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  • How do I prove or disprove "god" objects are wrong?

    - by honestduane
    Problem Summary: Long story short, I inherited a code base and an development team I am not allowed to replace and the use of God Objects is a big issue. Going forward, I want to have us re-factor things but I am getting push-back from the teams who want to do everything with God Objects "because its easier" and this means I would not be allowed to re-factor. I pushed back citing my years of dev experience, that I'm the new boss who was hired to know these things, etc, and so did the third party offshore companies account sales rep, and this is now at the executive level and my meeting is tomorrow and I want to go in with a lot of technical ammo to advocate best practices because I feel it will be cheaper in the long run (And I personally feel that is what the third party is worried about) for the company. My issue is from a technical level, I know its good long term but I'm having trouble with the ultra short term and 6 months term, and while its something I "know" I cant prove it with references and cited resources outside of one person (Robert C. Martin, aka Uncle Bob), as that is what I am being asked to do as I have been told having data from one person and only one person (Robert C Martin) is not good enough of an argument. Question: What are some resources I can cite directly (Title, year published, page number, quote) by well known experts in the field that explicitly say this use of "God" Objects/Classes/Systems is bad (or good, since we are looking for the most technically valid solution)? Research I have already done: I have a number of books here and I have searched their indexes for the use of the words "god object" and "god class". I found that oddly its almost never used and the copy of the GoF book I have for example, never uses it (At least according to the index in front of me) but I have found it in 2 books per the below, but I want more I can use. I checked the Wikipedia page for "God Object" and its currently a stub with little reference links so although I personally agree with that it says, It doesn't have much I can use in an environment where personal experience is not considered valid. The book cited is also considered too old to be valid by the people I am debating these technical points with as the argument they are making is that "it was once thought to be bad but nobody could prove it, and now modern software says "god" objects are good to use". I personally believe that this statement is incorrect, but I want to prove the truth, whatever it is. In Robert C Martin's "Agile Principles, Patterns, and Practices in C#" (ISBN: 0-13-185725-8, hardcover) where on page 266 it states "Everybody knows that god classes are a bad idea. We don't want to concentrate all the intelligence of a system into a single object or a single function. One of the goals of OOD is the partitioning and distribution of behavior into many classes and many function." -- And then goes on to say sometimes its better to use God Classes anyway sometimes (Citing micro-controllers as an example). In Robert C Martin's "Clean Code: A Handbook of Agile Software Craftsmanship" page 136 (And only this page) talks about the "God class" and calls it out as a prime example of a violation of the "classes should be small" rule he uses to promote the Single Responsibility Principle" starting on on page 138. The problem I have is all my references and citations come from the same person (Robert C. Martin), and am from the same single person/source. I am being told that because he is just one guy, my desire to not use "God Classes" is invalid and not accepted as a standard best practice in the software industry. Is this true? Am I doing things wrong from a technical perspective by trying to keep to the teaching of Uncle Bob? God Objects and Object Oriented Programming and Design: The more I think of this the more I think this is more something you learn when you study OOP and its never explicitly called out; Its implicit to good design is my thinking (Feel free to correct me, please, as I want to learn), The problem is I "know" this, but but not everybody does, so in this case its not considered a valid argument because I am effectively calling it out as universal truth when in fact most people are statistically ignorant of it since statistically most people are not programmers. Conclusion: I am at a loss on what to search for to get the best additional results to cite, since they are making a technical claim and I want to know the truth and be able to prove it with citations like a real engineer/scientist, even if I am biased against god objects due to my personal experience with code that used them. Any assistance or citations would be deeply appreciated.

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  • Employee Engagement Q&A with John Brunswick

    - by Kellsey Ruppel
    As we are focusing this week on Employee Engagement, I recently sat down with industry expert and thought leader John Brunswick on the topic. Here is the Q&A dialogue we shared.  Q: How do you effectively engage employees to drive business value?A: Motivation, both extrinsic and intrinsic, combined with the relevancy of various channels to support it.  Beyond chaining business strategies like compensation models within an organization, engagement ultimately is most successful when driven by employee's motivations.  Business value derived from engagement through technical capabilities can be objectively measured through metrics like the rate and accuracy of problem solving for a given business function or frequency of innovation created.  Providing employees performing "knowledge work" with capabilities that allow them to perform work with a higher degree of accuracy in the same or ideally less time, adds value for that individual and in turn, drives their level of engagement to drive business value. Q: Organizations with high levels of employee engagement outperform the total stock market index by 22%. Can you comment on why you think this might be? A: Alignment through shared purpose.  Zappos is an excellent example of a culture that arguably has higher than average levels of employee engagement and it permeates every aspect of their organization – embodied externally through their customer experience.  I recently made my first purchase with them and it was obvious through their web experience, visual design, communication style, customer service and attention to detail down to green packaging, that they have an amazingly strong shared purpose.  The Zappos.com ‘About page’ outlines their "Family Core Values", the first three being "Deliver WOW Through Service, Embrace and Drive Change & Create Fun and A Little Weirdness" – all reflected externally in my interaction with them.  Strong shared purpose enables higher product and service experience, equating to a dedicated customer base, repeat purchases and expanded marketshare. Q: Have you seen any trends in the market regarding employee engagement? A: Some companies now see offering a form of social engagement similar to Facebook and LinkedIn as standard communication infrastructure like email or instant messaging.  Originally offered as standalone tools, the value is now seen when these capabilities are offered in an integrated fashion in the context of business entities.  An emerging area of focus is around employee activities related to their organization on external social platforms, implicitly creating external communities with employees acting on behalf of the brand and interacting with each other (e.g. Twitter).  Companies have reached a formal understand that this now established communication medium requires strategies allowing employees to engage.  I have personally met colleagues from Oracle, like Oracle User Experience Director Ultan O'Broin (@ultan), via Twitter before meeting first through internal channels. Q: Employee engagement is important, but what about engaging customers and partners? A: The last few years we have witnessed an interesting evolution from the novelty of self-service to expectations of "intelligent" self-service.  From a consumer standpoint, engagement can end up being a key differentiator, especially in mature markets.  Customers that perform some level of interaction with a brand develop greater affinity for the brand and have a greater probability of acting as an advocate.  As organizations move toward a model of deeper engagement, they must ensure that their business is positioned to support deeper relationships, offering potentially greater transparency. From a partner standpoint greater engagement can lead to new types of business opportunities, much in the way that Amazon.com offers a unified shopping experience that can potentially span various vendors.  This same model can be extended to blending services and product delivery models, based on a closeness not easily possible before increased capability of engagement mechanisms. Q: What types of solutions are available to successfully deliver employee engagement? A: Solutions enabling higher levels of engagement do so on the basis of relevancy.  This relevancy is generally supported by aspects of content management, social collaboration, business intelligence, portal and process management technologies.  These technologies can help deliver an experience tailored to a given role or process within an organization that applies equally to work that is structured or unstructured, appearing in the form of functionality as simple as an online employee directory search, knowledge communities supported by social collaboration, as well as more feature rich business intelligence dashboards and portals. Looking to learn more about how to effectively engage your employees? Check out this webcast, or read more from John Brunswick. 

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  • Guidance: How to layout you files for an Ideal Solution

    - by Martin Hinshelwood
    Creating a solution and having it maintainable over time is an art and not a science. I like being pedantic and having a place for everything, no matter how small. For setting up the Areas to run Multiple projects under one solution see my post on  When should I use Areas in TFS instead of Team Projects and for an explanation of branching see Guidance: A Branching strategy for Scrum Teams. Update 17th May 2010 – We are currently trialling running a single Sprint branch to improve our history. Whenever I setup a new Team Project I implement the basic version control structure. I put “readme.txt” files in the folder structure explaining the different levels, and a solution file called “[Client].[Product].sln” located at “$/[Client]/[Product]/DEV/Main” within version control. Developers should add any projects you need to create to that solution in the format “[Client].[Product].[ProductArea].[Assembly]” and they will automatically be picked up and built automatically when you setup Automated Builds using Team Foundation Build. All test projects need to be done using MSTest to get proper IDE and Team Foundation Build integration out-of-the-box and be named for the assembly that it is testing with a naming convention of “[Client].[Product].[ProductArea].[Assembly].Tests” Here is a description of the folder layout; this content should be replicated in readme files under version control in the relevant locations so that even developers new to the project can see how to do it. Figure: The Team Project level - at this level there should be a folder for each the products that you are building if you are using Areas correctly in TFS 2010. You should try very hard to avoided spaces as these things always end up in a URL eventually e.g. "Code Auditor" should be "CodeAuditor". Figure: Product Level - At this level there should be only 3 folders (DEV, RELESE and SAFE) all of which should be in capitals. These folders represent the three stages of your application production line. Each of them may contain multiple branches but this format leaves all of your branches at the same level. Figure: The DEV folder is where all of the Development branches reside. The DEV folder will contain the "Main" branch and all feature branches is they are being used. The DEV designation specifies that all code in every branch under this folder has not been released or made ready for release. And feature branches MUST merge (Forward Integrate) from Main and stabilise prior to merging (Reverse Integration) back down into Main and being decommissioned. Figure: In the Feature branching scenario only merges are allowed onto Main, no development can be done there. Once we have a mature product it is important that new features being developed in parallel are kept separate. This would most likely be used if we had more than one Scrum team working on a single product. Figure: when we are ready to do a release of our software we will create a release branch that is then stabilised prior to deployment. This protects the serviceability of of our released code allowing developers to fix bugs and re-release an existing version. Figure: All bugs found on a release are fixed on the release.  All bugs found in a release are fixed on the release and a new deployment is created. After the deployment is created the bug fixes are then merged (Reverse Integration) into the Main branch. We do this so that we separate out our development from our production ready code.  Figure: SAFE or RTM is a read only record of what you actually released. Labels are not immutable so are useless in this circumstance.  When we have completed stabilisation of the release branch and we are ready to deploy to production we create a read-only copy of the code for reference. In some cases this could be a regulatory concern, but in most cases it protects the company building the product from legal entanglements based on what you did or did not release. Figure: This allows us to reference any particular version of our application that was ever shipped.   In addition I am an advocate of having a single solution with all the Project folders directly under the “Trunk”/”Main” folder and using the full name for the project folders.. Figure: The ideal solution If you must have multiple solutions, because you need to use more than one version of Visual Studio, name the solutions “[Client].[Product][VSVersion].sln” and have it reside in the same folder as the other solution. This makes it easier for Automated build and improves the discoverability of your code and its dependencies. Send me your feedback!   Technorati Tags: VS ALM,VSTS Developing,VS 2010,VS 2008,TFS 2010,TFS 2008,TFBS

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  • Walmart and Fusion Apps

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

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  • Global Perspective: Oracle AppAdvantage Does its Stage Debut in the UK

    - by Tanu Sood
    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-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Global Perspective is a monthly series that brings experiences, business needs and real-world use cases from regions across the globe. This month’s feature is a follow-up from last month’s Global Perspective note from a well known ACE Director based in EMEA. My first contribution to this blog was before Oracle Open World and I was quite excited about where this initiative would take me in my understanding of the value of Oracle Fusion Middleware. Rimi Bewtra from the Oracle AppAdvantage team came as promised to the Oracle ACE Director briefings and explained what this initiative was all about and I then asked the directors to take part in the new survey. The story was really well received and then at the SOA advisory board that many of these ACE Directors already take part in there was a further discussion on how this initiative will help customers understand the benefits of adoption. A few days later Rick Beers launched the program at a lunch of invited customer executives which included one from Pella who talked about their projects (a quick recap on that here). I wasn’t able to stay for the whole event but what really interested me was that these executives who understood the technology but where looking for how they could use them to drive their businesses. Lots of ideas were bubbling up in my head about how we can use this in user groups to help our members, and the timing was fantastic as just three weeks later we had UKOUG_Apps13, our flagship Applications conference in the UK. We had independently working with Oracle marketing in the UK on an initiative called Apps Transformation to help our members look beyond just the application they use today. We have had a Fusion community page but felt the options open are now much wider than Fusion Applications, there are acquired applications, social, mobility and of course the underlying technology, Oracle Fusion Middleware. I was really pleased to be allowed to give the Oracle AppAdvantage story as a session in our conference and we are planning a special Apps Transformation event in March where I hope the Oracle AppAdvantage team will take part and we will have the results of the survey to discuss. But, life also came full circle for me. In my first post, I talked about Andrew Sutherland and his original theory that Oracle Fusion Middleware adoption had technical drivers. Well, Andrew was a speaker at our event and he gave a potted, tech-talk free update on Oracle Open World. Andrew talked about the Prevailing Technology Winds, and what is driving this today and he talked about that in the past it was the move from simply automating processes (ERP etc), through the altering of those processes (SOA) and onto consolidation. The next drivers are around the need to predict, both faster and more accurately; how to better exploit the information that we have available. He went on to talk about The Nexus of Forces: Social, Mobile, Cloud and Information – harnessing these forces of change with Oracle technology. Gartner really likes this concept and if you want to know more you can get their paper here. All this has made me think, and I hope it will make you too. Technology can help us drive our businesses better and understanding your needs can be the first step on your journey, which was the theme of our event in the UK. I spoke to a number of the delegates and I hope to share some of their stories in later posts. If you have a story to share, the survey is at: https://www.surveymonkey.com/s/P335DD3 About the Author: Debra Lilley, Fujitsu Fusion Champion, UKOUG Board Member, Fusion User Experience Advocate and ACE Director. Debra has 18 years experience with Oracle Applications, with E Business Suite since 9.4.1, moving to Business Intelligence Team Leader and then Oracle Alliance Director. She has spoken at over 100 conferences worldwide and posts at debrasoraclethoughts Editor’s Note: Debra has kindly agreed to share her musings and experience in a monthly column on the Fusion Middleware blog so do stay tuned…

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  • Summit reflections

    - by Rob Farley
    So far, my three PASS Summit experiences have been notably different to each other. My first, I wasn’t on the board and I gave two regular sessions and a Lightning Talk in which I told jokes. My second, I was a board advisor, and I delivered a precon, a spotlight and a Lightning Talk in which I sang. My third (last week), I was a full board director, and I didn’t present at all. Let’s not talk about next year. I’m not sure there are many options left. This year, I noticed that a lot more people recognised me and said hello. I guess that’s potentially because of the singing last year, but could also be because board elections can bring a fair bit of attention, and because of the effort I’ve put in through things like 24HOP... Yeah, ok. It’d be the singing. My approach was very different though. I was watching things through different eyes. I looked for the things that seemed to be working and the things that didn’t. I had staff there again, and was curious to know how their things were working out. I knew a lot more about what was going on behind the scenes to make various things happen, and although very little about the Summit was actually my responsibility (based on not having that portfolio), my perspective had moved considerably. Before the Summit started, Board Members had been given notebooks – an idea Tom (who heads up PASS’ marketing) had come up with after being inspired by seeing Bill walk around with a notebook. The plan was to take notes about feedback we got from people. It was a good thing, and the notebook forms a nice pair with the SQLBits one I got a couple of years ago when I last spoke there. I think one of the biggest impacts of this was that during the first keynote, Bill told everyone present about the notebooks. This set a tone of “we’re listening”, and a number of people were definitely keen to tell us things that would cause us to pull out our notebooks. PASSTV was a new thing this year. Justin, the host, featured on the couch and talked a lot of people about a lot of things, including me (he talked to me about a lot of things, I don’t think he talked to a lot people about me). Reaching people through online methods is something which interests me a lot – it has huge potential, and I love the idea of being able to broadcast to people who are unable to attend in person. I’m keen to see how this medium can be developed over time. People who know me will know that I’m a keen advocate of certification – I've been SQL certified since version 6.5, and have even been involved in creating exams. However, I don’t believe in studying for exams. I think training is worthwhile for learning new skills, but the goal should be on learning those skills, not on passing an exam. Exams should be for proving that the skills are there, not a goal in themselves. The PASS Summit is an excellent place to take exams though, and with an attitude of professional development throughout the event, why not? So I did. I wasn’t expecting to take one, but I was persuaded and took the MCM Knowledge Exam. I hadn’t even looked at the syllabus, but tried it anyway. I was very tired, and even fell asleep at one point during it. I’ll find out my result at some point in the future – the Prometric site just says “Tested” at the moment. As I said, it wasn’t something I was expecting to do, but it was good to have something unexpected during the week. Of course it was good to catch up with old friends and make new ones. I feel like every time I’m in the US I see things develop a bit more, with more and more people knowing who I am, who my staff are, and recognising the LobsterPot brand. I missed being a presenter, but I definitely enjoyed seeing many friends on the list of presenters. I won’t try to list them, because there are so many these days that people might feel sad if I don’t mention them. For those that I managed to see, I was pleased to see that the majority of them have lifted their presentation skills since I last saw them, and I happily told them as much. One person who I will mention was Paul White, who travelled from New Zealand to his first PASS Summit. He gave two sessions (a regular session and a half-day), packed large rooms of people, and had everyone buzzing with enthusiasm. I spoke to him after the event, and he told me that his expectations were blown away. Paul isn’t normally a fan of crowds, and the thought of 4000 people would have been scary. But he told me he had no idea that people would welcome him so well, be so friendly and so down to earth. He’s seen the significance of the SQL Server community, and says he’ll be back. It’ll be good to see him there. Will you be there too?

