Category Archives: Technology

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How to install Kerika on a Google Apps Domain

Since our last released, when we upgraded our integration with Google Apps Marketplace to use the OAuth 2.0 protocol, a number of folks have written in to ask about how they should install and authorize Kerika for their premium Google domains (i.e. Google Apps for Business, Google Apps for Nonprofits, etc.)

Here’s a step-by-step guide for the Google Apps Administrator in your organization:

First, login to admin.google.com with your Google ID. Your screen will look like this:

Google Admin Console
Google Admin Console

On the right side of the screen, you will see a link for Google Apps Marketplace, in the area marked Tools:

Go to Google Apps Marketplace
Go to Google Apps Marketplace

When you click on the “Google Apps Marketplace” link, you will be presented with a search box that looks like this:

Searching for Kerika
Searching for Kerika

Type in “Kerika” in the search area, and you will find us!

Adding Kerika
Adding Kerika

Once Kerika shows up, click on the blue “Install App” button:

Installing Kerika
Installing Kerika

Click on the blue Continue button, and you will be asked to authorize Kerika for your Google Apps domain:

Authorizing Kerika
Authorizing Kerika

And that’s it! Your final confirmation message will show:

All Done
All Done

And at this point Kerika will have been authorized for your entire Google Apps domain. Individual users will be able to sign up without going through any of this hassle.

If you have any difficulties or questions with this, please email us at support@kerika.com

Google was flaky for 2 hours today!

Between the hours of 9AM and 11AM PST, Google’s authentication service — which we used to sign in users of Kerika+Google — kept having problems that affected people at random.

It was a tough morning for us, dealing with the flood of “504 System Timeout” errors coming back from Google, and feeling helpless that we couldn’t provide the kind of high-quality user experience that is at the core of the Kerika brand.

The problems finally went away by themselves, but a total of 31 Kerika users were affected and we are reaching out to each of them individually to apologize for the inconvenience, and explain what happened.

This is one of those situations where Kerika cannot do anything to fix the problem: if you signed up as a Kerika+Google user, when you try to login to Kerika you are automatically redirected to Google’s authentication service, which then comes back to Kerika to give us your identity information.

Then, we use the identity information to log you into the correct Kerika account.

Normally, all this happens really fast: you click on the Sign In button at Kerika, Kerika redirects your browser to Google, Google responds immediately, and within a couple of seconds you are logged into Kerika.

It all happens so fast and smoothly, 99.999% of the time, that most people are completely unaware that their browser was even redirected to Google in the first place — it’s something you might notice only if you have a very slow WiFi connection, and you are paying close attention to your browser’s status bar.

But every once in a while, Google won’t respond when you get redirected there by Kerika. In that case we retry again several times, and then finally Kerika does a “timeout”: it gives up.

(This problem has happened before, and as software developers ourselves, we are, of course, very sympathetic to other software companies that experience occasional bugs and hiccups, but Google can be irksome in their lack of transparency.)

This happens so infrequently that we didn’t really have any special code in place to tell users why they were not able to login, but that’s going to change starting tomorrow: if Google’s servers are not responding fast enough, we will show a special page to the user explaining what’s happening, so they understand the situation better.

 

The new OAuth 2.0 integration with Google Apps

With our latest version, we will be using OAuth 2.0 uniformly across all the ways you could sign up for Kerika:

  • As a Google Apps for Business user, e.g. someone who has the premium (paid) version of Google Apps, and signs up at kerika.com or through the Google Apps Marketplace.
  • As a free or premium user of Box, who signs up at kerika.com or through the Box App Store.

Across all these, we are now using OAuth 2.0: the more modern, robust implementation of OAuth which lets you sign into Kerika using a Google or Box ID, without Kerika ever seeing your password!

(Background: while we were using OAuth 2.0 for people who signed up directly at Kerika.com, we had OAuth 1.0 in place for people who signed up through the Google Apps Marketplace, and we needed to make every pathway consistently work with OAuth 2.0 and completely get rid of OAuth 1.0)

This new version will affect all premium users of Google Apps:

With the old (OAuth 1.0) integration with Google, it was possible for individual users who had the premium version of Google Apps to sign up for Kerika.

With the new (OAuth 2.0) integration, the Google Apps Administrator for the domain (i.e. your company) to authorize Kerika for the entire domain.

