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S-Cube Learning Package
SOA Migration: Study of Theory and Practice


         Maryam Razavian, Patricia Lago
         VU University Amsterdam (VUA)




                 www.s-cube-network.eu
Learning Package Categorization


                            S-Cube




                 Engineering Principles, Techniques
                         & Methodologies




         Designing and Migrating Service-Based Applications




                        SOA Migration
Learning Package Overview

    §  Problem Description


    §  What do we know in academia
       –  Systematic Review



    §  What do we know in industry
       –  Industrial Survey




3
Migration of Legacy Systems to SOA




                           Migrate




       Pre-existing                  Service-based
       enterprise assets             Systems

4
SOA Migration: Problem areas




       What to do?                                           How to do?
       What activities                                       What process
                                    SOA
                                  Migration




                              What knowledge?
                             What are the inputs and
                                    outputs


                 These problem areas are introduced in [1]
5
Understanding SOA Migration using a
    Framework




           This framework called SOA-MF is presented in [2].
6
SOA-MF: Positioning and Categorizing




          Approach A
                                 Approach B



8
Learning Package Overview

    §  Introduction on SOA Migration


    §  What do we know in academia
       – Systematic Review



    §  What do we know in industry
       –  Industrial Survey



9
What SOA migration entails in theory

 Goal: What types of SOA migration exist in the field?


 §  Research Method: Systematic Literature Review
     Why?


     –  Methodological rigor in aggregating existing SOA migration
        approaches


     –  Minimizing the bias in review process à extraction of
        sound migration categories

        The details related to systematic review is published in [3]

10
Systematic Review Process Stages



                 Planning               Conducting                 Reporting
                the review              the review                 the review




                                                   Selection of
     Research Questions      Search Process
                                                 Primary Studies




     RQ) What methods/processes/approaches regarding legacy to SOA
     migration, have been proposed in research community so far?



11
Review Protocol


               Planning
              the review


                                                       Selection of
     Research Questions       Search Process
                                                     Primary Studies




     1.  Search Query: ( migration OR …[ related terms]) AND (legacy
         system OR …) AND ( SOA OR …)
     2.  Data Sources: digital libraries (IEEE Explore, ACM digital library, ISI
         …)
     3.  Search Scope: titles and abstracts




12
Related Terms for the Keywords


     SOA                                      Legacy                      Migration
     service oriented architecture            legacy code                 modernization
     service computing                        legacy system               transformation
     service-based                            existing system             reengineering
     service-centric                          existing code               migrate
     service engineering                      existing asset

     Service oriented software                pre-existing code
        engineering


     Search Query
     ("SOSE" OR "SOA" <or> "service computing" <or>"service based" <or> "service centric" <or>"service
     engineering" <or>"service oriented " <or> "service oriented architecture" <or> "service oriented software
     engineering" or "service") AND ("legacy" <or> "legacy code" <or>"legacy system" <or>"existing system"
     <or>"legacy component" <or> "existing code" <or>" existing asset" <or>"existing component" <or>"pre-
     existing code" <or>"pre-existing system" <or>"pre-existing component") <and>("migrate" <or> "migration"
     <or>"modernization" OR "transformation" <or>"reengineering") <and> (pyr >= 2000 <and> pyr <= 2009)



13
Review Protocol


                Planning
               the review


                                                         Selection of
      Research Questions      Search Process
                                                       Primary Studies




     Inclusion Criteria:
     I1) A study that is about migration to services
     I2) A study that addresses migration from pre-existing legacy assets
     I3) A study that proposes a solution for migration




14
Review Results



     Conducting            51 Primary Studies
     the review




                  Distribution of primary studies published by year

15
Qualitative Data Analysis




     Qualitative Data Analysis: Coding to achieve mapping on SOA-
                                   MF


16
8 families of SOA Migration

                                                     a)   b)   c)   d)



                                               F1)




                                               F2)




                                               F3)




           Service Identification Family       F4)




                                               F5)




                                               F6)



                                               F7)



     Forward Engineering with Design Element   F8)
     Transformation Family



17
What do the families imply?



 1.  What are general types of solution in this family?


 2.  To what extent the reverse engineering,
     transformation and forward engineering occurs?


 3.  What activities are carried out?


 4.  What artifacts are used and produced?
18
How does it help?




        What to do?                                     How to do?
        What activities                                 What process
                                       SOA
                                     Migration
     Goal: identifying the
     activities that should be
     covered in the migration
           • What legs do I
           need?                 What knowledge?
           • What is the          What are inputs and
                                       outputs
           closest family?




