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  • Justifiable Perks.

    - by Phil Factor
        I was once the director of a start-up IT Company, and had the task of recruiting a proportion of the management team. As my background was in IT management, I was rather more familiar with recruiting Geeks for technology jobs, but here, one of my early tasks was interviewing a Marketing Director.  The small group of financiers had suggested a rather strange Irishman called  Halleran.  From my background in City of London dealing-rooms, I was slightly unprepared for the experience of interviewing anyone wearing a pink suit. Many of my older City colleagues would have required resuscitation after seeing his white leather shoes. However, nobody will accuse me of prejudging an interviewee. After all, many Linux experts who I’ve come to rely on have appeared for interview dressed as hobbits. In fact, the interview went well, and we had even settled his salary.  I was somewhat unprepared for the coda.    ‘And I will need to be provided with a Ferrari  by the company.’    ‘Hmm. That seems reasonable.’    Initially, he looked startled, and then a slow smile of victory spread across his face.    ‘What colour would you like?’ I asked genially.    ‘It has to be red.’ He looked very earnest on this point.    ‘Fine. I have to go past Hamleys on the way home this evening, so I’ll pick one up then for you.’    ‘Er.. Hamley’s is a toyshop, not a Ferrari Dealership.’    I stared at him in bafflement for a few seconds. ‘You’re not seriously asking for a real Ferrari are you?’     ‘Well, yes. Not for my own sake, you understand. I’d much prefer a simple run-about, but my position demands it. How could I maintain the necessary status in the office without one? How could I do my job in marketing when my grey Datsun was all too visible in the car Park? It is a tool of the job.’    ‘Excuse me a moment, but I must confer with the MD’    I popped out to see Chris, the MD. ‘Chris, I’m interviewing a lunatic in a pink suit who is trying to demand that a Ferrari is a precondition of his employment. I tried the ‘misunderstanding trick’ but it didn’t faze him.’     ‘Sorry, Phil, but we’ve got to hire him. The VCs insist on it. You’ve got to think of something that doesn’t involve committing to the purchase of a Ferrari. Current funding barely covers the rent for the building.’    ‘OK boss. Leave it to me.’    On return, I slapped O’Halleran’s file on the table with a genial, paternalistic smile. ‘Of course you should have a Ferrari. The only trouble is that it will require a justification document that can be presented to the board. I’m sure you’ll have no problem in preparing this document in the required format.’ The initial look of despair was quickly followed by a bland look of acquiescence. He had, earlier in the interview, argued with great eloquence his skill in preparing the tiresome documents that underpin the essential corporate and government deals that were vital to the success of this new enterprise. The justification of a Ferrari should be a doddle.     After the interview, Chris nervously asked how I’d fared.     ‘I think it is all solved.’    ‘… without promising a Ferrari, I hope.’    ‘Well, I did actually; on condition he justified it in writing.’    Chris issued a stream of invective. The strain of juggling the resources in an underfunded startup was beginning to show.    ‘Don’t worry. In the unlikely event of him coming back with the required document, I’ll give him mine.’    ‘Yours?’ He strode over to the window to stare down at the car park.    He needn’t have worried: I knew that his breed of marketing man could more easily lay an ostrich egg than to prepare a decent justification document. My Ferrari is still there at the back of my garage. Few know of the Ferrari cultivator, a simple inexpensive motorized device designed for the subsistence farmers of southern Italy. It is the very devil to start, but it creates a perfect tilth for the seedbed.

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  • SSAS Maestro Training in July 2012 #ssasmaestro #ssas

    - by Marco Russo (SQLBI)
    A few hours ago Chris Webb blogged about SSAS Maestro and I’d like to propagate the news, adding also some background info. SSAS Maestro is the premier certification on Analysis Services that selects the best experts in Analysis Services around the world. In 2011 Microsoft organized two rounds of training/exams for SSAS Maestros and up to now only 11 people from the first wave have been announced – around 10% of attendees of the course! In the next few days the new Maestros from the second round should be announced and this long process is caused by many factors that I’m going to explain. First, the course is just a step in the process. Before the course you receive a list of topics to study, including the slides of the course. During the course, students receive a lot of information that might not have been included in the slides and the best part of the course is class interaction. Students are expected to bring their experience to the table and comparing case studies, experiences and having long debates is an important part of the learning process. And it is also a part of the evaluation: good questions might be also more important than good answers! Finally, after the course, students have their homework and this may require one or two months to be completed. After that, a long (very long) evaluation process begins, taking into account homework, labs, participation… And for this reason the final evaluation may arrive months later after the course. We are going to improve and shorten this process with the next courses. The first wave of SSAS Maestro had been made by invitation only and now the program is opening, requiring a fee to participate in order to cover the cost of preparation, training and exam. The number of attendees will be limited and candidates will have to send their CV in order to be admitted to the course. Only experienced Analysis Services developers will be able to participate to this challenging program. So why you should do that? Well, only 10% of students passed the exam until now. So if you need 100% guarantee to pass the exam, you need to study a lot, before, during and after the course. But the course by itself is a precious opportunity to share experience, create networking and learn mission-critical enterprise-level best practices that it’s hard to find written on books. Oh, well, many existing white papers are a required reading *before* the course! The course is now 5 days long, and every day can be *very* long. We’ll have lectures and discussions in the morning and labs in the afternoon/evening. Plus some more lectures in one or two afternoons. A heavy part of the course is about performance optimization, capacity planning, monitoring. This edition will introduce also Tabular models, and don’t expect something you might find in the SSAS Tabular Workshop – only performance, scalability monitoring and optimization will be covered, knowing Analysis Services is a requirement just to be accepted! I and Chris Webb will be the teachers for this edition. The course is expensive. Applying for SSAS Maestro will cost around 7000€ plus taxes (reduced to 5000€ for students of a previous SSAS Maestro edition). And you will be locked in a training room for the large part of the week. So why you should do that? Well, as I said, this is a challenging course. You will not find the time to check your email – the content is just too much interesting to think you can be distracted by something else. Another good reason is that this course will take place in Italy. Well, the course will take place in the brand new Microsoft Innovation Campus, but in general we’ll be able to provide you hints to get great food and, if you are willing to attach one week-end to your trip, there are plenty of places to visit (and I’m not talking about the classic Rome-Florence-Venice) – you might really need to relax after such a week! Finally, the marking process after the course will be faster – we’d like to complete the evaluation within three months after the course, considering that 1-2 months might be required to complete the homework. If at this point you are not scared: registration will open in mid-April, but you can already write to [email protected] sending your CV/resume and a short description of your level of SSAS knowledge and experience. The selection process will start early and you may want to put your admission form on top of the FIFO queue!

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  • IBM Keynote: (hardware,software)–>{IBM.java.patterns}

    - by Janice J. Heiss
    On Sunday evening, September 30, 2012, Jason McGee, IBM Distinguished Engineer and Chief Architect Cloud Computing, along with John Duimovich IBM Distinguished Engineer and Java CTO, gave an information- and idea-rich keynote that left Java developers with much to ponder.Their focus was on the challenges to make Java more efficient and productive given the hardware and software environments of 2012. “One idea that is very interesting is the idea of multi-tenancy,” said McGee, “and how we can move up the spectrum. In traditional systems, we ran applications on dedicated middleware, operating systems and hardware. A lot of customers still run that way. Now people introduce hardware virtualization and share the hardware. That is good but there is a lot more we can do. We can share middleware and the application itself.” McGee challenged developers to better enable the Java language to function in these higher density models. He spoke about the need to describe patterns that help us grasp the full environment that an application needs, whether it’s a web or full enterprise application. Developers need to understand the resources that an application interacts with in a way that is simple and straightforward. The task is to then automate that deployment so that the complexity of infrastructure can be by-passed and developers can live in a simpler world where the cloud can automatically configure the needed environment. McGee argued that the key, something IBM has been working on, is to use a simpler pattern that allows a cloud-based architecture to embrace the entire infrastructure required for an application and make it highly available, scalable and able to recover from failure. The cloud-based architecture would automate the complexity of setting up and managing the infrastructure. IBM has been trying to realize this vision for customers so they can describe their Java application environment simply and allow the cloud to automate the deployment and management of applications. “The point,” explained McGee, “is to package the executable used to describe applications, to drop it into a shared system and let that system provide some intelligence about how to deploy and manage those applications.”John Duimovich on Improvements in JavaMcGee then brought onstage IBM’s Distinguished Engineer and CTO for Java, John Duimovich, who showed the audience ways to deploy Java applications more efficiently.Duimovich explained that, “When you run lots of copies of Java in the cloud or any hypervisor virtualized system, there are a lot of duplications of code and jar files. IBM has a facility called ‘shared classes’ where we put shared code, read only artefacts in a cache that is sharable across hypervisors.” By putting JIT code in ahead of time, he explained that the application server will use 20% less memory and operate 30% faster.  He described another example of how the JVM allows for the maximum amount of sharing that manages the tenants and file sockets and memory use through throttling and control. Duimovich touched on the “thin is in” model and IBM’s Liberty Profile and lightweight runtime for the cloud, which allows for greater efficiency in interacting with the cloud.Duimovich discussed the confusion Java developers experience when, for example, the hypervisor tells them that that they have 8 and then 4 and then 16 cores. “Because hypervisors are virtualized, they can change based on resource needs across the hypervisor layer. You may have 10 instances of an operation system and you may need to reallocate memory, " explained Duimovich.  He showed how to resize LPARs, reallocate CPUs and migrate applications as needed. He explained how application servers can resize thread pools and better use resources based on information from the hypervisors.Java Challenges in Hardware and SoftwareMcGee ended the keynote with a summary of upcoming hardware and software challenges for the Java platform. He noted that one reason developers love Java is it allows them to ignore differences in hardware. He stated that the most important things happening in hardware were in network and storage – in developments such as the speed of SSD, the exploitation of high-speed, low-latency networking, and recent developments such as storage-class memory, and non-volatile main memory. “So we are challenged to maintain the benefits of Java and the abstraction it provides from hardware while still exploiting the new innovations in hardware,” said McGee.McGee discussed transactional messaging applications where developers send messages transactionally persist a message to storage, something traditionally done by backing messages on spinning disks, something mostly outdated. “Now,” he pointed out, “we would use SSD and store it in Flash and get 70,000 messages a second. If we stored it using a PCI express-based flash memory device, it is still Flash but put on a PCI express bus on a card closer to the CPU. This way I get 300,000 messages a second and 25% improvement in latency.” McGee’s central point was that hardware has a huge impact on the performance and scalability of applications. New technologies are enabling developers to build classes of Java applications previously unheard of. “We need to be able to balance these things in Java – we need to maintain the abstraction but also be able to exploit the evolution of hardware technology,” said McGee. According to McGee, IBM's current focus is on systems wherein hardware and software are shipped together in what are called Expert Integrated Systems – systems that are pre-optimized, and pre-integrated together. McGee closed IBM’s engaging and thought-provoking keynote by pointing out that the use of Java in complex applications is increasingly being augmented by a host of other languages with strong communities around them – JavaScript, JRuby, Scala, Python and so forth. Java developers now must understand the strengths and weaknesses of such newcomers as applications increasingly involve a complex interconnection of languages.

