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Search-Enable Your Application with Lucene
Search-Enable Your Application with Lucene

The e-commerce Web site that I work on has seen several incarnations of its search feature. We started with plain vanilla SQL using "like" clauses, but this didn't perform well and left a lot to be desired in language features such as stemming (e.g., "paint" = "painter" = "painting") and synonym matching (e.g., "cat" = "feline"). Next we tried an off-the-shelf solution. This addressed our efficiency and language demands, but it was ridden with strange quirks and we were limited in how much we could customize its behavior.

Then we discovered Lucene. Lucene is an open-source search framework from Apache's Jakarta project. As a framework, Lucene provides you with the building blocks you need to build a search engine that meets your specific searching requirements. Lucene is flexible, fully customizable, and amazingly fast.

In this article I show you how to use Lucene to build a search solution for your application. Although my examples will be geared toward an e-commerce application, Lucene is flexible enough to be used on any application whether it's Web, desktop, or CD-ROM based.

I used version 1.2 of Lucene to develop the examples in this article. It can be downloaded from http://jakarta.apache.org/lucene. Lucene is self-contained, so you'll need only a JVM (v1.1.8 or higher) to use it. Place lucene-1.2.jar into your classpath and you're ready to start.

Indexing Documents
To build a Lucene index, first you'll need an instance of IndexWriter. The following lines of code create an IndexWriter for an index located at c:\myindex.

Analyzer analyzer = new StopAnalyzer();
writer = new IndexWriter("c:/myindex", analyzer, true);

The first argument to the constructor is the path where the index will be written. If the path doesn't already exist, Lucene will create it for you. The second argument is the Analyzer you want IndexWriter to use when tokenizing text. Here I used StopAnalyzer to remove stop words ("and," "or," "the," etc.) from the token stream. The last argument tells IndexWriter whether to create a new index or to add documents to an existing one. Passing true to the constructor will create the index from scratch; passing false will append to an existing index.

Now that you have an IndexWriter, you're ready to start adding documents to the index. The following code creates a simple document that represents a Web page and uses IndexWriter to add it to the index.

String url = "http://jakarta.apache.org/lucene";
String content = indexer.retrieveWebPageContent(url);
String keywords = indexer.extractKeywords(content);

Document doc = new Document();
doc.add(Field.UnIndexed("url", url));
doc.add(Field.UnStored("keywords", keywords));
doc.add(Field.Text("content", content));
writer.addDocument(doc);

In this example, the document contains the URL metadata for Lucene's homepage, a keywords field that contains search terms to match against in a search, and a "content" field that contains the full content of the Web page.

Once all documents have been added, all that remains is to close the index.

writer.close();

Although this example adds only a single (hard-coded) document to an index, it serves well as a "Hello World" example of how to create indexes using Lucene. The complete source code for this example is in Listing 1. (Listings 1-10 can be downloaded from www.sys-con.com/java/sourcec.cfm.)

For a more interesting example, suppose you're indexing a product catalog to be searched on an e-commerce Web site. A product is made up of a SKU, a name, a price, and some keywords to be searched on (see Listing 2). ProductIndexer (see Listing 3) is a convenience class used to add products to a Lucene index.

The constructor for ProductIndexer takes a string that's the path where the Lucene index will be built and a Boolean parameter that specifies whether a new index will be created or an existing index appended. ProductIndexer uses StopAnalyzer for tokenizing text.

The addProduct() method creates an instance of Document and translates the attributes of the Product into document fields. As in the simple example earlier, the "keywords" field is created as unstored so it can be searched upon but is unavailable for retrieval. The other fields are created as unindexed because these fields will be retrieved only after a successful search, not searched upon themselves.

The close() method closes the IndexWriter, making it available for searching. Before closing, however, a call is made to the IndexWriter's optimize() method to have Lucene optimize the index. Although it's entirely optional, it's generally a good idea to call optimize() if the indexing is finished for the time being and no further documents will be added to the index for a while.

ProductDBIndexer (see Listing 4) reads products from a "catalog" table in a relational database (see Table 1 for the products that I used) and uses ProductIndexer to add the products to Lucene's index. ProductDBIndexer takes two command-line arguments: the path in which to build the index and an optional "create" flag to indicate that the index should be built from scratch.

Lucene Index Structure
Lucene indexes are file based. If you look in the directory where you created the index, you'll find several files that define the Lucene index. Depending on how large your index is, you'll see several groups of files where each file in a group has the same name but a different extension. Each of these groups is known as a "segment." Although this article won't delve into the details of how Lucene segments work, it may be interesting to note that IndexWriter's optimize() method optimizes Lucene's index by consolidating all segments into a single segment for more efficient searching.

While IndexWriter is writing indexes, a file called "write.lock" is created. This file prevents other instances of IndexWriter from writing to the index concurrently. Calling IndexWriter's close() method removes this file and makes the index available for writing by another IndexWriter.

Lucene keeps track of each segment in the index using a file called "segments". During indexing, it occasionally becomes necessary for Lucene to update the segments file to keep it synchronized with the segments in the index. While this synchronization is going on, Lucene creates a "commit.lock" file to prevent concurrent updates of the segments file. Once the segments file is in sync, the commit.lock file is removed.

What would happen if you were to write to an index while it's being searched on? You may write to the index (either by adding new documents or re-creating the index from scratch) while it's being searched, but doing so may have undesirable effects on the search results. The worst side effect that I've seen is a document appearing out of order in the Hits collection. Depending on how important the ordering is to you, it may be best to create your indexes off-line (i.e., in another directory) and then rename the directory to become the current index.

Searching
Now that you've built an index, it's time to perform search queries against it. ProductSearcher (see Listing 5) shows how to do this.

To search a Lucene index you need an instance of org.apache.lucene.search.Searcher. Two subclasses of Searcher come with Lucene. IndexSearcher is for searching a single Lucene index while MultiSearcher is used to search multiple indexes at once. Only the product catalog index will be searched, so IndexSearcher is the best choice for this example. It's constructed given the path to the index.

