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  • Upgrading Oracle Siebel CRM Application Without Downtime

    - by Doug Reid
    Oracle’s Siebel Customer Relationship Management (CRM) software helps organizations differentiate their businesses to achieve top- and bottom-line growth. Siebel CRM delivers comprehensive solutions that are tailored to more than 20 different industries. As Siebel CRM implementations have evolved into mission critical, operational business processes that must operate 24/7, companies are finding it increasingly difficult to afford the downtime typically required to perform an in-place upgrade. Without these upgrades, businesses loose out on critical new features and functionality. With Oracle GoldenGate, customers don’t have to choose between upgrades and outages. Oracle GoldenGate allows Siebel CRM customers to perform upgrades with zero downtime. Now Siebel customers can always take advantages of the latest innovations in customer relationship management without having to worry about potential lost revenue due to downtime. Oracle GoldenGate provides three different deployment models for Siebel CRM zero downtime upgrades that are designed to meet differing customer requirements. These range from a basic unidirectional model, which is designed to work out-of-the-box, to the most sophisticated active-active model for phased migrations. If you have mission-critical Siebel CRM implementations I recommend that you watch the screencast below to learn how you can begin taking advantage of all the latest Siebel enhancements without having any downtime. This screencast is also available on Oracle Media Network and Oracle's YouTube channel. For even more details I recommend reading the whitepaper Upgrading Siebel CRM with Zero Downtime .

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  • Customize MS dynamic CRM entity in visua studio 2008

    - by Lalit
    Hi, I have installed the MS dynamic CRM on my windows server 2003. I want to add the javascript to the one of entity that has drop down control. let say Opportunity entity. But I don't know how to open the CRM in visual studio so that i can make changes. I have installed CRM explorer as well as Install the CRM Solution Framework(under folder\CRMSolutionFrameworkTemplate\Setup.cmd) Using command prompt to install: Setup.cmd {InstallDir} {ProjectName} {Project Long Name} {Organization Name} How to make the chanes, how to get the CRM in VS for edit. While opening the soution from "C:\Projects\MyCrmSolution\SourceCode\MyCrmSolution" It giving error as :"Mcrosoft.sourceanalysis.target not found error so it can not open the solution". please guide I am new in this stuff....

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  • Consumer Electronics Show (CES) Summit:Best Practices in Transforming Channels and Partnerships

    - by charles.knapp
    Expanding consumer demand is driving the entire high technology industry, accompanied by product lifecycles as short as a few months, continued pricing and promotion pressures, and increased globalization. Unifying global channel management, operations, and execution flow will increase efficiency and growth. IT can help, but one must think beyond generic ERP and CRM. Please join Oracle and IBM at the Bellagio Hotel in Las Vegas, Wednesday January 5, 1-7 pm. Learn from IBM, VTech, Plantronics, Cisco, Symantec and Oracle High Tech Product Strategy how to improve:Channel sales, marketing, and operations management - enhance NPI, sales, forecasts, training, promotion planning, execution and settlement Winning the deal - determining the right price for the right deal for the "perfect quote", capturing the order and order management Collaborative and rapid supply chain planning - improve agility, inventory turns, and profits Register now for this FREE event. We hope you'll join us for our Oracle High Technology CES Summit and networking reception with your peers.

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  • Oracle’s Visual CRM Solution

    Visual CRM adds the powerful visualization and document centric collaboration capabilities of Oracle’s AutoVue to Oracle’s best-in-class CRM solutions. By introducing a visual aspect to call center, field service, and ordering processes, Visual CRM helps teams provide faster responses to customer issues, optimize field service performance, and shorten ordering cycles while minimizing order errors.With Visual CRM, organizations can achieve improved customer service levels and field service operations which help drive margin, top line revenue, and customer retention.

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  • Pricing: Meet or Beat?

