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Successful IT contracting

Everyone that works within IT will either have been, be or have worked with contract staff. It’s often the experience that while these relationships start out on a positive footing, with clear goals, they often end up under delivering over time.

Common signs of trouble

Show me the money

The contractor hasn’t asked for any sort of feedback or performance review. Often this is coupled with some prior success. We can all be guilty of becoming over confident in our ability. Ensuring that you get feedback and holding supplier style reviews are vital in both looking for improvements (which surely everyone is looking for) and ensuring the relationship doesn’t just become about the day to day work focus activity.

‘I want, I want’ but I can’t tell you why

They start making requests for paid training and holidays that aren’t in the contract. While training can be a worthwhile investment it has to be linked to execution and value creation. Simply asking for the latest Project management certification or risk management course without demonstrating clear value to their engagement (rather than their focus on future employment) doesn’t work.

Customer focus

Contractors can forget that they are a supplier and that your the customer. A critical but not uncommon occurrence. After a period of time and relative success they stop looking on the relationship from your needs but instead focus on their own need for security.

This in turn is totally counter productive to their aim which might well be to maintain employment. As their view turns inwards they often miss the real opportunities for the future. Doing their very best for the customer, improvement, meeting needs and offering insight falls away and we’re left with an end date and a PO.

One team, one perspective

While its great that agency staff see themselves as one of the team, they started acting like an FTE (full time employee). They become embroiled in office politics and start grumbling about the air conditioning or vending machines. Joining the culture of the organisation can’t and shouldn’t always be resisted but losing that external perspective is value destroying for both parties.

Loss of focus

Losing what I’d call focus by seeing rate increases or long contract extensions as a right particularly when coupled with a challenging working environment isn’t helpful. When this is combined with a failure to demonstrate value alongside that increase in length of contract or cost the problem is compounded.

Mind the gap

Gaps in the contract can become all consuming. That’s to say that the contractor is aligned to one employer and they have zero tolerance for recognising the benefits of maintaining (and not destroying) a relationships with multi customers. Burning bridges by not seeing out contracts as they near an end or using threats as a negotiating tool is completely unacceptable. The mode of work has changed for us all , a single employer for our forty or so years of work is going to be unheard of. Keeping relationships in tact and not getting drawn into short term needs will pay dividends in the future.

Not cut out for contracting ?

It isn’t easy. It certainly isn’t easy to do it well. If your only comfortable with a rolling contract and only work your contacts and build skills when the contract is about to end perhaps the lifestyle isn’t for you. If you think you should get paid what you do as a contractor because your brilliant and take the rate as confirmation of that greatness you’ve going to come unstuck. You will achieve a rate above FTE rates either because you bring a unique or limited skill or maybe, just maybe, its just because your off the head count, competent, focused and flexible.

The future of contracting

It’s clear that with increasing use of contract and temporary staff off the companies established head count this type of working relationship is only going to increase. More and more of us will work fixed term contracts. Business aren’t willing to make long term commitments. What is vital to its success is keeping a firm eye on how it’s delivered and how both parties view the relationship. A collaborative relationship built on value creation, skill and capability which fits with business needs will see both parties meeting their respective goals.

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Setting up 301 redirects with wordpress

If you need to move a WordPress website or reorganise urls you’ll probably want to setup 301 redirects to ensure Google and your viewers can access your content if they use the old URLs.

A 301 is a http response that signifies that the requested page has permenantly moved to a new url.

There are a couple of plugins for WordPress that will handle the redirection for you. But one of the problems is that rather than keying in URLs into a configuration page you might well want to import the redirections after some offline editing.

Bulk 301 redirection in WordPress

I’m using the Redirection plugin.

You can import URLs in csv file format (source URL, target URL).

One thing you’ll need is a list of your existing URLs. With a list of URLs you can then easily modify both the target and source.

This php script from scriptbin will query WordPress and output a list of posts, pages and attachments (I.e. Images).

