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How to Setup Your Local Development Environment for Java Using Apache NetBeans and Apache Tomcat

You would have thought in 2023 that this would be a 2 second job to do. A well documented thing given Apache is one of the largest open source companies on the planet and Java being the most used language on the planet that powers over 1 billion devices (as their installers used to love reminding us every time 🙂 )

But weirdly, it’s not…

So I thought it would be handy to write a blog post about how to get going in 15 minutes so you can start to have a play. After all, we don’t want people to have 10 years experience in this stuff just to get a basic local development environment up and running. 

What we’re going to cover…

  1. Getting the Java Development Kit (JDK) installed
  2. Getting Apache NetBeans IDE installed, which requires the Java Development Kit (JDK) to work
  3. Getting Apache Tomcat installed, so your Apache NetBeans IDE can deploy your web application to the locally running web server so you can see your web application in your web browser
  4. Configuring Apache NetBeans so that it knows about the Apache Tomcat server that is running on your local machine
  5. Seeing everything in action!

So let’s get started.

 

Getting the Java Development Kit (JDK) Installed

First of all, just get to Google and search for “JDK Download”. I’m not going to give you the exact steps here as Oracle, the people who ‘own’ Java, seem to keep making life ever more difficult every day to download this and now even requires you to create an account with Oracle just to download the software. Rather annoying, but just jump through the latest hoops you have to at the time you are reading this, as anything I write down is going to have changed since the time this blog post was written. 

The only thing to mention that you need to keep a record to when you are doing this is the Folder Path of where this is installed. You’ll need this in the next step if the installation of Apache NetBeans IDE doesn’t manage to automatically detect it. 

 

Beginner Development

For greenfield projects, i.e. something brand new, then just download the latest version of the Java Development Kit (JDK). You may get issues when you get onto the next steps, so you may have to loop back on this step and install an older version that is compatible with the other software you are installing. 

Unfortunately the different software providers throughout this blog post don’t make it simple to understand what versions are compatible with which other versions. It’s a tad annoying and is a wider problem with the software engineering in general so it’s something your going to have to get comfortable being annoyed about and regularly banging your head against the wall. 

Usually there is some half-arsed documentation somewhere buried on the respective websites, but you’ll have the Google the shit out of it to find this basic info unfortunately. But hey, just giving you the heads up. 

For now though, just download the latest version of the Java Development Kit (JDK) so you can give this a first attempt. 

 

Working with Existing Projects

If you are working with existing projects, then this is a tad different as you are going to have to work within the constraints of that setup. So you are probably going to have to refer to the project documentation about what versions of what you need to get up and running with ease. 

Remember when your Past-Self recommended that you document your development environment and your project technical dependencies so that your Future-Self would be thankful that you did…. Well, if your Present-Self is currently disgruntled with your Past-Self, then let that be a lesson. And document this properly this time round. 

Or worse in a corporate setting where this was never documented and you simply have to talk to your software engineering colleagues to try and find the info you need through 1000 questions rather than a 1 page document that gives you everything you need. Well, yeah, good luck with that. 

 

Getting Apache NetBeans IDE Installed

Next step is to get Apache NetBeans IDE installed. Again, just Google for the download link and run through the installation steps. 

There is nothing specific to really mention on this step other than that you need to enter the Java Development Kit (JDK) installation folder path as part of the setup. Generally the Apache NetBeans IDE installer detects this automatically and puts that in for you. But you may need to enter this manually if it hasn’t been automatically detected. 

 

Getting Apache Tomcat Installed

Right, this next step is where things get a tad tricky, or at least can do. 

Again, just to get started, Google “Apache Tomcat Installation” and you’ll come across a Windows Installer .exe file that you can use to get up and running quickly. 

It seems that the last time I installed this (hence the reason for writing this blog post…) this is installed in a bit of a quirky way which actually prevents Apache NetBeans IDE from deploying your application to your Apache Tomcat web server. A tad annoying, and not particularly well documented. 

So during the installation process the only details you really need to make a note of are;

  1. Port
  2. Windows Service Name
  3. Tomcat Admin Username
  4. Tomcat Admin Password
  5. Installation Folder Path

These will come in handy in the next section when we configure Apache NetBeans to allow it to talk to Apache Tomcat. 

Anyhow, for now, as part of the installation process, it is recommended that you create a Username/Password combo for your local machine so that you can actually use it. It’s a bit of a pain if you have to do this post-installation, so for the purpose of this blog post, we’re going to assume you are doing this as part of your installation procedure. 

The reason I mentioned a moment ago that this step can get a little tricky is that each version of Apache Tomcat supports a LOT of different specifications and dependencies which can be tough to align – even on your local development environment. There is a “Which Apache Tomcat Version to Use” page which tries to help to simplify things, but honestly, just adds more complexity. Apache Tomcat doesn’t seem to care too much about backwards compatibility for some reason and expects software engineers to try and be a One Man Band just to figure out what they need. You’ll see what I mean with this snippet from that page;

 

 

Simple, right?!?!?

So basically you need to make sure that everything aligns with the different versions mentioned above;

  1. Apache Tomcat Version
  2. Java Development Kit (JDK) Version
  3. Servlet Specification Version, required for developing Web Applications
  4. Java Server Pages (JSP) Specification Version, required for developing Web Applications that are of monolith in nature – This is essentially the ‘front end’ part of your Web Application
  5. Expression Language (EL) Version, required for developing Web Applications that want to handle data that is passed from the ‘back end’ (aka. the Java Servlet Specification) to the ‘front end’ (aka. the Java Server Pages JSP Specification) so that you can essentially loop through lists and such like to output the data that you need from variables, or much simpler outputting of data stored in variables
  6. WebSocket Specification, if your web application is using cool tech like this (probably not on your first Hello World web application!)

