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  • Big GRC: Turning Data into Actionable GRC Intelligence

    - by Jenna Danko
    While it’s no longer headline news that Governments have carried out large scale data-mining programmes aimed at terrorism detection and identifying other patterns of interest across a wide range of digital data sources, the debate over the ethics and justification over this action, will clearly continue for some time to come. What is becoming clear is that these programmes are a framework for the collation and aggregation of massive amounts of unstructured data and from this, the creation of actionable intelligence from analyses that allowed the analysts to explore and extract a variety of patterns and then direct resources. This data included audio and video chats, phone calls, photographs, e-mails, documents, internet searches, social media posts and mobile phone logs and connections. Although Governance, Risk and Compliance (GRC) professionals are not looking at the implementation of such programmes, there are many similar GRC “Big data” challenges to be faced and potential lessons to be learned from these high profile government programmes that can be applied a lot closer to home. For example, how can GRC professionals collect, manage and analyze an enormous and disparate volume of data to create and manage their own actionable intelligence covering hidden signs and patterns of criminal activity, the early or retrospective, violation of regulations/laws/corporate policies and procedures, emerging risks and weakening controls etc. Not exactly the stuff of James Bond to be sure, but it is certainly more applicable to most GRC professional’s day to day challenges. So what is Big Data and how can it benefit the GRC process? Although it often varies, the definition of Big Data largely refers to the following types of data: Traditional Enterprise Data – includes customer information from CRM systems, transactional ERP data, web store transactions, and general ledger data. Machine-Generated /Sensor Data – includes Call Detail Records (“CDR”), weblogs and trading systems data. Social Data – includes customer feedback streams, micro-blogging sites like Twitter, and social media platforms like Facebook. The McKinsey Global Institute estimates that data volume is growing 40% per year, and will grow 44x between 2009 and 2020. But while it’s often the most visible parameter, volume of data is not the only characteristic that matters. In fact, according to sources such as Forrester there are four key characteristics that define big data: Volume. Machine-generated data is produced in much larger quantities than non-traditional data. This is all the data generated by IT systems that power the enterprise. This includes live data from packaged and custom applications – for example, app servers, Web servers, databases, networks, virtual machines, telecom equipment, and much more. Velocity. Social media data streams – while not as massive as machine-generated data – produce a large influx of opinions and relationships valuable to customer relationship management as well as offering early insight into potential reputational risk issues. Even at 140 characters per tweet, the high velocity (or frequency) of Twitter data ensures large volumes (over 8 TB per day) need to be managed. Variety. Traditional data formats tend to be relatively well defined by a data schema and change slowly. In contrast, non-traditional data formats exhibit a dizzying rate of change. Without question, all GRC professionals work in a dynamic environment and as new services, new products, new business lines are added or new marketing campaigns executed for example, new data types are needed to capture the resultant information.  Value. The economic value of data varies significantly. Typically, there is good information hidden amongst a larger body of non-traditional data that GRC professionals can use to add real value to the organisation; the greater challenge is identifying what is valuable and then transforming and extracting that data for analysis and action. For example, customer service calls and emails have millions of useful data points and have long been a source of information to GRC professionals. Those calls and emails are critical in helping GRC professionals better identify hidden patterns and implement new policies that can reduce the amount of customer complaints.   Now on a scale and depth far beyond those in place today, all that unstructured call and email data can be captured, stored and analyzed to reveal the reasons for the contact, perhaps with the aggregated customer results cross referenced against what is being said about the organization or a similar peer organization on social media. The organization can then take positive actions, communicating to the market in advance of issues reaching the press, strengthening controls, adjusting risk profiles, changing policy and procedures and completely minimizing, if not eliminating, complaints and compensation for that specific reason in the future. In this one example of many similar ones, the GRC team(s) has demonstrated real and tangible business value. Big Challenges - Big Opportunities As pointed out by recent Forrester research, high performing companies (those that are growing 15% or more year-on-year compared to their peers) are taking a selective approach to investing in Big Data.  "Tomorrow's winners understand this, and they are making selective investments aimed at specific opportunities with tangible benefits where big data offers a more economical solution to meet a need." (Forrsights Strategy Spotlight: Business Intelligence and Big Data, Q4 2012) As pointed out earlier, with the ever increasing volume of regulatory demands and fines for getting it wrong, limited resource availability and out of date or inadequate GRC systems all contributing to a higher cost of compliance and/or higher risk profile than desired – a big data investment in GRC clearly falls into this category. However, to make the most of big data organizations must evolve both their business and IT procedures, processes, people and infrastructures to handle these new high-volume, high-velocity, high-variety sources of data and be able integrate them with the pre-existing company data to be analyzed. GRC big data clearly allows the organization access to and management over a huge amount of often very sensitive information that although can help create a more risk intelligent organization, also presents numerous data governance challenges, including regulatory compliance and information security. In addition to client and regulatory demands over better information security and data protection the sheer amount of information organizations deal with the need to quickly access, classify, protect and manage that information can quickly become a key issue  from a legal, as well as technical or operational standpoint. However, by making information governance processes a bigger part of everyday operations, organizations can make sure data remains readily available and protected. The Right GRC & Big Data Partnership Becomes Key  The "getting it right first time" mantra used in so many companies remains essential for any GRC team that is sponsoring, helping kick start, or even overseeing a big data project. To make a big data GRC initiative work and get the desired value, partnerships with companies, who have a long history of success in delivering successful GRC solutions as well as being at the very forefront of technology innovation, becomes key. Clearly solutions can be built in-house more cheaply than through vendor, but as has been proven time and time again, when it comes to self built solutions covering AML and Fraud for example, few have able to scale or adapt appropriately to meet the changing regulations or challenges that the GRC teams face on a daily basis. This has led to the creation of GRC silo’s that are causing so many headaches today. The solutions that stand out and should be explored are the ones that can seamlessly merge the traditional world of well-known data, analytics and visualization with the new world of seemingly innumerable data sources, utilizing Big Data technologies to generate new GRC insights right across the enterprise.Ultimately, Big Data is here to stay, and organizations that embrace its potential and outline a viable strategy, as well as understand and build a solid analytical foundation, will be the ones that are well positioned to make the most of it. A Blueprint and Roadmap Service for Big Data Big data adoption is first and foremost a business decision. As such it is essential that your partner can align your strategies, goals, and objectives with an architecture vision and roadmap to accelerate adoption of big data for your environment, as well as establish practical, effective governance that will maintain a well managed environment going forward. Key Activities: While your initiatives will clearly vary, there are some generic starting points the team and organization will need to complete: Clearly define your drivers, strategies, goals, objectives and requirements as it relates to big data Conduct a big data readiness and Information Architecture maturity assessment Develop future state big data architecture, including views across all relevant architecture domains; business, applications, information, and technology Provide initial guidance on big data candidate selection for migrations or implementation Develop a strategic roadmap and implementation plan that reflects a prioritization of initiatives based on business impact and technology dependency, and an incremental integration approach for evolving your current state to the target future state in a manner that represents the least amount of risk and impact of change on the business Provide recommendations for practical, effective Data Governance, Data Quality Management, and Information Lifecycle Management to maintain a well-managed environment Conduct an executive workshop with recommendations and next steps There is little debate that managing risk and data are the two biggest obstacles encountered by financial institutions.  Big data is here to stay and risk management certainly is not going anywhere, and ultimately financial services industry organizations that embrace its potential and outline a viable strategy, as well as understand and build a solid analytical foundation, will be best positioned to make the most of it. Matthew Long is a Financial Crime Specialist for Oracle Financial Services. He can be reached at matthew.long AT oracle.com.

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  • CodePlex Daily Summary for Tuesday, October 16, 2012

    CodePlex Daily Summary for Tuesday, October 16, 2012Popular ReleasesMagelia WebStore Open-source Ecommerce software: Magelia WebStore 2.1: Scheduler Import & Export feature UTC datetime and timezone support .net 4.5 and Visual Studio 2012 migration client magelia global refactoring nugget package https://nuget.org/packages/Magelia.Webstore.Client/2.1.254.1 burst optimisation burst time improvment (multithreading, index, ...) current burst is still active when a new burst is generating bugfixes version 2.1.254.1DevLib: 70038 binary dlls: 70038 binary dllsP1 Port monitoring with Netduino Plus: V0.2 Beta Netduino Plus P1 Port Monitoring: This is the stable beta release of the Netduino Plus P1 port monitoring. Please read the requirements on the Documentation page.JayData - The cross-platform HTML5 data-management library for JavaScript: JayData 1.2.2: JayData is a unified data access library for JavaScript to CRUD + Query data from different sources like OData, MongoDB, WebSQL, SqLite, HTML5 localStorage, Facebook or YQL. The library can be integrated with Knockout.js or Sencha Touch 2 and can be used on Node.js as well. See it in action in this 6 minutes video Sencha Touch 2 example app using JayData: Netflix browser. What's new in JayData 1.2.2 For detailed release notes check the release notes. Revitalized IndexedDB providerNow you c...VFPX: FoxcodePlus: FoxcodePlus - Visual Studio like extensions to Visual FoxPro IntelliSense.Droid Explorer: Droid Explorer 0.8.8.8 Beta: fixed the icon for packages on the desktop fixed the install dialog closing right when it starts removed the link to "set up the sdk for me" as this is no longer supported. fixed bug where the device selection dialog would show, even if there was only one device connected. fixed toolbar from having "gap" between other toolbar removed main menu items that do not have any menus Iveely Search Engine: Iveely Search Engine (0.3.0): Iveely Search Engine?????????????,0.3.0????????,????????:??????。 ????????????"????“????????,????????????。??0.3.0???????????0.3.0????????,????。 ?????,????????????????,??????300????,?????????300?????????????????,?????????????????。????,??????????,???????,???????。???????IveelySE.Resource,???????????,???????????????????????,???????????。 ????????Iveely.config,??????IveelySE.Run.Task.exe,?????????http://127.0.0.1:8088/query=yourkeyword,??????。 ????,??? ??http://www.cnblogs.com/liufanping...Fiskalizacija za developere: FiskalizacijaDev 1.0: Prva verzija ovog projekta, još je uvijek oznacena kao BETA - ovo znaci da su naša testiranja prošla uspješno :) No, kako mi ne proizvodimo neki software za blagajne, tako sve ovo nije niti isprobano u "realnim" uvjetima - svaka je sugestija, primjedba ili prijava bug-a je dobrodošla. Za sve ovo koristite, molimo, Discussions ili Issue Tracker. U ovom trenutku runtime binary je raspoloživ kao Any CPU za .NET verzije 2.0. Javite ukoliko trebaju i verzije buildane za 32-bit/64-bit kao i za .N...Squiggle - A free open source LAN Messenger: Squiggle 3.2 (Development): NOTE: This is development release and not recommended for production use. This release is mainly for enabling extensibility and interoperability with other platforms. Support for plugins Support for extensions Communication layer and protocol is platform independent (ZeroMQ, ProtocolBuffers) Bug fixes New /invite command Edit the sent message Disable update check NOTE: This is development release and not recommended for production use.AcDown????? - AcDown Downloader Framework: AcDown????? v4.2: ??●AcDown??????????、??、??、???????。????,????,?????????????????????????。???????????Acfun、????(Bilibili)、??、??、YouTube、??、???、??????、SF????、????????????。 ●??????AcPlay?????,??????、????????????????。 ● AcDown??????????????????,????????????????????????????。 ● AcDown???????C#??,????.NET Framework 2.0??。?????"Acfun?????"。 ????32??64? Windows XP/Vista/7/8 ???? 32??64? ???Linux ????(1)????????Windows XP???,????????.NET Framework 2.0???(x86),?????"?????????"??? (2)???????????Linux???,????????Mono?? ??2...PHPExcel: PHPExcel 1.7.8: See Change Log for details of the new features and bugfixes included in this release, and methods that are now deprecated. Note changes to the PDF Writer: tcPDF is no longer bundled with PHPExcel, but should be installed separately if you wish to use that 3rd-Party library with PHPExcel. Alternatively, you can choose to use mPDF or DomPDF as PDF Rendering libraries instead: PHPExcel now provides a configurable wrapper allowing you a choice of PDF renderer. See the documentation, or the PDF s...DirectX Tool Kit: October 12, 2012: October 12, 2012 Added PrimitiveBatch for drawing user primitives Debug object names for all D3D resources (for PIX and debug layer leak reporting)Microsoft Ajax Minifier: Microsoft Ajax Minifier 4.70: Fixed issue described in discussion #399087: variable references within case values weren't getting resolved.GoogleMap Control: GoogleMap Control 6.1: Some important bug fixes and couple of new features were added. There are no major changes to the sample website. Source code could be downloaded from the Source Code section selecting branch release-6.1. Thus just builds of GoogleMap Control are issued here in this release. Update 14.Oct.2012 - Client side access fixed NuGet Package GoogleMap Control 6.1 NuGet Package FeaturesBounds property to provide ability to create a map by center and bounds as well; Setting in markup <artem:Goog...mojoPortal: 2.3.9.3: see release notes on mojoportal.com http://www.mojoportal.com/mojoportal-2393-released Note that we have separate deployment packages for .NET 3.5 and .NET 4.0, but we recommend you to use .NET 4, we will probably drop support for .NET 3.5 once .NET 4.5 is available The deployment package downloads on this page are pre-compiled and ready for production deployment, they contain no C# source code and are not intended for use in Visual Studio. To download the source code see getting the lates...D3 Loot Tracker: 1.5.4: Fixed a bug where the server ip was not logged properly in the stats file.Captcha MVC: Captcha Mvc 2.1.2: v 2.1.2: Fixed problem with serialization. Made all classes from a namespace Jetbrains.Annotaions as the internal. Added autocomplete attribute and autocorrect attribute for captcha input element. Minor changes. Updated: I'm added an example for this question. v 2.1.1: Fixed problem with serialization. Minor changes. v 2.1: Added support for storing captcha in the session or cookie. See the updated example. Updated example. Minor changes. v 2.0.1: Added support for a partial ...DotNetNuke® Community Edition CMS: 06.02.04: Major Highlights Fixed issue where the module printing function was only visible to administrators Fixed issue where pane level skinning was being assigned to a default container for any content pane Fixed issue when using password aging and FB / Google authentication Fixed issue that was causing the DateEditControl to not load the assigned value Fixed issue that stopped additional profile properties to be displayed in the member directory after modifying the template Fixed er...Database View-plug-ins Programming Helper: Database View-plug-ins 1.3: V1.3 added feature: Metadata Deployment. The download package consists of deployment SQL scripts. Run every scripts of all subdirectories in order (sort by name). "VPI" is the default schema name in the manifest, it can be changed to other name according to your enterprise database policy. Current release is for Oracle version (SQL Server version will be released later).Advanced DataGridView with Excel-like auto filter: 1.0.0.0: ?????? ??????New ProjectsAerTHe: Simple, test project about EntityFramework, NUnit, etc.BalanceManagerApp: BalanceManagerAppC++ Debugger Visualizers for VS2012: C++ Debugger Visualizers for Boost, wxWidgets, TinyXML, TinyXML2ClipReader: A Text-To-Speach reader that reads from the clipboard. Reads any text you copy to the clipboard. Similar idea to ReadPlease. Coursework 2.0 UGC Site: University of Hertfordshire coursework project to develop a Web 2.0-style UGC website. DavesinitialcourseworkcalculatorinVS: Basic calculator for assignment 1DL_Assignment 1: This project forms Task 1 of Assignment 1 for 7COM0207. The requirement is that a user can enter 2 numbers and the sum of the numbes is displayed. Document Storage: This project is intended to act as a learning exercise for the participants. gillsassignment1: This is task 1 for assignment 1 which adds 2 numbers and displays the result.gillstestproject: This is my first little test.Iconator for Microsoft Dynamics CRM 2011: This application ease the customization of custom entities icons in Microsoft Dynamics CRM 2011.Infopath 2010 Web Signature Capture: A simple method of adding signature capture to InfoPath Browser enabled forms. KennyWorld: Kenny's blog based on BLogEngine.netMirus - Advanced Open Source Operating System: Mirus is a new, advanced, open source operating system written in C# using the Cosmos toolkit aiming for POSIX compatibility, ease of use, and innovation.Morgado Finance: Test of Finance ManagementMPF for Projects - Visual Studio 2012: A community project containing the source code and tests of a library for creating project system plug-ins for Visual Studio 2012 using C#.OpenWeb: OpenWeb project by Deigo Stefanon [*/*P1 Port monitoring with Netduino Plus: This program reads the Dutch electricity meter P1 port messages and publishes the information to Cosm and ThingSpeak for monitoring.Powerless View: Proof of concept application for hosting the Power View Silverlight application outside of a SharePoint and Reporting Services environment.RAM Drive: A Windows Service that copies an existing Virtual Hard Disk in memory, then mounts it as a disk giving the ability to use your RAM as a super-fast drive.Roderick Vella's Interactive Learning: Web Scripting and Content CreationSaveDouban: ?????????????????,????.NetFramework3.5?????ScriptEase for Microsoft Dynamics CRM 2011: Utility to synchronize your Microsoft Dynamics CRM 2011 JavaScripts with your files on your local hard-drive.T.REST: T.REST - a framework for testing REST ressourcesVisual Leak Detector Performance Test: Tests for Visual Leak Detector for Visual C++ 2008/2010/2012 [url:http://vld.codeplex.com/]???????: ????????????????。?????????????。 ??url??,??????

