Case of Fusion Middleware - OUGF 2014 Harmony

Lucas Jellema

OUGF Harmony 2014 – 4-5 June 2014 – Finland

A case of Fusion Middleware - when, why, how and what

The Presenter:Lucas Jellema

• Lives in The Netherlands (close to Amsterdam)• Started doing Oracle in 1994 with Oracle Consulting

(Oracle Designer, Forms, Database)• Joined AMIS in 2002 – now working as CTO, Consultant (Architect,

Technical Lead, Programmer) and Trainer• Oracle ACE (2005) & ACE Director (2006)• Author of ‘Oracle SOA Suite 11g Handbook’

(Oracle Press, 2010) (and working on 12c edition)

• Presenter at Oracle OpenWorld, JavaOne and many Oracle and Java User Group Conferences

• Frequent blogger at http://technology.amis.nl• Active with SQL & PL/SQL, Java EE & ADF, SOA, BPM & more

Fusion Middleware

Overview

• Introducing NOPERU

• Business Objectives

• IT goals

• Architecture

• Technology selection

• IT organization 2.0

• Project roadmap

• Learning experience and conclusions

Emissions and Resource Usage

Introducing NOPERU

• National Organization for Permits for Emission and Resource

• Commercial enterprise, government agency or a private person

requires permit for non-trivial activities (‘fair use’)

• Permit application processing takes from three weeks up to two

years, including appeals

• The process can end with:

– A permit, free of charge

– A permit provided some form of fee or tax is paid

– Rejection

• During the process, NOPERU may require an applicant to

provide additional information

Introducing NOPERU

• NOPERU has five regional branches with three departments each: commercial, governmental, citizens

• Interactions with NOPERU are on paper or through fax and telephone; responses are only given during office hours

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

commercial

citizen

government

Introducing NOPERU

• NOPERU has decentralized computer facilities: local application &

database instances with on-site staff

• NOPERU’s applications were developed in the early 90s and have

undergone several upgrades

– Some are Oracle Forms, all run on Oracle Database (11g)

• Each sector has a very similar system for the permit application process

– they all stem from the same base application

– then after cloning they were independently developed

• The applications are unattractive and have a steep learning curve

– They provide a window on data – not a wizard style, task driven UI

Business ObjectivesGo Forward 2010-2018

• Faster processing of permit requests• 24/7 availability (the shop is always open for customers)• Multi-channel (web portal, mobile, …)• Ban on paper – everything digital • Self-service (type in yourself, verify yourself, lookup yourself, …)• Flexible change process with short time to market• Cost reduction• Improve Data Quality• Shorter learning curve for new employees

– be able to use temp workers to handle peaks and meet at least the legal deadlines

• Automate as much of the permit application process as possible

The Road Ahead

Paperless

Self-service

Multi Channel

Process Driven

Data Quality

Cost Reduction

IT Objectives

• Work under ‘enterprise architecture’: structured, planned, controlled• Consolidation

– Data– Applications– Infrastructure

• Leverage industry standards and open technology components– Use standard applications (COTS) whenever possible (buy before build)– Never build generic, non-business specific components

• Work with a small number of strategic vendors (that take responsibility)• Setup Master Data and Information Lifecycle Management

– Data integrity– Archival procedures

Architecture

• Enterprise Architecture and High-level Information Architecture design• Mid-term architecture roadmap• Reference Architecture

– Patterns, decisions, guidelines,

• Domains: – Documents, – Finance, – Permits & Applications, – CRM, – Expertise (Legal, Scientific,…)

CRM Finance

Expertise Documents

Permits & Applications

Decentralized Silos to central, consolidated Layers

Layered Architecture

Business

Interface

Focused Layered Architecture

Business

Interface• Modern• Volatile• Customized• Variety• Visible

• Reuse• Consolidation• Slowly

evolving• Long lasting

Business

Service Oriented Architecture

Interface

CRM Expertise Docs Finance P&A

Business

Interface

elementary service

Business

Interface

elementary service

Business

Interface

business process

presentation service

composite service

elementary service

Utility service

Business

Interface

business process

composite service

elementary service

Utility service

Decision Svc

Business

Process Oriented Architecture

Interface

business process

composite service

elementary service

Utility service

Decision Svc

Process Orientation

• Efficiency – automation instead of manual• Optimization – simulation, modeling, improvement• Speed – immediate action instead of asynchronous humans• Quality – (tested) automation instead of human error prone (over typing)• Quality – deadline monitoring and timed triggers• Flexibility – re-configuration at run-time• Management Information –

live operational insight in status and progress of process instances– Also: Audit trail, Trend analysis

