Smarter Integration Using the IBM SOA Foundation Stack: Best Practices and Lessons Learne

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Smarter Integration Using the IBM SOA Foundation Stack

Public | Copyright © 2014 Prolifics

Suresh Wilson

Prolifics

Salem Hadim

Best Practices and Lessons Learned

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Public | Copyright © 2014 Prolifics 2

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Agenda

� Introduction to SOA

� IBM SOA Foundation Stack

� SOA and API Management

� SOA and Business Process Management (BPM)

� SOA – Strategic Approach

� Lessons and Best Practices

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Speaker Introduction

Salem HadimDirector - BPM Practice, Prolifics

Salem Hadim is a BPM Practice Director, a chief BPM/SOA/J2EE Solutions

Architect, with a proven track record in delivering successful business

solutions for mid-size to large companies across different industry verticals

including: Financial, Insurance, Healthcare, Retail and Utility.

Suresh WilsonTechnology Manager, Prolifics

Technology Manager focusing on enterprise systems, cloud services,

enterprise integration and performance management; focusing primarily on

IBM WebSphere, Tivoli (CS&I) and Rational product lines.

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Accelerators

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Certifications

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are currently Fortune

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BPM, Integration, Digital

Experience, Security, Testing,

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Technology Expertise

Fortune 1000

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SOA - Introduction


� A architectural approach for using and organizing enterprise applications and business processes as functional components

� A service itself is a repeatable business task that can be easily consumed based on an agreed-upon contract

� Governance and discipline to control and organize

the structure, processes and delivery model

� Built on loosely coupled blocks that can easily be

modified or replaced

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SOA – How does it benefit?

February 24, 2015Public | Copyright © 2014 Prolifics 7

Processes Data Services

APIsCloud

Services AppsConsumers(Internal/external)

Connect Mediate Route Transform

Provide the foundation for Systems of Engagement to

seamlessly connect with Systems of Record

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The SOA Reference Architecture


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IBM SOA Foundation Stack


Model/Assemble

Business Modeler

Integration Developer

Software Architect

Application Developer

Runtime

DataPower Gateway Appliance

API Management

Integration Bus

Business Process Management

Application Server

Operational Decision Management

Enterprise Content Management

Transformation Extender

Secure/Manage

Access Manager

Identity Manager

Business Monitor

Application Performance MGMT

Governance

Services Registry / Repository

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A word about APIs and SOA


API Management provides a natural extension to SOA

Easily expose internal services as external APIs – monetize existing

services (for some companies)

Leverage external developers; respond to changes quicker

Better manage changes by leveraging the combined power of APIs and

SOA enabled back-end

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A few words about BPM & SOA


• Business Process Management (BPM) is a

natural complement to Service-Oriented

Architecture (SOA), and can be combined in

two ways:

• BPM on top of an SOA stack of services.

• A set of Business Processes organized as

reusable process services offering end to

end Business Capabilities

• Both SOA and BPM can be pursued

individually, but the combination of SOA and

BPM is more powerful than either is alone

• BPM Top-Down Approach acts as a catalyst to

develop high value SOA and help realize a

business-driven SOA

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The Business Process Modeling Pyramid


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Service Oriented Business Process Model


• Identify Business Specialties at the organization level

• Identify a set of Business Processes that will participate in a Top Down Service Discovery Approach, categorized within Business Specialties.

• Transform Business Activities to Candidates Service operations:

• Combine: business Activities to form fewer candidates service operations.

• Break Down: a business activity into two or more service responsibilities

• Add: Service responsibilities that reflect a technical implementation (Domain Service or Utility Service)

• Rename: Rename a given business activity to reflect a Business Service.

• Do Not Change: a business activity can be accepted as – is and will mapped to a particular service responsibility. ( no need to combine or beak down, nor a name change)

• Disregard: a Service responsibility can not be translated to a service

MILESTONESSTEPS

Step1

Step2

Step3

GOAL

Identify Business

Specialties

Categorize Business

Processes by Business

Specialties

Realize Business

Responsibilities

Service Process Oriented

Model

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Process Modeling and Improvement Approaches


• Business Goal driven Process Analysis

• Rules & Policy driven Rules Process Analysis

• Process Roles driven Process Analysis

• Value Add Driven Process Analysis

• Root Cause Driven Analysis

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BPM Human Interaction Patterns


Presentation

LayerProcess Layer Services Layer

Participation – Complete work

Initiation

Participation – Conversation

Conversation – Direct Service Calls

Orchestration

Co

nv

ers

ati

on

Participation – Complete work

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IBM Smarter Process Management

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SOA – Taking the journey


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SOA – Strategic Approach


� Start with clear objectives

� Get the buy-in from key decision makers – helps with decision making, funding etc.

