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Getting
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ThE MulTivaluE TEchnology MagazinE i nov/DEc 2008 Approval

Planning for the


Unthinkable
Can Your Business Survive?
Spectrum
Inter natI onal

ThE MulTivaluE TEchnology MagazinE

6 Are You Prepared?


When was the last time you
revisited your business continuity
features I November/December 2008

plan? Take a look at some of these


recommendations on how to ensure
you are not left in the dark.
bY NAthAN RectoR 8 Reporting and business Intelligence tools: tantiva New
product unveiled. Be among the first to learn about this new offering in
Reporting and Business Intelligence Tools. bY chARles bARouch

10 Inside Job Does it really make sense to use a change control tool that
understands MultiValue or are free open market tools a better choice?
Here’s one perspective. bY susAN JoslYN

12 the Art and science of training – Part 2 Considering sharing


your knowledge and experience with others? Learn where to find an
audience and what venue may be best for you. bY chARles bARouch

26 Datasets in uniVerse Add another tool to your programming arsenal.


Learn how UniVerse SQL can help you round up datasets. bY bRIAN leAch

Departments
32 Indexes in openInsight – Part 1: theory Want to cut processing
and reporting time in OpenInsight? Learn about three types of indexes that
can help you do just that. bY MIke RuANe, ReVelAtIoN softwARe

From the Inside


Newsmakers
page 4

page 20
36 Analytical Reporting by Design Diving into a business intelligence
project? Check out this step by step analytical reporting design process
and worksheet that will help ensure your design covers all the important
angles. bY Ross MoRRIsseY
New Products page 22

Tech Tip
Clif Notes
page 30

page 47
40 how to Justify Your Attendance at International spectrum
2009 Want to attend this year’s International Spectrum conference, but
aren’t sure how to get approval from your manager? Check out these tips
for making your business case, including the all important ROI.

International Spectrum and MultiValue


42 Improving existing software: Refactoring – Part 1 Wouldn’t it
be great to be able to pick up one of the programs in your system that has
been extensively modified for twenty years and be able to understand what
are a registered trademark of International
it is doing on the first look? Is this an impossible dream, or a realistic goal?
Spectrum, Inc. All other registered
bY clIftoN olIVeR
trademarks and trademarks are the property
of the respective trademark holders.

I N T E R N A T I O N A L SP E C T R U M N ov e m B e r / D eCe mB er 2008 u 3
Spectrum
I nter na tI onal

From Inside
the
By NathaN RectoR novEMbEr/DEcEMbEr 2008

N a t h a N R e c t o R
President

c l i f t o N o l i v e R
Managing Editor
Happy holidays to all! the attendance, don’t forget that
It’s the end of the year — time the Exhibition Hall is FREE to all S h a N N o N S t o l t z
to relax, family enjoyment, and gift attendees and “walk-ins”. This gives Content Editor

giving — and time to start planning you a chance to see all the tools,
products, and enhancements from t R a c e y R e c t o R
for 2009. Layout
your favorite MultiValue vendors,
Now that 2009 is just around the including seeing new products that
corner, it is time for me to start would benefit your company’s
talking about what is coming up: The business systems.
International Spectrum Conference Learn more about the MultiValue Symbol and see
and Exhibition 2009 in Denver, The Exhibition Hall is open on
what MulitValue Technologies and MultiValue
Colorado on March 23rd – 26th. That Wednesday and Thursday. Full Communities exist to help you support and manage
is less than four months away. Conference attendees get to preview your business and systems. To find out more visit
the Exhibition Hall on Tuesday night http://www.intl-spectrum.com
Have you taken a look at the during the Preview Party.
conference details yet? If not, please MISSION S T A T E M E N T International Spectrum
do. You’ll find many informative To find out more on the 2009 magazine’s editorial mission is to be the premier independent
source of useful information for users, developers, and resellers
sessions that you shouldn’t miss. You Conference, visit: of MultiValue database management systems, open systems
business database solutions, and related hardware, software,
will also find on the conference web http://www.intl-spectrum.com/ and peripherals. Published bimonthly, International Spectrum
site some documents and materials conference/2009/ provides comprehensive coverage of the products, companies,
to help you justify attending the 2009 Look for the Conference Brochure
and trends that shape the MultiValue marketplace as well as the
computer industry at large — helping its readers get the most
conference to your management. We landing on your desks soon with out of their business computer systems.
all know how hard it is to explain more helpful information.
to your management why it is
important to go to any conference.
Look through the materials in the -NaThaN ReCToR
“Why Attend?” section to see sample
trip reports, a Letter to the Manager,
President, International Spectrum mv.ENTERPRISE Mentor Pro
nathan@intl-spectrum.com
and other information to help out. mo/e Native PICK
You’ll also find a conference blog
that contains other information you pcVerse PICK OA
will find useful — from new sessions, tm
Power95
to speakers’ posts on what they will
R E AL I T Y
cover in their sessions, to exhibitor
information and events.
R91 AP/Pro
multiverse
If you are having a hard time talking
your management into paying for RPL
mv•BASE

International Spectrum is published six (6) times per year at


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E-Mail: request@intl-spectrum.com. Copyright 2008 Interna-
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International Spectrum!
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PRINTED IN USA

NEWS RELEASES/UNSOLICITED ARTICLES


International Spectrum is eager to print your submissions of

Nathan, Tracey, Clif, and Shannon


up-to- the-minute news and feature stories complementary to the
MultiValue marketplace. Black and white or color photographs
and diagrams are welcome. Although there is no guarantee a
submitted article will be published, every article will be con-
sidered. Please send your press releases, articles, and queries
to: editor@intl-spectrum.com. International Spectrum retains all
reprint rights.

International Spectrum is a registered trademark and MultiValue


is a trademark of International Spectrum, Inc. All other registered
4 u I NTERNATIONAL SP E C TR U M N ovem B er / D eCem B e r 2008 trademarks and trademarks are the property of the respective
trademark holders.
OpenInsight Development Suite 9.0

You asked. Yes.


We responded.
Yes.

Building Solutions Together


Web 2.0 integration New IDE New Editor
New Network Capabilities Enhanced .Net Integration
Are You Prepared?
b y N a t h a N R e c t o R

Note: All ideas in this article are recommendations only.

T
he last couple months have been a bit interesting in regards to weather. And

we are just now starting to get into winter which always brings more interest-

ing weather.

After the recent hurricanes, I was talking with backup tapes


my sister in Texas to see what kind of dam- Most people who work with large databases
age was done. She told me about the flood- or servers do saves. How often are the saves
ing and power outages, and I started think- done are another story. If you do a save ev-
ing about this article that originally ran in the ery night, then perfect. But many small busi-
September/October 1996 issue. I thought it nesses do saves once a week or even once
might be a good idea to revamp it a little and a month. Then, when disaster strikes, they
bring it to your attention again. complain because they have to re-enter by
Contrary to what many companies do, disas- hand all the data that was not saved. Usually
ter recovery does not end at doing daily saves this is a several week project costing several
and taking them off-site. That is merely the thousands of dollars, even when they only
start. lost one day’s worth of transactions. The first
step in having a good disaster recovery plan
After a rash of disaster recovery planning is to do daily saves — no ifs, ands, or buts.
done in early 2000, some companies have not
updated their plans, or even looked at them. Keep in mind, though, that saves are only a
Some of the companies in Texas learned the minor part of a disaster recovery plan.
hard way that you have to revisit your disas- The next step is to make sure you have
ter recover plan at least once a year. Not to enough protection against bad saves. Yes,
mention test it every so often. even after doing a verify on the tapes, bad
Disaster recovery plans should consist of saves still give MIS managers nightmares. I’ve
how to deal with the following: seen clients reuse the same tape night after
night, and then come to me after they realize
1. Natural disasters (i.e., fire, flood, snow they have a bad tape and no other form of
storm, tornado, etc.) back up.
2. Blackouts Never, ever use the same tape night after
3. Hardware failure night. The best thing to do is to have at least
10 tapes, and rotate them every night. This
4. Theft way you are using a new tape every night,
5. Key personal leaving and can fall back on previous tapes if one is
corrupted.
6. Viruses
I know, this seems like common knowledge,
but too many times I’ve seen this happen —

6 u INTERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


especially with how much tapes cost. but not when you have fire, flood, or do you do when your hard drive dies
They start reusing the tapes because theft. on you, and you’re stuck with a dead
they don’t want to purchase another computer for the next 48 hours while
If you don’t want to use physical tapes,
set. the parts are delivered, replaced, and
then look at moving your virtual back-
your system reloaded? Two hours is a
Another one of those common knowl- ups off to a server in the cloud. This
long time, let alone 48, for your com-
edge things that seems to fall apart is gives you the best of both worlds. You
puter to be down when your business
to always keep tapes in a place where don’t have to pay for physical tapes
depends on it.
they won’t come to harm. What use or deal with the tapes going bad, plus
are your tapes left in the office when you get your backups off-site. Yes, that is what the backups are for,
it gets flooded, or a fire happens? Not but it still take a minimum of an hour
only do your computers and servers to reload all your data and operating
get destroyed, but your backups are You never know when systems, and then what are you going
too. to do about all the transactions that
a disaster will strike. you lost because your backup was
The best place to keep your backup
tapes is off-site. Once a client kept Be prepared for it. from two nights ago.
their save tapes on the top shelf of Sometimes, there isn’t much you can
their computer room. One night their do, but bite the bullet. Although, there
building went up in flames, and so did blackouts are alternatives that people bypass be-
their tapes. Blackouts are a common thing during cause they don’t know about them,
the storm season. Most people have a think they are overkill, too much of
Save tapes should always be taken off-
UPS to keep their computer from los- a hassle, or cost too much. After you
site when they are not needed. If you
ing power before someone can do an spend the 12 straight hours re-enter-
keep only one or two tapes on-site and
orderly shutdown. One of my retail cli- ing key transactions by hand, those
keep the others at another location
ents has taken this one step farther. He excuses no long seem valid.
off-site, it is almost a sure thing that
you have at least one good tape within installed a dedicated electrical line that One alternative is using transaction
a day’s time in case of a disaster. his computers are connected too. On logging. Many new operating systems
one end of the line, he has a decent supply this option built-in, but there
Do keep in mind that the tapes not at size UPS to handle all the computers are also third-party vendors that sup-
the work site need to be easily acces- connected to this line. From there, he ply them too. Sometimes, this alterna-
sible. Some people keep their off-site is able to connect a generator to the tive causes the overall system to run
tapes in a bank safe or at a security UPS and supply power for however slower due to the additional overhead
company. It is a good idea, until you long the blackout lasts. This allows of dumping the changed information
need these tapes after the bank or se- his business to stay open when others to a disk or tape media, but it is very
curity company is closed — for exam- have to close their doors. rare that it would.
ple, on the weekend or holiday.
Several years ago, site generators were One alternative is running hot-backup
Using safes are a good idea too. Most still on the expensive side. If you and/or disk replication. Hot-backups
safes come with a fire rating which don’t have a site generator to power work similar to transaction logging in
help keep the material inside the safe your building, it may be worth look- that it saves all the changed transac-
from getting burnt. If you have tapes ing into again. They have come down tions. The difference is that instead of
at the work site, always keep them in a in price, and allow you to power your sending the data to a tape or disk, the
fire-rated safe when not in use. whole building during a blackout us- information is sent directly to another
I’m sure you just read all that and said, ing natural gas or propane. While for computer via the network, creating a
“uh, physical tapes, why not keep vir- long term use running a generator can mirror image of your main computer
tual tape saved instead?” Virtual tapes, cost a little bit of money, keeping your on another working computer.
or pseudo tapes, are faster, cost less, business phones, computers, and em-
ployees working while your comple- A hot-backup also allows you to keep a
and easier to get access to.
tion is not can pay for the generator backup computer at a different physi-
Well, the rules for physical tapes go use fairly quickly. cal location. So when a disaster strikes
for virtual tapes as well. Most virtual your main computer, you are down
tapes systems are just another piece hardware failure for no longer than it takes to get the
of hardware sitting in your computer Hardware failure is rare but just as backup computer to your site and
room. Easy access for restoring data troublesome as natural disasters. What plugged in. Many times, the backup
and systems when hardware failed, Continues on page 34

I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e mBer 2008 u 7
Reporting and Business Intelligence Tools:

Tantiva b y c h a R l e s b a R o u c h

R
oss Morrissey and Brian Bond met with us under a cloak of secrecy. Today the cloak

lifts and we can finally talk about what they’ve told us.

S p e c t r u m : We had to do this interview under NDA (non-disclosure agreement). What’s


the big secret?

r o S S : We’re working under the radar to avoid distractions and focus on the product without having
to worry about marketing yet.

S p e c t r u m : I know this is something BI-related, can you give us some more details?

B r i a n : Our company is named Tantiva, the product is named Velocity.

fig. 1 tantiva Velocity analytical reporting software

8 u INTERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


R o ss : Tantiva Velocity is a complete analytical re- files for direct marketing. The web server grew from
porting solution delivering reports securely to Web 10GB to 20TB in a couple of years. And this was in 2000,
browsers or Microsoft Excel. It is written in UniVerse when a terabyte wasn’t cheap.
by MultiValue people for MultiValue people. There’s no
We had six independent UniVerse boxes running vari-
better way to find your top ten customers or products.
ous parts of the business to keep the lab running when
S p e c t r u m : So, what are your roles in this one of them was offline, so we got good at moving data
around. UniVerse was even used to drive film sorting
new company?
and splicing robots.
B r i a n : I’m the smart one. Seriously, I designed the
R o ss : I wrote a series of articles and gave Spectrum
core MultiValue components of the product. Ross han-
presentations outlining some of the web interface tech-
dles the product design and user interface.
niques we used with UniVerse to control phantoms and
R o ss : The core product is the Tantiva Matrix Engine, provide reports with hyperlinks to images and trigger-
and Tantiva Velocity is the first report server to embed ing business processes like reprints.
the Tantiva Matrix Engine.
B r i a n : We learned a lot about how to squeeze a lot
of performance out of a computer. We were running up
S p e c t r u m : Does that mean that you plan
to 40,000 rolls of film per day through the system. We
on opening up the engine to other developers at ultimately had over 500,000,000 million JPEG images
some point? available online to our customers, all controlled from
UniVerse. Anyway, we learned a lot about speed and
B r i a n : No, just for products from us, but we could
do an embedded solution with someone. web interfaces from this work. This gave us a great foun-
dation for inventing Tantiva Velocity.
R o ss : The engine is the answer to what Brian’s role
is, but we are very much focused on the complete prod- SFW had a lot of turnover, so we also learned how to
uct and how people will use it. make things work well with very little end-user train-
ing.
S p e c t r u m : If you had to give an elevator
S p e c t r u m : Excellent. How has that impact-
pitch for why your product is worth using, what
ed the product specifically?
would it be?
B r i a n : For example, Velocity is really easy to set
R o ss : Speed - implementation speed - update speed
up.
- query speed.
R o ss : We’ve worked with over 100 organizations
S p e c t r u m : Speed is an excellent selling on setting up business intelligence solutions on Multi-
point. Let’s talk about speed of implementation. Value and every successful implementation starts with a
How easy is it for a programmer to learn your clear idea, or vision, of what their reporting needs to do.
Once you have that vision, decisions about what files
product?
and fields to use go pretty quickly, and our goal was to
B r i a n : I taught Ross the basics in a couple of hours. make it easy to capture those decisions.
With anyone else, 20 minutes.
B r i a n : Like any software, you need to know what
you want to do with it. Tantiva Velocity pre-aggregates
S p e c t r u m : Sounds like you two have a good
discrete transactions into a structure designed for rapid
relationship. reporting. Step one is to extract the details into a sepa-
B r i a n : We’ve known each other for ten years. This rate UniVerse database. We do this to ensure the num-
is the third time we’ve worked together. I was in charge bers remain static so the results can be audited. Second,
of programming at Seattle FilmWorks about 10 years the transactions are loaded into a structure we call a
ago, and hired Ross. SFW was a mail-order photo lab. matrix.
We were setting up a system to scan photos and make This doesn’t involve much work. In the current screen,
them available for downloading. We had about 5 mil- you basically give it a name and most of the parameters
lion customers and another 25 million other names on Continues on page 19

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e mber 2008 u 9
b y s u s a N J o s l y N

Change Control
It’s An Inside Job

E
ver popular as a plot device, the inside job is the surest route to success in almost any

endeavor, nefarious or heroic. Being an insider means that you know the inner work-

ings and the players that work them. This helps whether you are trying to steal diamonds, affect

national security, or simply control IT processes.

