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  • ACORD LOMA Session Highlights Policy Administration Trends

    - by [email protected]
    Helen Pitts, senior product marketing manager for Oracle Insurance, attended and is blogging from the ACORD LOMA Insurance Forum this week. Above: Paul Vancheri, Chief Information Officer, Fidelity Investments Life Insurance Company. Vancheri gave a presentation during the ACORD LOMA Insurance Systems Forum about the key elements of modern policy administration systems and how insurers can mitigate risk during legacy system migrations to safely introduce new technologies. When I had a few particularly challenging honors courses in college my father, a long-time technology industry veteran, used to say, "If you don't know how to do something go ask the experts. Find someone who has been there and done that, don't be afraid to ask the tough questions, and apply and build upon what you learn." (Actually he still offers this same advice today.) That's probably why my favorite sessions at industry events, like the ACORD LOMA Insurance Forum this week, are those that include insight on industry trends and case studies from carriers who share their experiences and offer best practices based upon their own lessons learned. I had the opportunity to attend a particularly insightful session Wednesday as Craig Weber, senior vice president of Celent's Insurance practice, and Paul Vancheri, CIO of Fidelity Life Investments, presented, "Managing the Dynamic Insurance Landscape: Enabling Growth and Profitability with a Modern Policy Administration System." Policy Administration Trends Growing the business is the top issue when it comes to IT among both life and annuity and property and casualty carriers according to Weber. To drive growth and capture market share from competitors, carriers are looking to modernize their core insurance systems, with 65 percent of those CIOs participating in recent Celent research citing plans to replace their policy administration systems. Weber noted that there has been continued focus and investment, particularly in the last three years, by software and technology vendors to offer modern, rules-based, configurable policy administration solutions. He added that these solutions are continuing to evolve with the ongoing aim of helping carriers rapidly meet shifting business needs--whether it is to launch new products to market faster than the competition, adapt existing products to meet shifting consumer and /or regulatory demands, or to exit unprofitable markets. He closed by noting the top four trends for policy administration either in the process of being adopted today or on the not-so-distant horizon for the future: Underwriting and service desktops New business automation Convergence of ultra-configurable and domain content-rich systems Better usability and screen design Mitigating the Risk When Making the Decision to Modernize Third-party analyst research from advisory firms like Celent was a key part of the due diligence process for Fidelity as it sought a replacement for its legacy policy administration system back in 2005, according to Vancheri. The company's business opportunities were outrunning system capability. Its legacy system had not been upgraded in several years and was deficient from a functionality and currency standpoint. This was constraining the carrier's ability to rapidly configure and bring new and complex products to market. The company sought a new, modern policy administration system, one that would enable it to keep pace with rapid and often unexpected industry changes and ahead of the competition. A cross-functional team that included representatives from finance, actuarial, operations, client services and IT conducted an extensive selection process. This process included deep documentation review, pilot evaluations, demonstrations of required functionality and complex problem-solving, infrastructure integration capability, and the ability to meet the company's desired cost model. The company ultimately selected an adaptive policy administration system that met its requirements to: Deliver ease of use - eliminating paper and rework, while easing the burden on representatives to sell and service annuities Provide customer parity - offering Web-based capabilities in alignment with the company's focus on delivering a consistent customer experience across its business Deliver scalability, efficiency - enabling automation, while simplifying and standardizing systems across its technology stack Offer desired functionality - supporting Fidelity's product configuration / rules management philosophy, focus on customer service and technology upgrade requirements Meet cost requirements - including implementation, professional services and licenses fees and ongoing maintenance Deliver upon business requirements - enabling the ability to drive time to market for new products and flexibility to make changes Best Practices for Addressing Implementation Challenges Based upon lessons learned during the company's implementation, Vancheri advised carriers to evaluate staffing capabilities and cultural impacts, review business requirements to avoid rebuilding legacy processes, factor in dependent systems, and review policies and practices to secure customer data. His formula for success: upfront planning + clear requirements = precision execution. Achieving a Return on Investment Vancheri said the decision to replace their legacy policy administration system and deploy a modern, rules-based system--before the economic downturn occurred--has been integral in helping the company adapt to shifting market conditions, while enabling growth in its direct channel sales of variable annuities. Since deploying its new policy admin system, the company has reduced its average time to market for new products from 12-15 months to 4.5 months. The company has since migrated its other products to the new system and retired its legacy system, significantly decreasing its overall product development cycle. From a processing standpoint Vancheri noted the company has achieved gains in automation, information, and ease of use, resulting in improved real-time data edits, controls for better quality, and tax handling capability. Plus, with by having only one platform to manage, the company has simplified its IT environment and is well positioned to deliver system enhancements for greater efficiencies. Commitment to Continuing the Investment In the short and longer term future Vancheri said the company plans to enhance business functionality to support money movement, wire automation, divorce processing on payout contracts and cost-based tracking improvements. It also plans to continue system upgrades to remain current as well as focus on further reducing cycle time, driving down maintenance costs, and integrating with other products. Helen Pitts is senior product marketing manager for Oracle Insurance focused on life/annuities and enterprise document automation.

