SOA Governance

Name: SOA Governance | Governing Shared Services On-Premise and in the Cloud
Brand: Pearson
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Governing Shared Services On-Premise and in the Cloud

Thomas Erl Stephen Bennett Benjamin Carlyle Clive Gee Robert Laird Anne Manes Andre Tost(Autor*in)

Pearson (Verlag)

1. Auflage

Erschienen am 21. März 2011

710 Seiten

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Beschreibung

"This book provides an indispensable guide for establishing a firm SOA governance foundation. Easy to read, comprehensive, pragmatic...excellent job."

--Nick Laqua, Enterprise SOA Architect, Cathay Pacific Airways

"SOA Governance is a must-read that provides an in-depth look at the organizational, managerial, procedural, and technical aspects that any SOA project needs to consider. If you're investing in SOA, you'll benefit greatly by having this excellent resource available to you as you contend with the many challenges of creating your own SOA governance."

--David E. Michalowicz, Principal, Information Systems Engineer, The MITRE Corporation

"With this book Thomas Erl [and his team] do a great job in outlining a framework to implement an SOA governance program. For each stage of the project lifecycle, necessary governance precepts and processes are described concretely by referring to the service-orientation principles and SOA patterns. This makes it an indispensable source of information for any SOA practitioner or any professional who plans to start an SOA initiative."

--Jean-Paul De Baets, Principal SOA Architect, Fedict (Belgian Federal Government Information and Communication Technology Service)

"This book on SOA governance provides both thoughtful and carefully crafted narrative and the supplementation of poignant real-world case studies that will help practitioners calibrate guidance to realities on the ground. This is a terrific book that will be heavily used--with tab stickers, dog-ears, highlighting, and column notes abounding to show for it--as practitioners strategize and subsequently iterate through organizational learnings on their journeys to SOA maturity."

--David S. Rogers, Manager, IEEE Conferences Business and Technology Solutions Office

"Thomas Erl's SOA Governance clarifies the principles behind this crucial capability for SOA adoption. Finally, a contribution that serves as a guide for project managers, architects, and any related role that has a common goal: the establishment, administration, and vision behind a service-enabled enterprise. Accenture sees this book as a milestone that will support the rationale behind selling and delivering SOA governance projects around the world."

--Dr. Matthias Ziegler, Accenture; Dr. Jure Zakotnik, Accenture; Thomas M. Michelbach, Accenture

"Thomas Erl's SOA Governance book fills in an important missing piece for any organization wanting to move to--and succeed with--an enterprise commitment to implement SOA and realize its overarching benefits. Of equal importance, however, is the fact that the basic concepts and frameworks that the book instantiates in the context of SOA can also be productively applied in other contexts that are not formally 'SOA-esque,' but where complexity is in need of formal governance."

--Charles N. Mead, MD, MSc., Senior Technical Advisor to the Director, National Cancer Institute Center for Bioinformatics and Information Technology (NCI CBIIT) Chair, Architecture Board, Health Level 7 (HL7)

"SOA Governance is the best read on governance and software delivery processes since the publication of RUP; it is the book that defines the standard Service Delivery Processes for all project lifecycle models and defines the necessary conditions and roadmap to reach SOA in the IT organization."

--Filippos Santas, IT Architect, Credit Suisse Private Banking, Switzerland, and Certified SOA Trainer

"Achieving your service-oriented goals requires controlled growth and change, which are best accomplished through rigorous governance. The authors of this work drive to the heart of governance and show you how to manage your portfolio of services."

--Kevin P. Davis, Ph.D., Software Architect

The Definitive Guide to Governing Shared Services and SOA Projects

SOA Governance: Governing Shared Services On-Premise and in the Cloud is the result of a multi-year project to collect proven industry practices for establishing IT governance controls specific to the adoption of SOA and service-orientation. Authored by world-renowned experts in the fields of SOA, IT governance, and cloud computing, this comprehensive book provides clear direction as to what does and does not constitute SOA governance and then steps the reader through the most important industry governance practices, as they pertain to individual SOA project lifecycle stages.

