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Fault Handling and Prevention - Visualpath

Introduction

It is one thing to design and code the "happy flow" of your automated business processes and services. It is another thing to deal with unwanted, unexpected situations that might occur in your processes and services. This article, the first in a four-part series, will dive into fault handling and prevention in an environment based on Service-Oriented Architecture (SOA) and Business Process Management (BPM) principles. You will learn about the different types of faults that can occur and how fault handling in an SOA environment differs from fault handling in traditional systems. We will investigate what can go wrong in such environments based on a case study of an Order-to-Cash business process. For each of these problems you will learn about the out-of-the-box capabilities in Oracle Service Bus and Oracle SOA Suite that can be applied to prevent faults from happening and to deal with them when they do occur.

What is fault handling?

A fault can be defined as something that is unusual and happens outside the normal and expected operational activity or "happy flow" of a process. Faults in IT-systems can be categorized into the Following types:

·         Technical errors - Faults caused by errors in the underlying infrastructure or middleware components on which applications run. Examples are network errors, server failures, corrupt disks, full tablespaces, and so on.

·         Software errors - Faults caused by programming errors in custom-made applications, faults in 3rd party software libraries that are used, software faults and bugs in packaged applications, etc. Think of division by zero, infinite loops, memory leaks, null pointer exceptions, and so on.

·         Faulty operation by users - Faults caused by human errors when using IT-systems. Examples of such faults are entering a wrong credit card number, accidentally switching the to and from date when booking flight tickets, ordering the wrong eBook in a web shop, and so on.

·         Exceptional business behavior - Faults caused by a failure to meet a certain business rule. For example, a customer with a bad credit rating, a new customer that wants to purchase something but is unknown in the CRM system, an invoice with an incorrect invoice amount.

·         Compared to "business-as-usual" it is expensive and time-consuming to deal with faults since fault handling often involves human work and expertise: the CRM department might need to call a customer, IT-operations might need to increase tablespaces, the financial department might need to compare statements of works and invoices, etc. etc. Fault handling should therefore focus on prevention first:

·         Technical errors can be prevented by installing and configuring infrastructure and middleware in a robust and (possibly) redundant fashion. Hardening and active monitoring help to maintain quality of the infrastructure.

·         Software errors can be prevented by applying software development methodologies and best practices such as pair-programming, collegial reviews, and test-driven development.

·         Faulty user operations can be prevented by applying good User Experience (UX) techniques and methodologies so that IT systems are well designed, easy-to-use, and that applications provide the information that users need.

·         Business faults can be prevented by clearly specifying to stakeholders what conditions apply. Stakeholders can be customers, suppliers, employees, and so on.

·         However hard we try though it is impossible to prevent all faults from happening. When faults do occur it is important to detect them and have effective fault handling measures in place to deal with, and recover from them. Don't just ignore faults and hope nothing bad happens. The differences between these approaches are shown in the following comics from Geek and Poke

Fault Handling in SOA versus Traditional Systems

The goal of every developer should be to create unbreakable systems. The extent to which that goal can be achieved depends on the success of efforts to handle and manage expected and unexpected exception conditions. Object-oriented languages such as C++ and Java provide an efficient way for handling exceptions using constructs such as try, catch, and finally. In a SOA most of what is available at language level is still valid and usable for creating elementary services.

However, SOA raises different challenges when orchestrating services and creating composite applications. Figure 1 illustrate a typical SOA and BPM environment. This environment includes:

Providers of services. Services that an organization uses are provided by internal systems and applications such as packaged applications, commercial off-the-shelf (COTS) software, custom-build applications, client/server applications, and other software components. External organizations can also act as service provider; consider a trading partner that offers invoicing services.

Exposed services. The functionality of service providers is exposed as small building blocks that provide well described functionality that is easily accessible; i.e. services. Services can be exposed through an intermediary such as an Enterprise Service Bus; although this is not necessarily the case.

Consumers of services. The services that you expose are used by a variety of consumers. The services can be offered to your trading partners such as suppliers and customers (external). Services can be orchestrated together with manual activities into business processes that your organization implements. This can be achieved using BPM or Case Management platforms. Finally, user interfaces such as Portals and Mobile Devices consume services to enable end users to do their jobs. User interfaces typically also interact with BPM and Case Management platforms so the manual tasks that need to be executed are visualized together with the information that end users need to complete these tasks.

Figure 1: Typical SOA and BPM environment

The following aspects of such an environment have an impact on the way you should implement fault prevention and handling:

Services can be asynchronous or fire-and-forget, and processes might be long-running. This means that work is not executed in a single transaction that can be rolled back. You need other mechanisms to undo changes.

Services and processes contain timed events that might or might not occur. You need to guard that such events occur within a certain time-period, or that messages don't get lost so that process instances are not waiting forever.

Services are autonomous building blocks with their own functionality and should not be dependent on other services. Whenever possible, faults should be handled in the service in which they occurred.

Services are used in larger units of work, such as composite applications and processes. Fault recovery should also be addressed in a similar scope, beyond that of an individual service.

There are multiple service consumers, often also outside your own organization. You cannot implement fault handling logic that is specific to only one service consumer. The logic should be applicable for all (future) consumers of the service.

Typically, a SOA environment consists of heterogeneous and external components, which lends even greater important to standards for fault handling.

In the rest of this article—and in subsequent articles in this series—you will learn what patterns and out-of-the-box features can be used to implement effective fault prevention and handling in a SOA-environment.

Scenario

In parts two and three of this article series we will delve into the fault prevention and fault handling capabilities of the most important SOA building blocks of Oracle SOA Suite: the SCA infrastructure (with its service components such as BPEL and Mediator) and Oracle Service Bus. We will present these capabilities using a scenario that is complex enough to show some real-life error situations.

Figure 2 shows this scenario, an order process that is implemented on Oracle SOA Suite 11g. We are using the Trivadis integration blueprint notation, as presented in Service Oriented Architecture: An Integration Blueprint [See Sources].

The left side shows the process steps from the moment where the order request is received until the order is processed. The right side shows all the external systems that the process application interacts with to complete orders. Such systems include the application in which clients can order products, two different credit card service providers to bill clients, a product database, the order processing application, and a history service to store completed instances of the process. The middle lanes show the integration of the process with the backend systems using services that are invoked from the process and exposed by Oracle Service Bus 11g. Fault Prevention and Recovery Strategies

Various patterns can be applied to prevent faults from happening or to handle them when they cannot be prevented. The following table lists patterns that improve the fault prevention and handling capabilities of your software. These patterns should be seen from the perspective of the service provider. In other words, in order for services to provide added value and good quality-of-service, the service provider is responsible for implementing the fault handling patterns. Thereby relieving the service consumers from this task. For more information Click Here Contact us: 9989971070

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Why The Hell Would I Use Node.js? A Case-by-Case Tutorial - Visualpath

Node.js shines in real-time web applications employing push technology over websockets. What is so revolutionary about that? Well, after over 20 years of stateless-web based on the stateless request-response paradigm, we finally have web applications with real-time, two-way connections, where both the client and server can initiate communication, allowing them to exchange data freely. This is in stark contrast to the typical web response paradigm, where the client always initiates communication. Additionally, it’s all based on the open web stack (HTML, CSS and JS) running over the standard port 80.

Introduction

JavaScript’s rising popularity has brought with it a lot of changes, and the face of web development today is dramatically different. The things that we can do on the web nowadays with JavaScript running on the server, as well as in the browser, were hard to imagine just several years ago, or were encapsulated within sandboxed environments like Flash or Java Applets.

Before digging into Node.js solutions, you might want to read up on the benefits of using JavaScript across the stack which unifies the language and data format (JSON), allowing you to optimally reuse developer resources. As this is more a benefit of JavaScript than Node.js specifically, we won’t discuss it much here. But it’s a key advantage to incorporating Node in your stack.

As Wikipedia states: “Node.js is a packaged compilation of Google’s V8 JavaScript engine, the libuv platform abstraction layer, and a core library, which is itself primarily written in JavaScript.” Beyond that, it’s worth noting that Ryan Dahl, the creator of Node.js, was aiming to create real-time websites with push capability, “inspired by applications like Gmail”. In Node.js, he gave developers a tool for working in the non-blocking, event-driven I/O paradigm.

After over 20 years of stateless-web based on the stateless request-response paradigm, we finally have web applications with real-time, two-way connections.

In one sentence: Node.js shines in real-time web applications employing push technology over websockets. What is so revolutionary about that? Well, after over 20 years of stateless-web based on the stateless request-response paradigm, we finally have web applications with real-time, two-way connections, where both the client and server can initiate communication, allowing them to exchange data freely. This is in stark contrast to the typical web response paradigm, where the client always initiates communication. Additionally, it’s all based on the open web stack (HTML, CSS and JS) running over the standard port 80.

One might argue that we’ve had this for years in the form of Flash and Java Applets—but in reality, those were just sandboxed environments using the web as a transport protocol to be delivered to the client. Plus, they were run in isolation and often operated over non-standard ports, which may have required extra permissions and such.

With all of its advantages, Node.js now plays a critical role in the technology stack of many high-profile companies who depend on its unique benefits. The Node.js Foundation has consolidated all the best thinking around why enterprises should consider Node.js in a short presentation that can be found on the Node.js Foundation’s Case Studies page.

In this Node.js guide, I’ll discuss not only how these advantages are accomplished, but also why you might want to use Node.js—and why not—using some of the classic web application models as examples.

How Does It Work?

The main idea of Node.js: use non-blocking, event-driven I/O to remain lightweight and efficient in the face of data-intensive real-time applications that run across distributed devices.

That’s a mouthful.

What it really means is that Node.js is not a silver-bullet new platform that will dominate the web development world. Instead, it’s a platform that fills a particular need. And understanding this is absolutely essential. You definitely don’t want to use Node.js for CPU-intensive operations; in fact, using it for heavy computation will annul nearly all of its advantages. Where Node really shines is in building fast, scalable network applications, as it’s capable of handling a huge number of simultaneous connections with high throughput, which equates to high scalability.

How it works under-the-hood is pretty interesting. Compared to traditional web-serving techniques where each connection (request) spawns a new thread, taking up system RAM and eventually maxing-out at the amount of RAM available, Node.js operates on a single-thread, using non-blocking I/O calls, allowing it to support tens of thousands of concurrent connections held in the event loop.