So I’m going to assume you’ve studied all of these different specifications over the last 5 years and fully memorised 1000s of pages worth of documentation to be able to easily know this information. Right? 

Of course not. No-one has. But hey, Java often likes to make things more difficult than they need to be. But don’t let that put you off, it brings so much value over scripting languages that are all the rage at the moment. 

Anyhow, for now, just go with the most recent version to get started. 

 

Configuring Apache NetBeans to Talk to Apache Tomcat

The next step is to configure Apache NetBeans IDE to talk to your Apache Tomcat service. To achieve this, there are two core steps involved;

  1. Configuring Apache NetBeans by adding a Server as a Service to your IDE
  2. Tweaking the way that the Apache Tomcat web server Windows Service runs

 

Add Apache Tomcat Web Server to Apache NetBeans IDE as a Service

So let’s look at the easy step first. Simply right click on the Servers section and follow the steps through to add your Apache Tomcat server. You’ll need those details you made a note of earlier to connect to the right one as you may have multiple of these running on your local development environment over time to support different projects. 

 

You can see in the above screenshot that I have already added the Apache Tomcat web server which is why it is showing up in the list already. 

 

Error You Will Receive If You Try to Build & Deploy a Web Application Right Now

So it’s important to explain what error you will receive if you try to build your first Hello World Web Application right now and deploy it by pressing the green play button. The error messages can be a tad cryptic and you’ll also need to check the catalina.log file for further insights, which can be a bit of an unknown unknown when getting started with Java software development. 

Building war: C:\Users\Michael Cropper\NetBeans Projects\MyHelloWorldWebApp\target\MyHelloWorldWebApp-1.0-SNAPSHOT.war
------------------------------------------------------------------------
BUILD SUCCESS
------------------------------------------------------------------------
Total time:  1.232 s
Finished at: 2023-12-01T23:04:45Z
------------------------------------------------------------------------
Deploying on Apache Tomcat or TomEE
    profile mode: false
    debug mode: false
    force redeploy: true
Undeploying ...
undeploy?path=/MyHelloWorldWebApp
OK - Undeployed application at context path [/MyHelloWorldWebApp]
In-place deployment at C:\Users\Michael Cropper\NetBeans Projects\MyHelloWorldWebApp\target\MyHelloWorldWebApp-1.0-SNAPSHOT
deploy?config=file%3A%2FC%3A%2FUsers%2FMICHAE%7E1%2FAppData%2FLocal%2FTemp%2Fcontext9586713857740903372.xml&path=/MyHelloWorldWebApp
FAIL - The application [/MyHelloWorldWebApp] is already being serviced

I’m actually pretty sure the first time I did this, I got this error message instead. The above one sems to be ever so slightly different final line in the error message. But either way, it fails, which means that it hasn’t been deployed. 

FAIL - Failed to deploy application at context path [/MyHelloWorldWebApp]

Which I’m sure you’ll agree isn’t actually that much of a helpful error message. 

So to get to the bottom of what is really going on, you need to get into your Apache Tomcat logs, specifically the catalina.out file (or the one with today’s date on). 

On a Windows machine, this is going to be located at: C:\Program Files\Apache Software Foundation\Tomcat 10.1\logs

Which is the location of where you installed Apache Tomcat earlier. 

What was interesting when checking this is that this is the actual error that was reported when the error for “FAIL – Failed to deploy application at context path” came up;

“30-Nov-2023 21:32:39.679 SEVERE [http-nio-8080-exec-2] org.apache.catalina.startup.ExpandWar.copy Error copying [C:\Users\MICHAE~1\AppData\Local\Temp\context3064853893058586338.xml] to [C:\Program Files\Apache Software Foundation\Tomcat 10.1\conf\Catalina\localhost\MyHelloWorldWebApp.xml]
java.io.FileNotFoundException: C:\Users\MICHAE~1\AppData\Local\Temp\context3064853893058586338.xml (Access is denied)”

Which made me think…. that’s odd. I installed Apache Tomcat via a Windows Installer using the exact same Windows logged in user, so I can only assume that one of the installers is doing a bit of crazy on Windows and being overly secure by segmenting which user is running the application – which would prevent User A from accessing anything in User B without relevant permissions. Something you’d really only know a lot about after dealing with a lot of Linux permissions issues historically, and if you’re a noob with this stuff is probably going to be something that would be a complete blocker for you to get past. 

Which brings us onto the next step for how to solve this…

 

Tweaking the way that the Apache Tomcat web server Windows Service runs

So when you just installed Apache Tomcat via the Windows Installer you will notice that you have an Apache Tomcat service running in your Windows Task Bad as a background service. It doesn’t auto-start on reboot by default, so you may have to start the service if you have rebooted since you installed the software. 

So you need to go into the Windows Task Bar and find the Apache Tomcat software that is running and click on the Configure option. From here, you need to go to the Log On tab and change this from the default “Local Service Account” over to “Local System Account”

Do that, click Apply and then Ok. Then finally restart the Apache Tomcat service if it is already running and you’ll be good to go. 

 

Seeing Everything in Action

Awesome. So now you’ve got all this up and running, you’ll be able to click the Play button in the Apache NetBeans IDE to run your project and it will deploy your web application successfully to your Apache Tomcat web server so you can interact with it in your web browser. 

 

Summary

Hopefully this is a helpful guide for how to get an Java local development environment up and running in no time so that you can start to develop web applications using the power of Java. 

Yes, it’s a bit of a pain as you get deeper into Java, but for getting started it’s mainly about making sure the different versions of the software you are running are aligned and designed to support each other. The documentation is often pretty awful so if things don’t quite go to plan, just lots of Google’ing will help you get to where you need to be. 

Good luck! 

MySQL Recursive Queries – MySQL While Loops – Fill Zero Sum Dates Between Dates

So, where do I start with this topic. It’s complex…

I didn’t really know what to title this blog post as, since it’s complex.

