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. The tools.cfg file has a parameter called ClientConfigurationMode = Web by Default if this parameter is set to All i. September 21.. Monday.e ClientConfigurationMode = All. Siebel exposes its hidden objects in tools. 2009 Expose hidden objects in Siebel tools Here is an interesting tip..G o o g l e G m a i l H o t m a i l Send from any other e-mail address or e-mail program: Any e-mail Powered by AddToAny skip to main | skip to sidebar Only Siebel Everything you need to know about Siebel.

<!--[endif]-->Right click on any Object that can be scripted. <!--[endif]-->When creating an applet thorugh the Applet wizard. The options in the menu are more that what you would see otherwise. .For example: <!--[if !supportLists]-->1. The below page will appear if the value in the tools cfg file is set to All <!--[if !supportLists]-->2. When the user clicks on Edit Scripts. the Script editor shows a whole new range of eventmethods which were hidded.

[Update] Notice the two extra tabs that show up in the View -> Options one is the Applet designer where you can edit the size of your applet and the other one in a Runtime tab which shows the runtime parameters that are being passed.Have a nice day Posted by Royston and Ryan Goveia at 3:47 AM 1 comments Labels: Tips . There are still more objects and features that are exposed by setting this parameter to All and yet to be explored by me :) .

ucf files from tools folder and rename them and sync again. Posted by Royston and Ryan Goveia at 2:55 AM 0 comments Labels: Administration. Just search for *. This happens due to premature cancellation of sync with server.Unable to initialize the Upgrade Wizard Unable to initialize the Upgrade Wizard Many times when we extract new mobile user on server and user tries to sync with server then user receives a error saying that “Unable to initialize the Upgrade Wizard. <!--[if !supportLists]-->· <!--[endif]-->Products imported through EIM are not directly associated to the S_VOD and S_VOD_VER tables since there is no EIM Counterpart defined. Still If you are not able to sync then check the log files starting with “syncthrd*” within Log folder (within tools folder) to identify exact cause.Hope you would be able to sync now.. Tips Importing Products using EIM Importing Products using EIM: <!--[if !supportLists]-->· <!--[endif]-->When the Products are imported using EIM they are imported into the S_PROD_INT table.1 The below query is a modified spool generated after querying on the “Products” applet on ‘Internal Products List view’. Please check the upgrade wizard log file for errors”. Some theory (Oracle Support Web) Doc ID 485530. <!--[if !supportLists]-->· <!--[endif]-->These Products will be visible only on the “Administration – Products” screen and not in the “Products” screen. SELECT . <!--[if !supportLists]-->· <!--[endif]-->In order to make these products visible in the “Products” screen these Products records must have an association on the S_VOD and S_VOD_VER Table. To get rid of this we need to remove two files from tools installation folder in C drive.

.T1.VOD_ID as 'S_VOD_VER VOD_ID' .S_PROD_INT T1 LEFT OUTER JOIN dbo.ROW_ID = T13.S_VOD T4 ON T3.CFG_MODEL_ID = T2.T2.S_VOD T2 ON T1.T3.OBJECT_NUM LEFT OUTER JOIN dbo.S_ISS_OBJ_DEF T3 ON T2.PAR_VOD_ID = T4.RELEASED_FLG FROM dbo.T1.VOD_ID AND T3.T13.NAME as Product .LAST_VERS is not null LEFT OUTER JOIN dbo.CFG_MODEL_ID .VOD_TYPE_CD = 'ISS_CLASS_DEF' LEFT OUTER JOIN dbo.OBJECT_NUM .T3.ROW_ID as 'S_VOD ROW_ID' .PAR_VOD_ID as 'S_ISS_OBJ_DEF PAR_VOD_ID' .OBJECT_NUM AND T4.S_VOD_VER T13 ON T2.VOD_ID AND T13. this Product was created from the UI “Administration – Products” screen.VOD_ID as 'S_ISS_OBJ_DEF VOD_ID' .T2.RELEASED_FLG = 'Y' Result <!--[if !supportLists]-->· <!--[endif]-->As you ca see in the above picture the Product ‘RG Product’ has RELEASED_FLG as NULL.ROW_ID = T3.T13.