� Ensure that the strategic objectives are communicated to everyone involved

� Team Education

� Enable key team members to be change leaders and drive adoption

� Create a common understanding of the frameworks and approach

� Define SOA Principles

� Create consistent standards, definitions, date models, processes

� Establish a Center of Excellence

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Center of Excellence


The Center of Excellence team to drive the adoption and implementation

The vehicle to drive continuous improvements and adapt to changes

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Center of Excellence - Approach


1. Kickoff activities – ensure how current processes can be best

leveraged to attain the strategic goals

2. Engage with stakeholders - ensure needs and context are fully

understood and gather any existing materials that need to be

incorporated

3. Design the practice - decide on roles, tasks, work products,

guidance, and assets that form the practice.

4. Based on the practice design, the practice is added to the CoE

site and detailed, including linking in any existing relevant

materials.

5. The practice is rolled out to the consuming teams. This

contains elements of training, mentoring, and implementation,

depending on which approach is deemed most suitable to

minimize disruption.

6. Assessments monitor the success with which the practice is

operating.

1. CoE kickoff

2. Analyze and

gather

4. Detail practice

5. Rollout practice

6. Assess

practice

3. Scope and design

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� Individual practice is unit of definition of CoE scope – 64 listed below.

Quality Practices

50. Test case specification (4)51. Automated code quality verification (5)52. Automated testing (5)53. Manual testing (4)54. User acceptance testing (4)

Configuration, Release and

Environment Mgt. Practices

55. SCM-based configuration management (4)56. Automated continuous integration (7)57. Release management (5)58. Defect tracking (3)59. Environment and tooling setup (3)60. Environment automation (7)61. Asset sharing (4)

Rollout, Support and Handover

Practices

62. Application rollout (4)63. Application support (5)64. Application handover (3)

Requirements Practices

26. Business needs and system features analysis (3)27. System use case analysis (4)28. Business process analysis (7)29. Automated business process discovery (7)30. Solution ROI calculation (7)31. Business domain analysis (3)32. Business rules analysis (4)33. Non-functional requirements analysis (2)34. System-wide requirements analysis (2)35. UI storyboarding (4)36. System context analysis (1)37. Integration analysis (4)38. Information gathering using questionnaires (1)39. Information gathering using workshops (1)

Architecture Practices

40. Application and technical architecture tracks (3)41. Reference architecture-based platform selection (3)42. SoaML component and interaction design (4)43. Design pattern-driven design (5)44. Data modeling (4)45. Deployment modeling (3)

Implementation Practices

46. Specification-driven development (2)47. Applying implementation standards (4)48. Unit testing using frameworks (5)49. Solution prototyping (2)

Planning Practices

1. Risk-value phasing (1)2. Requirements-based release planning (2)3. Incremental delivery using iterations (2)4. Scheduled tasks (1)5. Two-level planning (2)6. Estimation using design categorization (2)7. Project budget management (4)8. Role- and skills-based staffing (2)9. Responsibility agreement (3)10. Change request scope management (3)11. Test planning (4)

Governance Practices

12. Regular showcases to customers (2)13. Regular team progress checkpoints (2)14. Retrospectives (2)15. Project methodology fitting (3)16. On-the-job mentoring and guidance (2)17. Peer reviews (1)18. Specifications customer review and sign-off (2)19. Regular timesheet and expense report completion (2)20. Issue and risk management and tracking (2)21. Consultant status reporting (2)22. Project status reporting (2)23. Work item-based progress tracking (2)24. Project startup activities (3)25. Project closure activities (3)