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  • Agile Executives

    - by Robert May
    Over the years, I have experienced many different styles of software development. In the early days, most of the development was Waterfall development. In the last few years, I’ve become an advocate of Scrum. As I talked about last month, many people have misconceptions about what Scrum really is. The reason why we do Scrum at Veracity is because of the difference it makes in the life of the team doing Scrum. Software is for people, and happy motivated people will build better software. However, not all executives understand Scrum and how to get the information from development teams that use Scrum. I think that these executives need a support system for managing Agile teams. Historical Software Management When Henry Ford pioneered the assembly line, I doubt he realized the impact he’d have on Management through the ages. Historically, management was about managing the process of building things. The people were just cogs in that process. Like all cogs, they were replaceable. Unfortunately, most of the software industry followed this same style of management. Many of today’s senior managers learned how to manage companies before software was a significant influence on how the company did business. Software development is a very creative process, but too many managers have treated it like an assembly line. Idea’s go in, working software comes out, and we just have to figure out how to make sure that the ideas going in are perfect, then the software will be perfect. Lean Manufacturing In the manufacturing industry, Lean manufacturing has revolutionized Henry Ford’s assembly line. Derived from the Toyota process, Lean places emphasis on always providing value for the customer. Anything the customer wouldn’t be willing to pay for is wasteful. Agile is based on similar principles. We’re building software for people, and anything that isn’t useful to them doesn’t add value. Waterfall development would have teams build reams and reams of documentation about how the software should work. Agile development dispenses with this work because excessive documentation doesn’t add value. Instead, teams focus on building documentation only when it truly adds value to the customer. Many other Agile principals are similar. Playing Catch-up Just like in the manufacturing industry, many managers in the software industry have yet to understand the value of the principles of Lean and Agile. They think they can wrap the uncertainties of software development up in a nice little package and then just execute, usually followed by failure. They spend a great deal of time and money trying to exactly predict the future. That expenditure of time and money doesn’t add value to the customer. Managers that understand that Agile know that there is a better way. They will instead focus on the priorities of the near term in detail, and leave the future to take care of itself. They have very detailed two week plans with less detailed quarterly plans. These plans are guided by a general corporate strategy that doesn’t focus on the exact implementation details. These managers also think in smaller features rather than large functionality. This adds a great deal of value to customers, since the features that matter most are the ones that the team focuses on in the near term and then are able to deliver to the customers that are paying for them. Agile managers also realize that stale software is very costly. They know that keeping the technology in their software current is much less expensive and risky than large rewrites that occur infrequently and schedule time in each release for refactoring of the existing software. Agile Executives Even though Agile is a better way, I’ve still seen failures using the Agile process. While some of these failures can be attributed to the team, most of them are caused by managers, not the team. Managers fail to understand what Agile is, how it works, and how to get the information that they need to make good business decisions. I think this is a shame. I’m very pleased that Veracity understands this problem and is trying to do something about it. Veracity is a key sponsor of Agile Executives. In fact, Galen is this year’s acting president for Agile Executives. The purpose of Agile Executives is to help managers better manage Agile teams and see better success. Agile Executives is trying to build a community of executives that range from managers interested in Agile to managers that have successfully adopted Agile. Together, these managers can form a community of support and ideas that will help make Agile teams more successful. Helping Your Team You can help too! Talk with your manager and get them involved in Agile Executives. Help Veracity build the community. If your manager understands Agile better, he’ll understand how to help his teams, which will result in software that adds more value for customers. If you have any questions about how you can be involved, please let me know. Technorati Tags: Agile,Agile Executives

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  • Summit reflections

    - by Rob Farley
    So far, my three PASS Summit experiences have been notably different to each other. My first, I wasn’t on the board and I gave two regular sessions and a Lightning Talk in which I told jokes. My second, I was a board advisor, and I delivered a precon, a spotlight and a Lightning Talk in which I sang. My third (last week), I was a full board director, and I didn’t present at all. Let’s not talk about next year. I’m not sure there are many options left. This year, I noticed that a lot more people recognised me and said hello. I guess that’s potentially because of the singing last year, but could also be because board elections can bring a fair bit of attention, and because of the effort I’ve put in through things like 24HOP... Yeah, ok. It’d be the singing. My approach was very different though. I was watching things through different eyes. I looked for the things that seemed to be working and the things that didn’t. I had staff there again, and was curious to know how their things were working out. I knew a lot more about what was going on behind the scenes to make various things happen, and although very little about the Summit was actually my responsibility (based on not having that portfolio), my perspective had moved considerably. Before the Summit started, Board Members had been given notebooks – an idea Tom (who heads up PASS’ marketing) had come up with after being inspired by seeing Bill walk around with a notebook. The plan was to take notes about feedback we got from people. It was a good thing, and the notebook forms a nice pair with the SQLBits one I got a couple of years ago when I last spoke there. I think one of the biggest impacts of this was that during the first keynote, Bill told everyone present about the notebooks. This set a tone of “we’re listening”, and a number of people were definitely keen to tell us things that would cause us to pull out our notebooks. PASSTV was a new thing this year. Justin, the host, featured on the couch and talked a lot of people about a lot of things, including me (he talked to me about a lot of things, I don’t think he talked to a lot people about me). Reaching people through online methods is something which interests me a lot – it has huge potential, and I love the idea of being able to broadcast to people who are unable to attend in person. I’m keen to see how this medium can be developed over time. People who know me will know that I’m a keen advocate of certification – I've been SQL certified since version 6.5, and have even been involved in creating exams. However, I don’t believe in studying for exams. I think training is worthwhile for learning new skills, but the goal should be on learning those skills, not on passing an exam. Exams should be for proving that the skills are there, not a goal in themselves. The PASS Summit is an excellent place to take exams though, and with an attitude of professional development throughout the event, why not? So I did. I wasn’t expecting to take one, but I was persuaded and took the MCM Knowledge Exam. I hadn’t even looked at the syllabus, but tried it anyway. I was very tired, and even fell asleep at one point during it. I’ll find out my result at some point in the future – the Prometric site just says “Tested” at the moment. As I said, it wasn’t something I was expecting to do, but it was good to have something unexpected during the week. Of course it was good to catch up with old friends and make new ones. I feel like every time I’m in the US I see things develop a bit more, with more and more people knowing who I am, who my staff are, and recognising the LobsterPot brand. I missed being a presenter, but I definitely enjoyed seeing many friends on the list of presenters. I won’t try to list them, because there are so many these days that people might feel sad if I don’t mention them. For those that I managed to see, I was pleased to see that the majority of them have lifted their presentation skills since I last saw them, and I happily told them as much. One person who I will mention was Paul White, who travelled from New Zealand to his first PASS Summit. He gave two sessions (a regular session and a half-day), packed large rooms of people, and had everyone buzzing with enthusiasm. I spoke to him after the event, and he told me that his expectations were blown away. Paul isn’t normally a fan of crowds, and the thought of 4000 people would have been scary. But he told me he had no idea that people would welcome him so well, be so friendly and so down to earth. He’s seen the significance of the SQL Server community, and says he’ll be back. It’ll be good to see him there. Will you be there too?

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  • What are five things you hate about your favorite language?

    - by brian d foy
    There's been a cluster of Perl-hate on Stackoverflow lately, so I thought I'd bring my "Five things you hate about your favorite language" question to StackOverflow. Take your favorite language and tell me five things you hate about it. Those might be things that just annoy you, admitted design flaws, recognized performance problems, or any other category. You just have to hate it, and it has to be your favorite language. Don't compare it to another language, and don't talk about languages that you already hate. Don't talk about the things you like in your favorite language. I just want to hear the things that you hate but tolerate so you can use all of the other stuff, and I want to hear it about the language you wished other people would use. I ask this whenever someone tries to push their favorite language on me, and sometimes as an interview question. If someone can't find five things to hate about his favorite tool, he don't know it well enough to either advocate it or pull in the big dollars using it. He hasn't used it in enough different situations to fully explore it. He's advocating it as a culture or religion, which means that if I don't choose his favorite technology, I'm wrong. I don't care that much which language you use. Don't want to use a particular language? Then don't. You go through due diligence to make an informed choice and still don't use it? Fine. Sometimes the right answer is "You have a strong programming team with good practices and a lot of experience in Bar. Changing to Foo would be stupid." This is a good question for code reviews too. People who really know a codebase will have all sorts of suggestions for it, and those who don't know it so well have non-specific complaints. I ask things like "If you could start over on this project, what would you do differently?" In this fantasy land, users and programmers get to complain about anything and everything they don't like. "I want a better interface", "I want to separate the model from the view", "I'd use this module instead of this other one", "I'd rename this set of methods", or whatever they really don't like about the current situation. That's how I get a handle on how much a particular developer knows about the codebase. It's also a clue about how much of the programmer's ego is tied up in what he's telling me. Hate isn't the only dimension of figuring out how much people know, but I've found it to be a pretty good one. The things that they hate also give me a clue how well they are thinking about the subject.

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  • The best way to separate admin functionality from a public site?

    - by AndrewO
    I'm working on a site that's grown both in terms of user-base and functionality to the point where it's becoming evident that some of the admin tasks should be separate from the public website. I was wondering what the best way to do this would be. For example, the site has a large social component to it, and a public sales interface. But at the same time, there's back office tasks, bulk upload processing, dashboards (with long running queries), and customer relations tools in the admin section that I would like to not be effected by spikes in public traffic (or effect the public-facing response time). The site is running on a fairly standard Rails/MySQL/Linux stack, but I think this is more of an architecture problem than an implementation one: mainly, how does one keep the data and business logic in sync between these different applications? Some strategies that I'm evaluating: 1) Create a slave database of the public facing database on another machine. Extract out all of the model and library code so that it can be shared between the applications. Create new controllers and views for the admin interfaces. I have limited experience with replication and am not even sure that it's supposed to be used this way (most of the time I've seen it, it's been for scaling out the read capabilities of the same application, rather than having multiple different ones). I'm also worried about the potential for latency issues if the slave is not on the same network. 2) Create new more task/department-specific applications and use a message oriented middleware to integrate them. I read Enterprise Integration Patterns awhile back and they seemed to advocate this for distributed systems. (Alternatively, in some cases the basic Rails-style RESTful API functionality might suffice.) But, I have nightmares about data synchronization issues and the massive re-architecting that this would entail. 3) Some mixture of the two. For example, the only public information necessary for some of the back office tasks is a read-only completion time or status. Would it make sense to have that on a completely separate system and send the data to public? Meanwhile, the user/group admin functionality would be run on a separate system sharing the database? The downside is, this seems to keep many of the concerns I have with the first two, especially the re-architecting. I'm sure the answers are going to be highly dependent on a site's specific needs, but I'd love to hear success (or failure) stories.

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  • How Mary Meeker’s Latest Findings May Make You Re-Imagine Commerce

    - by Brenna Johnson-Oracle
    0 0 1 954 5439 Endeca Technologies 45 12 6381 14.0 Normal 0 false false false EN-US JA 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-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:Cambria; mso-ascii-font-family:Cambria; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Cambria; mso-hansi-theme-font:minor-latin;} Today, Mary Meeker released her highly anticipated annual “Internet Trends” presentation for 2014. All 164 slides are jam-packed with pretty much everything you need to know about the state of the Internet. And as luck would have it, Oracle is staying ahead of these trends (but we’ll talk about that later). There were a few surprises, some stats to solidify what you likely already know, and Meeker’s novel observations about where we are all going. What interested me the most is not only how people are engaging in their personal lives, but how they engage with brands. As you could probably predict, Internet usage growth is slowing while tablet user and mobile data traffic growth continue their meteoric rise around the globe, with tremendous growth in underpenetrated markets like China, India, Brazil and Indonesia. Now hold those the “Internet is dead” comments. Keep in mind there’s still plenty of room to grow, and a multiscreen model is Meeker’s vision for our future. Despite 1.5x YOY growth for mobile traffic, mobile still only makes up about 23% of all traffic today. With tablet shipments easily outpacing figures for PCs even at their height (in 2007), mobile will only continue on it’s path, but won’t be everything to everyone. Mobile won’t replace every touchpoint, it’s just created our shorter attention spans and demand for simpler, more personal experiences. As Meeker points out TVs, tablets, PCs, and smartphones are used for different activities at present, but lines will blur (for example, 84% of smartphones owners use their device while watching TV). Day-to-day activities are being re-imagining through simple, beautiful user experiences. It seems like every day I discover a new way a brand/site/app made the most mundane or mounting task enjoyable and frictionless – and I’m not alone. Meeker points out the evolution of how we do everything from how we communicate, get information, use money, meet someone, get places, order a meal, and consume media is all done through new user interfaces that make day-to-day tasks simpler. This movement has caused just about everyone’s patience for a poor UX to take a nosedive. And it’s not just the digital user experience, technology is making a lot of people’s offline lives easier, and less expensive. Today 47% of online shopping utilizes free shipping— nearly half. And Meeker predicts same day local delivery will be the “next big thing” (and you can take a guess on who will own that). Content, Community and Commerce creates the “Internet Trifecta.” Meeker pointed out that when content, communities and commerce occur in a single experience it’s embraced by consumers, which translates to big dollars for brands. The magic happens when consumers can get inspired, research, and buy in a single experience. As the buying cycle has changed and touchpoints (Web, mobile, social, store) are no longer tied to “roles” or steps in the customer journey, brands must make all experiences (content and commerce) available in a single, adaptable experience. (We at Oracle Commerce have a lot to say on this topic – stay tuned!) And in what Meeker calls the “biggest re-imagination of all:” consumers enabled with smartphones and sensors are creating troves of findable and sharable data, which she says is in the early stages, by growing rapidly. She notes that transparency and patterns of consumers with this hardware (FYI - there are up to 10 sensors embedded in smartphones now) has created a Big Data treasure chest to be mined to improve business and the life of the consumer. The opportunities are endless. So what does it all mean for a company doing business online? Start thinking about how you can: Re-imagine your experience. Not your online experience and your mobile experience and your social experience – your overall experience. When consumers can research, buy, and advocate from anywhere (and their attention spans are at an all-time low) channels don’t exist. Enable simple and beautiful interactions informed by all of the online and offline data you leverage across your enterprise. Ethically leverage the endless supply of data (user generated content, clicks, purchases, in-store behavior, social activity) to make experiences more beautiful, more accurate, and more personalized (not to mention, more lucrative for you). Re-imagine content and commerce. Content and commerce must co-exist in a single destination where shoppers can get inspired, explore, research, share, and purchase in a collective experience. Think of how you can deliver an experience where all types of experiences (brand stories and commerce) adapt to every customer need. (Look for more on this topic coming soon). Re-imagine your reach. Look to Meeker’s findings to see how the global appetite for digital experiences is growing, but under-served in many places (i.e.: India, Mexico, Indonesia, Brazil, Philippines, etc.). Growing your online business to a new geography doesn’t have to mean starting from scratch or having an entirely new team manage the new endeavor. Expand using what you’ve already built in a multisite framework, with global language support. And of course, make sure it’s optimized for mobile! Re-imagine the possible. After every Meeker report, I’m always left with the thought “we are just at the beginning.” Everyday there is more data, more possibilities, more online consumers, and more opportunities to use new latest technology to get closer to your customers and be more successful. There’s a lot going on in our Product Development and Product Innovations groups to automate innovation for our customers, so that they can continue to stay ahead of these trends, without disrupting their business. Check out a recent interview with our Innovations Team on some of these new possibilities. Staying on track despite the seemingly endless possibilities out there is the hard part. Prioritizing where you will focus based on your unique brand promise, customer and goals is what you do best. To learn how Oracle Commerce can help your business achieve your goals check out oracle.com/commerce. Check out Meeker’s entire report here.