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  • Open World Day 3

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

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  • Java EE at JavaOne - A Few Picks from a Very Rich Line-up

    - by Janice J. Heiss
    A rich and diverse set of sessions cast a spotlight on Java EE at this year’s JavaOne, ranging from the popular Web Framework Smackdown, to Java EE 6 and Spring, to sessions exploring Java EE 7, and one on the implications of HTML5. Some of the world’s best EE architects and developers will be sharing their insight and expertise. If only I could be at ten places at once!BOF4149 - Web Framework Smackdown 2012    Markus Eisele - Principal IT Architect, msg systems ag    Graeme Rocher - Senior Staff Engineer, VMware    James Ward - Developer Evangelist, Heroku    Ed Burns - Consulting Member of Technical Staff, Oracle    Santiago Pericasgeertsen - Software Engineer, Oracle* Monday, Oct 1, 8:30 PM - 9:15 PM - Parc 55 - Cyril Magnin II/III Much has changed since the first Web framework smackdown, at JavaOne 2005. Or has it? The 2012 edition of this popular panel discussion surveys the current landscape of Web UI frameworks for the Java platform. The 2005 edition featured JSF, Webwork, Struts, Tapestry, and Wicket. The 2012 edition features representatives of the current crop of frameworks, with a special emphasis on frameworks that leverage HTML5 and thin-server architecture. Java Champion Markus Eisele leads the lively discussion with panelists James Ward (Play), Graeme Rocher (Grails), Edward Burns (JSF) and Santiago Pericasgeertsen (Avatar).CON6430 - Java EE and Spring Framework Panel Discussion    Richard Hightower - Developer, InfoQ    Bert Ertman - Fellow, Luminis    Gordon Dickens - Technical Architect, IT101, Inc.    Chris Beams - Senior Technical Staff, VMware    Arun Gupta - Technology Evangelist, Oracle* Tuesday, Oct 2, 10:00 AM - 11:00 AM - Parc 55 - Cyril Magnin II/III In the age of Java EE 6 and Spring 3, enterprise Java developers have many architectural choices, including Java EE 6 and Spring, but which one is right for your project? Many of us have heard the debate and seen the flame wars—it’s a topic with passionate community members, and it’s a vibrant debate. If you are looking for some level-headed discussion, grounded in real experience, by developers who have tried both, then come join this discussion. InfoQ’s Java editors moderate the discussion, and they are joined by independent consultants and representatives from both Java EE and VMWare/SpringSource.BOF4213 - Meet the Java EE 7 Specification Leads   Linda Demichiel - Consulting Member of Technical Staff, Oracle   Bill Shannon - Architect, Oracle* Tuesday, Oct 2, 5:30 PM - 6:15 PM – Parc 55 - Cyril Magnin II/III This is your chance to meet face-to-face with the engineers who are developing the next version of the Java EE platform. In this session, the specification leads for the leading technologies that are part of the Java EE 7 platform discuss new and upcoming features and answer your questions. Come prepared with your questions, your feedback, and your suggestions for new features in Java EE 7 and beyond.CON10656 - JavaEE.Next(): Java EE 7, 8, and Beyond    Ian Robinson - IBM Distinguished Engineer, IBM    Mark Little - JBoss CTO, NA    Scott Ferguson - Developer, Caucho Technology    Cameron Purdy - VP Development, Oracle*Wednesday, Oct 3, 4:30 PM - 5:30 PM - Parc 55 - Cyril Magnin II/IIIIn this session, hear from a distinguished panel of industry and open source luminaries regarding where they believe the Java EE community is headed, starting with Java EE 7. The focus of Java EE 7 and 8 is mostly on the cloud, specifically aiming to bring platform as a service (PaaS) providers and application developers together so that portable applications can be deployed on any cloud infrastructure and reap all its benefits in terms of scalability, elasticity, multitenancy, and so on. Most importantly, Java EE will leverage the modularization work in the underlying Java SE platform. Java EE will, of course, also update itself for trends such as HTML5, caching, NoSQL, ployglot programming, map/reduce, JSON, REST, and improvements to existing core APIs.CON7001 - HTML5 WebSocket and Java    Danny Coward - Java, Oracle*Wednesday, Oct 3, 4:30 PM - 5:30 PM - Parc 55 - Cyril Magnin IThe family of HTML5 technologies has pushed the pendulum away from rich client technologies and toward ever-more-capable Web clients running on today’s browsers. In particular, WebSocket brings new opportunities for efficient peer-to-peer communication, providing the basis for a new generation of interactive and “live” Web applications. This session examines the efforts under way to support WebSocket in the Java programming model, from its base-level integration in the Java Servlet and Java EE containers to a new, easy-to-use API and toolset that are destined to become part of the standard Java platform.

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  • ASP.NET WebAPI Security 4: Examples for various Authentication Scenarios

    - by Your DisplayName here!
    The Thinktecture.IdentityModel.Http repository includes a number of samples for the various authentication scenarios. All the clients follow a basic pattern: Acquire client credential (a single token, multiple tokens, username/password). Call Service. The service simply enumerates the claims it finds on the request and returns them to the client. I won’t show that part of the code, but rather focus on the step 1 and 2. Basic Authentication This is the most basic (pun inteneded) scenario. My library contains a class that can create the Basic Authentication header value. Simply set username and password and you are good to go. var client = new HttpClient { BaseAddress = _baseAddress }; client.DefaultRequestHeaders.Authorization = new BasicAuthenticationHeaderValue("alice", "alice"); var response = client.GetAsync("identity").Result; response.EnsureSuccessStatusCode();   SAML Authentication To integrate a Web API with an existing enterprise identity provider like ADFS, you can use SAML tokens. This is certainly not the most efficient way of calling a “lightweight service” ;) But very useful if that’s what it takes to get the job done. private static string GetIdentityToken() {     var factory = new WSTrustChannelFactory(         new WindowsWSTrustBinding(SecurityMode.Transport),         _idpEndpoint);     factory.TrustVersion = TrustVersion.WSTrust13;     var rst = new RequestSecurityToken     {         RequestType = RequestTypes.Issue,         KeyType = KeyTypes.Bearer,         AppliesTo = new EndpointAddress(Constants.Realm)     };     var token = factory.CreateChannel().Issue(rst) as GenericXmlSecurityToken;     return token.TokenXml.OuterXml; } private static Identity CallService(string saml) {     var client = new HttpClient { BaseAddress = _baseAddress };     client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("SAML", saml);     var response = client.GetAsync("identity").Result;     response.EnsureSuccessStatusCode();     return response.Content.ReadAsAsync<Identity>().Result; }   SAML to SWT conversion using the Azure Access Control Service Another possible options for integrating SAML based identity providers is to use an intermediary service that allows converting the SAML token to the more compact SWT (Simple Web Token) format. This way you only need to roundtrip the SAML once and can use the SWT afterwards. The code for the conversion uses the ACS OAuth2 endpoint. The OAuth2Client class is part of my library. private static string GetServiceTokenOAuth2(string samlToken) {     var client = new OAuth2Client(_acsOAuth2Endpoint);     return client.RequestAccessTokenAssertion(         samlToken,         SecurityTokenTypes.Saml2TokenProfile11,         Constants.Realm).AccessToken; }   SWT Authentication When you have an identity provider that directly supports a (simple) web token, you can acquire the token directly without the conversion step. Thinktecture.IdentityServer e.g. supports the OAuth2 resource owner credential profile to issue SWT tokens. private static string GetIdentityToken() {     var client = new OAuth2Client(_oauth2Address);     var response = client.RequestAccessTokenUserName("bob", "abc!123", Constants.Realm);     return response.AccessToken; } private static Identity CallService(string swt) {     var client = new HttpClient { BaseAddress = _baseAddress };     client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", swt);     var response = client.GetAsync("identity").Result;     response.EnsureSuccessStatusCode();     return response.Content.ReadAsAsync<Identity>().Result; }   So you can see that it’s pretty straightforward to implement various authentication scenarios using WebAPI and my authentication library. Stay tuned for more client samples!

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  • MDM for Tax Authorities

    - by david.butler(at)oracle.com
    In last week’s MDM blog, we discussed MDM in the Public Sector. I want to continue that thread. After all, no industry faces tougher data quality problems than governmental organizations, and few industries suffer more significant down side consequences to poor operations than local, state and federal governments. One key challenge area is taxation. Tax Authorities face a multitude of IT challenges. Firstly, the data used in tax calculations is increasing in volume and complexity. They must improve service by introducing multi-channel contact centers and self-service capabilities. Security concerns necessitate increasingly sophisticated data protection procedures. And cost constraints are driving Tax Authorities to rely on off-the-shelf software for many of their functional areas. Compounding these issues is the fact that the IT architectures in operation at most revenue and collections agencies are very complex. They typically include multiple, disparate operational and analytical systems across which the sum total of data about individual constituents is fragmented. To make matters more complicated, taxation is not carried out by a single jurisdiction, and often sources of income including employers, investments and other sources of taxable income and deductions must also be tracked and shared among tax authorities. Collectively, these systems are involved in tax assessment and collections, risk analysis, scoring, tracking, auditing and investigation case management. The Problem of Constituent Data Management The infrastructure described above makes it very difficult to create a consolidated representation of a given party. Differing formats and data models mean that a constituent may be represented in one way in one system and in a different way in another. Individual records are frequently inaccurate, incomplete, out of date and/or inconsistent with other records relating to the same constituent. When constituent data must be aggregated and scored, information within each system must be rationalized and normalized so the agency can produce a constituent information file (CIF) that provides a single source of truth about that party. If information about that constituent changes, each system in turn must be updated. There have been many attempts to solve this problem with technology: from consolidating transactional systems to conducting manual systems integration projects and superimposing layers of business intelligence and analytics. All these approaches can be successful in solving a portion of the problem at a specific point in time, but without an enterprise perspective, anything gained is quickly lost again. Oracle Constituent Data Mastering for Tax Authorities: A Single View of the Constituent Oracle has a flexible and long-term solution to the problem of securely integrating and managing constituent data. The Oracle Solution for mastering Constituent Data for Tax Authorities is based on two core product offerings: Oracle Customer Hub and – optionally – Oracle Application Integration Architecture (AIA). Customer Hub is a master data management (MDM) product that centralizes, de-duplicates, and enriches constituent data. It unifies fragmented information without disrupting existing business processes or IT investments. Role based data access and privacy rules guarantee maximum security and privacy. Data is continuously and automatically synchronized with all source systems. With the Oracle Customer Hub managing the master constituent identity, every department can capture transaction activity against the same record, improving reporting accuracy, employee productivity, reliability of constituent analytics, and day-to-day constituent relationships. Oracle Application Integration Architecture provides a collection of core pre-built processes to support out of the box Master Data Governance across Oracle Customer Hub, Siebel CRM, and Oracle E-Business Suite. It also provides a framework to enable MDM integrations with other Oracle and non-Oracle applications. Oracle AIA removes some of the key inhibitors to implementing a service-oriented architecture (SOA) by providing a pre-built SOA-based middleware foundation as well as industry-optimized service oriented applications, all built around a SOA governance model that encourages effective design and reuse. I encourage you to read Oracle Solution for Mastering Constituents Data for Public Sector – Tax Authorities by Roberto Negro. It is an outstanding whitepaper that describes how the Oracle MDM solution allows you to create a unified, reconciled source of high-quality constituent data and gain an accurate single view of each constituent. This foundation enables you to lower the costs associated with data quality and integration and create a tax organization that is efficient, secure and constituent-centric. Also, don’t forget the upcoming webcast on Thursday, February 10th: Deliver Improved Services to Citizens at Lower Cost to your Organization Our Guest Speaker is Ruben Spekle, from Capgemini. He will also provide insight into Public Sector Master Data Management and Case Management implementations including one that was executed for a Dutch Government Agency. If you are interested in how governmental organizations from around the world are using MDM to advance their cause, click here to register for the webcast.

