Introduction
Drools Guvnor has it's own versioning system, that in production use allows the users of an application to modify the rules and decision tables in order to adapt to change in their business. Yet, the same assets continue to live on the development version control system, where new features to the app are developed.
This post is for looking insight/ideas/experience on rule development and deployment when working with Drools rules and Guvnor.
Below are some key concepts I've been puzzling about.
Deployment to Guvnor
First of all, what is the best way to deploy the drl files and decision tables to production environment? Just simply put them on a zip package and then unzip to Web-Dav folder? What I have navigated around Drools, I haven't found a way to import more than one file at a time. The fact model can be added as a jar archive, though. Guvnor seems to have a REST API of some sort, but using that would require custom deployment scripts.
Change management
Secondly, once the application is in production, the users will likely want to change the values in decision tables in order to set the discount percentages to higher for premium clients etc. This is all fine and dandy, until comes the time to start development of version 2.0 of the app.
Now what we have at this point is
drl files and decision tables in version controlling system
drl files and decision tables in production environment with user modifications, versioned by Guvnor
Now we are in the point of getting the rules and decision tables back from the Guvnor. And again is the Web-Dav folder the best for this, what other options there are?
Merge tools today can even handle Excel file diffs, but sounds like a merge hell to me on a big scale projects.
Keeping the fact model backwards compatible
Yet another topic is fact model integrity. For the assumed version 2.0, developers always want to make refactoring and tear the whole fact model upside down. Still, it must remain backwards compatible with the previous versions as there may be user modified rules that depend on that. Any tips on this? Just keep the fact model simple and clean? Plan ahead / suggest what the users could want to change?
Summary
I'm certain I'm not the first, and surely not the last, to consider options on deployment and change management with Drools and Guvnor. So, what I'd like to hear is comment, discussion, tips etc. on some best (and also the worst in order to avoid them) practices to handle these situations.
Thanks.
The best way to do things depends very much on your specific application and the environment you work in. However the following are pointers from my own experience. Note that I'll add just a few points for now. I'll probably come back to this answer when things come to me.
After the initial go-live, keep releases incremental and small
For your first release you have the opportunity to try things out. Take advantage of this opportunity, and do as much refactoring as possible, because...
Your application has gone live and your business users are maintaining rules in decision tables. You have made great gains in what folks in the industry like to call "business agility". Unfortunately, this tends to be at the expense of application development agility. All of your guided editor rules and decision table rules are tied to your fact model, so any changes existing properties of that fact model will break your decision tables. Unlike in most IDEs these days, you can't just right-click on a fact's getX() method, rename it, and expect all code which relies on that property to be updated.
Decision tables and guided rules are hard to refactor. If a fact has been renamed, then in many (all?) versions of Guvnor, that rule/table will no longer open. You need to get at the underlying XML file via WebDav and do some text searching and replacing. That may be very difficult, considering that to do this, you need to download the file from production to a test environment, make changes, test them, deploy them to a test environment. When you're happy with your changes you need to push them back up to the 'production' Guvnor. Unfortunately, while you were doing that, the users have updated a number of decision tables and you need to either start again, or re-apply the past couple of days' changes. In an ideal world, your business users will agree to make no rule changes for a period of time. But the only way to make that feasible is to keep the changes small so that you can make them in a couple of hours or a day depending on how generous they feel.
To mitigate this:
Keep facts used within Guvnor separate from your application domain classes. Your application developers can then refactor the internal application model to their hearts content, but such changes will not affect the business model. Maintain mappings between the two and ensure there are tests covering those mappings.
Avoid changes such as renaming facts or their properties. Make sure that facts you create and their properties have names which suit the domain and agree these with the business. On the other hand, adding a new property is relatively painless. It is well worth prompting the users to give you an eye on their future plans.
Keep facts as simple as possible. Don't go more complex than name-value pairs unless you really need to. For one thing, your business users will find it much easier to maintain rules. Your priority with anything managed within Guvnor should always be about making it easy for business users to maintain.
