Manufacturing SOA Workshop
ARC Orlando-2008 Forum
John Wason
Vice President
ARC Advisory Group
jwason@arcweb.com
Bob Mick
VP Emerging Technology
ARC Advisory Group
bmick@arcweb.com
Agenda
Discussion of Experiences and Plans
 Bob Mick (10 minutes)
• Getting Started and Background
 Ray Walker (20 minutes)
• DuPont Experience with Services in Manufacturing
 Eric Cosman (20 minutes)
• Dow’s Look at SOA In Manufacturing
 Mike Brooks (20 minutes)
• Chevron’s SOA Initiative: “forum”
 Bob Mick (10 minutes)
• ARC Preliminary Research into SOA Reference Architectures
 John Wason (30 minutes)
• Open Discussion, Suggestions, Ideas, … Next steps
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Background
SOA Activities at ARC Events
 2006: Growing interest in SOA in Manufacturing
 2007: Accumulated list of interested parties
 2007: Created an SOA survey (take it if you have not)
 2007-June SOA Workshop at Boston Forum
• Explore interests in collaboration
• Results are available
 2007-Summer : Developed of a “Working Group”:
• People willing to invest time and contribute
 2007-December: A “Working Group” conference call
 Today: Orlando-2008 Forum “Workshop”
• Working Group participants sharing & leading discussion
• Discussion: We want to hear form you
 Future: To be Discussed later in this Workshop
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June 2007 Workshop Report Is Available
This Workshop Report Contains …
 Workshop Results (slides)
Other
Optimizing
Completed enterprise deployment
Deploying to additional business units
• A workshop summary slide
Limited roll-out
Validating (pilots)
• Some of the original workshop slides
Evaluating Now
Decided against SOA
• Those with discussion questions
• Results slides
• Immediately after the questions slides
 A Collaboration Methods Proposal
• For group feedback
 A List of Proposed Manufacturing SOA Collaborations
• Based on workshop discussions
• For group feedback
 Three Draft Proposals
• For group review, comment and modification
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December 2007 Call Summary
Working Group = People Willing to Contribute
 Reviewed the June Survey Results
 Review of Activities
• Several interesting topics
• Some are staring to use services
• Interest in SOA Reference Architecture
• Experience with vendors
 Discussion of this workshop
• Lead to 3 discussion leaders today
If You Can Contribute, Let ARC Know
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Share Your SOA Expectations and Experiences
For Example, Some of these …
 Background, Objective, Reasons?
 Approach used , specifics, …
 Results
 Conclusions and lessons learned
 Suggestions (recommendations, …)
 Work planned?
 Targeted Tasks (Reference Architecture, …)
Any Questions?
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Today’s Objective
Share Experiences, Ideas and Expectations
 Method
• Discussion leaders
• Take clarification questions during presentation
• List side topics (those needing significant time) for later
• Stick to time allocations
• … Open discussion at the end
Only Aggregated Results Can Be Published
No Published Association with Specific Company!
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DuPont Experience with Services in
Manufacturing
Ray Walker, DuPont
Services Based IT Solutions:
Manufacturing & Engineering
Ray Walker
DuPont Information Technology
February 4, 2008
Topics
1. Using ISA 95 models to scope services
2. Infrastructure, technology and information flows
3. Lessons learned & next steps
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ISA 95 Model - Scope-of-Services
Level 4
Level 3
Inventory
Operations
Maintenance
Operations
Management
of Information
Quality
Operations
Production
Operations
Management
of Configuration
Management
of Security
Management
of Documentation
Major Activities
Within Manufacturing
Operations
Management
of Compliance
Level 2
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ISA 95 Model - Services Implemented
Personnel Safety
Regulatory Control
(e.g. OSHA)
Employee
Tracking
Border Regulatory Control
(e.g. FTC, FDA, EPA)
Industrial Hygiene
Management
Chemical
Inventory
Management
Occupational
Health and
Safety
Hazardous
Materials
Tracking
MSDS Authoring
and Labeling
Trade & Shipping
Tracking and
Compliance
Local Environmental
Regulatory Control
(e.g. EPA)
Facilities
Management
Equipment Safety
Incident Tracking
and Prevention
Air, Waste, and
Water Emissions
Tracking
Management of
Regulatory Compliance
Environmental
Regulatory Control
(e.g. EPA)
Local Environmental
Regulatory Control
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Infrastructure - Manufacturing Message Bus
An IT systems integration platform across Multi-Sites & Multi-Business Units
Enterprise
SAP R/3, BW, Legacy
WAN
Manufacturing Message Bus
XML
Global
Oracle
Quality & Lab
Process
Shop Floor
Global
Manufacturing Site
SQL, LNotes
Systems
Historian
Matl Movements
Manufacturing Site
Each Site’s
Unit
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Service Infrastructure - A Composite Solution
ERP
BW
eServices
Web
Service
Provider
SOAP,
WSDL
Enterprise
Service
Bus
Legacy
Compose, Orchestrate/Sequence
Service Monitoring, logs, audits
Extraweb Security...
