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Integrating Salesforce.com and Oracle ERP Using IBM WebSphereCast Iron

Sandeep Chellingi Technical Lead , Integration and Infrastructure Practice, Prolifics

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Agenda

Speaker Introduction

Challenge: Traditional Integration using Multiple on demand integration tools across hybrid Environment.

Success: Integrated Various Business Data using CastIron.

Solution Overview

Key Project Elements

Lessons Learned

Key Takeaways

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Speaker Introduction

SANDEEP CHELLINGITechnical Lead , Integration and Infrastructure Practice, Prolifics

Sandeep is a Technical Lead IT Solutions Consultant focused on IBM service

oriented architecture and cloud computing related activities. In this role,

Sandeep is part of Middleware Integration and Infrastructure team where he

lead a number of initiatives around technology strategy, roadmaps and

standardization. Role for this project: CastIron Integration Development and

Infrastructure specialist.

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5-Years Compound

Annual Growth Rate

19%

Employees

Worldwide

1,500

Global Presence

United States, United Kingdom, Germany, India

20+Technology

Accelerators

550+Technical

Certifications

Over 10 Technology and

Solutions Awards since 2009

including Business Agility,

Customer Integration and Digital

Experience, the first ever

Beacon Laureate for Business

Agility

Over 160 global customers

are currently Fortune

1000 companies

Best-in-class architects and

specialty experts:

BPM, Integration, Digital

Experience, Security, Testing,

Business Analytics and

Enterprise Content Management

End-to-End Project

Expertise

Rate of Repeat

Engagements*

91%

Prolifics at a Glance

Years in

Business

35+

Offices

14

Awards

Technology Expertise

Fortune 1000

*based on % revenue Source – December 2013 internal revenue metrics

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Why IBM CastIron as Implementation Solution Integrates SaaS applications and on-Premise

applications, providing a platform to effectively consolidate and manage the application.

Leverages CI out-of-the-box functionalities to integrate complex application and the limitations on the existing solutions.

Focuses on building Common Frameworks to offload NFRs – Security, Governance, Monitoring, Data Transform.

Integration Solution for data migration, process integration and can also function as a data feed.

Provides High Level of Automation and high Quality Documentation.

3/4/

201

5

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Websphere CastIron Implementation Overview

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Challenge: Integrate Multiple Business Products

Integrate sales cloud, service cloud and e-commerce to support Line of Business.

Simplify complex flows involving CRM data updated to Salesforce.com and orders data exchanged between legacy oracle databases to/and Salesforce.com.

Provided a reliable Salesforce integrator with multiple databases and SOA implementation functionalities.

Provided a single portal user experience -merging multiple LOBs

Supported huge volume of data flow to and from different Oracle DB, Oracle Ebiz, Legacy ERP systems.

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Challenge: Integrate Multiple Business ProductsMade available high through put, quick and easy

implementation with scope for expanding business requirements.

Complex effort to address this challenge had a project done with other integration tools with in house development which faced various issues with integration and performance issues.

Huge volume of data sync issues on Salesforce.com platform as different backend systems were being synced from orders perspective.

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Success: Integrated Business Data using CastIron Integrated CastIron with heterogeneous endpoints,

legacy endpoints, single Business orders origin Salesforce.com.

Supported sales cloud and service cloud integration with multiple legacy back ends.

Merged multiple complex organizations data ,also synced to provide single user experience portal .

Provided an out-of-the-box functionality to allow for a simpler way to implement CI.

Created reusable templates and achieved the standard structures before requirements and handled the final changes when they came in in true agile nature.

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Solution Overview : CastIron Integration Dataflow

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Solution Overview

Sync legacy systems data that can be used to create new opportunities or orders with cloud CRM.

Integrating Custom ERP system and a Custom Applications representing other LOB’s.

Data sync mechanism between SFDC, Oracle E Business systems for multiple LOB’s using IBM Cast Iron Integration Appliance DB Connectors and Salesforce.com Connector using near real time and real time scenarios.

Data sync/transformation mechanism between SFDC, and Custom ERP system using a near real-time batch process using SFTP protocol using a flat file format.

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Solution Overview

Data mechanism between SFDC, and Custom Web Application using a near real time batch process using SFTP protocol using a XML file format.

The different business objects used from the Salesforce.com side are Opportunity , locations ,accounts, contact and orders:

Opportunity - Would be customized to be a Manufacturing Agreement and its line items

Account - Which is Customer attribute in Salesforce.com

Locations - A Custom address object which has a one to many relationship with Account object

Contacts - which is related to Account object, In this case handled as a part of person accounts

Order and Order Line Items

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Solution Overview

Transformations between the SFDC data model to data formats of the back end systems.

Three successful CI implementation scenarios: Scenario – Customer Master to Salesforce.com : Connecting

and pulling data from an External Oracle DB and Upserting(Create and Update Common Activity) to SFDC.

Scenario - Salesforce.com to Oracle ERP : Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and Connecting and Inserting into Oracle E Business staging tables.

Scenario - Salesforce.com to FTP: Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and ftp-ing a file into remote FTP server .

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Scenario : CM Data to Salesforce.com

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Scenario Salesforce.com to Oracle ERP

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Scenario : Salesforce.com to FTP

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Solution Overview

Implemented solution using different connectors like: SFDC Connector Remote FTP connector Oracle DB Connector

Created Orchestrations Intelligently - data flow can be split or looped for performance reasons and if needed utilize the conditional utilities for decision making in Orchestration.

Created XSLT Transformations - to map the data from source/salesforce system to target/legacy system.

Handled Errors Properly - sending an email to the support team before stopping.

