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  • Effectiveness and Efficiency

    - by Daniel Moth
    In the professional environment, i.e. at work, I am always seeking personal growth and to be challenged. The result is that my assignments, my work list, my tasks, my goals, my commitments, my [insert whatever word resonates with you] keep growing (in scope and desired impact). Which in turn means I have to keep finding new ways to deliver more value, while not falling into the trap of working more hours. To do that I continuously evaluate both my effectiveness and my efficiency. EFFECTIVENESS The first thing I check is my effectiveness: Am I doing the right things? Am I focusing too much on unimportant things? Am I spending more time doing stuff that is important to my team/org/division/business/company, or am I spending it on stuff that is important to me and that I enjoy doing? Am I valuing activities that maybe I have outgrown and should be delegated to others who are at a stage I have surpassed (in Microsoft speak: is the work I am doing level appropriate or am I still operating at the previous level)? Notice how the answers to those questions change over time and due to certain events, so I have to remind myself to revisit them frequently. Events that force me to re-examine them are: change of role, change of team/org/etc, change of direction of team/org/etc, re-org, new hires on the team that take on some of the work I did, personal promotion, change of manager... and if none of those events has occurred since the last annual review, I ask myself those at each annual review anyway. If you think you are not being effective at work, make a list of the stuff that you do and start tracking where your time goes. In parallel, have a discussion with your manager about where they think your time should go. Ultimately your time is finite and hence it is your most precious investment, don't waste it. If your management doesn't value as highly what you spend your time on, then either convince your management, or stop spending your time on it, or find different management: Lead, Follow, or get out of the way! That's my view on effectiveness. You have to fix that before moving to being efficient, or you may end up being very efficient at stuff that nobody wants you to be doing in the first place. For example, you may be spending your time writing blog posts and becoming better and faster at it all the time. If your manager thinks that is not even part of your job description, you are wasting your time to satisfy your inner desires. Nobody can help you with your effectiveness other than your management chain and your management peers - they are the judges of it. EFFICIENCY The second thing I check is my efficiency: Am I doing things right? For me, doing things right means that I deliver the same quality of work faster [than what I used to, and than my peers, and than expected of me]. The result is that I can achieve more [than what I used to, and than my peers, and than expected of me]. Notice how the efficiency goal is a more portable one. If, by whatever criteria, you think you are the best at [insert your own skill here], this can change at two events: because you have new colleagues (who are potentially better than your older ones), and it can change with a change of manager (who has potentially higher expectations). That's about it. Once you are efficient at something, you carry that with you... All you need to really be doing here is, when taking on new kinds of work that you haven't done before, try a few approaches and devise a system so that you can become efficient at this new activity too... Just keep "collecting" stuff that you are efficient at. If you think you are not being efficient at something, break it down: What are the steps you take to complete that task? How long do you spend on each step? Talk to others about what steps they take, to see if you can optimize some steps away or trade them for better steps, or just learn how to complete a step faster. Have a system for every task you take so that you can have repeatable success. That's my view on efficiency. You have to fix it so that you can free up time to do more. When you plan a route from A to B - all else being equal - you try to get there as fast as possible so why would you not want to do that with your everyday work? For example, imagine you are inefficient at processing email: You spend more time than necessary dealing with email, and you still end up with dropped email threads and with slower response times than others. How can you improve? Talk to someone that you think is good at this, understand their system (e.g. here is my email processing system) and come up with one that works for you. Parting Thoughts Are you considered, by your colleagues and manager, an effective and efficient person at your workplace? If you are, what would you change if you were asked by your management to do the job of two people? Seriously, think about that! Your immediate reaction may be "that is not possible", but it actually is. You just have to re-assess what things that were previously important will now stop being important, by discussing them with your management and reaching agreement on relative priorities. For example, stuff that was previously on your plate may now have to be delegated or dropped. Where you thought you were efficient, maybe now you have to find an even faster path to completion, perhaps keeping in mind that Perfect is the Enemy of “Good Enough”. My personal experience (from both observing others and from my own reflection) is that when folks are struggling to keep up at work it is because of two reasons: They are investing energy in stuff that they enjoy doing which the business regards as having a lower priority than a lot of other things on their plate. They are completing tasks to a level of higher quality than what is required (due to personal pride) missing the big picture which almost always mandates completing three tasks at good enough quality than knocking only one of them out of the park while the other two come in late or not at all. There is a lot of content on the web, so I strongly encourage you to use your favorite search engine to read other views on effectiveness and efficiency (Bing, Google). Comments about this post by Daniel Moth welcome at the original blog.

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  • Cutting edge technology, a lone Movember ranger and a 5-a-side football club ...meet the team at Oracle’s Belfast Offices.

    - by user10729410
    Normal 0 false false false EN-IE 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:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Normal 0 false false false EN-IE 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:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} By Olivia O’Connell To see what’s in store at Oracle’s next Open Day which comes to Belfast this week, I visited the offices with some colleagues to meet the team and get a feel for what‘s in store on November 29th. After being warmly greeted by Frances and Francesca, who make sure Front of House and Facilities run smoothly, we embarked on a quick tour of the 2 floors Oracle occupies, led by VP Bo, it was time to seek out some willing volunteers to be interviewed/photographed - what a shy bunch! A bit of coaxing from the social media team was needed here! In a male-dominated environment, the few women on the team caught my eye immediately. I got chatting to Susan, a business analyst and Bronagh, a tech writer. It becomes clear during our chat that the male/female divide is not an issue – “everyone here just gets on with the job,” says Suzanne, “We’re all around the same age and have similar priorities and luckily everyone is really friendly so there are no problems. ” A graduate of Queen’s University in Belfast majoring in maths & computer science, Susan works closely with product management and the development teams to ensure that the final project delivered to clients meets and exceeds their expectations. Bronagh, who joined us following working for a tech company in Montreal and gaining her post-grad degree at University of Ulster agrees that the work is challenging but “the environment is so relaxed and friendly”. Normal 0 false false false EN-IE 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:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Software developer David is taking the Movember challenge for the first time to raise vital funds and awareness for men’s health. Like other colleagues in the office, he is a University of Ulster graduate and works on Reference applications and Merchandising Tools which enable customers to establish e-shops using Oracle technologies. The social activities are headed up by Gordon, a software engineer on the commerce team who joined the team 4 years ago after graduating from the University of Strathclyde at Glasgow with a degree in Computer Science. Everyone is unanimous that the best things about working at Oracle’s Belfast offices are the casual friendly environment and the opportunity to be at the cutting edge of technology. We’re looking forward to our next trip to Belfast for some cool demos and meet candidates. And as for the camera-shyness? Look who came out to have their picture taken at the end of the day! Normal 0 false false false EN-IE 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:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} The Oracle offices in Belfast are located on the 6th floor, Victoria House, Gloucester Street, Belfast BT1 4LS, UK View Larger Map Normal 0 false false false EN-IE 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:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Open day takes place on Thursday, 29th November 4pm – 8pm. Visit the 5 Demo Stations to find out more about each teams' activities and projects to date. See live demos including "Engaging the Customer", "Managing Your Store", "Helping the Customer", "Shopping on-line" and "The Commerce Experience" processes. The "Working @Oracle" stand will give you the chance to connect with our recruitment team and get information about the Recruitment process and making your career path in Oracle. Register here.

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  • GuestPost: Unit Testing Entity Framework (v1) Dependent Code using TypeMock Isolator

    - by Eric Nelson
    Time for another guest post (check out others in the series), this time bringing together the world of mocking with the world of Entity Framework. A big thanks to Moses for agreeing to do this. Unit Testing Entity Framework Dependent Code using TypeMock Isolator by Muhammad Mosa Introduction Unit testing data access code in my opinion is a challenging thing. Let us consider unit tests and integration tests. In integration tests you are allowed to have environmental dependencies such as a physical database connection to insert, update, delete or retrieve your data. However when performing unit tests it is often much more efficient and productive to remove environmental dependencies. Instead you will need to fake these dependencies. Faking a database (also known as mocking) can be relatively straight forward but the version of Entity Framework released with .Net 3.5 SP1 has a number of implementation specifics which actually makes faking the existence of a database quite difficult. Faking Entity Framework As mentioned earlier, to effectively unit test you will need to fake/simulate Entity Framework calls to the database. There are many free open source mocking frameworks that can help you achieve this but it will require additional effort to overcome & workaround a number of limitations in those frameworks. Examples of these limitations include: Not able to fake calls to non virtual methods Not able to fake sealed classes Not able to fake LINQ to Entities queries (replace database calls with in-memory collection calls) There is a mocking framework which is flexible enough to handle limitations such as those above. The commercially available TypeMock Isolator can do the job for you with less code and ultimately more readable unit tests. I’m going to demonstrate tackling one of those limitations using MoQ as my mocking framework. Then I will tackle the same issue using TypeMock Isolator. Mocking Entity Framework with MoQ One basic need when faking Entity Framework is to fake the ObjectContext. This cannot be done by passing any connection string. You have to pass a correct Entity Framework connection string that specifies CSDL, SSDL and MSL locations along with a provider connection string. Assuming we are going to do that, we’ll explore another limitation. The limitation we are going to face now is related to not being able to fake calls to non-virtual/overridable members with MoQ. I have the following repository method that adds an EntityObject (instance of a Blog entity) to Blogs entity set in an ObjectContext. public override void Add(Blog blog) { if(BlogContext.Blogs.Any(b=>b.Name == blog.Name)) { throw new InvalidOperationException("Blog with same name already exists!"); } BlogContext.AddToBlogs(blog); } The method does a very simple check that the name of the new Blog entity instance doesn’t exist. This is done through the simple LINQ query above. If the blog doesn’t already exist it simply adds it to the current context to be saved when SaveChanges of the ObjectContext instance (e.g. BlogContext) is called. However, if a blog with the same name exits, and exception (InvalideOperationException) will be thrown. Let us now create a unit test for the Add method using MoQ. [TestMethod] [ExpectedException(typeof(InvalidOperationException))] public void Add_Should_Throw_InvalidOperationException_When_Blog_With_Same_Name_Already_Exits() { //(1) We shouldn't depend on configuration when doing unit tests! But, //its a workaround to fake the ObjectContext string connectionString = ConfigurationManager .ConnectionStrings["MyBlogConnString"] .ConnectionString; //(2) Arrange: Fake ObjectContext var fakeContext = new Mock<MyBlogContext>(connectionString); //(3) Next Line will pass, as ObjectContext now can be faked with proper connection string var repo = new BlogRepository(fakeContext.Object); //(4) Create fake ObjectQuery<Blog>. Will be used to substitute MyBlogContext.Blogs property var fakeObjectQuery = new Mock<ObjectQuery<Blog>>("[Blogs]", fakeContext.Object); //(5) Arrange: Set Expectations //Next line will throw an exception by MoQ: //System.ArgumentException: Invalid setup on a non-overridable member fakeContext.SetupGet(c=>c.Blogs).Returns(fakeObjectQuery.Object); fakeObjectQuery.Setup(q => q.Any(b => b.Name == "NewBlog")).Returns(true); //Act repo.Add(new Blog { Name = "NewBlog" }); } This test method is checking to see if the correct exception ([ExpectedException(typeof(InvalidOperationException))]) is thrown when a developer attempts to Add a blog with a name that’s already exists. On (1) a connection string is initialized from configuration file. To retrieve the full connection string. On (2) a fake ObjectContext is being created. The ObjectContext here is MyBlogContext and its being created using this var fakeContext = new Mock<MyBlogContext>(connectionString); This way a fake context is being created using MoQ. On (3) a BlogRepository instance is created. BlogRepository has dependency on generate Entity Framework ObjectContext, MyObjectContext. And so the fake context is passed to the constructor. var repo = new BlogRepository(fakeContext.Object); On (4) a fake instance of ObjectQuery<Blog> is being created to use as a substitute to MyObjectContext.Blogs property as we will see in (5). On (5) setup an expectation for calling Blogs property of MyBlogContext and substitute the return result with the fake ObjectQuery<Blog> instance created on (4). When you run this test it will fail with MoQ throwing an exception because of this line: fakeContext.SetupGet(c=>c.Blogs).Returns(fakeObjectQuery.Object); This happens because the generate property MyBlogContext.Blogs is not virtual/overridable. And assuming it is virtual or you managed to make it virtual it will fail at the following line throwing the same exception: fakeObjectQuery.Setup(q => q.Any(b => b.Name == "NewBlog")).Returns(true); This time the test will fail because the Any extension method is not virtual/overridable. You won’t be able to replace ObjectQuery<Blog> with fake in memory collection to test your LINQ to Entities queries. Now lets see how replacing MoQ with TypeMock Isolator can help. Mocking Entity Framework with TypeMock Isolator The following is the same test method we had above for MoQ but this time implemented using TypeMock Isolator: [TestMethod] [ExpectedException(typeof(InvalidOperationException))] public void Add_New_Blog_That_Already_Exists_Should_Throw_InvalidOperationException() { //(1) Create fake in memory collection of blogs var fakeInMemoryBlogs = new List<Blog> {new Blog {Name = "FakeBlog"}}; //(2) create fake context var fakeContext = Isolate.Fake.Instance<MyBlogContext>(); //(3) Setup expected call to MyBlogContext.Blogs property through the fake context Isolate.WhenCalled(() => fakeContext.Blogs) .WillReturnCollectionValuesOf(fakeInMemoryBlogs.AsQueryable()); //(4) Create new blog with a name that already exits in the fake in memory collection in (1) var blog = new Blog {Name = "FakeBlog"}; //(5) Instantiate instance of BlogRepository (Class under test) var repo = new BlogRepository(fakeContext); //(6) Acting by adding the newly created blog () repo.Add(blog); } When running the above test method it will pass as the Add method of BlogRepository is going to throw an InvalidOperationException which is the expected behaviour. Nothing prevents us from faking out the database interaction! Even faking ObjectContext  at (2) didn’t require a connection string. On (3) Isolator sets up a faking result for MyBlogContext.Blogs when its being called through the fake instance fakeContext created on (2). The faking result is just an in-memory collection declared an initialized on (1). Finally at (6) action we call the Add method of BlogRepository passing a new Blog instance that has a name that’s already exists in the fake in-memory collection which we set up at (1). As expected the test will pass because it will throw the expected exception defined on top of the test method - InvalidOperationException. TypeMock Isolator succeeded in faking Entity Framework with ease. Conclusion We explored how to write a simple unit test using TypeMock Isolator for code which is using Entity Framework. We also explored a few of the limitations of other mocking frameworks which TypeMock is successfully able to handle. There are workarounds that you can use to overcome limitations when using MoQ or Rhino Mock, however the workarounds will require you to write more code and your tests will likely be more complex. For a comparison between different mocking frameworks take a look at this document produced by TypeMock. You might also want to check out this open source project to compare mocking frameworks. I hope you enjoyed this post Muhammad Mosa http://mosesofegypt.net/ http://twitter.com/mosessaur Screencast of unit testing Entity Framework Related Links GuestPost: Introduction to Mocking GuesPost: Typemock Isolator – Much more than an Isolation framework

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  • New Big Data Appliance Security Features

    - by mgubar
    The Oracle Big Data Appliance (BDA) is an engineered system for big data processing.  It greatly simplifies the deployment of an optimized Hadoop Cluster – whether that cluster is used for batch or real-time processing.  The vast majority of BDA customers are integrating the appliance with their Oracle Databases and they have certain expectations – especially around security.  Oracle Database customers have benefited from a rich set of security features:  encryption, redaction, data masking, database firewall, label based access control – and much, much more.  They want similar capabilities with their Hadoop cluster.    Unfortunately, Hadoop wasn’t developed with security in mind.  By default, a Hadoop cluster is insecure – the antithesis of an Oracle Database.  Some critical security features have been implemented – but even those capabilities are arduous to setup and configure.  Oracle believes that a key element of an optimized appliance is that its data should be secure.  Therefore, by default the BDA delivers the “AAA of security”: authentication, authorization and auditing. Security Starts at Authentication A successful security strategy is predicated on strong authentication – for both users and software services.  Consider the default configuration for a newly installed Oracle Database; it’s been a long time since you had a legitimate chance at accessing the database using the credentials “system/manager” or “scott/tiger”.  The default Oracle Database policy is to lock accounts thereby restricting access; administrators must consciously grant access to users. Default Authentication in Hadoop By default, a Hadoop cluster fails the authentication test. For example, it is easy for a malicious user to masquerade as any other user on the system.  Consider the following scenario that illustrates how a user can access any data on a Hadoop cluster by masquerading as a more privileged user.  In our scenario, the Hadoop cluster contains sensitive salary information in the file /user/hrdata/salaries.txt.  When logged in as the hr user, you can see the following files.  Notice, we’re using the Hadoop command line utilities for accessing the data: $ hadoop fs -ls /user/hrdataFound 1 items-rw-r--r--   1 oracle supergroup         70 2013-10-31 10:38 /user/hrdata/salaries.txt$ hadoop fs -cat /user/hrdata/salaries.txtTom Brady,11000000Tom Hanks,5000000Bob Smith,250000Oprah,300000000 User DrEvil has access to the cluster – and can see that there is an interesting folder called “hrdata”.  $ hadoop fs -ls /user Found 1 items drwx------   - hr supergroup          0 2013-10-31 10:38 /user/hrdata However, DrEvil cannot view the contents of the folder due to lack of access privileges: $ hadoop fs -ls /user/hrdata ls: Permission denied: user=drevil, access=READ_EXECUTE, inode="/user/hrdata":oracle:supergroup:drwx------ Accessing this data will not be a problem for DrEvil. He knows that the hr user owns the data by looking at the folder’s ACLs. To overcome this challenge, he will simply masquerade as the hr user. On his local machine, he adds the hr user, assigns that user a password, and then accesses the data on the Hadoop cluster: $ sudo useradd hr $ sudo passwd $ su hr $ hadoop fs -cat /user/hrdata/salaries.txt Tom Brady,11000000 Tom Hanks,5000000 Bob Smith,250000 Oprah,300000000 Hadoop has not authenticated the user; it trusts that the identity that has been presented is indeed the hr user. Therefore, sensitive data has been easily compromised. Clearly, the default security policy is inappropriate and dangerous to many organizations storing critical data in HDFS. Big Data Appliance Provides Secure Authentication The BDA provides secure authentication to the Hadoop cluster by default – preventing the type of masquerading described above. It accomplishes this thru Kerberos integration. Figure 1: Kerberos Integration The Key Distribution Center (KDC) is a server that has two components: an authentication server and a ticket granting service. The authentication server validates the identity of the user and service. Once authenticated, a client must request a ticket from the ticket granting service – allowing it to access the BDA’s NameNode, JobTracker, etc. At installation, you simply point the BDA to an external KDC or automatically install a highly available KDC on the BDA itself. Kerberos will then provide strong authentication for not just the end user – but also for important Hadoop services running on the appliance. You can now guarantee that users are who they claim to be – and rogue services (like fake data nodes) are not added to the system. It is common for organizations to want to leverage existing LDAP servers for common user and group management. Kerberos integrates with LDAP servers – allowing the principals and encryption keys to be stored in the common repository. This simplifies the deployment and administration of the secure environment. Authorize Access to Sensitive Data Kerberos-based authentication ensures secure access to the system and the establishment of a trusted identity – a prerequisite for any authorization scheme. Once this identity is established, you need to authorize access to the data. HDFS will authorize access to files using ACLs with the authorization specification applied using classic Linux-style commands like chmod and chown (e.g. hadoop fs -chown oracle:oracle /user/hrdata changes the ownership of the /user/hrdata folder to oracle). Authorization is applied at the user or group level – utilizing group membership found in the Linux environment (i.e. /etc/group) or in the LDAP server. For SQL-based data stores – like Hive and Impala – finer grained access control is required. Access to databases, tables, columns, etc. must be controlled. And, you want to leverage roles to facilitate administration. Apache Sentry is a new project that delivers fine grained access control; both Cloudera and Oracle are the project’s founding members. Sentry satisfies the following three authorization requirements: Secure Authorization:  the ability to control access to data and/or privileges on data for authenticated users. Fine-Grained Authorization:  the ability to give users access to a subset of the data (e.g. column) in a database Role-Based Authorization:  the ability to create/apply template-based privileges based on functional roles. With Sentry, “all”, “select” or “insert” privileges are granted to an object. The descendants of that object automatically inherit that privilege. A collection of privileges across many objects may be aggregated into a role – and users/groups are then assigned that role. This leads to simplified administration of security across the system. Figure 2: Object Hierarchy – granting a privilege on the database object will be inherited by its tables and views. Sentry is currently used by both Hive and Impala – but it is a framework that other data sources can leverage when offering fine-grained authorization. For example, one can expect Sentry to deliver authorization capabilities to Cloudera Search in the near future. Audit Hadoop Cluster Activity Auditing is a critical component to a secure system and is oftentimes required for SOX, PCI and other regulations. The BDA integrates with Oracle Audit Vault and Database Firewall – tracking different types of activity taking place on the cluster: Figure 3: Monitored Hadoop services. At the lowest level, every operation that accesses data in HDFS is captured. The HDFS audit log identifies the user who accessed the file, the time that file was accessed, the type of access (read, write, delete, list, etc.) and whether or not that file access was successful. The other auditing features include: MapReduce:  correlate the MapReduce job that accessed the file Oozie:  describes who ran what as part of a workflow Hive:  captures changes were made to the Hive metadata The audit data is captured in the Audit Vault Server – which integrates audit activity from a variety of sources, adding databases (Oracle, DB2, SQL Server) and operating systems to activity from the BDA. Figure 4: Consolidated audit data across the enterprise.  Once the data is in the Audit Vault server, you can leverage a rich set of prebuilt and custom reports to monitor all the activity in the enterprise. In addition, alerts may be defined to trigger violations of audit policies. Conclusion Security cannot be considered an afterthought in big data deployments. Across most organizations, Hadoop is managing sensitive data that must be protected; it is not simply crunching publicly available information used for search applications. The BDA provides a strong security foundation – ensuring users are only allowed to view authorized data and that data access is audited in a consolidated framework.

