| Full Text | 
				SYSTEM AND METHOD FOR CACHING DATA 
FOR A MOBILE APPLICATION 
BACKGROUND 
This invention relates to the field of computer systems. More particularly, a 
system and methods are provided for caching data on a mobile device. 
Applications operated on mobile devices (e.g., laptop computers, personal digital 
assistants, mobile telephones) have generally been designed for either online or offline 
use. Both types of mobile applications tend to use some form of browser to interact with 
a user. Online applications enjoy continual access to an enterprise server (e.g., central 
database server). Offline applications, in contrast, operate with minimal or no contact 
with an enterprise server. 
More specifically, an online mobile application can access data on the enterprise 
server whenever needed, thereby possibly obviating any need to store data locally. 
However, because of the "always connected" nature of an online mobile application, 
connection costs (e.g., for wireless air time) can be quite high. 
Also, an online mobile application generally suffers from unpredictable latency. 
When the online application transmits a request to the server, the response time depends 
upon the level of usage of the mobile device"s wireless network in addition to any 
congestion at the server. Further, usage of the online application may be geographically 
limited, depending on the extent of the wireless network, and may be prohibited in some 
locations (e.g., airplanes, hospitals). 
Yet further, online mobile applications often access data in sets, such as entire 
web pages, data tables, etc. When a data item needs to be replaced, the entire dataset may 
be replaced rather than just the one item. This can be inefficient and increase the cost of 
operating the application. 
One reason mobile applications tend to access data in sets (e.g., entire web pages), 
is that the data are tightly coupled to the presentation of the data. In particular, when data 
are copied or downloaded to a client device for a mobile application, each collection of 
data (e.g., a table, a set of database rows or fields) is typically conveyed within the page 
in which it will be displayed. Thus, the data cannot be displayed on the client except in 
that page. Because each set or collection of data may be stored with a full display page, 
and many pages may be identical except for their encapsulated data, much storage on the 
client may be wasted. 
In contrast to an online application, an offline mobile application does not enjoy 
continual access to data maintained by the enterprise server. Some data (e.g., a snapshot) 
from an enterprise server may be copied onto or replicated on a mobile device. Although 
the offline application may always be usable (e.g., when offline from the server), it will 
not always have fresh data, and it can only access data that were copied to it. 
An offline mobile application configured to use data snapshots is usually required 
to synchronize its stored, offline data with an enterprise server on an occasional or 
periodic basis (e.g., once per day). The frequency of synchronization is generally 
unrelated to the frequency with which data items are accessed or modified on the mobile 
device. Thus, many transactions or operations may be performed on the mobile device 
using stale data. And, synchronization may entail high overhead, as a large amount of 
data will often be exchanged - even data that have not changed and do not need to be 
refreshed. For example, an entire web page or set of web pages may be downloaded or 
exchanged even though only one data item in a page needs to be updated. 
Because of the infrequent rate of data synchronization, offline mobile applications 
are not suitable for use with data that are highly dynamic. In addition, an offline mobile 
application is often required to maintain a transaction log of all data changes made by the 
application, in order to facilitate synchronization. 
In general, enterprise data stored on a mobile device, for use with a mobile 
application, may have varying longevity. Some data points or items may be valid for 
long periods of time (e.g., a product description, an address); other data points or items 
may be invalid after only a relatively short period of time (e.g., a stock quote, a currency- 
conversion rate). Existing mobile applications and client databases typically are not 
configured to recognize or consider the longevity of downloaded data. 
Further, mobile client applications that attempt to provide significant functionality 
to users tend to require robust software and/or hardware configurations (e.g., a Java 
Virtual Machine, an HTTP listener, a servlet engine). Such requirements prevent the use 
of smaller, more restrained client devices, such as Personal Digital Assistants (PDA) or 
smart telephones, and also add overhead to client operations. 
SUMMARY 
In one embodiment of the invention, a system and methods are provided for fine- 
grained caching of data for use with an application executing on a mobile (e.g., wireless) 
device configured for use in a third generation wireless network or other enterprise 
network. In this embodiment, the device need not always access a central or master 
source of the data (e.g., a data, web or application server) and can use the cached data in 
an online or offline mode. Traditional synchronization operations between the device and 
the data source are unnecessary, as data cached on the mobile device may be selectively 
refreshed when needed. Thus, benefits of both modes of operation (e.g., fresh data, 
acceptable connection costs) are obtained. 
In an embodiment of the invention, data are cached in cache tables implemented 
as part of a local DBMS (Database Management System) of a mobile device. In this 
embodiment, a cache table is a table whose content (e.g., rows) are retrieved from a 
server, on demand, and cached locally according to cache control instructions associated 
with the content. A subset of the columns (or attributes) of a cache table is designated as 
the "access parameters" for the cache table. To retrieve data from a cache table, a value is 
provided for each of the access parameters. These values constitute an argument for one 
instance of the cache table. If the row(s) with those argument values are not in the local 
database, or have expired, the DBMS will contact the corresponding server to retrieve and 
cache the rows. 
For example, if a cache table is configured to report inventory figures for various 
warehouse locations in response to a specified part number, the cache table columns may 
include a part number, a warehouse number, and a quantity of the part stored in a 
corresponding warehouse. The part number, which is supplied as part of a query, may be 
an access parameter for the cache table. For each unique part number, a separate instance 
of the cache table includes a set of rows (a result set) that reports quantities of the part 
stored in each warehouse. 
In an embodiment of the invention, data caching is separated from application 
logic by encapsulating data caching policies within the cache tables. This relieves 
application developers from having to code caching policies as part of the application 
logic, and permits a database administrator to define caching policies. 
In another embodiment of the invention, an algorithm is provided to define the 
data and transactional semantics of cache tables, in a manner that is consistent with the 
ACID (Atomicity, Consistency, Isolation, and Durability) properties of database 
transactions. In particular, data stored in a cache table have associated periods of validity, 
which may be specified by a data source from which the data were obtained. Data may 
also have associated cache control information indicating whether, and how long, they 
may be used after becoming invalid, if no connection to the server is available. When a 
local database operation affects a cache table, the algorithm is applied to determine 
whether to use the cached data or attempt to refresh the data from the data source. The 
algorithm may consider whether a connection is available to the data source, whether the 
data are locked by the same or another transaction, whether the data are invalid, whether 
the associated cache control information allows the data to be used while invalid, etc. 
Illustratively, an embodiment of the invention enables a mobile device and 
application to access local data offline, and selectively refresh specific data (e.g., cache 
table result sets) as needed. As a result, connection costs (e.g., to a data source) and the 
use of stale data are minimized. And, because the cache table is a table, all mobile 
database applications can reap the benefits afforded by cache tables without having to 
write extra code in the application logic. 
DESCRIPTION OF THE FIGURES 
FIG. 1 is a block diagram depicting a mobile computing environment suitable for 
implementation of an embodiment of the present invention. 
FIG. 2 is a block diagram of a client device configured to cache data on a mobile 
computing device, in accordance with an embodiment of the invention. 
FIGs. 3A-B comprise a flowchart illustrating one method of using and refreshing 
a cache table in accordance with an embodiment of the invention. 
FIG. 4 depicts a mobile client device equipped with an intelligent client agent, in 
accordance with an embodiment of the invention. 
FIG. 5A is a flowchart demonstrating a method of operating a dispatcher, within 
an intelligent client agent, to process a requested page, in accordance with an embodiment 
of the invention. 
I"IGs. 5B-C comprise a flowchart demonstrating a method by which a script 
engine may assemble a page within an intelligent client agent, in accordance with an 
embodiment of the invention. 
FIG. 6 depicts a cache table, according to one embodiment of the invention. 
FIGs. 7-11 demonstrate illustrative formats for communications between a client 
device operating a cache table and a data source associated with the cache table, 
according to one embodiment of the invention. 
DETAILED DESCRIPTION 
The following description is presented to enable any person skilled in the art to 
make and use the invention, and is provided in the context of particular applications of the 
invention and their requirements. Various modifications to the disclosed embodiments 
will be readily apparent to those skilled in the art and the general principles defined 
herein may be applied to other embodiments and applications without departing from the 
scope of the present invention. Thus, the present invention is not intended to be limited to 
the embodiments shown, but is to be accorded the widest scope consistent with the 
principles and features disclosed herein. 
The program environment in which a present embodiment of the invention is 
executed illustratively incorporates a general-purpose computer or a special purpose 
device such as a mobile computer, a PDA (Personal Digital Assistant), a telephone, etc. 
