LZA Boot Camp – 4-Day SOA Intensive

Day 1

Module 1: Fundamentals of SOA

• Business Constant: Change
• The Business Inflexibility Trap
• Business Agility
• Service Orientation:.A Business Approach
• What is SOA?
• Is SOA New?
• One Difference is Web Services
• SOA vs. Web Services
• Confusing SOA & Web Services
• If not Web Services, Then What?
• The Distributed Computing Pendulum
• Service orientation — the next big thing?
• Business Drivers for SOA
• When Not to Apply SOA
• SOA: Paradigm Shift?
• So, How to Implement SOA?
• There’s No Such Thing as a SOA Wizard!
• What’s a Service?
• Levels of Service Abstraction
• Consumers & Providers
• The Rise of the Service Consumer
• Interoperability vs. Portability
• Service Interfaces Aren’t Good Enough!

• The Difference is the Abstraction
• Abstraction = Working Illusion
• The Fundamental Technical Challenge of SOA
• Building a Working Illusion
• Multiple Interfaces per Implementation
• Multiple Implementations per Interface
• Multiple Interfaces per Business Service
• Actualizing the Business Service Abstraction
• The Secret Sauce: Metadata
• Programmatic vs. Declarative
• What are Metadata?
• Metadata for SOA
• What’s a Service Contract?
• What’s in a Contract?
• What’s NOT in the Contract
• WSDL: Service Contract Starting Point
• Contract Metadata Beyond WSDL
• Sample Service Contract Template
• How to Think Service-Oriented
• Case Studies:.Mini-Studies on SOA Use

  • Shared Services: US PTO
  • Reducing Integration Costs: Aeroplan
  • Compliance & Volume: .Wells Fargo Bank
  • Meeting Client Needs: MITRE

Module 2: SOA as Architecture

• What is Architecture?
• Architecture is not About the Technology
• SOA Views: Many Perspectives on SOA
• SOA: A Technology View
• SOA: Infrastructure Service View
• SOA: A Business Service View
• SOA as Enterprise Architecture
• The Zachman Framework
• Pros & Cons of Zachman
• SOA & Zachman
• Iterative:.More than Step-by-Step
• Iterating SOA Initiatives
• Iterate your Architecture?
• The SOA Metamodel
• Building the Service Model
• SOA Foundation: Model-Driven Architecture
• The Service Model: Building Business Services
• The IBM.Component Business Model
• SOA Models
• SOA Foundation: The 4+1 View Model
• Beyond Use Cases

• The 4+1 View Model & .The SOA Metamodel
• How does SOA help Build Agility?
• Achieving Business Agility
• SOA Implementation as Complex System
• The Agility Model
• You Can’t Afford Not to Innovate
• Defining Services
• Validating Service Assumptions
• Key Service Abstraction Enabler: Proper Granularity
• Granularity Example
• Achieving Proper Granularity
• Zeroing in on Proper Granularity
• Example: Too Fine Grained vs..Too Coarse Grained
• Service Identification:.Top Down vs. Bottom Up
• Service Identification:.Process Decomposition
• Services & the Process Model
• Loose Coupling: Separation of Concerns
• The Web: Loose Coupling in Action
• Service Contracts: The Key to Loose Coupling
• Levels of Coupling
• RPC vs. Document Style
• Loose Coupling and Context

Day Two

Module 3: SOA Intermediaries & Integration

• SOA Infrastructure Starting Point: The Intermediary
• Some Intermediary Roles
• Intermediary Processing Challenges
• Intermediaries & Messaging
• Buying an Intermediary?
• Don’t we just mean an Enterprise Service Bus?
• The Great ESB/.SOA Middleware Boondoggle
• Buy More Middleware for SOA?
• ESB Federation?
• Compounding the Problem: No Clear ESB Definition
• Do You need an ESB for Service Mediation?
• Intermediary-Based Service Abstraction
• Building Intermediary-Based SOA Infrastructure
• SOA Message Exchange Patterns
• SOA Tenet: Asynchrony
• Messages vs. Events
• Complex Event Processing & SOA
• Business Driver: Visibility
• Visibility & Heterogeneity
• SOA, Integration & Legacy
• Exposing Existing Capabilities
• The Continued Value of Legacy