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  • array and array_view from amp.h

    - by Daniel Moth
    This is a very long post, but it also covers what are probably the classes (well, array_view at least) that you will use the most with C++ AMP, so I hope you enjoy it! Overview The concurrency::array and concurrency::array_view template classes represent multi-dimensional data of type T, of N dimensions, specified at compile time (and you can later access the number of dimensions via the rank property). If N is not specified, it is assumed that it is 1 (i.e. single-dimensional case). They are rectangular (not jagged). The difference between them is that array is a container of data, whereas array_view is a wrapper of a container of data. So in that respect, array behaves like an STL container, whereas the closest thing an array_view behaves like is an STL iterator (albeit with random access and allowing you to view more than one element at a time!). The data in the array (whether provided at creation time or added later) resides on an accelerator (which is specified at creation time either explicitly by the developer, or set to the default accelerator at creation time by the runtime) and is laid out contiguously in memory. The data provided to the array_view is not stored by/in the array_view, because the array_view is simply a view over the real source (which can reside on the CPU or other accelerator). The underlying data is copied on demand to wherever the array_view is accessed. Elements which differ by one in the least significant dimension of the array_view are adjacent in memory. array objects must be captured by reference into the lambda you pass to the parallel_for_each call, whereas array_view objects must be captured by value (into the lambda you pass to the parallel_for_each call). Creating array and array_view objects and relevant properties You can create array_view objects from other array_view objects of the same rank and element type (shallow copy, also possible via assignment operator) so they point to the same underlying data, and you can also create array_view objects over array objects of the same rank and element type e.g.   array_view<int,3> a(b); // b can be another array or array_view of ints with rank=3 Note: Unlike the constructors above which can be called anywhere, the ones in the rest of this section can only be called from CPU code. You can create array objects from other array objects of the same rank and element type (copy and move constructors) and from other array_view objects, e.g.   array<float,2> a(b); // b can be another array or array_view of floats with rank=2 To create an array from scratch, you need to at least specify an extent object, e.g. array<int,3> a(myExtent);. Note that instead of an explicit extent object, there are convenience overloads when N<=3 so you can specify 1-, 2-, 3- integers (dependent on the array's rank) and thus have the extent created for you under the covers. At any point, you can access the array's extent thought the extent property. The exact same thing applies to array_view (extent as constructor parameters, incl. convenience overloads, and property). While passing only an extent object to create an array is enough (it means that the array will be written to later), it is not enough for the array_view case which must always wrap over some other container (on which it relies for storage space and actual content). So in addition to the extent object (that describes the shape you'd like to be viewing/accessing that data through), to create an array_view from another container (e.g. std::vector) you must pass in the container itself (which must expose .data() and a .size() methods, e.g. like std::array does), e.g.   array_view<int,2> aaa(myExtent, myContainerOfInts); Similarly, you can create an array_view from a raw pointer of data plus an extent object. Back to the array case, to optionally initialize the array with data, you can pass an iterator pointing to the start (and optionally one pointing to the end of the source container) e.g.   array<double,1> a(5, myVector.begin(), myVector.end()); We saw that arrays are bound to an accelerator at creation time, so in case you don’t want the C++ AMP runtime to assign the array to the default accelerator, all array constructors have overloads that let you pass an accelerator_view object, which you can later access via the accelerator_view property. Note that at the point of initializing an array with data, a synchronous copy of the data takes place to the accelerator, and then to copy any data back we'll see that an explicit copy call is required. This does not happen with the array_view where copying is on demand... refresh and synchronize on array_view Note that in the previous section on constructors, unlike the array case, there was no overload that accepted an accelerator_view for array_view. That is because the array_view is simply a wrapper, so the allocation of the data has already taken place before you created the array_view. When you capture an array_view variable in your call to parallel_for_each, the copy of data between the non-CPU accelerator and the CPU takes place on demand (i.e. it is implicit, versus the explicit copy that has to happen with the array). There are some subtleties to the on-demand-copying that we cover next. The assumption when using an array_view is that you will continue to access the data through the array_view, and not through the original underlying source, e.g. the pointer to the data that you passed to the array_view's constructor. So if you modify the data through the array_view on the GPU, the original pointer on the CPU will not "know" that, unless one of two things happen: you access the data through the array_view on the CPU side, i.e. using indexing that we cover below you explicitly call the array_view's synchronize method on the CPU (this also gets called in the array_view's destructor for you) Conversely, if you make a change to the underlying data through the original source (e.g. the pointer), the array_view will not "know" about those changes, unless you call its refresh method. Finally, note that if you create an array_view of const T, then the data is copied to the accelerator on demand, but it does not get copied back, e.g.   array_view<const double, 5> myArrView(…); // myArrView will not get copied back from GPU There is also a similar mechanism to achieve the reverse, i.e. not to copy the data of an array_view to the GPU. copy_to, data, and global copy/copy_async functions Both array and array_view expose two copy_to overloads that allow copying them to another array, or to another array_view, and these operations can also be achieved with assignment (via the = operator overloads). Also both array and array_view expose a data method, to get a raw pointer to the underlying data of the array or array_view, e.g. float* f = myArr.data();. Note that for array_view, this only works when the rank is equal to 1, due to the data only being contiguous in one dimension as covered in the overview section. Finally, there are a bunch of global concurrency::copy functions returning void (and corresponding concurrency::copy_async functions returning a future) that allow copying between arrays and array_views and iterators etc. Just browse intellisense or amp.h directly for the full set. Note that for array, all copying described throughout this post is deep copying, as per other STL container expectations. You can never have two arrays point to the same data. indexing into array and array_view plus projection Reading or writing data elements of an array is only legal when the code executes on the same accelerator as where the array was bound to. In the array_view case, you can read/write on any accelerator, not just the one where the original data resides, and the data gets copied for you on demand. In both cases, the way you read and write individual elements is via indexing as described next. To access (or set the value of) an element, you can index into it by passing it an index object via the subscript operator. Furthermore, if the rank is 3 or less, you can use the function ( ) operator to pass integer values instead of having to use an index object. e.g. array<float,2> arr(someExtent, someIterator); //or array_view<float,2> arr(someExtent, someContainer); index<2> idx(5,4); float f1 = arr[idx]; float f2 = arr(5,4); //f2 ==f1 //and the reverse for assigning, e.g. arr(idx[0], 7) = 6.9; Note that for both array and array_view, regardless of rank, you can also pass a single integer to the subscript operator which results in a projection of the data, and (for both array and array_view) you get back an array_view of rank N-1 (or if the rank was 1, you get back just the element at that location). Not Covered In this already very long post, I am not going to cover three very cool methods (and related overloads) that both array and array_view expose: view_as, section, reinterpret_as. We'll revisit those at some point in the future, probably on the team blog. Comments about this post by Daniel Moth welcome at the original blog.

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  • Software development is (mostly) a trade, and what to do about it

    - by Jeff
    (This is another cross-post from my personal blog. I don’t even remember when I first started to write it, but I feel like my opinion is well enough baked to share.) I've been sitting on this for a long time, particularly as my opinion has changed dramatically over the last few years. That I've encountered more crappy code than maintainable, quality code in my career as a software developer only reinforces what I'm about to say. Software development is just a trade for most, and not a huge academic endeavor. For those of you with computer science degrees readying your pitchforks and collecting your algorithm interview questions, let me explain. This is not an assault on your way of life, and if you've been around, you know I'm right about the quality problem. You also know the HR problem is very real, or we wouldn't be paying top dollar for mediocre developers and importing people from all over the world to fill the jobs we can't fill. I'm going to try and outline what I see as some of the problems, and hopefully offer my views on how to address them. The recruiting problem I think a lot of companies are doing it wrong. Over the years, I've had two kinds of interview experiences. The first, and right, kind of experience involves talking about real life achievements, followed by some variation on white boarding in pseudo-code, drafting some basic system architecture, or even sitting down at a comprooder and pecking out some basic code to tackle a real problem. I can honestly say that I've had a job offer for every interview like this, save for one, because the task was to debug something and they didn't like me asking where to look ("everyone else in the company died in a plane crash"). The other interview experience, the wrong one, involves the classic torture test designed to make the candidate feel stupid and do things they never have, and never will do in their job. First they will question you about obscure academic material you've never seen, or don't care to remember. Then they'll ask you to white board some ridiculous algorithm involving prime numbers or some kind of string manipulation no one would ever do. In fact, if you had to do something like this, you'd Google for a solution instead of waste time on a solved problem. Some will tell you that the academic gauntlet interview is useful to see how people respond to pressure, how they engage in complex logic, etc. That might be true, unless of course you have someone who brushed up on the solutions to the silly puzzles, and they're playing you. But here's the real reason why the second experience is wrong: You're evaluating for things that aren't the job. These might have been useful tactics when you had to hire people to write machine language or C++, but in a world dominated by managed code in C#, or Java, people aren't managing memory or trying to be smarter than the compilers. They're using well known design patterns and techniques to deliver software. More to the point, these puzzle gauntlets don't evaluate things that really matter. They don't get into code design, issues of loose coupling and testability, knowledge of the basics around HTTP, or anything else that relates to building supportable and maintainable software. The first situation, involving real life problems, gives you an immediate idea of how the candidate will work out. One of my favorite experiences as an interviewee was with a guy who literally brought his work from that day and asked me how to deal with his problem. I had to demonstrate how I would design a class, make sure the unit testing coverage was solid, etc. I worked at that company for two years. So stop looking for algorithm puzzle crunchers, because a guy who can crush a Fibonacci sequence might also be a guy who writes a class with 5,000 lines of untestable code. Fashion your interview process on ways to reveal a developer who can write supportable and maintainable code. I would even go so far as to let them use the Google. If they want to cut-and-paste code, pass on them, but if they're looking for context or straight class references, hire them, because they're going to be life-long learners. The contractor problem I doubt anyone has ever worked in a place where contractors weren't used. The use of contractors seems like an obvious way to control costs. You can hire someone for just as long as you need them and then let them go. You can even give them the work that no one else wants to do. In practice, most places I've worked have retained and budgeted for the contractor year-round, meaning that the $90+ per hour they're paying (of which half goes to the person) would have been better spent on a full-time person with a $100k salary and benefits. But it's not even the cost that is an issue. It's the quality of work delivered. The accountability of a contractor is totally transient. They only need to deliver for as long as you keep them around, and chances are they'll never again touch the code. There's no incentive for them to get things right, there's little incentive to understand your system or learn anything. At the risk of making an unfair generalization, craftsmanship doesn't matter to most contractors. The education problem I don't know what they teach in college CS courses. I've believed for most of my adult life that a college degree was an essential part of being successful. Of course I would hold that bias, since I did it, and have the paper to show for it in a box somewhere in the basement. My first clue that maybe this wasn't a fully qualified opinion comes from the fact that I double-majored in journalism and radio/TV, not computer science. Eventually I worked with people who skipped college entirely, many of them at Microsoft. Then I worked with people who had a masters degree who sucked at writing code, next to the high school diploma types that rock it every day. I still think there's a lot to be said for the social development of someone who has the on-campus experience, but for software developers, college might not matter. As I mentioned before, most of us are not writing compilers, and we never will. It's actually surprising to find how many people are self-taught in the art of software development, and that should reveal some interesting truths about how we learn. The first truth is that we learn largely out of necessity. There's something that we want to achieve, so we do what I call just-in-time learning to meet those goals. We acquire knowledge when we need it. So what about the gaps in our knowledge? That's where the most valuable education occurs, via our mentors. They're the people we work next to and the people who write blogs. They are critical to our professional development. They don't need to be an encyclopedia of jargon, but they understand the craft. Even at this stage of my career, I probably can't tell you what SOLID stands for, but you can bet that I practice the principles behind that acronym every day. That comes from experience, augmented by my peers. I'm hell bent on passing that experience to others. Process issues If you're a manager type and don't do much in the way of writing code these days (shame on you for not messing around at least), then your job is to isolate your tradespeople from nonsense, while bringing your business into the realm of modern software development. That doesn't mean you slap up a white board with sticky notes and start calling yourself agile, it means getting all of your stakeholders to understand that frequent delivery of quality software is the best way to deal with change and evolving expectations. It also means that you have to play technical overlord to make sure the education and quality issues are dealt with. That's why I make the crack about sticky notes, because without the right technique being practiced among your code monkeys, you're just a guy with sticky notes. You're asking your business to accept frequent and iterative delivery, now make sure that the folks writing the code can handle the same thing. This means unit testing, the right instrumentation, integration tests, automated builds and deployments... all of the stuff that makes it easy to see when change breaks stuff. The prognosis I strongly believe that education is the most important part of what we do. I'm encouraged by things like The Starter League, and it's the kind of thing I'd love to see more of. I would go as far as to say I'd love to start something like this internally at an existing company. Most of all though, I can't emphasize enough how important it is that we mentor each other and share our knowledge. If you have people on your staff who don't want to learn, fire them. Seriously, get rid of them. A few months working with someone really good, who understands the craftsmanship required to build supportable and maintainable code, will change that person forever and increase their value immeasurably.

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  • Session Evaluations

    - by BuckWoody
    I do a lot of public speaking. I write, teach, present and communicate at many levels. I love to do those things. And I love to get better at them. And one of the ways you get better at something is to get feedback on how you did. That being said, I have to confess that I really despise the “evaluations” I get at most venues. From college to technical events to other locations, at Microsoft and points in between, I find these things to be just shy of damaging, and most certainly useless. And it’s not always your fault. Ouch. That seems harsh. But let me ask you one question – and be as honest as you can with the answer – think about it first: “What is the point of a session evaluation?” I’m not saying there isn’t one. In fact, I think there’s a really important reason for them. In my mind, it’s really this: To make the speaker / next session better. Now, if you look at that, you can see right away that most session evals don’t accomplish this goal – not even a little. No, the way that they are worded and the way you (and I) fill them out, it’s more like the implied goal is this: Tell us how you liked this speaker / session. The current ones are for you, not for the speaker or the next person. It’s a popularity contest. Don’t get me wrong. I want to you have a good time. I want you to learn. I want (desperately, oh, please oh please) for you to like me. But in fact, that’s probably not why you went to the session / took the class / read that post. No, you want to learn, and to learn for a particular reason. Remember, I’m talking about college classes, sessions and other class environments here, not a general public event. Most – OK, all – session evaluations make you answer the second goal, not the first. Let’s see how: First, they don’t ask you why you’re there. They don’t ask you if you’re even qualified to evaluate the session or speaker. They don’t ask you how to make it better or keep it great. They use odd numeric scales that are meaningless. For instance, can someone really tell me the difference between a 100-level session and a 200-level one? Between a 400-level and a 500? Is it “internals” (whatever that means) or detail, or length or code, or what? I once heard a great description: A 100-level session makes me say, “wow - I’m smart.” A 500-level session makes me say “wow – that presenter is smart.” And just what is the difference between a 6 and a 7 answer on this question: How well did the speaker know the material? 1  2  3  4  5  6  7  8  9  10 Oh. My. Gosh. How does that make the next session better, or the speaker? And what criteria did you use to answer? And is a “10” better than a “1” (not always clear, and various cultures answer this differently). When it’s all said and done, a speaker basically finds out one thing from the current session evals: “They liked me. They really really liked me.” Or, “Wow. I think I may need to schedule some counseling for the depression I’m about to go into.” You may not think that’s what the speaker hears, but trust me, they do. Those are the only two reactions to the current feedback sheets they get. Either they keep doing what they are doing, or they get their feelings hurt. They just can’t use the information provided to do better. Sorry, but there it is. Keep in mind I do want your feedback. I want to get better. I want you to get your money and time’s worth, probably as much as any speaker alive. But I want those evaluations to be accurate, specific and actionable. I want to know if you had a good time, sure, but I also want to know if I did the right things, and if not, if I can do something different or better. And so, for your consideration, here is the evaluation form I would LOVE for you to use. Feel free to copy it and mail it to me any time. I’m going to put some questions here, and then I’ll even include why they are there. Notice that the form asks you a subjective question right away, and then makes you explain why. That’s work on your part. Notice also that it separates the room and the coffee and the lights and the LiveMeeting from the presenter. So many presenters are faced with circumstances beyond their control, and yet are rated high or low personally on those things. This form helps tease those apart. It’s not numeric. Numbers are easier for the scoring committees but are useless for you and me. So I don’t have any numbers. We’re actually going to have to read these things, not put them in a machine. Hey, if you put in the work to write stuff down, the least we could do is take the time to read it. It’s not anonymous. If you’ve got something to say, say it, and own up to it. People are not “more honest” when they are anonymous, they are less honest. So put your name on it. In fact – this is radical – I posit that these evaluations should be publicly available. Forever. Just like replies to a blog post. Hey, if I’m an organizer, I would LOVE to be able to have access to specific, actionable information on the attendees and the speakers. So if you want mine to be public, go for it. I’ll take the good and the bad. Enjoy. ------------------------------------------------------------------------------------------------------------------------------------------- Session Evaluation – Date, Time, Location, Topic Thanks for giving us your time today. We know that’s valuable, and we hope you learned something you can use from the session. If you can answer these questions as completely as you can, it will help the next person who attends a session here. Your Name: What you do for a living: (We Need your background to evaluate your evaluation) How long you have been doing that: (Again, we need your background to evaluate your evaluation) Paste Session Description Here: (This is what I said I would talk about) Did you like the session?                     No        Meh        Yes (General subjective question – overall “feeling”. You’ll tell us why in a minute.)  Tell us about the venue. Temperature, lights, coffee, or the online sound, performance, anything other than the speaker and the material. (Helps the logistics to be better or as good for the next person) 1. What did you expect to learn in this session? (How did you interpret that extract – did you have expectations that I should work towards for the next person?) 2. Did you learn what you expected to learn? Why? Be very specific. (This is the most important question there is. It tells us how to make the session better for someone like you.) 3. If you were giving this presentation, would you have done anything differently? What? (Helps us to gauge you, the listener, and might give us a great idea on how to do something better. Thanks!) 4. What will you do with the information you got? (Every presenter wants you to learn, and learn something useful. This will help us do that as well or better)  

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  • Diagramming Software for a Developer/Designer

    - by Craig Walker
    For a long time I've been looking for a good diagramming/vector-based drawing program that meets my needs as a developer. I'd like to: Draw database diagrams Draw flow charts Draw object-modeling diagrams (UML being the standard) Draw other free-form diagrams (basically boxes & arrows with the occasional clipart) Draw mockups of user interfaces and web pages EDIT: I want good-looking electronic-format diagrams that I can show to 3rd parties, not just something for my own internal use. EDIT 2: I'm also looking for Windows software, although I'm toying with the idea of switching to Mac, so a really good Mac-only product might get me to switch. Basically I need a good vector graphic program (with decent grouping, connecting lines, and ideally auto-routing). I'd prefer a diagramming tool that can also be used for drawing (for the UI mockups) rather than a drawing tool that can also be used for diagrams. I've tried Visio on several occasions, and every time I've been disappointed. The interface always seems to get in my way at some point. It's pretty close to what I want, and the latest version (I got the trail from MS) seems to be better than previous ones in terms of usability, but I really don't want to plunk down that sort of cash for a mediocre product. I've tried Dia and Inkscape, and while initially promising and with the right price tag, I found both of them to be lacking in several ways (including some recurring bugs). I've toyed with getting Adobe Illustrator, but I've never used it before, and I have a feeling that it wouldn't handle the diagramming aspect very well, and I don't want to buy a copy just to find out it doesn't meet my needs. So far, the product that I've had the most success with is, sadly, OpenOffice Draw. It's free of course (which lowers my expectations and thus improves my view of it) and its usability is pretty good, but in the end I'd like something more suited to diagramming. I'm willing to spend real money (in the $500-$1K range) for a really good piece of software if it does everything I want it to. The front runner is of course Visio but I'm hoping for more. Does anybody have any recommendations? CONCLUSION: @dlamblin had the most informative post, but the part I gained the most from was his/her (and others) mention of OmniGraffle, not Gliffy. I gave Gliffy a try, and it seemed neet for occational use, but since it's a Flash app (note: not AJAX as dlamblin mentioned) it's still a bit of a pain to use (no keyboard shortcuts for copy/paste was pretty much a deal breaker for me). I also tried SmartDraw, but it had 3-strikes-you're-out against it: The trial period was only 7 days long. It used some nonstandard (and visually jarring) GUI widget toolkit for its UI. At the very least it makes me suspicious (how do I know it will actually work & support the standard Windows features?) It crashed on me early into my trial. OmniGraffle looks like exactly what I want... except that it's Mac-only (so I couldn't give it a try). However, it got good reviews from my Mac-owning coworker, and I hope to try it on a friend's Mac soon. If it's good enough then I might spring for a new MacBook.

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  • Magento Onepage Success Conversion Tracking Design Pattern

    - by user1734954
    My intent is to track conversions through multiple channels by inserting third party javascript (for example google analytics, optimizely, pricegrabber etc.) into the footer of onepage success . I've accomplished this by adding a block to the footer reference inside of the checkout success node within local.xml and everything works appropriately. My questions are more about efficiency and extensibility. It occurred to me that it would be better to combine all of the blocks into a single block reference and then use a various methods acting on a single call to the various related models to provide the data needed for insertion into the javascript for each of the conversion tracking scripts. Some examples of the common data that conversion tracking may rely on(pseudo): Order ID , Order Total, Order.LineItem.Name(foreach) and so on Currently for each of the scripts I've made a call to the appropriate model passing the customers last order id as the load value and the calling a get() assigning the return value to a variable and then iterating through the data to match the values with the expectations of the given third party service. All of the data should be pulled once when checkout is complete each third party services may expect different data in different formats Here is an example of one of the conversion tracking template files which loads at the footer of checkout success. $order = Mage::getModel('sales/order')->loadByIncrementId(Mage::getSingleton('checkout/session')->getLastRealOrderId()); $amount = number_format($order->getGrandTotal(),2); $customer = Mage::helper('customer')->getCustomer()->getData(); ?> <script type="text/javascript"> popup_email = '<?php echo($customer['email']);?>'; popup_order_number = '<?php echo $this->getOrderId() ?>'; </script> <!-- PriceGrabber Merchant Evaluation Code --> <script type="text/javascript" charset="UTF-8" src="https://www.pricegrabber.com/rating_merchrevpopjs.php?retid=<something>"></script> <noscript><a href="http://www.pricegrabber.com/rating_merchrev.php?retid=<something>" target=_blank> <img src="https://images.pricegrabber.com/images/mr_noprize.jpg" border="0" width="272" height="238" alt="Merchant Evaluation"></a></noscript> <!-- End PriceGrabber Code --> Having just a single piece of code like this is not that big of a deal, but we are doing similar things with a number of different third party services. Pricegrabber is one of the simpler examples. A more sophisticated tracking service expects a comma separated list of all of the product names, ids, prices, categories , order id etc. I would like to make it all more manageable so my idea to do the following: combine all of the template files into a single file Develop a helper class or library to deliver the data to the conversion template Goals Include Extensibility Minimal Model Calls Minimal Method Calls The Questions 1. Is a Mage helper the best route to take? 2. Is there any design pattern you may recommend for the "helper" class? 3. Why would this the design pattern you've chosen be best for this instance?

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  • Laissez les bon temps rouler! (Microsoft BI Conference 2010)

    - by smisner
    "Laissez les bons temps rouler" is a Cajun phrase that I heard frequently when I lived in New Orleans in the mid-1990s. It means "Let the good times roll!" and encapsulates a feeling of happy expectation. As I met with many of my peers and new acquaintances at the Microsoft BI Conference last week, this phrase kept running through my mind as people spoke about their plans in their respective businesses, the benefits and opportunities that the recent releases in the BI stack are providing, and their expectations about the future of the BI stack. Notwithstanding some jabs here and there to point out the platform is neither perfect now nor will be anytime soon (along with admissions that the competitors are also not perfect), and notwithstanding several missteps by the event organizers (which I don't care to enumerate), the overarching mood at the conference was positive. It was a refreshing change from the doom and gloom hovering over several conferences that I attended in 2009. Although many people expect economic hardships to continue over the coming year or so, everyone I know in the BI field is busier than ever and expects to stay busy for quite a while. Self-Service BI Self-service was definitely a theme of the BI conference. In the keynote, Ted Kummert opened with a look back to a fairy tale vision of self-service BI that he told in 2008. At that time, the fairy tale future was a time when "every end user was able to use BI technologies within their job in order to move forward more effectively" and transitioned to the present time in which SQL Server 2008 R2, Office 2010, and SharePoint 2010 are available to deliver managed self-service BI. This set of technologies is presumably poised to address the needs of the 80% of users that Kummert said do not use BI today. He proceeded to outline a series of activities that users ought to be able to do themselves--from simple changes to a report like formatting or an addtional data visualization to integration of an additional data source. The keynote then continued with a series of demonstrations of both current and future technology in support of self-service BI. Some highlights that interested me: PowerPivot, of course, is the flagship product for self-service BI in the Microsoft BI stack. In the TechEd keynote, which was open to the BI conference attendees, Amir Netz (twitter) impressed the audience by demonstrating interactivity with a workbook containing 100 million rows. He upped the ante at the BI keynote with his demonstration of a future-state PowerPivot workbook containing over 2 billion records. It's important to note that this volume of data is being processed by a server engine, and not in the PowerPivot client engine. (Yes, I think it's impressive, but none of my clients are typically wrangling with 2 billion records at a time. Maybe they're thinking too small. This ability to work quickly with large data sets has greater implications for BI solutions than for self-service BI, in my opinion.) Amir also demonstrated KPIs for the future PowerPivot, which appeared to be easier to implement than in any other Microsoft product that supports KPIs, apart from simple KPIs in SharePoint. (My initial reaction is that we have one more place to build KPIs. Great. It's confusing enough. I haven't seen how well those KPIs integrate with other BI tools, which will be important for adoption.) One more PowerPivot feature that Amir showed was a graphical display of the lineage for calculations. (This is hugely practical, especially if you build up calculations incrementally. You can more easily follow the logic from calculation to calculation. Furthermore, if you need to make a change to one calculation, you can assess the impact on other calculations.) Another product demonstration will be available within the next 30 days--Pivot for Reporting Services. If you haven't seen this technology yet, check it out at www.getpivot.com. (It definitely has a wow factor, but I'm skeptical about its practicality. However, I'm looking forward to trying it out with data that I understand.) Michael Tejedor (twitter) demonstrated a feature that I think is really interesting and not emphasized nearly enough--overshadowed by PowerPivot, no doubt. That feature is the Microsoft Business Intelligence Indexing Connector, which enables search of the content of Excel workbooks and Reporting Services reports. (This capability existed in MOSS 2007, but was more cumbersome to implement. The search results in SharePoint 2010 are not only cooler, but more useful by describing whether the content is found in a table or a chart, for example.) This may yet be the dawning of the age of self-service BI - a phrase I've heard repeated from time to time over the last decade - but I think BI professionals are likely to stay busy for a long while, and need not start looking for a new line of work. Kummert repeatedly referenced strategic BI solutions in contrast to self-service BI to emphasize that self-service BI is not a replacement for the services that BI professionals provide. After all, self-service BI does not appear magically on user desktops (or whatever device they want to use). A supporting infrastructure is necessary, and grows in complexity in proportion to the need to simplify BI for users. It's one thing to hear the party line touted by Microsoft employees at the BI keynote, but it's another to hear from the people who are responsible for implementing and supporting it within an organization. Rob Collie (blog | twitter), Kasper de Jonge (blog | twitter), Vidas Matelis (site | twitter), and I were invited to join Andrew Brust (blog | twitter) as he led a Birds of a Feather session at TechEd entitled "PowerPivot: Is It the BI Deal-Changer for Developers and IT Pros?" I would single out the prevailing concern in this session as the issue of control. On one side of this issue were those who were concerned that they would lose control once PowerPivot is implemented. On the other side were those who believed that data should be freely accessible to users in PowerPivot, and even acknowledgment that users would get the data they want even if it meant they would have to manually enter into a workbook to have it ready for analysis. For another viewpoint on how PowerPivot played out at the conference, see Rob Collie's observations. Collaborative BI I have been intrigued by the notion of collaborative BI for a very long time. Before I discovered BI, I was a Lotus Notes developer and later a manager of developers, working in a software company that enabled collaboration in the legal industry. Not only did I help create collaborative systems for our clients, I created a complete project management from the ground up to collaboratively manage our custom development work. In that case, collaboration involved my team, my client contacts, and me. I was also able to produce my own BI from that system as well, but didn't know that's what I was doing at the time. Only in recent years has SharePoint begun to catch up with the capabilities that I had with Lotus Notes more than a decade ago. Eventually, I had the opportunity at that job to formally investigate BI as another product offering for our software, and the rest - as they say - is history. I built my first data warehouse with Scott Cameron (who has also ventured into the authoring world by writing Analysis Services 2008 Step by Step and was at the BI Conference last week where I got to reminisce with him for a bit) and that began a career that I never imagined at the time. Fast forward to 2010, and I'm still lauding the virtues of collaborative BI, if only the tools will catch up to my vision! Thus, I was anxious to see what Donald Farmer (blog | twitter) and Rita Sallam of Gartner had to say on the subject in their session "Collaborative Decision Making." As I suspected, the tools aren't quite there yet, but the vendors are moving in the right direction. One thing I liked about this session was a non-Microsoft perspective of the state of the industry with regard to collaborative BI. In addition, this session included a better demonstration of SharePoint collaborative BI capabilities than appeared in the BI keynote. Check out the video in the link to the session to see the demonstration. One of the use cases that was demonstrated was linking from information to a person, because, as Donald put it, "People don't trust data, they trust people." The Microsoft BI Stack in General A question I hear all the time from students when I'm teaching is how to know what tools to use when there is overlap between products in the BI stack. I've never taken the time to codify my thoughts on the subject, but saw that my friend Dan Bulos provided good insight on this topic from a variety of perspectives in his session, "So Many BI Tools, So Little Time." I thought one of his best points was that ideally you should be able to design in your tool of choice, and then deploy to your tool of choice. Unfortunately, the ideal is yet to become real across the platform. The closest we come is with the RDL in Reporting Services which can be produced from two different tools (Report Builder or Business Intelligence Development Studio's Report Designer), manually, or by a third-party or custom application. I have touted the idea for years (and publicly said so about 5 years ago) that eventually more products would be RDL producers or consumers, but we aren't there yet. Maybe in another 5 years. Another interesting session that covered the BI stack against a backdrop of competitive products was delivered by Andrew Brust. Andrew did a marvelous job of consolidating a lot of information in a way that clearly communicated how various vendors' offerings compared to the Microsoft BI stack. He also made a particularly compelling argument about how the existence of an ecosystem around the Microsoft BI stack provided innovation and opportunities lacking for other vendors. Check out his presentation, "How Does the Microsoft BI Stack...Stack Up?" Expo Hall I had planned to spend more time in the Expo Hall to see who was doing new things with the BI stack, but didn't manage to get very far. Each time I set out on an exploratory mission, I got caught up in some fascinating conversations with one or more of my peers. I find interacting with people that I meet at conferences just as important as attending sessions to learn something new. There were a couple of items that really caught me eye, however, that I'll share here. Pragmatic Works. Whether you develop SSIS packages, build SSAS cubes, or author SSRS reports (or all of the above), you really must take a look at BI Documenter. Brian Knight (twitter) walked me through the key features, and I must say I was impressed. Once you've seen what this product can do, you won't want to document your BI projects any other way. You can download a free single-user database edition, or choose from more feature-rich standard or professional editions. Microsoft Press ebooks. I also stopped by the O'Reilly Media booth to meet some folks that one of my acquisitions editors at Microsoft Press recommended. In case you haven't heard, Microsoft Press has partnered with O'Reilly Media for distribution and publishing. Apart from my interest in learning more about O'Reilly Media as an author, an advertisement in their booth caught me eye which I think is a really great move. When you buy Microsoft Press ebooks through the O'Reilly web site, you can receive it in any (or all) of the following formats where possible: PDF, epub, .mobi for Kindle and .apk for Android. You also have lifetime DRM-free access to the ebooks. As someone who is an avid collector of books, I fnd myself running out of room for storage. In addition, I travel a lot, and it's hard to lug my reference library with me. Today's e-reader options make the move to digital books a more viable way to grow my library. Having a variety of formats means I am not limited to a single device, and lifetime access means I don't have to worry about keeping track of where I've stored my files. Because the e-books are DRM-free, I can copy and paste when I'm compiling notes, and I can print pages when necessary. That's a winning combination in my mind! Overall, I was pleased with the BI conference. There were many more sessions that I couldn't attend, either because the room was full when I got there or there were multiple sessions running concurrently that I wanted to see. Fortunately, many of the sessions are accessible for viewing online at http://www.msteched.com/2010/NorthAmerica along with the TechEd sessions. You can spot the BI sessions by the yellow skyline on the title slide of the presentation as shown below. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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  • eBooks on iPad vs. Kindle: More Debate than Smackdown

