Foreword by Massimo Pezzini Foreword by Roberto Medrano CHAPTER 1:Introduction 1.1 About this Book Who this Book is For What this Book Does Not Cover This is Not a Book About SOA Management This is Not a Book About Cloud Computing Governance 1.2 Recommended Reading 1.3 How this Book is Organized Part I:Fundamentals Chapter 3:Service-Oriented Computing Fundamentals Chapter 4:SOA Planning Fundamentals Chapter 5:SOA Project Fundamentals Chapter 6:Understanding SOA Governance Part II:Project Governance Chapter 7:Governing SOA Projects Chapter 8:Governing Service Analysis Stages Chapter 9:Governing Service Design and Development Stages Chapter 10:Governing Service Testing and Deployment Stages Chapter 11:Governing Service Usage,Discovery,and VersioningStages Part III:Strategic Governance Chapter 12:Service Information and Service Policy Governance Chapter 13:SOA Governance Vitality Chapter 14:SOA Governance Technology Part IV:Appendices Appendix A:Case Study Conclusion Appendix B:Master Reference Diagrams for Organizational Roles Appendix C:Service-Orientation Principles Reference Appendix D:SOA Design Patterns Reference Appendix E:The Annotated SOA Manifesto Appendix F:Versioning Fundamentals for Web Services and RESTServices Appendix G:Mapping Service-Orientation to RUP Appendix H:Additional Resources 1.4 Symbols,Figures,and Style Conventions Symbol Legend Mapping Diagrams SOA Principles & Patterns Sections Capitalization 1.5 Additional Information Updates,Errata,and Resources(www.soabooks.com) Master Glossary(www.soaglossary.com) Referenced Specifications(www.soaspecs.com) SOASchool.com? SOA Certified Professional(SOACP) CloudSchool.com? Cloud Certified Professional(CCP) The SOA Magazine(www.soamag.com) Notification Service CHAPTER 2:Case Study Background 2.1 How Case Studies are Used 2.2 Raysmoore Corporation History IT Environment Business Goals and Obstacles 2.3 Case Study Continuation PART I:FUNDAMENTALS CHAPTER 3:Service-Oriented Computing Fundamentals 3.1 Basic Terminology Service-Oriented Computing Service-Orientation Service-Oriented Architecture(SOA) Services Services as Components Services as Web Services Services as REST Services SOA Manifesto Cloud Computing IT Resources Cloud On-Premise Cloud Deployment Models Cloud Consumers and Cloud Providers Cloud Delivery Models Service Models Agnostic Logic and Non-Agnostic Logic Service Composition Service Inventory Service Portfolio Service Candidate Service Contract Service-Related Granularity SOA Design Patterns 3.2 Further Reading CHAPTER 4:SOA Planning Fundamentals 4.1 The Four Pillars of Service-Orientation Teamwork Education Discipline Balanced Scope 4.2 Levels of Organizational Maturity Service Neutral Level Service Aware Level Service Capable Level Business Aligned Level Business Driven Level Service Ineffectual Level Service Aggressive Level 4.3 SOA Funding Models Platform(Service Inventory)Funding Project Funding Model(Platform) Central Funding Model(Platform) Usage Based Funding Model(Platform) Service Funding Project Funding Model(Service) Central Funding Model(Service) Hybrid Funding Model(Service) Usage Based Funding Model(Service) CHAPTER 5:SOA Project Fundamentals 5.1 Project and Lifecycle Stages SOA Adoption Planning Service Inventory Analysis Service-Oriented Analysis(Service Modeling) Service-Oriented Design(Service Contract) Service Logic Design Service Development Service Testing Service Deployment and Maintenance Service Usage and Monitoring Service Discovery Service Versioning and Retirement 5.2 Organizational Roles Service Analyst Service Architect Service Developer Service Custodian Cloud Service Owner Service Administrator Cloud Resource Administrator Schema Custodian Policy Custodian Service Registry Custodian Technical Communications Specialist Enterprise Architect Enterprise Design Standards Custodian(and Auditor) SOA Quality Assurance Specialist SOA Security Specialist SOA Governance Specialist Other Roles Educator Business Analyst Data Architect Technology Architect Cloud Technology Professional Cloud Architect Cloud Security Specialist Cloud Governance Specialist IT Manager 5.3 Service Profiles Service-Level Profile Structure Capability Profile Structure Additional Considerations Customizing Service Profiles Service Profiles and Service Registries Service Profiles and Service Catalogs Service Profiles and Service Architecture CHAPTER 6:Understanding SOA Governance 6.1 Governance 101 The Scope of Governance Governance and Methodology Governance and Management Methodology and Management Comparisons The Building Blocks of a Governance System Precepts People(Roles) Processes Metrics Governance and SOA 6.2 The SOA Governance Program Office(SGPO) 6.3 SGPO Jurisdiction Models Centralized Enterprise SGPO Centralized Domain SGPO Federated Domain SGPOs Independent Domain SGPOs 6.4 The SOA Governance Program Step 1:Assessing the Enterprise(or Domain) Current Governance Practices and Management Styles SOA Initiative Maturity Current