Leveraging Service Oriented Architecture (SOA) to integrate Oracle Applications with SalesForce.com

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1 Leveraging Service Oriented Architecture (SOA) to integrate Oracle Applications with SalesForce.com Presented by: Shashi Mamidibathula, CPIM, PMP Principal Pramaan Systems

2 Agenda Introduction Explore Service Oriented Architecture (SOA) Understand the components of SOA Comparison of Traditional vs. SOA based systems integration A case study Oracle Apps SalesForce.com integration Conclusion 2

3 Introduction Business Case To integrate an organization s disparate systems Approach1: Traditional way of tightly integrating / linking each of the required systems Approach2: SOA way of loosely integrating (coupling) systems using communication points (services) A few real-life examples of SOA Banks: Credit Check of an individual Oracle: Choosing best shipping method in Oracle Shipping Oracle: Connecting Oracle Apps (Mfg / Fin) with Siebel (CRM) Restaurant vs. Food Court 3

4 SOA Overview Service Oriented Architecture (SOA) - An architecture to integrate computational systems using a collection of services that are well connected and communicate with each other. SOA emphasizes on Integration of Services rather than Integration of Applications Architecture based on Standards (OASIS, OAGi, W3C, etc.) and backed by IBM, Oracle, Microsoft, etc. SOA philosophy has been around for at least 10 years Getting more popular with Internet and increasing growth of crossplatform applications 4

5 Services Service: An existing functionality within a system that is exposed (made securely public) and can communicate with its requestor The term Web Services is a sub-set of the term services A service can perform a pre-defined set of activities A service typically looks like this: Service Consumer Service Request Request Response Service Provider WSDL (Web Services Description Language), SOAP (Simple Object Access Protocol) are used to for sending messages (/requests) XML (extensible Markup Language) is the basis 5

6 Traditional vs. SOA Model Traditional Systems Assuming two way communications between each of the systems Number of interfaces required formula: N * (N 1) # of Systems Interfaces Required

7 Traditional vs. SOA Model SOA Based Systems S E R V I C E S Assuming two way communications between each of the systems Number of interfaces required formula: N * 2 # of Systems Interfaces Required

8 Evolution of Software Systems The paper-based approach: Example: Receive customer s order and enter via Fax / mail and feed it into the system The file interface approach: Receive customer s order via a file upload, EDI, etc. The SOA-based approach: Services enable communication between the sender and the receiver 8

9 Evolution of Oracle Applications Client-Server model: Character mode Applications (10.6 and prior) and 10.7SC Difficult to maintain Not so easy to expand Not very scalable Mostly closed systems Three tier Internet architecture (11.0 and beyond) Maintenance is better than in previous versions Not very easy to communicate with external systems (e.g.: Siebel ) Oracle started providing Business Objects and public APIs such as TCA (Trading Community Architecture) Future Oracle SOA based Fusion architecture (Rel. 12 onwards) Promising More Business Objects (BODs), RIA / AJAX based thin webclients and more open for communication 9

10 Advantages of SOA An open, portable and standards-based way of integrating heterogeneous systems Provides a powerful framework for fast and accurate information transfer Loose Coupling enables design of flexible systems Provides a high degree of customization and scalability Optimizes business performance by utilizing existing resources Cost of deploying new applications and customizing existing applications is minimal Data fragmentation avoided and manual processes minimized Upgrades are typically fast and easy to accomplish Avoids vendor lock-in 10

11 Advantages of SOA contd... Avoids Rat s Nest integration of applications Provides a huge Return on Investment (ROI) 70% of IT Budgets are spent on integrating different systems Initial cost of modifying the tightly-coupled application integrations may be high, but significantly fades away over time Many more... 11

12 Oracle s SOA Suite BPA Analyst Tools BAM Analytics Events Monitoring JDeveloper BPEL Process Manager Native Human BPEL Workflow Business Rules Web Services Manager App Dev Framework Enterprise Service Bus Adapters XSLT Transform Routing Security B2B Application Server J2EE, WS-*, Event Services UDDI Registry 12

13 BPEL Business Process Execution Language (pronounced B-pel / biple) Based on native BPEL (standardized) and provides Oracle s additional constructs XML based; used by developers and business analysts to orchestrate web-services Helps assemble the building blocks (services) of SOA BPEL : SOA :: SQL : RDBMS Oracle BPEL Process Manager has a rich set of constructs for building complicated Process Flows Partner Links inside BPEL Process flow expose the enabled services and activities Processes can be defined as Synchronous or Asynchronous 13

14 Customer Case Study Segway, Inc. 14

15 Customer Details Customer Location Line of Business Oracle Applications Version Modules Installed Other external systems Segway, Inc. Bedford, NH, USA Hi-tech manufacturing (innovative two-wheeled, self-balancing human transportation devices) Financials, Manufacturing, CRM modules SalesForce.com online CRM system 15