    - by andrewbrust
    When the iPad was presented at its San Francisco launch event on January 28th, Steve Jobs spent a significant amount of time explaining how well the device would serve as an eBook reader. He showed the iBooks reader application and iBookstore and laid down the gauntlet before Amazon and its beloved Kindle device. Almost immediately afterwards, criticism came rushing forth that the iPad could never beat the Kindle for book reading. The curious part of that criticism is that virtually no one offering it had actually used the iPad yet. A few weeks later, on April 3rd, the iPad was released for sale in the United States. I bought one on that day and in the few additional weeks that have elapsed, I’ve given quite a workout to most of its capabilities, including its eBook features. I’ve also spent some time with the Kindle, albeit a first-generation model, to see how it actually compares to the iPad. I had some expectations going in, but I came away with conclusions about each device that were more scenario-based than absolute. I present my findings to you here.   Vital Statistics Let’s start with an inventory of each device’s underlying technology. The iPad has a color, backlit LCD screen and an on-screen keyboard. It has a battery which, on a full charge, lasts anywhere from 6-10 hours. The Kindle offers a monochrome, reflective E Ink display, a physical keyboard and a battery that on my first gen loaner unit can go up to a week between charges (Amazon claims the battery on the Kindle 2 can last up to 2 weeks on a single charge). The Kindle connects to Amazon’s Kindle Store using a 3G modem (the technology and network vary depending on the model) that incurs no airtime service charges whatsoever. The iPad units that are on-sale today work over WiFi only. 3G-equipped models will be on sale shortly and will command a $130 premium over their WiFi-only counterparts. 3G service on the iPad, in the U.S. from AT&T, will be fee-based, with a 250MB plan at $14.99 per month and an unlimited plan at $29.99. No contract is required for 3G service. All these tech specs aside, I think a more useful observation is that the iPad is a multi-purpose Internet-connected entertainment device, while the Kindle is a dedicated reading device. The question is whether those differences in design and intended use create a clear-cut winner for reading electronic publications. Let’s take a look at each device, in isolation, now.   Kindle To me, what’s most innovative about the Kindle is its E Ink display. E Ink really looks like ink on a sheet of paper. It requires no backlight, it’s fully visible in direct sunlight and it causes almost none of the eyestrain that LCD-based computer display technology (like that used on the iPad) does. It’s really versatile in an all-around way. Forgive me if this sounds precious, but reading on it is really a joy. In fact, it’s a genuinely relaxing experience. Through the Kindle Store, Amazon allows users to download books (including audio books), magazines, newspapers and blog feeds. Books and magazines can be purchased either on a single-issue basis or as an annual subscription. Books, of course, are purchased singly. Oddly, blogs are not free, but instead carry a monthly subscription fee, typically $1.99. To me this is ludicrous, but I suppose the free 3G service is partially to blame. Books and magazine issues download quickly. Magazine and blog subscriptions cause new issues or posts to be pushed to your device on an automated basis. Available blogs include 9000-odd feeds that Amazon offers on the Kindle Store; unless I missed something, arbitrary RSS feeds are not supported (though there are third party workarounds to this limitation). The shopping experience is integrated well, has an huge selection, and offers certain graphical perks. For example, magazine and newspaper logos are displayed in menus, and book cover thumbnails appear as well. A simple search mechanism is provided and text entry through the physical keyboard is relatively painless. It’s very easy and straightforward to enter the store, find something you like and start reading it quickly. If you know what you’re looking for, it’s even faster. Given Kindle’s high portability, very reliable battery, instant-on capability and highly integrated content acquisition, it makes reading on whim, and in random spurts of downtime, very attractive. The Kindle’s home screen lists all of your publications, and easily lets you select one, then start reading it. Once opened, publications display in crisp, attractive text that is adjustable in size. “Turning” pages is achieved through buttons dedicated to the task. Notes can be recorded, bookmarks can be saved and pages can be saved as clippings. I am not an avid book reader, and yet I found the Kindle made it really fun, convenient and soothing to read. There’s something about the easy access to the material and the simplicity of the display that makes the Kindle seduce you into chilling out and reading page after page. On the other hand, the Kindle has an awkward navigation interface. While menus are displayed clearly on the screen, the method of selecting menu items is tricky: alongside the right-hand edge of the main display is a thin column that acts as a second display. It has a white background, and a scrollable silver cursor that is moved up or down through the use of the device’s scrollwheel. Picking a menu item on the main display involves scrolling the silver cursor to a position parallel to that menu item and pushing the scrollwheel in. This navigation technique creates a disconnect, literally. You don’t really click on a selection so much as you gesture toward it. I got used to this technique quickly, but I didn’t love it. It definitely created a kind of anxiety in me, making me feel the need to speed through menus and get to my destination document quickly. Once there, I could calm down and relax. Books are great on the Kindle. Magazines and newspapers much less so. I found the rendering of photographs, and even illustrations, to be unacceptably crude. For this reason, I expect that reading textbooks on the Kindle may leave students wanting. I found that the original flow and layout of any publication was sacrificed on the Kindle. In effect, browsing a magazine or newspaper was almost impossible. Reading the text of individual articles was enjoyable, but having to read this way made the whole experience much more “a la carte” than cohesive and thematic between articles. I imagine that for academic journals this is ideal, but for consumer publications it imposes a stripped-down, low-fidelity experience that evokes a sense of deprivation. In general, the Kindle is great for reading text. For just about anything else, especially activity that involves exploratory browsing, meandering and short-attention-span reading, it presents a real barrier to entry and adoption. Avid book readers will enjoy the Kindle (if they’re not already). It’s a great device for losing oneself in a book over long sittings. Multitaskers who are more interested in periodicals, be they online or off, will like it much less, as they will find compromise, and even sacrifice, to be palpable.   iPad The iPad is a very different device from the Kindle. While the Kindle is oriented to pages of text, the iPad orbits around applications and their interfaces. Be it the pinch and zoom experience in the browser, the rich media features that augment content on news and weather sites, or the ability to interact with social networking services like Twitter, the iPad is versatile. While it shares a slate-like form factor with the Kindle, it’s effectively an elegant personal computer. One of its many features is the iBook application and integration of the iBookstore. But it’s a multi-purpose device. That turns out to be good and bad, depending on what you’re reading. The iBookstore is great for browsing. It’s color, rich animation-laden user interface make it possible to shop for books, rather than merely search and acquire them. Unfortunately, its selection is rather sparse at the moment. If you’re looking for a New York Times bestseller, or other popular titles, you should be OK. If you want to read something more specialized, it’s much harder. Unlike the awkward navigation interface of the Kindle, the iPad offers a nearly flawless touch-screen interface that seduces the user into tinkering and kibitzing every bit as much as the Kindle lulls you into a deep, concentrated read. It’s a dynamic and interactive device, whereas the Kindle is static and passive. The iBook reader is slick and fun. Use the iPad in landscape mode and you can read the book in 2-up (left/right 2-page) display; use it in portrait mode and you can read one page at a time. Rather than clicking a hardware button to turn pages, you simply drag and wipe from right-to-left to flip the single or right-hand page. The page actually travels through an animated path as it would in a physical book. The intuitiveness of the interface is uncanny. The reader also accommodates saving of bookmarks, searching of the text, and the ability to highlight a word and look it up in a dictionary. Pages display brightly and clearly. They’re easy to read. But the backlight and the glare made me less comfortable than I was with the Kindle. The knowledge that completely different applications (including the Web and email and Twitter) were just a few taps away made me antsy and very tempted to task-switch. The knowledge that battery life is an issue created subtle discomfort. If the Kindle makes you feel like you’re in a library reading room, then the iPad makes you feel, at best, like you’re under fluorescent lights at a Barnes and Noble or Borders store. If you’re lucky, you’d be on a couch or at a reading table in the store, but you might also be standing up, in the aisles. Clearly, I didn’t find this conducive to focused and sustained reading. But that may have more to do with my own tendency to read periodicals far more than books, and my neurotic . And, truth be known, the book reading experience, when not explicitly compared to Kindle’s, was still pleasant. It is also important to point out that Kindle Store-sourced books can be read on the iPad through a Kindle reader application, from Amazon, specific to the device. This offered a less rich experience than the iBooks reader, but it was completely adequate. Despite the Kindle brand of the reader, however, it offered little in terms of simulating the reading experience on its namesake device. When it comes to periodicals, the iPad wins hands down. Magazines, even if merely scanned images of their print editions, read on the iPad in a way that felt similar to reading hard copy. The full color display, touch navigation and even the ability to render advertisements in their full glory makes the iPad a great way to read through any piece of work that is measured in pages, rather than chapters. There are many ways to get magazines and newspapers onto the iPad, including the Zinio reader, and publication-specific applications like the Wall Street Journal’s and Popular Science’s. The New York Times’ free Editors’ Choice application offers a Times Reader-like interface to a subset of the Gray Lady’s daily content. The completely Web-based but iPad-optimized Times Skimmer site (at www.nytimes.com/timesskimmer) works well too. Even conventional Web sites themselves can be read much like magazines, given the iPad’s ability to zoom in on the text and crop out advertisements on the margins. While the Kindle does have an experimental Web browser, it reminded me a lot of early mobile phone browsers, only in a larger size. For text-heavy sites with simple layout, it works fine. For just about anything else, it becomes more trouble than it’s worth. And given the way magazine articles make me think of things I want to look up online, I think that’s a real liability for the Kindle.   Summing Up What I came to realize is that the Kindle isn’t so much a computer or even an Internet device as it is a printer. While it doesn’t use physical paper, it still renders its content a page at a time, just like a laser printer does, and its output appears strikingly similar. You can read the rendered text, but you can’t interact with it in any way. That’s why the navigation requires a separate cursor display area. And because of the page-oriented rendering behavior, turning pages causes a flash on the display and requires a sometimes long pause before the next page is rendered. The good side of this is that once the page is generated, no battery power is required to display it. That makes for great battery life, optimal viewing under most lighting conditions (as long as there is some light) and low-eyestrain text-centric display of content. The Kindle is highly portable, has an excellent selection in its store and is refreshingly distraction-free. All of this is ideal for reading books. And iPad doesn’t offer any of it. What iPad does offer is versatility, variety, richness and luxury. It’s flush with accoutrements even if it’s low on focused, sustained text display. That makes it inferior to the Kindle for book reading. But that also makes it better than the Kindle for almost everything else. As such, and given that its book reading experience is still decent (even if not superior), I think the iPad will give Kindle a run for its money. True book lovers, and people on a budget, will want the Kindle. People with a robust amount of discretionary income may want both devices. Everyone else who is interested in a slate form factor e-reading device, especially if they also wish to have leisure-friendly Internet access, will likely choose the iPad exclusively. One thing is for sure: iPad has reduced Kindle’s market, and may have shifted its mass market potential to a mere niche play. If Amazon is smart, it will improve its iPad-based Kindle reader app significantly. It can then leverage the iPad channel as a significant market for the Kindle Store. After all, selling the eBooks themselves is what Amazon should care most about.

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  • Is Social Media The Vital Skill You Aren’t Tracking?

    - by HCM-Oracle
    By Mark Bennett - Originally featured in Talent Management Excellence The ever-increasing presence of the workforce on social media presents opportunities as well as risks for organizations. While on the one hand, we read about social media embarrassments happening to organizations, on the other we see that social media activities by workers and candidates can enhance a company’s brand and provide insight into what individuals are, or can become, influencers in the social media sphere. HR can play a key role in helping organizations make the most value out of the activities and presence of workers and candidates, while at the same time also helping to manage the risks that come with the permanence and viral nature of social media. What is Missing from Understanding Our Workforce? “If only HP knew what HP knows, we would be three-times more productive.”  Lew Platt, Former Chairman, President, CEO, Hewlett-Packard  What Lew Platt recognized was that organizations only have a partial understanding of what their workforce is capable of. This lack of understanding impacts the company in several negative ways: 1. A particular skill that the company needs to access in one part of the organization might exist somewhere else, but there is no record that the skill exists, so the need is unfulfilled. 2. As market conditions change rapidly, the company needs to know strategic options, but some options are missed entirely because the company doesn’t know that sufficient capability already exists to enable those options. 3. Employees may miss out on opportunities to demonstrate how their hidden skills could create new value to the company. Why don’t companies have that more complete picture of their workforce capabilities – that is, not know what they know? One very good explanation is that companies put most of their efforts into rating their workforce according to the jobs and roles they are filling today. This is the essence of two important talent management processes: recruiting and performance appraisals.  In recruiting, a set of requirements is put together for a job, either explicitly or indirectly through a job description. During the recruiting process, much of the attention is paid towards whether the candidate has the qualifications, the skills, the experience and the cultural fit to be successful in the role. This makes a lot of sense.  In the performance appraisal process, an employee is measured on how well they performed the functions of their role and in an effort to help the employee do even better next time, they are also measured on proficiency in the competencies that are deemed to be key in doing that job. Again, the logic is impeccable.  But in both these cases, two adages come to mind: 1. What gets measured is what gets managed. 2. You only see what you are looking for. In other words, the fact that the current roles the workforce are performing are the basis for measuring which capabilities the workforce has, makes them the only capabilities to be measured. What was initially meant to be a positive, i.e. identify what is needed to perform well and measure it, in order that it can be managed, comes with the unintended negative consequence of overshadowing the other capabilities the workforce has. This also comes with an employee engagement price, for the measurements and management of workforce capabilities is to typically focus on where the workforce comes up short. Again, it makes sense to do this, since improving a capability that appears to result in improved performance benefits, both the individual through improved performance ratings and the company through improved productivity. But this is based on the assumption that the capabilities identified and their required proficiencies are the only attributes of the individual that matter. Anything else the individual brings that results in high performance, while resulting in a desired performance outcome, often goes unrecognized or underappreciated at best. As social media begins to occupy a more important part in current and future roles in organizations, businesses must incorporate social media savvy and innovation into job descriptions and expectations. These new measures could provide insight into how well someone can use social media tools to influence communities and decision makers; keep abreast of trends in fast-moving industries; present a positive brand image for the organization around thought leadership, customer focus, social responsibility; and coordinate and collaborate with partners. These measures should demonstrate the “social capital” the individual has invested in and developed over time. Without this dimension, “short cut” methods may generate a narrow set of positive metrics that do not have real, long-lasting benefits to the organization. How Workforce Reputation Management Helps HR Harness Social Media With hundreds of petabytes of social media data flowing across Facebook, LinkedIn and Twitter, businesses are tapping technology solutions to effectively leverage social for HR. Workforce reputation management technology helps organizations discover, mobilize and retain talent by providing insight into the social reputation and influence of the workforce while also helping organizations monitor employee social media policy compliance and mitigate social media risk.  There are three major ways that workforce reputation management technology can play a strategic role to support HR: 1. Improve Awareness and Decisions on Talent Many organizations measure the skills and competencies that they know they need today, but are unaware of what other skills and competencies their workforce has that could be essential tomorrow. How about whether your workforce has the reputation and influence to make their skills and competencies more effective? Many organizations don’t have insight into the social media “reach” their workforce has, which is becoming more critical to business performance. These features help organizations, managers, and employees improve many talent processes and decision making, including the following: Hiring and Assignments. People and teams with higher reputations are considered more valuable and effective workers. Someone with high reputation who refers a candidate also can have high credibility as a source for hires.   Training and Development. Reputation trend analysis can impact program decisions regarding training offerings by showing how reputation and influence across the workforce changes in concert with training. Worker reputation impacts development plans and goal choices by helping the individual see which development efforts result in improved reputation and influence.   Finding Hidden Talent. Managers can discover hidden talent and skills amongst employees based on a combination of social profile information and social media reputation. Employees can improve their personal brand and accelerate their career development.  2. Talent Search and Discovery The right technology helps organizations find information on people that might otherwise be hidden. By leveraging access to candidate and worker social profiles as well as their social relationships, workforce reputation management provides companies with a more complete picture of what their knowledge, skills, and attributes are and what they can in turn access. This more complete information helps to find the right talent both outside the organization as well as the right, perhaps previously hidden talent, within the organization to fill roles and staff projects, particularly those roles and projects that are required in reaction to fast-changing opportunities and circumstances. 3. Reputation Brings Credibility Workforce reputation management technology provides a clearer picture of how candidates and workers are viewed by their peers and communities across a wide range of social reputation and influence metrics. This information is less subject to individual bias and can impact critical decision-making. Knowing the individual’s reputation and influence enables the organization to predict how well their capabilities and behaviors will have a positive effect on desired business outcomes. Many roles that have the highest impact on overall business performance are dependent on the individual’s influence and reputation. In addition, reputation and influence measures offer a very tangible source of feedback for workers, providing them with insight that helps them develop themselves and their careers and see the effectiveness of those efforts by tracking changes over time in their reputation and influence. The following are some examples of the different reputation and influence measures of the workforce that Workforce Reputation Management could gather and analyze: Generosity – How often the user reposts other’s posts. Influence – How often the user’s material is reposted by others.  Engagement – The ratio of recent posts with references (e.g. links to other posts) to the total number of posts.  Activity – How frequently the user posts. (e.g. number per day)  Impact – The size of the users’ social networks, which indicates their ability to reach unique followers, friends, or users.   Clout – The number of references and citations of the user’s material in others’ posts.  The Vital Ingredient of Workforce Reputation Management: Employee Participation “Nothing about me, without me.” Valerie Billingham, “Through the Patient’s Eyes”, Salzburg Seminar Session 356, 1998 Since data resides primarily in social media, a question arises: what manner is used to collect that data? While much of social media activity is publicly accessible (as many who wished otherwise have learned to their chagrin), the social norms of social media have developed to put some restrictions on what is acceptable behavior and by whom. Disregarding these norms risks a repercussion firestorm. One of the more recognized norms is that while individuals can follow and engage with other individual’s public social activity (e.g. Twitter updates) fairly freely, the more an organization does this unprompted and without getting permission from the individual beforehand, the more likely the organization risks a totally opposite outcome from the one desired. Instead, the organization must look for permission from the individual, which can be met with resistance. That resistance comes from not knowing how the information will be used, how it will be shared with others, and not receiving enough benefit in return for granting permission. As the quote above about patient concerns and rights succinctly states, no one likes not feeling in control of the information about themselves, or the uncertainty about where it will be used. This is well understood in consumer social media (i.e. permission-based marketing) and is applicable to workforce reputation management. However, asking permission leaves open the very real possibility that no one, or so few, will grant permission, resulting in a small set of data with little usefulness for the company. Connecting Individual Motivation to Organization Needs So what is it that makes an individual decide to grant an organization access to the data it wants? It is when the individual’s own motivations are in alignment with the organization’s objectives. In the case of workforce reputation management, when the individual is motivated by a desire for increased visibility and career growth opportunities to advertise their skills and level of influence and reputation, they are aligned with the organizations’ objectives; to fill resource needs or strategically build better awareness of what skills are present in the workforce, as well as levels of influence and reputation. Individuals can see the benefit of granting access permission to the company through multiple means. One is through simple social awareness; they begin to discover that peers who are getting more career opportunities are those who are signed up for workforce reputation management. Another is where companies take the message directly to the individual; we think you would benefit from signing up with our workforce reputation management solution. Another, more strategic approach is to make reputation management part of a larger Career Development effort by the company; providing a wide set of tools to help the workforce find ways to plan and take action to achieve their career aspirations in the organization. An effective mechanism, that facilitates connecting the visibility and career growth motivations of the workforce with the larger context of the organization’s business objectives, is to use game mechanics to help individuals transform their career goals into concrete, actionable steps, such as signing up for reputation management. This works in favor of companies looking to use workforce reputation because the workforce is more apt to see how it fits into achieving their overall career goals, as well as seeing how other participation brings additional benefits.  Once an individual has signed up with reputation management, not only have they made themselves more visible within the organization and increased their career growth opportunities, they have also enabled a tool that they can use to better understand how their actions and behaviors impact their influence and reputation. Since they will be able to see their reputation and influence measurements change over time, they will gain better insight into how reputation and influence impacts their effectiveness in a role, as well as how their behaviors and skill levels in turn affect their influence and reputation. This insight can trigger much more directed, and effective, efforts by the individual to improve their ability to perform at a higher level and become more productive. The increased sense of autonomy the individual experiences, in linking the insight they gain to the actions and behavior changes they make, greatly enhances their engagement with their role as well as their career prospects within the company. Workforce reputation management takes the wide range of disparate data about the workforce being produced across various social media platforms and transforms it into accessible, relevant, and actionable information that helps the organization achieve its desired business objectives. Social media holds untapped insights about your talent, brand and business, and workforce reputation management can help unlock them. Imagine - if you could find the hidden secrets of your businesses, how much more productive and efficient would your organization be? Mark Bennett is a Director of Product Strategy at Oracle. Mark focuses on setting the strategic vision and direction for tools that help organizations understand, shape, and leverage the capabilities of their workforce to achieve business objectives, as well as help individuals work effectively to achieve their goals and navigate their own growth. His combination of a deep technical background in software design and development, coupled with a broad knowledge of business challenges and thinking in today’s globalized, rapidly changing, technology accelerated economy, has enabled him to identify and incorporate key innovations that are central to Oracle Fusion’s unique value proposition. Mark has over the course of his career been in charge of the design, development, and strategy of Talent Management products and the design and development of cutting edge software that is better equipped to handle the increasingly complex demands of users while also remaining easy to use. Follow him @mpbennett