Created a Monitoring and Logging capability within the appliance.

Created Logging - WebSphere Cast Iron contains useful tools to generate, visualize and export logs

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Solution Overview:

Pushed log events to the system and job logs. Log events generated by orchestrations (job instances) go through job filters that can block events from being logged.

Produced log events that are not related to Orchestrations, such as security, hardware, and network events. These log events are pushed to the system log.

If needed, redeploy an old snapshot in any one of the Cast Iron environments:

Reverting the contents of the stream to an older version, and then running a deploy.

Creating a build snapshot automatically Naming a release snapshot should be taken of the application

Used Prolifics Build conductor to deploy the orchestrations across multiple environments. It uses castiron provided API to backup ,stop and redeploy orchestrations.

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Key Project Elements

Integrated platforms using rapid application development quickly and with less resources.

Accommodated frequent requirement changes with out breaking the code.

Enabled running a story board programming model while demonstrating to the functional team.

Allowed for exposing the data to other systems in the company using Cast Iron Orchestration Logic.

Light weight cloud integration engine which caters to about 80 to 90% percent of the customers who want fast,

cheap and quick turn around integrations.

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Key Project Element

For the other 10% - coexist Cast Iron with MQ and message broker ESB to build heavy middleware architecture as well.

Created common reusable logging framework to generate alerts on orchestrations.

Deployed to integrate multiple backends and SAAS.

Leveraged Salesforce functionalities to initiate the flow as it is the effective way to implement the solution.

Leveraged database events provided by cast iron getInserted, getUpdated and getDeletedRows to initiate some of the db side updates to be pushed to salesforce.

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Lesson Learned

Checking the functional flow of data elements between different Business systems currently used like SFDC and Oracle Ebiz.

Better Planning future Integrations with new Line of Business.

Identifying security and SOA patterns used and eliminate any bad design.

Listing details on SFDC and Cast Iron Integration best practices and details.

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Lessons Learned

Created leads in other systems and sent from multiple different systems onto Salesforce into a custom object.

Simplified by building a canonical business model in between and passing the data to backend systems by order line item level basis.

Designed Salesforce outbound message calls a Cast Iron provided service, this leveraged Salesforce event based business rules designed to initiate the flow.

Brought every stakeholder to the table to see solution at the detail level, allowing for corrections that come at that time when the data is flowing.

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Key Takeaways

Cast Iron Studio offers catchall block which will handle any of the failures occurring for all the tasks log the error messages and perform the email or snmp job to communicate the occurrence.

Orchestration has a starter task which allows you to schedule a job, which will initiate the orchestration based on the time set.

Cast Iron appliance is secured , we can take a complete appliance backup including network configurations, system setting and projects and upload back.

Cast Iron can be deployed in multiple HA solutions like active/active, active passive.

Build reusable templates to keep the solution simple.

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Monday How Broadcast Music, Inc. Devised and

Enabled Enterprise Architecture from

Corporate Strategy

12:15 PM - 1:15 PM

Integrating Salesforce.com and Oracle

ERP Using IBM WebSphere Cast Iron

2:00 PM - 3:00 PM

Business Process & Decision

Management

3:30 PM - 4:30 PM

Recommended Design Considerations

for Enterprise Monitoring using SCAPM

and Netcool OMNIbus

5:00 PM - 6:00 PM

Tuesday Smarter Integration Using the IBM SOA

Foundation Stack: Best Practices and

Lessons Learned

8:00 AM - 9:00 AM

Best Practices for Monitoring Your

Cloud Environment and Applications

9:30 AM - 10:30 AM

Delivering Enterprise Applications:

Faster. Cheaper. Better

11:00 AM – 11:50 AM

Applicability of IBM SOA Approach In

Manual Processes Automation

11:30 AM-11:50 AM

Leveraging Governance in the IBM

WebSphere Service Registry and

Repository for IIB and DataPower

12:30 PM - 1:30 PM

Broadcast Music Inc. Release

Rockstars: Program-Wide DevOps

Success with UrbanCode Deploy

3:30 PM - 4:30 PM

Empowering SmartCloud APM -

Predictive Insights and Analysis: A Use

Case Scenario

5:30 PM - 6:30 PM

Wednesday Architecting and Tuning IIB/eXtreme

Scale for Maximum Performance and

Reliability, Featuring TBC

8:00 AM - 9:00 AM

MasterCard's Modeling and

Governance of Decisions and

Processes for Improved Fraud

11:00 AM - 12:00 PM

How BMI is Revolutionizing the Music

Business Using IBM’s BPM and

Integration Technology

2:00 PM - 3:00 PM

Integrating IBM Pure Application

Systems and IBM Urbancode Deploy: A

GE Capital Case Study

2 :00 PM – 3:00 PM

Thursday Aetna’s Vision for a Healthier World:

Smarter Architecture and a Scalable

Integration Bus

9:00 AM - 10:00 AM

From Print to Cloud & Beyond with

IBM Integration Bus at Chemical

Abstracts Service

9:00 AM – 10:00 AM

Using the Power of IBM Tivoli Common

Reporting to Make Smart Decisions:

The Untold Story

2:30 PM - 3:30 PM

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Let’s Continue the

Conversation….

SANDEEP CHELLINGI

sandeep.chellingi@prolifics.com

Case Studies http://www.prolifics.com/resources/case-studies

Webcasts http://www.prolifics.com/resources/webcasts

Videos http://www.prolifics.com/resources/videos

Solution Briefs http://www.prolifics.com/resources/solution-briefs

Blog http://www.prolifics.com/blog

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Prolifics TV http://www.youtube.com/prolificstv

Visit these useful links on the Prolifics website:

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