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Web Browser Control – Specifying the IE Version

- by Rick Strahl

I use the Internet Explorer Web Browser Control in a lot of my applications to display document type layout. HTML happens to be one of the most common document formats and displaying data in this format – even in desktop applications, is often way easier than using normal desktop technologies. One issue the Web Browser Control has that it’s perpetually stuck in IE 7 rendering mode by default. Even though IE 8 and now 9 have significantly upgraded the IE rendering engine to be more CSS and HTML compliant by default the Web Browser control will have none of it. IE 9 in particular – with its much improved CSS support and basic HTML 5 support is a big improvement and even though the IE control uses some of IE’s internal rendering technology it’s still stuck in the old IE 7 rendering by default. This applies whether you’re using the Web Browser control in a WPF application, a WinForms app, a FoxPro or VB classic application using the ActiveX control. Behind the scenes all these UI platforms use the COM interfaces and so you’re stuck by those same rules. Rendering Challenged To see what I’m talking about here are two screen shots rendering an HTML 5 doctype page that includes some CSS 3 functionality – rounded corners and border shadows - from an earlier post. One uses IE 9 as a standalone browser, and one uses a simple WPF form that includes the Web Browser control. IE 9 Browser: Web Browser control in a WPF form: The IE 9 page displays this HTML correctly – you see the rounded corners and shadow displayed. Obviously the latter rendering using the Web Browser control in a WPF application is a bit lacking. Not only are the new CSS features missing but the page also renders in Internet Explorer’s quirks mode so all the margins, padding etc. behave differently by default, even though there’s a CSS reset applied on this page. If you’re building an application that intends to use the Web Browser control for a live preview of some HTML this is clearly undesirable. Feature Delegation via Registry Hacks Fortunately starting with Internet Explore 8 and later there’s a fix for this problem via a registry setting. You can specify a registry key to specify which rendering mode and version of IE should be used by that application. These are not global mind you – they have to be enabled for each application individually. There are two different sets of keys for 32 bit and 64 bit applications. 32 bit: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION Value Key: yourapplication.exe 64 bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION Value Key: yourapplication.exe The value to set this key to is (taken from MSDN here) as decimal values: 9999 (0x270F) Internet Explorer 9. Webpages are displayed in IE9 Standards mode, regardless of the !DOCTYPE directive. 9000 (0x2328) Internet Explorer 9. Webpages containing standards-based !DOCTYPE directives are displayed in IE9 mode. 8888 (0x22B8) Webpages are displayed in IE8 Standards mode, regardless of the !DOCTYPE directive. 8000 (0x1F40) Webpages containing standards-based !DOCTYPE directives are displayed in IE8 mode. 7000 (0x1B58) Webpages containing standards-based !DOCTYPE directives are displayed in IE7 Standards mode. The added key looks something like this in the Registry Editor: With this in place my Html Html Help Builder application which has wwhelp.exe as its main executable now works with HTML 5 and CSS 3 documents in the same way that Internet Explorer 9 does. Incidentally I accidentally added an ‘empty’ DWORD value of 0 to my EXE name and that worked as well giving me IE 9 rendering. Although not documented I suspect 0 (or an invalid value) will default to the installed browser. Don’t have a good way to test this but if somebody could try this with IE 8 installed that would be great: What happens when setting 9000 with IE 8 installed? What happens when setting 0 with IE 8 installed? Don’t forget to add Keys for Host Environments If you’re developing your application in Visual Studio and you run the debugger you may find that your application is still not rendering right, but if you run the actual generated EXE from Explorer or the OS command prompt it works. That’s because when you run the debugger in Visual Studio it wraps your application into a debugging host container. For this reason you might want to also add another registry key for yourapp.vshost.exe on your development machine. If you’re developing in Visual FoxPro make sure you add a key for vfp9.exe to see the rendering adjustments in the Visual FoxPro development environment. Cleaner HTML - no more HTML mangling! There are a number of additional benefits to setting up rendering of the Web Browser control to the IE 9 engine (or even the IE 8 engine) beyond the obvious rendering functionality. IE 9 actually returns your HTML in something that resembles the original HTML formatting, as opposed to the IE 7 default format which mangled the original HTML content. If you do the following in the WPF application: private void button2_Click(object sender, RoutedEventArgs e) { dynamic doc = this.webBrowser.Document; MessageBox.Show(doc.body.outerHtml); } you get different output depending on the rendering mode active. With the default IE 7 rendering you get: <BODY><DIV> <H1>Rounded Corners and Shadows - Creating Dialogs in CSS</H1> <DIV class=toolbarcontainer><A class=hoverbutton href="./"><IMG src="../../css/images/home.gif"> Home</A> <A class=hoverbutton href="RoundedCornersAndShadows.htm"><IMG src="../../css/images/refresh.gif"> Refresh</A> </DIV> <DIV class=containercontent> <FIELDSET><LEGEND>Plain Box</LEGEND> <DIV style="BORDER-BOTTOM: steelblue 2px solid; BORDER-LEFT: steelblue 2px solid; WIDTH: 550px; BORDER-TOP: steelblue 2px solid; BORDER-RIGHT: steelblue 2px solid" class="roundbox boxshadow"> <DIV style="BACKGROUND: khaki" class="boxcontenttext roundbox">Simple Rounded Corner Box. </DIV></DIV></FIELDSET> <FIELDSET><LEGEND>Box with Header</LEGEND> <DIV style="BORDER-BOTTOM: steelblue 2px solid; BORDER-LEFT: steelblue 2px solid; WIDTH: 550px; BORDER-TOP: steelblue 2px solid; BORDER-RIGHT: steelblue 2px solid" class="roundbox boxshadow"> <DIV class="gridheaderleft roundbox-top">Box with a Header</DIV> <DIV style="BACKGROUND: khaki" class="boxcontenttext roundbox-bottom">Simple Rounded Corner Box. </DIV></DIV></FIELDSET> <FIELDSET><LEGEND>Dialog Style Window</LEGEND> <DIV style="POSITION: relative; WIDTH: 450px" id=divDialog class="dialog boxshadow" jQuery16107208195684204002="2"> <DIV style="POSITION: relative" class=dialog-header> <DIV class=closebox></DIV>User Sign-in <DIV class=closebox jQuery16107208195684204002="3"></DIV></DIV> <DIV class=descriptionheader>This dialog is draggable and closable</DIV> <DIV class=dialog-content><LABEL>Username:</LABEL> <INPUT name=txtUsername value=" "> <LABEL>Password</LABEL> <INPUT name=txtPassword value=" "> <HR> <INPUT id=btnLogin value=Login type=button> </DIV> <DIV class=dialog-statusbar>Ready</DIV></DIV></FIELDSET> </DIV> <SCRIPT type=text/javascript> $(document).ready(function () { $("#divDialog") .draggable({ handle: ".dialog-header" }) .closable({ handle: ".dialog-header", closeHandler: function () { alert("Window about to be closed."); return true; // true closes - false leaves open } }); }); </SCRIPT> </DIV></BODY> Now lest you think I’m out of my mind and create complete whacky HTML rooted in the last century, here’s the IE 9 rendering mode output which looks a heck of a lot cleaner and a lot closer to my original HTML of the page I’m accessing: <body> <div> <h1>Rounded Corners and Shadows - Creating Dialogs in CSS</h1> <div class="toolbarcontainer"> <a class="hoverbutton" href="./"> <img src="../../css/images/home.gif"> Home</a> <a class="hoverbutton" href="RoundedCornersAndShadows.htm"> <img src="../../css/images/refresh.gif"> Refresh</a> </div> <div class="containercontent"> <fieldset> <legend>Plain Box</legend>  <div style="border: 2px solid steelblue; width: 550px;" class="roundbox boxshadow"> <div style="background: khaki;" class="boxcontenttext roundbox"> Simple Rounded Corner Box. </div> </div> </fieldset> <fieldset> <legend>Box with Header</legend> <div style="border: 2px solid steelblue; width: 550px;" class="roundbox boxshadow"> <div class="gridheaderleft roundbox-top">Box with a Header</div> <div style="background: khaki;" class="boxcontenttext roundbox-bottom"> Simple Rounded Corner Box. </div> </div> </fieldset> <fieldset> <legend>Dialog Style Window</legend> <div style="width: 450px; position: relative;" id="divDialog" class="dialog boxshadow"> <div style="position: relative;" class="dialog-header"> <div class="closebox"></div> User Sign-in <div class="closebox"></div></div> <div class="descriptionheader">This dialog is draggable and closable</div> <div class="dialog-content"> <label>Username:</label> <input name="txtUsername" value=" " type="text"> <label>Password</label> <input name="txtPassword" value=" " type="text"> <hr/> <input id="btnLogin" value="Login" type="button"> </div> <div class="dialog-statusbar">Ready</div> </div> </fieldset> </div> <script type="text/javascript"> $(document).ready(function () { $("#divDialog") .draggable({ handle: ".dialog-header" }) .closable({ handle: ".dialog-header", closeHandler: function () { alert("Window about to be closed."); return true; // true closes - false leaves open } }); }); </script> </div> </body> IOW, in IE9 rendering mode IE9 is much closer (but not identical) to the original HTML from the page on the Web that we’re reading from. As a side note: Unfortunately, the browser feature emulation can't be applied against the Html Help (CHM) Engine in Windows which uses the Web Browser control (or COM interfaces anyway) to render Html Help content. I tried setting up hh.exe which is the help viewer, to use IE 9 rendering but a help file generated with CSS3 features will simply show in IE 7 mode. Bummer - this would have been a nice quick fix to allow help content served from CHM files to look better. HTML Editing leaves HTML formatting intact In the same vane, if you do any inline HTML editing in the control by setting content to be editable, IE 9’s control does a much more reasonable job of creating usable and somewhat valid HTML. It also leaves the original content alone other than the text your are editing or adding. No longer is the HTML output stripped of excess spaces and reformatted in IEs format. So if I do: private void button3_Click(object sender, RoutedEventArgs e) { dynamic doc = this.webBrowser.Document; doc.body.contentEditable = true; } and then make some changes to the document by typing into it using IE 9 mode, the document formatting stays intact and only the affected content is modified. The created HTML is reasonably clean (although it does lack proper XHTML formatting for things like <br/> <hr/>). This is very different from IE 7 mode which mangled the HTML as soon as the page was loaded into the control. Any editing you did stripped out all white space and lost all of your existing XHTML formatting. In IE 9 mode at least *most* of your original formatting stays intact. This is huge! In Html Help Builder I have supported HTML editing for a long time but the HTML mangling by the Web Browser control made it very difficult to edit the HTML later. Previously IE would mangle the HTML by stripping out spaces, upper casing all tags and converting many XHTML safe tags to its HTML 3 tags. Now IE leaves most of my document alone while editing, and creates cleaner and more compliant markup (with exception of self-closing elements like BR/HR). The end result is that I now have HTML editing in place that's much cleaner and actually capable of being manually edited. Caveats, Caveats, Caveats It wouldn't be Internet Explorer if there weren't some major compatibility issues involved in using this various browser version interaction. The biggest thing I ran into is that there are odd differences in some of the COM interfaces and what they return. I specifically ran into a problem with the document.selection.createRange() function which with IE 7 compatibility returns an expected text range object. When running in IE 8 or IE 9 mode however. I could not retrieve a valid text range with this code where loEdit is the WebBrowser control: loRange = loEdit.document.selection.CreateRange() The loRange object returned (here in FoxPro) had a length property of 0 but none of the other properties of the TextRange or TextRangeCollection objects were available. I figured this was due to some changed security settings but even after elevating the Intranet Security Zone and mucking with the other browser feature flags pertaining to security I had no luck. In the end I relented and used a JavaScript function in my editor document that returns a selection range object: function getselectionrange() { var range = document.selection.createRange(); return range; } and call that JavaScript function from my host applications code: *** Use a function in the document to get around HTML Editing issues loRange = loEdit.document.parentWindow.getselectionrange(.f.) and that does work correctly. This wasn't a big deal as I'm already loading a support script file into the editor page so all I had to do is add the function to this existing script file. You can find out more how to call script code in the Web Browser control from a host application in a previous post of mine. IE 8 and 9 also clamp down the security environment a little more than the default IE 7 control, so there may be other issues you run into. Other than the createRange() problem above I haven't seen anything else that is breaking in my code so far though and that's encouraging at least since it uses a lot of HTML document manipulation for the custom editor I've created (and would love to replace - any PROFESSIONAL alternatives anybody?) Registry Key Installation for your Application It’s important to remember that this registry setting is made per application, so most likely this is something you want to set up with your installer. Also remember that 32 and 64 bit settings require separate settings in the registry so if you’re creating your installer you most likely will want to set both keys in the registry preemptively for your application. I use Tarma Installer for all of my application installs and in Tarma I configure registry keys for both and set a flag to only install the latter key group in the 64 bit version: Because this setting is application specific you have to do this for every application you install unfortunately, but this also means that you can safely configure this setting in the registry because it is after only applied to your application. Another problem with install based installation is version detection. If IE 8 is installed I’d want 8000 for the value, if IE 9 is installed I want 9000. I can do this easily in code but in the installer this is much more difficult. I don’t have a good solution for this at the moment, but given that the app works with IE 7 mode now, IE 9 mode is just a bonus for the moment. If IE 9 is not installed and 9000 is used the default rendering will remain in use. It sure would be nice if we could specify the IE rendering mode as a property, but I suspect the ActiveX container has to know before it loads what actual version to load up and once loaded can only load a single version of IE. This would account for this annoying application level configuration… Summary The registry feature emulation has been available for quite some time, but I just found out about it today and started experimenting around with it. I’m stoked to see that this is available as I’d pretty much given up in ever seeing any better rendering in the Web Browser control. Now at least my apps can take advantage of newer HTML features. Now if we could only get better HTML Editing support somehow <snicker>… ah can’t have everything.© Rick Strahl, West Wind Technologies, 2005-2011Posted in .NET FoxPro Windows

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What’s New in ASP.NET 4.0 Part Two: WebForms and Visual Studio Enhancements

- by Rick Strahl

In the last installment I talked about the core changes in the ASP.NET runtime that I’ve been taking advantage of. In this column, I’ll cover the changes to the Web Forms engine and some of the cool improvements in Visual Studio that make Web and general development easier. WebForms The WebForms engine is the area that has received most significant changes in ASP.NET 4.0. Probably the most widely anticipated features are related to managing page client ids and of ViewState on WebForm pages. Take Control of Your ClientIDs Unique ClientID generation in ASP.NET has been one of the most complained about “features” in ASP.NET. Although there’s a very good technical reason for these unique generated ids - they guarantee unique ids for each and every server control on a page - these unique and generated ids often get in the way of client-side JavaScript development and CSS styling as it’s often inconvenient and fragile to work with the long, generated ClientIDs. In ASP.NET 4.0 you can now specify an explicit client id mode on each control or each naming container parent control to control how client ids are generated. By default, ASP.NET generates mangled client ids for any control contained in a naming container (like a Master Page, or a User Control for example). The key to ClientID management in ASP.NET 4.0 are the new ClientIDMode and ClientIDRowSuffix properties. ClientIDMode supports four different ClientID generation settings shown below. For the following examples, imagine that you have a Textbox control named txtName inside of a master page control container on a WebForms page. <%@Page Language="C#" MasterPageFile="~/Site.Master" CodeBehind="WebForm2.aspx.cs" Inherits="WebApplication1.WebForm2" %> <asp:Content ID="content" ContentPlaceHolderID="content" runat="server" ClientIDMode="Static" > <asp:TextBox runat="server" ID="txtName" /> </asp:Content> The four available ClientIDMode values are: AutoID This is the existing behavior in ASP.NET 1.x-3.x where full naming container munging takes place. <input name="ctl00$content$txtName" type="text" id="ctl00_content_txtName" /> This should be familiar to any ASP.NET developer and results in fairly unpredictable client ids that can easily change if the containership hierarchy changes. For example, removing the master page changes the name in this case, so if you were to move a block of script code that works against the control to a non-Master page, the script code immediately breaks. Static This option is the most deterministic setting that forces the control’s ClientID to use its ID value directly. No naming container naming at all is applied and you end up with clean client ids: <input name="ctl00$content$txtName" type="text" id="txtName" /> Note that the name property which is used for postback variables to the server still is munged, but the ClientID property is displayed simply as the ID value that you have assigned to the control. This option is what most of us want to use, but you have to be clear on that because it can potentially cause conflicts with other controls on the page. If there are several instances of the same naming container (several instances of the same user control for example) there can easily be a client id naming conflict. Note that if you assign Static to a data-bound control, like a list child control in templates, you do not get unique ids either, so for list controls where you rely on unique id for child controls, you’ll probably want to use Predictable rather than Static. I’ll write more on this a little later when I discuss ClientIDRowSuffix. Predictable The previous two values are pretty self-explanatory. Predictable however, requires some explanation. To me at least it’s not in the least bit predictable. MSDN defines this value as follows: This algorithm is used for controls that are in data-bound controls. The ClientID value is generated by concatenating the ClientID value of the parent naming container with the ID value of the control. If the control is a data-bound control that generates multiple rows, the value of the data field specified in the ClientIDRowSuffix property is added at the end. For the GridView control, multiple data fields can be specified. If the ClientIDRowSuffix property is blank, a sequential number is added at the end instead of a data-field value. Each segment is separated by an underscore character (_). The key that makes this value a bit confusing is that it relies on the parent NamingContainer’s ClientID to build its own ClientID value. This effectively means that the value is not predictable at all but rather very tightly coupled to the parent naming container’s ClientIDMode setting. For my simple textbox example, if the ClientIDMode property of the parent naming container (Page in this case) is set to “Predictable” you’ll get this: <input name="ctl00$content$txtName" type="text" id="content_txtName" /> which gives an id that based on walking up to the currently active naming container (the MasterPage content container) and starting the id formatting from there downward. Think of this as a semi unique name that’s guaranteed unique only for the naming container. If, on the other hand, the Page is set to “AutoID” you get the following with Predictable on txtName: <input name="ctl00$content$txtName" type="text" id="ctl00_content_txtName" /> The latter is effectively the same as if you specified AutoID because it inherits the AutoID naming from the Page and Content Master Page control of the page. But again - predictable behavior always depends on the parent naming container and how it generates its id, so the id may not always be exactly the same as the AutoID generated value because somewhere in the NamingContainer chain the ClientIDMode setting may be set to a different value. For example, if you had another naming container in the middle that was set to Static you’d end up effectively with an id that starts with the NamingContainers id rather than the whole ctl000_content munging. The most common use for Predictable is likely to be for data-bound controls, which results in each data bound item getting a unique ClientID. Unfortunately, even here the behavior can be very unpredictable depending on which data-bound control you use - I found significant differences in how template controls in a GridView behave from those that are used in a ListView control. For example, GridView creates clean child ClientIDs, while ListView still has a naming container in the ClientID, presumably because of the template container on which you can’t set ClientIDMode. Predictable is useful, but only if all naming containers down the chain use this setting. Otherwise you’re right back to the munged ids that are pretty unpredictable. Another property, ClientIDRowSuffix, can be used in combination with ClientIDMode of Predictable to force a suffix onto list client controls. For example: <asp:GridView runat="server" ID="gvItems" AutoGenerateColumns="false" ClientIDMode="Static" ClientIDRowSuffix="Id"> <Columns> <asp:TemplateField> <ItemTemplate> <asp:Label runat="server" id="txtName" Text='<%# Eval("Name") %>' ClientIDMode="Predictable"/> </ItemTemplate> </asp:TemplateField> <asp:TemplateField> <ItemTemplate> <asp:Label runat="server" id="txtId" Text='<%# Eval("Id") %>' ClientIDMode="Predictable" /> </ItemTemplate> </asp:TemplateField> </Columns> </asp:GridView> generates client Ids inside of a column in the master page described earlier: <td> <span id="txtName_0">Rick</span> </td> where the value after the underscore is the ClientIDRowSuffix field - in this case “Id” of the item data bound to the control. Note that all of the child controls require ClientIDMode=”Predictable” in order for the ClientIDRowSuffix to be applied, and the parent GridView controls need to be set to Static either explicitly or via Naming Container inheritance to give these simple names. It’s a bummer that ClientIDRowSuffix doesn’t work with Static to produce this automatically. Another real problem is that other controls process the ClientIDMode differently. For example, a ListView control processes the Predictable ClientIDMode differently and produces the following with the Static ListView and Predictable child controls: <span id="ctrl0_txtName_0">Rick</span> I couldn’t even figure out a way using ClientIDMode to get a simple ID that also uses a suffix short of falling back to manually generated ids using <%= %> expressions instead. Given the inconsistencies inside of list controls using <%= %>, ids for the ListView might not be a bad idea anyway. Inherit The final setting is Inherit, which is the default for all controls except Page. This means that controls by default inherit the parent naming container’s ClientIDMode setting. For more detailed information on ClientID behavior and different scenarios you can check out a blog post of mine on this subject: http://www.west-wind.com/weblog/posts/54760.aspx. ClientID Enhancements Summary The ClientIDMode property is a welcome addition to ASP.NET 4.0. To me this is probably the most useful WebForms feature as it allows me to generate clean IDs simply by setting ClientIDMode="Static" on either the page or inside of Web.config (in the Pages section) which applies the setting down to the entire page which is my 95% scenario. For the few cases when it matters - for list controls and inside of multi-use user controls or custom server controls) - I can use Predictable or even AutoID to force controls to unique names. For application-level page development, this is easy to accomplish and provides maximum usability for working with client script code against page controls. ViewStateMode Another area of large criticism for WebForms is ViewState. ViewState is used internally by ASP.NET to persist page-level changes to non-postback properties on controls as pages post back to the server. It’s a useful mechanism that works great for the overall mechanics of WebForms, but it can also cause all sorts of overhead for page operation as ViewState can very quickly get out of control and consume huge amounts of bandwidth in your page content. ViewState can also wreak havoc with client-side scripting applications that modify control properties that are tracked by ViewState, which can produce very unpredictable results on a Postback after client-side updates. Over the years in my own development, I’ve often turned off ViewState on pages to reduce overhead. Yes, you lose some functionality, but you can easily implement most of the common functionality in non-ViewState workarounds. Relying less on heavy ViewState controls and sticking with simpler controls or raw HTML constructs avoids getting around ViewState problems. In ASP.NET 3.x and prior, it wasn’t easy to control ViewState - you could turn it on or off and if you turned it off at the page or web.config level, you couldn’t turn it back on for specific controls. In short, it was an all or nothing approach. With ASP.NET 4.0, the new ViewStateMode property gives you more control. It allows you to disable ViewState globally either on the page or web.config level and then turn it back on for specific controls that might need it. ViewStateMode only works when EnableViewState="true" on the page or web.config level (which is the default). You can then use ViewStateMode of Disabled, Enabled or Inherit to control the ViewState settings on the page. If you’re shooting for minimal ViewState usage, the ideal situation is to set ViewStateMode to disabled on the Page or web.config level and only turn it back on particular controls: <%@Page Language="C#" CodeBehind="WebForm2.aspx.cs" Inherits="Westwind.WebStore.WebForm2" ClientIDMode="Static" ViewStateMode="Disabled" EnableViewState="true" %>  <asp:TextBox runat="server" ID="txtName" ViewStateMode="Enabled" />  <asp:TextBox runat="server" ID="txtAddress" /> Note that the EnableViewState="true" at the Page level isn’t required since it’s the default, but it’s important that the value is true. ViewStateMode has no effect if EnableViewState="false" at the page level. The main benefit of ViewStateMode is that it allows you to more easily turn off ViewState for most of the page and enable only a few key controls that might need it. For me personally, this is a perfect combination as most of my WebForm apps can get away without any ViewState at all. But some controls - especially third party controls - often don’t work well without ViewState enabled, and now it’s much easier to selectively enable controls rather than the old way, which required you to pretty much turn off ViewState for all controls that you didn’t want ViewState on. Inline HTML Encoding HTML encoding is an important feature to prevent cross-site scripting attacks in data entered by users on your site. In order to make it easier to create HTML encoded content, ASP.NET 4.0 introduces a new Expression syntax using <%: %> to encode string values. The encoding expression syntax looks like this: <%: "<script type='text/javascript'>" + "alert('Really?');</script>" %> which produces properly encoded HTML: <script type='text/javascript' >alert('Really?');</script> Effectively this is a shortcut to: <%= HttpUtility.HtmlEncode( "<script type='text/javascript'>" + "alert('Really?');</script>") %> Of course the <%: %> syntax can also evaluate expressions just like <%= %> so the more common scenario applies this expression syntax against data your application is displaying. Here’s an example displaying some data model values: <%: Model.Address.Street %> This snippet shows displaying data from your application’s data store or more importantly, from data entered by users. Anything that makes it easier and less verbose to HtmlEncode text is a welcome addition to avoid potential cross-site scripting attacks. Although I listed Inline HTML Encoding here under WebForms, anything that uses the WebForms rendering engine including ASP.NET MVC, benefits from this feature. ScriptManager Enhancements The ASP.NET ScriptManager control in the past has introduced some nice ways to take programmatic and markup control over script loading, but there were a number of shortcomings in this control. The ASP.NET 4.0 ScriptManager has a number of improvements that make it easier to control script loading and addresses a few of the shortcomings that have often kept me from using the control in favor of manual script loading. The first is the AjaxFrameworkMode property which finally lets you suppress loading the ASP.NET AJAX runtime. Disabled doesn’t load any ASP.NET AJAX libraries, but there’s also an Explicit mode that lets you pick and choose the library pieces individually and reduce the footprint of ASP.NET AJAX script included if you are using the library. There’s also a new EnableCdn property that forces any script that has a new WebResource attribute CdnPath property set to a CDN supplied URL. If the script has this Attribute property set to a non-null/empty value and EnableCdn is enabled on the ScriptManager, that script will be served from the specified CdnPath. [assembly: WebResource( "Westwind.Web.Resources.ww.jquery.js", "application/x-javascript", CdnPath = "http://mysite.com/scripts/ww.jquery.min.js")] Cool, but a little too static for my taste since this value can’t be changed at runtime to point at a debug script as needed, for example. Assembly names for loading scripts from resources can now be simple names rather than fully qualified assembly names, which make it less verbose to reference scripts from assemblies loaded from your bin folder or the assembly reference area in web.config: <asp:ScriptManager runat="server" id="Id" EnableCdn="true" AjaxFrameworkMode="disabled"> <Scripts> <asp:ScriptReference Name="Westwind.Web.Resources.ww.jquery.js" Assembly="Westwind.Web" /> </Scripts> </asp:ScriptManager> The ScriptManager in 4.0 also supports script combining via the CompositeScript tag, which allows you to very easily combine scripts into a single script resource served via ASP.NET. Even nicer: You can specify the URL that the combined script is served with. Check out the following script manager markup that combines several static file scripts and a script resource into a single ASP.NET served resource from a static URL (allscripts.js): <asp:ScriptManager runat="server" id="Id" EnableCdn="true" AjaxFrameworkMode="disabled"> <CompositeScript Path="~/scripts/allscripts.js"> <Scripts> <asp:ScriptReference Path="~/scripts/jquery.js" /> <asp:ScriptReference Path="~/scripts/ww.jquery.js" /> <asp:ScriptReference Name="Westwind.Web.Resources.editors.js" Assembly="Westwind.Web" /> </Scripts> </CompositeScript> </asp:ScriptManager> When you render this into HTML, you’ll see a single script reference in the page: <script src="scripts/allscripts.debug.js" type="text/javascript"></script> All you need to do to make this work is ensure that allscripts.js and allscripts.debug.js exist in the scripts folder of your application - they can be empty but the file has to be there. This is pretty cool, but you want to be real careful that you use unique URLs for each combination of scripts you combine or else browser and server caching will easily screw you up royally. The script manager also allows you to override native ASP.NET AJAX scripts now as any script references defined in the Scripts section of the ScriptManager trump internal references. So if you want custom behavior or you want to fix a possible bug in the core libraries that normally are loaded from resources, you can now do this simply by referencing the script resource name in the Name property and pointing at System.Web for the assembly. Not a common scenario, but when you need it, it can come in real handy. Still, there are a number of shortcomings in this control. For one, the ScriptManager and ClientScript APIs still have no common entry point so control developers are still faced with having to check and support both APIs to load scripts so that controls can work on pages that do or don’t have a ScriptManager on the page. The CdnUrl is static and compiled in, which is very restrictive. And finally, there’s still no control over where scripts get loaded on the page - ScriptManager still injects scripts into the middle of the HTML markup rather than in the header or optionally the footer. This, in turn, means there is little control over script loading order, which can be problematic for control developers. MetaDescription, MetaKeywords Page Properties There are also a number of additional Page properties that correspond to some of the other features discussed in this column: ClientIDMode, ClientTarget and ViewStateMode. Another minor but useful feature is that you can now directly access the MetaDescription and MetaKeywords properties on the Page object to set the corresponding meta tags programmatically. Updating these values programmatically previously required either <%= %> expressions in the page markup or dynamic insertion of literal controls into the page. You can now just set these properties programmatically on the Page object in any Control derived class on the page or the Page itself: Page.MetaKeywords = "ASP.NET,4.0,New Features"; Page.MetaDescription = "This article discusses the new features in ASP.NET 4.0"; Note, that there’s no corresponding ASP.NET tag for the HTML Meta element, so the only way to specify these values in markup and access them is via the @Page tag: <%@Page Language="C#" CodeBehind="WebForm2.aspx.cs" Inherits="Westwind.WebStore.WebForm2" ClientIDMode="Static" MetaDescription="Article that discusses what's new in ASP.NET 4.0" MetaKeywords="ASP.NET,4.0,New Features" %> Nothing earth shattering but quite convenient. Visual Studio 2010 Enhancements for Web Development For Web development there are also a host of editor enhancements in Visual Studio 2010. Some of these are not Web specific but they are useful for Web developers in general. Text Editors Throughout Visual Studio 2010, the text editors have all been updated to a new core engine based on WPF which provides some interesting new features for various code editors including the nice ability to zoom in and out with Ctrl-MouseWheel to quickly change the size of text. There are many more API options to control the editor and although Visual Studio 2010 doesn’t yet use many of these features, we can look forward to enhancements in add-ins and future editor updates from the various language teams that take advantage of the visual richness that WPF provides to editing. On the negative side, I’ve noticed that occasionally the code editor and especially the HTML and JavaScript editors will lose the ability to use various navigation keys like arrows, back and delete keys, which requires closing and reopening the documents at times. This issue seems to be well documented so I suspect this will be addressed soon with a hotfix or within the first service pack. Overall though, the code editors work very well, especially given that they were re-written completely using WPF, which was one of my big worries when I first heard about the complete redesign of the editors. Multi-Targeting Visual Studio now targets all versions of the .NET framework from 2.0 forward. You can use Visual Studio 2010 to work on your ASP.NET 2, 3.0 and 3.5 applications which is a nice way to get your feet wet with the new development environment without having to make changes to existing applications. It’s nice to have one tool to work in for all the different versions. Multi-Monitor Support One cool feature of Visual Studio 2010 is the ability to drag windows out of the Visual Studio environment and out onto the desktop including onto another monitor easily. Since Web development often involves working with a host of designers at the same time - visual designer, HTML markup window, code behind and JavaScript editor - it’s really nice to be able to have a little more screen real estate to work on each of these editors. Microsoft made a welcome change in the environment. IntelliSense Snippets for HTML and JavaScript Editors The HTML and JavaScript editors now finally support IntelliSense scripts to create macro-based template expansions that have been in the core C# and Visual Basic code editors since Visual Studio 2005. Snippets allow you to create short XML-based template definitions that can act as static macros or real templates that can have replaceable values that can be embedded into the expanded text. The XML syntax for these snippets is straight forward and it’s pretty easy to create custom snippets manually. You can easily create snippets using XML and store them in your custom snippets folder (C:\Users\rstrahl\Documents\Visual Studio 2010\Code Snippets\Visual Web Developer\My HTML Snippets and My JScript Snippets), but it helps to use one of the third-party tools that exist to simplify the process for you. I use SnippetEditor, by Bill McCarthy, which makes short work of creating snippets interactively (http://snippeteditor.codeplex.com/). Note: You may have to manually add the Visual Studio 2010 User specific Snippet folders to this tool to see existing ones you’ve created. Code snippets are some of the biggest time savers and HTML editing more than anything deals with lots of repetitive tasks that lend themselves to text expansion. Visual Studio 2010 includes a slew of built-in snippets (that you can also customize!) and you can create your own very easily. If you haven’t done so already, I encourage you to spend a little time examining your coding patterns and find the repetitive code that you write and convert it into snippets. I’ve been using CodeRush for this for years, but now you can do much of the basic expansion natively for HTML and JavaScript snippets. jQuery Integration Is Now Native jQuery is a popular JavaScript library and recently Microsoft has recently stated that it will become the primary client-side scripting technology to drive higher level script functionality in various ASP.NET Web projects that Microsoft provides. In Visual Studio 2010, the default full project template includes jQuery as part of a new project including the support files that provide IntelliSense (-vsdoc files). IntelliSense support for jQuery is now also baked into Visual Studio 2010, so unlike Visual Studio 2008 which required a separate download, no further installs are required for a rich IntelliSense experience with jQuery. Summary ASP.NET 4.0 brings many useful improvements to the platform, but thankfully most of the changes are incremental changes that don’t compromise backwards compatibility and they allow developers to ease into the new features one feature at a time. None of the changes in ASP.NET 4.0 or Visual Studio 2010 are monumental or game changers. The bigger features are language and .NET Framework changes that are also optional. This ASP.NET and tools release feels more like fine tuning and getting some long-standing kinks worked out of the platform. It shows that the ASP.NET team is dedicated to paying attention to community feedback and responding with changes to the platform and development environment based on this feedback. If you haven’t gotten your feet wet with ASP.NET 4.0 and Visual Studio 2010, there’s no reason not to give it a shot now - the ASP.NET 4.0 platform is solid and Visual Studio 2010 works very well for a brand new release. Check it out. © Rick Strahl, West Wind Technologies, 2005-2010Posted in ASP.NET

