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Governance Registry In Practice

AgilePath Corporation
38 Merrimac Street
Suite 201
Newburyport, MA 01950
www.agile-path.com

November, 2013

Copyright © 2013 AgilePath Corporation. All Rights Reserved. Proprietary and Confidential

www.agile-path.com
Housekeeping	
  
•  Welcome	
  
•  The	
  Usual	
  Concerns	
  

–  Ques2ons	
  and	
  Answers	
  
–  Addi2onal	
  Materials	
  
–  Copies	
  of	
  Slides	
  

•  Presenter:	
  

Ø  	
  Kevin	
  King,	
  Vice	
  President	
  for	
  Client	
  Delivery	
  at	
  AgilePath	
  
Over	
  20	
  years	
  in	
  Solu2on	
  Delivery	
  in	
  Financial	
  Services	
  and	
  Healthcare	
  
domains	
  before	
  joining	
  AgilePath	
  three	
  years	
  ago	
  

Ø Senaka	
  Fernando,	
  Senior	
  Technical	
  Lead	
  at	
  WSO2	
  

Member	
  of	
  WSO2	
  since	
  2009,	
  focused	
  on	
  the	
  WSO2	
  Governance	
  Registry	
  
and	
  WSO2	
  Cloud	
  Services	
  Gateway	
  

@agilepathcorp

|

www.agile-path.com

2
Agenda	
  
• 
• 
• 
• 
• 
• 

Who	
  is	
  AgilePath?	
  
Why	
  a	
  Service	
  Registry?	
  
Selec2on	
  of	
  a	
  Registry	
  Tool	
  
Extending	
  the	
  WSO2	
  Model	
  
WSO2	
  Vision	
  for	
  Governance	
  Registry	
  
Q&A	
  

@agilepathcorp

|

www.agile-path.com

3
AgilePath:	
  More	
  Than	
  10	
  Years	
  of	
  Innova2on	
  
•  Founded	
  by	
  Eric	
  Marks	
  in	
  2003,	
  AgilePath	
  brings	
  industry	
  innova2on	
  and	
  
thought	
  leadership	
  to	
  our	
  clients.	
  
•  AgilePath	
  Corpora2on	
  delivers	
  management	
  and	
  technology	
  consul2ng	
  
services	
  based	
  on	
  AgilePath’s	
  Playbook™	
  methodologies	
  for	
  SOA,	
  Cloud	
  
Compu2ng,	
  Enterprise	
  Governance,	
  Legacy	
  PorYolio	
  Moderniza2on	
  and	
  
Mobile-­‐Social-­‐Cloud	
  Fusion.	
  
•  AgilePath	
  provides	
  vendor-­‐independent	
  solu2ons	
  and	
  technical	
  services	
  to	
  
accelerate	
  business	
  results	
  through	
  superior	
  technology	
  adop2on.	
  

@agilepathcorp

|

www.agile-path.com

4
AgilePath	
  (cont’d)	
  
•  AgilePath	
  provides	
  services	
  focused	
  on	
  today’s	
  technology	
  challenges:	
  
–  Next	
  Gen	
  Architecture	
  (Social,	
  Mobile,	
  Cloud),	
  	
  Cloud	
  Compu2ng	
  
–  Service	
  Oriented	
  Architectures	
  &	
  Business	
  Process	
  Modeling	
  
–  Integra2on,	
  Legacy	
  Migra2on	
  

•  Established	
  reputa2on	
  with	
  F100/F500	
  	
  
	
  and	
  Public	
  Sector	
  Clients	
  
–  Governance	
  frameworks	
  and	
  implementa2ons	
  
–  Cloud	
  Architecture	
  and	
  Legacy	
  System	
  Migra2on	
  strategies	
  

•  Cueng	
  edge	
  innova2ons	
  that	
  accelerate	
  2me	
  to	
  market,	
  reduce	
  
business	
  and	
  IT	
  costs,	
  and	
  improve	
  efficiency	
  
–  Pioneering	
  governance	
  and	
  modeling	
  solu2ons	
  
–  AgileQuad™	
  Modeling	
  PlaYorm	
  (PaaS):	
  Expedite	
  Solu2on	
  Time	
  to	
  Market,	
  Agile	
  
Development	
  
–  Governance	
  PaaS	
  	
  for	
  Cloud,	
  SOA,	
  Governance	
  Managed	
  Services:	
  Reduce	
  Cost	
  of	
  
Opera2ons	
  

•  Recently	
  joined	
  WSO2	
  Community	
  Partner	
  Program	
  
AgilePath	
  delivers	
  strategic	
  insight	
  coupled	
  with	
  technology	
  implementa2on	
  
@agilepathcorp

|

www.agile-path.com

5
Representa2ve	
  AgilePath	
  Clients	
  
•  US	
  Air	
  Force	
  
• 
•  Marine	
  Corps	
  
• 
•  Military	
  Health	
   • 
Services	
  (MHS)	
  
•  NGA	
  
• 
•  ODNI	
  
• 
•  NSA	
  
• 
•  State	
  of	
  California	
  
•  USTransComm	
   • 
• 

@agilepathcorp

|

www.agile-path.com

6

WalMart	
  
Staples	
  
Kaiser	
  
Permanente	
  
Federal	
  Express	
  
Intel	
  Corpora2on	
  
Mohawk	
  Fine	
  
Papers	
  
GE	
  Healthcare	
  
Yale	
  University	
  
AgilePath	
  Core	
  Prac2ces	
  
Governance
IT,	
  EA,	
  Data,	
  SOA,	
  Cloud	
  
Governance	
  

Enterprise	
  Governance	
  	
  

Governance	
  &	
  Managed	
  
Outsourcing	
  

Compliance	
  &	
  Risk	
  

Services	
  

Change	
  Management	
  &	
  
Mentoring	
  

Dashboard	
  &	
  Metrics	
  

Strategic Alignment

Technology
SOA,	
  BPM	
  &	
  IntegraDon	
  

Cloud	
  CompuDng	
  	
  

Enterprise	
  &	
  Data	
  
Architecture	
  

Data	
  InnovaDon:	
  Data	
  
Science	
  &	
  Big	
  Data	
  

Legacy	
  Asset	
  MigraDon	
  &	
  
ModernizaDon	
  

Capability	
  
DecomposiDon	
  

Systems	
  Engineering	
  
SoIware	
  Development	
  

Architectures	
  

|

www.agile-path.com

Business	
  &	
  Technology	
  
Governance	
  

Strategic	
  SoluDon	
  Modeling	
  
Alignment	
  
Staffing	
  Services	
  
OrganizaDonal	
  Design	
  

Technology	
   Gen	
  
Fusion	
  &	
  Next	
  

@agilepathcorp

Service	
  Registry	
  
Fits	
  Here	
  

7
Convergence	
  of	
  Technology	
  and	
  Governance	
  

Cloud	
  
SOA	
  &	
  
Service	
  
Registry	
  

Social	
  
Media	
  

@agilepathcorp

|

www.agile-path.com

Mobile	
  	
  

8
SOA	
  or	
  Services-­‐Based	
  Architecture	
  is	
  Crucial	
  
•  "We have learned that about 70 percent of the work
in successfully adopting a service-based
architecture lies in defining and implementing the
governance model." - internal white paper, Intel Corp.
•  In our experience: one business unit won’t fund all
reusable services. The Funding Models are antiquated in
most organizations yet they are a critical component for
the success of SOA, Cloud, Mobile and Enterprise
Technology requirements.
Gartner:	
  “Can’t	
  Do	
  Cloud	
  Without	
  SOA”	
  
@agilepathcorp

|

www.agile-path.com

9
Characteris2cs	
  of	
  a	
  Service	
  Repository	
  
DefiniDon:	
  A	
  central	
  ‘database’	
  that	
  includes	
  ar2facts	
  for	
  all	
  services	
  planned	
  for	
  development,	
  in	
  
development,	
  in	
  use	
  and	
  re2red	
  	
  

CharacterisDcs:	
  
• 

The	
  registry	
  is	
  the	
  driver	
  of	
  a	
  “Catalog”	
  of	
  Services	
  

• 

Searchable	
  by	
  service	
  consumers	
  and	
  providers	
  
–  Service	
  registra2on	
  is	
  performed	
  by	
  service	
  owners	
  
–  SOA	
  COE	
  ensures	
  SLAs	
  are	
  implemented	
  and	
  agreed	
  upon	
  before	
  services	
  are	
  in	
  produc2on	
  and	
  
consumers	
  implemented	
  

• 

It	
  enforces	
  service	
  design-­‐2me	
  policies	
  

• 

Service	
  meta-­‐data	
  is	
  updated	
  throughout	
  the	
  SDLC	
  and	
  includes	
  content	
  from	
  the	
  Business	
  
Owner,	
  Development	
  Owner,	
  and	
  Opera2ons	
  /	
  Deployment	
  Owner	
  
– 
– 
– 
– 
– 
– 

• 

Interface	
  defini2ons	
  (e.g.	
  opera2ons,	
  XSD,	
  sample	
  XML	
  messages)	
  
Security	
  mechanisms	
  used/employed	
  by	
  the	
  service	
  along	
  with	
  any	
  access	
  criteria	
  and	
  restric2ons	
  
