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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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  • Easing the Journey to the Private Cloud with Oracle Consulting

    - by MichaelM-Oracle
    By Sanjai Marimadaiah, Senior Director, Strategy & Business Development – Cloud Solutions, Oracle Consulting Services Business leaders are now leading the charge on how their firms can profit from cloud solutions. Agility and innovation are becoming the primary drivers of the business case for the cloud, even more than the anticipated cost savings. Leaders need to find the right strategy and optimize the use of cloud-based applications across their enterprise-computing infrastructure. The Problem – Current State With prevalent IT practices, many organizations find that they run multiple IT solutions serving similar business needs. This has led to the proliferation of technology stacks, for example: Oracle 10g on Sun T4 running Solaris 9; Oracle 11g on Exadata running Linux; or Oracle 12c on commodity x86 servers. This variance has a huge impact on an organization’s agility and expenses, and requires IT professionals with varied skills as well as on-going training for different systems and tools. Fortunately there is a practical business strategy to overcome this unneeded redundancy. Thus begins a journey to the right cloud computing solution. The Solution – Cloud Services from Oracle Consulting Services (OCS) Oracle Consulting Services (OCS ) works closely with our clients as trusted advisors to proactively respond to business needs and IT concerns. OCS understands that making the transition to cloud solutions begins with a strategic conversation, based on its deep expertise for successfully completing private cloud service engagements with several companies. For a journey to the cloud, Oracle Consulting Services leads the client through four phases– standardization, consolidation, service delivery, and enterprise cloud – to achieve optimal returns. Phase 1 - Standardization Oracle Consulting Services (OCS) works with clients to evaluate their business requirements and propose a set of standard solutions stacks for various IT solutions. This is an opportune time to evaluate cloud ready solutions, such as Oracle 12c, Oracle Exadata, and the Oracle Database Appliance (ODA). The OCS consultants, together with the delivery team, then turn to upgrading and migrating existing solution stacks to standardized offerings. OCS has the expertise and tools to complete this stage in a fraction of the time required by other IT services companies. Clients quickly realize cost savings in tools, processes, and type/number of resources required. This standardization also improves agility of the IT organizations and their abilities to respond to the needs of various business units. Phase 2 - Consolidation During the consolidation phase, OCS consultants programmatically consolidate hundreds of databases into a smaller number of servers to improve utilization, reduce floor space, and optimize maintenance costs. Consolidation helps clients realize huge savings in CapEx investments and shrink OpEx costs. The use of engineered systems, such as Oracle Exadata, greatly reduces the client’s risk of moving to a new solution stack. OCS recommends clients to pursue Phase 1 (Standardization) and Phase 2 (Consolidation) simultaneously to reduce the overall time, effort, and expense of the cloud journey. Phase 3 - Service Delivery Once a client is on a path of standardization and consolidation, OCS consultants create Service Catalogues based on the SLAs requirements and the criticality of the solutions. The number and types of Service Catalogues (Platinum, Gold, Silver, Bronze, etc.) vary from client to client. OCS consultants also implement a variety of value-added cloud solutions, including monitoring, metering, and charge-back solutions. At this stage, clients are able to achieve a high level of understanding in their cloud journey. Their IT organizations are operating efficiently and are more agile in responding to the needs of business units. Phase 4 - Enterprise Cloud In the final phase of the cloud journey, the economics of the IT organizations change. Business units can request services on-demand; applications can be deployed and consumed on a pay-as-you-go model. OCS has the expertise and capabilities to establish processes, programs, and solutions required for IT organizations to transform how they interact with business units. The Promise of Cloud Solutions Depending the size and complexity of their business model, some clients are able to abbreviate some phases of their cloud journey. Cloud solutions are still evolving and there is rapid pace of innovation to transform how IT organizations operate. The lesson is clear. Cloud solutions hold a lot of promise for business agility. Business leaders can now leverage an additional set of capabilities and services. They can ramp up their pace of innovation. With cloud maturity, they can compete more effectively in their respective markets. But there are certainly challenges ahead. A skilled consulting services partner can play a pivotal role as a trusted advisor in the successful adoption of cloud solutions. Oracle Consulting Services has expertise and a portfolio of services to help clients succeed on their journey to the cloud.

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  • RightNow CX @ OpenWorld: What to Experience

    - by Tony Berk
    We want to welcome our RightNow CX customers to Oracle OpenWorld next week. Get ready for a great week and a whole new experience! For a high level overview of what is going on during the week, please review these previous posts: Is There a Cloud Over OpenWorld? and What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12. Also, don't forget you can add on the Customer Experience Summit @ OpenWorld to make your week even more complete and get involved with the Experience Revolution! Below is a highlight of only some of the RightNow related sessions at OpenWorld. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. No better way to start off than hearing where Oracle RightNow is going! Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from David Vap and his team of Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Interested in the Cloud and want to know why some leading CIOs are moving to the cloud? You can hear first hand from CIOs from Emerson, Intuit and Overstock.com: CIOs and Governance in the Cloud (CON9767) - Oct 3, 11:45 AM.   And of course there are a number of sessions that drill down into more specific areas. Here are just a few: Deliver Outstanding Customer Experiences: Oracle RightNow Dynamic Agent Desktop Cloud Service (CON9771) - Oct 1, 4:45 PM. This session covers how companies have delivered exceptional customer experiences and how the Oracle RightNow Dynamic Agent Desktop Cloud Service roadmap will evolve in the future. The Oracle RightNow Contact Center Experience suite includes incident management, knowledge, guided processes, and other service capabilities to unify the customer experience across channels. Come learn about the powerful tools that enable even your junior agents to consistently provide outstanding service across all customer interaction channels. Self-Service in the Age of Data Intimacy (CON11516) - Oct 1, 3:15. Even though businesses are generating more and more data around their relationships and interactions with customers, very little of the information a business generates ends up available to the contact center and even less is made available to the online service experience. The generic one-size-fits-all approach that typifies most online service experiences ultimately fails to address all user needs, and that failure ultimately leads to the continued use of high-cost agent-assisted channels for low-value interactions. This session introduces Oracle RightNow Web Experience’s Virtual Assistant and discusses how you can deliver rich, engaging, highly personalized experiences with the quality of agent-assisted service at a much lower cost. Improve Chat Experiences: Best Practices for Chat Pilots and Deployments (CON11517) - Oct 1, 4:45 PM. Today’s organizations are challenged to grow revenue and retain customers with fewer resources, and many have turned to chat as an approach to improving the customer experience, increasing sales conversions, and reducing costs at the same time. From setting goals and metrics and training staff to customizing and tuning the solution, this session provides best practices and lessons learned from a broad set of implementations to help you get the most out of your chat solution. Differentiated Experience with Web Service (CON9770) - Oct 2, 1:15 PM. A reputation for excellent customer service can differentiate your brand and drive revenue. In this session, learn how to develop that reputation by transforming your online self-service into a highly interactive, branded customer experience. See live examples of how Oracle RightNow Web Experience has helped customers deliver on their Web service strategies. Unifying the Agent’s Engagement Console (CON11518) - Oct 2, 1:15 PM. Does your customer experience suffer because your agents are toggling between multiple tools? Do your agent productivity and morale suffer as well? Come to this session to learn how Oracle RightNow CX Cloud Service seamlessly unifies these disparate systems into a single engagement console. Regardless of channel, powerful adaptive tools consistently guide agents across contextually aware personalized workflows. Great agent experiences drive great customer experiences. Oracle RightNow CX Cloud Service and the Oracle Customer Experience Portfolio (CON9775) - Oct 3, 10:15 AM. This session covers how Oracle’s integrated suite of customer experience (CX) products fits with the Oracle CX portfolio of products (Oracle Fusion Customer Relationship Management; the Oracle ATG, Oracle Endeca, and Oracle Knowledge product families; and Oracle Business Intelligence) to increase revenues, strengthen customer relationships, and reduce costs across the entire end-to-end customer lifecycle for companies that sell to consumers and those that sell to businesses. Greater Insights from Customer Engagements (CON9773) Oct 4, 12:45 PM. In this session, hear how to leverage service interaction insights, customer feedback, and segmented service engagements to improve the customer experience. Discover how customers, such as J&P Cycles, learn and take action based on business insights gained through their customer engagements. Again, these are just some of the sessions, so check out the Content Catalog for details on Knowledge Management, Customization, Integration and more in the Oracle Develop stream for Customer Experience. Be sure to visit the Oracle DEMOgrounds in the Moscone West Exhibit Hall. If this is your first OpenWorld, welcome! If you are returning, hi again and enjoy!

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  • In Social Relationship Management, the Spirit is Willing, but Execution is Weak

