SOA 1477 - Mastering Service Oriented Analysis & Design

1. SOA Fundamentals

• Objectives
• Defining Service Oriented Architecture (SOA)
• Putting SOA in Context
• SOA As an Alignment Strategy
• The SOA Umbrella
• What s a Service?
• Service Actors
• Serving Up SOA
• Business Process Management
• BPM & Workflow
• SOA Governance
• SOA Governance Model
• SOA Job Role Impact
• Services Please!
• SOA Re-Organization
• What Makes a Good Design?
• Is This a New Concept?
• Service Orienting the Enterprise
• Service Oriented Thinking
• SOA Is Perfect NOT!
• Service Characteristics
• When Do I Need a Service?
• About Services in SOA
• Contract-Driven Software
• SOA Standards
• Summary

2. SOA Service Life Cycle

• Objectives
• SOA Adoption
• Adoption Stages
• Managing Services
• SOA Service Life Cycle Overview
• SOA s Circle of Life
• Discovery Phase
• Analysis & Design Phase
• Implementation Phase
• Deployment Phase
• Monitor Phase
• Retirement Phase
• Summary

3. Introduction to Service Oriented Analysis & Design (SOAD)

• Objectives
• Introduction to SOAD
• Applying OOAD Principles
• Abstraction
• Abstraction in SOAD
• Encapsulation
• Encapsulation in SOAD
• Modularity
• Modularity in SOAD
• Hierarchy
• Hierarchy in SOAD
• Why OOAD Is Not Enough
• Granularity
• The Need for Loose Coupling
• The SOAD Methodology
• The SOAD Methodology Steps
• Stage 1: Requirements Gathering & Process Modeling
• Stage 2: Service Identification
• Stage 3: Service Implementation
• Stage 4: Process Implementation
• SOAD Stages and SOA Lifecycle
• Summary

4. SOA Case Study

• Objectives
• What is a Case Study?
• Case Study Background
• Additional Background
• The Problem Statement
• Status Quo Issues
• Status Quo Issues (continued)
• Opportunities
• How Can SOA Help?
• Example Solution Snippet
• Summary

5. Introduction to Business Process Management

• Objectives
• What is BPM?
• Business Process Management
• Process Maturity 1/2
• Process Maturity 2/2
• What is a Business Process?
• Further Qualifying BPM
• The Process-centric Organization
• When and Why Conduct BPM?
• BPM Business Cases
• Key Roles and Responsibilities
• People and Process
• BPM Framework
• Framework Foundation
• Framework Phases 1/4
• Framework Phases 2/4
• Framework Phases 3/4
• Framework Phases 4/4
• Service Oriented Architecture
• BPM + SOA
• Tightly Coupled Enterprise
• Breaking the Silos
• Summary 1/2
• Summary 2/2

6. Introduction to Process Modeling

• Objectives
• What Is A Business Process?
• Business Process Management
• Business Process Modeling
• Process Modeling Advantages
• Process Components 1/2
• Process Components 2/2
• What s a Service?
• SOA and Business Process
• Process Modeling and SOA
• From Ad-hoc to Formalization
• Process-centric Organizations
• The Value of Process-Centricity
• Process Maturity
• CMMI Levels 0-2
• CMMI Levels 3-5
• Key Tasks in Process Modeling
• Roles and Responsibilities 1/2
• Roles and Responsibilities 2/2
• Process Modeling Standards
• Summary

7. Mapping a Process Using BPMN

• Objectives
• What is BPMN?
• What does BPMN include?
• The Eye of the Beholder
• BPMN and BPEL
• Basic Structure of a Process
• Using Subprocess
• The Start Event
• Normal End Events
• Abnormal End Events
• Intermediate Events
• Process State Management 1/2
• Process State Management 2/2
• Gateways
• Exclusive Condition
• Exclusive Condition Examples
• Inclusive Condition
• Parallel Execution
• Event Choice
• Merging Branches
• Merging Examples
• Looping with BMPN
• Looping Options
• More Examples
• Modeling Roles & Responsibilities
• Using Swim Lanes
• Modeling B2B Interaction
• Trading Partner Design Pattern
• Modeling B2B Interactions
• B2B Interaction Example
• Black Box White Box Modeling
• Summary

