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Collaborative Design & Data Exchange Leveraging SOA

Henri van den Bulk


PDE2009

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Agenda
Vision Current

Environment

Role

of SOA
Architecture

Conceptual Data

Exchange Framework

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How TIBCO Helps You Integrate Your Assets

Gives people the ability to observe and understand operations and opportunities. Business Activity Monitoring Complex Event Processing Portal Rich Client

Connects applications and assets across your extended enterprise. Application Integration B2B Integration Data Integration Mainframe Integration

Enables the coordinated and adaptable execution of activities and transactions. Modeling Execution Analytics

Provides foundation for manageable service-oriented and event-driven architecture.

Standards-based
Common Environment Secure and Scalable

Messaging Monitoring and Management Service Deployment Platform

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Vision

Provide a consistent interface, based on industry accepted standards, for delivering acceptance data and interacting with program data that resides within the environment.

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Background
Organizations

are increasingly focused on the role of systems integrator, relying on partners and suppliers to provide significant portions of the product designs are required to provide data packages based on their contracts
Such as CAD, Products, Parts, Requirements etc

Partners

Based

partner-conducted studies a general recommendation emerged for leveraging Industry standards for data delivery and integration, specifically ISO 10303 with STEP.

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Problem Statement

Delivery of data packages


Need for a system interface for delivery of data Delivery of large data sets, e.g. CAD Tracking of data deliveries Verification of data delivery Approval routing of acceptance data and partner notification

Dissemination of data

Collaboration / Interoperability
Ability to work in a geographically distributed environment with

different stakeholders
Interoperability between systems
Provide access to program data

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Current Environment
Design

data resides within different sources inside and outside of the environment delivery of data occurs either as a file or upload manual into different systems standard external interfaces

Manual

No

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Integrated Collaborative Environment

Web-centric environment which is used by industry, academia and government for: sharing, collaborating, integrating, accessing and controlling management information and product data defining all of the products.

Single source access to program data Integrated systems that support the environment Accessibility to all stakeholders

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Major Components
Product Life Cycle Management enables access to all sources of authoritative program data resident in multiple data sources. Programmatic Management Management of all programmatic data (cost, schedule, performance, risk) as well as providing a single view into information allowing users to develop earned value metrics and risk mitigation plans. Project Collaboration Application for sharing and teaming among all ICE constituents that provides access control, discussion forums, resource management and project reporting. Process Automation (Workflow) automated process management ensuring consistency across programs. Visualization web-centric capability providing 2D and 3D visual collaboration, mock-up, prototyping, review and study as part of the product development process.

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Dx Objectives

Establish the data exchange standards to be used for data delivery and interaction with data Provide services to allow for delivery of data in automated processes that support large data file delivery Enable collaboration between partners Provide process management to support variations in acceptance processes Establish data dissemination framework Provide security across the capabilities

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Role of SOA in this domain


Focus

on wrap and re-use of existing capabilities in the infrastructure Business Process Management (BPM) across the Product Life Cycle access to PLM data of key Business Events

Enable

Uniform

Dissemination Support

business and process change, create organizational agility

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PLM Architecture Components for SOA

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Architecture Components

Business Process Management (BPM) Management of processes across the lifecycle, capabilities and layers of design Complex Event Processing (CEP) Provide the capability to correlate events from different sources and stages of PLM process. For example, anomalies occurring in different areas of the process taken together might indicate a design flaw or defect

Data Integration and Master Data Management (MDM) Manage Products, Part and other PLM objects
Application Integration Provide connectivity to the underlying systems (PDM, Requirement Management, etc.)

