IBM SOA Roadshow

SOA Education Day For CMU Students and Faculty

Frank Stein Program Director IBM Federal SOA Institute

© 2007 IBM Corporation IBM SOA Architect Summit Agenda

ƒ 9:00 – 9:15am Welcome – Dr. Randy Bryant, Dean, SCS ƒ 9:15 – 9:45am Introduction to SOA – Frank Stein ƒ 9:45 – 10:15am Leveraging Information in SOA – Mark Sherman ƒ 10:15 – 10:45am SOA Governance and SOA Lifecycle – Naveen Sachdeva ƒ 10:45 – 11:15am Reuse, Community, Ecosystems & Catalogs – Jay Palat ƒ 11:15 – 12:00pm IBM’s SOA Experience, Trends, Outlook – Sanjay Bose ƒ 12:00 – 1:15pm Lunch Break & Faculty Reception ƒ 1:15 – 2:00pm Business Process Modeling Overview – Tom McManus & Emilio Zegarra ƒ 2:00 – 3:15pm Innov8 3D BPM “Serious Game” – Dave Daniel

2 SOA Education Day at CMU IBM SOA Roadshow

Overview Presentation: SOA: A Foundation for Improved Agility and Economic Value

Frank Stein Program Director IBM Federal SOA Institute

© 2007 IBM Corporation IBM SOA Architect Summit Cloud Computing Announcement – Oct 10, 2007

• IBM and Google will provide hw, sw, and services to assist the academic community to explore Internet-scale computing. •CMU, MIT, Stanford, U of Washington, UC-Berkeley, U of MD

4 SOA Education Day at CMU IBM SOA Architect Summit Agenda

ƒ Why SOA

ƒ SOA Technical Concepts ƒ What’s Next for SOA

ƒ Summary

5 SOA Education Day at CMU IBM SOA Architect Summit Businesses are Placing a Premium on Innovation

THINK

THINK

6 SOA Education Day at CMU IBM SOA Architect Summit Innovation Impacts Business Models Is Your Architecture Ready?

“ On a flat earth, the most important attribute is creative imagination – the ability to be the first to figure out how all these enabling tools can be put together in new and exciting ways to create products, communities, opportunities, and profits.” Thomas Friedman, The World is Flat

“ Service orientation does not begin with technology; it begins with the mind-set of thinking about your business and the world around you in terms of functional components.”

Steve Mills, SVP and Group Executive, IBM Software Group The Future of Business June 2007

7 SOA Education Day at CMU IBM SOA Architect Summit The Need for Business Flexibility

Pace of Technology Adoption ƒ The World is a more Dynamic Place TV Electri Teleph – Business requirements: changing quickly – very Rad city one difficult to predict what’s next or who the next io Auto competitor will be V – Pace of Technology: Accelerating Rapidly C Tel P R eph ƒ Economic Pressures C one – Better, Cheaper, Faster % penetration % Penetration

ular t e n r ƒ Collaboration/Connectivity e t In – Integration to internal and external systems 0 25 5075 100 125 150 Years

*Sources: CBDi

8 SOA Education Day at CMU IBM SOA Architect Summit Business Flexibility Depends on IT Flexibility But Today’s IT Architectures are the Roadblocks

ƒ Complexity

ƒ Monolithic and siloed applications

ƒ Inconsistent information sources “Today’s IT architectures, ƒ Custom coded connections arcane as they may be, are the biggest roadblocks most companies face when ƒ Not designed for change making strategic moves.” McKinsey “Flexible IT, Better Strategy”

9 SOA Education Day at CMU IBM SOA Architect Summit “SOA Has Dramatically Grown in Popularity” According to Gartner, Inc.

ƒ SOA will be used in more than 50 percent of new mission-critical operational applications and business processes designed in 2007 and in more than 80 percent by 2010.

ƒ SOA … will rapidly become the architectural foundation for virtually every new business-critical application.

ƒ SOA has dramatically grown in popularity, and adoption has expanded across vertical industries, geographies and organization sizes.

ƒ The practical benefits of a well-implemented SOA are greater adaptability, faster time to deployment and lower costs for application development and integration.