A quick calculation: assuming that each thread potentially has an accompanying 2 MB of memory with it, running on a system with 8 GB of RAM puts us at a theoretical maximum of 4,000 concurrent connections (calculations taken from Michael Abernethy’s article “Just what is Node.js?”, published on IBM developerWorks in 2011; unfortunately, the article is not available anymore), plus the cost of context-switching between threads. That’s the scenario you typically deal with in traditional web-serving techniques. By avoiding all that, Node.js achieves scalability levels of over 1M concurrent connections, and over 600k concurrent websockets connections.

There is, of course, the question of sharing a single thread between all clients requests, and it is a potential pitfall of writing Node.js applications. Firstly, heavy computation could choke up Node’s single thread and cause problems for all clients (more on this later) as incoming requests would be blocked until said computation was completed. Secondly, developers need to be really careful not to allow an exception bubbling up to the core (topmost) Node.js event loop, which will cause the Node.js instance to terminate (effectively crashing the program).

The technique used to avoid exceptions bubbling up to the surface is passing errors back to the caller as callback parameters (instead of throwing them, like in other environments). Even if some unhandled exception manages to bubble up, tools have been developed to monitor the Node.js process and perform the necessary recovery of a crashed instance (although you probably won’t be able to recover the current state of the user session), the most common being the Forever module, or using a different approach with external system tools upstart and monit, or even just upstart.

NPM: The Node Package Manager When discussing Node.js, one thing that definitely should not be omitted is built-in support for package management using NPM, a tool that comes by default with every Node.js installation. The idea of NPM modules is quite similar to that of Ruby Gems: a set of publicly available, reusable components, available through easy installation via an online repository, with version and dependency management.

A full list of packaged modules can be found on the npm website, or accessed using the npm CLI tool that automatically gets installed with Node.js. The module ecosystem is open to all, and anyone can publish their own module that will be listed in the npm repository.

Some of the most useful npm modules today are:

Express - Express.js—or simply Express—a Sinatra-inspired web development framework for Node.js, and the de-facto standard for the majority of Node.js applications out there today.

Hapi - a very modular and simple to use configuration-centric framework for building web and services applications

Connect - Connect is an extensible HTTP server framework for Node.js, providing a collection of high performance “plugins” known as middleware; serves as a base foundation for Express.

Socket.io and sockjs - Server-side component of the two most common websockets components out there today.

Pug (formerly Jade) - One of the popular templating engines, inspired by HAML, a default in Express.js.

Mongodb and mongojs - MongoDB wrappers to provide the API for MongoDB object databases in Node.js.

Redis - Redis client library.

Lodash (underscore, lazy.js) - The JavaScript utility belt. Underscore initiated the game, but got overthrown by one of its two counterparts, mainly due to better performance and modular implementation.

Forever - Probably the most common utility for ensuring that a given node script runs continuously. Keeps your Node.js process up in production in the face of any unexpected failures.

Bluebird - A full featured Promises/A+ implementation with exceptionally good performance

Moment - A JavaScript date library for parsing, validating, manipulating, and formatting dates.

The list goes on. There are tons of really useful packages out there, available to all (no offense to those that I’ve omitted here). Examples of Where Node.js Should Be Used

CHAT

Chat is the most typical real-time, multi-user application. From IRC (back in the day), through many proprietary and open protocols running on non-standard ports, to the ability to implement everything today in Node.js with websockets running over the standard port 80.

The chat application is really the sweet-spot example for Node.js: it’s a lightweight, high traffic, data-intensive (but low processing/computation) application that runs across distributed devices. It’s also a great use-case for learning too, as it’s simple, yet it covers most of the paradigms you’ll ever use in a typical Node.js application.

Let’s try to depict how it works.

In the simplest example, we have a single chatroom on our website where people come and can exchange messages in one-to-many (actually all) fashion. For instance, say we have three people on the website all connected to our message board.

On the server-side, we have a simple Express.js application which implements two things:

A request handler which serves the webpage containing both a message board and a ‘Send’ button to initialize new message input, and

A websockets server that listens for new messages emitted by websocket clients.

On the client-side, we have an HTML page with a couple of handlers set up, one for the ‘Send’ button click event, which picks up the input message and sends it down the websocket, and another that listens for new incoming messages on the websockets client (i.e., messages sent by other users, which the server now wants the client to display).

When one of the clients posts a message, here’s what happens:

Browser catches the ‘Send’ button click through a JavaScript handler, picks up the value from the input field (i.e., the message text), and emits a websocket message using the websocket client connected to our server (initialized on web page initialization).

Server-side component of the websocket connection receives the message and forwards it to all other connected clients using the broadcast method.

All clients receive the new message as a push message via a websockets client-side component running within the web page. They then pick up the message content and update the web page in-place by appending the new message to the board.

This is the simplest example. For a more robust solution, you might use a simple cache based on the Redis store. Or in an even more advanced solution, a message queue to handle the routing of messages to clients and a more robust delivery mechanism which may cover for temporary connection losses or storing messages for registered clients while they’re offline. But regardless of the improvements that you make, Node.js will still be operating under the same basic principles: reacting to events, handling many concurrent connections, and maintaining fluidity in the user experience.

API ON TOP OF AN OBJECT DB

Although Node.js really shines with real-time applications, it’s quite a natural fit for exposing the data from object DBs (e.g. MongoDB). JSON stored data allow Node.js to function without the impedance mismatch and data conversion.

For instance, if you’re using Rails, you would convert from JSON to binary models, then expose them back as JSON over the HTTP when the data is consumed by Backbone.js, Angular.js, etc., or even plain jQuery AJAX calls. With Node.js, you can simply expose your JSON objects with a REST API for the client to consume. Additionally, you don’t need to worry about converting between JSON and whatever else when reading or writing from your database (if you’re using MongoDB). In sum, you can avoid the need for multiple conversions by using a uniform data serialization format across the client, server, and database.

QUEUED INPUTS

If you’re receiving a high amount of concurrent data, your database can become a bottleneck. As depicted above, Node.js can easily handle the concurrent connections themselves. But because database access is a blocking operation (in this case), we run into trouble. The solution is to acknowledge the client’s behavior before the data is truly written to the database.

With that approach, the system maintains its responsiveness under a heavy load, which is particularly useful when the client doesn’t need firm confirmation of a the successful data write. Typical examples include: the logging or writing of user-tracking data, processed in batches and not used until a later time; as well as operations that don’t need to be reflected instantly (like updating a ‘Likes’ count on Facebook) where eventual consistency (so often used in NoSQL world) is acceptable.

Data gets queued through some kind of caching or message queuing infrastructure—like RabbitMQ or ZeroMQ—and digested by a separate database batch-write process, or computation intensive processing backend services, written in a better performing platform for such tasks. Similar behavior can be implemented with other languages/frameworks, but not on the same hardware, with the same high, maintained throughput.

In short: with Node, you can push the database writes off to the side and deal with them later, proceeding as if they succeeded.

DATA STREAMING

In more traditional web platforms, HTTP requests and responses are treated like isolated event; in fact, they’re actually streams. This observation can be utilized in Node.js to build some cool features. For example, it’s possible to process files while they’re still being uploaded, as the data comes in through a stream and we can process it in an online fashion. This could be done for real-time audio or video encoding, and proxying between different data sources (see next section).

PROXY Node.js is easily employed as a server-side proxy where it can handle a large amount of simultaneous connections in a non-blocking manner. It’s especially useful for proxying different services with different response times, or collecting data from multiple source points.

An example: consider a server-side application communicating with third-party resources, pulling in data from different sources, or storing assets like images and videos to third-party cloud services.

Although dedicated proxy servers do exist, using Node instead might be helpful if your proxying infrastructure is non-existent or if you need a solution for local development. By this, I mean that you could build a client-side app with a Node.js development server for assets and proxying/stubbing API requests, while in production you’d handle such interactions with a dedicated proxy service (nginx, HAProxy, etc.).

BROKERAGE - STOCK TRADER’S DASHBOARD

Let’s get back to the application level. Another example where desktop software dominates, but could be easily replaced with a real-time web solution is brokers’ trading software, used to track stocks prices, perform calculations/technical analysis, and create graphs/charts.

Switching to a real-time web-based solution would allow brokers to easily switch workstations or working places. Soon, we might start seeing them on the beach in Florida.. or Ibiza.. or Bali.

APPLICATION MONITORING DASHBOARD

Another common use-case in which Node-with-web-sockets fits perfectly: tracking website visitors and visualizing their interactions in real-time.

You could be gathering real-time stats from your user, or even moving it to the next level by introducing targeted interactions with your visitors by opening a communication channel when they reach a specific point in your funnel. (If you’re interested, this idea is already being productized by CANDDi.)

Imagine how you could improve your business if you knew what your visitors were doing in real-time—if you could visualize their interactions. With the real-time, two-way sockets of Node.js, now you can.

SYSTEM MONITORING DASHBOARD

Now, let’s visit the infrastructure side of things. Imagine, for example, an SaaS provider that wants to offer its users a service-monitoring page, like GitHub’s status page. With the Node.js event-loop, we can create a powerful web-based dashboard that checks the services’ statuses in an asynchronous manner and pushes data to clients using websockets.

Both internal (intra-company) and public services’ statuses can be reported live and in real-time using this technology. Push that idea a little further and try to imagine a Network Operations Center (NOC) monitoring applications in a telecommunications operator, cloud/network/hosting provider, or some financial institution, all run on the open web stack backed by Node.js and websockets instead of Java and/or Java Applets.

Where Node.js Can Be Used

SERVER-SIDE WEB APPLICATIONS

Node.js with Express.js can also be used to create classic web applications on the server-side. However, while possible, this request-response paradigm in which Node.js would be carrying around rendered HTML is not the most typical use-case. There are arguments to be made for and against this approach. Here are some facts to consider:

Pros:

If your application doesn’t have any CPU intensive computation, you can build it in Javascript top-to-bottom, even down to the database level if you use JSON storage Object DB like MongoDB. This eases development (including hiring) significantly.

Crawlers receive a fully-rendered HTML response, which is far more SEO-friendly than, say, a Single Page Application or a websockets app run on top of Node.js.

Cons:

Any CPU intensive computation will block Node.js responsiveness, so a threaded platform is a better approach. Alternatively, you could try scaling out the computation [*].

Using Node.js with a relational database is still quite a pain (see below for more detail). Do yourself a favour and pick up any other environment like Rails, Django, or ASP.Net MVC if you’re trying to perform relational operations.

Where Node.js Shouldn’t Be Used

Comparing Node.js with Express.js against Ruby on Rails, for example, there used to be a clean decision in favor of the latter when it came to accessing relational databases like PostgreSQL, MySQL, and Microsoft SQL Server.

