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  • Integrating JavaScript Unit Tests with Visual Studio

    - by Stephen Walther
    Modern ASP.NET web applications take full advantage of client-side JavaScript to provide better interactivity and responsiveness. If you are building an ASP.NET application in the right way, you quickly end up with lots and lots of JavaScript code. When writing server code, you should be writing unit tests. One big advantage of unit tests is that they provide you with a safety net that enable you to safely modify your existing code – for example, fix bugs, add new features, and make performance enhancements -- without breaking your existing code. Every time you modify your code, you can execute your unit tests to verify that you have not broken anything. For the same reason that you should write unit tests for your server code, you should write unit tests for your client code. JavaScript is just as susceptible to bugs as C#. There is no shortage of unit testing frameworks for JavaScript. Each of the major JavaScript libraries has its own unit testing framework. For example, jQuery has QUnit, Prototype has UnitTestJS, YUI has YUI Test, and Dojo has Dojo Objective Harness (DOH). The challenge is integrating a JavaScript unit testing framework with Visual Studio. Visual Studio and Visual Studio ALM provide fantastic support for server-side unit tests. You can easily view the results of running your unit tests in the Visual Studio Test Results window. You can set up a check-in policy which requires that all unit tests pass before your source code can be committed to the source code repository. In addition, you can set up Team Build to execute your unit tests automatically. Unfortunately, Visual Studio does not provide “out-of-the-box” support for JavaScript unit tests. MS Test, the unit testing framework included in Visual Studio, does not support JavaScript unit tests. As soon as you leave the server world, you are left on your own. The goal of this blog entry is to describe one approach to integrating JavaScript unit tests with MS Test so that you can execute your JavaScript unit tests side-by-side with your C# unit tests. The goal is to enable you to execute JavaScript unit tests in exactly the same way as server-side unit tests. You can download the source code described by this project by scrolling to the end of this blog entry. Rejected Approach: Browser Launchers One popular approach to executing JavaScript unit tests is to use a browser as a test-driver. When you use a browser as a test-driver, you open up a browser window to execute and view the results of executing your JavaScript unit tests. For example, QUnit – the unit testing framework for jQuery – takes this approach. The following HTML page illustrates how you can use QUnit to create a unit test for a function named addNumbers(). <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd"> <html> <head> <title>Using QUnit</title> <link rel="stylesheet" href="http://github.com/jquery/qunit/raw/master/qunit/qunit.css" type="text/css" /> </head> <body> <h1 id="qunit-header">QUnit example</h1> <h2 id="qunit-banner"></h2> <div id="qunit-testrunner-toolbar"></div> <h2 id="qunit-userAgent"></h2> <ol id="qunit-tests"></ol> <div id="qunit-fixture">test markup, will be hidden</div> <script type="text/javascript" src="http://code.jquery.com/jquery-latest.js"></script> <script type="text/javascript" src="http://github.com/jquery/qunit/raw/master/qunit/qunit.js"></script> <script type="text/javascript"> // The function to test function addNumbers(a, b) { return a+b; } // The unit test test("Test of addNumbers", function () { equals(4, addNumbers(1,3), "1+3 should be 4"); }); </script> </body> </html> This test verifies that calling addNumbers(1,3) returns the expected value 4. When you open this page in a browser, you can see that this test does, in fact, pass. The idea is that you can quickly refresh this QUnit HTML JavaScript test driver page in your browser whenever you modify your JavaScript code. In other words, you can keep a browser window open and keep refreshing it over and over while you are developing your application. That way, you can know very quickly whenever you have broken your JavaScript code. While easy to setup, there are several big disadvantages to this approach to executing JavaScript unit tests: You must view your JavaScript unit test results in a different location than your server unit test results. The JavaScript unit test results appear in the browser and the server unit test results appear in the Visual Studio Test Results window. Because all of your unit test results don’t appear in a single location, you are more likely to introduce bugs into your code without noticing it. Because your unit tests are not integrated with Visual Studio – in particular, MS Test -- you cannot easily include your JavaScript unit tests when setting up check-in policies or when performing automated builds with Team Build. A more sophisticated approach to using a browser as a test-driver is to automate the web browser. Instead of launching the browser and loading the test code yourself, you use a framework to automate this process. There are several different testing frameworks that support this approach: · Selenium – Selenium is a very powerful framework for automating browser tests. You can create your tests by recording a Firefox session or by writing the test driver code in server code such as C#. You can learn more about Selenium at http://seleniumhq.org/. LTAF – The ASP.NET team uses the Lightweight Test Automation Framework to test JavaScript code in the ASP.NET framework. You can learn more about LTAF by visiting the project home at CodePlex: http://aspnet.codeplex.com/releases/view/35501 jsTestDriver – This framework uses Java to automate the browser. jsTestDriver creates a server which can be used to automate multiple browsers simultaneously. This project is located at http://code.google.com/p/js-test-driver/ TestSwam – This framework, created by John Resig, uses PHP to automate the browser. Like jsTestDriver, the framework creates a test server. You can open multiple browsers that are automated by the test server. Learn more about TestSwarm by visiting the following address: https://github.com/jeresig/testswarm/wiki Yeti – This is the framework introduced by Yahoo for automating browser tests. Yeti uses server-side JavaScript and depends on Node.js. Learn more about Yeti at http://www.yuiblog.com/blog/2010/08/25/introducing-yeti-the-yui-easy-testing-interface/ All of these frameworks are great for integration tests – however, they are not the best frameworks to use for unit tests. In one way or another, all of these frameworks depend on executing tests within the context of a “living and breathing” browser. If you create an ASP.NET Unit Test then Visual Studio will launch a web server before executing the unit test. Why is launching a web server so bad? It is not the worst thing in the world. However, it does introduce dependencies that prevent your code from being tested in isolation. One of the defining features of a unit test -- versus an integration test – is that a unit test tests code in isolation. Another problem with launching a web server when performing unit tests is that launching a web server can be slow. If you cannot execute your unit tests quickly, you are less likely to execute your unit tests each and every time you make a code change. You are much more likely to fall into the pit of failure. Launching a browser when performing a JavaScript unit test has all of the same disadvantages as launching a web server when performing an ASP.NET unit test. Instead of testing a unit of JavaScript code in isolation, you are testing JavaScript code within the context of a particular browser. Using the frameworks listed above for integration tests makes perfect sense. However, I want to consider a different approach for creating unit tests for JavaScript code. Using Server-Side JavaScript for JavaScript Unit Tests A completely different approach to executing JavaScript unit tests is to perform the tests outside of any browser. If you really want to test JavaScript then you should test JavaScript and leave the browser out of the testing process. There are several ways that you can execute JavaScript on the server outside the context of any browser: Rhino – Rhino is an implementation of JavaScript written in Java. The Rhino project is maintained by the Mozilla project. Learn more about Rhino at http://www.mozilla.org/rhino/ V8 – V8 is the open-source Google JavaScript engine written in C++. This is the JavaScript engine used by the Chrome web browser. You can download V8 and embed it in your project by visiting http://code.google.com/p/v8/ JScript – JScript is the JavaScript Script Engine used by Internet Explorer (up to but not including Internet Explorer 9), Windows Script Host, and Active Server Pages. Internet Explorer is still the most popular web browser. Therefore, I decided to focus on using the JScript Script Engine to execute JavaScript unit tests. Using the Microsoft Script Control There are two basic ways that you can pass JavaScript to the JScript Script Engine and execute the code: use the Microsoft Windows Script Interfaces or use the Microsoft Script Control. The difficult and proper way to execute JavaScript using the JScript Script Engine is to use the Microsoft Windows Script Interfaces. You can learn more about the Script Interfaces by visiting http://msdn.microsoft.com/en-us/library/t9d4xf28(VS.85).aspx The main disadvantage of using the Script Interfaces is that they are difficult to use from .NET. There is a great series of articles on using the Script Interfaces from C# located at http://www.drdobbs.com/184406028. I picked the easier alternative and used the Microsoft Script Control. The Microsoft Script Control is an ActiveX control that provides a higher level abstraction over the Window Script Interfaces. You can download the Microsoft Script Control from here: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=d7e31492-2595-49e6-8c02-1426fec693ac After you download the Microsoft Script Control, you need to add a reference to it to your project. Select the Visual Studio menu option Project, Add Reference to open the Add Reference dialog. Select the COM tab and add the Microsoft Script Control 1.0. Using the Script Control is easy. You call the Script Control AddCode() method to add JavaScript code to the Script Engine. Next, you call the Script Control Run() method to run a particular JavaScript function. The reference documentation for the Microsoft Script Control is located at the MSDN website: http://msdn.microsoft.com/en-us/library/aa227633%28v=vs.60%29.aspx Creating the JavaScript Code to Test To keep things simple, let’s imagine that you want to test the following JavaScript function named addNumbers() which simply adds two numbers together: MvcApplication1\Scripts\Math.js function addNumbers(a, b) { return 5; } Notice that the addNumbers() method always returns the value 5. Right-now, it will not pass a good unit test. Create this file and save it in your project with the name Math.js in your MVC project’s Scripts folder (Save the file in your actual MVC application and not your MVC test application). Creating the JavaScript Test Helper Class To make it easier to use the Microsoft Script Control in unit tests, we can create a helper class. This class contains two methods: LoadFile() – Loads a JavaScript file. Use this method to load the JavaScript file being tested or the JavaScript file containing the unit tests. ExecuteTest() – Executes the JavaScript code. Use this method to execute a JavaScript unit test. Here’s the code for the JavaScriptTestHelper class: JavaScriptTestHelper.cs   using System; using System.IO; using Microsoft.VisualStudio.TestTools.UnitTesting; using MSScriptControl; namespace MvcApplication1.Tests { public class JavaScriptTestHelper : IDisposable { private ScriptControl _sc; private TestContext _context; /// <summary> /// You need to use this helper with Unit Tests and not /// Basic Unit Tests because you need a Test Context /// </summary> /// <param name="testContext">Unit Test Test Context</param> public JavaScriptTestHelper(TestContext testContext) { if (testContext == null) { throw new ArgumentNullException("TestContext"); } _context = testContext; _sc = new ScriptControl(); _sc.Language = "JScript"; _sc.AllowUI = false; } /// <summary> /// Load the contents of a JavaScript file into the /// Script Engine. /// </summary> /// <param name="path">Path to JavaScript file</param> public void LoadFile(string path) { var fileContents = File.ReadAllText(path); _sc.AddCode(fileContents); } /// <summary> /// Pass the path of the test that you want to execute. /// </summary> /// <param name="testMethodName">JavaScript function name</param> public void ExecuteTest(string testMethodName) { dynamic result = null; try { result = _sc.Run(testMethodName, new object[] { }); } catch { var error = ((IScriptControl)_sc).Error; if (error != null) { var description = error.Description; var line = error.Line; var column = error.Column; var text = error.Text; var source = error.Source; if (_context != null) { var details = String.Format("{0} \r\nLine: {1} Column: {2}", source, line, column); _context.WriteLine(details); } } throw new AssertFailedException(error.Description); } } public void Dispose() { _sc = null; } } }     Notice that the JavaScriptTestHelper class requires a Test Context to be instantiated. For this reason, you can use the JavaScriptTestHelper only with a Visual Studio Unit Test and not a Basic Unit Test (These are two different types of Visual Studio project items). Add the JavaScriptTestHelper file to your MVC test application (for example, MvcApplication1.Tests). Creating the JavaScript Unit Test Next, we need to create the JavaScript unit test function that we will use to test the addNumbers() function. Create a folder in your MVC test project named JavaScriptTests and add the following JavaScript file to this folder: MvcApplication1.Tests\JavaScriptTests\MathTest.js /// <reference path="JavaScriptUnitTestFramework.js"/> function testAddNumbers() { // Act var result = addNumbers(1, 3); // Assert assert.areEqual(4, result, "addNumbers did not return right value!"); }   The testAddNumbers() function takes advantage of another JavaScript library named JavaScriptUnitTestFramework.js. This library contains all of the code necessary to make assertions. Add the following JavaScriptnitTestFramework.js to the same folder as the MathTest.js file: MvcApplication1.Tests\JavaScriptTests\JavaScriptUnitTestFramework.js var assert = { areEqual: function (expected, actual, message) { if (expected !== actual) { throw new Error("Expected value " + expected + " is not equal to " + actual + ". " + message); } } }; There is only one type of assertion supported by this file: the areEqual() assertion. Most likely, you would want to add additional types of assertions to this file to make it easier to write your JavaScript unit tests. Deploying the JavaScript Test Files This step is non-intuitive. When you use Visual Studio to run unit tests, Visual Studio creates a new folder and executes a copy of the files in your project. After you run your unit tests, your Visual Studio Solution will contain a new folder named TestResults that includes a subfolder for each test run. You need to configure Visual Studio to deploy your JavaScript files to the test run folder or Visual Studio won’t be able to find your JavaScript files when you execute your unit tests. You will get an error that looks something like this when you attempt to execute your unit tests: You can configure Visual Studio to deploy your JavaScript files by adding a Test Settings file to your Visual Studio Solution. It is important to understand that you need to add this file to your Visual Studio Solution and not a particular Visual Studio project. Right-click your Solution in the Solution Explorer window and select the menu option Add, New Item. Select the Test Settings item and click the Add button. After you create a Test Settings file for your solution, you can indicate that you want a particular folder to be deployed whenever you perform a test run. Select the menu option Test, Edit Test Settings to edit your test configuration file. Select the Deployment tab and select your MVC test project’s JavaScriptTest folder to deploy. Click the Apply button and the Close button to save the changes and close the dialog. Creating the Visual Studio Unit Test The very last step is to create the Visual Studio unit test (the MS Test unit test). Add a new unit test to your MVC test project by selecting the menu option Add New Item and selecting the Unit Test project item (Do not select the Basic Unit Test project item): The difference between a Basic Unit Test and a Unit Test is that a Unit Test includes a Test Context. We need this Test Context to use the JavaScriptTestHelper class that we created earlier. Enter the following test method for the new unit test: [TestMethod] public void TestAddNumbers() { var jsHelper = new JavaScriptTestHelper(this.TestContext); // Load JavaScript files jsHelper.LoadFile("JavaScriptUnitTestFramework.js"); jsHelper.LoadFile(@"..\..\..\MvcApplication1\Scripts\Math.js"); jsHelper.LoadFile("MathTest.js"); // Execute JavaScript Test jsHelper.ExecuteTest("testAddNumbers"); } This code uses the JavaScriptTestHelper to load three files: JavaScripUnitTestFramework.js – Contains the assert functions. Math.js – Contains the addNumbers() function from your MVC application which is being tested. MathTest.js – Contains the JavaScript unit test function. Next, the test method calls the JavaScriptTestHelper ExecuteTest() method to execute the testAddNumbers() JavaScript function. Running the Visual Studio JavaScript Unit Test After you complete all of the steps described above, you can execute the JavaScript unit test just like any other unit test. You can use the keyboard combination CTRL-R, CTRL-A to run all of the tests in the current Visual Studio Solution. Alternatively, you can use the buttons in the Visual Studio toolbar to run the tests: (Unfortunately, the Run All Impacted Tests button won’t work correctly because Visual Studio won’t detect that your JavaScript code has changed. Therefore, you should use either the Run Tests in Current Context or Run All Tests in Solution options instead.) The results of running the JavaScript tests appear side-by-side with the results of running the server tests in the Test Results window. For example, if you Run All Tests in Solution then you will get the following results: Notice that the TestAddNumbers() JavaScript test has failed. That is good because our addNumbers() function is hard-coded to always return the value 5. If you double-click the failing JavaScript test, you can view additional details such as the JavaScript error message and the line number of the JavaScript code that failed: Summary The goal of this blog entry was to explain an approach to creating JavaScript unit tests that can be easily integrated with Visual Studio and Visual Studio ALM. I described how you can use the Microsoft Script Control to execute JavaScript on the server. By taking advantage of the Microsoft Script Control, we were able to execute our JavaScript unit tests side-by-side with all of our other unit tests and view the results in the standard Visual Studio Test Results window. You can download the code discussed in this blog entry from here: http://StephenWalther.com/downloads/Blog/JavaScriptUnitTesting/JavaScriptUnitTests.zip Before running this code, you need to first install the Microsoft Script Control which you can download from here: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=d7e31492-2595-49e6-8c02-1426fec693ac

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  • .NET HTML Sanitation for rich HTML Input

    - by Rick Strahl
    Recently I was working on updating a legacy application to MVC 4 that included free form text input. When I set up the new site my initial approach was to not allow any rich HTML input, only simple text formatting that would respect a few simple HTML commands for bold, lists etc. and automatically handles line break processing for new lines and paragraphs. This is typical for what I do with most multi-line text input in my apps and it works very well with very little development effort involved. Then the client sprung another note: Oh by the way we have a bunch of customers (real estate agents) who need to post complete HTML documents. Oh uh! There goes the simple theory. After some discussion and pleading on my part (<snicker>) to try and avoid this type of raw HTML input because of potential XSS issues, the client decided to go ahead and allow raw HTML input anyway. There has been lots of discussions on this subject on StackOverFlow (and here and here) but to after reading through some of the solutions I didn't really find anything that would work even closely for what I needed. Specifically we need to be able to allow just about any HTML markup, with the exception of script code. Remote CSS and Images need to be loaded, links need to work and so. While the 'legit' HTML posted by these agents is basic in nature it does span most of the full gamut of HTML (4). Most of the solutions XSS prevention/sanitizer solutions I found were way to aggressive and rendered the posted output unusable mostly because they tend to strip any externally loaded content. In short I needed a custom solution. I thought the best solution to this would be to use an HTML parser - in this case the Html Agility Pack - and then to run through all the HTML markup provided and remove any of the blacklisted tags and a number of attributes that are prone to JavaScript injection. There's much discussion on whether to use blacklists vs. whitelists in the discussions mentioned above, but I found that whitelists can make sense in simple scenarios where you might allow manual HTML input, but when you need to allow a larger array of HTML functionality a blacklist is probably easier to manage as the vast majority of elements and attributes could be allowed. Also white listing gets a bit more complex with HTML5 and the new proliferation of new HTML tags and most new tags generally don't affect XSS issues directly. Pure whitelisting based on elements and attributes also doesn't capture many edge cases (see some of the XSS cheat sheets listed below) so even with a white list, custom logic is still required to handle many of those edge cases. The Microsoft Web Protection Library (AntiXSS) My first thought was to check out the Microsoft AntiXSS library. Microsoft has an HTML Encoding and Sanitation library in the Microsoft Web Protection Library (formerly AntiXSS Library) on CodePlex, which provides stricter functions for whitelist encoding and sanitation. Initially I thought the Sanitation class and its static members would do the trick for me,but I found that this library is way too restrictive for my needs. Specifically the Sanitation class strips out images and links which rendered the full HTML from our real estate clients completely useless. I didn't spend much time with it, but apparently I'm not alone if feeling this library is not really useful without some way to configure operation. To give you an example of what didn't work for me with the library here's a small and simple HTML fragment that includes script, img and anchor tags. I would expect the script to be stripped and everything else to be left intact. Here's the original HTML:var value = "<b>Here</b> <script>alert('hello')</script> we go. Visit the " + "<a href='http://west-wind.com'>West Wind</a> site. " + "<img src='http://west-wind.com/images/new.gif' /> " ; and the code to sanitize it with the AntiXSS Sanitize class:@Html.Raw(Microsoft.Security.Application.Sanitizer.GetSafeHtmlFragment(value)) This produced a not so useful sanitized string: Here we go. Visit the <a>West Wind</a> site. While it removed the <script> tag (good) it also removed the href from the link and the image tag altogether (bad). In some situations this might be useful, but for most tasks I doubt this is the desired behavior. While links can contain javascript: references and images can 'broadcast' information to a server, without configuration to tell the library what to restrict this becomes useless to me. I couldn't find any way to customize the white list, nor is there code available in this 'open source' library on CodePlex. Using Html Agility Pack for HTML Parsing The WPL library wasn't going to cut it. After doing a bit of research I decided the best approach for a custom solution would be to use an HTML parser and inspect the HTML fragment/document I'm trying to import. I've used the HTML Agility Pack before for a number of apps where I needed an HTML parser without requiring an instance of a full browser like the Internet Explorer Application object which is inadequate in Web apps. In case you haven't checked out the Html Agility Pack before, it's a powerful HTML parser library that you can use from your .NET code. It provides a simple, parsable HTML DOM model to full HTML documents or HTML fragments that let you walk through each of the elements in your document. If you've used the HTML or XML DOM in a browser before you'll feel right at home with the Agility Pack. Blacklist based HTML Parsing to strip XSS Code For my purposes of HTML sanitation, the process involved is to walk the HTML document one element at a time and then check each element and attribute against a blacklist. There's quite a bit of argument of what's better: A whitelist of allowed items or a blacklist of denied items. While whitelists tend to be more secure, they also require a lot more configuration. In the case of HTML5 a whitelist could be very extensive. For what I need, I only want to ensure that no JavaScript is executed, so a blacklist includes the obvious <script> tag plus any tag that allows loading of external content including <iframe>, <object>, <embed> and <link> etc. <form>  is also excluded to avoid posting content to a different location. I also disallow <head> and <meta> tags in particular for my case, since I'm only allowing posting of HTML fragments. There is also some internal logic to exclude some attributes or attributes that include references to JavaScript or CSS expressions. The default tag blacklist reflects my use case, but is customizable and can be added to. Here's my HtmlSanitizer implementation:using System.Collections.Generic; using System.IO; using System.Xml; using HtmlAgilityPack; namespace Westwind.Web.Utilities { public class HtmlSanitizer { public HashSet<string> BlackList = new HashSet<string>() { { "script" }, { "iframe" }, { "form" }, { "object" }, { "embed" }, { "link" }, { "head" }, { "meta" } }; /// <summary> /// Cleans up an HTML string and removes HTML tags in blacklist /// </summary> /// <param name="html"></param> /// <returns></returns> public static string SanitizeHtml(string html, params string[] blackList) { var sanitizer = new HtmlSanitizer(); if (blackList != null && blackList.Length > 0) { sanitizer.BlackList.Clear(); foreach (string item in blackList) sanitizer.BlackList.Add(item); } return sanitizer.Sanitize(html); } /// <summary> /// Cleans up an HTML string by removing elements /// on the blacklist and all elements that start /// with onXXX . /// </summary> /// <param name="html"></param> /// <returns></returns> public string Sanitize(string html) { var doc = new HtmlDocument(); doc.LoadHtml(html); SanitizeHtmlNode(doc.DocumentNode); //return doc.DocumentNode.WriteTo(); string output = null; // Use an XmlTextWriter to create self-closing tags using (StringWriter sw = new StringWriter()) { XmlWriter writer = new XmlTextWriter(sw); doc.DocumentNode.WriteTo(writer); output = sw.ToString(); // strip off XML doc header if (!string.IsNullOrEmpty(output)) { int at = output.IndexOf("?>"); output = output.Substring(at + 2); } writer.Close(); } doc = null; return output; } private void SanitizeHtmlNode(HtmlNode node) { if (node.NodeType == HtmlNodeType.Element) { // check for blacklist items and remove if (BlackList.Contains(node.Name)) { node.Remove(); return; } // remove CSS Expressions and embedded script links if (node.Name == "style") { if (string.IsNullOrEmpty(node.InnerText)) { if (node.InnerHtml.Contains("expression") || node.InnerHtml.Contains("javascript:")) node.ParentNode.RemoveChild(node); } } // remove script attributes if (node.HasAttributes) { for (int i = node.Attributes.Count - 1; i >= 0; i--) { HtmlAttribute currentAttribute = node.Attributes[i]; var attr = currentAttribute.Name.ToLower(); var val = currentAttribute.Value.ToLower(); span style="background: white; color: green">// remove event handlers if (attr.StartsWith("on")) node.Attributes.Remove(currentAttribute); // remove script links else if ( //(attr == "href" || attr== "src" || attr == "dynsrc" || attr == "lowsrc") && val != null && val.Contains("javascript:")) node.Attributes.Remove(currentAttribute); // Remove CSS Expressions else if (attr == "style" && val != null && val.Contains("expression") || val.Contains("javascript:") || val.Contains("vbscript:")) node.Attributes.Remove(currentAttribute); } } } // Look through child nodes recursively if (node.HasChildNodes) { for (int i = node.ChildNodes.Count - 1; i >= 0; i--) { SanitizeHtmlNode(node.ChildNodes[i]); } } } } } Please note: Use this as a starting point only for your own parsing and review the code for your specific use case! If your needs are less lenient than mine were you can you can make this much stricter by not allowing src and href attributes or CSS links if your HTML doesn't allow it. You can also check links for external URLs and disallow those - lots of options.  The code is simple enough to make it easy to extend to fit your use cases more specifically. It's also quite easy to make this code work using a WhiteList approach if you want to go that route. The code above is semi-generic for allowing full featured HTML fragments that only disallow script related content. The Sanitize method walks through each node of the document and then recursively drills into all of its children until the entire document has been traversed. Note that the code here uses an XmlTextWriter to write output - this is done to preserve XHTML style self-closing tags which are otherwise left as non-self-closing tags. The sanitizer code scans for blacklist elements and removes those elements not allowed. Note that the blacklist is configurable either in the instance class as a property or in the static method via the string parameter list. Additionally the code goes through each element's attributes and looks for a host of rules gleaned from some of the XSS cheat sheets listed at the end of the post. Clearly there are a lot more XSS vulnerabilities, but a lot of them apply to ancient browsers (IE6 and versions of Netscape) - many of these glaring holes (like CSS expressions - WTF IE?) have been removed in modern browsers. What a Pain To be honest this is NOT a piece of code that I wanted to write. I think building anything related to XSS is better left to people who have far more knowledge of the topic than I do. Unfortunately, I was unable to find a tool that worked even closely for me, or even provided a working base. For the project I was working on I had no choice and I'm sharing the code here merely as a base line to start with and potentially expand on for specific needs. It's sad that Microsoft Web Protection Library is currently such a train wreck - this is really something that should come from Microsoft as the systems vendor or possibly a third party that provides security tools. Luckily for my application we are dealing with a authenticated and validated users so the user base is fairly well known, and relatively small - this is not a wide open Internet application that's directly public facing. As I mentioned earlier in the post, if I had my way I would simply not allow this type of raw HTML input in the first place, and instead rely on a more controlled HTML input mechanism like MarkDown or even a good HTML Edit control that can provide some limits on what types of input are allowed. Alas in this case I was overridden and we had to go forward and allow *any* raw HTML posted. Sometimes I really feel sad that it's come this far - how many good applications and tools have been thwarted by fear of XSS (or worse) attacks? So many things that could be done *if* we had a more secure browser experience and didn't have to deal with every little script twerp trying to hack into Web pages and obscure browser bugs. So much time wasted building secure apps, so much time wasted by others trying to hack apps… We're a funny species - no other species manages to waste as much time, effort and resources as we humans do :-) Resources Code on GitHub Html Agility Pack XSS Cheat Sheet XSS Prevention Cheat Sheet Microsoft Web Protection Library (AntiXss) StackOverflow Links: http://stackoverflow.com/questions/341872/html-sanitizer-for-net http://blog.stackoverflow.com/2008/06/safe-html-and-xss/ http://code.google.com/p/subsonicforums/source/browse/trunk/SubSonic.Forums.Data/HtmlScrubber.cs?r=61© Rick Strahl, West Wind Technologies, 2005-2012Posted in Security  HTML  ASP.NET  JavaScript   Tweet !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); (function() { var po = document.createElement('script'); po.type = 'text/javascript'; po.async = true; po.src = 'https://apis.google.com/js/plusone.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(po, s); })();

