soa best practices - soa governance summit
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TRANSCRIPT
Bring Structure, Scale And Speed To Your SOA Adoption
SOA Best Practices | Anchorage, AK| April 21, 2009
Welcome!
Jim BoleVice President, SOA SolutionsSoftware AG
Agenda Topics
Page 2
9:00 – 10:15 SOA Best Practices Jim Bole- Is SOA Dead?- Target State – The Agile Enterprise- Agility & Business/IT Alignment – Service Domains- Architectural Implications
- Infrastructure Requirements- Usage Patterns- Federation Models
- Best Practice Take-aways
10:15 – 10:30 Break
10:30 – 12:00 The End Game – PA JNET Frank Caloiaro- Justice-based standards for information exchange- NIEM/JXDM- Security for Justice Networks- Policy-based governance – designtime/runtime/changetime
Page 3
SOA Has Crossed the Chasm
20020099
“SOA War Stories Highlight Need for Disciplined Approach”
“When SOA Breaks, What Then?”“Quality Assurance Practices Will Drive the Reuse of SOA Services”“Applied SOA: Transforming Fundamental Principles into Best Practices”
“Key Issues for SOA Governance”
“Agile Processes Enable SOA Success”
20020022
“SOA: A ‘Must Have’”
“SOA is Changing Software”
“Simply Your Business Processes with an SOA Approach”
“SOA Comes of Age via Web Services”
Page 4
SOA has Crossed the Chasm
Which statement best describes the state of your SOA implementation?
We have no plans to adopt SOA at this time
We have begun planning for our deployment
We have successfully implemented SOA-based projects or use SOA principles in our work
We have implemented an enterprise SOA
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Why Now: SOA Infrastructure is “Ready for Prime Time”
Service enablement is mature and prolific¬ Sources include SAAS, pre-packaged software, enablement
tools¬ You are “service-enabled”, you just may not know it…..
Security has been vetted and leverages existing modelsIntermediary patterns well-supported by a variety of
solutions¬ Enterprise Service Bus offerings¬ Service Management products¬ XML Appliances
Registry/Repository offerings are enterprise-classGovernance comes to the forefront….
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Top Drivers for SOA
Support BPMInitiatives
SimplifyIntegration
Improve Business AgilityAnd Adaptability
SOA Governance Summit | Page 7
Governance is Recognized as a Key Enabler
How important is governance to SOA strategy?
Critical
Moderate
Minimal
Bring Structure, Scale And Speed To Your SOA Adoption
SOA Best Practices | Anchorage, AK| April 21, 2009
Software AG’s SOA Vision:
Enabling the 21st Century Agile
Enterprise
BPM + SOA Basics Seminar | Page 9
21st Century Composition-Driven IT Lifecycle
BusinessBusinessRequiremenRequiremen
tstsOrder
Requirement 2
Process Process RequirementRequirement
ss
Business
Rules
Library of re-usable services, data,Library of re-usable services, data,processes, rules, docs,…processes, rules, docs,…
Business Assets Metadata
Order
Requirement 1
Business VisionBusiness Vision
Requirement 3
New Services New Services Development Development
FactoryFactory
BPM + SOA Basics Seminar | Page 10
Your Organization Probably Looks a Little Like This…
Packaged Applications
Custom Applications
LegacyApplications
ExternalUsers
InternalApplications
Partners& Suppliers
SMTP EDI RPC SOCKETS XXX YYY
Flat Files Message Queue SOAP XML FTP POX
SOA Governance Summit | Page 11
Why is Enterprise IT such a mess?
SOA Governance Summit | Page 12
Enterprise IT is an Evolved System…
Evolution:
Variation¬ Try Things at Random…
Fitness¬ Compete for Selection…
Conservation¬ Throw Nothing Away…
SOA Governance Summit | Page 13
How did we get here?
Project Based Funding
ROI Measured Per-Project
No incentive to Share
Silos: Good for me bad for you thinking…
SOA Governance Summit | Page 14
The cure?
SOA Governance Summit | Page 15
From this… … to this
JBOWS Composition
The Cure…
Is SOA just LEGOland for IT people?
