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Global Business Services Сервисно-ориентированная архитектура (СОА). Теория и практика интеграционных проектов ВЫСШАЯ ШКОЛА МЕНЕДЖМЕНТА Санкт-Петербургского государственного университета 28 апреля 2008 г.
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Page 1: Module 4

Global Business Services

Сервисно-ориентированная архитектура (СОА).Теория и практика интеграционных проектов

ВЫСШАЯ ШКОЛА МЕНЕДЖМЕНТАСанкт-Петербургского государственного университета28 апреля 2008 г.

Page 2: Module 4

Global Business Services

© Copyright IBM Corporation 20082

Сущность и цели подхода СОА

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Global Business Services

© Copyright IBM Corporation 20083

Architectural Evolution in the Enterprise

MonolithicArchitecture

MonolithicArchitecture

Service Oriented

Architecture / Web Services

Service Oriented

Architecture / Web Services

Network Centric

Architecture

Network Centric

Architecture

Client-Server Architecture

Client-Server Architecture

Pre 1980 1980’s to Mid 1990’s

Mid 1990’s toEarly 2000’s

Dynamically Re-configurable

Architecture

Dynamically Re-configurable

Architecture

Future Today

• Mainframe

The Path to a Modern Services-Based Architecture

• Visual Basic

• PowerBuilder

• eBusiness

• eCommerce

• Service Oriented Computing

• Web Services Architecture

• Open Standards

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Global Business Services

© Copyright IBM Corporation 20084

Business Integration Built on a Foundation of SOA

SOA

Achieving Better Business Results by Increasing Your Service Orientation

Business Flexibility

ImplementingIndividual Web

services

Leveraging an ESB for

Service-Oriented Integration

Using Composite Applications for

IT Transformation

Dynamic Business

Processes

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Global Business Services

© Copyright IBM Corporation 20085

SOA Value Proposition

Increase RevenueCreate new routes to market; create new value from existing systems

Provide a Flexible Business ModelReact to market changes more quickly

Integrate across the EnterpriseIntegrate historically separate systems; facilitate mergers and acquisitions of enterprises

Reduce Cycle Times and Cost for External

Business PartnersMove from manual to automated

transactions; facilitate flexible dealings with business partners

Drive down CostEliminate duplicate systems; build once and leverage; improve time to market

Reduce Risk and ExposureImprove visibility into business

operations

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Global Business Services

© Copyright IBM Corporation 20086

Pain Points Addressed by SOA Solution

3%

11%

26%

31%

49%

54%

0% 10% 20% 30% 40% 50% 60%

Enter New Market

Mandates

Supplier/DistributorDemand

Demand for Collaboration

Competitive Pressures

Need for TechnologyChange

Page 7: Module 4

Global Business Services

© Copyright IBM Corporation 20087

Observed Business Pain Points Leading to SOA Projects

The projects were driven by business reasons, not technology implementation preferences

Competitive Pressures

Obsolete/legacy systems Insufficient capacity/low reliability Rigid systems that were difficult to change

Need for Technology Change

Demand for Collaboration

Mandates

Competitors adopting faster, more flexible solutions Enabling deployment of products and services Improving customer service

Compliance with government or company mandates

Supplier/Distributor Demand

Demand for improved connectivity Move away from proprietary, point-to-point solutions

Enter New Markets Use exposed services to create new lines of business

Need to share information and services with partners, suppliers, distributors, and clients

Page 8: Module 4

Global Business Services

© Copyright IBM Corporation 20088

Benefits Resulting from SOA Solution

All clients interviewed cited improved flexibility as a benefit of SOA, and most experienced profitability impact

26%

43%

51%

71%

97%

100%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Enable Compliance

Enable New Products

Increase Revenue

Reduce Risk

Decrease Cost

Improved Flexibility

% of Projects

Page 9: Module 4

Global Business Services

© Copyright IBM Corporation 20089

Characteristics of an SOA

Strong Business-IT alignment – ability to clearly articulate and optimise business value of technology

Agility - Changing business requirements can rapidly be supported

Build on existing investments – no need to re-implement components every time a new technology comes along

Enterprise level focus – avoid duplication of function, achieve consistency, joined up business processes

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Global Business Services

© Copyright IBM Corporation 200810

Business and IT Work Much More Closely and in Partnership

Business expertise

Technical expertise

Users Define/refine

business processes

Limited overlap

Developers Program the applications

Business expertise

Technical expertise

Users Define/refine

business processes

Extensive overlap

Application Developers Assemble and configure

building blocks into processes

Service Developers Create application building

blocks - patterns, templates, and

components

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Global Business Services

© Copyright IBM Corporation 200811

The Transforming Development Model

From To

Function-oriented

Build to last

Prolonged development cycles

Process-oriented

Build to change

Incrementally built and deployed

Application silos

Tightly-coupled

Structuring applications using

components and objects

Known implementation

Orchestrated solutions

Loosely-coupled

Structuring applications using

services

Abstraction and virtualization

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Global Business Services

© Copyright IBM Corporation 200812

Определение СОА

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© Copyright IBM Corporation 200813

Terms of SOA

… a service?

A repeatable business task – e.g., check

customer credit; open new account

… service orientation?

A way of integrating your business as linked

servicesand the outcomes that

they bring

… service oriented architecture (SOA)?

An IT architectural style that supports

service orientation

… a composite application?

