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  • How to refuse to give an access to passwords to a customer without being unprofessional or rude?

    - by MainMa
    Let's say you're creating a website for a customer. This website has its own registration (either combined with OpenID or not). The customer asks you to be able to see the passwords the users are choosing, given that the users will probably be using the same password on every website. In general, I say: either that it is impossible to retrieve the passwords, since they are not stored in plain text, but hashed, or that I have no right to do that or that administrators must not be able to see the passwords of users, without giving any additional details. The first one is false: even if the passwords are hashed, it is still possible to catch and store them on each logon (for example doing a strange sort of audit which will remember not only which user succeeded or failed to logon, but also with which password). The second one is rude. How to refuse this request, without being either unprofessional or rude?

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  • How to deploy the advanced search page using Module in SharePoint 2013

    - by ybbest
    Today, I’d like to show you how to deploy your custom advanced search page using module in Visual Studio 2012.Using a module is the way how SharePoint deploy all the publishing pages to the search centre. Browse to the template under 15 hive of SharePoint2013, then go to the SearchCenterFiles under Features(as shown below).Then open the Files.xml it shows how SharePoint using module to deploy advanced search.You can download the solution here. Now I am going to show you how to deploy your custom advanced search page.The feature is located  in the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\FEATURES\SearchCenterFiles . To deploy SharePoint advanced Search pages, you need to do the following: 1. Create SharePoint2013 project and then create a module item. 2. Find how Out of box SharePoint deploy the Advanced Search Page from Files.xml and copy and paste it into the elements.xml <File Url="advanced.aspx" Type="GhostableInLibrary"> <Property Name="PublishingPageLayout" Value="~SiteCollection/_catalogs/masterpage/AdvancedSearchLayout.aspx, $Resources:Microsoft.Office.Server.Search,SearchCenterAdvancedSearchTitle;" /> <Property Name="Title" Value="$Resources:Microsoft.Office.Server.Search,Search_Advanced_Page_Title;" /> <Property Name="ContentType" Value="$Resources:Microsoft.Office.Server.Search,contenttype_welcomepage_name;" /> <AllUsersWebPart WebPartZoneID="MainZone" WebPartOrder="1"> <![CDATA[ <WebPart xmlns="http://schemas.microsoft.com/WebPart/v2"> <Assembly>Microsoft.Office.Server.Search, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c</Assembly> <TypeName>Microsoft.Office.Server.Search.WebControls.AdvancedSearchBox</TypeName> <Title>$Resources:Microsoft.Office.Server.Search,AdvancedSearch_Webpart_Title;</Title> <Description>$Resources:Microsoft.Office.Server.Search,AdvancedSearch_Webpart_Description;</Description> <FrameType>None</FrameType> <AllowMinimize>true</AllowMinimize> <AllowRemove>true</AllowRemove> <IsVisible>true</IsVisible> <SearchResultPageURL xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">results.aspx</SearchResultPageURL> <TextQuerySectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_FindDocsWith_Title;</TextQuerySectionLabelText> <ShowAndQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowAndQueryTextBox> <ShowPhraseQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPhraseQueryTextBox> <ShowOrQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowOrQueryTextBox> <ShowNotQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowNotQueryTextBox> <ScopeSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_NarrowSearch_Title;</ScopeSectionLabelText> <ShowLanguageOptions xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowLanguageOptions> <ShowResultTypePicker xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowResultTypePicker> <ShowPropertiesSection xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPropertiesSection> <PropertiesSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_AddPropRestrictions_Title;</PropertiesSectionLabelText> </WebPart> ]]> </AllUsersWebPart> </File> 3. Customize your SharePoint advanced Search Page by modifying the Advanced Search Box and Export the webpart and copy the webpart file to the elements under module. 4. Export the web part and copy the content of the web part file to the elements.xml in the module. <File Path="AdvancedSearchPage\advanced.aspx" Url="employeeAdvanced.aspx" Type="GhostableInLibrary"> <Property Name="PublishingPageLayout" Value="~SiteCollection/_catalogs/masterpage/AdvancedSearchLayout.aspx, $Resources:Microsoft.Office.Server.Search,SearchCenterAdvancedSearchTitle;" /> <Property Name="Title" Value="$Resources:Microsoft.Office.Server.Search,Search_Advanced_Page_Title;" /> <Property Name="ContentType" Value="$Resources:Microsoft.Office.Server.Search,contenttype_welcomepage_name;" /> <AllUsersWebPart WebPartZoneID="MainZone" WebPartOrder="1"> <![CDATA[ <WebPart xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/WebPart/v2"> <Title>Advanced Search Box</Title> <FrameType>None</FrameType> <Description>Displays parameterized search options based on properties and combinations of words.</Description> <IsIncluded>true</IsIncluded> <ZoneID>MainZone</ZoneID> <PartOrder>1</PartOrder> <FrameState>Normal</FrameState> <Height /> <Width /> <AllowRemove>true</AllowRemove> <AllowZoneChange>true</AllowZoneChange> <AllowMinimize>true</AllowMinimize> <AllowConnect>true</AllowConnect> <AllowEdit>true</AllowEdit> <AllowHide>true</AllowHide> <IsVisible>true</IsVisible> <DetailLink /> <HelpLink /> <HelpMode>Modeless</HelpMode> <Dir>Default</Dir> <PartImageSmall /> <MissingAssembly>Cannot import this Web Part.</MissingAssembly> <PartImageLarge /> <IsIncludedFilter /> <Assembly>Microsoft.Office.Server.Search, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c</Assembly> <TypeName>Microsoft.Office.Server.Search.WebControls.AdvancedSearchBox</TypeName> <SearchResultPageURL xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">results.aspx</SearchResultPageURL> <TextQuerySectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Find documents that have...</TextQuerySectionLabelText> <ShowAndQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowAndQueryTextBox> <AndQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowPhraseQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPhraseQueryTextBox> <PhraseQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowOrQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowOrQueryTextBox> <OrQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowNotQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowNotQueryTextBox> <NotQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ScopeSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Narrow the search...</ScopeSectionLabelText> <ShowScopes xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">false</ShowScopes> <ScopeLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <DisplayGroup xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Advanced Search</DisplayGroup> <ShowLanguageOptions xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">false</ShowLanguageOptions> <LanguagesLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowResultTypePicker xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowResultTypePicker> <ResultTypeLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowPropertiesSection xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPropertiesSection> <PropertiesSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Add property restrictions...</PropertiesSectionLabelText> <Properties xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">&lt;root xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"&gt;  &lt;LangDefs&gt;    &lt;LangDef DisplayName="Arabic" LangID="ar"/&gt;    &lt;LangDef DisplayName="Bengali" LangID="bn"/&gt;    &lt;LangDef DisplayName="Bulgarian" LangID="bg"/&gt;    &lt;LangDef DisplayName="Catalan" LangID="ca"/&gt;    &lt;LangDef DisplayName="Simplified Chinese" LangID="zh-cn"/&gt;    &lt;LangDef DisplayName="Traditional Chinese" LangID="zh-tw"/&gt;    &lt;LangDef DisplayName="Croatian" LangID="hr"/&gt;    &lt;LangDef DisplayName="Czech" LangID="cs"/&gt;    &lt;LangDef DisplayName="Danish" LangID="da"/&gt;    &lt;LangDef DisplayName="Dutch" LangID="nl"/&gt;    &lt;LangDef DisplayName="English" LangID="en"/&gt;    &lt;LangDef DisplayName="Finnish" LangID="fi"/&gt;    &lt;LangDef DisplayName="French" LangID="fr"/&gt;    &lt;LangDef DisplayName="German" LangID="de"/&gt;    &lt;LangDef DisplayName="Greek" LangID="el"/&gt;    &lt;LangDef DisplayName="Gujarati" LangID="gu"/&gt;    &lt;LangDef DisplayName="Hebrew" LangID="he"/&gt;    &lt;LangDef DisplayName="Hindi" LangID="hi"/&gt;    &lt;LangDef DisplayName="Hungarian" LangID="hu"/&gt;    &lt;LangDef DisplayName="Icelandic" LangID="is"/&gt;    &lt;LangDef DisplayName="Indonesian" LangID="id"/&gt;    &lt;LangDef DisplayName="Italian" LangID="it"/&gt;    &lt;LangDef DisplayName="Japanese" LangID="ja"/&gt;    &lt;LangDef DisplayName="Kannada" LangID="kn"/&gt;    &lt;LangDef DisplayName="Korean" LangID="ko"/&gt;    &lt;LangDef DisplayName="Latvian" LangID="lv"/&gt;    &lt;LangDef DisplayName="Lithuanian" LangID="lt"/&gt;    &lt;LangDef DisplayName="Malay" LangID="ms"/&gt;    &lt;LangDef DisplayName="Malayalam" LangID="ml"/&gt;    &lt;LangDef DisplayName="Marathi" LangID="mr"/&gt;    &lt;LangDef DisplayName="Norwegian" LangID="no"/&gt;    &lt;LangDef DisplayName="Polish" LangID="pl"/&gt;    &lt;LangDef DisplayName="Portuguese" LangID="pt"/&gt;    &lt;LangDef DisplayName="Punjabi" LangID="pa"/&gt;    &lt;LangDef DisplayName="Romanian" LangID="ro"/&gt;    &lt;LangDef DisplayName="Russian" LangID="ru"/&gt;    &lt;LangDef DisplayName="Slovak" LangID="sk"/&gt;    &lt;LangDef DisplayName="Slovenian" LangID="sl"/&gt;    &lt;LangDef DisplayName="Spanish" LangID="es"/&gt;    &lt;LangDef DisplayName="Swedish" LangID="sv"/&gt;    &lt;LangDef DisplayName="Tamil" LangID="ta"/&gt;    &lt;LangDef DisplayName="Telugu" LangID="te"/&gt;    &lt;LangDef DisplayName="Thai" LangID="th"/&gt;    &lt;LangDef DisplayName="Turkish" LangID="tr"/&gt;    &lt;LangDef DisplayName="Ukrainian" LangID="uk"/&gt;    &lt;LangDef DisplayName="Urdu" LangID="ur"/&gt;    &lt;LangDef DisplayName="Vietnamese" LangID="vi"/&gt;  &lt;/LangDefs&gt;  &lt;Languages&gt;    &lt;Language LangRef="en"/&gt;    &lt;Language LangRef="fr"/&gt;    &lt;Language LangRef="de"/&gt;    &lt;Language LangRef="ja"/&gt;    &lt;Language LangRef="zh-cn"/&gt;    &lt;Language LangRef="es"/&gt;    &lt;Language LangRef="zh-tw"/&gt;  &lt;/Languages&gt;  &lt;PropertyDefs&gt;    &lt;PropertyDef Name="Path" DataType="url" DisplayName="URL"/&gt;    &lt;PropertyDef Name="Size" DataType="integer" DisplayName="Size (bytes)"/&gt;    &lt;PropertyDef Name="Write" DataType="datetime" DisplayName="Last Modified Date"/&gt;    &lt;PropertyDef Name="FileName" DataType="text" DisplayName="Name"/&gt;    &lt;PropertyDef Name="Description" DataType="text" DisplayName="Description"/&gt;    &lt;PropertyDef Name="Title" DataType="text" DisplayName="Title"/&gt;    &lt;PropertyDef Name="Author" DataType="text" DisplayName="Author"/&gt;    &lt;PropertyDef Name="DocSubject" DataType="text" DisplayName="Subject"/&gt;    &lt;PropertyDef Name="DocKeywords" DataType="text" DisplayName="Keywords"/&gt;    &lt;PropertyDef Name="DocComments" DataType="text" DisplayName="Comments"/&gt;    &lt;PropertyDef Name="CreatedBy" DataType="text" DisplayName="Created By"/&gt;    &lt;PropertyDef Name="ModifiedBy" DataType="text" DisplayName="Last Modified By"/&gt;    &lt;PropertyDef Name="EmployeeNumber" DataType="text" DisplayName="EmployeeNumber"/&gt;    &lt;PropertyDef Name="EmployeeId" DataType="text" DisplayName="EmployeeId"/&gt;    &lt;PropertyDef Name="EmployeeFirstName" DataType="text" DisplayName="EmployeeFirstName"/&gt;    &lt;PropertyDef Name="EmployeeLastName" DataType="text" DisplayName="EmployeeLastName"/&gt;  &lt;/PropertyDefs&gt;  &lt;ResultTypes&gt;    &lt;ResultType DisplayName="Employee Document" Name="default"&gt;      &lt;KeywordQuery/&gt;      &lt;PropertyRef Name="EmployeeNumber" /&gt;      &lt;PropertyRef Name="EmployeeId" /&gt;      &lt;PropertyRef Name="EmployeeFirstName" /&gt;      &lt;PropertyRef Name="EmployeeLastName" /&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="All Results"&gt;      &lt;KeywordQuery/&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Documents" Name="documents"&gt;      &lt;KeywordQuery&gt;IsDocument="True"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Word Documents" Name="worddocuments"&gt;      &lt;KeywordQuery&gt;FileExtension="doc" OR FileExtension="docx" OR FileExtension="dot" OR FileExtension="docm" OR FileExtension="odt"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Excel Documents" Name="exceldocuments"&gt;      &lt;KeywordQuery&gt;FileExtension="xls" OR FileExtension="xlsx" OR FileExtension="xlsm" OR FileExtension="xlsb" OR FileExtension="ods"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="PowerPoint Presentations" Name="presentations"&gt;      &lt;KeywordQuery&gt;FileExtension="ppt" OR FileExtension="pptx" OR FileExtension="pptm" OR FileExtension="odp"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;  &lt;/ResultTypes&gt;&lt;/root&gt;</Properties> </WebPart> ]]> </AllUsersWebPart> </File> 5.Deploy your custom solution and you will have a custom advanced search page.