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Windows Azure: Import/Export Hard Drives, VM ACLs, Web Sockets, Remote Debugging, Continuous Delivery, New Relic, Billing Alerts and More

- by ScottGu

Two weeks ago we released a giant set of improvements to Windows Azure, as well as a significant update of the Windows Azure SDK. This morning we released another massive set of enhancements to Windows Azure. Today’s new capabilities include: Storage: Import/Export Hard Disk Drives to your Storage Accounts HDInsight: General Availability of our Hadoop Service in the cloud Virtual Machines: New VM Gallery, ACL support for VIPs Web Sites: WebSocket and Remote Debugging Support Notification Hubs: Segmented customer push notification support with tag expressions TFS & GIT: Continuous Delivery Support for Web Sites + Cloud Services Developer Analytics: New Relic support for Web Sites + Mobile Services Service Bus: Support for partitioned queues and topics Billing: New Billing Alert Service that sends emails notifications when your bill hits a threshold you define All of these improvements are now available to use immediately (note that some features are still in preview). Below are more details about them. Storage: Import/Export Hard Disk Drives to Windows Azure I am excited to announce the preview of our new Windows Azure Import/Export Service! The Windows Azure Import/Export Service enables you to move large amounts of on-premises data into and out of your Windows Azure Storage accounts. It does this by enabling you to securely ship hard disk drives directly to our Windows Azure data centers. Once we receive the drives we’ll automatically transfer the data to or from your Windows Azure Storage account. This enables you to import or export massive amounts of data more quickly and cost effectively (and not be constrained by available network bandwidth). Encrypted Transport Our Import/Export service provides built-in support for BitLocker disk encryption – which enables you to securely encrypt data on the hard drives before you send it, and not have to worry about it being compromised even if the disk is lost/stolen in transit (since the content on the transported hard drives is completely encrypted and you are the only one who has the key to it). The drive preparation tool we are shipping today makes setting up bitlocker encryption on these hard drives easy. How to Import/Export your first Hard Drive of Data You can read our Getting Started Guide to learn more about how to begin using the import/export service. You can create import and export jobs via the Windows Azure Management Portal as well as programmatically using our Server Management APIs. It is really easy to create a new import or export job using the Windows Azure Management Portal. Simply navigate to a Windows Azure storage account, and then click the new Import/Export tab now available within it (note: if you don’t have this tab make sure to sign-up for the Import/Export preview): Then click the “Create Import Job” or “Create Export Job” commands at the bottom of it. This will launch a wizard that easily walks you through the steps required: For more comprehensive information about Import/Export, refer to Windows Azure Storage team blog. You can also send questions and comments to the [email protected] email address. We think you’ll find this new service makes it much easier to move data into and out of Windows Azure, and it will dramatically cut down the network bandwidth required when working on large data migration projects. We hope you like it. HDInsight: 100% Compatible Hadoop Service in the Cloud Last week we announced the general availability release of Windows Azure HDInsight. HDInsight is a 100% compatible Hadoop service that allows you to easily provision and manage Hadoop clusters for big data processing in Windows Azure. This release is now live in production, backed by an enterprise SLA, supported 24x7 by Microsoft Support, and is ready to use for production scenarios. HDInsight allows you to use Apache Hadoop tools, such as Pig and Hive, to process large amounts of data in Windows Azure Blob Storage. Because data is stored in Windows Azure Blob Storage, you can choose to dynamically create Hadoop clusters only when you need them, and then shut them down when they are no longer required (since you pay only for the time the Hadoop cluster instances are running this provides a super cost effective way to use them). You can create Hadoop clusters using either the Windows Azure Management Portal (see below) or using our PowerShell and Cross Platform Command line tools: The import/export hard drive support that came out today is a perfect companion service to use with HDInsight – the combination allows you to easily ingest, process and optionally export a limitless amount of data. We’ve also integrated HDInsight with our Business Intelligence tools, so users can leverage familiar tools like Excel in order to analyze the output of jobs. You can find out more about how to get started with HDInsight here. Virtual Machines: VM Gallery Enhancements Today’s update of Windows Azure brings with it a new Virtual Machine gallery that you can use to create new VMs in the cloud. You can launch the gallery by doing New->Compute->Virtual Machine->From Gallery within the Windows Azure Management Portal: The new Virtual Machine Gallery includes some nice enhancements that make it even easier to use: Search: You can now easily search and filter images using the search box in the top-right of the dialog. For example, simply type “SQL” and we’ll filter to show those images in the gallery that contain that substring. Category Tree-view: Each month we add more built-in VM images to the gallery. You can continue to browse these using the “All” view within the VM Gallery – or now quickly filter them using the category tree-view on the left-hand side of the dialog. For example, by selecting “Oracle” in the tree-view you can now quickly filter to see the official Oracle supplied images. MSDN and Supported checkboxes: With today’s update we are also introducing filters that makes it easy to filter out types of images that you may not be interested in. The first checkbox is MSDN: using this filter you can exclude any image that is not part of the Windows Azure benefits for MSDN subscribers (which have highly discounted pricing - you can learn more about the MSDN pricing here). The second checkbox is Supported: this filter will exclude any image that contains prerelease software, so you can feel confident that the software you choose to deploy is fully supported by Windows Azure and our partners. Sort options: We sort gallery images by what we think customers are most interested in, but sometimes you might want to sort using different views. So we’re providing some additional sort options, like “Newest,” to customize the image list for what suits you best. Pricing information: We now provide additional pricing information about images and options on how to cost effectively run them directly within the VM Gallery. The above improvements make it even easier to use the VM Gallery and quickly create launch and run Virtual Machines in the cloud. Virtual Machines: ACL Support for VIPs A few months ago we exposed the ability to configure Access Control Lists (ACLs) for Virtual Machines using Windows PowerShell cmdlets and our Service Management API. With today’s release, you can now configure VM ACLs using the Windows Azure Management Portal as well. You can now do this by clicking the new Manage ACL command in the Endpoints tab of a virtual machine instance: This will enable you to configure an ordered list of permit and deny rules to scope the traffic that can access your VM’s network endpoints. For example, if you were on a virtual network, you could limit RDP access to a Windows Azure virtual machine to only a few computers attached to your enterprise. Or if you weren’t on a virtual network you could alternatively limit traffic from public IPs that can access your workloads: Here is the default behaviors for ACLs in Windows Azure: By default (i.e. no rules specified), all traffic is permitted. When using only Permit rules, all other traffic is denied. When using only Deny rules, all other traffic is permitted. When there is a combination of Permit and Deny rules, all other traffic is denied. Lastly, remember that configuring endpoints does not automatically configure them within the VM if it also has firewall rules enabled at the OS level. So if you create an endpoint using the Windows Azure Management Portal, Windows PowerShell, or REST API, be sure to also configure your guest VM firewall appropriately as well. Web Sites: Web Sockets Support With today’s release you can now use Web Sockets with Windows Azure Web Sites. This feature enables you to easily integrate real-time communication scenarios within your web based applications, and is available at no extra charge (it even works with the free tier). Higher level programming libraries like SignalR and socket.io are also now supported with it. You can enable Web Sockets support on a web site by navigating to the Configure tab of a Web Site, and by toggling Web Sockets support to “on”: Once Web Sockets is enabled you can start to integrate some really cool scenarios into your web applications. Check out the new SignalR documentation hub on www.asp.net to learn more about some of the awesome scenarios you can do with it. Web Sites: Remote Debugging Support The Windows Azure SDK 2.2 we released two weeks ago introduced remote debugging support for Windows Azure Cloud Services. With today’s Windows Azure release we are extending this remote debugging support to also work with Windows Azure Web Sites. With live, remote debugging support inside of Visual Studio, you are able to have more visibility than ever before into how your code is operating live in Windows Azure. It is now super easy to attach the debugger and quickly see what is going on with your application in the cloud. Remote Debugging of a Windows Azure Web Site using VS 2013 Enabling the remote debugging of a Windows Azure Web Site using VS 2013 is really easy. Start by opening up your web application’s project within Visual Studio. Then navigate to the “Server Explorer” tab within Visual Studio, and click on the deployed web-site you want to debug that is running within Windows Azure using the Windows Azure->Web Sites node in the Server Explorer. Then right-click and choose the “Attach Debugger” option on it: When you do this Visual Studio will remotely attach the debugger to the Web Site running within Windows Azure. The debugger will then stop the web site’s execution when it hits any break points that you have set within your web application’s project inside Visual Studio. For example, below I set a breakpoint on the “ViewBag.Message” assignment statement within the HomeController of the standard ASP.NET MVC project template. When I hit refresh on the “About” page of the web site within the browser, the breakpoint was triggered and I am now able to debug the app remotely using Visual Studio: Note above how we can debug variables (including autos/watchlist/etc), as well as use the Immediate and Command Windows. In the debug session above I used the Immediate Window to explore some of the request object state, as well as to dynamically change the ViewBag.Message property. When we click the the “Continue” button (or press F5) the app will continue execution and the Web Site will render the content back to the browser. This makes it super easy to debug web apps remotely. Tips for Better Debugging To get the best experience while debugging, we recommend publishing your site using the Debug configuration within Visual Studio’s Web Publish dialog. This will ensure that debug symbol information is uploaded to the Web Site which will enable a richer debug experience within Visual Studio. You can find this option on the Web Publish dialog on the Settings tab: When you ultimately deploy/run the application in production we recommend using the “Release” configuration setting – the release configuration is memory optimized and will provide the best production performance. To learn more about diagnosing and debugging Windows Azure Web Sites read our new Troubleshooting Windows Azure Web Sites in Visual Studio guide. Notification Hubs: Segmented Push Notification support with tag expressions In August we announced the General Availability of Windows Azure Notification Hubs - a powerful Mobile Push Notifications service that makes it easy to send high volume push notifications with low latency from any mobile app back-end. Notification hubs can be used with any mobile app back-end (including ones built using our Mobile Services capability) and can also be used with back-ends that run in the cloud as well as on-premises. Beginning with the initial release, Notification Hubs allowed developers to send personalized push notifications to both individual users as well as groups of users by interest, by associating their devices with tags representing the logical target of the notification. For example, by registering all devices of customers interested in a favorite MLB team with a corresponding tag, it is possible to broadcast one message to millions of Boston Red Sox fans and another message to millions of St. Louis Cardinals fans with a single API call respectively. New support for using tag expressions to enable advanced customer segmentation With today’s release we are adding support for even more advanced customer targeting. You can now identify customers that you want to send push notifications to by defining rich tag expressions. With tag expressions, you can now not only broadcast notifications to Boston Red Sox fans, but take that segmenting a step farther and reach more granular segments. This opens up a variety of scenarios, for example: Offers based on multiple preferences—e.g. send a game day vegetarian special to users tagged as both a Boston Red Sox fan AND a vegetarian Push content to multiple segments in a single message—e.g. rain delay information only to users who are tagged as either a Boston Red Sox fan OR a St. Louis Cardinal fan Avoid presenting subsets of a segment with irrelevant content—e.g. season ticket availability reminder to users who are tagged as a Boston Red Sox fan but NOT also a season ticket holder To illustrate with code, consider a restaurant chain app that sends an offer related to a Red Sox vs Cardinals game for users in Boston. Devices can be tagged by your app with location tags (e.g. “Loc:Boston”) and interest tags (e.g. “Follows:RedSox”, “Follows:Cardinals”), and then a notification can be sent by your back-end to “(Follows:RedSox || Follows:Cardinals) && Loc:Boston” in order to deliver an offer to all devices in Boston that follow either the RedSox or the Cardinals. This can be done directly in your server backend send logic using the code below: var notification = new WindowsNotification(messagePayload); hub.SendNotificationAsync(notification, "(Follows:RedSox || Follows:Cardinals) && Loc:Boston"); In your expressions you can use all Boolean operators: AND (&&), OR (||), and NOT (!). Some other cool use cases for tag expressions that are now supported include: Social: To “all my group except me” - group:id && !user:id Events: Touchdown event is sent to everybody following either team or any of the players involved in the action: Followteam:A || Followteam:B || followplayer:1 || followplayer:2 … Hours: Send notifications at specific times. E.g. Tag devices with time zone and when it is 12pm in Seattle send to: GMT8 && follows:thaifood Versions and platforms: Send a reminder to people still using your first version for Android - version:1.0 && platform:Android For help on getting started with Notification Hubs, visit the Notification Hub documentation center. Then download the latest NuGet package (or use the Notification Hubs REST APIs directly) to start sending push notifications using tag expressions. They are really powerful and enable a bunch of great new scenarios. TFS & GIT: Continuous Delivery Support for Web Sites + Cloud Services With today’s Windows Azure release we are making it really easy to enable continuous delivery support with Windows Azure and Team Foundation Services. Team Foundation Services is a cloud based offering from Microsoft that provides integrated source control (with both TFS and Git support), build server, test execution, collaboration tools, and agile planning support. It makes it really easy to setup a team project (complete with automated builds and test runners) in the cloud, and it has really rich integration with Visual Studio. With today’s Windows Azure release it is now really easy to enable continuous delivery support with both TFS and Git based repositories hosted using Team Foundation Services. This enables a workflow where when code is checked in, built successfully on an automated build server, and all tests pass on it – I can automatically have the app deployed on Windows Azure with zero manual intervention or work required. The below screen-shots demonstrate how to quickly setup a continuous delivery workflow to Windows Azure with a Git-based ASP.NET MVC project hosted using Team Foundation Services. Enabling Continuous Delivery to Windows Azure with Team Foundation Services The project I’m going to enable continuous delivery with is a simple ASP.NET MVC project whose source code I’m hosting using Team Foundation Services. I did this by creating a “SimpleContinuousDeploymentTest” repository there using Git – and then used the new built-in Git tooling support within Visual Studio 2013 to push the source code to it. Below is a screen-shot of the Git repository hosted within Team Foundation Services: I can access the repository within Visual Studio 2013 and easily make commits with it (as well as branch, merge and do other tasks). Using VS 2013 I can also setup automated builds to take place in the cloud using Team Foundation Services every time someone checks in code to the repository: The cool thing about this is that I don’t have to buy or rent my own build server – Team Foundation Services automatically maintains its own build server farm and can automatically queue up a build for me (for free) every time someone checks in code using the above settings. This build server (and automated testing) support now works with both TFS and Git based source control repositories. Connecting a Team Foundation Services project to Windows Azure Once I have a source repository hosted in Team Foundation Services with Automated Builds and Testing set up, I can then go even further and set it up so that it will be automatically deployed to Windows Azure when a source code commit is made to the repository (assuming the Build + Tests pass). Enabling this is now really easy. To set this up with a Windows Azure Web Site simply use the New->Compute->Web Site->Custom Create command inside the Windows Azure Management Portal. This will create a dialog like below. I gave the web site a name and then made sure the “Publish from source control” checkbox was selected: When we click next we’ll be prompted for the location of the source repository. We’ll select “Team Foundation Services”: Once we do this we’ll be prompted for our Team Foundation Services account that our source repository is hosted under (in this case my TFS account is “scottguthrie”): When we click the “Authorize Now” button we’ll be prompted to give Windows Azure permissions to connect to the Team Foundation Services account. Once we do this we’ll be prompted to pick the source repository we want to connect to. Starting with today’s Windows Azure release you can now connect to both TFS and Git based source repositories. This new support allows me to connect to the “SimpleContinuousDeploymentTest” respository we created earlier: Clicking the finish button will then create the Web Site with the continuous delivery hooks setup with Team Foundation Services. Now every time someone pushes source control to the repository in Team Foundation Services, it will kick off an automated build, run all of the unit tests in the solution , and if they pass the app will be automatically deployed to our Web Site in Windows Azure. You can monitor the history and status of these automated deployments using the Deployments tab within the Web Site: This enables a really slick continuous delivery workflow, and enables you to build and deploy apps in a really nice way. Developer Analytics: New Relic support for Web Sites + Mobile Services With today’s Windows Azure release we are making it really easy to enable Developer Analytics and Monitoring support with both Windows Azure Web Site and Windows Azure Mobile Services. We are partnering with New Relic, who provide a great dev analytics and app performance monitoring offering, to enable this - and we have updated the Windows Azure Management Portal to make it really easy to configure. Enabling New Relic with a Windows Azure Web Site Enabling New Relic support with a Windows Azure Web Site is now really easy. Simply navigate to the Configure tab of a Web Site and scroll down to the “developer analytics” section that is now within it: Clicking the “add-on” button will display some additional UI. If you don’t already have a New Relic subscription, you can click the “view windows azure store” button to obtain a subscription (note: New Relic has a perpetually free tier so you can enable it even without paying anything): Clicking the “view windows azure store” button will launch the integrated Windows Azure Store experience we have within the Windows Azure Management Portal. You can use this to browse from a variety of great add-on services – including New Relic: Select “New Relic” within the dialog above, then click the next button, and you’ll be able to choose which type of New Relic subscription you wish to purchase. For this demo we’ll simply select the “Free Standard Version” – which does not cost anything and can be used forever: Once we’ve signed-up for our New Relic subscription and added it to our Windows Azure account, we can go back to the Web Site’s configuration tab and choose to use the New Relic add-on with our Windows Azure Web Site. We can do this by simply selecting it from the “add-on” dropdown (it is automatically populated within it once we have a New Relic subscription in our account): Clicking the “Save” button will then cause the Windows Azure Management Portal to automatically populate all of the needed New Relic configuration settings to our Web Site: Deploying the New Relic Agent as part of a Web Site The final step to enable developer analytics using New Relic is to add the New Relic runtime agent to our web app. We can do this within Visual Studio by right-clicking on our web project and selecting the “Manage NuGet Packages” context menu: This will bring up the NuGet package manager. You can search for “New Relic” within it to find the New Relic agent. Note that there is both a 32-bit and 64-bit edition of it – make sure to install the version that matches how your Web Site is running within Windows Azure (note: you can configure your Web Site to run in either 32-bit or 64-bit mode using the Web Site’s “Configuration” tab within the Windows Azure Management Portal): Once we install the NuGet package we are all set to go. We’ll simply re-publish the web site again to Windows Azure and New Relic will now automatically start monitoring the application Monitoring a Web Site using New Relic Now that the application has developer analytics support with New Relic enabled, we can launch the New Relic monitoring portal to start monitoring the health of it. We can do this by clicking on the “Add Ons” tab in the left-hand side of the Windows Azure Management Portal. Then select the New Relic add-on we signed-up for within it. The Windows Azure Management Portal will provide some default information about the add-on when we do this. Clicking the “Manage” button in the tray at the bottom will launch a new browser tab and single-sign us into the New Relic monitoring portal associated with our account: When we do this a new browser tab will launch with the New Relic admin tool loaded within it: We can now see insights into how our app is performing – without having to have written a single line of monitoring code. The New Relic service provides a ton of great built-in monitoring features allowing us to quickly see: Performance times (including browser rendering speed) for the overall site and individual pages. You can optionally set alert thresholds to trigger if the speed does not meet a threshold you specify. Information about where in the world your customers are hitting the site from (and how performance varies by region) Details on the latency performance of external services your web apps are using (for example: SQL, Storage, Twitter, etc) Error information including call stack details for exceptions that have occurred at runtime SQL Server profiling information – including which queries executed against your database and what their performance was And a whole bunch more… The cool thing about New Relic is that you don’t need to write monitoring code within your application to get all of the above reports (plus a lot more). The New Relic agent automatically enables the CLR profiler within applications and automatically captures the information necessary to identify these. This makes it super easy to get started and immediately have a rich developer analytics view for your solutions with very little effort. If you haven’t tried New Relic out yet with Windows Azure I recommend you do so – I think you’ll find it helps you build even better cloud applications. Following the above steps will help you get started and deliver you a really good application monitoring solution in only minutes. Service Bus: Support for partitioned queues and topics With today’s release, we are enabling support within Service Bus for partitioned queues and topics. Enabling partitioning enables you to achieve a higher message throughput and better availability from your queues and topics. Higher message throughput is achieved by implementing multiple message brokers for each partitioned queue and topic. The multiple messaging stores will also provide higher availability. You can create a partitioned queue or topic by simply checking the Enable Partitioning option in the custom create wizard for a Queue or Topic: Read this article to learn more about partitioned queues and topics and how to take advantage of them today. Billing: New Billing Alert Service Today’s Windows Azure update enables a new Billing Alert Service Preview that enables you to get proactive email notifications when your Windows Azure bill goes above a certain monetary threshold that you configure. This makes it easier to manage your bill and avoid potential surprises at the end of the month. With the Billing Alert Service Preview, you can now create email alerts to monitor and manage your monetary credits or your current bill total. To set up an alert first sign-up for the free Billing Alert Service Preview. Then visit the account management page, click on a subscription you have setup, and then navigate to the new Alerts tab that is available: The alerts tab allows you to setup email alerts that will be sent automatically once a certain threshold is hit. For example, by clicking the “add alert” button above I can setup a rule to send myself email anytime my Windows Azure bill goes above $100 for the month: The Billing Alert Service will evolve to support additional aspects of your bill as well as support multiple forms of alerts such as SMS. Try out the new Billing Alert Service Preview today and give us feedback. Summary Today’s Windows Azure release enables a ton of great new scenarios, and makes building applications hosted in the cloud even easier. If you don’t already have a Windows Azure account, you can sign-up for a free trial and start using all of the above features today. Then visit the Windows Azure Developer Center to learn more about how to build apps with it. Hope this helps, Scott P.S. In addition to blogging, I am also now using Twitter for quick updates and to share links. Follow me at: twitter.com/scottgu

