How-To Tutorials

Modeling the hand wrap Set the view to front again, and select the vertices pointed in the following image. This time we will need two extrusions. Select the vertices in the top-left corner of the model, and move them down to align them to the image. Then, select the other three vertices shown in the following image and extrude them once: As the extruded geometry doesn't fit the guides of our reference image, we will have to select and move the lower vertices and place them as shown in the following image. They don't have to be exactly in the same position, but they should be placed in such a way that the shape of the model looks like our reference image. Remember that you can also select the vertices with the brush select tool. Press the B key twice, and then you will be able to paint the selection. Right after you place the vertices in their new positions, make another extrusion. By the end of the extrusion, try to place the lower vertices aligned with the right side of the guidelines. Just by looking at the image, you'll notice that one side of the model won't be aligned. So, select the vertices on the left or right (any one that isn't aligned with the image) and move it until it gets aligned. By now, the work will be a repetition of extrusions until we have our model created. Select the vertices pointed in the next images, and extrude them until you get the final shape. At this point in the project, you should be familiar with the technique. It's important to remember that for those operations, most of the alignment of the objects with the reference image is done by eye. At the end of each extrusion, use the S key to set the size of the new geometry until it fits with the reference image. If you prefer, the transform ation can be executed in face select mode to speed up the selection of the faces used in the extrusion. Here, we'll use the Skin Faces/Edge-Loops option again to connect the two selected faces. Sometimes, the faces created with this option will be generated with a Set Smooth option selected. This may cause the faces to look odd and have a different set of shading from the other faces. To make it look exactly the same as other faces of the model, select the created faces and click on the Set Solid button. If you don't know where this button is located, you will find it in the Editing panel. After the Skin Faces/Edge-Loops option is applied, the shade of the object will look a bit strange. This is because the smooth option of Blender is being used. Use the Set Solid option to make the faces appear in flat shade mode. A big part of the modeling is complete, but there are a few parts of the weapon missing. Our next task is to create additional parts of the gun, such as a detail for the hand wrap and the energy tank. For this project, we will create different objects for those parts to make our modeling easier. As you can see in the following image, we have created a big part of the gun with a well-organized topology and a fairly clean mesh, which is represented by a minimum number of faces and vertices, made only by quad faces. This type of mesh can be easily edited later by using subdivisions and new extrudes, which is a good reason to keep it as clean as possible.

Here is the final image we will be creating: Let us begin! We are going to begin with the default settings in Blender, as you can see below. Creating the Background To create the background we are going to be adding a plane and then making a series of holes in it. This will then act as the basis for our entire background when we replicate the plane with two array modifiers and a mirror modifier. Go ahead and: Add a plane from top view by hitting spacebar > Add > Mesh > Plane Subdivide that plane by hitting W > Subdivide Multi > 3 divisions This will give us a grid that we can punch a few holes in with relative ease. Next, go ahead and select the vertices shown below: Then: Press x > Delete Faces to delete the selected faces Next select the inside edges of the upper-left hole by clicking on one of the edges with alt > RMB You may then hit e > esc to extrude and cancel the transform that extruding activates. Next you can hit cntrl + shift + s > 1 for the To Sphere command, this will modify the extruded vertices into a perfect circle. Check out the result below: From here we can duplicate this circle and the surrounding faces into place of all the other holes such that we have a mesh that will repeat without any gaps. Think of it as a tilable texture but in mesh form! As you will surely notice, on the bottom left and bottom right you will only duplicate have of the circle. After duplicating each piece and moving it into place it will be necessary to remove all the duplicate vertices: Select everything with a Press w > Remove Doubles Moving on, before we can replicate our pattern we need to move it such that the bottom, left corner is at the center point of our grid. If you used the default size for the plane then you can simply select everything and hold down cntrl while moving it to lock it to the grid. Now, for our final background we want the holes in our mesh to have some depth, to do this all we need to do is select each of the inner circles and extrude them down along the Z-axis as you can see in the image below: Now is where things begin to get really fun! We are going to now add two array modifiers to replicate our pattern. The first array will repeat the pattern along the X-axis to the right, and the second array will replicate the pattern down along the Y-axis. We will then you a use mirror modifier along the X and Y axis to duplicate the whole pattern across the axis’. First go to the Editing Buttons and click on Add Modifier > Array Increase the count to 10 Click Merge Add a second Array and change the count to 3 Click Merge Change the X Offset to 0 and the Y Offset to 1.0 This will leave you with 1/4 of our final pattern. To complete it: Add a Mirror Modifier Click Y in addition to the default X, this will mirror it both up and across the central axis. Add a Subsurf modifier to smooth out the mesh Select everything with a and then press w > Set Smooth Setting the mesh to smooth will likely cause some normal issues (black spots) in which case you need to hit cntrl + n > Recalculate Normals while everything is selected.

Data item Sections Earlier in our discussion on reports, we referred to the primary components of a report. The Triggers and Properties we have reviewed so far are the data processing components. Next in the report processing sequence are Sections. In Classic RD reports, Sections are the output layout and formatting components. In RTC reports, Sections have a much more limited, but still critically important, role. In the process of creating the initial report design, you may be entering data either completely manually as we've done in our example work, or you may use the Classic Report Wizard. If you use the Wizard, you will end up with Sections defined suitable for Classic Client Report processing. Those Sections may be only rough draft equivalents of what you may want your final report to look like, but they are a suitable starting place for the Classic RD layout work, if that were the tool you were going to use. If you are creating your report completely manually, that is by not using the Wizard, you may also find it appropriate to define Sections to the point that the Classic Client could print a basic, readable report. In our case, we are focusing our production report development effort on the RoleTailored Client, so we will invest minimal effort on Classic Client compatible report layouts. We might do just enough to allow test report runs for data examination purposes and logic flow debugging. However, creating basic Section layouts provides us with another benefit relative to our VS RD layout work, especially if we can create them using the Report Wizard, because all the fields to be used by VS RD must be specified in the Sections. Creating RTC reports via the Classic Report Wizard Let's look at the RTC report development flow again. The preceding image is very similar to the one we studied earlier in this articles, but this flowchart only shows the steps that are pertinent to VS RD. In Step 6 of this flow, there is an option to Create Layout Suggestion in the Visual Studio Report Designer as shown in the following screenshot: When you choose Create Layout Suggestion, the C/SIDE Report Designer will invoke a process that transforms the layout in Sections to a layout in the Visual Studio Report Designer. If a VS RD layout previously existed, the newly created layout will overwrite it. Therefore, this option will normally be used only once, in the initial stages of report design. Let's experiment by using the Report Wizard to create a simple report listing the gifts received by ICAN. We will access the Report Wizard in the Object Designer. Click on Reports | New, then fill in the Wizard screen as shown in the following image. Then click on OK and choose fields to display in the report as shown in the following screenshot. Click on Next, then choose the sorting order (that is index or key) that starts with Donor ID. Click on Next again and choose to Group the data by Donor ID. Click on Next again and choose to create totals for the Estimated Value field. One more, click on Next and choose the List Style for the report, then click on Finish. At this point, you will have generated a Classic Client report using the Report Wizard. If you View | Sections, you should see a C/SIDE report layout that looks much like the following screenshot. Let's save our newly generated report so that, if we need to, we can come back to this point as a checkpoint. Click on File | Save As and assign the report to ID 50002 with the Name of Gifts by Donor. Now click on Tools | Create Layout Suggestion. The process of transforming the Classic Report Layout to a Visual Studio Report Designer Layout will take a few seconds. When the report layout transformation process completes, you should see a screen that looks very similar to the following screenshot. The primary data layout portion of the same VS RD screen is shown in the next image. Compare this to the Classic RD data layout we just looked at a couple of steps ago. You will see some similarities and some considerable differences. Without doing anything else, let's save the VS RD layout we just created for the RoleTailored Client, then run both versions of the report to see the differences in the generated results. To save the VS RD layout, start by simply exiting the VS Report Designer. Once the VS RD screen closes, you will see the following question. Respond by clicking Yes. Then, when you exit the Classic Report Designer, you will see this question. Respond by clicking Yes. You will then be presented with the following message. Again, click on Yes. If there were an error in the RDLC created within the VS RD (such as an incorrect variable name used), an error message similar to the following would display. Since, hopefully, we didn't get such an error message, we can proceed to test both the Classic Client and the RoleTailored Client versions of our generated report. We can test the Classic Client (or C/SIDE RD) version of Report 50002 from the same Object Designer screen where we did our initial design work. Highlight the line for Report 50002 and click on the Run button. You should see the following screen: If we were running this as users, we might want to make a selection of specific Donors here on which to report. As we are just testing, simply click on Preview to see our report onscreen. The report will then appear, looking like the following: As you can see, with minimum development effort (and a minimum of technical knowledge), we have designed and created a report listing Gifts by Donor with subtotals by Donor. The report has proper page and column headings. Not only that, but the report was initiated withs a Request Form allowing application of filters. Close the Classic Client report; now let's run the RTC version. Just like we could do with Pages, we will run our Report test from the Windows Run option. Click on Run and enter the command to run Report 50002, as shown in the next screenshot. Click on OK. If the RoleTailored Client is not active, after a short pause, it will be activated. Then the Request Page will appear. Compare the look and contents of this Request Page with the one we saw previously for the Classic Client. As before, click on Preview and view the report. Of course, this time we're looking at the RTC version. This method of automatic transformation is very useful for getting an initial base for a new report or, obviously, for the complete generation process for a simple report where the requirements for layout are not too restrictive.