    - by charles.knapp
    My home dishwasher started making some really interesting noises. It was time to shop. I heard radio advertisements from two retailers who promised to meet any competitor's price. Then, another retailer promised that their everyday prices beat their competitors. That got me to thinking about the power of pricing and promotions in the marketing mix (product, price, placement, promotions, and people). What is more powerful to say in a competitive market: your company will meet a similar offer, or your company will beat the others? Will you sell more if you meet or if you beat? I found that the retailer who promised to beat the others really had the best everyday pricing. I was close to making a purchase. Then, another retailer had an exclusive promotional sale for long-term customers. Their loyalty promotion beat the best everyday discounter. So, I got the quality and performance I wanted at a tremendous price. So, I have two challenges for marketers. First, where you really have to compete on price as a dominant factor, give people strong reasons to do business with you. If you try to meet other's prices, make the leap to actually beat and not merely meet competitor prices. Second, upgrade your firm's capabilities where needed. Oracle offers a complete range of great CRM capabilities for loyalty management, marketing promotions, and pricing management that will help you to grow your business.

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  • Webcast su Fusion CRM – il primo appuntamento è adesso on demand!

    - by Silvia Valgoi
    Se non hai potuto seguire il webcast su Fusion CRM (in italiano!) o se lo vuoi rivedere, ecco qui il link. Il webcast rappresenta il primo appuntamento dedicato ad approfondire le novità di Fusion CRM, il nuovo standard per gestire Vendite e Marketing e per scoprire in che modo una revisione dei processi commerciali possa garantire produttività del team di vendita ed una efficace integrazione con i processi di marketing. Il prossimo appuntamento è per il 3 luglio sempre alle 12:00. In quell’occasione ci si focalizzerà più su un modulo specifico di Fusion CRM: Oracle Fusion Territory Management che rappresenta la più completa soluzione per la gestiore dei territori e delle aree. Registrati qui. Non perdere l’ultimo appuntamento prima delle vacanze!

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  • Outlook Plug-In for custom CRM

    - by Optimal Solutions
    I would like to write a plug-in that will allow a custom written CRM to read and write to their local Outlook client. I know that this poses a security concern. But, my clients are asking that their CRM "be connected" to Outlook. They would like to be able to do the following: A) When a contact sends them an email (reply or free standing email), they'd like the details of this email to go INTO the CRM. Yep. They would like me to save the body, time and date it was sent, etc. B) They want to be able to send new emails (or replies to existing emails) from within the CRM itself. Basically, "a form that looks like Outlook's send/reply email form". C) Want the ability to search for contacts and the related emails with a search for tags/keywords facility. (i.e. if a product name or code appears in an email then they want the email returned in the search). D) Having performed a search of many contacts, they will want to prepare a mailer and shoot out some sort of email announcement to their qualified leads. This could be 50, 100, or more persons. So its got to be able to allow bulk mailing. E) Given a list of new prospects, that arent currently contacts in the CRM, they will want to do the same and if they get replies from this mailer to the prospects, the will want the replies to be saved in the DB and contacts be inserted into the DB. F) They would like to be able to utilize the calendar and task list facilities of Outlook from the CRM, as well. More or less, they want this pretty basic (as it is today) CRM that I created to integrate with Outlook and have it do so seamlessly as if it was an add-on to the CRM. A plug-in is what I am thinking... But, I dont know where to begin. My environment is Windows XP/Vista and is going to be ASP.NET and I am going to use the VB.NET language to accomplish this. What do I need? Are there resources out there that can describe how to build a plug-in to Outlook as I have been asked to? This is not Exchange, none of the clients use exchange (not so far). They all run Outlook. Mostly 2003. Most clients are XP right now but some are upgrading to Vista. For some reason I cant seem to wrap my head around this. I think the whole security issue is thwarting my ability to see past what is probably a simple thing. The client doesnt want to be prompted by any security messages asking them if they are sure they want to send 382 emails to their contacts. Not once and certainly not 382 times. Where do I begin? I've searched the internet for similar but mainly what I found are already-written products and I've got to write this from scratch.

