innovation with soa - ibm · case study: payments processing ... restru cture a pplica tions...
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IBM Software Group
© 2006 IBM Corporation
Software Innovation with Services Oriented Architecture (SOA)
Hubert LalanneExecutive IT ArchitectIBM Software Group
IBM Software Group
© 2006 IBM Corporation
Agenda
� Why SOA?
� What for?
� Which roadmap to SOA ?
� How to Implement the SOA Infrastructure ?
� Conclusion
IBM Software Group
© 2006 IBM Corporation
Agenda
�Why SOA?
� What for?
� Which roadmap to SOA ?
� How to Implement the SOA Infrastructure ?
� Conclusion
IBM Software Group
© 2006 IBM Corporation
From siloed applications to a modular model …Providing flexibilty and interoperability
SOABank
Shared Service
Customer
Bank 2 – “Supplier”
Outsourced
Case Study: Payments Processing
An architecture model (and a set of principles) in which, business functions
are exposed as services (or components), reusable and composable
To increase interoperability and improve flexibility of Information Systems
SOA (Architecture Principles)
= Modularity, Flexibility
Web Services (Standards)
= Interoperability
IBM Software Group
© 2006 IBM Corporation
Is SOA a new story ? � 1970 : CICS/IMS and their API , LU6.2 …………. Not universal
enough
� 1980 : Remote Procedure Calls (RPC)……………. Unix only
� 1985 : DCE procedures…. …………………………. Complex
� 1990 : Distributed Objects (Corba)……………… Very complex, noreal interoperabilitylimited investmentof SW Editors
� 1992 : Client/Server………………………………… Irrelevant goodidea
� 1996 : SOA is intoduced by Gartner :
Service-oriented architecture (SOA) is a client/server software design approach in which
an application consists of software services and software service consumers (also known
as clients or service requesters). SOA differs from the more general client/server model in
its definitive emphasis on loose coupling between software components, and in its use of
separately standing interfaces.
IBM Software Group
© 2006 IBM Corporation
Service
Provider
Service
Requester
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<Type>Nano>/Type>
</DemandeStock>
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<Nombre>234</Nombre>
</EtatStock>
Web Services – Basic principles
URL
Port
Input
Output
….
WSDL
IBM Software Group
© 2006 IBM Corporation
Why Web Services are succesful ?
� A real Standard – introduced by IBM and Microsoft
� A smart Simplicity
� Independance to implementation technologies :
– Interoperability Java – MS .Net
– Independant of languages ( Java, Cobol, php, C#), Component models ( J2EE,
.Net…), middlewares (CICS, IMS…), Operating Systems…
� Interface Contract ( WDSL) allow to automate the implementation
– Automatic generation of client stub, Server wrapping code, unit test sequence …
� Use of a universal transport protocol : http
– Permet de traverser les Firewall
� And above all, success of initial projects on the Web
– « act small , think Big »
IBM Software Group
© 2006 IBM Corporation
Web and Web Services : « mash-up »
Maps and Geo data
server
(Google)
Pictures server
(Flickr)
Commerce Server
(eBay)
www.mapetite-entreprise.com
Web Services
calls
Advanced Web Client
Inetrafce
IBM Software Group
© 2006 IBM Corporation
Strategic Importance of SOA…… according to Analysts
� Adoption of an SOA leads to an adaptive enterprise built from reusable components. Analysts predict widespread use of SOAs within two years.
� By 2006, more than 60% of enterprises will consider SOA a guiding principle in designing mission-critical applications and processes (Gartner)
Early majority adoption of
SOA by 2005
Source: ZapthinkSOA Drivers
• Increasing complexity of enterprise application
portfolios.
- There is a growing need for application interconnectedness
and business optimization
• Drive for Multi-channel Applications
- By 2009, over 40% of interactive apps will be designed for
multi-channel deployment.
• Market Hype
- Industry discussion prompts firms to consider SOA.
