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How-To Tutorials

7019 Articles
article-image-automation-python-and-stafstax
Packt
23 Oct 2009
13 min read
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Automation with Python and STAF/STAX

Packt
23 Oct 2009
13 min read
The reader should note that the solution is only intended to explain how Python and STAF may be used. No claim is made that the solution presented here is the best one in any way, just that is one more option that the reader may consider in future developments. The Problem Let's imagine that we have a computer network in which a machine periodically generates some kind of file with information that is of interest to other machines in that network. For example, let's say that this file is a new software build of a product that must transferred to a group of remote machines, in which its functionality has to be tested to make sure it can be delivered to the client. The Python-only solution Sequential A simple solution to make the software build available to all the testing machines could be to copy it to a specific directory whenever a new file is available. For additional security, let's suppose that we're required to verify that the md5 sum for both original and destination files is equal to ensure that build file was copied correctly. If it is considered that /tmp is a good destination directory, then the following script will do the job: 1 #!/usr/bin/python 2 """ 3 Copy a given file to a list of destination machines sequentially 4 """ 5 6 import os, argparse 7 import subprocess 8 import logging 9 10 def main(args): 11 logging.basicConfig(level=logging.INFO, format="%(message)s") 12 13 # Calculate md5 sum before copyin the file 14 orig_md5 = run_command("md5sum %s" % args.file).split()[0] 15 16 # Copy the file to every requested machine and verify 17 # that md5 sum of the destination file is equal 18 # to the md5 sum of the original file 19 for machine in args.machines: 20 run_command("scp %s %s:/tmp/" % (args.file, machine)) 21 dest_md5 = run_command("ssh %s md5sum /tmp/%s" 22 % (machine, os.path.basename(args.file))).split()[0] 23 assert orig_md5 == dest_md5 24 25 def run_command(command_str): 26 """ 27 Run a given command and another process and return stdout 28 """ 29 logging.info(command_str) 30 return subprocess.Popen(command_str, stdout=subprocess.PIPE, 31 shell=True).communicate()[0] 32 33 if __name__ == "__main__": 34 parser = argparse.ArgumentParser(description=__doc__) 35 parser.add_argument("file", 36 help="File to copy") 37 parser.add_argument(metavar="machine", dest="machines", nargs="+", 38 help="List of machines to which file must be copied") 39 40 args = parser.parse_args() 41 args.file = os.path.realpath(args.file) 42 main(args) Here it is assumed that ssh keys have been exchanged between origin and destination machines for automatic authentication without human intervention. The script makes use of the Popen class in the subprocess python standard library. This powerful library provides the capability to launch new operating system processes and capture not only the result code, but also the standard output and error streams. However, it should be taken into account that the Popen class cannot be used to invoke commands on a remote machine by itself. However, as it can be seen in the code, ssh and related commands may be used to launch processes on remote machines when configured properly. For example, if the file of interest was STAF325-src.tar.gz (STAF 3.2.5 source) and the remote machines were 192.168.1.1 and 192.168.1.2, then the file would be copied using the copy.py script in the following way: $ ./copy.py STAF325-src.tar.gz 192.168.1.{1,2}md5sum STAF325-src.tar.gzscp STAF325-src.tar.gz 192.168.1.1:/tmp/ssh 192.168.1.1 md5sum /tmp/STAF325-src.tar.gzscp STAF325-src.tar.gz 192.168.1.2:/tmp/ssh 192.168.1.2 md5sum /tmp/STAF325-src.tar.gz Parallel What would happen if the files were copied in parallel? For this example, it might not make much sense given that probably the network is at bottleneck and there isn't any increase in performance. However, in the case of the md5sum operation, it's a waste of time waiting for the operation to complete on one machine while the other is essentially idle waiting for the next command. Clearly, it would be more interesting to make both machines do the job in parallel to take advantage of CPU cycles. A parallel implementation similar to the sequential one is displayed below: 1 #!/usr/bin/python 2 """ 3 Copy a given file to a list of destination machines in parallel 4 """ 5 6 import os, argparse 7 import subprocess 8 import logging 9 import threading 10 11 def main(args): 12 logging.basicConfig(level=logging.INFO, format="%(threadName)s: %(message)s") 13 orig_md5 = run_command("md5sum %s" % args.file).split()[0] 14 15 # Create one thread for machine 16 threads = [ WorkingThread(machine, args.file, orig_md5) 17 for machine in args.machines] 18 19 # Run all threads 20 for thread in threads: 21 thread.start() 22 23 # Wait for all threads to finish 24 for thread in threads: 25 thread.join() 26 27 class WorkingThread(threading.Thread): 28 """ 29 Thread that performs the copy operation for one machine 30 """ 31 def __init__(self, machine, orig_file, orig_md5): 32 threading.Thread.__init__(self) 33 34 self.machine = machine 35 self.file = orig_file 36 self.orig_md5 = orig_md5 37 38 def run(self): 39 # Copy file to remote machine 40 run_command("scp %s %s:/tmp/" % (self.file, self.machine)) 41 42 # Calculate md5 sum of the file copied at the remote machine 43 dest_md5 = run_command("ssh %s md5sum /tmp/%s" 44 % (self.machine, os.path.basename(self.file))).split()[0] 45 assert self.orig_md5 == dest_md5 46 47 def run_command(command_str): 48 """ 49 Run a given command and another process and return stdout 50 """ 51 logging.info(command_str) 52 return subprocess.Popen(command_str, stdout=subprocess.PIPE, 53 shell=True).communicate()[0] 54 55 if __name__ == "__main__": 56 parser = argparse.ArgumentParser(description=__doc__) 57 parser.add_argument("file", 58 help="File to copy") 59 parser.add_argument(metavar="machine", dest="machines", nargs="+", 60 help="List of machines to which file must be copied") 61 62 args = parser.parse_args() 63 args.file = os.path.realpath(args.file) 64 main(args) Here the same assumptions as in the sequential case are made. In this solution the work that was done inside the for loop is now implemented in the run method of a class that is inherited from threading.Thread class, which is a class that provides an easy way to create working threads such as the ones in the example. In this case, the output of the command, using the same arguments as in the previous example, is: $ ./copy_parallel.py STAF325-src.tar.gz 192.168.1.{1,2}MainThread: md5sum STAF325-src.tar.gzThread-1: scp STAF325-src.tar.gz 192.168.1.1:/tmp/Thread-2: scp STAF325-src.tar.gz 192.168.1.2:/tmp/Thread-2: ssh 192.168.1.2 md5sum /tmp/STAF325-src.tar.gzThread-1: ssh 192.168.1.1 md5sum /tmp/STAF325-src.tar.gz As it can be seen in the logs, md5sum command execution isn't necessarily executed in the same order as threads were created. This solution isn't much more complex than the sequential one, but it finishes earlier. Hence, in the case in which a CPU intensive task must be performed in every machine, the parallel solution will be more convenient since the small increment in coding complex will pay off in execution performance. The Python+STAF solution Sequential The solutions to the problem presented in the previous section are perfectly fine. However, some developers may find it cumbersome to write scripts from scratch using Popen class and desire to work with a platform with feature such as launching process on remote machines already implemented. That's were STAF (Software Testing Automation Framework) might be helpful. STAF is a framework that provides the ability to automate jobs specially, but not uniquely, for testing environments. STAF is implemented as a process which runs on every machine that provides services that may be used by clients to accomplish different tasks. For more information regarding STAF, please refer to the project homepage. The Python+STAF sequential version of the program that has been used as example throughout this article is below: 1 #!/usr/bin/python 2 """ 3 Copy a given file to a list of destination machines sequentially 4 """ 5 6 import os, argparse 7 import subprocess 8 import logging 9 import PySTAF 10 11 def main(args): 12 logging.basicConfig(level=logging.INFO, format="%(message)s") 13 handle = PySTAF.STAFHandle(__file__) 14 15 # Calculate md5 sum before copyin the file 16 orig_md5 = run_process_command(handle, "local", "md5sum %s" % args.file).split()[0] 17 18 # Copy the file to every requested machine and verify 19 # that md5 sum of the destination file is equal 20 # to the md5 sum of the original file 21 for machine in args.machines: 22 copy_file(handle, args.file, machine) 23 dest_md5 = run_process_command(handle, machine, "md5sum /tmp/%s" 24 % os.path.basename(args.file)).split()[0] 25 assert orig_md5 == dest_md5 26 27 handle.unregister() 28 29 def run_process_command(handle, location, command_str): 30 """ 31 Run a given command and another process and return stdout 32 """ 33 logging.info(command_str) 34 35 result = handle.submit(location, "PROCESS", "START SHELL COMMAND %s WAIT RETURNSTDOUT" 36 % PySTAF.STAFWrapData(command_str)) 37 assert result.rc == PySTAF.STAFResult.Ok 38 39 mc = PySTAF.unmarshall(result.result) 40 return mc.getRootObject()['fileList'][0]['data'] 41 42 def copy_file(handle, filename, destination): 43 """ 44 Run a given command and another process and return stdout 45 """ 46 logging.info("copying %s to %s" % (filename, destination)) 47 48 result = handle.submit("local", "FS", "COPY FILE %s TODIRECTORY /tmp TOMACHINE %s" 49 % (PySTAF.STAFWrapData(filename), 50 PySTAF.STAFWrapData(destination))) 51 assert result.rc == PySTAF.STAFResult.Ok 52 53 if __name__ == "__main__": 54 parser = argparse.ArgumentParser(description=__doc__) 55 parser.add_argument("file", 56 help="File to copy") 57 parser.add_argument(metavar="machine", dest="machines", nargs="+", 58 help="List of machines to which file must be copied") 59 60 args = parser.parse_args() 61 args.file = os.path.realpath(args.file) 62 main(args) The code makes use of PySTAF, a python library, which is shipped with the STAF software that provides the ability to interact with the framework as a client. The typical usage of the library may summarized as follows: Register a handle in STAF (line 13): The communication with the server process is managed using handles. A client must have a handle to be able to send requests to local and/or remote machines. Submit requests (lines 35 and 48): Once the handle is available at the client, the client can use it to submit requests to any location and service. The two basic services that are used in this example are PROCESS, which is used to launch processes on a machine the same way ssh was used in the python-only version of the example; and FS, which is used to copy files between different machines as scp was used in the python-only solution. Check result code (lines 37 and 51): After a request has been submitted, result code should be checked to make sure that there wasn't any communication or syntax problem. Unmarshall results (lines 39-40): When the standard output is captured, it must be unmarshalled before using it in python since responses are encoded in a language independent format. Unregister handle (line 27): When STAF isn't needed anymore, it's advisable to unregister the handle to free resources allocated to the client in the server. Compared with the python-only solution, the advantages of STAF aren't appreciable at first sight. The handler syntax isn't easier than creating Popen objects and we have to deal with marshalling when we previously were just parsing text. However, as a framework, if has to be taken into account that it is has a learning curve and has much more functionality to offer than this one that makes it worthwhile. Please bear with me until section 5, in which the STAX solution we'll be shown, with an example with a completely different approach to the problem. Using the script in this section, the output would be pretty much the same as the previous sequential example: $ ./staf_copy.py STAF325-src.tar.gz 192.168.1.{1,2}md5sum STAF325-src.tar.gzcopying STAF325-src.tar.gz to 192.168.1.1md5sum /tmp/STAF325-src.tar.gzcopying STAF325-src.tar.gz to 192.168.1.2md5sum /tmp/STAF325-src.tar.gz As in the previous section, the sequential solution suffers the same problems when CPU intensive tasks are to be performed. Hence, the same comments apply. Parallel When using STAF, the parallel solution requires the same changes that were explained before. That is, create a new class that inherits from threading.Thread and implement the working threads. The code below shows how this might be implemented: 1 #!/usr/bin/python 2 """ 3 Copy a given file to a list of destination machines in parallel 4 """ 5 6 import os, argparse 7 import subprocess 8 import logging 9 import threading 10 import PySTAF 11 12 def main(args): 13 logging.basicConfig(level=logging.INFO, format="%(threadName)s %(message)s") 14 handle = PySTAF.STAFHandle(__file__) 15 orig_md5 = run_process_command(handle, "local", "md5sum %s" % args.file).split()[0] 16 17 # Create one thread for machine 18 threads = [ WorkingThread(machine, args.file, orig_md5) 19 for machine in args.machines] 20 21 # Run all threads 22 for thread in threads: 23 thread.start() 24 25 # Wait for all threads to finish 26 for thread in threads: 27 thread.join() 28 29 handle.unregister() 30 31 class WorkingThread(threading.Thread): 32 """ 33 Thread that performs the copy operation for one machine 34 """ 35 def __init__(self, machine, orig_file, orig_md5): 36 threading.Thread.__init__(self) 37 38 self.machine = machine 39 self.file = orig_file 40 self.orig_md5 = orig_md5 41 self.handle = PySTAF.STAFHandle("%s:%s" % (__file__, self.getName())) 42 43 def run(self): 44 # Copy file to remote machine 45 copy_file(self.handle, self.file, self.machine) 46 47 # Calculate md5 sum of the file copied at the remote machine 48 dest_md5 = run_process_command(self.handle, self.machine, "md5sum /tmp/%s" 49 % os.path.basename(self.file)).split()[0] 50 assert self.orig_md5 == dest_md5 51 self.handle.unregister() 52 53 def run_process_command(handle, location, command_str): 54 """ 55 Run a given command and another process and return stdout 56 """ 57 logging.info(command_str) 58 59 result = handle.submit(location, "PROCESS", "START SHELL COMMAND %s WAIT RETURNSTDOUT" 60 % PySTAF.STAFWrapData(command_str)) 61 assert result.rc == PySTAF.STAFResult.Ok 62 63 mc = PySTAF.unmarshall(result.result) 64 return mc.getRootObject()['fileList'][0]['data'] 65 66 def copy_file(handle, filename, destination): 67 """ 68 Run a given command and another process and return stdout 69 """ 70 logging.info("copying %s to %s" % (filename, destination)) 71 72 result = handle.submit("local", "FS", "COPY FILE %s TODIRECTORY /tmp TOMACHINE %s" 73 % (PySTAF.STAFWrapData(filename), 74 PySTAF.STAFWrapData(destination))) 75 assert result.rc == PySTAF.STAFResult.Ok 76 77 if __name__ == "__main__": 78 parser = argparse.ArgumentParser(description=__doc__) 79 parser.add_argument("file", 80 help="File to copy") 81 parser.add_argument(metavar="machine", dest="machines", nargs="+", 82 help="List of machines to which file must be copied") 83 84 args = parser.parse_args() 85 args.file = os.path.realpath(args.file) 86 main(args) As it happened before, this solution is faster since it takes advantage of having multiple CPUs working on md5sum calculation instead of just one at a time. The output we get invoking the script could be: $ ./staf_copy_parallel.py STAF325-src.tar.gz 192.168.1.{1,2}MainThread md5sum STAF325-src.tar.gzThread-1 copying STAF325-src.tar.gz to 192.168.1.1Thread-2 copying STAF325-src.tar.gz to 192.168.1.2Thread-2 md5sum /tmp/STAF325-src.tar.gzThread-1 md5sum /tmp/STAF325-src.tar.gz This time it can be seen that md5sum calculation mustn't necessarily start in the same order as file copy operation. Once again, this solution is slightly more complex, but the gain in performance makes it convenient when dealing with tasks with high computational cost.    
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article-image-integrating-zen-cart-content-management-systems
Packt
23 Oct 2009
19 min read
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Integrating Zen Cart with Content Management Systems

