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CHOReOS - Large Scale Choreographies for the FI
            foundations and prospects
             Pierre CHÂTEL – Thales




                                                                 Template v6
                                        OW2 Annual Conference
                                           November 24th, 2011
What is CHOReOS ?
Choreography-centric SOA for Services & Things
 Main goal: sustaining decentralized service choreographies
 Specific context: Future Internet (FI), Ultra Large Scale (ULS)
    Focus on Internet of Services and Internet of Things
 Abstract: It revisits choreography-centric SOAs by introducing a
   dynamic development process and middleware for
   coordination of services through choreographies



                                             Ultra
                   Future
                               CHOReOS       Large
                  Internet
                                             Scale



                                                                     2
CHOReOS at a glance
Duration:           European programme:
 October 2010 –     Call FP7-ICT-2009-5
  September 2013       Grant n°257178



Consortium of 15
partners:
 7 industrials
                    Further information:
 8 academics
                     http://www.choreos.eu

Total budget:
 8.665.785 €

                                              3
Consortium
7 industrials        8 academics




                                   4
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      5
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      6
Orchestration vs. Choreography




Orchestration:                         Choreography:
 Local / centralized                   Global / distributed
  perspective                            perspective
 "Each player in the orchestra         “Dancers dance following a
  strictly follows instructions from
  the conductor“                         global scenario, without a single
                                         point of control“
 SOA: Refers to a business
  process, with a specific              SOA: describes a protocol for
  (business) goal                        peer-to-peer interactions

                                                                             7
Choreographies help deal with FI “…ities”
Scalability
 … in the number of users, service instances,
  composed services, …


Heterogeneity
 … in the diversity of service types, technologies, …

Mobility
 … leading to mobile and volatile services…

Awareness & adapability
 … overcoming the volatility of services…
                                                         8
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      9
Initial architectural style for choreographies
 “The software architecture of a system is the set of structures needed to
  reason about the system, which comprise software elements, relations
              among them, and properties of both” (Wikipedia)

Define an architectural style for CHOReOgraphies
 Identify key architectural abstractions for choreographies in the FI
    Revisits the SOA style to face FI challenges
    Web-based services at large (WS* & Rest, B & T)
      Paradigm independent definition of “services”

    Highly heterogeneous interaction paradigms (C/S, P/S, T/S, …)
      CHOReOS Multi-Paradigm Connectors to sustain interoperability

    Choreography-based composition of services
      CHOReOS Coordination Protocol relying on a specific Distributed
     Coordination Algorithm

      Synthesis of decentralized choreographers aka Coordination Delegates



                                                                              10
Dynamic development model
Abstract description of
the CHOReOS software
development process

Common activities, but
structured in a
CHOReOS-specific way

Technology-independent
characterization of the
“strategy” to be used
during the choreography
life cycle

First-level development
process model as BPMN2
process
Diagram                            Deployment and
                                   Execution




                                                    11
Middleware specification
A service-oriented middleware to enable the development and
execution of scalable choreographies by facilitating
 service discovery
 service access
 composition of services
 deployment in the cloud

…while sustaining scalability, interoperability, mobility, awareness &
adaptability!

Specification defines multiple key “components”:
 XSD: eXtensible and scalable Service Discovery
 XSA: eXtensible and scalable Service Access,
    based on an extensible Service Bus (XSB); with two concrete implementations: DSB and
      LSB.
 XSC: eXtensible Service Composition,
    which enacts compositions of FI Business and Thing-based services
 Cloud & Grid facilities, to support the middleware and the choreographies
   that are built on it


                                                                                            12
IDRE specification
The CHOReOS Integrated Dev. & Runtime Environment (IDRE)


            Formally                                      Dynamic
            grounded                                 choreography-
            abstractions and models                         centric
                                               development process




                             Integrated Development
                                   and Runtime
                                   Environment




            Service
            governance, verification,
            and validation              Service-oriented middleware




                                                                      13
IDRE specification
IDRE is all about…
 Defining integration requirements
   Development, design, enactment, governance and monitoring
    requirements for a choreography

 Defining the overall Architecture
   Identifying the integration Dependencies
   Defining the integration Plan


 Implementing the test bed

 Releasing integrated CHOReOS software
   Packaging and delivering software prototypes
   Providing developer and user manuals


                                                                14
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      15
Use cases
3 use-cases, context relevant to CHOReOS
 Passenger-friendly Airport
   Context: air transportation / service to passengers
   Goal: improvements in services provided to passengers
   Scenario particularly suited to illustrate FI/scalability aspects
     Average of 180.000 passengers per day at an Airport like CDG
     Number that varies greatly depending on the airport, time of the day, season, etc.
   CHOReOS innovation highlights
     To enable dynamic rebinding and replacement of services
     To rely on choreographies for coordination



                                               Inside
                               At home                                     In plane
                                               airport
       Image: photostock /
       FreeDigitalPhotos.net




 Mobile-enabled coordination of people
 DynaRoute

                                                                                           16
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      17
Why Community Building?
The goal: extend project value, sustainability
 Enable the pursuit of the development activity beyond
  the official duration and the budget scope of the
  project.


