J.D. Meier's Blog

Software Engineering, Project Management, and Effectiveness

January, 2007

  • J.D. Meier's Blog

    Using Live.com for RSS

    • 11 Comments

    Here's a quick set of steps for using Live.com (http://www.Live.com) as your RSS reader.  What I like about it is that I can log in to it from anywhere.  What I like most is that I can create multiple pages to organize my feeds.  This let's me focus my information.

    Here's the steps for creating pages and adding feeds to them: (you need to login to Live.com for these options)

    Adding a New Page

    1. Click Add Page.
    2. Click the drop-down arrow next to the new page you just created.
    3. Click Rename and type the name of your page (for example VS.NET)

    Adding Feeds

    1. Click Add stuff (upper left)
    2. Click Advanced options
    3. Put the path to the RSS feed you want (for example, http://blogs.msdn.com/jmeier/rss.xml), next to the Subscribe button.
    4. Click subscribe.  This will add the feed to your page.
    5. Either add more feeds or click Add stuff again (upper left) to close the options.

    Tip - If I need to search for a feed, I use a separate browser, do my search, and then paste the path next to the Subscribe button.  I don't like the Search for feeds option because I lose my context.

    I like Live.com for my Web-based RSS reading experience.  I use JetBrains Omea Pro for my desktop experience, where I do my heavy processing.  I think of this like my Outlook Web Access and Outlook desktop experiences.  My Web experience is optimized for reach; my desktop experience is optimized for rich.

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    From Guides to Guidance Modules

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    Have you noticed the transition from guides to guidance modules over time?  My first few guidance projects were actually guides:

    While the chapters in the guides were modular, the overall outcome was an end-to-end guide.  On the upside, there was a lot of cohesion among the chapters.  On the downside, the guides were overwhelming for many customers who just wanted bits and pieces of the information.  That's the challenge of making a full guide available in html, pdf and print.

    Examples of Guidance Modules
    .NET 2.0 Security Guidance was the first project to use "Guidance Modules".  Guidance Modules are effectively modular types of guidance:

    Benefits of Guidance Modules
    The benefits of modules include:

    • "right-size" the solution to the problem
    • easier to author and test the guidance (templates and test cases)
    • easier to consume (you can grab just the guidance you need)
    • release as we go vs. wait until the end
    • you can build guides and books from the modules (strong building blocks for guides)

    The Chunking Has Just Begun
    While the initial chunking of guidance has certainly helped, there's more to go.  Customers have asked for even smaller chunks.  For example, rather than have all the guidelines in a single module, chunk each guideline into its own page.

    Dealing with Chunks
    Chunking up the guidance creates new challenges.  How do you find, gather and organize the right set of modules for your scenario?  This is a good problem to have.  Assuming there's guidance modules that have great community around them and they're prescriptive in nature (it prescribes vs. describes solutions), then the next step is to improve how you can leverage the modular information.  That's where Guidance Explorer comes in.  It was an experiment to explore new ways of creating, finding, and using guidance modules.  We learned a great deal about user experience, which I'll share in a future post.

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    Analyzing a Problem Space

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    How do you learn a problem space?  I've had to chunk up problem spaces to give advice for the last several years, so I've refined my approach over time.  In fact, When I find myself churning or don't have the best answers, I usually find that I've missed an important step.

    Problem Domain Analysis

    1. What are the best sources of information?
    2. What are the key questions for this problem space?
    3. What are the key buckets or categories in this problem space?
    4. What are the possible answers for the key questions?
    5. What are the empirical results to draw from?
    6. Who can be my sounding board?
    7. What are the best answers for the key questions?

    1. What are the best sources of information?
    Finding the best sources of information is key to saving time. I cast a wide net then quickly spiral down to find the critical, trusted sources of information in terms of people, blogs, sites, aliases, forums, ... etc.  Sources are effectively the key nodes in my knowledge network.

