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SOA Brings New Opportunities to Data Management DAMA International Symposium San Diego, March 2008 Richard Veryard
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Key themes of this presentation 
 ,[object Object],agility Model-Driven Architecture interoperability Need for  Semantic Precision Loose Coupling + economics of scale Database Administration Data Security Management Data Architecture, Analysis & Design  Metadata Management Data Warehousing & Business Intelligence Reference & Master Data Management Data Quality Improvement Unstructured Data  Management Data Stewardship, Strategy & Governance
The origins of SOA 
 Computing Modular programming Model-based development Object Orientation Software Components Networks Internet WWW Open Systems Open Distributed Processing Net-Centricity System-of- Systems Engineering SOA Web Services Enterprise Mash-Ups ESB & Grid Software As A Service Business Long Tail Mass Customization Business As A Platform Outsourcing Loosely Coupled Organization Enterprise Federation agility interoperability economics of scale
SOA Vision – Flexible, Federated Business Processes Service Service Service Service Service Payment Inventory Manufacturing Logistics Ordering Resource Resource Resource Ticket Sales Service Service Ticket Collection Service Service Service Availability federation reuse flexibility aggregation
The Service-Based Business (SBB) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Evolution or revolution ??? ,[object Object],agility interoperability + economics of scale Model-Driven Architecture Need for  Semantic Precision Loose Coupling Database Administration Data Security Management Data Architecture, Analysis & Design  Metadata Management Data Warehousing & Business Intelligence Reference & Master Data Management Data Quality Improvement Unstructured Data  Management Data Stewardship, Strategy & Governance
from complex world 
 to simple schema

  via abstraction generalization aggregation classification

  via abstraction generalization aggregation classification HOTEL MOTEL ACCOMMODATION MEAL TICKET TRAVEL & SUBSISTENCE CHARGING POLICY TAXATION RULE EXPENSE ITEM
abstraction equals attenuation but sometimes 
 less reach less richness less agility less assurance
generalization A picture is worth a thousand words. A word is worth a  thousand pictures. VEHICLE
different people generalize differently but sometimes 
 Jack and Jill 
 
  went up the hill 
 
  to fetch a pail of water
“ lumpers” see similarities ,[object Object],[object Object],“ Jack and Jill are essentially the same, and belong to the same type.”
“ splitters” focus on differences ,[object Object],[object Object],“ There are important differences between Jack and Jill, so they belong to different types.”
Who is right - lumper or splitter? OR AND
What if lumper and splitter are both right? PATIENT PERSON is-a PATIENT PERSON PERSON PATIENT TREATMENT Subtypes and Inheritance various notations PARTY
Decoupling Abstraction Layers PATIENT PERSON TREATMENT Splitter Model Lumper Model
Decoupled Services PATIENT PERSON TREATMENT Medical Services ANIMAL Other Services Other Services *
Decoupled Identity, Security, Privacy, Context CRIMINAL PERSON CRIME Justice Services NATIONAL THREAT Other Services Homeland Security *
Business Services rest on Underlying Services - e.g Identity and Context Identity Services Underlying Services Core Business Services Context Services Customer Product User-Centric Identity Identity Metasystem Identity 2.0 CardSpace Higgins YADIS SXIP
Identity and Identifier PERSON Business Identifier PERSON PERSONAL IDENTIFIER PASSPORT DRIVING LICENCE CREDIT CARD 
 *
User-Centric Identity Consumer Service Provider Identity Services Identity Data Business Services Consumer Service Provider Identity Services Identity Data Business Services Service Provider Business Services
So who is the Identity Service Provider? Consumer Service Provider Identity Services Identity Data Business Services Service Provider Business Services Credit Card Company? Telephone Company? Google Yahoo Microsoft? National / Local Government?
security and compliance Data as Liability Data as Asset
Business Services rest on Underlying Services - e.g Identity and Context Identity Services Underlying Services Core Business Services Context Services Customer Product Differentiated Service Situation Awareness
situation awareness Differentiated Service One-Size Fits All
Pay As You Drive Variable Insurance Fixed Insurance
Decoupling WHAT from HOW ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