Keep external dependencies out of your facts. A developer may think it's a good idea to annotate a fact as a JPA #Entity, for easy persistence. Unfortunately, that adds dependencies which need to be added to Guvnor's classpath, requiring a restart.
Tips & tricks
My personal technique for making cross-environment changes is to connect Eclipse to two Guvnor WebDav directories, and checkout the rules into local directories, where each local directory maps to an environment. I then use the Eclipse diff tooling.
When building a Guvnor-managed knowledge base, I create a separate Maven project containing only the facts, and with no dependencies on anything else. It makes it a lot easier to keep them clean this way. Also, when I really do need to add a dependency (i.e. I use JodaTime where possible), then the build can have a step to generate a shaded JAR containing all the dependencies. That way you only ever deploy one JAR to Guvnor, which is guaranteed to contain the correct versions of your dependencies.
I'm sure there will be more that I think of. I'll try to remember to come back to this...
Related
we are a team of 5 people working with microstrategy. We share every role, but we have no worklfow.
Everybody may build or change attributes and change the schema. This leads often to reports not working. Furthermore, there is no "good" documentation. We tried to establish a documentation with sharepoint, but there we also had no workflow.
Originally, we had an old project where for every report all the attributes where constructed newly. So we did not reuse any existing schema object.
Hence, we started a new project. We realized that due to lack of understanding and lack of workflow we make and made a lot of mistakes. We feel that we understand things better slowly (parent child), but the workflow is still horrible.
We have a development project and a lice project, but with the way we are working now, we have a lot of problems. Particularly, the missing version control system is killing us. We perform changes and forget what we did. Hence, we have to use backups, destroying useful work on a given day
So what are best practices to:
* deploy new attributes, facts and reports
* ensure that old reports work after constructing new attributes and facts
* improve documentation
* attributes defined on fact tables and parent-child relationships
Any help is appreciated
MicroStrategy development in a team environment, deploying from development to live, can be very challenging. As you rightly point out, the lack of version control, and unknown interdependencies between objects can cause untold problems. There's no one right answer to this question, but I would suggest the following:
Use all the tools provided by MicroStrategy. When you're deploying from one project to another, don't just drag and drop in Object Manager, create a package. When you deploy that package, make sure you choose to create an undo package, so you can rollback changes if you encounter any problems.
On that note, try to catch these problems in advance. Running Integrity Manager before and after a deployment, even if it's just to generate SQL for the reports, will point out if you've broken anything. On that note:
Create a third environment/project. Call this test/release control, whatever you prefer. Here you can test packages created in Object Manager, to ensure that they have the desired effect, and don't break anything. In effect, this is a dry run for your deployment to live. This environment should be regularly refreshed from live (via project duplication), to make sure it doesn't get in an unexpected state (as the result of a broken Object Manager package import for example).
Over and above that, I can only offer organisational advice. It's not uncommon for one person to take responsibility for schema objects (i.e. facts, attributes, transformations) so that developers don't undo each other's changes. If you have a large project, these objects could be split into functional areas, and individuals assigned.
Documentation is always tricky, but I like to put as much as possible into the object descriptions. This has the advantage of being visible in the Web interface (via tooltips), and included in the automated project documentation, should you choose to generate that. There is obviously the change log functionality for each object, but in my experience, those logs are soon not completed by developers, as saving happens too frequently. Still, if you can get people to populate that, you'd have a head start on understanding the change in your project.
To summarise:
Use Object Manager packages to deploy changes
Test changes with Integrity Manager, to catch any issues as early as possible
Use a release control project/environment, so you're not catching issues in your production environment
Assign responsibility for schema objects to a specific person or persons where possible.
I am curious as to how other development teams spec out new features. The team I have just moved up to lead has no real specification process. I have just implemented a proper development process with CI, auto deployment and logging all bugs using Trac and I am now moving on to deal with changes.
I have a list of about 20 changes to our product to have done over the next 2 months. Normally I would just spec out each change going into detail of what should be done but I am curious as to how other teams handle this. Any suggestions?
