Composite Applicaitons and OBA Architecture

Mike Walker Architecture Strategy Team High Level Architecture

Agenda What are OBAs? The Architects Perspective Enabling Technologies Why OBAs Different Types of OBAs Addressing Enterprise Concerns Peaking into the Business Process

Lack of User Experience (UX) in solutions Productivity has been hindered Processes are disconnected Organizations are siloed both organizationally and through their IT systems Solution Sprawl with Duplicate Systems Lack of Governance Need to move towards Service Orientation

Comparing our Industry 1. Franchised New Car Dealers 2. General Auto Repair 3. Computers - Software & Services 4. Cellular & Wireless Phone Service 5. Internet Service Providers 6. Internet E-Commerce 7. Used Car (Only) Dealers 8. Furniture - Retail 9. Collection Agencies 10. Air Conditioning & Heating Contractors http://www.tucson.bbb.org/newsrelease.html?newsid=80&newstype=1 Top Ten Industry Complaints

User Experience Matters It’s more than just application features It’s all about the User Experience Connected Process Having the right information Comfortable User Interface Example: Lotus Notes Outlook

Change is Coming Gartner Research Planning for 2010: Key Issues for Business Application and Workplace Productivity Systems Integration

Solutions that are focused on the business Leveraging existing skill sets Architecting for future change Limit the footprint of the impact of change

What are Office Business Applications What is an OBA? A new way to build business applications Composite Applications Leverage Office Clients and MOSS Services Provide the gateway into LOB information What OBAs are not A Product Simple Office Clients Line-of-business Applications Microsoft Office System OBAs

Office Business Applications Greater than the Sum of the Parts + Real world + Implicit + Unstructured + Collaborative + Ad hoc + Dynamic + = Idealized Explicit Structured Transactional Formal Rigid

Enabling Technologies Microsoft Office SharePoint Server 2007 Excel Services Forms Services .Net 3.0 (WCF and WF) BizTalk 2006 Orchestrations Business Rules Engine SQL Server 2005 Analytical Services Reporting Services SQL Server BizTalk Content Management Workflow & Portal Business Intelligence Search Communications & Collaboration

What Architects Need to Know OBAs are Service Oriented OBAs are a way of building Composite Applications Web Parts Ribbon & Task Panes Leverage solutions for their strengths OBAs leverage both the server side and the client side Not a Product

Formula for Composite Architectures DB DB DB Web Services WebDav Services UI Services Business Logic & Workflow Composition DB Presentation Business Logic & Workflow Composition Business Logic & Workflow Composition Business Logic & Workflow Composition Built-In Interoperability Autonomous Business Process Presentation Presentation Presentation Composite Heterogeneous Logic

Anotomy of OBA Clients Office SharePoint Server 2007 WSS 3.0 Forms Services Outlook Word Excel PowerPoint InfoPath Communicator Shared Open XML IRM Excel Services Data Services ECM Services Security Services Storage Services Portfolio Mgmt Project Management Enterprise Search ASP.Net Master Pages | Web Parts .Net VB | C# Portal Framework Workflow Foundation Rights Management Services Document Libraries

Hybrid Clients Smart Client, Ent. Mash-up Fits in Heterogeneous environments Office Clients Couples rich UI with backend systems Utilize MOSS Services Portal Clients MOSS Portal is the Primary UI Exposes LOB information through Web Parts OBA Architecture Patterns WP LOB Systems WP WP Task Pane Ribbon LOB Systems MOSS Services LOB Systems MOSS Services WP WP

Ribbon Task Pane Office Open XML Document Macros Document Macros Custom XML public void Insert (Office.IRibbonControl control) { string insertText = “My Text"; applicationObject.Selection.InsertAfter(insertText); } COM Add-In Active X Control Windows Forms Labels | Text | Buttons

Web Part Architecture Web Part Page in WSS is designed with One instance of SPWebPartManager class One or more SPWebPartZones Editor Zones and Catalog Zones supplied by WSS pages SPWebPartManager SPWebPartZone (Left) SPWebPartZone (Right) Editor Zone Catalog Zone Web Part 1 Web Part 2 Web Part 3 Web Part 4 Web Part 5 Editor Parts Catalog Parts

ECM Integration Enterprise Search Business Data Catalog Role Based Web Service Integration ECM Integration

UI Inheritance , Make consistent UI’s Consistency , All MOSS 2007 sites utilize a master page Extensible , Based on ASP.NET 2.0 Manageability , Central storage and location for : Headers, footers, logos, navigation and re-useable UI components Granularity , Can be applied to a single page, at the site level, or to a type of page.

