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  • Big Visible Charts

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

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  • Small adventure game

    - by Nick Rosencrantz
    I'm making a small adventure game where the player can walk through Dungeons and meet scary characters: The whole thing is 20 java classes and I'm making this a standalone frame while it could very well be an applet I don't want to make another applet since I might want to recode this in C/C++ if the game or game engine turns out a success. The engine is the most interesting part of the game, it controls players and computer-controlled characters such as Zombies, Reptile Warriors, Trolls, Necromancers, and other Persons. These persons can sleep or walk around in the game and also pick up and move things. I didn't add many things so I suppose that is the next thing to do is to add things that can get used now that I already added many different types of walking persons. What do you think I should add and do with things in the game? The things I have so far is: package adventure; /** * The data type for things. Subclasses will be create that takes part of the story */ public class Thing { /** * The name of the Thing. */ public String name; /** * @param name The name of the Thing. */ Thing( String name ) { this.name = name; } } public class Scroll extends Thing { Scroll (String name) { super(name); } } class Key extends Thing { Key (String name) { super(name); } } The key is the way to win the game if you figure our that you should give it to a certain person and the scroll can protect you from necromancers and trolls. If I make this game more Dungeons and Dragons-inspired, do you think will be any good? Any other ideas that you think I could use here? The Threadwhich steps time forward and wakes up persons is called simulation. Do you think I could do something more advanced with this class? package adventure; class Simulation extends Thread { private PriorityQueue Eventqueue; Simulation() { Eventqueue = new PriorityQueue(); start(); } public void wakeMeAfter(Wakeable SleepingObject, double time) { Eventqueue.enqueue(SleepingObject, System.currentTimeMillis()+time); } public void run() { while(true) { try { sleep(5); //Sov i en halv sekund if (Eventqueue.getFirstTime() <= System.currentTimeMillis()) { ((Wakeable)Eventqueue.getFirst()).wakeup(); Eventqueue.dequeue(); } } catch (InterruptedException e ) { } } } } And here is the class that makes up the actual world: package adventure; import java.awt.*; import java.net.URL; /** * Subklass to World that builds up the Dungeon World. */ public class DungeonWorld extends World { /** * * @param a Reference to adventure game. * */ public DungeonWorld(Adventure a) { super ( a ); // Create all places createPlace( "Himlen" ); createPlace( "Stairs3" ); createPlace( "IPLab" ); createPlace( "Dungeon3" ); createPlace( "Stairs5" ); createPlace( "C2M2" ); createPlace( "SANS" ); createPlace( "Macsal" ); createPlace( "Stairs4" ); createPlace( "Dungeon2" ); createPlace( "Datorsalen" ); createPlace( "Dungeon");//, "Ljushallen.gif" ); createPlace( "Cola-automaten", "ColaAutomat.gif" ); createPlace( "Stairs2" ); createPlace( "Fable1" ); createPlace( "Dungeon1" ); createPlace( "Kulverten" ); // Create all connections between places connect( "Stairs3", "Stairs5", "Down", "Up" ); connect( "Dungeon3", "SANS", "Down", "Up" ); connect( "Dungeon3", "IPLab", "West", "East" ); connect( "IPLab", "Stairs3", "West", "East" ); connect( "Stairs5", "Stairs4", "Down", "Up" ); connect( "Macsal", "Stairs5", "South", "Norr" ); connect( "C2M2", "Stairs5", "West", "East" ); connect( "SANS", "C2M2", "West", "East" ); connect( "Stairs4", "Dungeon", "Down", "Up" ); connect( "Datorsalen", "Stairs4", "South", "Noth" ); connect( "Dungeon2", "Stairs4", "West", "East" ); connect( "Dungeon", "Stairs2", "Down", "Up" ); connect( "Dungeon", "Cola-automaten", "South", "North" ); connect( "Stairs2", "Kulverten", "Down", "Up" ); connect( "Stairs2", "Fable1", "East", "West" ); connect( "Fable1", "Dungeon1", "South", "North" ); // Add things // --- Add new things here --- getPlace("Cola-automaten").addThing(new CocaCola("Ljummen cola")); getPlace("Cola-automaten").addThing(new CocaCola("Avslagen Cola")); getPlace("Cola-automaten").addThing(new CocaCola("Iskall Cola")); getPlace("Cola-automaten").addThing(new CocaCola("Cola Light")); getPlace("Cola-automaten").addThing(new CocaCola("Cuba Cola")); getPlace("Stairs4").addThing(new Scroll("Scroll")); getPlace("Dungeon3").addThing(new Key("Key")); Simulation sim = new Simulation(); // Load images to be used as appearance-parameter for persons Image studAppearance = owner.loadPicture( "Person.gif" ); Image asseAppearance = owner.loadPicture( "Asse.gif" ); Image trollAppearance = owner.loadPicture( "Loke.gif" ); Image necromancerAppearance = owner.loadPicture( "Necromancer.gif" ); Image skeletonAppearance = owner.loadPicture( "Reptilewarrior.gif" ); Image reptileAppearance = owner.loadPicture( "Skeleton.gif" ); Image zombieAppearance = owner.loadPicture( "Zombie.gif" ); // --- Add new persons here --- new WalkingPerson(sim, this, "Peter", studAppearance); new WalkingPerson(sim, this, "Zombie", zombieAppearance ); new WalkingPerson(sim, this, "Zombie", zombieAppearance ); new WalkingPerson(sim, this, "Skeleton", skeletonAppearance ); new WalkingPerson(sim, this, "John", studAppearance ); new WalkingPerson(sim, this, "Skeleton", skeletonAppearance ); new WalkingPerson(sim, this, "Skeleton", skeletonAppearance ); new WalkingPerson(sim, this, "Skeleton", skeletonAppearance ); new WalkingPerson(sim, this, "Sean", studAppearance ); new WalkingPerson(sim, this, "Reptile", reptileAppearance ); new LabAssistant(sim, this, "Kate", asseAppearance); new LabAssistant(sim, this, "Jenna", asseAppearance); new Troll(sim, this, "Troll", trollAppearance); new Necromancer(sim, this, "Necromancer", necromancerAppearance); } /** * * The place where persons are placed by default * *@return The default place. * */ public Place defaultPlace() { return getPlace( "Datorsalen" ); } private void connect( String p1, String p2, String door1, String door2) { Place place1 = getPlace( p1 ); Place place2 = getPlace( p2 ); place1.addExit( door1, place2 ); place2.addExit( door2, place1 ); } } Thanks

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  • Evaluating Solutions to Manage Product Compliance? Don't Wait Much Longer

    - by Kerrie Foy
    Depending on severity, product compliance issues can cause all sorts of problems from run-away budgets to business closures. But effective policies and safeguards can create a strong foundation for innovation, productivity, market penetration and competitive advantage. If you’ve been putting off a systematic approach to product compliance, it is time to reconsider that decision, or indecision. Why now?  No matter what industry, companies face a litany of worldwide and regional regulations that require proof of product compliance and environmental friendliness for market access.  For example, Restriction of Hazardous Substances (RoHS) is a regulation that restricts the use of six dangerous materials used in the manufacture of electronic and electrical equipment.  ROHS was originally adopted by the European Union in 2003 for implementation in 2006, and it has evolved over time through various regional versions for North America, China, Japan, Korea, Norway and Turkey.  In addition, the RoHS directive allowed for material exemptions used in Medical Devices, but that exemption ends in 2014.   Additional regulations worth watching are the Battery Directive, Waste Electrical and Electronic Equipment (WEEE), and Registration, Evaluation, Authorization and Restriction of Chemicals (REACH) directives.  Additional evolving regulations are coming from governing bodies like the Food and Drug Administration (FDA) and the International Organization for Standardization (ISO). Corporate sustainability initiatives are also gaining urgency and influencing product design. In a survey of 405 corporations in the Global 500 by Carbon Disclosure Project, co-written by PwC (CDP Global 500 Climate Change Report 2012 entitled Business Resilience in an Uncertain, Resource-Constrained World), 48% of the respondents indicated they saw potential to create new products and business services as a response to climate change. Just 21% reported a dedicated budget for the research. However, the report goes on to explain that those few companies are winning over new customers and driving additional profits by exploiting their abilities to adapt to environmental needs. The article cites Dell as an example – Dell has invested in research to develop new products designed to reduce its customers’ emissions by more than 10 million metric tons of CO2e per year. This reduction in emissions should save Dell’s customers over $1billion per year as a result! Over time we expect to see many additional companies prove that eco-design provides marketplace benefits through differentiation and direct customer value. How do you meet compliance requirements and also successfully invest in eco-friendly designs? No doubt companies struggle to answer this question. After all, the journey to get there may involve transforming business models, go-to-market strategies, supply networks, quality assurance policies and compliance processes per the rapidly evolving global and regional directives. There may be limited executive focus on the initiative, inability to quantify noncompliance, or not enough resources to justify investment. To make things even more difficult to address, compliance responsibility can be a passionate topic within an organization, making the prospect of change on an enterprise scale problematic and time-consuming. Without a single source of truth for product data and without proper processes in place, ensuring product compliance burgeons into a crushing task that is cost-prohibitive and overwhelming to an organization. With all the overhead, certain markets or demographics become simply inaccessible. Therefore, the risk to consumer goodwill and satisfaction, revenue, business continuity, and market potential is too great not to solve the compliance challenge. Companies are beginning to adapt and even thrive in today’s highly regulated and transparent environment by implementing systematic approaches to product compliance that are more than functional bandages but revenue-generating engines. Consider partnering with Oracle to help you address your compliance needs. Many of the world’s most innovative leaders and pioneers are leveraging Oracle’s Agile Product Lifecycle Management (PLM) portfolio of enterprise applications to manage the product value chain, centralize product data, automate processes, and launch more eco-friendly products to market faster.   Particularly, the Agile Product Governance & Compliance (PG&C) solution provides out-of-the-box functionality to integrate actionable regulatory information into the enterprise product record from the ideation to the disposal/recycling phase. Agile PG&C makes it possible to efficiently manage compliance per corporate green initiatives as well as regional and global directives. Options are critical, but so is ease-of-use. Anyone who’s grappled with compliance policy knows legal interpretation plays a major role in determining how an organization responds to regulation. Agile PG&C gives you the freedom to configure product compliance per your needs, while maintaining rigorous control over the product record in an easy-to-use interface that facilitates adoption efforts. It allows you to assign regulations as specifications for a part or BOM roll-up. Each specification has a threshold value that alerts you to a non-compliance issue if the threshold value is exceeded. Set however many regulations as specifications you need to make sure a product can be sold in your target countries. Another option is to implement like one of our leading consumer electronics customers and define your own “catch-all” specification to ensure compliance in all markets. You can give your suppliers secure access to enter their component data or integrate a third party’s data. With Agile PG&C you are able to design compliance earlier into your products to reduce cost and improve quality downstream when stakes are higher. Agile PG&C is a comprehensive solution that makes product compliance more reliable and efficient. Throughout product lifecycles, use the solution to support full material disclosures, efficiently manage declarations with your suppliers, feed compliance data into a corrective action if a product must be changed, and swiftly satisfy audits by showing all due diligence tracked in one solution. Given the compounding regulation and consumer focus on urgent environmental issues, now is the time to act. Implementing an enterprise, systematic approach to product compliance is a competitive investment. From the start, Agile Product Governance & Compliance enables companies to confidently design for compliance and sustainability, reduce the cost of compliance, minimize the risk of business interruption, deliver responsible products, and inspire new innovation.  Don’t wait any longer! To find out more about Agile Product Governance & Compliance download the data sheet, contact your sales representative, or call Oracle at 1-800-633-0738. Many thanks to Shane Goodwin, Senior Manager, Oracle Agile PLM Product Management, for contributions to this article. 

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  • Design for complex ATG applications

    - by Glen Borkowski
    Overview Needless to say, some ATG applications are more complex than others.  Some ATG applications support a single site, single language, single catalog, single currency, have a single development staff, single business team, and a relatively simple business model.  The real complex applications have to support multiple sites, multiple languages, multiple catalogs, multiple currencies, a couple different development teams, multiple business teams, and a highly complex business model (and processes to go along with it).  While it's still important to implement a proper design for simple applications, it's absolutely critical to do this for the complex applications.  Why?  It's all about time and money.  If you are unable to manage your complex applications in an efficient manner, the cost of managing it will increase dramatically as will the time to get things done (time to market).  On the positive side, your competition is most likely in the same situation, so you just need to be more efficient than they are. This article is intended to discuss a number of key areas to think about when designing complex applications on ATG.  Some of this can get fairly technical, so it may help to get some background first.  You can get enough of the required background information from this post.  After reading that, come back here and follow along. Application Design Of all the various types of ATG applications out there, the most complex tend to be the ones in the telecommunications industry - especially the ones which operate in multiple countries.  To get started, let's assume that we are talking about an application like that.  One that has these properties: Operates in multiple countries - must support multiple sites, catalogs, languages, and currencies The organization is fairly loosely-coupled - single brand, but different businesses across different countries There is some common functionality across all sites in all countries There is some common functionality across different sites within the same country Sites within a single country may have some unique functionality - relative to other sites in the same country Complex product catalog (mostly in terms of bundles, eligibility, and compatibility) At this point, I'll assume you have read through the required reading and have a decent understanding of how ATG modules work... Code / configuration - assemble into modules When it comes to defining your modules for a complex application, there are a number of goals: Divide functionality between the modules in a way that maps to your business Group common functionality 'further down in the stack of modules' Provide a good balance between shared resources and autonomy for countries / sites Now I'll describe a high level approach to how you could accomplish those goals...  Let's start from the bottom and work our way up.  At the very bottom, you have the modules that ship with ATG - the 'out of the box' stuff.  You want to make sure that you are leveraging all the modules that make sense in order to get the most value from ATG as possible - and less stuff you'll have to write yourself.  On top of the ATG modules, you should create what we'll refer to as the Corporate Foundation Module described as follows: Sits directly on top of ATG modules Used by all applications across all countries and sites - this is the foundation for everyone Contains everything that is common across all countries / all sites Once established and settled, will change less frequently than other 'higher' modules Encapsulates as many enterprise-wide integrations as possible Will provide means of code sharing therefore less development / testing - faster time to market Contains a 'reference' web application (described below) The next layer up could be multiple modules for each country (you could replace this with region if that makes more sense).  We'll define those modules as follows: Sits on top of the corporate foundation module Contains what is unique to all sites in a given country Responsible for managing any resource bundles for this country (to handle multiple languages) Overrides / replaces corporate integration points with any country-specific ones Finally, we will define what should be a fairly 'thin' (in terms of functionality) set of modules for each site as follows: Sits on top of the country it resides in module Contains what is unique for a given site within a given country Will mostly contain configuration, but could also define some unique functionality as well Contains one or more web applications The graphic below should help to indicate how these modules fit together: Web applications As described in the previous section, there are many opportunities for sharing (minimizing costs) as it relates to the code and configuration aspects of ATG modules.  Web applications are also contained within ATG modules, however, sharing web applications can be a bit more difficult because this is what the end customer actually sees, and since each site may have some degree of unique look & feel, sharing becomes more challenging.  One approach that can help is to define a 'reference' web application at the corporate foundation layer to act as a solid starting point for each site.  Here's a description of the 'reference' web application: Contains minimal / sample reference styling as this will mostly be addressed at the site level web app Focus on functionality - ensure that core functionality is revealed via this web application Each individual site can use this as a starting point There may be multiple types of web apps (i.e. B2C, B2B, etc) There are some techniques to share web application assets - i.e. multiple web applications, defined in the web.xml, and it's worth investigating, but is out of scope here. Reference infrastructure In this complex environment, it is assumed that there is not a single infrastructure for all countries and all sites.  It's more likely that different countries (or regions) could have their own solution for infrastructure.  In this case, it will be advantageous to define a reference infrastructure which contains all the hardware and software that make up the core environment.  Specifications and diagrams should be created to outline what this reference infrastructure looks like, as well as it's baseline cost and the incremental cost to scale up with volume.  Having some consistency in terms of infrastructure will save time and money as new countries / sites come online.  Here are some properties of the reference infrastructure: Standardized approach to setup of hardware Type and number of servers Defines application server, operating system, database, etc... - including vendor and specific versions Consistent naming conventions Provides a consistent base of terminology and understanding across environments Defines which ATG services run on which servers Production Staging BCC / Preview Each site can change as required to meet scale requirements Governance / organization It should be no surprise that the complex application we're talking about is backed by an equally complex organization.  One of the more challenging aspects of efficiently managing a series of complex applications is to ensure the proper level of governance and organization.  Here are some ideas and goals to work towards: Establish a committee to make enterprise-wide decisions that affect all sites Representation should be evenly distributed Should have a clear communication procedure Focus on high level business goals Evaluation of feature / function gaps and how that relates to ATG release schedule / roadmap Determine when to upgrade & ensure value will be realized Determine how to manage various levels of modules Who is responsible for maintaining corporate / country / site layers Determine a procedure for controlling what goes in the corporate foundation module Standardize on source code control, database, hardware, OS versions, J2EE app servers, development procedures, etc only use tested / proven versions - this is something that should be centralized so that every country / site does not have to worry about compatibility between versions Create a innovation team Quickly develop new features, perform proof of concepts All teams can benefit from their findings Summary At this point, it should be clear why the topics above (design, governance, organization, etc) are critical to being able to efficiently manage a complex application.  To summarize, it's all about competitive advantage...  You will need to reduce costs and improve time to market with the goal of providing a better experience for your end customers.  You can reduce cost by reducing development time, time allocated to testing (don't have to test the corporate foundation module over and over again - do it once), and optimizing operations.  With an efficient design, you can improve your time to market and your business will be more flexible  and agile.  Over time, you'll find that you're becoming more focused on offering functionality that is new to the market (creativity) and this will be rewarded - you're now a leader. In addition to the above, you'll realize soft benefits as well.  Your staff will be operating in a culture based on sharing.  You'll want to reward efforts to improve and enhance the foundation as this will benefit everyone.  This culture will inspire innovation, which can only lend itself to your competitive advantage.