Relational DB tools for Node.js were still in their early stages. On the other hand, Rails automatically provides data access setup right out of the box together with DB schema migrations support tools and other Gems (pun intended). Rails and its peer frameworks have mature and proven Active Record or Data Mapper data access layer implementations.[*]

But things have changed. Sequelize, TypeORM, and Bookshelf have gone a long way towards becoming mature ORM solutions. It might also be worth checking out Join Monster if you’re looking to generate SQL from GraphQL queries.

HEAVY SERVER-SIDE COMPUTATION/PROCESSING

When it comes to heavy computation, Node.js is not the best platform around. No, you definitely don’t want to build a Fibonacci computation server in Node.js. In general, any CPU intensive operation annuls all the throughput benefits Node offers with its event-driven, non-blocking I/O model because any incoming requests will be blocked while the thread is occupied with your number-crunching—assuming you’re trying to run your computations in the same Node instance you’re responding to requests with.

As stated previously, Node.js is single-threaded and uses only a single CPU core. When it comes to adding concurrency on a multi-core server, there is some work being done by the Node core team in the form of a cluster module [ref: http://nodejs.org/api/cluster.html]. You can also run several Node.js server instances pretty easily behind a reverse proxy via nginx.

With clustering, you should still offload all heavy computation to background processes written in a more appropriate environment for that, and having them communicate via a message queue server like RabbitMQ.

Even though your background processing might be run on the same server initially, such an approach has the potential for very high scalability. Those background processing services could be easily distributed out to separate worker servers without the need to configure the loads of front-facing web servers.

Of course, you’d use the same approach on other platforms too, but with Node.js you get that high reqs/sec throughput we’ve talked about, as each request is a small task handled very quickly and efficiently.

Conclusion

We’ve discussed Node.js from theory to practice, beginning with its goals and ambitions, and ending with its sweet spots and pitfalls. When people run into problems with Node, it almost always boils down to the fact that blocking operations are the root of all evil—99% of Node misuses come as a direct consequence. For more information Click Here Contact us: 9989971070

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Record Payments and Refunds in the Payment Journal

On the Payment Journal page, you record payments that you make to vendors and refunds that you make to customers. When you post a payment journal line, the paid amount is recorded on the specified system bank account. You must then take steps to perform the actual money transfer from the related bank account.

The payment journal is a general journal that is optimized for making payments. You can quickly add lines manually, you can let Business Central suggest vendor payments, and you can apply the payment to posted documents. Even though you are making payments, you enter a positive amount in the Document Amount field. Depending on the document type for the journal line, this amount is then converted to a negative amount in the underlying transactions. This way, it's faster for you to add journal lines manually. If you prefer to enter negative amounts, you can personalize the payment journal to show the Amount field instead.

·         Applying payments to invoices or credit memos

If you fill in the Applies-to Doc. No. field with the invoice or credit memo that must be paid or refunded, then the document in question is set to paid when you post the journal. This is referred to as "applied". As an alternative to applying during payment posting, you can use the Apply Vendor Entries and Apply Customer Entries page after you have made the payment posting. For more information, see, for example, Reconcile Vendor Payments with the Payment Journal or from Vendor Ledger Entries.

·         Get suggested payments to vendors or employees

The Suggest Vendor Payments and Suggest Employee Payments functions can help you fill payment journal lines automatically according to vendor prioritization and due dates. For more information, see Suggest Vendor Payments. With this function, the Applies-to Doc. No. field is always filled in.

·         Print checks and submit payments electronically to your bank

In addition to recording that the payment is made, you can also use the Payment Journal page to output the payment for further processing by your bank. For more information, see Make Check Payments and Make Electronic Payments.

To make payments in the payment journal

1.     Choose the Search icon, enter Payment Journals, and then choose the related link.

2.     Open the journal batch that is dedicated to payments.

3.     If you know who to pay, fill in the fields manually. Hover over a field to read a short description.

4.     To also apply the payment to the related invoice or credit memo, choose the Applies-to Doc No. field, on the Apply Vendor Entries page, select the relevant invoice or credit memo, and then choose the OK button.

Many fields, such as the Document Amount and Due Date fields, are now filled in with information from the selected document.

5.     Alternatively, use the Suggest Vendor Payments function. All the applies-to information and amounts are then also entered on the journal lines. For more information, see Suggest Vendor Payments.

Messages will guide you to fill in the required fields correctly.

6.     When all payment journal lines are completed, choose the Post action.

To issue a refund check

1.     Choose the Search icon, enter Payment Journals, and then choose the related link.

2.     In the Document Type field, select Refund.

3.     In the External Document No. field, use this as a reference for the refund check (for example, return order number).

4.     In the Account Type field, select Customer.

5.     In the Account No. field, select the customer's account number that the refund check is being issued to.

6.     In the Amount field, enter the amount to be refunded.

7.     In the Bal Account Type field, select Bank Account.

8.     In the Bal Account No. field, select the bank account the check will come out of.

9.     In the Applies To Doc. No. field, select the documents requiring a refund.

10.   When all payment journal lines are completed, choose the Post/Print action, then choose the Post and Print action, and select Yes.

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Transfer customizations between environments using solution export and import - Visualpath

Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you'll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they're ready. Best practices recommend that you proceed as follows:

1.       Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.

2.       Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.

3.       Test the customized solution on your sandbox until you've confirmed it's working correctly.

4.       Export the custom solution from your sandbox and then Import it on your production environment.

5.       For general information about creating and working with solutions, see the links in the previous procedure and also the Solutions overview. For a full example procedure, see the following sections.

Example procedure part 1: Create a custom solution

·         In this exercise, you'll create a new solution and add a simple customization to it. This will provide a simple custom solution that you can use to export and and transfer to a new environment later in this topic. If you already have a custom solution to work with, then you can skip ahead to Part 2.

To create a custom solution:

Sign in to the environment where you will develop your custom solution.

·         Open the Settings menu at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.

·         Navigate to Settings > Customization > Solutions. A list of existing solutions opens.

·         Select New on the command bar to create a new solution.

·         A new Power Apps window opens. Provide a Display name, Name, Publisher, and Version and then select Save on the command bar to save your solution.

·         For this example, we're going to copy an existing entity and then customize it, so open the Add Existing drop-down list and select Entity. A dialog opens, showing all the available entities. Here you can add any number of entities to your new solution. For this example, just select the Marketing form check box and then select OK to add it to your solution. You're now asked to choose which aspects of the selected entity you'd like to include. In this case, we want to include everything related to marketing forms, so select the Add all assets check box and then select Finish. If your selected entity requires additional components, then you'll be asked whether to include them. Select Yes, include required components and then select OK. You now return to your new solution, which now includes all of the entities and related components that you selected to include. In side panel, expand Entities to see the entities you added, and then expand the Marketing form entity and select Fields. For this example, we'll customize the Marketing form entity by adding a new field. Select New to create a new field and enter a Display Name. Leave the other settings at the default values (we'll allow this to be a text field). When you're done making all the required settings, select Save and close on the command bar.

·         You now return to the Power Apps window where you're setting up the new solution. Select Publish All Customizations to make your new field available to the app.

·         In the side panel of the Power Apps window, go to Components > Entities > Marketing form > Forms. We need to add our new custom field to a form to make it visible to users in the app.

·         Open the from named Information with a Form type of Main by selecting its name. This is the form that users see when they create or open a marketing-form record.

·         A new Power Apps window opens showing your selected form setup. In the central pane of this window, scroll down to the Summary section. Then drag your new custom field from the Field explorer panel to the General information section under the Summary. Select Save and close on the ribbon.

·         You now return to the Power Apps window where you're setting up the new solution. Select Publish All Customizations to make your customized form available to the app.

·         When publishing is complete, close the Power Apps window.

·         If you'd like to confirm your changes, you can go to the Marketing app, open a marketing form record and look for your new field on the Summary tab.

Example procedure part 2: Export a solution

·         When you're done customizing your solution and ready to move it to another environment, the next thing you must do is export the custom solution. Here's how:

·         If you're not already there after the last exercise, go to the advanced-settings area by opening the Settings menu at the top of the page and then select Advanced settings.

·         Navigate to Settings > Customizations > Solutions.

·         Select the check box for the solution you want to export, and then select Export on the command bar.

·         The system now reminds you that only published changes will be exported. If you followed the procedure in the previous section, then you should already have published everything, but if you're not sure, you can publish now. When you're ready to continue, select Next.

·         You can now choose to include various system settings in the export. System settings will be applied permanently on the destination environment, and will remain there even if you later remove the solution. Normally, you shouldn't include any system settings, and if you are just doing this procedure as an exercise, then don't select any of these check boxes now. Select Next to continue. The solution now downloads as a zip file named after the solution name.

Example procedure part 3: Import a solution

·         After exporting the custom solution from the source environment, you're ready to import the solution to the destination environment, which will add it's customizations to that environment and also make it easy for you to remove them again if needed (though any imported system settings will remain if you chose to include them in your exported solution).

To import a solution:

·         Sign in to the environment where you will import your custom solution.

·         Open the Settings menu at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.

·         Navigate to Settings > Customization > Solutions. A list of existing solutions opens.

·         Select Import to begin importing the selected solution. A progress bar opens in a pop-up window, which closes automatically when the import is done. Then the import dialog updates to show the result. Select Close to close the import dialog.

·         To confirm the import, go to the Marketing app, open a marketing form record and look for the new customized field on the Summary tab.

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Runtime Environments And Connections - Visualpath

Runtime environments and connections are dependent objects.

If you configure an export to include dependent objects, you can use the source connections and runtime environments in the export file, or you can select connections and runtime environments in the target organization.

If you configure an export to exclude dependent objects, be sure that a suitable connection and runtime environment for the assets exists in the target organization. If a dependent connection or runtime environment does not exist in the target organization, during the import operation you must select a connection or runtime environment in the target organization.

When you select a connection or runtime environment in the target organization during the import, the connector type and version must be the same as the connector type and version that the asset used in the source organization.

If the target organization has connections or runtime environments with the same name as those in the export file, Informatica Intelligent Cloud Services uses the connections or runtime environments that exist in the target organization. Informatica Intelligent Cloud Services does not overwrite the connections or runtime environments in the target organization. Dependent objects example

You want to migrate a mapping task. The mapping task depends on the following objects:

·         The connection to the source object and the runtime environment used for the connection.

·         The connection to the target object and the runtime environment used for the connection.

·         The mapping on which the mapping task is based.