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  • Apache2, PHP 5.2.8 Working - CRM Install Wizard Doesn't See the PHP Version

    - by nicorellius
    The Apache2 server and PHP version seem to be in order, but when I launch the CRM installer at http://localhost/<CRM dir>/install.php The wizard says I need a minimum of PHP 5.1 and preferably PHP 5.2.x. The thing is, I am running PHP 5.2.8, and I know this from running php --version Plus, I spent a bunch of time learning how and (I thought, successfully) compiling PHP 5.2.8. It is quite likely I screwed up and don't have some libraries I need, but I'm not sure where to look first. Thanks in advance.

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  • ADFS 2.0 and CRM 2011 IFD - Error 403 when being redirected

    - by JohnThePro
    I'm not sure what happened here, but let me give you the rundown. I have a CRM 2011 IFD that by all accounts was functioning. Out of nowhere, I find that when being redirected to ADFS 2.0 login page by CRM, instead of seeing the login page, I get the following error: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. I'm not sure what is going on here. The certs are good, as best as I can tell, the logins are good. More specifically, nothing has been modified. This all worked just fine, and now it doesn't. I'm really stumped.

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  • Big Success for the 2012 edition of the Oracle EMEA Cloud CRM Partner Community Forum!

    - by Richard Lefebvre
    The 2012 edition of the Oracle EMEA Cloud Partner Community Forum took place on march 28&29 in Madrid. 100 participants from all over Europe had a chance to interact with the Oracle Cloud CRM Product Management team about multiple subjects such as Oracle Cloud CRM and Social Network solutions strategy, RightNow acquisition, Fusion CRM Business opportunities for partners, etc. During his opening keynote, Anthony Lye (Oracle Senior Vice-President and head of Oracle CRM) presented the current Fusion CRM business status, disclosed the overall Oracle CRM product strategy and responded to many questions from the audience. Later on that day, 8 Oracle ISV's presented their Oracle Cloud CRM add-on's and highlighted the value that System Integrators can benefit from as part of a Cloud CRM project. After a very friendly networking diner in a Spanish restaurant, the second day was dedicated to Fusion CRM, with a deeper dive into its major components (Sales, Sales Planning, Marketing) including the Fusion Composers. Briefings on Oracle Consulting Services Fusion CRM dedicated offerings and Fusion CRM Partner Programs concluded the day and the event. All participants rated the event as "good" to "Excellent" and mentioned that it was meaningful for them to plan their Oracle Cloud CRM based business in the near future. We look forward to organise a similar event next year and to welcome even more partners! Richard Lefebvre

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  • IT User Adoption Survey - UPK Users we need YOU!

    - by user708585
    Oracle UPK is teaming with Neochange, a recognized user adoption leader, to produce the 4th IT Adoption Insight Report Complete the following survey for a chance to win an Apple IPad!* Help develop insight into the challenges and trends occurring in IT Adoption by participating in the 2012 survey. The information gathered is used to prepare the 2012 IT Adoption Insight Report, used by industry leaders to understand challenges and trends in IT Adoption. This year the report focuses on understanding the business impact of various end-user strategies and adoption barriers. This survey should take no more than 15 minutes of your time and each participant will receive a complimentary copy of the report: https://www.surveymonkey.com/s/2012_Adoption_Insight_Report To view the prior report: IT Adoption Insight Report Thank you in advance for your participation! *One Apple iPad will be given away to a randomly selected survey participant who completes the survey by January 15, 2012. The winner will be notified by email by January 31, 2012.

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  • Will Python 3.0's backwards-incompatibility affect adoption?

    - by George Stocker
    I visited Slashdot this morning to find out that Python 3.0 has been released. I know C# and Perl, but have wanted to learn Python for some time, especially after I saw its ease of use to create useful tools, not to mention its use in game scripting. My question is, how does the intentionally backwards-incompatible release of Python 3.0 affect adoption, and should I learn Python 2? Or should I take the dive and learn Python 3.0 first, and wait for the libraries to be ported?