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  • Getting a handle on mobile data

    - by Eric Jensen
    Normal 0 false false false EN-US X-NONE X-NONE /* 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-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; 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;} written by Ashok Joshi The proliferation of mobile devices in the corporate world is both a blessing as well as a challenge.  Mobile devices improve productivity and the velocity of business for the end users; on the other hand, IT departments need to manage the corporate data and applications that run on these devices. Oracle Database Mobile Server (DMS for short) provides a simple and effective way to deal with the management challenge.  DMS supports data synchronization between a central Oracle database server and data on mobile devices.  It also provides authentication, encryption and application and device management.  Finally, DMS is a highly scalable solution that can be used to manage hundreds of thousands of devices.   Here’s a simplified outline of how such a solution might work. Each device runs local sync and mgmt agents that handle bidirectional data flow with an Oracle enterprise backend, run remote commands, and provide status to the management console. For example, mobile admins could monitor multiple networks of mobile devices, upgrade their software remotely, and even destroy the local database on a compromised device. DMS supports either Oracle Berkeley DB or SQLite for device-local storage, and runs on a wide variety of mobile platforms. The schema for the device-local database is pretty simple – it contains the name of the application that’s installed on the device as well as details such as product name, version number, time of last access etc. Each mobile user has an account on the monitoring system.  DMS supports authentication via the Oracle database authentication mechanisms or alternately, via an external authentication server such as Oracle Identity Management. DMS also provides the option of encrypting the data on disk as well as while it is being synchronized. Whenever a device connects with DMS, it sends the list of all local application changes to the server; the server updates the central repository with this information.  Synchronization can be triggered on-demand, whenever there’s a change on the device (e.g. new application installed or an existing application removed) or via a rule-based schedule (e.g. every Saturday). Synchronization is very fast and efficient, since only the changes are propagated.  This includes resume capability; should synchronization be interrupted for any reason, the next synchronization will resume where the previous synchronization was interrupted. If the device should be lost or stolen, DMS has the capability to remove the applications and/or data from the device. This ability to control access to sensitive data and applications is critical in the corporate environment. The central repository also allows the IT manager to track the kinds of applications that mobile users use and recommend patches and upgrades, while still allowing the mobile user full control over what applications s/he downloads and uses on the device.  This is useful since most devices are used for corporate as well as personal information. In certain restricted use scenarios, the IT manager can also control whether a certain application can be installed on a mobile device.  Should an unapproved application be installed, it can easily be removed the next time the device connects with the central server. Oracle Database mobile server provides a simple, effective and highly secure and scalable solution for managing the data and applications for the mobile workforce.

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  • Blog Buzz - Devoxx 2011

    - by Janice J. Heiss
    Some day I will make it to Devoxx – for now, I’m content to vicariously follow the blogs of attendees and pick up on what’s happening.  I’ve been doing more blog "fishing," looking for the best commentary on 2011 Devoxx. There’s plenty of food for thought – and the ideas are not half-baked.The bloggers are out in full, offering useful summaries and commentary on Devoxx goings-on.Constantin Partac, a Java developer and a member of Transylvania JUG, a community from Cluj-Napoca/Romania, offers an excellent summary of the Devoxx keynotes. Here’s a sample:“Oracle Opening Keynote and JDK 7, 8, and 9 Presentation•    Oracle is committed to Java and wants to provide support for it on any device.•    JSE 7 for Mac will be released next week.•    Oracle would like Java developers to be involved in JCP, to adopt a JSR and to attend local JUG meetings.•    JEE 7 will be released next year.•    JEE 7 is focused on cloud integration, some of the features are already implemented in glassfish 4 development branch.•    JSE 8 will be release in summer of 2013 due to “enterprise community request” as they can not keep the pace with an 18    month release cycle.•    The main features included in JSE8 are lambda support, project Jigsaw, new Date/Time API, project Coin++ and adding   support for sensors. JSE 9 probably will focus on some of these features:1.    self tuning JVM2.    improved native language integration3.    processing enhancement for big data4.    reification (adding runtime class type info for generic types)5.    unification of primitive and corresponding object classes6.    meta-object protocol in order to use type and methods define in other JVM languages7.    multi-tenancy8.    JVM resource management” Thanks Constantin! Ivan St. Ivanov, of SAP Labs Bulgaria, also commented on the keynotes with a different focus.  He summarizes Henrik Stahl’s look ahead to Java SE 8 and JavaFX 3.0; Cameron Purdy on Java EE and the cloud; celebrated Java Champion Josh Bloch on what’s good and bad about Java; Mark Reinhold’s quick look ahead to Java SE 9; and Brian Goetz on lambdas and default methods in Java SE 8. Here’s St. Ivanov’s account of Josh Bloch’s comments on the pluses of Java:“He started with the virtues of the platform. To name a few:    Tightly specified language primitives and evaluation order – int is always 32 bits and operations are executed always from left  to right, without compilers messing around    Dynamic linking – when you change a class, you need to recompile and rebuild just the jar that has it and not the whole application    Syntax  similarity with C/C++ – most existing developers at that time felt like at home    Object orientations – it was cool at that time as well as functional programming is today    It was statically typed language – helps in faster runtime, better IDE support, etc.    No operator overloading – well, I’m not sure why it is good. Scala has it for example and that’s why it is far better for defining DSLs. But I will not argue with Josh.”It’s worth checking out St. Ivanov’s summary of Bloch’s views on what’s not so great about Java as well. What's Coming in JAX-RS 2.0Marek Potociar, Principal Software Engineer at Oracle and currently specification lead of Java EE RESTful web services API (JAX-RS), blogged on his talk about what's coming in JAX-RS 2.0, scheduled for final release in mid-2012.  Here’s a taste:“Perhaps the most wanted addition to the JAX-RS is the Client API, that would complete the JAX-RS story, that is currently server-side only. In JAX-RS 2.0 we are adding a completely interface-based and fluent client API that blends nicely in with the existing fluent response builder pattern on the server-side. When we started with the client API, the first proposal contained around 30 classes. Thanks to the feedback from our Expert Group we managed to reduce the number of API classes to 14 (2 of them being exceptions)! The resulting is compact while at the same time we still managed to create an API that reflects the method invocation context flow (e.g. once you decide on the target URI and start setting headers on the request, your IDE will not try to offer you a URI setter in the code completion). This is a subtle but very important usability aspect of an API…” Obviously, Devoxx is a great Java conference, one that is hitting this year at a time when much is brewing in the platform and beginning to be anticipated.

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  • Limiting Audit Exposure and Managing Risk – Q&A and Follow-Up Conversation

    - by Tanu Sood
    Thanks to all who attended the live ISACA webcast on Limiting Audit Exposure and Managing Risk with Metrics-Driven Identity Analytics. We were really fortunate to have Don Sparks from ISACA moderate the webcast featuring Stuart Lincoln, Vice President, IT P&L Client Services, BNP Paribas, North America and Neil Gandhi, Principal Product Manager, Oracle Identity Analytics. Stuart’s insights given the team’s role in providing IT for P&L Client Services and his tremendous experience in identity management and establishing sustainable compliance programs were true value-add at yesterday’s webcast. And if you are a healthcare organization looking to solve your compliance and security challenges, we recommend you join us for a live webcast on Tuesday, November 29 at 10 am PT. The webcast will feature experts from Kaiser Permanente, PricewaterhouseCoopers and Oracle and the focus of the discussion will be around the compliance challenges a healthcare organization faces and best practices for tackling those. Here are the details: Healthcare IT News Webcast: Managing Risk and Enforcing Compliance in Healthcare with Identity Analytics Tuesday, November 29, 201110:00 a.m. PT / 1:00 p.m. ET Register Today The ISACA webcast replay is now available on-demand and the slides are also available for download. Since we didn’t have time to address all the questions we received during the live Q&A portion of the webcast, we have captured responses to the remaining questions here. Please continue to provide us your feedback and insights from your experience in deploying identity compliance solutions. Q. Can you please clarify the mechanism utilized to populate the Identity Warehouse from each individual application's access management function / files? A. Oracle Identity Analytics (OIA) supports direct imports from applications. Data collection is based on Extract, Transform and Load (ETL) that eliminates the need to write connectors to different applications. Oracle Identity Analytics’ import engine supports complex entitlement feeds saved as either text files or XML. The imports can be scheduled on a periodic basis or triggered as needed. If the applications are synchronized with a user provisioning solution like Oracle Identity Manager, Oracle Identity Analytics has a seamless integration to pull in data from Oracle Identity Manager. Q.  Can you provide a short summary of the new features in your latest release of Oracle Identity Analytics? A. Oracle recently announced availability of enhanced Oracle Identity Analytics. This release focused on easing the certification process by offering risk analytics driven certification, advanced certification screens, business centric views and significant improvement in performance including 3X faster data imports, 3X faster certification campaign generation and advanced auto-certification features, that  will allow organizations to improve user productivity by up to 80%. Closed-loop risk feedback and IT policy monitoring with Oracle Identity Manager, a leading user provisioning solution, allows for more accurate certification reviews. And, OIA's improved performance enables customers to scale compliance initiatives supporting millions of user entitlements across thousands of applications, whether on premise or in the cloud, without compromising speed or integrity. Q. Will ISACA grant a CPE credit for attending this ISACA-sponsored webinar today? A. From ISACA: Hello and thank you for your interest in the 2011 ISACA Webinar Program!  Unfortunately, there are no CPEs offered for this program, archived or live.  We will be looking into the feasibility of offering them in the future.  Q. Would you be able to use this to help manage licenses for software? That is to say - could it track software that is not used by a user, thus eliminating the software license? A. OIA’s integration with Oracle Identity Manager, a leading user provisioning solution, allows organizations to detect ghost accounts or unused accounts via account reconciliation. Based on company’s policies, this could trigger an automated workflow for account deletion or asking for further investigation. Closed-loop feedback between the two solutions would then allow visibility into the complete audit trail of when the account was detected, the action taken, by whom, when and the current status. Q. We have quarterly attestations and .xls mechanisms are not working. Once the identity data is correlated in Identity Analytics, do you then automate access certification? A. OIA’s identity warehouse analyzes and correlates identity data across various resources that allows OIA to determine a user’s risk profile, who the access review request should go to, along with all the relevant access details of the user. The access certification manager gets notification on what to review, when and the relevant data is presented in a business friendly screen. Based on the result of the access certification process, actions are triggered and results recorded and archived. Access review managers have visual risk indicators that also allow them to prioritize access certification tasks and efforts. Q. How does Oracle Identity Analytics work with Cloud Security? A. For enterprises looking to build their own cloud(s), Oracle offers a set of security services that cloud developers can leverage including Oracle Identity Analytics.  For enterprises looking to manage their compliance requirements but without hosting those in-house and instead having a hosting provider offer managed Identity Management services to the organizations, Oracle Identity Analytics can be leveraged much the same way as you’d in an on-premise (within the enterprise) environment. In fact, organizations today are leveraging Oracle Identity Analytics to manage identity compliance in both these ways. Q. Would you recommend this as a cost effective solution for a smaller organization with @ 2,500 users? A. The key return-on-investment (ROI) on Oracle Identity Analytics is derived from automating compliance processes thereby eliminating administrative overhead, minimizing errors, maintaining cost- and time-effective sustainable compliance processes and minimizing audit exposures and penalties.  Of course, there are other tangible benefits that are derived from an Oracle Identity Analytics implementation as outlined in the webcast. For a quantitative analysis of your requirements and potential ROI calculation, we recommend you refer to the Forrester Study on Total Economic Impact of Oracle Identity Analytics. For an in-person discussion, please email Richard Caldwell.