A set of related & integrated services that

support a business process built on an SOA

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Global Business Services

© Copyright IBM Corporation 200814

SOA Means Many Things Based on Your Perspective

“SOA in context …”

Business

Implementation

Architecture

A set of services that a business wants to expose to their customers and partners, or other portions of the organization

An architectural style which requires a service provider, requestor, and a service description

A set of architectural principles, patterns, and criteria which address characteristics such as modularity, encapsulation, loose coupling, separation of concerns, reuse, composability, and single implementation

A programming model complete with standards, tools, and technologies such as Web Services

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© Copyright IBM Corporation 200815

... And What SOA Is Not

SOA is not: Something you can buy out of the box A product WebSphere Using an ESB (Enterprise Service Bus) EAI (Enterprise Application Integration) WSDL/SOAP Software component reuse Tied to a proprietary technology An IT only initiative Primarily a cost saving approach

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Global Business Services

© Copyright IBM Corporation 200816

Aspects of SOA: Architecture

Service Consumer Service Provider Service Description Service Broker Service Registry

Service Consumer

+ findService ( )+ bindToService ( )+ invokeService ( )

Service provider

+ invokeService ( )+ bindToService ( )+ provisionService ( )+ monitorService ( )

Service Description

+ binding

+ Operations ( )

Service Broker

+ findService ( )

«realize»«use»

*«contains» «described in»

Service Registry

1..*

1..*

searches

1..*

invokes

1..*publishes

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Global Business Services

© Copyright IBM Corporation 200817

Key Aspects of SOA: Services, Components, Composition, and Choreography

Qo

S, S

ecu

rity, Ma

na

ge

me

nt &

Mo

nito

ring

Infra

structu

re S

ervice

Da

ta A

rchite

cture

& B

usin

ess In

tellig

en

ce

Inte

gra

tion

Arch

itectu

re(E

nte

rprise

Se

rvice B

us)

operational existing application resources

business services

business processes

components

process choreography

atomic and composite services

enterprise components

Custom Application Package

Se

rvice C

on

sum

er

Se

rvice P

rovid

er

consumers JService Portlet WSRP B2B

Composite service

Atomic service

1

2

3

4

5 6 7 8

Go

vern

an

ce

9

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© Copyright IBM Corporation 200818

Сервисно-ориентированный подход является результатом развития методов

интеграции

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© Copyright IBM Corporation 200819

Complexity is a problem

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© Copyright IBM Corporation 200820

Point-to-Point Integration

High coupling, low cohesion, and no encapsulation

No reuse

Difficult to change

Rising cost per interface keeps

Source Application

Target ApplicationTransport

Process Logic

Business Rules

Application Code

Interaction Logic

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© Copyright IBM Corporation 200821

Point-to-Point Integration Approach

Low overhead to get started.

P2P can be the best approach for connecting a few applications where few changes are expected.

Sales Force Automation

NT/Sybase Marketing

NT/Oracle

FinancialsMainframe/VSAM

Credit Card Mainframe/VSAM

e-BusinessUnix/Oracle

Call CenterUnix /Oracle

ERP

Unix /Oracle

Order Entry

Unix/Oracle

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© Copyright IBM Corporation 200822

EAI without SOI

Lower coupling, higher cohesion, and some encapsulation

Impairs reuse

Complicates change

Makes cost per interface more consistent

Routing

MappingTranslation

Augmenting

Source Application

Target Application

Process Logic

Business Rules

Application Code

Interaction Logic

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© Copyright IBM Corporation 200823

Comparison of P2P and EAI

Point-to-Point Integration EAI Hub-and-Spoke Integration

The right integration infrastructure can help customers reduce costs, improve flexibility, and

provide greater visibility into business transactions.

Batch

POSUpdates

Store Ope.

ContinuousSupply

Date Warehouse

Loyalty Program

Financial Sycs

COS

Marketing & Merchandising

Clearing

Marketing

Planning

Ordering

Partners & Suppliers

Consumer Touchpoint

Enterprise Application

Batch

FOSUpdates

Store Ope.

ContinuousSupply

Date Warehouse

Loyalty Program

Financial Sycs

COS

Marketing & Merchandising

Enterprise Application

Clearing

Marketing

Planning

Ordering

Partners & Suppliers

Consumer Touchpoint

Integration & Process Flow Hub

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Global Business Services

© Copyright IBM Corporation 200824

SOI Uses a Layered Architecture

Low coupling, high cohesion, and encapsulation

Increases productivity

Eases change

Improves reuse

RoutingMapping TranslationAugmenting

Declarative Rules

Service Sequencing

Boundary Services

Source Application

Target Application

Integration Services

Process Logic

Business Rules

Application Code

Interaction Logic

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Global Business Services

© Copyright IBM Corporation 200825

Enterprise Service BusTying Disparate Applications Together …

WebServices

Publish/SubscribeManaged FTP

AsynchronousMessages

SynchronousRPC

112

2

3

45

678

9

10

11

RPG

XML COBOLCopybook

EDI-X.12ACORDEDI-FACT

ebXML AL3HIPPA HL7

SWIFTFIX

Custom Formats

Disparate platforms, devices, & protocols

DisparateProgramming languages

DisparateData formats

Word/Excel/PDF

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Global Business Services

© Copyright IBM Corporation 200826

Service-Oriented Integration

An architectural style which requires a service provider, a service requestor, and a service description

A set of architectural principles, patterns, and criteria which address characteristics such as modularity, encapsulation, loose coupling, separation of concerns, reuse, and composability

A programming model complete with standards, tools, and technologies such as Web Services

Application of service-oriented architecture principles to build a service-

oriented integration layer:

Implementing an SOI style integration layer

provides a foundation for implementing an SOA.