In other words, if you are a premium user of Google Apps, your Google Apps Admin — typically someone in your IT department — will need to authorize Kerika for your domain before you can use Kerika.

This will affect you even if you are an existing user of Kerika.

The good news is that once your Google Apps Admin authorizes Kerika for your company’s domain, it won’t be necessary for individual users to authorize Kerika any more: it becomes much easier for your colleagues to sign up.

We should probably stop saying “unlimited cards”…

OK, so our website has long stressed the word “unlimited”, and maybe that’s not such a great idea…

Most people have boards with a few dozen cards.

Some folks have boards with a couple of hundred cards.

Very few people have boards with up to 1,000 cards.

It turned out that one of our users had a board with nearly 4,200 cards, of which over 4,000 were in the Trash.

And that’s not good! A board with several thousand cards on it is going to take a long time to load, because each card has many different attributes to it: details, chat, assignments, status, history, etc.

And when someone with a very large board uses Kerika, this can cause very unexpected loads on the servers, particularly in terms of network I/O and CPU utilization.

This is what it looks like when someone suddenly opens a board with thousands of cards on it:

CPU spikes
CPU spikes

We have talked about this before, and now we need to do something about it…

Most of the time, boards get very big because they are very old: stuff piles up in the Done column, or, as in this case, in the Trash column.

Having very large boards can impact performance: unlike, say, email which you may be accustomed to leaving piled up in your Inbox for years on end, Kerika’s cards are “live object”: even when a card is in the Done or Trash columns, it is constantly listening for updates from the server, because it could be moved out of Done or Trash at any time by someone on the team, or have some of it’s attributes changed.

For example, even though a card is “Done” or “Trashed”, it could have its details updated, or new chat added to it.

This is different from email messages, which are essentially “dead objects”: once you get an email and read it, it doesn’t update after that, so it can sit for years in your Inbox without trying to get fresh updates from the mail server.

So, when you have 4,200 cards on a single board, you have that many live objects trying to get updates from the server at the same time, and that’s not good for your browser or our server!

(Imagine your laptop trying to read and display 4,200 emails at the same time, and you will get an idea of the problem…)

Having very large boards is not a good idea from a workflow or process management perspective, and so perhaps Kerika needs to do something about it: we need to think about how we can help our users improve their workflow, while also avoiding these CPU spikes.

A couple of ideas that we are considering:

  • Start warning users when their boards are getting too big.
  • If boards hit some threshold values (which we have yet to figure out, maybe it’s 1,000 cards?) force the user to reconfigure their board so they don’t affect the quality of the service for everyone.

 

Project Info summary of your Kerika Board: a new Kerika feature

We are thrilled to announce a new feature in Kerika: a very useful Project Info display that summarizes of your project.

You can access this by clicking on the new Info button that appears in your Kerika toolbar, at the top-right corner of your board view:

Project Info display
Project Info display

This view is available to everyone who is part of the project team:  Project Leaders, Team Members and Visitors.

There are several sections in here: at the top is the Name and Description of the project:

Name and Description
Name and Description

The Description is a new attribute of Kerika’s boards: it lets you provide context about the project that can help orient new team members, and it can also help with your Searches in the future.

The Name and Description of a project can be modified at any time by Project Leader or Account Owner.

Next up is the Summary of the project:

Summary
Summary

The summary varies by the type of board (Whiteboards, Task Boards or Scrum Boards), but it provides useful information in all cases:

  • It tells you when the board was first created, and by whom.
  • It tells you when the board was last updated, and by whom.
  • And for Task Boards and Scrum Boards it tells you how many cards are done, and how many remain.

Since each card typically represents a work item, this is a quick way to find out how much work remains on a board, without having to count up all the cards in each column.

For Task Boards and Scrum Boards, this view also shows you how many cards are due today, due tomorrow, and overdue.

And for Scrum Boards, it shows you how many cards are in the Backlog that you are using, so you get a sense for how far along you are with the overall project, not just the current Sprint.

All Kerika Task Boards and Scrum Boards now have support for Work-In-Progress Limits: these can be turned on or off by the Project Leader or Account Owner:

Settings
Settings

Another huge new change: we are making it super easy to switch a board from being a Kanban Board to a Scrum Board, and back again.

Task Boards and Scrum Boards also have a new auto-numbering feature that can help you manage very large boards, e.g. if you are using Kerika for an internal Help Desk.