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  • Master Data Management Implementation Styles

    - by david.butler(at)oracle.com
    In any Master Data Management solution deployment, one of the key decisions to be made is the choice of the MDM architecture. Gartner and other analysts describe some different Hub deployment styles, which must be supported by a best of breed MDM solution in order to guarantee the success of the deployment project.   Registry Style: In a Registry Style MDM Hub, the various source systems publish their data and a subscribing Hub stores only the source system IDs, the Foreign Keys (record IDs on source systems) and the key data values needed for matching. The Hub runs the cleansing and matching algorithms and assigns unique global identifiers to the matched records, but does not send any data back to the source systems. The Registry Style MDM Hub uses data federation capabilities to build the "virtual" golden view of the master entity from the connected systems.   Consolidation Style: The Consolidation Style MDM Hub has a physically instantiated, "golden" record stored in the central Hub. The authoring of the data remains distributed across the spoke systems and the master data can be updated based on events, but is not guaranteed to be up to date. The master data in this case is usually not used for transactions, but rather supports reporting; however, it can also be used for reference operationally.   Coexistence Style: The Coexistence Style MDM Hub involves master data that's authored and stored in numerous spoke systems, but includes a physically instantiated golden record in the central Hub and harmonized master data across the application portfolio. The golden record is constructed in the same manner as in the consolidation style, and, in the operational world, Consolidation Style MDM Hubs often evolve into the Coexistence Style. The key difference is that in this architectural style the master data stored in the central MDM system is selectively published out to the subscribing spoke systems.   Transaction Style: In this architecture, the Hub stores, enhances and maintains all the relevant (master) data attributes. It becomes the authoritative source of truth and publishes this valuable information back to the respective source systems. The Hub publishes and writes back the various data elements to the source systems after the linking, cleansing, matching and enriching algorithms have done their work. Upstream, transactional applications can read master data from the MDM Hub, and, potentially, all spoke systems subscribe to updates published from the central system in a form of harmonization. The Hub needs to support merging of master records. Security and visibility policies at the data attribute level need to be supported by the Transaction Style hub, as well.   Adaptive Transaction Style: This is similar to the Transaction Style, but additionally provides the capability to respond to diverse information and process requests across the enterprise. This style emerged most recently to address the limitations of the above approaches. With the Adaptive Transaction Style, the Hub is built as a platform for consolidating data from disparate third party and internal sources and for serving unified master entity views to operational applications, analytical systems or both. This approach delivers a real-time Hub that has a reliable, persistent foundation of master reference and relationship data, along with all the history and lineage of data changes needed for audit and compliance tracking. On top of this persistent master data foundation, the Hub can dynamically aggregate transaction data on demand from different source systems to deliver the unified golden view to downstream systems. Data can also be accessed through batch interfaces, published to a message bus or served through a real-time services layer. New data sources can be readily added in this approach by extending the data model and by configuring the new source mappings and the survivorship rules, meaning that all legacy data hubs can be leveraged to contribute their records/rules into the new transaction hub. Finally, through rich user interfaces for data stewardship, it allows exception handling by business analysts to keep it current with business rules/practices while maintaining the reliability of best-of-breed master records.   Confederation Style: In this architectural style, several Hubs are maintained at departmental and/or agency and/or territorial level, and each of them are connected to the other Hubs either directly or via a central Super-Hub. Each Domain level Hub can be implemented using any of the previously described styles, but normally the Central Super-Hub is a Registry Style one. This is particularly important for Public Sector organizations, where most of the time it is practically or legally impossible to store in a single central hub all the relevant constituent information from all departments.   Oracle MDM Solutions can be deployed according to any of the above MDM architectural styles, and have been specifically designed to fully support the Transaction and Adaptive Transaction styles. Oracle MDM Solutions provide strong data federation and integration capabilities which are key to enabling the use of the Confederated Hub as a possible architectural style approach. Don't lock yourself into a solution that cannot evolve with your needs. With Oracle's support for any type of deployment architecture, its ability to leverage the outstanding capabilities of the Oracle technology stack, and its open interfaces for non-Oracle technology stacks, Oracle MDM Solutions provide a low TCO and a quick ROI by enabling a phased implementation strategy.

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  • Oracle Fusion Middleware 11g next launch phase - what a week of product releases! Feedback from our

    - by Jürgen Kress
      Product releases: SOA Suite 11gR1 Patch Set 2 (PS2) BPM Suite 11gR1 Released Oracle JDeveloper 11g (11.1.1.3.0) (Build 5660) Oracle WebLogic Server 11gR1 (10.3.3) Oracle JRockit (4.0) Oracle Tuxedo 11gR1 (11.1.1.1.0) Enterprise Manager 11g Grid Control Release 1 (11.1.0.1.0) for Linux x86/x86-64 All Oracle Fusion Middleware 11gR1 Software Download   BPM Suite 11gR1 Released by Manoj Das Oracle BPM Suite 11gR1 became available for download from OTN and eDelivery. If you have been following our plans in this area, you know that this is the release unifying BEA ALBPM product, which became Oracle BPM10gR3, with the Oracle stack. Some of the highlights of this release are: BPMN 2.0 modeling and simulation Web based Process Composer for BPMN and Rules authoring Zero-code environment with full access to Oracle SOA Suite’s rich set of application and other adapters Process Spaces – Out-of-box integration with Web Center Suite Process Analytics – Native process cubes as well as integration with Oracle BAM You can learn more about this release from the documentation. Notes about downloading and installing Please note that Oracle BPM Suite 11gR1 is delivered and installed as part of SOA 11.1.1.3.0, which is a sparse release (only incremental patch). To install: Download and install SOA 11.1.1.2.0, which is a full release (you can find the bits at the above location) Download and install SOA 11.1.1.3.0 During configure step (using the Fusion Middleware configuration wizard), use the Oracle Business Process Management template supplied with the SOA Suite11g (11.1.1.3.0) If you plan to use Process Spaces, also install Web Center 11.1.1.3.0, which also is delivered as a sparse release and needs to be installed on top of Web Center 11.1.1.2.0   SOA Suite 11gR1 Patch Set 2 (PS2) released by Demed L'Her We just released SOA Suite 11gR1 Patch Set 2 (PS2)! You can download it as usual from: OTN (main platforms only) eDelivery (all platforms) 11gR1 PS2 is delivered as a sparse installer, that is to say that it is meant to be applied on the latest full install (11gR1 PS1). That’s great for existing PS1 users who simply need to apply the patch and run the patch assistant – but an extra step for new users who will first need to download SOA Suite 11gR1 PS1 (in addition to the PS2 patch). What’s in that release? Bug fixes of course but also several significant new features. Here is a short selection of the most significant ones: Spring component (for native Java extensibility and integration) SOA Partitions (to organize and manage your composites) Direct Binding (for transactional invocations to and from Oracle Service Bus) HTTP binding (for those of you trying to do away with SOAP and looking for simple GET and POST) Resequencer (for ordering out-of-order messages) WS Atomic Transactions (WS-AT) support (for propagation of transactions across heterogeneous environments) Check out the complete list of new features in PS2 for more (including links to the documentation for the above)! But maybe even more importantly we are also releasing Oracle Service Bus 11gR1 and BPM Suite 11gR1 at the same time – all on the same base platform (WebLogic Server 10.3.3)! (NB: it might take a while for all pages and caches to be updated with the new content so if you don’t find what you need today, try again soon!)   Are you Systems Integrations and Independent Software Vendors ready to adopt and to deliver? Make sure that you become trained: Local training calendars Register for the SOA Partner Community & Webcast www.oracle.com/goto/emea/soa What is your feedback?  Who installed the software? please feel free to share your experience at http://twitter.com/soacommunity #soacommunity Technorati Tags: SOA partner community ACE Directoris SOA Suite PS2 BPM11g First feedback from our ACE Directors and key Partners:   Now, these are great times to start the journey into BPM! Hajo Normann Reuse of components across the Oracle 11G Fusion Middleware stack, BPM just is one of the components plugging into the stack and reuses all other components. Mr. Leon Smiers With BPM11g, Oracle offers a very competitive product which will have a big effect on the IT market. Guido Schmutz We have real BPMN 2.0, which get's executed. No more transformation from business models to executable models - just press the run button... Torsten Winterberg Oracle BPM Suite 11g brings Out-of-box integration with WebCenter Suite and Oracle ADF development framework. Andrejus Baranovskis With the release of BPM Suite 11g, Oracle has defined new standards for Business Process platforms. Geoffroy de Lamalle With User Messaging Service you can let Soa Suite 11g do all your Messaging Edwin Biemond

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  • JavaOne 2011: Content review process and Tips for submissions

    - by arungupta
    The Technical Sessions, Birds of Feather, Panels, and Hands-on labs (basically all the content delivered at JavaOne) forms the backbone of the conference. At this year's JavaOne conference you'll have access to the rock star speakers, the ability to engage with luminaries in the hallways, and have beer (or 2) with community peers in designated areas. Even though the conference is Oct 2-6, 2011, and will be bigger and better than last year's conference, the Call for Paper submission and review/selection evaluation started much earlier.In previous years, I've participated in the review process and this year I was honored to serve as co-lead for the "Enterprise Service Architecture and Cloud" track with Ludovic Champenois. We had a stellar review team with an equal mix of Oracle and external community reviewers. The review process is very overwhelming with the reviewers going through multiple voting iterations on each submission in order to ensure that the selected content is the BEST of the submitted lot. Our ultimate goal was to ensure that the content best represented the track, and most importantly would draw interest and excitement from attendees. As always, the number and quality of submissions were just superb, making for a truly challenging (and rewarding) experience for the reviewers. As co-lead I tried to ensure that I applied a fair and balanced process in the evaluation of content in my track. . Here are some key steps followed by all track leads: Vote on sessions - Each reviewer is required to vote on the sessions on a scale of 1-5 - and also provide a justifying comment. Create buckets - Divide the submissions into different buckets to ensure a fair representation of different topics within a track. This ensures that if a particular bucket got higher votes then the track is not exclusively skewed towards it. Top 7 - The review committee provides a list of the top 7 talks that can be used in the promotional material by the JavaOne team. Generally these talks are easy to identify and a consensus is reached upon them fairly quickly. First cut - Each track is allocated a total number of sessions (including panels), BoFs, and Hands-on labs that can be approved. The track leads then start creating the first cut of the approvals using the casted votes coupled with their prior experience in the subject matter. In our case, Ludo and I have been attending/speaking at JavaOne (and other popular Java-focused conferences) for double digit years. The Grind - The first cut is then refined and refined and refined using multiple selection criteria such as sorting on the bucket, speaker quality, topic popularity, cumulative vote total, and individual vote scale. The sessions that don't make the cut are reviewed again as well to ensure if they need to replace one of the selected one as a potential alternate. I would like to thank the entire Java community for all the submissions and many thanks to the reviewers who spent countless hours reading each abstract, voting on them, and helping us refine the list. I think approximately 3-4 hours cumulative were spent on each submission to reach an evaluation, specifically the border line cases. We gave our recommendations to the JavaOne Program Committee Chairperson (Sharat Chander) and accept/decline notifications should show up in submitter inboxes in the next few weeks. Here are some points to keep in mind when submitting a session to JavaOne next time: JavaOne is a technology-focused conference so any product, marketing or seemingly marketish talk are put at the bottom of the list.Oracle Open World and Oracle Develop are better options for submitting product specific talks. Make your title catchy. Remember the attendees are more likely to read the abstract if they like the title. We try our best to recategorize the talk to a different track if it needs to but please ensure that you are filing in the right track to have all the right eyeballs looking at it. Also, it does not hurt marking an alternate track if your talk meets the criteria. Make sure to coordinate within your team before the submission - multiple sessions from the same team or company does not ensure that the best speaker is picked. In such case we rely upon your "google presence" and/or review committee's prior knowledge of the speaker. The reviewers may not know you or your product at all and you get 750 characters to pitch your idea. Make sure to use all of them, to the last 750th character. Make sure to read your abstract multiple times to ensure that you are giving all the relevant information ? Think through your presentation and see if you are leaving out any important aspects.Also look if the abstract has any redundant information that will not required by the reviewers. There are additional sections that allow you to share information about the speaker and the presentation summary. Use them to blow the horn about yourself and any other relevant details. Please don't say "call me at xxx-xxx-xxxx to find out the details" :-) The review committee enjoyed reviewing the submissions and we certainly hope you'll have a great time attending them. Happy JavaOne!