Stealing diamonds is a little out of my are widely used for the most popular, It wouldn’t work for shoe sizes,
field of experience and national secu- well-known tools. though. If you used a shoe sale web
rity is best left to more qualified per- site and selected based on the most
There is a certain appeal to taking a
sonnel, but IT controls are devices I popular size, the chances are decent
mainstream approach — a safety in
know something about. So let’s stick that they’d fit you — since there’s
numbers feeling that comes from
with advantages of an inside job in re- a good chance that you’d be in that
doing something that everyone else
lation to IT Governance and its main curve of the population wearing the
is doing. The truth is that the real
component: Change Control. most common size. But the fact is that
answer when your dad asked, “If
you know whether or not you wear
Johnny jumped off a cliff would YOU
Does the shoe fit? the most common shoe size. You
jump off a cliff?”
There have been some articles in re- probably know exactly what size of
cent years focused on how to make “Yes. Yes, I probably would, Dad. It shoe you wear! So it really isn’t nec-
use of the myriad of free (or very in- would seem safe — I mean Johnny essary to base the size decision on
expensive) change control tools avail- did it! And … hey, Johnny’s really what most other folks fit into.
able on the open market. Part of the cool and everyone likes him. So yeah,
What a coincidence — you know
appeal, of course, is that they are, as Dad, I’m going off the cliff after John-
what type of software you develop
mentioned, free or very inexpensive. ny!” Your dad might have been sur-
too! And in what database IT chang-
The other appeal is that phrase open prised, but the folks that market stuff
es are made and stored! And like it
market. What I mean by that term to you wouldn’t raise an eyebrow.
or not — if you’re in this magazine
is that these change control utilities
How many web site shopping expe- reading this article — you are not de-
riences have you had where the list veloping software in the most com-
DISCLOSURE of products resulting from your key- mon tools used by the general public.
word search were in “Most Popular” Their loss, but the truth all the same!
The author has a product called PRC order? How many books have you
When the subject is change control,
which is, in part, a change control selected because they were “bestsell-
mainstream approaches and prod-
tool. PRC is a software configuration ers?” It’s not a bad approach when
ucts may very well have the advan-
management tool that provides it comes to movie and book recom-
tage of being widely known and
full IT governance to the software mendations. While not a guarantee,
widely used. But, just like a shoe in a
development life cycle. It is written it’s a good bet that if lots of people
popular size, if it doesn’t fit. you are
in and for the MultiValue/U2 like something, you will like it too.
going to be schlomphing around in
environment. Continues on page 16
10 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008
MultiValue Business Developers
Conference and Exhibition
The We s t in We s t mi n st e r | We st mi n st e r, C o l o ra d o

March 23 ‑ 26, 2009


Save $200
Register Before February 11th
For more information visit www.intl‑spectrum.com
b y C h a r l e s B a r o u c h

The Art and Science


of Training
Part 2

W
hen we do an activity, like writing, we trigger a series of secondary activities: the article has to be

sent, it has to be edited, it has to be laid out, it has to be read — please let it be read. Likewise,

when we present, we spawn a series of other tasks — the business of presenting.

Team Player If your topic relates to your work, you are still a person
Let’s say we want to teach a new programming tech- who brings two decades of experience to your topic.
nique. We’ve talked about how to present it, but we That’s a credential. You’ve attended conferences, which
haven’t talked about where to present. Let’s start with has given you an opportunity to evaluate other present-
the least effort intensive option — presenting at some- ers. If you’ve taken that opportunity, you already have a
one else’s event. basis for doing your own speech. That should help you
demonstrate skill.
The playing field is fairly broad. We can contact a local
user group, a vendor whose technology will be used in Don’t underestimate the value of your personal life in
the presentation, or find a conference that will attract establishing credentials. When I started writing tech ar-
an interested audience. Depending on which option you ticles, I got the opportunity because I was already writ-
take, getting the people who run the event convinced to ing game reviews. What does one have to do with the
let you present — well, that depends on your credentials other? Well, game reviews have to go in on a deadline.
and their needs. The best way to get someone else to let They need to be written by someone who knows how
you speak is to establish that you bring two things: (A) to attract an audience’s attention. They need to convey
credentials and (B), well, we’ll talk about “B” a bit later in that the writer has an opinion worth hearing. All of those
this article. Let’s stay with “A” for now. things are the same with tech article writing.
So a game reviewer is a half trained tech article writer.
Credentials
In that manner, you’re speaking at your Lodge, or PTA
Experience presenting, writing for publications, doing meetings, or even Career Day, those are all training for
TV and radio interviews — these are the sort of creden- doing a technical presentation. Mike Ruane likes to say,
tials of which we normally think. Unfortunately, we may “Give me a topic and I can speak on anything for thirty
find them hard to acquire. How do you get experience minutes.” At some level, presenting is presenting. Do
presenting when no one wants to let you present with- enough of it, and the rest is just doing the homework.
out experience? The good news is that these are not the
only credentials which matter. Most of us are more quali- Always remember that the person, or group, whose event
fied than we realize. you are presenting at has their own goals. Aligning what
you want to do with what they want to do helps you
Let’s say you’ve been employed in IT for the last twenty move toward a yes. Pitching an anti-Capitalism speech to
years and it has all been with the same company and they a Chamber of Commerce is not a novice play. Pitching a
are not very IT-centric. So, you’ve attended a few confer- new metric for evaluating database efficiency to a data-
ences, but you’ve never been on a high visibility project base user group is a much easier fit.
or spoken professionally. No one’s looking to interview
you as a technology expert.
12 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008
Your Audience up sheet on the web, we’re good to go, are likely to be paying for more than
The “B” thing I alluded to before is the right? just the presentation. We have time off
easiest way to align yourself with a com- from work, perhaps hotel fees, likely
No. Remember that staging a presenta-
mercial venue, like a paid conference. travel fees, certainly food expenses, all
tion is a skill. So is marketing those pre-
In this case, “B” stands for Bring Your added to the cost. So, the run-your-own
sentations. So is putting up an effective
Own Audience. When a conference is tough. Obviously it can and has been
registration system. Ask Nathan some
hires Dana Carvey to MC the kick off, done, but don’t underestimate the busi-
time how many person hours go into a
they aren’t hiring him for his acumen ness side.
Spectrum Conference. But a class must
in the IT field. They hire him because be much easier to put together, right?
he will increase the size of the audi- Ghost to Ghost
ence. If providing you with a speaker’s No. While a class is much easier from The new, non-travel option is distance
slot in the schedule means that more a logistical standpoint, it is just as hard learning. Virtual classes and virtual con-
tickets will sell, you will move up the from a marketing standpoint, and much ferences exist and they are much easier
candidate chain more quickly. harder from a sales standpoint. Why is for attendees, in terms of time and ex-
it much harder to sell? Think about a pense, but they have a huge drawback.
Solo Act typical conference. Let’s say they have While going virtual lets me speak to
Another choice is to go solo and offer twenty seven presentations spread people all over the world, I’m likely to
the class directly. After all, if you are over three days, in three tracks. I’ll pay be speaking in the worst setting.
the organizer, it won’t be hard to con- for the conference if four or five topics
Imagine that I establish the Key Ally
vince the organizer that you should get are worthwhile. I might pay for it with
World Conference. We have sixty peo-
to speak. only three interesting topics, if I like
ple at the keynote speech. As I begin,
the speakers on those topics enough.
Many of us can put up a web site and six, of the ten of them who are con-
rig up some sort of sign up sheet. The When you go solo, I will only pay if nected from home, get phone calls or
rest probably know someone who your single topic is worth the travel, hear the doorbell ring or get hollered
could. So, if we have a topic, we have a time, and expense. Remember, when for by a spouse or significant other.
presentation, and now we have a sign we go to any conference or class, we So, without any clue, I’ve lost 10% of
Continues on page 14

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 13
The Art and Science of want to go. More short sessions is bet- attract an interested audience the more
Training - Part 2 ter than fewer long session in the ma- you present in the same market/inter-
Continued from page 13 jority of cases. est segment.

my audience. Three, of the twenty five When I fill a room, I never assume that
Repeat Performer
who connected from work, have been all the credit goes to me. When I fail to
One final thought: When you present
called away for emergencies — like a fill a room, I don’t hold all the responsi-
for the first time, you have little power
down system or critical reporting er- bility. Think of a presenter the way you
to draw an audience. No matter how
rors. That’s another 5% secretly erod- think of a lead singer. Mick Jagger is the
good you are, they won’t know that un-
ed. The remaining fifteen, who are con- face of his band, but you would rather
til after they sit in your room. However,
nected from remote locations as they see the Rolling Stones than see Mick a
if you do well the first time, those who
travel for work, well I only have half cappella. So, when you see me at the
heard it might remember next time.
their attention as it is. By the end of the next Spectrum, think of Tracey Rector
That’s the key here. Presenting once is
presentation, I have three real, focused and all the others who aren’t on the
like taking all the pain of training for a
attendees, and two dogs barking at the stage, but without whom there would
marathon and then only running a few
screen in Oklahoma. be no stage. IS
steps.
It is not always this bleak. As it turns CHARLES BAROUCH is the
Can the first time be a huge success?
out, the more you charge for distance
Yes. Some first timers, due to topic, CTO for Key Ally, Inc. He is
learning, the more people will focus
marketing, word of mouth, and other
on getting value back from the experi- also a Past President, as well
factors, can achieve a large, interest-
ence. So, when I teach online, it tends as currently a Vice President
ed audience. Generally, it is a gradual
to work better if there’s an expense
thing. To maximize those early speak- of U2UG, and a regular Spectrum Magazine
associated. The other trick to success-
ing opportunities, you need to know contributor.
ful remote training is to keep the pre-
your intended audience well or have
sentation reasonably short. An hour, Charles Barouch Results@KeyAlly.com
someone working with you who does.
perhaps two, is as deep as you really - Consulting; (718) 762-3884x1
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I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 15
Change Control – It’s An nance requirements by various regu- field though, and we will be coming
Inside Job latory agencies. For the moment let’s back to this!
Continued from page 10 suspend any discussion of security
frameworks and administration — fig- Comparing U2-Based
something oversized or nursing blisters uring out what you must control and Methods To Outside Tools
from something too small. Enough of the details of who can do what under The first difference we can examine is
the shoe analogy — what is the real dif- which circumstances. We’ll just go the file structure — and the tools’ un-
ference between a change control tool with the meat of the matter for now: derstanding thereof. For those in tradi-
that is written for Windows or Unix controlling change. tional MultiValue environments, none
and one that is written in and for the of the files are visible, accessible, or
MultiValue environment? manageable from outside of the Multi-
“…our goal is to let the Value environment.
What is Change Control? right people do the right
For folks using U2 products, the direc-
Let’s begin by making sure we’re on things and prevent the tory-type files where the programs are
the same page about change control wrong things being done stored are exposed. Items stored in
itself. What is it and why are we con-
by the wrong people…” hashed files, such as dictionary defini-
cerned with it? For the purposes of this
tions, control items, or data that is part
discussion, when we talk about change
Once we set up our security the way of the configuration of the application
control we are talking about using a
we want it, our goal is to let the right are not accessible from outside of the
tool to prevent unauthorized changes
people do the right things and prevent environment. Therefore, a tool that is
from occurring and to audit authorized
the wrong things being done by the outside of the U2/MultiValue environ-
changes. Sometimes deployment is in-
wrong people or even the right things ment either can only manage part (or
cluded, as well.
being done by the wrong people. As- none in the case of Pick) of the soft-
Our reasons for needing change con- suming those rules are in place levels ware repository. For the rest, mecha-
trol can range from just wanting things the playing field for examining change nisms have to be built within the MV/
to be in a bit more control to gover- control. It’s not really a level playing U2 environment to publish items from

16 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008


hashed files to directory files for out- a bookshelf in your office where you something on the outside tool side that
side management. can reach it from your desk without exports that security structure and rule
getting up, but whenever you want to set. Even if you do that — you are go-
The next difference is in the tools of
read anything in any book on the shelf ing to have to develop the interpreter
change. What are the methods and
you have to get up and go out to the ga- that translates those rules to behaviors
mechanics of how the software is
rage to log that you are going to do so. within the MV/U2 environment.
changed? Even if you are content with
Not only is this an inconvenience that
only managing program code in direc- By now, to use the outside tool with
could cheerfully be skipped, but even
tory files, the fact that you indicated in any convenience at all, you’ve had to
the most well-meaning of us could for-
an outside tool that an item is checked develop software inside your MV/U2
get a procedure like that! So if you want
out does not have any actual physical environment to
to make the tool handle the check-in
impact on a program in your program
and check-out from within the environ- yy Conform to the file structure
file, in terms of accessing it from with-
ment, you’ll have to build something of
in the MultiValue / U2 environment us- yy Wrap or prevent the use of TCL
your own to handle that interface.
ing TCL commands or basic programs. commands
You can use an editor from outside Along those lines, if you were to build
yy Modify your programs and utilities
with a change control tool that speaks an interface so that a programmer
that implement change
to it, but you’ll have to put something could query the availability of a soft-
in place to prevent TCL access. The ware component from TCL before yy Build a calling-out procedure to in-
outside change control tool cannot modifying it you may want to design it dicate the checked-out / checked-in
control or audit changes made using such that it gives the user information status
inside development tools, so those in- and may offer options based on the
yy Design a framework and interface
side tools must be disabled. specifics of the user, the item, and the
to inform the user of the availability
situation. It may or may not be possible
While we’re on this notion of outside- of software components they may
to read the security structures set up
ness, there is the fact that the outside wish to modify and offer choices for
in the outside tool to manage this. This
tool is outside. It’s sort of like you have various situations.
is actually unlikely, unless you build Continues on page 18

