Construct SOA Solution

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1 Construct SOA Solution Kevin Lin SOA Architect SOA/WebSphere, BPTSE, CDL deeper

2 Agenda 1 Synchronize Viewpoints of SOA 2 IBM SOA Foundation 3 Case Study: New Product Introduction of Retail 2

3 SOA (Service-Oriented Architecture) 有何不同? 標準的採用 Standards Broadly adopted Web services ensure welldefined interfaces. Before, proprietary standards limited interoperability Organizational Commitment SOA unites Business and IT (66% of projects today are driven by line of business) Before, IT alone defined the design 企業級支援且業務與 IT 一起配合 Degree of Focus Connections Level of Reuse SOA services focus on business-level activities & interactions Before, focus was on narrow, technical sub-tasks 強調業務面流程 SOA services are linked dynamically and flexibly Before, service interactions were hard-coded and dependent on the application 彈性的整合方法且強調組裝 SOA services can be extensively re-used to leverage existing IT assets Before, any reuse was within silo ed applications 提高重複使用的幅度 3

4 傳統架構的束縛與 SOA 的願景 AJAX Portlets WSRP B2B Other Today Applications Application Silos (Business Logic Locked in Applications) Tomorrow Services Services as Assets Service Consumer Service Provider consumers business processes process choreography services atomic and composite service components operational systems Packaged Application Custom Application OO Application Integration (Enterprise Service Bus Approach) QoS, Security, Management, and Monitoring Infrastructure Service Data Architecture and Business Intelligence Governance Composite Service Atomic Service Registry SOA Solution Stack 4

5 SOA is more than Web Services Web Service SOA Don t confuse implementation technology and an unfortunate overloading of the word Service with SOA Web Service standards can be used to implement a service The two are not the same thing: - Many of today's production Web Services systems aren't service oriented architectures they're simple remote procedure calls or point-to-point messaging via SOAP or well structured integration architectures - Many of today's production service oriented architectures don't primarily use Web Services they use ftp, batch files, asynchronous messaging etc. - mature technologies However, SOAs often employ Web Services - Successful SOAs rely on open standards 5

6 Agenda 1 Synchronize Viewpoints of SOA 2 IBM SOA Foundation 3 Case Study: New Product Introduction of Retail 6

7 IBM 一般建議由業務架構導出流程管理, 經過評估努力方向後, 進行 SOMA 分析設計, 然後才是實際的 SOA 實施 1. Break down your business into components Decide what is strategically important, and what is just operations in the value chain domains Prioritize and scope your transformation projects 2. Define the scope of the transformation processes Define the process lifecycle requirements Model and Analyze the processes for process improvement Define the process maintenance strategy 3. Assess your current SOA adoption maturity level Define the As-Is environment for the scoped projects Define the To-Be environment for the scoped projects Identify the Gaps and build the SOA Roadmap 4. Define a Service Model Identify your services based on your business components Specify the services and components accordingly Make SOA realization decisions based on architectural decisions 5. Implement a Service Model Develop a SOA to support the componentized business Implement service based scoping policy for projects Implement appropriate governance mechanism 7

8 經由 SIMM (Service Integration Maturity Model) 評估現在的成熟度與未來的努力目標 8

9 SOA 有五個層級, 從單純的小部份服務 (Web Services) 的實踐, 到整體組織及業務整型到能隨需應變 9

10 SOA 解決方案發展的整個生命週期包含 Model-Assemble-Deploy- Manage, 而 Governance 貫穿全部 Discover Construct Compose Test Control Assets Gather Requirements Model Simulate Optimize Design Financial transparency Business/IT alignment Process control SOA Foundation Software Skills & Support Integrate People Integrate Processes Manage Information Utilize Registry & Metadata Execute in a Secure Environment Manage Services Manage Applications Manage Resources Monitor Business Metrics 10

