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Cover image for Service-oriented architecture compass : business value, planning, and enterprise roadmap
Title:
Service-oriented architecture compass : business value, planning, and enterprise roadmap
Publication Information:
Upper Saddle River, NJ : IBM Press, 2006
ISBN:
9780131870024
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30000010124939 QA76.76.D47 S47 2006 Open Access Book Book
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30000010134688 QA76.76.D47 S47 2006 Open Access Book Book
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Summary

Summary

The well-written, practical guide to SOA - a perfect blend of principles AND how to transition an IT infrastructure toward the SOA model. Powerhouse author team - IBM's brightest Goes far beyond any other book today - covering the realms of policy-based management, enterprise application integration, multi-protocol support, and technical implementation of business processes and workflow. Excellent end-to-end deployment guide -- thorough, detailed, with examples to guide reader through difficult concepts. Service-Oriented Architecture Compass provides a foundation for enterprise architects on the principles of service-oriented architecture and offers guidance on how to begin transitioning an IT infrastructure toward the SOA model. The book positions SOA as not only a technical implementation but also as an approach to converting an organization's existing IT offerings and applications into an infrastructure that is more tightly integrated with business processes and operations. the book focuses on how to create the rationale necessary for moving toward a service-oriented model and how to plan, design, and implement that model to increase business value. CD-ROM will contain examples and re-usable code from the book.


Author Notes

Norbert Bieberstein is a solution architect for the IBM Enterprise Integration team and is responsible for the team''s worldwide communication. In his dual role, he gained first-hand experiences from customer projects in various industries striving to migrate to SOA-based On Demand solutions. He currently is completing his MBA at Henley Management College in the United Kingdom. In his communication role, he is delivering insight and best practices to IBM and customers in various forms. Norbert co-authored the IBM Redbooks Introduction to Grid Computing with Globus (SG24-6895-01) and Enabling Applications for Grid Computing with Globus (SG24-6936-00) , wrote the textbook CASE-Tools (ISBN: 3446175261), and published several magazine articles on various IT topics. Norbert also worked as a technology manager in the IBM software partner organization, where he led the IBM OMG delegation during UML definition. He also acted as a software engineering (CASE) consultant to the IBM software development labs. Norbert has more than 25 years of experience in information technology and computer sciences. Before joining IBM in 1989, he was an application developer for a regional CIM provider and worked as scientific programmer at Aachen University of Technology (RWTH), where he received his masters in mathematics and geography. He also holds teacher''s degrees for higher education in Germany. He lives with his family near Düsseldorf, Germany.

Sanjay Bose is the Design Center leader for the IBM Enterprise Integration team. He has more than 12 years of IT industry experience, primarily focused on creating product architecture and design, articulating technical strategy, and designing enterprise application systems using distributed technologies. He currently leads the design center to identify IBM software portfolio requirements and to develop solution components and assets by engaging enterprise clients and IBM software product development laboratories. His areas of expertise include service-oriented architecture, enterprise service bus, Web services, J2EE, and e-business technologies. Sanjay also worked in product development on the WebSphere Application Server and the WebSphere Portal Server. He has published several technical papers and also has contributed to industry specifications and standards. Sanjay received his bachelor''s degree in computer science and engineering from the Indian Institute of Technology (IIT) in Mumbai, India and has completed MBA coursework at the Tepper School of Business, Carnegie Mellon University. He lives and works in Pittsburgh, Pennsylvania.

Marc Fiammante is an IBM Distinguished Engineer, elected to the IBM Academy of Technology in 2003, with wide experience in large project architecture and software development on multiple environments. He is the chief architect of the European, Middle East, Africa, and Asia-Pacific Enterprise Integration Solutions team. Marc has 21 years of experience in IT. He has filed several software domain patents and has published several articles related to e-business technologies. He leads architecture teams in major industry projects. He has architectural and technical expertise with service-oriented architecture, Web services, enterprise application integration, and e-business and object-oriented technologies, including a number of software middleware systems, programming languages, and standards. Marc is a graduate engineer of the Ecole Centrale de Paris.

Keith Jones, PhD , is currently a leading IT architect at IBM Enterprise Integration Solutions, where he focuses on the definition and implementation of service-oriented architectures with leading-edge customers. He has 30 years of experience in the IT industry as a systems engineer, software developer, strategist, systems architect, and author of many middleware publications. Keith''s professional interests center on building transactional, message-oriented, and service-oriented middleware infrastructures in support of business processes in a wide range of customer environments. Most recently, these have included infrastructures at major financial services, retail services, automotive manufacturing, online media, and auction enterprises. Keith has a PhD in chemistry and lives with his family in Boulder, Colorado.