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 17
Change Control – It’s An ware and application. And, in our MV/ server down completely, then how do
Inside Job U2 world, that means that easy report- we handle an actual emergency?
Continued from page 17 ing and visibility is at your fingertips.
It’s nice to be able to build up infor-
mation about the users, the files, the
Wow. What’s the outside tool doing What Else Makes Up The
SDLC? items, the tools, and the conditions
for you?
Remember earlier when I said we and then let the tool handle authoriz-
Benefits Of Using Inside could level the playing field by strictly ing and auditing what someone tries to
Change Control comparing the change control aspects do, based on those settings. When that
There are a few strong and obvious of the inside vs. outside tools. Well, information is all part of the applica-
benefits to using a change control tool let’s look now at how a tool knows tion, it’s visible, accessible, and can be
built inside the environment where what files to allow or disallow and au- automatic.
you are effecting change. First and dit changes against. This is where the Another advantage to the inside tool:
foremost, the change control tool un- change control portion needs to inter- the data that the tool itself keeps — the
derstands the architecture, the tools face directly with the policies and pro- audit trails the change history — that
used to change things, and the underly- cedures of your security framework. data repository is stored in our flexible
ing relationships between them, along and familiar database where our myriad
While it is not impossible to implement
with intrinsic functions such as compil- powerful reporting tools can be easily
a manual and voluntary policy, it is cer-
ing, cataloging, building indexes, and used to research and report on events.
tainly easier to establish the rules in
other platform-specific deployment When an inside tool is implemented,
the framework and then allow the tool
functions. the security aspects can be identified
to govern. In such an environment,
Working inside the MV/U2 environ- not only does our common editor tool — policies and procedures defined and
ment also means that items in hashed “ED” automatically interface with our implemented — from within the envi-
files and dictionaries can be managed change control tool, but it can auto- ronment. Then those rules can be im-
the same way as the source programs. matically interface with our security plemented and enforced by the change
One approach, one solution, one set of framework. Thus, we can allow certain control automatically, using the tools
procedures. people to edit items in certain files or that we normally would use against
by certain tools under certain condi- the files that we might normally need
Probably the strongest advantage of to change. Then the information about
tions.
staying inside the environment is the those rules and events and audits can
possibility of making the interaction It is important to publish a policy be reported easily from inside.
with the tool automatic as a developer that disallows changes in live except
works. No extra steps to remember, during an emergency — but human In a balanced comparison, a reporter
rather a streamlined integration of de- nature and the nature of volunteer ef- will describe the advantages of both
veloper and tool. forts, well. When isn’t it going to be an sides. It was earlier mentioned that
emergency? Or what is going to stop some of these outside change control
There is also the advantage of the fa- tools can be free or very inexpensive.
not only a malicious event, not only a
miliar database environment — the in- Does that count as an advantage when
careless event, but what about an ac-
formation about your change control is one must factor in the cost of making
cidental event? And if we lock the live
in the same database as your other soft- them usable? Well, let’s give it to them.
We don’t want to skunk the outsiders
completely — or do we? IS
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18 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008
Reporting and Business Analytical reporting allows you to take R o ss : Actually, it’s not the com-
Intelligence Tools: Tantiva a second pass at the aggregated detail plex needs that are causing pain. it’s
Continued from page 9 transactions to sort them by total and finding out who the top 10 customers
quickly find the top customer or prod- were last month. You can’t do that
are filled in by default. Since loading a uct. You can also do calculations on with a single pass reporting solution
matrix is such a fast process, it is easy — you either need to write a program
to go back and make corrections and or wait for a complex BI tool to wring
additions. MultiValue shops are tired out the numbers.

S p e c t r u m : So the bulk of of throwing hardware and B r i a n : I should add that building


the set up is the planning, not the resources at the problem. In a matrix is very fast. I have built one
with 12 dimensional attributes and
typing of commands into the key- 2008, nobody should need several column measures containing
board? to upgrade their production 5,000,000 transactions in 15 minutes.
B r i a n : Pretty much. That’s true server dramatically just to That’s on a fairly slow PC.
with any software. But it is very easy support reporting. R o ss : Tantiva Velocity is designed
to understand how to make it work. to make the basic queries extraordi-
narily quick, then allow you to drill
S p e c t r u m : Is this just a co- results to find trends from time period down from there, rather than impos-
lumnar reporting tool? to time period —and we allow arbi- ing the drill down overhead on basic
trary time periods. queries.
R o ss : This is very much an analyti-
cal reporting tool. There have been a S p e c t r u m : Can you suggest a S p e c t r u m : What does it do
number of articles in Spectrum, includ- complex business question which for me as an end user trying to
ing my own, that outline the differ-
could be effectively resolved by run my business?
ence between analytical reporting and
Continues on page 31
operational or transactional reporting. use of Velocity?

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I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 19
NE W S M A K E R S Edition to manage reporting ac- vison demonstrates Informer’s
cess. ability to be used as a privately-
labeled OEM reporting tool to
“The integration of these two
deliver significant added value,
packages provides HRPyramid
says Doug Leupen, president of
F.W. Davison users the real-time reporting
Entrinsik. “HRPyramid users now Sierra Bravo
functionality of Informer without
Partners with any fear of accessing unauthor-
have a scalable, cost-effective Ranks No. 556
reporting solution to securely
Entrinsik to ized data,” said Scott Hastings,
access critical information any- on the 2008
CEO of F.W. Davison. “Embed-
Integrate ding Informer enables our
time, anywhere via the Web”. Inc. 5000 with
Informer HRPyramid customers to deliver About Entrinsik Three-Year
Reporting a feature-rich, secure, intuitive
web reporting solution to their
Entrinsik, Inc. headquartered in Sales Growth of
Raleigh, NC provides software
Within its clients. We are very excited to and services focused on the
585%
HRPyramid Web bring Informer reporting capa- IBM U2 family of database prod- Inc. has announced its annual
bilities to our hosted custom- ucts. Entrinsik’s Informer Web
Edition Solution ers.” Reporting System is the indus-
list of America’s fastest growing
private companies – and Sierra
Entrinsik, Inc., provider of lead- By offering Informer as an ASP try leader for reporting systems Bravo is #556 on the Inc. 5000.
ing-edge database reporting so- solution, F.W. Davison customers for UniVerse and UniData. Their Additionally, Sierra Bravo ranked
lutions for the IBM UniData and realize several key benefits: SEMtek product is an enterprise #7 on Inc.’s Top 50 Businesses
UniVerse (U2) family of data- solution for continuing educa- in the Minnesota, as well as #77
base products, and F.W. Davison • Shorter Application Cycles - tion, training, and conference on Inc.’s Top 100 IT Services
& Company, developer of high all users are updated with the providers. Founded in 1984 and Companies.
performance software solutions latest and greatest versions of in the MultiValue market since,
the software all at once Entrinsik aims to provide lead- From 2004 to 2007, Sierra
for the PEO and HRO industry,
• Premium Application ing edge technology and unsur- Bravo’s revenue jumped from
recently announced general
Availability - with the passed service to their custom- $599,828 to $4.1 million – an
availability of Informer Web Re-
reduction of IT overhead, ers. For more information, visitincrease of 585.5%, far out-
porting for their popular hosted
best-of-class applications Entrinsik at www.entrinsik.com pacing the median average of
version of HR Pyramid. Informer
are suddenly within grasp for or call 919-848-4828. 187% for the other 579 IT Ser-
is already a popular reporting
PEO’s with limited resources. vices and Software companies –
solution for F.W. Davison’s non-
hosted HR Pyramid customers.
About F.W. Davison the Inc. 5000’s largest business
• Improved Performance -
Entrinsik partners with a number leverage best IT practices for The leading developer of high- category.
of MultiValue solution providers superior levels of availability, performance software solutions
“This accomplishment under-
like F.W. Davison, to integrate security, backup, disaster for PEOs and ASOs, F.W. Davi-
scores the unique opportunity
Informer as a real-time, interac- recovery, and help desk son and Company is dedicated
we have at Sierra Bravo to be
tive, web-based reporting tool (shadowing). to the customer experience.
nation’s place to go for web de-
for their package offering. Founded in 1985, F.W. Davison
• Financial Predictability - with velopment services,” said Luke
has combined experienced soft-
a flat subscription fee, the Bucklin, president of Sierra Bra-
The hosted HRPyramid Web ware development with person-
overall expenditures for vo. “The passion and enthusi-
Edition integrates Informer Re- alized customer support to cre-
hardware, applications, and asm for our work is what puts us
porting software to deliver all ate a superior overall customer
management can be reduced in a position to do great things.”
the robust functionality of a experience. For more informa-
30 to 60 percent. Founded in 2003 by Bucklin and
non-hosted solution without the tion on F.W. Davison & Company,
fellow programmers Mike Der-
cost and hassle of building and • Reduced Risk - with no capital visit www.fwdco.com. 
expenditure on software, heim and Mike Schmidt, Sierra
maintaining a computing infra-
hardware, and IT personnel, Bravo is now the largest inde-
structure. Informer is embed-
PEOs can easily test software pendent web development firm
ded within the HRPyramid Web
in their own environment in the Twin Cities.
Edition application and utilizes
the security settings within Web “Our partnership with F.W. Da-

20 u I NTERNATIONAL S P E C TR U M N ovem b er / D ec emb e r 2008


Sierra Bravo creates practical, since they were founded. Dr. Myles Shelton, president of programs, and nearly 5,000 in-
business-minded web solutions, Galveston College. “After close dividuals annually in continuing
Companies apply to Inc. by sub-
including social media and Web consideration of three vendors education and workforce devel-
mitting revenue figures in four
2.0 applications, e-commerce, by a group of stakeholders from opment programs.
consecutive years, so this was
content management systems, across campus, we chose Col-
the first year Sierra Bravo was Datatel Colleague focuses on
desktop widgets, database and league because of its seam-
eligible for the Inc. 5000. As five key business areas — en-
legacy system integration, and less integrated approach to our
creators of the F1 Overnight rollment and student services,
customer relationship manage- current solutions, cost benefit,
Website Challenge, Sierra Bravo financial management, enroll-
ment tools. Datatel’s excellent references,
led 88 volunteer web pros to do- ment and student services, hu-
and features such as Student
Driving Sierra Bravo’s steady nate 24 hours of their time and man resources, and institutional
Retention Alert.” 
growth is its Partner Program. talent to build free websites for advancement. Datatel also offers
Sierra Bravo adds sophisticated 11 Minnesota non-profits – col- In addition to alerting staff and an array of professional servic-
web development to the end lectively valued at $200,000.  faculty about students with aca- es, consulting, and web-based
clients of its Partners, which in- demic issues, Colleague can e-marketing solutions and ser-
clude ad, design, and marketing warn about non-academic issues vices exclusively for higher edu-
agencies nationwide, particularly (such as poor attendance, family cation.
in Chicago, Dallas, Philadelphia, problems, and illness) based on
Los Angeles, New York, Atlanta, collaborative input to allow for  About Datatel, Inc.
Milwaukee, and San Francisco. quick intervention, thus helping Datatel provides fully-integrated
to enhance campus safety and administrative and academic
“Sierra Bravo’s success is pow- software systems and profes-
security.
ered by nerds,” said Bucklin. Galveston sional services to colleges and
“With more than 50 program-  Galveston College will also de- universities, for building Strate-
mers on staff, we can handle
College ploy Datatel’s ActiveCampus gic Academic Enterprises in sup-
any web project for any client, Chooses Datatel Portal, a workgroup collabora- port of student success. Serving
anywhere. We consider every
option in matching client needs
Colleague tion and social networking sys- five million students at more
tem. Built on Microsoft Share- than 760 institutions throughout
and project scope with the ap- to Provide Point technology, ActiveCampus North America and overseas,
propriate technology and best- Constituents Portal provides a single point Datatel has exclusively focused
suited brains. We keep our edge of access to information and on higher education for 30
by hiring top developers eager with resources for everyone across years. Datatel is headquartered
to learn – and even teach us a Comprehensive campus. in Fairfax, Va. For more informa-
few tricks.”
Web-Based  “ActiveCampus Portal will make tion, visit www.datatel.com. 
Inc. touts the Inc. 5000 as “the a huge difference for all of our
most comprehensive look at
Services constituents by allowing them to
the most important segment of Datatel, Inc. announced that work collaboratively regardless
the economy – America’s inde- Galveston College has selected of their location,” said Shelton.
pendent-minded entrepreneurs. Datatel Colleague  and Datatel “This will be very helpful during
Taken as a whole, these compa- ActiveCampus  Portal solutions registration, as the Portal’s fa-
nies represent the backbone of to create a Strategic Academic miliar Microsoft-based look and
the U.S. economy.” Enterprise that empowers its feel will enhance our students’
constituents with online self-ser- user experience.”
“The Inc. 5000 gives an unri-
vice capabilities. The College
valled portrait of young, underre- Galveston College, founded
also licensed Colleague Student
ported companies across all in- in 1967, is a comprehensive
Retention Alert, a comprehen-
dustries doing fascinating things community college located
sive offering of software and
with cutting-edge business mod- on Galveston Island, 50 miles
professional services that identi-
els,” said Inc. 5000 Project Man- south of Houston, Texas. The
fies and serves students who are
ager Jim Melloan. The 5000 College provides the citizens of
academically at-risk. The newly
companies that made the list the Island and surrounding re-
acquired Datatel technology
reported aggregate revenue of gion with academic, workforce
and professional services will re-
$185 billion and median three- development, continuing edu-
place a legacy system used by
year growth of 147 percent. As cation, and community service
the institution.
engines of job growth, the 2008 programs. Currently Galveston
Inc. 5000 companies have cre-   “Our students’ success is this College has about 2,200 stu-
ated more than 826,033 jobs institution’s prime mission,” said dents each semester in credit

