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Addressing Systemic Complexity with SOA and Cloud SOA & Cloud Tony Shan SOA Architect Blue Mountain Labs [email protected] July 15, 2011

Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

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Page 1: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Addressing Systemic Complexity with SOA and Cloud

SOA & Cloud

Tony Shan

SOA Architect

Blue Mountain Labs

[email protected]

July 15, 2011

Page 2: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Contents at a Glance

• Introduction

• What is SOA

• What is Cloud

• Why Combination

• Barriers to Successful SOA

• Barriers to Successful Cloud

• Reality Check

• State of Art of Complexity Management

• Need Pragmatic Method

• Increasing Disparate Representations

• Increasing Dynamics

• Increasing Fragmented Activities on Specifications

• Increasing Components

• Best Practices

• Wrap-up

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 2

Page 3: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Introduction

Addressing Systemic Complexity 3© 2011 Tony Shan. Proprietary and Confidential.

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Concept of SOA

The Open Group

• Service-Oriented Architecture (SOA) is an architectural stylethat supports service orientation, which is a way of thinking in terms of services and service-based development and the outcomes of services.

OASIS

• SOA is a paradigm for organizing and utilizing distributed capabilities that may be under the control of different ownership domains. It provides a uniform means to offer, discover, interact with and use capabilities to produce desired effects consistent with measurable preconditions and expectations.

4© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity

Page 5: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Definition of Cloud Computing

Cloud Computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction. This cloud model promotes availability and is composed of five essential characteristics, three service models, and four deployment models.

-- NIST Definition, V15

5© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity

Page 6: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Why SOA+Cloud Combined?

SOA

• Service Orientation

• Mostly software-intensive

• Application integration

• Service reuse via shared services

• Predominantly used within the enterprise

Cloud

• XaaS

• Mainly hardware-focused

• Resource provisioning

• Infrastructure pooling and outsourcing

• New business model for service delivery and consumption

6© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity

Page 7: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Barriers to Successful SOA

7© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity

Initiatives solely led and driven by techies

Insufficient semantics in service composition

Disconnection between traditional education and real-world SOA

implementation needs

Absence of holistic roadmaps with

specificity

Lack of well-defined service models (business and

technical)

Gap between logical architecture and

infrastructure

Ad-hoc governance (dictatorship or

anarchy)

Home-grown reference models

Product lock-in with no or limited

interoperability

Inability to quantify ROI/TCO and

improper-sizing

Project-centric execution without

reuse/sharing disciplines

Immature specifications and

standardization

Page 8: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Top 10 Cloud Adoption InhibitorsRisk-Testing

•How is the cloud computing vendor managing risk?

Data Location

•Where is the data being stored? In-country or out of the country? What restrictions and laws are placed upon the data dependent on location of stored data?

Data and Code Portability

•Once the data has been put onto the cloud computing system, how difficult will it be to get the data back out?

Data Loss

•Does the cloud computing system back-up and restore data?

Data Privacy

•Does the data become more vulnerable when it is located on an external cloud computing system?

Source: Adapted and extended from Gartner and InformationWeek reports in 2009 and 2010.

Vendor Viability

•What will happen if the cloud computing vendor goes out of business?

Performance

•How can SLA guarantee performance?

ROI

•Does operational expense always trump capital expense, at least in technology investment?

Security

•What are the vulnerabilities in the Cloud architecture?

Control

•How can a cloud provider be trusted that they care about your IT processing as much as you do?

© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity 8

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What these lead to…

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 9

Page 1 of 2

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How to Effectively Deal with Complexity?

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 10

Page 11: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

State of Art

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 11

Source: Wikipedia

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In Search for a Pragmatic Approach

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 12

Tomorrow’s computing systems

cannot be built using methods of

today. [Computing Research

Association (CRA) report]

We can't solve problems by

using the same kind of

thinking we used when we

created them. [Albert Einstein]

Conquering Complexity – one of five

“deliberately monumental" research

challenges, each requiring "at least a

decade of concentrated research in

order to make substantive progress”.