Rawn Shah is the Community Editor (and, formerly, the SOA and Web services Zone Editor) for IBM developerWorks. Rawn has 12 years of experience in the IT industry, serving in various roles including positions as a network administrator, an application developer, a vice president of a regional Internet service provider, a columnist, an author, and an editor. He has written more than 280 articles for dozens of technology magazines, including CNN.com, NetworkWorld, JavaWorld, NC World, Windows TechEdge, and LinuxWorld, and he was directly involved in the release of the industry-leading publications JavaWorld and LinuxWorld in the mid-1990s. His interests lie in finding new ways for facilitating the communication and collaboration of technical ideas and processes between distributed audiences and transferring this knowledge in meaningful ways to nontechnical audiences such as business teams. He and his family currently reside in Tucson, Arizona.


© Copyright Pearson Education. All rights reserved.


Table of Contents

Vinton Cerf and Daniel Sabbah and Jason Weisser
Forewordsp. xxi
Prefacep. xxv
Acknowledgmentsp. xxvii
About the Authorsp. xxix
developerWorks and SOAp. xxxi
Chapter 1 Introducing SOAp. 1
1.1 SOA to the Rescuep. 3
1.2 Exploring SOAp. 4
1.2.1 The Term "SOA"p. 4
1.2.2 Dimensions of SOAp. 5
1.3 A Preview of the Service-Oriented Architecture Compassp. 7
1.4 Summaryp. 9
1.5 Referencesp. 9
Chapter 2 Explaining the Business Value of SOAp. 11
2.1 The Forces of Changep. 12
2.1.1 Enterprise Reconstructionp. 13
2.1.2 Industry Deconstructionp. 14
2.1.3 The Impact of the Enterprise Reconstruction and Industry Deconstruction Trendsp. 15
2.1.4 The Trend Toward Business Components and Servicesp. 16
2.2 Common Questions About SOAp. 16
2.2.1 What Is SOA?p. 16
2.2.2 Why Do Companies Need SOA?p. 17
2.2.3 What Benefits Will Businesses Receive if They Implement SOA?p. 17
2.2.4 What Opportunities Will Companies Miss if They Don't Implement SOA?p. 18
2.2.5 What Is Different with SOA Compared to Previous Approaches?p. 18
2.2.6 Rethinking Components for Business and Applicationsp. 19
2.2.7 When Not to Implement an SOAp. 20
2.3 SOA Value Roadmapp. 21
2.3.1 Explaining SOA to Business Peoplep. 21
2.3.2 A Checklist for Business Change Agilityp. 22
2.4 The Nine Business Rules of Thumb for SOAsp. 31
2.5 Summaryp. 32
2.6 Referencesp. 32
Chapter 3 Architecture Elementsp. 35
3.1 Refining SOA Characteristicsp. 37
3.1.1 Platformp. 37
3.1.2 Locationp. 38
3.1.3 Protocolsp. 38
3.1.4 Programming Languagep. 39
3.1.5 Invocation Patternsp. 39
3.1.6 Securityp. 39
3.1.7 Service Versioningp. 39
3.1.8 Service Modelp. 40
3.1.9 Information Modelp. 41
3.1.10 Data Formatp. 41
3.1.11 Applying the SOA Characteristicsp. 41
3.2 Infrastructure Servicesp. 41
3.2.1 Resource Virtualization Servicesp. 42
3.2.2 Service-Level Automation and Orchestrationp. 42
3.2.3 Utility Business Servicesp. 43
3.3 The Enterprise Service Bus (ESB)p. 43
3.3.1 Transportp. 45
3.3.2 Quality-of-Service-Based Routingp. 45
3.3.3 Mediationp. 46
3.3.4 Web Services Gatewayp. 47
3.4 SOA Enterprise Software Modelsp. 47
3.4.1 Industry Modelsp. 47
3.4.2 Platform-Independent Realizationp. 48
3.4.3 Platform-Specific Realizationp. 49
3.4.4 J2EE Realizationp. 50
3.4.5 Services Integration on the WebSphere Application Serverp. 50
3.4.6 The Information Management Domainp. 53
3.5 The IBM On Demand Operating Environmentp. 57
3.6 Summaryp. 60
3.7 Links to developWorksp. 61
3.8 Referencesp. 61
Chapter 4 SOA Project Planning Aspectsp. 63