Relevant	
  design	
  documents	
  or	
  links	
  to	
  	
  them	
  
Business/func2onal	
  behavior	
  
Development	
  URLs	
  where	
  appropriate	
  
Sample	
  consumer	
  code	
  

Registry	
  provides	
  support	
  for	
  and	
  iden2fica2on	
  of	
  composite	
  services	
  
@agilepathcorp

|

www.agile-path.com

10
Actors	
  In	
  The	
  Service	
  Lifecycle	
  
•  Service	
  Registry	
  Actors	
  
–  Business	
  owner	
  -­‐	
  manages	
  requirements	
  and	
  change	
  requests	
  
–  Service	
  development	
  owner	
  -­‐	
  develops	
  and	
  maintains	
  the	
  service	
  
–  Service	
  opera2ons/deployment	
  owner	
  -­‐	
  manages	
  the	
  service	
  when	
  
deployed	
  

•  Lifecycle	
  Actors	
  
–  Business	
  –	
  manages	
  priori2es,	
  requirements,	
  change	
  requests	
  
–  SOA	
  Working	
  Group	
  –	
  enforces	
  standards,	
  governance,	
  facilitates	
  
iden2fica2on	
  
–  SOA	
  Center	
  of	
  Excellence	
  –	
  handles	
  excep2ons	
  and	
  escala2ons	
  
–  Service	
  Provider	
  –	
  typically	
  source	
  system	
  owner,	
  leads	
  support	
  efforts	
  
and	
  manages	
  capacity	
  
–  Service	
  Consumer	
  –	
  the	
  user	
  of	
  the	
  service,	
  can	
  be	
  a	
  human	
  or	
  
applica2on	
  but	
  every	
  applica2on	
  must	
  have	
  human	
  POC	
  
@agilepathcorp

|

www.agile-path.com

11
Tac2cal	
  Lifecycle	
  Processes/Rela2onships	
  
Identify
Projects &
Programs

Business

Prioritization
Enterprise
Architecture
Process

Potential
Service
Requirement
Identified

SOA Working Group
SOA COE

Service
Candidate ID

Service
Modeling

Service
Design

Service
Development

QA / Testing

Service Consumer

Initiate New
Potential
Service
Request

Design-Time
Governance

|

www.agile-path.com

Run-Time Governance
Deploy

Management/
Monitoring

Consume /
Reuse

Service
Discovery

@agilepathcorp

Funding and
Budgeting
Service
Portfolio
Management

Service	
  Repository	
  Process	
  Begins	
  
Design-Time Governance

Service Provider

Service
Qualification

12

Run-Time Governance
Process	
  for	
  Registry	
  Entry	
  Crea2on	
  /	
  Update	
  
Governance
Process

Triggers, Events

New Candidate Identified
and Verified
Pre-conditions
•  Service Candidate
Identified
•  Agreement that
Capability is
required

Candidate	
  
Iden2fica2on	
  

Major Process Steps
Candidate	
  Capability	
  
Iden2fied	
  

Governance
Boards

Project	
  or	
  Service	
  SDLC	
  

Discovery	
  

SDLC	
  Phase	
  Change	
  

Service	
  Design	
  
Change	
  

Key Policies
Enforced

Business	
  Sponsor	
  /	
  
Capability	
  Domain	
  
Owner	
  
Create	
  New	
  Registry	
  Entry	
  

Update	
  Registry	
  Entry	
  
Throughout	
  SDLC	
  

•  SOA First
•  Re-Use
•  Complexity
Reduction
•  P2P Elimination
•  Data Governance

Iden2fy	
  and	
  Maintain	
  List	
  
of	
  Consumers	
  
Plan	
  for	
  Version	
  
Management	
  and	
  
Re2rement	
  

Portfolio
Mgmt.
Process

Publish,
Discover,
Register

Service
Consumption
Modeling

Service
Discovery

@agilepathcorp

|

www.agile-path.com

SOA	
  Center	
  of	
  
Excellence	
  

Enterprise	
  or	
  Domain	
  
Architecture	
  Office	
  

Overview	
  
Registry	
  Entry	
  CreaDon	
  and	
  Update	
  Process:	
  
This	
  process	
  describes	
  the	
  process	
  for	
  
crea2ng	
  a	
  new	
  capability	
  in	
  the	
  Registry	
  and	
  
maintenance	
  of	
  the	
  content.	
  This	
  is	
  
complimentary	
  to	
  the	
  SDLC,	
  Consumer	
  and	
  
Provider	
  processes.	
  
	
  
Example:	
  Capability	
  Candidate	
  is	
  iden2fied	
  
during	
  Modeling	
  and	
  Decomposi2on	
  process.	
  
The	
  Candidate	
  may	
  not	
  be	
  completed	
  
development	
  for	
  several	
  months.	
  
Input:	
  There	
  is	
  a	
  candidate	
  capability	
  
iden2fied.	
  	
  
Summary	
  Steps:	
  A	
  capability	
  candidate	
  is	
  
iden2fied	
  and	
  needs	
  to	
  be	
  verified	
  that	
  a	
  
similar	
  capability	
  does	
  not	
  already	
  exist.	
  If	
  
one	
  is	
  close,	
  then	
  the	
  request	
  should	
  be	
  for	
  
an	
  enhancement	
  /	
  new	
  version	
  of	
  the	
  
exis2ng	
  capability.	
  If	
  one	
  does	
  not	
  exist,	
  the	
  
request	
  is	
  for	
  a	
  new	
  capability.	
  As	
  soon	
  as	
  the	
  
need	
  for	
  a	
  new	
  capability	
  is	
  confirmed,	
  the	
  
candidate	
  should	
  be	
  registered	
  with	
  minimal	
  
data	
  in	
  the	
  Registry.	
  As	
  the	
  capability	
  
proceeds	
  through	
  the	
  SDLC	
  process,	
  the	
  
Registry	
  should	
  be	
  updated	
  with	
  details	
  as	
  
they	
  are	
  known.	
  Preliminary	
  content	
  is	
  
acceptable	
  as	
  long	
  as	
  it	
  is	
  clearly	
  noted.	
  The	
  
progression	
  from	
  planning	
  to	
  development	
  
to	
  tes2ng	
  and	
  ul2mately	
  Produc2on	
  is	
  
indicated	
  through	
  the	
  SDLC	
  Phase	
  or	
  Status	
  
field	
  in	
  the	
  Registry.	
  
	
  
Output:	
  The	
  capability	
  is	
  created	
  and	
  
maintained	
  in	
  the	
  Registry.	
  
Internal reference: L07.02

13
Process	
  for	
  Discovery	
  
Governance
Process

Triggers, Events
New	
  	
  Capability	
  
Approved	
  

Process for Discovery

Pre-conditions
•  Capability has been
added to or updated
in Registry

Major Process Steps
Registry	
  Is	
  Accessible	
  

Change	
  in	
  Registry	
  
Content	
  
Change	
  in	
  Solu2on	
  
Design	
  

Key Policies
Enforced
•  SOA First
•  Re-Use
•  Complexity
Reduction
•  P2P Elimination
•  Publishing
•  Registration

SDLC	
  Phase	
  Gate	
  
or	
  Milestone	
  
Achieved	
  

Capability	
  Iden2fied	
  as	
  
“Needed”	
  

Prospec2ve	
  Consumer	
  
conducts	
  “Discovery”	
  

Exact	
  or	
  Near	
  Match	
  
Found	
  

No	
  Match	
  Found	
  

Realization,
Utilization,
Re-Use
Portfolio
Mgmt.
Process

Service
Identification

Publish

Requirement	
  or	
  Design	
  
Change	
  in	
  Current	
  Project,	
  
Trigger	
  Discovery	
  

Discovery

Excep2on	
  &	
  Escala2on	
  
process	
  as	
  needed	
  	
  

Governance
Boards
Self-­‐Governance	
  

Domain	
  Working	
  
Group	
  

Enterprise	
  or	
  Domain	
  
Architecture	
  Office	
  
Development	
  
Manager,	
  Technical	
  
Lead	
  

Overview	
  
Process	
  for	
  Discovery.	
  Process	
  for	
  searching	
  
meta-­‐data	
  in	
  the	
  registry	
  to	
  uncover	
  a	
  
capability.	
  	
  
NOTE:	
  This	
  can	
  be	
  done	
  through	
  a	
  registry	
  
tool	
  by	
  no2fying	
  previously	
  registered	
  
consumers,	
  those	
  consumers	
  who	
  have	
  
contracts	
  to	
  consume	
  it	
  and	
  through	
  other	
  
internal	
  organiza2on	
  mechanisms	
  (ex.	
  
development	
  mee2ngs,	
  wikis,	
  etc.).	
  
	
  
Input:	
  	
  There	
  is	
  a	
  	
  new	
  capability	
  iden2fied	
  
OR	
  a	
  change	
  to	
  an	
  exis2ng	
  capability	
  entry	
  in	
  
the	
  registry.	
  	
  There	
  are	
  known	
  consumers	
  
iden2fied	
  in	
  the	
  registry	
  (either	
  actual	
  or	
  
poten2al).	
  
	
  
Excep2on:	
  Consumer	
  required	
  to	
  consume	
  
new	
  version	
  of	
  exis2ng	
  capability.	
  
