Establishing a service factory

Specialists in Service Oriented Application
Modernization

Establishing a Service
Factory

Federal SOA Community of Practice
14th SOA for eGovernment Conference
October 2, 2012

Dave Mayo

www.everware-cbdi.com

Topics

Corporate Profile
Architecture – Engineering Model
What is a Service Factory?
Twin-Track Development
Product Line Engineering
Governance
Service Factory Methods & Tooling
Service Architecture & Specification
Model Driven Development
Agile Methods

2
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Information Modeling)
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Implementable Architecture: Standard
Engineering Model

• Define & Communicate
Needs
Customer • Provide Funding
Functional Responsibilities
• Balance Demands
• Rationalization/Alignment
Architecture • High Level Structure
• High-level Solution Design

• Apply Constraints
Engineering • Detailed Specification

• Build & Assemble
Construction • Hand off to QA

Remember:
Architect, Invest &
Implement?

4

Implementable Architecture: IT Roles
Business Model (CIM)

Business/ Each level guides and
• Analytical Products
Mission • IT Innovation constrains the next level.

Enterprise • Service
Architect Portfolio
• Business Solution Model (PIM)
Capability
Requirements
• Solution Service
Portfolio Solution Architect
• Service Architect
Portfolio • Service
• Architecture Specification
Policies
• Solution
• Design Design Platform Model (PSM)
Guidance Software
• Design • Technical Patterns
Patterns Engineer • Domain Knowledge

Contract-Based Interfaces Application
Developer
• Engineering
Design
Specification
5

Implementable Architecture: IT Roles

Business/ Each level guides and
• Analytical Products
Mission • IT Innovation constrains the next level.

Enterprise • Service
Architect Portfolio
• Business
Capability
Requirements
• Solution Service
Portfolio Solution Architect • Service
• Service Architect Specification
Portfolio
• Architecture
Policies Service
• Solution
• Design Design
Developer
Guidance Solution
• Design
Patterns Engineer • Service

Contract-Based Interfaces Solution
Assembler
• Engineering
Design
Specification
6

What Is a Service
Factory?

7

Service Factory: What is the Problem to Solve?

IT Solution Delivery Issues
Quality
Cycle time
Risk
Inconsistency of approach
Across teams (skills)
Semantics
Delivery technology
Methods
Lack of reuse of implementation and process assets
Architectural mismatch
Ad hoc / program focused reuse
Solutions Development projects do not have budget,
charter or business scope to deliver shared services

Service Factory: Concepts & Drivers
Purpose
Execute repeatable process to produce shared
services in efficient manner
Specialization of Software Factory
Manufacturing analogy
Assembly from components
Automation of standardized, repeatable processes
Mass customization
Produces families of products
Factory Components
Skilled workers with diverse roles
Automated tools for design, construction and
coordination
Engineered processes, techniques and materials

9

Service Factory

Systematic approach to reuse
Implementation Assets – tools, design patterns, frameworks
Process assets – test cases, harnesses, design methods
Production assets – software artifacts providing ROI through reuse
Highly automated service software development
Building families of similar software service products
Assembling self describing service components
Developing DSL and tools using language definition, code
generation, tool development technologies – massive reduction in
handwritten code
Massive scalability
Larger projects
Geographical, Sector distribution
Extended product life cycles without
loss of agility

Service Factory Fundamentals

Frameworks
Bootstrap implementations of services
Based on common architectural styles
Language based tools
Support development of services
Adapting, configuring and assembling framework based components
Using tools to engage customers
Respond to changes in requirements rapidly
Building software services incrementally
Capturing design decisions in a form that directly
produces executables
Brings all skillsets, disciplines, tools together in a single
organization
Centralized funding

Solution Provisioning: Twin Track Process

Application SDLC
Current: Based Business Solutions
Build to Demand
Order

SDLC
Capability
Based Solution Assembly
Business Solutions
Future:
Demand
Assemble
to Order Service
Architecture Inventory
and Service
Portfolio Provisioning

Service
Factory
12

Service Factory Supports the “Provide” Swim
Lane of the CBDI-SAE™ Process

Consume (Note: only showing Application Modernization context)
Solution
Provisioning