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Automating Solaris 11 Zones Installation Using The Automated Install Server

- by Orgad Kimchi

Introduction How to use the Oracle Solaris 11 Automated install server in order to automate the Solaris 11 Zones installation. In this document I will demonstrate how to setup the Automated Install server in order to provide hands off installation process for the Global Zone and two Non Global Zones located on the same system. Architecture layout: Figure 1. Architecture layout Prerequisite Setup the Automated install server (AI) using the following instructions “How to Set Up Automated Installation Services for Oracle Solaris 11” The first step in this setup will be creating two Solaris 11 Zones configuration files. Step 1: Create the Solaris 11 Zones configuration files The Solaris Zones configuration files should be in the format of the zonecfg export command. # zonecfg -z zone1 export > /var/tmp/zone1# cat /var/tmp/zone1 create -b set brand=solaris set zonepath=/rpool/zones/zone1 set autoboot=true set ip-type=exclusive add anet set linkname=net0 set lower-link=auto set configure-allowed-address=true set link-protection=mac-nospoof set mac-address=random end Create a backup copy of this file under a different name, for example, zone2. # cp /var/tmp/zone1 /var/tmp/zone2 Modify the second configuration file with the zone2 configuration information You should change the zonepath for example: set zonepath=/rpool/zones/zone2 Step2: Copy and share the Zones configuration files Create the NFS directory for the Zones configuration files # mkdir /export/zone_config Share the directory for the Zones configuration file # share –o ro /export/zone_config Copy the Zones configuration files into the NFS shared directory # cp /var/tmp/zone1 /var/tmp/zone2 /export/zone_config Verify that the NFS share has been created using the following command # share export_zone_config /export/zone_config nfs sec=sys,ro Step 3: Add the Global Zone as client to the Install Service Use the installadm create-client command to associate client (Global Zone) with the install service To find the MAC address of a system, use the dladm command as described in the dladm(1M) man page. The following command adds the client (Global Zone) with MAC address 0:14:4f:2:a:19 to the s11x86service install service. # installadm create-client -e “0:14:4f:2:a:19" -n s11x86service You can verify the client creation using the following command # installadm list –c Service Name Client Address Arch Image Path ------------ -------------- ---- ---------- s11x86service 00:14:4F:02:0A:19 i386 /export/auto_install/s11x86service We can see the client install service name (s11x86service), MAC address (00:14:4F:02:0A:19 and Architecture (i386). Step 4: Global Zone manifest setup First, get a list of the installation services and the manifests associated with them: # installadm list -m Service Name Manifest Status ------------ -------- ------ default-i386 orig_default Default s11x86service orig_default Default Then probe the s11x86service and the default manifest associated with it. The -m switch reflects the name of the manifest associated with a service. Since we want to capture that output into a file, we redirect the output of the command as follows: # installadm export -n s11x86service -m orig_default > /var/tmp/orig_default.xml Create a backup copy of this file under a different name, for example, orig-default2.xml, and edit the copy. # cp /var/tmp/orig_default.xml /var/tmp/orig_default2.xml Use the configuration element in the AI manifest for the client system to specify non-global zones. Use the name attribute of the configuration element to specify the name of the zone. Use the source attribute to specify the location of the config file for the zone.The source location can be any http:// or file:// location that the client can access during installation. The following sample AI manifest specifies two Non-Global Zones: zone1 and zone2 You should replace the server_ip with the ip address of the NFS server. <!DOCTYPE auto_install SYSTEM "file:///usr/share/install/ai.dtd.1"> <auto_install> <ai_instance> <target> <logical> <zpool name="rpool" is_root="true"> <filesystem name="export" mountpoint="/export"/> <filesystem name="export/home"/> <be name="solaris"/> </zpool> </logical> </target> <software type="IPS"> <source> <publisher name="solaris"> <origin name="http://pkg.oracle.com/solaris/release"/> </publisher> </source> <software_data action="install"> <name>pkg:/entire@latest</name> <name>pkg:/group/system/solaris-large-server</name> </software_data> </software> <configuration type="zone" name="zone1" source="file:///net/server_ip/export/zone_config/zone1"/> <configuration type="zone" name="zone2" source="file:///net/server_ip/export/zone_config/zone2"/> </ai_instance> </auto_install> The following example adds the /var/tmp/orig_default2.xml AI manifest to the s11x86service install service # installadm create-manifest -n s11x86service -f /var/tmp/orig_default2.xml -m gzmanifest You can verify the manifest creation using the following command # installadm list -n s11x86service -m Service/Manifest Name Status Criteria --------------------- ------ -------- s11x86service orig_default Default None gzmanifest Inactive None We can see from the command output that the new manifest named gzmanifest has been created and associated with the s11x86service install service. Step 5: Non Global Zone manifest setup The AI manifest for non-global zone installation is similar to the AI manifest for installing the global zone. If you do not provide a custom AI manifest for a non-global zone, the default AI manifest for Zones is used The default AI manifest for Zones is available at /usr/share/auto_install/manifest/zone_default.xml. In this example we should use the default AI manifest for zones The following sample default AI manifest for zones # cat /usr/share/auto_install/manifest/zone_default.xml <?xml version="1.0" encoding="UTF-8"?>  <!DOCTYPE auto_install SYSTEM "file:///usr/share/install/ai.dtd.1"> <auto_install> <ai_instance name="zone_default"> <target> <logical> <zpool name="rpool">  <filesystem name="export" mountpoint="/export"/> <filesystem name="export/home"/> <be name="solaris"> <options> <option name="compression" value="on"/> </options> </be> </zpool> </logical> </target> <software type="IPS"> <destination> <image>  <facet set="false">facet.locale.*</facet> <facet set="true">facet.locale.de</facet> <facet set="true">facet.locale.de_DE</facet> <facet set="true">facet.locale.en</facet> <facet set="true">facet.locale.en_US</facet> <facet set="true">facet.locale.es</facet> <facet set="true">facet.locale.es_ES</facet> <facet set="true">facet.locale.fr</facet> <facet set="true">facet.locale.fr_FR</facet> <facet set="true">facet.locale.it</facet> <facet set="true">facet.locale.it_IT</facet> <facet set="true">facet.locale.ja</facet> <facet set="true">facet.locale.ja_*</facet> <facet set="true">facet.locale.ko</facet> <facet set="true">facet.locale.ko_*</facet> <facet set="true">facet.locale.pt</facet> <facet set="true">facet.locale.pt_BR</facet> <facet set="true">facet.locale.zh</facet> <facet set="true">facet.locale.zh_CN</facet> <facet set="true">facet.locale.zh_TW</facet> </image> </destination> <software_data action="install"> <name>pkg:/group/system/solaris-small-server</name> </software_data> </software> </ai_instance> </auto_install> (optional) We can customize the default AI manifest for Zones Create a backup copy of this file under a different name, for example, zone_default2.xml and edit the copy # cp /usr/share/auto_install/manifest/zone_default.xml /var/tmp/zone_default2.xml Edit the copy (/var/tmp/zone_default2.xml) The following example adds the /var/tmp/zone_default2.xml AI manifest to the s11x86service install service and specifies that zone1 and zone2 should use this manifest. # installadm create-manifest -n s11x86service -f /var/tmp/zone_default2.xml -m zones_manifest -c zonename="zone1 zone2" Note: Do not use the following elements or attributes in a non-global zone AI manifest: The auto_reboot attribute of the ai_instance element The http_proxy attribute of the ai_instance element The disk child element of the target element The noswap attribute of the logical element The nodump attribute of the logical element The configuration element Step 6: Global Zone profile setup We are going to create a global zone configuration profile which includes the host information for example: host name, ip address name services etc… # sysconfig create-profile –o /var/tmp/gz_profile.xml You need to provide the host information for example: Default router Root password DNS information The output should eventually disappear and be replaced by the initial screen of the System Configuration Tool (see Figure 2), where you can do the final configuration. Figure 2. Profile creation menu You can validate the profile using the following command # installadm validate -n s11x86service –P /var/tmp/gz_profile.xml Validating static profile gz_profile.xml... Passed Next, instantiate a profile with the install service. In our case, use the following syntax for doing this # installadm create-profile -n s11x86service -f /var/tmp/gz_profile.xml -p gz_profile You can verify profile creation using the following command # installadm list –n s11x86service -p Service/Profile Name Criteria -------------------- -------- s11x86service gz_profile None We can see that the gz_profie has been created and associated with the s11x86service Install service. Step 7: Setup the Solaris Zones configuration profiles The step should be similar to the Global zone profile creation on step 6 # sysconfig create-profile –o /var/tmp/zone1_profile.xml # sysconfig create-profile –o /var/tmp/zone2_profile.xml You can validate the profiles using the following command # installadm validate -n s11x86service -P /var/tmp/zone1_profile.xml Validating static profile zone1_profile.xml... Passed # installadm validate -n s11x86service -P /var/tmp/zone2_profile.xml Validating static profile zone2_profile.xml... Passed Next, associate the profiles with the install service The following example adds the zone1_profile.xml configuration profile to the s11x86service install service and specifies that zone1 should use this profile. # installadm create-profile -n s11x86service -f /var/tmp/zone1_profile.xml -p zone1_profile -c zonename=zone1 The following example adds the zone2_profile.xml configuration profile to the s11x86service install service and specifies that zone2 should use this profile. # installadm create-profile -n s11x86service -f /var/tmp/zone2_profile.xml -p zone2_profile -c zonename=zone2 You can verify the profiles creation using the following command # installadm list -n s11x86service -p Service/Profile Name Criteria -------------------- -------- s11x86service zone1_profile zonename = zone1 zone2_profile zonename = zone2 gz_profile None We can see that we have three profiles in the s11x86service install service Global Zone gz_profile zone1 zone1_profile zone2 zone2_profile. Step 8: Global Zone setup Associate the global zone client with the manifest and the profile that we create in the previous steps The following example adds the manifest and profile to the client (global zone), where: gzmanifest is the name of the manifest. gz_profile is the name of the configuration profile. mac="0:14:4f:2:a:19" is the client (global zone) mac address s11x86service is the install service name. # installadm set-criteria -m gzmanifest –p gz_profile -c mac="0:14:4f:2:a:19" -n s11x86service You can verify the manifest and profile association using the following command # installadm list -n s11x86service -p -m Service/Manifest Name Status Criteria --------------------- ------ -------- s11x86service gzmanifest mac = 00:14:4F:02:0A:19 orig_default Default None Service/Profile Name Criteria -------------------- -------- s11x86service gz_profile mac = 00:14:4F:02:0A:19 zone2_profile zonename = zone2 zone1_profile zonename = zone1 Step 9: Provision the host with the Non-Global Zones The next step is to boot the client system off the network and provision it using the Automated Install service that we just set up. First, boot the client system. Figure 3 shows the network boot attempt (when done on an x86 system): Figure 3. Network Boot Then you will be prompted by a GRUB menu, with a timer, as shown in Figure 4. The default selection (the "Text Installer and command line" option) is highlighted. Press the down arrow to highlight the second option labeled Automated Install, and then press Enter. The reason we need to do this is because we want to prevent a system from being automatically re-installed if it were to be booted from the network accidentally. Figure 4. GRUB Menu What follows is the continuation of a networked boot from the Automated Install server,. The client downloads a mini-root (a small set of files in which to successfully run the installer), identifies the location of the Automated Install manifest on the network, retrieves that manifest, and then processes it to identify the address of the IPS repository from which to obtain the desired software payload. Non-Global Zones are installed and configured on the first reboot after the Global Zone is installed. You can list all the Solaris Zones status using the following command # zoneadm list -civ Once the Zones are in running state you can login into the Zone using the following command # zlogin –z zone1 Troubleshooting Automated Installations If an installation to a client system failed, you can find the client log at /system/volatile/install_log. NOTE: Zones are not installed if any of the following errors occurs: A zone config file is not syntactically correct. A collision exists among zone names, zone paths, or delegated ZFS datasets in the set of zones to be installed Required datasets are not configured in the global zone. For more troubleshooting information see “Installing Oracle Solaris 11 Systems” Conclusion This paper demonstrated the benefits of using the Automated Install server to simplify the Non Global Zones setup, including the creation and configuration of the global zone manifest and the Solaris Zones profiles.

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256 Windows Azure Worker Roles, Windows Kinect and a 90's Text-Based Ray-Tracer

