to learn, try something new and innovate, your voice will be heard and who knows, you could end up having a large impact on Oracle and your career.” Anthony “I had a great experience working with Oracle, from day one I was treated like a full member of staff with responsibilities of my own. I found that the more I put into the work the more I got out from the experience. Volunteering and being willing to face challenges have made this a more exciting placement. I am given a lot of leeway to do my own projects and so I’ve found that I am really enjoying my time here.” Caoimhe “I am currently spending my year of placement within the Release Management Team in the WPTG. My main role is to handle the finance process of all translation projects under 100k which includes creating workspecs and PO's, sending out kits, dealing with vendor queries and handling the invoicing and payment part. I am really enjoying my time here at Oracle, everyone is very open and friendly and willing to help you out with any questions you may have. I would definitely be interested in returning to Oracle after I graduate!” James “I am currently on a 12 month placement with Oracle, working as part of the Worldwide Product Translation Group in the Business Management. The Business Management team provides a global view on WPTG’s vendor and business strategy and is an interface into WPTG for new business. The business management team work together to support the external translation partner network. My role is to support the Business Management team and also to work on various projects when the need arises. This involves working with translation vendors and working with other Oracle employees worldwide. I am really enjoying my time working for Oracle, at times it can be challenging bit also very rewarding. I would recommend any student wanting to undertake a placement year to apply to Oracle, I made some great friends and I will never forget my time in Dublin.” Artemij “From working within Oracle, I have truly understood what "career path" is, and what opportunities a large corporation like Oracle can offer. Without any illusions, the work itself is exciting, sometimes challenging, tests your ability to handle pressure, to make decisions and take responsibility, to learn quickly and cooperate efficiently in order to solve a problem. I have learned a lot about myself. What I am good at, where and what I can do better. My placement at Oracle has allowed me to get a clearer picture of what I want, and which door I am going to open after college. If you have any questions related to this article feel free to contact  [email protected].  You can find our job opportunities via http://campus.oracle.com

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• Xml failing to deserialise

