A Practical Roadmap to SOA Governance
2011
Enterprise Integration Services
A Practical Roadmap to SOA Governance
Enterprise Integration Services
Corporate Overview
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Staples is the world’s largest office products company and a trusted
source for office solutions.
Provides products, services and
expertise in office supplies, copy &
print, technology, facilities and
breakroom, and furniture.
Invented the office superstore concept
in 1986
Now has annual sales of $25 billion,
ranking second in the world in
eCommerce sales.
With 90,000 associates worldwide, operates in 26 countries
throughout North and South America, Europe, Asia and
Australia, making it easy for businesses of all sizes, and
consumers.
Enterprise Integration Services
IT Overview
2400 FTE capacity in the global IT organization
Multiple data centers – domestic and international
A portfolio exceeding 800 applications
IT development, management and governance activities
Applications
• Manage and prioritize enterprise work
• Reduce ‘lights on’ costs by consolidating
applications
• Migrate existing applications to common
enterprise services
Infrastructure
• Virtualization and enterprise governance
• Standard service catalog with well
understood SLAs
• Implement ITIL, CMDB methodologies and
tools
Enterprise Integration Services
What is governance?
The quick definition is 'governance makes the rules.'
A lot of people think it will impose
more work, but the best governance
system is one that people
appreciate, that helps people get
work done, with the highest quality,
and that is beneficial to business.
-Ann Thomas Manes
“Q&A: A SOA Governance Primer”
Let’s assume that governance isn’t just
making rules
Enterprise Integration Services
First steps
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Merge or draft lists of service
providers and consumers
Merge or draft preliminary
standards
Understand existing non-SOA
governance domains
Even early efforts provide value:
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Scopes domain
Develops ideas about next steps
Builds shared conventions
Enterprise Integration Services
First steps
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Business stakeholders
IT stakeholders
Service owners
Service consumers
IT architects
IT developers
IT testers
IT infrastructure
Enterprise Integration Services
What do you
find out?
First steps
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How ready is your
organization?
How many people can work
on governance?
How do SOA priorities align
with other governance
concerns?
Do SOA participants show
ownership?
Enterprise Integration Services
First steps
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What SOA terminology / standards
do teams use?
Do teams have standards for service
contracts?
Do teams follow the standards?
Build a glossary and model based
on the answers
Keep refining and extending your
glossary and models as you learn
Enterprise Integration Services
First steps
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Explain key concepts
Share models and views
publicly
Keep going even when
concerns arise
Make the ideas real –
implement them
Show incremental
improvements
Enterprise Integration Services
Developing
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Who is ready for
governance?
Who needs governance?
The groups may not always
align
Make sure you represent the
needs of the willing in your
work
Enterprise Integration Services
Developing
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Everyone will have opinions
What are the needs within
the opinions?
Multiple teams may work on
the same problems
Who owns governance?
Too much debate may
indicate scope overreach
Enterprise Integration Services
Developing
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Aim for agility
Be prepared to rework models and metadata
Standards are likely to grow and shift as adoption
increases
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What is not
negotiable?
What is negotiable?
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Enterprise Integration Services
Developing
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How sophisticated is your
organization?
Study open reference
models and architectures
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OAGIS
TOGAF
ARTS
Vendor sources
Adopt / absorb what you can
Simplify as needed
Enterprise Integration Services
Developing
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Be relevant and realistic
Don’t worry about top-down,
bottom-up, middle-out at first
Don’t pick a fight with the
existing culture
Over time the bigger picture
will take shape
There is no single right
approach
Don’t stop when it gets difficult
Enterprise Integration Services
Developing
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Start lightweight
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Excel
Word
Web pages
Basic registry/repository
features
Create artifacts that are
linkable and easily shared
Allows you to refactor fast
Enterprise Integration Services
Developing
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Set up a registry/repository
sandbox
Create simple ways to
clear/reload service
metadata
Quickly demonstrate
changes
Enterprise Integration Services
Implementing
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Align with enterprise architecture
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Where possible…
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Look to reuse existing inventories, catalogs, standards
Join existing committees
Extend existing documentation
Where necessary…
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Add groups to do additional
reviews
Aim to use living documents
from design and development
Enterprise Integration Services
Implementing
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What does an ‘elevator talk’ for a service look like?
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Keep it short and non-technical
Link it to the service owner and supporting details
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Document these talks in the service catalog
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Deliver an easy way to access the
service catalog
Publicize the service catalog
Provide a SLA to help consumers
find providers
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Enterprise Integration Services
Implementing
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Provide templates, patterns and examples
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Watch ‘people and process’
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Document decisions
Include rationale & examples
SOA surfaces impediments
Advocate with decision makers
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Shield teams from larger
organizational challenges
Enterprise Integration Services
Implementing
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People need to trust the service
catalog
Do you want to pull service
metadata from developers?
or
Do you want developers to push
it to you?
Builds publish to service catalog
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Schemas, WSDLs, SLAs
Enterprise Integration Services
Implementing
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Manage run-time properties in
registry and repository
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Schemas – Validate at deploy
time
SLAs – Enforce on each message
Security – Authorize service
interactions
Log all policy violations
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Block or forward traffic based on
configuration
Enterprise Integration Services
A Practical Roadmap to SOA Governance
“the best governance system is one that people
appreciate, that helps people get work done, with
the highest quality, and that is beneficial to
business.”
First steps
Developing
Implementing
•Don’t wait
•Align with allies
•Federate governance
•Gather many viewpoints
•Expect debate
•Help consumers
•Size your ambitions
•Bend – don’t break
•Support providers
•Define your terms
•Be credible
•Connect developers
•Share with others
•Adapt to conditions
•Enforce run-time policy
•Use lightweight tools
Enterprise Integration Services
A Practical Roadmap to SOA Governance
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Enterprise Integration Services