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  • Reference Data Management

    - by rahulkamath
    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;} table.MsoTableColorfulListAccent2 {mso-style-name:"Colorful List - Accent 2"; mso-tstyle-rowband-size:1; mso-tstyle-colband-size:1; mso-style-priority:72; mso-style-unhide:no; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-tstyle-shading:#F8EDED; mso-tstyle-shading-themecolor:accent2; mso-tstyle-shading-themetint:25; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Calibri","sans-serif"; color:black; mso-themecolor:text1;} table.MsoTableColorfulListAccent2FirstRow {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:first-row; mso-style-priority:72; mso-style-unhide:no; mso-tstyle-shading:#9E3A38; mso-tstyle-shading-themecolor:accent2; mso-tstyle-shading-themeshade:204; mso-tstyle-border-bottom:1.5pt solid white; mso-tstyle-border-bottom-themecolor:background1; color:white; mso-themecolor:background1; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableColorfulListAccent2LastRow {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:last-row; mso-style-priority:72; mso-style-unhide:no; mso-tstyle-shading:white; mso-tstyle-shading-themecolor:background1; mso-tstyle-border-top:1.5pt solid black; mso-tstyle-border-top-themecolor:text1; color:#9E3A38; mso-themecolor:accent2; mso-themeshade:204; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableColorfulListAccent2FirstCol {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:first-column; mso-style-priority:72; mso-style-unhide:no; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableColorfulListAccent2LastCol {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:last-column; mso-style-priority:72; mso-style-unhide:no; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableColorfulListAccent2OddColumn {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:odd-column; mso-style-priority:72; mso-style-unhide:no; mso-tstyle-shading:#EFD3D2; mso-tstyle-shading-themecolor:accent2; mso-tstyle-shading-themetint:63; mso-tstyle-border-top:cell-none; mso-tstyle-border-left:cell-none; mso-tstyle-border-bottom:cell-none; mso-tstyle-border-right:cell-none; mso-tstyle-border-insideh:cell-none; mso-tstyle-border-insidev:cell-none;} table.MsoTableColorfulListAccent2OddRow {mso-style-name:"Colorful List - Accent 2"; mso-table-condition:odd-row; mso-style-priority:72; mso-style-unhide:no; mso-tstyle-shading:#F2DBDB; mso-tstyle-shading-themecolor:accent2; mso-tstyle-shading-themetint:51;} Reference Data Management Oracle Data Relationship Management (DRM) has always been extremely powerful as an Enterprise MDM solution that can help manage changes to master data in a way that influences enterprise structure, whether it be mastering chart of accounts to enable financial transformation, or revamping organization structures to drive business transformation and operational efficiencies, or mastering sales territories in light of rapid fire acquisitions that require frequent sales territory refinement, equitable distribution of leads and accounts to salespersons, and alignment of budget/forecast with results to optimize sales coverage. Increasingly, DRM is also being utilized by Oracle customers for reference data management, an emerging solution space that deserves some explanation. What is reference data? Reference data is a close cousin of master data. While master data may be more rapidly changing, requires consensus building across stakeholders and lends structure to business transactions, reference data is simpler, more slowly changing, but has semantic content that is used to categorize or group other information assets – including master data – and give them contextual value. The following table contains an illustrative list of examples of reference data by type. Reference data types may include types and codes, business taxonomies, complex relationships & cross-domain mappings or standards. Types & Codes Taxonomies Relationships / Mappings Standards Transaction Codes Industry Classification Categories and Codes, e.g., North America Industry Classification System (NAICS) Product / Segment; Product / Geo Calendars (e.g., Gregorian, Fiscal, Manufacturing, Retail, ISO8601) Lookup Tables (e.g., Gender, Marital Status, etc.) Product Categories City à State à Postal Codes Currency Codes (e.g., ISO) Status Codes Sales Territories (e.g., Geo, Industry Verticals, Named Accounts, Federal/State/Local/Defense) Customer / Market Segment; Business Unit / Channel Country Codes (e.g., ISO 3166, UN) Role Codes Market Segments Country Codes / Currency Codes / Financial Accounts Date/Time, Time Zones (e.g., ISO 8601) Domain Values Universal Standard Products and Services Classification (UNSPSC), eCl@ss International Classification of Diseases (ICD) e.g., ICD9 à IC10 mappings Tax Rates Why manage reference data? Reference data carries contextual value and meaning and therefore its use can drive business logic that helps execute a business process, create a desired application behavior or provide meaningful segmentation to analyze transaction data. Further, mapping reference data often requires human judgment. Sample Use Cases of Reference Data Management Healthcare: Diagnostic Codes The reference data challenges in the healthcare industry offer a case in point. Part of being HIPAA compliant requires medical practitioners to transition diagnosis codes from ICD-9 to ICD-10, a medical coding scheme used to classify diseases, signs and symptoms, causes, etc. The transition to ICD-10 has a significant impact on business processes, procedures, contracts, and IT systems. Since both code sets ICD-9 and ICD-10 offer diagnosis codes of very different levels of granularity, human judgment is required to map ICD-9 codes to ICD-10. The process requires collaboration and consensus building among stakeholders much in the same way as does master data management. Moreover, to build reports to understand utilization, frequency and quality of diagnoses, medical practitioners may need to “cross-walk” mappings -- either forward to ICD-10 or backwards to ICD-9 depending upon the reporting time horizon. Spend Management: Product, Service & Supplier Codes Similarly, as an enterprise looks to rationalize suppliers and leverage their spend, conforming supplier codes, as well as product and service codes requires supporting multiple classification schemes that may include industry standards (e.g., UNSPSC, eCl@ss) or enterprise taxonomies. Aberdeen Group estimates that 90% of companies rely on spreadsheets and manual reviews to aggregate, classify and analyze spend data, and that data management activities account for 12-15% of the sourcing cycle and consume 30-50% of a commodity manager’s time. Creating a common map across the extended enterprise to rationalize codes across procurement, accounts payable, general ledger, credit card, procurement card (P-card) as well as ACH and bank systems can cut sourcing costs, improve compliance, lower inventory stock, and free up talent to focus on value added tasks. Specialty Finance: Point of Sales Transaction Codes and Product Codes In the specialty finance industry, enterprises are confronted with usury laws – governed at the state and local level – that regulate financial product innovation as it relates to consumer loans, check cashing and pawn lending. To comply, it is important to demonstrate that transactions booked at the point of sale are posted against valid product codes that were on offer at the time of booking the sale. Since new products are being released at a steady stream, it is important to ensure timely and accurate mapping of point-of-sale transaction codes with the appropriate product and GL codes to comply with the changing regulations. Multi-National Companies: Industry Classification Schemes As companies grow and expand across geographies, a typical challenge they encounter with reference data represents reconciling various versions of industry classification schemes in use across nations. While the United States, Mexico and Canada conform to the North American Industry Classification System (NAICS) standard, European Union countries choose different variants of the NACE industry classification scheme. Multi-national companies must manage the individual national NACE schemes and reconcile the differences across countries. Enterprises must invest in a reference data change management application to address the challenge of distributing reference data changes to downstream applications and assess which applications were impacted by a given change.

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  • HTML 5 <video> tag vs Flash video. What are the pros and cons?

    - by Vilx-
    Seems like the new <video> tag is all the hype these days, especially since Firefox now supports it. News of this are popping up in blogs all over the place, and everyone seems to be excited. But what about? As much as I searched I could not find anything that would make it better than the good old Flash video. In fact, I see only problems with it: It will still be some time before all the browsers start supporting it, and much more time before most people upgrade; Flash is available already and everyone has it; You can couple Flash with whatever fancy UI you want for controlling the playback. I gather that the tag will be controllable as well (via JavaScript probably), but will it be able to go fullscreen? The only two pros for a <video> tag that I can see are: It is more "semantic" - which probably holds no importance to a whole lot of people, including me; It is not dependent on a single commercial 3rd party entity (Adobe) - which I also don't see as a compelling reason to switch, because free players and video converters are already available, and Adobe is not hindering the whole process in any way (it's not in their interests even). So... what's the big deal? Added: OK, so there is one more Pro... maybe. Support for mobile devices. Hard to say though. A number of thoughts race through my head about the subject: How many mobile devices are actually able to decode video at a decent speed anyway, Flash or otherwise? How long until mainstream mobile devices get the <video> support? Even if it is available through updates, how many people actually do that? How many people watch videos on web pages on their mobile phones at all? As for the semantics part - I understand that search engines might be able to detect videos better now, but... what will they do with them anyway? OK, so they know that there is a video in the page. And? They can't index a video! I'd like some more arguments here. Added: Just thought of another Cons. This opens up a whole new area of cross-browser incompatibility. HTML and CSS is quite messy already in this aspect. Flash at least is the same everywhere. But it's enough for at least one major browser vendor to decide against the <video> tag (can anyone say "Internet Explorer"?) and we have a nice new area of hell to explore. Added: A Pro just came in. More competition = more innovation. That's true. Giving Adobe more competition will probably force them to improve Flash in areas it has been lacking so far. Linux seems to be a weak spot for it, cited by many.