The connections, the runtime environment, and the mapping exist in the target organization. The mapping in the source organization is an updated version of the mapping in the target organization. You configure an export that includes dependent objects so that the source organization and target organization have the same version of the mapping.

When you configure the import, you specify that you want to overwrite existing assets. For connections and runtime environments, you accept the default.

During import, Informatica Intelligent Cloud Services overwrites the mapping in the target organization with the mapping from the source organization. The imported assets use the connections and runtime environments that exist in the target. Schedules

You can migrate schedules from one organization to another organization. You might want to migrate a schedule if you migrate an asset that uses it.

When you export an asset that uses a saved schedule, the schedule is not included in the export file.

To migrate a schedule, you export the schedule from the source organization using Administrator and import the schedule into the target organization using the service that will use the schedule. For example, to migrate a schedule that's used for Data Integration mapping tasks, you export the schedule from the source organization using Administrator and import the schedule into the target organization using Data Integration.

For information about exporting schedules, see the Administrator help. For information about importing schedules, see Importing assets. Bundle objects

A bundle is a collection of reusable assets. You can migrate assets that use bundled assets.

A bundle can be copy-only, reference-only, or allow both copy and reference. Copyable bundles contain assets that you can copy and modify for your projects. When you export an asset that uses a copy of an asset from a copyable bundle, the bundle does not need to exist in the target organization.

Reference-only bundles contain assets that you cannot modify, but you can reference the assets in your projects. When you export an asset that references an asset in a bundle, both the source organization and the target organization must include the installed bundle.

For example, in the source organization, you create a mapping task that references a mapping that is in a reference-only bundle. You include the mapping task in an export file and then try to import the mapping task in the target organization. If the bundle exists in the target organization, the import is successful. If the bundle does not exist in the target organization, the import fails. Asset export

You can select individual assets to export, or you can select an entire project or folder. When you export a project or folder, the export file includes all of the assets in the project or folder.

To export an asset, you need the following privileges and permissions:

Your user role must have privileges to export assets.

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How to add Bootstrap to HTML (Step by Step Guide)- Visualpath

Bootstrap is one of the most popular CSS, HTML, and JavaScript framework that exists. Needless to say, the question of how to add bootstrap to HTML must surely have crossed your mind. This step by step guide explains the different methods you can use to effortlessly link Bootstrap in HTML or to import Bootstrap to HTML, depending on how you want to integrate it into your website.

The most recent version of Bootstrap is Bootstrap 5. The steps you need to follow to add Bootstrap to HTML differ slightly based on the version you desire to use. You will need a basic knowledge of HTML/CSS and JS to start with Bootstrap. Use one of the following three methods to add Bootstrap to HTML.

Method 1: Using the Bootstrap Content Delivery Network (CDN)

Using the Bootstrap CDN is a great way to deliver the content from your website to your users quickly and efficiently based on their geographic location and improve your website server’s performance. To link Bootstrap in HTML using this method:

Adding Bootstrap 4 CDN to HTML

For     CSS:

Copy this stylesheet link to the <head> tag of your desired HTML file.

<link rel=”stylesheet” href=”https://maxcdn.bootstrapcdn.com/bootstrap/4.0.0/css/bootstrap.min.css”rel=”nofollow” integrity=”sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm” crossorigin=”anonymous”>

For     JS:

Copy this stylesheet before the end of the <body> tag of your desired HTML file.

<script src=”https://code.jquery.com/jquery-3.2.1.slim.min.js” integrity=”sha384-KJ3o2DKtIkvYIK3UENzmM7KCkRr/rE9/Qpg6aAZGJwFDMVNA/GpGFF93hXpG5KkN” crossorigin=”anonymous”></script>

Copy this stylesheet before the end of the <body> tag of your desired HTML file.

<script src=”https://code.jquery.com/jquery-3.2.1.slim.min.js” integrity=”sha384-KJ3o2DKtIkvYIK3UENzmM7KCkRr/rE9/Qpg6aAZGJwFDMVNA/GpGFF93hXpG5KkN” crossorigin=”anonymous”></script>

<script src=https://cdnjs.cloudflare.com/ajax/libs/popper.js/1.12.9/umd/popper.min.js integrity=”sha384-ApNbgh9B+Y1QKtv3Rn7W3mgPxhU9K/ScQsAP7hUibX39j7fakFPskvXusvfa0b4Q” crossorigin=”anonymous”></script>

<script src=”https://maxcdn.bootstrapcdn.com/bootstrap/4.0.0/js/bootstrap.min.js” integrity=”sha384-JZR6Spejh4U02d8jOt6vLEHfe/JQGiRRSQQxSfFWpi1MquVdAyjUar5+76PVCmYl” crossorigin=”anonymous”></script>

Note that the functionalities of some JavaScript components like tabs and dropdowns depend on popper.js and jQuery. Hence, before loading the Bootstrap JavaScript file, include the jQuery and Popper CDN before loading the bootstrap.min.js file.

Adding Bootstrap 5 CDN to HTML

Bootstrap 5 no longer needs jQuery as a dependency since JavaScript can provide the same functionality. To add Bootstrap 5 CDN to HTML:

For     CS

Copy this stylesheet link to the <head> tag of your desired HTML file.

<link rel=”stylesheet” href=”https://stackpath.bootstrapcdn.com/bootstrap/5.0.0-alpha1/css/bootstrap.min.css”rel=”nofollow” integrity=”sha384-r4NyP46KrjDleawBgD5tp8Y7UzmLA05oM1iAEQ17CSuDqnUK2+k9luXQOfXJCJ4I” crossorigin=”anonymous”>

For     JS

<script src=”https://cdn.jsdelivr.net/npm/[email protected]/dist/umd/popper.min.js” integrity=”sha384-Q6E9RHvbIyZFJoft+2mJbHaEWldlvI9IOYy5n3zV9zzTtmI3UksdQRVvoxMfooAo” crossorigin=”anonymous”></script>

<script src=”https://stackpath.bootstrapcdn.com/bootstrap/5.0.0-alpha1/js/bootstrap.min.js” integrity=”sha384-oesi62hOLfzrys4LxRF63OJCXdXDipiYWBnvTl9Y9/TRlw5xlKIEHpNyvvDShgf/” crossorigin=”anonymous”></script>

Note that you need to load Popper JS before loading Bootstrap JS.

Method 2: Downloading files locally

Another way of importing Bootstrap to HTML is to directly download the files locally to your HTML project folder. The files can be downloaded from the following links:

After the desired Bootstrap version files have been downloaded:

For     CSS:

Include a link to the bootstrap.min.css file in the <head> portion of your HTML file. Doing this enables you to use the Bootstrap CSS components as per your need.

For     JS:

Add a link to the bootstrap.min.js file before the end of the <body> portion of your HTML file. Doing this enables you to use Bootstrap JS components. 

Note that the jquery.min.js and popper.min.js files must be included before loading bootstrap.min.js, even if you have downloaded the files locally.

Method 3: Using package managers to import Bootstrap to HTML

Package managers like npm and yarn can prove to be yet another efficient way of adding Bootstrap to HTML effortlessly. Since npm is the most popular package manager, the following example shows how Bootstrap can be installed and pulled into any project using it. 

Type one of the following commands to the project folder. This is only valid if you have initialized npm in the project.

Bootstrap 4: npm install bootstrap

Bootstrap     5: npm     install bootstrap@next

A local copy of the desired version of the Bootstrap files is now downloaded into the ‘node_modules’ folder in your project. After the desired Bootstrap version is imported:

For     CS:

Include the bootstap.min.css file in the <head> of your HTML file to use Bootstrap CSS components. 

For JS:

Use the bootstrap.min.js file before the end of the <body> portion of your HTML file to use the Bootstrap JS components. 

As mentioned before, jquery.min.js and popper.min.js both have to be loaded before you load bootstrap.min.js.

Once you integrate Bootstrap 4, or 5 CSS with HTML, you can simply use the Bootstrap class elements and style your HTML files in the desired manner. You can refer to the Bootstrap documentation of your desired version to understand the classes that can be used, and the actions that the corresponding classes perform. Similarly, after integrating Bootstrap JS to HTML you can use the Bootstrap JS components by using JS data attributes directly in the HTML markup or by using jQuery. Refer to the Bootstrap documentation to understand how these components work and what features they offer.

Examples from Creative Time

Material Dashboard is a free Material Bootstrap 4 Admin template which offers a cool design, easy to use components, and third-party plugins designed to work perfectly with other elements. Check out here its Download Page and Live Preview.

You can find similar, easy to integrate Bootstrap templates and themes from Creative Tim here.  Conclusion

You can often be concerned with the question of how to start with Bootstrap. However, rest assured that importing and adding Bootstrap to HTML is a pretty straightforward process, and you can easily use Bootstrap to enjoy additional attributes and features on top of your HTML files in no time.

Also, if you ever wondered - Is Bootstrap dead in 2022? - It’s a question on many frontend web developers’ minds. Well, it is not: millions of developers use it; 40,000+ companies use it; it had a major facelift in 2020, and it’s an excellent first framework for new frontend developers. (Source)

web design. For more information Click Here Contact us: 9989971070

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Create legal entities - Visualpath

This topic describes how to create legal entities in Microsoft Dynamics 365 Commerce, which must be created and configured before creating channels.

A legal entity is an organization that has a registered or legislated legal structure. Legal entities can enter into legal contracts and are required to prepare statements that report on their performance.

A company is a type of legal entity. Currently, companies are the only kind of legal entity that you can create, and every legal entity is associated with a company ID. This association exists because some functional areas in the program use a company ID, or DataAreaId, in their data models. In these functional areas, companies are used as a boundary for data security. Users can access data only for the company that they are currently logged on to.

When creating a channel, you must specify which legal entity that channel belongs to.

Create a new legal entity

To create a new legal entity in Dynamics 365 Commerce, follow these steps.

1.    In the navigation pane, go to Modules > Headquarters setup > Legal entities.

2.    On the action pane, select New. The New legal entity pane appears on the right.

3.    In the Name field, enter a value.

4.    In the Company field, enter a value.

5.    In the Country/region field, enter or select a value.

6.    Select OK.

 Enter a search name, if a search      name is required. A search name is an alternate name that can be used to      search for this legal entity.

 Select whether this legal entity      is being used as a consolidation company.

 Select whether this legal entity      is being used as an elimination company.

 Select the default language for the      entity.

 Select the time zone for the entity.

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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success – Visualpath

In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals.

