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NDepend 4 – First Steps

- by Ricardo Peres

Introduction Thanks to Patrick Smacchia I had the chance to test NDepend 4. I can only say: awesome! This will be the first of a series of posts on NDepend, where I will talk about my discoveries. Keep in mind that I am just starting to use it, so more experienced users may find these too basic, I just hope I don’t say anything foolish! I must say that I am in no way affiliated with NDepend and I never actually met Patrick. Installation No installation program – a curious decision, I’m not against it -, just unzip the files to a folder and run the executable. It will optionally register itself with Visual Studio 2008, 2010 and 11 as well as RedGate’s Reflector; also, it automatically looks for updates. NDepend can either be used as a stand-alone program (with or without a GUI) or from within Visual Studio or Reflector. Getting Started One thing that really pleases me is the Getting Started section of the stand-alone, with links to pages on NDepend’s web site, featuring detailed explanations, which usually include screenshots and small videos (<5 minutes). There’s also an How do I with hierarchical navigation that guides us to through the major features so that we can easily find what we want. Usage There are two basic ways to use NDepend: Analyze .NET solutions, projects or assemblies; Compare two versions of the same assembly. I have so far not used NDepend to compare assemblies, so I will first talk about the first option. After selecting a solution and some of its projects, it generates a single HTML page with an highly detailed report of the analysis it produced. This includes some metrics such as number of lines of code, IL instructions, comments, types, methods and properties, the calculation of the cyclomatic complexity, coupling and lots of others indicators, typically grouped by type, namespace and assembly. The HTML also includes some nice diagrams depicting assembly dependencies, type and method relative proportions (according to the number of IL instructions, I guess) and assembly analysis relating to abstractness and stability. Useful, I would say. Then there’s the rules; NDepend tests the target assemblies against a set of more than 120 rules, grouped in categories Code Quality, Object Oriented Design, Design, Architecture and Layering, Dead Code, Visibility, Naming Conventions, Source Files Organization and .NET Framework Usage. The full list can be configured on the application, and an explanation of each rule can be found on the web site. Rules can be validated, violated and violated in a critical manner, and the HTML will contain the violated rules, their queries – more on this later - and results. The HTML uses some nice JavaScript effects, which allow paging and sorting of tables, so its nice to use. Similar to the rules, there are some queries that display results for a number (about 200) questions grouped as Object Oriented Design, API Breaking Changes (for assembly version comparison), Code Diff Summary (also for version comparison) and Dead Code. The difference between queries and rules is that queries are not classified as passes, violated or critically violated, just present results. The queries and rules are expressed through CQLinq, which is a very powerful LINQ derivative specific to code analysis. All of the included rules and queries can be enabled or disabled and new ones can be added, with intellisense to help. Besides the HTML report file, the NDepend application can be used to explore all analysis results, compare different versions of analysis reports and to run custom queries. Comparison to Other Analysis Tools Unlike StyleCop, NDepend only works with assemblies, not source code, so you can’t expect it to be able to enforce brackets placement, for example. It is more similar to FxCop, but you don’t have the option to analyze at the IL level, that is, other that the number of IL instructions and the complexity. What’s Next In the next days I’ll continue my exploration with a real-life test case. References The NDepend web site is http://www.ndepend.com/. Patrick keeps an updated blog on http://codebetter.com/patricksmacchia/ and he regularly monitors StackOverflow for questions tagged NDepend, which you can find on http://stackoverflow.com/questions/tagged/ndepend. The default list of CQLinq rules, queries and statistics can be found at http://www.ndepend.com/DefaultRules/webframe.html. The syntax itself is described at http://www.ndepend.com/Doc_CQLinq_Syntax.aspx and its features at http://www.ndepend.com/Doc_CQLinq_Features.aspx.

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The illusion of Competence

- by tony_lombardo

Working as a contractor opened my eyes to the developer food chain. Even though I had similar experiences earlier in my career, the challenges seemed much more vivid this time through. I thought I’d share a couple of experiences with you, and the lessons that can be taken from them. Lesson 1: Beware of the “funnel” guy. The funnel guy is the one who wants you to funnel all thoughts, ideas and code changes through him. He may say it’s because he wants to avoid conflicts in source control, but the real reason is likely that he wants to hide your contributions. Here’s an example. When I finally got access to the code on one of my projects, I was told by the developer that I had to funnel all of my changes through him. There were 4 of us coding on the project, but only 2 of us working on the UI. The other 2 were working on a separate application, but part of the overall project. So I figured, I’ll check it into SVN, he reviews and accepts then merges in. Not even close. I didn’t even have checkin rights to SVN, I had to email my changes to the developer so he could check those changes in. Lesson 2: If you point out flaws in code to someone supposedly ‘higher’ than you in the developer chain, they’re going to get defensive. My first task on this project was to review the code, familiarize myself with it. So of course, that’s what I did. And in familiarizing myself with it, I saw so many bad practices and code smells that I immediately started coming up with solutions to fix it. Of course, when I reviewed these changes with the developer (guy who originally wrote the code), he smiled and nodded and said, we can’t make those changes now, it’s too destabilizing. I recommended we create a new branch and start working on refactoring, but branching was a new concept for this guy and he was worried we would somehow break SVN. How about some concrete examples? I started out by recommending we remove NUnit dependency and tests from the application project, and create a separate Unit testing project. This was met with a little bit of resistance because - “How do I access the private methods?” As it turned out there weren’t really any private methods that weren’t exposed by public methods, so I quickly calmed this fear. Win 1 Loss 0 Next, I recommended that all of the File IO access be wrapped in Using clauses, or at least properly wrapped in try catch finally. This recommendation was accepted.. but never implemented. Win 2 Loss 1 Next recommendation was to refactor the command pattern implementation. The command pattern was implemented, but it wasn’t really necessary for the application. More over, the fact that we had 100 different command classes, each with it’s own specific command parameters class, made maintenance a huge hassle. The same code repeated over and over and over. This recommendation was declined, the code was too fragile and this change would destabilize it. I couldn’t disagree, though it was the commands themselves in many cases that were fragile. Win 2 Loss 2 Next recommendation was to aid performance (and responsiveness) of the application by using asynchronous service calls. This on was accepted. Win 2 Loss 3 If you’re paying any attention, you’re wondering why the async service calls was scored as a loss.. Let me explain. The service call was made using the async pattern. Followed by a thread.sleep <facepalm>. Now it’s easy to be harsh on this kind of code, especially if you’re an experienced developer. But I understood how most of this happened. One junior guy, working as hard as he can to build his first real world application, with little or no guidance from anyone else. He had his pattern book and theory of programming to help him, but no real world experience. He didn’t know how difficult it would be to trace the crashes to the coding issues above, but he will one day. The part that amazed me was the management position that “this guy should be a team lead, because he’s worked so hard”. I’m all for rewarding hard work, but when you reward someone by promoting them past the point of their competence, you’re setting yourself and them up for failure. And that’s lesson 3. Just because you’ve got a hard worker, doesn’t mean he should be leading a development project. If you’re a junior guy busting your ass, keep at it. I encourage you to try new things, but most importantly to learn from your mistakes. And correct your mistakes. And if someone else looks at your code and shows you a laundry list of things that should be done differently, don’t take it personally – they’re really trying to help you. And if you’re a senior guy, working with a junior guy, it’s your duty to point out the flaws in the code. Even if it does make you the bad guy. And while I’ve used “guy” above, I mean both men and women. And in some cases mutant dinosaurs.

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Visual Studio Load Testing using Windows Azure

- by Tarun Arora

In my opinion the biggest adoption barrier in performance testing on smaller projects is not the tooling but the high infrastructure and administration cost that comes with this phase of testing. Only if a reusable solution was possible and infrastructure management wasn’t as expensive, adoption would certainly spike. It certainly is possible if you bring Visual Studio and Windows Azure into the equation. It is possible to run your test rig in the cloud without getting tangled in SCVMM or Lab Management. All you need is an active Azure subscription, Windows Azure endpoint enabled developer workstation running visual studio ultimate on premise, windows azure endpoint enabled worker roles on azure compute instances set up to run as test controllers and test agents. My test rig is running SQL server 2012 and Visual Studio 2012 RC agents. The beauty is that the solution is reusable, you can open the azure project, change the subscription and certificate, click publish and *BOOM* in less than 15 minutes you could have your own test rig running in the cloud. In this blog post I intend to show you how you can use the power of Windows Azure to effectively abstract the administration cost of infrastructure management and lower the total cost of Load & Performance Testing. As a bonus, I will share a reusable solution that you can use to automate test rig creation for both VS 2010 agents as well as VS 2012 agents. Introduction The slide show below should help you under the high level details of what we are trying to achive... Leveraging Azure for Performance Testing View more PowerPoint from Avanade Scenario 1 – Running a Test Rig in Windows Azure To start off with the basics, in the first scenario I plan to discuss how to, - Automate deployment & configuration of Windows Azure Worker Roles for Test Controller and Test Agent - Automate deployment & configuration of SQL database on Test Controller on the Test Controller Worker Role - Scaling Test Agents on demand - Creating a Web Performance Test and a simple Load Test - Managing Test Controllers right from Visual Studio on Premise Developer Workstation - Viewing results of the Load Test - Cleaning up - Have the above work in the shape of a reusable solution for both VS2010 and VS2012 Test Rig Scenario 2 – The scaled out Test Rig and sharing data using SQL Azure A scaled out version of this implementation would involve running multiple test rigs running in the cloud, in this scenario I will show you how to sync the load test database from these distributed test rigs into one SQL Azure database using Azure sync. The selling point for this scenario is being able to collate the load test efforts from across the organization into one data store. - Deploy multiple test rigs using the reusable solution from scenario 1 - Set up and configure Windows Azure Sync - Test SQL Azure Load Test result database created as a result of Windows Azure Sync - Cleaning up - Have the above work in the shape of a reusable solution for both VS2010 and VS2012 Test Rig The Ingredients Though with an active MSDN ultimate subscription you would already have access to everything and more, you will essentially need the below to try out the scenarios, 1. Windows Azure Subscription 2. Windows Azure Storage – Blob Storage 3. Windows Azure Compute – Worker Role 4. SQL Azure Database 5. SQL Data Sync 6. Windows Azure Connect – End points 7. SQL 2012 Express or SQL 2008 R2 Express 8. Visual Studio All Agents 2012 or Visual Studio All Agents 2010 9. A developer workstation set up with Visual Studio 2012 – Ultimate or Visual Studio 2010 – Ultimate 10. Visual Studio Load Test Unlimited Virtual User Pack. Walkthrough To set up the test rig in the cloud, the test controller, test agent and SQL express installers need to be available when the worker role set up starts, the easiest and most efficient way is to pre upload the required software into Windows Azure Blob storage. SQL express, test controller and test agent expose various switches which we can take advantage of including the quiet install switch. Once all the 3 have been installed the test controller needs to be registered with the test agents and the SQL database needs to be associated to the test controller. By enabling Windows Azure connect on the machines in the cloud and the developer workstation on premise we successfully create a virtual network amongst the machines enabling 2 way communication. All of the above can be done programmatically, let’s see step by step how… Scenario 1 Video Walkthrough–Leveraging Windows Azure for performance Testing Scenario 2 Work in progress, watch this space for more… Solution If you are still reading and are interested in the solution, drop me an email with your windows live id. I’ll add you to my TFS preview project which has a re-usable solution for both VS 2010 and VS 2012 test rigs as well as guidance and demo performance tests. Conclusion Other posts and resources available here. Possibilities…. Endless!