Gartner Press Release: “Gartner Says SOA Will Be Used in More Than 50 Percent of New Mission- Critical Operational Applications and Business Processes Designed in 2007” April 25, 2007

10 SOA Education Day at CMU IBM SOA Architect Summit What Benefits Are Organizations Seeing With SOA?

Increased revenue Benefits Reported by Leading Edge Adopters of SOA Reduced risk 51% Improved flexibility 71%

Cost savings 100% s nes Busi 97%

al hnic Tec

Source: IBM IBV Study

11 SOA Education Day at CMU IBM SOA Architect Summit SOA Frees Up Resources to Enable New Value Creation

Today’s IT Desired IT 30% New Increase 45% Capability Value Creation New Capability 70% Decrease Sustaining Maintenance & & Running Delivery 55% Existing Existing Capability Capability

Source: Accenture I.T. Spending Survey

“The maintenance of central services costs less than maintaining an old application infrastructure. The code behind a business process is easier to isolate, understand, and revise when it’s contained in a set of services than when it’s buried in large, monolithic applications.” How to Build an SOA, Charles Babcock, Information Week, June 2006

12 SOA Education Day at CMU IBM SOA Architect Summit SOA and Austin Energy

“The end goal is to have an integrated enterprise with SOA in the middle of it,” Carvallo said. “We have been mapping out since last summer the key processes – 70-plus processes – that we want to bring into the SOA (environment) and help rationalize the infrastructure behind it.”

“This one is business-driven," Carvallo said. "This time around, when the business process is at the heart of the integration, change management happens much easier because the business user wants it to happen.”

13 SOA Education Day at CMU IBM SOA Architect Summit SOA and Austin Energy: Results

The customer service implementation is a composite application with five Web services that verifies the customer location and generates a work order to repair the outage

ƒ The old system had a limitation of being able to process 4,000 work orders a day. The new SOA-based system processed more than 20,000 calls per day for three days during the storm, and has been tested for up to 50,000 work orders per day

ƒ Average customer call time processing outage reports dropped from 3-5 minutes down to 1.5 minutes

ƒ One of the keys to success was that 30 percent of the project was focused on planning and the architecture

14 SOA Education Day at CMU IBM SOA Architect Summit Services Are Key to Many Current Transactions Across All Industries, For Many Different Types of Business Activities

Online Travel Online Order Status Reservations of Web Purchases

ƒ Check availability/ rates ƒ Check order status directly from UPS without ƒ Create/change reservation leaving your website ƒ Create shipping status (with shipping partner)

Warehouse Healthcare & Distribution e-Prescriptions

ƒ Check inventory ƒ Enter new prescription ƒ Automatic order refill requests ƒ Review prescription history ƒ Place/track order & shipping ƒ Check/display drug interactions

15 SOA Education Day at CMU IBM SOA Architect Summit Why SOA Now? “SOA is the next-wave architecture to drive the evolution of IT.” Alex Cullen Principal Analyst for IT Management, Forrester Research ƒ Standards have been widely adopted

ƒ Software is mature and available

ƒ Governance is well-defined

ƒ Best practices are in place

16 SOA Education Day at CMU IBM SOA Architect Summit Agenda

ƒ Why SOA

ƒ SOA Technical Concepts ƒ What’s Next for SOA

ƒ Summary

17 SOA Education Day at CMU IBM SOA Architect Summit What is …..

… a service? … service orientation? A way of integrating your A repeatable business as linked business task – e.g., services check customer credit; and the outcomes that open new account they bring

… service oriented … a composite architecture (SOA)? application? An IT architectural A set of related & style that supports integrated services that service orientation support a business process built on an SOA

18 SOA Education Day at CMU IBM SOA Architect Summit

The “New” SOA World: Composable Reusable Services

Logistics Flight Ops Comms Analyst

Customer OrderXX System Shipping and XXReceiving Travel Department XX

Weather Weather Weather Service Service Service

This forces us to re-examine what we call “applications” and what we call Weather XX “infrastructure”! Service Applications

ServicesInfrastructureExternalizing common functions as “services” However, this creates an allows for code re-use, important dependency; if thereby saving on the ‘service’ is not development investment working, the applications and maintenance cannot function 9 expenses. 9 XX

19 SOA Education Day at CMU IBM SOA Architect Summit Enterprise Software Evolution

Source: Gartner

20 SOA Education Day at CMU IBM SOA Architect Summit Alignment of Business and IT

SOA Solution

E S R Consulting: S U E T Business IN C S E U IT Strategy, B H C R CBM A

Policy SOBA Care N E IO R SOBA T U Claims SOBA A T Legacy + IC C L E Packaged + P IT P H A C Remote Apps R A Industry Fabric

Middleware / Platform E L R A U C I T N C + H E T C I E H Existing IT Assets T C R A + Virtual Resources

21 SOA Education Day at CMU IBM SOA Architect Summit Interaction among services for higher business value

Web Collaboration Device People (Service consumers)

Business Process

External Services (Application & Information)

Operational Systems Application Application (Application & Information Assets) Content Data Registry

Connectivity (Enterprise Service Bus) Infrastructure and Management for SOA SOA Governance and Lifecycle Management

22 SOA Education Day at CMU IBM SOA Architect Summit SOA Solution Layering Leveraging the SOA Reference Architecture

Service Consumer Channel B2B Consumers QoS Layer (Security, Management& Integration (Enterprise Service Bus) Monitoring Infrastructure Services) Data Architecture (meta-data) &