I think we had a successful approach in my last job as we delivered the project on time and with only a couple of issues found in production. However, there were only 3 people working on the product, so I'm not entirely sure how it would scale to larger teams.
We wrote specs upfront for the whole product but without going into too much detail and with an emphasis on the UI. This was a means for us to get a feel for what had to be done and for the scope of the project.
When we started implementing things, we had to work everything out in a lot more detail (and inevitably had to do some things differently from the spec). To that end, we got together and worked out the best approach to implementing each feature (sometimes with prototypes). We didn't update the original spec but we did make notes after the meetings as it's very easy to forget the details afterwards.
So in summary, my approach is to treat specs as an exploratory tool and to work out finer details during implementation. Depending on the project, it may also be a good idea to keep the original spec up to date as the application evolves (which we didn't need to do this time).
Good question but its can be subjective. I guess it depends on the strategy of the product, if its to be deployed to multiple clients in the same way or to a single client on a bespoke project, the impact, dependency these changes have on the system and each other and the priority these changes need to be made.
I would look at the priority and the dependency, that will naturally start grouping things?
Given a large scale software project with several components written in different languages, configuration files, configuration scripts, environment settings and database migration scripts - what are the common practices for deployment to production?
What are the difficulties to consider? Can the process be simplified with tools like Ant or Maven? How can rollback and database management be handled? Is it advisable to use version control for the production environment?
As I see it, you're mostly asking about best practices and tools for release engineering AKA releng -- it's important to know the "term of art" for a subject, because it makes it much easier to search for more information.
A configuration management system (CMS -- aka revision control system or version control system) is indispensable for today's software development; if you use one or more IDEs, it's also nice to have good integration between them and the CMS, though that's more of an issue for purposes of development than for purposes of deployment / releng.
From a releng viewpoint, the key thing about a CMS is that it must have good support for "branching" (under whatever name), because releases must be made from a "release branch" where all the code under development and all of its dependencies (code and data) are in a stable "snapshot" from which the exact, identical configuration can be reproduced at will.
The need for good branching support may be more obvious if you have to maintain multiple branches (customized for different uses, platforms, whatever), but even if your releases are always, strictly in a single linear sequence, releng best practices still dictate making a release branch. "Good branching support" includes ease of merging (and "conflict resolution" when different changes are made to a file), "cherry-picking" (taking one patch or changeset from one branch, or the head/trunk, and applying it to another branch), and the like.
In practice, you start off the release process by making a release branch; then, you run exhaustive testing on that branch (typically MUCH more than what you run everyday in your continuous build -- including extensive regression testing, integration testing, load testing, performance verification, etc, and possibly even more costly quality assurance processes, depending). If and when the exhaustive testing and QA reveal defects in the release-candidate (including regressions, performance degradation, etc), they must be fixed; in a large team, development on head/trunk may be continuing while the QA is being done, whence the need for ease of cherry-picking / merging / etc (whether your practice is to perform the fix on head or on the release branch, it still needs to be merged to the other side;-).
Last but not least, you're NOT getting full releng value from your CMS unless you're somehow tracking with it "everything" that your releases depend on -- simplest would be to have copies or hard links to all the binaries for the tools you need to build your release, etc, but that may often be impractical; so at the very least track the exact release, version, bugfix &c numbers of those tools that are used (operating system, compilers, system libraries, tools that preprocess image, sound or video files into final form, etc, etc). The key is being able, at need, to exactly reproduce the environment required to rebuild the exact version that's proposed for release (otherwise you'll go mad tracking down subtle bugs that may depend on third party tools' changes as their versions change;-).
After a CMS, the second most important tool for releng is a good issue tracking system -- ideally one that's well integrated with the CMS. That's also important for the development process (and other aspects of product management), but in terms of the release process the importance of the issue tracker is the ability to easily document exactly what bugs have been fixed, what features have been added, removed, or changed, and what modifications in performance (or other user-observable characteristics) are expected in the new forthcoming release. For the purpose, a key "best practice" in development is that every changeset that gets committed to the CMS must be connected to one (or more) issue in the issue tracking system: after all, there's gotta be some purpose for that change (fix a bug, change a feature, optimize something, or some internal refactor that's supposed to be invisible to the software's user); similarly, every tracked issue that's marked as "closed" must be connected to one (or more) changesets (unless the closing is of the "won't fix / working as intended" kind; issues related to bugs &c in third-party components, which have been fixed by the third-party supplier, are easy to treat similarly if you do manage to keep track of all third-party components in the CMS too, see above; if you don't, at least there should be text files under CMS documenting third-party components and their evolution, again see above, and they need to be changed when some tracked issue on a 3rd party component gets closed).