SOA Governance Summit | Page 16
The Real Power of SOA
SOA Governance Summit | Page 17
0% 10% 20% 30% 40% 50% 60% 70% 80%
More rapid and flexible IT response tochanging business needs
Enhanced ability for IT to drive and/orsupport business innovation
Cost savings from more efficient delivery ofIT
Protection of past and future IT investmentsby delaying obsolescence
Improved operational service levels to thebusiness
Experienced adoptersAll respondents
Which of the following would you regard as significant business level drivers for investing in SOA?
Source: Freeform Dynamics/MWD Survey, May/Jun 2006 (Sample 1332)
SOA Governance Summit | Page 18
SOA Governance Summit | Page 19
From this… … to this
JBOWS Composition
Is this the complete story of SOA?
This story only reduces the cost and complexity of IT
BPM + SOA Basics Seminar | Page 20
Legacy Integration
Customer Data
Customer Interaction
Order History
Order Policy Shipment
Business Services
Customer
InformationOrder
ManagementOrder
Compensation
CRM ERPCustomer Data Orders Logistics
Composite Apps
Business Processes
RetrieveData
VerifyDetails
OrderEntry
OrderReview
ApproveOrder
InitiateShipment
Order Management
The SOA-Enabled Enterprise
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ACH
Deposits
Checking Savings
MoneyMkt.
CDs
Account Mgmt
Transactions
???
Branch Phone Internet ATM Rel’ship Mgrs
Bank Brand 1 Bank Brand 2 Other Brands
CustomerView Transfer Fraud Risk CRM
Channels
Brands
Cross-ProductServices
ProductDomains
BusinessServices
Products
EFT
Consumer Lending
Account Mgmt
Origination
Servicing
Mortgage
Personal
Auto HELOC
CreditCard
CreditLine
Commercial Lending
Account Mgmt
Origination
Servicing
CapitalLease
CreditLine
CreditCard
??
WealthManagement
Account Mgmt
Transactions
Servicing
Mortgage
Insurance
EstateProperty
Mgmt.
Custody/Escrow
Trust
Securities& Brokerage
Account Mgmt
Transactions
Custody
Brokerage
Trusts
MarginMutualFunds
IRAs401-k
SharedSharedServices
EnterprisePlatforms
TechnicalServices
IMPACS FinesseBranchTeller
Weiland ACBS MPLS TransfundTrustOmni
FRM Salesforce FED
Imaging ContentMgmt
ValidationCreditCheck
GL
HRIS
HumanResources
Finance
Pricing
SOA Governance Summit | Page 22
Business Infrastructure for SOA
SOA Governance Summit | Page 23
The SOA Tipping Point: Key Success Indicators
Target State Defined
Infrastructure Funding
ROA and TCO Measured Lifetime
Value Visibility
Continuous Process Improvement
Innovation without the hangover
Page 24
SOA Adoption Challenges
HeterogeneitySecurityInteroperability HoardingLack of TrustExternally Imposed RulesLoss of ControlAssigning Blame“Ownership”Distribution of BurdenDistribution of Incentives
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SOA Strategy Engagement
Key Elements
Maturity Assessment SOA Success Factors – KPIs and Gates Roadmapping and Adoption Planning Governance Models Organizational Impact and the SOA-CC Best Practices and Recommendations
“Pragmatic Next Steps with measurable adoption milestones”
Core SOA Patterns
•Consumer Patterns¬ Service Discovery Pattern¬ The Service Consumption Pattern
•Provider Patterns¬ Service Registration Pattern¬ The Service Provider Pattern
•Governance Patterns¬ The Management (run time) Pattern¬ The Validation (design time) Pattern
Consumer Pattern: Service Discovery
ServiceConsumer
Consumer Pattern: Service Discovery
ServiceConsumer
Registry
LookupRequest
Consumer Pattern: Service Discovery
ServiceProvider
ServiceConsumer
ServiceRegistry
Discovery
Consumer Pattern: Consumption
ServiceProvider
ServiceConsumingApplication Service
Request
Consumer Pattern: Consumption
ServiceProvider
ServiceConsumingApplication Service
Request
ServiceResponse
Provider Pattern: Service Registration
ServiceProvider
ServiceRegistry
RegistrationRequest
Provider Pattern: Composite Application
“CompositeService”
ServiceConsumingApplication Service
Request
ServiceResponse
Service A
Service B
Composition can be synchronous or asynchronous
Governance Pattern: Management (Run Time)
ServiceProvider
ServiceConsumingApplication Service
Request
ServiceResponse Broker
XML Messages enable “in flight” machine processing