Center of Excellence - Practices

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On-going CoE tasks


� Manage the Service Portfolio

� Work with the decision makers to enforce SOA guidelines and standards

� Ensure the right design, development and use of services

� Enable knowledge management and skills training

� Responsible for architecting change as the business requirements and

technologies advance

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SOA – Considerations


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SOA Technology Foundation


� Align strategic business objectives with technology decisions

� Design for the future

� Incorporate flexibility and scalability

� Implement the right tool for the right job

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SOA Delivery Approach


� Identify the services that can readily be SOA-enabled

� Reduce risks; Plan iterative deliverables

� Measure and communicate the value

generated and ROI

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Prolifics – Reference Architecture

February 24, 2015Public | Copyright © 2014 Prolifics 26

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A quick word about DataPower 7.1


IBM DataPower Gateway is the new name of a consolidated, extensible & modular

platform

Converges three existing products, XG45 / XI52 / XB62, into a single modular

offering

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SOA – Build a robust infrastructure


Bullet proof your SOA infrastructure

High Availability

Scalability

Recoverability

Connectivity

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� Define Performance requirements (response time, throughput etc. at

every layer)

� Keep performance in mind throughout the planning, design, development

and implementation phases

� Implement performance specifications – reference document for

architects, developers and administrators

� Create an end-to-end Performance Test Plan

� Continuous Performance Testing

� Generate and track performance reports

� On-going performance management - measure testing results against

production results

Performance Management


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Security Considerations


Think through security right from the get-go

�Transport Level and Message Level Security

�Role Based Access

�Data Security

Center of Excellence to provide documentation, implementation details, sample code etc. to assist in implementing a common security standard

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SOA Governance Considerations


� Need for governance and enforcement will be learned immediately

� Establish governance processes and standards early in the design phase

� Tight control over the developed and deployed services

� Establish a governance board (as an extension to CoE)

� Emphasis on lifecycles, processes, policies

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WSRR Service Governance Model


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Monitoring – An end-to-end approach


● Implement end-to-end monitoring

● Visibility is a key requirement

● Avoid finger pointing

● Understand runtime and provider performance

● Identify and track KPIs

● Use for capacity planning and performance optimization

SOA

Infrastructure

Processes

Services

Applications

Physical Infrastructure

Virtualized Infrastructure

Middleware

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Monitoring Considerations


Key considerations for the SOA LayerV

irtu

aliz

atio

n L

ayer

Vir

tual

izat

ion

Lay

er

Resource allocation to support the workload

Understand bottle-necks

On-going optimization

Resource allocation to support the workload

Understand bottle-necks

On-going optimization

Op

erat

ing

Sys

tem

Op

erat

ing

Sys

tem

Health and availability

Stable runtime

Understand capacity

Health and availability

Stable runtime

Understand capacity

Ru

nti

me

Ru

nti

me

Service Performance

Service utilization

Validate expected results

SLM policies

Service Performance

Service utilization

Validate expected results

SLM policies

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Avoid SOA Complexity

� Keep the services layer light-weight

� Avoid having complex application logic at the SOA layer

� Follow SOA principles – host only the essential services at the SOA layer

� No is a perfectly valid response


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Additional considerations


� Develop pro-types to help jump start implementation

� Create a centralized knowledge-base to share best practices, implementation details, examples etc.

� Endorse and enforce governance from the beginning

� Develop a standard meaningful process of handling errors and faults – for both consumer and provider

� Define test cases in the design phase

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� Clear strategic goals and requirements

� CoE is critical

� Build a robust and scalable infrastructure

� Never ignore governance, security, monitoring

� Go with iterative deliverables

� Stick to standards and best practices

Putting it together


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References


http://www.ibm.com/developerworks/library/ar-archtemp/

https://developer.ibm.com/api/docs/api-101/ibm-reference-architecture-api-

management/

http://www.apqc.org

http://www-01.ibm.com/software/solutions/process/

http://www-

01.ibm.com/support/knowledgecenter/SSTR5H_2.5.0/com.ibm.scenarios.soaw

dpwsrr25.doc/topics/csoa2_SOA_architecture.htm

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Applicability of IBM SOA Approach In

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Salem Hadim

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Smarter Integration Using the IBM SOA Foundation Stack: Best Practices and Lessons Learne

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Transcript of Smarter Integration Using the IBM SOA Foundation Stack: Best Practices and Lessons Learne