Automating the various releng processes (including building, automated testing, and deployment tasks) is the third top priority -- automated processes are much more productive and repeatable than asking some poor individual to manually go through a list of steps (for sufficiently complex tasks, of course, the workflow of the automation may need to "get a human being in the loop"). As you surmise, tools such as Ant (and SCons, etc, etc) can help here, but inevitably (unless you're lucky enough to get away with very simple and straightforward processes) you'll find yourself enriching them with ad-hoc scripts &c (some powerful and flexible scripting language such as perl, python, ruby, &c, will help). A "workflow engine" can also be precious when your release workflow is sufficiently complex (e.g. involving specific human beings or groups thereof "signing off" on QA compliance, legal compliance, UI guidelines compliance, and so forth).
Some other specific issues you're asking about vary enormously depending on specifics of your environment. If you can afford programmed downtime, your life is relatively easy, even with a large database in play, as you can operate sequentially and deterministically: you shut the existing system down gracefully, ensure the current database is saved and backed up (easing rollback, in the hopefully VERY rare case it's needed), run the one-off scripts for schema migration or other "irreversible" environment changes, fire the system back up again in a mode that's still unaccessible to general users, run another extensive suite of automated tests -- and finally if everything's gone smoothly (including the saving and backup of the DB in its new state, if relevant) the system's opened up to general use again.
If you need to update a "live" system, without downtime, this may range anywhere from a slight inconvenience to a systematic nightmare. In the best case, transactions are reasonably short, and synchronization between the state set by transactions may be delayed a bit without damage... and you have a reasonable abundance of resources (CPUs, storage, &c). In this case, you run two systems in parallel -- the old one and the new one -- and just make sure all new transactions target the new system, while letting old ones complete on the old system. A separate task periodically syncs "new data in the old system" to the new system, as transactions on the old system terminate. Eventually you can determine that no transactions are running on the old system and all changes that happened there are synced up to the new one -- and at that time you can finally shut down the old system. (You need to be prepared to "reverse sync" too of course, in case a rollback of the change is needed).
This is the "simple, sweet" extreme for live system updating; at the other extreme, you can find yourself in such an overconstrained situation that you can prove the task is impossible (you just cannot logically meet all the stated requirements with the given resources). Long sessions opened on the old system which just cannot be terminated -- scarce resources that make it impossible to run two systems in parallel -- core requirements for hard-real-time sync of every transaction -- etc, etc, can all make your life miserable (and as I noticed, at the extreme, can make the stated task absolutely impossible). The two best things you can do about this: (1) ensure you have abundant resources (this will also save your skin when some server unexpected goes belly-up... you'll have another one to fire up to meet the emergency!-); (2) consider this predicament from the start, when initially defining the architecture of the overall system (e.g.: prefer short-lived transactions to long-lived sessions that just can't be "snapshot, closed down, and restarted seamlessly from the snapshot", is one good arcitectural pointer;-).
disclaimer: where I work we use something I wrote that I'm going to mention
I'll tell you how I do it.
For configuration settings, and general deployment of code and content, I use a combination of NAnt, a CI server, and dashy (an automatic deployment tool). You can replace dashy with any other 'thing', that automates the uploads to your server (perhaps capistrano).
For DB scripts, we use RedGate SQL Compare to get the scripts, and then for most changes, I actually make them manually, where appropriate. This is because some of the changes are slightly complex, and I feel more comfortable doing it by hand. You can actually use this tool to do it for you, (or at least generate the scripts).