    - by Mike Stiles
    In our final talk in this series with Aberdeen’s Trip Kucera, we wanted to find out if enterprise organizations are actually doing anything about what they’re learning around the importance of communicating via social and using social listening for a deeper understanding of customers and prospects. We found out that if your brand is lagging behind, you’re not alone. Spotlight: How was Aberdeen able to find out if companies are putting their money where their mouth is when it comes to implementing social across the enterprise? Trip: One way to think about the relative challenges a business has in a given area is to look at the gap between “say” and “do.” The first of those words reveals the brand’s priorities, while the second reveals their ability to execute on those priorities. In Aberdeen’s research, we capture this by asking firms to rank the value of a set of activities from one on the low end to five on the high end. We then ask them to rank their ability to execute those same activities, again on a one to five, not effective to highly effective scale. Spotlight: And once you get their self-assessments, what is it you’re looking for? Trip: There are two things we’re looking for in this analysis. The first is we want to be able to identify the widest gaps between perception of value and execution. This suggests impediments to adoption or simply a high level of challenge, be it technical or otherwise. It may also suggest areas where we can expect future investment and innovation. Spotlight: So the biggest potential pain points surface, places where they know something is critical but also know they aren’t doing much about it. What’s the second thing you look for? Trip: The second thing we want to do is look at specific areas in which high-performing companies, the Leaders, are out-executing the Followers. This points to the business impact of these activities since Leaders are defined by a set of business performance metrics. Put another way, we’re correlating adoption of specific business competencies with performance, looking for what high-performers do differently. Spotlight: Ah ha, that tells us what steps the winners are taking that are making them winners. So what did you find out? Trip: Generally speaking, we see something of a glass curtain when it comes to the social relationship management execution gap. There isn’t a single social media activity in which more than 50% of respondents indicated effectiveness, which would be a 4 or 5 on that 1-5 scale. This despite the fact that 70% of firms indicate that generating positive social media mentions is valuable or very valuable, a 4 or 5 on our 1-5 scale. Spotlight: Well at least they get points for being honest. The verdict they’re giving themselves is that they just aren’t cutting it in these highly critical social development areas. Trip: And the widest gap is around directly engaging with customers and/or prospects on social networks, which 69% of firms rated as valuable but only 34% of companies say they are executing well. Perhaps even more interesting is that these two are interdependent since you’re most likely to generate goodwill on social through happy, engaged customers. This data also suggests that social is largely being used as a broadcast channel rather than for one-to-one engagement. As we’ve discussed previously, social is an inherently personal media. Spotlight: And if they’re still using it as a broadcast channel, that shows they still fail to understand the root of social and see it as just another outlet for their ads and push-messaging. That’s depressing. Trip: A second way to evaluate this data is by using Aberdeen’s performance benchmarking. The story is both a bit different, but consistent in its own way. The first thing we notice is that Leaders are more effective in their execution of several key social relationship management capabilities, namely generating positive mentions and engaging with “influencers” and customers. Based on the fact that Aberdeen uses a broad set of performance metrics to rank the respondents as either “Leaders” (top 35% in weighted performance) or “Followers” (bottom 65% in weighted performance), from website conversion to annual revenue growth, we can then correlated high social effectiveness with company performance. We can also connect the specific social capabilities used by Leaders with effectiveness. We spoke about a few of those key capabilities last time and also discuss them in a new report: Social Powers Activate: Engineering Social Engagement to Win the Hidden Sales Cycle. Spotlight: What all that tells me is there are rewards for making the effort and getting it right. That’s how you become a Leader. Trip: But there’s another part of the story, which is that overall effectiveness, even among Leaders, is muted. There’s just one activity in which more than a majority of Leaders cite high effectiveness, effectiveness being the generation of positive buzz. While 80% of Leaders indicate “directly engaging with customers” through social media channels is valuable, the highest rated activity among Leaders, only 42% say they’re effective. This gap even among Leaders shows the challenges still involved in effective social relationship management. @mikestilesPhoto: stock.xchng

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  • Books are Dead! Long Live the Books!

    - by smisner
    We live in interesting times with regard to the availability of technical material. We have lots of free written material online in the form of vendor documentation online, forums, blogs, and Twitter. And we have written material that we can buy in the form of books, magazines, and training materials. Online videos and training – some free and some not free – are also an option. All of these formats are useful for one need or another. As an author, I pay particular attention to the demand for books, and for now I see no reason to stop authoring books. I assure you that I don’t get rich from the effort, and fortunately that is not my motivation. As someone who likes to refer to books frequently, I am still a big believer in books and have evidence from book sales that there are others like me. If I can do my part to help others learn about the technologies I work with, I will continue to produce content in a variety of formats, including books. (You can view a list of all of my books on the Publications page of my site and my online training videos at Pluralsight.) As a consumer of technical information, I prefer books because a book typically can get into a topic much more deeply than a blog post, and can provide more context than vendor documentation. It comes with a table of contents and a (hopefully accurate) index that helps me zero in on a topic of interest, and of course I can use the Search feature in digital form. Some people suggest that technology books are outdated as soon as they get published. I guess it depends on where you are with technology. Not everyone is able to upgrade to the latest and greatest version at release. I do assume, however, that the SQL Server 7.0 titles in my library have little value for me now, but I’m certain that the minute I discard the book, I’m going to want it for some reason! Meanwhile, as electronic books overtake physical books in sales, my husband is grateful that I can continue to build my collection digitally rather than physically as the books have a way of taking over significant square footage in our house! Blog posts, on the other hand, are useful for describing the scenarios that come up in real-life implementations that wouldn’t fit neatly into a book. As many years that I have working with the Microsoft BI stack, I still run into new problems that require creative thinking. Likewise, people who work with BI and other technologies that I use share what they learn through their blogs. Internet search engines help us find information in blogs that simply isn’t available anywhere else. Another great thing about blogs, also, is the connection to community and the dialog that can ensue between people with common interests. With the trend towards electronic formats for books, I imagine that we’ll see books continue to adapt to incorporate different forms of media and better ways to keep the information current. At the moment, I wish I had a better way to help readers with my last two Reporting Services books. In the case of the Microsoft® SQL Server™ 2005 Reporting Services Step by Step book, I have heard many cases of readers having problems with the sample database that shipped on CD – either the database was missing or it was corrupt. So I’ve provided a copy of the database on my site for download from http://datainspirations.com/uploads/rs2005sbsDW.zip. Then for the Microsoft® SQL Server™ 2008 Reporting Services Step by Step book, we decided to avoid the database problem by using the AdventureWorks2008 samples that Microsoft published on Codeplex (although code samples are still available on CD). We had this silly idea that the URL for the download would remain constant, but it seems that expectation was ill-founded. Currently, the sample database is found at http://msftdbprodsamples.codeplex.com/releases/view/37109 but I have no idea how long that will remain valid. My latest books (#9 and #10 which are milestones I never anticipated), Building Integrated Business Intelligence Solutions with SQL Server 2008 R2 and Office 2010 (McGraw Hill, 2011) and Business Intelligence in Microsoft SharePoint 2010 (Microsoft Press, 2011), will not ship with a CD, but will provide all code samples for download at a site maintained by the respective publishers. I expect that the URLs for the downloads for the book will remain valid, but there are lots of references to other sites that can change or disappear over time. Does that mean authors shouldn’t make reference to such sites? Personally, I think the benefits to be gained from including links are greater than the risks of the links becoming invalid at some point. Do you think the time for technology books has come to an end? Is the delivery of books in electronic format enough to keep them alive? If technological barriers were no object, what would make a book more valuable to you than other formats through which you can obtain information?

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  • Which of these algorithms is best for my goal?

    - by JonathonG
    I have created a program that restricts the mouse to a certain region based on a black/white bitmap. The program is 100% functional as-is, but uses an inaccurate, albeit fast, algorithm for repositioning the mouse when it strays outside the area. Currently, when the mouse moves outside the area, basically what happens is this: A line is drawn between a pre-defined static point inside the region and the mouse's new position. The point where that line intersects the edge of the allowed area is found. The mouse is moved to that point. This works, but only works perfectly for a perfect circle with the pre-defined point set in the exact center. Unfortunately, this will never be the case. The application will be used with a variety of rectangles and irregular, amorphous shapes. On such shapes, the point where the line drawn intersects the edge will usually not be the closest point on the shape to the mouse. I need to create a new algorithm that finds the closest point to the mouse's new position on the edge of the allowed area. I have several ideas about this, but I am not sure of their validity, in that they may have far too much overhead. While I am not asking for code, it might help to know that I am using Objective C / Cocoa, developing for OS X, as I feel the language being used might affect the efficiency of potential methods. My ideas are: Using a bit of trigonometry to project lines would work, but that would require some kind of intense algorithm to test every point on every line until it found the edge of the region... That seems too resource intensive since there could be something like 200 lines that would have each have to have as many as 200 pixels checked for black/white.... Using something like an A* pathing algorithm to find the shortest path to a black pixel; however, A* seems resource intensive, even though I could probably restrict it to only checking roughly in one direction. It also seems like it will take more time and effort than I have available to spend on this small portion of the much larger project I am working on, correct me if I am wrong and it would not be a significant amount of code (100 lines or around there). Mapping the border of the region before the application begins running the event tap loop. I think I could accomplish this by using my current line-based algorithm to find an edge point and then initiating an algorithm that checks all 8 pixels around that pixel, finds the next border pixel in one direction, and continues to do this until it comes back to the starting pixel. I could then store that data in an array to be used for the entire duration of the program, and have the mouse re-positioning method check the array for the closest pixel on the border to the mouse target position. That last method would presumably execute it's initial border mapping fairly quickly. (It would only have to map between 2,000 and 8,000 pixels, which means 8,000 to 64,000 checked, and I could even permanently store the data to make launching faster.) However, I am uncertain as to how much overhead it would take to scan through that array for the shortest distance for every single mouse move event... I suppose there could be a shortcut to restrict the number of elements in the array that will be checked to a variable number starting with the intersecting point on the line (from my original algorithm), and raise/lower that number to experiment with the overhead/accuracy tradeoff. Please let me know if I am over thinking this and there is an easier way that will work just fine, or which of these methods would be able to execute something like 30 times per second to keep mouse movement smooth, or if you have a better/faster method. I've posted relevant parts of my code below for reference, and included an example of what the area might look like. (I check for color value against a loaded bitmap that is black/white.) // // This part of my code runs every single time the mouse moves. // CGPoint point = CGEventGetLocation(event); float tX = point.x; float tY = point.y; if( is_in_area(tX,tY, mouse_mask)){ // target is inside O.K. area, do nothing }else{ CGPoint target; //point inside restricted region: float iX = 600; // inside x float iY = 500; // inside y // delta to midpoint between iX,iY and tX,tY float dX; float dY; float accuracy = .5; //accuracy to loop until reached do { dX = (tX-iX)/2; dY = (tY-iY)/2; if(is_in_area((tX-dX),(tY-dY),mouse_mask)){ iX += dX; iY += dY; } else { tX -= dX; tY -= dY; } } while (abs(dX)>accuracy || abs(dY)>accuracy); target = CGPointMake(roundf(tX), roundf(tY)); CGDisplayMoveCursorToPoint(CGMainDisplayID(),target); } Here is "is_in_area(int x, int y)" : bool is_in_area(NSInteger x, NSInteger y, NSBitmapImageRep *mouse_mask){ NSAutoreleasePool * pool = [[NSAutoreleasePool alloc] init]; NSUInteger pixel[4]; [mouse_mask getPixel:pixel atX:x y:y]; if(pixel[0]!= 0){ [pool release]; return false; } [pool release]; return true; }

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Tony Berk
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! As I mentioned in my earlier post about some of the keynote sessions, Is There a Cloud Over OpenWorld?, I'm going try to highlight some key sessions to help you find the best sessions for you. Interested to find out where Oracle CRM products are headed, then find your "roadmap" session. Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. Which session are you most interested in? Make your suggestions! But no voting for Pearl Jam or Kings of Leon. Those are after hours! 

