Composite Applicaitons and OBA Architecture

Mike Walker Architecture Strategy Team High Level Architecture

Agenda
What are OBAs?
The Architects Perspective
Enabling Technologies
Why OBAs Different
Types of OBAs
Addressing Enterprise Concerns
Peaking into the Business Process

Lack of User Experience (UX) in solutions
Productivity has been hindered
Processes are disconnected
Organizations are siloed both organizationally and through their IT systems
Solution Sprawl with Duplicate Systems
Lack of Governance
Need to move towards Service Orientation

Comparing our Industry 1. Franchised New Car Dealers 2. General Auto Repair 3. Computers - Software & Services 4. Cellular & Wireless Phone Service 5. Internet Service Providers 6. Internet E-Commerce 7. Used Car (Only) Dealers 8. Furniture - Retail 9. Collection Agencies 10. Air Conditioning & Heating Contractors http://www.tucson.bbb.org/newsrelease.html?newsid=80&newstype=1 Top Ten Industry Complaints

User Experience Matters
It’s more than just application features
It’s all about the User Experience
Connected Process
Having the right information
Comfortable User Interface
Example:
Lotus Notes Outlook

Change is Coming Gartner Research Planning for 2010: Key Issues for Business Application and Workplace Productivity Systems Integration

The Architects Perspective

Solutions that are focused on the business
Leveraging existing skill sets
Architecting for future change
Limit the footprint of the impact of change

What are Office Business Applications
What is an OBA?
A new way to build business applications
Composite Applications
Leverage Office Clients and MOSS Services
Provide the gateway into LOB information
What OBAs are not
A Product
Simple Office Clients
Line-of-business Applications Microsoft Office System OBAs

Office Business Applications Greater than the Sum of the Parts + Real world + Implicit + Unstructured + Collaborative + Ad hoc + Dynamic + = Idealized Explicit Structured Transactional Formal Rigid

Enabling Technologies
Microsoft Office SharePoint Server 2007
Excel Services
Forms Services
.Net 3.0 (WCF and WF)
BizTalk 2006
Orchestrations
Business Rules Engine
SQL Server 2005
Analytical Services
Reporting Services
SQL Server BizTalk Content Management Workflow & Portal Business Intelligence Search Communications & Collaboration

What Architects Need to Know
OBAs are Service Oriented
OBAs are a way of building Composite Applications
Web Parts
Ribbon & Task Panes
Leverage solutions for their strengths
OBAs leverage both the server side and the client side
Not a Product

Architecting OBAs

Formula for Composite Architectures DB DB DB Web Services WebDav Services UI Services Business Logic & Workflow Composition DB Presentation Business Logic & Workflow Composition Business Logic & Workflow Composition Business Logic & Workflow Composition Built-In Interoperability Autonomous Business Process Presentation Presentation Presentation Composite Heterogeneous Logic

Anotomy of OBA Clients Office SharePoint Server 2007 WSS 3.0 Forms Services Outlook Word Excel PowerPoint InfoPath Communicator Shared Open XML IRM Excel Services Data Services ECM Services Security Services Storage Services Portfolio Mgmt Project Management Enterprise Search ASP.Net Master Pages | Web Parts .Net VB | C# Portal Framework Workflow Foundation Rights Management Services Document Libraries

Hybrid Clients
Smart Client, Ent. Mash-up
Fits in Heterogeneous environments
Office Clients
Couples rich UI with backend systems
Utilize MOSS Services
Portal Clients
MOSS Portal is the Primary UI
Exposes LOB information through Web Parts
OBA Architecture Patterns WP LOB Systems WP WP Task Pane Ribbon LOB Systems MOSS Services LOB Systems MOSS Services WP WP

Ribbon Task Pane Office Open XML Document Macros Document Macros Custom XML public void Insert (Office.IRibbonControl control) { string insertText = “My Text"; applicationObject.Selection.InsertAfter(insertText); } COM Add-In Active X Control Windows Forms Labels | Text | Buttons

Web Part Architecture
Web Part Page in WSS is designed with
One instance of SPWebPartManager class
One or more SPWebPartZones
Editor Zones and Catalog Zones supplied by WSS pages
SPWebPartManager SPWebPartZone (Left) SPWebPartZone (Right) Editor Zone Catalog Zone Web Part 1 Web Part 2 Web Part 3 Web Part 4 Web Part 5 Editor Parts Catalog Parts

ECM Integration Enterprise Search Business Data Catalog Role Based Web Service Integration ECM Integration

UI Inheritance , Make consistent UI’s
Consistency , All MOSS 2007 sites utilize a master page
Extensible , Based on ASP.NET 2.0
Manageability , Central storage and location for :
Headers, footers, logos, navigation and re-useable UI components
Granularity , Can be applied to a single page, at the site level, or to a type of page.

