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    Building Tomorrow TodayOracle's Experience in Adopting OracleFusion Architecture and Building

    Service-Oriented ApplicationsCliff Godwin

    SVP Applications Development

    Oracle Corporation

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    The following is intended to outline our general

    product direction. It is intended for information

    purposes only, and may not be incorporated into anycontract. It is not a commitment to deliver any

    material, code, or functionality, and should not be

    relied upon in making purchasing decisions.The development, release, and timing of any

    features or functionality described for Oracles

    products remains at the sole discretion of Oracle.

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    Agenda

    Why Build Tomorrow Today

    Case Studies:

    PeopleSoft Enterprise HCM Service

    Enablement

    US Internetworking

    Integrating the Oracle Application Suites

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    Why Build Tomorrow Today?Because You Have To

    Insert YourInsert YourRoadmapRoadmap

    HereHere

    BusinessStrategy

    OrganizationalCulture

    ApplicationStrategy

    PlatformStrategy

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    Oracle Providing Both More Choices Both a Benefit and a Challenge

    0 1 2 3 4 5 6 7 8 9 10

    Sustaining

    Support

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

    0 1 2 3 4 5 6 7 8 9 10

    SustainingSupport

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

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    Oracle Providing Both More Choices Both a Benefit and a Challenge

    0 1 2 3 4 5 6 7 8 9 10

    Sustaining

    Support

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

    0 1 2 3 4 5 6 7 8 9 10

    SustainingSupport

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

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    Oracle Providing Both More Choices Both a Benefit and a Challenge

    0 1 2 3 4 5 6 7 8 9 10

    Sustaining

    Support

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

    0 1 2 3 4 5 6 7 8 9 10

    SustainingSupport

    Extended

    Support

    Premier

    Support

    Years of Support

    Unlimited

    Protecting Customer InvestmentsLifetime Support

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    As Well As An ArchitectureAdaptive, Insight-Driven Application Platform

    Grid ComputingGrid Computing

    Life

    cycleMan

    agement

    Life

    cycleMan

    agement

    A

    pplication

    Developm

    entFram

    ework

    A

    pplication

    Developm

    entFram

    ework

    Unified PortalUnified Portal

    Business Process OrchestrationBusiness Process Orchestration

    Fusion Service BusFusion Service Bus

    ActivityActivityMonitoringMonitoring

    Fusion Service RegistryFusion Service Registry

    BusinessBusinessIntelligenceIntelligence

    OracleOracleAppsApps

    CustomCustomAppsApps

    ISV AppsISV Apps

    9Offers insight

    into & analysis of

    business-critical

    information

    9Enables business

    agility throughrapid adaptation

    9Enterprise ITInfrastructure

    secure, lowest

    cost, highly

    available

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    Evaluating ChoicesFraming Key Considerations forToday Projects

    Question

    What are the key considerations

    and best practices to plan for

    leveraging Fusion Architecture

    Today

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    Leverage Oracles ExperienceThree Cases, Considerations, Forward Compatibility

    Service Enablement

    Enabling both support for SOA-based

    solutions and our internal developmentproductivity, quality and market agility

    Securing the Enterprise

    Answering the multi-instance access and

    compliance questions with enterprise security

    and provisioning

    Integrating Oracle

    Delivering on Oracles strategy by leveraging

    Fusion Middleware To deliver end-to-end

    processes and flexible, integrated solutions

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    Case: PeopleSoftEnterprise HCM Service

    Enablement

    Delivering Customer and

    Oracle Development

    Flexibility, Agility and Re-Use

    Updated: 10/21/2006 from10/16 v2

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    Situational Overview

    Merged Campus Solns to single HCM DB, separate component, SOA soln

    HCM 8.9 released with SOA Framework with over 100 services, internal /external services, easy exposing as standards-based web services

    Mature HCM development team provisioning and consuming services

    BACKGROUND

    PeopleSoft Enterprise HCM

    Increasing cost and complexity

    on maintenance & enhancement Campus Soln (CS) initiative

    Objective to maintain leadershipthrough componentization

    Minimize maintenance costs Focus on new development

    Decrease customer TCO

    RESULTS

    PROJECT / INITIATIVE

    Early 2003 componentizationproject with scope:

    Data structure cleanup/abstraction layer around theHCM kernal

    CS 8.9 on SOA framework

    Central SOA guidance HCM core architecture teamunder VP of Development

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    Expose HCM committedand stable interfaces