• Close to 80% of organizations currently implementing SOA
components aim to “Create Efficiencies across Business
Processes” and “Improve Access to Corporate
Information” (Yankee Group CIO Survey 2004)
SOA is driven by the Business
• 63% respondents agree SOAs are
driven by the business, whereas
previous IT architectures were driven by
IT (Cutter Benchmark Survey, 2004)
• 60% respondents agree that SOA must be
based on a comprehensive business model of
the enterprise (Cutter Benchmark Survey,
2004)
IBM Software Group
© 2006 IBM Corporation
Reusable
SOA is about flexible access to existing business domains
Visible to SOA
Invisible to SOA
Business Domain
Business Entity
Business Service
Business Process
SOA focuses on exposing some of the business domain to provide dynamicity and flexibility using:
- loose-coupling, - protocol independence- location independence
Granularity
CompositionPrivate
Business Entity
Business Service
Business Process
But what should be made visible that has Business value ?
Adaptation to
standards
Standard but Flexible“The business & IT expansion join”
Services
EAI, EII,
Adapters,
etc..
IBM Software Group
© 2006 IBM Corporation
Agenda
� Why SOA?
� What for?
� Which roadmap to SOA ?
� Which IT Infrastructure for SOA ?
� Conclusion
IBM Software Group
© 2006 IBM Corporation
Traditional Way to implement new Applications
Existing Applications
Function
Function
Fonction
Fonction
Function
Data
Data
Data
Data
Use of various ways to
integrate the new
application in the
Information System
Batch Programs
New application
Software package or specific development
Files Transfer
Function
EAI
extra
ct
transform
load
extra
ct
transform
load
extra
ct
transform
load
Data
ETL
IBM Software Group
© 2006 IBM Corporation
As Patterns Have Evolved, So Has IBM
Flexibility
�Point-to-Point connection
between applications
�Simple, basic connectivity
Messaging Backbone
�EAI connects applications
via a centralized hub
�Easier to manage larger
number of connections
Enterprise Application
Integration (EAI)
� Integration of services through
an Enterprise Service Bus
� Flexible connections with well
defined, standards-based
interfaces
Service Orientated Integration
SOA and EAI
IBM Software Group
© 2006 IBM Corporation
The SOA Approach
Existing Applications
Function
Function
Function
Function
Function
Data
Data
Data
Data
New Application
Based on SOA …Function
Data
Significant functions and data of existing applications
& tools are exposed as services …
Application logic
New application logic is
calling services exposed
by other applications …
Additional functions can be
developped and … exposed
as services
IBM Software Group
© 2006 IBM Corporation
What enterprises are doing with SOA ?Adapt and Innovate, focusing on heterogeneity (current or future)
Adapt for broader
connectivity and increased
revenues.
e.g. Telco operators, Insurance
companies, Automotive
industry, Pharmaceutics,
Airline companies
Innovate by restructuring
applications for greater
flexibility and lower costs.
e.g. Banks, Container Shipping,
Heavy industry,
Mergers & acquisitions
New interaction models
Restruc
ture Ap
plicatio
ns
Business Process Flexibility
Business Value
Adaptive
Enterprise
IBM Software Group
© 2006 IBM Corporation
SOA Components as it relates to Value
Business Value
IT Value
Services
Composite
ServicesService
Connectivity
Integration
of
Services
Business
Process
Manageme
nt (BPM)
Information
as a
Service
Direct – SOA components provide
out-of-box functions to deliver
business value
Indirect – applications must use
services in a way that will deliver
business value
IBM Software Group
© 2006 IBM Corporation
Agenda
� Why SOA?
� What for?
�Which roadmap to SOA ?
� How to Implement the SOA Infrastructure ?