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  • Enterprise Process Maps: A Process Picture worth a Million Words

    - by raul.goycoolea
    p { margin-bottom: 0.08in; }h1 { margin-top: 0.33in; margin-bottom: 0in; color: rgb(54, 95, 145); page-break-inside: avoid; }h1.western { font-family: "Cambria",serif; font-size: 14pt; }h1.cjk { font-family: "DejaVu Sans"; font-size: 14pt; }h1.ctl { font-size: 14pt; } Getting Started with Business Transformations A well-known proverb states that "A picture is worth a thousand words." In relation to Business Process Management (BPM), a credible analyst might have a few questions. What if the picture was taken from some particular angle, like directly overhead? What if it was taken from only an inch away or a mile away? What if the photographer did not focus the camera correctly? Does the value of the picture depend on who is looking at it? Enterprise Process Maps are analogous in this sense of relative value. Every BPM project (holistic BPM kick-off, enterprise system implementation, Service-oriented Architecture, business process transformation, corporate performance management, etc.) should be begin with a clear understanding of the business environment, from the biggest picture representations down to the lowest level required or desired for the particular project type, scope and objectives. The Enterprise Process Map serves as an entry point for the process architecture and is defined: the single highest level of process mapping for an organization. It is constructed and evaluated during the Strategy Phase of the Business Process Management Lifecycle. (see Figure 1) Fig. 1: Business Process Management Lifecycle Many organizations view such maps as visual abstractions, constructed for the single purpose of process categorization. This, in turn, results in a lesser focus on the inherent intricacies of the Enterprise Process view, which are explored in the course of this paper. With the main focus of a large scale process documentation effort usually underlying an ERP or other system implementation, it is common for the work to be driven by the desire to "get to the details," and to the type of modeling that will derive near-term tangible results. For instance, a project in American Pharmaceutical Company X is driven by the Director of IT. With 120+ systems in place, and a lack of standardized processes across the United States, he and the VP of IT have decided to embark on a long-term ERP implementation. At the forethought of both are questions, such as: How does my application architecture map to the business? What are each application's functionalities, and where do the business processes utilize them? Where can we retire legacy systems? Well-developed BPM methodologies prescribe numerous model types to capture such information and allow for thorough analysis in these areas. Process to application maps, Event Driven Process Chains, etc. provide this level of detail and facilitate the completion of such project-specific questions. These models and such analysis are appropriately carried out at a relatively low level of process detail. (see figure 2) Fig. 2: The Level Concept, Generic Process HierarchySome of the questions remaining are ones of documentation longevity, the continuation of BPM practice in the organization, process governance and ownership, process transparency and clarity in business process objectives and strategy. The Level Concept in Brief Figure 2 shows a generic, four-level process hierarchy depicting the breakdown of a "Process Area" into progressively more detailed process classifications. The number of levels and the names of these levels are flexible, and can be fit to the standards of the organization's chosen terminology or any other chosen reference model that makes logical sense for both short and long term process description. It is at Level 1 (in this case the Process Area level), that the Enterprise Process Map is created. This map and its contained objects become the foundation for a top-down approach to subsequent mapping, object relationship development, and analysis of the organization's processes and its supporting infrastructure. Additionally, this picture serves as a communication device, at an executive level, describing the design of the business in its service to a customer. It seems, then, imperative that the process development effort, and this map, start off on the right foot. Figuring out just what that right foot is, however, is critical and trend-setting in an evolving organization. Key Considerations Enterprise Process Maps are usually not as living and breathing as other process maps. Just as it would be an extremely difficult task to change the foundation of the Sears Tower or a city plan for the entire city of Chicago, the Enterprise Process view of an organization usually remains unchanged once developed (unless, of course, an organization is at a stage where it is capable of true, high-level process innovation). Regardless, the Enterprise Process map is a key first step, and one that must be taken in a precise way. What makes this groundwork solid depends on not only the materials used to construct it (process areas), but also the layout plan and knowledge base of what will be built (the entire process architecture). It seems reasonable that care and consideration are required to create this critical high level map... but what are the important factors? Does the process modeler need to worry about how many process areas there are? About who is looking at it? Should he only use the color pink because it's his boss' favorite color? Interestingly, and perhaps surprisingly, these are all valid considerations that may just require a bit of structure. Below are Three Key Factors to consider when building an Enterprise Process Map: Company Strategic Focus Process Categorization: Customer is Core End-to-end versus Functional Processes Company Strategic Focus As mentioned above, the Enterprise Process Map is created during the Strategy Phase of the Business Process Management Lifecycle. From Oracle Business Process Management methodology for business transformation, it is apparent that business processes exist for the purpose of achieving the strategic objectives of an organization. In a prescribed, top-down approach to process development, it must be ensured that each process fulfills its objectives, and in an aggregated manner, drives fulfillment of the strategic objectives of the company, whether for particular business segments or in a broader sense. This is a crucial point, as the strategic messages of the company must therefore resound in its process maps, in particular one that spans the processes of the complete business: the Enterprise Process Map. One simple example from Company X is shown below (see figure 3). Fig. 3: Company X Enterprise Process Map In reviewing Company X's Enterprise Process Map, one can immediately begin to understand the general strategic mindset of the organization. It shows that Company X is focused on its customers, defining 10 of its process areas belonging to customer-focused categories. Additionally, the organization views these end-customer-oriented process areas as part of customer-fulfilling value chains, while support process areas do not provide as much contiguous value. However, by including both support and strategic process categorizations, it becomes apparent that all processes are considered vital to the success of the customer-oriented focus processes. Below is an example from Company Y (see figure 4). Fig. 4: Company Y Enterprise Process Map Company Y, although also a customer-oriented company, sends a differently focused message with its depiction of the Enterprise Process Map. Along the top of the map is the company's product tree, overarching the process areas, which when executed deliver the products themselves. This indicates one strategic objective of excellence in product quality. Additionally, the view represents a less linear value chain, with strong overlaps of the various process areas. Marketing and quality management are seen as a key support processes, as they span the process lifecycle. Often, companies may incorporate graphics, logos and symbols representing customers and suppliers, and other objects to truly send the strategic message to the business. Other times, Enterprise Process Maps may show high level of responsibility to organizational units, or the application types that support the process areas. It is possible that hundreds of formats and focuses can be applied to an Enterprise Process Map. What is of vital importance, however, is which formats and focuses are chosen to truly represent the direction of the company, and serve as a driver for focusing the business on the strategic objectives set forth in that right. Process Categorization: Customer is Core In the previous two examples, processes were grouped using differing categories and techniques. Company X showed one support and three customer process categorizations using encompassing chevron objects; Customer Y achieved a less distinct categorization using a gradual color scheme. Either way, and in general, modeling of the process areas becomes even more valuable and easily understood within the context of business categorization, be it strategic or otherwise. But how one categorizes their processes is typically more complex than simply choosing object shapes and colors. Previously, it was stated that the ideal is a prescribed top-down approach to developing processes, to make certain linkages all the way back up to corporate strategy. But what about external influences? What forces push and pull corporate strategy? Industry maturity, product lifecycle, market profitability, competition, etc. can all drive the critical success factors of a particular business segment, or the company as a whole, in addition to previous corporate strategy. This may seem to be turning into a discussion of theory, but that is far from the case. In fact, in years of recent study and evolution of the way businesses operate, cross-industry and across the globe, one invariable has surfaced with such strength to make it undeniable in the game plan of any strategy fit for survival. That constant is the customer. Many of a company's critical success factors, in any business segment, relate to the customer: customer retention, satisfaction, loyalty, etc. Businesses serve customers, and so do a business's processes, mapped or unmapped. The most effective way to categorize processes is in a manner that visualizes convergence to what is core for a company. It is the value chain, beginning with the customer in mind, and ending with the fulfillment of that customer, that becomes the core or the centerpiece of the Enterprise Process Map. (See figure 5) Fig. 5: Company Z Enterprise Process Map Company Z has what may be viewed as several different perspectives or "cuts" baked into their Enterprise Process Map. It has divided its processes into three main categories (top, middle, and bottom) of Management Processes, the Core Value Chain and Supporting Processes. The Core category begins with Corporate Marketing (which contains the activities of beginning to engage customers) and ends with Customer Service Management. Within the value chain, this company has divided into the focus areas of their two primary business lines, Foods and Beverages. Does this mean that areas, such as Strategy, Information Management or Project Management are not as important as those in the Core category? No! In some cases, though, depending on the organization's understanding of high-level BPM concepts, use of category names, such as "Core," "Management" or "Support," can be a touchy subject. What is important to understand, is that no matter the nomenclature chosen, the Core processes are those that drive directly to customer value, Support processes are those which make the Core processes possible to execute, and Management Processes are those which steer and influence the Core. Some common terms for these three basic categorizations are Core, Customer Fulfillment, Customer Relationship Management, Governing, Controlling, Enabling, Support, etc. End-to-end versus Functional Processes Every high and low level of process: function, task, activity, process/work step (whatever an organization calls it), should add value to the flow of business in an organization. Suppose that within the process "Deliver package," there is a documented task titled "Stop for ice cream." It doesn't take a process expert to deduce the room for improvement. Though stopping for ice cream may create gain for the one person performing it, it likely benefits neither the organization nor, more importantly, the customer. In most cases, "Stop for ice cream" wouldn't make it past the first pass of To-Be process development. What would make the cut, however, would be a flow of tasks that, each having their own value add, build up to greater and greater levels of process objective. In this case, those tasks would combine to achieve a status of "package delivered." Figure 3 shows a simple example: Just as the package can only be delivered (outcome of the process) without first being retrieved, loaded, and the travel destination reached (outcomes of the process steps), some higher level of process "Play Practical Joke" (e.g., main process or process area) cannot be completed until a package is delivered. It seems that isolated or functionally separated processes, such as "Deliver Package" (shown in Figure 6), are necessary, but are always part of a bigger value chain. Each of these individual processes must be analyzed within the context of that value chain in order to ensure successful end-to-end process performance. For example, this company's "Create Joke Package" process could be operating flawlessly and efficiently, but if a joke is never developed, it cannot be created, so the end-to-end process breaks. Fig. 6: End to End Process Construction That being recognized, it is clear that processes must be viewed as end-to-end, customer-to-customer, and in the context of company strategy. But as can also be seen from the previous example, these vital end-to-end processes cannot be built without the functionally oriented building blocks. Without one, the other cannot be had, or at least not in a complete and organized fashion. As it turns out, but not discussed in depth here, the process modeling effort, BPM organizational development, and comprehensive coverage cannot be fully realized without a semi-functional, process-oriented approach. Then, an Enterprise Process Map should be concerned with both views, the building blocks, and access points to the business-critical end-to-end processes, which they construct. Without the functional building blocks, all streams of work needed for any business transformation would be lost mess of process disorganization. End-to-end views are essential for utilization in optimization in context, understanding customer impacts, base-lining all project phases and aligning objectives. Including both views on an Enterprise Process Map allows management to understand the functional orientation of the company's processes, while still providing access to end-to-end processes, which are most valuable to them. (See figures 7 and 8). Fig. 7: Simplified Enterprise Process Map with end-to-end Access Point The above examples show two unique ways to achieve a successful Enterprise Process Map. The first example is a simple map that shows a high level set of process areas and a separate section with the end-to-end processes of concern for the organization. This particular map is filtered to show just one vital end-to-end process for a project-specific focus. Fig. 8: Detailed Enterprise Process Map showing connected Functional Processes The second example shows a more complex arrangement and categorization of functional processes (the names of each process area has been removed). The end-to-end perspective is achieved at this level through the connections (interfaces at lower levels) between these functional process areas. An important point to note is that the organization of these two views of the Enterprise Process Map is dependent, in large part, on the orientation of its audience, and the complexity of the landscape at the highest level. If both are not apparent, the Enterprise Process Map is missing an opportunity to serve as a holistic, high-level view. Conclusion In the world of BPM, and specifically regarding Enterprise Process Maps, a picture can be worth as many words as the thought and effort that is put into it. Enterprise Process Maps alone cannot change an organization, but they serve more purposes than initially meet the eye, and therefore must be designed in a way that enables a BPM mindset, business process understanding and business transformation efforts. Every Enterprise Process Map will and should be different when looking across organizations. Its design will be driven by company strategy, a level of customer focus, and functional versus end-to-end orientations. This high-level description of the considerations of the Enterprise Process Maps is not a prescriptive "how to" guide. However, a company attempting to create one may not have the practical BPM experience to truly explore its options or impacts to the coming work of business process transformation. The biggest takeaway is that process modeling, at all levels, is a science and an art, and art is open to interpretation. It is critical that the modeler of the highest level of process mapping be a cognoscente of the message he is delivering and the factors at hand. Without sufficient focus on the design of the Enterprise Process Map, an entire BPM effort may suffer. For additional information please check: Oracle Business Process Management.

