soa governance

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SWG - Emerging Technologies IBM internal use only © 2005 IBM Corporation SOA governance Creating a culture of service re-use Tony Fricko, jStart Program Mgr [email protected]

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Page 1: SOA governance

SWG - Emerging Technologies

IBM internal use only © 2005 IBM Corporation

SOA governance

Creating a culture of service re-use

Tony Fricko, jStart Program [email protected]

Page 2: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

AgendaGovernance & IT governance– skippedSOA – what is there to manage and why is this a new scenario compared to existing systems management practice– skipped

Standard Life, Edinburgh– Evolution from a hub centric architecture– Organization & tools to foster and measure re-use

Government organization– IT provider for multiple government agencies– Domain design, metadata repository, management

Page 3: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Who is jStart?jStart is IBM’s Software Group’s worldwide program for “jumpstarting”the implementation of emerging, on demand software technologies in customer environments

Customer and jStart team work in partnership to implement an on demand application utilizing specific standards-based technology themes

Objectives are to accelerate technology maturity and market adoption

Customer application promoted as reference implementation

Page 4: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Provider Projects

Consumer Projects

Component Based Development

Projects

Legacy Wrapping Projects

Composite Application

Projects

Solution Delivery Projects

ApplicationIntegration

Projects

Service Bus Projects

Service Supply Projects

Page 5: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Who is Standard Life ?Established over 170 years ago, Standard Life is now the largestmutual life assurance company in Europe. They have over 4 million customers, £100 billion under management and a string of awards to their credit. For the last four years they have been voted Personal Investment Marketing Show Life and Pensions Company of the Year by Independent Financial Advisers.

Standard Life are split into three divisions, or businesses. These are:– Life and Pensions (principally pensions)– Investments (They currently have in excess of £100Billion funds

under management)– Standard Life Bank (This is a telephone based savings bank which

also offers flexible mortgages. They currently have about 15% ofthe UK mortgage market.)

Page 6: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Current IT EnvironmentSites– Data Centre– Service Continuity Centre

Mainframe (3)– Z/OS– Transaction Monitors

• IMS• CICS

– Databases• IMS• DB2

Off-mainframe– P690’s

• AIX• WebSphere Application Server

(v4/v5)• WebSphere MQ• WebSphere MQ integrator (v2.1/v5)• WebSphere MQ Workflow

– Databases• DB2 UDB• Oracle

– AS/400• Workflow (AWD)

Approx 1000 headcount in Service Development and Delivery

Page 7: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Design Patterns

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004

Folders

Redevelopment

IBM

Oracle

M/Soft

ADA1

eMutual Funds

ADA2

Hub Centric Design Pattern / SOA

Page 8: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

HCDP – Hub Centric Design Pattern

Websphere MQWorkflow

'Intelligent Switch‘,“The Hub”,“The Integration Layer”

DeterministicRouting

Logging

Infrastructure Services

Post

Financial Business Services

Credit check

Life & Pensions Services

Maintain policyProvide customer infoChange name

EDIeMail

Extranet

Exchange

SWIFT

Client 'Channels'

Investment Services

Fund switchSell unitsBuy units

Internet

Telephone

ProtocolTranslation

Poison MessageHandling

Business Services

Page 9: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

HUB and SPOKEMESSAGING

(MQSeries Integrator - 1999)

POINT TO POINTMESSAGING

(MQSeries - 1993)

Enterprise Service Bus(WebSphere MQ & WBI Message Broker V5 - 2003)

Multiple servers/transports work together to create the Bus

–Message Broker adds rich mediation and transport options to MQ

–Secure connectivity within an internet and across the Internet

Support for distributed message routing and mediation

A robust enterprise infrastructure for SOA and Web Services

IBM Business Integration: Enterprise Service Bus evolution

Page 10: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

HCDP – Hub Centric Design Pattern

Rationale– Fully implement the hub architecture

vision

– Ensure designs across IS are consistent

– Ensure best use is made of current technology

– Put in place a framework within which new technologies can be utilised when appropriate

Page 11: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

HCIHub Centric Infrastructure

ADA Framework GPP Framework

Folders CSOL ContractEnquiry eJoiners SDS Dundas

HCDPService Oriented Architecture ADA HCDP

Integration Hub

HCDPPatterns Framework

Applications delivered to the business

Frameworks executed at run-time

Infrastructure in support of business applications

Architecture, design & implementation patterns shaping the business applications

Framework providing pattern development resource & governance

GTXFramework

CIT

HCA – Hub Centric Architecture

Page 12: SOA governance

SWG - Emerging Technologies

IBM internal use only © 2005 IBM Corporation

Hub Centric ArchitectureSOA

How Is It Made Available?

