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• The Data Scientist

  - by BuckWoody

  A new term - well, perhaps not that new - has come up and I’m actually very excited about it. The term is Data Scientist, and since it’s new, it’s fairly undefined. I’ll explain what I think it means, and why I’m excited about it. In general, I’ve found the term deals at its most basic with analyzing data. Of course, we all do that, and the term itself in that definition is redundant. There is no science that I know of that does not work with analyzing lots of data. But the term seems to refer to more than the common practices of looking at data visually, putting it in a spreadsheet or report, or even using simple coding to examine data sets. The term Data Scientist (as far as I can make out this early in it’s use) is someone who has a strong understanding of data sources, relevance (statistical and otherwise) and processing methods as well as front-end displays of large sets of complicated data. Some - but not all - Business Intelligence professionals have these skills. In other cases, senior developers, database architects or others fill these needs, but in my experience, many lack the strong mathematical skills needed to make these choices properly. I’ve divided the knowledge base for someone that would wear this title into three large segments. It remains to be seen if a given Data Scientist would be responsible for knowing all these areas or would specialize. There are pretty high requirements on the math side, specifically in graduate-degree level statistics, but in my experience a company will only have a few of these folks, so they are expected to know quite a bit in each of these areas. Persistence The first area is finding, cleaning and storing the data. In some cases, no cleaning is done prior to storage - it’s just identified and the cleansing is done in a later step. This area is where the professional would be able to tell if a particular data set should be stored in a Relational Database Management System (RDBMS), across a set of key/value pair storage (NoSQL) or in a file system like HDFS (part of the Hadoop landscape) or other methods. Or do you examine the stream of data without storing it in another system at all? This is an important decision - it’s a foundation choice that deals not only with a lot of expense of purchasing systems or even using Cloud Computing (PaaS, SaaS or IaaS) to source it, but also the skillsets and other resources needed to care and feed the system for a long time. The Data Scientist sets something into motion that will probably outlast his or her career at a company or organization. Often these choices are made by senior developers, database administrators or architects in a company. But sometimes each of these has a certain bias towards making a decision one way or another. The Data Scientist would examine these choices in light of the data itself, starting perhaps even before the business requirements are created. The business may not even be aware of all the strategic and tactical data sources that they have access to. Processing Once the decision is made to store the data, the next set of decisions are based around how to process the data. An RDBMS scales well to a certain level, and provides a high degree of ACID compliance as well as offering a well-known set-based language to work with this data. In other cases, scale should be spread among multiple nodes (as in the case of Hadoop landscapes or NoSQL offerings) or even across a Cloud provider like Windows Azure Table Storage. In fact, in many cases - most of the ones I’m dealing with lately - the data should be split among multiple types of processing environments. This is a newer idea. Many data professionals simply pick a methodology (RDBMS with Star Schemas, NoSQL, etc.) and put all data there, regardless of its shape, processing needs and so on. A Data Scientist is familiar not only with the various processing methods, but how they work, so that they can choose the right one for a given need. This is a huge time commitment, hence the need for a dedicated title like this one. Presentation This is where the need for a Data Scientist is most often already being filled, sometimes with more or less success. The latest Business Intelligence systems are quite good at allowing you to create amazing graphics - but it’s the data behind the graphics that are the most important component of truly effective displays. This is where the mathematics requirement of the Data Scientist title is the most unforgiving. In fact, someone without a good foundation in statistics is not a good candidate for creating reports. Even a basic level of statistics can be dangerous. Anyone who works in analyzing data will tell you that there are multiple errors possible when data just seems right - and basic statistics bears out that you’re on the right track - that are only solvable when you understanding why the statistical formula works the way it does. And there are lots of ways of presenting data. Sometimes all you need is a “yes” or “no” answer that can only come after heavy analysis work. In that case, a simple e-mail might be all the reporting you need. In others, complex relationships and multiple components require a deep understanding of the various graphical methods of presenting data. Knowing which kind of chart, color, graphic or shape conveys a particular datum best is essential knowledge for the Data Scientist. Why I’m excited I love this area of study. I like math, stats, and computing technologies, but it goes beyond that. I love what data can do - how it can help an organization. I’ve been fortunate enough in my professional career these past two decades to work with lots of folks who perform this role at companies from aerospace to medical firms, from manufacturing to retail. Interestingly, the size of the company really isn’t germane here. I worked with one very small bio-tech (cryogenics) company that worked deeply with analysis of complex interrelated data. So  watch this space. No, I’m not leaving Azure or distributed computing or Microsoft. In fact, I think I’m perfectly situated to investigate this role further. We have a huge set of tools, from RDBMS to Hadoop to allow me to explore. And I’m happy to share what I learn along the way.

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• How to Achieve OC4J RMI Load Balancing

  - by fip

  This is an old, Oracle SOA and OC4J 10G topic. In fact this is not even a SOA topic per se. Questions of RMI load balancing arise when you developed custom web applications accessing human tasks running off a remote SOA 10G cluster. Having returned from a customer who faced challenges with OC4J RMI load balancing, I felt there is still some confusions in the field how OC4J RMI load balancing work. Hence I decide to dust off an old tech note that I wrote a few years back and share it with the general public. Here is the tech note: Overview A typical use case in Oracle SOA is that you are building web based, custom human tasks UI that will interact with the task services housed in a remote BPEL 10G cluster. Or, in a more generic way, you are just building a web based application in Java that needs to interact with the EJBs in a remote OC4J cluster. In either case, you are talking to an OC4J cluster as RMI client. Then immediately you must ask yourself the following questions: 1. How do I make sure that the web application, as an RMI client, even distribute its load against all the nodes in the remote OC4J cluster? 2. How do I make sure that the web application, as an RMI client, is resilient to the node failures in the remote OC4J cluster, so that in the unlikely case when one of the remote OC4J nodes fail, my web application will continue to function? That is the topic of how to achieve load balancing with OC4J RMI client. Solutions You need to configure and code RMI load balancing in two places: 1. Provider URL can be specified with a comma separated list of URLs, so that the initial lookup will land to one of the available URLs. 2. Choose a proper value for the oracle.j2ee.rmi.loadBalance property, which, along side with the PROVIDER_URL property, is one of the JNDI properties passed to the JNDI lookup.(http://docs.oracle.com/cd/B31017_01/web.1013/b28958/rmi.htm#BABDGFBI) More details below: About the PROVIDER_URL The JNDI property java.name.provider.url's job is, when the client looks up for a new context at the very first time in the client session, to provide a list of RMI context The value of the JNDI property java.name.provider.url goes by the format of a single URL, or a comma separate list of URLs. A single URL. For example: opmn:ormi://host1:6003:oc4j_instance1/appName1 A comma separated list of multiple URLs. For examples:  opmn:ormi://host1:6003:oc4j_instanc1/appName, opmn:ormi://host2:6003:oc4j_instance1/appName, opmn:ormi://host3:6003:oc4j_instance1/appName When the client looks up for a new Context the very first time in the client session, it sends a query against the OPMN referenced by the provider URL. The OPMN host and port specifies the destination of such query, and the OC4J instance name and appName are actually the “where clause” of the query. When the PROVIDER URL reference a single OPMN server Let's consider the case when the provider url only reference a single OPMN server of the destination cluster. In this case, that single OPMN server receives the query and returns a list of the qualified Contexts from all OC4Js within the cluster, even though there is a single OPMN server in the provider URL. A context represent a particular starting point at a particular server for subsequent object lookup. For example, if the URL is opmn:ormi://host1:6003:oc4j_instance1/appName, then, OPMN will return the following contexts: appName on oc4j_instance1 on host1 appName on oc4j_instance1 on host2, appName on oc4j_instance1 on host3,  (provided that host1, host2, host3 are all in the same cluster) Please note that One OPMN will be sufficient to find the list of all contexts from the entire cluster that satisfy the JNDI lookup query. You can do an experiment by shutting down appName on host1, and observe that OPMN on host1 will still be able to return you appname on host2 and appName on host3. When the PROVIDER URL reference a comma separated list of multiple OPMN servers When the JNDI propery java.naming.provider.url references a comma separated list of multiple URLs, the lookup will return the exact same things as with the single OPMN server: a list of qualified Contexts from the cluster. The purpose of having multiple OPMN servers is to provide high availability in the initial context creation, such that if OPMN at host1 is unavailable, client will try the lookup via OPMN on host2, and so on. After the initial lookup returns and cache a list of contexts, the JNDI URL(s) are no longer used in the same client session. That explains why removing the 3rd URL from the list of JNDI URLs will not stop the client from getting the EJB on the 3rd server. About the oracle.j2ee.rmi.loadBalance Property After the client acquires the list of contexts, it will cache it at the client side as “list of available RMI contexts”.  This list includes all the servers in the destination cluster. This list will stay in the cache until the client session (JVM) ends. The RMI load balancing against the destination cluster is happening at the client side, as the client is switching between the members of the list. Whether and how often the client will fresh the Context from the list of Context is based on the value of the  oracle.j2ee.rmi.loadBalance. The documentation at http://docs.oracle.com/cd/B31017_01/web.1013/b28958/rmi.htm#BABDGFBI list all the available values for the oracle.j2ee.rmi.loadBalance. Value Description client If specified, the client interacts with the OC4J process that was initially chosen at the first lookup for the entire conversation. context Used for a Web client (servlet or JSP) that will access EJBs in a clustered OC4J environment. If specified, a new Context object for a randomly-selected OC4J instance will be returned each time InitialContext() is invoked. lookup Used for a standalone client that will access EJBs in a clustered OC4J environment. If specified, a new Context object for a randomly-selected OC4J instance will be created each time the client calls Context.lookup(). Please note the regardless of the setting of oracle.j2ee.rmi.loadBalance property, the “refresh” only occurs at the client. The client can only choose from the "list of available context" that was returned and cached from the very first lookup. That is, the client will merely get a new Context object from the “list of available RMI contexts” from the cache at the client side. The client will NOT go to the OPMN server again to get the list. That also implies that if you are adding a node to the server cluster AFTER the client’s initial lookup, the client would not know it because neither the server nor the client will initiate a refresh of the “list of available servers” to reflect the new node. About High Availability (i.e. Resilience Against Node Failure of Remote OC4J Cluster) What we have discussed above is about load balancing. Let's also discuss high availability. This is how the High Availability works in RMI: when the client use the context but get an exception such as socket is closed, it knows that the server referenced by that Context is problematic and will try to get another unused Context from the “list of available contexts”. Again, this list is the list that was returned and cached at the very first lookup in the entire client session.

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• What Makes a Good Design Critic? CHI 2010 Panel Review

  - by jatin.thaker

  Author: Daniel Schwartz, Senior Interaction Designer, Oracle Applications User Experience Oracle Applications UX Chief Evangelist Patanjali Venkatacharya organized and moderated an innovative and stimulating panel discussion titled "What Makes a Good Design Critic? Food Design vs. Product Design Criticism" at CHI 2010, the annual ACM Conference on Human Factors in Computing Systems. The panelists included Janice Rohn, VP of User Experience at Experian; Tami Hardeman, a food stylist; Ed Seiber, a restaurant architect and designer; John Kessler, a food critic and writer at the Atlanta Journal-Constitution; and Larry Powers, Chef de Cuisine at Shaun's restaurant in Atlanta, Georgia. Building off the momentum of his highly acclaimed panel at CHI 2009 on what interaction design can learn from food design (for which I was on the other side as a panelist), Venkatacharya brought together new people with different roles in the restaurant and software interaction design fields. The session was also quite delicious -- but more on that later. Criticism, as it applies to food and product or interaction design, was the tasty topic for this forum and showed that strong parallels exist between food and interaction design criticism. Figure 1. The panelists in discussion: (left to right) Janice Rohn, Ed Seiber, Tami Hardeman, and John Kessler. The panelists had great insights to share from their respective fields, and they enthusiastically discussed as if they were at a casual collegial dinner. John Kessler stated that he prefers to have one professional critic's opinion in general than a large sampling of customers, however, "Web sites like Yelp get users excited by the collective approach. People are attracted to things desired by so many." Janice Rohn added that this collective desire was especially true for users of consumer products. Ed Seiber remarked that while people looked to the popular view for their target tastes and product choices, "professional critics like John [Kessler] still hold a big weight on public opinion." Chef Powers indicated that chefs take in feedback from all sources, adding, "word of mouth is very powerful. We also look heavily at the sales of the dishes to see what's moving; what's selling and thus successful." Hearing this discussion validates our design work at Oracle in that we listen to our users (our diners) and industry feedback (our critics) to ensure an optimal user experience of our products. Rohn considers that restaurateur Danny Meyer's book, Setting the Table: The Transforming Power of Hospitality in Business, which is about creating successful restaurant experiences, has many applicable parallels to user experience design. Meyer actually argues that the customer is not always right, but that "they must always feel heard." Seiber agreed, but noted "customers are not designers," and while designers need to listen to customer feedback, it is the designer's job to synthesize it. Seiber feels it's the critic's job to point out when something is missing or not well-prioritized. In interaction design, our challenges are quite similar, if not parallel. Software tasks are like puzzles that are in search of a solution on how to be best completed. As a food stylist, Tami Hardeman has the demanding and challenging task of presenting food to be as delectable as can be. To present food in its best light requires a lot of creativity and insight into consumer tastes. It's no doubt then that this former fashion stylist came up with the ultimate catch phrase to capture the emotion that clients want to draw from their users: "craveability." The phrase was a hit with the audience and panelists alike. Sometime later in the discussion, Seiber remarked, "designers strive to apply craveability to products, and I do so for restaurants in my case." Craveabilty is also very applicable to interaction design. Creating straightforward and smooth workflows for users of Oracle Applications is a primary goal for my colleagues. We want our users to really enjoy working with our products where it makes them more efficient and better at their jobs. That's our "craveability." Patanjali Venkatacharya asked the panel, "if a design's "craveability" appeals to some cultures but not to others, then what is the impact to the food or product design process?" Rohn stated that "taste is part nature and part nurture" and that the design must take the full context of a product's usage into consideration. Kessler added, "good design is about understanding the context" that the experience necessitates. Seiber remarked how important seat comfort is for diners and how the quality of seating will add so much to the complete dining experience. Sometimes if these non-food factors are not well executed, they can also take away from an otherwise pleasant dining experience. Kessler recounted a time when he was dining at a restaurant that actually had very good food, but the photographs hanging on all the walls did not fit in with the overall décor and created a negative overall dining experience. While the tastiness of the food is critical to a restaurant's success, it is a captivating complete user experience, as in interaction design, which will keep customers coming back and ultimately making the restaurant a hit. Figure 2. Patanjali Venkatacharya enjoyed the Sardinian flatbread salad. As a surprise Chef Powers brought out a signature dish from Shaun's restaurant for all the panelists to sample and critique. The Sardinian flatbread dish showcased Atlanta's taste for fresh and local produce and cheese at its finest as a salad served on a crispy flavorful flat bread. Hardeman said it could be photographed from any angle, a high compliment coming from a food stylist. Seiber really enjoyed the colors that the dish brought together and thought it would be served very well in a casual restaurant on a summer's day. The panel really appreciated the taste and quality of the different components and how the rosemary brought all the flavors together. Seiber remarked that "a lot of effort goes into the appearance of simplicity." Rohn indicated that the same notion holds true with software user interface design. A tremendous amount of work goes into crafting straightforward interfaces, including user research, prototyping, design iterations, and usability studies. Design criticism for food and software interfaces clearly share many similarities. Both areas value expert opinions and user feedback. Both areas understand the importance of great design needing to work well in its context. Last but not least, both food and interaction design criticism value "craveability" and how having users excited about experiencing and enjoying the designs is an important goal. Now if we can just improve the taste of software user interfaces, people may choose to dine on their enterprise applications over a fresh organic salad.

