

Abstract: "The Department of Defense (DoD) is perhaps the largest and most complex organization in the
world. It manages more than twice the budget of the world's largest corporation, employs more
people than the population of a third of the world's countries, provides medical care for as many
patients as the largest health management organization, and carries five hundred times the
number of inventory items as the world's largest commercial retail operation." - DoD Enterprise Transition Plan, September 2005

Through SOA, the DoD's business IT solutions are being united via an infrastructure and standards-based pattern termed the Business Operating Environment (BOE). As a result, many of the projects and interrelated sub-projects that drive these mission areas are fundamentally based on the development of services through SOA and service-orientation with the support of proven principles and patterns. This article explores how the BOE relates to common SOA principles and patterns.

The following article is comprised of an excerpt from SOA Design Patterns [REF-1] and references patterns published at SOAPatterns.org [REF-2].


Introduction

In 2005, the U.S. Congress passed the National Defense Authorization Act for FY2005
to modernize and streamline automated business systems within the DoD with the purpose
of improving organizational agility and increasing the value of IT in general, while also
reducing the historically escalating operational IT costs.

This legislation resulted in the creation of the Business Enterprise Architecture (BEA),
which serves as the master blueprint for guiding and constraining the DoD's investments
in business systems. These investments total to approximately 53% of the DoD's IT
budget, roughly equivalent to the sum of the remainder of the budget for the entire U.S.
Federal Government.

In 2006, the Business Mission Area (BMA) decided to plan and manage these investments
via an architectural approach based upon SOA as a means of achieving modularity, interoperability,
and the DoD's overall goals of "net-centricity" and disciplined information
sharing.

Through SOA, the DoD's business IT solutions are being united via an infrastructure and
standards-based pattern termed the Business Operating Environment (BOE). The other
DoD mission areas (Warfighting, DoD Intelligence, and the Defense Information Environment)
are following this same approach. As a result, many of the projects and interrelated
sub-projects that drive these mission areas are fundamentally based on the
development of services through SOA and service-orientation.


The Business Operating Environment (BOE)

Due to the scale, complexity, and diversity faced by project teams when progressing with
SOA adoption and roll-out efforts, the DoD developed a strategy with guiding principles
that correlate with service-orientation design principles and with approaches that apply
many established SOA design patterns. This strategy is represented by the BOE, and
because it encompasses many SOA design patterns, it can therefore itself be considered
compound pattern.

|
Figure 1: The BOE can be represented as a broad compound pattern encompassing
SOA design and governance patterns, as well as a number of patterns
specific to the DoD.
|
The emphasis of the BOE is to enable the incremental, phased adoption of SOA within
DoD enterprise environments by framing individual service-oriented architecture implementations
in support of the overarching business vision and supporting enterprise architectures.
Within the BMA, it is intended as a key realization of the DoD's vision for a Global
Information Grid and to also integrate and leverage the DoD common SOA infrastructure
by establishing a set of core enterprise services and standards to be used across all DoD
Components (departments, divisions, organizations that comprise the DoD) and Mission
Areas.

This framing approach essentially relies on the identification of the key parts and requirements
of an effective service-oriented technology architecture implementation and then
guides the development, acquisition, and incorporation of services across multiple business
units within the overall enterprise. As such, it sets a model for various parts of the
enterprise to follow as they transition to and standardize on service-orientation. The BOE
defines and helps propagate a common shared vision of how IT enterprises create and
deploy services, resulting in a target state whereby shifts in business and IT strategy can be
accommodated at the speed of service composition.

Within the DoD, the BOE essentially establishes a modernized, services-based IT
ecosystem.


Principles, Patterns, and the BOE

The BOE is based upon a set of guiding principles formulated to keep the delivery of business
capabilities aligned with the net-centric guidance of the DoD while providing support
for business transformation. BOE guiding principles individually correspond and relate to
a number of SOA design patterns, as well as the service-orientation principles (Figure 2)
documented in Thomas Erl's SOA Principles of Service Design [REF-3].
|
Figure 2: BOE guiding principles have a strong relationship with service-orientation principles and share many common goals.
|

The following sections highlight how BOE guiding principles relate to SOA design patterns
and service-orientation design principles.

Incorporation of Information Assurance (IA)

Information assurance relates specifically to information security. This guiding principle
states that the development and application of the BOE will incorporate IA requirements
as a core part of the DoD infrastructure and in conformance with pre-defined security standards
and directives. Security patterns, such as Direct Authentication, Brokered
Authentication, Data Confidentiality, and Data Origin Authentication,
can play a key role in supporting the goals of this guiding principle.

Adherence to Standards

Vendor neutrality and openness is advocated throughout a technology architecture and
realized through the adherence to open standards for consistent system and data interoperability.
This is supported by the Standardized Service Contract principle but can also be
associated with service-orientation as a whole when it represents the standard paradigm for
solution design.

Data Visibility, Accessibility, and Understandability to Support Decision Makers

In support of attaining the goals of DoD Business Transformation and carrying out various
related activities (including those described in the DoD Net-Centric Data Strategy and the
DoD Net-Centric Services Strategy), business data and services need to be easily located,
understood, and reused by authorized users.

