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SOA and Collaboration. Ashok Iyengar & John Boezeman & Objective. SOA :: Collaboration Human Tasks :: Approvals :: UI :: Collaboration SOA :: WS :: Business Processes :: Human Tasks. SOA and Collaboration Agenda. Introduction  Patterns

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soa and collaboration

SOA and Collaboration

Ashok Iyengar & John Boezeman &

  • SOA :: Collaboration
  • Human Tasks :: Approvals :: UI :: Collaboration
  • SOA :: WS :: Business Processes :: Human Tasks
soa and collaboration agenda
SOA and Collaboration Agenda
  • Introduction 
  • Patterns
  • Architecture / Design
  • Mashups – In depth
  • Summary

Beyond SOA Entry PointsGetting started with Collaboration in SOA

  • Extend the ability to collaborate inside & outside
    • Enhancing people to people collaboration
    • Support multi-channel delivery
  • Business model & process innovation
    • Seamless coordination between automated and people/information driven business processes
    • Increase organizational effectiveness
  • Leverage information for business optimization
    • Deliver trusted information real time and in context
    • Reduce risk and improve visibility into business operations





Software innovation through collaborationModeling to Governance

  • Real time, in-context team collaboration
    • Software development more automated, transparent and predictive
  • "Think and work in unison"
    • Integrated source control, work item and build management
  • Assess real-time project health
    • Capture data automatically and unobtrusively
  • Automate best practices
    • Dynamic processes accelerate team workflow
    • Out-of-the-box or custom processes
  • Unify software teams
    • Integrate a broad array of tools and clients

transparent integrated presencewikis OPENreal-time reporting chatautomated hand-offsWeb 2.0 custom dashboards automated data gatheringEXTENSIBILITYEclipse plug-ins services architectureFREEDOM TO CREATE


Process Developer

Business Analyst












Integration Specialist

Portal Server


Portlet Design

Export WAR



Portlet Developer


Portal Architect


Process Portal MethodologyExtended to eForms…also applicable to Web 2.0



Export BPEL project


Import BPEL project

Deploy Code


Process Server

Business Processes

Forms Designer

Forms Servlet

Export eForm


Import eForm

White Board




Page Layout



Tooling to support…

Time spent on…

LOB User

Casual User

Unstructured, planned work

  • Attending meetings

Unstructured, unplanned work

  • Phone calls, interrupts

Process-oriented User

Administrative User


planned work

  • Handling calls in a center

Structured, unplanned work

  • Workflow requests

User InteractionNature of Individual’s work, Roles, & Collaboration Points

Informal processes


Formalized processes


Planned activities

Unplanned activities


soa and collaboration agenda1
SOA and Collaboration Agenda
  • Introduction
  • Patterns 
  • Architecture / Design
  • Mashups – In depth
  • Summary
interaction patterns with human tasks
Interaction Patterns with Human Tasks

To-do Task



Task Web

Service Interface

Task Participant





Web service





Task Originator


Task Participant










Web Service


Task Originator





Web service

invocation task pattern process ui integration
Invocation Task PatternProcess/UI Integration
  • Description: UI artifact is used to start a business process
  • Usage: Use the UI to obtain input parameters from the user, click “Submit” button to initiate the business process
  • Examples:
    • Online in browser-based environment or rich client (Form Viewer)
    • Offline with rich client the business process is started after reconnect
    • e-File Tax Form
    • Remote Insurance Claim
to do task pattern process ui integration
To-Do Task PatternProcess/UI Integration
  • Description: UI artifact is used to interact with the business process
  • Usage: Business process encounters a Human Task, it pauses and notifies a human. User claims the task to work on, provides relevant values and clicks “Continue” button. Business process proceeds to the next task.
  • Examples
    • Custom Forms, JSPs, Process Portlets
    • Travel Booking
    • Approvals Process
collaboration task pattern process portal integration
Collaboration Task PatternProcess/Portal Integration
  • Description: Use collaborative UI artifacts to communicate with other humans and obtain information required to complete a task in a business process
  • Usage: Human Task in a business process may require sub-tasks. Spawn other tasks, gather all information and provide it to the business process so it can continue to the next task.
  • Examples
    • Provide “helper applications” outside of process domain
    • Use collaborative portlets
    • Page Aggregation, people awareness, personalization portlets
    • Document Approval
    • Subtasks & Ad hoc Tasks

User Interaction choices for Business ProcessesHuman Tasks :: UI :: Collaboration








User Interaction choices in SOASOA :: Processes :: Human Tasks :: UI :: Collaboration

  • Traditional Web
    • JSP/JSF
  • Portal
    • Task List Portlets and Interaction Portlets
  • eForms
    • XFDL Forms, XPDL Forms
  • Web 2.0
    • AJAX / Dojo
  • Google Maps
    • Google Gadgets
  • Social Networking
    • Spaces
soa and collaboration agenda2
SOA and Collaboration Agenda
  • Introduction
  • Patterns
  • Architecture / Design 
  • Mashups – In depth
  • Summary
portal as your soa user interface