    Implementing businessprocess oriented apps ona monolithic system

    Compliance with industrystandards: WS*, UDDI

    Lack of UI, Business-logic, and persistenceseparation

    More effective utilizationof engineering resources

    CHALLENGES

    Native application toolsand technology supportfor service enablement

    Integration Broker,Portal registry, ISR forpublic interfaces

    Remoting support anderror management

    Design and runtimeservice repository for

    discovery and servicelifecycle mgmt

    SOA Suite for process-centric design andmanagement

    Development andcustomer IT agility andproductivity

    Risk Mitigation

    Deliver as low cost

    provider to produceand customer reducedproject, maintenance,and future proofed solns

    Independence From

    Technology

    Business-orientedInfrastructure

    Evolutionary Approach

    CAPABILITIES VALUE

    Challenges/Capabilities/ValueService Enabling HRMS Applications

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    How We Carried It Off

    PROJECT DEFINITION

    Executive support needed forstrategic investment

    Componentization versusextension of core

    Architecture team managingexpanded negotiations

    Phased focus:

    Framework rollout

    Interface delivery

    Project Approach

    Componentize Evolve for best risk/value

    Reuse existing tools

    Train / Change behavior

    TOOLS / METHODOLOGIES

    Key enabling tools leveragingnative platform capabilities

    SOA Framework Service Registry

    Service interfaces on HR Core

    Identify HR Core behavior

    needed by service consumer Decompose to components

    Define interface specifications

    Implement HR Core

    Leverage existing EIP, refactoron mod, add only services

    Evaluate performance

    CS consumes core services

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    HCM Approach

    Then ... Now ...

    Core

    HR+Rec

    SIM

    [...]

    LS

    GP

    Communication

    through welldefined

    interfaces

    Communication

    through welldefined

    interfaces

    HRCore

    HR+

    Recruiting

    GP

    [...]

    [...]

    [...]

    [...]

    Fuzzy

    boundaries

    Fuzzy

    boundaries

    Fuzzy

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    SOA Architectural Layering

    PeopleTools

    Portal Technology

    Service Designer

    Integration Broker

    SOA Framework

    Registry, Service Manager, Remote Access Manager, Event Manager

    HR Core

    Interfaces

    Services

    Events

    Types

    CS

    Interfaces

    Services

    Events

    Types

    ELM

    Interfaces

    Services

    Events

    Types

    Other

    Interfaces

    Services

    Events

    Types

    . . . .

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    Key Learning

    CRITICAL SUCCESS FACTORS

    Executive sponsorship"invest now" or "invest later"

    Governance, training, buy-into sustain consumer andprovider teams collaboration

    Mitigate risk thru evolution

    Service enable components,then decouple model frompage with App Classes

    Granular App Class servicesand aggregated service

    Performance addressed early

    FUTURE COMPATIBILITY

    Standards adherence: WS*,WSDL, UDDI

    Conformance to Oracle publicinterfaces and methodology

    Interactive ServicesRepository (ISR)

    Published EIPs / co-existence

    Pre-delivered integrations,

    canonical business objects,and composite framework

    Oracle SOA Suite and AppDevelopment Tools

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    Case: USInternetworking

    Delivering EnterpriseSecurity and Provisioning

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    Situational Overview

    In less than 3 months, achieved initial consolidation of user information, accessmgmt, and provisioning across hosted 11i, PSFT, SEBL and custom applications

    Achieved compliance on multiple standards moving payback from 18 to 6 months

    Ensured forward compatibility, as well as rapid payback with Fusion apps thruRBAC, provisioning aware wrappers, and embrace of SOA-based approach

    BACKGROUND/CHALLENGE

    USInternetworking specializes inmanaged enterprise and eBusinesssolutions and on-demand services

    for Fortune 1000 companies Provide customers with secure

    access and provisioning to variousproduct and service offerings

    ERP/CRM increasingly multi-

    instance and dynamic security needs Project was a necessity to run

    business operation

    RESULTS

    SOLUTION

    Leveraged Oracle Identity

    Management and SOA to provide

    centralized user management, single

    sign-on, and provisioning across

    product and service offerings

    Streamlined setup and implementation

    of security policies using RBAC

    capability of Oracle Apps Simplified compliance reporting

    across multiple audit standards

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    How USInternetworking Carried It Off