The approach: foster a business ecosystem
 'An economic community supported by a foundation of
  interacting organizations and individuals„


The method: leverage an ecosystem platform
 Infrastructure services: technical resources
 Governance services: decision making rules
 Marketing services: branding & communication
                                                          18
A three-stage process
   Technical Stage    Open Source Stage       Ecosystem Stage


Technical stage
 Define deliverables structure for community sharing
 Select open source licenses

Open source stage
 Move project to an open source community
 Endorse (inside the project) open source governance

Ecosystem stage
 Open to, attract third-party stakeholders
 Develop business/market outreach
                                                                19
Technical stage: open sourcing the IDRE
Why OSS ?
Facilitates deployment of complex technologies
 Helps combine multiple technologies and know-how from
    independent providers
   Makes multi-tier cooperation easier by enhancing trust and reducing
    coordination costs
Lower barriers to access
 Legal barriers: open source licences enable sharing
 Economic barriers: no monetary entry cost

IDRE code structure
 Modular project structure to facilitate third party contributions
Chosen licenses
 IDRE development modules
     Eclipse Public Licence (EPL)
     Affero General Public License (AGPL)
 IDRE runtime modules : Lesser General Public License (LGPL)
 Documentation: Creative Commons License
                                                                          20
OSS stage: Leveraging the OW2 Community
An established open source community
 One of 4 global independent and open communities
 Community highly driven by European interests

Ramping up the open source community
 Leverage current OW2 Members within CHOReOS
 Attract contributors with open source tactics
 Enhance CHOReOS profile (as a mature project) within
  OW2
 Advertise the OSS strategy on the CHOReOS website
 Leverage social networks: Twitter, LinkedIn, Facebook

                                                          21
Ecosystem stage: Future Internet Initiative
   “(…) joint efforts by OW2 Members to develop technical integration
  between projects and business synergies in order to address specific
                             market needs”
Leverage OW2 business ecosystem mechanism
 Initiative led by CHOReOS
   Grouping of scope-bound projects, CHOReOS is the first in
    this initiative
   Inria and OW2 to lead the initiative
   Promote solutions not just packages
 Open up the initiative to non-OW2 members
   Lower barriers to participation
 Market the Future Internet initiative
   Identify initial deployment as Future Internet initiative
    achievement
   Connect with other FP7 projects

                                                                         22
Synergies
Identifying synergies with existing projects
            Orchestra
              “...solution to handle long-running, Service Oriented
               Processes”

           JORAM
              “…distributed MOM… designed with an OSGi based
               services architecture to provide a dynamically
               adaptable messaging server”

           Fractal
              “…a modular, extensible and programming language
               agnostic component model that can be used to design,
               implement, deploy and reconfigure systems and
               applications”

           SOFA
              “...used for dynamic reconfiguration of component
               architecture and for accessing components under the
               SOA concepts”


                                                                       23
Outline
1. Orchestration vs. Choreography
2. Foundations: first year achievements
  1. Initial architectural style for choreographies
  2. Dynamic development model
  3. Middleware specification
  4. IDRE specification
3. Use cases
4. OW2 impact
  1. Community building
  2. OW2 „Future Internet‟ initiative
  3. Synergies
5. Prospects

                                                      24
Prospects (Y2)
1st integration of CHOReOS platform:
 Refined CHOReOS architectural style and conceptual model
   Feedback loop from the development of IDRE
 Instantiation of the CHOReOS dynamic development model
   Stability and interdependencies analysis to support adaptable
    choreographies
 1st Middleware implementations
 1st Governance and V&V tools and infrastructure

Use cases design

Training kits


                                                                    25
Community Building Prospects
Technical stage Y2 outlook:
 Improve website content, SEO; Grow social network usage
  in consortium
 Confirm IDRE structure

Open source stage Y2 outlook:
 Set-up IDRE project on OW2 forge
 Promote software in events (exhibitions, conferences)
 Y3 preview:
   IDRE available for download
   Fast track project to “Mature” status


Ecosystem stage Y2 outlook:
 Launch CHOReOS-led „Future Internet‟ initiative
 Promote initiative along with IDRE OW2 Project

