it architecture matters! service oriented architecture & competitive advantage yogish pai...

IT ARCHITECTURE MATTERS!

SERVICE ORIENTED

ARCHITECTURE &

COMPETITIVE ADVANTAGEYogish Pai

CTO-IT, BEA Systems

[email protected]

AGENDA

The Promise of SOA

A Roadmap to SOA

Our Experience with SOA and Our Vision

WHAT IF WE COULD...? A CIO’S QUESTIONS TO HER ARCHITECTURE TEAM

Deliver business capability in weeks, not months, nor years?

Systematically re-use existing components rather than build?

Integrate seamlessly, organically?

Dramatically lower our end-to-end cost of ownership?

Limit funds at risk to micro-investments rather than massive investments?

Focus on building business processes rather than applications?

Develop in a massively parallel way where we need speed?

WE CAN … THREE MAJOR TRENDS ARE TRANSFOMING ENTERPRISE COMPUTING

Service Oriented Architectures

Global Sourcing

Low CostHigh Performance

Platforms

1

2

3

Interoperability enabling new, much faster and efficient ways to deliver IT

Linux-Intel dramatically reducing TCO of IT

Large global supply of skills dramatically increasing affordability of labor

Speed

Efficiency

Differentiation

SOA: A PARADIGM SHIFT

Distributed Component Architecture

Service Oriented Architecture

Functionality Oriented Process Oriented

Designed to Last Designed to Change

Long Development Cycle

Interactive and Iterative Development

Cost Centered Business Centered

Application Block Services Orchestration

Tightly Coupled Agile and AdaptiveHomogeneous Technology Heterogeneous Technology

Object Oriented Message Oriented

Known Implementation Abstraction

AGENDA

The Promise of SOA

A Roadmap to SOA


A ROADMAP TO SOA

Traditional Development

and Integration

Data Exposing Services

Services-based Portals

Services-based

Processes

1

2

3SOA Value Add

Time

Share information

with multiple consumers

Consolidate services into composite

applications providing 360

views

Orchestrate services into

business processes

•Speed•Efficiency•Custom fit

Agile IT-Business

SOA STEP #1 CONSISTS OF EXPOSING ENTERPRISE INFORMATION TO INTERNAL OR

EXTERNAL “CLIENT” APPLICATIONS

Client Server ERP

Legacy

Netcentric

Get_Shipment_ Status Service

Customer A Procurement

Customer B Procurement

Sales PortalCustomer Service

Firewall

Data Exposing Services

Example: Product Shipping Status

External Service Consumers Internal Service Consumers

A single, universal method for making information

available to multiple consuming applications

independent of their platform

1

STEP #2 CONSISTS OF CREATING PORTAL APPLICATIONS THAT CREATE “360 DEGREE”

VIEWS OF THEIR USERS’ WORK ENVIRONMENT

ERP

360 Sales Portal

Services-based Portals

Example: A Sales Portal

Call Center

Get_Support_Call_History

Sales Force Automation

Get_Order_Status

Get_Customer_News

Firewall

Track_Quota

Marketing Automation

Get_Leads

Consolidation of services into a “composite

application” or portal creating 360 views of a

user’s world

2

Client Server

Legacy

Netcentric

THE SALES BEAcon, A SALES PORTAL INTEGRATING INFORMATION USING A COMMON

PARADIGM: SERVICES

Alert Service

Employee Task Service

Revenue Service

Real time, services-

based integration of:

• CRM

• Financials

• Order Management

• Knowledge/Document

management

• Collaboration tools

• Productivity tools

• External information

Stock quote Service

Account Service

QuotaService

Get_Contract_Burn_Rate

STEP #3 IS ORCHESTRATING SERVICES INTO BUSINESS PROCESSES

Shipping - ERP

Services-Based ProcessesExample: A Solution Milestone Invoicing Process

Professional Services

Automation

Get_Milestone_Status

Customer Portal

Get_Shipment_Status

Get_Customer_Validation

BillingContract

Management

Get_TermsCreate_ Invoice

Create InvoiceValidate

Status with Customer

Map Against Contract Terms

Get Services

Burn Rate

Verify Project Milestone

Status

Verify Product Shipment

Status

Service Orchestration

Business Process

3

Client Server Legacy

Netcentric

EXAMPLE: AN HR PROCESS – THE EMPLOYEE ON-BOARDING PROCESS

Services

orchestration into a

single workflow

across:

• Peoplesoft

• Exchange

• LDAP

• HR Portal

Easy to reconfigure

via Workshop

interface

THE NEED FOR “A” IN SOA

App 1

Portal 1

App 2 …

Service 1

… App P

Portal 2 … … Portal i

Service 2 Service 3 Service 4 Service n

Enterprise-wide Shared Services or StandardsMessaging – Service Directory and Brokering – QoS Management -

Application and Database Connectivity – Security – Data Matching – Semantic Model – Profile Management - Single Sign On, etc.

Opportunities for Architectural Standards and Shared Services

AGENDA

The Promise of SOA

A Roadmap to SOA


OUR ARCHITECTURE: EVOLUTION OVER THE PAST THREE YEARS

Traditional Packaged

Integration

1st Generation SOA: Infrastructure- Centric

Architecture


Applications


Applications

Infrastructure Services

Custom Portal Applications


Applications

Infrastructure Services and

Integration Hub

2nd Generation SOA

Composite, Services-Based

Applications

“The Basics”

Extend and Differentiate Efficiently

Integrate, Re-Use, and Develop Ultra-Rapidly

A B C

1996-1999 2001-2003 End Of 2003+


Our approach to enterprise architecture.

““A Better Approach”A Better Approach”

Service-Centric ArchitectureService-Centric Architecture

The “Old Ways”The “Old Ways”

Typical Legacy Enterprise Typical Legacy Enterprise Architectures – Complex, Architectures – Complex,

Expensive, RigidExpensive, Rigid

• Proliferating applications

(multiple ERPs, SFAs,etc.)

• Costly bolt-on systems and

customizations

• Point-to-point integrations

• Poor data integrity ERP SFACall

Center…

Enterprise Infrastructure Services

Custom Portal

Applications

Custom Portal

Applications….

Packaged ApplicationsPackaged Applications WebLogic PlatformWebLogic Platform WebLogic PortalWebLogic Portal

ERP SFACall

Center…

We start with vanilla implementations of industry standard core applications.

•Industry standard core applications - robust core business logic and data structure•Vanilla implementations

•Easier and cheaper to maintain•Easier and cheaper to upgrade or replace

•Footprint limited to best-of-breed

•One standard implementation worldwide

Core Application Foundation: Simplicity and EfficiencyCore Application Foundation: Simplicity and Efficiency1

Core Application Foundation

1

Packaged ApplicationsPackaged Applications

ERP SFACall

Center…


We integrate and extend our applications with layers of Enterprise Infrastructure Services.

•Enterprise Infrastructure Services Integrate and Extend architecture:

•Portal Services -presentation and user interface services•Shared Business Services -interfaces to the applications: requests for data, or business logic functionality•Messaging & Brokering Services -core integration services: messaging, transport, workflow, brokering, etc.•Shared Application Services - horizontal services and foundational components such as Logging,

•Efficient: re-use of common services, few point-to-point integrations•Powerful: business logic and data exposed and shared across enterprise

Enterprise Infrastructure Services FoundationEnterprise Infrastructure Services Foundation2

Infrastructure Services Foundation

2

1

Packaged ApplicationsPackaged Applications WebLogic PlatformWebLogic Platform

And build custom portal applications tailored to our business needs.

•Flexible: portal-based custom applications tailored to our business needs - Secure customer applications that include business logic and provides interface with Enterprise Services, Applications and Data•Efficient: built on top of the Infrastructure Services (50%+ time and cost savings from re-use of common services)•Powerful: portlets integrate data and business logic from across enterprise

Custom Portal Applications for Unique CapabilitiesCustom Portal Applications for Unique Capabilities3


ERP SFACall

Center…


Custom Portal

Applications

Custom Portal

Applications….

