Building Tomorrow Today

Oracle's Experience in Adopting Oracle Fusion Architecture and Building Service-Oriented Applications
Cliff Godwin SVP Applications Development Oracle Corporation

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. 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.

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 Business Strategy

Application Strategy

Insert Your Roadmap Here

Organizational Culture

Platform Strategy

Oracle Providing Both More Choices

Both a Benefit and a Challenge
Protecting ProtectingCustomer CustomerInvestments Investments
Lifetime LifetimeSupport Support

Premier Premier Support Support Extended Extended Support Support Sustaining Sustaining Support Support 0 1 2 3 4 5 6 7 8 9 10 0 1 2 3 4 5 6 7 8 9 10 Years of Support Years of Support

Unlimited Unlimited

Oracle Providing Both More Choices

Both a Benefit and a Challenge
Protecting ProtectingCustomer CustomerInvestments Investments
Lifetime LifetimeSupport Support

Premier Premier Support Support Extended Extended Support Support Sustaining Sustaining Support Support 0 1 2 3 4 5 6 7 8 9 10 0 1 2 3 4 5 6 7 8 9 10 Years of Support Years of Support

Unlimited Unlimited

Oracle Providing Both More Choices

Both a Benefit and a Challenge
Protecting ProtectingCustomer CustomerInvestments Investments
Lifetime LifetimeSupport Support

Premier Premier Support Support Extended Extended Support Support Sustaining Sustaining Support Support 0 1 2 3 4 5 6 7 8 9 10 0 1 2 3 4 5 6 7 8 9 10 Years of Support Years of Support

Unlimited Unlimited

 As Well As An Architecture
Adaptive, Insight-Driven Application Platform
Application Development Framework

Unified Portal
Lifecycle Management Business Intelligence Oracle Apps Activity Monitoring ISV Apps

9 Offers insight into & analysis of business-critical information 9 Enables business agility through rapid adaptation 9 Enterprise IT Infrastructure secure, lowest cost, highly available

Custom Apps

Business Process Orchestration Fusion Service Bus Fusion Service Registry Grid Computing

Evaluating Choices
Framing Key Considerations for Today Projects

Question What are the key considerations and best practices to plan for leveraging Fusion Architecture Today

Leverage Oracles Experience

Three Cases, Considerations, Forward Compatibility
Service Enablement
Enabling both support for SOA-based solutions and our internal development productivity, 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: PeopleSoft Enterprise HCM Service Enablement

Delivering Customer and Oracle Development Flexibility, Agility and ReUse

Updated: 10/21/2006 from10/16 v2

Situational Overview
BACKGROUND PeopleSoft Enterprise HCM Increasing cost and complexity on maintenance & enhancement Campus Soln (CS) initiative Objective to maintain leadership through componentization
Minimize maintenance costs Focus on new development Decrease customer TCO

PROJECT / INITIATIVE Early 2003 componentization project with scope: Data structure cleanup/ abstraction layer around the HCM kernal CS 8.9 on SOA framework Central SOA guidance HCM core architecture team under VP of Development

RESULTS 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

Challenges/Capabilities/Value
Service Enabling HRMS Applications

CHALLENGES
Expose HCM committed

CAPABILITIES
Native application tools

VALUE
Development and

and stable interfaces

Implementing business

and technology support for service enablement

Integration Broker,

customer IT agility and productivity

Risk Mitigation Deliver as low cost

process oriented apps on a monolithic system

Compliance with industry

Portal registry, ISR for public interfaces

Remoting support and

standards: WS*, UDDI

Lack of UI, Business-

error management
Design and runtime

logic, and persistence separation

More effective utilization

provider to produce and customer reduced project, maintenance, and future proofed solns
Independence From

of engineering resources

service repository for discovery and service lifecycle mgmt

SOA Suite for process-

Technology
Business-oriented

centric design and management

Infrastructure
Evolutionary Approach

How We Carried It Off

PROJECT DEFINITION TOOLS / METHODOLOGIES

Executive support needed for strategic investment

Componentization versus extension of core Architecture team managing expanded negotiations

Key enabling tools leveraging native 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

Phased focus: Framework rollout Interface delivery Project Approach

Componentize Evolve for best risk/value Reuse existing tools Train / Change behavior

Implement HR Core
Leverage existing EIP, refactor on mod, add only services Evaluate performance

CS consumes core services

HCM Approach Then ...