� Conclusion
IBM Software Group
© 2006 IBM Corporation
SOA Roadmap The necessary focus areas
Models
ArchitectureMethods
Organization
�Cross LOB Management leadership
�Financial support
�SOA Governance
�Business Domain models
�Business Processes
�Business Information
�Business modeling
�Service Identification, Specification
�SOA Realization
�Solution layering
�Flexible infrastructure, ESB
�Standards (SCA, SDO, BPEL, WS-I)
IBM Software Group
© 2006 IBM Corporation
Establishing SOA Governance domains
Organizational Change for Service Orientation
IT Processes for Service Orientation
IT Mechanisms for Service Orientation
Business Services
Portfolio ManagementService Oriented
Development ManagementService O
peratio
nal
Management
Service Quality of Service and SLA Management
Service Change Management
Service Security Management
Service Modeling Techniques
Service Development Standards
Service Development Guidelines
SOA
Governance
IBM Software Group
© 2006 IBM Corporation
Service Registry Vision
Service RegistryService Registry
Search, Select, Bind, Search, Select, Bind,
Route, Filter, TransformRoute, Filter, Transform
Bus Mediation
Candidate endpoints
and policies
Operational Efficiency & ResilienceOperational Efficiency & Resilience
Operational
Monitoring &
Mgmt Tool
Operational
policies & service
descriptions
Governance function
Operational
Data
Reference
Life Cycle Management Life Cycle Management
& SOA Governance& SOA Governance
Lifecycle
Management
ToolGovernance function
Config/
Deploy Tool
Candidate
endpoints
and policies
Service
Config
Config
Items
Reference
Develop, ReuseDevelop, Reuse
Development
Tool
Governance function
Candidate
services to use
Description of
new service,
reuse record
Assets
Reference
SOA Infrastructure
Service Oriented
Development Management
Business Services
Portfolio Management
Service Operational Management
IBM Software Group
© 2006 IBM Corporation
The SOA Layered Model
Unit Service Composite Service Referential
Servicesatomic and composite
Operational Systems
Components
users
Business ProcessesComposition; choreography; business state machines
Services Providers
Services requesters
Integration (Enterprise Service Bus)
QoS(Sécurité
, Management &
Monitoring Infrastructure Services)
Architecture de Données(meta-data) &
Business Intellig
ence
Governance
PackagedApplication
CustomApplication
OOApplication
Applications B2B End Users/Multi Channel
IBM Software Group
© 2006 IBM Corporation
Design & Development
methods
Design & Design & DevelopmentDevelopment
methodsmethods
SOA and MethodsBusiness Process
Modeling
Business Process
Modeling
Information System
Modeling & Design
Information Information SystemSystem
ModelingModeling & Design& Design
Identification Identification andand SpecificationSpecification ofof ServicesServices
L3G or OO design &
development
L3G or OO design &
development
Enterprise
Architecture Design
EnterpriseEnterprise
Architecture DesignArchitecture Design
To be
adapted
To To bebe
adaptedadaptedTo be
reused
To be
reusedNewNew
Definition of Operation
Processes
DefinitionDefinition ofof OperationOperation
ProcessesProcesses
IT Gouvernance
IT Gouvernance
IT Gouvernance
Application Portfolio
Management
Application Portfolio
Management
Service Design Service Design andand
Service Service
CompositionComposition
CBM
SOMA
GovernanceManagement Method
Infrastructure DesignInfrastructure DesignInfrastructure Design
Processes
Information and functions
Applications
Infrastructure
IBM Software Group
© 2006 IBM Corporation
City Mapping: Component Business Modeling
Version 1.0 March 1, 2005
Policy
and
Strategic
Planning
Oversight
and
Account-
ability
Service
Delivery
Policy
Analysis
Customer
Segmentation
Community
Engagement
Strategy
Reporting
Performance
Management
Outcome
Evaluation
Legislation
Support and
Management
Policy
Interpretation
Program
Planning
Product
Design
Product
Administration
Product
Implementation
Campaign
Planning
Campaign
Administration
Prospect
Identification
Marketing and
Advertising
External
Campaign
Execution
Records Management
AppealsMonitoring
Case Supervision
Outcome Management
Case Account Management
Benefit Eligibility Determination
Service Eligibility Determination
Assessment
Service Plan / Corrective Action Plan
Recertification
Referral
Validation
Payment
Instruction
Financial
Delivery
IT Delivery
HR Delivery
Financial
Management
IT
Management
HR
ManagementProcurement
/ Logistics
Mgmt
Financial
Strategy
IT Strategy
HR Strategy
Operations
Planning
Quality & Performance
Mgmt
Litigation &
Legal
Information
Technology
Facility Mgmt
Renewal
Mgmt
Fraud Control
Funds Mgmt
Admin
HAS, FSA, HRA
Audit and
Claims Tracking
Client Services
Management
Market
Research
Social
Marketplace
Social Program
DevelopmentOutreach
Care Plan
Management
Case
ManagementCustomer
Operations
Medicaid
OperationsBusiness
Service
Discovery
Capacity
Building
Community
Building
Vendor
Strategy
Privacy
Strategy
PrivacyManagement
EDI & Vendor
Mgmt
Audit Delivery
Medical
Management
Strategy
Service
Delivery
Strategy
ActivityManagement
Provider Relations
& Network
Management
Disease
management
PharmacyBenefits
Management
Prevention &
Wellness
Programs
Member
Enrollment &
Eligibility
Case
Management
Provider
Enrollment &
Credentialing
Authorization,
Pre-certification
& Referral
Processing
Claims
Strategy
Service
Strategy
Collections
Strategy
Collections
Reconciliation
CustomerServicing
ClaimsProcessing
Consumer Self
Service &
Fulfillment
Document
Management
Recovery / Third
Party Liability
Collections
Compliance
IBM Software Group
© 2006 IBM Corporation
What we do?