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  • How to deploy the advanced search page using Module in SharePoint 2013

    - by ybbest
    Today, I’d like to show you how to deploy your custom advanced search page using module in Visual Studio 2012.Using a module is the way how SharePoint deploy all the publishing pages to the search centre. Browse to the template under 15 hive of SharePoint2013, then go to the SearchCenterFiles under Features(as shown below).Then open the Files.xml it shows how SharePoint using module to deploy advanced search.You can download the solution here. Now I am going to show you how to deploy your custom advanced search page.The feature is located  in the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\FEATURES\SearchCenterFiles . To deploy SharePoint advanced Search pages, you need to do the following: 1. Create SharePoint2013 project and then create a module item. 2. Find how Out of box SharePoint deploy the Advanced Search Page from Files.xml and copy and paste it into the elements.xml <File Url="advanced.aspx" Type="GhostableInLibrary"> <Property Name="PublishingPageLayout" Value="~SiteCollection/_catalogs/masterpage/AdvancedSearchLayout.aspx, $Resources:Microsoft.Office.Server.Search,SearchCenterAdvancedSearchTitle;" /> <Property Name="Title" Value="$Resources:Microsoft.Office.Server.Search,Search_Advanced_Page_Title;" /> <Property Name="ContentType" Value="$Resources:Microsoft.Office.Server.Search,contenttype_welcomepage_name;" /> <AllUsersWebPart WebPartZoneID="MainZone" WebPartOrder="1"> <![CDATA[ <WebPart xmlns="http://schemas.microsoft.com/WebPart/v2"> <Assembly>Microsoft.Office.Server.Search, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c</Assembly> <TypeName>Microsoft.Office.Server.Search.WebControls.AdvancedSearchBox</TypeName> <Title>$Resources:Microsoft.Office.Server.Search,AdvancedSearch_Webpart_Title;</Title> <Description>$Resources:Microsoft.Office.Server.Search,AdvancedSearch_Webpart_Description;</Description> <FrameType>None</FrameType> <AllowMinimize>true</AllowMinimize> <AllowRemove>true</AllowRemove> <IsVisible>true</IsVisible> <SearchResultPageURL xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">results.aspx</SearchResultPageURL> <TextQuerySectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_FindDocsWith_Title;</TextQuerySectionLabelText> <ShowAndQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowAndQueryTextBox> <ShowPhraseQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPhraseQueryTextBox> <ShowOrQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowOrQueryTextBox> <ShowNotQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowNotQueryTextBox> <ScopeSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_NarrowSearch_Title;</ScopeSectionLabelText> <ShowLanguageOptions xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowLanguageOptions> <ShowResultTypePicker xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowResultTypePicker> <ShowPropertiesSection xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPropertiesSection> <PropertiesSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">$Resources:Microsoft.Office.Server.Search,AdvancedSearch_AddPropRestrictions_Title;</PropertiesSectionLabelText> </WebPart> ]]> </AllUsersWebPart> </File> 3. Customize your SharePoint advanced Search Page by modifying the Advanced Search Box and Export the webpart and copy the webpart file to the elements under module. 4. Export the web part and copy the content of the web part file to the elements.xml in the module. <File Path="AdvancedSearchPage\advanced.aspx" Url="employeeAdvanced.aspx" Type="GhostableInLibrary"> <Property Name="PublishingPageLayout" Value="~SiteCollection/_catalogs/masterpage/AdvancedSearchLayout.aspx, $Resources:Microsoft.Office.Server.Search,SearchCenterAdvancedSearchTitle;" /> <Property Name="Title" Value="$Resources:Microsoft.Office.Server.Search,Search_Advanced_Page_Title;" /> <Property Name="ContentType" Value="$Resources:Microsoft.Office.Server.Search,contenttype_welcomepage_name;" /> <AllUsersWebPart WebPartZoneID="MainZone" WebPartOrder="1"> <![CDATA[ <WebPart xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/WebPart/v2"> <Title>Advanced Search Box</Title> <FrameType>None</FrameType> <Description>Displays parameterized search options based on properties and combinations of words.</Description> <IsIncluded>true</IsIncluded> <ZoneID>MainZone</ZoneID> <PartOrder>1</PartOrder> <FrameState>Normal</FrameState> <Height /> <Width /> <AllowRemove>true</AllowRemove> <AllowZoneChange>true</AllowZoneChange> <AllowMinimize>true</AllowMinimize> <AllowConnect>true</AllowConnect> <AllowEdit>true</AllowEdit> <AllowHide>true</AllowHide> <IsVisible>true</IsVisible> <DetailLink /> <HelpLink /> <HelpMode>Modeless</HelpMode> <Dir>Default</Dir> <PartImageSmall /> <MissingAssembly>Cannot import this Web Part.</MissingAssembly> <PartImageLarge /> <IsIncludedFilter /> <Assembly>Microsoft.Office.Server.Search, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c</Assembly> <TypeName>Microsoft.Office.Server.Search.WebControls.AdvancedSearchBox</TypeName> <SearchResultPageURL xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">results.aspx</SearchResultPageURL> <TextQuerySectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Find documents that have...</TextQuerySectionLabelText> <ShowAndQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowAndQueryTextBox> <AndQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowPhraseQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPhraseQueryTextBox> <PhraseQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowOrQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowOrQueryTextBox> <OrQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowNotQueryTextBox xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowNotQueryTextBox> <NotQueryTextBoxLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ScopeSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Narrow the search...</ScopeSectionLabelText> <ShowScopes xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">false</ShowScopes> <ScopeLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <DisplayGroup xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Advanced Search</DisplayGroup> <ShowLanguageOptions xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">false</ShowLanguageOptions> <LanguagesLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowResultTypePicker xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowResultTypePicker> <ResultTypeLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox" /> <ShowPropertiesSection xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">true</ShowPropertiesSection> <PropertiesSectionLabelText xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">Add property restrictions...</PropertiesSectionLabelText> <Properties xmlns="urn:schemas-microsoft-com:AdvancedSearchBox">&lt;root xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"&gt;  &lt;LangDefs&gt;    &lt;LangDef DisplayName="Arabic" LangID="ar"/&gt;    &lt;LangDef DisplayName="Bengali" LangID="bn"/&gt;    &lt;LangDef DisplayName="Bulgarian" LangID="bg"/&gt;    &lt;LangDef DisplayName="Catalan" LangID="ca"/&gt;    &lt;LangDef DisplayName="Simplified Chinese" LangID="zh-cn"/&gt;    &lt;LangDef DisplayName="Traditional Chinese" LangID="zh-tw"/&gt;    &lt;LangDef DisplayName="Croatian" LangID="hr"/&gt;    &lt;LangDef DisplayName="Czech" LangID="cs"/&gt;    &lt;LangDef DisplayName="Danish" LangID="da"/&gt;    &lt;LangDef DisplayName="Dutch" LangID="nl"/&gt;    &lt;LangDef DisplayName="English" LangID="en"/&gt;    &lt;LangDef DisplayName="Finnish" LangID="fi"/&gt;    &lt;LangDef DisplayName="French" LangID="fr"/&gt;    &lt;LangDef DisplayName="German" LangID="de"/&gt;    &lt;LangDef DisplayName="Greek" LangID="el"/&gt;    &lt;LangDef DisplayName="Gujarati" LangID="gu"/&gt;    &lt;LangDef DisplayName="Hebrew" LangID="he"/&gt;    &lt;LangDef DisplayName="Hindi" LangID="hi"/&gt;    &lt;LangDef DisplayName="Hungarian" LangID="hu"/&gt;    &lt;LangDef DisplayName="Icelandic" LangID="is"/&gt;    &lt;LangDef DisplayName="Indonesian" LangID="id"/&gt;    &lt;LangDef DisplayName="Italian" LangID="it"/&gt;    &lt;LangDef DisplayName="Japanese" LangID="ja"/&gt;    &lt;LangDef DisplayName="Kannada" LangID="kn"/&gt;    &lt;LangDef DisplayName="Korean" LangID="ko"/&gt;    &lt;LangDef DisplayName="Latvian" LangID="lv"/&gt;    &lt;LangDef DisplayName="Lithuanian" LangID="lt"/&gt;    &lt;LangDef DisplayName="Malay" LangID="ms"/&gt;    &lt;LangDef DisplayName="Malayalam" LangID="ml"/&gt;    &lt;LangDef DisplayName="Marathi" LangID="mr"/&gt;    &lt;LangDef DisplayName="Norwegian" LangID="no"/&gt;    &lt;LangDef DisplayName="Polish" LangID="pl"/&gt;    &lt;LangDef DisplayName="Portuguese" LangID="pt"/&gt;    &lt;LangDef DisplayName="Punjabi" LangID="pa"/&gt;    &lt;LangDef DisplayName="Romanian" LangID="ro"/&gt;    &lt;LangDef DisplayName="Russian" LangID="ru"/&gt;    &lt;LangDef DisplayName="Slovak" LangID="sk"/&gt;    &lt;LangDef DisplayName="Slovenian" LangID="sl"/&gt;    &lt;LangDef DisplayName="Spanish" LangID="es"/&gt;    &lt;LangDef DisplayName="Swedish" LangID="sv"/&gt;    &lt;LangDef DisplayName="Tamil" LangID="ta"/&gt;    &lt;LangDef DisplayName="Telugu" LangID="te"/&gt;    &lt;LangDef DisplayName="Thai" LangID="th"/&gt;    &lt;LangDef DisplayName="Turkish" LangID="tr"/&gt;    &lt;LangDef DisplayName="Ukrainian" LangID="uk"/&gt;    &lt;LangDef DisplayName="Urdu" LangID="ur"/&gt;    &lt;LangDef DisplayName="Vietnamese" LangID="vi"/&gt;  &lt;/LangDefs&gt;  &lt;Languages&gt;    &lt;Language LangRef="en"/&gt;    &lt;Language LangRef="fr"/&gt;    &lt;Language LangRef="de"/&gt;    &lt;Language LangRef="ja"/&gt;    &lt;Language LangRef="zh-cn"/&gt;    &lt;Language LangRef="es"/&gt;    &lt;Language LangRef="zh-tw"/&gt;  &lt;/Languages&gt;  &lt;PropertyDefs&gt;    &lt;PropertyDef Name="Path" DataType="url" DisplayName="URL"/&gt;    &lt;PropertyDef Name="Size" DataType="integer" DisplayName="Size (bytes)"/&gt;    &lt;PropertyDef Name="Write" DataType="datetime" DisplayName="Last Modified Date"/&gt;    &lt;PropertyDef Name="FileName" DataType="text" DisplayName="Name"/&gt;    &lt;PropertyDef Name="Description" DataType="text" DisplayName="Description"/&gt;    &lt;PropertyDef Name="Title" DataType="text" DisplayName="Title"/&gt;    &lt;PropertyDef Name="Author" DataType="text" DisplayName="Author"/&gt;    &lt;PropertyDef Name="DocSubject" DataType="text" DisplayName="Subject"/&gt;    &lt;PropertyDef Name="DocKeywords" DataType="text" DisplayName="Keywords"/&gt;    &lt;PropertyDef Name="DocComments" DataType="text" DisplayName="Comments"/&gt;    &lt;PropertyDef Name="CreatedBy" DataType="text" DisplayName="Created By"/&gt;    &lt;PropertyDef Name="ModifiedBy" DataType="text" DisplayName="Last Modified By"/&gt;    &lt;PropertyDef Name="EmployeeNumber" DataType="text" DisplayName="EmployeeNumber"/&gt;    &lt;PropertyDef Name="EmployeeId" DataType="text" DisplayName="EmployeeId"/&gt;    &lt;PropertyDef Name="EmployeeFirstName" DataType="text" DisplayName="EmployeeFirstName"/&gt;    &lt;PropertyDef Name="EmployeeLastName" DataType="text" DisplayName="EmployeeLastName"/&gt;  &lt;/PropertyDefs&gt;  &lt;ResultTypes&gt;    &lt;ResultType DisplayName="Employee Document" Name="default"&gt;      &lt;KeywordQuery/&gt;      &lt;PropertyRef Name="EmployeeNumber" /&gt;      &lt;PropertyRef Name="EmployeeId" /&gt;      &lt;PropertyRef Name="EmployeeFirstName" /&gt;      &lt;PropertyRef Name="EmployeeLastName" /&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="All Results"&gt;      &lt;KeywordQuery/&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Documents" Name="documents"&gt;      &lt;KeywordQuery&gt;IsDocument="True"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Word Documents" Name="worddocuments"&gt;      &lt;KeywordQuery&gt;FileExtension="doc" OR FileExtension="docx" OR FileExtension="dot" OR FileExtension="docm" OR FileExtension="odt"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="Excel Documents" Name="exceldocuments"&gt;      &lt;KeywordQuery&gt;FileExtension="xls" OR FileExtension="xlsx" OR FileExtension="xlsm" OR FileExtension="xlsb" OR FileExtension="ods"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;    &lt;ResultType DisplayName="PowerPoint Presentations" Name="presentations"&gt;      &lt;KeywordQuery&gt;FileExtension="ppt" OR FileExtension="pptx" OR FileExtension="pptm" OR FileExtension="odp"&lt;/KeywordQuery&gt;      &lt;PropertyRef Name="Author" /&gt;      &lt;PropertyRef Name="DocComments"/&gt;      &lt;PropertyRef Name="Description" /&gt;      &lt;PropertyRef Name="DocKeywords"/&gt;      &lt;PropertyRef Name="FileName" /&gt;      &lt;PropertyRef Name="Size" /&gt;      &lt;PropertyRef Name="DocSubject"/&gt;      &lt;PropertyRef Name="Path" /&gt;      &lt;PropertyRef Name="Write" /&gt;      &lt;PropertyRef Name="CreatedBy" /&gt;      &lt;PropertyRef Name="ModifiedBy" /&gt;      &lt;PropertyRef Name="Title"/&gt;    &lt;/ResultType&gt;  &lt;/ResultTypes&gt;&lt;/root&gt;</Properties> </WebPart> ]]> </AllUsersWebPart> </File> 5.Deploy your custom solution and you will have a custom advanced search page.

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  • “Big Data” Is A Small Concept Unless You Can Apply It To The Customer Experience

    - by Michael Hylton
    There’s been a lot of recent talk in the industry about “big data”.  Much can be said about the importance of big data and the results from it, but you need to always consider the customer experience when analyzing and applying customer data. Personalization and merchandising drive the user experience.  Big data should enable you to gain valuable insight into each of your customers and apply that insight at the moment they are on your Web site, talking to one of your call center agents, or any other touchpoint.  While past customer experience is important, you need to combine that with what your customer is doing on your Web site now as well what they are doing and saying on social networking sites.  It’s key to have a 360 degree view of your customer across all of your touchpoints in order to provide that relevant and consistent experience that they come to expect when interacting with your brand. Big data can enable you to effectively market, merchandize, and recommend the right products to the right customers and the right time.  By taking customer data and applying it to product recommendations, you have an opportunity to gain a greater share of wallet through the cross-selling and up-selling of additional products and services.  You can also build sustaining loyalty programs to continue to engage with your customers throughout their long-term relationship with your brand.

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  • “Big Data” Is A Small Concept Unless You Can Apply It To The Customer Experience

    - by Michael Hylton
    There’s been a lot of recent talk in the industry about “big data”.  Much can be said about the importance of big data and the results from it, but you need to always consider the customer experience when analyzing and applying customer data. Personalization and merchandising drive the user experience.  Big data should enable you to gain valuable insight into each of your customers and apply that insight at the moment they are on your Web site, talking to one of your call center agents, or any other touchpoint.  While past customer experience is important, you need to combine that with what your customer is doing on your Web site now as well what they are doing and saying on social networking sites.  It’s key to have a 360 degree view of your customer across all of your touchpoints in order to provide that relevant and consistent experience that they come to expect when interacting with your brand. Big data can enable you to effectively market, merchandize, and recommend the right products to the right customers and the right time.  By taking customer data and applying it to product recommendations, you have an opportunity to gain a greater share of wallet through the cross-selling and up-selling of additional products and services.  You can also build sustaining loyalty programs to continue to engage with your customers throughout their long-term relationship with your brand.

