Service Oriented Architecture Janell Straach DeepView Customer Architect jstraach@us.ibm

1. Service Oriented ArchitectureJanell StraachDeepView Customer Architectjstraach@us.ibm.com

2. Organization must prepare for change. Because it’s the only thing they can count on!!!!

3. What is needed to be ready for change?….Flexibility • Provide new and innovative business services and access to data • Standardize, automate and integrate processes • Extend instead of replacing existing legacy systems • Scale quickly and cost-effectively • Manage/Govern a potentially complex environment

4. What’s the challenge? ….bridging the gap between Business and IT • “Today’s IT [platforms] arcane as they may be, are the biggest roadblocks…when making strategic moves.“ • – McKinsey Flexible IT, Better Strategy

5. Depository Banks Vendor Setup Vendor VAN Process Servers Customer Perceived Shows Maintenance Universal Account Budget (Imaging) In-Stock NEW Soundscan Reconcilliation Analysis Tool Mesa Data Printer S20-Sales Hand Scan Maintenance Polling Auto Apps Replenishment Customer Printer PO Order Insertions Sales Reports Orders Corrections Calendar Warehouse Due Dates Print Costing Management General Invoice App Broadcast Maintenance Stores & Mrkts PO Filter Interface Smart Plus Smart Plus Millennuim 3.0 Sales Posting Launcher Cell Return to Phones Tally Sheet Post Load Vendor Mill. Credit App Billing Equifax Stock Options Satellite Solution Employee System A04 - Cust -Promo Software Change Notice Resource Refund Chks 1 Analysis Scheduling DFK On-line New Price Hire Entry Marketing AAS Resumix P01- Support Employee Masterfile Bus Systems P09 - P17 Cobra ABC - ISP Cyb. website Co Cycle Physical Tracking CTS Home Inventory ACH Deliveries V04-Sign Prodigy System POS CTO - Banks - ACH and Pos to Transfers Pay Host to AS400 Communication Plan Administrators Stock (401K, PCS, Life) Spec Source Price SKU Tracking Status Testing Supplier Counts Compliance Sales Scanning Tax Intercept Employee Layaways Purchase Spec SKU PO Source Performance Receiving Scorecard Mkt Coop Reactions SKU Selection Bonus/HR Tool Polling Price Management Inventory Info System DRK ABBX Customer Repair Planning I35 Early Warning Tracking System Rebate SKU Rep Transfer SKU Ad Expense Purchase Store Information Order Monitor General PowerSuite Store Ledger Scorecard Sign Tex A System N. Count Corrections Store Budget Media Reporting Merchandise BMP - Bus Tx Writer Analysis performance Mngt Workspace EDI Coordinator Mngr Approval Batch Forcasting Journal Entry Tool Kit AIMS AP Ad Measurement Cellular Rollover INVENTORY CONTROL APPS - PC INVENTORY CONTROL APPS - PC ACCTS REC APPS - PC AIMS OTHER APPS - PC Ad Reporting House Launcher Charges Recon Op. PSP File Capital Credit Projects Connect 3 SS In-Home Data Warehouse Repair Connect 3 Connect 3 Cash Receipts/Credit Reports PDF Transfe Fixed Misc Accounting/Finance Apps - PC/NT Assets Warranty Cash Over/ Billing Repair Short System Barriers To IT Flexibility Actual application topology for a company What problem needs addressing? Complex application infrastructure is expensive to maintain and difficult to adapt to business needs “Point-to-point interfaces result in an ever-increasing maintenance burden.” — Gartner 1 Consequences of Waivers From Enterprise Architecture Standards” by Greta A. James

6. 1980’s to mid 1990’s 1970’s to mid 1980’s Mid 1990’s to early 2000’s Pre 1950’s To 1960’s Late 1990’s Today Monolithic Architectures Sub-routines /Remote Procedure Calls Remote Object Invocation Message Processing Enterprise Application Integration (EAI) Services (SOA) Increasing Modularity to Achieve Flexibility IT’s Architectural Evolution: Making IT More Responsive