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Global Business Services

© Copyright IBM Corporation 200827

SOI – Four Architecture Principles

Boundary services Encapsulate and isolate the industry, LOB, and regional requirements

Integration services Separate the services which perform routine integration activities, which are stateless and

context-free, so they can be called in any sequence or not at all

Declarative programming model Separate the business rules from the implementation of SOI services

External sequencing of services Separate the process logic from the integration and boundary services

Page 28: Module 4

Global Business Services

© Copyright IBM Corporation 200828

Справочная модель СОА

Page 29: Module 4

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© Copyright IBM Corporation 200829

The IBM SOA Reference Model is a shared view of the Components that make up an SOA

Business ServicesFacilitates better decision-making with real-time business information

Infrastructure ServicesOptimizes throughput, availability and performance

De

ve

lop

me

nt

Se

rvic

es

Integrated environment for design

and creation of solution

assets

IT S

erv

ice

Ma

na

ge

me

nt

Manages and secures

services, applications,

and resources

Interaction Services

Enables collaboration between people, processes, and

information

Process ServicesOrchestrates and

automates business processes

Information ServicesManages diverse data and content in a unified manner

Facilitates communication ESB between services

Partner ServicesConnects with trading

partners

Business App Services

Builds on a robust, scaleable, and secure services

environment

Access ServicesFacilitates interactions with

existing information and application assets

Ap

ps

&

Info

Ass

ets

Page 30: Module 4

Global Business Services

© Copyright IBM Corporation 200830

Подход к построению СОА

Page 31: Module 4

Global Business Services

© Copyright IBM Corporation 200831

SOA does not happen by magic

SOA will not arise spontaneously It requires organisational change and a top down approach Business and IT must work closely together The service portfolio must be managed as an asset New governance structures needed Requires incentives for reuse

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Global Business Services

© Copyright IBM Corporation 200832

Business-Aligned IT Architecture

SOA steps

Step 1: Break down your business into components• Component Business Modeling• Decide what is strategically important, and what is just operations in the value

chain domains• Analyze the different KPIs attached to these components• Prioritize and scope your transformation projects

Step 3: Implement a Service Model • Develop a service-oriented architecture to support the

Componentized Business • Implement service based scoping policy for projects• Implement appropriate governance mechanism

Step 2: Define a Service Model• Service Oriented Modelling and Architecture• Identify your business services based on your business components• Identify your business processes• Specify the services, processes and components accordingly• Make SOA realization decisions based on architectural decisions

CBM Strategy

SOA Realization

SOMAModeling

Page 33: Module 4

Global Business Services

© Copyright IBM Corporation 200833

Шаг 1. Построение Компонентной модели бизнеса (CBM)

Page 34: Module 4

Global Business Services

© Copyright IBM Corporation 200834

On the first step business is breaking down into top level components

Control

Execute

Direct Business Planning

Business Unit Tracking

Sales Management

Credit Assessment

Reconciliation

Compliance

Staff Appraisals

Relationship Management

Sector Management

Product Management

Production Administration

Product Fulfillment

Sales

Marketing Campaigns

Product Directory

Credit Administration

Customer Accounts

GeneralLedger

Document Management

Customer Dialogue

Contact Routing

StaffAdministration

BusinessAdministration

New Business Development

Relationship Management

Servicing & SalesProduct

FulfillmentFinancial Control and Accounting

Sector PlanningPortfolio Planning

Account Planning Sales Planning

Fulfillment Planning

Fulfillment Planning

A Business Component is a part of an enterprise that has the potential to operate autonomously, for example, as a separate company, or as part of another company.

Columns are Business Competencies, defined as large business areas with characteristic skills and capabilities, for example, product development or supply chain.

An Operational Level characterizes the scope of decision making. The three levels used in CBM are direct, control and execute.

Direct is about strategy, overall direction and policy

Control is about monitoring, managing exceptions and tactical decision making

Execute is about doing the work

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Global Business Services

© Copyright IBM Corporation 200835

CBM – whole business on one list of paper

Service and Solution

Development

IT Customer Relationship Management

BusinessEnablement

Service & SolutionStrategy

Business Performance

Planning

DemandManagement

CommunicationsPlanning

IT Service andSolution Marketing

BusinessPerformance Mgmt

IT Business Management

Business Resilience

Service and Solution

Deployment

Directing

Controlling

Executing

Information and Knowledge

Management

Service Delivery and Support

Services Delivery Strategy

SupportServices Planning

Infrastructure Operations

Infrastructure Resource

Management

Support ServicesManagement

IT Support Strategy

InfrastructureResource Planning

Operations Planning

Change Planning

Release Planning

Deployment Strategy

ChangeImplementation

ReleaseImplementation

EnterpriseArchitecture

PortfolioManagement

Financial Management

Business Technology

Performance & Value

Human ResourcesManagement

IT Financial Management

Staff Administration& Development

Supplier and Contract

Administration

Business Technology Strategy

TechnologyInnovation

InformationManagement

Strategy

Information Architecture

KnowledgeManagement

Strategy

Data and Content Management

Knowledge CaptureAnd Availability

KnowledgeResource

Management

InformationResource

Management

Business Resilience Strategy

Continuous BusinessOperations

RegulatoryCompliance

Integrated Risk Management

Security, PrivacyAnd Data Protection

Regulatory Compliance Remediation

Business Resilience

Services and Solutions Lifecycle

Planning

Service and Solution Creation

Services and Solutions

Architecture

Service and Solution

Maintenance

DevelopmentStrategy

Regulatory Compliance Strategy

Integrated Risk Strategy

Page 36: Module 4

Global Business Services

© Copyright IBM Corporation 200836

IBM analyzed the business impact of a Service Oriented Architecture, through the use of CBM