• SOA and Legacy
• Legacy Migration
• Legacy Enablement
• Legacy Rejuvenation
• Business Driver: Cost Savings
• Reducing Integration Cost
• SOA & Data
• SOA & “Legacy” Heterogeneous Data & Data Stores
• The Data Services Layer
• Designing Data Services
• Data Integration & the Data Services Layer
• Supporting Data Services with Data Integration
• Leveraging Existing Data
• SOA & MDM
• Leveraging Data Services Layer
• The Data Services Layer Abstraction
• Semantic Level Understanding
• Role of Application Semantics
• Semantics Challenges
• Semantics: The Greatest Integration Challenge of SOA
• Resolving Semantic Issues
• Case Study: SOA at The Hartford

Module 4: XML Infrastructure & Security

• Purchasing SOA Technology
• Technology Selection: Choices
• Technology Selection: Challenges
• Levels of SOA Infrastructure
• Challenges at the Content Level
• Is XML Required for SOA?
• What about REST?
• XML: Foundation for Web Services
• The XML Processing Problem
• The XML Performance Crisis
• Solution: XML Appliances
• Hardware vs. Software Approaches to Improve XML Performance

• Distributed XML Processing
• Critical XML Processing Challenge: Security
• The Context of IT Security
• XML Threat Prevention
• Web Services Security
• The SOA Security Challenge
• The Security Context Challenge
• Security Context Kludges
• Solving the Security Context Challenge
• The Role of Entitlement Management
• 21st Century Network Security
• Federated Security
• Case Study: SOA Security in the Real World — BP

Module 5: SOA Governance & Management

• Corporate Governance
• Governance & Regulatory Compliance
• The Business Motivation for Governance
• How to Tackle Governance?
• Governance Relationships
• The Cornerstone of IT Governance is Architecture
• Elements of IT Governance Strategy
• Architectural Governance Processes
• SOA Governance.”in the Narrow”
• SOA Governance Activities
• What is a Policy?
• Policy: Business vs. Technical Examples
• Governance/Security Model
• The Challenge of Policy Automation
• “Automatable” Policy Examples
• Steps for Automating Policies
• Supporting Policy Changes
• Creating the Governance Framework
• Business Driver: Reuse
• Reuse over Time
• Challenge: Reuse = Sharing

• SOA Reuse Governance
• Reuse Challenges
• Is Reuse a Real SOA Benefit?
• Governance Pitfall: Versioning
• Handling Service Versioning
• Business Driver:.Business Empowerment
• Business Empowerment vs. IT Control
• SOA Governance Infrastructure
• Management & Loose Coupling
• SOA Management: .Many Facets
• Complexities of SOA Governance Marketplace
• What is a Registry?
• SOA Registry: The Original SOA Intermediary
• What is a Repository?
• The Registry/Repository
• The Problem with SOA Management
• The First Rule of SOA Management
• The SOA Management Conundrum
• Exception Management & SOA
• SOA & ITIL
• Case Study: SOA Project Management & Governance at T-Mobile

Day Three

Module 6: Planning & Running the.SOA Initiative

• SOA Project Approach
• Initial Assessments
• Building Support for SOA
• Defining SOA Roadmap
• Building the SOA Business Case
• Challenges in Calculating ROI
• Architecture Planning
• Milestone / KPI Plan
• The SOA Roadmap
• The ZapThink SOA Roadmap
• Define Initial Iteration
• SOA Pilots
• Implementation Planning
• Sequence of Steps (Iterative!)
• Implementation Notes
• Project Management for a.SOA Project
• The Relationship with Program Management
• Methodologies for ongoing change
• The Dual Lifecycle
• The Service Lifecycle
• Building Applications the New Way
• Where’s the code?

