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Trust-based Adaptation in Complex Service-
             oriented Systems
      15th IEEE International Conference on Engineering of
                   Complex Computer Systems
                  22-26 March 2010, Oxford, UK


                       Daniel Schall
                 Florian Skopik, Schahram Dustdar



             Distributed Systems Group
       Vienna University of Technology, Austria
             schall@infosys.tuwien.ac.at

                                1
Environment and Motivation

 Open and dynamic Environment
    humans and resources (e.g., services)
    joining/leaving the environment dynamically
    humans perform activities and tasks
 Massive collaboration in SOA/Web 2.0
    large sets of humans and resources
    dynamic compositions
    distributed communication and coordination
 Keep track of the dynamics to control
      future interactions
      resource selection
      compositions of actors
      activity and task assignments
                                   2
Definition of (Social) Trust

 Trust reflects an expectation
   one actor has about another’s future
    behavior
   based on previous interactions
   to perform particular activities
    dependably, securely, and reliably
   within a specified context.


                       3
The Cycle of Trust
   Analyzing Interactions                                           Trust-aware
  Establishing Trust Network                                   collaboration planning
                          trust
                         scope
              WSDL                 Con                                                            Con




                                                                           vi vi ti- ti-
                                                                              AcAc
                                                                             ty ty
                            WSDL                                                                 WSDL

              WSDL
                                                                            Resources




         Monitoring                                                  Executing
         Collaboration                                             Activities/Tasks
                          interaction
                           context 1




                                                                          vi ti-
             WSDL                                                                                WSDL




                                                                             Ac
                                                                            ty
                          WSDL                                                             Resources
                                          Feedback




                                                                          vi ti-
            WSDL                                                                                  WSDL




                                                                             Ac
                                                                            ty
                           interaction
                            context 2

[SEAA09] F. Skopik, D. Schall, S. Dustdar. The Cycle of Trust in Mixed Service-oriented Systems.
         35th Euromicro Conference on Software Engineering and Advanced Applications. Patras,
         Greece, 2009. IEEE.                       4
Foundational Concepts (1/2):
           Flexible Ad-hoc Collaboration
 Activities
    describe work that
     dynamically emerges
     during collaboration
    are performed
     collaboratively
    determine the context
     of interactions
    are a means to
     structure information in
     flexible collaboration
     environments


                                5
Foundational Concepts (2/2):
                  Mixed System

   Mixed System
         Mix of human- and software services collaboration
         Humans provide services using SOA concepts

   Human-Provided Services (HPS)
         User contributions as services
            Service description with WSDL
            Communication via SOAP messages
         Example: Document Review Service
            Input: document, deadline
            Output: review comments
[EEE]    D. Schall, H.-L. Truong, S. Dustdar. The Human-Provided Services Framework. IEEE 2008
         Conference on Enterprise Computing, E-Commerce and E-Services (EEE), Crystal City,
         Washington, D.C., USA, 2008. IEEE.

                                               6
Collaboration Network Concepts



                P                                 P

                                    P
                                                      P                P
                P
                                    P                         P
                                trustee                   trustor
                                                  Collaboration Metrics: reliability,
                                           responsiveness, success rate, collected
   P
   P                                                experience, joint activities,…
    P
                                                   Personal TRUST Inference
 Skills and                               Interaction Logs
                    Activity Data
Capabilities                                                 (seeScopes
                                                                  later)
Trust-based Adaptation


                 monitoring and              define metrics
                    logging

                                     metrics
 application
                                    calculation


                                       fuzzy
personal trust
                                   interpretation


                         define member-            define
                          ship functions          rulebase
Dynamic Trust (1)
                     Monitoring and Logging

                                              <soap:Envelope
                                                xmlns:soap=...
                                                <soap:Header>
           Trust Provisioning                     <vietypes:timestamp value="2009-03-05T15:13:21"/>
           and Configuration                      <vietypes:delegation hops="3" deadline=“..."/>
                                                  <vietypes:activity url="http://.../Activity#42"/>
                                                  <wsa:MessageID>uuid:722B1240−...</wsa:MessageID>
                                                  <wsa:ReplyTo>http://.../Actor#Florian</wsa:ReplyTo>
                                                  <wsa:From>http://.../Actor#Florian</wsa:From>
Metric Calculation                                <wsa:To>http://.../Actor#Daniel</wsa:To>
                     Activity                     <wsa:Action>http://.../Type/RFS</wsa:Action>
       and
                   Management                   </soap:Header>
 Trust Inference                                <soap:Body>
                                                  <hps:RFS>
                                                   <rfs:requ>Can you ...?</rfs:requ>
                                                   <rfs:generalterms>...</rfs:generalterms>
                                                   <rfs:keywords>...</rfs:keywords>
  Distributed SOAP Interaction                     <rfs:resource url=“..."/>
            Monitoring                            </hps:RFS>
                                                </soap:Body>
                                              </soap:Envelope>