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• SQL SERVER – Core Concepts – Elasticity, Scalability and ACID Properties – Exploring NuoDB an Elastically Scalable Database System

  - by pinaldave

  I have been recently exploring Elasticity and Scalability attributes of databases. You can see that in my earlier blog posts about NuoDB where I wanted to look at Elasticity and Scalability concepts. The concepts are very interesting, and intriguing as well. I have discussed these concepts with my friend Joyti M and together we have come up with this interesting read. The goal of this article is to answer following simple questions What is Elasticity? What is Scalability? How ACID properties vary from NOSQL Concepts? What are the prevailing problems in the current database system architectures? Why is NuoDB  an innovative and welcome change in database paradigm? Elasticity This word’s original form is used in many different ways and honestly it does do a decent job in holding things together over the years as a person grows and contracts. Within the tech world, and specifically related to software systems (database, application servers), it has come to mean a few things - allow stretching of resources without reaching the breaking point (on demand). What are resources in this context? Resources are the usual suspects – RAM/CPU/IO/Bandwidth in the form of a container (a process or bunch of processes combined as modules). When it is about increasing resources the simplest idea which comes to mind is the addition of another container. Another container means adding a brand new physical node. When it is about adding a new node there are two questions which comes to mind. 1) Can we add another node to our software system? 2) If yes, does adding new node cause downtime for the system? Let us assume we have added new node, let us see what the new needs of the system are when a new node is added. Balancing incoming requests to multiple nodes Synchronization of a shared state across multiple nodes Identification of “downstate” and resolution action to bring it to “upstate” Well, adding a new node has its advantages as well. Here are few of the positive points Throughput can increase nearly horizontally across the node throughout the system Response times of application will increase as in-between layer interactions will be improved Now, Let us put the above concepts in the perspective of a Database. When we mention the term “running out of resources” or “application is bound to resources” the resources can be CPU, Memory or Bandwidth. The regular approach to “gain scalability” in the database is to look around for bottlenecks and increase the bottlenecked resource. When we have memory as a bottleneck we look at the data buffers, locks, query plans or indexes. After a point even this is not enough as there needs to be an efficient way of managing such large workload on a “single machine” across memory and CPU bound (right kind of scheduling)  workload. We next move on to either read/write separation of the workload or functionality-based sharing so that we still have control of the individual. But this requires lots of planning and change in client systems in terms of knowing where to go/update/read and for reporting applications to “aggregate the data” in an intelligent way. What we ideally need is an intelligent layer which allows us to do these things without us getting into managing, monitoring and distributing the workload. Scalability In the context of database/applications, scalability means three main things Ability to handle normal loads without pressure E.g. X users at the Y utilization of resources (CPU, Memory, Bandwidth) on the Z kind of hardware (4 processor, 32 GB machine with 15000 RPM SATA drives and 1 GHz Network switch) with T throughput Ability to scale up to expected peak load which is greater than normal load with acceptable response times Ability to provide acceptable response times across the system E.g. Response time in S milliseconds (or agreed upon unit of measure) – 90% of the time The Issue – Need of Scale In normal cases one can plan for the load testing to test out normal, peak, and stress scenarios to ensure specific hardware meets the needs. With help from Hardware and Software partners and best practices, bottlenecks can be identified and requisite resources added to the system. Unfortunately this vertical scale is expensive and difficult to achieve and most of the operational people need the ability to scale horizontally. This helps in getting better throughput as there are physical limits in terms of adding resources (Memory, CPU, Bandwidth and Storage) indefinitely. Today we have different options to achieve scalability: Read & Write Separation The idea here is to do actual writes to one store and configure slaves receiving the latest data with acceptable delays. Slaves can be used for balancing out reads. We can also explore functional separation or sharing as well. We can separate data operations by a specific identifier (e.g. region, year, month) and consolidate it for reporting purposes. For functional separation the major disadvantage is when schema changes or workload pattern changes. As the requirement grows one still needs to deal with scale need in manual ways by providing an abstraction in the middle tier code. Using NOSQL solutions The idea is to flatten out the structures in general to keep all values which are retrieved together at the same store and provide flexible schema. The issue with the stores is that they are compromising on mostly consistency (no ACID guarantees) and one has to use NON-SQL dialect to work with the store. The other major issue is about education with NOSQL solutions. Would one really want to make these compromises on the ability to connect and retrieve in simple SQL manner and learn other skill sets? Or for that matter give up on ACID guarantee and start dealing with consistency issues? Hybrid Deployment – Mac, Linux, Cloud, and Windows One of the challenges today that we see across On-premise vs Cloud infrastructure is a difference in abilities. Take for example SQL Azure – it is wonderful in its concepts of throttling (as it is shared deployment) of resources and ability to scale using federation. However, the same abilities are not available on premise. This is not a mistake, mind you – but a compromise of the sweet spot of workloads, customer requirements and operational SLAs which can be supported by the team. In today’s world it is imperative that databases are available across operating systems – which are a commodity and used by developers of all hues. An Ideal Database Ability List A system which allows a linear scale of the system (increase in throughput with reasonable response time) with the addition of resources A system which does not compromise on the ACID guarantees and require developers to learn new paradigms A system which does not force fit a new way interacting with database by learning Non-SQL dialect A system which does not force fit its mechanisms for providing availability across its various modules. Well NuoDB is the first database which has all of the above abilities and much more. In future articles I will cover my hands-on experience with it. Reference: Pinal Dave (http://blog.SQLAuthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology Tagged: NuoDB

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• Five Ways Enterprise 2.0 Can Transform Your Business - Q&A from the Webcast

  - by [email protected]

  A few weeks ago, Vince Casarez and I presented with KMWorld on the Five Ways Enterprise 2.0 Can Transform Your Business. It was an enjoyable, interactive webcast in which Vince and I discussed the ways Enterprise 2.0 can transform your business and more importantly, highlighted key customer examples of how to do so. If you missed the webcast, you can catch a replay here. We had a lot of audience participation in some of the polls we conducted and in the Q&A session. We weren't able to address all of the questions during the broadcast, so we attempted to answer them here: Q: Which area within your firm focuses on Web 2.0? Meaning, do you find new departments developing just to manage the web 2.0 (Twitter, Facebook, etc.) user experience or are you structuring current departments? A: There are three distinct efforts within Oracle. The first is around delivery of these Web 2.0 services for enterprise deployments. This is the focus of the WebCenter team. The second effort is injecting these Web 2.0 services into use cases that drive the different enterprise applications. This effort is focused on how to manage these external services and bring them into a cohesive flow for marketing programs, customer care, and purchasing. The third effort is how we consume these services internally to enhance Oracle's business delivery. It leverages the technologies and use cases of the first two but also pushes the envelope with regards to future directions of these other two areas. Q: In a business, Web 2.0 is mostly like action logs. How can we leverage the official process practice versus the logs of a recent action? Example: a system configuration modified last night on a call out versus the official practice that everybody would use in the morning.A: The key thing to remember is that most Web 2.0 actions / activity streams today are based on collaboration and communication type actions. At least with public social sites like Facebook and Twitter. What we're delivering as part of the WebCenter Suite are not just these types of activities but also enterprise application activities. These enterprise application activities come from different application modules: purchasing, HR, order entry, sales opportunity, etc. The actions within these systems are normally tied to a business object or process: purchase order/customer, employee or department, customer and supplier, customer and product, respectively. Therefore, the activities or "logs" as you name them are able to be "typed" so that as a viewer, you can filter or decide to see only certain types of information. In your example, you could have a view that only showed you recent "configuration" changes and this could be right next to a view that showed off the items to be watched every morning. Q: It's great to hear about customers using the software but is there any plan for future webinars to show what the products/installs look like? That would be very helpful.A: We don't have a webinar planned to show off the install process. However, we have a viewlet that's posted on Oracle Technology Network. You can see it here:http://www.oracle.com/technetwork/testcontent/wcs-install-098014.htmlAnd we've got excellent documentation that walks you through the steps here:http://download.oracle.com/docs/cd/E14571_01/install.1111/e12001/install.htmAnd there's a whole set of demos and examples of what WebCenter can do at this URL:http://www.oracle.com/technetwork/middleware/webcenter/release11-demos-097468.html Q: How do you anticipate managing metadata across the enterprise to make content findable?A: We need to first make sure we are all talking about the same thing when we use a word like "metadata". Here's why...  For a developer, metadata means information that describes key elements of the portal or application and what the portal or application can do. For content systems, metadata means key terms that provide a taxonomy or folksonomy about the information that is being indexed, ordered, and managed. For business intelligence systems, metadata means key terms that provide labels to groups of data that most non-mathematicians need to understand. And for SOA, metadata means labels for parts of the processes that business owners should understand that connect development terminology. There are also additional requirements for metadata to be available to the team building these new solutions as well as requirements to make this metadata available to the running system. These requirements are often separated by "design time" and "run time" respectively. So clearly, a general goal of managing metadata across the enterprise is very challenging. We've invested a huge amount of resources around Oracle Metadata Services (MDS) to be able to provide a more generic system for all of these elements. No other vendor has anything like this technology foundation in their products. This provides a huge benefit to our customers as they will now be able to find content, processes, people, and information from a common set of search interfaces with consistent enterprise wide results. Q: Can you give your definition of terms as to document and content, please?A: Content applies to a broad category of information from Word documents, presentations and reports through attachments to invoices and/or purchase orders. Content is essentially any type of digital asset including images, video, and voice. A document is just one type of content. Q: Do you have special integration tools to realize an interaction between UCM and WebCenter Spaces/Services?A: Yes, we've dedicated a whole team of engineers to exploit the key features of Oracle UCM within WebCenter.  While ensuring that WebCenter can connect to other non-Oracle systems, we've made sure that with the combined set of Oracle technology, no other solution can match the combined power and integration.  This is part of the Oracle Fusion Middleware strategy which is to provide best in class capabilities for Content and Portals.  When combined together, the synergy between the two products enables users to quickly add capabilities when they are needed.  For example, simple document sharing is part of the combined product offering, but if legal discovery or archiving is required, Oracle UCM product includes these capabilities that can be quickly added.  There's no need to move content around or add another system to support this, it's just a feature that gets turned on within Oracle UCM. Q: All customers have some interaction with their applications and have many older versions, how do you see some of these new Enterprise 2.0 capabilities adding value to existing enterprise application deployments?A: Just as Service Oriented Architectures allowed for connecting the processes of different applications systems to work together, there's a need for a similar approach with regards to these enterprise 2.0 capabilities. Oracle WebCenter is built on a core architecture that allows for SOA of these Enterprise 2.0 services so that one set of scalable services can be used and integrated directly into any type of application. In this way, users can get immediate value out of the Enterprise 2.0 capabilities without having to wait for the next major release or upgrade. These centrally managed WebCenter services expose a set of standard interfaces that make it extremely easy to add them into existing applications no matter what technology the application has been implemented. Q: We've heard about Oracle Next Generation applications called "Fusion Applications", can you tell me how all this works together?A: Oracle WebCenter powers the core collaboration and social computing services found within Fusion Applications. It is the core user experience technology for how all the application screens have been implemented. And the core concept of task flows allows for all the Fusion Applications modules to be adaptable and composable by business users and IT without needing to be a professional developer. Oracle WebCenter is at the heart of the new Fusion Applications. In addition, the same patterns and technologies are now being added to the existing applications including JD Edwards, Siebel, Peoplesoft, and eBusiness Suite. The core technology enables all these customers to have a much smoother upgrade path to Fusion Applications. They get immediate benefits of injecting new user interactions into their existing applications without having to completely move to Fusion Applications. And then when the time comes, their users will already be well versed in how the new capabilities work. Q: Does any of this work with non Oracle software? Other databases? Other application servers? etc.A: We have made sure that Oracle WebCenter delivers the broadest set of development choices so that no matter what technology you developers are using, WebCenter capabilities can be quickly and easily added to the site or application. In addition, we have certified Oracle WebCenter to run against non-Oracle databases like DB2 and SQLServer. We have stated plans for certification against MySQL as well. Later in CY 2011, Oracle will provide certification on non-Oracle application servers such as WebSphere and JBoss. Q: How do we balance User and IT requirements in regards to Enterprise 2.0 technologies?A: Wrong decisions are often made because employee knowledge is not tapped efficiently and opportunities to innovate are often missed because the right people do not work together. Collaboration amongst workers in the right business context is critical for success. While standalone Enterprise 2.0 technologies can improve collaboration for collaboration's sake, using social collaboration tools in the context of business applications and processes will improve business responsiveness and lead companies to a more competitive position. As these systems become more mission critical it is essential that they maintain the highest level of performance and availability while scaling to support larger communities. Q: What are the ways in which Enterprise 2.0 can improve business responsiveness?A: With a wide range of Enterprise 2.0 tools in the marketplace, CIOs need to deploy solutions that will meet the requirements from users as well as address the requirements from IT. Workers want a next-generation user experience that is personalized and aggregates their daily tools and tasks, while IT needs to ensure the solution is secure, scalable, flexible, reliable and easily integrated with existing systems. An open and integrated approach to deploying portals, content management, and collaboration can enhance your business by addressing both the needs of knowledge workers for better information and the IT mandate to conserve resources by simplifying, consolidating and centralizing infrastructure and administration.  

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• Microsoft Business Intelligence Seminar 2011

  - by DavidWimbush

  I was lucky enough to attend the maiden presentation of this at Microsoft Reading yesterday. It was pretty gripping stuff not only because of what was said but also because of what could only be hinted at. Here's what I took away from the day. (Disclaimer: I'm not a BI guru, just a reasonably experienced BI developer, so I may have misunderstood or misinterpreted a few things. Particularly when so much of the talk was about the vision and subtle hints of what is coming. Please comment if you think I've got anything wrong. I'm also not going to even try to cover Master Data Services as I struggled to imagine how you would actually use it.) I was a bit worried when I learned that the whole day was going to be presented by one guy but Rafal Lukawiecki is a very engaging speaker. He's going to be presenting this about 20 times around the world over the coming months. If you get a chance to hear him speak, I say go for it. No doubt some of the hints will become clearer as Denali gets closer to RTM. Firstly, things are definitely happening in the SQL Server Reporting and BI world. Traditionally IT would build a data warehouse, then cubes on top of that, and then publish them in a structured and controlled way. But, just as with many IT projects in general, by the time it's finished the business has moved on and the system no longer meets their requirements. This not sustainable and something more agile is needed but there has to be some control. Apparently we're going to be hearing the catchphrase 'Balancing agility with control' a lot. More users want more access to more data. Can they define what they want? Of course not, but they'll recognise it when they see it. It's estimated that only 28% of potential BI users have meaningful access to the data they need, so there is a real pent-up demand. The answer looks like: give them some self-service tools so they can experiment and see what works, and then IT can help to support the results. It's estimated that 32% of Excel users are comfortable with its analysis tools such as pivot tables. It's the power user's preferred tool. Why fight it? That's why PowerPivot is an Excel add-in and that's why they released a Data Mining add-in for it as well. It does appear that the strategy is going to be to use Reporting Services (in SharePoint mode), PowerPivot, and possibly something new (smiles and hints but no details) to create reports and explore data. Everything will be published and managed in SharePoint which gives users the ability to mash-up, share and socialise what they've found out. SharePoint also gives IT tools to understand what people are looking at and where to concentrate effort. If PowerPivot report X becomes widely used, it's time to check that it shows what they think it does and perhaps get it a bit more under central control. There was more SharePoint detail that went slightly over my head regarding where Excel Services and Excel Web Application fit in, the differences between them, and the suggestion that it is likely they will one day become one (but not in the immediate future). That basic pattern is set to be expanded upon by further exploiting Vertipaq (the columnar indexing engine that enables PowerPivot to store and process a lot of data fast and in a small memory footprint) to provide scalability 'from the desktop to the data centre', and some yet to be detailed advances in 'frictionless deployment' (part of which is about making the difference between local and the cloud pretty much irrelevant). Excel looks like becoming Microsoft's primary BI client. It already has: the ability to consume cubes strong visualisation tools slicers (which are part of Excel not PowerPivot) a data mining add-in PowerPivot A major hurdle for self-service BI is presenting the data in a consumable format. You can't just give users PowerPivot and a server with a copy of the OLTP database(s). Building cubes is labour intensive and doesn't always give the user what they need. This is where the BI Semantic Model (BISM) comes in. I gather it's a layer of metadata you define that can combine multiple data sources (and types of data source) into a clear 'interface' that users can work with. It comes with a new query language called DAX. SSAS cubes are unlikely to go away overnight because, with their pre-calculated results, they are still the most efficient way to work with really big data sets. A few other random titbits that came up: Reporting Services is going to get some good new stuff in Denali. Keep an eye on www.projectbotticelli.com for the slides. You can also view last year's seminar sessions which covered a lot of the same ground as far as the overall strategy is concerned. They plan to add more material as Denali's features are publicly exposed. Check out the PASS keynote address for a showing of Yahoo's SQL BI servers. Apparently they wheeled the rack out on stage still plugged in and running! Check out the Excel 2010 Data Mining Add-Ins. 32 bit only at present but 64 bit is on the way. There are lots of data sets, many of them free, at the Windows Azure Marketplace Data Market (where you can also get ESRI shape files). If you haven't already seen it, have a look at the Silverlight Pivot Viewer (http://weblogs.asp.net/scottgu/archive/2010/06/29/silverlight-pivotviewer-now-available.aspx). The Bing Maps Data Connector is worth a look if you're into spatial stuff (http://www.bing.com/community/site_blogs/b/maps/archive/2010/07/13/data-connector-sql-server-2008-spatial-amp-bing-maps.aspx).  