NSComponent

Business Model

The ValueChain

Planning Analysis & Refinement

Execution and (S)TP

Monitor and Manage

Bu

sine

ssA

dmin

istr

atio

n

Mar

keti

ng

Ass

et M

gmt &

Pro

du

ctD

evel

opm

ent

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sine

ss

Cu

stom

er

Ser

vice

Co

ntra

ctA

dmin

istr

atio

n

Fin

ance

Bu

sine

ssA

dmin

istr

atio

n

Mar

keti

ng

Ass

et M

gmt &

Pro

du

ctD

evel

opm

ent

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sine

ss

Cu

stom

er

Ser

vice

Co

ntra

ctA

dmin

istr

atio

n

Fin

ance

BusinessActivity Level

Operations P lanning

Service Management

Contract &Policy Setup

Channel Management

Campaign Management

Alliance Management

Product Management

Manufacturing P lanning Distribution

P lanning

Operational Control

Financial Control

Accounting &Finance P lanning

Asset & Liability Management

Funds Management

Trading

General Ledger

Treasury

Claims processingContact

Servic ing

Inforce Processing

Check Processing

Contract Administration

Correspondence

Intelligent RoutingContact Repository

CustomerProfile

Fees & Commissions

End-customer marketing

Campaign Execution

Product Development

Sales Support

End-Consumer Sales

Conservation

Human Resource

Business P lanning

Management Manual

Advisor/ Intermediary AdministrationAdvisor/Intermediary Setup

Wholesales

Product ProfileImplementation

Regulatory Reporting

Training

Council ServicesSystems & Facilities Helpdesk

Business Component “Heat Maps”

t

t

Fin

ance

Fin

ance

Financial Control

Accounting &Finance Planning

Asset & Liability Managemen

Funds Management

Trading

General Ledger

The ValueChain

Planning Analysis & Refinement

Execution and (S)TP

Monitor and Manage

Bu

sin

ess

Ad

min

istr

atio

n

Mar

keti

ng

Ass

et M

gm

t &

Pro

du

ctD

evel

op

men

t

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sin

ess

Cu

sto

mer

S

ervi

ce

Co

ntr

act

Ad

min

istr

atio

n

Bu

sin

ess

Ad

min

istr

atio

n

Mar

keti

ng

Ass

et M

gm

t &

Pro

du

ctD

evel

op

men

t

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sin

ess

Cu

sto

mer

S

ervi

ce

Co

ntr

act

Ad

min

istr

atio

n

BusinessActivity Level

Operations Planning

Service Management

Contract &Policy Setup

Channel Managemen

t

Campaign Managemen

Alliance Management

Product Management

Manufacturing Planning Distribution

Planning

Operational Control

t

Claims processing

Contact Servicing

Inforce Processing

Check Processing

Contract Administratio

n

Correspondence

Intelligent RoutingContact Repository

CustomerProfile

Fees & Commission

s

End- customer marketing

Campaign Execution

Product Developmen

Sales Support

End-Consumer

Sales

Conservation

Human Resource

Business Planning

Management Manual

Advisor/ Intermediary Administratio

nAdvisor/Intermediar

y Setup

Wholesales

Product ProfileImplementatio

n

Regulatory Reporting

Training

Council ServicesSystems & Facilities Helpdesk

Fin

ance

Fin

ance

Financial Control

Accounting &Finance Planning

Asset & Liability Managemen

Funds Management

Trading

General Ledger

The ValueChain

Planning Analysis & Refinement

Execution and (S)TP

Monitor and Manage

Bu

sin

ess

Ad

min

istr

atio

n

Mar

keti

ng

Ass

et M

gm

t &

Pro

du

ctD

evel

op

men

t

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sin

ess

Cu

sto

mer

S

ervi

ce

Co

ntr

act

Ad

min

istr

atio

n

Bu

sin

ess

Ad

min

istr

atio

n

Mar

keti

ng

Ass

et M

gm

t &

Pro

du

ctD

evel

op

men

t

Sal

es &

C

han

nel

Man

agem

ent

New

Bu

sin

ess

Cu

sto

mer

S

ervi

ce

Co

ntr

act

Ad

min

istr

atio

n

BusinessActivity Level

Operations Planning

Service Management

Contract &Policy Setup

Channel Managemen

t

Campaign Managemen

Alliance Management

Product Management

Manufacturing Planning Distribution

Planning

Operational Control

t

Claims processing

Contact Servicing

Inforce Processing

Check Processing

Contract Administratio

n

Correspondence

Intelligent RoutingContact Repository

CustomerProfile

Fees & Commission

s

End- customer marketing

Campaign Execution

Product Developmen

Sales Support

End-Consumer

Sales

Conservation

Human Resource

Business Planning

Management Manual

Advisor/ Intermediary Administratio

nAdvisor/Intermediar

y Setup

Wholesales

Product ProfileImplementatio

n

Regulatory Reporting

Training

Council ServicesSystems & Facilities Helpdesk

Goal: Reduce time-to-market Investigate critical components for

new services (bv. Electronic Ticketing)

Goal: Reduce process elapse time Investigate process bottlenecks Map process bottlenecks on CBM

Goal: Reduce maintenance costs

Map maintenance costs of IT applications and interfaces on CBM

Strategic

Filters

Combining of lenses led to:

Detailed insight

Prioritized ‘hot’ components

Basis for Service Model

Business Administration

Corporate/LOB Strategy & Planning

Organization & Process Policies

Alliance Strategies

Human CapitalManagement

Legal & Regulatory

Business Performance

Intellectual Property

Building/Facilities & Equipment

IT Systems& Operations

Knowledge & Learning

Financial Management

Capital Appropriation

Planning

FinancialPlanning &Forecasting

Risk Management

& Internal Audit

Treasury

TaxManagement

Accounting & General Ledger

CostManagement

Product/Process

Portfolio Strategy &Planning

Research &Development

Design Rules& Policies

ProgramManagement

ConfigurationManagement

DesignValidation

ChangeManagement

Mechanical/ Electrical Design

In-vehicleSystem Design

Process Design

Tool Design& Build

SupplyChain

Supply ChainStrategy & Planning

DemandPlanning

SupplierRelationship

Planning

Supply ChainPerformanceMonitoring

SupplierManagement

LogisticsManagement

InventoryManagement

TransportationManagement

Procurement

Marketing& Sales

CustomerRelationship

Strategy

Sales & PromotionPlanning

BrandManagement

RelationshipMonitoring

Demand Forecast

& Analysis

DealerManagement

CustomerRelationshipManagement

OrderManagement

LeaseManagement

Direct

Control

Execute

Production

ProductionStrategy

ProductionRules & Policies

Master ProductionPlanning

ProductionScheduling

QualityManagement

PlantOperations

MaintenanceManagement

ProductionMonitoring

Service &Aftersales

Post Vehicle Sale

Strategy

WarrantyManagement

QualityManagement

End-of-LifeVehicle

VehicleService

PartsManagement

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Global Business Services

© Copyright IBM Corporation 200837

A Business Component is a logical view of part of an enterprise that includes functions, resources, people, technology necessary to deliver business value

