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Finance and IoT-
Successful IoT
Industrial Patterns	
  
John	
  Mathon	
  
Vice	
  President	
  Enterprise	
  
Evangelism	...
Agenda
❖  IOT Basics
❖  IoT Standards
❖  Enterprise IoT
❖  Enterprise Patterns
Publish/Subscribe
Joe Mary FrankExchange Clearing
This is what I started TIBCO with
Subject
Filter
Subject Filter Subject ...
IoT	
  Markets	
  -­‐	
  Truly	
  Enormous	
  
IoT	
  Hardware	
  SegmentaDon	
  
•  Hardware	
  
–  CommunicaDons	
  
–  Hubs	
  
–  Devices	
  
–  ComputaDon	
  	
  
–...
IoT	
  SoIware	
  SegmentaDon	
  
Industrial	
  
Thousands	
  of	
  Companies	
  already	
  providing	
  So6ware	
  and	
 ...
IoT Ecosystem Driving Personas
Enterprise IT - Implementers
Gold Seekers - Entrepreneurs
Explorers - Curious
Hunters - Wha...
Main Business Drivers IoT
1.  Cost Reductions - Consumer, Building, Operations
2.  Increased Quality - Operations
3.  Conv...
IIoT Best Practices for Enterprise
Build a Great Device
❖ Security
❖ Encrypt Data at rest and in
motion
❖ Allow fine grain...
IoT	
  Standards	
  Much	
  LeI	
  To	
  Do	
  	
  
•  Hardware	
  /	
  Embedded	
  
–  CommunicaDons	
  -­‐	
  Zigbee,	
 ...
IoT	
  Security	
  Issues	
  
•  AuthenDcaDon	
  -­‐	
  How	
  do	
  you	
  know	
  the	
  device	
  or	
  user	
  is	
  w...
IoT Security State of Affair
❖  Consumer - Terrible, Terrible, Terrible
❖  No Authentication, Frequently no encryption
❖  ...
IoT	
  IntegraDon	
  Issues	
  
•  Different	
  CommunicaDon	
  protocols	
  
•  APIs,	
  SDKs	
  for	
  mobile	
  or	
  se...
IoT	
  Reference	
  Architecture	
  -­‐	
  Building	
  /	
  Factory	
  	
  
1.  Devices
a.  Reliable, Secure
b.  Hard Conn...
IoT	
  Reference	
  Architecture	
  -­‐	
  Employee	
  	
  
1.  Devices
a.  Secure
b.  Device Profile Known
c.  Size / Por...
IoT	
  Reference	
  Architecture	
  -­‐	
  Customer	
  	
  
1.  Devices Key Functionalities
required
2.  Flexibility to su...
IoT	
  Reference	
  Architecture	
  -­‐	
  OEM	
  	
  
1.  Devices
a.  Key Functionalities required
2.  Flexibility to sup...
IoT	
  End	
  to	
  End	
  Needs	
  
Middle ServicesCustomer Device
OS
Application
Security
Communication / Power Mgt
Visu...
UI
IOT Reference Architecture
Device
API MgtDev Mgt
Service Bus BPM
BigData
Long Term
Analysis
Activity Mgt
Cloud
CEP
Clou...
Event Driven Computing New Era
Platform 3
“How do you share information between users and applications
in a connected Soci...
EDA Publish / Subscribe Mesh Network
IoT
IoT
IoT
IoT
IoT
IoT
IoT
IoT
IoT
Router1
Router2
No Single Point of Failure / Like...
Cloud Control and Aggregation
Mesh1
The Cloud
Mesh2
Customers
Employees
IoT	
  Use	
  Cases	
  
•  Car	
  Manufacturer	
  
	
  
•  ConstrucDon	
  Company	
  
	
  
The
Connecte
Car - Tes
IoT	
  UseCase	
  –	
  Connected	
  Car	
  -­‐	
  Tesla	
  
•  Tesla
–  60% employees software engineers
–  Integration of...
ConnectedCar	
  -­‐	
  FuncDonality	
  