4.1 Organizing Your SOA Project Officep. 63
4.2 SOA Adoption Roadmapp. 65
4.3 The Need for SOA Governancep. 68
4.3.1 SOA Governance Motivation and Objectivesp. 68
4.3.2 An SOA Governance Modelp. 69
4.3.3 Strategic Direction and SOA Governance Principlesp. 69
4.3.4 Empowerment and Fundingp. 70
4.3.5 Managing the Risk of an SOA Roadmapp. 70
4.3.6 SOA Governance Processesp. 72
4.3.7 Launching the Governance Modelp. 73
4.3.8 Hints and Tips for Successp. 74
4.4 SOA Technical Governancep. 75
4.4.1 Reducing Impact by Modularizationp. 75
4.4.2 Achieving Middleware Independence with Explicit Process Statep. 75
4.4.3 Business Exceptions Monitoring and Handlingp. 75
4.5 SOA Project Rolesp. 76
4.5.1 The Function of Rolesp. 76
4.5.2 Roles and Skillsp. 77
4.5.3 Project Phasesp. 77
4.5.4 Examining and Adapting Rolesp. 77
4.5.5 A Look at Existing Rolesp. 78
4.5.6 A Look at New Rolesp. 79
4.5.7 Integrating Existing and New Rolesp. 81
4.6 Summaryp. 82
4.7 Links to developerWorksp. 84
4.8 Referencesp. 84
Chapter 5 Aspects of Analysis and Designp. 85
5.1 Service-Oriented Analysis and Designp. 85
5.1.1 On Modelingp. 86
5.1.2 Layers of Abstractionp. 86
5.1.3 Reusep. 89
5.1.4 Service Encapsulationp. 90
5.1.5 Loose-Couplingp. 91
5.1.6 Strong Cohesionp. 92
5.1.7 Service Granularityp. 94
5.1.8 Well-Designed Servicesp. 94
5.2 Service-Oriented Analysis and Design-Activitiesp. 95
5.2.1 Identifying Servicesp. 95
5.2.2 Categorization of Servicesp. 97
5.2.3 Specification of Servicesp. 97
5.2.4 Realization of Servicesp. 98
5.3 Summaryp. 99
5.4 Links to developerWorksp. 99
5.5 Referencesp. 100
Chapter 6 Enterprise Solution Assetsp. 103
6.1 Architect's Perspectivep. 104
6.1.1 Selecting the Architectural Methodologyp. 104
6.1.2 Formalizing Architectural Decisionsp. 104
6.1.3 Identifying Architectural Best Practicesp. 105
6.1.4 Performing the Product and Package Mappingsp. 105
6.2 Enterprise Solution Assets Explainedp. 106
6.3 A Catalog of Enterprise Solution Assetsp. 106
6.4 How Does an ESA Solve Enterprise Problems?p. 107
6.5 Selecting an Enterprise Solution Assetp. 108
6.6 Using an Enterprise Solution Assetp. 108
6.7 Multitiered Disconnected Operationp. 108
6.7.1 Problem Synopsisp. 108
6.7.2 Contextp. 109
6.7.3 Forcesp. 110
6.7.4 Solutionp. 110
6.7.5 Consequencesp. 114
6.8 Request Response Templatep. 115
6.8.1 Problem Synopsisp. 115
6.8.2 Contextp. 116
6.8.3 Forcesp. 116
6.8.4 Solutionp. 117
6.8.5 Consequencesp. 119
6.9 Summaryp. 120
6.10 Links to developerWorksp. 120
6.11 Referencesp. 120
Chapter 7 Determining Non-Functional Requirementsp. 123
7.1 Business Constraintsp. 123
7.1.1 Operating Rangesp. 124
7.1.2 Legal Constraintsp. 124
7.1.3 Industry Business Standardsp. 124
7.2 Technology Constraintsp. 124
7.2.1 Operating Environment Constraintsp. 126
7.2.2 Technical Model Constraintsp. 127
7.2.3 Access Constraintsp. 127
7.2.4 Expertise Constraintsp. 127
7.3 Runtime Qualitiesp. 127
7.3.1 Performance NFRsp. 127
7.3.2 Scalability NFRsp. 130
7.3.3 Transactional Integrity NFRsp. 130
7.3.4 Security NFRsp. 131
7.4 Nonruntime Qualitiesp. 131
7.4.1 Manageability NFRsp. 131
7.4.2 Version Management NFRsp. 132
7.4.3 Disaster-Recovery NFRsp. 132
7.5 Summaryp. 133
7.6 Links to developerWorksp. 133
7.7 Referencesp. 133
Chapter 8 Securing the SOA Environmentp. 135
8.1 Architectural Considerations for an SOA Security Modelp. 135
8.2 Concepts and Elements of Securityp. 137
8.2.1 Integrityp. 137
8.2.2 Confidentialityp. 137
8.2.3 Identity and Authenticationp. 138