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  • Thoughts on Build 2013

    - by D'Arcy Lussier
    Originally posted on: http://geekswithblogs.net/dlussier/archive/2013/06/30/153294.aspxAnd so another Build conference has come to an end. Below are my thoughts/perspectives on various aspects of the event. I’ll do a separate blog post on my thoughts of the Build message for developers. The Good Moscone center was a great venue for Build! Easy to get around, easy to get to, and well maintained, it was a very comfortable conference venue. Yeah, the free swag was nice. Build has built up an expectation that attendees will always get something; it’ll be interesting to see how Microsoft maintains this expectation over the next few Build events. I still maintain that free swag should never be the main reason one attends an event, and for me this was definitely just an added bonus. I’m planning on trying to use the Surface as a dedicated 2nd device at work for meetings, I’ll share my experiences over the next few months. The hackathon event was a great idea, although personally I couldn’t justify spending the money on a conference registration just to spend the entire conference coding. Still, the apps that were created were really great and there was a lot of passion and excitement around the hackathon. I wonder if they couldn’t have had the hackathon on the Monday/Tuesday for those that wanted to participate so they didn’t miss any of the actual conference over Wed/Thurs. San Francisco was a great city to host Build. Getting from hotels to the conference center was very easy (well especially for me, I was only 3 blocks away) and the city itself felt very safe. However, if I never have to fly into SFO again I’ll be alright with that! Delays going into and out of SFO and both apparently were due to the airport itself. The Bad Build is one of those oddities on the conference landscape where people will pay to commit to attending an event without knowing anything about the sessions. We got our list of conference sessions when we registered on Tuesday, not before. And even then, we only got titles and not descriptions (those were eventually made available via the conference’s mobile application). I get it…they’re going to make announcements and they don’t want to give anything away through the session titles. But honestly, there wasn’t anything in the session titles that I would have considered a surprise. Breakfasts were brutal. High-carb pastries, donuts, and muffins with fruit and hard boiled eggs does not a conference breakfast make. I can’t believe that the difference between a continental breakfast per person and a hot breakfast buffet would have been a huge impact to a conference fee that was already around $2000. The vendor area was anemic. I don’t know why Microsoft forces the vendors into cookie-cutter booth areas (this year they were all made of plywood material). WPC, TechEd – booth areas there allow the vendors to be creative with their displays. Not so much for Build. Really odd was the lack of Microsoft’s own representation around Bing. In the day 1 keynote Microsoft made a big deal about Bing as an API. Yet there was nobody in the vendor area set up to provide more information or have discussions with about the Bing API. The Ugly Our name badges were NFC enabled. The purpose of this, beyond the vendors being able to scan your info, wasn’t really made clear. An attendee I talked to showed how you could get a reader app on your phone so you can scan other members cards and collect their contact info – which is a kewl idea; business cards are so 1990’s. But I was *shocked* at the amount of information that was on our name badges! Here’s what’s displayed on our name badge: - Name - Company - Twitter Handle I’m ok with that. But here’s what actually gets read: - Name - Company - Address Used for Registration - Phone Number Used for Registration So sharing that info with another attendee, they get way more of my info than just how to find me on Twitter! Microsoft, you need to fix this for the future. If vendors want to collect information on attendees, they should be able to collect an ID from the badge, then get a report with corresponding records afterwards. My personal information should not be so readily available, and without my knowledge! Final Verdict Maybe its my older age, maybe its where I’m at in life with family, maybe its where I’m at in my career, but when I consider whether a conference experience was valuable I get to the core reason I attend: opportunities to learn, opportunities to network, opportunities to engage with Microsoft. Opportunities to Learn:  Sessions I attended were generally OK, with some really stand out ones on Day 2. I would love to see Microsoft adopt the Dojo format for a portion of their sessions. Hands On Labs are dull, lecture style sessions are great for information sharing. But a guided hands-on coding session (Read: Dojo) provides the best of both worlds. Being that all content is publically available online to everyone (Build attendee or not), the value of attending the conference sessions is decreased. The value though is in the discussions that take part in person afterwards, which leads to… Opportunities to Network: I enjoyed getting together with old friends and connecting with Twitter friends in person for the first time. I also had an opportunity to meet total strangers. So from a networking perspective, Build was fantastic! I still think it would have been great to have an area for ad-hoc discussions – where speakers could announce they’d be available for more questions after their sessions, or attendees who wanted to discuss more in depth on a topic with other attendees could arrange space. Some people have no problems being outgoing and making these things happen, but others are not and a structured model is more attractive. Opportunities to Engage with Microsoft: Hit and miss on this one. Outside of the vendor area, unless you cornered or reached out to a speaker, there wasn’t any defined way to connect with blue badges. And as I mentioned above, Microsoft didn’t have full representation in the vendor area (no Bing). All in all, Build was a fun party where I was informed about some new stuff and got some free swag. Was it worth the time away from home and the hit to my PD budget? I’d say Somewhat. Build is a great informational conference, but I wouldn’t call it a learning conference. Considering that TechEd seems to be moving to more of an IT Pro focus, independent developer conferences seem to be the best value for those looking to learn and not just be informed. With the rapid development cycle Microsoft is embracing, we’re already seeing Build happening twice within a 12 month period. If that continues, the value of attending Build in person starts to diminish – especially with so much content available online. If Microsoft wants Build to be a must-attend event in the future, they need to start incorporating aspects of Tech Ed, past PDCs, and other conferences so those that want to leave with more than free swag have something to attract them.

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  • 5 Best Practices - Laying the Foundation for WebCenter Projects

    - by Kellsey Ruppel
    Today’s guest post comes from Oracle WebCenter expert John Brunswick. John specializes in enterprise portal and content management solutions and actively contributes to the enterprise software business community and has authored a series of articles about optimal business involvement in portal, business process management and SOA development, examining ways of helping organizations move away from monolithic application development. We’re happy to have John join us today! Maximizing success with Oracle WebCenter portal requires a strategic understanding of Oracle WebCenter capabilities.  The following best practices enable the creation of portal solutions with minimal resource overhead, while offering the greatest flexibility for progressive elaboration. They are inherently project agnostic, enabling a strong foundation for future growth and an expedient return on your investment in the platform.  If you are able to embrace even only a few of these practices, you will materially improve your deployment capability with WebCenter. 1. Segment Duties Around 3Cs - Content, Collaboration and Contextual Data "Agility" is one of the most common business benefits touted by modern web platforms.  It sounds good - who doesn't want to be Agile, right?  How exactly IT organizations go about supplying agility to their business counterparts often lacks definition - hamstrung by ambiguity. Ultimately, businesses want to benefit from reduced development time to deliver a solution to a particular constituent, which is augmented by as much self-service as possible to develop and manage the solution directly. All done in the absence of direct IT involvement. With Oracle WebCenter's depth in the areas of content management, pallet of native collaborative services, enterprise mashup capability and delegated administration, it is very possible to execute on this business vision at a technical level. To realize the benefits of the platform depth we can think of Oracle WebCenter's segmentation of duties along the lines of the 3 Cs - Content, Collaboration and Contextual Data.  All three of which can have their foundations developed by IT, then provisioned to the business on a per role basis. Content – Oracle WebCenter benefits from an extremely mature content repository.  Work flow, audit, notification, office integration and conversion capabilities for documents (HTML & PDF) make this a haven for business users to take control of content within external and internal portals, custom applications and web sites.  When deploying WebCenter portal take time to think of areas in which IT can provide the "harness" for content to reside, then allow the business to manage any content items within the site, using the content foundation to ensure compliance with business rules and process.  This frees IT to work on more mission critical challenges and allows the business to respond in short order to emerging market needs. Collaboration – Native collaborative services and WebCenter spaces are a perfect match for business users who are looking to enable document sharing, discussions and social networking.  The ability to deploy the services is granular and on the basis of roles scoped to given areas of the system - much like the first C “content”.  This enables business analysts to design the roles required and IT to provision with peace of mind that users leveraging the collaborative services are only able to do so in explicitly designated areas of a site. Bottom line - business will not need to wait for IT, but cannot go outside of the scope that has been defined based on their roles. Contextual Data – Collaborative capabilities are most powerful when included within the context of business data.  The ability to supply business users with decision shaping data that they can include in various parts of a portal or portals, just as they would with content items, is one of the most powerful aspects of Oracle WebCenter.  Imagine a discussion about new store selection for a retail chain that re-purposes existing information from business intelligence services about various potential locations and or custom backend systems - presenting it directly in the context of the discussion.  If there are some data sources that are preexisting in your enterprise take a look at how they can be made into discrete offerings within the portal, then scoped to given business user roles for inclusion within collaborative activities. 2. Think Generically, Execute Specifically Constructs.  Anyone who has spent much time around me knows that I am obsessed with this word.  Why? Because Constructs offer immense power - more than APIs, Web Services or other technical capability. Constructs offer organizations the ability to leverage a platform's native characteristics to offer substantial business functionality - without writing code.  This concept becomes more powerful with the additional understanding of the concepts from the platform that an organization learns over time.  Let's take a look at an example of where an Oracle WebCenter construct can substantially reduce the time to get a subscription-based site out the door and into the hands of the end consumer. Imagine a site that allows members to subscribe to specific disciplines to access information and application data around that various discipline.  A space is a collection of secured pages within Oracle WebCenter.  Spaces are not only secured, but also default content stored within it to be scoped automatically to that space. Taking this a step further, Oracle WebCenter’s Activity Stream surfaces events, discussions and other activities that are scoped to the given user on the basis of their space affiliations.  In order to have a portal that would allow users to "subscribe" to information around various disciplines - spaces could be used out of the box to achieve this capability and without using any APIs or low level technical work to achieve this. 3. Make Governance Work for You Imagine driving down the street without the painted lines on the road.  The rules of the road are so ingrained in our minds, we often do not think about the process, but seemingly mundane lane markers are critical enablers. Lane markers allow us to travel at speeds that would be impossible if not for the agreed upon direction of flow. Additionally and more importantly, it allows people to act autonomously - going where they please at any given time. The return on the investment for mobility is high enough for people to buy into globally agreed up governance processes. In Oracle WebCenter we can use similar enablers to lane markers.  Our goal should be to enable the flow of information and provide end users with the ability to arrive at business solutions as needed, not on the basis of cumbersome processes that cannot meet the business needs in a timely fashion. How do we do this? Just as with "Segmentation of Duties" Oracle WebCenter technologies offer the opportunity to compartmentalize various business initiatives from each other within the system due to constructs and security that are available to use within the platform. For instance, when a WebCenter space is created, any content added within that space by default will be secured to that particular space and inherits meta data that is associated with a folder created for the space. Oracle WebCenter content uses meta data to support a broad range of rich ECM functionality and can automatically impart retention, workflow and other policies automatically on the basis of what has been defaulted for that space. Depending on your business needs, this paradigm will also extend to sub sections of a space, offering some interesting possibilities to enable automated management around content. An example may be press releases within a particular area of an extranet that require a five year retention period and need to the reviewed by marketing and legal before release.  The underlying content system will transparently take care of this process on the basis of the above rules, enabling peace of mind over unstructured data - which could otherwise become overwhelming. 4. Make Your First Project Your Second Imagine if Michael Phelps was competing in a swimming championship, but told right before his race that he had to use a brand new stroke.  There is no doubt that Michael is an outstanding swimmer, but chances are that he would like to have some time to get acquainted with the new stroke. New technologies should not be treated any differently.  Before jumping into the deep end it helps to take time to get to know the new approach - even though you may have been swimming thousands of times before. To quickly get a handle on Oracle WebCenter capabilities it can be helpful to deploy a sandbox for the team to use to share project documents, discussions and announcements in an effort to help the actual deployment get under way, while increasing everyone’s knowledge of the platform and its functionality that may be helpful down the road. Oracle Technology Network has made a pre-configured virtual machine available for download that can be a great starting point for this exercise. 5. Get to Know the Community If you are reading this blog post you have most certainly faced a software decision or challenge that was solved on the basis of a small piece of missing critical information - which took substantial research to discover.  Chances were also good that somewhere, someone had already come across this information and would have been excited to share it. There is no denying the power of passionate, connected users, sharing key tips around technology.  The Oracle WebCenter brand has a rich heritage that includes industry-leading technology and practitioners.  With the new Oracle WebCenter brand, opportunities to connect with these experts has become easier. Oracle WebCenter Blog Oracle Social Enterprise LinkedIn WebCenter Group Oracle WebCenter Twitter Oracle WebCenter Facebook Oracle User Groups Additionally, there are various Oracle WebCenter related blogs by an excellent grouping of services partners.

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  • Visiting the Fire Station in Coromandel

    Hm, I just tried to remember how we actually came up with this cool idea... but it's already too blurred and it doesn't really matter after all. Anyway, if I remember correctly (IIRC), it happened during one of the Linux meetups at Mugg & Bean, Bagatelle where Ajay and I brought our children along and we had a brief conversation about how cool it would be to check out one of the fire stations here in Mauritius. We both thought that it would be a great experience and adventure for the little ones. An idea takes shape And there we go, down the usual routine these... having an idea, checking out the options and discussing who's doing what. Except this time, it was all up to Ajay, and he did a fantastic job. End of August, he told me that he got in touch with one of his friends which actually works as a fire fighter at the station in Coromandel and that there could be an option to come and visit them (soon). A couple of days later - Confirmed! Be there, and in time... What time? Anyway, doesn't really matter... Everything was settled and arranged. I asked the kids on Friday afternoon if they might be interested to see the fire engines and what a fire fighter is doing. Of course, they were all in! Getting up early on Sunday morning isn't really a regular exercise for all of us but everything went smooth and after a short breakfast it was time to leave. Where are we going? Are we there yet? Now, we are in Bambous. Why do you go this way? The kids were so much into it. Absolutely amazing to see their excitement. Are we there yet? Well, we went through the sugar cane fields towards Chebel and then down into the industrial zone at Coromandel. Honestly, I had a clue where the fire station is located but having Google Maps in reach that shouldn't be a problem in case that we might get lost. But my worries were washed away when our children guided us... "There! Over there are the fire engines! We have to turn left, dad." - No comment, the kids were right! As we were there a little bit too early, we parked the car and the kids started to explore the area and outskirts of the fire station. Some minutes later, as if we had placed an order a unit of two cars had to go out for an alarm and the kids could witness them leaving as closely as possible. Sirens on and wow!!! Ladder truck L32 - MAN truck with Rosenbauer built-up and equipment by Metz Taking the tour Ajay arrived shortly after that and guided us finally inside the station to meet with his pal. The three guys were absolutely well-prepared and showed us around in the hall, explaining that there two units out at the moment. But the ladder truck (with max. 32m expandable height) was still around we all got a great insight into the technique and equipment on the vehicle. It was amazing to see all three kids listening to Mambo as give some figures about the truck and how the fire fighters are actually it. The children and 'our' fire fighters of the day had great fun with the various fire engines Absolutely fantastic that the children were allowed to experience this - we had so much fun! Ajay's son brought two of his toy fire engines along, shared them with ours, and they all played very well together. As a parent it was really amazing to see them at such an ease. Enough theory Shortly afterwards the ladder truck was moved outside, got stabilised and ready to go for 'real-life' exercising. With the additional equipment of safety helmets, security belts and so on, we all got a first-hand impression about how it could be as a fire-fighter. Actually, I was totally amazed by the curiousity and excitement of my BWE. She was really into it and asked lots of interesting questions - in general but also technical. And while our fighters were busy with Ajay and family, I gave her some more details and explanations about the truck, the expandable ladder, the safety cage at the top and other equipment available. Safety first! No exceptions and always be prepared for the worst case... Also, the equipped has been checked prior to excuse - This is your life saver... Hooked up and ready to go... ...of course not too high. This is just a demonstration - and 32 meters above ground isn't for everyone. Well, after that it was me that had the asking looks on me, and I finally revealed to the local fire fighters that I was in the auxiliary fire brigade, more precisely in the hazard department, for more than 10 years. So not a professional fire fighter but at least a passionate and educated one as them. Inside the station Our fire fighters really took their time to explain their daily job to kids, provided them access to operation seat on the ladder truck and how the truck cabin is actually equipped with the different radios and so on. It was really a great time. Later on we had a brief tour through the building itself, and again all of our questions were answered. We had great fun and started to joke about bits and pieces. For me it was also very interesting to see the comparison between the fire station here in Mauritius and the ones I have been to back in Germany. Amazing to see them completely captivated in the play - the children had lots of fun! Also, that there are currently ten fire stations all over the island, plus two additional but private ones at the airport and at the harbour. The newest one is actually down in Black River on the west coast because the time from Quatre Bornes takes too long to have any chance of an effective alarm at all. IMHO, a very good decision as time is the most important factor in getting fire incidents under control. After all it was great experience for all of us, especially for the children to see and understand that their toy trucks are only copies of the real thing and that the job of a (professional) fire fighter is very important in our society. Don't forget that those guys run into the danger zone while you're trying to get away from it as much as possible. Another unit just came back from a grass fire - and shortly after they went out again. No time to rest, too much to do! Mauritian Fire Fighters now and (maybe) in the future... Thank you! It was an honour to be around! Thank you to Ajay for organising and arranging this Sunday morning event, and of course of Big Thank You to the three guys that took some time off to have us at the Fire Station in Coromandel and guide us through their daily job! And remember to call 115 in case of emergencies!