Reusable , Provides a core set of reusable assets Interoperable , Most services are based on industry standards. The core standards include: Web Services, XML, WebDav, WSRP Extensible , Rich integration into Clients, based on ASP.Net 2.0 and Web Services Standards Manageability , Central layer for management of business applications Supportability , Building solutions is more configuration rather than coding

Applicaiton Services Office SharePoint Server 2007 Forms Services Clients Outlook Word Excel PowerPoint InfoPath Communicator Shared Open XML IRM Excel Services Data Services ECM Services Security Services Storage Services Portfolio Mgmt Project Management Enterprise Search ASP.Net Master Pages | Web Parts .Net VB | C# WSS 3.0 Portal Framework Workflow Foundation Rights Management Services Document Libraries

Human vs. System Workflow Information Worker Driven User Interface Centric Un-Structured Data Process controls Navigation and UI Elements Application or Business Rules Driven Application Interface Centric (Services) Structured Data Workflow controls application & enterprise level business logic Systems Business Users System Orchestration Human Workflow

Workflow Architecture WSS-created component WSS Worker Process Windows Workflow Foundation Base Activity Library Custom Apps SharePoint Activity Library Runtime Services: custom WSS implementations Persistence Transactions Tracking Notifications Messaging Roles Runtime Engine: provides intrinsic behaviors to activities Rules Scheduler Tracking WSS Content Databases WSS Workflow Object Model Browser Office Clients

Connecting MOSS and BizTalk Web Services MOSS Adapter .Net MOSS BizTalk Orchestrations WCF WSS Adapters .Net

Workflow Development Task & Issue Tracking (WSS, Access, & Project) Document Approval (parallel/serial) Signature Collection Form Actions Push SQL data to list Email notifications Simple validation Document Processes Conditional Expiration Custom Review Custom App Logic Link lists together Custom alerts Flag list items Purchase Order Processing LOB Integration (BizTalk Server) Out-of-the-box solutions Microsoft SharePoint Designer workflows Microsoft Visual Studio & workflow SDK

Bridging Technology View Business Data Binary Interaction Web Services DB DB DB Web Services WebDav Services UI Services Business Logic & Workflow Composition DB Presentation Business Logic & Workflow Composition Business Logic & Workflow Composition Business Logic & Workflow Composition BDC Adapters Web Services

Office Business Applications A new breed of business solutions built on Office Contextual Collaborative Easy to use Role-based Configurable Multi-device Enterprise Possibilities

Making Architecture Decisions What impact does this have on my business? Is there an impact on my users? Will my infrastructure be affected? What will this cost? How do I support it?

Keys to Reducing the Cost of Ownership Reduce the amount of Paper Printing paper is expensive Mailing paper is expensive Filing paper is expensive Automate the Workflow Reduces the amount of re-data entry Less Human Touch Points Automate Decisions Remove Redundancies Less errors & process bottlenecks equals increased volume!

Physical Architecture IIS Server Exchange Server MOSS 2007 LOB Application Servers SQL Server Active Directory Enterprise Services

Deployment Easier to deploy Discrete composite application parts Centralized Server Side Components Fits into Current Deployment Models Office Client COM based Add-Ins Click-Once Smart Clients Leverages Existing Solutions to reduce the amount of deployment Forms controlled by the server for Online and Offline Mode

Scalability MOSS and IIS Server BizTalk SQL Server MOSS Data Stores based on SQL Server Workflows can span across physical boundaries MOSS Application Tier and Web Tier can be separated Individual components such as Excel Services can be isolated Orchestrations and the Business Rules Engine can be separated Orchestrations can span across physical boundaries Web Services can exist on the same machine or span to a dedicated machine Reporting services provide highly optimized data access Clustering Data can span to many sources Many storage options with (SAN and NAS)

Scale the Architecture Farm The highest-level scope for a WSS deployment An installation of one of more Web servers and back-end servers Each WSS farm has one and only one configuration DB Web Application An IIS Web site extended with WSS Entry point capable of hosting 10,000s of site collections Site Collection Unit of scale and ownership containing top-level site Stored in one specific content DB Site Many per site collection Uses same content DB as parent site

Server High Availability Fault tolerant server infrastructure Eliminate single points of failure High performance and scalability Avoid resource bottlenecks Security Reduce downtime due to breaches Backups and disaster recovery Recovering from catastrophic failures

Interoperability Government Bank to Bank Third-Party Services BizTalk Message Bus B2B Integration Integration System Inputs Fax machine phone User Input E-Mail Point Integrations Existing LOB Systems

Standards Support WS-Policy Messaging Security Assurances Mgmt Metadata WS-XFer / Enum WS-Fed WS-SecureConv WS-Security WS-Trust WS-RM WS-AT MEX WS-Management SOAP / WSDL MTOM Microsoft   Intel   Sun   Dell   AMD A CA A Sonic A gSOAP  Systinet A WEBM   NetIQ    Released product  Public interop A Co-Author Only Microsoft   IBM   BEA  A Cape Clear  Systinet  Blue Titan  Rogue Wave  Sonic  IONA  Arjuna  Choreology  Apache   Tibco  Microsoft     IBM     BEA  A  A RSA    A Systinet    Apache    Layer7  A  DataPower   CA  A A SUN  SAP  Tibco  IONA  WebMethods  Nokia  Cape Clear  gSOAP  Ping ID  A   Netegrity  A A  Verisign  A A A OpenNetwork A A A  Oracle/Oblix     Microsoft   IBM  BEA  SUN   Google  Amazon  eBay  Apache   Whitemesa   gSOAP   Ricoh   Epson   HP   Xerox   Fuji-Xerox   Intel   Canon   Microsoft   IBM A  BEA A  SAP A  Sun A Verisign A Sonic A CA A WebMethods A gSOAP 