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

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

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

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

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

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

    - by Rick Strahl
    High end mobile devices have been with us now for almost 7 years and they have utterly transformed the way we access information. Mobile phones and smartphones that have access to the Internet and host smart applications are in the hands of a large percentage of the population of the world. In many places even very remote, cell phones and even smart phones are a common sight. I’ll never forget when I was in India in 2011 I was up in the Southern Indian mountains riding an elephant out of a tiny local village, with an elephant herder in front riding atop of the elephant in front of us. He was dressed in traditional garb with the loin wrap and head cloth/turban as did quite a few of the locals in this small out of the way and not so touristy village. So we’re slowly trundling along in the forest and he’s lazily using his stick to guide the elephant and… 10 minutes in he pulls out his cell phone from his sash and starts texting. In the middle of texting a huge pig jumps out from the side of the trail and he takes a picture running across our path in the jungle! So yeah, mobile technology is very pervasive and it’s reached into even very buried and unexpected parts of this world. Apps are still King Apps currently rule the roost when it comes to mobile devices and the applications that run on them. If there’s something that you need on your mobile device your first step usually is to look for an app, not use your browser. But native app development remains a pain in the butt, with the requirement to have to support 2 or 3 completely separate platforms. There are solutions that try to bridge that gap. Xamarin is on a tear at the moment, providing their cross-device toolkit to build applications using C#. While Xamarin tools are impressive – and also *very* expensive – they only address part of the development madness that is app development. There are still specific device integration isssues, dealing with the different developer programs, security and certificate setups and all that other noise that surrounds app development. There’s also PhoneGap/Cordova which provides a hybrid solution that involves creating local HTML/CSS/JavaScript based applications, and then packaging them to run in a specialized App container that can run on most mobile device platforms using a WebView interface. This allows for using of HTML technology, but it also still requires all the set up, configuration of APIs, security keys and certification and submission and deployment process just like native applications – you actually lose many of the benefits that  Web based apps bring. The big selling point of Cordova is that you get to use HTML have the ability to build your UI once for all platforms and run across all of them – but the rest of the app process remains in place. Apps can be a big pain to create and manage especially when we are talking about specialized or vertical business applications that aren’t geared at the mainstream market and that don’t fit the ‘store’ model. If you’re building a small intra department application you don’t want to deal with multiple device platforms and certification etc. for various public or corporate app stores. That model is simply not a good fit both from the development and deployment perspective. Even for commercial, big ticket apps, HTML as a UI platform offers many advantages over native, from write-once run-anywhere, to remote maintenance, single point of management and failure to having full control over the application as opposed to have the app store overloads censor you. In a lot of ways Web based HTML/CSS/JavaScript applications have so much potential for building better solutions based on existing Web technologies for the very same reasons a lot of content years ago moved off the desktop to the Web. To me the Web as a mobile platform makes perfect sense, but the reality of today’s Mobile Web unfortunately looks a little different… Where’s the Love for the Mobile Web? Yet here we are in the middle of 2014, nearly 7 years after the first iPhone was released and brought the promise of rich interactive information at your fingertips, and yet we still don’t really have a solid mobile Web platform. I know what you’re thinking: “But we have lots of HTML/JavaScript/CSS features that allows us to build nice mobile interfaces”. I agree to a point – it’s actually quite possible to build nice looking, rich and capable Web UI today. We have media queries to deal with varied display sizes, CSS transforms for smooth animations and transitions, tons of CSS improvements in CSS 3 that facilitate rich layout, a host of APIs geared towards mobile device features and lately even a number of JavaScript framework choices that facilitate development of multi-screen apps in a consistent manner. Personally I’ve been working a lot with AngularJs and heavily modified Bootstrap themes to build mobile first UIs and that’s been working very well to provide highly usable and attractive UI for typical mobile business applications. From the pure UI perspective things actually look very good. Not just about the UI But it’s not just about the UI - it’s also about integration with the mobile device. When it comes to putting all those pieces together into what amounts to a consolidated platform to build mobile Web applications, I think we still have a ways to go… there are a lot of missing pieces to make it all work together and integrate with the device more smoothly, and more importantly to make it work uniformly across the majority of devices. I think there are a number of reasons for this. Slow Standards Adoption HTML standards implementations and ratification has been dreadfully slow, and browser vendors all seem to pick and choose different pieces of the technology they implement. The end result is that we have a capable UI platform that’s missing some of the infrastructure pieces to make it whole on mobile devices. There’s lots of potential but what is lacking that final 10% to build truly compelling mobile applications that can compete favorably with native applications. Some of it is the fragmentation of browsers and the slow evolution of the mobile specific HTML APIs. A host of mobile standards exist but many of the standards are in the early review stage and they have been there stuck for long periods of time and seem to move at a glacial pace. Browser vendors seem even slower to implement them, and for good reason – non-ratified standards mean that implementations may change and vendor implementations tend to be experimental and  likely have to be changed later. Neither Vendors or developers are not keen on changing standards. This is the typical chicken and egg scenario, but without some forward momentum from some party we end up stuck in the mud. It seems that either the standards bodies or the vendors need to carry the torch forward and that doesn’t seem to be happening quickly enough. Mobile Device Integration just isn’t good enough Current standards are not far reaching enough to address a number of the use case scenarios necessary for many mobile applications. While not every application needs to have access to all mobile device features, almost every mobile application could benefit from some integration with other parts of the mobile device platform. Integration with GPS, phone, media, messaging, notifications, linking and contacts system are benefits that are unique to mobile applications and could be widely used, but are mostly (with the exception of GPS) inaccessible for Web based applications today. Unfortunately trying to do most of this today only with a mobile Web browser is a losing battle. Aside from PhoneGap/Cordova’s app centric model with its own custom API accessing mobile device features and the token exception of the GeoLocation API, most device integration features are not widely supported by the current crop of mobile browsers. For example there’s no usable messaging API that allows access to SMS or contacts from HTML. Even obvious components like the Media Capture API are only implemented partially by mobile devices. There are alternatives and workarounds for some of these interfaces by using browser specific code, but that’s might ugly and something that I thought we were trying to leave behind with newer browser standards. But it’s not quite working out that way. It’s utterly perplexing to me that mobile standards like Media Capture and Streams, Media Gallery Access, Responsive Images, Messaging API, Contacts Manager API have only minimal or no traction at all today. Keep in mind we’ve had mobile browsers for nearly 7 years now, and yet we still have to think about how to get access to an image from the image gallery or the camera on some devices? Heck Windows Phone IE Mobile just gained the ability to upload images recently in the Windows 8.1 Update – that’s feature that HTML has had for 20 years! These are simple concepts and common problems that should have been solved a long time ago. It’s extremely frustrating to see build 90% of a mobile Web app with relative ease and then hit a brick wall for the remaining 10%, which often can be show stoppers. The remaining 10% have to do with platform integration, browser differences and working around the limitations that browsers and ‘pinned’ applications impose on HTML applications. The maddening part is that these limitations seem arbitrary as they could easily work on all mobile platforms. For example, SMS has a URL Moniker interface that sort of works on Android, works badly with iOS (only works if the address is already in the contact list) and not at all on Windows Phone. There’s no reason this shouldn’t work universally using the same interface – after all all phones have supported SMS since before the year 2000! But, it doesn’t have to be this way Change can happen very quickly. Take the GeoLocation API for example. Geolocation has taken off at the very beginning of the mobile device era and today it works well, provides the necessary security (a big concern for many mobile APIs), and is supported by just about all major mobile and even desktop browsers today. It handles security concerns via prompts to avoid unwanted access which is a model that would work for most other device APIs in a similar fashion. One time approval and occasional re-approval if code changes or caches expire. Simple and only slightly intrusive. It all works well, even though GeoLocation actually has some physical limitations, such as representing the current location when no GPS device is present. Yet this is a solved problem, where other APIs that are conceptually much simpler to implement have failed to gain any traction at all. Technically none of these APIs should be a problem to implement, but it appears that the momentum is just not there. Inadequate Web Application Linking and Activation Another important piece of the puzzle missing is the integration of HTML based Web applications. Today HTML based applications are not first class citizens on mobile operating systems. When talking about HTML based content there’s a big difference between content and applications. Content is great for search engine discovery and plain browser usage. Content is usually accessed intermittently and permanent linking is not so critical for this type of content.  But applications have different needs. Applications need to be started up quickly and must be easily switchable to support a multi-tasking user workflow. Therefore, it’s pretty crucial that mobile Web apps are integrated into the underlying mobile OS and work with the standard task management features. Unfortunately this integration is not as smooth as it should be. It starts with actually trying to find mobile Web applications, to ‘installing’ them onto a phone in an easily accessible manner in a prominent position. The experience of discovering a Mobile Web ‘App’ and making it sticky is by no means as easy or satisfying. Today the way you’d go about this is: Open the browser Search for a Web Site in the browser with your search engine of choice Hope that you find the right site Hope that you actually find a site that works for your mobile device Click on the link and run the app in a fully chrome’d browser instance (read tiny surface area) Pin the app to the home screen (with all the limitations outline above) Hope you pointed at the right URL when you pinned Even for you and me as developers, there are a few steps in there that are painful and annoying, but think about the average user. First figuring out how to search for a specific site or URL? And then pinning the app and hopefully from the right location? You’ve probably lost more than half of your audience at that point. This experience sucks. For developers too this process is painful since app developers can’t control the shortcut creation directly. This problem often gets solved by crazy coding schemes, with annoying pop-ups that try to get people to create shortcuts via fancy animations that are both annoying and add overhead to each and every application that implements this sort of thing differently. And that’s not the end of it - getting the link onto the home screen with an application icon varies quite a bit between browsers. Apple’s non-standard meta tags are prominent and they work with iOS and Android (only more recent versions), but not on Windows Phone. Windows Phone instead requires you to create an actual screen or rather a partial screen be captured for a shortcut in the tile manager. Who had that brilliant idea I wonder? Surprisingly Chrome on recent Android versions seems to actually get it right – icons use pngs, pinning is easy and pinned applications properly behave like standalone apps and retain the browser’s active page state and content. Each of the platforms has a different way to specify icons (WP doesn’t allow you to use an icon image at all), and the most widely used interface in use today is a bunch of Apple specific meta tags that other browsers choose to support. The question is: Why is there no standard implementation for installing shortcuts across mobile platforms using an official format rather than a proprietary one? Then there’s iOS and the crazy way it treats home screen linked URLs using a crazy hybrid format that is neither as capable as a Web app running in Safari nor a WebView hosted application. Moving off the Web ‘app’ link when switching to another app actually causes the browser and preview it to ‘blank out’ the Web application in the Task View (see screenshot on the right). Then, when the ‘app’ is reactivated it ends up completely restarting the browser with the original link. This is crazy behavior that you can’t easily work around. In some situations you might be able to store the application state and restore it using LocalStorage, but for many scenarios that involve complex data sources (like say Google Maps) that’s not a possibility. The only reason for this screwed up behavior I can think of is that it is deliberate to make Web apps a pain in the butt to use and forcing users trough the App Store/PhoneGap/Cordova route. App linking and management is a very basic problem – something that we essentially have solved in every desktop browser – yet on mobile devices where it arguably matters a lot more to have easy access to web content we have to jump through hoops to have even a remotely decent linking/activation experience across browsers. Where’s the Money? It’s not surprising that device home screen integration and Mobile Web support in general is in such dismal shape – the mobile OS vendors benefit financially from App store sales and have little to gain from Web based applications that bypass the App store and the cash cow that it presents. On top of that, platform specific vendor lock-in of both end users and developers who have invested in hardware, apps and consumables is something that mobile platform vendors actually aspire to. Web based interfaces that are cross-platform are the anti-thesis of that and so again it’s no surprise that the mobile Web is on a struggling path. But – that may be changing. More and more we’re seeing operations shifting to services that are subscription based or otherwise collect money for usage, and that may drive more progress into the Web direction in the end . Nothing like the almighty dollar to drive innovation forward. Do we need a Mobile Web App Store? As much as I dislike moderated experiences in today’s massive App Stores, they do at least provide one single place to look for apps for your device. I think we could really use some sort of registry, that could provide something akin to an app store for mobile Web apps, to make it easier to actually find mobile applications. This could take the form of a specialized search engine, or maybe a more formal store/registry like structure. Something like apt-get/chocolatey for Web apps. It could be curated and provide at least some feedback and reviews that might help with the integrity of applications. Coupled to that could be a native application on each platform that would allow searching and browsing of the registry and then also handle installation in the form of providing the home screen linking, plus maybe an initial security configuration that determines what features are allowed access to for the app. I’m not holding my breath. In order for this sort of thing to take off and gain widespread appeal, a lot of coordination would be required. And in order to get enough traction it would have to come from a well known entity – a mobile Web app store from a no name source is unlikely to gain high enough usage numbers to make a difference. In a way this would eliminate some of the freedom of the Web, but of course this would also be an optional search path in addition to the standard open Web search mechanisms to find and access content today. Security Security is a big deal, and one of the perceived reasons why so many IT professionals appear to be willing to go back to the walled garden of deployed apps is that Apps are perceived as safe due to the official review and curation of the App stores. Curated stores are supposed to protect you from malware, illegal and misleading content. It doesn’t always work out that way and all the major vendors have had issues with security and the review process at some time or another. Security is critical, but I also think that Web applications in general pose less of a security threat than native applications, by nature of the sandboxed browser and JavaScript environments. Web applications run externally completely and in the HTML and JavaScript sandboxes, with only a very few controlled APIs allowing access to device specific features. And as discussed earlier – security for any device interaction can be granted the same for mobile applications through a Web browser, as they can for native applications either via explicit policies loaded from the Web, or via prompting as GeoLocation does today. Security is important, but it’s certainly solvable problem for Web applications even those that need to access device hardware. Security shouldn’t be a reason for Web apps to be an equal player in mobile applications. Apps are winning, but haven’t we been here before? So now we’re finding ourselves back in an era of installed app, rather than Web based and managed apps. Only it’s even worse today than with Desktop applications, in that the apps are going through a gatekeeper that charges a toll and censors what you can and can’t do in your apps. Frankly it’s a mystery to me why anybody would buy into this model and why it’s lasted this long when we’ve already been through this process. It’s crazy… It’s really a shame that this regression is happening. We have the technology to make mobile Web apps much more prominent, but yet we’re basically held back by what seems little more than bureaucracy, partisan bickering and self interest of the major parties involved. Back in the day of the desktop it was Internet Explorer’s 98+%  market shareholding back the Web from improvements for many years – now it’s the combined mobile OS market in control of the mobile browsers. If mobile Web apps were allowed to be treated the same as native apps with simple ways to install and run them consistently and persistently, that would go a long way to making mobile applications much more usable and seriously viable alternatives to native apps. But as it is mobile apps have a severe disadvantage in placement and operation. There are a few bright spots in all of this. Mozilla’s FireFoxOs is embracing the Web for it’s mobile OS by essentially building every app out of HTML and JavaScript based content. It supports both packaged and certified package modes (that can be put into the app store), and Open Web apps that are loaded and run completely off the Web and can also cache locally for offline operation using a manifest. Open Web apps are treated as full class citizens in FireFoxOS and run using the same mechanism as installed apps. Unfortunately FireFoxOs is getting a slow start with minimal device support and specifically targeting the low end market. We can hope that this approach will change and catch on with other vendors, but that’s also an uphill battle given the conflict of interest with platform lock in that it represents. Recent versions of Android also seem to be working reasonably well with mobile application integration onto the desktop and activation out of the box. Although it still uses the Apple meta tags to find icons and behavior settings, everything at least works as you would expect – icons to the desktop on pinning, WebView based full screen activation, and reliable application persistence as the browser/app is treated like a real application. Hopefully iOS will at some point provide this same level of rudimentary Web app support. What’s also interesting to me is that Microsoft hasn’t picked up on the obvious need for a solid Web App platform. Being a distant third in the mobile OS war, Microsoft certainly has nothing to lose and everything to gain by using fresh ideas and expanding into areas that the other major vendors are neglecting. But instead Microsoft is trying to beat the market leaders at their own game, fighting on their adversary’s terms instead of taking a new tack. Providing a kick ass mobile Web platform that takes the lead on some of the proposed mobile APIs would be something positive that Microsoft could do to improve its miserable position in the mobile device market. Where are we at with Mobile Web? It sure sounds like I’m really down on the Mobile Web, right? I’ve built a number of mobile apps in the last year and while overall result and response has been very positive to what we were able to accomplish in terms of UI, getting that final 10% that required device integration dialed was an absolute nightmare on every single one of them. Big compromises had to be made and some features were left out or had to be modified for some devices. In two cases we opted to go the Cordova route in order to get the integration we needed, along with the extra pain involved in that process. Unless you’re not integrating with device features and you don’t care deeply about a smooth integration with the mobile desktop, mobile Web development is fraught with frustration. So, yes I’m frustrated! But it’s not for lack of wanting the mobile Web to succeed. I am still a firm believer that we will eventually arrive a much more functional mobile Web platform that allows access to the most common device features in a sensible way. It wouldn't be difficult for device platform vendors to make Web based applications first class citizens on mobile devices. But unfortunately it looks like it will still be some time before this happens. So, what’s your experience building mobile Web apps? Are you finding similar issues? Just giving up on raw Web applications and building PhoneGap apps instead? Completely skipping the Web and going native? Leave a comment for discussion. Resources Rick Strahl on DotNet Rocks talking about Mobile Web© Rick Strahl, West Wind Technologies, 2005-2014Posted in HTML5  Mobile   Tweet !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); (function() { var po = document.createElement('script'); po.type = 'text/javascript'; po.async = true; po.src = 'https://apis.google.com/js/plusone.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(po, s); })();