    PROJECT DEFINITION

    Deliver SSO, user admin andprovisioning automation with

    customer mgmt of their ownuser directories

    High availability andscalability for critical, shared

    resource Institutionalize internalchange management bestpractices

    Reduce cost of compliancethrough documentation ofprocesses and controls

    TOOLS / METHODOLOGIES

    Externalized RBAC

    Consistent with Fusion

    Allows SOA approach toIdentity Management

    Extend Identity Managementto internal and external users,

    and web servicesProvisioning wrappers tosupport external processes

    Oracle Internet Directory

    Architected for future growth

    Federation

    Virtual Directory

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    Key Learnings

    CRITICAL SUCCESS FACTORS

    Plan ahead when designingyour directory structure

    Bring in the needed expertisein Identity Management

    Adopt Service-Orientedapproach to Identity

    Management

    Organizational buy-in andprocesses managingchange critical

    Pick a sophisticated enginefor provisioning

    FUTURE COMPATIBILITY

    Leverage key standards LDAP

    WS-Security WS-Trust

    SAML

    Externalize your authorization

    modelConsider Oraclescomprehensive Identity Mgmtsolution

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    Case: Integrating theOracle Application Suites

    Using Fusion Middleware to

    deliver pre-built integrated

    applications

    Updated: 10/21/2006 from 10/23 v5

    Situational Overview

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    Delivery of Oracle Application Integration Architecture and Process IntegrationPacks, including these and more to follow:

    Siebel CRM integrated w/ E-Business Suite Order Management

    Siebel CRM integrated w/ Portal Billing and E-Business Suite Financials

    Siebel CRM integrated w/ i-flex FLEXCUBE banking system; . and more

    BACKGROUND

    Industry-focused acquisitionstrategy

    Need for seamless integrationto maximize customer benefit

    Key Objectives:

    Deliver integrated processes

    Deliver Pre-Built SOA

    Deliver flexibility withsustainability

    RESULTS

    PROJECT / INITIATIVE SCOPE

    Central team funded and organizedto provide SOA services to Oracle

    Application teams

    Focus: Pre-Built integrated cross

    application industry processes An Architecture that can beextended and ehanced by partners /customers cost effectively

    Deliver supported integratedsolutions that are compatible withFusion Applications

    Situational Overview

    One Example: Siebel Order to Oracle Order

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    One Example: Siebel Order to Oracle Order

    AccountMgmt

    Browse & SearchProductsServices

    Web/Call Center/Sales Force

    IdentifyCustomer

    Product/ServiceConfiguration

    Product Instances

    Pricing

    Pricing

    Order Capture

    PricesOffersDiscountsOrders

    Installed Products

    Order

    Management

    Purchasing

    Purchase OrderStockReplenishment

    Billing

    CustomerProduct

    Installed Base

    Opportunity

    Availability, ShippingCredit Check

    Pick/Pack/Ship

    Siebel CRM

    Siebel/Oracle

    Oracle EBS Renewal

    RMA

    One way synchOracle > Siebel

    Two way synchOracle Siebel

    AR

    Support bi-directional synch

    Send new customer, address information toEBS only if used to place an order

    Support customer merge in EBS, synched toSiebel

    EBS as the product mastery Synch product hierarchy to Siebel

    y Oracle Price Lists synched to Siebel

    y EBS configurator presented from SiebelOrder Capture UI

    y Leverages Siebel eligibility, compatibility,and pricing

    y Siebel order capture calls EBS for ATP,credit checks, payment authorization,estimated shipping

    y Complete order synched to EBS forfulfillment

    y Order status synched back to Siebel, atheader and line levels

    yInstall Base synched to Siebel as asset

    One way synchOracle > Siebel

    CUSTOMER

    PRODUCT

    PRICING

    CONFIGURATOR

    ORDER

    INSTALL BASE

    Price Lists

    Configurator

    Challenges/Capabilities/Value

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    Seamless multi-appintegrations

    Upward- compatibility

    to Fusion applications

    Reduce applicationupgrade impact

    Enable upgrade-safe

    customer extensions

    Ensure robustness

    and scalability

    Avoid replicating logic

    in multiple places

    CHALLENGES

    Extensible set ofobjects and services

    Standardized services

    across suites

    Minimize upgradecosts

    Pre-integrated app

    functionality

    Centralized error

    management

    Change impact and

    layered extensions

    End-to-end pre-builtindustry solutions

    Increased customeragility and flexibility

    Artifact re-use to lowercost to deploy andmaintain

    Ability to extend /

    leverage investments

    Plug & Play vialoosely coupled webservices

    Oracle Differentiator

    CAPABILITIES VALUE

    Challenges/Capabilities/ValueBuilding a Flexible Service-Oriented Integration

    Priority Challenges

    How We Are Carrying It Off

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    How We Are Carrying It Off