Searcher searcher = new IndexSearcher(indexPath);

Next you must construct a Query object. The best way to do this is to use the parse() method of org.apache.lucene.queryParser.QueryParser. Create an instance of QueryParser, passing the name of the default field (the field that's searched upon by default) and an analyzer to the constructor. Then call parse() on the QueryParser instance passing the query string. An instance of org.apache .lucene.search.Query will be returned.

QueryParser queryParser = new QueryParser("keywords", new StopAnalyzer());
Query query = queryParser.parse("cat food");

Note: QueryParser is not thread-safe. A new instance of QueryParser should be created for each thread.

For this example the choice of query string is hard coded as "cat food". This query will result in all documents containing either "cat" or "food", but not necessarily both. It's possible to require that a document's keyword field contain "cat" and "food" when searching. Simply place a plus (+) sign in front of each word so that the search string will be "+cat +food" to require resulting documents to contain both "cat" and "food" in their keyword field. More advanced search options will be discussed later.

Next make a call to the Searcher's search() method, passing in the Query object.

Hits hits = searcher.search(query);

The search() method returns an instance of org.apache.lucene.search.Hits. The Hits class represents a collection of documents matching the search criteria, along with each document's relevancy score. These scores range from 0.0 to 1.0 where 1.0 is considered highly relevant and 0.0 is considered completely irrelevant (and not included in the Hits collection).

Finally, cycle through each Document returned in the Hits object displaying the SKU and name of the product along with its relevancy score.

for (int i = 0; i < hits.length(); i++) {
Document document = hits.doc(i);
float score = hits.score(i);
System.out.println(document.get("sku") + " :: " +
document.get("name") + " :: " + score);
}

Advanced Queries
Up until now, the queries have been relatively simple ones such as "cat food" and "+cat +food". QueryParser has a powerful selection of query operators to facilitate more complex searches. Table 2 lists all of QueryParser's operators.

Wildcard queries are fairly straightforward. The "*" operator can be replaced by zero or more characters to match a word. The "?" operator is replaced by exactly one character when matching. For example, "ca*" will match "cat", "car", "cap", or "candle", while "ca?" will match "cat", "car", and "cap", but not "candle". This is consistent with the behavior of "*" and "?" on a DOS or Unix command line.

The tilde (~) character, when used alone, performs a fuzzy search, matching words that are spelled similarly. For example, "cat~" will match "cat", but it will also match "car" and "rat" because these words are similarly spelled.

Surrounding two or more words with quotes (" ") produces a phrase. When two or more words are part of a phrase, those words must appear together in order to be considered a match. For example, ""dog food"" will match documents where "dog" is immediately followed by "food".

If a tilde and a number follow a phrase, then a proximity search is performed. For example, ""dog food"~10" will produce results where "dog" and "food" are found within 10 words of each other, but not necessarily adjacent to each other.

The carat (^) is a term booster. What this means is that any word followed by a carat is considered to have higher relevance than words not followed by a carat. For example, "dog^ kennel" will match where the document contains "dog" or "kennel", but will give a higher relevance to documents containing "dog".

The Boolean operators, AND, OR, and NOT behave as you would expect them to. For example, "(cat AND food) OR bird" returns all documents containing "cat" and "food" along with all documents that contain "bird". "cat NOT food" returns all documents containing "cat", but not containing "food". As you have seen before in the simple "cat food" example, OR is the default conjunction operator.

As shown in the previous example, parentheses can be used to group terms into subqueries.

As discussed, the plus sign (+) requires that a word or phrase exist in a field. Conversely, the minus sign (-) prohibits a word from appearing in the results and is roughly equivalent to NOT. For example, "dog -food" returns all documents containing "dog" but not containing "food".

Finally, there are times when you may want to search multiple fields. When constructing a QueryParser, you must specify a default field to be searched upon. Unless you specify otherwise, any words in your query will be looked for in the default field. In the examples, "keywords" is the default field. You can search on nondefault fields (assuming that they're indexed) by using a colon (:). For example, had the name field been tokenized and indexed, the query string "+cat +name:nummies" would return all documents in which the keywords field contains "cat" and the name field contains "nummies".

Customizing Lucene
While Lucene comes with an impressive set of functionality, you may still find that you want it to do something more or different than is available out of the box. As a search framework, Lucene provides several hooks for you to extend and/or modify its behavior.

In the previous examples, the analyzer chosen was StopAnalyzer. Underneath the covers, Stop-Analyzer uses LetterTokenizer to tokenize text into individual words. LetterTokenizer treats any nonalphabetic character as a delimiter. This is fine in most cases, but what if you want to tokenize text that contains numeric characters ("0" - "9") as well as alphabetic characters? This would be desirable if the keyword text contains part numbers or model numbers. LetterTokenizer wouldn't help in this case.

Listing 6 defines AlphanumericTokenizer, a tokenizer that works like LetterTokenizer except for one small difference: it treats numeric characters as token characters along with alphabetic characters. It does this by subclassing LetterTokenizer and overriding the isTokenChar() method to return the results of LetterTokenizer's isTokenChar() implementation OR'd with a call to Character.isDigit().

AlphanumStopAnalyzer (see Listing 7) is an analyzer that uses AlphanumericTokenizer. The stop-word behavior of StopAnalyzer is still desired, so AlphanumericTokenizer is wrapped with a StopFilter. To normalize the text to lowercase, StopFilter is then wrapped with LowercaseFilter. AlphanumStopAnalyzer is functionally equivalent to StopAnalyzer, except, since it uses AlphanumericTokenizer, it does not treat numeric characters as delimiters. To try out AlphanumStopAnalyzer, use it in place of StopAnalyzer in both ProductIndexer and ProductSearcher. Be sure to reindex with ProductIndexer before searching the index with the new analyzer.