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  • Towards Database Continuous Delivery – What Next after Continuous Integration? A Checklist

    - by Ben Rees
    .dbd-banner p{ font-size:0.75em; padding:0 0 10px; margin:0 } .dbd-banner p span{ color:#675C6D; } .dbd-banner p:last-child{ padding:0; } @media ALL and (max-width:640px){ .dbd-banner{ background:#f0f0f0; padding:5px; color:#333; margin-top: 5px; } } -- Database delivery patterns & practices STAGE 4 AUTOMATED DEPLOYMENT If you’ve been fortunate enough to get to the stage where you’ve implemented some sort of continuous integration process for your database updates, then hopefully you’re seeing the benefits of that investment – constant feedback on changes your devs are making, advanced warning of data loss (prior to the production release on Saturday night!), a nice suite of automated tests to check business logic, so you know it’s going to work when it goes live, and so on. But what next? What can you do to improve your delivery process further, moving towards a full continuous delivery process for your database? In this article I describe some of the issues you might need to tackle on the next stage of this journey, and how to plan to overcome those obstacles before they appear. Our Database Delivery Learning Program consists of four stages, really three – source controlling a database, running continuous integration processes, then how to set up automated deployment (the middle stage is split in two – basic and advanced continuous integration, making four stages in total). If you’ve managed to work through the first three of these stages – source control, basic, then advanced CI, then you should have a solid change management process set up where, every time one of your team checks in a change to your database (whether schema or static reference data), this change gets fully tested automatically by your CI server. But this is only part of the story. Great, we know that our updates work, that the upgrade process works, that the upgrade isn’t going to wipe our 4Tb of production data with a single DROP TABLE. But – how do you get this (fully tested) release live? Continuous delivery means being always ready to release your software at any point in time. There’s a significant gap between your latest version being tested, and it being easily releasable. Just a quick note on terminology – there’s a nice piece here from Atlassian on the difference between continuous integration, continuous delivery and continuous deployment. This piece also gives a nice description of the benefits of continuous delivery. These benefits have been summed up by Jez Humble at Thoughtworks as: “Continuous delivery is a set of principles and practices to reduce the cost, time, and risk of delivering incremental changes to users” There’s another really useful piece here on Simple-Talk about the need for continuous delivery and how it applies to the database written by Phil Factor – specifically the extra needs and complexities of implementing a full CD solution for the database (compared to just implementing CD for, say, a web app). So, hopefully you’re convinced of moving on the the next stage! The next step after CI is to get some sort of automated deployment (or “release management”) process set up. But what should I do next? What do I need to plan and think about for getting my automated database deployment process set up? Can’t I just install one of the many release management tools available and hey presto, I’m ready! If only it were that simple. Below I list some of the areas that it’s worth spending a little time on, where a little planning and prep could go a long way. It’s also worth pointing out, that this should really be an evolving process. Depending on your starting point of course, it can be a long journey from your current setup to a full continuous delivery pipeline. If you’ve got a CI mechanism in place, you’re certainly a long way down that path. Nevertheless, we’d recommend evolving your process incrementally. Pages 157 and 129-141 of the book on Continuous Delivery (by Jez Humble and Dave Farley) have some great guidance on building up a pipeline incrementally: http://www.amazon.com/Continuous-Delivery-Deployment-Automation-Addison-Wesley/dp/0321601912 For now, in this post, we’ll look at the following areas for your checklist: You and Your Team Environments The Deployment Process Rollback and Recovery Development Practices You and Your Team It’s a cliché in the DevOps community that “It’s not all about processes and tools, really it’s all about a culture”. As stated in this DevOps report from Puppet Labs: “DevOps processes and tooling contribute to high performance, but these practices alone aren’t enough to achieve organizational success. The most common barriers to DevOps adoption are cultural: lack of manager or team buy-in, or the value of DevOps isn’t understood outside of a specific group”. Like most clichés, there’s truth in there – if you want to set up a database continuous delivery process, you need to get your boss, your department, your company (if relevant) onside. Why? Because it’s an investment with the benefits coming way down the line. But the benefits are huge – for HP, in the book A Practical Approach to Large-Scale Agile Development: How HP Transformed LaserJet FutureSmart Firmware, these are summarized as: -2008 to present: overall development costs reduced by 40% -Number of programs under development increased by 140% -Development costs per program down 78% -Firmware resources now driving innovation increased by a factor of 8 (from 5% working on new features to 40% But what does this mean? It means that, when moving to the next stage, to make that extra investment in automating your deployment process, it helps a lot if everyone is convinced that this is a good thing. That they understand the benefits of automated deployment and are willing to make the effort to transform to a new way of working. Incidentally, if you’re ever struggling to convince someone of the value I’d strongly recommend just buying them a copy of this book – a great read, and a very practical guide to how it can really work at a large org. I’ve spoken to many customers who have implemented database CI who describe their deployment process as “The point where automation breaks down. Up to that point, the CI process runs, untouched by human hand, but as soon as that’s finished we revert to manual.” This deployment process can involve, for example, a DBA manually comparing an environment (say, QA) to production, creating the upgrade scripts, reading through them, checking them against an Excel document emailed to him/her the night before, turning to page 29 in his/her notebook to double-check how replication is switched off and on for deployments, and so on and so on. Painful, error-prone and lengthy. But the point is, if this is something like your deployment process, telling your DBA “We’re changing everything you do and your toolset next week, to automate most of your role – that’s okay isn’t it?” isn’t likely to go down well. There’s some work here to bring him/her onside – to explain what you’re doing, why there will still be control of the deployment process and so on. Or of course, if you’re the DBA looking after this process, you have to do a similar job in reverse. You may have researched and worked out how you’d like to change your methodology to start automating your painful release process, but do the dev team know this? What if they have to start producing different artifacts for you? Will they be happy with this? Worth talking to them, to find out. As well as talking to your DBA/dev team, the other group to get involved before implementation is your manager. And possibly your manager’s manager too. As mentioned, unless there’s buy-in “from the top”, you’re going to hit problems when the implementation starts to get rocky (and what tool/process implementations don’t get rocky?!). You need to have support from someone senior in your organisation – someone you can turn to when you need help with a delayed implementation, lack of resources or lack of progress. Actions: Get your DBA involved (or whoever looks after live deployments) and discuss what you’re planning to do or, if you’re the DBA yourself, get the dev team up-to-speed with your plans, Get your boss involved too and make sure he/she is bought in to the investment. Environments Where are you going to deploy to? And really this question is – what environments do you want set up for your deployment pipeline? Assume everyone has “Production”, but do you have a QA environment? Dedicated development environments for each dev? Proper pre-production? I’ve seen every setup under the sun, and there is often a big difference between “What we want, to do continuous delivery properly” and “What we’re currently stuck with”. Some of these differences are: What we want What we’ve got Each developer with their own dedicated database environment A single shared “development” environment, used by everyone at once An Integration box used to test the integration of all check-ins via the CI process, along with a full suite of unit-tests running on that machine In fact if you have a CI process running, you’re likely to have some sort of integration server running (even if you don’t call it that!). Whether you have a full suite of unit tests running is a different question… Separate QA environment used explicitly for manual testing prior to release “We just test on the dev environments, or maybe pre-production” A proper pre-production (or “staging”) box that matches production as closely as possible Hopefully a pre-production box of some sort. But does it match production closely!? A production environment reproducible from source control A production box which has drifted significantly from anything in source control The big question is – how much time and effort are you going to invest in fixing these issues? In reality this just involves figuring out which new databases you’re going to create and where they’ll be hosted – VMs? Cloud-based? What about size/data issues – what data are you going to include on dev environments? Does it need to be masked to protect access to production data? And often the amount of work here really depends on whether you’re working on a new, greenfield project, or trying to update an existing, brownfield application. There’s a world if difference between starting from scratch with 4 or 5 clean environments (reproducible from source control of course!), and trying to re-purpose and tweak a set of existing databases, with all of their surrounding processes and quirks. But for a proper release management process, ideally you have: Dedicated development databases, An Integration server used for testing continuous integration and running unit tests. [NB: This is the point at which deployments are automatic, without human intervention. Each deployment after this point is a one-click (but human) action], QA – QA engineers use a one-click deployment process to automatically* deploy chosen releases to QA for testing, Pre-production. The environment you use to test the production release process, Production. * A note on the use of the word “automatic” – when carrying out automated deployments this does not mean that the deployment is happening without human intervention (i.e. that something is just deploying over and over again). It means that the process of carrying out the deployment is automatic in that it’s not a person manually running through a checklist or set of actions. The deployment still requires a single-click from a user. Actions: Get your environments set up and ready, Set access permissions appropriately, Make sure everyone understands what the environments will be used for (it’s not a “free-for-all” with all environments to be accessed, played with and changed by development). The Deployment Process As described earlier, most existing database deployment processes are pretty manual. The following is a description of a process we hear very often when we ask customers “How do your database changes get live? How does your manual process work?” Check pre-production matches production (use a schema compare tool, like SQL Compare). Sometimes done by taking a backup from production and restoring in to pre-prod, Again, use a schema compare tool to find the differences between the latest version of the database ready to go live (i.e. what the team have been developing). This generates a script, User (generally, the DBA), reviews the script. This often involves manually checking updates against a spreadsheet or similar, Run the script on pre-production, and check there are no errors (i.e. it upgrades pre-production to what you hoped), If all working, run the script on production.* * this assumes there’s no problem with production drifting away from pre-production in the interim time period (i.e. someone has hacked something in to the production box without going through the proper change management process). This difference could undermine the validity of your pre-production deployment test. Red Gate is currently working on a free tool to detect this problem – sign up here at www.sqllighthouse.com, if you’re interested in testing early versions. There are several variations on this process – some better, some much worse! How do you automate this? In particular, step 3 – surely you can’t automate a DBA checking through a script, that everything is in order!? The key point here is to plan what you want in your new deployment process. There are so many options. At one extreme, pure continuous deployment – whenever a dev checks something in to source control, the CI process runs (including extensive and thorough testing!), before the deployment process keys in and automatically deploys that change to the live box. Not for the faint hearted – and really not something we recommend. At the other extreme, you might be more comfortable with a semi-automated process – the pre-production/production matching process is automated (with an error thrown if these environments don’t match), followed by a manual intervention, allowing for script approval by the DBA. One he/she clicks “Okay, I’m happy for that to go live”, the latter stages automatically take the script through to live. And anything in between of course – and other variations. But we’d strongly recommended sitting down with a whiteboard and your team, and spending a couple of hours mapping out “What do we do now?”, “What do we actually want?”, “What will satisfy our needs for continuous delivery, but still maintaining some sort of continuous control over the process?” NB: Most of what we’re discussing here is about production deployments. It’s important to note that you will also need to map out a deployment process for earlier environments (for example QA). However, these are likely to be less onerous, and many customers opt for a much more automated process for these boxes. Actions: Sit down with your team and a whiteboard, and draw out the answers to the questions above for your production deployments – “What do we do now?”, “What do we actually want?”, “What will satisfy our needs for continuous delivery, but still maintaining some sort of continuous control over the process?” Repeat for earlier environments (QA and so on). Rollback and Recovery If only every deployment went according to plan! Unfortunately they don’t – and when things go wrong, you need a rollback or recovery plan for what you’re going to do in that situation. Once you move in to a more automated database deployment process, you’re far more likely to be deploying more frequently than before. No longer once every 6 months, maybe now once per week, or even daily. Hence the need for a quick rollback or recovery process becomes paramount, and should be planned for. NB: These are mainly scenarios for handling rollbacks after the transaction has been committed. If a failure is detected during the transaction, the whole transaction can just be rolled back, no problem. There are various options, which we’ll explore in subsequent articles, things like: Immediately restore from backup, Have a pre-tested rollback script (remembering that really this is a “roll-forward” script – there’s not really such a thing as a rollback script for a database!) Have fallback environments – for example, using a blue-green deployment pattern. Different options have pros and cons – some are easier to set up, some require more investment in infrastructure; and of course some work better than others (the key issue with using backups, is loss of the interim transaction data that has been added between the failed deployment and the restore). The best mechanism will be primarily dependent on how your application works and how much you need a cast-iron failsafe mechanism. Actions: Work out an appropriate rollback strategy based on how your application and business works, your appetite for investment and requirements for a completely failsafe process. Development Practices This is perhaps the more difficult area for people to tackle. The process by which you can deploy database updates is actually intrinsically linked with the patterns and practices used to develop that database and linked application. So you need to decide whether you want to implement some changes to the way your developers actually develop the database (particularly schema changes) to make the deployment process easier. A good example is the pattern “Branch by abstraction”. Explained nicely here, by Martin Fowler, this is a process that can be used to make significant database changes (e.g. splitting a table) in a step-wise manner so that you can always roll back, without data loss – by making incremental updates to the database backward compatible. Slides 103-108 of the following slidedeck, from Niek Bartholomeus explain the process: https://speakerdeck.com/niekbartho/orchestration-in-meatspace As these slides show, by making a significant schema change in multiple steps – where each step can be rolled back without any loss of new data – this affords the release team the opportunity to have zero-downtime deployments with considerably less stress (because if an increment goes wrong, they can roll back easily). There are plenty more great patterns that can be implemented – the book Refactoring Databases, by Scott Ambler and Pramod Sadalage is a great read, if this is a direction you want to go in: http://www.amazon.com/Refactoring-Databases-Evolutionary-paperback-Addison-Wesley/dp/0321774515 But the question is – how much of this investment are you willing to make? How often are you making significant schema changes that would require these best practices? Again, there’s a difference here between migrating old projects and starting afresh – with the latter it’s much easier to instigate best practice from the start. Actions: For your business, work out how far down the path you want to go, amending your database development patterns to “best practice”. It’s a trade-off between implementing quality processes, and the necessity to do so (depending on how often you make complex changes). Socialise these changes with your development group. No-one likes having “best practice” changes imposed on them, so good to introduce these ideas and the rationale behind them early.   Summary The next stages of implementing a continuous delivery pipeline for your database changes (once you have CI up and running) require a little pre-planning, if you want to get the most out of the work, and for the implementation to go smoothly. We’ve covered some of the checklist of areas to consider – mainly in the areas of “Getting the team ready for the changes that are coming” and “Planning our your pipeline, environments, patterns and practices for development”, though there will be more detail, depending on where you’re coming from – and where you want to get to. This article is part of our database delivery patterns & practices series on Simple Talk. Find more articles for version control, automated testing, continuous integration & deployment.