Reusable , Provides a core set of reusable assets
Interoperable , Most services are based on industry standards. The core standards include:
Web Services, XML, WebDav, WSRP
Extensible , Rich integration into Clients, based on ASP.Net 2.0 and Web Services Standards
Manageability , Central layer for management of business applications
Supportability , Building solutions is more configuration rather than coding

Applicaiton Services Office SharePoint Server 2007 Forms Services Clients Outlook Word Excel PowerPoint InfoPath Communicator Shared Open XML IRM Excel Services Data Services ECM Services Security Services Storage Services Portfolio Mgmt Project Management Enterprise Search ASP.Net Master Pages | Web Parts .Net VB | C# WSS 3.0 Portal Framework Workflow Foundation Rights Management Services Document Libraries

Human vs. System Workflow
Information Worker Driven
User Interface Centric
Un-Structured Data
Process controls Navigation and UI Elements
Application or Business Rules Driven
Application Interface Centric (Services)
Structured Data
Workflow controls application & enterprise level business logic
Systems Business Users System Orchestration Human Workflow

Workflow Architecture WSS-created component WSS Worker Process Windows Workflow Foundation Base Activity Library Custom Apps SharePoint Activity Library Runtime Services: custom WSS implementations Persistence Transactions Tracking Notifications Messaging Roles Runtime Engine: provides intrinsic behaviors to activities Rules Scheduler Tracking WSS Content Databases WSS Workflow Object Model Browser Office Clients

Connecting MOSS and BizTalk Web Services MOSS Adapter .Net MOSS BizTalk Orchestrations WCF WSS Adapters .Net

Workflow Development Task & Issue Tracking (WSS, Access, & Project) Document Approval (parallel/serial) Signature Collection Form Actions Push SQL data to list Email notifications Simple validation Document Processes Conditional Expiration Custom Review Custom App Logic Link lists together Custom alerts Flag list items Purchase Order Processing LOB Integration (BizTalk Server) Out-of-the-box solutions Microsoft SharePoint Designer workflows Microsoft Visual Studio & workflow SDK

Bridging Technology
View Business Data
Binary Interaction
Web Services
DB DB DB Web Services WebDav Services UI Services Business Logic & Workflow Composition DB Presentation Business Logic & Workflow Composition Business Logic & Workflow Composition Business Logic & Workflow Composition BDC Adapters Web Services

Office Business Applications A new breed of business solutions built on Office
Contextual
Collaborative
Easy to use
Role-based
Configurable
Multi-device
Enterprise Possibilities

Making Architecture Decisions
What impact does this have on my business?
Is there an impact on my users?
Will my infrastructure be affected?
What will this cost?
How do I support it?

Keys to Reducing the Cost of Ownership
Reduce the amount of Paper
Printing paper is expensive
Mailing paper is expensive
Filing paper is expensive
Automate the Workflow
Reduces the amount of re-data entry
Less Human Touch Points
Automate Decisions
Remove Redundancies
Less errors & process bottlenecks equals increased volume!

Physical Architecture IIS Server Exchange Server MOSS 2007 LOB Application Servers SQL Server Active Directory Enterprise Services

Deployment
Easier to deploy
Discrete composite application parts
Centralized Server Side Components
Fits into Current Deployment Models
Office Client COM based Add-Ins
Click-Once Smart Clients
Leverages Existing Solutions to reduce the amount of deployment
Forms controlled by the server for Online and Offline Mode

Scalability MOSS and IIS Server BizTalk SQL Server
MOSS Data Stores based on SQL Server
Workflows can span across physical boundaries
MOSS Application Tier and Web Tier can be separated
Individual components such as Excel Services can be isolated
Orchestrations and the Business Rules Engine can be separated
Orchestrations can span across physical boundaries
Web Services can exist on the same machine or span to a dedicated machine
Reporting services provide highly optimized data access
Clustering
Data can span to many sources
Many storage options with (SAN and NAS)

Scale the Architecture
Farm
The highest-level scope for a WSS deployment
An installation of one of more Web servers and back-end servers
Each WSS farm has one and only one configuration DB
Web Application
An IIS Web site extended with WSS
Entry point capable of hosting 10,000s of site collections
Site Collection
Unit of scale and ownership containing top-level site
Stored in one specific content DB
Site
Many per site collection
Uses same content DB as parent site

Server High Availability
Fault tolerant server infrastructure
Eliminate single points of failure
High performance and scalability
Avoid resource bottlenecks
Security
Reduce downtime due to breaches
Backups and disaster recovery
Recovering from catastrophic failures

Interoperability Government Bank to Bank Third-Party Services BizTalk Message Bus B2B Integration Integration System Inputs Fax machine phone User Input E-Mail Point Integrations Existing LOB Systems

Standards Support WS-Policy Messaging Security Assurances Mgmt Metadata WS-XFer / Enum WS-Fed WS-SecureConv WS-Security WS-Trust WS-RM WS-AT MEX WS-Management SOAP / WSDL MTOM Microsoft   Intel   Sun   Dell   AMD A CA A Sonic A gSOAP  Systinet A WEBM   NetIQ    Released product  Public interop A Co-Author Only Microsoft   IBM   BEA  A Cape Clear  Systinet  Blue Titan  Rogue Wave  Sonic  IONA  Arjuna  Choreology  Apache   Tibco  Microsoft     IBM     BEA  A  A RSA    A Systinet    Apache    Layer7  A  DataPower   CA  A A SUN  SAP  Tibco  IONA  WebMethods  Nokia  Cape Clear  gSOAP  Ping ID  A   Netegrity  A A  Verisign  A A A OpenNetwork A A A  Oracle/Oblix     Microsoft   IBM  BEA  SUN   Google  Amazon  eBay  Apache   Whitemesa   gSOAP   Ricoh   Epson   HP   Xerox   Fuji-Xerox   Intel   Canon   Microsoft   IBM A  BEA A  SAP A  Sun A Verisign A Sonic A CA A WebMethods A gSOAP 