Solution Solution
Solution Architecture Component Assembly/
Requirement Solution Implementation
Component
Legacy
Application Modernization Application
Plan Reengineering
KDM Packages

Service (implemented)
Provide
Service Service
Provisioning Service Implementation
Service Portfolio Plan Implementation
(Service Architecture, Requirement
Service requirements)
Service Implementation
Legacy to Service Component
Application Modernization
Reengineering
Plan
KDM Packages
13

Service Factory: Context

Business
Capability Reference
Priorities Architecture

Solution
Portfolio Plan Service
Registry /
Repository

Service Service
Portfolio Plan Factory
Solution
Assembly
Teams
Legacy
Portfolio Plan

Service
COTS / Specification
GOTS / Contract
Components

14

Service Factory: Concepts & Drivers

Reference Framework
Software Factory Schema

Service Product Line or
Specification Family Analysis

Customized
Reusable, Product Line or
Tools
Configurable Family Design
Assets
Service
Product Line or
Implementation
Family
Implementation
Service Product Line
Delivery Development

15

Software Product Line Principles

A software product line is a set of software-intensive
systems sharing a common, managed set of features that
satisfy the specific needs of a particular market segment or
mission and that are developed from a common set of core
assets in a prescribed way.
-- Software Engineering Institute
Strategic & systematic reuse
Goal is to manage the product
line, rather than products
individually
Configuration management
becomes critical
Commonality and Variability


Software Product Lines: Commonality &
Variation within a Product Family
Commonality
Implement common service behavior patterns as
reusable components
Raise level of abstraction of reuse
Architect for Variability
Deliver policy driven service architecture
Specialize family reference architecture to separate the
aspects of the service that change at different rates
Prediction
Deliver generalized service components for family that
are designed to be configured to create variants
Exploit the Predicted Changes
Standard infrastructure
Platform for service reuse – SDK, SLA plus related
processes
Upgradeable designs and components

Product Line Engineering Enables
Mass Customization
Finished
Product

Pick Exterior Colour Pick Interior Colour Pick Wheel Style Employ base products
designed to be
? ?
? customised for
individual customer /
process requirements
Engineer for faster
delivery of finished
Standard GT Spec Label product
Enable concurrent
delivery for multiple
customers
Maintains integrity of
Base Product Base Product
base product
Uses range of assembly
techniques to
customise
18

SOA Governance

Shared Services Don’t Happen by Accident
Policies to Mandate Sharing & Reuse

Architected Services by Domain
Use of Reference Architectures
Use of Canonical Data Models
(MDM)
Use of Standard Technology
Stacks
SDLC Checkpoints for Services
Funding Mechanisms

CBDI-SAE™ Governance Framework


Service Factory
Methods & Tooling

20

Service Oriented Application Modernization (SOAM)
Provides Methods & Tools for the Service Factory

• Modularization • Rigorous
• Reuse specification
• Rapid • Coordination
assembly • Automated
patterns
Service Model
Oriented Driven
Service Model-Driven
Arch
Oriented Dev
Development
Architecture

Agile Portfolio
Methods Methods Eng
Agile Trans

• Rapid • Maximum
development leverage of
• User feedback legacy assets
• Continuous • Reduced risk
testing • Orderly
retirement of
legacy apps

SOA: Domain-Based Service Architecture
Patent Application Management (partial)

22

Model-Driven Development (MDD) Provides
Accelerators

Software delivery approach where specification models and other abstract
artifacts are created to describe the structure and behavior of a system or
module. Models are either executed directly or transformed into
implementation code or environment control.