Specifically my personal problem at hand was to look at how to prevent missing dates between two dates when needing to report on basic challenges such as Show Number Of X Between Two Dates. And since the basic queries such as SELECT COUNT(*) FROM table_x GROUP BY my_date_field; tends to work absolutely fine in scenarios where things are happening daily, it dramatically fails when things often happen over longer time frames. Instead, it’s important that the actual dates between two dates are the primary axis on reporting on this data.

Quite surprisingly, this seems to have been a fairly challenging thing to achieve prior to MySQL 8, so this blog post is purely going to look at MySQL 8 and beyond for how to achieve this.

MySQL isn’t really designed to work with while loops. But in every modern programming language while loops are simple.

i.e.

while(x = true){
	doSomething();
}

Etc.

Great, then let’s wrap the complex while loops in the code, and leave MySQL for the basics of data retrieval.

Yeah… but there is a thing called performance, and that doesn’t really work on large scale data sets with millions of records…

It’s imperative that the data access complexities are pushed as low into the tech stack as possible to improve efficiency, on so many levels. Aka. Don’t put things in the code layer that would be better handled at the data layer, aka. MySQL.

So, historically, if you wanted to perform a while loop in a MySQL query you would probably end up resorting to a Stored Procedure in one way or another. Sorry DABs (aka. Database Administrators) but when software requires the use of Sored Procedures then there is probably something fundamentally wrong under the hood.

 

Basic While Loop in MySQL using WITH RECURSIVE

So, let’s get back to basics. How do we do a basic loop in MySQL 8. How do I count from 1 to 10 using pure SQL?

Turns out, it’s “pretty simple” (as everything is when you know how) but the syntax is a bit of a challenge. So let’s dig into that next.

 

How to Count from 1 to 10 in MySQL 8 Using Recursive Queries

The simple solution to this is as follows;

WITH RECURSIVE myRecursiveExpressionName(iCanCount) as (
		SELECT 1
UNION ALL
		SELECT 
			iCanCount + 1
		FROM 
			myRecursiveExpressionName 
		WHERE 
			iCanCount < 10
)
SELECT 
	* 
FROM 
	myRecursiveExpressionName 
ORDER BY 
	iCanCount ASC
;

Which will produce a nice output as follows when running the query;

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10

Great. We can do some simple sequential “stuff”.

 

How to Use MySQL to Get the Dates Between Two Dates for Reporting

So, now it’s time to put this into practice. Let’s get a list of dates that we can use that are the definitive list of dates between two dates, such as the kind of thing that you would use in a situation that is measuring data and performance  and trends between two date periods.

WITH RECURSIVE allDatesBetweenTwoDates(myRecursiveExpressionName) as (
		SELECT '2023-10-01'
UNION ALL
		SELECT 
			myRecursiveExpressionName + INTERVAL 1 DAY 
		FROM 
			allDatesBetweenTwoDates 
		WHERE 
			myRecursiveExpressionName < '2023-10-12'
)
SELECT 
	* 
FROM 
	allDatesBetweenTwoDates 
ORDER BY 
	myRecursiveExpressionName ASC
;

Query Syntax

OK, this is all well and good with the examples. But what does it mean above? It’s fairly new syntax with MySQL and it isn’t easy to understand what it is actually doing. And the official documentation can be a tad difficult to interpret.

So let’s dig into this in a little more detail for what this all means in practice, I’ve added a few comments to the iCanCount example which helps explain what is going on…

-- MySQL While Loop
-- Think about this whole section with the WITH RECURSIVE bit as kind of like an in-memory virtual table with one column, called ‘allDatesBetweenTwoDates
WITH RECURSIVE myRecursiveExpressionName(allDatesBetweenTwoDates) as (
    		-- Non-Recursive Select Part...
    		-- Return initial row set
    		-- aka. Start Date
    		SELECT '2023-10-01'
UNION ALL
    		-- Recursive Select Part...
    		-- Return additional row sets
    		-- aka. End Date, with a stop expression via the WHERE clause
    		SELECT 
    			allDatesBetweenTwoDates + INTERVAL 1 DAY
    		FROM 
    			myRecursiveExpressionName 
    		WHERE 
    			allDatesBetweenTwoDates < '2023-10-12'
)
SELECT 
	allDatesBetweenTwoDates
FROM 
	myRecursiveExpressionName 
ORDER BY 
	allDatesBetweenTwoDates ASC
;

Which then nicely produces the a row for every date between those two dates;

  1. 2023-10-01
  2. 2023-10-02
  3. 2023-10-03
  4. 2023-10-04
  5. 2023-10-05
  6. 2023-10-06
  7. 2023-10-07
  8. 2023-10-08
  9. 2023-10-09
  10. 2023-10-10
  11. 2023-10-11
  12. 2023-10-12

 

Brilliant. Next it’s just back to your good old easy MySQL stuff to the data you want on those dates to join to the table of your choice to get the additional data you need. i.e. as a simple example;

WITH RECURSIVE myRecursiveExpressionName(allDatesBetweenTwoDates) as (
    		SELECT '2023-09-06'
UNION ALL
SELECT 
		allDatesBetweenTwoDates + INTERVAL 1 DAY
FROM 
		myRecursiveExpressionName 
WHERE 
allDatesBetweenTwoDates < '2023-10-06'
)
SELECT 
allDatesBetweenTwoDates
    	, IFNULL(SUM(my_table.my_summable_column), 0) -- Important to add the IFNULL check here to avoid NULLs returning as you can’t graph a NULL value
FROM 
	myRecursiveExpressionName 
    	LEFT JOIN my_table ON myRecursiveExpressionName.allDatesBetweenTwoDates = my_table.created_date
GROUP BY 
	myRecursiveExpressionName.allDatesBetweenTwoDates
ORDER BY 
	allDatesBetweenTwoDates ASC;

I have to mention though, while that last bit looks easy – this is going to be heavily dependent on your data, data quality and data relationships to get the exact data you need. This bit soon gets tricky when you have to include a WHERE statement, since the second you introduce a WHERE to filter data such as my_table.some_column_you_want_to_filter_on, then this will instantly get you back to the starting point as it removes all records where you just got a NULL/0 value, which is essentially the same problem at the start when trying to run;

SELECT my_date, COUNT(*) FROM my_table GROUP BY my_date;

Which fails miserably when there are missing records on certain dates. It’s surprising all of this is needed in this day and age. If only MySQL could create some kind of “WITH FILL MISSING DATES BETWEEN(fromDate, toDate)” kind of function/syntax to abstract all this kind of workings.