While customization can be explained using configuration and development; configuration encompasses the use of modern tools that exist within the application platform, allowing 90% of the changes that are needed to be scaled, extended, finetuned, accentuated, embellished and industrialized. Indeed, this is more of a drag, drop, point, launch and “what you see is what you get” type of design. Not to mention, Microsoft Dynamics 365 provides an outstanding Integrated Development Environment (IDE) that provides total control to build and test most system changes.

In contrast, development in customization is executed for more important and complex modifications and additional functionality that may be desired to improve business processes. So, there are perplexing functionalities that require custom code for aptness. Also, there are two variations of development – JavaScript and AJAX. These are two types of user interface behaviors that may conjure with a browser or server-side computations that may cause systematic changes to data and processes.

In fact, the configuration capabilities of modern CRMs are now so advanced, that development is rare, but can be used to fulfill special requirements. Overall, a CRM is an open system that allows enhanced functionality and integration with other systems, and applications that can be further developed and improved, such is the case with Microsoft Dynamics 365.

Configuration Capabilities in Microsoft Dynamics 365

Utilizing configuration to operate and manage a CRM is indispensable. Configuration is practically the structure and administration of the system. In Microsoft Dynamics 365, configuration is essential for improving the UI design, field settings, security, business rules, use of options and features, and more. Therefore, adopting business logic features with no-code configuration or no custom programming logic is available.

With Dynamics 365, organizations can effortlessly define business processes by adopting the various configuration capabilities that are available to fit their business needs. For example, configuration in Dynamics 365 is applied to perform the following:

Database changes and fields

Forms, validations and views

Workflows, Business Process Flows (BPF), dashboards and     reports

Security settings

Calculated fields and templates

Also, configuring may be executed by a technically adept administrative person utilizing the following tools:

1. Utilize Internal Customization Tool

Utilizing the internal customization tool in Dynamics 365 is highly recommended. This configuration type tool allows administrators and IT professionals to modify and update the database, business rules, user interface (UI), and most importantly manage settings using a controlled edit-publish workbench. For example, setting the level of security within Dynamics 365 can be performed using the internal customization tool. Also, creating roles, giving privileges and proper rights to users accordingly is important and featured as part of best practices for Dynamics 365.

2. Release in Solution Packages

Releasing in solution packages allows changes to be packaged together and layered alongside the self-documented modifications for controlled releases across multiple environments. Within a solution package, CRM changes are visible and enables developers to connect all changes to tasks and stories. Not only does it allow the data to be imported between environments, this data is also kept the same across environments for automated buildups and continuous integrations, minimizing import errors and saving time.

3. Codeless Tool Set

The codeless tool set is just one aspect of the customization tool, which includes coded features and advanced integration solutions that provide simple connectivity to different systems and data sources. Writing code isn’t necessary, since these tools are already configured and ready for use within Dynamics 365. Utilizing these data integration tools or connectors allows data to be connected and easily sharable among users and reduces the risk of an integration breakdown.

4. Preview and Publish Modes

Another aspect of the customization tool set is the preview and publish modes that are utilized to review changes before and after they are complete. The previewing mode allows visibility of a change before publishing. Keeping in mind that customizations are automatically published when new items are created or existing items are deleted. Also, it is important to publish customizations in order to export with a solution.

5. QA in Sandbox Environment

How can you develop solutions without disrupting the production environment? In a sandbox environment, developing, testing and training is possible and will not disrupt users or harm the production environment. For instance, Dynamics 365 provides sandbox environments that serve as QA environments as changes are released. Also, sandboxes include administrative controls that are not available in production, making it simple to reset a sandbox instance by allowing the system administrator to log in and apply changes.

6. Release Solutions Iteratively

Releasing solutions iteratively is the best approach for CRM deployment. Implementing solutions in small fragments enables employees to learn and adjust step-by-step. In addition, during iterations, issues may be easily identified and altered before another solution release. For example, business policies and processes may be adjusted by adding new features to address challenges. The goal is to have a functional CRM that is utilized to its full potential and is increasing productivity.

Customizing Your Microsoft Dynamics 365 CRM

Modern customization consists of code and integration development for server-level, main-app, line of business functionality and database development. Customization also encompasses light app and function builders, workflow automation, and simple dashboard design. In addition, some of the latest capabilities include PowerSuite, Common Data Service (CDS), and Common Data Model (CDM).

PowerSuite simply combines a system’s optimization features into one, streamlining maintenance and powering higher performance. PowerSuite powers performance by scanning and identifying untouched processes, provides a list of drivers for updating, removes or compresses unused files and Windows backups. Also, developers utilize CDM to build custom connections with multiple databases to enhance applications for end-user consumption. Together, CDS and CDM allows developers to spend less time building and more time developing and upgrading sophisticated integrations by adopting and enhancing the existing CDM templates.

Moreover, with Microsoft Visual Studio, developing programs, websites, apps, web services and mobile apps is achievable. Visual Studio utilizes Windows development platforms, such as API, Forms, Presentation Foundation, and Microsoft Silverlight to create and manage code. For example, the Visual Studio Team Explorer or Team Web Access provides initial access and projects visibility for the DevOps and development team. Furthermore, there are additional developer tools that may be utilized in Dynamics 365, such as WebResources Manager, View Layout Replicator, Early Bound Generator, and .Net which is applied to help manage code in multiple languages. Microsoft Visual Studio and the .Net tools are intertwined together to undertake the following:

Import jobs

Monitor jobs

iframe data presentation

Server side customizations

Integration calls and web     services

Custom coded UI

Add-on functionality and apps

Customization and development may be carried out by developers utilizing the following tools:

1. .Net Framework

The .Net Framework was created by Microsoft and is highly used for building, developing and deploying applications. This framework supports multiple, interoperability and cross language integration and includes an IDE, provides a Graphical User Interface (GUI), Mono Compilation System (MCS) and Common Type System (CTS). In addition, there are two main parts of the .Net Framework: Class library, which includes ADO.NET, ASP.NET and Windows Forms and the Common Language Runtime (CLR), which is the safest area where code can run. Code that runs through the CLR is managed code that is protected and optimized. CLR is the official execution engine and is between the .Net application and the operating system which provides additional services.

2. Software Development Kit (SDK)

The SDK includes an architectural overview of Dynamics 365, the entity model, security model, web services and tools that assist in developing, customizing and communicating within the Dynamics 365 environment. Also, the SDK includes practical tools for registering assemblies, migrating data from one environment to another, and aids in developing and customizing assemblies according to requirements. In addition, the SDK is exactly what every developer needs for development and code authentication.

3. Plug-in and Re-usable Solution Management

Plug-ins are commonly used to enhance standard features by inserting specific business logic in performed user tasks. A plug-in consists of custom code that is later compiled in .Net, which is then triggered by an event within an entity. Alongside, is a re-usable solution, which is a customization package completed by customizers and developers to extend the functionality of Microsoft Dynamics CRM. The only known supported way of transferring customizations from one CRM organization to another is through solutions.

4. Error Handling and Logs

Error handling in Dynamics 365 can be easily handled through the tracing service. Dynamics 365 can handle the exception returned from a specific plug-in, which displays an error message in a dialog. Also, all exception messages are found in the system job area of the web application. Most error logs are maintained under Plug-in Trace Log.   

5. Web Resources

Certain web resources or virtual files may be stored within Dynamics and utilized for web page functionality, forms and entities. For example, an image file is a web resource that is often stored for later use. A more complex example of a web resource is the Silverlight application that is built to read users context. All web resources can be reused in various forms or entities and even deployed in solutions.

6. VSO Change Control, Code Backups and Versions

Utilizing the VSO change control as a systematic approach to manage all changes made to a product or system is recommended. Also, the Team Foundation Server by Microsoft provides the change control, code and version backups to ensure that changes to a product or system are introduced in a more controlled and coordinated manner. For example, the Team Foundation Version Control (TFVC) method is highly utilized for a central source code version control, which requires a central server to sync software snapshots. In contrast, Git is an alternative to TFVC and may be utilized for distributed version control, which does not require a central server.

7. TDD Quality Control

Test-driven development (TDD) is a programming methodology that may be a part of a Quality Control Strategy or a Quality Management Strategy. Enabling developers to write code, passing the acceptance test and simplifying the code for use is TDD quality control. The primary goal of TDD allows developers to write test cases and think things through before writing the necessary functional code.

Final Thoughts

Interesting enough is the customization of a CRM and the set of options available for validating customizations and developing modifications, packaging together and releasing in solution sets, which provide controlled releases and versions, and the new and improved capabilities, such as CDM and CDS. As CDM continues to improve, understanding CDM is vital for the success of any developing system. In addition, CRM modifications and changes are mainly executed in a sandbox environment rather than directly in the production environment. Utilizing a multi-environment release process to ensure separation between customization, testing and the line-of-business work is ideal. Whether a team is customizing or configuring there are many tools available that aid and simplify anyone’s preferred systemization. For more information Click Here Contact us: 9989971070

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How to Create, Deploy, and Update an Application - Visualpath

1.    Create and edit mappings and other objects and deploy them in an application to make them accessible to end users. The following image shows the process of developing and deploying an application: Create mappings, workflows, transformations, and other objects to access and transform data.

2.    Create an application and add objects to it.

3.    Choose to deploy the application to a Data Integration Service or to an application archive file:

·         Deploy the application to a Data Integration Service to allow the Data Integration Service to run objects.

·         Deploy the application to an application archive file to allow an administrator to archive the file, deploy the application from the archive file, or import the application from the application archive file to a Model repository.

4.    If objects need further development to meet requirements, you can edit objects and update the application, and then redeploy the application to the Data Integration Service.

An administrator can deploy an application and perform other administrative tasks from the command line or from the Administrator tool. For information about these tasks, see the 

Informatica Application Service Guide

 ·         Application Deployment

 ·         Creating an Application

 ·         Deploying an Application to a Data Integration Service

 ·         Deploying an Object to a Data Integration Service

 ·         Deploying an Object to an Archive File

 ·         Deploying an Application to an Archive File

 ·         Importing Application Archives

 ·         Updating an Application

  Redeploying an Application to a Data Integration Service

Creating an Application

When you create an application, you select the objects to include in the application. Create an application when you want to deploy one or more objects so end users can access the data through third-party tools.

Select a project or folder in the Object Explorer view.

1.    Application Enter a name for the application.

The application name is part of the session log file name when you deploy the application. Depending on the application, the session log file name might include the application name, feature name, connection ID, and the date and time. The session log file name is included with the log directory path in the log file path. On Windows operating systems, the log file path has a limit of 259 characters. Consider the length limitation when you name the application.