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  • Building an Infrastructure Cloud with Oracle VM for x86 + Enterprise Manager 12c

    - by Richard Rotter
    Cloud Computing? Everyone is talking about Cloud these days. Everyone is explaining how the cloud will help you to bring your service up and running very fast, secure and with little effort. You can find these kinds of presentations at almost every event around the globe. But what is really behind all this stuff? Is it really so simple? And the answer is: Yes it is! With the Oracle SW Stack it is! In this post, I will try to bring this down to earth, demonstrating how easy it could be to build a cloud infrastructure with Oracle's solution for cloud computing.But let me cover some basics first: How fast can you build a cloud?How elastic is your cloud so you can provide new services on demand? How much effort does it take to monitor and operate your Cloud Infrastructure in order to meet your SLAs?How easy is it to chargeback for your services provided? These are the critical success factors of Cloud Computing. And Oracle has an answer to all those questions. By using Oracle VM for X86 in combination with Enterprise Manager 12c you can build and control your cloud environment very fast and easy. What are the fundamental building blocks for your cloud? Oracle Cloud Building Blocks #1 Hardware Surprise, surprise. Even the cloud needs to run somewhere, hence you will need hardware. This HW normally consists of servers, storage and networking. But Oracles goes beyond that. There are Optimized Solutions available for your cloud infrastructure. This is a cookbook to build your HW cloud platform. For example, building your cloud infrastructure with blades and our network infrastructure will reduce complexity in your datacenter (Blades with switch network modules, splitter cables to reduce the amount of cables, TOR (Top Of the Rack) switches which are building the interface to your infrastructure environment. Reducing complexity even in the cabling will help you to manage your environment more efficient and with less risk. Of course, our engineered systems fit into the cloud perfectly too. Although they are considered as a PaaS themselves, having the database SW (for Exadata) and the application development environment (for Exalogic) already deployed on them, in general they are ideal systems to enable you building your own cloud and PaaS infrastructure. #2 Virtualization The next missing link in the cloud setup is virtualization. For me personally, it's one of the most hidden "secret", that oracle can provide you with a complete virtualization stack in terms of a hypervisor on both architectures: X86 and Sparc CPUs. There is Oracle VM for X86 and Oracle VM for Sparc available at no additional  license costs if your are running this virtualization stack on top of Oracle HW (and with Oracle Premier Support for HW). This completes the virtualization portfolio together with Solaris Zones introduced already with Solaris 10 a few years ago. Let me explain how Oracle VM for X86 works: Oracle VM for x86 consists of two main parts: - The Oracle VM Server: Oracle VM Server is installed on bare metal and it is the hypervisor which is able to run virtual machines. It has a very small footprint. The ISO-Image of Oracle VM Server is only 200MB large. It is very small but efficient. You can install a OVM-Server in less than 5 mins by booting the Server with the ISO-Image assigned and providing the necessary configuration parameters (like installing an Linux distribution). After the installation, the OVM-Server is ready to use. That's all. - The Oracle VM-Manager: OVM-Manager is the central management tool where you can control your OVM-Servers. OVM-Manager provides the graphical user interface, which is an Application Development Framework (ADF) application, with a familiar web-browser based interface, to manage Oracle VM Servers, virtual machines, and resources. The Oracle VM Manager has the following capabilities: Create virtual machines Create server pools Power on and off virtual machines Manage networks and storage Import virtual machines, ISO files, and templates Manage high availability of Oracle VM Servers, server pools, and virtual machines Perform live migration of virtual machines I want to highlight one of the goodies which you can use if you are running Oracle VM for X86: Preconfigured, downloadable Virtual Machine Templates form edelivery With these templates, you can download completely preconfigured Virtual Machines in your environment, boot them up, configure them at first time boot and use it. There are templates for almost all Oracle SW and Applications (like Fusion Middleware, Database, Siebel, etc.) available. #3) Cloud Management The management of your cloud infrastructure is key. This is a day-to-day job. Acquiring HW, installing a virtualization layer on top of it is done just at the beginning and if you want to expand your infrastructure. But managing your cloud, keeping it up and running, deploying new services, changing your chargeback model, etc, these are the daily jobs. These jobs must be simple, secure and easy to manage. The Enterprise Manager 12c Cloud provides this functionality from one management cockpit. Enterprise Manager 12c uses Oracle VM Manager to control OVM Serverpools. Once you registered your OVM-Managers in Enterprise Manager, then you are able to setup your cloud infrastructure and manage everything from Enterprise Manager. What you need to do in EM12c is: ">Register your OVM Manager in Enterprise ManagerAfter Registering your OVM Manager, all the functionality of Oracle VM for X86 is also available in Enterprise Manager. Enterprise Manager works as a "Manger" of the Manager. You can register as many OVM-Managers you want and control your complete virtualization environment Create Roles and Users for your Self Service Portal in Enterprise ManagerWith this step you allow users to logon on the Enterprise Manager Self Service Portal. Users can request Virtual Machines in this portal. Setup the Cloud InfrastructureSetup the Quotas for your self service users. How many VMs can they request? How much of your resources ( cpu, memory, storage, network, etc. etc.)? Which SW components (templates, assemblys) can your self service users request? In this step, you basically set up the complete cloud infrastructure. Setup ChargebackOnce your cloud is set up, you need to configure your chargeback mechanism. The Enterprise Manager collects the resources metrics, which are used in a very deep level. Almost all collected Metrics could be used in the chargeback module. You can define chargeback plans based on configurations (charge for the amount of cpu, memory, storage is assigned to a machine, or for a specific OS which is installed) or chargeback on resource consumption (% of cpu used, storage used, etc). Or you can also define a combination of configuration and consumption chargeback plans. The chargeback module is very flexible. Here is a overview of the workflow how to handle infrastructure cloud in EM: Summary As you can see, setting up an Infrastructure Cloud Service with Oracle VM for X86 and Enterprise Manager 12c is really simple. I personally configured a complete cloud environment with three X86 servers and a small JBOD san box in less than 3 hours. There is no magic in it, it is all straightforward. Of course, you have to have some experience with Oracle VM and Enterprise Manager. Experience in setting up Linux environments helps as well. I plan to publish a technical cookbook in the next few weeks. I hope you found this post useful and will see you again here on our blog. Any hints, comments are welcome!

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  • The Sensemaking Spectrum for Business Analytics: Translating from Data to Business Through Analysis

    - by Joe Lamantia
    One of the most compelling outcomes of our strategic research efforts over the past several years is a growing vocabulary that articulates our cumulative understanding of the deep structure of the domains of discovery and business analytics. Modes are one example of the deep structure we’ve found.  After looking at discovery activities across a very wide range of industries, question types, business needs, and problem solving approaches, we've identified distinct and recurring kinds of sensemaking activity, independent of context.  We label these activities Modes: Explore, compare, and comprehend are three of the nine recognizable modes.  Modes describe *how* people go about realizing insights.  (Read more about the programmatic research and formal academic grounding and discussion of the modes here: https://www.researchgate.net/publication/235971352_A_Taxonomy_of_Enterprise_Search_and_Discovery) By analogy to languages, modes are the 'verbs' of discovery activity.  When applied to the practical questions of product strategy and development, the modes of discovery allow one to identify what kinds of analytical activity a product, platform, or solution needs to support across a spread of usage scenarios, and then make concrete and well-informed decisions about every aspect of the solution, from high-level capabilities, to which specific types of information visualizations better enable these scenarios for the types of data users will analyze. The modes are a powerful generative tool for product making, but if you've spent time with young children, or had a really bad hangover (or both at the same time...), you understand the difficult of communicating using only verbs.  So I'm happy to share that we've found traction on another facet of the deep structure of discovery and business analytics.  Continuing the language analogy, we've identified some of the ‘nouns’ in the language of discovery: specifically, the consistently recurring aspects of a business that people are looking for insight into.  We call these discovery Subjects, since they identify *what* people focus on during discovery efforts, rather than *how* they go about discovery as with the Modes. Defining the collection of Subjects people repeatedly focus on allows us to understand and articulate sense making needs and activity in more specific, consistent, and complete fashion.  In combination with the Modes, we can use Subjects to concretely identify and define scenarios that describe people’s analytical needs and goals.  For example, a scenario such as ‘Explore [a Mode] the attrition rates [a Measure, one type of Subject] of our largest customers [Entities, another type of Subject] clearly captures the nature of the activity — exploration of trends vs. deep analysis of underlying factors — and the central focus — attrition rates for customers above a certain set of size criteria — from which follow many of the specifics needed to address this scenario in terms of data, analytical tools, and methods. We can also use Subjects to translate effectively between the different perspectives that shape discovery efforts, reducing ambiguity and increasing impact on both sides the perspective divide.  For example, from the language of business, which often motivates analytical work by asking questions in business terms, to the perspective of analysis.  The question posed to a Data Scientist or analyst may be something like “Why are sales of our new kinds of potato chips to our largest customers fluctuating unexpectedly this year?” or “Where can innovate, by expanding our product portfolio to meet unmet needs?”.  Analysts translate questions and beliefs like these into one or more empirical discovery efforts that more formally and granularly indicate the plan, methods, tools, and desired outcomes of analysis.  From the perspective of analysis this second question might become, “Which customer needs of type ‘A', identified and measured in terms of ‘B’, that are not directly or indirectly addressed by any of our current products, offer 'X' potential for ‘Y' positive return on the investment ‘Z' required to launch a new offering, in time frame ‘W’?  And how do these compare to each other?”.  Translation also happens from the perspective of analysis to the perspective of data; in terms of availability, quality, completeness, format, volume, etc. By implication, we are proposing that most working organizations — small and large, for profit and non-profit, domestic and international, and in the majority of industries — can be described for analytical purposes using this collection of Subjects.  This is a bold claim, but simplified articulation of complexity is one of the primary goals of sensemaking frameworks such as this one.  (And, yes, this is in fact a framework for making sense of sensemaking as a category of activity - but we’re not considering the recursive aspects of this exercise at the moment.) Compellingly, we can place the collection of subjects on a single continuum — we call it the Sensemaking Spectrum — that simply and coherently illustrates some of the most important relationships between the different types of Subjects, and also illuminates several of the fundamental dynamics shaping business analytics as a domain.  As a corollary, the Sensemaking Spectrum also suggests innovation opportunities for products and services related to business analytics. The first illustration below shows Subjects arrayed along the Sensemaking Spectrum; the second illustration presents examples of each kind of Subject.  Subjects appear in colors ranging from blue to reddish-orange, reflecting their place along the Spectrum, which indicates whether a Subject addresses more the viewpoint of systems and data (Data centric and blue), or people (User centric and orange).  This axis is shown explicitly above the Spectrum.  Annotations suggest how Subjects align with the three significant perspectives of Data, Analysis, and Business that shape business analytics activity.  This rendering makes explicit the translation and bridging function of Analysts as a role, and analysis as an activity. Subjects are best understood as fuzzy categories [http://georgelakoff.files.wordpress.com/2011/01/hedges-a-study-in-meaning-criteria-and-the-logic-of-fuzzy-concepts-journal-of-philosophical-logic-2-lakoff-19731.pdf], rather than tightly defined buckets.  For each Subject, we suggest some of the most common examples: Entities may be physical things such as named products, or locations (a building, or a city); they could be Concepts, such as satisfaction; or they could be Relationships between entities, such as the variety of possible connections that define linkage in social networks.  Likewise, Events may indicate a time and place in the dictionary sense; or they may be Transactions involving named entities; or take the form of Signals, such as ‘some Measure had some value at some time’ - what many enterprises understand as alerts.   The central story of the Spectrum is that though consumers of analytical insights (represented here by the Business perspective) need to work in terms of Subjects that are directly meaningful to their perspective — such as Themes, Plans, and Goals — the working realities of data (condition, structure, availability, completeness, cost) and the changing nature of most discovery efforts make direct engagement with source data in this fashion impossible.  Accordingly, business analytics as a domain is structured around the fundamental assumption that sense making depends on analytical transformation of data.  Analytical activity incrementally synthesizes more complex and larger scope Subjects from data in its starting condition, accumulating insight (and value) by moving through a progression of stages in which increasingly meaningful Subjects are iteratively synthesized from the data, and recombined with other Subjects.  The end goal of  ‘laddering’ successive transformations is to enable sense making from the business perspective, rather than the analytical perspective.Synthesis through laddering is typically accomplished by specialized Analysts using dedicated tools and methods. Beginning with some motivating question such as seeking opportunities to increase the efficiency (a Theme) of fulfillment processes to reach some level of profitability by the end of the year (Plan), Analysts will iteratively wrangle and transform source data Records, Values and Attributes into recognizable Entities, such as Products, that can be combined with Measures or other data into the Events (shipment of orders) that indicate the workings of the business.  More complex Subjects (to the right of the Spectrum) are composed of or make reference to less complex Subjects: a business Process such as Fulfillment will include Activities such as confirming, packing, and then shipping orders.  These Activities occur within or are conducted by organizational units such as teams of staff or partner firms (Networks), composed of Entities which are structured via Relationships, such as supplier and buyer.  The fulfillment process will involve other types of Entities, such as the products or services the business provides.  The success of the fulfillment process overall may be judged according to a sophisticated operating efficiency Model, which includes tiered Measures of business activity and health for the transactions and activities included.  All of this may be interpreted through an understanding of the operational domain of the businesses supply chain (a Domain).   We'll discuss the Spectrum in more depth in succeeding posts.

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  • When is a Seek not a Seek?