Suppose that synonym-matching capability is required so that "cat" will match "kitten", "kitty", or "feline". AliasFilter (see Listing 8) is a subclass of TokenFilter that does this. AliasFilter retrieves its synonym list from entries in AliasFilter.properties. For example:

cat=feline kitten kitty
dog=canine puppy mutt
food=feed chow
parrot=bird

With each invocation of next(), AliasFilter first checks to see if there are any synonyms in the alias stack. If there are, it pops the next alias off the stack and returns it. Otherwise, AliasFilter retrieves the next token from the input TokenStream, adds any aliases that may exist to the alias stack, and then returns the next token.

AliasAnalyzer (see Listing 9) constructs a TokenStream that does everything the TokenStream from Alphanum-StopAnalyzer does, but it also uses AliasFilter to add synonyms to the TokenStream. To try AliasAnalyzer, use it as your analyzer instead of StopAnalyzer in both ProductIndexer and ProductSearch. Again, be sure to reindex before searching.

When trying AliasFilter you may discover some strange, albeit desirable, behavior. Search for "feline". Even though there are no aliases for feline, all cat-related products appear in the search results. Why? When you use AliasAnalyzer to search for "feline", the token stream does not expand beyond "feline". So why do "cat" products appear? The reason is, you also used AliasAnalyzer to index the products. When you indexed a product containing "cat", AliasAnalyzer expanded the token stream to include "kitten", "kitty", and "feline" in the index. When searching for "feline" it will be found in products whose token stream was expanded to include "feline". In effect, you get an automatic two-way aliasing between "cat" and "feline", even though it appears to be only one way in AliasFilter.properties.

Another common problem in searching is paging the results. A search query could return anywhere from zero results to a seemingly infinite number of result documents. Good usability practices suggest that you page the results, showing the user only a handful at a time. This can be accomplished in Lucene using result filters.

To create a result filter, you must subclass org.apache.lucene.search.Filter. The only required method is the bits() method. It will return a java.util.BitSet where each bit represents a document in the result set. If the bit is true, the document will be returned in Hits, otherwise it won't be returned.

PageFilter (see Listing 10) is an example of a Filter that's used to paginate search results. Given a page number and a page size, PageFilter will pare down Lucene's result set to a specific page's subset of documents. It does this by creating a BitSet big enough to hold the maximum number of result bits and then looping through the bits that need to be turned on. To use PageFilter, change ProductSearcher's call to search() to look like this:

Hits hits = searcher.search(query,new PageFilter(1,20));

This new call to search() will result in showing only the second set of 20 results.

Conclusion
Building a full-featured search engine can be a daunting task. But, thanks to Lucene, much of the complicated details are abstracted behind an easy-to-use API. We've seen how easy it can be to create an index for searching practically any type of information. We've also seen how Lucene is flexible and can be extended to satisfy custom indexing and searching requirements.

Resources

  • Jakarta Lucene: http://jakarta.apache.org/lucene
  • NLucene, the .NET implementation of Lucene at SourceForge: http://sourceforge.net/projects/nlucene
  • JGuru FAQ on Lucene: www.jguru.com/faq/Lucene
  • About Lucene's creator, Doug Cutting: http://lucene.sourceforge.net/background.html

    SIDEBAR
    Index Components
    A Lucene index is a collection of documents organized in a way that allows quick retrieval of information when arbitrarily queried upon.

    Each document (implemented by org.apache.lucene.document.Document) in a Lucene index is made up of one or more fields that are name-value pairs, much like entries in a HashMap. A document can contain as much or as little information as is required to be searched upon. For example, a Lucene document could contain the complete contents of a Web page, text file, e-mail, etc. On the other hand, a Lucene document may contain only a minimal set of metadata, such as keywords, along with a URL, a product SKU, or some other identifying information used to reference a full information source stored outside of Lucene (such as in a file system or a relational database).

    Each field in a document can be defined as being any combination of stored, indexed, and tokenized. If a field is stored, its contents are fully retrievable upon a successful search. If a field is indexed, its content may be referenced in a query and searched upon. If a field is tokenized, its content is broken into one or more tokens (or words) prior to being indexed.

    Fields can be created using org.apache.lucene.document.Field. The Field class has several static factory methods that make short work of creating field entries. Table 3 illustrates these static methods and the types of Fields that they create.

    Why would you want to index a field, but not store it? Consider a field that contains keywords for your document: chances are you'll never display or perform any processing of this field, but you still want to be able to search upon it. By indexing it you're making the field searchable, but by not storing it, you're saving space because the text is not written verbatim to the index. On the other hand, you may want to store some data so that it can be retrieved later but not actually be able to search upon it. In that case, you'd choose a field that's stored but not indexed. When defining your fields, be mindful of what those fields will be used for, and for efficiency's sake choose an appropriate field definition.

    SIDEBAR
    Search Components
    A Searcher (org.apache.lucene.search.Searcher) is used to access a Lucene index and query its contents. There are two subclasses of Searcher: IndexSearcher that searches a single index and MultiSearcher that searches one or more indexes and collects all the results in a single result set.

    Searches are performed by calling one of Searcher's search() methods and passing it a query (org.apache.lucene.search.Query). The search method returns an instance of org.apache.lucene.search.Hits. The Hits class is an array-like collection of documents that matches your query. The documents are ordered in Hits by a relevancy score.

    A Query object can be constructed using org.apache.lucene.query-Parser.QueryParser. QueryParser's parse() method parses a query string that's written in its query language and builds an appropriate Query object for that query string. QueryParser also uses an Analyzer in performing the parsing of the query string. It's not required, but it is strongly recommended that you use the same Analyzer for parsing queries that you used when indexing your documents.

    SIDEBAR
    Text Analysis Components
    When a field is tokenized, its content is broken into one or more tokens or words. Facilitating this tokenization process is the notion of an analyzer (see Figure 1). An analyzer is any subclass of org.apache.lucene.analysis.Analyzer that defines the rules for tokenization.