  - by Carnotaurus

  I call a method to get my pages [see GetPages(String xmlFullFilePath)]. The FromXElement method is supposed to deserialise the LitePropertyData elements to strongly type LitePropertyData objects. Instead it fails on the following line: return (T)xmlSerializer.Deserialize(memoryStream); and gives the following error: <LitePropertyData xmlns=''> was not expected. What am I doing wrong? I have included the methods that I call and the xml data: public static T FromXElement<T>(this XElement xElement) { using (var memoryStream = new MemoryStream(Encoding.ASCII.GetBytes(xElement.ToString()))) { var xmlSerializer = new XmlSerializer(typeof(T)); return (T)xmlSerializer.Deserialize(memoryStream); } } public static List<LitePageData> GetPages(String xmlFullFilePath) { XDocument document = XDocument.Load(xmlFullFilePath); List<LitePageData> results = (from record in document.Descendants("row") select new LitePageData { Guid = IsValid(record, "Guid") ? record.Element("Guid").Value : null, ParentID = IsValid(record, "ParentID") ? Convert.ToInt32(record.Element("ParentID").Value) : (Int32?)null, Created = Convert.ToDateTime(record.Element("Created").Value), Changed = Convert.ToDateTime(record.Element("Changed").Value), Name = record.Element("Name").Value, ID = Convert.ToInt32(record.Element("ID").Value), LitePageTypeID = IsValid(record, "ParentID") ? Convert.ToInt32(record.Element("ParentID").Value) : (Int32?)null, Html = record.Element("Html").Value, FriendlyName = record.Element("FriendlyName").Value, Properties = record.Element("Properties") != null ? record.Element("Properties").Element("LitePropertyData").FromXElement<List<LitePropertyData>>() : new List<LitePropertyData>() }).ToList(); return results; } Here is the xml: <?xml version="1.0" encoding="utf-8"?> <root> <rows> <row> <ID>1</ID> <ImageUrl></ImageUrl> <Html>Home page</Html> <Created>01-01-2012</Created> <Changed>01-01-2012</Changed> <Name>Home page</Name> <FriendlyName>home-page</FriendlyName> </row> <row xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <Guid>edeaf468-f490-4271-bf4d-be145bc6a1fd</Guid> <ID>8</ID> <Name>Unused</Name> <ParentID>1</ParentID> <Created>2006-03-25T10:57:17</Created> <Changed>2012-07-17T12:24:30.0984747+01:00</Changed> <ChangedBy /> <LitePageTypeID xsi:nil="true" /> <Html> What is the purpose of this option? This option checks the current document for accessibility issues. It uses Bobby to provide details of whether the current web page conforms to W3C's WCAG criteria for web content accessibility. Issues with Bobby and Cynthia Bobby and Cynthia are free services that supposedly allow a user to expose web page accessibility barriers. It is something of a guide but perhaps a blunt instrument. I tested a few of the webpages that I have designed. Sure enough, my pages fall short and for good reason. I am not about to claim that Bobby and Cynthia are useless. Although it is useful and commendable tool, it project appears to be overly ambitious. Nevertheless, let me explain my issues with Bobby and Cynthia: First, certain W3C standards for designing web documents are often too strict and unworkable. For instance, in some versions W3C standards for HTML, certain tags should not include a particular attribute, whereas in others they are requisite if the document is to be ???well-formed???. The standard that a designer chooses is determined usually by the requirements specification document. This specifies which browsers and versions of those browsers that the web page is expected to correctly display. Forcing a hypertext document to conform strictly to a specific W3C standard for HTML is often no simple task. In the worst case, it cannot conform without losing some aesthetics or accessibility functionality. Second, the case of HTML documents is not an isolated case. Standards for XML, XSL, JavaScript, VBScript, are analogous. Therefore, you might imagine the problems when you begin to combine these languages and formats in an HTML document. Third, there is always more than one way to skin a cat. For example, Bobby and Cynthia may flag those IMG tags that do not contain a TITLE attribute. There might be good reason that a web developer chooses not to include the title attribute. The title attribute has a limited numbers of characters and does not support carriage returns. This is a major defect in the design of this tag. In fact, before the TITLE attribute was supported, there was the ALT attribute. Most browsers support both, yet they both perform a similar function. However, both attributes share the same deficiencies. In practice, there are instances where neither attribute would be used. Instead, for example, the developer would write some JavaScript or VBScript to circumvent these deficiencies. The concern is that Bobby and Cynthia would not notice this because it does not ???understand??? what the JavaScript does. </Html> <FriendlyName>unused</FriendlyName> <IsDeleted>false</IsDeleted> <Properties> <LitePropertyData> <Description>Image for the