How we do it?
Realization
Decisions
Specification
of Services, Components, and Flows
Identification
of Candidate Services and Flows
Domain
Decomposition
Subsystem
AnalysisService
Specificationmessage & event
specification
component flow
specification
service flow
specification
Realization Decisions
Goal-Service
ModelingExisting Asset
Analysis
Component
Specificationinformation
specification
service allocation
to components
component
layering
technical feasibility exploration
Services Identification and Design :Services Oriented Modeling and Architecture
IBM Software Group
© 2006 IBM Corporation
Service exposure decision
Sales Management
– 1.6.1 Prepare Estimate
– 1.6.3 Execute Estimate Approval
– 1.8.1 Prepare Contract Draft
– 1.8.2 Execute Contract Approval
– 1.8.5 Setup Contract
– 1.6.1.1 Prepare Estimate Price/Cost/Risk
– 1.6.3.1 Request Estimate Approval
– 1.6.3.2 Approve Estimate
– 1.8.1.1 Prepare Contract Cost/Price/Document
– 1.8.2.1 Request Contract Approval
– 1.8.2.2 Approve Contract
– 1.8.5.1 Prepare Contract Document
Project Management
– 1.8.5.3 Setup PM Info
– 1.8.5.5 Setup EPMS Info
Financial Management– 1.8.5.4 Setup Accounting Info
Composable, as repeatable tasks
Business Aligned (Verified by goal service modeling)
Stable when facing change?
� Opportunity Management– 0 Opportunity Management
– 1.6 Estimate & Quote
– 1.8 Contract
� Legal Management– 1.8.3 Execute Legal Review
– 1.8.3.1 Request Legal Review
– 1.8.3.2 Review Legal Issue
– Risk Management
– 1.6.2 Execute Estimate VRB
– 1.6.2.1 Request VRB Session
– 1.6.2.2 Initialize VRB Session
– 1.6.2.3 Put Opinion
– 1.6.2.4 Assign Mitigation
– 1.6.2.5 Decide Final Cost
– 1.8.4 Execute Contract VRB
– 1.8.4.1 Request VRB Session
– 1.8.4.2 Initialize VRB Session
– 1.8.4.3 Put Opinion
– 1.8.4.4 Assign Mitigation
– Supplier and Contract Management– 1.8.1.1 Retrieve Material Cost
IBM Software Group
© 2006 IBM Corporation
Agenda
� Why SOA?
� What for?
� Which roadmap to SOA ?
� How to Implement the SOA Infrastructure ?
� Conclusion
IBM Software Group
© 2006 IBM Corporation
How to implement the SOA Infrastructure ?
• access
• secure
• log
• route
•Transform
•Orchestrate
Create Order
Produce a service
which is easy to call
Portals
BPM, EAI, EII
Web applications
Dashboards
Legacy Apps
Packaged Apps (Siebel, SAP, Peoplesoft, etc.)
