1. INT-3: Realistic Service Oriented Architecture Approaches Michael Boyd & Bernard Bresser Progress Software

2. How to begin implementing a Service Oriented Architecture (SOA), one step at a time Realistic SOA Approaches What you will learn today

3. © 2007 Progress Software Corporation 3 INT-3: Realistic Service Oriented Architecture Approaches Agenda  The SOA starting point  What you will need A tale of two architectures Process, process, process Think strategically, act locally  Common pitfalls  First steps when you get back home Realistic Service Oriented Architecture Approaches

4. © 2007 Progress Software Corporation 4 INT-3: Realistic Service Oriented Architecture Approaches Introducing SOA & SOBA An approach for building agile and flexible business applications Loosely coupled services = flexible business processes  SOA is not  A product or application  A specific technology  A specific standard  A specific set of rules Service-Oriented Architecture > Service-Oriented Business Applications

5. © 2007 Progress Software Corporation 5 INT-3: Realistic Service Oriented Architecture Approaches Optimization Transformation Responsiveness Functionality Cost Effectiveness Initial Services Architected Services Measured Business Services Optimized Business Services Business Services Collaborative Services The SOA Maturity Model The Impact of SOA

6. © 2007 Progress Software Corporation 6 INT-3: Realistic Service Oriented Architecture Approaches SOA In Summary  SOA The architecture for the agile business  SOA is a design approach Not a technology  Take small steps Evolution, not revolution

7. © 2007 Progress Software Corporation 7 INT-3: Realistic Service Oriented Architecture Approaches Optimization Transformation Responsiveness Functionality Cost Effectiveness Initial Services Architected Services Measured Business Services Optimized Business Services Business Services Collaborative Services The SOA Maturity Model The Impact of SOA

8. © 2007 Progress Software Corporation 8 INT-3: Realistic Service Oriented Architecture Approaches Agenda  The SOA starting point  Starting your own evolution A tale of two architectures Process, process, process Think globally, act locally  Common pitfalls  First steps when you get back home Realistic Service Oriented Architecture Approaches

9. © 2007 Progress Software Corporation 9 INT-3: Realistic Service Oriented Architecture Approaches A Tale of Two Architectures You cannot reach the top of the SOA mountain overnight Initial Services Architected Services Measured Business Services Optimized Business Services Business Services Collaborative Services

10. © 2007 Progress Software Corporation 10 INT-3: Realistic Service Oriented Architecture Approaches A Tale of Two Architectures  You will need two architectures during the transition period  This allows for small, incremental steps New Service Oriented Architecture Existing Architecture

11. © 2007 Progress Software Corporation 11 INT-3: Realistic Service Oriented Architecture Approaches A Tale of Two Architectures  Communications is conducted point to point, synchronous and unreliable  Process logic is fragmented across applications and platforms and implemented differently in each place  Data comes in multiple incompatible formats  Communications are direct to a centralized service bus  Process logic is coherently defined in a single model which can be edited and redeployed quickly  Data comes expressed as XML Existing Architecture New SOA (ESB)

12. © 2007 Progress Software Corporation 12 INT-3: Realistic Service Oriented Architecture Approaches Example: Using Two Architectures P3 P1 P2 Order Mgmt Order Fulfillment Order Process Business Applications Finance Supplier Mgmt CRM Tracking Service Partner Back Office MFG CRM Adapter Integration Broker Enterprise Service Bus (ESB) New SOA (ESB) Existing Architecture Adapter

13. © 2007 Progress Software Corporation 13 INT-3: Realistic Service Oriented Architecture Approaches Process, Process, Process “ Trying to extract business functions from larger applications is like trying to extract bricks from a large wall. It's possible, but not simple. ” Gartner – September 2005

14. © 2007 Progress Software Corporation 14 INT-3: Realistic Service Oriented Architecture Approaches Process, Process, Process  To move faster to meet the market, you cannot just code your way out of it –  you must change your processes  Success is using “just enough process” (CMMi Level 3-ish…) It never means “use no process”  Expect that development styles will change as SOA implementations begin

15. © 2007 Progress Software Corporation 15 INT-3: Realistic Service Oriented Architecture Approaches Process, Process, Process Combination of steps that allow you to meet your business’ needs every time What is the Best Process?