Packaged ApplicationsPackaged Applications WebLogic PlatformWebLogic Platform WebLogic PortalWebLogic Portal

2

1

3

Kana (Marketing Automation)

Clarify (Call Center)

Siebel (SFA)

PeopleSoft 8 (ERP)

Shared Application Services

OUR 1st GENERATION SOA HELPED BUILD FRONT-END PORTAL APPLICATIONS VERY RAPIDLY AND

EFFICIENTLY

Portal Services

Employee Manager

Portal

eSupport(Customer

Self-support)

eOrders (Quote-to-

Order)

eLicense (SW license

mgt.)

Dev2Dev (developer rel. Mgt.)

PartnerNet (Partner rel.

mgt.)

CustomersProducts

Employees

Partners

Enterprise DataEnterprise Applications – Back-end

Custom Portal Applications – Front-end


Licenses

Renewals(Installed

Base mgt.)

Directory Services

Yahoo Messenger Ent. Ed. (Chat)

Google, Inquira (Search)

Documentum (Content Mgt.)

Enterprise Services

Portal Architecture Approach

Conte

nt

Managem

entDomain

Data

base

Sie

bel

ServicesDTOs

PresentationBusiness Delegate

DTOs DTOs

Recommended Approach to Architecture Based on Service Oriented Architecture which Promotes re-use at all levels

Provides capability to deliver in weeks not months (once we have a stable framework)

Leverage each product for what it is good at, example: WLP for Presentation based on Entitlements

Allows business to combine services to deliver new capabilities

Domain Access Layer provides abstracts the data source and the relationship, there by minimizing the impact of changes to the source systems

De-coupling Presentation from the business logic makes it reliable and scalable

Horizontal services and foundational components

Presentation and user interface services


Service Locator

Notification Search Framework

Exception Handling

Application Configuration

MonitoringLoggingServices

Access Control

Portal Services

Personali-sation

Login, Registration Entitlements

PresentationSSO

Search Brokering

Content Brokering

…

…

OUR SECOND GENERATION SOA: SERVICES TO INTEGRATE THE ENTERPRISE AND BUILD COMPOSITE

APPLICATIONS

Employee Manager

PortaleSupport

“Traditional” Portal Applications


Shared Application ServicesMessaging & Brokering Services

Portal ServicesShared Business Services

Composite Applications

Services Portal Sales Portal

Open_Case

Get_History

Get_Customer

Create_Quote

Get_Contract

Get_Customer

Enterprise DataEnterprise ApplicationsEnterprise Services

Search, Content

Mgmt, etc.ERP, CRM, etc.

CustomersProducts, etc.

Composite Applications Assembled from Business Services Components and Portlets that Expose Enterprise

Data and Functionality

Header

Standard message format required to implement the Service & Message Broker

Standard message format required for handling multiple protocols

Shelter end applications from having to know routing information

Required to route message through the Service & Message Broker

Message Header Attributes: Message Id: Unique identifies for the

message instance

Request type: the time of request or reply the message contains

Source Identifier of source system, for reply routing

Destination: Identification or destination system

Status: Error message

Payload attributes: XML formatted request / reply

message

Payload

XML Format Request or Reply

Destination

Request type

Source

Status

Message ID

Service & Message Broker architecture approach

Messaging & Brokering Services

Service Repository

Asynchronous Messaging

Asynchronous Workflow

Service Finder & Broker

Shared Business Services

…

Vertical/business services: Web Services interfaces to the applications: requests for data,

or process

Core integration services: messaging, transport, workflow,

brokering, etc.