- by Alan Smith

For a couple of years I have been demoing a simple render farm hosted in Windows Azure using worker roles and the Azure Storage service. At the start of the presentation I deploy an Azure application that uses 16 worker roles to render a 1,500 frame 3D ray-traced animation. At the end of the presentation, when the animation was complete, I would play the animation delete the Azure deployment. The standing joke with the audience was that it was that it was a “$2 demo”, as the compute charges for running the 16 instances for an hour was $1.92, factor in the bandwidth charges and it’s a couple of dollars. The point of the demo is that it highlights one of the great benefits of cloud computing, you pay for what you use, and if you need massive compute power for a short period of time using Windows Azure can work out very cost effective. The “$2 demo” was great for presenting at user groups and conferences in that it could be deployed to Azure, used to render an animation, and then removed in a one hour session. I have always had the idea of doing something a bit more impressive with the demo, and scaling it from a “$2 demo” to a “$30 demo”. The challenge was to create a visually appealing animation in high definition format and keep the demo time down to one hour. This article will take a run through how I achieved this. Ray Tracing Ray tracing, a technique for generating high quality photorealistic images, gained popularity in the 90’s with companies like Pixar creating feature length computer animations, and also the emergence of shareware text-based ray tracers that could run on a home PC. In order to render a ray traced image, the ray of light that would pass from the view point must be tracked until it intersects with an object. At the intersection, the color, reflectiveness, transparency, and refractive index of the object are used to calculate if the ray will be reflected or refracted. Each pixel may require thousands of calculations to determine what color it will be in the rendered image. Pin-Board Toys Having very little artistic talent and a basic understanding of maths I decided to focus on an animation that could be modeled fairly easily and would look visually impressive. I’ve always liked the pin-board desktop toys that become popular in the 80’s and when I was working as a 3D animator back in the 90’s I always had the idea of creating a 3D ray-traced animation of a pin-board, but never found the energy to do it. Even if I had a go at it, the render time to produce an animation that would look respectable on a 486 would have been measured in months. PolyRay Back in 1995 I landed my first real job, after spending three years being a beach-ski-climbing-paragliding-bum, and was employed to create 3D ray-traced animations for a CD-ROM that school kids would use to learn physics. I had got into the strange and wonderful world of text-based ray tracing, and was using a shareware ray-tracer called PolyRay. PolyRay takes a text file describing a scene as input and, after a few hours processing on a 486, produced a high quality ray-traced image. The following is an example of a basic PolyRay scene file. background Midnight_Blue static define matte surface { ambient 0.1 diffuse 0.7 } define matte_white texture { matte { color white } } define matte_black texture { matte { color dark_slate_gray } } define position_cylindrical 3 define lookup_sawtooth 1 define light_wood <0.6, 0.24, 0.1> define median_wood <0.3, 0.12, 0.03> define dark_wood <0.05, 0.01, 0.005> define wooden texture { noise surface { ambient 0.2 diffuse 0.7 specular white, 0.5 microfacet Reitz 10 position_fn position_cylindrical position_scale 1 lookup_fn lookup_sawtooth octaves 1 turbulence 1 color_map( [0.0, 0.2, light_wood, light_wood] [0.2, 0.3, light_wood, median_wood] [0.3, 0.4, median_wood, light_wood] [0.4, 0.7, light_wood, light_wood] [0.7, 0.8, light_wood, median_wood] [0.8, 0.9, median_wood, light_wood] [0.9, 1.0, light_wood, dark_wood]) } } define glass texture { surface { ambient 0 diffuse 0 specular 0.2 reflection white, 0.1 transmission white, 1, 1.5 }} define shiny surface { ambient 0.1 diffuse 0.6 specular white, 0.6 microfacet Phong 7 } define steely_blue texture { shiny { color black } } define chrome texture { surface { color white ambient 0.0 diffuse 0.2 specular 0.4 microfacet Phong 10 reflection 0.8 } } viewpoint { from <4.000, -1.000, 1.000> at <0.000, 0.000, 0.000> up <0, 1, 0> angle 60 resolution 640, 480 aspect 1.6 image_format 0 } light <-10, 30, 20> light <-10, 30, -20> object { disc <0, -2, 0>, <0, 1, 0>, 30 wooden } object { sphere <0.000, 0.000, 0.000>, 1.00 chrome } object { cylinder <0.000, 0.000, 0.000>, <0.000, 0.000, -4.000>, 0.50 chrome } After setting up the background and defining colors and textures, the viewpoint is specified. The “camera” is located at a point in 3D space, and it looks towards another point. The angle, image resolution, and aspect ratio are specified. Two lights are present in the image at defined coordinates. The three objects in the image are a wooden disc to represent a table top, and a sphere and cylinder that intersect to form a pin that will be used for the pin board toy in the final animation. When the image is rendered, the following image is produced. The pins are modeled with a chrome surface, so they reflect the environment around them. Note that the scale of the pin shaft is not correct, this will be fixed later. Modeling the Pin Board The frame of the pin-board is made up of three boxes, and six cylinders, the front box is modeled using a clear, slightly reflective solid, with the same refractive index of glass. The other shapes are modeled as metal. object { box <-5.5, -1.5, 1>, <5.5, 5.5, 1.2> glass } object { box <-5.5, -1.5, -0.04>, <5.5, 5.5, -0.09> steely_blue } object { box <-5.5, -1.5, -0.52>, <5.5, 5.5, -0.59> steely_blue } object { cylinder <-5.2, -1.2, 1.4>, <-5.2, -1.2, -0.74>, 0.2 steely_blue } object { cylinder <5.2, -1.2, 1.4>, <5.2, -1.2, -0.74>, 0.2 steely_blue } object { cylinder <-5.2, 5.2, 1.4>, <-5.2, 5.2, -0.74>, 0.2 steely_blue } object { cylinder <5.2, 5.2, 1.4>, <5.2, 5.2, -0.74>, 0.2 steely_blue } object { cylinder <0, -1.2, 1.4>, <0, -1.2, -0.74>, 0.2 steely_blue } object { cylinder <0, 5.2, 1.4>, <0, 5.2, -0.74>, 0.2 steely_blue } In order to create the matrix of pins that make up the pin board I used a basic console application with a few nested loops to create two intersecting matrixes of pins, which models the layout used in the pin boards. The resulting image is shown below. The pin board contains 11,481 pins, with the scene file containing 23,709 lines of code. For the complete animation 2,000 scene files will be created, which is over 47 million lines of code. Each pin in the pin-board will slide out a specific distance when an object is pressed into the back of the board. This is easily modeled by setting the Z coordinate of the pin to a specific value. In order to set all of the pins in the pin-board to the correct position, a bitmap image can be used. The position of the pin can be set based on the color of the pixel at the appropriate position in the image. When the Windows Azure logo is used to set the Z coordinate of the pins, the following image is generated. The challenge now was to make a cool animation. The Azure Logo is fine, but it is static. Using a normal video to animate the pins would not work; the colors in the video would not be the same as the depth of the objects from the camera. In order to simulate the pin board accurately a series of frames from a depth camera could be used. Windows Kinect The Kenect controllers for the X-Box 360 and Windows feature a depth camera. The Kinect SDK for Windows provides a programming interface for Kenect, providing easy access for .NET developers to the Kinect sensors. The Kinect Explorer provided with the Kinect SDK is a great starting point for exploring Kinect from a developers perspective. Both the X-Box 360 Kinect and the Windows Kinect will work with the Kinect SDK, the Windows Kinect is required for commercial applications, but the X-Box Kinect can be used for hobby projects. The Windows Kinect has the advantage of providing a mode to allow depth capture with objects closer to the camera, which makes for a more accurate depth image for setting the pin positions. Creating a Depth Field Animation The depth field animation used to set the positions of the pin in the pin board was created using a modified version of the Kinect Explorer sample application. In order to simulate the pin board accurately, a small section of the depth range from the depth sensor will be used. Any part of the object in front of the depth range will result in a white pixel; anything behind the depth range will be black. Within the depth range the pixels in the image will be set to RGB values from 0,0,0 to 255,255,255. A screen shot of the modified Kinect Explorer application is shown below. The Kinect Explorer sample application was modified to include slider controls that are used to set the depth range that forms the image from the depth stream. This allows the fine tuning of the depth image that is required for simulating the position of the pins in the pin board. The Kinect Explorer was also modified to record a series of images from the depth camera and save them as a sequence JPEG files that will be used to animate the pins in the animation the Start and Stop buttons are used to start and stop the image recording. En example of one of the depth images is shown below. Once a series of 2,000 depth images has been captured, the task of creating the animation can begin. Rendering a Test Frame In order to test the creation of frames and get an approximation of the time required to render each frame a test frame was rendered on-premise using PolyRay. The output of the rendering process is shown below. The test frame contained 23,629 primitive shapes, most of which are the spheres and cylinders that are used for the 11,800 or so pins in the pin board. The 1280x720 image contains 921,600 pixels, but as anti-aliasing was used the number of rays that were calculated was 4,235,777, with 3,478,754,073 object boundaries checked. The test frame of the pin board with the depth field image applied is shown below. The tracing time for the test frame was 4 minutes 27 seconds, which means rendering the2,000 frames in the animation would take over 148 hours, or a little over 6 days. Although this is much faster that an old 486, waiting almost a week to see the results of an animation would make it challenging for animators to create, view, and refine their animations. It would be much better if the animation could be rendered in less than one hour. Windows Azure Worker Roles The cost of creating an on-premise render farm to render animations increases in proportion to the number of servers. The table below shows the cost of servers for creating a render farm, assuming a cost of $500 per server. Number of Servers Cost 1 $500 16 $8,000 256 $128,000 As well as the cost of the servers, there would be additional costs for networking, racks etc. Hosting an environment of 256 servers on-premise would require a server room with cooling, and some pretty hefty power cabling. The Windows Azure compute services provide worker roles, which are ideal for performing processor intensive compute tasks. With the scalability available in Windows Azure a job that takes 256 hours to complete could be perfumed using different numbers of worker roles. The time and cost of using 1, 16 or 256 worker roles is shown below. Number of Worker Roles Render Time Cost 1 256 hours $30.72 16 16 hours $30.72 256 1 hour $30.72 Using worker roles in Windows Azure provides the same cost for the 256 hour job, irrespective of the number of worker roles used. Provided the compute task can be broken down into many small units, and the worker role compute power can be used effectively, it makes sense to scale the application so that the task is completed quickly, making the results available in a timely fashion. The task of rendering 2,000 frames in an animation is one that can easily be broken down into 2,000 individual pieces, which can be performed by a number of worker roles. Creating a Render Farm in Windows Azure The architecture of the render farm is shown in the following diagram. The render farm is a hybrid application with the following components: · On-Premise o Windows Kinect – Used combined with the Kinect Explorer to create a stream of depth images. o Animation Creator – This application uses the depth images from the Kinect sensor to create scene description files for PolyRay. These files are then uploaded to the jobs blob container, and job messages added to the jobs queue. o Process Monitor – This application queries the role instance lifecycle table and displays statistics about the render farm environment and render process. o Image Downloader – This application polls the image queue and downloads the rendered animation files once they are complete. · Windows Azure o Azure Storage – Queues and blobs are used for the scene description files and completed frames. A table is used to store the statistics about the rendering environment. The architecture of each worker role is shown below. The worker role is configured to use local storage, which provides file storage on the worker role instance that can be use by the applications to render the image and transform the format of the image. The service definition for the worker role with the local storage configuration highlighted is shown below. <?xml version="1.0" encoding="utf-8"?> <ServiceDefinition name="CloudRay" > <WorkerRole name="CloudRayWorkerRole" vmsize="Small"> <Imports> </Imports> <ConfigurationSettings> <Setting name="DataConnectionString" /> </ConfigurationSettings> <LocalResources> <LocalStorage name="RayFolder" cleanOnRoleRecycle="true" /> </LocalResources> </WorkerRole> </ServiceDefinition> The two executable programs, PolyRay.exe and DTA.exe are included in the Azure project, with Copy Always set as the property. PolyRay will take the scene description file and render it to a Truevision TGA file. As the TGA format has not seen much use since the mid 90’s it is converted to a JPG image using Dave's Targa Animator, another shareware application from the 90’s. Each worker roll will use the following process to render the animation frames. 1. The worker process polls the job queue, if a job is available the scene description file is downloaded from blob storage to local storage. 2. PolyRay.exe is started in a process with the appropriate command line arguments to render the image as a TGA file. 3. DTA.exe is started in a process with the appropriate command line arguments convert the TGA file to a JPG file. 4. The JPG file is uploaded from local storage to the images blob container. 5. A message is placed on the images queue to indicate a new image is available for download. 6. The job message is deleted from the job queue. 7. The role instance lifecycle table is updated with statistics on the number of frames rendered by the worker role instance, and the CPU time used. The code for this is shown below. public override void Run() { // Set environment variables string polyRayPath = Path.Combine(Environment.GetEnvironmentVariable("RoleRoot"), PolyRayLocation); string dtaPath = Path.Combine(Environment.GetEnvironmentVariable("RoleRoot"), DTALocation); LocalResource rayStorage = RoleEnvironment.GetLocalResource("RayFolder"); string localStorageRootPath = rayStorage.RootPath; JobQueue jobQueue = new JobQueue("renderjobs"); JobQueue downloadQueue = new JobQueue("renderimagedownloadjobs"); CloudRayBlob sceneBlob = new CloudRayBlob("scenes"); CloudRayBlob imageBlob = new CloudRayBlob("images"); RoleLifecycleDataSource roleLifecycleDataSource = new RoleLifecycleDataSource(); Frames = 0; while (true) { // Get the render job from the queue CloudQueueMessage jobMsg = jobQueue.Get(); if (jobMsg != null) { // Get the file details string sceneFile = jobMsg.AsString; string tgaFile = sceneFile.Replace(".pi", ".tga"); string jpgFile = sceneFile.Replace(".pi", ".jpg"); string sceneFilePath = Path.Combine(localStorageRootPath, sceneFile); string tgaFilePath = Path.Combine(localStorageRootPath, tgaFile); string jpgFilePath = Path.Combine(localStorageRootPath, jpgFile); // Copy the scene file to local storage sceneBlob.DownloadFile(sceneFilePath); // Run the ray tracer. string polyrayArguments = string.Format("\"{0}\" -o \"{1}\" -a 2", sceneFilePath, tgaFilePath); Process polyRayProcess = new Process(); polyRayProcess.StartInfo.FileName = Path.Combine(Environment.GetEnvironmentVariable("RoleRoot"), polyRayPath); polyRayProcess.StartInfo.Arguments = polyrayArguments; polyRayProcess.Start(); polyRayProcess.WaitForExit(); // Convert the image string dtaArguments = string.Format(" {0} /FJ /P{1}", tgaFilePath, Path.GetDirectoryName (jpgFilePath)); Process dtaProcess = new Process(); dtaProcess.StartInfo.FileName = Path.Combine(Environment.GetEnvironmentVariable("RoleRoot"), dtaPath); dtaProcess.StartInfo.Arguments = dtaArguments; dtaProcess.Start(); dtaProcess.WaitForExit(); // Upload the image to blob storage imageBlob.UploadFile(jpgFilePath); // Add a download job. downloadQueue.Add(jpgFile); // Delete the render job message jobQueue.Delete(jobMsg); Frames++; } else { Thread.Sleep(1000); } // Log the worker role activity. roleLifecycleDataSource.Alive ("CloudRayWorker", RoleLifecycleDataSource.RoleLifecycleId, Frames); } } Monitoring Worker Role Instance Lifecycle In order to get more accurate statistics about the lifecycle of the worker role instances used to render the animation data was tracked in an Azure storage table. The following class was used to track the worker role lifecycles in Azure storage. public class RoleLifecycle : TableServiceEntity { public string ServerName { get; set; } public string Status { get; set; } public DateTime StartTime { get; set; } public DateTime EndTime { get; set; } public long SecondsRunning { get; set; } public DateTime LastActiveTime { get; set; } public int Frames { get; set; } public string Comment { get; set; } public RoleLifecycle() { } public RoleLifecycle(string roleName) { PartitionKey = roleName; RowKey = Utils.GetAscendingRowKey(); Status = "Started"; StartTime = DateTime.UtcNow; LastActiveTime = StartTime; EndTime = StartTime; SecondsRunning = 0; Frames = 0; } } A new instance of this class is created and added to the storage table when the role starts. It is then updated each time the worker renders a frame to record the total number of frames rendered and the total processing time. These statistics are used be the monitoring application to determine the effectiveness of use of resources in the render farm. Rendering the Animation The Azure solution was deployed to Windows Azure with the service configuration set to 16 worker role instances. This allows for the application to be tested in the cloud environment, and the performance of the application determined. When I demo the application at conferences and user groups I often start with 16 instances, and then scale up the application to the full 256 instances. The configuration to run 16 instances is shown below. <?xml version="1.0" encoding="utf-8"?> <ServiceConfiguration serviceName="CloudRay" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration" osFamily="1" osVersion="*"> <Role name="CloudRayWorkerRole"> <Instances count="16" /> <ConfigurationSettings> <Setting name="DataConnectionString" value="DefaultEndpointsProtocol=https;AccountName=cloudraydata;AccountKey=..." /> </ConfigurationSettings> </Role> </ServiceConfiguration> About six minutes after deploying the application the first worker roles become active and start to render the first frames of the animation. The CloudRay Monitor application displays an icon for each worker role instance, with a number indicating the number of frames that the worker role has rendered. The statistics on the left show the number of active worker roles and statistics about the render process. The render time is the time since the first worker role became active; the CPU time is the total amount of processing time used by all worker role instances to render the frames. Five minutes after the first worker role became active the last of the 16 worker roles activated. By this time the first seven worker roles had each rendered one frame of the animation. With 16 worker roles u and running it can be seen that one hour and 45 minutes CPU time has been used to render 32 frames with a render time of just under 10 minutes. At this rate it would take over 10 hours to render the 2,000 frames of the full animation. In order to complete the animation in under an hour more processing power will be required. Scaling the render farm from 16 instances to 256 instances is easy using the new management portal. The slider is set to 256 instances, and the configuration saved. We do not need to re-deploy the application, and the 16 instances that are up and running will not be affected. Alternatively, the configuration file for the Azure service could be modified to specify 256 instances. <?xml version="1.0" encoding="utf-8"?> <ServiceConfiguration serviceName="CloudRay" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration" osFamily="1" osVersion="*"> <Role name="CloudRayWorkerRole"> <Instances count="256" /> <ConfigurationSettings> <Setting name="DataConnectionString" value="DefaultEndpointsProtocol=https;AccountName=cloudraydata;AccountKey=..." /> </ConfigurationSettings> </Role> </ServiceConfiguration> Six minutes after the new configuration has been applied 75 new worker roles have activated and are processing their first frames. Five minutes later the full configuration of 256 worker roles is up and running. We can see that the average rate of frame rendering has increased from 3 to 12 frames per minute, and that over 17 hours of CPU time has been utilized in 23 minutes. In this test the time to provision 140 worker roles was about 11 minutes, which works out at about one every five seconds. We are now half way through the rendering, with 1,000 frames complete. This has utilized just under three days of CPU time in a little over 35 minutes. The animation is now complete, with 2,000 frames rendered in a little over 52 minutes. The CPU time used by the 256 worker roles is 6 days, 7 hours and 22 minutes with an average frame rate of 38 frames per minute. The rendering of the last 1,000 frames took 16 minutes 27 seconds, which works out at a rendering rate of 60 frames per minute. The frame counts in the server instances indicate that the use of a queue to distribute the workload has been very effective in distributing the load across the 256 worker role instances. The first 16 instances that were deployed first have rendered between 11 and 13 frames each, whilst the 240 instances that were added when the application was scaled have rendered between 6 and 9 frames each. Completed Animation I’ve uploaded the completed animation to YouTube, a low resolution preview is shown below. Pin Board Animation Created using Windows Kinect and 256 Windows Azure Worker Roles The animation can be viewed in 1280x720 resolution at the following link: http://www.youtube.com/watch?v=n5jy6bvSxWc Effective Use of Resources According to the CloudRay monitor statistics the animation took 6 days, 7 hours and 22 minutes CPU to render, this works out at 152 hours of compute time, rounded up to the nearest hour. As the usage for the worker role instances are billed for the full hour, it may have been possible to render the animation using fewer than 256 worker roles. When deciding the optimal usage of resources, the time required to provision and start the worker roles must also be considered. In the demo I started with 16 worker roles, and then scaled the application to 256 worker roles. It would have been more optimal to start the application with maybe 200 worker roles, and utilized the full hour that I was being billed for. This would, however, have prevented showing the ease of scalability of the application. The new management portal displays the CPU usage across the worker roles in the deployment. The average CPU usage across all instances is 93.27%, with over 99% used when all the instances are up and running. This shows that the worker role resources are being used very effectively. Grid Computing Scenarios Although I am using this scenario for a hobby project, there are many scenarios where a large amount of compute power is required for a short period of time. Windows Azure provides a great platform for developing these types of grid computing applications, and can work out very cost effective. · Windows Azure can provide massive compute power, on demand, in a matter of minutes. · The use of queues to manage the load balancing of jobs between role instances is a simple and effective solution. · Using a cloud-computing platform like Windows Azure allows proof-of-concept scenarios to be tested and evaluated on a very low budget. · No charges for inbound data transfer makes the uploading of large data sets to Windows Azure Storage services cost effective. (Transaction charges still apply.) Tips for using Windows Azure for Grid Computing Scenarios I found the implementation of a render farm using Windows Azure a fairly simple scenario to implement. I was impressed by ease of scalability that Azure provides, and by the short time that the application took to scale from 16 to 256 worker role instances. In this case it was around 13 minutes, in other tests it took between 10 and 20 minutes. The following tips may be useful when implementing a grid computing project in Windows Azure. · Using an Azure Storage queue to load-balance the units of work across multiple worker roles is simple and very effective. The design I have used in this scenario could easily scale to many thousands of worker role instances. · Windows Azure accounts are typically limited to 20 cores. If you need to use more than this, a call to support and a credit card check will be required. · Be aware of how the billing model works. You will be charged for worker role instances for the full clock our in which the instance is deployed. Schedule the workload to start just after the clock hour has started. · Monitor the utilization of the resources you are provisioning, ensure that you are not paying for worker roles that are idle. · If you are deploying third party applications to worker roles, you may well run into licensing issues. Purchasing software licenses on a per-processor basis when using hundreds of processors for a short time period would not be cost effective. · Third party software may also require installation onto the worker roles, which can be accomplished using start-up tasks. Bear in mind that adding a startup task and possible re-boot will add to the time required for the worker role instance to start and activate. An alternative may be to use a prepared VM and use VM roles. · Consider using the Windows Azure Autoscaling Application Block (WASABi) to autoscale the worker roles in your application. When using a large number of worker roles, the utilization must be carefully monitored, if the scaling algorithms are not optimal it could get very expensive!

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Part 2–Load Testing In The Cloud

- by Tarun Arora

Welcome to Part 2, In Part 1 we discussed the advantages of creating a Test Rig in the cloud, the Azure edge and the Test Rig Topology we want to get to. In Part 2, Let’s start by understanding the components of Azure we’ll be making use of followed by manually putting them together to create the test rig, so… let’s get down dirty start setting up the Test Rig. What Components of Azure will I be using for building the Test Rig in the Cloud? To run the Test Agents we’ll make use of Windows Azure Compute and to enable communication between Test Controller and Test Agents we’ll make use of Windows Azure Connect. Azure Connect The Test Controller is on premise and the Test Agents are in the cloud (How will they talk?). To enable communication between the two, we’ll make use of Windows Azure Connect. With Windows Azure Connect, you can use a simple user interface to configure IPsec protected connections between computers or virtual machines (VMs) in your organization’s network, and roles running in Windows Azure. With this you can now join Windows Azure role instances to your domain, so that you can use your existing methods for domain authentication, name resolution, or other domain-wide maintenance actions. For more details refer to an overview of Windows Azure connect. A very useful video explaining everything you wanted to know about Windows Azure connect. Azure Compute Windows Azure compute provides developers a platform to host and manage applications in Microsoft’s data centres across the globe. A Windows Azure application is built from one or more components called ‘roles.’ Roles come in three different types: Web role, Worker role, and Virtual Machine (VM) role, we’ll be using the Worker role to set up the Test Agents. A very nice blog post discussing the difference between the 3 role types. Developers are free to use the .NET framework or other software that runs on Windows with the Worker role or Web role. Developers can also create applications using languages such as PHP and Java. More on Windows Azure Compute. Each Windows Azure compute instance represents a virtual server... Virtual Machine Size CPU Cores Memory Cost Per Hour Extra Small Shared 768 MB $0.04 Small 1 1.75 GB $0.12 Medium 2 3.50 GB $0.24 Large 4 7.00 GB $0.48 Extra Large 8 14.00 GB $0.96 You might want to review the Windows Azure Pricing FAQ. Let’s Get Started building the Test Rig… Configuration Machine Role Comments VM – 1 Domain Controller for Playpit.com On Premise VM – 2 TFS, Test Controller On Premise VM – 3 Test Agent Cloud In this blog post I would assume that you have the domain, Team Foundation Server and Test Controller Installed and set up already. If not, please refer to the TFS 2010 Installation Guide and this walkthrough on MSDN to set up your Test Controller. You can also download a preconfigured TFS 2010 VM from Brian Keller's blog, Brian also has some great hands on Labs on TFS 2010 that you may want to explore. I. Lets start building VM – 3: The Test Agent Download the Windows Azure SDK and Tools Open Visual Studio and create a new Windows Azure Project using the Cloud Template Choose the Worker Role for reasons explained in the earlier post The WorkerRole.cs implements the Run() and OnStart() methods, no code changes required. You should be able to compile the project and run it in the compute emulator (The compute emulator should have been installed as part of the Windows Azure Toolkit) on your local machine. We will only be making changes to WindowsAzureProject, open ServiceDefinition.csdef. Ensure that the vmsize is small (remember the cost chart above). Import the “Connect” module. I am importing the Connect module because I need to join the Worker role VM to the Playpit domain. <?xml version="1.0" encoding="utf-8"?> <ServiceDefinition name="WindowsAzureProject2" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceDefinition"> <WorkerRole name="WorkerRole1" vmsize="Small"> <Imports> <Import moduleName="Diagnostics" /> <Import moduleName="Connect"/> </Imports> </WorkerRole> </ServiceDefinition> Go to the ServiceConfiguration.Cloud.cscfg and note that settings with key ‘Microsoft.WindowsAzure.Plugins.Connect.%%%%’ have been added to the configuration file. This is because you decided to import the connect module. See the config below. <?xml version="1.0" encoding="utf-8"?> <ServiceConfiguration serviceName="WindowsAzureProject2" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration" osFamily="1" osVersion="*"> <Role name="WorkerRole1"> <Instances count="1" /> <ConfigurationSettings> <Setting name="Microsoft.WindowsAzure.Plugins.Diagnostics.ConnectionString" value="UseDevelopmentStorage=true" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.ActivationToken" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Refresh" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.WaitForConnectivity" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Upgrade" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.EnableDomainJoin" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainFQDN" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainControllerFQDN" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainAccountName" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainPassword" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainOU" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Administrators" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainSiteName" value="" /> </ConfigurationSettings> </Role> </ServiceConfiguration> Let’s go step by step and understand all the highlighted parameters and where you can find the values for them. osFamily – By default this is set to 1 (Windows Server 2008 SP2). Change this to 2 if you want the Windows Server 2008 R2 operating system. The Advantage of using osFamily = “2” is that you get Powershell 2.0 rather than Powershell 1.0. In Powershell 2.0 you could simply use “powershell -ExecutionPolicy Unrestricted ./myscript.ps1” and it will work while in Powershell 1.0 you will have to change the registry key by including the following in your command file “reg add HKLM\Software\Microsoft\PowerShell\1\ShellIds\Microsoft.PowerShell /v ExecutionPolicy /d Unrestricted /f” before you can execute any power shell. The other reason you might want to move to os2 is if you wanted IIS 7.5. Activation Token – To enable communication between the on premise machine and the Windows Azure Worker role VM both need to have the same token. Log on to Windows Azure Management Portal, click on Connect, click on Get Activation Token, this should give you the activation token, copy the activation token to the clipboard and paste it in the configuration file. Note – Later in the blog I’ll be showing you how to install connect on the on premise machine. EnableDomainJoin – Set the value to true, ofcourse we want to join the on windows azure worker role VM to the domain. DomainFQDN, DomainControllerFQDN, DomainAccountName, DomainPassword, DomainOU, Administrators – This information is specific to your domain. I have extracted this information from the ‘service manager’ and ‘Active Directory Users and Computers’. Also, i created a new Domain-OU namely ‘CloudInstances’ so all my cloud instances joined to my domain show up here, this is optional. You can encrypt the DomainPassword – refer to the instructions here. Or hold fire, I’ll be covering that when i come to certificates and encryption in the coming section. Now once you have filled all this information up, the configuration file should look something like below, <?xml version="1.0" encoding="utf-8"?> <ServiceConfiguration serviceName="WindowsAzureProject2" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration" osFamily="2" osVersion="*"> <Role name="WorkerRole1"> <Instances count="1" /> <ConfigurationSettings> <Setting name="Microsoft.WindowsAzure.Plugins.Diagnostics.ConnectionString" value="UseDevelopmentStorage=true" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.ActivationToken" value="45f55fea-f194-4fbc-b36e-25604faac784" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Refresh" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.WaitForConnectivity" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Upgrade" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.EnableDomainJoin" value="true" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainFQDN" value="play.pit.com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainControllerFQDN" value="WIN-KUDQMQFGQOL.play.pit.com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainAccountName" value="playpit\Administrator" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainPassword" value="************************" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainOU" value="OU=CloudInstances, DC=Play, DC=Pit, DC=com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Administrators" value="Playpit\Administrator" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainSiteName" value="" /> </ConfigurationSettings> </Role> </ServiceConfiguration> Next we will be enabling the Remote Desktop module in to the ServiceDefinition.csdef, we could make changes manually or allow a beautiful wizard to help us make changes. I prefer the second option. So right click on the Windows Azure project and choose Publish Now once you get the publish wizard, if you haven’t already you would be asked to import your Windows Azure subscription, this is simply the Msdn subscription activation key xml. Once you have done click Next to go to the Settings page and check ‘Enable Remote Desktop for all roles’. As soon as you do that you get another pop up asking you the details for the user that you would be logging in with (make sure you enter a reasonable expiry date, you do not want the user account to expire today). Notice the more information tag at the bottom, click that to get access to the certificate section. See screen shot below. From the drop down select the option to create a new certificate In the pop up window enter the friendly name for your certificate. In my case I entered ‘WAC – Test Rig’ and click ok. This will create a new certificate for you. Click on the view button to see the certificate details. Do you see the Thumbprint, this is the value that will go in the config file (very important). Now click on the Copy to File button to copy the certificate, we will need to import the certificate to the windows Azure Management portal later. So, make sure you save it a safe location. Click Finish and enter details of the user you would like to create with permissions for remote desktop access, once you have entered the details on the ‘Remote desktop configuration’ screen click on Ok. From the Publish Windows Azure Wizard screen press Cancel. Cancel because we don’t want to publish the role just yet and Yes because we want to save all the changes in the config file. Now if you go to the ServiceDefinition.csdef file you will see that the RemoteAccess and RemoteForwarder roles have been imported for you. <?xml version="1.0" encoding="utf-8"?> <ServiceDefinition name="WindowsAzureProject2" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceDefinition"> <WorkerRole name="WorkerRole1" vmsize="Small"> <Imports> <Import moduleName="Diagnostics" /> <Import moduleName="Connect" /> <Import moduleName="RemoteAccess" /> <Import moduleName="RemoteForwarder" /> </Imports> </WorkerRole> </ServiceDefinition> Now go to the ServiceConfiguration.Cloud.cscfg file and you see a whole bunch for setting “Microsoft.WindowsAzure.Plugins.RemoteAccess.%%%” values added for you. <?xml version="1.0" encoding="utf-8"?> <ServiceConfiguration serviceName="WindowsAzureProject2" xmlns="http://schemas.microsoft.com/ServiceHosting/2008/10/ServiceConfiguration" osFamily="2" osVersion="*"> <Role name="WorkerRole1"> <Instances count="1" /> <ConfigurationSettings> <Setting name="Microsoft.WindowsAzure.Plugins.Diagnostics.ConnectionString" value="UseDevelopmentStorage=true" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.ActivationToken" value="45f55fea-f194-4fbc-b36e-25604faac784" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Refresh" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.WaitForConnectivity" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Upgrade" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.EnableDomainJoin" value="true" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainFQDN" value="play.pit.com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainControllerFQDN" value="WIN-KUDQMQFGQOL.play.pit.com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainAccountName" value="playpit\Administrator" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainPassword" value="************************" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainOU" value="OU=CloudInstances, DC=Play, DC=Pit, DC=com" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.Administrators" value="Playpit\Administrator" /> <Setting name="Microsoft.WindowsAzure.Plugins.Connect.DomainSiteName" value="" /> <Setting name="Microsoft.WindowsAzure.Plugins.RemoteAccess.Enabled" value="true" /> <Setting name="Microsoft.WindowsAzure.Plugins.RemoteAccess.AccountUsername" value="Administrator" /> <Setting name="Microsoft.WindowsAzure.Plugins.RemoteAccess.AccountEncryptedPassword" value="MIIBnQYJKoZIhvcNAQcDoIIBjjCCAYoCAQAxggFOMIIBSgIBADAyMB4xHDAaBgNVBAMME1dpbmRvd 3MgQXp1cmUgVG9vbHMCEGa+B46voeO5T305N7TSG9QwDQYJKoZIhvcNAQEBBQAEggEABg4ol5Xol66Ip6QKLbAPWdmD4ae ADZ7aKj6fg4D+ATr0DXBllZHG5Umwf+84Sj2nsPeCyrg3ZDQuxrfhSbdnJwuChKV6ukXdGjX0hlowJu/4dfH4jTJC7sBWS AKaEFU7CxvqYEAL1Hf9VPL5fW6HZVmq1z+qmm4ecGKSTOJ20Fptb463wcXgR8CWGa+1w9xqJ7UmmfGeGeCHQ4QGW0IDSBU6ccg vzF2ug8/FY60K1vrWaCYOhKkxD3YBs8U9X/kOB0yQm2Git0d5tFlIPCBT2AC57bgsAYncXfHvPesI0qs7VZyghk8LVa9g5IqaM Cp6cQ7rmY/dLsKBMkDcdBHuCTAzBgkqhkiG9w0BBwEwFAYIKoZIhvcNAwcECDRVifSXbA43gBApNrp40L1VTVZ1iGag+3O1" /> <Setting name="Microsoft.WindowsAzure.Plugins.RemoteAccess.AccountExpiration" value="2012-11-27T23:59:59.0000000+00:00" /> <Setting name="Microsoft.WindowsAzure.Plugins.RemoteForwarder.Enabled" value="true" /> </ConfigurationSettings> <Certificates> <Certificate name="Microsoft.WindowsAzure.Plugins.RemoteAccess.PasswordEncryption" thumbprint="AA23016CF0BDFC344400B5B82706B608B92E4217" thumbprintAlgorithm="sha1" /> </Certificates> </Role> </ServiceConfiguration> Okay let’s look at them one at a time, Enabled - Yes, we would like to enable Remote Access. AccountUserName – This is the user name you entered while you were on the publish windows azure role screen, as detailed above. AccountEncrytedPassword – Try and decode that, the certificate is used to encrypt the password you specified for the user account. Remember earlier i said, either use the instructions or wait and i’ll be showing you encryption, now the user account i am using for rdp has the same password as my domain password, so i can simply copy the value of the AccountEncryptedPassword to the DomainPassword as well. AccountExpiration – This is the expiration as you specified in the wizard earlier, make sure your account does not expire today. Remote Forwarder – Check out the documentation, below is how I understand it, -- One role in an application that implements a remote desktop connection must import the RemoteForwarder module. The two modules work together to enable the remote desktop connections to role instances. -- If you have multiple roles defined in the service model, it does not matter which role you add the RemoteForwarder module to, but you must add it to only one of the role definitions. Certificate – Remember the certificate thumbprint from the wizard, the on premise machine and windows azure role machine that need to speak to each other must have the same thumbprint. More on that when we install Windows Azure connect Endpoints on the on premise machine. As i said earlier, in this blog post, I’ll be showing you the manual process so i won’t be scripting any star up tasks to install the test agent or register the test agent with the TFS Server. I’ll be showing you all this cool stuff in the next blog post, that’s because it’s important to understand the manual side of it, it becomes easier for you to troubleshoot in case something fails. Having said that, the changes we have made are sufficient to spin up the Windows Azure Worker Role aka Test Agent VM, have it connected with the play.pit.com domain and have remote access enabled on it. Before we deploy the Test Agent VM we need to set up Windows Azure Connect on the TFS Server. II. Windows Azure Connect: Setting up Connect on VM – 2 i.e. TFS & Test Controller Glad you made it so far, now to enable communication between the on premise TFS/Test Controller and Azure-ed Test Agent we need to enable communication. We have set up the Azure connect module in the Test Agent configuration, now the connect end points need to be enabled on the on premise machines, let’s have a look at how we can do this. Log on to VM – 2 running the TFS Server and Test Controller Log on to the Windows Azure Management Portal and click on Virtual Network Click on Virtual Network, if you already have a subscription you should see the below screen shot, if not, you would be asked to complete the subscription first Click on Install Local Endpoints from the top left on the panel and you get a url appended with a token id in it, remember the token i showed you earlier, in theory the token you get here should match the token you added to the Test Agent config file. Copy the url to the clip board and paste it in IE explorer (important, the installation at present only works out of IE and you need to have cookies enabled in order to complete the installation). As stated in the pop up, you can NOT download and run the software later, you need to run it as is, since it contains a token. Once the installation completes you should see the Windows Azure connect icon in the system tray. Right click the Azure Connect icon, choose Diagnostics and refer to this link for diagnostic detail terminology. NOTE – Unfortunately I could not see the Windows Azure connect icon in the system tray, a bit of binging with Google revealed that the azure connect icon is only shown when the ‘Windows Azure Connect Endpoint’ Service is started. So go to services.msc and make sure that the service is started, if not start it, unfortunately again, the service did not start for me on a manual start and i realised that one of the dependant services was disabled, you can look at the service dependencies and start them and then start windows azure connect. Bottom line, you need to start Windows Azure connect service before you can proceed. Please refer here on MSDN for more on Troubleshooting Windows Azure connect. (Follow the next step as well) Now go back to the Windows Azure Management Portal and from Groups and Roles create a new group, lets call it ‘Test Rig’. Make sure you add the VM – 2 (the TFS Server VM where you just installed the endpoint). Now if you go back to the Azure Connect icon in the system tray and click ‘Refresh Policy’ you will notice that the disconnected status of the icon should change to ready for connection. III. Importing Certificate in to Windows Azure Management Portal But before that you need to import the certificate you created in Step I in to the Windows Azure Management Portal. Log on to the Windows Azure Management Portal and click on ‘Hosted Services, Storage Accounts & CDN’ and then ‘Management Certificates’ followed by Add Certificates as shown in the screen shot below Browse to the location where you saved the certificate earlier, remember… Refer to Step I in case you forgot. Now you should be able to see the imported certificate here, make sure the thumbprint of the certificate matches the one you inserted in the config files IV. Publish Windows Azure Worker Role aka Test Agent Having completed I, II and III, you are ready to publish the Test Agent VM – 3 to the cloud. Go to Visual Studio and right click the Windows Azure project and select Publish. Verify the infomration in the wizard, from the advanced settings tab, you can also enabled capture of intellitrace or profiling information. Click Next and Click Publish! From the view menu bar select the Windows Azure Activity Log window. Now you should be able to see the deployment progress in real time. In the Windows Azure Management Portal, you should also be able to see the progress of creation of a new Worker Role. Once the deployment is complete you should be able to RDP (go to run prompt type mstsc and in the pop up the machine name) in to the Test Agent Worker Role VM from the Playpit network using the domain admin user account. In case you are unable to log in to the Test Agent using the domain admin user account it means the process of joining the Test Agent to the domain has failed! But the good news is, because you imported the connect module, you can connect to the Test Agent machine using Windows Azure Management Portal and troubleshoot the reason for failure, you will be able to log in with the user name and password you specified in the config file for the keys ‘RemoteAccess.AccountUsername, RemoteAccess.EncryptedPassword (just that enter the password unencrypted)’, fix it or manually join the machine to the domain. Once you have managed to Join the Test Agent VM to the Domain move to the next step. So, log in to the Test Agent Worker Role VM with the Playpit Domain Administrator and verify that you can log in, the machine is connected to the domain and the connect service is successfully running. If yes, give your self a pat on the back, you are 80% mission accomplished! Go to the Windows Azure Management Portal and click on Virtual Network, click on Groups and Roles and click on Test Rig, click Edit Group, the edit the Test Rig group you created earlier. In the Connect to section, click on Add to select the worker role you have just deployed. Also, check the ‘Allow connections between endpoints in the group’ with this you will enable to communication between test controller and test agents and test agents/test agents. Click Save. Now, you are ready to deploy the Test Agent software on the Worker Role Test Agent VM and configure it to work with the Test Controller. V. Configuring VM – 3: Installing Test Agent and Associating Test Agent to Controller Log in to the Worker Role Test Agent VM that you have just successfully deployed, make sure you log in with the domain administrator account. Download the All Agents software from MSDN, ‘en_visual_studio_agents_2010_x86_x64_dvd_509679.iso’, extract the iso and navigate to where you have extracted the iso. In my case, i have extracted the iso to “C:\Resources\Temp\VsAgentSetup”. Open the Test Agent folder and double click on setup.exe. Once you have installed the Test Agent you should reach the configuration window. If you face any issues installing TFS Test Agent on the VM, refer to the walkthrough on MSDN. Once you have successfully installed the Test Agent software you will need to configure the test agent. Right click the test agent configuration tool and run as a different user. i.e. an Administrator. This is really to run the configuration wizard with elevated privileges (you might have UAC block something's otherwise). In the run options, you can select ‘service’ you do not need to run the agent as interactive un less you are running coded UI tests. I have specified the domain administrator to connect to the TFS Test Controller. In real life, i would never do that, i would create a separate test user service account for this purpose. But for the blog post, we are using the most powerful user so that any policies or restrictions don’t block you. Click the Apply Settings button and you should be all green! If not, the summary usually gives helpful error messages that you can resolve and proceed. As per my experience, you may run in to either a permission or a firewall blocking communication issue. And now the moment of truth! Go to VM –2 open up Visual Studio and from the Test Menu select Manage Test Controller Mission Accomplished! You should be able to see the Test Agent that you have just configured here, VI. Creating and Running Load Tests on your brand new Azure-ed Test Rig I have various blog posts on Performance Testing with Visual Studio Ultimate, you can follow the links and videos below, Blog Posts: - Part 1 – Performance Testing using Visual Studio 2010 Ultimate - Part 2 – Performance Testing using Visual Studio 2010 Ultimate - Part 3 – Performance Testing using Visual Studio 2010 Ultimate Videos: - Test Tools Configuration & Settings in Visual Studio - Why & How to Record Web Performance Tests in Visual Studio Ultimate - Goal Driven Load Testing using Visual Studio Ultimate Now that you have created your load tests, there is one last change you need to make before you can run the tests on your Azure Test Rig, create a new Test settings file, and change the Test Execution method to ‘Remote Execution’ and select the test controller you have configured the Worker Role Test Agent against in our case VM – 2 So, go on, fire off a test run and see the results of the test being executed on the Azur-ed Test Rig. Review and What’s next? A quick recap of the benefits of running the Test Rig in the cloud and what i will be covering in the next blog post AND I would love to hear your feedback! Advantages Utilizing the power of Azure compute to run a heavy virtual user load. Benefiting from the Azure flexibility, destroy Test Agents when not in use, takes < 25 minutes to spin up a new Test Agent. Most important test Network Latency, (network latency and speed of connection are two different things – usually network latency is very hard to test), by placing the Test Agents in Microsoft Data centres around the globe, one can actually test the lag in transferring the bytes not because of a slow connection but because the page has been requested from the other side of the globe. Next Steps The process of spinning up the Test Agents in windows Azure is not 100% automated. I am working on the Worker process and power shell scripts to make the role deployment, unattended install of test agent software and registration of the test agent to the test controller automated. In the next blog post I will show you how to make the complete process unattended and automated. Remember to subscribe to http://feeds.feedburner.com/TarunArora. Hope you enjoyed this post, I would love to hear your feedback! If you have any recommendations on things that I should consider or any questions or feedback, feel free to leave a comment. See you in Part III. Share this post : CodeProject