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  • 26 Days: Countdown to Oracle OpenWorld 2012

    - by Michael Snow
    Welcome to our countdown to Oracle OpenWorld! Oracle OpenWorld 2012 is just around the corner. In less than 26 days, San Francisco will be invaded by an expected 50,000 people from all over the world. Here on the Oracle WebCenter team, we’ve all been working to help make the experience a great one for all our WebCenter customers. For a sneak peak  – we’ll be spending this week giving you a teaser of what to look forward to if you are joining us in San Francisco from September 30th through October 4th. We have Oracle WebCenter sessions covering all topics imaginable. Take a look and use the tools we provide to build out your schedule in advance and reserve your seats in your favorite sessions.  That gives you plenty of time to plan for your week with us in San Francisco. If unfortunately, your boss denied your request to attend - there are still some ways that you can join in the experience virtually On-Demand. This year - we are expanding even more up North of Market Street and will be taking over Union Square as well. Check out this map of San Francisco to get a sense of how much of a footprint Oracle OpenWorld has grown to this year. With so much to see and so many sessions to learn from - its no wonder that people get excited. Add to that a good mix of fun and all of the possible WebCenter sessions you could attend - you won't want to sleep at all to take full advantage of such an opportunity. We'll also have our annual WebCenter Customer Appreciation reception - stay tuned this week for some more info on registration to make sure you'll be able to join us. If you've been following the America's Cup at all and believe in EXTREME PERFORMANCE you'll definitely want to take a look at this video from last year's OpenWorld Keynote. 12.00 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Important OpenWorld Links:  Attendee / Presenters Toolkit Oracle Schedule Builder WebCenter Sessions (listed in the catalog under Fusion Middleware as "Portals, Sites, Content, and Collaboration" ) Oracle Music Festival - AMAZING Line up!!  Oracle Customer Appreciation Night -LOOK HERE!! Oracle OpenWorld LIVE On-Demand Here are all the WebCenter sessions broken down by day for your viewing pleasure. Monday, October 1st CON8885 - Simplify CRM Engagement with Contextual Collaboration Are your sales teams disconnected and disengaged? Do you want a tool for easily connecting expertise across your organization and providing visibility into the complete sales process? Do you want a way to enhance and retain organization knowledge? Oracle Social Network is the answer. Attend this session to learn how to make CRM easy, effective, and efficient for use across virtual sales teams. Also learn how Oracle Social Network can drive sales force collaboration with natural conversations throughout the sales cycle, promote sales team productivity through purposeful social networking without the noise, and build cross-team knowledge by integrating conversations with CRM and other business applications. CON8268 - Oracle WebCenter Strategy: Engaging Your Customers. Empowering Your Business Oracle WebCenter is a user engagement platform for social business, connecting people and information. Attend this session to learn about the Oracle WebCenter strategy, and understand where Oracle is taking the platform to help companies engage customers, empower employees, and enable partners. Business success starts with ensuring that everyone is engaged with the right people and the right information and can access what they need through the channel of their choice—Web, mobile, or social. Are you giving customers, employees, and partners the best-possible experience? Come learn how you can! ¶ HOL10208 - Add Social Capabilities to Your Enterprise Applications Oracle Social Network enables you to add real-time collaboration capabilities into your enterprise applications, so that conversations can happen directly within your business systems. In this hands-on lab, you will try out the Oracle Social Network product to collaborate with other attendees, using real-time conversations with document sharing capabilities. Next you will embed social capabilities into a sample Web-based enterprise application, using embedded UI components. Experts will also write simple REST-based integrations, using the Oracle Social Network API to programmatically create social interactions. ¶ CON8893 - Improve Employee Productivity with Intuitive and Social Work Environments Social technologies have already transformed the ways customers, employees, partners, and suppliers communicate and stay informed. Forward-thinking organizations today need technologies and infrastructures to help them advance to the next level and integrate social activities with business applications to deliver a user experience that simplifies business processes and enterprise application engagement. Attend this session to hear from an innovative Oracle Social Network customer and learn how you can improve productivity with intuitive and social work environments and empower your employees with innovative social tools to enable contextual access to content and dynamic personalization of solutions. ¶ CON8270 - Oracle WebCenter Content Strategy and Vision Oracle WebCenter provides a strategic content infrastructure for managing documents, images, e-mails, and rich media files. With a single repository, organizations can address any content use case, such as accounts payable, HR onboarding, document management, compliance, records management, digital asset management, or Website management. In this session, learn about future plans for how Oracle WebCenter will address new use cases as well as new integrations with Oracle Fusion Middleware and Oracle Applications, leveraging your investments by making your users more productive and error-free. ¶ CON8269 - Oracle WebCenter Sites Strategy and Vision Oracle’s Web experience management solution, Oracle WebCenter Sites, enables organizations to use the online channel to drive customer acquisition and brand loyalty. It helps marketers and business users easily create and manage contextually relevant, social, interactive online experiences across multiple channels on a global scale. In this session, learn about future plans for how Oracle WebCenter Sites will provide you with the tools, capabilities, and integrations you need in order to continue to address your customers’ evolving requirements for engaging online experiences and keep moving your business forward. ¶ CON8896 - Living with SharePoint SharePoint is a popular platform, but it’s not always the best fit for Oracle customers. In this session, you’ll discover the technical and nontechnical limitations and pitfalls of SharePoint and learn about Oracle alternatives for collaboration, portals, enterprise and Web content management, social computing, and application integration. The presentation shows you how to integrate with SharePoint when business or IT requirements dictate and covers cloud-based (Office 365) and on-premises versions of SharePoint. Presented by a former Microsoft director of SharePoint product management and backed by independent customer research, this session will prepare you to answer the question “Why don’t we just use SharePoint for that?’ the next time it comes up in your organization. ¶ CON7843 - Content-Enabling Enterprise Processes with Oracle WebCenter Organizations today continually strive to automate business processes, reduce costs, and improve efficiency. Many business processes are content-intensive and unstructured, requiring ad hoc collaboration, and distributed in nature, requiring many approvals and generating huge volumes of paper. In this session, learn how Oracle and SYSTIME have partnered to help a customer content-enable its enterprise with Oracle WebCenter Content and Oracle WebCenter Imaging 11g and integrate them with Oracle Applications. ¶ CON6114 - Tape Robotics’ Newest Superhero: Now Fueled by Oracle Software For small, midsize, and rapidly growing businesses that want the most energy-efficient, scalable storage infrastructure to meet their rapidly growing data demands, Oracle’s most recent addition to its award-winning tape portfolio leverages several pieces of Oracle software. With Oracle Linux, Oracle WebLogic, and Oracle Fusion Middleware tools, the library achieves a higher level of usability than previous products while offering customers a familiar interface for management, plus ease of use. This session examines the competitive advantages of the tape library and how Oracle software raises customer satisfaction. Learn how the combination of Oracle engineered systems, Oracle Secure Backup, and Oracle’s StorageTek tape libraries provide end-to-end coverage of your data. ¶ CON9437 - Mobile Access Management With more than five billion mobile devices on the planet and an increasing number of users using their own devices to access corporate data and applications, securely extending identity management to mobile devices has become a hot topic. This session focuses on how to extend your existing identity management infrastructure and policies to securely and seamlessly enable mobile user access. CON7815 - Customer Experience Online in Cloud: Oracle WebCenter Sites, Oracle ATG Apps, Oracle Exalogic Oracle WebCenter Sites and Oracle’s ATG product line together can provide a compelling marketing and e-commerce experience. When you couple them with the extreme performance of Oracle Exalogic, you’ll see unmatched scalability that provides you with a true cloud-based solution. In this session, you’ll learn how running Oracle WebCenter Sites and ATG applications on Oracle Exalogic delivers both a private and a public cloud experience. Find out what it takes to get these systems working together and delivering engaging Web experiences. Even if you aren’t considering Oracle Exalogic today, the rich Web experience of Oracle WebCenter, paired with the depth of the ATG product line, can provide your business full support, from merchandising through sale completion. ¶ CON8271 - Oracle WebCenter Portal Strategy and Vision To innovate and keep a competitive edge, organizations need to leverage the power of agile and responsive Web applications. Oracle WebCenter Portal enables you to do just that, by delivering intuitive user experiences for enterprise applications to drive innovation with composite applications and mashups. Attend this session to learn firsthand from customers how Oracle WebCenter Portal extends the value of existing enterprise applications, business processes, and content; delivers a superior business user experience; and maximizes limited IT resources. ¶ CON8880 - The Connected Customer Experience Begins with the Online Channel There’s a lot of talk these days about how to connect the customer journey across various touchpoints—from Websites and e-commerce to call centers and in-store—to provide experiences that are more relevant and engaging and ultimately gain competitive edge. Doing it all at once isn’t a realistic objective, so where do you start? Come to this session, and hear about three steps you can take that can help you begin your journey toward delivering the connected customer experience. You’ll hear how Oracle now has an integrated digital marketing platform for your corporate Website, your e-commerce site, your self-service portal, and your marketing and loyalty campaigns, and you’ll learn what you can do today to begin executing on your customer experience initiatives. ¶ GEN11451 - General Session: Building Mobile Applications with Oracle Cloud With the prevalence of smart mobile devices, companies are facing an increased demand to provide access to data and applications from new channels. However, developing applications for mobile devices poses some unique challenges. Come to this session to learn how Oracle addresses these challenges, offering a simpler way to develop and deploy cross-device mobile applications. See how Oracle Cloud enables you to access applications, data, and services from mobile channels in an easier way.  CON8272 - Oracle Social Network Strategy and Vision One key way of increasing employee productivity is by bringing people, processes, and information together—providing new social capabilities to enable business users to quickly correspond and collaborate on business activities. Oracle WebCenter provides a user engagement platform with social and collaborative technologies to empower business users to focus on their key business processes, applications, and content in the context of their role and process. Attend this session to hear how the latest social capabilities in Oracle Social Network are enabling organizations to transform themselves into social businesses.  --- Tuesday, October 2nd HOL10194 - Enterprise Content Management Simplified: Oracle WebCenter Content’s Next-Generation UI Regardless of the nature of your business, unstructured content underpins many of its daily functions. Whether you are working with traditional presentations, spreadsheets, or text documents—or even with digital assets such as images and multimedia files—your content needs to be accessible and manageable in convenient and intuitive ways to make working with the content easier. Additionally, you need the ability to easily share documents with coworkers to facilitate a collaborative working environment. Come to this session to see how Oracle WebCenter Content’s next-generation user interface helps modern knowledge workers easily manage personal and enterprise documents in a collaborative environment.