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OData External Data Integration
Strategies For SaaS
Roderick Peace
Director of Product
Management
Oracle
Mike Pizzo
Principal Software
Architect
Microsoft
Sumit Sarkar
Chief Data Evangelist
Progress
© 2015 Progress Software Corporation. All rights reserved.2
Audio Bridge Options & Question Submission
OData External Data Integration
Strategies For SaaS
Roderick Peace
Director of Product
Management
Oracle
Mike Pizzo
Principal Software
Architect
Microsoft
Sumit Sarkar
Chief Data Evangelist
Progress
@SAsInSumit
© 2015 Progress Software Corporation. All rights reserved.4
Agenda
 Overview of the OData OASIS standard (Mike)
 Why SaaS vendors are driving OData adoption (Sumit)
 Behind the Scenes: Oracle Service Cloud OData Accelerators (Roderick)
© 2015 Progress Software Corporation. All rights reserved.5
OData Overview
© 2015 Progress Software Corporation. All rights reserved.6
OData Overview
 Why OData?
 What is OData?
• Underlying Principles
• What does it support?
 Where is OData Being Used?
 OData Standardization
© 2015 Progress Software Corporation. All rights reserved.7
Observed Trends
 Data Silos -> Open Data
• Impacts government, science and enterprise
 On Premises -> Cloud
• APIs need to support both on-premises and cloud
 Web Sites -> Web APIs
• Device/Language/Runtime proliferation
 Operational APIs -> Resource-oriented APIs
• RESTful programming patterns
 Lack of interoperability…
© 2015 Progress Software Corporation. All rights reserved.8
What is OData?
…a uniform, consumer-oriented way to describe resources
Intuitive, conceptual model of entities and relationships
…uniform operations build on REST principles
Addressability, GET, POST, PUT, PATCH, DELETE, custom actions
…uniform URL conventions
Navigation, filtering, sorting, paging, custom functions, etc.
…a uniform way of representing structured data
Simple JSON format with annotation mechanism
…uniform data and metadata annotations
Define common semantics across schemas, operations
…an Open Standard
Approved as an OASIS Standard February, 2014
© 2015 Progress Software Corporation. All rights reserved.9
Defined Conventions
 Common Requests
• Metadata Description
• Resource retrieval, Query, Insert, Update, Delete, Custom Functions/Actions
• Batch Requests, Delta Requests
 URL Conventions
• Relationship Navigation
 Query Conventions
• Filter, Sort, Top/Skip, Expand, Projection, Aggregation
 JSON Format Conventions
• Payload description, count, type information, ids
• Navigation, edit, media links
• Custom payload annotations
• Deltas
© 2015 Progress Software Corporation. All rights reserved.10
OData Usage Scenarios
 OData is useful for exposing all types of data
• Enterprise, Government, Consumer, Healthcare, Custom Data
 Why do people use OData?
• Simple data consumption
– Provides access to data from any platform/device without requiring client drivers/libraries
– Consumer-oriented conceptual data model
• Interoperability
– Leverages ecosystem of existing tools, apps, libraries
• Rich, Mature Specification
– Encapsulates best practices for building robust REST services
© 2015 Progress Software Corporation. All rights reserved.11
Broad Adoption
© 2015 Progress Software Corporation. All rights reserved.12
OData Standardization
 Ratified as an OASIS standard February, 2014
• OData 4.0 Protocol, URL Conventions, Schema Definition Language
• JSON Format
 OASIS Standard Submitted to ISO
• Ballot closes end of January
 Ongoing Work
• JSON Schema metadata format
• Aggregation, Temporal Extensions
• OData 4.01
– Simplified Patterns
– Unstructured document stores
© 2015 Progress Software Corporation. All rights reserved.13
Why SaaS vendors are driving
OData adoption
© 2015 Progress Software Corporation. All rights reserved.14
Overview of SaaS adoption for OData (producers)
© 2015 Progress Software Corporation. All rights reserved.15
Overview of external data strategies (ODBC vs OData consumers)
 Text goes here
© 2015 Progress Software Corporation. All rights reserved.16
Overview of external data strategies (ODBC vs OData consumers)
 Text goes here
Standards Based Connectivity :
Elevates value of data as
producer
Elevates value of application
as consumer
© 2015 Progress Software Corporation. All rights reserved.17
Rise of citizen developers/integrators
A citizen developer is a user who creates new business
applications for consumption by others using development and
runtime environments sanctioned by corporate IT
- Gartner Glossary
To support citizen developers, integrators and line of business professionals
SaaS vendors need a standard!