–  All hardware systems of the car integrated with digital platform to control, mo...
Connected Car
API Mgt Dev Mgt
Upgrade
Cust Svc Service Bus
Design
BPM
BigData
Long Term
Analysis
Activity Mgt
Service Bus
...
IOT Use Case – Connected Construction
❖  Management of worksites is difficult. Numerous
tools and people are needed and sc...
IOT Use Case – Connected Construction
– Tools are instrumented, some with replaceable NFC, some
with active IoT to control...
Connected Construction
API MgtDev Mgt
Cust Svc
Service Bus
Design
BPM
BigData
Long Term
Analysis
Activity Mgt
Phone
Vehicl...
Connect the World
We help our customers 

become a 

Connected 

Business
Enterprise App Store
API Management 
 SaaS Adoption
Executive Dashboards
PaaS
Mobile Apps
Open Source Adoption
SOA
Cloud A...
Systems of Systems Functional Requirements 






Complete Enterprise Middleware




ONLY company to ever build a complete middleware stack
on-premises, in the cloud an...
✓  Integration
✓  API Mgt
✓  Shadow IT
✓  App and Device Mgt
✓  Identity and Access Mgt
✓  Enterprise Scale and Quality
Thanks4Listening
❖  My twitter: @john_mathon
❖  My blog: CloudRamblings
Thank	
  You!	
  
o  ! Transport Security: provide the appropriate level of identification, privacy, and integrity to networkcommunication.
...
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WSO2Con EU 2015: IoT in Finance

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Published on

WSO2Con EU 2015: IoT in Finance

Presenter:
John Mathon
Vice President – Enterprise Evangelism,
WSO2

Published in: Technology
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WSO2Con EU 2015: IoT in Finance