8.2.4 Message Authenticationp. 138
8.2.5 Session Managementp. 139
8.2.6 Authorizationp. 139
8.2.7 Privacyp. 141
8.2.8 Non-Repudiationp. 141
8.2.9 Cryptographyp. 142
8.2.10 Trustp. 143
8.2.11 Federationp. 144
8.3 Implementation Requirements for SOA Securityp. 144
8.3.1 Managing Security Policiesp. 144
8.3.2 Defining Transport Security Policiesp. 144
8.3.3 Defining Message Layer Security Policiesp. 145
8.3.4 Defining Data Protection Policiesp. 146
8.3.5 Defining Security Token Policiesp. 146
8.3.6 Defining Cryptographic Key Policiesp. 147
8.3.7 Coordinating Policies Between Business Partnersp. 147
8.4 Standards and Mechanisms for SOA Securityp. 147
8.4.1 The Basic Security Standard: WS-Securityp. 148
8.4.2 Trust Domains: WS-Trustp. 150
8.4.3 Federated Security: WS-Federationp. 150
8.4.4 Session Management: WS-SecureConversationp. 151
8.4.5 Authorization and Policies: WS-Policyp. 152
8.5 Implementing Security in SOA Systemsp. 153
8.5.1 Implementing Basic Security Servicesp. 153
8.5.2 Implementing Point-of-Contact Servicesp. 154
8.5.3 Implementing Message Layer Security Servicesp. 155
8.5.4 Implementing Trust Servicesp. 155
8.5.5 Implementing a Federationp. 155
8.6 Non-Functional Requirements Related to Securityp. 156
8.6.1 The Performance Impact of Securityp. 156
8.6.2 Managing Securityp. 157
8.7 Technology and Product Mappingsp. 158
8.7.1 Transport Layer Point of Contactp. 158
8.7.2 Web Services Layer Point of Contactp. 158
8.7.3 Trust Servicesp. 159
8.7.4 Federation Servicesp. 159
8.8 Summaryp. 159
8.9 Links to developerWorksp. 160
8.10 Referencesp. 160
Chapter 9 Managing the SOA Environmentp. 163
9.1 Distributed Service Management and Monitoring Conceptsp. 163
9.1.1 Event-Driven Managementp. 164
9.1.2 Levels of SOA-Driven Managementp. 164
9.2 Key Services Management Conceptsp. 167
9.2.1 Managing the Enterprise Service Busp. 168
9.2.2 Evolving Standardsp. 169
9.3 Operational Management Challengesp. 169
9.3.1 Challenges with Respect to Management Perspectivesp. 170
9.3.2 Phases of Deploymentp. 171
9.4 Service-Level Agreement Considerationsp. 172
9.5 SOA Management Productsp. 173
9.5.1 Business Performance and Business Service Managementp. 173
9.5.2 IT Application and Resource Managementp. 174
9.5.3 Other Areas of Managementp. 176
9.5.4 External Product Relationshipsp. 178
9.6 Summaryp. 178
9.7 Links to developerWorksp. 178
9.8 Referencesp. 179
Chapter 10 Case Studies in SOA Deploymentp. 181
10.1 Case Study: SOA in the Insurance Industryp. 181
10.1.1 IT and Business Challengesp. 182
10.1.2 Solution Implementationp. 182
10.1.3 Impact of the Projectp. 186
10.1.4 Lessons Learnedp. 188
10.2 Case Study: SOA in Government Servicesp. 189
10.2.1 IT and Business Challengesp. 189
10.2.2 Technical Implementationp. 190
10.2.3 Impact of the Projectp. 190
10.2.4 Lessons Learnedp. 192
10.3 Summaryp. 193
Chapter 11 Navigating Forwardp. 195
11.1 What We Learnedp. 195
11.2 Guiding Principlesp. 197
11.3 Future Directionsp. 198
11.3.1 Technology Standardsp. 199
11.3.2 Web Services Monitoring and Visualizationp. 199
11.3.3 Semantic Web Servicesp. 199
11.3.4 Open Development Platformsp. 199
11.3.5 Services Assetsp. 200
11.3.6 SOA Programming Modelsp. 200
11.3.7 Virtual Services Platformp. 200
11.3.8 Event-Driven Architecturesp. 200
11.3.9 Model-Driven Architecturesp. 201
11.3.10 Utility Servicesp. 201
11.3.11 Industry Adoptionp. 201
11.4 Summaryp. 201
11.5 Links to developerWorksp. 202
Glossaryp. 203
Indexp. 221
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