Page 13: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Pattern Documentation

Problem

Context

Selection criteria

Solution

Consequences

Examples

Next Steps

Related Patterns

Page 14: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Implementation Specific Information

User Guides–Detailed “how to” guides–Published for all frameworksInfrastructure releases– Infrastructure design & implementation

documentsSample Application–Java based

• Various clients• Exercises the different layers• Used as a tutorial and a regression test tool

Page 15: SOA governance

SWG - Emerging Technologies

IBM internal use only © 2005 IBM Corporation

Hub Centric ArchitectureSOA

How to enable reuse …and measure it

Page 16: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Business Services Management TeamStaff with dedicated responsibilities for (business) services– They are typically part of the development teams

Represent indeed a Centre of Excellence on SOA– Define best practices and proactively promotes them– Manage the ‘business services catalogue’

• Documentation and publicizing– Define new services and interfaces– Manage change– Measure services – ‘impact analysis’– Define the cost for a service– Constant evaluation of the model

Page 17: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Business Service Directory - BSD

Runtime BSD– IBM DB2 UDB implementation

– Accessed only by application framework

– Contains• End points (WMQ Queues)• Quality of service attributes, e.g.

– Service criticality (determines error processing)

– Maximum response time

Page 18: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Business Service Catalogue

Analysis & Design Time Catalogue– Business Service Definitions

• Interfaces (WSDLs)• Functional & non-functional

requirements– Enhanced by impact analysis

information

– Supported by the Business Service Management team

Page 19: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Business Service Catalogue

Business

Service

Catalogue

Business

Service

Directory

HCDP

Extracts

Catalogue

Statistics

1

2

3

4Lotus Notes

DB2

Logs and

Live feeds

Development use to assess the list of existing services for potential reuse

Development and Deliveryto review service details for impact analysis purposes

Page 20: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

HCA Application Statistics

73 Applications running on HCI

69 in-house built

34 ADA Applications

35 HCDP Applications

240 Business Services

Page 21: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Service Reuse Measurement

Catalogue

Statistics

Page 22: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Service Reuse Measurement

Catalogue

Statistics

Page 23: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Volumes

400,000 Servlet invocations per day

800,000 EJB invocations per day

1,600,000 IMS Transactions per day– (40% of total IMS Workload)

5 p690 CPUs in production

1.3 CPU p.a. expected growth

Page 24: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Systems Management

Standardised Logging Mechanism–Events correlated end-to-end across

heterogeneous systems–Centralised aggregation and processing

of events (WMQ based)–Specific events can be configured to raise

systems mgt events (Tivoli/Solve). Opt-in.–Supports audit and management info

functions

Page 25: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Systems Management

Standardised Component Interaction Logging Mechanism–Run-time view of component interactions

–Aids impact analysis decisions

–Provides reuse statistics

–Data mining tool provided

Page 26: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Lifecycle management

There will always be more than one version available in production !

Versioning impact at all levels:–Business services (typical 3 versions available)–Framework– Infrastructure

Production staging – bau–Development / test / deploy

Page 27: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Benefits to operation

Same number of staff since introduction of SOA / business services

Despite 900% increase in operational load

Still room to grow !

Why ?–All ‘business services’ behave the same–Staff doesn’t have to worry anymore about the

functions– ‘Does the business service adhere to SOA

pattern ?’

Page 28: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Evolution - Webservices

Gentle evolution to Web Service Standards

– Small steps may offer significant benefit• HCDP based on industry standards• Improved development & operation tooling• Development productivity gains

Leverage investment in SOA by enabling process automation using published services.

Page 29: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Key to success at Standard Life1. People

– Business services management team

2. Processes & tools– Patterns

• Handbook, guidelines, framework descriptions, etc– e2e coordination from analysis / design / deployment– Business service catalogue

• Supporting tools for data mining

3. Infrastructure– HCI - Hub centric design infrastructure can comfortably

accommodate SOA

Page 30: SOA governance

SWG - Emerging Technologies

IBM internal use only © 2005 IBM Corporation

SOA design considerations

Austrian e-gov project

Page 31: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

The customer environment

Central IT for government agencies

Privatized IT of Ministry of Finance

Offers IT services for all government intuitions–Ministries

–European Union projects

–Expansion into Central Europe

1.000 employees

Page 32: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Roadmap to SOA

Decided to model business and IT architecture on services / SOA

Executive initiative sponsored by CEO

Have some messaging technology today

Pilot project for 2005–10 persons dedicated

Rollout from 2006 onwards

Page 33: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Analysis of current stateDevelopment– Tools are project and customer specific– Disruption in technology and techniques from Design to

implementation to operation

Architecture– Heterogeneous systems, multiple, inconsistent frameworks

Infrastructure– EAI (some messaging), Output, Payment, Portal– Monolithic: SAP HV, PM– In development: BI/DWH, DMS/Archive