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• Developing with Fluid UI – The Fluid Home Page

  - by Dave Bain

  v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} The first place to start with Fluid UI is with the Fluid Home Page. Sometimes it’s referred to as the landing page, but it’s formally called the Fluid Home Page. It’s delivered with PeopleTools 8.54, and the nice thing about it is, it’s a component. That’s one thing you’ll discover with Fluid UI. Fluid UI is built int PeopleTools with Fluid UI. The Home Page is a component, the tiles or grouplets are group boxes, and the search and prompt pages are just pages. It makes it easy to find things, customize and brand the applications (and of course to see what’s going on) when you can open it in AppDesigner. To see what makes a component fluid, let’s start with the Fluid Home Page. It’s a component called PT_LANDINGPAGE. You can open it in AppDesigner and see what’s unique and different about Fluid UI. If you open the Component Properties dialog, you’ll see a new tab called Fluid On the Component Properties Fluid tab you’ll see the most important checkbox of all, Fluid Mode. That is the one flag that will tell PeopleSoft if the component is Fluid (responsive, dynamic layout) or classic (pixel perfect). Now that you know it’s a single flag, you know that a component can’t be both Fluid UI and Classic at the same time, it’s one or the other. There are some other interesting fields on this page. The Small Form Factor Optimized field tells us whether or not to display this on a small device (think smarphone). Header Toolbar Actions offer standard options that are set at the component level so you have complete control of the components header bar. You’ll notice that the PT_LANDINGPAGE has got some PostBuild PeopleCode. That’s to build the grouplets that are used to launch Fluid UI Pages (more about those later). Probably not a good idea to mess with that code! The next thing to look at is the Page Definition for the PT_LANDINGPAGE component. When you open the page PT_LANDINGPAGE it will look different than anything you’ve ever seen. You’re probably thinking “What’s up with all the group boxes”? That is where Fluid UI is so different. In classic PeopleSoft, you put a button, field, group, any control on a page and that’s where it shows up, no questions asked. With Fluid UI, everything is positioned relative to something else. That’s why there are so many containers (you know them as group boxes). They are UI objects that are used for dynamic positioning. The Fluid Home Page has some special behavior and special settings. The first is in the Web Profile Configuration settings (Main Menu->PeopleTools->Web Profile->Web Profile Configuration from the main menu). There are two checkboxes that control the behavior of Fluid UI. Disable Fluid Mode and Disable Fluid On Desktop. Disable Fluid Mode prevents any Fluid UI component from being run from this installation. This is a web profile setting for users that want to run later versions of PeopleTools but only want to run Classic PeopleSoft pages. The second setting, Disable Fluid On Desktop allows the Fluid UI to be run on mobile devices such as smartphones and tablets, but prevents Fluid UI from running on a desktop computer. Fluid UI settings are also make in My Personalizations (Main Menu->My Personalizations from the Main Menu), in the General Options section. In that section, each user has the choice to determine the home page for their desktop and for tablets. Now that you know the Fluid UI landing page is just a component, and the profile and personalization settings, you should be able to launch one. It’s pretty easy to add a menu using Structure and Content, just make sure the proper security is set up. You’ll have to run a Fluid UI supported browser in order to see it. Latest versions of Chrome, Firefox and IE will do. Check the certification page on MOS for all the details. When you open the first Fluid Landing Page, there’s not much there. Not to worry, we’ll get some content on it soon. Take a moment to navigate around and look at some of the header actions that were set up from the component properties. The home button takes you back to the classic system. You won’t see any notifications and the personalization doesn’t have any content to add. The NavBar icon on the top right has a lot of content, including a Navigator and Classic home. Spend some time looking through what’s available. Stay tuned for more. Next up is adding some content. 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• The Application Architecture Domain

  - by Michael Glas

  I have been spending a lot of time thinking about Application Architecture in the context of EA. More specifically, as an Enterprise Architect, what do I need to consider when looking at/defining/designing the Application Architecture Domain?There are several definitions of Application Architecture. TOGAF says “The objective here [in Application Architecture] is to define the major kinds of application system necessary to process the data and support the business”. FEA says the Application Architecture “Defines the applications needed to manage the data and support the business functions”.I agree with these definitions. They reflect what the Application Architecture domain does. However, they need to be decomposed to be practical.I find it useful to define a set of views into the Application Architecture domain. These views reflect what an EA needs to consider when working with/in the Applications Architecture domain. These viewpoints are, at a high level:Capability View: This view reflects how applications alignment with business capabilities. It is a super set of the following views when viewed in aggregate. By looking at the Application Architecture domain in terms of the business capabilities it supports, you get a good perspective on how those applications are directly supporting the business.Technology View: The technology view reflects the underlying technology that makes up the applications. Based on the number of rationalization activities I have seen (more specifically application rationalization), the phrase “complexity equals cost” drives the importance of the technology view, especially when attempting to reduce that complexity through standardization type activities. Some of the technology components to be considered are: Software: The application itself as well as the software the application relies on to function (web servers, application servers). Infrastructure: The underlying hardware and network components required by the application and supporting application software. Development: How the application is created and maintained. This encompasses development components that are part of the application itself (i.e. customizable functions), as well as bolt on development through web services, API’s, etc. The maintenance process itself also falls under this view. Integration: The interfaces that the application provides for integration as well as the integrations to other applications and data sources the application requires to function. Type: Reflects the kind of application (mash-up, 3 tiered, etc). (Note: functional type [CRM, HCM, etc.] are reflected under the capability view). Organization View: Organizations are comprised of people and those people use applications to do their jobs. Trying to define the application architecture domain without taking the organization that will use/fund/change it into consideration is like trying to design a car without thinking about who will drive it (i.e. you may end up building a formula 1 car for a family of 5 that is really looking for a minivan). This view reflects the people aspect of the application. It includes: Ownership: Who ‘owns’ the application? This will usually reflect primary funding and utilization but not always. Funding: Who funds both the acquisition/creation as well as the on-going maintenance (funding to create/change/operate)? Change: Who can/does request changes to the application and what process to the follow? Utilization: Who uses the application, how often do they use it, and how do they use it? Support: Which organization is responsible for the on-going support of the application? Information View: Whether or not you subscribe to the view that “information drives the enterprise”, it is a fact that information is critical. The management, creation, and organization of that information are primary functions of enterprise applications. This view reflects how the applications are tied to information (or at a higher level – how the Application Architecture domain relates to the Information Architecture domain). It includes: Access: The application is the mechanism by which end users access information. This could be through a primary application (i.e. CRM application), or through an information access type application (a BI application as an example). Creation: Applications create data in order to provide information to end-users. (I.e. an application creates an order to be used by an end-user as part of the fulfillment process). Consumption: Describes the data required by applications to function (i.e. a product id is required by a purchasing application to create an order. Application Service View: Organizations today are striving to be more agile. As an EA, I need to provide an architecture that supports this agility. One of the primary ways to achieve the required agility in the application architecture domain is through the use of ‘services’ (think SOA, web services, etc.). Whether it is through building applications from the ground up utilizing services, service enabling an existing application, or buying applications that are already ‘service enabled’, compartmentalizing application functions for re-use helps enable flexibility in the use of those applications in support of the required business agility. The applications service view consists of: Services: Here, I refer to the generic definition of a service “a set of related software functionalities that can be reused for different purposes, together with the policies that should control its usage”. Functions: The activities within an application that are not available / applicable for re-use. This view is helpful when identifying duplication functions between applications that are not service enabled. Delivery Model View: It is hard to talk about EA today without hearing the terms ‘cloud’ or shared services.  Organizations are looking at the ways their applications are delivered for several reasons, to reduce cost (both CAPEX and OPEX), to improve agility (time to market as an example), etc.  From an EA perspective, where/how an application is deployed has impacts on the overall enterprise architecture. From integration concerns to SLA requirements to security and compliance issues, the Enterprise Architect needs to factor in how applications are delivered when designing the Enterprise Architecture. This view reflects how applications are delivered to end-users. The delivery model view consists of different types of delivery mechanisms/deployment options for applications: Traditional: Reflects non-cloud type delivery options. The most prevalent consists of an application running on dedicated hardware (usually specific to an environment) for a single consumer. Private Cloud: The application runs on infrastructure provisioned for exclusive use by a single organization comprising multiple consumers. Public Cloud: The application runs on infrastructure provisioned for open use by the general public. Hybrid: The application is deployed on two or more distinct cloud infrastructures (private, community, or public) that remain unique entities, but are bound together by standardized or proprietary technology that enables data and application portability. While by no means comprehensive, I find that applying these views to the application domain gives a good understanding of what an EA needs to consider when effecting changes to the Application Architecture domain.Finally, the application architecture domain is one of several architecture domains that an EA must consider when developing an overall Enterprise Architecture. The Oracle Enterprise Architecture Framework defines four Primary domains: Business Architecture, Application Architecture, Information Architecture, and Technology Architecture. Each domain links to the others either directly or indirectly at some point. Oracle links them at a high level as follows:Business Capabilities and/or Business Processes (Business Architecture), links to the Applications that enable the capability/process (Applications Architecture – COTS, Custom), links to the Information Assets managed/maintained by the Applications (Information Architecture), links to the technology infrastructure upon which all this runs (Technology Architecture - integration, security, BI/DW, DB infrastructure, deployment model). There are however, times when the EA needs to narrow focus to a particular domain for some period of time. These views help me to do just that.

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• What Makes a Good Design Critic? CHI 2010 Panel Review

  - by Applications User Experience

  Author: Daniel Schwartz, Senior Interaction Designer, Oracle Applications User Experience Oracle Applications UX Chief Evangelist Patanjali Venkatacharya organized and moderated an innovative and stimulating panel discussion titled "What Makes a Good Design Critic? Food Design vs. Product Design Criticism" at CHI 2010, the annual ACM Conference on Human Factors in Computing Systems. The panelists included Janice Rohn, VP of User Experience at Experian; Tami Hardeman, a food stylist; Ed Seiber, a restaurant architect and designer; Jonathan Kessler, a food critic and writer at the Atlanta Journal-Constitution; and Larry Powers, Chef de Cuisine at Shaun's restaurant in Atlanta, Georgia. Building off the momentum of his highly acclaimed panel at CHI 2009 on what interaction design can learn from food design (for which I was on the other side as a panelist), Venkatacharya brought together new people with different roles in the restaurant and software interaction design fields. The session was also quite delicious -- but more on that later. Criticism, as it applies to food and product or interaction design, was the tasty topic for this forum and showed that strong parallels exist between food and interaction design criticism. Figure 1. The panelists in discussion: (left to right) Janice Rohn, Ed Seiber, Tami Hardeman, and Jonathan Kessler. The panelists had great insights to share from their respective fields, and they enthusiastically discussed as if they were at a casual collegial dinner. Jonathan Kessler stated that he prefers to have one professional critic's opinion in general than a large sampling of customers, however, "Web sites like Yelp get users excited by the collective approach. People are attracted to things desired by so many." Janice Rohn added that this collective desire was especially true for users of consumer products. Ed Seiber remarked that while people looked to the popular view for their target tastes and product choices, "professional critics like John [Kessler] still hold a big weight on public opinion." Chef Powers indicated that chefs take in feedback from all sources, adding, "word of mouth is very powerful. We also look heavily at the sales of the dishes to see what's moving; what's selling and thus successful." Hearing this discussion validates our design work at Oracle in that we listen to our users (our diners) and industry feedback (our critics) to ensure an optimal user experience of our products. Rohn considers that restaurateur Danny Meyer's book, Setting the Table: The Transforming Power of Hospitality in Business, which is about creating successful restaurant experiences, has many applicable parallels to user experience design. Meyer actually argues that the customer is not always right, but that "they must always feel heard." Seiber agreed, but noted "customers are not designers," and while designers need to listen to customer feedback, it is the designer's job to synthesize it. Seiber feels it's the critic's job to point out when something is missing or not well-prioritized. In interaction design, our challenges are quite similar, if not parallel. Software tasks are like puzzles that are in search of a solution on how to be best completed. As a food stylist, Tami Hardeman has the demanding and challenging task of presenting food to be as delectable as can be. To present food in its best light requires a lot of creativity and insight into consumer tastes. It's no doubt then that this former fashion stylist came up with the ultimate catch phrase to capture the emotion that clients want to draw from their users: "craveability." The phrase was a hit with the audience and panelists alike. Sometime later in the discussion, Seiber remarked, "designers strive to apply craveability to products, and I do so for restaurants in my case." Craveabilty is also very applicable to interaction design. Creating straightforward and smooth workflows for users of Oracle Applications is a primary goal for my colleagues. We want our users to really enjoy working with our products where it makes them more efficient and better at their jobs. That's our "craveability." Patanjali Venkatacharya asked the panel, "if a design's "craveability" appeals to some cultures but not to others, then what is the impact to the food or product design process?" Rohn stated that "taste is part nature and part nurture" and that the design must take the full context of a product's usage into consideration. Kessler added, "good design is about understanding the context" that the experience necessitates. Seiber remarked how important seat comfort is for diners and how the quality of seating will add so much to the complete dining experience. Sometimes if these non-food factors are not well executed, they can also take away from an otherwise pleasant dining experience. Kessler recounted a time when he was dining at a restaurant that actually had very good food, but the photographs hanging on all the walls did not fit in with the overall décor and created a negative overall dining experience. While the tastiness of the food is critical to a restaurant's success, it is a captivating complete user experience, as in interaction design, which will keep customers coming back and ultimately making the restaurant a hit. Figure 2. Patnajali Venkatacharya enjoyed the Sardian flatbread salad. As a surprise Chef Powers brought out a signature dish from Shaun's restaurant for all the panelists to sample and critique. The Sardinian flatbread dish showcased Atlanta's taste for fresh and local produce and cheese at its finest as a salad served on a crispy flavorful flat bread. Hardeman said it could be photographed from any angle, a high compliment coming from a food stylist. Seiber really enjoyed the colors that the dish brought together and thought it would be served very well in a casual restaurant on a summer's day. The panel really appreciated the taste and quality of the different components and how the rosemary brought all the flavors together. Seiber remarked that "a lot of effort goes into the appearance of simplicity." Rohn indicated that the same notion holds true with software user interface design. A tremendous amount of work goes into crafting straightforward interfaces, including user research, prototyping, design iterations, and usability studies. Design criticism for food and software interfaces clearly share many similarities. Both areas value expert opinions and user feedback. Both areas understand the importance of great design needing to work well in its context. Last but not least, both food and interaction design criticism value "craveability" and how having users excited about experiencing and enjoying the designs is an important goal. Now if we can just improve the taste of software user interfaces, people may choose to dine on their enterprise applications over a fresh organic salad.

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• Getting your bearings and defining the project objective

  - by johndoucette

  I wrote this two years ago and thought it was worth posting… Some may think this is a daunting task and some may even say “what a waste of time” and want to open MS Project and start typing out tasks because someone asked for an estimate and a task list. Hell, maybe you even use Excel and pump out a spreadsheet with some real scientific formula for guessing how long it will take to code a bunch of classes. However, this short exercise will provide the basis for the entire project, whether small or large and be a great friend when communicating to anyone on your team or even your client. I call this the Project Brief. If you find yourself going beyond a single page, then you must decompose the sections and summarize your findings so there is a complete and clear picture of the project you are working on in a relatively short statement. Here is a great quote from the PMBOK (Project Management Body of Knowledge) relative to what a project is;   A project is a temporary endeavor undertaken to create a unique product, service or result. With this in mind, the project brief should encompass the entirety (objective) of the endeavor in its explanation and what it will take (goals) to create the product, service or result (deliverables). Normally the process of identifying the project objective is done during the first stage of a project called the Project Kickoff, but you can perform this very important step anytime to help you get a bearing. There are many more parts to helping a project stay on course, but this is usually the foundation where it can be grounded on. Through a series of 3 exercises, you should be able to come up with the objective, goals and deliverables on your project. Follow these steps, and in no time (about &frac12; hour), you will have the foundation of your project plan. (See examples below) Exercise 1 – Objectives Begin with the end in mind. Think about your project in business terms with a couple things to help you understand the objective; Reference the business benefit in terms of cost, speed and / or quality, Provide a higher level of what the outcome will look like (future sense) It should be non-measurable, that’s what the goals are all about The output should be a single paragraph with three sentences and take 10 minutes to write. *Typically, agreement must be reached on the objectives of the project before you would proceed to the next steps of the project. Exercise 2 – Goals A project goal is a statement that answers questions about who, what, why, where and when. A good project goal statement; Answers the five “W” questions for the project Is measurable in each of its parts Is published and agreed on by all the owners This helps the Project Manager receive confirmation on defining the project target. Using the established project objective done in the first exercise, think about the things it will take to get the job done. Think about tangible activities which are the top level tasks in a typical Work Breakdown Structure (WBS). The overall goal statement plus all the deliverables (next exercise) can be seen as the project team’s contract with the project owners. Write 3 - 5 goals in about 10 minutes. You should not write the words “Who, what, why, where and when, but merely be able to answer the questions when you read a goal. Exercise 3 – Deliverables Every project creates some type of output and these outputs are called deliverables. There are two classes of deliverables; Internal – produced for project team members to meet their goals External – produced for project owners to meet their expectations The list you enter here provides a checklist for the team’s delivery and/or is a statement of all the expectations of the project owners. Here are some typical project deliverables; Product and product documentation End product/system Requirements/feature documents Installation guides Demo/prototype System design documents User guides/help files Plans Project plan Training plan Conversion/installation/delivery plan Test plans Documentation plan Communication plan Reports and general documentation Progress reports System acceptance tests Outstanding bug list Procedures Risk and issue logs Project history Deliverables should go with each of the goals. Have 3-5 deliverables for each goal. When you are done, you will have established a great foundation for the clarity of your project. This exercise can take some time, but with practice, you should be able to whip this one out in 10 minutes as well, especially if you are intimate with an ongoing project. Samples  Objective [Client] is implementing a series of MOSS sites to support external public (Internet), internal employee (Intranet) and an external secure (password protected Internet) applications. This project will focus on the public-facing web site and will provide [Client] with architectural recommendations based on the current design being done by their design partner [Partner] and the internal Content Team. In addition, it will provide [Client] with a development plan and confidence they need to deploy a world class public Internet website. Goals 1.  [Consultant] will provide technical guidance and set project team expectations for the implementation of the MOSS Internet site based on provided features/functions within three weeks. 2.  [Consultant] will understand phase 2 secure password-protected Internet site design and provide recommendations.   Deliverables 1.1  Public Internet (unsecure) Architectural Recommendation Plan 1.2  Physical Site construction Work Breakdown Structure and plan (Time, cost and resources needed) 2.1  Two Factor authentication recommendation document   Objective [Client] is currently using an application developed by [Consultant] many years ago called "XXX". This application, although functional, does not meet their new updated business requirements and contains a few defects which [Client] has developed work-around processes. [Client] would like to have a "new and improved" system to support their membership management needs by expanding membership and subscription capabilities, provide accounting integration with internal (GL) and external (VeriSign) systems, and implement hooks to the current CRM solution. This effort will take place through a series of phases, beginning with envisioning. Goals 1. Through discussions with users, [Consultant] will discover current issues/bugs which need to be resolved which must meet the current functionality requirements within three weeks. 2. [Consultant] will gather requirements from the users about what is "needed" vs. "what they have" for enhancements and provide a high level document supporting their needs. 3. [Consultant] will meet with the team members through a series of meetings and help define the overall project plan to deliver a new and improved solution. Deliverables 1.1 Prioritized list of Current application issues/bugs that need to be resolved 1.2 Provide a resolution plan on the issues/bugs identified in the current application 1.3 Risk Assessment Document 2.1 Deliver a Requirements Document showing high-level [Client] needs for the new XXX application. · New feature functionality not in the application today · Existing functionality that will remain in the new functionality 2.2 Reporting Requirements Document 3.1 A Project Plan showing the deliverables and cost for the next (second) phase of this project. 3.2 A Statement of Work for the next (second) phase of this project. 3.3 An Estimate of any work that would need to follow the second phase.

