integrating salesforce.com and oracle erp using ibm websphere cast iron
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Integrating Salesforce.com and Oracle ERP Using IBM WebSphereCast Iron
Sandeep Chellingi Technical Lead , Integration and Infrastructure Practice, Prolifics
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Agenda
Speaker Introduction
Challenge: Traditional Integration using Multiple on demand integration tools across hybrid Environment.
Success: Integrated Various Business Data using CastIron.
Solution Overview
Key Project Elements
Lessons Learned
Key Takeaways
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Speaker Introduction
SANDEEP CHELLINGITechnical Lead , Integration and Infrastructure Practice, Prolifics
Sandeep is a Technical Lead IT Solutions Consultant focused on IBM service
oriented architecture and cloud computing related activities. In this role,
Sandeep is part of Middleware Integration and Infrastructure team where he
lead a number of initiatives around technology strategy, roadmaps and
standardization. Role for this project: CastIron Integration Development and
Infrastructure specialist.
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Why IBM CastIron as Implementation Solution Integrates SaaS applications and on-Premise
applications, providing a platform to effectively consolidate and manage the application.
Leverages CI out-of-the-box functionalities to integrate complex application and the limitations on the existing solutions.
Focuses on building Common Frameworks to offload NFRs – Security, Governance, Monitoring, Data Transform.
Integration Solution for data migration, process integration and can also function as a data feed.
Provides High Level of Automation and high Quality Documentation.
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Challenge: Integrate Multiple Business Products
Integrate sales cloud, service cloud and e-commerce to support Line of Business.
Simplify complex flows involving CRM data updated to Salesforce.com and orders data exchanged between legacy oracle databases to/and Salesforce.com.
Provided a reliable Salesforce integrator with multiple databases and SOA implementation functionalities.
Provided a single portal user experience -merging multiple LOBs
Supported huge volume of data flow to and from different Oracle DB, Oracle Ebiz, Legacy ERP systems.
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Challenge: Integrate Multiple Business ProductsMade available high through put, quick and easy
implementation with scope for expanding business requirements.
Complex effort to address this challenge had a project done with other integration tools with in house development which faced various issues with integration and performance issues.
Huge volume of data sync issues on Salesforce.com platform as different backend systems were being synced from orders perspective.
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Success: Integrated Business Data using CastIron Integrated CastIron with heterogeneous endpoints,
legacy endpoints, single Business orders origin Salesforce.com.
Supported sales cloud and service cloud integration with multiple legacy back ends.
Merged multiple complex organizations data ,also synced to provide single user experience portal .
Provided an out-of-the-box functionality to allow for a simpler way to implement CI.
Created reusable templates and achieved the standard structures before requirements and handled the final changes when they came in in true agile nature.
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Solution Overview
Sync legacy systems data that can be used to create new opportunities or orders with cloud CRM.
Integrating Custom ERP system and a Custom Applications representing other LOB’s.
Data sync mechanism between SFDC, Oracle E Business systems for multiple LOB’s using IBM Cast Iron Integration Appliance DB Connectors and Salesforce.com Connector using near real time and real time scenarios.
Data sync/transformation mechanism between SFDC, and Custom ERP system using a near real-time batch process using SFTP protocol using a flat file format.
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Solution Overview
Data mechanism between SFDC, and Custom Web Application using a near real time batch process using SFTP protocol using a XML file format.
The different business objects used from the Salesforce.com side are Opportunity , locations ,accounts, contact and orders:
Opportunity - Would be customized to be a Manufacturing Agreement and its line items
Account - Which is Customer attribute in Salesforce.com
Locations - A Custom address object which has a one to many relationship with Account object
Contacts - which is related to Account object, In this case handled as a part of person accounts
Order and Order Line Items
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Solution Overview
Transformations between the SFDC data model to data formats of the back end systems.
Three successful CI implementation scenarios: Scenario – Customer Master to Salesforce.com : Connecting
and pulling data from an External Oracle DB and Upserting(Create and Update Common Activity) to SFDC.
Scenario - Salesforce.com to Oracle ERP : Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and Connecting and Inserting into Oracle E Business staging tables.
Scenario - Salesforce.com to FTP: Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and ftp-ing a file into remote FTP server .
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Solution Overview
Implemented solution using different connectors like: SFDC Connector Remote FTP connector Oracle DB Connector
Created Orchestrations Intelligently - data flow can be split or looped for performance reasons and if needed utilize the conditional utilities for decision making in Orchestration.
Created XSLT Transformations - to map the data from source/salesforce system to target/legacy system.
Handled Errors Properly - sending an email to the support team before stopping.
Created a Monitoring and Logging capability within the appliance.
Created Logging - WebSphere Cast Iron contains useful tools to generate, visualize and export logs
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Solution Overview:
Pushed log events to the system and job logs. Log events generated by orchestrations (job instances) go through job filters that can block events from being logged.
