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“We need the integration up and running tomorrow.

                          Can you do it?”




 2004-05-06   An integration methodology based on the Enterprise Architecture   1
UK Academy for Information Systems 2004



 Lisbon
Portugal

           An integration methodology based on
                the Enterprise Architecture


                             Marta Guerra (mncg@netcabo.pt)
                           Miguel Pardal (mflpar@yahoo.co.uk)
                          Miguel Mira Silva (mms@dei.ist.utl.pt)

                                                 May 6th 2004
Overview


             • Organizational environment

             • Enterprise Architecture

             • Methodology

             • Conclusions

2004-05-06       An integration methodology based on the Enterprise Architecture   3
Organizational environment
• Adaptive Enterprise
     – Challenges from environmental changes

• Enterprise Application Integration
     – Share data between applications
     – Integration barriers
             • Technology
             • Syntax
             • Semantics
2004-05-06        An integration methodology based on the Enterprise Architecture   4
Steven Spewak (1993)

Enterprise Architecture                                              Enterprise Architecture Planning,
                                                                                   John Wiley & Sons




 2004-05-06   An integration methodology based on the Enterprise Architecture              5
Integration with Enterprise Architecture
                                                • Semantic context:
                                                       – Enterprise Architecture Data
                                                         dictionary

                                                • Organization, Management
                                                  and Technology
                                                  perspectives

                                                • People-centric approach

                                                • Consider future
                                                  developments and
                                                  organizational change
 2004-05-06   An integration methodology based on the Enterprise Architecture    6
Methodology phases




2004-05-06   An integration methodology based on the Enterprise Architecture   7
A – Problem definition




2004-05-06     An integration methodology based on the Enterprise Architecture   8
Integration problem
• Identify applications:
     – Integrated School Management System (ISMS)
     – Student Portfolios
     – Teacher portal


• Identify goal:
     – Assure coherent view of student data between
       Portfolios and ISMS
     – Login into Teacher portal using user name and
       password from ISMS

2004-05-06    An integration methodology based on the Enterprise Architecture   9
B – Applications analysis




2004-05-06      An integration methodology based on the Enterprise Architecture   10
Interview
   Application: Student Portfolios
   Stakeholders: Artur Ferreira da Silva (business); Mira da Silva (development)

   Meeting date: August 2003

   Application Goals: Portfolio are extra-curricula activities students perform to
        obtain credits. The application allows sign in, mechanisms for proposal
        aprovals, notifications by email and activities publishing.

   Users: DEI’s students and lecturers

   Technological Platform: Windows Platform - Microsoft .Net; SQL Server;

   Development history: August 2003 – product development;

   Suggested integrations: get students list from ISMS, submitt Portfolio information to
       ISMS, issue reports with student and lecturer data, validate user access in
       ISMS;

   Documentation received: database scripts and application source code

2004-05-06         An integration methodology based on the Enterprise Architecture         11
Data linking
Student Portfolios




      2004-05-06     An integration methodology based on the Enterprise Architecture   12
Student Portfolios
                     Functionality linking




        2004-05-06    An integration methodology based on the Enterprise Architecture   13
Application linking
Non-aligned items
Aligned items




2004-05-06            An integration methodology based on the Enterprise Architecture                 14
                                                                                        EA application linking
Semantic linking for other applications
• Integrated School                              • Teacher Portal
  Management System




   2004-05-06   An integration methodology based on the Enterprise Architecture   15
C – Specification




2004-05-06   An integration methodology based on the Enterprise Architecture   16
Specification perspectives
• ER-I – Entity-Relationship for Integration
     – Data model


• DFD-I – Data Flow Diagrams for Integration
     – Functional model




2004-05-06   An integration methodology based on the Enterprise Architecture   17
ER-I example




2004-05-06   An integration methodology based on the Enterprise Architecture   18
DFD-I example




2004-05-06   An integration methodology based on the Enterprise Architecture   19
Transformation
• Convert source schema instance to a target schema instance




2004-05-06   An integration methodology based on the Enterprise Architecture   20
D – Implementation