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  • Going Paperless

    - by Jesse
    One year ago I came to work for a company where the entire development team is 100% “remote”; we’re spread over 3 time zones and each of us works from home. This seems to be an increasingly popular way for people to work and there are many articles and blog posts out there enumerating the advantages and disadvantages of working this way. I had read a lot about telecommuting before accepting this job and felt as if I had a pretty decent idea of what I was getting into, but I’ve encountered a few things over the past year that I did not expect. Among the most surprising by-products of working from home for me has been a dramatic reduction in the amount of paper that I use on a weekly basis. Hoarding In The Workplace Prior to my current telecommute job I worked in what most would consider pretty traditional office environments. I sat in cubicles furnished with an enormous plastic(ish) modular desks, had a mediocre (at best) PC workstation, and had ready access to a seemingly endless supply of legal pads, pens, staplers and paper clips. The ready access to paper, countless conference room meetings, and abundance of available surface area on my desk and in drawers created a perfect storm for wasting paper. I brought a pad of paper with me to every meeting I ever attended, scrawled some brief notes, and then tore that sheet off to keep next to my keyboard to follow up on any needed action items. Once my immediate need for the notes was fulfilled, that sheet would get shuffled off into a corner of my desk or filed away in a drawer “just in case”. I would guess that for all of the notes that I ever filed away, I might have actually had to dig up and refer to 2% of them (and that’s probably being very generous). That said, on those rare occasions that I did have to dig something up from old notes, it was usually pretty important and I ended up being very glad that I saved them. It was only when I would leave a job or move desks that I would finally gather all those notes together and take them to shredding bin to be disposed of. When I left my last job the amount of paper I had accumulated over my three years there was absurd, and I knew coworkers who had substance-abuse caliber paper wasting addictions that made my bad habit look like nail-biting in comparison. A Product Of My Environment I always hated using all of this paper, but simply couldn’t bring myself to stop. It would look bad if I showed up to an important conference room meeting without a pad of paper. What if someone said something profound! Plus, everyone else always brought paper with them. If you saw someone walking down the hallway with a pad of paper in hand you knew they must be on their way to a conference room meeting. Some people even had fancy looking portfolio notebook sheaths that gave their legal pads all the prestige of a briefcase. No one ever worried about running out of fresh paper because there was an endless supply, and there certainly was no shortage of places to store and file used paper. In short, the traditional office was setup for using tons and tons of paper; it’s baked into the culture there. For that reason, it didn’t take long for me to kick the paper habit once I started working from home. In my home office, desk and drawer space are at a premium. I don’t have the budget (or the tolerance) for huge modular office furniture in my spare bedroom. I also no longer have access to a bottomless pit of office supplies stock piled in cabinets and closets. If I want to use some paper, I have to go out and buy it. Finally (and most importantly), all of the meetings that I have to attend these days are “virtual”. We use instant messaging, VOIP, video conferencing, and e-mail to communicate with each other. All I need to take notes during a meeting is my computer, which I happen to be sitting right in front of all day. I don’t have any hard numbers for this, but my gut feeling is that I actually take a lot more notes now than I ever did when I worked in an office. The big difference is I don’t have to use any paper to do so. This makes it far easier to keep important information safe and organized. The Right Tool For The Job When I first started working from home I tried to find a single application that would fill the gap left by the pen and paper that I always had at my desk when I worked in an office. Well, there are no silver bullets and I’ve evolved my approach over time to try and find the best tool for the job at hand. Here’s a quick summary of how I take notes and keep everything organized. Notepad++ – This is the first application I turn to when I