(Usually Products information is added only by company administrators) <!--[if !supportLists]-->· <!--[endif]-->Currently I am logged in as ‘SADMIN’ . T1.(as below) <!--[if !supportLists]-->· <!--[endif]-->Once the Lock has been released an association is created on the S_VOD_VER table and the RELEASE_FLG is updated to ‘Y’. this can be done by clicking the “Release” button on the “Administration – Products” screen. Queries to check associations on the Siebel Data base: <!--[if !supportLists]-->1) Query to get all Products that are associated/ not associated to the S_VOD table. <!--[if !supportLists]-->· <!--[endif]-->When logged in with ‘GRYAN’ only then will the Release button be enabled.NAME .OBJECT_NUM Result .You can see that the Release button is not active.CFG_MODEL_ID = T2. <!--[endif]--> select T1. T2.CFG_MODEL_ID.<!--[if !supportLists]-->· <!--[endif]-->Any Product created from the screen has to be released by that owner of the product.OBJECT_NUM from S_PROD_INT T1 LEFT OUTER JOIN dbo.S_VOD T2 ON T1.

OBJECT_NUM where OBJECT_NUM is not null After Importing Products using EIM: <!--[if !supportLists]-->· <!--[endif]-->After Products are successfully imported using EIM the next step is to execute the Business Service “ISS Authoring Import Export Service”. select T1. <!--[if !supportLists]-->· <!--[endif]-->You can execute the Business service using the Administration – Business Serviceà Simulator in the Site Map. T1. . T2. <!--[if !supportLists]-->· <!--[endif]-->Click the Run button.CFG_MODEL_ID.NAME . <!--[if !supportLists]-->· <!--[endif]-->Enter the following Input Arguments.S_VOD T2 ON T1.CFG_MODEL_ID = T2. “Post_EIM_Upgrade” Method.OBJECT_NUM from S_PROD_INT T1 LEFT OUTER JOIN dbo.For records that are not associated to the S_VOD table will have CFG_MODEL_ID and OBJECT_NUM as NULL <!--[if !supportLists]-->1) <!--[endif]-->Query to get only those Products that are associated to the S_VOD table.

0 and previous versions generated a mapping sheet with all the base tables. The current Siebel 8. and the code does the rest. <!--[if !supportLists]-->· <!--[endif]-->You can now see that all the Imported Products will be available on the “ProductsàInternal Products” screen. which in Siebel 8.. ------------------------------------------------------------------------------------------------ .1 Tools does not have the Reports Tab. To generate this in the 8. September 9. base columns mapping. 2009 Generate EIM mapping using SQL Script Hi Folks.<!--[if !supportLists]-->· <!--[endif]-->All the Products that had a broken association or no association with the S_VOD or S_VOD_VER table will not be associated. length etc. you can also add other attributes as per your requirments.1 application just enter the below code with the EIM table name whose mapping you want to generate.Have a nice day Posted by Royston and Ryan Goveia at 12:56 AM 0 comments Labels: EIM Wednesday. like data type of the Columns.. <!--[if !supportLists]-->· <!--[endif]-->You can execute the above SQL’s to check the association made on the S_VOD and S_VOD_VER tables ...



'N') = 'N' GROUP BY T4.INACTIVE_FLG -----------------------------------------------------------------------------------------------Cheers. "DB Extract" and "Get Process". After we adapt to the environment and before we start to make any changes.AND ISNULL(T6.REQUIRED . Also note that this process is done on Development Environment. T8. Each one configures his portion of the project and then checks-in onto the server. T8. 'N') = 'N' AND ISNULL(T7. There are multiple people working on one project or on one Siebel server instance. Configuration can be anything small like adding a pick list or big like adding a new screen with complex functionality in it. -Ryo Posted by Royston and Ryan Goveia at 4:08 AM 1 comments Labels: EIM Sunday. So when a person joins a project and before s/he starts to work. After Check-Out we do the actual configuration. 'N') = 'N' AND ISNULL(T8. T3.NAME . More information on actual development is explained under . T8. This process is explained under "Generate Database". T2. September 6. These are normally a onetime process but could be done multiple times if desired.NAME . it is very important to sync up with the existing server environment.INACTIVE_FLG.INACTIVE_FLG.INACTIVE_FLG.NAME .NAME . we "Check Out" projects to avoid multiple developers working on the same project. we have to adapt to the environment. 2009 How to extract your Local DB in Siebel Get Started Even though we have a local Siebel environment in our own machines.

