NOPERU is the organization responsible for handing out permits that Corporations, Governments and Citizens need for activities that involve emissions -such as CO2 - or resource usage - such as energy or water. NOPERU works with 100s users from five locations. A transition is taking place from decentralized data, Oracle Forms based application silos, paper based documents, data oriented, outdated character based user interfaces to a future steeped in Fusion Middleware, with modern pages (ADF), a serviced oriented architecture with decoupling and reuse (SOA Suite and OSB), a unified database (Oracle 11gR2) and digital documents (WebCenter Content). Then a business process approach (BPM Suite & BAM) that aligns with how business really works and provides operational insight to managers. This presentation tells the story of the transition, functional, architectural and technological aspects. The associated OTN Article can be found at : http://www.oracle.com/technetwork/articles/soa/jellema-case-for-fmw-1985090.html

1. Lucas Jellema
OUGF Harmony 2014 – 4-5 June 2014 – Finland
A case of Fusion Middleware -
when, why, how and what

2. The Presenter:
Lucas Jellema
• Lives in The Netherlands (close to Amsterdam)
• Started doing Oracle in 1994 with Oracle Consulting
(Oracle Designer, Forms, Database)
• Joined AMIS in 2002 – now working as CTO, Consultant (Architect,
Technical Lead, Programmer) and Trainer
• Oracle ACE (2005) & ACE Director (2006)
• Author of ‘Oracle SOA Suite 11g Handbook’
(Oracle Press, 2010) (and working on 12c edition)
• Presenter at Oracle OpenWorld, JavaOne and
many Oracle and Java User Group Conferences
• Frequent blogger at http://technology.amis.nl
• Active with SQL & PL/SQL, Java EE & ADF, SOA, BPM & more Fusion
Middleware

3. Overview
• Introducing NOPERU
• Business Objectives
• IT goals
• Architecture
• Technology selection
• IT organization 2.0
• Project roadmap
• Learning experience and conclusions

4. 4
Emissions and Resource
Usage

5. Introducing NOPERU
• National Organization for Permits for Emission and Resource
Usage
• Commercial enterprise, government agency or a private person
requires permit for non-trivial activities (‘fair use’)
• Permit application processing takes from three weeks up to two
years, including appeals
• The process can end with:
– A permit, free of charge
– A permit provided some form of fee or tax is paid
– Rejection
• During the process, NOPERU may require an applicant to
provide additional information

6. Introducing NOPERU
• NOPERU has five regional branches with three
departments each: commercial, governmental, citizens
• Interactions with NOPERU are on paper or through fax
and telephone; responses are only given during office
hours commercial
citizen
government
commercial
citizen
government
commercial
citizen
government
commercial
citizen
government
commercial
citizen
government

7. Introducing NOPERU
• NOPERU has decentralized computer facilities: local application &
database instances with on-site staff
• NOPERU’s applications were developed in the early 90s and have
undergone several upgrades
– Some are Oracle Forms, all run on Oracle Database (11g)
• Each sector has a very similar system for the permit application
process
– they all stem from the same base application
– then after cloning they were independently developed
• The applications are unattractive and have a steep learning curve
– They provide a window on data – not a wizard style, task driven UI

8. 8
Business Objectives
Go Forward 2010-2018
• Faster processing of permit requests
• 24/7 availability (the shop is always open for customers)
• Multi-channel (web portal, mobile, …)
• Ban on paper – everything digital
• Self-service (type in yourself, verify yourself, lookup yourself, …)
• Flexible change process with short time to market
• Cost reduction
• Improve Data Quality
• Shorter learning curve for new employees
– be able to use temp workers to handle peaks and meet at least the legal deadlines
• Automate as much of the permit application process as possible