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m b er 2008 u 21
New Products cess to data. “MITS has set the
standard for business intelli-
gence and reporting solutions
OpenQM MultiValue database
is their primary area of activity,
they are an IBM business part-
for the MultiValue community ner providing services to users
and we are enthusiastic about of IBM’s UniVerse and UniData
MITS to Provide the opportunity to make these
Kourier
products.
Business solutions available to our cus- Integrator for
tomers,” comments Ladybridge Ladybridge Systems remains a
Intelligence System’s technical director and small privately owned company, U2 Release
and Reporting founder, Martin Phillips. “See- offering a personal level of ser-
2.0 Offers
ing firsthand how easily users vice to clients around the world.
Solutions for navigate through report creation As a member of the TRUST Integrated
Group, a network of independent
Ladybridge’s and analysis with MITS products, Development
we are confident of the benefits computer companies working to-
OpenQM their solutions provide.” gether, they are able to offer the Environment
vast range resources of a large
Database for SQL Server
Increased Value company while still maintaining
Developers of the OpenQM By partnering with MITS, Lady- the direct, friendly approach of a Projects Plus
database, Ladybridge Systems small business. This also allows
Ltd and leading business intel-
bridge makes their value-priced
Ladybridge Systems to operate
Enhancements
solution even more attractive to
ligence and reporting solutions those interested in migrating to with very low overhead and of- Kore Technologies announced
provider, Management Informa- the OpenQM database – elimi- fer high-value services to organi- Release 2.0 of Kourier Integra-
tion Tools, Inc. (dba MITS) are nating concerns about compat- zations at much lower charges. tor for U2, its popular enterprise
pleased to announce MITS com- ibility. Resellers with solutions For more information, visit www. integration suite, which provides
patibility with OpenQM. This in- built on OpenQM can benefit ladybridge.org. Extract, Transform, and Load
cludes the entire MITS product by integrating MITS Report into (ETL) and Enterprise Application
line: the flagship OLAP/BI solu- About MITS Integration (EAI) capabilities for
their existing offering or provide
tion, MITS Discover, and MITS MITS Discover and Report as MITS is a leading developer of connecting IBM U2 (UniData
Report for ad hoc reporting. valuable system add-ons. advanced reporting and busi- and UniVerse) applications to
ness intelligence products. The Microsoft SQL Server and other
Improved Access “We have always been focused MITS product line contains best-in-class applications.
“We’ve talked to Ladybridge’s on providing our customers with both the MITS Discover OLAP
customers and heard rave re- exceptional value, both in terms Business Intelligence suite, as The new release of Kourier Inte-
views about the power of the of cost and functionality. Best-of- well as the ad hoc report tool, grator for U2 focuses on provid-
OpenQM platform,” stated MITS breed reporting and analytical MITS Report. Founded in 1996 ing an integrated development
president, Fred Owen. “Further- solutions from MITS extend the and headquartered in Seattle, environment for managing Mul-
more, their commitment to in- value of our customer’s Open- Washington, the company’s tiValue to SQL Server integration
novation and attention to cus- QM investment even further,” technologies are used by thou- projects, adding many enhance-
tomer needs creates a natural Philips said. sands of organizations, resellers ments and features requested
synergy between our solutions and systems integrators world- by existing users, and improving
and OpenQM.”
About Ladybridge wide. MITS products are firmly the overall product usability and
Systems workflow.
entrenched in a wide range of
OpenQM provides those looking Ladybridge Systems was found- business areas, including manu-
to capitalize on the power of the ed in 1992 by former Prime facturing, distribution, retail sales “Interest in MultiValue to SQL
MultiValue (MV) database model Computer personnel and is and services, education, govern- Server data warehousing con-
a low-cost alternative without headquartered in Hardingstone, ment, healthcare, and insurance, tinues to grow, that’s why this
requiring a sacrifice in terms of Northampton, England. To date, as well as in many other indus- release of Kourier Integrator has
functionality and support. Ladybridge Systems provides tries. For more information, visit so many features developed to
training, consultancy, develop- www.mits.com.  streamline the SQL integration
Through an intuitive web brows- process. These new features
ment, and maintenance services
er interface, MITS reporting and allow developers to be even
to MultiValue databases in the
business intelligence solutions more productive and see results
UK and worldwide. While the
offer users unprecedented ac-
22 u I NTERNATIONAL S P E C TR U M N ovem b er / D ec emb e r 2008
sooner,” said Mark Dobransky, ment of Kore Technologies. alytical reporting with Microsoft in Q4 2008. The OpenInsight
managing partner of Kore Tech- Excel compatibility, an easy-to- Application Manager will have a
nologies. Release 2.0 of Kourier Inte- use interface requiring minimal new look and feel with the inclu-
grator for U2 is scheduled for training, and superior reliabil- sion of a new IDE. Also included
Highlights of the new release in- general availability in October
ity even in environments where is a new System Editor++ which
clude: 2008. If you would like more there may not be a dedicated IT has fast, accurate color coding,
information regarding the Kou- staff. the ability to collapse code and
• SQL Accelerator incorporated
rier Integrator for U2 solution show line numbers.
into Kourier Integrator for U2
and how it can help you inte- One of the first customer sites is
Web Interface
grate your MultiValue applica- Bonanza Press, a Seattle-area D3 In addition the System Editor++
• Improved SQL Accelerator tion with Microsoft SQL Server site. Rich Norris, Bonanza presi- supports the opening and editing
SSIS Package Build and Batch or other databases, please dent, is already getting action- of OS files, and performs color
Generation contact your Kore Technologies able insight: “With the addition coding on HTML and JavaScript
• Faster Full Refresh Processing representative, call Kore at 866- of Velocity to our system it has tags. Syntax assistance tips for
of SQL Server tables 763-5673 or send an email to never been so quick and easy to Basic+ keywords, functions, and
• Data Export and Import sales@koretech.com.  evaluate our sales information subroutines are also provided.
Statistics Tracked to Support in a changing market place. We New to OpenInsight 9.0 is We-
Data Reconciliation are discovering things we never bOI, a Web enablement and
• User-Defined Formulas for knew about our product line.”  development toolkit. Existing
Data Export Fields OpenInsight Forms and Popups
Tantiva Velocity is available
can be ported quickly and easily
• Improved Testing Workbench now through resellers. Contact
to the Web, and existing subrou-
for Data Exports Tantiva sales@tantiva.com to arrange
tines and functions can be inte-
• Re-organized Application a demo. Dealer enquiries wel-
Menus Provide Better
Introduces come at partners@tantiva.com.
grated to apply business logic,
allowing for maximum re-use
Workflow New Analytical and integration.
• Many Usability and Interface
About Tantiva LLC
Reporting This is the third time partners Also, the Bravo Dashboard from
Enhancements
• Expanded Online Help Software For Ross Morrissey and Brian Bond Sierra Bravo Corporation will be
have worked together. Brian included in OpenInsight release
System, and more MultiValue hired Ross away from Canada’s 9.0. The Bravo Dashboard is a
The most significant change in
the new release is the incorpo- Platforms largest software company ten MultiValue CGI application that
years ago to work at a large delivers the output of individual
ration of the functionality previ- Tantiva LLC introduces Tantiva 24x7 UniVerse shop. Ross later business metrics “widgets” to a
ously provided by the stand- Velocity version 1.0, high-per- recruited Brian to join him at dashboard web page. Multiple
alone SQL Accelerator product formance analytical reporting a Multi-Value software com- dashboards may be defined,
into the Kourier Integrator web software for unprecedented pany where they worked with and each dashboard becomes a
interface. Now all tasks for SQL analytical reporting speed and many customers and resellers, unique collection of widgets.
integration projects can be flexibility. each with their own particular
performed within one product, About Revelation
data issues. Today they bring
which not only improves over- Velocity is capable of aggregat-
a pragmatic approach to soft- Software
all workflow but provides other ing transactional data at thou-
ware development. Combining Founded in 1982, Revelation
advantages too. For example, all sands of records per second,
groundbreaking technology with Software delivers a suite of ap-
SSIS packages for an integration and offers true ad hoc analytical
standard tools to gain efficien- plication development tools and
can now be quickly regenerated reporting — the ability to quickly
cies in installation, maintenance, companion services that take
with just a few mouse clicks. slice and dice data without re-
and use, Tantiva sets a new stan- full advantage of leading net-
strictive predefined date ranges
“We wanted to simplify the or drill-down paths. “The results dard in MultiValue software.  work computing architectures,
workflow and make the product we’ve seeing during beta test- messaging, groupware, and
easier to use. Including SQL Ac- ing are staggering,” remarks client server platforms. Today,
celerator into the web interface Ross Morrissey, BI expert and the company’s flagship product
provides our users with an in- co-founder of Tantiva. “Our build OpenInsight is the only data-
tegrated development environ- speeds are orders of magnitude base development and applica-
ment that allows them to create, faster than cube-based tools.” OpenInsight tion environment that provides
both Windows and Java-based
manage, and deploy their Mul- Development GUI s tools to develop and
tiValue to SQL Server projects Tantiva Velocity was designed
faster and easier,” said Keith from the ground up to integrate Suite 9.0 deploy web-based and client
Lambert, vice president of mar- with all major Multi-Value plat- OpenInsight Development Suite server applications that support
keting and business develop- forms. It delivers web-based an- 9.0 will be available for release Continues on page 24

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m b er 2008 u 23
platforms and .NET frameworks products for the MultiValue da-
New Products along with enhanced support for
Other enhancements include
tabase and Microsoft developer
Continued from page 23 support for Visual Studio 2008,
various foreign language-based a socket connectivity option for communities. mv.NET allows the
native and relational XML, SQL,
Windows installations. Version D3 databases, and performance full benefits of the .NET service
Lotus Notes and the leading
4 also introduces a SQL Server enhancements to the Session oriented architecture technol-
legacy MultiValue data sources
Integration Services (SSIS) com- Manager which reduces the con- ogy to be realized by users of
such as Arev, Pick, and IBM Uni-
ponent used to aid the transfer nection/session allocation over- established MultiValue applica-
verse. There are more than 1.5
of MultiValue data into MS SQL head and results in even quicker tions. mv.RSDC enables Multi-
million licensed users of Rev-
Server. The SSIS component is session allocation performance Value developers to utilize the
elation products across 60,000
a separate product to mv.NET for client applications. very latest Microsoft Reporting
deployed sites worldwide. The
called mv.SSIS. Services technology. mv.SSIS al-
company has offices in West- David Cooper, lead developer at
wood, New Jersey, as well as a lows MultiValue users to extract
mv.SSIS allows MultiValue users BlueFinity, explains: “This latest
European distributor in the Unit- data from any major MultiValue
to extract data from any major release demonstrates BlueFin-
ed Kingdom, and an Asia Pacific database to other data reposito-
MultiValue database  (in  both ity’s commitment and ability to
subsidiary in Australia. For more ries using Microsoft’s SQL Serv-
bulk and filtered export mode) to deliver an aggressive product
information, visit www.revelation. er Integration Services (SSIS)
other data repositories using Mi- development path, focused on
com.  product. BlueFinity is part of the
crosoft’s SSIS product. The defi- allowing MultiValue developers Mpower1 Group of Companies
nition, testing, and execution of to participate as first-class citi- (www.mpower1.com). 
these extraction processes  is zens of the Microsoft developer
performed entirely from within community.”
the standard SSIS environment
and ensures data consistency, “The new Version 4 release lays
BlueFinity’s eliminates redundant data, and some important foundations for
saves time. a number of very exciting prod-
mv.NET Version
“The mv.SSIS product follows in
uct developments in 2009,”
MITS Adds
4: Making says Cooper. “These new devel-
the footsteps of its other sibling opments will provide the Multi- InterSystems
Microsoft Work BlueFinity products by providing Value community with an even
the SSIS developer with a tightly
Caché
for MultiValue! greater range of choice of how
integrated, natural extension to to develop enterprise class ap- as Database
BlueFinity International, a mem- the native SSIS environment al- plications leveraging the best of
ber of the Mpower1 Group of lowing them to seamlessly incor- both the MultiValue and Micro-
Platform for Ad
Companies, is pleased to an- porate MultiValue data sources soft technology sets.” Hoc Reporting
nounce the general availability of into their existing or new SSIS
the latest version of its extensive workflow packages,” explains BlueFinity is planning a one day Tool
Pete Loveless, CEO of BlueFin- technical seminar in Denver,
toolset designed for creating Mi- InterSystems Corporation an-
ity International. “It effectively Colorado on Friday, March 27th
crosoft .NET-based applications nounced that Management In-
opens up the entire SQL Server at the Westin Westminster Hotel
requiring access to MultiValue formation Tools, Inc. (MITS) will
set of tools and utilities to Multi- to showcase the product set and
databases: mv.NET Version 4. be offering its MITS Report prod-
Value database users.” take an in-depth technical look
uct as an ad hoc reporting tool
mv.NET provides a 100% native at the advanced functionality by
Along with support for  both  32 for the high performance  Inter-
.NET interface to all major Multi- way of live demonstrations and
and 64-bit  operating system Systems Caché object database.
Value database platforms allow- presentations with BlueFinity de-
platforms, mv.NET Version 4 MITS is a leading supplier of
ing .NET developers to access velopers. More information will
includes support for Frame- business intelligence (BI) and re-
all aspects of the MultiValue be available soon on the Blue-
work 2.0 and 3.5. “In today’s fast porting tools for MultiValue (MV)
system (both data and program Finity web site.
changing world, some VARs and databases.
code) from within the .NET ap-
end users will have deployed A detailed list of Version 4 en-
plication. It also offers a wealth InterSystems develops and mar-
Framework  2.0 based applica- hancements as well as access
of end-user capabilities allowing kets innovative database, inte-
tions, yet new work is almost to free webinars and evaluations
the developer to rapidly create gration, and business intelligence
certainly going to require Frame- of BlueFinity products can be
feature-rich, high performance software. In addition to Caché,
work  3.5,” continues Loveless. found at www.bluefinity.com.
applications using the power- InterSystems offers the InterSys-
“Bluefinity is committed to en-
ful tools provided by Microsoft’s tems HealthShare  platform for
About BlueFinity
.NET environment. abling both frameworks to co-
International regional and national electronic
exist and to providing ongoing
The main thrust of Version support for new versions of the Founded in 2002, BlueFin- health records,  InterSystems
4.0 of mv.NET is to extend sup- .NET Framework.” ity International (www.bluefin- DeepSee embedded real-time
port for newer operating system ity.com) has created a series of BI software, and  InterSystems

24 u I NTERNATIONAL S P E C TR U M N ovem b er / D ec emb e r 2008


Ensemble rapid integration that Caché delivers will make that makes applications faster About MITS
platform. Ensemble has been the addition of MITS Report at- and more scalable. InterSystems MITS is a leading developer of
ranked number one for interface tractive to many InterSystems Ensemble is a rapid integration advanced reporting and busi-
engines for the last two years by customers,” Owen said. platform that enriches appli- ness intelligence products. The
KLAS, a leader in healthcare cations with new functionality, MITS product line contains
“MITS is recognized as a sig-
technology research. and makes them connectable. both the MITS Discover OLAP
nificant player in the MV sec-
InterSystems HealthShare is a business intelligence suite as
Synergy in the MV tor,” said Matthew Nee, Inter-
platform that leverages existing well as the ad hoc report tool,
Market Systems vice president of North
healthcare applications to rap-
American Sales. “We’re looking MITS Report. Founded in 1996
“We know that the MV market is idly create regional or national
forward to working with them and headquartered in Seattle,
a strategic one for InterSystems electronic health records. Inter-
as they deliver the MITS Report Washington, the company’s
and it’s obvious that they’re a Systems DeepSee is software
product to our partners includ- technologies are used by thou-
significant force in that sector,” that makes it possible to add
ing those who are leveraging the sands of organizations, resellers,
said MITS president, Fred Owen. embedded real-time business
MV features of Caché in their in- and systems integrators world-
“This partnership will position intelligence in transactional sys-
novative applications.” wide. MITS products are firmly
us perfectly to deliver our web- tems, enabling better operation- entrenched in a wide range of
based reporting product to the al decisions.
About InterSystems business areas, including man-
large base of InterSystems appli-
InterSystems Corporation is a InterSystems is the world’s #1 ufacturing, distribution, retail
cation partners.”
global software product com- vendor of database and integra- sales and services, education,
Offering an interactive reporting pany with headquarters in Cam- tion technologies for healthcare government, healthcare, and in-
environment with a browser in- bridge, Massachusetts, and offic- applications. InterSystems prod- surance as well as in many other
terface, MITS Report is designed es in 22 countries. InterSystems ucts are used by thousands of industries. For more information,
to enable reporting without que- provides innovative products hospitals and labs, including all visit www.mits.com. 
rying, smooth data exporting, that enable fast development, 19 hospitals on the Honor Roll
and easy-to-make modifications. deployment, and integration of of America’s Best Hospitals as
“We expect that these features enterprise-class applications. rated by U.S. News and World
combined with the high perfor- InterSystems Caché is a high Report. For more information,
mance and massive scalability performance object database visit InterSystems.com.