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  • Windows 7 Phone Database – Querying with Views and Filters

    - by SeanMcAlinden
    I’ve just added a feature to Rapid Repository to greatly improve how the Windows 7 Phone Database is queried for performance (This is in the trunk not in Release V1.0). The main concept behind it is to create a View Model class which would have only the minimum data you need for a page. This View Model is then stored and retrieved rather than the whole list of entities. Another feature of the views is that they can be pre-filtered to even further improve performance when querying. You can download the source from the Microsoft Codeplex site http://rapidrepository.codeplex.com/. Setting up a view Lets say you have an entity that stores lots of data about a game result for example: GameScore entity public class GameScore : IRapidEntity {     public Guid Id { get; set; }     public string GamerId {get;set;}     public string Name { get; set; }     public Double Score { get; set; }     public Byte[] ThumbnailAvatar { get; set; }     public DateTime DateAdded { get; set; } }   On your page you want to display a list of scores but you only want to display the score and the date added, you create a View Model for displaying just those properties. GameScoreView public class GameScoreView : IRapidView {     public Guid Id { get; set; }     public Double Score { get; set; }     public DateTime DateAdded { get; set; } }   Now you have the view model, the first thing to do is set up the view at application start up. This is done using the following syntax. View Setup public MainPage() {     RapidRepository<GameScore>.AddView<GameScoreView>(x => new GameScoreView { DateAdded = x.DateAdded, Score = x.Score }); } As you can see, using a little bit of lambda syntax, you put in the code for constructing a single view, this is used internally for mapping an entity to a view. *Note* you do not need to map the Id property, this is done automatically, a view model id will always be the same as it’s corresponding entity.   Adding Filters One of the cool features of the view is that you can add filters to limit the amount of data stored in the view, this will dramatically improve performance. You can add multiple filters using the fluent syntax if required. In this example, lets say that you will only ever show the scores for the last 10 days, you could add a filter like the following: Add single filter public MainPage() {     RapidRepository<GameScore>.AddView<GameScoreView>(x => new GameScoreView { DateAdded = x.DateAdded, Score = x.Score })         .AddFilter(x => x.DateAdded > DateTime.Now.AddDays(-10)); } If you wanted to further limit the data, you could also say only scores above 100: Add multiple filters public MainPage() {     RapidRepository<GameScore>.AddView<GameScoreView>(x => new GameScoreView { DateAdded = x.DateAdded, Score = x.Score })         .AddFilter(x => x.DateAdded > DateTime.Now.AddDays(-10))         .AddFilter(x => x.Score > 100); }   Querying the view model So the important part is how to query the data. This is done using the repository, there is a method called Query which accepts the type of view as a generic parameter (you can have multiple View Model types per entity type) You can either use the result of the query method directly or perform further querying on the result is required. Querying the View public void DisplayScores() {     RapidRepository<GameScore> repository = new RapidRepository<GameScore>();     List<GameScoreView> scores = repository.Query<GameScoreView>();       // display logic } Further Filtering public void TodaysScores() {     RapidRepository<GameScore> repository = new RapidRepository<GameScore>();     List<GameScoreView> todaysScores = repository.Query<GameScoreView>().Where(x => x.DateAdded > DateTime.Now.AddDays(-1)).ToList();       // display logic }   Retrieving the actual entity Retrieving the actual entity can be done easily by using the GetById method on the repository. Say for example you allow the user to click on a specific score to get further information, you can use the Id populated in the returned View Model GameScoreView and use it directly on the repository to retrieve the full entity. Get Full Entity public void GetFullEntity(Guid gameScoreViewId) {     RapidRepository<GameScore> repository = new RapidRepository<GameScore>();     GameScore fullEntity = repository.GetById(gameScoreViewId);       // display logic } Synchronising The View If you are upgrading from Rapid Repository V1.0 and are likely to have data in the repository already, you will need to perform a synchronisation to ensure the views and entities are fully in sync. You can either do this as a one off during the application upgrade or if you are a little more cautious, you could run this at each application start up. Synchronise the view public void MyUpgradeTasks() {     RapidRepository<GameScore>.SynchroniseView<GameScoreView>(); } It’s worth noting that in normal operation, the view keeps itself in sync with the entities so this is only really required if you are upgrading from V1.0 to V2.0 when it gets released shortly.   Summary I really hope you like this feature, it will be great for performance and I believe supports good practice by promoting the use of View Models for specific pages. I’m hoping to produce a beta for this over the next few days, I just want to add some more tests and hopefully iron out any bugs. I would really appreciate any thoughts on this feature and would really love to know of any bugs you find. You can download the source from the following : http://rapidrepository.codeplex.com/ Kind Regards, Sean McAlinden.

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  • Making WCF Output a single WSDL file for interop purposes.

    - by Glav
    By default, when WCF emits a WSDL definition for your services, it can often contain many links to others related schemas that need to be imported. For the most part, this is fine. WCF clients understand this type of schema without issue, and it conforms to the requisite standards as far as WSDL definitions go. However, some non Microsoft stacks will only work with a single WSDL file and require that all definitions for the service(s) (port types, messages, operation etc…) are contained within that single file. In other words, no external imports are supported. Some Java clients (to my working knowledge) have this limitation. This obviously presents a problem when trying to create services exposed for consumption and interop by these clients. Note: You can download the full source code for this sample from here To illustrate this point, lets say we have a simple service that looks like: Service Contract public interface IService1 { [OperationContract] [FaultContract(typeof(DataFault))] string GetData(DataModel1 model); [OperationContract] [FaultContract(typeof(DataFault))] string GetMoreData(DataModel2 model); } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Service Implementation/Behaviour public class Service1 : IService1 { public string GetData(DataModel1 model) { return string.Format("Some Field was: {0} and another field was {1}", model.SomeField,model.AnotherField); } public string GetMoreData(DataModel2 model) { return string.Format("Name: {0}, age: {1}", model.Name, model.Age); } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Configuration File <system.serviceModel> <services> <service name="SingleWSDL_WcfService.Service1" behaviorConfiguration="SingleWSDL_WcfService.Service1Behavior"> <!-- ...std/default data omitted for brevity..... --> <endpoint address ="" binding="wsHttpBinding" contract="SingleWSDL_WcfService.IService1" > ....... </services> <behaviors> <serviceBehaviors> <behavior name="SingleWSDL_WcfService.Service1Behavior"> ........ </behavior> </serviceBehaviors> </behaviors> </system.serviceModel> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } When WCF is asked to produce a WSDL for this service, it will produce a file that looks something like this (note: some sections omitted for brevity): <?xml version="1.0" encoding="utf-8" ?> - <wsdl:definitions name="Service1" targetNamespace="http://tempuri.org/" xmlns:wsdl="http://schemas.xmlsoap.org/wsdl/" xmlns:soap="http://schemas.xmlsoap.org/wsdl/soap/" ...... namespace definitions omitted for brevity + &lt;wsp:Policy wsu:Id="WSHttpBinding_IService1_policy"> ... multiple policy items omitted for brevity </wsp:Policy> - <wsdl:types> - <xsd:schema targetNamespace="http://tempuri.org/Imports"> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd0" namespace="http://tempuri.org/" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd3" namespace="Http://SingleWSDL/Fault" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd1" namespace="http://schemas.microsoft.com/2003/10/Serialization/" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd2" namespace="http://SingleWSDL/Model1" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd4" namespace="http://SingleWSDL/Model2" /> </xsd:schema> </wsdl:types> + <wsdl:message name="IService1_GetData_InputMessage"> .... </wsdl:message> - <wsdl:operation name="GetData"> ..... </wsdl:operation> - <wsdl:service name="Service1"> ....... </wsdl:service> </wsdl:definitions> The above snippet from the WSDL shows the external links and references that are generated by WCF for a relatively simple service. Note the xsd:import statements that reference external XSD definitions which are also generated by WCF. In order to get WCF to produce a single WSDL file, we first need to follow some good practices when it comes to WCF service definitions. Step 1: Define a namespace for your service contract. [ServiceContract(Namespace="http://SingleWSDL/Service1")] public interface IService1 { ...... } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Normally you would not use a literal string and may instead define a constant to use in your own application for the namespace. When this is applied and we generate the WSDL, we get the following statement inserted into the document: <wsdl:import namespace="http://SingleWSDL/Service1" location="http://localhost:2370/HostingSite/Service-default.svc?wsdl=wsdl0" /> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } All the previous imports have gone. If we follow this link, we will see that the XSD imports are now in this external WSDL file. Not really any benefit for our purposes. Step 2: Define a namespace for your service behaviour [ServiceBehavior(Namespace = "http://SingleWSDL/Service1")] public class Service1 : IService1 { ...... } As you can see, the namespace of the service behaviour should be the same as the service contract interface to which it implements. Failure to do these tasks will cause WCF to emit its default http://tempuri.org namespace all over the place and cause WCF to still generate import statements. This is also true if the namespace of the contract and behaviour differ. If you define one and not the other, defaults kick in, and you’ll find extra imports generated. While each of the previous 2 steps wont cause any less import statements to be generated, you will notice that namespace definitions within the WSDL have identical, well defined names. Step 3: Define a binding namespace In the configuration file, modify the endpoint configuration line item to iunclude a bindingNamespace attribute which is the same as that defined on the service behaviour and service contract <endpoint address="" binding="wsHttpBinding" contract="SingleWSDL_WcfService.IService1" bindingNamespace="http://SingleWSDL/Service1"> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } However, this does not completely solve the issue. What this will do is remove the WSDL import statements like this one: <wsdl:import namespace="http://SingleWSDL/Service1" location="http://localhost:2370/HostingSite/Service-default.svc?wsdl" /> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } from the generated WSDL. Finally…. the magic…. Step 4: Use a custom endpoint behaviour to read in external imports and include in the main WSDL output. In order to force WCF to output a single WSDL with all the required definitions, we need to define a custom WSDL Export extension that can be applied to any endpoints. This requires implementing the IWsdlExportExtension and IEndpointBehavior interfaces and then reading in any imported schemas, and adding that output to the main, flattened WSDL to be output. Sounds like fun right…..? Hmmm well maybe not. This step sounds a little hairy, but its actually quite easy thanks to some kind individuals who have already done this for us. As far as I know, there are 2 available implementations that we can easily use to perform the import and “WSDL flattening”.  WCFExtras which is on codeplex and FlatWsdl by Thinktecture. Both implementations actually do exactly the same thing with the imports and provide an endpoint behaviour, however FlatWsdl does a little more work for us by providing a ServiceHostFactory that we can use which automatically attaches the requisite behaviour to our endpoints for us. To use this in an IIS hosted service, we can modify the .SVC file to specify this ne factory to use like so: <%@ ServiceHost Language="C#" Debug="true" Service="SingleWSDL_WcfService.Service1" Factory="Thinktecture.ServiceModel.Extensions.Description.FlatWsdlServiceHostFactory" %> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Within a service application or another form of executable such as a console app, we can simply create an instance of the custom service host and open it as we normally would as shown here: FlatWsdlServiceHost host = new FlatWsdlServiceHost(typeof(Service1)); host.Open(); And we are done. WCF will now generate one single WSDL file that contains all he WSDL imports and data/XSD imports. You can download the full source code for this sample from here Hope this has helped you. Note: Please note that I have not extensively tested this in a number of different scenarios so no guarantees there.

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  • Making WCF Output a single WSDL file for interop purposes.

    By default, when WCF emits a WSDL definition for your services, it can often contain many links to others related schemas that need to be imported. For the most part, this is fine. WCF clients understand this type of schema without issue, and it conforms to the requisite standards as far as WSDL definitions go. However, some non Microsoft stacks will only work with a single WSDL file and require that all definitions for the service(s) (port types, messages, operation etc) are contained within that single file. In other words, no external imports are supported. Some Java clients (to my working knowledge) have this limitation. This obviously presents a problem when trying to create services exposed for consumption and interop by these clients. Note: You can download the full source code for this sample from here To illustrate this point, lets say we have a simple service that looks like: Service Contract public interface IService1 { [OperationContract] [FaultContract(typeof(DataFault))] string GetData(DataModel1 model); [OperationContract] [FaultContract(typeof(DataFault))] string GetMoreData(DataModel2 model); } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Service Implementation/Behaviour public class Service1 : IService1 { public string GetData(DataModel1 model) { return string.Format("Some Field was: {0} and another field was {1}", model.SomeField,model.AnotherField); } public string GetMoreData(DataModel2 model) { return string.Format("Name: {0}, age: {1}", model.Name, model.Age); } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Configuration File <system.serviceModel> <services> <service name="SingleWSDL_WcfService.Service1" behaviorConfiguration="SingleWSDL_WcfService.Service1Behavior"> <!-- ...std/default data omitted for brevity..... --> <endpoint address ="" binding="wsHttpBinding" contract="SingleWSDL_WcfService.IService1" > ....... </services> <behaviors> <serviceBehaviors> <behavior name="SingleWSDL_WcfService.Service1Behavior"> ........ </behavior> </serviceBehaviors> </behaviors> </system.serviceModel> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } When WCF is asked to produce a WSDL for this service, it will produce a file that looks something like this (note: some sections omitted for brevity): <?xml version="1.0" encoding="utf-8" ?> - <wsdl:definitions name="Service1" targetNamespace="http://tempuri.org/" xmlns:wsdl="http://schemas.xmlsoap.org/wsdl/" xmlns:soap="http://schemas.xmlsoap.org/wsdl/soap/" ...... namespace definitions omitted for brevity + <wsp:Policy wsu:Id="WSHttpBinding_IService1_policy"> ... multiple policy items omitted for brevity </wsp:Policy> - <wsdl:types> - <xsd:schema targetNamespace="http://tempuri.org/Imports"> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd0" namespace="http://tempuri.org/" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd3" namespace="Http://SingleWSDL/Fault" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd1" namespace="http://schemas.microsoft.com/2003/10/Serialization/" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd2" namespace="http://SingleWSDL/Model1" /> <xsd:import schemaLocation="http://localhost:2370/HostingSite/Service-default.svc?xsd=xsd4" namespace="http://SingleWSDL/Model2" /> </xsd:schema> </wsdl:types> + <wsdl:message name="IService1_GetData_InputMessage"> .... </wsdl:message> - <wsdl:operation name="GetData"> ..... </wsdl:operation> - <wsdl:service name="Service1"> ....... </wsdl:service> </wsdl:definitions> The above snippet from the WSDL shows the external links and references that are generated by WCF for a relatively simple service. Note the xsd:import statements that reference external XSD definitions which are also generated by WCF. In order to get WCF to produce a single WSDL file, we first need to follow some good practices when it comes to WCF service definitions. Step 1: Define a namespace for your service contract. [ServiceContract(Namespace="http://SingleWSDL/Service1")] public interface IService1 { ...... } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Normally you would not use a literal string and may instead define a constant to use in your own application for the namespace. When this is applied and we generate the WSDL, we get the following statement inserted into the document: <wsdl:import namespace="http://SingleWSDL/Service1" location="http://localhost:2370/HostingSite/Service-default.svc?wsdl=wsdl0" /> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } All the previous imports have gone. If we follow this link, we will see that the XSD imports are now in this external WSDL file. Not really any benefit for our purposes. Step 2: Define a namespace for your service behaviour [ServiceBehavior(Namespace = "http://SingleWSDL/Service1")] public class Service1 : IService1 { ...... } As you can see, the namespace of the service behaviour should be the same as the service contract interface to which it implements. Failure to do these tasks will cause WCF to emit its default http://tempuri.org namespace all over the place and cause WCF to still generate import statements. This is also true if the namespace of the contract and behaviour differ. If you define one and not the other, defaults kick in, and youll find extra imports generated. While each of the previous 2 steps wont cause any less import statements to be generated, you will notice that namespace definitions within the WSDL have identical, well defined names. Step 3: Define a binding namespace In the configuration file, modify the endpoint configuration line item to iunclude a bindingNamespace attribute which is the same as that defined on the service behaviour and service contract <endpoint address="" binding="wsHttpBinding" contract="SingleWSDL_WcfService.IService1" bindingNamespace="http://SingleWSDL/Service1"> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } However, this does not completely solve the issue. What this will do is remove the WSDL import statements like this one: <wsdl:import namespace="http://SingleWSDL/Service1" location="http://localhost:2370/HostingSite/Service-default.svc?wsdl" /> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } from the generated WSDL. Finally. the magic. Step 4: Use a custom endpoint behaviour to read in external imports and include in the main WSDL output. In order to force WCF to output a single WSDL with all the required definitions, we need to define a custom WSDL Export extension that can be applied to any endpoints. This requires implementing the IWsdlExportExtension and IEndpointBehavior interfaces and then reading in any imported schemas, and adding that output to the main, flattened WSDL to be output. Sounds like fun right..? Hmmm well maybe not. This step sounds a little hairy, but its actually quite easy thanks to some kind individuals who have already done this for us. As far as I know, there are 2 available implementations that we can easily use to perform the import and WSDL flattening.  WCFExtras which is on codeplex and FlatWsdl by Thinktecture. Both implementations actually do exactly the same thing with the imports and provide an endpoint behaviour, however FlatWsdl does a little more work for us by providing a ServiceHostFactory that we can use which automatically attaches the requisite behaviour to our endpoints for us. To use this in an IIS hosted service, we can modify the .SVC file to specify this ne factory to use like so: <%@ ServiceHost Language="C#" Debug="true" Service="SingleWSDL_WcfService.Service1" Factory="Thinktecture.ServiceModel.Extensions.Description.FlatWsdlServiceHostFactory" %> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Within a service application or another form of executable such as a console app, we can simply create an instance of the custom service host and open it as we normally would as shown here: FlatWsdlServiceHost host = new FlatWsdlServiceHost(typeof(Service1)); host.Open(); And we are done. WCF will now generate one single WSDL file that contains all he WSDL imports and data/XSD imports. You can download the full source code for this sample from here Hope this has helped you. Note: Please note that I have not extensively tested this in a number of different scenarios so no guarantees there.Did you know that DotNetSlackers also publishes .net articles written by top known .net Authors? We already have over 80 articles in several categories including Silverlight. Take a look: here.

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  • Upgrade existing WinForms applications to use the latest RadControls

    Upgrading projects to new versions can be a pain, especially when you have to update several assemblies from a single version, as is the case with RadControls for WinForms. Q1 2010 simplifies this process a lot, by giving a couple of ways (one new and one updated) to upgrade existing applications to the latest and greatest version of RadControls for WinForms: By using the new Visual Studio Extensions (VSX), available in VS2005, VS2008 and VS2010 RC; By using the updated Project Upgrade Utility. Here are the steps: Upgrading a classic Windows Forms application to the latest RadControls for WinForms by using the Visual Studio Extensions Install RadControls for WinForms Q1 2010 Open the classic Windows Forms application (VB or C#) Open the Telerik Menu and select RadControls for WinForms --> Convert to Telerik WinForms Application     Select the Telerik controls you plan to use in the application, as well as a theme, and click OK. The VSX package will add the needed assemblies to your project automatically for you.     Replace the standard controls on your form with the respective Telerik controls.     Run the application to see the result. Upgrading an older RadControls application to the latest RadControls for WinForms by using the Visual Studio Extensions Install RadControls for WinForms Q1 2010. Open your current RadControls application (VB or C#), which uses pre-Q1 2010 assembly versions. Open the Telerik Menu and select RadControls for WinForms --> Upgrade Wizard   Choose to either use the online downloader of the latest version, or to use the currently installed version. The VSX package will check what assemblies you use in your project and will upgrade them automatically.     Run the application to see the result. Upgrading an older RadControls application to the latest RadControls for WinForms by using the Project Upgrade Utility The Q1 2010 Project Upgrade Utility now features upgrading not only a single project, but all projects in a directory/solution (recursively). The tool is quite intuitive - simply choose your solution folder (or a folder with several projects)m and click Update. Feel free to leave a comment. Did you know that DotNetSlackers also publishes .net articles written by top known .net Authors? We already have over 80 articles in several categories including Silverlight. Take a look: here.