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  • Highlights from the Oracle Customer Experience Summit @ OpenWorld

    - by Richard Lefebvre
    The Oracle Customer Experience Summit was the first-ever event covering the full breadth of Oracle's CX portfolio -- Marketing, Sales, Commerce, and Service. The purpose of the Summit was to articulate the customer experience imperative and to showcase the suite of Oracle products that can help our customers create the best possible customer experience. This topic has always been a very important one, but now that there are so many alternative companies to do business with and because people have such public ways to voice their displeasure, it's necessary for vendors to have multiple listening posts in place to gauge consumer sentiment. They need to know what is going on in real time and be able to react quickly to turn negative situations into positive ones. Those can then be shared in a social manner to enhance the brand and turn the customer into a repeat customer. The Summit was focused on Oracle's portfolio of products and entirely dedicated to customers who are committed to building great customer experiences within their businesses. Rather than DBAs, the attendees were business people looking to collaborate with other like-minded experts and find out how Oracle can help in terms of technology, best practices, and expertise. The event was at the Westin St. Francis Hotel in San Francisco as part of Oracle OpenWorld. We had eight hundred people attend, which was great for the first year. Next year, there's no doubt in my mind, we can raise that number to 5,000. Alignment and Logic Oracle's Customer Experience portfolio is made up of a combination of acquired and organic products owned by many people who are new to Oracle. We include homegrown Fusion CRM, as well as RightNow, Inquira, OPA, Vitrue, ATG, Endeca, and many others. The attendees knew of the acquisitions, so naturally they wanted to see how the products all fit together and hear the logic behind the portfolio. To tell them about our alignment, we needed to be aligned. To accomplish that, a cross functional team at Oracle agreed on the messaging so that every single Oracle presenter could cover the big picture before going deep into a product or topic. Talking about the full suite of products in one session produced overflow value for other products. And even though this internal coordination was a huge effort, everyone saw the value for our customers and for our long-term cooperation and success. Keynotes, Workshops, and Tents of Innovation We scored by having Seth Godin as our keynote speaker ? always provocative and popular. The opening keynote was a session orchestrated by Mark Hurd, Anthony Lye, and me. Mark set the stage by giving real-world examples of bad customer experiences, Anthony clearly articulated the business imperative for addressing these experiences, and I brought it all to life by taking the audience around the Customer Lifecycle and showing demos and videos, with partners included at each of the stops around the lifecycle. Brian Curran, a VP for RightNow Product Strategy, presented a session that was in high demand called The Economics of Customer Experience. People loved hearing how to build a business case and justify the cost of building a better customer experience. John Kembel, another VP for RightNow Product Strategy, held a workshop that customers raved about. It was based on the journey mapping methodology he created, which is a way to talk to customers about where they want to make improvements to their customers' experiences. He divided the audience into groups led by facilitators. Each person had the opportunity to engage with experts and peers and construct some real takeaways. The conference hotel was across from Union Square so we used that space to set up Innovation Tents. During the day we served lunch in the tents and partners showed their different innovative ideas. It was very interesting to see all the technologies and advancements. It also gave people a place to mix and mingle and to think about the fringe of where we could all take these ideas. Product Portfolio Plus Thought Leadership Of course there is always room for improvement, but the feedback on the format of the conference was positive. Ninety percent of the sessions had either a partner or a customer teamed with an Oracle presenter. The presentations weren't dry, one-way information dumps, but more interactive. I just followed up with a CEO who attended the conference with his Head of Marketing. He told me that they are using John Kembel's journey mapping methodology across the organization to pull people together. This sort of thought leadership in these highly competitive areas gives Oracle permission to engage around the technology. We have to differentiate ourselves and it's harder to do on the product side because everyone looks the same on paper. But on thought leadership ? we can, and did, take some really big steps. David Vap Group Vice President Oracle Applications Product Development

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  • jQuery with SharePoint solutions

    - by KunaalKapoor
    For me jQuery is the 'Plan-B' for everything.And most of my projects include the use of jQuery for something or the other, so I decided to write a small note on what works best while using jQuery along with SharePoint.I prefer to use the jQuery JavaScript library, which is far more robust, easier to use, and allows for plugins. Follow the steps below to add jQuery to your master page. For office 365, the prefered location to add jQuery files is the "Site Asserts" library.Deployment Best PracticesThey are only as good as the context it’s being referenced.  In other words, take into account your world before applying it.Script your deployment options.  Folder in SPD. Use the file system.  Make external references.  The JQuery library is on the Microsoft Ajax Content Delivery Network. You may even choose to publish to and from the document library. (pros and cons to this approach)Reference options when referencing the script.ScriptLink will make sure it’s loaded at the top of the page and only loaded once. You need Visual Studio or SPDContent Editor Web Part (CEWP).  Drop it on the page and it’s there.  Easy but dangerousCustom Actions. Great for global deployments of JQuery.  Loads it on every page. It also works in Sandbox installations.Deployment Maintenance Dont’sDon’t add scripts directly to your Master Page. That’s way too much effort because the pages are hard to maintain.Don’t add scripts directly to the CEWP.  Use a content link instead. That will allow for reuse. If you or someone deletes the CEWP you won’t lose code in the web partSecurity.  Any scripts run with the same privileges of the current user.  In other words, you can’t get in trouble.Development Best PracticesDon’t abuse the DOM.  There are better options to load the DOM without hitting it 1,000 times.User other performance boosters.Try other libraries.  Try some custom codeAvoid String conversionMinify your filesUse CAML to reduce number of returns rowsOnly update your JQuery library AFTER RIGOROUS REGRESSION TESTINGCRUD operations can come with some funSP Services wraps SharePoint’s web services for executionThe Bing SDK is pretty easy to use.  You can add it to your page with a script,  put it into a content editor web part and connect it from the address parameters in a list.Steps:1. Go to jquery.com and download the latest jQuery library to your desktop. You want to get the compressed production version, not the development version.2. Open SharePoint Designer (SPD) and connect to the root level of your site's site collection.In SPD, open the "Style Library" folder. Create a folder named "Scripts" inside of the Style Library. Drag the jQuery library JavaScript file from your desktop into the Scripts folder.In the Scripts folder, create a new JavaScript file and name it (e.g. "actions.js").3. If you are using visual studio add a folder for js, you can create a new folder at the root level or if you prefer more cleaner solutions like me, you can use the layouts folder which cleans out on deactivation/uninstall.4. Within the <head> tag of the master page, add a script reference to the jQuery library just above the content place holder named "PlaceHolderAdditonalPageHead" (and above your custom CSS references, if applicable) as follows:<script src="/Style%20Library/Scripts/{jquery library file}.js" type="text/javascript"></script>Immediately after the jQuery library reference add a script reference to your custom scripts file as follows:<script src="/Style%20Library/Scripts/actions.js" type="text/javascript"></script>Inside your script tag, you can test if jQuery is already defined and if not, then add it to the page.<script type='text/javascript'>  if (typeof jQuery == 'undefined')    document.write('<scr'+'ipt type="text/javascript" src="http://code.jquery.com/jquery-1.6.1.min.js"></sc'+'ript>');</script>For the inquisitive few... Read on if you'd like :)Why jQuery on SharePoiny is AwesomeIt’s all about that visual wow factor.  You can get past that, “But it looks like SharePoint”  Take a long list view and put it into JQuery with pagination, etc and you are the hero.  It’s also about new controls you get with JQuery that you couldn’t do before.Why jQuery with SharePoint should be AwfulAlthough it’s fairly easy to get jQuery up and running. Copy/Paste can cause a problem.  If you don’t understand what it’s doing in the Client Object Model and the Document Object Model then it will do things on your site that were completely unexpected. Many blogs will note workarounds they employed on their sites. Why it’s not working: Debugging “sucks”.You need to develop small blocks of functionality, Test it by putting in some alerts  and console.log. Set breakpoints and monitor the DOM via Firebug and some IE development toolsPerformance - It happens all the time. But you should look at the tradeoffs. More time may give you more functionality.Consistency - ”But it works fine on my computer. So test on many browsers.  Take into account client resourcesHarm the Farm -  You need to code wisely and negatively test.  Don’t be the cause of a DoS attack that’s really JQuery asking for a resource over and over and over again.  So code wisely. Do negative testing. Monitor Server Resources.They also did a demo where JQuery did an endless loop to pull data from a list. It’s a poor decision but also an easy mistake.  They spiked their server resources within a couple seconds and had to shut down the call before it brought it down.ConclusionJQuery is now another tool in your tool kit. You don’t have to use it. Use it where it makes sense and where it helps you get your job done.Don’t abuse it, you will pay for it laterIt will add to page bloat so take that into accountIt can slow your performance

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  • VirtualBox appliance for the Oracle Communications Service Delivery Platform (SDP) Products