Summary	
  Steps:	
  Search	
  is	
  by	
  keyword	
  or	
  
other	
  registry	
  schema	
  element	
  in	
  order	
  to	
  
obtain	
  a	
  list	
  of	
  poten2al	
  capabili2es	
  that	
  will	
  
meet	
  the	
  need.	
  Person	
  conduc2ng	
  the	
  
search	
  compares	
  the	
  return	
  list	
  with	
  the	
  
required	
  func2onality	
  to	
  determine	
  if	
  there	
  
is	
  an	
  exact,	
  near,	
  or	
  no	
  match.	
  When	
  an	
  
exact	
  match	
  is	
  found,	
  follow	
  L7.5;	
  if	
  a	
  near	
  
match	
  is	
  found,	
  follow	
  L7.5	
  and	
  nego2ate	
  
with	
  the	
  provider	
  to	
  execute	
  L8.2;	
  if	
  no	
  
match	
  is	
  found,	
  work	
  with	
  the	
  Architecture	
  
Team	
  to	
  iden2fy	
  a	
  provider	
  who	
  can	
  then	
  
follow	
  L7.2	
  and	
  add	
  the	
  capability	
  to	
  the	
  
registry	
  
	
  
Output:	
  Updated	
  list	
  of	
  consumers;	
  new	
  
capability	
  added	
  to	
  Registry.	
  
Internal reference: L07.04

@agilepathcorp

|

www.agile-path.com

14
Registry	
  Process	
  Aligns	
  with	
  SDLC	
  Process	
  
Service Portfolio Management

Catalog	
  
Ac2ons	
  

SDLC	
  

Provider	
  
Ac2vi2es	
  

•  Update Catalog Content
•  Perform Service
o Preliminary Architecture
Discovery
o Preliminary Payload
•  Create Registry
Schema
Entry
o Define SLA Content
o Name
•  Status = In Development
o Description
•  Register Consumers
o Owner
o Domain
•  Start Service Mgmt
•  Register
Consumers

Concept	
  
•  Perform
Architecture
Assessment
•  “Business”
Justification
•  Perform Existing
Service Analysis
•  Begin Formal
Development

•  Update Catalog Content
o Final Architecture
o Final Payload Schema
o Final Service
Operations
o Final SLA details
•  Status = In Development
•  Status = In Test
•  Register Consumers

•  Update Catalog
•  Confirm and
validate all Catalog
Artifacts are final
versions.
•  Status = In
Production
•  Register
Consumers

Develop	
  

Launch	
  

DefiniDon	
  /	
  
Planning	
  

•  Define Service Architecture •  Technical Design
& Technical Requirements •  Build Service
•  Define Functional Service •  Perform QA Testing,
Description
including System and
•  Complete Funding Request Integration Testing
•  Perform Service Modeling
and Design
•  Implement Versioning
•  Confirm Service
Qualification

•  Perform Release
Management
•  Consumer
Management
•  Issue Resolution
•  Change
Management

•  SLA Management
•  Version /
Retirement
Planning
•  Metrics Reporting
•  Status
o In Production
o Retired
o Deprecated
•  Register
Consumers

Support	
  
•  Perform
Operational & SLA
Monitoring
•  Performance
Monitoring
•  Security Monitoring
•  Capacity
Management

Internal reference: L07.02

@agilepathcorp

|

www.agile-path.com

15
Example:	
  US	
  Air	
  Force	
  Program	
  Service	
  Registry	
  
•  AgilePath	
  is	
  engaged	
  in	
  a	
  moderniza2on	
  program	
  for	
  a	
  global	
  
US	
  Air	
  Force	
  enterprise	
  system	
  
•  Our	
  responsibility	
  is	
  implemen2ng	
  SOA	
  Governance	
  for	
  the	
  
System	
  Integrator,	
  suppor2ng	
  3rd	
  Party	
  solu2on	
  development	
  
and	
  tes2ng	
  
•  AgilePath	
  is	
  responsible	
  for	
  enforcement	
  of	
  service	
  lifecycle	
  
governance	
  across	
  development	
  and	
  tes2ng	
  environments	
  
•  AgilePath	
  is	
  also	
  filling	
  the	
  role	
  of	
  Service	
  Registry	
  training	
  and	
  
Tier	
  1	
  end	
  user	
  support	
  for	
  customer	
  requirements	
  

@agilepathcorp

|

www.agile-path.com

16
Program	
  Service	
  Registry	
  Requirements	
  
ü  Import	
  of	
  XLS	
  style	
  data	
  
ü  Define,	
  Import	
  and	
  Export	
  AF	
  specific	
  service	
  meta-­‐data	
  
ü  Ability	
  to	
  filter	
  services	
  by	
  site	
  or	
  by	
  source	
  system	
  
ü  Access	
  based	
  on	
  role	
  
ü  On-­‐site	
  implementa2on	
  but	
  accessible	
  by	
  3rd	
  par2es	
  
ü  Service	
  Lifecycle	
  Management	
  	
  
ü  No	
  “heavy”	
  vendor	
  overhead	
  or	
  vendor	
  lock-­‐in	
  
ü  Design-­‐2me	
  unlinked	
  from	
  run-­‐2me	
  
ü  No	
  ‘linking’	
  across	
  environments	
  or	
  to	
  external	
  vendor	
  sites	
  
ü  Flexibility	
  for	
  customiza2on	
  

	
  
@agilepathcorp

|

www.agile-path.com

17
Managed	
  Service	
  Documenta2on	
  Workflow	
  
Architects

Testers

Us
e	
  
&	
  

ate

Up
d

d
Up

Use	
  &	
  
Update

at
e

Developers

	
  
e	
  &
Us

Identify	
  
Services	
  &	
  
Functions

Service	
  &	
  
Function
Trackers

Use	
  &	
  Update

Populates

Support

XLS-based

Service	
  
Registry

Li
e	
  
vic
er

Site	
  Specific	
  
Services

ll	
  S
st

ll	
  S

st

Fu

Fu

i
e	
  L
vic
er

Service	
  
Catalog

EVTS	
  
Export

Site	
  X

Legend:	
  UDDI	
  Registries
Security	
  
Domain	
  
“A”

@agilepathcorp

Security	
  
Button
Domain	
  
“B”

|

Security	
  
Domain	
  
“C”

Security	
  
Domain	
  
“D”

www.agile-path.com

Summary	
  Steps:	
  	
  
1.  A	
  service	
  candidate	
  is	
  iden2fied	
  and	
  the	
  user	
  
queries	
  the	
  Service	
  Registry…	
  
a)  If	
  a	
  service	
  is	
  found	
  that	
  meets	
  the	
  
requirements,	
  request	
  consumer	
  
registra2on;	
  
b)  If	
  there	
  is	
  a	
  similar	
  but	
  not	
  sufficient	
  service,	
  
request	
  an	
  enhancement	
  /	
  new	
  version	
  of	
  
the	
  exis2ng	
  service;	
  
c)  If	
  one	
  does	
  not	
  exist,	
  request	
  a	
  new	
  service.	
  	
  
2.  For	
  a	
  new	
  service,	
  the	
  candidate	
  service	
  is	
  
registered	
  with	
  minimal	
  data	
  in	
  the	
  Service	
  
Registry.	
  	
  
3.  As	
  the	
  service	
  is	
  matured	
  and	
  proceeds	
  through	
  
the	
  SDLC	
  process,	
  the	
  Registry	
  is	
  updated	
  with	
  
details	
  as	
  they	
  become	
  available.	
  	
  
	
  
Preliminary	
  content	
  is	
  acceptable	
  as	
  long	
  as	
  it	
  is	
  clearly	
  
noted.	
  The	
  service	
  progression	
  from	
  planning	
  to	
  
development	
  to	
  tes2ng	
  and	
  ul2mately	
  Produc2on	
  is	
  
indicated	
  through	
  a	
  Service	
  Status	
  field	
  and	
  Service	
  
Lifecycle	
  state	
  in	
  the	
  Service	
  Registry.	
  
18
Vendor	
  Assessment	
  Process	
  
•  We	
  used	
  our	
  standard	
  Vendor	
  Assessment	
  
Process	
  to	
  evaluate	
  poten2al	
  Registry	
  Products	
  
•  Tested	
  and	
  evaluated	
  8	
  vendor	
  products,	
  
scoring	
  each	
  with	
  a	
  1-­‐5	
  ra2ng	
  across	
  6	
  
categories	
  comprising	
  29	
  different	
  criteria.	
  
•  Category	
  and	
  criteria	
  items	
  were	
  provided	
  by	
  
AgilePath	
  and	
  individual	
  weigh2ng	
  of	
  items	
  was	
  
determined	
  by	
  analyzing	
  customer	
  criteria	
  and	
  
requirements.	
  	
  
@agilepathcorp

|

www.agile-path.com

19
Customer	
  Requirements	
  Mapped	
  To	
  AP	
  Scoring	
  
Customer	
  DescripDon	
  /	
  Requirement	
  
Maps	
  to	
  AP	
  Criteria	
  
Category	
  
Web-­‐based	
  user	
  interface	
  easily	
  accessible	
  through	
   On-­‐site	
  /	
  Installed	
  Applica2on	
  or	
  Cloud	
   Install	
  
Portal	
  or	
  intranet.	
  