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  • Another Marketing Conference, part two – the afternoon

    - by Roger Hart
    In my previous post, I’ve covered the morning sessions at AMC2012. Here’s the rest of the write-up. I’ve skipped Charles Nixon’s session which was a blend of funky futurism and professional development advice, but you can see his slides here. I’ve also skipped the Google presentation, as it was a little thin on insight. 6 – Brand ambassadors: Getting universal buy in across the organisation, Vanessa Northam Slides are here This was the strongest enforcement of the idea that brand and campaign values need to be delivered throughout the organization if they’re going to work. Vanessa runs internal communications at e-on, and shared her experience of using internal comms to align an organization and thereby get the most out of a campaign. She views the purpose of internal comms as: “…to help leaders, to communicate the purpose and future of an organization, and support change.” This (and culture) primes front line staff, which creates customer experience and spreads brand. You ensure a whole organization knows what’s going on with both internal and external comms. If everybody is aligned and informed, if everybody can clearly articulate your brand and campaign goals, then you can turn everybody into an advocate. Alignment is a powerful tool for delivering a consistent experience and message. The pathological counter example is the one in which a marketing message goes out, which creates inbound customer contacts that front line contact staff haven’t been briefed to handle. The NatWest campaign was again mentioned in this context. The good example was e-on’s cheaper tariff campaign. Building a groundswell of internal excitement, and even running an internal launch meant everyone could contribute to a good customer experience. They found that meter readers were excited – not a group they’d considered as obvious in providing customer experience. But they were a group that has a lot of face-to-face contact with customers, and often were asked questions they may not have been briefed to answer. Being able to communicate a simple new message made it easier for them, and also let them become a sales and marketing asset to the organization. 7 – Goodbye Internet, Hello Outernet: the rise and rise of augmented reality, Matt Mills I wasn’t going to write this up, because it was essentially a sales demo for Aurasma. But the technology does merit some discussion. Basically, it replaces QR codes with visual recognition, and provides a simple-looking back end for attaching content. It’s quite sexy. But here’s my beef with it: QR codes had a clear visual language – when you saw one you knew what it was and what to do with it. They were clunky, but they had the “getting started” problem solved out of the box once you knew what you were looking at. However, they fail because QR code reading isn’t native to the platform. You needed an app, which meant you needed to know to download one. Consequentially, you can’t use QR codes with and ubiquity, or depend on them. This means marketers, content providers, etc, never pushed them, and they remained and awkward oddity, a minority sport. Aurasma half solves problem two, and re-introduces problem one, making it potentially half as useful as a QR code. It’s free, and you can apparently build it into your own apps. Add to that the likelihood of it becoming native to the platform if it takes off, and it may have legs. I guess we’ll see. 8 – We all need to code, Helen Mayor Great title – good point. If there was anybody in the room who didn’t at least know basic HTML, and if Helen’s presentation inspired them to learn, that’s fantastic. However, this was a half hour sales pitch for a basic coding training course. Beyond advocating coding skills it contained no useful content. Marketers may also like to consider some of these resources if they’re looking to learn code: Code Academy – free interactive tutorials Treehouse – learn web design, web dev, or app dev WebPlatform.org – tutorials and documentation for web tech  11 – Understanding our inner creativity, Margaret Boden This session was the most theoretical and probably least actionable of the day. It also held my attention utterly. Margaret spoke fluently, fascinatingly, without slides, on the subject of types of creativity and how they work. It was splendid. Yes, it raised a wry smile whenever she spoke of “the content of advertisements” and gave an example from 1970s TV ads, but even without the attempt to meet the conference’s theme this would have been thoroughly engaging. There are, Margaret suggested, three types of creativity: Combinatorial creativity The most common form, and consisting of synthesising ideas from existing and familiar concepts and tropes. Exploratory creativity Less common, this involves exploring the limits and quirks of a particular constraint or style. Transformational creativity This is uncommon, and arises from finding a way to do something that the existing rules would hold to be impossible. In essence, this involves breaking one of the constraints that exploratory creativity is composed from. Combinatorial creativity, she suggested, is particularly important for attaching favourable ideas to existing things. As such is it probably worth developing for marketing. Exploratory creativity may then come into play in something like developing and optimising an idea or campaign that now has momentum. Transformational creativity exists at the edges of this exploration. She suggested that products may often be transformational, but that marketing seemed unlikely to in her experience. This made me wonder about Listerine. Crucially, transformational creativity is characterised by there being some element of continuity with the strictures of previous thinking. Once it has happened, there may be  move from a revolutionary instance into an explored style. Again, from a marketing perspective, this seems to chime well with the thinking in Youngme Moon’s book: Different Talking about the birth of Modernism is visual art, Margaret pointed out that transformational creativity has historically risked a backlash, demanding what is essentially an education of the market. This is best accomplished by referring back to the continuities with the past in order to make the new familiar. Thoughts The afternoon is harder to sum up than the morning. It felt less concrete, and was troubled by a short run of poor presentations in the middle. Mainly, I found myself wrestling with the internal comms issue. It’s one of those things that seems astonishingly obvious in hindsight, but any campaign – particularly any large one – is doomed if the people involved can’t believe in it. We’ve run things here that haven’t gone so well, of course we have; who hasn’t? I’m not going to air any laundry, but people not being informed (much less aligned) feels like a common factor. It’s tough though. Managing and anticipating information needs across an organization of any size can’t be easy. Even the simple things like ensuring sales and support departments know what’s in a product release, and what messages go with it are easy to botch. The thing I like about framing this as a brand and campaign advocacy problem is that it makes it likely to get addressed. Better is always sexier than less-worse. Any technical communicator who’s ever felt crowded out by a content strategist or marketing copywriter  knows this – increasing revenue gets a seat at the table far more readily than reducing support costs, even if the financial impact is identical. So that’s it from AMC. The big thought-provokers were social buying behaviour and eliciting behaviour change, and the value of internal communications in ensuring successful campaigns and continuity of customer experience. I’ll be chewing over that for a while, and I’d definitely return next year.      

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  • Advanced Continuous Delivery to Azure from TFS, Part 1: Good Enough Is Not Great

    - by jasont
    The folks over on the TFS / Visual Studio team have been working hard at releasing a steady stream of new features for their new hosted Team Foundation Service in the cloud. One of the most significant features released was simple continuous delivery of your solution into your Azure deployments. The original announcement from Brian Harry can be found here. Team Foundation Service is a great platform for .Net developers who are used to working with TFS on-premises. I’ve been using it since it became available at the //BUILD conference in 2011, and when I recently came to work at Stackify, it was one of the first changes I made. Managing work items is much easier than the tool we were using previously, although there are some limitations (more on that in another blog post). However, when continuous deployment was made available, it blew my mind. It was the killer feature I didn’t know I needed. Not to say that I wasn’t previously an advocate for continuous delivery; just that it was always a pain to set up and configure. Having it hosted - and a one-click setup – well, that’s just the best thing since sliced bread. It made perfect sense: my source code is in the cloud, and my deployment is in the cloud. Great! I can queue up a build from my iPad or phone and just let it go! I quickly tore through the quick setup and saw it all work… sort of. This will be the first in a three part series on how to take the building block of Team Foundation Service continuous delivery and build a CD model that will actually work for any team deploying something more advanced than a “Hello World” example. Part 1: Good Enough Is Not Great Part 2: A Model That Works: Branching and Multiple Deployment Environments Part 3: Other Considerations: SQL, Custom Tasks, Etc Good Enough Is Not Great There. I’ve said it. I certainly hope no one on the TFS team is offended, but it’s the truth. Let’s take a look under the hood and understand how it works, and then why it’s not enough to handle real world CD as-is. How it works. (note that I’ve skipped a couple of steps; I already have my accounts set up and something deployed to Azure) The first step is to establish some oAuth magic between your Azure management portal and your TFS Instance. You do this via the management portal. Once it’s done, you have a new build process template in your TFS instance. (Image lifted from the documentation) From here, you’ll get the usual prompts for security, allowing access, etc. But you’ll also get to pick which Solution in your source control to build. Here’s what the bulk of the build definition looks like. All I’ve had to do is add in the solution to build (notice that mine is from a specific branch – Release – more on that later) and I’ve changed the configuration. I trigger the build, and voila! I have an Azure deployment a few minutes later. The beauty of this is that it’s all in the cloud and I’m not waiting for my machine to compile and upload the package. (I also had to enable the build definition first – by default it is created in disabled state, probably a good thing since it will trigger on every.single.checkin by default.) I get to see a history of deployments from the Azure portal, and can link into TFS to see the associated changesets and work items. You’ll notice also that this build definition also automatically put my code in the Staging slot of my Azure deployment – more on this soon. For now, I can VIP swap and be in production. (P.S. I hate VIP swap and “production” and “staging” in Azure. More on that later too.) That’s it. That’s the default out-of-box experience. Easy, right? But it’s full of room for improvement, so let’s get into that….   The Problems Nothing is perfect (except my code – it’s always perfect), and neither is Continuous Deployment without a bit of work to help it fit your dev team’s process. So what are the issues? Issue 1: Staging vs QA vs Prod vs whatever other environments your team may have. This, for me, is the big hairy one. Remember how this automatically deployed to staging rather than prod for us? There are a couple of issues with this model: If I want to deliver to prod, it requires intervention on my part after deployment (via a VIP swap). If I truly want to promote between environments (i.e. Nightly Build –> Stable QA –> Production) I likely have configuration changes between each environment such as database connection strings and this process (and the VIP swap) doesn’t account for this. Yet. Issue 2: Branching and delivering on every check-in. As I mentioned above, I have set this up to target a specific branch – Release – of my code. For the purposes of this example, I have adopted the “basic” branching strategy as defined by the ALM Rangers. This basically establishes a “Main” trunk where you branch off Dev and Release branches. Granted, the Release branch is usually the only thing you will deploy to production, but you certainly don’t want to roll to production automatically when you merge to the Release branch and check-in (unless you like the thrill of it, and in that case, I like your style, cowboy….). Rather, you have nightly build and QA environments, or if you’ve adopted the feature-branch model you have environments for those. Those are the environments you want to continuously deploy to. But that takes us back to Issue 1: we currently have a 1:1 solution to Azure deployment target. Issue 3: SQL and other custom tasks. Let’s be honest and address the elephant in the room: I need to get some sleep because I see an elephant in the room. But seriously, I can’t think of an application I have touched in the last 10 years that doesn’t need to consider SQL changes when deploying code and upgrading an environment. Microsoft seems perfectly content to ignore this elephant for now: yes, they’ve added Data Tier Applications. But let’s be honest with ourselves again: no one really uses it, and it’s not suitable for anything more complex than a Hello World sample project database. Why? Because it doesn’t fit well into a great source control story. Developers make stored procedure and table changes all day long while coding complex applications, and if someone forgets to go update the DACPAC before the automated deployment, you have a broken build until it’s completed. Developers – not just DBAs – also like to work with SQL in SQL tools, not in Visual Studio. I’m really picking on SQL because that’s generally the biggest concern that I hear. But we need to account for any custom tasks as well in the build process.   The Solutions… ? We’ve taken a look at how this all works, and addressed the shortcomings. In my next post (which I promise will be very, very soon), I will detail how I’ve overcome these shortcomings and used this foundation to create a mature, flexible model for deploying my app – any version, any time, to any environment.

