Composite Applicaitons and OBA Architecture

Mike Walker

Architecture Strategy Team

High Level Architecture

Agenda

What are OBAs? The Architects Perspective

Enabling TechnologiesWhy OBAs DifferentTypes of OBAs

Addressing Enterprise Concerns Peaking into the Business Process

Lack of User Experience (UX) in solutionsProductivity has been hinderedProcesses are disconnected

Organizations are siloed both organizationally and through their IT systemsSolution Sprawl with Duplicate SystemsLack of GovernanceNeed 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 Providers6. Internet E-Commerce7. Used Car (Only) Dealers8. Furniture - Retail9. Collection Agencies10. 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 ProcessHaving the right informationComfortable User Interface

Example:

Lotus Notes Outlook

Change is ComingGartner Research

Planning for 2010: Key Issues for Business Application and Workplace Productivity Systems Integration

The Architects Perspective

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 ApplicationsGreater than the Sum of the Parts

+ Real world+ Implicit+ Unstructured+ Collaborative+ Ad hoc+ Dynamic

+ =

IdealizedExplicitStructuredTransactionalFormalRigid

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

Content Content ManagementManagement

Workflow Workflow & Portal& Portal

Business Business IntelligenceIntelligence

SearchSearchSearchSearch

Communications Communications & Collaboration& Collaboration

SQL ServerBizTalk

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

Architecting OBAs

Formula for Composite Architectures

DBDB DBDB DBDB

Web Web ServicesServices

WebDav WebDav ServicesServices

UIUIServicesServices

Business Logic & Workflow Business Logic & Workflow CompositionComposition

DBDB

PresentationPresentation

Business Logic & Business Logic & Workflow Workflow

CompositionComposition





Built-In Built-In InteroperabilInteroperabil

ityity

Autonomous Autonomous Business Business ProcessProcess

PresentationPresentation PresentationPresentation PresentationPresentationCompositComposit

ee

HeterogeneouHeterogeneous Logics Logic

Anotomy of OBAClientsClients

Office SharePoint Server 2007Office SharePoint Server 2007

WSS 3.0WSS 3.0

Forms ServicesForms Services

OutlookOutlook

WordWordExcelExcel PowerPointPowerPoint

InfoPathInfoPath CommunicatorCommunicator

SharedShared

Open XMLOpen XML

IRMIRM

Excel ServicesExcel Services Data ServicesData Services

ECM ServicesECM Services Security ServicesSecurity Services Storage ServicesStorage Services

Portfolio MgmtPortfolio Mgmt Project Project ManagementManagement Enterprise SearchEnterprise Search ASP.NetASP.Net

Master Pages | Web Master Pages | Web PartsParts

.Net.NetVB | C#VB | C#

Portal FrameworkPortal Framework

Workflow FoundationWorkflow Foundation

Rights Rights Management Management

ServicesServices

Document Document LibrariesLibraries

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

TaskPane

Ribbon

LOB Systems

MOSS Services

LOB Systems

MOSS Services

WP

WP

Ribbon

Task Pane

Office Open XMLDocument Macros

Document MacrosCustom XML

public void Insert (Office.IRibbonControl control) {string insertText = “My Text"; applicationObject.Selection.InsertAfter(insertText); } COM Add-In

Active X ControlActive X ControlWindows FormsWindows Forms

Labels | Text | Labels | Text | ButtonsButtons

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 ECM IntegrationIntegration

Enterprise Enterprise SearchSearch

Business Data Business Data CatalogCatalog

Role BasedRole Based

Web Service Web Service IntegrationIntegration

ECM ECM IntegratioIntegratio

nn

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 2007Office SharePoint Server 2007

Forms ServicesForms Services

ClientsClients

OutlookOutlook

WordWordExcelExcel PowerPointPowerPoint

InfoPathInfoPath CommunicatorCommunicator

SharedShared

Open XMLOpen XML

IRMIRM

Excel ServicesExcel Services Data ServicesData Services

ECM ServicesECM Services Security ServicesSecurity Services Storage ServicesStorage Services

Portfolio MgmtPortfolio Mgmt Project Project ManagementManagement Enterprise SearchEnterprise Search ASP.NetASP.Net

Master Pages | Web Master Pages | Web PartsParts

.Net.NetVB | C#VB | C#

WSS 3.0WSS 3.0Portal Portal

FrameworkFramework

Workflow FoundationWorkflow Foundation

Rights Rights Management Management

ServicesServices

Document Document LibrariesLibraries

System OrchestrationHuman Workflow

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

SystemsBusiness Users

WSS Worker Process

Windows Workflow Foundation

Workflow Architecture

Base Activity Library

Custom Apps

SharePoint Activity Library

Runtime Services: custom WSS implementations

PersistenceTransactions

Tracking

Notifications

MessagingRoles

Runtime Engine: provides intrinsic behaviors to activities

RulesScheduler Tracking

WSSContent Databases

WSS-created component

WSS Workflow Object Model

Browser Office Clients

Connecting MOSS and BizTalk

MOSS

BizTalk

Web Services

Orchestrations

MOSS Adapter

.Net

WCFWCF WSS WSS AdaptersAdapters .Net.Net

Workflow Development

Out-of-the-box solutions

Microsoft SharePoint Designer workflows

Microsoft Visual Studio & workflow SDK

Task & Issue Tracking(WSS, Access, & Project)

Document Approval(parallel/serial)