16 Business Requirements New / existing customers register their purchased products on Segway s web-site facilitated by SalesForce.com online CRM system On a periodic basis, new customer registrations are extracted from SalesForce.com into a flat file and ftp d over to Oracle DB server Customer registration data has to be processed in Oracle Create / synchronize Sales Force's customer data with customers in Oracle Receivables, using TCA architecture s APIs Perform updates to Oracle InstallBase and Oracle Service Contracts using public APIs Provide error logging and data correction mechanism 16

17 Current Interface s Program Design SalesForce.com Extract Customer Data FTP flat file to Oracle DB Server Load data into Oracle Apps staging tables (using SQL*Loader) Update SalesForce With Oracle s Status Synchronize (create/update) customer Info using TCA Update Oracle InstallBase (API) Error Log Update Oracle Service Contracts (API) Oracle ERP 17

18 Limitations of traditional interfaces Too many manual processes which could lead to data discrepancy No real time data synchronization Cost of maintenance is high Development efforts from Oracle Applications side Development efforts from SalesForce.com side Manual / programmatic efforts in updating statuses Difficult to add additional systems as these two systems are tightly integrated Future releases for either of these systems may lead to more design and development efforts 18

19 Steps for Making the Interfaces SOA-Enabled Identify the Processes Activities that can be converted as services Identify the type of communication required between the two systems Check if the two vendors publish the required services / activities Publish / Define the services All standards should be adhered to Security should not be compromised Orchestrate / compose the services to create an end-to-end business process, using BPEL Process Manager 19

20 SOA Enabling systems... contd. ERP/ Legacy Apps Portal Custom Apps & Services Security Reliability Logging Failover Dynamic Routing Process Flow Logic Web Application WS Monitoring Optimization Web services API BUSINESS SERVICES XML/XML Schema GATEWAY WS-Security ORCHESTRATE BPEL INTERACT/ACCESS PORTAL JSR-168 MONITOR & OPTIMIZE BAM WSDL/WSIF WS-Policy, SAML XSLT/XQuery Struts/JSF JMX SOAP JCA JMS Web Services Mgmt Source: Oracle Corp. 20

21 Identify Services SalesForce.com Extract Customer Data FTP flat file to Oracle DB Server Load data into Oracle Apps staging tables (using SQL*Loader) Synchronize (create/update) customer Info using TCA Update SalesForce With Oracle s Status A SalesForce.com service to extract and send required customer data Oracle ERP Update Oracle InstallBase (API) Update Oracle Service Contracts (API) Error Log An Oracle Apps based service to perform required actions in Oracle 21

22 Define Services Communication with SalesForce Service Multi Step process 1. Get authorized by SalesForce: Takes a pre-defined / dynamically passed User ID and password required to authenticate within SalesForce. If authenticated, receive the Session ID from SalesForce. Assign activity that copies Userid and Password to be passed Invoke activity that calls SalesForce via SOAP web service port for authentication Assign activity that copies the received Session ID from SalesForce (only if authorized) 22

23 Define Services - 2 Communication with SalesForce Service 2. Query SalesForce for customer Data: Build a query string using SalesForce s SForce Object Query Language (SOQL) and get the results, using query operation provided by SalesForce. Use querymore operation for > 2000 records. Invoke activity that builds the query and places a request to SalesForce for new Customer Registrations Assign activity that copies the received customer data from the resultset into a predefined variable (SalesForce Partner Link) 23

24 Define Services - 3 SalesForce Service List of Operations Allowed by SalesForce Service (from SalesForce.com) 24

25 Calling Concurrent Program within the Service Communication with Oracle Applications 1. Get authentication from Oracle Applications 2. Execute the concurrent program within Oracle Applications, to process the customer registration data, obtained from SalesForce Assign activity to set the concurrent program details Assign activity to set Oracle Applications Context (Org-ID, responsibility, username,etc) Invoke activity to call the concurrent program 25

26 Updating SalesForce s customer records Communication with SalesForce 1. Get authentication from SalesForce 2. Build an update string using SalesForce s SForce Object Query Language (SOQL) to perform an update 3. Using the update operation provided by SalesForce, update SalesForce to indicate the transfer of records Invoke activity update records in SalesForce NOTE: This process could be modified to receive the customer number, etc. from Oracle Applications and accordingly update SalesForce system. 26

27 Conclusion SOA is not a hype, it is here to stay It would be the choice / basis for developing next-generation connected applications SOA is still evolving and hence has a lot more to offer in the future SOA should be an organizational philosophy not just for Technical team / Business analysts Time to get started with making your existing applications serviceoriented Start with a simple interface / integration to get a feel of it Be Secure and Encrypt wherever needed Get equipped with required knowledge and training 27

28 Q & A 28

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