Produced log events that are not related to Orchestrations, such as security, hardware, and network events. These log events are pushed to the system log.
If needed, redeploy an old snapshot in any one of the Cast Iron environments:
Reverting the contents of the stream to an older version, and then running a deploy.
Creating a build snapshot automatically Naming a release snapshot should be taken of the application
Used Prolifics Build conductor to deploy the orchestrations across multiple environments. It uses castiron provided API to backup ,stop and redeploy orchestrations.
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Key Project Elements
Integrated platforms using rapid application development quickly and with less resources.
Accommodated frequent requirement changes with out breaking the code.
Enabled running a story board programming model while demonstrating to the functional team.
Allowed for exposing the data to other systems in the company using Cast Iron Orchestration Logic.
Light weight cloud integration engine which caters to about 80 to 90% percent of the customers who want fast,
cheap and quick turn around integrations.
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Key Project Element
For the other 10% - coexist Cast Iron with MQ and message broker ESB to build heavy middleware architecture as well.
Created common reusable logging framework to generate alerts on orchestrations.
Deployed to integrate multiple backends and SAAS.
Leveraged Salesforce functionalities to initiate the flow as it is the effective way to implement the solution.
Leveraged database events provided by cast iron getInserted, getUpdated and getDeletedRows to initiate some of the db side updates to be pushed to salesforce.
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Lesson Learned
Checking the functional flow of data elements between different Business systems currently used like SFDC and Oracle Ebiz.
Better Planning future Integrations with new Line of Business.
Identifying security and SOA patterns used and eliminate any bad design.
Listing details on SFDC and Cast Iron Integration best practices and details.
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Lessons Learned
Created leads in other systems and sent from multiple different systems onto Salesforce into a custom object.
Simplified by building a canonical business model in between and passing the data to backend systems by order line item level basis.
Designed Salesforce outbound message calls a Cast Iron provided service, this leveraged Salesforce event based business rules designed to initiate the flow.
Brought every stakeholder to the table to see solution at the detail level, allowing for corrections that come at that time when the data is flowing.
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Key Takeaways
Cast Iron Studio offers catchall block which will handle any of the failures occurring for all the tasks log the error messages and perform the email or snmp job to communicate the occurrence.
Orchestration has a starter task which allows you to schedule a job, which will initiate the orchestration based on the time set.
Cast Iron appliance is secured , we can take a complete appliance backup including network configurations, system setting and projects and upload back.
Cast Iron can be deployed in multiple HA solutions like active/active, active passive.
Build reusable templates to keep the solution simple.
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Monday How Broadcast Music, Inc. Devised and
Enabled Enterprise Architecture from
Corporate Strategy
12:15 PM - 1:15 PM
Integrating Salesforce.com and Oracle
ERP Using IBM WebSphere Cast Iron
2:00 PM - 3:00 PM
Business Process & Decision
Management
3:30 PM - 4:30 PM
Recommended Design Considerations
for Enterprise Monitoring using SCAPM
and Netcool OMNIbus
5:00 PM - 6:00 PM
Tuesday Smarter Integration Using the IBM SOA
Foundation Stack: Best Practices and
Lessons Learned
8:00 AM - 9:00 AM
Best Practices for Monitoring Your
Cloud Environment and Applications
9:30 AM - 10:30 AM
Delivering Enterprise Applications:
Faster. Cheaper. Better
11:00 AM – 11:50 AM
Applicability of IBM SOA Approach In
Manual Processes Automation
11:30 AM-11:50 AM
Leveraging Governance in the IBM
WebSphere Service Registry and
Repository for IIB and DataPower
12:30 PM - 1:30 PM
Broadcast Music Inc. Release
Rockstars: Program-Wide DevOps
Success with UrbanCode Deploy
3:30 PM - 4:30 PM
Empowering SmartCloud APM -
Predictive Insights and Analysis: A Use
Case Scenario
5:30 PM - 6:30 PM
Wednesday Architecting and Tuning IIB/eXtreme
Scale for Maximum Performance and
Reliability, Featuring TBC
8:00 AM - 9:00 AM
MasterCard's Modeling and
Governance of Decisions and
Processes for Improved Fraud
11:00 AM - 12:00 PM
How BMI is Revolutionizing the Music
Business Using IBM’s BPM and
Integration Technology
2:00 PM - 3:00 PM
Integrating IBM Pure Application
Systems and IBM Urbancode Deploy: A
GE Capital Case Study
2 :00 PM – 3:00 PM
Thursday Aetna’s Vision for a Healthier World:
Smarter Architecture and a Scalable
Integration Bus
9:00 AM - 10:00 AM
From Print to Cloud & Beyond with
IBM Integration Bus at Chemical
Abstracts Service
9:00 AM – 10:00 AM
Using the Power of IBM Tivoli Common
Reporting to Make Smart Decisions:
The Untold Story
2:30 PM - 3:30 PM
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SANDEEP CHELLINGI
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