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  • Oracle Tutor: Top 10 to Implement Sustainable Policies and Procedures

    - by emily.chorba(at)oracle.com
    Overview Your organization (executives, managers, and employees) understands the value of having written business process documents (process maps, procedures, instructions, reference documents, and form abstracts). Policies and procedures should be documented because they help to reduce the range of individual decisions and encourage management by exception: the manager only needs to give special attention to unusual problems, not covered by a specific policy or procedure. As more and more procedures are written to cover recurring situations, managers will begin to make decisions which will be consistent from one functional area to the next.Companies should take a project management approach when implementing an environment for a sustainable documentation program and do the following:1. Identify an Executive Champion2. Put together a winning team3. Assign ownership4. Centralize publishing5. Establish the Document Maintenance Process Up Front6. Document critical activities only7. Document actual practice8. Minimize documentation9. Support continuous improvement10. Keep it simple 1. Identify an Executive ChampionAppoint a top down driver. Select one key individual to be a mentor for the procedure planning team. The individual should be a senior manager, such as your company president, CIO, CFO, the vice-president of quality, manufacturing, or engineering. Written policies and procedures can be important supportive aids when known to express the thinking for the chief executive officer and / or the president and to have his or her full support. 2. Put Together a Winning TeamChoose a strong Project Management Leader and staff the procedure planning team with management members from cross functional groups. Make sure team members have the responsibility - and the authority - to make things happen.The winning team should consist of the Documentation Project Manager, Document Owners (one for each functional area), a Document Controller, and Document Specialists (as needed). The Tutor Implementation Guide has complete job descriptions for these roles. 3. Assign Ownership It is virtually impossible to keep process documentation simple and meaningful if employees who are far removed from the activity itself create it. It is impossible to keep documentation up-to-date when responsibility for the document is not clearly understood.Key to the Tutor methodology, therefore, is the concept of ownership. Each document has a single owner, who is responsible for ensuring that the document is necessary and that it reflects actual practice. The owner must be a person who is knowledgeable about the activity and who has the authority to build consensus among the persons who participate in the activity as well as the authority to define or change the way an activity is performed. The owner must be an advocate of the performers and negotiate, not dictate practices.In the Tutor environment, a document's owner is the only person with the authority to approve an update to that document. 4. Centralize Publishing Although it is tempting (especially in a networked environment and with document management software solutions) to decentralize the control of all documents -- with each owner updating and distributing his own -- Tutor promotes centralized publishing by assigning the Document Administrator (gate keeper) to manage the updates and distribution of the procedures library. 5. Establish a Document Maintenance Process Up Front (and stick to it) Everyone in your organization should know they are invited to suggest changes to procedures and should understand exactly what steps to take to do so. Tutor provides a set of procedures to help your company set up a healthy document control system. There are many document management products available to automate some of the document change and maintenance steps. Depending on the size of your organization, a simple document management system can reduce the effort it takes to track and distribute document changes and updates. Whether your company decides to store the written policies and procedures on a file server or in a database, the essential tasks for maintaining documents are the same, though some tasks are automated. 6. Document Critical Activities Only The best way to keep your documentation simple is to reduce the number of process documents to a bare minimum and to include in those documents only as much detail as is absolutely necessary. The first step to reducing process documentation is to document only those activities that are deemed critical. Not all activities require documentation. In fact, some critical activities cannot and should not be standardized. Others may be sufficiently documented with an instruction or a checklist and may not require a procedure. A document should only be created when it enhances the performance of the employee performing the activity. If it does not help the employee, then there is no reason to maintain the document. Activities that represent little risk (such as project status), activities that cannot be defined in terms of specific tasks (such as product research), and activities that can be performed in a variety of ways (such as advertising) often do not require documentation. Sometimes, an activity will evolve to the point where documentation is necessary. For example, an activity performed by single employee may be straightforward and uncomplicated -- that is, until the activity is performed by multiple employees. Sometimes, it is the interaction between co-workers that necessitates documentation; sometimes, it is the complexity or the diversity of the activity.7. Document Actual Practices The only reason to maintain process documentation is to enhance the performance of the employee performing the activity. And documentation can only enhance performance if it reflects reality -- that is, current best practice. Documentation that reflects an unattainable ideal or outdated practices will end up on the shelf, unused and forgotten.Documenting actual practice means (1) auditing the activity to understand how the work is really performed, (2) identifying best practices with employees who are involved in the activity, (3) building consensus so that everyone agrees on a common method, and (4) recording that consensus.8. Minimize Documentation One way to keep it simple is to document at the highest level possible. That is, include in your documents only as much detail as is absolutely necessary.When writing a document, you should ask yourself, What is the purpose of this document? That is, what problem will it solve?By focusing on this question, you can target the critical information.• What questions are the end users likely to have?• What level of detail is required?• Is any of this information extraneous to the document's purpose? Short, concise documents are user friendly and they are easier to keep up to date. 9. Support Continuous Improvement Employees who perform an activity are often in the best position to identify improvements to the process. In other words, continuous improvement is a natural byproduct of the work itself -- but only if the improvements are communicated to all employees who are involved in the process, and only if there is consensus among those employees.Traditionally, process documentation has been used to dictate performance, to limit employees' actions. In the Tutor environment, process documents are used to communicate improvements identified by employees. How does this work? The Tutor methodology requires a process document to reflect actual practice, so the owner of a document must routinely audit its content -- does the document match what the employees are doing? If it doesn't, the owner has the responsibility to evaluate the process, to build consensus among the employees, to identify "best practices," and to communicate these improvements via a document update. Continuous improvement can also be an outgrowth of corrective action -- but only if the solutions to problems are communicated effectively. The goal should be to solve a problem once and only once, which means not only identifying the solution, but ensuring that the solution becomes part of the process. The Tutor system provides the method through which improvements and solutions are documented and communicated to all affected employees in a cost-effective, timely manner; it ensures that improvements are not lost or confined to a single employee. 10. Keep it Simple Process documents don't have to be complex and unfriendly. In fact, the simpler the format and organization, the more likely the documents will be used. And the simpler the method of maintenance, the more likely the documents will be kept up-to-date. Keep it simply by:• Minimizing skills and training required• Following the established Tutor document format and layout• Avoiding technology just for technology's sake No other rule has as major an impact on the success of your internal documentation as -- keep it simple. Learn More For more information about Tutor, visit Oracle.Com or the Tutor Blog. Post your questions at the Tutor Forum.   Emily Chorba Principle Product Manager Oracle Tutor & BPM 

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  • Alcatel-Lucent: Enterprise 2.0: The Top 5 Things I would Do Over

    - by Kellsey Ruppel
    Happy Monday! Does anyone else feel as if the weekend went entirely too quickly? At least for those of us in the United States, we have the 4th of July Holiday next week to look forward to This week on the blog, we are going to focus on "WebCenter by Example" and highlight best practices from customers and partners. I recently came across this article and I think this is a great example of how we can learn from one another when it comes to social collaboration adoption. Do you agree with Jem? What things or best practices have you learned in your organizations?  By Jem Janik, Enterprise community manager, Alcatel-Lucent  Not so long ago, Engage, the Alcatel-Lucent employee social network and collaboration platform, celebrated its third birthday. With more than 25,000 members actively interacting each month, Engage has been a big enough success that it’s been the subject of external articles, and often those of us who helped launch it will go out and speak about what aspects contributed to that success. Hindsight is still 20/20 and what it takes to successfully launch an enterprise 2.0 community is fairly well-known now.  Today I want to tell you what I suspect you really want to know about.  As the enterprise community manager for Engage, after three years in, what are the top 5 things I wish we (and I mostly mean me) could do over? #5 Define your analytics solution from the start There is so much to do when you launch a community and initially growing it without complete chaos is quite a task.  It doesn’t take too long to get to a point where you want to focus your continued efforts in growing company collaboration.  Do people truly talk across regional boundaries or have we shifted siloed conversations to a new platform.  Is there one organization that doesn’t interact with another? If you are lucky you’ll have someone in your community team well versed in the world of databases and SQL queries, but it takes time to figure out what backend analytics data actually means. Professional support can be expensive and it may be hard to justify later as it typically has the community manager as the only main customer.  Figure out what you think you’ll want to know and how to get it early on. The sooner the better even if it doesn’t seem that critical at the time. #4 Lobbies guide you to the right places One piece of feedback that comes up more and more as we keep growing Engage is it’s hard to find stuff, or new people are not sure where to start. Something we’re doing now is defining some general topic areas of interest to be like “lobbies” into the platform and some common hashtags to go with them. I liken this to walking into a large medical or professional building for the first time.  There are hundreds of offices, and you look to a sign in the lobby to get guided to the right place for you.  We’re building that sign for members now, but again we missed the boat as the majority of the company has had their initial Engage experience. #3 Clean up, clean up, clean up Knowledge work and folksonomies are messy! The day we opened the doors to Engage I would have said we should keep everything ever created in Engage with an argument that it was a window into our collective knowledge so nothing should go.  Well, 6000+ groups and 200,000+ pieces of content later, I’ve changed my mind.  As previously mentioned, with too much “stuff” the system can be overwhelming to new members and it makes it harder to get what you’re looking for.   Do we need that help document about a tool we no longer have? NO!  Do we need that group that had 1 document and 2 discussions in the last two years? NO! Should we only have one group about a given topic instead of 4?  YES! Last fall, Engage defined a cleanup process for groups not used for a long time.  We also formed a volunteer cleaning army who are extra eyes on the hunt for “stuff” that should be updated, merged, or deleted.  It’s better late than never, but in line with what’s becoming a theme I wish these efforts had started earlier. #2 Communications & local community management One of the most important aspects of my job is to make sure people who should be talking to each other are actually doing it.  Connecting people to the other people they should know, the groups they should join, a piece of content that shouldn’t be missed.   I have worked both inside and outside of communications teams, and they are the best informed people in your company.  They know when something big is coming, how it impacts employees, how it fits with strategy, who else knows more, etc.  Having communications professionals who are power users can help scale up community management because they are already so well connected.  They also need to have the platform skills to pay attention without suffering email overload, how to grab someone’s attention, etc.  I wish I’d had figured this out much earlier.  If I had I would have groomed more communications colleagues into advocates and power members right at the start. #1 Grooming advocates vs. natural advocates I’ve just alluded to this above already. The very best advocates are those who naturally embrace your platform and automatically start to see new ways to work within it.  Those advocates seem to come out of the woodwork naturally since some of them are early adopters.  Not surprisingly, our best advocates today are those same people who were willing to come kick the tires when the community was completely empty.  Unfortunately, we didn’t get a global spread of those natural advocates.  I did ask around when we first launched for other people who might be good candidates, but didn’t push too hard as there were so many other things to get ready.  That was a mistake.  If I could get a redo I would have formally asked for people to be assigned where there were gaps and groomed them into an advocate.  Today as we find new advocates to fill the gaps, people are hesitant as the initial set has three years of practice are ahead of the curve power members; it definitely would have been easier earlier on. As fairly early adopters to corporate scale enterprise collaboration, there hasn’t been a roadmap to follow as we’ve grown Engage, which is part of the fun! It’s clear a lot of issues are more easily tackled the earlier you identify and begin to correct them, and I’ve identified the main five I wish I could redo.  In the spirit of collaboration, I hope someone else learns from my mistakes! View the original article by Jem here. 

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  • The HTG Guide to Using a Bluetooth Keyboard with Your Android Device

    - by Matt Klein
    Android devices aren’t usually associated with physical keyboards. But, since Google is now bundling their QuickOffice app with the newly-released Kit-Kat, it appears inevitable that at least some Android tablets (particularly 10-inch models) will take on more productivity roles. In recent years, physical keyboards have been rendered obsolete by swipe style input methods such as Swype and Google Keyboard. Physical keyboards tend to make phones thick and plump, and that won’t fly today when thin (and even flexible and curved) is in vogue. So, you’ll be hard-pressed to find smartphone manufacturers launching new models with physical keyboards, thus rendering sliders to a past chapter in mobile phone evolution. It makes sense to ditch the clunky keyboard phone in favor of a lighter, thinner model. You’re going to carry around in your pocket or purse all day, why have that extra bulk and weight? That said, there is sound logic behind pairing tablets with keyboards. Microsoft continues to plod forward with its Surface models, and while critics continue to lavish praise on the iPad, its functionality is obviously enhanced and extended when you add a physical keyboard. Apple even has an entire page devoted specifically to iPad-compatible keyboards. But an Android tablet and a keyboard? Does such a thing even exist? They do actually. There are docking keyboards and keyboard/case combinations, there’s the Asus Transformer family, Logitech markets a Windows 8 keyboard that speaks “Android”, and these are just to name a few. So we know that keyboard products that are designed to work with Android exist, but what about an everyday Bluetooth keyboard you might use with Windows or OS X? How-To Geek wanted look at how viable it is to use such a keyboard with Android. We conducted some research and examined some lists of Android keyboard shortcuts. Most of what we found was long outdated. Many of the shortcuts don’t even apply anymore, while others just didn’t work. Regardless, after a little experimentation and a dash of customization, it turns out using a keyboard with Android is kind of fun, and who knows, maybe it will catch on. Setting things up Setting up a Bluetooth keyboard with Android is very easy. First, you’ll need a Bluetooth keyboard and of course an Android device, preferably running version 4.1 (Jelly Bean) or higher. For our test, we paired a second-generation Google Nexus 7 running Android 4.3 with a Samsung Series 7 keyboard. In Android, enable Bluetooth if it isn’t already on. We’d like to note that if you don’t normally use Bluetooth accessories and peripherals with your Android device (or any device really), it’s best practice to leave Bluetooth off because, like GPS, it drains the device’s battery more quickly. To enable Bluetooth, simply go to “Settings” -> “Bluetooth” and tap the slider button to “On”. To set up the keyboard, make sure it is on and then tap “Bluetooth” in the Android settings. On the resulting screen, your Android device should automatically search for and hopefully find your keyboard. If you don’t get it right the first time, simply turn the keyboard on again and then tap “Search for Devices” to try again. If it still doesn’t work, make sure you have fresh batteries and the keyboard isn’t paired to another device. If it is, you will need to unpair it before it will work with your Android device (consult your keyboard manufacturer’s documentation or Google if you don’t know how to do this). When Android finds your keyboard, select it under “Available Devices” … … and you should be prompted to type in a code: If successful, you will see that device is now “Connected” and you’re ready to go. If you want to test things out, try pressing the “Windows” key (“Apple” or “Command”) + ESC, and you will be whisked to your Home screen. So, what can you do? Traditional Mac and Windows users know there’s usually a keyboard shortcut for just about everything (and if there isn’t, there’s all kinds of ways to remap keys to do a variety of commands, tasks, and functions). So where does Android fall in terms of baked-in keyboard commands? There answer to that is kind of enough, but not too much. There are definitely established combos you can use to get around, but they aren’t clear and there doesn’t appear to be any one authority on what they are. Still, there is enough keyboard functionality in Android to make it a viable option, if only for those times when you need to get something done (long e-mail or important document) and an on-screen keyboard simply won’t do. It’s important to remember that Android is, and likely always will be a touch-first interface. That said, it does make some concessions to physical keyboards. In other words, you can get around Android fairly well without having to lift your hands off the keys, but you will still have to tap the screen regularly, unless you add a mouse. For example, you can wake your device by tapping a key rather than pressing its power button. However, if your device is slide or pattern-locked, then you’ll have to use the touchscreen to unlock it – a password or PIN however, works seamlessly with a keyboard – other things like widgets and app controls and features, have to be tapped. You get the idea. Keyboard shortcuts and navigation As we said, baked-in keyboard shortcut combos aren’t necessarily abundant nor apparent. The one thing you can always do is search. Any time you want to Google something, start typing from the Home screen and the search screen will automatically open and begin displaying results. Other than that, here is what we were able to figure out: ESC = go back CTRL + ESC = menu CTRL + ALT + DEL = restart (no questions asked) ALT + SPACE = search page (say “OK Google” to voice search) ALT + TAB (ALT + SHIFT + TAB) = switch tasks Also, if you have designated volume function keys, those will probably work too. There’s also some dedicated app shortcuts like calculator, Gmail, and a few others: CMD + A = calculator CMD + C = contacts CMD + E = e-mail CMD + G = Gmail CMD + L = Calendar CMD + P = Play Music CMD + Y = YouTube Overall, it’s not a long comprehensive list and there’s no dedicated keyboard combos for the full array of Google’s products. Granted, it’s hard to imagine getting a lot of mileage out of a keyboard with Maps but with something like Keep, you could type out long, detailed lists on your tablet, and then view them on your smartphone when you go out shopping. You can also use the arrow keys to navigate your Home screen over shortcuts and open the app drawer. When something on the screen is selected, it will be highlighted in blue. Press “Enter” to open your selection. Additionally, if an app has its own set of shortcuts, e.g. Gmail has quite a few unique shortcuts to it, as does Chrome, some – though not many – will work in Android (not for YouTube though). Also, many “universal” shortcuts such as Copy (CTRL + C), Cut (CTRL + X), Paste (CTRL + V), and Select All (CTRL + A) work where needed – such as in instant messaging, e-mail, social media apps, etc. Creating custom application shortcuts What about custom shortcuts? When we were researching this article, we were under the impression that it was possible to assign keyboard combinations to specific apps, such as you could do on older Android versions such as Gingerbread. This no long seems to be the case and nowhere in “Settings” could we find a way to assign hotkey combos to any of our favorite, oft-used apps or functions. If you do want custom keyboard shortcuts, what can you do? Luckily, there’s an app on Google Play that allows you to, among other things, create custom app shortcuts. It is called External Keyboard Helper (EKH) and while there is a free demo version, the pay version is only a few bucks. We decided to give EKH a whirl and through a little experimentation and finally reading the developer’s how-to, we found we could map custom keyboard combos to just about anything. To do this, first open the application and you’ll see the main app screen. Don’t worry about choosing a custom layout or anything like that, you want to go straight to the “Advanced settings”: In the “Advanced settings” select “Application shortcuts” to continue: You can have up to 16 custom application shortcuts. We are going to create a custom shortcut to the Facebook app. We choose “A0”, and from the resulting list, Facebook. You can do this for any number of apps, services, and settings. As you can now see, the Facebook app has now been linked to application-zero (A0): Go back to the “Advanced settings” and choose “Customize keyboard mappings”: You will be prompted to create a custom keyboard layout so we choose “Custom 1”: When you choose to create a custom layout, you can do a great many more things with your keyboard. For example, many keyboards have predefined function (Fn) keys, which you can map to your tablet’s brightness controls, toggle WiFi on/off, and much more. A word of advice, the application automatically remaps certain keys when you create a custom layout. This might mess up some existing keyboard combos. If you simply want to add some functionality to your keyboard, you can go ahead and delete EKH’s default changes and start your custom layout from scratch. To create a new combo, select “Add new key mapping”: For our new shortcut, we are going to assign the Facebook app to open when we key in “ALT + F”. To do this, we press the “F” key while in the “Scancode” field and we see it returns a value of “33”. If we wanted to use a different key, we can press “Change” and scan another key’s numerical value. We now want to assign the “ALT” key to application “A0”, previously designated as the Facebook app. In the “AltGr” field, we enter “A0” and then “Save” our custom combo. And now we see our new application shortcut. Now, as long as we’re using our custom layout, every time we press “ALT + F”, the Facebook app will launch: External Keyboard Helper extends far beyond simple application shortcuts and if you are looking for deeper keyboard customization options, you should definitely check it out. Among other things, EKH also supports dozens of languages, allows you to quickly switch between layouts using a key or combo, add up to 16 custom text shortcuts, and much more! It can be had on Google Play for $2.53 for the full version, but you can try the demo version for free. More extensive documentation on how to use the app is also available. Android? Keyboard? Sure, why not? Unlike traditional desktop operating systems, you don’t need a physical keyboard and mouse to use a mobile operating system. You can buy an iPad or Nexus 10 or Galaxy Note, and never need another accessory or peripheral – they work as intended right out of the box. It’s even possible you can write the next great American novel on one these devices, though that might require a lot of practice and patience. That said, using a keyboard with Android is kind of fun. It’s not revelatory but it does elevate the experience. You don’t even need to add customizations (though they are nice) because there are enough existing keyboard shortcuts in Android to make it usable. Plus, when it comes to inputting text such as in an editor or terminal application, we fully advocate big, physical keyboards. Bottom line, if you’re looking for a way to enhance your Android tablet, give a keyboard a chance. Do you use your Android device for productivity? Is a physical keyboard an important part of your setup? Do you have any shortcuts that we missed? Sound off in the comments and let us know what you think.     