Make the report changes Having reviewed the VS RD in some detail, let's begin the task of making the changes we defined earlier. First, we will add the ICAN Campaign column to each data line. In the VS RD showing the original VS RD layout for Report 50002, right-click on the top line of the last data column. Ignore the three very small columns at the right end of the data line. These are Hidden Fields which we will explain later. You will see the following: Then choose the option to Insert Column to the Right. That will (surprise!) insert another column—to the right. Now expand the Data Sources, so that you can access the fields we added earlier to the Classic Sections Designer. Those fields are Gift_Ledger__ICAN_Campaign_ (data) and Gift_Ledger_ICAN__Campaign_Caption (header). Grab, drag-and-drop the data field into the new column, third row (table detail row). Grab, drag-and-drop the caption field into the new column, top row (table header row). Save, save, compile, and test. Depending on your data, the new column on your report may look similar to the following: If so, then you need to change the properties of the data field so that the full data contents can be displayed. Return to the VS RD, highlight the field containing Gift_Ledger__ICAN_Campaign_. Confirm that the property Layout | CanGrow is False, rather than True. This will keep the data field from wrapping to the next line when it exceeds the width of the available space. Instead, it will be truncated when it exceeds the available space (obviously, you may prefer different behavior in different situations). The other change required in this case is to revise the Size | Width property to a larger number. After those changes are made, the next test gives the following results for a sample of the ICAN Campaign column of data. Our second change is to add a Gift count to each total line. As all we need to do in this case is to count the detail lines printed, we should check if we can use a function which is built into the VS RD. We can count the lines if we can count the instances of one of the data elements, such as the Donor ID. Let's go exploring to see if we can find the tools and the technique to accomplish our goal. We will start our exploration by investigating how a report transformation generated total has been created. Right click on the textbox containing the Estimated Value total (shown in the following screenshot): Then click on the Properties option. As shown in the following screenshot, the Value field contains =Sum(Fields!Gift_Ledger__Estimated_Value_.Value), which is not listed in the Data Sources window. But, as Gift_Ledger__Estimated_Value_.Value is one of the items in the Data Sources window, it seems reasonable to assume that =Sum is a VS RD function and that we might find a Count function if we keep looking. As we've determined that the Value field contains an expression, let's go back to the text box, right-click again, and choose Expression…. That will open the following form, where we can see the tools that are used to construct an expression like the one that sums the total gift amounts. Our task now is to find a count function (or equivalent). We can continue our exploring, but let's move to a blank instance of the Edit Expression form, so we don't accidentally change the existing, working expression. Close the Edit Expression form for the Gift_Ledger_Estimated_Value and open an Edit Expression form for the Textbox in the same row, but in the column containing the Donor ID field (that is, the next column to the right in our example). With that empty Edit Expression form open, if we can find a count function, perhaps we can build an expression to give us our desired result. Using the very practical "peek and poke" method (that is, clicking on various fields to see what we can find), we uncover the following. There's the Count function we were hoping to find (along with quite a few other functions we can use in future situations). Double-click on the Count function or click on the Paste button, and the Count function will be pasted into the workspace above. Looking at the expression for the Estimated Value total, we can guess that now we want to identify what to count, in this case the Donor ID instance. If we click on the left pane, Fields (DataSet_Result), then we will see a list of all of the available data fields. Included in those is Gift_Ledger__Donor_ID, as shown in the following screenshot. The wavy line under the Count function in the workspace simply indicates that we don't have a complete operable expression defined yet. Double-click on the field Gift_Ledger__Donor_ID (or highlight and click on Paste). The field name will appear in the Edit Expression workspace after the Count function. You will likely still see the wavy underline, indicating you're still not quite done. If you look at the expression for the Sum, you will see that it begins with an equals sign (=) and the field name is enclosed in parentheses. Let's make those additional changes. The final expression should look like the following: Once you have that, you can close the Edit Expression form. You may notice at this point that the font for the new Count expression is different from (for example, larger) the other fields. If you want all of the fonts to be the same, obviously, you will need to change the font property of the new field to match the old fields. Once that is done, exit and save the VS RD layout changes, save and compile the report, and test it. You should now see a count of the gifts for each donor on the group total lines, looking something like the following: If this were to be a production report to be given to a client, it is likely that we would work on the layout some more, perhaps more clearly identifying the gift count total. But we certainly have achieved our original goal of obtaining and printing the count. Some interactive report capabilities Our third change is to add some interactive capabilities to our report. We want the report to display in either a summary or detail format, and we want to allow sorting the detail into different sequences. Return again to the VS RD layout, focused on Report 50002. Let's allow the users to sort on the gift amount or on the campaign. And, to provide full flexibility, let's also allow sorting on the gift date. Right-click on the heading for the column on which we wish to control the sort, and display the properties form—let's start with gift amount. Click on the Interactive Sort tab. Click on the option Add an interactive sort action to this textbox. Then choose the field on which the sort should occur. In this case, that's the =Fields!Gift_Ledger__Estimated Value_.Value: Click on OK, and then perform a similar set of actions on the layout table column for the ICAN Campaign and Date fields. Once you've done that, exit VS RD, saving the changes, then save, compile and test the changed report design. You should see a report, the top of which looks something like the following. There will be pairs of up/down arrowheads that can be used for sort control. The last one of them used will show just the option not invoked (that is, only an up or a down arrowhead, not both). The work required to implement our other interactive capability, Expand/Collapse Detail, is very similar to what we just did for the interactive sorting. Once again return to the VS RD for the layout of Report 50002. This time click on one of the layout table fields, so that the Table Element icons are visible. Then right click on the Table Detail icon. Choose Properties, this time you will not get a Properties form, but will use the VS Property window (which defaults to the lower right panel of the layout screen, but is movable anywhere within the VS RD frame). Find the Visibility property group, expand it so that you can see the Toggle Item property. Click on the selection caret at the right end of the property space and choose the fi eld with which you would like to control the Expand/Collapse option. The Gift_Ledger_DateCaption field is a good choice, because it is the topmost left field, so the Expand/Collapse option will be quite visible to the user there. After you exit, save, compile, and run the report. You will see the Expand/Collapse icon in the top left of the report, as shown in the following screenshot, where the detail data is expanded (that is visible): In the next screenshot, the detail data is collapsed (that is, hidden): As you can see, the Expand/Collapse icon will be either plus or minus, depending on whether the related data is currently visible (plus) or hidden (minus). You should also experiment with using this feature to make columns on a report be visible or hidden, at the user's option. Page Header fields Fields that are displayed in the Page Header or Page Footer sections of the VS RD cannot contain variable data. As a result, a couple of different approaches are used to be able to display "normal" report headings that do contain variable data. One approach is the use of Hidden Fields. In the following screenshot at the point of the cursor arrow, three Hidden Fields are present, which were all created as part of the automatic transformation process of Create Layout Suggestion. These fields are essentially similar to other VS RD data fields, except they are set to not be visible, and are only used to manage data rather than display it directly. Hidden Fields that are created by the Report Transformation process are set to red by default (and by convention). Hidden Fields that are created in the C/SIDE RD to hold special data or logic should be set to yellow (see the Help titled "How to: Add and Identify Hidden Fields"). This color coding makes the hidden fields' purpose easier to identify for software maintenance.

Although a website is just a collection of web pages, the collection is not random. A central theme ties the web pages together with common elements such as branding, logo, layout, and formatting. On really large websites, the interweaving of these elements can be quite complex. Each of Google's websites, for example, has its distinct identity and yet you can identify it as a "Google website". It takes a small army of designers and illustrators to achieve such a "Similar But Distinct" identity. But it's fairly easy to establish a unifying theme for the web pages of a small website, such as yours. And you can do it all by yourself; a common header and footer is all that's usually necessary. Naturally, it would make immense sense if you could design a template for headers and footers once and use it on all of your web pages. A template isn't all that revolutionary a concept. You've probably built a template in your word processor for your letterhead or for a boilerplate, for example. Many widely-used applications save you the trouble of repetitive formatting by allowing you to make templates. Therefore, it shouldn't come as a great surprise to you that you can build page templates in Office Live Small Business as well. A web page template in Office Live Small Business has two components: information and design. The information component consists of the text and images that are specific to your website, such as your company name, logo, slogan, copyright notice, and so on. The design component deals with choosing the right font, colors, background pictures, and other such visual elements. Once you configure the necessary settings, you'll have a shell, so to say, which will appear around the content on your web pages. Choosing a title for your website A website's title is usually the name of the business it represents. My little company is called Acxede, for example. Therefore, it's logical that my site's title mimics my company's name. Now, there's only so much real estate available on a web page for the title. Because Acxede happens to be a short name, it can fit into most page layouts. But if your business is incorporated as Anthony Donaldson's Vacuum Cleaner Sales, Service, and Rentals Incorporated, this scheme of things breaks down. What do you do then? A good rule of thumb is to echo whatever name is on your business card. Unless your business card is the size of a postcard, you'd have shortened the name to something like Anthony Donaldson Inc. Use that as your site's title. People often want to set their domain name as their site's title. Because my company is called Acxede, it would, of course, be terrific to have acxede.com as my domain name. And I do. Unfortunately, not everyone is that lucky. More likely than not, the domain name you want is already taken. Let's say that you're Sam and you own a deli called, naturally, Sam's Deli. Everyone just calls it "Sam's". It wouldn't be unreasonable for you to want the domain name sams.com. The trouble is that Sam's Publishing has already snapped it up. Okay, so how about samsdeli.com? Nope. Another Sam owns it. So you're forced to settle for a domain name that doesn't echo the name of your business; something like samsfreshfood.com, perhaps. Nevertheless, your website's title should still say "Sam's Deli" because that's the name of your business, no matter what domain name you ultimately settle on. Now that you know more about setting a website's title than you ever wanted to, let's get around to doing the honors. Time for action – setting the site title Pull down the Design Site menu from the Page Manager toolbar and select Design site. A new window opens, displaying the Microsoft Office Live Small Business Web Design Tool web page with Site Designer as the active tab. Click on the Header button on the ribbon. The Customize Header dialog opens. Replace the text Welcome to my site in the gray box in the Site Title section with your site's title. I'm going to set it as The Office Live Guide for the site that I'm building—this article's companion site. Pull down the select options for the font face just above the title. You'll see a choice of seven fonts: Arial, Courier New, Georgia, Tahoma, Times New Roman, Trebuchet MS, and Verdana. Why only seven? After all, Microsoft Word seems to have a hundred. The reason is that in the Web's architecture, the task of displaying a given font is delegated to your browser. Not every browser can display every font. If a browser can't display a font that you've specified, it displays one that it thinks is right. Such a substitution might distort your web page. But these seven fonts are, more or less, the least common denominator; most browsers support them. Therefore, the chances of your web pages being distorted are quite slim if you choose one of these seven. So which of these seven should you choose? Follow this two step process: If one of the fonts in the list looks like the font on your letterhead or the sign above your office, choose that one. Not even close? Choose either Georgia or Verdana. Most fonts, such as Arial or Times New Roman, came to computer displays from the world of print. They were designed to look good on paper. Making a font look good on paper is relatively easy because text is printed on paper in very high resolution. On a monitor, however, pixels of resolution are at a premium. Besides, the resolution can vary from monitor to monitor. Therefore, text will look better onscreen if you use fonts that are designed specifically for monitors rather than using fonts that are grandfathered from the print world. Georgia and Verdana are designed specifically for monitors and so they're the ideal candidates for the text on your web pages. Set the font you've chosen. I've set it to Georgia. Next, pull down the adjacent select options for the font size. You'll see a choice of seven font sizes. They're conveniently numbered from 1 to 7. Size 1 is the smallest and size 7 is the largest. For some inexplicable reason, people often choose a size that's either too big or too small. I recommend size 5 for the title. That's just about right for most websites built with Office Live Small Business. One thing you've got to remember, though, is that: Thou shalt use Georgia or Verdana in size 5 for your site's title is not the eleventh commandment. I've suggested these settings because, in my experience, they are just about right for most websites built with Office Live Small Business. They make the header appear proportionate to the text on the web pages. But, they may not be right for your site if its title or slogan is either too long or too short. Come back and experiment with the font face or size of the header elements if your pages look out-of-whack after you finish building your website. Set the font size you've chosen. I've set it to 5. Although you can choose a color for the title. The choice of color depends on other layout options as well. Although you can make the title bold, italicize it, or underline it, you'd do well by avoiding the temptation. Depending on a combination of factors such as the font face, font size, and resolution of a visitor's monitor, these special effects can make the text quite difficult to read. The last thing you want to do is to inadvertently make the title of your site unreadable. Your Customize Header dialog should now look something like this: Keep the window open; you might as well set a slogan for your website while you're there. What just happened? You just took the first baby steps towards building your website! Agreed, all you did was set the site title—not exactly the kind of stuff that you'd write home about, but it's a fine start nevertheless. Your site's title and slogan, which you'll set in the following section, play an important role in helping people find your site from search engines. Choosing a slogan for your website An Office Live Small Business website's slogan is really just its tagline; so I'll use the terms interchangeably. Successful businesses use catchy taglines to reinforce their brands. What comes to mind when you hear "Just do it!"? Nike. How about "Don't Leave Home Without It"? American Express. And "Eat Fresh"? Subway, of course. See? People subconsciously associate taglines with brands or products. Come to think of it, the whole point of building your website is to reinforce your brand. Naturally, a good tagline will go a long way towards achieving your goal. While a tagline sounds like a no-brainer, not every business has one. If you don't, you're not alone. After all, you can't spend a few million dollars to come up with one the way Nike, American Express, and Subway probably did. But if you happen to have one, it's a good idea to immortalize it on your website. And if you don't, now's the time to scratch the creative side of your brain and think of one. But don't despair if you can't. You may be able to substitute a description of your business for the tagline with good effect. If you've shortened Anthony Donaldson's Vacuum Cleaner Sales, Service, and Rentals Incorporated, to Anthony Donaldson Inc., your tagline can be Vacuum Cleaner Sales, Service, and Rentals, or something to that effect. It may not be as potent as Nike's tagline, but at least it tells people what Anthony Donaldson does for a living. Time for action – setting the site slogan Replace the text Add your site slogan here! in the gray box in the Site Slogan section with your site slogan. I'm going to set it to Build your own website in a day! Pull down the select options for the font face just above the title and set it to the font you've chosen. I'm setting it to Georgia again. Next, pull down the adjacent select options for the font size and set it to 4. Why 4? I didn't pull the number 4 out of a hat. I chose it because size 4 is a size smaller than size 5, the size of my site's title. If your Site Title is set to a size other than five, choose one size smaller than the size of your site's title. As with the Site Title, don't select a color for your Site Slogan. And stay away from the B, I, and U buttons as well. Your Customize Header dialog should now look something like this: Click the OK button at the bottom of the Customize Header dialog. It closes and you arrive back at the Site Designer. Click the View button in Site Designer. You'll be using the View button, and the Save button next to it, quite often. When I want you to click the Save button, I'll simply tell you to save your work. If I want you to click the View button, I'll tell you to preview your website. Whenever I refer to these buttons, directly or indirectly, you now know where to find them. A pop-up message asks you whether you want to save your changes. Click OK. A preview of your site comes up in a new browser window. Notice that the site now displays the new title and slogan, as shown in the following screenshot: After you've admired your handiwork long enough, close the preview window and return to Site Designer. What just happened? You added a slogan to go along with your site's title. Why so much fuss about simply setting the title and slogan? In a word: findability. Findability? I didn't make that word up, by the way. Honest! Well-known web usability expert Jakob Nielsen did. A site is findable if it's easy to find; that is, it appears near the top of search engine results when a person searches for relevant terms. You can find great advice about building usable websites on Mr. Nielsen's website at http://www.useit.com Search engines attach considerable importance to the title of a web page. It tells them what the page is all about. But that's not the only thing they look at. They also try to determine whether the text on the web page has anything to do with its title. Because the slogan appears on every page with the title, a strong correlation between the two and their correlation with the text on your web pages will determine your web page's ranking in search results. To put it mildly, if your site's title and slogan stink, so will its ranking in the search results! Therefore, don't take these settings lightly. If you don't put enough thought behind them, you risk relegating your web pages to obscurity. Have a go hero – experiment with the site title and site slogan Although I handed down the edicts on setting the font face and the font size for the Site Title and the Site Slogan, by no means are my recommendations cast in stone. Although following my recommendations will save you a good deal of time and heartache, you'll do a disservice to yourself if you don't experiment on your own. Depending on how long your Site Title or Site Slogan is, you might find a better combination of these settings if you try out a few variations. Here are a few suggestions: If you've set your font to Georgia, you might want to try Verdana. How about Georgia for the Site Title and Verdana for the Site Slogan? Or vice-versa? Although I've recommended that you set the font size for your Site Slogan a size smaller than the font size for your Site Title, you might want to try a font size two sizes smaller than the size for your Site Title, especially if you've set different fonts for the title and the slogan. Verdana is a wide font. If your site title or slogan has several wide letters like W and M, Verdana may not be the right choice. You might want to try a similar but narrower font, such as Arial. Try out a few variations and settle on one that you like the best. You might want to get an opinion from a friend or a co-worker. And remember, you can come back and play with these settings any time. Pop quiz 1 Which of the following attributes make your website more "findable"? Your site's header Your site's title Your site's font setting Your site's slogan The answer to this quiz is given at the end of this article.