• Learning curve – quickly introducing new staff in guided process

BPMN – Business Processing Modeling Notation

• BPMN – industry wide standard for modeling business processes– Supported by platforms for modeling, simulation & analysis and runtime

execution & monitoring

• Common elements in BPMN– flows (decision, loop,

parallel, exception)– human actions

(by various parties) – automated activities

(service calls) – internal & external coordination

signals and events

Adaptive Case Management

Case Workers

Investigate

Collaborate

Identify & Leverage Experts Record Communications

& Other Events

Request More Information

ResolveCommunicate

Documents External Data

Case Data

Case Manager

Alerts

Monitor & Optimize

Approve & Audit

External Participants

Report

Seek Updates

Provide Requested Information

Demand Recourse

Business

Central Event Facility

Events for decoupled interaction

Interface

business process

composite service

elementary service

Utility service

Decision Svc

Content Repository

EmailEmail

Service Bus

DWHDWH LDAPLDAP

Bulk Data Integration

BPM/ACM & Workflow

Internal UI ApplicationsInternal UI

Applications

PortalPortalWeb

ApplicationsWeb

Applications

BAMBAM

External Web

Services

Integration

Process orchestration

Citizens, Companies, Government, Agencies

Internal StaffB2B

MobileMobile

User InterfaceApplication Interface

Web Sites & Content

Business RuleService

Orchestration

Technology Adapters

Content & Document

management

CRMCRMKnowledgeKnowledge P&AP&A Finance

Required components

Event Handler

Vendor & Technology SelectionVendor Requirements

• Vendor and Technology/Product are a package deal: you select one and the other

• Small number of strategic, committed vendors– Ideally taking responsibility for results

• Proven technology with verifiable references• Products that are strategic to the vendor• Vendors with enough substance• Products that are open and support industry standards

– And run on common platform

• Products with substantial community support– Partners, specialists, books and educational resources, active forums, social media

activity, user groups and conferences

Vendor & Technology SelectionProcess

• Phase 1– RFI– Market Analysis– Peer investigation

• Screening => Short List• Phase 2

– Proposal and plan – what, how, (creative) conditions– Presentation of Customer References and Product strategy & roadmap– (Reference Visit)

• Selection• Negotations => Deal or No Deal

NOPERU’s mapping of components to vendor portfolio

Content Repository

EmailEmail

Service Bus:Oracle Service

DWHDWH LDAPLDAP

BPM/ACM & Workflow:SOA Suite & BPM Suite

Internal UI Applications:ADF & Forms

PortalPortalWeb AppsASP.NET

Web AppsASP.NET

BAM:Oracle BAM

External Web

Services

Integration

Process orchestration

Mobile?

User InterfaceApplication Interface

Web SitesMS Sharepoint

Business Rule:SOA Suite

Service Orchestration:SOA Suite (BPEL)

Technology Adapters:SOA Suite

Content & Document management:

WebCenter Content

CRMCRMKnowledgeKnowledge P&AP&A Finance

Bulk Data Integration:

ODI Event Handler:SOA Suite EDN

Open ends

• Portal and Mobile technology selection are kept separate– The decoupled architecture allows for this distinction

• Identity Management & Security is also deferred– The OPSS (Oracle Platform Security Services in WebLogic Server) make this a

viable option too– Special challenge: external users (citizens, companies)

IT-Organization 2.0

• Agile Software Development– Frequent delivery– Continuous feedback to and prioritizing by business owner– Each team has analysts/designers, developers, testers

Scrum board

• CurrentSprint backlog– derived

from ProductBacklog

Team organization: Focused on technology – specialize on skill

Business

Interface

business process

composite service

elementary service

Utility service

business process

34Team organization: per domain/feature slide and one team across domains

Business

Interface

business process

presentation service presentation

service

composite service

elementary service

Utility service

business process

35Team organization: per project – across domains and skills

Business

Interface

business process

presentation service presentation

service

composite service

elementary service

Utility service

business process

IT-Organization 2.0

• Training & Coaching program– Bring in experienced consultants to do and show how to do (enabling is key) – And to apply best practices and to avoid pitfalls– Set up Competence Centers (virtual expertise guilds)

• The Platform is crucial– Database and Middleware (Application Server, Enterprise Service Bus, Process

Engine, …)

• “Quick time to market” requires break-down of walls between Development, Administration and Maintenance

• => DevOps

The “Platform”

Hardware

Application Server

Database

Application

WebLogic & platform-components

WebLogic Server

SOA Suite & BPM FormServerWC Portlets

OBI EEOSB

SOA Composite

WS*, Java/JEE & ADF apps

Forms App

WC Content

OSB Service

AdaptersJava EE services++

Cache, Messaging, Timers, Work Managers, …

BPM Process

Enterprise Manager 12c

Activities and areas

Prepare Execute (run-time)

design build test monitor modify• urgent• planned

Application(functional)

Platform(non functional)

Infrastructure

• operational• analysis

Hardware

Application Server

Database

Application

Activities and areasPrepare Execute (run-time)

Infrastructure

BPM & SOA Suite/Service Bus, BAM WebCenter Content (pka UCM) WebLogic Java EE Application Server Database