    - by Paul White
    The following script creates a single-column clustered table containing the integers from 1 to 1,000 inclusive. IF OBJECT_ID(N'tempdb..#Test', N'U') IS NOT NULL DROP TABLE #Test ; GO CREATE TABLE #Test ( id INTEGER PRIMARY KEY CLUSTERED ); ; INSERT #Test (id) SELECT V.number FROM master.dbo.spt_values AS V WHERE V.[type] = N'P' AND V.number BETWEEN 1 AND 1000 ; Let’s say we need to find the rows with values from 100 to 170, excluding any values that divide exactly by 10.  One way to write that query would be: SELECT T.id FROM #Test AS T WHERE T.id IN ( 101,102,103,104,105,106,107,108,109, 111,112,113,114,115,116,117,118,119, 121,122,123,124,125,126,127,128,129, 131,132,133,134,135,136,137,138,139, 141,142,143,144,145,146,147,148,149, 151,152,153,154,155,156,157,158,159, 161,162,163,164,165,166,167,168,169 ) ; That query produces a pretty efficient-looking query plan: Knowing that the source column is defined as an INTEGER, we could also express the query this way: SELECT T.id FROM #Test AS T WHERE T.id >= 101 AND T.id <= 169 AND T.id % 10 > 0 ; We get a similar-looking plan: If you look closely, you might notice that the line connecting the two icons is a little thinner than before.  The first query is estimated to produce 61.9167 rows – very close to the 63 rows we know the query will return.  The second query presents a tougher challenge for SQL Server because it doesn’t know how to predict the selectivity of the modulo expression (T.id % 10 > 0).  Without that last line, the second query is estimated to produce 68.1667 rows – a slight overestimate.  Adding the opaque modulo expression results in SQL Server guessing at the selectivity.  As you may know, the selectivity guess for a greater-than operation is 30%, so the final estimate is 30% of 68.1667, which comes to 20.45 rows. The second difference is that the Clustered Index Seek is costed at 99% of the estimated total for the statement.  For some reason, the final SELECT operator is assigned a small cost of 0.0000484 units; I have absolutely no idea why this is so, or what it models.  Nevertheless, we can compare the total cost for both queries: the first one comes in at 0.0033501 units, and the second at 0.0034054.  The important point is that the second query is costed very slightly higher than the first, even though it is expected to produce many fewer rows (20.45 versus 61.9167). If you run the two queries, they produce exactly the same results, and both complete so quickly that it is impossible to measure CPU usage for a single execution.  We can, however, compare the I/O statistics for a single run by running the queries with STATISTICS IO ON: Table '#Test'. Scan count 63, logical reads 126, physical reads 0. Table '#Test'. Scan count 01, logical reads 002, physical reads 0. The query with the IN list uses 126 logical reads (and has a ‘scan count’ of 63), while the second query form completes with just 2 logical reads (and a ‘scan count’ of 1).  It is no coincidence that 126 = 63 * 2, by the way.  It is almost as if the first query is doing 63 seeks, compared to one for the second query. In fact, that is exactly what it is doing.  There is no indication of this in the graphical plan, or the tool-tip that appears when you hover your mouse over the Clustered Index Seek icon.  To see the 63 seek operations, you have click on the Seek icon and look in the Properties window (press F4, or right-click and choose from the menu): The Seek Predicates list shows a total of 63 seek operations – one for each of the values from the IN list contained in the first query.  I have expanded the first seek node to show the details; it is seeking down the clustered index to find the entry with the value 101.  Each of the other 62 nodes expands similarly, and the same information is contained (even more verbosely) in the XML form of the plan. Each of the 63 seek operations starts at the root of the clustered index B-tree and navigates down to the leaf page that contains the sought key value.  Our table is just large enough to need a separate root page, so each seek incurs 2 logical reads (one for the root, and one for the leaf).  We can see the index depth using the INDEXPROPERTY function, or by using the a DMV: SELECT S.index_type_desc, S.index_depth FROM sys.dm_db_index_physical_stats ( DB_ID(N'tempdb'), OBJECT_ID(N'tempdb..#Test', N'U'), 1, 1, DEFAULT ) AS S ; Let’s look now at the Properties window when the Clustered Index Seek from the second query is selected: There is just one seek operation, which starts at the root of the index and navigates the B-tree looking for the first key that matches the Start range condition (id >= 101).  It then continues to read records at the leaf level of the index (following links between leaf-level pages if necessary) until it finds a row that does not meet the End range condition (id <= 169).  Every row that meets the seek range condition is also tested against the Residual Predicate highlighted above (id % 10 > 0), and is only returned if it matches that as well. You will not be surprised that the single seek (with a range scan and residual predicate) is much more efficient than 63 singleton seeks.  It is not 63 times more efficient (as the logical reads comparison would suggest), but it is around three times faster.  Let’s run both query forms 10,000 times and measure the elapsed time: DECLARE @i INTEGER, @n INTEGER = 10000, @s DATETIME = GETDATE() ; SET NOCOUNT ON; SET STATISTICS XML OFF; ; WHILE @n > 0 BEGIN SELECT @i = T.id FROM #Test AS T WHERE T.id IN ( 101,102,103,104,105,106,107,108,109, 111,112,113,114,115,116,117,118,119, 121,122,123,124,125,126,127,128,129, 131,132,133,134,135,136,137,138,139, 141,142,143,144,145,146,147,148,149, 151,152,153,154,155,156,157,158,159, 161,162,163,164,165,166,167,168,169 ) ; SET @n -= 1; END ; PRINT DATEDIFF(MILLISECOND, @s, GETDATE()) ; GO DECLARE @i INTEGER, @n INTEGER = 10000, @s DATETIME = GETDATE() ; SET NOCOUNT ON ; WHILE @n > 0 BEGIN SELECT @i = T.id FROM #Test AS T WHERE T.id >= 101 AND T.id <= 169 AND T.id % 10 > 0 ; SET @n -= 1; END ; PRINT DATEDIFF(MILLISECOND, @s, GETDATE()) ; On my laptop, running SQL Server 2008 build 4272 (SP2 CU2), the IN form of the query takes around 830ms and the range query about 300ms.  The main point of this post is not performance, however – it is meant as an introduction to the next few parts in this mini-series that will continue to explore scans and seeks in detail. When is a seek not a seek?  When it is 63 seeks © Paul White 2011 email: [email protected] twitter: @SQL_kiwi

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  • Probation is Over: PASS Board Year 1, Q2

    - by Denise McInerney
    Though it's not always official every job begins with a probation period. You start out with lots of questions and every day you find out how much more you have to learn. Usually after a few months you discover that you can actually answer some questions and have at least an idea of what you are supposed to be doing. Now at the end of my second quarter on the "job" of serving on the PASS Board I have reached that point. My probation period is over. The last three months were busy for the entire Board with the budget process, an in-person meeting and moving forward with PASS Global Growth plans. I had also set a specific goal for myself for my 2nd quarter: to see the Board to adopt a Code of Conduct for the PASS Summit. Code of Conduct When I ran for the Board I included my desire to see PASS establish a code of conduct in my campaign platform.  I was motivated to do this for a few reasons. Other technical conferences have had incidents of harassment. Most of these did not have a policy in place prior to having a problem, though several conference organizers have since adopted anti-harassment policies or codes of conduct. I felt it would be in PASS' interest to establish a policy so we would be prepared should there be an incident.   "This is Community" Adopting a code of conduct would reinforce our community orientation and send a message about the positive character of the Summit. PASS is a leader among technical organizations for its promotion and support of women. Adopting a code of conduct would further demonstrate our leadership in this area. After researching similar polices from other organizations I published a first draft in April. I solicited feedback from the Board, HQ staff and some PASS members. Incorporating that feedback I presented version 4 at the May Board meeting, where we had a good discussion. You can read the meeting minutes for details. I incorporated points from  the Board discussion as well as feedback from a legal review to produce a final version which has been submitted to the Board. It will be discussed at the Board meeting July 12. You can read the full text at the end of this post. Virtual Chapters In the first quarter we started ramping up marketing support for the Virtual Chapters. Since then each edition of the Connector has highlighted a different VC to help get out the message about the variety of eductional opporutnities that are offered. These VC profiles will continue in the coming months. I was very pleased to welcome the new DBA Fundamentals VC which is geared toward new DBAs, people who are considering entering the field and those transitioning from a different IT role. Thanks to the contributions of Erin Stellato, Michelle Nalliah and Karla Landrum we published a "Virtual Chapter Guidebook". This document includes great advice on how to build and promote a VC. It's also a reference for how things work, from budgets to webinar hosting. I think this document will be extremely valuable to all our VC leaders and am grateful to those who put it together. Board Meeting/SQL Rally The Board met in May in Dallas. Among the items discussed were Global Growth, the budget, future events and the upcoming elections. We covered a lot of ground in two days and I will again refer you to the meeting minutes for details. The meeting schedule allowed us to participate in the SQL Rally networking events and one full day of the conference. I enjoyed having the opportunity to meet and talk with many PASS members. And my hat is off to the SQL Rally organizers who put on an outstanding event. Global Growth PASS has undertaken a major intitiative to reach and engage SQL Server professionals around the world. This Global Growth plan is ambitious and will have a significant impact on the strategic direction of the organization. We have been reaching out to the community for feedback, including hosting Twitter chats and live Town Hall meetings. I co-hosted two of these events and appreciated hearing the different perspectives of the people who participated If you have not done so I encourage you to read about the Global Growth vision and proposed governance changes  and submit your feedback. FY13 Budget July 1 is the beginning of PASS' fiscal year, which makes the end of June the deadline for approving a budget. Each director submits a budget for his or her portfolio. For the Virtual Chapter portfolio I focused on how we can allocate resources to grow the VCs. Budgeting is a give-and-take process, and while I didn't get everything I asked for I'm pleased the FY13 budget includes a significant increase in financial support for the Virtual Chapters. Many people put a lot of work into the budget, but no two people deserve credit more than VP of Finance Douglas McDowell and Accounting Manager Sandy Cherry. Thanks to both of them for getting us across the goal line on time. SQL Saturday I attended SQL Saturdays in Orange Co. CA and Phoenix. It's always inspiring to see the enthusiasm in the community for learning and networking. These events are successful due to the hard work of many volunteers. Thanks to the organizers in both cities for all your efforts. Next Up This quarter we'll be gearing up plans for the VCs at the Summit and exploring ways the VCs can best support PASS' Global Growth work. I'll also be wrapping up work on the Code of Conduct and attending a Board meeting in September. And I will be at SQL Saturday #144 in Sacramento later this month. Here is the language of the Code of Conduct I have submitted to the Board for consideration: PASS Code of Conduct The PASS Summit provides database professionals from a variety of backgrounds with an opportunity to connect, share and learn.  We value the strong sense of community that characterizes this event and we seek to foster an inclusive, professional atmosphere. We are dedicated to providing a harassment-free conference experience for everyone, regardless of gender, race, sexual orientation, disability, physical appearance, religion or any other protected classification.  Everyone at the Summit is expected to follow the Code of Conduct. This includes but is not limited to: PASS Staff, Exhibitors, Speakers, Attendees and anyone affiliated with the event. Participants are expected to follow the Code of Conduct at all Summit events, including PASS-sponsored social events. Participant behavior Harassment includes, but is not limited to, offensive verbal comments related to gender, race, sexual orientation, disability, physical appearance, religion, or any other protected classification.  Intimidation, threats, stalking, harassing photography or recording, sustained disruption of talks or other events, inappropriate physical contact and unwelcome attention will also be considered harassment. Similarly, sexual, racist, derogatory, threatening or other inappropriate language and imagery are not appropriate for any conference venue, including sessions.  Recourse If a participant engages in any conduct that is prohibited under this Code of Conduct, the conference organizers may take any action they deem appropriate, including warning the offender or expelling the offender from the conference. No refunds will be granted to attendees expelled from the Summit due to violations of the Code of Conduct. If you are being harassed, witness harassment, or have any other concerns, please contact a member of conference staff immediately. Conference staff can be identified by their “Headquarters/Staff” shirts and are trained to handle the situation appropriately. A Code of Conduct Committee (CCC) made up of the Executive Manager and three members of the Board of Directors designated by the President will be authorized to take action in response to an incident or behavior that violates the Code of Conduct.

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  • Fun with Aggregates

    - by Paul White
    There are interesting things to be learned from even the simplest queries.  For example, imagine you are given the task of writing a query to list AdventureWorks product names where the product has at least one entry in the transaction history table, but fewer than ten. One possible query to meet that specification is: SELECT p.Name FROM Production.Product AS p JOIN Production.TransactionHistory AS th ON p.ProductID = th.ProductID GROUP BY p.ProductID, p.Name HAVING COUNT_BIG(*) < 10; That query correctly returns 23 rows (execution plan and data sample shown below): The execution plan looks a bit different from the written form of the query: the base tables are accessed in reverse order, and the aggregation is performed before the join.  The general idea is to read all rows from the history table, compute the count of rows grouped by ProductID, merge join the results to the Product table on ProductID, and finally filter to only return rows where the count is less than ten. This ‘fully-optimized’ plan has an estimated cost of around 0.33 units.  The reason for the quote marks there is that this plan is not quite as optimal as it could be – surely it would make sense to push the Filter down past the join too?  To answer that, let’s look at some other ways to formulate this query.  This being SQL, there are any number of ways to write logically-equivalent query specifications, so we’ll just look at a couple of interesting ones.  The first query is an attempt to reverse-engineer T-SQL from the optimized query plan shown above.  It joins the result of pre-aggregating the history table to the Product table before filtering: SELECT p.Name FROM ( SELECT th.ProductID, cnt = COUNT_BIG(*) FROM Production.TransactionHistory AS th GROUP BY th.ProductID ) AS q1 JOIN Production.Product AS p ON p.ProductID = q1.ProductID WHERE q1.cnt < 10; Perhaps a little surprisingly, we get a slightly different execution plan: The results are the same (23 rows) but this time the Filter is pushed below the join!  The optimizer chooses nested loops for the join, because the cardinality estimate for rows passing the Filter is a bit low (estimate 1 versus 23 actual), though you can force a merge join with a hint and the Filter still appears below the join.  In yet another variation, the < 10 predicate can be ‘manually pushed’ by specifying it in a HAVING clause in the “q1” sub-query instead of in the WHERE clause as written above. The reason this predicate can be pushed past the join in this query form, but not in the original formulation is simply an optimizer limitation – it does make efforts (primarily during the simplification phase) to encourage logically-equivalent query specifications to produce the same execution plan, but the implementation is not completely comprehensive. Moving on to a second example, the following query specification results from phrasing the requirement as “list the products where there exists fewer than ten correlated rows in the history table”: SELECT p.Name FROM Production.Product AS p WHERE EXISTS ( SELECT * FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID HAVING COUNT_BIG(*) < 10 ); Unfortunately, this query produces an incorrect result (86 rows): The problem is that it lists products with no history rows, though the reasons are interesting.  The COUNT_BIG(*) in the EXISTS clause is a scalar aggregate (meaning there is no GROUP BY clause) and scalar aggregates always produce a value, even when the input is an empty set.  In the case of the COUNT aggregate, the result of aggregating the empty set is zero (the other standard aggregates produce a NULL).  To make the point really clear, let’s look at product 709, which happens to be one for which no history rows exist: -- Scalar aggregate SELECT COUNT_BIG(*) FROM Production.TransactionHistory AS th WHERE th.ProductID = 709;   -- Vector aggregate SELECT COUNT_BIG(*) FROM Production.TransactionHistory AS th WHERE th.ProductID = 709 GROUP BY th.ProductID; The estimated execution plans for these two statements are almost identical: You might expect the Stream Aggregate to have a Group By for the second statement, but this is not the case.  The query includes an equality comparison to a constant value (709), so all qualified rows are guaranteed to have the same value for ProductID and the Group By is optimized away. In fact there are some minor differences between the two plans (the first is auto-parameterized and qualifies for trivial plan, whereas the second is not auto-parameterized and requires cost-based optimization), but there is nothing to indicate that one is a scalar aggregate and the other is a vector aggregate.  This is something I would like to see exposed in show plan so I suggested it on Connect.  Anyway, the results of running the two queries show the difference at runtime: The scalar aggregate (no GROUP BY) returns a result of zero, whereas the vector aggregate (with a GROUP BY clause) returns nothing at all.  Returning to our EXISTS query, we could ‘fix’ it by changing the HAVING clause to reject rows where the scalar aggregate returns zero: SELECT p.Name FROM Production.Product AS p WHERE EXISTS ( SELECT * FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID HAVING COUNT_BIG(*) BETWEEN 1 AND 9 ); The query now returns the correct 23 rows: Unfortunately, the execution plan is less efficient now – it has an estimated cost of 0.78 compared to 0.33 for the earlier plans.  Let’s try adding a redundant GROUP BY instead of changing the HAVING clause: SELECT p.Name FROM Production.Product AS p WHERE EXISTS ( SELECT * FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID GROUP BY th.ProductID HAVING COUNT_BIG(*) < 10 ); Not only do we now get correct results (23 rows), this is the execution plan: I like to compare that plan to quantum physics: if you don’t find it shocking, you haven’t understood it properly :)  The simple addition of a redundant GROUP BY has resulted in the EXISTS form of the query being transformed into exactly the same optimal plan we found earlier.  What’s more, in SQL Server 2008 and later, we can replace the odd-looking GROUP BY with an explicit GROUP BY on the empty set: SELECT p.Name FROM Production.Product AS p WHERE EXISTS ( SELECT * FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID GROUP BY () HAVING COUNT_BIG(*) < 10 ); I offer that as an alternative because some people find it more intuitive (and it perhaps has more geek value too).  Whichever way you prefer, it’s rather satisfying to note that the result of the sub-query does not exist for a particular correlated value where a vector aggregate is used (the scalar COUNT aggregate always returns a value, even if zero, so it always ‘EXISTS’ regardless which ProductID is logically being evaluated). The following query forms also produce the optimal plan and correct results, so long as a vector aggregate is used (you can probably find more equivalent query forms): WHERE Clause SELECT p.Name FROM Production.Product AS p WHERE ( SELECT COUNT_BIG(*) FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID GROUP BY () ) < 10; APPLY SELECT p.Name FROM Production.Product AS p CROSS APPLY ( SELECT NULL FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID GROUP BY () HAVING COUNT_BIG(*) < 10 ) AS ca (dummy); FROM Clause SELECT q1.Name FROM ( SELECT p.Name, cnt = ( SELECT COUNT_BIG(*) FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID GROUP BY () ) FROM Production.Product AS p ) AS q1 WHERE q1.cnt < 10; This last example uses SUM(1) instead of COUNT and does not require a vector aggregate…you should be able to work out why :) SELECT q.Name FROM ( SELECT p.Name, cnt = ( SELECT SUM(1) FROM Production.TransactionHistory AS th WHERE th.ProductID = p.ProductID ) FROM Production.Product AS p ) AS q WHERE q.cnt < 10; The semantics of SQL aggregates are rather odd in places.  It definitely pays to get to know the rules, and to be careful to check whether your queries are using scalar or vector aggregates.  As we have seen, query plans do not show in which ‘mode’ an aggregate is running and getting it wrong can cause poor performance, wrong results, or both. © 2012 Paul White Twitter: @SQL_Kiwi email: [email protected]