2.      Click Browse to select the application location. You must create the application in a project or a folder.

3.    Click the Add button to add objects to the application. The Add Objects dialog box appears.

4.      Select one or more objects and click OK The Developer tool lists the objects you select in the New Application dialog box.

5.      Select the Parameter Sets view to add parameter sets to the application. Click Finish to skip adding parameter sets. If you choose to add a parameter set, the Add Parameter Sets dialog box appears. If you click Finish the Developer tool adds the application to the project or folder.

6.    To add parameter sets to the application, click the Add button. The Add Parameter Sets dialog box appears.

7.      Select the parameter sets to add to the application and click OK

.

8.      Click Finish to create the application.

9.      After you create an application, you deploy it to a Data Integration Service immediately, or deploy it to an application archive file to run later.

 Deploying an Object to a Data Integration Service If you want to deploy an object to a Data Integration Service so you can run it, the Developer tool prompts you to include it in an application. Then you can deploy the application to a Data Integration Service to run application objects.

Create an application, based on business and functional requirements, when you want to deploy one or more objects. You can also create an application when you want to update a deployed application.

1.    Choose to deploy an executable object or a flat file data source.

·         To deploy a mapping, workflow, or other executable object, right-click the object and select 

Deploy

·         To deploy a flat file data source, right-click the object and choose Deploy as a web service or Deploy as a SQL Data service

.

2.    The Developer tool prompts you to create an application.

3.    Enter an application name.

4.    To add objects to the application, click the Add button and select objects.

5.      To deploy the application with parameter sets, click Next

a.            Click the Add button to select the parameter sets to include in the application.

b.            Select each parameter set to include from the list. You can select all the parameter sets.

6.      Click Next

7.    Select a Data Integration Service to deploy the application to.

8.      If the Developer tool contains the connection information for multiple domains, click 

Browse

 to select the domain, and complete the following steps: In the Choose Domain dialog box, select a domain and click OK The Developer tool lists the Data Integration Services associated with the domain in the Available Services section of the Deploy dialog box. Select the Data Integration Services to which you want to deploy the application. Click Next

9.    To deploy the object to a web service, complete the following steps:

.             Configure properties for the web service.

a.                  To add operations to the web service, click Next By default, the Developer tool creates an operation for each object that you deploy as a web service.

b.            Select each operation, operation input, and operation output to display and configure the properties.

c.                  Click Finish

.

10.  To deploy the object to an SQL data service, complete the following steps Enter a name for the SQL data service. Accept the default location, or click Browse to select a Model repository and a project folder location for the SQL data service.

.                   Click Next The Add Virtual Tables to SQL Data Service dialog box appears.

a.            Click the Add button.

b.            Enter a name for the virtual table.

c.                  Click the Open button in the Data Object column. The Select a Data Object dialog box appears.

d.                 Select a physical data object and click OK

e.                  Enter the virtual schema name in the Virtual Schema column.

f.                  Select Read in the Data Access column to link the virtual table with the data object. Select None if you do not want to link the virtual table with the data object.

11.  Click Finish

The Developer tool deploys the application to the Data Integration Service. The Data Integration Service runs the application and the objects that it contains.

You can test the output of application objects and validate the output against requirements. If necessary, you can update the application and redeploy it. For more information Click Here Contact us: 9989971070

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HTML Editors and Browsers – Visualpath

Where should I write my HTML code??

Well, that’s really simple. Any normal text editors like Notepad or TextEdit can be used to write HTML code. But to develop a website that would hardly be convenient.

So there are many HTML editors available which make writing the HTML code comfortable and easy. Mainly what an HTML editor does is

Highlighting the syntax i.e. coloring of the code

Auto-completion i.e. adding the ending tag automatically when you type the starting tag.

It not only makes the code look prettier but also mitigates the fatigue while writing a long code. There are many HTML editors available, some of which are

·         Notepad++

·         Brackets

·         EditPlus

·         Espresso

·         TextPad

·         UltraEdit

And much more which provide an extra feature or two which increase our productivity.

Also, most recently we have WYSIWYG editors. WYSIWYG stands for “What You See Is What You Get”.

While in WYSIWYG mode the HTML page is rendered as though it is being viewed with a web browser. The only difference is that the web developer can edit the page at the same time.

To list a few advantages of this editor:

Page elements can be moved by simply “clicking and dragging” them around the page.

Formatting of the text with a WYSIWYG editor is very simple. For example, if you want to highlight the text, then clicking the “Bold” button would do it for you; just like in a word processing program like Microsoft Word.

Allows you to see what the page will look like while you’re editing it? It’s kind of like editing a preview of your web page.

Although usually referred to as “WYSIWYG editors”, these are better described as an HTML editor with WYSIWYG mode. The user can switch between “Code view” and “WYSIWYG view”.  Adobe Dreamweaver is an example of WYSIWYG editor

But it is recommended that while in the learning phase uses the basic text editors because it will help you create clean code and really dig into web development. Having the ability to look at the page with a text-based HTML editor is essential!

How will you create a webpage using text editor??

Step 1: Open any text editor and write the HTML code. Step 2: Save the file on your computer. Select File > Save as in the Notepad menu. Just remember to add the extension “.html”.

For example, name your file as “Firstprogram.htm”.

Then change “Save as type” to “All Files”.

Lastly, select encoding UTF-8(recommended standard).

HTML BROWSERS

How do I view my program in the browser??

For that, you have to open the saved HTML file in any browser.

Step 1: double click on the file or right-click on the html document and choose “Open with”. For more information Click Here Contact us: 9989971070

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Mappings in Informatica: Create, Components, Parameter, Variable – Visualpath

What is a Mapping?

Mapping is a collection of source and target objects linked together by a set of transformations. These transformations consist of a set of rules, which define the data flow and how the data is loaded into the targets.

A mapping consists of following set of objects

Source Definition –     Source definition defines the structure and characteristic of the source,     its underlying data types, type of the data source, etc.

Transformation –     Transformation objects define how the source data is transformed, and     various functions can be applied during the process.

Target Definition –     Target definition defines the final target where the data will be loaded.

Links –     Links connect the source definition to different transformations and     target tables. It defines how the data flows from source to target and the     transformations.

In this Tutorial- you will learn

Why     do you need Mapping?

Components     of Mapping

What     is Stage Mapping?

How     to Create a Mapping

Mapping     Parameters and Variables

How     to Create Mapping Parameter

How     to Create Mapping Variable

Why do you need Mapping?

Mapping is an object in Informatica with the help of which you can define how the source data is modified before it reaches the destination or target object. Like if you have employee name as “Bill Clinton” in your source system and in the target system the requirement is to have employee name in the format as “Clinton Bill”, such operations can be designed at the mapping level. In basic terms, what you do with the source data is defined at the mapping level.

Mapping is the basic Informatica object with the help of which we can define the data transformation details and source/target object characteristics. Mappings help us to define the data transformation at the individual column levels for each row. Even in a single mapping you can handle multiple sources and targets.

Components of Mapping

Basic components of a mapping are

Source tables

Mapping parameters and     variables

Target objects

Mapping transformations

There     are various objects that constitute a mapping. A mapping can consist of sources, targets, mapping parameter     and variables, mapplets, various transformations, and user-defined     functions.     Mapping Source:     Mapping sources are the objects from where you fetch the source data. It     can be a database table, flat file, XML source or COBOL file source

Mapping target: Mapping     target is our destination objects where final processed data gets loaded.     Mapping target can be a relational table of a database, a flat file or XML     file. Sources and targets are mandatory in any mapping, their type can     differ

Mapping Parameters and     Variables: Mapping parameters and variables     helps you to create temporary variable objects which will help you to     define and store temporary values while mapping data processing. Mapping     parameters and variables are optional users defined data types, which can     be created for a mapping and can be referenced and updated for a specific     requirement. We will learn more about mapping parameters and variables in     this section

Mapplets:     They are objects which consist of a set of transformation, source or     targets. Mapplets are generally created to reuse the existing     functionality of a set of transformations. It can be used in any no of     mappings.

What is Stage Mapping?

A stage mapping is a mapping in where we create the replica of the source table. For Example, in a production system if you have an “employee” table then you can create an identical table “employee_stage” in ETL schema.

Having a local stage table offers various advantages, like production downtime, won’t affect your ETL system because you have your own “employee_stage” table, instead of referring to production “employee” table. In a Production system, there can be other operations and processes which affect the performance. However, when you have replica staging table, only ETL processes will access it. This offers performance benefits.

In Stage Mappings,

Source     and Target tables have identical structures

The     data in the target table is a replica of source table data or

Data     in stage (target) table is a subset of source data.

For example, if your source table contains employee details of deptno 10, 20, 30, and 40. The staging table can be a table having employee records of deptno 10 & 30 only.

The purpose of creating stage tables in Data warehouse is to make the process of data transformation efficient by fetching only those data which is relevant to us and also to minimize the dependency of ETL/Data Warehouse from the real-time operational system.

Mapping Parameters and Variables

Like every programming language, Informatica has its own way of defining parameters and variables. But unlike other programming languages, Informatica isn’t a code based language. To create parameters and variables in Informatica, you have to follow the predefined syntax and navigation.

Difference between parameters and variables – Mapping Parameters

Mapping parameters are those data types whose value once assigned remains constant throughout the mapping run. Like if you have created a mapping parameter deptno=20, then the value 20 will be constant for the whole mapping run. The parameter wherever it will be referenced will always return value 20 for that instance of mapping run. For a new mapping instance, the parameter value can be redefined.

Mapping Variables

Mapping variables are objects which can be referenced throughout the mapping run (to access their values) and their values can be reassigned. For example, a mapping variable of total_salary can be used in a mapping, and its value can be updated based on salaries. The mapping parameters and variables are specific to a mapping only. They cannot be referenced in another mapping.

For more information Click Here Contact us: 9989971070

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How to Insert File into Word – Visualpath

If your job involves using Microsoft® Word or if you use Microsoft® word often, it is possible that you may have to insert file into Word at some point. However, this shouldn't pose a problem because it is not a difficult task. Understanding how to insert a document in Word is important especially for frequent Word users or if you work in an office. For this reason, this article will look this issue in details and at the end you should be able to insert document into Word without stress. Advantages of PDF Document

PDF is an important file format which is being used by a lot of professionals. Its popularity in recent times comes as a result of its numerous benefits and advantages. For instance, here are some of the big benefits of using PDF.