Details of such devices (e.g., processor, memory, data storage, display) may be omitted 
for the sake of clarity. 
It should also be understood that the techniques of the present invention may be 
implemented using a variety of technologies. For example, the methods described herein 
may be implemented in software executing on a computer system, or implemented in 
hardware utilizing either a combination of microprocessors or other specially designed 
application specific integrated circuits, programmable logic devices, or various 
combinations thereof. In particular, the methods described herein may be implemented 
by a series of computer-executable instructions residing on a suitable computer-readable 
medium. Suitable computer-readable media may include volatile (e.g.. RAM) and/or 
non-volatile (e.g., ROM, disk) memory, carrier waves and transmission media (e.g., 
copper wire, coaxial cable, fiber optic media). Exemplary earner waves may take the 
form of electrical, electromagnetic or optical signals conveying digital data streams along 
a local network, a publicly accessible network such as the Internet or some other 
communication link. 
Introduction 
In one embodiment of the invention, a system and method are provided for fine- 
grained caching, on a mobile device, of data used by an application executing on the 
device. In this embodiment, application data are stored in a database (e.g., a DBMS) 
comprising one or more cache tables configured to monitor the validity and/or usability of 
cached data. 
In this embodiment, a cache table not only caches one or more data rows, but also 
stores, or is associated with, cache control information that describes the validity of the 
data, where or how to get a fresh copy of the data, etc. When an application accesses the 
cache table, the local DBMS inspects the desired data and, if still valid, serves it. If the 
cached data are no longer valid, the local DBMS requests updated data from the server if 
a connection to the server is available. Instead of retrieving a large set of data in order to 
update a single (invalid) data row, just that row may be retrieved. 
In an embodiment of the invention, a cache table is a database table of data that 
can be retrieved on demand from a data source (e.g., enterprise server, database server, 
web server, application server), and stored in a local (e.g., mobile) device. 
Communications between the server and the device may employ any suitable protocol, 
such as HTTP (Hyper Text Transport Protocol), SOAP (Simple Object Access Protocol), 
WAP (Wireless Access Protocol), etc. A server hosting a data source may be configured 
to execute CGI (Common Gateway Interface) programs, servlets, applets, Java methods 
or other modules to implement interfaces associated with cache table specifications 
described herein. 
In one embodiment of the invention, a cache table is compatible with a database 
programming model, so that a mobile application can access the cached data through a 
standard interface, such as ODBC (Open Data Base Connectivity) or JDBC (Java Data 
Base Connectivity). A mobile application that uses a local database of cache tables can 
therefore be written using a normal database model and interface. The database, through 
its cache table(s), manages data validity, retrieves updates for invalid data, and so on. 
The data and transactional semantics of cache table may be designed to follow industry 
standard transactional semantics. 
Because the mobile device may not always be actively communicating with an 
enterprise server (or other central/master data source), and because data retrievals can be 
limited to just those data items that are invalid, connection costs can be kept relatively 
low. And, because of the limited number of accesses that must be made to the enterprise 
server, there is less of a problem with erratic performance resulting from unpredictable 
latency. 
In another embodiment of the invention, an intelligent client agent is provided for 
enhancing operation of an offline application executed on a mobile computing device 
(e.g., a Personal Digital Assistant (PDA), a laptop or notebook computer, a smart 
telephone). In this embodiment, the client agent enhances the operation of the offline 
application by selectively enabling online access and separating application content from 
the presentation format of the content. Content and presentation may be separated by 
storing the data separately (e.g., in a cache table, snapshot or regular database table) from 
the presentation description or format of an application page. When an offline application 
needs a page, the client agent reconstructs the application page from the presentation 
description and data stored in the local database. The client agent may go online to 
retrieve volatile data and/or data that are stale; the client agent may also facilitate 
synchronization of a client snapshot with a server. Further, a client agent may enable a 
server to push information to a client cache table or database (e.g., using a push listener), 
and may also support voice-based interaction with a client application. 
FIG. I depicts an illustrative mobile computing/communication environment in 
which an embodiment of the invention may be implemented. In this embodiment, 
enterprise server 150 is accessible through a direct wireless link 130 and/or network 140, 
which may comprise the Internet. Users of mobile devices 102a - 102d therefore access 
server 150 directly or though a series of communication links. A user"s mobile device 
may be a laptop or other portable computer, a PDA, a telephone, a two-way pager or 
other device. 
In one embodiment of the invention, a client database or DBMS may include one 
or more snapshots of server data in addition to any cache tables. In this embodiment, a 
cache table stores data that may have originated anywhere (e.g., the client, any remote 
server or other system), along with information regarding the validity of the data. A 
snapshot stores data from a server or other source that is explicitly synchronized with the 
server. Illustratively, snapshot data may always be available when offline, while cache 
table may or may not be usable offline, depending on the validity of the data. Finally, 
regular database tables may be used store data generated by, and/or only used by, the 
client. 
Cache Table Concepts 
FIG. 2 is a block diagram of a mobile client device suitable for implementation 
with an embodiment of the invention. Device 200 comprises mobile application 210, 
database 220 and communication module 230. 
Mobile application 210 is an application that uses or draws upon data stored in 
database 220. Database 220 may be configured to store any type of data (e.g., textual, 
numerical, graphical, video) for use by application 210. Database 220 includes one or 
more cache tables for caching the data, such as cache table 222. Database 220 also 
includes associated cache control information 224. Further details regarding cache tables 
and cache control information are provided below. 
Communication module 230 is configured to access a server or data source that 
stores current or master versions of data cached in database 220. Thus, as described 
below, database 220 may periodically access the server, through communication module 
230, in order to download new data, fresh data, updates to cached data, etc. 
Communication module 230 may be directly operated by the database, or the database 
may access the communication module through application 210, an operating system or 
other entity. Thus, communication module 230 may be coupled to mobile application 
210 in addition to, or instead of, database 220. 
In embodiments of the invention described herein, database 220 is a DBMS 
(Database Management System) product offered by Oracle® Corporation, such as Oracle 
9i Lite. 
In an embodiment of the invention, a cache table can be characterized by a four- 
tuple in the form . In this form, S defines the schema or structure of the 
cache table, C defines constraints placed on the cache table, O represents a set of 
supported operations, and P represents a set of protocols for retrieving or updating cache 
table content (e.g., when the mobile device is connected or intermittently connected to a 
data source). 
CACHE TABLE SCHEMA 
In one embodiment of the invention, the schema, S, of a cache table is defined by 
three things: the name of the cache table, a list of column definitions describing the 
structure of the cache table, and a list of access parameters. A cache table name may 
adhere to table-naming conventions of SQL (Structured Query Language) databases. 
A column definition comprises an identifier and an associated data type. Each 
identifier corresponds to a column name of the cache table, and may follow a column- 
naming convention. The access parameter list is an ordered list of a subset of the column 
identifiers of the cache table. 
Because the cache table schema, S, describes the structure of a cache table, it also 
defines the structure of each instance of the cache table. In this embodiment of the 
invention, a cache table instance comprises all rows of the cache table that have identical 
values for the access parameter column(s) of the access parameters. An argument 
comprises a list of values - one for each access parameter of the cache table. Thus, an 
instance is a set of rows of the cache table with the same argument. 
The result set of a cache table instance comprises a set of rows of the instance, 
each row comprising a list of columns that are not in the access parameters. That is, a 
result set is a projection of a cache table instance on the non-access parameter columns of 
the cache table. A specific instance of a cache table may be indicated by the name of the 
cache table followed by the corresponding argument value. 
FIG. 6 depicts an illustrative cache table, according to one embodiment of the 
invention. Inventory cache table 600 includes three columns: Part// 602, Warehouse?/ 604 
and Quantity on Hand (QOH) 606. In this cache table, the access parameter comprises 
just Part// 602. Thus, two arguments are shown: the values 1234 and 9876. 
Based on the two arguments, two instance? of the Inventory cache table are 
shown. One instance comprises three rows having the Part# 1234, and the other 
comprises two rows having the Part# 9876. The columns of cache table 600 that are not 
part of the access parameter form the result sets for the two instances. 