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• Integrating Oracle Hyperion Smart View Data Queries with MS Word and Power Point

  - by Andreea Vaduva

  Untitled Document table { border: thin solid; } Most Smart View users probably appreciate that they can use just one add-in to access data from the different sources they might work with, like Oracle Essbase, Oracle Hyperion Planning, Oracle Hyperion Financial Management and others. But not all of them are aware of the options to integrate data analyses not only in Excel, but also in MS Word or Power Point. While in the past, copying and pasting single numbers or tables from a recent analysis in Excel made the pasted content a static snapshot, copying so called Data Points now creates dynamic, updateable references to the data source. It also provides additional nice features, which can make life easier and less stressful for Smart View users. So, how does this option work: after building an ad-hoc analysis with Smart View as usual in an Excel worksheet, any area including data cells/numbers from the database can be highlighted in order to copy data points - even single data cells only.   TIP It is not necessary to highlight and copy the row or column descriptions   Next from the Smart View ribbon select Copy Data Point. Then transfer to the Word or Power Point document into which the selected content should be copied. Note that in these Office programs you will find a menu item Smart View;from it select the Paste Data Point icon. The copied details from the Excel report will be pasted, but showing #NEED_REFRESH in the data cells instead of the original numbers. =After clicking the Refresh icon on the Smart View menu the data will be retrieved and displayed. (Maybe at that moment a login window pops up and you need to provide your credentials.) It works in the same way if you just copy one single number without any row or column descriptions, for example in order to incorporate it into a continuous text: Before refresh: After refresh: From now on for any subsequent updates of the data shown in your documents you only need to refresh data by clicking the Refresh button on the Smart View menu, without copying and pasting the context or content again. As you might realize, trying out this feature on your own, there won’t be any Point of View shown in the Office document. Also you have seen in the example, where only a single data cell was copied, that there aren’t any member names or row/column descriptions copied, which are usually required in an ad-hoc report in order to exactly define where data comes from or how data is queried from the source. Well, these definitions are not visible, but they are transferred to the Word or Power Point document as well. They are stored in the background for each individual data cell copied and can be made visible by double-clicking the data cell as shown in the following screen shot (but which is taken from another context).   So for each cell/number the complete connection information is stored along with the exact member/cell intersection from the database. And that’s not all: you have the chance now to exchange the members originally selected in the Point of View (POV) in the Excel report. Remember, at that time we had the following selection:   By selecting the Manage POV option from the Smart View meny in Word or Power Point…   … the following POV Manager – Queries window opens:   You can now change your selection for each dimension from the original POV by either double-clicking the dimension member in the lower right box under POV: or by selecting the Member Selector icon on the top right hand side of the window. After confirming your changes you need to refresh your document again. Be aware, that this will update all (!) numbers taken from one and the same original Excel sheet, even if they appear in different locations in your Office document, reflecting your recent changes in the POV. TIP Build your original report already in a way that dimensions you might want to change from within Word or Power Point are placed in the POV. And there is another really nice feature I wouldn’t like to miss mentioning: Using Dynamic Data Points in the way described above, you will never miss or need to search again for your original Excel sheet from which values were taken and copied as data points into an Office document. Because from even only one single data cell Smart View is able to recreate the entire original report content with just a few clicks: Select one of the numbers from within your Word or Power Point document by double-clicking.   Then select the Visualize in Excel option from the Smart View menu. Excel will open and Smart View will rebuild the entire original report, including POV settings, and retrieve all data from the most recent actual state of the database. (It might be necessary to provide your credentials before data is displayed.) However, in order to make this work, an active online connection to your databases on the server is necessary and at least read access to the retrieved data. But apart from this, your newly built Excel report is fully functional for ad-hoc analysis and can be used in the common way for drilling, pivoting and all the other known functions and features. So far about embedding Dynamic Data Points into Office documents and linking them back into Excel worksheets. You can apply this in the described way with ad-hoc analyses directly on Essbase databases or using Hyperion Planning and Hyperion Financial Management ad-hoc web forms. If you are also interested in other new features and smart enhancements in Essbase or Hyperion Planning stay tuned for coming articles or check our training courses and web presentations. You can find general information about offerings for the Essbase and Planning curriculum or other Oracle-Hyperion products here (please make sure to select your country/region at the top of this page) or in the OU Learning paths section , where Planning, Essbase and other Hyperion products can be found under the Fusion Middleware heading (again, please select the right country/region). Or drop me a note directly: [email protected] . About the Author: Bernhard Kinkel started working for Hyperion Solutions as a Presales Consultant and Consultant in 1998 and moved to Hyperion Education Services in 1999. He joined Oracle University in 2007 where he is a Principal Education Consultant. Based on these many years of working with Hyperion products he has detailed product knowledge across several versions. He delivers both classroom and live virtual courses. His areas of expertise are Oracle/Hyperion Essbase, Oracle Hyperion Planning and Hyperion Web Analysis.  

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• The Birth of a Method - Where did OUM come from?

  - by user702549

  It seemed fitting to start this blog entry with the OUM vision statement. The vision for the Oracle® Unified Method (OUM) is to support the entire Enterprise IT lifecycle, including support for the successful implementation of every Oracle product.  Well, it’s that time of year again; we just finished testing and packaging OUM 5.6.  It will be released for general availability to qualifying customers and partners this month.  Because of this, I’ve been reflecting back on how the birth of Oracle’s Unified method - OUM came about. As the Release Director of OUM, I’ve been honored to package every method release.  No, maybe you’d say it’s not so special.  Of course, anyone can use packaging software to create an .exe file.  But to me, it is pretty special, because so many people work together to make each release come about.  The rich content that results is what makes OUM’s history worth talking about.   To me, professionally speaking, working on OUM, well it’s been “a labor of love”.  My youngest child was just 8 years old when OUM was born, and she’s now in High School!  Watching her grow and change has been fascinating, if you ask her, she’s grown up hearing about OUM.  My son would often walk into my home office and ask “How is OUM today, Mom?”  I am one of many people that take care of OUM, and have watched the method “mature” over these last 6 years.  Maybe that makes me a "Method Mom" (someone in one of my classes last year actually said this outloud) but there are so many others who collaborate and care about OUM Development. I’ve thought about writing this blog entry for a long time just to reflect on how far the Method has come. Each release, as I prepare the OUM Contributors list, I see how many people’s experience and ideas it has taken to create this wealth of knowledge, process and task guidance as well as templates and examples.  If you’re wondering how many people, just go into OUM select the resources button on the top of most pages of the method, and on that resources page click the ABOUT link. So now back to my nostalgic moment as I finished release 5.6 packaging.  I reflected back, on all the things that happened that cause OUM to become not just a dream but to actually come to fruition.  Here are some key conditions that make it possible for each release of the method: A vision to have one method instead of many methods, thereby focusing on deeper, richer content People within Oracle’s consulting Organization  willing to contribute to OUM providing Subject Matter Experts who are willing to write down and share what they know. Oracle’s continued acquisition of software companies, the need to assimilate high quality existing materials from these companies The need to bring together people from very different backgrounds and provide a common language to support Oracle Product implementations that often involve multiple product families What came first, and then what was the strategy? Initially OUM 4.0 was based on Oracle’s J2EE Custom Development Method (JCDM), it was a good “backbone”  (work breakdown structure) it was Unified Process based, and had good content around UML as well as custom software development.  But it needed to be extended in order to achieve the OUM Vision. What happened after that was to take in the “best of the best”, the legacy and acquired methods were scheduled for assimilation into OUM, one release after another.  We incrementally built OUM.  We didn’t want to lose any of the expertise that was reflected in AIM (Oracle’s legacy Application Implementation Method), Compass (People Soft’s Application implementation method) and so many more. When was OUM born? OUM 4.1 published April 30, 2006.  This release allowed Oracles Advanced Technology groups to begin the very first implementations of Fusion Middleware.  In the early days of the Method we would prepare several releases a year.  Our iterative release development cycle began and continues to be refined with each Method release.  Now we typically see one major release each year. The OUM release development cycle is not unlike many Oracle Implementation projects in that we need to gather requirements, prioritize, prepare the content, test package and then go production.  Typically we develop an OUM release MoSCoW (must have, should have, could have, and won’t have) right after the prior release goes out.   These are the high level requirements.  We break the timeframe into increments, frequent checkpoints that help us assess the content and progress is measured through frequent checkpoints.  We work as a team to prioritize what should be done in each increment. Yes, the team provides the estimates for what can be done within a particular increment.  We sometimes have Method Development workshops (physically or virtually) to accelerate content development on a particular subject area, that is where the best content results. As the written content nears the final stages, it goes through edit and evaluation through peer reviews, and then moves into the release staging environment.  Then content freeze and testing of the method pack take place.  This iterative cycle is run using the OUM artifacts that make sense “fit for purpose”, project plans, MoSCoW lists, Test plans are just a few of the OUM work products we use on a Method Release project. In 2007 OUM 4.3, 4.4 and 4.5 were published.  With the release of 4.5 our Custom BI Method (Data Warehouse Method FastTrack) was assimilated into OUM.  These early releases helped us align Oracle’s Unified method with other industry standards Then in 2008 we made significant changes to the OUM “Backbone” to support Applications Implementation projects with that went to the OUM 5.0 release.  Now things started to get really interesting.  Next we had some major developments in the Envision focus area in the area of Enterprise Architecture.  We acquired some really great content from the former BEA, Liquid Enterprise Method (LEM) along with some SMEs who were willing to work at bringing this content into OUM.  The Service Oriented Architecture content in OUM is extensive and can help support the successful implementation of Fusion Middleware, as well as Fusion Applications. Of course we’ve developed a wealth of OUM training materials that work also helps to improve the method content.  It is one thing to write “how to”, and quite another to be able to teach people how to use the materials to improve the success of their projects.  I’ve learned so much by teaching people how to use OUM. What's next? So here toward the end of 2012, what’s in store in OUM 5.6, well, I’m sure you won’t be surprised the answer is Cloud Computing.   More details to come in the next couple of weeks!  The best part of being involved in the development of OUM is to see how many people have “adopted” OUM over these six years, Clients, Partners, and Oracle Consultants.  The content just gets better with each release.   I’d love to hear your comments on how OUM has evolved, and ideas for new content you’d like to see in the upcoming releases.

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• PostSharp, Obfuscation, and IL

  - by Simon Cooper

  Aspect-oriented programming (AOP) is a relatively new programming paradigm. Originating at Xerox PARC in 1994, the paradigm was first made available for general-purpose development as an extension to Java in 2001. From there, it has quickly been adapted for use in all the common languages used today. In the .NET world, one of the primary AOP toolkits is PostSharp. Attributes and AOP Normally, attributes in .NET are entirely a metadata construct. Apart from a few special attributes in the .NET framework, they have no effect whatsoever on how a class or method executes within the CLR. Only by using reflection at runtime can you access any attributes declared on a type or type member. PostSharp changes this. By declaring a custom attribute that derives from PostSharp.Aspects.Aspect, applying it to types and type members, and running the resulting assembly through the PostSharp postprocessor, you can essentially declare 'clever' attributes that change the behaviour of whatever the aspect has been applied to at runtime. A simple example of this is logging. By declaring a TraceAttribute that derives from OnMethodBoundaryAspect, you can automatically log when a method has been executed: public class TraceAttribute : PostSharp.Aspects.OnMethodBoundaryAspect { public override void OnEntry(MethodExecutionArgs args) { MethodBase method = args.Method; System.Diagnostics.Trace.WriteLine( String.Format( "Entering {0}.{1}.", method.DeclaringType.FullName, method.Name)); } public override void OnExit(MethodExecutionArgs args) { MethodBase method = args.Method; System.Diagnostics.Trace.WriteLine( String.Format( "Leaving {0}.{1}.", method.DeclaringType.FullName, method.Name)); } } [Trace] public void MethodToLog() { ... } Now, whenever MethodToLog is executed, the aspect will automatically log entry and exit, without having to add the logging code to MethodToLog itself. PostSharp Performance Now this does introduce a performance overhead - as you can see, the aspect allows access to the MethodBase of the method the aspect has been applied to. If you were limited to C#, you would be forced to retrieve each MethodBase instance using Type.GetMethod(), matching on the method name and signature. This is slow. Fortunately, PostSharp is not limited to C#. It can use any instruction available in IL. And in IL, you can do some very neat things. Ldtoken C# allows you to get the Type object corresponding to a specific type name using the typeof operator: Type t = typeof(Random); The C# compiler compiles this operator to the following IL: ldtoken [mscorlib]System.Random call class [mscorlib]System.Type [mscorlib]System.Type::GetTypeFromHandle( valuetype [mscorlib]System.RuntimeTypeHandle) The ldtoken instruction obtains a special handle to a type called a RuntimeTypeHandle, and from that, the Type object can be obtained using GetTypeFromHandle. These are both relatively fast operations - no string lookup is required, only direct assembly and CLR constructs are used. However, a little-known feature is that ldtoken is not just limited to types; it can also get information on methods and fields, encapsulated in a RuntimeMethodHandle or RuntimeFieldHandle: // get a MethodBase for String.EndsWith(string) ldtoken method instance bool [mscorlib]System.String::EndsWith(string) call class [mscorlib]System.Reflection.MethodBase [mscorlib]System.Reflection.MethodBase::GetMethodFromHandle( valuetype [mscorlib]System.RuntimeMethodHandle) // get a FieldInfo for the String.Empty field ldtoken field string [mscorlib]System.String::Empty call class [mscorlib]System.Reflection.FieldInfo [mscorlib]System.Reflection.FieldInfo::GetFieldFromHandle( valuetype [mscorlib]System.RuntimeFieldHandle) These usages of ldtoken aren't usable from C# or VB, and aren't likely to be added anytime soon (Eric Lippert's done a blog post on the possibility of adding infoof, methodof or fieldof operators to C#). However, PostSharp deals directly with IL, and so can use ldtoken to get MethodBase objects quickly and cheaply, without having to resort to string lookups. The kicker However, there are problems. Because ldtoken for methods or fields isn't accessible from C# or VB, it hasn't been as well-tested as ldtoken for types. This has resulted in various obscure bugs in most versions of the CLR when dealing with ldtoken and methods, and specifically, generic methods and methods of generic types. This means that PostSharp was behaving incorrectly, or just plain crashing, when aspects were applied to methods that were generic in some way. So, PostSharp has to work around this. Without using the metadata tokens directly, the only way to get the MethodBase of generic methods is to use reflection: Type.GetMethod(), passing in the method name as a string along with information on the signature. Now, this works fine. It's slower than using ldtoken directly, but it works, and this only has to be done for generic methods. Unfortunately, this poses problems when the assembly is obfuscated. PostSharp and Obfuscation When using ldtoken, obfuscators don't affect how PostSharp operates. Because the ldtoken instruction directly references the type, method or field within the assembly, it is unaffected if the name of the object is changed by an obfuscator. However, the indirect loading used for generic methods was breaking, because that uses the name of the method when the assembly is put through the PostSharp postprocessor to lookup the MethodBase at runtime. If the name then changes, PostSharp can't find it anymore, and the assembly breaks. So, PostSharp needs to know about any changes an obfuscator does to an assembly. The way PostSharp does this is by adding another layer of indirection. When PostSharp obfuscation support is enabled, it includes an extra 'name table' resource in the assembly, consisting of a series of method & type names. When PostSharp needs to lookup a method using reflection, instead of encoding the method name directly, it looks up the method name at a fixed offset inside that name table: MethodBase genericMethod = typeof(ContainingClass).GetMethod(GetNameAtIndex(22)); PostSharp.NameTable resource: ... 20: get_Prop1 21: set_Prop1 22: DoFoo 23: GetWibble When the assembly is later processed by an obfuscator, the obfuscator can replace all the method and type names within the name table with their new name. That way, the reflection lookups performed by PostSharp will now use the new names, and everything will work as expected: MethodBase genericMethod = typeof(#kGy).GetMethod(GetNameAtIndex(22)); PostSharp.NameTable resource: ... 20: #kkA 21: #zAb 22: #EF5a 23: #2tg As you can see, this requires direct support by an obfuscator in order to perform these rewrites. Dotfuscator supports it, and now, starting with SmartAssembly 6.6.4, SmartAssembly does too. So, a relatively simple solution to a tricky problem, with some CLR bugs thrown in for good measure. You don't see those every day!