    - by chlander
    It's been quite awhile since we last blogged. This blog is written by Leif Lourie, a Curriculum Developer for the Oracle Communications Service Delivery Platform (SDP) products. For the last 8 years, Leif has worked as a Curriculum Developer for many of the telecom-oriented products that Oracle offers. He has been working in the telecom industry for about 25 years and has also worked as a software developer, project manager, and solutions architect. He is currently working on courseware for an upcoming release for one of the Service Delivery Platform products. Thanks to Leif not only for this blog, but for making the VM described in the blog available. Cheryl Lander, Oracle Communications InfoDev Senior Director To be able to download, install and test a product within a day is many times very important for people that are doing the primary evaluation of a software product. If it takes longer, it will require a bigger effort, like a proof-of-concept project with many people involved. Of course, if the product is chosen for a more thorough test, it will probably happen anyway, but then maybe with focus on integration instead of product features. We have a long tradition of creating complex software that is easy to install and test and we have often been praised for the ease of getting our products up and running. One key for this has been that there has always been an installer for Windows, as well as for the production environments that usually are Unix and Linux. And, the windows installer has, in most cases, been released for developing and testing purposes. Lately, this has changed. Our products are very seldom released for the Windows platform, at all. And even the Linux versions are almost always released for 64-bit systems. This is creating problems for many of the people that want to try out our products, since few have access to a 64-bit Linux system of the right platform. Most of us are using a laptop with Windows or Mac OS. Some of us are using Linux or Solaris, but probably a non certified distribution for the product you want to test. My job, among other things, is to develop hands-on practices for our products. For me, it is crucial to have access to environments for installing and using our products. For this reason I have been using virtual machines for many years.I have a ready-made base system, with the necessary tools installed for all the products I create hands-on practices for. Whenever I start working on hands-on practices for a new product or a new version, I just copy the base system and start working with a clean slate. This saves me a lot of time! Now, I would like to start saving time for my favorite student: You! If you are using our products and regularly test new versions you might benefit from the virtual machine that is now available on Oracle Technology Network: The Virtual Machine for the Oracle Communications Service Delivery Platform (SDP) Products. This virtual machine contains an installation of the 64-bit version of Oracle Enterprise Linux, version 6. It also has Oracle Database Express Edition (XE), Oracle Java and Oracle Enterprise Pack for Eclipse installed. By using Oracle VM VirtualBox you may use Windows, OS X, Linux or Solaris on your laptop. VirtualBox can be installed on top of any of these platforms and give you the ability to run virtual machines in your laptop. After downloading and starting the virtual machine you will also need to download the installation files for the product you want to test; for example Oracle Communications Services Gatekeeper or Oracle Communications Online Mediation Controller. In some cases there are lessons and practices available for the products. The freely available courses are listed in Oracle Learning Library as a Collection of Oracle Communications Service Delivery Platform Courses. As time goes by, we will make this list collection bigger. Also, the goal is to update the virtual machine about one to two times per year. So you will always be able to get a well maintained virtual machine for the Service Delivery Platform products from us. We Value Your Feedback If you would like to suggest improvements or report issues on any of the product documentation, curriculum, or training produced by the Oracle Communications Information Development team, you can use these channels: Email [email protected]. Post a comment on this blog. Thanks for reading!

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  • Project of Projects with team Foundation Server 2010

    - by Martin Hinshelwood
    It is pretty much accepted that you should use Areas instead of having many small Team Projects when you are using Team Foundation Server 2010. I have implemented this scenario many times and this is the current iteration of layout and considerations. If like me you work with many customers you will find that you get into a grove for how to set these things up to make them as easily understandable for everyone, while giving the best functionality. The trick is in making it as intuitive as possible for both you and the developers that need to work with it. There are five main places where you need to have the Product or Project name in prominence of any other value. Area Iteration Source Code Work Item Queries Build Once you decide how you are doing this in each of these places you need to keep to it religiously. Evan if you have one source code file to keep, make sure it is in the right place. This makes your developers and others working with the format familiar with where everything should go, as well as building up mussel memory. This prevents the neat system degenerating into a nasty mess. Areas Areas are traditionally used to separate out parts of your product / project so that you can see how much effort has gone into each. Figure: The top level areas are for reporting and work item separation There are massive advantages of using this method. You can: move work from one project to another rename a project / product It is far more likely that a project or product gets renamed than a department. Tip: If you have many projects, over 100, you should consider categorising them here, but make sure that the actual project name always sits at the same level so you know which is which. Figure: Always keep things that are the same at the same level Note: You may use these categories only at the Area/Iteration level to make it easier to select on drop down lists. You may not want to use them everywhere. On the other hand, for consistency it would be better to. Iterations Iterations are usually used to some sort of time based consideration. Here I am splitting into Iterations with periodic releases. Figure: Each product needs to be able to have its own cadence The ability to have each project run at its own pace and to enable them to have their own release schedule is often of paramount importance and you don’t want to fix your 100+ projects to all be released on the same date. Source Code Having a good structure for your source even if you are not branching or having multiple products under the same structure is always a good idea. Figure: Separate out your products source You need to think about both your branches as well as the structure of your source. All your code should be under “Source” and everything you need to build your solution including Build Scripts and 3rd party tools should be under your “Main” (branch) folder. This should them be branched by “Quality”, “Release” or both to get the most out of your branching structure. The important thing is to make sure you branch (or be able to branch) everything you need to build, test and deploy your application to an environment. That environment may be development, test or even production, but I can’t stress the importance of having everything your need. Note: You usually will not be able to install custom software on your build server. Store any *.dll’s or *.exe’s that you need under the “Tools\Tool1” folder. Note: Consult the Branching Guidance for Team Foundation Server 2010 for more on branching Figure: Adding category may be a necessary evil Even if you have to have a couple of categories called “Default”, it is better than not knowing the difference between a folder, Product and Branch. Work Item Queries Queries are used to load lists of Work Items out of TFS so you can see what work you have. This means that you want to also separate queries out by Product / project to make it easier to Figure: Again you have the same first level structure Having Folders also in Work Item Tracking we do the same thing. We put all the queries under a folder named for the Product / Project and change each query to have “AreaPath=[TeamProject]\[ProductX]” in the query instead of the standard “Project=@Project”. Tip: Don’t have a folder with new queries for each iteration. Instead have a single “Current” folder that has queries that point to the current iteration. Just change the queries as you move from one iteration to another. Tip: You can ctrl+drag the “Product1” folder to create your “Product2” folder. Builds You may have many builds both for individual products but also for different quality's. This can be further complicated by having some builds that action “Gated Check-In” and others that are specifically for “Release”, “Test” or another purpose. Figure: There are no folders, yet, for the builds so you need a good naming convention Its a pity that there are no folders under builds, some way to categorise would be nice. In lue of that at the moment you can use a functional naming convention that at least allows you to find what you want. Conclusion It is really easy to both achieve and to stick to this format if you take the time to do it. Unless you have 1000+ builds or 100+ Products you are unlikely run into any issues. Even then there are things you can do to mitigate the issues and I have describes some of them above. Let me know if you can think of any other things to make this easier.

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  • Vendors: Partners or Salespeople?

    - by BuckWoody
    I got a great e-mail from a friend that asked about how he could foster a better relationship with his vendors. So many times when you work with a vendor it’s more of a used-car sales experience than a partnership – but you can actually make your vendor more of a partner, as long as you both set some ground-rules at the start. Sit down with your vendor, and have a heart-to-heart talk with them, explain that they won’t win every time, but that you’re willing to work with them in an honest way on both sides. Here’s the advice I sent him verbatim. I hope this post generates lots of comments from both customers and vendors. I don’t expect that you’ve had a great experience with your Microsoft reps, but I happen to work with some of the best sales teams in the business, and our clients tell us that all the time. “The key to this relationship is to keep the audience really small. Ideally there should be one person from your side that is responsible for the relationship, and one from the vendor’s side. Each responsible person should have the authority to make decisions, and to bring in other folks as needed for a given topic, project or decision.   For Microsoft, this is called an “Account Manager” – they aren’t technical, they aren’t sales. They “own” a relationship with a company. They learn what the company does, who does it, and how. They are responsible to understand what the challenges in your company are. While they don’t know the bits and bytes of everything we sell, they know what each thing does, and who to talk to about it. I get a call from an Account Manager every week that has pre-digested an issue at an organization and says to me: “I need you to set up an architectural meeting with their technical staff to get a better read on how we can help with problem X.” I do that and then report back to the Account Manager what we learned.  All through this process there’s the atmosphere of a “team”, not a “sales opportunity” per se. I’ve even recommended that the firm use a rival product, and I’ve never gotten push-back on that decision from my Account Managers.   But that brings up an interesting point. Someone pays an Account Manager and pays me. They expect something in return. At some point, you have to buy something. Not every time, not every situation – sometimes it’s just helping you with what you already bought from us. But the point is that you can’t expect lots of love and never spend any money. That’s the way business works.   Finally, don’t view the vendor as someone with their hand in your pocket – somebody that’s just trying to sell you something and doesn’t care if they ever see you again – unless they deserve it. There are plenty of “love them and leave them” companies out there, and you may have even had this experience with us, but that isn’t the case in the firms I work with. In fact, my customers get a questionnaire that asks them that exact question. “How many times have you seen your account team? Did you like your interaction with them? Can they do better?” My raises, performance reviews and general standing in my group are based on the answers the company gives.  Ask your vendor if they measure their sales and support teams this way – if not, seek another vendor to partner with.   Partnering with someone is a big deal. It involves time and effort on your part, and on the vendor’s part. If either of you isn’t pulling your weight, it just won’t work. You have every right to expect them to treat you as a partner, and they have the same right for your side.” Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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  • How to handle updated configuration when it's already been cloned for editing

