WA1560 Advanced SOA Bootcamp Training and Courseware

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Service Oriented Architecture (SOA) is a popular and innovative approach to Enterprise Application Integration (EAI). It is process-centric, leveraging Business Process Management (BPM) techniques, and inundated with standards and strategies, necessitating formal governance. With so many facets to SOA, and the break-neck pace of the industry, it is no wonder that organizations are in need of solid best practices guidance.

This course addresses best practices, design patterns, and recommendations tailored to the technical side of SOA. For information on our Best Practices course for the business side of SOA, check out WA1549.

The course offers practical knowledge regarding the right and wrong way to adopt SOA within an organization. Teams that are relatively new to SOA will learn valuable knowledge and skills regarding how to implement SOA right the first time. Experienced SOA teams will extend their understanding of SOA and gain insight into advanced concepts and strategies.

Topics
	How mature is SOA and the supporting SOA standards? How can SOA governance be correctly implemented to successfully manage the service oriented landscape? Where are the high risk points within the SOA service lifecycle and what strategies are available to mitigate these risks? How can an effective and comprehensive SOA testing strategy be implemented? What guidelines should be used for determining the granularity of processes and services within a SOA? What are the best practices associated with designing service interfaces? How can SOA be optimized for performance? Is it ever okay to create a stateful service? What measures can be taken to ensure service interoperability? What technology design patterns exist for SOA and when should they be utilized?

What you will learn
	After completing this course, the student should be able to: Understand the state of SOA, SOA standards, tool support, and vendor support. Describe the various layers within SOA, their relative importance, and how to best leverage these layers within the enterprise. Identity the various governance models, the pros and cons, and how to select the best governance model for an organization. Understand and apply their knowledge of various service/process identification strategies, including bottom-up, top-down, and goal-oriented modeling. Identify the risks inherent within the SOA lifecycle and the best practices for mitigating these risks. Articulate the value of BPM and process modeling and how to avoid common process pitfalls. Identify bottlenecks and selectively optimize an existing SOA deployment. Describe the challenges and solutions associated with SOA configuration management (versioning) and comprehensive service and process testing. Understand and describe process/service granularity issues and how to strike the right balance. On a day to day basis, recognize SOA technology anti-patterns and steer individuals and teams toward successful patterns and best practices.

Audience
	SOA technical leaders within the company. We can customize this course with your company's best practices and roll out the course to a wider audience.

Prerequisites
	A basic understanding of SOA and core concepts (WA1405). Individuals with experience in a real-world SOA environment will derive greater value from this course, but this experience is not required.

Duration
	Three Days.

Course Outline

1. SOA Adoption Best Practices
	Objectives Ready Fire Aim? Ready Aim Fire! Adopting SOA Pragmatically SOA Adoption Strategies Wholesale SOA Wholesale SOA Pros/Cons Layered SOA Layered SOA Pros/Cons Opportunistic SOA Opportunistic SOA Pros/Cons Selective SOA Selective SOA Analysis Selective SOA Venn Diagram Selective SOA Pros/Cons Discussion Questions Summary

2. SOA Maturity
	Objectives Challenges to SOA Adoption Standards: Core Standards: Messaging Standards: Security Standards: Business Processes Standards: Misc Gauging SOA Maturity CMMI and SOA Maturity SOA Maturity Models SOA Maturity Model (CBDI) CBDI s Service Model SOA Maturity Model (IBM) IBM s Integration Model SOA Maturity Model (Wipro) Wipro s Model SOA Maturity Model (Sonic) Progress-Sonic s Model Comparing SOA Maturity Models SOA Adoption Roadmaps CBDI s Roadmap ZapThink s Roadmap Model Developing a Model and Roadmap Summary

3. SOA Governance Best Practices
	Objectives SOA Governance SOA Governance Model The Scope of Governance Avoid extremes Business stakeholder involvement Service Ownership Governance by policy Common Vocabulary Tool Support Governance by consent Start small and grow incrementally Summary

4. Service Lifecycle Best Practices
	Objectives The Discovery Phase The Analysis & Design Phase The Implementation Phase The Deployment Phase The Monitoring Phase The Retirement Phase Summary

5. Center of Excellence Best Practices
	Centers of Something Centers of Excellence / Competency Strategic Adoption Challenges and Risks Adoption Risk Example #1 Adoption Risk Example #2 Governance and Risk Mitigation Steps for Setting up a CoE CoE Types - Academic CoE Types - Technical CoE Type - Expert CoE Type - Governing Hybrid CoE Provide Actionable Information Provide Actionable Tools Provide Actionable Resources Summary 1/2 Summary 2/2