Hosted	
  
Easy	
  to	
  populate	
  and	
  usable	
  to	
  the	
  end	
  consumer	
   Import	
  /	
  Export	
  to	
  XLS	
  
User	
  
Advanced	
  search	
  capability	
  (non-­‐linear	
  queries,	
  
Robust	
  Keyword	
  Search	
  /	
  Discovery	
  
User	
  
more	
  than	
  just	
  search	
  on	
  columns).	
  
Across	
  all	
  meta-­‐data	
  fields	
  
There	
  are	
  frequent	
  requests	
  for	
  a	
  Service	
  Catalog	
   Customizable	
  Service	
  Provider	
  
Must	
  Have	
  Feature	
  
related	
  to	
  a	
  specific	
  build.	
  	
  Where	
  is	
  the	
  SC	
  for	
  Build	
   workflow	
  
1?	
  	
  Build	
  2?	
  
Each	
  build	
  is	
  a	
  source	
  of	
  services	
  informa2on.	
  
Service	
  Lifecycle	
  Management	
  
Must	
  Have	
  Feature	
  
Ability	
  to	
  add,	
  change,	
  edits	
  and	
  customize	
  service	
   Support	
  for	
  customizable	
  meta-­‐data	
   Content	
  
metadata.	
  
fields	
  and	
  tags	
  
Simultaneous	
  edi2ng	
  capability	
  with	
  row-­‐level	
  
Full	
  audit	
  log	
  to	
  track	
  changes	
  
Security	
  
locking.	
  
Design-­‐2me/Run-­‐2me	
  Synchroniza2on	
  
Run-­‐2me	
  and	
  Design-­‐2me	
  Instances	
   Install	
  
Support	
  for	
  data	
  import/export	
  func2onality	
  and	
   Import	
  /	
  Export	
  to	
  XLS	
  
User	
  
possibly,	
  ability	
  to	
  interface	
  with	
  CMDB.	
  
Ability	
  to	
  track	
  service	
  pedigree.	
  
Version	
  Differen2a2on	
  
Must	
  Have	
  Feature	
  
Service	
  Consumer	
  registra2on	
  and	
  maintenance	
  of	
   Consumer	
  Registra2on	
  and	
  Status	
  
Must	
  Have	
  Feature	
  
consumer	
  auributes	
  with	
  high	
  data	
  integrity.	
  
Service	
  usage	
  count	
  in	
  number	
  of	
  consumers.	
  
Consumer	
  Registra2on	
  and	
  Status	
  
Must	
  Have	
  Feature	
  
Service	
  Depreca2on	
  Status	
  -­‐	
  Which	
  services	
  are	
  
Version	
  Differen2a2on	
  
Must	
  Have	
  Feature	
  
planned	
  to	
  be	
  deprecated	
  in	
  the	
  next	
  6	
  months?	
  
This	
  would	
  enable	
  planning	
  for	
  service	
  replacement.	
  
@agilepathcorp

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20
Standardized	
  Scoring	
  
Values	
  
0	
  
1	
  
2	
  
3	
  
4	
  
5	
  

• 
• 
• 
• 
• 
• 

DefiniDon	
  
Not	
  evaluated	
  
Does	
  not	
  meet	
  requirement	
  
Par2ally	
  meets	
  the	
  requirements	
  
Sufficiently	
  meets	
  the	
  requirement	
  
Meets	
  requirement	
  and	
  has	
  few	
  addi2onal	
  capabili2es	
  
Significantly	
  exceeds	
  requirement	
  in	
  this	
  area	
  

Each criteria is “scored” using standard point values
Individual criteria values are ‘rolled up’ to determine the category score
Category scores are ‘rolled up’ to determine a weighted score
Raw point totals, unweighted, are accumulated for reference
Results automatically adjust. We re-do evaluations for new vendor releases
The same AgilePath resource evaluated all products within a specific
category to eliminate bias and personal preferences

@agilepathcorp

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21
Vendors	
  Scored	
  Across	
  Mul2ple	
  “Categories”	
  
Major	
  Category	
  
Content	
  

Weight	
   DefiniDon	
  
15%	
   Is	
  there	
  flexibility	
  in	
  underlying	
  content,	
  predefined	
  
values?	
  

Install	
  

10%	
  

Requirements	
  that	
  are	
  important	
  to	
  understand	
  the	
  
technical	
  requirements	
  

User	
  

20%	
  

User	
  experience	
  requirements	
  to	
  ensure	
  it	
  meets	
  the	
  
customer	
  need	
  

Security	
  
Lifecycle	
  
Miscellaneous	
  

20%	
  
25%	
  
10%	
  

Fundamental	
  site	
  and	
  access	
  security	
  requirements	
  
Requirements	
  focused	
  on	
  lifecycles	
  or	
  processes	
  
Features	
  that	
  would	
  enhance	
  the	
  customer	
  
implementa2on	
  

•  Weights are tuned based on client requirements
•  Within each category, we also give a client-specific weight to each criteria
•  At each level, the individual weights add up to 100%

@agilepathcorp

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22
Categories	
  Break	
  Down	
  into	
  Mul2ple	
  Criteria	
  
Content	
  
Support	
  for	
  customizable	
  meta-­‐data	
  
fields	
  and	
  tags	
  
Support	
  for	
  Links	
  across	
  internal	
  
network	
  
Support	
  for	
  Links	
  to	
  external	
  /	
  public	
  
websites	
  
Support	
  for	
  Composite	
  Services	
  and	
  
Linking	
  to	
  Component	
  Services	
  

Viewpoint:	
  Is	
  there	
  flexibility	
  in	
  underlying	
  content,	
  
Weight	
  predefined	
  values?	
  
45%	
   Ability	
  for	
  client	
  to	
  define	
  meta-­‐data	
  fields	
  for	
  quick	
  
reference	
  content	
  
20%	
   Ability	
  for	
  client	
  to	
  link	
  content	
  within	
  company	
  
network	
  (ex.	
  Link	
  to	
  XML	
  Schema	
  in	
  source	
  code	
  
repository)	
  
20%	
   Ability	
  to	
  link	
  to	
  external	
  website	
  for	
  content	
  (ex.	
  WS-­‐
Security	
  standards)	
  
15%	
   Easily	
  iden2fied	
  composite	
  services	
  and	
  ability	
  to	
  trace	
  
back	
  to	
  component	
  services	
  for	
  related	
  content	
  

Viewpoint:	
  these	
  requirements	
  ensure	
  the	
  product	
  
User	
  
Weight	
   meets	
  the	
  basic	
  customer	
  need	
  
Import	
  /	
  Export	
  to	
  XLS	
  
20%	
   Can	
  the	
  applica2on	
  import	
  or	
  export	
  data	
  to	
  /	
  from	
  the	
  
repository	
  for	
  easy	
  popula2on,	
  backup,	
  migra2on	
  
capability?	
  Is	
  it	
  a	
  selec2ve	
  export?	
  
Robust	
  Keyword	
  Search	
  /	
  Discovery	
   25%	
   Does	
  the	
  applica2on	
  support	
  key	
  word	
  search	
  across	
  
Across	
  all	
  MetaData	
  fields	
  
custom	
  meta-­‐data	
  fields?	
  
Simple	
  Keyword	
  Search	
  /	
  Discovery	
   15%	
   Does	
  the	
  search	
  feature	
  search	
  free	
  form	
  descrip2ve	
  
across	
  descrip2on	
  field	
  
text?	
  
Ability	
  to	
  iden2fy	
  service	
  
20%	
   Does	
  the	
  applica2on	
  show	
  which	
  services	
  are	
  consuming	
  
dependencies	
  
other	
  services,	
  which	
  consumers	
  are	
  using	
  which	
  
services?	
  Bonus:	
  Does	
  it	
  build	
  a	
  "mind-­‐map"	
  style	
  
diagram	
  of	
  the	
  environment?	
  
Version	
  Differen2a2on	
  
20%	
   Does	
  the	
  applica2on	
  support	
  one	
  or	
  mul2ple	
  versions	
  of	
  
services?	
  Does	
  it	
  facilitate	
  version	
  transla2on	
  for	
  
request/response	
  messages?	
  Are	
  re2red	
  service	
  versions	
  
accessible	
  via	
  search,	
  view	
  for	
  reference?	
  

