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

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

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

It’s more than just application features

It’s all about the User Experience

Connected Process

Having the right information

Comfortable User Interface

Example:

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

View Business Data

Binary Interaction

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

Contextual

Collaborative

Easy to use

Role-based

Configurable

Multi-device

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?

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!

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

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)

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

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

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

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

Managed by AD Groups:

Administrator

Underwriter

Broker

Broker Admin

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)

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

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

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

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

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

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

© 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.