Has Stack Overflow Really Improved their Community Problems in 5 Years?

Almost 5 years ago to this day Stack Overflow published an acknowledgement to a long standing issue within the community in their post titled Stack Overflow Isn’t Very Welcoming. It’s Time for That to Change.

But has it? Really?

What are your thoughts reading this blog post, please leave a comment.

I’ve been a member of Stack Overflow for many many years in various guises. And over the years I’ve been ever more disengaged and disgruntled with the community on there. It’s such a shame, as it’s actually quite a handy platform if it weren’t for some members of the community. I don’t wish to tarnish the great people out there in the community who have genuinely helped me and others along the way. Hat’s off to you, the good people in the community provide real value.

I’m not going to listing all the problems about Stack Overflow in this blog post, simply do a quick Google search for “stack overflow community known problems” and you’ll soon see results including words such as “toxic”.

So I’m writing this blog post to ask Stack Overflow… Have you really changed?

What do you think as someone reading this blog post and is a user of Stack Overflow?

In a recent discussion with moderators on SO, I’ll post the full chat below for transparency, but the summary is that you have to only ask good questions (whatever that means…), and you can’t provide answers that the moderators disagree with, and content censorship is ripe.

Personally, I’d say the community is probably more toxic today than it has been in years. So I’m not seeing any positive change off the back of their acknowledgement 5 years ago of the problem.

Full transcript…..

Moderator Private Message
from moderators
sent yesterday
to
Michael Cropper’s user avatar
Michael Cropper
Hello,

We’re writing in reference to your Stack Overflow account:

https://stackoverflow.com/users/5611967/michael-cropper

Some of your recent interactions with other community members have violated our Code of Conduct. We get it; anyone who’s ever tried to engage with others online has probably been tempted to lash out at someone else. However, on our sites, we do require all participants to interact in a professional and civil manner. If another user has wronged you in some way, please do not respond in kind. Simply flag the content for moderator attention and move on.

In particular, we would like to call out the following interactions as being problematic and having contributed to sending this message:

“Not a gripe on your question as you clearly don’t know the basics (you will in time young Padawan…) but…. JavaScript Frameworks that aim to “simplify” things are just useless. You can’t skip the foundations.

Don’t take this personally, but if you don’t know this, you probably shouldn’t be using a JavaScript framework such as Express.js (or any other!). Using these kinds of frameworks is only going to hinder your growth and learning experience. Express.js (amongst many others) will probably be dead in the next few years and everyone is onto the next flavour of a JavaScript framework that has equally as many problems.”

“Given up with D3 JS. I’ve just been blocked from their community Q&A for asking questions similar to this (and other similar ones) for a basic working example. Only asking on StackOverflow because their official support channels are so bad.

Thanks for the people who have been trying to help on StackOverflow, much appreciated and some great ideas that have helped to try various solutions (Even though ultimately none of them worked, if only D3 could provide a pure JavaScript example without the reliance on JavaScript Template Literals, but they don’t have that…).

Not going to be exploring D3 further in any way at all based on the way I’ve been treated from their official support channels. Absolute bunch of clowns. If can’t get a basic HelloWorld example working, zero chance of a commercial conversation.”

You’ve left several of these “commentary answers”, and in the last instance, you made a screenshot of the answer that was deleted for not really being an answer. We expect answers to answer the question. If you want to comment, you have the commenting privilege. In addition, please don’t comment on how or little knowledge you think question posters have. Such assumptions never end well.

Please refrain from this behavior in the future. We take the Code of Conduct very seriously and we encourage you to take a moment now to review it. We’d like you to not only consider your intent, but also the impact your interactions are having on others. And while we hope it’s unnecessary, we want to make sure that you’re aware that future incidents of this type could result in your profile being suspended.

Regards,
Stack Overflow Moderation Team

add a new private reply
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==========

More fun from the SO community #FacePalm. Unfortunately this is why both I and many others disengage because it’s painful to engage. There are so many judgemental people in this community it’s such a shame as it actually isn’t helpful and this moderator message is a prime example of this in action.

Community downvoting things for no reason for a “bad question” – There is no such thing as a bad question. When did SO become a Q&A when someone asks “I want an apple” and someone gets downvoted for saying “Have you thought about having a banana as part of your 5 a day” These types of basic blindly asking and answering questions help no-one in the long run without context – copying and pasting code snippets as answers does not help the person asking the question for them to have a deeper understanding of why.

There are some really helpful people on SO, but it’s tainted by so many idiots unfortunately, and often in mod/senior positions controlling the content about what is acceptable and what isn’t. And the fact that this message is coming through is unfortunately part of the problem. Don’t take it personally, I don’t know any of you folk in the CC. I’m sure you’re all great folk, but honestly, this message just makes me disengage further from SO.

As for the question re. the JS Framework. I stand by that as a good solid answer that is going to help the person asking the question to move forward in their understanding. You may disagree, that’s your choice. I can’t even find that question any more on the site, probably because some other mod decided it was also a bad question to ask and has since removed it. Pretty awful behaviour to do this to a noob asking the question from memory (or the search function is awful and I can’t find the question again…). It’s best for the person asking the question to determine if the answer is good or not, not some mod hiding behind an alias and a keyboard.

