The Fog of Experience

I still remember the early days when I first started out in tech. All answers were apparent and hardly was the ink dry on the request, and I was already delivering pieces of the solution. It was a kind of “Agile”; quick, and invariably, MVP. The success factors for me were essentially the functional aspects. Value was perceived from a tech perspective.

These days, so many answers are qualified, nuanced, and accompanied by caveats. Almost nothing is clear and certain. I have discovered that value is the prerogative of the customer, and he/she expresses it in subjective terms. However, the customer is often not the only important stakeholder, and one has to address all the concerns of key stakeholders to deliver a successful service. The matrix of concerns, constraints, opportunities, etc. is a hazy mesh that takes patience, knowledge, imagination and tact to navigate.

Oh, for the halcyon rookie days, of operating below the radar of key stakeholders, architectural governance, and budget holders! For certainty and technical purity, for the stream of tactical solutions, and the buzz/hit of seeing “it” work! I still remember one moment of amazement, when a visiting consultant pointed out to me that the collection of MVPs I had laboured over for the last two years was actually a mini ERP. Those were some memorable years, in London, Edinburgh and Southampton. It was a lot of adrenalin, noise, banter, late nights, early mornings, intense work and much fun.

I now work mainly in the integration & solution architect scopes, synthesising services from business, architectural and technical inputs. Constantly scanning for opportunities to drive innovation, efficiency and competitiveness, while also reducing complexity, cost and TTM. In addition to the requisite technical and business knowledge, my role involves tact++, listening++, politics, psychology, emotional intelligence, and social strategy. It is not a straight line, there are no easy answers, there is little fizz, and you do not enjoy a fiat in any context.

Neither do I ever deliver anything alone. I always work with others, no one works for me, but rather with me: hierarchies can oft-times be an impediment. I depend on others to implement, provide or revise funding, change scope, grant a dispensation, review a requirement, move a date, or compromise in one way or another, to advance the delivery of solutions, and value to our customers. Customers are the ones that pay for our activity, and it is key that we understand their perception of value in order to consistently deliver services that they are willing to pay for.

The customer is king! But KYC cannot always be gleaned from the organogram or reading through the requirements. What may be right for one customer with a tight and close market window might be an unacceptable hack for another. The solution that was gladly embraced by customer-A in Q3 of this financial year, when revenue was trending up, could be flatly rejected in Q1 when corrections reveal shortfalls. Over time, one does gain knowledge and one does build trust, and all this widens the scope of influence. However, with such a wide matrix of interdependencies, the role is always challenging and unpredictable.

All said and done, it is still very interesting and rewarding work. It is a journey of discovery, of self and others; of building relationships and trust; of learning from failures and successes; of growing in patience and perception, and of seeing the sometimes hard-to-perceive positive impact of changes one helped to nurture. And “Yes, it is a good life, ‘Henry’“.

Cloud Migration and Availability Index

Infrastructure Migration

The Cloud Transition

The Cloud may not be in-your-face.  But it is pervasive, and gradually taking over many aspects of our traditional IT systems. Companies are not yet making wholesale transitions from existing data-centres and on-premise assets to Cloud. However, when infrastructure reviews occur, whether to upgrade or add new resources, the Cloud beckons. Questions about total cost of ownership (TCO), scalability, time-to-market, etc will influence decision makers.  For each one of these, the Cloud offers a compelling alternative. It is likely that in the next two decades, only a few companies will still maintain their infrastructure on premise.

The Status Quo - On-premise Deployment Design
Let us assume then that ACME plc has made a decision. Business has been persuaded, either by hype or fundamentals, that the Cloud is the strategic target. Architectural leadership has been mobilised and a decision taken to draw up a roadmap for Cloud adoption. What next? In this article, we look at four primary considerations that architects must carefully examine when migrating to the Cloud. These are: sizing, failover, scaling and access. Everything else builds on the foundation that is synthesised from these four dimensions.

