Integrating Salesforce.com and Oracle ERP Using IBM WebSphere Cast Iron

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Integrating Salesforce.com and
Oracle ERP Using IBM WebSphere
Cast Iron
Sandeep Chellingi
Technical Lead , Integration and
Infrastructure Practice, Prolifics

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Agenda
 Speaker Introduction
 Challenge: Traditional Integration using Multiple on demand
integration tools across hybrid Environment.
 Success: Integrated Various Business Data using CastIron.
 Solution Overview
 Key Project Elements
 Lessons Learned
 Key Takeaways
2

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Speaker Introduction
SANDEEP CHELLINGI
Technical Lead , Integration and Infrastructure Practice, Prolifics
Sandeep is a Technical Lead IT Solutions Consultant focused on IBM service
oriented architecture and cloud computing related activities. In this role,
Sandeep is part of Middleware Integration and Infrastructure team where he
lead a number of initiatives around technology strategy, roadmaps and
standardization. Role for this project: CastIron Integration Development and
Infrastructure specialist.
3

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5-Years Compound
Annual Growth Rate
19%
Employees
Worldwide
1,500
Global Presence
United States, United Kingdom, Germany, India
20+
Technology
Accelerators
550+
Technical
Certifications
Over 10 Technology and
Solutions Awards since 2009
including Business Agility,
Customer Integration and Digital
Experience, the first ever
Beacon Laureate for Business
Agility
Over 160 global customers
are currently Fortune
1000 companies
Best-in-class architects and
specialty experts:
BPM, Integration, Digital
Experience, Security, Testing,
Business Analytics and
Enterprise Content Management
End-to-End Project
Expertise
Rate of Repeat
Engagements*
91%
Prolifics at a Glance
Years in
Business
35+
Offices
14
Awards
Technology Expertise
Fortune 1000
*based on % revenue Source – December 2013 internal revenue metrics

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Why IBM CastIron as Implementation
Solution
 Integrates SaaS applications and on-Premise
applications, providing a platform to effectively
consolidate and manage the application.
 Leverages CI out-of-the-box functionalities to integrate
complex application and the limitations on the existing
solutions.
 Focuses on building Common Frameworks to offload
NFRs – Security, Governance, Monitoring, Data
Transform.
 Integration Solution for data migration, process
integration and can also function as a data feed.
 Provides High Level of Automation and high Quality
Documentation.
3/4/
2015

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Websphere CastIron Implementation
Overview
6

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Challenge: Integrate Multiple Business
Products
 Integrate sales cloud, service cloud and e-
commerce to support Line of Business.
 Simplify complex flows involving CRM data
updated to Salesforce.com and orders data
exchanged between legacy oracle databases
to/and Salesforce.com.
 Provided a reliable Salesforce integrator with
multiple databases and SOA implementation
functionalities.
 Provided a single portal user experience -
merging multiple LOBs
 Supported huge volume of data flow to and from
different Oracle DB, Oracle Ebiz, Legacy ERP
systems.
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Challenge: Integrate Multiple Business
Products
 Made available high through put, quick and easy
implementation with scope for expanding business
requirements.
 Complex effort to address this challenge had a project done
with other integration tools with in house development which
faced various issues with integration and performance issues.
 Huge volume of data sync issues on Salesforce.com platform
as different backend systems were being synced from orders
perspective.
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Success: Integrated Business Data
using CastIron
 Integrated CastIron with heterogeneous endpoints,
legacy endpoints, single Business orders origin
Salesforce.com.
 Supported sales cloud and service cloud integration with
multiple legacy back ends.
 Merged multiple complex organizations data ,also
synced to provide single user experience portal .
 Provided an out-of-the-box functionality to allow for a
simpler way to implement CI.
 Created reusable templates and achieved the standard
structures before requirements and handled the final
changes when they came in in true agile nature.
9