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  • Unable to use factory girl with Cucumber and rails 3 (bundler problem)

    - by jbpros
    Hi there, I'm trying to run cucumber features with factory girl factories on a fresh Rails 3 application. Here is my Gemfile: source "http://gemcutter.org" gem "rails", "3.0.0.beta" gem "pg" gem "factory_girl", :git => "git://github.com/thoughtbot/factory_girl.git", :branch => "rails3" gem "rspec-rails", ">= 2.0.0.beta.4" gem "capybara" gem "database_cleaner" gem "cucumber-rails", :require => false Then the bundle install commande just runs smoothly: $ bundle install /usr/lib/ruby/gems/1.8/gems/bundler-0.9.3/lib/bundler/installer.rb:81:Warning: Gem::Dependency#version_requirements is deprecated and will be removed on or after August 2010. Use #requirement Updating git://github.com/thoughtbot/factory_girl.git Fetching source index from http://gemcutter.org Resolving dependencies Installing abstract (1.0.0) from system gems Installing actionmailer (3.0.0.beta) from system gems Installing actionpack (3.0.0.beta) from system gems Installing activemodel (3.0.0.beta) from system gems Installing activerecord (3.0.0.beta) from system gems Installing activeresource (3.0.0.beta) from system gems Installing activesupport (3.0.0.beta) from system gems Installing arel (0.2.1) from system gems Installing builder (2.1.2) from system gems Installing bundler (0.9.13) from system gems Installing capybara (0.3.6) from system gems Installing cucumber (0.6.3) from system gems Installing cucumber-rails (0.3.0) from system gems Installing culerity (0.2.9) from system gems Installing database_cleaner (0.5.0) from system gems Installing diff-lcs (1.1.2) from system gems Installing erubis (2.6.5) from system gems Installing factory_girl (1.2.3) from git://github.com/thoughtbot/factory_girl.git (at rails3) Installing ffi (0.6.3) from system gems Installing i18n (0.3.6) from system gems Installing json_pure (1.2.3) from system gems Installing mail (2.1.3) from system gems Installing memcache-client (1.7.8) from system gems Installing mime-types (1.16) from system gems Installing nokogiri (1.4.1) from system gems Installing pg (0.9.0) from system gems Installing polyglot (0.3.0) from system gems Installing rack (1.1.0) from system gems Installing rack-mount (0.4.7) from system gems Installing rack-test (0.5.3) from system gems Installing rails (3.0.0.beta) from system gems Installing railties (3.0.0.beta) from system gems Installing rake (0.8.7) from system gems Installing rspec (2.0.0.beta.4) from system gems Installing rspec-core (2.0.0.beta.4) from system gems Installing rspec-expectations (2.0.0.beta.4) from system gems Installing rspec-mocks (2.0.0.beta.4) from system gems Installing rspec-rails (2.0.0.beta.4) from system gems Installing selenium-webdriver (0.0.17) from system gems Installing term-ansicolor (1.0.5) from system gems Installing text-format (1.0.0) from system gems Installing text-hyphen (1.0.0) from system gems Installing thor (0.13.4) from system gems Installing treetop (1.4.4) from system gems Installing tzinfo (0.3.17) from system gems Installing webrat (0.7.0) from system gems Your bundle is complete! When I run cucumber, here is the error I get: $ rake cucumber (in /home/jbpros/projects/deorbitburn) /usr/lib/ruby/gems/1.8/gems/bundler-0.9.3/lib/bundler/resolver.rb:97:Warning: Gem::Dependency#version_requirements is deprecated and will be removed on or after August 2010. Use #requirement NOTICE: CREATE TABLE will create implicit sequence "posts_id_seq" for serial column "posts.id" NOTICE: CREATE TABLE / PRIMARY KEY will create implicit index "posts_pkey" for table "posts" /usr/bin/ruby1.8 -I "/usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/lib:lib" "/usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/cucumber" --profile default Using the default profile... git://github.com/thoughtbot/factory_girl.git (at rails3) is not checked out. Please run `bundle install` (Bundler::PathError) /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/source.rb:282:in `load_spec_files' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/source.rb:190:in `local_specs' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:36:in `runtime_gems' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:35:in `each' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:35:in `runtime_gems' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/index.rb:5:in `build' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:34:in `runtime_gems' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:14:in `index' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/index.rb:5:in `build' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:13:in `index' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:55:in `resolve_locally' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:28:in `specs' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:65:in `specs_for' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/environment.rb:23:in `requested_specs' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler/runtime.rb:18:in `setup' /home/jbpros/.bundle/gems/bundler-0.9.13/lib/bundler.rb:68:in `setup' /home/jbpros/projects/deorbitburn/config/boot.rb:7 /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `gem_original_require' /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `polyglot_original_require' /usr/lib/ruby/gems/1.8/gems/polyglot-0.3.0/lib/polyglot.rb:65:in `require' /home/jbpros/projects/deorbitburn/config/application.rb:1 /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `gem_original_require' /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `polyglot_original_require' /usr/lib/ruby/gems/1.8/gems/polyglot-0.3.0/lib/polyglot.rb:65:in `require' /home/jbpros/projects/deorbitburn/config/environment.rb:2 /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `gem_original_require' /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `polyglot_original_require' /usr/lib/ruby/gems/1.8/gems/polyglot-0.3.0/lib/polyglot.rb:65:in `require' /home/jbpros/projects/deorbitburn/features/support/env.rb:8 /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `gem_original_require' /usr/local/lib/site_ruby/1.8/rubygems/custom_require.rb:31:in `polyglot_original_require' /usr/lib/ruby/gems/1.8/gems/polyglot-0.3.0/lib/polyglot.rb:65:in `require' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/rb_support/rb_language.rb:124:in `load_code_file' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/step_mother.rb:85:in `load_code_file' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/step_mother.rb:77:in `load_code_files' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/step_mother.rb:76:in `each' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/step_mother.rb:76:in `load_code_files' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/cli/main.rb:48:in `execute!' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/../lib/cucumber/cli/main.rb:20:in `execute' /usr/lib/ruby/gems/1.8/gems/cucumber-0.6.3/bin/cucumber:8 rake aborted! Command failed with status (1): [/usr/bin/ruby1.8 -I "/usr/lib/ruby/gems/1....] (See full trace by running task with --trace) Do I have to do something special for bundler to check out factory girl's repository on github?

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  • What's the best name for a non-mutating "add" method on an immutable collection?

    - by Jon Skeet
    Sorry for the waffly title - if I could come up with a concise title, I wouldn't have to ask the question. Suppose I have an immutable list type. It has an operation Foo(x) which returns a new immutable list with the specified argument as an extra element at the end. So to build up a list of strings with values "Hello", "immutable", "world" you could write: var empty = new ImmutableList<string>(); var list1 = empty.Foo("Hello"); var list2 = list1.Foo("immutable"); var list3 = list2.Foo("word"); (This is C# code, and I'm most interested in a C# suggestion if you feel the language is important. It's not fundamentally a language question, but the idioms of the language may be important.) The important thing is that the existing lists are not altered by Foo - so empty.Count would still return 0. Another (more idiomatic) way of getting to the end result would be: var list = new ImmutableList<string>().Foo("Hello"); .Foo("immutable"); .Foo("word"); My question is: what's the best name for Foo? EDIT 3: As I reveal later on, the name of the type might not actually be ImmutableList<T>, which makes the position clear. Imagine instead that it's TestSuite and that it's immutable because the whole of the framework it's a part of is immutable... (End of edit 3) Options I've come up with so far: Add: common in .NET, but implies mutation of the original list Cons: I believe this is the normal name in functional languages, but meaningless to those without experience in such languages Plus: my favourite so far, it doesn't imply mutation to me. Apparently this is also used in Haskell but with slightly different expectations (a Haskell programmer might expect it to add two lists together rather than adding a single value to the other list). With: consistent with some other immutable conventions, but doesn't have quite the same "additionness" to it IMO. And: not very descriptive. Operator overload for + : I really don't like this much; I generally think operators should only be applied to lower level types. I'm willing to be persuaded though! The criteria I'm using for choosing are: Gives the correct impression of the result of the method call (i.e. that it's the original list with an extra element) Makes it as clear as possible that it doesn't mutate the existing list Sounds reasonable when chained together as in the second example above Please ask for more details if I'm not making myself clear enough... EDIT 1: Here's my reasoning for preferring Plus to Add. Consider these two lines of code: list.Add(foo); list.Plus(foo); In my view (and this is a personal thing) the latter is clearly buggy - it's like writing "x + 5;" as a statement on its own. The first line looks like it's okay, until you remember that it's immutable. In fact, the way that the plus operator on its own doesn't mutate its operands is another reason why Plus is my favourite. Without the slight ickiness of operator overloading, it still gives the same connotations, which include (for me) not mutating the operands (or method target in this case). EDIT 2: Reasons for not liking Add. Various answers are effectively: "Go with Add. That's what DateTime does, and String has Replace methods etc which don't make the immutability obvious." I agree - there's precedence here. However, I've seen plenty of people call DateTime.Add or String.Replace and expect mutation. There are loads of newsgroup questions (and probably SO ones if I dig around) which are answered by "You're ignoring the return value of String.Replace; strings are immutable, a new string gets returned." Now, I should reveal a subtlety to the question - the type might not actually be an immutable list, but a different immutable type. In particular, I'm working on a benchmarking framework where you add tests to a suite, and that creates a new suite. It might be obvious that: var list = new ImmutableList<string>(); list.Add("foo"); isn't going to accomplish anything, but it becomes a lot murkier when you change it to: var suite = new TestSuite<string, int>(); suite.Add(x => x.Length); That looks like it should be okay. Whereas this, to me, makes the mistake clearer: var suite = new TestSuite<string, int>(); suite.Plus(x => x.Length); That's just begging to be: var suite = new TestSuite<string, int>().Plus(x => x.Length); Ideally, I would like my users not to have to be told that the test suite is immutable. I want them to fall into the pit of success. This may not be possible, but I'd like to try. I apologise for over-simplifying the original question by talking only about an immutable list type. Not all collections are quite as self-descriptive as ImmutableList<T> :)

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  • From Bluehost to WP Engine, My WordPress Story

    - by thatjeffsmith
    This is probably the longest blog post I’ve written in a LONG time. And if you’re used to coming here for the Oracle stuff, this post is not about that. It’s about my blog, and the stuff under the hood that makes it run, AKA WordPress. If you want to skip to the juicy stuff, then use these shortcuts: My Site Slowed Down How I Moved to WP Engine How WP Engine ‘Hooked’ Me Why WP Engine? I started thatJeffSmith.com on May 28th, 2010. I had been already been blogging for several years, but a couple of really smart people I respected (Andy, Brent – thanks again!) suggested that I take ownership of my content and begin building my personal brand. I thought that was a good idea, and so I signed up for service with bluehost. Bluehost makes setting up a WordPress site very, very easy. And, they continued to be easy to work with for the past 2 years. I would even recommend them to anyone looking to host their own WordPress install/site. For $83.40, I purchased a year’s worth of service and my domain name registration – a very good value. And then last year I paid $107.40 for another year’s services. And when that year expired I paid another $190.80 for an additional two year’s service in advance. I had been up to that point, getting my money’s worth. And then, just a few weeks ago… My Site Slowed to a Crawl That spike was from an April Fool's Day Post, I think Why? Well, when I first started blogging, I had the same problem that most beginner bloggers have – not many readers. In my first year of blogging, I think the highest number of readers on a single day was about 125. I remember that day as I was very excited to break 100! Bluehost was very reliable, serving up my content with maybe a total of 3-4 outages in the past 2 years. Support was usually very prompt with answers and solutions, and I love their ‘Chat now’ technology – much nicer than message boards only or pay-to-talk phone support. In the past 6 months however, I noticed a couple of things: daily traffic was increasing – woohoo! my service was experiencing severe CPU throttling – doh! To be honest, I wasn’t aware the throttling was occuring, but I did know that the response time of my blog was starting to lag. Average load times were approaching 20-30 seconds. Not good when good sites are loading in 5 seconds or less. And just this past week, in getting ready to launch a new website for work that sucked in an RSS feed from my blog, the new page was left waiting for more than a minute. Not good! In fact my boss asked, why aren’t you blogging on Blogger? Ugh. I tried a few things to fix the problem: I paid for a premium WordPress theme – Themify’s Grido (thanks to @SQLRockstar for the heads-up) I installed a couple of WP caching plugins I read every WP optimization blog post I could get my greedy little eyes on However, at the same time I was also getting addicted to WordPress bloggers talking about all the cool things you could do with your blog. As a result I had at one point about 30 different plugins installed. WordPress runs on MySQL, and certain queries running via these plugins were starving for CPU. Plugins that would be called every page load meant that as more people clicked on my site, the more CPU I needed. I’m not stupid, so I eventually figured out that maybe less plugins was better, and was able to go down to just 20. But still, the site was running like a dog. CPU Throttling, makes MySQL wait to run a query Bluehost runs shared servers. Your site runs on the same box that several hundred (or thousand?) other services are running on. If you take more CPU than they think you should have, they will limit your service by making you stand in line for CPU, AKA ‘throttling.’ This is not bad. This business model allows them to serve many, many users for a very fair price. It works great until, well, until it doesn’t. I noticed in the last week that for every minute of service, I was being throttled between 60 and 300 seconds. If there were 5 MySQL processes running, then every single one of them were being held in check. The blog visitor notice this as their page requests would take a minute or more to be answered. Bluehost unfortunately doesn’t offer dedicated server hosting, so there was no real upgrade path for me follow and remain one of their customers. So what was I to do? Uninstall every plugin and hope the site sped up? Ask for people to take turns on my blog? I decided to spend my way out of the problem. I signed up for service with WP Engine and moved ThatJeffSmith.com The first 2 months are free, and after that it’s about $29/month to run my site on their system. My math tells me that’s a good bit more expensive than what Bluehost was charging me – to the tune of about 300% more a month. Oh, and I should just say that my blog is a personal blog even though I talk about work stuff here. I don’t get paid for blogging, I don’t sell ads, and I don’t expense the service fees – this is my personal passion. So is it worth it? In the first 4 days, it seems to be totally worth it. Load times have gone from 20-30 seconds to less than 5 seconds. A few folks have told me via Twitter that they notice faster page loads. I anticipate this will indirectly lead to more traffic as Google penalizes you in search results if your site is too slow, and of course some folks won’t even bother waiting more than 5-10 seconds. I noticed right away that writing posts, uploading pictures, and just using the WordPress dashboard in general was much more responsive. So writing is less of a chore now, which means I won’t have a good reason not to write How I Moved to WP Engine I signed up for the service and registered my domain. I then took a full export of my ‘old’ site by doing a FTP GET of all my files, then did a MySQL database backup, exported my WordPress Theme settings to a .zip file, and then finally used the WordPress ‘Export’ feature. I then used the WordPress ‘Import’ on the new site to load up my posts. Then I uploaded the theme .zip package from Themify. Then I FTP’d the ‘wp-content’ directory up to my new server using SFTP (WP Engine only supports secure FTP – good on them!) Using a temporary URL to see my new site, I was able to confirm that everything looked mostly OK – I’ll detail the challenges and issues of fixing the content next – but then it was time to ‘flip the switch.’ I updated the IP address that the DNS lookup tables use to route traffic to my new server. In a matter of minutes the DNS servers around the world were updated and it was time to see the new site! But It Was ‘Broken’ I had never moved a website before, and in my rush to update the DNS, I had changed the records without really finding out what I was supposed to do first. After re-reading the directions provided by WP Engine and following the guidance of their support engineer, I realized I had needed to set the CNAME (Alias) ‘www’ record to point to a different URL than the ‘www.thatjeffsmith.com’ entry I had set. Once corrected the site was up and running in less than a minute. Then It Was Only Mostly Broken Many of my plugins weren’t working. Apparently just ftp’ing the wp-content directory up wasn’t the proper way to re-install the plugin. I suspect file permissions or file ownership wasn’t proper. Some plug-ins were working, many had their settings wiped to the defaults, and a few just didn’t work again. I had to delete the directory of the plug-in manually via SFTP, and then use the WP Dashboard to install it from scratch. And here was my first ‘lesson’ – don’t switch the DNS records until you’ve completely tested your new site. I wasn’t able to navigate the old WP console to review my plug-in settings. Thankfully I was able to use the Wayback Machine to reverse engineer some things, and of course most plug-ins aren’t that complicated to setup to begin with. An example of one that I had to redo from scratch is the ‘Twitter @Anywhere Plus’ plugin that I use to create the form that allows folks to tweet a post they enjoyed at the end of each story. How WP Engine ‘Hooked’ Me I actually signed up with another provider first. They ranked highly in Google searches and a few Tweeps recommended them to me. But hours after signing up and I still didn’t have sever reyady, I was ready to give up on them. They offered no chat or phone support – only mail and message boards. And the message boards were rife with posts about how the service had gone downhill in the past 6 months. To their credit, they did make it easy to cancel, although I did have to do so via email as their website ‘cancel’ button was non-existent. Within minutes of activating my WP Engine account I had received my welcome message and directions on how to get started. I was able to see my staged website right away. They also did something very cool before I even got started – they looked at my existing site and told me by how much they could improve its performance. The proof is in the web pudding. I like this for a few reasons, but primarily I liked their business model. It told me they knew what they were doing, and that they were willing to put their money where their mouth was. This was further evident by their 60-day money back guarantee. And if I understand it correctly, they don’t even take your money until after that 60 day period is over. After a day, I was welcomed by the WP Engine social media team, and was given the opportunity to subscribe to their newsletter and follow their account on Twitter. I noticed their Twitter team is sure to post regular WordPress tips several times a day. It’s not just an account that’s setup for the sake of having a Twitter presence. These little things add up and give me confidence in my decision to choose them as my hosting partner. ‘Partner’ – that’s a lot nicer word than just ‘service provider,’ isn’t it? Oh, and they offered me a t-shirt. Don’t ever doubt the power of a ‘free’ t-shirt! How awesome is this e-mail, from a customer perspective? I wasn’t really expecting any of this. Exceeding expectations before I have even handed over a single dollar seems like a pretty good business plan. This is how you treat customers. Love them to death, and they reward you with loyalty. But Jeff, You Skipped a Piece Here, Why WP Engine? I found them on one of those ‘Top 10′ list posts, and pulled up their webpage. I noticed they offered a specialized service – they host WordPress installs, and that’s it. Their servers are tuned specifically for running WordPress. They had in bolded text, things like ‘INSANELY FAST. INFINITELY SCALABLE.’ and ‘LIGHTNING SPEED.’ And then they offered insurance against hackers and they took care of automatic backups and restores. The only drawbacks I have noticed so far relate to plugins I used that have been ‘blacklisted.’ In order to guarantee that ‘lightning’ speed, they have banned the use of the CPU-suckiest plugins. One of those is the ‘Related Posts’ plugin. So if you are a subscriber and are reading this in your email, you’ll notice there’s no links back to my blog to continue reading other related stories. Since that referral traffic is very small single-digit for my site, I decided that I’m OK with that. I’d rather have the warp-speed page loads. Again, I think that will lead to higher traffic down the road. In 50+ days I will need to decide if WP Engine is a permanent solution. I’ll be sure to update this post when that time comes and let y’all know how it turns out.

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  • Laissez les bon temps rouler! (Microsoft BI Conference 2010)

    - by smisner
    Laissez les bons temps rouler" is a Cajun phrase that I heard frequently when I lived in New Orleans in the mid-1990s. It means "Let the good times roll!" and encapsulates a feeling of happy expectation. As I met with many of my peers and new acquaintances at the Microsoft BI Conference last week, this phrase kept running through my mind as people spoke about their plans in their respective businesses, the benefits and opportunities that the recent releases in the BI stack are providing, and their expectations about the future of the BI stack.Notwithstanding some jabs here and there to point out the platform is neither perfect now nor will be anytime soon (along with admissions that the competitors are also not perfect), and notwithstanding several missteps by the event organizers (which I don't care to enumerate), the overarching mood at the conference was positive. It was a refreshing change from the doom and gloom hovering over several conferences that I attended in 2009. Although many people expect economic hardships to continue over the coming year or so, everyone I know in the BI field is busier than ever and expects to stay busy for quite a while.Self-Service BISelf-service was definitely a theme of the BI conference. In the keynote, Ted Kummert opened with a look back to a fairy tale vision of self-service BI that he told in 2008. At that time, the fairy tale future was a time when "every end user was able to use BI technologies within their job in order to move forward more effectively" and transitioned to the present time in which SQL Server 2008 R2, Office 2010, and SharePoint 2010 are available to deliver managed self-service BI.This set of technologies is presumably poised to address the needs of the 80% of users that Kummert said do not use BI today. He proceeded to outline a series of activities that users ought to be able to do themselves--from simple changes to a report like formatting or an addtional data visualization to integration of an additional data source. The keynote then continued with a series of demonstrations of both current and future technology in support of self-service BI. Some highlights that interested me:PowerPivot, of course, is the flagship product for self-service BI in the Microsoft BI stack. In the TechEd keynote, which was open to the BI conference attendees, Amir Netz (twitter) impressed the audience by demonstrating interactivity with a workbook containing 100 million rows. He upped the ante at the BI keynote with his demonstration of a future-state PowerPivot workbook containing over 2 billion records. It's important to note that this volume of data is being processed by a server engine, and not in the PowerPivot client engine. (Yes, I think it's impressive, but none of my clients are typically wrangling with 2 billion records at a time. Maybe they're thinking too small. This ability to work quickly with large data sets has greater implications for BI solutions than for self-service BI, in my opinion.)Amir also demonstrated KPIs for the future PowerPivot, which appeared to be easier to implement than in any other Microsoft product that supports KPIs, apart from simple KPIs in SharePoint. (My initial reaction is that we have one more place to build KPIs. Great. It's confusing enough. I haven't seen how well those KPIs integrate with other BI tools, which will be important for adoption.)One more PowerPivot feature that Amir showed was a graphical display of the lineage for calculations. (This is hugely practical, especially if you build up calculations incrementally. You can more easily follow the logic from calculation to calculation. Furthermore, if you need to make a change to one calculation, you can assess the impact on other calculations.)Another product demonstration will be available within the next 30 days--Pivot for Reporting Services. If you haven't seen this technology yet, check it out at www.getpivot.com. (It definitely has a wow factor, but I'm skeptical about its practicality. However, I'm looking forward to trying it out with data that I understand.)Michael Tejedor (twitter) demonstrated a feature that I think is really interesting and not emphasized nearly enough--overshadowed by PowerPivot, no doubt. That feature is the Microsoft Business Intelligence Indexing Connector, which enables search of the content of Excel workbooks and Reporting Services reports. (This capability existed in MOSS 2007, but was more cumbersome to implement. The search results in SharePoint 2010 are not only cooler, but more useful by describing whether the content is found in a table or a chart, for example.)This may yet be the dawning of the age of self-service BI - a phrase I've heard repeated from time to time over the last decade - but I think BI professionals are likely to stay busy for a long while, and need not start looking for a new line of work. Kummert repeatedly referenced strategic BI solutions in contrast to self-service BI to emphasize that self-service BI is not a replacement for the services that BI professionals provide. After all, self-service BI does not appear magically on user desktops (or whatever device they want to use). A supporting infrastructure is necessary, and grows in complexity in proportion to the need to simplify BI for users.It's one thing to hear the party line touted by Microsoft employees at the BI keynote, but it's another to hear from the people who are responsible for implementing and supporting it within an organization. Rob Collie (blog | twitter), Kasper de Jonge (blog | twitter), Vidas Matelis (site | twitter), and I were invited to join Andrew Brust (blog | twitter) as he led a Birds of a Feather session at TechEd entitled "PowerPivot: Is It the BI Deal-Changer for Developers and IT Pros?" I would single out the prevailing concern in this session as the issue of control. On one side of this issue were those who were concerned that they would lose control once PowerPivot is implemented. On the other side were those who believed that data should be freely accessible to users in PowerPivot, and even acknowledgment that users would get the data they want even if it meant they would have to manually enter into a workbook to have it ready for analysis. For another viewpoint on how PowerPivot played out at the conference, see Rob Collie's observations.Collaborative BII have been intrigued by the notion of collaborative BI for a very long time. Before I discovered BI, I was a Lotus Notes developer and later a manager of developers, working in a software company that enabled collaboration in the legal industry. Not only did I help create collaborative systems for our clients, I created a complete project management from the ground up to collaboratively manage our custom development work. In that case, collaboration involved my team, my client contacts, and me. I was also able to produce my own BI from that system as well, but didn't know that's what I was doing at the time. Only in recent years has SharePoint begun to catch up with the capabilities that I had with Lotus Notes more than a decade ago. Eventually, I had the opportunity at that job to formally investigate BI as another product offering for our software, and the rest - as they say - is history. I built my first data warehouse with Scott Cameron (who has also ventured into the authoring world by writing Analysis Services 2008 Step by Step and was at the BI Conference last week where I got to reminisce with him for a bit) and that began a career that I never imagined at the time.Fast forward to 2010, and I'm still lauding the virtues of collaborative BI, if only the tools will catch up to my vision! Thus, I was anxious to see what Donald Farmer (blog | twitter) and Rita Sallam of Gartner had to say on the subject in their session "Collaborative Decision Making." As I suspected, the tools aren't quite there yet, but the vendors are moving in the right direction. One thing I liked about this session was a non-Microsoft perspective of the state of the industry with regard to collaborative BI. In addition, this session included a better demonstration of SharePoint collaborative BI capabilities than appeared in the BI keynote. Check out the video in the link to the session to see the demonstration. One of the use cases that was demonstrated was linking from information to a person, because, as Donald put it, "People don't trust data, they trust people."The Microsoft BI Stack in GeneralA question I hear all the time from students when I'm teaching is how to know what tools to use when there is overlap between products in the BI stack. I've never taken the time to codify my thoughts on the subject, but saw that my friend Dan Bulos provided good insight on this topic from a variety of perspectives in his session, "So Many BI Tools, So Little Time." I thought one of his best points was that ideally you should be able to design in your tool of choice, and then deploy to your tool of choice. Unfortunately, the ideal is yet to become real across the platform. The closest we come is with the RDL in Reporting Services which can be produced from two different tools (Report Builder or Business Intelligence Development Studio's Report Designer), manually, or by a third-party or custom application. I have touted the idea for years (and publicly said so about 5 years ago) that eventually more products would be RDL producers or consumers, but we aren't there yet. Maybe in another 5 years.Another interesting session that covered the BI stack against a backdrop of competitive products was delivered by Andrew Brust. Andrew did a marvelous job of consolidating a lot of information in a way that clearly communicated how various vendors' offerings compared to the Microsoft BI stack. He also made a particularly compelling argument about how the existence of an ecosystem around the Microsoft BI stack provided innovation and opportunities lacking for other vendors. Check out his presentation, "How Does the Microsoft BI Stack...Stack Up?"Expo HallI had planned to spend more time in the Expo Hall to see who was doing new things with the BI stack, but didn't manage to get very far. Each time I set out on an exploratory mission, I got caught up in some fascinating conversations with one or more of my peers. I find interacting with people that I meet at conferences just as important as attending sessions to learn something new. There were a couple of items that really caught me eye, however, that I'll share here.Pragmatic Works. Whether you develop SSIS packages, build SSAS cubes, or author SSRS reports (or all of the above), you really must take a look at BI Documenter. Brian Knight (twitter) walked me through the key features, and I must say I was impressed. Once you've seen what this product can do, you won't want to document your BI projects any other way. You can download a free single-user database edition, or choose from more feature-rich standard or professional editions.Microsoft Press ebooks. I also stopped by the O'Reilly Media booth to meet some folks that one of my acquisitions editors at Microsoft Press recommended. In case you haven't heard, Microsoft Press has partnered with O'Reilly Media for distribution and publishing. Apart from my interest in learning more about O'Reilly Media as an author, an advertisement in their booth caught me eye which I think is a really great move. When you buy Microsoft Press ebooks through the O'Reilly web site, you can receive it in any (or all) of the following formats where possible: PDF, epub, .mobi for Kindle and .apk for Android. You also have lifetime DRM-free access to the ebooks. As someone who is an avid collector of books, I fnd myself running out of room for storage. In addition, I travel a lot, and it's hard to lug my reference library with me. Today's e-reader options make the move to digital books a more viable way to grow my library. Having a variety of formats means I am not limited to a single device, and lifetime access means I don't have to worry about keeping track of where I've stored my files. Because the e-books are DRM-free, I can copy and paste when I'm compiling notes, and I can print pages when necessary. That's a winning combination in my mind!Overall, I was pleased with the BI conference. There were many more sessions that I couldn't attend, either because the room was full when I got there or there were multiple sessions running concurrently that I wanted to see. Fortunately, many of the sessions are accessible for viewing online at http://www.msteched.com/2010/NorthAmerica along with the TechEd sessions. You can spot the BI sessions by the yellow skyline on the title slide of the presentation as shown below. 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  • PASS: Bylaw Change 2013