                                                            26
Community Building Prospects
Timeline




                                   27
Contact


                 http://choreos.eu
 Address :
              Pierre CHATEL
              Thales Defence & Security C4I Division

              Campus de Polytechnique
              1, avenue Augustin Fresnel
              91767 Palaiseau Cedex - France
 Mail :
              pierre.chatel@thalesgroup.com
 Phone:
              +33 (0)1 69 41 55 65

                                                       28

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CHOReOS European Project presented at OW2Con2011 in Paris

  • 1. © scillystuff on flickr CHOReOS - Large Scale Choreographies for the FI foundations and prospects Pierre CHÂTEL – Thales Template v6 OW2 Annual Conference November 24th, 2011
  • 2. What is CHOReOS ? Choreography-centric SOA for Services & Things  Main goal: sustaining decentralized service choreographies  Specific context: Future Internet (FI), Ultra Large Scale (ULS)  Focus on Internet of Services and Internet of Things  Abstract: It revisits choreography-centric SOAs by introducing a dynamic development process and middleware for coordination of services through choreographies Ultra Future CHOReOS Large Internet Scale 2
  • 3. CHOReOS at a glance Duration: European programme:  October 2010 –  Call FP7-ICT-2009-5 September 2013  Grant n°257178 Consortium of 15 partners:  7 industrials Further information:  8 academics  http://www.choreos.eu Total budget:  8.665.785 € 3
  • 4. Consortium 7 industrials 8 academics 4
  • 5. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 5
  • 6. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 6
  • 7. Orchestration vs. Choreography Orchestration: Choreography:  Local / centralized  Global / distributed perspective perspective  "Each player in the orchestra  “Dancers dance following a strictly follows instructions from the conductor“ global scenario, without a single point of control“  SOA: Refers to a business process, with a specific  SOA: describes a protocol for (business) goal peer-to-peer interactions 7
  • 8. Choreographies help deal with FI “…ities” Scalability  … in the number of users, service instances, composed services, … Heterogeneity  … in the diversity of service types, technologies, … Mobility  … leading to mobile and volatile services… Awareness & adapability  … overcoming the volatility of services… 8
  • 9. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 9
  • 10. Initial architectural style for choreographies “The software architecture of a system is the set of structures needed to reason about the system, which comprise software elements, relations among them, and properties of both” (Wikipedia) Define an architectural style for CHOReOgraphies  Identify key architectural abstractions for choreographies in the FI  Revisits the SOA style to face FI challenges  Web-based services at large (WS* & Rest, B & T)  Paradigm independent definition of “services”  Highly heterogeneous interaction paradigms (C/S, P/S, T/S, …)  CHOReOS Multi-Paradigm Connectors to sustain interoperability  Choreography-based composition of services  CHOReOS Coordination Protocol relying on a specific Distributed Coordination Algorithm  Synthesis of decentralized choreographers aka Coordination Delegates 10
  • 11. Dynamic development model Abstract description of the CHOReOS software development process Common activities, but structured in a CHOReOS-specific way Technology-independent characterization of the “strategy” to be used during the choreography life cycle First-level development process model as BPMN2 process Diagram Deployment and Execution 11
  • 12. Middleware specification A service-oriented middleware to enable the development and execution of scalable choreographies by facilitating  service discovery  service access  composition of services  deployment in the cloud …while sustaining scalability, interoperability, mobility, awareness & adaptability! Specification defines multiple key “components”:  XSD: eXtensible and scalable Service Discovery  XSA: eXtensible and scalable Service Access,  based on an extensible Service Bus (XSB); with two concrete implementations: DSB and LSB.  XSC: eXtensible Service Composition,  which enacts compositions of FI Business and Thing-based services  Cloud & Grid facilities, to support the middleware and the choreographies that are built on it 12
  • 13. IDRE specification The CHOReOS Integrated Dev. & Runtime Environment (IDRE) Formally Dynamic grounded choreography- abstractions and models centric development process Integrated Development and Runtime Environment Service governance, verification, and validation Service-oriented middleware 13
  • 14. IDRE specification IDRE is all about…  Defining integration requirements  Development, design, enactment, governance and monitoring requirements for a choreography  Defining the overall Architecture  Identifying the integration Dependencies  Defining the integration Plan  Implementing the test bed  Releasing integrated CHOReOS software  Packaging and delivering software prototypes  Providing developer and user manuals 14
  • 15. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 15
