Manufacturing SOA Workshop ARC Orlando-2008 Forum John Wason Vice President ARC Advisory Group...

Manufacturing SOA WorkshopARC Orlando-2008 Forum

Manufacturing SOA WorkshopARC Orlando-2008 Forum

John WasonVice President

ARC Advisory [email protected]

Bob MickVP Emerging Technology

ARC Advisory [email protected]

2© ARC Advisory Group

AgendaDiscussion of Experiences and PlansAgendaDiscussion of Experiences and Plans

Bob Mick (10 minutes)• Getting Started and Background

Ray Walker (20 minutes)• DuPont Experience with Services in Manufacturing

Eric Cosman (20 minutes)• Dow’s Look at SOA In Manufacturing

Mike Brooks (20 minutes)• Chevron’s SOA Initiative: “forum”

Bob Mick (10 minutes)• ARC Preliminary Research into SOA Reference Architectures

John Wason (30 minutes)• Open Discussion, Suggestions, Ideas, … Next steps

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BackgroundSOA Activities at ARC EventsBackgroundSOA Activities at ARC Events

2006: Growing interest in SOA in Manufacturing 2007: Accumulated list of interested parties 2007: Created an SOA survey (take it if you have not) 2007-June SOA Workshop at Boston Forum

• Explore interests in collaboration

• Results are available

2007-Summer : Developed of a “Working Group”:• People willing to invest time and contribute

2007-December: A “Working Group” conference call Today: Orlando-2008 Forum “Workshop”

• Working Group participants sharing & leading discussion

• Discussion: We want to hear form you

Future: To be Discussed later in this Workshop


June 2007 Workshop Report Is AvailableThis Workshop Report Contains …June 2007 Workshop Report Is AvailableThis Workshop Report Contains …

Workshop Results (slides)• A workshop summary slide

• Some of the original workshop slides

• Those with discussion questions

• Results slides

• Immediately after the questions slides

A Collaboration Methods Proposal• For group feedback

A List of Proposed Manufacturing SOA Collaborations• Based on workshop discussions

• For group feedback

Three Draft Proposals• For group review, comment and modification

Decided against SOA

Evaluating Now

Validating (pilots)

Limited roll-out

Deploying to additional business units

Completed enterprise deployment

Optimizing

Other


December 2007 Call SummaryWorking Group = People Willing to ContributeDecember 2007 Call SummaryWorking Group = People Willing to Contribute

Reviewed the June Survey Results Review of Activities

• Several interesting topics

• Some are staring to use services

• Interest in SOA Reference Architecture

• Experience with vendors

Discussion of this workshop• Lead to 3 discussion leaders today

If You Can Contribute, Let ARC KnowIf You Can Contribute, Let ARC Know


Share Your SOA Expectations and ExperiencesFor Example, Some of these …Share Your SOA Expectations and ExperiencesFor Example, Some of these …

Background, Objective, Reasons? Approach used , specifics, … Results Conclusions and lessons learned Suggestions (recommendations, …) Work planned? Targeted Tasks (Reference Architecture, …)

Any Questions?Any Questions?


Today’s ObjectiveShare Experiences, Ideas and ExpectationsToday’s ObjectiveShare Experiences, Ideas and Expectations

Method• Discussion leaders

• Take clarification questions during presentation

• List side topics (those needing significant time) for later

• Stick to time allocations

• … Open discussion at the end

Only Aggregated Results Can Be PublishedNo Published Association with Specific Company!

Only Aggregated Results Can Be PublishedNo Published Association with Specific Company!