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www.intl-spectrum.com
I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 25
Datasets in
UniVerse b y b R i a N l e a c h

T
here are many aspects of the traditional MultiValue model that make good sense in

the modern world. The flexibility afforded by the metadata-driven data model enables

the development of complex and agile business applications, the pessimistic locking model

(where appropriately employed) can hugely simplify contention management and the low-level

read/write operations that take place within Basic ensure that MultiValue systems will always

remain at the forefront in terms of scalability — just what is needed in today’s internet and

mobile world.

But there has always been a hole in the model. poor group of techniques that can be harnessed:
The MultiValue model excels at operations on in- dictionary items can be read and interpreted from
dividual records — that is the heart of the Basic Basic, ITYPE() functions called, the unsung RE-
language and the main factor behind the efficient FORMAT verb brought into play. Where most of
use of resources — but has traditionally been these fall down is when you need to get the result
hopeless at working with sets of data. of more complex inquiry operations like WHEN
filtering or break point summary operations,
True, the inquiry language allows us to generate
which need to be simulated in code. All of which
relatively complex reports and to build selections
means reinventing the wheel to generate in Basic
as key lists for passing to Basic to iterate through.
what the inquiry languages already provide.
But when you need to assemble a set of data —
whether for export or to pop up as a helpful se- For the UniVerse developer, there are two addi-
lection in response to a prompt — you run into tional powerful facilities at hand: XML and Uni-
a brick wall. Verse SQL. The XML facilities are the flavor of the
month and have been well covered elsewhere so
Traditionally, there has been no sensible link be-
I’m going to buck the trend and concentrate in-
tween the inquiry and Basic languages when it
stead on the often-maligned SQL.
comes to accessing the results of inquiry process-
ing. True, you can run selections to identify can-
using uniVerse sQl
didate records and their correct sort ordering. But
Most UniVerse developers seem to have an un-
to get to the actual data forming the results of an
reasoning dislike of SQL. Perhaps not entirely
inquiry, the developer has needed to resort to a
Continues on page 28

26 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


Spectrum University offers
once a week training
classes in a variety of topics
pertaining to the MultiValue
market. Looking for training
for yourself or employees?
Spectrum University Can
help! Check out our latest
offerings.

Upcoming Webinar Schedule


Time And dATe TiTle
Tuesday International Spectrum 2009 - Preview and Justifying
December 9, 2008 Are you planning on attending the Spectrum Conference in 2009, or do you need help justifying attending to your
management?
2:00pm EST, 11:00am PST Join us and see a preview of what is happening for 2009 and a look at the conference Justification toolkits to help you plan
out your ROI.
Free!

Thursday UniVerse I-Descriptors


January 8, 2009 This two week course is designed for experienced MultiValue developers who are familiar with Pick-flavor dictionary
descriptors and correlatives or with the basics of Prime INFORMATION or UniVerse-flavor D descriptors and want to learn
2:00pm EST, 11:00am PST the use of I-descriptors for complex derivations, translates, and calling UniVerse Basic subroutines from a dictionary
descriptor.

Tuesday MultiValue F Correlative


January 20, 2009 This two week course is designed for experienced MultiValue Developer who need to become familiar with F Correlatives.
2:00pm EST, 11:00am PST Most legacy systems still have F Correlatives as a working and functional part of their dictionary design. This webinar will
cover how to read, create and modify F correlatives.

Wednesday International Spectrum 2009 - Preview and Justifying


January 21, 2009 Are you planning on attending the Spectrum Conference in 2009, or do you need help justifying attending to your
management?
2:00pm EST, 11:00am PST Join us and see a preview of what is happening for 2009 and a look at the conference Justification toolkits to help you plan
out your ROI.
Free!

For more information or to register please visit http://www.intl-spectrum.com/webinar


I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 27
DataSets in UniVerse popup selection for an operator — by When it comes to getting at this data,
Continued from page 26 leveraging some simple BCI calls. BCI uses a binding technique to return
the results of a SQL inquiry. Most of
without reason: when SQL is shackled the work of BCI takes place under the
to client-facing APIs that need to repre- When used appropriately hood. This is a good example: rather
sent a MultiValue database as if it were UniVerse SQL can offer than making individual calls to get each
a relational source, the overheads of piece of data, BCI requires only that
significant benefits and
working with rigid data typing, fetch- you give it a set of Basic variables to be
ing column descriptions, and the need should be an essential populated with the data and then pres-
to present three-dimensional real- tool in the armory of any ents you a single call to iterate through
world data as two-dimensional tables
UniVerse developer. the results, row by row.
can easily hemorrhage performance
— especially in update situations in The key function is named SQLBind-
Col(). This associates a Basic variable
which resolving contention manage- BCI Internal Calls
ment issues becomes a major burden. with a column of data in the results
BCI (Basic Calling Interface) is normal- (fig. 3).
Dynamic normalizing, while essential ly associated with remote data sources,
for working with mainstream tools, is allowing a developer to access external The ColumnNo gives the ordinal num-
hard work for the database and does servers such as Oracle or SQL Server ber of the column to be bound, start-
not show UniVerse — or any other over ODBC. But BCI can equally well ing from one. The column type identi-
MultiValue database platform, for that be applied directly to native UniVerse fies the data format of the column to
matter — in its best light. SQL. Using the native connection is be returned, though in most cases you
UniVerse SQL is a different beast en- simply a question of bypassing the te- can use the constant SQL.B.DEFAULT
tirely. Used within the context of the dious calls otherwise needed to create to ask BCI to work out the correct col-
UniVerse environment, UniVerse SQL a BCI context and to generate connec- umn type on your behalf. You need to
has no need to dynamically normalize, tions and statement handles, by instead repeat this function for each column
can run against regular (non-SQL) files, using the built-in system variable @ whose data you want to return (fig. 4).
and smoothly handles all the facilities HSTMT as in figure 1. Once the column bindings have been
in the dictionary including running I- The SQLExecDirect() function ex- established, you can run though the re-
descriptors and file translations in place ecutes a regular SQL statement and is sults by calling the SQLFetch() func-
of costly joins. It can also perform op- declared in the include file UNIVERSE. tion. This navigates to the next row in
erations that are difficult or impossible INCLUDE ODBC.H. This can be a DDL the results, populating the bound vari-
in RetrieVe. In other words, when used statement such as a CREATE TABLE ables as it goes. At the end, you must
appropriately, UniVerse SQL can offer command, a DML statement such as an free the results or your next statement
significant benefits and should be an INSERT or a statement that returns data will not return any data (fig. 5).
essential tool in the armory of any Uni- such as an SQL SELECT. To test wheth-
Verse developer. If that seems too much work for a sin-
er the command has in fact generated gle set of results, don’t worry. It is easy
Returning to the job in hand, UniVerse any data, you should follow the SEL- to create a general purpose subroutine
SQL also provides an easy way to ex- ExecDirect() function with a check to accept any SQL command and re-
tract complete sets of data ready for for the number of columns produced turn the results as a dimensioned array,
processing with Basic — for jobs such using the SQLNumResultCols() func- by checking the number of columns in
as exporting data or for displaying a tion (fig. 2). the result set (fig. 6).

SQLCommand = ‘SELECT @ID,SHORT_TITLE,AUTHOR_NAME FROM BOOK_TITLES’


ErrorStatus = SQLExecDirect( @HSTMT, SQLCommand)
Fig. 1

ErrorCode = SQLNumResultCols(@HSTMT, NumCols)


Fig. 2

ErrorCode = SQLBindCol(@HSTMT, ColumnNo, ColumnType, Variable)


Fig. 3
Ok = SQLExecDirect(@HSTMT, SQLCommand)
Ok = SQLBindCol(@HSTMT,1,SQL.B.DEFAULT, Id)
Ok = SQLBindCol(@HSTMT,2,SQL.B.DEFAULT, ShortTitle)
Ok = SQLBindCol(@HSTMT,3,SQL.B.DEFAULT, AuthorName)
Fig. 4
28 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008
Now you have a single reusable way Basic processing, UniVerse SQL will do
to get at results with minimum effort. so. The results of a multivalued column URGENTLY NEED
And don’t forget that this can include are simply returned as a set of values, PICK Programmers
calculated fields, complex selections, just as they would be for regular Basic
and summary operations as well! operations (fig. 8). We urgently need
PICK, Universe,
So next time you need to generate a set
Multivalued Data Unidata, jBase, D3,
of data quickly, why not consider using and SB+ Programmers
So what happens with multivalued
UniVerse SQL and let the database do
data — SQL is flat, right? Not neces-
the work? IS Please see our ads on
sarily. SQL is usually tied to flat data- www.CareerBuilder.com
bases, but not UniVerse SQL. You can Brian Leach is an independent IBM
Search keyword "Software Search"
of course choose to normalize the data
U2 and MultiValue consultant based in Salaries from 70-100K
just as you might do with a BY.EXP in
RetrieVe, by using the UNNEST clause the UK and the author of a series of books Chuck Okeson - VP
in a SQL statement, as in figure 7. SOFTWARE SEARCH
on IBM UniVerse. You can find out more 800-949-5423 x 203
The overheads of dynamic normalizing at www.brianleach.co.uk. Chuck@SoftwareSearch.com
only come into play if you are using
one of the external APIs like UniOleDB.
If you want to preserve multivalues for

Loop
ErrorCode = SQLFetch(@HSTMT)
Until ErrorCode = SQL.NO.DATA.FOUND Do
Crt Id,ShortTitle,AuthorName
Repeat
Ok = SQLFreeStmt(@HSTMT, SQL.DROP)
Fig. 5
SUBROUTINE UniSQLGet(Cmd, Results)

$OPTIONS -M
$INCLUDE UNIVERSE.INCLUDE ODBC.H

Ok = SQLExecDirect(@HSTMT, Cmd)

Ok = SQLNumResultCols(@HSTMT, NumCols)
If NumCols = 0 Then
Return
End

Dim Cols(NumCols)
For I = 1 To NumCols
Ok = SQLBindCol(@HSTMT, I, SQL.B.DEFAULT, Cols(I))
Next

Loop
ErrorCode = SQLFetch(@HSTMT)
Line = “”
Until ErrorCode = SQL.NO.DATA.FOUND Do
For I = 1 to NumCols
Line<-1> = Cols(I)
Next
Results<-1> = Lower(Line)
Repeat
Ok = SQLFreeStmt(@HSTMT, SQL.DROP)
RETURN
Fig. 6

SELECT @ID, SALE_DATE, TITLE_ID, TITLE_NAME, QTY FROM UNNEST BOOK_SALES ON SALE_ITEMS
Fig. 7

SELECT @ID, SALE_DATE, TITLE_ID,TITLE_NAME,QTY BOOK_SALES


Fig. 8
I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 29
Tech Tips
D3 Read/Write Windows/Linux
Directory
Many times you need to read or write files to the
host operating system. D3
has extended its Q-Pointer process to allow you to setup Q-Pointers that will read and write di-
rectly to a host directory.
These Q-Pointers look and act just like a D3 file, but has no dictionary. If you want a dictionary,
then you need to create a subdirectory of $DICT.
You can create these Q-Pointers like the following:
001 QS
002
002 DOS:C:\TEMP

For Linux files, you can use the following:


001 QS
002
003 unix:/TEMP

The default actions of these files will convert a line termination character (a Carriage Return and/
or Line Feed) to attribute marks.
On Windows machines, you also have the “NT” and “NT_BIN” options. NT works similar to the
“unix” option, in that it translates files with carriage returns to Attributes only, instead of the
CRLF that the DOS command uses.
NT_BIN allows you to read the records, and no line termination conversion will be done.
You can specify additional conversion options by adding them as multivalues on attribute 3. The
options are:
t {number} – Tab conversion option. This will allow you to convert a Tab character to spaces.
A – Add extra attribute mark to the end of the record when reading into D3, and remove the extra
attribute mark when written back to host file systems.
n – Suppress conversion of attributes marks to line termination characters.
R – Read/write the data as raw data. No conversion is done.
s – Case insensitive record ids. Some systems, such as Linux, use case sensitive file name. This will
allow you to read the records regardless of mixed case or if the file is saved as upper/lower. The
record ids will always be displayed as lower case.
Do you have a Tech Tip to share? E-mail it to editor@intl-spectrum.com. IS

30 u I NTERNATIONAL S P E C TR U M N ovem b er / D ec emb e r 2008


Reporting and Business Clif Notes
Intelligence Tools: Tantiva Continued from page 45
Continued from page 19

R o ss : End users can rapidly get was like a game. Later when I worked
answers about trends and over — and for a VAR, we had so many developers
under —performing customers or on an abused Microdata box that com-
products without the restrictions or piles could take from 15 minutes to
challenges caused by large customer the better part of an hour. That really
or SKU counts added motivation. Then I started teach-
Tantiva Velocity is designed to be ing MultiValue Basic programming,
completely flexible in terms of what and the students and I continued the
date ranges or combinations of attri- game. We found that by simply check-
butes are included in reports. Apart ing, rechecking, and double checking
from speed, this is the biggest value. to win just the “compile the first time”
game, we almost always spotted some
S p e c t r u m : When will it be- other bug.
come available? Did I ever achieve 100% bug free? Not
completely. Sometimes your aircraft
R o ss : It will be generally available
does have to return to the gate. But a
by the time this article reaches read-
software product I released with a bug-
ers.
free guarantee has had only two minor
S p e c t r u m : How do people bugs reported in ten years. Just wish
I’d been smart enough to have charged
get a demonstration or buy the maintenance fees.
product?
So how did this work? First, a belief
R o ss : People can send an email had to be changed. The idea that is was
to sales@tantiva.com and we will put even possible to write bug-free soft-
them in touch with one of our resell- ware had to be accepted as true. Sec-
ers. Although our product is based on ond, a belief had to be added. I had to
UniVerse, we are working with Uni- accept the idea that this kind of thing
Data, D3, and jBASE sites in our beta was achievable by me, not just some
program. Any MultiValue program- super brain computer scientist with
mer will be able to configure and cus- lots of degrees. And then the attitude
tomize Tantiva Velocity. became, “It can be done, and I can do
it if I try hard enough.” It wasn’t easy,
We believe that analytic reporting has
but it was that simple. When students
to scale. MultiValue shops are tired of
would ask, “How can we write bug-
throwing hardware and resources at
free programs,” my reply was, “First
the problem. In 2008, nobody should
you have to decide to.”
need to upgrade their production
server dramatically just to support re- Think of how different things would be
porting. Velocity scales. in your shop if you could just get peo-
ple to change some of their attitudes.
For more information about Tantiva
Going to work might actually be fun.
Velocity, visit www.tantiva.com IS
Now if you would return the favor and
CHARLES BAROUCH is the CTO for
tell me how to change my attitude to-
Key Ally, Inc. He is also a Past President, wards that nincompoop who cuts me
as well as currently a Vice President of off for the parking space at mall, I’d
have an “attitude of gratitude.”
U2UG, and a regular Spectrum Magazine
contributor. Hope your holidays are great. IS

Charles Barouch Results@KeyAlly.


com - Consulting; (718) 762-3884x1
I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 31
b y M i k e R u a N e , R e v e l a t i o N s o f t w a R e

Indexes in OpenInsight
part 1: theory

I
ndexes. There is probably no one thing that can improve the reporting and searching speed

of a system so much. yet to so many users (and even some developers), indexes are magic.