feel like there’s some bit of information that I need to write down and save. I use Launchy, so opening Notepad++ and creating a new file only takes a few keystrokes. If I find that the information I’m trying to get down requires a more sophisticated application I escalate as needed. The Desktop – By default, I save every file or other bit of information to the desktop. Anyone who has ever had to fix their parents computer before knows that this is a dangerous game (any file my mother has ever worked on is saved directly to the desktop and rarely moves anywhere else). I agree that storing things on the desktop isn’t a great long term approach to keeping organized, which is why I treat my desktop a bit like my e-mail inbox. I strive to keep both empty (or as close to empty as I possibly can). If something is on my desktop, it means that it’s something relevant to a task or project that I’m currently working on. About once a week I take things that I’m not longer working on and put them into my ‘Notes’ folder. The ‘Notes’ Folder – As I work on a task, I tend to accumulate multiple files associated with that task. For example, I might have a bit of SQL that I’m working on to gather data for a new report, a quick C# method that I came up with but am not yet ready to commit to source control, a bulleted list of to-do items in a .txt file, etc. If the desktop starts to get too cluttered, I create a new sub-folder in my ‘Notes’ folder. Each sub-folder’s name is the current date followed by a brief description of the task or project. Then all files related to that task or project go into that sub folder. By using the date as the first part of the folder name, these folders are automatically sorted in reverse chronological order. This means that things I worked on recently will generally be near the top of the list. Using the built-in Windows search functionality I now have a pretty quick and easy way to try and find something that I worked on a week ago or six months ago. Dropbox – Dropbox is a free service that lets you store up to 2GB of files “in the cloud” and have those files synced to all of the different computers that you use. My ‘Notes’ folder lives in Dropbox, meaning that it’s contents are constantly backed up and are always available to me regardless of which computer I’m using. They also have a pretty decent iPhone application that lets you browse and view all of the files that you have stored there. The free 2GB edition is probably enough for just storing notes, but I also pay $99/year for the 50GB storage upgrade and keep all of my music, e-books, pictures, and documents in Dropbox. It’s a fantastic service and I highly recommend it. Evernote – I use Evernote mostly to organize information that I access on a fairly regular basis. For example, my Evernote account has a running grocery shopping list, recipes that my wife and I use a lot, and contact information for people I contact infrequently enough that I don’t want to keep them in my phone. I know some people that keep nearly everything in Evernote, but there’s something about it that I find a bit clunky, so I tend to use it sparingly. Google Tasks – One of my biggest paper wasting habits was keeping a running task-list next to my computer at work. Every morning I would sit down, look at my task list, cross off what was done and add new tasks that I thought of during my morning commute. This usually resulted in having to re-copy the task list onto a fresh sheet of paper when I was done. I still keep a running task list at my desk, but I’ve started using Google Tasks instead. This is a dead-simple web-based application for quickly adding, deleting, and organizing tasks in a simple checklist style. You can quickly move tasks up and down on the list (which I use for prioritizing), and even create sub-tasks for breaking down larger tasks into smaller pieces. Balsamiq Mockups – This is a simple and lightweight tool for creating drawings of user interfaces. It’s great for sketching out a new feature, brainstorm the layout of a interface, or even draw up a quick sequence diagram. I’m terrible at drawing, so Balsamiq Mockups not only lets me create sketches that other people can actually understand, but it’s also handy because you can upload a sketch to a common location for other team members to access. I can honestly say that using these tools (and having limited resources at home) have lead me to cut my paper usage down to virtually none. If I ever were to return to a traditional office workplace (hopefully never!) I’d try to employ as many of these applications and techniques as I could to keep paper usage low. I feel far less cluttered and far better organized now.