page</Description> <DisplayEditUI>true</DisplayEditUI> <OwnerTab>1</OwnerTab> <DisplayName>Image Url</DisplayName> <FieldOrder>1</FieldOrder> <IsRequired>false</IsRequired> <Name>ImageUrl</Name> <IsModified>false</IsModified> <ParentPageID>3</ParentPageID> <Type>String</Type> <Value xsi:type="xsd:string">smarter.jpg</Value> </LitePropertyData> <LitePropertyData> <Description>WebItemApplicationEnum</Description> <DisplayEditUI>true</DisplayEditUI> <OwnerTab>1</OwnerTab> <DisplayName>WebItemApplicationEnum</DisplayName> <FieldOrder>1</FieldOrder> <IsRequired>false</IsRequired> <Name>WebItemApplicationEnum</Name> <IsModified>false</IsModified> <ParentPageID>3</ParentPageID> <Type>Number</Type> <Value xsi:type="xsd:string">1</Value> </LitePropertyData> </Properties> <Seo> <Author>Phil Carney</Author> <Classification /> <Copyright>Carnotaurus</Copyright> <Description> What is the purpose of this option? This option checks the current document for accessibility issues. It uses Bobby to provide details of whether the current web page conforms to W3C's WCAG criteria for web content accessibility. Issues with Bobby and Cynthia Bobby and Cynthia are free services that supposedly allow a user to expose web page accessibility barriers. It is something of a guide but perhaps a blunt instrument. I tested a few of the webpages that I have designed. Sure enough, my pages fall short and for good reason. I am not about to claim that Bobby and Cynthia are useless. Although it is useful and commendable tool, it project appears to be overly ambitious. Nevertheless, let me explain my issues with Bobby and Cynthia: First, certain W3C standards for designing web documents are often too strict and unworkable. For instance, in some versions W3C standards for HTML, certain tags should not include a particular attribute, whereas in others they are requisite if the document is to be ???well-formed???. The standard that a designer chooses is determined usually by the requirements specification document. This specifies which browsers and versions of those browsers that the web page is expected to correctly display. Forcing a hypertext document to conform strictly to a specific W3C standard for HTML is often no simple task. In the worst case, it cannot conform without losing some aesthetics or accessibility functionality. Second, the case of HTML documents is not an isolated case. Standards for XML, XSL, JavaScript, VBScript, are analogous. Therefore, you might imagine the problems when you begin to combine these languages and formats in an HTML document. Third, there is always more than one way to skin a cat. For example, Bobby and Cynthia may flag those IMG tags that do not contain a TITLE attribute. There might be good reason that a web developer chooses not to include the title attribute. The title attribute has a limited numbers of characters and does not support carriage returns. This is a major defect in the design of this tag. In fact, before the TITLE attribute was supported, there was the ALT attribute. Most browsers support both, yet they both perform a similar function. However, both attributes share the same deficiencies. In practice, there are instances where neither attribute would be used. Instead, for example, the developer would write some JavaScript or VBScript to circumvent these deficiencies. The concern is that Bobby and Cynthia would not notice this because it does not ???understand??? what the JavaScript does. </Description> <Keywords>unused</Keywords> <Title>unused</Title> </Seo> </row> </rows> </root> EDIT Here are my entities: public class LitePropertyData { public virtual string Description { get; set; } public virtual bool DisplayEditUI { get; set; } public int OwnerTab { get; set; } public virtual string DisplayName { get; set; } public int FieldOrder { get; set; } public bool IsRequired { get; set; } public string Name { get; set; } public virtual bool IsModified { get; set; } public virtual int ParentPageID { get; set; } public LiteDataType Type { get; set; } public object Value { get; set; } } [Serializable] public class LitePageData { public String Guid { get; set; } public Int32 ID { get; set; } public String Name { get; set; } public Int32? ParentID { get; set; } public DateTime Created { get; set; } public String CreatedBy { get; set; } public DateTime Changed { get; set; } public String ChangedBy { get; set; } public Int32? LitePageTypeID { get; set; } public String Html { get; set; } public String FriendlyName { get; set; } public Boolean IsDeleted { get; set; } public List<LitePropertyData> Properties { get; set; } public LiteSeoPageData Seo { get; set; } /// <summary> /// Saves the specified XML full file path. /// </summary> /// <param name="xmlFullFilePath">The XML full file path.</param> public void Save(String xmlFullFilePath) { XDocument doc = XDocument.Load(xmlFullFilePath); XElement demoNode = this.ToXElement<LitePageData>(); demoNode.Name = "row"; doc.Descendants("rows").Single().Add(demoNode); doc.Save(xmlFullFilePath); } }