Business Process Business Intelligence Composition; choreography; Governance business state machines

Services atomic and composite Service Provider Service

Service Components

Packaged Custom OO Operational Systems Application Application Application

Atomic Service Composite Service Registry

23 SOA Education Day at CMU IBM SOA Architect Summit The SOA Solution Stack Service Consumer Sales Application Sales Application Consumers Central Office Regional Office

Open ArchitectureData & Business Intelligence Account Integration (Enterprise Service Bus) Business Process Composition; choreography; Account Account business state machines Activation Verification Quality ofService Determine Applicant Address

Eligibility Verification Governance

Account Activation Services atomic and composite Account AR Account Create Determine Address Inquiry Setup Setup Account Eligibility Verification Service Provider Service Service Components EJB MF SCA EJB

Operational Systems (Applications & Data) Customer Billing GL

24 SOA Education Day at CMU IBM SOA Architect Summit The SOA Lifecycle

ƒDiscover ƒIntegrate people ƒConstruct & Test ƒIntegrate processes ƒCompose ƒManage and integrate information

ƒGather requirements ƒModel & Simulate ƒDesign

ƒManage applications & ƒFinancial transparency services ƒBusiness/IT alignment ƒManage identity & ƒProcess control compliance ƒMonitor business metrics

25 SOA Education Day at CMU IBM SOA Architect Summit Business Driven Development An Iterative, Business-focused Development Process

Model Run-time Manage Statistics

Continual Process Improvement Requirements ƒMonitor Business Model Business Results Requirements ƒBusiness ƒBusiness Observation Operations Analysts Model ƒManage IT Analysts Unified Modeling Language (KPIs) Performance ƒSoftware ƒIT Operations and Data ƒCreate Business Managers Architects Model Software and IT Dashboards Architecture

Business Process Execution Language Events Assemble Deploy ƒChoreograph Services WSDL ƒManage Quality of ƒDevelop New Service Services EAR, DDL ƒDevelopment ƒConfigure Human ƒManage Runtime ƒDeployment Team Task Manager Platforms Team ƒIntegration ƒDevelop User ƒPlatform- Developers Interface specific Runtime ƒTest ƒTesters Specialists

Team Unifying Platform

26 SOA Education Day at CMU IBM SOA Architect Summit Business Driven Development Flow Example

Rational Portfolio Manager Rational RequisitePro WebSphere Business Modeler Document Business Create Understand Strategy Financial Risk, Project Reports & Run-time Statistics Costs, and ROI Capture ROI Business Business Goals, Estimates Business Analyst Strategist Objectives and Requirements Identify and Manage Trace Business Create, Create Projects and Create, Objectives, Simulate, Observation Resources Simulate & Requirements Analyze and Model with Analyze As- Project & Create Optimize To- KPIs & Is Business Manager Business Use Be Business export to Model Case Outlines Model Monitor UML BPEL Runtime Architect Rational Application ƒWebSphere Process Server Choreograph WebSphere Integration ƒWebSphere Portal Create & Manage Developer/ WebSphere services using Developer ƒWebSphere Business Monitor System Developer for zSeries BPEL, WSDL, etc. Requirements and Use Cases Implement Services, & expose as Web Trace Requirements Developer Services Configure Human & Architect System Task Manager Integration Use Case (including Ad-Hoc) Developer Monitor Realizations & Client Develop Portlets Database (App UI and Developer Model Services Monitor) Use Business Rules, State Architect Machines, Web Services, Adapters, ESB, etc. EAR R EA Deploy/Run Business Rational Functional Tester Operations Tester Verify Quality EAR Manager Rational Performance Tester

IBM Rational Team Unifying Platform

27 SOA Education Day at CMU IBM SOA Architect Summit SOA Foundation Reference Model Modular delivery of Business Automation

Business Services Supports enterprise business process and goals through businesses functional service

Interaction Services Process Services Information Services Enables collaboration Orchestrate and automate Manages diverse data and between people, processes & business processes content in a unified information manner Development Management Services Services

Integrated Manage and environment for Enterprise Service Bus secure design and services, creation of applications & solution assets Partner Services Business App Services Access Services resources

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

environment application assets Info Assets

Infrastructure Services Optimizes throughput, availability and utilization

28 SOA Education Day at CMU IBM SOA Architect Summit Separation of Concerns The SOA Reference Architecture in Action Business Dashboard

Business Services Supports enterprise business process and Credit goals through businesses functional service Request

Interaction ServicesProcess Services Information Services

Enables collaboration between Orchestrate and automate Manages diverse data and Development people, processes & Federated Management Portal business processes content in a unified manner Services information Query Services Integrated environment for Manage and design and secure creation of Enterprise Service Bus services, solution assets applications & Approved resources Partner Services Business App Services Access Services Build on a robust, FacilitateCICS interactions with DB CommunityConnect with trading

scaleable, and secure existing information and Apps & partners EJBs Access Siebel Access Manager Info Assets services environment applicationAdapter assets DB Access

