ISS SOA ViEW Engagement Kickoff

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ISS SOA ViEW Engagement Kick-off

• Iowa Department of Administrative Services EBSOA
  Initiative

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Iowa DAS EBSOA Kick-offAgenda

• Introductions
• Project Purpose
• Project Approach Overview
• Deliverable Overview
• Procedural Overview
• Key Project Dates
• Workshops
• ViEW Deliverable Dates
• Questions Answers
• Next Steps

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Iowa DAS EBSOA Kick-off Introductions

• Name
• Agency/Organization
• Title or Responsibility
• Responsibility on this project
• Desired Outcome

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ISS SOA ViEW Engagement Kick-off

• Project Purpose

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Iowa DAS EBSOA Kick-off Engagement Purpose and
Objectives

• Project Purpose To gain a better understanding
  of SOA benefits, alternatives, and business case
  and the necessary expertise, training, best
  practices, and roadmap to leverage and extend the
  EBSOA (utilizing web services) enterprise wide,
  across the executive branch agencies.
• To establish an architectural direction and
  roadmap for the future
• Objectives
• Develop a proof-of-concept plan
• Training and mentoring of staff
• Recommended best practices
• A recommended expansion plan for an enterprise
  EBSOA
• Ultimate Goal To initiate the development of an
  Enterprise SOA to eventually be called the
  Executive Branch Services Oriented Architecture

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ISS SOA ViEW Engagement Kick-off

• Project Approach Overview

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Iowa DAS EBSOA Kick-off Project Approach

• Kick-off
• Align All Parties to Engagement Approach
  Responsibilities
• SOA ViEW
• Align All Parties to the Business Vision
  Objectives of the Engagement
• Tunes Training Deliverables to Organizational /
  Business Objectives
• Initial SOA Training
• SOA Roadmap Inception
• Proof of Concept
• Best Practice Definition
• Expansion Roadmap

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Iowa DAS EBSOA Kick-off Project Approach

• Project Team
• Thomas Keen ISS Chief Technology Officer
• Guillermo Tantachuco ISS Chief Enterprise
  Architect
• Ernesto Marquina ISS Chief Systems Architect
• Janice Hill ISS Enterprise Consultant
• Orlan Ree Technical Writer
• Participating Subject Matter Experts Sanjiva
  Weerawarana, Steven-Ross Talbot, Thomas Erl, Ross
  Mason, Paul Fremantle
• ATSC (Advanced Technology Solution Center)
• iOpenTM Reference Architecture
• FastTr_at_ck Engagement Methodology
• Workshops
• ViEW (VIsion Engineering Workshop)
• Project execution style Collaborative
• Step 1 Focused Inceptionto validate project
  and deliverable requirements and to refine the
  project plan, including deliverable milestones.

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ISS SOA ViEW Engagement Kick-off

• Deliverable Overview

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Iowa DAS EBSOA Kick-off Engagement Deliverables

• EBSOAs ViEW Deliverables
• EBSOA Vision document
• Scope, goals, strategy, ensure common
  understanding among stakeholders
• Initial readiness and risk assessment
• Identified gaps and risks of current state (AS
  IS)
• Draft SOA governance model template
• Initial organizational governance and initial
  technical governance
• Roles and responsibilities of initial EBSOA
  engagement
• Steering committee, Business and Technical
  Architecture team, Design and Development team,
  Operations center
• Draft of Adoption Roadmap
• Steps and phases to move from current state to
  future state

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Iowa DAS EBSOA Kick-off Engagement Deliverables
(continued)

• EBSOAs Training Deliverables
• Introduction to SOA and the Service-Oriented
  Computing Platform
• Overview of concepts, benefits, best practices,
  pitfalls and myths of SOA
• Strategic SOA for Managers and Executives
• Overview of concepts, benefits, impact
  (organization, financial), opportunities,
  planning considerations
• SOA, Web Services, and Service-Orientation
  Fundamental and Advanced Concepts and
  Technologies
• SOA concepts, XML, basic Web Services
  specifications, advanced Web Services
  specifications, future directions

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Iowa DAS EBSOA Kick-off Engagement Deliverables
(continued)