    - by alexrussell
    Really sorry about the title that probably doesn't make much sense. Hopefully I can explain myself better here as it's something that's kinda bugged me for ages, and is now becoming a pressing concern as I write a bit of software with configuration. Most software comes with default configuration options stored in the app itself, and then there's a configuration file (let's say) that a user can edit. Once created/edited for the first time, subsequent updates to the application can not (easily) modify this configuration file for fear of clobbering the user's own changes to the default configuration. So my question is, if my application adds a new configurable parameter, what's the best way to aid discoverability of the setting and allow the user (developer) to override it as nicely as possible given the following constraints: I actually don't have a canonical default config in the application per se, it's more of a 'cascading filesystem'-like affair - the config template is stored in default/config.json and when the user wishes to edit the configuration, it's copied to user/config.json. If a user config is found it is used - there is no automatic overriding of a subset of keys, the whole new file is used and that's that. If there's no user config the default config is used. When a user wishes to edit the config they run a command to 'generate' it for them (which simply copies the config.json file from the default to the user directory). There is no UI for the configuration options as it's not appropriate to the userbase (think of my software as a library or something, the users are developers, the config is done in the user/config.json file). Due to my software being library-like there's no simple way to, on updating of the software, run some tasks automatically (so any ideas of look at the current config, compare to template config, add ing missing keys) aren't appropriate. The only solution I can think of right now is to say "there's a new config setting X" in release notes, but this doesn't seem ideal to me. If you want any more information let me know. The above specifics are not actually 100% true to my situation, but they represent the problem equally well with lower complexity. If you do want specifics, however, I can explain the exact setup. Further clarification of the type of configuration I mean: think of the Atom code editor. There appears to be a default 'template' config file somewhere, but as soon as a configuration option is edited ~/.atom/config.cson is generated and the setting goes in there. From now on is Atom is updated and gets a new configuration key, this file cannot be overwritten by Atom without a lot of effort to ensure that the addition/modification of the key does not clobber. In Atom's case, because there is a GUI for editing settings, they can get away with just adding the UI for the new setting into the UI to aid 'discoverability' of the new setting. I don't have that luxury. Clarification of my constraints and what I'm actually looking for: The software I'm writing is actually a package for a larger system. This larger system is what provides the configuration, and the way it works is kinda fixed - I just do a config('some.key') kinda call and it knows to look to see if the user has a config clone and if so use it, otherwise use the default config which is part of my package. Now, while I could make my application edit the user's configuration files (there is a convention about where they're stored), it's generally not done, so I'd like to live with the constraints of the system I'm using if possible. And it's not just about discoverability either, one large concern is that the addition of a configuration key won't actually work as soon as the user has their own copy of the original template. Adding the key to the template won't make a difference as that file is never read. As such, I think this is actually quite a big flaw in the design of the configuration cascading system and thus needs to be taken up with my upstream. So, thinking about it, based on my constraints, I don't think there's going to be a good solution save for either editing the user's configuration or using a new config file every time there are updates to the default configuration. Even the release notes idea from above isn't doable as, if the user does not follow the advice, suddenly I have a config key with no value (user-defined or default). So the new question is this: what is the general way to solve the problem of having a default configuration in template config files and allowing a user to make user-specific version of these in order to override the defaults? A per-key cascade (rather than per-file cascade) where the user only specifies their overrides? In this case, what happens if a configuration value is an array - do we replace or append to the default (or, more realistically, how does the user specify whether they wish to replace or append to)? It seems like configuration is kinda hard, so how is it solved in the wild?

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  • MERGE gives better OUTPUT options

    - by Rob Farley
    MERGE is very cool. There are a ton of useful things about it – mostly around the fact that you can implement a ton of change against a table all at once. This is great for data warehousing, handling changes made to relational databases by applications, all kinds of things. One of the more subtle things about MERGE is the power of the OUTPUT clause. Useful for logging.   If you’re not familiar with the OUTPUT clause, you really should be – it basically makes your DML (INSERT/DELETE/UPDATE/MERGE) statement return data back to you. This is a great way of returning identity values from INSERT commands (so much better than SCOPE_IDENTITY() or the older (and worse) @@IDENTITY, because you can get lots of rows back). You can even use it to grab default values that are set using non-deterministic functions like NEWID() – things you couldn’t normally get back without running another query (or with a trigger, I guess, but that’s not pretty). That inserted table I referenced – that’s part of the ‘behind-the-scenes’ work that goes on with all DML changes. When you insert data, this internal table called inserted gets populated with rows, and then used to inflict the appropriate inserts on the various structures that store data (HoBTs – the Heaps or B-Trees used to store data as tables and indexes). When deleting, the deleted table gets populated. Updates get a matching row in both tables (although this doesn’t mean that an update is a delete followed by an inserted, it’s just the way it’s handled with these tables). These tables can be referenced by the OUTPUT clause, which can show you the before and after for any DML statement. Useful stuff. MERGE is slightly different though. With MERGE, you get a mix of entries. Your MERGE statement might be doing some INSERTs, some UPDATEs and some DELETEs. One of the most common examples of MERGE is to perform an UPSERT command, where data is updated if it already exists, or inserted if it’s new. And in a single operation too. Here, you can see the usefulness of the deleted and inserted tables, which clearly reflect the type of operation (but then again, MERGE lets you use an extra column called $action to show this). (Don’t worry about the fact that I turned on IDENTITY_INSERT, that’s just so that I could insert the values) One of the things I love about MERGE is that it feels almost cursor-like – the UPDATE bit feels like “WHERE CURRENT OF …”, and the INSERT bit feels like a single-row insert. And it is – but into the inserted and deleted tables. The operations to maintain the HoBTs are still done using the whole set of changes, which is very cool. And $action – very convenient. But as cool as $action is, that’s not the point of my post. If it were, I hope you’d all be disappointed, as you can’t really go near the MERGE statement without learning about it. The subtle thing that I love about MERGE with OUTPUT is that you can hook into more than just inserted and deleted. Did you notice in my earlier query that my source table had a ‘src’ field, that wasn’t used in the insert? Normally, this would be somewhat pointless to include in my source query. But with MERGE, I can put that in the OUTPUT clause. This is useful stuff, particularly when you’re needing to audit the changes. Suppose your query involved consolidating data from a number of sources, but you didn’t need to insert that into the actual table, just into a table for audit. This is now very doable, either using the INTO clause of OUTPUT, or surrounding the whole MERGE statement in brackets (parentheses if you’re American) and using a regular INSERT statement. This is also doable if you’re using MERGE to just do INSERTs. In case you hadn’t realised, you can use MERGE in place of an INSERT statement. It’s just like the UPSERT-style statement we’ve just seen, except that we want nothing to match. That’s easy to do, we just use ON 1=2. This is obviously more convoluted than a straight INSERT. And it’s slightly more effort for the database engine too. But, if you want the extra audit capabilities, the ability to hook into the other source columns is definitely useful. Oh, and before people ask if you can also hook into the target table’s columns... Yes, of course. That’s what deleted and inserted give you.

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  • EM CLI, diving in and beyond!

    - by Maureen Byrne
    v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Doing more in less time… Isn’t that what we all strive to do? With this in mind, I put together two screen watches on Oracle Enterprise Manager 12c command line interface, or EM CLI as it is also known. There is a wealth of information on any topic that you choose to read about, from manual pages to coding documents…might I even say blog posts? In our busy lives it is so nice to just sit back with a short video, watch and learn enough to dive in. Doing more in less time, is the essence of EM CLI. It enables you to script fundamental and complex administrative tasks in an elegant way, thanks to the Jython scripting language. Repetitive tasks can be scripted and reused again and again. Sure, a Graphical User Interface provides a more intuitive step by step approach to tasks, and it provides a way of quickly becoming familiar with a product and its many features, and it is definitely the way to go when viewing performance data and historical trending…but for repetitive and complex tasks, scripting is the way to go! Lets us take the everyday task of creating an administrator. Using EM CLI in interactive mode the command could look like this.. emcli>create_user(name='jan.doe', type='EXTERNAL_USER') This command creates an administrator called jan.doe which is an externally authenticated user, possibly LDAP or SSO, defined by the EXTERNAL_USER tag. The create_user procedure takes many arguments; see the documentation for more information. Now, where EM CLI really shines and shows power is in creating multiple users. Regardless of the number, tens or thousands, the effort is the same. With the use of a standard programming construct, a loop, you can place your create_user() procedure within it. Using a loop allows you to iterate through a previously created list, creating new users until the list is complete. Using EM CLI in Script mode, your Jython loop would look something like this… for user in list_of_users:       create_user(name=user, expire=’true’, password=’welcome123’) This Jython code snippet iterates through a previously defined list of names, list_of_users, and iterates through the list, taking each name, user in this case, and creates an administrator sets the password to welcome123, but forces the user to reset it when they first login. This is only one of over four hundred procedures created to expose Oracle Enterprise Manager 12c functionality in a powerful and programmatic way. It is a few months since we released EM CLI with scripting option. We are seeing many users adapt to this fun and powerful way of using Oracle Enterprise Manager 12c. What are the first steps? Watch these screen watches, and dive in. The first screen watch steps you through where and how to download and install and how to run your first few commands. The Second screen watch steps you through a few scripts. Next time, I am going to show you the basic building blocks to writing a Jython script to perform Oracle Enterprise Manager 12c administrative tasks. Join this growing group of EM CLI users…. Dive in! Normal 0 false false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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  • Most Innovative IDM Projects: Awards at OpenWorld

