Give your ERP some REST with p2ee



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Data-centric, network-based Architecture for ERP Applications OSCON - San Jose, CA - July 2009

Table of Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

Large Information Systems Enterprise Integration Components that: Collect Process Store Distribute Four Main Types Operational Knowledge Administrative Strategic

(cont...) Integrate and coordinate processes Eliminate Information Islands Main impact areas Finance Manufacturing Logistics Sales and Marketing Human Resources

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

Government

Manufacturing

Oil & Gas

Common model for ERP

Generalization

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

ERP s Ugly Cousins Excessive cost: Licenses + Services Breadth and depth are inversely proportional ERP is Enterprise Resource Planning Is not A THING: Monolithic is simply wrong Reality check: Most of the real business is actually run on spreadsheets! IT s ERP-related power is unhealthy

Contents Personal Motivation The Challenges for FOSS 1 2 Personal Motivation The Challenges for FOSS 3 4

Been there! Personal Motivation The Challenges for FOSS Experience with (against?) ERP > 5 dozen projects in over 17 years: EAM, RCM, SCM Have seen the failures first hand! Competed with SAP, Oracle, BPCS, JDEdwards, etc... Participated in ISA S95 (ISO/IEC 62264), parts 3 and 4 First in the world B2MML interface with SAP Chicago, Brussels & SAP Philadelphia 2004

ERP and FOSS Personal Motivation The Challenges for FOSS Monolithic!= FOSS Impossible to compete on equality of terms. Language / Platform competition between communities. Thousands of existing great FOSS applications Focus on Domain, Boundaries and Information Flows

Contents Personal Motivation The Challenges for FOSS 1 2 Personal Motivation The Challenges for FOSS 3 4

Personal Motivation The Challenges for FOSS Domain, Boundary and Information Flow Example: Project Management The model: PMI Gnome Planner (GTK/Desktop) - Planning Saves in XML dotproject (PHP/Web) - Execution & Control Works on RDBMS

The actual challenge Personal Motivation The Challenges for FOSS Clearly Understand: Domain, Boundary and Information Flows A common, universal interface CORBA SOAP WS* Well, how about just plain ol REST?

Example S95 Personal Motivation The Challenges for FOSS

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

p2ee is... RESTful Catalyst-based ERP Framework

p2ee is... An idea for other languages, platforms 100% REST Architecture Ideal for Web 2 Applications Client-side templating (Jemplate) No sync problems with server side view Full Workflow / BPM No need for ACL and complex screen logic Integrate-able Distributable Scalable

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

RPC over HTTP - WRONG!

Typical Web Application Uses HTML Forms to present database records HTML Forms are limited to HTTP POST and GET Forms are posted to an action URL Most functionality is basically CRUD Process is usually enforced by Role-based control on actions Process is modeled through document routing Role-based security + document status

Problems of the RPC Style Is not Web! - At least not Internet-scale Web... Not very scalable (Server-side sessions, shopping carts, etc.). Problems passing multiple trust boundaries. Interface is not generic with standard semantics. Exposing the API is not a good idea in general. SOAP, XML RPC are even worse! Caching becomes a problem. Reduced Visibility

Contents 1 2 Personal Motivation The Challenges for FOSS 3 4

REST Universal Interface

Based on Resources Business Application Resources URL to the application itself Business Element Resource Inventory part Invoice Business Process Resources States, Actions and Fields

Simple!= Bland

p2ee is... ERP framework on top of Catalyst Based on the REST Architectural Style Can be done in any language Integrate-able Can easily evolve and adapt Pure workflow/bpm, no need for ACL Simple HTTP Authentication

Current State Finishing BPR stuff Extend/compolete Workflow.pm field types Ideas for other business app communities: Common model for BER, BPR, etc. Common Model for Business Archetypes

REST of 2009 Inventory Management Purchasing Sales Purchase Orders Purchase Invoices AP Transactions Sales Orders Sales Invoices AR Transactions

Next Year Part hierarchies, BOM Rotable/Serialized Items Basic Equipment Master If we get VC: Location Hierarchies Equipment / Location (IDEF0-RCM) Reliability Centered Maintenance

Come join us! Users Sponsors JavaScript / JQuery Experts Domain Experts CPAN packaging volunteers Catalyst plugin packagers Documenters