Organizational Model Current and Planned Balance of On-Premise and Cloud-based ITResources Step 2:Planning and Building the SOA Governance Program SOA Governance Precepts SOA Governance Processes SOA Governance Roles Additional Components Step 3:Running the SOA Governance Program(Best Practices and CommonPitfalls) Collect the Right Metrics and Have the Right People Use Them Provide Transparency and Foster Collaboration Ensure Consistency and Reliability Compliance and Incentives Education and Communication Common Pitfalls PART II:PROJECT GOVERNANCE CHAPTER 7:Governing SOA Projects 7.1 Overview Precepts,Processes,and People(Roles)Sections 7.2 General Governance Controls Precepts Service Profile Standards Service Information Precepts Service Policy Precepts Logical Domain Precepts Security Control Precepts SOA Governance Technology Standards Metrics Cost Metrics Standards-related Precept Metrics Threshold Metrics Vitality Metrics Case Study Example 7.3 Governing SOA Adoption Planning Precepts Preferred Adoption Scope Definition Organizational Maturity Criteria Definition Standardized Funding Model Processes Organizational Governance Maturity Assessment Adoption Impact Analysis Adoption Risk Assessment People(Roles) Enterprise Architect SOA Governance Specialist Case Study Example CHAPTER 8:Governing Service Analysis Stages 8.1 Governing Service Inventory Analysis Precepts Service Inventory Scope Definition Processes Business Requirements Prioritization People(Roles) Service Analyst Enterprise Design Standards Custodian Enterprise Architect SOA Governance Specialist Case Study Example 8.2 Governing Service-Oriented Analysis(Service Modeling) Precepts Service and Capability Candidate Naming Standards Service Normalization Service Candidate Versioning Standards Processes Service Candidate Review People(Roles) Service Analyst Service Architect Enterprise Design Standards Custodian Enterprise Architect SOA Governance Specialist Case Study Example CHAPTER 9:Governing Service Design and Development Stages 9.1 Governing Service-Oriented Design(Service Contract) Precepts Schema Design Standards Service Contract Design Standards Service-Orientation Contract Design Standards SLA Template Processes Service Contract Design Review Service Contract Registration People(Roles) Service Architect Schema Custodian Policy Custodian Technical Communications Specialist Enterprise Design Standards Custodian Enterprise Architect SOA Security Specialist SOA Governance Specialist Case Study Example 9.2 Governing Service Logic Design Precepts Service Logic Design Standards Service-Orientation Architecture Design Standards Processes Service Access Control Service Logic Design Review Legal Data Audit People(Roles) Service Architect Enterprise Design Standards Custodian Enterprise Architect SOA Security Specialist SOA Governance Specialist Case Study Example 9.3 Governing Service Development Precepts Service Logic Programming Standards Custom Development Technology Standards Processes Service Logic Code Review People(Roles) Service Developer Enterprise Design Standards Custodian Enterprise Architect SOA Governance Specialist Case Study Example CHAPTER 10:Governing Service Testing and Deployment Stages 10.1 Governing Service Testing Precepts Testing Tool Standards Testing Parameter Standards Service Testing Standards Cloud Integration Testing Standards Test Data Usage Guidelines Processes Service Test Results Review People(Roles) Service Administrator Cloud Resource Administrator Enterprise Architect SOA Quality Assurance Specialist SOA Security Specialist SOA Governance Specialist Case Study Example 10.2 Governing Service Deployment and Maintenance Precepts Production Deployment and Maintenance Standards Processes Service Certification Review Service Maintenance Review People(Roles) Service Administrator Cloud Resource Administrator Service Custodian Enterprise Architect SOA Quality Assurance Specialist SOA Security Specialist SOA Governance Specialist Case Study Example Chapter 11:Governing Service Usage,Discovery,and VersioningStages 11.1 Governing Service Usage and Monitoring Precepts Runtime Service Usage Thresholds Service Vitality Triggers Processes Service Vitality Review People(Roles) Enterprise Architect Service Architect Service Administrator Cloud Resource Administrator Service Custodian SOA Security Specialist SOA Governance Specialist Case Study Example 11.2 Governing Service Discovery Precepts Centralized Service Registry Processes Service Registry Access Control Service Registry Record Review Service Discovery Shared Service Usage Request Shared Service Modification Request People(Roles) Service Custodian Service Registry Custodian Technical Communications Specialist SOA Governance Specialist Case Study Example 11.3 Governing Service Versioning and Retirement Precepts Service Versioning Strategy SLA Versioning Rules Service Retirement Notification Processes Service Versioning Service Retirement People(Roles) Enterprise Design Standards