    - by Bill Graziano
    PASS launched a Global Growth Initiative in the Summer of 2011 with the appointment of three international Board advisors.  Since then we’ve thought and talked extensively about how we make PASS more relevant to our members outside the US and Canada.  We’ve collected much of that discussion in our Global Growth site.  You can find vision documents, plans, governance proposals, feedback sites, and transcripts of Twitter chats and town hall meetings.  We also address these plans at the Board Q&A during the 2012 Summit. One of the biggest changes coming out of this process is around how we elect Board members.  And that requires a change to the bylaws.  We published the proposed bylaw changes as a red-lined document so you can clearly see the changes.  Our goal in these bylaw changes was to address the changes required by the global growth initiatives, conduct a legal review of the document and address other minor issues in the document.  There are numerous small wording changes throughout the document.  For example, we replaced every reference of “The Corporation” with the word “PASS” so it now reads “PASS is organized…”. Board Composition The biggest change in these bylaw changes is how the Board is composed and elected.  This discussion starts in section VI.2.  This section now says that some elected directors will come from geographic regions.  I think this is the best way to make sure we give all of our members a voice in the leadership of the organization.  The key parts of this section are: The remaining Directors (i.e. the non-Officer Directors and non-Vendor Appointed Directors) shall be elected by the voting membership (“Elected Directors”). Elected Directors shall include representatives of defined PASS regions (“Regions”) as set forth below (“Regional Directors”) and at minimum one (1) additional Director-at-Large whose selection is not limited by region. Regional Directors shall include, but are not limited to, two (2) seats for the Region covering Canada and the United States of America. Additional Regions for the purpose of electing additional Regional Directors and additional Director-at-Large seats for the purpose of expanding the Board shall be defined by a majority vote of the current Board of Directors and must be established prior to the public call for nominations in the general election. Previously defined Regions and seats approved by the Board of Directors shall remain in effect and can only be modified by a 2/3 majority vote by the then current Board of Directors. Currently PASS has six At-Large Directors elected by the members.  These changes allow for a Regional Director position that is elected by the members but must come from a particular region.  It also stipulates that there must always be at least one Director-at-Large who can come from any region. We also understand that PASS is currently a very US-centric organization.  Our Summit is held in America, roughly half our chapters are in the US and Canada and most of the Board members over the last ten years have come from America.  We wanted to reflect that by making sure that our US and Canadian volunteers would continue to play a significant role by ensuring that two Regional seats are reserved specifically for Canada and the US. Other than that, the bylaws don’t create any specific regional seats.  These rules allow us to create Regional Director seats but don’t require it.  We haven’t fully discussed what the criteria will be in order for a region to have a seat designated for it or how many regions there will be.  In our discussions we’ve broadly discussed regions for United States and Canada Europe, Middle East, and Africa (EMEA) Australia, New Zealand and Asia (also known as Asia Pacific or APAC) Mexico, South America, and Central America (LATAM) As you can see, our thinking is that there will be a few large regions.  I’ve also considered a non-North America region that we can gradually split into the regions above as our membership grows in those areas.  The regions will be defined by a policy document that will be published prior to the elections. I’m hoping that over the next year we can begin to publish more of what we do as Board-approved policy documents. While the bylaws only require a single non-region specific At-large Director, I would expect we would always have two.  That way we can have one in each election.  I think it’s important that we always have one seat open that anyone who is eligible to run for the Board can contest.  The Board is required to have any regions defined prior to the start of the election process. Board Elections – Regional Seats We spent a lot of time discussing how the elections would work for these Regional Director seats.  Ultimately we decided that the simplest solution is that every PASS member should vote for every open seat.  Section VIII.3 reads: Candidates who are eligible (i.e. eligible to serve in such capacity subject to the criteria set forth herein or adopted by the Board of Directors) shall be designated to fill open Board seats in the following order of priority on the basis of total votes received: (i) full term Regional Director seats, (ii) full term Director-at-Large seats, (iii) not full term (vacated) Regional Director seats, (iv) not full term (vacated) Director-at-Large seats. For the purposes of clarity, because of eligibility requirements, it is contemplated that the candidates designated to the open Board seats may not receive more votes than certain other candidates who are not selected to the Board. We debated whether to have multiple ballots or one single ballot.  Multiple ballot elections get complicated quickly.  Let’s say we have a ballot for US/Canada and one for Region 2.  After that we’d need a mechanism to merge those two together and come up with the winner of the at-large seat or have another election for the at-large position.  We think the best way to do this is a single ballot and putting the highest vote getters into the most restrictive seats.  Let’s look at an example: There are seats open for Region 1, Region 2 and at-large.  The election results are as follows: Candidate A (eligible for Region 1) – 550 votes Candidate B (eligible for Region 1) – 525 votes Candidate C (eligible for Region 1) – 475 votes Candidate D (eligible for Region 2) – 125 votes Candidate E (eligible for Region 2) – 75 votes In this case, Candidate A is the winner for Region 1 and is assigned that seat.  Candidate D is the winner for Region 2 and is assigned that seat.  The at-large seat is filled by the high remaining vote getter which is Candidate B. The key point to understand is that we may have a situation where a person with a lower vote total is elected to a regional seat and a person with a higher vote total is excluded.  This will be true whether we had multiple ballots or a single ballot.  Board Elections – Vacant Seats The other change to the election process is for vacant Board seats.  The actual changes are sprinkled throughout the document. Previously we didn’t have a mechanism that allowed for an election of a Board seat that we knew would be vacant in the future.  The most common case is when a Board members moves to an Officer role in the middle of their term.  One of the key changes is to allow the number of votes members have to match the number of open seats.  This allows each voter to express their preference on all open seats.  This only applies when we know about the opening prior to the call for nominations.  This all means that if there’s a seat will be open at the start of the next Board term, and we know about it prior to the call for nominations, we can include that seat in the elections.  Ultimately, the aim is to have PASS members decide who sits on the Board in as many situations as possible. We discussed the option of changing the bylaws to just take next highest vote-getter in all other cases.  I think that’s wrong for the following reasons: All voters aren’t able to express an opinion on all candidates.  If there are five people running for three seats, you can only vote for three.  You have no way to express your preference between #4 and #5. Different candidates may have different information about the number of seats available.  A person may learn that a Board member plans to resign at the end of the year prior to that information being made public. They may understand that the top four vote getters will end up on the Board while the rest of the members believe there are only three openings.  This may affect someone’s decision to run.  I don’t think this creates a transparent, fair election. Board members may use their knowledge of the election results to decide whether to remain on the Board or not.  Admittedly this one is unlikely but I don’t want to create a situation where this accusation can be leveled. I think the majority of vacancies in the future will be handled through elections.  The bylaw section quoted above also indicates that partial term vacancies will be filled after the full term seats are filled. Removing Directors Section VI.7 on removing directors has always had a clause that allowed members to remove an elected director.  We also had a clause that allowed appointed directors to be removed.  We added a clause that allows the Board to remove for cause any director with a 2/3 majority vote.  The updated text reads: Any Director may be removed for cause by a 2/3 majority vote of the Board of Directors whenever in its judgment the best interests of PASS would be served thereby. Notwithstanding the foregoing, the authority of any Director to act as in an official capacity as a Director or Officer of PASS may be suspended by the Board of Directors for cause. Cause for suspension or removal of a Director shall include but not be limited to failure to meet any Board-approved performance expectations or the presence of a reason for suspension or dismissal as listed in Addendum B of these Bylaws. The first paragraph is updated and the second and third are unchanged (except cleaning up language).  If you scroll down and look at Addendum B of these bylaws you find the following: Cause for suspension or dismissal of a member of the Board of Directors may include: Inability to attend Board meetings on a regular basis. Inability or unwillingness to act in a capacity designated by the Board of Directors. Failure to fulfill the responsibilities of the office. Inability to represent the Region elected to represent Failure to act in a manner consistent with PASS's Bylaws and/or policies. Misrepresentation of responsibility and/or authority. Misrepresentation of PASS. Unresolved conflict of interests with Board responsibilities. Breach of confidentiality. The bold line about your inability to represent your region is what we added to the bylaws in this revision.  We also added a clause to section VII.3 allowing the Board to remove an officer.  That clause is much less restrictive.  It doesn’t require cause and only requires a simple majority. The Board of Directors may remove any Officer whenever in their judgment the best interests of PASS shall be served by such removal. Other There are numerous other small changes throughout the document. Proxy voting.  The laws around how members and Board members proxy votes are specific in Illinois law.  PASS is an Illinois corporation and is subject to Illinois laws.  We changed section IV.5 to come into compliance with those laws.  Specifically this says you can only vote through a proxy if you have a written proxy through your authorized attorney.  English language proficiency.  As we increase our global footprint we come across more members that aren’t native English speakers.  The business of PASS is conducted in English and it’s important that our Board members speak English.  If we get big enough to afford translators, we may be able to relax this but right now we need English language skills for effective Board members. Committees.  The language around committees in section IX is old and dated.  Our lawyers advised us to clean it up.  This section specifically applies to any committees that the Board may form outside of portfolios.  We removed the term limits, quorum and vacancies clause.  We don’t currently have any committees that this would apply to.  The Nominating Committee is covered elsewhere in the bylaws. Electronic Votes.  The change allows the Board to vote via email but the results must be unanimous.  This is to conform with Illinois state law. Immediate Past President.  There was no mechanism to fill the IPP role if an outgoing President chose not to participate.  We changed section VII.8 to allow the Board to invite any previous President to fill the role by majority vote. Nominations Committee.  We’ve opened the language to allow for the transparent election of the Nominations Committee as outlined by the 2011 Election Review Committee. Revocation of Charters. The language surrounding the revocation of charters for local groups was flagged by the lawyers. We have allowed for the local user group to make all necessary payment before considering returning of items to PASS if required. Bylaw notification. We’ve spent countless meetings working on these bylaws with the intent to not open them again any time in the near future. Should the bylaws be opened again, we have included a clause ensuring that the PASS membership is involved. I’m proud that the Board has remained committed to transparency and accountability to members. This clause will require that same level of commitment in the future even when all the current Board members have rolled off. I think that covers everything.  I’d encourage you to look through the red-line document and see the changes.  It’s helpful to look at the language that’s being removed and the language that’s being added.  I’m happy to answer any questions here or you can email them to [email protected].

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  • How to find and fix performance problems in ORM powered applications

    - by FransBouma
    Once in a while we get requests about how to fix performance problems with our framework. As it comes down to following the same steps and looking into the same things every single time, I decided to write a blogpost about it instead, so more people can learn from this and solve performance problems in their O/R mapper powered applications. In some parts it's focused on LLBLGen Pro but it's also usable for other O/R mapping frameworks, as the vast majority of performance problems in O/R mapper powered applications are not specific for a certain O/R mapper framework. Too often, the developer looks at the wrong part of the application, trying to fix what isn't a problem in that part, and getting frustrated that 'things are so slow with <insert your favorite framework X here>'. I'm in the O/R mapper business for a long time now (almost 10 years, full time) and as it's a small world, we O/R mapper developers know almost all tricks to pull off by now: we all know what to do to make task ABC faster and what compromises (because there are almost always compromises) to deal with if we decide to make ABC faster that way. Some O/R mapper frameworks are faster in X, others in Y, but you can be sure the difference is mainly a result of a compromise some developers are willing to deal with and others aren't. That's why the O/R mapper frameworks on the market today are different in many ways, even though they all fetch and save entities from and to a database. I'm not suggesting there's no room for improvement in today's O/R mapper frameworks, there always is, but it's not a matter of 'the slowness of the application is caused by the O/R mapper' anymore. Perhaps query generation can be optimized a bit here, row materialization can be optimized a bit there, but it's mainly coming down to milliseconds. Still worth it if you're a framework developer, but it's not much compared to the time spend inside databases and in user code: if a complete fetch takes 40ms or 50ms (from call to entity object collection), it won't make a difference for your application as that 10ms difference won't be noticed. That's why it's very important to find the real locations of the problems so developers can fix them properly and don't get frustrated because their quest to get a fast, performing application failed. Performance tuning basics and rules Finding and fixing performance problems in any application is a strict procedure with four prescribed steps: isolate, analyze, interpret and fix, in that order. It's key that you don't skip a step nor make assumptions: these steps help you find the reason of a problem which seems to be there, and how to fix it or leave it as-is. Skipping a step, or when you assume things will be bad/slow without doing analysis will lead to the path of premature optimization and won't actually solve your problems, only create new ones. The most important rule of finding and fixing performance problems in software is that you have to understand what 'performance problem' actually means. Most developers will say "when a piece of software / code is slow, you have a performance problem". But is that actually the case? If I write a Linq query which will aggregate, group and sort 5 million rows from several tables to produce a resultset of 10 rows, it might take more than a couple of milliseconds before that resultset is ready to be consumed by other logic. If I solely look at the Linq query, the code consuming the resultset of the 10 rows and then look at the time it takes to complete the whole procedure, it will appear to me to be slow: all that time taken to produce and consume 10 rows? But if you look closer, if you analyze and interpret the situation, you'll see it does a tremendous amount of work, and in that light it might even be extremely fast. With every performance problem you encounter, always do realize that what you're trying to solve is perhaps not a technical problem at all, but a perception problem. The second most important rule you have to understand is based on the old saying "Penny wise, Pound Foolish": the part which takes e.g. 5% of the total time T for a given task isn't worth optimizing if you have another part which takes a much larger part of the total time T for that same given task. Optimizing parts which are relatively insignificant for the total time taken is not going to bring you better results overall, even if you totally optimize that part away. This is the core reason why analysis of the complete set of application parts which participate in a given task is key to being successful in solving performance problems: No analysis -> no problem -> no solution. One warning up front: hunting for performance will always include making compromises. Fast software can be made maintainable, but if you want to squeeze as much performance out of your software, you will inevitably be faced with the dilemma of compromising one or more from the group {readability, maintainability, features} for the extra performance you think you'll gain. It's then up to you to decide whether it's worth it. In almost all cases it's not. The reason for this is simple: the vast majority of performance problems can be solved by implementing the proper algorithms, the ones with proven Big O-characteristics so you know the performance you'll get plus you know the algorithm will work. The time taken by the algorithm implementing code is inevitable: you already implemented the best algorithm. You might find some optimizations on the technical level but in general these are minor. Let's look at the four steps to see how they guide us through the quest to find and fix performance problems. Isolate The first thing you need to do is to isolate the areas in your application which are assumed to be slow. For example, if your application is a web application and a given page is taking several seconds or even minutes to load, it's a good candidate to check out. It's important to start with the isolate step because it allows you to focus on a single code path per area with a clear begin and end and ignore the rest. The rest of the steps are taken per identified problematic area. Keep in mind that isolation focuses on tasks in an application, not code snippets. A task is something that's started in your application by either another task or the user, or another program, and has a beginning and an end. You can see a task as a piece of functionality offered by your application.  Analyze Once you've determined the problem areas, you have to perform analysis on the code paths of each area, to see where the performance problems occur and which areas are not the problem. This is a multi-layered effort: an application which uses an O/R mapper typically consists of multiple parts: there's likely some kind of interface (web, webservice, windows etc.), a part which controls the interface and business logic, the O/R mapper part and the RDBMS, all connected with either a network or inter-process connections provided by the OS or other means. Each of these parts, including the connectivity plumbing, eat up a part of the total time it takes to complete a task, e.g. load a webpage with all orders of a given customer X. To understand which parts participate in the task / area we're investigating and how much they contribute to the total time taken to complete the task, analysis of each participating task is essential. Start with the code you wrote which starts the task, analyze the code and track the path it follows through your application. What does the code do along the way, verify whether it's correct or not. Analyze whether you have implemented the right algorithms in your code for this particular area. Remember we're looking at one area at a time, which means we're ignoring all other code paths, just the code path of the current problematic area, from begin to end and back. Don't dig in and start optimizing at the code level just yet. We're just analyzing. If your analysis reveals big architectural stupidity, it's perhaps a good idea to rethink the architecture at this point. For the rest, we're analyzing which means we collect data about what could be wrong, for each participating part of the complete application. Reviewing the code you wrote is a good tool to get deeper understanding of what is going on for a given task but ultimately it lacks precision and overview what really happens: humans aren't good code interpreters, computers are. We therefore need to utilize tools to get deeper understanding about which parts contribute how much time to the total task, triggered by which other parts and for example how many times are they called. There are two different kind of tools which are necessary: .NET profilers and O/R mapper / RDBMS profilers. .NET profiling .NET profilers (e.g. dotTrace by JetBrains or Ants by Red Gate software) show exactly which pieces of code are called, how many times they're called, and the time it took to run that piece of code, at the method level and sometimes even at the line level. The .NET profilers are essential tools for understanding whether the time taken to complete a given task / area in your application is consumed by .NET code, where exactly in your code, the path to that code, how many times that code was called by other code and thus reveals where hotspots are located: the areas where a solution can be found. Importantly, they also reveal which areas can be left alone: remember our penny wise pound foolish saying: if a profiler reveals that a group of methods are fast, or don't contribute much to the total time taken for a given task, ignore them. Even if the code in them is perhaps complex and looks like a candidate for optimization: you can work all day on that, it won't matter.  As we're focusing on a single area of the application, it's best to start profiling right before you actually activate the task/area. Most .NET profilers support this by starting the application without starting the profiling procedure just yet. You navigate to the particular part which is slow, start profiling in the profiler, in your application you perform the actions which are considered slow, and afterwards you get a snapshot in the profiler. The snapshot contains the data collected by the profiler during the slow action, so most data is produced by code in the area to investigate. This is important, because it allows you to stay focused on a single area. O/R mapper and RDBMS profiling .NET profilers give you a good insight in the .NET side of things, but not in the RDBMS side of the application. As this article is about O/R mapper powered applications, we're also looking at databases, and the software making it possible to consume the database in your application: the O/R mapper. To understand which parts of the O/R mapper and database participate how much to the total time taken for task T, we need different tools. There are two kind of tools focusing on O/R mappers and database performance profiling: O/R mapper profilers and RDBMS profilers. For O/R mapper profilers, you can look at LLBLGen Prof by hibernating rhinos or the Linq to Sql/LLBLGen Pro profiler by Huagati. Hibernating rhinos also have profilers for other O/R mappers like NHibernate (NHProf) and Entity Framework (EFProf) and work the same as LLBLGen Prof. For RDBMS profilers, you have to look whether the RDBMS vendor has a profiler. For example for SQL Server, the profiler is shipped with SQL Server, for Oracle it's build into the RDBMS, however there are also 3rd party tools. Which tool you're using isn't really important, what's important is that you get insight in which queries are executed during the task / area we're currently focused on and how long they took. Here, the O/R mapper profilers have an advantage as they collect the time it took to execute the query from the application's perspective so they also collect the time it took to transport data across the network. This is important because a query which returns a massive resultset or a resultset with large blob/clob/ntext/image fields takes more time to get transported across the network than a small resultset and a database profiler doesn't take this into account most of the time. Another tool to use in this case, which is more low level and not all O/R mappers support it (though LLBLGen Pro and NHibernate as well do) is tracing: most O/R mappers offer some form of tracing or logging system which you can use to collect the SQL generated and executed and often also other activity behind the scenes. While tracing can produce a tremendous amount of data in some cases, it also gives insight in what's going on. Interpret After we've completed the analysis step it's time to look at the data we've collected. We've done code reviews to see whether we've done anything stupid and which parts actually take place and if the proper algorithms have been implemented. We've done .NET profiling to see which parts are choke points and how much time they contribute to the total time taken to complete the task we're investigating. We've performed O/R mapper profiling and RDBMS profiling to see which queries were executed during the task, how many queries were generated and executed and how long they took to complete, including network transportation. All this data reveals two things: which parts are big contributors to the total time taken and which parts are irrelevant. Both aspects are very important. The parts which are irrelevant (i.e. don't contribute significantly to the total time taken) can be ignored from now on, we won't look at them. The parts which contribute a lot to the total time taken are important to look at. We now have to first look at the .NET profiler results, to see whether the time taken is consumed in our own code, in .NET framework code, in the O/R mapper itself or somewhere else. For example if most of the time is consumed by DbCommand.ExecuteReader, the time it took to complete the task is depending on the time the data is fetched from the database. If there was just 1 query executed, according to tracing or O/R mapper profilers / RDBMS profilers, check whether that query is optimal, uses indexes or has to deal with a lot of data. Interpret means that you follow the path from begin to end through the data collected and determine where, along the path, the most time is contributed. It also means that you have to check whether this was expected or is totally unexpected. My previous example of the 10 row resultset of a query which groups millions of rows will likely reveal that a long time is spend inside the database and almost no time is spend in the .NET code, meaning the RDBMS part contributes the most to the total time taken, the rest is compared to that time, irrelevant. Considering the vastness of the source data set, it's expected this will take some time. However, does it need tweaking? Perhaps all possible tweaks are already in place. In the interpret step you then have to decide that further action in this area is necessary or not, based on what the analysis results show: if the analysis results were unexpected and in the area where the most time is contributed to the total time taken is room for improvement, action should be taken. If not, you can only accept the situation and move on. In all cases, document your decision together with the analysis you've done. If you decide that the perceived performance problem is actually expected due to the nature of the task performed, it's essential that in the future when someone else looks at the application and starts asking questions you can answer them properly and new analysis is only necessary if situations changed. Fix After interpreting the analysis results you've concluded that some areas need adjustment. This is the fix step: you're actively correcting the performance problem with proper action targeted at the real cause. In many cases related to O/R mapper powered applications it means you'll use different features of the O/R mapper to achieve the same goal, or apply optimizations at the RDBMS level. It could also mean you apply caching inside your application (compromise memory consumption over performance) to avoid unnecessary re-querying data and re-consuming the results. After applying a change, it's key you re-do the analysis and interpretation steps: compare the results and expectations with what you had before, to see whether your actions had any effect or whether it moved the problem to a different part of the application. Don't fall into the trap to do partly analysis: do the full analysis again: .NET profiling and O/R mapper / RDBMS profiling. It might very well be that the changes you've made make one part faster but another part significantly slower, in such a way that the overall problem hasn't changed at all. Performance tuning is dealing with compromises and making choices: to use one feature over the other, to accept a higher memory footprint, to go away from the strict-OO path and execute queries directly onto the RDBMS, these are choices and compromises which will cross your path if you want to fix performance problems with respect to O/R mappers or data-access and databases in general. In most cases it's not a big issue: alternatives are often good choices too and the compromises aren't that hard to deal with. What is important is that you document why you made a choice, a compromise: which analysis data, which interpretation led you to the choice made. This is key for good maintainability in the years to come. Most common performance problems with O/R mappers Below is an incomplete list of common performance problems related to data-access / O/R mappers / RDBMS code. It will help you with fixing the hotspots you found in the interpretation step. SELECT N+1: (Lazy-loading specific). Lazy loading triggered performance bottlenecks. Consider a list of Orders bound to a grid. You have a Field mapped onto a related field in Order, Customer.CompanyName. Showing this column in the grid will make the grid fetch (indirectly) for each row the Customer row. This means you'll get for the single list not 1 query (for the orders) but 1+(the number of orders shown) queries. To solve this: use eager loading using a prefetch path to fetch the customers with the orders. SELECT N+1 is easy to spot with an O/R mapper profiler or RDBMS profiler: if you see a lot of identical queries executed at once, you have this problem. Prefetch paths using many path nodes or sorting, or limiting. Eager loading problem. Prefetch paths can help with performance, but as 1 query is fetched per node, it can be the number of data fetched in a child node is bigger than you think. Also consider that data in every node is merged on the client within the parent. This is fast, but it also can take some time if you fetch massive amounts of entities. If you keep fetches small, you can use tuning parameters like the ParameterizedPrefetchPathThreshold setting to get more optimal queries. Deep inheritance hierarchies of type Target Per Entity/Type. If you use inheritance of type Target per Entity / Type (each type in the inheritance hierarchy is mapped onto its own table/view), fetches will join subtype- and supertype tables in many cases, which can lead to a lot of performance problems if the hierarchy has many types. With this problem, keep inheritance to a minimum if possible, or switch to a hierarchy of type Target Per Hierarchy, which means all entities in the inheritance hierarchy are mapped onto the same table/view. Of course this has its own set of drawbacks, but it's a compromise you might want to take. Fetching massive amounts of data by fetching large lists of entities. LLBLGen Pro supports paging (and limiting the # of rows returned), which is often key to process through large sets of data. Use paging on the RDBMS if possible (so a query is executed which returns only the rows in the page requested). When using paging in a web application, be sure that you switch server-side paging on on the datasourcecontrol used. In this case, paging on the grid alone is not enough: this can lead to fetching a lot of data which is then loaded into the grid and paged there. Keep note that analyzing queries for paging could lead to the false assumption that paging doesn't occur, e.g. when the query contains a field of type ntext/image/clob/blob and DISTINCT can't be applied while it should have (e.g. due to a join): the datareader will do DISTINCT filtering on the client. this is a little slower but it does perform paging functionality on the data-reader so it won't fetch all rows even if the query suggests it does. Fetch massive amounts of data because blob/clob/ntext/image fields aren't excluded. LLBLGen Pro supports field exclusion for queries. You can exclude fields (also in prefetch paths) per query to avoid fetching all fields of an entity, e.g. when you don't need them for the logic consuming the resultset. Excluding fields can greatly reduce the amount of time spend on data-transport across the network. Use this optimization if you see that there's a big difference between query execution time on the RDBMS and the time reported by the .NET profiler for the ExecuteReader method call. Doing client-side aggregates/scalar calculations by consuming a lot of data. If possible, try to formulate a scalar query or group by query using the projection system or GetScalar functionality of LLBLGen Pro to do data consumption on the RDBMS server. It's far more efficient to process data on the RDBMS server than to first load it all in memory, then traverse the data in-memory to calculate a value. Using .ToList() constructs inside linq queries. It might be you use .ToList() somewhere in a Linq query which makes the query be run partially in-memory. Example: var q = from c in metaData.Customers.ToList() where c.Country=="Norway" select c; This will actually fetch all customers in-memory and do an in-memory filtering, as the linq query is defined on an IEnumerable<T>, and not on the IQueryable<T>. Linq is nice, but it can often be a bit unclear where some parts of a Linq query might run. Fetching all entities to delete into memory first. To delete a set of entities it's rather inefficient to first fetch them all into memory and then delete them one by one. It's more efficient to execute a DELETE FROM ... WHERE query on the database directly to delete the entities in one go. LLBLGen Pro supports this feature, and so do some other O/R mappers. It's not always possible to do this operation in the context of an O/R mapper however: if an O/R mapper relies on a cache, these kind of operations are likely not supported because they make it impossible to track whether an entity is actually removed from the DB and thus can be removed from the cache. Fetching all entities to update with an expression into memory first. Similar to the previous point: it is more efficient to update a set of entities directly with a single UPDATE query using an expression instead of fetching the entities into memory first and then updating the entities in a loop, and afterwards saving them. It might however be a compromise you don't want to take as it is working around the idea of having an object graph in memory which is manipulated and instead makes the code fully aware there's a RDBMS somewhere. Conclusion Performance tuning is almost always about compromises and making choices. It's also about knowing where to look and how the systems in play behave and should behave. The four steps I provided should help you stay focused on the real problem and lead you towards the solution. Knowing how to optimally use the systems participating in your own code (.NET framework, O/R mapper, RDBMS, network/services) is key for success as well as knowing what's going on inside the application you built. I hope you'll find this guide useful in tracking down performance problems and dealing with them in a useful way.  