As for the D3 JS question. That was MY question, and if it’s frowned upon to provide an honest answer to my own question, then there is no hope left in the world of SO. I don’t know how anyone other that me could accept an answer to my own question. You may not agree with my answer to my question, and that’s your choice. Doesn’t mean it’s a bad answer just because you don’t like it.

As for the SO mods censoring content… I mean… that also never really ends well with censorship.

Honestly though, this chat is just the final straw for me with SO. I will not be answering or commenting on anything for anyone else in the community to help them unless it directly helps me. It’s such a shame because I’ve always taken the mindset of pay it forward. If I get something from SO, then I try to take some time out of my day and provide a few insights and help others out along the way answering questions that I can help get them moving in the right direction – sorry if that’s not in the specific way you like but quite frankly if you are criticising someone for providing value then you’ve lost the plot as a platform. Unfortunately I won’t be doing that any more. Feels as though I’m wasting my time engaging with SO.

Good luck with the future. I’ll probably just engage with ChatGPT from this point forward, at least it doesn’t answer back and judge.

SO seriously needs to look deep and hard at the mods throughout this platform if it has any hope of surviving in the future.

Seems like nothing has really changed in 5 years….. https://stackoverflow.blog/2018/04/26/stack-overflow-isnt-very-welcoming-its-time-for-that-to-change/

Regards,
Michael

 

What is Docker?

Note: This blog post is entirely generated by AI with the prompt “Write a blog post titled “What is Docker” which is around 2000 words in length and include sub-headings to make the content easy to read. ” ….. Leave a comment on what you think…..

Docker is an open-source platform that automates the deployment, scaling, and management of applications inside containers. In simple terms, it provides a way for developers to package their applications and dependencies into a container, which can then run consistently on any system that has Docker installed.

Containers vs Virtual Machines

One of the key differences between Docker and traditional virtualization methods like Virtual Machines (VMs) is that containers share the host system’s operating system (OS) kernel, while VMs run on a full copy of the host’s OS. This makes containers much lighter and more efficient than VMs, as they don’t require the same amount of system resources or disk space.

Another important difference is that containers are isolated from one another, but share the host’s OS. This means that each container runs its own application and dependencies, but they are all running on the same underlying system. In contrast, VMs are completely isolated from one another and run their own OS, which can lead to compatibility issues between different systems.

Why use Docker?

Docker provides several benefits over traditional virtualization methods:

  1. Portability: Docker containers can run on any system that has Docker installed, making it easy to move applications between development, testing, and production environments.
  2. Scalability: Docker makes it easy to scale applications by adding or removing containers as needed, without having to reconfigure the underlying system.
  3. Isolation: Each Docker container runs in its own isolated environment, which helps to ensure that applications don’t interfere with one another.
  4. Consistency: Docker ensures that applications run consistently across different systems, as they are packaged with all of their dependencies.
  5. Ease of use: Docker provides a simple and straightforward way to manage containers, making it easy for developers to focus on writing code instead of dealing with complex infrastructure.

Docker Architecture

Docker uses a client-server architecture, with the Docker client communicating with the Docker daemon, which is responsible for building, running, and managing containers.

The Docker client and daemon can run on the same system, or they can communicate over a network. The Docker client sends commands to the Docker daemon, which then performs the requested actions.

Docker Hub

Docker Hub is a public repository for Docker images, which are pre-built packages that include everything needed to run a specific application or service.

Developers can use images from Docker Hub to quickly get started with building and deploying their applications, or they can build their own images and upload them to Docker Hub for others to use.

Dockerfile

A Dockerfile is a script that contains instructions for building a Docker image. It specifies the base image to use, the application and dependencies to include, and any configuration information that the image needs.

Once the Dockerfile has been created, developers can use the Docker build command to build the image and create a container from it.

Getting Started with Docker

Getting started with Docker is straightforward, as it only requires a few basic steps:

  1. Install Docker: To start using Docker, you’ll need to install it on your system. Docker is available for a wide range of platforms, including Windows, macOS, and various Linux distributions.
  2. Download a Docker image: You can either download a pre-built image from Docker Hub or build your own image using a Dockerfile.
  3. Run a container: Once you have an image, you can use the Docker run command to create a container from it and start it running.

Conclusion

Docker is a powerful platform that makes it easy to

 

Commentary on my opinion of the quality of the ChatGPT generated blog post

Honestly….. Not bad. Technically accurate too. But….. It’s only ~500 words in length, the content is very surface level and nothing really makes sense unless you know this stuff already which kind of makes it a bit pointless. The challenge here is that these topics are complex, the documentation is complex, there are lots of moving parts and actually the whole benefit to writing blog posts is not to write a high level overview of the topic, but to help readers truly understand so they can anchor their existing knowledge towards a new topic so they can get up to speed quickly.

Very gimmicky, entertaining but when it comes to something I would deem as high quality, it’s a long way off. I do like the headings it introduced though (formatted manually), but in reality, nothing that you can’t easily create the structure of a blog post with a tiny bit of research on the topic before jumping straight in.

How to Clone a Hard Disk (HDD or SSD)

This is a topic that comes up quite infrequently for many people and for most, never. It’s also one of the topics that is significantly more complex than it should be and one that is fairly poorly documented online about how to do this properly. Fundamentally this is a basic Copy & Paste exercise at best, but it’s made ridiculously complex by the underlying technical gubbins. So hopefully this blog post can clear up the steps involved and some of the considerations you need to make.

 

Old and New Disks

Disks come in many different shapes and sizes both conceptually and physically, with varying connectors and different underlying technologies. The nuances of these are beyond the scope of this blog post, but to put a few basics down to help conversation let’s look at a few of these at a high level.