@agilepathcorp

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23
Vendor	
  Assessments	
  Presented	
  to	
  Client	
  
Weighted	
  
Average	
  

Scoring	
  
Average	
  

Total	
  	
  
Points	
  

WSO2	
  Governance	
  Registry	
  

3.29	
  

3.24	
  

94	
  

SoywareAG	
  CentraSite	
  

3.35	
  

3.17	
  

92	
  

IBM	
  WSRR	
  

3.09	
  

3.07	
  

89	
  

HP	
  Sys2net	
  

2.91	
  

2.90	
  

84	
  

SOA	
  Soyware	
  Repository	
  Manager	
  

2.83	
  

2.79	
  

81	
  

Oracle	
  Service	
  Registry	
  

2.75	
  

2.72	
  

79	
  

Jboss	
  Enterprise	
  SOA	
  PlaYorm	
  

2.55	
  

2.59	
  

75	
  

Mule	
  Galaxy	
  

2.52	
  

2.55	
  

74	
  

Vendor	
  /	
  Product	
  Name	
  

•  Three scores generated for each vendor: weighted average, straight
average and total points
•  Conducted a virtual “bake off” with top two vendors
•  Bake-off: WebEx style demo of 2 use cases created by the customer and
provided to the vendor.
•  Vendor conducted the walk-through of their tool directly with the customer.
•  Prior assessment activities were driven by AP to identify top two vendors.
•  All results were reviewed with the client prior to selection to ensure
transparency and that scoring was done to their specifications.
•  Client selected WSO2 Governance Registry Product
@agilepathcorp

|

www.agile-path.com

24
Extending	
  the	
  WSO2	
  Data	
  Model	
  
•  To	
  support	
  the	
  requirements,	
  we	
  extended	
  
the	
  core	
  Governance	
  Registry	
  Database:	
  	
  
–  Modeled	
  Air	
  Force	
  /	
  DoD	
  specific	
  meta-­‐data	
  
•  Ex.	
  custom	
  risk	
  exposure	
  fields,	
  mul2ple	
  levels	
  of	
  
system	
  iden2fica2on	
  (type	
  of	
  system,	
  sub-­‐system,	
  etc.),	
  
related	
  customer	
  use	
  case	
  (ex.	
  Targe2ng)	
  

–  Custom	
  tables	
  have	
  primary	
  key	
  /	
  foreign	
  key	
  
rela2onships	
  that	
  we	
  needed	
  to	
  enforce	
  

•  We	
  will	
  be	
  building	
  a	
  custom	
  extract	
  for	
  Risk	
  
Exposure	
  for	
  services	
  connec2ng	
  across	
  
firewalls	
  
@agilepathcorp

|

www.agile-path.com

25
Extended	
  Data	
  Concepts	
  
•  Requirement to support custom fields
•  This outline helped ‘demonstrate’
those fields and their relationships
•  Within each Asset Type, there are 1+
related fields and tables

@agilepathcorp

|

www.agile-path.com

26
Data	
  Concepts	
  Translated	
  to	
  Rela2onal	
  Tables	
  
Asset	
  Type	
  
Providing	
  Component	
  
Providing	
  Component	
  
Providing	
  Component	
  
Asset	
  Type	
  
Providing	
  Component	
  
Asset	
  Type	
  
Providing	
  Component	
  
Providing	
  Component	
  
Providing	
  Component	
  
Asset	
  Type	
  
Providing	
  Component	
  
Providing	
  Component	
  
Providing	
  Component	
  

Table	
  
Overview	
  
Overview	
  
Overview	
  
	
  
Table	
  
Taxonomy	
  
	
  
Table	
  
Technical	
  
Technical	
  
Technical	
  
	
  
Table	
  
Miscellaneous	
  
Miscellaneous	
  
Miscellaneous	
  

Element	
  
Name	
  	
  
Version	
  	
  
DescripDon	
  	
  
	
  
Element	
  
Keywords	
  	
  
	
  
Element	
  
Constraints	
  	
  
Language	
  	
  
Pla]orm	
  	
  
	
  
Element	
  
Usage	
  Fee	
  	
  
ExpiraDon	
  Date	
  	
  
ReDrement/Decommission	
  Date	
  	
  

Type	
  
Text	
  Field	
  
Numeric	
  Text	
  Field	
  
Text	
  Field	
  
	
  
Type	
  
Editable	
  List	
  
	
  
Type	
  
Text	
  Field	
  
Drop-­‐down	
  Box	
  
MulDple	
  SelecDon	
  List	
  
	
  
Type	
  
Numeric	
  Text	
  Field	
  
Date	
  Field	
  
Date	
  Field	
  

•  Relational Tables were designed to maintain the affinity and cardinality of
values to the underlying services

@agilepathcorp

|

www.agile-path.com

27
Client	
  Requested	
  Custom	
  Report	
  Required	
  
•  Custom	
  Field	
  iden2fies	
  requirement	
  for	
  extract	
  (if	
  
value	
  =	
  Y,	
  then	
  include	
  in	
  report)	
  
•  Extract	
  includes	
  custom	
  fields	
  as	
  well	
  as	
  core	
  WSO2	
  
fields	
  
•  Output	
  will	
  be	
  CSV	
  and	
  then	
  input	
  into	
  PPT	
  
•  Report	
  currently	
  planned	
  for	
  manual	
  genera2on	
  
monthly	
  but	
  may	
  explore	
  automa2on	
  in	
  the	
  future	
  
•  Challenge:	
  Access	
  to	
  Business	
  &	
  Technical	
  Resources	
  
that	
  are	
  not	
  co-­‐located	
  is	
  slowing	
  requirements	
  
gathering	
  and	
  solu2on	
  design	
  
@agilepathcorp

|

www.agile-path.com

28
Keys	
  to	
  our	
  successful	
  implementa2on	
  
•  Government	
  customer	
  was	
  comfortable	
  with	
  
Open	
  Source	
  solu2on	
  
•  WSO2	
  resources	
  were	
  helpful	
  during	
  sales	
  
cycle	
  and	
  with	
  implementa2on	
  ques2ons	
  
•  Combined	
  service-­‐based	
  solu2on	
  knowledge	
  
of	
  System	
  Integrator	
  and	
  AgilePath	
  was	
  cri2cal	
  
in	
  driving	
  solu2on	
  analysis	
  and	
  design	
  

@agilepathcorp

|

www.agile-path.com

29
Governance	
  Support	
  Through	
  Technology	
  
•  Governance	
  processes	
  can	
  be	
  built	
  directly	
  
within	
  the	
  WSO2	
  product	
  for	
  enforcement	
  
•  Consumer	
  and	
  Providers	
  benefit	
  from	
  a	
  
central	
  Service	
  Registry	
  
•  User	
  educa2on	
  about	
  Registry	
  is	
  s2ll	
  required	
  
•  SLA	
  tracking	
  and	
  enforcement	
  can	
  be	
  
conducted	
  within	
  the	
  WSO2	
  tool	
  

@agilepathcorp

|

www.agile-path.com

30
Summary	
  
•  A	
  robust,	
  user	
  friendly	
  Service	
  Registry	
  is	
  
required	
  for	
  the	
  success	
  of	
  SOA	
  and	
  Cloud	
  
solu2ons	
  
•  WSO2	
  Product	
  met	
  the	
  needs	
  given	
  its	
  
flexibility,	
  extendibility	
  and	
  licensing	
  approach	
  

@agilepathcorp

|

www.agile-path.com

31
What WSO2 Delivers

32
The Governance Registry
•  Two Main Aspects
•  Resource Repository/Registry
•  Governance Framework

33
Key Features
Key Functionalities, APIs and Extension Points

34
Architecture
Features – Structure and Composition

35
In Action
Playing a Vital Role in the Carbon Platform

36
What’s Coming Up
• 

More User-friendly UIs

• 

Connectors

37
Ques2ons
	
  

•  Contact	
  AgilePath	
  to	
  help	
  develop	
  your	
  Registry	
  
Implementa9on	
  Strategy	
  and	
  SOA	
  Solu9on	
  Design	
  
–  978.462.5737	
  Office	
  /	
  Info@agile-­‐path.com	
  
•  Contact	
  WSO2	
  to	
  learn	
  more	
  about	
  the	
  Governance	
  
Registry	
  Tool	
  and	
  other	
  Open	
  Source	
  Components	
  
–  hOp://wso2.com/contact/	
  
@agilepathcorp

|

www.agile-path.com

38
AgilePath Corporation
38 Merrimac Street
Suite 201
Newburyport, MA 01950
www.agile-path.com

Thank you!

Copyright © 2013 AgilePath Corporation. All Rights Reserved. Proprietary and Confidential

www.agile-path.com

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WSO2 and Agile Path - How the WSO2 Governance Registry is being used for a key air force program