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Reg Gets a Job at Red Gate (and what happens behind the scenes)

- by red(at)work

Mr Reg Gater works at one of Cambridge’s many high-tech companies. He doesn’t love his job, but he puts up with it because... well, it could be worse. Every day he drives to work around the Red Gate roundabout, wondering what his boss is going to blame him for today, and wondering if there could be a better job out there for him. By late morning he already feels like handing his notice in. He got the hacky look from his boss for being 5 minutes late, and then they ran out of tea. Again. He goes to the local sandwich shop for lunch, and picks up a Red Gate job menu and a Book of Red Gate while he’s waiting for his order. That night, he goes along to Cambridge Geek Nights and sees some very enthusiastic Red Gaters talking about the work they do; it sounds interesting and, of all things, fun. He takes a quick look at the job vacancies on the Red Gate website, and an hour later realises he’s still there – looking at videos, photos and people profiles. He especially likes the Red Gate’s Got Talent page, and is very impressed with Simon Johnson’s marathon time. He thinks that he’d quite like to work with such awesome people. It just so happens that Red Gate recently decided that they wanted to hire another hot shot team member. Behind the scenes, the wheels were set in motion: the recruitment team met with the hiring manager to understand exactly what they’re looking for, and to decide what interview tests to do, who will do the interviews, and to kick-start any interview training those people might need. Next up, a job description and job advert were written, and the job was put on the market. Reg applies, and his CV lands in the Recruitment team’s inbox and they open it up with eager anticipation that Reg could be the next awesome new starter. He looks good, and in a jiffy they’ve arranged an interview. Reg arrives for his interview, and is greeted by a smiley receptionist. She offers him a selection of drinks and he feels instantly relaxed. A couple of interviews and an assessment later, he gets a job offer. We make his day and he makes ours by accepting, and becoming one of the 60 new starters so far this year. Behind the scenes, things start moving all over again. The HR team arranges for a “Welcome” goodie box to be whisked out to him, prepares his contract, sends an email to Information Services (Or IS for short - we’ll come back to them), keeps in touch with Reg to make sure he knows what to expect on his first day, and of course asks him to fill in the all-important wiki questionnaire so his new colleagues can start to get to know him before he even joins. Meanwhile, the IS team see an email in SupportWorks from HR. They see that Reg will be starting in the sales team in a few days’ time, and they know exactly what to do. They pull out a new machine, and within minutes have used their automated deployment software to install every piece of software that a new recruit could ever need. They also check with Reg’s new manager to see if he has any special requirements that they could help with. Reg starts and is amazed to find a fully configured machine sitting on his desk, complete with stationery and all the other tools he’ll need to do his job. He feels even more cared for after he gets a workstation assessment, and realises he’d be comfier with an ergonomic keyboard and a footstool. They arrive minutes later, just like that. His manager starts him off on his induction and sales training. Along with job-specific training, he’ll also have a buddy to help him find his feet, and loads of pre-arranged demos and introductions. Reg settles in nicely, and is great at his job. He enjoys the canteen, and regularly eats one of the 40,000 meals provided each year. He gets used to the selection of teas that are available, develops a taste for champagne launch parties, and has his fair share of the 25,000 cups of coffee downed at Red Gate towers each year. He goes along to some Feel Good Fund events, and donates a little something to charity in exchange for a turn on the chocolate fountain. He’s looking a little scruffy, so he decides to get his hair cut in between meetings, just in time for the Red Gate birthday company photo. Reg starts a new project: identifying existing customers to up-sell to new bundles. He talks with the web team to generate lists of qualifying customers who haven’t recently been sent marketing emails, and sends emails out, using a new in-house developed tool to schedule follow-up calls in CRM for the same group. The customer responds, saying they’d like to upgrade but are having a licensing problem – Reg sends the issue to Support, and it gets routed to the web team. The team identifies a workaround, and the bug gets scheduled into the next maintenance release in a fortnight’s time (hey; they got lucky). With all the new stuff Reg is working on, he realises that he’d be way more efficient if he had a third monitor. He speaks to IS and they get him one - no argument. He also needs a test machine and then some extra memory. Done. He then thinks he needs an iPad, and goes to ask for one. He gets told to stop pushing his luck. Some time later, Reg’s wife has a baby, so Reg gets 2 weeks of paid paternity leave and a bunch of flowers sent to his house. He signs up to the childcare scheme so that he doesn’t have to pay National Insurance on the first £243 of his childcare. The accounts team makes it all happen seamlessly, as they did with his Give As You Earn payments, which come out of his wages and go straight to his favorite charity. Reg’s sales career is going well. He’s grateful for the help that he gets from the product support team. How do they answer all those 900-ish support calls so effortlessly each month? He’s impressed with the patches that are sent out to customers who find “interesting behavior” in their tools, and to the customers who just must have that new feature. A little later in his career at Red Gate, Reg decides that he’d like to learn about management. He goes on some management training specially customised for Red Gate, joins the Management Book Club, and gets together with other new managers to brainstorm how to get the most out of one to one meetings with his team. Reg decides to go for a game of Foosball to celebrate his good fortune with his team, and has to wait for Finance to finish. While he’s waiting, he reflects on the wonderful time he’s had at Red Gate. He can’t put his finger on what it is exactly, but he knows he’s on to a good thing. All of the stuff that happened to Reg didn’t just happen magically. We’ve got teams of people working relentlessly behind the scenes to make sure that everyone here is comfortable, safe, well fed and caffeinated to the max.

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WhatsApp & Tasker for Android – Read & Write messages

- by Shaurya Anand

So, I finally gave up on all my previous the Microsoft Mobile/Phone OS devices and made my switch to Android this year. I am using my Samsung Galaxy Note GT-N7000 with CyanogenMod 9.1.0 (http://get.cm/get/jenkins/7086/cm-9.1.0-n7000.zip) and ClockworkMod 6.0.1.2 (http://download2.clockworkmod.com/recoveries/recovery-clockwork-6.0.1.2-n7000.zip) since August this year and I am so happy with the performance and the flexibility it offers me. As a software developer by profession, I would expect most of my gadget to be highly customizable and programmable (one time or at intervals) to suit my needs as close as it can. I was introduced to Automation for Android – Tasker (https://play.google.com/store/apps/details?id=net.dinglisch.android.taskerm&hl=en) via reddit (http://www.reddit.com/r/tasker) and the word ‘automation’ was enough for me to dive right into this app. Only automation that I did earlier was switching profiles depending on location on there phones. And now, just imagine a complete set of possibilities that can be automate on the phone or via the phone. I did my research and found a couple of other tools that do the same/as close as what Tasker can do and few of them are even free. There’s one even by Microsoft called on{X} (https://play.google.com/store/apps/details?id=com.microsoft.onx.app&hl=en). Microsoft’s on{X} really caught my eye. You can write code for your phone on the web application by them, deploy it on your phone and even trace the flow all using your PC. Really brilliant, I love the fact that it’s all JavaScript. Here comes the but, it is still very very young and it’s policy of accessing my News Feed on Facebook is not something that I can not digest. On{X} is good, but as I said earlier, the API is not very mature and hence, I gave up on it. I bought Tasker, the best 5,00 € I spent in ages and I want to talk about it in this post. I am still a “noob” while operating this tool, but I tried my shot at automating WhatsApp (https://play.google.com/store/apps/details?id=com.whatsapp&hl=en), a popular messenger for various platform. The requirement for the automation is that, if I send a WhatsApp ‘wru’ message to the phone, it should respond back giving the location and battery level of my phone. It could be useful, if you like to locate your misplaced phone or automatically reply to your partner/friend, honestly, I don’t know what you will use it - through this post, I am just introducing automating WhatsApp using Tasker. Before we begin, the following script only works when your phone is rooted as we will be accessing the WhatsApp database and type some special characters like ‘:’. Let’s follow the code line by line: Profile: Location request from XYZ. (12) // Name of your profile. Event: Notification [ Owner Application:WhatsApp Title:* ] // When a new notification comes from WhatsApp, this event is fired. Read the end note, if you face problems with Chrome app after enabling Tasker accessibility. Enter: A1: Run Shell [ Command:sqlite3 // We will access the WhatsApp database and check if the message comes from designated phone number or not. We mustn’t reply to every message. /data/data/com.whatsapp/databases/msgstore.db "SELECT _id, data FROM messages WHERE key_from_me='0' AND key_remote_jid LIKE '%XXXXXXXXXXX%' // Replace XXXXXXXXXXX with the phone number of your message sender. ORDER BY _id DESC LIMIT 1;" Timeout (Seconds):10 Use Root:On Store // I made a timeout for 10 seconds, if in case WhatsApp is busy accessing the database. Result In:%WHATSAPP_CURRREQ ] // Store the read Id and the last message on to the variable %WHATSAPP_CURRREQ A2: If [ %WHATSAPP_CURRREQ ~R .*[wW][rR][uU].* ] // Check if the pattern of the message is correct and we are all set to send the location. A3: If [ %WHATSAPP_CURRREQ !~ %WHATSAPP_LASTREQ ] // Verify that the message is different from the last request. Remember every message has a unique Id. A4: Notify [ Title:WhatsApp location request... Text:Sending location // Just a notification that the location message is being prepared. to Krati Gupta... Icon:<icon> Number:0 Permanent:On Priority:3 ] // Make a note it is a permanent notification, we will clear it later. A5: Secure Settings [ Configuration:Pattern Lock Disabled // I am disabling the pattern lock, that I use using the plugin Secure Settings. Package:com.intangibleobject.securesettings.plugin Name:Secure // You can download the plugin from here: https://play.google.com/store/apps/details?id=com.intangibleobject.securesettings.plugin&hl=en Settings ] A6: Secure Settings [ Configuration:Keyguard Disabled // Disable the keygaurd, it is useful, when your phone is on lock and you want to automate everything, even the typing. Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A7: Secure Settings [ Configuration:GPS Enabled // Pretty clear, turn on the GPS and get location at A8 Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A8: AutoShortcut [ Configuration:WhatsApp: Some One // I am using AutoShortcut plugin (https://play.google.com/store/apps/details?id=com.joaomgcd.autoshortcut) to start WhatsApp with the indented recipient. Package:com.joaomgcd.autoshortcut Name:AutoShortcut ] // Replace Some One, actually choose it from the plugin, the right recipient. A9: Get Location [ Source:Any Timeout (Seconds):30 Continue Task // I am getting the location, timeout is 30 seconds, adjust it accordingly. Immediately:Off Keep Tracking:Off ] A10: Secure Settings [ Configuration:Screen Dim // Now, this extension of the plugin Secure Settings, wakes your device so that you can type out the string on the WhatsApp app. 5 Seconds Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A11: Run Shell [ Command:input text // Now, I am using the shell script to type the text to the window, because the ‘:’ while not be typed from the Type task in Tasker. LOCATION:maps.google.com/maps?q=%LOC Timeout (Seconds):0 Use Root:On // And also, this is way faster, but remember you need root for this, not for the other way of typing. Store Result In: ] A12: Dpad [ Button:Right Repeat Times:1 ] // Focus the Send button A13: Dpad [ Button:Press Repeat Times:1 ] // And press it. A14: Dpad [ Button:Left Repeat Times:1 ] // Get back to the typing box. A15: Run Shell [ Command:input text LOCATION_ACCURACY:%LOCACC Timeout (Seconds):0 Use Root:On Store Result In: ] A16: Dpad [ Button:Right Repeat Times:1 ] A17: Dpad [ Button:Press Repeat Times:1 ] A18: Dpad [ Button:Left Repeat Times:1 ] A19: Run Shell [ Command:input text BATTERY_LEVEL:%BATT% Timeout // I am adding Battery level in my case as well. (Seconds):0 Use Root:On Store Result In: ] A20: Dpad [ Button:Right Repeat Times:1 ] A21: Dpad [ Button:Press Repeat Times:1 ] A22: Variable Set [ Name:%WHATSAPP_LASTREQ To:%WHATSAPP_CURRREQ Do // And now, we say, request is done. Maths:Off Append:Off ] A23: Button [ Button:Back ] // I am exiting the WhatsApp nicely and not killing it. If you are the murderer kind, kill it, just know, you don’t have any place in the heaven. A24: Button [ Button:Back ] A25: Notify Cancel [ Title: Warn Not Exist:Off ] // Remove the permanent notification. A26: Notify [ Title:WhatsApp location request Text:Location sent // Make a temporary notification, and say, location is sent. successfully. Icon:<icon> Number:0 Permanent:Off Priority:3 ] A27: Secure Settings [ Configuration:GPS Disabled // Disable all the horrible things we turned on earlier. Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A28: Secure Settings [ Configuration:Pattern Lock Enabled Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A29: Secure Settings [ Configuration:Keyguard Enabled Package:com.intangibleobject.securesettings.plugin Name:Secure Settings ] A30: End If A31: End If Download this Task from here: http://db.tt/9vRmbhyb That’s it in the above small example – you can read/write messages from/to WhatsApp app. I am using n7000-cm9.1-cwr6. Oh yea, and if you are having the Talkback auto enabled for Chrome browser, you need to turn Off the Web scripts to run. Tasker is amazing, I have automated a lot of tasks using this tool. I will share a few none generic ones with you in my coming post here.