• EBSOAs Standards and Best Practices
  Deliverables
• Recommended EBSOA Data Standards Practices
• Domain modeling, XML, XSD, transformation rules
• Recommended EBSOA Enterprise Services Bus /
  Integration Standards Practices
• ESB as SOA cornerstone, service-oriented
  integration, mediation (routing, transformation),
  quality of service capabilities
• Recommended EBSOA Service Modeling Standards
  Practices
• Service modeling techniques (top-down, bottom-up,
  business-driven)
• Recommended EBSOA Security Standards Practices
• Authentication, authorization, confidentiality,
  non-repudiation, trust, federation
• Recommended EBSOA Platform Infrastructure
  Standards Practices
• Server nodes, operating systems, services per
  node
• Recommended EBSOA Web Services Network
  Infrastructure Standards Practices
• Physical configuration, communication protocol,
  topologies, traffic routing

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Iowa DAS EBSOA Kick-off Engagement Deliverables
(continued)

• EBSOAs Proof of Concept (PoC) Deliverables
• Proof of Concept Plan and Estimates
• Tasks, duration, resources, dependencies for
  selected service
• EBSOA Common Domain Model
• Domain entities and attributes required to
  support PoC
• Fully Requirements Model for Non-Functional
  Requirements
• Constraints (business and technology),
  performance, scalability, reliability, security,
  manageability
• EBSOA Architecture
• Reference architecture for PoC

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Iowa DAS EBSOA Kick-off Engagement Deliverables
(continued)

• EBSOAs Expansion Plan Deliverables
• EBSOA Expansion Plan and Estimates
• EBSOA Common Domain Model
• Expanded for Additional Services
• Fully Requirements Model for Non-Functional
  Requirements
• Expanded for Additional Services
• EBSOA Architecture
• Expanded for Additional Services

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ISS SOA ViEW Engagement Kick-off

• Procedural Overview

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Iowa DAS EBSOA Kick-off Procedural Overview

• Project Communications
• Project Website www.IowaSOA.com
• Project Progress / Management Information
• Project Forms (I.e. Issue Form, etc.)
• Engagement Deliverables
• Workshop Notes / Information
• Training Course Curriculum and Materials
• Other Associated Information and Materials.
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
• General Project Communications
• Formal Procedural Communications (i.e. Issues,
  Deliverable Review Comments, etc.) to be routed
  through IDAS and ISS Project Managers.
• Informational requests (i.e. more information on
  topics, etc.) to be routed through IDAS and ISS
  Project Managers.
• Documentation Transmittal
• Formal Transmittal (I.e. review submissions,
  deliverable comments, etc.) to be routed through
  IDAS and ISS Project Managers.
• Informal requests should be copied to IDAS and
  ISS Project Managers.
• Project Reports will be submitted prior to the
  beginning of each work week by the ISS Project
  Manager to the IDAS Project Manager. A brief
  review or progress, issues / obstacles and risk
  will be conducted on Monday Afternoon. Meeting
  time and teleconference bridge will be published
  by IDAS Project Manager.

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Iowa DAS EBSOA Kick-off Procedural Overview

• Issue Tracking Resolution (ITR)
• Issues will be documented using the Issue Form
  which will be made available through the Project
  Website.
• A completed form should be submitted to the IDAS
  Project Manager.
• Once received the Issue will be processed per the
  ITR Plan published on the Project Website.
• Risk Management Mitigation
• Risks to the project will be documented using the
  Risk Form which will be made available through
  the Project Website.
• A completed form should be submitted to the IDAS
  Project Manager.
• Once received the Risk will be managed per the
  Risk Management Plan published on the Project
  Website.