For both Tasks Boards and Scrum Boards, there is now a great new Export feature that lets you export cards from a board in CSV or HTML formats:

Export
Export

And, finally, you now have the option to make individual projects open to the public to view (but not change): a handy feature for open-source and volunteer-based projects like WIKISPEED:

Privacy
Privacy

Why we haven’t published our API (yet)

We are sometimes asked (usually by our more techie users) whether Kerika has a published API.

The short answer is “No”; the longer answer is “Not yet.”

We do have a server API, of course, that the Kerika front-end client application itself uses, but it is a very proprietary and non-standard API at present.

This is largely because of an early decision we made to use CometD for our real-time client-server communications.

CometD is a form of a long-poll architecture, but our implementation, unfortunately, is not very standard, in part because we built an “API generator” a long time ago that allows us to create new APIs fairly quickly using metadata descriptions of the desired features.

This was helpful when we were first getting started, but, quite honestly, it isn’t an approach that makes a lot of sense any more and we have migrated away from using that API generator.

But, because of our history/legacy code, we currently have a mix of auto-generated APIs and newer API, and this isn’t really something that we want to publish and support for external third-party development.

We plan to redo our API this year to make it more standard and easier for third-party developers to use, at which point we will publish it and start encouraging more platform development around Kerika.

Using Kerika with Git

We often get asked if Kerika has an integration with Git.  The short answer is “No”, but the longer answer is more nuanced…

We use Git ourselves for managing our own source code and other software assets.

Git was designed from the git go (ha!) to be used by distributed teams, having originated with the Linux kernel team, perhaps the most important distributed team in the whole world, so it made perfect sense for us to use it: it works across operating systems, and a number of simple GUIs are now available for managing your various source-code branches.

We simply embed the git references within cards on our project boards: sometimes in the chat conversation attached to a card, but more often within the card’s details.

Here’s an actual example of a bug that we fixed recently:

Example of Git integration
Example of Git integration

We use multiple Git branches at the same time, because we put every individual feature into a separate branch.

That’s not a fixed rule within Git itself; it’s just our own team’s practice, since it makes it easier for us to stick with a 2-week Sprint cycle: at the end of every 2 weeks we can see which features are complete, and pull these git branches together to build a new release.

So while Kerika doesn’t have a direct integration with Git, it’s pretty easy to use Kerika alongside Git, or other source management systems.

 

True Tales from our Customers: Adding Kerika Spice to a presentation

One of our users wrote in last night with this great story, which we wanted to share with you…

I did a one hour webinar for the software company (Software AG) that we develop all of our software with as they were impressed with the way we were using their software development environment (NaturalOne).

I threw a little Kerika spice into my presentation as it has become such an important part of our development environment and I actually used it to prepare my presentation.

Instead of preparing the presentation by myself I used a Kerika project and had my software developers contribute cards and instructions in the areas that they specialized.

While I was doing a live presentation I was referring to the cards on my other monitor and swiping them to the ‘Done’ column as I completed them.

I know you like to hear stories about how people use your software and this worked very well for this presentation.  It was recorded and I will send you a link to it once it is published.  It might put you to sleep at night, except for the Kerika part.

How we work with 2-week Sprints

Here at Kerika, we often get asked how we do Scrum as a distributed team.

Here’s the model we have evolved, which works for us mainly because we are the very essence of a distributed Agile team: we have people working together on the same product from locations that are 10,000 miles apart!

And this means that we are the most enthusiastic consumers of our products: we use Kerika to manage every part of our business and we only build what we would ourselves love to use.

Here’s the basic outline of our Scrum model:

Kerika's model for 2-week Sprints
Kerika’s model for 2-week Sprints

Each Sprint is 2 weeks long: that that works well for us; other folks might find that 3 weeks or 4 weeks i better. Pick what works for you.

Each Sprint begins with Sprint Planning, where the Scrum Team gets together with the Product Owner to decide which cards will be pull from our main Product Backlog into the Sprint Backlog.

Each Sprint is organized as a separate Scrum Board: this makes it really easy for us to concentrate upon needs to get delivered in that particular Sprint, without getting distracted by what was done in the past or what remains to be done.

And Kerika makes it really easy to pull cards (literally!) from the Backlog onto a Scrum Board, and then hide the Backlog from view so it doesn’t distract the Team while the Sprint is underway.