    - by Tanu Sood
    On Tuesday at Oracle OpenWorld 2012, Oracle recognized the winners of Innovation Awards 2012 at a ceremony presided over by Hasan Rizvi, Executive Vice President at Oracle. Oracle Fusion Middleware Innovation Awards recognize customers for achieving significant business value through innovative uses of Oracle Fusion Middleware offerings. Winners are selected based on the uniqueness of their business case, business benefits, level of impact relative to the size of the organization, complexity and magnitude of implementation, and the originality of architecture. This year’s Award honors customers for their cutting-edge solutions driving business innovation and IT modernization using Oracle Fusion Middleware. The program has grown over the past 6 years, receiving a record number of nominations from customers around the globe. The winners were selected by a panel of judges that ranked each nomination across multiple different scoring categories. Congratulations to both Avea and ETS for winning this year’s Innovation Award for Identity Management. Identity Management Innovation Award 2012 Winner – Avea Company: Founded in 2004, AveA is the sole GSM 1800 mobile operator of Turkey and has reached a nationwide customer base of 12.8 million as of the end of 2011 Region: Turkey (EMEA) Products: Oracle Identity Manager, Oracle Identity Analytics, Oracle Access Management Suite Business Drivers: ·         To manage the agility and scale required for GSM Operations and enable call center efficiency by enabling agents to change their identity profiles (accounts and entitlements) rapidly based on call load. ·         Enhance user productivity and call center efficiency with self service password resets ·         Enforce compliance and audit reporting ·         Seamless identity management between AveA and parent company Turk Telecom Innovation and Results: ·         One of the first Sun2Oracle identity management migrations designed for high performance provisioning and trusted reconciliation built with connectors developed on the ICF architecture that provides custom user interfaces for  dynamic and rapid management of roles and entitlements along with entitlement level attestation using closed loop remediation between Oracle Identity Manager and Oracle Identity Analytics. ·         Dramatic reduction in identity administration and call center password reset tasks leading to 20% reduction in administration costs and 95% reduction in password related calls. ·         Enhanced user productivity by up to 25% to date ·         Enforced enterprise security and reduced risk ·         Cost-effective compliance management ·         Looking to seamlessly integrate with parent and sister companies’ infrastructure securely. Identity Management Innovation Award 2012 Winner – Education Testing Service (ETS)       See last year's winners here --Company: ETS is a private nonprofit organization devoted to educational measurement and research, primarily through testing. Region: U.S.A (North America) Products: Oracle Access Manager, Oracle Identity Federation, Oracle Identity Manager Business Drivers: ETS develops and administers more than 50 million achievement and admissions tests each year in more than 180 countries, at more than 9,000 locations worldwide.  As the business becomes more globally based, having a robust solution to security and user management issues becomes paramount. The organizations was looking for: ·         Simplified user experience for over 3000 company users and more than 6 million dynamic student and staff population ·         Infrastructure and administration cost reduction ·         Managing security risk by controlling 3rd party access to ETS systems ·         Enforce compliance and manage audit reporting ·         Automate on-boarding and decommissioning of user account to improve security, reduce administration costs and enhance user productivity ·         Improve user experience with simplified sign-on and user self service Innovation and Results: 1.    Manage Risk ·         Centralized system to control user access ·         Provided secure way of accessing service providers' application using federated SSO. ·         Provides reporting capability for auditing, governance and compliance. 2.    Improve efficiency ·         Real-Time provisioning to target systems ·         Centralized provisioning system for user management and access controls. ·         Enabling user self services. 3.    Reduce cost ·         Re-using common shared services for provisioning, SSO, Access by application reducing development cost and time. ·         Reducing infrastructure and maintenance cost by decommissioning legacy/redundant IDM services. ·         Reducing time and effort to implement security functionality in business applications (“onboard” instead of new development). ETS was able to fold in new and evolving requirement in addition to the initial stated goals realizing quick ROI and successfully meeting business objectives. Congratulations to the winners once again. We will be sure to bring you more from these Innovation Award winners over the next few months.

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  • Using Resources the Right Way

    - by BuckWoody
    It’s an interesting time in computing technology. At one point there was a dearth of information available for solving a given problem, or educating ourselves on broader topics so that we can solve problems in the future. With dozens, perhaps hundreds or thousands of web sites and content available (for free, in many cases) from vendors, peers, even colleges and universities, it seems like there is actually too much information. Who has the time to absorb all this information and training? Even if you had the inclination, where to start? In fact, it seems so overwhelming that I often hear people saying that they can’t find the training they need, or that vendor X or Y “doesn’t help their users”. On questioning these folks, however, I often find that they – and sometimes I - haven’t put in the effort to learn what resources we have. That’s where blogs, like this one, can help. If you follow a blog, either by checking it often or perhaps subscribing to the Really Simple Syndication (RSS) feed, you’ll be able to spread out the search or create a mental filter for the information you need. But it’s not enough just read a blog or a web page. The creators need real feedback – what doesn’t work, and what does. Yes, you’re allowed to tell a vendor or writer “This helped me because…” so that you reinforce the positives. To be sure, bring up what doesn’t work as well –  that’s fine. But be specific, and be constructive. You’d be surprised at how much it matters. I know for a fact at Microsoft we listen – there is a real live person that reads your comments. I’m sure this is true of other vendors, and I also know that most blog authors – yours truly most especially – wants to know what you think.   In this blog entry I’d to call your attention to three resources you have at your disposal, and how you can use them to help. I’ll try to bring up things like this from time to time that I find useful, and cover in them in more depth like this. Think of this as a synopsis of a longer set of resources that you can use to filter whether you want to research further, bookmark, or forward on to a circle of friends where you think it might help them.   Data Driven Design Concepts http://msdn.microsoft.com/en-us/library/windowsazure/jj156154 I’ll start with a great site that walks you through the process of designing a solution from a data-first perspective. As you know, I believe all computing is merely re-arranging data. If you follow that logic as well, you’ll realize that whenever you create a solution, you should start at the data-end of the application. This resource helps you do that. Even if you don’t use the specific technologies the instructions use, the concepts hold for almost any other technology that deals with data. This should be a definite bookmark for a developer, DBA, or Data Architect. When I mentioned my admiration for this resource here at Microsoft, the team that created it contacted me and asked if I’d share an e-mail address to my readers so that you can comment on it. You’re guaranteed to be heard – you can suggest changes, talk about how useful – or not – it is, and so on. Here’s that address:  [email protected]   End-to-End Example of a complete Hybrid Application – with Live Demo https://azurestocktrader.cloudapp.net/Default.aspx I learn by example. I also like having ready-made, live, functional demos that show the completed solution at work. If you’ve ever wanted to learn how a complex, complete, hybrid application that bridges on-premises systems with cloud-based databases, code, functions and more, this is it. It’s a stock-trading simulator, and you can get everything from the design to the code itself, or you can just play with the application. It’s running on Windows Azure, the actual production servers we use for everything else. Using a Cloud-Based Service https://azureconfigweb.cloudapp.net/Default.aspx Along with that stock-trading application, you have a full demonstration and usable code sample of a web-based service available. If you’re a developer, this is a style of code you need to understand for everything from iPhone development to a full Service-Oriented Architecture (SOA) environment. So check out these resources. I’ll post more from time to time as I run across them. Hopefully they’ll be as useful to you as they are to me. Oh, and if you have a comment on any of the resources, let them know. And if you have any comments about these or any of my entries, feel free to post away. To quote a famous TV Show: “Hello Seattle – I’m listening…”

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  • Rebuilding CoasterBuzz, Part II: Hot data objects

    - by Jeff
    This is the second post, originally from my personal blog, in a series about rebuilding one of my Web sites, which has been around for 12 years. More: Part I: Evolution, and death to WCF After the rush to get moving on stuff, I temporarily lost interest. I went almost two weeks without touching the project, in part because the next thing on my backlog was doing up a bunch of administrative pages. So boring. Unfortunately, because most of the site's content is user-generated, you need some facilities for editing data. CoasterBuzz has a database full of amusement parks and roller coasters. The entities enjoy the relationships that you would expect, though they're further defined by "instances" of a coaster, to define one that has moved between parks as one, with different names and operational dates. And of course, there are pictures and news items, too. It's not horribly complex, except when you have to account for a name change and display just the newest name. In all previous versions, data access was straight SQL. As so much of the old code was rooted in 2003, with some changes in 2008, there wasn't much in the way of ORM frameworks going on then. Let me rephrase that, I mostly wasn't interested in ORM's. Since that time, I used a little LINQ to SQL in some projects, and a whole bunch of nHibernate while at Microsoft. Through all of that experience, I have to admit that these frameworks are often a bigger pain in the ass than not. They're great for basic crud operations, but when you start having all kinds of exotic relationships, they get difficult, and generate all kinds of weird SQL under the covers. The black box can quickly turn into a black hole. Sometimes you end up having to build all kinds of new expertise to do things "right" with a framework. Still, despite my reservations, I used the newer version of Entity Framework, with the "code first" modeling, in a science project and I really liked it. Since it's just a right-click away with NuGet, I figured I'd give it a shot here. My initial effort was spent defining the context class, which requires a bit of work because I deviate quite a bit from the conventions that EF uses, starting with table names. Then throw some partial querying of certain tables (where you'll find image data), and you're splitting tables across several objects (navigation properties). I won't go into the details, because these are all things that are well documented around the Internet, but there was a minor learning curve there. The basics of reading data using EF are fantastic. For example, a roller coaster object has a park associated with it, as well as a number of instances (if it was ever relocated), and there also might be a big banner image for it. This is stupid easy to use because it takes one line of code in your repository class, and by the time you pass it to the view, you have a rich object graph that has everything you need to display stuff. Likewise, editing simple data is also, well, simple. For this goodness, thank the ASP.NET MVC framework. The UpdateModel() method on the controllers is very elegant. Remember the old days of assigning all kinds of properties to objects in your Webforms code-behind? What a time consuming mess that used to be. Even if you're not using an ORM tool, having hydrated objects come off the wire is such a time saver. Not everything is easy, though. When you have to persist a complex graph of objects, particularly if they were composed in the user interface with all kinds of AJAX elements and list boxes, it's not just a simple matter of submitting the form. There were a few instances where I ended up going back to "old-fashioned" SQL just in the interest of time. It's not that I couldn't do what I needed with EF, it's just that the efficiency, both my own and that of the generated SQL, wasn't good. Since EF context objects expose a database connection object, you can use that to do the old school ADO.NET stuff you've done for a decade. Using various extension methods from POP Forums' data project, it was a breeze. You just have to stick to your decision, in this case. When you start messing with SQL directly, you can't go back in the same code to messing with entities because EF doesn't know what you're changing. Not really a big deal. There are a number of take-aways from using EF. The first is that you write a lot less code, which has always been a desired outcome of ORM's. The other lesson, and I particularly learned this the hard way working on the MSDN forums back in the day, is that trying to retrofit an ORM framework into an existing schema isn't fun at all. The CoasterBuzz database isn't bad, but there are design decisions I'd make differently if I were starting from scratch. Now that I have some of this stuff done, I feel like I can start to move on to the more interesting things on the backlog. There's a lot to do, but at least it's fun stuff, and not more forms that will be used infrequently.

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  • To refund or not to refund this client?