In this embodiment of the invention, an illustrative cache table may be defined 
according to the following SQL (Structured Query Language) syntax:  ::— 
CREATE CACHE TABLE  (  
[ ] 
[, ACCESS PARAMETERS ()J ) 
USING  
whore  ::=  [ {,  }... ] 
Using this illustrative SQL syntax, a sample cache table may be defined as 
follows: 
CREATE CACHE TABLE Inventory 
(part# char(4), warehouse char(8), qty number(10), 
PRIMARY KEY (part#, warehouse), 
ACCESS PARAMETERS (part#)) 
USING InventoryTDP TYPE updateable AT MyCompanyDS; 
The schema. S, of the illustrated cache table is "Inventory (part# char(4), 
warehouse char(8), qty number (10))." One access parameter is specified: part#. The 
result set for the cache table comprises a set of rows, each of which contains two 
columns: a warehouse identifier and the quantity of the specified part that is stored in the 
warehouse. Following sub-sections describe portions of this sample cache table 
definition in further detail. 
In general, the schema for a cache table T may be written as T(a1, ..., am, r1, ..., 
rn), where T is the cache table name, a1, ..., am is the list of access parameters and r1, ..., 
rn are the cache table result set columns. Thus, the sample cache table may be represented 
as: 
lnventory(part#, warehouse, qty) 
An instance of a cache table may be written as T(V1. ..., vm), where vs is a value 
for access parameter a,. In this instance, the tuple  constitutes the argument 
of a specific cache table instance, and each row of the corresponding result set is of the 
form . Each row of a result set may be considered a separate result. The term 
"cache table" may be used herein to refer to a cache table having a particular structure 
(schema), or an instance of that cache table. 
A set of instances of a cache table may be termed an "extension" of the cache 
table. An extension of a cache table is defined to include all instances of the cache table 
that are stored in the local database or DBMS. The extension of a cache table T may be 
written as E(T). 
For a cache table, two predicates are defined with relation to each row of its 
extension: is Valid and isUsable. As described further below, the isValid predicate may 
be used to determine whether a row is valid (e.g., at the time of a query execution), while 
isUsable may be used to determine whether the row is usable. Illustratively, if a row is 
valid, then it is usable, but if it is invalid, it may or may not be usable. 
In one embodiment of the invention, a cache table may be used in multiple ways 
in an SQL statement. A reference to the cache table name alone (e.g., Inventory) is 
interpreted as a reference to the extension of the cache table. Thus, the SQL statement 
"Select * from Inventory" will return all rows of all result sets of all instances of the 
cache table Inventory that are currently stored in the local database. The local DBMS 
may not check for validity of usability of the rows nor make any attempt to refresh cache 
table instances. Illustratively, this type of reference may be limited to queries, and may 
not be usable for updates. It may be considered a "dirty read" of the cache table. 
A reference to a cache table that includes a full set of argument values (e.g., 
constants) for an access parameter will return one instance of the cache table. Thus, the 
statement 
Select * from Inventory("P123") 
will return a table of "part//", "warehouse" and "qty" data for part number "P123." With 
this type of reference, the local DBMS will use the flowchart shown in Figures 3 A and 
3B (described below) to refresh the instance if needed. 
Another reference to a cache table, within an SQL statement, may include at least 
one variable within the argument. If the reference (e.g., in a query) is valid (i.e., a value 
can be bound to the variable), this type of reference returns one or more instances of the 
cache table. Thus, the statement 
Select p#, partName, warehouse, qty From part P. Inventory(P.p#) 
can be used to obtain result sets of inventory for pail numbers in the part table. If no 
values can be bound to the variable, the query is considered invalid. With this type of 
reference, the local DBMS will use the flowchart shown in figures 3A and 3B to refresh 
the instances if needed. 
The preceding example demonstrates how a cache table access parameter can be 
bound to a column or expression of another table, including a result set of another cache 
table. Illustratively, a fully qualified column specification of a cache table column may 
use an alias for the cache table name, as in the following: 
SELECT P.p#, P.pname, Inv.qty 
FROM P, Inventory(P.p#) Inv 
WHERE Inv.qty > 100 
CONSTRAINTS 
In an embodiment of the invention, constraints may be defined on any cache table 
extension (i.e., set of cache table instances). Thus, the column list of a cache table can be 
used to define constraints on the cache table. For example, primary and foreign key 
constraints may be defined in the definitions of columns of the cache table (e.g., if they 
are single attribute keys), or may be defined in a Primary Key or Foreign Key clause in 
the constraints portion of the cache table definition. 
The sample Inventory cache table defined above includes one constraint, a 
primary key consisting of part# and warehouse. This means that, for a given part#, the 
result set may contain many rows or results, but no two rows in the result set will have the 
same warehouse value. 
When defining the constraints, C, of a cache table, there are several options. For 
example, a single primary key may be defined as a combination of all of the access 
parameters or as a combination of all of the access parameters and some of the result set 
identifiers. Illustratively, if access parameter "part#" of the Inventory cache table was 
defined as a primary key for the cache table, then the data returned for a particular value 
of "part#" could contain, at most, a single row. In contrast, if a primary key was defined 
as a combination of "part#" and "warehouse," then multiple rows could be returned for a 
given value of "part#," but the values for "warehouse" would be unique for each value of 
"part#." 
For every cache table in one embodiment of the invention, a non-null system 
constraint is automatically defined for each access parameter. Additional constraints may 
be defined on an extension of the cache table. The DBMS will perform data integrity 
checks based on these constraints whenever a result set is received from a data source and 
instances are constructed from them. Integrity constraints may also be used to optimize 
storage of a cache table. For example, and as stated above, if a primary key is defined on 
any (or all) of the access parameters of a cache table, then each result set will contain at 
most one row for an argument, and the extension of the cache table may be stored in one 
physical table. 
Conceptually, a constraint on a cache table T is a constraint defined on E(T). In 
an embodiment of the invention, if a primary key is defined on any (or all) of the access 
parameters of a cache table, the DBMS may store E(T) in a single physical table. All 
constraints defined on that cache table may be considered constraints on E(T). 
Illustratively, refreshing a cache table instance includes retrieving the result set of 
the instance from the corresponding TDP (Table Data Processor - described below) of a 
data source, creating a row from the argument for each result, and inserting the row in 
E(T). Constraint checking may be conducted in a normal manner for insert, delete and 
update operations on E(T). 
When a cache table has a foreign key referring to a primary key that comprises an 
entire argument of another cache table, the DBMS may check the foreign key constraint 
by opening a cursor on the instance of the second cache table. If the instance exists, and 
is valid or locked, then the constraint is deemed satisfied. If the instance does not exist, 
or is invalid, then the DBMS will try to retrieve or refresh the result set from the data 
source. If the data source returns a result, it is cached and the constraint is deemed 
satisfied. If there is no connection to the data source, an error is reported. 
OPERATIONS 
In an embodiment of the invention, the operations, O, that are supported for a 
cache table may be defined in a ""Using" clause of the cache table definition. 
Illustratively, a Using clause may specify: the name of a data source, the name of a table 
data processor (TDP), and the type of the TDP. 
Implementations of cache table operations reside on a server or other location that 
hosts a data source and is regularly accessible to the mobile application. The 
implementations are invoked by the local DBMS when the corresponding operations are 
performed on a cache table. Alternatively, some operation implementations may reside 
oil the mobile device. 
In one embodiment of the invention, a Using clause portion of a cache table 
creation may employ the following SQL syntax: 
USING 
 
TYPE {read-only j updatcable | insertable | deletable } 
AT  
In this embodiment of the invention, two types of TDPs are supported: read-only 
and modifiable. A modifiable TDP may be any combination of insertable, deletable, and 
updateable. An insertable TDP allows rows to be inserted into the cache table extension 
and implements the insert method that the local DBMS will call after rows have been 
inserted into the cache table instance. Similarly, a deletable TDP implements the delete 
method and allows rows to be deleted from the cache table, and an updatable TDP 
implements the update method and allows rows to be updated (e.g., to change column 
values). As stated above, a TDP models an operation that can be performed on a cache 
table. 
Illustratively, a read-only TDP implements the "select" method only, which takes 
an argument (i.e., set of values for a cache table"s access parameters) and returns a set of 
rows comprising a result set. A protocol that may be used is described in a following 
section. 
In contrast, a modifiable TDP must implement "insert," "delete" and/or "update"" 
methods, depending on the type of the TDP declared in the corresponding Using clause, 
as well as the "select" method. In an embodiment of the invention, when a client device 
or application attempts to update a cache table, the local database first determines whether 
the content is still valid (as described below). If valid, the contents are updated and the 
corresponding method on the TDP is invoked. If the method returns a failure, the update 
is rolled back to the point before the operation started. If the contents were invalid, the 
database sends a request (e.g., insert, delete, update) to the TDP and indicates that a new 
result set should be returned. 