Connecting MOSS and BizTalk MISMO XML Aspx Web Services Aspx Service Stubs Orchestrations MOSS BizTalk

Extensibility LOB Systems Legacy Systems MISMO XML Tablet Application Smart Client Windows Mobile Web Service Proxy Web Services

Communications Architecture File Landing Zone Files HTTP SOAP SSL HTTP SOAP SSL CIFS Windows Workflow Foundation MOSS HTTP - SOAP Third Party Services SQL Server TCP/IP HTTP SOAP SSL Integration Services Orchestration Services BizTalk

Security Relies on SharePoint for both authentication and authorization Only spreadsheets from trusted locations can be loaded Only data from trusted sources can be loaded Visible information can be controlled at several levels: Entire spreadsheet Per sheet Per set of named items (named ranges, charts, Pivot Tables etc…) Code that extends Calculation Services can be controlled via CAS

Security Active Directory External Internal Managed by AD Groups: Administrator Underwriter Broker Broker Admin Other Enterprise Identity Providers

Information Rights Management IRM for InfoPath Forms Enabled by end user Enabled by form author Integration with IRM in Outlook InfoPath attachments inherit e-mail protection Integration with IRM in SharePoint WSS is the content owner Client enforces protection applied on download WF Embedded InfoPath form with IRM Protection Office SharePoint Server 2007 Host Application Underwriter (UW)

Maintainability All Development under one IDE (Visual Studio) Unified Communications Architecture Application and Enterprise Single Sign On Composite Style Architecture Rich Workflow Capabilities Self Service Information Worker Workflows

Process Life Cycles Development of Business Processes Develop new composite processes from reuse of existing systems Deployment of Highly Distributed Processes Intuitive end-user task interaction thru Office Interaction with Collaborative Processes Effective Management and Control of Distributed Processes Business Process Modeling and Documentation Visual Design of Electronic Forms Visual Design of Collaborative Applications Real-time Tracking of End-to-end Business Process Performance Management Visibility into Business Process Performance Real-time Process Optimization

Breadth of Processes Activity Complexity/Rigidity Example: Email, instant messaging, personal task list Example: Document approval, vacation approval Example: Expense reporting, management dashboard Example: Extending LOB applications, supply-chain Individual Ad hoc Human Semi Structured System Highly Structured Fixed Process Collaborative Processes Transactional Processes Individual Team Cross-Team Enterprise App

Breadth of Processes Individual Ad hoc Human Semi Structured System Highly Structured Fixed Process Collaborative Processes Transactional Processes Common Design Tools Common Monitoring Tools Common Runtime Collaboration Server Process Server

Peeking into the Business Process Alerting and Triggers KPIs Reporting Proactive Health Monitoring

Mapping out the Process Master Loan Flow (MLF) Activate Loan Active Loan Save Lock Services Underwriting Close InfoPath Flows Integration Services Underwriting Rules Decision Engine Enterprise Loan Orchestrations (ELO) Products and Pricing Flow (PPF) Rate Entry Approval Processes Rates Published Blackout Over Registration Pricing Lock Approval Process

There is light at the end of the tunnel Opportunities

Customer Examples Consolidated 90 acquisitions, 150 systems to SAP/Microsoft All SAP interactions via SharePoint Sub two year payback for entire consolidation Acquisition spree; 50+ disparate financial systems Workflow integrated via SharePoint Deployed in 6 weeks to 1800 employees by 3 people Office 2007 solution; from initial discovery through trials 300+ research projects with $2m+ labor costs per Faster R&D cycles, cost reduction, project/portfolio mgt Leading German Internet and multimedia company Next Generation Purchasing Desktop (NGPD) integrated with Office Easy access to decision making information and purchasing actions Office 2007 solution to manage “formula” changes Touches manufacturing, supply chain, packaging, et al. Consistency, accuracy, speed, protect proprietary info Worldwide power & control systems specialist with leading brands Engineering project collaboration tools via partner extranet Better management of document creation & review processes

ISV Opportunity Panorama Oracle Siebel Fractal Edge Hummingbird

Recommended Resources MSDN OBA Architecture Center http://msdn2.microsoft.com/en-us/architecture/aa699381.aspx Office Developer Center http://msdn2.microsoft.com/en-us/office/default.aspx Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker

Composite Applicaitons and OBA Architecture

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