Anthony Carrato S O A Business Architecture

This Presentation Courtesy of the
International SOA Symposium
1
October 7-8, 2008 Amsterdam Arena
www.soasymposium.com
info@soasymposium.com

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IBM SOA Advanced Technology for the Amsterdam SOA Symposium

Architecting SOA
With A Business Focus

Tony Carrato
World Wide Chief Operations Architect
SOA Advanced Technology, IBM Software Group
tony.carrato@us.ibm.com

© 2008 IBM Corporation

1

IBM SWG - SOA Advanced Technology

SOA Architect Summit Roadmap
What is the impact of SOA on current
Enterprise Architectures?
 Alignment of Business and IT Architectures
Information
Business
Technology  SOA Reference Models
Strategy
Strategy  SOA Governance

Enterprise Architecture
Business IT
How do you develop SOA How do you reuse applications
Architecture Architecture with a business focus? in the context of SOA?
 Processes  Applications
 Information  Information  Asset Discovery
 People  Technology
 Application Reuse
Transition Planning  Portfolio Strategy,
Architecture Governance Analysis and Planning
How do you leverage
 Business Components information in an SOA?
Business Operating Environment and
IT Infrastructure  SOA Design  Information as a Service
 Business Process  Master Data Management
IT Solutions
Management
How does my infrastructure
support SOA?
 Service Management / QoS
 Security

3 SOA on your terms and our expertise


Agenda

 SOA Business Considerations
– Business Strategy
– SOA Design
– Business Process Management

 SOA Architecture Best Practices

 IBM Capabilities to Support SOA Business
Considerations

 Summary


2


Business Strategy Drives IT Decisions
IT’s Goal is to Flexibly Support Business Requirements

Business
Intent Meeting
Business Strategy & Design Strategic

Business Performance Management
Align Goals?
Strategic KPIs
Business Services
Business
Understanding Meeting
Business Operations Business
Optimize Commitments?
Operation Models
Operation Models
Solution
Flexibility Response to
Solution Composition Correct Business
Situations
Executable Solution
Executable Solution
Quality of
Service Detecting
IT Implementation Monitor
Business
Situations



Business and IT alignment in SOA delivery
Reconciling Business Requirements and IT Capabilities
Business Perspective IT Perspective
Business View IT View

Business Analyst IT Architect Developer

Process/Operation Model
Enterprise Architecture/ Execution Model
Architecture

Business Process Model Process Choreography

Business Component UML Class Model

Business Information UML Data, XML, SQL Model

Business Services Service Model, WS-BPEL


3


Service-Oriented Design Is An Evolutionary Approach
Increasing Levels of Abstraction

*

Objects Components Services

Object-Oriented Component-Based Service-Oriented

 SOA builds on well-established software architecture principles
(such as information hiding, modularization and separation of concerns)

 SOA adds additional aspects
(including SOA interaction patterns, service registries, reuse considerations)

 Service-oriented modeling needs techniques to support these aspects
(service identification, specification, realization and implementation techniques)



Service Oriented Analysis, Modeling, and Design

 Top Down Approach – Business Requirements
can be rendered as a Business Process Model
– Articulate and model the business intent as a
process
– Process model becomes an input for service
design

 Meet-In-The-Middle Approach – Identification
of business goals and sub-goals
– Goals and sub-goals correlate to candidate
services

 Bottom Up Approach – Existing IT assets are
discovered and evaluated as possible services
– Identify existing components as candidate
services
– Assets can be transformed into service interfaces
and implementations


4


Top Down SOA Approach

WSDL
Business IT IT
Business
Analyst Analyst
Story Board
Services
And/or
(reusable
Process Model WSDL functional
components)
Service
Specification
Business Business Requirements
Analyst

IT
Business Non-
Interruptible

Business Use Cases Analyst Receive Invoke Invoke Reply

Invoke
Reply
Fault
New Application

Choreography
(business rules and
processes)
Enterprise
Architecture

Enterprise Business IT
Architecture Models Analyst



Bottom Up SOA Approach

Legacy
application IT WSDL

IT IT Service
Specification

Services
Interface factorization & (reusable
Industry functional
Standards & Specification
components)
Accelerator