One of the more advanced features of the Facelets framework is the ability to define complex templates containing dynamic nested content. What is a template?The Merriam-Webster dictionary defines the word "template" as "a gauge, pattern, or mold (as a thin plate or board) used as a guide to the form of a piece being made" and as "something that establishes or serves as a pattern." In the context of user interface design for the Web, a template can be thought of as an abstraction of a set of pages in the web application.A template does not define content, but rather it defines placeholders for content, and provides the layout, orientation, flow, structure, and logical organization of the elements on the page. We can also think of templates as documents with "blanks" that will be filled in with real data and user interface controls at request time. One of the benefits of templating is the separation of content from presentation, making the maintenance of the views in our web application much easier. The <ui:insert> tag has a name attribute that is used to specify a dynamic content region that will be inserted by the template client. When Facelets renders a UI composition template, it attempts to substitute any <ui:insert> tags in the Facelets template document with corresponding <ui:define> tags from the Facelets template client document. Conceptually, the Facelets composition template transformation process can be visualized as follows: In this scenario, the browser requests a Facelets template client document in our JSF application. This document contains two <ui:define> tags that specify named content elements and references a Facelets template document using the <ui:composition> tag's template attribute. The Facelets template document contains two <ui:insert> tags that have the same names as the <ui:define> tags in the client document, and three <ui:include> tags for the header, footer, and navigation menu. This is a good example of the excellent support that Facelets provides for the Composite View design pattern. Facelets transforms the template client document by merging any content it defines using <ui:define> tags with the content insertion points specified in the Facelets template document using the <ui:insert> tag. The result of merging the Facelets template client document with the Facelets template document is rendered in the browser as a composite view. While this concept may seem a bit complicated at first, it is actually a powerful feature of the Facelets view defi nition framework that can greatly simplify user interface templating in a web application. In fact, the Facelets composition template document can itself be a template client by referencing another composition template. In this way, a complex hierarchy of templates can be used to construct a flexible, multi-layered presentation tier for a JSF application. Without the Facelets templating system, we would have to copy and paste view elements such as headers, footers, and menus from one page to the next to achieve a consistent look and feel across our web application. Facelets templating enables us to define our look and feel in one document and to reuse it across multiple pages. Therefore, if we decide to change the look and feel, we only have to update one document and the change is immediately propagated to all the views of the JSF application. Let's look at some examples of how to use the Facelets templating feature. A simple Facelets template The following is an example of a simple Facelets template. It simply renders a message within an HTML <h2> element. Facelets will replace the "unnamed" <ui:insert> tag (without the name attribute) in the template document with the content of the <ui:composition> tag from the template client document. template01.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Facelets template example</title><link rel="stylesheet" type="text/css" href="/css/style.css" /></head><body><h2><ui:insert /></h2></body></html> A simple Facelets template client Let's look at a simple example of Facelets templating. The following page is a Facelets template client document. (Remember: you can identify a Facelets template client by looking for the existence of the template attribute on the <ui:composition> tag.) The <ui:composition> tag simply contains the text Hello World. templateClient01.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>ui:composition example</title></head><body><ui:composition template="/WEB-INF/templates/template01.jsf">Hello World</ui:composition><ui:debug /></body></html> The following screenshot displays the result of the Facelets UI composition template transformation when the browser requests templateClient01.jsf. Another simple Facelets template client The following Facelets template client example demonstrates how a template can be reused across multiple pages in the JSF application: templateClient01a.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>ui:composition example</title></head><body><ui:composition template="/WEB-INF/templates/template01.jsf">How are you today?</ui:composition><ui:debug /></body></html> The following screenshot displays the result of the Facelets UI composition template transformation when the browser requests templateClient01a.jsf: A more complex Facelets template The Facelets template in the previous example is quite simple and does not demonstrate some of the more advanced capabilities of Facelets templating. In particular, the template in the previous example only has a single <ui:insert> tag, with no name attribute specified. The behavior of the unnamed <ui:insert> tag is to include any content in the referencing template client page. In more complex templates, multiple <ui:insert> tags can be used to enable template client documents to defi ne several custom content elements that will be inserted throughout the template. The following Facelets template document declares three named <ui:insert> elements. Notice carefully where these tags are located. template02.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title><ui:insert name="title" /></title><link rel="stylesheet" type="text/css" href="/css/style.css" /></head><body><ui:include src="/WEB-INF/includes/header.jsf" /><h2><ui:insert name="header" /></h2><ui:insert name="content" /><ui:include src="/WEB-INF/includes/footer.jsf" /></body></html> In the following example, the template client document defines three content elements named title, header, and content using the <ui:define> tag. Their position in the client document is not important because the template document determines where this content will be positioned. templateClient02.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>ui:composition example</title></head><body><ui:composition template="/WEB-INF/templates/template02.jsf"><ui:define name="title">Facelet template example</ui:define><ui:define name="header">Hello World</ui:define><ui:define name="content">Page content goes here.</ui:define></ui:composition><ui:debug /></body></html> The following screenshot displays the result of a more complex Facelets UI composition template transformation when the browser requests the page named templateClient02.jsf. The next example demonstrates reusing a more advanced Facelets UI composition template. At this stage, we should have a good understanding of the basic concepts of Facelets templating and reuse. templateClient02a.jsf<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>ui:composition example</title></head><body>Facelets Components[ 78 ]<ui:composition template="/WEB-INF/templates/template02.jsf"><ui:define name="title">Facelet template example</ui:define><ui:define name="header">Thanks for visiting!</ui:define><ui:define name="content">We hope you enjoyed our site.</ui:define></ui:composition><ui:debug /></body></html> The next screenshot displays the result of the Facelets UI composition transformation when the browser requests templateClient02a.jsf. We can follow this pattern to make a number of JSF pages reuse the template in this manner to achieve a consistent look and feel across our web application. Decorating the user interface The Facelets framework supports the definition of smaller, reusable view elements that can be combined at runtime using the Facelets UI tag library. Some of these tags, such as the <ui:composition> and <ui:component> tags, trim their surrounding content. This behavior is desirable when including content from one complete XHTML document within another complete XHTML document. There are cases, however, when we do not want Facelets to trim the content outside the Facelets tag, such as when we are decorating content on one page with additional JSF or HTML markup defi ned in another page. For example, suppose there is a section of content in our XHTML document that we want to wrap or "decorate" with an HTML <div> element defined in another Facelets page. In this scenario, we want all the content on the page to be displayed, and we are simply surrounding part of the content with additional markup defined in another Facelets template. Facelets provides the <ui:decoration> tag for this purpose. Decorating content on a Facelets page The following example demonstrates how to decorate content on a Facelets page with markup from another Facelets page using the <ui:decoration> tag. The <ui:decoration> tag has a template attribute and behaves like the <ui:composition> tag. Facelets templating typically uses the <ui:composition>. It references a Facelets template document that contains markup to be included in the current document. The main difference between the <ui:composition> tag and the <ui:decoration> tag is that Facelets trims the content outside the <ui:composition> tag but does not trim the content outside the <ui:decoration> tag. <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>ui:decorate example</title><link rel="stylesheet" type="text/css" href="css/style.css" /></head><body>Text before will stay.<ui:decorate template="/WEB-INF/templates/box.jsf"><span class="header">Information Box</span><p>This is the first line of information.</p><p>This is the second line of information.</p><p>This is the third line of information.</p></ui:decorate>Text after will stay.<ui:debug /></body></html> Creating a Facelets decoration Let's examine the Facelets decoration template referenced by the previous example. The following source code demonstrates how to create a Facelets template to provide the decoration that will surround the content on another page. As we are using a <ui:composition> tag, only the content inside this tag will be used. In this example, we declare an HTML <div> element with the "box" CSS style class that contains a single Facelets <ui:insert> tag. When Facelets renders the above Facelets page, it encounters the <ui:decorate> tag that references the box.jsf page. The <ui:decorate> tag will be merged together with the associated decoration template and then rendered in the view. In this scenario, Facelets will insert the child content of the <ui:decorate> tag into the Facelets decoration template where the <ui:insert> tag is declared. <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN""http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html ><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Box</title></head><body><ui:composition><div class="box"><ui:insert /></div></ui:composition></body></html> The result is that our content is surrounded or "decorated" by the <div> element. Any text before or after the <ui:decoration> is still rendered on the page, as shown in the next screenshot: The included decoration is rendered as is, and is not nested inside a UI component as demonstrated in the following Facelets debug page:

Scripting DragDrop There are two ways that we could go about achieving our objective. We could take the easy way and treat each draggable object as an independent module, with its own independent properties and event handlers. This would make the code simpler, but would mean that we would require a good deal more of it. If there are just one or two objects on your page which can be dragged and dropped then this way is fine. However, when you begin to have more than just a couple of objects that can be moved, the amount of code required to handle these objects efficiently increases dramatically. The second way may be a little more complex and therefore will require a greater degree of understanding. However, this way allows for sharing properties and event handlers across similar drag-and-drop objects. This reduces the overall footprint of your application and saves us an incredible amount of typing. Creating Individual Drag Objects We can look at both methods, so you can see just how much work the second way saves us. We'll start with the easy method. Add the following <script> tag directly before the closing </body> tag: <script type="text/javascript">//create the namespace object for this exampleYAHOO.namespace("yuibook.dd");//define the setDDs functionYAHOO.yuibook.dd.setDDs = function() {//detect the useragentvar ua = YAHOO.env.ua;if (ua.ie != 0) {ua.data = "ie";}//define variablesvar basketTotal = 0;var basketTot = 0;var Dom = YAHOO.util.Dom;//create the 3 DragDropProxy objectsvar dd1 = new YAHOO.util.DDProxy("prod1");dd1.isTarget = false;dd1.scroll = false;var dd2 = new YAHOO.util.DDProxy("prod2");dd2.isTarget = false;dd2.scroll = false;var dd3 = new YAHOO.util.DDProxy("prod3");dd3.isTarget = false;dd3.scroll = false;var basket = new YAHOO.util.DDTarget("basket");//define function to call when dd1 starts being draggeddd1.startDrag = function() {//set cursor position to top-left of proxydd1.setDelta(0,0);}//define function to call when dd1 stops being dragdeddd1.endDrag = function() {}//define function to call when dd1 enters basketdd1.onDragEnter = function(e, id) {//has dd1 been dragged into basket?if (id == "basket") {//add 1 to the total number of itemsbasketTotal += 1;var tot = YAHOO.util.Dom.get("basketTotal")tot.innerHTML = basketTotal;//create new p element to hold product summaryvar p = document.createElement("p");Dom.addClass(p, "prod");p.id = "prod" + basketTotal;//add icon for product 1 to basketvar ico = document.createElement("img");ico.setAttribute("src", "images/prod1_ico.jpg");ico.id = "imageico" + basketTotal;Dom.addClass(ico, "icon");//add product 1 summary to basketp.appendChild(ico);Dom.get("basketBody").appendChild(p);//create new p element for product 1 titlevar p2 = document.createElement("p");var info = Dom.get("prod1info");//is the browser IE?if (ua.data == "ie") {var infos = info.innerHTML.split("<BR>");} else {var infos = info.innerHTML.split("<br>");}//set product 1 titlevar title = document.createTextNode(infos[0]);Dom.addClass(p2, "prodTitle");p2.id = "prodTitle" + basketTotal;//add title to basketp2.appendChild(title);Dom.insertAfter(p2, Dom.get(ico));//create p element for product 1 pricevar p3 = document.createElement("p");var price = document.createTextNode(infos[1]);Dom.addClass(p3, "prodPrice");p3.id = "prodPrice" + basketTotal;//add product 1 price to basketp3.appendChild(price);Dom.insertAfter(p3, Dom.get(p2));//update total basket priceprice = Dom.get(p3).innerHTML;var rawPrice = price.slice(1,6);var cost = parseFloat(rawPrice);basketTot += cost;var newBasketTot = Dom.get("basketCost");newBasketTot.innerHTML = basketTot;}}//define function to call when dd2 starts being draggeddd2.startDrag = function() {dd2.setDelta(0,0);}//define function to call when dd2 stops being draggeddd2.endDrag = function() {}//define function to call when dd2 enters basketdd2.onDragEnter = function(e, id) {if (id == "basket") {//add 1 to the total number of itemsbasketTotal += 1;var tot = YAHOO.util.Dom.get("basketTotal")tot.innerHTML = basketTotal;//create new p element to hold product summaryvar p = document.createElement("p");Dom.addClass(p, "prod");p.id = "prod" + basketTotal;//add icon for product 2 to basketvar ico = document.createElement("img");ico.setAttribute("src", "images/prod2_ico.jpg");ico.id = "imageico" + basketTotal;Dom.addClass(ico, "icon");//add product 2 summary to basketp.appendChild(ico);Dom.get("basketBody").appendChild(p);//create new p element for product 2 titlevar p2 = document.createElement("p");var info = Dom.get("prod2info");//is the browser IE?if (ua.data == "ie") {var infos = info.innerHTML.split("<BR>");} else {var infos = info.innerHTML.split("<br>");}//set product 2 titlevar title = document.createTextNode(infos[0]);Dom.addClass(p2, "prodTitle");p2.id = "prodTitle" + basketTotal;//add title to basketp2.appendChild(title);Dom.insertAfter(p2, Dom.get(ico));//create p element for product 2 pricevar p3 = document.createElement("p");var price = document.createTextNode(infos[1]);Dom.addClass(p3, "prodPrice");p3.id = "prodPrice" + basketTotal;//add product 2 price to basketp3.appendChild(price);Dom.insertAfter(p3, Dom.get(p2));//update total basket priceprice = Dom.get(p3).innerHTML;var rawPrice = price.slice(1,6);var cost = parseFloat(rawPrice);basketTot += cost;var newBasketTot = Dom.get("basketCost");newBasketTot.innerHTML = basketTot;}}//define function to call when dd3 starts being draggeddd3.startDrag = function() {dd3.setDelta(0,0);}//define function to call when dd3 stops being draggeddd3.endDrag = function() {}//define function for when dd3 enters basketdd3.onDragEnter = function(e, id) {if (id == "basket") {//add 1 to the total number of itemsbasketTotal += 1;var tot = YAHOO.util.Dom.get("basketTotal")tot.innerHTML = basketTotal;//create new p element to hold product summaryvar p = document.createElement("p");Dom.addClass(p, "prod");p.id = "prod" + basketTotal;//add icon for product 3 to basketvar ico = document.createElement("img");ico.setAttribute("src", "images/prod3_ico.jpg");ico.id = "imageico" + basketTotal;Dom.addClass(ico, "icon");//add product 3 summary to basketp.appendChild(ico);Dom.get("basketBody").appendChild(p);//create new p element for product 3 titlevar p2 = document.createElement("p");var info = Dom.get("prod3info");//is the browser IE?if (ua.data == "ie") {var infos = info.innerHTML.split("<BR>");} else {var infos = info.innerHTML.split("<br>");}//set product 3 titlevar title = document.createTextNode(infos[0]);Dom.addClass(p2, "prodTitle");p2.id = "prodTitle" + basketTotal;//add title to basketp2.appendChild(title);Dom.insertAfter(p2, Dom.get(ico));//create p element for product 3 pricevar p3 = document.createElement("p");var price = document.createTextNode(infos[1]);Dom.addClass(p3, "prodPrice");p3.id = "prodPrice" + basketTotal;//add product 3 price to basketp3.appendChild(price);Dom.insertAfter(p3, Dom.get(p2));//update total basket priceprice = Dom.get(p3).innerHTML;var rawPrice = price.slice(1,6);var cost = parseFloat(rawPrice);basketTot += cost;var newBasketTot = Dom.get("basketCost");newBasketTot.innerHTML = basketTot;}}}//execute setDDs when DOM is readyYAHOO.util.Event.onDOMReady(YAHOO.yuibook.dd.setDDs);</script> All of the code here sits within the setDDs() function, which is called using the Event utility's onDOMReady() method. The first section of code within the setDDs() function uses the .env.ua() method of the YAHOO global object to determine the user-agent string of the browsing environment. We can use this as a quick and easy way of detecting the browser being used to view the page. The ie property exists within the ua object even if IE is not in use, but if it isn't in use, the property is set to 0. Therefore, if the ie property does not equal to 0 it means that IE is the browser currently being used. In this case, the ie property will hold an integer representing the version of IE in use. When IE is being used, we set the data property of our ua variable to the string ie. We then create a series of variables for use in the script. The last variable is created purely for convenience. We'll be making heavy use of the DOM utility during this example, so defining that first part of the DOM call as a short variable helps make things easier on us. Next we create all three of the individual DDProxy objects. Remember, in this implementation, each object has to have its own properties and event handlers defined for it. We also define the basket as a DDTarget so that we can make use of the .onDragEnter() method. Because we want each product to interact only with our shopping basket and not the other products on the page, we have to set the .isTarget property to false. As well as being able to specifically create drop targets using the YAHOO.util.DDTarget class, any drag object is by default also a drop target. Additionally, we can switch off the .scroll property, which causes the viewport to scroll indefinitely when the dragged object exceeds the window boundary. Using DragDrop Events Three event handlers are required for this example: startDrag, endDrag, and onDragEnter. The startDrag event fires as soon as the left mouse button has been held down for the required length of time on a drag object, or the pointer moves the specified number of pixels. The .setDelta() method used in the startDrag event handler allows us to control where the pointer is relative to the drag object, or in this case, the proxy element. By specifying 0,0 as arguments for this method, we are instructing the pointer to appear at the top-left corner of the proxy element. This is needed so that the element is placed back where it began instead of where the pointer was relative to the drag object when the drag began. The endDrag event fires when a mouseup event is detected on the object being dragged. The anonymous function here has a very special purpose, even though it is just an empty function.What it does is ensure that the item being dragged is returned to its original position once it has been dropped instead of remaining where it was dropped. This is important because if we didn't keep the listing pictures in their proper locations, the page would soon be littered with abandoned drag objects. The onDragEnter event fires when the moving object is dragged over a legal target. Since the shopping basket is the only valid target on the page, this will fire whenever a product object is dragged over the basket. This function is where the bulk of our code lies. Two arguments are specified for this function. The first is the event object, which is automatically passed to our handler. The second argument is the id of the element that triggered the event, which in this example will be the basket. We first use our YAHOO.util.Dom shortcut to get the <span> element displaying the number of items in the basket, then use the innerHTML property to alter this value in accordance with the basketTotal variable. We create a new paragraph element and give it a class of prod. This new element will act as a container for a short summary of the item placed in the basket. We can go ahead and create the different items that will make up this short description of the product that has been purchased. A new <img> element is created and stored in the ico variable. Its src attribute is set to the icon representing the product. We then give it a class name so that we can style it and an id attribute so that we can identify it. Once created and configured, we can append the <img> to the new <p> element, and then append the <p> element to the body of the basket. Now let's work on extracting some of the listing description to display in the basket. We create another new <p> element and give it a class of prodTitle. We then need to do more detection to determine which product was dropped, getting the full listing text of the product in the title variable once we have. Each part of the listing text is separated by a <br> element, so we can create an array of each different bit of information contained in the listing text using the .split() method. This is the part of the script where we use the information gathered from the ua property earlier on. IE for some reason capitalizes all HTML elements in the DOM. This means that IE sees <BR> tags, while other browsers see <br>, and is the reason we need the if statement to determine the browser in use. The first item in the infos array is the name of the product, so we can use this as the title for the product summary and create a new textNode based on it. This title element is then inserted into the DOM directly after the icon element using the DOM utility's .insertAfter() method, which takes the element to insert and the element it should be inserted after as arguments. For good measure, let's add the price of the product to the product summary. A final element is created to hold a new textNode comprised of the second item in the infos array, which happens to be the price of the product. The class for the new <p> element is set and it is then inserted as a sibling of the previous element that was created. At the bottom of our basket is a price indicator showing the total cost of all items in the basket; we can easily update this using the same method as we updated the basket contents total earlier on. We recycle the price variable, updating it with the HTML element from the basket. As the price is currently a text string rather than a number, we have to convert it. Before we can do this however, we need to remove the currency symbol from the front of it, which we can do with the .slice() method. Then we can use the standard JavaScript parseFloat math function to convert the remaining string into a true floating-point number. We can then update the current cost by adding the cost of the dropped product to it. Finally, we set the innerHTML property of the basketCost span element to the new total. As each drag object is completely independent, the rest of our script is made up of identical event handlers tied to the other drag objects (products 2 and 3). This is what bloats our code to three times the size it actually needs to be, and imagine how much typing would need to be done if there were 30 products on the page