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Service Model and Properties

Loose Coupling

Virtualized

Modular

Consumer
Standardized

Service

Provider

Composable Abstracted

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Principles of SOA

Standardization is something that is just not talked about by many people. Forget reuse, this is a programmers view of the world. Standardization is a business matter and relates to how an enterprise manages its business processes, its data and application portfolio. Standardization is required because the business demands consistency, not because IT desires reuse. Abstraction is the most powerful of tools in the agility toolbox. A small amount of work to generalize a service specification can allow the service to support many different contexts, for example product, channel or geographic data and rules may be abstracted to allow a common capability to be used in a consistent manner across an enterprise or ecosystem, or to allow support for future business change within minimal or no effort. Composability is again a hugely powerful technique that takes advantage of the fractal nature of SOA that allows hierarchies or assemblies to be constructed based on more common, standardized services at the lower layers that are increasingly specialized at the higher layers. Modularity is a concept that can be implemented at many levels in an SOA. Relative dependency and modularity should be determined in the business model and applied to the business processes, services and components. In the early stages an architect should be looking to reduce dependency so that the horizon of change can be predicable, measured and minimized. But as the portfolio is more widely based on service interfaces that make the underlying applications more transparent there will be many opportunities to componentize at all levels of the architecture with considerable benefits of increased agility and reduction in cost. Virtualization is an important part of the SOA. The basic service concept, with or without web services, provides a high level of transparency of the underlying resources, providing the loose coupling has been properly implemented and there are no design or platform dependencies established by the service consumer or provider. The virtualization then provides opportunities for the provider and consumer to act independently and to have different life and upgrade cycles with consequent increased agility and response to change.

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SOA Challenge

SOA application .NET/J2EE application

Provision Customer Order FF

Manufacture

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Leverage ESB

Service Consumers Governance (Service Registry & Policy Management) Core Business Process

Web 2.0 Composite and AJAX Rich Internet Applications

Service Virtualization Enterprise Service Bus

Developers/ Producers

A
Program / Project

A
Ecosystem

O
EVM

A
Ecosystem

PDM

Requirements Management

Management

Risk Management

Partners

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ESB Capabilities

Ubiquitous Mediation Layer Separation between Business Logic and Transport / Technology Transport Bridging Eventing Content Based Routing Service Virtualization

Service Scaling Horizontal / Vertical


Policy Management Ensure loosely coupling of services Messaging Based Orchestration and Choreography

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Architecture Views
SOA

Architecture is based on industry best practices the OASIS Reference Model for SOA

Leverage Model

describes different architecture views:

Business view high-level business requirements and utilization Infrastructure view concepts from a system infrastructure

perspective
Metadata view concept for metadata

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Business View

B u s i n e s s O u t c o m e
S u p p o r t s

Business Function: A service executes (encompasses) a useful business function. Close Risk
I s p a r to f

B u s i n e s s P r o c e s s

T a s k

T r i g g e r s

T r i g g e r s

I n v o k e s

Business Event: An incident occurring in the business environment, which warrants some action from the business. Baseline of Requirements

B u s i n e s s E v e n t
P u b l i s h e s

B u s i n e s s F u n c t i o n

S e r v i c e
SOA Reference Model
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E x p o s e s

Infrastructure View
M e s s a g e B r o k e r
I m p l e m e n t s S u p p o r t s

Q u a l i t y o f S e r v i c e
H a s

M e s s a g e T r a n s p o r t

C a r r i e s

M e s s a g e

M E P
A s s o c i a t e s t w o o rm o r e

S e n d s / R e c e i v e s B i n d s t o P r o v i d e s

S e r v i c e
I m p l e m e n t s

C o n s u m e s

S e r v i c e P r o v i d e r

I s a

S e r v i c e E n d p o i n t
R u n s

I s a

S e r v i c e C o n s u m e r

E x p o s e s

A p p l i c a t i o n F u n c t i o n
I m p l e m e n t s

S e r v i c e C o n t a i n e r
M a n a g e s M o n i t o r s

A p p l i c a t i o n
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A d m i n i s t r a t o r

