Unifying BI and CM with SOA
Transcript of Unifying BI and CM with SOA
Unifying Business Intelligence and Content Management
with Service-Oriented Architectures
Chris HarringtonActive Interface, Inc.
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Architectural Review Service-Oriented Architectural principlesprinciples
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
About the AuthorAbout the Author
Architect & DeveloperArchitect & Developer Principal of Active Interface, Inc.Principal of Active Interface, Inc. Focus is building enterprise BI and web Focus is building enterprise BI and web
applications on the Microsoft platformapplications on the Microsoft platform Also MS Office Systems development and Also MS Office Systems development and
integrationintegration
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Architectural Review Service-Oriented Architectural principlesprinciples
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
What is a Service Oriented What is a Service Oriented Architecture?Architecture? Course-granular interfacesCourse-granular interfaces Loosely-coupledLoosely-coupled Complete, self-contained messages or Complete, self-contained messages or
transactionstransactions XML Web ServicesXML Web Services
compatible with Internet protocolscompatible with Internet protocols cross-platform by naturecross-platform by nature
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Advantages of SOAAdvantages of SOA Supports pursuit of “zero-latency Supports pursuit of “zero-latency
enterprise” enterprise” Interoperability is greatly simplifiedInteroperability is greatly simplified
between enterprise applicationsbetween enterprise applications between IT platformsbetween IT platforms between business partnersbetween business partners
Development simplifiedDevelopment simplified tools can discover the capabilities exposed tools can discover the capabilities exposed
by a serviceby a service ease of unit testing and integrationease of unit testing and integration
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Growth of Enterprise SOAGrowth of Enterprise SOA
Future growth will likely involve vertical Future growth will likely involve vertical services, both within and between services, both within and between organizationsorganizations
Services will wrap standard business Services will wrap standard business logic, workflow processes, and logic, workflow processes, and regulatory regimesregulatory regimes
Enterprise IT platform vendors are Enterprise IT platform vendors are standardizing on XML Web Services for standardizing on XML Web Services for integration tasksintegration tasks
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Review Service-Oriented Architectural principlesArchitectural principles
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Business IntelligenceBusiness Intelligence
““BI supports processes used to analyze BI supports processes used to analyze and act on information”and act on information”
BI is about turning data into strategic, BI is about turning data into strategic, actionable informationactionable information
BI is a service provided by IT to line-of-BI is a service provided by IT to line-of-business usersbusiness users
SOA will make it possible for IT to provide SOA will make it possible for IT to provide better and faster service to a wider better and faster service to a wider audienceaudience
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Content ManagementContent Management
Can also be considered as an IT service Can also be considered as an IT service to the organizationto the organization
Also about delivering relevant Also about delivering relevant informationinformation right time, place, formatright time, place, format
While BI is data-centric, CM is While BI is data-centric, CM is document-centricdocument-centric
SOA is well suited for CMSOA is well suited for CM course-granular, loosely-coupledcourse-granular, loosely-coupled
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
The Case for UnificationThe Case for Unification
Business CaseBusiness Case Achieve better enterprise KMAchieve better enterprise KM Increase value of informationIncrease value of information
Technology CaseTechnology Case Shift burden from IT to self-serve Shift burden from IT to self-serve
creation and delivery if integrated creation and delivery if integrated reportsreports
Eliminate manual integration and Eliminate manual integration and resultant errorsresultant errors
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Combine best-practices and best values Combine best-practices and best values of each domain of each domain Techniques of data organization and Techniques of data organization and
presentation used in BI are applicable to presentation used in BI are applicable to searching CMsearching CM
Most BI results are best delivered into Most BI results are best delivered into narrative documentsnarrative documents
Cross-FertilizationCross-Fertilization
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Architectural Review Service-Oriented Architectural principlesprinciples