    A token stream is an iterator that returns the next token with each call to its next() method or returns a null when there are no more tokens in the stream. Two important subclasses of TokenStream are Tokenizer and TokenFilter. Both of these classes are abstract and must be subclassed to define the specific rules on how to tokenize content.

    At the core of the tokenization process is a Tokenizer. A Tokenizer wraps an instance of java.io.Reader and performs the actual work of breaking a stream into individual tokens (not unlike the notion of a StringTokenizer).

    TokenFilters act as decorators of other TokenStreams. Token filters can be used to add, replace, or remove tokens from a TokenStream. For example, org.apache.lucene.analysis.PorterStemFilter is a TokenFilter that replaces each word in a TokenStream with its word stem (e.g., "painting" becomes "paint").

    Analyzers rely on token streams (subclasses of org.apache.lucene.analysis.TokenStream) in defining the tokenization rules. In fact, an analyzer is nothing more than a factory for creating instances of TokenStream.

    To see how the text analysis components are used together, consider some of the TokenStream and Analyzer implementations packaged with Lucene. StopAnalyzer is an analyzer whose job is to remove stop words (e.g., "and", "or", "the", etc.) from a tokenized stream. At the core of StopAnalyzer is an instance of LowerCaseTokenizer. It tokenizes the stream into individual words, normalizing them to lowercase as it goes, where any nonalphabetic character is considered a delimiter. An instance of StopFilter decorates LowerCaseTokenizer, removing stop words from the stream as they're found. StopAnalyzer's tokenStream() method is merely a factory method that returns the decorator chain made up of LowerCaseTokenizer and StopFilter.

    About Craig Walls
    Craig Walls is the manager of Internet development for a Dallas, Texas-based retailer. He has eight years of experience in software development, six in Java. Craig is a Sun Certified Java programmer and a Sun Certified architect for the Java platform. He holds a BS in computer science from New Mexico State University.

