SOA Governance: Governing Shared Services On-Premise & in the Cloud

This book begins with Chapters 1 and 2 providing introductory content and case study background information, respectively. All subsequent chapters are grouped into the following parts:
– Part I: Fundamentals
– Part II: Project Governance
– Part III: Strategic Governance
– Part IV: Appendices

Below are descriptions of individual parts and chapters:

Chapter 1: Introduction

This chapter establishes the scope and structure of the book by providing an overview of the primary topic areas along with chapter descriptions and information regarding conventions and supplemental resources.

 

 

 

Chapter 2: Case Study Background

The chapters in this book contain numerous case study examples, all of which relate back to the case study background information established in this chapter. Appendix A concludes the case study storylines with a brief summary.

 

 

 

Part I: Fundamentals

Chapter 3: Service-Oriented Computing Fundamentals
Chapter 4: SOA Planning Fundamentals
Chapter 5: SOA Project Fundamentals
Chapter 6: Understanding SOA Governance

 

Chapter 3: Service-Oriented Computing Fundamentals

This chapter begins with an overview of key terms and concepts associated with SOA, service-orientation, and cloud computing.

 

 

 

Chapter 4: SOA Planning Fundamentals

Foundational critical success factors (pillars), funding models, and basic maturity levels are described in this chapter. The “Pillars of Service-Orientation” are referenced in several subsequent chapters, especially in relation to maturity assessment and the SOA Adoption Planning project stage.

 

 

Chapter 5: SOA Project Fundamentals

This chapter provides introductory coverage of SOA project lifecycle stages, organizational roles, and the usage of service profiles. The project stages and organizational roles in particular are revisited through chapters in Parts II and III, as they relate to various SOA governance precepts and processes.

 

 

Chapter 6: Understanding SOA Governance

This must-read chapter establishes fundamental terminology and concepts pertaining to IT governance and SOA governance. Topics include an explanation of precepts and processes, the involvement of people and organizational roles, the SOA governance system, the SOA governance program, and the SOA Governance Office (SGPO).

 

 

 

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 Versioning Stages

 

Chapter 7: Governing SOA Projects

Part II begins with topics that explain how SOA project governance is approached, along with a series of overarching SOA governance precepts that apply to various project stages. This chapter concludes with a section dedicated to SOA Adoption Planning and establishes governance controls specific to this stage.

Precepts and processes covered in this chapter:
– Service Profile Standards
– SOA Governance Technology Standards
– Preferred Adoption Scope Definition
– Organizational Maturity Criteria Definition
– Standardized Funding Model
– Organizational Governance Maturity Assessment
– Adoption Impact Analysis
– Adoption Risk Assessment

Chapter 8: Governing Service Analysis Stages

A set of SOA governance controls, rules, and regulations are provided for the analysis and modeling of individual service candidates, as well as collections (or inventories) of services that need to be modeled in relation to each other.

Precepts and processes covered in this chapter:
– Service Inventory Scope Definition
– Service and Capability Candidate Naming Standards
– Service Normalization
– Service Candidate Versioning Standards
– Business Requirements Prioritization
– Service Candidate Review

 

Chapter 9: Governing Service Design and Development Stages

The physical design of service contracts and service architecture and logic are addressed in this chapter in relation to SOA governance precepts, processes, and organizational roles that are involved primarily to establish various standards, conventions, and compliance review processes.

Precepts and processes covered in this chapter:
– Schema Design Standards
– Service Contract Design Standards
– Service-Orientation Contract Design Standards
– SLA Template
– Service Logic Design Standards
– Service-Orientation Architecture Design Standards
– Service Logic Programming Standards
– Custom Development Technology Standards
– Service Contract Design Review
– Service Contract Registration
– Service Access Control
– Service Logic Design Review
– Legal Data Audit
– Service Logic Code Review

Chapter 10: Governing Service Testing and Deployment Stages

Quality assurance and testing activities are covered, along with steps required to deploy and maintain service implementations. For each of these topics, further governance controls and approaches are documented.