Sizing: What Specification of Infrastructure Should be Provisioned

Statistics are invaluable. Node sizing should be empathetic to existing use profile. It may be okay to guess at first, but it saves so much time to know in advance. For each Cloud instance, the node(s) provisioned should be selected to meet latency and throughput required to support 120% of anticipated production load. The sizing could be either singular or plural. Singular, as in one node with enough capacity to bear all load; or plural, i.e. a number of nodes that can, between them, satisfy demand. But the baseline should exceed the present need.

Resizing in the Cloud may be quick and easy, but the decision making might not be so. If in doubt, over-provision. It is easy to downsize later, and the organisation avoids the risk of loss of business due to performance or availability problems. Default sizing is simple, i.e. geography localised and singular. But there could be exceptional scenarios where geographic distribution must be combined with plural sizing. More about that later.

Failover: How is System Failure Mitigated

Given proper sizing, as above, the next dimension to consider is failure and recovery. If or when a properly sized machine fails; what happens next? Let’s take the simple approach first and we will revisit this later. There should be a distribution of node(s) across Cloud locations, so that the failure of one node does not result in service unavailability. Service recovery should occur in a different Cloud location. This reduces the likelihood of contagion from the original failure location while maintaining service continuity. An interesting aspect of failure management is implicit resilience, i.e. what measure of interuption can our infrastructure handle?

The complement of the nodes that provide a service across Cloud location(s) is a resource group. The group resilience is the count of simultaneous failures that can be managed while maintaining SLAs. The higher the count, the larger the number of nodes and Cloud locations involved. Resiliency has a price tag though. More machines (virtual) will multiply cost and increase the percentage of idle/redundant resources in the Cloud platform.

Scaling: How are Additional Resources Provisioned

As resource demand grows organically, or due to unexpected spikes, infrastructure should respond, automagically! Traditionally, scaling was a bureaucractic and technical journey. With Cloud, scaling is merely a change of configuration. Where singular sizing has been used, another node of the same size could be added. This is horizontal scaling. Adding more nodes to singular sized nodes would multiply capacity. It is linear, but there is no guarantee of commensurate increase in demand or resource usage. There is an alternative design that is more efficient: programmatic vertical scaling. A simple algorithm can be applied to automatically scale resources; up or down, by a fraction rather than a multiple.

Cloud platforms record a raft of events about the resources deployed. Customers can tap in to these events to scale in response to demand. On AWS, CloudWatch alarms can trigger a Lambda function, which in turn effects a rolling upgrade on EC2 nodes; upscaling node size before autoscaling. By leveraging statistics for baseline sizing and monitoring demand, we can guarantee day zero availability and decent response in infrastructure provisioning. Increasing capacity as demand grows and shrinking it if or when spikes even out.

Access: How do Clients Connect to Cloud Services

The fourth dimension is access. As on-premise, so also with Cloud. There is no value in having resources that are locked away from everyone and everything. Our clients need access to our Cloud based services, so also partners involved in our service chain. Unless we are migrating all at once, it is likely that we will also need access to some on-premise infrastructure. Our design must provide the access paths and levels, as well as the constraints that keep authorised clients within band and everyone else out. To achieve this we would use such facilities as the Virtual Private Network (VPN), the load balancer, firewalls and others. Beyond the basics of who’s in and who’s out though, there is a service that we must provide to clients and partners.

The key here is to be simple and unobtrusive; placing minimal burdens on clients, partners and our applications/services.

By default we would use load balancers to decouple clients from service providers. Cloud load-balancers spread requests among available service providers. They are not geography specific and simplify access and security for clients and service provider.  Our Cloud landscape is elegant and uncomplicated, with singular entry points for each service.  One consideration could however force radical change to this default: Geographic Affinity (GA).  Geographic affinity is a requirement to pin clients to a specific physical/geographical service provider.  It could be zonal or regional. GA is often driven by regulatory, localisation, performance or security concerns.