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  • Node.js Adventure - Node.js on Windows

    - by Shaun
    Two weeks ago I had had a talk with Wang Tao, a C# MVP in China who is currently running his startup company and product named worktile. He asked me to figure out a synchronization solution which helps his product in the future. And he preferred me implementing the service in Node.js, since his worktile is written in Node.js. Even though I have some experience in ASP.NET MVC, HTML, CSS and JavaScript, I don’t think I’m an expert of JavaScript. In fact I’m very new to it. So it scared me a bit when he asked me to use Node.js. But after about one week investigate I have to say Node.js is very easy to learn, use and deploy, even if you have very limited JavaScript skill. And I think I became love Node.js. Hence I decided to have a series named “Node.js Adventure”, where I will demonstrate my story of learning and using Node.js in Windows and Windows Azure. And this is the first one.   (Brief) Introduction of Node.js I don’t want to have a fully detailed introduction of Node.js. There are many resource on the internet we can find. But the best one is its homepage. Node.js was created by Ryan Dahl, sponsored by Joyent. It’s consist of about 80% C/C++ for core and 20% JavaScript for API. It utilizes CommonJS as the module system which we will explain later. The official definition of Node.js is Node.js is a platform built on Chrome's JavaScript runtime for easily building fast, scalable network applications. Node.js uses an event-driven, non-blocking I/O model that makes it lightweight and efficient, perfect for data-intensive real-time applications that run across distributed devices. First of all, Node.js utilizes JavaScript as its development language and runs on top of V8 engine, which is being used by Chrome. It brings JavaScript, a client-side language into the backend service world. So many people said, even though not that actually, “Node.js is a server side JavaScript”. Additionally, Node.js uses an event-driven, non-blocking IO model. This means in Node.js there’s no way to block currently working thread. Every operation in Node.js executed asynchronously. This is a huge benefit especially if our code needs IO operations such as reading disks, connect to database, consuming web service, etc.. Unlike IIS or Apache, Node.js doesn’t utilize the multi-thread model. In Node.js there’s only one working thread serves all users requests and resources response, as the ST star in the figure below. And there is a POSIX async threads pool in Node.js which contains many async threads (AT stars) for IO operations. When a user have an IO request, the ST serves it but it will not do the IO operation. Instead the ST will go to the POSIX async threads pool to pick up an AT, pass this operation to it, and then back to serve any other requests. The AT will actually do the IO operation asynchronously. Assuming before the AT complete the IO operation there is another user comes. The ST will serve this new user request, pick up another AT from the POSIX and then back. If the previous AT finished the IO operation it will take the result back and wait for the ST to serve. ST will take the response and return the AT to POSIX, and then response to the user. And if the second AT finished its job, the ST will response back to the second user in the same way. As you can see, in Node.js there’s only one thread serve clients’ requests and POSIX results. This thread looping between the users and POSIX and pass the data back and forth. The async jobs will be handled by POSIX. This is the event-driven non-blocking IO model. The performance of is model is much better than the multi-threaded blocking model. For example, Apache is built in multi-threaded blocking model while Nginx is in event-driven non-blocking mode. Below is the performance comparison between them. And below is the memory usage comparison between them. These charts are captured from the video NodeJS Basics: An Introductory Training, which presented at Cloud Foundry Developer Advocate.   Node.js on Windows To execute Node.js application on windows is very simple. First of you we need to download the latest Node.js platform from its website. After installed, it will register its folder into system path variant so that we can execute Node.js at anywhere. To confirm the Node.js installation, just open up a command windows and type “node”, then it will show the Node.js console. As you can see this is a JavaScript interactive console. We can type some simple JavaScript code and command here. To run a Node.js JavaScript application, just specify the source code file name as the argument of the “node” command. For example, let’s create a Node.js source code file named “helloworld.js”. Then copy a sample code from Node.js website. 1: var http = require("http"); 2:  3: http.createServer(function (req, res) { 4: res.writeHead(200, {"Content-Type": "text/plain"}); 5: res.end("Hello World\n"); 6: }).listen(1337, "127.0.0.1"); 7:  8: console.log("Server running at http://127.0.0.1:1337/"); This code will create a web server, listening on 1337 port and return “Hello World” when any requests come. Run it in the command windows. Then open a browser and navigate to http://localhost:1337/. As you can see, when using Node.js we are not creating a web application. In fact we are likely creating a web server. We need to deal with request, response and the related headers, status code, etc.. And this is one of the benefit of using Node.js, lightweight and straightforward. But creating a website from scratch again and again is not acceptable. The good news is that, Node.js utilizes CommonJS as its module system, so that we can leverage some modules to simplify our job. And furthermore, there are about ten thousand of modules available n the internet, which covers almost all areas in server side application development.   NPM and Node.js Modules Node.js utilizes CommonJS as its module system. A module is a set of JavaScript files. In Node.js if we have an entry file named “index.js”, then all modules it needs will be located at the “node_modules” folder. And in the “index.js” we can import modules by specifying the module name. For example, in the code we’ve just created, we imported a module named “http”, which is a build-in module installed alone with Node.js. So that we can use the code in this “http” module. Besides the build-in modules there are many modules available at the NPM website. Thousands of developers are contributing and downloading modules at this website. Hence this is another benefit of using Node.js. There are many modules we can use, and the numbers of modules increased very fast, and also we can publish our modules to the community. When I wrote this post, there are totally 14,608 modules at NPN and about 10 thousand downloads per day. Install a module is very simple. Let’s back to our command windows and input the command “npm install express”. This command will install a module named “express”, which is a MVC framework on top of Node.js. And let’s create another JavaScript file named “helloweb.js” and copy the code below in it. I imported the “express” module. And then when the user browse the home page it will response a text. If the incoming URL matches “/Echo/:value” which the “value” is what the user specified, it will pass it back with the current date time in JSON format. And finally my website was listening at 12345 port. 1: var express = require("express"); 2: var app = express(); 3:  4: app.get("/", function(req, res) { 5: res.send("Hello Node.js and Express."); 6: }); 7:  8: app.get("/Echo/:value", function(req, res) { 9: var value = req.params.value; 10: res.json({ 11: "Value" : value, 12: "Time" : new Date() 13: }); 14: }); 15:  16: console.log("Web application opened."); 17: app.listen(12345); For more information and API about the “express”, please have a look here. Start our application from the command window by command “node helloweb.js”, and then navigate to the home page we can see the response in the browser. And if we go to, for example http://localhost:12345/Echo/Hello Shaun, we can see the JSON result. The “express” module is very populate in NPM. It makes the job simple when we need to build a MVC website. There are many modules very useful in NPM. - underscore: A utility module covers many common functionalities such as for each, map, reduce, select, etc.. - request: A very simple HTT request client. - async: Library for coordinate async operations. - wind: Library which enable us to control flow with plain JavaScript for asynchronous programming (and more) without additional pre-compiling steps.   Node.js and IIS I demonstrated how to run the Node.js application from console. Since we are in Windows another common requirement would be, “can I host Node.js in IIS?” The answer is “Yes”. Tomasz Janczuk created a project IISNode at his GitHub space we can find here. And Scott Hanselman had published a blog post introduced about it.   Summary In this post I provided a very brief introduction of Node.js, includes it official definition, architecture and how it implement the event-driven non-blocking model. And then I described how to install and run a Node.js application on windows console. I also described the Node.js module system and NPM command. At the end I referred some links about IISNode, an IIS extension that allows Node.js application runs on IIS. Node.js became a very popular server side application platform especially in this year. By leveraging its non-blocking IO model and async feature it’s very useful for us to build a highly scalable, asynchronously service. I think Node.js will be used widely in the cloud application development in the near future.   In the next post I will explain how to use SQL Server from Node.js.   Hope this helps, Shaun All documents and related graphics, codes are provided "AS IS" without warranty of any kind. Copyright © Shaun Ziyan Xu. This work is licensed under the Creative Commons License.

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  • Ada and 'The Book'