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  • Using jQuery and OData to Insert a Database Record

    - by Stephen Walther
    In my previous blog entry, I explored two ways of inserting a database record using jQuery. We added a new Movie to the Movie database table by using a generic handler and by using a WCF service. In this blog entry, I want to take a brief look at how you can insert a database record using OData. Introduction to OData The Open Data Protocol (OData) was developed by Microsoft to be an open standard for communicating data across the Internet. Because the protocol is compatible with standards such as REST and JSON, the protocol is particularly well suited for Ajax. OData has undergone several name changes. It was previously referred to as Astoria and ADO.NET Data Services. OData is used by Sharepoint Server 2010, Azure Storage Services, Excel 2010, SQL Server 2008, and project code name “Dallas.” Because OData is being adopted as the public interface of so many important Microsoft technologies, it is a good protocol to learn. You can learn more about OData by visiting the following websites: http://www.odata.org http://msdn.microsoft.com/en-us/data/bb931106.aspx When using the .NET framework, you can easily expose database data through the OData protocol by creating a WCF Data Service. In this blog entry, I will create a WCF Data Service that exposes the Movie database table. Create the Database and Data Model The MoviesDB database is a simple database that contains the following Movies table: You need to create a data model to represent the MoviesDB database. In this blog entry, I use the ADO.NET Entity Framework to create my data model. However, WCF Data Services and OData are not tied to any particular OR/M framework such as the ADO.NET Entity Framework. For details on creating the Entity Framework data model for the MoviesDB database, see the previous blog entry. Create a WCF Data Service You create a new WCF Service by selecting the menu option Project, Add New Item and selecting the WCF Data Service item template (see Figure 1). Name the new WCF Data Service MovieService.svc. Figure 1 – Adding a WCF Data Service Listing 1 contains the default code that you get when you create a new WCF Data Service. There are two things that you need to modify. Listing 1 – New WCF Data Service File using System; using System.Collections.Generic; using System.Data.Services; using System.Data.Services.Common; using System.Linq; using System.ServiceModel.Web; using System.Web; namespace WebApplication1 { public class MovieService : DataService< /* TODO: put your data source class name here */ > { // This method is called only once to initialize service-wide policies. public static void InitializeService(DataServiceConfiguration config) { // TODO: set rules to indicate which entity sets and service operations are visible, updatable, etc. // Examples: // config.SetEntitySetAccessRule("MyEntityset", EntitySetRights.AllRead); // config.SetServiceOperationAccessRule("MyServiceOperation", ServiceOperationRights.All); config.DataServiceBehavior.MaxProtocolVersion = DataServiceProtocolVersion.V2; } } } First, you need to replace the comment /* TODO: put your data source class name here */ with a class that represents the data that you want to expose from the service. In our case, we need to replace the comment with a reference to the MoviesDBEntities class generated by the Entity Framework. Next, you need to configure the security for the WCF Data Service. By default, you cannot query or modify the movie data. We need to update the Entity Set Access Rule to enable us to insert a new database record. The updated MovieService.svc is contained in Listing 2: Listing 2 – MovieService.svc using System.Data.Services; using System.Data.Services.Common; namespace WebApplication1 { public class MovieService : DataService<MoviesDBEntities> { public static void InitializeService(DataServiceConfiguration config) { config.SetEntitySetAccessRule("Movies", EntitySetRights.AllWrite); config.DataServiceBehavior.MaxProtocolVersion = DataServiceProtocolVersion.V2; } } } That’s all we have to do. We can now insert a new Movie into the Movies database table by posting a new Movie to the following URL: /MovieService.svc/Movies The request must be a POST request. The Movie must be represented as JSON. Using jQuery with OData The HTML page in Listing 3 illustrates how you can use jQuery to insert a new Movie into the Movies database table using the OData protocol. Listing 3 – Default.htm <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head> <title>jQuery OData Insert</title> <script src="http://ajax.microsoft.com/ajax/jquery/jquery-1.4.2.js" type="text/javascript"></script> <script src="Scripts/json2.js" type="text/javascript"></script> </head> <body> <form> <label>Title:</label> <input id="title" /> <br /> <label>Director:</label> <input id="director" /> </form> <button id="btnAdd">Add Movie</button> <script type="text/javascript"> $("#btnAdd").click(function () { // Convert the form into an object var data = { Title: $("#title").val(), Director: $("#director").val() }; // JSONify the data var data = JSON.stringify(data); // Post it $.ajax({ type: "POST", contentType: "application/json; charset=utf-8", url: "MovieService.svc/Movies", data: data, dataType: "json", success: insertCallback }); }); function insertCallback(result) { // unwrap result var newMovie = result["d"]; // Show primary key alert("Movie added with primary key " + newMovie.Id); } </script> </body> </html> jQuery does not include a JSON serializer. Therefore, we need to include the JSON2 library to serialize the new Movie that we wish to create. The Movie is serialized by calling the JSON.stringify() method: var data = JSON.stringify(data); You can download the JSON2 library from the following website: http://www.json.org/js.html The jQuery ajax() method is called to insert the new Movie. Notice that both the contentType and dataType are set to use JSON. The jQuery ajax() method is used to perform a POST operation against the URL MovieService.svc/Movies. Because the POST payload contains a JSON representation of a new Movie, a new Movie is added to the database table of Movies. When the POST completes successfully, the insertCallback() method is called. The new Movie is passed to this method. The method simply displays the primary key of the new Movie: Summary The OData protocol (and its enabling technology named WCF Data Services) works very nicely with Ajax. By creating a WCF Data Service, you can quickly expose your database data to an Ajax application by taking advantage of open standards such as REST, JSON, and OData. In the next blog entry, I want to take a closer look at how the OData protocol supports different methods of querying data.

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  • Adding Client Validation To DataAnnotations DataType Attribute

    - by srkirkland
    The System.ComponentModel.DataAnnotations namespace contains a validation attribute called DataTypeAttribute, which takes an enum specifying what data type the given property conforms to.  Here are a few quick examples: public class DataTypeEntity { [DataType(DataType.Date)] public DateTime DateTime { get; set; }   [DataType(DataType.EmailAddress)] public string EmailAddress { get; set; } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } This attribute comes in handy when using ASP.NET MVC, because the type you specify will determine what “template” MVC uses.  Thus, for the DateTime property if you create a partial in Views/[loc]/EditorTemplates/Date.ascx (or cshtml for razor), that view will be used to render the property when using any of the Html.EditorFor() methods. One thing that the DataType() validation attribute does not do is any actual validation.  To see this, let’s take a look at the EmailAddress property above.  It turns out that regardless of the value you provide, the entity will be considered valid: //valid new DataTypeEntity {EmailAddress = "Foo"}; .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Hmmm.  Since DataType() doesn’t validate, that leaves us with two options: (1) Create our own attributes for each datatype to validate, like [Date], or (2) add validation into the DataType attribute directly.  In this post, I will show you how to hookup client-side validation to the existing DataType() attribute for a desired type.  From there adding server-side validation would be a breeze and even writing a custom validation attribute would be simple (more on that in future posts). Validation All The Way Down Our goal will be to leave our DataTypeEntity class (from above) untouched, requiring no reference to System.Web.Mvc.  Then we will make an ASP.NET MVC project that allows us to create a new DataTypeEntity and hookup automatic client-side date validation using the suggested “out-of-the-box” jquery.validate bits that are included with ASP.NET MVC 3.  For simplicity I’m going to focus on the only DateTime field, but the concept is generally the same for any other DataType. Building a DataTypeAttribute Adapter To start we will need to build a new validation adapter that we can register using ASP.NET MVC’s DataAnnotationsModelValidatorProvider.RegisterAdapter() method.  This method takes two Type parameters; The first is the attribute we are looking to validate with and the second is an adapter that should subclass System.Web.Mvc.ModelValidator. Since we are extending DataAnnotations we can use the subclass of ModelValidator called DataAnnotationsModelValidator<>.  This takes a generic argument of type DataAnnotations.ValidationAttribute, which lucky for us means the DataTypeAttribute will fit in nicely. So starting from there and implementing the required constructor, we get: public class DataTypeAttributeAdapter : DataAnnotationsModelValidator<DataTypeAttribute> { public DataTypeAttributeAdapter(ModelMetadata metadata, ControllerContext context, DataTypeAttribute attribute) : base(metadata, context, attribute) { } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Now you have a full-fledged validation adapter, although it doesn’t do anything yet.  There are two methods you can override to add functionality, IEnumerable<ModelValidationResult> Validate(object container) and IEnumerable<ModelClientValidationRule> GetClientValidationRules().  Adding logic to the server-side Validate() method is pretty straightforward, and for this post I’m going to focus on GetClientValidationRules(). Adding a Client Validation Rule Adding client validation is now incredibly easy because jquery.validate is very powerful and already comes with a ton of validators (including date and regular expressions for our email example).  Teamed with the new unobtrusive validation javascript support we can make short work of our ModelClientValidationDateRule: public class ModelClientValidationDateRule : ModelClientValidationRule { public ModelClientValidationDateRule(string errorMessage) { ErrorMessage = errorMessage; ValidationType = "date"; } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } If your validation has additional parameters you can the ValidationParameters IDictionary<string,object> to include them.  There is a little bit of conventions magic going on here, but the distilled version is that we are defining a “date” validation type, which will be included as html5 data-* attributes (specifically data-val-date).  Then jquery.validate.unobtrusive takes this attribute and basically passes it along to jquery.validate, which knows how to handle date validation. Finishing our DataTypeAttribute Adapter Now that we have a model client validation rule, we can return it in the GetClientValidationRules() method of our DataTypeAttributeAdapter created above.  Basically I want to say if DataType.Date was provided, then return the date rule with a given error message (using ValidationAttribute.FormatErrorMessage()).  The entire adapter is below: public class DataTypeAttributeAdapter : DataAnnotationsModelValidator<DataTypeAttribute> { public DataTypeAttributeAdapter(ModelMetadata metadata, ControllerContext context, DataTypeAttribute attribute) : base(metadata, context, attribute) { }   public override System.Collections.Generic.IEnumerable<ModelClientValidationRule> GetClientValidationRules() { if (Attribute.DataType == DataType.Date) { return new[] { new ModelClientValidationDateRule(Attribute.FormatErrorMessage(Metadata.GetDisplayName())) }; }   return base.GetClientValidationRules(); } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Putting it all together Now that we have an adapter for the DataTypeAttribute, we just need to tell ASP.NET MVC to use it.  The easiest way to do this is to use the built in DataAnnotationsModelValidatorProvider by calling RegisterAdapter() in your global.asax startup method. DataAnnotationsModelValidatorProvider.RegisterAdapter(typeof(DataTypeAttribute), typeof(DataTypeAttributeAdapter)); .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Show and Tell Let’s see this in action using a clean ASP.NET MVC 3 project.  First make sure to reference the jquery, jquery.vaidate and jquery.validate.unobtrusive scripts that you will need for client validation. Next, let’s make a model class (note we are using the same built-in DataType() attribute that comes with System.ComponentModel.DataAnnotations). public class DataTypeEntity { [DataType(DataType.Date, ErrorMessage = "Please enter a valid date (ex: 2/14/2011)")] public DateTime DateTime { get; set; } } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Then we make a create page with a strongly-typed DataTypeEntity model, the form section is shown below (notice we are just using EditorForModel): @using (Html.BeginForm()) { @Html.ValidationSummary(true) <fieldset> <legend>Fields</legend>   @Html.EditorForModel()   <p> <input type="submit" value="Create" /> </p> </fieldset> } .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } The final step is to register the adapter in our global.asax file: DataAnnotationsModelValidatorProvider.RegisterAdapter(typeof(DataTypeAttribute), typeof(DataTypeAttributeAdapter)); Now we are ready to run the page: Looking at the datetime field’s html, we see that our adapter added some data-* validation attributes: <input type="text" value="1/1/0001" name="DateTime" id="DateTime" data-val-required="The DateTime field is required." data-val-date="Please enter a valid date (ex: 2/14/2011)" data-val="true" class="text-box single-line valid"> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Here data-val-required was added automatically because DateTime is non-nullable, and data-val-date was added by our validation adapter.  Now if we try to add an invalid date: Our custom error message is displayed via client-side validation as soon as we tab out of the box.  If we didn’t include a custom validation message, the default DataTypeAttribute “The field {0} is invalid” would have been shown (of course we can change the default as well).  Note we did not specify server-side validation, but in this case we don’t have to because an invalid date will cause a server-side error during model binding. Conclusion I really like how easy it is to register new data annotations model validators, whether they are your own or, as in this post, supplements to existing validation attributes.  I’m still debating about whether adding the validation directly in the DataType attribute is the correct place to put it versus creating a dedicated “Date” validation attribute, but it’s nice to know either option is available and, as we’ve seen, simple to implement. I’m also working through the nascent stages of an open source project that will create validation attribute extensions to the existing data annotations providers using similar techniques as seen above (examples: Email, Url, EqualTo, Min, Max, CreditCard, etc).  Keep an eye on this blog and subscribe to my twitter feed (@srkirkland) if you are interested for announcements.

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  • Adding DTrace Probes to PHP Extensions

    - by cj
    The powerful DTrace tracing facility has some PHP-specific probes that can be enabled with --enable-dtrace. DTrace for Linux is being created by Oracle and is currently in tech preview. Currently it doesn't support userspace tracing so, in the meantime, Systemtap can be used to monitor the probes implemented in PHP. This was recently outlined in David Soria Parra's post Probing PHP with Systemtap on Linux. My post shows how DTrace probes can be added to PHP extensions and traced on Linux. I was using Oracle Linux 6.3. Not all Linux kernels are built with Systemtap, since this can impact stability. Check whether your running kernel (or others installed) have Systemtap enabled, and reboot with such a kernel: # grep CONFIG_UTRACE /boot/config-`uname -r` # grep CONFIG_UTRACE /boot/config-* When you install Systemtap itself, the package systemtap-sdt-devel is needed since it provides the sdt.h header file: # yum install systemtap-sdt-devel You can now install and build PHP as shown in David's article. Basically the build is with: $ cd ~/php-src $ ./configure --disable-all --enable-dtrace $ make (For me, running 'make' a second time failed with an error. The workaround is to do 'git checkout Zend/zend_dtrace.d' and then rerun 'make'. See PHP Bug 63704) David's article shows how to trace the probes already implemented in PHP. You can also use Systemtap to trace things like userspace PHP function calls. For example, create test.php: <?php $c = oci_connect('hr', 'welcome', 'localhost/orcl'); $s = oci_parse($c, "select dbms_xmlgen.getxml('select * from dual') xml from dual"); $r = oci_execute($s); $row = oci_fetch_array($s, OCI_NUM); $x = $row[0]->load(); $row[0]->free(); echo $x; ?> The normal output of this file is the XML form of Oracle's DUAL table: $ ./sapi/cli/php ~/test.php <?xml version="1.0"?> <ROWSET> <ROW> <DUMMY>X</DUMMY> </ROW> </ROWSET> To trace the PHP function calls, create the tracing file functrace.stp: probe process("sapi/cli/php").function("zif_*") { printf("Started function %s\n", probefunc()); } probe process("sapi/cli/php").function("zif_*").return { printf("Ended function %s\n", probefunc()); } This makes use of the way PHP userspace functions (not builtins) like oci_connect() map to C functions with a "zif_" prefix. Login as root, and run System tap on the PHP script: # cd ~cjones/php-src # stap -c 'sapi/cli/php ~cjones/test.php' ~cjones/functrace.stp Started function zif_oci_connect Ended function zif_oci_connect Started function zif_oci_parse Ended function zif_oci_parse Started function zif_oci_execute Ended function zif_oci_execute Started function zif_oci_fetch_array Ended function zif_oci_fetch_array Started function zif_oci_lob_load <?xml version="1.0"?> <ROWSET> <ROW> <DUMMY>X</DUMMY> </ROW> </ROWSET> Ended function zif_oci_lob_load Started function zif_oci_free_descriptor Ended function zif_oci_free_descriptor Each call and return is logged. The Systemtap scripting language allows complex scripts to be built. There are many examples on the web. To augment this generic capability and the PHP probes in PHP, other extensions can have probes too. Below are the steps I used to add probes to OCI8: I created a provider file ext/oci8/oci8_dtrace.d, enabling three probes. The first one will accept a parameter that runtime tracing can later display: provider php { probe oci8__connect(char *username); probe oci8__nls_start(); probe oci8__nls_done(); }; I updated ext/oci8/config.m4 with the PHP_INIT_DTRACE macro. The patch is at the end of config.m4. The macro takes the provider prototype file, a name of the header file that 'dtrace' will generate, and a list of sources files with probes. When --enable-dtrace is used during PHP configuration, then the outer $PHP_DTRACE check is true and my new probes will be enabled. I've chosen to define an OCI8 specific macro, HAVE_OCI8_DTRACE, which can be used in the OCI8 source code: diff --git a/ext/oci8/config.m4 b/ext/oci8/config.m4 index 34ae76c..f3e583d 100644 --- a/ext/oci8/config.m4 +++ b/ext/oci8/config.m4 @@ -341,4 +341,17 @@ if test "$PHP_OCI8" != "no"; then PHP_SUBST_OLD(OCI8_ORACLE_VERSION) fi + + if test "$PHP_DTRACE" = "yes"; then + AC_CHECK_HEADERS([sys/sdt.h], [ + PHP_INIT_DTRACE([ext/oci8/oci8_dtrace.d], + [ext/oci8/oci8_dtrace_gen.h],[ext/oci8/oci8.c]) + AC_DEFINE(HAVE_OCI8_DTRACE,1, + [Whether to enable DTrace support for OCI8 ]) + ], [ + AC_MSG_ERROR( + [Cannot find sys/sdt.h which is required for DTrace support]) + ]) + fi + fi In ext/oci8/oci8.c, I added the probes at, for this example, semi-arbitrary places: diff --git a/ext/oci8/oci8.c b/ext/oci8/oci8.c index e2241cf..ffa0168 100644 --- a/ext/oci8/oci8.c +++ b/ext/oci8/oci8.c @@ -1811,6 +1811,12 @@ php_oci_connection *php_oci_do_connect_ex(char *username, int username_len, char } } +#ifdef HAVE_OCI8_DTRACE + if (DTRACE_OCI8_CONNECT_ENABLED()) { + DTRACE_OCI8_CONNECT(username); + } +#endif + /* Initialize global handles if they weren't initialized before */ if (OCI_G(env) == NULL) { php_oci_init_global_handles(TSRMLS_C); @@ -1870,11 +1876,22 @@ php_oci_connection *php_oci_do_connect_ex(char *username, int username_len, char size_t rsize = 0; sword result; +#ifdef HAVE_OCI8_DTRACE + if (DTRACE_OCI8_NLS_START_ENABLED()) { + DTRACE_OCI8_NLS_START(); + } +#endif PHP_OCI_CALL_RETURN(result, OCINlsEnvironmentVariableGet, (&charsetid_nls_lang, 0, OCI_NLS_CHARSET_ID, 0, &rsize)); if (result != OCI_SUCCESS) { charsetid_nls_lang = 0; } smart_str_append_unsigned_ex(&hashed_details, charsetid_nls_lang, 0); + +#ifdef HAVE_OCI8_DTRACE + if (DTRACE_OCI8_NLS_DONE_ENABLED()) { + DTRACE_OCI8_NLS_DONE(); + } +#endif } timestamp = time(NULL); The oci_connect(), oci_pconnect() and oci_new_connect() calls all use php_oci_do_connect_ex() internally. The first probe simply records that the PHP application made a connection call. I already showed a way to do this without needing a probe, but adding a specific probe lets me record the username. The other two probes can be used to time how long the globalization initialization takes. The relationships between the oci8_dtrace.d names like oci8__connect, the probe guards like DTRACE_OCI8_CONNECT_ENABLED() and probe names like DTRACE_OCI8_CONNECT() are obvious after seeing the pattern of all three probes. I included the new header that will be automatically created by the dtrace tool when PHP is built. I did this in ext/oci8/php_oci8_int.h: diff --git a/ext/oci8/php_oci8_int.h b/ext/oci8/php_oci8_int.h index b0d6516..c81fc5a 100644 --- a/ext/oci8/php_oci8_int.h +++ b/ext/oci8/php_oci8_int.h @@ -44,6 +44,10 @@ # endif # endif /* osf alpha */ +#ifdef HAVE_OCI8_DTRACE +#include "oci8_dtrace_gen.h" +#endif + #if defined(min) #undef min #endif Now PHP can be rebuilt: $ cd ~/php-src $ rm configure && ./buildconf --force $ ./configure --disable-all --enable-dtrace \ --with-oci8=instantclient,/home/cjones/instantclient $ make If 'make' fails, do the 'git checkout Zend/zend_dtrace.d' trick I mentioned. The new probes can be seen by logging in as root and running: # stap -l 'process.provider("php").mark("oci8*")' -c 'sapi/cli/php -i' process("sapi/cli/php").provider("php").mark("oci8__connect") process("sapi/cli/php").provider("php").mark("oci8__nls_done") process("sapi/cli/php").provider("php").mark("oci8__nls_start") To test them out, create a new trace file, oci.stp: global numconnects; global start; global numcharlookups = 0; global tottime = 0; probe process.provider("php").mark("oci8-connect") { printf("Connected as %s\n", user_string($arg1)); numconnects += 1; } probe process.provider("php").mark("oci8-nls_start") { start = gettimeofday_us(); numcharlookups++; } probe process.provider("php").mark("oci8-nls_done") { tottime += gettimeofday_us() - start; } probe end { printf("Connects: %d, Charset lookups: %ld\n", numconnects, numcharlookups); printf("Total NLS charset initalization time: %ld usecs/connect\n", (numcharlookups 0 ? tottime/numcharlookups : 0)); } This calculates the average time that the NLS character set lookup takes. It also prints out the username of each connection, as an example of using parameters. Login as root and run Systemtap over the PHP script: # cd ~cjones/php-src # stap -c 'sapi/cli/php ~cjones/test.php' ~cjones/oci.stp Connected as cj <?xml version="1.0"?> <ROWSET> <ROW> <DUMMY>X</DUMMY> </ROW> </ROWSET> Connects: 1, Charset lookups: 1 Total NLS charset initalization time: 164 usecs/connect This shows the time penalty of making OCI8 look up the default character set. This time would be zero if a character set had been passed as the fourth argument to oci_connect() in test.php.

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  • Guidance: A Branching strategy for Scrum Teams