Services Used

Services Offered

Business componentA logical view of a part of an enterpriseHas the potential to operate independently (even as part of

another company)Has discrete boundaries, defined by the business services

that it offers and usesIncludes the resources, people, technology and know-how

necessary to deliver some valueViewed as a ‘black box’ in that the users don’t need to see

or be aware of the business activities that are insideCharacterized by attributes, such as cost, revenue,

importance to the business, etc.

Business servicesare goods or services that a business component offers to

other business components and/or to external parties

Note: A Business Component need not correspond to any existing organizational structure.

“In the CBM view, an enterprise is simply a collection of business components that are networked together”

Component NameMarket Segment

Planning

DescriptionTo analyze markets and derive targets

Component NameMarket Segment

Planning

DescriptionTo analyze markets and derive targets

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© Copyright IBM Corporation 200838

A business process can be represented as collaboration among components. They use each others services.

Improvements efforts are focused at the level of the component —the strategic capabilities that enable them and the relationships between components, rather than the detailed activities inside — in fact, each component is essentially a “black box”

Page 39: Module 4

Global Business Services

© Copyright IBM Corporation 200839

Шаг 2. Построение сервисно-ориентированной модели

Page 40: Module 4

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© Copyright IBM Corporation 200840

SOMA is …

Service-Oriented Modeling and Architecture (SOMA) is a modeling and design method aimed at enabling target business processes through the identification, specification, and realization of business-aligned services that form the Service-Oriented Architecture (SOA) foundation.

The SOMA method provides in-depth guidance on how to move from the business models created through the IBM Component Business Modeling (CBM) or similar business analysis techniques, to the IT models required by an SOA.

SOMA leverages the IBM Global Services method (The Method) execution models, work product descriptions (WPDs) and techniques.

Page 41: Module 4

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© Copyright IBM Corporation 200841

Flexible Business Requires Flexible IT

TransformationBusiness Process Outsourcing

Mergers, Acquisitions, and Divestitures

On Demand Operating Environment

Requires

ComposableProcesses

(IBMComponent

Business Modeling)

Services Oriented Architecture (SOA)

SO

MA

Flexible Business

Flexible IT

ComposableServices

(SOA)

Software Development

Development Infrastructure

Integration

Management

InfrastructureManagement

Page 42: Module 4

Global Business Services

© Copyright IBM Corporation 200842

SOMA Links Business Intent and IT Implementation

<< Input from: Business Componentization /Analysis >>

<<Output to: SOA Implementation >>

SOMA

SOMA gets inputs from business

componentization and analysis

activities, and produces outputs

necessary for SOA implementation.

The analysis and modeling performed

during SOMA is technology and

product agnostic, but establishes a

context for making technology and

product specific decisions in later

phases of the lifecycle.

Page 43: Module 4

Global Business Services

© Copyright IBM Corporation 200843

SOA Modeling Constructs

SOMA was created to specifically address modeling (analysis, identification,

and specification) of all three constructs.

Business Processes (Flows)

ServicesAtomic and Composite

Service Components

<<Object>> <<Object>>

<<Object>>

Page 44: Module 4

Global Business Services

© Copyright IBM Corporation 200844

Business Componentization Provides Essential SOMA Inputs

<< Output to: SOA Implementation >>

InvestmentArchitecture Vision/Planning

Insight

Interpret Business Strategy

Interpret Business Strategy

Business Strategy

Summary

Define Business

Component Model

Define Business

Component Model

Component Business Model

with Components and Services Description

“Heat” Map

STEP 1

IT InfrastructureAssessment

IT InfrastructureAssessment

Application Systems Analysis

Application Systems Analysis

Business ProcessAnalysis

Business ProcessAnalysis

Level 1 As-Is Process State Assessment

Process Gap

Analysis

Level 1 to-be Business Process

Leading Business Practices

(Core) System to Business

Component Overlay

Elements of Current IT

Environment

Systems and Information

Shortfall Assessment

Investment Roadmap

Investment Roadmap

OpportunitiesDefinition

OpportunitiesDefinition

List of Opportunities andRecommendation

s[Rationalization]

Project Prioritization

Criteria

Multi- GenerationalInvestment

Plan

STEP 2 STEP 3 STEP 4 STEP 5 STEP 6

Hygiene Factors

[NFR]

Business Component

Collaborations

As-Is Level 1 ProcessModel

(within BC)

Goals,[ KPI’s

Metrics]Custom er

Relationshupm anagem ent

SystemMonitoring

Database(s)

LegacyApplications

DirectorySystem s

ExternalEnterprise

System

DeliveryChannels

ServiceRepresentative

Users

Custom er

Business Partner

Internal User

Pervasive/W ireless Devices

InternetBrow ser

Intranet Brow ser

Internet orExtranet Brow ser

e-businessServices

Resources

Registration Function

Authentication andAuthorization Function

Enterprise UpdateFunction

Enterprise ReportingFunction

Enterprise InquiryFunction

Messaging & CollaborationFunction

Enterprise Adm inistrationFunction

ARC 101 Architecture OverviewDiagram

ApplicationServer<<component>>

RelationalDBMS<<component>>

SecurityMgr<<component>>

SecurityProcessing<<component>>

AccountProcessing<<component>>

AccountMgr<<component>>

DialogueControl

<<component>>

Service Component

Model

ARC119 Non-Functional

Requirements

<< Input from: Business Componentization / Analysis >>

SOMA

Service Exposure

Service Composition

Service NFRs

Service Messages

Realization Decisions

Se

rvice M

od

el

Service Portfolio

Service Hierarchy

Service Dependencies

State Management Decisions

Note: Although CBM inputs are depicted, SOMA can be used with other business analysis techniques.