With a consistent, vendor-neutral focus, and with the help of case study examples, the authors demonstrate how to define and position precepts, organizational roles, processes, standards, and metrics. Readers benefit from thorough and visually depicted cross-references and mapping between roles, processes, precepts, and project stages, enabling them to fully explore dynamics and dependencies and thereby learn how to use these governance controls to create their own custom SOA governance systems.

This important title will be valuable to every practitioner concerned with making SOA work, including senior IT managers, project managers, architects, analysts, developers, administrators, QA professionals, security specialists, and cloud computing professionals.

Topic Areas

Defining SOA governance
Establishing an SOA governance office and program
Working with proven SOA governance precepts and processes
Identifying organizational roles and relating them to SOA governance
Associating design-time and runtime SOA project stages with SOA governance controls
Governance considerations specific to shared services
Roles, precepts, and factors specific to cloud-based services
Understanding and categorizing SOA governance products and technologies
Applying governance controls as early as the planning stages and measuring their success in subsequent stages
Using vitality triggers to govern shared services on an on-going basis
SOA governance controls that pertain to business information documents and policies

Weitere Details

Weitere Ausgaben

Personen

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Alongside many white papers and magazine articles, Stephen's previous literary efforts include the book Silver Clouds, Dark Linings: A Concise Guide to Cloud Computing (Prentice Hall 2010). Stephen is a regular speaker at executive events and conferences on topics such as SOA adoption, service engineering, SOA Governance, service-oriented architecture, and cloud computing. Stephen has been involved in multiple standards efforts around SOA and Enterprise Architecture. Stephen has co-chaired a number of working groups within the Open Group organization around SOA Governance and TOGAF/SOA.

Thomas Erl is a best-selling IT author and founder of CloudSchool.com (TM) andSOASchool.com (R). Thomas has been the world's top-selling service technology author for over five years and is the series editor of the Prentice Hall Service Technology Series from Thomas Erl (www.servicetechbooks.com ), as well as the editor of the Service Technology Magazine (www.servicetechmag.com). With over 175,000 copies in print world-wide, his eight published books have become international bestsellers and have been formally endorsed by senior members of major IT organizations, such as IBM, Microsoft, Oracle, Intel, Accenture, IEEE, HL7, MITRE, SAP, CISCO, HP, and others.

Four of his books, Cloud Computing: Concepts, Technology & Architecture, SOA Design Patterns, SOA Principles of Service Design, and SOA Governance, were authored in collaboration with the IT community and have contributed to the definition of cloud computing technology mechanisms, the service-oriented architectural model and service-orientation as a distinct paradigm. Thomas is currently working with over 20 authors on several new books dedicated to specialized topic areas such as cloud computing, Big Data, modern service technologies, and service-orientation.

As CEO of Arcitura Education Inc. and in cooperation with CloudSchool.com (TM) andSOASchool.com (R), Thomas has led the development of curricula for the internationally recognized SOA Certified Professional (SOACP) and Cloud Certified Professional (CCP) accreditation programs, which have established a series of formal, vendor-neutral industry certifications.

Thomas is the founding member of the SOA Manifesto Working Group and author of the Annotated SOA Manifesto (www.soa-manifesto.com). He is a member of the Cloud Education & Credential Committee, SOA Education Committee, and he further oversees theSOAPatterns.org and CloudPatterns.org initiatives, which are dedicated to the on-going development of master pattern catalogs for service-oriented computing and cloud computing.

Thomas has toured over 20 countries as a speaker and instructor for public and private events, and regularly participates in international conferences, including SOA, Cloud + Service Technology Symposium and Gartner events. Over 100 articles and interviews by Thomas have been published in numerous publications, including the Wall Street Journal and CIO Magazine.

Robert Laird is the lead architect of the IBM Software Group in areas of SOA governance and SOA policy; he currently leads the automation of the SOA Policy Lifecycle. Prior to that, Robert co-authored the SOA Governance and Management Method (SGMM) for usage of SOA governance capabilities and maturity assessment. Robert has several years of international consulting experience and was responsible for supporting and leading service-oriented architecture (SOA) governance and SOA architecture engagements for worldwide IBM customers.

With more than 20 years experience in the telecom industry at MCI and Verizon, Robert has been the MCI chief architect, leading the enterprise architecture group and has worked across the entire order-to-cash suite of applications. He led the development of the SOA based single stack strategy to simplify the multiple network and applications silos; he has driven the strategy, planning, and execution of MCI's product development in the area of contact centers, IP/VPN, VOIP, IMS, and managed services; and, for OSS, he has led successful implementations to automate network provisioning, network restoration, and network management.