  1. 1. Finance and IoT- Successful IoT Industrial Patterns   John  Mathon   Vice  President  Enterprise   Evangelism   WSO2  Inc.    
  2. 2. Agenda ❖  IOT Basics ❖  IoT Standards ❖  Enterprise IoT ❖  Enterprise Patterns
  3. 3. Publish/Subscribe Joe Mary FrankExchange Clearing This is what I started TIBCO with Subject Filter Subject Filter Subject Filter Subject Filter Subject Filter
  4. 4. IoT  Markets  -­‐  Truly  Enormous  
  5. 5. IoT  Hardware  SegmentaDon   •  Hardware   –  CommunicaDons   –  Hubs   –  Devices   –  ComputaDon     –  Integrated  Devices   –  Integrators   •  SoIware   –  Embedded  SoIware   –  Hub  SoIware   –  CommunicaDons      
  6. 6. IoT  SoIware  SegmentaDon   Industrial   Thousands  of  Companies  already  providing  So6ware  and  Services     •  Device  Abstrac=on  -­‐  taxonomy  and  descripDon  of  all  IoT  devices  EVRYTHNG   •  Data  Storage  -­‐  means  to  store  data  from  IoT  devices  DEVICEHUB   •  Pub  Sub  pla?orms  -­‐  M2M  or  M2C  communicaDon  PUBNUB   •  Analysis  -­‐  analysis  of  device  data  INFOBRIGHT   •  Visualiza=on  -­‐  mobile  device,  applicaDon  or  web  app  tools  FREEBOARD   •  Integra=on  -­‐  orchestraDon  of  real  Dme  events  to  perform  acDons    Pacific   Controls,  Trimble,  IFTTT   •  Service  -­‐  services  to  individuals,  corporaDons,  government  XIVELY  
  7. 7. IoT Ecosystem Driving Personas Enterprise IT - Implementers Gold Seekers - Entrepreneurs Explorers - Curious Hunters - Whatever Works Guns for Hire - Consultants Hobbyists - Makers Moochers - Latchers Mobile Wannabees – Yearners Gamers Product Extenders - Add connectivity Existing Device /Sensor Manufacturers Mobile Device Companies Digital Hardware Companies Software Infrastructure Communications Companies Data Companies Existing App Companies
  8. 8. Main Business Drivers IoT 1.  Cost Reductions - Consumer, Building, Operations 2.  Increased Quality - Operations 3.  Convenience - Employee, Consumer 4.  Stickiness - Business Top Line 5.  New Products / Markets - Business Top Line Almost Every Business will be interested for some reason
  9. 9. IIoT Best Practices for Enterprise Build a Great Device ❖ Security ❖ Encrypt Data at rest and in motion ❖ Allow fine grained control of authorization around controls and data visibility ❖ Provide automated upgrade service ❖ Ease of Use ❖ Provide multiple UI mechanisms for cell phones, web, apis and visually on the device itself if it makes sense ❖ Data ❖ Provide Device Management functionality including ability to wipe device, upgrade and configure through Dev Management APIs ❖ Power Management, Failure Detection ❖ Must warn well in advance, Send still alive message and detect failures, tampering ❖ APIs ❖ Provide APIs to everything as Enterprises can build integration
  10. 10. IoT  Standards  Much  LeI  To  Do     •  Hardware  /  Embedded   –  CommunicaDons  -­‐  Zigbee,  NF,  Zwave,  BLE,  802.11ah,  Cellular,  IEEE 802.15.4 and … –  Security,  Discovery,  ApplicaDon  -­‐  Allseen Alliance, OIC, IIC, Google Thread, Zigbee, IEEE P2413, OneM2M –  Hubs  -­‐  SmartThings,  Vera,  Insteon,  Ninja,  Homey,  Apple  and  ...   •  Data   –  Where  is  the  data?    Device,  Hub,  Local,  Cloud,  Enterprise,  Hybrid   •  Security  and  Device  Mgt   –  Who  sees  what  you  have?    How  do  you  add?    How  do  you  remove?    Who  can  do  what?     Who  can  see  what?    How  do  you  upgrade?    How  do  you  monitor?   –  UMA   •  Orchestra=on  Tools   –  ESB,  BPM,  Rules  Engine,  IFTTT,  other  ?   –  Where  is  the  control/OrchestraDon?    Cloud,  Dedicated  Device,  Cell  Phone?          
  11. 11. IoT  Security  Issues   •  AuthenDcaDon  -­‐  How  do  you  know  the  device  or  user  is  who  they  say  they   are?   •  AuthorizaDon  -­‐  What  can  that  user  /  device  do?   •  Logging  -­‐  How  do  we  monitor?   •  Update  -­‐  How  do  we  upgrade?   •  EncrypDon  -­‐  Always,  someDmes,  how?   •  Enforcement  Points  -­‐  Security  distributed?   •  Policies  -­‐  Establishing  automaDon  (UMA)  for  groups  of  people  or  devices   •  API  -­‐  API  keys?    More?   •  Data  -­‐  Field  level  security?   •  Privacy  -­‐  Who  can  see?  
  12. 12. IoT Security State of Affair ❖  Consumer - Terrible, Terrible, Terrible ❖  No Authentication, Frequently no encryption ❖  No automated upgrading ❖  No control over who can see or do what – Fine Grained Authorization ❖  Enterprise - Somewhat better ❖  Some devices auto upgrade ❖  Some devices have fine grained authorization ❖  Most devices have encryption data in motion, some for data at rest
  13. 13. IoT  IntegraDon  Issues   •  Different  CommunicaDon  protocols   •  APIs,  SDKs  for  mobile  or  servers,  Cloud  Services,  Device  level  Services,  Hub   Services.   •  How  to  scale?   •  Who  owns  the  device?   •  Privacy   •  AuthorizaDon     •  Which  OrchestraDon  Tools  or  Products?    
  14. 14. IoT  Reference  Architecture  -­‐  Building  /  Factory     1.  Devices a.  Reliable, Secure b.  Hard Connection c.  Device Profile Known 2.  Data Caching at local sites 3.  Sophisticated Analysis 4.  Optimization 5.  Diagnosis / Failure Warning 6.  Eventing 7.  Device Management 8.  Integration to Finance, Accounting, Security 1.  Purposes a.  Energy - HVAC, Lighting b.  Automation – Cost reduction c.  Security d.  Quality Engineering Very High Criticality Sophisticated Integration not a problem May be willing to accept non- standard if superior security, functionality
  15. 15. IoT  Reference  Architecture  -­‐  Employee     1.  Devices a.  Secure b.  Device Profile Known c.  Size / Portability 2.  Diagnosis / Failure Warning 3.  Flexibility to support small variety of devices 4.  Eventing 5.  Device Management 6.  Integration with Automation Systems, Sales, Marketing, Management, Content Management Systems 1.  Purposes a.  Productivity of Employees b.  Convenience Medium Criticality Some Integration may be done