Now that SpamAssassin is installed, we need to configure the system to use it. SpamAssassin can be used in many ways. It can be integrated into the MTA for maximum performance; it can run as a daemon or a simple script to avoid complexity; it can use separate settings for each user or use a single set of settings for all users; and it can be used for all accounts or just for the chosen ones. In this article, we will discuss using SpamAssassin in three ways. The first method is with Procmail. This is the simplest method to configure and is suitable for low-volume sites, for example, less than 10,000 e-mails a day. The second method is to use SpamAssassin as a daemon. This is more efficient, and can still be used with Procmail, if desired. The third method is to integrate SpamAssassin with a content filter such as amavisd. This offers performance advantages, but occasionally the content filter does not work with the latest release of SpamAssassin. Problems, if any, are usually resolved quickly. To help you get the most out of SpamAssassin, Packt Publishing has published SpamAssassin: A practical guide to integration and configuration, (ISBN 1-904811-12-4) by Alistair McDonald. Using SpamAssassin with Procmail Before we configure the system to use SpamAssassin, let's consider what SpamAssassin does. SpamAssassin is not an e-mail filter. A filter is something that changes the destination of an e-mail. SpamAssassin adds e-mail headers to an e-mail message to indicate if it is spam or not. Consider an e-mail with headers like this: Return-Path: <user@domain.com>X-Original-To: jdoe@localhostDelivered-To: jdoe@host.domain.comReceived: from localhost (localhost [127.0.0.1])by domain.com (Postfix) with ESMTP id 52A2CF2948for <jdoe@localhost>; Thu, 11 Nov 2004 03:39:42 +0000 (GMT)Received: from pop.ntlworld.com [62.253.162.50]by localhost with POP3 (fetchmail-6.2.5)for jdoe@localhost (single-drop); Thu, 11 Nov 2004 03:39:42 +0000(GMT)Message-ID: <D8F7B41C.4DDAFE7@anotherdomain.com>Date: Wed, 10 Nov 2004 17:54:14 -0800From: "stephen mellors" <gregory@anotherdomain.com>User-Agent: MIME-tools 5.503 (Entity 5.501)X-Accept-Language: en-usMIME-Version: 1.0To: "Jane Doe" <jdoe@domain.com>Subject: nearest pharmacy onlineContent-Type: text/plain;charset="us-ascii"Content-Transfer-Encoding: 7bit SpamAssassin will add header lines. X-Spam-Flag: YESX-Spam-Checker-Version: SpamAssassin 3.1.0-r54722 (2004-10-13) onhost.domain.comX-Spam-Level: *****X-Spam-Status: Yes, score=5.8 required=5.0 tests=BAYES_05,HTML_00_10,HTML_MESSAGE,MPART_ALT_DIFF autolearn=noversion=3.1.0-r54722 SpamAssassin doesn't change the destination of the e-mail, all it does is add headers that enable something else to change the destination of the e-mail. The best indication that an e-mail is spam is the X-Spam-Flag. If this is YES, SpamAssassin considers the mail to be spam and it can be filtered by Procmail. SpamAssassin also assigns a score to each e-mail—the higher the score, the more likely that the e-mail is spam. The threshold that determines if an e-mail is spam can be configured on a system-wide or per-user basis. The default of 5.0 is a sensible default if you are using an unmodified installation of SpamAssassin without any custom rulesets. Global procmailrc file Let's suppose that we want to check all incoming e-mail for spam using SpamAssassin. Commands in the /etc/procmailrc file are run for all users, so executing SpamAssassin here is ideal. The following simple recipe will run SpamAssassin for all users when placed in /etc/procmailrc: :0fw| /usr/bin/spamassassin To place all spam in an individual spam folder, ensure that the global/etc/procmailrc file has a line specifying a default destination. For example: DEFAULT=$HOME/.maildir/ If not, then add a line specifying DEFAULT. To filter spam into a folder, add a recipe similar to the following: * ^X-Spam-Flag: Yes.SPAM/new This assumes that each user has a folder called SPAM already configured. To place all the spam in a single, central folder, use an absolute path to the destination in the recipe: * ^X-Spam-Flag: Yes/var/spool/poss_spam This will place all spam in a single folder, which can be reviewed by the system administrator. As times, regular e-mail may occasionally be wrongly detected as spam, the folder should not be world-readable, which leads to a more generalized statement. SpamAssassin will be run under the system account used by Postfix. This means that the Bayesian database and the auto-whitelists and blacklists will be shared by all users. From a security point of view, it's important that the various databases that SpamAssassin creates are not world-writable. SpamAssassin stores user-specific files in the ~/.spamassassin/ directory. Here is a list of fi les that may be present for a user: //===INSERT TABLE 01=== Some of them may contain confidential data—for example, regular contacts will appear in the auto-whitelist files. Careful use of permissions will ensure that the files are not readable by regular user accounts. Using SpamAssassin on a per-user basis Perhaps some users don't receive spam, or there may be issues with users sharing whitelists and Bayesian databases. SpamAssassin can be run on an individual basis by moving the recipes to the ~/.procmailrc of specific users. This should increase the filtering performance for each user, but increases disk space usage for each user and requires setting up each individual user account by modifying its ~/.procmailrc. A typical user's .procmailrc might look like this: MAILDIR=$HOME/.maildir:0fw| /usr/bin/spamassassin:0* ^X-Spam-Flag: Yes.SPAM/cur As suggested, e-mail may sometimes be wrongly detected as spam. It's worthwhile reviewing spam to ensure that legitimate e-mails have not been wrongly classified. If the user receives a lot of spam, then wading through it all is time consuming, tedious, and error prone. Procmail can filter spam by checking the spam score written in the e-mail headers by SpamAssassin. The low-scoring spam (for example, scoring up to 9) can be placed in one folder called Probable_Spam, while higher scoring e-mails (which are more likely to be spam) can be placed a folder called Certain_Spam. To do this, we use the X-Spam-Level header, which SpamAssassin creates. This is simply the number of asterisks, related to the X-Spam-Level value. By moving e-mail with more than a certain number of asterisks to the Certain_Spam folder, the remaining spam is "Probable Spam". E-mail that is marked with X-Spam-Flag: NO, is obviously not spam. The following .procmailrc file will filter high scoring spam separately from low scoring spam and non spam: MAILDIR=$HOME/.maildir:0fw| /usr/bin/spamassassin:0* ^X-Spam-Level: **************.Certain_Spam/cur:0* ^X-Spam-FLAG: YES.Probable_Spam/cur Using SpamAssassin as a daemon with Postfix A daemon is a background process; one that waits for work, processes it, and then waits for more work. Using this approach actually improves performance (as long as there is sufficient memory) because responsiveness is improved—the program is always ready and waiting and does not have to be loaded each time spam tagging is required. To use SpamAssassin as a daemon, a user account should be added—it's dangerous to run any service as root. As root, enter the following commands to make a user and a group called spam: # groupadd spam# useradd -m -d /home/spam -g spam -s /bin/false spam# chmod 0700 /home/spam To configure Postfix to run SpamAssassin, use SpamAssassin as a daemon. The Postfix master.cf file must be changed. Edit the file and locate the line that begins with 'smtp inet'. Amend the line to add -o content_filter=spamd to the end. smtp inet n - n - - smtpd -o content_filter=spamd Add the following lines to the end of the file: spamd unix - n n - - pipeflags=R user=spam argv=/usr/bin/spamc-e /usr/sbin/sendmail -oi -f ${sender} ${recipient} If the text is spread across several lines, any continuing line must begin with spaces as shown. The changes to the file define a filter called spamd that runs the spamc client for each message and also specifies that the filter should be run whenever an e-mail is received via SMTP. On this line, spamd is the name of the filter and matches the name used in the content_filter line. The user= portion specifies the user context that should be used to run the command. The argv= portion describes the program that should be run. The other flags are used by Procmail and their presence is important. Using SpamAssassin with amavisd-new amavisd-new is an interface between MTAs and content checkers. Despite its name, amavisd-new is a well-established open source package that is well maintained. Content checkers scan e-mail for viruses and/or spam. amavisd-new is slightly different. Just like like spamd, it is written in Perl and runs as a daemon, but instead of accessing SpamAssassin via the spamc or spamassassin clients, it loads SpamAssassin into memory and accesses the SpamAssassin functions directly. It is therefore closely coupled to SpamAssassin and may need to be upgraded at the same time as SpamAssassin. Unlike other Perl-based applications and utilities, amavisd-new is not available from CPAN. However, it is available in source form and RPM form for many distributions of Linux, and is also available for debian-based repositories. Details of versions available are listed on http://www.ijs.si/software/amavisd/#download. We recommend that if the version of SpamAssassin that your distributor offers is up-to-date, then you should use their package of both SpamAssassin and amavisd.

As good as the Moodle quiz module is at recognizing the correctness of our students' answers, we quickly run into problems when we need Moodle to recognize, for example, that 3a+2b is exactly the same as 2b+3a . To accomplish this, we're going to need a Computer Algebra System (CAS). The Maxima system (more on this later) has been successfully integrated into Moodle, thanks to the work carried out by Chris Sangwin and Alex Billingsley at the University of Birmingham in the UK. In this article, we will also learn how to perform these tasks: Install and integrate STACK into Moodle Create questions that can be automatically marked using STACK Let's start by adding numeric questions into the course question bank. Creating quizzes Creating a quiz in Moodle is a two-stage process. First, we add our questions to the question bank (each course has its own question bank). Once we've added questions to the question bank, we can add a quiz activity to the course and then choose questions to add to it from the question bank. What are the advantages of having a two-stage process? I worked in much the same way creating quizzes before I started with Moodle. My bookshelf of math books was my question bank, and I would take questions from there to add into my quizzes. Here are just a few of the advantages: If there is a particular point you want to reinforce, then it's easy to include the same question in different quizzes throughout your course. It's easy to share your questions with other Moodle courses. For example, questions on the Pythagorean Theorem are relevant to pure math, mechanics, engineering, and physics. Questions can be exported from and imported into the question bank. This means converting questions over to Moodle is a job that can be shared between colleagues. Here's a basic Pythagorean Theorem question I converted over to Moodle: Question types However, I don't want to convert just this single question over to Moodle; I also want to have questions similar to this one but with different numbers. I want those numbers chosen randomly by Moodle, so I don't have to keep thinking up different numbers each time I set the quiz. The question type I need is Calculated, which we'll learn about in the next section. Calculated question type Let's learn how to add a calculated question to the course question bank now: Return to your course's front page, and click on Questions in the course Administration block: The course Question bank is displayed. From the Create new question drop-down menu, choose Calculated: Give the question a name. Make sure it's a name that you (and, potentially, your colleagues) can recognize when it's in the question bank. Don't call it '1', 'i', or 'a)' because you don't know where it will appear in the quiz. Now, supply the question text: Notice that I have used placeholders in the text, {a} and {b}. We will be configuring Moodle to replace those with numbers shortly. Scroll down to the Answer box. We need to enter the correct calculation into the Correct Answer Formula edit box (don't include a '=' in your answer): The students need to give the correct answer (exactly), but don't worry about the Tolerance setting: leave it set to 0.01. Set the Grade to 100%. I want the students to give their answers to three significant figures, and to that end I needed to click on the Correct answer shows drop-down menu, set that to 3, and change the Format to significant figures: Scroll down to the bottom of the page, and click on the Next Page button. You are now taken to the Choose dataset properties page. The numbers for the variables {a} and {b} will be chosen from a dataset. I want to use my own datasets for each variable. Select will use a new shared dataset for both drop-downs: Click on the Next Page button. You are taken to the Edit the datasets page. Now, we can specify the range of values for {a} and {b}: We need to add numbers to this dataset. I want to add 20 possible pairs of numbers for {a} and {b}. Scroll down to the Add box, select 20 items from the item(s) drop-down menu and click on the Add button: Twenty pairs of numbers are now added to the dataset. Moodle will choose pairs of numbers in this dataset when the student is presented with the question. If you want to alter any of the numbers Moodle has automatically generated for us, you can do so in the second-half of the page. Scroll down to the very bottom of the page, and click on the Save changes button. Our new calculated question is now added to the question bank: To recap, we have seen that creating a calculated question is a two-step process. First, we need to specify the question text. The question text contains variables that Moodle will then replace with random values when the quiz is taken. Then, we need to specify datasets for each of the variables, from which Moodle will choose the values when the quiz is taken. We can have Moodle choose the numbers for us, or we can select our own.