It shouldn’t be so: indexes are easy to install and relatively easy to understand. And, when ap-

plied correctly, can save untold hours of reporting and processing time.

OpenInsight, from Revelation Software, supports with the index on it, OpenInsight looks up the
three different types of indexes. In this article, the search value in the list of indexed values and if it
first of two parts, we’ll discuss the different types is found, returns the list of keys. It is exceptionally
of indexes supported in OpenInsight and the the- fast.
ory of how they work. In the second part of this
As new data is added to or changed in the file, the
article, we’ll discuss how to create them, maintain
same trigger process notes the new data and keys
them, and where they are best used.
associated with the data is stored in a pending file.
This pending file is processed either through a
the theory of Indexing in
openInsight manual update, or by a setting in OpenInsight’s
Reads in any MultiValue system are fast. Once the environment that will update any pending transac-
key to a record is known, a read in OpenInsight tions for the field and file being queried. This all
takes about one I/O operation. If the key is not goes on behind the scenes and will run for years
known, and a value in the record must be found, without any maintenance whatsoever.
each record must be read and the field evaluated The indexes in OpenInsight are actually second-
to see if it matches the search criteria. ary indexes. The primary key is the first index. In
Indexes in OpenInsight are pretty similar to the fact, the name of our trigger is a program named
index you’d find in the back of a technical man- SI.MFS, where the SI stands for secondary index-
ual or textbook. When looking for a particular ing.
word or phrase, you can either read through the
two types of Indexing: btree and
entire manual again looking for the word, or you
cross References
can look up the word in the index. If the word or
The two most common indexes used in OpenIn-
phrase is there, there is a list of pages where the
sight are Btree and Cross References. Btree index-
phrase can be found.
es are usually used on fields that contain a single
Indexes in OpenInsight work in a similar manner. value, such as a date, status, or value. When a Btree
When an index is built, a list of values in a field is index is added to a field, the following occurs:
created by scanning all records in a file. The list is
1. The index is added to a field on a file. For this
then stored with an associated list of keys for each
example, we’ll call it the STATE field in the
value in the list of indexed values. When the index
CUSTOMER table.
is built, a ‘trigger’ is placed on the file. Whenever
a LIST or SELECT statement is run against the field

32 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


2. The dictionary record for the shows how that data would be stored 2. The dictionary record for the NAME
STATE field is flagged as having an in the nodes in the index file. field is flagged as having an index
index on it. Specifically, field 6 of on it. Specifically, field 23 of the
A Cross Reference index acts much
the dictionary record is stamped dictionary record is stamped with
like a Btree index, but has an interme-
with a 1. the name of a newly created sym-
diate step. Cross Reference indexes
bolic field called NAME_XREF.
3. The Index Build process then reads are usually used on fields that contain
through all records in the file, mak- a string, rather than a single value. 3. The NAME_XREF symbolic is creat-
ing a list of all values in the STATE During the Index Build process, the ed and has a formula that calls a sys-
field. string is brought into memory and is tem routine named XREF, passing
broken up into its component pieces. in parameters from the initial index
4. As each value is stored, the key
Throw away words such as ‘A, the, is’ setup. This routine parses a passed
from its record is stored in a cor-
etc are thrown away, and the remain- string and removes words found on
responding list.
ing component pieces are indexed. the user configurable Stop List.
5. After the entire file has been pro- The ‘throw away’ words are listed in
4. The Index Build process then reads
cessed, the list is written in nodes the OpenInsight environment settings
through all records in the file, mak-
of logical chunks of data into a file as a Stop List and can be configured by
ing a list of all values returned from
with the same name as the origi- the user.
the NAME_XREF field.
nal data file, but prefixed with an
Specifically, when a Cross Reference
exclamation point. For example, 5. As each value is stored, the key
index is built, the following occurs:
!CUSTOMER. from its record is stored in a cor-
1. The index is added to a field on a responding list.
6. A trigger is applied to the file.
file. For this example, we’ll call it
6. After the entire file has been pro-
Figure 1 shows an example of records the NAME field in the CUSTOMER
cessed, the list is written in nodes
in the CUSTOMERS file and the con- table.
of logical chunks of data into a file
tents of their STATES field. Figure 2
with the same name as the original
Continues on page 35

ID: 1 2 3 4 5 6 7 8 9 10 11 12
Value: CT NJ NY CT NJ NY RI CT NJ TX CA NY
fig. 1 Raw customer Data showing the stAtes field

Values CA CT NJ NY RI TX
Associated IDs 11 1,4,8 2,5,9 3,6,12 7 10
fig. 2 sample Indexed Node in !custoMeRs file for the stAtes field

ID Name
1 The Very Big Corporation Of America
2 The Very Fine Beverage Company
3 Crates Beverages and Fine Foods, Inc.
fig. 3 customer Data showing the NAMe field

ID Name
1 The Very Big Corporation Of America
2 The Very Fine Beverages Company
3 Crates Beverages and Fine Foods, Inc.
fig. 4 customer Data showing the NAMe_XRef field after the ‘stop list’ is applied

Values AMERICA BEVERAGES BIG CRATES FINE FOODS VERY


Associated
1 2,3 1 3 2,3 3 1,2
IDS
fig. 5 sample Indexed Node in !custoMeRs for the NAMe_XRef field
I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 33
Are you PrePAred?
www.KeyAlly.com Continued from page 7

Results@KeyAlly.com computer is on-site, which makes it no


more than a five minute process.
YEAR END loss of key employees
DEADLINES When creating a disaster recovery plan,
IT staff usually forgets one key disaster:

November 2007
S M T W T F S
CLOSING
CLOSING IIN
IN?
N? The loss of a key employee such as the
MIS manager or programmer. If these
1 2 3
people are just on vacation or out on
4

11
5

12
6

13
7

14
8

15
9

16
10

17
sick leave, it isn’t so bad, but when one
of these people quits or gets fired, you

Keyy
18 19 20 21 22 23 24

25 26 27 28 29 30
have a large problem on your hands.

Ally December 2007


S

2
M

3
T

4
W

5
T

6
F

7
S
1
8
Generally, these people have complete
access to your computer system. They
know how to get to key data and know
9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29
how to change it manually. Make sure
30 31
you have security in place not even
10%
1 0% D these people can bypass. One disgrun-
E t tled ex-employee can cause a lot of
Off-Site Consulting damage to a computer system’s data if
November & December Only they know how.
Another problem that occurs when a
P. O. Box 540957 key person leaves the company is they
Queens, NY 11354, USA usually aren’t around long enough to
train someone new to take their place.
There have been companies who went
for months with out doing billing or
any other key function after a Control-
ler left and no one else know how to
do it. Make sure there is at least one
other person in the company that
knows how to operate the system’s
key functions.

test it
There is one step in a disaster recovery
plan that is often forgotten — testing
it. Oh, they create one, have it all ready
to use, and when the disaster strikes,
it still takes them just as long as if they
didn’t have a plan at all. Always test
your plan on a periodic basis; for ex-
ample, every six months. You never
know when a disaster will strike. Be
prepared for it.
There is a classic story that I’ve heard
about testing. A company created a di-
saster recovery plan and had it posted.
A new VP comes in, sees it, and decided
to test it. He walks to the main power
Continues on page 45
34 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008
indexeS in oPeninSighT –
PArT 1: Theory Are you realizing the full potential of your IT investment?
Continued from page 33
With PRC® software configuration management, you don’t
data file, but prefixed with an ex- have to stop at compliance. Grow that investment into
something of real value: immediate control and clarity.
clamation point. So, in our exam-
ple, !CUSTOMER. Branch out with data trails, defined emergency access, change
control, process documentation, check out/in and
7. A trigger is applied to the file. automated deployment and rollback.

Figure 3 shows an example of records Then, scale into best practices that keep you, your
in the CUSTOMERS file and the con- SJ+ Systems Associates auditors, your data and your IT staff
happy and productive.
tents of their NAME field. Figure 4 www.sjplus.com
shows how that is affected by the Stop
954.796.9868 Let PRC® help your business blossom.
List, and figure 5 shows how the data
would be stored in the index nodes.
searched for. Over time, this will be- record. You could try to open the re-
Relational Indexes
come increasingly cumbersome. cord in an editor, delete the value from
The final type of index in OpenIn-
the multivalued field, and save the
sight is called a Relational Index. A A solution would be to add a relational
record. However, if you opened the
Relational Index will store keys from index to the COURSES table. By put-
record again, you’d see the value you
records in one table as multivalues in a ting a relational index on the STU-
deleted back in the field. We mean it
field in another table. It then maintains DENT_IDS field in the Courses Table,
when we say referential integrity. To
this relationship automatically and en- the index will store the value of the
get rid of a course value for a student,
forces referential integrity. COURSE_ID in a new multivalued field
you’d have to go to the COURSES table
in the STUDENTS table. Once this in-
For example, consider a situation and remove the student’s ID from the
dex is built, a student’s list of courses
where a system is being designed for STUDENT_IDS field.
can be found in the new multival-
a school. There is a COURSES table,
ued field, which is probably named
which has a COURSE_ID, an instruc- theory versus the Real
COURSE_IDS. So from this point for- world
tor, room number, and a multivalued
ward, getting the list of courses is sim- So, now that we’ve discussed the the-
list of student IDs who are attending
ply a matter or listing that new field. ory of how Btree, Cross Reference and
the course (named STUDENT_IDS).
Figures 6 and 7 show a sample of this. Relational Indexes work in OpenIn-
Also suppose that there is a STUDENTS
table that has an ID, name, date of Remember the last sentence from four sight, how do we apply them? Where
birth and so on. paragraphs ago where we mentioned do we apply them? What sort of fields
that once a Relational Index has been should they be applied to? Stay tuned
With this design, if a user wanted to for the next issue of International
applied it maintains referential integ-
see all courses that a student was in, Spectrum for tips on the practical use
rity? Well, suppose you wanted to re-
they’d have to select courses with the of Indexes in OpenInsight. IS
move a course listing from a student’s
student id equal to the student being

Course_ID Course_Name Student_IDs


101 Intro to Psych 306134,123456,888888,121212
301 Database Design 306134,234567,121212
451 Vax Assembler 123456,888888,234567
fig. 6 sample of the couRses table and the contents of the stuDeNt_IDs field

Student_ID Name Course_IDs


121212 Smith, J 101,201
123456 Jones, J 101,451
306134 Ruane, M 101,301
888888 Eighty, E 101,451
fig. 7 sample of the stuDeNts table after a relational index has been added and the couRse_IDs field is created.

I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 35
b y R o s s M o rr i s s e y

Analytical Reporting
By Design

M
y last article presented the design steps around taking specific files in a MultiValue da-

tabase and shaping them for analytical reporting. In this article, the business process is

the starting point of a design process that helps in identifying the appropriate MultiValue files to

model the process and provides a concrete deliverable – an Analytical Reporting Design Worksheet

(fig. 1).

This worksheet can be used with any business intel- Description: A brief description of the solution. Ex-
ligence tool and follows a methodology fine-tuned ample: Returns Analysis.
with workshop participants from over 100 Multi-
Value sites over the course of several years. A PDF High-level Vision
version of the worksheet can be downloaded from Business Process: The aspect of operations that will
www.intl-spectrum.com/s1005. be exposed with this analysis. The flow of transac-
tions as shipments, sales, or customer service calls,
Each of the worksheet entries will be described, and
or snapshot of inventory, accounts payable, or ac-
then examples from a report analyzing returns will
counts receivable. Example: Returns.
be supplied. The target solution is a Tantiva Velocity
matrix, but the same analysis would be required for Grain: The smallest level of analysis for this process.
any OLAP solution – so the word hypercube or the A typical example is invoice line item (as opposed
phrase dimensional model can be used where the to order). A line item grain will support analysis of
word matrix occurs. product sales, while an order grain will support
customer level analysis only. Example: return line
Housekeeping item.
The following entries will help identify this matrix:
Audience: The matrix designed for high-level execu-
ID: The file name associated with this design in the tives will often be significantly different than the one
business intelligence environment. Example: RE- designed for line managers. Understanding the goals
TURNS. of the intended audience is the key to satisfying their
requirements. An audience that is too broad might
Designer: The party taking credit for this matrix de-
be better served by two separate matrixes. Example:
sign.
Purchasing Manager
Date: The date of this design – helpful when under-
Vision Statement: A vision statement has three im-
standing some design decisions. The sophistication
portant uses:
of these designs will evolve over time.
yy it defines the scope and capability of the matrix
so that completion can be defined and met;
Continues on page 38
36 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008
Analytical Reporting Design Worksheet

ID: Designer: Date:


Description:

Business Process: Grain:


Audience:
Vision Statement:

Key Questions:

Source File matching Grain: Source Account:


Validation Plan:

SELECT:
Record Count Complete File: SELECTion:
Volatility Only Complete Records Added: Records Updated: Records Deleted:

Transaction Date matching Business Process and Grain Source File DICT item:

Dimension Attributes
Name DICT item Dimension File Dimension DICT item Count Subset

Measures
Name DICT item Name DICT item

Key Questions Answered in design? Yes Validation Possible? Yes

Tantiva LLC http://www.tantiva.com v1.0


Fig. 1 Analytical reporting design worksheet (download from www.intl-spectrum.com/s1005)