For this we compile the server object definitions and deploy the SRF. To get all this information from the server. After the changes have been tested and the result is positive we check-in this onto Siebel server. This process is repeated until the desired result is achieved. After the installation modify the tools.cfg & Siebel. Login Setup Developers work on Siebel Tools to configure Siebel and they are connected to Local Database. Local database contains all the object definitions plus the subset of actual data from the server. Before we connect to the server and be able to extract the database. After necessary changes are made. This will now have object definitions both locally and in Siebel server. If need go back and make changes compile again to test.Configuration section. These steps are as per the Siebel Version 7. we essentially follow a process of extracting all the object definitions from the server and storing into our local database. So now your changes have to be made available for the end users.cfg [Note:] Change the Enterprise name in [Local] and [ServerDataSrc] to the Name of the Enterprise Server As in the below cfg’s the Enterprise Server Name is ‘ENTSIA8_srv4’ . we compile the object definitions into the SRF file and test. All the above process is explained in detail in the following tutorials. following steps have to be done.7.

(Logins can be created by the Admin Account only) since he has the Create Users Privilege. Request a database account either to the DBA or Siebel Administrator. For example: GROYSTON.Create a Database User Account: This is the first step to the whole process. siebeldb8 go use siebeldb8 . GROYSTON. This will be the login account. Code: use siebeldb8 go sp_dropuser GROYSTON go use master go sp_addlogin GROYSTON.

· Go to Site Map -> Administration-Siebel Remote -> Mobile Clients · In the parent server form. SSE_ROLE go This login account should be created and should be added to the group SSE_ROLE. This will provide information for extracting local database for that user. GROYSTON. · Login as either SADMIN or any other account having access to employee screens. you must register developers as mobile client. choose the appropriate ones. But might change depending on the setup. · In the Mobile Clients list. This is very important otherwise the database extract would fail. Normally there is only one unless there are multiple implementations of Siebel on the same server. · Password will be the same as that mentioned while creating the Database User Account above. · Go to Site-Map -> Administration-User-> Employees · Create a new Record with First Name. · Login to Siebel Server using the login SADMIN/SADMIN or as any other account having access to add Siebel Users. This would normally be Siebel Administrator. . Setup Developers as Mobile Clients: After setting up developers as employees. · Assign a Position and Responsibility to this User.go sp_adduser GROYSTON. This is a server database account and should be able to login to the database directly using DB tools like TOAD or SQL-Plus. click New and fill up the following details. Follow the steps below. Setup Developers as Siebel Employees: Setup each developer to be a Siebel Employee as described in the steps below. Normally Siebel Administrators have this. Last Name and desired login Id.

Following is the process of Generating a New Database Template: · From application level menu. This template is created by running the GenNewDb Server component. enter server name where the job should run. Siebel Remote uses this template to extract the database which is done in the next step. go to SiteMap -> Administration-Server Management-> Jobs · On the top applet. Generate Database Generate New Database Template commonly known as GenNewDb or GenDb. enter Job Parameters by clicking New . Make sure Siebel Remote is selected during Server Installation).Extract Only. click New to create a new job and enter the following parameters o Under Component/Job Field pick Generate New Database o Under Requested Server. Siebel Admins would know this or find out by navigating to Sitemap -> Administration-Server Configuration -> Servers · In the bottom applet. (FYI. Example: GROYSTON (Login Account Name) o Routing Model as Mobile Client .o Mobile Client Name Example: GROYSTON (Login Account Name) o User Id. is process of capturing the physical representation of Siebel Tables and Indexes from the Siebel Server Database.

This is not covered here as it is not required. This process is done every time a new database extract is requested. If needed refer BookShelf. If so you have successfully created the Database Template. enter server name where the job should run. · Now on the top applet click Start to submit the Job. Siebel Admins would know this or find out by navigating to Sitemap -> Administration-Server Configuration -> Servers · In the bottom applet. o Under value field it would default to sse_utf8. Extract Database This process extracts data from the server database for the requested mobile user and stores temporarily into a compressed file onto the server. open pick applet and choose “SQL Anywhere Database” and click ok. Next we will extract the database which has actual data. enter Job Parameters by clicking New . click New to create a new job and enter the following parameters o Under Component/Job Field pick Database Extract o Under Requested Server. · Go to SiteMap -> Administration-Server Management-> Jobs · On the top applet.o Under Name field. This file contains the data and it is downloaded into the local machine as explained in the next step. After few minutes refresh and check the status of the Job should change to Success.dbf o There are other optional parameters that could be used. Make sure the user has been assigned a position and responsibility as explained under previous steps and follow the below steps to extract data.