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Content Management as SOAContent Management as SOA
CMS framework based upon SOAP and CMS framework based upon SOAP and XML web servicesXML web services
Low-level tier exposes services for Low-level tier exposes services for content-oriented storagecontent-oriented storage
High-level tier exposes workflow High-level tier exposes workflow servicesservices
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
CMS Repository ServicesCMS Repository Services
Low-level document-centric servicesLow-level document-centric services structured storagestructured storage structured searchstructured search revision controlrevision control access controlaccess control
WebDAV and DeltaV are industry WebDAV and DeltaV are industry standards for this layerstandards for this layer
SQL 2005 SOAP/XML features are SQL 2005 SOAP/XML features are another optionanother option
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
CMS Workflow ServicesCMS Workflow Services
High-level servicesHigh-level services document managementdocument management fragmentation and compositionfragmentation and composition Multi-channel/format outputMulti-channel/format output publish/subscribepublish/subscribe editorial processeditorial process
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Architecture OverviewArchitecture Overview
Web Service Browser
CM Repository Service
CM Workflow Service
BI Workflow Service
BI Repository Service
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Business Intelligence as SOABusiness Intelligence as SOA
Provide BI as a service which can be Provide BI as a service which can be consumed by user-facing tools or by consumed by user-facing tools or by other appsother apps
Enterprise reporting delivered with SOAP Enterprise reporting delivered with SOAP web servicesweb services
Emerging support from MS BI platformEmerging support from MS BI platform SOAP access to tables, cubes, etc.SOAP access to tables, cubes, etc.
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
BI storage/access servicesBI storage/access services
Low-level data-centric services forLow-level data-centric services for datasource discoverydatasource discovery metadata browsingmetadata browsing tabular and multidimensional queryingtabular and multidimensional querying access controlaccess control
Available from MS in the form of XML for Available from MS in the form of XML for AnalysisAnalysis see see www.xmla.orgwww.xmla.org Native provider in SQL 2005Native provider in SQL 2005
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
BI Workflow ServicesBI Workflow Services
High-level web services forHigh-level web services for data exploration and manipulationdata exploration and manipulation information visualizationinformation visualization bookmarksbookmarks collaborationcollaboration annotation of discoveriesannotation of discoveries
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Architecture OverviewArchitecture Overview
Web Service Browser
CM Repository Service
CM Workflow Service
BI Workflow Service
BI Repository Service
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Architectural Review Service-Oriented Architectural principlesprinciples
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Integrating BI & CM in SOAIntegrating BI & CM in SOA
Integration can occur at workflow or Integration can occur at workflow or storage tierstorage tier
Integration can beIntegration can be ad-hoc, user-drivenad-hoc, user-driven pre-defined, process-drivenpre-defined, process-driven
Integration can go in either directionIntegration can go in either direction
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Architecture OverviewArchitecture Overview
Web Service Browser
CM Repository Service
CM Workflow Service
BI Workflow Service
BI Repository Service
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Scenario 1: CM feeds BIScenario 1: CM feeds BI
Document taxonomy and index is fed Document taxonomy and index is fed into an OLAP cubeinto an OLAP cube
BI workflow and user interface provide BI workflow and user interface provide direct manipulation browsing and direct manipulation browsing and searching of the document cubesearching of the document cube
Drill-through from OLAP view to actual Drill-through from OLAP view to actual documentsdocuments
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Sequence diagram of scenario 1Sequence diagram of scenario 1
Web Service Browser
CM Repository Service
CM Workflow Service
BI Workflow Service
BI Repository Service
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Scenario 2: BI feeds CMScenario 2: BI feeds CM
Using BI workflow service, user creates Using BI workflow service, user creates bookmarks of interesting analytic bookmarks of interesting analytic resultsresults
BI bookmarks are brought into a CM BI bookmarks are brought into a CM report creation workflowreport creation workflow
User adds written comments, opinions, User adds written comments, opinions, explanations, recommendations, etc.explanations, recommendations, etc.