Maintaining Document Format: One of the biggest advantage PDF has over other formats like word is the fact that it can maintain the document format. Using other formats could present some challenges where documents changes after file sharing but with PDF, your documents are presented exactly the way it is shared.

File Sizes are Smaller: The good thing about PDF is that they tend to have a smaller file size when compared to other file formats. This is because it is capable of compressing high quality files into something that is smaller in size. This is ideal especially for those who work with limited storage space.

Can Integrate Non Text Element: One big advantage of PDF over other document format is the fact that it can easily integrate non text element like hyperlinks and images. This is why it is able to maintain very good layouts. With this, it can be easily viewed on a mobile device.

Security: You can use password to protect the PDF files and prevent unauthorized access to it. This is an important feature especially where handling of very sensitive documents is involved.

PDF editors are tools that are used to work on PDF files. In fact, it gives you a total control of your PDF files. There are many PDF editors around but one of the best is Wondershare PDFelement - PDF Editor. It is a highly capable PDF editor with top notch features and is considered to be a complete solution to PDF activities. PDFelement is considered to be the best for the following reasons.

Top Notch Features: It boasts of an array of impressive features that gives you total control of your document. For instance, some of the main features include creating PDF, converting documents to and from PDF, editing PDF very easily like in word and annotating PDF. Other important features in PDFelement include the application of digital signatures as well as the option of password protection on documents. These important features combine to position PDFelement as one of the best PDF editor available in the market today. Cost Effective: PDFelement is cheaper than most software in the market of the same capability. It is cheaper than one of the best in the industry Adobe. This is why it is considered to be a worthy alternative to Adobe. It gives you all you want at less cost.

Free Trial: PDFelement gives you the opportunity to test the software before purchasing it. This is a testament of confidence in the software. Intending customers get to know the capabilities of the software before purchasing it. This is why PDFelement is the best. For more information Click Here Contact us: 9989971070

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USING POSTING PROFILES IN D365 FINANCE AND OPERATIONS – BENEFITS BEYOND DEBITS AND CREDITS – Visualpath

One of the main requirements for any ERP system is to provide control over postings from source subledger transactions to the General Ledger. Reconciling the General Ledger to the subledger must be automatic with every detail posting to the control account being fully visible for reconciliation and audit purposes. For us accountants, we expect to have this level of detail, control and automation in an ERP system.

In Dynamics 365 Finance and Operations (D365FO), this is handled very effectively using Posting Profiles. Although the terminology for the setup in certain modules is different, they all function in the same way in that they effectively control the subledger transaction postings to the General Ledger.

But not only do they control posting from the subledger to the General Ledger, they provide flexibility in the way General Ledger accounts are used in a subledger transaction, and they are important tool in tracing transactions through the General Ledger.

POSTING PROFILES – CONTROL OVER POSTING

Posting Profile setups include interactions with the following subledgers:

Accounts payable

Accounts receivable

Cash and bank

Inventory

Production

Fixed assets

Project management and accounting

Once these Posting Profiles are in place and validated, they are used to automatically assign the required control accounts on the originating subledger transactions. This provides assurance that the source transaction posts to the correct control GL account.

For example, look at the vendor Posting Profile below. The GL account is set to 200100 under Summary account, which means that all Accounts Payable transactions will default to the account 200100.

When an AP invoice journal is created, the credit to accounts payable will automatically default to account 200100. When a Vendor check is created and posted, the debit will automatically post to the same account.

Users are not able to change this posting at a transaction level. When the transaction type of Vendor is selected during AP Invoice entry, or when creating the AP check, the system automatically pulls the account from this setup. This reduces the amount of differences made to the GL account from users making decisions on a transaction by transaction basis, expedites data entry, and improves accuracy.

This also means that when reconciling the Accounts Payable subledger to the General Ledger, the reconciliation will be “right on the money.” I very rarely see subledger balances differ from the General Ledger for this reason–Posting Profile setups control the transaction. In the rare case where the subledger balance differs from the GL balance, the “rogue” transaction stands out in the detail.

This functionality is the same across Vendors, Customers, Fixed Assets, Production, Inventory, and Project Accounting. In the example below, we have the Posting Profile for Items (Inventory Management > Posting > Posting).

This Posting Profile is bit a more involved, but it is the same concept. The transaction type, Inventory Issue, is for an inventory adjustment out or a negative inventory adjustment. When an inventory adjustment transaction is created, the General Ledger account for the inventory item cannot be updated at the transaction level; the account pulls from this Posting Profile based on the setup.

This takes the decision-making process out of the hands of the users and reduces the errors and variances when reconciling inventory each month. In the above example, when a negative inventory adjustment is posted, the General Ledger account for the inventory item, inventory group, or all items will pull from this Posting Profile.

POSTING PROFILES – FLEXIBILITY WITH POSTING TO GL ACCOUNTS

Notice that the ledger account specified can be set on the Customer Account code for:

All Customers (All)

Customer group (Group)

A specific customer (Table)

In this example, if you were looking to book a different Accounts Receivable account for a specific customer group, you would select the Customer Group and the corresponding Summary GL account for this group. These may be retail customers, foreign customers or maybe a government agency where the requirements for tracking the balances in the General Ledger may dictate separation for financial statement purposes.

When the order is invoiced for a customer within this customer group, the Accounts Receivable invoice balance will automatically be debited to account 106225. In addition, when the payment is received for a customer within this customer group, the AR balance received will be credited to account 106225.

Additionally, you have the option to track the control account at a specific customer level as well. The requirement may be that the Accounts Receivable balance be tracked as a Note Receivable. The terms of the sale may have been set to where the customer pays the balance over a year.

To update the Posting Profile for the specific customer, enter the account code “Table,” and select the customer account. In the Summary account field, enter the specific General Ledger account for the customer. There is no limitation to the number of customers or customer group that you can enter in the Posting Profile.

The order for the sequence of the Posting Profiles is important. In the example above, the system will look at the specific “Table” Account code first, then the Account code “Group” and finally the catch all Account code “All.”

For inventory postings, notice below that the ledger account specified can be set on the Item code for:

All items

Item group

Item category

An individual item

The Item relation in the second column is dependent upon the selection made in the Item code.

The Item code Category is used for purchasing non-inventory procurement categories. This is not used for inventory transactions, but the setup is managed for purchasing, receiving and sales within the item Posting Profile.

POSTING PROFILES LINK TO POSTING TYPES

When reviewing a transaction voucher, it is important to not only look at the debits, credits, and the ledger account, but to also pay close attention to the posting type that is driving the transactional posting. The posting type identifies the Posting Profile that is used to map the transaction flow to the ledger.

A great tool for tracing transactions is the Accounting source explorer. With the Accounting source explorer, you can select a range of dates to view detailed ledger transactions. From there, you can filter your transactions by the posting type.

Below highlighted, is a posting type Inventory receipt. You can filter all the transactions with this posting type to review the detail behind each transaction. Inventory receipts and Inventory expenditures are defined in the Posting Profile setup.

Posting Profiles are required for updating General Ledger accounts from the subledger to the General Ledger in D365FO. When these are set up and tested properly, they provide tremendous benefit for control, flexibility and tracing across your organization.

Have any questions about using D365FO Posting Profiles? Please reach out to one of our experts at any time! For more information Click Here Contact us: 9989971070

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Create workflows overview - Visualpath

Open the workflow editor

The module that you're working in determines the types of workflow that you can create. Follow these steps to select the type of workflow to create and open the workflow editor.

1.     Open the module that you want to create a new workflow for. For example, to create a workflow for purchase requisitions, click Procurement and sourcing.

2.     Click Setup > [Module name] workflows.

3.     On the list page that appears, on the Action Pane, click New.

4.     On the Create workflow page, select the type of workflow to create, and then click Create workflow. The workflow editor appears. You can now use the following procedures to design the workflow.

 Drag workflow elements onto the canvas

The Workflow elements area of the workflow editor contains the elements that you can add to your workflow. To add elements to the workflow, drag them onto the canvas.

Connect the elements

To connect one workflow element to another, hold the pointer over an element until connection points appear. Click a connection point, and drag it to another element. Be sure to connect all the elements.

Configure the properties of the workflow

Follow these steps to configure the properties of the workflow.

1.     Click the canvas to make sure that no workflow element is selected.

2.     Click Properties to open the Properties page for the workflow.

3.     Follow the procedures in the Configure workflow properties topic.

Configure the elements of the workflow

Configure each element that you dragged onto the canvas. For information about how to configure each workflow element, see the following topics:

·         Configure manual tasks in a workflow

·         Configure automated tasks in a workflow

·         Configure approval processes in a workflow

·         Configure approval steps in a workflow

·         Configure manual decisions in a workflow

·         Configure conditional decisions in a workflow

·         Configure parallel branches in a workflow

·         Configure a parallel branch

·         Configure line-item workflows

Resolve any errors or warnings

The Errors and warnings pane at the bottom of the workflow editor shows messages that have been generated for the workflow. To find the element where an error or warning occurred, double-click the error or warning message. You must resolve all errors and warnings before you can make the workflow active.

Save and activate the workflow

When you're ready to save and activate the workflow, follow these steps.

1.    Click Save and close to close the workflow editor and open the Save workflow page.

2.    Enter comments about the changes that you've made to the workflow, and then click OK.

3.    If all errors and warnings have been resolved, the Activate workflow page appears. Select one of the following options:

o    To activate this version of the workflow, click Activate the new version. When a workflow is active, users can submit documents to it for processing.

o    If you don't want to activate this version, click Do not activate the new version. You can activate the workflow later.

For more information Click Here Contact us: 9989971070

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What is Asset Management? - Visualpath

Asset management refers to the process of developing, operating, maintaining, and selling assets in a cost-effective manner. Most commonly used in finance, the term is used in reference to individuals or firms that manage assets on behalf of individuals or other entities. Every company needs to keep track of its assets. That way, its stakeholders will know which assets are available to be employed to provide optimal returns. The assets owned by any business fall into two main categories: fixed and current assets. Fixed or non-current assets refer to assets acquired for long-term use, while current assets are those that can be converted into cash within a short amount of time.

When it comes to asset management, managers often deal with two main concerns. The first is what role does the asset management process play? Second, how can a firm develop a good asset management plan? 1. Enables a firm to account for all of its assets:

The process makes it easy for organizations to keep track of their assets, whether liquid or fixed. Firm owners will know where assets are located, how they are being put to use, and whether there have been changes made to them. Consequently, the recovery of assets can be done more efficiently, hence, leading to higher returns.

2. Helps guarantee the accuracy of amortization rates:

Since assets are checked on a regular basis, the process of asset management ensures that the financial statements record them properly.