Page 45: Module 4

Global Business Services

© Copyright IBM Corporation 200845

SOMA Activities Are Grouped into Three Major Steps

At the heart of SOMA is the identification and specification of services, components, and flows.

Data A

rchitecture and Business Intelligence

Integration (Enterprise S

ervice Bus A

pproach)

RealizationDecisions

Specification of Services, Components, and Flows

Identification of Candidate Services and Flows

<< Input from: Business Componentization/Analysis >>

<< Output to: SOA Implementation >>

consumers

business processesprocess choreography

servicesatomic and composite

service components

operational systems

Service

Co

nsu

me

rS

ervice P

rovid

er

JService Portlet WSRP B2B Other

OOApplication

CustomApplication

PackagedApplication

Composite ServiceAtomic ServiceRegistry

QoS

, Security, M

anagement, and

Monitoring Infrastructure S

ervice

Page 46: Module 4

Global Business Services

© Copyright IBM Corporation 200846

The Service Model Captures Information about Services

Service Hierarchy

Service Exposure

Service Dependencies

Service Composition

Service NFRs

Service Messages

State Management

Service Model

Service Portfolio

Realization Decisions

Identification

Specification

Realization

SOMA StepDescription

Service and Component Realization Decisions

Architectural decisions about service realization, such as buy, build, and subscribe

Service Specification:: State Management Decisions

State management architectural decisions

Service Specification:: Service Message Specification

Messages that are exchanged between service consumer and service provider

Service Specification:: Service Non-Functional Requirements

Non-functional requirements of the service

Service Specification:: Service Composition

Service Specification:: Flow

Choreography of services to form a composite service

Service Specification:: Service Dependencies

Dependencies between services in the model

Service Specification:: Service Litmus Test

Service Specification:: Exposure Decisions

Decisions of why a given candidate service or group of services was exposed

Domain DecompositionGoal-Service ModelingExisting Asset Analysis

Candidate services organized using a business significant categorization scheme to make evaluation more manageable

Domain DecompositionGoal-Service ModelingExisting Asset Analysis

Candidate services discovered during SOMA service identification activities

Page 47: Module 4

Global Business Services

© Copyright IBM Corporation 200847

SOMA 3.1

Identificationof candidate services and

flows, existing assets

Specificationof services to be exposed, flows, and components (for

realization of services)

RealizationCapture realization decisions

(concurrently with first two phases), explore feasibility of

realization scenarios, instantiate SOA Reference

Architecture

ImplementationImplement service

components and services

Deployment Package and provision

Domain Decomposition

SubsystemAnalysis Service

SpecificationMessage & Event

Specification

Component FlowSpecification

Service FlowSpecification

Realization Decisions

Goal-ServiceModeling

Existing AssetAnalysis

Component Specification

InformationSpecification

Solution Template& Pattern

Selection and Instantiation

Detail SOA SolutionReference

Architecture

Technical Feasibility Exploration

Identification

Specification

Realization

Implementation

Deployment (Packaging/Provisioning)

Construction Generation

User AcceptanceTestingUnit Testing Integration Testing

Assembly Integration Build/Assembly

Testing

Governance

GovernanceStartup

Selection of Solution Templates, Method Adoption

Monitoring & Management

Deployment

Close

Arrows signify

incremental iteration

Page 48: Module 4

Global Business Services

© Copyright IBM Corporation 200848

Service Litmus Tests (SLTs) Are Gating Criteria Used to Determine If a Candidate Service Should Be Exposed

Service Service Service

Service Service

Service Service Litmus Tests

Universal (out-of-the-box)

1. Business Alignment

2. Composability

3. Externalized Service Description

4. Redundancy Elimination/Reusability

5. Feasibility of Implementation

6. Business Entity based Services (for Information Services only)

Custom

7. Client/Project Defined SLTs

Apply SLTs (Standard and Custom)

Apply Priority, Weight & Calculate Service Rating

for each litmus test

Make exposure decisions

Determine Exposure Scope

Candidate Services

Exposed ServicesExposure Scope

1. Department/Division

2. Line-of- Business

3. Enterprise

4. Eco-system

Page 49: Module 4

Global Business Services

© Copyright IBM Corporation 200849

Шаг 3. Внедрение сервисно-ориентированной модели

Page 50: Module 4

Global Business Services

© Copyright IBM Corporation 200850

IBM tools to implement different components of SOA

Сервисы развития и оптимизации процессов

Сервисы

разработки

УправлениеИТ

Сервисы инфраструктуры

Сервисы для бизнеса

Пользователи

Бизнес

-окружение

ESB

Сервисы взаимодействияс пользователями

Сервисы управленияпроцессами

Сервисы управленияинформацией

Сервисы взаимодействияс партнёрами

Сервисыбизнес-приложений

Сервисы доступа

Предоставление ИТ-функций иинформации конечным

пользователям

Автоматизация и совместноевыполнение бизнес-процессов

Согласованное управлениеразнотипными данными и

содержанием

Интеграция с внешнимиконтрагентами

Встроенные сервисы дляиспользования в составе

разрабатываемых приложений

Поддержка взаимодействий ссуществующими приложениями

и данными

Управлениеи безопас-

ностьсервисов,

приложенийи ресурсов

Интегриро-ваннаясреда

разработки

Предоставление значимых для бизнеса сервисов

Принятие быстрых решений по развитию и оптимизации на основе оперативных данных одеятельности бизнеса