But some GA drivers can be conflicting. For example, performance (latency sensitive applications) might be a problem where localisation (regional) is required. Invariably, GA tilts our architecture towards plurality of nodes and complications in managing performance and synchronisation of state. Architects must balance, sometimes conflicting, needs to avoid creating virtual silos in the Cloud.

Cloud Deployment Design
Cloud Chaos

The Availability Index

So far we have been working forwards from an existing status quo to a target architecture. We have also adopted an exclusively technical perspective. What would be better is to take a business perspective. To approach our context top down. We should ask: what infrastructure is needed to support our business vision, now and into the near future? What level of availability is enough to provide service that exceeds client needs. In asking these questions, we encounter a new concept: “the Granularity of Perception”. This can be described as the number of microseconds, milliseconds, seconds, minutes, or more that impacts our service(s), as perceived by clients. Simply put: how slowly can we blink before our clients start to notice that our eyes have moved. As this number (granularity) increases, the required level of availability decreases. The table below provides a rough guide, with descriptions.

Availability Index Description
1 Cluster enabled, auto recovery, no fail 24×7, latency intolerant, high-frequency, geography affinity
3 Cluster enabled, auto recovery, no fail 24×7, latency intolerant, medium frequency
5 Cluster enabled, auto failover, business hours, latency tolerant, low frequency
7 Non clustered, manual failover, business hours, latency tolerant, low frequency

The goal of architects should be to design a Cloud platform that delivers a granularity that is finer than the perception of clients.  Using the table above as a guide, architects should play out scenarios with the service portfolio against each index.  Starting with the least to the highest.  Once the required availability index is determined, it should be relatively easy to identify the dimensions to support it.

Conclusion

As organisations embark on the journey of digital transformation, one early change is often Cloud adoption. This is because the Cloud provides a catalysing medium in which many solutions are easier and quicker to provision.  In moving from on-premise/data-centre resources to the Cloud, architects must resist the temptation to simply lift-and-shift.  Rather, the digital transformation journey should re-examine the fitness-for-purpose of existing solutions, platforms and infrastructure. There is a famous quote by Jack Welch, former CEO of General Electric. He said, If the rate of change on the outside exceeds the rate of change on the inside, then the end is near.. In a rapidly evolving globalised economy, business agility is becoming a precondition for survival.

The availability index is a simple, logical, technology-agnostic technique for conceptual reasoning about a Cloud landscape.  Determination of the availability index helps to reveal shared profiles for similar subsystems.  The profiles are logical and help estimate the resources required to support a genre of subsystem.  Each logical profile can then be mapped to specific Cloud infrastructure and captured as customisable templates.  The logical profiles provide architects with a starting point for solution designs.  The infrastructure templates serve as a baseline for DevOps teams.  Each artefact is likely to go through a number of evolutions.  However, it is vital that both views are kept in sync at all times.

Organisations that leverage this approach will see a marked improvement in the consistency of infrastructure designs.  Other benefits include faster turnaround of solutions, and systems that balance technical capability with business needs and aspirations. Architecture teams that leverage the availability index position their organisations for superior agility and competitiveness in the global economy.


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com

Factory Approach to Service Engineering – Preamble

Machine Keyboard Code

World of Perspectives

We all see the world from different perspectives, and the sum of perspectives help us to get a better/fuller understanding of our world.  In this article, we share a perspective on engineering services for business.  This perspective can be summarised as: Intelligent Laziness – strategies to achieve equal or better productivity with equal or less effort and minimal stress. To illustrate how we try to achieve this, we will use five metaphors:

  • Factory
  • Pattern
  • Framework
  • Process
  • Service

PowerPoint Summary: A Factory Approach to Service Engineering

The Factory – First Glance

When people think of factories, they imagine the primitive/simple product-focussed line that spews out large numbers of identical, low-value items.
http://www.verbolt.co.za/company-home.htm
But there is another perspective; the advanced/composite service-focussed systems that create a few bespoke high-value units to specific customers.
http://www.orangecountychoppers.com/
There are similarities, in that both are repetitive and they both transform inputs to outputs. But there are significant differences too.  The primitive factory involves lower risk, and less complexity whilst the advanced factory multiplies risk due to composition and customisation.  There is a direct relationship between value and complexity, and it is often the case that the advanced factory uses outputs from primitive factories.