2004-05-06   An integration methodology based on the Enterprise Architecture   21
Implementation
 • Use specification schemas

 • Choose integration engine

 • Example: webMethods
      – Doctypes
      – Flows
      – Adapters
                                                           ...
2004-05-06   An integration methodology based on the Enterprise Architecture   22
Methodology phases




2004-05-06   An integration methodology based on the Enterprise Architecture   23
Integration scenario evaluation
•     Methodology proved beneficial in the following aspects:
       –   Deciding data and ownership by applications
       –   Detecting non-aligned functionalities
       –   Avoid many-to-many transformations using Enterprise Architecture data dictionary
       –   Graphical schemas for faster comparison of solutions and enhance communication
           between the project team


•     The integration scenario also revealed some limitations of the methodology:
       – Initial investment to develop an Enterprise Architecture
       – Some Enterprise Architecture assumptions can be hard to satisfy with reasonable costs
       – Commitment must be assured for critical issues such as availability of source code and
         realistic data for testing
       – Production applications may need to be modified to achieve better user-interface results


    2004-05-06          An integration methodology based on the Enterprise Architecture     24
Conclusions: main contributions
• Semantic framing with the Enterprise
  Architecture
     – Enterprise Architecture data dictionary
     – Make coherent integration decisions

• Effort proportional to problem size

• Long term vision, short term response
2004-05-06   An integration methodology based on the Enterprise Architecture   25
Conclusions: future work
• Apply methodology to integration scenarios
  from different industries with different
  needs and more data, processes and
  applications

• Adjust production applications according to
  Enterprise Architecture

2004-05-06      An integration methodology based on the Enterprise Architecture   26
Questions & Answers
                                 Managers are rarely trained to
                                 optimize the performance of the
                                 organization as a whole, and often are
                                 not given the means to do so (…)
                                 Enterprise systems must be guided by
                                 a shared vision of the objectives.


                                                     in Laudon & Laudon (2002)


              Thank you for your attention. More information on:
      http://mega.ist.utl.pt/~mflpar/integration/download.html 27
 2004-05-06     An integration methodology based on the Enterprise Architecture

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An integration methodology based on the Enterprise Architecture