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  • The Incremental Architect&acute;s Napkin &ndash; #3 &ndash; Make Evolvability inevitable

    - by Ralf Westphal
    Originally posted on: http://geekswithblogs.net/theArchitectsNapkin/archive/2014/06/04/the-incremental-architectacutes-napkin-ndash-3-ndash-make-evolvability-inevitable.aspxThe easier something to measure the more likely it will be produced. Deviations between what is and what should be can be readily detected. That´s what automated acceptance tests are for. That´s what sprint reviews in Scrum are for. It´s no small wonder our software looks like it looks. It has all the traits whose conformance with requirements can easily be measured. And it´s lacking traits which cannot easily be measured. Evolvability (or Changeability) is such a trait. If an operation is correct, if an operation if fast enough, that can be checked very easily. But whether Evolvability is high or low, that cannot be checked by taking a measure or two. Evolvability might correlate with certain traits, e.g. number of lines of code (LOC) per function or Cyclomatic Complexity or test coverage. But there is no threshold value signalling “evolvability too low”; also Evolvability is hardly tangible for the customer. Nevertheless Evolvability is of great importance - at least in the long run. You can get away without much of it for a short time. Eventually, though, it´s needed like any other requirement. Or even more. Because without Evolvability no other requirement can be implemented. Evolvability is the foundation on which all else is build. Such fundamental importance is in stark contrast with its immeasurability. To compensate this, Evolvability must be put at the very center of software development. It must become the hub around everything else revolves. Since we cannot measure Evolvability, though, we cannot start watching it more. Instead we need to establish practices to keep it high (enough) at all times. Chefs have known that for long. That´s why everybody in a restaurant kitchen is constantly seeing after cleanliness. Hygiene is important as is to have clean tools at standardized locations. Only then the health of the patrons can be guaranteed and production efficiency is constantly high. Still a kitchen´s level of cleanliness is easier to measure than software Evolvability. That´s why important practices like reviews, pair programming, or TDD are not enough, I guess. What we need to keep Evolvability in focus and high is… to continually evolve. Change must not be something to avoid but too embrace. To me that means the whole change cycle from requirement analysis to delivery needs to be gone through more often. Scrum´s sprints of 4, 2 even 1 week are too long. Kanban´s flow of user stories across is too unreliable; it takes as long as it takes. Instead we should fix the cycle time at 2 days max. I call that Spinning. No increment must take longer than from this morning until tomorrow evening to finish. Then it should be acceptance checked by the customer (or his/her representative, e.g. a Product Owner). For me there are several resasons for such a fixed and short cycle time for each increment: Clear expectations Absolute estimates (“This will take X days to complete.”) are near impossible in software development as explained previously. Too much unplanned research and engineering work lurk in every feature. And then pervasive interruptions of work by peers and management. However, the smaller the scope the better our absolute estimates become. That´s because we understand better what really are the requirements and what the solution should look like. But maybe more importantly the shorter the timespan the more we can control how we use our time. So much can happen over the course of a week and longer timespans. But if push comes to shove I can block out all distractions and interruptions for a day or possibly two. That´s why I believe we can give rough absolute estimates on 3 levels: Noon Tonight Tomorrow Think of a meeting with a Product Owner at 8:30 in the morning. If she asks you, how long it will take you to implement a user story or bug fix, you can say, “It´ll be fixed by noon.”, or you can say, “I can manage to implement it until tonight before I leave.”, or you can say, “You´ll get it by tomorrow night at latest.” Yes, I believe all else would be naive. If you´re not confident to get something done by tomorrow night (some 34h from now) you just cannot reliably commit to any timeframe. That means you should not promise anything, you should not even start working on the issue. So when estimating use these four categories: Noon, Tonight, Tomorrow, NoClue - with NoClue meaning the requirement needs to be broken down further so each aspect can be assigned to one of the first three categories. If you like absolute estimates, here you go. But don´t do deep estimates. Don´t estimate dozens of issues; don´t think ahead (“Issue A is a Tonight, then B will be a Tomorrow, after that it´s C as a Noon, finally D is a Tonight - that´s what I´ll do this week.”). Just estimate so Work-in-Progress (WIP) is 1 for everybody - plus a small number of buffer issues. To be blunt: Yes, this makes promises impossible as to what a team will deliver in terms of scope at a certain date in the future. But it will give a Product Owner a clear picture of what to pull for acceptance feedback tonight and tomorrow. Trust through reliability Our trade is lacking trust. Customers don´t trust software companies/departments much. Managers don´t trust developers much. I find that perfectly understandable in the light of what we´re trying to accomplish: delivering software in the face of uncertainty by means of material good production. Customers as well as managers still expect software development to be close to production of houses or cars. But that´s a fundamental misunderstanding. Software development ist development. It´s basically research. As software developers we´re constantly executing experiments to find out what really provides value to users. We don´t know what they need, we just have mediated hypothesises. That´s why we cannot reliably deliver on preposterous demands. So trust is out of the window in no time. If we switch to delivering in short cycles, though, we can regain trust. Because estimates - explicit or implicit - up to 32 hours at most can be satisfied. I´d say: reliability over scope. It´s more important to reliably deliver what was promised then to cover a lot of requirement area. So when in doubt promise less - but deliver without delay. Deliver on scope (Functionality and Quality); but also deliver on Evolvability, i.e. on inner quality according to accepted principles. Always. Trust will be the reward. Less complexity of communication will follow. More goodwill buffer will follow. So don´t wait for some Kanban board to show you, that flow can be improved by scheduling smaller stories. You don´t need to learn that the hard way. Just start with small batch sizes of three different sizes. Fast feedback What has been finished can be checked for acceptance. Why wait for a sprint of several weeks to end? Why let the mental model of the issue and its solution dissipate? If you get final feedback after one or two weeks, you hardly remember what you did and why you did it. Resoning becomes hard. But more importantly youo probably are not in the mood anymore to go back to something you deemed done a long time ago. It´s boring, it´s frustrating to open up that mental box again. Learning is harder the longer it takes from event to feedback. Effort can be wasted between event (finishing an issue) and feedback, because other work might go in the wrong direction based on false premises. Checking finished issues for acceptance is the most important task of a Product Owner. It´s even more important than planning new issues. Because as long as work started is not released (accepted) it´s potential waste. So before starting new work better make sure work already done has value. By putting the emphasis on acceptance rather than planning true pull is established. As long as planning and starting work is more important, it´s a push process. Accept a Noon issue on the same day before leaving. Accept a Tonight issue before leaving today or first thing tomorrow morning. Accept a Tomorrow issue tomorrow night before leaving or early the day after tomorrow. After acceptance the developer(s) can start working on the next issue. Flexibility As if reliability/trust and fast feedback for less waste weren´t enough economic incentive, there is flexibility. After each issue the Product Owner can change course. If on Monday morning feature slices A, B, C, D, E were important and A, B, C were scheduled for acceptance by Monday evening and Tuesday evening, the Product Owner can change her mind at any time. Maybe after A got accepted she asks for continuation with D. But maybe, just maybe, she has gotten a completely different idea by then. Maybe she wants work to continue on F. And after B it´s neither D nor E, but G. And after G it´s D. With Spinning every 32 hours at latest priorities can be changed. And nothing is lost. Because what got accepted is of value. It provides an incremental value to the customer/user. Or it provides internal value to the Product Owner as increased knowledge/decreased uncertainty. I find such reactivity over commitment economically very benefical. Why commit a team to some workload for several weeks? It´s unnecessary at beast, and inflexible and wasteful at worst. If we cannot promise delivery of a certain scope on a certain date - which is what customers/management usually want -, we can at least provide them with unpredecented flexibility in the face of high uncertainty. Where the path is not clear, cannot be clear, make small steps so you´re able to change your course at any time. Premature completion Customers/management are used to premeditating budgets. They want to know exactly how much to pay for a certain amount of requirements. That´s understandable. But it does not match with the nature of software development. We should know that by now. Maybe there´s somewhere in the world some team who can consistently deliver on scope, quality, and time, and budget. Great! Congratulations! I, however, haven´t seen such a team yet. Which does not mean it´s impossible, but I think it´s nothing I can recommend to strive for. Rather I´d say: Don´t try this at home. It might hurt you one way or the other. However, what we can do, is allow customers/management stop work on features at any moment. With spinning every 32 hours a feature can be declared as finished - even though it might not be completed according to initial definition. I think, progress over completion is an important offer software development can make. Why think in terms of completion beyond a promise for the next 32 hours? Isn´t it more important to constantly move forward? Step by step. We´re not running sprints, we´re not running marathons, not even ultra-marathons. We´re in the sport of running forever. That makes it futile to stare at the finishing line. The very concept of a burn-down chart is misleading (in most cases). Whoever can only think in terms of completed requirements shuts out the chance for saving money. The requirements for a features mostly are uncertain. So how does a Product Owner know in the first place, how much is needed. Maybe more than specified is needed - which gets uncovered step by step with each finished increment. Maybe less than specified is needed. After each 4–32 hour increment the Product Owner can do an experient (or invite users to an experiment) if a particular trait of the software system is already good enough. And if so, she can switch the attention to a different aspect. In the end, requirements A, B, C then could be finished just 70%, 80%, and 50%. What the heck? It´s good enough - for now. 33% money saved. Wouldn´t that be splendid? Isn´t that a stunning argument for any budget-sensitive customer? You can save money and still get what you need? Pull on practices So far, in addition to more trust, more flexibility, less money spent, Spinning led to “doing less” which also means less code which of course means higher Evolvability per se. Last but not least, though, I think Spinning´s short acceptance cycles have one more effect. They excert pull-power on all sorts of practices known for increasing Evolvability. If, for example, you believe high automated test coverage helps Evolvability by lowering the fear of inadverted damage to a code base, why isn´t 90% of the developer community practicing automated tests consistently? I think, the answer is simple: Because they can do without. Somehow they manage to do enough manual checks before their rare releases/acceptance checks to ensure good enough correctness - at least in the short term. The same goes for other practices like component orientation, continuous build/integration, code reviews etc. None of that is compelling, urgent, imperative. Something else always seems more important. So Evolvability principles and practices fall through the cracks most of the time - until a project hits a wall. Then everybody becomes desperate; but by then (re)gaining Evolvability has become as very, very difficult and tedious undertaking. Sometimes up to the point where the existence of a project/company is in danger. With Spinning that´s different. If you´re practicing Spinning you cannot avoid all those practices. With Spinning you very quickly realize you cannot deliver reliably even on your 32 hour promises. Spinning thus is pulling on developers to adopt principles and practices for Evolvability. They will start actively looking for ways to keep their delivery rate high. And if not, management will soon tell them to do that. Because first the Product Owner then management will notice an increasing difficulty to deliver value within 32 hours. There, finally there emerges a way to measure Evolvability: The more frequent developers tell the Product Owner there is no way to deliver anything worth of feedback until tomorrow night, the poorer Evolvability is. Don´t count the “WTF!”, count the “No way!” utterances. In closing For sustainable software development we need to put Evolvability first. Functionality and Quality must not rule software development but be implemented within a framework ensuring (enough) Evolvability. Since Evolvability cannot be measured easily, I think we need to put software development “under pressure”. Software needs to be changed more often, in smaller increments. Each increment being relevant to the customer/user in some way. That does not mean each increment is worthy of shipment. It´s sufficient to gain further insight from it. Increments primarily serve the reduction of uncertainty, not sales. Sales even needs to be decoupled from this incremental progress. No more promises to sales. No more delivery au point. Rather sales should look at a stream of accepted increments (or incremental releases) and scoup from that whatever they find valuable. Sales and marketing need to realize they should work on what´s there, not what might be possible in the future. But I digress… In my view a Spinning cycle - which is not easy to reach, which requires practice - is the core practice to compensate the immeasurability of Evolvability. From start to finish of each issue in 32 hours max - that´s the challenge we need to accept if we´re serious increasing Evolvability. Fortunately higher Evolvability is not the only outcome of Spinning. Customer/management will like the increased flexibility and “getting more bang for the buck”.

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  • Microsoft Introduces WebMatrix