o Under Name field. you should now observe that a directory structure gets created normally under $siebsrvr_root\DOCKING\ GROYSTON.dbf file. After successfully running this step. Remember that this is normally a login name. As you can see the Folder GROYSTON has been created with the . For this make sure you have installed Siebel Tools as explained under Installing Siebel. o Now on the top applet click Start to submit the Job. This process is called initializing. outbox and dobjinst. . open pick applet and choose Client Name and click ok. Under this you will see folders inbox. This will take a few minutes and the job status changes to Success. o Under value field enter the name of the Client Name Example: GROYSTON.dbf file Initializing Client Now you have to download the database file into your local computer. The outbox folder contains several other files which is needed for the next step.

· Launch Siebel Tools. The following message will appear "The local Siebel database was not found.cfg file. Would you like to connect to the Siebel Remote server to initialize the local database?" This message appears because Siebel Tools could not find the database file see_data.dbf under "C:\Program Files\Siebel\7. Connect to Local. · When the login using the machine name as entered previous steps. The parameter to check is ConnectString under the section [Local].Follow the steps as mentioned below. .dbf this message might not show. Example: GROYSTON. Note that if there is already sse_data.7\Tools\LOCAL" This directory location may change depending upon the settings in your tools.

After this process is complete your Siebel Tools will Open.· Click Yes. If the initialization was successful you will see the database file see_data.7\Tools\ . Siebel Tools will start downloading and would take a while.dbf under "C:\Program Files\Siebel\7.

0\web client\BIN\siebel.LOCAL" Do the necessary Configurations inorder to connect the Local Datasource Debug tab OptionsView Executable: D:\Program Files\Siebel\8.0\web client\BIN Troubleshooting: · For any reason if Siebel Tools is not able to connect to the server.cfg Browser: C:\Program Files\Internet Explorer\iexplore.0\web client\BIN\ENU\siebel.cfg file for the server it is . check your tools.exe Working Directory: D:\Program Files\Siebel\8.exe CFG File: D:\Program Files\Siebel\8.

delete the sse_data. This step is called the Get Process which is explained next.trying to connect under the section [Local]. Parameter to check is the DockConnString and Enterprise Server. · Click on the radio button for All Projects · Click Get . But this is won’t be in sync with the object definitions or any changes that have been made previously in the server. the object definition and configuration information that you would see in there is the out of the box configuration which Siebel supplies. Follow these steps for Get Process: · Login into Siebel with connecting it to Local · Go to Tools -> Check Out · Choose the Repository. · If the initialization gets stuck or ends abruptly. So we do a Get Process to sync up with the existing configuration or projects. Get Process After all the initialization and login into Tools. Normally this will be Siebel Repository. Now you are almost done in starting your development step but there is one other important step you need to do before starting your work.dbf file and redo the steps above.


Fix this and this should solve the problem. your repository will be in sync with the one on the server. Siebel Check Out Process All Siebel configurations should be done on your Local Environment. Next we will look at the topic of making changes. So we need to do a full compile. We will see the CheckOut process in detail in the next step. but the Get process only syncs the object definition between your local machine and the server. Check the other topic on how to compile.All the server definitions will start to copy into your Local Repository. It is a very bad practice to make changes directly on the server because you can’t roll back. This would happen only when the server data source parameter is not set correct in Tools. ODBC Data source is defined under Windows Control Panel -> Administrative Tools -> Data Sources (ODBC). in Tools go to View-> Options ->Check In/ Out tab. This will ensure that when you making changes later on and testing it. Check out process syncs the object definitions and lock the project on the server. So making changes directly onto the . Change the server data source name to the ODBC Data Source which connects to the server. Note that Get process is very similar to Check-Out except that the Get Process won’t lock the project on the server. Troubleshooting: It is very common for people to complain that they are not able to a Get or CheckOut. Now that your repository in the local machine is current. you will test with all updated information. the complied version of this that is SRF file needs to have this info. To set this right. Once completed.