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• SQL University: What and why of database testing

  - by Mladen Prajdic

  This is a post for a great idea called SQL University started by Jorge Segarra also famously known as SqlChicken on Twitter. It’s a collection of blog posts on different database related topics contributed by several smart people all over the world. So this week is mine and we’ll be talking about database testing and refactoring. In 3 posts we’ll cover: SQLU part 1 - What and why of database testing SQLU part 2 - What and why of database refactoring SQLU part 2 – Tools of the trade With that out of the way let us sharpen our pencils and get going. Why test a database The sad state of the industry today is that there is very little emphasis on testing in general. Test driven development is still a small niche of the programming world while refactoring is even smaller. The cause of this is the inability of developers to convince themselves and their managers that writing tests is beneficial. At the moment they are mostly viewed as waste of time. This is because the average person (let’s not fool ourselves, we’re all average) is unable to think about lower future costs in relation to little more current work. It’s orders of magnitude easier to know about the current costs in relation to current amount of work. That’s why programmers convince themselves testing is a waste of time. However we have to ask ourselves what tests are really about? Maybe finding bugs? No, not really. If we introduce bugs, we’re likely to write test around those bugs too. But yes we can find some bugs with tests. The main point of tests is to have reproducible repeatability in our systems. By having a code base largely covered by tests we can know with better certainty what a small code change can break in other parts of the system. By having repeatability we can make code changes with confidence, since we know we’ll see what breaks in other tests. And here comes the inability to estimate future costs. By spending just a few more hours writing those tests we’d know instantly what broke where. Imagine we fix a reported bug. We check-in the code, deploy it and the users are happy. Until we get a call 2 weeks later about a certain monthly process has stopped working. What we don’t know is that this process was developed by a long gone coworker and for some reason it relied on that same bug we’ve happily fixed. There’s no way we could’ve known that. We say OK and go in and fix the monthly process. But what we have no clue about is that there’s this ETL job that relied on data from that monthly process. Now that we’ve fixed the process it’s giving unexpected (yet correct since we fixed it) data to the ETL job. So we have to fix that too. But there’s this part of the app we coded that relies on data from that exact ETL job. And just like that we enter the “Loop of maintenance horror”. With the loop eventually comes blame. Here’s a nice tip for all developers and DBAs out there: If you make a mistake man up and admit to it. All of the above is valid for any kind of software development. Keeping this in mind the database is nothing other than just a part of the application. But a big part! One reason why testing a database is even more important than testing an application is that one database is usually accessed from multiple applications and processes. This makes it the central and vital part of the enterprise software infrastructure. Knowing all this can we really afford not to have tests? What to test in a database Now that we’ve decided we’ll dive into this testing thing we have to ask ourselves what needs to be tested? The short answer is: everything. The long answer is: read on! There are 2 main ways of doing tests: Black box and White box testing. Black box testing means we have no idea how the system internals are built and we only have access to it’s inputs and outputs. With it we test that the internal changes to the system haven’t caused the input/output behavior of the system to change. The most important thing to test here are the edge conditions. It’s where most programs break. Having good edge condition tests we can be more confident that the systems changes won’t break. White box testing has the full knowledge of the system internals. With it we test the internal system changes, different states of the application, etc… White and Black box tests should be complementary to each other as they are very much interconnected. Testing database routines includes testing stored procedures, views, user defined functions and anything you use to access the data with. Database routines are your input/output interface to the database system. They count as black box testing. We test then for 2 things: Data and schema. When testing schema we only care about the columns and the data types they’re returning. After all the schema is the contract to the out side systems. If it changes we usually have to change the applications accessing it. One helpful T-SQL command when doing schema tests is SET FMTONLY ON. It tells the SQL Server to return only empty results sets. This speeds up tests because it doesn’t return any data to the client. After we’ve validated the schema we have to test the returned data. There no other way to do this but to have expected data known before the tests executes and comparing that data to the database routine output. Testing Authentication and Authorization helps us validate who has access to the SQL Server box (Authentication) and who has access to certain database objects (Authorization). For desktop applications and windows authentication this works well. But the biggest problem here are web apps. They usually connect to the database as a single user. Please ensure that that user is not SA or an account with admin privileges. That is just bad. Load testing ensures us that our database can handle peak loads. One often overlooked tool for load testing is Microsoft’s OSTRESS tool. It’s part of RML utilities (x86, x64) for SQL Server and can help determine if our database server can handle loads like 100 simultaneous users each doing 10 requests per second. SQL Profiler can also help us here by looking at why certain queries are slow and what to do to fix them.   One particular problem to think about is how to begin testing existing databases. First thing we have to do is to get to know those databases. We can’t test something when we don’t know how it works. To do this we have to talk to the users of the applications accessing the database, run SQL Profiler to see what queries are being run, use existing documentation to decipher all the object relationships, etc… The way to approach this is to choose one part of the database (say a logical grouping of tables that go together) and filter our traces accordingly. Once we’ve done that we move on to the next grouping and so on until we’ve covered the whole database. Then we move on to the next one. Database Testing is a topic that we can spent many hours discussing but let this be a nice intro to the world of database testing. See you in the next post.

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• Big Visible Charts

  - by Robert May

  An important part of Agile is the concept of transparency and visibility. In proper functioning teams, stakeholders can look at any team at any time in the iteration or release and see how that team is doing by simply looking at what we call Big Visible Charts. If you’ve done Scrum, you’ve seen these charts. However, interpreting these charts can often be an art form. There are several different charts that can be useful. In this newsletter, I’ll focus on the Iteration Burndown and Cumulative Flow charts. I’ve included a copy of the spreadsheet that I used to create the charts, and if you don’t have a tool that creates them for you, you can use this spreadsheet to do so. Our preferred tool for managing Scrum projects is Rally. Rally creates all of these charts for you, saving you quite a bit of time. The Iteration Burndown and Cumulative Flow Charts This is the main chart that teams use. Although less useful to stakeholders, this chart is critical to the team and provides quite a bit of information to the team about how their iteration is going. Most charts are a combination of the charts below, so you may need to combine aspects of each section to understand what is happening in your iterations. Ideal Ah, isn’t that a pretty picture? Unfortunately, it’s also very unrealistic. I’ve seen iterations that come close to ideal, but never that match perfectly. If your iteration matches perfectly, chances are, someone is playing with the numbers. Reality is just too difficult to have a burndown chart that matches this exactly. Late Planning Iteration started, but the team didn’t. You can tell this by the fact that the real number of estimated hours didn’t appear until day two. In the cumulative flow, you can also see that nothing was defined in Day one and two. You want to avoid situations like this. You’ll note that the team had to burn faster than is ideal to meet the iteration because of the late planning. This often results in long weeks and days. Testing Starved Determining whether or not testing is starved is difficult without the cumulative flow. The pattern in the burndown could be nothing more that developers not completing stories early enough or could be caused by stories being too big. With the cumulative flow, however, you see that only small bites are in progress and stories were completed early, but testing didn’t start testing until the end of the iteration, and didn’t complete testing all stories in the iteration. When this happens, question whether or not your testing resources are sufficient for your team and whether or not acceptance is adequately defined. No Testing With this one, both graphs show the same thing; the team needs testers and testing! Without testing, what was completed cannot be verified to make sure that it is acceptable to the business. If you find yourself in this situation, review your testing practices and acceptance testing process and make changes today. Late Development With this situation, both graphs tell a story. In the top graph, you can see that the hours failed to burn down as quickly as the team expected. This could be caused by the team not correctly estimating their hours or the team could have had illness or some other issue that affected them. Often, when teams are tackling something that is more unknown, they’ll run into technical barriers that cause the burn down to happen slower than expected. In the cumulative flow graph, you can see that not much was completed in the first few days. This could be because of illness or technical barriers or simply poor estimation. Testing was able to keep up with everything that was completed, however. No Tool Updating When you see graphs that look like this, you can be assured that it’s because the team is not updating the tool that generates the graphs. Review your policy for when they are to update. On the teams that I run, I require that each team member updates the tool at least once daily. You should also check to see how well the team is breaking down stories into tasks. If they’re creating few large tasks, graphs can look similar to this. As a general rule, I never allow tasks, other than Unit Testing and Uncertainty, to be greater than eight hours in duration. Scope Increase I always encourage team members to enter in however much time they think they have left on a task, even if that means increasing the total amount of time left to do. You get a much better and more realistic picture this way. Increasing time remaining could explain the burndown graph, but by looking at the cumulative flow graph, we can see that stories were added to the iteration and scope was increased. Since planning should consume all of the hours in the iteration, this is almost always a bad thing. If the scope change happened late in the iteration and the hours remaining were well below the ideal burn, then increasing scope is probably o.k., but estimation needs to get better. However, with the charts above, that’s clearly not what happened and the team was required to do extra work to make the iteration. If you find this happening, your product owner and ScrumMasters need training. The team also needs to learn to say no. Scope Decrease Scope decreases are just as bad as scope increases. Usually, graphs above show that the team did a poor job of estimating their stories and part way through had to reduce scope to change the iteration. This will happen once in a while, but if you find it’s a pattern on your team, you need to re-evaluate planning. Some teams are hopelessly optimistic. In those cases, I’ll introduce a task I call “Uncertainty.” With Uncertainty, the team estimates how many hours they might need if things don’t go well with the tasks they’ve defined. They try to estimate things that could go poorly and increase the time appropriately. Having an Uncertainty task allows them to have a low and high estimate. Uncertainty should not just be an arbitrary buffer. It must correlate to real uncertainty in the tasks that have been defined. Stories are too Big Often, we see graphs like the ones above. Note that the burndown looks fairly good, other than the chunky acceptance of stories. However, when you look at cumulative flow, you can see that at one point, everything is in progress. This is a bad thing. When you see graphs like this, you’re in one of two states. You may just have a very small team and can only handle one or two stories in your iteration. If you have more than one or two people, then the most likely problem is that your stories are far too big. To combat this, break large high hour stories into smaller pieces that can be completed independently and accepted independently. If you don’t, you’ll likely be requiring your testers to do heroic things to complete testing on the last day of the iteration and you’re much more likely to have the entire iteration fail, because of the limited amount of things that can be completed. Summary There are other charts that can be useful when doing scrum. If you don’t have any big visible charts, you really need to evaluate your process and change. These charts can provide the team a wealth of information and help you write better software. If you have any questions about charts that you’re seeing on your team, contact me with a screen capture of the charts and I’ll tell you what I’m seeing in those charts. I always want this information to be useful, so please let me know if you have other questions. Technorati Tags: Agile

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• Rebuilding CoasterBuzz, Part III: The architecture using the "Web stack of love"

  - by Jeff

  This is the third post in a series about rebuilding one of my Web sites, which has been around for 12 years. I hope to relaunch in the next month or two. More: Part I: Evolution, and death to WCF Part II: Hot data objects I finally hit a point in the re-do of CoasterBuzz where I feel like the major pieces are in place... rewritten, ported and what not, so that I can focus now on front-end design and more interesting creative problems. I've been asked on more than one occasion (OK, just twice) what's going on under the covers, so I figure this might be a good time to explain the overall architecture. As it turns out, I'm using a whole lof of the "Web stack of love," as Scott Hanselman likes to refer to it. Oh that Hanselman. First off, at the center of it all, is BizTalk. Just kidding. That's "enterprise architecture" humor, where every discussion starts with how they'll use BizTalk. Here are the bigger moving parts: It's fairly straight forward. A common library lives in a number of Web apps, all of which are (or will be) powered by ASP.NET MVC 4. They all talk to the same database. There is the main Web site, which also has the endpoint for the Silverlight-based Feed app. The cstr.bz site handles redirects, which are generated when news items are published and sent to Twitter. Facebook publishing is handled via the RSS Graffiti Facebook app. The API site handles requests from the Windows Phone app. The main site depends very heavily on POP Forums, the open source, MVC-based forum I maintain. It serves a number of functions, primarily handling users. These user objects serve in non-forum roles to handle things like news and database contributions, maintaining track records (coaster nerd for "list of rides I've been on") and, perhaps most importantly, paid club memberships. Before I get into more specifics, note that the "glue" for everything is Ninject, the dependency injection framework. I actually prefer StructureMap these days, but I started with Ninject in POP Forums a long time ago. POP Forums has a static class, PopForumsActivation, that new's up an instance of the container, and you can call it from where ever. The downside is that the forums require Ninject in your MVC app as the default dependency resolver. At some point, I'll decouple it, but for now it's not in the way. In the general sense, the entire set of apps follow a repository-service-controller-view pattern. Repos just do data access, service classes do business logic, controllers compose and route, views view. The forum also provides Scoring Game functionality. The Scoring Game is a reasonably abstract framework to award users points based on certain actions, and then award achievements when a certain number of point events happen. For example, the forum already awards a point when someone plus-one's a post you made. You can set up an achievement that says, "Give the user an award when they've had 100 posts plus'd." It also does zero-point entries into the ledger, so if you make a post, you could award an achievement based on 100 posts made. Wiring in the scoring game to CoasterBuzz functionality is just a matter of going to the Ninject container and getting an instance of the event publisher, and passing it events. Forum adapters were introduced into POP Forums a few versions ago, and they can intercept the model generated for forum topic lists and threads and designate an alternate view. These are used to make the "Day in Pictures" forum, where users can upload photos as frame-by-frame photo threads. Another adapter adds an association UI, so users can associate specific amusement parks with their trip report posts. The Silverlight-based Feed app talks to a simple JSON endpoint in the main app. This uses an underlying library I wrote ages ago, simply called Feeds, that aggregates event information. You inherit from a base class that creates instances of a publisher interface, and then use that class to send it an event type and any number of data fields. Feeds has two publishers: One is to the database, and that's used for the endpoint that talks to the Silverlight app. The second publisher publishes to Twitter, if the event is of the type "news." The wiring is a little strange, because for the new posts and topics events, I'm actually pulling out the forum repository classes from the Ninject container and replacing them with overridden methods to publish. I should probably be doing this at the service class level, but whatever. It's my mess. cstr.bz doesn't do anything interesting. It looks up the path, and if it has a match, does a 301 redirect to the long URL. The API site just serves up JSON for the Windows Phone app. The Windows Phone app is Silverlight, of course, and there isn't much to it. It does use the control toolkit, but beyond that, it relies on a simple class that creates a Webclient and calls the server for JSON to deserialize. The same class is now used by the Feed app, which used to use WCF. Simple is better. Data access in POP Forums is all straight SQL, because a lot of it was ported from the ASP.NET version. Most CoasterBuzz data access is handled by the Entity Framework, using the code-first model. The context class in this case does a lot of work to make sure that the table and key mapping works, since much of it breaks from the normal conventions of EF. One of the more powerful things you can do with EF, once you understand the little gotchas, is split tables by row into different entities. For example, a roller coaster photo has everything in the same row, including the metadata, the thumbnail bytes and the image itself. Obviously, if you want to get a list of photos to iterate over in a view, you don't want to get the image data. The use of navigation properties makes it easier to get just what you want. The front end includes Razor views in MVC, and jQuery is used for client-side goodness. I'm also using jQuery UI in a few places, for tabs, a dialog box and autocomplete. I'm also, tentatively, using jQuery Mobile. I've already ported most forum views to Mobile, but they need some work as v1.1 isn't finished yet. I'm not sure if I'll ship CoasterBuzz with mobile views or not yet. It's on the radar, but not something in my delivery criteria. That covers all of the big frameworks in play. Next time I hope to talk more about the front-end experience, which to me is where most of the fun is these days. Hoping to launch in the next month or two. Getting tired of looking at the old site!