• Implementing Services
• The Agile SOA Lifecycle
• The SOA Quality Star
• Best Effort SOA
• SOA & Change Management
• Key Change Management Tool: Measuring SOA Maturity
• SOA Maturity Model: Wipro
• SOA Maturity Model: HP
• Service Integration Maturity Model: IBM
• “SOA” Maturity Model: Sonic/Systinet
• SOA Maturity Model: Oracle
• SOA Maturity Model:.Software AG
• Change Management: .Multiple Levels
• Dealing with Service Implementation Change
• Service Contract Change
• Policy and Service .Metadata Change
• Supporting Policy Changes
• Data Layer Change
• Service Infrastructure Change
• Semantic Change
• Business Process Change
• Case Study: Retail Bank ROI

Module 7: Addressing SOA.Organizational Challenges

• Common SOA Pitfalls
• SOA Growing Pains
• The Wrong Question!
• The Problems with Vendor-Driven Architecture
• Organizational Issues
• Challenge: The Right Amount of Governance
• SOA by Any Name
• SOA = Best Practices
• Thinking Outside the SOA Box
• Dealing with SOA Hype — .and Anti-Hype
• Is there an Architect in the House?
• Hiring Architects
• EA Challenges:.The Role of the EA
• Enterprise Architecture Challenges
• EA Challenges:.The Risk of SOA
• Questions to Ask Your EA
• Good Money after Bad
• IT Governance Feedback Loop
• Interaction Challenges
• The “Ivory Tower” Problem
• Are “SOA” Consultants Qualified?
• The Power of the SOA Center of Excellence
• Convincing Technical Specialists
• Working with IT Middle Management

• Enabling Service Domains
• Service Domain Roles
• Funding & Budgeting
• Traditional IT Funding:.Project Based
• Initial SOA Funding
• Funding SOA Rollouts
• SOA during Economic Downturn
• SOA on the Roadmap?
• SOA in Progress?
• Budgeting SOA Projects
• Calculating your SOA Project Budget
• The Real Challenge: .People, Change and Fear
• Building the right SOA team
• SOA Project Staffing
• Project Leader
• Data Specialists
• Security Specialists
• Legacy Systems Specialists
• Service Development Specialists
• BPM/Composition Specialists
• Governance Specialists
• Testing & Deployment Specialists
• Project Archivists
• External Services Specialists
• Case Study: SOA Organizational Change & Funding at Novartis

Module 8: SOA Quality

• The GQM Loop
• Service Lifecycle Governance and Quality
• SOA Quality = Testing Web Services?
• SOA Quality = Testing Architecture?
• SOA Testing Key Points
• SOA Implementation Testing
• Service Testing Principles: Testing Use Cases
• Service Testing Principles: Granularity
• Test for Reusability

• Test for Heterogeneity
• Test for Abstraction
• Testing Compositions
• Testing Compositions as Integrations
• Integration Testing Questions
• Security Level Testing
• Governance Level Testing
• The Long-Term Challenge of SOA Testing
• Testing in Production??

Day Four

Module 9: Service Composition, Business Process, & SOBAs

• What is a Business Process?
• The Role of Business Process Reengineering
• The Automation Paradox
• Problems with Traditional BPM Tooling
• Business Process the Old Way
• Business Process the Service-Oriented Way
• Service-Oriented Process
• Service Composition: Supporting Business Process with Services
• Process Definitions
• Example: Orchestration vs. Choreography
• WS-* Standards for Orchestration & Choreography
• Limitations of BPEL
• Composition & No-ESB SOA
• Maintaining Process Instance State
• Process Analysis

• Discovering Existing Processes
• Shared vs. Private Processes
• Defining New SOBAs
• New Process.Configuration & Design
• Process Optimization
• Varieties of Business Processes
• Business Logic at the Composition Level
• Enterprise Applications and Process
• Example: SAP NetWeaver
• Transactions and SOA
• Transactions the.Loosely-Coupled Way
• Compensating Transactions
• What about Workflow?
• BPEL4People Scenarios
• Portals as Gateway to Workflow
• Case Study: SOA Journey at BP

Module 10: SOA Futures

• Outside the SOA Box
• What can we expect as SOA becomes ubiquitous?
• SOA vs. not SOA?
• Software-as-a-Service & SOA
• Virtualization & SOA
• Cloud Computing & SOA
• Web-Oriented Architecture (WOA) & SOA
• WOA extends the Web to SOA?
• Web 2.0 & SOA

• Empower Business Users?
• What’s New about Mashups?
• Data Mashups as.Situational Applications
• Process Mashup in Action
• Process vs. Data?
• Visualization: the overlap between process & data
• The Long Tail: Applications
• The Enterprise 2.0 Long Tail