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  • Luke Skywalker’s Adoption [Video]

    - by Jason Fitzpatrick
    How precisely did Luke Skywalker come to be secreted away on Tatooine? In this clip we see Luke Skywalker’s uncle Owen is entirely uncertain about Obi Wan’s plan for leaving Luke in his care. Luke Skywalker’s Adoption 6 Start Menu Replacements for Windows 8 What Is the Purpose of the “Do Not Cover This Hole” Hole on Hard Drives? How To Log Into The Desktop, Add a Start Menu, and Disable Hot Corners in Windows 8

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  • Enable Seamless Transformation and Effective Adoption of Change with Oracle User Productivity Kit

    Organizations go through continuous transformation and change - whether it is through mergers and acquisitions, standardizations of systems, a rollout of a new application or business process improvements. With Oracle User Productivity Kit, project teams can capture and deploy best practices to streamline efficiency, reduce cost, and ensure successful change adoption. Discover how organizations can leverage the multiple outputs of Oracle UPK for all phases of the project from blueprinting/design/configuration to testing/training/go-live as well as maintenance and support.

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  • CRM on Demand Marketing (ODM) Training for Partners - Munich - Dec 14-16th, 2011

    - by Richard Lefebvre
    We are pleased to inform you that we will be conducting a CRM on Demand Marketing (ODM) training workshop for EMEA Partners on December 14th - 16th in Munich (Germany). This 2.5-day Instructor lead course will be focusing on preparing Oracle CRM on Demand Practitioners and Clients to implement and operationalize ODM. The course will be consisting of 2 main tracks: Marketing User Product Specialist The course will be limited to 50 participants (with a maximum of 3 attendees per Partner Company). For detailed information and registration link, please refer to the invitation which will be sent shortly to the EMEA CRM on Demand Partners community or contact [email protected]. To join the EMEA CRM on Demand Partners community, follow this link:www.oracle.com/partners/goto/crm-saas-emea

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  • Microsoft offre 30 jours d'essai gratuit à Dynamics CRM Online pour marquer son « retour en force » dans les CRM

    Dynamics CRM Online : le retour en force du CRM de Microsoft Microsoft propose une version d'essai gratuite de 30 jours Les TechDays 2011 ont été l'occasion pour Développez.com de retrouver Sophie Jacquet, Chef de produit Microsoft, pour faire le point sur Dynamics CRM. Microsoft Dynamics CRM s'offre en effet une nouvelle jeunesse avec la sortie de sa version 2011 et surtout une version SaaS, baptisée « Dynamics CRM Online », lancée avant la version sur site. Une chronologie qui confirme le virage stratégique Cloud Computing pris par Microsoft et affiché lors de ces TechDays. Destinée à améliorer la productivité des services commerciaux, la nouvelle versio...

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  • April Edition of the Oracle E-Business CRM Support Newsletter Available

    - by Oracle_EBS
    The April Edition of the Oracle E-Business Customer Relationship Management (CRM) Support Newsletter Document ID  1320611.1 is now available on My Oracle Support. Highlights of the April Edition include: Upgrading Customizations within EBS New Format for 12.1.3 Documentation E-Business Suite Recommended Upgrades Communities Update Directed and Useful content targeted by CRM Product Available EBS CRM Webcasts …and More! It is also worth noting that the My Oracle Support Communities, http://communities.oracle.com, are always available for quick answers to your questions.   Also, please always feel free to write us at [email protected] with any feedback on the CRM newsletter, communities or any other feedback you wish to share.

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  • Que pensez-vous de Microsoft Dynamics CRM Online ? Testez gratuitement pendant 30 jours la solution CRM de Microsoft et partagez votre opinion

    Que pensez-vous de Microsoft Dynamics CRM Online? Testez gratuitement pendant 30 jours la solution CRM Cloud de Microsoft et partagez votre opinion La CRM (Customer Relationship Management) se situe de nos jours comme un outil indispensable pour capter, traiter, analyser les informations relatives aux clients dans le but de les fidéliser. Parmi les solutions de CRM actuellement disponibles sur le marché, figure en bonne place Microsoft Dynamics CRM. [IMG]http://rdonfack.developpez.com/images/MicrosoftDynamicCRM.jpg[/IMG] Le service bénéficie des fonctionnalités de Cloud Computing, permettant un accès instantané à vos données, où que vous soyez, à partir d'u...