Packt
23 Oct 2009
19 min read
How to Integrate with CMS? While attempting integration of one CMS with another, some simple principles should be remembered. For all integration attempts, you have to consider the following aspects: Master-slave relationship: While integrating one CMS with the other, one of the applications act as the master and the other as the slave. If you integrate application A to application B, then application B will be considered as master. Master applications maintain authentication and sessions for both applications. While integrating Zen Cart with some other CMS, first consider whether Zen Cart will be the master or the slave. If you are integrating Zen Cart with an existing website, Zen Cart is going to be the slave. On the other hand, when you are adding blogging functionality to the Zen Cart shop by integrating WordPress with Zen Cart, Zen Cart is going to be the master. User and Group Management: One purpose of integrating two CMSs is to have a common user and group management system. Zen Cart integration may be tight, where both Zen Cart and an other CMS will use the same database for user and group management. On the other hand, loose integration will allow periodic or event-based synchronization of user or group databases. Tight integration becomes easier when both CMSs use the same type of user database. If the user databases are very different from each other, then tight integration may not be possible and some sort of fallback solution such as synchronizing the databases may be used. Visual integration: Users see the integration only through the visual integration. In fact, visual integration should be such that users will be unaware of integration attempt. While integrating the two CMSs, the visual template of the master should preferably be used for both CMSs. However, using a master's template system is difficult and a central template system should be developed which can be used for both applications. Now, we will see how to integrate Zen Cart with other CMSs. You will notice that at least one of the above-mentioned aspects is present in such integrations. Joomla!/Mambo If you are using Joomla!/Mambo and want e-commerce functionality, you have a number of choices. Among these, the best one is using the VirtueMart component. The VirtueMart component for Joomla!/Mambo is quite similar to Zen Cart or osCommerce. Only a few features of Zen Cart or osCommerce are missing in VirtueMart. However, if you still want to integrate Zen Cart into the existing Joomla!/Mambo website, you have two options-and neither is easier than the other: Use Zen Cart as a wrapper or, develop a component based on Zen Cart. Using Zen Cart as a wrapper is in its true sense not an integration. It runs separately and Joomla! provides a menu link. Clicking on this link will show Zen Cart in a wrapper window. If you are experienced with Joomla! or Mambo, you can figure out how a menu item can be added to show the application in a wrapper. However, adding a wrapper may appear to be an integration if you modify the Zen Cart template accordingly. As the Zen Cart shop appears in the wrapper, it would be wise not to use headers and sidebars in the Zen Cart template. Links to the categories and other menus can be provided in the headers. A separate login mechanism should also be provided in the Zen Cart template. Developing a bridge for Zen Cart and Joomla! is a hot topic in the Zen Cart forum. Users of both Joomla! and Zen Cart agree that integration or bridging of these two will be of great value. However, due to the framework of these two systems, developing such a bridge has some complexities and takes some time. Recently, a discussion on this topic has led to the development of such a bridge by the open-source enthusiasts. Please watch the following thread:http://tinyurl.com/65ypyu. Another possibility is JFusion plug-in for Joomla! (available at www.jfusion.org) which is a framework for integrating several forums to Joomla!. The developer of JFusion has proposed developing such a plug-in for Zen Cart as well. It is hoped that JFusion will be able to integrate Zen Cart to Joomla! soon. Drupal Drupal is a powerful CMS and is widely used. There are a wide range of modules available for Drupal and it is used for different types of websites. There are a great number of Drupal users who want to integrate Drupal and Zen Cart-as both are considered useful in their category. Until recently, there was no easy way to integrate Drupal and Zen Cart. Very recently, Zen Cart Integration module has been released as a development version. For now, it works on Drupal 5.x and Zen Cart 1.3.7. Once this module is installed and configured, you can create Zen Cart categories and products from Drupal. As other nodes, these products and categories will be displayed as nodes in Drupal. When visitors click on these products they see product details as a Drupal node, but when the product is added to cart, it redirects to the Zen Cart shop. This module also provides a single sign-on facility. For integrating Zen Cart into Drupal, download the module from http://drupal.org/project/zencart. Before we proceed with the integration of Drupal and Zen Cart, assume that you have installed Drupal and Zen Cart on the same server. Let us suppose, Drupal is installed in e:wwwdrupal57 directory and Zen Cart 1.3.7 is in e:wwwzc directory, and these two uses separate database on the same MySQL server. Follow these steps: Download and unzip Zen Cart integration module: For integrating Zen Cart into Drupal, download the module from http://drupal.org/project/zencart. On your computer, unzip the zencart-5.x-1.x-dev.tar.gz package. You will get a folder named zencart, under which there are some files and a subfolder named zencart. Copy files for Zen Cart: Inside the zencart subfolder you will find the includes folder. Copy this subfolder, that is /zencart/includes, to your Zen Cart installation directory, that is e:wwwzc. This will overwrite the e:wwwzcincludes directory, but will not overwrite any files. Once you have copied all the files in this folder, you are finished with Zen Cart. Install Zen Cart installation module in Drupal: Copy the zencart directory with all the files inside it, except the zencart subfolder, to Drupal's installation directory, that is e:wwwdrupal57. As an administrator in Drupal, you can install this module from Drupal's Administer | Site Building | Modules section. In the module list you will see the Zen Cart Integration module group. You will find the following modules in this group: Zencart-This is the main module for integrating Zen Cart shopping cart to Drupal. This is required by other modules in this group. Zencart Catalog-This module allows creation of Drupal nodes for Zen Cart products and categories. Zencart Category Node Hierarchy-This module depends on the Node Hierarchy module and organizes Zen Cart products and categories. Download the Node Hirarchy module from http://drupal.org/project/nodehierarchy and install it before enabling this module. To enable these modules, select checkboxes in Enabled column and click Save configuration button at the bottom of the list. Configure Zencart Integration module in Drupal: After enabling the modules, you can configure those from Administer | Site Configuration | Zencart Integration screen. The Zen Cart Status section will provide you information about your Zen Cart installation. The module will search and find the Zen Cart installation and show its version, path to Drupal installation and other information. The Zen Cart Settings section will give you the opportunity to mention the Zen Cart installation directory path. Type it into the Path to Zencart field. The Zen Cart Page Redirects section allows you to configure page redirects from the Zen Cart page to Drupal node. Zen Cart Catalog section allows you to configure redirect from the Zen Cart catalog items to Drupal. While using this integration module, you create Zen Cart catalog and products from Drupal. If you want to create these categories and products from inside Zen Cart and synchronize those with Drupal, then check Update product info on cron. This will synchronize product information both on Drupal and Zen Cart by running cron command on linux/unix. Checking Redirect Product Info Pages will automatically redirect visitors from the Zen Cart product info pages to equivalent Drupal nodes. Similarly, checking Redirect Category Listing Pages will automatically redirect visitors from the Zen Cart category pages to equivalent Drupal nodes. The Zen Cart Users section allows you to configure single sign-on options for Drupal and Zen Cart. If you want to allow Zen Cart existing customers to login to Drupal, then check the Allow Zen Cart Customers to login to Drupal checkbox. On the other hand, if you want to allow Drupal users to login to Zen Cart as customers, check Allow Drupal Users Customers to login to Zen Cart as Customers. Checking Allow Single Sign-On will allow users to login once and access both Drupal and Zen Cart.                                                                                                                                                                                                                                                                                                         The Zencart Integration screen has the following sections: Once you have configured these options, click the Save configuration button, or revert to defaults by clicking the Reset to defaults button. Create Content Type in Drupal for Zen Cart categories and products: If you have ever used Drupal, you know how to create content types in Drupal. You can add new content type from Administer | Content Management | Content types | Add content type. Now you will get a Zen Cart Catalog group. From this section you can define whether this type will be used as a Zen Cart product or category. You can also configure node hierarchy-ability to be parent or child (default is parent). In the Identification section, type a human readable name, for example Zen Cart Product, in the Name field. Then type a machine readable name of this content type, for example zc_product, in the Type field. Provide a description of this content type in the Description field. In the Submission Form section, provide a label for the title and body field, minimum number of words, and explanation or submission guidelines. Configure default options in the Workflow section. Finally, click the Save content type button. Create two content types—one for the Zen Cart category and another for the Zen Cart product. Add Category and Product in Drupal: You can create categories and products from Create Content section. In the list, click on Zen Cart Category. This will open Submit Zen Cart Category form. In this form, type the category name in Title field, type a description of this category in Body field. In the Node Hierarchy section, you can select a parent category. Check Category is Active to make this category visible. Configure other options like Menu settings, URL path settings, Publishing options, and so on and click the Submit button to create the category Similarly, you can create Zen Cart products by clicking on the Zen Cart Product content type. This will display the Submit Zen Cart Product form. Fill in the Submit Zen Cart Product form with appropriate information, such as product name, model, quantity in stock, tax class, base price, and so on. You can select its parent category in the Node Hierarchy section. Check the Create Menu option to make a menu item for this product. Configure other options like Menu settings, URL path settings, Publishing options, and so on and click the Submit button to create the product. Test Zen Cart Integration to and from Drupal: Now it is time to test whether the Drupal-Zen Cart integration is working or not. First, go to your Zen Cart shop, for example, http://localhost/zc. There you will find the categories and products you have added. Click on any of these, and you will be redirected to the respective Drupal node. Again, in the Drupal, click on a product link, type a quantity and click the Add to Cart button. That will redirect you to the Zen Cart shop's Your Shopping Cart Contents page. Similarly you can test single sign-on features by signing in to either Drupal or Zen Cart and trying to purchase items from these two shops. Gallery2 Gallery2 is a web-based software product that lets you manage photos on your own website. It creates a catalog of photos which visitors can view as thumbnails as well as in its original size. It has an intuitive interface to create and maintain albums. It can create thumbnails automatically and can be used for image resizing, rotation, ordering, captioning, searching, and some other functions. You can use Gallery2 to build a community site for sharing photos. You can create the community using Gallery2 and registered users can share their photographs by uploading their own photos. You need to integrate Gallery2 with Zen Cart if you want to sell photos from your photo gallery. Gallery2 has a great mechanism to integrate with Zen Cart. The Gallery2/Zen Cart integration module is available at the Gallery2 download site http://dakanji.com/g2stuff/zcg2-3_2_1a-full.zip. Using it, users can organize their photos and other multimedia files into Gallery2, and offer them for sale through Zen Cart. In integrating Gallery2 with Zen Cart, you have to configure Zen Cart first. Follow these steps for Zen Cart: Download the Gallery2/Zen Cart Integration module and extract it. Copy the zencart/includes folder into your Zen Cart installation directory. This directory contains some templates for Zen Cart. Copying these files will not overwrite any existing file. Login to your Zen Cart administration panel and create a new product category, such as Photographs. Photo items from Gallery2 will go to this category. Select Tools | Template Selection and choose one of the Gallery2 Integration templates provided. You can take a copy of the template folder (../includes/templates/pgxxx) and modify stylesheet.css. You can also modify these templates. Edit ../includes/languages/pgxxx/english.php if you want to change language strings or date formats. Replace ../includes/templates/pgxxx/images/logo.gif with your site's logo. Remember that for Gallery2/Zen Cart integration, both Zen Cart and Gallery2 data tables need to be in one database. In Gallery2, you need to make the following changes: Upload the module files in the gallery2/ directory to your Gallery2 installation's modules directory. In Gallery2 Site Administration, click on Plugins and find Zen Cart under the Commerce heading. Then click Install. After Installation, click Configure. Enter the entire server path to your Zen Cart installation, for example, /home/your_name/public_html/zencart/. Select the category you created in Zen Cart earlier (for example Photographs) from the drop-down menu. Click activate next to the Zen Cart listing on the module page. Refresh the page and click on the Zen Cart link under Admin Options to edit product details. Edit permissions for the individual items as you wish. The module will have assigned permissions to non-album items on activation. If you do not want to sell an item, you will need to disable that item in Zen Cart as the module adds all data items in your gallery to Zen Cart. You can add photograph items from Gallery2. Adding any item to the Gallery2 album will simply show that item in Zen Cart. You can add product options from Gallery2 by clicking on the Zen Cart link in your Gallery2 site administration menu. When you have installed the Gallery2/Zen Cart bridge, you will find a product type in Zen cart named Product-Gallery. All the items from Gallery2 need to be of this type. If you edit any item from Zen Cart and change the product type of any Gallery2 item, the link with the Gallery2 will be broken. Also, note that the Gallery2 bridge will co-exist with Zen Cart image handler and lightbox add-on for Zen Cart. These will handle product images for Zen Cart, whereas Gallery2 add-on only handles images added in Gallery2. You cannot assign the Main category in Zen Cart as the root product category for Gallery2. The category you are selecting in the Gallery2 bridge configuration must be a sub-category product. Once the configurations are done, you can see the photographs from Zen Cart. Visitors can also order photographs from Zen Cart. While you are in Gallery2, you can also place an order by clicking the add to cart link, which is redirected to Zen Cart. WordPress WordPress is an extremely powerful and widely used open-source blogging platform. It has a wide community of developers and users, and almost all kinds of plugins are available for it. Although there are some shopping cart plugins for WordPress, they are not full-blown shopping carts like Zen Cart or osCommerce. E-commerce plug-ins available for WordPress have limited features. Those who are running blogs using WordPress may want to integrate it with Zen Cart to provide e-commerce functionality to their blogs. In fact, there is a Zen Cart module for integrating these two. You can download that module from www.zen-cart.com. After downloading the plug-in WordPress on Zen Cart, you have to install it on the webserver. You can install the plug-in in two ways: first, in an environment where you have a working WordPress installation, and second, when you have not installed WordPress. WordPress and Zen Cart Installed in Separate Directories When you have an existing installation of WordPress, generally it will be in a separate directory from that of the Zen Cart installation. If your web document root directory is public_html, then the installation directories may be: /public_html/blog and /public_html/shop. Follow these procedures to install WordPress on Zen Cart plug-in: Step1: Install WordPress If you have not installed WordPress yet, then download the WordPress files from www.wordpress.org and unzip the files. Then, upload the files to your webserver's /public_html/blog directory. Now, change the permission of this directory to 777 and point your browser to http://yourdomain.com/blog/wp-admin/setup-config.php. The installation wizard for WordPress will be displayed. Follow the instructions on the wizard and give the necessary information. Once all of the information is given, WordPress will be installed. Step 2: Configure WordPress During installation, an administrative account will be created. Note the username and password for this account. Then, point your browser to http://yourdomain.com/blog/wp-admin/. The login page will be displayed. Type the username and password for the administrative account and click on the Login button. You will see the dashboard for administering WordPress. Go to Options | General. Now, change the Blog Address (URL) to Zen Cart's URL http://yourdomain.com/shop/. From the administration dashboard, go to Presentation | Themes and select WordPress Default 1.6. Step 3: Upload WordPress on Zen Cart When you unzip the WordPress on Zen Cart plug-in zip file, you will find that there is a directory called ZC_ROOT and WP_ROOT. Now, upload the contents of ZC_ROOT directory to Zen Cart's installation path on the server, that is, /public_html/shop/. Similarly, upload the contents of the WP_ROOT directory to WordPress' installation path, that is, /public_html/blog. Before uploading the contents of the ZC_ROOT directory, please change the name of the /ZC_ROOT/includes/templates/MY_TEMP/ directory to that of the template directory you are using for your Zen Cart shop Step 4: Edit WordPress File For older versions of WordPress, you may need to edit the /wp-include/template-loader.php file. Open the file in a text editor and replace all exit; with return;. However, you may not need this for the newer versions of WordPress. WordPress 2.3.1 can work without this modification. First, try without this modification. Step 5: Edit Zen Cart File You also need to edit another file in the Zen Cart installation. Open the /includes/extra_configures/wordpress-config.php file under the Zen Cart installation folder and find the following line: define ('ABSPATH','/var/www/vhost/example.com/public_html/blog/'); Type the appropriate WordPress path, that is, /home/username/public_html/blog/. The above line will look like this: define ('ABSPATH','/home/suhreed/public_html/blog/'); If you are trying it on Windows, you may need to put the absolute path, as in, e:/www/blog. Step 6: Configure Sideboxes from Layout Boxes Controller Once the file modifications have been done, login to the Zen Cart administration panel. Go to Tools | Layout Boxes Controller. The screen will notify you that some new sideboxes-wp_cats.php, wp_archives.php, wp_pages.php, wp_links.php, and wp_sidebar.php-have been found. To use these sidebars, click on the reset button at the bottom. To show these sideboxes on your Zen Cart shop, click on the sidebar and change its left/right column status.
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Packt
23 Oct 2009
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CUPS: How to Manage Multiple Printers