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• Declarative Architectures in Infrastructure as a Service (IaaS)

  - by BuckWoody

  I deal with computing architectures by first laying out requirements, and then laying in any constraints for it's success. Only then do I bring in computing elements to apply to the system. As an example, a requirement might be "world-side availability" and a constraint might be "with less than 80ms response time and full HA" or something similar. Then I can choose from the best fit of technologies which range from full-up on-premises computing to IaaS, PaaS or SaaS. I also deal in abstraction layers - on-premises systems are fully under your control, in IaaS the hardware is abstracted (but not the OS, scale, runtimes and so on), in PaaS the hardware and the OS is abstracted and you focus on code and data only, and in SaaS everything is abstracted - you merely purchase the function you want (like an e-mail server or some such) and simply use it. When you think about solutions this way, the architecture moves to the primary factor in your decision. It's problem-first architecting, and then laying in whatever technology or vendor best fixes the problem. To that end, most architects design a solution using a graphical tool (I use Visio) and then creating documents that  let the rest of the team (and business) know what is required. It's the template, or recipe, for the solution. This is extremely easy to do for SaaS - you merely point out what the needs are, research the vendor and present the findings (and bill) to the business. IT might not even be involved there. In PaaS it's not much more complicated - you use the same Application Lifecycle Management and design tools you always have for code, such as Visual Studio or some other process and toolset, and you can "stamp out" the application in multiple locations, update it and so on. IaaS is another story. Here you have multiple machines, operating systems, patches, virus scanning, run-times, scale-patterns and tools and much more that you have to deal with, since essentially it's just an in-house system being hosted by someone else. You can certainly automate builds of servers - we do this as technical professionals every day. From Windows to Linux, it's simple enough to create a "build script" that makes a system just like the one we made yesterday. What is more problematic is being able to tie those systems together in a coherent way (as a solution) and then stamp that out repeatedly, especially when you might want to deploy that solution on-premises, or in one cloud vendor or another. Lately I've been working with a company called RightScale that does exactly this. I'll point you to their site for more info, but the general idea is that you document out your intent for a set of servers, and it will deploy them to on-premises clouds, Windows Azure, and other cloud providers all from the same script. In other words, it doesn't contain the images or anything like that - it contains the scripts to build them on-premises or on a cloud vendor like Microsoft. Using a tool like this, you combine the steps of designing a system (all the way down to passwords and accounts if you wish) and then the document drives the distribution and implementation of that intent. As time goes on and more and more companies implement solutions on various providers (perhaps for HA and DR) then this becomes a compelling investigation. The RightScale information is here, if you want to investigate it further. Yes, there are other methods I've found, but most are tied to a single kind of cloud, and I'm not into vendor lock-in. Poppa Bear Level - Hands-on EvaluateRightScale at no cost.  Just bring your Windows Azurecredentials and follow the these tutorials: Sign Up for Windows Azure Add     Windows Azure to a RightScale Account Windows Azure Virtual Machines     3-tier Deployment Momma Bear Level - Just the Right level... ;0)  WindowsAzure Evaluation Guide - if you are new toWindows Azure Virtual Machines and new to RightScale, we recommend that youread the entire evaluation guide to gain a more complete understanding of theWindows Azure + RightScale solution.    WindowsAzure Support Page @ support.rightscale.com - FAQ's, tutorials,etc. for  Windows Azure Virtual Machines (Work in Progress) Baby Bear Level - Marketing WindowsAzure Page @ www.rightscale.com - find overview informationincluding solution briefs and presentation & demonstration videos   Scale     and Automate Applications on Windows Azure  Solution Brief     - how RightScale makes Windows Azure Virtual Machine even better SQL     Server on Windows Azure  Solution Brief   -       Run Highly Available SQL Server on Windows Azure Virtual Machines

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• Financial Management: Why Move to the Cloud?

  - by Kathryn Perry

  A guest post by Terrance Wampler, Vice President, Financials Product Strategy, Oracle I’ve spent my career designing and developing financial management systems, most of it at Oracle. Every single day I either meet with our customers or talk to them on the phone. The time is usually spent discussing various business challenges facing CFOs and Controllers, who are running Oracle’s Financials. Lately, we’ve been talking a lot about cloud computing and whether it makes sense for finance to go to the cloud. Here are some pros and cons that might help you make that decision. Let’s start with the benefits of cloud solutions. The first is savings. With cloud services, you pay only for those commodities that you use. That makes you feel like you're getting better value for your money. Plus, you can preserve your cash for your core business and you can get a better matching of expenses and revenues. So, at the top of the list is lower total cost of ownership. The second point has to do with optimization. With cloud services, you’ll need less IT infrastructure so you can optimize your IT resources for better-value, higher-end projects. This also leads to greater financial visibility, where there's a clear cost for the set of services or features replaced by cloud services. And, the last benefit is what I call acceleration. You can save money by speeding up the initialization and deployment of the project. You don't have to deal with IT infrastructure and you can start implementing right away. We did a quick survey of about 70 CFOs at the CFO Summit last month in New York City. We asked them why they were looking at cloud services, and not necessarily just for financials. The No. 1 response was perceived lower cost of ownership. But of course there are risks to consider. The first thing most people think about in the cloud is security and ownership of data. So, will your data really be safe? Can you meet your own privacy policy requirements? Do you really want your private financial data exposed? Do you trust the provider? Is what you see really your data? Do you own it or is it managed by someone else? Security is a big concern that comes with an emotional component. The next thing in the risk category is reliability. Is the provider proven? You’re taking what you have control over – for example, standards and policies and internal service level agreements – away from your IT department and giving it to someone else. Will you still be able to adapt to shifts in your business? Will the provider be able to grow with your business effectively? Reliability means having a provider that can give you the service infrastructure that you need. And then there’s performance, which has two components in terms of risk. Going forward, will the provider be able to scale the infrastructure or service level if you have new employees or new businesses? And second, will the price you negotiate and the rate you lock in cover additional costs and rising service fees? Another piece is cost. What happens if you don't get the service level you want? What if you end the service? What happens, if after a few years, you send the service out for bid and change service? Can you move your data? Can you move the applications? Do the integrations work? These are cost components people don’t always take into account. And, the final piece is the business case. The perception is that you can get started really quickly with cloud. It has a perceived lower cost of total ownership and it feels cool because it's cloud. But do you have a good business case for moving to the cloud? Your total cost of ownership is over three years; then you’ll renew it, so your TCO is six years. Have you compared that to other internal services that you’re offering? You might already have product that you can run this new business or division on. In that same survey at the CFO Summit, the execs thought the biggest perceived risks were security of data, ability to move data back, and the ability to create a business case to actually justify the risks. So that’s the list of pros and cons. Not to leave you hanging, I will do another post on how to balance these pros and cons and make the right decision for your business.