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  • Improve Customer Experience with Real-Time Scheduling

    - by ruth.donohue
    Recently, my husband rearranged his busy work schedule so that he could stay home an entire afternoon to wait for the alarm company to reset the password to our alarm system, only to discover at the end of the afternoon that the field service rep wasn’t going to be able to make the appointment after all. And, the company asked him to reschedule and block off time for another afternoon. Needless to say, my husband wasn’t happy with that experience. Unfortunately, customer experiences like this happen every day. As a business, you can’t afford these types of encounters. It’s too easy for your customers to turn to one of your competitors once they’ve reached the point of frustration. Customer experience and customer loyalty are more important than ever. So how can you prevent something like this from occurring? With the newly available Siebel Field Service Integration with Oracle Real-Time Scheduler, your service organization can: Create cost-optimized plans and schedules to improve operating efficiencies Deliver more accurate ETA’s and shorten appointment windows Minimize the impact of in-day events such as delays on site, sickness, poor weather conditions, and vehicle breakdowns Rather than requiring them to wait for an entire afternoon, imagine asking customers to be available for only an hour. And being able to commit to that time by working around unforeseen events and understanding the impact of delays or re-routings before they become customer issues. What would your customer experience and customer satisfaction be like then? Learn more about the Siebel Field Service Integration with Oracle Real-Time Scheduler: Register for and attend the upcoming webcast on Thursday, March 10th at 8:30 AM Pacific Time Read the press release, data sheet, and solution brief Visit the Siebel Field Service webpage

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  • Mapping Your Customer Experience Journey

    - by Michael Hylton
    For those who attended today’s Oracle Customer Experience Summit keynote you heard from Brian Curran talk about the strategies and best practices to implement customer experience (CX) in your organization.  He spoke about how this evolving journey begins by understanding six steps to transform your business and put your customers front and center.  Here are those key six steps: What are the strategic business objectives in your company? What are your operational objectives and KPIs necessary to measure a CX project? Build an income statement and create “what if” scenarios and see how changes impact your business’ bottom line.  Explore what keeps you from getting to your own goals for your business. Define the business objectives and opportunities you want to meet? Understand the trends and accelerators in the market?  What factors are going on in the market affect that impact your business?  Social?  Mobile?  Cloud?  Just to name a few.  Many of these trends may signal a change in the way people think about your business. What approach will you take to solve these issues?  Understand who your customer is.  How do you need to adapt your business to build relevant, personalized customer experiences. What technologies can you implement to address CX?  Does technology help you solve your problem? A great way to begin your customer experience journey is a concept called journey mapping, one of the most powerful and deceptively simple tools for unlocking CX innovation at your organization. Here is where you can learn more about how you can bring this concept into your business to drive great customer experiences.

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  • The Talent Behind Customer Experience

    - by Christina McKeon
    Earlier, I wrote about Powerful Data Lessons from the Presidential Election. A key component of the Obama team’s data analysis deserves its own discussion—the people. Recruiters are probably scrambling to find out who those Obama data crunchers are and lure them into corporations. For the Obama team, these data scientists became a secret ingredient that the competition didn’t have. This team of analysts knew how to hear the signal and ignore the noise, how to segment and target its base, and how to model scenarios and revise plans based on what the data told them. The talent was the difference. As you work to transform your organization to be more customer-centric, don’t forget that talent is a critical element. Journey mapping is a good start to understanding how your talent impacts your customer experiences. Part of journey mapping includes documenting the “on-stage” and “back-stage” systems and touchpoints. When mapping this part of your customers’ journey, include the roles and talent behind the employee actions—both customer facing and further upstream from that customer touchpoint. Know what each of these roles does, how well you are retaining people in these areas, and your plans to fill these open positions in the future. To use data scientists as an example, this job will be in high demand over the next 10 years. The workforce is shrinking, and higher education institutions may not be able to turn out trained data scientists as fast as you need them. You don’t want to be caught with a skills deficit, so consider how you can best plan for the future talent you will need. Have your existing employees make their career aspirations known to you now. You may find you already have employees willing to take on roles that drive better customer experiences. Then develop customer experience talent from within your organization through targeted learning programs. If you know that you will need to go outside the organization, build those candidate relationships now. Nurture the candidates you want to hire and partner with universities, colleges, and trade associations so you can increase the number of qualified candidates in your talent pool.

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  • Preferred way for dealing with customer-defined data in enterprise application

    - by Axarydax
    Let's say that we have a small enterprise web (intranet) application for managing data for car dealers. It has screens for managing customers, inventory, orders, warranties and workshops. This application is installed at 10 customer sites for different car dealers. First version of this application was created without any way to provide for customer-specific data. For example, if dealer A wanted to be able to attach a photo to a customer, dealer B wanted to add e-mail contact to each workshop, and dealer C wanted to attach multiple PDF reports to a warranty, each and every feature like this was added to the application, so all of the customers received everything on new update. However, this will inevitably lead to conflicts as the number of customers grow as their usage patterns are unique, and if, for instance, a specific dealer requested to have an ability to attach (for some reason) a color of inventory item (and be able to search by this color) as a required item, others really wouldn't need this feature, and definitely will not want it to be a required item. Or, one dealer would like to manage e-mail contacts for their employees on a separate screen of the application. I imagine that a solution for this is to use a kind of plugin system, where we would have a core of the application that provides for standard features like customers, inventory, etc, and all of the customer's installed plugins. There would be different kinds of plugins - standalone screens like e-mail contacts for employees, with their own logic, and customer plugin which would extend or decorate inventory items (like photo or color). Inventory (customer,order,...) plugins would require to have installation procedure, hooks for plugging into the item editor, item displayer, item filtering for searching, backup hook and such. Is this the right way to solve this problem?

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  • LLBLGen Pro feature highlights: automatic element name construction