    - by Phil Factor
    The long friendship between Charles Babbage and Ada Lovelace created one of the most exciting and mysterious of collaborations ever to have resulted in a technological breakthrough. The fireworks that created by the collision of two prodigious mathematical and creative talents resulted in an invention, the Analytical Engine, which went on to change society fundamentally. However, beyond that, we just don't know what the bulk of their collaborative work was about:;  it was done in strictest secrecy. Even the known outcome of their friendship, the first programmable computer, was shrouded in mystery. At the time, nobody, except close friends and family, had any idea of Ada Byron's contribution to the invention of the ‘Engine’, and how to program it. Her great insight was published in August 1843, under the initials AAL, standing for Ada Augusta Lovelace, her title then being the Countess of Lovelace. It was contained in a lengthy ‘note’ to her translation of a publication that remains the best description of Babbage's amazing Analytical Engine. The secret identity of the person behind those enigmatic initials was finally revealed by Prince de Polignac who, seventy years later, wrote to Ada's daughter to seek confirmation that her mother had, indeed, been the author of the brilliant sentences that described so accurately how Babbage's mechanical computer could be programmed with punch-cards. L.F. Menabrea's paper on the Analytical Engine first appeared in the 'Bibliotheque Universelle de Geneve' in October 1842, and Ada translated it anonymously for Taylor's 'Scientific Memoirs'. Charles Babbage was surprised that she had not written an original paper as she already knew a surprising amount about the way the machine worked. He persuaded her to at least write some explanatory notes. These notes ended up extending to four times the length of the original article and represented the first published account of how a machine could be programmed to perform any calculation. Her example of programming the Bernoulli sequence would have worked on the Analytical engine had the device’s construction been completed, and gave Ada an unassailable claim to have invented the art of programming. What was the reason for Ada's secrecy? She was the only legitimate child of Lord Byron, who was probably the best known celebrity of the age, so she was already famous. She was a senior aristocrat, with titles, a fortune in money and vast estates in the Midlands. She had political influence, and was the cousin of Lord Melbourne, who was the Prime Minister at that time. She was friendly with the young Queen Victoria. Her mathematical activities were a pastime, and not one that would be considered by others to be in keeping with her roles and responsibilities. You wouldn't dare to dream up a fictional heroine like Ada. She was dazzlingly beautiful and talented. She could speak several languages fluently, and play some musical instruments with professional skill. Contemporary accounts refer to her being 'accomplished in science, art and literature'. On top of that, she was a brilliant mathematician, a talent inherited from her mother, Annabella Milbanke. In her mother's circle of literary and scientific friends was Charles Babbage, and Ada's friendship with him dates from her teenage zest for Mathematics. She was one of the first people he'd ever met who understood what he had attempted to achieve with the 'Difference Engine', and with whom he could converse as intellectual equals. He arranged for her to have an education from the most talented academics in the country. Ada melted the heart of the cantankerous genius to the point that he became a faithful and loyal father-figure to her. She was one of the very few who could grasp the principles of the later, and very different, ‘Analytical Engine’ which was designed from the start to tackle a variety of tasks. Sadly, Ada Byron's life ended less than a decade after completing the work that assured her long-term fame, in November 1852. She was dying of cancer, her gambling habits had caused her to run up huge debts, she'd had more than one affairs, and she was being blackmailed. Her brilliant but unempathic mother was nursing her in her final illness, destroying her personal letters and records, and repaying her debts. Her husband was distraught but helpless. Charles Babbage, however, maintained his steadfast paternalistic friendship to the end. She appointed her loyal friend to be her executor. For years, she and Babbage had been working together on a secret project, known only as 'The Book'. We have a clue to what it was in a letter written by her nine years earlier, on 11th August 1843. It was a joint project by herself and Lord Lovelace, her husband, and was intended to involve Babbage's 'undivided energies'. It involved 'consulting your Engine' (it required Babbage’s computer). The letter gives no hint about the project except for the high-minded nature of its purpose, and its highly mathematical nature.  From then on, the surviving correspondence between the two gives only veiled references to 'The Book'. There isn't much, since Babbage later destroyed any letters that could have damaged her reputation within the Establishment. 'I cannot spare the book today, which I am very sorry for. At the moment I want it for constant reference, but I think you can have it tomorrow' (Oct 1844)  And 'I will send you the book directly, and you can say, when you receive it, how long you will want to keep it'. (Nov 1844)  The two of them were obviously intent on the work: She writes, four years later, 'I have an engagement for Wednesday which will prevent me from attending to your wishes about the book' (Dec 1848). This was something that they both needed to work on, but could not do in parallel: 'I will send the book on Tuesday, and it can be left with you till Friday' (11 Feb 1849). After six years work, it had been so well-handled that it was beginning to fall apart: 'Don't forget the new cover you promised for the book. The poor book is very shabby and wants one' (20 Sept 1849). So what was going on? The word 'book' was not a code-word: it was a real book, probably a 'printer's blank', plain paper, but properly bound so printers and publishers could show off how the published work might look. The hints from the correspondence are of advanced mathematics. It is obvious that the book was travelling between them, back and forth, each one working on it for less than a week before passing it back. Ada and her husband were certainly involved in gambling large sums of money on the horses, and so most biographers have concluded that the three of them were trying to calculate the mathematical odds on the horses. This theory has three large problems. Firstly, Ada's original letter proposing the project refers to its high-minded nature. Babbage was temperamentally opposed to gambling and would scarcely have given so much time to the project, even though he was devoted to Ada. Secondly, Babbage would have very soon have realized the hopelessness of trying to beat the bookies. This sort of betting never attracts his type of intellectual background. The third problem is that any work on calculating the odds on horses would not need a well-thumbed book to pass back and forth between them; they would have not had to work in series. The original project was instigated by Ada, along with her husband, William King-Noel, 1st Earl of Lovelace. Charles Babbage was invited to join the project after the couple had come up with the idea. What could William have contributed? One might assume that William was a Bertie Wooster character, addicted only to the joys of the turf, but this was far from the truth. He was a scientist, a Cambridge graduate who was later elected to be a Fellow of the Royal Society. After Eton, he went to Trinity College, Cambridge. On graduation, he entered the diplomatic service and acted as secretary under Lord Nugent, who was Lord Commissioner of the Ionian Islands. William was very friendly with Babbage too, able to discuss scientific matters on equal terms. He was a capable engineer who invented a process for bending large timbers by the application of steam heat. He delivered a paper to the Institution of Civil Engineers in 1849, and received praise from the great engineer, Isambard Kingdom Brunel. As well as being Lord Lieutenant of the County of Surrey for most of Victoria's reign, he had time for a string of scientific and engineering achievements. Whatever the project was, it is unlikely that William was a junior partner. After Ada's death, the project disappeared. Then, two years later, Babbage, through one of his occasional outbursts of temper, demonstrated that he was able to decrypt one of the most powerful of secret codes, Vigenère's autokey cipher.  All contemporary diplomatic and military messages used a variant of this cipher. Babbage had made three important discoveries, namely, the mathematical law of this cipher, the principle of the key periodicity, and the technique of the symmetry of position. The technique is now known as the Kasiski examination, also called the Kasiski test, but Babbage got there first. At one time, he listed amongst his future projects, the writing of a book 'The Philosophy of Decyphering', but it never came to anything. This discovery was going to change the course of history, since it was used to decipher the Russians’ military dispatches in the Crimean war. Babbage himself played a role during the Crimean War as a cryptographical adviser to his friend, Rear-Admiral Sir Francis Beaufort of the Admiralty. This is as much as we can be certain about in trying to make sense of the bulk of the time that Charles Babbage and Ada Lovelace worked together. Nine years of intensive work, involving the 'Engine' and a great deal of mathematics and research seems to have been lost: or has it? I've argued in the past http://www.simple-talk.com/community/blogs/philfactor/archive/2008/06/13/59614.aspx that the cracking of the Vigenère autokey cipher, was a fundamental motive behind the British Government's support and funding of the 'Difference Engine'. The Duke of Wellington, whose understanding of the military significance of being able to read enemy dispatches, was the most steadfast advocate of the project. If the three friends were actually doing the work of cracking codes by mathematical techniques that used the techniques of key periodicity, and symmetry of position (the use of a book being passed quickly to and fro is very suggestive), intending to then use the 'Engine' to do the routine cracking of each dispatch, then this is a rather different story. The project was Ada and William's idea. (William had served in the diplomatic service and would be familiar with the use of codes). This makes Ada Lovelace the initiator of a project which, by giving both Britain, and probably the USA, a diplomatic and military advantage in the second part of the Nineteenth century, changed world history. Ada would never have wanted any credit for cracking the cipher, and developing the method that rendered all contemporary military and diplomatic ciphering techniques nugatory; quite the reverse. And it is clear from the gaps in the record of the letters between the collaborators that the evidence was destroyed, probably on her request by her irascible but intensely honorable executor, Charles Babbage. Charles Babbage toyed with the idea of going public, but the Crimean war put an end to that. The British Government had a valuable secret, and intended to keep it that way. Ada and Charles had quite often discussed possible moneymaking projects that would fund the development of the Analytic Engine, the first programmable computer, but their secret work was never in the running as a potential cash cow. I suspect that the British Government was, even then, working on the concealment of a discovery whose value to the nation depended on it remaining so. The success of code-breaking in the Crimean war, and the American Civil war, led to the British and Americans  subsequently giving much more weight and funding to the science of decryption. Paradoxically, this makes Ada's contribution even closer to the creation of Colossus, the first digital computer, at Bletchley Park, specifically to crack the Nazi’s secret codes.

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  • That Escalated Quickly

    - by Jesse Taber
    Originally posted on: http://geekswithblogs.net/GruffCode/archive/2014/05/17/that-escalated-quickly.aspxI have been working remotely out of my home for over 4 years now. All of my coworkers during that time have also worked remotely. Lots of folks have written about the challenges inherent in facilitating communication on remote teams and strategies for overcoming them. A popular theme around this topic is the notion of “escalating communication”. In this context “escalating” means taking a conversation from one mode of communication to a different, higher fidelity mode of communication. Here are the five modes of communication I use at work in order of increasing fidelity: Email – This is the “lowest fidelity” mode of communication that I use. I usually only check it a few times a day (and I’m trying to check it even less frequently than that) and I only keep items in my inbox if they represent an item I need to take action on that I haven’t tracked anywhere else. Forums / Message boards – Being a developer, I’ve gotten into the habit of having other people look over my code before it becomes part of the product I’m working on. These code reviews often happen in “real time” via screen sharing, but I also always have someone else give all of the changes another look using pull requests. A pull request takes my code and lets someone else see the changes I’ve made side-by-side with the existing code so they can see if I did anything dumb. Pull requests can facilitate a conversation about the code changes in an online-forum like style. Some teams I’ve worked on also liked using tools like Trello or Google Groups to have on-going conversations about a topic or task that was being worked on. Chat & Instant Messaging  - Chat and instant messaging are the real workhorses for communication on the remote teams I’ve been a part of. I know some teams that are co-located that also use it pretty extensively for quick messages that don’t warrant walking across the office to talk with someone but reqire more immediacy than an e-mail. For the purposes of this post I think it’s important to note that the terms “chat” and “instant messaging” might insinuate that the conversation is happening in real time, but that’s not always true. Modern chat and IM applications maintain a searchable history so people can easily see what might have been discussed while they were away from their computers. Voice, Video and Screen sharing – Everyone’s got a camera and microphone on their computers now, and there are an abundance of services that will let you use them to talk to other people who have cameras and microphones on their computers. I’m including screen sharing here as well because, in my experience, these discussions typically involve one or more people showing the other participants something that’s happening on their screen. Obviously, this mode of communication is much higher-fidelity than any of the ones listed above. Scheduled meetings are typically conducted using this mode of communication. In Person – No matter how great communication tools become, there’s no substitute for meeting with someone face-to-face. However, opportunities for this kind of communcation are few and far between when you work on a remote team. When a conversation gets escalated that usually means it moves up one or more positions on this list. A lot of people advocate jumping to #4 sooner than later. Like them, I used to believe that, if it was possible, organizing a call with voice and video was automatically better than any kind of text-based communication could be. Lately, however, I’m becoming less convinced that escalating is always the right move. Working Asynchronously Last year I attended a talk at our local code camp given by Drew Miller. Drew works at GitHub and was talking about how they use GitHub internally. Many of the folks at GitHub work remotely, so communication was one of the main themes in Drew’s talk. During the talk Drew used the phrase, “asynchronous communication” to describe their use of chat and pull request comments. That phrase stuck in my head because I hadn’t heard it before but I think it perfectly describes the way in which remote teams often need to communicate. You don’t always know when your co-workers are at their computers or what hours (if any) they are working that day. In order to work this way you need to assume that the person you’re talking to might not respond right away. You can’t always afford to wait until everyone required is online and available to join a voice call, so you need to use text-based, persistent forms of communication so that people can receive and respond to messages when they are available. Going back to my list from the beginning of this post for a second, I characterize items #1-3 as being “asynchronous” modes of communication while we could call items #4 and #5 “synchronous”. When communication gets escalated it’s almost always moving from an asynchronous mode of communication to a synchronous one. Now, to the point of this post: I’ve become increasingly reluctant to escalate from asynchronous to synchronous communication for two primary reasons: 1 – You can often find a higher fidelity way to convey your message without holding a synchronous conversation 2 - Asynchronous modes of communication are (usually) persistent and searchable. You Don’t Have to Broadcast Live Let’s start with the first reason I’ve listed. A lot of times you feel like you need to escalate to synchronous communication because you’re having difficulty describing something that you’re seeing in words. You want to provide the people you’re conversing with some audio-visual aids to help them understand the point that you’re trying to make and you think that getting on Skype and sharing your screen with them is the best way to do that. Firing up a screen sharing session does work well, but you can usually accomplish the same thing in an asynchronous manner. For example, you could take a screenshot and annotate it with some text and drawings to illustrate what it is you’re seeing. If a screenshot won’t work, taking a short screen recording while your narrate over it and posting the video to your forum or chat system along with a text-based description of what’s in the recording that can be searched for later can be a great way to effectively communicate with your team asynchronously. I Said What?!? Now for the second reason I listed: most asynchronous modes of communication provide a transcript of what was said and what decisions might have been made during the conversation. There have been many occasions where I’ve used the search feature of my team’s chat application to find a conversation that happened several weeks or months ago to remember what was decided. Unfortunately, I think the benefits associated with the persistence of communicating asynchronously often get overlooked when people decide to escalate to a in-person meeting or voice/video call. I’m becoming much more reluctant to suggest a voice or video call if I suspect that it might lead to codifying some kind of design decision because everyone involved is going to hang up the call and immediately forget what was decided. I recognize that you can record and archive these types of interactions, but without being able to search them the recordings aren’t terribly useful. When and How To Escalate I don’t mean to imply that communicating via voice/video or in person is never a good idea. I probably jump on a Skype call with a co-worker at least once a day to quickly hash something out or show them a bit of code that I’m working on. Also, meeting in person periodically is really important for remote teams. There’s no way around the fact that sometimes it’s easier to jump on a call and show someone my screen so they can see what I’m seeing. So when is it right to escalate? I think the simplest way to answer that is when the communication starts to feel painful. Everyone’s tolerance for that pain is different, but I think you need to let it hurt a little bit before jumping to synchronous communication. When you do escalate from asynchronous to synchronous communication, there are a couple of things you can do to maximize the effectiveness of the communication: Takes notes – This is huge and yet I’ve found that a lot of teams don’t do this. If you’re holding a meeting with  > 2 people you should have someone taking notes. Taking notes while participating in a meeting can be difficult but there are a few strategies to deal with this challenge that probably deserve a short post of their own. After the meeting, make sure the notes are posted to a place where all concerned parties (including those that might not have attended the meeting) can review and search them. Persist decisions made ASAP – If any decisions were made during the meeting, persist those decisions to a searchable medium as soon as possible following the conversation. All the teams I’ve worked on used a web-based system for tracking the on-going work and a backlog of work to be done in the future. I always try to make sure that all of the cards/stories/tasks/whatever in these systems always reflect the latest decisions that were made as the work was being planned and executed. If held a quick call with your team lead and decided that it wasn’t worth the effort to build real-time validation into that new UI you were working on, go and codify that decision in the story associated with that work immediately after you hang up. Even better, write it up in the story while you are both still on the phone. That way when the folks from your QA team pick up the story to test a few days later they’ll know why the real-time validation isn’t there without having to invoke yet another conversation about the work. Communicating Well is Hard At this point you might be thinking that communicating asynchronously is more difficult than having a live conversation. You’re right: it is more difficult. In order to communicate effectively this way you need to very carefully think about the message that you’re trying to convey and craft it in a way that’s easy for your audience to understand. This is almost always harder than just talking through a problem in real time with someone; this is why escalating communication is such a popular idea. Why wouldn’t we want to do the thing that’s easier? Easier isn’t always better. If you and your team can get in the habit of communicating effectively in an asynchronous manner you’ll find that, over time, all of your communications get less painful because you don’t need to re-iterate previously made points over and over again. If you communicate right the first time, you often don’t need to rehash old conversations because you can go back and find the decisions that were made laid out in plain language. You’ll also find that you get better at doing things like writing useful comments in your code, creating written documentation about how the feature that you just built works, or persuading your team to do things in a certain way.

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  • Craftsmanship is ALL that Matters