Just save the php script to a file (with a .php) extension, drop it into the WordPress folder and load the file in your web browser.

Once run you can grab the list, create a csv file with source and target URL and Redirection will import it and away you go.

Simple bulk 301 redirects in WordPress.

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Great service

Credit where its due, I’ve been a customer of eukhost for a couple of years and have always found there support to be top notch. Recently I got a bit heavy handy with the file browser and accidentally deleted the WordPress files for this very site.

Now my posts are safe in the WordPress mysql database. I could have just reinstalled the php files and pointed to the database in the config file. But all the customisations and plugins sit in the folder structure. Which not impossible to create again sure is a bit of a pain.

I logged a call with eukhost Linux support to request a data restore. 12 minutes later my data was back  and all at no charge.

Wow.

Now its not always that quick but a support call at 2100 on a Friday night and in just over ten minutes you have your data back is impressive.

Thank you eukhost!

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Dynamics 2011 b2-866 exam

I took the CRM dynamics 2011 customization and configuration exam 866 recently through a Prometric centre having very recently taken an QA training course on the same subject.

Thankfully I passed.

Prep wise I’d recommend the course or obtaining the Microsoft course material through Microsoft’s customer source portal for dynamics.

I blogged about how to access that in an earlier earlier post.

Next time I think l’ ll follow the eleaning that is again available through customer source. Next stop Dynamics crm 2011 for Applications.

How hard is the exam

There is an NDA which every on has to sign up to so I can’t go into specifics. The exam does cover a broad range of topics with configuration and customisation. How to customise and apply those customisations, security models etc.

The good news is this is a limited subject, you must understand managed an unmanaged solutions (and their behaviour for different users), security and relationships.

On reflection I would say the exam covers real life, not a test of syntax, if your using dynamics you should be fine.

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Dynamics customisation and configuration MB2-866

I’ve just spent three days taking a CRM training course with QA training in London (Tabernacle St) namely Microsoft’s dynamics customisation and configuration MB2-866.

The course is a blend of theory together with practical labs.

There is little excuse for not knowing whats on the course as the printed training manual which is given to all candidates is the Microsoft print which is available on their customer source portal (access to this is via Microsoft’s passport via your customer support contract or if not available by signing up to the 30 day free Dynamics trial – if you go the 30 day trial route access comes a day or so after you have signed up). Customer source/also gives you access to Microsoft’s CBT courses which operate in both online and offline mode,

Day 1 of Dynamics 2011 Customisation and Configuration

Focus is on security using and manipulating the business unit functionality (hierarchy) and security roles to create a hierarchical functional access structure. In fact the day hardly talks about customers (accounts and contacts), its all about users and what functions they have i.e. what they can do or not do in Dynamics.

The course then moves onto teams and users (the creating of with appropriate security profiles).

Queues within Dynamics

Queues are introduced, given the ability to share tasks for instance as a queue or bucket of work rather than assigning each task or record to a user. For example marketing campaigns or lead reviews can be added to a queue to share with teams. You can have queues for any entity which is a change from CRM 4 though they need to be enabled.

The day also introduces supported customisations, reusing customisations, ISV products and dynamics SDK.

Day 2

Creating entities, and relationships between those entities is the theme of the day. 1:N, N:1and N:N. With relationships includes behaviours, parental, referential, referential restricted and configuration cascade.

Entity mappings are also covered, which at best allow for speedier data entry by coping data from one entity to another, note no relationship is maintained post the create.

strong>Dynamics labs

I like the way the labs work. And if you haven’t been on a Microsoft course for a while or ever its a definite improvement. Each lab starts out with a problem and rather than guiding you click by click (which can become a race without spending much time thinking about what your doing) you are then presented with three approaches from a basic outline to the full click by click guide (you just choose one option).

Microsoft Dynamics Tips

A couple of basic tips to get you started:

Error handling is a little weak when working with multiple records. Often the error is with one record in this case break down the task to a single record so the actual error message is displayed rather than buried.