© 2015 Progress Software Corporation. All rights reserved.18
Types of data sources being accessed over OData from these SaaS apps
 Marketing Applications
 Customer Engagement
 ERP / core systems
 Data Warehouses
 Big Data
© 2015 Progress Software Corporation. All rights reserved.19
Salesforce Connect Demo / Screenshots
© 2015 Progress Software Corporation. All rights reserved.20
Oracle Service Cloud OData
Accelerators
© 2015 Progress Software Corporation. All rights reserved.21
Why Service Cloud: Engage customers in their channel of choice
Email Support
Complete Email Response
Management
Live Chat
Industry Leading Chat &
Proactive Chat
Mobile Self-Service
Global Device Support
Knowledge
Single Knowledgebase Across All
Channels
Social Self-Service
Leverage the Power of
Customer Knowledge
Contact Center
Q: What are OSvC
Accelerators?
A: Open sourced “reference
integrations” to major
platforms like Siebel or
Salesforce.
Q: Why Build OSvC
Accelerators (OData)?
A: ERP systems reflect core
business differentiators and
are typically customized.
© 2015 Progress Software Corporation. All rights reserved.24
Why do SaaS products need an external data design pattern?
Select production core database metrics for Oracle Service Cloud
© 2015 Progress Software Corporation. All rights reserved.25
What are Oracle Service Cloud and Reference Integration Accelerators?
Product and Warrantee Reports
© 2015 Progress Software Corporation. All rights reserved.26
What are Oracle Service Cloud and Reference Integration Accelerators?
Report Add-in Displays Live data
for selected contact
© 2015 Progress Software Corporation. All rights reserved.27
Edit external data without leaving the unified desktop
© 2015 Progress Software Corporation. All rights reserved.28
Edit external data without leaving the unified desktop
Edit External data
© 2015 Progress Software Corporation. All rights reserved.29
Empower Agents and Admins to optimize their workspace with out calling IT
Virtual tables created by
the Report Add-in
© 2015 Progress Software Corporation. All rights reserved.30
Oracle Service Cloud : Accelerators require custom development for each platform
Cont Center 2Contact Center 1
Add-ins talk to SOA
Add-in and Agent Desktop
Communicate with the Cloud
Oracle Cloud
Siebel Workflow Updates
ConsumerConsumer
New SRs from CP
SR Details Pulled into CP Widgets
OSvC
Brand Website
Branded OSvC Web Self Service Portal (CP)
Live ChatStandard Incident / Profile Widgets
Siebel Integration Service Status BarChat and CTI media bars
OSvC Agent Desktop
Fusion HCMBack Office
Customer Site
ERP SOA
Fusion Sales
© 2015 Progress Software Corporation. All rights reserved.31
Why choose OData : Open Source tools for languages in our infrastructure
PHP Web portal
Extensible PHP / Code Igniter based
web portal for customer interactions
MySQL Database
Highly optimized MySQL database
servers on the SAAS backend
iOS / Android Mobile Apps
Multiplatform Mobile Accelerators based on
MAF for both Agents and Consumers
CentOS Backend
Multi-tenant / Multi-version datacenters
Window Client
Extensible Windows based Agent Desktop
with native workspace, workflow,
and report designers
Data
Centers
Web
Portal
Web
Client
Desktop
client
MobileDatabase
Java Based Browser Client
Extensible Java based Agent Portal
© 2015 Progress Software Corporation. All rights reserved.32
Oracle Service Cloud : OData and OData Reports Add-in Accelerator
Cont Center 2Contact Center 1
Add-ins talk to Progress via OData
Oracle Cloud
Siebel Workflow Updates
ConsumerConsumer
New SRs from CP
SR Details Pulled into CP Widgets
Progress
OSvC
Progress to Siebel
Brand Website
Branded OSvC Web Self Service Portal (CP)
Siebel SR List Widget
Live Chat
Knowledge Base
Standard Incident / Profile Widgets
OSvC + Siebel Contact SearchSiebel Contact Details
Siebel Integration Service Status Bar
Siebel SR Reports and Tools
OSvC Multichannel Contact Center WorkSpace
Siebel SR / RO Reports and Tools
Chat and CTI media bars
OSvC Agent Desktop
SFDC
OData to External Data
TripPin OData Service
Fusion SalesBack Office
Siebel Instance
Customer Site
ERP
Progress to Back Office
Sales Rep
SFDC Web UI
OSvC Incidents
© 2015 Progress Software Corporation. All rights reserved.33
Leveraging OData to extend Oracle Service Cloud
© 2015 Progress Software Corporation. All rights reserved.34
Leveraging OData to Extend Oracle Service Cloud
Editable SFDC Contact Detail
Thank You
Roderick Peace
Director of Product
Management
Oracle
Mike Pizzo
Principal Software
Architect
Microsoft
Sumit Sarkar
Chief Data Evangelist
Progress
@SAsInSumit

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OData External Data Integration Strategies for SaaS