We’ve previously covered off topics on the Performance of SSDs VS HDDs so take a look at that for some handy background info.

Summary being that you essentially have two types of hard drives;

  1. Mechanical Hard Disk Drive (HDD) – Has moving parts
  2. Solid State Drives (SSD) – Has no moving parts

See the above blog post for further insights into the differences.

Anyhow, the important point being for the purpose of cloning a hard disk is that you need to know the details of what you are going from and what you are moving to. Get this wrong and you can seriously mess things up in a completely un-recoverable way, so please be careful and if you aren’t sure what you are doing, don’t proceed and instead pass this onto a professional to do this for you.

 

Disk Connectors – IDE VS SATA

For the sake of simplicity, the two core connectors for disk drives fundamentally fall into either IDE (old) and SATA (new). Yes, the teckies who are reading this will say that this is garbage, and it is. But, in reality, for those reading this blog post, this is likely going to cover 99% of the use case.

In reality there are many types of disk connectors from PATA, SATA, SCSI, SSD, HDD, IDE, M.2 NVMe. M.2 SATA, mSATA, RAID, Host Bus Adapters (HBA) and more (and yes, not all of these are technically connectors… but for the sake of simplicity, we don’t care for this blog post). At the time of writing, the majority of people using the many other various types of disk connectors outside of the basics are generally going to be working within corporate enterprises which tend to operate on a bin and replace mentality from a hardware perspective for basic user computers and for data centres and server racks have setup with cloud native data storage with high availability and lots of redundancy. For many smaller organisations and/or personal use case, this is a goal to work towards.

Which is why we are covering this topic for the average user to help to understand the basics for how to clone a hard disk either if you are upgrading and/or are trying to recover data from a failing disk.

 

Adapters

Ok, so we’ve covered off the different types of hard disks, it’s time to look at how we connect them to a computer to perform the data migration. Here is where we need the correct connectors to do the job, and this isn’t straight forward.

For simplicity and ease, USB is likely to be the easiest solution for the majority of use cases. Note there is a significant difference in USB 1.0 VS USB 2.0 VS USB 3.0 when it comes to performance and to add to the complexity, there are also different USB Form Factors (aka. different shapes of the connector, but fundamentally doing the same thing) which adds to the confusion.

I work in this field, and I am continually surprised (aka. annoyed…) by the manufacturers who continually make this 1000x more complex than it needs to be. I for one am extremely happy that the European Union (EU) has decided to take a first stance on this topic to help to simplify the needless complexity by standardising on a single port type for charging devices. Personally I have endless converters, adapters, port changers, extender cables and more for the most basic of tasks. It’s a bloody nightmare on a personal level. And at an environmental level, just utterly wasteful.

Anyhow, to keep things simple again, there are a few basic adapters you probably need to help you with cloning a hard disk. These are;

  1. USB External SATA Disk Drive Connector / Adapter Cable (buy here)
  2. USB External SATA, 3.5” IDE, 2.5” IDE Disk Drive Adapter Tool Kit (buy here)

 

Connectors, Adapters and Speed

This is a complex topic, and one that quite frankly I don’t have the time to get into the details of – mainly because the manufacturers don’t make this easy and/or make this far more difficult than it should be. You see, we have things such as USB 1, 2, 3, SATA 1, 2, 3, IDE, 1, 2, 3 etc. and I just don’t have the mental capacity to care about too much the differences between these things. I work with what is available and adapt as needed.

The reality is that each and every connector or adapter has a maximum data transfer rate based on the physical materials and hardware that the device has been manufactured from.  Everything has limitations and manufacturers don’t make this info easily accessible and/or understandable to the average joe.

 

Unique IDs of Disk Drives

Right, so now we’re onto the actual hard disk data migration. Now things get fun, and possibly dangerous – so be careful.

Almost every guide I’ve read online skims over this really important point, and it’s probably the most crucial point to take into account – which is to know your IDs, your Unique Hardware Identifier.

For a bit of background as it’s important to understand. For those with a software engineering and/or database background, you will be very familiar with a Unique Identifier for a ‘thing’. Well, with hardware manufacturing, they also do the same thing. For every physical chip that is manufactured, this is generally embedded with a hard coded unique identifier which both helps, and hinders, in many different ways, but that is a topic for another discussion. For example, the sensors that we use on the GeezerCloud product have a Unique ID for every single sensor that we use.

Anyhow, the most important aspect of what I want to mention for this blog post is that all disk drives have a unique identifier. Thankfully this identifier is printed on the physical disk that you have in front of you. It’s printed on the sticker that is physically attached to the disk.

Make a note of the ID of the Disks.

I cannot stress this enough. Make sure you have the IDs of the disks you are working with to transfer data from and to. Make a note of the labels printed on the physical disks so that you can ensure you are transferring data from the right source and to the correct destination.

There is no going back from an incorrect action at this step.

 

Physical Disks, Partitions and Bootable Disks

Next, before we actually get onto to the migration, it’s important to understand the context. There is a Physical Disk connected to the computer, but then we have Partitions and Boot Partitions to contend with along with both physical and logical volumes. Volumes is just another word for Partition.

This all depends on your specific use case. For example, if the disk you are cloning is from an external USB hard disk, then this probably doesn’t have a bootable operating system setup as it is just there to store basic data. Whereas if you are upgrading your primary disk that runs your operating system, then you will have a Boot Partition which is the part of the disk that runs a piece of software called the Boot Loader which is responsible for booting the operating system you have installed.

For Example;

As you can see above, with 1x physical disk drive, whether that is a Hard Disk Drive (HDD) or a Solid State Drive (SSD), they ultimately have the same bits under the hood to make the disk work as it should based on you requirements – either as a Bootable Disk or a Non-Bootable Disk.