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  • Free Document/Content Management System Using SharePoint 2010

    - by KunaalKapoor
    That’s right, it’s true. You can use the free version of SharePoint 2010 to meet your document and content management needs and even run your public facing website or an internal knowledge bank.  SharePoint Foundation 2010 is free. It may not have all the features that you get in the enterprise license but it still has enough to cater to your needs to build a document management system and replace age old file shares or folders. I’ve built a dozen content management sites for internal and public use exploiting SharePoint. There are hundreds of web content management systems out there (see CMS Matrix).  On one hand we have commercial platforms like SharePoint, SiteCore, and Ektron etc. which are the most frequently used and on the other hand there are free options like WordPress, Drupal, Joomla, and Plone etc. which are pretty common popular as well. But I would be very surprised if anyone was able to find a single CMS platform that is all things to all people. Infact not a lot of people consider SharePoint’s free version under the free CMS side but its high time organizations benefit from this. Through this blog post I wanted to present SharePoint Foundation as an option for running a FREE CMS platform. Even if you knew that there is a free version of SharePoint, what most people don’t realize is that SharePoint Foundation is a great option for running web sites of all kinds – not just team sites. It is a great option for many reasons, but in reality it is supported by Microsoft, and above all it is FREE (yay!), and it is extremely easy to get started.  From a functionality perspective – it’s hard to beat SharePoint. Even the free version, SharePoint Foundation, offers simple data connectivity (through BCS), cross browser support, accessibility, support for Office Web Apps, blogs, wikis, templates, document support, health analyzer, support for presence, and MUCH more.I often get asked: “Can I use SharePoint 2010 as a document management system?” The answer really depends on ·          What are your specific requirements? ·          What systems you currently have in place for managing documents. ·          And of course how much money you have J Benefits? Not many large organizations have benefited from SharePoint yet. For some it has been an IT project to see what they can achieve with it, for others it has been used as a collaborative platform or in many cases an extended intranet. SharePoint 2010 has changed the game slightly as the improvements that Microsoft have made have been noted by organizations, and we are seeing a lot of companies starting to build specific business applications using SharePoint as the basis, and nearly every business process will require documents at some stage. If you require a document management system and have SharePoint in place then it can be a relatively straight forward decision to use SharePoint, as long as you have reviewed the considerations just discussed. The collaborative nature of SharePoint 2010 is also a massive advantage, as specific departmental or project sites can be created quickly and easily that allow workers to interact in a variety of different ways using one source of information.  This also benefits an organization with regards to how they manage the knowledge that they have, as if all of their information is in one source then it is naturally easier to search and manage. Is SharePoint right for your organization? As just discussed, this can only be determined after defining your requirements and also planning a longer term strategy for how you will manage your documents and information. A key factor to look at is how the users would interact with the system and how much value would it get for your organization. The amount of data and documents that organizations are creating is increasing rapidly each year. Therefore the ability to archive this information, whilst keeping the ability to know what you have and where it is, is vital to any organizations management of their information life cycle. SharePoint is best used for the initial life of business documents where they need to be referenced and accessed after time. It is often beneficial to archive these to overcome for storage and performance issues. FREE CMS – SharePoint, Really? In order to show some of the completely of what comes with this free version of SharePoint 2010, I thought it would make sense to use Wikipedia (since every one trusts it as a credible source). Wikipedia shows that a web content management system typically has the following components: Document Management:   -       CMS software may provide a means of managing the life cycle of a document from initial creation time, through revisions, publication, archive, and document destruction. SharePoint is king when it comes to document management.  Version history, exclusive check-out, security, publication, workflow, and so much more.  Content Virtualization:   -       CMS software may provide a means of allowing each user to work within a virtual copy of the entire Web site, document set, and/or code base. This enables changes to multiple interdependent resources to be viewed and/or executed in-context prior to submission. Through the use of versioning, each content manager can preview, publish, and roll-back content of pages, wiki entries, blog posts, documents, or any other type of content stored in SharePoint.  The idea of each user having an entire copy of the website virtualized is a bit odd to me – not sure why anyone would need that for anything but the simplest of websites. Automated Templates:   -       Create standard output templates that can be automatically applied to new and existing content, allowing the appearance of all content to be changed from one central place. Through the use of Master Pages and Themes, SharePoint provides the ability to change the entire look and feel of site.  Of course, the older brother version of SharePoint – SharePoint Server 2010 – also introduces the concept of Page Layouts which allows page template level customization and even switching the layout of an individual page using different page templates.  I think many organizations really think they want this but rarely end up using this bit of functionality.  Easy Edits:   -       Once content is separated from the visual presentation of a site, it usually becomes much easier and quicker to edit and manipulate. Most WCMS software includes WYSIWYG editing tools allowing non-technical individuals to create and edit content. This is probably easier described with a screen cap of a vanilla SharePoint Foundation page in edit mode.  Notice the page editing toolbar, the multiple layout options…  It’s actually easier to use than Microsoft Word. Workflow management: -       Workflow is the process of creating cycles of sequential and parallel tasks that must be accomplished in the CMS. For example, a content creator can submit a story, but it is not published until the copy editor cleans it up and the editor-in-chief approves it. Workflow, it’s in there. In fact, the same workflow engine is running under SharePoint Foundation that is running under the other versions of SharePoint.  The primary difference is that with SharePoint Foundation – you need to configure the workflows yourself.   Web Standards: -       Active WCMS software usually receives regular updates that include new feature sets and keep the system up to current web standards. SharePoint is in the fourth major iteration under Microsoft with the 2010 release.  In addition to the innovation that Microsoft continuously adds, you have the entire global ecosystem available. Scalable Expansion:   -       Available in most modern WCMSs is the ability to expand a single implementation (one installation on one server) across multiple domains. SharePoint Foundation can run multiple sites using multiple URLs on a single server install.  Even more powerful, SharePoint Foundation is scalable and can be part of a multi-server farm to ensure that it will handle any amount of traffic that can be thrown at it. Delegation & Security:  -       Some CMS software allows for various user groups to have limited privileges over specific content on the website, spreading out the responsibility of content management. SharePoint Foundation provides very granular security capabilities. Read @ http://msdn.microsoft.com/en-us/library/ee537811.aspx Content Syndication:  -       CMS software often assists in content distribution by generating RSS and Atom data feeds to other systems. They may also e-mail users when updates are available as part of the workflow process. SharePoint Foundation nails it.  With RSS syndication and email alerts available out of the box, content syndication is already in the platform. Multilingual Support: -       Ability to display content in multiple languages. SharePoint Foundation 2010 supports more than 40 languages. Read More Read more @ http://msdn.microsoft.com/en-us/library/dd776256(v=office.12).aspxYou can download the free version from http://www.microsoft.com/en-us/download/details.aspx?id=5970

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  • Why do we (really) program to interfaces?

    - by Kyle Burns
    One of the earliest lessons I was taught in Enterprise development was "always program against an interface".  This was back in the VB6 days and I quickly learned that no code would be allowed to move to the QA server unless my business objects and data access objects each are defined as an interface and have a matching implementation class.  Why?  "It's more reusable" was one answer.  "It doesn't tie you to a specific implementation" a slightly more knowing answer.  And let's not forget the discussion ending "it's a standard".  The problem with these responses was that senior people didn't really understand the reason we were doing the things we were doing and because of that, we were entirely unable to realize the intent behind the practice - we simply used interfaces and had a bunch of extra code to maintain to show for it. It wasn't until a few years later that I finally heard the term "Inversion of Control".  Simply put, "Inversion of Control" takes the creation of objects that used to be within the control (and therefore a responsibility of) of your component and moves it to some outside force.  For example, consider the following code which follows the old "always program against an interface" rule in the manner of many corporate development shops: 1: ICatalog catalog = new Catalog(); 2: Category[] categories = catalog.GetCategories(); In this example, I met the requirement of the rule by declaring the variable as ICatalog, but I didn't hit "it doesn't tie you to a specific implementation" because I explicitly created an instance of the concrete Catalog object.  If I want to test the functionality of the code I just wrote I have to have an environment in which Catalog can be created along with any of the resources upon which it depends (e.g. configuration files, database connections, etc) in order to test my functionality.  That's a lot of setup work and one of the things that I think ultimately discourages real buy-in of unit testing in many development shops. So how do I test my code without needing Catalog to work?  A very primitive approach I've seen is to change the line the instantiates catalog to read: 1: ICatalog catalog = new FakeCatalog();   once the test is run and passes, the code is switched back to the real thing.  This obviously poses a huge risk for introducing test code into production and in my opinion is worse than just keeping the dependency and its associated setup work.  Another popular approach is to make use of Factory methods which use an object whose "job" is to know how to obtain a valid instance of the object.  Using this approach, the code may look something like this: 1: ICatalog catalog = CatalogFactory.GetCatalog();   The code inside the factory is responsible for deciding "what kind" of catalog is needed.  This is a far better approach than the previous one, but it does make projects grow considerably because now in addition to the interface, the real implementation, and the fake implementation(s) for testing you have added a minimum of one factory (or at least a factory method) for each of your interfaces.  Once again, developers say "that's too complicated and has me writing a bunch of useless code" and quietly slip back into just creating a new Catalog and chalking any test failures up to "it will probably work on the server". This is where software intended specifically to facilitate Inversion of Control comes into play.  There are many libraries that take on the Inversion of Control responsibilities in .Net and most of them have many pros and cons.  From this point forward I'll discuss concepts from the standpoint of the Unity framework produced by Microsoft's Patterns and Practices team.  I'm primarily focusing on this library because it questions about it inspired this posting. At Unity's core and that of most any IoC framework is a catalog or registry of components.  This registry can be configured either through code or using the application's configuration file and in the most simple terms says "interface X maps to concrete implementation Y".  It can get much more complicated, but I want to keep things at the "what does it do" level instead of "how does it do it".  The object that exposes most of the Unity functionality is the UnityContainer.  This object exposes methods to configure the catalog as well as the Resolve<T> method which is used to obtain an instance of the type represented by T.  When using the Resolve<T> method, Unity does not necessarily have to just "new up" the requested object, but also can track dependencies of that object and ensure that the entire dependency chain is satisfied. There are three basic ways that I have seen Unity used within projects.  Those are through classes directly using the Unity container, classes requiring injection of dependencies, and classes making use of the Service Locator pattern. The first usage of Unity is when classes are aware of the Unity container and directly call its Resolve method whenever they need the services advertised by an interface.  The up side of this approach is that IoC is utilized, but the down side is that every class has to be aware that Unity is being used and tied directly to that implementation. Many developers don't like the idea of as close a tie to specific IoC implementation as is represented by using Unity within all of your classes and for the most part I agree that this isn't a good idea.  As an alternative, classes can be designed for Dependency Injection.  Dependency Injection is where a force outside the class itself manipulates the object to provide implementations of the interfaces that the class needs to interact with the outside world.  This is typically done either through constructor injection where the object has a constructor that accepts an instance of each interface it requires or through property setters accepting the service providers.  When using dependency, I lean toward the use of constructor injection because I view the constructor as being a much better way to "discover" what is required for the instance to be ready for use.  During resolution, Unity looks for an injection constructor and will attempt to resolve instances of each interface required by the constructor, throwing an exception of unable to meet the advertised needs of the class.  The up side of this approach is that the needs of the class are very clearly advertised and the class is unaware of which IoC container (if any) is being used.  The down side of this approach is that you're required to maintain the objects passed to the constructor as instance variables throughout the life of your object and that objects which coordinate with many external services require a lot of additional constructor arguments (this gets ugly and may indicate a need for refactoring). The final way that I've seen and used Unity is to make use of the ServiceLocator pattern, of which the Patterns and Practices team has also provided a Unity-compatible implementation.  When using the ServiceLocator, your class calls ServiceLocator.Retrieve in places where it would have called Resolve on the Unity container.  Like using Unity directly, it does tie you directly to the ServiceLocator implementation and makes your code aware that dependency injection is taking place, but it does have the up side of giving you the freedom to swap out the underlying IoC container if necessary.  I'm not hugely concerned with hiding IoC entirely from the class (I view this as a "nice to have"), so the single biggest problem that I see with the ServiceLocator approach is that it provides no way to proactively advertise needs in the way that constructor injection does, allowing more opportunity for difficult to track runtime errors. This blog entry has not been intended in any way to be a definitive work on IoC, but rather as something to spur thought about why we program to interfaces and some ways to reach the intended value of the practice instead of having it just complicate your code.  I hope that it helps somebody begin or continue a journey away from being a "Cargo Cult Programmer".

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  • Partner Blog Series: PwC Perspectives Part 2 - Jumpstarting your IAM program with R2

    - by Tanu Sood
    Identity and access management (IAM) isn’t a new concept. Over the past decade, companies have begun to address identity management through a variety of solutions that have primarily focused on provisioning. . The new age workforce is converging at a rapid pace with ever increasing demand to use diverse portfolio of applications and systems to interact and interface with their peers in the industry and customers alike. Oracle has taken a significant leap with their release of Identity and Access Management 11gR2 towards enabling this global workforce to conduct their business in a secure, efficient and effective manner. As companies deal with IAM business drivers, it becomes immediately apparent that holistic, rather than piecemeal, approaches better address their needs. When planning an enterprise-wide IAM solution, the first step is to create a common framework that serves as the foundation on which to build the cost, compliance and business process efficiencies. As a leading industry practice, IAM should be established on a foundation of accurate data for identity management, making this data available in a uniform manner to downstream applications and processes. Mature organizations are looking beyond IAM’s basic benefits to harness more advanced capabilities in user lifecycle management. For any organization looking to embark on an IAM initiative, consider the following use cases in managing and administering user access. Expanding the Enterprise Provisioning Footprint Almost all organizations have some helpdesk resources tied up in handling access requests from users, a distraction from their core job of handling problem tickets. This dependency has mushroomed from the traditional acceptance of provisioning solutions integrating and addressing only a portion of applications in the heterogeneous landscape Oracle Identity Manager (OIM) 11gR2 solves this problem by offering integration with third party ticketing systems as “disconnected applications”. It allows for the existing business processes to be seamlessly integrated into the system and tracked throughout its lifecycle. With minimal effort and analysis, an organization can begin integrating OIM with groups or applications that are involved with manually intensive access provisioning and de-provisioning activities. This aspect of OIM allows organizations to on-board applications and associated business processes quickly using out of box templates and frameworks. This is especially important for organizations looking to fold in users and resources from mergers and acquisitions. Simplifying Access Requests Organizations looking to implement access request solutions often find it challenging to get their users to accept and adopt the new processes.. So, how do we improve the user experience, make it intuitive and personalized and yet simplify the user access process? With R2, OIM helps organizations alleviate the challenge by placing the most used functionality front and centre in the new user request interface. Roles, application accounts, and entitlements can all be found in the same interface as catalog items, giving business users a single location to go to whenever they need to initiate, approve or track a request. Furthermore, if a particular item is not relevant to a user’s job function or area inside the organization, it can be hidden so as to not overwhelm or confuse the user with superfluous options. The ability to customize the user interface to suit your needs helps in exercising the business rules effectively and avoiding access proliferation within the organization. Saving Time with Templates A typical use case that is most beneficial to business users is flexibility to place, edit, and withdraw requests based on changing circumstances and business needs. With OIM R2, multiple catalog items can now be added and removed from the shopping cart, an ecommerce paradigm that many users are already familiar with. This feature can be especially useful when setting up a large number of new employees or granting existing department or group access to a newly integrated application. Additionally, users can create their own shopping cart templates in order to complete subsequent requests more quickly. This feature saves the user from having to search for and select items all over again if a request is similar to a previous one. Advanced Delegated Administration A key feature of any provisioning solution should be to empower each business unit in managing their own access requests. By bringing administration closer to the user, you improve user productivity, enable efficiency and alleviate the administration overhead. To do so requires a federated services model so that the business units capable of shouldering the onus of user life cycle management of their business users can be enabled to do so. OIM 11gR2 offers advanced administrative options for creating, managing and controlling business logic and workflows through easy to use administrative interface and tools that can be exposed to delegated business administrators. For example, these business administrators can establish or modify how certain requests and operations should be handled within their business unit based on a number of attributes ranging from the type of request or the risk level of the individual items requested. Closed-Loop Remediation Security continues to be a major concern for most organizations. Identity management solutions bolster security by ensuring only the right users have the right access to the right resources. To prevent unauthorized access and where it already exists, the ability to detect and remediate it, are key requirements of an enterprise-grade proven solution. But the challenge with most solutions today is that some of this information still exists in silos. And when changes are made to systems directly, not all information is captured. With R2, oracle is offering a comprehensive Identity Governance solution that our customer organizations are leveraging for closed loop remediation that allows for an automated way for administrators to revoke unauthorized access. The change is automatically captured and the action noted for continued management. Conclusion While implementing provisioning solutions, it is important to keep the near term and the long term goals in mind. The provisioning solution should always be a part of a larger security and identity management program but with the ability to seamlessly integrate not only with the company’s infrastructure but also have the ability to leverage the information, business models compiled and used by the other identity management solutions. This allows organizations to reduce the cost of ownership, close security gaps and leverage the existing infrastructure. And having done so a multiple clients’ sites, this is the approach we recommend. In our next post, we will take a journey through our experiences of advising clients looking to upgrade to R2 from a previous version or migrating from a different solution. Meet the Writers:   Praveen Krishna is a Manager in the Advisory Security practice within PwC.  Over the last decade Praveen has helped clients plan, architect and implement Oracle identity solutions across diverse industries.  His experience includes delivering security across diverse topics like network, infrastructure, application and data where he brings a holistic point of view to problem solving. Dharma Padala is a Director in the Advisory Security practice within PwC.  He has been implementing medium to large scale Identity Management solutions across multiple industries including utility, health care, entertainment, retail and financial sectors.   Dharma has 14 years of experience in delivering IT solutions out of which he has been implementing Identity Management solutions for the past 8 years. Scott MacDonald is a Director in the Advisory Security practice within PwC.  He has consulted for several clients across multiple industries including financial services, health care, automotive and retail.   Scott has 10 years of experience in delivering Identity Management solutions. John Misczak is a member of the Advisory Security practice within PwC.  He has experience implementing multiple Identity and Access Management solutions, specializing in Oracle Identity Manager and Business Process Engineering Language (BPEL). Jenny (Xiao) Zhang is a member of the Advisory Security practice within PwC.  She has consulted across multiple industries including financial services, entertainment and retail. Jenny has three years of experience in delivering IT solutions out of which she has been implementing Identity Management solutions for the past one and a half years.