7. Lines of code SOA: The Next Step on the Connectivity Evolution Direct Connectivity Message Queuing Message Brokering Service Orientation Connectivity, mediation & process-control logic Connectivity logic Connectivity and mediation logic Mediation & process-control logic Connectivity, mediation & process-control logic Process-control logic Application Services Application Application Application All connectivity, mediation and additional logic buried in the application Abstracts the connectivity logic from the application Abstracts the connectivity + mediation logic from the application Reduces application to its core business functions (i.e. a service) Increasing Modularity to Achieve Flexibility

8. Depository Banks Vendor Setup Vendor VAN Process Servers Customer Perceived Shows Maintenance Universal Account Budget (Imaging) In-Stock NEW Soundscan Reconcilliation Analysis Tool Mesa Data Printer S20-Sales Hand Scan Maintenance Polling I13- Auto Apps Replenishment Customer Printer PO Order Insertions Sales Reports Orders Corrections Calendar Warehouse Due Dates Print Costing Management General Invoice App Broadcast Maintenance Stores & Mrkts PO Filter Interface Smart Plus Smart Plus Millennuim 3.0 Sales Posting Launcher Cell Return to Phones Tally Sheet D01 Post Load Vendor Millennium Credit App Billing Equifax Stock Options Satellite Solution Employee System A04 - Cust -Promo Software Change Notice Resource Refund Chks 1 Analysis Scheduling DFK On-line New Price Hire Entry Marketing AAS Resumix P01- Support Employee Masterfile Bus Systems P09 - P17 Cobra ABC - ISP Cyb. website Co Cycle Physical Tracking CTS Home Inventory ACH Deliveries V04-Sign Prodigy Etc…. System POS CTO - Banks - ACH and Pos to Transfers Pay Host to AS400 Communication Plan Administrators (401K, PCS, Life) Spec Source Stock Price SKU Tracking Status Supplier Testing Counts Compliance Sales Scanning Tax Intercept Employee Layaways Purchase Spec SKU PO Source Performance Receiving Scorecard Mkt Coop Reactions SKU Selection Bonus/HR Tool Polling Price Management Inventory Info System DRK ABBX Customer Repair Planning I35 Early Warning Tracking System Rebate SKU Rep Transfer SKU Ad Expense Purchase Store Information Order Monitor General PowerSuite Store Ledger Scorecard Sign Tex A System N. Count Corrections Store Budget Media Reporting BMP - Bus Merchandise Tx Writer Analysis performance Mngt Workspace EDI Coordinator Mngr Approval Batch Forcasting Journal Entry Tool Kit AIMS AP Ad Measurement Cellular Rollover INVENTORY CONTROL APPS - PC INVENTORY CONTROL APPS - PC ACCTS REC APPS - PC AIMS OTHER APPS - PC Ad Reporting House Launcher Charges Recon Op. PSP File Capital Credit Projects Connect 3 SS In-Home Data Warehouse Repair Connect 3 Connect 3 Cash Receipts/Credit PDF Transfe Reports Fixed Misc Accounting/Finance Apps - PC/NT Assets Warranty Cash Over/ Billing Repair Short System SOA Addresses The Barriers To Flexibility • A business-driven IT architectural approach to build a flexible infrastructure • Enable reuse of IT systems • Standards based connectivity and integration • Share services

9. Service Oriented Architecture Different Things to Different People Roles Capabilities that a business wants to expose as a set of services to clients and partner organizations Business An architectural style that requires a service provider, requestor and a service description. It addresses characteristics such as loose coupling, reuse and simple and composite implementations Architecture A programming model complete with standards, tools, methods and technologies such as Web services Implementation A set of agreementsamong service requestors and service providers that specify the quality of service and identify key business and IT metrics Operations

10. Case Study: Payments Processing Customer Bank Shared Service Bank 2 – “Supplier” Outsourced SOA Is Multi-Disciplinary Business Domain IT Domain Full Business view Creating IT flexibility Process to optimize