[“Grand IT Research Challenges” report

supported by NSF]

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13

Increasing Disparate Representations

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Semantic Notations

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 14

Source: The “Physics” of Notations

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Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 15

Increasing Dynamics

SIP

MTOM REST SCA XOP

XPATH

DSLAJAX

ITIL CMM

WOACOBIT POX

PaaSSaaS

IaaS

Page 16: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Service-Oriented Design Accelerator

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 16

Access & Interaction Layer

Integration/Communications Layer

Services & Components Layer

Composite Services Layer

Business Process Layer

Enterprise Resources Layer

Reference Model of Solutions Architecture for N-Tier ApplicationsDesigned by Tony Shan

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Page 17: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Increasing FragmentedActivities on Specifications

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 17

WS-Security

WS-Attachments

WS-Addressing

WS-Policy WS-PolicyAttachment

WS-AtomicTransaction

WS-BusinessActivity

WS-RXWS-CDL WS-Trust

WS-Federation

WS-CoordinationWS-TX WS-Discovery WS-SX

WS-ResourceWS-Eventing

WS-Notification WS-Topics

WS-SecureConversation WS-ReliableMessaging WSRFWSE

WS-Transfer

WS-Enumeration

WS-MEX

Page 18: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Stack of Standards

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 18

Foundation

Presentation

Management

Composition/Orchestration/Construction

Process

Messaging

XML Processing

DOM

SAX

XPath

XSLT

XQuery

.Net XML

Serialization

JAXB

SDO

StAX

Description

XML

XML Schema

WSDL

XML Info Set

XOP/MTOM

SML

DMCBX

RELAX NG

Schematron

Assertion Lang

Communications and Events

Transport: SSL/

TLS

Network: IPSec

BEEP

HTTP/IIOP/MQ

WS-Eventing

WS-Notification

WS-Addressing

Security

WS-Security

WS-

SecureConversation

WS-Federation

SAML

Liberty Alliance IDFF

WS-Trust

XKMS

XACML

XrML

EPAL

Interoperability

WS-I Basic Profile

WS-I Basic Security

Profile

WS-I Reliable Secure

Profile

Governance

Interoperability

Framework (GIF)

Reusable Asset

Specification (RAS)

DMTF CIM

Resources

WSRF

WSRF-

ResourceProperties

WSRF-

ResourceLifetime

WSRF-ServiceGroup

WSRF-BasicFaults

WS-Transfer

RRSHB

WS-Enumeration

Transaction

WS-Coordination

WS-Business Activity

WS-Atomic Transaction

WS-Context

WS-CF

WS-TXM

WS-TX

Semantics

RDF

WSDL-S

SA-WSDL, SA-REST

OWL-S, RDF/S

SWSO, WSMO

SWSL, WSML

SOA-S, FEARMO,

ODM

QoS

WS-

ReliableMessenging

WS-Reliability

WS-RX

Discovery

OWL

WS-Discovery

WS-

MetadataExchange

UDDI

ebXML

SwSA

WS-Policy

WS-PolicyAttachment

WS-SecurityPolicy

WS-Manageability

WS-Management

WSDM

WS-Provisioning

WSDM

WSRP

XUL

XAML

XBL

XForms

MXML

Ajax

WS-Choreography

BPMN

BPDM

BPML/BPQL

XPDL

WSCI

CDL4WS

BMM

UML

OAGIS

BPEL

WS-CAF

WSE

WCF

JAX-WS

SAAJ

SCA

Axis

SOAP

REST

JSON

SwA

WS-I Attachment Profile

XML Security: XML Encryption, XML Signature

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19

Increasing Components

Enterprise Portal: Role based portal that

is available 24x7. Provides single point of

entry for all users, multi-channel support,

consistent look and feel, access to business

capabilities based on role.

Custom Applications: These are either built on an

App Server, Portal or proprietary thick client.

Application Framework required to leverage reuse.