Adding a math quiz Once we've added a question or two to the question bank, we can add a quiz to our course. I want a simple quiz where each student is allowed one attempt with no help along the way. Let's see how to achieve this now: Return to your course's front page, choose a topic, click on the Add an activity drop-down menu, and select Quiz from the list. Give the quiz a name (this will appear on the course's front page) and, if you wish, you can specify a short introduction: Scroll down to the Attempts box. Set Attempts allowed to 1 and Adaptive mode to No: Scroll down to the bottom of the page, and click the Save and display button. A split screen page is displayed with the course question bank on the right and the (currently empty) quiz on the left: To add questions from the question bank to the quiz, simply select them and click on the Add to quiz button: The questions are now added to the quiz. You'll now see them listed on the left-hand side of the page: To preview the quiz, click on the Preview tab at the top of the page: That's it! The quiz is now configured. Recall that I set Adaptive mode to No. Adaptive mode adds a Submit button to each question, allowing students (with some suitable feedback from me) to learn from their mistakes as they work through the quiz. Try experimenting with this setting. See how your students behave with the Submit button. For example, don't let them think that they can guess a multiple choice answer until they eventually get it right. Remind them that they'll be penalized for each wrong answer. Encouraging students as they attempt the quiz You've seen that there are a lot of settings I've simply ignored as I've configured this quiz. Return to your course's front page, and click on Questions from the course administration block to open the course Question bank. Click on the edit icon next to the numerical question we configured earlier in this article. (Have you spotted that you can tell what type of question it is from the icon on the far-right? Hover the mouse pointer over the icon.): Remember how I mentioned that I'd started filling out feedback? I'm going to finish doing that now in this question by giving some General feedback: When you are happy with your feedback, remember to scroll to the bottom of the page and click on the Save changes button. Now, return to your course's front page, turn editing on, and click on the update icon next to the quiz we added in the previous section: On the quiz configuration page, scroll down to the Attempts section and set Adaptive mode to Yes: Scroll to the bottom of the page, and click on the Save changes button. Preview the quiz now, and notice that under each question there is a Submit button. Experiment with entering both correct and incorrect responses. Click on the Submit button, and see how Moodle reacts by giving the student our feedback. Remember: if you are planning to use Adaptive mode, then it's worth reminding your students that they will be penalized if they get an answer wrong! Reporting quiz results What's great about a Moodle quiz is the detailed reporting Moodle provides for us. Here is an example of the report page for my quiz once a student has attempted it. (In fact, this is a colleague of mine helping me to check that my feedback is understandable!): Such reporting not only allows us to see what our students have been up to, but I also find it an invaluable tool for determining the success of my teaching. Once someone has attempted your quiz, you can no longer modify it (add or remove questions). You will need to delete the attempts to unlock the quiz.

Introduction to Business Rules Management Let us start by understanding some key concepts around business rules. What are Business Rules? Business rules can be defined as the key decisions and policies of the business. Rules are virtually everywhere in an organization; an example is the rule in a bank to deny a loan for a customer if his or her annual income is less than $15,000. We can generally categorize business rules under the following categories: Business Policies: These are rules associated with general business policies of a company, for example, loan approval policies, escalation policies, and so on. Constraints: These are the rules which business has to keep in mind, and work within the scope of while going about their operations. Rules associated with regulatory requirements will fall under this category. Computation: These are the rules associated with decisions involving any calculations, for example, discounting rules, premium adjustments, and so on. Reasoning capabilities: These are the rules that apply logic and inference course of actions based on multiple criteria. For example, rules associated with the up-sell or cross-sell of products and services to customers based on their profile. Allocation Rules: There are some rules that are applicable in terms of determining the course of action for the process, based on information from the previous tasks. They also include rules that manage the receiving, assignment, routing, and tracking of work. Business Rules Anatomy To understand the anatomy of a business rule, we can divide a business rule primarily into the following four blocks: Definitions of Terms: This helps in providing a vocabulary for expressing the rules. Defining a term acts as the category for the rules. For example, customer, car, claims, and so on define the entities for the business. Facts: These are used to relate terms in definitions with each other. For example, a customer may apply for a claim. Constraints: These are the constraints, limitations, or controls on how an organization wants to use and update the data. For example, for opening an account, a customer's passport details or social security details are required. Inference: This basically applies to logical assertions such as 'if X, then Y' to a fact, and infers new facts. For example, if we have a single account validation rule (if an applicant is a defaulter, then the applicant is high-risk), and we know that Harry (the applicant) has defaulted earlier on his payments for other bank services, we can infer that Harry is a high-risk customer. Automating Business Rules As we discuss the externalization and automation of business rules, it's important to understand the distinction between implicit and explicit rules. An implicit rule can be viewed as a rule that is a part of a larger context within the system. It's like multiple rules that are implemented in traditional applications to implement decision logic, for example, assessing the risk level for a loan. Its implementation is usually part of the application it is being developed for, and is never considered beyond the scope of the application, perhaps to be re-used. So Typically, in the IT world, these implicit rules are embedded within the complex application code and spread across multiple systems, making it extremely difficult to introduce changes quickly, and without creating a domino effect across systems. Some of these issues can be resolved by implementing a Business Rules Management System (BRMS) in collaboration with the BPM system in place. This allows the decision logic, which is being used by the process during its execution, to be driven by a central repository where all the rules are stored and managed. This repository provides a way to abstract the decision logic from the applications, and helps in managing this logic centrally, allowing for better management and flexibility for change and re-use. Hence, these rules are explicit in nature. For the loan approval example, business rules such as these would traditionally be embedded in application code, and might appear in an application as follows: public boolean checkAnnualIncome(Customer customer){boolean declineLoan = false;int income = customer.getincome();if( income < 10000 ){declineLoan = true;}return declineLoan;} The above example shows that this rule is obviously difficult for the business users to understand. In today's world, with the need for an organization to be agile, (considering our previous example) the business has to wait for weeks before a small change can be implemented by IT. What is required is the ability of the business users to define and control their own rules, and to be able to get the changes out in the market faster. Business Rules Management and related technology tries to solve this problem. Automating Business Rules for Business Issues Automation of business rules via BRMS is ideal for use, where the following issues are being faced by an organization: Dynamism and Volatility: Companies need to repeatedly change business policies, procedures, and products to meet the market needs. In this case, the rules change very dynamically, and having a BRMS can help in implementing these changes faster, and reducing the time to market and cost of implementation. Time to Market: In this case, the organization might want a particular set of changes to be released quickly due to market pressure, or to gain a competitive advantage. So, Even though the rules are not changed very often, a delay in their implementation could lead to a serious business loss. In this case, the organization needs to have the ability to get these changes in quickly, without roadblocks, which can be addressed by a BRMS. Regulatory Compliance: Failure to comply with regulatory requirements such as Anti-Money Laundering (AML) laws can result in millions of dollars in fines, and legal issues for the organizations. To solve these issues, institutions can combine business rules with SOA to create an effective strategy for enforcing compliance. Business rules technology helps in implementing these rules quickly, and helps them to be kept up–to-date across an enterprise. Business Participation: There could be rules which might be better off being controlled and owned by the business users. In this case, a BRMS can expose certain rules to be managed and edited by selected business users, providing an easy to use interface. Rules related to product configuration, customer eligibility, discounts and so on, are some examples where business users can manage the rules, and change them as required by changing scenarios. Complexity: Some scenarios, such as complex product and service pricing, require extremely complex dependencies between several rules to implement the scenario logic. These kinds of rules are best suited for implementation inside a BRMS rather than a procedural language, as is being done traditionally. Telecom Fraud Management, for example, is an area where rules management is being used along with BAM to identify potential frauds. There are similar applications in credit card and banking industries. Consistency: Rules managed centrally provides a more consistent way of managing certain policies requiring re-use and consistency across the enterprise. This is especially true in cases where inconsistency was an issue due to multiple applications, databases, and different lines of businesses. Business Rules Management, BPM, and SOA Business Rules Management, BPM, and SOA share a synergistic relationship, especially, when used together to provide agility to an organization. The term 'Agility' can be defined as "the ability of an enterprise to sense and predict change in their environment and respond quickly, efficiently, and effectively to that change". Agility, requires the organization to be flexible enough in introducing change and in modifying their current operations, to achieve higher levels of performance or output. A process-driven approach to SOA allows business users to introduce changes to the process for faster execution, and with less cost. This value is amplified by using a Business Rules platform alongside process orchestration. If we look at the BPM reference architecture again, rules functionality features in various layers of the architecture, in the initial rules discovery phase, during process mapping, and in its orchestration in the SOA environment. Business Rules-related technologies have been in the market for a number of years now. However, with the acceptance of BPM and SOA as enablers for increasing an organization's agility, today's enterprises are increasingly looking at using rules management to externalize their rules. Business rules management helps automate decisions and apply policies within processes. Automation of these decisions requires determining the meaning of a given situation, and applying a business policy in response to this. Business rules platforms provide tools to define this 'reasoning' logic for use by either developers or business analysts, and business stakeholders. Organizations are looking at Business Rules Management to deploy rules related to policy decisions, work allocation, compliance and control, business exception management, and even data validation. For example, a major financial services company uses business rules to apply privacy and anti-fraud policies to all of its transactions. Even more, these Business Rules are being considered as an asset for an organization that should be managed centrally and re-used across departments and systems, instead of being hard-coded into an application. So, it is important to ensure that business rules have a place in your SOA. Carefully defining and exposing your rules as services will enable all of the applications and services within your architecture to have simple access to a common rules repository. From an SOA perspective, before beginning a business rules implementation, you should: Incorporate a business rules platform into your SOA: This would be a service-enabled repository of your business rules, where instead of data you would maintain and execute rulesets using a business rules engine. Create standards and best practices for developing business rules: To maximize benefits from your rules implementation, you should focus on developing common standards and best practices for discovery, design, development, and interfacing of your rules. Some of the best practices for writing and designing business rules are: Declarative: Business rules should be declared, and not stated as procedures as in coding. How a rule will be enforced should not be part of a rule definition. For example, "If the customer is a premium customer, offer him further 5% discount." Precise: It's easier for business rules definitions to be misinterpreted due to the use of natural language syntax by business. One business rule should be open to only one interpretation, and would need rephrasing if it was found to be ambiguous. Consistency and non-redundancy: Business rules should be consistent and not conflict other rules. Similarly, you should look out for business rules that are redundant. Business Focused and Owned: Business rules should be declared using the business vocabulary so that they can understood by relevant business stakeholders. Avoid using technical jargons in business rules. Also business rules are best left under the ownership of the business, community, as that is the source for the rules. Key Considerations for Selecting a BRMS The following are some key considerations when selecting a BRMS to work with BPM and SOA: Standards-based Integration capability: The ability to integrate with the SOA landscape using a service layer. Business User Interface: The ability to provide the capability for business users to access and modify business rules through a user-friendly interface. Rule Language: The ability to provide support for natural languages for easily expressing a complex set of rules. Performance: The ability to provide support for high-volume transactions for mission-critical applications, which is normally measured in terms of the number of rules processed per second. Rules Monitoring and Reporting: The ability to feature support for rules debugging, rules reporting, and real time monitoring of rules. Rules Repository: The ability to provide a centralized repository for storing all rule-specific artifacts. The repository should also support change management by storing different versions of rules, and providing audit capabilities. Key components of a BRMS—A Brief Look into Oracle Business Rules Typically, a BRMS will comprise four main components: Business UI: This is a user interface component for writing and editing business rules. Typically, it will be a web-based interface for business users to log in and access existing business rules, create new ones, and so on. Rules Development Environment: Developers will be working in this environment to convert business rules defined by business users into code that can be implemented in the business rules engine. This will be also an environment where the service layer for the rules will be defined and implemented for integration with other applications and SOA components. Rules Repository: This will be a centralized repository where all rules-related information will be stored. Rules Execution Engine: This is the heart of the rules management system and will be responsible for executing the business rules in the run time environment. In SOA terms, this component will receive request for rules processing from the business process orchestration environment, based on which, it will run appropriate rules and provide decision information that will be sent back to the orchestration layer. Oracle also provides a suite of components under its Oracle Business Rules product to support rules management and execution, which are as follows: Oracle Rule Author: Rule Author provides a web-based graphical authoring environment that enables the easy creation of business rules via a web browser. The application developer uses Rule Author to define a data model and an initial set of rules. The business analyst uses Rule Author either to work with the initial set of rules, or to modify and customize the initial set of rules according to business needs. Using Rule Author, a business analyst can create and customize rules with little or no assistance from a programmer. Rules Engine: This is the heart of the rules system and executes and manages rules in a proper and efficient manner. This allows inference-based rule execution, based on the very popular Rete algorithm. The Rete algorithm is an efficient pattern-matching algorithm used for rules and facts, and stores partially-matched results in a single network of nodes in current working memory, allowing the rules engine to avoid unnecessary rechecking when facts are deleted, added, or modified. Oracle's rules engine provides a data-driven forward-changing system. This means that the facts will determine which rules can be triggered. When a particular rule is triggered, based on pattern matching within a set of facts, the rule may further add new facts. The new facts are again run against the rules as an iterative process untill it reaches an end state. This allows rules to be interlinked and triggered in a cycle, also referred to as an inference cycle.The rules engine also provides a web service interface with its SOA environment using 'Decision Services', which is available in a JDeveloper environment during the coding of business processes in BPEL. This can also be used to make a web service call to rules running in the rules engine. It also exposes a Rules API, which is based on JSR 94, a runtime specification for rules engines to integrate business rules application with other applications in an organization. Rule Repository: A rule repository is the database that stores business rules. The Oracle rules repository allows rules to be grouped as rulesets, and make it part of the rules dictionary in a central repository. These dictionaries can be versioned for better governance. Oracle's rules repository supports a WebDAV (Web Distributed Authoring and Versioning) repository and a file repository. Rules SDK: This allows users to develop and integrate the Rules Repository in to a custom authoring environment. This component also allows the development of a customized UI for business users to access and update the Rules repository, if required.