    - by Martin Hinshelwood
    Having a good branching strategy will save your bacon, or at least your code. Be careful when deviating from your branching strategy because if you do, you may be worse off than when you started! This is one possible branching strategy for Scrum teams and I will not be going in depth with Scrum but you can find out more about Scrum by reading the Scrum Guide and you can even assess your Scrum knowledge by having a go at the Scrum Open Assessment. You can also read SSW’s Rules to Better Scrum using TFS which have been developed during our own Scrum implementations. Acknowledgements Bill Heys – Bill offered some good feedback on this post and helped soften the language. Note: Bill is a VS ALM Ranger and co-wrote the Branching Guidance for TFS 2010 Willy-Peter Schaub – Willy-Peter is an ex Visual Studio ALM MVP turned blue badge and has been involved in most of the guidance including the Branching Guidance for TFS 2010 Chris Birmele – Chris wrote some of the early TFS Branching and Merging Guidance. Dr Paul Neumeyer, Ph.D Parallel Processes, ScrumMaster and SSW Solution Architect – Paul wanted to have feature branches coming from the release branch as well. We agreed that this is really a spin-off that needs own project, backlog, budget and Team. Scenario: A product is developed RTM 1.0 is released and gets great sales.  Extra features are demanded but the new version will have double to price to pay to recover costs, work is approved by the guys with budget and a few sprints later RTM 2.0 is released.  Sales a very low due to the pricing strategy. There are lots of clients on RTM 1.0 calling out for patches. As I keep getting Reverse Integration and Forward Integration mixed up and Bill keeps slapping my wrists I thought I should have a reminder: You still seemed to use reverse and/or forward integration in the wrong context. I would recommend reviewing your document at the end to ensure that it agrees with the common understanding of these terms merge (forward integration) from parent to child (same direction as the branch), and merge  (reverse integration) from child to parent (the reverse direction of the branch). - one of my many slaps on the wrist from Bill Heys.   As I mentioned previously we are using a single feature branching strategy in our current project. The single biggest mistake developers make is developing against the “Main” or “Trunk” line. This ultimately leads to messy code as things are added and never finished. Your only alternative is to NEVER check in unless your code is 100%, but this does not work in practice, even with a single developer. Your ADD will kick in and your half-finished code will be finished enough to pass the build and the tests. You do use builds don’t you? Sadly, this is a very common scenario and I have had people argue that branching merely adds complexity. Then again I have seen the other side of the universe ... branching  structures from he... We should somehow convince everyone that there is a happy between no-branching and too-much-branching. - Willy-Peter Schaub, VS ALM Ranger, Microsoft   A key benefit of branching for development is to isolate changes from the stable Main branch. Branching adds sanity more than it adds complexity. We do try to stress in our guidance that it is important to justify a branch, by doing a cost benefit analysis. The primary cost is the effort to do merges and resolve conflicts. A key benefit is that you have a stable code base in Main and accept changes into Main only after they pass quality gates, etc. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft The second biggest mistake developers make is branching anything other than the WHOLE “Main” line. If you branch parts of your code and not others it gets out of sync and can make integration a nightmare. You should have your Source, Assets, Build scripts deployment scripts and dependencies inside the “Main” folder and branch the whole thing. Some departments within MSFT even go as far as to add the environments used to develop the product in there as well; although I would not recommend that unless you have a massive SQL cluster to house your source code. We tried the “add environment” back in South-Africa and while it was “phenomenal”, especially when having to switch between environments, the disk storage and processing requirements killed us. We opted for virtualization to skin this cat of keeping a ready-to-go environment handy. - Willy-Peter Schaub, VS ALM Ranger, Microsoft   I think people often think that you should have separate branches for separate environments (e.g. Dev, Test, Integration Test, QA, etc.). I prefer to think of deploying to environments (such as from Main to QA) rather than branching for QA). - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   You can read about SSW’s Rules to better Source Control for some additional information on what Source Control to use and how to use it. There are also a number of branching Anti-Patterns that should be avoided at all costs: You know you are on the wrong track if you experience one or more of the following symptoms in your development environment: Merge Paranoia—avoiding merging at all cost, usually because of a fear of the consequences. Merge Mania—spending too much time merging software assets instead of developing them. Big Bang Merge—deferring branch merging to the end of the development effort and attempting to merge all branches simultaneously. Never-Ending Merge—continuous merging activity because there is always more to merge. Wrong-Way Merge—merging a software asset version with an earlier version. Branch Mania—creating many branches for no apparent reason. Cascading Branches—branching but never merging back to the main line. Mysterious Branches—branching for no apparent reason. Temporary Branches—branching for changing reasons, so the branch becomes a permanent temporary workspace. Volatile Branches—branching with unstable software assets shared by other branches or merged into another branch. Note   Branches are volatile most of the time while they exist as independent branches. That is the point of having them. The difference is that you should not share or merge branches while they are in an unstable state. Development Freeze—stopping all development activities while branching, merging, and building new base lines. Berlin Wall—using branches to divide the development team members, instead of dividing the work they are performing. -Branching and Merging Primer by Chris Birmele - Developer Tools Technical Specialist at Microsoft Pty Ltd in Australia   In fact, this can result in a merge exercise no-one wants to be involved in, merging hundreds of thousands of change sets and trying to get a consolidated build. Again, we need to find a happy medium. - Willy-Peter Schaub on Merge Paranoia Merge conflicts are generally the result of making changes to the same file in both the target and source branch. If you create merge conflicts, you will eventually need to resolve them. Often the resolution is manual. Merging more frequently allows you to resolve these conflicts close to when they happen, making the resolution clearer. Waiting weeks or months to resolve them, the Big Bang approach, means you are more likely to resolve conflicts incorrectly. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   Figure: Main line, this is where your stable code lives and where any build has known entities, always passes and has a happy test that passes as well? Many development projects consist of, a single “Main” line of source and artifacts. This is good; at least there is source control . There are however a couple of issues that need to be considered. What happens if: you and your team are working on a new set of features and the customer wants a change to his current version? you are working on two features and the customer decides to abandon one of them? you have two teams working on different feature sets and their changes start interfering with each other? I just use labels instead of branches? That's a lot of “what if’s”, but there is a simple way of preventing this. Branching… In TFS, labels are not immutable. This does not mean they are not useful. But labels do not provide a very good development isolation mechanism. Branching allows separate code sets to evolve separately (e.g. Current with hotfixes, and vNext with new development). I don’t see how labels work here. - Bill Heys, VS ALM Ranger & TFS Branching Lead, Microsoft   Figure: Creating a single feature branch means you can isolate the development work on that branch.   Its standard practice for large projects with lots of developers to use Feature branching and you can check the Branching Guidance for the latest recommendations from the Visual Studio ALM Rangers for other methods. In the diagram above you can see my recommendation for branching when using Scrum development with TFS 2010. It consists of a single Sprint branch to contain all the changes for the current sprint. The main branch has the permissions changes so contributors to the project can only Branch and Merge with “Main”. This will prevent accidental check-ins or checkouts of the “Main” line that would contaminate the code. The developers continue to develop on sprint one until the completion of the sprint. Note: In the real world, starting a new Greenfield project, this process starts at Sprint 2 as at the start of Sprint 1 you would have artifacts in version control and no need for isolation.   Figure: Once the sprint is complete the Sprint 1 code can then be merged back into the Main line. There are always good practices to follow, and one is to always do a Forward Integration from Main into Sprint 1 before you do a Reverse Integration from Sprint 1 back into Main. In this case it may seem superfluous, but this builds good muscle memory into your developer’s work ethic and means that no bad habits are learned that would interfere with additional Scrum Teams being added to the Product. The process of completing your sprint development: The Team completes their work according to their definition of done. Merge from “Main” into “Sprint1” (Forward Integration) Stabilize your code with any changes coming from other Scrum Teams working on the same product. If you have one Scrum Team this should be quick, but there may have been bug fixes in the Release branches. (we will talk about release branches later) Merge from “Sprint1” into “Main” to commit your changes. (Reverse Integration) Check-in Delete the Sprint1 branch Note: The Sprint 1 branch is no longer required as its useful life has been concluded. Check-in Done But you are not yet done with the Sprint. The goal in Scrum is to have a “potentially shippable product” at the end of every Sprint, and we do not have that yet, we only have finished code.   Figure: With Sprint 1 merged you can create a Release branch and run your final packaging and testing In 99% of all projects I have been involved in or watched, a “shippable product” only happens towards the end of the overall lifecycle, especially when sprints are short. The in-between releases are great demonstration releases, but not shippable. Perhaps it comes from my 80’s brain washing that we only ship when we reach the agreed quality and business feature bar. - Willy-Peter Schaub, VS ALM Ranger, Microsoft Although you should have been testing and packaging your code all the way through your Sprint 1 development, preferably using an automated process, you still need to test and package with stable unchanging code. This is where you do what at SSW we call a “Test Please”. This is first an internal test of the product to make sure it meets the needs of the customer and you generally use a resource external to your Team. Then a “Test Please” is conducted with the Product Owner to make sure he is happy with the output. You can read about how to conduct a Test Please on our Rules to Successful Projects: Do you conduct an internal "test please" prior to releasing a version to a client?   Figure: If you find a deviation from the expected result you fix it on the Release branch. If during your final testing or your “Test Please” you find there are issues or bugs then you should fix them on the release branch. If you can’t fix them within the time box of your Sprint, then you will need to create a Bug and put it onto the backlog for prioritization by the Product owner. Make sure you leave plenty of time between your merge from the development branch to find and fix any problems that are uncovered. This process is commonly called Stabilization and should always be conducted once you have completed all of your User Stories and integrated all of your branches. Even once you have stabilized and released, you should not delete the release branch as you would with the Sprint branch. It has a usefulness for servicing that may extend well beyond the limited life you expect of it. Note: Don't get forced by the business into adding features into a Release branch instead that indicates the unspoken requirement is that they are asking for a product spin-off. In this case you can create a new Team Project and branch from the required Release branch to create a new Main branch for that product. And you create a whole new backlog to work from.   Figure: When the Team decides it is happy with the product you can create a RTM branch. Once you have fixed all the bugs you can, and added any you can’t to the Product Backlog, and you Team is happy with the result you can create a Release. This would consist of doing the final Build and Packaging it up ready for your Sprint Review meeting. You would then create a read-only branch that represents the code you “shipped”. This is really an Audit trail branch that is optional, but is good practice. You could use a Label, but Labels are not Auditable and if a dispute was raised by the customer you can produce a verifiable version of the source code for an independent party to check. Rare I know, but you do not want to be at the wrong end of a legal battle. Like the Release branch the RTM branch should never be deleted, or only deleted according to your companies legal policy, which in the UK is usually 7 years.   Figure: If you have made any changes in the Release you will need to merge back up to Main in order to finalise the changes. Nothing is really ever done until it is in Main. The same rules apply when merging any fixes in the Release branch back into Main and you should do a reverse merge before a forward merge, again for the muscle memory more than necessity at this stage. Your Sprint is now nearly complete, and you can have a Sprint Review meeting knowing that you have made every effort and taken every precaution to protect your customer’s investment. Note: In order to really achieve protection for both you and your client you would add Automated Builds, Automated Tests, Automated Acceptance tests, Acceptance test tracking, Unit Tests, Load tests, Web test and all the other good engineering practices that help produce reliable software.     Figure: After the Sprint Planning meeting the process begins again. Where the Sprint Review and Retrospective meetings mark the end of the Sprint, the Sprint Planning meeting marks the beginning. After you have completed your Sprint Planning and you know what you are trying to achieve in Sprint 2 you can create your new Branch to develop in. How do we handle a bug(s) in production that can’t wait? Although in Scrum the only work done should be on the backlog there should be a little buffer added to the Sprint Planning for contingencies. One of these contingencies is a bug in the current release that can’t wait for the Sprint to finish. But how do you handle that? Willy-Peter Schaub asked an excellent question on the release activities: In reality Sprint 2 starts when sprint 1 ends + weekend. Should we not cater for a possible parallelism between Sprint 2 and the release activities of sprint 1? It would introduce FI’s from main to sprint 2, I guess. Your “Figure: Merging print 2 back into Main.” covers, what I tend to believe to be reality in most cases. - Willy-Peter Schaub, VS ALM Ranger, Microsoft I agree, and if you have a single Scrum team then your resources are limited. The Scrum Team is responsible for packaging and release, so at least one run at stabilization, package and release should be included in the Sprint time box. If more are needed on the current production release during the Sprint 2 time box then resource needs to be pulled from Sprint 2. The Product Owner and the Team have four choices (in order of disruption/cost): Backlog: Add the bug to the backlog and fix it in the next Sprint Buffer Time: Use any buffer time included in the current Sprint to fix the bug quickly Make time: Remove a Story from the current Sprint that is of equal value to the time lost fixing the bug(s) and releasing. Note: The Team must agree that it can still meet the Sprint Goal. Cancel Sprint: Cancel the sprint and concentrate all resource on fixing the bug(s) Note: This can be a very costly if the current sprint has already had a lot of work completed as it will be lost. The choice will depend on the complexity and severity of the bug(s) and both the Product Owner and the Team need to agree. In this case we will go with option #2 or #3 as they are uncomplicated but severe bugs. Figure: Real world issue where a bug needs fixed in the current release. If the bug(s) is urgent enough then then your only option is to fix it in place. You can edit the release branch to find and fix the bug, hopefully creating a test so it can’t happen again. Follow the prior process and conduct an internal and customer “Test Please” before releasing. You can read about how to conduct a Test Please on our Rules to Successful Projects: Do you conduct an internal "test please" prior to releasing a version to a client?   Figure: After you have fixed the bug you need to ship again. You then need to again create an RTM branch to hold the version of the code you released in escrow.   Figure: Main is now out of sync with your Release. We now need to get these new changes back up into the Main branch. Do a reverse and then forward merge again to get the new code into Main. But what about the branch, are developers not working on Sprint 2? Does Sprint 2 now have changes that are not in Main and Main now have changes that are not in Sprint 2? Well, yes… and this is part of the hit you take doing branching. But would this scenario even have been possible without branching?   Figure: Getting the changes in Main into Sprint 2 is very important. The Team now needs to do a Forward Integration merge into their Sprint and resolve any conflicts that occur. Maybe the bug has already been fixed in Sprint 2, maybe the bug no longer exists! This needs to be identified and resolved by the developers before they continue to get further out of Sync with Main. Note: Avoid the “Big bang merge” at all costs.   Figure: Merging Sprint 2 back into Main, the Forward Integration, and R0 terminates. Sprint 2 now merges (Reverse Integration) back into Main following the procedures we have already established.   Figure: The logical conclusion. This then allows the creation of the next release. By now you should be getting the big picture and hopefully you learned something useful from this post. I know I have enjoyed writing it as I find these exploratory posts coupled with real world experience really help harden my understanding.  Branching is a tool; it is not a silver bullet. Don’t over use it, and avoid “Anti-Patterns” where possible. Although the diagram above looks complicated I hope showing you how it is formed simplifies it as much as possible.   Technorati Tags: Branching,Scrum,VS ALM,TFS 2010,VS2010

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  • How to avoid the Portlet Skin mismatch

    - by Martin Deh
    here are probably many on going debates whether to use portlets or taskflows in a WebCenter custom portal application.  Usually the main battle on which side to take in these debates are centered around which technology enables better performance.  The good news is that both of my colleagues, Maiko Rocha and George Maggessy have posted their respective views on this topic so I will not have to further the discussion.  However, if you do plan to use portlets in a WebCenter custom portal application, this post will help you not have the "portlet skin mismatch" issue.   An example of the presence of the mismatch can be view from the applications log: The skin customsharedskin.desktop specified on the requestMap will be used even though the consumer's skin's styleSheetDocumentId on the requestMap does not match the local skin's styleSheetDocument's id. This will impact performance since the consumer and producer stylesheets cannot be shared. The producer styleclasses will not be compressed to avoid conflicts. A reason the ids do not match may be the jars are not identical on the producer and the consumer. For example, one might have trinidad-skins.xml's skin-additions in a jar file on the class path that the other does not have. Notice that due to the mismatch the portlet's CSS will not be able to be compressed, which will most like impact performance in the portlet's consuming portal. The first part of the blog will define the portlet mismatch and cover some debugging tips that can help you solve the portlet mismatch issue.  Following that I will give a complete example of the creating, using and sharing a shared skin in both a portlet producer and the consumer application. Portlet Mismatch Defined  In general, when you consume/render an ADF page (or task flow) using the ADF Portlet bridge, the portlet (producer) would try to use the skin of the consumer page - this is called skin-sharing. When the producer cannot match the consumer skin, the portlet would generate its own stylesheet and reference it from its markup - this is called mismatched-skin. This can happen because: The consumer and producer use different versions of ADF Faces, or The consumer has additional skin-additions that the producer doesn't have or vice-versa, or The producer does not have the consumer skin For case (1) & (2) above, the producer still uses the consumer skin ID to render its markup. For case (3), the producer would default to using portlet skin. If there is a skin mis-match then there may be a performance hit because: The browser needs to fetch this extra stylesheet (though it should be cached unless expires caching is turned off) The generated portlet markup uses uncompressed styles resulting in a larger markup It is often not obvious when a skin mismatch occurs, unless you look for either of these indicators: The log messages in the producer log, for example: The skin blafplus-rich.desktop specified on the requestMap will not be used because the styleSheetDocument id on the requestMap does not match the local skin's styleSheetDocument's id. It could mean the jars are not identical. For example, one might have trinidad-skins.xml's skin-additions in a jar file on the class path that the other does not have. View the portlet markup inside the iframe, there should be a <link> tag to the portlet stylesheet resource like this (note the CSS is proxied through consumer's resourceproxy): <link rel=\"stylesheet\" charset=\"UTF-8\" type=\"text/css\" href=\"http:.../resourceproxy/portletId...252525252Fadf%252525252Fstyles%252525252Fcache%252525252Fblafplus-rich-portlet-d1062g-en-ltr-gecko.css... Using HTTP monitoring tool (eg, firebug, httpwatch), you can see a request is made to the portlet stylesheet resource (see URL above) There are a number of reasons for mismatched-skin. For skin to match the producer and consumer must match the following configurations: The ADF Faces version (different versions may have different style selectors) Style Compression, this is defined in the web.xml (default value is false, i.e. compression is ON) Tonal styles or themes, also defined in the web.xml via context-params The same skin additions (jars with skin) are available for both producer and consumer.  Skin additions are defined in the trinidad-skins.xml, using the <skin-addition> tags. These are then aggregated from all the jar files in the classpath. If there's any jar that exists on the producer but not the consumer, or vice veras, you get a mismatch. Debugging Tips  Ensure the style compression and tonal styles/themes match on the consumer and producer, by looking at the web.xml documents for the consumer & producer applications It is bit more involved to determine if the jars match.  However, you can enable the Trinidad logging to show which skin-addition it is processing.  To enable this feature, update the logging.xml log level of both the producer and consumer WLS to FINEST.  For example, in the case of the WebLogic server used by JDeveloper: $JDEV_USER_DIR/system<version number>/DefaultDomain/config/fmwconfig/servers/DefaultServer/logging.xml Add a new entry: <logger name="org.apache.myfaces.trinidadinternal.skin.SkinUtils" level="FINEST"/> Restart WebLogic.  Run the consumer page, you should see the following logging in both the consumer and producer log files. Any entries that don't match is the cause of the mismatch.  The following is an example of what the log will produce with this setting: [SRC_CLASS: org.apache.myfaces.trinidadinternal.skin.SkinUtils] [APP: WebCenter] [SRC_METHOD: _getMetaInfSkinsNodeList] Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/announcement-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/calendar-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/custComps-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/forum-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/page-service-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/peopleconnections-kudos-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/peopleconnections-wall-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/portlet-client-adf-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/rtc-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/serviceframework-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/smarttag-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.skin/in1ar8/APP-INF/lib/spaces-service-skins.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/oracle.webcenter.composer/3yo7j/WEB-INF/lib/custComps-skin.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/adf.oracle.domain.webapp/q433f9/WEB-INF/lib/adf-richclient-impl-11.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/adf.oracle.domain.webapp/q433f9/WEB-INF/lib/dvt-faces.jar!/META-INF/trinidad-skins.xml Processing skin URL:zip:/tmp/_WL_user/adf.oracle.domain.webapp/q433f9/WEB-INF/lib/dvt-trinidad.jar!/META-INF/trinidad-skins.xml   The Complete Example The first step is to create the shared library.  The WebCenter documentation covering this is located here in section 15.7.  In addition, our ADF guru Frank Nimphius also covers this in hes blog.  Here are my steps (in JDeveloper) to create the skin that will be used as the shared library for both the portlet producer and consumer. Create a new Generic Application Give application name (i.e. MySharedSkin) Give a project name (i.e. MySkinProject) Leave Project Technologies blank (none selected), and click Finish Create the trinidad-skins.xml Right-click on the MySkinProject node in the Application Navigator and select "New" In the New Galley, click on "General", select "File" from the Items, and click OK In the Create File dialog, name the file trinidad-skins.xml, and (IMPORTANT) give the directory path to MySkinProject\src\META-INF In the trinidad-skins.xml, complete the skin entry.  for example: <?xml version="1.0" encoding="windows-1252" ?> <skins xmlns="http://myfaces.apache.org/trinidad/skin">   <skin>     <id>mysharedskin.desktop</id>     <family>mysharedskin</family>     <extends>fusionFx-v1.desktop</extends>     <style-sheet-name>css/mysharedskin.css</style-sheet-name>   </skin> </skins> Create CSS file In the Application Navigator, right click on the META-INF folder (where the trinidad-skins.xml is located), and select "New" In the New Gallery, select Web-Tier-> HTML, CSS File from the the Items and click OK In the Create Cascading Style Sheet dialog, give the name (i.e. mysharedskin.css) Ensure that the Directory path is the under the META-INF (i.e. MySkinProject\src\META-INF\css) Once the new CSS opens in the editor, add in a style selector.  For example, this selector will style the background of a particular panelGroupLayout: af|panelGroupLayout.customPGL{     background-color:Fuchsia; } Create the MANIFEST.MF (used for deployment JAR) In the Application Navigator, right click on the META-INF folder (where the trinidad-skins.xml is located), and select "New" In the New Galley, click on "General", select "File" from the Items, and click OK In the Create File dialog, name the file MANIFEST.MF, and (IMPORTANT) ensure that the directory path is to MySkinProject\src\META-INF Complete the MANIFEST.MF, where the extension name is the shared library name Manifest-Version: 1.1 Created-By: Martin Deh Implementation-Title: mysharedskin Extension-Name: mysharedskin.lib.def Specification-Version: 1.0.1 Implementation-Version: 1.0.1 Implementation-Vendor: MartinDeh Create new Deployment Profile Right click on the MySkinProject node, and select New From the New Gallery, select General->Deployment Profiles, Shared Library JAR File from Items, and click OK In the Create Deployment Profile dialog, give name (i.e.mysharedskinlib) and click OK In the Edit JAR Deployment dialog, un-check Include Manifest File option  Select Project Output->Contributors, and check Project Source Path Select Project Output->Filters, ensure that all items under the META-INF folder are selected Click OK to exit the Project Properties dialog Deploy the shared lib to WebLogic (start server before steps) Right click on MySkin Project and select Deploy For this example, I will deploy to JDeverloper WLS In the Deploy dialog, select Deploy to Weblogic Application Server and click Next Choose IntegratedWebLogicServer and click Next Select Deploy to selected instances in the domain radio, select Default Server (note: server must be already started), and ensure Deploy as a shared Library radio is selected Click Finish Open the WebLogic console to see the deployed shared library The following are the steps to create a simple test Portlet Create a new WebCenter Portal - Portlet Producer Application In the Create Portlet Producer dialog, select default settings and click Finish Right click on the Portlets node and select New IIn the New Gallery, select Web-Tier->Portlets, Standards-based Java Portlet (JSR 286) and click OK In the General Portlet information dialog, give portlet name (i.e. MyPortlet) and click Next 2 times, stopping at Step 3 In the Content Types, select the "view" node, in the Implementation Method, select the Generate ADF-Faces JSPX radio and click Finish Once the portlet code is generated, open the view.jspx in the source editor Based on the simple CSS entry, which sets the background color of a panelGroupLayout, replace the <af:form/> tag with the example code <af:form>         <af:panelGroupLayout id="pgl1" styleClass="customPGL">           <af:outputText value="background from shared lib skin" id="ot1"/>         </af:panelGroupLayout>  </af:form> Since this portlet is to use the shared library skin, in the generated trinidad-config.xml, remove both the skin-family tag and the skin-version tag In the Application Resources view, under Descriptors->META-INF, double-click to open the weblogic-application.xml Add a library reference to the shared skin library (note: the library-name must match the extension-name declared in the MANIFEST.MF):  <library-ref>     <library-name>mysharedskin.lib.def</library-name>  </library-ref> Notice that a reference to oracle.webcenter.skin exists.  This is important if this portlet is going to be consumed by a WebCenter Portal application.  If this tag is not present, the portlet skin mismatch will happen.  Configure the portlet for deployment Create Portlet deployment WAR Right click on the Portlets node and select New In the New Gallery, select Deployment Profiles, WAR file from Items and click OK In the Create Deployment Profile dialog, give name (i.e. myportletwar), click OK Keep all of the defaults, however, remember the Context Root entry (i.e. MyPortlet4SharedLib-Portlets-context-root, this will be needed to obtain the producer WSDL URL) Click OK, then OK again to exit from the Properties dialog Since the weblogic-application.xml has to be included in the deployment, the portlet must be deployed as a WAR, within an EAR In the Application dropdown, select Deploy->New Deployment Profile... By default EAR File has been selected, click OK Give Deployment Profile (EAR) a name (i.e. MyPortletProducer) and click OK In the Properties dialog, select Application Assembly and ensure that the myportletwar is checked Keep all of the other defaults and click OK For this demo, un-check the Auto Generate ..., and all of the Security Deployment Options, click OK Save All In the Application dropdown, select Deploy->MyPortletProducer In the Deployment Action, select Deploy to Application Server, click Next Choose IntegratedWebLogicServer and click Next Select Deploy to selected instances in the domain radio, select Default Server (note: server must be already started), and ensure Deploy as a standalone Application radio is selected The select deployment type (identifying the deployment as a JSR 286 portlet) dialog appears.  Keep default radio "Yes" selection and click OK Open the WebLogic console to see the deployed Portlet The last step is to create the test portlet consuming application.  This will be done using the OOTB WebCenter Portal - Framework Application.  Create the Portlet Producer Connection In the JDeveloper Deployment log, copy the URL of the portlet deployment (i.e. http://localhost:7101/MyPortlet4SharedLib-Portlets-context-root Open a browser and paste in the URL.  The Portlet information page should appear.  Click on the WSRP v2 WSDL link Copy the URL from the browser (i.e. http://localhost:7101/MyPortlet4SharedLib-Portlets-context-root/portlets/wsrp2?WSDL) In the Application Resources view, right click on the Connections folder and select New Connection->WSRP Connection Give the producer a name or accept the default, click Next Enter (paste in) the WSDL URL, click Next If connection to Portlet is succesful, Step 3 (Specify Additional ...) should appear.  Accept defaults and click Finish Add the portlet to a test page Open the home.jspx.  Note in the visual editor, the orange dashed border, which identifies the panelCustomizable tag. From the Application Resources. select the MyPortlet portlet node, and drag and drop the node into the panelCustomizable section.  A Confirm Portlet Type dialog appears, keep default ADF Rich Portlet and click OK Configure the portlet to use the shared skin library Open the weblogic-application.xml and add the library-ref entry (mysharedskin.lib.def) for the shared skin library.  See create portlet example above for the steps Since by default, the custom portal using a managed bean to (dynamically) determine the skin family, the default trinidad-config.xml will need to be altered Open the trinidad-config.xml in the editor and replace the EL (preferenceBean) for the skin-family tag, with mysharedskin (this is the skin-family named defined in the trinidad-skins.xml) Remove the skin-version tag Right click on the index.html to test the application   Notice that the JDeveloper log view does not have any reporting of a skin mismatch.  In addition, since I have configured the extra logging outlined in debugging section above, I can see the processed skin jar in both the producer and consumer logs: <SkinUtils> <_getMetaInfSkinsNodeList> Processing skin URL:zip:/JDeveloper/system11.1.1.6.38.61.92/DefaultDomain/servers/DefaultServer/upload/mysharedskin.lib.def/[email protected]/app/mysharedskinlib.jar!/META-INF/trinidad-skins.xml 