    - by Rick Strahl
    originally published in CoDe Magazine Editorial Microsoft recently released the first CTP of a new development environment called WebMatrix, which along with some of its supporting technologies are squarely aimed at making the Microsoft Web Platform more approachable for first-time developers and hobbyists. But in the process, it also provides some updated technologies that can make life easier for existing .NET developers. Let’s face it: ASP.NET development isn’t exactly trivial unless you already have a fair bit of familiarity with sophisticated development practices. Stick a non-developer in front of Visual Studio .NET or even the Visual Web Developer Express edition and it’s not likely that the person in front of the screen will be very productive or feel inspired. Yet other technologies like PHP and even classic ASP did provide the ability for non-developers and hobbyists to become reasonably proficient in creating basic web content quickly and efficiently. WebMatrix appears to be Microsoft’s attempt to bring back some of that simplicity with a number of technologies and tools. The key is to provide a friendly and fully self-contained development environment that provides all the tools needed to build an application in one place, as well as tools that allow publishing of content and databases easily to the web server. WebMatrix is made up of several components and technologies: IIS Developer Express IIS Developer Express is a new, self-contained development web server that is fully compatible with IIS 7.5 and based on the same codebase that IIS 7.5 uses. This new development server replaces the much less compatible Cassini web server that’s been used in Visual Studio and the Express editions. IIS Express addresses a few shortcomings of the Cassini server such as the inability to serve custom ISAPI extensions (i.e., things like PHP or ASP classic for example), as well as not supporting advanced authentication. IIS Developer Express provides most of the IIS 7.5 feature set providing much better compatibility between development and live deployment scenarios. SQL Server Compact 4.0 Database access is a key component for most web-driven applications, but on the Microsoft stack this has mostly meant you have to use SQL Server or SQL Server Express. SQL Server Compact is not new-it’s been around for a few years, but it’s been severely hobbled in the past by terrible tool support and the inability to support more than a single connection in Microsoft’s attempt to avoid losing SQL Server licensing. The new release of SQL Server Compact 4.0 supports multiple connections and you can run it in ASP.NET web applications simply by installing an assembly into the bin folder of the web application. In effect, you don’t have to install a special system configuration to run SQL Compact as it is a drop-in database engine: Copy the small assembly into your BIN folder (or from the GAC if installed fully), create a connection string against a local file-based database file, and then start firing SQL requests. Additionally WebMatrix includes nice tools to edit the database tables and files, along with tools to easily upsize (and hopefully downsize in the future) to full SQL Server. This is a big win, pending compatibility and performance limits. In my simple testing the data engine performed well enough for small data sets. This is not only useful for web applications, but also for desktop applications for which a fully installed SQL engine like SQL Server would be overkill. Having a local data store in those applications that can potentially be accessed by multiple users is a welcome feature. ASP.NET Razor View Engine What? Yet another native ASP.NET view engine? We already have Web Forms and various different flavors of using that view engine with Web Forms and MVC. Do we really need another? Microsoft thinks so, and Razor is an implementation of a lightweight, script-only view engine. Unlike the Web Forms view engine, Razor works only with inline code, snippets, and markup; therefore, it is more in line with current thinking of what a view engine should represent. There’s no support for a “page model” or any of the other Web Forms features of the full-page framework, but just a lightweight scripting engine that works with plain markup plus embedded expressions and code. The markup syntax for Razor is geared for minimal typing, plus some progressive detection of where a script block/expression starts and ends. This results in a much leaner syntax than the typical ASP.NET Web Forms alligator (<% %>) tags. Razor uses the @ sign plus standard C# (or Visual Basic) block syntax to delineate code snippets and expressions. Here’s a very simple example of what Razor markup looks like along with some comment annotations: <!DOCTYPE html> <html>     <head>         <title></title>     </head>     <body>     <h1>Razor Test</h1>          <!-- simple expressions -->     @DateTime.Now     <hr />     <!-- method expressions -->     @DateTime.Now.ToString("T")          <!-- code blocks -->     @{         List<string> names = new List<string>();         names.Add("Rick");         names.Add("Markus");         names.Add("Claudio");         names.Add("Kevin");     }          <!-- structured block statements -->     <ul>     @foreach(string name in names){             <li>@name</li>     }     </ul>           <!-- Conditional code -->        @if(true) {                        <!-- Literal Text embedding in code -->        <text>         true        </text>;    }    else    {        <!-- Literal Text embedding in code -->       <text>       false       </text>;    }    </body> </html> Like the Web Forms view engine, Razor parses pages into code, and then executes that run-time compiled code. Effectively a “page” becomes a code file with markup becoming literal text written into the Response stream, code snippets becoming raw code, and expressions being written out with Response.Write(). The code generated from Razor doesn’t look much different from similar Web Forms code that only uses script tags; so although the syntax may look different, the operational model is fairly similar to the Web Forms engine minus the overhead of the large Page object model. However, there are differences: -Razor pages are based on a new base class, Microsoft.WebPages.WebPage, which is hosted in the Microsoft.WebPages assembly that houses all the Razor engine parsing and processing logic. Browsing through the assembly (in the generated ASP.NET Temporary Files folder or GAC) will give you a good idea of the functionality that Razor provides. If you look closely, a lot of the feature set matches ASP.NET MVC’s view implementation as well as many of the helper classes found in MVC. It’s not hard to guess the motivation for this sort of view engine: For beginning developers the simple markup syntax is easier to work with, although you obviously still need to have some understanding of the .NET Framework in order to create dynamic content. The syntax is easier to read and grok and much shorter to type than ASP.NET alligator tags (<% %>) and also easier to understand aesthetically what’s happening in the markup code. Razor also is a better fit for Microsoft’s vision of ASP.NET MVC: It’s a new view engine without the baggage of Web Forms attached to it. The engine is more lightweight since it doesn’t carry all the features and object model of Web Forms with it and it can be instantiated directly outside of the HTTP environment, which has been rather tricky to do for the Web Forms view engine. Having a standalone script parser is a huge win for other applications as well – it makes it much easier to create script or meta driven output generators for many types of applications from code/screen generators, to simple form letters to data merging applications with user customizability. For me personally this is very useful side effect and who knows maybe Microsoft will actually standardize they’re scripting engines (die T4 die!) on this engine. Razor also better fits the “view-based” approach where the view is supposed to be mostly a visual representation that doesn’t hold much, if any, code. While you can still use code, the code you do write has to be self-contained. Overall I wouldn’t be surprised if Razor will become the new standard view engine for MVC in the future – and in fact there have been announcements recently that Razor will become the default script engine in ASP.NET MVC 3.0. Razor can also be used in existing Web Forms and MVC applications, although that’s not working currently unless you manually configure the script mappings and add the appropriate assemblies. It’s possible to do it, but it’s probably better to wait until Microsoft releases official support for Razor scripts in Visual Studio. Once that happens, you can simply drop .cshtml and .vbhtml pages into an existing ASP.NET project and they will work side by side with classic ASP.NET pages. WebMatrix Development Environment To tie all of these three technologies together, Microsoft is shipping WebMatrix with an integrated development environment. An integrated gallery manager makes it easy to download and load existing projects, and then extend them with custom functionality. It seems to be a prominent goal to provide community-oriented content that can act as a starting point, be it via a custom templates or a complete standard application. The IDE includes a project manager that works with a single project and provides an integrated IDE/editor for editing the .cshtml and .vbhtml pages. A run button allows you to quickly run pages in the project manager in a variety of browsers. There’s no debugging support for code at this time. Note that Razor pages don’t require explicit compilation, so making a change, saving, and then refreshing your page in the browser is all that’s needed to see changes while testing an application locally. It’s essentially using the auto-compiling Web Project that was introduced with .NET 2.0. All code is compiled during run time into dynamically created assemblies in the ASP.NET temp folder. WebMatrix also has PHP Editing support with syntax highlighting. You can load various PHP-based applications from the WebMatrix Web Gallery directly into the IDE. Most of the Web Gallery applications are ready to install and run without further configuration, with Wizards taking you through installation of tools, dependencies, and configuration of the database as needed. WebMatrix leverages the Web Platform installer to pull the pieces down from websites in a tight integration of tools that worked nicely for the four or five applications I tried this out on. Click a couple of check boxes and fill in a few simple configuration options and you end up with a running application that’s ready to be customized. Nice! You can easily deploy completed applications via WebDeploy (to an IIS server) or FTP directly from within the development environment. The deploy tool also can handle automatically uploading and installing the database and all related assemblies required, making deployment a simple one-click install step. Simplified Database Access The IDE contains a database editor that can edit SQL Compact and SQL Server databases. There is also a Database helper class that facilitates database access by providing easy-to-use, high-level query execution and iteration methods: @{       var db = Database.OpenFile("FirstApp.sdf");     string sql = "select * from customers where Id > @0"; } <ul> @foreach(var row in db.Query(sql,1)){         <li>@row.FirstName @row.LastName</li> } </ul> The query function takes a SQL statement plus any number of positional (@0,@1 etc.) SQL parameters by simple values. The result is returned as a collection of rows which in turn have a row object with dynamic properties for each of the columns giving easy (though untyped) access to each of the fields. Likewise Execute and ExecuteNonQuery allow execution of more complex queries using similar parameter passing schemes. Note these queries use string-based queries rather than LINQ or Entity Framework’s strongly typed LINQ queries. While this may seem like a step back, it’s also in line with the expectations of non .NET script developers who are quite used to writing and using SQL strings in code rather than using OR/M frameworks. The only question is why was something not included from the beginning in .NET and Microsoft made developers build custom implementations of these basic building blocks. The implementation looks a lot like a DataTable-style data access mechanism, but to be fair, this is a common approach in scripting languages. This type of syntax that uses simple, static, data object methods to perform simple data tasks with one line of code are common in scripting languages and are a good match for folks working in PHP/Python, etc. Seems like Microsoft has taken great advantage of .NET 4.0’s dynamic typing to provide this sort of interface for row iteration where each row has properties for each field. FWIW, all the examples demonstrate using local SQL Compact files - I was unable to get a SQL Server connection string to work with the Database class (the connection string wasn’t accepted). However, since the code in the page is still plain old .NET, you can easily use standard ADO.NET code or even LINQ or Entity Framework models that are created outside of WebMatrix in separate assemblies as required. The good the bad the obnoxious - It’s still .NET The beauty (or curse depending on how you look at it :)) of Razor and the compilation model is that, behind it all, it’s still .NET. Although the syntax may look foreign, it’s still all .NET behind the scenes. You can easily access existing tools, helpers, and utilities simply by adding them to the project as references or to the bin folder. Razor automatically recognizes any assembly reference from assemblies in the bin folder. In the default configuration, Microsoft provides a host of helper functions in a Microsoft.WebPages assembly (check it out in the ASP.NET temp folder for your application), which includes a host of HTML Helpers. If you’ve used ASP.NET MVC before, a lot of the helpers should look familiar. Documentation at the moment is sketchy-there’s a very rough API reference you can check out here: http://www.asp.net/webmatrix/tutorials/asp-net-web-pages-api-reference Who needs WebMatrix? Uhm… good Question Clearly Microsoft is trying hard to create an environment with WebMatrix that is easy to use for newbie developers. The goal seems to be simplicity in providing a minimal development environment and an easy-to-use script engine/language that makes it easy to get started with. There’s also some focus on community features that can be used as starting points, such as Web Gallery applications and templates. The community features in particular are very nice and something that would be nice to eventually see in Visual Studio as well. The question is whether this is too little too late. Developers who have been clamoring for a simpler development environment on the .NET stack have mostly left for other simpler platforms like PHP or Python which are catering to the down and dirty developer. Microsoft will be hard pressed to win those folks-and other hardcore PHP developers-back. Regardless of how much you dress up a script engine fronted by the .NET Framework, it’s still the .NET Framework and all the complexity that drives it. While .NET is a fine solution in its breadth and features once you get a basic handle on the core features, the bar of entry to being productive with the .NET Framework is still pretty high. The MVC style helpers Microsoft provides are a good step in the right direction, but I suspect it’s not enough to shield new developers from having to delve much deeper into the Framework to get even basic applications built. Razor and its helpers is trying to make .NET more accessible but the reality is that in order to do useful stuff that goes beyond the handful of simple helpers you still are going to have to write some C# or VB or other .NET code. If the target is a hobby/amateur/non-programmer the learning curve isn’t made any easier by WebMatrix it’s just been shifted a tad bit further along in your development endeavor when you run out of canned components that are supplied either by Microsoft or the community. The database helpers are interesting and actually I’ve heard a lot of discussion from various developers who’ve been resisting .NET for a really long time perking up at the prospect of easier data access in .NET than the ridiculous amount of code it takes to do even simple data access with raw ADO.NET. It seems sad that such a simple concept and implementation should trigger this sort of response (especially since it’s practically trivial to create helpers like these or pick them up from countless libraries available), but there it is. It also shows that there are plenty of developers out there who are more interested in ‘getting stuff done’ easily than necessarily following the latest and greatest practices which are overkill for many development scenarios. Sometimes it seems that all of .NET is focused on the big life changing issues of development, rather than the bread and butter scenarios that many developers are interested in to get their work accomplished. And that in the end may be WebMatrix’s main raison d'être: To bring some focus back at Microsoft that simpler and more high level solutions are actually needed to appeal to the non-high end developers as well as providing the necessary tools for the high end developers who want to follow the latest and greatest trends. The current version of WebMatrix hits many sweet spots, but it also feels like it has a long way to go before it really can be a tool that a beginning developer or an accomplished developer can feel comfortable with. Although there are some really good ideas in the environment (like the gallery for downloading apps and components) which would be a great addition for Visual Studio as well, the rest of the development environment just feels like crippleware with required functionality missing especially debugging and Intellisense, but also general editor support. It’s not clear whether these are because the product is still in an early alpha release or whether it’s simply designed that way to be a really limited development environment. While simple can be good, nobody wants to feel left out when it comes to necessary tool support and WebMatrix just has that left out feeling to it. If anything WebMatrix’s technology pieces (which are really independent of the WebMatrix product) are what are interesting to developers in general. The compact IIS implementation is a nice improvement for development scenarios and SQL Compact 4.0 seems to address a lot of concerns that people have had and have complained about for some time with previous SQL Compact implementations. By far the most interesting and useful technology though seems to be the Razor view engine for its light weight implementation and it’s decoupling from the ASP.NET/HTTP pipeline to provide a standalone scripting/view engine that is pluggable. The first winner of this is going to be ASP.NET MVC which can now have a cleaner view model that isn’t inconsistent due to the baggage of non-implemented WebForms features that don’t work in MVC. But I expect that Razor will end up in many other applications as a scripting and code generation engine eventually. Visual Studio integration for Razor is currently missing, but is promised for a later release. The ASP.NET MVC team has already mentioned that Razor will eventually become the default MVC view engine, which will guarantee continued growth and development of this tool along those lines. And the Razor engine and support tools actually inherit many of the features that MVC pioneered, so there’s some synergy flowing both ways between Razor and MVC. As an existing ASP.NET developer who’s already familiar with Visual Studio and ASP.NET development, the WebMatrix IDE doesn’t give you anything that you want. The tools provided are minimal and provide nothing that you can’t get in Visual Studio today, except the minimal Razor syntax highlighting, so there’s little need to take a step back. With Visual Studio integration coming later there’s little reason to look at WebMatrix for tooling. It’s good to see that Microsoft is giving some thought about the ease of use of .NET as a platform For so many years, we’ve been piling on more and more new features without trying to take a step back and see how complicated the development/configuration/deployment process has become. Sometimes it’s good to take a step - or several steps - back and take another look and realize just how far we’ve come. WebMatrix is one of those reminders and one that likely will result in some positive changes on the platform as a whole. © Rick Strahl, West Wind Technologies, 2005-2010Posted in ASP.NET   IIS7  

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  • 26 Days: Countdown to Oracle OpenWorld 2012

    - by Michael Snow
    Welcome to our countdown to Oracle OpenWorld! Oracle OpenWorld 2012 is just around the corner. In less than 26 days, San Francisco will be invaded by an expected 50,000 people from all over the world. Here on the Oracle WebCenter team, we’ve all been working to help make the experience a great one for all our WebCenter customers. For a sneak peak  – we’ll be spending this week giving you a teaser of what to look forward to if you are joining us in San Francisco from September 30th through October 4th. We have Oracle WebCenter sessions covering all topics imaginable. Take a look and use the tools we provide to build out your schedule in advance and reserve your seats in your favorite sessions.  That gives you plenty of time to plan for your week with us in San Francisco. If unfortunately, your boss denied your request to attend - there are still some ways that you can join in the experience virtually On-Demand. This year - we are expanding even more up North of Market Street and will be taking over Union Square as well. Check out this map of San Francisco to get a sense of how much of a footprint Oracle OpenWorld has grown to this year. With so much to see and so many sessions to learn from - its no wonder that people get excited. Add to that a good mix of fun and all of the possible WebCenter sessions you could attend - you won't want to sleep at all to take full advantage of such an opportunity. We'll also have our annual WebCenter Customer Appreciation reception - stay tuned this week for some more info on registration to make sure you'll be able to join us. If you've been following the America's Cup at all and believe in EXTREME PERFORMANCE you'll definitely want to take a look at this video from last year's OpenWorld Keynote. 12.00 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:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Important OpenWorld Links:  Attendee / Presenters Toolkit Oracle Schedule Builder WebCenter Sessions (listed in the catalog under Fusion Middleware as "Portals, Sites, Content, and Collaboration" ) Oracle Music Festival - AMAZING Line up!!  Oracle Customer Appreciation Night -LOOK HERE!! Oracle OpenWorld LIVE On-Demand Here are all the WebCenter sessions broken down by day for your viewing pleasure. Monday, October 1st CON8885 - Simplify CRM Engagement with Contextual Collaboration Are your sales teams disconnected and disengaged? Do you want a tool for easily connecting expertise across your organization and providing visibility into the complete sales process? Do you want a way to enhance and retain organization knowledge? Oracle Social Network is the answer. Attend this session to learn how to make CRM easy, effective, and efficient for use across virtual sales teams. Also learn how Oracle Social Network can drive sales force collaboration with natural conversations throughout the sales cycle, promote sales team productivity through purposeful social networking without the noise, and build cross-team knowledge by integrating conversations with CRM and other business applications. CON8268 - Oracle WebCenter Strategy: Engaging Your Customers. Empowering Your Business Oracle WebCenter is a user engagement platform for social business, connecting people and information. Attend this session to learn about the Oracle WebCenter strategy, and understand where Oracle is taking the platform to help companies engage customers, empower employees, and enable partners. Business success starts with ensuring that everyone is engaged with the right people and the right information and can access what they need through the channel of their choice—Web, mobile, or social. Are you giving customers, employees, and partners the best-possible experience? Come learn how you can! ¶ HOL10208 - Add Social Capabilities to Your Enterprise Applications Oracle Social Network enables you to add real-time collaboration capabilities into your enterprise applications, so that conversations can happen directly within your business systems. In this hands-on lab, you will try out the Oracle Social Network product to collaborate with other attendees, using real-time conversations with document sharing capabilities. Next you will embed social capabilities into a sample Web-based enterprise application, using embedded UI components. Experts will also write simple REST-based integrations, using the Oracle Social Network API to programmatically create social interactions. ¶ CON8893 - Improve Employee Productivity with Intuitive and Social Work Environments Social technologies have already transformed the ways customers, employees, partners, and suppliers communicate and stay informed. Forward-thinking organizations today need technologies and infrastructures to help them advance to the next level and integrate social activities with business applications to deliver a user experience that simplifies business processes and enterprise application engagement. Attend this session to hear from an innovative Oracle Social Network customer and learn how you can improve productivity with intuitive and social work environments and empower your employees with innovative social tools to enable contextual access to content and dynamic personalization of solutions. ¶ CON8270 - Oracle WebCenter Content Strategy and Vision Oracle WebCenter provides a strategic content infrastructure for managing documents, images, e-mails, and rich media files. With a single repository, organizations can address any content use case, such as accounts payable, HR onboarding, document management, compliance, records management, digital asset management, or Website management. In this session, learn about future plans for how Oracle WebCenter will address new use cases as well as new integrations with Oracle Fusion Middleware and Oracle Applications, leveraging your investments by making your users more productive and error-free. ¶ CON8269 - Oracle WebCenter Sites Strategy and Vision Oracle’s Web experience management solution, Oracle WebCenter Sites, enables organizations to use the online channel to drive customer acquisition and brand loyalty. It helps marketers and business users easily create and manage contextually relevant, social, interactive online experiences across multiple channels on a global scale. In this session, learn about future plans for how Oracle WebCenter Sites will provide you with the tools, capabilities, and integrations you need in order to continue to address your customers’ evolving requirements for engaging online experiences and keep moving your business forward. ¶ CON8896 - Living with SharePoint SharePoint is a popular platform, but it’s not always the best fit for Oracle customers. In this session, you’ll discover the technical and nontechnical limitations and pitfalls of SharePoint and learn about Oracle alternatives for collaboration, portals, enterprise and Web content management, social computing, and application integration. The presentation shows you how to integrate with SharePoint when business or IT requirements dictate and covers cloud-based (Office 365) and on-premises versions of SharePoint. Presented by a former Microsoft director of SharePoint product management and backed by independent customer research, this session will prepare you to answer the question “Why don’t we just use SharePoint for that?’ the next time it comes up in your organization. ¶ CON7843 - Content-Enabling Enterprise Processes with Oracle WebCenter Organizations today continually strive to automate business processes, reduce costs, and improve efficiency. Many business processes are content-intensive and unstructured, requiring ad hoc collaboration, and distributed in nature, requiring many approvals and generating huge volumes of paper. In this session, learn how Oracle and SYSTIME have partnered to help a customer content-enable its enterprise with Oracle WebCenter Content and Oracle WebCenter Imaging 11g and integrate them with Oracle Applications. ¶ CON6114 - Tape Robotics’ Newest Superhero: Now Fueled by Oracle Software For small, midsize, and rapidly growing businesses that want the most energy-efficient, scalable storage infrastructure to meet their rapidly growing data demands, Oracle’s most recent addition to its award-winning tape portfolio leverages several pieces of Oracle software. With Oracle Linux, Oracle WebLogic, and Oracle Fusion Middleware tools, the library achieves a higher level of usability than previous products while offering customers a familiar interface for management, plus ease of use. This session examines the competitive advantages of the tape library and how Oracle software raises customer satisfaction. Learn how the combination of Oracle engineered systems, Oracle Secure Backup, and Oracle’s StorageTek tape libraries provide end-to-end coverage of your data. ¶ CON9437 - Mobile Access Management With more than five billion mobile devices on the planet and an increasing number of users using their own devices to access corporate data and applications, securely extending identity management to mobile devices has become a hot topic. This session focuses on how to extend your existing identity management infrastructure and policies to securely and seamlessly enable mobile user access. CON7815 - Customer Experience Online in Cloud: Oracle WebCenter Sites, Oracle ATG Apps, Oracle Exalogic Oracle WebCenter Sites and Oracle’s ATG product line together can provide a compelling marketing and e-commerce experience. When you couple them with the extreme performance of Oracle Exalogic, you’ll see unmatched scalability that provides you with a true cloud-based solution. In this session, you’ll learn how running Oracle WebCenter Sites and ATG applications on Oracle Exalogic delivers both a private and a public cloud experience. Find out what it takes to get these systems working together and delivering engaging Web experiences. Even if you aren’t considering Oracle Exalogic today, the rich Web experience of Oracle WebCenter, paired with the depth of the ATG product line, can provide your business full support, from merchandising through sale completion. ¶ CON8271 - Oracle WebCenter Portal Strategy and Vision To innovate and keep a competitive edge, organizations need to leverage the power of agile and responsive Web applications. Oracle WebCenter Portal enables you to do just that, by delivering intuitive user experiences for enterprise applications to drive innovation with composite applications and mashups. Attend this session to learn firsthand from customers how Oracle WebCenter Portal extends the value of existing enterprise applications, business processes, and content; delivers a superior business user experience; and maximizes limited IT resources. ¶ CON8880 - The Connected Customer Experience Begins with the Online Channel There’s a lot of talk these days about how to connect the customer journey across various touchpoints—from Websites and e-commerce to call centers and in-store—to provide experiences that are more relevant and engaging and ultimately gain competitive edge. Doing it all at once isn’t a realistic objective, so where do you start? Come to this session, and hear about three steps you can take that can help you begin your journey toward delivering the connected customer experience. You’ll hear how Oracle now has an integrated digital marketing platform for your corporate Website, your e-commerce site, your self-service portal, and your marketing and loyalty campaigns, and you’ll learn what you can do today to begin executing on your customer experience initiatives. ¶ GEN11451 - General Session: Building Mobile Applications with Oracle Cloud With the prevalence of smart mobile devices, companies are facing an increased demand to provide access to data and applications from new channels. However, developing applications for mobile devices poses some unique challenges. Come to this session to learn how Oracle addresses these challenges, offering a simpler way to develop and deploy cross-device mobile applications. See how Oracle Cloud enables you to access applications, data, and services from mobile channels in an easier way.  CON8272 - Oracle Social Network Strategy and Vision One key way of increasing employee productivity is by bringing people, processes, and information together—providing new social capabilities to enable business users to quickly correspond and collaborate on business activities. Oracle WebCenter provides a user engagement platform with social and collaborative technologies to empower business users to focus on their key business processes, applications, and content in the context of their role and process. Attend this session to hear how the latest social capabilities in Oracle Social Network are enabling organizations to transform themselves into social businesses.  --- Tuesday, October 2nd HOL10194 - Enterprise Content Management Simplified: Oracle WebCenter Content’s Next-Generation UI Regardless of the nature of your business, unstructured content underpins many of its daily functions. Whether you are working with traditional presentations, spreadsheets, or text documents—or even with digital assets such as images and multimedia files—your content needs to be accessible and manageable in convenient and intuitive ways to make working with the content easier. Additionally, you need the ability to easily share documents with coworkers to facilitate a collaborative working environment. Come to this session to see how Oracle WebCenter Content’s next-generation user interface helps modern knowledge workers easily manage personal and enterprise documents in a collaborative environment.¶ CON8877 - Develop a Mobile Strategy with Oracle WebCenter: Engage Customers, Employees, and Partners Mobile technology has gone from nice-to-have to a cornerstone of user engagement. Mobile access enables users to have information available at their fingertips, enabling them to take action the moment they make a decision, interact in the moment of convenience, and take advantage of new service offerings in their preferred channels. All your employees have your mobile applications in their pocket; now what are you going to do? It is a critical step for companies to think through what their employees, customers, and partners really need on their devices. Attend this session to see how Oracle WebCenter enables you to better engage your customers, employees, and partners by providing a unified experience across multiple channels. ¶ CON9447 - Enabling Access for Hundreds of Millions of Users How do you grow your business by identifying, authenticating, authorizing, and federating users on the Web, leveraging social identity and the open source OAuth protocol? How do you scale your access management solution to support hundreds of millions of users? With social identity support out of the box, Oracle’s access management solution is also benchmarked for 250-million-user deployment according to real-world customer scenarios. In this session, you will learn about the social identity capability and the 250-million-user benchmark testing of Oracle Access Manager and Oracle Adaptive Access Manager running on Oracle Exalogic and Oracle Exadata. ¶ HOL10207 - Build an Intranet Portal with Oracle WebCenter In this hands-on lab, you’ll work with Oracle WebCenter Portal and Oracle WebCenter Content to build out an enterprise portal that maximizes the productivity of teams and individual contributors. Using browser-based tools, you’ll manage site resources such as page styles, templates, and navigation. You’ll edit content stored in Oracle WebCenter Content directly from your portal. You’ll also experience the latest features that promote collaboration, social networking, and personal productivity. ¶ CON2906 - Get Proactive: Best Practices for Maintaining Oracle Fusion Middleware You chose Oracle Fusion Middleware products to help your organization deliver superior business results. Now learn how to take full advantage of your software with all the great tools, resources, and product updates you’re entitled to through Oracle Support. In this session, Oracle product experts provide proven best practices to help you work more efficiently, plan and prepare for upgrades and patching more effectively, and manage risk. Topics include configuration management tools, remote diagnostics, My Oracle Support Community, and My Oracle Support Lifecycle Advisors. New users and Oracle Fusion Middleware experts alike are guaranteed to leave with fresh ideas and practical, easy-to-implement next steps. ¶ CON8878 - Oracle WebCenter’s Cloud Strategy: From Social and Platform Services to Mashups Cloud computing represents a paradigm shift in how we build applications, automate processes, collaborate, and share and in how we secure our enterprise. Additionally, as you adopt cloud-based services in your organization, it’s likely that you will still have many critical on-premises applications running. With these mixed environments, multiple user interfaces, different security, and multiple datasources and content sources, how do you start evolving your strategy to account for these challenges? Oracle WebCenter offers a complete array of technologies enabling you to solve these challenges and prepare you for the cloud. Attend this session to learn how you can use Oracle WebCenter in the cloud as well as create on-premises and cloud application mash-ups. ¶ CON8901 - Optimize Enterprise Business Processes with Oracle WebCenter and Oracle BPM Do you have business processes that span multiple applications? Are you grappling with how to have visibility across these business processes; how to manage content that is associated with these processes; and, most importantly, how to model and optimize these business processes? Attend this session to hear how Oracle WebCenter and Oracle Business Process Management provide a unique set of integrated solutions to provide a composite application dashboard across these business processes and offer a solution for content-centric business processes. ¶ CON8883 - Deliver Engaging Interfaces to Oracle Applications with Oracle WebCenter Critical business processes live within enterprise applications, and application users need to manage and execute these processes as effectively as possible. Oracle provides a comprehensive user engagement platform to increase user productivity and optimize overall processes within Oracle Applications—Oracle E-Business Suite and Oracle’s Siebel, PeopleSoft, and JD Edwards product families—and third-party applications. Attend this session to learn how you can integrate these applications with Oracle WebCenter to deliver composite application dashboards to your end users—whether they are your customers, partners, or employees—for enhanced usability and Web 2.0–enabled enterprise portals.¶ Wednesday, October 3rd CON8895 - Future-Ready Intranets: How Aramark Re-engineered the Application Landscape There are essential techniques and technologies you can use to deliver employee portals that garner higher productivity, improve business efficiency, and increase user engagement. Attend this session to learn how you can leverage Oracle WebCenter Portal as a user engagement platform for bringing together business process management, enterprise content management, and business intelligence into a highly relevant and integrated experience. Hear how Aramark has leveraged Oracle WebCenter Portal and Oracle WebCenter Content to deliver a unified workspace providing simpler navigation and processing, consolidation of tools, easy access to information, integrated search, and single sign-on. ¶ CON8886 - Content Consolidation: Save Money, Increase Efficiency, and Eliminate Silos Organizations are looking for ways to save money and be more efficient. With content in many different places, it’s difficult to know where to look for a document and whether the document is the most current version. With Oracle WebCenter, content can be consolidated into one best-of-breed repository that is secure, scalable, and integrated with your business processes and applications. Users can find the content they need, where they need it, and ensure that it is the right content. This session covers content challenges that affect your business; content consolidation that can lead to savings in storage and administration costs and can lower risks; and how companies are realizing savings. ¶ CON8911 - Improve Online Experiences for Customers and Partners with Self-Service Portals Are you able to provide your customers and partners an easy-to-use online self-service experience? Are you processing high-volume transactions and struggling with call center bottlenecks or back-end systems that won’t integrate, causing order delays and customer frustration? Are you looking to target content such as product and service offerings to your end users? This session shares approaches to providing targeted delivery as well as strategies and best practices for transforming your business by providing an intuitive user experience for your customers and partners. ¶ CON6156 - Top 10 Ways to Integrate Oracle WebCenter Content This session covers 10 common ways to integrate Oracle WebCenter Content with other enterprise applications and middleware. It discusses out-of-the-box modules that provide expanded features in Oracle WebCenter Content—such as enterprise search, SOA, and BPEL—as well as developer tools you can use to create custom integrations. The presentation also gives guidance on which integration option may work best in your environment. ¶ HOL10207 - Build an Intranet Portal with Oracle WebCenter In this hands-on lab, you’ll work with Oracle WebCenter Portal and Oracle WebCenter Content to build out an enterprise portal that maximizes the productivity of teams and individual contributors. Using browser-based tools, you’ll manage site resources such as page styles, templates, and navigation. You’ll edit content stored in Oracle WebCenter Content directly from your portal. You’ll also experience the latest features that promote collaboration, social networking, and personal productivity. ¶ CON7817 - Migration to Oracle WebCenter Imaging 11g Customers today continually strive to automate business processes, reduce costs, and improve efficiency. The accounts payable process—which is often distributed in nature, requires many approvals, and generates huge volumes of paper invoices—is automated by many customers. In this session, learn how Oracle and SYSTIME have partnered to help a customer migrate its existing Oracle Imaging and Process Management Release 7.6 to the latest Oracle WebCenter Imaging 11g and integrate it with Oracle’s JD Edwards family of products. ¶ CON8910 - How to Engage Customers Across Web, Mobile, and Social Channels Whether on desktops at the office, on tablets at home, or on mobile phones when on the go, today’s customers are always connected. To engage today’s customers, you need to make the online customer experience connected and consistent across a host of devices and multiple channels, including Web, mobile, and social networks. Managing this multichannel environment can result in lots of headaches without the right tools. Attend this session to learn how Oracle WebCenter Sites solves the challenge of multichannel customer engagement. ¶ HOL10206 - Oracle WebCenter Sites 11g: Transforming the Content Contributor Experience Oracle WebCenter Sites 11g makes it easy for marketers and business users to contribute to and manage Websites with the new visual, contextual, and intuitive Web authoring interface. In this hands-on lab, you will create and manage content for a sports-themed Website, using many of the new and enhanced features of the 11g release. ¶ CON8900 - Building Next-Generation Portals: An Interactive Customer Panel Discussion Social and collaborative technologies have changed how people interact, learn, and collaborate, and providing a modern, social Web presence is imperative to remain competitive in today’s market. Can your business benefit from a more collaborative and interactive portal environment for employees, customers, and partners? Attend this session to hear from Oracle WebCenter Portal customers as they share their strategies and best practices for providing users with a modern experience that adapts to their needs and includes personalized access to content in context. The panel also addresses how customers have benefited from creating next-generation portals by migrating from older portal technologies to Oracle WebCenter Portal. ¶ CON9625 - Taking Control of Oracle WebCenter Security Organizations are increasingly looking to extend their Oracle WebCenter portal for social business, to serve external users and provide seamless access to the right information. In particular, many organizations are extending Oracle WebCenter in a business-to-business scenario requiring secure identification and authorization of business partners and their users. This session focuses on how customers are leveraging, securing, and providing access control to Oracle WebCenter portal and mobile solutions. You will learn best practices and hear real-world examples of how to provide flexible and granular access control for Oracle WebCenter deployments, using Oracle Platform Security Services and Oracle Access Management Suite product offerings. ¶ CON8891 - Extending Social into Enterprise Applications and Business Processes Oracle Social Network is an extensible social platform that enables contextual collaboration within enterprise applications and business processes, providing relevant data from across various enterprise systems in one place. Attend this session to see how an Oracle Social Network customer is integrating multiple applications—such as CRM, HCM, and business processes—into Oracle Social Network and Oracle WebCenter to enable individuals and teams to solve complex cross-organizational business problems more effectively by utilizing the social enterprise. ¶ Thursday, October 4th CON8899 - Becoming a Social Business: Stories from the Front Lines of Change What does it really mean to be a social business? How can you change our organization to embrace social approaches? What pitfalls do you need to avoid? In this lively panel discussion, customer and industry thought leaders in social business explore these topics and more as they share their stories of the good, the bad, and the ugly that can happen when embracing social methods and technologies to improve business success. Using moderated questions and open Q&A from the audience, the panel discusses vital topics such as the critical factors for success, the major issues to avoid, how to gain senior executive support for social efforts, how to handle undesired behavior, and how to measure business impact. It takes a thought-provoking look at becoming a social business from the inside. ¶ CON6851 - Oracle WebCenter and Oracle Business Intelligence Enterprise Edition to Create Vendor Portals Large manufacturers of grocery items routinely find themselves depending on the inventory management expertise of their wholesalers and distributors. Inventory costs can be managed more efficiently by the manufacturers if they have better insight into the inventory levels of items carried by their distributors. This creates a unique opportunity for distributors and wholesalers to leverage this knowledge into a revenue-generating subscription service. Oracle Business Intelligence Enterprise Edition and Oracle WebCenter Portal play a key part in enabling creation of business-managed business intelligence portals for vendors. This session discusses one customer that implemented this by leveraging Oracle WebCenter and Oracle Business Intelligence Enterprise Edition. ¶ CON8879 - Provide a Personalized and Consistent Customer Experience in Your Websites and Portals Your customers engage with your company online in different ways throughout their journey—from prospecting by acquiring information on your corporate Website to transacting through self-service applications on your customer portal—and then the cycle begins again when they look for new products and services. Ensuring that the customer experience is consistent and personalized across online properties—from branding and content to interactions and transactions—can be a daunting task. Oracle WebCenter enables you to speak and interact with your customers with one voice across your Websites and portals by providing an integrated platform for delivery of self-service and engagement that unifies and personalizes the online experience. Learn more in this session. ¶ CON8898 - Land Mines, Potholes, and Dirt Roads: Navigating the Way to ECM Nirvana Ten years ago, people were predicting that by this time in history, we’d be some kind of utopian paperless society. As we all know, we’re not there yet, but are we getting closer? What is keeping companies from driving down the road to enterprise content management bliss? Most people understand that using ECM as a central platform enables organizations to expedite document-centric processes, but most business processes in organizations are still heavily paper-based. Many of these processes could be automated and improved with an ECM platform infrastructure. In this panel discussion, you’ll hear from Oracle WebCenter customers that have already solved some of these challenges as they share their strategies for success and roads to avoid along your journey. ¶ CON8908 - Oracle WebCenter Portal: Creating and Using Content Presenter Templates Oracle WebCenter Portal applications use task flows to display and integrate content stored in the Oracle WebCenter Content server. Among the most flexible task flows is Content Presenter, which renders various types of content on an Oracle WebCenter Portal page. Although Oracle WebCenter Portal comes with a set of predefined Content Presenter templates, developers can create their own templates for specific rendering needs. This session shows the lifecycle of developing Content Presenter task flows, including how to create, package, import, modify at runtime, and use such templates. In addition to simple examples with Oracle Application Development Framework (Oracle ADF) UI elements to render the content, it shows how to use other UI technologies, CSS files, and JavaScript libraries. ¶ CON8897 - Using Web Experience Management to Drive Online Marketing Success Every year, the online channel becomes more imperative for driving organizational top-line revenue, but for many companies, mastering how to best market their products and services in a fast-evolving online world with high customer expectations for personalized experiences can be a complex proposition. Come to this panel discussion, and hear directly from online marketers how they are succeeding today by using Web experience management to drive marketing success, using capabilities such as targeting and optimization, user-generated content, mobile site publishing, and site visitor personalization to deliver engaging online experiences. ¶ CON8892 - Oracle’s Journey to Social Business Social business is a revolution, one that is causing rapidly accelerating change in how companies and customers engage with one another and how employees work together. Oracle’s goal in becoming a social business is to create a socially connected organization in which working collaboratively across geographical locations, lines of business, and management chains is second nature, enabling innovative solutions to business challenges. We can achieve this by connecting the right people, finding the right content, communicating with the right people, collaborating at the right time, and building the right communities in the right context—all ready in the CLOUD. Attend this session to see how Oracle is transforming itself into a social business. ¶  ------------ If you've read all the way to the end here - we are REALLY looking forward to seeing you in San Francisco.

