Advice To Organisations Embarking On SOA Today

I have been involved with SOA in various roles over the last two to three years, and my thinking has evolved a fair bit over this period. If I was asked to advise an organisation embarking on a major SOA initiative today, I would probably say this to them:

1. The End Goal: Remember that SOA is not about integration but about inherent interoperability. Think health, not medication. SOA is about raising the capability of your systems such that they can easily and inexpensively integrate with others, not about introducing a new, slick technology that will connect your systems together more easily. Simplifying the components of your enterprise and making them easy to understand and connect to will give you SOA. So keep simplicity at the back of your mind all the time, and don't confuse it with expediency, which is the path of least resistance. Simplification could take some effort.

2. Domain Models: Don't waste too much time searching for "the" canonical data model. Most off-the-shelf ones are too high-level and abstract to be useful. And building your own comprehensive dictionary is wasteful and time-consuming. Instead, identify logical owners of different elements of data and let them own the data dictionary for those elements. All services exposed out of these logical domains should use these definitions and it is the responsibility of service consumers from other domains to understand them. Processes that combine services crossing such domains should perform their own mapping between similar data elements. It's necessarily messy and plenty of out-of-band communication will be required at design time. After all, even similarly-named elements may suffer from subtle interpretation errors, so manual discussion and clarification will always be part of a service or process design.

This is not as bad as it sounds because only a subset of data elements managed by a domain is exposed through its service interface, and it's only these that may need translation to the context of their consumers. Don't look to do away with this manual effort through a single canonical data model. That's a wild goose chase, so don't even start.

3. Infrastructure and Connectivity: Try and avoid using message queues unless you're looking at low latency situations like a trading floor, or if there's simply no other way to interface to a legacy system. The queuing paradigm introduces various coordination issues into application design, and implementing message queues requires establishing more complex patterns to solve these gratuitous problems. [I have a larger, philosophical argument about the need to innovate an application protocol on top of an asynchronous, peer-to-peer transport, but let's not confuse the current set of recommendations with that idea.]

In today's world, HTTP-based communication patterns backed up by databases will often do the trick more simply than expensive message queues. Look beyond the apparent need for reliable message delivery. Often, an idempotent operation will suffice to meet the real requirement, and this is quite a standard pattern to implement. Often, queues are used in synchronous (blocking) patterns anyway (to avoid the coordination problems I talked about), so nothing is being gained in an architectural sense by the use of queues. And even asynchronous communications, where required, can be implemented in standard ways over HTTP, so HTTP is quite a universal protocol to use as the logical infrastructural element for your SOA.

ESBs, Service Directories and other "governance" components are often only required to manage the complexity that they themselves introduce. It's amazing what you can achieve with a farm of simple web servers and a database, and still keep things simple and understandable.

4. Service Enablement: Try and avoid the entire SOAP/WS-* stack of technologies if you can. There is a significant complexity overhead associated with this set of technologies, and you will need an expensive toolset to (partially) simplify its use. Look seriously at REST instead. Even though REST advocates don't make the case strongly enough (and sometimes see SOA as an antithetical philosophy), REST is in fact a valid way to do SOA and can usually help to deliver solutions at much lower cost and complexity. The hard part about doing REST is finding good people who can think that way. REST is subtly different from the SOAP/WS-* approach, even though they may just look like different kinds of plumbing to move XML documents around (and I confess that's the way I initially sell REST to corporate skeptics brought up on a diet of vendor-provided Web Services propaganda).

5. Data Contract: Consider alternatives to XML for the data contract. Though this sounds like heresy, XML is heavyweight and cumbersome, and XML manipulation tools in high-level languages (with the possible exception of E4X in JavaScript) are clumsy to use and suffer major impedance mismatches. You will spend more time wrestling with XML than on the service itself. Although many in the web world will immediately recommend JSON, raw JSON is not sufficient to ensure data integrity, because it has hitherto lacked a strong schema definition capability. Maintain a watching brief on the JSON Schema proposal, submitted for approval as an IETF standard. Already, there are JSON Schema libraries in many high-level languages such as Java. It should be possible to define data contracts with as much rigour as with XML, but at a much lower level of complexity. A newer and more compact JSON Schema representation called Orderly is also maturing, which makes this approach simple as well as easy.

So instead of going down the XML rabbit-hole, start with JSON anyway, and incorporate JSON Schema/Orderly as it matures. You will find this works especially well in combination with REST. A quick Proof-of-Concept may convince the skeptics in your organisation (although the opposite result may also occur, with many going away convinced by the speed of this approach that it's either simplistic or too good to be true!)

6. Web Service Implementation: If you're trapped by circumstances into an XML-and-SOAP/WS-* approach, look at the WSO2 suite of commercially-supported Open Source products. Especially look at the WSO2 Mashup Server. Don't be fooled by the name. It's more than just a mashup server. It's a service orchestration engine that (curiously) uses server-side JavaScript as its programming language. The major advantage of JavaScript is the ability to use the E4X library to perform extremely straightforward XML manipulation. Once you use E4X, you will never go back to JAXB or any other XML-processing library. WSO2 Mashup Server allows SOAP or REST services to be consumed, combined and orchestrated, and in turn exposes SOAP or REST services. It's a good way to hedge your bets if you're only half-convinced about REST. The WSO2 suite is also much less expensive than its proprietary rivals, although the real expense is in the heavyweight approach that it unfortunately shares with them.

7. The Paradox: SOA is really all about simplicity, but it's hard to find SOA architects who seek to simplify systems. Conventional SOA practice seems to be about making integration complex through heavyweight approaches, then introducing tools to manage that complexity, tools that require specialist skills to use properly. If done the conventional way as most SOA consultants seem to agree, your SOA initiative will only leave you with additional complexity to manage.

Of course, if you're politically inclined, you will bask in the prestige of a hefty budget and a large team, and can declare victory anyway on the basis of the number of services and processes you have delivered. But if you want to be really successful at delivering SOA (i.e., making your business more agile and able to operate on a sustainably lower cost basis) while keeping your burn rate low along that journey, you would do well to look at boring, unimpressive and even anticlimactic approaches and technologies such as the ones I've listed above. Give the big vendors a wide berth. You don't need to buy technology (beyond the web servers and databases you already have). You certainly don't need to buy complex technology, which is what the vendors all want to sell you.

And don't let the lack of grandeur in this approach worry you. Complexity impresses the novice, but results are what ultimately impress all.

Postscript: Vendor REST is coming. Beware.