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    In his session at 19th Cloud Expo, Claude Remillard, Principal Program Manager in Developer Division at Microsoft, contrasted how his team used config as code and immutable patterns for continuous delivery of microservices and apps to the cloud. He showed how the immutable patterns helps developers do away with most of the complexity of config as code-enabling scenarios such as rollback, zero downtime upgrades with far greater simplicity. He also demoed building immutable pipelines in the cloud ...
    As data explodes in quantity, importance and from new sources, the need for managing and protecting data residing across physical, virtual, and cloud environments grow with it. Managing data includes protecting it, indexing and classifying it for true, long-term management, compliance and E-Discovery. Commvault can ensure this with a single pane of glass solution – whether in a private cloud, a Service Provider delivered public cloud or a hybrid cloud environment – across the heterogeneous enter...
    Without lifecycle traceability and visibility across the tool chain, stakeholders from Planning-to-Ops have limited insight and answers to who, what, when, why and how across the DevOps lifecycle. This impacts the ability to deliver high quality software at the needed velocity to drive positive business outcomes. In his session at @DevOpsSummit 19th Cloud Expo, Eric Robertson, General Manager at CollabNet, showed how customers are able to achieve a level of transparency that enables everyone fro...
    All clouds are not equal. To succeed in a DevOps context, organizations should plan to develop/deploy apps across a choice of on-premise and public clouds simultaneously depending on the business needs. This is where the concept of the Lean Cloud comes in - resting on the idea that you often need to relocate your app modules over their life cycles for both innovation and operational efficiency in the cloud. In his session at @DevOpsSummit at19th Cloud Expo, Valentin (Val) Bercovici, CTO of Soli...
    Data is the fuel that drives the machine learning algorithmic engines and ultimately provides the business value. In his session at Cloud Expo, Ed Featherston, a director and senior enterprise architect at Collaborative Consulting, discussed the key considerations around quality, volume, timeliness, and pedigree that must be dealt with in order to properly fuel that engine.
    Everyone knows that truly innovative companies learn as they go along, pushing boundaries in response to market changes and demands. What's more of a mystery is how to balance innovation on a fresh platform built from scratch with the legacy tech stack, product suite and customers that continue to serve as the business' foundation. In his General Session at 19th Cloud Expo, Michael Chambliss, Head of Engineering at ReadyTalk, discussed why and how ReadyTalk diverted from healthy revenue and mor...
    You have great SaaS business app ideas. You want to turn your idea quickly into a functional and engaging proof of concept. You need to be able to modify it to meet customers' needs, and you need to deliver a complete and secure SaaS application. How could you achieve all the above and yet avoid unforeseen IT requirements that add unnecessary cost and complexity? You also want your app to be responsive in any device at any time. In his session at 19th Cloud Expo, Mark Allen, General Manager of...
    Major trends and emerging technologies – from virtual reality and IoT, to Big Data and algorithms – are helping organizations innovate in the digital era. However, to create real business value, IT must think beyond the ‘what’ of digital transformation to the ‘how’ to harness emerging trends, innovation and disruption. Architecture is the key that underpins and ties all these efforts together. In the digital age, it’s important to invest in architecture, extend the enterprise footprint to the cl...
    Fact: storage performance problems have only gotten more complicated, as applications not only have become largely virtualized, but also have moved to cloud-based infrastructures. Storage performance in virtualized environments isn’t just about IOPS anymore. Instead, you need to guarantee performance for individual VMs, helping applications maintain performance as the number of VMs continues to go up in real time. In his session at Cloud Expo, Dhiraj Sehgal, Product and Marketing at Tintri, sha...
    Application transformation and DevOps practices are two sides of the same coin. Enterprises that want to capture value faster, need to deliver value faster – time value of money principle. To do that enterprises need to build cloud-native apps as microservices by empowering teams to build, ship, and run in production. In his session at @DevOpsSummit at 19th Cloud Expo, Neil Gehani, senior product manager at HPE, discussed what every business should plan for how to structure their teams to delive...
    We are always online. We access our data, our finances, work, and various services on the Internet. But we live in a congested world of information in which the roads were built two decades ago. The quest for better, faster Internet routing has been around for a decade, but nobody solved this problem. We’ve seen band-aid approaches like CDNs that attack a niche's slice of static content part of the Internet, but that’s it. It does not address the dynamic services-based Internet of today. It does...
    Fact is, enterprises have significant legacy voice infrastructure that’s costly to replace with pure IP solutions. How can we bring this analog infrastructure into our shiny new cloud applications? There are proven methods to bind both legacy voice applications and traditional PSTN audio into cloud-based applications and services at a carrier scale. Some of the most successful implementations leverage WebRTC, WebSockets, SIP and other open source technologies. In his session at @ThingsExpo, Da...
    Unless your company can spend a lot of money on new technology, re-engineering your environment and hiring a comprehensive cybersecurity team, you will most likely move to the cloud or seek external service partnerships. In his session at 18th Cloud Expo, Darren Guccione, CEO of Keeper Security, revealed what you need to know when it comes to encryption in the cloud.
    @CloudExpo Stories
    Get deep visibility into the performance of your databases and expert advice for performance optimization and tuning. You can't get application performance without database performance. Give everyone on the team a comprehensive view of how every aspect of the system affects performance across SQL database operations, host server and OS, virtualization resources and storage I/O. Quickly find bottlenecks and troubleshoot complex problems.
    "Dice has been around for the last 20 years. We have been helping tech professionals find new jobs and career opportunities," explained Manish Dixit, VP of Product and Engineering at Dice, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    An IoT product’s log files speak volumes about what’s happening with your products in the field, pinpointing current and potential issues, and enabling you to predict failures and save millions of dollars in inventory. But until recently, no one knew how to listen. In his session at @ThingsExpo, Dan Gettens, Chief Research Officer at OnProcess, discussed recent research by Massachusetts Institute of Technology and OnProcess Technology, where MIT created a new, breakthrough analytics model for ...
    SYS-CON Events has announced today that Roger Strukhoff has been named conference chair of Cloud Expo and @ThingsExpo 2017 New York. The 20th Cloud Expo and 7th @ThingsExpo will take place on June 6-8, 2017, at the Javits Center in New York City, NY. "The Internet of Things brings trillions of dollars of opportunity to developers and enterprise IT, no matter how you measure it," stated Roger Strukhoff. "More importantly, it leverages the power of devices and the Internet to enable us all to im...
    "At ROHA we develop an app called Catcha. It was developed after we spent a year meeting with, talking to, interacting with senior citizens watching them use their smartphones and talking to them about how they use their smartphones so we could get to know their smartphone behavior," explained Dave Woods, Chief Innovation Officer at ROHA, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    DevOps is being widely accepted (if not fully adopted) as essential in enterprise IT. But as Enterprise DevOps gains maturity, expands scope, and increases velocity, the need for data-driven decisions across teams becomes more acute. DevOps teams in any modern business must wrangle the ‘digital exhaust’ from the delivery toolchain, "pervasive" and "cognitive" computing, APIs and services, mobile devices and applications, the Internet of Things, and now even blockchain. In this power panel at @...
    "Venafi has a platform that allows you to manage, centralize and automate the complete life cycle of keys and certificates within the organization," explained Gina Osmond, Sr. Field Marketing Manager at Venafi, in this SYS-CON.tv interview at DevOps at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    Effectively SMBs and government programs must address compounded regulatory compliance requirements. The most recent are Controlled Unclassified Information and the EU's GDPR have Board Level implications. Managing sensitive data protection will likely result in acquisition criteria, demonstration requests and new requirements. Developers, as part of the pre-planning process and the associated supply chain, could benefit from updating their code libraries and design by incorporating changes. In...
    "ReadyTalk is an audio and web video conferencing provider. We've really come to embrace WebRTC as the platform for our future of technology," explained Dan Cunningham, CTO of ReadyTalk, in this SYS-CON.tv interview at WebRTC Summit at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    Financial Technology has become a topic of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 20th Cloud Expo at the Javits Center in New York, June 6-8, 2017, will find fresh new content in a new track called FinTech.
    Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
    Keeping pace with advancements in software delivery processes and tooling is taxing even for the most proficient organizations. Point tools, platforms, open source and the increasing adoption of private and public cloud services requires strong engineering rigor – all in the face of developer demands to use the tools of choice. As Agile has settled in as a mainstream practice, now DevOps has emerged as the next wave to improve software delivery speed and output. To make DevOps work, organization...
    "Qosmos has launched L7Viewer, a network traffic analysis tool, so it analyzes all the traffic between the virtual machine and the data center and the virtual machine and the external world," stated Sebastien Synold, Product Line Manager at Qosmos, in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life sett...
    The WebRTC Summit New York, to be held June 6-8, 2017, at the Javits Center in New York City, NY, announces that its Call for Papers is now open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 20th International Cloud Expo and @ThingsExpo. WebRTC is the future of browser-to-browser communications, and continues to make inroads into the traditional, difficult, plug-in web co...
    Successful digital transformation requires new organizational competencies and capabilities. Research tells us that the biggest impediment to successful transformation is human; consequently, the biggest enabler is a properly skilled and empowered workforce. In the digital age, new individual and collective competencies are required. In his session at 19th Cloud Expo, Bob Newhouse, CEO and founder of Agilitiv, drew together recent research and lessons learned from emerging and established compa...
    WebRTC is the future of browser-to-browser communications, and continues to make inroads into the traditional, difficult, plug-in web communications world. The 6th WebRTC Summit continues our tradition of delivering the latest and greatest presentations within the world of WebRTC. Topics include voice calling, video chat, P2P file sharing, and use cases that have already leveraged the power and convenience of WebRTC.
    "Coalfire is a cyber-risk, security and compliance assessment and advisory services firm. We do a lot of work with the cloud service provider community," explained Ryan McGowan, Vice President, Sales (West) at Coalfire Systems, Inc., in this SYS-CON.tv interview at 19th Cloud Expo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
    Regulatory requirements exist to promote the controlled sharing of information, while protecting the privacy and/or security of the information. Regulations for each type of information have their own set of rules, policies, and guidelines. Cloud Service Providers (CSP) are faced with increasing demand for services at decreasing prices. Demonstrating and maintaining compliance with regulations is a nontrivial task and doing so against numerous sets of regulatory requirements can be daunting task...
    Extracting business value from Internet of Things (IoT) data doesn’t happen overnight. There are several requirements that must be satisfied, including IoT device enablement, data analysis, real-time detection of complex events and automated orchestration of actions. Unfortunately, too many companies fall short in achieving their business goals by implementing incomplete solutions or not focusing on tangible use cases. In his general session at @ThingsExpo, Dave McCarthy, Director of Products...