 [SAC10]    F. Skopik, D. Schall, S. Dustdar. Trustworthy Interaction Balancing in Mixed Service-oriented
            Systems. 25th ACM Symposium on Applied Computing. Sierre, Switzerland, 2010. ACM.
Dynamic Trust (2)
         Calculate Metrics


 Define Metrics
   emergency support: fast and reliable responses
   neglect others, e.g., costs
 Calculate Metrics in the scope interactions (here:
  requests for support (RFSs))
      average response time




      activity success rate
Dynamic Trust (3)
                   Fuzzy Interpretation


   Interpretation using fuzzy set theory
       define membership functions (SLA, best practice)




       define rule base
       mapping of values, inference and defuzzification



[SAC10]   F. Skopik, D. Schall, S. Dustdar. Trustworthy Interaction Balancing in Mixed Service-oriented
          Systems. 25th ACM Symposium on Applied Computing. Sierre, Switzerland, 2010. ACM.
Dynamic Trust (4)
         Personal Trust


 What is the meaning of trust in the scenario?
   absolute limits
   relative ranking
Application of Dynamic Trust

                                          configure sharing
                 application                    rules


   deliver                           request
 information                       information


    apply
                                  evaluate trust
transformation


                        define personal     define relevant
                              trust             metrics
Sharing
            Configuration
1. Choose Activities
   determine the scope of
   sharing rules
2. Select Document
   document is shared in
   collaborations. Some parts
   need to filtered based on
   trust
3. Specify Sharing Rules
   tags identify parts in (XML-
   based) document
4. Verify Rules
   to test the effect of rules
5. Publish Document and
   Rules
Evaluation
         (see paper for details)

1. Generate Interaction Graph
   reflecting collaboration scenario
   scale-free structure (science
    collaborations)

2. Feed into Sharing Framework
3. Measure End-to-End
   Performance
Conclusion and Future Work

 Concept of trust in
   Activity-centric flexible collaboration
   Service-oriented environment (Mixed Systems)
 Trust inference approach
 Information sharing based on dynamically
  evolving trust

 Future Work
   Applications in real end-user environments (EU FP7
    project COIN)

                          16
Thanks!
 Daniel Schall
schall@infosys.tuwien.ac.at




            17

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Trust-based Adaptation in Complex Service- oriented Systems