    2. What are the key questions for this problem space?
    Identifying the questions is potentially the most crucial step.  If I'm not getting the right answers, I'm not asking the right questions.  Questions also focus the mind, and no problem withstands sustained thinking (thinking is simply asking and answering questions).

    3. What are the key buckets or categories in this problem space?
    It's not long before questions start to fall into significant buckets or categories.  I think of these categories as a frame of reference for the problem space.  This is how we created our "Security Frame" for simplifying how we analyzed application security.

    4. What are the possible answers for the key questions?
    When identifying the answers, the first step is simply identifying how it's been solved before.  I always like to know if this problem is new and if not, what are the ways it's been solved (the patterns).  If I think I have a novel problem, I usually haven't looked hard enough.  I ask myself who else would have this problem, and I don't limit myself to the software industry.  For example, I've found great insights for project management and for storyboarding software solutions by borrowing from the movie industry.

    One pitfall to avoid is that just because a solution worked in one case doesn't mean it's right for you.  The biggest differences are usually context.  I try to find the "why" and "when" behind the solution, so that I can understand what's relevant for me, as well as tailor it as necessary.  When I'm given blanket advice, I'm particularly curious what's beneath the blanket.

    5. What are the empirical results to draw from?
    Nothing beats empirical results.  Specifically I mean reference examples.  Reference examples are short-cuts for success.  Success leaves clues.  I try to find the case studies and the people behind them.  This way I can model from their success and learn from their failure (failure is just another lesson in how not to do something).

    6. Who can be my sounding board?
    One assumption I make when solving a problem is that there's always somebody better than me for that problem.  So I then ask, well who is that and I seek them out.  It's a chance to learn from the best and force me to grow my network.  This is also how I build up a sounding board of experts.  A sounding board is simply a set of people I trust to have useful perspective on a problem, even if it's nothing more than improving my own questions.

    7. What are the best answers for the key questions?
    The answers that I value the most are the principles.  These are my gems.  A prinicple is simply a fundamental law.  I'd rather know a single priniciple, then a bunch of rules.  By knowing a single principle, I can solve many variations of a problem.

    Now, while I've left some details out, I've hopefully highlighted enough for you here that you find something you can use in your own problem domain analysis.

  • J.D. Meier's Blog

    Five Things You Didn't Know About Me

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    I was blog-tagged by Ed, so here are 5 things you probably don't know about me ...

    • I've trained in Muay Thai kickboxing (head-butting and all), which reminds me I need to work on my splits again.
    • I have lineage to a king long ago, in a country I don't live in.  (This one actually surprised me!)
    • Robert Redford accidentaly stepped on my foot while shooting The Quiz Show. (A related long story told short here is that
    • I found out two weeks too late that I had been offered a speaking role for an HBO special)
    • I've applied Neuro-Linguistic Programming (NLP) to shape software engineering and guidance.
    • I have a pet Wallaby


    I'm tagging Alik, Rico, Ron, Srinath and Wojtek to post their 5 things.

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    Tags for Visual Studio 2005, Team System, and Team Foundation Server

    • 3 Comments

    I'm paving paths through the VSTS body of knowledge for my team.  I like tags and tag clouds.  They quickly tell me what people are thinking and talking about.  Here's a list of tags I put together for my team:


    Channel9

    Code Plex

    MSDN Tags

    Technorati

  • J.D. Meier's Blog

    VPC with VSTF Single-Server Deployment

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    Below is a walkthrough of the steps I took to install VSTF (Visual Studio Team Foundation) on a VPC.  I found a path that worked for me.  I'm providing it as a reference both for myself and for others that might need it.  I ran into issues during my initial installation. These turned out to be problems with my base installation of Windows on my VPC, not VSTF.