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FreeBSD performance tuning. Sysctls, loader.conf, kernel

- by SaveTheRbtz

I wanted to share knowledge of tuning FreeBSD via sysctl.conf/loader.conf/KENCONF. It was initially based on Igor Sysoev's (author of nginx) presentation about FreeBSD tuning up to 100,000-200,000 active connections. Tunings are for FreeBSD-CURRENT. Since 7.2 amd64 some of them are tuned well by default. Prior 7.0 some of them are boot only (set via /boot/loader.conf) or does not exist at all. sysctl.conf: # No zero mapping feature # May break wine # (There are also reports about broken samba3) #security.bsd.map_at_zero=0 # If you have really busy webserver with apache13 you may run out of processes #kern.maxproc=10000 # Same for servers with apache2 / Pound #kern.threads.max_threads_per_proc=4096 # Max. backlog size kern.ipc.somaxconn=4096 # Shared memory // 7.2+ can use shared memory > 2Gb kern.ipc.shmmax=2147483648 # Sockets kern.ipc.maxsockets=204800 # Can cause this on older kernels: # http://old.nabble.com/Significant-performance-regression-for-increased-maxsockbuf-on-8.0-RELEASE-tt26745981.html#a26745981 ) kern.ipc.maxsockbuf=10485760 # Mbuf 2k clusters (on amd64 7.2+ 25600 is default) # For such high value vm.kmem_size must be increased to 3G kern.ipc.nmbclusters=262144 # Jumbo pagesize(_SC_PAGESIZE) clusters # Used as general packet storage for jumbo frames # can be monitored via `netstat -m` #kern.ipc.nmbjumbop=262144 # Jumbo 9k/16k clusters # If you are using them #kern.ipc.nmbjumbo9=65536 #kern.ipc.nmbjumbo16=32768 # For lower latency you can decrease scheduler's maximum time slice # default: stathz/10 (~ 13) #kern.sched.slice=1 # Increase max command-line length showed in `ps` (e.g for Tomcat/Java) # Default is PAGE_SIZE / 16 or 256 on x86 # This avoids commands to be presented as [executable] in `ps` # For more info see: http://www.freebsd.org/cgi/query-pr.cgi?pr=120749 kern.ps_arg_cache_limit=4096 # Every socket is a file, so increase them kern.maxfiles=204800 kern.maxfilesperproc=200000 kern.maxvnodes=200000 # On some systems HPET is almost 2 times faster than default ACPI-fast # Useful on systems with lots of clock_gettime / gettimeofday calls # See http://old.nabble.com/ACPI-fast-default-timecounter,-but-HPET-83--faster-td23248172.html # After revision 222222 HPET became default: http://svnweb.freebsd.org/base?view=revision&revision=222222 kern.timecounter.hardware=HPET # Small receive space, only usable on http-server, on file server this # should be increased to 65535 or even more #net.inet.tcp.recvspace=8192 # This is useful on Fat-Long-Pipes #net.inet.tcp.recvbuf_max=10485760 #net.inet.tcp.recvbuf_inc=65535 # Small send space is useful for http servers that serve small files # Autotuned since 7.x net.inet.tcp.sendspace=16384 # This is useful on Fat-Long-Pipes #net.inet.tcp.sendbuf_max=10485760 #net.inet.tcp.sendbuf_inc=65535 # Turn off receive autotuning # You can play with it. #net.inet.tcp.recvbuf_auto=0 #net.inet.tcp.sendbuf_auto=0 # This should be enabled if you going to use big spaces (>64k) # Also timestamp field is useful when using syncookies net.inet.tcp.rfc1323=1 # Turn this off on high-speed, lossless connections (LAN 1Gbit+) # If you set it there is no need in TCP_NODELAY sockopt (see man tcp) net.inet.tcp.delayed_ack=0 # This feature is useful if you are serving data over modems, Gigabit Ethernet, # or even high speed WAN links (or any other link with a high bandwidth delay product), # especially if you are also using window scaling or have configured a large send window. # Automatically disables on small RTT ( http://www.freebsd.org/cgi/cvsweb.cgi/src/sys/netinet/tcp_subr.c?#rev1.237 ) # This sysctl was removed in 10-CURRENT: # See: http://www.mail-archive.com/[email protected]/msg06178.html #net.inet.tcp.inflight.enable=0 # TCP slowstart algorithm tunings # We assuming we have very fast clients #net.inet.tcp.slowstart_flightsize=100 #net.inet.tcp.local_slowstart_flightsize=100 # Disable randomizing of ports to avoid false RST # Before usage check SA here www.bsdcan.org/2006/papers/ImprovingTCPIP.pdf # (it's also says that port randomization auto-disables at some conn.rates, but I didn't checked it thou) #net.inet.ip.portrange.randomized=0 # Increase portrange # For outgoing connections only. Good for seed-boxes and ftp servers. net.inet.ip.portrange.first=1024 net.inet.ip.portrange.last=65535 # # stops route cache degregation during a high-bandwidth flood # http://www.freebsd.org/doc/en/books/handbook/securing-freebsd.html #net.inet.ip.rtexpire=2 net.inet.ip.rtminexpire=2 net.inet.ip.rtmaxcache=1024 # Security net.inet.ip.redirect=0 net.inet.ip.sourceroute=0 net.inet.ip.accept_sourceroute=0 net.inet.icmp.maskrepl=0 net.inet.icmp.log_redirect=0 net.inet.icmp.drop_redirect=1 net.inet.tcp.drop_synfin=1 # # There is also good example of sysctl.conf with comments: # http://www.thern.org/projects/sysctl.conf # # icmp may NOT rst, helpful for those pesky spoofed # icmp/udp floods that end up taking up your outgoing # bandwidth/ifqueue due to all that outgoing RST traffic. # #net.inet.tcp.icmp_may_rst=0 # Security net.inet.udp.blackhole=1 net.inet.tcp.blackhole=2 # IPv6 Security # For more info see http://www.fosslc.org/drupal/content/security-implications-ipv6 # Disable Node info replies # To see this vulnerability in action run `ping6 -a sglAac ::1` or `ping6 -w ::1` on unprotected node net.inet6.icmp6.nodeinfo=0 # Turn on IPv6 privacy extensions # For more info see proposal http://unix.derkeiler.com/Mailing-Lists/FreeBSD/net/2008-06/msg00103.html net.inet6.ip6.use_tempaddr=1 net.inet6.ip6.prefer_tempaddr=1 # Disable ICMP redirect net.inet6.icmp6.rediraccept=0 # Disable acceptation of RA and auto linklocal generation if you don't use them #net.inet6.ip6.accept_rtadv=0 #net.inet6.ip6.auto_linklocal=0 # Increases default TTL, sometimes useful # Default is 64 net.inet.ip.ttl=128 # Lessen max segment life to conserve resources # ACK waiting time in miliseconds # (default: 30000. RFC from 1979 recommends 120000) net.inet.tcp.msl=5000 # Max bumber of timewait sockets net.inet.tcp.maxtcptw=200000 # Don't use tw on local connections # As of 15 Apr 2009. Igor Sysoev says that nolocaltimewait has some buggy realization. # So disable it or now till get fixed #net.inet.tcp.nolocaltimewait=1 # FIN_WAIT_2 state fast recycle net.inet.tcp.fast_finwait2_recycle=1 # Time before tcp keepalive probe is sent # default is 2 hours (7200000) #net.inet.tcp.keepidle=60000 # Should be increased until net.inet.ip.intr_queue_drops is zero net.inet.ip.intr_queue_maxlen=4096 # Interrupt handling via multiple CPU, but with context switch. # You can play with it. Default is 1; #net.isr.direct=0 # This is for routers only #net.inet.ip.forwarding=1 #net.inet.ip.fastforwarding=1 # This speed ups dummynet when channel isn't saturated net.inet.ip.dummynet.io_fast=1 # Increase dummynet(4) hash #net.inet.ip.dummynet.hash_size=2048 #net.inet.ip.dummynet.max_chain_len # Should be increased when you have A LOT of files on server # (Increase until vfs.ufs.dirhash_mem becomes lower) vfs.ufs.dirhash_maxmem=67108864 # Note from commit http://svn.freebsd.org/base/head@211031 : # For systems with RAID volumes and/or virtualization envirnments, where # read performance is very important, increasing this sysctl tunable to 32 # or even more will demonstratively yield additional performance benefits. vfs.read_max=32 # Explicit Congestion Notification (see http://en.wikipedia.org/wiki/Explicit_Congestion_Notification) net.inet.tcp.ecn.enable=1 # Flowtable - flow caching mechanism # Useful for routers #net.inet.flowtable.enable=1 #net.inet.flowtable.nmbflows=65535 # Extreme polling tuning #kern.polling.burst_max=1000 #kern.polling.each_burst=1000 #kern.polling.reg_frac=100 #kern.polling.user_frac=1 #kern.polling.idle_poll=0 # IPFW dynamic rules and timeouts tuning # Increase dyn_buckets till net.inet.ip.fw.curr_dyn_buckets is lower net.inet.ip.fw.dyn_buckets=65536 net.inet.ip.fw.dyn_max=65536 net.inet.ip.fw.dyn_ack_lifetime=120 net.inet.ip.fw.dyn_syn_lifetime=10 net.inet.ip.fw.dyn_fin_lifetime=2 net.inet.ip.fw.dyn_short_lifetime=10 # Make packets pass firewall only once when using dummynet # i.e. packets going thru pipe are passing out from firewall with accept #net.inet.ip.fw.one_pass=1 # shm_use_phys Wires all shared pages, making them unswappable # Use this to lessen Virtual Memory Manager's work when using Shared Mem. # Useful for databases #kern.ipc.shm_use_phys=1 # ZFS # Enable prefetch. Useful for sequential load type i.e fileserver. # FreeBSD sets vfs.zfs.prefetch_disable to 1 on any i386 systems and # on any amd64 systems with less than 4GB of avaiable memory # For additional info check this nabble thread http://old.nabble.com/Samba-read-speed-performance-tuning-td27964534.html #vfs.zfs.prefetch_disable=0 # On highload servers you may notice following message in dmesg: # "Approaching the limit on PV entries, consider increasing either the # vm.pmap.shpgperproc or the vm.pmap.pv_entry_max tunable" vm.pmap.shpgperproc=2048 loader.conf: # Accept filters for data, http and DNS requests # Useful when your software uses select() instead of kevent/kqueue or when you under DDoS # DNS accf available on 8.0+ accf_data_load="YES" accf_http_load="YES" accf_dns_load="YES" # Async IO system calls aio_load="YES" # Linux specific devices in /dev # As for 8.1 it only /dev/full #lindev_load="YES" # Adds NCQ support in FreeBSD # WARNING! all ad[0-9]+ devices will be renamed to ada[0-9]+ # 8.0+ only #ahci_load="YES" #siis_load="YES" # FreeBSD 8.2+ # New Congestion Control for FreeBSD # http://caia.swin.edu.au/urp/newtcp/tools/cc_chd-readme-0.1.txt # http://www.ietf.org/proceedings/78/slides/iccrg-5.pdf # Initial merge commit message http://www.mail-archive.com/[email protected]/msg31410.html #cc_chd_load="YES" # Increase kernel memory size to 3G. # # Use ONLY if you have KVA_PAGES in kernel configuration, and you have more than 3G RAM # Otherwise panic will happen on next reboot! # # It's required for high buffer sizes: kern.ipc.nmbjumbop, kern.ipc.nmbclusters, etc # Useful on highload stateful firewalls, proxies or ZFS fileservers # (FreeBSD 7.2+ amd64 users: Check that current value is lower!) #vm.kmem_size="3G" # If your server has lots of swap (>4Gb) you should increase following value # according to http://lists.freebsd.org/pipermail/freebsd-hackers/2009-October/029616.html # Otherwise you'll be getting errors # "kernel: swap zone exhausted, increase kern.maxswzone" # kern.maxswzone="256M" # Older versions of FreeBSD can't tune maxfiles on the fly #kern.maxfiles="200000" # Useful for databases # Sets maximum data size to 1G # (FreeBSD 7.2+ amd64 users: Check that current value is lower!) #kern.maxdsiz="1G" # Maximum buffer size(vfs.maxbufspace) # You can check current one via vfs.bufspace # Should be lowered/upped depending on server's load-type # Usually decreased to preserve kmem # (default is 10% of mem) #kern.maxbcache="512M" # Sendfile buffers # For i386 only #kern.ipc.nsfbufs=10240 # FreeBSD 9+ # HPET "legacy route" support. It should allow HPET to work per-CPU # See http://www.mail-archive.com/[email protected]/msg03603.html #hint.atrtc.0.clock=0 #hint.attimer.0.clock=0 #hint.hpet.0.legacy_route=1 # syncache Hash table tuning net.inet.tcp.syncache.hashsize=1024 net.inet.tcp.syncache.bucketlimit=512 net.inet.tcp.syncache.cachelimit=65536 # Increased hostcache # Later host cache can be viewed via net.inet.tcp.hostcache.list hidden sysctl # Very useful for it's RTT RTTVAR # Must be power of two net.inet.tcp.hostcache.hashsize=65536 # hashsize * bucketlimit (which is 30 by default) # It allocates 255Mb (1966080*136) of RAM net.inet.tcp.hostcache.cachelimit=1966080 # TCP control-block Hash table tuning net.inet.tcp.tcbhashsize=4096 # Disable ipfw deny all # Should be uncommented when there is a chance that # kernel and ipfw binary may be out-of sync on next reboot #net.inet.ip.fw.default_to_accept=1 # # SIFTR (Statistical Information For TCP Research) is a kernel module that # logs a range of statistics on active TCP connections to a log file. # See prerelease notes http://groups.google.com/group/mailing.freebsd.current/browse_thread/thread/b4c18be6cdce76e4 # and man 4 sitfr #siftr_load="YES" # Enable superpages, for 7.2+ only # Also read http://lists.freebsd.org/pipermail/freebsd-hackers/2009-November/030094.html vm.pmap.pg_ps_enabled=1 # Usefull if you are using Intel-Gigabit NIC #hw.em.rxd=4096 #hw.em.txd=4096 #hw.em.rx_process_limit="-1" # Also if you have ALOT interrupts on NIC - play with following parameters # NOTE: You should set them for every NIC #dev.em.0.rx_int_delay: 250 #dev.em.0.tx_int_delay: 250 #dev.em.0.rx_abs_int_delay: 250 #dev.em.0.tx_abs_int_delay: 250 # There is also multithreaded version of em/igb drivers can be found here: # http://people.yandex-team.ru/~wawa/ # # for additional em monitoring and statistics use # sysctl dev.em.0.stats=1 ; dmesg # sysctl dev.em.0.debug=1 ; dmesg # Also after r209242 (-CURRENT) there is a separate sysctl for each stat variable; # Same tunings for igb #hw.igb.rxd=4096 #hw.igb.txd=4096 #hw.igb.rx_process_limit=100 # Some useful netisr tunables. See sysctl net.isr #net.isr.maxthreads=4 #net.isr.defaultqlimit=4096 #net.isr.maxqlimit: 10240 # Bind netisr threads to CPUs #net.isr.bindthreads=1 # # FreeBSD 9.x+ # Increase interface send queue length # See commit message http://svn.freebsd.org/viewvc/base?view=revision&revision=207554 #net.link.ifqmaxlen=1024 # Nicer boot logo =) loader_logo="beastie" And finally here is KERNCONF: # Just some of them, see also # cat /sys/{i386,amd64,}/conf/NOTES # This one useful only on i386 #options KVA_PAGES=512 # You can play with HZ in environments with high interrupt rate (default is 1000) # 100 is for my notebook to prolong it's battery life #options HZ=100 # Polling is goot on network loads with high packet rates and low-end NICs # NB! Do not enable it if you want more than one netisr thread #options DEVICE_POLLING # Eliminate datacopy on socket read-write # To take advantage with zero copy sockets you should have an MTU >= 4k # This req. is only for receiving data. # Read more in man zero_copy_sockets # Also this epic thread on kernel trap: # http://kerneltrap.org/node/6506 # Here Linus says that "anybody that does it that way (FreeBSD) is totally incompetent" #options ZERO_COPY_SOCKETS # Support TCP sign. Used for IPSec options TCP_SIGNATURE # There was stackoverflow found in KAME IPSec stack: # See http://secunia.com/advisories/43995/ # For quick workaround you can use `ipfw add deny proto ipcomp` options IPSEC # This ones can be loaded as modules. They described in loader.conf section #options ACCEPT_FILTER_DATA #options ACCEPT_FILTER_HTTP # Adding ipfw, also can be loaded as modules options IPFIREWALL # On 8.1+ you can disable verbose to see blocked packets on ipfw0 interface. # Also there is no point in compiling verbose into the kernel, because # now there is net.inet.ip.fw.verbose tunable. #options IPFIREWALL_VERBOSE #options IPFIREWALL_VERBOSE_LIMIT=10 options IPFIREWALL_FORWARD # Adding kernel NAT options IPFIREWALL_NAT options LIBALIAS # Traffic shaping options DUMMYNET # Divert, i.e. for userspace NAT options IPDIVERT # This is for OpenBSD's pf firewall device pf device pflog # pf's QoS - ALTQ options ALTQ options ALTQ_CBQ # Class Bases Queuing (CBQ) options ALTQ_RED # Random Early Detection (RED) options ALTQ_RIO # RED In/Out options ALTQ_HFSC # Hierarchical Packet Scheduler (HFSC) options ALTQ_PRIQ # Priority Queuing (PRIQ) options ALTQ_NOPCC # Required for SMP build # Pretty console # Manual can be found here http://forums.freebsd.org/showthread.php?t=6134 #options VESA #options SC_PIXEL_MODE # Disable reboot on Ctrl Alt Del #options SC_DISABLE_REBOOT # Change normal|kernel messages color options SC_NORM_ATTR=(FG_GREEN|BG_BLACK) options SC_KERNEL_CONS_ATTR=(FG_YELLOW|BG_BLACK) # More scroll space options SC_HISTORY_SIZE=8192 # Adding hardware crypto device device crypto device cryptodev # Useful network interfaces device vlan device tap #Virtual Ethernet driver device gre #IP over IP tunneling device if_bridge #Bridge interface device pfsync #synchronization interface for PF device carp #Common Address Redundancy Protocol device enc #IPsec interface device lagg #Link aggregation interface device stf #IPv4-IPv6 port # Also for my notebook, but may be used with Opteron device amdtemp # Same for Intel processors device coretemp # man 4 cpuctl device cpuctl # CPU control pseudo-device # Support for ECMP. More than one route for destination # Works even with default route so one can use it as LB for two ISP # For now code is unstable and panics (panic: rtfree 2) on route deletions. #options RADIX_MPATH # Multicast routing #options MROUTING #options PIM # Debug & DTrace options KDB # Kernel debugger related code options KDB_TRACE # Print a stack trace for a panic options KDTRACE_FRAME # amd64-only(?) options KDTRACE_HOOKS # all architectures - enable general DTrace hooks #options DDB #options DDB_CTF # all architectures - kernel ELF linker loads CTF data # Adaptive spining in lockmgr (8.x+) # See http://www.mail-archive.com/[email protected]/msg10782.html options ADAPTIVE_LOCKMGRS # UTF-8 in console (8.x+) #options TEKEN_UTF8 # FreeBSD 8.1+ # Deadlock resolver thread # For additional information see http://www.mail-archive.com/[email protected]/msg18124.html # (FYI: "resolution" is panic so use with caution) #options DEADLKRES # Increase maximum size of Raw I/O and sendfile(2) readahead #options MAXPHYS=(1024*1024) #options MAXBSIZE=(1024*1024) # For scheduler debug enable following option. # Debug will be available via `kern.sched.stats` sysctl # For more information see http://svnweb.freebsd.org/base/head/sys/conf/NOTES?view=markup #options SCHED_STATS If you are tuning network for maximum performance you may wish to play with ifconfig options like: # You can list all capabilities via `ifconfig -m` ifconfig [-]rxcsum [-]txcsum [-]tso [-]lro mtu In case you've enabled DDB in kernel config, you should edit your /etc/ddb.conf and add something like this to enable automatic reboot (and textdump as bonus): script kdb.enter.panic=textdump set; capture on; show pcpu; bt; ps; alltrace; capture off; call doadump; reset script kdb.enter.default=textdump set; capture on; bt; ps; capture off; call doadump; reset And do not forget to add ddb_enable="YES" to /etc/rc.conf Since FreeBSD 9 you can select to enable/disable flowcontrol on your NIC: # See http://en.wikipedia.org/wiki/Ethernet_flow_control and # http://www.mail-archive.com/[email protected]/msg07927.html for additional info ifconfig bge0 media auto mediaopt flowcontrol PS. Also most of FreeBSD's limits can be monitored by # vmstat -z and # limits PPS. variety of network counters can be monitored via # netstat -s In FreeBSD-9 netstat's -Q option appeared, try following command to display netisr stats # netstat -Q PPPS. also see # man 7 tuning PPPPS. I wanted to thank FreeBSD community, especially author of nginx - Igor Sysoev, nginx-ru@ and FreeBSD-performance@ mailing lists for providing useful information about FreeBSD tuning. FreeBSD WIP * Whats cooking for FreeBSD 7? * Whats cooking for FreeBSD 8? * Whats cooking for FreeBSD 9? So here is the question: What tunings are you using on yours FreeBSD servers? You can also post your /etc/sysctl.conf, /boot/loader.conf, kernel options, etc with description of its' meaning (do not copy-paste from sysctl -d). Don't forget to specify server type (web, smb, gateway, etc) Let's share experience!