Examples: Logging, Exception handling, data services,

application configuration, monitoring, search framework,

notification framework, service proxy, Single Sign-On

Packaged Applications: These are the best of the breed

packaged application that also act as the system of record for

a particular business function.

Enterprise Services: Basic services required across the

enterprise. Examples: Directory Service, Content Management,

Search, eMail, Calendar, IM, Discussion Forum, White Board, etc. Business Process

Manager: Configure

and automate business

process. Provide

business users the

capability to modify the

business process &

policies.

Enterprise Service Bus: Route services to the appropriate

destination; receive and transmit messages in any protocol, provide

message transformation, routing, validation, auditing, security,

monitoring and reporting services.

Service Registry:

Service registry

containing service

properties such as

service capabilities,

parameters, service

levels, etc.

Shared Data

Services: Extract,

Transform & Load (ETL),

Electronic Data

Interchange (EDI),

Enterprise Information

Integration Data Quality

(Matching Engine, Master

Data Management)

Service Manager:

Manage service

lifecycle across the

enterprise.

Enterprise Application

Integration: Traditional

enterprise integration approach.

Provide Application Adapters,

Business Process, Messaging,

Security, etc. capabilities. Mostly

proprietary in nature and

application integration generally

implemented as a point-to-point

integration on a Hub..

Legacy Application: Applications that do not have open APIs & are not web based

Mainframe Application :Access data via gateways

Enterprise Security: Provide

user authentication,

authorization, identify

management, profile

management, delegated admin,

etc.

Business Service

Management: Monitoring,

capacity planning, utility

computing

Mapping SOA Reference Architecture

to the Enterprise SOA Maturity Model

Traditional

Development

Develop Web

Applications

Composite

Applications

Automate

BP

Source: SOA Practitioners’ Guide

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Cloudonomic Paradigm

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 20

Service Integration & Management Platform and Lifecycle Engineering

Cloud Computing Foundation

Principles Methodology Process Techniques Tools Patterns Policy Standards Practices Maturity

Dev

Support

•Collaborati

on

•Asset

Mgmt

•Build Mgmt

•Test Mgmt

•Release

Mgmt

Biz

Support

•Customer

Mgmt

•Partner

Mgmt

•Revenue

Mgmt

•Billing

Mgmt

Operation

Support

•Incident

Mgmt

•Change

Mgmt

•Config

Mgmt

•SLA Mgmt

Provider

Support

•Product

Mgmt

•Inventory

Mgmt

•Capacity

Mgmt

•Resource

Manager

Interaction

Enablement

Virtual Hosting

Runtime

Cloud Service FactoryPlan Define Model Implement Deploy

Channel Device User exp Participate

Onboard Catalog Provision Reports

UI Process Service Data

Security Repository Metering Monitor

Federated Composite Cloud Fabric

AggregateMashup

Bundle

Page 21: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Best Practices

Addressing Systemic Complexity © 2011 Tony Shan. Proprietary and Confidential. 21

Practicality

Hybrid

Attitude Program

Page 22: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Case Study of Healthcare Vertical

Addressing Systemic Complexity 22© 2011 Tony Shan. Proprietary and Confidential.

Page 23: Addressing Systemic Complexity with SOA and Cloud...W S-Notification W S-Addressing Security W S-Security W S-SecureConversation W S-Federation SAM L Liberty Alliance IDFF W S-Trust

Thank You

Merci

Grazie

Gracias

Obrigado

Danke Japanese

French

Russian

GermanItalian

Spanish

Brazilian Portuguese

Arabic

Traditional Chinese

Simplified Chinese

Hindi

Romanian

Thai

KoreanMultumesc

Contact: Tony Shan

Email: [email protected]

Web: http://www.BlueMountainLabs.com

© 2006-2011 Tony Shan. All rights reserved. Duplication, reproduction or disclosure of the contents in this document is prohibited without prior written permission of the author.

23© 2011 Tony Shan. Proprietary and Confidential.Addressing Systemic Complexity