But factories occur in software engineering too, and the underlying principles apply here too.  Whereas it is common to talk of dichotomy in software engineering: is it a science or an art?  Software factories do not suffer such ambiguity.  For every factory, whether hardware or software, two principles always apply:

  • The outcomes are predictable
  • The process is repetitive

Careful study of any system reveals re-occurring things/trends the production of which can be achieved with the factory principles.  This is equally true in a McDonalds restaurant as in a Rolls-Royce workshop. This is also true in software engineering, especially service engineering.

The Pattern

The re-occuring things/trends in a factory are patterns.  The predictability of the output of a factory and the fidelity of repetition depend on patterns.  Patterns are fundamental to factories.  In a factory, there is a need to understand what is to be produced and the patterns that are involved in its production.  Each pattern is a kind of template.  Given certain input and application of the template, a given output is guaranteed.  A factory is likely to involve mastery of one or more patterns, depending on the type of factory.  Fewer patterns generally reflect superior understanding of the problem domain.  However, some patterns go through special evolution (exaptation) and could become the focus of a factory in their own right.

The Framework

The collection of patterns required to create a given output can be described as a framework.  A good analogy is a box of Lego.  It is a composite of patterns, which can be put together to create the structure illustrated on the box/packaging.  The framework identifies all requisite patterns for a given output, and usually in a given technical/business context.  Each pattern in a framework form synergies and are known to be beneficial in the specified context; examples of frameworks include building regulations (hardware) or Oracle AIA (software).

The Process

Of course having all the pieces of a Lego is insufficient to construct the picture on the box.  The process elevates the framework from static to dynamic.  The process describes how the patterns in a framework are to be sequenced and aggregated in a way that delivers synergy and the best output.  The framework is a snapshot, whereas the process describes a flow from conception to completion.  For business services, the process is the first point where IT and business meet.  The process shows how value can be created while hiding (abstracting) the taxonomy/ontology of patterns and the framework(s) employed.

How does all of this come together, especially in our daily lives as software engineers serving businesses?  And how does this help our clients (the business) better compete?  Join me in the next instalment where I will be looking at the benefits, business connection, and potential future impact.


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 793 920 3120

Factory Approach to Service Engineering – Business

Business Service Factory

From Technology to Business

In a previous article, I looked at how some metaphors can be used to understand the engineering of software (services).  Of the five listed below, I introduced the first four.

  • Factory
  • Pattern
  • Framework
  • Process
  • Service

The first three have a clear technical focus; the fourth is a gateway between the technical world and the business world.  The fifth though is where the business focus becomes paramount.

IT is an enabler – no one invests in technology for itself, rather it is for what IT can do for business.  The service is the business perspective on the process.  It focusses on how all those patterns and frameworks abstracted within those processes can be put to work for business. But even business is not without patterns!  Every business operates in a sector, and belongs to a genre.  For every business genre, there are certain must-have competencies common to all participants, as well as some differentiators that are peculiar to some players.  The build up from our patterns to the processes must be honed to effectively serve out clients; the business, who themselves have clients: the buck-paying end-users.