Config Site/Tag Collection
Aggregate (XML)
Inventory
Queue
JMS
COAs
Incidents
CAPA
Manufacturing
Message Bus
(Pub/Sub, XML)
Quality
Products
Materials
Process
History
Equipment
Maintenance
Production
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Service Monitoring - Measurements
1. Availability is the percentage of actual uptime and is affected by
both scheduled and unscheduled outages.
2. Reliability is the percentage of uptime excluding scheduled
maintenance outages.
3. MTBF is the mean time between failures measured in calendar days.
4. MTTR is the mean time to repair failures measured in hours.
Data based on a rolling YTD average - the past 12 months
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Lessons Learned
1. The technology is mature and robust - more services are available.
2. Examine the WSDL document describing the service/interface carefully.
Define error handling for individual tags vs. entire collections.
3. Orchestration/sequencing of service/message transactions is necessary
- especially for security and high availability
4. Frequency/size of tag data flows can require aggregation & queues
- Daily summaries, defects, durations...
5. When multiple suppliers/helpdesks are required, SLAs become critical
6. Monitoring each segment of the end-to-end service is required
- Six Sigma controls - DPMO:
# lost messages
# messages republished (# editions)
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Next Steps
1. Exploit the public infrastructure
- Roll-out to global Mfg. sites
2. Evaluate & pilot additional services
- Establish service library
- Request ARC’s assistance
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Service Oriented Architecture in
Manufacturing
Eric Cosman (Russ Dickinson), Dow
Service Oriented Architecture
in
Manufacturing
Eric Cosman, Russ Dickinson
®Trademark of The Dow Chemical Company
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Why SOA in Manufacturing
•
Takes time to catch-up on historically limited I/T investment.
•
Preserve legacy system investments, no rip-and-replace.
•
Cross-application strategy needed:
–
–
–
•
No single solution available
Multiple vertical industry manufacturing models
Continued deployment of multiple applications
Enterprise SOA is low fidelity.
–
Require higher fidelity in event processing and deterministic
orchestration of services.
•
Enterprise SOA needs manufacturing services.
•
Business velocity increases, margins decrease – can’t afford
time or expense to re-engineer each implementation.
®Trademark of The Dow Chemical Company
Russ Dickinson, Eric Cosman / February 4, 2008 20
Future Vision – Enterprise View
Business
Reporting
ERP
Business
Visualization
Enterprise
Service Bus
Performance
Visualization
Business 1
Performance
Visualization
Business N
Manufacturing
Service Bus
Plant
Plant 1-N, Site 1
®Trademark of The Dow Chemical Company
Bus Interconnect:
• Business Processes
• Cross Application Services
• Visualization Drill-Down
Plant
Plant 1-N, Site N
Russ Dickinson, Eric Cosman / February 4, 2008 21
• High Fidelity,
• Deterministic Orchestration,
• Complex Event Processing
Services Taxonomy
1. Composite Processes – Long-lived, state-based transformations
•
Business Integration
– ATP, CTP, Production Orders, BoM’s
(Level 3-4)
•
Operations Integration
– Inspection Plans, Job Packages,
Recipe Management, Operator Instructions
(Level 3)
2. Systems – Short-lived “primitives” / “transactions”
– Command / Response,
Event Processing, Messaging
3. Infrastructure – Technical Enablers
– Messaging (XML, SOAP, OPC)
Discovery (WSDL, UDDL)
®Trademark of The Dow Chemical Company
Russ Dickinson, Eric Cosman / February 4, 2008 22
(Level 3, 2-3)
Reference Framework
Service Map
Service Catalog
ty
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ap
ab
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ip
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Pr
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Pr
od
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R
et
rie
ve
Pr
od
Pr
od
uc
n
Ca
pa
b
on
D
tio
n
ef
O
in
iti
rd
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r
rd
e
O
C
on
fr
im
tio
io
pd
at
U
n
n
n
Confirm Production Schedule
Schedule
Production
Pr
od
uc
uc
t
e
ve
rie
et
R
Determine Production Schedule
n
n
Business Function /
Composite Service
Pr
od
Business
Process
O
rd
er
ty
System Service
Change Production Schedule
n
Cancel Production Schedule
n
Modify Production Schedule
n
Start Production Run
Confirm Production Run
®Trademark of The Dow Chemical Company
n
Russ Dickinson, Eric Cosman / February 4, 2008 23
Chevron Initiative: “the forum”
Mike Brooks, Chevron
SoA Notes
a time for change
Mike Brooks
Chevron, Global Refining
Staff Technologist
the forum
an IT foundation for institutionalizing work processes
& all information management required to support them
the Forum (Magnum) was the central area
around which ancient Rome developed, in
which commerce, & the administration of
justice took place.