If a function is greyed out check the ribbon ‘Actions’ for a way forward.
When creating an account for example you have to save the record before the additional functions become available.

You can create multiple top level business units to separate data but if you need to join data later across BU’s you will have to use the likes of Microsoft’s reporting services to consolidate.

To try switching users in dynamics use the shift right click ‘run as’ on internet explorer.

To create a test dynamics environment you can either perform a back up in SQL, restore it to a new db and us dynamics deployment manger to add it or just export all the customisations and then import them if the data isn’t important.

Make sure users delete function access is controlled if you don’t fully understand the ramifications of deleting parent relationships and any knock on cascade effect.

Use the export function to manipulate data. For instance if you need to change the data type of a field. Create a new field, export and mark the check box to support re importing, manipulate the data (move it into the new field for example) and reload.

Use a plugin from codeplex called meta data browser (which has an export to excel fuction) to extract all entities and fields if you want to compare base with changes (just look for the new prefix).

Advanced find is powerful check it out.

Course review

Overall very good.

I much prefer the style of the labs on offer via a hyper-V VM. The printed material is good as was the standard of the tuition. The course itself is the perfect fit to help you get to grips with Dynamics.

The course is not aimed at end users aside a brief 20 minutes spent on an overview of dynamics. I don’t think you need much, if any experience of Dynamics’s before the course. If your organisation uses the product I suggest you ask a few questions before the course on how they have set up the business units, security profiles and the approach to customisations.

Downsides – the coffee was questionable and the WiFi sketchy.

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SQL Server 2012 on Oracle Virtualbox

Following on with my earlier post about getting started with Oracle Virtualbox and windows 2008 r2, I’m now moving onto getting SQL Server 2012 running within my VM.

If you haven’t already remember to increase the memory of your VM 512MB will grind, within my VM mine uses 1.5GB on average during the install.

Before installing SQL Serer I neede to apply Windows service pack 1 for Windows 2008 r2

For Windows 2008 r2 you just need to the x64.exe file rather than the whole .iso which saves on bandwidth.

The service pack took about 45 minutes to install.

You also need to enable dotnet 3.5 service pack 1. This is achieve through a Server Manager, Features, add Features and just check the box. Along with dotnet 3.5 Service pack 1  feature manager it will also enable a number of dependencies.

Install SQL Server 2012 evaluation

First  job is to unpack the box, by running the self extracting application.

note – If you get an unexpected error while unpacking the box, with a “data error” one of your archives is no doubt corrupt, the problem is it doesn’t tell you which one.

After re-downloading the core I found that it was the lang file which was corrupt.

SQL Server is pretty straight forward I just clicked through, without an issue.

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CMI Management qualification and CMgr

The Chartered Management Institute (CMI) are a leading provider of management training in the UK. Their training is delivered by a number of higher education establishmens throughout the UK I have experience of their training material through a course which was delivered by the Jersey Business School in Jersey named the Executive Diploma in Management (now renamed to Strategic Management and Leadership) .

The training was well delivered both in content and through the ability and experience of the lecturers. The format of the course was based on a number of training days and related assignments. The training days were theoretical but encouraged enquiry and reflection of the day job and employing organisation which was helpful.

Their Level 7 Qualifications in Strategic Management and Leadership is recognised as a management qualification at post graduate level by the likes of the Open University. This means that pending successful application for credit transfer with the OU you may be able to reduce the study requirement for an Open University MBA.

The CMI Strategic Management and Leadership diploma is based around a core set of modules covering -

  • Personal development as a strategic manager
  • Strategic performance management
  • Financial management
  • Strategic information management
  • Conducting a strategic management project
  • Organisational direction

And a selection of three out of -

  • Financial planning
  • Strategic marketing
  • Strategic project management
  • Organisational change
  • Strategic planning
  • Human resource planning
  • Being a strategic leader
  • Strategic leadership practice
  • Introduction to strategic management and leadership
  • Strategic risk management
  • Strategic corporate social responsibility

Credit for the Open University MBA

The route I took with the previously named Executive Diploma in a Management which meant I didn’t have to take the one year management course which is now called “management: perspectives and practice” (OU course code B716).