 

The Service as Business Nexus

The reliability, efficiency and quality of our technical processes must feed into our business clients and aid their agility.  A business that is supported by factories at different levels (pattern, framework, process) is more able to adapt to a changing environment.  Such businesses are able to recombine solutions at different levels of granularity to address emerging needs.
It is vital to make a distinction between software-engineering per se and service-engineering.  At the different levels of the vertical hierarchy of software, there are factories that have no alignment to any business whatsoever.  They are simply technology enablers.  The focus here is on services, i.e. software that is “client” driven.  In a Service Oriented Architecture (SOA) there is an intrinsic/instinctive alignment to business.  I go even further to speak of a “fundamentalist SOA“, characterised by the following principles:

  • Build Best
  • Owner-Agnostic
  • Interdependent Services
  • Service Ontology
  • Attritional Evolution

We should build on Steven Covey’s (The 7 habits of highly effective people) principle of interdependence and Steven Johnson’s (Where good ideas come from) ideas of next-adjacent, serendipity and exaptation.  Everyone should not build everything.  No one should build just for themselves.  But let every output be seen as a target (service) for the genre or sector/industry rather than the department or the company.

There are significant benefits to this mindset:

  • Cheaper solutions: due to successful scaling of a few best patterns
  • Easier, Faster: due to extreme specialisation of the most successful patterns
  • Simpler Maintenance: due to deep understanding of the pathology of the patterns
  • Fewer Faults, Quicker Fixes: due to clear modularity/decomposition of the patterns
  • Better Scalability: due to to built-in fundamental qualities of patterns
  • More/Better Output: as patterns are re-composed at higher levels of abstraction

But these kind of solutions are themselves products of a new learning.  This learning is focussed on the core nature of the problem rather than its specifics.  It is meta-learning that looks for patterns in the problem domain and then maps each to a resolver in the solution domain.  This Weltanschauung delivers, and it is an enabler for federation of output as seen in open-source software.  It is a value well demonstrated in Amazon Web Services.  Without this mindset, corporations like YouTube or DropBox would not have gotten off the ground.  With it, the evolution of novice to expert is more likely to be successful and the duration of the transform is more predictable and much shorter.  One expects that all this would also produce more of Jeff Bezos “work-life harmony” for those involved.  As well as better and cheaper output for those buck-paying clients, at all levels!

Plus ça change … ?

Computers know nothing! Deep-blue would not know how to crawl out of a pond if it fell into one. But we can teach it to.  We communicate with machines through patterns; the patterns represent an abstraction of our language and knowledge.  The patterns help us to teach machines, and thereupon to delegate to them.  Better abstraction means we can get more out of the machines. The patterns are our bridge to the nebulous machine world.

Increasing the variety and the speed at which we add abstractions will hasten the metamorphosis of ideas to reality.  Each one extends our metaphorical bridge; from the machine end to the human end.  As we do so, alterations to our present reality will emerge ever faster, as our most abstract ideas and desires are projected across bridge of abstraction into new and tangible experiences.  The foundation of all this is and will be unavoidably linked to those principles that we started with earlier: the factory, pattern, framework, process, and service.
That is my (view point) perspective.

Good day and God bless.


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 793 920 3120

The Fundamentalist SOA

Rhema-Bytes: The Fundamentalist SOA

Fundamentalism in SOA is to see everything as a service. Raise this thinking to the strategic level and one starts to ask questions of services, such as: “is this a core competence”, and “do we provide it as effectively as others”.

At the technological level, the questions that come to mind are: “do we understand the business requirement correctly”, “have we properly decomposed the requirements into functional units”, and “do we have generic patterns that can be used to implement a solution for each functional unit”.

The end game, in my humble opinion, of this fundamentalist SOA is to have synthesised an abstraction of one’s business context and provided genericised implementations for every functional aspect that is amenable to automation. At this point, IS/IT would have created a platform that delivers the business in a “label” agnostic engine, and this engine could be optimised by trimming off those units that are better/cheaper provided by outsiders.

This SOA enables business by providing a performant platform for delivering services to clients, and the opportunity to outsouce non-core-competencies and inefficient implementations.