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  • A Taxonomy of Numerical Methods v1

    - by JoshReuben
    Numerical Analysis – When, What, (but not how) Once you understand the Math & know C++, Numerical Methods are basically blocks of iterative & conditional math code. I found the real trick was seeing the forest for the trees – knowing which method to use for which situation. Its pretty easy to get lost in the details – so I’ve tried to organize these methods in a way that I can quickly look this up. I’ve included links to detailed explanations and to C++ code examples. I’ve tried to classify Numerical methods in the following broad categories: Solving Systems of Linear Equations Solving Non-Linear Equations Iteratively Interpolation Curve Fitting Optimization Numerical Differentiation & Integration Solving ODEs Boundary Problems Solving EigenValue problems Enjoy – I did ! Solving Systems of Linear Equations Overview Solve sets of algebraic equations with x unknowns The set is commonly in matrix form Gauss-Jordan Elimination http://en.wikipedia.org/wiki/Gauss%E2%80%93Jordan_elimination C++: http://www.codekeep.net/snippets/623f1923-e03c-4636-8c92-c9dc7aa0d3c0.aspx Produces solution of the equations & the coefficient matrix Efficient, stable 2 steps: · Forward Elimination – matrix decomposition: reduce set to triangular form (0s below the diagonal) or row echelon form. If degenerate, then there is no solution · Backward Elimination –write the original matrix as the product of ints inverse matrix & its reduced row-echelon matrix à reduce set to row canonical form & use back-substitution to find the solution to the set Elementary ops for matrix decomposition: · Row multiplication · Row switching · Add multiples of rows to other rows Use pivoting to ensure rows are ordered for achieving triangular form LU Decomposition http://en.wikipedia.org/wiki/LU_decomposition C++: http://ganeshtiwaridotcomdotnp.blogspot.co.il/2009/12/c-c-code-lu-decomposition-for-solving.html Represent the matrix as a product of lower & upper triangular matrices A modified version of GJ Elimination Advantage – can easily apply forward & backward elimination to solve triangular matrices Techniques: · Doolittle Method – sets the L matrix diagonal to unity · Crout Method - sets the U matrix diagonal to unity Note: both the L & U matrices share the same unity diagonal & can be stored compactly in the same matrix Gauss-Seidel Iteration http://en.wikipedia.org/wiki/Gauss%E2%80%93Seidel_method C++: http://www.nr.com/forum/showthread.php?t=722 Transform the linear set of equations into a single equation & then use numerical integration (as integration formulas have Sums, it is implemented iteratively). an optimization of Gauss-Jacobi: 1.5 times faster, requires 0.25 iterations to achieve the same tolerance Solving Non-Linear Equations Iteratively find roots of polynomials – there may be 0, 1 or n solutions for an n order polynomial use iterative techniques Iterative methods · used when there are no known analytical techniques · Requires set functions to be continuous & differentiable · Requires an initial seed value – choice is critical to convergence à conduct multiple runs with different starting points & then select best result · Systematic - iterate until diminishing returns, tolerance or max iteration conditions are met · bracketing techniques will always yield convergent solutions, non-bracketing methods may fail to converge Incremental method if a nonlinear function has opposite signs at 2 ends of a small interval x1 & x2, then there is likely to be a solution in their interval – solutions are detected by evaluating a function over interval steps, for a change in sign, adjusting the step size dynamically. Limitations – can miss closely spaced solutions in large intervals, cannot detect degenerate (coinciding) solutions, limited to functions that cross the x-axis, gives false positives for singularities Fixed point method http://en.wikipedia.org/wiki/Fixed-point_iteration C++: http://books.google.co.il/books?id=weYj75E_t6MC&pg=PA79&lpg=PA79&dq=fixed+point+method++c%2B%2B&source=bl&ots=LQ-5P_taoC&sig=lENUUIYBK53tZtTwNfHLy5PEWDk&hl=en&sa=X&ei=wezDUPW1J5DptQaMsIHQCw&redir_esc=y#v=onepage&q=fixed%20point%20method%20%20c%2B%2B&f=false Algebraically rearrange a solution to isolate a variable then apply incremental method Bisection method http://en.wikipedia.org/wiki/Bisection_method C++: http://numericalcomputing.wordpress.com/category/algorithms/ Bracketed - Select an initial interval, keep bisecting it ad midpoint into sub-intervals and then apply incremental method on smaller & smaller intervals – zoom in Adv: unaffected by function gradient à reliable Disadv: slow convergence False Position Method http://en.wikipedia.org/wiki/False_position_method C++: http://www.dreamincode.net/forums/topic/126100-bisection-and-false-position-methods/ Bracketed - Select an initial interval , & use the relative value of function at interval end points to select next sub-intervals (estimate how far between the end points the solution might be & subdivide based on this) Newton-Raphson method http://en.wikipedia.org/wiki/Newton's_method C++: http://www-users.cselabs.umn.edu/classes/Summer-2012/csci1113/index.php?page=./newt3 Also known as Newton's method Convenient, efficient Not bracketed – only a single initial guess is required to start iteration – requires an analytical expression for the first derivative of the function as input. Evaluates the function & its derivative at each step. Can be extended to the Newton MutiRoot method for solving multiple roots Can be easily applied to an of n-coupled set of non-linear equations – conduct a Taylor Series expansion of a function, dropping terms of order n, rewrite as a Jacobian matrix of PDs & convert to simultaneous linear equations !!! Secant Method http://en.wikipedia.org/wiki/Secant_method C++: http://forum.vcoderz.com/showthread.php?p=205230 Unlike N-R, can estimate first derivative from an initial interval (does not require root to be bracketed) instead of inputting it Since derivative is approximated, may converge slower. Is fast in practice as it does not have to evaluate the derivative at each step. Similar implementation to False Positive method Birge-Vieta Method http://mat.iitm.ac.in/home/sryedida/public_html/caimna/transcendental/polynomial%20methods/bv%20method.html C++: http://books.google.co.il/books?id=cL1boM2uyQwC&pg=SA3-PA51&lpg=SA3-PA51&dq=Birge-Vieta+Method+c%2B%2B&source=bl&ots=QZmnDTK3rC&sig=BPNcHHbpR_DKVoZXrLi4nVXD-gg&hl=en&sa=X&ei=R-_DUK2iNIjzsgbE5ID4Dg&redir_esc=y#v=onepage&q=Birge-Vieta%20Method%20c%2B%2B&f=false combines Horner's method of polynomial evaluation (transforming into lesser degree polynomials that are more computationally efficient to process) with Newton-Raphson to provide a computational speed-up Interpolation Overview Construct new data points for as close as possible fit within range of a discrete set of known points (that were obtained via sampling, experimentation) Use Taylor Series Expansion of a function f(x) around a specific value for x Linear Interpolation http://en.wikipedia.org/wiki/Linear_interpolation C++: http://www.hamaluik.com/?p=289 Straight line between 2 points à concatenate interpolants between each pair of data points Bilinear Interpolation http://en.wikipedia.org/wiki/Bilinear_interpolation C++: http://supercomputingblog.com/graphics/coding-bilinear-interpolation/2/ Extension of the linear function for interpolating functions of 2 variables – perform linear interpolation first in 1 direction, then in another. Used in image processing – e.g. texture mapping filter. Uses 4 vertices to interpolate a value within a unit cell. Lagrange Interpolation http://en.wikipedia.org/wiki/Lagrange_polynomial C++: http://www.codecogs.com/code/maths/approximation/interpolation/lagrange.php For polynomials Requires recomputation for all terms for each distinct x value – can only be applied for small number of nodes Numerically unstable Barycentric Interpolation http://epubs.siam.org/doi/pdf/10.1137/S0036144502417715 C++: http://www.gamedev.net/topic/621445-barycentric-coordinates-c-code-check/ Rearrange the terms in the equation of the Legrange interpolation by defining weight functions that are independent of the interpolated value of x Newton Divided Difference Interpolation http://en.wikipedia.org/wiki/Newton_polynomial C++: http://jee-appy.blogspot.co.il/2011/12/newton-divided-difference-interpolation.html Hermite Divided Differences: Interpolation polynomial approximation for a given set of data points in the NR form - divided differences are used to approximately calculate the various differences. For a given set of 3 data points , fit a quadratic interpolant through the data Bracketed functions allow Newton divided differences to be calculated recursively Difference table Cubic Spline Interpolation http://en.wikipedia.org/wiki/Spline_interpolation C++: https://www.marcusbannerman.co.uk/index.php/home/latestarticles/42-articles/96-cubic-spline-class.html Spline is a piecewise polynomial Provides smoothness – for interpolations with significantly varying data Use weighted coefficients to bend the function to be smooth & its 1st & 2nd derivatives are continuous through the edge points in the interval Curve Fitting A generalization of interpolating whereby given data points may contain noise à the curve does not necessarily pass through all the points Least Squares Fit http://en.wikipedia.org/wiki/Least_squares C++: http://www.ccas.ru/mmes/educat/lab04k/02/least-squares.c Residual – difference between observed value & expected value Model function is often chosen as a linear combination of the specified functions Determines: A) The model instance in which the sum of squared residuals has the least value B) param values for which model best fits data Straight Line Fit Linear correlation between independent variable and dependent variable Linear Regression http://en.wikipedia.org/wiki/Linear_regression C++: http://www.oocities.org/david_swaim/cpp/linregc.htm Special case of statistically exact extrapolation Leverage least squares Given a basis function, the sum of the residuals is determined and the corresponding gradient equation is expressed as a set of normal linear equations in matrix form that can be solved (e.g. using LU Decomposition) Can be weighted - Drop the assumption that all errors have the same significance –-> confidence of accuracy is different for each data point. Fit the function closer to points with higher weights Polynomial Fit - use a polynomial basis function Moving Average http://en.wikipedia.org/wiki/Moving_average C++: http://www.codeproject.com/Articles/17860/A-Simple-Moving-Average-Algorithm Used for smoothing (cancel fluctuations to highlight longer-term trends & cycles), time series data analysis, signal processing filters Replace each data point with average of neighbors. Can be simple (SMA), weighted (WMA), exponential (EMA). Lags behind latest data points – extra weight can be given to more recent data points. Weights can decrease arithmetically or exponentially according to distance from point. Parameters: smoothing factor, period, weight basis Optimization Overview Given function with multiple variables, find Min (or max by minimizing –f(x)) Iterative approach Efficient, but not necessarily reliable Conditions: noisy data, constraints, non-linear models Detection via sign of first derivative - Derivative of saddle points will be 0 Local minima Bisection method Similar method for finding a root for a non-linear equation Start with an interval that contains a minimum Golden Search method http://en.wikipedia.org/wiki/Golden_section_search C++: http://www.codecogs.com/code/maths/optimization/golden.php Bisect intervals according to golden ratio 0.618.. Achieves reduction by evaluating a single function instead of 2 Newton-Raphson Method Brent method http://en.wikipedia.org/wiki/Brent's_method C++: http://people.sc.fsu.edu/~jburkardt/cpp_src/brent/brent.cpp Based on quadratic or parabolic interpolation – if the function is smooth & parabolic near to the minimum, then a parabola fitted through any 3 points should approximate the minima – fails when the 3 points are collinear , in which case the denominator is 0 Simplex Method http://en.wikipedia.org/wiki/Simplex_algorithm C++: http://www.codeguru.com/cpp/article.php/c17505/Simplex-Optimization-Algorithm-and-Implemetation-in-C-Programming.htm Find the global minima of any multi-variable function Direct search – no derivatives required At each step it maintains a non-degenerative simplex – a convex hull of n+1 vertices. Obtains the minimum for a function with n variables by evaluating the function at n-1 points, iteratively replacing the point of worst result with the point of best result, shrinking the multidimensional simplex around the best point. Point replacement involves expanding & contracting the simplex near the worst value point to determine a better replacement point Oscillation can be avoided by choosing the 2nd worst result Restart if it gets stuck Parameters: contraction & expansion factors Simulated Annealing http://en.wikipedia.org/wiki/Simulated_annealing C++: http://code.google.com/p/cppsimulatedannealing/ Analogy to heating & cooling metal to strengthen its structure Stochastic method – apply random permutation search for global minima - Avoid entrapment in local minima via hill climbing Heating schedule - Annealing schedule params: temperature, iterations at each temp, temperature delta Cooling schedule – can be linear, step-wise or exponential Differential Evolution http://en.wikipedia.org/wiki/Differential_evolution C++: http://www.amichel.com/de/doc/html/ More advanced stochastic methods analogous to biological processes: Genetic algorithms, evolution strategies Parallel direct search method against multiple discrete or continuous variables Initial population of variable vectors chosen randomly – if weighted difference vector of 2 vectors yields a lower objective function value then it replaces the comparison vector Many params: #parents, #variables, step size, crossover constant etc Convergence is slow – many more function evaluations than simulated annealing Numerical Differentiation Overview 2 approaches to finite difference methods: · A) approximate function via polynomial interpolation then differentiate · B) Taylor series approximation – additionally provides error estimate Finite Difference methods http://en.wikipedia.org/wiki/Finite_difference_method C++: http://www.wpi.edu/Pubs/ETD/Available/etd-051807-164436/unrestricted/EAMPADU.pdf Find differences between high order derivative values - Approximate differential equations by finite differences at evenly spaced data points Based on forward & backward Taylor series expansion of f(x) about x plus or minus multiples of delta h. Forward / backward difference - the sums of the series contains even derivatives and the difference of the series contains odd derivatives – coupled equations that can be solved. Provide an approximation of the derivative within a O(h^2) accuracy There is also central difference & extended central difference which has a O(h^4) accuracy Richardson Extrapolation http://en.wikipedia.org/wiki/Richardson_extrapolation C++: http://mathscoding.blogspot.co.il/2012/02/introduction-richardson-extrapolation.html A sequence acceleration method applied to finite differences Fast convergence, high accuracy O(h^4) Derivatives via Interpolation Cannot apply Finite Difference method to discrete data points at uneven intervals – so need to approximate the derivative of f(x) using the derivative of the interpolant via 3 point Lagrange Interpolation Note: the higher the order of the derivative, the lower the approximation precision Numerical Integration Estimate finite & infinite integrals of functions More accurate procedure than numerical differentiation Use when it is not possible to obtain an integral of a function analytically or when the function is not given, only the data points are Newton Cotes Methods http://en.wikipedia.org/wiki/Newton%E2%80%93Cotes_formulas C++: http://www.siafoo.net/snippet/324 For equally spaced data points Computationally easy – based on local interpolation of n rectangular strip areas that is piecewise fitted to a polynomial to get the sum total area Evaluate the integrand at n+1 evenly spaced points – approximate definite integral by Sum Weights are derived from Lagrange Basis polynomials Leverage Trapezoidal Rule for default 2nd formulas, Simpson 1/3 Rule for substituting 3 point formulas, Simpson 3/8 Rule for 4 point formulas. For 4 point formulas use Bodes Rule. Higher orders obtain more accurate results Trapezoidal Rule uses simple area, Simpsons Rule replaces the integrand f(x) with a quadratic polynomial p(x) that uses the same values as f(x) for its end points, but adds a midpoint Romberg Integration http://en.wikipedia.org/wiki/Romberg's_method C++: http://code.google.com/p/romberg-integration/downloads/detail?name=romberg.cpp&can=2&q= Combines trapezoidal rule with Richardson Extrapolation Evaluates the integrand at equally spaced points The integrand must have continuous derivatives Each R(n,m) extrapolation uses a higher order integrand polynomial replacement rule (zeroth starts with trapezoidal) à a lower triangular matrix set of equation coefficients where the bottom right term has the most accurate approximation. The process continues until the difference between 2 successive diagonal terms becomes sufficiently small. Gaussian Quadrature http://en.wikipedia.org/wiki/Gaussian_quadrature C++: http://www.alglib.net/integration/gaussianquadratures.php Data points are chosen to yield best possible accuracy – requires fewer evaluations Ability to handle singularities, functions that are difficult to evaluate The integrand can include a weighting function determined by a set of orthogonal polynomials. Points & weights are selected so that the integrand yields the exact integral if f(x) is a polynomial of degree <= 2n+1 Techniques (basically different weighting functions): · Gauss-Legendre Integration w(x)=1 · Gauss-Laguerre Integration w(x)=e^-x · Gauss-Hermite Integration w(x)=e^-x^2 · Gauss-Chebyshev Integration w(x)= 1 / Sqrt(1-x^2) Solving ODEs Use when high order differential equations cannot be solved analytically Evaluated under boundary conditions RK for systems – a high order differential equation can always be transformed into a coupled first order system of equations Euler method http://en.wikipedia.org/wiki/Euler_method C++: http://rosettacode.org/wiki/Euler_method First order Runge–Kutta method. Simple recursive method – given an initial value, calculate derivative deltas. Unstable & not very accurate (O(h) error) – not used in practice A first-order method - the local error (truncation error per step) is proportional to the square of the step size, and the global error (error at a given time) is proportional to the step size In evolving solution between data points xn & xn+1, only evaluates derivatives at beginning of interval xn à asymmetric at boundaries Higher order Runge Kutta http://en.wikipedia.org/wiki/Runge%E2%80%93Kutta_methods C++: http://www.dreamincode.net/code/snippet1441.htm 2nd & 4th order RK - Introduces parameterized midpoints for more symmetric solutions à accuracy at higher computational cost Adaptive RK – RK-Fehlberg – estimate the truncation at each integration step & automatically adjust the step size to keep error within prescribed limits. At each step 2 approximations are compared – if in disagreement to a specific accuracy, the step size is reduced Boundary Value Problems Where solution of differential equations are located at 2 different values of the independent variable x à more difficult, because cannot just start at point of initial value – there may not be enough starting conditions available at the end points to produce a unique solution An n-order equation will require n boundary conditions – need to determine the missing n-1 conditions which cause the given conditions at the other boundary to be satisfied Shooting Method http://en.wikipedia.org/wiki/Shooting_method C++: http://ganeshtiwaridotcomdotnp.blogspot.co.il/2009/12/c-c-code-shooting-method-for-solving.html Iteratively guess the missing values for one end & integrate, then inspect the discrepancy with the boundary values of the other end to adjust the estimate Given the starting boundary values u1 & u2 which contain the root u, solve u given the false position method (solving the differential equation as an initial value problem via 4th order RK), then use u to solve the differential equations. Finite Difference Method For linear & non-linear systems Higher order derivatives require more computational steps – some combinations for boundary conditions may not work though Improve the accuracy by increasing the number of mesh points Solving EigenValue Problems An eigenvalue can substitute a matrix when doing matrix multiplication à convert matrix multiplication into a polynomial EigenValue For a given set of equations in matrix form, determine what are the solution eigenvalue & eigenvectors Similar Matrices - have same eigenvalues. Use orthogonal similarity transforms to reduce a matrix to diagonal form from which eigenvalue(s) & eigenvectors can be computed iteratively Jacobi method http://en.wikipedia.org/wiki/Jacobi_method C++: http://people.sc.fsu.edu/~jburkardt/classes/acs2_2008/openmp/jacobi/jacobi.html Robust but Computationally intense – use for small matrices < 10x10 Power Iteration http://en.wikipedia.org/wiki/Power_iteration For any given real symmetric matrix, generate the largest single eigenvalue & its eigenvectors Simplest method – does not compute matrix decomposition à suitable for large, sparse matrices Inverse Iteration Variation of power iteration method – generates the smallest eigenvalue from the inverse matrix Rayleigh Method http://en.wikipedia.org/wiki/Rayleigh's_method_of_dimensional_analysis Variation of power iteration method Rayleigh Quotient Method Variation of inverse iteration method Matrix Tri-diagonalization Method Use householder algorithm to reduce an NxN symmetric matrix to a tridiagonal real symmetric matrix vua N-2 orthogonal transforms     Whats Next Outside of Numerical Methods there are lots of different types of algorithms that I’ve learned over the decades: Data Mining – (I covered this briefly in a previous post: http://geekswithblogs.net/JoshReuben/archive/2007/12/31/ssas-dm-algorithms.aspx ) Search & Sort Routing Problem Solving Logical Theorem Proving Planning Probabilistic Reasoning Machine Learning Solvers (eg MIP) Bioinformatics (Sequence Alignment, Protein Folding) Quant Finance (I read Wilmott’s books – interesting) Sooner or later, I’ll cover the above topics as well.

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  • Working with PivotTables in Excel