Governance Pattern: Validation (Design Time)
ServiceProvider
RegistryRepository
RegistrationRequest
XML Declarations enable “registration time” machine validation
Validation
Process Implications – Service Lifecycle != SDLC
Service Provisioning
Publish
Discover Request
Version
Service Implementation
Service Consumption
ExecuteDeploy
Solution Implementation
DesignCertify
Analysis
Lifecycle Governance Pattern
“CompositeService”
ServiceConsumingApplication Service
Request
ServiceResponse
Service A
Service B
Lifecycle Governance encompasses Design Time Validation, Run Time Management and Change Time
Broker
GovernanceRegistry
Console
Design Time Run Time Change Time
Developer Business UserArchitect ServiceConsumer
IT Operations Admin
CentraSite™ Covers End-to-End Lifecycle Governance
CentraSite™ enables Collaboration and Trust between Stakeholders
SOA System of Record
SOA Federation Patterns – Sharing Scopes
Policy
Registry Promotion
Development Testing Production
Policy
Registry Replication
Policy
Pol
icy
Polic
y
Registry Aggregation
Pol
icy
Pol
icy
Registry Syndication
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Best Practice Recommendations – The Soft Issues
¬Governance from Day 1. Align with existing processes and ensure quality of service content.
¬Establish service management roles beyond “author”. Formalize these new roles. Multiple roles per person is typical.
¬Services as “Products”. Instill a product management approach and culture.
¬Leverage existing processes to the hilt vs. creating new processes if possible.
¬Don’t over-govern. Start with advisory policies and tighten later.
¬Visible executive sponsorship is essential to the success of an SOA initiative. This is more than a technology project.
¬Solicit cross-functional participation when appropriate. ¬Revisit Funding and Incentive models.
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Target State – Best Practice Recommendations - Design-time
¬Use of canonicals is becoming a strong indicator of SOA success. Should be introduced incrementally, but business service contracts should ideally utilize them from the start.
¬Augment current EA review procedures with service aspects.¬Design your governance model up-front, even before tooling exists.
Ensure that service definitions are complete and high quality metadata exists.
¬Create templates for Service Design Specifications. These should focus on sound interface/contract design, not implementation.
¬Define standards for namespaces and service naming. Make sure to allow “room” in namespaces for hierarchical extensions. Don’t use organization names in names/namespaces – they will change at the worst time.
¬Start with approval-based governance initially – augmenting design reviews. Learn from this an automate later.
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Target State – Best Practice Recommendations - Runtime
¬Establish mediation as part of the architecture asap. Not doing so will require substantial headaches and rework later.
¬Design a security model that is policy-driven and enforced. Eliminate authentication in the provider service and migrate to mediator when available.
¬Establish SDM-wide SLAs, monitoring best practices. ¬Implement contracts to allow preferencing of
consumer/provider relationships.¬Consider use of XML appliances for later phases and Inter-
department SOA.
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Target State – Best Practice Recommendations - Changetime
¬Tackle consumer onboarding process now, implement manually until registry/repository is available. This will ensure you know what apps are consuming what services.
¬Create templates for Service Requests and Service Access Requests. Maintain these artifacts along with the registry/repository.
¬Establish service provision process/policies in conjunction with CCB activities today.
¬Defer version management and offboarding processes to later phases.
Bring Structure, Scale And Speed To Your SOA Adoption
SOA Best Practices | Anchorage, AK| April 21, 2009
The End Game
Full Justice Integration – PA JNET
Frank Caloiaro - DTC