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Is there a Telecommunications Reference Architecture?

- by raul.goycoolea

@font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Abstract Reference architecture provides needed architectural information that can be provided in advance to an enterprise to enable consistent architectural best practices. Enterprise Reference Architecture helps business owners to actualize their strategies, vision, objectives, and principles. It evaluates the IT systems, based on Reference Architecture goals, principles, and standards. It helps to reduce IT costs by increasing functionality, availability, scalability, etc. Telecom Reference Architecture provides customers with the flexibility to view bundled service bills online with the provision of multiple services. It provides real-time, flexible billing and charging systems, to handle complex promotions, discounts, and settlements with multiple parties. This paper attempts to describe the Reference Architecture for the Telecom Enterprises. It lays the foundation for a Telecom Reference Architecture by articulating the requirements, drivers, and pitfalls for telecom service providers. It describes generic reference architecture for telecom enterprises and moves on to explain how to achieve Enterprise Reference Architecture by using SOA. Introduction A Reference Architecture provides a methodology, set of practices, template, and standards based on a set of successful solutions implemented earlier. These solutions have been generalized and structured for the depiction of both a logical and a physical architecture, based on the harvesting of a set of patterns that describe observations in a number of successful implementations. It helps as a reference for the various architectures that an enterprise can implement to solve various problems. It can be used as the starting point or the point of comparisons for various departments/business entities of a company, or for the various companies for an enterprise. It provides multiple views for multiple stakeholders. Major artifacts of the Enterprise Reference Architecture are methodologies, standards, metadata, documents, design patterns, etc. Purpose of Reference Architecture In most cases, architects spend a lot of time researching, investigating, defining, and re-arguing architectural decisions. It is like reinventing the wheel as their peers in other organizations or even the same organization have already spent a lot of time and effort defining their own architectural practices. This prevents an organization from learning from its own experiences and applying that knowledge for increased effectiveness. Reference architecture provides missing architectural information that can be provided in advance to project team members to enable consistent architectural best practices. Enterprise Reference Architecture helps an enterprise to achieve the following at the abstract level: · Reference architecture is more of a communication channel to an enterprise · Helps the business owners to accommodate to their strategies, vision, objectives, and principles. · Evaluates the IT systems based on Reference Architecture Principles · Reduces IT spending through increasing functionality, availability, scalability, etc · A Real-time Integration Model helps to reduce the latency of the data updates Is used to define a single source of Information · Provides a clear view on how to manage information and security · Defines the policy around the data ownership, product boundaries, etc. · Helps with cost optimization across project and solution portfolios by eliminating unused or duplicate investments and assets · Has a shorter implementation time and cost Once the reference architecture is in place, the set of architectural principles, standards, reference models, and best practices ensure that the aligned investments have the greatest possible likelihood of success in both the near term and the long term (TCO). Common pitfalls for Telecom Service Providers Telecom Reference Architecture serves as the first step towards maturity for a telecom service provider. During the course of our assignments/experiences with telecom players, we have come across the following observations – Some of these indicate a lack of maturity of the telecom service provider: · In markets that are growing and not so mature, it has been observed that telcos have a significant amount of in-house or home-grown applications. In some of these markets, the growth has been so rapid that IT has been unable to cope with business demands. Telcos have shown a tendency to come up with workarounds in their IT applications so as to meet business needs. · Even for core functions like provisioning or mediation, some telcos have tried to manage with home-grown applications. · Most of the applications do not have the required scalability or maintainability to sustain growth in volumes or functionality. · Applications face interoperability issues with other applications in the operator's landscape. Integrating a new application or network element requires considerable effort on the part of the other applications. · Application boundaries are not clear, and functionality that is not in the initial scope of that application gets pushed onto it. This results in the development of the multiple, small applications without proper boundaries. · Usage of Legacy OSS/BSS systems, poor Integration across Multiple COTS Products and Internal Systems. Most of the Integrations are developed on ad-hoc basis and Point-to-Point Integration. · Redundancy of the business functions in different applications • Fragmented data across the different applications and no integrated view of the strategic data • Lot of performance Issues due to the usage of the complex integration across OSS and BSS systems However, this is where the maturity of the telecom industry as a whole can be of help. The collaborative efforts of telcos to overcome some of these problems have resulted in bodies like the TM Forum. They have come up with frameworks for business processes, data, applications, and technology for telecom service providers. These could be a good starting point for telcos to clean up their enterprise landscape. Industry Trends in Telecom Reference Architecture Telecom reference architectures are evolving rapidly because telcos are facing business and IT challenges. “The reality is that there probably is no killer application, no silver bullet that the telcos can latch onto to carry them into a 21st Century.... Instead, there are probably hundreds – perhaps thousands – of niche applications.... And the only way to find which of these works for you is to try out lots of them, ramp up the ones that work, and discontinue the ones that fail.” – Martin Creaner President & CTO TM Forum. The following trends have been observed in telecom reference architecture: · Transformation of business structures to align with customer requirements · Adoption of more Internet-like technical architectures. The Web 2.0 concept is increasingly being used. · Virtualization of the traditional operations support system (OSS) · Adoption of SOA to support development of IP-based services · Adoption of frameworks like Service Delivery Platforms (SDPs) and IP Multimedia Subsystem · (IMS) to enable seamless deployment of various services over fixed and mobile networks · Replacement of in-house, customized, and stove-piped OSS/BSS with standards-based COTS products · Compliance with industry standards and frameworks like eTOM, SID, and TAM to enable seamless integration with other standards-based products Drivers of Reference Architecture The drivers of the Reference Architecture are Reference Architecture Goals, Principles, and Enterprise Vision and Telecom Transformation. The details are depicted below diagram. @font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }div.Section1 { page: Section1; } Figure 1. Drivers for Reference Architecture @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Today’s telecom reference architectures should seamlessly integrate traditional legacy-based applications and transition to next-generation network technologies (e.g., IP multimedia subsystems). This has resulted in new requirements for flexible, real-time billing and OSS/BSS systems and implications on the service provider’s organizational requirements and structure. Telecom reference architectures are today expected to: · Integrate voice, messaging, email and other VAS over fixed and mobile networks, back end systems · Be able to provision multiple services and service bundles • Deliver converged voice, video and data services · Leverage the existing Network Infrastructure · Provide real-time, flexible billing and charging systems to handle complex promotions, discounts, and settlements with multiple parties. · Support charging of advanced data services such as VoIP, On-Demand, Services (e.g. Video), IMS/SIP Services, Mobile Money, Content Services and IPTV. · Help in faster deployment of new services • Serve as an effective platform for collaboration between network IT and business organizations · Harness the potential of converging technology, networks, devices and content to develop multimedia services and solutions of ever-increasing sophistication on a single Internet Protocol (IP) · Ensure better service delivery and zero revenue leakage through real-time balance and credit management · Lower operating costs to drive profitability Enterprise Reference Architecture The Enterprise Reference Architecture (RA) fills the gap between the concepts and vocabulary defined by the reference model and the implementation. Reference architecture provides detailed architectural information in a common format such that solutions can be repeatedly designed and deployed in a consistent, high-quality, supportable fashion. This paper attempts to describe the Reference Architecture for the Telecom Application Usage and how to achieve the Enterprise Level Reference Architecture using SOA. • Telecom Reference Architecture • Enterprise SOA based Reference Architecture Telecom Reference Architecture Tele Management Forum’s New Generation Operations Systems and Software (NGOSS) is an architectural framework for organizing, integrating, and implementing telecom systems. NGOSS is a component-based framework consisting of the following elements: · The enhanced Telecom Operations Map (eTOM) is a business process framework. · The Shared Information Data (SID) model provides a comprehensive information framework that may be specialized for the needs of a particular organization. · The Telecom Application Map (TAM) is an application framework to depict the functional footprint of applications, relative to the horizontal processes within eTOM. · The Technology Neutral Architecture (TNA) is an integrated framework. TNA is an architecture that is sustainable through technology changes. NGOSS Architecture Standards are: · Centralized data · Loosely coupled distributed systems · Application components/re-use · A technology-neutral system framework with technology specific implementations · Interoperability to service provider data/processes · Allows more re-use of business components across multiple business scenarios · Workflow automation The traditional operator systems architecture consists of four layers, · Business Support System (BSS) layer, with focus toward customers and business partners. Manages order, subscriber, pricing, rating, and billing information. · Operations Support System (OSS) layer, built around product, service, and resource inventories. · Networks layer – consists of Network elements and 3rd Party Systems. · Integration Layer – to maximize application communication and overall solution flexibility. Reference architecture for telecom enterprises is depicted below. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 2. Telecom Reference Architecture The major building blocks of any Telecom Service Provider architecture are as follows: 1. Customer Relationship Management CRM encompasses the end-to-end lifecycle of the customer: customer initiation/acquisition, sales, ordering, and service activation, customer care and support, proactive campaigns, cross sell/up sell, and retention/loyalty. CRM also includes the collection of customer information and its application to personalize, customize, and integrate delivery of service to a customer, as well as to identify opportunities for increasing the value of the customer to the enterprise. The key functionalities related to Customer Relationship Management are · Manage the end-to-end lifecycle of a customer request for products. · Create and manage customer profiles. · Manage all interactions with customers – inquiries, requests, and responses. · Provide updates to Billing and other south bound systems on customer/account related updates such as customer/ account creation, deletion, modification, request bills, final bill, duplicate bills, credit limits through Middleware. · Work with Order Management System, Product, and Service Management components within CRM. · Manage customer preferences – Involve all the touch points and channels to the customer, including contact center, retail stores, dealers, self service, and field service, as well as via any media (phone, face to face, web, mobile device, chat, email, SMS, mail, the customer's bill, etc.). · Support single interface for customer contact details, preferences, account details, offers, customer premise equipment, bill details, bill cycle details, and customer interactions. CRM applications interact with customers through customer touch points like portals, point-of-sale terminals, interactive voice response systems, etc. The requests by customers are sent via fulfillment/provisioning to billing system for ordering processing. 2. Billing and Revenue Management Billing and Revenue Management handles the collection of appropriate usage records and production of timely and accurate bills – for providing pre-bill usage information and billing to customers; for processing their payments; and for performing payment collections. In addition, it handles customer inquiries about bills, provides billing inquiry status, and is responsible for resolving billing problems to the customer's satisfaction in a timely manner. This process grouping also supports prepayment for services. The key functionalities provided by these applications are · To ensure that enterprise revenue is billed and invoices delivered appropriately to customers. · To manage customers’ billing accounts, process their payments, perform payment collections, and monitor the status of the account balance. · To ensure the timely and effective fulfillment of all customer bill inquiries and complaints. · Collect the usage records from mediation and ensure appropriate rating and discounting of all usage and pricing. · Support revenue sharing; split charging where usage is guided to an account different from the service consumer. · Support prepaid and post-paid rating. · Send notification on approach / exceeding the usage thresholds as enforced by the subscribed offer, and / or as setup by the customer. · Support prepaid, post paid, and hybrid (where some services are prepaid and the rest of the services post paid) customers and conversion from post paid to prepaid, and vice versa. · Support different billing function requirements like charge prorating, promotion, discount, adjustment, waiver, write-off, account receivable, GL Interface, late payment fee, credit control, dunning, account or service suspension, re-activation, expiry, termination, contract violation penalty, etc. · Initiate direct debit to collect payment against an invoice outstanding. · Send notification to Middleware on different events; for example, payment receipt, pre-suspension, threshold exceed, etc. Billing systems typically get usage data from mediation systems for rating and billing. They get provisioning requests from order management systems and inquiries from CRM systems. Convergent and real-time billing systems can directly get usage details from network elements. 3. Mediation Mediation systems transform/translate the Raw or Native Usage Data Records into a general format that is acceptable to billing for their rating purposes. The following lists the high-level roles and responsibilities executed by the Mediation system in the end-to-end solution. · Collect Usage Data Records from different data sources – like network elements, routers, servers – via different protocol and interfaces. · Process Usage Data Records – Mediation will process Usage Data Records as per the source format. · Validate Usage Data Records from each source. · Segregates Usage Data Records coming from each source to multiple, based on the segregation requirement of end Application. · Aggregates Usage Data Records based on the aggregation rule if any from different sources. · Consolidates multiple Usage Data Records from each source. · Delivers formatted Usage Data Records to different end application like Billing, Interconnect, Fraud Management, etc. · Generates audit trail for incoming Usage Data Records and keeps track of all the Usage Data Records at various stages of mediation process. · Checks duplicate Usage Data Records across files for a given time window. 4. Fulfillment This area is responsible for providing customers with their requested products in a timely and correct manner. It translates the customer's business or personal need into a solution that can be delivered using the specific products in the enterprise's portfolio. This process informs the customers of the status of their purchase order, and ensures completion on time, as well as ensuring a delighted customer. These processes are responsible for accepting and issuing orders. They deal with pre-order feasibility determination, credit authorization, order issuance, order status and tracking, customer update on customer order activities, and customer notification on order completion. Order management and provisioning applications fall into this category. The key functionalities provided by these applications are · Issuing new customer orders, modifying open customer orders, or canceling open customer orders; · Verifying whether specific non-standard offerings sought by customers are feasible and supportable; · Checking the credit worthiness of customers as part of the customer order process; · Testing the completed offering to ensure it is working correctly; · Updating of the Customer Inventory Database to reflect that the specific product offering has been allocated, modified, or cancelled; · Assigning and tracking customer provisioning activities; · Managing customer provisioning jeopardy conditions; and · Reporting progress on customer orders and other processes to customer. These applications typically get orders from CRM systems. They interact with network elements and billing systems for fulfillment of orders. 5. Enterprise Management This process area includes those processes that manage enterprise-wide activities and needs, or have application within the enterprise as a whole. They encompass all business management processes that · Are necessary to support the whole of the enterprise, including processes for financial management, legal management, regulatory management, process, cost, and quality management, etc.; · Are responsible for setting corporate policies, strategies, and directions, and for providing guidelines and targets for the whole of the business, including strategy development and planning for areas, such as Enterprise Architecture, that are integral to the direction and development of the business; · Occur throughout the enterprise, including processes for project management, performance assessments, cost assessments, etc. (i) Enterprise Risk Management: Enterprise Risk Management focuses on assuring that risks and threats to the enterprise value and/or reputation are identified, and appropriate controls are in place to minimize or eliminate the identified risks. The identified risks may be physical or logical/virtual. Successful risk management ensures that the enterprise can support its mission critical operations, processes, applications, and communications in the face of serious incidents such as security threats/violations and fraud attempts. Two key areas covered in Risk Management by telecom operators are: · Revenue Assurance: Revenue assurance system will be responsible for identifying revenue loss scenarios across components/systems, and will help in rectifying the problems. The following lists the high-level roles and responsibilities executed by the Revenue Assurance system in the end-to-end solution. o Identify all usage information dropped when networks are being upgraded. o Interconnect bill verification. o Identify where services are routinely provisioned but never billed. o Identify poor sales policies that are intensifying collections problems. o Find leakage where usage is sent to error bucket and never billed for. o Find leakage where field service, CRM, and network build-out are not optimized. · Fraud Management: Involves collecting data from different systems to identify abnormalities in traffic patterns, usage patterns, and subscription patterns to report suspicious activity that might suggest fraudulent usage of resources, resulting in revenue losses to the operator. The key roles and responsibilities of the system component are as follows: o Fraud management system will capture and monitor high usage (over a certain threshold) in terms of duration, value, and number of calls for each subscriber. The threshold for each subscriber is decided by the system and fixed automatically. o Fraud management will be able to detect the unauthorized access to services for certain subscribers. These subscribers may have been provided unauthorized services by employees. The component will raise the alert to the operator the very first time of such illegal calls or calls which are not billed. o The solution will be to have an alarm management system that will deliver alarms to the operator/provider whenever it detects a fraud, thus minimizing fraud by catching it the first time it occurs. o The Fraud Management system will be capable of interfacing with switches, mediation systems, and billing systems (ii) Knowledge Management This process focuses on knowledge management, technology research within the enterprise, and the evaluation of potential technology acquisitions. Key responsibilities of knowledge base management are to · Maintain knowledge base – Creation and updating of knowledge base on ongoing basis. · Search knowledge base – Search of knowledge base on keywords or category browse · Maintain metadata – Management of metadata on knowledge base to ensure effective management and search. · Run report generator. · Provide content – Add content to the knowledge base, e.g., user guides, operational manual, etc. (iii) Document Management It focuses on maintaining a repository of all electronic documents or images of paper documents relevant to the enterprise using a system. (iv) Data Management It manages data as a valuable resource for any enterprise. For telecom enterprises, the typical areas covered are Master Data Management, Data Warehousing, and Business Intelligence. It is also responsible for data governance, security, quality, and database management. Key responsibilities of Data Management are · Using ETL, extract the data from CRM, Billing, web content, ERP, campaign management, financial, network operations, asset management info, customer contact data, customer measures, benchmarks, process data, e.g., process inputs, outputs, and measures, into Enterprise Data Warehouse. · Management of data traceability with source, data related business rules/decisions, data quality, data cleansing data reconciliation, competitors data – storage for all the enterprise data (customer profiles, products, offers, revenues, etc.) · Get online update through night time replication or physical backup process at regular frequency. · Provide the data access to business intelligence and other systems for their analysis, report generation, and use. (v) Business Intelligence It uses the Enterprise Data to provide the various analysis and reports that contain prospects and analytics for customer retention, acquisition of new customers due to the offers, and SLAs. It will generate right and optimized plans – bolt-ons for the customers. The following lists the high-level roles and responsibilities executed by the Business Intelligence system at the Enterprise Level: · It will do Pattern analysis and reports problem. · It will do Data Analysis – Statistical analysis, data profiling, affinity analysis of data, customer segment wise usage patterns on offers, products, service and revenue generation against services and customer segments. · It will do Performance (business, system, and forecast) analysis, churn propensity, response time, and SLAs analysis. · It will support for online and offline analysis, and report drill down capability. · It will collect, store, and report various SLA data. · It will provide the necessary intelligence for marketing and working on campaigns, etc., with cost benefit analysis and predictions. It will advise on customer promotions with additional services based on loyalty and credit history of customer · It will Interface with Enterprise Data Management system for data to run reports and analysis tasks. It will interface with the campaign schedules, based on historical success evidence. (vi) Stakeholder and External Relations Management It manages the enterprise's relationship with stakeholders and outside entities. Stakeholders include shareholders, employee organizations, etc. Outside entities include regulators, local community, and unions. Some of the processes within this grouping are Shareholder Relations, External Affairs, Labor Relations, and Public Relations. (vii) Enterprise Resource Planning It is used to manage internal and external resources, including tangible assets, financial resources, materials, and human resources. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the enterprise and manage the connections to outside stakeholders. ERP systems consolidate all business operations into a uniform and enterprise wide system environment. The key roles and responsibilities for Enterprise System are given below: · It will handle responsibilities such as core accounting, financial, and management reporting. · It will interface with CRM for capturing customer account and details. · It will interface with billing to capture the billing revenue and other financial data. · It will be responsible for executing the dunning process. Billing will send the required feed to ERP for execution of dunning. · It will interface with the CRM and Billing through batch interfaces. Enterprise management systems are like horizontals in the enterprise and typically interact with all major telecom systems. E.g., an ERP system interacts with CRM, Fulfillment, and Billing systems for different kinds of data exchanges. 6. External Interfaces/Touch Points The typical external parties are customers, suppliers/partners, employees, shareholders, and other stakeholders. External interactions from/to a Service Provider to other parties can be achieved by a variety of mechanisms, including: · Exchange of emails or faxes · Call Centers · Web Portals · Business-to-Business (B2B) automated transactions These applications provide an Internet technology driven interface to external parties to undertake a variety of business functions directly for themselves. These can provide fully or partially automated service to external parties through various touch points. Typical characteristics of these touch points are · Pre-integrated self-service system, including stand-alone web framework or integration front end with a portal engine · Self services layer exposing atomic web services/APIs for reuse by multiple systems across the architectural environment · Portlets driven connectivity exposing data and services interoperability through a portal engine or web application These touch points mostly interact with the CRM systems for requests, inquiries, and responses. 7. Middleware The component will be primarily responsible for integrating the different systems components under a common platform. It should provide a Standards-Based Platform for building Service Oriented Architecture and Composite Applications. The following lists the high-level roles and responsibilities executed by the Middleware component in the end-to-end solution. · As an integration framework, covering to and fro interfaces · Provide a web service framework with service registry. · Support SOA framework with SOA service registry. · Each of the interfaces from / to Middleware to other components would handle data transformation, translation, and mapping of data points. · Receive data from the caller / activate and/or forward the data to the recipient system in XML format. · Use standard XML for data exchange. · Provide the response back to the service/call initiator. · Provide a tracking until the response completion. · Keep a store transitional data against each call/transaction. · Interface through Middleware to get any information that is possible and allowed from the existing systems to enterprise systems; e.g., customer profile and customer history, etc. · Provide the data in a common unified format to the SOA calls across systems, and follow the Enterprise Architecture directive. · Provide an audit trail for all transactions being handled by the component. 8. Network Elements The term Network Element means a facility or equipment used in the provision of a telecommunications service. Such terms also includes features, functions, and capabilities that are provided by means of such facility or equipment, including subscriber numbers, databases, signaling systems, and information sufficient for billing and collection or used in the transmission, routing, or other provision of a telecommunications service. Typical network elements in a GSM network are Home Location Register (HLR), Intelligent Network (IN), Mobile Switching Center (MSC), SMS Center (SMSC), and network elements for other value added services like Push-to-talk (PTT), Ring Back Tone (RBT), etc. Network elements are invoked when subscribers use their telecom devices for any kind of usage. These elements generate usage data and pass it on to downstream systems like mediation and billing system for rating and billing. They also integrate with provisioning systems for order/service fulfillment. 9. 3rd Party Applications 3rd Party systems are applications like content providers, payment gateways, point of sale terminals, and databases/applications maintained by the Government. Depending on applicability and the type of functionality provided by 3rd party applications, the integration with different telecom systems like CRM, provisioning, and billing will be done. 10. Service Delivery Platform A service delivery platform (SDP) provides the architecture for the rapid deployment, provisioning, execution, management, and billing of value added telecom services. SDPs are based on the concept of SOA and layered architecture. They support the delivery of voice, data services, and content in network and device-independent fashion. They allow application developers to aggregate network capabilities, services, and sources of content. SDPs typically contain layers for web services exposure, service application development, and network abstraction. SOA Reference Architecture SOA concept is based on the principle of developing reusable business service and building applications by composing those services, instead of building monolithic applications in silos. It’s about bridging the gap between business and IT through a set of business-aligned IT services, using a set of design principles, patterns, and techniques. In an SOA, resources are made available to participants in a value net, enterprise, line of business (typically spanning multiple applications within an enterprise or across multiple enterprises). It consists of a set of business-aligned IT services that collectively fulfill an organization’s business processes and goals. We can choreograph these services into composite applications and invoke them through standard protocols. SOA, apart from agility and reusability, enables: · The business to specify processes as orchestrations of reusable services · Technology agnostic business design, with technology hidden behind service interface · A contractual-like interaction between business and IT, based on service SLAs · Accountability and governance, better aligned to business services · Applications interconnections untangling by allowing access only through service interfaces, reducing the daunting side effects of change · Reduced pressure to replace legacy and extended lifetime for legacy applications, through encapsulation in services · A Cloud Computing paradigm, using web services technologies, that makes possible service outsourcing on an on-demand, utility-like, pay-per-usage basis The following section represents the Reference Architecture of logical view for the Telecom Solution. The new custom built application needs to align with this logical architecture in the long run to achieve EA benefits. Packaged implementation applications, such as ERP billing applications, need to expose their functions as service providers (as other applications consume) and interact with other applications as service consumers. COT applications need to expose services through wrappers such as adapters to utilize existing resources and at the same time achieve Enterprise Architecture goal and objectives. The following are the various layers for Enterprise level deployment of SOA. This diagram captures the abstract view of Enterprise SOA layers and important components of each layer. Layered architecture means decomposition of services such that most interactions occur between adjacent layers. However, there is no strict rule that top layers should not directly communicate with bottom layers. The diagram below represents the important logical pieces that would result from overall SOA transformation. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 3. Enterprise SOA Reference Architecture 1. Operational System Layer: This layer consists of all packaged applications like CRM, ERP, custom built applications, COTS based applications like Billing, Revenue Management, Fulfilment, and the Enterprise databases that are essential and contribute directly or indirectly to the Enterprise OSS/BSS Transformation. ERP holds the data of Asset Lifecycle Management, Supply Chain, and Advanced Procurement and Human Capital Management, etc. CRM holds the data related to Order, Sales, and Marketing, Customer Care, Partner Relationship Management, Loyalty, etc. Content Management handles Enterprise Search and Query. Billing application consists of the following components: · Collections Management, Customer Billing Management, Invoices, Real-Time Rating, Discounting, and Applying of Charges · Enterprise databases will hold both the application and service data, whether structured or unstructured. MDM - Master data majorly consists of Customer, Order, Product, and Service Data. 2. Enterprise Component Layer: This layer consists of the Application Services and Common Services that are responsible for realizing the functionality and maintaining the QoS of the exposed services. This layer uses container-based technologies such as application servers to implement the components, workload management, high availability, and load balancing. Application Services: This Service Layer enables application, technology, and database abstraction so that the complex accessing logic is hidden from the other service layers. This is a basic service layer, which exposes application functionalities and data as reusable services. The three types of the Application access services are: · Application Access Service: This Service Layer exposes application level functionalities as a reusable service between BSS to BSS and BSS to OSS integration. This layer is enabled using disparate technology such as Web Service, Integration Servers, and Adaptors, etc. · Data Access Service: This Service Layer exposes application data services as a reusable reference data service. This is done via direct interaction with application data. and provides the federated query. · Network Access Service: This Service Layer exposes provisioning layer as a reusable service from OSS to OSS integration. This integration service emphasizes the need for high performance, stateless process flows, and distributed design. Common Services encompasses management of structured, semi-structured, and unstructured data such as information services, portal services, interaction services, infrastructure services, and security services, etc. 3. Integration Layer: This consists of service infrastructure components like service bus, service gateway for partner integration, service registry, service repository, and BPEL processor. Service bus will carry the service invocation payloads/messages between consumers and providers. The other important functions expected from it are itinerary based routing, distributed caching of routing information, transformations, and all qualities of service for messaging-like reliability, scalability, and availability, etc. Service registry will hold all contracts (wsdl) of services, and it helps developers to locate or discover service during design time or runtime. • BPEL processor would be useful in orchestrating the services to compose a complex business scenario or process. • Workflow and business rules management are also required to support manual triggering of certain activities within business process. based on the rules setup and also the state machine information. Application, data, and service mediation layer typically forms the overall composite application development framework or SOA Framework. 4. Business Process Layer: These are typically the intermediate services layer and represent Shared Business Process Services. At Enterprise Level, these services are from Customer Management, Order Management, Billing, Finance, and Asset Management application domains. 5. Access Layer: This layer consists of portals for Enterprise and provides a single view of Enterprise information management and dashboard services. 6. Channel Layer: This consists of various devices; applications that form part of extended enterprise; browsers through which users access the applications. 7. Client Layer: This designates the different types of users accessing the enterprise applications. The type of user typically would be an important factor in determining the level of access to applications. 8. Vertical pieces like management, monitoring, security, and development cut across all horizontal layers Management and monitoring involves all aspects of SOA-like services, SLAs, and other QoS lifecycle processes for both applications and services surrounding SOA governance. 9. EA Governance, Reference Architecture, Roadmap, Principles, and Best Practices: EA Governance is important in terms of providing the overall direction to SOA implementation within the enterprise. This involves board-level involvement, in addition to business and IT executives. At a high level, this involves managing the SOA projects implementation, managing SOA infrastructure, and controlling the entire effort through all fine-tuned IT processes in accordance with COBIT (Control Objectives for Information Technology). Devising tools and techniques to promote reuse culture, and the SOA way of doing things needs competency centers to be established in addition to training the workforce to take up new roles that are suited to SOA journey. Conclusions Reference Architectures can serve as the basis for disparate architecture efforts throughout the organization, even if they use different tools and technologies. Reference architectures provide best practices and approaches in the independent way a vendor deals with technology and standards. Reference Architectures model the abstract architectural elements for an enterprise independent of the technologies, protocols, and products that are used to implement an SOA. Telecom enterprises today are facing significant business and technology challenges due to growing competition, a multitude of services, and convergence. Adopting architectural best practices could go a long way in meeting these challenges. The use of SOA-based architecture for communication to each of the external systems like Billing, CRM, etc., in OSS/BSS system has made the architecture very loosely coupled, with greater flexibility. Any change in the external systems would be absorbed at the Integration Layer without affecting the rest of the ecosystem. The use of a Business Process Management (BPM) tool makes the management and maintenance of the business processes easy, with better performance in terms of lead time, quality, and cost. Since the Architecture is based on standards, it will lower the cost of deploying and managing OSS/BSS applications over their lifecycles.