Packt
23 Oct 2009
7 min read
Configuring Printer Classes By default there are no printer classes set up. You will need to define them. The following are some of the criteria you can use to define printer classes: Printer Type: Printer type can be a PostScript or non-PostScript printer. Location: The location can describe the printer's place; for example the printer is placed on the third floor of the building. Department: Printer classes can also be defined on the basis of the department to which the printer belongs. The printer class might contain several printers that are used in a particular order. CUPS always checks for an available printer in the order in which printers were added to a class. Therefore, if you want a high-speed printer to be accessed first, you would add the high-speed printer to the class before you add a low-speed printer. This way, the high-speed printer can handle as many print requests as possible, and the low-speed printer would be reserved as a backup printer when the high-speed printer is in use. It is not compulsory to add printers in classes. There are a few important tasks that you need to do to manage and configure printer classes. Printer classes can themselves be members of other classes. So it is possible for you to define printer classes for high availability for printing. Once you configure the printer class, you can print to the printer class in the same way that you print to a single printer. Features and Advantages Here are some of the features and advantages of printer classes in CUPS: Even if a printer is a member of a class, it can still be accessed directly by users if you allow it. However, you can make individual printers reject jobs while groups accept them. As the system administrator, you have control over how printers in classes can be used. The replacement of printers within the class can easily be done. Let's understand this with the help of an example. You have a network consisting of seven computers running Linux, all having CUPS installed. You want to change printers assigned to the class. You can remove a printer and add a new one to the class in less than a minute. The entire configuration required is done as all other computers get their default printing routes updated in another 30 seconds. It takes less than one minute for the whole change—less time than a laser printer takes to warm up. A company is having the following type of printers with their policy as: A class for B/W laser printers that anybody can print on A class for draft color printers that anybody can print on, but with restrictions on volume A class for precision color printers that is unblocked only under the administrator's supervision CUPS provide the means for centralizing printers, and users will only have to look for a printer in a single place It provides the means for printing on another Ethernet segment without allowing normal Windows to broadcast traffic to get across and clutter up the network bandwidth It makes sure that the person printing from his desk on the second floor of the other building doesn't get stuck because the departmental printer on the ground floor of this building has run out of paper and his print job has got redirected to the standby printer All of these printers hang off Windows machines, and would be available directly for other computers running under Windows. However, we get the following advantages by providing them through CUPS on a central router: Implicit Class CUPS also supports the special type of printer class called as implicit class. These implicit classes work just like printer classes, but they are created automatically based on the available "printers and printer classes" on the network. CUPS identifies printers with identical configurations intelligently, and has the client machines send their print jobs to the first available printer. If one or more printers go down, the jobs are automatically redirected to the servers that are running, providing fail-safe printing. Managing Printer Classes Through Command-Line You can perform this task only by using the lpadmin -c command. Jobs sent to a printer class are forwarded to the first available printer in the printer class. Adding a Printer to a Class You can run the following command with the –p and -c options to add a printer to a class: $sudo lpadmin –p cupsprinter –c cupsclass The above example shows that the printer cupsprinter has been added to printer class cupsclass: You can verify whether the printers are in a printer class: $lpstat -c cupsclass Removing a Printer from a Class You need to run lpadmin command with –p and –r options to remove printer from a class. If all the printers from a class are removed, then that class can get deleted automatically. $sudo lpadmin –p cupsprinter –r cupsclass The above example shows that the printer cupsprinter has been removed from the printer class, cupsclass: Removing a Class To remove a class, you can run the lpadmin command with the –x option: $sudo lpadmin -x cupsclass The above command will remove cupsclass. Managing Printer Classes Through CUPS Web Interface Like printers, and groups of printers, printer classes can also be managed by the CUPS web interface. In the web interface, CUPS displays a tab called Classes, which has all the options to manage the printer classes. You can get this tab directly by visiting the following URL: http://localhost:631/classes If no classes are defined, then the screen will appear as follows which shows the search and sorting options: Adding a New Printer Class A printer class can be added using the Add Class option in the Administration tab. It is useful to have a helpful description in the Name field to identify your class. You can add the additional information regarding the printer class under the Description field that would be seen by users when they select this printer class for a job. The Location field can be used to help you group a set of printers logically and thus help you identify different classes. In the following figure, we are adding all black and white printers into one printer class. The Members box will be pre-populated with a list of all printers that have been added to CUPS. Select the appropriate printers for your class and it will be ready for use. Once your class is added, you can manage it using the Classes tab. Most of the options here are quite similar to the ones for managing individual printers, as CUPS treats each class as a single entity. In the Classes tab, we can see following options with each printer class: Stop Class Clicking on Stop Class changes the status of all the printers in that class to "stop". When a class is stopped, this option changes to Start Class. This changes the status of all of the printers to "idle". Now, they are once again ready to receive print jobs. Reject Jobs Clicking on Reject Jobs changes the status of all the printers in that class to "reject jobs". When a class is in this state, this option changes to Accept Jobs which changes the status of all of the printers to "accept jobs" so that they are once again ready to accept print jobs.    
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article-image-search-engines-coldfusion
Packt
23 Oct 2009
5 min read
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Search Engines in ColdFusion

Packt
23 Oct 2009
5 min read
Built-In Search Engine Verity comes in package with ColdFusion. One of the reasons why people pay for ColdFusion is the incredible power that comes with this tool. It should be noted that one of the most powerful standalone commercial search engines is this tool. Some of the biggest companies in the world have expanded internal services with the help of the Verity tool that we will learn about. We can see that in order to start, we must create collections. The building of search abilities is a three-step process. There is a standard ColdFusion tag to help us with each of these functions. Create collections Index the collections Search the collections These collections can contain information about web pages, binary documents, and can even work as a powerful way to search cached query result information. There are many document formats supported. In the real business world, the latest bleeding-edge solutions will still store a previous version. Archived and shared documents should be stored in appropriate formats and versions that can be searched. Creating a Collection The first thing is to make our collection. See the ColdFusion Administrator under Data & Services. Here, we will be able to add collections and edit existing collections. There is one default collection included in ColdFusion installations. This is the bookclub demonstration application data. We will be creating a collection of PDF documents for this lesson. We have placed a collection of ColdFusion, Flex, and some of the Fusion Authority Quarterly periodicals in a directory for indexing. Here is the information screen for adding the collection through the administrator. We choose to select the Enable Category Support option. Also, there are libraries available for multiple languages if that is appropriate in a collection. We now see that there is a new collection for our devdocs. There are four icons to work with this collection. They are, from right to left, index, optimize, purge, and remove actions. The Name link takes us to the index action. The collection gives us the number of actual documents present, and the size of the index file on the server. The screen will show the details of the index as to when it was last modified, and the language in which it is stored. It lists the categories, and also shows the actual path where the index is stored. Here is a code version of creating a collection that would achieve the same thing. This means that it is possible to create an entire administrative interface to manage collections. It is also possible to move from tags to objects, and wrap up all the functions in that style. <cfcollection action="create" collection="devdocs" path="c:ColdFusion8veritycollectionsdocuments" /> If we have categories in our collection, and we want to get a list of the categories, then the following code must be used: <cfcollection action="categoryList" collection="bookClub" name="myCats" /><cfdump var="#myCats#"> Indexing a Collection We can do this through the administration interface. But here, we will do it as shown in the the following screenshot. This is a limited directory that we have used as an example for searching. This is the result of the devdocs submitted above. This gave a result of 12 documents with a search collection of the size, 4,611 Kb. Now, we will look at how to do the same search using code and build the index outside the administrator interface. This will require the collection to be built before we try to index files into it. The creation of the collection can also be done inside the administration interface or in code. It should also be noted that ColdFusion includes a security called Sandbox Security. These three core tags for Verity searching among many others can be blocked if you find it better for your environment. Just consider what is actually getting indexed and what needs to be searched. Hopefully, documents will be secured correctly and it will not be an issue. When we are making an index, we have to make sure that we can either choose to use a recursive search or not. A recursive search means that all the subdirectories in a document or web page search will be included in our search. It should also be noted that the service will not work for indexing other websites. It is for indexing this server only. <cfindex name="myCats" action="refresh" collection="bookClub" recurse="true" type="path" extensions=".html .htm .cfm .cfml" key="c:inetpubwwwrootdocuments" urlpath="http://localhost/documents/" /> Your collection has been indexed. It is important to note that there is no output from this tag. So we need to put some text on the screen to make sure the person using the site can know that the task has been completed. If we want to index a single file rather than a whole directory path, we can do it with this code: <cfindex action="refresh" collection="bookClub" recurse="true" type="file" extensions=".pdf" key=" c:inetpubwwwrootdocumentsColdFusioncf8_devguide.pdf" urlpath="http://localhost/documents/ColdFusion" /> Your collection has been indexed.
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Packt
23 Oct 2009
5 min read
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Roles and Permissions in Moodle Administration-part2