    - by FransBouma
    (This post is part of a series of posts about features of the LLBLGen Pro system) One of the things one might take for granted but which has a huge impact on the time spent in an entity modeling environment is the way the system creates names for elements out of the information provided, in short: automatic element name construction. Element names are created in both directions of modeling: database first and model first and the more names the system can create for you without you having to rename them, the better. LLBLGen Pro has a rich, fine grained system for creating element names out of the meta-data available, which I'll describe more in detail below. First the model element related element naming features are highlighted, in the section Automatic model element naming features and after that I'll go more into detail about the relational model element naming features LLBLGen Pro has to offer in the section Automatic relational model element naming features. Automatic model element naming features When working database first, the element names in the model, e.g. entity names, entity field names and so on, are in general determined from the relational model element (e.g. table, table field) they're mapped on, as the model elements are reverse engineered from these relational model elements. It doesn't take rocket science to automatically name an entity Customer if the entity was created after reverse engineering a table named Customer. It gets a little trickier when the entity which was created by reverse engineering a table called TBL_ORDER_LINES has to be named 'OrderLine' automatically. Automatic model element naming also takes into effect with model first development, where some settings are used to provide you with a default name, e.g. in the case of navigator name creation when you create a new relationship. The features below are available to you in the Project Settings. Open Project Settings on a loaded project and navigate to Conventions -> Element Name Construction. Strippers! The above example 'TBL_ORDER_LINES' shows that some parts of the table name might not be needed for name creation, in this case the 'TBL_' prefix. Some 'brilliant' DBAs even add suffixes to table names, fragments you might not want to appear in the entity names. LLBLGen Pro offers you to define both prefix and suffix fragments to strip off of table, view, stored procedure, parameter, table field and view field names. In the example above, the fragment 'TBL_' is a good candidate for such a strip pattern. You can specify more than one pattern for e.g. the table prefix strip pattern, so even a really messy schema can still be used to produce clean names. Underscores Be Gone Another thing you might get rid of are underscores. After all, most naming schemes for entities and their classes use PasCal casing rules and don't allow for underscores to appear. LLBLGen Pro can automatically strip out underscores for you. It's an optional feature, so if you like the underscores, you're not forced to see them go: LLBLGen Pro will leave them alone when ordered to to so. PasCal everywhere... or not, your call LLBLGen Pro can automatically PasCal case names on word breaks. It determines word breaks in a couple of ways: a space marks a word break, an underscore marks a word break and a case difference marks a word break. It will remove spaces in all cases, and based on the underscore removal setting, keep or remove the underscores, and upper-case the first character of a word break fragment, and lower case the rest. Say, we keep the defaults, which is remove underscores and PasCal case always and strip the TBL_ fragment, we get with our example TBL_ORDER_LINES, after stripping TBL_ from the table name two word fragments: ORDER and LINES. The underscores are removed, the first character of each fragment is upper-cased, the rest lower-cased, so this results in OrderLines. Almost there! Pluralization and Singularization In general entity names are singular, like Customer or OrderLine so LLBLGen Pro offers a way to singularize the names. This will convert OrderLines, the result we got after the PasCal casing functionality, into OrderLine, exactly what we're after. Show me the patterns! There are other situations in which you want more flexibility. Say, you have an entity Customer and an entity Order and there's a foreign key constraint defined from the target of Order and the target of Customer. This foreign key constraint results in a 1:n relationship between the entities Customer and Order. A relationship has navigators mapped onto the relationship in both entities the relationship is between. For this particular relationship we'd like to have Customer as navigator in Order and Orders as navigator in Customer, so the relationship becomes Customer.Orders 1:n Order.Customer. To control the naming of these navigators for the various relationship types, LLBLGen Pro defines a set of patterns which allow you, using macros, to define how the auto-created navigator names will look like. For example, if you rather have Customer.OrderCollection, you can do so, by changing the pattern from {$EndEntityName$P} to {$EndEntityName}Collection. The $P directive makes sure the name is pluralized, which is not what you want if you're going for <EntityName>Collection, hence it's removed. When working model first, it's a given you'll create foreign key fields along the way when you define relationships. For example, you've defined two entities: Customer and Order, and they have their fields setup properly. Now you want to define a relationship between them. This will automatically create a foreign key field in the Order entity, which reflects the value of the PK field in Customer. (No worries if you hate the foreign key fields in your classes, on NHibernate and EF these can be hidden in the generated code if you want to). A specific pattern is available for you to direct LLBLGen Pro how to name this foreign key field. For example, if all your entities have Id as PK field, you might want to have a different name than Id as foreign key field. In our Customer - Order example, you might want to have CustomerId instead as foreign key name in Order. The pattern for foreign key fields gives you that freedom. Abbreviations... make sense of OrdNr and friends I already described word breaks in the PasCal casing paragraph, how they're used for the PasCal casing in the constructed name. Word breaks are used for another neat feature LLBLGen Pro has to offer: abbreviation support. Burt, your friendly DBA in the dungeons below the office has a hate-hate relationship with his keyboard: he can't stand it: typing is something he avoids like the plague. This has resulted in tables and fields which have names which are very short, but also very unreadable. Example: our TBL_ORDER_LINES example has a lovely field called ORD_NR. What you would like to see in your fancy new OrderLine entity mapped onto this table is a field called OrderNumber, not a field called OrdNr. What you also like is to not have to rename that field manually. There are better things to do with your time, after all. LLBLGen Pro has you covered. All it takes is to define some abbreviation - full word pairs and during reverse engineering model elements from tables/views, LLBLGen Pro will take care of the rest. For the ORD_NR field, you need two values: ORD as abbreviation and Order as full word, and NR as abbreviation and Number as full word. LLBLGen Pro will now convert every word fragment found with the word breaks which matches an abbreviation to the given full word. They're case sensitive and can be found in the Project Settings: Navigate to Conventions -> Element Name Construction -> Abbreviations. Automatic relational model element naming features Not everyone works database first: it may very well be the case you start from scratch, or have to add additional tables to an existing database. For these situations, it's key you have the flexibility that you can control the created table names and table fields without any work: let the designer create these names based on the entity model you defined and a set of rules. LLBLGen Pro offers several features in this area, which are described in more detail below. These features are found in Project Settings: navigate to Conventions -> Model First Development. Underscores, welcome back! Not every database is case insensitive, and not every organization requires PasCal cased table/field names, some demand all lower or all uppercase names with underscores at word breaks. Say you create an entity model with an entity called OrderLine. You work with Oracle and your organization requires underscores at word breaks: a table created from OrderLine should be called ORDER_LINE. LLBLGen Pro allows you to do that: with a simple checkbox you can order LLBLGen Pro to insert an underscore at each word break for the type of database you're working with: case sensitive or case insensitive. Checking the checkbox Insert underscore at word break case insensitive dbs will let LLBLGen Pro create a table from the entity called Order_Line. Half-way there, as there are still lower case characters there and you need all caps. No worries, see below Casing directives so everyone can sleep well at night For case sensitive databases and case insensitive databases there is one setting for each of them which controls the casing of the name created from a model element (e.g. a table created from an entity definition using the auto-mapping feature). The settings can have the following values: AsProjectElement, AllUpperCase or AllLowerCase. AsProjectElement is the default, and it keeps the casing as-is. In our example, we need to get all upper case characters, so we select AllUpperCase for the setting for case sensitive databases. This will produce the name ORDER_LINE. Sequence naming after a pattern Some databases support sequences, and using model-first development it's key to have sequences, when needed, to be created automatically and if possible using a name which shows where they're used. Say you have an entity Order and you want to have the PK values be created by the database using a sequence. The database you're using supports sequences (e.g. Oracle) and as you want all numeric PK fields to be sequenced, you have enabled this by the setting Auto assign sequences to integer pks. When you're using LLBLGen Pro's auto-map feature, to create new tables and constraints from the model, it will create a new table, ORDER, based on your settings I previously discussed above, with a PK field ID and it also creates a sequence, SEQ_ORDER, which is auto-assigns to the ID field mapping. The name of the sequence is created by using a pattern, defined in the Model First Development setting Sequence pattern, which uses plain text and macros like with the other patterns previously discussed. Grouping and schemas When you start from scratch, and you're working model first, the tables created by LLBLGen Pro will be in a catalog and / or schema created by LLBLGen Pro as well. If you use LLBLGen Pro's grouping feature, which allows you to group entities and other model elements into groups in the project (described in a future blog post), you might want to have that group name reflected in the schema name the targets of the model elements are in. Say you have a model with a group CRM and a group HRM, both with entities unique for these groups, e.g. Employee in HRM, Customer in CRM. When auto-mapping this model to create tables, you might want to have the table created for Employee in the HRM schema but the table created for Customer in the CRM schema. LLBLGen Pro will do just that when you check the setting Set schema name after group name to true (default). This gives you total control over where what is placed in the database from your model. But I want plural table names... and TBL_ prefixes! For now we follow best practices which suggest singular table names and no prefixes/suffixes for names. Of course that won't keep everyone happy, so we're looking into making it possible to have that in a future version. Conclusion LLBLGen Pro offers a variety of options to let the modeling system do as much work for you as possible. Hopefully you enjoyed this little highlight post and that it has given you new insights in the smaller features available to you in LLBLGen Pro, ones you might not have thought off in the first place. Enjoy!

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  • Oracle Business Intelligence Advanced - Hands-on Workshop para Parceiros - 18 a 21 de Janeiro

    - by Claudia Costa
    Workshop Description This FREE hands-on workshop highlights strengths of OBIEE 11g by providing attendees a hands-on experience with BI 11g product. OBIEE 11g has adopted the standardized infrastructure of Fusion Middleware to provide robust server capability along with highly anticipated advanced visualization components like Maps, Flash based charts, Scorecards and KPIs. This workshop focuses on new features and infrastructure components for the BI practitioners who are familiar with either OBIEE 10g or previous BI releases. After taking this course, Oracle Business Intelligence 11g Advanced, you will gain insight into OBIEE11g technology, reporting solutions and new features. Workshop provides opportunities to practice with OBIEE11g environment as hands on activities. Participant will gain in-depth understanding of new architecture of OBIEE 11g, security mode, installation/configuration as well as reporting aspects like, new ROLAP/MOLAP style hierarchical browsing, new chart types, Action Framework and Advanced Visualization. If you are a Business Intelligence practitioners and familiar with BI10g - you cannot afford to miss this 3-day workshop. Register Now! PresentationsBusiness Intelligence EE (OBIEE) 11g: Advanced Workshop ·         OBIEE 11g Overview ·         OBIEE 11g Architecture and Infrastructure ·         OBIEE 11g Installation, Configuration and Monitoring ·         OBIEE11g Security Model and BI Components ·         OBIEE 11g Homepage Overview ·         New Visualizations: Master-Detail Events, Charts, Hierarchies ·         Reports Building with OBIEE 11g and Catalog Management ·         Spatial Integration, Action Framework, Scorecards ·         OBIEE 11g Dashboards ·         OBIEE Integration Options  Lab OutlineOracle Business Intelligence (OBIEE) 11g: Advanced Workshop The labs enable OBIEE Core functionality through hands-on activities are based on a Oracle VirtualBox image with software and training samples pre-installed. This Advanced course has few labs optional during the workshop to allow for students to practice them on their own. The primary purpose of the workshop is to provide expertise of 11g features and infrastructure changes from 10g. Labs will allow you to explore concepts to: ·         Have a clear understanding of the OBIEE 11g architecture ·         Have a clear understanding of the OBIEE differentiators ·         OBIEE11g Security Model ·         OBIEE11g Environment Management ·         Report Building with OBIEE11g ·         OBIEE11g Dashboard and Homepage Environment ·         New Visualization features ·         Management of Reports, Dashboards and BI Catalog Objects Audience ·         Business Intelligence Evangelist ·         Business Intelligence Application Developer or Consultant ·         Data Warehouse Developer ·         Enterprise Architects ·         Industry Solutions Architects Prerequisites ·         Experience and Understanding of OBIEE 10g is required. ·         Good understanding of data modeling for reporting purpose ·         Strong experience with database technologies preferred Equipment RequirementsThis workshop requires attendees to provide their own laptops. Attendee laptops must meet the following minimum hardware/software requirements: OBIEE 11g environments requires at least 3 GB of RAM (4GB Preferred), without which student will not be able to complete labs. This workshop has environment that includes VM Image and also a software components that students will install on their laptop for the labs. ·         Minimum 3GB RAM. 25GB free disk space ·         Internet Explorer 7 ·         VirtualBox (the latest version) ·         Downloadable from http://www.virtualbox.org ·         WINRAR or 7zip ·         Downloadable from http://www.win-rar.com/download.html ·         Downloadable from http://www.7zip.com/ Attendees will be given a VirtualBox image for Oraclee BI 11g Workshop containing the software along with required toolset, database and data sets for the labs. AgendaThis class duration is 3 Days9:00am: Sign-in and Technical Set up9:30am : Workshop Starts5:00pm : Workhop Ends LocalHotel Holiday Inn Express - Porto Salvo - Lisboa This class is Free. Register early to confirm a seat! Oracle BI Advanced 11g Hands-on Workshop - Schedule Register Now! January 11-13, 2011: Kista, Sweden January 18-20, 2011: Lisbon, Portugal March 1-3, 2011: Reading, Berkshire, UK March 15-17, 2011: Colombes, Paris, France March 29-31, 2011: Amsterdam, Netherlands Questions? For registration questions please send an email to [email protected]. Para outras informações, por favor contacte Claudia Costa, telf: 214235027 ou pelo email   

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  • Oracle Functional Testing Suite Advanced Pack for Oracle EBS Now Available