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 37
Analytical Reporting By tainly the matrix should answer many The analysis may be driven by an order
Design questions, but if it fails to answer these line file, but information will be drawn
questions, it must be redesigned. Ex- from product, customer, and control
Continued from page 36
ample: What vendor had the largest files. Example: RMA
yy it guides minor design decisions dollar volume of returns last month?
Source Account: To avoid ambiguity
without having to go back to proj- What product was returned most fre-
when there are multiple versions of the
ect sponsors over and over; and quently?
source file.
yy it provides the best tool for ensur- Choosing the Source Data Validation Plan: The final result will
ing that the project sponsors under- Source File matching Grain: There are not be trusted unless it can be success-
stand and agree with what they are three possibilities when selecting a pri- fully audited. The numbers either need
getting. mary source file: to match or a rigorous explanation of
Example: Provide detailed informa- why they don’t match will need to be
yy just one file matches or contains the
tion on returns to allow the purchas- created – and sold to the end users.
grain of the business process,
ing manager to rank vendors on Either way, a solid validation strategy
product quality. yy multiple possibilities exist, or
must be created. If there is no good
Notice that returns aren’t being ana- yy no files are appropriate. way to validate the results based on
lyzed from the customer satisfaction the choice of source file. For example,
The business process you are tracking
perspective, although the end goal of building a matrix based on a transac-
may be represented in several different
this analysis is certainly to improve cus- tion journal that seems very detailed
files. For example: sales showing up in
tomer satisfaction. and complete could cause problems
open orders, open order lines, order
with phantom transactions that were
Key Questions: One or two key ques- history, order history lines, shipments,
created and backed out without ever
tions that should reflect or amplify the and GL. Choosing the wrong file is very
hitting production files that drive oth-
vision statement, which will be used to risky, so it’s important to get this right
er reporting. It might be a better idea
validate the design and help test. Cer- up front.
to build from a more widely used file,
First, look at the dates associated with even if it involves more work.
transactions in each file. Does order
PICK date, invoice date, posting date(s),
Example: Match totals against the ex-
isting RMA Summary Report
P R O FE S SIONAL shipping date(s), or payment date(s)
make the most sense with the vision SELECT: If the source file contains
Don’t make the mistake of placing statement? more data – more history – or more
your career in the hands of just ANY types of transactions than required by
search firm. We are professionals who Next, look at the volatility of the data in
understand the importance of the vision statement, a SELECT state-
CONFIDENTIALITY and RESPECT of a
the file. Is the data constantly fluctuat-
ment will be required.
job search, and our database of clients ing as orders change based on actual in-
is one of the largest in the country. ventory levels? Does data only reach the Record Count: Understanding the ap-
Unlike the rest, we will work in YOUR
best interests’ to help you further your history file after a week or two? There proximate record count in both the en-
career. Because of our dedication and is usually a trade-off between volatility tire file and the subset of required data
professionalism, we are recognized as and immediacy. Which is most appro- can impact the frequency with which
the leaders in the PICK/UniVerse/Unidata
placement industry in the Tri-State area priate for the vision statement? the data is refreshed.
and throughout the U.S. So if you are
tired of putting yourself at the How easy will it be to validate the re- Volatility: The ideal situation would be
mercy of the rest. sulting solution against the operational where complete records are added and
CALL THE BEST! Contact... system? Are there existing production never changed. This will open the pos-
Matt Hart reports drawn directly from the file in sibility of streamlined extraction of data
question? If not, it may be difficult to from the source file. The worst case is
EXECU-SYS, LTD isolate reporting logic errors from data where records are potentially updated.
1 Penn Plaza, Suite 3306
New York, NY 10119 extraction errors when you validate. Tracking changed records will require
Are you already using the source file in more than a SELECT against two files,
(212) 967-0505
(800) 423-1964 x 302 another matrix? This can speed valida- usually refreshing the entire source
Fax: (212)947-8593 tion, as well as offer the opportunity to file is in order. If records are deleted,
Email: mh@eslny.com leverage existing data extraction. it may be possible to sync up with a
SELECT against two files.
The source file matching the grain of
Consultants Needed Nationwide
analysis is not the only source for data.
38 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008
Defining the solution be a small subset. Provide an English and mix of measures and dimensions,
Transaction Date matching business name as well as the DICTionary name. validation should be possible.
process and grain: If the source file was Example: Customer – CUST.NO (CUS- If either of these two design validation
chosen correctly, the date choice will TOMER NAME), Part – PARTNO steps fails, the design — and perhaps
usually be obvious. If there are sev- (PART DESC), Vendor – VENDOR the vision statement — needs to be re-
eral dates, choose the date that best (VENDOR NAME), Reason – REASON. visited. About one quarter of designs
matches the vision statement. As with CD (CODES DESC subset). uncover some inconsistency during
the other design elements, the date is this validation stage, and this is the best
specified as a Source File DICT item. Measures: The additive numeric values
time to uncover it – before any real
Example: RETURN.DATE — counts and amounts — surround-
work has been done.
ing this business process. Provide an
Dimension Attributes: The by-words of English name as well as the DICTion- Those experienced with the various
the matrix — by customer, by product, ary name. Example: Quantity – QTY, OLAP tools will already know exactly
by warehouse. These will typically be Extended Price – EXT.PRICE, Return what to do with this paper design and
foreign keys and have a supporting file Count –“ 1.” will find their task significantly easier
containing full names or descriptions. than if they worked through design de-
Along with knowing how the support- Validating the Design cisions as they interacted with the soft-
ing file is referenced, it will be helpful Key Questions Answered in design? Do ware. For those not familiar with these
to know how many values there are in the Dimension Attributes and Measures tools, they will be covered in future
each dimension, and whether this is a provide the data required to answer articles. IS
small subset of the whole. For exam- the key questions? How? Example: Yes, ROSS MORRISSEy helps Multi-
ple, an ENTITY file may contain both tracking vendor, price, and date an-
Value shops with Business Intelli-
customers and vendors. And, for most swers the first question; tracking prod-
businesses, the customers will make up uct and count answers the second. gence challenges. If you’re stuck, can’t get
the bulk of the file while vendors will Validation Possible? If the existing RMA started, or want to do more; contact ross@
report uses the same date definition tantiva.com.

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25 years,the best yet. Ladybridge are very
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I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 39
How to Justify Your Attendance to

International Spectrum
2009

J
ustifying your conference attendance to management can be challenging for some IT staff. Much

discussion is focused on the legitimacy of attending conference and trade show programs. The

reality is that conferences are among the most cost effective methods of obtaining education and infor-

mation, and in establishing a network.

why Attend conference And trade y Talk directly to your MultiValue database provider
show events? to get answers to questions
Conference sessions allow you to:
y Talk with others who are using or considering a
y Learn first hand from industry experts that have product or service you are researching
successfully implemented technology solutions
who Attends this conference?
y Keep up to date on new and emerging technolo-
Executives, Chief Information Officer (CIO) and Ex-
gies
ecutive and Senior Level Management, Owners, Con-
y Take the opportunity to create a professional net- sultants, Influencers, Technical Staff, Implementers,
work Sales, Operations and Production, Industry Leaders,
and Vendors.
y Create talking points to communicate more effec-
tively with vendors
why should You Attend?
y Get immediate answers and solutions to issues To justify the cost you need to understand the pur-
within your organization pose of your attendance. Make a list of the things you
would like to accomplish:
y Discover new products that can decrease expense
and increase revenue y Is there a current issue at your company for which
you are looking for a solution?
trade show / exhibition events Allow
You to: y Are there any developing technologies you feel
y See the latest in technology would benefit your company?

y Hear new product announcements y Are there issues you would like to talk to your ven-
dors about?
y Visit all of your vendors in one location
y Can you find one idea that will increase revenue
y Get answers directly from vendors on the exhibi- and/or decrease costs?
tion floor
y Is your company looking at implementing new
y Do some comparison shopping technology?
y Seek solutions and find new technologies

40 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


“How can we justify spending money to participate in a
conference when we are facing budget reductions?” The answer
lies in the value of the conference’s content and the focused
interaction it provides.

y Would you benefit from expanding Ask how to make it happen and get the The cost of attending this conference
your personal and professional net- ball rolling: is often less than the cost of attending
work? classes at other training sites or online.
y Do I get corporate travel involved?
By offering workshops, peer-to-peer
y Does your company need to invest
y Do I need to have dollars in the bud- discussions, and varied IT and Enter-
in your business system to gain or
get right now? Is there money in an- prise presentations, International Spec-
maintain their competitive edge?
other departmental budget that is trum 2009 offers you the knowledge
unused? of multiple trainers, professionals, and
Presenting to Your
Management companies that are focused on the use
y What are some of the things that I
The first and foremost communication of different techniques, methodolo-
should look for while attending?
should be your company’s standard re- gies, and products designed to increase
quest form or a formal memo directed y Is there a branch office in the area your productivity and ability to meet
to your manager requesting attendance that I can visit? the challenges your company or orga-
and why. Be sure to include the ROI nization faces.
y If you are serious about purchasing
and cost savings for attending (see be- “x” software can a vendor sched-
the conference costs:
low for some examples.) A sample of ule an on-site visit to demo or meet
a memo requesting attendance can Early Bird Registration by Feb 15th,
with current users?
be found at www.intl-spectrum.com/ 2009 $795.00
s1006. Schedule a follow-up meeting It is only natural for an administrator to
Hotel $169.00 Per Night x 5 nights
with your boss to discuss the request. ask, “How can we justify spending mon-
(plus taxes)
ey to participate in a conference when
In your memo and follow-up meeting we are facing budget reductions?” The Meals $50.00 per day x 5 days
focus on how attending the confer- answer lies in the value of the confer-
ence is relevant to your company and/ Travel: $450.00 Round trip
ence’s content and the focused inter-
or your team’ goals and future projects. action it provides. Sometimes learning Total (approximate): $2547.00
Here are some talking points to help one new piece of information or gain-
you make a case for attending: ing better understanding about only Your Return on Investment
y International Spectrum has been one process can justify the entire cost To help you create your ROI state-
hosting this conference for over 25 of attending International Spectrum. ment, I’ve compiled a few items and
years and it is regarded by the indus- And making one professional contact assigned values to them. Use these as
try as “the premier MultiValue Edu- can be worth much more. a starting point, and feel free to modi-
cational event.” fy the information as you see fit.
As companies decrease training bud-
gets, they still require IT to do more
y I am going to look for a solution for Research Time:
“this” problem. with less. As companies increasingly
37 Hours x $70.00 per hour = $2590
turn to technology to compensate for
y I believe “this new technology” Per product or tool
a lack of employees, the needs for up-
could benefit the company and I to-date solutions and products become How much time would you spend re-
would like to learn more about it. more important and cheaper to imple- search all the available products, which
y I plan on meeting with “x” vendors ment. Since International Spectrum companies have them, how they work,
to discuss these issues. brings all the tools providers under their costs, and see demos? For exam-
one roof, you save time and money on ple, if you were researching reporting
y I am going to talk with several com- research by seeing everything in one tools, how much time would it take
panies about “x” technology we are place. to find all the available products, and
looking at. setup times to see demos. You could
Continues on page 44
I N T E R N A T I ON A L SP E C T R U M N ov e m B e r / D eC e m Ber 2008 u 41
b y c l i f t o N o l i v e R

Improving Existing Software:

Refactoring Part 1

I
n the Information Management and Services industry, there are very few truisms. There is a wide array

of opinions on everything from the correct selection of programming languages (Proc versus Para-

graphs), program structure (top-down, bottom-up, indented, GOTO-less, GOSUB-less), and appropriate

data structures (multivalues, normalized, mixed). Holy wars continue to be fought by the advocates of cod-

ing in UPPER.CASE versus MixedCase, and nobody likes the nocase_underscore proponets. Shop standards

are usually evolved rather than developed, oral tradition rather than documented, and either ignored or rig-

idly adhered to even when it makes no sense.

But even in this chaotic world of discordant opinions, Second, since nobody dares change any of the code
styles, and personalities, there is one over-arching rule originally written in 1975, the addition of new features
that is almost universal — a rule that will cause even gets accomplished by putting a GOSUB in one or more
the opposing forces of the dynamic array versus dimen- places to reference a set of new code. Because Multi-
sioned array camps to join hands in solidarity and sing Value Basic does not allow us to scope variables, and we
Kumbaya. This rule? don’t want to create side effects in the existing code, a
whole new set of variable names are created in the new
“If It works, Don’t fix It!” subroutine. Of course, the code style of the new routine
This is Rule Number One in most shops I have experi- is nothing like the old code, either. So a couple of years
enced. The prevalence of this rule, however, has some later, you are in the program trying to figure out which
very unfortunate consequences. ACCT.PER, accountPeriod, or actprd variable contains
the data you need to pass to your new subroutine. Oh
First, due to the insistence that code not be changed
yes, and one of those is an EQUATE to an element in a
except to add new features or expand capability, a lot
dimensioned array in unnamed COMMON.
of code is perceived as being fragile. You probably have
one or two (I am being kind) programs in your shop that Third, large blocks of code are commented out. Nobody
have a bad reputation of breaking every time someone knows what it does (or did), but we might need it some-
touches them. To meet the requirements of a new ac- day.
counting rule, you change ten lines of conditional log-
Finally, we are left with a program that nobody under-
ic code and spend the next three days tracking down
stands, not because the programmers in the shop are
and stomping vinanu bugs (Variable Not Assigned, Null
unskilled or lacking in mental acuity, but because the
Used).
morass of code produced by hanging subroutines on the