Objects confused us, when we started using CodeIgniter. Coming to CodeIgniter through PHP 4, which is a procedural language, and not an object-oriented (OO) language. We duly looked up objects and methods, properties and inheritance, and encapsulation, but our early attempts to write CI code were plagued by the error message "Call to a member function on a non-object". We saw it so often that we were thinking of having it printed on a T-shirt. To save the world from a lot of boring T-shirts, this article covers the way in which CI uses objects, and the different ways you can write and use your own objects. Incidentally, we've used "variables/properties", and "methods/functions" interchangeably, as CI and PHP often do. You write "functions" in your controllers, for instance, when an OO purist would call them "methods". You define class "variables" when the purist would call them "properties". Object-oriented programming We assume that you have basic knowledge of OOP. You may have learned it as an afterthought to "normal" PHP 4. PHP 4 is not an OO language, though some OO functionality has been stacked on to it. PHP 5 is much better, with an underlying engine that was written from the ground up with OO in mind. You can do most of the basics in PHP 4, and CI manages to do everything it needs internally in either language. The key thing to remember—when an OO program is running, there is always one current object (but only one). Objects may call each other or hand over control to each other, in which case the current object changes, but only one of them can be current at any time. The current object defines the scope, in other words, the variables (properties) and methods (functions) that are available to the program at that moment. So it's important to know and control the current object. PHP, being a mixture of functional and OO programming, also offers the possibility where no object is current. You can start off with a functional program, call an object, let it take charge for a while, and then return control to the program. Luckily, CI takes care of this for you. The CI super-object CI works by building one super-object—it runs the entire program as one big object, in order to eliminate scoping issues. When you start CI, a complex chain of events occurs. If you set your CI installation to create a log (in /codeigniter/application/config/config.php set $config['log_threshold'] = 4; value. This will generate a log file in /www/CI_system/logs/), you'll see something like this: 1 DEBUG - 2006-10-03 08:56:39 --> Config Class Initialized2 DEBUG - 2006-10-03 08:56:39 --> No URI present. Default controllerset.3 DEBUG - 2006-10-03 08:56:39 --> Router Class Initialized4 DEBUG - 2006-10-03 08:56:39 --> Output Class Initialized5 DEBUG - 2006-10-03 08:56:39 --> Input Class Initialized6 DEBUG - 2006-10-03 08:56:39 --> Global POST and COOKIE datasanitized7 DEBUG - 2006-10-03 08:56:39 --> URI Class Initialized8 DEBUG - 2006-10-03 08:56:39 --> Language Class Initialized9 DEBUG - 2006-10-03 08:56:39 --> Loader Class Initialized10 DEBUG - 2006-10-03 08:56:39 --> Controller Class Initialized11 DEBUG - 2006-10-03 08:56:39 --> Helpers loaded: security12 DEBUG - 2006-10-03 08:56:40 --> Scripts loaded: errors13 DEBUG - 2006-10-03 08:56:40 --> Scripts loaded: boilerplate14 DEBUG - 2006-10-03 08:56:40 --> Helpers loaded: url15 DEBUG - 2006-10-03 08:56:40 --> Database Driver Class Initialized16 DEBUG - 2006-10-03 08:56:40 --> Model Class Initialized At start up, that is, each time a page request is received over the Internet—CI goes through the same procedure. You can trace the log through the CI files: The index.php file receives a page request. The URL may indicate which controller is required, if not, CI has a default controller (line 2). The index.php file makes some basic checks and calls the codeigniter.php file (codeignitercodeigniter.php). require_once BASEPATH.'codeigniter/CodeIgniter'.EXT; The codeigniter.php file instantiates the Config, Router, Input, URL, and other such, classes (see lines 1, and 3 to 9). These are called the base classes—you rarely interact directly with them, but they underlie almost everything CI does. /** ------------------------------------------------------* Instantiate the base classes* ------------------------------------------------------*/$CFG =& load_class('Config');$URI =& load_class('URI');$RTR =& load_class('Router');$OUT =& load_class('Output'); The file codeigniter.php tests to see the version of PHP it is running on, and calls Base4 or Base5 (/codeigniter/Base4.php or codeigniter/Base5.php). if (floor(phpversion()) < 5){load_class('Loader', FALSE);require(BASEPATH.'codeigniter/Base4'.EXT);}else{require(BASEPATH.'codeigniter/Base5'.EXT);} The above snippet creates an object—one which ensures that a class has only one instance. Each has a public &get_instance() function. Note the &—this is assignment by reference. So, if you assign using &get_instance() method, it assigns to the single running instance of the class. In other words, it points to the same pigeonhole. So, instead of setting up lot of new objects, you start building one super-object, which contains everything related to the framework. function &get_instance(){return CI_Base::get_instance();} A security check, /** ------------------------------------------------------* Security check* ------------------------------------------------------** None of the functions in the app controller or the* loader class can be called via the URI, nor can* controller functions that begin with an underscore*/$class = $RTR->fetch_class();$method = $RTR->fetch_method();if ( !class_exists($class)OR $method == 'controller'OR strncmp($method, '_', 1) == 0OR in_array(strtolower($method), array_map('strtolower',get_class_methods('Controller')))){show_404("{$class}/{$method}");} The file, codeigniter.php instantiates the controller that was requested, or a default controller (line 10). The new class is called $CI. $CI = new $class(); The function specified in the URL (or a default) is then called and life, as we know it, starts to wake up and happen. Depending on what you wrote in your controller, CI will initialize the classes you need, and "include" functional scripts you asked for. So, in the log, the model class is initialized (line 16). The boilerplate script, which is also shown in the log (line 13), is the one we wrote to contain standard chunks of text. It's a .php file, saved in the folder called scripts. It's not a class—just a set of functions. If you were writing pure PHP you might use include or require to bring it into the namespace—CI needs to use its own load function to bring it into the super-object. The concept of namespace or scope is crucial here. When you declare a variable, array, object, and so on, PHP holds the variable name in its memory and assigns a further block of memory to hold its contents. However, problems might arise if you define two variables with the same name. (In a complex site, this is easily done.) For this reason, PHP has several set of rules. Some of them are as listed: Each function has its own namespace or scope, and variables defined within a function are usually local to it. Outside the function, they are meaningless. You can declare global variables, which are held in a special global namespace and are available throughout the program. Objects have their own namespaces—variables exist inside the object as long as the object exists, and can only be referenced by using the object. So, $variable, global $variable, and $this->variable are three different things. Remember, $variable and global $variable can't be used in the same scope. So, inside a function you will have to decide if you want to use $variable or global $variable. Particularly before OO, this could lead to all sort of confusions—you may have too many variables in your namespace (so that conflicting names overwrite each other). You may also find that some variables are just not accessible from whatever scope you happen to be. Copying by reference You may have noticed the function &get_instance() in the previous section. This is to ensure that, as the variables change, the variables of the original class also change. As assignment by reference can be confusing, so here's a short explanation. We're all familiar with simple copying in PHP: $one = 1;$two = $one;echo $two; The previous snippet produces 1, because $two is a copy of $one. However, suppose you reassign $one: $one = 1;$two = $one;$one = 5;echo $two; This code still produces $two = 1, because changes made to $one after assigning $two have not been reflected in $two. This was a one-off assignment of the value that happened to be in variable $one at that time, to a new variable $two. Once that is done, the two variables lead separate lives (in just the same way if we alter $two, $one doesn't change). In effect, PHP creates two pigeonholes—called $one and $two. A separate value lives in each. You may, on any occasion, make the values equal, but after that each does its own work. PHP also allows copying by reference. If you add just a simple & to line 2 of the snippet as shown: $one = 1;$two =& $one;$one = 5;echo $two; The code now echoes 5, the change we made to $one is reflected in $two. Changing the = to =& in the second line means that the assignment is "by reference". It looks as if there was only one pigeonhole, which has two names ($one<.i> and $two). Whatever happens to the contents of the pigeonhole is reflected in both $one and $two, as if they were just different names for the same variables. The principle works for objects as well as simple string variables. You can copy or clone an object using the = operator in PHP 4. Or you can clone keyword in PHP, in which case you make a simple one-off new copy, which then leads an independent life. You can also assign one to the other by reference, so the two objects point to each other. Any changes made to one will also happen to the other. Again, think of them as two different names for the same thing.