Infrastructure Services Optimizes throughput, availability and utilization IT Management Console

29 SOA Education Day at CMU IBM SOA Architect Summit Three key sources of services for SOA

Consume external services

Service- Create new enable services existing from assets scratch

1. Service-enable high-value existing IT assets for reuse 2. Use externally provide services to support commodity tasks 3. Fill in gaps by creating new services

30 SOA Education Day at CMU IBM SOA Architect Summit Business value of reuse for SOA

ƒ Existing business logic is among the most valuable assets a company owns

ƒ It is 5X less expensive to reuse existing applications than to write new applications from scratch*

ƒ Reusing proven, time-tested applications results in significantly lower risks and faster time to market

ƒ Maintenance overhead shrinks with greater use of proven and tested code for common functions

* Software Productivity Research (SPR)

31 SOA Education Day at CMU IBM SOA Architect Summit Core Elements of a Service-based Design

ƒ Service Components – A technology- and language-independent representation of a service which can be composed with other services ƒ Service Data – A technology- and language- independent representation of

a data entity that can be passed Portlets Query between services

ƒ Service Bus Oracle DB Community Adapter SAP Access Manager Adapter DB – A technology- and protocol- Access independent representation of the interconnection between services

32 SOA Education Day at CMU IBM SOA Architect Summit The ESB allows you to focus on your core business Rather than your IT

NEW Check Traveler Service

Travel Check Credit Book Flight Add new Reservation Service Service Process services faster

Enterprise Service Bus

Hotel Flight Book Hotel Book Car Change services with Availability Availability Service Service Service Service minimal impact to existing services

NEW Flight OLD Flight Availability Availability Service Service

33 SOA Education Day at CMU IBM SOA Architect Summit Key Standards for SOA

SOA and Web Service Standards Business Services: Service Offerings and Components (ACORD, HL7, eTOM, ARTS…)

Industry Semantics

Industry (SWIFT, FIXML, OTAXML, UCCNet…) Standards Service Interaction (WSRP, JSR 168, AJAX) Service Orchestration (WS-BPEL) Service Discovery (UDDI, Reusable Asset Specification) Service Invocation & Messaging (SOAP. WS-Addressing, REST) Standards Security Profiles (SCA, SDO) (SCA, Infrastructure

Service Description (WS-Security) Transactions (WSDL) Management (IT Information Library) Information (IT Data Exchange Programming Model (XML, JSON) Profile, WS-I Reliable Secure Profile Secure WS-I Reliable Profile,

Network Protocol WS-I Basic Security WS-I Profile, Basic

(HTTP, SMTP) WS-Business(WS-Atomic Transaction, Activity)

34 SOA Education Day at CMU IBM SOA Architect Summit Agenda

ƒ SOA and Enterprise Architecture

ƒ SOA Technical Concepts ƒ What’s Next for SOA ƒ Summary

35 SOA Education Day at CMU IBM SOA Architect Summit Extending the SOA Platform

ƒ Robust infrastructure ƒ “Light weight” for Enterprise QoS ƒ Enables dynamic, industry-specific consumer platform ƒ Service management business services and governance ƒ Facilitates creation ƒ Facilitates creation of user-defined ƒ Facilitates creation of composite of next generation situational service- applications based applications applications

Web 2.0 Platform SOA Foundation Business Services Platform

36 SOA Education Day at CMU IBM SOA Architect Summit Extending the SOA Consumer Platform: Web 2.0

Mash-ups and Situational Composite Applications Applications

Customer Employee Partner

Services

Web 2.0 Platform

37 SOA Education Day at CMU IBM SOA Architect Summit Agenda

ƒ SOA and Enterprise Architecture

ƒ SOA Enterprise Architecture Best Practices – SOA Reference Architecture – SOA Best Practices

ƒ What’s Next for SOA

ƒ Summary

38 SOA Education Day at CMU IBM SOA Architect Summit The Key Chart: SOA Reference Architecture Providing IT Flexibility to Meet the Demands of Business

ƒ Linkage between business and IT

through support of the entire Business Services SOA Lifecycle Interaction Process Information Services Services Services ƒ Connectivity and Service Isolation through the Enterprise Service Bus Enterprise Service Bus

Partner Business Access Services App Services Services ƒ Separation of Concerns/Modularity Apps & Info Assets Development Services Development for incremental adoption Infrastructure Services Services Management ƒ Assembly of Services for Composite Business Services

ƒ Business and IT Monitoring and Management

ƒ Open Standards

39 SOA Education Day at CMU IBM SOA Architect Summit

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40 SOA Education Day at CMU IBM SOA Architect Summit

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