Prior to joining MCI, Robert worked as a consultant for American Management Systems (AMS) and Ideation, Inc. He has an MS and a BS degree in Computer Science from Purdue University and has been granted two patents in the area of telephony, with three patents pending in the area of computing. As well as speaking at various industry forums, Robert has written for The SOA Magazine, been quoted in CIO Insight, Telecommunications, Infoworld, and Computerworld, and has co-authored two books including SOA Governance (IBM Press 2008) and Executing SOA (IBM Press 2008).

Anne Thomas Manes is the Vice President and Research Director for Burton Group Application Platform Strategies. Her expertise includes SOA, web services, XML, governance, Java, application servers, super platforms, and application security. Prior to joining Burton Group, Anne was the Chief Technology Officer at Systinet, an SOA governance vendor (now part of HP) and Director of Market Innovation in Sun Microsystems's software group. With 28 years of experience, Anne was named one of the 50 most powerful people in networking 2002 by Network World and among the "Power 100 IT Leaders," by Enterprise Systems Journal.

Anne has authored Web Services: A Manager's Guide (Addison-Wesley, 2003) and contributed the foreword for the new book Next Generation SOA (Prentice Hall, 2011). Anne has also participated in Web services standards development efforts at the W3C, OASIS, WS-I, and JCP.

Robert Schneider is a Partner at WiseClouds, LLC. WiseClouds offers vendor-neutral, unbiased consulting and training services that help customers understand and manage cloud computing business concerns, select the right mixture of enabling technologies, and identify and deploy the ideal configuration required.

Robert has provided database optimization, distributed computing, and other technical expertise to a wide variety of enterprises in the financial, technology, and public sectors. Clients have included Amazon, JP Morgan Chase & Co, VISA, HP, S.W.I.F.T., and numerous governments such as the United States, Brazil, Malaysia, Mexico, Australia, and the United Kingdom.

Robert has written six books and numerous articles on database technology and other complex topics such as cloud computing, and SOA. Robert is a frequent organizer and presenter at technology industry events, worldwide.

Leo Shuster is a seasoned IT professional. He has directed Enterprise Architecture and SOA strategy and execution for a number of organizations including Nationwide Insurance, National City Corporation, Ohio Savings Bank, and Progressive Insurance. Leo holds an MS in Computer Science and Engineering from Case Western Reserve University and an MBA from Cleveland State University. Thus far, in his 15 year IT career, Leo has held a variety of roles including Director, Manager, Team Lead, Project Manager, Architect, and Developer. Leo has presented on Enterprise Architecture, SOA, and related topics for groups of all sizes at a variety of industry events and conferences. He is passionate about technology and regularly blogs about advanced software architecture issues at leoshuster.blogspot.com.

Andre Tost works as a Senior Technical Staff Member in the IBM Software Group where he assists IBM's customers in establishing service-oriented architectures. His special focus is on Web services, Enterprise Service Bus technology, and SOA governance. Before his current assignment, Andre spent ten years in various partner enablement, development, and architectural roles in IBM software development. Andre has spoken at industry conferences worldwide on topics related to SOA and is a frequent publisher of articles and papers. He is also a co-author of several books on Web services and related technologies including Web Service Contract Design and Versioning for SOA (Prentice Hall 2008). Originally from Germany, he now lives and works in Rochester, Minnesota.

Chris Venable is an architect and member of the SOA Center of Competency at Wal-Mart Stores, Inc. He has 16 years of experience in the IT industry with the past nine focused on SOA, data integration, and other modern software engineering practices.

Current areas of interest include business architecture, event processing, variation analysis, and conceptual modeling.