This really adds value to the CMI qualification and is good measure of is quality and usefulness. Avoiding repeating study (and expense) is not just more efficient but when one qualification acts as a building block for another it just makes more sense. A classroom based management training course let me study locally (with peers from across the local management profession) and then I was able to try an internationally delivered programme through the OU.

CMgr FCMI

Having completed that management training and having the relevant management and leadership experience I was also able to take advantage of a fast track application process to obtain the CMgr status. With ten years experience that enables FCMI (Fellow of the Chartered Management Institute) with less experience the membership level is MCMI (Member of the Chartered Management Institute).

The fast track application was straight forward an required me to simply answer a few questions focused around experience and personal development. Quick and painless. Again nice to have a qualification that you can build upon and is recognised. I will have to evaluate the benefits of the qualification over the next year to see if is something I will continue with given the annual maintenance cost.

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Skills for a business analyst

Business analysts tend to come into the profession from a number of different roles. Feeder roles often include IT specific roles such as test execution, development and project support but also often include operational and business functions. I wouldn’t rank either route above the other as both will bring a broad set of skills and experiences that an analyst can tap into.

Business Analysis Training and Development

In terms of business analysis within IT the BCS has a well respected certification and development route through their ISEB Business Analysis program. By following this route candidates are taken through a number of levels from Foundation to Practioner and into their top award of BCS International Diploma in Business Analysis.

This type of certification servers to both validate skills but also provides a structured route for personal development.

The training takes you from the fundamentals of business analysis and moves on to cover benefits and data management, modelling (i.e. business process, improving & evaluating, documenting and a review of the organisational model) and of course requirements engineering.

Even if the program isn’t for you I suggest you take a look at the slybus that the BCS has developed and published for each of their training and certifcations to use as a guide for your own development.

Business analysis and Prince 2 ?

Once the basics are mastered its important to refine and develop those skills that will help you to become a better analyst. On occasion I’ve heard people talk about Prince 2 as a development step. Prince 2 is all about control not analysis. Personally I think this, while important if you’re in a project support or management role in a Prince 2 environment, it isn’t the best option for building your skills and capability.

Suggested development for a business analyst

I’d recommend skills and capability development focus on some of the following:

  • Supply chain and operational process engineering (and reengineering), techniques such as LEAN.
  • Business Process Management (BPM), how to develop and optimise
  • Technical and Analytical skills such as accounting (to assist with the analysis and development of business cases) or tooling such as Business Objects or Microsoft Reporting to assist with data mining
  • Problem solving techniques
  • Mastery of Data analysis and design techniques (UML, use or user cases, entity relationship modelling, swim lanes etc. all techniques that can help the business analyst have a dialogue with both business sponsors and technical staff I.e. develop a common language.

In terms of soft skills that should be considered,

Aside from the obvious analysis skills, team work and influencing are hugely important to the role as are presentation and communication skills.

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Coaching for career development

Just like in sport you can benefit from finding a coach to help you focus on career development. A coach’s role is to try and get the most from you, to help you unlock your potential. The coach doesn’t need to understand your industry or specialism (in fact it may help if they don’t) as a coach’s skill is not telling you what to do, it’s to help you figure it out yourself, to test you and keep you under a degree of pressure.

Why your manager isn’t your coach

Spending time with a coach is about focus. Its all about you. Even if you have regular meetings (one to ones) with your manager how much of that time is about you ?

You start of with the best intentions but soon it’s about work, about a project or activity, you talk about peers and colleagues or more often than not its even about the manager themselves! That’s not a bad thing but where is the career development conversation? What about the skills you need to develop or ideas worth pursuing ? Your direct manager can be more worried about losing you, having to give you a pay rise, development opportunity ‘fairness’ to other reports or they simply don’t have the skills.