……

……

……

…

PortalApp

PortalApp

PortalApp

PortalApp

PortalApp

PortalApp

PackagedApp

PackagedApp

PackagedApp

PackagedApp

Service & Message Broker

Service & Message Broker

Transform TransformProcess

Optional OptionalAll incoming &outgoing messageto the process arein canonical format

All incoming and outgoing messages to the process shall be in standard format

Messages shall not be transformed if they are already in the standard format

The Service and Message broker should be able to handle any protocol or message format

Service can be executed locally or remotely

Message and Service Broker converts the messages to a standard format (if required) and routes them to the

appropriate destination

(WebLogic Integrator)(WebLogic Integrator)Message

Standardization

Web Services

ServiceRepository

Request Service

Service N

Service 2

Service 1

…

MessageChannel

ClientApp

ClientApp

ClientApp

ClientApp

ClientApp

ClientApp

ClientApp

ClientApp

Publish Messages

JMSQueue

OutputFile

JMSWorkflow

FileWorkflow

App ViewWorkflow

event

ClientApp

ClientApp

JMSQueue

Web Service invocation

Message Broker Service Broker

Non-standard messages are converted to standard message format before invoking the service broker

The service broker can receive requests from any channel (synchronous & asynchronous)

The services can be invokes either on the Service & Message Broker or remotely

Input Channel S

Invoke Sync

Service(send w/ reply)

FormatResponse

Get Support Cases by Account

Get Customer Address

Publish MessageService

All Messages

DetermineService

Service RepositoryObject Attribute Action Service

Customer Address Get GetAddiress

Customer SupportCase Action GetSupportCases

Customer Contact Add AddContact

Header should be fully formed at this time, question still

open whether adapters can

handle formatting

TranslatePayload

Source ServiceTransform.

objectKE GetSupportCases

eSupport GetSupportCases SupportCaseXML

External AddContact AddFlatCustomer

Translation X-Ref

If no transformation is needed, leave blank

AddFlatCustomer

SupportCaseXML

Start fromChannelMessage

Start fromDirect

Invocation

XML file XML file

SyncCall?

Sync?

Sync

Async

Invoke Service(send)

PublishResponse

Message toInput Channel

SyncResponse?

Yes

Yes

No

No

Service Broker component

Ability to handle anywhere from 40% to 70% of all messages routed through the I-Hub

Configurable service broker eliminates the need to implement one Workflow per business process (traditional approach)

Enables administrators to dynamically add / modify shared business services

Implemented as a single JPD on WLI

Client Library enables services to be dynamically deployed / configured

Client Application

Service Locator

Locator RepositoryService

GetAddiress

GetSupportCases

AddContact

Target

EJB Service

WSService

Service Broker

ServiceInterface

EJB ServiceProxy

Web Service Proxy

Integration HubProxy

Client Environment Integration Hub

Service Provider Environment

EJBService

WebService

WebService

ServiceBroker

The Service Locator Client library allows for services to be deployed locally or remotely transparently to the client application

Service locator allows for same service invocation whether services are local and invoked directly, or invoked through the Service Broker

Services can be redeployed at will without affecting the client application nor its interfaces

Authentication AuthorityAuthentication Authority

Integration HUBIntegration HUB

Web Services

Security Model

SiebelSiebelPSFTPSFT

PartnerNetPartnerNet

eSupporteSupport

OtherOther

ClarifyClarify

Internet

eLicenseeLicense

Dev2DevDev2Dev

internal users

user store

Firewall Firewall

pe

rime

ter

1. client makes a login request

2. App forwards authorization request

3. return a token after authentication

4. save token as cookie

6. Web service call with user authentication token

7. Authorize web service call vs. token plus user roles

direct call blocked:no or invalid token

The objective is to leverage this security model for the entire Enterprise – including Network Services

pe

rime

ter

pe

rime

ter

pe

rime

ter

pe

rime

ter

Request Service

Web Services

Authenticate User

5. client makes a service request

Get Support Cases by Account

How it works: business applications interact through Enterprise Infrastructure Services layers.


Customer Repository

Unique ID Generator

Data Services Exception Handling



Web Services Security


Service Repository




Vertical/business services: Web Services interfaces to the applications: requests for data,

or process

Core integration services: messaging, transport, workflow,

brokering, etc.