  • 1. OData External Data Integration Strategies For SaaS Roderick Peace Director of Product Management Oracle Mike Pizzo Principal Software Architect Microsoft Sumit Sarkar Chief Data Evangelist Progress
  • 2. © 2015 Progress Software Corporation. All rights reserved.2 Audio Bridge Options & Question Submission
  • 3. OData External Data Integration Strategies For SaaS Roderick Peace Director of Product Management Oracle Mike Pizzo Principal Software Architect Microsoft Sumit Sarkar Chief Data Evangelist Progress @SAsInSumit
  • 4. © 2015 Progress Software Corporation. All rights reserved.4 Agenda  Overview of the OData OASIS standard (Mike)  Why SaaS vendors are driving OData adoption (Sumit)  Behind the Scenes: Oracle Service Cloud OData Accelerators (Roderick)
  • 5. © 2015 Progress Software Corporation. All rights reserved.5 OData Overview
  • 6. © 2015 Progress Software Corporation. All rights reserved.6 OData Overview  Why OData?  What is OData? • Underlying Principles • What does it support?  Where is OData Being Used?  OData Standardization
  • 7. © 2015 Progress Software Corporation. All rights reserved.7 Observed Trends  Data Silos -> Open Data • Impacts government, science and enterprise  On Premises -> Cloud • APIs need to support both on-premises and cloud  Web Sites -> Web APIs • Device/Language/Runtime proliferation  Operational APIs -> Resource-oriented APIs • RESTful programming patterns  Lack of interoperability…
  • 8. © 2015 Progress Software Corporation. All rights reserved.8 What is OData? …a uniform, consumer-oriented way to describe resources Intuitive, conceptual model of entities and relationships …uniform operations build on REST principles Addressability, GET, POST, PUT, PATCH, DELETE, custom actions …uniform URL conventions Navigation, filtering, sorting, paging, custom functions, etc. …a uniform way of representing structured data Simple JSON format with annotation mechanism …uniform data and metadata annotations Define common semantics across schemas, operations …an Open Standard Approved as an OASIS Standard February, 2014
  • 9. © 2015 Progress Software Corporation. All rights reserved.9 Defined Conventions  Common Requests • Metadata Description • Resource retrieval, Query, Insert, Update, Delete, Custom Functions/Actions • Batch Requests, Delta Requests  URL Conventions • Relationship Navigation  Query Conventions • Filter, Sort, Top/Skip, Expand, Projection, Aggregation  JSON Format Conventions • Payload description, count, type information, ids • Navigation, edit, media links • Custom payload annotations • Deltas
  • 10. © 2015 Progress Software Corporation. All rights reserved.10 OData Usage Scenarios  OData is useful for exposing all types of data • Enterprise, Government, Consumer, Healthcare, Custom Data  Why do people use OData? • Simple data consumption – Provides access to data from any platform/device without requiring client drivers/libraries – Consumer-oriented conceptual data model • Interoperability – Leverages ecosystem of existing tools, apps, libraries • Rich, Mature Specification – Encapsulates best practices for building robust REST services
  • 11. © 2015 Progress Software Corporation. All rights reserved.11 Broad Adoption
  • 12. © 2015 Progress Software Corporation. All rights reserved.12 OData Standardization  Ratified as an OASIS standard February, 2014 • OData 4.0 Protocol, URL Conventions, Schema Definition Language • JSON Format  OASIS Standard Submitted to ISO • Ballot closes end of January  Ongoing Work • JSON Schema metadata format • Aggregation, Temporal Extensions • OData 4.01 – Simplified Patterns – Unstructured document stores
  • 13. © 2015 Progress Software Corporation. All rights reserved.13 Why SaaS vendors are driving OData adoption
  • 14. © 2015 Progress Software Corporation. All rights reserved.14 Overview of SaaS adoption for OData (producers)
  • 15. © 2015 Progress Software Corporation. All rights reserved.15 Overview of external data strategies (ODBC vs OData consumers)  Text goes here
  • 16. © 2015 Progress Software Corporation. All rights reserved.16 Overview of external data strategies (ODBC vs OData consumers)  Text goes here Standards Based Connectivity : Elevates value of data as producer Elevates value of application as consumer
  • 17. © 2015 Progress Software Corporation. All rights reserved.17 Rise of citizen developers/integrators A citizen developer is a user who creates new business applications for consumption by others using development and runtime environments sanctioned by corporate IT - Gartner Glossary To support citizen developers, integrators and line of business professionals SaaS vendors need a standard!