Non-

New
Interruptible

Receive Invoke Invoke Reply

Business Requirements Invoke
Reply
Fault
IT Application

Story Board Choreography
And/or (business rules
Process Model and processes)
Business
Analyst
Business IT
Analyst Business
Analyst

Business use Cases


5


Developing Business Process and Consumer Layers

Channel B2B
Service Consumer

Consumers

Governance (managing the service portfolio)
Information Architecture (meta-data) &
QoS Layer (Security, Management &
Monitoring Infrastructure Services)
Business Process
Composition; choreography;

Integration Infrastructure
(Enterprise Service Bus)
business state machines

Business Intelligence
Services
atomic and composite
Service Provider

Service Components

Packaged Custom OO
Application
Operational Systems Application Application

Atomic Service Composite Service Registry



Enabling Business Process Management Through SOA

 Business process design
– Alignment of designed functionality with business
requirements and performance objectives
– Quality of the design (complete, correct, and consistent
with best practice process design principles, standards and guidelines)
– Integration across processes based on common business items or services

 Business process implementation
– Alignment of operational organization with the process
– Alignment of application services with process functionality
– Integration with other applications and data via ESB
– Use of application services components that support dynamic reuse and
reconfiguration

 Business process execution
– Monitoring of real-time process performance and trends against performance targets
– Response to execution problems with effective interventions to restore performance


6


Developing the User Interaction Layer
Portlet-based User Interface Components Provide Access to Services

JService
CustomerInfo
Export
MyValue
JService
MyValue  Execute business functions
Import
StockQuote
through process and
service layers
MyValueModule

 Personalize interactions
based on user identity and
role
JService
CustomerInfo
Export
MyValue
JService
MyValue  Support workflow within
Import
StockQuote
portal execution space
MyValueModule



Agenda

 SOA Business Architecture Considerations
 SOA Business Architecture Best Practices
– Business Component Analysis
– Service-Oriented Modeling and Architecture
(SOMA)
– Business Process Management

 IBM Capabilities to Support SOA Business
Architecture

 Summary


7


Business Component Analysis
 The enterprise is mapped out as a set of categorized business components
 Heat map highlights components for analysis based on criteria such as gaps and efficiency
 Enables approaches to understanding how the business can be improved

Business New Business Relationship Servicing & Product Financial
Administration Development Management Sales Fulfillment Control and
Accounting

Business Account Fulfillment Portfolio
Directing Sector Planning Sales Planning
Planning Planning Planning Planning

Business Unit Sector Relationship Compliance
Tracking Management Management
Sales Fulfillment
Controlling Management Monitoring
Product Credit Reconciliation
Staff Appraisals Management Assessment

Account Product
Administration Product
Directory Sales Customer
Fulfillment
Product Accounts
Administration Credit
Executing Administration Customer
Purchasing Marketing Service
Document
Campaigns General
Management
Branch/Store Collections Ledger
Operations



Business Components Define The Key Business Functions

Component Name
 A business component is
“a grouping of the people, technology, & Account Administration
resources delivering specific business
value” Resources: Account Data, CRM
People: Call Center, Customers
 It acts as a Service Center that has the Technology: CICS Customer Account, SAP
potential to operate independently SLA/KPIs: Time to Open Account

Description
 Components have well-defined interfaces,
Functional aspects of administration including
allowing them to interact smoothly with each account opening, account management,
other and to be 'snapped' in and out at will, account closure
like
building blocks”

 The Interfaces of the Business Components
Enable Identification
of Candidate Business Services
Account
Administration


8


SOMA 3.1: Service Oriented Modeling and Architecture
Bridges the gap from business intent to IT implementation

SOMA is all about the identification, specification, realization,
implementation, and deployment of services, components, and
flows.