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  • Podcast Show Notes: William Ulrich and Neal McWhorter on Business Architecture

    - by Bob Rhubart
    The latest ArchBeat podcast program features a four-part conversation with William Ulrich and Neal McWhorter, the authors of Business Architecture: The Art and Practice of Business Transformation, available from Meghan-Kiffer Press. Listen to Part 1 Bill and Neal cover the basics and discuss the effects of the lack of business architecture on organizations. Listen to Part 2 (Jan 19) What really happens to the billions of dollars annually invested in IT. Listen to Part 3 (Jan 26) Why the IT and business sides of many organizations can’t play nice. Listen to Part 4 (Feb 2) How IT architects and business architects can work together to get the ship back on course and keep it there. Connect William Ulrich Website | LinkedIn | Business Architecture Guild Neal McWhorter Website | LinkedIn | Business Architecture Group on OMG Coming Soon Bob Hensle, Director, Oracle Enterprise Architecture Group, discusses the recently launched IT Solutions from Oracle (ITSO) library of documents. Excerpts from a recent OTN Architect Community Virtual Meet-up. Stay tuned: RSS del.icio.us Tags: business architecture,enterprise architecture,arch2arch,archbeat,podcast,business transformation,oracle,oracle technology network Technorati Tags: business architecture,enterprise architecture,arch2arch,archbeat,podcast,business transformation,oracle,oracle technology network

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  • WebDAV "PROPFIND" exception in IIS due to network share?

    - by jacko
    Hi all, We're finding continuous exceptions in our event viewer on our live box to the following exception: [snippet] Process information: Process ID: 3916 Process name: w3wp.exe Account name: NT AUTHORITY\NETWORK SERVICE Exception information: Exception type: HttpException Exception message: Path 'PROPFIND' is forbidden. Thread information: Thread ID: 14 Thread account name: OURDOMAIN\Account Is impersonating: True Stack trace: at System.Web.HttpMethodNotAllowedHandler.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Other Specs: Windows Server 2003 R2 & IIS 6.0 We've narrowed it down to occuring when people try to access shares on the box from within the network, and have discovered (we think) that its due to the WebDAV web services extension being previously disabled by past staff. The exceptions are being thrown when trying to access directories that are virtual dirs in IIS, and plain old UNC network shares What the implications for enabling the WebDAV extensions on our live web server? And will this solve our problems with the exceptions in our event log?

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  • How to use Ajax Validator Collout Extender

    - by SAMIR BHOGAYTA
    Steps:- Step 1 : Insert any validation control with textbox Step 2 : Insert Validator Collout Extender with validation control from the Ajax Control Toolkit Step 3 : Set the property of the Validation control : ControlToValidate,ErrorMessage,SetFocusOnError=True,Display=none and Give the proper name to the validation control Step 4 : Set the ValidationControlID into the Validator collout Extender Property TargetControlID

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  • Can I save & store a user's submission in a way that proves that the data has not been altered, and that the timestamp is accurate?

