SOA Modeling Patterns for Service-Oriented Discovery and Analysis

MICHAEL BELL is the founder of Methodologies Corporation, a service-oriented architecture-modeling firm. He is a software, modeling, and architecture strategist veteran with twenty-two years of experience in designing, architecting, and building high-volume, real-time trading systems for Wall Street brokerage institutions, investment banking, credit card, and insurance firms, such as JPMorgan, Chase, Citibank, American Express, and UBS PaineWebber. He is the author of Service-Oriented Modeling: Service Analysis, Design, and Architecture and coauthor of Service-Oriented Architecture: A Planning and Implementation Guide for Business and Technology, both published by Wiley.

• Preface xixForeword xxiCHAPTER 1 Introduction 1What is Service-Oriented Discovery and Analysis? 2Service-Oriented Analysis Endeavor 2Service-Oriented Discovery Endeavor 7Service-Oriented Discovery and Analysis Proposition 11Driving Principles of Service-Oriented Discovery and Analysis 13Service-Oriented Discovery and Analysis Modeling 15Service-Oriented Discovery and Analysis Patterns 17Summary 20PART ONE Service-Oriented Discovery and Analysis Road Map Patterns 21CHAPTER 2 Vertical Service Discovery and Analysis: Pursuing Inward and Downward Road Map Patterns 25Service Discovery and Analysis Inward Road Map Pattern 25Service Discovery and Analysis Downward Road Map Pattern 32Deliverables 38Summary 39CHAPTER 3 Horizontal Service Discovery and Analysis: Pursuing Upward and Outward Road Map Patterns 41Service-Oriented Discovery and Analysis Upward Road Map Pattern 42Service Discovery and Analysis Outward Road Map Pattern 46Deliverables 56Summary 56CHAPTER 4 Service-Oriented Discovery and Analysis Best Practices Model: Striving for Balanced Solutions 59Meet-in-the-Middle Service Discovery: Balancing the Identification Venture 59Structural and Contextual Analysis and Modeling: Balanced Solutions 61Focus on Service Discovery and Analysis Cross-Cutting Activities 62Categorization of Services: Reality Check 64Service-Oriented Discovery and Analysis Best Practices Model 64Deliverables 68Summary 68PART TWO Service-Oriented Discovery Patterns 69CHAPTER 5 Top-Down Business Process-Driven Service Discovery Pattern 71Is Business Process Top-Down Service Discovery Practical? 71Documenting Business Processes: Industry Standards 72Understand Business Processes 72Define Business Process Analysis Maturity Level 76Study Documented Business Processes 77Establish Service-Oriented Business Process Model 78Discover Analysis Services 82Deliverables 87Summary 88CHAPTER 6 Top-Down Attribute-Driven Service Discovery Pattern 89Study Business and Technology Discovery Sources 89Attend to the Service Discovery Process 90Institute Core Attributes 91Establish Attribution Model 93Select Attributes for Service Discovery 95Found Decision Model 97Discover Analysis Services 100Establish Service Taxonomy 102Deliverables 104Summary 104CHAPTER 7 Front-to-Back Service Discovery Pattern 105Front-to-Back Service Discovery Model 105User Interface Control Services 106User Interface Content Delivery Services 111User Interface Content Rendering Services 114User Interface Value Services 117Front-to-Back Service Discovery Process 118Deliverables 122Summary 122CHAPTER 8 Back-to-Front Service Discovery Pattern 123Conceptual Data Model Perspective 123Logical Data Model Perspective 127Physical Data Model Perspective 139Back-to-Front Service Discovery Process 139Deliverables 144Summary 144CHAPTER 9 Bottom-Up Service Discovery Pattern 145Bottom-Up Business Functionality–Driven Service Discovery 145Bottom-Up Technology-Driven Service Discovery 152Bottom-Up Reference Architecture–Driven Service Discovery 157Deliverables 163Summary 163CHAPTER 10 Meet-in-the-Middle Service Discovery Pattern 165Integration-Oriented Services 