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 [0] 793 920 3120

Rhema Bytes: The Business to SOA Nexus

I have a little confession to make, one of many; it is that I maintain a simplistic view of business. In my simple view, a business starts as an idea or vision, depending on your Weltanschauung, and this idea articulates some value (services or products) that the business will provide to the community – Business (B) or Consumer (C).  It is vital to mention that “service” in this context is an abstraction and has nothing to do with technology.  These services will often require some input, manipulation and output, which will be conducted by humans together with some machinery. The complement of input, manipulation and output, when formalised is sometimes referred to as a standard operating procedure (SOP) or process.

Now for the nexus…
For the business idea/vision to become a reality, there will need to be some transformations in the real world.  These transformations will start from nothing, and incrementally deliver concrete things that advance the business towards the realisation of the vision.  Each transformation is realised by way of projects, and the projects may identify some opportunities for automation of the SOPs/processes mentioned above. Automation of an SOP would be by way of implementation as one or more technological services.

The SOA for me therefore should include a focus on this initial vision and how it filters down through the transformation programmes and/or projects, down to the individual services, as well as the portfolio/complement of all services that serve the business. My simplistic view is that there is a minimum set of core technological services that are needed to support a particular genre of business. That this magic complement can be expressed in a generic form that is not tied to the name/identity of the business that it serves.

To achieve this, the SOA perspective needs to be different: services should be conceptualised with the perspective of an agnostic/outsider. The architect should try to see themselves as a third party providing that service to businesses in general and not to the organisation in particular. This perspective should also be broad enough to identify services that are best factored out, and those that can be profitably re-packaged into a higher value offering.

The end goal being the discovery and clear articulation of the magic complement of services that supports the parent business. However, a delightful side-effect should be the realisation of a platform that can, in part or whole, serve other businesses of the same genre or in the same sector. I am of the opinion, simplistic I agree, that often we are too timid or parochial in our view of solutions. There are not so many unique reference architectures out there, and in the same sector one will encounter so many different implementations even among very similar businesses. I believe we can do better.


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 [0] 793 920 3120

Factory Approach to Service Engineering

Service Factory

Rhema Bytes: A Factory Approach to Service Engineering

Service Factory
Service factory abstraction

When most people think of a factory, the imagery that is conjured is one of mindless repetition, and the generation of large numbers of low-value items. A good example is a nut & bolt factory. In this world, value accrues to the investors from the little profit made on each one of the millions, or billions, of items.

This does not tell the full story of factories. There is another view that most of us do not readily think of. I call this genre, a compositing factory. Good examples are found in the many custom bike shops found across the USA. Many of who arrange engines from Harley Davidson, and kit from other suppliers, into dream-machines especially tailored for their high-end clients.

Both perspectives have one thing in common. In real life, there are the designers that articulate a general template of the “thing”. And there will be the producers that directly replicate the template, or customise it before replication.  The nut & bolt represents the former (direct-replication), while the custom bike shop illustrates the latter (customised-replication). There are templates and meta-templates for both bike and nut. The nut template will be driven by permutations on materials, size and strength, whereas the bike template is a composition of an engine, frame, gears, tyres and some other bits.

In SOA architecture and design, we are also concerned with templates (ABB and SBB in TOGAF). Our templates are sometimes abstract, sometimes concrete, sometimes composite, sometimes atomic. Whether as a reference architecture, or a component design, the focus is on a template that solves a generic problem. However, most of the time, these templates are not to be replicated verbatim. Their value is almost always realised in some composition or aggregative context. Some intelligence in application being sine qua non.

For any enterprise, there will be a minimal set of services that must be realised for the organisation to be a meaningful participant in its sector. In addition to these core services, there are others that help to differentiate the organisation. These can be regarded as the macro templates. At the micro level, we find that each genre of service must complete certain tasks in order to deliver meaningful value to clients. Once again there could be differentiation by way of order, algorithm or complement, but by and by there will be a minimal set of tasks, that all must do.

If we apply the mindset of the custom bike shop to our architecture practise, we should see quite a few tools in-house that we can use/reuse. Some that can be bought, and a few that we need to fabricate. I have found that while many enterprises adopt the “reuse-buy-build, respectively” principle, not all evaluate the comparative costs of these options before making a decision. The consequence is that build, and buy, usually outnumber reuse in most organisations. In the cases where there is reuse, existing services are rendered functionally ambiguous to cater for slightly different use cases.