    - by jt0dd
    There are many situations where the validity of the timestamp attached to a certain post (submission of information) might be invaluable for the post owner's legal usage. I'm not looking for a service to achieve this, as requested in this great question, but rather a method for the achievement of such a service. For the legal (in most any law system) authentication of text content and its submission time, the owner of the content would need to prove: that the timestamp itself has not been altered and was accurate to begin with. that the text content linked to the timestamp had not been altered I'd like to know how to achieve this via programming (not a language-specific solution, but rather the methodology behind the solution). Can a timestamp be validated to being accurate to the time that the content was really submitted? Can data be stored in a form that it can be read, but not written to, in a proven way? In other words, can I save & store a user's submission in a way that proves that the data has not been altered, and that the timestamp is accurate? I can't think of any programming method that would make this possible, but I am not the most experienced programmer out there. Based on MidnightLightning's answer to the question I cited, this sort of thing is being done. Clarification: I'm looking for a method (hashing, encryption, etc) that would allow an average guy like me to achieve the desired effect through programming. I'm interested in this subject for the purpose of Defensive Publication. I'd like to learn a method that allows an every-day programmer to pick up his computer, write a program, pass information through it, and say: I created this text at this moment in time, and I can prove it. This means the information should be protected from the programmer who writes the code as well. Perhaps a 3rd party API would be required. I'm ok with that.

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  • Why are some checkboxes in Software Updater disabled?

    - by Drew Noakes
    In Ubuntu 13.04, the Software Updater shows some apps as having updates, but they're non-selectable: It's not clear why they're greyed out. On the command line: $ sudo apt-get upgrade Reading package lists... Done Building dependency tree Reading state information... Done The following packages have been kept back: gnuplot-nox gnuplot-x11 nvidia-current 0 upgraded, 0 newly installed, 0 to remove and 3 not upgraded. Note too that running apt-get dist-upgrade does not cause them to be installed either, as it sometimes does with packages that are kept back. Here's the output: $ sudo apt-get dist-upgrade Reading package lists... Done Building dependency tree Reading state information... Done Calculating upgrade... Done The following packages have been kept back: gnuplot-nox gnuplot-x11 nvidia-current 0 upgraded, 0 newly installed, 0 to remove and 3 not upgraded. I took @quidage's suggestion, which gives the following. However subsequent upgrades show the same message: $ sudo apt-get install -f Reading package lists... Done Building dependency tree Reading state information... Done 0 upgraded, 0 newly installed, 0 to remove and 3 not upgraded.

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  • What are Web runtime environments and programming languages

    - by Bradly Spicer
    I've been looking into the details behind these two different categories: Web runtime environments Web application programming languages I believe I have the correct information and have phrased it correctly but I am unsure. I have been searching for a while but only find snippets of information or what I can see as useless information (I could be wrong). Here are my descriptions so far: Web runtime environments - A Run-time environment implements part of the core behaviour of any computer language and allows it to be modified via an API or embedded domain-specific language. A web runtime environment is similar except it uses web based languages such as Java-script which utilises the core behaviour a computer language. Another example of a Run-time environment web language is JsLibs which is a standable JavaScript development runtime environment for using JavaScript as a general all round scripting language. JavaScript is often used to create responsive interfaces which improve the user experience and provide dynamic functionality without having to wait for the server to react and direct to another page. Web application programming languages - A web application program language is something that mimics a traditional desktop application within a web page. For example, using PHP you can create forms and tables which use a database similar to that of Microsoft Excel. Some of the other languages for web application programming are: Ajax Perl Ruby Here are some of the resources used: http://en.wikipedia.org/wiki/Web_application_development http://code.google.com/p/jslibs/ I would like some confirmation that the descriptions I have created are correct as I am still slightly unsure as to whether I have hit the nail on the head.

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  • Customer Support Spotlight: Clemson University