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About Me

- by Jeffrey West

I’m new to blogging. This is the second blog post that I have written, and before I go too much further I wanted the readers of my blog to know a bit more about me… Kid’s Stuff By trade, I am a programmer (or coder, developer, engineer, architect, etc). I started programming when I was 12 years old. When I was 7, we got our first ‘family’ computer – an Apple IIc. It was great to play games on, and of course what else was a 7-year-old going to do with it. I did have one problem with it, though. When I put in my 5.25” floppy to play a game, sometimes, instead loading my game I would get a mysterious ‘]’ on the screen with a flashing cursor. This, of course, was not my game. Much like the standard ‘Microsoft fix’ is to reboot, back then you would take the floppy out, shake it, and restart the computer and pray for a different result. One day, I learned at school that I could topple my nemesis – the ‘]’ and flashing cursor – by typing ‘load’ and pressing enter. Most of the time, this would load my game and then I would get to play. Problem solved. However, I began to wonder – what else can I make it do? When I was in 5th grade my dad got a bright idea to buy me a Tandy 1000HX. He didn’t know what I was going to do with it, and neither did I. Least of all, my mom wasn’t happy about buying a 5th grader a $1,000 computer. Nonetheless, Over time, I learned how to write simple basic programs out of the back of my Math book: 10 x=5 20 y=6 30 PRINT x+y That was fun for all of about 5 minutes. I needed more – more challenges, more things that I could make the computer do. In order to quench this thirst my parents sent me to National Computer Camps in Connecticut. It was one of the best experiences of my childhood, and I spent 3 weeks each summer after that learning BASIC, Pascal, Turbo C and some C++. There weren’t many kids at the time who knew anything about computers, and lets just say my knowledge of and interest in computers didn’t score me many ‘cool’ points. My experiences at NCC set me on the path that I find myself on now, and I am very thankful for the experience. Real Life I have held various positions in the past at different levels within the IT layer cake. I started out as a Software Developer for a startup in the Dallas, TX area building software for semiconductor testing statistical process control and sampling. I was the second Java developer that was hired, and the ninth employee overall, so I got a great deal of experience developing software. Since there weren’t that many people in the organization, I also got a lot of field experience which meant that if I screwed up the code, I got yelled at (figuratively) by both my boss AND the customer. Fun Times! What made it better was that I got to help run pilot programs in Taiwan, Singapore, Malaysia and Malta. Getting yelled at in Taiwan is slightly less annoying that getting yelled at in Dallas… I spent the next 5 years at Accenture doing systems integration in the ‘SOA’ group. I joined as a Consultant and left as a Senior Manager. I started out writing code in WebLogic Integration and left after I wrapped up project where I led a team of 25 to develop the next generation of a digital media platform to deliver HD content in a digital format. At Accenture, I had the pleasure of working with some truly amazing people – mentoring some and learning from many others – and on some incredible real-world IT projects. Given my background with the BEA stack of products I was often called in to troubleshoot and tune WebLogic, ALBPM and ALSB installations and have logged many hours digging through thread dumps, running performance tests with SoapUI and decompiling Java classes we didn’t have the source for so I could see what was going on in the code. I am now a Senior Principal Product Manager at Oracle in the Application Grid practice. The term ‘Application Grid’ refers to a collection of software and hardware products within Oracle that enables customers to build horizontally scalable systems. This collection of products includes WebLogic, GlassFish, Coherence, Tuxedo and the JRockit/HotSpot JVMs (HotSprocket, maybe?). Now, with the introduction of Exalogic it has grown to include hardware as well. Wrapping it up… I love technology and have a diverse background ranging from software development to HW and network architecture & tuning. I have held certifications for being an Oracle Certified DBA, MSCE and Cisco Certified Network Professional (CCNP), among others and I have put those to great use over my career. I am excited about programming & technology and I enjoy helping people learn and be successful. If you are having challenges with WebLogic, BPM or Service Bus feel free to reach out to me and I’ll be happy to help as I have time. Thanks for stopping by! --Jeff

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SOA Suite 11g Dynamic Payload Testing with soapUI Free Edition

- by Greg Mally

Overview Many web service developers use soapUI for various tests like: smoke test, unit test, and load testing because you can get a free edition that is fairly robust. However, if you need to venture into more complex testing that requires a dynamic payload, then the free edition doesn't necessarily make it easy. This feature does exist in soapUI, but for obvious reasons it is in the Pro version. In this blog I will show you how to use soapUI free edition for dynamic payloads in a simplified example. Hopefully this will open the doors for you to expand into more complex scenarios. The following assumes that you have a working knowledge of soapUI and will not go into concepts like setting up a project etc. For the basics, please review the documentation for soapUI: http://www.soapui.org/Getting-Started/. Additionally, we will be using asynchronous web services and you can review the setup for this in my blog: SOA Suite 11g Asynchronous Testing with soapUI. Features in soapUI Free Edition Relating to this Topic The soapUI test tool provides a very feature rich environment that can do many things provided you are willing to go beyond point and click. For this example, we will be leveraging just a couple features for our dynamic payload example: Test Case Properties Scripting with Groovy Basically, we will be using a property as a global variable and we will manipulate that property using a Groovy script. Setting Up Our Property Properties are available throughout soapUI and here is a snippet from the soapUI website defining the locations: Projects : for handling Project scope values, for example a subscription ID TestSuite : for handling TestSuite scoped values, can be seen as "arguments" to a TestSuite TestCases : for handling TestCase scoped values, can be seen as "arguments" to a TestCase Properties TestStep : for providing local values/state within a TestCase Local TestStep properties : several TestStep types maintain their own list of properties specific to their functionality : DataSource, DataSink, Run TestCase MockServices : for handling MockService scoped values/arguments MockResponses : for handling MockResponse scoped values Global Properties : for handling Global properties, optionally from an external source For our example, we will be defining a custom property in a TestCase called SimpleAsyncPayload. The property can be created in either the Custom Properties tab located at the bottom of the Navigator panel when the TestCase is selected in the Navigator or the Properties label in the TestCase editor: Navigator Panel TestCase Editor You will notice that I set a value of “0” for the custom property. For this simplified example, we will need to retrieve that value and manipulate it prior to making the web service request invocation. In order to accomplish this, we will need to get Groovy ;) Let's Get Groovy We will now add a new Groovy Script step to the TestCase called Manipulate Payload: TestCase Editor > Append Step > Groovy Script Once we have added the Groovy Script step to our TestCase, we can open the Groovy Script editor to add the code to: Get the current value of the property we created called SimpleAsyncPayload. Convert the value of the property to an integer. Increment the value. Store the incremented value back into the TestCase property called SimpleAsyncPayload. The script should look something like the following: Groovy Script Editor – Manipulate Payload At this point we can test the script to see if it is working by simply running the TestCase (left-click on the green triangle in the upper left-hand corner of the TestCase editor). To verify if it ran correctly, we can look at the value of the SimpleAsyncPayload property which should now be 1: TestCase Editor – Run Results All that is left to complete the TestCase is to append another step of type Test Request. The information required to append the request is a name and an operation to invoke. In this example we will use the default name and select the SimpleAsyncBPELProcessBingd -> process as the operation (any other information being requested, simply use the defaults unless you are calling an asynchronous operation then do not add any assertions). We are now in familiar ground with the Test Request editor. Depending upon the type of operation you are invoking (synchronous or asynchronous), please update the request with the necessary information (e.g., callback information for asynchronous operations). We will now tweak the Test Request payload to retrieve the value of the SimpleAsyncPayload property. The soapUI editor makes this very simple: right-click in the payload and navigate to the property (e.g., right-click > Get Data.. > TestCase: [Groovy TestCase] > Property [SimpleAsyncPayload]): Test Request Editor – Insert Property Value Your payload should now look something like the following: Test Request Editor – Inserted Property Value Just like before, we are now ready to run the TestCase. If everything goes as expected we should see a response like the following: Message Viewer – Results of TestCase Run We are now setup to be able to run a stress test where the payload will change for each request. This simple example can be expanded to include multiple payload values, complex calculations in the scripts, or whatever can be done via the soapUI scripting. Hopefully you have found this useful and happy testing to you :)

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

- by jasont

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

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T-SQL Tuesday #31 - Logging Tricks with CONTEXT_INFO

- by Most Valuable Yak (Rob Volk)