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• CodePlex Daily Summary for Tuesday, July 02, 2013

  CodePlex Daily Summary for Tuesday, July 02, 2013Popular ReleasesMastersign.Expressions: Mastersign.Expressions v0.4.2: added support for if(<cond>, <true-part>, <false-part>) fixed multithreading issue with rand() improved demo applicationNB_Store - Free DotNetNuke Ecommerce Catalog Module: NB_Store v2.3.6 Rel0: v2.3.6 Is now DNN6 and DNN7 compatible Important : During update this install with overwrite the menu.xml setting, if you have changed this then make a backup before you upgrade and reapply your changes after the upgrade. Please view the following documentation if you are installing and configuring this module for the first time System Requirements Skill requirements Downloads and documents Step by step guide to a working store Please ask all questions in the Discussions tab. Document.Editor: 2013.26: What's new for Document.Editor 2013.26: New Insert Chart Improved User Interface Minor Bug Fix's, improvements and speed upsWsus Package Publisher: Release V1.2.1307.01: Fix an issue in the UI, approvals are not shown correctly in the 'Report' tabDirectX Tool Kit: July 2013: July 1, 2013 VS 2013 Preview projects added and updates for DirectXMath 3.05 vectorcall Added use of sRGB WIC metadata for JPEG, PNG, and TIFF SaveToWIC functions updated with new optional setCustomProps parameter and error check with optional targetFormatCore Server 2012 Powershell Script Hyper-v Manager: new_root.zip: Verison 1.0JSON Toolkit: JSON Toolkit 4.1.736: Improved strinfigy performance New serializing feature New anonymous type support in constructorsDotNetNuke® IFrame: IFrame 04.05.00: New DNN6/7 Manifest file and Azure Compatibility.VidCoder: 1.5.2 Beta: Fixed crash on presets with an invalid bitrate.Gardens Point LEX: Gardens Point LEX version 1.2.1: The main distribution is a zip file. This contains the binary executable, documentation, source code and the examples. ChangesVersion 1.2.1 has new facilities for defining and manipulating character classes. These changes make the construction of large Unicode character classes more convenient. The runtime code for performing automaton backup has been re-implemented, and is now faster for scanners that need backup. Source CodeThe distribution contains a complete VS2010 project for the appli...ZXMAK2: Version 2.7.5.7: - fix TZX emulation (Bruce Lee, Zynaps) - fix ATM 16 colors for border - add memory module PROFI 512K; add PROFI V03 rom image; fix PROFI 3.XX configTwitter image Downloader: Twitter Image Downloader 2 with Installer: Application file with Install shield and Dot Net 4.0 redistributableUltimate Music Tagger: Ultimate Music Tagger 1.0.0.0: First release of Ultimate Music TaggerBlackJumboDog: Ver5.9.2: 2013.06.28 Ver5.9.2 (1) ??????????(????SMTP?????)?????????? (2) HTTPS???????????Outlook 2013 Add-In: Configuration Form: This new version includes the following changes: - Refactored code a bit. - Removing configuration from main form to gain more space to display items. - Moved configuration to separate form. You can click the little "gear" icon to access the configuration form (still very simple). - Added option to show past day appointments from the selected day (previous in time, that is). - Added some tooltips. You will have to uninstall the previous version (add/remove programs) if you had installed it ...Terminals: Version 3.0 - Release: Changes since version 2.0:Choose 100% portable or installed version Removed connection warning when running RDP 8 (Windows 8) client Fixed Active directory search Extended Active directory search by LDAP filters Fixed single instance mode when running on Windows Terminal server Merged usage of Tags and Groups Added columns sorting option in tables No UAC prompts on Windows 7 Completely new file persistence data layer New MS SQL persistence layer (Store data in SQL database)...NuGet: NuGet 2.6: Released June 26, 2013. Release notes: http://docs.nuget.org/docs/release-notes/nuget-2.6Python Tools for Visual Studio: 2.0 Beta: We’re pleased to announce the release of Python Tools for Visual Studio 2.0 Beta. Python Tools for Visual Studio (PTVS) is an open-source plug-in for Visual Studio which supports programming with the Python language. PTVS supports a broad range of features including CPython/IronPython, Edit/Intellisense/Debug/Profile, Cloud, HPC, IPython, and cross platform debugging support. For a quick overview of the general IDE experience, please watch this video: http://www.youtube.com/watch?v=TuewiStN...Player Framework by Microsoft: Player Framework for Windows 8 and WP8 (v1.3 beta): Preview: New MPEG DASH adaptive streaming plugin for Windows Azure Media Services Preview: New Ultraviolet CFF plugin. Preview: New WP7 version with WP8 compatibility. (source code only) Source code is now available via CodePlex Git Misc bug fixes and improvements: WP8 only: Added optional fullscreen and mute buttons to default xaml JS only: protecting currentTime from returning infinity. Some videos would cause currentTime to be infinity which could cause errors in plugins expectin...AssaultCube Reloaded: 2.5.8: SERVER OWNERS: note that the default maprot has changed once again. Linux has Ubuntu 11.10 32-bit precompiled binaries and Ubuntu 10.10 64-bit precompiled binaries, but you can compile your own as it also contains the source. If you are using Mac or other operating systems, please wait while we continue to try to package for those OSes. Or better yet, try to compile it. If it fails, download a virtual machine. The server pack is ready for both Windows and Linux, but you might need to compi...New ProjectsALM Rangers DevOps Tooling and Guidance: Practical tooling and guidance that will enable teams to realize a faster deployment based on continuous feedback.Core Server 2012 Powershell Script Hyper-v Manager: Free core Server 2012 powershell scripts and batch files that replace the non-existent hyper-v manager, vmconnect and mstsc.Enhanced Deployment Service (EDS): EDS is a web service based utility designed to extend the deployment capabilities of administrators with the Microsoft Deployment Toolkit.ExtendedDialogBox: Libreria DialogBoxJazdy: This project is here only because we wanted to take advantage of a public git server.Mon Examen: This web interface is meant to make examinationsneet: summaryOrchard Multi-Choice Voting: A multiple choice voting Orchard module.Particle Swarm Optimization Solving Quadratic Assignment Problem: This project is submitted for the solving of QAP using PSO algorithms with addition of some modification Porjects: 23123123PPL Power Pack: PPL Power PackProperty Builder: Visual Studio tool for speeding up process of coding class properties getters and setters.RedRuler for Redline: I tried some on-screen rulers, none of them help me measure the UI element quickly based on the Redline. So I decided to created this handy RedRuler tool. Royale Living: Mahindra Royale Community PortalSearch and booking Hotel or Tours: Ð? án nghiên c?u c?a sinh viên tdt theo mô hình mvc 4SystemBuilder.Show: This tool is a helper after you create your project in visual studio to create the respective objects and interface. TalentDesk: new ptojectTcmplex: The Training Center teaches many different kind of course such as English, French, Computer hardware and computer softwareTFS Reporting Guide: Provides guidance and samples to enable TFS users to generate reports based on WIT data.Umbraco AdaptiveImages: Adaptive Images Package for UmbracoVirtualNet - A ILcode interpreter/emulator written in C++/Assembly: VirtualNet is a interpreter/emulator for running .net code in native without having to install the .Net FrameWorkVisual Blocks: Visual Blocks ????IDE ????? ??????? ????? ????/?? Visual Studio and Cloud Based Mobile Device Testing: Practical guidance enabling field to remove blockers to adoption and to use and extend the Perfecto Mobile Cloud Device testing within the context of VS.Windows 8 Time Picker for Windows Phone: A Windows Phone implementation of the Time Picker control found in the Windows 8.1 Alarms app.???? - SmallBasic?: ?????????

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• Using SSIS to send a HTML E-Mail Message with built-in table of Counts.

  - by Kevin Shyr

  For the record, this can be just as easily done with a .NET class with a DLL call.  The two major reasons for this ending up as a SSIS package are: There are a lot of SQL resources for maintenance, but not as many .NET developers. There is an existing automated process that links up SQL Jobs (more on that in the next post), and this is part of that process.   To start, this is what the SSIS looks like: The first part of the control flow is just for the override scenario.   In the Execute SQL Task, it calls a stored procedure, which already formats the result into XML by using "FOR XML PATH('Row'), ROOT(N'FieldingCounts')".  The result XML string looks like this: <FieldingCounts>   <Row>     <CellId>M COD</CellId>     <Mailed>64</Mailed>     <ReMailed>210</ReMailed>     <TotalMail>274</TotalMail>     <EMailed>233</EMailed>     <TotalSent>297</TotalSent>   </Row>   <Row>     <CellId>M National</CellId>     <Mailed>11</Mailed>     <ReMailed>59</ReMailed>     <TotalMail>70</TotalMail>     <EMailed>90</EMailed>     <TotalSent>101</TotalSent>   </Row>   <Row>     <CellId>U COD</CellId>     <Mailed>91</Mailed>     <ReMailed>238</ReMailed>     <TotalMail>329</TotalMail>     <EMailed>291</EMailed>     <TotalSent>382</TotalSent>   </Row>   <Row>     <CellId>U National</CellId>     <Mailed>63</Mailed>     <ReMailed>286</ReMailed>     <TotalMail>349</TotalMail>     <EMailed>374</EMailed>     <TotalSent>437</TotalSent>   </Row> </FieldingCounts>  This result is saved into an internal SSIS variable with the following settings on the General tab and the Result Set tab:   Now comes the trickier part.  We need to use the XML Task to format the XML string result into an HTML table, and I used Direct input XSLT And here is the code of XSLT: <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:output method="html" indent="yes"/>   <xsl:template match="/ROOT">         <table border="1" cellpadding="6">           <tr>             <td></td>             <td>Mailed</td>             <td>Re-mailed</td>             <td>Total Mail (Mailed, Re-mailed)</td>             <td>E-mailed</td>             <td>Total Sent (Mailed, E-mailed)</td>           </tr>           <xsl:for-each select="FieldingCounts/Row">             <tr>               <xsl:for-each select="./*">                 <td>                   <xsl:value-of select="." />                 </td>               </xsl:for-each>             </tr>           </xsl:for-each>         </table>   </xsl:template> </xsl:stylesheet>    Then a script task is used to send out an HTML email (as we are all painfully aware that SSIS Send Mail Task only sends plain text) Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 using System; using System.Data; using Microsoft.SqlServer.Dts.Runtime; using System.Windows.Forms; using System.Net.Mail; using System.Net;   namespace ST_b829a2615e714bcfb55db0ce97be3901.csproj {     [System.AddIn.AddIn("ScriptMain", Version = "1.0", Publisher = "", Description = "")]     public partial class ScriptMain : Microsoft.SqlServer.Dts.Tasks.ScriptTask.VSTARTScriptObjectModelBase     {           #region VSTA generated code         enum ScriptResults         {             Success = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Success,             Failure = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Failure         };         #endregion           public void Main()         {             String EmailMsgBody = String.Format("<HTML><BODY><P>{0}</P><P>{1}</P></BODY></HTML>"                                                 , Dts.Variables["Config_SMTP_MessageSourceText"].Value.ToString()                                                 , Dts.Variables["InternalStr_CountResultAfterXSLT"].Value.ToString());             MailMessage EmailCountMsg = new MailMessage(Dts.Variables["Config_SMTP_From"].Value.ToString().Replace(";", ",")                                                         , Dts.Variables["Config_SMTP_Success_To"].Value.ToString().Replace(";", ",")                                                         , Dts.Variables["Config_SMTP_SubjectLinePrefix"].Value.ToString() + " " + Dts.Variables["InternalStr_FieldingDate"].Value.ToString()                                                         , EmailMsgBody);             //EmailCountMsg.From.             EmailCountMsg.CC.Add(Dts.Variables["Config_SMTP_Success_CC"].Value.ToString().Replace(";", ","));             EmailCountMsg.IsBodyHtml = true;               SmtpClient SMTPForCount = new SmtpClient(Dts.Variables["Config_SMTP_ServerAddress"].Value.ToString());             SMTPForCount.Credentials = CredentialCache.DefaultNetworkCredentials;               SMTPForCount.Send(EmailCountMsg);               Dts.TaskResult = (int)ScriptResults.Success;         }     } } Note on this code: notice the email list has Replace(";", ",").  This is only here because the list is configurable in the SQL Job Step at Set Values, which does not react well with colons as email separator, but system.Net.Mail only handles comma as email separator, hence the extra replace in the string. The result is a nicely formatted email message with count information:

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• Master Data

  - by david.butler(at)oracle.com

  Let's take a deeper look at what we mean when we talk about 'Master' data. In its most general sense, master data is data that exists in more than one operational application. These are the applications that automate business processes. These applications require significant amounts of data to function correctly.  This includes data about the objects that are involved in transactions, as well as the transaction data itself.  For example, when a customer buys a product, the transaction is managed by a sales application.  The objects of the transaction are the Customer and the Product.  The transactional data is the time, place, price, discount, payment methods, etc. used at the point of sale. Many thousands of transactional data attributes are needed within the application. These important data elements are local to the applications and have no bearing on other applications. Harmonization and synchronization across applications is not necessary. The Customer and Product objects of the transaction also have a large number of attributes. Customer for example, includes hierarchies, hierarchical and matrixed relationships, contacts, classifications, preferences, accounts, identifiers, profiles, and addresses galore for 'ship to', 'mail to'; 'service at'; etc. Dozens of attributes exist for individuals, hundreds for organizations, and thousands for products. This data has meaning beyond any particular application. It exists in many applications and drives the vital cross application enterprise business processes. These are the processes that define and differentiate the organization. At every decision point, information about the objects of the process determines the direction of the process flow. This is the nature of the data that exists in more than one application, and this is why we call it 'master data'. Let me elaborate. Parties Oracle has developed a party schema to model all participants in your daily business operations. It models people, organizations, groups, customers, contacts, employees, and suppliers. It models their accounts, locations, classifications, and preferences.  And most importantly, it models the vast array of hierarchical and matrixed relationships that exist between all the participants in your real world operations.  The model logically separates people and organizations from their relationships and accounts.  This separation creates flexibility unmatched in the industry and accounts for the fact that the Oracle schema for Customers, Suppliers, and Accounts is a true superset of the wide variety of commercial and homegrown customer models in existence. Sites Sites are places where business is conducted. They can be addresses, clusters such as retail malls, locations within a cluster, floors within a building, places where meters are located, rooms on floors, etc.  Fully understanding all attributes of a site is key to many business processes. Attributes such as 'noise abatement policy' at a point of delivery, or the size of an oven in a business kitchen drive day-to-day activities such as delivery schedules or food promotions. Typically this kind of data is siloed in departments and scattered across applications and spreadsheets.  This leads to conflicting information and poor operational efficiencies. Oracle's Global Single Schema can hold all site attributes in one place and enables a single version of authoritative site information across the enterprise. Products and Services The Oracle Global Single Schema also includes a number of entities that define the products and services a company creates and offers for sale. Key entities include Items organized into Catalogs and Price Lists. The Catalog structures provide for the ability to capture different views of a product such as engineering, manufacturing, and service which are based on a unified product model. As a result, designers, manufacturing engineers, purchasers and partners can work simultaneously on a common product definition. The Catalog schema allows for unlimited attributes, combines them into meaningful groups, and maps them to catalog categories to track these different types of information. The model also maps an unlimited number of functional structures for each item. For example, multiple Bills of Material (BOMs) can be constructed representing requirements BOM, features BOM, and packaging BOM for an item. The Catalog model also supports hierarchical information about each item and all standard Global Data Synchronization attributes. Business Processes Utilizing Linked Data Entities Each business entity codified into a centralized master data environment significantly improves the efficiency of the automated business processes that use the consolidated data.  When all the key business entities used by an organization's process are so consolidated, the advantages are multiplied.  The primary reason for business process breakdowns (i.e. data errors across application boundaries) is eliminated. All processes are positively impacted and business process automation is itself automated.  I like to use the "Call to Resolution" business process as an example to help illustrate this important point. It involves call center applications, service applications, RMA applications, transportation applications, inventory applications, etc. Customer, Site, Product and Supplier master data must all be correct and consistent across these applications.  What's more, the data relationships between customer and product, and product and suppliers must be right. This is the minimum quality needed to insure the business process flows without error. But that is not the end of the story. Critical master data attributes such as customer loyalty, profitability, credit worthiness, and propensity to buy can optimize the call center point of contact component of the process. Critical product information such as alternative parts or equivalent products can optimize the resolution selected by the process. A comprehensive understanding of the 'service at' location can help insure multiple trips are avoided in the process. Full supplier information on reliability, delivery delays, and potential alternates can prevent supplier exceptions and play a significant role in optimizing the process.  In other words, these master data attributes enable the optimization of the "Call to Resolution" enterprise business process. Master data supports and guides business process flows. Thus the phrase 'Master Data' is indeed appropriate. MDM is the software that houses, manages, and governs the master data that resides in all applications and controls the enterprise business processes. A complete master data solution takes a data model that holds fully attributed master data entities and their inter-relationships. Oracle has this model. Oracle, with its deep understanding of application data is the logical choice for managing all your master data within the enterprise whether or not your organization actually runs any Oracle Applications.