Precepts and processes covered in this chapter:
– Testing Tool Standards
– Testing Parameter Standards
– Service Testing Standards
– Cloud Integration Testing Standards
– Test Data Usage Guidelines
– Production Deployment and Maintenance Standards
– Service Test Results Review
– Service Certification Review
– Service Maintenance Review

Chapter 11: Governing Service Usage, Discovery, and Versioning Stages

We conclude this part with a look at governance topics and controls that regulate the runtime usage of services, as well as their post-implementation discovery and versioning. The Service Usage and Monitoring stage in particular is where a range of metrics are documented and further links to upcoming SOA governance vitality triggers and activities are established.

Precepts and processes covered in this chapter:
– Runtime Service Usage Thresholds
– Service Vitality Triggers
– Centralized Service Registry
– Service Versioning Strategy
– SLA Versioning Rules
– Service Retirement Notification
– Service Vitality Review
– Service Registry Access Control
– Service Registry Record Review
– Service Discovery
– Shared Service Usage Request
– Shared Service Modification Request
– Service Versioning
– Service Retirement

 

Part III: Strategic Governance

Chapter 12: Service Information and Service Policy Governance
Chapter 13: SOA Governance Vitality
Chapter 14: SOA Governance Technology

 

 

Chapter 12: Service Information and Service Policy Governance

Several additional SOA governance precepts and processes are documented in this chapter, primarily focused on the modeling, design, and standardization of business data and related models. Many of the artifacts advocated by these governance controls relate back to early SOA project stages.

Precepts and processes covered in this chapter:
– Enterprise Business Dictionary/Domain Business Dictionary
– Service Metadata Standards
– Enterprise Ontology/Domain Ontology
– Business Policy Standards
– Operational Policy Standards
– Policy Centralization
– Data Quality Review
– Communications Quality Review
– Information Alignment Audit
– Policy Conflict Audit

Chapter 13: SOA Governance Vitality

The concept of governance vitality is described in this chapter, along with explanations of common vitality triggers and vitality process activities. These are associated primarily with product service usage, but are also of strategic relevance for the on-going evolution of services and collections of services.

 

 

Chapter 14: SOA Governance Technology

This chapter begins by establishing primary categories of SOA governance technologies, and then proceeds to document common types of tools and products used to help automate various governance tasks throughout SOA project stages.

 

 

 

Part IV: Appendices

The remaining appendices conclude this book with further supporting content.

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 REST Services
Appendix G: Mapping Service-Orientation to RUP
Appendix H: Additional Resources

Appendix A: Case Study Conclusion

This appendix provides a breif conclusion of the case study storyline.

 

 

 

Appendix B: Master Reference Diagrams for Organizational Roles

Throughout the chapters in Parts II and III, SOA governance precepts and processes are mapped to each other and to organizational roles within a given project stage and beyond. However, the mapping of an organization’s roles is limited to a given project stage because many of the same roles are associated with multiple project stages.

This appendix provides a global, cross-project stage mapping diagram for each organizational role.

 

Appendix C: Service-Orientation Principles Reference

This appendix provides the profile tables (originally from SOA Principles of Service Design) for the service-orientation design principles referenced in this book.

 

 

 

Appendix D: SOA Design Patterns Reference

This appendix provides the profile tables (originally from SOA Design Patterns) for the SOA design patterns referenced in this book.

 

 

 

Appendix E: The Annotated SOA Manifesto

This appendix provides the annotated version of the SOA Manifesto declaration, which is also published at www.soa-manifesto.com.

 

 

 

Appendix F: Versioning Fundamentals for Web Services and REST Services

As a supplement for Service Versioning topics and related governance precepts, a revised version of the Fundamental Service Versioning chapter from the Web Service Contract Design & Versioning for SOA book is provided here, updated with new content and examples for both Web services and REST services.

 

 

Appendix G: Mapping Service-Orientation to RUP

A newly published paper that provides concrete mapping of various aspects of service-orientation with the rational unified process (RUP).

 

 

 

Appendix H: Additional Resources

A list of relevant Web sites and supplementary resources.