Welcome and Introduction

Business Model Driven Development with SOA Standards

Dr. Donald FergusonMicrosoft Technical Fellow, Office of the CTOMicrosoft Corporation

([email protected], http://donald-ferguson.net/blog/)

mailto:[email protected]

http://donald-ferguson.net/blog/



2007-Nov-09 2 © 2007 Donald F. Ferguson

Contents

Major Technology Trends Impact on business and IT

Impact on Modeling

Modeling Overview

Why model? Do companies model?

Service Oriented Architecture Standards Overview

Role in modeling

Various Standards

Composite applications Overview of the styles, uses and benefits

Modeling and composite applications

Summary and directions.


Megatrends

Performance of hardware

Wireless, portable, Tablet PC, phone

Service-oriented architecture

Digitizationof the economy

Software breakthroughs

Digital workstyle,lifestyle


Megatrends

Performance of hardware

Wireless, portable, Tablet PC, phone

Service-oriented architecture

Digitizationof the economy

Software breakthroughs

Digital workstyle,lifestyle

Enables

SW Advances

End-to-End

Services

Bus

Just-in-Time

and Situational

Solutions

Enables

MDD, Rules

and

End User Prog.

2007-Nov-09 5 © 2007 Donald F. Ferguson5

E01-EDI

Data Warehouse

(Interfaces to and from theData Warehouse are not

displayed on this diagram)

G02 - General

Ledger

A05 - AP

S01 - Sales

Corrections

I01 PO

Receiving

I03 Return to

Vendor

I06 Warehouse

Management

MainframePC/NT apps Unix apps

3rd Party Interface

S06 - Credit App

P15 EES Employee

Change Notice

OTHER APPS - PC

AP - Collections/Credit

TM - Credit Card DB

ACCTS REC APPS - PC

990COR

Bad Debt

Beneficial Fees

Beneficial Reconcile

JEAXF

JEBFA

JEBKA

JEDVA

JESOA

JEVSA

JEVSF

NSF

TeleCredit Fees

INVENTORY CONTROL APPS - PC

Code Alarm

Debit Receivings

Devo Sales

Display Inventory

In Home

Junkouts

Merchandise Withdrawal

Promo Credits

RTV Accrual

Shrink

AP Research - Inv Cntrl

AP Research-Addl Rpts

Book to Perpetual Inventory

Close Out Reporting

Computer Intelligence Data

Count Corrections

Cross Ref for VCB Dnlds

Damage Write Off

Debit Receivings

DFI Vendor Database

Display Inventory Reconcile

Display Inventory Reporting

INVENTORY CONTROL APPS - PC

DPI/CPI

IC Batching

Inventory Adj/Count Correct

Inventory Control Reports

Inventory Levels

Inventory Roll

Merchandise Withdrawal

Open Receivings

PI Count Results

PI Time Results from Inv

Price Protection

Sales Flash Reporting

Shrink Reporting

SKU Gross Margin

SKU Shrink Level Detail

USM

VCB Downloads

Journal Entry Tool Kit

Scorecard - HR

L02-Resource

Scheduling

(Campbell)

P09 - P17

Cyborg

M02 - Millennium

M03 - Millennium 3.0

Banks - ACH and Pos to

Pay

Cobra

B01 - Stock

Status

S03-Polling

P14 On-line New

Hire Entry

CTS

Plan Administrators

(401K, PCS, Life,

Unicare, Solomon

Smith Barney)