This month's T-SQL Tuesday is being hosted by Aaron Nelson [b | t], fellow Atlantan (the city in Georgia, not the famous sunken city, or the resort in the Bahamas) and covers the topic of logging (the recording of information, not the harvesting of trees) and maintains the fine T-SQL Tuesday tradition begun by Adam Machanic [b | t] (the SQL Server guru, not the guy who fixes cars, check the spelling again, there will be a quiz later). This is a trick I learned from Fernando Guerrero [b | t] waaaaaay back during the PASS Summit 2004 in sunny, hurricane-infested Orlando, during his session on Secret SQL Server (not sure if that's the correct title, and I haven't used parentheses in this paragraph yet). CONTEXT_INFO is a neat little feature that's existed since SQL Server 2000 and perhaps even earlier. It lets you assign data to the current session/connection, and maintains that data until you disconnect or change it. In addition to the CONTEXT_INFO() function, you can also query the context_info column in sys.dm_exec_sessions, or even sysprocesses if you're still running SQL Server 2000, if you need to see it for another session. While you're limited to 128 bytes, one big advantage that CONTEXT_INFO has is that it's independent of any transactions. If you've ever logged to a table in a transaction and then lost messages when it rolled back, you can understand how aggravating it can be. CONTEXT_INFO also survives across multiple SQL batches (GO separators) in the same connection, so for those of you who were going to suggest "just log to a table variable, they don't get rolled back": HA-HA, I GOT YOU! Since GO starts a new batch all variable declarations are lost. Here's a simple example I recently used at work. I had to test database mirroring configurations for disaster recovery scenarios and measure the network throughput. I also needed to log how long it took for the script to run and include the mirror settings for the database in question. I decided to use AdventureWorks as my database model, and Adam Machanic's Big Adventure script to provide a fairly large workload that's repeatable and easily scalable. My test would consist of several copies of AdventureWorks running the Big Adventure script while I mirrored the databases (or not). Since Adam's script contains several batches, I decided CONTEXT_INFO would have to be used. As it turns out, I only needed to grab the start time at the beginning, I could get the rest of the data at the end of the process. The code is pretty small: declare @time binary(128)=cast(getdate() as binary(8)) set context_info @time ... rest of Big Adventure code ... go use master; insert mirror_test(server,role,partner,db,state,safety,start,duration) select @@servername, mirroring_role_desc, mirroring_partner_instance, db_name(database_id), mirroring_state_desc, mirroring_safety_level_desc, cast(cast(context_info() as binary(8)) as datetime), datediff(s,cast(cast(context_info() as binary(8)) as datetime),getdate()) from sys.database_mirroring where db_name(database_id) like 'Adv%'; I declared @time as a binary(128) since CONTEXT_INFO is defined that way. I couldn't convert GETDATE() to binary(128) as it would pad the first 120 bytes as 0x00. To keep the CAST functions simple and avoid using SUBSTRING, I decided to CAST GETDATE() as binary(8) and let SQL Server do the implicit conversion. It's not the safest way perhaps, but it works on my machine. :) As I mentioned earlier, you can query system views for sessions and get their CONTEXT_INFO. With a little boilerplate code this can be used to monitor long-running procedures, in case you need to kill a process, or are just curious how long certain parts take. In this example, I added code to Adam's Big Adventure script to set CONTEXT_INFO messages at strategic places I want to monitor. (His code is in UPPERCASE as it was in the original, mine is all lowercase): declare @msg binary(128) set @msg=cast('Altering bigProduct.ProductID' as binary(128)) set context_info @msg go ALTER TABLE bigProduct ALTER COLUMN ProductID INT NOT NULL GO set context_info 0x0 go declare @msg1 binary(128) set @msg1=cast('Adding pk_bigProduct Constraint' as binary(128)) set context_info @msg1 go ALTER TABLE bigProduct ADD CONSTRAINT pk_bigProduct PRIMARY KEY (ProductID) GO set context_info 0x0 go declare @msg2 binary(128) set @msg2=cast('Altering bigTransactionHistory.TransactionID' as binary(128)) set context_info @msg2 go ALTER TABLE bigTransactionHistory ALTER COLUMN TransactionID INT NOT NULL GO set context_info 0x0 go declare @msg3 binary(128) set @msg3=cast('Adding pk_bigTransactionHistory Constraint' as binary(128)) set context_info @msg3 go ALTER TABLE bigTransactionHistory ADD CONSTRAINT pk_bigTransactionHistory PRIMARY KEY NONCLUSTERED(TransactionID) GO set context_info 0x0 go declare @msg4 binary(128) set @msg4=cast('Creating IX_ProductId_TransactionDate Index' as binary(128)) set context_info @msg4 go CREATE NONCLUSTERED INDEX IX_ProductId_TransactionDate ON bigTransactionHistory(ProductId,TransactionDate) INCLUDE(Quantity,ActualCost) GO set context_info 0x0 This doesn't include the entire script, only those portions that altered a table or created an index. One annoyance is that SET CONTEXT_INFO requires a literal or variable, you can't use an expression. And since GO starts a new batch I need to declare a variable in each one. And of course I have to use CAST because it won't implicitly convert varchar to binary. And even though context_info is a nullable column, you can't SET CONTEXT_INFO NULL, so I have to use SET CONTEXT_INFO 0x0 to clear the message after the statement completes. And if you're thinking of turning this into a UDF, you can't, although a stored procedure would work. So what does all this aggravation get you? As the code runs, if I want to see which stage the session is at, I can run the following (assuming SPID 51 is the one I want): select CAST(context_info as varchar(128)) from sys.dm_exec_sessions where session_id=51 Since SQL Server 2005 introduced the new system and dynamic management views (DMVs) there's not as much need for tagging a session with these kinds of messages. You can get the session start time and currently executing statement from them, and neatly presented if you use Adam's sp_whoisactive utility (and you absolutely should be using it). Of course you can always use xp_cmdshell, a CLR function, or some other tricks to log information outside of a SQL transaction. All the same, I've used this trick to monitor long-running reports at a previous job, and I still think CONTEXT_INFO is a great feature, especially if you're still using SQL Server 2000 or want to supplement your instrumentation. If you'd like an exercise, consider adding the system time to the messages in the last example, and an automated job to query and parse it from the system tables. That would let you track how long each statement ran without having to run Profiler. #TSQL2sDay

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Visual Studio & TFS 11 – List of extensions and upgrades

- by terje

This post is a list of the extensions I recommend for use with Visual Studio 11. It’s coming up all the time – what to install, where are the download sites, last version, etc etc, and thus I thought it better to post it here and keep it updated. The basics are Visual Studio 11 connected to a Team Foundation Server 11. Note that we now are at Beta time, and that also many live in a side-by-side environment with Visual Studio 2010. The side-by-side is supported by VS 11. However, if you installed a component supporting VS11 before you installed VS11, then you need to reinstall it. The VSIX installer will understand that it is to apply those only for VS11, and will not touch – nor remove – the same for VS2010. A good example here is the Power Commands. The list is more or less in priority order. The focus is to get a setup which can be used for a complete coding experience for the whole ALM process. The list of course reflects what I use for my work , so it is by no means complete, and for some of the tools there are equally useful alternatives. Many components have not yet arrived with VS11 support. I will add them as they arrive. The components directly associated with Visual Studio from Microsoft should be common, see the Microsoft column. If you still need the VS2010 extensions, here they are: The extensions for VS 2010. Components ready for VS 11, both upgrades and new ones Product Notes Latest Version License Applicable to Microsoft TFS Power Tools Beta 111 Side-by-side with TFS 2010 should work, but remove the Shell Extension from the TFS 2010 power tool first. March 2012(11.0.50321.0) Free TFS integration Yes ReSharper EAP for Beta 11 (updates very often, nearly daily) 7.0.3.261 pr. 16/3/2012 Free as EAP, Licensed later Coding & Quality No Power Commands1 Just reinstall, even if you already have it for VS2010. The reinstall will then apply it to VS 11 1.0.2.3 Free Coding Yes Visualization and Modelling SDK for beta Info here and here. Another download site and info here. Also download from MSDN Subscription site. Requires VS 11 Beta SDK 11 Free now, otherwise Part of MSDN Subscription Modeling Yes Visual Studio 11 Beta SDK Published 16.2.2012 Yes Visual Studio 11 Feedback tool1 Use this to really ease the process of sending bugs back to Microsoft. 1.1 Free as prerelase Visual Studio Yes #1 Get via Visual Studio’s Tools | Extension Manager (or The Code Gallery). (From Adam : All these are auto updated by the Extension Manager in Visual Studio) #2 Works with ultimate only Components we wait for, not yet in a VS 11 version Product Notes Latest Version License Applicable to Microsoft Coding Yes Inmeta Build Explorer Free TFS integration No Build Manager Community Build Manager. Info here from Jakob Free TFS Integration No Code Contracts Coming real soon Free Coding & Quality Yes Code Contracts Editor Extensions Free Coding & Quality Yes Web Std Update Free Coding (Web) Yes (MSFT) Web Essentials Free Coding (Web) Yes (MSFT) DotPeek It says up to .Net 4.0, but some tests indicates it seems to be able to handle 4.5. 1.0.0.7999 Free Coding/Investigation No Just Decompile Also says up to .net 4.0 Free Coding/Investigation No dotTrace Licensed Quality No NDepend Licensed Quality No tangible T4 editor Lite version Free (Good enough) Coding (T4 templates) No Pex Moles are now integrated and improved in VS 11 as a new library called Fakes. Coding & Unit Testing Yes Components which are now integrated into VS 11 Product Notes Productivity Power Tools Features integrated into VS11, with a few exceptions, I don’t think you will miss those. Fakes Was Moles in 2010. Fakes is improved and made into a product. NuGet Manager Included in the install, but still an extension package. Info here. Product installation, upgrades and patches for VS/TFS 11 Product Notes Date Applicable to Visual Studio 11 & TFS 11 Beta This is the beta release, and you are free to download and try it out. March 2012 Visual Studio and TFS SQL Server 2008 R2 SP1 Cumulative Update 4 The TFS 11 requires the CU1 at least, but you should go up to at least CU4, since this update solves a ghost record problem that otherwise may cause your TFS database to not release records the way it should when you clean it up, see this post for more information on that issue. Oct 2011 SQL Server 2008 R2 SP1

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The first day of JavaOne is already over!

- by delabassee

In the past Sunday used to be a more relaxing day with ‘just’ some JavaOne activities going on. Sunday used to be a soft day to prepare yourself for an exhausting week. This is now over as JavaOne is expanding; Sunday is now an integral part of the conference. One of the side effect of this extra day is that some activities related to JavaOne and OpenWorld such as MySQL Connect are being push to start a day earlier on Saturday (can you spot the pattern here?). On the GlassFish front, Sunday was a very busy day! It started at the Moscone Center with the annual GlassFish Community Event where the Java EE 7 and GF 4 roadmaps were presented and discussed. During the event, different GlassFish users such as ZeroTurnaround (the JRebel guys), Grupo RBS and IDR Solutions shared their views on GF, why they like GF but also what could be improved. The event was also a forum for the GF community to exchange with some of the key Java EE / GlassFish Oracle Executives and the different GF team members. The Strategy keynote and the Technical keynote were held in the Masonic Auditorium later in the after-noon. Oracle executives have presented the plans for Java SE, Java FX and Java EE. As on-demand replays will be available soon, I will not summarize several hours of content but here are some personal takeaways from those keynotes. Modularity Modularity is a big deal. We know by now that Project Jigsaw will not be ready for Java SE 8 but in any case, it is already possible (and encouraged) to test Jigsaw today. In the future, Java EE plan to rely on the modularity features provided by Java SE, so Project Jigsaw is also relevant for Java EE developers. Shorter term, to cover some of the modular requirements, Java SE will adopt the approach that was used for Java EE 6 and the notion of Profiles. This approach does not define a module system per say; Profiles is a way to clearly define different subsets of Java SE to fulfill different needs (e.g. the full JRE is not required for a headless application). The introduction of different Profiles, from the Base profile (10mb) to the Full Profile (+50mb), has been proposed for Java SE 8. Embedded Embedded is a strong theme going forward for the Java Plaform. There is now a dedicated program : Java Embedded @ JavaOne Java by nature (e.g. platform independence, built-in security, ability easily talks to any back-end systems, large set of skills available on the market, etc.) is probably the most suited platform for the Internet of Things. You can quickly be up-to-speed and develop services and applications for that space just by using your current Java skills. All you need to start developing on ARM is a 35$ Raspberry Pi ARM board (25$ if you are cheap and can live without an ethernet connection) and the recently released JDK for Linux/ARM. Obviously, GlassFish runs on Raspberry Pi. If you wan to go further in the embedded space, you should take a look Java SE Embedded, an optimized, low footprint, Java environment that support the major embedded architectures (ARM, PPC and x86). Finally, Oracle has recently introduced Java Embedded Suite, a new solution that brings modern middleware capabilities to the embedded space. Java Embedded Suite is an optimized solution that leverage Java SE Embedded but also GlassFish, Jersey and JavaDB to deploy advanced value added capabilities (eg. sensor data filtering and) deeper in the network, closer to the devices. JavaFX JavaFX is going strong! Starting from Java SE 7u6, JavaFX is bundled with the JDK. JavaFX is now available for all the major desktop platforms (Windows, Linux and Mac OS X). JavaFX is now also available, in developer preview, for low end device running Linux/ARM. During the keynote, JavaFX was shown running on a Raspberry Pi! And as announced during the keynote, JavaFX should be fully open-sourced by the end of the year; contributions are welcome!. There is a strong momentum around JavaFX, it’s the ideal client solution for the Java platform. A client layer that works perfectly with GlassFish on the back-end. If you were not convince by JavaFX, it’s time to reconsider it! As an old Chinese proverb say “One tweet is worth a thousand words!” HTML5, Project Avatar and Java EE 7 HTML5 got a lot of airtime too, it was covered during the Java EE 7 section of the keynote. Some details about Project Avatar, Oracle’s incubator project for a TSA (Thin Server Architecture) solution, were diluted and shown during the keynote. On the tooling side, Project Easel running on NetBeans 7.3 beta was demo’ed, including a cool NetBeans debugging session running in Chrome! HTML 5, Project Avatar and Java EE 7 deserve separate posts... Feedback We need your feedback! There are many projects, JSRs and products cooking : GlassFish 4, Project Jigsaw, Concurrency Utilities for Java EE (JSR 236), OpenJFX, OpenJDK to name just a few. Those projects, those specifications will have a profound impact on the Java platform for the years to come! So if you have the opportunity, download, install, learn, tests them and give feedback! Remember, you can "Make the Future Java!" Finally, the traditional GlassFish Party at the Thirsty Bear concluded the first JavaOne day. This party is another place where the community can freely exchange with the GlassFish team in a more relaxed, more friendly (but sometime more noisy) atmosphere. Arun has posted a set of pictures to reflect the atmosphere of the keynotes and the GlassFish party. You can find more details on the others Java EE and GlassFish activities here.