    - by Wayne Molina
    Today, I'm going to talk about a touchy subject: the notion of working in a company that doesn't use the prescribed "best practices" in its software development endeavours.  Over the years I have, using a variety of pseudonyms, asked this question on popular programming forums.  Although I always add in some minor variation of the story to avoid suspicion that it's the same person posting, the crux of the tale remains the same: A Programmer’s Tale A junior software developer has just started a new job at an average company, creating average line-of-business applications for internal use (the most typical scenario programmers find themselves in).  This hypothetical newbie has spent a lot of time reading up on the "theory" of software development, devouring books, blogs and screencasts from well-known and respected software developers in the community in order to broaden his knowledge and "do what the pros do".  He begins his new job, eager to apply what he's learned on a real-world project only to discover that his new teammates doesn't use any of those concepts and techniques.  They hack their way through development, or in a best-case scenario use some homebrew, thrown-together semblance of a framework for their applications that follows not one of the best practices suggested by the “elite” in the software community - things like TDD (TDD as a "best practice" is the only subjective part of this post, but it's included here due to a very large following of respected developers who consider it one), the SOLID principles, well-known and venerable tools, even version control in a worst case and truly nightmarish scenario.  Our protagonist is frustrated that he isn't doing things the "proper" way - a way he's spent personal time digesting and learning about and, more importantly, a way that some of the top developers in the industry advocate - and turns to a forum to ask the advice of his peers. Invariably the answer I, in the guise of the concerned newbie, will receive is that A) I don't know anything and should just shut my mouth and sling code the bad way like everybody else on the team, and B) These "best practices" are fade or a joke, and the only thing that matters is shipping software to your customers. I am here today to say that anyone who says this, or anything like it, is not only full of crap but indicative of exactly the type of “developer” that has helped to give our industry a bad name.  Here is why: One Who Knows Nothing, Understands Nothing On one hand, you have the cognoscenti of the .NET development world.  Guys like James Avery, Jeremy Miller, Ayende Rahien and Rob Conery; all well-respected and noted programmers that are pretty much our version of celebrities.  These guys write blogs, books, and post videos outlining the "correct" way of writing software to make sure it not only works but is maintainable and extensible and a joy to work with.  They tout the virtues of the SOLID principles, or of using TDD/BDD, or using a mature ORM like NHibernate, Subsonic or even Entity Framework. On the other hand, you have Joe Everyman, Lead Software Developer at Initrode Corporation - in our hypothetical story Joe is the junior developer's new boss.  Joe's been with Initrode for 10 years, starting as the company’s very first programmer and over the years building up a little fiefdom of his own until at the present he’s in charge of all Initrode’s software development.  Joe writes code the same way he always has, without bothering to learn much, if anything.  He looked at NHibernate once and found it was "too hard", so he uses a primitive implementation of the TableDataGateway pattern as a wrapper around SqlClient.SqlConnection and SqlClient.SqlCommand instead of an actual ORM (or, in a better case scenario, has created his own ORM); the thought of using LINQ or Entity Framework or really anything other than his own hastily homebrew solution has never occurred to him.  He doesn't understand TDD and considers “testing” to be using the .NET debugger to step through code, or simply loading up an app and entering some values to see if it works.  He doesn't really understand SOLID, and he doesn't care to.  He's worked as a programmer for years, and that's all that counts.  Right?  WRONG. Who would you rather trust?  Someone with years of experience and who writes books, creates well-known software and is akin to a celebrity, or someone with no credibility outside their own minute environment who throws around their clout and company seniority as the "proof" of their ability?  Joe Everyman may have years of experience at Initrode as a programmer, and says to do things "his way" but someone like Jeremy Miller or Ayende Rahien have years of experience at companies just like Initrode, THEY know ten times more than Joe Everyman knows or could ever hope to know, and THEY say to do things "this way". Here's another way of thinking about it: If you wanted to get into politics and needed advice on the best way to do it, would you rather listen to the mayor of Hicktown, USA or Barack Obama?  One is a small-time nobody while the other is very well-known and, as such, would probably have much more accurate and beneficial advice. NOTE: The selection of Barack Obama as an example in no way, shape, or form suggests a political affiliation or political bent to this post or blog, and no political innuendo should be mistakenly read from it; the intent was merely to compare a small-time persona with a well-known persona in a non-software field.  Feel free to replace the name "Barack Obama" with any well-known Congressman, Senator or US President of your choice. DIY Considered Harmful I will say right now that the homebrew development environment is the WORST one for an aspiring programmer, because it relies on nothing outside it's own little box - no useful skill outside of the small pond.  If you are forced to use some half-baked, homebrew ORM created by your Director of Software, you are not learning anything valuable you can take with you in the future; now, if you plan to stay at Initrode for 10 years like Joe Everyman, this is fine and dandy.  However if, like most of us, you want to advance your career outside a very narrow space you will do more harm than good by sticking it out in an environment where you, to be frank, know better than everybody else because you are aware of alternative and, in almost most cases, better tools for the job.  A junior developer who understands why the SOLID principles are good to follow, or why TDD is beneficial, or who knows that it's better to use NHibernate/Subsonic/EF/LINQ/well-known ORM versus some in-house one knows better than a senior developer with 20 years experience who doesn't understand any of that, plain and simple.  Anyone who disagrees is either a liar, or someone who, just like Joe Everyman, Lead Developer, relies on seniority and tenure rather than adapting their knowledge as things evolve. In many cases, the Joe Everymans of the world act this way out of fear - they cannot possibly fathom that a “junior” could know more than them; after all, they’ve spent 10 or more years in the same company, doing the same job, cranking out the same shoddy software.  And here comes a newbie who hasn’t spent 10+ years doing the same things, with a fresh and often radical take on the craft, and Joe Everyman is afraid he might have to put some real effort into his career again instead of just pointing to his 10 years of service at Initrode as “proof” that he’s good, or that he might have to learn something new to improve; in most cases the problem is Joe Everyman, and by extension Initrode itself, has a mentality of just being “good enough”, and mediocrity is the rule of the day. A Thorn Bush is No Place for a Phoenix My advice is that if you work on a team where they don't use the best practices that some of the most famous developers in our field say is the "right" way to do things (and have legions of people who agree), and YOU are aware of these practices and can see why they work, then LEAVE the company.  Find a company where they DO care about quality, and craftsmanship, otherwise you will never be happy.  There is no point in "dumbing" yourself down to the level of your co-workers and slinging code without care to craftsmanship.  In 95% of these situations there will be no point in bringing it to the attention of Joe Everyman because he won't listen; he might even get upset that someone is trying to "upstage" him and fire the newbie, and replace someone with loads of untapped potential with a drone that will just nod affirmatively and grind out the tasks assigned without question. Find a company that has people smart enough to listen to the "best and brightest", and be happy.  Do not, I repeat, DO NOT waste away in a job working for ignorant people.  At the end of the day software development IS a craft, and a level of craftsmanship is REQUIRED for any serious professional.  When you have knowledgeable people with the credibility to back it up saying one thing, and small-time people who are, to put it bluntly, nobodies in the field saying and doing something totally different because they can't comprehend it, leave the nobodies to their own devices to fade into obscurity.  Work for a company that uses REAL software engineering techniques and really cares about craftsmanship.  The biggest issue affecting our career, and the reason software development has never been the respected, white-collar career it was meant to be, is because hacks and charlatans can pass themselves off as professional programmers without following a lick of good advice from programmers much better at the craft than they are.  These modern day snake-oil salesmen entrench themselves in companies by hoodwinking non-technical businesspeople and customers with their shoddy wares, end up in senior/lead/executive positions, and push their lack of knowledge on everybody unfortunate enough to work with/for/under them, crushing any dissent or voices of reason and change under their tyrannical heel and leaving behind a trail of dismayed and, often, unemployed junior developers who were made examples of to keep up the facade and avoid the shadow of doubt being cast upon them. To sum this up another way: If you surround yourself with learned people, you will learn.  Surround yourself with ignorant people who can't, as the saying goes, see the forest through the trees, and you'll learn nothing of any real value.  There is more to software development than just writing code, and the end goal should not be just "shipping software", it should be shipping software that is extensible, maintainable, and above all else software whose creation has broadened your knowledge in some capacity, even if a minor one.  An eager newbie who knows theory and thirsts for knowledge can easily be moulded and taught the advanced topics, but the same can't be said of someone who only cares about the finish line.  This industry needs more people espousing the benefits of software craftsmanship and proper software engineering techniques, and less Joe Everymans who are unwilling to adapt or foster new ways of thinking. Conclusion - I Cast “Protection from Fire” I am fairly certain this post will spark some controversy and might even invite the flames.  Please keep in mind these are opinions and nothing more.  A little healthy rant and subsequent flamewar can be good for the soul once in a while.  To paraphrase The Godfather: It helps to get rid of the bad blood.

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  • WCF GZip Compression Request/Response Processing

    - by IanT8
    How do I get a WCF client to process server responses which have been GZipped or Deflated by IIS? On IIS, I've followed the instructions here on how to make IIS 6 gzip all responses (where the request contained "Accept-Encoding: gzip, deflate") emitted by .svc wcf services. On the client, I've followed the instructions here and here on how to inject this header into the web request: "Accept-Encoding: gzip, deflate". Fiddler2 shows the response is binary and not plain old Xml. The client crashes with an exception which basically says there's no Xml header, which ofcourse is true. In my IClientMessageInspector, the app crashes before AfterReceiveReply is called. Some further notes: (1) I can't change the WCF service or client as they are supplied by a 3rd party. I can however attach behaviors and/or message inspectors via configuration if this is the right direction to take. (2) I don't want to compress/uncompress just the soap body, but the entire message. Any ideas/solutions? * SOLVED * It was not possible to write a WCF extension to achieve these goals. Instead I followed this CodeProject article which advocate a helper class: public class CompressibleHttpRequestCreator : IWebRequestCreate { public CompressibleHttpRequestCreator() { } WebRequest IWebRequestCreate.Create(Uri uri) { HttpWebRequest httpWebRequest = Activator.CreateInstance(typeof(HttpWebRequest), BindingFlags.CreateInstance | BindingFlags.Public | BindingFlags.NonPublic | BindingFlags.Instance, null, new object[] { uri, null }, null) as HttpWebRequest; if (httpWebRequest == null) { return null; } httpWebRequest.AutomaticDecompression =DecompressionMethods.GZip | DecompressionMethods.Deflate; return httpWebRequest; } } and also, an addition to the application configuration file: <configuration> <system.net> <webRequestModules> <remove prefix="http:"/> <add prefix="http:" type="Pajocomo.Net.CompressibleHttpRequestCreator, Pajocomo" /> </webRequestModules> </system.net> </configuration> What seems to be happening is that WCF eventually asks some factory or other deep down in system.net to provide an HttpWebRequest instance, and we provide the helper that will be asked to create the required instance. In the WCF client configuration file, a simple basicHttpBinding is all that is required, without the need for any custom extensions. When the application runs, the client Http request contains the header "Accept-Encoding: gzip, deflate", the server returns a gzipped web response, and the client transparently decompresses the http response before handing it over to WCF. When I tried to apply this technique to Web Services I found that it did NOT work. Although the helper class was executed in the same was as when used by the WCF client, the http request did not contain the "Accept-Encoding: ..." header. To make this work for Web Services, I had to edit the Web Proxy class, and add this method: protected override System.Net.WebRequest GetWebRequest(Uri uri) { System.Net.HttpWebRequest rq = (System.Net.HttpWebRequest)base.GetWebRequest(uri); rq.AutomaticDecompression = DecompressionMethods.GZip | DecompressionMethods.Deflate; return rq; } Note that it did not matter whether the CompressibleHttpRequestCreator and block from the application config file were present or not. For web services, only overriding GetWebRequest in the Web Service Proxy worked.

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  • VS 2012 Code Review &ndash; Before Check In OR After Check In?

    - by Tarun Arora
    “Is Code Review Important and Effective?” There is a consensus across the industry that code review is an effective and practical way to collar code inconsistency and possible defects early in the software development life cycle. Among others some of the advantages of code reviews are, Bugs are found faster Forces developers to write readable code (code that can be read without explanation or introduction!) Optimization methods/tricks/productive programs spread faster Programmers as specialists "evolve" faster It's fun “Code review is systematic examination (often known as peer review) of computer source code. It is intended to find and fix mistakes overlooked in the initial development phase, improving both the overall quality of software and the developers' skills. Reviews are done in various forms such as pair programming, informal walkthroughs, and formal inspections.” Wikipedia No where does the definition mention whether its better to review code before the code has been committed to version control or after the commit has been performed. No matter which side you favour, Visual Studio 2012 allows you to request for a code review both before check in and also request for a review after check in. Let’s weigh the pros and cons of the approaches independently. Code Review Before Check In or Code Review After Check In? Approach 1 – Code Review before Check in Developer completes the code and feels the code quality is appropriate for check in to TFS. The developer raises a code review request to have a second pair of eyes validate if the code abides to the recommended best practices, will not result in any defects due to common coding mistakes and whether any optimizations can be made to improve the code quality.                                             Image 1 – code review before check in Pros Everything that gets committed to source control is reviewed. Minimizes the chances of smelly code making its way into the code base. Decreases the cost of fixing bugs, remember, the earlier you find them, the lesser the pain in fixing them. Cons Development Code Freeze – Since the changes aren’t in the source control yet. Further development can only be done off-line. The changes have not been through a CI build, hard to say whether the code abides to all build quality standards. Inconsistent! Cumbersome to track the actual code review process.  Not every change to the code base is worth reviewing, a lot of effort is invested for very little gain. Approach 2 – Code Review after Check in Developer checks in, random code reviews are performed on the checked in code.                                                      Image 2 – Code review after check in Pros The code has already passed the CI build and run through any code analysis plug ins you may have running on the build server. Instruct the developer to ensure ZERO fx cop, style cop and static code analysis before check in. Code is cleaner and smell free even before the code review. No Offline development, developers can continue to develop against the source control. Cons Bad code can easily make its way into the code base. Since the review take place much later in the cycle, the cost of fixing issues can prove to be much higher. Approach 3 – Hybrid Approach The community advocates a more hybrid approach, a blend of tooling and human accountability quotient.                                                               Image 3 – Hybrid Approach 1. Code review high impact check ins. It is not possible to review everything, by setting up code review check in policies you can end up slowing your team. More over, the code that you are reviewing before check in hasn't even been through a green CI build either. 2. Tooling. Let the tooling work for you. By running static analysis, fx cop, style cop and other plug ins on the build agent, you can identify the real issues that in my opinion can't possibly be identified using human reviews. Configure the tooling to report back top 10 issues every day. Mandate the manual code review of individuals who keep making it to this list of shame more often. 3. During Merge. I would prefer eliminating some of the other code issues during merge from Main branch to the release branch. In a scrum project this is still easier because cheery picking the merges is a possibility and the size of code being reviewed is still limited. Let the tooling work for you, if some one breaks the CI build often, put them on a gated check in build course until you see improvement. If some one appears on the top 10 list of shame generated via the build then ensure that all their code is reviewed till you see improvement. At the end of the day, the goal is to ensure that the code being delivered is top quality. By enforcing a code review before any check in, you force the developer to work offline or stay put till the review is complete. What do the experts say? So I asked a few expects what they thought of “Code Review quality gate before Checking in code?" Terje Sandstrom | Microsoft ALM MVP You mean a review quality gate BEFORE checking in code????? That would mean a lot of code staying either local or in shelvesets, and not even been through a CI build, and a green CI build being the main criteria for going further, f.e. to the review state. I would not like code laying around with no checkin’s. Having a requirement that code is checked in small pieces, 4-8 hours work max, and AT LEAST daily checkins, a manual code review comes second down the lane. I would expect review quality gates to happen before merging back to main, or before merging to release.  But that would all be on checked-in code.  Branching is absolutely one way to ease the pain.   Another way we are using is automatic quality builds, running metrics, coverage, static code analysis.  Unfortunately it takes some time, would be great to be on CI’s – but…., so it’s done scheduled every night. Based on this we get, among other stuff,  top 10 lists of suspicious code, which is then subjected to reviews.  If a person seems to be very popular on these top 10 lists, we subject every check in from that person to a review for a period. That normally helps.   None of the clients I have can afford to have every checkin reviewed, so we need to find ways around it. I don’t disagree with the nicety of having all the code reviewed, but I find it hard to find those resources in today’s enterprises. David V. Corbin | Visual Studio ALM Ranger I tend to agree with both sides. I hate having code that is not checked in, but at the same time hate having “bad” code in the repository. I have found that branching is one approach to solving this dilemma. Code is checked into the private/feature branch before the review, but is not merged over to the “official” branch until after the review. I advocate both, depending on circumstance (especially team dynamics)   - The “pre-checkin” is usually for elements that may impact the project as a whole. Think of it as another “gate” along with passing unit tests. - The “post-checkin” may very well not be at the changeset level, but correlates to a review at the “user story” level.   Again, this depends on team dynamics in play…. Robert MacLean | Microsoft ALM MVP I do not think there is no right answer for the industry as a whole. In short the question is why do you do reviews? Your question implies risk mitigation, so in low risk areas you can get away with it after check in while in high risk you need to do it before check in. An example is those new to a team or juniors need it much earlier (maybe that is before checkin, maybe that is soon after) than seniors who have shipped twenty sprints on the team. Abhimanyu Singhal | Visual Studio ALM Ranger Depends on per scenario basis. We recommend post check-in reviews when: 1. We don't want to block other checks and processes on manual code reviews. Manual reviews take time, and some pieces may not require manual reviews at all. 2. We need to trace all changes and track history. 3. We have a code promotion strategy/process in place. For risk mitigation, post checkin code can be promoted to Accepted branches. Or can be rejected. Pre Checkin Reviews are used when 1. There is a high risk factor associated 2. Reviewers are generally (most of times) have immediate availability. 3. Team does not have strict tracking needs. Simply speaking, no single process fits all scenarios. You need to select what works best for your team/project. Thomas Schissler | Visual Studio ALM Ranger This is an interesting discussion, I’m right now discussing details about executing code reviews with my teams. I see and understand the aspects you brought in, but there is another side as well, I’d like to point out. 1.) If you do reviews per check in this is not very practical as a hard rule because this will disturb the flow of the team very often or it will lead to reduce the checkin frequency of the devs which I would not accept. 2.) If you do later reviews, for example if you review PBIs, it is not easy to find out which code you should review. Either you review all changesets associate with the PBI, but then you might review code which has been changed with a later checkin and the dev maybe has already fixed the issue. Or you review the diff of the latest changeset of the PBI with the first but then you might also review changes of other PBIs. Jakob Leander | Sr. Director, Avanade In my experience, manual code review: 1. Does not get done and at the very least does not get redone after changes (regardless of intentions at start of project) 2. When a project actually do it, they often do not do it right away = errors pile up 3. Requires a lot of time discussing/defining the standard and for the team to learn it However code review is very important since e.g. even small memory leaks in a high volume web solution have big consequences In the last years I have advocated following approach for code review - Architects up front do “at least one best practice example” of each type of component and tell the team. Copy from this one. This should include error handling, logging, security etc. - Dev lead on project continuously browse code to validate that the best practices are used. Especially that patterns etc. are not broken. You can do this formally after each sprint/iteration if you want. Once this is validated it is unlikely to “go bad” even during later code changes Agree with customer to rely on static code analysis from Visual Studio as the one and only coding standard. This has HUUGE benefits - You can easily tweak to reach the level you desire together with customer - It is easy to measure for both developers/management - It is 100% consistent across code base - It gets validated all the time so you never end up getting hammered by a customer review in the end - It is easy to tell the developer that you do not want code back unless it has zero errors = minimize communication You need to track this at least during nightly builds and make sure team sees total # issues. Do not allow #issues it to grow uncontrolled. On the project I run I require code analysis to have run on code before checkin (checkin rule). This means -  You have to have clean compile (or CA wont run) so this is extra benefit = very few broken builds - You can change a few of the rules to compile as errors instead of warnings. I often do this for “missing dispose” issues which you REALLY do not want in your app Tip: Place your custom CA rules files as part of solution. That  way it works when you do branching etc. (path to CA file is relative in VS) Some may argue that CA is not as good as manual inspection. But since manual inspection in reality suffers from the 3 issues in start it is IMO a MUCH better (and much cheaper) approach from helicopter perspective Tirthankar Dutta | Director, Avanade I think code review should be run both before and after check ins. There are some code metrics that are meant to be run on the entire codebase … Also, especially on multi-site projects, one should strive to architect in a way that lets men manage the framework while boys write the repetitive code… scales very well with the need to review less by containment and imposing architectural restrictions to emphasise the design. Bruno Capuano | Microsoft ALM MVP For code reviews (means peer reviews) in distributed team I use http://www.vsanywhere.com/default.aspx  David Jobling | Global Sr. Director, Avanade Peer review is the only way to scale and its a great practice for all in the team to learn to perform and accept. In my experience you soon learn who's code to watch more than others and tune the attention. Mikkel Toudal Kristiansen | Manager, Avanade If you have several branches in your code base, you will need to merge often. This requires manual merging, when a file has been changed in both branches. It offers a good opportunity to actually review to changed code. So my advice is: Merging between branches should be done as often as possible, it should be done by a senior developer, and he/she should perform a full code review of the code being merged. As for detecting architectural smells and code smells creeping into the code base, one really good third party tools exist: Ndepend (http://www.ndepend.com/, for static code analysis of the current state of the code base). You could also consider adding StyleCop to the solution. Jesse Houwing | Visual Studio ALM Ranger I gave a presentation on this subject on the TechDays conference in NL last year. See my presentation and slides here (talk in Dutch, but English presentation): http://blog.jessehouwing.nl/2012/03/did-you-miss-my-techdaysnl-talk-on-code.html  I’d like to add a few more points: - Before/After checking is mostly a trust issue. If you have a team that does diligent peer reviews and regularly talk/sit together or peer review, there’s no need to enforce a before-checkin policy. The peer peer-programming and regular feedback during development can take care of most of the review requirements as long as the team isn’t under stress. - Under stress, enforce pre-checkin reviews, it might sound strange, if you’re already under time or budgetary constraints, but it is under such conditions most real issues start to be created or pile up. - Use tools to catch most common errors, Code Analysis/FxCop was already mentioned. HP Fortify, Resharper, Coderush etc can help you there. There are also a lot of 3rd party rules you can add to Code Analysis. I’ve written a few myself (http://fccopcontrib.codeplex.com) and various teams from Microsoft have added their own rules (MSOCAF for SharePoint, WSSF for WCF). For common errors that keep cropping up, see if you can define a rule. It’s much easier. But more importantly make sure you have a good help page explaining *WHY* it's wrong. If you have small feature or developer branches/shelvesets, you might want to review pre-merge. It’s still better to do peer reviews and peer programming, but the most important thing is that bad quality code doesn’t make it into the important branch. So my philosophy: - Use tooling as much as possible. - Make sure the team understands the tooling and the importance of the things it flags. It’s too easy to just click suppress all to ignore the warnings. - Under stress, tighten process, it’s under stress that the problems of late reviews will really surface - Most importantly if you do reviews do them as early as possible, but never later than needed. In other words, pre-checkin/post checking doesn’t really matter, as long as the review is done before the code is released. It’ll just be much more expensive to fix any review outcomes the later you find them. --- I would love to hear what you think!