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  • Please help to clean up my RoR development environment

    - by PeterWong
    I started RoR development a few months ago, and being new to Mac... Time flies and now I have a lot different ruby versions, rails versions and gems versions located everywhere......And currently I installed rvm and things got even worst, all things messed! And so I started want to clean all things and use rvm again! I want to uninstall all gems, all rails, and all ruby versions, except the system's default one (the very old one born with the mac). Or any other better solutions or suggestions!? Please help! there is some info that I think will be useful: which -a ruby /opt/local/bin/ruby /opt/local/bin/ruby /usr/local/bin/ruby /usr/bin/ruby /usr/local/bin/ruby which -a rails /usr/local/bin/rails /usr/bin/rails /usr/local/bin/rails which -a compass # simliar for rspec and many other gems /usr/local/bin/compass /usr/local/bin/compass gem list *** LOCAL GEMS *** abstract (1.0.0) actionmailer (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) actionpack (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) activemodel (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2) activerecord (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) activeresource (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) activesupport (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) addressable (2.2.2) arel (2.0.6, 1.0.1, 1.0.0.rc1) authlogic (2.1.6, 2.1.3) aws-s3 (0.6.2) base32 (0.1.2) block_helpers (0.3.3) bluecloth (2.0.9) bowline (0.9.4) bowline-bundler (0.0.4) bson (1.1.2) builder (2.1.2) bundler (1.0.2, 1.0.0) compass (0.10.6) crack (0.1.7) devise (1.1.3) diff-lcs (1.1.2) differ (0.1.1) dynamic_form (1.1.3) engineyard (1.3.1) engineyard-serverside-adapter (1.3.3) erubis (2.6.6) escape (0.0.4) extlib (0.9.15) facebooker (1.0.75) faker (0.3.1) faraday (0.5.3, 0.5.2) fast_gettext (0.5.10, 0.4.17) fastercsv (1.5.3) fastthread (1.0.7) ffi (0.6.3) formatize (1.0.1) formtastic (1.1.0, 1.0.1) gemcutter (0.5.0) gettext (2.1.0) git (1.2.5) gosu (0.7.25 universal-darwin) haml (3.0.24, 3.0.23, 3.0.22, 3.0.21, 3.0.18) haml-rails (0.3.4) heroku (1.10.13, 1.9.13) highline (1.5.2) hirb (0.3.4, 0.3.3) hpricot (0.8.2) i18n (0.5.0, 0.4.2, 0.4.1, 0.3.7) jeweler (1.4.0) json (1.4.6) json_pure (1.4.3) linkedin (0.1.8) locale (2.0.5) mail (2.2.12, 2.2.11, 2.2.10, 2.2.9, 2.2.7, 2.2.6.1) memcache-client (1.8.5) meta_search (0.9.8, 0.9.7.2, 0.9.7.1, 0.9.6, 0.9.4) mime-types (1.16) mongo (1.1.2) mongoid (2.0.0.beta.20) multi_json (0.0.5) multipart-post (1.0.1) mysql (2.8.1) mysql2 (0.2.6, 0.2.4, 0.2.3) net-ldap (0.1.1) nice-ffi (0.4) nokogiri (1.4.4, 1.4.2) oa-basic (0.1.6) oa-core (0.1.6) oa-enterprise (0.1.6) oa-oauth (0.1.6) oa-openid (0.1.6) oauth (0.4.4, 0.4.3, 0.4.1) oauth-plugin (0.4.0.pre1) oauth2 (0.1.0) omniauth (0.1.6) paperclip (2.3.6, 2.3.4, 2.3.1.1) passenger (2.2.12) polyglot (0.3.1) pyu-ruby-sasl (0.0.3.2) querybuilder (0.9.2, 0.5.9) rack (1.2.1, 1.1.0, 1.0.1) rack-cache (0.5.3) rack-cache-purge (0.0.2, 0.0.1) rack-mount (0.6.13) rack-openid (1.2.0) rack-test (0.5.6, 0.5.4) railroady (0.11.2) rails (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2, 2.3.9, 2.3.5, 2.3.4) railties (3.0.3, 3.0.1, 3.0.0, 3.0.0.rc2) rake (0.8.7) RedCloth (3.0.4) rest-client (1.6.1) roxml (3.1.5) rscribd (1.2.0) rspec (2.3.0, 2.2.0, 2.1.0, 2.0.1) rspec-core (2.3.0, 2.2.1, 2.1.0, 2.0.1) rspec-expectations (2.3.0, 2.2.0, 2.1.0, 2.0.1) rspec-mocks (2.3.0, 2.2.0, 2.1.0, 2.0.1) rspec-rails (2.3.0, 2.2.0, 2.1.0, 2.0.1) ruby-hmac (0.4.0) ruby-mysql (2.9.3) ruby-ole (1.2.10.1) ruby-openid (2.1.8) ruby-openid-apps-discovery (1.2.0) ruby-recaptcha (1.0.2, 1.0.0) ruby-sdl-ffi (0.3) ruby-termios (0.9.6) ruby_parser (2.0.5) rubyforge (2.0.4) rubygame (2.6.4) rubygems-update (1.3.7) rubyless (0.7.0, 0.6.0, 0.3.5) rubyntlm (0.1.1) rubyzip2 (2.0.1) scribd_fu (2.0.6) searchlogic (2.4.27, 2.4.23) sequel (3.16.0, 3.15.0, 3.13.0) sexp_processor (3.0.5) shoulda (2.11.3) sinatra (1.0) slim (0.8.0) slim-rails (0.1.2) spreadsheet (0.6.4.1) sqlite3-ruby (1.3.2, 1.3.1) ssl_requirement (0.1.0) subdomain-fu (1.0.0.beta2, 0.5.4) supermodel (0.1.4) syntax (1.0.0) taps (0.3.13, 0.3.11) templater (1.0.0) temple (0.1.6) text-format (1.0.0) text-hyphen (1.0.0) thor (0.14.6, 0.14.4, 0.14.3, 0.14.1, 0.14.0) tilt (1.1) treetop (1.4.9, 1.4.8) tzinfo (0.3.23) uuidtools (2.1.1, 2.0.0) validates_timeliness (3.0.0.beta.4, 2.3.1) warden (0.10.7) will_paginate (3.0.pre2, 2.3.15, 2.3.14) xml-simple (1.0.12) ya2yaml (0.30) yajl-ruby (0.7.8, 0.7.7) yamltest (0.7.0) zena (0.16.9, 0.16.8) ====== I have ran sudo rvm implode and sudo rm -rf ~/.rvm, so no rvm now. gem env RubyGems Environment: - RUBYGEMS VERSION: 1.3.7 - RUBY VERSION: 1.8.7 (2009-06-12 patchlevel 174) [i686-darwin10.2.0] - INSTALLATION DIRECTORY: /usr/local/lib/ruby/gems/1.8 - RUBY EXECUTABLE: /usr/local/bin/ruby - EXECUTABLE DIRECTORY: /usr/local/bin - RUBYGEMS PLATFORMS: - ruby - x86-darwin-10 - GEM PATHS: - /usr/local/lib/ruby/gems/1.8 - /Users/peter/.gem/ruby/1.8 - GEM CONFIGURATION: - :update_sources => true - :verbose => true - :benchmark => false - :backtrace => false - :bulk_threshold => 1000 - :sources => ["http://rubygems.org/", "http://gems.github.com"] - REMOTE SOURCES: - http://rubygems.org/ - http://gems.github.com === ls -al /usr/local/lib/ total 5704 drwxr-xr-x 7 root wheel 238 Jun 1 2010 . drwxr-xr-x 9 root wheel 306 Dec 15 16:20 .. -rw-r--r-- 1 root wheel 1717208 Jun 1 2010 libruby-static.a -rwxr-xr-x 1 root wheel 1191880 Jun 1 2010 libruby.1.8.7.dylib lrwxrwxrwx 1 root wheel 19 Jun 1 2010 libruby.1.8.dylib -> libruby.1.8.7.dylib lrwxrwxrwx 1 root wheel 19 Jun 1 2010 libruby.dylib -> libruby.1.8.7.dylib drwxr-xr-x 6 root wheel 204 Jun 1 2010 ruby

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  • Why do I get Detached Entity exception when upgrading Spring Boot 1.1.4 to 1.1.5

    - by mmeany
    On updating Spring Boot from 1.1.4 to 1.1.5 a simple web application started generating detached entity exceptions. Specifically, a post authentication inteceptor that bumped number of visits was causing the problem. A quick check of loaded dependencies showed that Spring Data has been updated from 1.6.1 to 1.6.2 and a further check of the change log shows a couple of issues relating to optimistic locking, version fields and JPA issues that have been fixed. Well I am using a version field and it starts out as Null following recommendation to not set in the specification. I have produced a very simple test scenario where I get detached entity exceptions if the version field starts as null or zero. If I create an entity with version 1 however then I do not get these exceptions. Is this expected behaviour or is there still something amiss? Below is the test scenario I have for this condition. In the scenario the service layer that has been annotated @Transactional. Each test case makes multiple calls to the service layer - the tests are working with detached entities as this is the scenario I am working with in the full blown application. The test case comprises four tests: Test 1 - versionNullCausesAnExceptionOnUpdate() In this test the version field in the detached object is Null. This is how I would usually create the object prior to passing to the service. This test fails with a Detached Entity exception. I would have expected this test to pass. If there is a flaw in the test then the rest of the scenario is probably moot. Test 2 - versionZeroCausesExceptionOnUpdate() In this test I have set the version to value Long(0L). This is an edge case test and included because I found reference to Zero values being used for version field in the Spring Data change log. This test fails with a Detached Entity exception. Of interest simply because the following two tests pass leaving this as an anomaly. Test 3 - versionOneDoesNotCausesExceptionOnUpdate() In this test the version field is set to value Long(1L). Not something I would usually do, but considering the notes in the Spring Data change log I decided to give it a go. This test passes. Would not usually set the version field, but this looks like a work-around until I figure out why the first test is failing. Test 4 - versionOneDoesNotCausesExceptionWithMultipleUpdates() Encouraged by the result of test 3 I pushed the scenario a step further and perform multiple updates on the entity that started life with a version of Long(1L). This test passes. Reinforcement that this may be a useable work-around. The entity: package com.mvmlabs.domain; import javax.persistence.Column; import javax.persistence.Entity; import javax.persistence.GeneratedValue; import javax.persistence.GenerationType; import javax.persistence.Id; import javax.persistence.Table; import javax.persistence.Version; @Entity @Table(name="user_details") public class User { @Id @GeneratedValue(strategy=GenerationType.AUTO) private Long id; @Version private Long version; @Column(nullable = false, unique = true) private String username; @Column(nullable = false) private Integer numberOfVisits; public Long getId() { return id; } public void setId(Long id) { this.id = id; } public Long getVersion() { return version; } public void setVersion(Long version) { this.version = version; } public Integer getNumberOfVisits() { return numberOfVisits == null ? 0 : numberOfVisits; } public void setNumberOfVisits(Integer numberOfVisits) { this.numberOfVisits = numberOfVisits; } public String getUsername() { return username; } public void setUsername(String username) { this.username = username; } } The repository: package com.mvmlabs.dao; import org.springframework.data.repository.CrudRepository; import com.mvmlabs.domain.User; public interface UserDao extends CrudRepository<User, Long>{ } The service interface: package com.mvmlabs.service; import com.mvmlabs.domain.User; public interface UserService { User save(User user); User loadUser(Long id); User registerVisit(User user); } The service implementation: package com.mvmlabs.service; import org.springframework.beans.factory.annotation.Autowired; import org.springframework.stereotype.Service; import org.springframework.transaction.annotation.Propagation; import org.springframework.transaction.annotation.Transactional; import org.springframework.transaction.support.TransactionSynchronizationManager; import com.mvmlabs.dao.UserDao; import com.mvmlabs.domain.User; @Service @Transactional(propagation=Propagation.REQUIRED, readOnly=false) public class UserServiceJpaImpl implements UserService { @Autowired private UserDao userDao; @Transactional(readOnly=true) @Override public User loadUser(Long id) { return userDao.findOne(id); } @Override public User registerVisit(User user) { user.setNumberOfVisits(user.getNumberOfVisits() + 1); return userDao.save(user); } @Override public User save(User user) { return userDao.save(user); } } The application class: package com.mvmlabs; import org.springframework.boot.SpringApplication; import org.springframework.boot.autoconfigure.EnableAutoConfiguration; import org.springframework.context.annotation.ComponentScan; import org.springframework.context.annotation.Configuration; @Configuration @ComponentScan @EnableAutoConfiguration public class Application { public static void main(String[] args) { SpringApplication.run(Application.class, args); } } The POM: <?xml version="1.0" encoding="UTF-8"?> <project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd"> <modelVersion>4.0.0</modelVersion> <groupId>com.mvmlabs</groupId> <artifactId>jpa-issue</artifactId> <version>0.0.1-SNAPSHOT</version> <packaging>jar</packaging> <name>spring-boot-jpa-issue</name> <description>JPA Issue between spring boot 1.1.4 and 1.1.5</description> <parent> <groupId>org.springframework.boot</groupId> <artifactId>spring-boot-starter-parent</artifactId> <version>1.1.5.RELEASE</version> <relativePath /> <!-- lookup parent from repository --> </parent> <dependencies> <dependency> <groupId>org.springframework.boot</groupId> <artifactId>spring-boot-starter-data-jpa</artifactId> </dependency> <dependency> <groupId>org.hsqldb</groupId> <artifactId>hsqldb</artifactId> <scope>runtime</scope> </dependency> <dependency> <groupId>org.springframework.boot</groupId> <artifactId>spring-boot-starter-test</artifactId> <scope>test</scope> </dependency> </dependencies> <properties> <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding> <start-class>com.mvmlabs.Application</start-class> <java.version>1.7</java.version> </properties> <build> <plugins> <plugin> <groupId>org.springframework.boot</groupId> <artifactId>spring-boot-maven-plugin</artifactId> </plugin> </plugins> </build> </project> The application properties: spring.jpa.hibernate.ddl-auto: create spring.jpa.hibernate.naming_strategy: org.hibernate.cfg.ImprovedNamingStrategy spring.jpa.database: HSQL spring.jpa.show-sql: true spring.datasource.url=jdbc:hsqldb:file:./target/testdb spring.datasource.username=sa spring.datasource.password= spring.datasource.driverClassName=org.hsqldb.jdbcDriver The test case: package com.mvmlabs; import org.junit.Assert; import org.junit.Test; import org.junit.runner.RunWith; import org.springframework.beans.factory.annotation.Autowired; import org.springframework.boot.test.SpringApplicationConfiguration; import org.springframework.test.context.junit4.SpringJUnit4ClassRunner; import com.mvmlabs.domain.User; import com.mvmlabs.service.UserService; @RunWith(SpringJUnit4ClassRunner.class) @SpringApplicationConfiguration(classes = Application.class) public class ApplicationTests { @Autowired UserService userService; @Test public void versionNullCausesAnExceptionOnUpdate() throws Exception { User user = new User(); user.setUsername("Version Null"); user.setNumberOfVisits(0); user.setVersion(null); user = userService.save(user); user = userService.registerVisit(user); Assert.assertEquals(new Integer(1), user.getNumberOfVisits()); Assert.assertEquals(new Long(1L), user.getVersion()); } @Test public void versionZeroCausesExceptionOnUpdate() throws Exception { User user = new User(); user.setUsername("Version Zero"); user.setNumberOfVisits(0); user.setVersion(0L); user = userService.save(user); user = userService.registerVisit(user); Assert.assertEquals(new Integer(1), user.getNumberOfVisits()); Assert.assertEquals(new Long(1L), user.getVersion()); } @Test public void versionOneDoesNotCausesExceptionOnUpdate() throws Exception { User user = new User(); user.setUsername("Version One"); user.setNumberOfVisits(0); user.setVersion(1L); user = userService.save(user); user = userService.registerVisit(user); Assert.assertEquals(new Integer(1), user.getNumberOfVisits()); Assert.assertEquals(new Long(2L), user.getVersion()); } @Test public void versionOneDoesNotCausesExceptionWithMultipleUpdates() throws Exception { User user = new User(); user.setUsername("Version One Multiple"); user.setNumberOfVisits(0); user.setVersion(1L); user = userService.save(user); user = userService.registerVisit(user); user = userService.registerVisit(user); user = userService.registerVisit(user); Assert.assertEquals(new Integer(3), user.getNumberOfVisits()); Assert.assertEquals(new Long(4L), user.getVersion()); } } The first two tests fail with detached entity exception. The last two tests pass as expected. Now change Spring Boot version to 1.1.4 and rerun, all tests pass. Are my expectations wrong? Edit: This code saved to GitHub at https://github.com/mmeany/spring-boot-detached-entity-issue

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  • Agile Development

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

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