11. What does a SOA look like?

12. The SOA Lifecycle • Discover • Construct & Test • Compose • Integrate people • Integrate processes • Manage and integrate information • Gather requirements • Model & Simulate • Design • Manage applications & services • Manage identity & compliance • Monitor business metrics • Financial transparency • Business/IT alignment • Process control

13. Model Manage Run-timeStatistics • Monitor Business Results • Manage IT Performance • Create Business and IT Dashboards Model Business Requirements • Business Operations Analysts • IT Operations Managers • BusinessAnalysts • Software and Data Architects Unified Modeling Language Model Software Architecture Business Process Execution Language Events Assemble Deploy • Choreograph Services • Develop New Services • Configure Human Task Manager • Develop User Interface • Test WSDL EAR, DDL • Manage Quality of Service • Manage Runtime Platforms • Deployment Team • Platform-specific Runtime Specialists • Development Team • Integration Developers • Testers Team Unifying Platform Business Driven DevelopmentAn Iterative, Business-focused Development Process Continual Process Improvement Requirements ObservationModel (KPIs)

14. Business Dashboard Business Services Supports enterprise business process and goals through businesses functional service Interaction Services Process Services Information Services DevelopmentServices Management Services Enables collaboration between people, processes & information Orchestrate and automate business processes Manages diverse data and content in a unified manner Portal Federated Query Integrated environment for design and creation of solution assets Enterprise Service Bus Manage and secure services, applications & resources Business App Services Access Services Partner Services Apps & Info Assets Connect with trading partners Build on a robust, scaleable, and secure services environment Facilitate interactions with existing information and application assets CICS Access DB Access CommunityManager EJBs Siebel Adapter DB Access Infrastructure Services Optimizes throughput, availability and utilization IT Management Console Separation of Concerns The SOA Reference Architecture in Action Open Account Approved

15. Linkage between business and IT through support of the entire SOA Lifecycle Connectivity and Service Isolationthrough the Enterprise Service Bus Separation of Concerns/Modularity for incremental adoption Component-based Programming and Solution Development Business and IT Monitoring and Management Open Standards Business Services Interaction Services Process Services Information Services Enterprise Service Bus Development Services Management Services Partner Services Business App Services Access Services Apps & Info Assets Infrastructure Services The SOA Reference Architecture and its Key PrinciplesProviding IT Flexibility to Meet the Demands of Business

16. What’s the key to making this happen?….service orientation • Service orientation • Breaks down everyday business applications into individual tasks or processes… called services e.g. verifying applicant status • Provides • Links and exposes services to customers, service providers, and other businesses • Creates flexible, integrated processes “Service-oriented architecture allows organizations to leverage common line-of-business opportunities as well as creating efficiencies for overall IT services.” –Gartner March 2005

17. Service orientationThe foundation for long-term agility and repeatability With service orientation Without service orientation Without service orientation… Integrating existing systems and creating new services can be as tough as knocking down walls

18. Why service orientation now? • Necessary software to get started is available today • Widespread adoption of open standards permit improved business flexibility • Availability of best practices for effective governance • Increasing demands to keep pace with constituent ongoing needs and legislative requirements “We are taking apart each task and sending it … to whomever can do it best … and then we are reassembling all the pieces.” – from Thomas Friedman’s ‘The World is Flat’

19. Open Standards vs. Open Source: Confusion Breaking News Many people who have not done software development are confused between “open standards” and “open source”: they don’t know what code looks like and what you do with it. $xmldata = fread( $xml, 640000); // read feed contents eregi("(<article id.*>.*</article>)", $xmldata, $articlearray); // parse items $articles = explode("<article", $articlearray[0]); // place articles in array From http://www.phpfreaks.com/quickcode/Newsfeed-function-to-get-news-from-moreovercom/92.php

20. Open Standards vs. Open Source • A Standard is like a blueprint: it tells you what you must do if you actually get around to building something. • An Open Standard is one that is developed and maintained in a particularly transparent way with community involvement, and is “freely” available and implementable. • An Open Standard is the catalyst for the consistent development of applications, supporting interoperability • Open Source is code, and it may implement open standards. • Open source is developed (implemented) and maintained in a particularly transparent way with community involvement, and is “freely” available.