    - by cwarticki
    I've begun a Customer Support Spotlight series that highlights our wonderful customers and Oracle loyalists.  A week ago I visited Clemson University.  As I travel to visit and educate our customers, I provide many useful tips/tricks and support best practices (as found on my blog and twitter). Most of all, I always discover an Oracle gem who deserves recognition for their hard work and advocacy. Meet George Manley.  George is a Storage Engineer who has worked in Clemson's Data Center all through college, partially in the Hardware Architecture group and partially in the Storage group. George and the rest of the Storage Team work with most all of the storage technologies that they have here at Clemson. This includes a wide array of different vendors' disk arrays, with the most of them being Oracle/Sun 2540's.  He also works with SAM/QFS, ACSLS, and our SL8500 Tape Libraries (all three Oracle/Sun products). (pictured L to R, Matt Schoger (Oracle), Mark Flores (Oracle) and George Manley) George was kind enough to take us for a data center tour.  It was amazing.  I rarely get to see the inside of data centers, and this one was massive. Clemson Computing and Information Technology’s physical resources include the main data center located in the Information Technology Center at the Innovation Campus and Technology Park. The core of Clemson’s computing infrastructure, the data center has 21,000 sq ft of raised floor and is powered by a 14MW substation. The ITC power capacity is 4.5MW.  The data center is the home of both enterprise and HPC systems, and is staffed by CCIT staff on a 24 hour basis from a state of the art network operations center within the ITC. A smaller business continuance data center is located on the main campus.  The data center serves a wide variety of purposes including HPC (supercomputing) resources which are shared with other Universities throughout the state, the state's medicaid processing system, and nearly all other needs for Clemson University. Yes, that's no typo (14,256 cores and 37TB of memory!!! Thanks for the tour George and thank you very much for your time.  The tour was fantastic. I enjoyed getting to know your team and I look forward to many successes from Clemson using Oracle products. -Chris WartickiGlobal Customer Management

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  • How to use Ajax : CollapsiblePanelExtender in ASP.NET

    - by SAMIR BHOGAYTA
    //It is simple method, Other properties will be set which you want Step 1: Take one panel and all the content you want to collapse put into this panel. Step 2: Set the Collapsed Property true. Step 3: ExpandControlID/CollapseControlID : The Controls that will expand or collapse the panel on a click, respectively. If these values are the same, the panel will automatically toggle its state on each click. Step 4: TargetControlID is PanelID Step 5: Select Panel and Set the Property SuppressPostBack="True"

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  • Silverlight 4 and Windows Phone Development

    - by Bobby Diaz
    There were a lot of announcements made during the keynote at MIX10 today, most notable were the releases of Silverlight 4 RC, Silverlight 4 Tools for Visual Studio 2010, Expression Blend 4 Beta and the Windows Phone 7 Developer Tools.  I was glad to see that developers will be able to use Silverlight to create awesome applications for Windows Phone 7 so we can reuse our WPF and Silverlight skills to target mobile devices! With so much information coming out of this conference, I wanted to be sure to save a list of links that I can quickly reference as I learn about these exciting new technologies: Silverlight 4 A guide to what has changed in the Silverlight 4 RC Silverlight 4 Beta – A guide to the new features WCF RIA Services Silverlight 4 Information Silverlight Toolkit  March 2010 Release  was still showing Nov09 at time of posting… Windows Phone 7 Getting Started with Silverlight and Windows Phone 7 Development Building your first Silverlight for Windows Phone Application Silverlight for Windows Phone Windows Phone for Developers Developing for Windows Phone 7 Series Whew, and that’s just from day 1!  Can’t wait to see what else comes out tomorrow.  Hopefully these links will give you a good starting point for Silverlight 4 and Windows Phone 7 information. Enjoy!

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  • A New Year’s Celebration in June

    - by Kristin Rose
    Happy Oracle New Year Everyone! Last week marked the official start to FY13 and we could not be more pleased with all that lies ahead this quarter, and all that we accomplished in the last…especially our newly updated Oracle PartnerNetwork (OPN) Solutions Catalog. If you thought it was great before, just wait until you see it now. We are ringing in our New Year right by fully equipping partners with the necessary tools they need to have another successful year. The Solutions Catalog will help draw attention to your partner services and offerings, highlighting your expertise. The Solutions Catalog is a centralized and easy way to navigate this customer friendly site. Some of the exciting advancements include: A streamlined search interface A robust lead capture tool that requests the contact information of potential customers A professional display of customer recommendations to showcase your skill set A partner dashboard with enhanced profile creation and an improved publication process Most exciting of all, updating your profile is easier than ever with the updated partner dashboard. Keeping your partner profile up to date will help to ensure customers are looking at the correct information about your company, and can easily stay on-top of any new developments or Specializations you receive. So don’t cut yourself short, be sure to update your profile today if you haven’t already done so. For more information on the exciting upgrades available to you, visit the ‘Resources for Partners’ page or watch Takane Aizeki, Principle Portal Manager at Oracle, walk through the upgraded Solutions Catalog and the different ways to showcase your value as an Oracle solution provider. Cheers,Lydia SmyersGroup Vice PresidentWWA&C and Communications