  • 1. “We need the integration up and running tomorrow. Can you do it?” 2004-05-06 An integration methodology based on the Enterprise Architecture 1
  • 2. UK Academy for Information Systems 2004 Lisbon Portugal An integration methodology based on the Enterprise Architecture Marta Guerra (mncg@netcabo.pt) Miguel Pardal (mflpar@yahoo.co.uk) Miguel Mira Silva (mms@dei.ist.utl.pt) May 6th 2004
  • 3. Overview • Organizational environment • Enterprise Architecture • Methodology • Conclusions 2004-05-06 An integration methodology based on the Enterprise Architecture 3
  • 4. Organizational environment • Adaptive Enterprise – Challenges from environmental changes • Enterprise Application Integration – Share data between applications – Integration barriers • Technology • Syntax • Semantics 2004-05-06 An integration methodology based on the Enterprise Architecture 4
  • 5. Steven Spewak (1993) Enterprise Architecture Enterprise Architecture Planning, John Wiley & Sons 2004-05-06 An integration methodology based on the Enterprise Architecture 5
  • 6. Integration with Enterprise Architecture • Semantic context: – Enterprise Architecture Data dictionary • Organization, Management and Technology perspectives • People-centric approach • Consider future developments and organizational change 2004-05-06 An integration methodology based on the Enterprise Architecture 6
  • 7. Methodology phases 2004-05-06 An integration methodology based on the Enterprise Architecture 7
  • 8. A – Problem definition 2004-05-06 An integration methodology based on the Enterprise Architecture 8
  • 9. Integration problem • Identify applications: – Integrated School Management System (ISMS) – Student Portfolios – Teacher portal • Identify goal: – Assure coherent view of student data between Portfolios and ISMS – Login into Teacher portal using user name and password from ISMS 2004-05-06 An integration methodology based on the Enterprise Architecture 9
  • 10. B – Applications analysis 2004-05-06 An integration methodology based on the Enterprise Architecture 10
  • 11. Interview Application: Student Portfolios Stakeholders: Artur Ferreira da Silva (business); Mira da Silva (development) Meeting date: August 2003 Application Goals: Portfolio are extra-curricula activities students perform to obtain credits. The application allows sign in, mechanisms for proposal aprovals, notifications by email and activities publishing. Users: DEI’s students and lecturers Technological Platform: Windows Platform - Microsoft .Net; SQL Server; Development history: August 2003 – product development; Suggested integrations: get students list from ISMS, submitt Portfolio information to ISMS, issue reports with student and lecturer data, validate user access in ISMS; Documentation received: database scripts and application source code 2004-05-06 An integration methodology based on the Enterprise Architecture 11
  • 12. Data linking Student Portfolios 2004-05-06 An integration methodology based on the Enterprise Architecture 12
  • 13. Student Portfolios Functionality linking 2004-05-06 An integration methodology based on the Enterprise Architecture 13
  • 14. Application linking Non-aligned items Aligned items 2004-05-06 An integration methodology based on the Enterprise Architecture 14 EA application linking
  • 15. Semantic linking for other applications • Integrated School • Teacher Portal Management System 2004-05-06 An integration methodology based on the Enterprise Architecture 15
  • 16. C – Specification 2004-05-06 An integration methodology based on the Enterprise Architecture 16
  • 17. Specification perspectives • ER-I – Entity-Relationship for Integration – Data model • DFD-I – Data Flow Diagrams for Integration – Functional model 2004-05-06 An integration methodology based on the Enterprise Architecture 17
  • 18. ER-I example 2004-05-06 An integration methodology based on the Enterprise Architecture 18
  • 19. DFD-I example 2004-05-06 An integration methodology based on the Enterprise Architecture 19
  • 20. Transformation • Convert source schema instance to a target schema instance 2004-05-06 An integration methodology based on the Enterprise Architecture 20
  • 21. D – Implementation 2004-05-06 An integration methodology based on the Enterprise Architecture 21
  • 22. Implementation • Use specification schemas • Choose integration engine • Example: webMethods – Doctypes – Flows – Adapters ... 2004-05-06 An integration methodology based on the Enterprise Architecture 22
  • 23. Methodology phases 2004-05-06 An integration methodology based on the Enterprise Architecture 23
  • 24. Integration scenario evaluation • Methodology proved beneficial in the following aspects: – Deciding data and ownership by applications – Detecting non-aligned functionalities – Avoid many-to-many transformations using Enterprise Architecture data dictionary – Graphical schemas for faster comparison of solutions and enhance communication between the project team • The integration scenario also revealed some limitations of the methodology: – Initial investment to develop an Enterprise Architecture – Some Enterprise Architecture assumptions can be hard to satisfy with reasonable costs – Commitment must be assured for critical issues such as availability of source code and realistic data for testing – Production applications may need to be modified to achieve better user-interface results 2004-05-06 An integration methodology based on the Enterprise Architecture 24
  • 25. Conclusions: main contributions • Semantic framing with the Enterprise Architecture – Enterprise Architecture data dictionary – Make coherent integration decisions • Effort proportional to problem size • Long term vision, short term response 2004-05-06 An integration methodology based on the Enterprise Architecture 25
  • 26. Conclusions: future work • Apply methodology to integration scenarios from different industries with different needs and more data, processes and applications • Adjust production applications according to Enterprise Architecture 2004-05-06 An integration methodology based on the Enterprise Architecture 26
  • 27. Questions & Answers Managers are rarely trained to optimize the performance of the organization as a whole, and often are not given the means to do so (…) Enterprise systems must be guided by a shared vision of the objectives. in Laudon & Laudon (2002) Thank you for your attention. More information on: http://mega.ist.utl.pt/~mflpar/integration/download.html 27 2004-05-06 An integration methodology based on the Enterprise Architecture