DuPont Experience with Services in Manufacturing

Ray Walker, DuPont

DuPont Experience with Services in Manufacturing

Ray Walker, DuPont

Services Based IT Solutions:Manufacturing & Engineering

Ray WalkerDuPont Information TechnologyFebruary 4, 2008

10

Topics

1. Using ISA 95 models to scope services

2. Infrastructure, technology and information flows

3. Lessons learned & next steps

11

QualityOperations

MaintenanceOperations

ProductionOperations

Major ActivitiesWithin ManufacturingOperations

Level 4

Level 3

Level 2

Management of Configuration

Management of Information

Management of Security

Management of Documentation

Management of Compliance

InventoryOperations

ISA 95 Model - Scope-of-Services

12

Border Regulatory Control (e.g. FTC, FDA, EPA)

Management ofRegulatory Compliance

EmployeeTracking

Industrial HygieneManagement

OccupationalHealth and

Safety

ChemicalInventory

Management

Hazardous MaterialsTracking

MSDS Authoringand Labeling

Trade & ShippingTracking andCompliance

FacilitiesManagement

Equipment Safety

Incident Trackingand Prevention

Air, Waste, andWater Emissions

Tracking

Personnel SafetyRegulatory Control

(e.g. OSHA)

EnvironmentalRegulatory Control

(e.g. EPA)

Local Environmental Regulatory Control

Local EnvironmentalRegulatory Control

(e.g. EPA)

ISA 95 Model - Services Implemented

13

Infrastructure - Manufacturing Message Bus An IT systems integration platform across Multi-Sites & Multi-Business Units

Enterprise

SAP R/3, BW, Legacy

Enterprise

SAP R/3, BW, Legacy

Manufacturing Message Bus

Global

Manufacturing Site

Global

Manufacturing SiteGlobal

Manufacturing Site

Global

Manufacturing Site

WAN

Each Site’s

Unit

Each Site’s

Unit

Process

Historian

Process

HistorianQuality & Lab

Systems

Quality & Lab

SystemsShop Floor

Matl Movements

Shop Floor

Matl MovementsOracle

SQL, LNotes

Oracle

SQL, LNotes

XML

14

eServicesWebService Provider

Legacy

EnterpriseService

Bus

Quality

Maintenance

Inventory

Production

ManufacturingMessage Bus

(Pub/Sub, XML)

ERP

Service Infrastructure - A Composite Solution

Compose, Orchestrate/SequenceService Monitoring, logs, auditsExtraweb Security...

ProcessHistory

Equipment

COAsIncidentsCAPA

ProductsMaterials

BW

Config Site/Tag CollectionAggregate (XML)Queue

SOAP,WSDL

JMS

15

1. Availability is the percentage of actual uptime and is affected by both scheduled and unscheduled outages.

2. Reliability is the percentage of uptime excluding scheduled maintenance outages.

3. MTBF is the mean time between failures measured in calendar days.

4. MTTR is the mean time to repair failures measured in hours.

Data based on a rolling YTD average - the past 12 months

Service Monitoring - Measurements

16

Lessons Learned

1. The technology is mature and robust - more services are available.

2. Examine the WSDL document describing the service/interface carefully. Define error handling for individual tags vs. entire collections.

3. Orchestration/sequencing of service/message transactions is necessary- especially for security and high availability

4. Frequency/size of tag data flows can require aggregation & queues- Daily summaries, defects, durations...

5. When multiple suppliers/helpdesks are required, SLAs become critical

6. Monitoring each segment of the end-to-end service is required- Six Sigma controls - DPMO:

# lost messages# messages republished (# editions)

17

Next Steps

1. Exploit the public infrastructure- Roll-out to global Mfg. sites

2. Evaluate & pilot additional services- Establish service library- Request ARC’s assistance

Service Oriented Architecture in Manufacturing

Eric Cosman (Russ Dickinson), Dow

Service Oriented Architecture in Manufacturing

Eric Cosman (Russ Dickinson), Dow

19®Trademark of The Dow Chemical Company

Service Oriented Architecturein

Manufacturing

Eric Cosman, Russ Dickinson

20Russ Dickinson, Eric Cosman / February 4, 2008®Trademark of The Dow Chemical Company

Why SOA in Manufacturing

• Takes time to catch-up on historically limited I/T investment.

• Preserve legacy system investments, no rip-and-replace.

• Cross-application strategy needed:– No single solution available– Multiple vertical industry manufacturing models – Continued deployment of multiple applications

• Enterprise SOA is low fidelity. – Require higher fidelity in event processing and deterministic

orchestration of services.

• Enterprise SOA needs manufacturing services.