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• How-to delete a tree node using the context menu

  - by frank.nimphius

  Hierarchical trees in Oracle ADF make use of View Accessors, which means that only the top level node needs to be exposed as a View Object instance on the ADF Business Components Data Model. This also means that only the top level node has a representation in the PageDef file as a tree binding and iterator binding reference. Detail nodes are accessed through tree rule definitions that use the accessor mentioned above (or nested collections in the case of POJO or EJB business services). The tree component is configured for single node selection, which however can be declaratively changed for users to press the ctrl key and selecting multiple nodes. In the following, I explain how to create a context menu on the tree for users to delete the selected tree nodes. For this, the context menu item will access a managed bean, which then determines the selected node(s), the internal ADF node bindings and the rows they represent. As mentioned, the ADF Business Components Data Model only needs to expose the top level node data sources, which in this example is an instance of the Locations View Object. For the tree to work, you need to have associations defined between entities, which usually is done for you by Oracle JDeveloper if the database tables have foreign keys defined Note: As a general hint of best practices and to simplify your life: Make sure your database schema is well defined and designed before starting your development project. Don't treat the database as something organic that grows and changes with the requirements as you proceed in your project. Business service refactoring in response to database changes is possible, but should be treated as an exception, not the rule. Good database design is a necessity – even for application developers – and nothing evil. To create the tree component, expand the Data Controls panel and drag the View Object collection to the view. From the context menu, select the tree component entry and continue with defining the tree rules that make up the hierarchical structure. As you see, when pressing the green plus icon  in the Edit Tree Binding  dialog, the data structure, Locations -  Departments – Employees in my sample, shows without you having created a View Object instance for each of the nodes in the ADF Business Components Data Model. After you configured the tree structure in the Edit Tree Binding dialog, you press OK and the tree is created. Select the tree in the page editor and open the Structure Window (ctrl+shift+S). In the Structure window, expand the tree node to access the conextMenu facet. Use the right mouse button to insert a Popup  into the facet. Repeat the same steps to insert a Menu and a Menu Item into the Popup you created. The Menu item text should be changed to something meaningful like "Delete". Note that the custom menu item later is added to the context menu together with the default context menu options like expand and expand all. To define the action that is executed when the menu item is clicked on, you select the Action Listener property in the Property Inspector and click the arrow icon followed by the Edit menu option. Create or select a managed bean and define a method name for the action handler. Next, select the tree component and browse to its binding property in the Property Inspector. Again, use the arrow icon | Edit option to create a component binding in the same managed bean that has the action listener defined. The tree handle is used in the action listener code, which is shown below: public void onTreeNodeDelete(ActionEvent actionEvent) {   //access the tree from the JSF component reference created   //using the af:tree "binding" property. The "binding" property   //creates a pair of set/get methods to access the RichTree instance   RichTree tree = this.getTreeHandler();   //get the list of selected row keys   RowKeySet rks = tree.getSelectedRowKeys();   //access the iterator to loop over selected nodes   Iterator rksIterator = rks.iterator();          //The CollectionModel represents the tree model and is   //accessed from the tree "value" property   CollectionModel model = (CollectionModel) tree.getValue();   //The CollectionModel is a wrapper for the ADF tree binding   //class, which is JUCtrlHierBinding   JUCtrlHierBinding treeBinding =                  (JUCtrlHierBinding) model.getWrappedData();          //loop over the selected nodes and delete the rows they   //represent   while(rksIterator.hasNext()){     List nodeKey = (List) rksIterator.next();     //find the ADF node binding using the node key     JUCtrlHierNodeBinding node =                       treeBinding.findNodeByKeyPath(nodeKey);     //delete the row.     Row rw = node.getRow();       rw.remove();   }          //only refresh the tree if tree nodes have been selected   if(rks.size() > 0){     AdfFacesContext adfFacesContext =                          AdfFacesContext.getCurrentInstance();     adfFacesContext.addPartialTarget(tree);   } } Note: To enable multi node selection for a tree, select the tree and change the row selection setting from "single" to "multiple". Note: a fully pictured version of this post will become available at the end of the month in a PDF summary on ADF Code Corner : http://www.oracle.com/technetwork/developer-tools/adf/learnmore/index-101235.html 

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• Clarity is important, both in question and in answer.

  - by gerrylowry

  clarity is important ... i'm often reminded of the Clouseau movie in which Peter Sellers as Chief Inspector Clouseau asks a hotel clerk "Does your dog bite?" ... the clerk answers "no" ... after Clouseau has been bitten by the dog, he looks at the hotel clerk who says "That's not my dog".  Clarity is important, both in question and in answer. i've been a member of forums.asp.net since 2008 ... like many of my peers at forums.asp.net, i've answered my fair share of questions. FWIW, the purpose of this, my first web log post to http://weblogs.asp.net/gerrylowry is to help new members ask better questions and in turn get better answers. TIMTOWTDI  =.  there is more than one way to do it imho, the best way to ask a question in any forum, or even person to person, is to first formulate your question and then ask yourself to answer your own question. Things to consider when asking (the more complete your question, the more likely you'll get the answer you require): -- have you searched Google and/or your favourite search engine(s) before posting your question to forums.asp.net; examples: site:msdn.microsoft.com entity framework 5.0 c#http://lmgtfy.com/?q=site%3Amsdn.microsoft.com+entity+framework+5.0+c%23 site:forums.asp.net MVC tutorial c#http://lmgtfy.com/?q=site%3Aforums.asp.net+MVC+tutorial+c%23 -- are you asking your question in the correct forum?  look at the forums' descriptions at http://forums.asp.net/; examples: Getting Started If you have a general ASP.NET question on a topic that's not covered by one of the other more specific forums - ask it here. MVC Discussions regarding ASP.NET Model-View-Controller (MVC) C# Questions about using C# for ASP.NET development Note:  if your question pertains more to c# than to MVC, choosing the C# forum is likely to be more appropriate. -- is your post subject clear and concise, yet not too vague? compare these three subjects (all three had something to do with GridView):     (1)    please help     (2)    gridview      (3)    How to show newline in GridView  -- have you clearly explained your scenario? compare:  my leg hurts   with   when i walk too much, my right knee hurts in the knee joint  compare:  my code does not work    with    when i enter a date as 2012-11-8, i get a FormatException -- have you checked your spelling, your grammar, and your English? for better or worse, English is the language of forums.asp.net ... many of the currently 170000++ forums.asp.net are not native speakers of English; that's okay ... however, there are times when choosing the more appropriate words will likely get one a better answer; fortunately, there are web tools to help you formulate your question, for example, http://translate.google.com/.  -- have you provided relevant information about your environment? here are a few examples ... feel free to include other items to your question ... rule of thumb:  if you think a given detail is relevant, it likely is -- what technology are you using?    ASP.NET MVC 4, ASP.NET MVC 3, WebForms, ...  -- what version of Visual Studio are you using?  vs2012 (ultimate, professional, express), vs2010, vs2008 ... -- are you hosting your own website?  are you using a shared hosting service? -- are you experience difficulties in just one browser? more than one browser? -- what browser version(s) are you using?   ie8? ie9? ... -- what is your operating system?     win8, win7, vista, XP, server 2008 R2 ... -- what is your database?   SQL Server 2008 R2, ss2005, MySQL, Oracle, ... -- what is your web server?  iis 7.5, iis 6, .... -- have you provided enough information for someone to be able to answer your question? Here's an actual example from an O.P. that i hope is self-explanatory: I'm trying to make a simple calculator when i write the code in windows application it worked when i tried it in web application it doesn't work and there are no errors what should i do ??!! -- have you included unnecessary information? more than once, i've seen the O.P. (original post, original poster) include many extra lines of code that were not relevant to the actual question; the more unnecessary code that you include, the less likely your volunteer peers will be motivated to donate their time to help you. -- have you asked the question that you want answered? "Does this dog bite?" -- are your expectations reasonable? -- generally, persons who are going to answer your questions are your peers ... they are unpaid volunteers ... -- are you looking for help with your homework, work assignment, or hobby? or, are you expecting someone else to do your work for you?  -- do you expect a complete solution or are you simply looking for guidance and direction? -- you are likely to get more help by first making a reasonable effort to help yourself first Clarity is important, both in question and in answer. if you are answering someone else's question, please remember that clear answers are just as important as clear questions; would you understand your own answer? Things to consider when answering: -- have you tested your code example?  if you have, say so; if you've not tested your code example, also say so -- imho, it's okay to guess as long as you clearly state that you're guessing ... sometimes a wrong guess can still help the O.P. find her/his way to the right answer -- meanness does not contribute to being helpful; sometimes one may become frustrated with the O.P. and/or others participating in a thread, if that happens to you, be kind regardless; speaking from my own experience, at least once i've allowed myself to be frustrated into writing something inappropriate that i've regretted later ... being a meany does not feel good ... being kind and helpful feels fantastic! Tip:  before asking your question, read more than a few existing questions and answers to get a sense of how your peers ask and answer questions. Gerry P.S.:  try to avoid necroposting and piggy backing. necroposting is adding to an old post, especially one that was resolved months ago. piggy backing is adding your own question to someone else's thread.

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• How to Never Use iTunes With Your iPhone, iPad, or iPod Touch

  - by Chris Hoffman

  iTunes isn’t an amazing program on Windows. There was a time when Apple device users had to plug their devices into their PCs or Macs and use iTunes for device activation, updates, and syncing, but iTunes is no longer necessary. Apple still allows you to use iTunes for these things, but you don’t have to. Your iOS device can function independently from iTunes, so you should never be forced to plug it into a PC or Mac. Device Activation When the iPad first came out, it was touted as a device that could replace full PCs and Macs for people who only needed to perform light computing tasks. Yet, to set up a new iPad, users had to plug it into a PC or Mac running iTunes and use iTunes to activate the device. This is no longer necessary. With new iPads, iPhones, and iPod Touches, you can simply go through the setup process after turning on your new device without ever having to plug it into iTunes. Just connect to a Wi-Fi or cellular data network and log in with your Apple ID when prompted. You’ll still see an option that allows you to activate the device via iTunes, but this should only be necessary if you don’t have a wireless Internet connection available for your device. Operating System Updates You no longer have to use Apple’s iTunes software to update to a new version of Apple’s iOS operating system, either. Just open the Settings app on your device, select the General category, and tap Software Update. You’ll be able to update right from your device without ever opening iTunes. Purchased iTunes Media Apple allows you to easily access content you’ve purchased from the iTunes Store on any device. You don’t have to connect your device to your computer and sync via iTunes. For example, you can purchase a movie from the iTunes Store. Then, without any syncing, you can open the iTunes Store app on any of your iOS devices, tap the Purchased section, and see stuff you’ve downloaded. You can download the content right from the store to your device. This also works for apps — apps you purchase from the App Store can be accessed in the Purchased section on the App Store on your device later. You don’t have to sync apps from iTunes to your device, although iTunes still allows you to. You can even set up automatic downloads from the iTunes & App Store settings screen. This would allow you to purchase content on one device and have it automatically download to your other devices without any hassle. Music Apple allows you to re-download purchased music from the iTunes Store in the same way. However, there’s a good chance you have your own music you didn’t purchase from iTunes. Maybe you spent time ripping it all from your old CDs and you’ve been syncing it to your devices via iTunes ever since. Apple’s solution for this is named iTunes Match. This feature isn’t free, but it’s not a bad deal at all. For $25 per year, Apple allows you to upload all your music to your iCloud account. You can then access all your music from any iPhone, IPad, or iPod Touch. You can stream all your music — perfect if you have a huge library and little storage on your device — and choose which songs you want to download to your device for offline use. When you add additional music to your computer, iTunes will notice it and upload it using iTunes Match, making it available for streaming and downloading directly from your iOS devices without any syncing. This feature is named iTunes Match because it doesn’t just upload music — if Apple already has a song you upload, it will “match” your song with Apple’s copy. This means you may get higher-quality versions of your songs if you ripped them from CD at a lower bitrate. Podcasts You don’t have to use iTunes to subscribe to podcasts and sync them to your devices. Even if you have a lowly iPod Touch, you can install APple’s Podcasts app from the app store. Use it to subscribe to podcasts and configure them to automatically download directly to your device. You can use other podcast apps for this, too. Backups You can continue backing up your device’s data through iTunes, generating local backups that are stored on your computer. However, new iOS devices are configured to automatically back up their data to iCloud. This happens automatically in the background without you even having to think about it, and you can restore such backups when setting up a device simply by logging in with your Apple ID. Personal Data In the days of PalmPilots, people would use desktop programs like iTunes to sync their email, contacts, and calendar events with their mobile devices. You probably shouldn’t have to sync this data form your computer. Just sign into your email account — for example, a Gmail account — on your device and iOS will automatically pull your email, contacts, and calendar events from your associated account. Photos Rather than connecting your iOS device to your computer and syncing photos from it, you can use an app that automatically uploads your photos to a web service. Dropbox, Google+, and even Flickr all have this feature in their apps. You’ll be able to access your photos from any computer and have a backup copy without any syncing required. You may still need to use iTunes if you want to sync local music without paying for iTunes Match or copy local video files to your device. Copying large local files over is the only real scenario where you’d need iTunes. If you don’t need to copy such files over, you can go ahead and uninstall iTunes from your Windows PC if you like. You shouldn’t need it.     

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• Securing an ADF Application using OES11g: Part 1

  - by user12587121

  Future releases of the Oracle stack should allow ADF applications to be secured natively with Oracle Entitlements Server (OES). In a sequence of postings here I explore one way to achive this with the current technology, namely OES 11.1.1.5 and ADF 11.1.1.6. ADF Security Basics ADF Bascis The Application Development Framework (ADF) is Oracle’s preferred technology for developing GUI based Java applications.  It can be used to develop a UI for Swing applications or, more typically in the Oracle stack, for Web and J2EE applications.  ADF is based on and extends the Java Server Faces (JSF) technology.  To get an idea, Oracle provides an online demo to showcase ADF components. ADF can be used to develop just the UI part of an application, where, for example, the data access layer is implemented using some custom Java beans or EJBs.  However ADF also has it’s own data access layer, ADF Business Components (ADF BC) that will allow rapid integration of data from data bases and Webservice interfaces to the ADF UI component.   In this way ADF helps implement the MVC  approach to building applications with UI and data components. The canonical tutorial for ADF is to open JDeveloper, define a connection to a database, drag and drop a table from the database view to a UI page, build and deploy.  One has an application up and running very quickly with the ability to quickly integrate changes to, for example, the DB schema. ADF allows web pages to be created graphically and components like tables, forms, text fields, graphs and so on to be easily added to a page.  On top of JSF Oracle have added drag and drop tooling with JDeveloper and declarative binding of the UI to the data layer, be it database, WebService or Java beans.  An important addition is the bounded task flow which is a reusable set of pages and transitions.   ADF adds some steps to the page lifecycle defined in JSF and adds extra widgets including powerful visualizations. It is worth pointing out that the Oracle Web Center product (portal, content management and so on) is based on and extends ADF. ADF Security ADF comes with it’s own security mechanism that is exposed by JDeveloper at development time and in the WLS Console and Enterprise Manager (EM) at run time. The security elements that need to be addressed in an ADF application are: authentication, authorization of access to web pages, task-flows, components within the pages and data being returned from the model layer. One  typically relies on WLS to handle authentication and because of this users and groups will also be handled by WLS.  Typically in a Dev environment, users and groups are stored in the WLS embedded LDAP server. One has a choice when enabling ADF security (Application->Secure->Configure ADF Security) about whether to turn on ADF authorization checking or not: In the case where authorization is enabled for ADF one defines a set of roles in which we place users and then we grant access to these roles to the different ADF elements (pages or task flows or elements in a page). An important notion here is the difference between Enterprise Roles and Application Roles. The idea behind an enterprise role is that is defined in terms of users and LDAP groups from the WLS identity store.  “Enterprise” in the sense that these are things available for use to all applications that use that store.  The other kind of role is an Application Role and the idea is that  a given application will make use of Enterprise roles and users to build up a set of roles for it’s own use.  These application roles will be available only to that application.   The general idea here is that the enterprise roles are relatively static (for example an Employees group in the LDAP directory) while application roles are more dynamic, possibly depending on time, location, accessed resource and so on.  One of the things that OES adds that is that we can define these dynamic membership conditions in Role Mapping Policies. To make this concrete, here is how, at design time in Jdeveloper, one assigns these rights in Jdeveloper, which puts them into a file called jazn-data.xml: When the ADF app is deployed to a WLS this JAZN security data is pushed to the system-jazn-data.xml file of the WLS deployment for the policies and application roles and to the WLS backing LDAP for the users and enterprise roles.  Note the difference here: after deploying the application we will see the users and enterprise roles show up in the WLS LDAP server.  But the policies and application roles are defined in the system-jazn-data.xml file.  Consult the embedded WLS LDAP server to manage users and enterprise roles by going to the domain console and then Security Realms->myrealm->Users and Groups: For production environments (or in future to share this data with OES) one would then perform the operation of “reassociating” this security policy and application role data to a DB schema (or an LDAP).  This is done in the EM console by reassociating the Security Provider.  This blog posting has more explanations and references on this reassociation process. If ADF Authentication and Authorization are enabled then the Security Policies for a deployed application can be managed in EM.  Our goal is to be able to manage security policies for the applicaiton rather via OES and it's console. Security Requirements for an ADF Application With this package tour of ADF security we can see that to secure an ADF application with we would expect to be able to take care of at least the following items: Authentication, including a user and user-group store Authorization for page access Authorization for bounded Task Flow access.  A bounded task flow has only one point of entry and so if we protect that entry point by calling to OES then all the pages in the flow are protected.  Authorization for viewing data coming from the data access layer In the next posting we will describe a sample ADF application and required security policies. References ADF Dev Guide: Fusion Middleware Fusion Developer's Guide for Oracle Application Development Framework: Enabling ADF Security in a Fusion Web Application Oracle tutorial on securing a sample ADF application, appears to require ADF 11.1.2 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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• Communities - The importance of exchange and discussion