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  • Get Started using Build-Deploy-Test Workflow with TFS 2012

    - by Jakob Ehn
    TFS 2012 introduces a new type of Lab environment called Standard Environment. This allows you to setup a full Build Deploy Test (BDT) workflow that will build your application, deploy it to your target machine(s) and then run a set of tests on that server to verify the deployment. In TFS 2010, you had to use System Center Virtual Machine Manager and involve half of your IT department to get going. Now all you need is a server (virtual or physical) where you want to deploy and test your application. You don’t even have to install a test agent on the machine, TFS 2012 will do this for you! Although each step is rather simple, the entire process of setting it up consists of a bunch of steps. So I thought that it could be useful to run through a typical setup.I will also link to some good guidance from MSDN on each topic. High Level Steps Install and configure Visual Studio 2012 Test Controller on Target Server Create Standard Environment Create Test Plan with Test Case Run Test Case Create Coded UI Test from Test Case Associate Coded UI Test with Test Case Create Build Definition using LabDefaultTemplate 1. Install and Configure Visual Studio 2012 Test Controller on Target Server First of all, note that you do not have to have the Test Controller running on the target server. It can be running on another server, as long as the Test Agent can communicate with the test controller and the test controller can communicate with the TFS server. If you have several machines in your environment (web server, database server etc..), the test controller can be installed either on one of those machines or on a dedicated machine. To install the test controller, simply mount the Visual Studio Agents media on the server and browse to the vstf_controller.exe file located in the TestController folder. Run through the installation, you might need to reboot the server since it installs .NET 4.5. When the test controller is installed, the Test Controller configuration tool will launch automatically (if it doesn’t, you can start it from the Start menu). Here you will supply the credentials of the account running the test controller service. Note that this account will be given the necessary permissions in TFS during the configuration. Make sure that you have entered a valid account by pressing the Test link. Also, you have to register the test controller with the TFS collection where your test plan is located (and usually the code base of course) When you press Apply Settings, all the configuration will be done. You might get some warnings at the end, that might or might not cause a problem later. Be sure to read them carefully.   For more information about configuring your test controllers, see Setting Up Test Controllers and Test Agents to Manage Tests with Visual Studio 2. Create Standard Environment Now you need to create a Lab environment in Microsoft Test Manager. Since we are using an existing physical or virtual machine we will create a Standard Environment. Open MTM and go to Lab Center. Click New to create a new environment Enter a name for the environment. Since this environment will only contain one machine, we will use the machine name for the environment (TargetServer in this case) On the next page, click Add to add a machine to the environment. Enter the name of the machine (TargetServer.Domain.Com), and give it the Web Server role. The name must be reachable both from your machine during configuration and from the TFS app tier server. You also need to supply an account that is a local administration on the target server. This is needed in order to automatically install a test agent later on the machine. On the next page, you can add tags to the machine. This is not needed in this scenario so go to the next page. Here you will specify which test controller to use and that you want to run UI tests on this environment. This will in result in a Test Agent being automatically installed and configured on the target server. The name of the machine where you installed the test controller should be available on the drop down list (TargetServer in this sample). If you can’t see it, you might have selected a different TFS project collection. Press Next twice and then Verify to verify all the settings: Press finish. This will now create and prepare the environment, which means that it will remote install a test agent on the machine. As part of this installation, the remote server will be restarted. 