  • 1. Governance Registry In Practice AgilePath Corporation 38 Merrimac Street Suite 201 Newburyport, MA 01950 www.agile-path.com November, 2013 Copyright © 2013 AgilePath Corporation. All Rights Reserved. Proprietary and Confidential www.agile-path.com
  • 2. Housekeeping   •  Welcome   •  The  Usual  Concerns   –  Ques2ons  and  Answers   –  Addi2onal  Materials   –  Copies  of  Slides   •  Presenter:   Ø   Kevin  King,  Vice  President  for  Client  Delivery  at  AgilePath   Over  20  years  in  Solu2on  Delivery  in  Financial  Services  and  Healthcare   domains  before  joining  AgilePath  three  years  ago   Ø Senaka  Fernando,  Senior  Technical  Lead  at  WSO2   Member  of  WSO2  since  2009,  focused  on  the  WSO2  Governance  Registry   and  WSO2  Cloud  Services  Gateway   @agilepathcorp | www.agile-path.com 2
  • 3. Agenda   •  •  •  •  •  •  Who  is  AgilePath?   Why  a  Service  Registry?   Selec2on  of  a  Registry  Tool   Extending  the  WSO2  Model   WSO2  Vision  for  Governance  Registry   Q&A   @agilepathcorp | www.agile-path.com 3
  • 4. AgilePath:  More  Than  10  Years  of  Innova2on   •  Founded  by  Eric  Marks  in  2003,  AgilePath  brings  industry  innova2on  and   thought  leadership  to  our  clients.   •  AgilePath  Corpora2on  delivers  management  and  technology  consul2ng   services  based  on  AgilePath’s  Playbook™  methodologies  for  SOA,  Cloud   Compu2ng,  Enterprise  Governance,  Legacy  PorYolio  Moderniza2on  and   Mobile-­‐Social-­‐Cloud  Fusion.   •  AgilePath  provides  vendor-­‐independent  solu2ons  and  technical  services  to   accelerate  business  results  through  superior  technology  adop2on.   @agilepathcorp | www.agile-path.com 4
  • 5. AgilePath  (cont’d)   •  AgilePath  provides  services  focused  on  today’s  technology  challenges:   –  Next  Gen  Architecture  (Social,  Mobile,  Cloud),    Cloud  Compu2ng   –  Service  Oriented  Architectures  &  Business  Process  Modeling   –  Integra2on,  Legacy  Migra2on   •  Established  reputa2on  with  F100/F500      and  Public  Sector  Clients   –  Governance  frameworks  and  implementa2ons   –  Cloud  Architecture  and  Legacy  System  Migra2on  strategies   •  Cueng  edge  innova2ons  that  accelerate  2me  to  market,  reduce   business  and  IT  costs,  and  improve  efficiency   –  Pioneering  governance  and  modeling  solu2ons   –  AgileQuad™  Modeling  PlaYorm  (PaaS):  Expedite  Solu2on  Time  to  Market,  Agile   Development   –  Governance  PaaS    for  Cloud,  SOA,  Governance  Managed  Services:  Reduce  Cost  of   Opera2ons   •  Recently  joined  WSO2  Community  Partner  Program   AgilePath  delivers  strategic  insight  coupled  with  technology  implementa2on   @agilepathcorp | www.agile-path.com 5
  • 6. Representa2ve  AgilePath  Clients   •  US  Air  Force   •  •  Marine  Corps   •  •  Military  Health   •  Services  (MHS)   •  NGA   •  •  ODNI   •  •  NSA   •  •  State  of  California   •  USTransComm   •  •  @agilepathcorp | www.agile-path.com 6 WalMart   Staples   Kaiser   Permanente   Federal  Express   Intel  Corpora2on   Mohawk  Fine   Papers   GE  Healthcare   Yale  University  
  • 7. AgilePath  Core  Prac2ces   Governance IT,  EA,  Data,  SOA,  Cloud   Governance   Enterprise  Governance     Governance  &  Managed   Outsourcing   Compliance  &  Risk   Services   Change  Management  &   Mentoring   Dashboard  &  Metrics   Strategic Alignment Technology SOA,  BPM  &  IntegraDon   Cloud  CompuDng     Enterprise  &  Data   Architecture   Data  InnovaDon:  Data   Science  &  Big  Data   Legacy  Asset  MigraDon  &   ModernizaDon   Capability   DecomposiDon   Systems  Engineering   SoIware  Development   Architectures   | www.agile-path.com Business  &  Technology   Governance   Strategic  SoluDon  Modeling   Alignment   Staffing  Services   OrganizaDonal  Design   Technology   Gen   Fusion  &  Next   @agilepathcorp Service  Registry   Fits  Here   7
  • 8. Convergence  of  Technology  and  Governance   Cloud   SOA  &   Service   Registry   Social   Media   @agilepathcorp | www.agile-path.com Mobile     8
  • 9. SOA  or  Services-­‐Based  Architecture  is  Crucial   •  "We have learned that about 70 percent of the work in successfully adopting a service-based architecture lies in defining and implementing the governance model." - internal white paper, Intel Corp. •  In our experience: one business unit won’t fund all reusable services. The Funding Models are antiquated in most organizations yet they are a critical component for the success of SOA, Cloud, Mobile and Enterprise Technology requirements. Gartner:  “Can’t  Do  Cloud  Without  SOA”   @agilepathcorp | www.agile-path.com 9
  • 10. Characteris2cs  of  a  Service  Repository   DefiniDon:  A  central  ‘database’  that  includes  ar2facts  for  all  services  planned  for  development,  in   development,  in  use  and  re2red     CharacterisDcs:   •  The  registry  is  the  driver  of  a  “Catalog”  of  Services   •  Searchable  by  service  consumers  and  providers   –  Service  registra2on  is  performed  by  service  owners   –  SOA  COE  ensures  SLAs  are  implemented  and  agreed  upon  before  services  are  in  produc2on  and   consumers  implemented   •  It  enforces  service  design-­‐2me  policies   •  Service  meta-­‐data  is  updated  throughout  the  SDLC  and  includes  content  from  the  Business   Owner,  Development  Owner,  and  Opera2ons  /  Deployment  Owner   –  –  –  –  –  –  •  Interface  defini2ons  (e.g.  opera2ons,  XSD,  sample  XML  messages)   Security  mechanisms  used/employed  by  the  service  along  with  any  access  criteria  and  restric2ons   Relevant  design  documents  or  links  to    them   Business/func2onal  behavior   Development  URLs  where  appropriate   Sample  consumer  code   Registry  provides  support  for  and  iden2fica2on  of  composite  services   @agilepathcorp | www.agile-path.com 10
  • 11. Actors  In  The  Service  Lifecycle   •  Service  Registry  Actors   –  Business  owner  -­‐  manages  requirements  and  change  requests   –  Service  development  owner  -­‐  develops  and  maintains  the  service   –  Service  opera2ons/deployment  owner  -­‐  manages  the  service  when   deployed   •  Lifecycle  Actors   –  Business  –  manages  priori2es,  requirements,  change  requests   –  SOA  Working  Group  –  enforces  standards,  governance,  facilitates   iden2fica2on   –  SOA  Center  of  Excellence  –  handles  excep2ons  and  escala2ons   –  Service  Provider  –  typically  source  system  owner,  leads  support  efforts   and  manages  capacity   –  Service  Consumer  –  the  user  of  the  service,  can  be  a  human  or   applica2on  but  every  applica2on  must  have  human  POC   @agilepathcorp | www.agile-path.com 11
  • 12. Tac2cal  Lifecycle  Processes/Rela2onships   Identify Projects & Programs Business Prioritization Enterprise Architecture Process Potential Service Requirement Identified SOA Working Group SOA COE Service Candidate ID Service Modeling Service Design Service Development QA / Testing Service Consumer Initiate New Potential Service Request Design-Time Governance | www.agile-path.com Run-Time Governance Deploy Management/ Monitoring Consume / Reuse Service Discovery @agilepathcorp Funding and Budgeting Service Portfolio Management Service  Repository  Process  Begins   Design-Time Governance Service Provider Service Qualification 12 Run-Time Governance
  • 13. Process  for  Registry  Entry  Crea2on  /  Update   Governance Process Triggers, Events New Candidate Identified and Verified Pre-conditions •  Service Candidate Identified •  Agreement that Capability is required Candidate   Iden2fica2on   Major Process Steps Candidate  Capability   Iden2fied   Governance Boards Project  or  Service  SDLC   Discovery   SDLC  Phase  Change   Service  Design   Change   Key Policies Enforced Business  Sponsor  /   Capability  Domain   Owner   Create  New  Registry  Entry   Update  Registry  Entry   Throughout  SDLC   •  SOA First •  Re-Use •  Complexity Reduction •  P2P Elimination •  Data Governance Iden2fy  and  Maintain  List   of  Consumers   Plan  for  Version   Management  and   Re2rement   Portfolio Mgmt. Process Publish, Discover, Register Service Consumption Modeling Service Discovery @agilepathcorp | www.agile-path.com SOA  Center  of   Excellence   Enterprise  or  Domain   Architecture  Office   Overview   Registry  Entry  CreaDon  and  Update  Process:   This  process  describes  the  process  for   crea2ng  a  new  capability  in  the  Registry  and   maintenance  of  the  content.  This  is   complimentary  to  the  SDLC,  Consumer  and   Provider  processes.     Example:  Capability  Candidate  is  iden2fied   during  Modeling  and  Decomposi2on  process.   The  Candidate  may  not  be  completed   development  for  several  months.   Input:  There  is  a  candidate  capability   iden2fied.     Summary  Steps:  A  capability  candidate  is   iden2fied  and  needs  to  be  verified  that  a   similar  capability  does  not  already  exist.  If   one  is  close,  then  the  request  should  be  for   an  enhancement  /  new  version  of  the   exis2ng  capability.  If  one  does  not  exist,  the   request  is  for  a  new  capability.  As  soon  as  the   need  for  a  new  capability  is  confirmed,  the   candidate  should  be  registered  with  minimal   data  in  the  Registry.  As  the  capability   proceeds  through  the  SDLC  process,  the   Registry  should  be  updated  with  details  as   they  are  known.  Preliminary  content  is   acceptable  as  long  as  it  is  clearly  noted.  The   progression  from  planning  to  development   to  tes2ng  and  ul2mately  Produc2on  is   indicated  through  the  SDLC  Phase  or  Status   field  in  the  Registry.     Output:  The  capability  is  created  and   maintained  in  the  Registry.   Internal reference: L07.02 13