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Iowa DAS EBSOA Kick-off Procedural Overview

• Deliverable Acceptance (High Level Overview)
• Once the deliverables are Draft complete by the
  ISS Project Team, they will be made available via
  the Project Website. Please note this does NOT
  begin the Acceptance Process.only improves the
  quality of the deliverables.
• Once Deliverable has completed ISS QA Regiment,
  the Deliverable will be submitted to the IDAS
  Project Manager (Formal Transmittal).
• The ISS and IDAS Project Manager will schedule a
  Deliverable Walkthrough where ISS will orient the
  reviewers to the deliverable.
• Completion of the walkthrough begins the
  Deliverable Acceptance process. Deliverable
  period will be published as part of the
  transmittal.
• At the closure of the Acceptance Period, the IDAS
  Project Manager will collect all comments and
  review with ISS for incorporation. Deliverable
  is noted
• Accepted
• Accepted with Comments
• Rejects
• Once incorporated, the deliverable will be
  submitted for signed acceptance and authorization.

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ISS SOA ViEW Engagement Kick-off

• Key Project Dates

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Iowa DAS EBSOA Kick-off Key Project Dates

• Discovery Workshops
• Network / Security (May 2, 2006)
• General Application Portfolio (May 3, 2006)
• Organization (May 4, 2006)
• SOA ViEW Workshops
• Vision Workshop (May 17, 2006)
• Initial Readiness Risk Assessment Workshop (May
  18, 2006)
• Organizational Workshop (May 19, 2006)
• Governance Workshop (May 22, 2006)
• Roles Responsibilities (May 23, 2006)
• Validation Workshop (June 5, 2006)

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Iowa DAS EBSOA Kick-off Discovery Workshops

• Network / Security
• Network Architecture
• Design principles used (Topologies, Subnet
  deployment, etc.)
• Physical Configuration
• Facilities and Operational Structure
• Transports and Data Formats
• Traffic Routing
• System Architecture Models
• Architecture Tiers
• Detailed organization of the system
• Environments and its interrelationships
• Load Balancing, Failover, Clustering
• Current Hardware, core Software and Networking
  Capabilities
• Systems / Network Management Architecture Models
• Monitoring Tools (Network, Hardware, Services,
  Operating Systems, etc.)
• Fault, Bandwidth and Performance Management

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Iowa DAS EBSOA Kick-off Discovery Workshops

• Network / Security
• Systems / Network Management Policies and
  Procedures
• Operational Procedures
• Disaster Recovery and Backup Policies
• Planned / Unplanned Downtime Policies
• Network / System Technology Standards and
  Practices
• Infrastructure Standards (Hardware, Operating
  Systems, Services, Middleware)
• Enterprise Development Standards
• Communication Standards
• Patterns, Architecture and Design Blueprints

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Iowa DAS EBSOA Kick-off Discovery Workshops

• Network / Security
• Security Architecture Models
• Authentication Authorization Mechanisms
• Identity and/or Account Management
• Secure Transports
• Public Key Infrastructure or other means of
  Cryptographic Key Distributions
• Intrusion Detection Systems
• Trusted network relationships
• Firewalls
• Security Policies and Procedures

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Iowa DAS EBSOA Kick-off Discovery Workshops

• General Application Portfolio / Organization
• General Organizational Information
• Overarching Technology Boards and Steering
  Committees (i.e. TGB, JCIO, etc.)
• Application Portfolio
• Recommended Criteria
• Primary Applications that represent the primary
  business domain (the core business operations)
• Requirements and Business Process Models
• High Level Application Architecture Models
• High Level Data Architecture
• Technology Blueprint - Technology Stack
• Supplementary Materials (Manuals, etc.)
• Organizational Information
• Organization Charts Associated Applications
• Main Stakeholders Associated Applications
• Stakeholders Non-Associated with Applications

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Iowa DAS EBSOA Kick-off Discovery Workshops

• Candidate Application Portfolio / Organization
• Recommended Criteria
• Low Risk / High Technical and Organizational
  Feasibility
• High Business Impact or Value
• High Potential for Reusability
• Requirements and Business Process Models
• Design and Application Architecture Models
• Use Cases, UML Diagrams, Application Deployment
  outline
• Data Architecture / Design Models
• DBMS deployment
• Data Access Protocols
• ER/ORM diagrams
• Technology Blueprint
• Programming Models / Design Patterns
• Technology Stack
• Supplementary Materials (Manuals, etc.)

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ISS SOA ViEW Engagement Kick-off

• Questions Answers