The "data source name" field refers to a data source that may be separate from the 
local database. A data source is configured to provide sufficient information to the local 
DBMS to enable the DBMS to understand the capabilities and protocol(s) of the source. 
A data source may also specify a period of validity and/or usability of a result set of a 
cache table instance. Illustratively, a data source may comprise a web server, an 
application server, a database server or other source. 
A data source may implement one or more TDPs; each TDP provides one or more 
methods to facilitate operations, on the data source, on behalf of the cache table. In this 
. embodiment of the invention, each TDP is responsible for supplying the result set of a 
cache table instance when called by the client DBMS. A TDP may implement logic to 
perform insertions, deletes, updates, and/or other operations. 
In association with the sample cache table creation described above (cache table 
"Inventory"), a data source may be defined using the following extended SQL syntax:  ::= CREATE DATA SOURCE  
TYPE  PROTOCOL  
[  ]
  
where  ::= local | basic | auth | database  ::= omc | http j https | SOAP  ::= {USING | USER} { CURRENT USER |  } 
{IDENTIFIED BY | PASSWORD}   ::= AT  
The "data source name" field will be unique within a database schema. 
The data source TYPE field defines the capability of the data source (e.g., local, 
basic, auth, database). 
Illustratively, a "local" data source may be a data server implemented on the client 
(mobile) device, and may be used to access a PIM (Personal Information Management) 
database, electronic mail, address book, etc. A local DBMS may preload a local data 
source for a given client device. In this embodiment, the protocol employed for a local 
data source (specified in the "protocol name" field above) is OMC (Oracle Mobile 
Client). 
A "basic" data source is a simple data source that can accept http, a web service 
request, or a similar request. It is generally a session-less server, and may not 
authenticate a requestor or support transactions. Therefore, the  clause 
may be omitted for a basic data source. 
In this embodiment, an "auth" data source is a data source that requires client 
authentication (e.g., the client must login and obtain a session object). The  clause for an auth data source provides a user name and password for 
logging into the source. A server that provides an auth data source will support login and 
logout methods, and the login method will return a session object. 
A "database" data source is an authenticating data source that may support 
database operations such as "beginTransaction," "prepareToCommit," ""commit" and 
"rollback." The data source may be transactional if the server hosts at least one TDP that 
supports cache table updates (e.g., insertion, deletion or update of rows in the cache 
table). 
In connection with the cache table creation illustrated above, the data source 
MyCompanyDS that was identified in the Using clause of the cache table creation may be 
defined as follows: 
CREATE DATA SOURCE MyCompanyDS 
TYPE basic PROTOCOL http 
AT "MyCompany.com/DS"; 
PROTOCOL 
In an embodiment of the invention, the protocol(s) for communicating between a 
local DBMS and a data source or TDP are defined in part P of a cache table"s four-tuple. 
In particular, P identifies one or more protocols (e.g., SOAP, HTTP, etc.), plus XML tags 
or other devices (e.g., HTML tags) used in a response from a data source or TDP. 
The client DBMS may communicate with the data source using any one of the 
supported protocols. Regardless of the protocol used, in one embodiment of the invention 
the client DBMS may exchange any or all of the data items of TABLE 1 with the data 
source. 
If the protocol used is HTTP, the argument of a cache table instance may be sent 
in an XML document as part of the POST method. The result of the select method may 
be an XML (Extensible Markup Language) document containing a header and a body. 
The header may contain cache control information, and the body may contain a set of 
rows that constitute the result set. Illustratively, the body may be encoded as an XML 
document according to the OMC Cache Table Result Set format, or it may be encoded as 
a more compact Oracle Lite CSV (Comma-Separated Values) file. 
The insert and delete methods may accept an argument (i.e., set of access 
parameter values) and a list of column values representing a single row that the client 
wants to, or previously did, insert into the cache table. The update method may take the 
argument and a list of column values that represent a single old row, and another list that 
represents an update. All the data for all the methods are sent as an XML document with 
the HTTP POST method. 
In one embodiment of the invention, the request format is an HTTP POST request 
and the URL used is that of the data source. The user agent string is "Oracle Lite". So 
for example, an HTTP request to obtain the instance of Inventory cache table for the 
argument "p123" may be as follows: 
POST http://MvCompany.com/DS \r  content-length: ...Ar
  
User-Agent: Oracle Lite \r  ... 
\r \r
 
 
 
 
 
 P 123  
 
 
  
A request header may contain some additional information such as If-Modified- 
Since. 
I he response to a request is an XML document that contains a header and a body. 
The format for the response is described in appendix B. 
The response header in an embodiment of the invention may contain any or all of 
the following information: 
Response Date - date of the response in an 3 HTTP formats (e.g., RFC1123) 
according to the data source clock; 
Last-Modified - date when the data were last modified on the data source (also in 
HTTP date format); 
Expires (or Expiration Date) - date until which the data should be considered 
valid; 
Time-To-Live — how long the data can be considered valid, expressed in seconds; 
Staleness — an integer number greater than zero that indicates whether and how 
long a stale (expired) result set can be used if there is no network 
connection to refresh the result set. A Staleness value of 1 is default and 
indicates that the stale result set cannot be used at all. If the staleness 
values is n, it indicates that the stale result set can be used for up to n times 
the Time-To-Live value. 
As described in TABLE 1, FIGs. 7-11 demonstrate sample forms of XML 
documents that can be used for communicating between a client device and a data source. 
FIGs. 7A-B demonstrate sample Response Document Format 702, 704. Each 
format includes a header and a body. The header may include a server identification, 
client identification, cache information (e.g., Date Last-Modified, Expires, Time-To-Live, 
Staleness), TDP name, an argument for a result set, the cache table schema, date format, 
etc. The body contains one or more row sets, each of which may identify the row set 
format, an action (e.g., replace, insert, delete, update), a separator character, etc. The 
body of response format 702 is in XML format, while the body of response format 704 is 
in CSV format. 
FIG. 8 demonstrates sample Select Request Document 800. FIG. 9 demonstrates 
sample Insert Request Document 900. FIG. 10 demonstrates sample Delete Request 
Document 1000. FIG. 11 demonstrates sample Update Request Document 1100. 
Cache Table Operation 
As described above, in one embodiment of the invention, when a client 
application issues an operation (e.g., a query) involving a cache table, the local database 
or DBMS determines whether the instance for the cache table with the given set of access 
parameters is already cached and is still valid. If so, the cached result set may be used for 
the operation. Otherwise, as just illustrated above, the database will call the select 
method on the TDP defined for the cache table in order to retrieve the result set. A 
response from a TDP may include a header containing any or all of the cache control 
parameters mentioned in the previous section. 
FIGs. 3A-B comprise a flowchart demonstrating an algorithm for determining 
whether to update, retrieve or refresh a cache table instance, according to one 
embodiment of the invention. In this algorithm, Current Date refers to the current 
date/time on the client machine. 
In the algorithm of FIGs 3A-B, a cached instance of a cache table may be 
considered "valid" if it is used before its expiration (e.g., as defined by the Time-To-Live 
or Expiration Date parameter). The instance may be considered "usable"" by a transaction 
if (1) it is ""valid", (2) it is locked by the transaction, or (3) if it has expired but is being 
used (because a communication link to the data source is unavailable) before it is stale (as 
computed from the Staleness parameter). More formally: 
Usable = valid OR locked OR (no connection to data source AND 
(Response Date + (Time-To-Live * Staleness) >= Current Date)) 
In state 300, an operation (e.g., a query) is received by the local database or 
DBMS (Database Management System). The operation concerns one or more cache table 
instances the database is configured to store. 
In state 302, the DBMS determines whether this is the first operation involving the 
argument provided as part of the operation. More generally, the DBMS may determine 
whether it has a result set corresponding to the argument, regardless of whether the result 
set is valid, usable, stale, or in some other condition. If this is the first operation for this 
argument (e.g., the database contains no result set associated with the argument), the 
illustrated method continues at state 304; otherwise, the method advances to state 310. 
In state 304, the DBMS issues a request to a data source, to be directed to the 
Table Data Processor associated with the cache table, for the result set corresponding to 
the argument. 