[...] Rec

Now ...
HR+

Recruiting HRCore HR+

[...]

Fuzzy Fuzzy boundaries Communication through well defined interfaces

GP SIM LS [...] Core

GP [...]

[...]

SOA Architectural Layering

HR Core Interfaces
Services Events Types

CS Interfaces
Services Events Types

ELM Interfaces
Services Events Types

Other Interfaces

....

Services Events Types

SOA Framework
Registry, Service Manager, Remote Access Manager, Event Manager

PeopleTools Portal Technology Service Designer Integration Broker

Key Learning
CRITICAL SUCCESS FACTORS FUTURE COMPATIBILITY

Executive sponsorship
"invest now" or "invest later"

Standards adherence: WS*, WSDL, UDDI Conformance to Oracle public interfaces and methodology Interactive Services Repository (ISR) Published EIPs / coexistence Pre-delivered integrations, canonical business objects, and composite framework Oracle SOA Suite and App Development Tools

Governance, training, buy-in to sustain consumer and provider teams collaboration Mitigate risk thru evolution
Service enable components, then decouple model from page with App Classes Granular App Class services and aggregated service

Performance addressed early

Case: US Internetworking
Delivering Enterprise Security and Provisioning

Situational Overview
BACKGROUND/CHALLENGE
USInternetworking specializes in managed enterprise and eBusiness solutions and on-demand services for Fortune 1000 companies Provide customers with secure access and provisioning to various product and service offerings ERP/CRM increasingly multiinstance and dynamic security needs Project was a necessity to run business operation

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

RESULTS
In less than 3 months, achieved initial consolidation of user information, access mgmt, 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 thru RBAC, provisioning aware wrappers, and embrace of SOA-based approach

How USInternetworking Carried It Off

PROJECT DEFINITION TOOLS / METHODOLOGIES

Deliver SSO, user admin and provisioning automation with customer mgmt of their own user directories High availability and scalability for critical, shared resource Institutionalize internal change management best practices Reduce cost of compliance through documentation of processes and controls

Externalized RBAC
Consistent with Fusion Allows SOA approach to Identity Management

Extend Identity Management to internal and external users, and web services Provisioning wrappers to support external processes Oracle Internet Directory Architected for future growth
Federation Virtual Directory

Key Learnings
CRITICAL SUCCESS FACTORS FUTURE COMPATIBILITY

Plan ahead when designing your directory structure Bring in the needed expertise in Identity Management Adopt Service-Oriented approach to Identity Management Organizational buy-in and processes managing change critical Pick a sophisticated engine for provisioning

Leverage key standards

LDAP WS-Security WS-Trust SAML

Externalize your authorization model Consider Oracles comprehensive Identity Mgmt solution

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Case: Integrating the Oracle Application Suites

Using Fusion Middleware to deliver pre-built integrated applications

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

Situational Overview
BACKGROUND PROJECT / INITIATIVE SCOPE Central team funded and organized to provide SOA services to Oracle Application teams Focus: Pre-Built integrated cross application industry processes An Architecture that can be extended and ehanced by partners / customers cost effectively Deliver supported integrated solutions that are compatible with Fusion Applications

Industry-focused acquisition strategy Need for seamless integration to maximize customer benefit Key Objectives:
Deliver integrated processes Deliver Pre-Built SOA Deliver flexibility with sustainability RESULTS

Delivery of Oracle Application Integration Architecture and Process Integration Packs, 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

One Example: Siebel Order to Oracle Order

Siebel CRM Siebel/Oracle Oracle EBS Browse & Search Products Services Product One way synch Oracle > Siebel Identify Customer

CUSTOMER
Support bi-directional synch
Web/Call Center/Sales Force Renewal Two way synch Oracle <> Siebel

Send new customer, address information to EBS only if used to place an order Support customer merge in EBS, synched to Siebel