Integration and collaboration

Real-time access & decisions

Composite applications

Process portal services

Federation services

Offline use of services

Portal as your SOA User Interface

Portal SOA foundation elements

  • WebSphere Portal provides the user experience which enablespeople to interact effectively with business process services

IBM WebSphere Portal



Presentation Layer





motivation for eform process portals
Motivation for eForm Process Portals
  • Humans drive business processes and vice versa
  • eForm Process Portal expedites decision making
    • Related information needed to complete a task can be provided by others portlets on same page
    • Built-in human task support for role based activities, notifications, escalations, assignments
  • Forms support provides
    • Pixel-perfect precision layout for industry regulated forms
    • Treat an entire transaction as a single document with business logic
    • Portable documents across platforms and systems
    • Ability to have the process workflow move from one form-page to another
    • Digitally signed documents
what is the motivation for mashups in soa
What is the Motivation for Mashups in SOA?
  • Human to human collaboration
    • New twist to the term M2M : Machine to Mashup
  • Rapid Response Visualization
    • Dynamic decision making
  • Information overlay gives a different perspective
different types of mashups mashups collaboration
Different Types of MashupsMashups :: Collaboration


Mashup encompasses both data and presentation mashups.

Presentation- focused Mashups



Assemble + wire


Data Mashups


Access + transform data sources


soa and collaboration agenda3
SOA and Collaboration Agenda
  • Introduction
  • Patterns
  • Architecture / Design
  • Mashups – In depth 
  • Summary
web 2 0 is
Web 2.0 is…

rich user experiences that encourages end users to become significant producersand consumers of data

about connecting people, and making technology efficient for people.

making content and services mixable – giving rise to mashups

evolving dozens of markets of millions of people into millions of markets of dozens of people

when you think of web 2 0
When you think of Web 2.0…
  • Data-Driven - Business Value centered on Content
  • Emphasis on Simplicity –new classes of content-developers are being empowered
  • Improved Experience – helps attract, serve and retain users
  • User Generated Content – users becoming active participants and self-organizing
  • Collaboration – sharing of content harnesses collective intelligence
  • Remixability – Mixing data from various sources helps yield hidden insights

Blogs provide a platform for individuals to share their perspective and create derivative content based on raw data

Social tagging and Social bookmarking enables a community to cultivate a common vocabulary, find related information, and ranks data to aid consumption

Social Networks provide individuals to link to friends, associates and colleagues

Communities enable groups of people that share a common interest, need or passion to interact and grow their understanding

Benefits for IT:

Deployment of new collaboration solutions within the organization facilitates responsiveness, and enables timely information exchange

Collaboration with external stakeholders (i.e. customers, partners) will foster stronger business relationships and potentially encourage self-service

the real secret behind web 2 0
The real secret behind Web 2.0!

…beyond the technology what makes Rich Web Experiences possible???

…what initiates collaboration??? What makes collaboration essential???

Organizations often find that their data is hidden or locked within applications or other specialized data sources

In Web 1.0, even web-content was inseparable from presentation structure, and style

Unlocking data from existing data sources and making web-content more easily consumable makes the data more reusable and shareable

Web 2.0 has spurred adoption of XML-based Content Syndication formats, which make data “mashable”

RSS & Atom


Tapping into the potential of Web 2.0 with Mashups!

A “mashup” is a lightweight web application created by combining information or capabilities from more than one existing source to deliver new functions & insights.

  • Rapid creation (days not months)
  • Reuses existing capabilities, but delivers new functions + insights
  • Requires limited to no technical skills
  • Often mixes internal and external sources
what is a data mashup
What is a Data Mashup?

A “data mashup” is a new feed that is made out of one or more feeds. The input feeds can be combined, transformed, filtered, etc, in order to make the new feed.

  • Data Mashups
  • Access + transform data sources
  • Example Scenario: Take an excel spreadsheet of insurance policies and merge with feed from National Weather Service to generate a new feed

What is a Feed?

  • A web feed is a data format used for providing users with frequently updated content
  • Content distributors syndicate a web feed, thereby allowing users to subscribe to it
  • Making a collection of web feeds accessible in one spot is known as aggregation, which is performed by an Internet aggregator
  • A web feed is also sometimes referred to as a syndicated feed
  • A widget is a small program or piece of dynamic content that can be easily placed into a web site.
  • Widgets are called different names by different vendors: gadgets, blocks, flakes.
  • Widgets can be written in any language (Java™, .NET, PHP, etc.) and can be as simple as an HTML fragment.
  • Widgets can be non-visual.
  • Widgets often encapsulate an API.
  • “Mashable” widgets pass events, so that they can be wired together to create something new.
  • There are no standards around widgets yet, but IBM is moving towards a common definition called iWidget.
leading interoperability and openness
Leading Interoperability and Openness

IBM formed the Open AJAX alliance to drive interoperability among AJAX toolkits and more recently has been driving initiatives to develop standards for widgets, mashups and mashup security