M o n i t o r

Metadata View
R e p r e s e n t

O p e r a t i o n s
I n c l u d e s U s e

R e g i s t r y R e p o s i t o r y
C o n t a i n s C o n t a i n s

M e s s a g e s

C o n s t r a i n

D e s c r i p t i o n M e t a d a t a S c h e m a s
P u b l i s h e s C o m p r i s e D e s c r i b e s

C o m m o n D a t a M o d e l

S u p p o r t s

S e r v i c e

S e m a n t i c s

C o n f o r m s t o

P o l i c y
E x p r e s s e s E x p r e s s e s E x p r e s s e s

S e c u r i t y
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A u d i t

Q u a l i t y o f S e r v i c e

Possible Data Exchange Mechanisms


Manual

Either provide a data package by file or upload this package into a tool manually. For example, taking a package and putting this into the PDM System Transfer Delivery of package in a tool specific format using standard file transfer mechanisms. The format is then used for importing / exporting data. The tool can have structured or unstructured data, but is specific to that tool Oriented Provide standardized interfaces that can accept and route information independent of format.

File

Service

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Conceptual Architecture
Data Delivery UI
File Based

Partner

Data Validation and Verification

Partner Systems

Mass data exchange (asynchronous)

Data Exchang e Services

Drop Box
Review

Partner Systems / UI

Service Based

System Synchronous

PLM / PLCS Services

Data Distribution

Connectivity & Interoperability (ESB/MFT)

PDM

Req. Management

Program / Portfolio Management

Others

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Data Exchange Framework

The framework provides distinct components of the exchange

Partner Agreement

Conversation Security

Message Envelope

Transport Protocol

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Components of a Data Exchange

Data Exchange Agreement - This is a specific agreement between partners. It refers to the particular conversation, message structure, transport protocol, and security attributes that partners choose for their communications. Depending on the business protocol, this may also include technical details like the certificates file and the URL for HTTPS transport. Conversation - This includes certain communication options. Depending on the business protocol, these may include transaction types like notify and synchronous or asynchronous request-response, as well as options like time-outs, retries, and exception handling.

Message Envelope - Depending on the business protocol, this may include MIME, S/MIME, XML, or OWL. Each business protocol must provide a message envelope to carry the message body. This envelope and message are then wrapped in an envelope provided by the transport protocol.
Transport Protocol - Depending on the business protocol, this may include HTTP, HTTPS, (S)FTP, or SMTP. Security - Defines the policies that govern the previous mentioned areas of a data exchange. Depending on the business protocol, this may include authentication, access control, non-repudiation, and encryption.

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Common Data Model (payload of envelope)


Data

thats being delivered and its meta data needs to be consistent such that validation and dissemination can be done is contained as payload in the envelope. Each message contains meta-data that describes the delivery

Data

The

CDM needs to be based on standards to ensure interoperability

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Why use Standards? Using Industry Standards provide the following benefits:
Reduce

likelihood of mistakes

Easier

to communicate and generate ideas a large number of people working together, function best when they fluently speak a common language (set of standards)
data interchange and representation and management of information costs and increased efficiency Acceptance among partners

Facilitates

Lower Higher

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Which Standards Apply?


ISO STEP AP203 Configuration Controlled Design, ISO STEP AP233 Systems Engineering Data Exchange, ISO STEP AP239 Product Life Cycle Support (PLCS) OASIS PLCS Data Exchange Specifications (DEX) - Product Life Cycle Support (PLCS) standard (ISO 10303-239) Product Lifecycle Management (PLM) Services (OMG standard)

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Challenges with Standards


Focus Can

is generic

result in loss of tool specific capabilities parts are left up for interpretation

Richness of tool specific functionality

Some

Flexibility can cause compatibility issues

Who

drives the standards?


do they apply to specific industries?

Keeping standards current with emerging technologies, OWL

How

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Challenges Ahead
Determine

the delta between standards and business needs Master Data Management

Consistent How

do you perform approvals via PLM services for data changes? have been your finding around establishing exchanges using the standards?

What

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