In stale 306, a new cache table instance is generated in the DBMS for the result 
set, and is used to satisfy the operation. Illustratively, caching headers may be stored on 
the client device. The method then ends. If the data source could not be contacted to 
obtain the result set (e.g., in state 304), an error may be signaled by the database. 
In state 310, a previous result set pertaining to the argument was located in the 
cache table, and the DBMS determines whether it is presently locked by the current 
transaction. In this embodiment of the invention, if the transaction isolation level of the 
current transaction is "Repeatable Read" or "Serializable" (which would account for the 
result set being locked), the DBMS will not refresh the result set for the current 
transaction. If the current transaction has locked the result set, the illustrated method 
advances to state 316. 
Otherwise, in state 312, the DBMS determines whether the current transaction has 
an active cursor on the cached result set. In this embodiment of the invention, if the 
transaction isolation level of the current transaction is "Read Committed" (which would 
account for the active cursor and no lock), the DBMS will not update the result set, so as 
to provide read consistency and cursor stability. If the current transaction has an active 
cursor open on the result set, the method advances to state 316. 
Otherwise, in state 314, the DBMS determines whether the cached result set is 
valid. As specified above, the result set may be considered valid if a Time-To-Live 
parameter or Expiration Date for the result set has not yet been exceeded (e.g., Response 
Date + Time-To-Live >- Current Date). If the cached result set is not valid, the 
illustrated method continues at state 316; otherwise, the method advances to state 322. 
In state 316, the DBMS determines whether a connection is available to a data 
source (e.g., TDP) associated with the cache table. If a connection is available, the 
method proceeds to state 324. 
In state 318, no connection is available to the data source, and the cached result 
set is known to be invalid-, so the database determines whether the result set is usable or 
stale. Illustratively, the result set may be considered stale if (Response Date -f (Time-To- 
Live * Staleness) 
method continues to state 322. 
Otherwise, the cached result set is not valid and is stale, and there is no connection 
available to a data source that can refresh the cache table instance. Therefore, in state 320 
the DBMS signals an error and the method ends. 
In state 322, the existing result set in the DBMS is used to satisfy the current 
operation. The procedure then ends. 
In state 324, the presently cached result set has been deemed invalid, but a 
connection is available to the data source, so a refresh operation is requested. 
Illustratively, a refresh request may include an If-Modified-Since header reflecting the 
Last Modified date of the previous refresh of the result set. If the Last Modified date 
value is not available from the last refresh or update, then Response Date may be used 
instead. 
In state 326, the DBMS determines whether any updates are received in response 
to the request. Illustratively, if the TDP (via the data source) finds that the result set has 
not been updated since the last time it was provided to the local DBMS, then no updates 
will be sent. If any updates were received, the illustrated method proceeds to state 330. 
Otherwise, no updates were received, and so in state 328 the cache control 
information is updated appropriately and the cached result set is used for the current 
operation. Illustratively, any cache control information received with the response will be 
used to update or overwrite existing cache control information. The method then ends. 
In state 330, the DBMS determines whether the cached result set is currently in 
use by another transaction. 
In state 332, the result set is in use. and so the DBMS copies it and marks the copy 
as the latest version of the result set. Copies other than the latest version may be marked 
to be deleted when the transactions using them are terminated. 
Then, in state 334. the DBMS updates the result set according to the update(s) 
received from the data source, and uses the updated result set for the current operation. 
The illustrated method then ends. 
In an embodiment of the invention in which synchronization of local and server 
(data source) clocks is a problem, a Local Date value may be computed and used in place 
of Response Date. Also, Response Date and Expiration Date may be used to compute the 
Time-To-Live value (if not included in a response). 
READ-ONLY CACHE TABLE 
In one embodiment of the invention, when a query or other cache table operation 
refers to cache table T by name only (i.e., without an argument), a cursor is opened on 
E(T) (i.e., the extension of the cache table). The cursor iterates through the latest version 
of each instance within E(T), without regard to whether the instance is usable. The local 
DBMS will not attempt to refresh or lock an instance. An instance within E(T) may be 
refreshed, however, if some other transaction opens a cursor on it. It should be recalled 
that an update operation must provide an argument, and will therefore not refer to a cache 
table by name alone. 
When a query refers to a specific cache table instance, such as T(v1, ..., vm), 
where each V1 is a constant, the DBMS will check whether the instance is usable. If so, a 
cursor is opened on it; if not, the DBMS will try to refresh it. If there is no connection 
available to the requisite data source, an error may be returned. 
In an embodiment of the invention, if a transaction that issues a query against a 
cache is in "Read Committed" isolation level, and the query includes an argument, no 
lock will be applied to the affected cache table instance. If the transaction is in 
"Repeatable Read" isolation level, a read lock is applied to the instance. If the transaction 
is in "Serializable" isolation level, a read lock may be applied to the instance and E(T). 
If a given transaction closes a cursor on a cache table and then reopens it, the 
refresh policy may depend on the transaction isolation level. Illustratively, if the 
transaction isolation level is Read Committed, then the cached content will be refreshed if 
the cache became unusable before the cursor was reopened. If the transaction level is 
either Repeatable Read or Serializable (a read lock is applied to the instance), the same 
content may be used for the reopened cursor, regardless of whether or not the content has 
expired. 
For a cache table T, different instances may have differing periods of validity. For 
example, the period of validity of a cache table instance Ti(v1. ..., vm) may be one hour, 
while the period of validity of cache table instance T2(u1, .... um) may be thirty minutes. 
In this example, (v1. .... vm) and (u,, .... um) are arguments. Illustratively, the validity 
period of an instance is set by a data source from which the result set was obtained, and a 
client DBMS may not refresh cache table content that is still valid. 
In an embodiment of the invention, the local DBMS makes a Closed World 
Assumption regarding the validity period of a result set, and will not refresh any cache 
table content (result set) if still valid. It also assumes that any content obtained from a 
data source during a refresh comprises data that have been committed at the source. 
UPDATEABLE CACHE TABLE 
For an updateable cache table, in one embodiment of the invention only one 
transaction may update a cache table instance at a time. In this embodiment, a write lock 
is applied to an updateable cache table instance. 
When a transaction updates an updateable cache table instance, the update is first 
applied to the result set if it is still valid or is already locked for this transaction. Then the 
corresponding update method of the TDP is invoked at the data source. Illustratively, the 
update fails if the method fails. 
If no connection to the data source is available when a cache table instance is 
updated, an error is reported. And, if there is any error during application of an update, 
the DBMS will rollback the transaction at the data source. 
An instance of a cache table T is a unit of read consistency for queries, stability of 
cursors and, in this embodiment, is the smallest object that can be locked for concurrency 
control of updateable cache tables. Formally, a cache table instance is a subset of E(T), 
wherein all rows in the subset have the same argument:
  
A cache table instance is valid in this embodiment if, and only if, the cursor 
opened on the instance is opened before the end of the time period marked by the sum of 
Response Date and Time-To-Live:
  
A result set of cache table instance is usable in this embodiment if, and only if, it 
is either (1) valid, (2) locked by a transaction for update, or (3) there is no connection 
available to the data source when a cursor is opened on the instance and the instance has 
not. yet passed its Staleness limit:
  
In an embodiment of the invention, whenever a cursor is positioned on a row of an 
instance, that instance cannot be modified. If another transaction attempts to open a 
cursor on the same instance, the local DBMS will retrieve the result set for that instance 
from the data source and create a new instance. The new instance becomes the latest 
version of the instance and all other versions will be purged when their cursors are 
moved. 
An Intelligent Client Agent 
In one embodiment of the invention, an intelligent client agent is provided to 
facilitate operation of an offline or mobile application on a mobile client device. More 
particularly, in this embodiment, a client agent enhances a mobile application with one or 
more features, such as: voice interaction with a user, pushing data from a server to the 
client, and selective online access to remote data (i.e., data stored elsewhere than on the 
client). 
The client agent may also enable the separation of content to be presented to a 
user from the format in which the content is to be presented. Illustratively, the latter 
benefit allows the client to generate pages on the fly from a specified presentation format 
and one or more sets of data that can be displayed using the format. The pages may then 
be displayed by a suitable client browser. 
For example, in an embodiment of the invention implemented for a mobile 
application involving access to inventory data, a client agent allows a presentation 
description or format for the data to be stored separate from the inventory data. Thus, the 
presentation format may be configured to present information such as a part name, 
description, price, quantity on hand, and so on, for a given part number. The data may be 
stored in a database, cache, cache table or other structure. When a user provides a 
particular part number, the corresponding data are retrieved and combined with the 
presentation format for display to the user. 