  Communication with your environment is an essential part of everyone's life. And it doesn't matter whether you are actually living in a rural area in the middle of nowhere, within the pulsating heart of a big city, or in my case on a wonderful island in the Indian Ocean. The ability to exchange your thoughts, your experience and your worries with another person helps you to get different points of view and new ideas on how to resolve an issue you might be confronted with. Benefits of community work What happens to be common sense in your daily life, also applies to your work environment. Working in IT, or ICT as it is called in Mauritius, requires a lot of reading and learning. Not only during your lectures at the university but with your colleagues in a project assignment and hopefully with 'unknown' pals in the universe of online communities. At least I can say that I learned quite a lot from other developers code, their responses in various forums, their numerous blog articles, and while attending local user group meetings. When I started to work as a professional software developer (or engineer some may say) years ago I immediately checked the existence of communities on the programming language, the database technology and other vital information on software development in general. Luckily, it wasn't too difficult to find. My employer had a subscription of the monthly magazines and newsletters of a national organisation which also run the biggest forum in that area. Getting in touch with other developers and reading their common problems but also solutions was a huge benefit to my growth. Image courtesy of Michael Kappel (CC BY-NC 2.0) Active participation and regular contribution to this community gave me some nice advantages, too. Within three years I was listed as a conference speaker at the annual developer's conference and provided several sessions on different topics during consecutive years. Back in 2004, I took over the responsibility and management of the monthly meetings of a regional user group, and organised it for more than two years. Furthermore, I was invited to the newly-founded community program of Microsoft Germany (Community Leader/Insider Program - CLIP). My website on Active FoxPro Pages was nominated in the second batch of online communities. Due to my community work and providing advice to others, I had the honour to be awarded as Microsoft Most Valuable Professional (MVP) - Visual Developer for Visual FoxPro in the years 2006 and 2007. It was a great experience to meet with other like-minded people and I'm really grateful for that. Just in case, more details are listed in my Curriculum Vitae. But this all changed when I moved to Mauritius... Cyber island Mauritius? During the first months in Mauritius I was way too busy to think about community activities at all. First of all, there was the new company that had to be set up, the new staff had to be trained and of course the communication work-flows and so on with the project managers back in Germany had to be sorted out, too. Second, I had to get a grip of my private matters like getting the basics for my new household or exploring the neighbourhood, and last but not least I needed a break from the hectic and intensive work prior to my departure. As soon as the sea literally calmed down, I started to have conversations with my colleagues about communities and user groups. Sadly, it turned out that there were none, or at least no one was aware of any at that time. Oh oh, what did I do? Anyway, having this kind of background and very positive experience with off-line and on-line activities I decided for myself that some day I'm going to found a community in Mauritius for all kind of IT/ICT-related fields. The main focus might be on software development but not on a certain technology or methodology. It was clear to me that it should be an open infrastructure and anyone is welcome to join, to experience, to share and to contribute if they would like to. That was the idea at that time... Ok, fast-forward to recent events. At the end of October 2012 I was invited to an event called Open Days organised by Microsoft Indian Ocean Islands together with other local partners and resellers. There I got in touch with local Technical Evangelist Arnaud Meslier and we had a good conversation on communities during the breaks. Eventually, I left a good impression on him, as we are having chats on Facebook or Skype irregularly. Well, seeing that my personal and professional surroundings have been settled and running smooth, having that great exchange and contact with Microsoft IOI (again), and being really eager to re-animate my intentions from 2007, I recently founded a new community: Mauritius Software Craftsmanship Community - #MSCC It took me a while to settle down with the name but it was obvious that the community should not be attached to one single technology, like ie. .NET user group, Oracle developers, or Joomla friends (these are fictitious names). There are several other reasons why I came up with 'Craftsmanship' as the core topic of this community. The expression of 'engineering' didn't feel right with the fields covered. Software development in all kind of facets is a craft, and therefore demands a lot of practice but also guidance from more experienced developers. It also includes the process of designing, modelling and drafting the ideas. Has to deal with various types of tests and test methodologies, and of course should be focused on flexible and agile ways of acting. In order to meet and to excel a customer's request for a solution. Next, I was looking for an easy way to handle the organisation of events and meeting appointments. Using all kind of social media platforms like Google+, LinkedIn, Facebook, Xing, etc. I was never really confident about their features of event handling. More by chance I stumbled upon Meetup.com and in combination with the other entities (G+ Communities, FB Pages or in Groups) I am looking forward to advertise and manage all future activities here: Mauritius Software Craftsmanship Community This is a community for those who care and are proud of what they do. For those developers, regardless how experienced they are, who want to improve and master their craft. This is a community for those who believe that being average is just not good enough. I know, there are not many 'craftsmen' yet but it's a start... Let's see how it looks like by the end of the year. There are free smartphone apps for Android and iOS from Meetup.com that allow you to keep track of meetings and to stay informed on latest updates. And last but not least, there will be a Trello workspace to collect and share ideas and provide downloads of slides, etc. Sharing is caring! As mentioned, the #MSCC is present in various social media networks in order to cover as many people as possible here in Mauritius. Following is an overview of the current networks: Twitter - Latest updates and quickies Google+ - Community channel Facebook - Community Page LinkedIn - Community Group Trello - Collaboration workspace to share and develop ideas Hopefully, this covers the majority of computer-related people in Mauritius. Please spread the word about the #MSCC between your colleagues, your friends and other interested 'geeks'. Your future looks bright Running and participating in a user group or any kind of community usually provides quite a number of advantages for anyone. On the one side it is very joyful for me to organise appointments and get in touch with people that might be interested to present a little demo of their projects or their recent problems they had to tackle down, and on the other side there are lots of companies that have various support programs or sponsorships especially tailored for user groups. At the moment, I already have a couple of gimmicks that I would like to hand out in small contests or raffles during one of the upcoming meetings, and as said, companies provide all kind of goodies, books free of charge, or sometimes even licenses for communities. Meeting other software developers or IT guys also opens up your point of view on the local market and there might be interesting projects or job offers available, too. A community like the Mauritius Software Craftsmanship Community is great for freelancers, self-employed, students and of course employees. Meetings will be organised on a regular basis, and I'm open to all kind of suggestions from you. Please leave a comment here in blog or join the conversations in the above mentioned social networks. Let's get this community up and running, my fellow Mauritians!

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• RIF PRD: Presentation syntax issues

  - by Charles Young

  Over Christmas I got to play a bit with the W3C RIF PRD and came across a few issues which I thought I would record for posterity. Specifically, I was working on a grammar for the presentation syntax using a GLR grammar parser tool (I was using the current CTP of ‘M’ (MGrammer) and Intellipad – I do so hope the MS guys don’t kill off M and Intellipad now they have dropped the other parts of SQL Server Modelling). I realise that the presentation syntax is non-normative and that any issues with it do not therefore compromise the standard. However, presentation syntax is useful in its own right, and it would be great to iron out any issues in a future revision of the standard. The main issues are actually not to do with the grammar at all, but rather with the ‘running example’ in the RIF PRD recommendation. I started with the code provided in Example 9.1. There are several discrepancies when compared with the EBNF rules documented in the standard. Broadly the problems can be categorised as follows: ·      Parenthesis mismatch – the wrong number of parentheses are used in various places. For example, in GoldRule, the RHS of the rule (the ‘Then’) is nested in the LHS (‘the If’). In NewCustomerAndWidgetRule, the RHS is orphaned from the LHS. Together with additional incorrect parenthesis, this leads to orphanage of UnknownStatusRule from the entire Document. ·      Invalid use of parenthesis in ‘Forall’ constructs. Parenthesis should not be used to enclose formulae. Removal of the invalid parenthesis gave me a feeling of inconsistency when comparing formulae in Forall to formulae in If. The use of parenthesis is not actually inconsistent in these two context, but in an If construct it ‘feels’ as if you are enclosing formulae in parenthesis in a LISP-like fashion. In reality, the parenthesis is simply being used to group subordinate syntax elements. The fact that an If construct can contain only a single formula as an immediate child adds to this feeling of inconsistency. ·      Invalid representation of compact URIs (CURIEs) in the context of Frame productions. In several places the URIs are not qualified with a namespace prefix (‘ex1:’). This conflicts with the definition of CURIEs in the RIF Datatypes and Built-Ins 1.0 document. Here are the productions: CURIE          ::= PNAME_LN                  | PNAME_NS PNAME_LN       ::= PNAME_NS PN_LOCAL PNAME_NS       ::= PN_PREFIX? ':' PN_LOCAL       ::= ( PN_CHARS_U | [0-9] ) ((PN_CHARS|'.')* PN_CHARS)? PN_CHARS       ::= PN_CHARS_U                  | '-' | [0-9] | #x00B7                  | [#x0300-#x036F] | [#x203F-#x2040] PN_CHARS_U     ::= PN_CHARS_BASE                  | '_' PN_CHARS_BASE ::= [A-Z] | [a-z] | [#x00C0-#x00D6] | [#x00D8-#x00F6]                  | [#x00F8-#x02FF] | [#x0370-#x037D] | [#x037F-#x1FFF]                  | [#x200C-#x200D] | [#x2070-#x218F] | [#x2C00-#x2FEF]                  | [#x3001-#xD7FF] | [#xF900-#xFDCF] | [#xFDF0-#xFFFD]                  | [#x10000-#xEFFFF] PN_PREFIX      ::= PN_CHARS_BASE ((PN_CHARS|'.')* PN_CHARS)? The more I look at CURIEs, the more my head hurts! The RIF specification allows prefixes and colons without local names, which surprised me. However, the CURIE Syntax 1.0 working group note specifically states that this form is supported…and then promptly provides a syntactic definition that seems to preclude it! However, on (much) deeper inspection, it appears that ‘ex1:’ (for example) is allowed, but would really represent a ‘fragment’ of the ‘reference’, rather than a prefix! Ouch! This is so completely ambiguous that it surely calls into question the whole CURIE specification.   In any case, RIF does not allow local names without a prefix. ·      Missing ‘External’ specifiers for built-in functions and predicates.  The EBNF specification enforces this for terms within frames, but does not appear to enforce (what I believe is) the correct use of External on built-in predicates. In any case, the running example only specifies ‘External’ once on the predicate in UnknownStatusRule. External() is required in several other places. ·      The List used on the LHS of UnknownStatusRule is comma-delimited. This is not supported by the EBNF definition. Similarly, the argument list of pred:list-contains is illegally comma-delimited. ·      Unnecessary use of conjunction around a single formula in DiscountRule. This is strictly legal in the EBNF, but redundant.   All the above issues concern the presentation syntax used in the running example. There are a few minor issues with the grammar itself. Note that Michael Kiefer stated in his paper “Rule Interchange Format: The Framework” that: “The presentation syntax of RIF … is an abstract syntax and, as such, it omits certain details that might be important for unambiguous parsing.” ·      The grammar cannot differentiate unambiguously between strategies and priorities on groups. A processor is forced to resolve this by detecting the use of IRIs and integers. This could easily be fixed in the grammar.   ·      The grammar cannot unambiguously parse the ‘->’ operator in frames. Specifically, ‘-’ characters are allowed in PN_LOCAL names and hence a parser cannot determine if ‘status->’ is (‘status’ ‘->’) or (‘status-’ ‘>’).   One way to fix this is to amend the PN_LOCAL production as follows: PN_LOCAL ::= ( PN_CHARS_U | [0-9] ) ((PN_CHARS|'.')* ((PN_CHARS)-('-')))? However, unilaterally changing the definition of this production, which is defined in the SPARQL Query Language for RDF specification, makes me uncomfortable. ·      I assume that the presentation syntax is case-sensitive. I couldn’t find this stated anywhere in the documentation, but function/predicate names do appear to be documented as being case-sensitive. ·      The EBNF does not specify whitespace handling. A couple of productions (RULE and ACTION_BLOCK) are crafted to enforce the use of whitespace. This is not necessary. It seems inconsistent with the rest of the specification and can cause parsing issues. In addition, the Const production exhibits whitespaces issues. The intention may have been to disallow the use of whitespace around ‘^^’, but any direct implementation of the EBNF will probably allow whitespace between ‘^^’ and the SYMSPACE. Of course, I am being a little nit-picking about all this. On the whole, the EBNF translated very smoothly and directly to ‘M’ (MGrammar) and proved to be fairly complete. I have encountered far worse issues when translating other EBNF specifications into usable grammars.   I can’t imagine there would be any difficulty in implementing the same grammar in Antlr, COCO/R, gppg, XText, Bison, etc. A general observation, which repeats a point made above, is that the use of parenthesis in the presentation syntax can feel inconsistent and un-intuitive.   It isn’t actually inconsistent, but I think the presentation syntax could be improved by adopting braces, rather than parenthesis, to delimit subordinate syntax elements in a similar way to so many programming languages. The familiarity of braces would communicate the structure of the syntax more clearly to people like me.  If braces were adopted, parentheses could be retained around ‘var (frame | ‘new()’) constructs in action blocks. This use of parenthesis feels very LISP-like, and I think that this is my issue. It’s as if the presentation syntax represents the deformed love-child of LISP and C. In some places (specifically, action blocks), parenthesis is used in a LISP-like fashion. In other places it is used like braces in C. I find this quite confusing. Here is a corrected version of the running example (Example 9.1) in compliant presentation syntax: Document(    Prefix( ex1 <http://example.com/2009/prd2> )    (* ex1:CheckoutRuleset *)  Group rif:forwardChaining (     (* ex1:GoldRule *)    Group 10 (      Forall ?customer such that And(?customer # ex1:Customer                                     ?customer[ex1:status->"Silver"])        (Forall ?shoppingCart such that ?customer[ex1:shoppingCart->?shoppingCart]           (If Exists ?value (And(?shoppingCart[ex1:value->?value]                                  External(pred:numeric-greater-than-or-equal(?value 2000))))            Then Do(Modify(?customer[ex1:status->"Gold"])))))      (* ex1:DiscountRule *)    Group (      Forall ?customer such that ?customer # ex1:Customer        (If Or( ?customer[ex1:status->"Silver"]                ?customer[ex1:status->"Gold"])         Then Do ((?s ?customer[ex1:shoppingCart-> ?s])                  (?v ?s[ex1:value->?v])                  Modify(?s [ex1:value->External(func:numeric-multiply (?v 0.95))]))))      (* ex1:NewCustomerAndWidgetRule *)    Group (      Forall ?customer such that And(?customer # ex1:Customer                                     ?customer[ex1:status->"New"] )        (If Exists ?shoppingCart ?item                   (And(?customer[ex1:shoppingCart->?shoppingCart]                        ?shoppingCart[ex1:containsItem->?item]                        ?item # ex1:Widget ) )         Then Do( (?s ?customer[ex1:shoppingCart->?s])                  (?val ?s[ex1:value->?val])                  (?voucher ?customer[ex1:voucher->?voucher])                  Retract(?customer[ex1:voucher->?voucher])                  Retract(?voucher)                  Modify(?s[ex1:value->External(func:numeric-multiply(?val 0.90))]))))      (* ex1:UnknownStatusRule *)    Group (      Forall ?customer such that ?customer # ex1:Customer        (If Not(Exists ?status                       (And(?customer[ex1:status->?status]                            External(pred:list-contains(List("New" "Bronze" "Silver" "Gold") ?status)) )))         Then Do( Execute(act:print(External(func:concat("New customer: " ?customer))))                  Assert(?customer[ex1:status->"New"]))))  ) )   I hope that helps someone out there :-)

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