    Here's the steps I took:

    1. Downloaded the most current version of the VSTF installation guide from http://go.microsoft.com/fwlink/?LinkId=40042  
    2. Created a VPC with windows 2003 SP 1.  I installed Windows Server 2003 with Service Pack 1 (SP1), Enterprise Edition.
    3. Created three local service accounts.  I created the following custom accounts: "tfsetup", "tfserviceaccount", "tfreportingaccount."  I added my "tfsetup" to the local administrators group.  I added my "tfservice" account and "tfreportingaccount" to the IIS_WPG group.
    4. I logged out of Windows and then logged in using my "tfsetup" account.
    5. Installed IIS 6 and selected ASP.NET during the installation.
    6. Rebooted.
    7. Ran Windows Update at http://windowsupdate.microsoft.com.  I ran the Express check.
    8. Installed SQL Server 2005 Enterprise.  On the SQL Server Database Services page, I installed the following components: Analysis Services, Integration Services, Reporting Services.  On the Feature Selection page, under Client Components, I selected to install Management.  On the Service Account page, I selected to use the built-in System account.  I selected local system.  In Start services at the end of setup, I selected all services: SQL Server, SQL  Server Agent, Analysis Services, Reporting Services, and SQL Browser.  On the Authentication Mode screen, I chose Windows Authentication Mode.  On the Report Server Installation Options page, I chose Install default configuration.  On the Error and Usage Report Settings, I chose "Automatically send Error reports for SQL Server 2005 to Microsoft or your corporate error`reporting server" and "Automatically send Feature Usage data for SQL Server 2005 to Microsoft."
    9. Rebooted
    10. Installed Microsoft SQL Server 2005 SP1 (SQLServer2005SP1-KB913090-x86-ENU.exe) from http://go.microsoft.com/fwlink/?LinkId=57414. SP1 included the hotfix that updates SQL Server Analysis Services to support reporting  more efficiently.  When I encountered locked files during the install I stopped the SQL Services using the SQL Server Configuration Manager. 
    11. Rebooted.
    12. Installed the .NET Framework 2.0 HotFix.  I installed KB913393 (NDP20-KB913393-X86.exe) from the VSTF installation media.
    13. Installed  SharePoint Services with Service Pack 2  (http://go.microsoft.com/fwlink/?linkid=55087)  On the Type of Installation page, I selected Server Farm.  After setup completed, I browsed to http://localhost:13667/configadminvs.aspx.  I didn't make any changes.  I went to Windows Update and checked for critical updates using the Express option.
    14. Rebooted.
    15. Installed Team Foundation Server.  I chose Single-Server Installation.  On the System Health Check, I ran into an error.  The error message told me that the SQL Server Agent service was stopped.  I enabled the SQL Server Agent using the Services applet from the control panel and set it to automatic.  On the Service Account page, I used my custom local account: "tfserviceaccount" On the Reporting Data Source Account page, I used my custom local account:  "tfreportingaccount."  I completed the installation without further issues.
    16. Rebooted.

    I don't think it was actually necessary to do all the reboots that I did.  Personally, I've found that interspersing reboots during product installations help me avoid common installation hiccups.

  • J.D. Meier's Blog

    Guidance Explorer as Your Personal Guidance Store

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    Although Guidance Explorer (GE for short) was designed to showcase patterns & practices guidance, you can use it to create your own personal knowledge base.  It's a simple authoring environment, much like an offline blog.  The usage scenario is you create and store guidance items in "My Library".

    While using GE for day to day use, I noticed a simple but important user experience issue.  I think we should have optimized around creating free-form notes, that you could later turn into more structured guidance modules.  There's too much friction to go right to guidance, and in practice, you start with some notes, then refine to more structure.

    To optimize around creating fre-form notes in GE, I think the New Item menu that you get when you right-click the MyLibrary node, should have been:
    1.  Note - This would be a simple scratch pad so you could store unstructured notes of information.
    2.  Guidance Module - This menu option would list the current module types (i.e. Checklist Item, Code Example, … etc.)

    We actually did include the "Technote" type for this scenario.  A "Technote" is an unstructured note that you can tag with meta-data to help sort and organize in your library.  The problem is that this is not obvious and gets lost among the other structured guidance types in the list.

    The benefit of 20/20 hind-sight strikes again!