Packt
23 Oct 2009
5 min read
Capabilities and Permissions So far, we have given users existing roles in different Moodle contexts. In the following few pages, we want to have a look at the inside of a role that is called capabilities and permissions. Once we have understood them, we will be able to modify existing roles and create entirely new custom ones. Role Definitions Existing roles are accessed via Users | Permissions | Define Roles in the Site Administration block. The screen that will be shown is similar to the familiar roles assignment screen, but has a very different purpose: When you click on a role name, its composition is shown. Each role contains a unique Name, a unique Short name (used when uploading users), and an optional Description. The Legacy role type has been introduced for backward compatibility, to allow old legacy code that has not been fully ported to work with the new system comprising new roles and capabilities. It is expected that this facility will disappear in the future (this might be for some time since a lot of core code depends on it), and should be ignored in due course unless you are working with legacy code or third-party add-ons. In addition to these four fields, each role consists of a large number of capabilities. Currently, Moodle's roles system contains approximately 200 capabilities. A capability is a description of a particular Moodle feature (for example) to grade assignments or to edit a Wiki page. Each capability represents a permissible Moodle action: Permission is a capability and its value, taken together. So each row of the table in the screen shot represents permission. The left column is the capability name and the radio buttons specify the value. So now permission has a description, a unique name, a value, and up to four associated risks. The description, for example, Approve course creation provides a short explanation of the capability. On clicking, the description or the online Moodle documentation is opened in a separate browser. The name, for instance moodle /site: approvecourse, follows a strict naming convention that identifies the capability in the overall role system: level/type: function. The level states to which part of Moodle the capability belongs (such as moodle, mod, block, gradereport, or enroll). The type is the class of the capability and the function identifies the actual functionality. The permission of each capability has to have one of the four values: Permission Description Not Set By default, all permissions for a new role are set to this value. The value in the context where it will be assigned will be inherited from the parent-context. To determine what this value is, Moodle searches upward through each context, until it 'finds' an explicit value (Allow, Prevent or Prohibit) for this capability, i.e. the search terminates when an explicit permission is found. For example, if a role is assigned to a user in a Course context, and a capability has a value of 'Not set,' then the actual permission will be whatever the user has at the category level, or, failing to find an explicit permission at the category level, at the site level. If no explicit permission is found, then the value in the current context becomes Prevent. Allow To grant permission for a capability choose Allow. It applies in the context in which the role will be assigned and all contexts which are below it (children, grand-children, etc). For example, when assigned in the course context, students will be able to start new discussions in all forums in that course, unless some forum contains an override or a new assignment with a Prevent or Prohibit value for this capability. Prevent To remove permission for a capability choose Prevent. If it has been granted in a higher context (no matter at what level), it will be overridden. The value can be overridden again in a lower context. Prohibit This is the same as Prevent, but the value cannot be overridden again in a lower context. The value is rarely needed, but useful when an admin wants to prohibit a user from certain functionality throughout the entire site, in which case the capability is set to Prohibit and then assigned in the site context.   Principally, permissions at lower contexts override permissions at higher contexts. The exception is "Prohibit", which by definition cannot be overridden at lower levels. Resolving Permission Conflicts There is a possibility of conflict if two users are assigned the same role in the same context, where one role allows a capability and the other prevents it. In this case, Moodle will look upwards in higher contexts for a decider. This does not apply to Guest accounts, where "Prevent" will be used by default. For example, a user has two roles in the Course context, one that allows functionality and one that prevents it. In this case, Moodle checks the Category and the System contexts respectively, looking for another defined permission. If none is found, then the permission is set to "Prevent". Permission Risks Additionally, Moodle displays the risks associated with each capability, that is, the risks that each capability can potentially raise. They can be any combination of the following four risk types: Risk Icon Description Configuration Users can change site configuration and behavior. XSS Users can add files and texts that allow cross-site scripting (potentially malicious scripts which are embedded in web pages and executed on the user's computer). Privacy Users can gain access to private information of other users. Spam Users can send spam to site users or others. Risks are only displayed. It is not possible to change these settings, since they only act as warnings. When you click on a risk icon, the "Risks" documentation page is opened in a separate browser window. Moodle's default roles have been designed with the following capability risks in mind:
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Packt
23 Oct 2009
7 min read
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Term Extraction Tasks in SQL Server Integration Services

Packt
23 Oct 2009
7 min read
The following text (SomeText.txt) file saved at a suitable location on the hard drive is used. This particular text is: Rose is RedChrysanthemum is yellowViolets are violetRose can be PinkHyacinth is whiteDesk jobs are the bestLily is also whiteThe girl is wearing a rose garlandThe boy is handsomePink rose is not redrose garland is made of rosesRoserose is not roseHe rose to powerThe desk is made of rose wood The reason for using the above text is to see how well the Term Extract transformation is able to distinguish words and phrases and find how often they are found in a body of text. The transformation works for text in English and is capable of distinguishing between nouns and other parts of speech. In the following steps we will create a Visual Studio 2005 Business Intelligence project and access some text stored on the hard drive, and apply this transformation and review the results. Creating a Business Intelligence Project In the Visual Studio 2005 IDE, File | New | Project opens the New Project window as shown, where you can highlight the Integration Services Project template in the Business Intelligence page and change its default name to something different. For this tutorial TermExtract has been used as the project name. Text to be accessed shown above is saved to a file, SomeText.txt in the C: drive. In order to access this from the Integration Services we need to create a Package with a data flow task. The source for this data is the SomeText.txt file on the C: drive. Change the name of the default package file name to something different, In this case MineText.dtsx. Click Yes on the Microsoft Visual Studio message box asking whether you want to rename the package. Add a Data Flow Task Drag and drop a Data Flow Task to the Control Flow page as shown in the next figure. The Data Flow Task will access the SomeText.txt using a connection manager, an intermediary between SQL Server Integration Services and the external system. Add a Flat File Source Click on the Data Flow Task page. Drag and drop a Flat File Source from the Data Flow Sources group in the Toolbox and drop it on the Data Flow Page which is open as shown. When the Flat File Source is dropped on the Data Flow Task page you may see this error in the error window as shown. This is nothing to worry about because a connection is not yet established. Add a Connection Manager to Manage Flat File Source Now right click in the Connection Manager's pane as shown to display the pick list of connection managers and choose New Flat File Connection... as shown. This immediately displays the Flat File Connection Manager's editor window as shown. You must provide a name of your choice to the Connection Manager, and a description of your choice. Then you need to use the Browse button to locate the SomeText.txt file on your hard drive. The next figure shows the editor after these choices are made. The rest of the fields such as Locale, Code page, etc were automatically chosen by the program. Now click on the Columns list item in the left of the Editor. The one column that gets populated with the data from the SomeText.txt gets displayed. The program has correctly configured the fields for this text. Click on the OK button on the Editor. This adds a Connection Manager, MyText to the Connection manager's pane in the SSIS designer. With this, the SomeText.txt is available for the other controls that you may add. Add a Term Extraction Transformation The column that was populated in the above will now pass through the Term Extraction Transformation added by dragging and dropping this from the Toolbox on to the Data Flow Page. Click the dangling green line and extend it to touch the Term Extraction Transformation. This is an easy way to establish a connection from the source to a transformation, a destination. Double click the Term Extraction Transformation to open its Editor as shown in the next figure. In the Term Extraction tabbed page you see a single column which is displayed unchecked. Place a check mark for this column as shown in the next figure. When the 'terms' are extracted, the output column will have a 'term' and a 'score' column. The term refers to a noun, a noun phrase, or a noun and a noun phrase. The score represents how many times each term is repeated in the body of the text. Pay attention to the message that says the column can have only values of a certain types and the disabled OK button. The data type of the data going into the Term Extract Transformation can be found by right clicking on the connecting green line and looking at the page that reveals the Meta data list item as shown in the next figure. This is of the data type DT_STR. To rectify this, there are two options, either use one more transformation, the data conversion transformation or use the Advanced Editor of the Flat File Source which can be displayed by right clicking the Flat File source component and choosing the Show Advanced Editor. This option was made to change Str[DT_STR] to Unicode str [DT_WSTR]. The DT_* shows the data type that are supported. The following information about these data types are shown extracted from the Books on line. DT_STR: A null-terminated ANSI/MBCS character string DT_NTEXT: A Unicode character string with a maximum length of 2^30-1 characters DT_WSTR: a null terminated Unicode character string Now when you place a check mark for the Column 0 in the Term Extract Transformation Editor, the OK gets enabled. Click on the Exclusion tab to reveal its page. This page when configured, allows you to exclude (skip) certain terms stored in an OLEDB database. The figure shows the details of editing this page. A Microsoft Access 2003 database called 'SkipTerms' was created and a new table 'SkipTable' was created in this database. It has two columns SkipID (autonumber, Primary Key) and SkipThis (text). A new OLEDB Connection was established along the same lines as the connection manager to the Flat File Source. Of course you need to choose an OLEDB Provider in making this connection. The 'SkipThis' column has just one entry, 'desk'. This noun is found twice in SomeText.txt. The word 'desk' will be skipped in the output column when the Column 0 is processed by this transformation. Click on the Advanced tab to open its page as shown. This is where you choose type of terms, nouns, noun phrases, or both noun and noun phrases. You also select the score which shows how many times (Frequency and Frequency Threshold) the terms appear in the text. As chosen here, the transformation will be looking for noun(s) that gets repeated twice. The case sensitive option can also be chosen but left blank in this exercise. The score type TFIDF is another type of scoring more appropriate for a document collection and not a single document like in this article. You may learn more details on this from this link.  
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article-image-troubleshooting-lotus-notesdomino-7-applications
Packt
23 Oct 2009
19 min read
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Troubleshooting Lotus Notes/Domino 7 applications