Integration (Enterprise Service Bus Approach)
Startup / Adoption

Data Architecture and Business Intelligence
JService Portlet WSRP B2B Other

Service Consumer
<< Input from: Business Analysis & Existing Assets>> consumers

QoS Layer( Security, Management, and
Monitoring Infrastructure Service)
Identification
of Candidate Services and Flows business processes

Governance
process choreography

Specification services
of Services, Components, and Flows atomic and composite
Service Provider

Realization
service components
Decisions, Solution Templates & Patterns,
Architecture, Technology Feasibility

Implementation operational systems Packaged Custom OO
Application Application Application
Build/Assembly, Testing
Composite Service
Atomic Service
Deployment Registry
Packaging and Provisioning



SOMA (Service Oriented Modeling and Architecture)
Identification, Specification, Realization and Implementation of Services,
Components and Flows

 SOMA is IBM's end to end SOA Domain
Decomposition
Goal-Service
Modeling
Existing Asset
Analysis
Solution development method

 SOMA is an integral part of the Component Flow
Subsystem Service Flow
Rational Unified Process Specification
Analysis Specification
– UML Profile for Software Services Service
– RUP SOMA Information Specification
Specification
Component Message & Event
 SOMA has the following phases: Specification Specification
– Service Identification
– Service Specification
– Service Realization
Realization
Decisions
Service Technical
Component
Allocation to Feasibility
Layering
Components Exploration


9


Service Exposure Decisions Within Service Specification
Candidate Services
 Business Alignment:
– Is the service business relevant?
– Is funding available for service development and
management?
– Is the service sharable?

 Composability Business Alignment
– Is the service consistent with NFRs at the composite level? Composability
– Is service stateless? Externalized Service Description
– Is the service self-contained? (Are there dependencies?)
Redundancy Elimination
– Is the service technology neutral?
Service Litmus
 Externalized Service Description Test
– Is there an externalized service description e.g. WSDL?
– Can the service be discovered and bound via the service
description?
– Does the description contain meta-data about itself?

 Redundancy Elimination Services
– Can the service be applied to all processes where its (exposed)
function is required?



Designing the SOA Service Model

<< Input from: Business
Componentization/Analysis >>
Pre-modeling activities

Channel B2B
Service Consumer

Consumers
Governance (managing the service portfolio)

Identification
Information Architecture (meta-data) &
QoS Layer (Security, Management &

of Candidate Services and Flows Business Process
Monitoring Infrastructure Services)

Composition; choreography;
Integration Infrastructure

business state machines
(Enterprise Service Bus)

Business Intelligence

Services
Specification atomic and composite
of Services, Components, and Flows
Service Provider

Service Components

Realization Operational Systems
Packaged
Application
Custom
Application
OO
Application
Decisions

<< Output to:
SOA Implementation >>


10


Business Process Management Within The SOA Lifecycle

Process Orchestration Process Execution
Standards-based Integrated deployment of
development environment business processes

Modeling and
Simulation Business Monitoring
Capture and optimize Real-time visibility for
business models coordinated action



Synergies Across SOA, BPM and EA

SOA Center of Excellence

Telelogic System Architect Business Process Management
WebSphere BPM Suite

Collabo
ration

High-level business process blueprint
Organizational blueprint Detailed business process models
Structural view of IT ecosystem Optimized business processes
Architectural Building Blocks  KPIs

SOA IT Solution Delivery


11


Developing Business Process Models

 Enable business users to graphically
model processes
 Support documentation and training for
the organization and external parties
 Support simulation and analysis to
substantiate process design decisions
 Generate code artifacts to support IT
implementation of processes

Architectural Benefit:
– Support top-down approach to service and process design
– Coordination of process development across business stakeholders as
well as interaction with IT organization to articulate process design
– Creation of artifacts to support process development and implementation



Building Process Solutions

 Business Process Choreography
orchestrates services as deployable
processes
 Integrate information and user
interaction into process development
and deployment
 Mediations to transform/route
service requests and responses
 Enable inter and intra-enterprise
(B2B) service integration