Connecting MOSS and BizTalk MISMO XML Aspx Web Services Aspx Service Stubs Orchestrations MOSS BizTalk

Extensibility LOB Systems Legacy Systems MISMO XML Tablet Application Smart Client Windows Mobile Web Service Proxy Web Services

Communications Architecture File Landing Zone Files HTTP SOAP SSL HTTP SOAP SSL CIFS Windows Workflow Foundation MOSS HTTP - SOAP Third Party Services SQL Server TCP/IP HTTP SOAP SSL Integration Services Orchestration Services BizTalk

Security
Relies on SharePoint for both authentication and authorization
Only spreadsheets from trusted locations can be loaded
Only data from trusted sources can be loaded
Visible information can be controlled at several levels:
Entire spreadsheet
Per sheet
Per set of named items (named ranges, charts, Pivot Tables etc…)
Code that extends Calculation Services can be controlled via CAS

Security Active Directory External Internal
Managed by AD Groups:
Administrator
Underwriter
Broker
Broker Admin
Other Enterprise Identity Providers

Information Rights Management
IRM for InfoPath Forms
Enabled by end user
Enabled by form author
Integration with IRM in Outlook
InfoPath attachments inherit e-mail protection
Integration with IRM in SharePoint
WSS is the content owner
Client enforces protection applied on download
WF Embedded InfoPath form with IRM Protection Office SharePoint Server 2007 Host Application Underwriter (UW)

Maintainability
All Development under one IDE (Visual Studio)
Unified Communications Architecture
Application and Enterprise
Single Sign On
Composite Style Architecture
Rich Workflow Capabilities
Self Service Information Worker Workflows

The Business Process

Process Life Cycles
Development of Business Processes
Develop new composite processes from reuse of existing systems
Deployment of Highly Distributed Processes
Intuitive end-user task interaction thru Office
Interaction with Collaborative Processes
Effective Management and Control of Distributed Processes
Business Process Modeling and Documentation
Visual Design of Electronic Forms
Visual Design of Collaborative Applications
Real-time Tracking of End-to-end Business Process Performance
Management Visibility into Business Process Performance
Real-time Process Optimization

Breadth of Processes Activity Complexity/Rigidity Example: Email, instant messaging, personal task list Example: Document approval, vacation approval Example: Expense reporting, management dashboard Example: Extending LOB applications, supply-chain Individual Ad hoc Human Semi Structured System Highly Structured Fixed Process Collaborative Processes Transactional Processes Individual Team Cross-Team Enterprise App

Breadth of Processes Individual Ad hoc Human Semi Structured System Highly Structured Fixed Process Collaborative Processes Transactional Processes Common Design Tools Common Monitoring Tools Common Runtime Collaboration Server Process Server

Peeking into the Business Process
Alerting and Triggers
KPIs
Reporting
Proactive Health Monitoring

Mapping out the Process Master Loan Flow (MLF) Activate Loan Active Loan Save Lock Services Underwriting Close InfoPath Flows Integration Services Underwriting Rules Decision Engine Enterprise Loan Orchestrations (ELO) Products and Pricing Flow (PPF) Rate Entry Approval Processes Rates Published Blackout Over Registration Pricing Lock Approval Process

Scenario: Blending Workflows

There is light at the end of the tunnel Opportunities

Customer Examples
Consolidated 90 acquisitions, 150 systems to SAP/Microsoft
All SAP interactions via SharePoint
Sub two year payback for entire consolidation
Acquisition spree; 50+ disparate financial systems
Workflow integrated via SharePoint
Deployed in 6 weeks to 1800 employees by 3 people
Office 2007 solution; from initial discovery through trials
300+ research projects with $2m+ labor costs per
Faster R&D cycles, cost reduction, project/portfolio mgt
Leading German Internet and multimedia company
Next Generation Purchasing Desktop (NGPD) integrated with Office
Easy access to decision making information and purchasing actions
Office 2007 solution to manage “formula” changes
Touches manufacturing, supply chain, packaging, et al.
Consistency, accuracy, speed, protect proprietary info
Worldwide power & control systems specialist with leading brands
Engineering project collaboration tools via partner extranet
Better management of document creation & review processes

ISV Opportunity Panorama Oracle Siebel Fractal Edge Hummingbird

Recommended Resources MSDN OBA Architecture Center http://msdn2.microsoft.com/en-us/architecture/aa699381.aspx Office Developer Center http://msdn2.microsoft.com/en-us/office/default.aspx Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker

Composite Applicaitons and OBA Architecture

by Mike Walker on Jan 19, 2009

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Composite Applicaitons and OBA Architecture — Presentation Transcript