¶ CON8877 - Develop a Mobile Strategy with Oracle WebCenter: Engage Customers, Employees, and Partners Mobile technology has gone from nice-to-have to a cornerstone of user engagement. Mobile access enables users to have information available at their fingertips, enabling them to take action the moment they make a decision, interact in the moment of convenience, and take advantage of new service offerings in their preferred channels. All your employees have your mobile applications in their pocket; now what are you going to do? It is a critical step for companies to think through what their employees, customers, and partners really need on their devices. Attend this session to see how Oracle WebCenter enables you to better engage your customers, employees, and partners by providing a unified experience across multiple channels. ¶ CON9447 - Enabling Access for Hundreds of Millions of Users How do you grow your business by identifying, authenticating, authorizing, and federating users on the Web, leveraging social identity and the open source OAuth protocol? How do you scale your access management solution to support hundreds of millions of users? With social identity support out of the box, Oracle’s access management solution is also benchmarked for 250-million-user deployment according to real-world customer scenarios. In this session, you will learn about the social identity capability and the 250-million-user benchmark testing of Oracle Access Manager and Oracle Adaptive Access Manager running on Oracle Exalogic and Oracle Exadata. ¶ HOL10207 - Build an Intranet Portal with Oracle WebCenter In this hands-on lab, you’ll work with Oracle WebCenter Portal and Oracle WebCenter Content to build out an enterprise portal that maximizes the productivity of teams and individual contributors. Using browser-based tools, you’ll manage site resources such as page styles, templates, and navigation. You’ll edit content stored in Oracle WebCenter Content directly from your portal. You’ll also experience the latest features that promote collaboration, social networking, and personal productivity. ¶ CON2906 - Get Proactive: Best Practices for Maintaining Oracle Fusion Middleware You chose Oracle Fusion Middleware products to help your organization deliver superior business results. Now learn how to take full advantage of your software with all the great tools, resources, and product updates you’re entitled to through Oracle Support. In this session, Oracle product experts provide proven best practices to help you work more efficiently, plan and prepare for upgrades and patching more effectively, and manage risk. Topics include configuration management tools, remote diagnostics, My Oracle Support Community, and My Oracle Support Lifecycle Advisors. New users and Oracle Fusion Middleware experts alike are guaranteed to leave with fresh ideas and practical, easy-to-implement next steps. ¶ CON8878 - Oracle WebCenter’s Cloud Strategy: From Social and Platform Services to Mashups Cloud computing represents a paradigm shift in how we build applications, automate processes, collaborate, and share and in how we secure our enterprise. Additionally, as you adopt cloud-based services in your organization, it’s likely that you will still have many critical on-premises applications running. With these mixed environments, multiple user interfaces, different security, and multiple datasources and content sources, how do you start evolving your strategy to account for these challenges? Oracle WebCenter offers a complete array of technologies enabling you to solve these challenges and prepare you for the cloud. Attend this session to learn how you can use Oracle WebCenter in the cloud as well as create on-premises and cloud application mash-ups. ¶ CON8901 - Optimize Enterprise Business Processes with Oracle WebCenter and Oracle BPM Do you have business processes that span multiple applications? Are you grappling with how to have visibility across these business processes; how to manage content that is associated with these processes; and, most importantly, how to model and optimize these business processes? Attend this session to hear how Oracle WebCenter and Oracle Business Process Management provide a unique set of integrated solutions to provide a composite application dashboard across these business processes and offer a solution for content-centric business processes. ¶ CON8883 - Deliver Engaging Interfaces to Oracle Applications with Oracle WebCenter Critical business processes live within enterprise applications, and application users need to manage and execute these processes as effectively as possible. Oracle provides a comprehensive user engagement platform to increase user productivity and optimize overall processes within Oracle Applications—Oracle E-Business Suite and Oracle’s Siebel, PeopleSoft, and JD Edwards product families—and third-party applications. Attend this session to learn how you can integrate these applications with Oracle WebCenter to deliver composite application dashboards to your end users—whether they are your customers, partners, or employees—for enhanced usability and Web 2.0–enabled enterprise portals.¶ Wednesday, October 3rd CON8895 - Future-Ready Intranets: How Aramark Re-engineered the Application Landscape There are essential techniques and technologies you can use to deliver employee portals that garner higher productivity, improve business efficiency, and increase user engagement. Attend this session to learn how you can leverage Oracle WebCenter Portal as a user engagement platform for bringing together business process management, enterprise content management, and business intelligence into a highly relevant and integrated experience. Hear how Aramark has leveraged Oracle WebCenter Portal and Oracle WebCenter Content to deliver a unified workspace providing simpler navigation and processing, consolidation of tools, easy access to information, integrated search, and single sign-on. ¶ CON8886 - Content Consolidation: Save Money, Increase Efficiency, and Eliminate Silos Organizations are looking for ways to save money and be more efficient. With content in many different places, it’s difficult to know where to look for a document and whether the document is the most current version. With Oracle WebCenter, content can be consolidated into one best-of-breed repository that is secure, scalable, and integrated with your business processes and applications. Users can find the content they need, where they need it, and ensure that it is the right content. This session covers content challenges that affect your business; content consolidation that can lead to savings in storage and administration costs and can lower risks; and how companies are realizing savings. ¶ CON8911 - Improve Online Experiences for Customers and Partners with Self-Service Portals Are you able to provide your customers and partners an easy-to-use online self-service experience? Are you processing high-volume transactions and struggling with call center bottlenecks or back-end systems that won’t integrate, causing order delays and customer frustration? Are you looking to target content such as product and service offerings to your end users? This session shares approaches to providing targeted delivery as well as strategies and best practices for transforming your business by providing an intuitive user experience for your customers and partners. ¶ CON6156 - Top 10 Ways to Integrate Oracle WebCenter Content This session covers 10 common ways to integrate Oracle WebCenter Content with other enterprise applications and middleware. It discusses out-of-the-box modules that provide expanded features in Oracle WebCenter Content—such as enterprise search, SOA, and BPEL—as well as developer tools you can use to create custom integrations. The presentation also gives guidance on which integration option may work best in your environment. ¶ HOL10207 - Build an Intranet Portal with Oracle WebCenter In this hands-on lab, you’ll work with Oracle WebCenter Portal and Oracle WebCenter Content to build out an enterprise portal that maximizes the productivity of teams and individual contributors. Using browser-based tools, you’ll manage site resources such as page styles, templates, and navigation. You’ll edit content stored in Oracle WebCenter Content directly from your portal. You’ll also experience the latest features that promote collaboration, social networking, and personal productivity. ¶ CON7817 - Migration to Oracle WebCenter Imaging 11g Customers today continually strive to automate business processes, reduce costs, and improve efficiency. The accounts payable process—which is often distributed in nature, requires many approvals, and generates huge volumes of paper invoices—is automated by many customers. In this session, learn how Oracle and SYSTIME have partnered to help a customer migrate its existing Oracle Imaging and Process Management Release 7.6 to the latest Oracle WebCenter Imaging 11g and integrate it with Oracle’s JD Edwards family of products. ¶ CON8910 - How to Engage Customers Across Web, Mobile, and Social Channels Whether on desktops at the office, on tablets at home, or on mobile phones when on the go, today’s customers are always connected. To engage today’s customers, you need to make the online customer experience connected and consistent across a host of devices and multiple channels, including Web, mobile, and social networks. Managing this multichannel environment can result in lots of headaches without the right tools. Attend this session to learn how Oracle WebCenter Sites solves the challenge of multichannel customer engagement. ¶ HOL10206 - Oracle WebCenter Sites 11g: Transforming the Content Contributor Experience Oracle WebCenter Sites 11g makes it easy for marketers and business users to contribute to and manage Websites with the new visual, contextual, and intuitive Web authoring interface. In this hands-on lab, you will create and manage content for a sports-themed Website, using many of the new and enhanced features of the 11g release. ¶ CON8900 - Building Next-Generation Portals: An Interactive Customer Panel Discussion Social and collaborative technologies have changed how people interact, learn, and collaborate, and providing a modern, social Web presence is imperative to remain competitive in today’s market. Can your business benefit from a more collaborative and interactive portal environment for employees, customers, and partners? Attend this session to hear from Oracle WebCenter Portal customers as they share their strategies and best practices for providing users with a modern experience that adapts to their needs and includes personalized access to content in context. The panel also addresses how customers have benefited from creating next-generation portals by migrating from older portal technologies to Oracle WebCenter Portal. ¶ CON9625 - Taking Control of Oracle WebCenter Security Organizations are increasingly looking to extend their Oracle WebCenter portal for social business, to serve external users and provide seamless access to the right information. In particular, many organizations are extending Oracle WebCenter in a business-to-business scenario requiring secure identification and authorization of business partners and their users. This session focuses on how customers are leveraging, securing, and providing access control to Oracle WebCenter portal and mobile solutions. You will learn best practices and hear real-world examples of how to provide flexible and granular access control for Oracle WebCenter deployments, using Oracle Platform Security Services and Oracle Access Management Suite product offerings. ¶ CON8891 - Extending Social into Enterprise Applications and Business Processes Oracle Social Network is an extensible social platform that enables contextual collaboration within enterprise applications and business processes, providing relevant data from across various enterprise systems in one place. Attend this session to see how an Oracle Social Network customer is integrating multiple applications—such as CRM, HCM, and business processes—into Oracle Social Network and Oracle WebCenter to enable individuals and teams to solve complex cross-organizational business problems more effectively by utilizing the social enterprise. ¶ Thursday, October 4th CON8899 - Becoming a Social Business: Stories from the Front Lines of Change What does it really mean to be a social business? How can you change our organization to embrace social approaches? What pitfalls do you need to avoid? In this lively panel discussion, customer and industry thought leaders in social business explore these topics and more as they share their stories of the good, the bad, and the ugly that can happen when embracing social methods and technologies to improve business success. Using moderated questions and open Q&A from the audience, the panel discusses vital topics such as the critical factors for success, the major issues to avoid, how to gain senior executive support for social efforts, how to handle undesired behavior, and how to measure business impact. It takes a thought-provoking look at becoming a social business from the inside. ¶ CON6851 - Oracle WebCenter and Oracle Business Intelligence Enterprise Edition to Create Vendor Portals Large manufacturers of grocery items routinely find themselves depending on the inventory management expertise of their wholesalers and distributors. Inventory costs can be managed more efficiently by the manufacturers if they have better insight into the inventory levels of items carried by their distributors. This creates a unique opportunity for distributors and wholesalers to leverage this knowledge into a revenue-generating subscription service. Oracle Business Intelligence Enterprise Edition and Oracle WebCenter Portal play a key part in enabling creation of business-managed business intelligence portals for vendors. This session discusses one customer that implemented this by leveraging Oracle WebCenter and Oracle Business Intelligence Enterprise Edition. ¶ CON8879 - Provide a Personalized and Consistent Customer Experience in Your Websites and Portals Your customers engage with your company online in different ways throughout their journey—from prospecting by acquiring information on your corporate Website to transacting through self-service applications on your customer portal—and then the cycle begins again when they look for new products and services. Ensuring that the customer experience is consistent and personalized across online properties—from branding and content to interactions and transactions—can be a daunting task. Oracle WebCenter enables you to speak and interact with your customers with one voice across your Websites and portals by providing an integrated platform for delivery of self-service and engagement that unifies and personalizes the online experience. Learn more in this session. ¶ CON8898 - Land Mines, Potholes, and Dirt Roads: Navigating the Way to ECM Nirvana Ten years ago, people were predicting that by this time in history, we’d be some kind of utopian paperless society. As we all know, we’re not there yet, but are we getting closer? What is keeping companies from driving down the road to enterprise content management bliss? Most people understand that using ECM as a central platform enables organizations to expedite document-centric processes, but most business processes in organizations are still heavily paper-based. Many of these processes could be automated and improved with an ECM platform infrastructure. In this panel discussion, you’ll hear from Oracle WebCenter customers that have already solved some of these challenges as they share their strategies for success and roads to avoid along your journey. ¶ CON8908 - Oracle WebCenter Portal: Creating and Using Content Presenter Templates Oracle WebCenter Portal applications use task flows to display and integrate content stored in the Oracle WebCenter Content server. Among the most flexible task flows is Content Presenter, which renders various types of content on an Oracle WebCenter Portal page. Although Oracle WebCenter Portal comes with a set of predefined Content Presenter templates, developers can create their own templates for specific rendering needs. This session shows the lifecycle of developing Content Presenter task flows, including how to create, package, import, modify at runtime, and use such templates. In addition to simple examples with Oracle Application Development Framework (Oracle ADF) UI elements to render the content, it shows how to use other UI technologies, CSS files, and JavaScript libraries. ¶ CON8897 - Using Web Experience Management to Drive Online Marketing Success Every year, the online channel becomes more imperative for driving organizational top-line revenue, but for many companies, mastering how to best market their products and services in a fast-evolving online world with high customer expectations for personalized experiences can be a complex proposition. Come to this panel discussion, and hear directly from online marketers how they are succeeding today by using Web experience management to drive marketing success, using capabilities such as targeting and optimization, user-generated content, mobile site publishing, and site visitor personalization to deliver engaging online experiences. ¶ CON8892 - Oracle’s Journey to Social Business Social business is a revolution, one that is causing rapidly accelerating change in how companies and customers engage with one another and how employees work together. Oracle’s goal in becoming a social business is to create a socially connected organization in which working collaboratively across geographical locations, lines of business, and management chains is second nature, enabling innovative solutions to business challenges. We can achieve this by connecting the right people, finding the right content, communicating with the right people, collaborating at the right time, and building the right communities in the right context—all ready in the CLOUD. Attend this session to see how Oracle is transforming itself into a social business. ¶  ------------ If you've read all the way to the end here - we are REALLY looking forward to seeing you in San Francisco.