Depending on your language, there are some tools that can script the DB updates for you (I think someone on this forum wrote one; hopefully he'll reply), but I have no experience with those. It's something I'd like to add though.
Difficulties
I forgot to answer one of your questions.
The biggest problem in updating any significantly complicated/distributed site is DB synchronisation. You need to consider if you will have any downtime, and if you do, what will happen to the DBs. Will you shutdown everything, so that no transactions can be processed? Or will you shift everything to one server, update DB B, and then sync DB A & B, then update DB B? Or something else?
Whatever you choose, you need to choose it, and either say "Okay for each update, there will be X downtime", or whatever. Just have it documented.
The worst thing you can do is have someones transaction fail, mid processing, because you were updating that server; or to somehow leave only part of your system operational.
I don't think you have any option about using versioning or not.
You cannot go without versioning (as mentioned in a comment).
I am talking from experience since I am currently working on a website where we have several items that have to work together:
The software itself, its functionalities at a given point in time
The external systems (6 of them) we are linked with (messages are versioned)
A database, which holds the configuration (and translations)
The static resources (images, css, javascripts) hosted on an Apache server (several in fact)
A java applet, which has to be synchronized with the javascript and software
This works because we use versioning, although I must admit that our database is pretty simple, and because the deployment is automated.
Versioning means that we have actually at any point in time several concurrent versions of the messages, the database, the static resources and the java applet.
It is especially important in the event of a 'fallback'. If you discover a flaw when loading you new software and suddenly you cannot afford to load, you'll have a crisis if you have not versioned, and you'll just have to load the old soft if you have.
Now as I said, the deployment is scripted:
- the static resources are deployed first (+ the java applet)
- the database goes next, several configurations cohabit since they are versioned
- the soft is queued for load in a 'cool' time-window (when our traffic is at its lowest point, so at night)
And of course we take care of backward / forward compatibility issues with the external servers, which should not be underestimated.
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We have written a software package for a particular niche industry. This package has been pretty successful, to the extent that we have signed up several different clients in the industry, who use us as a hosted solution provider, and many others are knocking on our doors. If we achieve the kind of success that we're aiming for, we will have literally hundreds of clients, each with their own web site hosted on our servers.
Trouble is, each client comes in with their own little customizations and tweaks that they need for their own local circumstances and conditions, often (but not always) based on local state or even county legislation or bureaucracy. So while probably 90-95% of the system is the same across all clients, we're going to have to build and support these little customizations.
Moreover, the system is still very much a work in progress. There are enhancements and bug fixes happening continually on the core system that need to be applied across all clients.
We are writing code in .NET (ASP, C#), MS-SQL 2005 is our DB server, and we're using SourceGear Vault as our source control system. I have worked with branching in Vault before, and it's great if you only need to keep 2 or 3 branches synchronized - but we're looking at maintaining hundreds of branches, which is just unthinkable.
My question is: How do you recommend we manage all this?
I expect answers will be addressing things like object architecture, web server architecture, source control management, developer teams etc. I have a few ideas of my own, but I have no real experience in managing something like this, and I'd really appreciate hearing from people who have done this sort of thing before.
Thanks!
I would recommend against maintaining separate code branches per customer. This is a nightmare to maintain working code against your Core.
I do recommend you do implement the Strategy Pattern and cover your "customer customizations" with automated tests (e.g. Unit & Functional) whenever you are changing your Core.
UPDATE:
I recommend that before you get too many customers, you need to establish a system of creating and updating each of their websites. How involved you get is going to be balanced by your current revenue stream of course, but you should have an end in mind.
For example, when you just signed up Customer X (hopefully all via the web), their website will be created in XX minutes and send the customer an email stating it's ready.
You definitely want to setup a Continuous Integration (CI) environment. TeamCity is a great tool, and free.
With this in place, you'll be able to check your updates in a staging environment and can then apply those patches across your production instances.
Bottom Line: Once you get over a handful of customers, you need to start thinking about automating your operations and your deployment as yet another application to itself.
UPDATE: This post highlights the negative effects of branching per customer.