Inhalt

Foreword by Massimo Pezzini xxxi

Foreword by Roberto Medrano xxxiii

Acknowledgments xxxv

CHAPTER 1: Introduction 1

1.1 About this Book 3

Who this Book is For 3

What this Book Does Not Cover 4

This is Not a Book About SOA Management 4

This is Not a Book About Cloud Computing Governance 4

1.2 Recommended Reading 5

1.3 How this Book is Organized 6

Part I: Fundamentals 6

Part II: Project Governance 7

Part III: Strategic Governance 10

Part IV: Appendices 11

1.4 Symbols, Figures, and Style Conventions 12

Symbol Legend 12

Mapping Diagrams 12

SOA Principles & Patterns Sections 13

Capitalization 14

1.5 Additional Information 14

Updates, Errata, and Resources (www.soabooks.com) 14

Master Glossary (www.soaglossary.com) 15

Referenced Specifications (www.soaspecs.com) 15

SOASchool.com SOA Certified Professional (SOACP) 15

CloudSchool.com Cloud Certified Professional (CCP) 15

The SOA Magazine (www.soamag.com) 15

Notification Service 16

CHAPTER 2: Case Study Background 17

2.1 How Case Studies are Used 18

2.2 Raysmoore Corporation 18

History 18

IT Environment 18

Business Goals and Obstacles 19

2.3 Case Study Continuation 20

PART I: FUNDAMENTALS

CHAPTER 3: Service-Oriented Computing Fundamentals 23

3.1 Basic Terminology 24

Service-Oriented Computing 25

Service-Orientation 26

Service-Oriented Architecture (SOA) 29

Services 31

Services as Components 32

Services as Web Services 32

Services as REST Services 34

SOA Manifesto 34

Cloud Computing 35

IT Resources 35

Cloud 36

On-Premise 37

Cloud Deployment Models 37

Cloud Consumers and Cloud Providers 38

Cloud Delivery Models 38

Service Models 38

Agnostic Logic and Non-Agnostic Logic 39

Service Composition 40

Service Inventory 41

Service Portfolio 41

Service Candidate 42

Service Contract 43

Service-Related Granularity 44

SOA Design Patterns 46

3.2 Further Reading 47

CHAPTER 4: SOA Planning Fundamentals 49

4.1 The Four Pillars of Service-Orientation 51

Teamwork 52

Education 52

Discipline 52

Balanced Scope 53

4.2 Levels of Organizational Maturity 56

Service Neutral Level .57

Service Aware Level 57

Service Capable Level 57

Business Aligned Level 58

Business Driven Level 58

Service Ineffectual Level 58

Service Aggressive Level 59

4.3 SOA Funding Models 60

Platform (Service Inventory) Funding 60

Project Funding Model (Platform) 61

Central Funding Model (Platform) 64

Usage Based Funding Model (Platform) 66

Service Funding 69

Project Funding Model (Service) 69

Central Funding Model (Service) 71

Hybrid Funding Model (Service) 72

Usage Based Funding Model (Service) 74

CHAPTER 5: SOA Project Fundamentals 79

5.1 Project and Lifecycle Stages 81

SOA Adoption Planning 82

Service Inventory Analysis 82

Service-Oriented Analysis (Service Modeling) 84

Service-Oriented Design (Service Contract) 85

Service Logic Design 87

Service Development 87

Service Testing 88

Service Deployment and Maintenance 89

Service Usage and Monitoring 90

Service Discovery 90

Service Versioning and Retirement 91

5.2 Organizational Roles 92

Service Analyst 96

Service Architect 96

Service Developer 97

Service Custodian 98

Cloud Service Owner 98

Service Administrator 100

Cloud Resource Administrator 100

Schema Custodian 102

Policy Custodian 104

Service Registry Custodian 105

Technical Communications Specialist 105

Enterprise Architect 106

Enterprise Design Standards Custodian (and Auditor) 107

SOA Quality Assurance Specialist 109

SOA Security Specialist 110

SOA Governance Specialist 111

Other Roles 112

Educator 112

Business Analyst 113

Data Architect 113

Technology Architect 113

Cloud Technology Professional 114

Cloud Architect 114

Cloud Security Specialist 114

Cloud Governance Specialist 114

IT Manager 115

5.3 Service Profiles 115

Service-Level Profile Structure 117

Capability Profile Structure 118

Additional Considerations 119

Customizing Service Profiles 119

Service Profiles and Service Registries 119

Service Profiles and Service Catalogs 119

Service Profiles and Service Architecture 120

CHAPTER 6: Understanding SOA Governance 121

6.1 Governance 101 122

The Scope of Governance 123

Governance and Methodology 124

Governance and Management 124

Methodology and Management 125

Comparisons 125

The Building Blocks of a Governance System 127

Precepts 128

People (Roles) 128

Processes 129

Metrics 129

Governance and SOA 130

6.2 The SOA Governance Program Office (SGPO) 131

6.3 SGPO Jurisdiction Models 133

Centralized Enterprise SGPO 133

Centralized Domain SGPO 134

Federated Domain SGPOs 135

Independent Domain SGPOs 136

6.4 The SOA Governance Program 137

Step 1: Assessing the Enterprise (or Domain) 137

Current Governance Practices and Management Styles 138

SOA Initiative Maturity 138

Current Organizational Model 139

Current and Planned Balance of On-Premise and Cloud-based IT Resources 139

Step 2: Planning and Building the SOA Governance Program 139

SOA Governance Precepts 139

SOA Governance Processes 141

SOA Governance Roles 143

Additional Components 146

Step 3: Running the SOA Governance Program (Best Practices and Common Pitfalls) 146