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Agile Development

- by James Oloo Onyango

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

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Twitter Bootstrap styling conflicts with plug-ins like jqGrid and other third part libraries

- by Renso

Issues:The concern is that the Twitter Bootstrap framework is that some of their css selectors are simply too generic and have incompatibility issues and conflicts with most third party plug-ins and css libraries, like jQuery-UI and jqGrid.My most pressing concern is only with the generic selector for the styling of "INPUT" controls.Some concerns:So basically anyone using BS (Bootstrap) will have to override styling 100% of the time on all input controls on all their web pages for all the plug-ins they use that render their own styling for input controls. This seems to chisel away any reason for using Bootstrap. Overriding Bootstrap css in this case seems illogical at best as it implies the BS styling is not correct or as granular as it is supposed to be. It also suggests you realize there is an issue here. Any person who has written a fair amount of css will realize that it is a mammoth task to to take an existing app, converting it to BS and then having to find all non-BS input controls and styling them all. The worst part is that there is no generic styling for this as each input control has a different source/context, some are regular tags and some belong to plug-ins, each with their own flavor of styling. For new web apps the challenge is not that different, each time you add a new plug-in you will have to test all facets of it, and I mean all of it, pop-ups, etc, that contain any kind of input control to make sure it is styled correctly. I am having a hard time seeing the benefits of BS in this context. So until the BS team addresses the issue, or not, you may be wondering what is the easiest solution.Help the community to drive this issue home by creating a new issue on github, see my entry here: https://github.com/twitter/bootstrap/issues/4008. As you can see I got some good and some negative feedback, but we all agree it is an issue. I do believe my solution below should be reverse compatible if the proper class declarations were followed as recommended by Bootstrap.The solution:Add a higher-level qualifier to the input selector, which may not break anything. Add "control-group" and "controls" classes as higher-level selectors, as they have to be declared inside those classes anyway as far as I understand the design approach of BS. So in my example below can modify the css without possible breaking anything, see the css at the bottom. I tested this briefly and seems to render just as expected. May not be complete as I only spent a few minutes on the css. Your feedback will be greatly appreciated. <div class="control-group"> <label title="" for="Contact_FirstName" class="control-label">First Name</label> <div class="controls"> <input type="text" value="" name="Contact.FirstName" id="Contact_FirstName" data-val-required="The Reader Contact&#39;s First Name is required" data-val-length-min="2" data-val-length-max="250" data-val-length="The maximum length allowed for the Reader Contact&#39;s First Name is 250 characters and must be two or more characters long" data-val="true" class="input-medium"> <span data-valmsg-replace="true" data-valmsg-for="Contact.FirstName" class="field-validation-valid"></span> </div></div>Here are the SCSS (SASS) updates. In stead of just including the updates I decided to include the entire bootstrap SCSS file so you can just copy-and-paste it in stead of trying to figure out what selectors have changed./*! * Bootstrap v2.0.4 * Enhacement by Renso Hollhumer * Copyright 2012 Twitter, Inc * Licensed under the Apache License v2.0 * http://www.apache.org/licenses/LICENSE-2.0 * * Designed and built with all the love in the world @twitter by @mdo and @fat. * Enhancement by Renso Hollhumer: To isolate styling of INPUT tags to the Bootstrap context only */.clearfix { *zoom: 1;}.clearfix:before,.clearfix:after { display: table; content: "";}.clearfix:after { clear: both;}.hide-text { font: 0/0 a; color: transparent; text-shadow: none; background-color: transparent; border: 0;}.input-block-level { display: block; width: 100%; min-height: 28px; -webkit-box-sizing: border-box; -moz-box-sizing: border-box; -ms-box-sizing: border-box; box-sizing: border-box;}article,aside,details,figcaption,figure,footer,header,hgroup,nav,section { display: block;}audio,canvas,video { display: inline-block; 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border-radius: 23px; opacity: 0.5; filter: alpha(opacity=50);}.carousel-control.right { left: auto; right: 15px;}.carousel-control:hover { color: #ffffff; text-decoration: none; opacity: 0.9; filter: alpha(opacity=90);}.carousel-caption { position: absolute; left: 0; right: 0; bottom: 0; padding: 10px 15px 5px; background: #333333; background: rgba(0, 0, 0, 0.75);}.carousel-caption h4,.carousel-caption p { color: #ffffff;}.well { min-height: 20px; padding: 19px; margin-bottom: 20px; background-color: #f5f5f5; border: 1px solid #eee; border: 1px solid rgba(0, 0, 0, 0.05); -webkit-border-radius: 4px; -moz-border-radius: 4px; border-radius: 4px; -webkit-box-shadow: inset 0 1px 1px rgba(0, 0, 0, 0.05); -moz-box-shadow: inset 0 1px 1px rgba(0, 0, 0, 0.05); box-shadow: inset 0 1px 1px rgba(0, 0, 0, 0.05);}.well blockquote { border-color: #ddd; border-color: rgba(0, 0, 0, 0.15);}.well-large { padding: 24px; -webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px;}.well-small { padding: 9px; -webkit-border-radius: 3px; -moz-border-radius: 3px; border-radius: 3px;}.close { float: right; font-size: 20px; font-weight: bold; line-height: 18px; color: #000000; text-shadow: 0 1px 0 #ffffff; opacity: 0.2; filter: alpha(opacity=20);}.close:hover { color: #000000; text-decoration: none; cursor: pointer; opacity: 0.4; filter: alpha(opacity=40);}button.close { padding: 0; cursor: pointer; background: transparent; border: 0; -webkit-appearance: none;}.pull-right { float: right;}.pull-left { float: left;}.hide { display: none;}.show { display: block;}.invisible { visibility: hidden;}.fade { opacity: 0; -webkit-transition: opacity 0.15s linear; -moz-transition: opacity 0.15s linear; -ms-transition: opacity 0.15s linear; -o-transition: opacity 0.15s linear; transition: opacity 0.15s linear;}.fade.in { opacity: 1;}.collapse { position: relative; height: 0; overflow: hidden; -webkit-transition: height 0.35s ease; -moz-transition: height 0.35s ease; -ms-transition: height 0.35s ease; -o-transition: height 0.35s ease; transition: height 0.35s ease;}.collapse.in { height: auto;}.hidden { display: none; visibility: hidden;}.visible-phone { display: none !important;}.visible-tablet { display: none !important;}.hidden-desktop { display: none !important;}@media (max-width: 767px) { .visible-phone { display: inherit !important; } .hidden-phone { display: none !important; } .hidden-desktop { display: inherit !important; } .visible-desktop { display: none !important; }}@media (min-width: 768px) and (max-width: 979px) { .visible-tablet { display: inherit !important; } .hidden-tablet { display: none !important; } .hidden-desktop { display: inherit !important; } .visible-desktop { display: none !important ; }}@media (max-width: 480px) { .nav-collapse { -webkit-transform: translate3d(0, 0, 0); } .page-header h1 small { display: block; line-height: 18px; } input[type="checkbox"], input[type="radio"] { border: 1px solid #ccc; } .form-horizontal .control-group > label { float: none; width: auto; padding-top: 0; text-align: left; } .form-horizontal .controls { margin-left: 0; } .form-horizontal .control-list { padding-top: 0; } .form-horizontal .form-actions { padding-left: 10px; padding-right: 10px; } .modal { position: absolute; top: 10px; left: 10px; right: 10px; width: auto; margin: 0; } .modal.fade.in { top: auto; } .modal-header .close { padding: 10px; margin: -10px; } .carousel-caption { position: static; }}@media (max-width: 767px) { body { padding-left: 20px; padding-right: 20px; } .navbar-fixed-top, .navbar-fixed-bottom { margin-left: -20px; margin-right: -20px; } .container-fluid { padding: 0; } .dl-horizontal dt { float: none; clear: none; width: auto; text-align: left; } .dl-horizontal dd { margin-left: 0; } .container { width: auto; } .row-fluid { width: 100%; } .row, .thumbnails { margin-left: 0; } [class*="span"], .row-fluid [class*="span"] { float: none; display: block; width: auto; margin-left: 0; } .input-large, .input-xlarge, .input-xxlarge, input[class*="span"], select[class*="span"], textarea[class*="span"], .uneditable-input { display: block; width: 100%; min-height: 28px; -webkit-box-sizing: border-box; -moz-box-sizing: border-box; -ms-box-sizing: border-box; box-sizing: border-box; } .input-prepend input, .input-append input, .input-prepend input[class*="span"], .input-append input[class*="span"] { display: inline-block; width: auto; }}@media (min-width: 768px) and (max-width: 979px) { .row { margin-left: -20px; *zoom: 1; } .row:before, .row:after { display: table; content: ""; } .row:after { clear: both; } [class*="span"] { float: left; margin-left: 20px; } .container, .navbar-fixed-top .container, .navbar-fixed-bottom .container { width: 724px; } .span12 { width: 724px; } .span11 { width: 662px; } .span10 { width: 600px; } .span9 { width: 538px; } .span8 { width: 476px; } .span7 { width: 414px; } .span6 { width: 352px; } .span5 { width: 290px; } .span4 { width: 228px; } .span3 { width: 166px; } .span2 { width: 104px; } .span1 { width: 42px; } .offset12 { margin-left: 764px; } .offset11 { margin-left: 702px; } .offset10 { margin-left: 640px; } .offset9 { margin-left: 578px; } .offset8 { margin-left: 516px; } .offset7 { margin-left: 454px; } .offset6 { margin-left: 392px; } .offset5 { margin-left: 330px; } .offset4 { margin-left: 268px; } .offset3 { margin-left: 206px; } .offset2 { margin-left: 144px; } .offset1 { margin-left: 82px; } .row-fluid { width: 100%; *zoom: 1; } .row-fluid:before, .row-fluid:after { display: table; content: ""; } .row-fluid:after { clear: both; } .row-fluid [class*="span"] { display: block; width: 100%; min-height: 28px; -webkit-box-sizing: border-box; -moz-box-sizing: border-box; -ms-box-sizing: border-box; box-sizing: border-box; float: left; margin-left: 2.762430939%; *margin-left: 2.709239449638298%; } .row-fluid [class*="span"]:first-child { margin-left: 0; } .row-fluid .span12 { width: 99.999999993%; *width: 99.9468085036383%; } .row-fluid .span11 { width: 91.436464082%; *width: 91.38327259263829%; } .row-fluid .span10 { width: 82.87292817100001%; *width: 82.8197366816383%; } .row-fluid .span9 { width: 74.30939226%; *width: 74.25620077063829%; } .row-fluid .span8 { width: 65.74585634900001%; *width: 65.6926648596383%; } .row-fluid .span7 { width: 57.182320438000005%; *width: 57.129128948638304%; } .row-fluid .span6 { width: 48.618784527%; *width: 48.5655930376383%; } .row-fluid .span5 { width: 40.055248616%; *width: 40.0020571266383%; } .row-fluid .span4 { width: 31.491712705%; *width: 31.4385212156383%; } .row-fluid .span3 { width: 22.928176794%; *width: 22.874985304638297%; } .row-fluid .span2 { width: 14.364640883%; *width: 14.311449393638298%; } .row-fluid .span1 { width: 5.801104972%; *width: 5.747913482638298%; } input, textarea, .uneditable-input { margin-left: 0; } input.span12, textarea.span12, .uneditable-input.span12 { width: 714px; } input.span11, textarea.span11, .uneditable-input.span11 { width: 652px; } input.span10, textarea.span10, .uneditable-input.span10 { width: 590px; } input.span9, textarea.span9, .uneditable-input.span9 { width: 528px; } input.span8, textarea.span8, .uneditable-input.span8 { width: 466px; } input.span7, textarea.span7, .uneditable-input.span7 { width: 404px; } input.span6, textarea.span6, .uneditable-input.span6 { width: 342px; } input.span5, textarea.span5, .uneditable-input.span5 { width: 280px; } input.span4, textarea.span4, .uneditable-input.span4 { width: 218px; } input.span3, textarea.span3, .uneditable-input.span3 { width: 156px; } input.span2, textarea.span2, .uneditable-input.span2 { width: 94px; } input.span1, textarea.span1, .uneditable-input.span1 { width: 32px; }}@media (min-width: 1200px) { .row { margin-left: -30px; *zoom: 1; } .row:before, .row:after { display: table; content: ""; } .row:after { clear: both; } [class*="span"] { float: left; margin-left: 30px; } .container, .navbar-fixed-top .container, .navbar-fixed-bottom .container { width: 1170px; } .span12 { width: 1170px; } .span11 { width: 1070px; } .span10 { width: 970px; } .span9 { width: 870px; } .span8 { width: 770px; } .span7 { width: 670px; } .span6 { width: 570px; } .span5 { width: 470px; } .span4 { width: 370px; } .span3 { width: 270px; } .span2 { width: 170px; } .span1 { width: 70px; } .offset12 { margin-left: 1230px; } .offset11 { margin-left: 1130px; } .offset10 { margin-left: 1030px; } .offset9 { margin-left: 930px; } .offset8 { margin-left: 830px; } .offset7 { margin-left: 730px; } .offset6 { margin-left: 630px; } .offset5 { margin-left: 530px; } .offset4 { margin-left: 430px; } .offset3 { margin-left: 330px; } .offset2 { margin-left: 230px; } .offset1 { margin-left: 130px; } .row-fluid { width: 100%; *zoom: 1; } .row-fluid:before, .row-fluid:after { display: table; content: ""; } .row-fluid:after { clear: both; } .row-fluid [class*="span"] { display: block; width: 100%; min-height: 28px; -webkit-box-sizing: border-box; -moz-box-sizing: border-box; -ms-box-sizing: border-box; box-sizing: border-box; float: left; margin-left: 2.564102564%; *margin-left: 2.510911074638298%; } .row-fluid [class*="span"]:first-child { margin-left: 0; } .row-fluid .span12 { width: 100%; *width: 99.94680851063829%; } .row-fluid .span11 { width: 91.45299145300001%; *width: 91.3997999636383%; } .row-fluid .span10 { width: 82.905982906%; *width: 82.8527914166383%; } .row-fluid .span9 { width: 74.358974359%; *width: 74.30578286963829%; } .row-fluid .span8 { width: 65.81196581200001%; *width: 65.7587743226383%; } .row-fluid .span7 { width: 57.264957265%; *width: 57.2117657756383%; } .row-fluid .span6 { width: 48.717948718%; *width: 48.6647572286383%; } .row-fluid .span5 { width: 40.170940171000005%; *width: 40.117748681638304%; } .row-fluid .span4 { width: 31.623931624%; *width: 31.5707401346383%; } .row-fluid .span3 { width: 23.076923077%; *width: 23.0237315876383%; } .row-fluid .span2 { width: 14.529914530000001%; *width: 14.4767230406383%; } .row-fluid .span1 { width: 5.982905983%; *width: 5.929714493638298%; } input, textarea, .uneditable-input { margin-left: 0; } input.span12, textarea.span12, .uneditable-input.span12 { width: 1160px; } input.span11, textarea.span11, .uneditable-input.span11 { width: 1060px; } input.span10, textarea.span10, .uneditable-input.span10 { width: 960px; } input.span9, textarea.span9, .uneditable-input.span9 { width: 860px; } input.span8, textarea.span8, .uneditable-input.span8 { width: 760px; } input.span7, textarea.span7, .uneditable-input.span7 { width: 660px; } input.span6, textarea.span6, .uneditable-input.span6 { width: 560px; } input.span5, textarea.span5, .uneditable-input.span5 { width: 460px; } input.span4, textarea.span4, .uneditable-input.span4 { width: 360px; } input.span3, textarea.span3, .uneditable-input.span3 { width: 260px; } input.span2, textarea.span2, .uneditable-input.span2 { width: 160px; } input.span1, textarea.span1, .uneditable-input.span1 { width: 60px; } .thumbnails { margin-left: -30px; } .thumbnails > li { margin-left: 30px; } .row-fluid .thumbnails { margin-left: 0; }}@media (max-width: 979px) { body { padding-top: 0; } .navbar-fixed-top, .navbar-fixed-bottom { position: static; } .navbar-fixed-top { margin-bottom: 18px; } .navbar-fixed-bottom { margin-top: 18px; } .navbar-fixed-top .navbar-inner, .navbar-fixed-bottom .navbar-inner { padding: 5px; } .navbar .container { width: auto; padding: 0; } .navbar .brand { padding-left: 10px; padding-right: 10px; margin: 0 0 0 -5px; } .nav-collapse { clear: both; } .nav-collapse .nav { float: none; margin: 0 0 9px; } .nav-collapse .nav > li { float: none; } .nav-collapse .nav > li > a { margin-bottom: 2px; } .nav-collapse .nav > .divider-vertical { display: none; } .nav-collapse .nav .nav-header { color: #999999; text-shadow: none; } .nav-collapse .nav > li > a, .nav-collapse .dropdown-menu a { padding: 6px 15px; font-weight: bold; color: #999999; -webkit-border-radius: 3px; -moz-border-radius: 3px; border-radius: 3px; } .nav-collapse .btn { padding: 4px 10px 4px; font-weight: normal; -webkit-border-radius: 4px; -moz-border-radius: 4px; border-radius: 4px; } .nav-collapse .dropdown-menu li + li a { margin-bottom: 2px; } .nav-collapse .nav > li > a:hover, .nav-collapse .dropdown-menu a:hover { background-color: #222222; } .nav-collapse.in .btn-group { margin-top: 5px; padding: 0; } .nav-collapse .dropdown-menu { position: static; top: auto; left: auto; float: none; display: block; max-width: none; margin: 0 15px; padding: 0; background-color: transparent; border: none; -webkit-border-radius: 0; -moz-border-radius: 0; border-radius: 0; -webkit-box-shadow: none; -moz-box-shadow: none; box-shadow: none; } .nav-collapse .dropdown-menu:before, .nav-collapse .dropdown-menu:after { display: none; } .nav-collapse .dropdown-menu .divider { display: none; } .nav-collapse .navbar-form, .nav-collapse .navbar-search { float: none; padding: 9px 15px; margin: 9px 0; border-top: 1px solid #222222; border-bottom: 1px solid #222222; -webkit-box-shadow: inset 0 1px 0 rgba(255,255,255,.1), 0 1px 0 rgba(255,255,255,.1); -moz-box-shadow: inset 0 1px 0 rgba(255,255,255,.1), 0 1px 0 rgba(255,255,255,.1); box-shadow: inset 0 1px 0 rgba(255,255,255,.1), 0 1px 0 rgba(255,255,255,.1); } .navbar .nav-collapse .nav.pull-right { float: none; margin-left: 0; } .nav-collapse, .nav-collapse.collapse { overflow: hidden; height: 0; } .navbar .btn-navbar { display: block; } .navbar-static .navbar-inner { padding-left: 10px; padding-right: 10px; }}@media (min-width: 980px) { .nav-collapse.collapse { height: auto !important; overflow: visible !important; }}