Horizontal services and foundational components

Portal Services

Personali-zation

Presentation Authenti-cation

Universal User

Profile

Content Brokering

…Single sign-onEntitlement


Get_ Licenses

Create_ Order

Update _Lead

Create_ Contact

…

Get_ Customer

Get_Purchase_History

Get_ Case_History

Presentation and user interface services

The architecture leverages the BEA platform and Web Services extensively.

…


WLS

Data Services

WLS

Logging

WLS WLI

Exception Handling

WLS



WLS WLI Other

Monitoring

WLS Other

Unique Customer

ID Generator

WLS Other

Customer Repository

UDDI

WLS Other WLI WLI

Service

Repository Service Finder & Broker


WLIWLSJMS



…

Web Services

Workshop

WLI

Get_Case_History

Get_Purchase _History

Get_Licenses

Liquid DataWLS


WLP

Personali-zation

WLP

Presentation

WLS

Authentication

WLS

Entitlement

WLP

Universal User Profile

WLP

Content Brokering

WLP WLS

Single sign-on

Portal Services

Date Name Product Issue Level

03/15 P. James WLI 1

03/15 M. Wright WLP 2

03/15 J. Yu WLS 1

03/15 T. Chen Workshop 3

03/15 A. Petit WLI 1

Sales Portal - Example

Account AT&T Wireless Seattle

Customer News Words you cannot search for and which cannot improve your search include: ….

Order History




03/15 J. Yu WLS 1



Licenses Installed Base

Support Case History

Overall Statisfaction: 4.5Loyalty Index: 3.1

Project Name Product Status

Supply Chain Portal WLI In Progress

Enterprise Billing WLP In Progress

Settlement Automation WLS Complete

Customer Care Portal Workshop Complete

Professional Services Projects

Service Experience

MyQuotesLeads

Contracts

Product License # Contacts IP Addresses

WLI 12345 P. James IP addresses

WLP 67890 J. Chen IP addresses

Workshop 12345 M. McCain IP addresses

WLS 67890 A. Haggarti IP addresses

IntelligenceCampaigns


Customer Repository

Unique ID Generator






Service Repository




Portal Services

Personali-zation


Universal User

Profile

Content Brokering



Get_ Licenses

Create_ Order

Update _Lead

Create_ Contact

…

Get_ Customer


Get_ Case_History

It allows us to build powerful new business applications.

Superior Customer Insight

Better Coordination and Sharing Among Selling Team

Integration of Selling (what we promise) with Delivery (what the

customer experiences)


Customer Repository

Unique ID Generator






Service Repository




Portal Services

Personali-zation


Universal User

Profile

Content Brokering



Get_ Licenses

Create_ Order

Update _Lead

Create_ Contact

…

Get_ Customer


Get_ Case_History




03/15 J. Yu WLS 1



Customer Portal - Example

Company AT&T Wireless Seattle

Order History Date Name Product Issue Level



03/15 J. Yu WLS 1



MyLicenses

Support Case History

Project Name Product Status

Supply Chain Portal WLI In Progress

Enterprise Billing WLP In Progress

Settlement Automation WLS Complete

Customer Care Portal Workshop Complete

Professional Services Projects

Service Experience

Product License # Contacts IP Addresses

WLI 12345 P. James IP addresses

WLP 67890 J. Chen IP addresses

Workshop 12345 M. McCain IP addresses

WLS 67890 A. Haggarti IP addresses

MyContactsMyConfigs

Support ToolsEvents

The new architecture and many of the same services can enable customer facing applications.

360 degree view of my relationship with BEA

Improved coordination with BEA and my team members

Reduced productivity losses

Name J. Cheng

Position Sr. Director, eBusiness

Enterprise Services Hub

OUR LATEST ARCHITECTURE VISION IN ITS SIMPLEST FORM

Portlet Libraries

Universal Portals

Portlet Service Portlet

Application Engines (ERP, CRM, SCM…)

Data Sources (Customers, Products,…)

Enterprise Applications and Data integrated via Enterprise Services Hub

Functionality and Data exposed via Services and Portlets – cataloged in libraries

Applications assembled in remote portals – “the user is the owner”- multi-channel delivery