To explain a few concepts;

  1. The Master Boot Record (MBR) was for disks less than 2 TB in size. In reality these days, most disks are larger than 2 TB in size, so as a general rule of thumb, you are probably best always using Globally Unique Identifier Partition Table (GPT) when managing your disks. MBR has a maximum partition capacity of 2 TB, so even if your disk is 10 TB, the maximum size of any one partition is 2 TB, which soon becomes a pain to manage. Compared with GPT which has a maximum partition capacity of 9.4 ZB, so you’re good for a while using this option
  2. Primary Partition, this is where your operating system is installed and your data saved
  3. Another Partition, this is just an example where some people use multiple partitions on the disk to manage their data. In reality, for basic disks you are likely only using one primary partition for standard computer use. When you get into the world of Servers and Data Management, then you end up having many logical partitions to segment your data on the disk for the virtual machines using that data, but that’s out of scope of this blog post.

I have seen this a few times in practice when computers have come my way to fix after a ‘professional’ had already apparently fixed something and clearly it wasn’t done correctly. One recent example was with a 3 TB disk drive, yet only 2 TB of it was available for use as it had been configured with only one partition which had a maximum of 2 TB of size. Clearly the person setting this up didn’t really look too closely at anything they were doing, particularly as their primary ‘fix’ was to replace a 3 TB disk drive with a 120 GB disk drive, then the end person using the machine was sat wondering why nothing no-longer worked and the only way they could access their files was from an external USB drive. #FacePalm

 

Windows Disk Management

So what does all this look like in practice? Well, thankfully Windows 10 comes with a handy utility called Disk Management. To access this, simply right click on the Windows ‘Start Menu’ Icon and click on ‘Disk Management’.

To bring the above conceptual diagram into focus, here is a real example of what this looks like with multiple disks to a computer;

In the above example you can see that there are 4x disks connected to the machine. One is the main disk used for the operating system and the other three are external USB hard drives in this example. What is a tad annoying with this user interface though is that it isn’t clear exactly which disk is which, so you have to be extremely careful. To any user Disk 0, 1, 2, 3 doesn’t really mean anything so at best you have to try and align the disk sizes to what you can see within your ‘This PC’ on your Windows machine.

Thankfully when you Right Click on one of the rows and click on Properties, you can see the name of the disk come up as can be seen below;

This info will come in extremely handy when you start plugging in some disk drives that you are going to be working with. It’s essential that you are moving data from the correct disk to the correct disk.

 

Plugging in Your Disks

Ok, so now we’ve covered off the background topics for how to clone a hard disk, it’s time to jump in and give this a go. You must take this a step at a time to ensure you are 1000% confident that you are sure that you are doing the right thing. As I have said many times already, if you get this bit wrong, it’s going to be very disruptive – particularly if like many people you still don’t have 100% of your data backed up in the cloud.

So, here’s what you’re going to need;

  1. Old Disk
  2. New Disk (Contact us if you need us to supply and we can price things up if you aren’t sure what you’re looking for)
  3. USB External SATA Disk Drive Connector / Adapter Cable (buy here)
  4. USB External SATA, 3.5” IDE, 2.5” IDE Disk Drive Adapter Tool Kit (buy here)

Make a note of the IDs of your disks from the labels on the physical disk drive. You should see these exact names show up in Windows Disk Management Utility Software. It is these IDs that you will need in the next step to make sure you are cloning the data from and to the correct disks.

One item to note is that if you are using a brand new disk for your New Disk, then you will need to Initialise the disk using GPT via Windows Disk Management Utility Software when prompted once it is plugged in. For disks that you are re-using then this initialisation step usually doesn’t appear.  For new disks you will also need to right click on the unallocated area of the disk and select New Simple Volume, then give the Volume (aka. Partition) a size and a Drive Letter then you can format the new partition so you can use it going forwards. Then the drive is ready for use.

 

Clone Hard Disk Software

There is a small handful of software available both commercially and open source for cloning disk drives, with significantly varying usability aspects. For simplicity, we’re going to take a look at one of the easier to use pieces of software called Acronis True Image for Crucial.

Aconis is a commercial product, but many manufacturers have a free Clone Disk feature within Acronis, such as for Crucial Disk Drives the above software works. There are a lot of makes/models of disks on the market, so if in doubt about what software works best with your hardware, then contact the disk drive manufacturer directly via their support channels and they can advise best which software works best with your hardware.

There are also lots of super technical open source options available, but personally I’ve just not had time to play with these since this is fundamentally a basic copy and paste job fundamentally so it should have a user interface for allow anyone to do this kind of thing in my opinion.

Here are a few images of the setup I was playing with for the purpose of this blog post;

 

Open Up Clone Disk Tool in Acronis

When you have Acronis open, select the Clone Disk tool. Note, this can take a while to open up, so be patient.

 

Select Automatic Clone Mode

This is the mode that is most common to use which handles everything in the background for you. The Manual mode gives you much more control but can often be a bit overwhelming if you aren’t too familiar with some of these concepts.

 

Select Source Disk

This step is particularly important, make sure you select the correct ID that is printed on the hard drive sticker so you are confident you are moving data from the correct disk drive.

You’ll notice the handy info that Acronis displays at the bottom which shows how the partitions on the drive are currently set up and what is and isn’t being used. This comes in very handy in the next step, particularly as in this case the data is being migrated from a 500 GB HDD to a 120 GB SSD. Your math is correct, that doesn’t fit – but – Acronis is smart enough to only transfer the data that is being used which means that in this scenario the data will fit.

 

Select Destination Disk

Same as the previous step, make sure you are selecting the correct disk based on the IDs of the disk that is printed on your physical disk.

 

Select the Cloning Method

Next, select the cloning method you are doing. In my case both the old and new disks are connected via USB and are going to be used on another machine, not the machine that Acronis is installed and being run from. Generally speaking, when disk drives start failing, the machine they live in also becomes fairly unresponsive and/or just extremely sluggish. So it’s often easier to whip out the old disk drives and get them plugged into a decent computer that can do the grunt work.