6. Roles and Responsibilities within the Service Oriented Enterprise
	Scoping SOA Roles Enterprise Executives Enterprise Portfolio Manager Enterprise SOA Educator Enterprise Enterprise Architect Business Management Business SOA Champions Business Service Portfolio Champions Project SOA Project Roles SOA Project Roles 1/4 SOA Project Roles 2/4 SOA Project Roles 3/4 SOA Project Roles 4/4 Summary

7. Architectural Topology for SOA
	Objectives Vendor Confusion Service Intermediaries Intermediary Options Intermediary Service Centralized Bus Logical Centralized Bus De-centralized Framework Policy Enforcement at Endpoints Comparing the Approaches Summary

8. Best Practices for Service Design
	Objectives Sizing Services Service Granularity Service Atomicity Service Granularity Matrix 1/2 Service Granularity Matrix 2/2 Service Sizing by Type 1/2 Service Sizing By Type 2/2 Encapsulation Encapsulation in Service Design Service Encapsulation Considerations Encapsulation strategies 1/3 Encapsulation Strategies 2/3 Encapsulation Strategies 3/3 Adventures in Service Orientation More Adventures in Service Orientation Defining Terms What Makes A Service Composable? Stories From The Front Line Non-composable Services Are Stressful Composable Services Are Good Everybody Wins Governing Composability Designing Composable Services Service Design Data Model Consistency Contract-driven Services The State of Services Aren t Stateful Services Evil? Types of Stateful Services 1/2 Types of Stateful Services 2/2 State Management Guidelines 1/2 State Management Guidelines 2/2 The Problem with Atomic Schema Composite Schema Design Designing Composite Schema Data Transformation Data Transformation Strategy #1 Data Transformation Strategy #2 Data Transformation Strategy #3 Reference Model and Architecture Service Design Tips Service Design Gotchas Summary

9. SOA Patterns
	Objectives Patterns: Introduction SOA / EAI Patterns Messaging Problem #1 Asynchronous Queuing Pattern 1/2 Asynchronous Queuing Pattern 2/2 Asynchronous Queuing Pattern Illustration Messaging Problem #2 Event-Driven Messaging Pattern Event Messaging Pattern Illustration Messaging Problem #3 Reliable Messaging Pattern Reliable Messaging Pattern Illustration Protocol Integration Problem #1 Adapter Pattern Adapter Pattern Illustration Protocol Integration Problem #2 Canonical Protocol Pattern Canonical Protocol Pattern Illustration Protocol Integration Problem #3 Protocol Bridging Pattern Protocol Bridging Pattern Illustration Data Management Problem #1 Canonical Data Format Pattern Canonical Data Format Illustration Data Management Problem #2 Data Transformation Pattern Data Transformation Illustration Data Management Problem #3 Data Management Problem #3 (cont d) Schema Centralization Pattern Schema Centralization Illustration Service Design Problem #1 Service Design Problem #1 (cont) Intermediate Routing Pattern Intermediate Routing Illustration Service Design Problem #2 Decoupled Contract Pattern Decoupled Contract Illustration Decoupled Contract Another Illustration Service Design Problem #3 Service Encapsulation Pattern Service Encapsulation Illustration Service Design Problem #4 Service Decomposition Pattern Service Decomposition Illustration Summary

10. SOA Security Patterns
	Objectives Key Challenges in SOA Security Authentication Pattern Authorization Pattern Confidentiality Pattern Non-repudiation Pattern Inter-organization Authentication Pattern Single Sign On Pattern Federated Security Pattern Summary

Appendix A. Governance Fundamentals
	Objectives The Strategic Role of IT Governing IT IT Infrastructure Library (ITIL) ITIL: Managing IT Activities ICT Infrastructure Management (ICTIM) ICTIM Processes Control Objectives for Information and related Technology (COBIT) Need for SOA Governance SOA Governance SOA Governance Adoption Key Governance Relationships SOA Governance Elements SOA Governance Procedures Recommended Procedures More Recommended Procedure SOA Governance Policies Enterprise Policies Business Policies Service Policies SOA Governance Metrics More SOA Governance Metrics Some Best Practices Relevant Standards Work OASIS SOA-RM Reference Model in Context OASIS SOA-RA Summary

Appendix B. Layers of Services
	Objectives What Is Layering? SOA Layers Data Storage Layer Application Logic Layer Adapter Layer (optional) Application Service Layer Business Service Layer Orchestration Layer Data Services Layer Security Service Layer Layering Illustration Layering Rules of Thumb SOA User Interface Portal Site's Context Awareness Web 2.0 Data Aggregation Summary

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.