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    Sponsorship opportunities are now open for Cloud Expo 2017 New York, June 6-8, 2017, at the Javits Center in New York City, New York, and for Cloud Expo 2017 Santa Clara, Oct 31-Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara,CA. For sponsorship, exhibit opportunities and show prospectus, please contact Carmen Gonzalez, carmen (at) sys-con.com.



    Cloud Expo Silicon Valley All-Star Speakers Include

    RICHARDS
    Venafi

    SINGH
    IBM

    NIELSON
    Redis Labs

    FRIEDMAN
    Edge

    THIELE
    Apcera

    MONTE-
    CILLO

    IBM

    SPROULE
    Metavine

    REUVENI
    Jet

    CHITTURI
    Sungard

    CEPPI
    Canonical

    HAFF
    Red Hat

    CHAMBLISS
    ReadyTalk

    BLACK
    SQLstream

    KOCHER
    Grey Heron

    VISWA-
    NATHAN

    Cognizant

    LARSSON
    Qosmos

    COHEN
    Institute

    SCHEELE
    Loodse

    FEATHER-
    STON

    Collaborative
    Consulting

    SEHGAL
    Tintri

    SRINIVAS
    IBM

    AHUJA
    Impiger

    SUDH-
    AKAR

    Splunk

    TISH-
    GART

    Cloudera

    KENDRICK
    Isomorphic

    KUCKEIN
    DDN

    RAVE
    Teridion

    CHOU
    Microsoft

    SHARIF
    Aporeto

    JAME-
    NSKY

    Embotics

    JENKINS
    IBM

    DOYLE
    eCube

    THOM-
    CHICK

    Symantec

    BRENTON
    CollabNet

    BERCO-
    VICI

    SolidFire

    BABIN
    Kaltura

    MORAN
    BMC

    CASEY
    CFN

    ZHENG
    CDS

    DEMEO
    Alfresco

    STIGTER
    TIBCO

    LEUFFEN
    Wrecker

    ROGERS
    Anexia

    NEW
    HOUSE

    Agilitiv

    DE MENO
    Commvault

    VAN TUIN
    Red Hat

    LIANG
    Rancher Labs

    MURTHY
    Cloud Raxak

    REMIL-
    LARD

    Microsoft

    MANN
    Splunk

    ROWE
    IBM Cloud

    SKILLERN
    Intel

    ALLEN
    Progress

    BENEDICT
    Cognizant
    Cloud Expo New York All-Star Speakers Include

    DE MENO
    Commvault

    ERWAY
    Appneta

    OXENHORN
    FalconStor

    HINCH-
    CLIFFE

    7Summits

    DOYLE
    eCube

    CHAVES
    Pythian

    BLOOMBERG
    Intellyx

    BUGAYENKO
    Teamed.io

    LAWSON
    NewSci

    HAFF
    RedHat

    HOLT
    IBM

    Jewell
    Codenvy

    MORGENTHAL
    CSC

    ARMSTRONG
    AppNeta

    DWYER
    Iron.io

    MATSUMURA
    Gradle

    WARFIELD
    Coho

    GRECO
    Kaazing

    PRESLEY
    Pythian

    LOVELL-TROY
    Pythian

    ATCHISON
    New Relic

    BHUSVANE-
    SHWARI

    Microsoft

    GUCCIONE
    Keeper

    FLOREA
    Tintri

    KERBY
    BMC

    RAO
    Asurion

    BRENTON
    CollabNet

    SRINIVASAN
    Symantec

    GALBRAITH
    HPE

    NEWTON
    Alfresco

    ROGERS
    Anexia

    MORRISH
    Interoute

    TIFFANY
    SoftLayer

    OSTROVER-
    KHYI

    Mobidev

    LEWIS
    Formation
    Data

    KENDRICK
    Isomorphic

    REEVES
    Datical

    WALLER-
    STORFER

    Dynatrace

    CIOT
    Progress

    MOR
    Cloudyn

    LEFORT
    BMC

    ANDERSON
    BMC

    BRODY
    Webair

    NIELSEN
    Redis Labs

    SEHGAL
    Tintri

    MANN
    Splunk

    YOO
    Fuze

    COTY
    Alert Logic

    LANDA
    Kintone

    CHOQUETTE
    RackN

    MARTIN
    Security

    HURWITZ
    Hurwitz & Assc.

    Cloud Expo Silicon Valley All-Star Speakers Include

    KOWALL
    AppDynamics

    VAN TUIN
    Red Hat

    DEMMER
    Jut

    COHEN
    Netflix

    MUCHANDI
    Red Hat Inc

    BORELLO
    Sysdig

    GILPIN
    Conjur

    KANADE
    Harbinger
    Systems

    GORBACHEV
    Systems
    Services Inc.