11 服務導向分析與設計方法論 - SOMA(Service Oriented Modeling and Architecture) 可以幫助業務與 IT 結合, 並提供全程的指引 Three steps Identification of Candidate Services and Flows Domain Decomposition Goal-Service Modeling Existing Asset Analysis Specification of Services, Components, and Flows component flow specification information specification Subsystem Analysis Component Specification Service Specification service flow specification message & event specification Realization Decisions service allocation to components Realization Decisions technical feasibility exploration component layering 11

12 SOA 的參考模型 (Solution Stack), 包含九個層級 (Layers), 最重的部份是以服務來封裝與隔離實體系統, 以達到業務與應用的彈性 Application Architect s View Service Consumer Service Provider Consumers Business Process Composition; choreography; business state machines Services atomic and composite Service Components Operational Systems Channel Packaged Application B2B Custom Application OO Application Integration (Enterprise Service Bus) QoS Layer (Security, Management & Monitoring Infrastructure Services) Data Architecture (meta-data) & Business Intelligence Governance Atomic Service Composite Service Registry 12

13 SOA 的參考架構 (Reference Architecture), 基礎建設應該要能分工合作, 並且涵蓋整個系統的生命週期 13

14 SOA Programming Model Supported by Key Standards JavaServer Faces - Standard way to construct user interfaces for web applications, JSR 168 portlets, etc. - MVC based User Interaction Framework Service Component Architecture (SCA) - Component services programming model which provides a consistent framework for assembling solutions - Jointly developed/endorsed by IBM, BEA, IONA, Oracle, SAP, and Sybase - Apache Open Source Incubator Project Service Data Objects (SDO) - Uniform (technology independent) way to represent data - Provides Single abstraction (common API) across JDBC ResultSet, JCA Record, XML DOM, JAXB, Entity EJB, CMI (for MQ messages), and so on - Co-developed by IBM and BEA Business Process Execution Language (WS-BPEL) - Standard way to choreograph business processes - Standardization through OASIS 14

15 從基礎的 SOA 5 個切入點 (Entry Points) 入手, 連接傳統應用, 將服務動態鏈結在一起, 實現端到端業務流程 交互 & 協作服務 1 訊息服務 3 2 業務流程管理 Connectivity 4 Reusability 5 服務創建與重用 服務連接性 15

16 Agenda 1 Synchronize Viewpoints of SOA 2 IBM SOA Foundation 3 Case Study: New Product Introduction of Retail 16

17 Why Product Information Management is Such a High Priority for JKHLE & Other Retailer Product information management (PIM) refers to processes and technologies focused on centrally managing information about products, with a focus on the data required to market and sell the products through one or more distribution channels. A central set of product data can be used to feed consistent, accurate and up-to-date information to multiple output media such as web sites, print catalogs, ERP systems, and electronic data feeds to trading partners. The increasing number of channels for product data (e.g., web sites, print catalogs, electronic data feeds) emphasized the need for product information management, as information kept by businesses is frequently scattered throughout disparate departments and held by certain employees or systems instead of being available centrally. At the end of the day, a manufacturer s inability to effectively leverage product information throughout the supply chain can have serious business implications: Delayed time-to-market or time-to-shelf Slow product introductions (new production introduction (NPI)) and product changes Inability to collaborate across internal and external constituents Error-prone and inaccurate product updates Inaccurate orders and increased returns Ineffective product branding and merchandising Inefficient processes, resulting in higher costs Redundant point solutions for product information 17

18 JKHLE Company Initiatives In order to address some of their salient business requirements, JKHLE works with business consultants to identify the following company initiatives: Product Information Management- New Product Introduction Initiative: Accelerate the new product introduction processes to address competitive pressures, cost challenges, and increased customer satisfaction. 18

19 Capability Model Ties Business Capabilities to Initiatives The core capabilities which JKHLE identified as being vital to the company are mapped to its new offerings that will in turn be addressed by the company s new initiatives. 19