Collect the Right Metrics and Have the Right People Use Them 146

Provide Transparency and Foster Collaboration 147

Ensure Consistency and Reliability 147

Compliance and Incentives 147

Education and Communication 148

Common Pitfalls 148

PART II: PROJECT GOVERNANCE

CHAPTER 7: Governing SOA Projects 153

7.1 Overview 155

Precepts, Processes, and People (Roles) Sections 156

7.2 General Governance Controls 157

Precepts 157

Service Profile Standards 157

Service Information Precepts 158

Service Policy Precepts 158

Logical Domain Precepts 159

Security Control Precepts 160

SOA Governance Technology Standards 163

Metrics 164

Cost Metrics 164

Standards-related Precept Metrics 165

Threshold Metrics 165

Vitality Metrics 166

Case Study Example 167

7.3 Governing SOA Adoption Planning 169

Precepts 169

Preferred Adoption Scope Definition 169

Organizational Maturity Criteria Definition 171

Standardized Funding Model 172

Processes 173

Organizational Governance Maturity Assessment 173

Adoption Impact Analysis 176

Adoption Risk Assessment 178

People (Roles) 179

Enterprise Architect 179

SOA Governance Specialist 181

Case Study Example 182

CHAPTER 8: Governing Service Analysis Stages 187

8.1 Governing Service Inventory Analysis 192

Precepts 193

Service Inventory Scope Definition 193

Processes 195

Business Requirements Prioritization 195

People (Roles) 197

Service Analyst 197

Enterprise Design Standards Custodian 198

Enterprise Architect 199

SOA Governance Specialist 200

Case Study Example 201

8.2 Governing Service-Oriented Analysis (Service Modeling) 206

Precepts 206

Service and Capability Candidate Naming Standards 206

Service Normalization 207

Service Candidate Versioning Standards 209

Processes 210

Service Candidate Review 210

People (Roles) 212

Service Analyst 212

Service Architect 213

Enterprise Design Standards Custodian 214

Enterprise Architect 215

SOA Governance Specialist 216

Case Study Example 217

CHAPTER 9: Governing Service Design and Development Stages 221

9.1 Governing Service-Oriented Design (Service Contract) 223

Precepts 223

Schema Design Standards 223

Service Contract Design Standards 225

Service-Orientation Contract Design Standards 228

SLA Template 229

Processes 231

Service Contract Design Review 231

Service Contract Registration 234

People (Roles) 236

Service Architect 236

Schema Custodian 237

Policy Custodian 238

Technical Communications Specialist 239

Enterprise Design Standards Custodian 241

Enterprise Architect 242

SOA Security Specialist 243

SOA Governance Specialist 245

Case Study Example 246

9.2 Governing Service Logic Design 249

Precepts 249

Service Logic Design Standards 249

Service-Orientation Architecture Design Standards 252

Processes 253

Service Access Control 253

Service Logic Design Review 255

Legal Data Audit 257

People (Roles) 259

Service Architect 259

Enterprise Design Standards Custodian 260

Enterprise Architect 261

SOA Security Specialist 262

SOA Governance Specialist 263

Case Study Example 265

9.3 Governing Service Development 267

Precepts 267

Service Logic Programming Standards 267

Custom Development Technology Standards 268

Processes 270

Service Logic Code Review 270

People (Roles) 272

Service Developer 272

Enterprise Design Standards Custodian 273

Enterprise Architect 274

SOA Governance Specialist 275

Case Study Example 276

CHAPTER 10: Governing Service Testing and Deployment Stages 277

10.1 Governing Service Testing 278

Precepts 279

Testing Tool Standards 279

Testing Parameter Standards 280

Service Testing Standards 281

Cloud Integration Testing Standards 283

Test Data Usage Guidelines 285

Processes 286

Service Test Results Review 286

People (Roles) 287

Service Administrator 287