Half-way the Sprint, at the end of the first week, we do a gut-check: does the Sprint look like it is going reasonably well? We don’t ask if it is going perfectly: almost no Sprint does; what we are looking for is any indication that the Sprint is going to severely under-deliver in terms of the Team’s commitments to the Product Owner.

We could do these gut-checks every day during our Daily Standups, but in the first part of a Sprint cycle these can often give us false positives: it’s easy to tell early on if a Sprint is going to be disastrous, but it’s hard to tell for sure that it is actually going to end well. But about midway through the Sprint we start to have a more reliable sense for how things may turn out.

In keeping with the Scrum model, our goal is to complete a potentially shippable set of features and bug fixes with each Sprint, although this doesn’t necessarily mean that we will always ship what gets built after each Sprint. (More on that later.)

For each feature or bug, however large or small, we make sure that we have design and testing baked into the process:

  • The document is often just a few paragraphs long, because we always take cards representing large features (or other big work items) and break them up into smaller cards, so that no card is likely to take more than a day’s work. Kerika makes it really easy to link cards together, so it’s easy to trace work across multiple cards.
  • For bugs, the attached document describes the expected behavior, the actual behavior, and the root cause analysis.  Very frequently, screenshots showing the bugs are attached to the cards.
  • For new features, several documents may be attached, all quite small: there may be a high-level analysis document and a separate low-level design document.
  • For all features and bugs, we do test planning at the time we take on the work: for back-end (server) work we rely primarily on JUnit for writing automated tests; for front-end (UI) work we have found that automated testing is not very cost-effective, and instead rely more on manual testing. The key is to be as “test-driven” in our development as possible.

There are several benefits from doing formal planning, which some folks seem to view as being antithetical to an Agile model:

  • It helps find holes in the original requirements or UI design: good technical analysis finds all the edge cases that are overlooked when a new feature is being conceptualized.
  • It helps ensure that requirements are properly interpreted by the Team: the back-and-forth of analysis and reviewing the requirement helps ensure that the Product Owner and the Team are in synch on what needs to get done, which is especially important for new features, of course, but can also be important to understand the severity and priority of bugs.
  • It deliberately slows down the development pace to the “true” pace, by ensuring that time and effort for testing, especially the development of automated tests, is properly accounted for. Without this, it’s easy for a team to quickly hack new features, which is great at first but leads to unmaintainable and unstable code very soon.

At the end of the 2-week cycle, the Team prepares to end the Sprint…

We like to talk about Sprints as “buses”: a bus comes by on a regular schedule, and if you are ready and waiting at the bus stop, you can get on the bus.

But if you are not ready when the bus comes along, you are going to have to wait for the next bus, which thankfully does come by on a regular 2-week schedule.

This metaphor helps the Team understand that Sprints are time-boxed, not feature-boxed: in other words, at the end of every 2 weeks a Sprint will end, regardless of whether a feature is complete or not.  If the feature is complete, it catches the bus; otherwise it will have to wait for the next bus.

And here’s where the Kerika team differs from many other Scrum teams, particularly those that don’t consume their own products:

  • At the end of each Sprint, we do the normal Sprint Retrospective and Show & Tell for the Product Owner.
  • But, we also then take the output of the Sprint and deploy it to our test environment.
  • Our test environment is the one we actually use on a daily basis: we don’t use the production environment as often, preferring to risk all of our work by taking the latest/greatest version of the software on the test environment.

This forces us to use our newest software for real: for actual business use, which is a much higher bar to pass than any ordinary testing or QA, because actual business use places a higher premium on usability than regular QA can achieve.

(And, in fact, there have been instances where we have built features that passed testing, but were rejected by the team as unusable and never released.)

Kerika's model for 2-week Sprints
Click on this image to see the actual Kerika Whiteboard

This is illustrated above: the version of Kerika that’s built in Sprint 1 is used by the team to work on Sprint 2.

This is where the rubber meets the road: the Kerika Team has to build Sprint 2, while using what was built in the previous Sprint. If it isn’t good enough, it gets rejected.

At the end of Sprint 2, we will release the output of Sprint 1 to production. By this time it will have been used in a real sense by the Kerika Team for at least 2 weeks, post regular QA, and we will have a high confidence that the new features and bug fixes are solid and truly usable.

We could summarize our model by saying that our production releases effectively lag our Sprint output by one Sprint, which gives us the change to “eat our own dogfood” before we offer it to anyone else.

You can see the actual Whiteboard project for this process flow here.