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  • Partner Blog Series: PwC Perspectives - The Gotchas, The Do's and Don'ts for IDM Implementations

    - by Tanu Sood
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mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Arial; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} table.MsoTableMediumList1Accent6 {mso-style-name:"Medium List 1 - Accent 6"; mso-tstyle-rowband-size:1; mso-tstyle-colband-size:1; mso-style-priority:65; mso-style-unhide:no; border-top:solid #E0301E 1.0pt; mso-border-top-themecolor:accent6; border-left:none; border-bottom:solid #E0301E 1.0pt; mso-border-bottom-themecolor:accent6; border-right:none; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Georgia","serif"; color:black; mso-themecolor:text1; mso-ansi-language:EN-GB;} table.MsoTableMediumList1Accent6FirstRow {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:first-row; mso-style-priority:65; mso-style-unhide:no; mso-tstyle-border-top:cell-none; mso-tstyle-border-bottom:1.0pt solid #E0301E; mso-tstyle-border-bottom-themecolor:accent6; font-family:"Arial Narrow","sans-serif"; mso-ascii-font-family:Georgia; mso-ascii-theme-font:major-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:major-fareast; mso-hansi-font-family:Georgia; mso-hansi-theme-font:major-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:major-bidi;} table.MsoTableMediumList1Accent6LastRow {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:last-row; mso-style-priority:65; mso-style-unhide:no; mso-tstyle-border-top:1.0pt solid #E0301E; mso-tstyle-border-top-themecolor:accent6; mso-tstyle-border-bottom:1.0pt solid #E0301E; mso-tstyle-border-bottom-themecolor:accent6; color:#968C6D; mso-themecolor:text2; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableMediumList1Accent6FirstCol {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:first-column; mso-style-priority:65; mso-style-unhide:no; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableMediumList1Accent6LastCol {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:last-column; mso-style-priority:65; mso-style-unhide:no; mso-tstyle-border-top:1.0pt solid #E0301E; mso-tstyle-border-top-themecolor:accent6; mso-tstyle-border-bottom:1.0pt solid #E0301E; mso-tstyle-border-bottom-themecolor:accent6; mso-ansi-font-weight:bold; mso-bidi-font-weight:bold;} table.MsoTableMediumList1Accent6OddColumn {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:odd-column; mso-style-priority:65; mso-style-unhide:no; mso-tstyle-shading:#F7CBC7; mso-tstyle-shading-themecolor:accent6; mso-tstyle-shading-themetint:63;} table.MsoTableMediumList1Accent6OddRow {mso-style-name:"Medium List 1 - Accent 6"; mso-table-condition:odd-row; mso-style-priority:65; mso-style-unhide:no; mso-tstyle-shading:#F7CBC7; mso-tstyle-shading-themecolor:accent6; mso-tstyle-shading-themetint:63;} It is generally accepted among business communities that technology by itself is not a silver bullet to all problems, but when it is combined with leading practices, strategy, careful planning and execution, it can create a recipe for success. This post attempts to highlight some of the best practices along with dos & don’ts that our practice has accumulated over the years in the identity & access management space in general, and also in the context of R2, in particular. Best Practices The following section illustrates the leading practices in “How” to plan, implement and sustain a successful OIM deployment, based on our collective experience. Planning is critical, but often overlooked A common approach to planning an IAM program that we identify with our clients is the three step process involving a current state assessment, a future state roadmap and an executable strategy to get there. It is extremely beneficial for clients to assess their current IAM state, perform gap analysis, document the recommended controls to address the gaps, align future state roadmap to business initiatives and get buy in from all stakeholders involved to improve the chances of success. When designing an enterprise-wide solution, the scalability of the technology must accommodate the future growth of the enterprise and the projected identity transactions over several years. Aligning the implementation schedule of OIM to related information technology projects increases the chances of success. As a baseline, it is recommended to match hardware specifications to the sizing guide for R2 published by Oracle. Adherence to this will help ensure that the hardware used to support OIM will not become a bottleneck as the adoption of new services increases. If your Organization has numerous connected applications that rely on reconciliation to synchronize the access data into OIM, consider hosting dedicated instances to handle reconciliation. Finally, ensure the use of clustered environment for development and have at least three total environments to help facilitate a controlled migration to production. If your Organization is planning to implement role based access control, we recommend performing a role mining exercise and consolidate your enterprise roles to keep them manageable. In addition, many Organizations have multiple approval flows to control access to critical roles, applications and entitlements. If your Organization falls into this category, we highly recommend that you limit the number of approval workflows to a small set. Most Organizations have operations managed across data centers with backend database synchronization, if your Organization falls into this category, ensure that the overall latency between the datacenters when replicating the databases is less than ten milliseconds to ensure that there are no front office performance impacts. Ingredients for a successful implementation During the development phase of your project, there are a number of guidelines that can be followed to help increase the chances for success. Most implementations cannot be completed without the use of customizations. If your implementation requires this, it’s a good practice to perform code reviews to help ensure quality and reduce code bottlenecks related to performance. We have observed at our clients that the development process works best when team members adhere to coding leading practices. Plan for time to correct coding defects and ensure developers are empowered to report their own bugs for maximum transparency. Many organizations struggle with defining a consistent approach to managing logs. This is particularly important due to the amount of information that can be logged by OIM. We recommend Oracle Diagnostics Logging (ODL) as an alternative to be used for logging. ODL allows log files to be formatted in XML for easy parsing and does not require a server restart when the log levels are changed during troubleshooting. Testing is a vital part of any large project, and an OIM R2 implementation is no exception. We suggest that at least one lower environment should use production-like data and connectors. Configurations should match as closely as possible. For example, use secure channels between OIM and target platforms in pre-production environments to test the configurations, the migration processes of certificates, and the additional overhead that encryption could impose. Finally, we ask our clients to perform database backups regularly and before any major change event, such as a patch or migration between environments. In the lowest environments, we recommend to have at least a weekly backup in order to prevent significant loss of time and effort. Similarly, if your organization is using virtual machines for one or more of the environments, it is recommended to take frequent snapshots so that rollbacks can occur in the event of improper configuration. Operate & sustain the solution to derive maximum benefits When migrating OIM R2 to production, it is important to perform certain activities that will help achieve a smoother transition. At our clients, we have seen that splitting the OIM tables into their own tablespaces by categories (physical tables, indexes, etc.) can help manage database growth effectively. If we notice that a client hasn’t enabled the Oracle-recommended indexing in the applicable database, we strongly suggest doing so to improve performance. Additionally, we work with our clients to make sure that the audit level is set to fit the organization’s auditing needs and sometimes even allocate UPA tables and indexes into their own table-space for better maintenance. Finally, many of our clients have set up schedules for reconciliation tables to be archived at regular intervals in order to keep the size of the database(s) reasonable and result in optimal database performance. For our clients that anticipate availability issues with target applications, we strongly encourage the use of the offline provisioning capabilities of OIM R2. This reduces the provisioning process for a given target application dependency on target availability and help avoid broken workflows. To account for this and other abnormalities, we also advocate that OIM’s monitoring controls be configured to alert administrators on any abnormal situations. Within OIM R2, we have begun advising our clients to utilize the ‘profile’ feature to encapsulate multiple commonly requested accounts, roles, and/or entitlements into a single item. By setting up a number of profiles that can be searched for and used, users will spend less time performing the same exact steps for common tasks. We advise our clients to follow the Oracle recommended guides for database and application server tuning which provides a good baseline configuration. It offers guidance on database connection pools, connection timeouts, user interface threads and proper handling of adapters/plug-ins. All of these can be important configurations that will allow faster provisioning and web page response times. Many of our clients have begun to recognize the value of data mining and a remediation process during the initial phases of an implementation (to help ensure high quality data gets loaded) and beyond (to support ongoing maintenance and business-as-usual processes). A successful program always begins with identifying the data elements and assigning a classification level based on criticality, risk, and availability. It should finish by following through with a remediation process. Dos & Don’ts Here are the most common dos and don'ts that we socialize with our clients, derived from our experience implementing the solution. Dos Don’ts Scope the project into phases with realistic goals. Look for quick wins to show success and value to the stake holders. Avoid “boiling the ocean” and trying to integrate all enterprise applications in the first phase. Establish an enterprise ID (universal unique ID across the enterprise) earlier in the program. Avoid major UI customizations that require code changes. Have a plan in place to patch during the project, which helps alleviate any major issues or roadblocks (product and database). Avoid publishing all the target entitlements if you don't anticipate their usage during access request. Assess your current state and prepare a roadmap to address your operations, tactical and strategic goals, align it with your business priorities. Avoid integrating non-production environments with your production target systems. Defer complex integrations to the later phases and take advantage of lessons learned from previous phases Avoid creating multiple accounts for the same user on the same system, if there is an opportunity to do so. Have an identity and access data quality initiative built into your plan to identify and remediate data related issues early on. Avoid creating complex approval workflows that would negative impact productivity and SLAs. Identify the owner of the identity systems with fair IdM knowledge and empower them with authority to make product related decisions. This will help ensure overcome any design hurdles. Avoid creating complex designs that are not sustainable long term and would need major overhaul during upgrades. Shadow your internal or external consulting resources during the implementation to build the necessary product skills needed to operate and sustain the solution. Avoid treating IAM as a point solution and have appropriate level of communication and training plan for the IT and business users alike. Conclusion In our experience, Identity programs will struggle with scope, proper resourcing, and more. We suggest that companies consider the suggestions discussed in this post and leverage them to help enable their identity and access program. This concludes PwC blog series on R2 for the month and we sincerely hope that the information we have shared thus far has been beneficial. For more information or if you have questions, you can reach out to Rex Thexton, Senior Managing Director, PwC and or Dharma Padala, Director, PwC. We look forward to hearing from you. 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Praveen Krishna is a Manager in the Advisory Security practice within PwC.  Over the last decade Praveen has helped clients plan, architect and implement Oracle identity solutions across diverse industries.  His experience includes delivering security across diverse topics like network, infrastructure, application and data where he brings a holistic point of view to problem solving. Scott MacDonald is a Director in the Advisory Security practice within PwC.  He has consulted for several clients across multiple industries including financial services, health care, automotive and retail.   Scott has 10 years of experience in delivering Identity Management solutions. John Misczak is a member of the Advisory Security practice within PwC.  He has experience implementing multiple Identity and Access Management solutions, specializing in Oracle Identity Manager and Business Process Engineering Language (BPEL).

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