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  • JavaOne 2011: Content review process and Tips for submissions

    - by arungupta
    The Technical Sessions, Birds of Feather, Panels, and Hands-on labs (basically all the content delivered at JavaOne) forms the backbone of the conference. At this year's JavaOne conference you'll have access to the rock star speakers, the ability to engage with luminaries in the hallways, and have beer (or 2) with community peers in designated areas. Even though the conference is Oct 2-6, 2011, and will be bigger and better than last year's conference, the Call for Paper submission and review/selection evaluation started much earlier.In previous years, I've participated in the review process and this year I was honored to serve as co-lead for the "Enterprise Service Architecture and Cloud" track with Ludovic Champenois. We had a stellar review team with an equal mix of Oracle and external community reviewers. The review process is very overwhelming with the reviewers going through multiple voting iterations on each submission in order to ensure that the selected content is the BEST of the submitted lot. Our ultimate goal was to ensure that the content best represented the track, and most importantly would draw interest and excitement from attendees. As always, the number and quality of submissions were just superb, making for a truly challenging (and rewarding) experience for the reviewers. As co-lead I tried to ensure that I applied a fair and balanced process in the evaluation of content in my track. . Here are some key steps followed by all track leads: Vote on sessions - Each reviewer is required to vote on the sessions on a scale of 1-5 - and also provide a justifying comment. Create buckets - Divide the submissions into different buckets to ensure a fair representation of different topics within a track. This ensures that if a particular bucket got higher votes then the track is not exclusively skewed towards it. Top 7 - The review committee provides a list of the top 7 talks that can be used in the promotional material by the JavaOne team. Generally these talks are easy to identify and a consensus is reached upon them fairly quickly. First cut - Each track is allocated a total number of sessions (including panels), BoFs, and Hands-on labs that can be approved. The track leads then start creating the first cut of the approvals using the casted votes coupled with their prior experience in the subject matter. In our case, Ludo and I have been attending/speaking at JavaOne (and other popular Java-focused conferences) for double digit years. The Grind - The first cut is then refined and refined and refined using multiple selection criteria such as sorting on the bucket, speaker quality, topic popularity, cumulative vote total, and individual vote scale. The sessions that don't make the cut are reviewed again as well to ensure if they need to replace one of the selected one as a potential alternate. I would like to thank the entire Java community for all the submissions and many thanks to the reviewers who spent countless hours reading each abstract, voting on them, and helping us refine the list. I think approximately 3-4 hours cumulative were spent on each submission to reach an evaluation, specifically the border line cases. We gave our recommendations to the JavaOne Program Committee Chairperson (Sharat Chander) and accept/decline notifications should show up in submitter inboxes in the next few weeks. Here are some points to keep in mind when submitting a session to JavaOne next time: JavaOne is a technology-focused conference so any product, marketing or seemingly marketish talk are put at the bottom of the list.Oracle Open World and Oracle Develop are better options for submitting product specific talks. Make your title catchy. Remember the attendees are more likely to read the abstract if they like the title. We try our best to recategorize the talk to a different track if it needs to but please ensure that you are filing in the right track to have all the right eyeballs looking at it. Also, it does not hurt marking an alternate track if your talk meets the criteria. Make sure to coordinate within your team before the submission - multiple sessions from the same team or company does not ensure that the best speaker is picked. In such case we rely upon your "google presence" and/or review committee's prior knowledge of the speaker. The reviewers may not know you or your product at all and you get 750 characters to pitch your idea. Make sure to use all of them, to the last 750th character. Make sure to read your abstract multiple times to ensure that you are giving all the relevant information ? Think through your presentation and see if you are leaving out any important aspects.Also look if the abstract has any redundant information that will not required by the reviewers. There are additional sections that allow you to share information about the speaker and the presentation summary. Use them to blow the horn about yourself and any other relevant details. Please don't say "call me at xxx-xxx-xxxx to find out the details" :-) The review committee enjoyed reviewing the submissions and we certainly hope you'll have a great time attending them. Happy JavaOne!

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  • Availability Best Practices on Oracle VM Server for SPARC

    - by jsavit
    This is the first of a series of blog posts on configuring Oracle VM Server for SPARC (also called Logical Domains) for availability. This series will show how to how to plan for availability, improve serviceability, avoid single points of failure, and provide resiliency against hardware and software failures. Availability is a broad topic that has filled entire books, so these posts will focus on aspects specifically related to Oracle VM Server for SPARC. The goal is to improve Reliability, Availability and Serviceability (RAS): An article defining RAS can be found here. Oracle VM Server for SPARC Principles for Availability Let's state some guiding principles for availability that apply to Oracle VM Server for SPARC: Avoid Single Points Of Failure (SPOFs). Systems should be configured so a component failure does not result in a loss of application service. The general method to avoid SPOFs is to provide redundancy so service can continue without interruption if a component fails. For a critical application there may be multiple levels of redundancy so multiple failures can be tolerated. Oracle VM Server for SPARC makes it possible to configure systems that avoid SPOFs. Configure for availability at a level of resource and effort consistent with business needs. Effort and resource should be consistent with business requirements. Production has different availability requirements than test/development, so it's worth expending resources to provide higher availability. Even within the category of production there may be different levels of criticality, outage tolerances, recovery and repair time requirements. Keep in mind that a simple design may be more understandable and effective than a complex design that attempts to "do everything". Design for availability at the appropriate tier or level of the platform stack. Availability can be provided in the application, in the database, or in the virtualization, hardware and network layers they depend on - or using a combination of all of them. It may not be necessary to engineer resilient virtualization for stateless web applications applications where availability is provided by a network load balancer, or for enterprise applications like Oracle Real Application Clusters (RAC) and WebLogic that provide their own resiliency. It's (often) the same architecture whether virtual or not: For example, providing resiliency against a lost device path or failing disk media is done for the same reasons and may use the same design whether in a domain or not. It's (often) the same technique whether using domains or not: Many configuration steps are the same. For example, configuring IPMP or creating a redundant ZFS pool is pretty much the same within the guest whether you're in a guest domain or not. There are configuration steps and choices for provisioning the guest with the virtual network and disk devices, which we will discuss. Sometimes it is different using domains: There are new resources to configure. Most notable is the use of alternate service domains, which provides resiliency in case of a domain failure, and also permits improved serviceability via "rolling upgrades". This is an important differentiator between Oracle VM Server for SPARC and traditional virtual machine environments where all virtual I/O is provided by a monolithic infrastructure that itself is a SPOF. Alternate service domains are widely used to provide resiliency in production logical domains environments. Some things are done via logical domains commands, and some are done in the guest: For example, with Oracle VM Server for SPARC we provide multiple network connections to the guest, and then configure network resiliency in the guest via IP Multi Pathing (IPMP) - essentially the same as for non-virtual systems. On the other hand, we configure virtual disk availability in the virtualization layer, and the guest sees an already-resilient disk without being aware of the details. These blogs will discuss configuration details like this. Live migration is not "high availability" in the sense of "continuous availability": If the server is down, then you don't live migrate from it! (A cluster or VM restart elsewhere would be used). However, live migration can be part of the RAS (Reliability, Availability, Serviceability) picture by improving Serviceability - you can move running domains off of a box before planned service or maintenance. The blog Best Practices - Live Migration on Oracle VM Server for SPARC discusses this. Topics Here are some of the topics that will be covered: Network availability using IP Multipathing and aggregates Disk path availability using virtual disks defined with multipath groups ("mpgroup") Disk media resiliency configuring for redundant disks that can tolerate media loss Multiple service domains - this is probably the most significant item and the one most specific to Oracle VM Server for SPARC. It is very widely deployed in production environments as the means to provide network and disk availability, but it can be confusing. Subsequent articles will describe why and how to configure multiple service domains. Note, for the sake of precision: an I/O domain is any domain that has a physical I/O resource (such as a PCIe bus root complex). A service domain is a domain providing virtual device services to other domains; it is almost always an I/O domain too (so it can have something to serve). Resources Here are some important links; we'll be drawing on their content in the next several articles: Oracle VM Server for SPARC Documentation Maximizing Application Reliability and Availability with SPARC T5 Servers whitepaper by Gary Combs Maximizing Application Reliability and Availability with the SPARC M5-32 Server whitepaper by Gary Combs Summary Oracle VM Server for SPARC offers features that can be used to provide highly-available environments. This and the following blog entries will describe how to plan and deploy them.

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  • The Virtues and Challenges of Implementing Basel III: What Every CFO and CRO Needs To Know

    - by Jenna Danko
    The Basel Committee on Banking Supervision (BCBS) is a group tasked with providing thought-leadership to the global banking industry.  Over the years, the BCBS has released volumes of guidance in an effort to promote stability within the financial sector.  By effectively communicating best-practices, the Basel Committee has influenced financial regulations worldwide.  Basel regulations are intended to help banks: More easily absorb shocks due to various forms of financial-economic stress Improve risk management and governance Enhance regulatory reporting and transparency In June 2011, the BCBS released Basel III: A global regulatory framework for more resilient banks and banking systems.  This new set of regulations included many enhancements to previous rules and will have both short and long term impacts on the banking industry.  Some of the key features of Basel III include: A stronger capital base More stringent capital standards and higher capital requirements Introduction of capital buffers  Additional risk coverage Enhanced quantification of counterparty credit risk Credit valuation adjustments  Wrong  way risk  Asset Value Correlation Multiplier for large financial institutions Liquidity management and monitoring Introduction of leverage ratio Even more rigorous data requirements To implement these features banks need to embark on a journey replete with challenges. These can be categorized into three key areas: Data, Models and Compliance. Data Challenges Data quality - All standard dimensions of Data Quality (DQ) have to be demonstrated.  Manual approaches are now considered too cumbersome and automation has become the norm. Data lineage - Data lineage has to be documented and demonstrated.  The PPT / Excel approach to documentation is being replaced by metadata tools.  Data lineage has become dynamic due to a variety of factors, making static documentation out-dated quickly.  Data dictionaries - A strong and clean business glossary is needed with proper identification of business owners for the data.  Data integrity - A strong, scalable architecture with work flow tools helps demonstrate data integrity.  Manual touch points have to be minimized.   Data relevance/coverage - Data must be relevant to all portfolios and storage devices must allow for sufficient data retention.  Coverage of both on and off balance sheet exposures is critical.   Model Challenges Model development - Requires highly trained resources with both quantitative and subject matter expertise. Model validation - All Basel models need to be validated. This requires additional resources with skills that may not be readily available in the marketplace.  Model documentation - All models need to be adequately documented.  Creation of document templates and model development processes/procedures is key. Risk and finance integration - This integration is necessary for Basel as the Allowance for Loan and Lease Losses (ALLL) is calculated by Finance, yet Expected Loss (EL) is calculated by Risk Management – and they need to somehow be equal.  This is tricky at best from an implementation perspective.  Compliance Challenges Rules interpretation - Some Basel III requirements leave room for interpretation.  A misinterpretation of regulations can lead to delays in Basel compliance and undesired reprimands from supervisory authorities. Gap identification and remediation - Internal identification and remediation of gaps ensures smoother Basel compliance and audit processes.  However business lines are challenged by the competing priorities which arise from regulatory compliance and business as usual work.  Qualification readiness - Providing internal and external auditors with robust evidence of a thorough examination of the readiness to proceed to parallel run and Basel qualification  In light of new regulations like Basel III and local variations such as the Dodd Frank Act (DFA) and Comprehensive Capital Analysis and Review (CCAR) in the US, banks are now forced to ask themselves many difficult questions.  For example, executives must consider: How will Basel III play into their Risk Appetite? How will they create project plans for Basel III when they haven’t yet finished implementing Basel II? How will new regulations impact capital structure including profitability and capital distributions to shareholders? After all, new regulations often lead to diminished profitability as well as an assortment of implementation problems as we discussed earlier in this note.  However, by requiring banks to focus on premium growth, regulators increase the potential for long-term profitability and sustainability.  And a more stable banking system: Increases consumer confidence which in turn supports banking activity  Ensures that adequate funding is available for individuals and companies Puts regulators at ease, allowing bankers to focus on banking Stability is intended to bring long-term profitability to banks.  Therefore, it is important that every banking institution takes the steps necessary to properly manage, monitor and disclose its risks.  This can be done with the assistance and oversight of an independent regulatory authority.  A spectrum of banks exist today wherein some continue to debate and negotiate with regulators over the implementation of new requirements, while others are simply choosing to embrace them for the benefits I highlighted above. Do share with me how your institution is coping with and embracing these new regulations within your bank. Dr. Varun Agarwal is a Principal in the Banking Practice for Capgemini Financial Services.  He has over 19 years experience in areas that span from enterprise risk management, credit, market, and to country risk management; financial modeling and valuation; and international financial markets research and analyses.