    - by Anne Carlson (Oracle Development)
    There’s new news about automated testing of E-Business Suite using the Oracle Application Testing Suite, a.k.a, “OATS”. E-Business Suite Development is pleased to announce the availability of the new Oracle Functional Testing Suite Advanced Pack for Oracle E-Business Suite. The new pack, available with the latest release of Oracle Application Testing Suite (12.4.0.2), provides pre-built test components and flows to automate the in-depth testing of Oracle E-Business Suite applications. Designed for use with the Oracle Application Testing Suite and its Oracle Flow Builder capability, these pre-built components and flows can help Oracle E-Business Suite customers to significantly reduce the time and effort needed to create and maintain automated test scripts. The Oracle Functional Testing Suite Advanced Pack for Oracle E-Business Suite is available now for EBS 12.1.3, and availability for EBS 12.2 is planned. Some Background on Automating Testing with Oracle Application Testing Suite and Oracle Flow Builder      Testing complex packaged applications like Oracle E-Business Suite can be time-consuming and challenging for organizations, hampering their ability to upgrade to latest releases or apply latest patches. Oracle Application Testing Suite offers organizations a unique and powerful testing platform for Oracle E-Business Suite and other Oracle applications. With the 12.3.0.1 release of Oracle Application Testing Suite, we introduced the Oracle Flow Builder testing framework and accompanying starter pack of pre-built test components and flows. The starter pack, which contains over 2000 components and 200 flows, provides broad coverage of commonly-used base functionality and is designed to jump-start the test automation effort. Using Oracle Flow Builder, even non-technical testers can create working test scripts using the pre-built components that Oracle provides. Each component represents an atomic test operation such as “create an invoice batch” or “apply an invoice hold.” Testers can assemble the pre-built components into test flows, and combine test flows with spreadsheet data to drive the testing of multiple data conditions. The Oracle Flow Builder framework allows customers to add, modify and extend the pre-built components to address new functionality and customizations of the Oracle E-Business Suite. Using Oracle Flow Builder’s component-based test generation framework instead of a traditional record/playback approach has allowed the EBS Quality Assurance team to reduce their test automation effort by 60%. E-Business Suite customers can significantly reduce their test automation effort using Oracle Application Testing Suite with Oracle Flow Builder and the pre-built test components and flows that Oracle provides. Oracle Functional Testing Suite Advanced Pack for Oracle E-Business Suite Improves Test Coverage With the Oracle Application Testing Suite 12.4.0.2 and the new Oracle Functional Testing Suite Advanced Pack for Oracle E-Business Suite, we are now delivering a significant number of additional test components and flows beyond those contained in the Oracle Flow Builder starter pack. These additional test components and flows provide 70-80% test coverage and enable the automation of detailed and complex test flows across the following Oracle E-Business Suite products: Oracle Asset Lifecycle Management Oracle Channel Revenue Management Oracle Discrete Manufacturing Oracle Incentive Compensation Oracle Lease and Finance Management Oracle Process Manufacturing Oracle Procurement Oracle Project Management Oracle Property Manager Oracle Service Downloads You can download the Oracle Functional Testing Suite Advanced Pack for Oracle E-Business Suite from the Oracle Technology Network. References Oracle Applications Testing Suite YouTube: Oracle Flow Builder Training YouTube: Oracle Applications Testing Suite and Flow Builder Demonstration Oracle Functional Testing Suite Advanced Pack Readme for E-Business Suite, id=1905989.1">Note 1905989.1 Related Articles Automate Testing Using Oracle Application Testing Suite with Flow Builder for E-Business Suite EBS 12.1.1 Test Starter Kit Now Available for Oracle Applications Testing Suite Oracle Application Testing Suite 9.0 Supported with Oracle E-Business Suite Using the Oracle Application Testing Suite with EBS: Interim Update #1

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  • ATG Live Webcast: Advanced E-Business Suite Architectures

    - by BillSawyer
    I am pleased to announce the ATG Live Webcast event for Dec. 8th, 2011: Advanced E-Business Suite Architectures Join Elke Phelps, Senior Principal Product Manager and Sriram Veeraraghavan, Senior Principal Software Engineer as they discuss advanced E-Business Suite architectures that can help you improve performance, scalability, business continuity, utilization, provisioning, and security. This one-hour webcasts provides an overview of advanced architectures with Q&A. This session will cover the latest advanced architectural options, including the use of Oracle database high-availability features and functions such as Real Application Clusters, ASM, Active Data Guard, clouds, virtualization, Oracle VM, high-availability and load-balancing architectures, WebLogic Server, and more. This session will also cover the latest updates to systems management tools like AutoConfig, and may also include sneak previews of upcoming functionality. This event is targeted to architects, system administrators, DBAs, developers, and implementers. The agenda for the Advanced E-Business Suite Architectures webcast includes the following topics: Advanced Oracle E-Business Suite Architectures Optional External Integrations Oracle E-Business Suite 12.2 Improving Performance and Scalability Providing Business Continuity Improving Utilization and Provisioning Improving Security Date:            Thursday, December 8, 2011Time:           8:00 AM - 9:00 AM Pacific Standard TimePresenter:  Elke Phelps, Senior Principal Product Manager                      Sriram Veeraraghavan, Senior Principal Software EngineerWebcast Registration Link (Preregistration is optional but encouraged)To hear the audio feed:    Domestic Participant Dial-In Number:           877-697-8128    International Participant Dial-In Number:      706-634-9568    Additional International Dial-In Numbers Link:    Dial-In Passcode:                                              98514To see the presentation:    The Direct Access Web Conference details are:    Website URL: https://ouweb.webex.com    Meeting Number:  273291684If you miss the webcast, or you have missed any webcast, don't worry -- we'll post links to the recording as soon as it's available from Oracle University.  You can monitor this blog for pointers to the replay. And, you can find our archive of our past webcasts and training at http://blogs.oracle.com/stevenChan/entry/e_business_suite_technology_learningIf you have any questions or comments, feel free to email Bill Sawyer (Senior Manager, Applications Technology Curriculum) at BilldotSawyer-AT-Oracle-DOT-com.

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  • WebCenter Customer Spotlight: Textron Inc.

    - by me
    Author: Peter Reiser - Social Business Evangelist, Oracle WebCenter  Solution SummaryTextron Inc. is one of the world's best known multi-industry companies and is a pioneer of the diversified business model. Founded in 1923, it has grown into a network of businesses—including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen—with facilities and a presence in 25 countries, serving a diverse and global customer base. Textron is ranked 236th on the Fortune 500 list of the largest US companies. Textron needed a Web experience management solution to centralize control, minimize costs, and enable more efficient operations. Specifically, the company wanted to take IT out of the picture as much as possible, enabling sales and marketing leads for subsidiaries to make Website updates as they deem appropriate for their business.   Textron worked with Oracle partner Element Solutions to consolidate its Website management systems onto Oracle WebCenter Sites. The implementation enables Textron’s subsidiaries to adjust more quickly to customer demands,  reduced Website management cost & time to update content on a Website while allowing to integrate its Website updates more closely with social media and mobile platforms. Company OverviewTextron Inc. is one of the world's best known multi-industry companies and is a pioneer of the diversified business model. Founded in 1923, it has grown into a network of businesses—including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen—with facilities and a presence in 25 countries, serving a diverse and global customer base. Textron is ranked 236th on the Fortune 500 list of the largest US companies. Business ChallengesWith numerous subsidiaries and more than 50 public Websites, Textron needed a Web experience management solution to centralize control, minimize costs, and enable more efficient operations. Specifically, the company wanted to take IT out of the picture as much as possible, enabling sales and marketing leads for subsidiaries to make Website updates as they deem appropriate for their business.   Solution DeployedTextron worked with Oracle partner Element Solutions to consolidate its Website management systems onto Oracle WebCenter Sites. Specifically, Textron: Used Oracle WebCenter Sites to integrate Web experience management capabilities for all Textron brands, including Bell Helicopter, E-Z-GO, Cessna, and Jacobsen Developed Website templates to enable marketing and communications professionals to easily make updates to their Websites, without having to work with IT Reduced Website management costs, as it costs more for IT to coordinate Website updates as opposed to marketing and communications Enabled IT to concentrate on other activities to enhance overall operations for Textron, such as project workflows Acquired a platform that enables marketing teams to integrate their Websites with social media and mobile platforms, allowing subsidiaries to make updates and contact customers anytime and everywhere—including through tablets and smartphones Reduced the time it takes to update content on a Website, including press releases, by enabling communications professionals to make updates directly Developed more appealing visual designs for Websites to help enhance customer purchase Business ResultsThe implementation enabled Textron’s subsidiaries to adjust more quickly to customer demands and Textron’s IT staff to concentrate on other processes, such as writing code and developing new workflows, enabling them to enhance company processes. In addition, Textron can use Oracle WebCenter Sites to integrate its Website updates more closely with social media and mobile platforms, enabling marketing and communications teams to make updates anytime and everywhere. The initiative has enabled Textron to save money by freeing IT up to work on more important tasks, instituting new e-commerce and mobile initiatives to better engage customers, and by ensuring efficient Website management processes to quickly adjust to customer demands.  “We considered a number of products, but chose Oracle WebCenter Sites because it provides the best user interface. We reviewed customer references and analyst reports, and Oracle WebCenter Sites was consistently at the top of the list,” Brad Hof, Manager, Advanced Business Solutions and Web Communications, Textron Inc. Additional Information Tectron Inc. Customer Snapshot Oracle WebCenter Sites

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  • Understanding the Customer Form in Release 12 from an AR Perspective!!