8. The Preparation Phase

• Objectives
• Understand the Organization
• Organization Model
• Key Business Processes
• Preparing for a Project
• Step 1: Identify the Stakeholders
• Getting Stakeholder Buy-in
• Step 2: Identify the Processes to Model
• Process Identification Guidelines
• Step 3: Identify the Needs and Motivations Behind the Project
• Project Motivations
• Define Project Goals
• Modeling with Goals
• Step 4: Define Process Scope
• Define the Scope of Visibility
• Step 5: Create a Project Plan
• Summary

9. Modeling the As-is Process

• Objectives
• Introduction
• Conduct Discovery Workshops
• Interview Questions
• How Much Detail?
• Gather the Process Metrics
• What Metrics to Gather? 1/2
• What Metrics to Gather? 2/2
• Business Process Use Cases
• Return Handling Use Case
• Information Modeling
• Business Items
• Identify Quick Wins
• Deliverable Check List
• Risks of this Phase 1/2
• Risks of this Phase 2/2
• Where to Go From Here?
• Summary

10. Modeling the Optimized Processes

• Objectives
• Process Optimization Basics
• Process Optimization Steps
• Role of Modeling in Optimization
• Common Optimization Goals
• Common Solutions
• Model the New Processes
• Simulation
• Process Token
• Modeling Resource Constraints
• Open and Close Ended Analysis
• Preparing for Simulation
• Running Simulation
• Analyze Simulation Results
• Communicate with BPM Managers
• Deliverables of this Phase
• Risks of this Phase
• Summary

11. Stage 2: Service Identification

• Objectives
• Stages of SOAD
• Where are We in the SOA Lifecycle?
• Stage 2: Service Identification
• The Service Model
• Developing a service model
• Service Model Example #1
• Service Model Example #2
• Service Model Example #3
• Service model granularity
• SOAD Stage 2 Process
• Identifying Services
• Service Identification Check
• Specify the Service Interface
• Specify The Process Interface
• Identify Services from UC001 Return Handling
• Identify Services from UC001 Return Handling
• Identify Services from UC001 Return Handling (continued)
• Service Contract Template
• Service Contract Template Part 2
• Service Contract Template Part 3
• Service Design Best Practices
• Summary

12. Stage 3: Service Design and Implementation

• Objectives
• Stages of SOAD
• Where are We in the SOA Lifecycle?
• Introduction
• How Is a Service Developed?
• Top Down Development
• Web Service Implementation Choices
• Apply OOAD in New Service Development
• Top-Down Summary
• Bottom-Up Development
• Bottom-Up Technology Choices (Java)
• Example: JCA-Based Service
• Example: JAX-WS Service
• Bottom-Up Technology Choices (.NET)
• Example: ASMX Service
• Example: Adapter-Based Service
• Data Mapping
• Interface Mapping
• Implementing the Services for UC001 Return Handling
• Best Practices
• Summary

13. Process Automation Using BPEL

• Objectives
• Basics
• Stages of SOAD
• Business Process Diagram
• Why Automate a Process?
• Automation Risks
• Process Automation Challenges
• More Challenges
• BPEL
• Variables
• Partnership
• Example: A Buy-Sell Partnership
• Modeling Partnership in BPEL
• Simple Activities
• Invoke Activity
• Structured Activities
• Process Development Phases
• Phase II Process Definition
• Phase III Process Compilation
• Phase IV Process Deployment
• Phase V Process Execution
• Additional Process Design Considerations
• Summary

14. Managing and Measuring a Process

• Objectives
• Managing a Process
• The Manager's Role
• Planning for the Process
• Control the Process
• Process Measures
• Organizational Hierarchy Measures
• Process Hierarchy Measures
• Balanced Scorecard
• KPI Design
• Modeling KPI
• More KPI Types
• Alerts
• Summary

15. Advanced Process Modeling

• Objectives
• Introduction
• Asynchronous SOA
• SOA Callbacks ...
• Callback Example
• Additional Uses of Callbacks
• Non-Blocking Calls in SOA
• Parallel Activity
• One-Way Non-Blocking Calls
• Assured Delivery
• BPEL Events Handling
• Event Handler Details 1/2
• Event Handler Details 2/2
• Introduction
• Error Handling in a Service
• Designing Faults
• Error Handling in a Process
• Fault Handler
• Fault Handler Example
• Raising Faults in a Process
• Compensation
• Example Compensation
• Compensation Handler
• Compensation Guidelines
• Summary