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  • Agilist, Heal Thyself!

    - by Dylan Smith
    I’ve been meaning to blog about a great experience I had earlier in the year at Prairie Dev Con Calgary.  Myself and Steve Rogalsky did a session that we called “Agilist, Heal Thyself!”.  We used a format that was new to me, but that Steve had seen used at another conference.  What we did was start by asking the audience to give us a list of challenges they had had when adopting agile.  We wrote them all down, then had everybody vote on the most interesting ones.  Then we split into two groups, and each group was assigned one of the agile challenges.  We had 20 minutes to discuss the challenge, and suggest solutions or approaches to improve things.  At the end of the 20 minutes, each of the groups gave a brief summary of their discussion and learning's, then we mixed up the groups and repeated with another 2 challenges. The 2 groups I was part of had some really interesting discussions, and suggestions: Unfinished Stories at the end of Sprints The first agile challenge we tackled, was something that every single Scrum team I have worked with has struggled with.  What happens when you get to the end of a Sprint, and there are some stories that are only partially completed.  The team in question was getting very de-moralized as they felt that every Sprint was a failure as they never had a set of fully completed stories. How do you avoid this? and/or what do you do when it happens? There were 2 pieces of advice that were well received: 1. Try to bring stories to completion before starting new ones.  This is advice I give all my Scrum teams.  If you have a 3-week sprint, what happens all too often is you get to the end of week 2, and a lot of stories are almost done; but almost none are completely done.  This is a Bad Thing.  I encourage the teams I work with to only start a new story as a very last resort.  If you finish your task look at the stories in progress and see if there’s anything you can do to help before moving onto a new story.  In the daily standup, put a focus on seeing what stories got completed yesterday, if a few days go by with none getting completed, be sure this fact is visible to the team and do something about it.  Something I’ve been doing recently is introducing WIP (Work In Progress) limits while using Scrum.  My current team has 2-week sprints, and we usually have about a dozen or stories in a sprint.  We instituted a WIP limit of 4 stories.  If 4 stories have been started but not finished then nobody is allowed to start new stories.  This made it obvious very quickly that our QA tasks were our bottleneck (we have 4 devs, but only 1.5 testers).  The WIP limit forced the developers to start to pickup QA tasks before moving onto the next dev tasks, and we ended our sprints with many more stories completely finished than we did before introducing WIP limits. 2. Rather than using time-boxed sprints, why not just do away with them altogether and go to a continuous flow type approach like KanBan.  Limit WIP to keep things under control, but don’t have a fixed time box at the end of which all tasks are supposed to be done.  This eliminates the problem almost entirely.  At some points in the project (releases) you need to be able to burn down all the half finished stories to get a stable release build, but this probably occurs less often than every sprint, and there are alternative approaches to achieve it using branching strategies rather than forcing your team to try to get to Zero WIP every 2-weeks (e.g. when you are ready for a release, create a new branch for any new stories, but finish all existing stories in the current branch and release it). Trying to Introduce Agile into a team with previous Bad Agile Experiences One of the agile adoption challenges somebody described, was he was in a leadership role on a team he had recently joined – lets call him Dave.  This team was currently very waterfall in their ALM process, but they were about to start on a new green-field project.  Dave wanted to use this new project as an opportunity to do things the “right way”, using an Agile methodology like Scrum, adopting TDD, automated builds, proper branching strategies, etc.  The problem he was facing is everybody else on the team had previously gone through an “Agile Adoption” that was a horrible failure.  Dave blamed this failure on the consultant brought in previously to lead this agile transition, but regardless of the reason, the team had very negative feelings towards agile, and was very resistant to trying it out again.  Dave possibly had the authority to try to force the team to adopt Agile practices, but we all know that doesn’t work very well.  What was Dave to do? Ultimately, the best advice was to question *why* did Dave want to adopt all these various practices. Rather than trying to convince his team that these were the “right way” to run a dev project, and trying to do a Big Bang approach to introducing change.  He would be better served by identifying problems the team currently faces, have a discussion with the team to get everybody to agree that specific problems existed, then have an open discussion about ways to address those problems.  This way Dave could incrementally introduce agile practices, and he doesn’t even need to identify them as “agile” practices if he doesn’t want to.  For example, when we discussed with Dave, he said probably the teams biggest problem was long periods without feedback from users, then finding out too late that the software is not going to meet their needs.  Rather than Dave jumping right to introducing Scrum and all it entails, it would be easier to get buy-in from team if he framed it as a discussion of existing problems, and brainstorming possible solutions.  And possibly most importantly, don’t try to do massive changes all at once with a team that has not bought-into those changes.  Taking an incremental approach has a greater chance of success. I see something similar in my day job all the time too.  Clients who for one reason or another claim to not be fans of agile (or not ready for agile yet).  But then they go on to ask me to help them get shorter feedback cycles, quicker delivery cycles, iterative development processes, etc.  It’s kind of funny at times, sometimes you just need to phrase the suggestions in terms they are using and avoid the word “agile”. PS – I haven’t blogged all that much over the past couple of years, but in an attempt to motivate myself, a few of us have accepted a blogger challenge.  There’s 6 of us who have all put some money into a pool, and the agreement is that we each need to blog at least once every 2-weeks.  The first 2-week period that we miss we’re eliminated.  Last person standing gets the money.  So expect at least one blog post every couple of weeks for the near future (I hope!).  And check out the blogs of the other 5 people in this blogger challenge: Steve Rogalsky: http://winnipegagilist.blogspot.ca Aaron Kowall: http://www.geekswithblogs.net/caffeinatedgeek Tyler Doerkson: http://blog.tylerdoerksen.com David Alpert: http://www.spinthemoose.com Dave White: http://www.agileramblings.com (note: site not available yet.  should be shortly or he owes me some money!)

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  • Delivering the Integrated Portal Experience!

    - by Michael Snow
    v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Guest post by Richard Maldonado, Principal Product Manager, Oracle WebCenter Portal Organizations are still struggling to standardize on a user interaction platform which can meet the needs of all their target audiences.  This has not only resulted in inefficient and inconsistent experiences for their users, but it also creates inefficiencies (productivity and costs) for the departments that manage the applications and information systems.  Portals have historically been the unifying platform that provide IT with a common interface which can securely surface the most relevant interactions for a given user and/or group of users.  However, organizations have found that the technologies available have either not provided the flexibility necessary to address all of their use cases, or they rely too much on IT resources to manage, maintain, and evolve.  Empowering  the Business Groups The core issue that IT departments face with delivering portal experiences is having enough resources to respond and address the influx of requirements which come in from the business.  Commonly, when a business group wants a new portal site established for their group, they will submit a request to the IT dept, the IT dept then assigns a resource to an administrator and/or developer to build.  Unfortunately, this approach is not scalable, it can be a time consuming activity which requires significant interaction between the business owner and the IT resource.  A modern user interaction platforms should empower the business groups by providing them tools which they can use to build and manage the portal experiences without the need for IT's involvement.  And because business groups rarely have technical resources (developers) on staff, the tools must be easy enough that virtually any business user could use.  In addition, the tool must be powerful enough to allow them to build the experience that they need, things such as creating a whole new portal, add/manage page and page hierarchy, manage user/group access, add/modify components within the page, etc.  This balance between ease-of-use and flexibility is key to the successful adoption of tools which will ultimately reduce the burden on IT, respond to the needs of the business, and deliver high-value experiences for the users.  Ready or Not, Here They Come: Smartphones and Tablets Recently, several studies have highlighted that smartphone and tablet-style devices have overtaken PC's in both sales and usage.  This shift is further driving organizations to revaluate how they're delivering data, information, and applications to their users.  Users are expecting to get the same level of access and interaction, but in a ways which are optimized for the capabilities of the device that they are using.  Expect More With the ever growing number of new IT projects and flat/shrinking budgets, organizations are looking for comprehensive solutions which can deliver integrated web experiences that are tailored for the users and optimized for mobile devices.  Piecing together a number of point solutions is no longer an option.  A modern portal technology should not only address the traditional needs of integrating and surfacing back-end applications/information, but it should enable the business through easy-to-use tools and accelerate the delivery of mobile optimized experiences.   v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} 12.00 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:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";} 12.00 Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-family:"Calibri","sans-serif"; mso-ascii- mso-ascii-theme-font:minor-latin; mso-hansi- mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} WebCenter in Action Series: Qualcomm Provides a Seamless Experience for Customers with Oracle WebCenter Featuring Qualcomm & Keste 12.00 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 -"/ /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:Calibri; mso-fareast-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;} 12.00 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-family:"Calibri","sans-serif"; mso-fareast- mso-bidi-font-family:"Times New Roman";}

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  • Webcast Q&A: Qualcomm Provides a Seamless Experience for Customers with Oracle WebCenter

    - by kellsey.ruppel
    Last Thursday we had the second webcast in our WebCenter in Action webcast series, "Qualcomm Provides a Seamless Experience for Customers with Oracle WebCenter, where customer Michael Chander from Qualcomm and Vince Casarez & Gourav Goyal from Oracle Partner Keste shared how Oracle WebCenter is powering Qualcomm’s externally facing website and providing a seamless experience for their customers. In case you missed it, here's a recap of the Q&A.   Mike Chandler, Qualcomm Q: Did you run into any issues when integrating all of the different applications together?A: Definitely, our main challenges were in the area of user provisioning and security propagation, all the standard stuff you might expect when hooking up SSO for authentication and authorization. In addition, we spent several iterations getting the UI’s in sync. While everyone was given the same digital material to build too, each team interpreted and implemented it their own way. Initially as a user navigated, if you were looking for it, you could slight variations in color or font or width , stuff like that. So we had to pull all the developers responsible for the UI together and get pixel level agreement on a lot of things so we could ensure seamless transitions across applications. Q: What has been the biggest benefit your end users have seen?A: Wow, there have been several. An SSO enabled environment was huge a win for our users. The portal application that this replaced had not really been invested in by the business. With this project, we had full business participation and backing, and it really showed in some key areas like the shopping experience. For example, while ordering in the previous site, the items did not have any pictures or really usable descriptions. A tremendous amount of work was done to try and make the site more intuitive and user friendly. Site performance has also drastically improved thanks to new hardware, improved database design, and of course the fact that ADF has made great strides in runtime performance. Q: Was there any resistance internally when implementing the solution? If so, how did you overcome that?A: Within a large company, I’m sure there is always going to be competition for large projects, as there was here. Once we got through the technical analysis and settled on the technology choices, it was actually no resistance to implementing the solution. This project was fully driven by the business with the aim of long term growth. I can confidently say that the fact that this project was given the utmost importance by both the business and IT really help put down any resistance that you would typically see while implementing a new solution. Q: Given the performance, what do you estimate to be the top end capacity of the system? A:I think our top end capacity is really only limited by our hardware. I’m comfortable saying we could grow 10x on our current hardware, both in terms of transactions and users. We can easily spin up new JVM instances if needed. We already use less JVM’s than we had planned. In addition, ADF is doing a very good job with his connection pooling and application module pooling, so we see a very good ratio of users connected to the systems vs db connections, without impacting performace. Q: What's the overview or summary of feedback from the users interacting with the site?A: Feedback has been overwhelmingly positive from both the business and our customers. They’re very happy with the new SSO environment , the new LAF, and the performance of the site. Of course, it’s not all roses. No matter what, there are always going to be people that don’t like the layout or the color scheme, etc. By and large though, customers are happy and the business is happy. Q: Can you describe the impressions about the site before and after the project within Qualcomm?A: Before the project, the site worked and people were using it, but most people were not happy with it. It was slow and tended to be a bit tempermental, for example a user would perform a transaction and the system would throw and unexpected error. The user could back up and retry the steps and things would work fine, so why didn’t work the first time?. From a UI perspective, we’d hear comments like it looked like it was built by a high school student.  Vince Casarez & Gourav Goyal, Keste Q: Did you run into any obstacles when implementing the solution?A: It's interesting some people call them "obstacles" on this project we just called them "dependencies".  There were both technical and business related dependencies that we had to work out. Mike points out the SSO dependencies and the coordination and synchronization between the teams to have a seamless login experience and a seamless end user experience.  There was also a set of dependencies on the User Acceptance testing to make sure that everyone understood the use cases for how the system would be used.  With a branching into a new market and trying to match a simple user experience as many consumer sites have today, there was always a tendency for the team members to provide their suggestions on how things could be simpler.  But with all the work up front on the user design and getting the business driving this set of experiences, this minimized the downstream suggestions that tend to distract a team.  In this case, all the work up front allowed us to enumerate the "dependencies" and keep the distractions to a minimum. Q: Was there a lot of custom work that needed to be done for this particular solution?A: The focus for this particular solution was really on the custom processes. The interesting thing is that with the data flows and the integration with applications, there are some pre-built integrations, but realistically for the process flow, we had to build those. The framework and tooling we used made things easier so we didn’t have to implement core functionality, like transitioning from screen to screen or from flow to flow. The design feature of Task Flows really helped speed the development and keep the component infrastructure in line with the dynamic processes.  Task flows and other elements like Skins are core to the infrastructure or technology stack of Oracle. This then allowed the team to center the project focus around the business flows and use cases to meet the core requirements and keep the project on time. Q: What do you think were the keys to success for rolling out WebCenter?A:  The 5 main keys to success were: 1) Sponsorship from the whole organization around this project from senior executive agreement, business owners driving functionality, and IT development alignment; 2) Upfront design planning and use case definition to clearly define the project scope and requirements; 3) Focussed development and project management aligned with the top level goals and drivers; 4) User acceptance and usability testing along the way to identify potential issues and direct resolution of the issues;  and 5) Constant prioritization of the issues for development to fix by the business.  It also helps to have great team chemistry and really smart people working on the project. If you missed the webcast, be sure to catch the replay to see a live demonstration of WebCenter in action!  Qualcomm Provides a Seamless Experience for Customers with Oracle WebCenter from Oracle WebCenter

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  • PASS Summit – looking back on my first time