Signature Collection

Form ActionsForm ActionsPush SQL data to Push SQL data to

listlistEmail notificationsEmail notificationsSimple validationSimple validation

Document ProcessesDocument ProcessesConditional ExpirationConditional Expiration

Custom ReviewCustom Review

Custom App LogicCustom App LogicLink lists togetherLink lists together

Custom alertsCustom alertsFlag list itemsFlag list items

Purchase Order Processing

LOB Integration

(BizTalk Server)

Bridging Technology

DBDB DBDB DBDB

Web Web ServicesServices

WebDav WebDav ServicesServices

UIUIServicesServices

Business Logic & Workflow Business Logic & Workflow CompositionComposition

DBDB

PresentationPresentation







BDCAdaptersWeb Services

1. View Business Data

2. Binary Interaction3. Web Services

Contextual Collaborative Easy to use

Role-basedRole-basedConfigurableConfigurableMulti-deviceMulti-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!

Enterprise Services

Physical Architecture

IIS Server

Exchange Server

MOSS 2007

LOB Application Servers

SQL Server

Active Directory

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

• 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

Scalability

MOSS and IIS Server

• 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

BizTalk

• Reporting services provide highly optimized data access• Clustering •Data can span to many sources• Many storage options with (SAN and NAS)

SQL Server

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

User Requests

Indexing Servers

Search Servers

Content Database 1

Content Database 2

ECS Server (mirrored)

ECS Server

Configuration Database SSP Database Search Database

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

B2B Integration

Integration

System Inputs

Interoperability

GovernmentBank to BankThird-Party Services

Fax machine phone User Input E-Mail

BizTalk Message Bus

Point Integrations

Existing LOB Systems

Microsoft

Intel

Sun

Dell

AMD A

CA A

Sonic A

gSOAP

Systinet A

WEBM

NetIQ

WS-P

olicy

Messaging Security Assurance

s

Mgmt

Metadata

WS-X

Fer /

Enum

WS-F

ed

WS-

Secure

Conv

WS-S

ecurit

y

WS-T

rust

WS-R

M

WS-A

T

MEX

WS-M

anag

emen

t

Released product

Public interop

A Co-Author Only

SOAP / W

SDL

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

MTOM

Standards Support

Connecting MOSS and BizTalk

MOSS

BizTalk

MISMO XML

Aspx Web Services

Aspx Service Stubs

Orchestrations

Extensibility

Web Service Proxy

Web Services

LOB SystemsLegacy Systems

MISMO XML

Tablet Application

Smart Client

Windows Mobile

Communications Architecture

File Landing Zone

Files

HTTP SOAPSSL

HTTP SOAPSSL

CIFS

Windows Workflow

Foundation

MOSSIntegration Services

Orchestration Services

BizTalk

HTTP - SOAP

Third Party Services

SQL Server

TCP/IPHTTP SOAPSSL

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

Other Enterprise Identity Providers

Security

Active Directory

External

InternalManaged by AD Groups:• Administrator• Underwriter• Broker• Broker Admin

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

WFWF

Embedded InfoPath Embedded InfoPath form with IRM form with IRM ProtectionProtection

Office SharePoint Office SharePoint Server 2007Server 2007

Host ApplicationHost Application

UnderwriterUnderwriter(UW)(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

The Business Process

Process Life CyclesDevelopment of Business ProcessesDevelop new composite processes from reuse of existing systemsDeployment of Highly Distributed Processes

Intuitive end-user task interaction thru OfficeInteraction with Collaborative ProcessesEffective Management and Control of Distributed Processes

Business Process Modeling and DocumentationVisual Design of Electronic FormsVisual Design of Collaborative Applications

Real-time Tracking of End-to-end Business Process PerformanceManagement Visibility into Business Process PerformanceReal-time Process Optimization

Activity Complexity/RigidityActivity 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

IndividualAd hoc

Human Semi Structured

System Highly Structured

FixedProcess

Collaborative ProcessesCollaborative Processes Transactional ProcessesTransactional Processes

Breadth of Processes

Individual Team Cross-Team Enterprise App

IndividualAd hoc

Human Semi Structured

System Highly Structured

FixedProcess

Collaborative Processes Transactional Processes

Breadth of Processes

Common Design Tools

Common Monitoring Tools

Common Runtime

Collaboration ServerProcess 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 Registration Pricing Lock Approval Process

IntegrationServices

UnderwritingRules

Decision Engine

Enterprise Loan Orchestrations (ELO)

Products and Pricing Flow(PPF)

RateEntry

ApprovalProcesses

RatesPublished

BlackoutOver

Scenario: Blending Workflows

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 EdgeHummingbird

Recommended Resources

MSDN OBA Architecture CenterMSDN OBA Architecture Centerhttp://msdn2.microsoft.com/en-us/archithttp://msdn2.microsoft.com/en-us/architecture/aa699381.aspxecture/aa699381.aspx

Office Developer CenterOffice Developer Centerhttp://msdn2.microsoft.com/en-us/http://msdn2.microsoft.com/en-us/office/default.aspx office/default.aspx

Financial Services Architecture CenterFinancial Services Architecture Centerhttp://msdn.microsoft.com/FinServArch http://msdn.microsoft.com/FinServArch

Mike Walker’s BlogMike Walker’s Bloghttp://blogs.msdn.com/MikeWalker http://blogs.msdn.com/MikeWalker

© 2005 Microsoft Corporation. All rights reserved.© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.