Page 34: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Implementation phasesPhase I Phase II Phase III

Study Domain concept

Conceptual SOA

Security concept

Framework- und Bus-Analysis

Developmentarchitecture

Detailedarchitecture

Service-BusDetailed specs

Implementation specifics for ESB

Pilot(Specification & Impl.)

Domain for pilot(Specification & Impl.)

Page 35: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Why develop a domain model ?Goals– Manageable complexity of interfaces– Reduction of redundant functions and data– High flexibility to external requestors– Stable services to external requestors– Clearly defined responsibilities and ownership of

processes, functions and data– Flexible exchange of elements within a domain,

without impact to other domains

Standardization

Page 36: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Criteria for domain aggregation

High coherence of function and data

Services and applications have high affinity in business logic

Flexibility within domains, but exposing stable interfaces

Domains are autonomous

Page 37: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Domains

Security

Access rightsmanagement

Justice

Payment

Penalsystem

SAP HV

SAP PM

Tax / Finance admin

SAP DL

Customs VSB

Companyregistry

OutputManagement

Archive

Gov processAutomation

Portal IntegrationServices

Knowledgemanagement

Documentmanagement

Input-management

completed

In process

Not yet defined

Page 38: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Example for Domain StructureB

ack

en

dFro

nte

nd

help.gv.at Finance-online

Signature-services

HV

BI/DWH …

ELAK PM Output Mgmt. …

Services Services Services Services Services

Services Services Services ServicesServices

DomainService Bus

Page 39: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Service Bus

Legend:

... Application

... Service

Application and service structure of domains

Domain A Domain B Domain C

Technical domain Cross-domain

A2

A8

A7

A4

A3A1A5

Ax

Page 40: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Service types within domain architecture

Intra-Domain Services–Core Services (e.g. security for portal)–Application Services (e.g. ‚child support‘)

Domain Services–Lightweight Domain Services –Domain Services (e.g. land registry enquiry, ...)–Cross Domains Services (e.g. ZIP code, bank

code, person register, ...)–Technical Services (e.g. MOA, Logging, ...)

Page 41: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Example for ‚school assistance‘

ArchivePayment

processprocess

Service Bus

Issue request

Issue request

Initiate payment EDIFACT

Archive request &decision

Validaterequest

Validaterequest

Evaluaterequest

Evaluaterequest

SecurityFinance / Tax admin

Output-Management

MOA-IDauthentication

Proof of income Deliver decision

parentsAssisting

Gov offices IT declinedecline

approveapprovearchivearchive

IT

IT

Page 42: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Service granularityBase Services (Service-Provider)– Fine granularity, simple function– E.g. Zip code, banking sort codes, currency conversion, etc

Business Services (Service-Provider)– Highly granular, specific business function– stateless or stateful

Workflow Services (Service-Bus)– Complex workflows– Describe business processes– Stateful, support ‘long transactions’– Standards: BPEL

Page 43: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Management concepts

LoggingRepository

SecurityRepository

Service &Config

Repository

Service-Bus and Execution environment

ServiceFramework

XML-DB LDAP RDB

Eclipse-cased Browser-based

Dashboard / Admin console

RSS-Feed

CBEStandard

Page 44: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

AC – ISC – Integrated Solution ConsoleOne Stop Shopping for all

Administrative TasksOne consistent user

interface across product portfolio

Common runtime infrastructure and development tools based on industry standards, component reuse

Provides a presentation framework for other autonomic core technologies

Through a unified portal

Standards-based: J2EE, JSR168

Page 45: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

Supporting an SOA culture – Take awayDomain concept– Necessity to take into account multiple customer / data / security

environments, multiple frameworks and development environments

Multiple service types– Responsibility being split between central / distributed

organizational entitiesService ‘managers’– Ensure consistent design, adoption and re-useMetadata repository– For development as well as deployment (runtime)– XML repository, XQUERY support– Essential for versioningVersioning needs to be a central design consideration throughout

Page 46: SOA governance

SWG - Emerging Technologies

© 2004 IBM CorporationIBM internal use only

ibm.com/services/soa

We’ve built the foundation. Let’s raise the roof.

Questions ?