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Your Matrix integration toolset: hooking up your business systems
 

Your Matrix integration toolset: hooking up your business systems

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Tom Shand of Squiz New Zealand...

Tom Shand of Squiz New Zealand

From the Squiz 2011 New Zealand User Conference

‘Online’ is increasingly the default expectation for finding corporate information and conducting business. Yet the reality for most organizations, is that information is still silo’d away in non-communicative repositories, and business processes are far from seamless online or off. Fortunately, Squiz Matrix can help.

In addition to being an enterprise web content management system (CMS), Squiz Matrix is a powerful business integration engine, with a range of tools to connect up to your databases and applications.

In this session, Squiz NZ Senior Technical Consultant Tom Shand will overview Matrix’s business integration toolset, and provide some guidance about choosing the right tool for the job, key integration concepts, getting your integration project off to a great start, and some recent integration examples.

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  • Personal IntroductionName is Tom ShandWorked out of the UK for 3 Years, in our UK OfficeInitially worked as implementer, then as a technical consultant, providing technical solutions to our clients
  • We worked for a number of large clients, including: LIST OFF NAMESAll had very specific requirements for implementation, and all had very disparate internal systems and processes
  • What does Web Enabling Your Organisation mean?.
  • What does Web Enabling Your Organisation mean?.It means to provide seamless integration between your external ecosystem (eg your website), and your internal eco-systems: (eg your financial system).Sending and receiving of BUSINESS DATA.
  • What does Web Enabling Your Organisation mean?.There are a number of actions we need to perform on this data:STOREACCESSand MANIPULATEbusiness data
  • So, what is business data defined as:
  • All these systems are internal to your organisation, but DO have an impact on your public facing systems, especially as the complexity of those external systems increases.Users now EXPECT to be able to login and see personalised information, often live. This is now the norm, not the exception, egPOWER COMPANIES, BANKING.
  • Conversily, your WEBSITE Systems may require to collect access and manipulate very SIMILAR types of information.
  • I cant use bulleted lists forever, so now resorting to using Pretty Icons, We have elaborated upon two ecosystems, your:Internal ecosystem – that includes your systems that contain Business DataANDYour External Systems, in this example, your website system, that includes all funtionalityinherant in that system, eg:REGISTRATION FORM, ORDER FORM, STAFF LOGIN.
  • So, describing INTERACTIONS between these two systems, one action may for data to be 1: pushed, or sent from a website to an internal busines system.2: Traditionally, this may have involved human intervention:Eg, a Customer may:3: ENTER DETAILS ON A REGISTRATION FORM4: THIS IS PICKED UP BY A HUMAN, via EMAIL5: And Then MANUALLY ENTERED in a Customer Resource Management system (CRM)
  • 1: Another Interaction may be to PULL data from an internal system.2: Again this traditionally involves human input3: A Users details CHANGE in the CRM., a human then updates the details stored in the website system, which can then be viewed by the customer on an4: EDIT DETAILS form, for example
  • There are fundamental risks to this system:1: Lose a staff member2: Or they forget to update a recordor notifications don’t work.Communication and SYNCRONISATION grinds to a halt.
  • Data becomes mismatched. In other words. A bit of a mess.
  • This is however a better way, an MATRIX has a number of tools that can be used to facilitate communication between systems.Matrix is more than an Enterprise Content Management System, it is a Business Integration System, that provides a rich toolset to enable organisations to effectively manage business data, and communication between disparate systems.