Custodian Service Administrator Cloud Resource Administrator Schema Custodian Policy Custodian SOA Governance Specialist PART III:STRATEGIC GOVERNANCE CHAPTER 12:Service Information and Service Policy Governance 12.1 Overview Service Data vs.Service Information Policies 101 12.2 Governance Controls Precepts Enterprise Business Dictionary/Domain Business Dictionary Service Metadata Standards Enterprise Ontology/Domain Ontology Business Policy Standards Operational Policy Standards Policy Centralization Processes Data Quality Review Communications Quality Review Information Alignment Audit Policy Conflict Audit People(Roles) Business Analyst Data Architect Schema Custodian Policy Custodian Service Registry Custodian Technical Communications Specialist SOA Quality Assurance Specialist SOA Governance Specialist 12.3 Guidelines for Establishing Enterprise Business Models Establish a Service Information Governance Council Assign Business Information Custodians Assign Value to Business Information Relate Service Information Governance to Master DataManagement CHAPTER 13:SOA Governance Vitality 13.1 Vitality Fundamentals 13.2 Vitality Triggers Business vs.Technology Changes Types of Vitality Triggers Strategic Adjustments Strategic Business Adjustment Strategic IT Adjustment Industry Shifts Business Shift Technology Shift Metrics Performance Metrics Compliance Metrics Organizational Shifts Periodic Milestone Time 13.3 SOA Governance Vitality Process Identify Activity Assess Activity Refresh Activity Approve Activity Communicate Activity CHAPTER 14:SOA Governance Technology 14.1 Understanding SOA Governance Technology SOA Governance Task Types Manual Governance Automated Governance Design-time Governance Runtime Governance On-Premise Governance Cloud Governance Passive Governance Active Governance SOA Governance Technology Types Administrative Monitoring Reporting Enforcement 14.2 Common SOA Governance Technology Products Service Registries Task Types Technology Types SOA Project Stages Repositories Task Types Technology Types SOA Project Stages Service Agents Task Types Technology Types SOA Project Stages Policy Systems Task Types Technology Types SOA Project Stages Quality Assurance Tools Task Types Technology Types SOA Project Stages SOA Management Suites Other Tools and Products Technical Editors and Graphic Tools Content Sharing and Publishing Tools Configuration Management Tools Custom SOA Governance Solutions 14.3 Guidelines for Acquiring SOA Governance Technology Acquisition Strategies Single Vendor Multiple Vendors Open Source Leased from Cloud Vendor Best Practices Establish Criteria Based on Your Specific Requirements Investigate Customizability Investigate APIs Understand Both Initial and Long-Term Costs Understand Actual Governance Support Take the Time to Create a Quality RFP PART IV:APPENDICES APPENDIX A:Case Study Conclusion APPENDIX B:Master Reference Diagrams for Organizational Roles Service Analyst Service Architect Service Developer Service Custodian Service Administrator Cloud Resource Administrator Schema Custodian Policy Custodian Service Registry Custodian Technical Communications Specialist Enterprise Architect Enterprise Design Standards Custodian(and Auditor) SOA Quality Assurance Specialist SOA Security Specialist SOA Governance Specialist(precepts) SOA Governance Specialist(processes) APPENDIX C:Service-Orientation Principles Reference APPENDIX D:SOA Design Patterns Reference APPENDIX E:The Annotated SOA Manifesto APPENDIX F:Versioning Fundamentals for Web Services and RESTServices F.1 Versioning Basics Versioning Web Services Versioning REST Services Fine and Coarse-Grained Constraints F.2 Versioning and Compatibility Backwards Compatibility Backwards Compatibility in Web Services Backwards Compatibility in REST Services Forwards Compatibility Compatible Changes Incompatible Changes F.3 REST Service Compatibility Considerations F.4 Version Identifiers F.5 Versioning Strategies The Strict Strategy(New Change,New Contract) Pros and Cons The Flexible Strategy(Backwards Compatibility) Pros and Cons The Loose Strategy(Backwards and Forwards Compatibility) Pros and Cons Summary Table F.6 REST Service Versioning Considerations APPENDIX G:Mapping Service-Orientation to RUP Compatibility of RUP and SOA Overview of RUP(and MSOAM) The Pillars of Service-Orientation and the RUP Principles Breadth and Depth Roles and Role Mapping Enterprise and Governance Roles Mapping Service Delivery Project Stages to Disciplines Mapping MSOAM Analysis and Design Stages to RUP Disciplines Service-Orientation and RUP:Gaps Related Reading Bibliography APPENDIX H:Additional Resources About the Authors Stephen G. Bennett Thomas Erl Clive Gee,Ph.D. Robert Laird Anne Thomas Manes Robert Schneider Leo Shuster Andre Tost Chris Venable About the Contributors Benjamin Carlyle Robert Moores Filippos Santas About the Foreword Contributors Massimo Pezzini Roberto Medrano Index
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