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• The Arab HEUG is now a reality, and other random thoughts

  - by user9147039

  I just returned from Doha, Qatar where the first of its kind HEUG (Higher Education User Group) meeting for institutions in the Middle East and North Africa was held at Qatar University and jointly hosted by Damman University from Saudi Arabia. Over 80 delegates attended including representation from education institutions in Oman, Saudi Arabia, Lebanon, and Qatar. There are many other regional HEUG organizations in place (in Australia/New Zealand, APAC, EMEA, as well as smaller regional HEUG’s in the Netherlands, South Africa, and in regions of the US), but it was truly an accomplishment to see this Middle East/North Africa group organize and launch their chapter with a meeting of this quality. To be known as the Arab HEUG going forward, I am excited about the prospects for sharing between the institutions and for the growth of Oracle solutions in the region. In particular the hosts for the event (Qatar University) did a masterful job with logistics and organization, and the quality of the event was a testament to their capabilities. Among the more interesting and enlightening presentations I attended were one from Dammam University on the lessons learned from their implementation of Campus Solutions and transition off of Banner, as well as the use by Qatar University E-business Suite for grants management (both pre-and post-award). The most notable fact coming from this latter presentation was the fit (89%) of e-Business Suite Grants to the university’s requirements. In a few weeks time we will be convening the 5th meeting of the Oracle Education & Research Industry Strategy Council in Redwood Shores (5th since my advent into my current role). The main topics of discussion will be around our Higher Education Applications Strategy for the future (including cloud approaches to ERP (HCM, Finance, and Student Information Systems), how some cases studies on the benefits of leveraging delivered functionality and extensibility in the software (versus customization). On the second day of the event we will turn our attention to Oracle in Research and also budgeting and planning in higher education. Both of these sessions will include significant participation from council members in the form of panel discussions. Our EVP’s for Systems (John Fowler) and for Global Cloud Services and North America application sales (Joanne Olson) will join us for the discussion. I recently read a couple of articles that were surprising to me. The first was from Inside Higher Ed on October 15 entitled, “As colleges prepare for major software upgrades, Kuali tries to woo them from corporate vendors.” It continues to disappointment that after all this time we are still debating whether it is better to build enterprise software through open or community source initiatives when fully functional, flexible, supported, and widely adopted options exist in the marketplace. Over a decade or more ago when these solutions were relatively immature and there was a great deal of turnover in the market I could appreciate the initiatives like Kuali. But let’s not kid ourselves – the real objective of this movement is to counter a perceived predatory commercial software industry. Again, when commercial solutions are deployed as written without significant customization, and standard business processes are adopted, the cost of these solutions (relative to the value delivered) is quite low, and certain much lower than the massive investment (and risk) in in-house developers to support a bespoke community source system. In this era of cost pressures in education and the need to refocus resources on teaching, learning, and research, I believe it’s bordering on irresponsible to continue to pursue open-source ERP. Many of the adopter’s total costs are staggering and have little to show for their efforts and expended resources. The second article was recently in the Chronicle of Higher Education and was entitled “’Big Data’ Is Bunk, Obama Campaign’s Tech Guru Tells University Leaders.” This one was so outrageous I almost don’t want to legitimize it by referencing it here. In the article the writer relays statements made by Harper Reed, President Obama’s former CTO for his 2012 re-election campaign, that big data solutions in education have no relevance and are akin to snake oil. He goes on to state that while he’s a fan of data-driven decision making in education, most of the necessary analysis can be accomplished in Excel spreadsheets. Yeah… right. This is exactly what ails education (higher education in particular). Dozens of shadow and siloed systems running on spreadsheets with limited-to-no enterprise wide initiatives to harness the data-rich environment that is a higher ed institution and transform the data into useable information. I’ll grant Mr. Reed that “Big Data” is overused and hackneyed, but imperatives like improving student success in higher education are classic big data problems that data-mining and predictive analytics can address. Further, higher ed need to be producing a massive amount more data scientists and analysts than are currently in the pipeline, to further this discipline and application of these tools to many many other problems across multiple industries.