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what are we doing?
assets…
we do work with them
we do work on them
let’s concentrate on…
…the work
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what is the forum ?
the forum
provides a
software
framework that
helps improve
the performance
of all personnel
in manufacturing
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the forum (principle requirements)
1. collaborative work processes enabled by,
but separated from the IT underpinnings
2. secures data within primary systems, but
provides easy data exchange and sharing
3. users find information easily, without
knowledge of where it is stored
4. isolates/abstracts implementation
& vendor packages
Services –SOA - BOA
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the approach… let’s talk
1
2
3
lead the industry, drive COTS
standards… liberate us…
help them deliver what we need
Push hard for services maturity
that exceeds current offerings
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the forum… let’s talk
 COMPLEXITY
 SPEED
 AGILITY
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where we are… phase 1
understand the problem-opportunity
is it tractable ??

Chevron is not going to do it…
so, who can ??
breadth and depth, consortium,
strategic direction, program, technology,
funding…
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thank you for listening
MikeBrooks@Chevron.com
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What is an SOA Reference
Architecture?
Bob Mick, ARC
Generic SOA Reference Architecture for Manufacturing
ARC Is inerested in a Context for SOA Activities
 In our initial meeting last June, we identified several
high value initiatives:
• Reference Architecture
• Educational Topics on SOA
• Use Cases of SOA- covered today
 We also discussed two general implementation paths
for SOA in Manufacturing (SOA Maturity Model)
• Proactive – Starting with Architecture
• Opportunistic – Using services in projects
 Most believed that the likely short term path for their
companies was looking for an opportunity to
implement on limited scale; i.e. Pilots
• Having a useful SOA Reference Model gives structure and
discipline to projects to ensure that investments can be
fully utilized in future projects – re-use
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Manufacturing SOA Reference Architecture
Definition and Scope
 What is it’s purpose?
• …
 What is its scope?
• …
 What are it’s intended uses?
• …
 What views will it contain?
• …
 What are it’s elements?
• …
 What relationships will it show?
• …
What approach should be taken?
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Preliminary Research: “SOA Ref Architectures”
A Visual Walkthrough of How Vendors Portray Architecture?