  • Systems that are dependent on one another must know if that service is available.MAYBE NOT TALK ABOUT THIS: (check time).Steve Yegge, a Google engineer article, Published a month or so agoUsed to work at AmazonExposed all business systems and data via servicesNow requires a service to keep track of the status of all services, so can be a complex beast.Jeff Bezo’s effectively dictated all communication should be made via service calls. Moving a large organisation may require a dictatorship.
  • Systems that are dependent on one another must know if that service is available.MAYBE NOT TALK ABOUT THIS: (check time).Steve Yegge, a Google engineer article, Published a month or so agoUsed to work at AmazonExposed all business systems and data via servicesNow requires a service to keep track of the status of all services, so can be a complex beast.Jeff Bezo’s effectively dictated all communication should be made via service calls. Moving a large organisation may require a dictatorship.
  • How can Matrix Help
  • First solution we are going to discuss are assets know as Data Sources
  • Home of the UK Squiz Office
  • Discuss:DIFFERENT TYPES of DATA SOURCE: Show Asset Tree.SHOW DB DATASOURCE CONNECTORS, and QUERIESSHOW XML DATA SOURCE. IMPORT XML DOC
  • Home of the UK Squiz Office
  • Show the types of Bridge Available in Matrix.Eg FILE BRIDGE.
  • Discuss:SHOW FILE BRIDGE AND ASSET LISTING
  • Home of the UK Squiz Office
  • Explain a SIMPLE Google Search:Google requests data via a GET post on a search term, that then returns HTML.Client–serverA uniform interface separates clients from servers. This separation of concerns means that, for example, clients are not concerned with data storage, which remains internal to each server, so that the portability of client code is improved. Servers are not concerned with the user interface or user state, so that servers can be simpler and more scalable. Servers and clients may also be replaced and developed independently, as long as the interface is not altered.StatelessThe client–server communication is further constrained by no client context being stored on the server between requests. Each request from any client contains all of the information necessary to service the request, and any session state is held in the client. The server can be stateful; this constraint merely requires that server-side state be addressable by URL as a resource. This not only makes servers more visible for monitoring, but also makes them morereliable in the face of partial network failures as well as further enhancing their scalability.CacheableAs on the World Wide Web, clients can cache responses. Responses must therefore, implicitly or explicitly, define themselves as cacheable, or not, to prevent clients reusing stale or inappropriate data in response to further requests. Well-managed caching partially or completely eliminates some client–server interactions, further improving scalability and performance.Layered systemA client cannot ordinarily tell whether it is connected directly to the end server, or to an intermediary along the way. Intermediary servers may improve system scalability by enabling load-balancing and by providing shared caches. They may also enforce security policies.Code on demand (optional)Servers are able to temporarily extend or customize the functionality of a client by transferring logic to it that it can execute. Examples of this may include compiled components such as Java applets and client-side scripts such as JavaScript.Uniform interfaceThe uniform interface between clients and servers, discussed below, simplifies and decouples the architecture, which enables each part to evolve independently. The four guiding principles of this interface are detailed below.
  • In short:REST Is the ability to interact with a resource accesible via a URL, for example an API, an Application Programming InterfaceThat returns an expected result in a number of different formats.
  • Home of the UK Squiz Office
  • SHOW:Standard Output of REST RESOURCE – 2 MINS.Show Javascript Version of Rest Resource – 2 MINS.Show POPULATION VIA TRIGGERS. 5 MINS.
  • Home of the UK Squiz Office
  • TRIM – Enterprise Records Management System.This was born out of requests from clients, so please do talk to us if your solution is not available.
  • Discussing technology options with us is wise, considering MATRIX’s various tools available.Plan with your entire business in mind, related Consider future requirements where possible.I am a great proponent of small pilots and prototypes as well, they can go some way to mitigating risk and cost of full development.