165Common Business Services 172Infrastructure-Oriented Services 175Deliverables 179Summary 180PART THREE Service-Oriented Categorization Patterns 181CHAPTER 11 Service Source Categorization Patterns 183Service Ideas and Concepts 183Service Abstractions 185Legacy Entities: Road-Tested Executables 188Service Portfolio 189Virtual Entities 191Deliverables 191Summary 192CHAPTER 12 Service Structure Categorization Patterns 193Service Structure Model 193Environmental Influences on Service Structure 194Service Structure Categorization Driving Principles 195Atomic Service Structure: Indivisible Pattern 195Composite Service Structure: Hierarchical Pattern 196Service Cluster: Distributed and Federated Pattern 200Deliverables 203Summary 204CHAPTER 13 Service Contextual Categorization Patterns 205Contextual Classification Model: Patterns for ServiceContextual Categorization 205Establishing Leading Service Categories 207Service Subcategories Establishment Process 211Deliverables 219Summary 219PART FOUR Service-Oriented Contextual Analysis Process and Modeling Patterns 221CHAPTER 14 Contextual Generalization Analysis Process and Modeling Patterns 225Contextual Generalization Process 225Contextual Generalization Patterns 232Contextual Generalization Anti-Patterns 240Deliverables 243Summary 243CHAPTER 15 Contextual Specification Analysis Process and Modeling Patterns 245Contextual Specification Process 245Contextual Specification Patterns 250Service Specification Anti-Patterns 258Deliverables 261Summary 261CHAPTER 16 Contextual Expansion Analysis Process and Modeling Patterns 263Contextual Expansion Process 264Contextual Expansion Levels: Organizational Zones for Distribution of Services 265Contextual Expansion Patterns 270Service Contextual Expansion Anti-Patterns 278Deliverables 281Summary 281CHAPTER 17 Contextual Contraction Analysis Process and Modeling Patterns 283Accommodating Demand for Contextual Contraction 283Service Contextual Contraction Benefits 284Service Contextual Contraction Example 285Contextual Contraction Process 286Contextual Contraction Patterns 290Contextual Contraction Anti-Patterns 299Deliverables 301Summary 301PART FIVE Service-Oriented Structural Analysis Process and Modeling Patterns 303CHAPTER 18 Structural Analysis and Modeling Principles: Introduction to Service Structural Notation and Modeling 305Structural Analysis Modeling Principles 305Structural Modeling Notation Introduction 306Aggregation 310Decomposition 311Subtraction 312Coupling and Decoupling 313Compounding 315Unification 316Transformation 318Intersection 319Exclusion 321Clipping 323Binding and Unbinding 324Cloning and Decloning 326Deliverables 328Summary 329CHAPTER 19 Structural Generalization Analysis Process and Modeling Patterns 331Aggregation Analysis: Patterns and Implementation 332Unification Analysis: Patterns and Implementation 339Structural Compounding Analysis: Patterns and Implementation 345Contract Analysis: Patterns and Implementation 351Deliverables 357Summary 357CHAPTER 20 Structural Specification Analysis Process and Modeling Patterns 359Decomposition Analysis: Patterns and Implementation 359Subtraction Analysis: Patterns and Implementation 368Refactoring Analysis: Patterns and Implementation 375Contract Analysis: Patterns and Implementation 382Deliverables 388Summary 388CHAPTER 21 Structural Expansion Analysis Process and Modeling Patterns 389Distribution Analysis: Patterns and Implementation 390Mediation Analysis: Patterns and Implementation 405Contract Analysis: Patterns and Implementation 414Deliverables 420Summary 420CHAPTER 22 Structural Contraction Analysis Process and Modeling Patterns 423Distribution Reduction Analysis: Patterns and Implementation 424Mediation Rollback Analysis: Patterns and Implementation 435Contract Analysis: Patterns and Implementation 444Deliverables 450Summary 450Index 451