Business Partner Data
Data Warehouses
Master Data Stores
SOA
Service Requesters
Service Providers
IBM Software Group
© 2006 IBM Corporation
Existing applications
Function
Function
Function
Function
Function
Données
Data
Data
Data
New application
SOA based …Application logic
Enterprise
Service Bus
+ Synchronous, Asynchronous
Event Driven, Pub Sub,
Broadcast …
ServiceRegistry
+ Logging, trace, billing
Workload management and Quality of Service
Mediation
Filtering
Routing
Mediation
Aggregation
TransformationMediationSecurité
Mediation
Non WS
functions
How to build an Infrastructure for SOA ?
IBM Software Group
© 2006 IBM Corporation
Existing Applications
Function
Function
Function
Function
Function
Data
Data
Données
Data
New Application
SOA based …
From Services Orchestration to Business Process Management
Enterprise Service BusService Registry
Business Process
Workflow/Process server
Portal
Business Process Modeling
Business Process Monitoring
IBM Software Group
© 2006 IBM Corporation
SOA Standards – Current and Emerging
Service Composition
Transports
Messaging
Description
Quality ofExperience(QoX)
HTTP/HTTPS SMTP RMI / IIOP
XSD WSDL
SOAPXML WS-Addressing WS-Renewable References
WS-Metadata ExchangeWS-Policy
WS-Service Group
WS-Resource Properties
JMS
WS-Security
WS-Reliable Messaging WS-Transaction
WS-Resource Lifetime
WS-Base Faults
WS-Notification BPEL4WS
Current
Stack
Business
Integration…
Emerging
Stack
Business Web Services (Best Practices) : Service offerings and components (e.g., Book
Flight, Low Fare Search, Update PNR Data, TEA, Request For Design)
Evolving industry semantics
(RosettaNet, AIAG, ACORD, FIXML, OTAXML, UCCnet, etc.)
Service-oriented Business Resource Description & Interaction Patterns (WS-Collab)
IBM Software Group
© 2006 IBM Corporation
IBM SOA Architecture Model
Apps &
Info Assets
Business Innovation & Optimization Services
Development
Services
Interaction Services Process Services Information Services
Partner Services Business App Services Access Services
Integrated
environment
for design
and creation
of solution
assets
Manage
and secure
services,
applications
&
resources
Facilitate better decision-making
with real-time business information
Enable collaboration
between people,
processes & information
Orchestrate and
automate business
processes
Manage diverse data
and content in a
unified manner
Connect with trading
partners
Build on a robust,
scaleable, and secure
services environment
Facilitate interactions
with existing information
and application assets
ESBFacilitates communication between services
IT Service
Management
Infrastructure Services
Optimize throughput, availability
and performance
Model
AssembleDeploy
Manage
IBM Software Group
© 2006 IBM Corporation
IBM SOA Foundation
Invoke
Invoke
Invoke
Invoke Invoke
Process and Workflow Management
Enterprise Service Bus
Routage Pub/Sub Transformation MediationTransport
Monitoring & Dashboard
112
2
3
4
56
7
8
9
10
11
Appliance DataPower ( XML co-processing, Security, Gateway )
Websphere
Business Modeler
Websphere
Process Server
Websphere
Business Monitor
Websphere
Message Broker
Websphere ESB
Websphere ESB
Tivoli Monitoring
Tivoli Composite
Application Manager
Websphere Integration Developer
Rational Software Development Platform
Modelization and Assembly of Services and Processes
IBM Software Group
© 2006 IBM Corporation
Business Service Repository
XSD Classification
WSDLSemanticAnnotation
SCDL WS-Policy
Development Development
AssetAsset RepositoryRepository
Service Development Lifecycle Service Endpoint Registries / Repositories
SAP, CICS, .NET, BEA, Oracle, Partners
Discovery Utilities
Change and Release Management
ITSM Process
Operational Efficiency andResilience
ITCAM / Service ManagementCMDBCMDB
ProcessESB MB WAS Portal
WebSphere Service Registry & Repository
Discover and reuse services that could serve as building
blocks for new composite applications.
Publish newly developed services.
Manage information that Enables dynamic binding of service requestors to service providers and allows the infrastructure to enforce registered policies.
Govern deployed services to ensure changes are authorized
and service integrity is maintained. Notify clients of changes.