· Click Check Out. you might want to undo all the changes you have done to the project. To undo. · Tools will start to checkout and will take a little time to copy information from the server to your local client. choose Tools -> Check Out. . So we checkout projects to get all the current configuration definition into your local machine and you could further configure as needed. To checkout a project: · In Siebel Tools. After we are done check out. To undo checkout: After checking out and making modifications on your client machine. If the project has already been locked then it would show the name of the person who has checked out or locked and the date. The only way you can do this is by undoing check out.server may lead to loose current configuration. · In Siebel Tools go to Tools -> Check In · Select the project you want to undo · Click Undo check out. It also helps in locking the projects onto the server so that no other person can make changes while your changes are progress. · On object explorer select Project · Query for the project to which you want to undo project changes. · You might click on options to make sure that your tools are pointing to the right local and server database. your local object definitions is out of sync with the server. · Select single project or multiple projects for which you want to make changes. · Remove the lock on the project by clicking on the locked property. A checkout box will appear. these changes need to be compiled and tested which is covered next. These changes are nothing but configuration which is covered under Siebel Configuration section. Note that after you undo check out. Changes could be any where from creating a pick-list to creating a whole screen. This way we know which developer is working on what project. we can start making changes as per requirement. Assuming that the changes have been made. This will remove the lock on the server without any modifications. So if you want to be in synch again with the server either do a Get on the project or Check out that project again.

Below is the snapshot of Siebel Tools. To test the changes we should compile and check in our local machine. in Siebel Tools go to Tools => Compile. Here you will have the option of selecting individual projects or you could do a full compile by selecting all projects.srf" To compile. So to test.Compile Siebel After changes are made in Siebel Tools. it is important to test locally before moving those to the server. all the object definitions defined in Siebel Tools have to be compiled into one SRF. compile into the SRF that the Siebel application is referring to and this normally would be "[install directory]\Siebel\7. As already mentioned in the Siebel SRF section.7\web client\OBJECTS\ENU\siebel. .

When testing locally point the compilation to the SRF the local client application is referring to. So testing the software also popularly known as QA (Quality Assurance) is very crucial. Below are some very basic and common testing practices. There are different methodologies and different stages at which testing is done.There is also an option to choose the SRF you want to compile to by browsing for the SRF. Testing Siebel Any software development has to be checked for its correctness and accuracy before it finally available for use to the end user. Unit Testing: .

Only after this stage is complete we check in onto the server which is the next stage of development. Testing on Staging Server: Staging server is a temporary stage to test new or revised work before it is made live in production. Then the developer makes again necessary changes and follows the whole process again. If the results are not what is expected. If the results don’t match the requirement. all the changes are checked in onto the development server and the server is compiled. the developer makes again necessary changes. the developer goes back again to the local environment and makes necessary changes and repeats the process of testing. . this is moved onto the production server where the end users see it. The results of this are compared to the requirements and are approved in development environment. They also look for any conflicts or potential problems called defects. For example a new View is to be created with certain applets associated to certain Business Components. After compiling the server. Once the changes or any other work is approved in staging server. There are certain individuals assigned to do testing on this server.This testing is the first stage where the developer who changed or configured the application test himself for correctness locally before it is available to the actual designated testing individual. So the developer finishes the job of creating a view and other required stuff and then compiles locally and checks if the view developed is actually the one desired. This server is very similar to the production server. These individuals called as testers or QA personnel’s check closely any new or revised work and match up with the requirements. we test the changes on the server through Thin Client. Testing on Dev Server: After Unit Testing. So any thing seen here will be reflected later onto production server later after approved over here. These defects are logged using soft wares like “Mercury Test Director” and are assigned to developers and will have test cases and description to replicate the defect. compiles and then test again.

Testing on Production Server: This server is where the actual end users connect to. Please note that the above description is only a basic level of testing just for our understanding. All the changes are in your local machine database and still not in the server. it is quite possible that there could be some defects on the production server. The QA personnel do some final testing on the production server and if everything seems to look fine. compiling and testing to make sure the changes meets the desired output. which is explained here. This process differs from company to company. To have this available on the server database we check-in using Siebel Tools. we would like to make the changes be available to all the other users as well. Follow these steps to check-in: · Launch Siebel Tools connecting it to the Local · go to Tools -> Check In · A check in box will appear as shown in the screenshot below. . In spite of thorough testing on the staging server. This server will have all the production data. but most often testing process is very rigorous and complicated. So the first step is to checkin your changes. Check In Process After making changes. then it is approved in production and will be called as successfully deployed.