D01 Post Load

Billing

I04 Home

Deliveries

I02 -

Transfers

Arthur Planning

I07 Purchase

Order

I12 Entertainment

Software

I05

Inventory Info

E13

E3 Interface

S04 - Sales Posting

V01-Price Management

System

I10 Cycle Physical

Inventory

I55 SKU

Information

K02

Customer Repair

TrackingI35 Early Warning

System

B02 Merchandise

Analysis

I13- Auto

Replenishment

U18 - CTO

Intercept

I09 Cycle Counts

E02-Employee

Purchase

Texlon 3.5

ACH

Stock Options

I17 Customer Perceived

In-Stock

U16-Texlon

SiteSeer

C02 - Capital

Projects

F06 - Fixed

Assets

US Bank ReconFile

Star Repair

EDI

Coordinator

Mesa Data

NEW Soundscan

NPD Group

AIG Warranty Guard

Resumix

Optika

Store Budget

Reporting

P16 - Tally Sheet

Cash Receipts/Credit

S05 - House

Charges

Ad Expense

L01-Promo

Analysis

V02-Price

Marketing

Support

BMP - Bus

performance Mngt

Store

Scorecard

I11 Price

Testing

Valley Media

P09

Bonus/HR

I15 Hand Scan

Apps

Roadshow

POS

S08 - Vertex

Sales

Tax

A04 - Cust

Refund Chks

Equifax

ICMS Credit

Cellular

Rollover

S09 - Digital

Satellite

System

NPD,

SoundScan

Sterling VAN

Mailbox (Value)

I18

SKU Rep

X92-X96

Host to AS400

Communication

S02 -

Layaways

Washington,

RGIS,

Ntl Bus Systems

V04-Sign

System

I14 Count CorrectionsNARM

P01-

Employee

Masterfile

I06 - Customer

Order

Frick

Co

UAR - Universal Account

Reconciliation

Depository

Banks

S07 - Cell

Phones

S11 - ISP

Tracking

AAS

Fringe PO

Cash Over/

Short

L60 MDF

CoopSKU Selection

Tool

SKU

Performance

Supplier

Compliance

1

I35 - CEI

ASIS

Misc Accounting/Finance Apps - PC/NTCOBA (Corp office Budget Assistant)

PCBS(Profit Center Budget System)

Merchandising Budget

AIMS

Merch Mngr Approval

Batch Forcasting

Ad Measurement

AIMS Admin

AIMS

ReportingAd

Launcher

V03- Mkt

Reactions

Spec

Source

CTO2.Bestbuy.

com

Rebate

Transfer

Sign

System

CopyWriter's

Workspace

ELT

PowerSuite

Store

Monitor

AIS Calendar

Stores & Mrkts

Due Dates

Smart Plus

Insertions

Orders

Budget

Analysis Tool

Print Costing

Invoice App

AIS Reports

Broadcast

Filter

Smart Plus

Launcher

General

Maintenance

Printer PO

Printer

Maintenance

Vendor

Maintenance

Vendor Setup

Connect 3

Connect 3

ReportsConnect 3

PDF Transfe

Spec Source

SKU Tracking

S20-Sales

Polling

Prodigy

PSP

In-Home

Repair

Warranty

Billing

System

Process Servers

(Imaging)

Prepared by Michelle Mills

Complexity – An Example

• Reverse engineer

• Explain

• Define change

• Start from “to be” model

• Reverse engineer

• Impact analysis

• Define change


Modeling Overview

Model Execute

Compose,

Assemble,

Develop

Monitor

IT Development

Professionals

Business

Professionals

Data Center

Professionals

Business

Professionals

Data Center

Professionals

Higher

Fidelity

than PPT

and DOC

Complete

Application

Definition

and Links

View at the

IT Delivery and

Solution Level

Higher Fidelity

than Excel,

Reports, etc.


Do Companies Model?

“I do not want to do modeling!” “It never worked for me!”

“it is to tedious, slow, … We need to be agile!”

Ask yourself “Do you have meetings?”

“Do you have whiteboard?”

“Do you have markers?”

“Do you use them?”

You model

Extra-credit: “Have you ever taken a picture of the board?”

Think of the simplest modeling as Clear, unambiguous clipart for PowerPoint

Predefined tags and tables for Word

The minimal benefits are: Clear communication, especially for people not in the room.

Traceability: “What did you build or change based on this shape?”


Modeling: What Does This Mean?

A calls B

A transfers control to activity B

A sends a lot of data to B

A send events/messages to B

Fields in “tile A” are connected to fields intile B.

… …

A B


Standards

Modeling Standards

Implementation Stds

SOA Standards

Business Arch StdsGap

Some Proprietary

BPMN

UML

… …

XML

WSDL

WS-Policy

… …

J2EE

SQL

XSL(T)

BPEL

Enable with lower

impedance

Simplify by guiding

through best practices


SOA Standards

Encapsulated

Impl.

What the service does

• CreatePO

• AddLineItem

• .. ..