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Solution Overview : CastIron Integration
Dataflow
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Solution Overview
 Sync legacy systems data that can be used to create
new opportunities or orders with cloud CRM.
 Integrating Custom ERP system and a Custom
Applications representing other LOB’s.
 Data sync mechanism between SFDC, Oracle E
Business systems for multiple LOB’s using IBM Cast Iron
Integration Appliance DB Connectors and
Salesforce.com Connector using near real time and real
time scenarios.
 Data sync/transformation mechanism between SFDC,
and Custom ERP system using a near real-time batch
process using SFTP protocol using a flat file format.
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Solution Overview
 Data mechanism between SFDC, and Custom Web
Application using a near real time batch process using
SFTP protocol using a XML file format.
 The different business objects used from the
Salesforce.com side are Opportunity , locations
,accounts, contact and orders:
 Opportunity - Would be customized to be a Manufacturing
Agreement and its line items
 Account - Which is Customer attribute in Salesforce.com
 Locations - A Custom address object which has a one to
many relationship with Account object
 Contacts - which is related to Account object, In this case
handled as a part of person accounts
 Order and Order Line Items
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Solution Overview
 Transformations between the SFDC data model to data
formats of the back end systems.
 Three successful CI implementation scenarios:
 Scenario – Customer Master to Salesforce.com : Connecting
and pulling data from an External Oracle DB and Upserting
(Create and Update Common Activity) to SFDC.
 Scenario - Salesforce.com to Oracle ERP : Providing an
outbound service to SFDC or Retrieving the data from SFDC
using poll table etc. and Connecting and Inserting into Oracle
E Business staging tables.
 Scenario - Salesforce.com to FTP: Providing an outbound
service to SFDC or Retrieving the data from SFDC using poll
table etc. and ftp-ing a file into remote FTP server .
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Scenario : CM Data to Salesforce.com
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Scenario Salesforce.com to Oracle ERP
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Scenario : Salesforce.com to FTP
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Solution Overview
 Implemented solution using different connectors like:
 SFDC Connector
 Remote FTP connector
 Oracle DB Connector
 Created Orchestrations Intelligently - data flow can be split or
looped for performance reasons and if needed utilize the
conditional utilities for decision making in Orchestration.
 Created XSLT Transformations - to map the data from
source/salesforce system to target/legacy system.
 Handled Errors Properly - sending an email to the support
team before stopping.
 Created a Monitoring and Logging capability within the
appliance.
 Created Logging - WebSphere Cast Iron contains useful tools
to generate, visualize and export logs
17

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Solution Overview:
 Pushed log events to the system and job logs. Log events
generated by orchestrations (job instances) go through job
filters that can block events from being logged.
 Produced log events that are not related to Orchestrations,
such as security, hardware, and network events. These log
events are pushed to the system log.
 If needed, redeploy an old snapshot in any one of the Cast
Iron environments:
 Reverting the contents of the stream to an older version, and
then running a deploy.
 Creating a build snapshot automatically
 Naming a release snapshot should be taken of the application
 Used Prolifics Build conductor to deploy the orchestrations
across multiple environments. It uses castiron provided API
to backup ,stop and redeploy orchestrations.
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Key Project Elements
 Integrated platforms using rapid application development
quickly and with less resources.
 Accommodated frequent requirement changes with out
breaking the code.
 Enabled running a story board programming model while
demonstrating to the functional team.
 Allowed for exposing the data to other systems in the
company using Cast Iron Orchestration Logic.
Light weight cloud integration engine which caters to about
80 to 90% percent of the customers who want fast,
cheap and quick turn around integrations.
19

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Key Project Element
For the other 10% - coexist Cast Iron with MQ and message
broker ESB to build heavy middleware architecture as well.
 Created common reusable logging framework to
generate alerts on orchestrations.
 Deployed to integrate multiple backends and SAAS.
 Leveraged Salesforce functionalities to initiate the flow
as it is the effective way to implement the solution.
 Leveraged database events provided by cast iron
getInserted, getUpdated and getDeletedRows to initiate
some of the db side updates to be pushed to salesforce.
20