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• Java EE and GlassFish Server Roadmap Update

  - by John Clingan

  2013 has been a stellar year for both the Java EE and GlassFish Server communities. On June 12, Oracle and its partners announced the release of Java EE 7, which delivers on three major themes – HTML5, developer productivity, and meeting enterprise demands. The online event attracted over 10,000 views in the first two days! During the online event, Oracle also announced the availability of GlassFish Server Open Source Edition 4, the world's first Java EE 7 compatible application server. The primary role of GlassFish Server Open Source Edition has been, and continues to be, driving adoption of the latest release of the Java Platform, Enterprise Edition. Oracle also announced the Java EE 7 SDK, which bundles GlassFish Server Open Source Edition 4, as a Java EE 7 learning aid. Last, Oracle publicly announced the Java EE 7 reference implementation based on GlassFish Server Open Source Edition 4. Java EE is a popular platform, as evidenced by the 20+ Java EE 6 compatible implementations available to choose from. After the launch of Java EE 7 and GlassFish Server Open Source Edition 4, we began planning the Java EE 8 roadmap, which was covered during the JavaOne Strategy Keynote. To summarize, there is a lot of interest in improving on HTML5 support, Cloud, and investigating NoSQL support. We received a lot of great feedback from the community and customers on what they would like to see in Java EE 8. As we approached JavaOne 2013, we started planning the GlassFish Server roadmap. What we announced at JavaOne was that GlassFish Server Open Source Edition 4.1 is scheduled for 2014. Here is an update to that roadmap. GlassFish Server Open Source Edition 4.1 is scheduled for 2014 We are planning updates as needed to GlassFish Server Open Source Edition, which is commercially unsupported As we head towards Java EE 8: The trunk will eventually transition to GlassFish Server Open Source Edition 5 as a Java EE 8 implementation The Java EE 8 Reference Implementation will be derived from GlassFish Server Open Source Edition 5. This replicates what has been done in past Java EE and GlassFish Server releases. Oracle will no longer release future major releases of Oracle GlassFish Server with commercial support – specifically Oracle GlassFish Server 4.x with commercial Java EE 7 support will not be released. Commercial Java EE 7 support will be provided from WebLogic Server. Oracle GlassFish Server will not be releasing a 4.x commercial version Expanding on that last bullet, new and existing Oracle GlassFish Server 2.1.x and 3.1.x commercial customers will continue to be supported according to the Oracle Lifetime Support Policy. Oracle recommends that existing commercial Oracle GlassFish Server customers begin planning to move to Oracle WebLogic Server, which is a natural technical and license migration path forward: Applications developed to Java EE standards can be deployed to both GlassFish Server and Oracle WebLogic Server GlassFish Server and Oracle WebLogic Server have implementation-specific deployment descriptor interoperability (here and here). GlassFish Server 3.x and Oracle WebLogic Server share quite a bit of code, so there are quite a bit of configuration and (extended) feature similarities. Shared code includes JPA, JAX-RS, WebSockets (pre JSR 356 in both cases), CDI, Bean Validation, JAX-WS, JAXB, and WS-AT. Both Oracle GlassFish Server 3.x and Oracle WebLogic Server 12c support Oracle Access Manager, Oracle Coherence, Oracle Directory Server, Oracle Virtual Directory, Oracle Database, Oracle Enterprise Manager and are entitled to support for the underlying Oracle JDK. To summarize, Oracle is committed to the future of Java EE.  Java EE 7 has been released and planning for Java EE 8 has begun. GlassFish Server Open Source Edition continues to be the strategic foundation for Java EE reference implementation going forward. And for developers, updates will be delivered as needed to continue to deliver a great developer experience for GlassFish Server Open Source Edition. We are planning for GlassFish Server Open Source Edition 5 as the foundation for the Java EE 8 reference implementation, as well as bundling GlassFish Server Open Source Edition 5 in a Java EE 8 SDK, which is the most popular distribution of GlassFish. This will allow GlassFish releases to be more focused on the Java EE platform and community-driven requirements. We continue to encourage community contributions, bug reports, participation on the GlassFish forum, etc. Going forward, Oracle WebLogic Server will be the single strategic commercially supported application server from Oracle. Disclaimer: The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract.It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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• IRM Item Codes &ndash; what are they for?