Illustratively, a presentation format or presentation description page may be 
populated with variables, field names or other placeholders representing data or content 
items, as well as commands in a script language that can be used to control how the data 
in the local database can be used to replace the placeholders. A script engine of the 
intelligent client agent executes the script language in the page to replace the placeholders 
with actual values before the page is returned to the browser. 
One skilled in the art will appreciate that previous mobile or offline applications 
were configured to store static, monolithic pages combining content with a presentation 
format. As a result, each set of content was stored as a separate page, thereby requiring 
greater storage capacity and providing less flexibility. For example, if just one data item 
in a stored page needed to be updated, the entire page containing that item had to be 
retrieved. And, if that one item was part of multiple pages, each of those pages had to be 
retrieved. 
Implementing an intelligent client agent in a mobile client device along with a 
cache table facilitates development and use of a hybrid online/offline application that 
accesses data locally (e.g., offline) but which can also avail itself of online access to 
selected (e.g., highly volatile) data. A mobile application may also be operated fully 
offline, and submit data changes, completed forms and other information when placed 
back online. Yet further, content and applications may be dynamically downloaded, and 
may even be pushed to the client (e.g., a new travel itinerary, a change to a set of tasks). 
In an embodiment of the invention, content stored on a mobile client device may 
be stored in accordance with a predetermined schema. According to the schema, the 
content may be stored in a database table, a snapshot of data server contents, a cache table 
or other structure. For example, storing data in a database table allows the client agent to 
easily and explicitly load and refresh the data. Storing data in a snapshot may facilitate 
the push of new/updated data to the client from a server (as described further below). 
Storing data in a cache table, as described in previous sections, allows the use of an 
intelligent refresh policy for the data as well as on-demand loading from virtually any 
source (e.g., a server). The schema may include or be associated with a URL (Uniform 
Resource Locator) indicating a location of data to be retrieved, loaded, updated, etc. 
As mentioned above, besides separating content from the presentation format for 
that content, an embodiment of a client agent allows a user to interact with a mobile 
application using voice. In the above example, for instance, a user may speak a part 
number and the mobile application may respond by speaking the associated inventory 
data. This may be of particular value when the user is operating a vehicle or otherwise 
cannot divert his or her eyes or hands from another task. In this embodiment of a client 
agent, voice utilities or components of speech-to-text and text-to-speech converters (e.g., 
grammar checker, phonemes) may be installed as part of a client device"s operating 
system or as part of the mobile application. 
The process of configuring a client device for an embodiment of the invention 
may involve downloading to the device a set of application pages or modules, content or 
data for the application, schema page(s), utilities (e.g., voice application or utilities), a 
browser, etc. An application page designed to elicit data or content from a user, or 
provide data or content to a user, may be expressed as a presentation description or format 
(as described above). For a mobile application configured according to this embodiment 
.of the invention, a download page may identify some or all of the application pages 
(presentation formats), voice files, schema pages, and so on. Loading or browsing the 
download page may automatically trigger the loading or retrieval of each component. 
In an embodiment of the invention, a download page comprises a program written 
in a suitable script language. The program includes special tags or markers (e.g., 
"import," "schema") to identify items to be downloaded and actions to be taken. Thus, 
the download page is more than a mere list of pages or other content to be cached. 
FIG. 4 depicts a mobile client device equipped with an intelligent client agent, 
according to one embodiment of the invention. In this embodiment, client device 400 
may be a PDA, a smart telephone, a handheld, laptop or notebook computer, or some 
other mobile computing device. 
Client 400 includes database 420, client agent 440 and a browser. The client 
browser may be compatible with HTML (Hypertext Markup Language), XML 
(Extensible Markup language), or any other markup language now known or hereafter 
developed. The browser is configured with suitable protocol identification and handling 
as described below. Client agent 440 interacts with database 420 using ODBC (Open 
Database Connectivity), JDBC (Java Database Connectivity) or some other interface. 
Although client agent 440 may frequently operate in an offline mode, it may also 
operate online when needed (e.g., as described below), at which time it may interface 
with one or more servers through a wireless (or wired) network. Client agent 440 may 
operate as described below for one or more embodiments of the invention without 
requiring a Java Virtual Machine (VM) on client 400. 
Database 420 includes one or more cache tables 422, described in a previous 
section, and corresponding cache control information 424. The database may also 
comprise one or more snapshots 426 of data copied from a server, and data tables 428. 
Illustratively, database 420 may be Oracle 9i, 9iLite, or another DBMS offered by Oracle 
Corporation. 
In one implementation of the illustrated embodiment of the invention, database 
tables such as table(s) 428 contain locally useful data that are not synchronized with a 
data server. Snapshot(s) 426 contain a subset of data (from the data server) that may be 
synchronized periodically with the data server. Cache table(s) 422 include data having 
specified periods of validity and may be refreshed as described in a previous section (e.g., 
when requested cache table content is stale). 
Cache 442 of client agent 440 is configured to store presentation descriptions or 
formats of pages to be displayed by the browser. As described above, a presentation 
format may be populated with multiple different sets of content, as needed, thereby 
eliminating the need to store each assembled page. Cache 442 may also cache selected 
data from database 420. 
Dispatcher 444 implements an interface defined by the browser to register itself as 
a protocol handler. The dispatcher receives page requests from the browser and passes 
assembled pages to the browser. In one embodiment of the invention, dispatcher 444 
only receives page requests corresponding to one or more specified protocols. For 
example, the browser may be configured to send page requests for an Oracle Mobile 
Client (OMC) protocol to the dispatcher; such requests may comprise URLs in the form 
"omc://www.oracle.com." Illustratively, regular HTTP (Hypertext Transport Protocol) 
requests (e.g., "http://vvAvw.oracle.com") may be submitted by the dispatcher 444 to a 
server (e.g., through a wireless network). If a requested page is cached, dispatcher 444 
will forward the assembled page to the browser; if the requested page is not cached, the 
request may be forwarded to a remote server. A request sent to a remote server may be 
handled by requestor 450 and/or processed through queue 452. 
The dispatcher may, before serving a page to the browser, inspect information 
contained in the request and in the header of the page, such as the MIME (Multipurpose 
Internet Mail Extension) type of the page, and call an appropriate request handler. The 
request handler will perform the appropriate action, which may produce a valid page in a 
markup language supported by the browser, which may then be given to the browser by 
the dispatcher. Client agent 440 may be configured with a request handler for OTL 
(Offline Tag Library) pages, which use tags that may contain SQL (Structured Query 
Language) tags referring to database tables, snapshots and/or cache tables. In FIG. 4, 
script engine 446 may comprise a handler for OTL MIME type. 
in the illustrated embodiment of the invention, script engine 44(5 performs 
assembly of pages that are to be presented to a user graphically via the browser (i.e., not 
via voice). When the script engine receives a request for a cached page (e.g., from 
dispatcher 444), it retrieves the page"s presentation format (e.g., from cache 442) and the 
appropriate data (e.g., from database 420). The data are then bound to the corresponding 
variables or placeholders of the presentation format to produce an assembled page. The 
assembled page may then be returned to the dispatcher and passed to the client browser. 
The script engine 446 is configured to work with voice engine 448. When the 
script engine encounters a voice tag such as  or , it prepares the 
arguments to the appropriate method of the voice engine and calls the method. The voice 
engine then responds aurally to the method call and returns the control and the result of 
the method call to the script engine. 
Page requestor 450 may handle interaction with a remote system (e.g., a data 
server) to retrieve a requested page (e.g., a presentation format) and/or content that is not 
stored locally or that is stored locally but is stale. Queue 452 may store requests and/or 
other communications to be exchanged with remote systems. 
Push listener 454 may be configured to listen for pushed content, pages (e.g., 
presentation formats), download pages, application pages, and/or other items. Pushes 
may be received as SMS (Short Message Service) communications or in some other 
format recognizable to client 400. As just one example of a push, a data server may push 
an SMS message containing a series of SQL statements. Push listener 454 may execute 
the statements or pass them to dispatcher 444 or some other component of client agent 
440 for execution. Illustratively, the statements may cause new or updated data to be 
stored in database 420. 
FIGs. 5A-C depict methods of operating a mobile application with an intelligent 
client agent, according to one embodiment of the invention. In this embodiment, the 
mobile application is executed on a mobile or portable (e.g., wireless) computing device 
(such as client device 400 of FIG. 4). The mobile application is configured for offline 
operation (e.g., without any active connection to a remote server or other computer 
system), but can take advantage of an available connection to retrieve data that are stale 
or unavailable (e.g., not stored on the mobile device). 