Packt
23 Oct 2009
19 min read
Introduction The major topics that we'll cover in this article are: Testing your application (in other words, uncovering problems before your users do it for you). Asking the right questions when users do discover problems. Using logging to help troubleshoot your problems. We'll also examine two important new Notes/Domino 7 features that can be critical for troubleshooting applications: Domino Domain Monitoring (DDM) Agent Profiler   For more troubleshooting issues visit: TroubleshootingWiki.org Testing your Application Testing an application before you roll it out to your users may sound like an obvious thing to do. However, during the life cycle of a project, testing is often not allocated adequate time or money. Proper testing should include the following: A meaningful amount of developer testing and bug fixing: This allows you to catch most errors, which saves time and frustration for your user community. User representative testing: A user representative, who is knowledgeable about the application and how users use it, can often provide more robust testing than the developer. This also provides early feedback on features. Pilot testing: In this phase, the product is assumed to be complete, and a pilot group uses it in production mode. This allows for limited stress testing as well as more thorough testing of the feature set. In addition to feature testing, you should test the performance of the application. This is the most frequently skipped type of testing, because some consider it too complex and difficult. In fact, it can be difficult to test user load, but in general, it's not difficult to test data load. So, as part of any significant project, it is a good practice to programmatically create the projected number of documents that will exist within the application, one or two years after it has been fully deployed, and have a scheduled agent trigger the appropriate number of edits-per-hour during the early phases of feature testing. Although this will not give a perfect picture of performance, it will certainly help ascertain whether and why the time to create a new document is unacceptable (for example, because the @Db formulas are taking too long, or because the scheduled agent that runs every 15 minutes takes too long due to slow document searches). Asking the Right Questions Suppose that you've rolled out your application and people are using it. Then the support desk starts getting calls about a certain problem. Maybe your boss is getting an earful at meetings about sluggish performance or is hearing gripes about error messages whenever users try to click a button to perform some action. In this section, we will discuss a methodology to help you troubleshoot a problem when you don't necessarily have all the information at your disposal. We will include some specific questions that can be asked verbatim for virtually any application. The first key to success in troubleshooting an application problem is to narrow down where and when it happens. Let's take these two very different problems suggested above (slow performance and error messages), and pose questions that might help unravel them: Does the problem occur when you take a specific action? If so, what is that action? Your users might say, "It's slow whenever I open the application", or "I get an error when I click this particular button in this particular form". Does the problem occur for everyone who does this, or just for certain people? If just certain people, what do they have in common? This is a great way to get your users to help you help them. Let them be a part of the solution, not just "messengers of doom". For example, you might ask questions such as, "Is it slow only for people in your building or your floor? Is it slow only for people accessing the application remotely? Is it slow only for people who have your particular access (for example, SalesRep)?" Does this problem occur all the time, at random times, or only at certain times? It's helpful to check whether or not the time of day or the day of week/month is relevant. So typical questions might be similar to the following: "Do you get this error every time you click the button or just sometimes? If just sometimes, does it give you the error during the middle of the day, but not if you click it at 7 AM when you first arrive? Do you only get the error on Mondays or some other day of the week? Do you only see the error if the document is in a certain status or has certain data in it? If it just happens for a particular document, please send me a link to that document so that I can inspect it carefully to see if there is invalid or unexpected data." Logging Ideally, your questions have narrowed down the type of problem it could be. So at this point, the more technical troubleshooting can start. You will likely need to gather concrete information to confirm or refine what you're hearing from the users. For example, you could put a bit of debugging code into the button that they're clicking so that it gives more informative errors, or sends you an email (or creates a log document) whenever it's clicked or whenever an error occurs. Collecting the following pieces of information might be enough to diagnose the problem very quickly: Time/date User name Document UNID (if the button is pushed in a document) Error Status or any other likely field that might affect your code By looking for common denominators (such as the status of the documents in question, or access or roles of the users), you will likely be able to further narrow down the possibilities of why the problem is happening. This doesn't solve your problem of course, but it helps in advancing you a long way towards that goal. A trickier problem to troubleshoot might be one we mentioned earlier: slow performance. Typically, after you've determined that there is some kind of performance delay, it's a good idea to first collect some server logging data. Set the following Notes.ini variables in the Server Configuration document in your Domino Directory, on the Notes.ini tab: Log_Update=1Log_AgentManager=1 These variables instruct the server to write output to the log.nsf database in the Miscellaneous Events view. Note that they may already be set in your environment. If not, they're fairly unobtrusive, and shouldn't trouble your administration group. Set them for a 24-hour period during a normal business week, and then examine the results to see if anything pops out as being suspicious. For view indexing, you should look for lines like these in the Miscellaneous Events (Log_Update=1): 07/01/2006 09:29:57 AM Updating views in appsSalesPipeline.nsf07/01/2006 09:30:17 AM Finished updating views in appsSalesPipeline.nsf07/01/2006 09:30:17 AM Updating views in appsTracking.nsf07/01/2006 09:30:17 AM Finished updating views in appsTracking.nsf07/01/2006 09:30:17 AM Updating views in appsZooSchedule.nsf07/01/2006 09:30:18 AM Finished updating views in appsZooSchedule.nsf And lines like these for Agent execution (Log_AgentManager=1): 06/30/2006 09:43:49 PM AMgr: Start executing agent 'UpdateTickets' in 'appsSalesPipeline.nsf ' by Executive '1'06/30/2006 09:43:52 PM AMgr: Start executing agent 'ZooUpdate' in 'appsZooSchedule.nsf ' by Executive '2'06/30/2006 09:44:44 PM AMgr: Start executing agent 'DirSynch' in 'appsTracking.nsf ' by Executive '1' Let's examine these lines to see whether or not there is anything we can glean from them. Starting with the Log_Update=1 setting, we see that it gives us the start and stop times for every database that gets indexed. We also see that the database file paths appear alphabetically. This means that, if we search for the text string updating views and pull out all these lines covering (for instance) an hour during a busy part of the day, and copy/paste these lines into a text editor so that they're all together, then we should see complete database indexing from A to Z on your server repeating every so often. In the log.nsf database, there may be many thousands of lines that have nothing to do with your investigation, so culling the important lines is imperative for you to be able to make any sense of what's going on in your environment. You will likely see dozens or even hundreds of databases referenced. If you have hundreds of active databases on your server, then culling all these lines might be impractical, even programmatically. Instead, you might focus on the largest group of databases. You will notice that the same databases are referenced every so often. This is the Update Cycle, or view indexing cycle. It's important to get a sense of how long this cycle takes, so make sure you don't miss any references to your group of databases. Imagine that SalesPipeline.nsf and Tracking.nsf were the two databases that you wanted to focus on. You might cull the lines out of the log that have updating views and which reference these two databases, and come up with something like the following: 07/01/2006 09:29:57 AM Updating views in appsSalesPipeline.nsf07/01/2006 09:30:17 AM Finished updating views in appsSalesPipeline.nsf07/01/2006 09:30:17 AM Updating views in appsTracking.nsf07/01/2006 09:30:20 AM Finished updating views in appsTracking.nsf07/01/2006 10:15:55 AM Updating views in appsSalesPipeline.nsf07/01/2006 10:16:33 AM Finished updating views in appsSalesPipeline.nsf07/01/2006 10:16:33 AM Updating views in appsTracking.nsf07/01/2006 10:16:43 AM Finished updating views in appsTracking.nsf07/01/2006 11:22:31 AM Updating views in appsSalesPipeline.nsf07/01/2006 11:23:33 AM Finished updating views in appsSalesPipeline.nsf07/01/2006 11:23:33 AM Updating views in appsTracking.nsf07/01/2006 11:23:44 AM Finished updating views in appsTracking.nsf This gives us some very important information: the Update task (view indexing) is taking approximately an hour to cycle through the databases on the server; that's too long. The Update task is supposed to run every 15 minutes, and ideally should only run for a few minutes each time it executes. If the cycle is an hour, then that means update is running full tilt for that hour, and as soon as it stops, it realizes that it's overdue and kicks off again. It's possible that if you examine each line in the log, you'll find that certain databases are taking the bulk of the time, in which case it might be worth examining the design of those databases. But it might be that every database seems to take a long time, which might be more indicative of a general server slowdown. In any case, we haven't solved the problem; but at least we know that the problem is probably server-wide. More complex applications, and newer applications, tend to reflect server‑performance problems more readily, but that doesn't necessarily mean they carry more responsibility for the problem. In a sense, they are the "canary in the coal mine". If you suspect the problem is confined to one database (or a few), then you can increase the logging detail by setting Log_Update=2. This will give you the start time for every view in every database that the Update task indexes. If you see particular views taking a long time, then you can examine the design of those views. If no database(s) stand out, then you might want to see if the constant indexing occurs around the clock or just during business hours. If it's around the clock, then this might point to some large quantities of data that are changing in your databases. For example, you may be programmatically synchronizing many gigabytes of data throughout the day, not realizing the cost this brings in terms of indexing. If slow indexing only occurs during business hours, then perhaps the user/data load has not been planned out well for this server. As the community of users ramps up in the morning, the server starts falling behind and never catches up until evening. There are server statistics that can help you determine whether or not this is the case. (These server statistics go beyond the scope of this book, but you can begin your investigation by searching on the various Notes/Domino forums for "server AND performance AND statistics".) As may be obvious at this point, troubleshooting can be quite time-consuming. The key is to make sure that you think through each step so that it either eliminates something important, or gives you a forward path. Otherwise, you can find yourself still gathering information weeks and months later, with users and management feeling very frustrated. Before moving on from this section, let's take a quick look at agent logging. Agent Manager can run multiple agents in different databases, as determined by settings in your server document. Typically, production servers only allow two or three concurrent agents to run during business hours, and these are marked in the log as Executive '1', Executive '2', and so on. If your server is often busy with agent execution, then you can track Executive '1' and see how many different agents it runs, and for how long. If there are big gaps between when one agent starts and when the next one does (for Executive '1'), this might raise suspicion that the first agent took that whole time to execute. To verify this, turn up the logging by setting the Notes.ini variable debug_amgr=*. (This will output a fair amount of information into your log, so it's best not to leave it on for too long, but normally one day is not a problem.) Doing this will give you a very important piece of information: the number of "ticks" it took for the agent to run. One second equals 100 ticks, so if the agent takes 246,379 ticks, this equals 2,463 seconds (about 41 minutes). As a general rule, you want scheduled agents to run in seconds, not minutes; so any agent that is taking this long will require some examination. In the next section, we will talk about some other ways you can identify problematic agents. Domino Domain Monitoring (DDM) Every once in a while, a killer feature is introduced—a feature so good, so important, so helpful, that after using it, we just shake our heads and wonder how we ever managed without it for so long. Domino Domain Monitor (DDM) is just such a feature. DDM is too large to be completely covered in this one section, so we will confine our overview to what it can do in terms of troubleshooting applications. For a more thorough explanation of DDM and all its features, see the book, Upgrading to Lotus Notes and Domino (www.packtpub.com/upgrading_lotus/book). In the events4.nsf database, you will find a new group of documents you can create for tracking agent or application performance. On Domino 7 servers, a new database is created automatically with the filename ddm.nsf. This stores the DDM output you will examine. For application troubleshooting, some of the most helpful areas to track using DDM are the following: Full-text index needs to be built. If you have agents that are creating a full‑text index on the fly because the database has no full‑text index built, DDM can track that potential problem for you. Especially useful is the fact that DDM compiles the frequency per database, so (for instance) you can see if it happens once per month or once per hour. Creating full‑text indexes on the fly can result in a significant demand on server resources, so having this notification is very useful. We discuss an example of this later in this section. Agent security warnings. You can manually examine the log to try to find errors about agents not being able to execute due to insufficient access. However, DDM will do this for you, making it much easier to find (and therefore fix) such problems. Resource utilization. You can track memory, CPU, and time utilization of your agents as run by Agent Manager or by the HTTP task. This means that at any time you can open the ddm.nsf database and spot the worst offenders in these categories, over your entire server/domain. We will discuss an example of CPU usage later in this section. The following illustration shows the new set of DDM views in the events4.nsf (Monitoring configuration) database: The following screenshot displays the By Probe Server view after we've made a few document edits: Notice that there are many probes included out-of-the-box (identified by the property "author = Lotus Notes Template Development") but set to disabled. In this view, there are three that have been enabled (ones with checkmarks) and were created by one of the authors of this book. If you edit the probe document highlighted above, Default Application Code/Agents Evaluated By CPU Usage (Agent Manager), the document consists of three sections. The first section is where you choose the type of probe (in this case Application Code) and the subtype (in this case Agents Evaluated By CPU Usage). The second section allows you to choose the servers to run against, and whether you want this probe to run against agents/code executed by Agent Manager or by the HTTP task (as shown in the following screenshot). This is an important distinction. For one thing, they are different tasks, and therefore one can hit a limit while the other still has room to "breathe". But perhaps more significantly, if you choose a subtype of Agents Evaluated By Memory Usage, then the algorithms used to evaluate whether or not an agent is using too much memory are very different. Agents run by the HTTP task will be judged much more harshly than those run by the Agent Manager task. This is because with the HTTP task, it is possible to run the same agent with up to hundreds of thousands of concurrent executions. But with Agent Manager, you are effectively limited to ten concurrent instances, and none within the same database. The third section allows you to set your threshold for when DDM should report the activity: You can select up to four levels of warning: Fatal, Failure, Warning (High), and Warning (Low). Note that you do not have the ability to change the severity labels (which appear as icons in the view). Unless you change the database design of ddm.nsf, the icons displayed in the view and documents are non-configurable. Experiment with these settings until you find the approach that is most useful for your corporation. Typically, customers start by overwhelming themselves with information, and then fine-tuning the probes so that much less information is reported. In this example, only two statuses are enabled: one for six seconds, with a label of Warning (High), and one for 60 seconds, with a label of Failure. Here is a screenshot of the DDM database: Notice that there are two Application Code results, one with a status of Failure (because that agent ran for more than 60 seconds), and one with a status of Warning (High) (because that agent ran for more than six seconds but less than 60 seconds). These are the parameters set in the Probe document shown previously, which can easily be changed by editing that Probe document. If you want these labels to be different, you must enable different rows in the Probe document. If you open one of these documents, there are three sections. The top section gives header information about this event, such as the server name, the database and agent name, and so on. The second section includes the following table, with a tab for the most recent infraction and a tab for previous infractions. This allows you to see how often the problem is occurring, and with what severity. The third section provides some possible solutions, and (if applicable) automation. For example, in our example, you might want to "profile" your agent. (We will profile one of our agents in the final section of this article.) DDM can capture full-text operations against a database that is not full‑text indexed. It tracks the number of times this happens, so you can decide whether to full‑text index the database, change the agent, or neither. For a more complete list of the errors and problems that DDM can help resolve, check the Domino 7 online help or the product documentation (www.lotus.com). Agent Profiler If any of the troubleshooting tips or techniques we've discussed in this article causes you to look at an agent and think, "I wonder what makes this agent so slow", then the Agent Profiler should be the next tool to consider. Agent Profiler is another new feature introduced in Notes/Domino 7. It gives you a breakdown of many methods/properties in your LotusScript agent, telling you how often each one was executed and how long they took to execute. In Notes/Domino 7, the second (security) tab of Agent properties now includes a checkbox labeled Profile this agent. You can select this option if you want an agent to be profiled. The next time the agent runs, a profile document in the database is created and filled with the information from that execution. This document is then updated every time the agent runs. You can view these results from the Agent View by highlighting your agent and selecting Agent | View Profile Results. The following is a profile for an agent that performed slow mail searches: Although this doesn't completely measure (and certainly does not completely troubleshoot) your agents, it is an important step forward in troubleshooting code. Imagine the alternative: dozens of print statements, and then hours of collating results! Summary In closing, we hope that this article has opened your eyes to new possibilities in troubleshooting, both in terms of techniques and new Notes/Domino 7 features. Every environment has applications that users wish ran faster, but with a bit of care, you can troubleshoot your performance problems and find resolutions. After you have your servers running Notes/Domino 7, you can use DDM and Agent Profiler (both exceptionally easy to use) to help nail down poorly performing code in your applications. These tools really open a window on what had previously been a room full of mysterious behavior. Full-text indexing on the fly, code that uses too much memory, and long running agents are all quickly identified by Domino Domain Monitoring (DDM). Try it!
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Packt
23 Oct 2009
9 min read
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Designing and Creating Database Tables in Ruby on Rails