3. Helps identify and manage risks: Asset management encompasses the identification and management of risks that arise from the utilization and ownership of certain assets. It means that a firm will always be prepared to manage any risk that comes its way.

4. Removes ghost assets in the company’s inventory:

Instances exist where lost, damaged, or stolen assets are erroneously recorded on the books. With a strategic asset management plan, the firm’s owners will be aware of the assets that have been lost and will eliminate them in the books.

Developing a Strategic Asset Management Plan

Asset ownership is part of any public or private enterprise. To manage the assets effectively, a firm owner needs to develop a strategic plan.

1. Complete an asset inventory:

Before anything else, an owner needs to take count of all the assets that he owns. If he is not aware of the exact number of assets in his inventory, then he won’t manage them effectively. When preparing an inventory of company assets, the following should be included:

Total count of assets

Where the assets are

The value of each asset

When the assets were acquired

The expected life cycles of the assets

2. Compute life-cycle costs:

If a business owner wants his asset management plan to be precise, then he should calculate the entire life-cycle costs of each asset. Many company owners make the mistake of calculating only the initial purchase costs.

During the asset’s life cycle, additional costs are likely to come up such as maintenance expenses, condition and performance modeling, as well as disposal costs.

3. Set levels of service:

After computing the life-cycle costs, the next step is to set levels of service. Put simply, it means outlining the overall quality, capacity, and role of the different services that the assets provide. In doing so, a firm’s owner can then determine the operating, maintenance, and renewal activities needed to keep the assets in good condition.

4. Exercise long-term financial planning:

Ideally, the asset management process that a firm owner adapts should easily translate into long-term financial plans. With a good financial plan in place, the owner can then assess which objectives are feasible, and which ones need to be prioritized.

Benefits of Asset Management

There are many benefits of adopting an asset management strategy, such as:

1. Improving acquisition and use:

By keeping tabs on a company’s assets throughout their life cycle, a firm owner can improve their technique of acquiring and utilizing assets. A good case in point is Cisco Systems, which was able to reduce costs by executing PC asset management. When implementing such a strategy, the company discovered wasteful purchasing practices, which it solved by developing a better process for buying the equipment needed by workers.

2. Improving compliance:

Government agencies, non-profit organizations, and companies are required to provide comprehensive reports on how they acquire, utilize, and dispose of assets. To ease the reporting process, a majority of them record their asset information in a central database. In such a way, when they need to compile the reports at the end of their financial year, they can easily access all the information they need.

Summary

Asset management is simply a system that helps companies keep track of all their assets, such as vehicles, equipment, and investments. Keeping tabs on the assets helps streamline operations, especially in relation to their sale or disposal. The process also minimizes the chance of recording ghost assets since all the available assets are well accounted for.

Related Readings

Thank you for reading CFI’s guide to asset management. To keep learning and advancing your career, the following CFI resources will be helpful:

·         Free Introduction to Capital Markets Course

·         Monetary Assets

·         Portfolio Management Career Profile

·         Private Wealth Management

·         Top Finance Certifications For more information Click Here Contact us: 9989971070

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Advantages and Disadvantages of NoSQL Databases - Visualpath

Advantages and Disadvantages of NoSQL Databases

What are the advantages of NoSQL?

Like every other technology, NoSQL databases also offer some benefits and suffer from some limitations too.

In an era where relational databases are mainly used for data storage and retrieval, modern web technologies posed a major challenge in the form of unstructured data, high scale data, enormous concurrency etc.

Relational databases struggled especially to represent highly unstructured data and high scalability and thus came into being the NoSQL databases.

Let us briefly discuss some advantages and disadvantages of NoSQL databases.

  Major advantages of NoSQL databases include:

(i) Flexible Data Model:

NoSQL databases are highly flexible as they can store and combine any type of data, both structured and unstructured, unlike relational databases that can store data in a structured way only.

 (ii) Evolving Data Model :

NoSQL databases allow you to dynamically update the schema to evolve with changing requirements while ensuring that it would cause no interruption or downtime to your application.

 (iii) Elastic Scalability:

NoSQL databases can scale to accommodate any type of data growth while maintaining low cost.

 (iv) High Performance:

NoSQL databases are built for great performance, measured in terms of both throughput (it is a measure of overall performance) and latency (it is the delay between request and actual response).

 (v) Open-source:

NoSQL databases don’t require expensive licensing fees and can run on inexpensive hardware, rendering their deployment cost-effective.

  Major disadvantages of NoSQL databases are:

(i) Lack of Standardization:

There is no standard that defines rules and roles of NoSQL databases. The design and query languages of NoSQL databases vary widely between different NoSQL products – much more widely than they do among traditional SQL databases.

 (ii) Backup of Database:

Backups are a drawback in NoSQL databases. Though some NoSQL databases like MongoDB provide some tools for backup, these tools are not mature enough to ensure proper complete data backup solution.

 (iii) Consistency:

NoSQL puts a scalability and performance first but when it comes to a consistency of the data NoSQL doesn’t take much consideration so it makes it little insecure as compared to the relational database e.g., in NoSQL databases if you enter same set of data again, it will take it without issuing any error whereas relational databases ensure that no duplicate rows get entry in databases.

For more information Click Here Contact us: 9989971070                                                          

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Cloud Deployment Models – Visualpath

In cloud computing, we have access to a shared pool of computer resources (servers, storage, programs, and so on) in the cloud. You simply need to request additional resources when you require them. Getting resources up and running quickly is a breeze thanks to the clouds. It is possible to release resources that are no longer necessary. This method allows you to just pay for what you use. Your cloud provider is in charge of all upkeep. It functions as a virtual computing environment with a deployment architecture that varies depending on the amount of data you want to store and who has access to the infrastructure. 

Deployment Models 

The cloud deployment model identifies the specific type of cloud environment based on ownership, scale, and access, as well as the cloud’s nature and purpose. The location of the servers you’re utilizing and who controls them are defined by a cloud deployment model. It specifies how your cloud infrastructure will look, what you can change, and whether you will be given services or will have to create everything yourself. Relationships between the infrastructure and your users are also defined by cloud deployment types. 

Different types of cloud computing deployment models are:

Public cloud 

Private cloud

Hybrid cloud

Community cloud

Multi-cloud 

Let us discuss them one by one:

1. Public Cloud 

The public cloud makes it possible for anybody to access systems and services. The public cloud may be less secure as it is open for everyone. The public cloud is one in which cloud infrastructure services are provided over the internet to the general people or major industry groups. The infrastructure in this cloud model is owned by the entity that delivers the cloud services, not by the consumer. It is a type of cloud hosting that allows customers and users to easily access systems and services. This form of cloud computing is an excellent example of cloud hosting, in which service providers supply services to a variety of customers. In this arrangement, storage backup and retrieval services are given for free, as a subscription, or on a per-use basis. Example: Google App Engine etc.

Advantages of the public cloud model:

Minimal Investment: Because it is a pay-per-use service, there is no substantial upfront fee, making it excellent for enterprises that require immediate access to resources.

No setup cost: The entire infrastructure is fully subsidized by the cloud service providers, thus there is no need to set up any hardware.

Infrastructure Management is not required: Using the public cloud does not necessitate infrastructure management.

No maintenance: The maintenance work is done by the service provider (Not users).

Dynamic Scalability: To fulfill your company’s needs, on-demand resources are accessible. 

2. Private Cloud 

The private cloud deployment model is the exact opposite of the public cloud deployment model. It’s a one-on-one environment for a single user (customer). There is no need to share your hardware with anyone else. The distinction between private and public cloud is in how you handle all of the hardware. It is also called the “internal cloud” & it refers to the ability to access systems and services within a given border or organization. The cloud platform is implemented in a cloud-based secure environment that is protected by powerful firewalls and under the supervision of an organization’s IT department.  The private cloud gives the greater flexibility of control over cloud resources.

Advantages of the private cloud model:

Better Control: You are the sole owner of the property. You gain complete command over service integration, IT operations, policies, and user behavior. 

Data Security and Privacy: It’s suitable for storing corporate information to which only authorized staff have access. By segmenting resources within the same infrastructure, improved access and security can be achieved.

Supports Legacy Systems: This approach is designed to work with legacy systems that are unable to access the public cloud. 

Customization: Unlike a public cloud deployment, a private cloud allows a company to tailor its solution to meet its specific needs.

3.  Hybrid cloud 

By bridging the public and private worlds with a layer of proprietary software, hybrid cloud computing gives the best of both worlds. With a hybrid solution, you may host the app in a safe environment while taking advantage of the public cloud’s cost savings. Organizations can move data and applications between different clouds using a combination of two or more cloud deployment methods, depending on their needs. 

Advantages of the hybrid cloud model:

Flexibility and control: Businesses with more flexibility can design personalized solutions that meet their particular needs.

Cost: Because public clouds provide for scalability, you’ll only be responsible for paying for the extra capacity if you require it.

Security: Because data is properly separated, the chances of data theft by attackers are considerably reduced. 

4. Community cloud

It allows systems and services to be accessible by a group of organizations. It is a distributed system that is created by integrating the services of different clouds to address the specific needs of a community, industry, or business. The infrastructure of the community could be shared between the organization which has shared concerns or tasks. It is generally managed by a third party or by the combination of one or more organizations in the community. 

Advantages of the community cloud model:

Cost Effective: It is cost-effective because the cloud is shared by multiple organizations or communities.

Security: Community cloud provides better security.

Shared resources: It allows you to share resources, infrastructure, etc. with multiple organizations.

Collaboration and data sharing: It is suitable for both collaboration and data sharing.

5. Multi-cloud 

We’re talking about employing multiple cloud providers at the same time under this paradigm, as the name implies. It’s similar to the hybrid cloud deployment approach, which combines public and private cloud resources. Instead of merging private and public clouds, multi-cloud uses many public clouds. Although public cloud providers provide numerous tools to improve the reliability of their services, mishaps still occur. It’s quite rare that two distinct clouds would have an incident at the same moment. As a result, multi-cloud deployment improves the high availability of your services even more. 

Advantages of a multi-cloud model:

You can mix and match the best features of each cloud provider’s services to suit the demands of your apps, workloads, and business by choosing different cloud providers. 

Reduced Latency: To reduce latency and improve user experience, you can choose cloud regions and zones that are close to your clients. 

High availability of service: It’s quite rare that two distinct clouds would have an incident at the same moment. So, the multi-cloud deployment improves the high availability of your services.  For more information Click Here Contact us: 9989971070