Opportunity

Account Mgmt Customer

PRODUCT
EBS as the product master y Synch product hierarchy to Siebel

RMA

Prices Offers Discounts Orders

Product/Service Configuration Configurator Product Instances

PRICING
y Oracle Price Lists synched to Siebel

CONFIGURATOR
Pricing

Availability, Shipping Credit Check

Order Capture

Pricing

Installed Base One way synch Oracle > Siebel

y EBS configurator presented from Siebel Order Capture UI y Leverages Siebel eligibility, compatibility, and pricing

Price Lists Pick/Pack/Ship Order Management

ORDER
y Siebel order capture calls EBS for ATP, credit checks, payment authorization, estimated shipping y Complete order synched to EBS for fulfillment y Order status synched back to Siebel, at header and line levels

Installed Products Billing

Stock Replenishment

Purchase Order

AR

Purchasing

INSTALL BASE
y Install Base synched to Siebel as asset

Challenges/Capabilities/Value
Building a Flexible Service-Oriented Integration
Priority Challenges Oracle Differentiator

CHALLENGES

CAPABILITIES

VALUE

Seamless Upward Reduce Enable

multi-app integrations compatibility to Fusion applications application upgrade impact upgrade-safe customer extensions robustness and scalability replicating logic in multiple places

Extensible

set of objects and services services across suites

End-to-end Increased Artifact

pre-built industry solutions customer agility and flexibility re-use to lower cost to deploy and maintain to extend / leverage investments & Play via loosely coupled web services

Standardized Minimize

upgrade app

costs
Pre-integrated

functionality
Centralized Change

Ability Plug

Ensure Avoid

error management impact and layered extensions

How We Are Carrying It Off

PROJECT DEFINITION TOOLS / METHODOLOGIES

Dedicated team to own and drive 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 development with participating apps teams

Tools: FMW SOA Suite

Enterprise Service Bus & BPEL Security, tranform mapper, adapters Test harness to automate application certification 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

Build scalable development model with supporting methods and guidelines for Oracle ecosystem

Examples of Segmenting the Problem

BY INDUSTRY AND SOLUTION Telecommunications Order to Billing Financial Services Loan Origination Public Sector Case Management Life Sciences Call to Case Manufacturing Distributed Order Orchestration BY CAPABILITY Security Error handling and guaranteed delivery Extensibility Versioning Internationalization support Upgrade support Installation, deployment, management Solution roadmap defined based on tangible business case and metrics Design patterns based on priority solns Patterns validated via POCs that include each participating app, to reconcile differing approaches for each pattern Plan to support all these capabilities, but will phase in advanced features BY PATTERN Scheduled batch On-demand batch Synchronous request-reply Real-time data synchronization Asynchronous send-and-forget Composite application

Application Integration Architecture

Application Content
Industry Reference Models Activity/Task Process Models Object Class Diagrams (UML) Service Definitions Enterprise Objects Logical Model Industry Overlay Expressed as XSD Process & Task Flows Process Management Data Transformations Monitor & Control Web Services Native or Virtual Service API Application Logic Business Function Service API
Transport CRM HUB HCM Billing SCM OM FIN Account Order Customer Product

Fusion Middleware
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 SOA Suite BPEL- State based flows ESB- Stateless flows BAM- Monitor & Alert Service Registry/OWSM Discover & Provision Secure & Manage

Top Down

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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-throw semantics 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

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Key Learnings: SOA requires a plan

CRITICAL SUCCESS FACTORS FUTURE COMPATIBILITY

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 add applications to every integration design for it now

Oracle canonical objects and services are designed for future compatibility with Fusion applications Start service-enabling your own applications to participate in your future Enterprise SOA initiatives Use Oracles framework to loosely-couple your integrations to extend your existing app investments

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Summing Up
Bringing it All Together To Deliver Adaptable, Insightdriven Applications

Highlights From the Case Studies

Critical Factors Executive Sponsorship Governance / Buy-in Skilled resource Planned / architected framework Evolutionary approach to implementation Future Compatibility Standards Adherence Service-Oriented Architecture Oracle Delivered Semantics and Frameworks Fusion Middleware / Tools