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  • Where does one enter the JavaScript code in CRM Dynamics?

    - by Konrad Viltersten
    I've started to play with CRM Dynamics yesterday so this question should be seen as a very basic one. I've been coding for many years but CRM D is news to me. Apparently, one is supposed to be able to enter JavaScript code to customize the behavior of the application. I've understood that there's an API for that and that touching DOM directly or playing with jQuery is a no-no. Question: Where is the JS-code supposed to be entered? I've gone through all the menus but as far I can see, there's no spot where I could plug-in my custom code. E.g.: Where do I get to define a validation for the last name of a contact currently being defined?

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  • CRM 2011 XAML Workflows in VS 2012

    - by AlexR
    I'm writing this knowing there's another topic like this to be found here the answer provided however does not make much sense to me and whatever I tried doesn't seem to work so I'm seeking clarification. The situation is as follows: * New CRM 2011 toolkit solution * New project added for Xaml workflow * Adding CRM "Workflow" activity causes error The error: It shows a redbox "Could not generate view for Workflow" The Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --- System.IO.IOException: Cannot locate resource 'workflowdesigner.xaml' I have VS 2012 SP2 with the latest (June) CRM SDK Toolkit installed. I did a clean install of the toolkit so it's not "upgraded" to prevent any old assemblies being referenced. I tried the things from the referenced question and moved the assemblies over and also re-referenced the latest assemblies to make sure everything works fine. I also tried downloading a workflow XAML created in CRM and opening but it gives the same error. I also opened the "example" workflow XAML solution in the SDK, again same result.

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  • Implementing a two-way communication between Microsoft Dynamics CRM and 3rd party app

    - by CxDoo
    I need to implement a bi-directional communication between Microsoft Dynamics CRM and a 3rd party server. The ideal scenario is as follows: User tries to create an entity in CRM In pre-create hook a 3rd party library function is called (or web service or whatever), filled with relevant info, which tries to create the respective entity on the server If the call fails, creation fails in CRM If the call succeeds, the entity is created in the CRM AND additional fields are filled with return values from the call More specifically, I want to do something like this when user tries to create a new entity instance: try { ExternalWebService.CreateTrade(ref TradeInfo info) //this was initialized on the external server myCRM_Trade_Entity.SerialNo = info.SerialNo; CreateNew(myCRM_Trade_Entity); } catch (whatever) { fail; } What would be the suggested way to do this? I am new to Dynamics, have read about Workflows and Plugins but am not sure how should I do this properly.

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  • Banco Espírito Santo Increases Sales Campaign Success Rate with Siebel CRM

    - by Tony Berk
    Banco Espírito Santo (BES), founded in 1869, is the second-largest private financial institution in Portugal with a 20.3% domestic market share, 2.1 million customers, and more than 700 in-country branches. It also has a strong international presence with operations in 23 countries and four continents. With strong growth in its major markets, BES needed a modern, cost-effective, scalable, and reliable customer relationship management (CRM) solution for its retail operations. The bank wanted to optimize client relationship management and integrate all customer touch points and service channels to improve the success of its sales and marketing initiatives. BES implemented the same CRM solution as many other leading banks: Oracle's Siebel CRM. With Siebel CRM 8.1 and other Oracle solutions, BES significantly increased sales of its new financial products across all channels by up to 25%, and it expects to increase annual revenue by up US$4 million annually. It also improved the success rate of bank branch sales, marketing, and lead generation campaigns by nearly 10%. “We are very happy with Oracle’s Siebel CRM applications. We already knew that this was the best solution available, but it has surpassed our best expectations,” said João Manaças, Customer Relationship Management Manager, Personal Marketing Department, Banco Espírito Santo. Click here to learn more about BES's use of Siebel CRM.