Service Portlet Service

Services Libraries

THE RESULTING PORTALS AGGREGATE PORTLETS HOSTED BY SOURCES AND IS FULLY

CONFIGURABLE

Registryof existing

portlets(local & remote)

New functions and content can be added on the fly simply by adding the remote portlet web service definition to the catalog – The resulting portals can be continuously expanded without affecting current functions

Welcome, Rhonda HockerWednesday, February 4 2004

Google Search

BEA Weblogic review Go

Results- LinuxPlanet reviews: BEA Weblogic for Linux…- BEA Weblogic review forum- More >>

x

BEA Email x

From Subject Received

Philippe.B…. WLI Strategy 02/04/2004Dale Slaug... Re: SOA Architecture 02/03/2004Yogish Pai SOA Architecture 02/03.2004

More >>

Yahoo Mail x

Sender Subject Date Size

jk100@... Friday trip Sun 2/1 2Klara.en… Request Sun 2/1 1KRemind… Birthday Reminder Fri 1/30 3KMore >>

Draft - Folders - Trash

BEA Address Book x

Ashburn Go

Tom Ashburn 408-570-8628 Email - IM

Placement of portlets in the portal will be dynamic and also configurable by user

Available Portlets can reside either in internal servers or external providers – all communication to remote portlets through Web Services

Major Opportunities

Customer Name Value

Albertson’s 8.1 WLI / WLP $7.5MAT&T Portal 8.1 … $2MVerizon W.. Platform / Ent.. $15MMore >>

x

My Travel

Conf # Descrfption Start Date

0192985 SFO-BOS-SFO Feb 140194677 SFO-LHR-SFO Feb 22

Make a reservation >>

x

BEA News (Factiva) x- Prudential Selects BEA Systems …- E*Trade Japan builds Linux-based …- Norvergcence Standardizes on BEA... - More >>

Configure PortalConfigure Portal

V

V

Employee Self ServiceMy Benefits

My Information

My Payroll

My Travel

My Purchasing

Electronic W2

Sales SupportMajor Opportunities

Customer Contacts

ProductivityBEA Address Book

BEA Email

BEA Calendar

External SourcesBEA news (Factiva)

Industry news

Stock Quotes

Google Search

Yahoo Mail

x

x

x

x

x

x

x

x

x

THIS NEW ARCHITECTURE RADICALLY REDUCES TIME TO BUSINESS VALUE

12 - 16 months +

3 - 4 months

Weeks*

First Generation SOA with 12x4 Delivery Model

Typical ERP – Major Packaged

Application Integration

Second Generation SOA

Our 2004 Delivery Model

Ultra-rapid delivery with highly parallel development (each service component has contained scope)

Highly flexible with lower risk

Time to Business Value Delivered

* 3 weeks from requirements to deployment of Web Services (once infrastructure is built) Multiple services can be built in parallel; 3- 4 weeks for assembly of new applications based on pre-built services

We started migrating from Unix to Linux in 2002. Linux-Intel is now our deployment and development standard

Portal Apps

CompositeApps



Portal Services


Enterprise

Services

EnterpriseApplications

(ERP, CRM, etc.)

EnterpriseData


Deployment Standards

On a case-by-case basis

Proxy Tier

Application Tier

Integration Services

Security Services

Linux is ideally suited for SOAs.

Portal Apps

CompositeApps



Portal Services



High Processing Power for the DollarIdeal for transaction intensive components (portals, messaging and brokering services)

OpennessAllows OS tuning for single purpose components where performance is key (messaging and brokering, authentication, security services, etc.)Small FootprintIdeal for creation of single purpose (“plug and play”) appliances (grid computing)

IT ARCHITECTURE MATTERS!

SERVICE ORIENTED

ARCHITECTURE &

COMPETITIVE ADVANTAGEYogish Pai

CTO-IT, BEA Systems

[email protected]

it architecture matters! service oriented architecture & competitive advantage yogish pai...

Documents

business slide

services example

promise of soa

soa step

vision slide

status service customer

portal applications

soa value