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Student Exercises
ERC 1.1
WebSphere Education
Student Exercises
Trademarks
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Student Exercises
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Contents
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Exercises description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Exercise 1. Introduction to the JK Enterprises case study . . . . . . . . . . . . . . . . . . . 1-1 Exercise 2. Identify and apply SOA scenarios to the JK Enterprises case study . 2-1 2.1. Where are you in the process? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 2.2. Apply your knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 Appendix A. JK Enterprises case study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
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Student Exercises
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TMK
Trademarks
The reader should recognize that the following terms, which appear in the content of this training document, are official trademarks of IBM or other companies: IBM is a registered trademark of International Business Machines Corporation. The following are trademarks of International Business Machines Corporation in the United States, or other countries, or both: CICS IMS Rational RequisitePro Tivoli WebSphere DataStage Lotus Rational Unified Process RUP Tivoli Enterprise z/OS DB2 OMEGAMON Redbooks Sametime Tivoli Enterprise Console zSeries
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.
Trademarks
Student Exercises
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Exercises description
This course includes the following exercises: Introduction to the JK Enterprises case study Identify and apply SOA scenarios to the JK Enterprises case study In the exercise instructions you will see each step prefixed by a line. You may wish to check off each step as you complete it to keep track of your progress. Most exercises include required sections which should always be completed. These may be required before performing later exercises.
Exercises description
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Student Exercises
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Introduction
This exercise introduces you to the case study that you will be using in this and later exercises of this course. JK Enterprises is a fictitious company about to embark on a transformation to an SOA architecture. In this exercise you are to review a document which describes the current state and business problems experienced by JK Enterprises. You will be given a few possible approaches that the JK Enterprises project team may use to get started in the process of moving to a service-oriented architecture. You are then asked a number of questions to test your understanding of the JK Enterprises case study.
Requirements
You are given the following document to read: Introduction to JK Enterprises case study Note The JK Enterprises case study can be found in Appendix A of the Student Exercise Guide.
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Student Exercises
Exercise instructions
Preface
Read through the case study found in the document Introduction to JK Enterprises. Fill in your answers to the questions shown below.
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End of exercise
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Exercise 2. Identify and apply SOA scenarios to the JK Enterprises case study
What this exercise is about
This exercise, which can be conducted either individually or in a group, validates your understanding of SOA scenarios, their solution patterns and realization approaches. You will review the outcome of service identification and design activity undertaken at JK Enterprises. You will then identify realization strategies for the services identified based on the solution patterns and IBM SOA foundation realizations presented in the lecture.
Introduction
In an earlier exercise you were introduced to the business problems faced by JK Enterprises. You also learned that the JK Enterprises project team chose the Account Open business process as the first SOA project. In an earlier demonstration, you were presented with outcome of service identification and design activities. The following information has been given to you: Candidate services that have been identified as a result of performing service-identification activities specified in RUP for SOMA WebSphere Business Modeler was used for modeling account verification process and creating an optimized to-be process model
Copyright IBM Corp. 2005, 2007 Exercise 2. Identify and apply SOA scenarios to the JK Enterprises 2-1
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Student Exercises
Rational Software Architect was used to identify and specify services based on RUP for SOMA guidance. The JK Enterprises project team has decided to use the SOA scenarios to perform the realization of the services that were identified earlier.
Requirements
For this exercise, you will need to review the following demonstrations and lectures: Demonstration: Case study walk-through - Service identification and specification Lecture unit: SOA scenarios
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Exercise instructions
Preface
Realistically, there are many realizations from the SOA scenarios that can be used to implement the candidate services identified for JK Enterprises. Since the complete list of realizations for all the SOA scenarios was not covered by the lecture, you are provided with the following information: You have been given this additional information high-level information to guide you in your selection of SOA realizations for the services identified earlier. You will also need to pay particular attention to the information provided in the requirements section of this exercise.
Service creation
Service creation involves creating flexible, service-based business applications. The team must identify high-value existing IT assets and service-enable them for reuse. In cases where there are no in-house applications that can be service-enabled to fill identified gaps, the team will either develop new services from scratch or select services from third-party vendors. The solution must support the reuse of both CICS and SAP applications.
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Student Exercises
Your job is to realiz e or implement the serv ic e components layer for each of these services . To do this, y ou will need to have an understanding of the solution patterns and realizations prov ided by the SOA scenarios and cov ered in an earlier lecture. Note: The dotted lines between the services and the operational systems in the figure indicate where the operational data for each service is found.
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__ 2. The table below summarizes how the services that have been identified meet the JK Enterprises business challenges.
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__ 3. If you use solution patterns from the service creation and reuse SOA scenario, then the following table can be used as a decision guide to decide on the access pattern for a given use case.
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__ 2. After completing the table above, you can also complete the figure shown below by filling in the service components layer.