    - by Mahalia Samuels
    I'd really appreciate your advice on an ongoing project. I presented my client with a proposal and design samples which he approved, and he paid in full instead of the 50% upfront deposit as I'd given him a generous discount. He was then slow in furnishing me with some of the content, but once we did, he expected the website to be finished immediately which was not possible. Because he needed it done urgently, we agreed to try to get it done about 10 working days after the content was provided, but the developer who was helping me let me down. The next week, I completed the website myself and uploaded it to the server on a Friday afternoon. He then calls and texts me on following Sunday while I'm at church to say it's not online (there was probably a problem with his browser). The next morning, I received an email from him demanding a full refund within two days because he couldn't see the website (even though it was live, and I tested it on multiple browsers, a different computer and my phone), and he called me shouting at me because he couldn't access it. Finally when he was able to access it, he was unhappy with a certain detail regarding the slideshow which I began fixing and which was done the next day. He then referred me to another website and said he wanted it to look similar but not identical to it in terms of the layout. He also now wanted to add more features which were not in the original design. I got a designer to work on a new design which I sent to him for review, which if approved would be completed by 15 October, and he approved it last Thursday. He then called me yesterday to say that he wanted to change the design - he only approved it out of impatience. He now wants the website to be more similar to the other website he referred me to and he wants it done before the 15th! Then, he says to me that other people have done websites for him in three days - website's he's complained to me about for lacking dimension because they were just premium themes, whereas we'd designed and coded from scratch. I'm thinking of finishing the website but refunding him in full (or at least the refundable 50%) less domain registration and other non-refundable amounts, just to avoid further escalation of this matter and having him call me next week and say he wants to change it again. These are the applicable terms and conditions as laid out in the agreement: Total amount due for this project is Amount A. Client shall pay Consultant a deposit of Amount B (50% of total amount due for project) in advance before any work commences on the Project. The balance is due within 7 working days of completion of project. Deposit is non-refundable. Should client opt to host elsewhere, applicable transferral fee of Amount C will apply. Estimated project completion time frame is 14 to 30 days from the date Client furnishes Consultant with Brief and all other required media and data, provided that Client has made payment to secure the project. Consultant will make every effort to meet agreed upon due dates. The Client should be aware that failure to submit required information or materials, or last minute changes and excessive changes may cause subsequent delays. Client delays could result in significant delays in delivery of finished work. Major changes in client input or direction or brief will be charged at normal rates. Any work the Client wishes Consultant to create, which is not specified in the attached Proposal will be considered an additional service. Client agrees to pay Consultant for any additional expenses or additional services not included in the attached quotation and proposal if requested by the Client. Web design credit in the name of the Consultant, and link to Consultant’s website shall be placed on the footer of the final Website. Either party may terminate this Agreement by giving 7 days written notice to the other of such termination. In the event that Work is postponed or terminated at the request of the Client, Consultant shall have the right to bill pro rata at full rates for work completed through the date of that request, while reserving all rights under this Agreement. If additional payment is due, this shall be payable within seven days of the Client's written notification to stop work. In the event of termination, the Client shall also pay any expenses incurred by Consultant and the Consultant shall own all rights to the Work. Advice please?

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  • Using Definition of Done to Drive Agile Maturity

    - by Dylan Smith
    I’ve been an Agile Coach at a lot of different clients over the years, and I want to share an approach I use to help them adopt and mature over time. It’s important to realize that “Agile” is not a black/white yes/no thing. Teams can be varying degrees of agile. I think of this as their agile maturity level. When I coach teams I want them to start out being a little agile, and get more agile as they mature. The approach I teach them is to use the definition of done as a technique to continuously improve their agile maturity over time. We’re probably all familiar with the concept of “Done Done” that represents what *actually* being done a feature means. Not just when a developer says he’s done right after he writes that last line of code that makes the feature kind-of work. Done Done means the coding is done, it’s been tested, installers and deployment packages have been created, user manuals have been updated, architecture docs have been updated, etc. To enable teams to internalize the concept of “Done Done”, they usually get together and come up with their Definition of Done (DoD) that defines all the activities that need to be completed before a feature is considered Done Done. The Done Done technique typically is applied only to features (aka User Stories). What I do is extend this to apply to several concepts such as User Stories, Sprints, Releases (and sometimes Check-Ins). During project kick-off I’ll usually sit down with the team and go through an exercise of creating DoD’s for each of these concepts (Stories/Sprints/Releases). We’ll usually start by just brainstorming a bunch of activities that could end up in these various DoD’s. Here’s some examples: Code Reviews StyleCop FxCop User Manuals Updated Architecture Docs Updated Tested by QA Tested by UAT Installers Created Support Knowledge Base Updated Deployment Instructions (for Ops) written Automated Unit Tests Run Automated Integration Tests Run Then we start by arranging these activities into the place they occur today (e.g. Do you do UAT testing only once per release? every sprint? every feature?). If the team was previously Waterfall most of these activities probably end up in the Release DoD. An extremely mature agile team would probably have most of these activities in the DoD for the User Stories (because an extremely mature agile team will probably do continuous deployment and release every story). So what we need to do as a team, is work to move these activities from their current home (Release DoD) down into the Sprint DoD and eventually into the User Story DoD (and maybe into the lower-level Check-In DoD if we decide to use that). We don’t have to move them all down to User Story immediately, but as a team we figure out what we think we’re capable of moving down to the Sprint cycle, and Story cycle immediately, and that becomes our starting DoD’s. Over time the team makes an effort to continue moving activities down from Release->Sprint->Story as they become more agile and more mature. I try to encourage them to envision a world in which they deploy to production as each User Story is completed. They would need to be updating User Manuals, creating installers, doing UAT testing (typical Release cycle activities) on every single User Story. They may never actually reach that point, but they should envision that, and strive to keep driving the activities down closer to the User Story cycle s they mature. This is a great technique to give a team an easy-to-follow roadmap to mature their agile practices over time. Sure there’s other aspects to maturity outside of this, but it’s a great technique, that’s easy to visualize, to drive agility into the team. Just keep moving those activities (aka “gates”) down the board from Release->Sprint->Story. I’ll try to give an example of what a recent client of mine had for their DoD’s (this is from memory, so probably not 100% accurate): Release Create/Update deployment Instructions For Ops Instructional Videos Updated Run manual regression test suite UAT Testing In this case that meant deploying to an environment shared across the enterprise that mirrored production and asking other business groups to test their own apps to ensure we didn’t break anything outside our system Sprint Deploy to UAT Environment But not necessarily actually request UAT testing occur User Guides updated Sprint Features Video Created In this case we decided to create a video each sprint showing off the progress (video version of Sprint Demo) User Story Manual Test scripts developed and run Tested by BA Deployed in shared QA environment Using automated deployment process Peer Code Review Code Check-In Compiled (warning-free) Passes StyleCop Passes FxCop Create installer packages Run Automated Tests Run Automated Integration Tests PS – One of my clients had a great question when we went through this activity. They said that if a Sprint is by definition done when the end-date rolls around (time-boxed), isn’t a DoD on a sprint meaningless – it’s done on the end-date regardless of whether those other activities are complete or not? My answer is that while that statement is true – the sprint is done regardless when the end date rolls around – if the DoD activities haven’t been completed I would consider the Sprint a failure (similar to not completing what was committed/planned – failure may be too strong a word but you get the idea). In the Retrospective that will become an agenda item to discuss and understand why we weren’t able to complete the activities we agreed would need to be completed each Sprint.

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  • What's My Problem? What's Your Problem?

    - by Jacek Ziabicki
    Software installers are not made for building demo environments. I can say this much after 12 years (on and off) of supporting my fellow sales consultants with environments for software demonstrations. When we release software, we include installation programs and procedures that are designed for use by our clients – to build a production environment and a limited number of testing, training and development environments. Different Objectives Your priorities when building an environment for client use vs. building a demo environment are very different. In a production environment, security, stability, and performance concerns are paramount. These environments are built on a specific server and rarely, if ever, moved to a different server or different network address. There is typically just one application running on a particular server (physical or virtual). Once built, the environment will be used for months or years at a time. Because of security considerations, the installation program wants to make these environments very specific to the organization using the software and the use case, encoding a fully qualified name of the server, or even the IP address on the network, in the configuration. So you either go through the installation procedure for each environment, or learn how to clone and reconfigure the software as a separate instance to build all your non-production environments. This may not matter much if the installation is as simple as clicking on the Setup program. But for enterprise applications, you have a number of configuration settings that you need to get just right – so whether you are installing from scratch or reconfiguring an existing installation, this requires both time and expertise in the particular piece of software. If you need a setup of several applications that are integrated to talk to one another, it is a whole new level of complexity. Now you need the expertise in all of the applications involved (plus the supporting technology products), and in addition to making each application work, you also have to configure the integration endpoints. Each application needs the URLs and credentials to call the integration layer, and the integration must be able to call each application. Then you have to make sure that each app has the right data so a business process initiated in one application can continue in the next. And, you will need to check that each application has the correct version and patch level for the integration to work. When building demo environments, your #1 concern is agility. If you can get away with a small number of long-running environments, you are lucky. More likely, you may get a request for a dedicated environment for a demonstration that is two weeks away: how quickly can you make this available so we still have the time to build the client-specific data? We are running a hands-on workshop next month, and we’ll need 15 instances of application X environment so each student can have a separate server for the exercises. We cannot connect to our data center from the client site, the client’s security policy won’t allow our VPN to go through – so we need a portable environment that we can bring with us. Our consultants need to be able to work at the hotel, airport, and the airplane, so we really want an environment that can run on a laptop. The client will need two playpen environments running in the cloud, accessible from their network, for a series of workshops that start two weeks from now. We have seen all of these scenarios and more. Here you would be much better served by a generic installation that would be easy to clone. Welcome to the Wonder Machine The reason I started this blog is to share a particular design of a demo environment, a special way to install software, that can address the above requirements, even for integrated setups. This design was created by a team at Oracle Utilities Global Business Unit, and we are using this setup for most of our demo environments. In a bout of modesty we called it the Wonder Machine. Over the next few posts – think of it as a novel in parts – I will tell you about the big idea, how it was implemented and what you can do with it. After we have laid down the groundwork, I would like to share some tips and tricks for users of our Wonder Machine implementation, as well as things I am learning about building portable, cloneable environments. The Wonder Machine is by no means a closed specification, it is under active development! I am hoping this blog will be of interest to two groups of readers – the users of the Wonder Machine we have built at Oracle Utilities, who want to get the most out of their demo environments and be able to reconfigure it to their needs – and to people who need to build environments for demonstration, testing, training, development and would like to make them cloneable and portable to maximize the reuse of their effort. Surely we are not the only ones facing this problem? If you can think of a better way to solve it, or if you can help us improve on our concept, I will appreciate your comments!