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Building dynamic OLAP data marts on-the-fly

- by DrJohn

At the forthcoming SQLBits conference, I will be presenting a session on how to dynamically build an OLAP data mart on-the-fly. This blog entry is intended to clarify exactly what I mean by an OLAP data mart, why you may need to build them on-the-fly and finally outline the steps needed to build them dynamically. In subsequent blog entries, I will present exactly how to implement some of the techniques involved. What is an OLAP data mart? In data warehousing parlance, a data mart is a subset of the overall corporate data provided to business users to meet specific business needs. Of course, the term does not specify the technology involved, so I coined the term "OLAP data mart" to identify a subset of data which is delivered in the form of an OLAP cube which may be accompanied by the relational database upon which it was built. To clarify, the relational database is specifically create and loaded with the subset of data and then the OLAP cube is built and processed to make the data available to the end-users via standard OLAP client tools. Why build OLAP data marts? Market research companies sell data to their clients to make money. To gain competitive advantage, market research providers like to "add value" to their data by providing systems that enhance analytics, thereby allowing clients to make best use of the data. As such, OLAP cubes have become a standard way of delivering added value to clients. They can be built on-the-fly to hold specific data sets and meet particular needs and then hosted on a secure intranet site for remote access, or shipped to clients' own infrastructure for hosting. Even better, they support a wide range of different tools for analytical purposes, including the ever popular Microsoft Excel. Extension Attributes: The Challenge One of the key challenges in building multiple OLAP data marts based on the same 'template' is handling extension attributes. These are attributes that meet the client's specific reporting needs, but do not form part of the standard template. Now clearly, these extension attributes have to come into the system via additional files and ultimately be added to relational tables so they can end up in the OLAP cube. However, processing these files and filling dynamically altered tables with SSIS is a challenge as SSIS packages tend to break as soon as the database schema changes. There are two approaches to this: (1) dynamically build an SSIS package in memory to match the new database schema using C#, or (2) have the extension attributes provided as name/value pairs so the file's schema does not change and can easily be loaded using SSIS. The problem with the first approach is the complexity of writing an awful lot of complex C# code. The problem of the second approach is that name/value pairs are useless to an OLAP cube; so they have to be pivoted back into a proper relational table somewhere in the data load process WITHOUT breaking SSIS. How this can be done will be part of future blog entry. What is involved in building an OLAP data mart? There are a great many steps involved in building OLAP data marts on-the-fly. The key point is that all the steps must be automated to allow for the production of multiple OLAP data marts per day (i.e. many thousands, each with its own specific data set and attributes). Now most of these steps have a great deal in common with standard data warehouse practices. The key difference is that the databases are all built to order. The only permanent database is the metadata database (shown in orange) which holds all the metadata needed to build everything else (i.e. client orders, configuration information, connection strings, client specific requirements and attributes etc.). The staging database (shown in red) has a short life: it is built, populated and then ripped down as soon as the OLAP Data Mart has been populated. In the diagram below, the OLAP data mart comprises the two blue components: the Data Mart which is a relational database and the OLAP Cube which is an OLAP database implemented using Microsoft Analysis Services (SSAS). The client may receive just the OLAP cube or both components together depending on their reporting requirements. So, in broad terms the steps required to fulfil a client order are as follows: Step 1: Prepare metadata Create a set of database names unique to the client's order Modify all package connection strings to be used by SSIS to point to new databases and file locations. Step 2: Create relational databases Create the staging and data mart relational databases using dynamic SQL and set the database recovery mode to SIMPLE as we do not need the overhead of logging anything Execute SQL scripts to build all database objects (tables, views, functions and stored procedures) in the two databases Step 3: Load staging database Use SSIS to load all data files into the staging database in a parallel operation Load extension files containing name/value pairs. These will provide client-specific attributes in the OLAP cube. Step 4: Load data mart relational database Load the data from staging into the data mart relational database, again in parallel where possible Allocate surrogate keys and use SSIS to perform surrogate key lookup during the load of fact tables Step 5: Load extension tables & attributes Pivot the extension attributes from their native name/value pairs into proper relational tables Add the extension attributes to the views used by OLAP cube Step 6: Deploy & Process OLAP cube Deploy the OLAP database directly to the server using a C# script task in SSIS Modify the connection string used by the OLAP cube to point to the data mart relational database Modify the cube structure to add the extension attributes to both the data source view and the relevant dimensions Remove any standard attributes that not required Process the OLAP cube Step 7: Backup and drop databases Drop staging database as it is no longer required Backup data mart relational and OLAP database and ship these to the client's infrastructure Drop data mart relational and OLAP database from the build server Mark order complete Start processing the next order, ad infinitum. So my future blog posts and my forthcoming session at the SQLBits conference will all focus on some of the more interesting aspects of building OLAP data marts on-the-fly such as handling the load of extension attributes and how to dynamically alter the structure of an OLAP cube using C#.

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Automating deployments with the SQL Compare command line

- by Jonathan Hickford

In my previous article, “Five Tips to Get Your Organisation Releasing Software Frequently” I looked at how teams can automate processes to speed up release frequency. In this post, I’m looking specifically at automating deployments using the SQL Compare command line. SQL Compare compares SQL Server schemas and deploys the differences. It works very effectively in scenarios where only one deployment target is required – source and target databases are specified, compared, and a change script is automatically generated and applied. But if multiple targets exist, and pressure to increase the frequency of releases builds, this solution quickly becomes unwieldy. This is where SQL Compare’s command line comes into its own. I’ve put together a PowerShell script that loops through the Servers table and pulls out the server and database, these are then passed to sqlcompare.exe to be used as target parameters. In the example the source database is a scripts folder, a folder structure of scripted-out database objects used by both SQL Source Control and SQL Compare. The script can easily be adapted to use schema snapshots. -- Create a DeploymentTargets database and a Servers table CREATE DATABASE DeploymentTargets GO USE DeploymentTargets GO CREATE TABLE [dbo].[Servers]( [id] [int] IDENTITY(1,1) NOT NULL, [serverName] [nvarchar](50) NULL, [environment] [nvarchar](50) NULL, [databaseName] [nvarchar](50) NULL, CONSTRAINT [PK_Servers] PRIMARY KEY CLUSTERED ([id] ASC) ) GO -- Now insert your target server and database details INSERT INTO dbo.Servers ( serverName , environment , databaseName) VALUES ( N'myserverinstance' , N'myenvironment1' , N'mydb1') INSERT INTO dbo.Servers ( serverName , environment , databaseName) VALUES ( N'myserverinstance' , N'myenvironment2' , N'mydb2') Here’s the PowerShell script you can adapt for yourself as well. # We're holding the server names and database names that we want to deploy to in a database table. # We need to connect to that server to read these details $serverName = "" $databaseName = "DeploymentTargets" $authentication = "Integrated Security=SSPI" #$authentication = "User Id=xxx;PWD=xxx" # If you are using database authentication instead of Windows authentication. # Path to the scripts folder we want to deploy to the databases $scriptsPath = "SimpleTalk" # Path to SQLCompare.exe $SQLComparePath = "C:\Program Files (x86)\Red Gate\SQL Compare 10\sqlcompare.exe" # Create SQL connection string, and connection $ServerConnectionString = "Data Source=$serverName;Initial Catalog=$databaseName;$authentication" $ServerConnection = new-object system.data.SqlClient.SqlConnection($ServerConnectionString); # Create a Dataset to hold the DataTable $dataSet = new-object "System.Data.DataSet" "ServerList" # Create a query $query = "SET NOCOUNT ON;" $query += "SELECT serverName, environment, databaseName " $query += "FROM dbo.Servers; " # Create a DataAdapter to populate the DataSet with the results $dataAdapter = new-object "System.Data.SqlClient.SqlDataAdapter" ($query, $ServerConnection) $dataAdapter.Fill($dataSet) | Out-Null # Close the connection $ServerConnection.Close() # Populate the DataTable $dataTable = new-object "System.Data.DataTable" "Servers" $dataTable = $dataSet.Tables[0] #For every row in the DataTable $dataTable | FOREACH-OBJECT { "Server Name: $($_.serverName)" "Database Name: $($_.databaseName)" "Environment: $($_.environment)" # Compare the scripts folder to the database and synchronize the database to match # NB. Have set SQL Compare to abort on medium level warnings. $arguments = @("/scripts1:$($scriptsPath)", "/server2:$($_.serverName)", "/database2:$($_.databaseName)", "/AbortOnWarnings:Medium") # + @("/sync" ) # Commented out the 'sync' parameter for safety, write-host $arguments & $SQLComparePath $arguments "Exit Code: $LASTEXITCODE" # Some interesting variations # Check that every database matches a folder. # For example this might be a pre-deployment step to validate everything is at the same baseline state. # Or a post deployment script to validate the deployment worked. # An exit code of 0 means the databases are identical. # # $arguments = @("/scripts1:$($scriptsPath)", "/server2:$($_.serverName)", "/database2:$($_.databaseName)", "/Assertidentical") # Generate a report of the difference between the folder and each database. Generate a SQL update script for each database. # For example use this after the above to generate upgrade scripts for each database # Examine the warnings and the HTML diff report to understand how the script will change objects # #$arguments = @("/scripts1:$($scriptsPath)", "/server2:$($_.serverName)", "/database2:$($_.databaseName)", "/ScriptFile:update_$($_.environment+"_"+$_.databaseName).sql", "/report:update_$($_.environment+"_"+$_.databaseName).html" , "/reportType:Interactive", "/showWarnings", "/include:Identical") } It’s worth noting that the above example generates the deployment scripts dynamically. This approach should be problem-free for the vast majority of changes, but it is still good practice to review and test a pre-generated deployment script prior to deployment. An alternative approach would be to pre-generate a single deployment script using SQL Compare, and run this en masse to multiple targets programmatically using sqlcmd, or using a tool like SQL Multi Script. You can use the /ScriptFile, /report, and /showWarnings flags to generate change scripts, difference reports and any warnings. See the commented out example in the PowerShell: #$arguments = @("/scripts1:$($scriptsPath)", "/server2:$($_.serverName)", "/database2:$($_.databaseName)", "/ScriptFile:update_$($_.environment+"_"+$_.databaseName).sql", "/report:update_$($_.environment+"_"+$_.databaseName).html" , "/reportType:Interactive", "/showWarnings", "/include:Identical") There is a drawback of running a pre-generated deployment script; it assumes that a given database target hasn’t drifted from its expected state. Often there are (rightly or wrongly) many individuals within an organization who have permissions to alter the production database, and changes can therefore be made outside of the prescribed development processes. The consequence is that at deployment time, the applied script has been validated against a target that no longer represents reality. The solution here would be to add a check for drift prior to running the deployment script. This is achieved by using sqlcompare.exe to compare the target against the expected schema snapshot using the /Assertidentical flag. Should this return any differences (sqlcompare.exe Exit Code 79), a drift report is outputted instead of executing the deployment script. See the commented out example. # $arguments = @("/scripts1:$($scriptsPath)", "/server2:$($_.serverName)", "/database2:$($_.databaseName)", "/Assertidentical") Any checks and processes that should be undertaken prior to a manual deployment, should also be happen during an automated deployment. You might think about triggering backups prior to deployment – even better, automate the verification of the backup too. You can use SQL Compare’s command line interface along with PowerShell to automate multiple actions and checks that you need in your deployment process. Automation is a practical solution where multiple targets and a higher release cadence come into play. As we know, with great power comes great responsibility – responsibility to ensure that the necessary checks are made so deployments remain trouble-free. (The code sample supplied in this post automates the simple dynamic deployment case – if you are considering more advanced automation, e.g. the drift checks, script generation, deploying to large numbers of targets and backup/verification, please email me at [email protected] for further script samples or if you have further questions)