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  • My Codemash 2011 Retrospective

    - by Greg Malcolm
    I just got back from Codemash yesterday, and still on an adrenaline buzz. Here's my take on this years encounter: The Awesome Nearly everybody in one place Codemash is the ultimate place to catch up with community friends. This is my 3rd year visiting and I've got to know a great number of very cool people through various conferences, Give Camps and other community events. I'm finding more and more that Codemash is the best place to catch up with everybody regardless of technology interest or location. Of course I always make a whole bunch more friends while I'm there! Yay! Open Spaced I found the open spaces didn't work so well last year. This year things went a lot smoother and the topics were engaging and fresh. While I miss Alan Steven's approach of running it like an agile project, it was very cool to see that it evolving. Laptops were often cracked open, not just once but frequently! For example: Jasmine - Paired on a javascript kata using the Jasmine javascript test runner J - Sat in on a J demo from local J enthusiast, Tracy Harms Watir - More pairing, this time using Ruby with the watir-webdriver through cucumber. I'd mostly forgotten that Cucumber runs just fine without Rails. It made a change to do without. The other spaces were engaging too, but I think that's enough for that topic. Javascript Shenanigans I've already mentioned that I attended a Jasmine kata session. Jasmine is close to my heart right now every since I discovered it while on the hunt for a decent Javascript testing framework for a javascript koans project earlier this year. Well, it also got covered in the Java Precompiler and Pillar's vendor session, which was great to see. Node.js was also a reoccurring theme. Node.js in a nutshell? It's an extremely scalable Event based I/O server which runs on Javascript. I'd already encountered through a Startup Weekend project and have been noticing increasing interest of late. After encountering more node.js driven excitement from my peers at codemash I absolutely had to attend the open space on it. At least 20 people turned up and by the end we had some answers, a whole ton of new questions and an impromptu user group in the form of a twitter channel (#nodemash). I have no idea where this is going to go or how big it is going to become, but if it can cross the chasm into the enterprise it could become huge... Scala Koans I'm a bit of a Koans addict, and I really need more exposure to functional languages so I gave the Scala Koans precompiler a try. Great fun! I'm really glad I attended because I found I had a whole ton of questions. Currently the koans are available here, and the answers are here. Opportunities While we're on the subject can we change the subject now? Hai Gregory, You really need to keep the drinking for later in the day. I mean seriously, you're 34 and you still do this every single time! Sure, you made it to Chad Fowler keynote ok, but you looking a rather pale weren't you? Also might have been nice to attend 'Netflicks in the Cloud' instead of 'Sleeping It Off For People Who Should Know Better'. Kthxbye PS: Stop talking to yourself Not that I entirely regret it, I've had some of my greatest insights through late night drunken conversations at the CodeMash bar. Just might be nice to reign it in a little and get something out of the next morning too. Diversity This is something that is in the back of my mind because of conversations at Codemash as well as throughout the year; I'm realizing more and more how discouraging the IT profession is for women. I notice in the community there has been a lot of attention paid to stamping out harrasment, which is good, but there also seems to be a massive PR issue. I really don't have any solutions, but I figure it can't hurt to pay more attention to whats going on... And in Other News I now have a picture of Chad Fowler giving me more cowbell! Sadly I managed to lose the cowbell later on. Hopefully it's gone to a Better Place. The Womack Family Band joined in with the musicians jam this year. There's my cowbell again! Why must you hide from me? I also finally went in the water for the first time in all the I've been coming to codemash. Why did I wait so long?!?

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  • How to Achieve Real-Time Data Protection and Availabilty....For Real

    - by JoeMeeks
    There is a class of business and mission critical applications where downtime or data loss have substantial negative impact on revenue, customer service, reputation, cost, etc. Because the Oracle Database is used extensively to provide reliable performance and availability for this class of application, it also provides an integrated set of capabilities for real-time data protection and availability. Active Data Guard, depicted in the figure below, is the cornerstone for accomplishing these objectives because it provides the absolute best real-time data protection and availability for the Oracle Database. This is a bold statement, but it is supported by the facts. It isn’t so much that alternative solutions are bad, it’s just that their architectures prevent them from achieving the same levels of data protection, availability, simplicity, and asset utilization provided by Active Data Guard. Let’s explore further. Backups are the most popular method used to protect data and are an essential best practice for every database. Not surprisingly, Oracle Recovery Manager (RMAN) is one of the most commonly used features of the Oracle Database. But comparing Active Data Guard to backups is like comparing apples to motorcycles. Active Data Guard uses a hot (open read-only), synchronized copy of the production database to provide real-time data protection and HA. In contrast, a restore from backup takes time and often has many moving parts - people, processes, software and systems – that can create a level of uncertainty during an outage that critical applications can’t afford. This is why backups play a secondary role for your most critical databases by complementing real-time solutions that can provide both data protection and availability. Before Data Guard, enterprises used storage remote-mirroring for real-time data protection and availability. Remote-mirroring is a sophisticated storage technology promoted as a generic infrastructure solution that makes a simple promise – whatever is written to a primary volume will also be written to the mirrored volume at a remote site. Keeping this promise is also what causes data loss and downtime when the data written to primary volumes is corrupt – the same corruption is faithfully mirrored to the remote volume making both copies unusable. This happens because remote-mirroring is a generic process. It has no  intrinsic knowledge of Oracle data structures to enable advanced protection, nor can it perform independent Oracle validation BEFORE changes are applied to the remote copy. There is also nothing to prevent human error (e.g. a storage admin accidentally deleting critical files) from also impacting the remote mirrored copy. Remote-mirroring tricks users by creating a false impression that there are two separate copies of the Oracle Database. In truth; while remote-mirroring maintains two copies of the data on different volumes, both are part of a single closely coupled system. Not only will remote-mirroring propagate corruptions and administrative errors, but the changes applied to the mirrored volume are a result of the same Oracle code path that applied the change to the source volume. There is no isolation, either from a storage mirroring perspective or from an Oracle software perspective.  Bottom line, storage remote-mirroring lacks both the smarts and isolation level necessary to provide true data protection. Active Data Guard offers much more than storage remote-mirroring when your objective is protecting your enterprise from downtime and data loss. Like remote-mirroring, an Active Data Guard replica is an exact block for block copy of the primary. Unlike remote-mirroring, an Active Data Guard replica is NOT a tightly coupled copy of the source volumes - it is a completely independent Oracle Database. Active Data Guard’s inherent knowledge of Oracle data block and redo structures enables a separate Oracle Database using a different Oracle code path than the primary to use the full complement of Oracle data validation methods before changes are applied to the synchronized copy. These include: physical check sum, logical intra-block checking, lost write validation, and automatic block repair. The figure below illustrates the stark difference between the knowledge that remote-mirroring can discern from an Oracle data block and what Active Data Guard can discern. An Active Data Guard standby also provides a range of additional services enabled by the fact that it is a running Oracle Database - not just a mirrored copy of data files. An Active Data Guard standby database can be open read-only while it is synchronizing with the primary. This enables read-only workloads to be offloaded from the primary system and run on the active standby - boosting performance by utilizing all assets. An Active Data Guard standby can also be used to implement many types of system and database maintenance in rolling fashion. Maintenance and upgrades are first implemented on the standby while production runs unaffected at the primary. After the primary and standby are synchronized and all changes have been validated, the production workload is quickly switched to the standby. The only downtime is the time required for user connections to transfer from one system to the next. These capabilities further expand the expectations of availability offered by a data protection solution beyond what is possible to do using storage remote-mirroring. So don’t be fooled by appearances.  Storage remote-mirroring and Active Data Guard replication may look similar on the surface - but the devil is in the details. Only Active Data Guard has the smarts, the isolation, and the simplicity, to provide the best data protection and availability for the Oracle Database. Stay tuned for future blog posts that dive into the many differences between storage remote-mirroring and Active Data Guard along the dimensions of data protection, data availability, cost, asset utilization and return on investment. For additional information on Active Data Guard, see: Active Data Guard Technical White Paper Active Data Guard vs Storage Remote-Mirroring Active Data Guard Home Page on the Oracle Technology Network

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  • Walmart and Fusion Apps

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

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  • Can Kind People Finish First?

    - by Oracle Accelerate for Midsize Companies
    by Jim Lein, Oracle Midsize Programs In an earlier post, I expressed my undying love for KIND Snacks' products. This month's Oracle Profit magazine features an interview with KIND Healthy Snacks Founder and CEO Daniel Lubetzky entitled "Better Business". Lubetzky expresses his vision for making KIND a "not for profit only" company.  All great companies start with a good idea. In this case, that one great idea was to offer a healthy snack with ingredients you can "see and pronounce". That's one of things I really like about this company--that coupled with the fact that their snacks taste great. They compete in an over crowded playing field but I've found that it's rare to find an energy snack that both tastes good and is good for you.  A couple of interesting facts I learned from reading this article: 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-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; 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;} 9 out of 10 consumers who try a KIND bar will purchase a KIND product again and recommend it to others KIND has the highest Net Promoter Score among the top 10 brands in the nutritional bar category (I confess I've never heard about this rating before but now that I have it's pretty cool) KIND's coporate mantra, "Do the Kind Thing" both encourages people to do random acts of kindness and provides easy mechanisms for doing so. Not coincidentally, I think, KIND is indeed a story about how nice guys can finish first. KIND has doubled in size every year for the last ten  years and now employees over 300 people, with sales exceeding $120M annually. Growth Applies Pressures One thing I know for certain from interacting our with fast growing customers over the last fifteen years is that growth applies myriad pressures across the organization--resources, processes, technology systems, and leadership agility. And it's easy to forget that Oracle was once an entrepreneurial startup and experienced all those same pressures that other growing companies are experiencing today. When asked by Profit Editor in Chief Aaron Lazenby, " What sort of pressure does KIND"s growth and success place on operations?", Lubetzky responded, "We have a demand planning process right now that is manual to a significant extent, and it just takes so much management time. It takes us days and sometimes weeks to produce information that is critical to our business—and by the time we get the results, we need revised data. Our sales leadership could go out selling, but instead they’re talking to our team about forecasts." Hitching Your Wagon to Oracle Lubetzky and his team selected Oracle for what I believe is our company's greatest strength: hitch your wagon to Oracle and you can trust that we will be there for the long run with the solutions you need and financial staying power. In Lubetzky's words, "The KIND philosophy requires you to have a long-term view of things; taking shortcuts may be the fastest way to get things done, but in the long term that can come back and bite you. Oracle is the type of company—and has the kind of platform—that is here for the long term. It’s not going to go away tomorrow. And Oracle is going to invest all the necessary resources into staying ahead of the game and improving." o next time you're in the supermarket or an REI (my favorite store in the world) or any of the other 80,000 locations that carry KIND, give one a try. Maybe some day you'll want to become a KIND Brand Ambassador.   Looking for more news and information about Oracle Solutions for Midsize Companies? Read the latest Oracle for Midsize Companies Newsletter Sign-up to receive the latest communications from Oracle’s industry leaders and experts Jim Lein I evangelize Oracle's enterprise solutions for growing midsize companies. I recently celebrated 15 years with Oracle, having joined JD Edwards in 1999. I'm based in Evergreen, Colorado and love relating stories about creativity and innovation whether they be about software, live music, or the mountains. The views expressed here are my own, and not necessarily those of Oracle.