Cloud Resource Administrator 288

Enterprise Architect 289

SOA Quality Assurance Specialist 290

SOA Security Specialist 291

SOA Governance Specialist 292

Case Study Example 294

10.2 Governing Service Deployment and Maintenance 298

Precepts 298

Production Deployment and Maintenance Standards 298

Processes 301

Service Certification Review 301

Service Maintenance Review 303

People (Roles) 304

Service Administrator 304

Cloud Resource Administrator 305

Service Custodian 307

Enterprise Architect 308

SOA Quality Assurance Specialist 309

SOA Security Specialist 310

SOA Governance Specialist 311

Case Study Example 312

Chapter 11: Governing Service Usage, Discovery, and Versioning Stages 315

11.1 Governing Service Usage and Monitoring 317

Precepts 317

Runtime Service Usage Thresholds 317

Service Vitality Triggers 320

Processes 323

Service Vitality Review 323

People (Roles) 325

Enterprise Architect 325

Service Architect 326

Service Administrator 327

Cloud Resource Administrator 328

Service Custodian 329

SOA Security Specialist 331

SOA Governance Specialist 332

Case Study Example 333

11.2 Governing Service Discovery 335

Precepts 335

Centralized Service Registry 335

Processes 337

Service Registry Access Control 337

Service Registry Record Review 339

Service Discovery 340

Shared Service Usage Request 342

Shared Service Modification Request 343

People (Roles) 345

Service Custodian 345

Service Registry Custodian 346

Technical Communications Specialist 348

SOA Governance Specialist 348

Case Study Example 350

11.3 Governing Service Versioning and Retirement 352

Precepts 352

Service Versioning Strategy 352

SLA Versioning Rules 354

Service Retirement Notification 356

Processes 357

Service Versioning 357

Service Retirement 359

People (Roles) 360

Enterprise Design Standards Custodian 60

Service Administrator 362

Cloud Resource Administrator 363

Schema Custodian 364

Policy Custodian 364

SOA Governance Specialist 365

PART III: STRATEGIC GOVERNANCE

CHAPTER 12: Service Information and Service Policy Governance 369

12.1 Overview 371

Service Data vs. Service Information 371

Policies 101 373

12.2 Governance Controls 375

Precepts 375

Enterprise Business Dictionary/Domain Business Dictionary 375

Service Metadata Standards 377

Enterprise Ontology/Domain Ontology 380

Business Policy Standards 382

Operational Policy Standards 384

Policy Centralization 386

Processes 389

Data Quality Review 389

Communications Quality Review 391

Information Alignment Audit 393

Policy Conflict Audit 395

People (Roles) 397

Business Analyst 397

Data Architect 399

Schema Custodian 399

Policy Custodian 401

Service Registry Custodian 402

Technical Communications Specialist 403

SOA Quality Assurance Specialist 405

SOA Governance Specialist 406

12.3 Guidelines for Establishing Enterprise Business Models 408

Establish a Service Information Governance Council 408

Assign Business Information Custodians 408

Assign Value to Business Information 409

Relate Service Information Governance to Master Data Management 409

CHAPTER 13: SOA Governance Vitality 411

13.1 Vitality Fundamentals 412

13.2 Vitality Triggers 414

Business vs. Technology Changes 415

Types of Vitality Triggers 416

Strategic Adjustments 416

Strategic Business Adjustment 416

Strategic IT Adjustment 417

Industry Shifts 417

Business Shift 417

Technology Shift 418

Metrics 418

Performance Metrics 419

Compliance Metrics 419

Organizational Shifts 419

Periodic 420

Milestone 420

Time 420

13.3 SOA Governance Vitality Process 421

Identify Activity 421

Assess Activity 422

Refresh Activity 422

Approve Activity 423

Communicate Activity 423

CHAPTER 14: SOA Governance Technology 425