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Inside Red Gate - Project teams

- by Simon Cooper

Within each division in Red Gate, development effort is structured around one or more project teams; currently, each division contains 2-3 separate teams. These are self contained units responsible for a particular development project. Project team structure The typical size of a development team varies, but is normally around 4-7 people - one project manager, two developers, one or two testers, a technical author (who is responsible for the text within the application, website content, and help documentation) and a user experience designer (who designs and prototypes the UIs) . However, team sizes can vary from 3 up to 12, depending on the division and project. As an rule, all the team sits together in the same area of the office. (Again, this is my experience of what happens. I haven't worked in the DBA division, and SQL Tools might have changed completely since I moved to .NET. As I mentioned in my previous post, each division is free to structure itself as it sees fit.) Depending on the project, and the other needs in the division, the tech author and UX designer may be shared between several projects. Generally, developers and testers work on one project at a time. If the project is a simple point release, then it might not need a UX designer at all. However, if it's a brand new product, then a UX designer and tech author will be involved right from the start. Developers, testers, and the project manager will normally stay together in the same team as they work on different projects, unless there's a good reason to split or merge teams for a particular project. Technical authors and UX designers will normally go wherever they are needed in the division, depending on what each project needs at the time. In my case, I was working with more or less the same people for over 2 years, all the way through SQL Compare 7, 8, and Schema Compare for Oracle. This helped to build a great sense of camaraderie wihin the team, and helped to form and maintain a team identity. This, in turn, meant we worked very well together, and so the final result was that much better (as well as making the work more fun). How is a project started and run? The product manager within each division collates user feedback and ideas, does lots of research, throws in a few ideas from people within the company, and then comes up with a list of what the division should work on in the next few years. This is split up into projects, and after each project is greenlit (I'll be discussing this later on) it is then assigned to a project team, as and when they become available (I'm sure there's lots of discussions and meetings at this point that I'm not aware of!). From that point, it's entirely up to the project team. Just as divisions are autonomous, project teams are also given a high degree of autonomy. All the teams in Red Gate use some sort of vaguely agile methodology; most use some variations on SCRUM, some have experimented with Kanban. Some store the project progress on a whiteboard, some use our bug tracker, others use different methods. It all depends on what the team members think will work best for them to get the best result at the end. From that point, the project proceeds as you would expect; code gets written, tests pass and fail, discussions about how to resolve various problems are had and decided upon, and out pops a new product, new point release, new internal tool, or whatever the project's goal was. The project manager ensures that everyone works together without too much bloodshed and that thrown missiles are constrained to Nerf bullets, the developers write the code, the testers ensure it actually works, and the tech author and UX designer ensure that people will be able to use the final product to solve their problem (after all, developers make lousy UI designers and technical authors). Projects in Red Gate last a relatively short amount of time; most projects are less than 6 months. The longest was 18 months. This has evolved as the company has grown, and I suspect is a side effect of the type of software Red Gate produces. As an ISV, we sell packaged software; we only get revenue when customers purchase the ready-made tools. As a result, we only get a sellable piece of software right at the end of a project. Therefore, the longer the project lasts, the more time and money has to be invested by the company before we get any revenue from it, and the riskier the project becomes. This drives the average project time down. Small project teams are the core of how Red Gate produces software, and are what the whole development effort of the company is built around. In my next post, I'll be looking at the office itself, and how all 200 of us manage to fit on two floors of a small office building.

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Self-signed certificates for a known community

- by costlow

Recently announced changes scheduled for Java 7 update 51 (January 2014) have established that the default security slider will require code signatures and the Permissions Manifest attribute. Code signatures are a common practice recommended in the industry because they help determine that the code your computer will run is the same code that the publisher created. This post is written to help users that need to use self-signed certificates without involving a public Certificate Authority. The role of self-signed certificates within a known community You may still use self-signed certificates within a known community. The difference between self-signed and purchased-from-CA is that your users must import your self-signed certificate to indicate that it is valid, whereas Certificate Authorities are already trusted by default. This works for known communities where people will trust that my certificate is mine, but does not scale widely where I cannot actually contact or know the systems that will need to trust my certificate. Public Certificate Authorities are widely trusted already because they abide by many different requirements and frequent checks. An example would be students in a university class sharing their public certificates on a mailing list or web page, employees publishing on the intranet, or a system administrator rolling certificates out to end-users. Managed machines help this because you can automate the rollout, but they are not required -- the major point simply that people will trust and import your certificate. How to distribute self-signed certificates for a known community There are several steps required to distribute a self-signed certificate to users so that they will properly trust it. These steps are: Creating a public/private key pair for signing. Exporting your public certificate for others Importing your certificate onto machines that should trust you Verify work on a different machine Creating a public/private key pair for signing Having a public/private key pair will give you the ability both to sign items yourself and issue a Certificate Signing Request (CSR) to a certificate authority. Create your public/private key pair by following the instructions for creating key pairs.Every Certificate Authority that I looked at provided similar instructions, but for the sake of cohesiveness I will include the commands that I used here: Generate the key pair.keytool -genkeypair -alias erikcostlow -keyalg EC -keysize 571 -validity 730 -keystore javakeystore_keepsecret.jks Provide a good password for this file. The alias "erikcostlow" is my name and therefore easy to remember. Substitute your name of something like "mykey." The sigalg of EC (Elliptical Curve) and keysize of 571 will give your key a good strong lifetime. All keys are set to expire. Two years or 730 days is a reasonable compromise between not-long-enough and too-long. Most public Certificate Authorities will sign something for one to five years. You will be placing your keys in javakeystore_keepsecret.jks -- this file will contain private keys and therefore should not be shared. If someone else gets these private keys, they can impersonate your signature. Please be cautious about automated cloud backup systems and private key stores. Answer all the questions. It is important to provide good answers because you will stick with them for the "-validity" days that you specified above.What is your first and last name? [Unknown]: First LastWhat is the name of your organizational unit? [Unknown]: Line of BusinessWhat is the name of your organization? [Unknown]: MyCompanyWhat is the name of your City or Locality? [Unknown]: City NameWhat is the name of your State or Province? [Unknown]: CAWhat is the two-letter country code for this unit? [Unknown]: USIs CN=First Last, OU=Line of Business, O=MyCompany, L=City, ST=CA, C=US correct? [no]: yesEnter key password for <erikcostlow> (RETURN if same as keystore password): Verify your work:keytool -list -keystore javakeystore_keepsecret.jksYou should see your new key pair. Exporting your public certificate for others Public Key Infrastructure relies on two simple concepts: the public key may be made public and the private key must be private. By exporting your public certificate, you are able to share it with others who can then import the certificate to trust you. keytool -exportcert -keystore javakeystore_keepsecret.jks -alias erikcostlow -file erikcostlow.cer To verify this, you can open the .cer file by double-clicking it on most operating systems. It should show the information that you entered during the creation prompts. This is the file that you will share with others. They will use this certificate to prove that artifacts signed by this certificate came from you. If you do not manage machines directly, place the certificate file on an area that people within the known community should trust, such as an intranet page. Import the certificate onto machines that should trust you In order to trust the certificate, people within your known network must import your certificate into their keystores. The first step is to verify that the certificate is actually yours, which can be done through any band: email, phone, in-person, etc. Known networks can usually do this Determine the right keystore: For an individual user looking to trust another, the correct file is within that user’s directory.e.g. USER_HOME\AppData\LocalLow\Sun\Java\Deployment\security\trusted.certs For system-wide installations, Java’s Certificate Authorities are in JAVA_HOMEe.g. C:\Program Files\Java\jre8\lib\security\cacerts File paths for Mac and Linux are included in the link above. Follow the instructions to import the certificate into the keystore. keytool -importcert -keystore THEKEYSTOREFROMABOVE -alias erikcostlow -file erikcostlow.cer In this case, I am still using my name for the alias because it’s easy for me to remember. You may also use an alias of your company name. Scaling distribution of the import The easiest way to apply your certificate across many machines is to just push the .certs or cacerts file onto them. When doing this, watch out for any changes that people would have made to this file on their machines. Trusted.certs: When publishing into user directories, your file will overwrite any keys that the user has added since last update. CACerts: It is best to re-run the import command with each installation rather than just overwriting the file. If you just keep the same cacerts file between upgrades, you will overwrite any CAs that have been added or removed. By re-importing, you stay up to date with changes. Verify work on a different machine Verification is a way of checking on the client machine to ensure that it properly trusts signed artifacts after you have added your signing certificate. Many people have started using deployment rule sets. You can validate the deployment rule set by: Create and sign the deployment rule set on the computer that holds the private key. Copy the deployment rule set on to the different machine where you have imported the signing certificate. Verify that the Java Control Panel’s security tab shows your deployment rule set. Verifying an individual JAR file or multiple JAR files You can test a certificate chain by using the jarsigner command. jarsigner -verify filename.jar If the output does not say "jar verified" then run the following command to see why: jarsigner -verify -verbose -certs filename.jar Check the output for the term “CertPath not validated.”

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Using SSIS to send a HTML E-Mail Message with built-in table of Counts.

- by Kevin Shyr

For the record, this can be just as easily done with a .NET class with a DLL call. The two major reasons for this ending up as a SSIS package are: There are a lot of SQL resources for maintenance, but not as many .NET developers. There is an existing automated process that links up SQL Jobs (more on that in the next post), and this is part of that process. To start, this is what the SSIS looks like: The first part of the control flow is just for the override scenario. In the Execute SQL Task, it calls a stored procedure, which already formats the result into XML by using "FOR XML PATH('Row'), ROOT(N'FieldingCounts')". The result XML string looks like this: <FieldingCounts> <Row> <CellId>M COD</CellId> <Mailed>64</Mailed> <ReMailed>210</ReMailed> <TotalMail>274</TotalMail> <EMailed>233</EMailed> <TotalSent>297</TotalSent> </Row> <Row> <CellId>M National</CellId> <Mailed>11</Mailed> <ReMailed>59</ReMailed> <TotalMail>70</TotalMail> <EMailed>90</EMailed> <TotalSent>101</TotalSent> </Row> <Row> <CellId>U COD</CellId> <Mailed>91</Mailed> <ReMailed>238</ReMailed> <TotalMail>329</TotalMail> <EMailed>291</EMailed> <TotalSent>382</TotalSent> </Row> <Row> <CellId>U National</CellId> <Mailed>63</Mailed> <ReMailed>286</ReMailed> <TotalMail>349</TotalMail> <EMailed>374</EMailed> <TotalSent>437</TotalSent> </Row> </FieldingCounts> This result is saved into an internal SSIS variable with the following settings on the General tab and the Result Set tab: Now comes the trickier part. We need to use the XML Task to format the XML string result into an HTML table, and I used Direct input XSLT And here is the code of XSLT: <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:output method="html" indent="yes"/> <xsl:template match="/ROOT"> <table border="1" cellpadding="6"> <tr> <td></td> <td>Mailed</td> <td>Re-mailed</td> <td>Total Mail (Mailed, Re-mailed)</td> <td>E-mailed</td> <td>Total Sent (Mailed, E-mailed)</td> </tr> <xsl:for-each select="FieldingCounts/Row"> <tr> <xsl:for-each select="./*"> <td> <xsl:value-of select="." /> </td> </xsl:for-each> </tr> </xsl:for-each> </table> </xsl:template> </xsl:stylesheet> Then a script task is used to send out an HTML email (as we are all painfully aware that SSIS Send Mail Task only sends plain text) Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 using System; using System.Data; using Microsoft.SqlServer.Dts.Runtime; using System.Windows.Forms; using System.Net.Mail; using System.Net; namespace ST_b829a2615e714bcfb55db0ce97be3901.csproj { [System.AddIn.AddIn("ScriptMain", Version = "1.0", Publisher = "", Description = "")] public partial class ScriptMain : Microsoft.SqlServer.Dts.Tasks.ScriptTask.VSTARTScriptObjectModelBase { #region VSTA generated code enum ScriptResults { Success = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Success, Failure = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Failure }; #endregion public void Main() { String EmailMsgBody = String.Format("<HTML><BODY><P>{0}</P><P>{1}</P></BODY></HTML>" , Dts.Variables["Config_SMTP_MessageSourceText"].Value.ToString() , Dts.Variables["InternalStr_CountResultAfterXSLT"].Value.ToString()); MailMessage EmailCountMsg = new MailMessage(Dts.Variables["Config_SMTP_From"].Value.ToString().Replace(";", ",") , Dts.Variables["Config_SMTP_Success_To"].Value.ToString().Replace(";", ",") , Dts.Variables["Config_SMTP_SubjectLinePrefix"].Value.ToString() + " " + Dts.Variables["InternalStr_FieldingDate"].Value.ToString() , EmailMsgBody); //EmailCountMsg.From. EmailCountMsg.CC.Add(Dts.Variables["Config_SMTP_Success_CC"].Value.ToString().Replace(";", ",")); EmailCountMsg.IsBodyHtml = true; SmtpClient SMTPForCount = new SmtpClient(Dts.Variables["Config_SMTP_ServerAddress"].Value.ToString()); SMTPForCount.Credentials = CredentialCache.DefaultNetworkCredentials; SMTPForCount.Send(EmailCountMsg); Dts.TaskResult = (int)ScriptResults.Success; } } } Note on this code: notice the email list has Replace(";", ","). This is only here because the list is configurable in the SQL Job Step at Set Values, which does not react well with colons as email separator, but system.Net.Mail only handles comma as email separator, hence the extra replace in the string. The result is a nicely formatted email message with count information:

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MCM Lab exam this week

- by Rob Farley

In two days I’ll’ve finished the MCM Lab exam, 88-971. If you do an internet search for 88-971, it’ll tell you the answer is –883. Obviously. It’ll also give you a link to the actual exam page, which is useful too, once you’ve finished being distracted by the calculator instead of going to the thing you’re actually looking for. (Do people actually search the internet for the results of mathematical questions? Really?) The list of Skills Measured for this exam is quite short, but can essentially be broken down into one word “Anything”. The Preparation Materials section is even better. Classroom Training – none available. Microsoft E-Learning – none available. Microsoft Press Books – none available. Practice Tests – none available. But there are links to Readiness Videos and a page which has no resources listed, but tells you a list of people who have already qualified. Three in Australia who have MCM SQL Server 2008 so far. The list doesn’t include some of the latest batch, such as Jason Strate or Tom LaRock. I’ve used SQL Server for almost 15 years. During that time I’ve been awarded SQL Server MVP seven times, but the MVP award doesn’t actually mean all that much when considering this particular certification. I know lots of MVPs who have tried this particular exam and failed – including Jason and Tom. Right now, I have no idea whether I’ll pass or not. People tell me I’ll pass no problem, but I honestly have no idea. There’s something about that “Anything” aspect that worries me. I keep looking at the list of things in the Readiness Videos, and think to myself “I’m comfortable with Resource Governor (or whatever) – that should be fine.” Except that then I feel like I maybe don’t know all the different things that can go wrong with Resource Governor (or whatever), and I wonder what kind of situations I’ll be faced with. And then I find myself looking through the stuff that’s explained in the videos, and wondering what kinds of things I should know that I don’t, and then I get amazingly bored and frustrated (after all, I tell people that these exams aren’t supposed to be studied for – you’ve been studying for the last 15 years, right?), and I figure “What’s the worst that can happen? A fail?” I’m told that the exam provides a list of scenarios (maybe 14 of them?) and you have 5.5 hours to complete them. When I say “complete”, I mean complete – you don’t get to leave them unfinished, that’ll get you ‘nil points’ for that scenario. Apparently no-one gets to complete all of them. Now, I’m a consultant. I get called on to fix the problems that people have on their SQL boxes. Sometimes this involves fixing corruption. Sometimes it’s figuring out some performance problem. Sometimes it’s as straight forward as getting past a full transaction log; sometimes it’s as tricky as recovering a database that has lost its metadata, without backups. Most situations aren’t a problem, but I also have the confidence of being able to do internet searches to verify my maths (in case I forget it’s –883). In the exam, I’ll have maybe twenty minutes per scenario (but if I need longer, I’ll have to take longer – no point in stopping half way if it takes more than twenty minutes, unless I don’t see an end coming up), so I’ll have time constraints too. And of course, I won’t have any of my usual tools. I can’t take scripts in, I can’t take staff members. Hopefully I can use the coffee machine that will be in the room. I figure it’s going to feel like one of those days when I’ve gone into a client site, and found that the problems are way worse than I expected, and that the site is down, with people standing over me needing me to get things right first time... ...so it should be fine, I’ve done that before. :) If I do fail, it won’t make me any less of a consultant. It won’t make me any less able to help all of my clients (including you if you get in touch – hehe), it’ll just mean that the particular problem might’ve taken me more than the twenty minutes that the exam gave me. @rob_farley PS: Apparently the done thing is to NOT advertise that you’re sitting the exam at a particular time, only that you’re expecting to take it at some point in the future. I think it’s akin to the idea of not telling people you’re pregnant for the first few months – it’s just in case the worst happens. Personally, I’m happy to tell you all that I’m going to take this exam the day after tomorrow (which is the 19th in the US, the 20th here). If I end up failing, you can all commiserate and tell me that I’m not actually as unqualified as I feel.

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Integration Patterns with Azure Service Bus Relay, Part 2: Anonymous full-trust .NET consumer

- by Elton Stoneman

This is the second in the IPASBR series, see also: Integration Patterns with Azure Service Bus Relay, Part 1: Exposing the on-premise service Part 2 is nice and easy. From Part 1 we exposed our service over the Azure Service Bus Relay using the netTcpRelayBinding and verified we could set up our network to listen for relayed messages. Assuming we want to consume that service in .NET from an environment which is fairly unrestricted for us, but quite restricted for attackers, we can use netTcpRelay and shared secret authentication. Pattern applicability This is a good fit for scenarios where: the consumer can run .NET in full trust the environment does not restrict use of external DLLs the runtime environment is secure enough to keep shared secrets the service does not need to know who is consuming it the service does not need to know who the end-user is So for example, the consumer is an ASP.NET website sitting in a cloud VM or Azure worker role, where we can keep the shared secret in web.config and we don't need to flow any identity through to the on-premise service. The service doesn't care who the consumer or end-user is - say it's a reference data service that provides a list of vehicle manufacturers. Provided you can authenticate with ACS and have access to Service Bus endpoint, you can use the service and it doesn't care who you are. In this post, we’ll consume the service from Part 1 in ASP.NET using netTcpRelay. The code for Part 2 (+ Part 1) is on GitHub here: IPASBR Part 2 Authenticating and authorizing with ACS In this scenario the consumer is a server in a controlled environment, so we can use a shared secret to authenticate with ACS, assuming that there is governance around the environment and the codebase which will prevent the identity being compromised. From the provider's side, we will create a dedicated service identity for this consumer, so we can lock down their permissions. The provider controls the identity, so the consumer's rights can be revoked. We'll add a new service identity for the namespace in ACS , just as we did for the serviceProvider identity in Part 1. I've named the identity fullTrustConsumer. We then need to add a rule to map the incoming identity claim to an outgoing authorization claim that allows the identity to send messages to Service Bus (see Part 1 for a walkthrough creating Service Idenitities): Issuer: Access Control Service Input claim type: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier Input claim value: fullTrustConsumer Output claim type: net.windows.servicebus.action Output claim value: Send This sets up a service identity which can send messages into Service Bus, but cannot register itself as a listener, or manage the namespace. Adding a Service Reference The Part 2 sample client code is ready to go, but if you want to replicate the steps, you’re going to add a WSDL reference, add a reference to Microsoft.ServiceBus and sort out the ServiceModel config. In Part 1 we exposed metadata for our service, so we can browse to the WSDL locally at: http://localhost/Sixeyed.Ipasbr.Services/FormatService.svc?wsdl If you add a Service Reference to that in a new project you'll get a confused config section with a customBinding, and a set of unrecognized policy assertions in the namespace http://schemas.microsoft.com/netservices/2009/05/servicebus/connect. If you NuGet the ASB package (“windowsazure.servicebus”) first and add the service reference - you'll get the same messy config. Either way, the WSDL should have downloaded and you should have the proxy code generated. You can delete the customBinding entries and copy your config from the service's web.config (this is already done in the sample project in Sixeyed.Ipasbr.NetTcpClient), specifying details for the client: <client> <endpoint address="sb://sixeyed-ipasbr.servicebus.windows.net/net" behaviorConfiguration="SharedSecret" binding="netTcpRelayBinding" contract="FormatService.IFormatService" /> </client> <behaviors> <endpointBehaviors> <behavior name="SharedSecret"> <transportClientEndpointBehavior credentialType="SharedSecret"> <clientCredentials> <sharedSecret issuerName="fullTrustConsumer" issuerSecret="E3feJSMuyGGXksJi2g2bRY5/Bpd2ll5Eb+1FgQrXIqo="/> </clientCredentials> </transportClientEndpointBehavior> </behavior> </endpointBehaviors> </behaviors> The proxy is straight WCF territory, and the same client can run against Azure Service Bus through any relay binding, or directly to the local network service using any WCF binding - the contract is exactly the same. The code is simple, standard WCF stuff: using (var client = new FormatService.FormatServiceClient()) { outputString = client.ReverseString(inputString); } Running the sample First, update Solution Items\AzureConnectionDetails.xml with your service bus namespace, and your service identity credentials for the netTcpClient and the provider:  <netTcpClient identityName="fullTrustConsumer" symmetricKey="E3feJSMuyGGXksJi2g2bRY5/Bpd2ll5Eb+1FgQrXIqo="/> Then rebuild the solution and verify the unit tests work. If they’re green, your service is listening through Azure. Check out the client by navigating to http://localhost:53835/Sixeyed.Ipasbr.NetTcpClient. Enter a string and hit Go! - your string will be reversed by your on-premise service, routed through Azure: Using shared secret client credentials in this way means ACS is the identity provider for your service, and the claim which allows Send access to Service Bus is consumed by Service Bus. None of the authentication details make it through to your service, so your service is not aware who the consumer is (MSDN calls this "anonymous authentication").

