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Integrating Salesforce.com and Oracle ERP Using IBM WebSphere Cast Iron

  1. CONNECT WITH US: Integrating Salesforce.com and Oracle ERP Using IBM WebSphere Cast Iron Sandeep Chellingi Technical Lead , Integration and Infrastructure Practice, Prolifics
  2. CONNECT WITH US: Agenda  Speaker Introduction  Challenge: Traditional Integration using Multiple on demand integration tools across hybrid Environment.  Success: Integrated Various Business Data using CastIron.  Solution Overview  Key Project Elements  Lessons Learned  Key Takeaways 2
  3. CONNECT WITH US: Speaker Introduction SANDEEP CHELLINGI Technical Lead , Integration and Infrastructure Practice, Prolifics Sandeep is a Technical Lead IT Solutions Consultant focused on IBM service oriented architecture and cloud computing related activities. In this role, Sandeep is part of Middleware Integration and Infrastructure team where he lead a number of initiatives around technology strategy, roadmaps and standardization. Role for this project: CastIron Integration Development and Infrastructure specialist. 3
  4. CONNECT WITH US: 4 5-Years Compound Annual Growth Rate 19% Employees Worldwide 1,500 Global Presence United States, United Kingdom, Germany, India 20+ Technology Accelerators 550+ Technical Certifications Over 10 Technology and Solutions Awards since 2009 including Business Agility, Customer Integration and Digital Experience, the first ever Beacon Laureate for Business Agility Over 160 global customers are currently Fortune 1000 companies Best-in-class architects and specialty experts: BPM, Integration, Digital Experience, Security, Testing, Business Analytics and Enterprise Content Management End-to-End Project Expertise Rate of Repeat Engagements* 91% Prolifics at a Glance Years in Business 35+ Offices 14 Awards Technology Expertise Fortune 1000 *based on % revenue Source – December 2013 internal revenue metrics
  5. CONNECT WITH US: Why IBM CastIron as Implementation Solution  Integrates SaaS applications and on-Premise applications, providing a platform to effectively consolidate and manage the application.  Leverages CI out-of-the-box functionalities to integrate complex application and the limitations on the existing solutions.  Focuses on building Common Frameworks to offload NFRs – Security, Governance, Monitoring, Data Transform.  Integration Solution for data migration, process integration and can also function as a data feed.  Provides High Level of Automation and high Quality Documentation. 3/4/ 2015
  6. CONNECT WITH US: Websphere CastIron Implementation Overview 6
  7. CONNECT WITH US: Challenge: Integrate Multiple Business Products  Integrate sales cloud, service cloud and e- commerce to support Line of Business.  Simplify complex flows involving CRM data updated to Salesforce.com and orders data exchanged between legacy oracle databases to/and Salesforce.com.  Provided a reliable Salesforce integrator with multiple databases and SOA implementation functionalities.  Provided a single portal user experience - merging multiple LOBs  Supported huge volume of data flow to and from different Oracle DB, Oracle Ebiz, Legacy ERP systems. 7
  8. CONNECT WITH US: Challenge: Integrate Multiple Business Products  Made available high through put, quick and easy implementation with scope for expanding business requirements.  Complex effort to address this challenge had a project done with other integration tools with in house development which faced various issues with integration and performance issues.  Huge volume of data sync issues on Salesforce.com platform as different backend systems were being synced from orders perspective. 8
  9. CONNECT WITH US: Success: Integrated Business Data using CastIron  Integrated CastIron with heterogeneous endpoints, legacy endpoints, single Business orders origin Salesforce.com.  Supported sales cloud and service cloud integration with multiple legacy back ends.  Merged multiple complex organizations data ,also synced to provide single user experience portal .  Provided an out-of-the-box functionality to allow for a simpler way to implement CI.  Created reusable templates and achieved the standard structures before requirements and handled the final changes when they came in in true agile nature. 9
  10. CONNECT WITH US: Solution Overview : CastIron Integration Dataflow 10
  11. CONNECT WITH US: Solution Overview  Sync legacy systems data that can be used to create new opportunities or orders with cloud CRM.  Integrating Custom ERP system and a Custom Applications representing other LOB’s.  Data sync mechanism between SFDC, Oracle E Business systems for multiple LOB’s using IBM Cast Iron Integration Appliance DB Connectors and Salesforce.com Connector using near real time and real time scenarios.  Data sync/transformation mechanism between SFDC, and Custom ERP system using a near real-time batch process using SFTP protocol using a flat file format. 11
  12. CONNECT WITH US: Solution Overview  Data mechanism between SFDC, and Custom Web Application using a near real time batch process using SFTP protocol using a XML file format.  The different business objects used from the Salesforce.com side are Opportunity , locations ,accounts, contact and orders:  Opportunity - Would be customized to be a Manufacturing Agreement and its line items  Account - Which is Customer attribute in Salesforce.com  Locations - A Custom address object which has a one to many relationship with Account object  Contacts - which is related to Account object, In this case handled as a part of person accounts  Order and Order Line Items 12