Управление трафиком, доступностью, утилизацией ресурсов

Единая сервисная шина

Сервисы развития и оптимизации процессов

Сервисы

разработки

УправлениеИТ

Сервисы инфраструктуры

Сервисы для бизнеса

Пользователи

Бизнес

-окружение

ESB

Сервисы взаимодействияс пользователями

Сервисы управленияпроцессами

Сервисы управленияинформацией

Сервисы взаимодействияс партнёрами

Сервисыбизнес-приложений

Сервисы доступа

Предоставление ИТ-функций иинформации конечным

пользователям

Автоматизация и совместноевыполнение бизнес-процессов

Согласованное управлениеразнотипными данными и

содержанием

Интеграция с внешнимиконтрагентами

Встроенные сервисы дляиспользования в составе

разрабатываемых приложений

Поддержка взаимодействий ссуществующими приложениями

и данными

Управлениеи безопас-

ностьсервисов,

приложенийи ресурсов

Интегриро-ваннаясреда

разработки

Предоставление значимых для бизнеса сервисов

Принятие быстрых решений по развитию и оптимизации на основе оперативных данных одеятельности бизнеса

Управление трафиком, доступностью, утилизацией ресурсов

Единая сервисная шина

WebSphere Portal WebSphere Portal

WebSphere ESB WebSphere MQ WebSphereMessage Broker

WebSphere ESB WebSphere MQ WebSphereMessage Broker

WebSphereIntegrated Developer Rational Software Architect

WebSphereIntegrated Developer Rational Software Architect

WebSphereInformation Integrator DB2 Viper

WebSphereInformation Integrator DB2 Viper WebSphere

Process Server

WebSphereProcess Server

WebSphereAdapters

WebSphereAdapters

WebSphereApplication Server CICS

WebSphereApplication Server CICS

WebSphere Partner Gateway

WebSphere Partner Gateway

Tivoli OMEGAMON Tivoli Security Tivoli Storage Mgr.

Tivoli OMEGAMON Tivoli Security Tivoli Storage Mgr.

WebSphere Business Modeler WebSphere Business Monitor

WebSphere Business Modeler WebSphere Business Monitor

zAAP, zIIP, IFL LPAR, Sysplex, zVM IRD, WLM CBU, CoD On/Off

zAAP, zIIP, IFL LPAR, Sysplex, zVM IRD, WLM CBU, CoD On/Off

WebSphereBusiness Service Fabric

WebSphereBusiness Service Fabric

Сервисы развития и оптимизации процессов

Сервисы

разработки

УправлениеИТ

Сервисы инфраструктуры

Сервисы для бизнеса

Пользователи

Бизнес

-окружение

ESB

Сервисы взаимодействияс пользователями

Сервисы управленияпроцессами

Сервисы управленияинформацией

Сервисы взаимодействияс партнёрами

Сервисыбизнес-приложений

Сервисы доступа

Предоставление ИТ-функций иинформации конечным

пользователям

Автоматизация и совместноевыполнение бизнес-процессов

Согласованное управлениеразнотипными данными и

содержанием

Интеграция с внешнимиконтрагентами

Встроенные сервисы дляиспользования в составе

разрабатываемых приложений

Поддержка взаимодействий ссуществующими приложениями

и данными

Управлениеи безопас-

ностьсервисов,

приложенийи ресурсов

Интегриро-ваннаясреда

разработки

Предоставление значимых для бизнеса сервисов

Принятие быстрых решений по развитию и оптимизации на основе оперативных данных одеятельности бизнеса

Управление трафиком, доступностью, утилизацией ресурсов

Единая сервисная шина

Сервисы развития и оптимизации процессов

Сервисы

разработки

УправлениеИТ

Сервисы инфраструктуры

Сервисы для бизнеса

Пользователи

Бизнес

-окружение

ESB

Сервисы взаимодействияс пользователями

Сервисы управленияпроцессами

Сервисы управленияинформацией

Сервисы взаимодействияс партнёрами

Сервисыбизнес-приложений

Сервисы доступа

Предоставление ИТ-функций иинформации конечным

пользователям

Автоматизация и совместноевыполнение бизнес-процессов

Согласованное управлениеразнотипными данными и

содержанием

Интеграция с внешнимиконтрагентами

Встроенные сервисы дляиспользования в составе

разрабатываемых приложений

Поддержка взаимодействий ссуществующими приложениями

и данными

Управлениеи безопас-

ностьсервисов,

приложенийи ресурсов

Интегриро-ваннаясреда

разработки

Предоставление значимых для бизнеса сервисов

Принятие быстрых решений по развитию и оптимизации на основе оперативных данных одеятельности бизнеса

Управление трафиком, доступностью, утилизацией ресурсов

Единая сервисная шина

WebSphere Portal WebSphere Portal

WebSphere ESB WebSphere MQ WebSphereMessage Broker

WebSphere ESB WebSphere MQ WebSphereMessage Broker

WebSphereIntegrated Developer Rational Software Architect

WebSphereIntegrated Developer Rational Software Architect

WebSphereInformation Integrator DB2 Viper

WebSphereInformation Integrator DB2 Viper WebSphere

Process Server

WebSphereProcess Server

WebSphereAdapters

WebSphereAdapters

WebSphereApplication Server CICS

WebSphereApplication Server CICS

WebSphere Partner Gateway

WebSphere Partner Gateway

Tivoli OMEGAMON Tivoli Security Tivoli Storage Mgr.

Tivoli OMEGAMON Tivoli Security Tivoli Storage Mgr.

