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Friday, October 16, 2009

The SOA Framework




Early Ford Model Ts were the most successful automobile for a good portion of the twentieth century. Millions of Model Ts roamed the roads of America, and if you had opened the hood of one of them, you would have found a very basic machine design consisting of an engine, a magneto (similar to an alternator) and perhaps a battery.
In contrast, when looking under the hood of a modern car, it’s easy to be bewildered by its complexity.  With their fuel-injection systems, anti-lock brakes, intelligent steering systems, safety mechanism, and many other features, a modern car can better be described as a computerized mobility machine. About the only thing Model Ts have in common with modern cars is the fact that they both move.
Trying to explain the workings of a new a vehicle in terms of 1920’s terminology is almost impossible. Such an explanation requires the use of a new language. The same is true for SOA. The traditional computing paradigm of centralized mainframe-based processing represents the Model T of computing, and designing and explaining SOA, even if only to represent another computer environment, requires a new language.
This new language would have more in common with, say, the language used to describe a Broadway play or the workings of  interacting organisms in biology than with the language used to describe the original computing paradigms (a “computer”, after all, was a term originally used for the female staff in charge of manually performing census calculations). In this new language you have actors playing the roles of specific services, a script to define the storyline and the orchestrators to execute it.  SOA is a play; not a monologue.
Still, regardless of the internal workings, a new car still requires the existence of a command console, an engine, and wheels and chassis.  SOA can be defined by the Presentation, Processing, and Data Layers. The Presentation occurs in the Access space, and the interface could be viewed as a “membrane” enclosing the system. The Processing layer provides the orchestration of services and the Data represents the stuff that makes it all worthwhile.
Remember, the SOA meshed diagram I showed you earlier?



The diagram gives a somewhat chaotic and anarchic representation of the manner in which a truly distributed service oriented environment operates. It behooves us to impose some order and structure so that the actual SOA system is something we can implement and operate appropriately.  I refer to this structure as “The Framework”; the following are its elements:
·         The Access.  No matter the system, the objective is to ultimately interface with humans. I spoke early on about possible interface technologies in the future, from 3D Virtual Telepresence to technologies that can be implanted in our bodies to extend our senses in a seamless way. We are already living in a time where the access mechanism is becoming irrelevant to the engagement experience. You can check out your Facebook wall from a PC, a cell phone, an iPod, or a game console.
·         The Membrane. If we can envision a world in which we utilize a variety of access devices, we can also envision their touch points as a membrane. The advent of cloud computing already provides the cloud as a metaphor, but the cloud metaphor serves best in depicting the manner in which virtualized computer systems are integrated as a whole working unit. The membrane represents the interface to the information services.
·         The Orchestrator. This is what I like to call “The Wizard of Oz Booth”. The magic behind the curtain is represented by the process rules, information gathering decisions, and alternative workflows evaluated and chosen by the orchestrator.
·         The Fabric. There is no civilization without infrastructure. Indeed, many could argue that civilization is infrastructure.  And what’s infrastructure? Anything that we can bury beneath the ground, that is not dead, and that provides a service in as transparent a fashion as possible is infrastructure. However, I chose the term Fabric because this term better conveys the dynamic nature of the supporting infrastructure. Fabric has two connotations, one as an entity producing goods, and the other as the material substance that forms SOA.
·         The Data Keeper. In a proper SOA environment, even data should be abstracted to be accessed as a service. Similar to the role of your high school librarian, you need a formalized Data Keeper responsible for abstracting the access and maintenance of data to ensure no one has to worry about such details as to whether data is being stored in old Phoenician tablets, Egyptian papyrus, Monastic scriptures, ferromagnetic storage, or any of the modern or future ways data is to be stored.
In the future everything will be virtual, an abstraction. Enabling this capability is the role of the SOA Framework. Next I will describe in detail each of the previous SOA Framework elements.

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Friday, August 28, 2009

An SOA Taxonomy

It is one thing to say SOA is the most natural way to architect systems; another to figure out how SOA should be implemented. The way we define the SOA structure (its “taxonomy”) is important because it has a direct impact on the best organizational governance needed for its successful use.

While there are many ways to split the SOA-cake, in my experience it makes sense to borrow from the world around us. After all, we have already established that there is nothing new under the sun when it comes to SOA, and that humans have been using the service model quite naturally for thousands of years. Also, humanity has tested a variety of social structures that allegedly have improved over time. It’s easy to be cynical when looking at the issues facing us today, but feudal structures are no longer considered appropriate (at least by most of us in western societies), and sacrificing prisoners to appease the gods is frowned upon these days. It makes sense to look at how we operate today as a possible model for defining a proper SOA taxonomy.

Let’s start with the use of language, (human language, mind you; not the computer programming-kind). Think of sentences with their nouns and predicates and the concept of service interface can emerge naturally from it. “Give me the lowest fare for a flight to New York in April,” or “Find the address for Mr. John Jones,” are service requests you could make equally well to your assistant or to a software program.

Just as a language’s sentence has to follow specific grammatical rules, how we articulate the request follows an implied structure intended to guarantee the request is understood and that it is in fact actionable. Satisfaction of the service requires an agreement as to how the service request is going to be handled and an expectation of who is going to act on the service.

Acting upon language instructions would be impossible without a specialization framework. When you call for a taxi, you don’t expect a hot-dog cart to show up, and if you need to summon emergency services, you dial 911 and not the pizza delivery service (you can tell I am kind of hungry as I write this!)

In fact, much of the social fabric related to the various roles and institutions usually referred to as ‘civilization’ are nothing more than a broad framework for the services we deliver or receive.

The streets we traverse, the sewage and plumbing systems beneath it, and the way electricity is delivered via power grids are infrastructure elements we all take for granted in support of the ‘civilization’ framework.

Finally, requesting services via the right language, using the means of civilization and the needed infrastructure would be all for naught if we were only capable to utter nonsensical commands (‘ride me to the moon on your bike’), or even requests not followed by the magic words (‘here is my credit card’). There are protocols that must be followed to ensure the entire system works as expected and these represent the social and legal ecosystem from which everything else flows.


This is essence the SOA taxonomy I will be discussing in more detail next. The elements encompassed by SOA are no different from the Language-Civilization-Infrastructure-Protocols pattern I’ve just discussed. For SOA, the equivalent pattern is Services-Framework-Foundation-Techniques:

a. The Services as the language of SOA. It is not the same thing ordering a meal at McDonalds as it is at a five star restaurant (yes, I’m still hungry!). There are services and then there are services. A clear understanding of what constitutes a service is essential to the SOA approach.

b. The emerging SOA Framework as the civilization. Trying to approach SOA in the same mindset as a traditional design is not feasible. SOA demands the establishment of new actors and their roles. Here I’ll discuss the proposed introduction of a common enterprise service bus (ESB) as a potential common transport for all SOA interactions, and the guidelines related to the access of data by services.

c. The physical Foundation. SOA is a beautiful approach, but it still relies on actual wires and moving bits and bytes—a suitable infrastructure. Here I will cover the distributed model, and the systemic approaches to scaling and managing SOA.

d. The Techniques needed to make SOA work. Imagine that you are given the opportunity to race against a professional NASCAR driver using a superior car that of the professional. Or that you are to compete against Tiger Woods in a round of golf using a better golf club. Odds are that, even with better equipment, you won’t win. Ultimately, you can have the best equipment, but it’s the way you use it that makes a difference in the results. Good equipment, like good infrastructure and services, can only be leveraged with appropriate techniques that only expert hands and minds can apply.

Next, let’s dive into the services . . .

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