Our software has very similar requirements and I've picked up a few things over the years.
First of all, such customizations will cost you both in the short and long-term. If you have control over it, place some checks and balances such that sales & marketing do not over-zealously sell customizations.
I agree with the other posters that say NOT to use source control to manage this. It should be built into the project architecture wherever possible. When I first began working for my current employer, source control was being used for this and it quickly became a nightmare.
We use a separate database for each client, mainly because for many of our clients, the law or the client themselves require it due to privacy concerns, etc...
I would say that the business logic differences have probably been the least difficult part of the experience for us (your mileage may vary depending on the nature of the customizations required). For us, most variations in business logic can be broken down into a set of configuration values which we store in an xml file that is modified upon deployment (if machine specific) or stored in a client-specific folder and kept in source control (explained below). The business logic obtains these values at runtime and adjusts its execution appropriately. You can use this in concert with various strategy and factory patterns as well -- config fields can contain names of strategies etc... . Also, unit testing can be used to verify that you haven't broken things for other clients when you make changes. Currently, adding most new clients to the system involves simply mixing/matching the appropriate config values (as far as business logic is concerned).
More of a problem for us is managing the content of the site itself including the pages/style sheets/text strings/images, all of which our clients often want customized. The current approach that I've taken for this is to create a folder tree for each client that mirrors the main site - this tree is rooted at a folder named "custom" that is located in the main site folder and deployed with the site. Content placed in the client-specific set of folders either overrides or merges with the default content (depending on file type). At runtime the correct file is chosen based on the current context (user, language, etc...). The site can be made to serve multiple clients this way. Efficiency may also be a concern - you can use caching, etc... to make it faster (I use a custom VirtualPathProvider). The largest problem we run into is the burden of visually testing all of these pages when we need to make changes. Basically, to be 100% sure you haven't broken something in a client's custom setup when you have changed a shared stylesheet, image, etc... you would have to visually inspect every single page after any significant design change. I've developed some "feel" over time as to what changes can be comfortably made without breaking things, but it's still not a foolproof system by any means.
In my case I also have no control other than offering my opinion over which visual/code customizations are sold so MANY more of them than I would like have been sold and implemented.
This is not something that you want to solve with source control management, but within the architecture of your application.
I would come up with some sort of plugin like architecture. Which plugins to use for which website would then become a configuration issue and not a source control issue.
This allows you to use branches, etc. for the stuff that they are intended for: parallel development of code between (or maybe even over) releases. Each plugin becomes a seperate project (or subproject) within your source code system. This also allows you to combine all plugins and your main application into one visual studio solution to help with dependency analisys etc.
Loosely coupling the various components in your application is the best way to go.
As mention before, source control does not sound like a good solution for your problem. To me it sounds that is better yo have a single code base using a multi-tenant architecture. This way you get a lot of benefits in terms of managing your application, load on the service, scalability, etc.
Our product using this approach and what we have is some (a lot) of core functionality that is the same for all clients, custom modules that are used by one or more clients and at the core a the "customization" is a simple workflow engine that uses different workflows for different clients, so each clients gets the core functionality, its own workflow(s) and some extended set of modules that are either client specific or generalized for more that one client.
Here's something to get you started on multi-tenancy architecture:
Multi-Tenant Data Architecture
SaaS database tenancy patterns
Without more info, such as types of client specific customization, one can only guess how deep or superficial the changes are. Some simple/standard approaches to consider:
If you can keep a central config specifying the uniqueness from client to client
If you can centralize the business rules to one class or group of classes
If you can store the business rules in the database and pull out based on client
If the business rules can all be DB/SQL based (each client having their own DB
Overall hard coding differences based on client name/id is very problematic, keeping different code bases per client is costly (think of the complete testing/retesting time required for the 90% that doesn't change)...I think more info is required to properly answer (give some specifics)
Layer the application. One of those layers contains customizations and should be able to be pulled out at any time without affect on the rest of the system. Application- and DB-level "triggers" (quoted because they may or many not employ actual DB triggers) that call customer-specific code or are parametrized with customer keys) are very helpful.