19
What types of knowledge shape
 SOA migration?




             Code-related Knowledge




20
What types of knowledge shape
 SOA migration?




              Design-related Knowledge

21
What types of knowledge shape
 SOA migration?




              Problem-related Knowledge



22
How does it help?




     What to do?                             How to do?
     What activities                         What process
                             SOA
                           Migration




                       What knowledge?
                       What are inputs and
                            outputs



23
SOA Migration Themes

               Two different sequencing of
               activities




24
SOA Migration Themes




         Arch-shaped approaches           Bowl-shaped approaches

     Migration for Modernization:     Migration for reuse in service-based
        renovate existing system to     development: facilitating reuse in
        reconstitute it in new form     building new service-based systems
                       65%                            35%



25
How does it help?




     What to do?                             How to do?
     What activities                         What process
                             SOA
                           Migration




                       What knowledge?
                       What are inputs and
                            outputs


26
Learning Package Overview

 §  Introduction on SOA Migration


 §  What do we know in academia
     –  Systematic Review




 §  What do we know in industry
     – Industrial Survey



27
What SOA Migration entails in Practice?

 Study: What Type of SOA Migration are You?


 §  6 different leading companies in SOA solutions participated


       –  SOA Migration Projects (both consultancy and in house)


       –  9 interviews with senior architects (1 hour)


       –  Both enterprise and technical architects

           The details related to systematic review is published in [4,5]

28
What Families Occur in Practice




29
SOA Migration Themes - Practice




                  Bowl-shaped approaches



30
SOA Migration Themes - Practice


     1. Migration for Reuse: I want         2. Migration for Integration: I
        to modernize my current                want to integrate my existing
        system to SOA                          applications using SOA
                                               technology




                  +
                                                        +


                                                           SO analysis and
                                        Wrapping the whole design drives
                   Temporary wrapping   application (or    integration
                   existing assets      segments)
 Understanding existing
 business processes
31
What did we Learn?

 1.  All bowl-shaped
 2.  Forward Engineering leg is covered


 3.  Focus on top most transformation level


     1.  Transformation at different levels: Enterprise Architecture
         Transformation, Business Process Transformation


 4.  Incremental SOA Migration
 5.  Enterprise architecture drives SOA Migration

32
Summary



     Systematic Review     Industrial Survey: What
     What we know of SOA   are the main types of
     migration in the      migration in practice, What
     literature            is different




33
References


 [1] M.Razavian, D.K.Nguyen, P.Lago, Willem-Jan van den Heuvel, The SAPIENSA Approach for
     Service-enabling Pre-existing Legacy Assets,International Workshop on SOA Migration and
     Evolution 2010 (SOAME 2010), 2010, OFFIS

 [2] M. Razavian and P.Lago, Towards a conceptual framework for legacy to SOA migration, 5th
     International Workshop on Engineering Service Oriented Applications (WESOA) at ICSOC, 2009,
     pp. 15.

 [3] M. Razavian, P. Lago, A frame of reference for SOA migration, Springer LNCS 6481,
     Servicewave , 2010.

 [4] M. Razavian and P. Lago, A survey of SOA migration in industry, in International Conference on
     Service Oriented Computing, ICSOC, 2011.

 [5] M. Razavian and P.Lago , A lean and mean SOA migration strategy, Under submission, 2012, p.
     10

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SOA Migration: Understanding Theory and Practice