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  • Working with packed dates in SSIS

    - by Jim Giercyk
    One of the challenges recently thrown my way was to read an EBCDIC flat file, decode packed dates, and insert the dates into a SQL table.  For those unfamiliar with packed data, it is a way to store data at the nibble level (half a byte), and was often used by mainframe programmers to conserve storage space.  In the case of my input file, the dates were 2 bytes long and  represented the number of days that have past since 01/01/1950.  My first thought was, in the words of Scooby, Hmmmmph?  But, I love a good challenge, so I dove in. Reading in the flat file was rather simple.  The only difference between reading an EBCDIC and an ASCII file is the Code Page option in the connection manager.  In my case, I needed to use Code Page 1140 for EBCDIC (I could have also used Code Page 37).       Once the code page is set correctly, SSIS can understand what it is reading and it will convert the output to the default code page, 1252.  However, packed data is either unreadable or produces non-alphabetic characters, as we can see in the preview window.   Column 1 is actually the packed date, columns 0 and 2 are the values in the rest of the file.  We are only interested in Column 1, which is a 2 byte field representing a packed date.  We know that 2 bytes of packed data can be stored in 1 byte of character data, so we are working with 4 packed digits in 2 character bytes.  If you are confused, stay tuned….this will make sense in a minute.   Right-click on your Flat File Source shape and select “Show Advanced Editor”. Here is where the magic begins. By changing the properties of the output columns, we can access the packed digits from each byte. By default, the Output Column data type is DT_STR. Since we want to look at the bytes individually and not the entire string, change the data type to DT_BYTES. Next, and most important, set UseBinaryFormat to TRUE. This will write the HEX VALUES of the output string instead of writing the character values.  Now we are getting somewhere! Next, you will need to use a Data Conversion shape in your Data Flow to transform the 2 position byte stream to a 4 position Unicode string containing the packed data.  You need the string to be 4 bytes long because it will contain the 4 packed digits.  Here is what that should look like in the Data Conversion shape: Direct the output of your data flow to a test table or file to see the results.  In my case, I created a test table.  The results looked like this:     Hold on a second!  That doesn't look like a date at all.  No, of course not.  It is a hex number which represents the days which have passed between 01/01/1950 and the date.  We have to convert the Hex value to a decimal value, and use the DATEADD function to get a date value.  Luckily, I have created a function to convert Hex to Decimal:   -- ============================================= -- Author:        Jim Giercyk -- Create date: March, 2012 -- Description:    Converts a Hex string to a decimal value -- ============================================= CREATE FUNCTION [dbo].[ftn_HexToDec] (     @hexValue NVARCHAR(6) ) RETURNS DECIMAL AS BEGIN     -- Declare the return variable here DECLARE @decValue DECIMAL IF @hexValue LIKE '0x%' SET @hexValue = SUBSTRING(@hexValue,3,4) DECLARE @decTab TABLE ( decPos1 VARCHAR(2), decPos2 VARCHAR(2), decPos3 VARCHAR(2), decPos4 VARCHAR(2) ) DECLARE @pos1 VARCHAR(1) = SUBSTRING(@hexValue,1,1) DECLARE @pos2 VARCHAR(1) = SUBSTRING(@hexValue,2,1) DECLARE @pos3 VARCHAR(1) = SUBSTRING(@hexValue,3,1) DECLARE @pos4 VARCHAR(1) = SUBSTRING(@hexValue,4,1) INSERT @decTab VALUES (CASE               WHEN @pos1 = 'A' THEN '10'                 WHEN @pos1 = 'B' THEN '11'               WHEN @pos1 = 'C' THEN '12'               WHEN @pos1 = 'D' THEN '13'               WHEN @pos1 = 'E' THEN '14'               WHEN @pos1 = 'F' THEN '15'               ELSE @pos1              END, CASE               WHEN @pos2 = 'A' THEN '10'                 WHEN @pos2 = 'B' THEN '11'               WHEN @pos2 = 'C' THEN '12'               WHEN @pos2 = 'D' THEN '13'               WHEN @pos2 = 'E' THEN '14'               WHEN @pos2 = 'F' THEN '15'               ELSE @pos2              END, CASE               WHEN @pos3 = 'A' THEN '10'                 WHEN @pos3 = 'B' THEN '11'               WHEN @pos3 = 'C' THEN '12'               WHEN @pos3 = 'D' THEN '13'               WHEN @pos3 = 'E' THEN '14'               WHEN @pos3 = 'F' THEN '15'               ELSE @pos3              END, CASE               WHEN @pos4 = 'A' THEN '10'                 WHEN @pos4 = 'B' THEN '11'               WHEN @pos4 = 'C' THEN '12'               WHEN @pos4 = 'D' THEN '13'               WHEN @pos4 = 'E' THEN '14'               WHEN @pos4 = 'F' THEN '15'               ELSE @pos4              END) SET @decValue = (CONVERT(INT,(SELECT decPos4 FROM @decTab)))         +                 (CONVERT(INT,(SELECT decPos3 FROM @decTab))*16)      +                 (CONVERT(INT,(SELECT decPos2 FROM @decTab))*(16*16)) +                 (CONVERT(INT,(SELECT decPos1 FROM @decTab))*(16*16*16))     RETURN @decValue END GO     Making use of the function, I found the decimal conversion, added that number of days to 01/01/1950 and FINALLY arrived at my “unpacked relative date”.  Here is the query I used to retrieve the formatted date, and the result set which was returned: SELECT [packedDate] AS 'Hex Value',        dbo.ftn_HexToDec([packedDate]) AS 'Decimal Value',        CONVERT(DATE,DATEADD(day,dbo.ftn_HexToDec([packedDate]),'01/01/1950'),101) AS 'Relative String Date'   FROM [dbo].[Output Table]         This technique can be used any time you need to retrieve the hex value of a character string in SSIS.  The date example may be a bit difficult to understand at first, but with SSIS becoming the preferred tool for enterprise level integration for many companies, there is no doubt that developers will encounter these types of requirements with regularity in the future. Please feel free to contact me if you have any questions.

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  • First Foray&ndash;About timeout

    - by SQLMonger
    It has been quite a while since I signed up for this blog site and high time that something was posted.  I have a list of topics that I will be working through and posting.  Some I am sure will have been posted by others, but I will be sticking to the technical problems and challenges that I’ve recently faced, and the solutions that worked for me.  My motto when learning something new has always been “My kingdom for an example!”, and I plan on delivering useful examples here so others can learn from my efforts, failures and successes.   A bit of background about me… My name is Clayton Groom. I am a founding partner of a consulting firm in St. Louis Missouri, Covenant Technology Partners, LLC and focus on SQL Server Data Warehouse design, Analysis Services and Enterprise Reporting solutions.  I have been working with SQL Server since the early nineties, when it still only ran on OS/2. I love solving puzzles and technical challenges.   Enough about me… On to a real problem… SSIS Connection Time outs versus Command Time outs Last week, I was working on automating the processing for a large Analysis Services cube.  I had reworked an SSIS package and script task originally posted by Vidas Matelis that automates the process of adding new and dropping old partitions to/from an Analysis Services cube.  I had the package working great, tested, and ready for deployment.  It basically performs a query against the source system to determine if there is new data in the warehouse that will require a new partition to be added to the cube, and it checks the cube to see if there are any partitions that are present that are no longer needed in a rolling 60 month window. My client uses Tivoli for running all their production jobs, and not SQL Agent, so I had to build a command line file for Tivoli to use to run the package. Everything was going great. I had tested the command file from my development workstation using an XML configuration file to pass in server-specific parameters into the package when executed using the DTExec utility. With all the pieces ready, I updated the dtsconfig file to point to the UAT environment and started working with the Tivoli developer to test the job.  On the first run, the job failed, and from what I could see in the SSIS log, it had failed because of a timeout. Other errors in the log made me think that perhaps the connection string had not been passed into the package correctly. We bumped the Connection Manager  timeout values from 20 seconds to 120 seconds and tried again. The job still failed. After changing the command line to use the /SET option instead of the /CONFIGFILE option, we tested again, and again failure. After a number more failed attempts, and getting the Teradata DBA involved to monitor and see if we were connecting and failing or just failing to connect, we determined that the job was indeed connecting to the server and then disconnecting itself after 30 seconds.  This seemed odd, as we had the timeout values for the connection manager set to 180 seconds by then.  At this point one of the DBA’s found a post on the Teradata forum that had the clues to the puzzle: There is a separate “CommandTimeout” custom property on the Data source object that may needed to be adjusted for longer running queries.  I opened up the SSIS package, opened the data flow task that generated the partition list table and right-clicked on the data source. from the context menu, I selected “Show Advanced Editor” and found the property. Sure enough, it was set to 30 seconds. The CommandTimeout property can also be edited in the SSIS Properties sheet. In order to determine how long the timeout needed to be, I ran the query from the task in the development environment and received a response in a matter of seconds.  I then tried the same query against the production database and waited several minutes for a response. This did not seem to be a reasonable response time for the query involved, and indeed it wasn’t. The Teradata DBA’s adjusted the query governor settings for the service account I was testing with, and we were able to get the response back down under a minute.  Still, I set the CommandTimeout property to a much higher value in case the job was ever started during a time of high-demand on the production server. With this change in place, the job finally completed successfully.  The lesson learned for me was two-fold: Always compare query execution times between development and production environments, and don’t assume that production will always be faster.  With higher user demands, query governors, and a whole lot more data, the execution time of even what might seem to be simple queries can vary greatly. SSIS Connection time out settings do not affect command time outs.  Connection timeouts control how long the package will wait for a response from the server before assuming the server is not available or is not responding. Command time outs control how long a task will wait for results to start being returned before deciding that the server is not responding. Both lessons seem pretty straight forward, and I felt pretty sheepish once I finally figured out what the issue was.  To be fair though, In the 5+ years that I have been working with SSIS, I could only recall one other time where I had to set the CommandTimeout property, and that memory only resurfaced while I was penning this post.