    - by Mark Virtue
    PivotTables are one of the most powerful features of Microsoft Excel.  They allow large amounts of data to be analyzed and summarized in just a few mouse clicks. In this article, we explore PivotTables, understand what they are, and learn how to create and customize them. Note:  This article is written using Excel 2010 (Beta).  The concept of a PivotTable has changed little over the years, but the method of creating one has changed in nearly every iteration of Excel.  If you are using a version of Excel that is not 2010, expect different screens from the ones you see in this article. A Little History In the early days of spreadsheet programs, Lotus 1-2-3 ruled the roost.  Its dominance was so complete that people thought it was a waste of time for Microsoft to bother developing their own spreadsheet software (Excel) to compete with Lotus.  Flash-forward to 2010, and Excel’s dominance of the spreadsheet market is greater than Lotus’s ever was, while the number of users still running Lotus 1-2-3 is approaching zero.  How did this happen?  What caused such a dramatic reversal of fortunes? Industry analysts put it down to two factors:  Firstly, Lotus decided that this fancy new GUI platform called “Windows” was a passing fad that would never take off.  They declined to create a Windows version of Lotus 1-2-3 (for a few years, anyway), predicting that their DOS version of the software was all anyone would ever need.  Microsoft, naturally, developed Excel exclusively for Windows.  Secondly, Microsoft developed a feature for Excel that Lotus didn’t provide in 1-2-3, namely PivotTables.  The PivotTables feature, exclusive to Excel, was deemed so staggeringly useful that people were willing to learn an entire new software package (Excel) rather than stick with a program (1-2-3) that didn’t have it.  This one feature, along with the misjudgment of the success of Windows, was the death-knell for Lotus 1-2-3, and the beginning of the success of Microsoft Excel. Understanding PivotTables So what is a PivotTable, exactly? Put simply, a PivotTable is a summary of some data, created to allow easy analysis of said data.  But unlike a manually created summary, Excel PivotTables are interactive.  Once you have created one, you can easily change it if it doesn’t offer the exact insights into your data that you were hoping for.  In a couple of clicks the summary can be “pivoted” – rotated in such a way that the column headings become row headings, and vice versa.  There’s a lot more that can be done, too.  Rather than try to describe all the features of PivotTables, we’ll simply demonstrate them… The data that you analyze using a PivotTable can’t be just any data – it has to be raw data, previously unprocessed (unsummarized) – typically a list of some sort.  An example of this might be the list of sales transactions in a company for the past six months. Examine the data shown below: Notice that this is not raw data.  In fact, it is already a summary of some sort.  In cell B3 we can see $30,000, which apparently is the total of James Cook’s sales for the month of January.  So where is the raw data?  How did we arrive at the figure of $30,000?  Where is the original list of sales transactions that this figure was generated from?  It’s clear that somewhere, someone must have gone to the trouble of collating all of the sales transactions for the past six months into the summary we see above.  How long do you suppose this took?  An hour?  Ten?  Probably. If we were to track down the original list of sales transactions, it might look something like this: You may be surprised to learn that, using the PivotTable feature of Excel, we can create a monthly sales summary similar to the one above in a few seconds, with only a few mouse clicks.  We can do this – and a lot more too! How to Create a PivotTable First, ensure that you have some raw data in a worksheet in Excel.  A list of financial transactions is typical, but it can be a list of just about anything:  Employee contact details, your CD collection, or fuel consumption figures for your company’s fleet of cars. So we start Excel… …and we load such a list… Once we have the list open in Excel, we’re ready to start creating the PivotTable. Click on any one single cell within the list: Then, from the Insert tab, click the PivotTable icon: The Create PivotTable box appears, asking you two questions:  What data should your new PivotTable be based on, and where should it be created?  Because we already clicked on a cell within the list (in the step above), the entire list surrounding that cell is already selected for us ($A$1:$G$88 on the Payments sheet, in this example).  Note that we could select a list in any other region of any other worksheet, or even some external data source, such as an Access database table, or even a MS-SQL Server database table.  We also need to select whether we want our new PivotTable to be created on a new worksheet, or on an existing one.  In this example we will select a new one: The new worksheet is created for us, and a blank PivotTable is created on that worksheet: Another box also appears:  The PivotTable Field List.  This field list will be shown whenever we click on any cell within the PivotTable (above): The list of fields in the top part of the box is actually the collection of column headings from the original raw data worksheet.  The four blank boxes in the lower part of the screen allow us to choose the way we would like our PivotTable to summarize the raw data.  So far, there is nothing in those boxes, so the PivotTable is blank.  All we need to do is drag fields down from the list above and drop them in the lower boxes.  A PivotTable is then automatically created to match our instructions.  If we get it wrong, we only need to drag the fields back to where they came from and/or drag new fields down to replace them. The Values box is arguably the most important of the four.  The field that is dragged into this box represents the data that needs to be summarized in some way (by summing, averaging, finding the maximum, minimum, etc).  It is almost always numerical data.  A perfect candidate for this box in our sample data is the “Amount” field/column.  Let’s drag that field into the Values box: Notice that (a) the “Amount” field in the list of fields is now ticked, and “Sum of Amount” has been added to the Values box, indicating that the amount column has been summed. If we examine the PivotTable itself, we indeed find the sum of all the “Amount” values from the raw data worksheet: We’ve created our first PivotTable!  Handy, but not particularly impressive.  It’s likely that we need a little more insight into our data than that. Referring to our sample data, we need to identify one or more column headings that we could conceivably use to split this total.  For example, we may decide that we would like to see a summary of our data where we have a row heading for each of the different salespersons in our company, and a total for each.  To achieve this, all we need to do is to drag the “Salesperson” field into the Row Labels box: Now, finally, things start to get interesting!  Our PivotTable starts to take shape….   With a couple of clicks we have created a table that would have taken a long time to do manually. So what else can we do?  Well, in one sense our PivotTable is complete.  We’ve created a useful summary of our source data.  The important stuff is already learned!  For the rest of the article, we will examine some ways that more complex PivotTables can be created, and ways that those PivotTables can be customized. First, we can create a two-dimensional table.  Let’s do that by using “Payment Method” as a column heading.  Simply drag the “Payment Method” heading to the Column Labels box: Which looks like this: Starting to get very cool! Let’s make it a three-dimensional table.  What could such a table possibly look like?  Well, let’s see… Drag the “Package” column/heading to the Report Filter box: Notice where it ends up…. This allows us to filter our report based on which “holiday package” was being purchased.  For example, we can see the breakdown of salesperson vs payment method for all packages, or, with a couple of clicks, change it to show the same breakdown for the “Sunseekers” package: And so, if you think about it the right way, our PivotTable is now three-dimensional.  Let’s keep customizing… If it turns out, say, that we only want to see cheque and credit card transactions (i.e. no cash transactions), then we can deselect the “Cash” item from the column headings.  Click the drop-down arrow next to Column Labels, and untick “Cash”: Let’s see what that looks like…As you can see, “Cash” is gone. Formatting This is obviously a very powerful system, but so far the results look very plain and boring.  For a start, the numbers that we’re summing do not look like dollar amounts – just plain old numbers.  Let’s rectify that. A temptation might be to do what we’re used to doing in such circumstances and simply select the whole table (or the whole worksheet) and use the standard number formatting buttons on the toolbar to complete the formatting.  The problem with that approach is that if you ever change the structure of the PivotTable in the future (which is 99% likely), then those number formats will be lost.  We need a way that will make them (semi-)permanent. First, we locate the “Sum of Amount” entry in the Values box, and click on it.  A menu appears.  We select Value Field Settings… from the menu: The Value Field Settings box appears. Click the Number Format button, and the standard Format Cells box appears: From the Category list, select (say) Accounting, and drop the number of decimal places to 0.  Click OK a few times to get back to the PivotTable… As you can see, the numbers have been correctly formatted as dollar amounts. While we’re on the subject of formatting, let’s format the entire PivotTable.  There are a few ways to do this.  Let’s use a simple one… Click the PivotTable Tools/Design tab: Then drop down the arrow in the bottom-right of the PivotTable Styles list to see a vast collection of built-in styles: Choose any one that appeals, and look at the result in your PivotTable:   Other Options We can work with dates as well.  Now usually, there are many, many dates in a transaction list such as the one we started with.  But Excel provides the option to group data items together by day, week, month, year, etc.  Let’s see how this is done. First, let’s remove the “Payment Method” column from the Column Labels box (simply drag it back up to the field list), and replace it with the “Date Booked” column: As you can see, this makes our PivotTable instantly useless, giving us one column for each date that a transaction occurred on – a very wide table! To fix this, right-click on any date and select Group… from the context-menu: The grouping box appears.  We select Months and click OK: Voila!  A much more useful table: (Incidentally, this table is virtually identical to the one shown at the beginning of this article – the original sales summary that was created manually.) Another cool thing to be aware of is that you can have more than one set of row headings (or column headings): …which looks like this…. You can do a similar thing with column headings (or even report filters). Keeping things simple again, let’s see how to plot averaged values, rather than summed values. First, click on “Sum of Amount”, and select Value Field Settings… from the context-menu that appears: In the Summarize value field by list in the Value Field Settings box, select Average: While we’re here, let’s change the Custom Name, from “Average of Amount” to something a little more concise.  Type in something like “Avg”: Click OK, and see what it looks like.  Notice that all the values change from summed totals to averages, and the table title (top-left cell) has changed to “Avg”: If we like, we can even have sums, averages and counts (counts = how many sales there were) all on the same PivotTable! Here are the steps to get something like that in place (starting from a blank PivotTable): Drag “Salesperson” into the Column Labels Drag “Amount” field down into the Values box three times For the first “Amount” field, change its custom name to “Total” and it’s number format to Accounting (0 decimal places) For the second “Amount” field, change its custom name to “Average”, its function to Average and it’s number format to Accounting (0 decimal places) For the third “Amount” field, change its name to “Count” and its function to Count Drag the automatically created field from Column Labels to Row Labels Here’s what we end up with: Total, average and count on the same PivotTable! Conclusion There are many, many more features and options for PivotTables created by Microsoft Excel – far too many to list in an article like this.  To fully cover the potential of PivotTables, a small book (or a large website) would be required.  Brave and/or geeky readers can explore PivotTables further quite easily:  Simply right-click on just about everything, and see what options become available to you.  There are also the two ribbon-tabs: PivotTable Tools/Options and Design.  It doesn’t matter if you make a mistake – it’s easy to delete the PivotTable and start again – a possibility old DOS users of Lotus 1-2-3 never had. We’ve included an Excel that should work with most versions of Excel, so you can download to practice your PivotTable skills. Download Our Practice Excel File Similar Articles Productive Geek Tips Magnify Selected Cells In Excel 2007Share Access Data with Excel in Office 2010Make Excel 2007 Print Gridlines In Workbook FileMake Excel 2007 Always Save in Excel 2003 FormatConvert Older Excel Documents to Excel 2007 Format TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips Revo Uninstaller Pro Registry Mechanic 9 for Windows PC Tools Internet Security Suite 2010 PCmover Professional Ben & Jerry’s Free Cone Day, 3/23/10 New Stinger from McAfee Helps Remove ‘FakeAlert’ Threats Google Apps Marketplace: Tools & Services For Google Apps Users Get News Quick and Precise With Newser Scan for Viruses in Ubuntu using ClamAV Replace Your Windows Task Manager With System Explorer

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  • Imperative Programming v/s Declarative Programming v/s Functional Programming

    - by kaleidoscope
    Imperative Programming :: Imperative programming is a programming paradigm that describes computation in terms of statements that change a program state. In much the same way as the imperative mood in natural languages expresses commands to take action, imperative programs define sequences of commands for the computer to perform. The focus is on what steps the computer should take rather than what the computer will do (ex. C, C++, Java). Declarative Programming :: Declarative programming is a programming paradigm that expresses the logic of a computation without describing its control flow. It attempts to minimize or eliminate side effects by describing what the program should accomplish, rather than describing how to go about accomplishing it. The focus is on what the computer should do rather than how it should do it (ex. SQL). A  C# example of declarative v/s. imperative programming is LINQ. With imperative programming, you tell the compiler what you want to happen, step by step. For example, let's start with this collection, and choose the odd numbers: List<int> collection = new List<int> { 1, 2, 3, 4, 5 }; With imperative programming, we'd step through this, and decide what we want: List<int> results = new List<int>(); foreach(var num in collection) {     if (num % 2 != 0)           results.Add(num); } Here’s what we are doing: *Create a result collection *Step through each number in the collection *Check the number, if it's odd, add it to the results With declarative programming, on the other hand, we write the code that describes what you want, but not necessarily how to get it var results = collection.Where( num => num % 2 != 0); Here, we're saying "Give us everything where it's odd", not "Step through the collection. Check this item, if it's odd, add it to a result collection." Functional Programming :: Functional programming is a programming paradigm that treats computation as the evaluation of mathematical functions and avoids state and mutable data. It emphasizes the application of functions.Functional programming has its roots in the lambda calculus. It is a subset of declarative languages that has heavy focus on recursion. Functional programming can be a mind-bender, which is one reason why Lisp, Scheme, and Haskell have never really surpassed C, C++, Java and COBOL in commercial popularity. But there are benefits to the functional way. For one, if you can get the logic correct, functional programming requires orders of magnitude less code than imperative programming. That means fewer points of failure, less code to test, and a more productive (and, many would say, happier) programming life. As systems get bigger, this has become more and more important. To know more : http://stackoverflow.com/questions/602444/what-is-functional-declarative-and-imperative-programming http://msdn.microsoft.com/en-us/library/bb669144.aspx http://en.wikipedia.org/wiki/Imperative_programming   Technorati Tags: Ranjit,Imperative Programming,Declarative programming,Functional Programming

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  • 12.04 upgrade broke grub? (not wubi related)

    - by kaare
    I just updated from 11.10 to 12.04, with no major problems (it took a while to get past a request to restart ssh, mysql and some other services, but I did no fiddling by myself, everything was done by the installer). However, after restarting, grub can't do anything. Picking the new linux installation (first entry), I just get error: no such partition error: no such partition error: no such partition and picking the recovery-version just gives 5 lines instead of 3. I have windows 7 installed on a different drive, and can run it by booting from that drive instead. Picking it from the grub menu gives the same error as above (can't remember how many lines, though). I'll be honest and say that I don't remember if win 7 could be booted from grub before the update, though. In short, nothing on the grub menu works. any solutions? The grub menu changed appearance - before it was on a purple background, small letters, now it's white-on-black, big letters, looking very basic. The original installation was from a usb-drive, and I hadn't heard about wubi until I started googling this problem, so I doubt there's any connection. I really hope there are some grub-savvy people out there :) EDIT: ok. so, I made a bootable usb, and am running from that right now. when I ran the bootinfoscript, it warned me that "gawk" could not be found, using "busybox awk" instead. This may lead to unreliable results. just so you know. The contents of RESULTS.txt are: Boot Info Script 0.61 [1 April 2012] ============================= Boot Info Summary: =============================== => Windows is installed in the MBR of /dev/sda. => Grub2 (v1.99) is installed in the MBR of /dev/sdb and looks at sector 1 of the same hard drive for core.img. core.img is at this location and looks for (,msdos3)/boot/grub on this drive. => Syslinux MBR (4.04 and higher) is installed in the MBR of /dev/sdc. sda1: __________________________________________ File system: vfat Boot sector type: Dell Utility: FAT16 Boot sector info: No errors found in the Boot Parameter Block. Operating System: Boot files: /DELLBIO.BIN /DELLRMK.BIN /COMMAND.COM sda2: __________________________________________ File system: ntfs Boot sector type: Windows Vista/7: NTFS Boot sector info: No errors found in the Boot Parameter Block. Operating System: Boot files: sda3: __________________________________________ File system: ntfs Boot sector type: Windows Vista/7: NTFS Boot sector info: No errors found in the Boot Parameter Block. Operating System: Windows 7 Boot files: /bootmgr /Boot/BCD /Windows/System32/winload.exe sda4: __________________________________________ File system: Extended Partition Boot sector type: - Boot sector info: sda5: __________________________________________ File system: vfat Boot sector type: Windows 7: FAT32 Boot sector info: No errors found in the Boot Parameter Block. Operating System: Windows XP Boot files: /boot.ini /bootmgr /ntldr /NTDETECT.COM sdb1: __________________________________________ File system: ntfs Boot sector type: Windows XP: NTFS Boot sector info: No errors found in the Boot Parameter Block. Operating System: Boot files: sdb2: __________________________________________ File system: swap Boot sector type: - Boot sector info: sdb3: __________________________________________ File system: ext4 Boot sector type: Grub2 (v1.99) Boot sector info: Grub2 (v1.99) is installed in the boot sector of sdb3 and looks at sector 375893584 of the same hard drive for core.img. core.img is at this location and looks for (,msdos3)/boot/grub on this drive. Operating System: Ubuntu 12.04 LTS Boot files: /boot/grub/grub.cfg /etc/fstab /boot/grub/core.img sdb4: __________________________________________ File system: ext4 Boot sector type: - Boot sector info: Operating System: Boot files: sdc1: __________________________________________ File system: ntfs Boot sector type: SYSLINUX 4.06 4.06-pre1 Boot sector info: Syslinux looks at sector 4649656 of /dev/sdc1 for its second stage. SYSLINUX is installed in the directory. The integrity check of the ADV area failed. No errors found in the Boot Parameter Block. Operating System: Boot files: /boot/grub/grub.cfg /syslinux/syslinux.cfg /ldlinux.sys ============================ Drive/Partition Info: ============================= Drive: sda _______________________________________ Disk /dev/sda: 250.1 GB, 250059350016 bytes 255 heads, 63 sectors/track, 30401 cylinders, total 488397168 sectors Units = sectors of 1 * 512 = 512 bytes Sector size (logical/physical): 512 bytes / 512 bytes Partition Boot Start Sector End Sector # of Sectors Id System /dev/sda1 63 240,974 240,912 de Dell Utility /dev/sda2 241,664 21,213,183 20,971,520 7 NTFS / exFAT / HPFS /dev/sda3 * 21,213,184 483,151,863 461,938,680 7 NTFS / exFAT / HPFS /dev/sda4 483,151,872 488,394,751 5,242,880 f W95 Extended (LBA) /dev/sda5 483,153,920 488,394,751 5,240,832 dd Dell Media Direct Drive: sdb _______________________________________ Disk /dev/sdb: 250.1 GB, 250059350016 bytes 255 heads, 63 sectors/track, 30401 cylinders, total 488397168 sectors Units = sectors of 1 * 512 = 512 bytes Sector size (logical/physical): 512 bytes / 512 bytes Partition Boot Start Sector End Sector # of Sectors Id System /dev/sdb1 63 345,886,749 345,886,687 7 NTFS / exFAT / HPFS /dev/sdb2 345,888,768 361,510,911 15,622,144 82 Linux swap / Solaris /dev/sdb3 * 361,510,912 390,807,786 29,296,875 83 Linux /dev/sdb4 390,809,600 488,394,751 97,585,152 83 Linux Drive: sdc _______________________________________ Disk /dev/sdc: 8015 MB, 8015282176 bytes 255 heads, 63 sectors/track, 974 cylinders, total 15654848 sectors Units = sectors of 1 * 512 = 512 bytes Sector size (logical/physical): 512 bytes / 512 bytes Partition Boot Start Sector End Sector # of Sectors Id System /dev/sdc1 * 2,048 15,652,863 15,650,816 7 NTFS / exFAT / HPFS "blkid" output: ____________________________________ Device UUID TYPE LABEL /dev/loop0 squashfs /dev/sda1 07D8-0411 vfat DellUtility /dev/sda2 E2765BBC765B9061 ntfs RECOVERY /dev/sda3 98DC5E54DC5E2D2E ntfs OS /dev/sda5 7061-9DF5 vfat MEDIADIRECT /dev/sdb1 01CBBB4C3374C3B0 ntfs Data1 /dev/sdb2 1ca45f3f-f888-43d1-8137-02699597189a swap /dev/sdb3 6bc1b599-ad4b-403c-a155-a5bc81211f5e ext4 /dev/sdb4 58e2b257-8608-4b11-b20b-dc162bb80b62 ext4 /dev/sdc1 0C02B64402B63316 ntfs PENDRIVE ================================ Mount points: ================================= Device Mount_Point Type Options /dev/loop0 /rofs squashfs (ro,noatime) /dev/sdb4 /media/58e2b257-8608-4b11-b20b-dc162bb80b62 ext4 (rw,nosuid,nodev,uhelper=udisks) /dev/sdc1 /cdrom fuseblk (rw,nosuid,nodev,relatime,user_id=0,group_id=0,allow_other,blksize=4096) ================================ sda5/boot.ini: ================================ [boot loader] timeout=0 default=multi(0)disk(0)rdisk(0)partition(1)\WINDOWS [operating systems] multi(0)disk(0)rdisk(0)partition(1)\WINDOWS="Microsoft Windows XP Embedded" /fastdetect /KERNEL=NTOSBOOT.EXE /maxmem=1024 =========================== sdb3/boot/grub/grub.cfg: =========================== -------------------------------------------------------------------------------- # # DO NOT EDIT THIS FILE # # It is automatically generated by grub-mkconfig using templates # from /etc/grub.d and settings from /etc/default/grub # ### BEGIN /etc/grub.d/00_header ### if [ -s $prefix/grubenv ]; then set have_grubenv=true load_env fi set default="0" if [ "${prev_saved_entry}" ]; then set saved_entry="${prev_saved_entry}" save_env saved_entry set prev_saved_entry= save_env prev_saved_entry set boot_once=true fi function savedefault { if [ -z "${boot_once}" ]; then saved_entry="${chosen}" save_env saved_entry fi } function recordfail { set recordfail=1 if [ -n "${have_grubenv}" ]; then if [ -z "${boot_once}" ]; then save_env recordfail; fi; fi } function load_video { insmod vbe insmod vga insmod video_bochs insmod video_cirrus } insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e if loadfont /usr/share/grub/unicode.pf2 ; then set gfxmode=auto load_video insmod gfxterm insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e set locale_dir=($root)/boot/grub/locale set lang=en_US insmod gettext fi terminal_output gfxterm if [ "${recordfail}" = 1 ]; then set timeout=-1 else set timeout=10 fi ### END /etc/grub.d/00_header ### ### BEGIN /etc/grub.d/05_debian_theme ### set menu_color_normal=white/black set menu_color_highlight=black/light-gray if background_color 44,0,30; then clear fi ### END /etc/grub.d/05_debian_theme ### ### BEGIN /etc/grub.d/10_linux ### function gfxmode { set gfxpayload="$1" if [ "$1" = "keep" ]; then set vt_handoff=vt.handoff=7 else set vt_handoff= fi } if [ ${recordfail} != 1 ]; then if [ -e ${prefix}/gfxblacklist.txt ]; then if hwmatch ${prefix}/gfxblacklist.txt 3; then if [ ${match} = 0 ]; then set linux_gfx_mode=keep else set linux_gfx_mode=text fi else set linux_gfx_mode=text fi else set linux_gfx_mode=keep fi else set linux_gfx_mode=text fi export linux_gfx_mode if [ "$linux_gfx_mode" != "text" ]; then load_video; fi menuentry 'Ubuntu, with Linux 3.2.0-24-generic' --class ubuntu --class gnu-linux --class gnu --class os { recordfail gfxmode $linux_gfx_mode insmod gzio insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e linux /boot/vmlinuz-3.2.0-24-generic root=UUID=6bc1b599-ad4b-403c-a155-a5bc81211f5e ro quiet splash $vt_handoff initrd /boot/initrd.img-3.2.0-24-generic } menuentry 'Ubuntu, with Linux 3.2.0-24-generic (recovery mode)' --class ubuntu --class gnu-linux --class gnu --class os { recordfail insmod gzio insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e echo 'Loading Linux 3.2.0-24-generic ...' linux /boot/vmlinuz-3.2.0-24-generic root=UUID=6bc1b599-ad4b-403c-a155-a5bc81211f5e ro recovery nomodeset echo 'Loading initial ramdisk ...' initrd /boot/initrd.img-3.2.0-24-generic } submenu "Previous Linux versions" { menuentry 'Ubuntu, with Linux 3.0.0-19-generic' --class ubuntu --class gnu-linux --class gnu --class os { recordfail gfxmode $linux_gfx_mode insmod gzio insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e linux /boot/vmlinuz-3.0.0-19-generic root=UUID=6bc1b599-ad4b-403c-a155-a5bc81211f5e ro quiet splash $vt_handoff initrd /boot/initrd.img-3.0.0-19-generic } menuentry 'Ubuntu, with Linux 3.0.0-19-generic (recovery mode)' --class ubuntu --class gnu-linux --class gnu --class os { recordfail insmod gzio insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e echo 'Loading Linux 3.0.0-19-generic ...' linux /boot/vmlinuz-3.0.0-19-generic root=UUID=6bc1b599-ad4b-403c-a155-a5bc81211f5e ro recovery nomodeset echo 'Loading initial ramdisk ...' initrd /boot/initrd.img-3.0.0-19-generic } } ### END /etc/grub.d/10_linux ### ### BEGIN /etc/grub.d/20_linux_xen ### ### END /etc/grub.d/20_linux_xen ### ### BEGIN /etc/grub.d/20_memtest86+ ### menuentry "Memory test (memtest86+)" { insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e linux16 /boot/memtest86+.bin } menuentry "Memory test (memtest86+, serial console 115200)" { insmod part_msdos insmod ext2 set root='(hd1,msdos3)' search --no-floppy --fs-uuid --set=root 6bc1b599-ad4b-403c-a155-a5bc81211f5e linux16 /boot/memtest86+.bin console=ttyS0,115200n8 } ### END /etc/grub.d/20_memtest86+ ### ### BEGIN /etc/grub.d/30_os-prober ### menuentry "Windows 7 (loader) (on /dev/sda3)" --class windows --class os { insmod part_msdos insmod ntfs set root='(hd0,msdos3)' search --no-floppy --fs-uuid --set=root 98DC5E54DC5E2D2E chainloader +1 } menuentry "Microsoft Windows XP Embedded (on /dev/sda5)" --class windows --class os { insmod part_msdos insmod fat set root='(hd0,msdos5)' search --no-floppy --fs-uuid --set=root 7061-9DF5 drivemap -s (hd0) ${root} chainloader +1 } ### END /etc/grub.d/30_os-prober ### ### BEGIN /etc/grub.d/40_custom ### # This file provides an easy way to add custom menu entries. Simply type the # menu entries you want to add after this comment. Be careful not to change # the 'exec tail' line above. ### END /etc/grub.d/40_custom ### ### BEGIN /etc/grub.d/41_custom ### if [ -f $prefix/custom.cfg ]; then source $prefix/custom.cfg; fi ### END /etc/grub.d/41_custom ### =============================== sdb3/etc/fstab: ================================ # /etc/fstab: static file system information. # # Use 'blkid' to print the universally unique identifier for a # device; this may be used with UUID= as a more robust way to name devices # that works even if disks are added and removed. See fstab(5). # # <file system> <mount point> <type> <options> <dump> <pass> proc /proc proc nodev,noexec,nosuid 0 0 # / was on /dev/sdb3 during installation UUID=6bc1b599-ad4b-403c-a155-a5bc81211f5e / ext4 errors=remount-ro 0 1 # /home was on /dev/sdb4 during installation UUID=58e2b257-8608-4b11-b20b-dc162bb80b62 /home ext4 defaults,user_xattr 0 2 # swap was on /dev/sdb2 during installation UUID=1ca45f3f-f888-43d1-8137-02699597189a none swap sw 0 0 =================== sdb3: Location of files loaded by Grub: ==================== GiB - GB File Fragment(s) = boot/grub/core.img 1 = boot/grub/grub.cfg 1 = boot/initrd.img-3.0.0-19-generic 2 = boot/initrd.img-3.2.0-24-generic 2 = boot/vmlinuz-3.0.0-19-generic 2 = boot/vmlinuz-3.2.0-24-generic 1 = vmlinuz 1 = vmlinuz.old 2 =========================== sdc1/boot/grub/grub.cfg: =========================== if loadfont /boot/grub/font.pf2 ; then set gfxmode=auto insmod efi_gop insmod efi_uga insmod gfxterm terminal_output gfxterm fi set menu_color_normal=white/black set menu_color_highlight=black/light-gray menuentry "Try Ubuntu without installing" { set gfxpayload=keep linux /casper/vmlinuz file=/cdrom/preseed/ubuntu.seed boot=casper quiet splash -- initrd /casper/initrd.lz } menuentry "Install Ubuntu" { set gfxpayload=keep linux /casper/vmlinuz file=/cdrom/preseed/ubuntu.seed boot=casper only-ubiquity quiet splash -- initrd /casper/initrd.lz } menuentry "Check disc for defects" { set gfxpayload=keep linux /casper/vmlinuz boot=casper integrity-check quiet splash -- initrd /casper/initrd.lz } ========================= sdc1/syslinux/syslinux.cfg: ========================== # D-I config version 2.0 include menu.cfg default vesamenu.c32 prompt 0 timeout 50 # If you would like to use the new menu and be presented with the option to install or run from USB at startup, remove # from the following line. This line was commented out (by request of many) to allow the old menu to be presented and to enable booting straight into the Live Environment! # ui gfxboot bootlogo =================== sdc1: Location of files loaded by Grub: ==================== GiB - GB File Fragment(s) ?? = ?? boot/grub/grub.cfg 0 ================= sdc1: Location of files loaded by Syslinux: ================== GiB - GB File Fragment(s) ?? = ?? ldlinux.sys 1 ?? = ?? syslinux/chain.c32 1 ?? = ?? syslinux/gfxboot.c32 1 ?? = ?? syslinux/syslinux.cfg 0 ?? = ?? syslinux/vesamenu.c32 1 ============== sdc1: Version of COM32(R) files used by Syslinux: =============== syslinux/chain.c32 : COM32R module (v4.xx) syslinux/gfxboot.c32 : COM32R module (v4.xx) syslinux/vesamenu.c32 : COM32R module (v4.xx) =============================== StdErr Messages: =============================== xz: (stdin): Compressed data is corrupt xz: (stdin): Compressed data is corrupt awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in awk: cmd. line:36: Math support is not compiled in ./bootinfoscript: line 1646: [: 2.73495e+09: integer expression expected