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People, Process & Engagement: WebCenter Partner Keste

- by Michael Snow

v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Within the WebCenter group here at Oracle, discussions about people, process and engagement cross over many vertical industries and products. Amidst our growing partner ecosystem, the community provides us insight into great customer use cases every day. Such is the case with our partner, Keste, who provides us a guest post on our blog today with an overview of their innovative solution for a customer in the transportation industry. Keste is an Oracle software solutions and development company headquartered in Dallas, Texas. As a Platinum member of the Oracle® PartnerNetwork, Keste designs, develops and deploys custom solutions that automate complex business processes. Seamless Customer Self-Service Experience in the Trucking Industry with Oracle WebCenter Portal Keste, Oracle Platinum Partner Customer Overview Omnitracs, Inc., a Qualcomm company provides mobility solutions for trucking fleets to companies in the transportation industry. Omnitracs’ mobility services include basic communications such as text as well as advanced monitoring services such as GPS tracking, temperature tracking of perishable goods, load tracking and weighting distribution, and many others. Customer Business Needs Already the leading provider of mobility solutions for large trucking fleets, they chose to target smaller trucking fleets as new customers. However their existing high-touch customer support method would not be a cost effective or scalable method to manage and service these smaller customers. Omnitracs needed to provide several self-service features to make customer support more scalable while keeping customer satisfaction levels high and the costs manageable. The solution also had to be very intuitive and easy to use. The systems that Omnitracs sells to these trucking customers require professional installation and smaller customers need to track and schedule the installation. Information captured in Oracle eBusiness Suite needed to be readily available for new customers to track these purchases and delivery details. Omnitracs wanted a high impact User Interface to significantly improve customer experience with the ability to integrate with EBS, provisioning systems as well as CRM systems that were already implemented. Omnitracs also wanted to build an architecture platform that could potentially be extended to other Portals. Omnitracs’ stated goal was to deliver an “eBay-like” or “Amazon-like” experience for all of their customers so that they could reach a much broader market beyond their large company customer base. Solution Overview In order to manage the increased complexity, the growing support needs of global customers and improve overall product time-to-market in a cost-effective manner, IT began to deliver a self-service model. This self service model not only transformed numerous business processes but is also allowing the business to keep up with the growing demands of the (internal and external) customers. This solution was a customer service Portal that provided self service capabilities for large and small customers alike for Activation of mobility products, managing add-on applications for the devices (much like the Apple App Store), transferring services when trucks are sold to other companies as well as deactivation all without the involvement of a call service agent or sending multiple emails to different Omnitracs contacts. This is a conceptual view of the Customer Portal showing the details of the components that make up the solution. 12.00 The portal application for transactions was entirely built using ADF 11g R2. Omnitracs’ business had a pressing requirement to have a portal available 24/7 for its customers. Since there were interactions with EBS in the back-end, the downtimes on the EBS would negate this availability. Omnitracs devised a decoupling strategy at the database side for the EBS data. The decoupling of the database was done using Oracle Data Guard and completely insulated the solution from any eBusiness Suite down time. The customer has no knowledge whether eBS is running or not. Here are two sample screenshots of the portal application built in Oracle ADF. Customer Benefits The Customer Portal not only provided the scalability to grow the business but also provided the seamless integration with other disparate applications. Some of the key benefits are: Improved Customer Experience: With a modern look and feel and a Portal that has the aspects of an App Store, the customer experience was significantly improved. Page response times went from several seconds to sub-second for all of the pages. Enabled new product launches: After successfully dominating the large fleet market, Omnitracs now has a scalable solution to sell and manage smaller fleet customers giving them a huge advantage over their nearest competitors. Dozens of new customers have been acquired via this portal through an onboarding process that now takes minutes Seamless Integrations Improves Customer Support: ADF 11gR2 allowed Omnitracs to bring a diverse list of applications into one integrated solution. This provided a seamless experience for customers to route them from Marketing focused application to a customer-oriented portal. Internally, it also allowed Sales Representatives to have an integrated flow for taking a prospect through the various steps to onboard them as a customer. Key integrations included: Unity Core Salesforce.com Merchant e-Solution for credit card Custom Omnitracs Applications like CUPS and AUTO Security utilizing OID and OVD Back end integration with EBS (Data Guard) and iQ Database Business Impact Significant business impacts were realized through the launch of customer portal. It not only allows the business to push through in underserved segments, but also reduces the time it needs to spend on customer support—allowing the business to focus more on sales and identifying the market for new products. Some of the Immediate Benefits are The entire onboarding process is now completely automated and now completes in minutes. This represents an 85% productivity improvement over their previous processes. And it was 160 times faster! With the success of this self-service solution, the business is now targeting about 3X customer growth in the next five years. This represents a tripling of their overall customer base and significant downstream revenue for the ongoing services. 90%+ improvement of customer onboarding and management process by utilizing, single sign on integration using OID/OAM solution, performance improvements and new self-service functionality Unified login for all Customers, Partners and Internal Users enables login to a common portal and seamless access to all other integrated applications targeted at the respective audience Significantly improved customer experience with a better look and feel with a more user experience focused Portal screens. Helped sales of the new product by having an easy way of ordering and activating the product. Data Guard helped increase availability of the Portal to 99%+ and make it independent of EBS downtime. This gave customers the feel of high availability of the portal application. Some of the anticipated longer term Benefits are: Platform that can be leveraged to launch any new product introduction and enable all product teams to reach new customers and new markets Easy integration with content management to allow business owners more control of the product catalog Overall reduced TCO with standardization of the Oracle platform Managed IT support cost savings through optimization of technology skills needed to support and modify this solution ------------------------------------------------------------ 12.00 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 -"/ /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-family:"Times New Roman","serif";}

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

- by Tanu Sood

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

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Oracle Tutor: Top 10 to Implement Sustainable Policies and Procedures

- by emily.chorba(at)oracle.com

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

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Example: Controlling randomizer using code contracts

- by DigiMortal

One cool addition to Visual Studio 2010 is support for code contracts. Code contracts make sure that all conditions under what method is supposed to run correctly are met. Those who are familiar with unit tests will find code contracts easy to use. In this posting I will show you simple example about static contract checking (example solution is included). To try out code contracts you need at least Visual Studio 2010 Standard Edition. Also you need code contracts package. You can download package from DevLabs Code Contracts page. NB! Speakers, you can use the example solution in your presentations as long as you mention me and this blog in your sessions. Solution has readme.txt file that gives you steps to go through when presenting solution in sessions. This blog posting is companion posting for Visual Studio solution referred below. As an example let’s look at the following class. public class Randomizer { public static int GetRandomFromRange(int min, int max) { var rnd = new Random(); return rnd.Next(min, max); } public static int GetRandomFromRangeContracted(int min, int max) { Contract.Requires(min < max, "Min must be less than max"); var rnd = new Random(); return rnd.Next(min, max); } } GetRandomFromRange() method returns results without any checking. GetRandomFromRangeContracted() uses one code contract that makes sure that minimum value is less than maximum value. Now let’s run the following code. class Program { static void Main(string[] args) { var random1 = Randomizer.GetRandomFromRange(0, 9); Console.WriteLine("Random 1: " + random1); var random2 = Randomizer.GetRandomFromRange(1, 1); Console.WriteLine("Random 2: " + random2); var random3 = Randomizer.GetRandomFromRangeContracted(5, 5); Console.WriteLine("Random 3: " + random3); Console.WriteLine(" "); Console.WriteLine("Press any key to exit ..."); Console.ReadKey(); } } As we have not turned on support for code contracts the code runs without any problems and we get no warnings by Visual Studio that something is wrong. Now let’s turn on static checking for code contracts. As you can see then code still compiles without any errors but Visual Studio warns you about possible problems with contracts. Click on image to see it at original size. When we open Error list and run our application we get the following output to errors list. Note that these messages are not shown immediately. There is little delay between application starting and appearance of these messages. So wait couple of seconds before going out of your mind. Click on image to see it at original size. If you look at these warnings you can see that warnings show you illegal calls and also contracts against what they are going. Third warning points to GetRandomFromRange() method and shows that there should be also problem that can be detected by contract. Download Code Contracts example VS2010 solution | 30KB

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Free Document/Content Management System Using SharePoint 2010

- by KunaalKapoor

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

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5 Best Practices - Laying the Foundation for WebCenter Projects

- by Kellsey Ruppel

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

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Process Centric Banking: Loan Origination Solution

- by Manish Palaparthy

There is an old proverb that goes, "The difference between theory and practice is greater in practice than in theory". So, we keep doing numerous "Proof of Concepts" with our own products on various business cases to analyze them deeply, understand and explain to our customers. We then present our learnings as they happened. The awareness of each PoC should help readers increase the trustworthiness of the results coming out of these PoCs. I present one such PoC where we invested a lot of time&effort. Process Centric Banking : Loan Origination Solution Loan Origination is a process by which a borrower applies for a new loan and the lender processes that application. Loan origination includes the series of steps taken by the bank from the point the customer shows interest in a loan product all the way to disbursal of funds. The Loan Origination process is relevant for many kind of lenders in Financial services: Banks, Credit Unions, NBFCs(Non Banking Financial Companies) and so on. For simplicity sake, I will use "Bank" as the lending institution in the rest of my article. Loan Origination is one of the core processes for Banks as it is the process by which the it creates assets against which the Institution earns most of its profits from. A well tuned loan origination process can affect the Bank in many positive ways. Banks have always shown great interest in automating the loan origination process for the above reason. However, due the constant changes in customer environment, market dynamics, prevailing economic conditions, cost pressures & regulatory environment they run into lot of challenges. Let me categorize some of these challenges for you Customer Environment Multiple Channels: Customer can use any of the available channels (Internet Banking, Email, Fax, Branch, Phone Banking, ATM, Broker, Mobile, Snail Mail) to perform all or some of the activities related to her Visibility into the origination process: Expect immediate update on the status of loan processing & alert messages Reduced Turn Around Time: Expect loans to be processed with least turn around time Reduced loan processing fees: Partly due to market dynamics the customer expects the loan processing fee to be negligible Market Dynamics Competitive environment: The competition keeps creating many variants of loan products to attract customers, the bank needs to create similar product variants with better offers to attract customers or keep existing ones Ability to migrate loans from one vendor to another: It has become really easy for retail customers to move from one bank to the other given the low fee of loan processing and highly attractive offers. How does the bank protect it's customer base while actively engaging with potential customers banking with competitor banks Flexibility to react to market developments: Market development greatly influence loan processing, underwriting, asset valuation, risk mitigation rules. Can the bank modify rules and policies, the idea is not just to react to market developments but to pro-actively manage new developments Economic conditions Constant change in various rates and their implications on the rates and rules applied when on-boarding a loan: How quickly can the bank apply changes to rates offered to customers when the central bank changes various rates Requirements of Audit by the central banker: Tough economic conditions have demanded much more stringent audit rules and tests. The banks needs to produce ready reports(historic & operational) for audit compliance Risk Mitigation: While risk mitigation has always been a key concern for the bank, this is the area where the bank's underwriters & risk analysts spend the maximum time when processing a loan application. In order to reduce TAT the bank cannot compromise on its risk mitigation strategies Cost pressures Reduce Cost of processing per application: To deliver a reduced loan processing fee to the customer, the bank needs to keep its cost per processing loan application low. Meet customer TAT expectations while reducing the queues and the systems being used to process the loan application: The loan application could potentially be spending a lot of time waiting in the queue for further processing. Different volumes & patterns of applications demand different queuing algorithms. The bank needs to have real-time visibility into these queues and have the flexibility to change queuing algorithms at runtime Increase the use of electronic communication and reduce the branch channel usage: Lesser automation leads not only leads to Increased turn around time, it also impacts more costs to reach out to customers The objective of our PoC was to implement a Loan Origination Solution whose ownership lies with the bank and effectively meet the challenges listed above. We built a simple story board for the solution We then went about implementing our storyboard using Oracle BPM Suite, Webcenter Content : Imaging. The web UI has been built on ADF technolgies, while the integration with core-services has been implemented using the underlying SOA infrastructure. The BPM process model is quite exhaustive can meet all the challenges listed above to reasonable degree. A bank intending to implement an end-to-end Loan Origination Solution has multiple options at it's disposal. It can Develop a customer Loan Origination Application from scratch: Gives maximum opportunity to build what you want but inflexible to upgrade and maintain. Higher TCO in long term Buy a Packaged application & customize it: Customizing a generic loan application can be tedious and prove as difficult as above. Build it using many disparate & un-integrated tools: Initially seems easier than developing from scratch. But, without integrated tool sets this is not a viable approach either or A solution based on a Framework: Independent Services and Business Process Modeling provide decoupled architecture that is flexible. We built this framework end-to-end with processes the core process of loan origination & several sub-processes such as Analyse and define customer needs, customer credit verification, identity check processes, legal review process, New customer registration & risk assessment.

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