    SUSSMAN
    Coalfire

    KHAN
    Solgeniakhela

    CHOKSI
    Harbinger
    Systems

    DE MENO
    CommVault

    BLOOMBERG
    Intellyx

    BUGWADIA
    Nirmata

    COTY
    Alert Logic

    FLETCHER
    Alert Logic

    CAUTHRON
    NIMBOXX

    LYNN
    AgilData

    WAGNER
    Cloudyn

    ANAND
    Appocito

    WEISS
    Pythian

    BRODY
    Webair

    JACKSON
    Softlayer

    DAVIDSON
    Juniper

    HOFFMAN
    Pivotal

    VERVAET
    HGST

    Murthy
    CloudRaxak

    FRANCISCO
    Evolute

    LETCHIN
    Nexenta

    SIMON
    JFrog

    BONIFAZI
    Solgenia

    WEISS
    ProfitBricks

    HOLT
    IBM

    HANNON
    SoftLayer

    GALLO
    SoftLayer

    SAYEGH
    Codero

    BIMMU
    Clouber

    SRINIVAS
    IBM

    CHAVAN
    IBM

    HEDGES
    Clouddata

    AHUJA
    Cloud

    MEINER
    Oracle

    SWARTZ
    Ericsson
    Cloud Expo New York All-Star Speakers Included

    DE SOUZA
    Cisco

    POTTER
    SafeLogic

    ROBINSON
    CompTIA

    WARUSA
    -WITHANA

    WSO2 Inc

    MEINER
    Oracle

    CHOU
    Microsoft

    HARRISON
    Tufin

    BRUNOZZI
    VMware

    KIM
    MapR

    KANE
    Dyn

    SICULAR
    Basho

    TURNER
    Cloudian

    KUMAR
    Liaison

    ADAMIAK
    Liaison

    KHAN
    Solgenia

    BONIFAZI
    Solgenia

    SUSSMAN
    Coalfire

    ISAACSON
    RMS

    LYNN
    CodeFutures

    HEABERLIN
    Windstream

    RAMA
    MURTHY

    Virtusa

    BOSTOCK
    IndependenceIT

    DE MENO
    CommVault

    GRILLI
    Adobe

    WILLIAMS
    Rancher Labs

    CRISWELL
    Alert Logic

    COTY
    Alert Logic

    JACOBS
    SingleHop

    MARAVEI
    Cisco

    JACKSON
    Softlayer

    SINGH
    IBM

    HAZARD
    Softlayer

    GALLO
    Softlayer

    TAMASKAR
    GENBAND

    SUBRA
    -MANIAN

    Emcien

    LEVESQUE
    Windstream

    IVANOV
    StorPool

    BLOOMBERG
    Intellyx

    BUDHANI
    Soha

    HATHAWAY
    IBM Watson

    TOLL
    ProfitBricks

    LANDRY
    Microsoft

    BEARFIELD
    Blue Box

    HERITAGE
    Akana

    PILUSO
    SIASMSP

    HOLT
    IBM Cloudant

    SHAN
    CTS

    PICCININNI
    EMC

    BRON-
    GERSMA

    Modulus

    PAIGE
    CenturyLink

    SABHIKHI
    Cognitive Scale

    MILLS
    Green House Data

    KATZEN
    CenturyLink

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    CenturyLink

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    TALREJA
    Cisco

    GORBACHEV
    Systems Services Inc.

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    OpenCrowd

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    CodeFutures

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    CoreOS

    BERMINGHAM
    SIOS

    WILLIS
    Stateless Networks

    MURPHY
    Gridstore

    KHABE
    Vicom

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    GetClouder

    DIETZE
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    DALRYMPLE
    EnterpriseDB

    MAZZUCCO
    TierPoint

    RIVERA
    WHOA.com

    HERITAGE
    Akana

    SEYMOUR
    6fusion

    GIANNETTO
    Author

    CARTER
    IBM

    ROGERS
    Virtustream
    Cloud Expo Silicon Valley All-Star Speakers

    TESAR
    Microsoft

    MICKOS
    HP

    BHARGAVA
    Intel

    RILEY
    Riverbed

    DEVINE
    IBM

    ISAACSON
    CodeFutures

    LYNN
    HP

    HINKLE
    Citrix

    KHAN
    Solgenia

    SINGH
    Bigdata

    BEACH
    SendGrid

    BOSTOCK
    IndependenceIT

    DE SOUZA
    Cisco

    PATTATHIL
    Harbinger

    O'BRIEN
    Aria Systems

    BONIFAZI
    Solgenia

    BIANCO
    Solgenia

    PROCTOR
    NuoDB

    DUGGAL
    EnterpriseWeb

    TEGETHOFF
    Appcore

    BRUNOZZI
    VMware

    HICKENS
    Parasoft

    KLEBANOV
    Cisco

    PETERS
    Esri

    GOLDBERG
    Vormetric

    CUMBER-
    LAND

    Dimension

    ROSENDAHL
    Quantum

    LOOMIS
    Cloudant

    BRUNO
    StackIQ

    HANNON
    SoftLayer

    JACKSON
    SoftLayer

    HOCH
    Virtustream

    KAPADIA
    Seagate

    PAQUIN
    OnLive

    TSAI
    Innodisk

    BARRALL
    Connected Data

    SHIAH
    AgilePoint

    SEGIL
    Verizon

    PODURI
    Citrix

    COWIE
    Dyn

    RITTEN-
    HOUSE

    Cisco

    FALLOWS
    Kaazing

    THYKATTIL
    TimeWarner

    LEIDUCK
    SAP

    LYNN
    HP

    WAGSTAFF
    BSQUARE

    POLLACK
    AOL

    KAMARAJU
    Vormetric

    BARRY
    Catbird

    MENDEN-
    HALL

    SUPERNAP

    SHAN
    KEANE

    PLESE
    Verizon

    BARNUM
    Voxox

    TURNER
    Cloudian

    CALDERON
    Advanced Systems

    AGARWAL
    SOA Software

    LEE
    Quantum

    OBEROI
    Concurrent, Inc.