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  • Quick guide to Oracle IRM 11g: Classification design

    - by Simon Thorpe
    Quick guide to Oracle IRM 11g indexThis is the final article in the quick guide to Oracle IRM. If you've followed everything prior you will now have a fully functional and tested Information Rights Management service. It doesn't matter if you've been following the 10g or 11g guide as this next article is common to both. ContentsWhy this is the most important part... Understanding the classification and standard rights model Identifying business use cases Creating an effective IRM classification modelOne single classification across the entire businessA context for each and every possible granular use caseWhat makes a good context? Deciding on the use of roles in the context Reviewing the features and security for context roles Summary Why this is the most important part...Now the real work begins, installing and getting an IRM system running is as simple as following instructions. However to actually have an IRM technology easily protecting your most sensitive information without interfering with your users existing daily work flows and be able to scale IRM across the entire business, requires thought into how confidential documents are created, used and distributed. This article is going to give you the information you need to ask the business the right questions so that you can deploy your IRM service successfully. The IRM team here at Oracle have over 10 years of experience in helping customers and it is important you understand the following to be successful in securing access to your most confidential information. Whatever you are trying to secure, be it mergers and acquisitions information, engineering intellectual property, health care documentation or financial reports. No matter what type of user is going to access the information, be they employees, contractors or customers, there are common goals you are always trying to achieve.Securing the content at the earliest point possible and do it automatically. Removing the dependency on the user to decide to secure the content reduces the risk of mistakes significantly and therefore results a more secure deployment. K.I.S.S. (Keep It Simple Stupid) Reduce complexity in the rights/classification model. Oracle IRM lets you make changes to access to documents even after they are secured which allows you to start with a simple model and then introduce complexity once you've understood how the technology is going to be used in the business. After an initial learning period you can review your implementation and start to make informed decisions based on user feedback and administration experience. Clearly communicate to the user, when appropriate, any changes to their existing work practice. You must make every effort to make the transition to sealed content as simple as possible. For external users you must help them understand why you are securing the documents and inform them the value of the technology to both your business and them. Before getting into the detail, I must pay homage to Martin White, Vice President of client services in SealedMedia, the company Oracle acquired and who created Oracle IRM. In the SealedMedia years Martin was involved with every single customer and was key to the design of certain aspects of the IRM technology, specifically the context model we will be discussing here. Listening carefully to customers and understanding the flexibility of the IRM technology, Martin taught me all the skills of helping customers build scalable, effective and simple to use IRM deployments. No matter how well the engineering department designed the software, badly designed and poorly executed projects can result in difficult to use and manage, and ultimately insecure solutions. The advice and information that follows was born with Martin and he's still delivering IRM consulting with customers and can be found at www.thinkers.co.uk. It is from Martin and others that Oracle not only has the most advanced, scalable and usable document security solution on the market, but Oracle and their partners have the most experience in delivering successful document security solutions. Understanding the classification and standard rights model The goal of any successful IRM deployment is to balance the increase in security the technology brings without over complicating the way people use secured content and avoid a significant increase in administration and maintenance. With Oracle it is possible to automate the protection of content, deploy the desktop software transparently and use authentication methods such that users can open newly secured content initially unaware the document is any different to an insecure one. That is until of course they attempt to do something for which they don't have any rights, such as copy and paste to an insecure application or try and print. Central to achieving this objective is creating a classification model that is simple to understand and use but also provides the right level of complexity to meet the business needs. In Oracle IRM the term used for each classification is a "context". A context defines the relationship between.A group of related documents The people that use the documents The roles that these people perform The rights that these people need to perform their role The context is the key to the success of Oracle IRM. It provides the separation of the role and rights of a user from the content itself. Documents are sealed to contexts but none of the rights, user or group information is stored within the content itself. Sealing only places information about the location of the IRM server that sealed it, the context applied to the document and a few other pieces of metadata that pertain only to the document. This important separation of rights from content means that millions of documents can be secured against a single classification and a user needs only one right assigned to be able to access all documents. If you have followed all the previous articles in this guide, you will be ready to start defining contexts to which your sensitive information will be protected. But before you even start with IRM, you need to understand how your own business uses and creates sensitive documents and emails. Identifying business use cases Oracle is able to support multiple classification systems, but usually there is one single initial need for the technology which drives a deployment. This need might be to protect sensitive mergers and acquisitions information, engineering intellectual property, financial documents. For this and every subsequent use case you must understand how users create and work with documents, to who they are distributed and how the recipients should interact with them. A successful IRM deployment should start with one well identified use case (we go through some examples towards the end of this article) and then after letting this use case play out in the business, you learn how your users work with content, how well your communication to the business worked and if the classification system you deployed delivered the right balance. It is at this point you can start rolling the technology out further. Creating an effective IRM classification model Once you have selected the initial use case you will address with IRM, you need to design a classification model that defines the access to secured documents within the use case. In Oracle IRM there is an inbuilt classification system called the "context" model. In Oracle IRM 11g it is possible to extend the server to support any rights classification model, but the majority of users who are not using an application integration (such as Oracle IRM within Oracle Beehive) are likely to be starting out with the built in context model. Before looking at creating a classification system with IRM, it is worth reviewing some recognized standards and methods for creating and implementing security policy. A very useful set of documents are the ISO 17799 guidelines and the SANS security policy templates. First task is to create a context against which documents are to be secured. A context consists of a group of related documents (all top secret engineering research), a list of roles (contributors and readers) which define how users can access documents and a list of users (research engineers) who have been given a role allowing them to interact with sealed content. Before even creating the first context it is wise to decide on a philosophy which will dictate the level of granularity, the question is, where do you start? At a department level? By project? By technology? First consider the two ends of the spectrum... One single classification across the entire business Imagine that instead of having separate contexts, one for engineering intellectual property, one for your financial data, one for human resources personally identifiable information, you create one context for all documents across the entire business. Whilst you may have immediate objections, there are some significant benefits in thinking about considering this. Document security classification decisions are simple. You only have one context to chose from! User provisioning is simple, just make sure everyone has a role in the only context in the business. Administration is very low, if you assign rights to groups from the business user repository you probably never have to touch IRM administration again. There are however some obvious downsides to this model.All users in have access to all IRM secured content. So potentially a sales person could access sensitive mergers and acquisition documents, if they can get their hands on a copy that is. You cannot delegate control of different documents to different parts of the business, this may not satisfy your regulatory requirements for the separation and delegation of duties. Changing a users role affects every single document ever secured. Even though it is very unlikely a business would ever use one single context to secure all their sensitive information, thinking about this scenario raises one very important point. Just having one single context and securing all confidential documents to it, whilst incurring some of the problems detailed above, has one huge value. Once secured, IRM protected content can ONLY be accessed by authorized users. Just think of all the sensitive documents in your business today, imagine if you could ensure that only everyone you trust could open them. Even if an employee lost a laptop or someone accidentally sent an email to the wrong recipient, only the right people could open that file. A context for each and every possible granular use case Now let's think about the total opposite of a single context design. What if you created a context for each and every single defined business need and created multiple contexts within this for each level of granularity? Let's take a use case where we need to protect engineering intellectual property. Imagine we have 6 different engineering groups, and in each we have a research department, a design department and manufacturing. The company information security policy defines 3 levels of information sensitivity... restricted, confidential and top secret. Then let's say that each group and department needs to define access to information from both internal and external users. Finally add into the mix that they want to review the rights model for each context every financial quarter. This would result in a huge amount of contexts. For example, lets just look at the resulting contexts for one engineering group. Q1FY2010 Restricted Internal - Engineering Group 1 - Research Q1FY2010 Restricted Internal - Engineering Group 1 - Design Q1FY2010 Restricted Internal - Engineering Group 1 - Manufacturing Q1FY2010 Restricted External- Engineering Group 1 - Research Q1FY2010 Restricted External - Engineering Group 1 - Design Q1FY2010 Restricted External - Engineering Group 1 - Manufacturing Q1FY2010 Confidential Internal - Engineering Group 1 - Research Q1FY2010 Confidential Internal - Engineering Group 1 - Design Q1FY2010 Confidential Internal - Engineering Group 1 - Manufacturing Q1FY2010 Confidential External - Engineering Group 1 - Research Q1FY2010 Confidential External - Engineering Group 1 - Design Q1FY2010 Confidential External - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret Internal - Engineering Group 1 - Research Q1FY2010 Top Secret Internal - Engineering Group 1 - Design Q1FY2010 Top Secret Internal - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret External - Engineering Group 1 - Research Q1FY2010 Top Secret External - Engineering Group 1 - Design Q1FY2010 Top Secret External - Engineering Group 1 - Manufacturing Now multiply the above by 6 for each engineering group, 18 contexts. You are then creating/reviewing another 18 every 3 months. After a year you've got 72 contexts. What would be the advantages of such a complex classification model? You can satisfy very granular rights requirements, for example only an authorized engineering group 1 researcher can create a top secret report for access internally, and his role will be reviewed on a very frequent basis. Your business may have very complex rights requirements and mapping this directly to IRM may be an obvious exercise. The disadvantages of such a classification model are significant...Huge administrative overhead. Someone in the business must manage, review and administrate each of these contexts. If the engineering group had a single administrator, they would have 72 classifications to reside over each year. From an end users perspective life will be very confusing. Imagine if a user has rights in just 6 of these contexts. They may be able to print content from one but not another, be able to edit content in 2 contexts but not the other 4. Such confusion at the end user level causes frustration and resistance to the use of the technology. Increased synchronization complexity. Imagine a user who after 3 years in the company ends up with over 300 rights in many different contexts across the business. This would result in long synchronization times as the client software updates all your offline rights. Hard to understand who can do what with what. Imagine being the VP of engineering and as part of an internal security audit you are asked the question, "What rights to researchers have to our top secret information?". In this complex model the answer is not simple, it would depend on many roles in many contexts. Of course this example is extreme, but it highlights that trying to build many barriers in your business can result in a nightmare of administration and confusion amongst users. In the real world what we need is a balance of the two. We need to seek an optimum number of contexts. Too many contexts are unmanageable and too few contexts does not give fine enough granularity. What makes a good context? Good context design derives mainly from how well you understand your business requirements to secure access to confidential information. Some customers I have worked with can tell me exactly the documents they wish to secure and know exactly who should be opening them. However there are some customers who know only of the government regulation that requires them to control access to certain types of information, they don't actually know where the documents are, how they are created or understand exactly who should have access. Therefore you need to know how to ask the business the right questions that lead to information which help you define a context. First ask these questions about a set of documentsWhat is the topic? Who are legitimate contributors on this topic? Who are the authorized readership? If the answer to any one of these is significantly different, then it probably merits a separate context. Remember that sealed documents are inherently secure and as such they cannot leak to your competitors, therefore it is better sealed to a broad context than not sealed at all. Simplicity is key here. Always revert to the first extreme example of a single classification, then work towards essential complexity. If there is any doubt, always prefer fewer contexts. Remember, Oracle IRM allows you to change your mind later on. You can implement a design now and continue to change and refine as you learn how the technology is used. It is easy to go from a simple model to a more complex one, it is much harder to take a complex model that is already embedded in the work practice of users and try to simplify it. It is also wise to take a single use case and address this first with the business. Don't try and tackle many different problems from the outset. Do one, learn from the process, refine it and then take what you have learned into the next use case, refine and continue. Once you have a good grasp of the technology and understand how your business will use it, you can then start rolling out the technology wider across the business. Deciding on the use of roles in the context Once you have decided on that first initial use case and a context to create let's look at the details you need to decide upon. For each context, identify; Administrative rolesBusiness owner, the person who makes decisions about who may or may not see content in this context. This is often the person who wanted to use IRM and drove the business purchase. They are the usually the person with the most at risk when sensitive information is lost. Point of contact, the person who will handle requests for access to content. Sometimes the same as the business owner, sometimes a trusted secretary or administrator. Context administrator, the person who will enact the decisions of the Business Owner. Sometimes the point of contact, sometimes a trusted IT person. Document related rolesContributors, the people who create and edit documents in this context. Reviewers, the people who are involved in reviewing documents but are not trusted to secure information to this classification. This role is not always necessary. (See later discussion on Published-work and Work-in-Progress) Readers, the people who read documents from this context. Some people may have several of the roles above, which is fine. What you are trying to do is understand and define how the business interacts with your sensitive information. These roles obviously map directly to roles available in Oracle IRM. Reviewing the features and security for context roles At this point we have decided on a classification of information, understand what roles people in the business will play when administrating this classification and how they will interact with content. The final piece of the puzzle in getting the information for our first context is to look at the permissions people will have to sealed documents. First think why are you protecting the documents in the first place? It is to prevent the loss of leaking of information to the wrong people. To control the information, making sure that people only access the latest versions of documents. You are not using Oracle IRM to prevent unauthorized people from doing legitimate work. This is an important point, with IRM you can erect many barriers to prevent access to content yet too many restrictions and authorized users will often find ways to circumvent using the technology and end up distributing unprotected originals. Because IRM is a security technology, it is easy to get carried away restricting different groups. However I would highly recommend starting with a simple solution with few restrictions. Ensure that everyone who reasonably needs to read documents can do so from the outset. Remember that with Oracle IRM you can change rights to content whenever you wish and tighten security. Always return to the fact that the greatest value IRM brings is that ONLY authorized users can access secured content, remember that simple "one context for the entire business" model. At the start of the deployment you really need to aim for user acceptance and therefore a simple model is more likely to succeed. As time passes and users understand how IRM works you can start to introduce more restrictions and complexity. Another key aspect to focus on is handling exceptions. If you decide on a context model where engineering can only access engineering information, and sales can only access sales data. Act quickly when a sales manager needs legitimate access to a set of engineering documents. Having a quick and effective process for permitting other people with legitimate needs to obtain appropriate access will be rewarded with acceptance from the user community. These use cases can often be satisfied by integrating IRM with a good Identity & Access Management technology which simplifies the process of assigning users the correct business roles. The big print issue... Printing is often an issue of contention, users love to print but the business wants to ensure sensitive information remains in the controlled digital world. There are many cases of physical document loss causing a business pain, it is often overlooked that IRM can help with this issue by limiting the ability to generate physical copies of digital content. However it can be hard to maintain a balance between security and usability when it comes to printing. Consider the following points when deciding about whether to give print rights. Oracle IRM sealed documents can contain watermarks that expose information about the user, time and location of access and the classification of the document. This information would reside in the printed copy making it easier to trace who printed it. Printed documents are slower to distribute in comparison to their digital counterparts, so time sensitive information in printed format may present a lower risk. Print activity is audited, therefore you can monitor and react to users abusing print rights. Summary In summary it is important to think carefully about the way you create your context model. As you ask the business these questions you may get a variety of different requirements. There may be special projects that require a context just for sensitive information created during the lifetime of the project. There may be a department that requires all information in the group is secured and you might have a few senior executives who wish to use IRM to exchange a small number of highly sensitive documents with a very small number of people. Oracle IRM, with its very flexible context classification system, can support all of these use cases. The trick is to introducing the complexity to deliver them at the right level. In another article i'm working on I will go through some examples of how Oracle IRM might map to existing business use cases. But for now, this article covers all the important questions you need to get your IRM service deployed and successfully protecting your most sensitive information.

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  • Windows Azure: General Availability of Web Sites + Mobile Services, New AutoScale + Alerts Support, No Credit Card Needed for MSDN

    - by ScottGu
    This morning we released a major set of updates to Windows Azure.  These updates included: Web Sites: General Availability Release of Windows Azure Web Sites with SLA Mobile Services: General Availability Release of Windows Azure Mobile Services with SLA Auto-Scale: New automatic scaling support for Web Sites, Cloud Services and Virtual Machines Alerts/Notifications: New email alerting support for all Compute Services (Web Sites, Mobile Services, Cloud Services, and Virtual Machines) MSDN: No more credit card requirement for sign-up All of these improvements are now available to use immediately (note: some are still in preview).  Below are more details about them. Web Sites: General Availability Release of Windows Azure Web Sites I’m incredibly excited to announce the General Availability release of Windows Azure Web Sites. The Windows Azure Web Sites service is perfect for hosting a web presence, building customer engagement solutions, and delivering business web apps.  Today’s General Availability release means we are taking off the “preview” tag from the Free and Standard (formerly called reserved) tiers of Windows Azure Web Sites.  This means we are providing: A 99.9% monthly SLA (Service Level Agreement) for the Standard tier Microsoft Support available on a 24x7 basis (with plans that range from developer plans to enterprise Premier support) The Free tier runs in a shared compute environment and supports up to 10 web sites. While the Free tier does not come with an SLA, it works great for rapid development and testing and enables you to quickly spike out ideas at no cost. The Standard tier, which was called “Reserved” during the preview, runs using dedicated per-customer VM instances for great performance, isolation and scalability, and enables you to host up to 500 different Web sites within them.  You can easily scale your Standard instances on-demand using the Windows Azure Management Portal.  You can adjust VM instance sizes from a Small instance size (1 core, 1.75GB of RAM), up to a Medium instance size (2 core, 3.5GB of RAM), or Large instance (4 cores and 7 GB RAM).  You can choose to run between 1 and 10 Standard instances, enabling you to easily scale up your web backend to 40 cores of CPU and 70GB of RAM: Today’s release also includes general availability support for custom domain SSL certificate bindings for web sites running using the Standard tier. Customers will be able to utilize certificates they purchase for their custom domains and use either SNI or IP based SSL encryption. SNI encryption is available for all modern browsers and does not require an IP address.  SSL certificates can be used for individual sites or wild-card mapped across multiple sites (we charge extra for the use of a SSL cert – but the fee is per-cert and not per site which means you pay once for it regardless of how many sites you use it with).  Today’s release also includes the following new features: Auto-Scale support Today’s Windows Azure release adds preview support for Auto-Scaling web sites.  This enables you to setup automatic scale rules based on the activity of your instances – allowing you to automatically scale down (and save money) when they are below a CPU threshold you define, and automatically scale up quickly when traffic increases.  See below for more details. 64-bit and 32-bit mode support You can now choose to run your standard tier instances in either 32-bit or 64-bit mode (previously they only ran in 32-bit mode).  This enables you to address even more memory within individual web applications. Memory dumps Memory dumps can be very useful for diagnosing issues and debugging apps. Using a REST API, you can now get a memory dump of your sites, which you can then use for investigating issues in Visual Studio Debugger, WinDbg, and other tools. Scaling Sites Independently Prior to today’s release, all sites scaled up/down together whenever you scaled any site in a sub-region. So you may have had to keep your proof-of-concept or testing sites in a separate sub-region if you wanted to keep them in the Free tier. This will no longer be necessary.  Windows Azure Web Sites can now mix different tier levels in the same geographic sub-region. This allows you, for example, to selectively move some of your sites in the West US sub-region up to Standard tier when they require the features, scalability, and SLA of the Standard tier. Full pricing details on Windows Azure Web Sites can be found here.  Note that the “Shared Tier” of Windows Azure Web Sites remains in preview mode (and continues to have discounted preview pricing).  Mobile Services: General Availability Release of Windows Azure Mobile Services I’m incredibly excited to announce the General Availability release of Windows Azure Mobile Services.  Mobile Services is perfect for building scalable cloud back-ends for Windows 8.x, Windows Phone, Apple iOS, Android, and HTML/JavaScript applications.  Customers We’ve seen tremendous adoption of Windows Azure Mobile Services since we first previewed it last September, and more than 20,000 customers are now running mobile back-ends in production using it.  These customers range from startups like Yatterbox, to university students using Mobile Services to complete apps like Sly Fox in their spare time, to media giants like Verdens Gang finding new ways to deliver content, and telcos like TalkTalk Business delivering the up-to-the-minute information their customers require.  In today’s Build keynote, we demonstrated how TalkTalk Business is using Windows Azure Mobile Services to deliver service, outage and billing information to its customers, wherever they might be. Partners When we unveiled the source control and Custom API features I blogged about two weeks ago, we enabled a range of new scenarios, one of which is a more flexible way to work with third party services.  The following blogs, samples and tutorials from our partners cover great ways you can extend Mobile Services to help you build rich modern apps: New Relic allows developers to monitor and manage the end-to-end performance of iOS and Android applications connected to Mobile Services. SendGrid eliminates the complexity of sending email from Mobile Services, saving time and money, while providing reliable delivery to the inbox. Twilio provides a telephony infrastructure web service in the cloud that you can use with Mobile Services to integrate phone calls, text messages and IP voice communications into your mobile apps. Xamarin provides a Mobile Services add on to make it easy building cross-platform connected mobile aps. Pusher allows quickly and securely add scalable real-time messaging functionality to Mobile Services-based web and mobile apps. Visual Studio 2013 and Windows 8.1 This week during //build/ keynote, we demonstrated how Visual Studio 2013, Mobile Services and Windows 8.1 make building connected apps easier than ever. Developers building Windows 8 applications in Visual Studio can now connect them to Windows Azure Mobile Services by simply right clicking then choosing Add Connected Service. You can either create a new Mobile Service or choose existing Mobile Service in the Add Connected Service dialog. Once completed, Visual Studio adds a reference to Mobile Services SDK to your project and generates a Mobile Services client initialization snippet automatically. Add Push Notifications Push Notifications and Live Tiles are a key to building engaging experiences. Visual Studio 2013 and Mobile Services make it super easy to add push notifications to your Windows 8.1 app, by clicking Add a Push Notification item: The Add Push Notification wizard will then guide you through the registration with the Windows Store as well as connecting your app to a new or existing mobile service. Upon completion of the wizard, Visual Studio will configure your mobile service with the WNS credentials, as well as add sample logic to your client project and your mobile service that demonstrates how to send push notifications to your app. Server Explorer Integration In Visual Studio 2013 you can also now view your Mobile Services in the the Server Explorer. You can add tables, edit, and save server side scripts without ever leaving Visual Studio, as shown on the image below: Pricing With today’s general availability release we are announcing that we will be offering Mobile Services in three tiers – Free, Standard, and Premium.  Each tier is metered using a simple pricing model based on the # of API calls (bandwidth is included at no extra charge), and the Standard and Premium tiers are backed by 99.9% monthly SLAs.  You can elastically scale up or down the number of instances you have of each tier to increase the # of API requests your service can support – allowing you to efficiently scale as your business grows. The following table summarizes the new pricing model (full pricing details here):   You can find the full details of the new pricing model here. Build Conference Talks The //BUILD/ conference will be packed with sessions covering every aspect of developing connected applications with Mobile Services. The best part is that, even if you can’t be with us in San Francisco, every session is being streamed live. Be sure not to miss these talks: Mobile Services – Soup to Nuts — Josh Twist Building Cross-Platform Apps with Windows Azure Mobile Services — Chris Risner Connected Windows Phone Apps made Easy with Mobile Services — Yavor Georgiev Build Connected Windows 8.1 Apps with Mobile Services — Nick Harris Who’s that user? Identity in Mobile Apps — Dinesh Kulkarni Building REST Services with JavaScript — Nathan Totten Going Live and Beyond with Windows Azure Mobile Services — Kirill Gavrylyuk , Paul Batum Protips for Windows Azure Mobile Services — Chris Risner AutoScale: Dynamically scale up/down your app based on real-world usage One of the key benefits of Windows Azure is that you can dynamically scale your application in response to changing demand. In the past, though, you have had to either manually change the scale of your application, or use additional tooling (such as WASABi or MetricsHub) to automatically scale your application. Today, we’re announcing that AutoScale will be built-into Windows Azure directly.  With today’s release it is now enabled for Cloud Services, Virtual Machines and Web Sites (Mobile Services support will come soon). Auto-scale enables you to configure Windows Azure to automatically scale your application dynamically on your behalf (without any manual intervention) so you can achieve the ideal performance and cost balance. Once configured it will regularly adjust the number of instances running in response to the load in your application. Currently, we support two different load metrics: CPU percentage Storage queue depth (Cloud Services and Virtual Machines only) We’ll enable automatic scaling on even more scale metrics in future updates. When to use Auto-Scale The following are good criteria for services/apps that will benefit from the use of auto-scale: The service/app can scale horizontally (e.g. it can be duplicated to multiple instances) The service/app load changes over time If your app meets these criteria, then you should look to leverage auto-scale. How to Enable Auto-Scale To enable auto-scale, simply navigate to the Scale tab in the Windows Azure Management Portal for the app/service you wish to enable.  Within the scale tab turn the Auto-Scale setting on to either CPU or Queue (for Cloud Services and VMs) to enable Auto-Scale.  Then change the instance count and target CPU settings to configure the Auto-Scale ranges you want to maintain. The image below demonstrates how to enable Auto-Scale on a Windows Azure Web-Site.  I’ve configured the web-site so that it will run using between 1 and 5 VM instances.  The exact # used will depend on the aggregate CPU of the VMs using the 40-70% range I’ve configured below.  If the aggregate CPU goes above 70%, then Windows Azure will automatically add new VMs to the pool (up to the maximum of 5 instances I’ve configured it to use).  If the aggregate CPU drops below 40% then Windows Azure will automatically start shutting down VMs to save me money: Once you’ve turned auto-scale on, you can return to the Scale tab at any point and select Off to manually set the number of instances. Using the Auto-Scale Preview With today’s update you can now, in just a few minutes, have Windows Azure automatically adjust the number of instances you have running  in your apps to keep your service performant at an even better cost. Auto-scale is being released today as a preview feature, and will be free until General Availability. During preview, each subscription is limited to 10 separate auto-scale rules across all of the resources they have (Web sites, Cloud services or Virtual Machines). If you hit the 10 limit, you can disable auto-scale for any resource to enable it for another. Alerts and Notifications Starting today we are now providing the ability to configure threshold based alerts on monitoring metrics. This feature is available for compute services (cloud services, VM, websites and mobiles services). Alerts provide you the ability to get proactively notified of active or impending issues within your application.  You can define alert rules for: Virtual machine monitoring metrics that are collected from the host operating system (CPU percentage, network in/out, disk read bytes/sec and disk write bytes/sec) and on monitoring metrics from monitoring web endpoint urls (response time and uptime) that you have configured. Cloud service monitoring metrics that are collected from the host operating system (same as VM), monitoring metrics from the guest VM (from performance counters within the VM) and on monitoring metrics from monitoring web endpoint urls (response time and uptime) that you have configured. For Web Sites and Mobile Services, alerting rules can be configured on monitoring metrics from monitoring endpoint urls (response time and uptime) that you have configured. Creating Alert Rules You can add an alert rule for a monitoring metric by navigating to the Setting -> Alerts tab in the Windows Azure Management Portal. Click on the Add Rule button to create an alert rule. Give the alert rule a name and optionally add a description. Then pick the service which you want to define the alert rule on: The next step in the alert creation wizard will then filter the monitoring metrics based on the service you selected:   Once created the rule will show up in your alerts list within the settings tab: The rule above is defined as “not activated” since it hasn’t tripped over the CPU threshold we set.  If the CPU on the above machine goes over the limit, though, I’ll get an email notifying me from an Windows Azure Alerts email address ([email protected]). And when I log into the portal and revisit the alerts tab I’ll see it highlighted in red.  Clicking it will then enable me to see what is causing it to fail, as well as view the history of when it has happened in the past. Alert Notifications With today’s initial preview you can now easily create alerting rules based on monitoring metrics and get notified on active or impending issues within your application that require attention. During preview, each subscription is limited to 10 alert rules across all of the services that support alert rules. No More Credit Card Requirement for MSDN Subscribers Earlier this month (during TechEd 2013), Windows Azure announced that MSDN users will get Windows Azure Credits every month that they can use for any Windows Azure services they want. You can read details about this in my previous Dev/Test blog post. Today we are making further updates to enable an easier Windows Azure signup for MSDN users. MSDN users will now not be required to provide payment information (e.g. no credit card) during sign-up, so long as they use the service within the included monetary credit for the billing period. For usage beyond the monetary credit, they can enable overages by providing the payment information and remove the spending limit. This enables a super easy, one page sign-up experience for MSDN users.  Simply sign-up for your Windows Azure trial using the same Microsoft ID that you use to manage your MSDN account, then complete the one page sign-up form below and you will be able to spend your free monthly MSDN credits (up to $150 each month) on any Windows Azure resource for dev/test:   This makes it trivially easy for every MDSN customer to start using Windows Azure today.  If you haven’t signed up yet, I definitely recommend checking it out. Summary Today’s release includes a ton of great features that enable you to build even better cloud solutions.  If you don’t already have a Windows Azure account, you can sign-up for a free trial and start using all of the above features today.  Then visit the Windows Azure Developer Center to learn more about how to build apps with it. Hope this helps, Scott P.S. In addition to blogging, I am also now using Twitter for quick updates and to share links. Follow me at: twitter.com/scottgu