    - by Fatherjack
      So I was lucky enough to get my first experience of PASS Summit this year and took some time beforehand to read some blogs and reference material to get an idea on what to do and how to get the best out of my visit. Having been to other conferences – technical and non-technical – I had a reasonable idea on the routine and what to expect in general. Here is a list of a few things that I have learned/remembered as the week has gone by. Wear comfortable shoes. This actually needs to be broadened to Take several pairs of comfortable shoes. You will be spending many many hours, for several days one after another. Having comfortable feet that can literally support you for the duration will make the week in general a whole lot better. Not only at the conference but getting to and from you could well be walking. In the evenings you will be walking around town and standing talking in various bars and clubs. Looking back, on some days I was on my feet for over 20 hours. Make friends. This is a given for the long term benefits it brings but there is also an immediate reward in being at a conference with a friend or two. Some events are bigger and more popular than others and some have the type of session that every single attendee will want to be in. This is great for those that get in but if you are in the bathroom or queuing for coffee and you miss out it sucks. Having a friend that can get in to a room and reserve you a seat is a great advantage to make sure you get the content that you want to see and still have the coffee that you need. Don’t go to every session you want to see This might sound counter intuitive and it relies on the sessions being recorded in some way to guarantee you don’t totally miss out. Both PASS Summit and SQL Bits sessions are recorded (summit is audio, SQLBits is video) and this means that if you get into a good conversation with someone over a coffee you don’t have to break it up to go to a session. Obviously there is a trade-off here and you need to decide on the tipping point for yourself but a conversation at a place like this could make a big difference to the next contract or employer you have or it might simply be great catching up with some friends you don’t see so often. Go to at least one session you don’t want to Again, this will seem to be contrary to normal logic but there is no reason why you shouldn’t learn about a part of SQL Server that isn’t part of your daily routine. Not only will you learn something new but you will also pick up on the feelings and attitudes of the people in the session. So, if you are a DBA, head off to a BI session and so on. You’ll hear BI speakers speaking to a BI audience and get to understand their point of view and reasoning for making the decisions they do. You will also appreciate the way that your decisions and instructions affect the way they have to work. This will help you a lot when you are on a project, working with multiple teams and make you all more productive. Socialise While you are at the conference venue, speak to people. Ask questions, be interested in whoever you are speaking to. You get chances to talk to new friends at breakfast, dinner and every break between sessions. The only people that might not talk to you would be speakers that are about to go and give a session, in most cases speakers like peace and quiet before going on stage. Other than that the people around you are just waiting for someone to talk to them so make the first move. There is a whole lot going on outside of the conference hours and you should make an effort to join in with some of this too. At karaoke evenings or just out for a quiet drink with a few of the people you meet at the conference. Either way, don’t be a recluse and hide in your room or be alone out in the town. Don’t talk to people Once again this sounds wrong but stay with me. I have spoken to a number of speakers since Summit 2013 finished and they have all mentioned the time it has taken them to move about the conference venue due to people stopping them for a chat or to ask a question. 45 minutes to walk from a session room to the speaker room in one case. Wow. While none of the speakers were upset about this sort of delay I think delegates should take the situation into account and possibly defer their question to an email or to a time when the person they want is clearly less in demand. Give them a chance to enjoy the conference in the same way that you are, they may actually want to go to a session or just have a rest after giving their session – talking for 75 minutes is hard work, taking an extra 45 minutes right after is unbelievable. I certainly hope that they get good feedback on their sessions and perhaps if you spoke to a speaker outside a session you can give them a mention in the ‘any other comments’ part of the feedback, just to convey your gratitude for them giving up their time and expertise for free. Say thank you I just mentioned giving the speakers a clear, visible ‘thank you’ in the feedback but there are plenty of people that help make any conference the success it is that would really appreciate hearing that their efforts are valued. People on the registration desk, volunteers giving schedule guidance and directions, people on the community zone are all volunteers giving their time to help you have the best experience possible. Send an email to PASS and convey your thoughts about the work that was done. Maybe you want to be a volunteer next time so you could enquire how you get into that position at the same time. This isn’t an exclusive list and you may agree or disagree with the points I have made, please add anything you think is good advice in the comments. I’d like to finish by saying a huge thank you to all the people involved in planning, facilitating and executing the PASS Summit 2013, it was an excellent event and I know many others think it was a totally worthwhile event to attend.

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  • Metrics - A little knowledge can be a dangerous thing (or 'Why you're not clever enough to interpret metrics data')

    - by Jason Crease
    At RedGate Software, I work on a .NET obfuscator  called SmartAssembly.  Various features of it use a database to store various things (exception reports, name-mappings, etc.) The user is given the option of using either a SQL-Server database (which requires them to have Microsoft SQL Server), or a Microsoft Access MDB file (which requires nothing). MDB is the default option, but power-users soon switch to using a SQL Server database because it offers better performance and data-sharing. In the fashionable spirit of optimization and metrics, an obvious product-management question is 'Which is the most popular? SQL Server or MDB?' We've collected data about this fact, using our 'Feature-Usage-Reporting' technology (available as part of SmartAssembly) and more recently our 'Application Metrics' technology: Parameter Number of users % of total users Number of sessions Number of usages SQL Server 28 19.0 8115 8115 MDB 114 77.6 1449 1449 (As a disclaimer, please note than SmartAssembly has far more than 132 users . This data is just a selection of one build) So, it would appear that SQL-Server is used by fewer users, but more often. Great. But here's why these numbers are useless to me: Only the original developers understand the data What does a single 'usage' of 'MDB' mean? Does this happen once per run? Once per option change? On clicking the 'Obfuscate Now' button? When running the command-line version or just from the UI version? Each question could skew the data 10-fold either way, and the answers only known by the developer that instrumented the application in the first place. In other words, only the original developer can interpret the data - product-managers cannot interpret the data unaided. Most of the data is from uninterested users About half of people who download and run a free-trial from the internet quit it almost immediately. Only a small fraction use it sufficiently to make informed choices. Since the MDB option is the default one, we don't know how many of those 114 were people CHOOSING to use the MDB, or how many were JUST HAPPENING to use this MDB default for their 20-second trial. This is a problem we see across all our metrics: Are people are using X because it's the default or are they using X because they want to use X? We need to segment the data further - asking what percentage of each percentage meet our criteria for an 'established user' or 'informed user'. You end up spending hours writing sophisticated and dubious SQL queries to segment the data further. Not fun. You can't find out why they used this feature Metrics can answer the when and what, but not the why. Why did people use feature X? If you're anything like me, you often click on random buttons in unfamiliar applications just to explore the feature-set. If we listened uncritically to metrics at RedGate, we would eliminate the most-important and more-complex features which people actually buy the software for, leaving just big buttons on the main page and the About-Box. "Ah, that's interesting!" rather than "Ah, that's actionable!" People do love data. Did you know you eat 1201 chickens in a lifetime? But just 4 cows? Interesting, but useless. Often metrics give you a nice number: '5.8% of users have 3 or more monitors' . But unless the statistic is both SUPRISING and ACTIONABLE, it's useless. Most metrics are collected, reviewed with lots of cooing. and then forgotten. Unless a piece-of-data could change things, it's useless collecting it. People get obsessed with significance levels The first things that lots of people do with this data is do a t-test to get a significance level ("Hey! We know with 99.64% confidence that people prefer SQL Server to MDBs!") Believe me: other causes of error/misinterpretation in your data are FAR more significant than your t-test could ever comprehend. Confirmation bias prevents objectivity If the data appears to match our instinct, we feel satisfied and move on. If it doesn't, we suspect the data and dig deeper, plummeting down a rabbit-hole of segmentation and filtering until we give-up and move-on. Data is only useful if it can change our preconceptions. Do you trust this dodgy data more than your own understanding, knowledge and intelligence?  I don't. There's always multiple plausible ways to interpret/action any data Let's say we segment the above data, and get this data: Post-trial users (i.e. those using a paid version after the 14-day free-trial is over): Parameter Number of users % of total users Number of sessions Number of usages SQL Server 13 9.0 1115 1115 MDB 5 4.2 449 449 Trial users: Parameter Number of users % of total users Number of sessions Number of usages SQL Server 15 10.0 7000 7000 MDB 114 77.6 1000 1000 How do you interpret this data? It's one of: Mostly SQL Server users buy our software. People who can't afford SQL Server tend to be unable to afford or unwilling to buy our software. Therefore, ditch MDB-support. Our MDB support is so poor and buggy that our massive MDB user-base doesn't buy it.  Therefore, spend loads of money improving it, and think about ditching SQL-Server support. People 'graduate' naturally from MDB to SQL Server as they use the software more. Things are fine the way they are. We're marketing the tool wrong. The large number of MDB users represent uninformed downloaders. Tell marketing to aggressively target SQL Server users. To choose an interpretation you need to segment again. And again. And again, and again. Opting-out is correlated with feature-usage Metrics tends to be opt-in. This skews the data even further. Between 5% and 30% of people choose to opt-in to metrics (often called 'customer improvement program' or something like that). Casual trial-users who are uninterested in your product or company are less likely to opt-in. This group is probably also likely to be MDB users. How much does this skew your data by? Who knows? It's not all doom and gloom. There are some things metrics can answer well. Environment facts. How many people have 3 monitors? Have Windows 7? Have .NET 4 installed? Have Japanese Windows? Minor optimizations.  Is the text-box big enough for average user-input? Performance data. How long does our app take to start? How many databases does the average user have on their server? As you can see, questions about who-the-user-is rather than what-the-user-does are easier to answer and action. Conclusion Use SmartAssembly. If not for the metrics (called 'Feature-Usage-Reporting'), then at least for the obfuscation/error-reporting. Data raises more questions than it answers. Questions about environment are the easiest to answer.

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  • Webcast Q&A: ING on How to Scale Role Management and Compliance

    - by Tanu Sood
    Thanks to all who attended the live webcast we hosted on ING: Scaling Role Management and Access Certifications to Thousands of Applications on Wed, April 11th. Those of you who couldn’t join us, the webcast replay is now available. Many thanks to our guest speaker, Mark Robison, Enterprise Architect at ING for walking us through ING’s drivers and rationale for the platform approach, the phased implementation strategy, results & metrics, roadmap and recommendations. We greatly appreciate the insight he shared with us all on the deployment synergies between Oracle Identity Manager (OIM) and Oracle Identity Analytics (OIA) to enforce streamlined user and role management and scalable compliance. Mark was also kind enough to walk us through specific solutions features that helped ING manage the problem of role explosion and implement closed loop remediation. Our host speaker, Neil Gandhi, Principal Product Manager, Oracle rounded off the presentation by discussing common use cases and deployment scenarios we see organizations implement to automate user/identity administration and enforce closed-loop scalable compliance. Neil also called out the specific features in Oracle Identity Analytics 11gR1 that cater to expediting and streamlining compliance processes such as access certifications. While we tackled a few questions during the webcast, we have captured the responses to those that we weren’t able to get to here; our sincere thanks to Mark Robison for taking the time to respond to questions specific to ING’s implementation and strategy. Q. Did you include business friendly entitlment descriptions, or is the business seeing application descriptors A. We include very business friendly descriptions.  The OIA tool has the facility to allow this. Q. When doing attestation on job change, who is in the workflow to review and confirm that the employee should continue to have access? Is that a best practice?   A. The new and old manager  are in the workflow.  The tool can check for any Separation of Duties (SOD) violations with both having similiar accesses.  It may not be a best practice, but it is a reality of doing your old and new job for a transition period on a transfer. Q. What versions of OIM and OIA are being used at ING?   A. OIM 11gR1 and OIA 11gR1; the very latest versions available. Q. Are you using an entitlements / role catalog?   A. Yes. We use both roles and entitlements. Q. What specific unexpected benefits did the Identity Warehouse provide ING?   A. The most unanticipated was to help Legal Hold identify user ID's in the various applications.   Other benefits included providing a one stop shop for all aggregated ID information. Q. How fine grained are your application and entitlements? Did OIA, OIM support that level of granularity?   A. We have some very fine grained entitlements, but we role this up into approved Roles to allow for easier management.   For managing very fine grained entitlements, Oracle offers the Oracle Entitlement Server.  We currently do not own this software but are considering it. Q. Do you allow any individual access or is everything truly role based?   A. We are a hybrid environment with roles and individual positive and negative entitlements Q. Did you use an Agile methodology like scrum to deliver functionality during your project? A. We started with waterfall, but used an agile approach to provide benefits after the initial implementation Q. How did you handle rolling out the standard ID format to existing users? A. We just used the standard IDs for new users.  We have not taken on a project to address the existing nonstandard IDs. Q. To avoid role explosion, how do you deal with apps that require more than a couple of entitlement TYPES? For example, an app may have different levels of access and it may need to know the user's country/state to associate them with particular customers.   A. We focus on the functional user and craft the role around their daily job requirements.  The role captures the required application entitlements.  To keep role explosion down, we use role mining in OIA and also meet and interview the business.  It is an iterative process to get role consensus. Q. Great presentation! How many rounds of Certifications has ING performed so far?  A. Around 7 quarters and constant certifications on transfer. Q. Did you have executive support from the top down   A. Yes  The executive support was key to our success. Q. For your cloud instance are you using OIA or OIM as SaaS?  A. No.  We are just provisioning and deprovisioning to various Cloud providers.  (Service Now is an example) Q. How do you ensure a role owner does not get more priviliges as are intended and thus violates another role, e,g, a DBA Roles should not get tor rigt to run somethings as root, as this would affect the root role? A. We have SOD  checks.  Also all Roles are initially approved by external audit and the role owners have to certify the roles and any changes Q. What is your ratio of employees to roles?   A. We are still in process going through our various lines of business, so I do not have a final ratio.  From what we have seen, the ratio varies greatly depending on the Line of Business and the diversity of Job Functions.  For standardized lines of business such as call centers, the ratio is very good where we can have a single role that covers many employees.  For specialized lines of business like treasury, it can be one or two people per role. Q. Is ING using Oracle On Demand service ?   A. No Q. Do you have to implement or migrate to OIM in order to get the Identity Warehouse, or can OIA provide the identity warehouse as well if you haven't reached OIM yet? A. No, OIM deployment is not required to implement OIA’s Identity Warehouse but as you heard during the webcast, there are tremendous deployment synergies in deploying both OIA and OIM together. Q. When is the Security Governor product coming out? A. Oracle Security Governor for Healthcare is available today. Hope you enjoyed the webcast and we look forward to having you join us for the next webcast in the Customers Talk: Identity as a Platform webcast series: Toyota: Putting Customers First – Identity Platform as a Business Enabler Wednesday, May 16th at 10 am PST/ 1 pm EST Register Today You can also register for a live event at a city near you where Aberdeen’s Derek Brink will discuss the survey results from the recently published report “Analyzing Platform vs. Point Solution Approach in Identity”. And, you can do a quick (& free)  online assessment of your identity programs by benchmarking it against the 160 organizations surveyed  in the Aberdeen report, compliments of Oracle. Here’s the slide deck from our ING webcast: ING webcast platform View more presentations from OracleIDM

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  • Delight and Excite

    - by Applications User Experience
    Mick McGee, CEO & President, EchoUser Editor’s Note: EchoUser is a User Experience design firm in San Francisco and a member of the Oracle Usability Advisory Board. Mick and his staff regularly consult on Oracle Applications UX projects. Being part of a user experience design firm, we have the luxury of working with a lot of great people across many great companies. We get to help people solve their problems.  At least we used to. The basic design challenge is still the same; however, the goal is not necessarily to solve “problems” anymore; it is, “I want our products to delight and excite!” The question for us as UX professionals is how to design to those goals, and then how to assess them from a usability perspective. I’m not sure where I first heard “delight and excite” (A book? blog post? Facebook  status? Steve Jobs quote?), but now I hear these listed as user experience goals all the time. In particular, somewhat paradoxically, I routinely hear them in enterprise software conversations. And when asking these same enterprise companies what will make the project successful, we very often hear, “Make it like Apple.” In past days, it was “make it like Yahoo (or Amazon or Google“) but now Apple is the common benchmark. Steve Jobs and Apple were not secrets, but with Jobs’ passing and Apple becoming the world’s most valuable company in the last year, the impact of great design and experience is suddenly very widespread. In particular, users’ expectations have gone way up. Being an enterprise company is no shield to the general expectations that users now have, for all products. Designing a “Minimum Viable Product” The user experience challenge has historically been, to echo the words of Eric Ries (author of Lean Startup) , to create a “minimum viable product”: the proverbial, “make it good enough”. But, in our profession, the “minimum viable” part of that phrase has oftentimes, unfortunately, referred to the design and user experience. Technology typically dominated the focus of the biggest, most successful companies. Few have had the laser focus of Apple to also create and sell design and user experience alongside great technology. But now that Apple is the most valuable company in the world, copying their success is a common undertaking. Great design is now a premium offering that everyone wants, from the one-person startup to the largest companies, consumer and enterprise. This emerging business paradigm will have significant impact across the user experience design process and profession. One area that particularly interests me is, how are we going to evaluate these new emerging “delight and excite” experiences, which are further customized to each particular domain? How to Measure “Delight and Excite” Traditional usability measures of task completion rate, assists, time, and errors are still extremely useful in many situations; however, they are too blunt to offer much insight into emerging experiences “Satisfaction” is usually assessed in user testing, in roughly equivalent importance to the above objective metrics. Various surveys and scales have provided ways to measure satisfying UX, with whatever questions they include. However, to meet the demands of new business goals and keep users at the center of design and development processes, we have to explore new methods to better capture custom-experience goals and emotion-driven user responses. We have had success assessing custom experiences, including “delight and excite”, by employing a variety of user testing methods that tend to combine formative and summative techniques (formative being focused more on identifying usability issues and ways to improve design, and summative focused more on metrics). Our most successful tool has been one we’ve been using for a long time, Magnitude Estimation Technique (MET). But it’s not necessarily about MET as a measure, rather how it is created. Caption: For one client, EchoUser did two rounds of testing.  Each test was a mix of performing representative tasks and gathering qualitative impressions. Each user participated in an in-person moderated 1-on-1 session for 1 hour, using a testing set-up where they held the phone. The primary goal was to identify usability issues and recommend design improvements. MET is based on a definition of the desired experience, which users will then use to rate items of interest (usually tasks in a usability test). In other words, a custom experience definition needs to be created. This can then be used to measure satisfaction in accomplishing tasks; “delight and excite”; or anything else from strategic goals, user demands, or elsewhere. For reference, our standard MET definition in usability testing is: “User experience is your perception of how easy to use, well designed and productive an interface is to complete tasks.” Articulating the User Experience We’ve helped construct experience definitions for several clients to better match their business goals. One example is a modification of the above that was needed for a company that makes medical-related products: “User experience is your perception of how easy to use, well-designed, productive and safe an interface is for conducting tasks. ‘Safe’ is how free an environment (including devices, software, facilities, people, etc.) is from danger, risk, and injury.” Another example is from a company that is pushing hard to incorporate “delight” into their enterprise business line: “User experience is your perception of a product’s ease of use and learning, satisfaction and delight in design, and ability to accomplish objectives.” I find the last one particularly compelling in that there is little that identifies the experience as being for a highly technical enterprise application. That definition could easily be applied to any number of consumer products. We have gone further than the above, including “sexy” and “cool” where decision-makers insisted they were part of the desired experience. We also applied it to completely different experiences where the “interface” was, for example, riding public transit, the “tasks” were train rides, and we followed the participants through the train-riding journey and rated various aspects accordingly: “A good public transportation experience is a cost-effective way of reliably, conveniently, and safely getting me to my intended destination on time.” To construct these definitions, we’ve employed both bottom-up and top-down approaches, depending on circumstances. For bottom-up, user inputs help dictate the terms that best fit the desired experience (usually by way of cluster and factor analysis). Top-down depends on strategic, visionary goals expressed by upper management that we then attempt to integrate into product development (e.g., “delight and excite”). We like a combination of both approaches to push the innovation envelope, but still be mindful of current user concerns. Hopefully the idea of crafting your own custom experience, and a way to measure it, can provide you with some ideas how you can adapt your user experience needs to whatever company you are in. Whether product-development or service-oriented, nearly every company is ultimately providing a user experience. The Bottom Line Creating great experiences may have been popularized by Steve Jobs and Apple, but I’ll be honest, it’s a good feeling to be moving from “good enough” to “delight and excite,” despite the challenge that entails. In fact, it’s because of that challenge that we will expand what we do as UX professionals to help deliver and assess those experiences. I’m excited to see how we, Oracle, and the rest of the industry will live up to that challenge.