• Business velocity increases, margins decrease – can’t afford time or expense to re-engineer each implementation.


Future Vision – Enterprise View

Performance Visualization

Performance Visualization

Plant Plant

Manufacturing Service Bus

ERPBusinessReporting

Plant 1-N, Site 1 Plant 1-N, Site N

Business 1 Business N

Enterprise Service Bus

Bus Interconnect:• Business Processes• Cross Application Services• Visualization Drill-Down

BusinessVisualization

• High Fidelity, • Deterministic Orchestration, • Complex Event Processing


Services Taxonomy

1. Composite Processes – Long-lived, state-based transformations

• Business Integration (Level 3-4)– ATP, CTP, Production Orders, BoM’s

• Operations Integration (Level 3)– Inspection Plans, Job Packages,

Recipe Management, Operator Instructions

2. Systems – Short-lived “primitives” / “transactions” (Level 3, 2-3)

– Command / Response, Event Processing, Messaging

3. Infrastructure – Technical Enablers – Messaging (XML, SOAP, OPC)

Discovery (WSDL, UDDL)

Work Analysis

Work DataCollection

Work Tracking

Work DefinitionManagement

Work ResourceManagement

Detailed WorkSchedule

Work Execution

Work Dispatching

WorkResponse

WorkDefinitions

WorkCapability

WorkRequest


Reference Framework

System Service

Business Process

Business Function / Composite Service

Retrie

ve P

roduct

ion O

rder

Update

Product

ion O

rder

Confrim

Pro

ductio

n Ord

er

Retrie

ve P

roduct

Def

initi

on

Retrie

ve P

roduct

ion C

apab

ility

Update

Product

ion C

apab

ility

Relea

se E

quipm

ent R

eser

vatio

n

Reser

ve M

ater

ial

Relea

se M

ater

ial R

eser

vatio

n

Publish P

roce

ss In

stru

ctio

ns

Sc

he

du

le

Pro

du

cti

on

Determine Production Schedule n n n

Confirm Production Schedule n

Change Production Schedule n

Cancel Production Schedule n

Modify Production Schedule n

Start Production Run

Confirm Production Run n

Sc

he

du

le

Pro

du

cti

on

Service Map Service Catalog

Chevron Initiative: “the forum”

Mike Brooks, Chevron

Chevron Initiative: “the forum”

Mike Brooks, Chevron

SoA NotesSoA Notes

a time for change

Mike BrooksChevron, Global Refining

Staff Technologist


the forum the forum

the Forum (Magnum) was the central area around which ancient Rome developed, in which commerce, & the administration of justice took place.

an IT foundation for institutionalizing work processes & all information management required to support them


what are we doing?what are we doing?

assets…

we do work with them

we do work on them

let’s concentrate on……the work


the forum provides a software framework that helps improve the performance of all personnel in manufacturing

what is the forum ?what is the forum ?


the forum (principle requirements)the forum (principle requirements)

1. collaborative work processes enabled by, but separated from the IT underpinnings

2. secures data within primary systems, but provides easy data exchange and sharing

3. users find information easily, without knowledge of where it is stored

4. isolates/abstracts implementation & vendor packages

Services –SOA - BOA


the approach… let’s talk the approach… let’s talk

lead the industry, drive COTS 123

standards… liberate us…help them deliver what we need

Push hard for services maturitythat exceeds current offerings


COMPLEXITY

SPEED

AGILITY

the forum… let’s talk the forum… let’s talk



where we are… phase 1where we are… phase 1

understand the problem-opportunity

is it tractable ??

Chevron is not going to do it…

so, who can ??

breadth and depth, consortium, strategic direction, program, technology, funding…


thank you for listeningthank you for listening

[email protected]

What is an SOA Reference Architecture?

Bob Mick, ARC

What is an SOA Reference Architecture?