You no doubt have reservations. You don’t want to send messages of disloyalty and will prioritise the day to day over the longer term.

Finding a career coach

Coaching qualifications abound such as those offered by the Institute of Leadership and Management. But the reality is everyone can do it given a few pointers. Try a peer or colleague, ideally someone outside of your day to day job. Perhaps your company has a scheme, if not why not get one off the ground yourself ? (sounds like a development opportunity to me!). It just takes a small amount of training and practice, I bet your company has a tried and tested format if not its a half day to figure it out with a trainer.

Play the game. Leaders and managers no doubt have objectives to coach others, so don’t be shy to approach people and ask! You get something and so do they. Make sure you give yourself (and the coach) a get out, ‘let’s try this for a month an see it it works for both of us’.

What to expect in a coaching session

Expect to talk! Actually expect to feel obliged to talk. Perversely silence is a great coaching tool. The coach asks your opinion, and follows up with ‘and what else could you do?’, then it’s another ‘what else?’, and another, and then a period of silence. Try it, we all want to fill the gaps in conversations be it with a coach, supplier or partner. When you talk you will find other ideas, or theories to explore, you will fill uncomfortable and start ‘free thinking’.

How to get the most from a coaching session

Come prepared.

Think about a situation that your facing or a problem you’d like to overcome. It doesn’t have to a direct link to skills that you’d like to develop as it’s part of the caching experience to try and help you find new ways of looking at things. If you do have a career goal that you’d like to hit bring that along, it may help having someone push you to unlock the answer you just can’t see.

Make sure that you take away actions and follow up. Look at the coaching session in a series. Each time you come yogurt together you should be aiming to show progress and if not, well that’s probably a theme for next coaching meeting!

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Online store migration

I’ve recently been asked to help someone move their online store from a professional web development company to their own hosting. The existing store has been built using Joomla as the content management system with VirtueMart as as the shopping cart software with a VirtueMart theme for style.

Online store in Joomla or WordPress

First of the site itself is really lacking any content, yet they have gone for Joomla CMS. The shopping experience is limited to less than half a dozen items with a few sub options per item. The Theme while ok is far too dark and even uses a dark text making some of the content unreadable.

With limited products Joomla is overkill.

It’s overkill because the site owner isn’t tech savvy and while Joomla is powerful it can be a little complicated. The store owner is just using paypal to collect payments so a simple link to PayPal from WordPress would do just aswell.

That complexity brings cost.

Don’t blow your budget on a whizzy site that no one can find or has no content. Building back-links and attracting visitors is hugely important. To me the lack of content is a real problem. Part of the problem is accessibility to maintain and update. There are no social links such as facebook, twitter etc for example, limited new photos etc.

What to look out for when buying an online store or website

Having someone build you a webite or online store can come with huge costs not just financially but in time.

Here I’ve listed a couple of questions to ponder when considering who to use to build your online store.

How up to date is the software used on my website ?

Much of what has been used on this site makes use of legacy Joomla software and an old version of VirtueMart and even the backup modules thats been used is end of life.

Make sure your service provided gives you a clear statement on the lifespan and state of the components used to build your site.

If you accept old outdated components you could struggle to gain support (from the underlying component providers) should you need to (when you try to change provider for example). They have likely adopted a suite of software that works for them but old software will not only restrict what you can do but it’s also backward looking, but like buying a brand new 3 year old car that’s sat in the show room for the same price as the latest model.

It will also leave you open to security defects that have since been fixed. Once fixed even more people will know about the exploits and your site could become vulnerable to hackers seeking our those vulnerabilities.

Ask for a design

You may not be technically proficient but a site design and details of the components it uses will save you time in the long run should you wish to talk to someone else about the site and how it works (or doesn’t).