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  • WebLogic JDBC Use of Oracle Wallet for SSL

    - by Steve Felts
    Introduction Secure Sockets Layer (SSL) can be used to secure the connection between the middle tier “client”, WebLogic Server (WLS) in this case, and the Oracle database server.  Data between WLS and database can be encrypted.  The server can be authenticated so you have proof that the database can be trusted by validating a certificate from the server.  The client can be authenticated so that the database only accepts connections from clients that it trusts. Similar to the discussion in an earlier article about using the Oracle wallet for database credentials, the Oracle wallet can also be used with SSL to store the keys and certificates.  By using it correctly, clear text passwords can be eliminated from the JDBC configuration and client/server configuration can be simplified by sharing the wallet across multiple datasources. There is a very good Oracle Technical White Paper on using SSL with the Oracle thin driver at http://www.oracle.com/technetwork/database/enterprise-edition/wp-oracle-jdbc-thin-ssl-130128.pdf [LINK1].  The link http://www.oracle.com/technetwork/middleware/weblogic/index-087556.html [LINK2] describes how to use WebLogic Server with Oracle JDBC Driver SSL. The information in this article is a guide on what steps need to be taken in the variety of available options; use the links above for details. SSL from the driver to the database server is basically turned on by specifying a protocol of “tcps” in the URL.  However, there is a fair amount of setup needed.  Also remember that there is an overhead in performance. Creating the wallets The common use cases are 1. “data encryption and server-only authentication”, requiring just a trust store, or 2. “data encryption and authentication of both tiers” (client and server), requiring a trust store and a key store. It is recommended to use the auto-login wallet type so that clear text passwords are not needed in the datasource configuration to open the wallet.  The store type for an auto-login wallet is “SSO” (Single Sign On), not “JKS” or “PKCS12” as in [LINK2].  The file name is “cwallet.sso”. Wallets are created using the orapki tool.  They need to be created based on the usage (encryption and/or authentication).  This is discussed in detail in [LINK1] in Appendix B or in the Advanced Security Administrator’s Guide of the Database documentation. Database Server Configuration It is necessary to update the sqlnet.ora and listener.ora files with the directory location of the wallet using WALLET_LOCATION.  These files also indicate whether or not SSL_CLIENT_AUTHENTICATION is being used (true or false). The Oracle Listener must also be configured to use the TCPS protocol.  The recommended port is 2484. LISTENER = (ADDRESS_LIST= (ADDRESS=(PROTOCOL=tcps)(HOST=servername)(PORT=2484))) WebLogic Server Classpath The WebLogic Server CLASSPATH must have three additional security files. The files that need to be added to the WLS CLASSPATH are $MW_HOME/modules/com.oracle.osdt_cert_1.0.0.0.jar $MW_HOME/modules/com.oracle.osdt_core_1.0.0.0.jar $MW_HOME/modules/com.oracle.oraclepki_1.0.0.0.jar One way to do this is to add them to PRE_CLASSPATH environment variable for use with the standard WebLogic scripts. Setting the Oracle Security Provider It’s necessary to enable the Oracle PKI provider on the client side.  This can either be done statically by updating the java.security file under the JRE or dynamically by setting it in a WLS startup class using java.security.Security.insertProviderAt(new oracle.security.pki.OraclePKIProvider (), 3); See the full example of the startup class in [LINK2]. Datasource Configuration When creating a WLS datasource, set the PROTOCOL in the URL to tcps as in the following. jdbc:oracle:thin:@(DESCRIPTION=(ADDRESS=(PROTOCOL=tcps)(HOST=host)(PORT=port))(CONNECT_DATA=(SERVICE_NAME=myservice))) For encryption and server authentication, use the datasource connection properties: - javax.net.ssl.trustStore=location of wallet file on the client - javax.net.ssl.trustStoreType=”SSO” For client authentication, use the datasource connection properties: - javax.net.ssl.keyStore=location of wallet file on the client - javax.net.ssl.keyStoreType=”SSO” Note that the driver connection properties for the wallet require a file name, not a directory name. Active GridLink ONS over SSL For completeness, there is another SSL usage for WLS datasources.  The communication with the Oracle Notification Service (ONS) for load balancing information and node up/down events can use SSL also. Create an auto-login wallet and use the wallet on the client and server.  The following is a sample sequence to create a test wallet for use with ONS. orapki wallet create -wallet ons -auto_login -pwd ONS_Wallet orapki wallet add -wallet ons -dn "CN=ons_test,C=US" -keysize 1024 -self_signed -validity 9999 -pwd ONS_Wallet orapki wallet export -wallet ons -dn "CN=ons_test,C=US" -cert ons/cert.txt -pwd ONS_Wallet On the database server side, it’s necessary to define the walletfile directory in the file $CRS_HOME/opmn/conf/ons.config and run onsctl stop/start. When configuring an Active GridLink datasource, the connection to the ONS must be defined.  In addition to the host and port, the wallet file directory must be specified.  By not giving a password, a SSO wallet is assumed. Summary To use SSL with the Oracle thin driver without any clear text passwords, use an SSO Oracle Wallet.  SSL support in the Oracle thin driver is available starting in 10g Release 2.

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  • SOA 11g Technology Adapters – ECID Propagation

    - by Greg Mally
    Overview Many SOA Suite 11g deployments include the use of the technology adapters for various activities including integration with FTP, database, and files to name a few. Although the integrations with these adapters are easy and feature rich, there can be some challenges from the operations perspective. One of these challenges is how to correlate a logical business transaction across SOA component instances. This correlation is typically accomplished via the execution context ID (ECID), but we lose the ECID correlation when the business transaction spans technologies like FTP, database, and files. A new feature has been introduced in the Oracle adapter JCA framework to allow the propagation of the ECID. This feature is available in the forthcoming SOA Suite 11.1.1.7 (PS6). The basic concept of propagating the ECID is to identify somewhere in the payload of the message where the ECID can be stored. Then two Binding Properties, relating to the location of the ECID in the message, are added to either the Exposed Service (left-hand side of composite) or External Reference (right-hand side of composite). This will give the JCA framework enough information to either extract the ECID from or add the ECID to the message. In the scenario of extracting the ECID from the message, the ECID will be used for the new component instance. Where to Put the ECID When trying to determine where to store the ECID in the message, you basically have two options: Add a new optional element to your message schema. Leverage an existing element that is not used in your schema. The best scenario is that you are able to add the optional element to your message since trying to find an unused element will prove difficult in most situations. The schema will be holding the ECID value which looks something like the following: 11d1def534ea1be0:7ae4cac3:13b4455735c:-8000-00000000000002dc Configuring Composite Services/References Now that you have identified where you want the ECID to be stored in the message, the JCA framework needs to have this information as well. The two pieces of information that the framework needs relates to the message schema: The namespace for the element in the message. The XPath to the element in the message. To better understand this, let's look at an example for the following database table: When an Exposed Service is created via the Database Adapter Wizard in the composite, the following schema is created: For this example, the two Binding Properties we add to the ReadRow service in the composite are: <!-- Properties for the binding to propagate the ECID from the database table --> <property name="jca.ecid.nslist" type="xs:string" many="false">  xmlns:ns1="http://xmlns.oracle.com/pcbpel/adapter/db/top/ReadRow"</property> <property name="jca.ecid.xpath" type="xs:string" many="false">  /ns1:EcidPropagationCollection/ns1:EcidPropagation/ns1:ecid</property> Notice that the property called jca.ecid.nslist contains the targetNamespace defined in the schema and the property called jca.ecid.xpath contains the XPath statement to the element. The XPath statement also contains the appropriate namespace prefix (ns1) which is defined in the jca.ecid.nslist property. When the Database Adapter service reads a row from the database, it will retrieve the ECID value from the payload and remove the element from the payload. When the component instance is created, it will be associated with the retrieved ECID and the payload contains everything except the ECID element/value. The only time the ECID is visible is when it is stored safely in the resource technology like the database, a file, or a queue. Simple Database/File/JMS Example This section contains a simplified example of how the ECID can propagate through a database table, a file, and JMS queue. The composite for the example looks like the following: The flow of this example is as follows: Invoke database insert using the insertwithecidbpelprocess_client_ep Service. The InsertWithECIDBPELProcess adds a row to the database via the Database Adapter. The JCA Framework adds the ECID to the message prior to inserting. The ReadRow Service retrieves the record and the JCA Framework extracts the ECID from the message. The ECID element is removed from the message. An instance of ReadRowBPELProcess is created and it is associated with the retried ECID. The ReadRowBPELProcess now writes the record to the file system via the File Adapter. The JCA Framework adds the ECID to the message prior to writing the message to file. The ReadFile Service retrieves the record from the file system and the JCA Framework extracts the ECID from the message. The ECID element is removed from the message. An instance of ReadFileBPELProcess is created and it is associated with the retried ECID. The ReadFileBPELProcess now enqueues the message via the JMS Adapter. The JCA Framework adds the ECID to the message prior to enqueuing the message. The DequeueMessage Service retrieves the record and the JCA Framework extracts the ECID from the message. The ECID element is removed from the message. An instance of DequeueMessageBPELProcess is created and it is associated with the retried ECID. The logical flow ends. When viewing the Flow Trace in the Enterprise Manger, you will now see all the instances correlated via ECID: Please check back here when SOA Suite 11.1.1.7 is released for this example. With the example you can run it yourself and reinforce what has been shared in this blog via a hands-on experience. One final note: the contents of this blog may be included in the official SOA Suite 11.1.1.7 documentation, but you will still need to come here to get the example.

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  • Creating the Business Card Request InfoPath Form

    - by JKenderdine
    Business Card Request Demo Files Back in January I spoke at SharePoint Saturday Virginia Beach about InfoPath forms and Web Part deployment.  Below is some of the information and details regarding the form I created for the session.  There are many blogs and Microsoft articles on how to create a basic form so I won’t repeat that information here.   This blog will just explain a few of the options I chose when creating the solutions for SPS Virginia Beach.  The above link contains the zipped package files of the two InfoPath forms(no code solution and coded solution), the list template for the Location list I used, and the PowerPoint deck.  If you plan to use these templates, you will need to update the forms to work within your own environments (change data connections, code links, etc.).  Also, you must have the SharePoint Enterprise version, with InfoPath Services configured in order to use the Web Browser enabled forms. So what are the requirements for this template? Business Card Request Form Template Design Plan: Gather user information and requirements for card Pull in as much user information as possible. Use data from the user profile web services as a data source Show and hide fields as necessary for requirements Create multiple views – one for those submitting the form and Another view for the executive assistants placing the orders. Browser based form integrated into SharePoint team site Submitted directly to form library The base form was created using the blank template.  The table and rows were added using Insert tab and selecting Custom Table.  The use of tables is a great way to make sure everything lines up.  You do have to split the tables from time to time.  If you’ve ever split cells and then tried to re-align one to find that you impacted the others, you know why.  Here is what the base form looks like in InfoPath.   Show and hide fields as necessary for requirements You will notice I also used Sections within the form.  These show or hide depending on options selected or whether or not fields are blank.  This is a great way to prevent your users from feeling overwhelmed with a large form (this one wouldn’t apply).  Although not used in this one, you can also use various views with a tab interface.  I’ll show that in another post. Gather user information and requirements for card Pull in as much user information as possible. Use data from the user profile web services as a data source Utilizing rules you can load data when the form initiates (Data tab, Form Load).  Anything you can automate is always appreciated by the user as that is data they don’t have to enter.  For example, loading their user id or other user information on load: Always keep in mind though how much data you load and the method for loading that data (through rules, code, etc.).  They have an impact on form performance.  The form will take longer to load if you bring in a ton of data from external sources.  Laura Rogers has a great blog post on using the User Information List to load user information.   If the user has logged into SharePoint, then this can be used quite effectively and without a huge performance hit.   What I have found is that using the User Profile service via code behind or the Web Service “GetUserProfileByName” (as above) can take more time to load the user data.  Just food for thought. You must add the data connection in order for the above rules to work.  You can connect to the data connection through the Data tab, Data Connections or select Manage Data Connections link which appears under the main data source.  The data connections can be SharePoint lists or libraries, SQL data tables, XML files, etc.  Create multiple views – one for those submitting the form and Another view for the executive assistants placing the orders. You can also create multiple views for the users to enhance their experience.  Once they’ve entered the information and submitted their request for business cards, they don’t really need to see the main data input screen any more.  They just need to view what they entered. From the Page Design tab, select New View and give the view a name.  To review the existing views, click the down arrow under View: The ReviewView shows just what the user needs and nothing more: Once you have everything configured, the form should be tested within a Test SharePoint environment before final deployment to production.  This validates you don’t have any rules or code that could impact the server negatively. Submitted directly to form library   You will need to know the form library that you will be submitting to when publishing the template.  Configure the Submit data connection to connect to this library.  There is already one configured in the sample,  but it will need to be updated to your environment prior to publishing. The Design template is different from the Published template.  While both have the .XSN extension, the published template contains all the “package” information for the form.  The published form is what is loaded into Central Admin, not the design template. Browser based form integrated into SharePoint team site In Central Admin, under General Settings, select Manage Form Templates.  Upload the published form template and Activate it to a site collection. Now it is available as a content type to select in the form library.  Some documentation on publishing form templates:  Technet – Manage administrator approved form templates And that’s all our base requirements.  Hope this helps to give a good start.

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