Bob Mick, ARC


Generic SOA Reference Architecture for ManufacturingARC Is inerested in a Context for SOA ActivitiesGeneric SOA Reference Architecture for ManufacturingARC Is inerested in a Context for SOA Activities

In our initial meeting last June, we identified several high value initiatives:

• Reference Architecture

• Educational Topics on SOA

• Use Cases of SOA- covered today We also discussed two general implementation paths

for SOA in Manufacturing (SOA Maturity Model)

• Proactive – Starting with Architecture

• Opportunistic – Using services in projects Most believed that the likely short term path for their

companies was looking for an opportunity to implement on limited scale; i.e. Pilots

• Having a useful SOA Reference Model gives structure and discipline to projects to ensure that investments can be fully utilized in future projects – re-use


Manufacturing SOA Reference ArchitectureDefinition and ScopeManufacturing SOA Reference ArchitectureDefinition and Scope

What is it’s purpose?• …

What is its scope?• …

What are it’s intended uses?• …

What views will it contain?• …

What are it’s elements?• …

What relationships will it show?• …

What approach should be taken?


Preliminary Research: “SOA Ref Architectures”A Visual Walkthrough of How Vendors Portray Architecture?Preliminary Research: “SOA Ref Architectures”A Visual Walkthrough of How Vendors Portray Architecture?

IBM Microsoft Oracle SAP Sonic, systinet, AmberPoint, Bearing Point OASIS (Let me know of others at [email protected] )

My Objective:1.Start looking at what is already available. Might …2.Define a “useful” Manufacturing SOA ReferenceArchitecture on top of existing work

Need to ask

the vendors


IBM SOA Reference ArchitectureIBM Actually Calls It a Reference ArchitectureIBM SOA Reference ArchitectureIBM Actually Calls It a Reference Architecture

Source: IBM Presentation Analyst Related to Acquisition of AptSoft (Complex Event Processing (CEP)

“Ser

vice

s”


Microsoft AlchemyService oriented Infrastructure - SOIMicrosoft AlchemyService oriented Infrastructure - SOI

Logical View

Functional View

Identifies

Different Views


Microsoft Reference Architecture(A Poster)Microsoft Reference Architecture(A Poster)

Includes a

Lot

of Info

rmatio

n


Messagin

g

Data

Managem

ent a

nd G

overn

ance

PeopleUser Experience, Ad-hoc Workflow and Collaboration

CompositionDirected Workflowand Orchestration

Serv

ice

Co

nsu

mp

tion

ProcessesOrchestration andSystem Workflow

Models

and T

ools

Systems and DataPackagedApplicatio

n

CustomApplication

LOBApplication

ServicesEnablement and Integration

Serv

ice

Deliv

ery

Identity

and A

ccess

Structured/Unstructured Data

Atomic Service

Composite Service

Compose User Interaction

Compose Business Transaction

ExposeExisting Systems

ConsumeUser Directed

SharePoint Server, .NET Compact Framework,Silverlight,OfficeSystem, ASP.NET, Windows Client

Live Communications Server, SharePoint Server

Workflow Foundation, SharePoint Server, CAB

BizTalkServer

SQL ServerWCF

WindowsBizTalk Server

WCF and BizTalk Server

Active D

irectory

System C

enter, Partners, MO

F

Visual Studio, Patterns and Practices, M

SF

MicrosoftApplication Platform For SOA And BPMicrosoftApplication Platform For SOA And BP

Compose User Interaction

Compose Business Transaction

ExposeExisting Systems

ConsumeUser Directed

Presentation Services

Collaboration Services

Composition Services

Business Process Services

Information Integration Services

MessagingServices

Connectivity Services

Security and Identity

Managem

ent and Governance

Design and D

evelopment

Structure

ProductsSource: Microsoft, Sam Youness

Show Service

Players


Oracle SOA SuiteOne Oracle PerspectiveOracle SOA SuiteOne Oracle Perspective

Source: “Oracle Service Oriented Architecture Suite” whitepaper

Awareness

of

Legacy Syste

ms


Oracle StandardsExample: Standards are a part of Reference ArchitecturesOracle StandardsExample: Standards are a part of Reference Architectures


Detail t

he

Standard

s


Another Oracle PerspectiveOracle “Hot Pluggable Architecture”Another Oracle PerspectiveOracle “Hot Pluggable Architecture”