  • 16. Use cases 3 use-cases, context relevant to CHOReOS  Passenger-friendly Airport  Context: air transportation / service to passengers  Goal: improvements in services provided to passengers  Scenario particularly suited to illustrate FI/scalability aspects  Average of 180.000 passengers per day at an Airport like CDG  Number that varies greatly depending on the airport, time of the day, season, etc.  CHOReOS innovation highlights  To enable dynamic rebinding and replacement of services  To rely on choreographies for coordination Inside At home In plane airport Image: photostock / FreeDigitalPhotos.net  Mobile-enabled coordination of people  DynaRoute 16
  • 17. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 17
  • 18. Why Community Building? The goal: extend project value, sustainability  Enable the pursuit of the development activity beyond the official duration and the budget scope of the project. The approach: foster a business ecosystem  'An economic community supported by a foundation of interacting organizations and individuals„ The method: leverage an ecosystem platform  Infrastructure services: technical resources  Governance services: decision making rules  Marketing services: branding & communication 18
  • 19. A three-stage process Technical Stage Open Source Stage Ecosystem Stage Technical stage  Define deliverables structure for community sharing  Select open source licenses Open source stage  Move project to an open source community  Endorse (inside the project) open source governance Ecosystem stage  Open to, attract third-party stakeholders  Develop business/market outreach 19
  • 20. Technical stage: open sourcing the IDRE Why OSS ? Facilitates deployment of complex technologies  Helps combine multiple technologies and know-how from independent providers  Makes multi-tier cooperation easier by enhancing trust and reducing coordination costs Lower barriers to access  Legal barriers: open source licences enable sharing  Economic barriers: no monetary entry cost IDRE code structure  Modular project structure to facilitate third party contributions Chosen licenses  IDRE development modules  Eclipse Public Licence (EPL)  Affero General Public License (AGPL)  IDRE runtime modules : Lesser General Public License (LGPL)  Documentation: Creative Commons License 20
  • 21. OSS stage: Leveraging the OW2 Community An established open source community  One of 4 global independent and open communities  Community highly driven by European interests Ramping up the open source community  Leverage current OW2 Members within CHOReOS  Attract contributors with open source tactics  Enhance CHOReOS profile (as a mature project) within OW2  Advertise the OSS strategy on the CHOReOS website  Leverage social networks: Twitter, LinkedIn, Facebook 21
  • 22. Ecosystem stage: Future Internet Initiative “(…) joint efforts by OW2 Members to develop technical integration between projects and business synergies in order to address specific market needs” Leverage OW2 business ecosystem mechanism  Initiative led by CHOReOS  Grouping of scope-bound projects, CHOReOS is the first in this initiative  Inria and OW2 to lead the initiative  Promote solutions not just packages  Open up the initiative to non-OW2 members  Lower barriers to participation  Market the Future Internet initiative  Identify initial deployment as Future Internet initiative achievement  Connect with other FP7 projects 22
  • 23. Synergies Identifying synergies with existing projects  Orchestra  “...solution to handle long-running, Service Oriented Processes”  JORAM  “…distributed MOM… designed with an OSGi based services architecture to provide a dynamically adaptable messaging server”  Fractal  “…a modular, extensible and programming language agnostic component model that can be used to design, implement, deploy and reconfigure systems and applications”  SOFA  “...used for dynamic reconfiguration of component architecture and for accessing components under the SOA concepts” 23
  • 24. Outline 1. Orchestration vs. Choreography 2. Foundations: first year achievements 1. Initial architectural style for choreographies 2. Dynamic development model 3. Middleware specification 4. IDRE specification 3. Use cases 4. OW2 impact 1. Community building 2. OW2 „Future Internet‟ initiative 3. Synergies 5. Prospects 24
  • 25. Prospects (Y2) 1st integration of CHOReOS platform:  Refined CHOReOS architectural style and conceptual model  Feedback loop from the development of IDRE  Instantiation of the CHOReOS dynamic development model  Stability and interdependencies analysis to support adaptable choreographies  1st Middleware implementations  1st Governance and V&V tools and infrastructure Use cases design Training kits 25
  • 26. Community Building Prospects Technical stage Y2 outlook:  Improve website content, SEO; Grow social network usage in consortium  Confirm IDRE structure Open source stage Y2 outlook:  Set-up IDRE project on OW2 forge  Promote software in events (exhibitions, conferences)  Y3 preview:  IDRE available for download  Fast track project to “Mature” status Ecosystem stage Y2 outlook:  Launch CHOReOS-led „Future Internet‟ initiative  Promote initiative along with IDRE OW2 Project 26
  • 28. Contact http://choreos.eu  Address : Pierre CHATEL Thales Defence & Security C4I Division Campus de Polytechnique 1, avenue Augustin Fresnel 91767 Palaiseau Cedex - France  Mail : pierre.chatel@thalesgroup.com  Phone: +33 (0)1 69 41 55 65 28