16. © 2007 Progress Software Corporation 16 INT-3: Realistic Service Oriented Architecture Approaches Process, Process, Process  Moving to SOA requires developers to: Specify contracts and interfaces Harvest existing systems for logic Wrap legacy systems Define system monitoring and management Specify service policies & granularity –How small / big is a service ? –You don’t want 74 similar ones ! SODA - Service Oriented Development of Applications

17. © 2007 Progress Software Corporation 17 INT-3: Realistic Service Oriented Architecture Approaches Process: Contracts and Interfaces Input from calling service  Data format and type (or what’s the XML Schema)  Service functionality options (or actions or events)  Details on business process flow (i.e. UML graphic) Output from Service: Data result from service events Error status or results from service Other Details: ▼ Service Owner ▼ Service Design ▼ Service History ▼ Service Cross-Ref

18. © 2007 Progress Software Corporation 18 INT-3: Realistic Service Oriented Architecture Approaches Process: Harvesting Existing Logic Guideline how to approach assessment, analyses, redesign, harvest, build and test… …NOT the enforced way how to get there! Break the larger project into manageable smaller iterations to mitigate risk Search on “Transform” in PSDN Awareness Transformation Assessment Analysis & Modeling Redesign & Harvest Build & Test Transformation Continues… Engagement Capability Gap Fulfillment Project Planning & Management Commitment Application Transformation Approach

19. © 2007 Progress Software Corporation 19 INT-3: Realistic Service Oriented Architecture Approaches Strategic SOA Define your long-term SOA vision Think Globally, Act Locally Succeed by thinking strategically but acting tactically Tactical SOA Implement first elements of your SOA vision on next business-based project Add SOA elements into each successive business-based project until SOA is realized

20. © 2007 Progress Software Corporation 20 INT-3: Realistic Service Oriented Architecture Approaches Think Globally – Strategic SOA  Get executive commitment to an overall SOA strategy  The Key reason for SOA is Business Agility Code reuse is just a means to get there  If possible, get funding for some overall SOA infrastructure needs Resource Management – roles & duties Developer training Cross-application tools  Set expectations of evolving process In order to be agile, businesses need disposable business rules – ones that are cheap and easy enough to throwaway and replace as business changes. - Ronald Ross, Business Rule Concepts “Father of Business Rules”

21. © 2007 Progress Software Corporation 21 INT-3: Realistic Service Oriented Architecture Approaches Think Globally – Strategic SOA  Get executive commitment to an overall SOA strategy  The Key reason for SOA is Business Agility Code reuse is just a means to get there  If possible, get funding for some overall SOA infrastructure needs Resource Management – roles & duties Developer training Cross-application tools  Set expectations of evolving process

22. © 2007 Progress Software Corporation 22 INT-3: Realistic Service Oriented Architecture Approaches Act Locally – Tactical SOA  Find high-value business project Loosely coupled business processes Can benefit from Business Process Changes Has high-value to the business  Build new SOA and funding into project plan Architect in minimum SOA Include new processes –Service Granularity –Service Contracts

23. © 2007 Progress Software Corporation 23 INT-3: Realistic Service Oriented Architecture Approaches P3 P1 P2 Order Mgmt Order Fulfillment Order Process Business Applications Finance Supplier Mgmt CRM Tracking Service Partner Back Office MFG CRM Adapter Integration Broker Enterprise Service Bus (ESB) New SOA (ESB) Existing Architecture Adapter Act Locally – Tactical SOA: the First Project

24. © 2007 Progress Software Corporation 24 INT-3: Realistic Service Oriented Architecture Approaches Act Locally – Tactical SOA  SOA implemented Refine architectural gaps –Context and Security are most common –Service Granularity –External Service Interfaces Project Retrospective –Look for process improvements  Repeat on next high-value business project Consider as an “SOA Tax” on development

25. © 2007 Progress Software Corporation 25 INT-3: Realistic Service Oriented Architecture Approaches P3 P1 P2 Order Mgmt Order Fulfillment Order Process Business Applications Finance Supplier Mgmt CRM Tracking Service Partner Back Office MFG CRM Adapter Integration Broker Enterprise Service Bus (ESB) New SOA (ESB) Existing Architecture Adapter Act Locally – Tactical SOA: Additional Projects Adapter Enterprise Service Bus (ESB)

26. © 2007 Progress Software Corporation 26 INT-3: Realistic Service Oriented Architecture Approaches Agenda  The SOA starting point  What you will need A tale of two architectures Process, process, process Think strategically, act locally  Common pitfalls  First steps when you get back home Realistic Service Oriented Architecture Approaches

27. © 2007 Progress Software Corporation 27 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: Communication  Communicate the Vision Actively sell to the business the agility values of an SOA approach & benefits of the change Keep the SOA Vision simple Full team – business, development (IT), and users.  Communicate the Technical Reality Initial prototypes include experimenting It’s more about people than technology

28. © 2007 Progress Software Corporation 28 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: Process  “We only have three people, we don’t need process – we just talk about it…” But is this still possible when you open to external services? Is this what you are thinking…?