To follow this guiding principle, pre-defined protocols and other forms of standardization
are applied to information sharing in general. While this is directly supported by the
Standardized Service Contract, Service Discoverability, and Service Reusability principles,
it also requires the successful application of patterns such as Canonical Schema,
Contract Centralization, and Canonical Protocol to ensure consistent
interoperability.

When working with data from legacy repositories, common Service Broker patterns,
such as Data Model Transformation and Protocol Bridging, may be further
required. Also worth noting is that due to their utility-centric nature, data services are generally
reliant upon the application of Utility Abstraction.

Loosely Coupled Services

The BOE is very much focused on the creation of independent business services in support
of the overall DoD SOA initiative (and building upon core infrastructure capabilities provided
by the Defense Information Systems Agency). Its ultimate goal is to establish a "suite" of loosely coupled services and service-oriented solutions to automate cross-enterprise
business processes.

While this is clearly aligned with the Service Loose Coupling design principle, it is also supported
by the Service Autonomy principle due to the emphasis on establishing independent
services that can be readily composed. Service Statelessness may also play a part in
realizing the goals of this guiding principle when scalability issues arise.

Because the goal of establishing collections of loosely coupled services is foundational to
service-oriented computing in general, this guiding principle can be supported by the
application of most SOA design patterns.

Authoritative Sources of Trusted Data

Metadata repositories should be provided for business data asset and service producers so
that such data sources can be registered and become visible to potential consumers. When
associated with the discovery of data services this can relate to the Service Discoverability
principle as well as Metadata Centralization.

Positioning data assets and services as authoritative sources of data relies upon the application
of Official Endpoint, the compound pattern comprised of Logic Centralization and Contract Centralization.

When following this guiding principle on a data architecture level, Schema Centralization can become necessary to ensure that individual document schemas provide standardized
representations of data sources as well as providing data service consumers with
the means to understand the data provided.

Metadata-Driven Framework for Separation from Technical Details

Users and consumers are separated from technical and implementation details by requiring
access to only the metadata describing the character and invocation interfaces of the
services, as opposed to the underlying technology platforms and approaches used for
implementation. This builds upon the search, discovery, and registry extensions established
by the preceding guiding principle to create an environment wherein service implementations
can be independently governed and evolved without impacting those that use
and bind to them.

The Service Abstraction principle embodies the fundamental concepts of information hiding
in support of these goals so that services are positioned as black boxes that can be subject
to a variety of governance patterns, such as Service Refactoring and Service
Decomposition.

Support Use of Open Source Software

Open source software solutions will be viewed and used on an equal basis with regular commercial
offerings, thereby enabling the DoD to leverage the cost savings and source code
availability of open source software.

With the increasing amounts of services-centric open source projects, following this guiding
principle opens the door to applying the Service Reusability and Service Composability
principles in new ways by building pure open source or hybrid (open source plus
commercial) service-oriented solutions.

Emphasize Use of Service-Enabled Commercial Off-the-Shelf (COTS) Software

For COTS product acquisitions to be considered, they must provide built-in support for
standardized service interface contracts or for readily producing the same from COTS
services that can be customized and pulled into existing service inventories, as per the policies
and standards outlined as part of the BOE. A related aspect of this requirement is that
COTS functions or capabilities that duplicate common functionality provided by the DoD
and BMA enterprise services should be factored out in favor of invoking or using the DoD
services.

This relates to several service-orientation principles, including Service Reusability, Service
Composability, and Standardized Service Contract. To overcome limitations within (existing
or new) COTS products, it may also be necessary to apply legacy-centric patterns, such
as Legacy Wrapper or any of the Service Broker patterns.

Participation in the DoD Enterprise

Services produced by projects that follow the BOE approach are in compliance with the
overarching DoD enterprise and can interoperate with existing services, such as the DoD
enterprise services, regardless of tier.

Principles focused on repurposing services (such as Service Reusability, Service Discoverability,
and Service Composability) are critical to achieving this goal, as are core design patterns
associated with inter- and intra-inventory interoperability.

Support Mobility - Users & Devices

BOE technology and services should support a wide range of mobile and intermittently-connected
devices. This requires that the Service Reusability principle be applied with different
types of consumers in mind. Multi-Channel Endpoint can directly address the
requirements of this guiding principle, especially when legacy encapsulation is part of the
overall service architecture.


The Future of SOA and the DoD

As SOA adoption continues to grow throughout DoD Components (the Office of the Secretary
of Defense, the DoD Services, the Combatant Commands, DoD Agencies and Field
Activities, etc.), so does the awareness of service-orientation and the necessity for standards,
patterns, and principles to be applied appropriately and consistently. In support of
these objectives, the BOE remains the driving and guiding force behind the numerous SOA
projects that are currently underway in the BMA.


SOADoD.org

There are numerous public documents available about the SOA initiatives at the U.S.
Department of Defense. SOADoD.org is a new portal site dedicated to providing specifications,
project descriptions, and other resources pertaining to the on-going SOA adoption
effort at the DoD.


References

[REF-1] SOA Design Patterns, Thomas Erl et al., Prentice Hall, www.soapatterns.com
[REF-2] SOAPatterns.org Community Site, www.soapatterns.org
[REF-3] SOA Principles of Service Design, Thomas Erl, Prentice Hall, www.soabooks.com/psd/
|
|