  16. 16. IoT  Reference  Architecture  -­‐  Customer     1.  Devices Key Functionalities required 2.  Flexibility to support wide variety of devices 3.  Eventing 4.  Store Data 5.  Analytics Critical 6.  Discovery 7.  Good UI 8.  Integration with Automation Systems, Sales, Marketing, Management, Content Management Systems 1.  Purposes a.  Create Stickiness b.  Create Value for Customer c.  Inexpensive Application dependent Criticality High Integration Expected
  17. 17. IoT  Reference  Architecture  -­‐  OEM     1.  Devices a.  Key Functionalities required 2.  Flexibility to support wide variety of devices 3.  Eventing 4.  Store Data 5.  Analytics Critical 6.  Discovery 7.  Good UI 8.  Integration with Automation Systems, Sales, Marketing, Management, Content Management Systems 1.  Purposes a.  Create Stickiness b.  Create Value for Customer c.  Inexpensive High Criticality Criticality High Integration Expected
  18. 18. IoT  End  to  End  Needs   Middle ServicesCustomer Device OS Application Security Communication / Power Mgt Visualization / APIVisualization OS Security / PolicySecurity OS Visualization / API Data Stream / Storage / Mgt Eventing/Analysis/Optimize Orchestration / Integration Eventing/Analysis/Optimize Interaction Pattern
  19. 19. UI IOT Reference Architecture Device API MgtDev Mgt Service Bus BPM BigData Long Term Analysis Activity Mgt Cloud CEP Cloud Orchestration/Integration Com m Prov ider OS Application ESB, Security OS ESB, IM, PEP Data Infrastructure Hub Orchestration Integration Rules Engine Data Dev Mgt Rules Engine User Dashboard IoT Mgt Dashboard
  20. 20. Event Driven Computing New Era Platform 3 “How do you share information between users and applications in a connected Social IoT Mobile world?” Social IoT Mobile Apps IoT and Mobile Mgt API Mgt and Reuse BigData Mediation / Broker Micro Services Analytics PaaS/DevOps Security Perf Mgt Scaling
  21. 21. EDA Publish / Subscribe Mesh Network IoT IoT IoT IoT IoT IoT IoT IoT IoT Router1 Router2 No Single Point of Failure / Like the Internet Functionality = Combination of all Services Mesh1 Mesh2 Mesh3 IoT
  22. 22. Cloud Control and Aggregation Mesh1 The Cloud Mesh2 Customers Employees
  23. 23. IoT  Use  Cases   •  Car  Manufacturer     •  ConstrucDon  Company    
  24. 24. The Connecte Car - Tes
  25. 25. IoT  UseCase  –  Connected  Car  -­‐  Tesla   •  Tesla –  60% employees software engineers –  Integration of hardware key –  User Experience Important – Tesla redesigned the car from the ground up –  Even other electric cars basically look like an ICE car. Not fully integrated. –  Feedback to Tesla •  Tesla Connected Car PROVES the case 98-99% customer satisfaction 2 years in a row •  Ability to upgrade truly amazing •  Smartness of the car astonishes Tesla did more than build an electric car. They have created disruption in: –  Car integration –  Safety – broke previous safety ratings –  Performance – faster than any production car in the world –  Service – upgrades over the air, remote service, no maintenance required –  Smartness – knows where to go, how high to go, what temperature, charges anywhere –  IOT – connected all the time, data streaming back to the factory
  26. 26. ConnectedCar  -­‐  FuncDonality   –  All hardware systems of the car integrated with digital platform to control, monitor, automate, monitor •  Eventually leading to self-driving car –  Integrated Apps in Car - Calendar, GPS, Energy, Settings, Entertainment, Phone, Climate, Profiles •  Smart Car - knows when to lift suspension, when to ask me where to go, when to climatize the car –  Always Connected - monitor, find, pre-condition, secure –  Unattended Upgrade - Feature improvement, Service Improvements –  Feedback to Manufacturer •  Data used to improve service and design decisions, normal use, crash, ... •  Data used to optimize function, improve capabilities •  Easy bug report –  External Apps - Tesla App iPhone, Android, iWatch... –  External API - Open API –  3rd party integration - TeslaApps, Logging and Analysis companies
  27. 27. Connected Car API Mgt Dev Mgt Upgrade Cust Svc Service Bus Design BPM BigData Long Term Analysis Activity Mgt Service Bus Polling LoggingEvents Brakes Brakes Brakes Brakes Console Phone Watch 3rd Party App / Device3rd Party App / Device3rd Party App / Device Brakes Hi Priority Planning Lo Priority Apps Cell Ven Cloud CEP - Service The Car Car Com pany
  28. 28. IOT Use Case – Connected Construction ❖  Management of worksites is difficult. Numerous tools and people are needed and scheduling the expensive tools, people and work can be difficult. Tool breakdowns, changing work plans lead to wasted time and increased costs ❖  IoT the tools, track their usage and location, help contractors manage, track their expensive equipment and plan for their use better
  29. 29. IOT Use Case – Connected Construction – Tools are instrumented, some with replaceable NFC, some with active IoT to control, monitor, automate – Cars, trucks, equipment of all sorts even down to hammers can be actively tracked with bluetooth and cell phones or NFC technology – Integrated Apps on worksite and dedicated devices to collect information – progress, where things are, requesting tools or services – Unattended Upgrade - Feature improvement, Service Improvements – External API - Open API to encourage integration by 3rd parties – Planning tools to help coordinate complex tool needs and people needs
  30. 30. Connected Construction API MgtDev Mgt Cust Svc Service Bus Design BPM BigData Long Term Analysis Activity Mgt Phone Vehicles Tools Hi Priority PlanningLo Priority Cloud CEP Building Sites Vehicles Vehicles Phone Phone Tools Tools Tools Data Gather DeviceData Gather Devices Wharehouse Wharehouses Tools Data Gather Device Contractors Design Contractor Planning Tool Connected Construction
  31. 31. Connect the World
  32. 32. We help our customers 
 become a 
 Connected 
 Business
  33. 33. Enterprise App Store API Management SaaS Adoption Executive Dashboards PaaS Mobile Apps Open Source Adoption SOA Cloud Adoption and Automation Federated Identity Social Networking Mobile BYOD Big Data and Analytics
  34. 34. Systems of Systems Functional Requirements 