More than 100 members including Microsoft, Oracle, SAP

mashups arm it and empower line of business
Mashups Arm IT and Empower Line of Business
  • “Integration on the glass” enables disparate data sources, and services across the organization and external sources to be remixed
  • Rapid prototyping ability aligns LOB requirements with IT implementation
  • Cost of personalization and customization is now significantly reduced
  • Productivity gains will enable IT to improve organizational responsiveness to emerging business opportunities
  • IT investments in SOA can now be translated into visible business value
    • By unlocking core content and surfacing componentized services, IT simultaneously reduces the IT Delivery Gap and empowers LOB to be more responsive
mashups can solve pent up demand for applications

US Estimates for 2006

(double for WW)

Longer term, strategic applications

Number of users per application

Simple, situational applications built by Domain Experts

Spectrum of applications

Mashups Can Solve Pent-up Demand for Applications
  • Situational Applications
  • Rapidly created to address an immediate need of an individual or community
  • Typically, but not necessarily, short-lived (a just-in-time solution)
  • Good enough
  • Built by domain experts (knowledge workers) to solve their own problems
  • Why Companies want Mashups:
  • Foster innovation by unlocking and remixing information in ways not originally planned for
  • Quickly uncover new business insights by easily assembling information from multiple sources on the glass
  • Increase agility by supporting dynamic assembly and configuration of applications
  • Speed development and reduce development costs through lightweight integration, reuse and sharing
blueprint of mashup enablement technologies

Open Standards and APIs

Business and Internet Data Sources



Web services



Domino DB





Google Gadgets

Blueprint of Mashup Enablement Technologies

Mashup Environment

Business Security & Management

Visual Mashup Makers

Widget Model

Basic Dashboards

RIA Builders


Mashup Makers

Widget & Content Catalog


Delivery &



Feed Management

Data Connectors &


ibm focused on mashup security and standards
IBM: focused on Mashup Security and Standards

Protecting against malicious 3rd party widgets by donating secure mashup technology to OpenAjax Alliance

Widget 1

Widget 2

Communicates in background with public server

Communicates in background with enterprise web service

Trusted Company Server

Widget 3

Communicates in background with public server

Untrusted Public Server

Untrusted Public Server

consumer created applications banking mashups
Consumer Created Applications – Banking Mashups

Assemble and view mashup

on web and mobile

Select an account

Send a message to bank

On a Web page

View account history

On your iPhone

logistics management usable airport search mashup
Logistics Management: Usable Airport Search Mashup
  • Customer Motivation: Utilize existing data sources to improve rapid response capabilities for FAA.
  • Scenario:
    • Enable government officials, in response to local or widespread emergency, to quickly identify the nearest airport that can safely handle an incoming aircraft based on aircraft’s performance characteristics
      • Airport location
      • Airport status
      • Runway length
      • Local weather
  • Mashup was demonstrated to FAA officials and Cabinet members in mid-May

IBM Mashup Center

real time coordination communication
Real-time Coordination & Communication
  • Customer Motivation: Connect with colleagues and associates based on their availability and location
  • Scenario: Locate and contact contacts
    • Using network-based services, locate and contact available colleagues
      • Contacts List
      • Presence
      • Location
      • Third-party call
      • Send SMS
  • Demonstration has been used as part of Web 2.0 briefings with Telecoms

IBM Mashup Center

situational awareness shipment monitoring dashboard
Situational Awareness: Shipment Monitoring Dashboard
  • Customer Motivation: Role-based visualization of data across supply chain
  • Scenario: Shipment Monitoring Dashboard
    • In-transit shipment details
    • Shipment location
    • Events that could disrupt shipment
  • Mashup combines organization’s shipping data and Internet-based data (piracy incidents and weather)
where to get more information
Where to get more information
  • Visit our IBM Mashup Center website
  • Lotus Greenhouse url:
  • IBM Mashup Center external Wiki:
  • Keep Up with New Developments at our “Mix and Mash” blog
  • Checkout some videos
    • How-to Details for IBM Mashup Center
    • Getting Started with IBM Mashup Center Beta (Parts 1-3)
  • Contacts for more information:
  • Lotus Mashups Lead Architect:
    • John Boezeman(
soa and collaboration agenda4
SOA and Collaboration Agenda
  • Introduction
  • Patterns
  • Architecture / Design
  • Mashups – In depth
  • Summary 
user interface decision matrix
User Interface Decision Matrix
  • Choices are combined to create best-suited collaborative UIs

SummarySOA and Collaboration

  • Get teams involved at Modeling time
  • Collaboration when creating Web Services and governance helps in re-use of services
  • Collaborative Development
    • Look into new IDEs
  • Collaborate on User Interface design
    • UI should be intuitive enough for non-technical users and powerful enough to drive SOA solutions
soa and collaboration agenda5
SOA and Collaboration Agenda
  • Questions?

Federal SOA Lecture Series - Web 2.0 by David Barnes – November 13th

  • 1301 K Street, NW, Washington, D.C
ibm press book
IBM Press Book

ISBN # 013224831X