Final report has an overview, several Final report has an overview, several analysis pages with charts and graphsanalysis pages with charts and graphs
Report is published to intranetReport is published to intranet
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Sequence diagram of scenario 2Sequence diagram of scenario 2
Web Service Browser
CM Repository Service
CM Workflow Service
BI Workflow Service
BI Repository Service
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Presentation ObjectivesPresentation Objectives
Review Service-Oriented Architectural Review Service-Oriented Architectural principlesprinciples
Discuss the application of these Discuss the application of these principles to BI and CMSprinciples to BI and CMS
Explore integration scenarios and Explore integration scenarios and resultant unification benefitsresultant unification benefits
Demonstrate a sample integration Demonstrate a sample integration framework built upon the Microsoft framework built upon the Microsoft platformplatform
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Web Service BrowserWeb Service Browser
Traditional browser uses HTTP to retrieve Traditional browser uses HTTP to retrieve HTML contentHTML content
A “web service browser” uses HTTP to A “web service browser” uses HTTP to send and receive SOAP messagessend and receive SOAP messages
Client-side script orchestrates the Client-side script orchestrates the interaction, using DHTML to render the UIinteraction, using DHTML to render the UI
Current-generation browsers have the Current-generation browsers have the requisite support for building web service requisite support for building web service user interfacesuser interfaces XML, XSLT, & DHTMLXML, XSLT, & DHTML
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
ThinCMSThinCMS
My work on SOA-based Web CMS My work on SOA-based Web CMS frameworksframeworks
Models pages as compositions of XHTML Models pages as compositions of XHTML “parts”“parts”
Web Page Composition Markup Language Web Page Composition Markup Language (WPCML) is an XML schema and XSL (WPCML) is an XML schema and XSL conventions for composing pages via conventions for composing pages via XSLT processorXSLT processor
Uses nested and referenced page partsUses nested and referenced page parts
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Nested composition partsNested composition parts
page
section
site
section section
page page pagepage(s)
section
site
sectionsection
page(s)
page(s)
Content Nesting Template Nesting
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Referenced composition partsReferenced composition parts
Element 1
Element 2Page 1
Section 1
Site
Section 2
Page 2 Page 3
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
ThinOLAPThinOLAP
My work on SOA and Web based My work on SOA and Web based framework for Business Intelligenceframework for Business Intelligence
Implements the two-tiered conceptual Implements the two-tiered conceptual model described earliermodel described earlier
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
DemoDemo
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Other Integration ScenariosOther Integration Scenarios
““Semi-static” publishingSemi-static” publishing Specialized information visualization Specialized information visualization
servicesservices Use of SOA to integrate BI and CM with Use of SOA to integrate BI and CM with
CRM, ERP, SCM, etc.CRM, ERP, SCM, etc.
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
The Future of Integration The Future of Integration
Integration of standards-based SOA Integration of standards-based SOA componentscomponents
Integration links can evolve with a Integration links can evolve with a company's business or application company's business or application portfolioportfolio
Broad industry support workflow-level Broad industry support workflow-level standards for BI, CM, etc.standards for BI, CM, etc.
Vendor shakeout as some tiers are Vendor shakeout as some tiers are commoditizedcommoditized
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
ConclusionConclusion
Service-oriented architectures allow Service-oriented architectures allow enterprises to leverage their investments enterprises to leverage their investments in IT and to showcase enterprise process in IT and to showcase enterprise process excellenceexcellence
A seamless BI/CM integration would go a A seamless BI/CM integration would go a long way towards embedding analytics long way towards embedding analytics into the fabric of a business user’s daily into the fabric of a business user’s daily taskstasks
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
QuestionsQuestions??
Data Warehousing and Business Intelligence SIG Number Presentation Date Time
Questions?Questions?
Thanks for attending!Thanks for attending!
Chris HarringtonChris Harrington
[email protected]@activeinterface.com