  • 1. S-Cube Learning Package SOA Migration: Study of Theory and Practice Maryam Razavian, Patricia Lago VU University Amsterdam (VUA) www.s-cube-network.eu
  • 2. Learning Package Categorization S-Cube Engineering Principles, Techniques & Methodologies Designing and Migrating Service-Based Applications SOA Migration
  • 3. Learning Package Overview §  Problem Description §  What do we know in academia –  Systematic Review §  What do we know in industry –  Industrial Survey 3
  • 4. Migration of Legacy Systems to SOA Migrate Pre-existing Service-based enterprise assets Systems 4
  • 5. SOA Migration: Problem areas What to do? How to do? What activities What process SOA Migration What knowledge? What are the inputs and outputs These problem areas are introduced in [1] 5
  • 6. Understanding SOA Migration using a Framework This framework called SOA-MF is presented in [2]. 6
  • 7. SOA-MF: Positioning and Categorizing Approach A Approach B 8
  • 8. Learning Package Overview §  Introduction on SOA Migration §  What do we know in academia – Systematic Review §  What do we know in industry –  Industrial Survey 9
  • 9. What SOA migration entails in theory Goal: What types of SOA migration exist in the field? §  Research Method: Systematic Literature Review Why? –  Methodological rigor in aggregating existing SOA migration approaches –  Minimizing the bias in review process à extraction of sound migration categories The details related to systematic review is published in [3] 10
  • 10. Systematic Review Process Stages Planning Conducting Reporting the review the review the review Selection of Research Questions Search Process Primary Studies RQ) What methods/processes/approaches regarding legacy to SOA migration, have been proposed in research community so far? 11
  • 11. Review Protocol Planning the review Selection of Research Questions Search Process Primary Studies 1.  Search Query: ( migration OR …[ related terms]) AND (legacy system OR …) AND ( SOA OR …) 2.  Data Sources: digital libraries (IEEE Explore, ACM digital library, ISI …) 3.  Search Scope: titles and abstracts 12
  • 12. Related Terms for the Keywords SOA Legacy Migration service oriented architecture legacy code modernization service computing legacy system transformation service-based existing system reengineering service-centric existing code migrate service engineering existing asset Service oriented software pre-existing code engineering Search Query ("SOSE" OR "SOA" <or> "service computing" <or>"service based" <or> "service centric" <or>"service engineering" <or>"service oriented " <or> "service oriented architecture" <or> "service oriented software engineering" or "service") AND ("legacy" <or> "legacy code" <or>"legacy system" <or>"existing system" <or>"legacy component" <or> "existing code" <or>" existing asset" <or>"existing component" <or>"pre- existing code" <or>"pre-existing system" <or>"pre-existing component") <and>("migrate" <or> "migration" <or>"modernization" OR "transformation" <or>"reengineering") <and> (pyr >= 2000 <and> pyr <= 2009) 13
  • 13. Review Protocol Planning the review Selection of Research Questions Search Process Primary Studies Inclusion Criteria: I1) A study that is about migration to services I2) A study that addresses migration from pre-existing legacy assets I3) A study that proposes a solution for migration 14
  • 14. Review Results Conducting 51 Primary Studies the review Distribution of primary studies published by year 15
  • 15. Qualitative Data Analysis Qualitative Data Analysis: Coding to achieve mapping on SOA- MF 16
  • 16. 8 families of SOA Migration a) b) c) d) F1) F2) F3) Service Identification Family F4) F5) F6) F7) Forward Engineering with Design Element F8) Transformation Family 17
  • 17. What do the families imply? 1.  What are general types of solution in this family? 2.  To what extent the reverse engineering, transformation and forward engineering occurs? 3.  What activities are carried out? 4.  What artifacts are used and produced? 18
  • 18. How does it help? What to do? How to do? What activities What process SOA Migration Goal: identifying the activities that should be covered in the migration • What legs do I need? What knowledge? • What is the What are inputs and outputs closest family? 19
  • 19. What types of knowledge shape SOA migration? Code-related Knowledge 20
  • 20. What types of knowledge shape SOA migration? Design-related Knowledge 21
  • 21. What types of knowledge shape SOA migration? Problem-related Knowledge 22
  • 22. How does it help? What to do? How to do? What activities What process SOA Migration What knowledge? What are inputs and outputs 23
  • 23. SOA Migration Themes Two different sequencing of activities 24
  • 24. SOA Migration Themes Arch-shaped approaches Bowl-shaped approaches Migration for Modernization: Migration for reuse in service-based renovate existing system to development: facilitating reuse in reconstitute it in new form building new service-based systems 65% 35% 25
  • 25. How does it help? What to do? How to do? What activities What process SOA Migration What knowledge? What are inputs and outputs 26
  • 26. Learning Package Overview §  Introduction on SOA Migration §  What do we know in academia –  Systematic Review §  What do we know in industry – Industrial Survey 27
  • 27. What SOA Migration entails in Practice? Study: What Type of SOA Migration are You? §  6 different leading companies in SOA solutions participated –  SOA Migration Projects (both consultancy and in house) –  9 interviews with senior architects (1 hour) –  Both enterprise and technical architects The details related to systematic review is published in [4,5] 28
  • 28. What Families Occur in Practice 29
  • 29. SOA Migration Themes - Practice Bowl-shaped approaches 30
  • 30. SOA Migration Themes - Practice 1. Migration for Reuse: I want 2. Migration for Integration: I to modernize my current want to integrate my existing system to SOA applications using SOA technology + + SO analysis and Wrapping the whole design drives Temporary wrapping application (or integration existing assets segments) Understanding existing business processes 31
  • 31. What did we Learn? 1.  All bowl-shaped 2.  Forward Engineering leg is covered 3.  Focus on top most transformation level 1.  Transformation at different levels: Enterprise Architecture Transformation, Business Process Transformation 4.  Incremental SOA Migration 5.  Enterprise architecture drives SOA Migration 32
  • 32. Summary Systematic Review Industrial Survey: What What we know of SOA are the main types of migration in the migration in practice, What literature is different 33
  • 33. References [1] M.Razavian, D.K.Nguyen, P.Lago, Willem-Jan van den Heuvel, The SAPIENSA Approach for Service-enabling Pre-existing Legacy Assets,International Workshop on SOA Migration and Evolution 2010 (SOAME 2010), 2010, OFFIS [2] M. Razavian and P.Lago, Towards a conceptual framework for legacy to SOA migration, 5th International Workshop on Engineering Service Oriented Applications (WESOA) at ICSOC, 2009, pp. 15. [3] M. Razavian, P. Lago, A frame of reference for SOA migration, Springer LNCS 6481, Servicewave , 2010. [4] M. Razavian and P. Lago, A survey of SOA migration in industry, in International Conference on Service Oriented Computing, ICSOC, 2011. [5] M. Razavian and P.Lago , A lean and mean SOA migration strategy, Under submission, 2012, p. 10