  information gets more complex  in a net-centric world 
 more reach more richness more agility more assurance
NCW Maturity Model Traditional Self-Synchronization Collaboration Organic Sources Information Sharing Shared Awareness Developing Situational Awareness Command and Control 0 1 2 3 4 source: Power to the Edge (Alberts & Hayes, DoD CCRP, 2003)
Example of net-centric information Supply chain visibility Materiel Distribution Information Distribution Knowledge & Intelligence 1 Historical Asset Visibility Shipment last recorded 2 Current Asset Visibility Shipment right now 3 Predictive Asset Visibility Expected arrival 4 Process Visibility Current state of process 5 Information Visibility Reliability of information 6 Knowledge Visibility Show me your reasoning Past Shipment Present Shipment Future Shipment 1 2 3 4 5 6
Another key semantic question 
 HOW MANY? BANK “ Jack and Jill have a joint checking account, so we regard them as a single instance of CUSTOMER.” HOSPITAL “ Every time Jack is admitted to hospital, we start a new patient record.” LIBRARY “ When Jill was a student, she had a student card. Now she is a member of staff, she is registered through a completely different system.”
How many books? ,[object Object],[object Object],[object Object],[object Object]
Different Use of Same System / Service Legacy System Sales Prospect Prospect’s secretary Sales Exec 1 Sales Prospect and secretary is another Sales Prospect Sales Exec 2 Sales Prospect System Designer
Semantic Alignment Heterogeneous Service Composition Composition mySAP Wrapped Legacy Mashup eBay SalesForce GoogleMap
Semantic Generalization CUSTOMER Identity Rule CUSTOMER IDENTITY POLICY Membership Rule MEMBERSHIP POLICY
Making the Data Model more flexible ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],From the Strong to the Weak Post Before Processing
Semantic Precision ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
≈ knowledge ≈ data ≈ information Location Route Shipment Core Business Services Planning Deployment Distribution Problem-Solving Process Services Automated Reasoning Capability Manifesting Service ERP capability Routing and Rating Service Capability Services Identity & Security Services Geospatial Services Collaboration Services Utility Services COTS Underlying Services Text file Database Portal Warehouse Data Mart Heterogeneous Data Sources Metadata Repository Registry Metadata Storage Translation & Mapping Services Text access Database access Portal access Warehouse access Data Mart access Data Integration Services
Understanding Business Semantics Business Semantic Model Business Type Model Business Information Needs Resource-Based Services Information Schemas Document & Message Schemas Interface & Storage Schemas Enquiry-Based Services Services Business Capability Model
Semantic Modeling feeds Service Planning Company Accounts and other documents Business Concept Model Business Type Model Customer Relationship <<concept>> Customer <<type>> Semantic Modeling Business Semantics Service View (for a Domain) Customers Service <<service>> <<domain>> Customer Management Business Domain  Definitions Identify (Core Business)  Services & Dependencies high-level  model detailed domain model Identify Business Domains Service Portfolio Planning
How does EA accommodate SOA? WHAT HOW WHERE WHO WHEN WHY FOR WHOM? Zachman TOGAF DODAF MODAF Single Business System Model (Logical) Service Interoperability Single Service Business Collaboration Enterprise Model (Conceptual)
How does the DMBOK accommodate SOA? ,[object Object],[object Object],[object Object],[object Object],Database Administration Data Security Management Data Architecture, Analysis & Design  Metadata Management Data Warehousing & Business Intelligence Reference & Master Data Management Data Quality Improvement Unstructured Data  Management Data Stewardship, Strategy & Governance
What data architects need to do to accommodate SOA 
 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

  the story continues 
 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Subscribe January 2008
Independent Guidance for Service Architecture and Engineering  www.cbdiforum.com www.everware-cbdi.com

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SOA for Data Management

  • 1. SOA Brings New Opportunities to Data Management DAMA International Symposium San Diego, March 2008 Richard Veryard
  • 2.
  • 3.
  • 4. The origins of SOA 
 Computing Modular programming Model-based development Object Orientation Software Components Networks Internet WWW Open Systems Open Distributed Processing Net-Centricity System-of- Systems Engineering SOA Web Services Enterprise Mash-Ups ESB & Grid Software As A Service Business Long Tail Mass Customization Business As A Platform Outsourcing Loosely Coupled Organization Enterprise Federation agility interoperability economics of scale
  • 5. SOA Vision – Flexible, Federated Business Processes Service Service Service Service Service Payment Inventory Manufacturing Logistics Ordering Resource Resource Resource Ticket Sales Service Service Ticket Collection Service Service Service Availability federation reuse flexibility aggregation
  • 6.
  • 7.
  • 8. from complex world 
 to simple schema
  • 9. 
 via abstraction generalization aggregation classification
  • 10. 
 via abstraction generalization aggregation classification HOTEL MOTEL ACCOMMODATION MEAL TICKET TRAVEL & SUBSISTENCE CHARGING POLICY TAXATION RULE EXPENSE ITEM
  • 11. abstraction equals attenuation but sometimes 
 less reach less richness less agility less assurance
  • 12. generalization A picture is worth a thousand words. A word is worth a thousand pictures. VEHICLE
  • 13. different people generalize differently but sometimes 
 Jack and Jill 
 