WebSphere Business Modeler WebSphere Business Monitor

WebSphere Business Modeler WebSphere Business Monitor

zAAP, zIIP, IFL LPAR, Sysplex, zVM IRD, WLM CBU, CoD On/Off

zAAP, zIIP, IFL LPAR, Sysplex, zVM IRD, WLM CBU, CoD On/Off

WebSphereBusiness Service Fabric

WebSphereBusiness Service Fabric

Page 51: Module 4

Global Business Services

© Copyright IBM Corporation 200851

Управление сервисно-ориентированной архитектурой

Page 52: Module 4

Global Business Services

© Copyright IBM Corporation 200852

How to handle the impact of change? – Governance

Funding

Service Domains

Categorization of Services

Roles and responsibilities

Ser

vice

s O

wne

rshi

p an

d

Dom

ains

Service Oriented Development Lifecycle

Operational Lifecycle

Managem

ent

Service management

SLA

Capacity and Performance

Security

Monitoring

Identification and Maturity of Services

Service Assembly and Deployment

Change Management

Governance

Page 53: Module 4

Global Business Services

© Copyright IBM Corporation 200853

Governance Is Key to Success in SOA

Define the Governance Approach Define and modify governance processes Design policies and enforcement mechanisms Identify success factors and metrics Identify owners and funding model Charter and refine SOA Center of Excellence Design governance IT infrastructure

Monitor and Manage the Governance Processes Monitor compliance with policies Monitor compliance with governance

arrangements Monitor IT effectiveness metrics

Enable the Governance Model Incrementally Deploy governance mechanisms Deploy governance IT infrastructure Educate and deploy on expected

behaviors and practices Deploy policies

Plan the Governance Need Document and validate business strategy

for SOA and IT Assess current IT and SOA capabilities Define and refine SOA vision and strategy Review current governance

capabilities and arrangements Lay out governance plan

Page 54: Module 4

Global Business Services

© Copyright IBM Corporation 200854

Трансформация на сервисно-ориентированную платформу

Page 55: Module 4

Global Business Services

© Copyright IBM Corporation 200855

SOA Transformation Process

SingleWeb Services

SmallCollections

Distributed

Federated

1-3 Services

5-10 Services

10-50 Services

50+ Services

Beginning

After a few projects

Considerable transformation

Desired state

Experimental

First Deployments

Watershed Years

Maturing Systems

What is it? Does it work (PoC)? Interoperability tests

Reuse Standards adoption ROI more apparent

Refinement of processes ROI increases

SOA Ecosystem Dynamic Services

Management Issues

Basic security Basic monitoring

SLM Error handling ESB, security

Discovery Lifecycle management & versioning Service orchestration

Cooperative management Information sharing

Wh

at’s

Go

ing

On

Arc

hit

ectu

re

Page 56: Module 4

Global Business Services

© Copyright IBM Corporation 200856

IBM Has a Series of SOA Offerings

Offering Name Focus

SOA StrategySOA StrategyHelps C-level executives lay out a business blueprint, complete with SOA

strategy, architecture, and governance roadmap to guide transformation to a service-oriented organization using component-based business models

Helps C-level executives lay out a business blueprint, complete with SOA strategy, architecture, and governance roadmap to guide transformation to a

service-oriented organization using component-based business models

SOA DiagnosticSOA DiagnosticHelps an organization assess its current state in service orientation,

integration, and business process management to evaluate how it is doing and make recommendations for corrective action, if warranted

Helps an organization assess its current state in service orientation, integration, and business process management to evaluate how it is doing

and make recommendations for corrective action, if warranted

SOA Implementation Planning

SOA Implementation Planning

Helps a line of business develop a robust implementation plan that includes a high-level solution architecture review and the definition of scope in terms

of process, service, and governance to successfully realize an SOA solution

Helps a line of business develop a robust implementation plan that includes a high-level solution architecture review and the definition of scope in terms

of process, service, and governance to successfully realize an SOA solution

Business Process Management (BPM)

Enabled by SOA

Business Process Management (BPM)

Enabled by SOA

Helps businesses plan, design, model, simulate, measure, and optimize core processes across the organization to achieve maximum operational

effectiveness in an SOA environment

Helps businesses plan, design, model, simulate, measure, and optimize core processes across the organization to achieve maximum operational

effectiveness in an SOA environment

SOA Design, Development, and

Integration Services

SOA Design, Development, and

Integration Services

Helps an organization design, build, and integrate the targeted SOA application and infrastructure

Helps an organization design, build, and integrate the targeted SOA application and infrastructure

SOA Management Services

SOA Management Services

Helps an organization establish the management framework and supporting infrastructure to sustain the SOA environment, helping to

ensure ongoing value and benefits realization

Helps an organization establish the management framework and supporting infrastructure to sustain the SOA environment, helping to

ensure ongoing value and benefits realization

Page 57: Module 4

Global Business Services

© Copyright IBM Corporation 200857

Real Life Scenarios

Flawed pilot

The IT department wants to run a pilot or demonstrator project but there is no compelling business problem that needs to be solved so the business is not all that interested.

Badge engineering

Your project involves integrating with an application that has a Web Services API, and somewhere along the way the whole project got badged as SOA.

Sum of the parts

The client's policies and standards specify SOA technologies. Your project is tasked to deliver a specific new point-to-point interface and there is pressure to "keep it simple."

SOA by stealth

Your client Technical Design Authority wants you to implement to an SOA architecture but the business is not engaged and the extra infrastructure costs are threatening the business case.

IBM versus non-IBM

The client "gets" SOA and has run a successful pilot with its existing technology stack, including several key non-IBM components, but our account team wants to bid an all IBM stack for this project.

Page 58: Module 4

Global Business Services

© Copyright IBM Corporation 200858

When NOT to use SOA ...

Within a homogeneous IT environment When true real-time performance is critical To provide flexibility where none is needed When tight-coupling is a bonus If the organization is not ready for it

Adapted from "When Not to Use an SOA", Jason Bloomberg http://www.zapthink.com/report.html?id=ZAPFLASH-02162004