  13. CONNECT WITH US: Solution Overview  Transformations between the SFDC data model to data formats of the back end systems.  Three successful CI implementation scenarios:  Scenario – Customer Master to Salesforce.com : Connecting and pulling data from an External Oracle DB and Upserting (Create and Update Common Activity) to SFDC.  Scenario - Salesforce.com to Oracle ERP : Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and Connecting and Inserting into Oracle E Business staging tables.  Scenario - Salesforce.com to FTP: Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and ftp-ing a file into remote FTP server . 13
  14. CONNECT WITH US: Scenario : CM Data to Salesforce.com 14
  15. CONNECT WITH US: Scenario Salesforce.com to Oracle ERP 15
  16. CONNECT WITH US: Scenario : Salesforce.com to FTP 16
  17. CONNECT WITH US: Solution Overview  Implemented solution using different connectors like:  SFDC Connector  Remote FTP connector  Oracle DB Connector  Created Orchestrations Intelligently - data flow can be split or looped for performance reasons and if needed utilize the conditional utilities for decision making in Orchestration.  Created XSLT Transformations - to map the data from source/salesforce system to target/legacy system.  Handled Errors Properly - sending an email to the support team before stopping.  Created a Monitoring and Logging capability within the appliance.  Created Logging - WebSphere Cast Iron contains useful tools to generate, visualize and export logs 17
  18. CONNECT WITH US: Solution Overview:  Pushed log events to the system and job logs. Log events generated by orchestrations (job instances) go through job filters that can block events from being logged.  Produced log events that are not related to Orchestrations, such as security, hardware, and network events. These log events are pushed to the system log.  If needed, redeploy an old snapshot in any one of the Cast Iron environments:  Reverting the contents of the stream to an older version, and then running a deploy.  Creating a build snapshot automatically  Naming a release snapshot should be taken of the application  Used Prolifics Build conductor to deploy the orchestrations across multiple environments. It uses castiron provided API to backup ,stop and redeploy orchestrations. 18
  19. CONNECT WITH US: Key Project Elements  Integrated platforms using rapid application development quickly and with less resources.  Accommodated frequent requirement changes with out breaking the code.  Enabled running a story board programming model while demonstrating to the functional team.  Allowed for exposing the data to other systems in the company using Cast Iron Orchestration Logic. Light weight cloud integration engine which caters to about 80 to 90% percent of the customers who want fast, cheap and quick turn around integrations. 19
  20. CONNECT WITH US: Key Project Element For the other 10% - coexist Cast Iron with MQ and message broker ESB to build heavy middleware architecture as well.  Created common reusable logging framework to generate alerts on orchestrations.  Deployed to integrate multiple backends and SAAS.  Leveraged Salesforce functionalities to initiate the flow as it is the effective way to implement the solution.  Leveraged database events provided by cast iron getInserted, getUpdated and getDeletedRows to initiate some of the db side updates to be pushed to salesforce. 20
  21. CONNECT WITH US: Lesson Learned  Checking the functional flow of data elements between different Business systems currently used like SFDC and Oracle Ebiz.  Better Planning future Integrations with new Line of Business.  Identifying security and SOA patterns used and eliminate any bad design.  Listing details on SFDC and Cast Iron Integration best practices and details. 21
  22. CONNECT WITH US: Lessons Learned  Created leads in other systems and sent from multiple different systems onto Salesforce into a custom object.  Simplified by building a canonical business model in between and passing the data to backend systems by order line item level basis.  Designed Salesforce outbound message calls a Cast Iron provided service, this leveraged Salesforce event based business rules designed to initiate the flow.  Brought every stakeholder to the table to see solution at the detail level, allowing for corrections that come at that time when the data is flowing. 22
  23. CONNECT WITH US: Key Takeaways  Cast Iron Studio offers catchall block which will handle any of the failures occurring for all the tasks log the error messages and perform the email or snmp job to communicate the occurrence.  Orchestration has a starter task which allows you to schedule a job, which will initiate the orchestration based on the time set.  Cast Iron appliance is secured , we can take a complete appliance backup including network configurations, system setting and projects and upload back.  Cast Iron can be deployed in multiple HA solutions like active/active, active passive.  Build reusable templates to keep the solution simple. 23
