SOA治理 : 云环境中的共享服务治理

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 Versioning Stages

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 REST Services

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 IT Resources

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 Common Pitfalls)

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 Versioning Stages

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 Data Management

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 REST Services

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

《服务计算技术丛书：SOA治理·云环境中的共享服务治理（英文版）》是作者多年采用面向服务架构（SOA）和面向服务技术建立IT治理控制项目的工程实践经验总结，清晰地介绍了如何构建SOA治理，并通过具体步骤引导读者进行工业治理实践。通过研究实例，《服务计算技术丛书：SOA治理·云环境中的共享服务治理（英文版）》论述了如何定义和放置规则、组织角色、流程、标准和业务度量，全面、直观地描述了角色、流程、规则和项目阶段之间的交叉引用和映射。通过学习本书，读者能够用这些治理控制去创建自己的用户SOA治理系统。

定义了SOA治理，介绍了SOA治理的规则和流程。介绍了如何识别有组织的角色，并将其与SOA治理相关联将设计时期和运行时期的SOA工程用SOA治理控制联系起来。介绍了针对共享服务的治理细节，基于云服务的角色、规则和因素介绍了用活力触发器持续不断地管理共享服务。介绍了业务信息文档和政策的SOA治理控制。