42 u I N TERNATIONAL S P E C TR U M N ovem B er / D eCem B e r 2008


side of incomprehensible code makes style. It is a series of small, incremen- Third, it helps you spot bugs. Have you
the code, well, incomprehensible. tal improvements made over time. It ever found yourself staring at a piece
Thus, fragile. is disciplined in that we also build a of code and muttering, “I can’t believe
catalog of what kinds of code instances this has been in production for five
Small, Incremental are candidates for refactoring, how it years. This isn’t right. It calculates the
Improvements should be refactored, and any discus- wrong price when this, this, and this
Especially in today’s rapid change en- sion or justification for that particular condition exists.” And it wasn’t a bug
vironment, we need code that we can refactoring. that was reported; it was something
look at and quickly understand, modi- you tripped over just because you hap-
fy, and prove correct by testing. That is Why Make The Effort? pened to be in that code for some other
our goal. Given the sad state of most of There is no arguing whether or not reason.
the code we work with, it is not some- cleaning up the code of a subroutine in
thing that can be achieved overnight. And finally, it helps everyone in the
order to make it easier to understand
First, it requires abandoning the “If it shop program faster. It seems counter-
works, don’t fix it,” mindset. Second, it intuitive, considering that we are talk-
requires making the commitment that ing about taking time to rework code
anytime we have to work on a piece of
The value of a rather than just complete the additions
or modifications necessary. But consid-
code to fix a bug or add functionality, program is increased er, the extra work is only a small amount
we look for ways to make some small
improvement that will move us one when the ability to at any given time; it is the cumulative
effect that gives the big payback. The
step closer to our goal. This methodol-
ogy of continuously improving existing
quickly change the code is cleaner. Therefore the code is
software is called Refactoring. program to meet easier to understand. Because people
can understand the code, additions and
Refactoring is a methodology and phi- unknown future modifications can be made much more
losophy started in the Smalltalk pro- quickly. In addition, the fact that the
gramming community. Thus, most of requirements is code is actually understandable means
the writings about it assume you are
working in an Object Oriented Pro-
enhanced. that those additions and modifications
will be made more safely. You aren’t as
gramming language, though we are likely to break code you understand as
seeing more work and papers being you are when trying to modify an in-
produced for non-OOP platforms. This and modify before making the actual
comprehensible mess. Thus, the pro-
series of articles will step back from modification requires a little extra ef-
gram has more value.
the OOP orientation and examine the fort. So the question is, is that little
underlying concepts of refactoring and extra effort worth it? Well, what does The value of a program is increased
explore how to apply them to our Mul- refactoring get you? when the ability to quickly change the
tiValue world. program to meet unknown future re-
First, it improves the program’s de-
quirements is enhanced — to be able
Probably the best known book on this sign and makes it easier to understand.
to “develop at speed,” as it were. It’s a
topic is Refactoring: Improving the How many times have you spent liter-
rapidly changing world out there, and
Design of Existing Code by Martin ally hours trying to figure out some old
the rate of change is increasing. For
Fowler. (Its examples are in Java and piece of code worked and when you
example, a few years ago a couple of
assume OOP.) This is the book that got had the “Ah, Hah” experience, it took
Congress critters decided the Informa-
the refactoring ball really rolling, so it all of half an hour to make the modifi-
tion industry needed to be regulated in
seems appropriate to quote its defini- cation?
some areas. Look at what we’ve been
tion of refactoring: Second, it helps correct “cruft creep.” dealing with since. Change can blind-
“Refactoring is a disciplined technique Cruft is that accumulation that, like the side you if you don’t anticipate it.
for restructuring an existing body of dust bunnies under your bed, are little
Having made the case for refactoring as
code, altering its internal structure tidbits of coding that just mess things
an ongoing philosophy and program-
without changing its external behav- up even though they don’t prevent get-
ming ethic, our next installment will
ior.” ting the job done. An example might
start by discussing some of the key in-
be the same line of code to set a vari-
Take particular note of the fourth word dicators that a section of code might
able to a particular value duplicated in
in that definition. Disciplined. Refac- be a candidate for refactoring. This is
every CASE clause rather than one line
toring is not going into code and mak- known among refactoring advocates as
of code setting the variable in a single
ing massive changes based on personal code “smells.” IS
line of code before the BEGIN CASE.
I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 43
How to Justify Your Atten- hours or more in industry training, not changes. They are no longer in busi-
dance to International to mention product-specific training. ness. If your company doesn’t keep up,
Spectrum 2009 then it will cost them more in the long
Continued from page 41 Many of the sessions at International
run or they will start to loose business
Spectrum Conference cost well over
and money just because they chose to
spend a good day to day and a half just $500 apiece as webinars. With the
stay in the same place.
looking for the available products and advantage of face to face time with
scheduling demos. the speakers and presenters, you are
Professional Networking:
getting the benefit of onsite training,
The demo itself might take two hours. 30 hours
which can normally cost over $1200 a
If you assume you will also lose 30 min-
day. Professional networking is one those
utes before the demo getting prepared
items that is hard to quantify. User
and then another 30 minutes after the
groups and online forums have taken
demo writing up your notes about the
demo and your impressions, that is
Attendees will over some of this, but sometimes you
three hours per product. return to their can be more productive just meeting
and talking to people in person. You
You also have the research on imple- companies with may find someone in your vertical mar-
ket place that has the same problem,
mentation which could take three or
four days per product just to under- increased knowledge or has already solved the problem you
stand how you would integrate the new
product into your existing systems. of the practices, have, that you would not find any-
where else.
Now this is just for one product or techniques, and Attendees for the International Spec-
tool. If you are planning to look at all
the different tools and their competi-
tools of technology trum Conference come from many dif-
ferent vertical marketplaces: housing,
tors, then multiply this by the number that will make them retail, banking, manufacturing, distri-
of vendors available. bution, trucking, and the list goes on
more productive. and on.
Consulting Time:
Some attendees find they learn a great
12 Hours x $100-120.00 per hour =
deal from talking to one another be-
$1200.00 Intangibles: cause they are talking to someone that
Many of International Spectrums speak- Don’t invest In Software, Lose has already solved the problem versus
ers are industry experts and work as Business: someone who will help you solve the
professional consultants. They are pre- You have likely already seen this with problem. If you have to place a value
senting at the conferences to help you your existing system, or will see it on this, then I would look at it as con-
understand new technologies and how soon. If you don’t invest in your exist- sulting time.
best to implement them without cost- ing enterprise systems, you will start
ing your company tons of money. If losing business. Or you will start hear- Make The Most Of Your
you schedule time with speakers after ing rumblings of “you have got to move Conference Attendance
sessions, you can get more in-depth an- off this old technology”, when there is When discussing your attendance with
swers to your questions. nothing wrong with your advanced your manager, be sure to share how
complex business system except that you will make the most of your confer-
You can easily spend three hours a day ence attendance. Here are a few things
those using the system—both manage-
with one or more of the speakers. With you can do to get the most out of the
ment and staff—want different user
a normal consultant’s fee at over $100 conference:
interfaces, nicer reporting options, and
an hour, you can recoup most, if not
web connectivity.
all, of your conference expenses. Before the Conference:
You have to invest in training and soft- 1. Match a list of session topics to
Training And/Or Continuing ware exploration now, so that in the fu- specific challenges your business
Education Hours: ture, even just two to three years from faces.
24 Hours x $70.00 = $1680 now, you know what your options are.
Look closely at what has happened 2. Compare the cost of an outside or
With four days running five tracks of
to Wall Street in the last few months. on-site consultant versus the confer-
educational sessions and workshops,
There are many companies that didn’t ence fee.
you could spend a minimum of 24 Continues on page 45
move fast enough to keep up with the

44 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008


How to Justify Your Atten- Are you Prepared? Clif Notes
dance to International Continued from page 34 Continued from page 46
Spectrum 2009
Continued from page 44 breaker box, flips the switch to turn off this a bit too far. After all, no amount of
the power to the whole building. This believing I can transform myself into a
3. Develop a complete cost justifica- throws the company into the disaster fighter jet (all right, in my case, a jum-
tion using the information provided recovery process for power outages. bo jet) is going to permit me to sprout
in “Why Attend” page on the Inter- wings and develop a jet engine. (Don’t
Things run smoothly into disaster re-
national Spectrum web site. even go there.) No amount of positive
covery mode, until they realize that
attitude or daily group recitation of
During The Conference the customer service department relies
“Every day, in every way, our software
more heavily on the computer systems
4. Network with MultiValue profes- gets better and better,” is going to help
now, than they did when the plan was
sionals and users to understand a piece of junk software become the
created two years ago. Now they can’t
how to solve specific business chal- next Killer App. No, I am not talking
log calls and can barely even answer
lenges. about affirmations, laws of attraction,
the phones.
and other metaphysical woo-woo. I’m
5. Attend training sessions and work-
So the VP rushes back down to flip the interested in the studies, theories, and
shops.
power back on. The breaker gets stuck findings of the area known as Positive
6. Request one-on-one consulting with between on and off, so now they can’t Psychology. Work in the areas of goal-
the speakers, product experts, ex- do anything because the power to the directed thinking, learned optimism,
ecutives and account managers to site is truly and surely broken until they consequences of positive emotions,
discuss your needs. can get an electrician out to fix it. and so forth indicate that yes, up to a
point, changing our thinking and atti-
After The Conference While that is happening, they fall fur-
tudes really can change our outcomes.
ther into the disaster recovery plan,
1. Create action reports with detailed Rather than discuss theory, let me give
preparing to move the computers to
content, form execution teams, take you an example.
their off-site warehouse to setup and
the necessary action and follow up.
run. They start moving the comput- We all know that no matter how much
See the trip report template on the
ers, and come to find out they changed you test, there will always be bugs in
International Spectrum web site.
warehouses as well, and it doesn’t have our software. Industry pundits assure
2. Train others and give a presentation the power or networking infrastructure us this is true. Software systems are
to co-workers on what you learned. that the old warehouse had. Now they just so complex, complete correctness
have moved all their computers from is simply not possible. This, of course,
3. Implement at least one performance
the main office to the warehouse, but is common knowledge. It is also an
change you’ve learned.
can’t do anything with them. attitude that irritates me to no end. I
4. Document savings associated with wonder how many of these people
Now you can see where this story is
what you learned for next year. who have this attitude would get on
going. Make sure you review and test
an airplane to fly coast to coast if all
your disaster recovery planning. With
Conclusion of the aircraft engineers publicly pro-
more and more systems being integrat-
The International Spectrum 2009 Con- nounced, “You know, these aircraft
ed with your networking systems, you
ference is one of the best places to are so complex, there is no way all the
may find you have to review your disas-
get MultiValue education and product parts can be expected to be put togeth-
ter recovery plan every time you add
information. Just by reviewing the dol- er properly and always work correctly.
new hardware, software, programs, or
lars spent versus the dollars saved, how Besides, the FAA is just going to issue
buildings, regardless if it is IT related
can you pass it up? change orders, so why even bother?”
or not.
Yeah, I didn’t think so. Besides, I have
Along with a copy of this article, I’ve
Disaster recovery plans should always experiences to the contrary.
included a “Why Attend” section on
be a key part of your business systems.
the International Spectrum Confer- Back in the late 70s, I read a book on
The time and money it takes to set one
ence site. This section includes “Justi- programming methodology that as-
up is worth it in the long run. Make
fication Toolkits” to help you convince serted that programs that compiled and
sure the plan is written down and put
management of the value and savings ran correctly the first time should be
somewhere that it can be found, and
of attending the conference on March the rule rather than the exception. Be-
always go over your plan periodically
23rd-26th, 2009. IS ing young and dumb and not knowing
to make sure it is current and that ev-
any better, I started trying to do it. It
eryone knows what to do. IS
Continues on page 31

I N T E R N A T I ON A L SP E C T R U M N ov e m b e r / D ec e m ber 2008 u 45
Clif Notes
Continued from page 47
how to respond to external events
Subscribe on-line at

Free Subscription www.intl-spectrum.com


or
fax this form to (603) 250-0664
and keep Spectrum magazines
coming free for 1 year!!
and even internal events (emotions,
thoughts, etc.). In fact, one of the defi-
nitions of attitude listed in Merriam-
Websters Unabridged dictionary is:
An organismic state of readiness to
act that is often accompanied by con-
siderable affect and that may be acti-
vated by an appropriate stimulus into
Name Title
significant or meaningful behavior.
I don’t know about you, but I have a
Company
somewhat less than positive attitude
Address
about overblown definitions. There are
only two words in that definition that
City State Zip
are important: Act and Behavior. Our
attitudes determine what we do. The
Phone Fax typical person recognizes this on an in-
tuitive basis and does not spend a lot of
E-mail Web Site time analyzing it. On their own, they
do not discover the next step.
Signature Date

You can choose your attitudes.


You heard correctly. You can choose
(All questions must be answered. Incomplete forms will not be processed. Complimentary subscriptions are your attitudes. Since your attitudes
limited to U.S. addresses.)
help determine what you do, and what
1. What is your job function/title? you do affects your results, you can lit-
Principal/Owner Sales/Marketing erally change portions of your world
President/GM/CEO Programmer/Analyst and your experience of it by changing
MIS/DP Manager Purchasing your mind. This is not a new concept.
Controller/Financial Consultant
In fact, one of the earliest written refer-
VP/Department Head Other
____________________________ ences to this idea may date back to the
fourth century BCE.
2. Is your company a (check one):
Computer System Supplier Dealer/OEM/VAR Software House The idea that your life is affected by
Consultant End User Other ________________ your thinking has been popular with
various spiritual movements, especial-
3. What MultiValue Databases does your company use? (check all that apply)
ly the New Thought movement of the
D3 Native MultiValue Reality Other _____________
early 1900s here in the United States.
jBASE uniData UniVerse uniVision
These schools are based on religious
or metaphysical principles that are
5. What major business/industry most clearly describes your company? not the focus of this discussion other
Accounting Medical Direct Marketing Legal than as evidence that this is not a new
Banking/Finance Dental Construction Retail
concept. It has also found its way into
Education Insurance Other ____________________________
the Self Help movement and a number
6. What are your firm’s approximate gross annual sales? of Business Success and Motivational
Under $500,000 $500,000 - $1 million seminars. One early statement was Na-
Over $1 million - $5 million Over $5 million - $10 million poleon Hill’s, “What the mind can con-
Over $10 million - $25 million Over $25 million - $100 million ceive, and believe, it can achieve.”
Over $100 million - $500 million Over $500 million
Ok. I’m fine with that up to a point.
But some people and books are taking
IS 03/08 Continues on page 45

46 u I N TERNATIONAL S P E C TR U M N ovem b er / D ec em b e r 2008


Cop an Attitude.
It’s a Good Thing Clif es
B y C l i f t o n O l i v e r
Not

F
or most of our readers, the Holiday Season is upon us. For many, this becomes a time

of reflection and contemplation as our various spiritual, philosophical, and secular tradi-

tions encourage various attitudes like gratitude, generosity, and compassion. At the same time, we

grapple with the chaos, crowds, and incivility of the shopping malls and the attitudes generated by

crass consumerism, obnoxious shoppers, and the battle mentality that true happiness lies in getting

possession of that last game console. Yes, it is definitely a time when we are all much more aware

of attitudes. So, being the geeks that we are, let’s examine the topic a bit.

Like many things, our first introduction to attitudes work and accidentally knocked an entire carton of
comes from our parents. Unfortunately, this intro- raw eggs onto the floor. We weren’t, either. But I
duction most often presents attitudes as a negative would be willing to bet her comment was not any-
thing. “Don’t give me that attitude.” “Don’t you dare thing along the lines of, “Oh my. What a wonderful
cop an attitude when I ask you to do something.” opportunity to mop the floor. It will be so nice not
“Keep it up; you’re one short step from receiving to have to do that this weekend.”
an attitude adjustment!” So we start out believing
“He’s such a self-centered jerk. His ‘all-about-me’
that “attitude” is a Bad Thing. If we have one, it
attitude is really getting on my nerves.” Hm. That
means we are not nice, and we had better “lose it”
attitude must be why he spends his weekends
pronto. It is not for several years that we learn there
dressing up in a clown outfit, going down to the
can be positive attitudes, too.
Shriner’s Hospital, and spending most of the day
Unfortunately, having discovered that attitudes can going around the wards trying to elicit a laugh or
be either negative or positive, most people make even a weak smile from the burned and crippled
two mistakes. First, they promote a predominate at- children.
titude to the status of a personality trait. Second,
So you see? Attitudes are not fixed. Little Miss Sun-
they decide that once a predominate attitude has
shine might not be safe to be around until after her
been established, it is unchangeable. Neither of
second cup of coffee in the morning. Mister I’m
these is really the case.
Wonderful may be the assistant cook at the local
“She always has such a positive attitude. She can homeless shelter three nights a week. Attitudes
see the good in any situation.” Really? You weren’t come; attitudes go. Sometimes by the hour, some-
in the kitchen this morning when she was late for times by the minute. Attitudes help us determine
Continues on page 46

I N T E R N A T I O N A L SP E C T R U M N ov e m b e r / D ec e m b er 2008 u 47
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