In a previous article, “Rhema Bytes: The Business to SOA Nexus”, it was argued that architecture should seek to create a platform of agnostic services that are well suited to serving the genre of an organisation, rather than the organisation specifically. If one were to decompose an enterprise, top-down, it should be somewhat easier to identify functionality at its most granular level. Top-down decomposition helps identify functionality at the highest level of abstraction. The analysis of each granular functional unit can help determine the comparative value of reusing, building or buying services that provide the required competence.

So, for a new business initiative that delivers services X, Y. and Z. We could ask if there is a Harley Davidson engine that fulfills that X, a Volvo axle (Y1), Saab transmission (Y2), and Toyota electrics (Y3) that deliver Y, and if a component Z5a is truly unique, or needs to be built, alongside Z1..Z3, and Z4c that do not already exist in our catalogue.

Each service, whether bought, built, or reused, is then properly catalogued as to the value it provides, its comparative costing, and what contexts it is to be used in. Such a compendium, built over time, makes it much easier to assemble solutions. Every installment of this approach makes the next assembly simpler and quicker. This is because most unique use cases/scenarios are covered off in the early solutions, and subsequent projects will reveal fewer unseen scenarios.

A lasting benefit of this mindset is that federation and outsourcing is made that much easier, since the templates for the product/service or its composition are predetermined. This means that production and assembly can be separated, and the build and testing are more effectively decoupled. In a previous article, “Rhema Bytes: SOA Services Abstraction” one such model for templating service genres in a SOA is explored. Combining this mindset with the pieces identified in that article should result in a flexible, nimble and responsive “service factory”.

Presentation: AFactoryApproachToServiceEngineering.ppt

Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 [0] 793 920 3120

SOA Services Abstraction

There are many ways to conceptualise SOA services within an enterprise, and there are many ways to organise the implementation units. Here is an illustration of the SOA services architecture of a recent client. I think it is a tidy model, but as in my recent post on governance, “Rhema Bytes: Governance a Rope that Holds Development to Architecture?”, one must bear in mind that a model is only as good as its implementation. Furthermore, every model needs evolution and in the medium term, managing constructive change can be difficult, or disastrous. The devil is in the detail.

What is described here is a high-level view of a canonicalisation context, and it is very similar to Oracle’s AIA. The basic idea is simple. Having disparate clients and partners, a business needs to expose a platform of services, with the minimal set of technologies, components and patterns. The aim is to deliver the fewest generic patterns required to manage the boundary, and the implementation of internal functions. Whatever the design or model, every day use will throw up issues that require consideration. Not everything will fit any model. There will be calls for a dispensation for non-compliance, temporary exemption and technical debt; or changes to the model where inadequacies or incongruences are discovered.

It is useful to reference the post, “Rhema Bytes: The Business to SOA Nexus”, where the discussion was on core services that a business offers, and the automated processes that realise those services. To recap, the post identified business processes as a key focus of IT, and their implementation as the automation of business services. These automated business processes (BP) are the primary targets for the clients of the eBusiness. Most other services will normally be subsumed within the lifecycle of these business processes – with some exceptions. The BP is at the top level of the abstraction model under discussion here.