  - by martin.abrahams

  A number of colleagues have been asking about IRM item codes recently – what are they for, when are they useful, how can you control them to meet some customer requirements? This is quite a big topic, but this article provides a few answers. An item code is part of the metadata of every sealed document – unless you define a custom metadata model. The item code is defined when a file is sealed, and usually defaults to a timestamp/filename combination. This time/name combo tends to make item codes unique for each new document, but actually item codes are not necessarily unique, as will become clear shortly. In most scenarios, item codes are not relevant to the evaluation of a user’s rights - the context name is the critical piece of metadata, as a user typically has a role that grants access to an entire classification of information regardless of item code. This is key to the simplicity and manageability of the Oracle IRM solution. Item codes are occasionally exposed to users in the UI, but most users probably never notice and never care. Nevertheless, here is one example of where you can see an item code – when you hover the mouse pointer over a sealed file. As you see, the item code for this freshly created file combines a timestamp with the file name. But what are item codes for? The first benefit of item codes is that they enable you to manage exceptions to the policy defined for a context. Thus, I might have access to all oracle – internal files - except for 2011_03_11 13:33:29 Board Minutes.sdocx. This simple mechanism enables Oracle IRM to provide file-by-file control where appropriate, whilst offering the scalability and manageability of classification-based control for the majority of users and content. You really don’t want to be managing each file individually, but never say never. Item codes can also be used for the opposite effect – to include a file in a user’s rights when their role would ordinarily deny access. So, you can assign a role that allows access only to specified item codes. For example, my role might say that I have access to precisely one file – the one shown above. So how are item codes set? In the vast majority of scenarios, item codes are set automatically as part of the sealing process. The sealing API uses the timestamp and filename as shown, and the user need not even realise that this has happened. This automatically creates item codes that are for all practical purposes unique - and that are also intelligible to users who might want to refer to them when viewing or assigning rights in the management UI. It is also possible for suitably authorised users and applications to set the item code manually or programmatically if required. Setting the item code manually using the IRM Desktop The manual process is a simple extension of the sealing task. An authorised user can select the Advanced… sealing option, and will see a dialog that offers the option to specify the item code. To see this option, the user’s role needs the Set Item Code right – you don’t want most users to give any thought at all to item codes, so by default the option is hidden. Setting the item code programmatically A more common scenario is that an application controls the item code programmatically. For example, a document management system that seals documents as part of a workflow might set the item code to match the document’s unique identifier in its repository. This offers the option to tie IRM rights evaluation directly to the security model defined in the document management system. Again, the sealing application needs to be authorised to Set Item Code. The Payslip Scenario To give a concrete example of how item codes might be used in a real world scenario, consider a Human Resources workflow such as a payslips. The goal might be to allow the HR team to have access to all payslips, but each employee to have access only to their own payslips. To enable this, you might have an IRM classification called Payslips. The HR team have a role in the normal way that allows access to all payslips. However, each employee would have an Item Reader role that only allows them to access files that have a particular item code – and that item code might match the employee’s payroll number. So, employee number 123123123 would have access to items with that code. This shows why item codes are not necessarily unique – you can deliberately set the same code on many files for ease of administration. The employees might have the right to unseal or print their payslip, so the solution acts as a secure delivery mechanism that allows payslips to be distributed via corporate email without any fear that they might be accessed by IT administrators, or forwarded accidentally to anyone other than the intended recipient. All that remains is to ensure that as each user’s payslip is sealed, it is assigned the correct item code – something that is easily managed by a simple IRM sealing application. Each month, an employee’s payslip is sealed with the same item code, so you do not need to keep amending the list of items that the user has access to – they have access to all documents that carry their employee code.