 IBM
 Microsoft
 Oracle
 SAP
 Sonic, systinet, AmberPoint, Bearing Point
 OASIS
 (Let me know of others at bmick@arcweb.com )
My Objective:
1. Start looking at what is already available. Might …
2. Define a “useful” Manufacturing SOA Reference
Architecture on top of existing work
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IBM SOA Reference Architecture
IBM Actually Calls It a Reference Architecture
Source: IBM Presentation Analyst Related to Acquisition of AptSoft (Complex Event Processing (CEP)
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Microsoft Alchemy
Service oriented Infrastructure - SOI
Functional View
Logical View
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Microsoft Reference Architecture
(A Poster)
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Microsoft
Application Platform For SOA And BP
User Directed
Compose
User Interaction
Structured/
Unstructured Data
Atomic Service
Composite Service
SharePoint Server, .NET Compact Framework,
Silverlight,Office System, ASP.NET, Windows Client
Live Communications Server, SharePoint Server
Workflow Foundation, SharePoint Server, CAB
Expose
Existing Systems
Structure
Compose
BizTalk
Server
SQL Server
Business Transaction
WCF and BizTalk Server
Expose
WCF
Windows
BizTalk Server
Active Directory
Connectivity Services
Messaging
Services
LOB
Application
Visual Studio, Patterns and Practices, MSF
Information
Integration
Services
Custom
Application
System Center, Partners, MOF
Business Transaction
Business
Process
Services
Packaged
Applicatio
n
Models and Tools
Consume
Systems and Data
Management and Governance
Composition Services
Design and Development
User Interaction
Security and Identity
Collaboration Services
Management and Governance
Service
Delivery
Compose
Services
Enablement and
Integration
Data
Processes
Orchestration and
System Workflow
Presentation Services
Compose
Composition
Directed Workflow
and Orchestration
Messaging
User Directed
Identity and Access
Service
Consumption
Consume
People
User Experience,
Ad-hoc Workflow
and Collaboration
Existing Systems
Source: Microsoft, Sam Youness
Products
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Oracle SOA Suite
One Oracle Perspective
Source: “Oracle Service Oriented Architecture Suite” whitepaper
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Oracle Standards
Example: Standards are a part of Reference Architectures
Source: “Oracle Service Oriented Architecture Suite” whitepaper
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Another Oracle Perspective
Oracle “Hot Pluggable Architecture”
Source: “Oracle Service Oriented Architecture Suite” whitepaper
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SAP’s Enterprise SOA (Needs more work)
SAP “Perfect Plant Concept”
SAP ERP
Planning (MRP)
Quality
Management
Manufacturing
Execution
Maintenance
Management
Environmental
Health Safety
ENTERPRISE
Netweaver (Enterprise SOA)
Business Logic Services (SOA)
xMII
Manufacturing Data Services (SOA)
PLANT
Detailed Scheduling
(PP-DS/ xLPO)
Composites
ISV/SI Apps
Source: Perfect Plant Presentation by SAP
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Sonic, systinet, AmberPoint, BearingPoint
Something Different: Maturity Model
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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Sonic, systinet, AmberPoint, BearingPoint
Maturity Model Level 1
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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Sonic, systinet, AmberPoint, BearingPoint
Maturity Model Level 2
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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Sonic, systinet, AmberPoint, BearingPoint
Maturity Model Level 3
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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Sonic, systinet, AmberPoint, BearingPoint
Maturity Model Level 4
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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Sonic, systinet, AmberPoint, BearingPoint
Maturity Model Level 5
Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software
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OASIS SOA Reference Model
How Their Ref Architecture Relates to Other OASIS Work
Source: OASIS SOA Reference Architecture
Specification
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OASIS SOA Reference Model
Principle Concepts
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OASIS SOA Reference Architecture
Service Interaction Concepts
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OASIS SOA Reference Architecture
Service Descriptions
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OASIS SOA Reference Architecture Terms
Utilize what we can – start simple
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Manufacturing SOA Reference Architecture
Definition and Scope
 What is it’s purpose?
• …
 What is its scope?
• …
 What are it’s intended uses?
• …
 What views will it contain?
• …
 What are it’s elements?
• …
 What relationships will it show?
• …
What do you think?
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Open Discussion and Next Steps
John Wason
Open Discussion
Questions, Contributions, Ideas, …
 1. Covered a lot of ground and put a stake in the ground wrt a
Generic SOA Reference Architecture for Manufacturing
• Should Ref Architecture be manufacturing industry specific?
• Should it be corporate-wide or have a plant/site orientation?
• How many people are interested in collaborating on its
development?
 2. Where is ARC going with Reference Architecture work?
• We hope to develop a model and publish it this year
• SOA Development Community will see it first in a draft form
• ARC Advisory Service clients will see it first in final form (ARC Insights
and Strategy Reports most likely), and at future Forums
• IP issues
• ARC reports are copyrighted; not patented
• The reference architecture will be freely available for use by all and
End Users will be encouraged to do so
• Standards bodies may use if helpful, …
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Next Steps
Your Interests?
 There are two Communities that are developing which
ARC will manage
• General Interest Group- distribution list with periodic emails
and open Forum meetings like this
• Active Working Group- like Reference Architecture Group
 Reference Architecture Group (Contributors)
• Timing- are there any projects that are driving your interest in a
SOA Reference Architecture work?
• Conference calls spring and summer, say every 4-6 weeks?
 Workshops
• Forums? Orlando; Lifecycle Asset Mgt Forum in Houston Oct 5-8th
• Would anyone be interested in hosting a Workshop meeting?
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Thank You.
For more information or follow up, contact
jwason@arcweb.com or bmick@arcweb.com
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