    - by user793553
    Confused by the Customer Form in Release 12??  Read on, to get some insight into the evolution of this screen, and how it links in with Trading Community Architecture. Historically, the customer data model was owned by Oracle Receivables (AR).  However, as the data model changed and more complex relationships and attributes had to be tracked and monitored, the Trading Community Architecture (TCA) product was created.  All applications within the E-Business suite that require interaction with a customer integrate with TCA. Customer information is no longer stored in the individual applications but rather in a central repository/registry maintained within TCA.  It is important to understand the following entities/concepts stored in TCA: Party: A party is an entity with whom you can have a potential business relationship.  A party can be either a Person or an Organization.  The Party entity is completely independent of any business relationship; this means that a Party can exist even if you have no transactions with it.   The Party is the "umbrella" entity under which you capture all other attributes listed below. Customer: A customer is a party with whom you have an existing business relationship.  From an AR perspective, you can simplify the concepts by thinking of a Customer as a Party. This definition however does not apply to all other applications. In the Oracle Receivables Customer form, the information displayed at the Customer level is from TCA's Party information record. Customer Account (also called Account): An account contains information about how you transact business with a particular customer.  You can create multiple accounts for a customer.  When you create invoices and receipts you associate it to a particular Account of a Customer. Location: A Location is an address.  It is a point in space, typically identified by a street number, a street name, a city, a state or province, a country.  A location is independent of what it is used for - you do not associate a purpose to a location. Party Site: A Party Site is associated to a Party.  It is the location where a party is physically located.  When defining sites for a Party, only one can be an identifying address.  However, you can define other party sites associated to a party. You can define purposes/usage for Party Sites. Account Site: An Account Site is associated to a Customer Account. It is the location associated to the account you are transacting business with. You can define business purposes (also called site uses) for an Account site. Read more about the Customer Workbench in these notes: Doc ID 1436547.1 Oracle Receivables: Understanding the Customer Form in Release 12 Doc ID  1437866.1 Customer Form - Address: Troubleshooting, Known Issues and Patches Doc ID  1448442.1 Oracle Receivables (AR): Customer Workbench Information Center Do you find this type of blog entry useful?  Please add comments to let us know how we can help you more effectively.  Thank you!

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  • No Customer Left Behind

    - by Kathryn Perry
    A guest post by David Vap, Group Vice President, Oracle Applications Product Development What does customer experience mean to you? Is it a strategy for your executives? A new buzz word and marketing term? A bunch of CRM technology with social software added on? For me, customer experience is a customer-centric worldview that produces a deeper understanding of your business and what it takes to achieve sustainable, differentiated success. It requires you to prioritize and examine the journey your customers are on with your brand, so you can answer the question, "How can we drive greater value for our business by delivering a better customer experience?" Businesses that embrace a customer-centric worldview understand their business at a much deeper level than most. They know who their customers are, what their value is, what they do, what they say, what they want, and ultimately what that means to their business. "Why Isn't Everyone Doing It?" We're all consumers who have our own experiences with many brands. Good or bad, some of those experiences stay with us. So viscerally we understand the concept of customer experience from the stories we share. One that stands out in my mind happened as I was preparing to leave for a 12-month job assignment in Europe. I wanted to put my cable television subscription on hold. I wasn't leaving for another vendor. I wasn't upset. I just had a situation where it made sense to put my $180 per month account on pause until I returned. Unfortunately, there was no way for this cable company to acknowledge that I was a loyal customer with a logical request - and to respond accordingly. So, ultimately, they lost my business. Research shows us that it costs six to seven times more to acquire a new customer than to retain an existing one. Heavily funding the efforts of getting new customers and underfunding the efforts of serving the needs of your existing (who are your greatest advocates) is a vicious and costly cycle. "Hey, These Guys Suck!" I love my Apple iPad because it's so easy to use. The explosion of these types of technologies, combined with new media channels, has raised our expectations and made us hyperaware of what's going on and what's available. In addition, social media has given us a megaphone to share experiences both positive and negative with greater impact. We are now an always-on culture that thrives on our ability to access, connect, and share anywhere anytime. If we don't get the service, product, or value we expect, it is easy to tell many people about it. We also can quickly learn where else to get what we want. Consumers have the power of influence and choice at a global scale. The businesses that understand this principle are able to leverage that power to their advantage. The ones that don't, suffer from it. Which camp are you in?Note: This is Part 1 in a three-part series. Stop back for Part 2 on November 19.

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  • Poor Customer Service Example

    - by MightyZot
    Lately I have been frustrated by examples of poor customer service. At least one is worth writing about because I don’t think companies realize the effects of their service policies on loyal customers. Bad Customer Service Example #1 Recently, I received an offer in the mail from my cable company, suddenLink. The offer was for an updated TiVo for $12/mo. Normally I ignore offers like this one because I already have the service they’re offering and many times advertisers are offering alternatives to what is already an excellent product offering. I tend to exhibit a high level of loyalty to the products and brands that I use. In this case, we were looking to upgrade our TiVo and this deal is attractive for several reasons: I don’t want to pay a huge amount up-front for the device, so paying a monthly amount for the device is attractive to me. My entertainment is almost all on a single invoice. I’m no longer going to be billed by suddenLink and TiVo. TiVo is still involved, so I am still loyal to the brand I love. I have resisted moving to other DVRs and services for over a decade. I called suddenLink to order the new TiVo and was rewarded with great customer service. In fact, I can’t remember ever getting poor customer service from suddenLink. They are always there to answer my technical support questions and they are very responsive to outages. Then I called TiVo. First of all, I chose the option on the phone system to change or cancel my service, which was consequently met by an inordinate hold time. (I’m calling this time inordinate because I get through very quickly if I want to purchase something.) This is a trend that I’ve noticed with companies – if you want me to be loyal to you, it should be just as easy to cancel your service as it is to purchase it. Because, I should never be cancelling because I am unhappy. And, if you ever want my business again, or more importantly a reference, then you’d better make the exit door open just as easy as the enter door. After quite some time on hold, I talked to “Victor” who was very courteous. Victor canceled my service and then told me that I could keep my current TiVo and transfer recorded programs to it from the new TiVo.  Cool I said, but what about the cost?  He said there was no extra cost.  This was also attractive to me because I paid for my TiVo and it would be good to use it for something at least.  That was four months ago. This month I noticed that TiVo was still charging me for my original service. I was a little upset, but I decided to give them the benefit of the doubt. After all, I am a loyal TiVo customer and I have resisted moving to other solutions for over a decade. I’m sure they will do whatever it takes to keep my business, through TiVo or through suddenLink. After quite some time on hold, I was able to talk to a customer service representative, “Les”. I explained that I am a loyal TiVo customer, but I purchased this deal through my cable provider. I’m still with TiVo, I just wanted a single bill and to take advantage of the pay-over-time option. “Les” told me that he was very sorry to hear that I’m leaving TiVo, to which I responded again that I wasn’t leaving TiVo, I just want one invoice, and to take advantage of the pay-over-time. So, after explaining that I requested a termination of the non-suddenLink account (TiVo can see both of course), I was put on hold again for quite some time while my refund was “approved”.  “Les” said that he could see my cancellation request back in July. Note that it is now November, so they have billed me inappropriately four times. After quite some time, he came back on the line and told me that he was able to “get me most of my money back.” He got approval to refund 90 days. Even though I requested cancellation of one of my accounts, TiVo has that cancellation request on file and they admit overbilling me, I am going to get “most” of my money back. To top this experience off, when we were ready to hang up, “Les” told me that he was sorry to see me go and that he hoped I would come back to TiVo again. Again, I explained to “Les” that I have not left TiVo. I am just paying them through suddenLink. At that point, he went into a small dissertation about how this is a special arrangement they have with suddenLink and very few others. He made me feel like I was doing something wrong. Why should I feel that way? TiVo made the deal with suddenLink, not me, and the deal seemed like a good compromise for me to be able to get what I need. Here is what TiVo Customer Service accomplished on those two calls – I no longer feel like I need to be loyal to the TiVo brand or service. If I had been treated better on these two calls, I would still be recommending TiVo to my friends. They would still be getting revenue from a loyal customer, who paid the same rate for over a decade, and this article wouldn’t be here for you to read. Interesting… In my opinion, if you want brand loyalty, be loyal to your customers!

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  • It is CX a new concept?

    - by Isabel F. Peñuelas
    The Marketing Industry and the Web Industry are talking about CX since some time. However it is only very recently that the concept has reached some common meaning accepted by the analysts’ and the IT community. The new CX model depends on two previous facts: the expansion of the social media, and the impact of the new advanced features of mobile devices regarding brand-customer interaction. CXsers vs UXers First there is some need of disambiguity between User Experience and Customer Experience. User Experience -UX, is a much well established concept related with the design of user interactions for particular devices. UX people are interested on multiple touch points of digital interfaces while CX people are interested on all kind of interfaces including physical ones. UX is an evolution of Web Usability, while CX is a marketing concept. UX is an instrument of User Experience. CX in fact is all about Connections and Interactions. Connections Dan Draper, the creative director Mad Men, understands very well that to market effectively means to connect with people, and the best way to connect to people is to use the connections people have with other people: understanding Social Media connections and taking the customer pulse of customers on those medias, and are strong facilitators of CX strategies.  Interactions We can very simply define CX as the relationship that a customer establishes with a brand through multiple touch points (interactions, channels) through the entire life cycle of his relationship- direct or indirect with the brand. Interactions can be grouped on Customer Journeys through multiple touch points defined as the path a customer follows to achieve a goal. Processes A customer journey today usually starts at the moment he surfs the Web, then he takes a purchase decision; purchases the product;  request a particular service and finally recommends or do not recommends the product.  Customer Journeys are processes, and to analyze customer journeys there exists today a broad offering of modern Customer Journey tools very similar actually to the use cases or UML activity diagrams for IT systems design. As a summary CX is nothing more and nothing less than applying process analysis methods for better understanding how to create value through customer interactions across the multiple user´s touch points with the brand.