Add Devices Though we might have, auto-discovered devices on our networks, but sometimes we don't want to add all the available devices on the network to the inventory or it may be that all our devices may not be found. To compensate for both these scenarios, Zenoss allows us to add one device at a time to the device inventory. To add a single device, select Add Device from the navigation panel. The Add Device page is divided into multiple sections for general device information, Attributes, and Relations as shown in the following screenshot. We can be as detailed as we want to be when we add the device manually. However, at a minimum, we should enter a Device Name, Device Class Path,and Discovery Protocol. The Device Name identifies the IP address or resolvable hostname, while the device class sets the monitoring properties we want our device to inherit by default. If the device is not SNMP-enabled, select None, otherwise Zenoss will not add the device.We'll continue We'll continue monitoring our Mill Race location by adding a new Linux server with the following configuration: Device Name: 192.168.1.110 Device Class: /Server/Linux Discovery Protocol: None OS Manufacturer: Ubuntu Location: /Mill Race/Second Floor System: /Development Group: /Developers/Software Testers The Add Device Options table lists the available configuration information we can set when adding a device manually Add Device Options Field Name Description IP Address Enter either an IP address or resolvable host name to identify the device. Device Class Path Select the appropriate device classifications: Ex: /Server/Linux. Discovery Protocol Choose either SNMP or None depending on whether or not you monitor the device with SNMP or not. SNMP Community Enter the community string of the device. The most common default is public.     Attributes SNMP Port The default port for SNMP communication is 161. Tag Number If the device has a tag number, such as a service tag number, enter the value. Serial Number Record the manufacturer's serial number. Production State Select the current state of the device: Ex. Production, maintenance, decommissioned. Priority Highest, high, normal, low, lowest, trivial. Rack Slot Record the physical rack location of the device. Comments Use the comments to enter device specific information, including a description, device users, or who is responsible for the device.     Relations HW Manufacturer Select a manufacturer name from the list. Ex: Cisco or Linksys. HW Product Select a product from the list. The HW Product lists gets populated based on the HW Manufacturer selection. OS Manufacturer Select a manufacturer name from the list. Ex: Microsoft or Fedora Core. OS Product Select from a product from the list. The OS Product lists gets populated based on the HW Manufacturer selection. Location Path Select the location of the device. Create a new location by typing the name in the New Location field and clicking Add. Systems Select a system organizer. Create a new system by typing the name in the New System field and clicking Add. Groups Select a group organizer. Create a new group by typing the name in the New Device Group field and clicking Add. Status Monitor Select a status monitor to define how often the device availability is monitored. The default is localhost. Create a new status monitor by typing the name in the New Status Monitor field and clicking Add. Refer to chapter 06 for configuration information. Performance Monitor Select a performance monitor to define how often device performance data is collected. The default is localhost. Create a new performance monitor by typing the name in the New Performance Monitor field. Refer to chapter 06 for configuration information. The Add Device Status page provides a hyperlink at the bottom of the page that says, "Navigate to device 192.168.1.110." If we click on the device name, the Device Status page is displayed. Device Status The Device status page displays an overview of our device and contains the same information we encountered on the Add Device page. As we look at the Device Status table for 192.168.1.110 as shown in the following screenshot, we can determine several important monitoring statistics in one glance. In our example, the device name and IP address are the same, but they do not need to be the same. If the host has multiple CNAMEs or interfaces, we can specify a name other than the name we used to find the device, via DNS resolution. We may find that we want to implement a custom naming scheme for devices. Regardless of what we name the device, Zenoss uses the IP address to monitor, not the name The Device Status table lists the number of events by severity and color code. The Device Severities table lists Zenoss's severity: Device Severities Color Severity Red Critical Orange Error Yellow Warning Blue Information Grey Debug The Device Status page also lists important statistics of the device. The Availability and Uptime values are automatically calculated, and the Production State and Priority values can be changed via the device's Edit page. We can lock the device to prevent Zenoss from removing or updating the device configuration. The Last Change, Last Collection, and the First Seen values provide a quick way to verify the modeling history of the device by listing the last time Zenoss detected a change with the device configuration and the last time the device was modeled. In the Device Status page, we also see a list of Component Types and the Status of each monitored component. As we build our monitoring solution, the components we monitor will change per device, but common components include SNMP, ipServices, Windows event logs, and syslogs If we look closely at the previous screen shot that shows the status of 192.168.1.110, we notice that the SNMP component displays an error condition. This indicates that our device does not have SNMP installed or is not configured correctly.

Building the Profile The Content Profile module creates a new content type called Profile when it is enabled. By default, this content type is set to be used as a profile. We need to complete a few additional steps to make our profile fully functional. Edit the default settings for the Profile content type Configure the base Content Profile settings Add any required fields to the Profile content type Add any taxonomy terms to the Profile content type Assign rights to create and edit the Profile content type Edit the Settings of the Profile Content Type As mentioned above, when the Content Profile module is enabled, it creates a new content type named Profile. To use this new node type effectively, we need to change the default settings. To do this, click on the Administer | Site building | Content types link, or navigate to admin/content/types. Click the Edit link for the Profile content type. The Automatic Nodetitles module—enabled earlier in the first part of  this article—adds a new fieldset labeled Automatic title generation at the top of the administrative screens where we edit content types. As shown in the preceding screenshot, we have two options. For the first option, we want to select Automatically generate the title and hide the title field. For the second option—Pattern for the title—we should enter [author-name]'s profile. [author-name] is a token; when the node is created, the token will be replaced by the username of the person creating the node. So, if a user named Jill created the profile node, the title would be Jill's profile. The Token module allows us to use a wide range of tokens in addition to [author-name]. To see the full list of available tokens, expand the Replacement patterns fieldset as indicated in the preceding screenshot by Item 1. The settings listed here also need to be adjusted: In the Submission form settings section, delete the Body field label. We do not want this node type to have a body field; we will add all needed fields using CCK In the Workflow settings section, set the Default options to Published, and Attachments to Disabled In the Comment settings section, set the Default comment settings to Disabled After you have made the necessary adjustments, click the Save content type button to submit the form and save your changes. Configure the Base Content Profile Settings To configure the base Content Profile settings, click on the Administer  Site building | Content types link, or navigate to admin/content/types. Click the Edit link for the Profile content type. Then, click the Content Profile tab. The base settings allow us to configure how the node profile will be displayed on the user profile page. As shown in the preceding screenshot, in the User page display style section we have four options: Don't display this content profile on the user account page—only select this option if you will be overriding the core user profile page via the theming layer. This is an advanced theming technique; refer to the handbook page on overriding user profiles at http://drupal.org/node/35728. Display it as link to the profile content—select this option if you only want to link to the full profile node from the user profile page. Display the full content—this option displays the full node on the user profile page. Display the content's teaser—this option displays the teaser view on the profile page. As discussed later in this section, this option provides us some flexibility not found in the other options. For our example, choose this option. The final two options—Include an edit link to the display and Show a link to the content profile creation page, if there is no profile—should both be selected, as they improve usability. The Weight can be left at 0. When these settings have been adjusted as needed, click the Submit button to save the changes. Add Fields to the Profile Content Type Now that we have edited the defaults of the Profile node type, and adjusted the base settings of the Content Profile, we are ready to add fields and taxonomy terms to our profile. The CCK fields and Taxonomies will provide structure to our user profiles. For this example, we want to extend our profile by adding two fields, and one vocabulary. The fields we will add will both be text fields; one for a Brief bio, and the second for a Full bio. We will also add a Vocabulary to the Profile content type called Interests. Adding this vocabulary is covered in the next section of this article. Add the Brief Bio Field To add the text fields, go to the Content Types administration page by clicking the Administer | Content Management | Content Types link, or by navigating to admin/content/types. Click the manage fields link for the profile content type. In the Add section, we want to add a New field. Enter the following values: Label: Brief bio Field name: brief_bio Field type: text Widget type: text area (multiple rows) Click the Save button; this brings up the admin screen where you can configure the field. As shown in the preceding screenshot, the form to configure the text field has two sections: Profile settings and Global settings. Adjusting the Profile Settings In the Profile settings, we have two options; enter the values specified below: Rows: 3 Help text: Enter your brief bio. 500 characters maximum For this example, we do not need to set any Default value. Adjusting the Global Settings In the Global settings, we have four options; enter the values specified below: Required: No; leave unchecked Number of values: 1 Text processing: Plain text Maximum length: 500 For this example, we do not need to set any Allowed values. Once the field has been configured as needed, click the Save field settings button to save your changes. Adding the Full Bio Field Adding the Full Bio is nearly identical to adding the Brief bio. When adding the field, use the following values: Label: Full bio Field name: full_bio Field type: text Widget type: text area (multiple rows) Click the Save button; this brings up the admin screen where you can configure the field. In the Profile settings, enter: Rows: 5 Help text: Enter your full, extended biography. In the Global settings, we enter: Required: No; leave unchecked Number of values: 1 Text processing: Filtered text (user selects input format) Maximum length: none, leave blank Once the field has been configured as needed, click the Save field settings button to save your changes. Adjusting the Field Display As we discussed above when we configured the base options for Content Profiles, we want to show the node teaser on the user profile page. To take advantage of this option, we need to configure how we display our fields. To do this, go to the Content Types administration page by clicking the Administer | Content Management | Content Types link, or by navigating to admin/content/types. Click the edit link for the profile content type, and then, click the Display fields tab. As seen in the preceding screenshot, you can control how fields are displayed in the Teaser view and in the Full node view. In the settings shown in the preceding screenshot, we have set the Brief bio to show on the Teaser view (that is, on the user profile page), and the Full bio to display on the Full node view (that is, when the entire profile is being viewed). Our settings display a truncated overview on the user profile page, with a link to the more detailed full node view. Add Taxonomy Terms to the Profile Content Type As described above, we want to add an Interests vocabulary. To add new vocabularies, click on the Administer | Content management | Taxonomy| link, or navigate to admin/content/taxonomy. Click the Add vocabulary tab. Adding the Interest Vocabulary For Interests, enter the following values: Vocabulary name: Interests Description: none, leave blank Help text: Describe your interests. Separate each interest with a comma Content types: select Profile; leave others unchecked Settings: select Tags; leave others unchecked Weight: -6 Click the Save button to create the new vocabulary. Assign Rights to Profile Nodes Click on the Administer  User Management | Roles| link, or navigate to admin/user/roles. Select the role(s) that you would like to be able to create node-based profiles. Generally, users should be given the rights to create profile content, and edit own profile content. This will allow users to create their own profiles, and update them as needed, but also protects users from accidentally deleting their profile. Only site administrators or especially trusted users should be given the rights to edit any profile content or delete any profile content.

The term "social network" means different things to different people. However, the starting point of any network is the individuals within it. A user profile provides a place for site members to describe themselves, and for other site members to find out about them. In this article, we will examine how to create a user profile that is aligned with the goals of your site. Identifying the Goals of Your Profile User profiles can be used for a range of purposes. On one end of the spectrum, a profile can be used to store basic information about the user. On the other end of the spectrum, a user profile can be a place for a user to craft and share an online identity. As you create the functionality behind your user profile page, you should know the type of profile you want to create for your users. Drupal ships with a core Profile module. This module is a great starting point, and for many sites will provide all of the functionality needed. If, however, you want a more detailed profile, you will probably need to take the next step: building a node-based profile. This involves creating a content type that stores profile information. Node-based profiles offer several practical advantages; these nodes can be extended using CCK fields, and they can be categorized using a taxonomy. In Drupal 6, user profiles become nodes through using the Content Profile module. The most suitable approach to user profiles will be determined by the goals of your site. Using Drupal's core Profile module provides some simple options that will be easy to set up and use. Extending profiles via the Content Profile module allows for a more detailed profile, but requires more time to set up. In this article, we will begin by describing how to set up profiles using the core Profile module. Then we will look at how to use the Content Profile module. Using the Core Profile Module To use the core profile module, click on the Administer | Site building | Modules link, or navigate to admin/build/modules. In the Core – optional section, enable the Profile module. Click the Save configuration button to submit the form and save the settings. Once the Profile module has been enabled, you can see a user's profile information by navigating to http://example.com/user/UID, where UID is the user's ID number on the site. To see your own user profile, navigate to http://example.com/user when logged in, or click the My Account link. The default user profile page exposes some useful functionality. First, it shows the user's profile, and secondly, it provides the Edit tab that allows a user to edit their profile. The Edit tab will only be visible to the owner of the profile, or to administrative users with elevated permissions. Other modules can add tabs to the core Profile page. As shown in the preceding screenshot by Item 1, the core Tracker module adds a Track tab; this tab gives an overview of all of the posts to which this user has participated. As shown in the preceding screenshot by item, the Contact tab has been added by the core Contact module. The Contact module allows users to contact one another via the site. Customizing the Core Profile The first step in customizing the user profile requires us to plan what we want the profile to show. By default, Drupal only requires users to create a username and provide an email address. From a user privacy perspective, this is great. However, for a teacher trying to track multiple students across multiple classes, this can be less than useful. For this sample profile, we will add two fields using the core Profile module: a last name, and a birthday. The admin features for the core profile module are accessible via the Administer | User Management | Profiles link, or you can navigate to admin/user/profile. As seen in the preceding screenshot, the core profile module offers the following possibilities for customization: single-line textfield—adds a single line of text; useful for names or other types of brief information. multi-line text field—adds a larger textarea field; useful for narrative-type profile information. checkbox—adds a checkbox; useful for Yes/No options. list selection—allows the site admin to create a set of options; the user can then select from these pre-defined options. Functionally, this is similar to a controlled vocabulary created using the core Taxonomy module. freeform list—adds a field where the user can enter a comma-separated list. Functionally, this is similar to a tag-based vocabulary created using the core Taxonomy module. URL—allows users to enter a URL; this is useful for allowing users to add a link to their personal blog. date—adds a date field. In our example profile—adding a last name and a birthday—our last name will be a single-line textfield; our birthday will be a date field.