20 JKHLE - Current State Assessment / General Observations PIM New Product Introduction Retailer s existing NPI solution is manual, costly, and time consuming JKHLE lacks a centralized repository of product information and has no single view of product information JKHLE spends on average: - 5 people to review & approve new products man hours communicating with trading partners - >17 days to manage & route a new item through different departments - >19 minutes per item to correct errors Typical Bottom-line: - $1,350,000 on average is spent managing item info Systems: The IT systems to support NPI are not automated e.g., : Data about a new item is captured and replicated in multiple spreadsheets before it is entered manually into the merchandising system, marketing catalog system, etc. Many legacy applications and numerous technologies Current architecture consists of many home-grown legacy systems based on multiple technologies, leading to difficulty in communication between critical systems. 20

21 JKHLE - Current Business Process Current NPI Process Current New Product Introduction Process Constrains Business Growth The process has developed over time, evolving to support changing business requirements The process is understood by JKHLE as very manual and error prone. Changes have been accommodated through several approaches: - Provide new processes at the enterprise to support NPI - Addition of ad-hoc systems or applications to support NPI (e.g Excel based master spreadsheets etc) New approaches have been added, increasing complexity, integration, and employee support requirements Impact on JKHLE s Business Incomplete, inaccurate and no single-view of product data complicating catalog publication and catalog currency of product information New product research is heavily impacted since information comes from different sources like adhoc systems, databases and spreadsheets are not consistent Development process for new and existing product lines is different, making it difficult to streamline the process Key product decisions are often made without all required information 21

22 Future Business Process Design Future NPI Process Key Design Principles Automated Collaboration automated work processes that fosters collaboration across work teams Integrated Processes - reduce redundant processes Process Quality Improvement Process Visioning Best of breed practices that takes into account management vision and subject matter expertise Cost Management Current Technology and Skill Utilization Overall Process Now comprises of clear, easy-to-understand, sub-processes Create vendor, Create item, Enhance and approve Item details, Vendor Portal, Raise Purchase Order Single view of vendor details for multiple systems, achieved through MDM System Elimination of manual errors and redundant systems Process automation in place making the process execution much faster 22

23 As a result of this updated process, that has identified several areas where JKHLE can benefit from applying technology to the process Automate the flow of the process Eliminate redundant processes Improve the timeliness and accuracy of the content, by eliminating multiple manual steps Scope to improve the visibility around process performance, to better manage the flow and identify exception processing requirements Scope to gain business insight into process costs, duration, and expected behavior during business process modeling and business process execution Better financial visibility and better alignment with sales forecast 23

24 Service Modeling Section The approach created by SOMA helps to ensure that goals set by business process modeling can actually be implemented to generate the greatest result in an efficient manner 24

25 As-Is Architecture at JKHLE 25

26 To-Be Architecture at JKHLE 26

27 Architectural Principles for Solution Design Creation of a Central Product Information System Usage of Open Standards Interface (SOAP,JMS, HTTPS, HTTP) Usage of Retail Industry Standards if applicable (like ARTS, OAGIS) Integration with the DownStream Systems that consume the product data from MDM for PIM like (WebSphere Commerce, Core Merchandising) Integration with the UpStream Systems that provide the product data to the MDM for PIM system Co-Existence of the MDM for PIM system with Legacy Merchandising System Making the Product Information Management System accessible to Vendors, Buyers Aggregation of Vendor Management, Product Management and PO Management Dynamic addition of attributes Architecture Governance Maturity of the customers architecture dictates the deployment units that needs to be selected - Security A matured IT environment might use authorization, federation, A less matured IT environment might use only LDAP based authentication only - Management Operating Systems Monitoring, Middleware Monitoring Business Monitoring Dashboards Consolidation of security, business, Operating System, Middleware dashboards 27