21. Open Source & Open Standards Accelerate Innovation Open Source By igniting collaborative problem solving Open Standards By Defining Industry-wide Best Practices

22. Open Standards are Fundamental for SOA Web Services Profiles BPEL and PHP Authoring Models Web Services & Web Service Interoperability Web 2.0 innovations Service Data Objects (SDO) Open Document & XForms Industry-based XML Standards Service Component Architecture (SCA) authoring in Java, BPEL, C++, PHP Extensive industry standards support including: EDI, HIPPA, HL7, ACORD, SWIFT, FIX, RosettaNet, SIP, eTOM, XBRL, UCCNET, Transora, and more…

23. Related Industry Standards • BOD (Business Object Document) (OAGIS) -> (IBM Messaging Standard) • BPEL4WS (Business Process Execution Language) • WSBPEL (OASIS) • Common Business Event proposed standard (OASIS) • RAS (Reusable Asset Specification) (OMG – Object Management Group) • SOAP (Simple Object Access Protocol) (W3C) • UDDI (Universal Description, Discovery, Integration) (OASIS) • XML (W3C) • XML Schema (W3C) • WSDL (Web Services Description Language) (W3C) • WS-I (Web Service Interoperability (WSI.org) • WS-Policy (OASIS) • WS-Security (OASIS) • WSRP (Web Services for Remote Portals) (OASIS)

24. Related IBM Internal Standards and other IBM Imperatives • Business Data Standards • e-business Blueprint: Application And Data Architecture • Corporate instruction for accessibility • Developing Web Services (4.3.1) • Deploying Web Services (4.3.2) • Deployment standards for server software (WAS, HTTP, MQ) • Firewall Services (5.3.1) • Enterprise Integration Messaging Standard (EIMS) (based on OAGIS BOD) (pending) • Information Technology Security Standards (ITCS104) • Internet Data Privacy (5.4.0) • Network Supported Application Port and Data Flows (5.2.1) • Standard Data Techniques for Application Development • XML Standards

25. Key Standards for SOA SOA and Web Service Standards Semantic Standards Business Services: Service Offerings and Components e.g. Book Flight, Low Fare Search, Update PNR Data Evolving Industry Semantics (ACORD, SWIFT, FIXML, OTAXML, UCCNet) Service Interaction Components (WSRP, JSR 168) Transactions (WS-Tx) Infrastructure Standards Management Security (WS-SEC) Service Orchestration (WS-BPEL) Service Discovery (WSIL, UDDI, RAS) Service Invocation & Messaging (WS-I, SOAP) Service Description (WSDL, RAS) XML (Infoset, Namespace, Schema) Network Protocol (HTTP, SMTP, Other)

26. 1. Select (next) project scope 2. Select a project 5. Review result 3. Assess and address capability gaps 4. Execute How long does SOA take to implement?…..SOA Adoption is Iterative and Incremental … with each project delivering immediate and long-term value

27. Thai Hindi Gracias Traditional Chinese Spanish Russian Obrigado Thank You Brazilian Portuguese Arabic Danke Grazie Merci German Italian French Simplified Chinese Tamil Korean Japanese

28. BackUp slides • IBM Products in SOA solutions

29. SOA Reuse and Connectivity Offerings STG GTS GBS SWG

30. Business Centric SOA Key Offerings 1/2 STG GTS GBS SWG

31. Business Centric SOA Key Offerings 2/2 STG GTS GBS SWG

32. BPM Enabled by SOA Offerings STG GTS GBS SWG

33. SOA Governance and SLM Key Offerings STG GTS GBS SWG

34. Flexible Infrastructure and Management Offerings 1/3 STG GTS GBS SWG

35. Flexible Infrastructure and Management Offerings 2/3 STG GTS GBS SWG

36. Flexible Infrastructure and Management Offerings 3/3 STG GTS GBS SWG