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  • Browser Compatibility Development Guide

    Do you have defined practices to ensure your website renders and operates properly on your users preferred browsers? If not, do you realize you may be losing customers and partners as a result? This guide for browser compatibility development provides you with the information you need to start or enhance your browser compatibility development practice.

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  • CodePlex Daily Summary for Monday, March 05, 2012

    CodePlex Daily Summary for Monday, March 05, 2012Popular ReleasesSimple Injector: Simple Injector v1.4.1: This release adds two small improvements to the SimpleInjector.Extensions.dll. No changes have been made to the core library. New features and improvements in this release for the SimpleInjector.Extensions.dll The RegisterManyForOpenGeneric extension methods now accept non-generic decorator, as long as they implement the given open generic service type. GetTypesToRegister methods added to the OpenGenericBatchRegistrationExtensions class which allows to customize the behavior. Note that the...SQL Scriptz Runner: Application: Scriptz Runner source code and applicationCommonLibrary: Code: CodePowerGUI Visual Studio Extension: PowerGUI VSX 1.5.2: Added support for PowerGUI 3.2.Path Copy Copy: 10.0: New version with the following biggest new features: Regular expression support in custom commands (see this work item) Import/export feature for custom commands (see this work item) This version also addresses the following work items: 11353 11348 This version is a recommended upgrade for all users. Note: new custom commands that user regular expressions won't be compatible with earlier versions (if installed by registry manipulation or via network installation), but everything else is ...VidCoder: 1.3.1: Updated HandBrake core to 0.9.6 release (svn 4472). Removed erroneous "None" container choice. Change some logic and help text to stop assuming you have to pick the VIDEO_TS folder for a DVD scan. This should make previewing DVD titles on the Queue Multiple Titles window possible when you've picked the root DVD directory.ASP.NET MVC Framework - Abstracting Data Annotations, HTML5, Knockout JS techs: Version 1.0: Please download the source code. I am not associating any dll for release.ExtAspNet: ExtAspNet v3.1.0: ExtAspNet - ?? ExtJS ??? ASP.NET 2.0 ???,????? AJAX ?????????? ExtAspNet ????? ExtJS ??? ASP.NET 2.0 ???,????? AJAX ??????????。 ExtAspNet ??????? JavaScript,?? CSS,?? UpdatePanel,?? ViewState,?? WebServices ???????。 ??????: IE 7.0, Firefox 3.6, Chrome 3.0, Opera 10.5, Safari 3.0+ ????:Apache License 2.0 (Apache) ??:http://extasp.net/ ??:http://bbs.extasp.net/ ??:http://extaspnet.codeplex.com/ ??:http://sanshi.cnblogs.com/ ????: +2012-03-04 v3.1.0 -??Hidden???????(〓?〓)。 -?PageManager??...AcDown????? - Anime&Comic Downloader: AcDown????? v3.9.1: ?? ●AcDown??????????、??、??????,????1M,????,????,?????????????????????????。???????????Acfun、????(Bilibili)、??、??、YouTube、??、???、??????、SF????、????????????。??????AcPlay?????,??????、????????????????。 ● AcDown???????????????????????????,???,???????????????????。 ● AcDown???????C#??,????.NET Framework 2.0??。?????"Acfun?????"。 ????32??64? Windows XP/Vista/7/8 ????????????? ??:????????Windows XP???,?????????.NET Framework 2.0???(x86),?????"?????????"??? ??????????????,??????????: ??"AcDo...Windows Phone Commands for VS2010: Version 1.0: Initial Release Version 1.0 Connect from device or emulator (Monitors the connection) Show Device information (Plataform, build , version, avaliable memory, total memory, architeture Manager installed applications (Launch, uninstall and explorer isolate storage files) Manager core applications (Launch blocked applications from emulator (Office, Calculator, alarm, calendar , etc) Manager blocked settings from emulator (Airplane Mode, Celullar Network, Wifi, etc) Deploy and update ap...DNN Metro7 style Skin package: Metro7 style Skin for DotNetNuke 06.01.00: Changes on Version 06.01.00 Fixed issue on GraySmallTitle container, that breaks the layout Fixed issue on Blue Metro7 Skin where the Search, Login, Register, Date is missing Fixed issue with the Version numbers on the target file Fixed issue where the jQuery and jQuery-UI files not deleted on upgrade from Version 01.00.00 Added a internal page where the Image Slider would be replaces with a BannerPaneMedia Companion: MC 3.433b Release: General More GUI tweaks (mostly imperceptible!) Updates for mc_com.exe TV The 'Watched' button has been re-instigated Added TV Menu sub-option to search ALL for new Episodes (includes locked shows) Movies Added 'Source' field (eg DVD, Bluray, HDTV), customisable in Advanced Preferences (try it out, let us know how it works!) Added HTML <<format>> tag with optional parameters for video container, source, and resolution (updated HTML tags to be added to Documentation shortly) Known Issu...Picturethrill: Version 2.3.2.0: Release includes Self-Update feature for Picturethrill. What that means for users is that they are always guaranteed to have a fresh copy of Picturethrill on their computers with all latest fixes. When Picturethrill adds a new website to get pictures from, you will get it too!Simple MVVM Toolkit for Silverlight, WPF and Windows Phone: Simple MVVM Toolkit v3.0.0.0: Added support for Silverlight 5.0 and Windows Phone 7.1. Upgraded project templates and samples. Upgraded installer. There are some new prerequisites required for this version, namely Silverlight 5 Tools, Expression Blend Preview for Silverlight 5 (until the SDK is released), Windows Phone 7.1 SDK. Because it is in the experimental band, I have also removed the dependency on the Silverlight Testing Framework. You can use it if you wish, but the Ria Services project template no longer uses ...CODE Framework: 4.0.20301: The latest version adds a number of new features to the WPF system (such as stylable and testable messagebox support) as well as various new features throughout the system (especially in the Utilities namespace).MyRouter (Virtual WiFi Router): MyRouter 1.0.2 (Beta): A friendlier User Interface. A logger file to catch exceptions so you may send it to use to improve and fix any bugs that may occur. A feedback form because we always love hearing what you guy's think of MyRouter. Check for update menu item for you to stay up to date will the latest changes. Facebook fan page so you may spread the word and share MyRouter with friends and family And Many other exciting features were sure your going to love!WPF Sound Visualization Library: WPF SVL 0.3 (Source, Binaries, Examples, Help): Version 0.3 of WPFSVL. This includes three new controls: an equalizer, a digital clock, and a time editor.Orchard Project: Orchard 1.4: Please read our release notes for Orchard 1.4: http://docs.orchardproject.net/Documentation/Orchard-1-4-Release-NotesNetSqlAzMan - .NET SQL Authorization Manager: 3.6.0.15: 3.6.0.15 28-Feb-2012 • Fix: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state. Work Item 10435: http://netsqlazman.codeplex.com/workitem/10435 • Fix: Made StorageCache thread safe. Thanks to tangrl. • Fix: Members property of SqlAzManApplicationGroup is not functioning. Thanks to tangrl. Work Item 10267: http://netsqlazman.codeplex.com/workitem/10267 • Fix: Indexer are making database calls. Thanks to t...SCCM Client Actions Tool: Client Actions Tool v1.1: SCCM Client Actions Tool v1.1 is the latest version. It comes with following changes since last version: Added stop button to stop the ongoing process. Added action "Query update status". Added option "saveOnlineComputers" in config.ini to enable saving list of online computers from last session. Default value for "LatestClientVersion" set to SP2 R3 (4.00.6487.2157). Wuauserv service manual startup mode is considered healthy on Windows 7. Errors are now suppressed in checkReleases...New ProjectsAbsolute Risk Game: Risk Game is a classic "World Domination Risk" game where you try to conquer the world.Architecture Document Catalog: The Architecture Document Catalog is a catalog for various documentation used by software solution architects. The initial architecture framework supported is from Rozanski and Woods, also called Viewpoints and Perspectives. It's in C#, Silverlight, WCF RIA Services.Background Worker Job Execution & Job Scheduler: Background worker is a multi-threaded job execution and scheduling engine. Very similar to Quartz, but with a slightly different focus.BWOS: preparing a new operating system. and name BWOS. CommonLibrary: Common modules and componentesCustomizeTool: CustomizeToolData Foundry: Data Foundry is a Swiss army knife for database administrator. With capabilities to cross reference check data between tables to find orphaned data and table relations.Data Grid Extensions: Modular extensions for the DataGrid control. Attach filtering capabilities to your existing DataGrid.dk.Helper: dk.Helper makes it easier for tribal wars game players (divoke-kmene.sk) to manage common activities in game. It's developed in C#.ExEn: ExEn is a high-performance implementation of a subset of the XNA API that runs on Silverlight, iOS and Android.Extended Methods for .NET: Developed in VB.NET, this DLL includes some functions I came across over the internet. Originally they were functions. I made some changes to suit my work and recreated them as Extended methods. Currently includes two extended methods for the Image class and one extended method for the String class. I will update it with new methods as I go along.GestionarComenzi: Gestioneaza Comenzi - Firma transporturiGIS Library Management: GIS Library Management System.iFinity Cache Master for DotNetNuke: The iFinity DotNetNuke Cache Master is an Administration module for DotNetNuke. This module allows administrators to inspect the current contents of the ASP.NET Cache in their running DotNetNuke installation. A very useful tool for developers working with the DotNetNuke cache.intelliEssay Document Format Checker: This is a product that tries to check a document's format to see if it conforms to certain given standard.Just T[he]IP: "Just The IP" leverages the Bing API v2 and the ip: Bing Advanced Operator to list the other web sites hosted at this IP Address (that are indexed by Bing).KTool: Ktool is a tool for learning japanese kanji. This program is still in developed. Current version can only display and find a kanji word (Press ctrl-F on main screen for search). Developed in WPF, .NET 4.0Lab Checker: Lab Checker makes it easy for teacher to check students' programs. It allows a student to test his program on a set of test cases which eliminates the need to run the program manually.MeoBox Vera Control Plugin: This is my project for creating a plugin to control my MeoBox ( Scientific Atlanta ) using Vera ( www.micasaverde.com ) Should work with other TV2Client boxesNUnitTestHelper: NUnitTestHelper is a helper class for developing unit tests for C# applications with NUnit framework. This helper library provides set of classes and method which can be used for accomplishing faster unit test development for any kind of project. NUnitTestBase – Supports basic functionality for writing a unit test with NUnit framework. This base class provides built in support for mocking framework. This version provides support for Rhino mocking framework.OnlineExam: Common online examination system based on Asp.net MVC3 can used for knowledge test, I/Q test, college test or most other test project.Orchard Code Generation Extensions: Code Generation Extensions module for Orchard.OrchardTranstion_CN: Orchar?? OsAvatar: to next step showOwnTools: About my toolsPhone Finder App: PhoneFinder will be a Windows Phone platform app alternative for finding a lost or stolen phone. Our plan is to have additional functionality the Windows software does not include. It will be developed using ASP.NET MVC, SQL Server, C#, etc.PoshChat: PoshChat is a client/server chat program written in PowerShell. Supports multiple client connections to a single server to chat.Process Attachment And Secure Text: ProcessAttachmentAndSecureText is an Exchange Transport Agent DLL and associated ASPX page. It is used to 1) strip out attachments and send them to an upload portal, and 2) to strip out text from emails and send it to an upload portal. It is currently coded for Exchange 2010Resource Viewer - Visual Studio Extension: Simply put the “resource viewer extension” enables you to visually view your ResourceDictionary. To open it go to: View – Other Windows – Resource Viewer. When working with WPF/Silverlight you put your reusable resources in a common ResourceDictionary, those resources might be of type Style, SolidColorBrush, DrawingBrush, BitmapImage and more. The problems starts when you have that ResourceDictionary you have no way to see how your resources look like, making the work process (of both t...Scumm XNA: Scumm XNA is an engine that runs old school LucasArts graphical adventure games. It is written completely in C# and will run on PC, Xbox 360 and Windows phone. The code is inspired by ScummVM but this project is not a port, it is a complete rewrite in order to optimize the engine for the CLR. Of course, you will need to own the orinigal games in order to use it. Currently, I will focus my work on the great "Day of Tentacle" game specifically the CD version.SDX DataGrid: SDXDataGrid is a comprehensive data grid component for Microsoft .NET 3.5 web application developers. It is designed to ease the exhausting process of implementing the necessary code for sorting, navigation, grouping, searching and data editing in a data representation object.SQL Scriptz Runner: Features are : Drag And Drop script files Run a directory of script files Sql Script out put messages during execution Script passed or failed that are colored green and red (yellow for running) Stop on error option Open script on error option Run report with time taken for each uComponents Demo: A demo for the code of running uComponents in Umbraco siteUnixTable: UnixTable makes it easier to realize application to access database, with no code but only with visual instrument at runtime. You'll no longer have to write query or code to read table from database. It's developed in Visual Basic for .NET 4. VOA Player.NET: VOA Player is a lightweight windows client for listening VOA Special English. Because of GFW blocking it fetch RSS data via rss2proxy.appspot.com indirectly. User can view article page and listen MP3 stream. The project is a C# implementation of voaplayer.sinaapp.com.Windows Metafile Library: The library supports reading and writing WMF files. Source code is written in pure .NET from scratch following the Windows Metafile Format Specification.Windows Phone 7.1 + MicroFramework (a phone device as remote control): Windows Phone 7.1 + .Net MicroFramework (How use a windows phone device as remote control of a Fez Panda II/MicroFramework board). A windows phone device can be connected to a wifi network (for example a wifi router). If you have also a MicroFramework board connected to the wifi network; you can send some http rest commands from the windows phone device to the MicroFramework board. The microframework board, it must support the tcp/ip protocol through a connect shield. In this exaple it will...XBMC Cache Manager: A Windows Service to manage a shared XBMC MySQL database and shared cache folder.

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  • A couple of nice features when using OracleTextSearch

    - by kyle.hatlestad
    If you have your UCM/URM instance configured to use the Oracle 11g database as the search engine, you can be using OracleTextSearch as the search definition. OracleTextSearch uses the advanced features of Oracle Text for indexing and searching. This includes the ability to specify metadata fields to be optimized for the search index, fast rebuilding, and index optimization. If you are on 10g of UCM, then you'll need to load the OracleTextSearch component that is available in the CS10gR35UpdateBundle component on the support site (patch #6907073). If you are on 11g, no component is needed. Then you specify the search indexer name with the configuration flag of SearchIndexerEngineName=OracleTextSearch. Please see the docs for other configuration settings and setup instructions. So I thought I would highlight a couple of other unique features available with OracleTextSearch. The first is the Drill Down feature. This feature allows you to specify specific metadata fields that will break down the results of that field based on the total results. So in the above graphic, you can see how it broke down the extensions and gives a count for each. Then you just need to click on that link to then drill into that result. This setting is perfect for option list fields and ones with a distinct set of values possible. By default, it will use the fields Type, Security Group, and Account (if enabled). But you can also specify your own fields. In 10g, you can use the following configuration entry: DrillDownFields=xWebsiteObjectType,dExtension,dSecurityGroup,dDocType And in 11g, you can specify it through the Configuration Manager applet. Simply click on the Advanced Search Design, highlight the field to filter, click Edit, and check 'Is a filter category'. The other feature you get with OracleTextSearch are search snippets. These snippets show the occurrence of the search term in context of their usage. This is very similar to how Google displays its results. If you are on 10g, this is enabled by default. If you are on 11g, you need to turn on the feature. The following configuration entry will enable it: OracleTextDisableSearchSnippet=false Once enabled, you can add the snippets to your search results. Go to Change View -> Customize and add a new search result view. In the Available Fields in the Special section, select Snippet and move it to the Main or Additional Information. If you want to include the snippets with the Classic results, you can add the idoc variable of <$srfDocSnippet$> to display them. One caveat is that this can effect search performance on large collections. So plan the infrastructure accordingly.

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  • You may get "A potentially dangerous Request.QueryString value was detected from the client" after u

    - by anas
    I was upgradting one of the DNN portals to ASP.NET 4.After Upgrading completed and when i configured it to run under asp.net 4 in iis, I started to get that exception on every postback. The mentioned exception is happening because in ASP.NET 4, the request validation is now being called for every asp.net resource like web services and other httphandlers.As a result, you may get that exception even if you turned off the RequestValidation via: <pages validateRequest="false" .... section. This is...(read more)

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  • SQL SERVER – Implementing IF … THEN in SQL SERVER with CASE Statements

    - by Pinal Dave
    Here is the question I received the other day in email. “I have business logic in my .net code and we use lots of IF … ELSE logic in our code. I want to move the logic to Stored Procedure. How do I convert the logic of the IF…ELSE to T-SQL. Please help.” I have previously received this answer few times. As data grows the performance problems grows more as well. Here is the how you can convert the logic of IF…ELSE in to CASE statement of SQL Server. Here are few of the examples: Example 1: If you are logic is as following: IF -1 < 1 THEN ‘TRUE’ ELSE ‘FALSE’ You can just use CASE statement as follows: -- SQL Server 2008 and earlier version solution SELECT CASE WHEN -1 < 1 THEN 'TRUE' ELSE 'FALSE' END AS Result GO -- SQL Server 2012 solution SELECT IIF ( -1 < 1, 'TRUE', 'FALSE' ) AS Result; GO If you are interested further about how IIF of SQL Server 2012 works read the blog post which I have written earlier this year . Well, in our example the condition which we have used is pretty simple but in the real world the logic can very complex. Let us see two different methods of how we an do CASE statement when we have logic based on the column of the table. Example 2: If you are logic is as following: IF BusinessEntityID < 10 THEN FirstName ELSE IF BusinessEntityID > 10 THEN PersonType FROM Person.Person p You can convert the same in the T-SQL as follows: SELECT CASE WHEN BusinessEntityID < 10 THEN FirstName WHEN BusinessEntityID > 10 THEN PersonType END AS Col, BusinessEntityID, Title, PersonType FROM Person.Person p However, if your logic is based on multiple column and conditions are complicated, you can follow the example 3. Example 3: If you are logic is as following: IF BusinessEntityID < 10 THEN FirstName ELSE IF BusinessEntityID > 10 AND Title IS NOT NULL THEN PersonType ELSE IF Title = 'Mr.' THEN 'Mister' ELSE 'No Idea' FROM Person.Person p You can convert the same in the T-SQL as follows: SELECT CASE WHEN BusinessEntityID < 10 THEN FirstName WHEN BusinessEntityID > 10 AND Title IS NOT NULL THEN PersonType WHEN Title = 'Mr.' THEN 'Mister' ELSE 'No Idea' END AS Col, BusinessEntityID, Title, PersonType FROM Person.Person p I hope this solution is good enough to convert the IF…ELSE logic to CASE Statement in SQL Server. Let me know if you need further information about the same. Reference: Pinal Dave (http://blog.sqlauthority.com)Filed under: PostADay, SQL, SQL Authority, SQL Function, SQL Query, SQL Server, SQL Tips and Tricks, T SQL

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