    PROJECT DEFINITION

    Dedicated team to own anddrive planning and execution

    Focus on highest priorities:

    Problem segmentation Reference architecture

    Relevant industry processes

    Key re-usable canonical objects

    Services needed to execute

    Cross functional developmentwith participating apps teams

    Build scalable developmentmodel with supporting methodsand guidelines for Oracle eco-system

    TOOLS / METHODOLOGIES

    Tools: FMW SOA Suite

    Enterprise Service Bus & BPEL

    Security, tranform mapper, adapters

    Test harness to automate applicationcertification to canonical objects

    Architecture:

    Standards-based approach using

    canonical objects and services

    Methodologies:

    Top Down: executive sponsorship;

    Proof-of-concept projects to validate Governance for object definitions / use:

    Structure and granularity

    Standards in format, types, names

    Examples of Segmenting the Problem

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    Security

    Error handling and guaranteeddelivery

    Extensibility

    Versioning

    Internationalization support

    Upgrade support

    Installation, deployment, management

    BY INDUSTRY AND SOLUTION

    Telecommunications Order to Billing

    Financial Services Loan Origination

    Public Sector Case Management

    Life Sciences Call to Case

    Manufacturing Distributed OrderOrchestration

    BY CAPABILITY

    BY PATTERN

    Scheduled batch

    On-demand batch

    Synchronous request-reply

    Real-time data synchronization

    Asynchronous send-and-forget

    Composite application

    Solution roadmap defined based ontangible business case and metrics

    Design patterns based on priority solns

    Patterns validated via POCs that includeeach participating app, to reconcilediffering approaches for each pattern

    Plan to support all these capabilities, but

    will phase in advanced features

    Examples of Segmenting the Problem

    A li ti I t ti A hit t

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    28

    Web Services

    Native or Virtual Service API

    Enterprise Objects Logical Model Industry Overlay Expressed as XSD

    Industry Reference Models Activity/Task Process Models Object Class Diagrams (UML) Service Definitions

    Process & Task Flows

    Process Management Data Transformations Monitor & Control

    Application Logic Business Function Service API

    Oracle BPA Role based flows Generated Schema BPEL Blueprint export

    Oracle BPA and AS-EE BPA for Design Export to AS-EE Schema for Runtime

    Service Registry/OWSM

    Discover & ProvisionSecure & Manage

    Account

    Order

    Customer

    ProductTop

    Down

    CRM HCM SCM FIN

    OMBillingHUBTransport

    Fusion Middleware

    SOA Suite BPEL- State based flows ESB- Stateless flows BAM- Monitor & Alert

    Application Content

    Application Integration Architecture

    H W C t li d E H dli

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    29

    How We Centralized Error Handling

    We developed a common Error Handling framework that

    enables error handling in a consistent way across all our

    integration processes

    The Error Handling framework covers catch and throw / re-throwsemantics and message formatting of business (process logic)

    and system errors

    The framework consists of:

    Format Message function - Given message code and parameters,

    returns formatted message text that can be logged or displayed to a

    user

    Fault Handler service

    Common schema for fault messages

    Internationalization design to enable translation of error messages

    Ke Learnings SOA req ires a plan

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    Key Learnings: SOA requires a plan

    CRITICAL SUCCESS FACTORS

    Executive sponsorship

    Governance to ensure

    strategic alignment

    Standards to ensure

    implementation consistency

    Plan integrated solutions with

    flexibility and modularity in

    mind

    Assume future need to addapplications to every

    integration design for it now

    FUTURE COMPATIBILITY

    Oracle canonical objects andservices are designed for

    future compatibility withFusion applications

    Start service-enabling your

    own applications to participatein your future Enterprise SOAinitiatives

    Use Oracles framework toloosely-couple yourintegrations to extend yourexisting app investments

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    Summing Up

    Bringing it All Together ToDeliver Adaptable, Insight-

    driven Applications

    Highlights From the Case Studies

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    Highlights From the Case Studies

    Critical Factors

    Executive Sponsorship

    Governance / Buy-in

    Skilled resourcePlanned / architected

    framework

    Evolutionary approach to

    implementation

    Future Compatibil ity

    Standards Adherence

    Service-Oriented

    Architecture

    Oracle Delivered

    Semantics and

    Frameworks

    Fusion Middleware / Tools

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