Policy

Requirements for using

• Must encrypt messages

• Support long running transactions

• … …

Abstract Process

• Valid interactions

• Order

• Messages

• etc

Documented Depencies

• Services

• No private interactions

• Data

Discovery


SOA and Web Service Standards

Business Abstraction SOA Abstraction

• Document

• Form

• XML

• WS-* Message

•Requirements •Policy

•Security

•Reliable Messaging

•Process •BPEL4WS

•WS-Coordination

WS-BusinessAgreement

•Business artifacts (customer, account) •XML, XQuery

•“Yellow Pages” •Metadata Exchange

•WS-Discovery

•Workspaces •WS-RemotePortlet

•Portal standards

•Monitoring •WS-Management, WSDM

•Business Events •WS-Eventing

This is overwhelming• Profiles pre-integrate into coherent groups

• Vendors deliver templates and patterns

• Industry Standards emerge to define, evolving

• From standards messages to

• Services, Policies, Processes


SOA for Everyone –A tale.I want to automate the

animal shelter site.

What kind of EJB do you

want to build? How about an ADO?

Umm, I do not want to

build and EJB. See, there’s

this Web site.

Clearly, you did not

under stand the question. Your choices

are Stateless Session Bean, Entity Bean …

You’re not a nice man.

Can I got to boarding school, join the Marines?

2007-Nov-09 13 © 2007 Donald F. Ferguson13

Service Components

Business

Process

Business

State

Machine

Business

Rule

Human

Task

Interface

MapSelector C+

SQL

XQuery

Implementation “Kinds” for Services

• More natural target of modeling constructs

• Examples

• Business Process for BPMN

• Business State Machine for UML

• XML Document Library

• Excel document database

• More intuitive tools and lower impedance


Four Styles of Composite SOA Application

ReceiveFilter

Transform

Transform

Cancel

New

Hotel

Reservation

Success

Inform

Car

Service

New

Hotel

Reservation

Success

Feed

Composite

Workspace

Business

Process

Info.

Integration

EDA


Historically Specialized Standards Visual

Visual Basic, MFC, MVC

Portlets

Data SQL

No standards for information integration or MDM

Enterprise Application Integration/EDA JMS

MQ Series (de facto)

Business Process Modeling/Management Many

Identity and User Access LDAP

Various standards for

Systems Management SNMP

CMIP


Specialized Tools


A Trend

Evolving from

product and

technology specific

protocols and adaptors

to a single,

Web service (native) model

Invoke Extract Approve Notify

Unified (more unified) composite application model.


Beginning to See Simpler, Integrated Model Systems and Application Manager

WS-Management

WSDM

CIM

Workspaces

WS-RemotePortlet

AJAX, XHTML, Xforms

XML Document Formats

EDA

WS-Eventing

WS-Notification

XML, XSL(T)

Business Process – BPEL4WS

Information Integration – Emerging

Identity, Access and Security

WS-Security

WS-Federation


Identity

Services

Connec-

tivityWorkflow

Other identity

providers

Web UI

Workflow uses the

Connectivity

Services

Communication with

other enterprises

through the

Connectivity Service

One Element: BizTalk Services

Attached

building block

services


Identity

Services

Connec-

tivityWorkflow

Other identity

providers

Web UI

Workflow uses the

Connectivity

Services

Communication with

other enterprises

through the

Connectivity Service

BizTalk Services

Attached

building block

services

Motivation:

• Reduce complexity and

time to deliver multi-org POC

• Simplify multi-org security

• Discover and use “cool network services”

• “Try and buy” software vendor apps

• … …

labs.biztalk.net


Summary and Conclusions

SOA Is a style that codifies best practices

Provides a lower impedance “catcher” for higher level model constructs like “document” and “process.”

Facilitates end-to-end modeling and traceability, and the promise of a single, layered, metamodel for business modeling and application modeling.

Web Services -- A set of standards that supports Runtime interoperability of solution developed through different

modeling tools and methods, and different organizations.

Enables business-to-business, business processing outsouringand multi-organization solutions.

Less fragile in the face of change (see http://donald-ferguson.net/blog

Set of technology trends that will drive need for SOA and modeling, and also enable SOA and modeling.

http://donald-ferguson.net/blog



Welcome and Introduction

Documents

modeling modeling overview

benefits modeling

performance of service

companies model

soa standards

sku gross margin

cto microsoft

bus wireless