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Failed to Install Xdebug

- by burnt1ce

've registered xdebug in php.ini (as per http://xdebug.org/docs/install) but it's not showing up when i run "php -m" or when i get a test page to run "phpinfo()". I've just installed the latest version of XAMPP. I've used both "zend_extention" and "zend_extention_ts" to specify the path of the xdebug dll. I ensured that my apache server restarted and used the latest change of my php.ini by executing "httpd -k restart". Can anyone provide any suggestions in getting xdebug to show up? Here are the contents of my php.ini file. [PHP] ;;;;;;;;;;;;;;;;;;; ; About php.ini ; ;;;;;;;;;;;;;;;;;;; ; PHP's initialization file, generally called php.ini, is responsible for ; configuring many of the aspects of PHP's behavior. ; PHP attempts to find and load this configuration from a number of locations. ; The following is a summary of its search order: ; 1. SAPI module specific location. ; 2. The PHPRC environment variable. (As of PHP 5.2.0) ; 3. A number of predefined registry keys on Windows (As of PHP 5.2.0) ; 4. Current working directory (except CLI) ; 5. The web server's directory (for SAPI modules), or directory of PHP ; (otherwise in Windows) ; 6. The directory from the --with-config-file-path compile time option, or the ; Windows directory (C:\windows or C:\winnt) ; See the PHP docs for more specific information. ; http://php.net/configuration.file ; The syntax of the file is extremely simple. Whitespace and Lines ; beginning with a semicolon are silently ignored (as you probably guessed). ; Section headers (e.g. [Foo]) are also silently ignored, even though ; they might mean something in the future. ; Directives following the section heading [PATH=/www/mysite] only ; apply to PHP files in the /www/mysite directory. Directives ; following the section heading [HOST=www.example.com] only apply to ; PHP files served from www.example.com. Directives set in these ; special sections cannot be overridden by user-defined INI files or ; at runtime. Currently, [PATH=] and [HOST=] sections only work under ; CGI/FastCGI. ; http://php.net/ini.sections ; Directives are specified using the following syntax: ; directive = value ; Directive names are *case sensitive* - foo=bar is different from FOO=bar. ; Directives are variables used to configure PHP or PHP extensions. ; There is no name validation. If PHP can't find an expected ; directive because it is not set or is mistyped, a default value will be used. ; The value can be a string, a number, a PHP constant (e.g. E_ALL or M_PI), one ; of the INI constants (On, Off, True, False, Yes, No and None) or an expression ; (e.g. E_ALL & ~E_NOTICE), a quoted string ("bar"), or a reference to a ; previously set variable or directive (e.g. ${foo}) ; Expressions in the INI file are limited to bitwise operators and parentheses: ; | bitwise OR ; ^ bitwise XOR ; & bitwise AND ; ~ bitwise NOT ; ! boolean NOT ; Boolean flags can be turned on using the values 1, On, True or Yes. ; They can be turned off using the values 0, Off, False or No. ; An empty string can be denoted by simply not writing anything after the equal ; sign, or by using the None keyword: ; foo = ; sets foo to an empty string ; foo = None ; sets foo to an empty string ; foo = "None" ; sets foo to the string 'None' ; If you use constants in your value, and these constants belong to a ; dynamically loaded extension (either a PHP extension or a Zend extension), ; you may only use these constants *after* the line that loads the extension. ;;;;;;;;;;;;;;;;;;; ; About this file ; ;;;;;;;;;;;;;;;;;;; ; PHP comes packaged with two INI files. One that is recommended to be used ; in production environments and one that is recommended to be used in ; development environments. ; php.ini-production contains settings which hold security, performance and ; best practices at its core. But please be aware, these settings may break ; compatibility with older or less security conscience applications. We ; recommending using the production ini in production and testing environments. ; php.ini-development is very similar to its production variant, except it's ; much more verbose when it comes to errors. We recommending using the ; development version only in development environments as errors shown to ; application users can inadvertently leak otherwise secure information. ;;;;;;;;;;;;;;;;;;; ; Quick Reference ; ;;;;;;;;;;;;;;;;;;; ; The following are all the settings which are different in either the production ; or development versions of the INIs with respect to PHP's default behavior. ; Please see the actual settings later in the document for more details as to why ; we recommend these changes in PHP's behavior. ; allow_call_time_pass_reference ; Default Value: On ; Development Value: Off ; Production Value: Off ; display_errors ; Default Value: On ; Development Value: On ; Production Value: Off ; display_startup_errors ; Default Value: Off ; Development Value: On ; Production Value: Off ; error_reporting ; Default Value: E_ALL & ~E_NOTICE ; Development Value: E_ALL | E_STRICT ; Production Value: E_ALL & ~E_DEPRECATED ; html_errors ; Default Value: On ; Development Value: On ; Production value: Off ; log_errors ; Default Value: Off ; Development Value: On ; Production Value: On ; magic_quotes_gpc ; Default Value: On ; Development Value: Off ; Production Value: Off ; max_input_time ; Default Value: -1 (Unlimited) ; Development Value: 60 (60 seconds) ; Production Value: 60 (60 seconds) ; output_buffering ; Default Value: Off ; Development Value: 4096 ; Production Value: 4096 ; register_argc_argv ; Default Value: On ; Development Value: Off ; Production Value: Off ; register_long_arrays ; Default Value: On ; Development Value: Off ; Production Value: Off ; request_order ; Default Value: None ; Development Value: "GP" ; Production Value: "GP" ; session.bug_compat_42 ; Default Value: On ; Development Value: On ; Production Value: Off ; session.bug_compat_warn ; Default Value: On ; Development Value: On ; Production Value: Off ; session.gc_divisor ; Default Value: 100 ; Development Value: 1000 ; Production Value: 1000 ; session.hash_bits_per_character ; Default Value: 4 ; Development Value: 5 ; Production Value: 5 ; short_open_tag ; Default Value: On ; Development Value: Off ; Production Value: Off ; track_errors ; Default Value: Off ; Development Value: On ; Production Value: Off ; url_rewriter.tags ; Default Value: "a=href,area=href,frame=src,form=,fieldset=" ; Development Value: "a=href,area=href,frame=src,input=src,form=fakeentry" ; Production Value: "a=href,area=href,frame=src,input=src,form=fakeentry" ; variables_order ; Default Value: "EGPCS" ; Development Value: "GPCS" ; Production Value: "GPCS" ;;;;;;;;;;;;;;;;;;;; ; php.ini Options ; ;;;;;;;;;;;;;;;;;;;; ; Name for user-defined php.ini (.htaccess) files. Default is ".user.ini" ;user_ini.filename = ".user.ini" ; To disable this feature set this option to empty value ;user_ini.filename = ; TTL for user-defined php.ini files (time-to-live) in seconds. Default is 300 seconds (5 minutes) ;user_ini.cache_ttl = 300 ;;;;;;;;;;;;;;;;;;;; ; Language Options ; ;;;;;;;;;;;;;;;;;;;; ; Enable the PHP scripting language engine under Apache. ; http://php.net/engine engine = On ; This directive determines whether or not PHP will recognize code between ; <? and ?> tags as PHP source which should be processed as such. It's been ; recommended for several years that you not use the short tag "short cut" and ; instead to use the full <?php and ?> tag combination. With the wide spread use ; of XML and use of these tags by other languages, the server can become easily ; confused and end up parsing the wrong code in the wrong context. But because ; this short cut has been a feature for such a long time, it's currently still ; supported for backwards compatibility, but we recommend you don't use them. ; Default Value: On ; Development Value: Off ; Production Value: Off ; http://php.net/short-open-tag short_open_tag = Off ; Allow ASP-style <% %> tags. ; http://php.net/asp-tags asp_tags = Off ; The number of significant digits displayed in floating point numbers. ; http://php.net/precision precision = 14 ; Enforce year 2000 compliance (will cause problems with non-compliant browsers) ; http://php.net/y2k-compliance y2k_compliance = On ; Output buffering is a mechanism for controlling how much output data ; (excluding headers and cookies) PHP should keep internally before pushing that ; data to the client. If your application's output exceeds this setting, PHP ; will send that data in chunks of roughly the size you specify. ; Turning on this setting and managing its maximum buffer size can yield some ; interesting side-effects depending on your application and web server. ; You may be able to send headers and cookies after you've already sent output ; through print or echo. You also may see performance benefits if your server is ; emitting less packets due to buffered output versus PHP streaming the output ; as it gets it. On production servers, 4096 bytes is a good setting for performance ; reasons. ; Note: Output buffering can also be controlled via Output Buffering Control ; functions. ; Possible Values: ; On = Enabled and buffer is unlimited. (Use with caution) ; Off = Disabled ; Integer = Enables the buffer and sets its maximum size in bytes. ; Note: This directive is hardcoded to Off for the CLI SAPI ; Default Value: Off ; Development Value: 4096 ; Production Value: 4096 ; http://php.net/output-buffering output_buffering = Off ; You can redirect all of the output of your scripts to a function. For ; example, if you set output_handler to "mb_output_handler", character ; encoding will be transparently converted to the specified encoding. ; Setting any output handler automatically turns on output buffering. ; Note: People who wrote portable scripts should not depend on this ini ; directive. Instead, explicitly set the output handler using ob_start(). ; Using this ini directive may cause problems unless you know what script ; is doing. ; Note: You cannot use both "mb_output_handler" with "ob_iconv_handler" ; and you cannot use both "ob_gzhandler" and "zlib.output_compression". ; Note: output_handler must be empty if this is set 'On' !!!! ; Instead you must use zlib.output_handler. ; http://php.net/output-handler ;output_handler = ; Transparent output compression using the zlib library ; Valid values for this option are 'off', 'on', or a specific buffer size ; to be used for compression (default is 4KB) ; Note: Resulting chunk size may vary due to nature of compression. PHP ; outputs chunks that are few hundreds bytes each as a result of ; compression. If you prefer a larger chunk size for better ; performance, enable output_buffering in addition. ; Note: You need to use zlib.output_handler instead of the standard ; output_handler, or otherwise the output will be corrupted. ; http://php.net/zlib.output-compression zlib.output_compression = Off ; http://php.net/zlib.output-compression-level ;zlib.output_compression_level = -1 ; You cannot specify additional output handlers if zlib.output_compression ; is activated here. This setting does the same as output_handler but in ; a different order. ; http://php.net/zlib.output-handler ;zlib.output_handler = ; Implicit flush tells PHP to tell the output layer to flush itself ; automatically after every output block. This is equivalent to calling the ; PHP function flush() after each and every call to print() or echo() and each ; and every HTML block. Turning this option on has serious performance ; implications and is generally recommended for debugging purposes only. ; http://php.net/implicit-flush ; Note: This directive is hardcoded to On for the CLI SAPI implicit_flush = Off ; The unserialize callback function will be called (with the undefined class' ; name as parameter), if the unserializer finds an undefined class ; which should be instantiated. A warning appears if the specified function is ; not defined, or if the function doesn't include/implement the missing class. ; So only set this entry, if you really want to implement such a ; callback-function. unserialize_callback_func = ; When floats & doubles are serialized store serialize_precision significant ; digits after the floating point. The default value ensures that when floats ; are decoded with unserialize, the data will remain the same. serialize_precision = 100 ; This directive allows you to enable and disable warnings which PHP will issue ; if you pass a value by reference at function call time. Passing values by ; reference at function call time is a deprecated feature which will be removed ; from PHP at some point in the near future. The acceptable method for passing a ; value by reference to a function is by declaring the reference in the functions ; definition, not at call time. This directive does not disable this feature, it ; only determines whether PHP will warn you about it or not. These warnings ; should enabled in development environments only. ; Default Value: On (Suppress warnings) ; Development Value: Off (Issue warnings) ; Production Value: Off (Issue warnings) ; http://php.net/allow-call-time-pass-reference allow_call_time_pass_reference = On ; Safe Mode ; http://php.net/safe-mode safe_mode = Off ; By default, Safe Mode does a UID compare check when ; opening files. If you want to relax this to a GID compare, ; then turn on safe_mode_gid. ; http://php.net/safe-mode-gid safe_mode_gid = Off ; When safe_mode is on, UID/GID checks are bypassed when ; including files from this directory and its subdirectories. ; (directory must also be in include_path or full path must ; be used when including) ; http://php.net/safe-mode-include-dir safe_mode_include_dir = ; When safe_mode is on, only executables located in the safe_mode_exec_dir ; will be allowed to be executed via the exec family of functions. ; http://php.net/safe-mode-exec-dir safe_mode_exec_dir = ; Setting certain environment variables may be a potential security breach. ; This directive contains a comma-delimited list of prefixes. In Safe Mode, ; the user may only alter environment variables whose names begin with the ; prefixes supplied here. By default, users will only be able to set ; environment variables that begin with PHP_ (e.g. PHP_FOO=BAR). ; Note: If this directive is empty, PHP will let the user modify ANY ; environment variable! ; http://php.net/safe-mode-allowed-env-vars safe_mode_allowed_env_vars = PHP_ ; This directive contains a comma-delimited list of environment variables that ; the end user won't be able to change using putenv(). These variables will be ; protected even if safe_mode_allowed_env_vars is set to allow to change them. ; http://php.net/safe-mode-protected-env-vars safe_mode_protected_env_vars = LD_LIBRARY_PATH ; open_basedir, if set, limits all file operations to the defined directory ; and below. This directive makes most sense if used in a per-directory ; or per-virtualhost web server configuration file. This directive is ; *NOT* affected by whether Safe Mode is turned On or Off. ; http://php.net/open-basedir ;open_basedir = ; This directive allows you to disable certain functions for security reasons. ; It receives a comma-delimited list of function names. This directive is ; *NOT* affected by whether Safe Mode is turned On or Off. ; http://php.net/disable-functions disable_functions = ; This directive allows you to disable certain classes for security reasons. ; It receives a comma-delimited list of class names. This directive is ; *NOT* affected by whether Safe Mode is turned On or Off. ; http://php.net/disable-classes disable_classes = ; Colors for Syntax Highlighting mode. Anything that's acceptable in ; <span style="color: ???????"> would work. ; http://php.net/syntax-highlighting ;highlight.string = #DD0000 ;highlight.comment = #FF9900 ;highlight.keyword = #007700 ;highlight.bg = #FFFFFF ;highlight.default = #0000BB ;highlight.html = #000000 ; If enabled, the request will be allowed to complete even if the user aborts ; the request. Consider enabling it if executing long requests, which may end up ; being interrupted by the user or a browser timing out. PHP's default behavior ; is to disable this feature. ; http://php.net/ignore-user-abort ;ignore_user_abort = On ; Determines the size of the realpath cache to be used by PHP. This value should ; be increased on systems where PHP opens many files to reflect the quantity of ; the file operations performed. ; http://php.net/realpath-cache-size ;realpath_cache_size = 16k ; Duration of time, in seconds for which to cache realpath information for a given ; file or directory. For systems with rarely changing files, consider increasing this ; value. ; http://php.net/realpath-cache-ttl ;realpath_cache_ttl = 120 ;;;;;;;;;;;;;;;;; ; Miscellaneous ; ;;;;;;;;;;;;;;;;; ; Decides whether PHP may expose the fact that it is installed on the server ; (e.g. by adding its signature to the Web server header). It is no security ; threat in any way, but it makes it possible to determine whether you use PHP ; on your server or not. ; http://php.net/expose-php expose_php = On ;;;;;;;;;;;;;;;;;;; ; Resource Limits ; ;;;;;;;;;;;;;;;;;;; ; Maximum execution time of each script, in seconds ; http://php.net/max-execution-time ; Note: This directive is hardcoded to 0 for the CLI SAPI max_execution_time = 60 ; Maximum amount of time each script may spend parsing request data. It's a good ; idea to limit this time on productions servers in order to eliminate unexpectedly ; long running scripts. ; Note: This directive is hardcoded to -1 for the CLI SAPI ; Default Value: -1 (Unlimited) ; Development Value: 60 (60 seconds) ; Production Value: 60 (60 seconds) ; http://php.net/max-input-time max_input_time = 60 ; Maximum input variable nesting level ; http://php.net/max-input-nesting-level ;max_input_nesting_level = 64 ; Maximum amount of memory a script may consume (128MB) ; http://php.net/memory-limit memory_limit = 128M ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;; ; Error handling and logging ; ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;; ; This directive informs PHP of which errors, warnings and notices you would like ; it to take action for. The recommended way of setting values for this ; directive is through the use of the error level constants and bitwise ; operators. The error level constants are below here for convenience as well as ; some common settings and their meanings. ; By default, PHP is set to take action on all errors, notices and warnings EXCEPT ; those related to E_NOTICE and E_STRICT, which together cover best practices and ; recommended coding standards in PHP. For performance reasons, this is the ; recommend error reporting setting. Your production server shouldn't be wasting ; resources complaining about best practices and coding standards. That's what ; development servers and development settings are for. ; Note: The php.ini-development file has this setting as E_ALL | E_STRICT. This ; means it pretty much reports everything which is exactly what you want during ; development and early testing. ; ; Error Level Constants: ; E_ALL - All errors and warnings (includes E_STRICT as of PHP 6.0.0) ; E_ERROR - fatal run-time errors ; E_RECOVERABLE_ERROR - almost fatal run-time errors ; E_WARNING - run-time warnings (non-fatal errors) ; E_PARSE - compile-time parse errors ; E_NOTICE - run-time notices (these are warnings which often result ; from a bug in your code, but it's possible that it was ; intentional (e.g., using an uninitialized variable and ; relying on the fact it's automatically initialized to an ; empty string) ; E_STRICT - run-time notices, enable to have PHP suggest changes ; to your code which will ensure the best interoperability ; and forward compatibility of your code ; E_CORE_ERROR - fatal errors that occur during PHP's initial startup ; E_CORE_WARNING - warnings (non-fatal errors) that occur during PHP's ; initial startup ; E_COMPILE_ERROR - fatal compile-time errors ; E_COMPILE_WARNING - compile-time warnings (non-fatal errors) ; E_USER_ERROR - user-generated error message ; E_USER_WARNING - user-generated warning message ; E_USER_NOTICE - user-generated notice message ; E_DEPRECATED - warn about code that will not work in future versions ; of PHP ; E_USER_DEPRECATED - user-generated deprecation warnings ; ; Common Values: ; E_ALL & ~E_NOTICE (Show all errors, except for notices and coding standards warnings.) ; E_ALL & ~E_NOTICE | E_STRICT (Show all errors, except for notices) ; E_COMPILE_ERROR|E_RECOVERABLE_ERROR|E_ERROR|E_CORE_ERROR (Show only errors) ; E_ALL | E_STRICT (Show all errors, warnings and notices including coding standards.) ; Default Value: E_ALL & ~E_NOTICE ; Development Value: E_ALL | E_STRICT ; Production Value: E_ALL & ~E_DEPRECATED ; http://php.net/error-reporting error_reporting = E_ALL & ~E_NOTICE & ~E_DEPRECATED ; This directive controls whether or not and where PHP will output errors, ; notices and warnings too. Error output is very useful during development, but ; it could be very dangerous in production environments. Depending on the code ; which is triggering the error, sensitive information could potentially leak ; out of your application such as database usernames and passwords or worse. ; It's recommended that errors be logged on production servers rather than ; having the errors sent to STDOUT. ; Possible Values: ; Off = Do not display any errors ; stderr = Display errors to STDERR (affects only CGI/CLI binaries!) ; On or stdout = Display errors to STDOUT ; Default Value: On ; Development Value: On ; Production Value: Off ; http://php.net/display-errors display_errors = On ; The display of errors which occur during PHP's startup sequence are handled ; separately from display_errors. PHP's default behavior is to suppress those ; errors from clients. Turning the display of startup errors on can be useful in ; debugging configuration problems. But, it's strongly recommended that you ; leave this setting off on production servers. ; Default Value: Off ; Development Value: On ; Production Value: Off ; http://php.net/display-startup-errors display_startup_errors = On ; Besides displaying errors, PHP can also log errors to locations such as a ; server-specific log, STDERR, or a location specified by the error_log ; directive found below. While errors should not be displayed on productions ; servers they should still be monitored and logging is a great way to do that. ; Default Value: Off ; Development Value: On ; Production Value: On ; http://php.net/log-errors log_errors = Off ; Set maximum length of log_errors. In error_log information about the source is ; added. The default is 1024 and 0 allows to not apply any maximum length at all. ; http://php.net/log-errors-max-len log_errors_max_len = 1024 ; Do not log repeated messages. Repeated errors must occur in same file on same ; line unless ignore_repeated_source is set true. ; http://php.net/ignore-repeated-errors ignore_repeated_errors = Off ; Ignore source of message when ignoring repeated messages. When this setting ; is On you will not log errors with repeated messages from different files or ; source lines. ; http://php.net/ignore-repeated-source ignore_repeated_source = Off ; If this parameter is set to Off, then memory leaks will not be shown (on ; stdout or in the log). This has only effect in a debug compile, and if ; error reporting includes E_WARNING in the allowed list ; http://php.net/report-memleaks report_memleaks = On ; This setting is on by default. ;report_zend_debug = 0 ; Store the last error/warning message in $php_errormsg (boolean). Setting this value ; to On can assist in debugging and is appropriate for development servers. It should ; however be disabled on production servers. ; Default Value: Off ; Development Value: On ; Production Value: Off ; http://php.net/track-errors track_errors = Off ; Turn off normal error reporting and emit XML-RPC error XML ; http://php.net/xmlrpc-errors ;xmlrpc_errors = 0 ; An XML-RPC faultCode ;xmlrpc_error_number = 0 ; When PHP displays or logs an error, it has the capability of inserting html ; links to documentation related to that error. This directive controls whether ; those HTML links appear in error messages or not. For performance and security ; reasons, it's recommended you disable this on production servers. ; Note: This directive is hardcoded to Off for the CLI SAPI ; Default Value: On ; Development Value: On ; Production value: Off ; http://php.net/html-errors html_errors = On ; If html_errors is set On PHP produces clickable error messages that direct ; to a page describing the error or function causing the error in detail. ; You can download a copy of the PHP manual from http://php.net/docs ; and change docref_root to the base URL of your local copy including the ; leading '/'. You must also specify the file extension being used including ; the dot. PHP's default behavior is to leave these settings empty. ; Note: Never use this feature for production boxes. ; http://php.net/docref-root ; Examples ;docref_root = "/phpmanual/" ; http://php.net/docref-ext ;docref_ext = .html ; String to output before an error message. PHP's default behavior is to leave ; this setting blank. ; http://php.net/error-prepend-string ; Example: ;error_prepend_string = "<font color=#ff0000>" ; String to output after an error message. PHP's default behavior is to leave ; this setting blank. ; http://php.net/error-append-string ; Example: ;error_append_string = "</font>" ; Log errors to specified file. PHP's default behavior is to leave this value ; empty. ; http://php.net/error-log ; Example: ;error_log = php_errors.log ; Log errors to syslog (Event Log on NT, not valid in Windows 95). ;error_log = syslog ;error_log = "C:\xampp\apache\logs\php_error.log" ;;;;;;;;;;;;;;;;; ; Data Handling ; ;;;;;;;;;;;;;;;;; ; Note - track_vars is ALWAYS enabled ; The separator used in PHP generated URLs to separate arguments. ; PHP's default setting is "&". ; http://php.net/arg-separator.output ; Example: arg_separator.output = "&" ; List of separator(s) used by PHP to parse input URLs into variables. ; PHP's default setting is "&

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