28 Common SOA Entry Point and Discipline (Atomic) Patterns The overall Retail solution has been broken down into common SOA Atomic Patterns to simplify understanding of the overall solution from an SOA perspective Available and applicable SOA patterns have been captured in this section. End user will be required to select patterns according to needs of their project Applying these SOA Atomic Patterns and best practices make it easier to understand the impact of each piece of the solution These patterns help adopt the solution in phases 28

29 SOA Atomic Patterns that Apply to New Product Introduction Realization 29

30 Information SOA Entry Point: Master Data Management (MDM) Pattern How JKHLE Applied this Pattern Adopt MDM system to provide a single master copy of the product and vendor data for the core merchandising system, vendor management system, ecommerce system, samples/marketing creative systems, and other operational / transactional systems. Business Value of Adoption By using a single master copy of product, vendor, and purchase order data, the costly disarray previously associated with inaccurate data is mitigated significantly. Customer frustration with inaccurate product data (often leading to returns and customer dissatisfaction) has been drastically reduced. 30

31 Connectivity SOA Entry Point : Adapting Packaged Apps to Web Services Pattern How JKHLE Applied this Pattern Merchandizing and supply chain systems in third party applications like SAP Retail, Manhattan Associates, etc are connected to an ESB to bypass point-to-point connectivity and adapt it to web services Adapters are used to connect the packaged applications to the ESB In addition, a registry is introduced along with monitoring of services in the environment a first step towards comprehensive SOA enablement Business Value of Adoption JKHLE was able to leverage its existing investments in its packaged applications This can also be extended to other EIS systems in the future 31

32 People SOA Entry Point: Process Portal Pattern How JKHLE Applied this Pattern JKHLE wants a personalized, consolidated interface to manage both its Master Data Management (MDM) system as well as legacy merchandizing system. Human Interaction: Support for inline human interactions within the processes (e.g., handling approvals: when a product is being introduced by buyers/merchants, the merchandizer approves the introduction of the item). Role Based Interaction in Portal Server: Personalized interface for the Vendors and buyers/merchants for day-to-day activities (e.g., Item Management / Purchase Order Management, etc.) Business Value of Adoption JKHLE has a customizable, single user interface that can be personalized and allows JKHLE to easily manage products, vendors, and purchase orders through a portal interface. 32

33 People SOA Entry Point: Pattern that Illustrates Ajax Rich Web Based Applications Deployed as Portlets How JKHLE Applied this Pattern Products are made up of core item details, differentiator details (combination of color and Size) and SKUs. Based on the differentiator details, SKUs are auto-generated in Master Data Management (MDM) system. The merchandizer (retail buyer) adds the core product details and the differentiator details. The SKU portion of the portlet is dynamically updated with the new SKU without the need for an entire page or portlet reload. Business Value of Adoption Merchandizers (retail buyers) of JKHLE can work more efficiently, without having to wait for entire pages to reload. Considering the amount of data entry that retail buyers deal with, the cumulative savings in time is extremely substantial. 33

34 People SOA Entry Point: Pattern that Illustrates Simple Portlet Aggregation and Invoking services on-the-glass through Portlets How JKHLE Applied this Pattern JKHLE uses a content management system to store product images. When presenting product details to the retail buyer, Portal Server aggregates product information data from MDM Server as well as the Content Management System (for product images) to display the user interface. Business Value of Adoption JKHLE buyers are able to make more informed decisions by being presented with key product details presented to them through their portal (including product specifications and associated images). 34

35 Process SOA Entry Point : Business Process Modeling, Automation and Monitoring Patterns in Business Process Management How JKHLE Applied this Pattern JKHLE uses the business modeler tool to document the existing process of new product introduction and after doing so, model the new process which entails process choreography across the retailer s existing core merchandizing, vendor management and the newly introduced MDM systems Business Value of Adoption Business Process Management (BPM) solution helps to automate the new product introduction process end-to-end Manual processes are eliminated, hence improving timeliness and accuracy with which new vendors and products are introduced Automated processes can be monitored to measure the key performance indicators like average item setup time, percentage of approved items, average vendor setup time, percentage of item adjustment by vendors and so on 35 One of JKHLE s principles dictated that new products should not be made available for sale until it is approved by the merchandizing department managers. The workflow of the approval process is built using the BPM solution, leveraging human task management. In another example, some products exist in the core merchandizing system and not (yet) in the MDM server for PIM. The Process server orchestrates the gathering of information from the core merchandizing system for population into Product Information Management.