  • 1. Trust-based Adaptation in Complex Service- oriented Systems 15th IEEE International Conference on Engineering of Complex Computer Systems 22-26 March 2010, Oxford, UK Daniel Schall Florian Skopik, Schahram Dustdar Distributed Systems Group Vienna University of Technology, Austria schall@infosys.tuwien.ac.at 1
  • 2. Environment and Motivation  Open and dynamic Environment  humans and resources (e.g., services)  joining/leaving the environment dynamically  humans perform activities and tasks  Massive collaboration in SOA/Web 2.0  large sets of humans and resources  dynamic compositions  distributed communication and coordination  Keep track of the dynamics to control  future interactions  resource selection  compositions of actors  activity and task assignments 2
  • 3. Definition of (Social) Trust  Trust reflects an expectation  one actor has about another’s future behavior  based on previous interactions  to perform particular activities dependably, securely, and reliably  within a specified context. 3
  • 4. The Cycle of Trust Analyzing Interactions Trust-aware Establishing Trust Network collaboration planning trust scope WSDL Con Con vi vi ti- ti- AcAc ty ty WSDL WSDL WSDL Resources Monitoring Executing Collaboration Activities/Tasks interaction context 1 vi ti- WSDL WSDL Ac ty WSDL Resources Feedback vi ti- WSDL WSDL Ac ty interaction context 2 [SEAA09] F. Skopik, D. Schall, S. Dustdar. The Cycle of Trust in Mixed Service-oriented Systems. 35th Euromicro Conference on Software Engineering and Advanced Applications. Patras, Greece, 2009. IEEE. 4
  • 5. Foundational Concepts (1/2): Flexible Ad-hoc Collaboration  Activities  describe work that dynamically emerges during collaboration  are performed collaboratively  determine the context of interactions  are a means to structure information in flexible collaboration environments 5
  • 6. Foundational Concepts (2/2): Mixed System  Mixed System  Mix of human- and software services collaboration  Humans provide services using SOA concepts  Human-Provided Services (HPS)  User contributions as services  Service description with WSDL  Communication via SOAP messages  Example: Document Review Service  Input: document, deadline  Output: review comments [EEE] D. Schall, H.-L. Truong, S. Dustdar. The Human-Provided Services Framework. IEEE 2008 Conference on Enterprise Computing, E-Commerce and E-Services (EEE), Crystal City, Washington, D.C., USA, 2008. IEEE. 6
  • 7. Collaboration Network Concepts P P P P P P P P trustee trustor Collaboration Metrics: reliability, responsiveness, success rate, collected P P experience, joint activities,… P Personal TRUST Inference Skills and Interaction Logs Activity Data Capabilities (seeScopes later)
  • 8. Trust-based Adaptation monitoring and define metrics logging metrics application calculation fuzzy personal trust interpretation define member- define ship functions rulebase
  • 9. Dynamic Trust (1) Monitoring and Logging <soap:Envelope xmlns:soap=... <soap:Header> Trust Provisioning <vietypes:timestamp value="2009-03-05T15:13:21"/> and Configuration <vietypes:delegation hops="3" deadline=“..."/> <vietypes:activity url="http://.../Activity#42"/> <wsa:MessageID>uuid:722B1240−...</wsa:MessageID> <wsa:ReplyTo>http://.../Actor#Florian</wsa:ReplyTo> <wsa:From>http://.../Actor#Florian</wsa:From> Metric Calculation <wsa:To>http://.../Actor#Daniel</wsa:To> Activity <wsa:Action>http://.../Type/RFS</wsa:Action> and Management </soap:Header> Trust Inference <soap:Body> <hps:RFS> <rfs:requ>Can you ...?</rfs:requ> <rfs:generalterms>...</rfs:generalterms> <rfs:keywords>...</rfs:keywords> Distributed SOAP Interaction <rfs:resource url=“..."/> Monitoring </hps:RFS> </soap:Body> </soap:Envelope> [SAC10] F. Skopik, D. Schall, S. Dustdar. Trustworthy Interaction Balancing in Mixed Service-oriented Systems. 25th ACM Symposium on Applied Computing. Sierre, Switzerland, 2010. ACM.
  • 10. Dynamic Trust (2) Calculate Metrics  Define Metrics  emergency support: fast and reliable responses  neglect others, e.g., costs  Calculate Metrics in the scope interactions (here: requests for support (RFSs))  average response time  activity success rate
  • 11. Dynamic Trust (3) Fuzzy Interpretation  Interpretation using fuzzy set theory  define membership functions (SLA, best practice)  define rule base  mapping of values, inference and defuzzification [SAC10] F. Skopik, D. Schall, S. Dustdar. Trustworthy Interaction Balancing in Mixed Service-oriented Systems. 25th ACM Symposium on Applied Computing. Sierre, Switzerland, 2010. ACM.
  • 12. Dynamic Trust (4) Personal Trust  What is the meaning of trust in the scenario?  absolute limits  relative ranking
  • 13. Application of Dynamic Trust configure sharing application rules deliver request information information apply evaluate trust transformation define personal define relevant trust metrics
  • 14. Sharing Configuration 1. Choose Activities determine the scope of sharing rules 2. Select Document document is shared in collaborations. Some parts need to filtered based on trust 3. Specify Sharing Rules tags identify parts in (XML- based) document 4. Verify Rules to test the effect of rules 5. Publish Document and Rules
  • 15. Evaluation (see paper for details) 1. Generate Interaction Graph  reflecting collaboration scenario  scale-free structure (science collaborations) 2. Feed into Sharing Framework 3. Measure End-to-End Performance
  • 16. Conclusion and Future Work  Concept of trust in  Activity-centric flexible collaboration  Service-oriented environment (Mixed Systems)  Trust inference approach  Information sharing based on dynamically evolving trust  Future Work  Applications in real end-user environments (EU FP7 project COIN) 16