Your Matrix integration toolset: hooking up your business systems Your Matrix integration toolset: hooking up your business systems Presentation Transcript

  • Web EnablingYour OrganisationSquiz User Conference 2011
  • WEB ENABLING YOUR ORGANISATION Who is This Guy? Slide 2
  • WEB ENABLING YOUR ORGANISATION Who did we work for? Who is This Guy? Slide 3
  • WEB ENABLING YOUR ORGANISATION Web enabling your organisation. What does that mean? Slide 4
  • WEB ENABLING YOUR ORGANISATION External eg: website Business Data Internal eg: financial systems Slide 5
  • WEB ENABLING YOUR ORGANISATION Business data Store Access Manipulate Slide 6
  • WEB ENABLING YOUR ORGANISATION Business data systems can be defined as: • Repositories of data that are separate from your public facing / external systems. • Are fundamental to the day to day running of your business. Slide 7
  • WEB ENABLING YOUR ORGANISATION Types of data could include: • Customer / client databases (CRM’s). • File repositories. • Accounting / financial systems. • E-Commerce order fulfillment systems. • Internal staff databases, intranets. Slide 8
  • WEB ENABLING YOUR ORGANISATION Your website systems may require: • Collection of customer data. • Serving of files. • Reconciliation of financials. • Collection of e-Commerce orders. • Specific access rights for internal staff. Slide 9
  • WEB ENABLING YOUR ORGANISATION Ecosystems: Business data systems Website systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 10
  • WEB ENABLING YOUR ORGANISATION Pushing data: Business data systems Website systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 11
  • WEB ENABLING YOUR ORGANISATION Pulling data: Business data systems Website systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 12
  • WEB ENABLING YOUR ORGANISATION The weak points: Business data systems Website systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 13
  • WEB ENABLING YOUR ORGANISATION Not web enabled Business data systems Website systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 14
  • WEB ENABLING YOUR ORGANISATION A better world Internal Business Systems Website Systems CRM STAFF REGISTRATION INTRANET FORM STAFF LOGIN FINANCES ORDER FORM Slide 15
  • WEB ENABLING YOUR ORGANISATION Benefits of web enabling your organisation: • Less human intervention. • One source of truth for all business data, less issue around syncronisation. • More ability for system growth, and the handling of larger sets of data. Slide 16
  • WEB ENABLING YOUR ORGANISATION Some risks to think about: • Reliability of dependent systems / services. • Cost of initial implementation is sometimes higher. • Can your business data and systems be exposed to external systems. Slide 17
  • WEB ENABLING YOUR ORGANISATION Some risks to think about: • Reliability of dependent systems / services. • Cost of initial implementation is sometimes higher. • Can your business data and systems be exposed to external systems. Slide 18
  • WEB ENABLING YOUR ORGANISATION How Matrix can help Slide 19
  • WEB ENABLING YOUR ORGANISATION Available solutions in Matrix: A: Data Sources Slide 20
  • WEB ENABLING YOUR ORGANISATION DATA SOURCES are used when a 1 way communication is required. PULLING data Business data systems Website systems MATRIX DATABASE DATA SOURCE Slide 21
  • WEB ENABLING YOUR ORGANISATION Stop. Demo Time. Slide 22
  • WEB ENABLING YOUR ORGANISATION Available solutions in Matrix: B: Bridges Slide 23
  • WEB ENABLING YOUR ORGANISATION BRIDGES Are used to directly connect with Other services / repositories Business data systems Website systems FILE FILE REPOSITORY BRIDGE ASSETS Slide 24
  • WEB ENABLING YOUR ORGANISATION Stop. Demo Time. Slide 25
  • WEB ENABLING YOUR ORGANISATION Available solutions in Matrix: C: REST Slide 26
  • WEB ENABLING YOUR ORGANISATION What Does REST Mean?. Is this presentation over or something? BRIDGE Slide 27
  • WEB ENABLING YOUR ORGANISATION REST For the masses: • REST is Short for Representational State Transfer. • REST is a style of software architecture that imposes constraints on interactions between servers, clients, gateways and proxies. BRIDGE • The WWW is the largest implementation of a RESTful system. Slide 28
  • WEB ENABLING YOUR ORGANISATION A RESTful API • Is accessible via a URL. • Returns a valid internet media type (XML, JSON, HTML). • Accepts GET, PUT, POST, or DELETE methods. BRIDGE Slide 29
  • WEB ENABLING YOUR ORGANISATION REST RESOURCES Are used when sending AND receiving data is required. Business data systems Website systems CRM USER BRIDGE ASSETS RESTFUL REST API ASSET Slide 30
  • WEB ENABLING YOUR ORGANISATION Stop. Demo Time. Slide 31
  • WEB ENABLING YOUR ORGANISATION Other available solutions Slide 32
  • WEB ENABLING YOUR ORGANISATION Other Solutions in Matrix: • SOAP Service API’s • Sharepoint connector • TRIM connector • Remote content asset Slide 33
  • WEB ENABLING YOUR ORGANISATION Getting Your Project off to a good start: Discuss options Plan holistically Consider future requirements Prototype where possible Slide 34
  • WEB ENABLING YOUR ORGANISATION Thanks for your time tshand@squiz.co.nz Resources: http://manuals.matrix.squizsuite.net/data http://manuals.matrix.squizsuite.net/web-services Slide 35