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  • Agile Development

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

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  • how to do gedcom import with minimal database roundtrip. what is best practice for this kind of dev

    - by Radhi
    In My current application, I need to import users from gedcom file. these users may exist in my registered users or i need to create one registered user for the same. now gedcom file contain s many information e.g. PersonalDetails,Addresses, Education Details, ProfessionalDetails this is one sample of xml file we are storing to store user's profile. <UserProfile xmlns=""> <BasicInfo> <Title value="Basic Details" /> <Fields> <UserId title="UserId" right="Public" value="151" /> <EmailAddress title="Email Address" right="CUG" value="[email protected]" /> <FirstName title="First Name" right="Public" value="Anju" /> <LastName title="Last Name" right="Public" value="Trivedi" /> <DisplayName title="Display Name" right="Private" value="Anju" /> <RegistrationStatusId title="RegistrationStatusId" right="Public" value="10" /> <RegistrationStatus title="Registration Status" right="Private" value="Registered" /> <CityId title="CityId" right="Private" value="19" /> <CityName title="City" right="Public" value="Delhi" /> <StateId title="StateId" right="Private" value="69" /> <StateName title="State" right="Public" value="Delhi" /> <CountryId title="CountryId" right="Private" value="109" /> <CountryName title="Country" right="Public" value="India" /> <Gender title="Gender" right="Private" value="Male" /> <CreatedBy title="CreatedBy" right="Public" value="0" /> <CreatedOn title="CreatedOn" right="Public" value="Nov 27 2009 3:08PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Mar 3 2010 6:56PM " /> <LogInStatusId title="LogInStatusId" right="Public" value="1" /> <LogInStatus title="LogIn Status" right="Private" value="Free" /> <ProfileImagePath title="Profile Pic" right="Public" value="~/Images/13_HolidayBarbie07CL2010427143129.jpg" /> <ProfileThumbnailPath title="Profile Thumbnail" right="Public" value="~/Images/Thumb13_HolidayBarbie07CL2010427143129.jpg" /> </Fields> </BasicInfo> <PersonalInfo> <Title value="Personal Details" /> <Fields> <Nickname title="Nick Name" right="Public" value="Anju" /> <NativeLocation title="Native" right="Public" value="Mehsana" /> <DateofAnniversary title="Anniversary Dt." right="Private" value="4/1/2010" /> <BloodGroupId title="BloodGroupId" right="Public" value="24" /> <BloodGroupName title="Blood Group" right="Public" value="A+" /> <MaritalStatusId title="MaritalStatusId" right="Private" value="35" /> <MaritalStatusName title="Marital status" right="Private" value="UnMarried" /> <DateofDeath title="Death dt" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/27/2010 2:32:07 PM" /> <DateOfBirth title="Birth Date" value="" right="CUG" /> <BirthPlace title="Birth Place" value="Jaipur" right="Private" /> </Fields> </PersonalInfo> <FamilyInfo> <Title value="Family Details" /> <Fields> <GallantryHistory title="Gallantry History" right="Public" value="Anjli History" /> <Ethinicity title="Ethinicity" right="Public" value="Indian" /> <KulDev title="KulDev" right="Public" value="Krishna" /> <KulDevi title="KulDevi" right="Public" value="Lakhsmi" /> <Caste title="Caste" right="Private" value="Vaishnav" /> <SunSignId title="SunSignId" right="Public" value="15" /> <SunSignName title="SunSignName" right="Public" value="Gemini" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Dec 11 2009 12:00AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Dec 11 2009 12:00AM " /> </Fields> </FamilyInfo> <HobbyInfo> <Title value="Hobbies/Interests" /> <Fields> <AbountMe title="Abount Me" right="Public" value="" /> <Hobbies title="Hobbies" right="Public" value="" /> <Food title="Food" right="Public" value="" /> <Movies title="Movies" right="Public" value="" /> <Music title="Music" right="Public" value="" /> <TVShows title="TV Shows" right="Public" value="" /> <Books title="Books" right="Public" value="" /> <Sports title="Sports" right="Public" value="" /> <Will title="Will" right="Public" value="" /> <FavouriteQuotes title="Favourite Quotes" right="Public" value="" /> <CremationPrefernces title="Cremation Prefernces" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </HobbyInfo> <PermenantAddr> <Title value="Permenant Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="116" /> <CityName title="City" right="Public" value="Iran" /> <StateId title="StateId" right="Public" value="95" /> <StateName title="State" right="Public" value="Iran" /> <CountryId title="CountryId" right="Public" value="7" /> <CountryName title="Country" right="Public" value="Afghanistan" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/6/2010 10:48:39 AM" /> </Fields> </PermenantAddr> <PresentAddr> <Title value="Present Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="1" /> <CityName title="City" right="Public" value="Select" /> <StateId title="StateId" right="Public" value="1" /> <StateName title="State" right="Public" value="Select" /> <CountryId title="CountryId" right="Public" value="1" /> <CountryName title="Country" right="Public" value="Select" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </PresentAddr> <ContactInfo> <Title value="Contact Details" /> <Fields> <DayPhoneNo title="Day Phone" right="Public" value="" /> <NightPhoneNo title="Night Phone" right="Public" value="" /> <MobileNo title="Mobile No" right="Private" value="" /> <FaxNo title="Fax No" right="CUG" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </ContactInfo> <EmailInfo> <Title value="Alternate Email Addresses" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="3" /> <Provider title="Provider" right="Public" value="google" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 10:17AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Provider title="Provider" right="Public" value="Yahoo" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 6:53PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Private"> <Provider value="111" right="Private" /> <EmailAddress value="[email protected]" right="Private" /> <Id value="5" /> <IsActive value="true" right="Private" /> <ModifiedBy value="13" right="Private" /> <ModifiedOn value="Tuesday, March 16, 2010" right="Private" /> </Record> </Fields> </EmailInfo> <AcademicInfo> <Title value="Education Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Education title="Education" right="Public" value="" /> <Institute title="Institute" right="Public" value="" /> <PassingYear title="Passing Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AcademicInfo> <AchievementInfo> <Title value="Achievement Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Awards title="Award" right="Public" value="" /> <FieldOfAward title="Field Of Award" right="Public" value="" /> <Tournament title="Tournament" right="Public" value="" /> <AwardDescription title="Description" right="Public" value="" /> <AwardYear title="Award Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AchievementInfo> <ProfessionalInfo> <Title value="Professional Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Occupation title="Occupation" right="Public" value="a" /> <Organization title="Organization" right="Public" value="a" /> <ProjectsDescription title="Description" right="Public" value="a" /> <Duration title="Duration" right="Public" value="2" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:14PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:14PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="5" /> <Occupation title="Occupation" right="Public" value="ab" /> <Organization title="Organization" right="Public" value="zsd" /> <ProjectsDescription title="Description" right="Public" value="sd" /> <Duration title="Duration" right="Public" value="5" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:15PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:15PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="8" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:07PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="9" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:11PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="10" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:13PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> </Fields> </ProfessionalInfo> <SecuritySettings> <AlbumRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="CUG" /> <AddToAlbum value="CUG" /> </AlbumRights> <ImageRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="Private" /> </ImageRights> </SecuritySettings> </UserProfile> now when i am importing data from gedcom, i am creating one person object which contains all this info. but before i insert it itodatabase have to check if userid exist for the emailaddress dont update data else create a user and update its profilexml from data fecthed from gedcom. for this i think i need some soln by which i can do only one roundtrip to database and can update all user's xml. or i can execute one sp to get userid from all users where i'll check if user exist then return userid else insert basic data and return inserted userid then for every user make xml from data and update it. please provide be suggestion what is best practice to do this kind of development. if need any more details please write me

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