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• Process Centric Banking: Loan Origination Solution

  - by Manish Palaparthy

  There is an old proverb that goes, "The difference between theory and practice is greater in practice than in theory". So, we keep doing numerous "Proof of Concepts" with our own products on various business cases to analyze them deeply, understand and explain to our customers. We then present our learnings as they happened. The awareness of each PoC should help readers increase the trustworthiness of the results coming out of these PoCs. I present one such PoC where we invested a lot of time&effort.  Process Centric Banking : Loan Origination Solution Loan Origination is a process by which a borrower applies for a new loan and the lender processes that application. Loan origination includes the series of steps taken by the bank from the point the customer shows interest in a loan product all the way to disbursal of funds. The Loan Origination process is relevant for many kind of lenders in Financial services: Banks, Credit Unions, NBFCs(Non Banking Financial Companies) and so on. For simplicity sake, I will use "Bank" as the lending institution in the rest of my article.  Loan Origination is one of the core processes for Banks as it is the process by which the it creates assets against which the Institution earns most of its profits from. A well tuned loan origination process can affect the Bank in many positive ways. Banks have always shown great interest in automating the loan origination process for the above reason. However, due the constant changes in customer environment, market dynamics, prevailing economic conditions, cost pressures & regulatory environment they run into lot of challenges. Let me categorize some of these challenges for you Customer Environment Multiple Channels: Customer can use any of the available channels (Internet Banking, Email, Fax, Branch, Phone Banking, ATM, Broker, Mobile, Snail Mail) to perform all or some of the activities related to her Visibility into the origination process: Expect immediate update on the status of loan processing & alert messages Reduced Turn Around Time: Expect loans to be processed with least turn around time Reduced loan processing fees: Partly due to market dynamics the customer expects the loan processing fee to be negligible Market Dynamics Competitive environment:  The competition keeps creating many variants of loan products to attract customers, the bank needs to create similar product variants with better offers to attract customers or keep existing ones Ability to migrate loans from one vendor to another: It has become really easy for retail customers to move from one bank to the other given the low fee of loan processing and highly attractive offers. How does the bank protect it's customer base while actively engaging with potential customers banking with competitor banks Flexibility to react to market developments: Market development greatly influence loan processing, underwriting, asset valuation, risk mitigation rules. Can the bank modify rules and policies, the idea is not just to react to market developments but to pro-actively manage new developments Economic conditions Constant change in various rates and their implications on the rates and rules applied when on-boarding a loan: How quickly can the bank apply changes to rates offered to customers when the central bank changes various rates Requirements of Audit by the central banker: Tough economic conditions have demanded much more stringent audit rules and tests. The banks needs to produce ready reports(historic & operational) for audit compliance Risk Mitigation: While risk mitigation has always been a key concern for the bank, this is the area where the bank's underwriters & risk analysts spend the maximum time when processing a loan application. In order to reduce TAT the bank cannot compromise on its risk mitigation strategies Cost pressures Reduce Cost of processing per application: To deliver a reduced loan processing fee to the customer, the bank needs to keep its cost per processing loan application low. Meet customer TAT expectations while reducing the queues and the systems being used to process the loan application: The loan application could potentially be spending a lot of time waiting in the queue for further processing. Different volumes & patterns of applications demand different queuing algorithms. The bank needs to have real-time visibility into these queues and have the flexibility to change queuing algorithms at runtime  Increase the use of electronic communication and reduce the branch channel usage: Lesser automation leads not only leads to Increased turn around time, it also impacts more costs to reach out to customers The objective of our PoC was to implement a Loan Origination Solution whose ownership lies with the bank and effectively meet the challenges listed above. We built a simple story board for the solution We then went about implementing our storyboard using Oracle BPM Suite, Webcenter Content : Imaging. The web UI has been built on ADF technolgies, while the integration with core-services has been implemented using the underlying SOA infrastructure. The BPM process model is quite exhaustive can meet all the challenges listed above to reasonable degree. A bank intending to implement an end-to-end Loan Origination Solution has multiple options at it's disposal. It can Develop a customer Loan Origination Application from scratch: Gives maximum opportunity to build what you want but inflexible to upgrade and maintain. Higher TCO in long term Buy a Packaged application & customize it: Customizing a generic loan application can be tedious and prove as difficult as above. Build it using many disparate & un-integrated tools: Initially seems easier than developing from scratch. But, without integrated tool sets this is not a viable approach either or A solution based on a Framework: Independent Services and Business Process Modeling provide decoupled architecture that is flexible. We built this framework end-to-end with processes the core process of loan origination & several sub-processes such as Analyse and define customer needs, customer credit verification, identity check processes, legal review process, New customer registration & risk assessment.

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• Walmart and Fusion Apps

  - by ultan o'broin

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

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