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  • Why It Is So Important to Know Your Customer

    - by Christie Flanagan
    Over the years, I endured enough delayed flights, air turbulence and misadventures in airport security clearance to watch my expectations for the air travel experience fall to abysmally low levels. The extent of my loyalty to any one carrier had more to do with the proximity of the airport parking garage to their particular gate than to any effort on the airline’s part to actually earn and retain my business. That all changed one day when I found myself at the airport hoping to catch a return flight home a few hours earlier than expected, using an airline I had flown with for the first time just that week.  When you travel regularly for business, being able to catch a return flight home that’s even an hour or two earlier than originally scheduled is a big deal. It can mean the difference between having a normal evening with your family and having to sneak in like a cat burglar after everyone is fast asleep. And so I found myself on this particular day hoping to catch an earlier flight home. I approached the gate agent and was told that I could go on standby for their next flight out. Then I asked how much it was going to cost to change the flight, knowing full well that I wouldn’t get reimbursed by my company for any change fees. “Oh, there’s no charge to fly on standby,” the gate agent told me. I made a funny look. I couldn’t believe what I was hearing. This airline was going to let my fly on standby, at no additional charge, even though I was a new customer with no status or points. It had been years since I’d seen an airline pass up a short term revenue generating opportunity in favor of a long term loyalty generating one.  At that moment, this particular airline gained my loyal business. Since then, this airline has had the opportunity to learn a lot about me. They know where I live, where I fly from, where I usually fly to, and where I like to sit on the plane. In general, I’ve found their customer service to be quite good whether at the airport, via call center and even through social channels. They email me occasionally, and when they do, they demonstrate that they know me by promoting deals for flights from where I live to places that I’d be interested in visiting. And that’s part of why I’m always so puzzled when I visit their website.Does this company with the great service, customer friendly policies, and clean planes demonstrate that they know me at all when I visit their website? The answer is no. Even when I log in using my loyalty program credentials, it’s pretty obvious that they’re presenting the same old home page and same old offers to every single one of their site visitors. I mean, those promotional offers that they’re featuring so prominently  -- they’re for flights that originate thousands of miles from where I live! There’s no way I’d ever book one of those flights and I’m sure I’m not the only one of their customers to feel that way.My reason for recounting this story is not to pick on the one customer experience flaw I've noticed with this particular airline, in fact, they do so many things right that I’ll continue to fly with them. But I did want to illustrate just how glaringly obvious it is to customers today when a touch point they have with a brand is impersonal, unconnected and out of sync. As someone who’s spent a number of years in the web experience management and online marketing space, it particularly peeves me when that out of sync touch point is a brand’s website, perhaps because I know how important it is to make a customer’s online experience relevant and how many powerful tools are available for making a relevant experience a reality. The fact is, delivering a one-size-fits-all online customer experience is no longer acceptable or particularly effective in today’s world. Today’s savvy customers expect you to know who they are and to understand their preferences, behavior and relationship with your brand. Not only do they expect you to know about them, but they also expect you to demonstrate this knowledge across all of their touch points with your brand in a consistent and compelling fashion, whether it be on your traditional website, your mobile web presence or through various social channels.Delivering the kind of personalized online experiences that customers want can have tremendous business benefits. This is not just about generating feelings of goodwill and higher customer satisfaction ratings either. More relevant and personalized online experiences boost the effectiveness of online marketing initiatives and the statistics prove this out. Personalized web experiences can help increase online conversion rates by 70% -- that’s a huge number.1  And more than three quarters of consumers indicate that they’ve made additional online purchases based on personalized product recommendations.2Now if only this airline would get on board with delivering a more personalized online customer experience. I’d certainly be happier and more likely to spring for one of their promotional offers. And by targeting relevant offers on their home page to appropriate segments of their site visitors, I bet they’d be happier and generating additional revenue too. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}  ***** If you're interested in hearing more perspectives on the benefits of demonstrating that you know your customers by delivering a more personalized experience, check out this white paper on creating a successful and meaningful customer experience on the web.  Also catch the video below on the business value of CX in attracting new customers featuring Oracle's VP of Customer Experience Strategy, Brian Curran. 1 Search Engine Watch 2 Marketing Charts

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  • You Say You Want a (Customer Experience) Revolution

    - by Christie Flanagan
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} rev-o-lu-tion [rev-uh-loo-shuhn] noun 1. a sudden, radical or complete change 2. fundamental change in the way of thinking about or visualizing something; a change of paradigm 3. a changeover in use or preference especially in technology <the computer revolution> Lately, I've been hearing an awful lot about the customer experience revolution.  Tonight Oracle will be hosting The Experience Revolution, an evening of exploration and networking with customer experience executives in New York City where Oracle President Mark Hurd will introduce Oracle Customer Experience, a cross-stack suite of customer experience products that includes Oracle WebCenter and a number of other Oracle technologies. Then on Tuesday and Wednesday, the Forrester Customer Experience Forum East also kicks off in New York City where they'll examine how businesses can "reap the full business benefits of the customer experience revolution." So, are we in the midst of a customer experience revolution? As a consumer, I can answer that question with a definitive “yes.” When I bought my very first car, I had a lot of questions. How do I know if I’m paying a fair price? How do I know if this dealer is honest? Why do I have to sit through these good cop, bad cop shenanigans between sales and sales management at the dealership? Why do I feel like I’m doing these people a favor by giving them my business? In the end the whole experience left me feeling deeply unsatisfied. I didn’t feel that I held all that much power over the experience and the only real negotiating trick I had was to walk out, which I did, many times before actually making a purchase. Fast forward to a year ago and I found myself back in the market for a new car. The very first car that I bought had finally kicked the bucket after many years, many repair bills, and much wear and tear. Man, I had loved that car. It was time to move on, but I had a knot in my stomach when I reflected back on my last car purchase experience and dreaded the thought of going through that again. Could that have been the reason why I drove my old car for so long? But as I started the process of researching new cars, I started to feel really confident. I had a wealth of online information that helped me in my search. I went to Edmunds and plugged in some information on my preferences and left with a short list of vehicles. After an afternoon spent test driving the cars my short list, I had determined my favorite – it was a model I didn’t even know about until my research on Edmunds! But I didn’t want to go back to the dealership where I test drove it. They were clearly old school and wanted me to buy the way that they wanted to sell. No thanks! After that I went back online. I figured out exactly what people had paid for this car in my area. I found out what kind of discount others were able to negotiate from an online community forum dedicated to the make and model. I found out how the sales people were being incentivized by the manufacturer that month. I learned which dealers had the best ratings and reviews. This was actually getting exciting. I was feeling really empowered. My next step was to request online quotes from the some of the highest rated dealers but I already knew exactly how much I was going to pay. This was really a test for the dealers. My new mantra was “let he who delivers the best customer experience win.” An inside sales rep from one dealer responded to my quote request within a couple of hours. I told him I had already decided on the make and model and it was just a matter of figuring out who I would buy it from. I also told them that I was really busy and wouldn’t set foot in the dealership unless we had come to terms beforehand. Lastly, I let him know that I’d prefer to work out the details via email. He promised to get back to me shortly with a detailed quote. Over the next few days I received calls from other dealers. One asked me a host of questions that I had already answered in their lengthy online form. Another blamed their website performance issues for their delay in responding to my request. But by then it didn’t really matter because I’d already bought the car days before from the dealer who responded to me first and who was willing to adjust their sales process to accommodate my buying one. So, yes, I really do believe we are in the midst of a customer experience revolution. And every revolution leaves some victorious and other vanquished. Which side do you want to be on when it comes to the customer experience revolution?

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  • What packages can i use to unroll a complete store with customer service?

    - by acidzombie24
    I havent bought the server yet (possible VPS) but i am thinking about using linux with apache and mono for asp.net support. I don't know much about this. What packages can i use together to have a store with customer support? What i like is 1) A store to purchase one item (its digital). More may be possible but they are likely to be addons which need the first item. 2) Have the the store send messages to my app which will generate registration key and deliver the digital item. 3) Create an account for that customer on a support site used for tickets 4) A Forum. I'd like a private forum for customers and may want their account to be disabled when their product license has expired. 5) A mailing list. I like non customers be able to subscribe to a list and i'd like to know if any customers are on it so i can send different emails to each if desired. Are there packages that make any of these easy? I dont mind writing glue code if i need to but i havent tried any stores, mailing list, ticket system but have installed a forum once long ago. My mail server will likely be through google apps.

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  • Learn Advanced ADF online – for free by Grant Ronald

    - by JuergenKress
    DF knowledge is key for any BPM implementation! The second part of the advanced ADF online eCourse is Live now! This covers the advanced topics of region and region interaction as well as getting down and dirty with some of the layout features of ADF Faces, skinning and DVT components. The aim of this course is to give you a self-paced learning aid which covers the more advanced topics of ADF development. The content is developed by Product Management and our Curriculum development teams and is based on advanced training material we have been running internally for about 18 months. We will get started on the next chapter, but in the meantime, please have a look at chapters one and two. SOA & BPM Partner Community For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit  www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center. Blog Twitter LinkedIn Mix Forum Technorati Tags: ADF,Grant Ronald,ADF training,education,SOA Community,Oracle SOA,Oracle BPM,BPM Community,OPN,Jürgen Kress

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  • What to answer to a customer who asks which one of two equivalent technologies must be used?

    - by MainMa
    As a freelancer, I am often asked by my customers what they must choose between similar elements, neither of which being better than another. Examples: “Do I need my e-commerce website be in PHP or ASP.NET?” “Do I need to host this ordinary web service in Cloud or use an ordinary hosting service?” “Which one is better for my new website: MySQL or Oracle?” etc. There is maybe at most 1% of cases where the choice is relevant, and there is a real, objective reason to use one over another, based on the precise metrics and studies. In all other cases, it doesn't matter at all. It is totally, completely irrelevant, either because there are no implications¹, or because those implications are too small to be taken in account², or, finally, because it's impossible to predict those implications³. If you know one thing and not another one, the answer to those questions is easy: “You can either write the application in C# or Java, both being probably equivalent in your case. Note that I'm a C# developer, so if you choose Java, I would not be able to work on your project and you would need to find another freelancer.” When you know both technologies, you can't answer that. In this case, how to explain to the customer that the question he asks is subject to flamewar and has no real consequences on his project? In other words, how to explain that you've chosen to use one technology rather than an equivalent one for the reasons related to human resources, without giving the impression to be unprofessional or to not care about the project? ¹ Example: Is MySQL better (worse?), performance-wise, compared to Oracle, for a personal website which will be accessed by, oh, let's be optimistic, two people per day? ² Example: for a given project, I was asked to asset if Windows Azure hosting would be cheaper than the hosting of the same application on a well-known ASP.NET hosting provider. The cost revealed to be exactly the same. ³ Example: your customer have an idea of a future application (the idea itself being extremely vague). There is no business plan, no requirements, nothing at all. Just an idea. You are asked if Java is better than C# for this app. What do you answer?

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