14.1 Understanding SOA Governance Technology 426

SOA Governance Task Types 427

Manual Governance 427

Automated Governance 427

Design-time Governance 428

Runtime Governance 428

On-Premise Governance 428

Cloud Governance 428

Passive Governance 428

Active Governance 429

SOA Governance Technology Types 429

Administrative 429

Monitoring 429

Reporting 430

Enforcement 430

14.2 Common SOA Governance Technology Products 431

Service Registries 431

Task Types 432

Technology Types 432

SOA Project Stages 433

Repositories 433

Task Types 434

Technology Types 434

SOA Project Stages 435

Service Agents 435

Task Types 436

Technology Types 437

SOA Project Stages 437

Policy Systems 437

Task Types 438

Technology Types 438

SOA Project Stages 439

Quality Assurance Tools 439

Task Types 440

Technology Types 440

SOA Project Stages 441

SOA Management Suites 441

Other Tools and Products 442

Technical Editors and Graphic Tools 442

Content Sharing and Publishing Tools 442

Configuration Management Tools 443

Custom SOA Governance Solutions 443

14.3 Guidelines for Acquiring SOA Governance Technology 444

Acquisition Strategies 444

Single Vendor 444

Multiple Vendors 445

Open Source 446

Leased from Cloud Vendor 447

Best Practices 448

Establish Criteria Based on Your Specific Requirements 448

Investigate Customizability 448

Investigate APIs 448

Understand Both Initial and Long-Term Costs 448

Understand Actual Governance Support 449

Take the Time to Create a Quality RFP 449

PART IV: APPENDICES

APPENDIX A: Case Study Conclusion 453

APPENDIX B: Master Reference Diagrams for Organizational Roles 457

Service Analyst 458

Service Architect 459

Service Developer 460

Service Custodian 460

Service Administrator 461

Cloud Resource Administrator 462

Schema Custodian 463

Policy Custodian 464

Service Registry Custodian 465

Technical Communications Specialist 466

Enterprise Architect 467

Enterprise Design Standards Custodian (and Auditor) 468

SOA Quality Assurance Specialist 469

SOA Security Specialist 470

SOA Governance Specialist (precepts) 471

SOA Governance Specialist (processes) 472

APPENDIX C: Service-Orientation Principles Reference 473

APPENDIX D: SOA Design Patterns Reference 489

APPENDIX E: The Annotated SOA Manifesto 577

APPENDIX F: Versioning Fundamentals for Web Services and REST Services 591

F.1 Versioning Basics 593

Versioning Web Services 593

Versioning REST Services 594

Fine and Coarse-Grained Constraints 595

F.2 Versioning and Compatibility 596

Backwards Compatibility 596

Backwards Compatibility in Web Services 596

Backwards Compatibility in REST Services 597

Forwards Compatibility 599

Compatible Changes 602

Incompatible Changes 604

F.3 REST Service Compatibility Considerations 605

F.4 Version Identifiers 608

F.5 Versioning Strategies 611

The Strict Strategy (New Change, New Contract) 611

Pros and Cons 612

The Flexible Strategy (Backwards Compatibility) 612

Pros and Cons 613

The Loose Strategy (Backwards and Forwards Compatibility) 613

Pros and Cons 614

Summary Table 614

F.6 REST Service Versioning Considerations 615

APPENDIX G: Mapping Service-Orientation to RUP 617

Compatibility of RUP and SOA 618

Overview of RUP (and MSOAM) 619

The Pillars of Service-Orientation and the RUP Principles 620

Breadth and Depth Roles and Role Mapping 623

Enterprise and Governance Roles 624

Mapping Service Delivery Project Stages to Disciplines 625

Mapping MSOAM Analysis and Design Stages to RUP Disciplines 626

Service-Orientation and RUP: Gaps 628

Related Reading 628

Bibliography 629

APPENDIX H: Additional Resources 631

About the Authors 635

About the Contributors 641

About the Foreword Contributors 643

Index 645

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