Core should never be customized, but you must layer it in somewhere, even if it is simplistic web filtering.
What we have is a a core datbase that has the functionality that all clients get. Then each client has a separate database that contains the customizations for that client. This is expensive in terms of maintenance. The other problem is that when two clients ask for a simliar functionality, it is often done differnetly by the two separate teams. There is currently little done to share custiomizations between clients and make common ones become part of the core application. Each client has their own application portal, so we don't have the worry about a change to one client affecting some other client.
Right now we are looking at changing to a process using a rules engine, but there is some concern that the perfomance won't be there for the number of records we need to be able to process. However, in your circumstances, this might be a viable alternative.
I've used some applications that offered the following customizations:
Web pages were configurable - we could drag fields out of view, position them where we wanted with our own name for the field label.
Add our own views or stored procedures and use them in: data grids (along with an update proc) and reports. Each client would need their own database.
Custom mapping of Excel files to import data into system.
Add our own calculated fields.
Ability to run custom scripts on forms during various events.
Identify our own custom fields.
If you clients are larger companies, you're almost going to need your own SDK, API's, etc.
My organization has begun slowly repurposing itself to a less product-oriented business model and more contract-oriented business model over the last year or two. During the past year, I was shifted into the new contracting business to help put out fires and fill orders. While the year as a whole was profitable (and therefore, by at least one measure, successful, we had a couple projects that really dinged our numbers for the year back around June.
I was talking with my manager before the Christmas holiday, and he mentioned that, while he doesn't like the term "post-mortem" (I have no idea what's wrong with the term, any business folks or managers out there know?), he did want to hold a meeting sometime mid-January where the entire contract group would review the year and try to figure out what went right, what went wrong, and what initiatives we can perform to try to improve profitability.
For various reasons (I'll go into more detail if it's requested), I believe that one thing our team, and indeed the organization as a whole, would benefit from is some form of organized code-sharing. The same things get done again and again by different people and they end up getting done (and broken) in different ways. I'd like to at least establish a repository where people can grab code that performs a certain task and include (or, realistically, copy/paste) that code in their own projects.
What should I propose as a workable common source repository for a team of at least 10-12 full-time devs, plus anywhere from 5-50 (very) part time developers who are temporarily loaned to the contract group for specialized work?
The answer required some cultural information for any chance at a reasonable answer, so I'll provide it here, along with some of my thoughts on the topic:
Developers will not be forced to use this repository. The barrier to
entry must be as low as possible to
encourage participation, or it will
be ignored. Sadly, this means
that anything which requires an
additional software client to be
installed and run will likely fail.
ClickOnce deployment's about as
close as we can get, and that's awfully iffy.
We are a risk-averse, Microsoft shop. I may be able to sell open-source solutions, but they'll be looked upon with suspicion. All devs have VSS, the corporate director has declared that VSTS is not viable going forward. If it isn't too difficult a setup and the license is liberal, I could still try to ninja a VSTS server into the lab.
Some of my fellow devs care about writing quality, reliable software, some don't. I'd like to protect any shared code written by those who care from those who don't. Common configuration management practices (like checking out code while it's being worked on) are completely ignored by at least a fifth of my colleagues on the contract team.
We're better at writing processes than following them. I will pretty much have to have some form of written process to be able to sell this to my manager. I believe it will have to be lightweight, flexible, and enforced by the tools to be remotely relevant because my manager is the only person who will ever read it.
Don't assume best practices. I would very much like to include things like mandatory code reviews to enforce use of static analysis tools (FxCop, StyleCop) on common code. This raises the bar, however, because no such practices are currently performed in a consistent manner.
I will be happy to provide any additional requested information. :)
EDIT: (Responsing to questions)
Perhaps contracting isn't the correct term. We absolutely own our own code assets. A significant part of the business model on paper (though not, yet, in practice) is that we own the code/projects we write and we can re-sell them to other customers. Our projects typically take the form of adding some special functionality to one of the company's many existing software products.