  24. CONNECT WITH US: Monday How BroadcastMusic,Inc. Devised and EnabledEnterpriseArchitecturefrom Corporate Strategy 12:15 PM - 1:15 PM Integrating Salesforce.com and Oracle ERP Using IBM WebSphere Cast Iron 2:00 PM - 3:00 PM Business Process & Decision Management 3:30 PM - 4:30 PM Recommended Design Considerations for Enterprise Monitoring using SCAPM and Netcool OMNIbus 5:00 PM - 6:00 PM Tuesday Smarter Integration Using the IBM SOA Foundation Stack: Best Practices and Lessons Learned 8:00 AM - 9:00 AM Best Practices for Monitoring Your Cloud Environment and Applications 9:30 AM - 10:30 AM Delivering Enterprise Applications: Faster. Cheaper. Better 11:00 AM – 11:50 AM Applicability of IBM SOA Approach In Manual Processes Automation 11:30 AM-11:50 AM Leveraging Governance in the IBM WebSphere Service Registry and Repository for IIB and DataPower 12:30 PM - 1:30 PM Broadcast Music Inc. Release Rockstars: Program-Wide DevOps Success with UrbanCode Deploy 3:30 PM - 4:30 PM Empowering SmartCloud APM - Predictive Insights and Analysis: A Use Case Scenario 5:30 PM - 6:30 PM Wednesday Architecting and Tuning IIB/eXtreme Scale for Maximum Performance and Reliability, Featuring TBC 8:00 AM - 9:00 AM MasterCard's Modeling and Governance of Decisions and Processes for Improved Fraud 11:00 AM - 12:00 PM How BMI is Revolutionizing the Music Business Using IBM’s BPM and Integration Technology 2:00 PM - 3:00 PM Integrating IBM Pure Application Systems and IBM Urbancode Deploy: A GE Capital Case Study 2 :00 PM – 3:00 PM Thursday Aetna’s Vision for a Healthier World: Smarter Architecture and a Scalable Integration Bus 9:00 AM - 10:00 AM From Print to Cloud & Beyond with IBM Integration Bus at Chemical Abstracts Service 9:00 AM – 10:00 AM Using the Power of IBM Tivoli Common Reporting to Make Smart Decisions: The Untold Story 2:30 PM - 3:30 PM 24 Learn More: Prolifics at Interconnect
  25. CONNECT WITH US: Let’s Continue the Conversation…. SANDEEP CHELLINGI sandeep.chellingi@prolifics.com Case Studies http://www.prolifics.com/resources/case-studies Webcasts http://www.prolifics.com/resources/webcasts Videos http://www.prolifics.com/resources/videos Solution Briefs http://www.prolifics.com/resources/solution-briefs Blog http://www.prolifics.com/blog Twitter http://www.twitter.com/prolifics Facebook http://www.facebook.com/ProlificsTech Prolifics TV http://www.youtube.com/prolificstv Visit these useful links on the Prolifics website:
  26. CONNECT WITH US: Thank You Your Feedback is Important! Access the InterConnect 2015 Conference CONNECT Attendee Portal to complete your session surveys from your smartphone, laptop or conference kiosk.

Notas do Editor

  1. Please feel free to raise your hand and ask questions throughout the session – don’t feel like you need to wait until the very end. If I need for you to hold your question I’ll tell you.
  2. Here are the people you are going to hear from today, and their roles in this project. <This slide should include all speakers in the session. Let each speaker give their own 2 second bio. This should be framed in the context of “why am I qualified to talk about this?”>
  3. Prolifics creates competitive advantage for organizations around the world by implementing customized, end-to-end IT solutions that achieve business success. Prolifics commitment to client success has earned our team of experts numerous industry awards, including the 2014 IBM Beacon Laureate Award for Business Agility and most recently the we were named the 2015 Beacon Award winner for Outstanding Smarter Workforce Solution and a finalist for Outstanding Technical Vitality, Outstanding Solution in Application and Integration Middleware and Outstanding Security Solution Prolifics is a team of more than 1,500 highly skilled consultants, subject matter experts and leaders, including 10 IBM Champions, with over 550 technical certifications. Prolifics is ranked #1 by IBM in Software Accreditation. For our clients, working with an accredited business partner means they benefit from an exceptional level of expertise across both business and technology. Prolifics has earned 14 software accreditations - almost triple the amount of any other business partner worldwide For over 35 years, Prolifics has driven success in all aspects of the full project lifecycle including software procurement, architectural advisement, analysis, design, development, testing, training, ongoing support, and system administration. For Interconnect specifically – We invite you to our booth #P5 in the solution showcase, meet our experts who can provide you insight into our industry-leading solutions with live demos and client case studies.
  4. Now, let’s talk about the project. Here’s what we were trying to do.
  5. And this was our finished product. We achieved…..
  6. CRM to Salesforce.com :Connecting and pulling data from an External Oracle DB and Upserting (Create and Update Common Activity) to SFDC.
  7. SFDC to Oracle ERP: Castiron is Providing an outbound service from SFDC or Retrieving the data from SFDC using poll table etc. and Connecting and Inserting into Oracle E Business staging tables.
  8. Salesforce.com to FTP: Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and ftp-ing a file into remote FTP server
  9. Let’s talk about some of the specifics of the project….
  10. Ashish
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