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  • Right-Time Retail Part 2

    - by David Dorf
    This is part two of the three-part series. Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Right-Time Integration Of course these real-time enabling technologies are only as good as the systems that utilize them, and it only takes one bottleneck to slow everyone else down. What good is an immediate stock-out notification if the supply chain can’t react until tomorrow? Since being formed in 2006, Oracle Retail has been not only adding more integrations between systems, but also modernizing integrations for appropriate speed. Notice I tossed in the word “appropriate.” Not everything needs to be real-time – again, we’re talking about Right-Time Retail. The speed of data capture, analysis, and execution must be synchronized or you’re wasting effort. Unfortunately, there isn’t an enterprise-wide dial that you can crank-up for your estate. You’ll need to improve things piecemeal, with people and processes as limiting factors while choosing the appropriate types of integrations. There are three integration styles we see in the retail industry. First is batch. I know, the word “batch” just sounds slow, but this pattern is less about velocity and more about volume. When there are large amounts of data to be moved, you’ll want to use batch processes. Our technology of choice here is Oracle Data Integrator (ODI), which provides a fast version of Extract-Transform-Load (ETL). Instead of the three-step process, the load and transform steps are combined to save time. ODI is a key technology for moving data into Retail Analytics where we can apply science. Performing analytics on each sale as it occurs doesn’t make any sense, so we batch up a statistically significant amount and submit all at once. The second style is fire-and-forget. For some types of data, we want the data to arrive ASAP but immediacy is not necessary. Speed is less important than guaranteed delivery, so we use message-oriented middleware available in both Weblogic and the Oracle database. For example, Point-of-Service transactions are queued for delivery to Central Office at corporate. If the network is offline, those transactions remain in the queue and will be delivered when the network returns. Transactions cannot be lost and they must be delivered in order. (Ever tried processing a return before the sale?) To enhance the standard queues, we offer the Retail Integration Bus (RIB) to help the management and monitoring of fire-and-forget messaging in the enterprise. The third style is request-response and is most commonly implemented as Web services. This is a synchronous message where the sender waits for a response. In this situation, the volume of data is small, guaranteed delivery is not necessary, but speed is very important. Examples include the website checking inventory, a price lookup, or processing a credit card authorization. The Oracle Service Bus (OSB) typically handles the routing of such messages, and we’ve enhanced its abilities with the Retail Service Backbone (RSB). To better understand these integration patterns and where they apply within the retail enterprise, we’re providing the Retail Reference Library (RRL) at no charge to Oracle Retail customers. The library is composed of a large number of industry business processes, including those necessary to support Commerce Anywhere, as well as detailed architectural diagrams. These diagrams allow implementers to understand the systems involved in integrations and the specific data payloads. Furthermore, with our upcoming release we’ll be providing a new tool called the Retail Integration Console (RIC) that allows IT to monitor and manage integrations from a single point. Using RIC, retailers can quickly discern where integration activity is occurring, volume statistics, average response times, and errors. The dashboards provide the ability to dive down into the architecture documentation to gather information all the way down to the specific payload. Retailers that want real-time integrations will also need real-time monitoring of those integrations to ensure service-level agreements are maintained. Part 3 looks at marketing.

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  • Hybrid IT or Cloud Initiative – a Perfect Enterprise Architecture Maturation Opportunity

    - by Ted McLaughlan
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} All too often in the growth and maturation of Enterprise Architecture initiatives, the effort stalls or is delayed due to lack of “applied traction”. By this, I mean the EA activities - whether targeted towards compliance, risk mitigation or value opportunity propositions – may not be attached to measurable, active, visible projects that could advance and prove the value of EA. EA doesn’t work by itself, in a vacuum, without collaborative engagement and a means of proving usefulness. A critical vehicle to this proof is successful orchestration and use of assets and investment resources to meet a high-profile business objective – i.e. a successful project. More and more organizations are now exploring and considering some degree of IT outsourcing, buying and using external services and solutions to deliver their IT and business requirements – vs. building and operating in-house, in their own data centers. The rapid growth and success of “Cloud” services makes some decisions easier and some IT projects more successful, while dramatically lowering IT risks and enabling rapid growth. This is particularly true for “Software as a Service” (SaaS) applications, which essentially are complete web applications hosted and delivered over the Internet. Whether SaaS solutions – or any kind of cloud solution - are actually, ultimately the most cost-effective approach truly depends on the organization’s business and IT investment strategy. This leads us to Enterprise Architecture, the connectivity between business strategy and investment objectives, and the capabilities purchased or created to meet them. If an EA framework already exists, the approach to selecting a cloud-based solution and integrating it with internal IT systems (i.e. a “Hybrid IT” solution) is well-served by leveraging EA methods. If an EA framework doesn’t exist, or is simply not mature enough to address complex, integrated IT objectives – a hybrid IT/cloud initiative is the perfect project to advance and prove the value of EA. Why is this? For starters, the success of any complex IT integration project - spanning multiple systems, contracts and organizations, public and private – depends on active collaboration and coordination among the project stakeholders. For a hybrid IT initiative, inclusive of one or more cloud services providers, the IT services, business workflow and data governance challenges alone can be extremely complex, requiring many diverse layers of organizational expertise and authority. Establishing subject matter expertise, authorities and strategic guidance across all the disciplines involved in a hybrid-IT or hybrid-cloud system requires top-level, comprehensive experience and collaborative leadership. Tools and practices reflecting industry expertise and EA alignment can also be very helpful – such as Oracle’s “Cloud Candidate Selection Tool”. Using tools like this, and facilitating this critical collaboration by leading, organizing and coordinating the input and expertise into a shared, referenceable, reusable set of authority models and practices – this is where EA shines, and where Enterprise Architects can be most valuable. The “enterprise”, in this case, becomes something greater than the core organization – it includes internal systems, public cloud services, 3rd-party IT platforms and datacenters, distributed users and devices; a whole greater than the sum of its parts. Through facilitated project collaboration, leading to identification or creation of solid governance models and processes, a durable and useful Enterprise Architecture framework will usually emerge by itself, if not actually identified and managed as such. The transition from planning collaboration to actual coordination, where the program plan, schedule and resources become synchronized and aligned to other investments in the organization portfolio, is where EA methods and artifacts appear and become most useful. The actual scope and use of these artifacts, in the context of this project, can then set the stage for the most desirable, helpful and pragmatic form of the now-maturing EA framework and community of practice. Considering or starting a hybrid-IT or hybrid-cloud initiative? Running into some complex relationship challenges? This is the perfect time to take advantage of your new, growing or possibly latent Enterprise Architecture practice.

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Richard Lefebvre
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. 

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  • Thinking differently about BI delivery

    - by jamiet
    My day job involves implementing Business Intelligence (BI) solutions which, as I have said before, is simply about giving people the information they need to do their jobs. I’m always interested in learning about new ways of achieving that aim and that is my motivation for writing blog entries that are not concerned with SQL or SQL Server per se. Implementing BI systems usually involves hacking together a bunch third party products with some in-house “glue” and delivering information using some shiny, expensive web-based front-end tool; the list of vendors that supply such tools is big and ever-growing. No doubt these tools have their place and of late I have started to wonder whether they can be supplemented with different ways of delivering information. The problem I have with these separate web-based tools is exactly that – they are separate web-based tools. What’s the problem with that you might ask? I’ll explain! They force the information worker to go somewhere unfamiliar in order to get the information they need to do their jobs. Would it not be better if we could deliver information into the tools that those information workers are already using and not force them to go somewhere else? I look at the rise of blogging over recent years and I realise that what made them popular is that people can subscribe to RSS feeds and have information pushed to them in their tool of choice rather than them having to go and find the information for themselves in a tool that has been foisted upon them. Would it not be a good idea to adopt the principle of subscription for the benefit of delivering BI information as well? I think it would and in the rest of this blog entry I’ll outline such a scenario where the power of subscription could be used to enhance the delivery of information to information workers. Typical questions that information workers ask might be: What are my year-on-year sales figures? What was my footfall yesterday? How many widgets have I sold so far today? Each of those questions includes a time element and that shouldn’t surprise us, any BI system that I have worked on includes the dimension of time. Now, what do people use to view and organise their time-oriented information? Its not a trick question, they use a calendar and in the enterprise space more often than not that calendar is managed using Outlook. Given then that information workers are already looking at their calendar in Outlook anyway would it not make sense then to deliver information into that same calendar? Of course it would. Calendars are a great way of visualising information such as sales figures. Observe: Just in this single screenshot I have managed to convey a multitude of information. The information worker can see, at a glance, information about hourly/daily/weekly/monthly sales and, moreover, he/she is viewing that information right inside the tool that they use every day. There is no effort on the part of him/her, the information just appears hour after hour, day after day. Taking the idea further, each one of those calendar items could be a mini-dashboard in its own right. Double-clicking on an item could show a plethora of other information about that time slot such as breaking the sales down per region or year-over-year comparisons. Perhaps the title could employ a sparkline? Loads of possibilities. The point is that calendars are a completely natural way to visualise information; we should make more use of them! The real beauty of delivering information using calendars for us BI developers is that it should be so easy. In the case of Outlook we don’t need to write complicated VBA code that can go and manipulate a person’s calendar, simply publishing data in a format that Outlook can understand is sufficient and happily such formats already exist; iCalendar is the accepted format and the even more flexible xCalendar is hopefully on its way as well.   I’d like to make one last point and this one is with my SQL Server hat on. Reporting Services 2008 R2 introduced the ability to publish data as subscribable Atom feeds so it seems logical that it could also be a vehicle for delivering calendar feeds too. If you think this would be a good idea go and vote for it at Publish data as iCalendar feeds and please please please add some comments (especially if you vote it down). Work smarter, not harder! @Jamiet Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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