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  • Why The Athene Group Chose Fusion CRM

    - by Tony Berk
    A guest post by Vikas Bhambri, Managing Partner, The Athene Group This year, The Athene Group (www.theathenegroup.com) celebrated our tenth anniversary. The company has accomplished a lot in ten years overcoming a number of hurdles and challenges to have grown organically to a 150+ person global company with offices in the US, UK, and India and customers in the US, Canada, and Europe. Now more than ever with the current global landscape from an economic and competitive standpoint it was vital that we make some changes to remain successful for the next ten years. There were two key initiatives that we discussed internally that would enable us to successfully accomplish this – collaboration and the concept of “insight to action”. With our existing Oracle CRM On Demand platform we had components of this but not the full depth and breadth that we were looking for. When we started to discuss Fusion CRM we immediately saw several next generation tools that would embrace these two objectives. For a consulting and development organization the collaboration required between business development and consulting delivery is as important as the collaboration required during the projects between the project delivery and account management teams. The Activity Streams functionality in Fusion CRM immediately addressed the communication of key discussion topics and exchanges around our clients. Of course when we saw the Oracle Social Network (which is part of our Fusion CRM roadmap) we were blown away. The combination OSN and our CRM is going to make us more effective as we discuss and work cohesively on client engagements – ensuring mutual success for both Athene and our clients. When we looked at “insight to action” we saw that we had a great platform when folks were at their desks, unfortunately a lot of our business development and consulting folks are on the road. The Fusion Mobile Sales and Fusion Outlook Desktop provide information to our teams when they are on the go. So that they can provide real-time information and react to real-time information provided by their peers. We are in the early stages of our transformative experience with Fusion CRM but we believe the platform along with our people and processes are going to help us achieve our goals in the future.

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  • Successful Fusion CRM Bootcamp in Paris - July 24-24th

    - by Richard Lefebvre
    The first Fusion CRM Bootcamp for EMEA partners successfully took place in the Paris Pullmann Bercy hotel on July 24-26th. The agenda covered 14 Fusion CRM topics in depth, including detailed presentations and hands-on exercises, delivered by a team of Fusion CRM experts from Oracle Product Development. 89 participants represented 55 companies from 14 different countries, attended this event which was also a great opportunity to network with Oracle Product Development and Alliances & Channels executives during the breaks and the "Fusion Lounge" session each day after the training. As expressed by the participants in the event survey, the overall satisfaction reached to an impressive percentage of 85+ with the response of “met or exceeded the expectations” and with individual comments such as: On top of the presentation of Fusion CRM as a product, this event allowed to better understand Oracle's product and rollout strategy. The ability to meet the development team was really a bonus. Extremely valuable information given that enables integrators to go on the road of Fusion CRM Excellent organization, good product information coverage and demonstration Additional Fusion CRM bootcamps are planed across EMEA in the next quarters, although they will probably be under a different format which is still to be defined.

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  • Java EE/GlassFish Adoption Story by Kerry Wilson/Vanderbilt University

    - by reza_rahman
    Kerry Wilson is a Software Engineer at the Vanderbilt University Medical Center. He served in a consultant role to design a lightweight systems integration solution for the next generation Foundations Recovery Network using GlassFish, Java EE 6, JPA, @Scheduled EJBs, CDI, JAX-RS and JSF. He shared his story at the JavaOne 2013 Sunday GlassFish community event - check out the video below: Kerry outlined some of the details of the implementation and emphasized the fact that Java EE can be a great solution for applications that are considered small/lightweight. He mentioned the productivity gains through the modern Java EE programming model centered on annotations, POJOs and zero-configuration - comparing it with competing frameworks that aim towards similar productivity for lightweight applications. Kerry also stressed the quality of the excellent NetBeans integration with GlassFish and the need for community self-support in free, non-commercial open source projects like GlassFish. You can check out the details of his story on the GlassFish stories blog. Do you have a Java EE/GlassFish adoption story to share? Let us know and we will highlight it for the community.

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