 went up the hill 
 
 to fetch a pail of water
  • 14.
  • 15.
  • 16. Who is right - lumper or splitter? OR AND
  • 17. What if lumper and splitter are both right? PATIENT PERSON is-a PATIENT PERSON PERSON PATIENT TREATMENT Subtypes and Inheritance various notations PARTY
  • 18. Decoupling Abstraction Layers PATIENT PERSON TREATMENT Splitter Model Lumper Model
  • 19. Decoupled Services PATIENT PERSON TREATMENT Medical Services ANIMAL Other Services Other Services *
  • 20. Decoupled Identity, Security, Privacy, Context CRIMINAL PERSON CRIME Justice Services NATIONAL THREAT Other Services Homeland Security *
  • 21. Business Services rest on Underlying Services - e.g Identity and Context Identity Services Underlying Services Core Business Services Context Services Customer Product User-Centric Identity Identity Metasystem Identity 2.0 CardSpace Higgins YADIS SXIP
  • 22. Identity and Identifier PERSON Business Identifier PERSON PERSONAL IDENTIFIER PASSPORT DRIVING LICENCE CREDIT CARD 
 *
  • 23. User-Centric Identity Consumer Service Provider Identity Services Identity Data Business Services Consumer Service Provider Identity Services Identity Data Business Services Service Provider Business Services
  • 24. So who is the Identity Service Provider? Consumer Service Provider Identity Services Identity Data Business Services Service Provider Business Services Credit Card Company? Telephone Company? Google Yahoo Microsoft? National / Local Government?
  • 25. security and compliance Data as Liability Data as Asset
  • 26. Business Services rest on Underlying Services - e.g Identity and Context Identity Services Underlying Services Core Business Services Context Services Customer Product Differentiated Service Situation Awareness
  • 27. situation awareness Differentiated Service One-Size Fits All
  • 28. Pay As You Drive Variable Insurance Fixed Insurance
  • 29.
  • 30. 
 information gets more complex in a net-centric world 
 more reach more richness more agility more assurance
  • 31. NCW Maturity Model Traditional Self-Synchronization Collaboration Organic Sources Information Sharing Shared Awareness Developing Situational Awareness Command and Control 0 1 2 3 4 source: Power to the Edge (Alberts & Hayes, DoD CCRP, 2003)
  • 32. Example of net-centric information Supply chain visibility Materiel Distribution Information Distribution Knowledge & Intelligence 1 Historical Asset Visibility Shipment last recorded 2 Current Asset Visibility Shipment right now 3 Predictive Asset Visibility Expected arrival 4 Process Visibility Current state of process 5 Information Visibility Reliability of information 6 Knowledge Visibility Show me your reasoning Past Shipment Present Shipment Future Shipment 1 2 3 4 5 6
  • 33. Another key semantic question 
 HOW MANY? BANK “ Jack and Jill have a joint checking account, so we regard them as a single instance of CUSTOMER.” HOSPITAL “ Every time Jack is admitted to hospital, we start a new patient record.” LIBRARY “ When Jill was a student, she had a student card. Now she is a member of staff, she is registered through a completely different system.”
  • 34.
  • 35. Different Use of Same System / Service Legacy System Sales Prospect Prospect’s secretary Sales Exec 1 Sales Prospect and secretary is another Sales Prospect Sales Exec 2 Sales Prospect System Designer
  • 36. Semantic Alignment Heterogeneous Service Composition Composition mySAP Wrapped Legacy Mashup eBay SalesForce GoogleMap
  • 37. Semantic Generalization CUSTOMER Identity Rule CUSTOMER IDENTITY POLICY Membership Rule MEMBERSHIP POLICY
  • 38.
  • 39.
  • 40. ≈ knowledge ≈ data ≈ information Location Route Shipment Core Business Services Planning Deployment Distribution Problem-Solving Process Services Automated Reasoning Capability Manifesting Service ERP capability Routing and Rating Service Capability Services Identity & Security Services Geospatial Services Collaboration Services Utility Services COTS Underlying Services Text file Database Portal Warehouse Data Mart Heterogeneous Data Sources Metadata Repository Registry Metadata Storage Translation & Mapping Services Text access Database access Portal access Warehouse access Data Mart access Data Integration Services
  • 41. Understanding Business Semantics Business Semantic Model Business Type Model Business Information Needs Resource-Based Services Information Schemas Document & Message Schemas Interface & Storage Schemas Enquiry-Based Services Services Business Capability Model
  • 42. Semantic Modeling feeds Service Planning Company Accounts and other documents Business Concept Model Business Type Model Customer Relationship <<concept>> Customer <<type>> Semantic Modeling Business Semantics Service View (for a Domain) Customers Service <<service>> <<domain>> Customer Management Business Domain Definitions Identify (Core Business) Services & Dependencies high-level model detailed domain model Identify Business Domains Service Portfolio Planning
  • 43. How does EA accommodate SOA? WHAT HOW WHERE WHO WHEN WHY FOR WHOM? Zachman TOGAF DODAF MODAF Single Business System Model (Logical) Service Interoperability Single Service Business Collaboration Enterprise Model (Conceptual)
  • 44.
  • 45.
  • 46.
  • 47. Independent Guidance for Service Architecture and Engineering www.cbdiforum.com www.everware-cbdi.com