  • 18. © 2015 Progress Software Corporation. All rights reserved.18 Types of data sources being accessed over OData from these SaaS apps  Marketing Applications  Customer Engagement  ERP / core systems  Data Warehouses  Big Data
  • 19. © 2015 Progress Software Corporation. All rights reserved.19 Salesforce Connect Demo / Screenshots
  • 20. © 2015 Progress Software Corporation. All rights reserved.20 Oracle Service Cloud OData Accelerators
  • 21. © 2015 Progress Software Corporation. All rights reserved.21 Why Service Cloud: Engage customers in their channel of choice Email Support Complete Email Response Management Live Chat Industry Leading Chat & Proactive Chat Mobile Self-Service Global Device Support Knowledge Single Knowledgebase Across All Channels Social Self-Service Leverage the Power of Customer Knowledge Contact Center
  • 22. Q: What are OSvC Accelerators? A: Open sourced “reference integrations” to major platforms like Siebel or Salesforce.
  • 23. Q: Why Build OSvC Accelerators (OData)? A: ERP systems reflect core business differentiators and are typically customized.
  • 24. © 2015 Progress Software Corporation. All rights reserved.24 Why do SaaS products need an external data design pattern? Select production core database metrics for Oracle Service Cloud
  • 25. © 2015 Progress Software Corporation. All rights reserved.25 What are Oracle Service Cloud and Reference Integration Accelerators? Product and Warrantee Reports
  • 26. © 2015 Progress Software Corporation. All rights reserved.26 What are Oracle Service Cloud and Reference Integration Accelerators? Report Add-in Displays Live data for selected contact
  • 27. © 2015 Progress Software Corporation. All rights reserved.27 Edit external data without leaving the unified desktop
  • 28. © 2015 Progress Software Corporation. All rights reserved.28 Edit external data without leaving the unified desktop Edit External data
  • 29. © 2015 Progress Software Corporation. All rights reserved.29 Empower Agents and Admins to optimize their workspace with out calling IT Virtual tables created by the Report Add-in
  • 30. © 2015 Progress Software Corporation. All rights reserved.30 Oracle Service Cloud : Accelerators require custom development for each platform Cont Center 2Contact Center 1 Add-ins talk to SOA Add-in and Agent Desktop Communicate with the Cloud Oracle Cloud Siebel Workflow Updates ConsumerConsumer New SRs from CP SR Details Pulled into CP Widgets OSvC Brand Website Branded OSvC Web Self Service Portal (CP) Live ChatStandard Incident / Profile Widgets Siebel Integration Service Status BarChat and CTI media bars OSvC Agent Desktop Fusion HCMBack Office Customer Site ERP SOA Fusion Sales
  • 31. © 2015 Progress Software Corporation. All rights reserved.31 Why choose OData : Open Source tools for languages in our infrastructure PHP Web portal Extensible PHP / Code Igniter based web portal for customer interactions MySQL Database Highly optimized MySQL database servers on the SAAS backend iOS / Android Mobile Apps Multiplatform Mobile Accelerators based on MAF for both Agents and Consumers CentOS Backend Multi-tenant / Multi-version datacenters Window Client Extensible Windows based Agent Desktop with native workspace, workflow, and report designers Data Centers Web Portal Web Client Desktop client MobileDatabase Java Based Browser Client Extensible Java based Agent Portal
  • 32. © 2015 Progress Software Corporation. All rights reserved.32 Oracle Service Cloud : OData and OData Reports Add-in Accelerator Cont Center 2Contact Center 1 Add-ins talk to Progress via OData Oracle Cloud Siebel Workflow Updates ConsumerConsumer New SRs from CP SR Details Pulled into CP Widgets Progress OSvC Progress to Siebel Brand Website Branded OSvC Web Self Service Portal (CP) Siebel SR List Widget Live Chat Knowledge Base Standard Incident / Profile Widgets OSvC + Siebel Contact SearchSiebel Contact Details Siebel Integration Service Status Bar Siebel SR Reports and Tools OSvC Multichannel Contact Center WorkSpace Siebel SR / RO Reports and Tools Chat and CTI media bars OSvC Agent Desktop SFDC OData to External Data TripPin OData Service Fusion SalesBack Office Siebel Instance Customer Site ERP Progress to Back Office Sales Rep SFDC Web UI OSvC Incidents
  • 33. © 2015 Progress Software Corporation. All rights reserved.33 Leveraging OData to extend Oracle Service Cloud
  • 34. © 2015 Progress Software Corporation. All rights reserved.34 Leveraging OData to Extend Oracle Service Cloud Editable SFDC Contact Detail
  • 35. Thank You Roderick Peace Director of Product Management Oracle Mike Pizzo Principal Software Architect Microsoft Sumit Sarkar Chief Data Evangelist Progress @SAsInSumit