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End of exercise
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grown to a total of 11,000 employees through a mix of complementary acquisition and organic growth. JK Enterprises' Customers JK Enterprise targets three primary market segments - retail, small and medium businesses (SMB) and corporate. The retail segment generates the majority of the revenue but, is the least profitable. The SMB segment is a new focus area for JK Enterprises but growth has been slow due to both a lack of IT infrastructure required to support the segment and the need to produce products targeted specifically at this segment. Finally, with the latest acquisition of Jensen Incorporated, JK's corporate segment has increased and currently is the most profitable. JK Enterprises Challenges Though, JK Enterprises is successful, they are plagued with several issues that are preventing them from maximizing profits. JK Enterprises Customer Account On-boarding process is poorly designed inhibiting their ability to bring new customers onboard. In addition, JK Enterprises' sales channels are inconsistent across market segments. As a result, bringing new customers onboard has delayed and keeping existing customers loyal remains a problem. Looking at the root problems with the Account On-boarding process, we see that in 2000 JK Enterprises acquired Jensen Incorporated and in turn acquired a huge high-end corporate customer base. JK Enterprises had little experience with this market segment and thought they could easily absorb these new customers into their existing organization easily. In reality, they found that most corporate customers were unwilling to use the traditional web channels, needed custom interfaces and demanded that JK systems interfaced directly with their systems. To appease the corporate customers, JK ended up keeping most of the heterogeneous systems and bringing on a new corporate customer meant custom IT work. This has resulted in a rise in IT costs along with a reduction and delay of profits. JK Enterprises' customers expect consistency across sales channels which include the web, storefront, customer call centers and distributors. Corporate and SMB customers use all but the storefront while retail customers use all but the distributors. Across the customer base, price inconsistencies and varied user experiences have been problematic the web does not reflect sales and promotional items seen in the storefronts and as items go on sale in the storefronts, the corporate and SMB prices do not reflect these changes. The structure of JK Enterprises Information Technology (IT) organization and its environment perpetuate these problems. The IT
A-2 Getting Started with SOA Copyright IBM Corp. 2005, 2007
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organizations act in silos using 40 plus different development tools and a wide array of applications across multiple platforms. The organization lacks an end-to-end development methodology as well as governance processes to support the re-use of components or services across the organization. Figure 1. JK Enterprises Current IT environment
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Account application issues are: Complex application forms Different format and information required for applications for different products, when they could use the same format. Errors due to re-keying of information. Information is re-keyed from paper applications as well as between different, disconnected systems. Lack of single customer view. There are multiple systems that include customer and account information at the company. The primary system is an operational CRM, which is considered to be the master source of data for customer name, address and relationship information. Account verification issues are: No single, consistent view of the customer Too many customer applications are declined because of different regional credit scoring policies. Credit checks are faxed or called in to the credit checking agency. This takes too long and is too expensive. Too many applications are referred for credit checks. Account activation issues are: Manual updates to multiple systems are required to activate the account. The data is re-keyed into the ERP system, a data warehouse and billing system. The Solution Putting the Pieces Together JK Enterprises is on the helm of a transformation. JK Enterprises understands the key problems that are inhibiting them from reaching their goals and has asked IBM to help them plan and implement this transformation using Service Oriented Architecture (SOA) and IBM's proven methods. With the flexibility and interoperability that SOA provides, JK Enterprises will be able to enable change and marry both business and IT together effectively to transform and increase the value of their company. Revolution through SOA Adoption
JK Enterprises' decision to adopt SOA was driven by the need to improve business agility and flexibility - providing the ability to respond quickly to new business opportunities and competitive threats.
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To achieve this goal, JK must transform into a componentized enterprise by defining business services and then by building an infrastructure that enables reusable business services to be accessed in a consistent fashion from any channel and any part of the business. This platform must be measurable, not only technically but also with business level metrics. JK is aware that this is a huge effort and presents many challenges such as what are the best way to create services for re-use across the organizations and what are the best practices for governing these services. However, with the support of their partners from IBM, JK is confident that they can successfully transform their enterprise. Figure 2. JK Enterprises componentized architecture
Leading the Charge The Account Open Project The Account Open Project is JK Enterprises' first SOA implementation. The project focuses on optimizing the account opening and verification steps across all of their market segments and supporting this function across all channels. The resulting process will significantly reduce the time required to onboard a new customer bringing in revenue faster and improving the bottom line. In addition, because the process is shared across channels, it will enforce a consistent experience resulting in improved customer satisfaction.
As part of the project, additional services will be designed and implemented to support information integration, interaction and collaboration, human task management and business rules to name a few these new services will supplement the enterprise services already in place to support the Account Open process.
At the core of the project is the application of Service Oriented Architecture (SOA). SOA refers to a way of designing and running the software portion of an information technology infrastructure so that it
Copyright IBM Corp. 2005, 2007 Appendix A. JK Enterprises case study A-5
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supports the various individual and interrelated functions that are needed to operate a particular enterprise. The SOA approach breaks down a company's business tasks (such as checking customer credit or opening a new bank account) and the underlying IT into reusable components or services." These services can be combined and recombined as clients' business needs change.
There are four approaches to implementing SOA. Each of them are steps can build on each other leading to the fourth level enterprise-level adoption. 1. SOA-related technology adoption focuses on an SOA-related technology project, such as web services or BPEL implementation. 2. SOA preliminary deployment or pilot project which transforms a single business process such as account opening into a SOA environment 3. Business solutions adoption which addresses a company's specific business problem usually within a process or business component 4. Enterprise adoption or transformation where there is a large scale adoption that integrates business and IT at the enterprise level
The Account Open Project will be employing the second approach to SOA focusing on the Account Open process along with supporting infrastructure such as security and governance measures. The team will commit to implementing the account open pilot project in 6 months and then will report back to the CIO office to assess and define the next phase for JK Enterprises to reach its long-term goal of transforming their entire business through SOA.
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