36 SOA Security Discipline that Applies to the To-Be Reference Architecture HOW JKHLE APPLIED THIS PATTERN Enforcement of authentication is managed by a combination of Portal Server s authentication module and LDAP Server. Federated Identity Manager supports security token service that maps identities and tokens as they flow from requestor through the ESB to services (for example, services invocation to merchandizing, vendor management, & Master Data Management systems) - JKHLE is considering the use of Federated Identity Manager to allow partner companies to federate their own LDAP systems into JKHLE so that JKHLE does not have to manage the identities of its partners. Access Manager : Enforces authorization policies. For example, vendors are only given access to the product attributes that retailer allows them to change. BUSINESS VALUE OF ADOPTION JKHLE is better able to control access to its back end systems, making authentication 36

37 To-Be Reference Architecture 37

38 SOA Adoption Process Best Practices Establish a clear roadmap based on realistic goals Establish effective SOA governance upfront Develop and consume high quality business services Establish a common infrastructure Develop a top-down, enterprise SOA strategy - Agree on definitions and establish an architecture - Invest in building skills Take an incremental, iterative approach to SOA adoption and rollout - Avoid the Big Bang Establish business and management commitment in line with the scale of the project (helps to start smaller) - Implement a pilot project - Deliver business value quickly in adoption cycle Don t use SOA as a hammer - SOA isn t the answer to every problem - Evaluate new approaches to development process Agile methodologies, Business Driven Development, Modeling 38

39 Any Questions? 39

40 Thank You for Your Time Korean Grazie Italian Russian Arabic Traditional Chinese Gracias Spanish Thank You Simplified Chinese English Thai Obrigado Brazilian Portuguese Danke German Merci French Tamil Japanese Hindi 40

41 Backup deeper

42 SOA 中用到的關鍵的 Web Services 標準和技術 Semantic Standards Business Services: Service Offerings and Components e.g. Book Flight, Low Fare Search, Update PNR Data Evolving Industry Semantics (MISMO, IFX/OFX, FIXML, ARTS/IxRetail, OTAXML, OAGI, UCCNet, ebxml) Infrastructure Standards Service Orchestration (WS-BPEL) Service Discovery (WSIL, UDDI, RAS) Service Invocation & Messaging (WS-I, SOAP) Service Description (WSDL, SACL, RAS) XML (Infoset, Namespace, Schema) Network Protocol (HTTP, SMTP, Other) Security (WS-SEC) Transactions (WS-Tx) Management (WS- Management) 42

43 Examples of realizations for each entry points Scenario 交互 & 協作服務 (People) 業務流程管理 (Process) 訊息服務 (Information) 服務連接性 (Connectivity) 服務創建與重用 (Reuse) Realizations Managed client interface to information Portal interface to aggregated information Using AJAX for a rich client interface Simple portlet access to information Human workflow to manage human activities in a business process Business activity monitoring Process modeling and simulation Process automation and execution Using business rules to automate business processes Letting data content determine the flow of a business process Data cleansing Data consolidation Federation of data from disparate sources Simple information transformed into a service Content integration Master data management Adapting enterprise applications to Web services Adapting existing systems to multiple business channels Using a gateway to connect securely to external parties Internal connectivity based on open standards Consuming external services Creating new services from scratch Service-enabling existing assets using direct exposure Service-enabling existing assets using indirect exposure 43

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