· This box will show all the projects that is been checked out or locked locally · You could either choose one. In this Compare Object box. · It is highly recommended to select the project and click the Diff button. This process could take a little while. This step is called Project Diff. . This will show only the differences. uncheck the Show All objects. the difference is the value of Drill-Down object. Under Diff it would list all the changes that you have made locally and not yet available on the server. the objects defined locally are compared with the server. If you notice in the screenshot below. multiple or all projects to check-in · If you observe there are multiple button on the box that you could select. If you observe in the screen shot.

. After a little time changes would be updated onto the server and the lock will be removed from both the local machine and on the server.· Once you confirm that the changes you have made is what you intended and have not done anything nondesired. Now that the changes are now available on the server. that project is now available for other developers to check-out and start making their changes or compile can compile the server. you are ready to Check-In · So choose the projects to check-in and click on Check-In.

After the above steps all the changes should be now available on the server. . browse for the srf file you copied in the previous step and hit compile · Back up the srf file on the server (Just for possible rollback) · Replace the srf file on the server with the new srf file that was just compiled · Start Siebel services. Choose the projects you would like to compile. There are two places where we can do this. · Under Siebel repository file. Check the config file if you have any problems connecting to the server. The server connectivity information is stored in the config file.Compiling Server After checking-in all the changes on the server we have to compile the changes into the SRF. We could do this on the server itself or we could do it locally by connecting to the server. under menu choose Tools -> Compile. We will discuss here on how to compile in our local machine by connecting to the server. Logon to the thin client and test. · After logging in. Follow the step below for compiling: · Stop Siebel Services · Copy the srf file from the server on to the local machine · Login into Siebel tools by connecting to the Server as shown in the screen shot below.

Free Online Siebel Exam Happy 2010 ▼ 2009 (14) ► November (4) How to customize your Siebel application toolbar . How To October 2009 Home Subscribe to: Posts (Atom) Top of Form Search Her Bottom of Form Archives ► 2010 (3) ► January (3) Get and Set value of Profile Attributes Profile At...-Editor: Royston Goveia Posted by Royston and Ryan Goveia at 10:59 PM 1 comments Labels: Administration.

...How to add a Screen Tab image to your siebel appli.. Integrating Siebel 8 With Oracle SOA Suite How to Launch an external executable from Siebel ► October (5) Siebel VB to eScript Converter How to kill Siebel process What Is the Calculation Logic Behind the Conversio. What Is Row Id? Pre-Default and Post Default properties ▼ September (5) Expose hidden objects in Siebel tools Unable to initialize the Upgrade Wizard Importing Products using EIM Generate EIM mapping using SQL Script How to extract your Local DB in Siebel Categories Administration (2) Automation (1) Branding (2) Configuration (4) Debugging (1) EIM (2) FAQ's (3) General (1) How To (5) .

. Some projects standardize on 1 method.Its interesting to look through a repository and see what different methods people use to test for an empty string.Integration (1) Scripting (2) Tips (4) Uncategorized (1) Web Services (1) Live Traffic Map Recent Visitors Feedjit Live Blog Stats The Dilbert Widget Jobs from Get the World Cup 2010 Countdown widget and many other great free widgets at Widgetbox! Not seeing a widget? (More info) Siebel CRM Blogs Impossible Siebel 2. . .0 Checking for an empty string .

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During this time.Followers Profile Royston and Ryan Goveia CRM On Demand Certified We are working with Innoveer Solutions Inc. View my complete profile Other Links Siebel Bookshelf Download My Oracle Support Oracle Siebel Forum CRM Insights w3schools Check Browser Script Syntax (JSLint) View shoutbox Note: Please use this Chat to discuss anything related to Siebel or CRM in general 2009. We have been involved with Siebel CRM suite as well as Siebel On Demand. Blogger Templates Designer: Mind Break Back to Top . since 2008. Disclaimer: The opinions in this blog are my own and do not necessarily reflect the position of my employer.