3-5. Create Test Plan, Run Test Case, Create Coded UI Test I will not cover step 3-5 here, there are plenty of information on how you create test plans and test cases and automate them using Coded UI Tests. In this example I have a test plan called My Application and it contains among other things a test suite called Automated Tests where I plan to put test cases that should be automated and executed as part of the BDT workflow. For more information about Coded UI Tests, see Verifying Code by Using Coded User Interface Tests   6. Associate Coded UI Test with Test Case OK, so now we want to automate our Coded UI Test and have it run as part of the BDT workflow. You might think that you coded UI test already is automated, but the meaning of the term here is that you link your coded UI Test to an existing Test Case, thereby making the Test Case automated. And the test case should be part of the test suite that we will run during the BDT. Open the solution that contains the coded UI test method. Open the Test Case work item that you want to automate. Go to the Associated Automation tab and click on the “…” button. Select the coded UI test that you corresponds to the test case: Press OK and the save the test case For more information about associating an automated test case with a test case, see How to: Associate an Automated Test with a Test Case 7. Create Build Definition using LabDefaultTemplate Now we are ready to create a build definition that will implement the full BDT workflow. For this purpose we will use the LabDefaultTemplate.11.xaml that comes out of the box in TFS 2012. This build process template lets you take the output of another build and deploy it to each target machine. Since the deployment process will be running on the target server, you will have less problem with permissions and firewalls than if you were to remote deploy your solution. So, before creating a BDT workflow build definition, make sure that you have an existing build definition that produces a release build of your application. Go to the Builds hub in Team Explorer and select New Build Definition Give the build definition a meaningful name, here I called it MyApplication.Deploy Set the trigger to Manual Define a workspace for the build definition. Note that a BDT build doesn’t really need a workspace, since all it does is to launch another build definition and deploy the output of that build. But TFS doesn’t allow you to save a build definition without adding at least one mapping. On Build Defaults, select the build controller. Since this build actually won’t produce any output, you can select the “This build does not copy output files to a drop folder” option. On the process tab, select the LabDefaultTemplate.11.xaml. This is usually located at $/TeamProject/BuildProcessTemplates/LabDefaultTemplate.11.xaml. To configure it, press the … button on the Lab Process Settings property First, select the environment that you created before: Select which build that you want to deploy and test. The “Select an existing build” option is very useful when developing the BDT workflow, because you do not have to run through the target build every time, instead it will basically just run through the deployment and test steps which speeds up the process. Here I have selected to queue a new build of the MyApplication.Test build definition On the deploy tab, you need to specify how the application should be installed on the target server. You can supply a list of deployment scripts with arguments that will be executed on the target server. In this example I execute the generated web deploy command file to deploy the solution. If you for example have databases you can use sqlpackage.exe to deploy the database. If you are producing MSI installers in your build, you can run them using msiexec.exe and so on. A good practice is to create a batch file that contain the entire deployment that you can run both locally and on the target server. Then you would just execute the deployment batch file here in one single step. The workflow defines some variables that are useful when running the deployments. These variables are: $(BuildLocation) The full path to where your build files are located $(InternalComputerName_<VM Name>) The computer name for a virtual machine in a SCVMM environment $(ComputerName_<VM Name>) The fully qualified domain name of the virtual machine As you can see, I specify the path to the myapplication.deploy.cmd file using the $(BuildLocation) variable, which is the drop folder of the MyApplication.Test build. Note: The test agent account must have read permission in this drop location. You can find more information here on Building your Deployment Scripts On the last tab, we specify which tests to run after deployment. Here I select the test plan and the Automated Tests test suite that we saw before: Note that I also selected the automated test settings (called TargetServer in this case) that I have defined for my test plan. In here I define what data that should be collected as part of the test run. For more information about test settings, see Specifying Test Settings for Microsoft Test Manager Tests We are done! Queue your BDT build and wait for it to finish. If the build succeeds, your build summary should look something like this:

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