    HATEM
    Verizon

    GALEY
    Autodesk

    CAUTHRON
    NIMBOXX

    BARSOUM
    IBM

    GORDON
    1Plug

    LEWIS
    Verizon

    YEO
    OrionVM

    NAKAGAWA
    Transparent Cloud Computing

    SHIBATA
    Transparent Cloud Computing

    NATH
    GE

    GOKCEN
    GE

    STOICA
    Databricks

    TANKEL
    Pivotal Software



    Testimonials
    This week I had the pleasure of delivering the opening keynote at Cloud Expo New York. It was amazing to be back in the great city of New York with thousands of cloud enthusiasts eager to learn about the next step on their journey to embracing a cloud-first worldl."
    @SteveMar_Msft
    General Manager of Window Azure
     
    How does Cloud Expo do it every year? Another INCREDIBLE show - our heads are spinning - so fun and informative."
    @SOASoftwareInc
     
    Thank you @ThingsExpo for such a great event. All of the people we met over the past three days makes us confident IoT has a bright future."
    Yasser Khan
    CEO of @Cnnct2me
     
    One of the best conferences we have attended in a while. Great job, Cloud Expo team! Keep it going."

    @Peak_Ten


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    @CloudExpo Blogs
    The IoT continued its toddler-like growth and stumbles in 2016. Here are five trends to look for in 2017 as the IoT enters its adolescence and how to benefit from them. 1. Ecosystems begin to determine winners and losers Previously these were nice in-the-future concerns; now they will really count. Filling out a whole product value proposition through partnerships has repeatedly proven its importance across B2B and enterprise software sectors. In the IoT, they will be even more critical.
    We've come across a lot of talk about "cloud-native" apps lately. (They even have their own foundation!) Developers build these apps specifically to run on a cloud-based infrastructure, with the kind of user interface we all expect from our apps now. Cloud-native applications are scalable, usable and flexible, usually packaged using containers. It's a step further in the cloud computing journey, and a step away from the way we used to conceive of apps. Application development happened for many years inside an IT bubble, with a long development and deployment lifecycle. They were used only i...
    Okay, let me get this out there: I find the term “Citizen Data Scientist” confusing. Gartner defines a “citizen data scientist as “a person who creates or generates models that leverage predictive or prescriptive analytics but whose primary job function is outside of the field of statistics and analytics.” While we teach business users to “think like a data scientist” in their ability to identify those variables and metrics that might be better predictors of performance, I do not expect that the business stakeholders are going to be able to create and generate analytic models. I do not believe...
    In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management...
    It is not often that movies and television shows give viewers the opportunity to explore the world of hacking and digital security in a realistic manner. After two seasons, "Mr. Robot" has attracted its share of IT professionals as well as average citizens. The show has offered numerous depictions that are of particular interest to those who make their living by protecting their organizations. The critically acclaimed television series offers fictional situations rather than documentary evidence. However, the plots and actions of both the security engineers and hackers are realistic enough th...
    Almost three years ago, VMware introduced the world to its virtual SAN. This new solution enabled customers to use storage within ESXi servers without the need for external storage – an exciting promise for organizations that wanted to quickly scale their virtual storage. Now, it’s time to check in on this technology and see if it’s living up to its promise. VMware became a player in the storage array and software market when it launched vSAN. Server admins were looking forward to using vSAN because it gave them a symmetrical architecture that did not require external storage, thus being able...
    Modern organizations typically use several IT tools to monitor their applications, networks and other IT components in real time. Unfortunately, this leads to independent data islands, which creates a one-dimensional view of IT. In order to make strategic decisions, organizations need an IT operational analytics tool to analyze data from multiple sources, spot trends and make better decisions.
    Nerdio is an IT-as-a-service platform with virtual desktop infrastructure (VDI) technology at its core. It is designed for IT departments that need a way to easily manage their ever-increasing workloads. Nerdio allows users to efficiently manage their complete IT environments by giving them full visibility and control of users’ desktops. In addition to virtual desktops, the platform includes unlimited virtual servers, Microsoft Office 365 security, and disaster recovery and 24/7/365 support.
    This is a guest post from Cloudinary, a cloud-based image and video management solution. We are always looking for ways to help companies deliver digital experiences that will meet customers expectations in terms of content and performance. Tackling these 5 challenges is a good step towards delivering a top-notch digital experience. We are in the midst of a great evolution when it comes to website design. Formerly text-heavy sites now rely on eye-catching images and video to draw in visitors, improve engagement rates and drive readership. These results are proven. Articles with relevant ima...
    With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place June 6-8, 2017, at the Javits Center in New York City, New York, is co-located with 20th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal and enterp...
    The volume of transactions running through websites and mobile apps make customer-facing applications crucial to online businesses. If these applications perform well for their users, they generate revenue for the business. If they don't, they affect the credibility of the business, which in turn affects the overall revenue. It is therefore imperative that businesses understand how well their revenue-critical applications are behaving for their end users. From an IT team's point of view, understanding the user experience of their applications is becoming challenging as technology evolves. N...
    As we enter the final week before the 19th International Cloud Expo | @ThingsExpo in Santa Clara, CA, it's time for me to reflect on six big topics that will be important during the show. Hybrid Cloud: This general-purpose term seems to provide a comfort zone for many enterprise IT managers. It sounds reassuring to be able to work with one of the major public-cloud providers like AWS or Microsoft Azure while still maintaining an on-site presence.
    2016 brought about more cyberattacks than we thought possible, especially involving ransomware, and we definitely won't see that trend breaking stride in 2017. By next year, we expect every single adult in the US will know a blood relative that has had their identity stolen - the Internal Revenue Service reported that 2.7 million people had their identities stolen in 2014 and according to TransUnion, 19 people fall victim to identity theft every minute.
    In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at Dice, he takes a metrics-driven approach to management. His experience in building and managing high ...
    SaaS companies can greatly expand revenue potential by pushing beyond their own borders. The challenge is how to do this without degrading service quality. In his session at 18th Cloud Expo, Adam Rogers, Managing Director at Anexia, discussed how IaaS providers with a global presence and both virtual and dedicated infrastructure can help companies expand their service footprint with low “go-to-market” costs.