  • 14. Process  for  Discovery   Governance Process Triggers, Events New    Capability   Approved   Process for Discovery Pre-conditions •  Capability has been added to or updated in Registry Major Process Steps Registry  Is  Accessible   Change  in  Registry   Content   Change  in  Solu2on   Design   Key Policies Enforced •  SOA First •  Re-Use •  Complexity Reduction •  P2P Elimination •  Publishing •  Registration SDLC  Phase  Gate   or  Milestone   Achieved   Capability  Iden2fied  as   “Needed”   Prospec2ve  Consumer   conducts  “Discovery”   Exact  or  Near  Match   Found   No  Match  Found   Realization, Utilization, Re-Use Portfolio Mgmt. Process Service Identification Publish Requirement  or  Design   Change  in  Current  Project,   Trigger  Discovery   Discovery Excep2on  &  Escala2on   process  as  needed     Governance Boards Self-­‐Governance   Domain  Working   Group   Enterprise  or  Domain   Architecture  Office   Development   Manager,  Technical   Lead   Overview   Process  for  Discovery.  Process  for  searching   meta-­‐data  in  the  registry  to  uncover  a   capability.     NOTE:  This  can  be  done  through  a  registry   tool  by  no2fying  previously  registered   consumers,  those  consumers  who  have   contracts  to  consume  it  and  through  other   internal  organiza2on  mechanisms  (ex.   development  mee2ngs,  wikis,  etc.).     Input:    There  is  a    new  capability  iden2fied   OR  a  change  to  an  exis2ng  capability  entry  in   the  registry.    There  are  known  consumers   iden2fied  in  the  registry  (either  actual  or   poten2al).     Excep2on:  Consumer  required  to  consume   new  version  of  exis2ng  capability.   Summary  Steps:  Search  is  by  keyword  or   other  registry  schema  element  in  order  to   obtain  a  list  of  poten2al  capabili2es  that  will   meet  the  need.  Person  conduc2ng  the   search  compares  the  return  list  with  the   required  func2onality  to  determine  if  there   is  an  exact,  near,  or  no  match.  When  an   exact  match  is  found,  follow  L7.5;  if  a  near   match  is  found,  follow  L7.5  and  nego2ate   with  the  provider  to  execute  L8.2;  if  no   match  is  found,  work  with  the  Architecture   Team  to  iden2fy  a  provider  who  can  then   follow  L7.2  and  add  the  capability  to  the   registry     Output:  Updated  list  of  consumers;  new   capability  added  to  Registry.   Internal reference: L07.04 @agilepathcorp | www.agile-path.com 14
  • 15. Registry  Process  Aligns  with  SDLC  Process   Service Portfolio Management Catalog   Ac2ons   SDLC   Provider   Ac2vi2es   •  Update Catalog Content •  Perform Service o Preliminary Architecture Discovery o Preliminary Payload •  Create Registry Schema Entry o Define SLA Content o Name •  Status = In Development o Description •  Register Consumers o Owner o Domain •  Start Service Mgmt •  Register Consumers Concept   •  Perform Architecture Assessment •  “Business” Justification •  Perform Existing Service Analysis •  Begin Formal Development •  Update Catalog Content o Final Architecture o Final Payload Schema o Final Service Operations o Final SLA details •  Status = In Development •  Status = In Test •  Register Consumers •  Update Catalog •  Confirm and validate all Catalog Artifacts are final versions. •  Status = In Production •  Register Consumers Develop   Launch   DefiniDon  /   Planning   •  Define Service Architecture •  Technical Design & Technical Requirements •  Build Service •  Define Functional Service •  Perform QA Testing, Description including System and •  Complete Funding Request Integration Testing •  Perform Service Modeling and Design •  Implement Versioning •  Confirm Service Qualification •  Perform Release Management •  Consumer Management •  Issue Resolution •  Change Management •  SLA Management •  Version / Retirement Planning •  Metrics Reporting •  Status o In Production o Retired o Deprecated •  Register Consumers Support   •  Perform Operational & SLA Monitoring •  Performance Monitoring •  Security Monitoring •  Capacity Management Internal reference: L07.02 @agilepathcorp | www.agile-path.com 15
  • 16. Example:  US  Air  Force  Program  Service  Registry   •  AgilePath  is  engaged  in  a  moderniza2on  program  for  a  global   US  Air  Force  enterprise  system   •  Our  responsibility  is  implemen2ng  SOA  Governance  for  the   System  Integrator,  suppor2ng  3rd  Party  solu2on  development   and  tes2ng   •  AgilePath  is  responsible  for  enforcement  of  service  lifecycle   governance  across  development  and  tes2ng  environments   •  AgilePath  is  also  filling  the  role  of  Service  Registry  training  and   Tier  1  end  user  support  for  customer  requirements   @agilepathcorp | www.agile-path.com 16
  • 17. Program  Service  Registry  Requirements   ü  Import  of  XLS  style  data   ü  Define,  Import  and  Export  AF  specific  service  meta-­‐data   ü  Ability  to  filter  services  by  site  or  by  source  system   ü  Access  based  on  role   ü  On-­‐site  implementa2on  but  accessible  by  3rd  par2es   ü  Service  Lifecycle  Management     ü  No  “heavy”  vendor  overhead  or  vendor  lock-­‐in   ü  Design-­‐2me  unlinked  from  run-­‐2me   ü  No  ‘linking’  across  environments  or  to  external  vendor  sites   ü  Flexibility  for  customiza2on     @agilepathcorp | www.agile-path.com 17
  • 18. Managed  Service  Documenta2on  Workflow   Architects Testers Us e   &   ate Up d d Up Use  &   Update at e Developers   e  & Us Identify   Services  &   Functions Service  &   Function Trackers Use  &  Update Populates Support XLS-based Service   Registry Li e   vic er Site  Specific   Services ll  S st ll  S st Fu Fu i e  L vic er Service   Catalog EVTS   Export Site  X Legend:  UDDI  Registries Security   Domain   “A” @agilepathcorp Security   Button Domain   “B” | Security   Domain   “C” Security   Domain   “D” www.agile-path.com Summary  Steps:     1.  A  service  candidate  is  iden2fied  and  the  user   queries  the  Service  Registry…   a)  If  a  service  is  found  that  meets  the   requirements,  request  consumer   registra2on;   b)  If  there  is  a  similar  but  not  sufficient  service,   request  an  enhancement  /  new  version  of   the  exis2ng  service;   c)  If  one  does  not  exist,  request  a  new  service.     2.  For  a  new  service,  the  candidate  service  is   registered  with  minimal  data  in  the  Service   Registry.     3.  As  the  service  is  matured  and  proceeds  through   the  SDLC  process,  the  Registry  is  updated  with   details  as  they  become  available.       Preliminary  content  is  acceptable  as  long  as  it  is  clearly   noted.  The  service  progression  from  planning  to   development  to  tes2ng  and  ul2mately  Produc2on  is   indicated  through  a  Service  Status  field  and  Service   Lifecycle  state  in  the  Service  Registry.   18
  • 19. Vendor  Assessment  Process   •  We  used  our  standard  Vendor  Assessment   Process  to  evaluate  poten2al  Registry  Products   •  Tested  and  evaluated  8  vendor  products,   scoring  each  with  a  1-­‐5  ra2ng  across  6   categories  comprising  29  different  criteria.   •  Category  and  criteria  items  were  provided  by   AgilePath  and  individual  weigh2ng  of  items  was   determined  by  analyzing  customer  criteria  and   requirements.     @agilepathcorp | www.agile-path.com 19
  • 20. Customer  Requirements  Mapped  To  AP  Scoring   Customer  DescripDon  /  Requirement   Maps  to  AP  Criteria   Category   Web-­‐based  user  interface  easily  accessible  through   On-­‐site  /  Installed  Applica2on  or  Cloud   Install   Portal  or  intranet.   Hosted   Easy  to  populate  and  usable  to  the  end  consumer   Import  /  Export  to  XLS   User   Advanced  search  capability  (non-­‐linear  queries,   Robust  Keyword  Search  /  Discovery   User   more  than  just  search  on  columns).   Across  all  meta-­‐data  fields   There  are  frequent  requests  for  a  Service  Catalog   Customizable  Service  Provider   Must  Have  Feature   related  to  a  specific  build.    Where  is  the  SC  for  Build   workflow   1?    Build  2?   Each  build  is  a  source  of  services  informa2on.   Service  Lifecycle  Management   Must  Have  Feature   Ability  to  add,  change,  edits  and  customize  service   Support  for  customizable  meta-­‐data   Content   metadata.   fields  and  tags   Simultaneous  edi2ng  capability  with  row-­‐level   Full  audit  log  to  track  changes   Security   locking.   Design-­‐2me/Run-­‐2me  Synchroniza2on   Run-­‐2me  and  Design-­‐2me  Instances   Install   Support  for  data  import/export  func2onality  and   Import  /  Export  to  XLS   User   possibly,  ability  to  interface  with  CMDB.   Ability  to  track  service  pedigree.   Version  Differen2a2on   Must  Have  Feature   Service  Consumer  registra2on  and  maintenance  of   Consumer  Registra2on  and  Status   Must  Have  Feature   consumer  auributes  with  high  data  integrity.   Service  usage  count  in  number  of  consumers.   Consumer  Registra2on  and  Status   Must  Have  Feature   Service  Depreca2on  Status  -­‐  Which  services  are   Version  Differen2a2on   Must  Have  Feature   planned  to  be  deprecated  in  the  next  6  months?   This  would  enable  planning  for  service  replacement.   @agilepathcorp | www.agile-path.com 20