FIG. 5A demonstrates a method of operating a dispatcher (e.g., dispatcher 444 of 
FIG. 4). FIGs. 5B-C demonstrate a method of operating a script engine (e.g., script 
engine 446 of FIG. 4). 
In state 502 of FIG. 5A, the intelligent client agent (e.g., dispatcher 444 of FIG. 4) 
receives a request from a caller, typically the client browser. Illustratively, the request 
may be submitted in one of a set of predetermined protocols (e.g., OMC) associated with 
the client agent. 
In state 504, the dispatcher determines whether the requested page or other item is 
currently cached. In particular, the dispatcher may examine a client agent cache (e.g., 
cache 442 of FIG. 4) to determine if it contains a presentation description or format for 
the requested page. If a format for the requested page is in the cache, the illustrated 
method proceeds to state 510. 
Otherwise, if not cached, then in state 506 the client agent forwards the request to 
a requestor (e.g., requestor 450 of FIG. 4) to pass to a remote system. If the mobile 
device is currently offline, this state may entail queuing the request until a connection is 
available. 
In state 508. a page (e.g., a presentation page) returned from the remote server is 
put into the cache. 
In state 510, the dispatcher determines whether the requested page should be 
returned as-is to the caller (e.g., the browser) or whether it should be sent to one of the 
handlers for further processing. Illustratively, if the page is an OTL page, the dispatcher 
will call the script engine, which acts as the handler of OTL pages. If no further 
processing is required, the illustrated method proceeds to state 516. 
In state 512, the dispatcher invokes a handler (e.g., the script engine) to process 
the page. FIG. 5B demonstrates one method according to which the script engine may- 
operate. 
In state 514, the dispatcher checks to see if the handler has returned a page. If not, 
the method advances to state 518. 
In state 516, the requested page is delivered to the caller. The illustrated 
dispatcher method then ends. 
In state 518, the dispatcher may signal an error, thus ending the method. Or, the 
dispatcher may wait an additional period of time for the page to be provided by the 
handler or may retry the operation. 
FIG. 513 depicts the operation of an OTL handler, such script engine 446 of FIG. 
4, according to one embodiment of the invention. In this embodiment, the script engine 
receives an OTL page as input. OTL pages typically contain the presentation formal, of a 
page. The presentation format may serve as a sort of page template. Instead of 
containing actual data, however, the data arc represented by their variables, field or 
column names, table names or other placeholders. The OTL page may contain tags to 
download other pages or resources (e.g., an image file), tags to create the database 
schema if needed, lags to interact with the voice engine, tags to execute SOL statements 
and bind the result to variables, tags to write the value of the variables to the output file, 
and tags that provide the flow control needed to program the generation of the output 
page. 
In state 530, the OTL handler creates an empty output page. As the illustrated 
method proceeds, the output page will be populated with content from the input page 
and/or other content. 
In state 532, it starts scanning the input page or content. Illustratively, the 
scanning may be performed tag-by-tag. 
In state 534 it examines a tag to see if it is an OTL tag. If it is an OTL tag, the 
method continues at state 540. 
Otherwise, in state 536, the tag is not an OTL tag and so the script engine copies 
characters from the input page to the output page until an OTL tag is encountered in the 
input or the end of the page is reached. If an OTL tag is reached, the method advances to 
state 540. 
Otherwise, if the end of the input is reached, in state 538 the output page is closed 
and returned to the caller (e.g., the dispatcher), and the method ends. The output page 
may be empty. 
In state 540, the script engine tests the tag to see if it is a "download" tag. If not. 
the method continues at state 544. 
But. if the tag is a download tag, then in state 542 the script engine calls the 
dispatcher to download the page at the LJRL given as an attribute to the download tag. In 
the illustrated embodiment of the invention, a downloaded page is not parsed or executed 
at this point. After downloading the page, the script engine returns to state 532. 
In state 544, the tag is tested to see if it is an "import" tag. If not, the method 
advances to state 548. 
Otherwise, if the lag is an import tag, in state 546 the dispatcher is called to import 
a page associated with a URL provided as an attribute to the import tag. 
Illustratively, the script engine sets an import mode to ""on." Turning the import 
mode ";on" indicates to the dispatcher and possibly to the script engine (if the dispatcher 
makes the call to the script engine) that it is processing an import page. The script engine 
then makes a recursive call to the dispatcher and provides the URL of the page to be 
imported. When the dispatcher returns control to the script engine, the import mode is set 
to "off" and the illustrated method resumes at state 532. 
In state 548, if the tag is not an "import" tag then the script engine tests the tag to 
see if it is a "schema" tag. If not a schema tag, the method advances to state 554. 
In state 550, the script engine examines a local database to see if the schema 
already exists. If it does, the method returns to state 532. 
Otherwise, in state 552 the script engine calls the dispatcher to process the page at 
the URL given by the "schema" tag. After state 552, the method returns to state 532. 
In state 640 the script engine determines whether import mode is on or off. If the 
import mode is on, this indicates that the page being processed is a download page. 
Therefore, the script engine will not attempt to process the other tags in the page and will 
instead resume operation from state 520. Illustratively, this helps ensure that imported 
pages are not executed right away and that any pages they depend on are also downloaded 
or imported and any schema they depend on are created. 
In state 556, the OTL tag is examined to see if it an "SQL" tag. If not, the method 
proceeds to state 562. 
Otherwise, in state 558 the script engine calls the client DBMS to execute the 
query that accompanies the tag. 
Then, in state 560 the script engine binds the result of the query (e.g., a table) to 
the variable included in the "SQL" tag. The method then returns to state 532 where it 
continues the scanning of the input page. 
In state 562, if the tag encountered is not a "submit" tag, the script engine 
advances to state 566. 
Otherwise, in state 564, the script engine responds to the submit tag by submitting 
the output page to the queue (e.g., queue 452 of FIG. 4), which will forward the page to a 
specified server. 
In this embodiment of the invention, the submit tag has at least three attributes. 
The first attribute is the URL of the server to which the page is submitted. The second 
attribute identifies the return code from the server that will indicate a successful 
submission. The third is the URL of the page that will be called if the return code from 
the server is anything other than the code identified in the second attribute. 
When the Queue has a connection to the server, it will submit any queued 
requests. If there is an error, it will call the error-handling page and pass it the URL of 
the server and the returned code. 
In state 566, the tag is examined to see if it is a voice tag. If not, the illustrated 
method advances to state 570. 
Otherwise, if it is a voice tag, in state 568 the script engine prepares parameter 
values, from variables in the script, to call the necessary voice engine methods. As the 
result of calling the method, the voice engine will speak a message to the user (if the 
voice tag was a "say" tag) or aurally prompt the user for an input (if the tag was a 
"prompt" tag). If the tag is a prompt, then the voice engine will accept aural input and 
then try to recognize it and translate it into a text string. This text string is returned as the 
result of the method. The script engine then returns to state 532 to continue scanning the 
input page. 
In state 570, the script engine tests the tag to see if it is an "out" tag. An ""out" tag 
tells the script engine to output a value (a constant or a value bound to a variable). 
If the tag is an "out" tag, in state 572 the script engine writes the value to the 
output page and then returns to state 532. 
If the tag is not an "out" tag, then in state 574 the script engine processes it as one 
of the statements that it supports and then returns to state 532. 
While implementing the method of FIGs. 5B-C, the script engine retrieves the 
data for the requested page. For example, if the data are currently stored in a client 
database (e.g., in a table, cache table or snapshot) and are valid, they may be retrieved 
from the database during state 558. However, if any data items are not currently in the 
database, or if a necessary data item is stale, then the client engine may initiate a 
connection to a remote system to retrieve one or more data item(s). In this method of the 
invention, it may be noted that the connection to the remote system is minimized by 
retrieving just the necessary data. In particular, the client engine may avoid downloading 
other data (e.g., data that are locally available and not stale) and non-data components 
(e.g., the presentation description or format) of the requested page. 
The foregoing descriptions of embodiments of the invention have been presented 
for purposes of illustration and description only. They are not intended to be exhaustive 
or to limit the invention to the forms disclosed. Accordingly, the above disclosure is not 
intended to limit the invention; the scope of the invention is defined by the appended 
claims. 