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  • PASS: SQLRally Thoughts

    - by Bill Graziano
    The PASS Board recently decided that we wouldn’t put another US-based SQLRally on the calendar until we had a chance to review the program. I wanted to provide some of my thinking around this. Keep in mind that this is the opinion of one Board member. The Board committed to complete two SQLRally events to determine if an event modeled between SQL Saturday and the Summit was viable. We’ve completed the two events and now it’s time to step back and review the program. This is my seventh year on the PASS Board. Over that time people have asked me why PASS does certain things. Many, many times my answer has been “Because that’s the way we did it last year”. And I am tired of giving that answer. We need to take a step back and review the US-based SQLRally before we schedule another one. It would be irresponsible for me as a Board member to commit resources to this without validating that what we’re doing makes sense for the organization and our members. I have no doubt that this was a great event for the attendees. We just need to validate it’s the best use of our resources. Please keep in mind that we haven’t cancelled the event. We’ve just said we need to review it before scheduling another one. My opinion is that some fairly serious changes are needed to the model before we consider it again – IF we do it again. I’ve come to that conclusion after speaking with the Dallas organizers, our HQ team, our Marketing team, other Board members (including one of the Orlando organizers), attendees in Orlando and Dallas and visiting other similar events. I should point out that their views aren’t unanimous on nearly any part of this event -- which is one of the reasons I want to take some time and think about this before continuing. I think it’s helpful to look at the original goals of what we were trying to accomplish. Andy Warren wrote these up in August of 2010. My summary of these goals and some thoughts on each one is below. Many of these thoughts revolve around the growth of SQL Saturdays. In the two years since that document was written these events have grown significantly. The largest SQL Saturdays are now over 500 people which mean they are nearly the same size as our recent SQLRally. Our goals included: Geographic diversity. We wanted an event in an area of the country that was away from any given Summit location. I think that’s still a valid goal. But we also have SQL Saturdays all over the country. What does SQLRally bring to this that SQLSaturday doesn’t? Speaker growth. One of the stated goals was to build a “farm club” for speakers. This gives us a way for speakers to work up to speaking at Summit by speaking in front of larger crowds. What does SQLRally bring to this that the larger SQL Saturdays aren’t providing? Pre-Conference speakers is one obvious answer here. Lower price. On a per-day basis, SQLRally is roughly 1/4th the price of the Summit. We wanted a way for people to experience something Summit-like at a lower price point. The challenge is that we are very budget constrained at that lower price point. International Event Model.  (I need to write more about this but I’m out of time.  I’ll cover it in the next installment.) There are a number of things I really like about SQLRally. I love the smaller conferences. They give me a chance to meet more people than at something the size of Summit. I like the two day format. That gives you two evenings to be at social events with people. Seeing someone a second day is a great way to build a bond with that person. That’s more difficult to do at a SQL Saturday. We also need to talk about the financial aspects of the event. Last year generated a small $17,000 profit on revenues of $200,000. Percentage-wise that’s reasonable but on an absolute basis it’s not a huge amount in our budget. We think this year will lose between $30,000 and $50,000 and take roughly 1,000 hours of HQ time. We don’t have detailed financials back yet but that’s our best guess at this point. Part of that was driven by using a convention center instead of a hotel. Until we get detailed financials back we won’t have the full picture around the financial impact. This event also takes time and mindshare from our Marketing team. This may sound like a small thing but please don’t underestimate it. Our original vision for this was something that would take very little time from our Marketing team and just a few mentions in the Connector. It turned out to need more than that. And all those mentions and emails take up space we could use to talk about other events and other programs. Last I wanted to talk about some of the things I’m thinking about. I don’t think it’s as simple as saying if we just fix “X” it all gets better. Is this that much better of an event than SQL Saturdays? What if we gave a few SQL Saturdays some extra resources? When SQL Saturdays were around 250 people that wasn’t as viable. With some of those events over 500 we need to reconsider this. We need to get back to a hotel venue. That will help with cost and networking. Is this the best use of the 1,000 HQ hours that we invested in the event? Is our price-point correct? I’m leaning toward raising our price closer to Summit on a per-day basis. I think this will let us put on a higher quality event and alleviate much of the budget pressure. Should growing speakers be a focus? Having top-line pre-conference speakers helps market the event. It will also have an impact on pricing and overall profit. We should also ask if it actually does grow speakers. How many of these people will eventually register for Summit? Attend chapters? Is SQLRally a driver into PASS or is it something that chapters, etc. drive people to? Should we have one paid day and one free instead of two paid days? This is a very interesting model that is used by SQLBits in the UK. This gives you the two day aspect as well as offering options for paid and free attendees. I’m very intrigued by this. Should we focus on a topic? Buried in the minutes is a discussion of whether PASS should have a Business Analytics conference separate from Summit. This is an interesting question to consider. Would making SQLRally be focused on a particular topic make it more attractive? Would that even be a SQLRally? Can PASS effectively manage the two events? (FYI - Probably not.) Would it help differentiate it from Summit and SQL Saturday? These are all questions that I think should be asked and answered before we do this event again. And we can’t do that if we don’t take time to have the discussion. I wanted to get this published before I take off for a few days of vacation. When I get back I’d like to write more about why the international events are different and talk about where we go from here.

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  • Complex event system for DungeonKeeper like game

    - by paul424
    I am working on opensource GPL3 game. http://opendungeons.sourceforge.net/ , new coders would be welcome. Now there's design question regarding Event System: We want to improve the game logic, that is program a new event system. I will just repost what's settled up already on http://forum.freegamedev.net/viewtopic.php?f=45&t=3033. From the discussion came the idea of the Publisher / Subscriber pattern + "domains": My current idea is to use the subscirbers / publishers model. Its similar to Observable pattern, but instead one subscribes to Events types, not Object's Events. For each Event would like to have both static and dynamic type. Static that is its's type would be resolved by belonging to the proper inherited class from Event. That is from Event we would have EventTile, EventCreature, EvenMapLoader, EventGameMap etc. From that there are of course subtypes like EventCreature would be EventKobold, EventKnight, EventTentacle etc. The listeners would collect the event from publishers, and send them subcribers , each of them would be a global singleton. The Listeners type hierachy would exactly mirror the type hierarchy of Events. In each constructor of Event type, the created instance would notify the proper listeners. That is when calling EventKnight the proper ctor would notify the Listeners : EventListener, CreatureLisener and KnightListener. The default action for an listner would be to notify all subscribers, but there would be some exceptions , like EventAttack would notify AttackListener which would dispatch event by the dynamic part ( that is the Creature pointer or hash). Any comments ? #include <vector> class Subscriber; class SubscriberAttack; class Event{ private: int foo; int bar; protected: // static std::vector<Publisher*> publishersList; static std::vector<Subscriber*> subscribersList; static std::vector<Event*> eventQueue; public: Event(){ eventQueue.push_back(this); } static int subscribe(Subscriber* ss); static int unsubscribe(Subscriber* ss); //static int reg_publisher(Publisher* pp); //static int unreg_publisher(Publisher* pp); }; // class Publisher{ // }; class Subscriber{ public: int (*newEvent) (Event* ee); Subscriber( ){ Event::subscribe(this); } Subscriber( int (*fp) (Event* ee) ):newEvent(fp){ Subscriber(); } ~Subscriber(){ Event::unsubscribe(this); } }; class EventAttack: Event{ private: int foo; int bar; protected: // static std::vector<Publisher*> publishersList; static std::vector<SubscriberAttack*> subscribersList; static std::vector<EventAttack*> eventQueue; public: EventAttack(){ eventQueue.push_back(this); } static int subscribe(SubscriberAttack* ss); static int unsubscribe(SubscriberAttack* ss); //static int reg_publisher(Publisher* pp); //static int unreg_publisher(Publisher* pp); }; class AttackSubscriber :Subscriber{ public: int (*newEvent) (EventAttack* ee); AttackSubscriber( ){ EventAttack::subscribe(this); } AttackSubscriber( int (*fp) (EventAttack* ee) ):newEventAttack(fp){ AttackSubscriber(); } ~AttackSubscriber(){ EventAttack::unsubscribe(this); } }; From that point, others wanted the Subject-Observer pattern, that is one would subscribe to all event types produced by particular object. That way it came out to add the domain system : Huh, to meet the ability to listen to particular game's object events, I though of introducing entity domains . Domains are trees, which nodes are labeled by unique names for each level. ( like the www addresses ). Each Entity wanting to participate in our event system ( that is be able to publish / produce events ) should at least now its domain name. That would end up in Player1/Room/Treasury/#24 or Player1/Creature/Kobold/#3 producing events. The subscriber picks some part of a tree. For example by specifiing subtree with the root in one of the nodes like Player1/Room/* ,would subscribe us to all Players1's room's event, and Player1/Creature/Kobold/#3 would subscribe to Players' third kobold's event. Does such event system make sense to you ? I have many implementation details to ask as well, but first let's start some general discussion. Note1: Notice that in the case of a fight between two creatues fight , the creature being attacked would have to throw an event, becuase it is HE/SHE/IT who have its domain address. So that would be BeingAttackedEvent() etc. I will edit that post if some other reflections on this would come out. Note2: the existing class hierarchy might be used to get the domains addresses being build in constructor . In a ctor you would just add + ."className" to domain address. If you are in a class'es hierarchy leaf constructor one might use nextID , hash or any other charactteristic, just to make the addresses distinguishable . Note3:subscribing to all entity's Events would require knowledge of all possible events produced by this entity . This could be done in one function call, but information on E produced would have to be handled for every Entity. SmartNote4 : Finding proper subscribers in a tree would be easy. One would start in particular Leaf for example Player1/Creature/Kobold/#3 and go up one parent a time , notifiying each Subscriber in a Node ie. : Player1/Creature/Kobold/* , Player1/Creature/* , Player1/* etc, , up to a root that is /* .<<<< Note5: The Event system was needed to have some way of incorporating Angelscript code into application. So the Event dispatcher was to be a gate to A-script functions. But it came out to this one.

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  • Beyond Cloud Technology, Enabling A More Agile and Responsive Organization

    - by sxkumar
    This is the second part of the blog “Clouds, Clouds Everywhere But not a Drop of Rain”. In the first part,  I was sharing with you how a broad-based transformation makes cloud more than a technology initiative, I will describe in this section how it requires people (organizational) and process changes as well, and these changes are as critical as is the choice of right tools and technology. People: Most IT organizations have a fairly complex organizational structure. There are different groups, managing different pieces of the puzzle, and yet, they don't always work together. Provisioning a new application therefore may require a request to float endlessly through system administrators, DBAs and middleware admin worlds – resulting in long delays and constant finger pointing.  Cloud users expect end-to-end automation - which requires these silos to be greatly simplified, if not completely eliminated.  Most customers I talk to acknowledge this problem but are quick to admit that such a transformation is hard. As hard as it may be, I am afraid that the status quo is no longer an option. Sticking to an organizational structure that was created ages back will not only impede cloud adoption,  it also risks making the IT skills increasingly irrelevant in a world that is rapidly moving towards converged applications and infrastructure.   Process: Most IT organizations today operate with a mindset that they must fully "control" access to any and all types of IT services. This in turn leads to people clinging on to outdated manual approval processes .  While requiring approvals for scarce resources makes sense, insisting that every single request must be manually approved defeats the very purpose of cloud. Not only this causes delays, thereby at least partially negating the agility benefits, it also results in gross inefficiency. In a cloud environment, self-service access should be governed by policies, quotas that the administrators can define upfront . For a cloud initiative to be successful, IT organizations MUST be ready to empower users by giving them real control rather than insisting on brokering every single interaction between users and the cloud resources. Technology: From a technology perspective, cloud is about consolidation, standardization and automation. A consolidated and standardized infrastructure helps increase utilization and reduces cost. Additionally, it  enables a much higher degree of automation - thereby providing users the required agility while minimizing operational costs.  Obviously, automation is the key to cloud. Unfortunately it hasn’t received as much attention within enterprises as it should have.  Many organizations are just now waking up to the criticality of automation and it still often gets relegated to back burner in favor of other "high priority" projects. However, it is important to understand that without the right type and level of automation, cloud will remain a distant dream for most enterprises. This in turn makes the choice of the cloud management software extremely critical.  For a cloud management software to be effective in an enterprise environment, it must meet the following qualifications: Broad and Deep Solution It should offer a broad and deep solution to enable the kind of broad-based transformation we are talking about.  Its footprint must cover physical and virtual systems, as well as infrastructure, database and application tiers. Too many enterprises choose to equate cloud with virtualization. While virtualization is a critical component of a cloud solution, it is just a component and not the whole solution. Similarly, too many people tend to equate cloud with Infrastructure-as-a-Service (IaaS). While it is perfectly reasonable to treat IaaS as a starting point, it is important to realize that it is just the first stepping stone - and on its own it can only provide limited business benefits. It is actually the higher level services, such as (application) platform and business applications, that will bring about a more meaningful transformation to your enterprise. Run and Manage Efficiently Your Mission Critical Applications It should not only be able to run your mission critical applications, it should do so better than before.  For enterprises, applications and data are the critical business assets  As such, if you are building a cloud platform that cannot run your ERP application, it isn't truly a "enterprise cloud".  Also, be wary of  vendors who try to sell you the idea that your applications must be written in a certain way to be able to run on the cloud. That is nothing but a bogus, self-serving argument. For the cloud to be meaningful to enterprises, it should adopt to your applications - and not the other way around.  Automated, Integrated Set of Cloud Management Capabilities At the root of many of the problems plaguing enterprise IT today is complexity. A complex maze of tools and technology, coupled with archaic  processes, results in an environment which is inflexible, inefficient and simply too hard to manage. Management tool consolidation, therefore, is key to the success of your cloud as tool proliferation adds to complexity, encourages compartmentalization and defeats the very purpose that you are building the cloud for. Decision makers ought to be extra cautious about vendors trying to sell them a "suite" of disparate and loosely integrated products as a cloud solution.  An effective enterprise cloud management solution needs to provide a tightly integrated set of capabilities for all aspects of cloud lifecycle management. A simple question to ask: will your environment be more or less complex after you implement your cloud? More often than not, the answer will surprise you.  At Oracle, we have understood these challenges and have been working hard to create cloud solutions that are relevant and meaningful for enterprises.  And we have been doing it for much longer than you may think. Oracle was one of the very first enterprise software companies to make our products available on the Amazon Cloud. As far back as in 2007, we created new cloud solutions such as Cloud Database Backup that are helping customers like Amazon save millions every year.  Our cloud solution portfolio is also the broadest and most deep in the industry  - covering public, private, hybrid, Infrastructure, platform and applications clouds. It is no coincidence therefore that the Oracle Cloud today offers the most comprehensive set of public cloud services in the industry.  And to a large part, this has been made possible thanks to our years on investment in creating cloud enabling technologies. I will dedicated the third and final part of the blog “Clouds, Clouds Everywhere But not a Drop of Rain” to Oracle Cloud Technologies Building Blocks and how they mapped into our vision of Enterprise Cloud. Stay Tuned.

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