Operating System (Virtual Machines) Network, Storage, Hardware

UI: ADF, HTML/JS, Java, BAM Process: BPM(N) Services: OSB & SOA Suite; BI Publisher Database: SQL & PL/SQL QA,

Gover-nance, ALM,

provisioning

Oracle Enterprise Manager- RUEI- -BTM

- FMW Console- - WLS Console

- Grid Control

FMW Composers(dt @ rt)

- Page Composer- Process Composer

- SOA Composer- OSB Console

- WC Content Editor- Application Facilities

DevOps – to bring togetherPrepare Execute (run-time)

Infrastructure

BPM & SOA Suite/Service Bus, BAM WebCenter Content (pka UCM) WebLogic Java EE Application Server Database

Operating System (Virtual Machines) Network, Storage, Hardware

UI: ADF, HTML/JS, Java, BAM Process: BPM(N) Services: OSB & SOA Suite; BI Publisher Database: SQL & PL/SQL

QA, Gover-nance, ALM

Oracle Enterprise Manager- RUEI- BTM

- FMW Console- - WLS Console

- Grid Control

FMW Composers(dt @ rt)

- Page Composer- Process Composer

- SOA Composer- OSB Console

- WC Content Editor- Application Facilities

DevOps

Automate software engineering

• Code quality control• Testing:

– Web Services: SoapUI (functional) , LoadUI (load & stress) – Java and ADF Business Components: jUnit (function & load) – Web applications: JMeter (functional and primarily load); Selenium (functional) ;

Oracle Application Testing Suite (under evaluation for both functional and load testing)

– Database: SoapUI, QCTO, DB Unit, SQL Developer

• Build: Ant, Maven• Deploy: Hudson, investigating Bamboo• Incident Management and Scrum backlog management: Jira• Source Control: Subversion (Git?)• Collaboration & Knowledge Sharing: MediaWiki, Sharepoint, MS Lync (IM)• [Environment] Provisioning: Puppet

Project Roadmap

• B2B Corporate Sector – automated exchange; central db and replication with regional instances

• Digital Documents (central content server, internal application used from regional offices)

• UI for internal staff – sector Citizens – ADF, CRUD style (central DB)• Forms 11g upgrade (from Forms 4.5 Client Server); regional instances• Portal for Corporate clients• Mobile app for internal managers (developed by outsourcing party)

Future:• Standard Application for CRM

– Expose through services

• BPM/ACM for process approach (operational insight through dashboard, process improvement, integrated document flow)

• Use of Cloud facilities?

Learning experience & conclusions

• Consolidation has made a huge difference– Far less administrative effort, much faster upgrades/rollouts, easier ‘cross the

board’ reporting

– Central infrastructure becomes a crucial element whose failure impacts thousands of users => special attention is required

• The transition [to: agile, de-siloed, SOA, centralized, 24/7, …] is scary and overwhelming

– Guidance, reassurance, explanations, and almost spiritual support are absolutely necessary to motivate and enable staff in almost every role

• Communication is essential for the success of the kind of rapid evolution NOPERU is going through

• Database is [still] hugely important (for performance, integrity, development)– With the emphasis on new and shiny, this is sometimes overlooked

Learning experience & conclusions

• Scrum has made a huge difference– Flexibility, team commitment, real time insight, business link

– Management is still struggling to really, truly let go of waterfall approach with its apparent guarantees (Holy Grail: the company backlog)

• SOA requires up-front investments– Reuse can only happen when there are reusable assets

– Bookkeeping & Project Accounting enters a new realm as well

• Governance of reusable assets should quickly be established across the teams

• Layered Architecture and Encapsulation ensures that teams can work in parallel, legacy can be wrapped and reused and local optimizations can continually be applied– Chunks of Work can be outsourced fairly easily (in theory, from a technical

perspective)

Business

The glue between teams and components: common data model

Interface

business process

Common Languagefor Interfaces, Messages and Events

composite service

elementary service

Utility service

Summary

• Many organization share similar objectives, predicaments and solutions• Common requirements:

– Multi-channel, flexible, 24/7, cost efficiency, lower risk, paperless– Consolidation, standardization, under architecture, decoupling

• Layered, decoupled architecture – upside down piramid• Common Technology: (for example from Oracle)

– Enterprise Service Bus, BPMN process engine, Digital Content Management, Enterprise Database

– Tools to quickly create modern UIs for various channels on SOA• Organizational changes:

– Agile software development approach – close cooperation between business and IT => “embrace change”

• Roadmap: frequent, small steps with business value• Try to benefit from existing experience

– vendors, consultants, partners

OTN Article: http://bit.ly/1p60gcE

• Blog : technology.amis.nl– On Oracle, SQL, Java, SOA, BPM & more

• Email : lucas.jellema@amis.nl

• : lucasjellema

• : www.amis.nl, info@amis.nl +31 306016000 Edisonbaan 15,

Nieuwegein

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