    On a good note, I have been getting emails from various customers that are using Guidance Explorer and they like the fact they get something of a structured Wiki experience, but with a lot more capability around sorting and viewing chunks of guidance.   They also like the fact that you get templates for key types (so when five folks create a guideline, all the guidelines have the same basic structure.)  I'll post soon about some of the key learnings that can help reshape creating, managing and sharing your personal, team, and community knowledge in today's landscape.

  • J.D. Meier's Blog

    Echo It Back To Me

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    Do people understand what you need from them?  Do people get your point?  A quick way to check is to say, "echo it back to me."  Variations might include:

    • Tell me what you heard so far to make sure we're all on the same page ...
    • I want to make sure I've communicated properly, spit it back out to me ...

    You might be surprised by the results.  I've found this to be an effective way to narrow the communication gap for common scenarios.

  • J.D. Meier's Blog

    24 ASP.NET 2.0 Security FAQs Added to Guidance Explorer

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    We published 24 ASP.NET 2.0 Security FAQs now in Guidance Explorer.  You'll find them under the patterns & practices library node.  We pushed the FAQs into Guidance Explorer because one of our consultants in the field, Alik, is busy building out a customer's security knowledge base using Guidance Explorer.

    Don't let the FAQ name fool you.  FAQ can imply high-level or introductory.  These FAQs actually reflect some deeper issues.  In retrospect, we should have named this class of guidance modules "Questions and Answers."

    Each FAQ takes a question and answer format, where we summarize the solution and then point to more information.

    Enjoy!

  • J.D. Meier's Blog

    Brian Foot and Dynamic Languages

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    Brian Foote gave an insightful talk about dynamic languages to our patterns & practices team. I walked away with a few insights from the delivery and from the content. 

    On the delivery side of things, I liked the way he used short stories, metaphors and challenging questions to make his points.  The beauty of his approach was, I could either it at face value, or re-examine my assumptions and paradigms.  I think I ended up experiencing recursive insight. 

    On the content side, I Iiked Brian's points:

    • Leave your goalie there.  No matter how good your game strategy is, would you risk playing without your goalie?
    • Do it when it counts.  If you're going to check it later do you need to check it now?  Are you checking it at the most effective time?  Are you checking when it matters most?  Are you checking too much or too often?
    • End-to-end testing.  what happens when there's a mistake in your model?  did you simulate enough in your end-to-end to spot the problem? 
    • Readable code.  If you can't eyeball your code, who's going to catch what the compiler won't?

    A highlight for me was when Brian asked the question, what would or should have caught the error?  (the example he showed was a significant blunder measured in millions)  There's a lot of factors across the people, process and technology spectrum.  The problem is, are specs executable? ... are processes executable? are engineers executable? ... etc.

    After the talk, I had to ask Brian what lead him to Big Ball of Mud.  I wasn't familiar with it, but more importantly I wanted Brian's take.  My guess was it was a combination of a big ball of spaghetti that was as clear as mud. He said ball of mud was actually a fairly common expression at the time, and it hit home.

    Following one ponderable thought after another, we landed on the topic of copy and paste reuse in terms of code.  We all know the downsides of copy and paste, but Brian mentioned the upside that cut and paste localizes changes (you could make a change here, without breaking code there).  Dragos and I also brought up the issue of over-engineering reuse and how sometimes reverse engineering is more expensive than a fresh start. In other words, sometimes so much energy and effort  has been put into a great big resusable gob of goo, but you just need to do one thing, that the one thing is tough to do.  I did point out that the copy and paste-ability factor seemed to go up if you found the recurring domain problems inside of recurring application features inside of recurring application types.

    Things got really interesting when we explored how languages could go from generalized to optimized as you walk the stack from lower-level framework type code up to more domain specific applications.  We didn't talk specifically about domain specific languages, but we did play out the concept which turned into metaphors of one-size fits all mammals versus trucks with hoses that put out fires and trucks that dump dirt (i.e. use the right, optimized tool for the job).