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Lesson Learned
 Checking the functional flow of data elements between
different Business systems currently used like SFDC and
Oracle Ebiz.
 Better Planning future Integrations with new Line of
Business.
 Identifying security and SOA patterns used and eliminate
any bad design.
 Listing details on SFDC and Cast Iron Integration best
practices and details.
21

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Lessons Learned
 Created leads in other systems and sent from multiple
different systems onto Salesforce into a custom object.
 Simplified by building a canonical business model in
between and passing the data to backend systems by
order line item level basis.
 Designed Salesforce outbound message calls a Cast
Iron provided service, this leveraged Salesforce event
based business rules designed to initiate the flow.
 Brought every stakeholder to the table to see solution at
the detail level, allowing for corrections that come at that
time when the data is flowing.
22

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Key Takeaways
 Cast Iron Studio offers catchall block which will handle
any of the failures occurring for all the tasks log the error
messages and perform the email or snmp job to
communicate the occurrence.
 Orchestration has a starter task which allows you to
schedule a job, which will initiate the orchestration based
on the time set.
 Cast Iron appliance is secured , we can take a complete
appliance backup including network configurations,
system setting and projects and upload back.
 Cast Iron can be deployed in multiple HA solutions like
active/active, active passive.
 Build reusable templates to keep the solution simple.
23

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Monday How BroadcastMusic,Inc. Devised and
EnabledEnterpriseArchitecturefrom
Corporate Strategy
12:15 PM - 1:15 PM
Integrating Salesforce.com and Oracle
ERP Using IBM WebSphere Cast Iron
2:00 PM - 3:00 PM
Business Process & Decision
Management
3:30 PM - 4:30 PM
Recommended Design Considerations
for Enterprise Monitoring using SCAPM
and Netcool OMNIbus
5:00 PM - 6:00 PM
Tuesday Smarter Integration Using the IBM SOA
Foundation Stack: Best Practices and
Lessons Learned
8:00 AM - 9:00 AM
Best Practices for Monitoring Your
Cloud Environment and Applications
9:30 AM - 10:30 AM
Delivering Enterprise Applications:
Faster. Cheaper. Better
11:00 AM – 11:50 AM
Applicability of IBM SOA Approach In
Manual Processes Automation
11:30 AM-11:50 AM
Leveraging Governance in the IBM
WebSphere Service Registry and
Repository for IIB and DataPower
12:30 PM - 1:30 PM
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Rockstars: Program-Wide DevOps
Success with UrbanCode Deploy
3:30 PM - 4:30 PM
Empowering SmartCloud APM -
Predictive Insights and Analysis: A Use
Case Scenario
5:30 PM - 6:30 PM
Wednesday Architecting and Tuning IIB/eXtreme
Scale for Maximum Performance and
Reliability, Featuring TBC
8:00 AM - 9:00 AM
MasterCard's Modeling and
Governance of Decisions and
Processes for Improved Fraud
11:00 AM - 12:00 PM
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Business Using IBM’s BPM and
Integration Technology
2:00 PM - 3:00 PM
Integrating IBM Pure Application
Systems and IBM Urbancode Deploy: A
GE Capital Case Study
2 :00 PM – 3:00 PM
Thursday Aetna’s Vision for a Healthier World:
Smarter Architecture and a Scalable
Integration Bus
9:00 AM - 10:00 AM
From Print to Cloud & Beyond with
IBM Integration Bus at Chemical
Abstracts Service
9:00 AM – 10:00 AM
Using the Power of IBM Tivoli Common
Reporting to Make Smart Decisions:
The Untold Story
2:30 PM - 3:30 PM
24
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Let’s Continue the
Conversation….
SANDEEP CHELLINGI
sandeep.chellingi@prolifics.com
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