  • 21. Standardized  Scoring   Values   0   1   2   3   4   5   •  •  •  •  •  •  DefiniDon   Not  evaluated   Does  not  meet  requirement   Par2ally  meets  the  requirements   Sufficiently  meets  the  requirement   Meets  requirement  and  has  few  addi2onal  capabili2es   Significantly  exceeds  requirement  in  this  area   Each criteria is “scored” using standard point values Individual criteria values are ‘rolled up’ to determine the category score Category scores are ‘rolled up’ to determine a weighted score Raw point totals, unweighted, are accumulated for reference Results automatically adjust. We re-do evaluations for new vendor releases The same AgilePath resource evaluated all products within a specific category to eliminate bias and personal preferences @agilepathcorp | www.agile-path.com 21
  • 22. Vendors  Scored  Across  Mul2ple  “Categories”   Major  Category   Content   Weight   DefiniDon   15%   Is  there  flexibility  in  underlying  content,  predefined   values?   Install   10%   Requirements  that  are  important  to  understand  the   technical  requirements   User   20%   User  experience  requirements  to  ensure  it  meets  the   customer  need   Security   Lifecycle   Miscellaneous   20%   25%   10%   Fundamental  site  and  access  security  requirements   Requirements  focused  on  lifecycles  or  processes   Features  that  would  enhance  the  customer   implementa2on   •  Weights are tuned based on client requirements •  Within each category, we also give a client-specific weight to each criteria •  At each level, the individual weights add up to 100% @agilepathcorp | www.agile-path.com 22
  • 23. Categories  Break  Down  into  Mul2ple  Criteria   Content   Support  for  customizable  meta-­‐data   fields  and  tags   Support  for  Links  across  internal   network   Support  for  Links  to  external  /  public   websites   Support  for  Composite  Services  and   Linking  to  Component  Services   Viewpoint:  Is  there  flexibility  in  underlying  content,   Weight  predefined  values?   45%   Ability  for  client  to  define  meta-­‐data  fields  for  quick   reference  content   20%   Ability  for  client  to  link  content  within  company   network  (ex.  Link  to  XML  Schema  in  source  code   repository)   20%   Ability  to  link  to  external  website  for  content  (ex.  WS-­‐ Security  standards)   15%   Easily  iden2fied  composite  services  and  ability  to  trace   back  to  component  services  for  related  content   Viewpoint:  these  requirements  ensure  the  product   User   Weight   meets  the  basic  customer  need   Import  /  Export  to  XLS   20%   Can  the  applica2on  import  or  export  data  to  /  from  the   repository  for  easy  popula2on,  backup,  migra2on   capability?  Is  it  a  selec2ve  export?   Robust  Keyword  Search  /  Discovery   25%   Does  the  applica2on  support  key  word  search  across   Across  all  MetaData  fields   custom  meta-­‐data  fields?   Simple  Keyword  Search  /  Discovery   15%   Does  the  search  feature  search  free  form  descrip2ve   across  descrip2on  field   text?   Ability  to  iden2fy  service   20%   Does  the  applica2on  show  which  services  are  consuming   dependencies   other  services,  which  consumers  are  using  which   services?  Bonus:  Does  it  build  a  "mind-­‐map"  style   diagram  of  the  environment?   Version  Differen2a2on   20%   Does  the  applica2on  support  one  or  mul2ple  versions  of   services?  Does  it  facilitate  version  transla2on  for   request/response  messages?  Are  re2red  service  versions   accessible  via  search,  view  for  reference?   @agilepathcorp | www.agile-path.com 23
  • 24. Vendor  Assessments  Presented  to  Client   Weighted   Average   Scoring   Average   Total     Points   WSO2  Governance  Registry   3.29   3.24   94   SoywareAG  CentraSite   3.35   3.17   92   IBM  WSRR   3.09   3.07   89   HP  Sys2net   2.91   2.90   84   SOA  Soyware  Repository  Manager   2.83   2.79   81   Oracle  Service  Registry   2.75   2.72   79   Jboss  Enterprise  SOA  PlaYorm   2.55   2.59   75   Mule  Galaxy   2.52   2.55   74   Vendor  /  Product  Name   •  Three scores generated for each vendor: weighted average, straight average and total points •  Conducted a virtual “bake off” with top two vendors •  Bake-off: WebEx style demo of 2 use cases created by the customer and provided to the vendor. •  Vendor conducted the walk-through of their tool directly with the customer. •  Prior assessment activities were driven by AP to identify top two vendors. •  All results were reviewed with the client prior to selection to ensure transparency and that scoring was done to their specifications. •  Client selected WSO2 Governance Registry Product @agilepathcorp | www.agile-path.com 24
  • 25. Extending  the  WSO2  Data  Model   •  To  support  the  requirements,  we  extended   the  core  Governance  Registry  Database:     –  Modeled  Air  Force  /  DoD  specific  meta-­‐data   •  Ex.  custom  risk  exposure  fields,  mul2ple  levels  of   system  iden2fica2on  (type  of  system,  sub-­‐system,  etc.),   related  customer  use  case  (ex.  Targe2ng)   –  Custom  tables  have  primary  key  /  foreign  key   rela2onships  that  we  needed  to  enforce   •  We  will  be  building  a  custom  extract  for  Risk   Exposure  for  services  connec2ng  across   firewalls   @agilepathcorp | www.agile-path.com 25
  • 26. Extended  Data  Concepts   •  Requirement to support custom fields •  This outline helped ‘demonstrate’ those fields and their relationships •  Within each Asset Type, there are 1+ related fields and tables @agilepathcorp | www.agile-path.com 26
  • 27. Data  Concepts  Translated  to  Rela2onal  Tables   Asset  Type   Providing  Component   Providing  Component   Providing  Component   Asset  Type   Providing  Component   Asset  Type   Providing  Component   Providing  Component   Providing  Component   Asset  Type   Providing  Component   Providing  Component   Providing  Component   Table   Overview   Overview   Overview     Table   Taxonomy     Table   Technical   Technical   Technical     Table   Miscellaneous   Miscellaneous   Miscellaneous   Element   Name     Version     DescripDon       Element   Keywords       Element   Constraints     Language     Pla]orm       Element   Usage  Fee     ExpiraDon  Date     ReDrement/Decommission  Date     Type   Text  Field   Numeric  Text  Field   Text  Field     Type   Editable  List     Type   Text  Field   Drop-­‐down  Box   MulDple  SelecDon  List     Type   Numeric  Text  Field   Date  Field   Date  Field   •  Relational Tables were designed to maintain the affinity and cardinality of values to the underlying services @agilepathcorp | www.agile-path.com 27
  • 28. Client  Requested  Custom  Report  Required   •  Custom  Field  iden2fies  requirement  for  extract  (if   value  =  Y,  then  include  in  report)   •  Extract  includes  custom  fields  as  well  as  core  WSO2   fields   •  Output  will  be  CSV  and  then  input  into  PPT   •  Report  currently  planned  for  manual  genera2on   monthly  but  may  explore  automa2on  in  the  future   •  Challenge:  Access  to  Business  &  Technical  Resources   that  are  not  co-­‐located  is  slowing  requirements   gathering  and  solu2on  design   @agilepathcorp | www.agile-path.com 28
  • 29. Keys  to  our  successful  implementa2on   •  Government  customer  was  comfortable  with   Open  Source  solu2on   •  WSO2  resources  were  helpful  during  sales   cycle  and  with  implementa2on  ques2ons   •  Combined  service-­‐based  solu2on  knowledge   of  System  Integrator  and  AgilePath  was  cri2cal   in  driving  solu2on  analysis  and  design   @agilepathcorp | www.agile-path.com 29
  • 30. Governance  Support  Through  Technology   •  Governance  processes  can  be  built  directly   within  the  WSO2  product  for  enforcement   •  Consumer  and  Providers  benefit  from  a   central  Service  Registry   •  User  educa2on  about  Registry  is  s2ll  required   •  SLA  tracking  and  enforcement  can  be   conducted  within  the  WSO2  tool   @agilepathcorp | www.agile-path.com 30
  • 31. Summary   •  A  robust,  user  friendly  Service  Registry  is   required  for  the  success  of  SOA  and  Cloud   solu2ons   •  WSO2  Product  met  the  needs  given  its   flexibility,  extendibility  and  licensing  approach   @agilepathcorp | www.agile-path.com 31
  • 33. The Governance Registry •  Two Main Aspects •  Resource Repository/Registry •  Governance Framework 33
  • 34. Key Features Key Functionalities, APIs and Extension Points 34
  • 36. In Action Playing a Vital Role in the Carbon Platform 36
  • 37. What’s Coming Up •  More User-friendly UIs •  Connectors 37
  • 38. Ques2ons   •  Contact  AgilePath  to  help  develop  your  Registry   Implementa9on  Strategy  and  SOA  Solu9on  Design   –  978.462.5737  Office  /  Info@agile-­‐path.com   •  Contact  WSO2  to  learn  more  about  the  Governance   Registry  Tool  and  other  Open  Source  Components   –  hOp://wso2.com/contact/   @agilepathcorp | www.agile-path.com 38
  • 39. AgilePath Corporation 38 Merrimac Street Suite 201 Newburyport, MA 01950 www.agile-path.com Thank you! Copyright © 2013 AgilePath Corporation. All Rights Reserved. Proprietary and Confidential www.agile-path.com