Application & Business Business Rule Metadata Message Mgt
Service Models Process Models Models Models
enli st wi th
M EP S?yes

no, waiver granted
yes
«BusinessP rocess»
2 enlistment

A ppl icant
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shipping
requested?
«BusinessProce.. .
3 shipping

no

enl ist ee
shi pper Parties and
Facilities

+
«B usin ess Typ e »
Pa rty

n a me
*

in cl u de s
re sid e s
at
+p la ceO fBi rth

1

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« Bu sin e ss T yp e»
Loca ti on

stree t: st ri ng
city: st rin g
cou n ty: st rin g
zip Co d e: st rin g
na me
*
b el o ng s t o

1
«B u sin ess T yp e »
Re gion
• Routing
chooses not 1
1 i s lo ca te d

Mediation
to enl ist p la ys * « e nu me ra ti on »
* at
Ra ci a lCa te gor y
«Busi nessP rocess» * « Bu sin e ss T yp e»

•
1 appl icant qualificati on « B usi ne ss Typ e» Fa c ili ty a me rica n In di an OrAla ska Nat ive
«B usin ess Typ e » « B usi n ess Typ e »
Pe rs on a sia n
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Role + na me : strin g
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+ d o b : da te
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+ ssn: stri ng
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* + u n iq u eI de n tif ie r
+ p h o ne n u mbe rs
« Bu sin e ss T ype » + f irstNa me : strin g
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« Bu sin e ss T yp e» « Bu sin e ss T ype » Ge nde r Ma ri ta lStatus
+ l a stNa me : strin g «B u sin e ss T ype »
no + la n gu a g e: st rin g Re c epti on/ T ai ni ng
r Duty S ta tion
+ m arita lS ta tu s: Ma rit a lSt at us Arme d S erv ic e
+ fi rst : bo o le an Ce nter ma le ma rrie d
+ p rio r mi lit ary se rvice
fe ma le si ng le
+ p rivile g e s
o th e r d ivo rce d
appl icant not + p ref eren ce s
appl icant not + ra ci al Ca te g ory: Ra cia lCat eg o ry
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ME PS
enlistment/ accession + d e p en d en ts: in t E thni cCa te gory
+ re lig io u sPref eren ce : strin g
d ecl in eT o Re sp on d

Translation
+ e d u ca t io n: E du ca tio n
h isp a ni cOrL a tin o
n on Hisp a ni cOrL a tin o

•

UML, UML,
UML BPMN SBVR OWL/
RDF

Java, C#, DDL,
XSD, XBRL, DDL,SQL,
BPEL SPARQL
WSDL OCL
• Source code Virtualized
Workflow / Business Rules Infrastructure /
• Executables
Orchestration Logic Data Access ESB
• Test Harness
• Documentation
Control Configuration

23

Why Model-Driven?

Productivity Requirements
Increase output (eg, function points)
Reduce time & cost of development

Increasing Abstraction
Coordination
Across multiple (parallel) development Problem

Gap
teams Space
Solution
Replicate modifications across modules
Space
Rigorous specifications
Application of Patterns
Encapsulate knowledge as reusable Executables
assets
Automate the application of patterns Abstraction Gap
Traceability & Reconstruction
Easily identify impacted components when
requirements change
Document & preserve design decisions


MDD:
Model Transformation and Code Generation

Model Design UML Model
Transformation

Model
Validation Parser
Engine

XML
Java SOA-P XML DB REST CXF Backbone .js
Cartridges Cartridge Cartridge
Schema
Cartridge Cartridge Cartridge
Cartridge

Code .java .wsdl .xsd .xqy .java .js

25

Agile Methods: Scrum

Feedback

Customer
Require-
ments

26

MDD for Agile life cycle
Enterprise and Solution
User Stories, Use Cases
Architecture

Business Improvement

Knowledge Discovery

UML Iteration and
Reference Model Models redeployment

Cartridge Code and Schema
Development Generation

Test, Configuration and
Deployment

Code generation enables rapid and frequent iteration
and evolution with integrity without the cost/ time overhead
27

Service Tooling for CMS/FFE Factory


Service Factory: Summary of Results

Implementation of services based on architecture
Product Line approach ensures consistency
Facilitates Twin-Track provisioning
Practical implementation of service policies
(governance)
Semantics
Technology
Reuse
Automates & accelerates provisioning process
Enables enterprise scale production

29

Specialists in Service Oriented Application
Modernization

Thank You.

Questions?

Dave Mayo
dmayo@everware-cbdi.com

www.everware-cbdi.com

Establishing a service factory

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