 

Confirm Settings and Start the Cloning Process

The final step is just confirming what your new disk will look like both at present and after the conversion process. In this example, this is an existing disk that is being flattened and re-purposed which is why the before info shows that the disk is full. If you are using a brand new disk, this will show up mainly empty as there will be nothing on it.

Now it’s just a case of sitting back and waiting. I’ve mentioned already Acronis is a slow piece of software for whatever reason. Just getting to this point probably took around 45 minutes believe it or not. The cloning process takes even longer. So make sure everything has plenty of juice to keep the power on throughout the process or you’ll end up losing a lot of time going through this process again.

 

Disk Clone Successful

Woo! Finally, the cloning process has been complete. Now it’s just a case of plugging the new disk drive back into the computer you took the old one out of and everything should be back to normal, working fast again etc. If you do get any problems with this point, then generally the clone will have failed, even though Acronis says that it has worked. i.e. missing a bootable sector or some other form of corruption that is going to be near impossible to get to the bottom of.

 

Backups, Cloud, Redundancy Etc.

Ok, so we’ve run through the process of cloning hard disks either from HDD to HDD, HDD to SSD or SSD to SSD. Whatever your situation has been. What we haven’t covered off on this blog post yet is around backups, cloud and data redundancy etc. So let’s keep this topic really simple… your hard drives will fail at some point, so plan for it.

Use cloud service providers for storing your data, they have endless backups in place that are handled for you automatically without ever thinking about it. If you only have your data on your main hard disk in your computer, there is a chance that when your disk fails, you will permanently lose your data. Do not go backing up important data to external hard drives, this is manual, error prone and is still likely to result in some data loss for your data when one or more of your hard drives fail.

This is a topic that I could go into for a long time, but will avoid doing so within this blog post. Instead, let’s just keep things simple and ensure your data is backed up to the cloud. And make sure you can easily recover from a failed hard disk and be back up and running within hours, not weeks.

 

Notes on Failing Disks

Important to note that if you are working with a failing disk, then you can pretty much throw all of the above out of the window. Give it a go, but it’ll probably fail. You are probably best off getting a new disk drive and installing Windows 10 from scratch then you can copy the files over that you need (and backing them up to the cloud!). It’s a bit painful doing this but often it’s the only route when the disk drive has gone past the point of no return and is intermittently failing and doing random things. I’ve seen random things such as monitors flashing on/off with the Windows desktop going blank then back again on a repeat through to disk recovery software failing when it tries to read one single bit of data on the disk, usually about 95% into the process. It’s always best not to get to this point. Some other nuances I’ve seen is that BIOS wasn’t detecting the disk after an apparent successful clone, yet I could see the drive in Windows Device Manager when plugged into another machine, but it wasn’t showing up in Windows Disk Management. All very odd.

When thing get to this point, it’s time to just give up on the old disk, get Windows installed on a brand new one and salvage what you can. Learn your lesson and don’t make the same mistake twice. There are advanced recovery (and costly) options available to do deep dive recovery of data, which again on failing disks can even still be a bit hit and miss so you could be throwing good money after bad trying to recover this data, but it all depends on how important that data is to you.

 

Check What Your Old Disk is Using – GPT or MBR

Something we didn’t go into in too much detail so far but is important to mention. GPT VS MBR – Make sure you check what the old disk is configured as. Or you’ll be repeating the processes again, or be forced to use a commercial bit of software to change GPT to MBR or the other way round. To do this, within Windows Disk Management, simply Right Click on the old drive and select Properties, then click on the Volumes tab where this info will be displayed. In this case we can see that the old drive is using MBR, so it’s best to configure the new disk drive also to use MBR because the computer this came from could (and likely will) have certain limitations at the BIOS layer about if MBR or GPT is supported (aka. UEIF Mode either Enabled or Disabled).

Note, Acronis is a pretty dumb and opinionated piece of software. It assumes that the Destination Disk Partition Mode (MBR VS GPT) is determined purely based on the computer that Acronis is running on. This is dumb, and quite frankly a fundamental flaw in the software in my opinion. In the vast majority of use cases in my experience, the Source Disk and Destination Disk are going to be plugged into an independent computer that is merely there to perform the copy and paste job.

MBR VS GPT is a Legacy VS Modern topic that is beyond the scope of this blog post. But what is important to note beyond the disk drive is that this comes down to the Motherboard’s BIOS Settings in relation to UEIF which is either Enabled or Disabled. Even still, there can be many compatibility issues in this space.

Sometimes, it’s just more effort than it is worth trying to upgrade a computer though. If it’s old, the Old HDD is old, then all the other components are old and slow. Sometimes it’s just more economic to throw away (recycle) the old and get a brand new computer and/or start with a fresh installation of Windows and go from there.

There are many bits of software that can help with cloning disks include: Clonezilla, Macrium Reflect Free, DriveImage XML, SuperDuper and many more. Many come with free basics and trial periods, but generally if you want to do something in full with an easy user experience, then you’re going to be using the commercial offerings.

After personally getting rather frustrated with Acronis, I decided to have a little rant on the Acronis Support Forums. Summary being “Unfortunately this is very unlikely to change for all users of Acronis True Image!  This is because Acronis no longer support or develop this product.” And “The MVP community have been asking for this for some years but without any success.”. Not a very positive message, but at least an honest one from a senior member of the community given the lack of engagement from Acronis directly.

 

Summary

Hopefully this has been a helpful and detailed blog post for how to clone a hard disk drive (HDD) or solid state drive (SSD) and how you can handle this process for either failing disks or just upgrading disks to newer, faster and larger models.

Please take care when performing these actions and if you aren’t sure what you are doing, then leave this to the professionals. There are a lot of nuances with these types of actions which can be extremely destructive if you get this wrong. Be careful.