Packt
23 Oct 2009
9 min read
Background Information The User Management Module is created for a website called 'TaleWiki'. TaleWiki is a website about user submitted tales and stories, which can be added, modified, deleted, and published by the user, depending on the Role or Privileges the user has. Taking into consideration this small piece of information, we will design and create tables that will become the back-end for the User Management functionality. Designing the Tables To Design and to create tables, we need to understand the entities and their relationship, the schema corresponding to the entities, and then the table creation queries. If we go step-by-step, we can say that following are the steps in designing the tables for the User Management module: Designing the E-R model Deriving the Schema from the E-R model Creating the Tables from the Schema So, let us follow the steps. Designing the E-R Model To design the E-R model, let us first look at what we have understood about the data required by the functionalities, which we just discussed. It tells us that 'only the Users with a particular Role can access TaleWiki'. Now we can consider this as our 'problem statement' for our E-R model design. If you observe closely, the statement is vague. It doesn't tell about the particular Roles. However, for the E-R design, this will suffice as it clearly mentions the two main entities, if we use the E-R terminology. They are: User Role Let us look at the User entity. Now this entity represents a real-world user. It is not difficult to describe its attributes. Keeping a real-world user in mind and the functionalities discussed for managing a user, we can say that the User entity should have the following attributes: Id: It will identify the different users, and it will be unique. User name: The name which will be displayed with the submitted story. Password: The pass key with which the user will be authenticated. First name: The first name of the user. Last name: The last name of the user. The combination of the first and last name will be the real name of the user. Age: The age of the user. This will help in deciding whether or not the user is of required age which is 15. E-mail id: The email id of the user in which he/she would like to get emails from the administrator regarding the submissions. Country: To keep track of the 'geographic distribution' of users. Role: To know what privileges are granted for the user. The Role is required because the problem statement mentions "User with a particular Role". The entity diagram will be as follows: Next, let us look at the Role entity. Role, as already discussed, will represent the privileges a user can have. And as these privileges are static, the Role entity won't need to have the attribute to store the privileges. The important point about the static privileges that you have to keep in mind is that they will have to be programmatically checked against a user. In other words, the privileges are not present in the database and there can only be a small number of Roles with predefined privileges. Keeping this in mind, we can say that the Role entity will have the following attributes: Id: The unique identification number for the Role. Name: The name with which the id will be known and that will be displayed along with the user name. The entity diagram for Role entity will be as follows: We have completed two out of three steps in designing the E-R model. Next, we have to define how the User entity is related with the Role entity. From the problem statement we can say that a user will definitely have a Role. And the functionality for assigning the Role tells us that a user can have only one Role. So if we combine these two, we can say that 'A user will have only one Role but different users can have the same Role'. In simple terms, a Role—let us say normal user—can be applied to different users such as John, or Jane. However, the users John or Jane cannot be both normal user as well as administrator. In technical terms, we can say that a Role has a one-to-many relationship with the User entity and a User has a many-to-one relationship with a Role. Diagrammatically, it will be as follows: One piece of the puzzle is still left. If you remember there is one more entity called Story. We had found that each story had a submitter. The submitter is a user. So that means there is a relationship between the User and the Story entity. Now, a user, let us say, John or Jane, can submit many stories. However, the same story cannot be submitted by more than one user. On the basis of this we can say that a User has a many-to-one relationship with a Story and a Story has a many-to-one relationship with a User. According to the E-R diagram it will be as follows: The final E-R design including all the entities and the attributes will be as follows: That completes our E-R design step. Next, we will derive the schema from theE-R model. Deriving the Schema We have all we need to derive the schema for our purpose. While deriving a schema from an E-R model, it is always a good choice to start with the entities at the 'one' end of a 'one-to-many' relationship. In our case, it is the Role entity. As we did in the previous chapter, let us start by providing the details for each attribute of the Role entity. The following is the schema for the Role entity: Attribute Data type of the attribute Length of the acceptable value Id Integer 10 Name Varchar 25 >Next, let us look at the schema of the User entity. As it is at the 'many' end of the 'one-to-many' relationship, the Role attribute will be replaced by the Id of Role. The schema will be as follows: Attribute Data type of the attribute Length of the acceptable value Id Integer 10 User name Varchar 50 First name Varchar 50 Last name Varchar 50 Password Varchar 15 Age Integer 3 e-mail id Varchar 25 Country Varchar 20 Id of the Role Integer 10 Now, let us visit the Story entity. The attributes of the entity were: Id: This is the Primary key attribute as it can uniquely identify a story. Heading: The title of the story. Body text: The body of the story. Date of Submission: The day the user submitted the story. Source: The source from where the story was found. If it is written by the user himself/herself, the source will be the user's id. Genre: The category of the story. User: The user who submitted the story. Name of the attribute Data type of the attribute Length of the acceptable value Id Integer 10 Title Varchar 100 Body Text Varchar 1000 Date of Submission Date   Source Varchar 50 Status Varchar 15 Id of Genre Integer 10 Id of the User Integer 10 The schema has been derived and now we can move to the last part of the database design—creation of the tables. Creating the Tables Looking at the schema  required for tables in Ruby on Rails, here is the table creation statement for the Role schema: CREATE TABLE `roles` (`id` INT NOT NULL AUTO_INCREMENT PRIMARY KEY ,`name` VARCHAR( 25 ) NOT NULL ,`description` VARCHAR( 100 ) NOT NULL) ENGINE = innodb; Next comes the table creation statement for the User schema. Note that here also we are following the one-to-many path, that is, the table at the 'one' end is created first. Whenever there is a one-to-many relationship between entities, you will have to create the table for the entity at the 'one' end. Otherwise you will not be able to create a foreign key reference in the table for the entity at the 'many' end, and if you try to create one, you will get an error (obviously). So here is the create table statement for the User schema: CREATE TABLE `users` (`id` INT NOT NULL AUTO_INCREMENT PRIMARY KEY ,`user_name` VARCHAR( 50 ) NOT NULL ,`password` VARCHAR( 15 ) NOT NULL ,`first_name` VARCHAR( 50 ) NOT NULL ,`last_name` VARCHAR( 50 ) NOT NULL ,`age` INT( 3 ) NOT NULL ,`email` VARCHAR( 25 ) NOT NULL ,`country` VARCHAR( 20 ) NOT NULL ,`role_id` INT NOT NULL,CONSTRAINT `fk_users_roles` FOREIGN KEY (`role_id`) REFERENCES `role`( `id`) ON DELETE CASCADE) ENGINE = innodb; Next, let us create the table for Story, we will call it the 'tales' table, we will also add a foreign key reference to the users table in it. Here is the query for creating the table CREATE TABLE `tales` (`id` INT NOT NULL AUTO_INCREMENT PRIMARY KEY,`title` VARCHAR( 100 ) NOT NULL,`body_text` TEXT NOT NULL,`submission_date` DATE NOT NULL,`source` VARCHAR( 50 ) NOT NULL,`status` VARCHAR( 15 ) NOT NULL,`genre_id` INT NOT NULL,`user_id` INT NOT NULL,CONSTRAINT `fk_tales_genres` FOREIGN KEY (`genre_id`) REFERENCES genres( `id`)) ENGINE = innodb; Next, we will make a reference to the users table after executing the above query, with the following query: ALTER TABLE `tales` ADD FOREIGN KEY ( `user_id` ) REFERENCES `users` (`id`) ON DELETE CASCADE ; That completes our task of creating the required tables and making necessary changes to the tales table. The effect of this change will be visible to you when we implement session management in the next chapter. And incidentally, it completes the 'designing the tables' section. Let us move onto the development of the user management functionality. Summary In this article, we learned how to design and create tables for a User Management Module in Ruby on Rails. We looked at designing the E-R model, deriving the schema from the E-R model and creating the tables from the schema.
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Packt
23 Oct 2009
8 min read
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Planning Extensions in TYPO3

Packt
23 Oct 2009
8 min read
Why is Planning Important? Most open source developers see planning as a boring task. Why plan if one can just go and code? The answer is as simple as the question: The "Go and code" approach does not let us create truly optimal code. Portions of code have to be changed while other portions are written. They often lead to redundant code or uninitialized variables, partially covered conditions, and wrong return results. Code gets a "do not touch" reputation because changing anything renders the whole project unstable. Often the code works, but the project is more a failure than a success because it cannot be extended or re-used. Another reason for planning is the ease of bug fixing and the costs associated with it. Open source developers often do not think about it until they start selling their services or work to commercial companies. As shown by recent studies, the cost of problem fixing grows rapidly toward the end of the project. The cost is minimal when development has not started yet, and the person in charge just collects requirements. When requirements are collected and a programmer (or a team of programmers) starts to think how to implement these requirements, a change of requirements, or fixing a problem in the requirements still does not cost much. But it may already be difficult for developers if they came to a certain implementation approach after reviewing requirements. Things become worse at the development stage. Imagine that the selected approach was wrong and it was uncovered close to the end of development. Lots of time is lost, and work may have to start from the beginning. Now imagine what happens if the project is released to the customer and the customer says that the outcome of the project does not work as expected (something was implemented differently (as compared to expectations), or something was not implemented at all). The cost of fixing is likely to be high and overshoot the budget. Next, imagine what would happen if problems occurred when a project went live. After reading the previous paragraph, some developers may ask how the situation applies to non-commercial development, as there is a false perception that there are no costs associated with it (at least, no direct costs). But, the costs exist! And often they are much more sensitive than financial costs. The cost in non-commercial development is reputation. If a developer's product does not work well or does not work at all or it has obvious flaws, the general opinion about the developer may become bad ("cannot trust his code"). Developers will also have troubles improving because often they do not understand what has gone wrong. But the answer is near. Do not rush! Plan it well! You may even think of something about the future code, and then start coding only when the picture is clear. Planning is an important part of software development. While freelancers can usually divide their time freely between planning and implementation, many corporate developers often do not have such freedom. And even worse, many managers still do not see planning as a necessary step in software development. This situation is well explained in The parable of the two programmers, which readers of this book are encouraged to read in full. When it comes to TYPO3, planning is more important than an average application. TYPO3 is very complex, and its implementation is also complex. Without planning, programmers will most likely have to change their already written code to fix unforeseen problems therefore, good planning for TYPO3 extensions is extremely important. But let us move on and see how to plan an extension. How to Plan There are several stages in planning. Typically, each stage answers one or more important questions about development. TYPO3 developers should think about at least three stages: Gathering requirements Implementation planning Documentation planning Of course, each project is unique and has other stages. But these three stages generally exist in every project. Gathering Requirements The first thing that a developer needs to know is what his/her extension will do. While it sounds pretty obvious, not many extension authors know exactly what functionality the extension has in the end. It evolves over time, and often the initial idea is completely different from the final implementation. Predictably, neither the original nor the final is done well. In the other case, when extension features are collected, though planned and implemented according to plan, they usually fit well together. So, the very first thing to do when creating an extension is to find out what that extension should do. This is called gathering requirements. For non-commercial extensions, gathering requirements simply means writing down what each extension should do. For example, for a news extension, it may be: Show list of news sorted by date Show list of latest news Show news archive Show only a small amount of text in news list view As we have seen, gathering requirements looks easier than it actually is. The process, however, may become more complex when an extension is developed for an external customer. Alan Cooper, in his famous About Face book, shows how users, architects, and developers see the same product. From the user's perspective, it looks like a perfect circle. An architect sees something closer to an octagon. A developer creates something that looks like a polygon with many segments connected at different degrees. These differences always exist and each participating party is interested in minimizing them. A developer must not be afraid of asking questions. The cleaner picture he/she has, the better he/she will understand the customer's requirements. Implementation Planning When the requirements are gathered, it is necessary to think which blocks an extension will have. It may be blocks responsible for data fetching, presentation, conversion, and so on. In the case of TYPO3 extension implementation, planning should result in a list of Frontend (FE) plugins, Backend (BE) modules, and standalone classes. The purpose of each plug-in, module, and/or class must be clear. When thinking of FE plugins, caching issues must be taken into account. While most of the output can be cached to improve TYPO3 performance, forms processing should not be cached. Some extensions completely prevent caching of the page when processing forms. But there is a better approach, a separate FE plug-in from the non-cached output. BE modules must take into account the ease of use. Standard BE navigation is not very flexible, and this must be taken into account when planning BE modules. Certain functionalities can be moved to separate classes. This includes common functions and any public APIs that an extension provides to the other extensions. Hooks or "user functions" are usually placed in separate classes depending on the functional zone or hooked class. Documentation Planning A good extension always comes with documentation. Documentation should also be planned. Typically, manuals for extensions are created using standard templates, which have standard sections defined. While this simplifies documentation writing for extension developers, they still have to plan what they will put into these sections. TYPO3-Specific Planning There are several planning issues specific to TYPO3. Developers must take care of them before the actual development. Extension Keys Each extension must have a unique key. Extension keys can be alphanumeric and contain underscore characters. It may not start with a digit, the letter u, or the test_ prefix. However, not every combination of these symbols makes a good extension key. An extension key must be descriptive but not too long. Having personal or company prefixes is not forbidden but is not recommended. Underscores should be avoided. Abbreviations should be avoided as well, because they often do not make sense for other users. Examples of good extension keys are: news comments usertracker loginbox Examples of bad extension keys are: news_extension mycorp_ustr myverygoodextensionthatdoesalotofthings mvgetdalot john_ext div2007 Database Structure Most TYPO3 extensions use a database to load and/or store their own data. Changing the data structure during application development may seriously slow down development, or may even cause damage to data if some data is already entered into the system. Therefore, it is extremely important to think about an extension's data structure well in advance. Such thinking requires knowledge about how TYPO3 database tables are organized. Tables in TYPO3 database must have certain structures to be properly managed by TYPO3. If a table does not fulfill TYPO3 requirements, users may see error messages in the BE (especially in the Web | List module), and data may become corrupted. Every record in every TYPO3 table belongs to a certain page inside TYPO3. TYPO3 has a way to identify which page the record belongs to.
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23 Oct 2009
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Customizing the Default Theme in Drupal

Packt
23 Oct 2009
3 min read
Let's look at the default theme (garland) and customize it. We can customize the following features: Color scheme, either based on a color set, or by changing the individual colors If certain elements, such as the logo, are displayed The logo The favicon Back in the Themes section of the Administer area, there is a configure link next to each theme; if we click this we are taken to the theme's configuration page. Although Doug ideally wants a new theme that is unique to his website, he also wants to have a look at a few different options for the default theme. In particular, he wants to add his company's logo to the website and try a number of red color schemes as those are his corporate colors. Color Scheme The color scheme settings are quite intuitive and easy to change. We can either: Select a color set Change each color by entering the hexadecimal color codes (the # followed by 6 characters) Select the colors from the color wheel To change a color using the color wheel, we need to click on the color type (base color, link color, etc.) to select it and then chose the general color from the wheel and the shade of the color from the square within. When we change the colors or color set, the preview window below the settings automatically updates to reflect the color change. The following color sets are available: Blue Lagoon (the default set) Ash Aquamarine Belgian Chocolate Bluemarine Citrus Blast Cold Day Greenbeam Meditarrano Mercury Nocturnal Olivia Pink Plastic Shiny Tomato Teal Top Custom Quite a number of these are red-based color schemes, let's look into them, they are: Belgian Chocolate Meditarrano Shiny Tomato Belgian Chocolate Color Set The Belgian Chocolate color set uses a dark red header with a gradient starting with black flowing into a dark red color. The page's background is a cream color and the main content area has a white background as illustrated by the picture below: Mediterrano Color Set The Mediterrano color set uses a lighter red color where the gradient in the header starts with a light orange color which then flows into a light red color. Similar to the Belgian Chocolate color scheme the background is cream in color with a white background for the content area. Shiny Tomato Color Set The Shiny Tomato color set has a gradient header that starts with deep red and flows into a bright red color. The page's background is light grey with white background for the main content area, reflecting a professional image. The Shiny Tomato color set uses a red scheme which is in Doug's logo and he feels this set is the most professional of the three and wants us to use that.  
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23 Oct 2009
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Lotus Notes 8 — Productivity Tools