Discover services from other registries or
deployed environments ready for
harvesting into the SOA lifecycle.
Manage efficiency by providing detailed information
about service interaction endpoints being monitored.
IBM Software Group
© 2006 IBM Corporation
Interaction Services
Task 2
Task 4
Task 3
Task 6
Task 5Send
Invoice
Web
Service
Task 1
Process
Instance
Loan Service Order
Customer
Loan Service Agent
Offering Accept
Underwriter
Pay
Provide
Service
Design
Processing Team
IBM Software Group
© 2006 IBM Corporation
Portal as platform for Composite Applications
� Build and deploy composite
applications using portal
services
� New Concepts:
� Portlet Factory
� Templates
� Application Context
� Membership / Community
� Application Roles
IBM Software Group
© 2006 IBM Corporation
What is an Information Service ?
• access
• validate
• consolidate
• align
• transform
get customer
Produce a service
which is easy to call
Portals
BPM, EAI, EII
Web applications
Dashboards
Legacy Apps
Packaged Apps (Siebel, SAP, Peoplesoft, etc.)
Business Partner Data
Data Warehouses
Master Data Stores
SOA
+ Consistent Information Issues:
– Source of data e.g., which system contains true
address?
– Usage context e.g., local vs. international
addresses
– Structure of service response (XML)
– Governance issues
– Business rules
IBM Software Group
© 2006 IBM Corporation
Examples of Information Services
Electronic integration
with partners
Access to
analytical data for
closed-loop processes
Unified access to data
in files, databases,
and applications
Cleanse & match
inbound records to
existing data SWIFT, EDI, HIPAA
Transform and
align data from
different sources
Access to
unstructured information
alongside structured data
Data
Cleansing
Services
Data
Transformation
Services
Partner Data
Integration
Services
Operational
Data Services
Analytical
Data Services
Unstructured
Data Services
Access to and
integration of
master data
Master
Data Services
Validate records
against defined business
rules
Data
Validation
Services
Information Access Services
Information Integration Services
IBM Software Group
© 2006 IBM Corporation
IBM Information Services Offering
PeopleProcesse
s
Tools &
Application
s
Information as a ServiceOptimize, Virtualize, Integrate, Accelerate
Data &
Content
Insightful
RelationshipsBusiness
Context
Data Servers & Content Repositories
1Data Complexity,
Inconsistency, &
Inaccessibility
Multiple Versions
of the Truth
2
Unleveraged and
Unexplored Content
3
4Unleveraged and
Unmanaged XML
Information Server
Product Center
Customer Center
IBM Software Group
© 2006 IBM Corporation
Agenda
� Why SOA?
� What for?
� Which roadmap to SOA ?
� How to Implement the SOA Infrastructure ?
�Conclusion
IBM Software Group
© 2006 IBM Corporation
Web ServicesInteroperability across
Heterogeneous Environments
Service ComponentsSimplified Composition and
Implementation of Services and Data
Business ProcessesBusiness Process Modeling &
Management
SOA Method &
OrganizationGovernance support
SOA projects snapshot
�Parts query
�HR partners
�SOA Method pilot project on “Dockings &
painting protections for new vehicles”
�SOA Center Of Excellence
�Bill of Material process vehicle work in progress
�Airport Ramp Control
�Trucks Customer Order process
�Electronic Industry Contracts management
Container Shipping
�Service registry.
�Dealers Interaction, parts
Business
Technology
IBM Software Group
© 2006 IBM Corporation
How to address SOA Roadmap with IBM ?
Models
ArchitectureMethods
Organization
IBM SOA Governance Model IBM Industry Models
Service Oriented Business Applications
Component Business Model
Service Oriented Modeling an Architecture
IBM SOA Software Portfolio
IBM Software Group
© 2006 IBM Corporation
Starting with Project Definition Workshop (PDW)to answer the following questions
�Why should “Company” leverage a Service-Oriented
Architecture?
�What are the preferred Business Processes
“Company” wants to leverage a Service Oriented
Architecture on?
�Select the preferred Business process / processes
�What is the architecture approach and roadmap to
move to SOA?
�How do we get started on the selected process?