29. © 2007 Progress Software Corporation 29 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: Process  “But I don’t need SOA now…” But when will the business change? –Mergers & Acquisitions –Competitive Challenges –Faster time to market –Respond faster to change Is this what you are thinking…?

30. © 2007 Progress Software Corporation 30 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: Process  Is “Just Enough Process” still ok? Rigid enforcement of process! –If you are lax, problems will overwhelm you –Better to identify problems and fix process  Clear Roles & Responsibilities  Training on new approaches Modeling business processes Documenting service contracts Coordinating your development work

31. © 2007 Progress Software Corporation 31 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: Process  Practice new approaches Utilize the OERA Separation of Business Logic Gain experience with new tools Understand the standards: –Technical: Web Standards, JMS –Industry: How does your domain share data? Coordinating your development work

32. © 2007 Progress Software Corporation 32 INT-3: Realistic Service Oriented Architecture Approaches Guideline how to (re-)architect a modern application....NOT the enforced or only way to do it! Prioritize! Maybe you need n-tier or integration first before separating ALL the layers, all the clients, all data access, etc! Provides a structured and planned to a new architecture Presentation Business Services Data Access Data Sources Common Infrastructure Enterprise Services Common Pitfalls: Process OpenEdge ® Reference Architecture

33. © 2007 Progress Software Corporation 33 INT-3: Realistic Service Oriented Architecture Approaches Common Pitfalls: First SOA Projects  Business Project Qualification Ensure there is an immediate business ROI –Can this help us grow revenue? –Reduce expenses? –Improve efficiency?  Technical Qualification Define Integration solution for problem  Service and Event Reuse Potential Simplify follow-on projects with common services and infrastructure Focus on the quick success

34. © 2007 Progress Software Corporation 34 INT-3: Realistic Service Oriented Architecture Approaches Agenda  The SOA starting point  What you will need A tale of two architectures Process, process, process Think strategically, act locally  Common pitfalls  First steps when you get back home Realistic Service Oriented Architecture Approaches

35. © 2007 Progress Software Corporation 35 INT-3: Realistic Service Oriented Architecture Approaches Realistic SOA Approaches  A SOA strategy is incremental and progressive Follow the maturity model and have clear, realistic objectives  Be Strategic AND Tactical Set your Vision and Implement in Steps Success Factors Steps to Success  Define a SOA Vision to achieve business agility  Determine where you are in the SOA Maturity Model and key goals and key practices to achieve the next level  Use high-value business projects for your first steps  Build and refine “just enough process” for your needs

36. © 2007 Progress Software Corporation 36 INT-3: Realistic Service Oriented Architecture Approaches For More Information, go to…  PSDN A New Service-Oriented Architecture (SOA) Maturity Model Principles of a Service-Oriented Architecture Fundamentals of Service–Oriented Architecture Service-Oriented Architecture: Overview and Business Drivers Design Best Practices: Methodology using Patterns SOA Worst Practices, Volume 1 Expertise Centers: SOBA & SOA Infrastructure OpenEdge ® Evaluation Kit and Product TourOpenEdge ® Evaluation Kit and Product Tour  Progress eLearning Community: SOA Essentials for OpenEdge Developers SOAP for OpenEdge Developers What's New in OpenEdge 10.1: SOA Support Service Oriented Integration with Sonic ESB ® 7.0

37. © 2007 Progress Software Corporation 37 INT-3: Realistic Service Oriented Architecture Approaches Relevant Exchange Sessions Already held (go back and review):  INT-1: Achieving SOA: The Product Solution  SONIC-2: Enterprise SOA Implementation: What Your Mother Failed to Tell You Still to come:  INT-4: Introducing Sonic ESB  SONIC-5: Global Approach to SOA Enabled by Sonic ESB  ARCH-7: A Class-based Implementation of the OERA  SONIC-8: Extend your ESB with SOA Management  INT-11: It’s Monday Morning, Do You Know Where Your Service Has Been?  ARCH-13: Transactions in a SOA World

38. © 2007 Progress Software Corporation 38 INT-3: Realistic Service Oriented Architecture Approaches Questions?

39. © 2007 Progress Software Corporation 39 INT-3: Realistic Service Oriented Architecture Approaches Thank you for your time

40. © 2007 Progress Software Corporation 40 INT-3: Realistic Service Oriented Architecture Approaches