From the sounds of it you have a opportunity during the "post-mortem"to present some solutions. I would create a presentation outlining your ideas and present them at this meeting. Before that I would recommend that you set up some solutions and demonstrate it during your presentation. Some things to do -
Evangelize component based programming (A good read is Programming .NET Components - Jubal Lowy). Advocate the DRY (Don't Repeat Yourself) principle of coding.
Set up a central common location in you repository for all your re-usable code libraries. This should have the reference implementation of your re-usable code library.
Make it easy for people to use your code libraries by providing project templates for common scenarios with the code libraries already baked in. This way your colleagues will have a consistent template to work from. You can leverage the VS.NET project template capabilities to this - check out the following links VSX Project System (VS.Net 2008), Code Project article on creating Project Templates
Use a build automation tool like MSBuild (which is bundled in VS2005 and up) to copy over just the components needed for a particular project. Make this part of your build setup in the IDE (VS.NET 2005 and up have nifty ways to set up pre-compile and post-compile tasks using MSBuild)
I know there is resistance for open source solutions but I would still recommend setting up and using a continuous automation system like CruiseControl.NET so that you can leverage it to compile and test your projects on a regular basis from a central repository where the re-usable code library is maintained. This way any changes to the code library can be quickly checked to make sure it does not break anything, It also helps bring out version issues with the various projects.
If you can set this up on a machine and show it during your post-mortem as part of the steps that can be taken to improve, you should get better buy since you are showing something already working that can be scaled up easily.
Hope this helps and best of luck with your evangelism :-)
I came across this set of frameworks recently called the Chuck Norris Frameworks - They are available on NuGet at http://nuget.org/packages/chucknorris . You should definitely check them out, as they have some nice templates for your ASP.NET projects. Also definitely checkout Nuget.
organize by topic, require unit tests (feature-level) for check-in/acceptance into library; add a wiki to explain what/why and for searching
One question: You say this is a consulting group. What code assets do you have? I would think most of your teams' coding efforts would be owned by your clients as part of your work-for-hire contract. If you are going to do this you need to make absolutely certain that your contracts grant you rights to your employees' work.
Maven has solved code reuse in the Java community - you should go check it out.
I have a .NET developer that's devised something similar for our internal use for .NET assemblies. Because there's no comparable .NET Internet community, this tool will just access an internal repository in our corporate network. Otherwise will work rather much the way Maven does.
Maven could really be used to manage .NET assemblies directly (we use it with our Flex .swf and .swc code modules) is just .NET folk would have to get over using a Java tool and would probably have to write a Maven plugin to drive msbuild.
First of all for code organization check out Microsoft Framework Design Guidelines at http://msdn.microsoft.com/en-us/library/ms229042.aspx and then create a central Location source control for the new framework that your going to create. Set up some default namespaces, assemblies for cleaner seperation and make sure everyone gets a daily build.
Just an additional point, since we have "shared code" in my shop as well.
We found out this is very much a packaging issue:
Whatever code your are producing or tool you are using, what you should have is a common build tool able to package your sources into a "delivery component", with everything used to actually execute the code, but also the documentation (compressed), and the source (compressed).
The main interest into having a such a "delivery package unit" is to have as less files to deploy as possible, in order to ease the download of those units.
The build process can very well be managed by Maven or any other (ant/nant) tool you want.
When some audit team want to examine all our projects, we just deploy on their post the same packages we deploy on a production machine, except they will un-compressed the source files and do their work.
Since our source files also includes whatever files are needed to compile them (like for instance eclipse files), they even can re-compile those projects in their development environment).
That way:
Developers will not be forced to use this repository. The barrier to entry must be as low as possible to encourage participation, or it will be ignored: it is just a script to execute to get the "delivery module" with everything in it they need (a maven repository can be used for that too)
We are a risk-averse, Microsoft shop: you can use any repository you want
Some of my fellow devs care about writing quality, reliable software, some don't: this has nothing to do with the quality of code written in these packages modules
We're better at writing processes than following them: the only process involved in this is the packaging process, and it can be fairly automated
Don't assume best practices: you are not forced to apply any kind of static code analysis before packaging executable and source files.