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    Policy Verification Through the Life Cycle

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    I thought it might be helpful to share how I think about the problem of "policy verification through the life cycle."  I use policy as a mapping for "rules", "building codes" or requirements.

    For simplicity, I think about requirements as either user, system requirements or business.   I also break it down by business requirements, operational constraints, technological requirements, organizational and industry compliance.  From a life cycle perspective, I break the rules up into design, implementation, and deployment.  This helps me very quickly parse and prioritize the space.  It also helps me use the right tool for the job and right-size my efforts.

    How does this help?  It helps when you evaluate your approaches.

    • What are the most effective ways to verify design rules? (for example manual design inspections)
    • What are the most effective ways to verify implementation rules? (for example, FX Cop and Code Analysis, for low-hanging fruit, combined with manaul code inspections)
    • What are the most effective ways to verify deployment rules? (for example, deployment inspections)
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    patterns & practices - A Team of Thieves

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    If you want a glimpse into our workspace and how we work at patterns & practices, watch the patterns & practices - A Team of Thieves video on Channel9.  Rory interviews Ed and Peter from our team. 

    During the interview they bring up our previous team name, PAG.  PAG, at one point stood for Prescriptive Architecture Guidance, and then became Platform Architecture Guidance.  What I liked about our PAG days was that we got used as a noun and a verb:

    • We need guidance on that! ... can you "PAG it"?!!!
    • Sounds good ... "PAG it!"!!
    • We need a PAG on that! (meaning build a set of guidance)

     

  • J.D. Meier's Blog

    Context is Key

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    I was browsing Rico's blog and I came across his post Do Performance Analysis in Context.  I couldn't agree more.  When it comes to evaluation, context is key.  If you don't know the scenarios and context, you can't trust the merits of your data or solutions.  To spread the idea and importance at work, I've coined the term Context-Precision.
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    9 New Perf Guidelines in Guidance Explorer

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    You should see 9 new performance guidelines in Guidance Explorer (GE).  Well, not entirely new, but refactored and cleaned up.  Prashant Bansode (from our original Improving .NET Performance guide team) was busy while I was out of office for the holidays.  What you'll notice is that many of the guidelines are missing problem and solution examples.  Job #1 is first putting the guidance into this form.  Our new schema for guidelines is more elaborate than the original guidance, which means we'll have information holes.  Fleshing out the missing information would be job next.

    BTW - if you're using Guidance Explorer and have an interesting story on how you've used it, please share it with us at getool@microsoft.com.

  • J.D. Meier's Blog

    844 Guidance Items in Guidance Explorer

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    It's not 9 new guidelines, it's actually 70.  It looks like my Guidance Explorer wasn't done synching when I wrote my previous post.

    Prashant sent me a quick note.  Here is the complete status for Dec and Jan

    • Dec – 33 Guidelines items (.NET 2.0)
    • Jan – 37 Guidelines items (ADO.NET 2.0)

     

    • Total Items – 844
    • Total Guidelines Items – 547
  • J.D. Meier's Blog

    Idioms and Paradigms

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    John Socha-Leialoha wrote up a nice bit of insight on how Users are Idiomatic.  John writes:

    "First, different users will have different definitions of "intuitive." ... Second, and this isn't conveyed directly by the definition of idiomatic, users actually expect inconsistent behavior."

    In my experience, I've found this to be true (user experience walkthroughs with customers are very revealing and insightful).

    I first got introduced to idiomatic design for user experience several years back.  One of my colleagues challenged me to improve my user interface design by trading what might seem like intuitive paradigms for more useful idioms.  He used the example of a car.  He said the placement of the gas/break pedals was not intuitive, but idiomatic. 

    He argued that what's important is that the pedals are placed where they are efficient and effective, not necessarily intuitive.  His point was that I should make design decisions by thinking through user effectiveness/efficiency in the long term vs. just thinking of up front discoverability of intuitive models.  He added that sometimes intuitive placement makes sense, as long as you're not trading overall user experience.

    User experience in software is challenging so I enjoy distinctions like this that make me think of the solution from different angles.

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