CLAIMS 
WE..CLAIM: 
1. A method of facilitating the caching of data from a data source (150), on a 
mobile computing device (200) coupled to the data source with a discontinuously 
available communication link, comprising: 
configuring a cache table (222) within a database (220) on the mobile 
computing device (200), wherein said cache table includes: 
access parameters (602) comprising a first set of columns of a dataset on a 
data source; and 
result columns (604,606) comprising a second set of columns of the dataset 
distinct from the first set of columns of the dataset; 
generating one or more instances of said cache table within the database, 
wherein each said cache table instance comprises a set of rows, wherein each said 
row comprises: 
an argument, said argument comprising a value for each column of the access 
parameters; and 
a result set comprising a value for each column of the result columns, wherein 
each row in a set of rows comprises the same argument, 
receiving a first operation (300) involving a first set of data including a result set 
cached in the cache table of the mobile computing device; 
determining (314) at the mobile computing device whether said first set of data 
is valid; 
if said first set of data is invalid, determining (316) whether said discontinuously 
available communication link is available; 
if said first set of data is invalid and said less than continuously available 
communication link is unavailable, determining (318) whether said first set of data is 
usable; and 
retrieving (324) an update for said first set of data from the data source only if: 
said first set of data is invalid; and 
said less than continuously available wireless link is available, 
said retrieving method including identifying one or more logical data tables on 
the data source (150), 
for each logical data table, maintaining a table data processor configured to 
provide access to the logical table from the mobile computing device; 
receiving an argument at the data source (150) from the mobile computing 
device (200), wherein the argument comprises values for one or more columns of a 
first logical table; 
identifying a set of rows of the first logical table, wherein each row in the set of 
rows contains the argument; 
filtering the set of rows, wherein said filtering comprises: 
excluding any rows that have not been modified since a last time the argument 
was received from the mobile computing device; and 
removing from the rows the one or more columns corresponding to the 
argument; and 
returning to the mobile computing device, in response to the argument, the 
filtered set of rows, the method further comprising: 
for each said cache table instance, storing one or more parameters for 
determining whether said result set of said cache table instance may be used in the 
first data set for a data operation, and wherein said parameters include a time-to-live 
parameter configured to indicate a first period of time during which said result set is 
valid; 
wherein said resutt set becomes invalid at the end of said first period of time. 
2. The method of claim 1, wherein said parameters include a response date 
indicating when said resutt set was received from the data source. 
3. The method of claim 1, wherein said parameters include a last modification date 
Indicating when said result set was last modified at the data source. 
4. The method of claim 1, wherein said first data set is used for said data 
operation if said first data set is valid, regardless of whether the discontinuously 
available communication link is available. 
5. The method of claim 1, wherein said parameters include a staleness parameter 
configured to indicate a second period of time, following said first period of time, during 
which said result set is usable; and 
wherein said result set becomes stale at the end of said second period of time. 
6. The method of claim 5, wherein the first data operation involves a first cache 
table instance, the method further comprising using said result set of said first cache 
table instance in the first data set if. 
(a) said result set of said first cache table instance is valid; or 
(b) said result set of said first cache table instance is invalid and: 
(1) said result set of said first cache table instance is usable; and 
(2) the less than continuously available communication link is not available. 
7. The method of claim 6, further comprising: 
retrieving a replacement result set for said result set of said first cache table 
instance only if said result set of said first cache table instance is invalid. 
8. The method of claim 7, further comprising: 
signalling (320) an error if: 
said result set of said first cache table instance is invalid: 
said result set of said first cache table instance is stale; and 
the less than continuously available communication link is not available. 
9. The method of claim 1, wherein said dataset is one of a database table and a 
view. 
10. A method according to any of the preceding claims, wherein the communication 
link is a wireless link. 
11. The method of claim 1, further comprising: 
determining (310) whether said first set of data is locked by a first transaction; 
wherein said first operation was initiated by said first transaction, 
12. The method of claim 1, further comprising: 
determining (312) whether an active cursor is open on said first set of data by a 
first transaction; 
wherein said first operation was initiated by said first transaction. 
13. The method of claim 1, wherein said determining whether said first set of data is 
usable comprises: 
accessing a staleness parameter associated with said first set of data, wherein 
said staleness parameter is configured to indicate a second time, after said first 
time, when said first set of data becomes stale; and 
comparing said time of said first operation with said second time; 
wherein said first set of data is usable between said first time and said second 
time. 
14. A system for caching data on a mobile computing device, wherein the mobile 
computing device is configured for connection to a data source (150) on a 
discontinuous basis, the system comprising: 
a database including a cache table configured to cache data, from the data 
source, on the mobile computing device, the cache table being defined by: 
a set of access parameters corresponding to a first set of attributes of the data 
source; and 
a second set of attributes of the data source; 
within the database, one or more instances of said cache table, wherein each 
said cache table instance comprises: 
an argument comprising a value for each of said access parameters; and 
a set of results, wherein each said result comprises a value for each of said 
second attributes of the data source; 
one or more entries in said cache table, each said entry comprising a set of 
data from the data source; 
for each entry in said cache table, a validity parameter for determining a period 
of time during which said set of data is valid; 
for each entry in said cache table, a usability parameterfordotermining whether 
said set of data is usable after said period of time during which said set of data is valid; 
and 
a communication module configured to connect the mobile computing device 
io the data source on a less than continuous basis, wherein said validity parameter is 
conf gured to identify a first time at which said set of data becomes invalid; 
wherein, until said first time, said set of data is used for an operation involving 
said cache table entry, regardless of whether the mobile computing device is 
connected to the data source. 
15. The system of claim 15, wherein the database is configured to not retrieve said 
result set from the data source during said period of time during which the data is valid. 
16. The system of claim 15, wherein said parameters comprise: 
a first parameter configured to indicate when said result set becomes invalid; 
and 
a second parameter configured to indicate when said result set becomes stale. 
17. The system of claim 15, further comprising: 
a queue configured to store operations on said one or more cache table 
instances prior to transmission of the operations to the data source; 
wherein the operations are stored in said queue when the data source is not 
accessible through the communication connection. 
18. The system of claim 15, wherein said information for a first result set of a first 
cache table instance comprises one or more of: 
a response-date parameter configured to indicate when said first result set was 
last provided to the database from the data source; 
a last-modified-date parameter configured to indicate when said first result set 
was last modified at the data source; and 
a staleness parameter configured to indicate a second period of time, starting 
at the expiration of said first period of time, during which said first result set may be 
usable. 
i$. The system of claim 15, wherein: 
a first operation involving said first cache table instance is received at a time 0; 
said first period of time ends at a time V; 
said second period of time ends at a time U; and 
said result set is usable for said first operation if: 
O is earlier than V; or 
O is later than V and O is earlier than U and said database is operated 
in the off-line mode with respect to the data source. 
20. The system of claim 15, wherein said database operates in an on-line mode 
with the data source to receive a first result set for a first cache table instance only 
when: 
said first result set does not exist in the database; or 
said first result set exists in the database, but is not usable. 
21. The system of claim 15, wherein: 
if a first result set of a first cache table instance is valid, said database operates 
in an off-line mode during an operation involving said first cache table instance 
regardless of whether the wireless link to the data source is available. 
22. The system of claim 15, wherein said usability parameter is configured to 
identify a second time at which said set of data becomes stale; 
wherein, after said first time and until said second time, said set of data is used 
for an operation involving said cache table entry, only if the mobile computing device 
is not connected to the data source. 
23. The system of claim 15, wherein said communication module is configured to 
connect the mobile computing device to the data source for a maximum of one cache 
table entry operation at a time. 
24: The system of claim 24, wherein the mobile computing device is not connected 
to the data source for an operation involving a cache table entry that is valid. 
A cache table 222 comprises a set of access parameters and a set 
of data columns. One or more Instances of a cache table are 
stored on a mobile computing device. Each instance Includes an 
argument (a unique set of values for the access parameters) and a 
result set (a set of values for the data columns). Thus, each result 
in a result set comprises the argument and corresponding column 
values. Cached result sets have specified periods of validity, and 
may or may not beusable after becoming invalid. Valid cached 
data may be used regardless of whether a connection is available 
to a data source (e.g. data or application server). Invalid data 
may be used for a period of time if no connection Is available to 
the data source, Data in a cache table may be selectively updated 
from a data source without synchronizing the entire local 
database.
    
    
 
 Best View in Resolution of 1024x768 or later. Enable Javascript for Better Performance.
        
    
  |