Ask them to list the components and their source I.e. freeware, shareware, built in house, licensed form a third part or nicked.

Make sure you understand how each is licensed to YOU.

What extras aren’t included ?

With every site that makes use of Joomla or WordPress do the site builders give you access to the hosting or just to the CMS product ? You may think it keeps thing simple to not have hosting access but when you can’t control backups, check access logs etc you will be missing out on a level of control that you should retain and certainly not pay for.

How is the theme licensed ?

More often than not you’ll want to make use of a Theme for either Joomla (or VirtueMart) make sure your licensed to take the theme with you should you choose to change provider. Themes can make up the majority of the actual outlay, not owning usage right to your theme will be a problem in the future.

Their theme or someone else’s ?

Themes should also be maintained and developed. If they have built a bespoke theme what happens if they discontinue it or you want to switch provider ? Would you be better making use of a commercial theme that’s being actively improved and has a suitable support network and community in place.

Measuring success

Ask yourself – how will I judge if the site is a success ? It’s not purely sales, are you getting Facebook or google +1′s ? are you getting organic search hits ? What hits do you receive ? Not having access to logs or metrics isn’t an option.

Backlink from the builders

Will the site builders link to your site ? It’s an interesting question to ask, particularly if they won’t, why not ?

Website Accessibility and usability

In this case the VirtueMart shopping cart is setup such that even to view a products you have to register (this is controlled via the module security settings). Not only is that horriby off putting to users but googles crawler that’s hunting out content cannot access product pages that the site is trying to market.

Remember accessibility is not just for human readers but also for the numerous search engines like google, bing and yahoo. Poor accessibility is a killer for any online presence.

Migrating Joomla site between hosts

A good component that the existing site makes use of is Akeeba backup this is a Joomla component (and hence Joomla aware) that both backups and restores Joomla sites. Although the installed version is now out of support (see my comments above) it worked without issue.

The software gives you lots of options and will in the simplest terms create a complete archive of your Joomla installation.

This archive is in .jpa format.

To restore the site you use Akeeba Kickstart which is a clever php script that will uncompressed your archive, restore your database and literally get you back on the road in a couple of minutes. It’s quite impressive.

All I had to go was upload the Kickstart .php script run it, it then finds the archive file that you have already uploaded to the site. It then decompress the archive, sorts of the database and your site is live.

One gotcha with kick start is that when updating the database connection information that is requested you may have to reload the page (by going back a step) and continuing for it to update.

Akeeba on the iPad

Another gotcha with Akeeba is AJAX. On the iPad and the version of Akeeba that’s installed is it throws an error straight away when trying to do a backup, you see a brief AJAX error then in the Akeeba log you will see “Finished step number 1 Akeeba break flag detected”. The status of the backup may will be pending, this shouldn’t happen.

Use Firefox and its fine, just delete the old failed backups.

Moving virtuemart between domain names

One thing I had to change in the virtuemart config is update the domain name. If you don’t do that you’ll find that when you select the virtuemart component in Joomla and try and go into admin it will redirect you to the old domain name. It’s a simple case of updating the file administrator/components/com_virtuemart/virtuemart.cfg.php in that you will find two entries with the existing domain name just update those and away you go.

Php mail function in Joomla

The new host (eukhost which I think is great value and offers good service) doesn’t support the php mail (phpmail) function which Joomla makes use of by default.This host has turned it off due to the problems of SPAM. It’s a simply a case of rather than using phpmail to send the mail you configure Joomla to use an SMTP server via sendmail.

In this case gmail will allow you to use its smpt mail server. You will need a gmail account.

Settings for gmail SMTP Server are:

Mail from: youraccount@gmail.com
From name: whatever you like
Send mail path: /usr/sbin/sendmail
SMTP Authentciation: yes
SMTP Security: SSL
SMTP port: 465
SMTP username: youraccount@gmail.com
SMTP password: your gmail password
SMTP host: smtp.gmal.com