– Simplified, standards-based business process development
– Support for industry process and data models
– Invoke mediations for routing/transforming requests between services


12


Monitoring Business Process Solutions

 Assemble dashboards on process behavior
for different views/user perspectives
 Generate business event triggers and
notifications via email, pager, SMS
messages based on process events
 Generate preprogrammed responses
based on process behavior
 Analyze process metrics over time to
identify process trends

– Monitoring links to KPIs and Metrics defined by business analysts
– Integrates processes as part of an event-driven infrastructure
– Analyze trends in the business to enable ongoing optimization of solutions



Composite Business Services
Business Services Provide the “Building Blocks”

Composite Business Services definition:
A collection of integrated and related business services that provide a
specific business solution and support business processes built on SOA

Business Services definition:
A business function whose execution can be
adapted at runtime based on business policy
and user context
 Designed at business level to represent a discrete
business function (e.g. check credit, open account)
 Can provide flexible, adaptable behavior based
on business policy and user context
 Provisioned through multiple communication
channels


13


Composite Business Services

Composite
Applications Business
Services

User Experience/
Middleware Business Process



Agenda

 SOA Business Architecture Considerations

 SOA Business Architecture Best Practices

 IBM Capabilities to Support SOA
Business Architecture

 Summary


14


IBM Products to Support SOA Business Architecture
Telelogic System Architect
Rational Unified Process for SOMA
WebSphere Business Services Fabric
Rational Method Composer WebSphere
WebSphere Business Monitor
Portal Server
Rational Software Architect
Rational Application Developer
WebSphere
WebSphere Business Modeler Process Server
WebSphere Integration Developer
Business Services
Supports enterprise business process and
goals through businesses functional service

Interaction Services Process Services Information Services
Enables collaboration Orchestrate and Manages diverse data
Development between people, automate business and content in a unified
Management
Services WebSphere Portal
processes & information processes WebSphere Process Server Services
manner
Integrated
environment Manage and
for design secure
and creation Enterprise Service Bus services,
of solution applications &
assets resources

Info Assets
Partner Services Business App Services Access Services

Apps &
Build on a robust, Facilitate interactions with
Connect with trading
scaleable, and secure existing information and
partners
services environment application assets

Infrastructure Services
Optimizes throughput, availability and
utilization



IBM SOA Service Offerings
Focused on SOA Business Architecture

SOA Strategy How do I get started in SOA?

SOA Diagnostic I’ve started with SOA, how am I doing? What can I do better?

SOA Implementation There is a specific Business Area I want to improve using SOA
Planning – how should I approach it?

Business Process How can I leverage SOA to implement and improve business
Management (BPM) processes that meet my performance objectives, make better use
Enabled by SOA of IT resources and give me a competitive edge?

SOA Design, Development I’ve done the preliminary planning work, now I’m ready
and Integration Services to develop and sustain SOA solutions

I’ve implemented SOA-based solutions, how can I manage
SOA Management them effectively to ensure ongoing benefit realization?


15


The Service Offering Lifecycle
Spanning the Full SOA Continuum
End-to-End Lifecycle
Ongoing
Process and
Strategy and Planning Maintenance
System Change
and Optimization
Typical client entry points

BPM Enabled by SOA Services

Typical client entry point
SOA SOA Management
Diagnostic Services

SOA SOA Design,
Strategy Development and
Integration Services
SOA
Implementation
Planning



Summary

 Designing SOA with a Business Focus requires:
– Linking Business and IT – normally through an Enterprise Architecture
– Applying discipline and rigor to SOA Design
– Business Process Management to design and implement business relevant
services

 Best practices for designing SOA based on a business focus implies:
– Decomposing the Enterprise into Business Components to design business-
relevant service architectures
– Use of SOMA to ensure an optimized service design for the enterprise
– Application of tools and techniques to support business process modeling,
assembly and deployment, and business process monitoring
– Development and refinement of SOA Governance to enable a service lifecycle
development approach and ensure business/IT linkage for SOA


16


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17

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