Recognize

That

Multiple V

endors


SAP’s Enterprise SOA (Needs more work)SAP “Perfect Plant Concept”SAP’s Enterprise SOA (Needs more work)SAP “Perfect Plant Concept”

SAP ERPENTERPRISE

Planning (MRP)Manufacturing

ExecutionMaintenance Management

Environmental Health Safety

Quality Management

Composites ISV/SI AppsDetailed Scheduling

(PP-DS/ xLPO)

Business Logic Services (SOA)

Manufacturing Data Services (SOA)

xMII

Netweaver (Enterprise SOA)

PLANT

Source: Perfect Plant Presentation by SAP

Awareness

of

Manufactu

ring

Operatio

ns


Sonic, systinet, AmberPoint, BearingPointSomething Different: Maturity ModelSonic, systinet, AmberPoint, BearingPointSomething Different: Maturity Model

Source: A New Service Oriented Architecture (SOA) Maturity Model, Sonic Software

Attempt t

o Model

Capabilities


Sonic, systinet, AmberPoint, BearingPointMaturity Model Level 1Sonic, systinet, AmberPoint, BearingPointMaturity Model Level 1


A Series o

f

High Level

Pattern

s


OASIS SOA Reference ModelHow Their Ref Architecture Relates to Other OASIS WorkOASIS SOA Reference ModelHow Their Ref Architecture Relates to Other OASIS Work

Source: OASIS SOA Reference Architecture Specification

Work in a

Standards Community


OASIS SOA Reference ModelPrinciple ConceptsOASIS SOA Reference ModelPrinciple Concepts

A More

Technica

l

Approach


OASIS SOA Reference Architecture Service Interaction ConceptsOASIS SOA Reference Architecture Service Interaction Concepts

Shows Some

Relationsh

ips


OASIS SOA Reference Architecture Service DescriptionsOASIS SOA Reference Architecture Service Descriptions

Opinion:

Probably to

o

Technica

l For

Our Use

?


OASIS SOA Reference Architecture TermsUtilize what we can – start simpleOASIS SOA Reference Architecture TermsUtilize what we can – start simple

May Have Useful

Elements We

Can Use


Manufacturing SOA Reference ArchitectureDefinition and ScopeManufacturing SOA Reference ArchitectureDefinition and Scope

What is it’s purpose?• …

What is its scope?• …

What are it’s intended uses?• …

What views will it contain?• …

What are it’s elements?• …

What relationships will it show?• …

What do you think?

Makes it Clear

We Need to

Address the Basics

Open Discussion and Next Steps

John Wason

Open Discussion and Next Steps

John Wason


Open Discussion Questions, Contributions, Ideas, …Open Discussion Questions, Contributions, Ideas, …

1. Covered a lot of ground and put a stake in the ground wrt a Generic SOA Reference Architecture for Manufacturing

• Should Ref Architecture be manufacturing industry specific?

• Should it be corporate-wide or have a plant/site orientation?

• How many people are interested in collaborating on its development?

2. Where is ARC going with Reference Architecture work?

• We hope to develop a model and publish it this year• SOA Development Community will see it first in a draft form• ARC Advisory Service clients will see it first in final form (ARC Insights

and Strategy Reports most likely), and at future Forums

• IP issues• ARC reports are copyrighted; not patented• The reference architecture will be freely available for use by all and

End Users will be encouraged to do so• Standards bodies may use if helpful, …


Next StepsYour Interests?Next StepsYour Interests?

There are two Communities that are developing which ARC will manage• General Interest Group- distribution list with periodic emails

and open Forum meetings like this

• Active Working Group- like Reference Architecture Group

Reference Architecture Group (Contributors)• Timing- are there any projects that are driving your interest in a

SOA Reference Architecture work?

• Conference calls spring and summer, say every 4-6 weeks?

Workshops• Forums? Orlando; Lifecycle Asset Mgt Forum in Houston Oct 5-8th

• Would anyone be interested in hosting a Workshop meeting?


Thank You.Thank You.For more information or follow up, contact

[email protected] or [email protected]

Manufacturing SOA Workshop ARC Orlando-2008 Forum John Wason Vice President ARC Advisory Group...

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