Packt
23 Oct 2009
3 min read
IBM Lotus Documents      IBM Lotus Presentations      IBM Lotus Spreadsheets These productivity tools are also referred to as document editors, since you use them to create and edit documents in various formats (word processing, presentations, and spreadsheets respectively). Productivity Tools Integration with Notes 8 The Eclipse architecture of the Notes 8 client supports the integration of other applications. One key example of this is the integration of the productivity tools. The preferences for the tools are in the Preferences interface. When opening the preference options for the productivity tools, you will see the following: This setting will load a file called soffice.exe. This file corresponds to a stub that remains resident so that the tools will launch more quickly. If you do not want this to occur, choose the setting not to pre-load the productivity tools. The productivity tools are independent of the Domino 8 server. This means that the tools will function without a Lotus Domino 8 server. They can even be launched when the Notes client is not running. To do this, either double-click on the icon on your desktop, or select the program from the Start menu. Productivity Tools and Domino Policies A Domino administrator can control the productivity tools through a Productivity Tools policy setting. This gives the administrator the ability to control who can use the tools (and also control whether or not macros are permitted to run). It will also control what document types will be opened by the productivity tools. IBM Lotus Documents The IBM Lotus Documents productivity tool is a document editor that allows you to create documents containing graphics, charts, and tables. You can save your documents in multiple formats. IBM Lotus Documents has a spell checker, which provides for instant corrections, and many other tools that can be used to enhance documents. No matter what the complexity of the documents that you are creating or editing, this productivity tool can handle the job. IBM Lotus Presentations The IBM Lotus Presentations tool will allow you to create professional presentations featuring multimedia, charts, and graphics. The presentations tool comes with templates that you can use to create your slide shows. If you wish, you can create and save your own templates as well. The templates that you create should be saved to the following directory: Notesframeworksharedeclipsepluginscom. ibm.productivity.tools.template.en_3.0.0.20070428-1644layout. (You can save a template in a different directory, but you'll need to navigate to it when creating a new presentation from that template.) Not only can you apply dynamic effects to the presentations, but you can also publish them in a variety of formats. IBM Lotus Spreadsheets As its name indicates, IBM Lotus Spreadsheets is a tool used to create spreadsheets. You can use this tool to calculate, display, and analyze your data. As with other spreadsheet applications, the tool allows you to use functions to create formulas that perform advanced calculations with your data. One feature gives you the ability to change one factor in a calculation with many factors so that the user can see how it effects the calculation. This is useful when exploring multiple scenarios. IBM Lotus Spreadsheets also has a dynamic function that will automatically update charts when the data changes. Summary In this article, we have reviewed the productivity tools provided with the Notes 8 client. These tools include IBM Lotus Documents, IBM Lotus Presentations, and IBM Lotus Spreadsheets. We have briefly examined how these tools are integrated with Notes 8, and how they are controlled by Domino policy documents.
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23 Oct 2009
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Microsoft SQL Server 2008 - Installation Made Easy

Packt
23 Oct 2009
3 min read
(For more resources on Microsoft, see here.) Initial State of Computer Assuming you are working with the Windows XP OS, it will be advisable to create a restore point to which you can fall back should you fail to install and something goes wrong. You can set up a fall back position by going to Start | All Programs | Accessories | System Tools | System Restore. This allows you to comeback where you were before starting the install. The other thing that you should lookup is the suite of Microsoft software you already have on your computer that may interfere with the product you are installing. This can be reviewed following Start | Control Panel | Add and Remove Programs. SQL 2008 server requires IE 6.0 or higher version. It may be helpful to install this before embarking on installing the SQL 2008 Server. For the purpose of this article IE 7.0 was installed. It has appeared in some forum topics that SQL 2008 can exist side-by-side with SQL 2005 server. However in the present case SQL 2005 was completely removed. Sometimes even this removal is not quite an easy process if something is broken in the original install and requires you to reinstall and then uninstall. In the case of SQL Server 2008, there was an earlier version, "Katmai", installed but never used due to its inability to connect to the SQL Server Management Studio (Well, unless you remove the SQL 2005 client you cannot install SQL 2008 Client), a fact which came to light much later. 'Katmai' components were completely removed which required reinstalling the 'Katmai' followed by its complete removal. When you download the SQL 2008 and run the executable, it creates the folder, servers, containing a number of subfolders and files (dynamic link library files etc) that are used during the installation. Help can be accessed from servershelp1033s10ch_setup, an HTML file which provides a wealth of information regarding all aspects of installation including migration from an earlier version. From servesdefault.htm you can begin the installation which provides the required support using Prepare | Install | Other information navigational aid. After removing all the suggested components during this installation, the remaining Microsoft SQL Server related components on the computer are as shown in the Add and Remove Programs window in the next figure. The very first screen you will see when you click on the serverssetup.exe file is the SQL Server 2008 Setup where you need to agree with the licensing terms before proceeding. When you click on the Next button which displays the Installation Pre-requisites screen, you will be shown the pending items needed before you install SQL 2008 server. Click on the Install button after highlighting the pending item regarding setup support files in the right screen. SQL Server Installation Center This will take you to the SQL Server Installation Center screen as shown. It has a number of useful hyperlinks that you can come back to by repeating the above steps. Click on New Installation link. This Starts Install SQL Server 2008 Wizard for System Configuration Check. After a while when the checking is completed the following screen will be displayed. This timeall items have the status marked 'Passed'. In a previous attempt when the 'Katmai' items were still uninstalled,the Previous CTP Install Check did not succeed and it was corrected only after completely removing those items. Clicking on Next button takes you to screen where you need to select the features that you want to have installed as shown. The display shows Features Selection window after all items have been checked.
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23 Oct 2009
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Class-less Objects in JavaScript

Packt
23 Oct 2009
7 min read
JavaScript Objects When you think about a JavaScript object, think a hash. That's all there is to objects - they are just collections of name-value pairs, where the values can be anything including other objects and functions. When an object's property is a function, you can also call it a method. This is an empty object: var myobj = {}; Now you can start adding some meaningful functionality to this object: myobj.name = "My precious";myobj.getName = function() {return this.name}; Note a few things here: this inside a method refers to the current object, as expected you can add/tweak/remove properties at any time, not only during creation Another way to create an object and add properties/methods to it at the same time, is like this: var another = { name: 'My other precious', getName: function() { return this.name; }}; This syntax is the so-called object literal notation - you wrap everything in curly braces { and } and separate the properties inside the object with a comma. Key:value pairs are separated by colons. This syntax is not the only way to create objects though. Constructor Functions Another way to create a JavaScript object is by using a constructor function. Here's an example of a constructor function: function ShinyObject(name) { this.name = name; this.getName = function() { return this.name; }} Now creating an object is much more Java-like: var my = new ShinyObject('ring');var myname = my.getName(); // "ring" There is no difference in the syntax for creating a constructor function as opposed to any other function, the difference is in the usage. If you invoke a function with new, it creates and returns an object and, via this, you have access to modifying the object before you return it. By convention though, constructor functions are named with a capital letter to distinguish visually from normal functions and methods. So which way is better - object literal or constructor function? Well, that depends on your specific task. For example, if you need to create many different, yet similar objects, then the class-like constructors may be the right choice. But if your object is more of a one-off singleton, then object literal is definitely simpler and shorter. OK then, so since there are no classes, how about inheritance? Before we get there, here comes a little surprise - in JavaScript, functions are actually objects. (Actually in JavaScript pretty much everything is an object, with the exception of the few primitive data types - string, boolean, number and undefined. Functions are objects, arrays are objects, even null is an object. Furthermore, the primitive data types can also be converted and used as objects, so for example "string".length is valid.) Function Objects and Prototype Property In JavaScript, functions are objects. They can be assigned to variables, you can add properties and methods to them and so on. Here's an example of a function: var myfunc = function(param) { alert(param);}; This is pretty much the same as: function myfunc(param) { alertparam);} No matter how you create the function, you end up with a myfunc object and you can access its properties and methods. alert(myfunc.length); // alerts 1, the number of parametersalert(myfunc.toString()); // alerts the source code of the function One of the interesting properties that every function object has is the prototype property. As soon as you create a function, it automatically gets a prototype property which points to an empty object. Of course, you can modify the properties of that empty object. alert(typeof myfunc.prototype); // alerts "object"myfunc.prototype.test = 1; // completely OK to do so The question is, how is this prototype thing useful? It's used only when you invoke a function as a constructor to create objects. When you do so, the objects automatically get a secret link to the prototype's properties and can access them as their own properties. Confusing? Let's see an example. A new function: function ShinyObject(name) { this.name = name;} Augmenting the prototype property of the function with some functionality: ShinyObject.prototype.getName = function() { return this.name;}; Using the function as a constructor function to create an object: var iphone = new ShinyObject('my precious');iphone.getName(); // returns "my precious" As you can see the new objects automatically get access to the prototype's properties. And when something is getting functionality "for free", this starts to smell like code reusability and inheritance.   Inheritance via Prototype Now let's see how you can use the prototype to implement inheritance. Here's a constructor function which will be the parent: function NormalObject() { this.name = 'normal'; this.getName = function() { return this.name; };} Now a second constructor: function PreciousObject(){ this.shiny = true; this.round = true;} Now the inheritance part: PreciousObject.prototype = new NormalObject(); Voila! Now you can create precious objects and they'll get all the functionality of the normal objects: var crystal_ball = new PreciousObject();crystal_ball.name = 'Ball, Crystal Ball.';alert(crystal_ball.round); // truealert(crystal_ball.getName()); // "Ball, Crystal Ball." Notice how we needed to create an object with new and assign it to the prototype, because the prototype is just an object. It's not like one constructor function inherited from another, in essence we inherited from an object. JavaScript doesn't have classes that inherit from other classes, here objects inherit from other objects. If you have several constructor functions that will inherit NormalObject objects, you may create new NormalObject() every time, but it's not necessary. Even the whole NormalObject constructor may not be needed. Another way to do the same would be to create one (singleton) normal object and use it as a base for the other objects. var normal = { name: 'normal', getName: function() { return this.name; }}; Then the PreciousObject can inherit like this: PreciousObject.prototype = normal; Inheritance by Copying Properties Since inheritance is all about reusing code, yet another way to implement it is to simply copy properties. Imagine you have these objects: var shiny = { shiny: true, round: true};var normal = { name: 'name me', getName: function() { return this.name; }}; How can shiny get normal's properties? Here's a simple extend() function that loops through and copies properties: function extend(parent, child) { for (var i in parent) { child[i] = parent[i]; }}extend(normal, shiny); // inheritshiny.getName(); // "name me" Now this property copying may look like overhead and not performing too well, but truth is, for many tasks it's just fine. You can also see that this is an easy way to implement mixins and multiple inheritance. Crockford's beget Object Douglas Crockford, a JavaScript guru and creator of JSON, suggests this interesting begetObject() way of implementing inheritance: function begetObject(o) { function F() {} F.prototype = o; return new F();} Here you create a temp constructor so you can use the prototype functionality, the idea is that you create a new object, but instead of starting fresh, you inherit some functionality from another, already existing, object. Parent object: var normal = { name: 'name me', getName: function() { return this.name; }}; A new object inheriting from the parent: var shiny = begetObject(normal); Augment the new object with more functionality: shiny.round = true;shiny.preciousness = true; YUI's extend() Let's wrap up with yet another way to implement inheritance, which is probably the closest to Java, because in this method, it looks like a constructor function inherits from another constructor function, hence it looks a bit like a class inheriting from a class. This method is used in the popular YUI JavaScript library (Yahoo! User Interface) and here's a little simplified version: function extend(Child, Parent) { var F = function(){}; F.prototype = Parent.prototype; Child.prototype = new F();} With this method you pass two constructor functions and the first (the child) gets all the properties and methods of the second (the parent) via the prototype property. Summary Let's quickly summarize what we just learned about JavaScript: there are no classes objects inherit from objects object literal notation var o = {}; constructor functions provide Java-like syntax var o = new Object(); functions are objects all function objects have a prototype property And finally, there are dozens of ways to implement inheritance, you can pick and choose depending on your task at hand, personal preferences, team preferences, mood or the current phase of the Moon.  
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23 Oct 2009
4 min read
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JBoss AS Perspective