The diagram below provides an overview, with some AIA mappings:
SOA Zones with AIA Mappings

The genres of service shown in the diagram are described below:
BP – Business Processes (composite, long-running, process-centric, use cases)
Facilitates integration with core services and business, but is never accessed directly
Groupings: Process, Utility
AIA Equivalent: CBP, EBF
GS – Generic Services (composite or atomic, use cases)
Primary path into the enterprise for partners and integrators
This is an intermediation layer that decouples the enterprise from external systems
Types: Atomic, Composite
Groupings: Process, Data, Utility
AIA Equivalent: EBS, EBF
PS – Primitive Services (atomic use cases)
The only route outwards from enterprise
Secondary path into the enterprise – in addition to the GS
Types: Wrapper (BP), Adapter (GS), Mediator (partners), Facade (internal apps)
Groupings: Process, Data, Utility
AIA Equivalent: ABCS

BPs are the typical target for end users, especially human clients. However, there are exceptions, e.g. utility services, where a simple or business-agnostic use case delivers some value. Another example is for system integrators that compose existing services into new mashups. In such scenarios, it would be superfluous to add the overhead of a process. A BP must not be directly accessed by a partner. That would represent an unacceptable level of coupling between the enterprise and partner systems. Instead, BPs are accessed through an intermediary service; the details of that kind will follow in short order.

Partners that are involved in the value/supply chain may find it expedient to integrate directly with lower level services. In this case, the generic services (GS). This à la carte access is a complement to the prix fixe integration at the BP layer that is available to B2C and other clients. This option is of particular benefit where there are incongruences between internal order of tasks in equivalent processes.

Generic services (GS) are the default intermediation layer. GSs aggregate lower level services into functional components (data/process/utility), and serve as a facade for all underlying service units. GSs stand between the enterprise and partner systems and also decouple services internally. A GS will provide services to BPs and peer GSs from other groupings. A GS can be atomic or composite, depending on the number of lower level services that are involved in its value chain.

At the lowest level are the primitive services (PS). These are the gateway to the outside world. There is only one way out for requests emanating from the enterprise, and that is through the PS. The PS is the canonicalisation frontier for the enterprise; all, or most, mediation occurs here, be it data, protocol, security, transport, etc. Like the ABCS in AIA, PSs will convert from an application-specific schema to the canonical schema using custom EBM/EBO equivalents. The PS is also similar to the ABCS in that it normally routes requests to other services through the GS above it.

Partner (client) systems do not normally integrate inwards via a PS. Instead requests should are routed to the canonical GS layer. In most cases, this rule is good, but there are exceptions, due to significant differences between the types of PSs:
PSM – the default; this is a general purpose mediator to a partner system
PSF – a facade; this is wrapper around an internally developed application
PSA – an adapter; this facilitates a partner to access a service in a non-standard way
PSW – a wrapper; this simply puts a thin, non-active, decoupling layer over a BP

While the great majority of integration scenarios will be covered by the PSM variant, the other three break the rule. Either because they introduce a secondary PS layer (PS-to-PS) or that they facilitate access to the enterprise directly – (PS-to-BP), (PS-to-App).

SOA Services Abstraction Sequence Diagram - Requester

The model is similar to Oracle’s AIA, but there are a few differences. Incoming requests go through a generic interface, rather than an application-specific interface, as this cuts down the number of services – see exceptions above. Also, a request to a BP only goes through canonicalisation in a PS before it is directly passed on to the BP. Another difference is in the schema design; this model uses lightweight, flatter EBOs and very strict EBMs that constrain data domains. The end result though is the same, although each approach has its strengths and weaknesses.

SOA Services Abstraction Sequence Diagram - Provider

These service genres have clear functions which are not elaborated here, and there are preferred technologies for realising each one. The characteristics of the interface of each genre and the interaction patterns between genres are also largely predetermined.

In another article, “Rhema Bytes: A Factory Approach to Service Engineering”, the velocity and efficiency gains of automation is examined. This model is useful as a basis for creating templates or a factory for concrete building blocks. Each template is preconfigured with defaults for all the functional aspects of its type/class, and can be easily configured by developers to fit specific use cases. This has great value, especially for dispersed teams; it gets the horse to the river, quickly and easily. Of course the next challenge is to get it to drink 🙂 But that is a tale for another day!


Oyewole, Olanrewaju J (Mr.)
Internet Technologies Ltd.
lanre@net-technologies.com
www.net-technologies.com
Mobile: +44 [0] 793 920 3120