  35. 35. 
 
 Complete Enterprise Middleware
 
 ONLY company to ever build a complete middleware stack on-premises, in the cloud and on mobile devices. 
 SINGLE codebase for all products!
  36. 36. ✓  Integration ✓  API Mgt ✓  Shadow IT ✓  App and Device Mgt ✓  Identity and Access Mgt ✓  Enterprise Scale and Quality
  37. 37. Thanks4Listening ❖  My twitter: @john_mathon ❖  My blog: CloudRamblings
  38. 38. Thank  You!  
  39. 39. o  ! Transport Security: provide the appropriate level of identification, privacy, and integrity to networkcommunication. ❖  ! Storage Security: provide the appropriate level of protection to persistent data held on the device or within the system. ❖  ! Software Platform Security and Implementation: select and implement platforms and supporting technologies that provide a robust and layered environment upon which to build the solution easily and quickly. ❖  ! Functionality Security and Implementation: implement functionality using a technology stack and tools which enable it to be done so in a secure fashion. ❖  ! Logging, Auditability, and Forensics Enablement: concrete sources of logs from low- level and high- level software components which facilitate investigation of misuse. ❖  ! Sustainability and Upgradeability: features which facilitate the ability to securely upgrade devices when vulnerabilities are discovered after release. ❖  ! Hardware Platform Security: ensuring the hardware platform provides the required security features. ❖  ! Managing and Monitoring: ensuring that IoT devices can be securely managed and monitored.

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