Packt
23 Oct 2009
4 min read
As you know, Eclipse offers an ingenious system of perspectives that helps us to switch between different technologies and to keep the main-screen as clean as possible. Every perspective is made of a set of components that can be added/removed by the user. These components are known as views. The JBoss AS Perspective has a set of specific views as follows: JBoss Server View Project Archives View Console View Properties View For launching the JBoss AS Perspective (or any other perspective), follow these two simple steps: From the Window menu, select Open Perspective | Other article. In the Open Perspective window, select the JBoss AS option and click on OK button (as shown in the following screenshot). If everything works fine, you should see the JBoss AS perspective as shown in the following screenshot: If any of these views is not available by default in your JBoss AS perspective, then you can add it manually by selecting from the Window menu the Show View | Other option. In the Show View window (shown in the following screenshot), you just select the desired view and click on the OK button. JBoss Server View This view contains a simple toolbar known as JBoss Server View Toolbar and two panels that separate the list of servers (top part) from the list of additional information about the selected server (bottom part). Note that the quantity of additional information is directly related to the server type. Top part of JBoss Server View In the top part of the JBoss Server View, we can see a list of our servers, their states, and if they are running or if they have stopped. Starting the JBoss AS The simplest ways to start our JBoss AS server are: Select the JBoss 4.2 Server from the server list and click the Start the server button from the JBoss Server View Toolbar (as shown in the following screenshot). Select the JBoss 4.2 Server from the server list and right-click on it. From the context menu, select the Start option (as shown in the following screenshot). In both cases, a detailed evolution of the startup process will be displayed in the Console View, as you can see in the following screenshot. Stopping the JBoss AS The simplest ways to stop JBoss AS server are: Select the JBoss 4.2 Server from the server list and click the Stop the server button from the JBoss Server View Toolbar. Select the JBoss 4.2 Server from the server list and right-click on it. From the context menu, select the Stop option. In both cases, a detailed evolution of the stopping process will be displayed in the Console View, as you can see in the following screenshot. Additional operations on JBoss AS Beside Start and Stop operations, JBoss Server View allows us to: Add a new server (the New Server option from the contextual menu) Remove an existing server (the Delete option from the contextual menu) Start the server in debug mode (first button on the JBoss Server View Toolbar) Start the server in profiling mode (third button on the JBoss Server View Toolbar) Publish to the server or synching the publish information between the server and the workspace (the Publish option from the contextual menu or the last button on the JBoss Server View Toolbar) Discard all publish state and republish from scratch (the Clean option from the contextual menu) Twiddle server (the Twiddle Server option from the contextual menu) Edit launch configuration (the Edit Launch Configuration option from the contextual menu as shown in the following screenshot). Add/remove projects (the Add and Remove Projects option from the contextual menu) Double-click the server name and modify parts of that server in the Server Editor—if you have a username and a password to start the server, then you can specify those credentials here (as shown in the following screenshot). Twiddle is a JMX library that comes with JBoss, and it is used to access (any) variables that are exposed via the JBoss JMX interfaces. Server publish status A server may have one of the following statuses: Synchronized: Allows you to see if changes are sync (as shown in the follo wing screenshot) Publishing: Allows you to see if changes are being updated Republish: Allows you to see if changes are waiting
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23 Oct 2009
15 min read
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Technical Best Practices for Dynamics AX - Shared and AOT Object Standards

Packt
23 Oct 2009
15 min read
Shared Standards Some Dynamics AX customization best practices are applicable irrespective of AOT element. These standards include X++ standards, naming conventions, label standards, and Help Text guidelines. X++ Standards This section discusses some best practices related to the X++ language. Conformance to this standard results in improved execution time, ease in upgrading and further customization, efficient use of OOP concepts, better readability of code, etc. Some general principles are as follows: Variable or constant or parameter declarations should be as local as possible to utilize memory resources in an efficient way. Error conditions should be checked in the beginning so that minimum work is done for action and rollback of action. This will also hinder denial of service attacks. Denial of service attack is an attempt to stress the system with too many garbage requests so that an authorized user is not served. The parameters supplied as value must not be modified or manipulated as it may increase the chances of using wrong values somewhere else. Code should be written in a clean fashion, which means unused variables, methods, and classes should be removed from the code. The existing MorphX functions or functionality should be used as much as possible (unless other best practices stop you from doing so), rather than creating new ones as it will make upgrading easier. The user should not experience a run-time error. All possible cases should be foreseen and handled accordingly. If some unpredicted case appears during run time, it should show an error in the Infolog with a message to help the users on how to avoid the situation and what action can be taken to prevent it. The value of the this variable should not be changed. The reusability should be maximized. E.g. rather than repeating lines of code at different places, a single method can be written so that changes in the method can be reflected at all the places where this method is used. There should be only one successful return point (except in switch statements) so that object deletion, etc. can be ensured. A method should perform a single well-defined task and be named according to the task performed. Text Constant Standards All the text used in Dynamics AX is supposed to be in a label file irrespective of its use e.g. user interface or error or success message. The use of text constants can be classified into two broad categories i.e. user interface text and system-oriented text. The text used in the user interface should follow the following best practices: Modify property values on the extended data types or base enums inthe application. Never create duplicate label files i.e. the same text (in the same language) but a different label file. New label files can be created when customizing the text, but it is always recommended to reuse the standard labels. However, it may offer a disadvantage—all the changes made to the SYS layer label files will be gone whenever an upgrade occurs. So the decision of customizing an existing label file or creating new label file should be taken carefully. User interface text (labels files) should be used in double quotes. System-oriented text constants must be in single quotes. Exception Handling The principle uses of exception handling include freeing system resources (e.g. memory through object deletion, closing database connection, etc.) and providing constructive information in the Infolog so that the user can prevent such erroneous conditions. The following are a few recommended best practices related to exception handling: A try or catch deadlock or retry loop should always be created around database transactions that can cause deadlocks. In the retry clause the values of transient variables should be set back to the values before try. Branching A few recommended best practices related to the if-else statement and switch statement are as follows: Always use positive logic e.g. write if (true) rather than if (! false). Prefer switch statement rather than multiple if-else statements. Always end a case with a break or return or throw statement unless a fall through mechanism is intentionally used. When a fall through mechanism is used a comment should be given like //fall through so that it is clear to every reader. Code Layout For readability of the code, code should be written in a proper layout. Some chief best practices for code layout are as follows: Remove commented code before shipping code. Follow indentation rules. Follow case rules for naming classes, methods, tables, etc. Methods Following are a few best practices for methods: Methods should be small and logical so that it can be easily overridden or over-layered. Methods should perform a single well defined task and from their name the task performed should be clear. For static class methods and table methods, qualified client, server, or client server should be used in such a way that calls to other tiers are minimized. For greater details refer to the Best Practices for Designing section in the Developer's Guide. To ensure trustworthiness, appropriate access levels (public, private, or protected) should be assigned. Methods should be named according to the Dynamics AX naming conventions; the reserved keywords such as is, check, validate, set, get, and find should be used as per the Dynamics AX way of using these standard methods or functions. All methods using such keywords must not have side effects e.g. no assignment in validate, check, get, or is methods. Parameter's names must start with an underscore (_) character besides following other generalized naming conventions. Handling Dates Dates are sources of error due to variations in date presentation formats and in values due to differences in time zone. A few best practices for handling dates are as follows: Date fields must be stored or displayed in the date field only as IntelliMorph has the ability to display the date value in a format suitable for the user provided that the date format property is chosen as Auto and it is presented in a date control. The system date should not be considered as reliable information but in some cases (e.g. validation of information input by a user) system date should be read using the SystemDateGet() function instead of the today() function. Date conversion should be avoided as it will loose date properties and hence sometimes conversion may result in wrong information. For all user interface-related situations strFmt or date2Str should be used with a value of -1 for all formatting-related parameters. This will allow users to use this information in the format specified in regional settings. Care should also be taken that string variables storing converted date information are sufficiently long. Label Standards It is highly recommended that any user-interface text is defined using labels. This will ensure many advantages during translation. A few label file standards to ensure the true benefits of the label file system are as follows: The location of label files should be the most generalized one i.e. extended data type (EDT). In some cases an existing EDT cannot be used only because of the difference in label text. In such cases a new EDT should be created by extending the existing EDT. In such cases other alternatives may also be available (e.g. label change at the field) but the rule of thumb is to use the label at the most general place. The label files should not be duplicated i.e. two label files should not exist for the same text. AOT Object Standards The AOT object standards are specific to a particular AOT element. Broadly we can classify AOT elements as follows: Data Dictionary Extended data type Base Enum Tables Feature keys Table collection Classes Forms Reports Jobs Menu items Data Dictionary This is a group of AOT objects including the items mentioned in the previous section. The best practices for tables can further be divided into best practices for the fields, field groups, indexes, table relations, delete actions, and methods. Extended Data Type The EDT plays a great role as it is the basic entity of GUI elements. The following are a few basic best practices related to extended data types. All date and date format-related properties should be set to Auto. Help text should not be same as the label property. Help text is supposed to be more descriptive and should be able to explain why and/or how. An EDT name must be a real-world name, prefixed with module (if it belongs to one module only). Base Enum The following are a few basic best practices related to Base Enum: The Enum name should be an indication of either the few possible values or type of values. For example DiscountType, OpenClose, etc. Display length property should be set to auto so that in every language the full name can be displayed. Help and label properties must have some value. Help and label properties should not have the same value. Tables Many of the best practices for tables come under the scope of performance optimization, database design standards, etc. and hence those standards have been discussed elsewhere. Some of the standards not discussed are discussed here. The table name may consist of the following valuable information: Prefix: Module name such as Cust for Account Payable, Sales for Account Receivables Infix: Logical description of the content Post fix: Type of data e.g. Trans (for transactions), Jour (Journals), Line (table containing detailed information about a particular record in header table), Table (primary main tables), Group, Parameters, Setup, or module name to which the table belongs Label is a mandatory property and tables must be labelled using Label ID only. The text value of Label ID must be unique in all languages supported. If a table belongs to one of the four types Parameter, Group, Main, or WorksheetHeader, then it must have an associated form to maintain the table records. This form should have a name identical to its display menu item (used to start this form) and like the table name. formRef is the property of a table for the name of the associated form. Title Field 1 and Title Field 2 should be mentioned: TitleField1: The key field for the records in the table. This should be a descriptive title, if the key is information for the user. TitleField2: The description for the records in the table. Fields Most of the properties for the fields are inherited from extended data types; however, it is not mandatory to use some or all inherited values for such properties. Here are a few guidelines: Name: Should be like the corresponding EDT name but if named separately, it should be logical. The fields used as key should be postfixed as ID e.g. CustId, ItemId, etc. HelpText: This is a mandatory property and inherited from the corresponding EDT. Since Help Text needs to be customized as per the different uses ofthe same EDT, Help text can be modified at any field but the following arethe guidelines: The help text property should not be same as the label property. Label is also a mandatory property, which is inherited from EDT. If a value is set here, it should be different from the value on EDT. Every field that is either the primary key or one of the key mandatory properties must be set to Yes. Before considering memo or container type fields, it should be kept in mind that they add time to application and database fetch, they inhibit array fetching, and these types of fields cannot be used in where expressions. Field Group The field group is a group of fields shown in the user interface. Dynamics AX has some standard groups (e.g. Identification, Administration, Address, Dimension, Setup, Misc, etc.), while other can be created. The fields that logically belong together can be placed in one field group while the Misc field group can be used to group fields that do not fit in any other field group. The dimension field group must have a single kind of field Dimension. The field groups should have the same kind of grouping at the database and form or reports to improve caching and hence the performance. Delete Actions The database integrity is one of the key principles in Relational Database Management System (RDBMS). The delete action should be used on every relation between two tables. The following are key best practices for delete actions. Use a delete action on every relation between two tables. Use table delete actions instead of writing code to specify whether deletes are restricted or cascaded. Dynamics AX has three types of delete actions; selection of one will solely depend upon the custom requirements. Table Methods The tables in Dynamics AX have several properties such as delete, validateDelete, etc. and hence Dynamics AX recommends that you should not write methods or X++ code to implement something that can be done just by setting property values. Dynamics AX recommends using inbuilt table methods for those custom requirements that cannot be met with table properties settings. Some of the table methods are mandatory to implement e.g. find and exists methods. Classes The classes have a peculiarity that they may have both a back end (database) and front end (GUI). The front interface should be easy to use and at the same time as secure as possible. The implementation details of the class should always be hidden from the user and hence use of private or protected methods is recommended. The back-end methods are highly secure, standardized, and reliable and hence use of private or protected methods is recommended in prescribed design patterns. The design patterns depend upon the type of class. Classes can be categorized in the following categories: Real object Action class Supporting class The following are a few common best practices related to declaration: Object member variables must only be used to hold the state of the object i.e. variables for which values should be kept between and outside instance method calls. Use of global variables must be minimized. Unused variables must be cleaned up; a tool available at Add-Ins | Best Practices | Check Variables can be used to know the unused variables. Constants used in more than one method in a class (or in subclass) should be declared during class declaration. There is a rich set of best practices for classes and the Best Practices for Microsoft Dynamics AX Development released by Microsoft would be good read. Forms The forms are in the presentation tier in any three-tier architecture system. Most of them are related to look and feel or layout. Some other best practices for forms revolve around the following characteristics: Use of Intellimorph maximally No forced date or time format No forced layout such as fixed width for label, position control for GUI controls, etc. Use of label files for GUI text Forms having minimal coding Avoid Coding on Forms The basic concept of three-tier architecture is that forms should be used only for the presentation tier and hence no other code such as business logic should be there on forms. The code placed on forms also reduces their reusability and the ease of further customization; e.g. if you want to develop an enterprise portal, the code written on forms will have to be written again in classes or table methods, etc., which will make the implementation complex. Another example may be when you want to 'COM enable' your business logic; form code related to business logic will make your life almost impossible. Any code (other than presentation logic) written on forms imposes limitation on performance as call between two different layers increase slowing the performance and hence code on forms should be avoided as much as possible. In cases where avoiding code on forms is not possible the guidelines summarized in the following table should be used for writing code on forms. Place to Write Code Guidelines Form level When code is related to whole form When code is related to multiple data sources Editor or Display methods (only those that are not related to any data source) Data source Data source-related Edit or Display methods Code related only to the data source that cannot be effectively placed in a table method Controls When it is strictly related to the controls Use of IntelliMorph Maximally Due to a user's locale or preferred format a form may be presented in a different language and/or a different date, time, or currency format. Dynamics AX best practices recommend Auto as the value for the display properties related to the following: Date Currency Time Language Number format (such as decimal operator, separator, etc.) Label size Form size The rule of thumb is to keep the various properties as Auto or default value, which will help IntelliMorph to function maximally. For further details about best practices readers are recommended to go through the Developers Guide for Best Practices. Reports The peculiar fact about the reports is that they are output media where the external environment such as paper size, user's configuration about the locale or language, font size, etc. matters. Dynamics AX recommends using 'Auto Design' to develop the report as these kinds of reports can change the layout according to external environmental variables. Another way to develop a report in Dynamics AX is 'Generated Design'; this type of design is recommended only when strict report layout is required. A few such examples may be regulatory reports, accounts reports, etc. Summary In this two part article we discussed various areas where quality could be improved by adopting best practices. We also discussed various best practices, theory behind best practices, and how to adopt these best practices, i.e. with practical tips.
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