9. 9
The Road Ahead

10. 10
IT Objectives
• Work under ‘enterprise architecture’: structured, planned, controlled
• Consolidation
– Data
– Applications
– Infrastructure
• Leverage industry standards and open technology components
– Use standard applications (COTS) whenever possible (buy before build)
– Never build generic, non-business specific components
• Work with a small number of strategic vendors (that take responsibility)
• Setup Master Data and Information Lifecycle Management
– Data integrity
– Archival procedures

11. 11
Architecture
• Enterprise Architecture and High-level Information Architecture design
• Mid-term architecture roadmap
• Reference Architecture
– Patterns, decisions, guidelines,
• Domains:
– Documents,
– Finance,
– Permits & Applications,
– CRM,
– Expertise (Legal, Scientific,…)
CRM Finance
Expertise Documents
Permits &
Applications

12. 12
Decentralized Silos to central,
consolidated Layers

13. 13
Layered Architecture
Data
Business
Interface

14. 14
Focused Layered Architecture
Data
Business
Interface• Modern
• Volatile
• Customized
• Variety
• Visible
• Reuse
• Consolidation
• Slowly
evolving
• Long lasting

15. Data
Business
16
Service Oriented Architecture
Interface
CRM Expertise Docs Finance P&A

16. Data
Business
17
Service Oriented Architecture
Interface
CRM Expertise Docs Finance P&A
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service

17. Data
Business
18
Service Oriented Architecture
Interface
CRM Expertise Docs Finance P&A
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service

18. Data
Business
19
Service Oriented Architecture
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service

19. Data
Business
20
Service Oriented Architecture
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
Decision
Svc

20. Data
Business
21
Process Oriented Architecture
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
Decision
Svc

21. 22
Process Orientation
• Efficiency – automation instead of manual
• Optimization – simulation, modeling, improvement
• Speed – immediate action instead of asynchronous humans
• Quality – (tested) automation instead of human error prone (over typing)
• Quality – deadline monitoring and timed triggers
• Flexibility – re-configuration at run-time
• Management Information –
live operational insight in status
and progress of process instances
– Also: Audit trail, Trend analysis
• Learning curve – quickly introducing
new staff in guided process

22. BPMN – Business Processing
Modeling Notation
• BPMN – industry wide standard for modeling business processes
– Supported by platforms for modeling, simulation & analysis and runtime
execution & monitoring
• Common elements in BPMN
– flows (decision, loop,
parallel, exception)
– human actions
(by various parties)
– automated activities
(service calls)
– internal & external coordination
signals and events

23. 24
Adaptive Case Management
Case Workers
Investigate
Collaborate
Identify & Leverage
Experts Record Communications
& Other Events
Request More
Information
Resolve
Communicate
Documents External
Data
Case
Data
Case Manager
Alerts
Monitor & Optimize
Approve & Audit
External Participants
Report
Seek Updates
Provide Requested
Information
Demand Recourse

24. Business
Data
Central Event Facility
25
Events for decoupled
interaction
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
Decision
Svc

25. Content
Repository
Email
Service Bus
DWH LDAP
Bulk Data
Integration
BPM/ACM &
Workflow
Internal UI
Applications
Portal
Web
Applications
BAM
External
Web
Services
Data
Integration
Process
orchestration
IdentityManagement&Security
Citizens, Companies,
Government, Agencies
Internal StaffB2B
Mobile
User Interface
Application Interface
Web Sites &
Content
Business Rule
Service
Orchestration
Technology
Adapters
Content &
Document
management
Administration,mointoring,configuration
CRM
Know
ledge P&A Finance
Required components
Event Handler

26. 27
Vendor & Technology Selection
Vendor Requirements
• Vendor and Technology/Product are a package deal: you select one and
the other
• Small number of strategic, committed vendors
– Ideally taking responsibility for results
• Proven technology with verifiable references
• Products that are strategic to the vendor
• Vendors with enough substance
• Products that are open and support industry standards
– And run on common platform
• Products with substantial community support
– Partners, specialists, books and educational resources, active forums, social media
activity, user groups and conferences

27. 28
Vendor & Technology Selection
Process
• Phase 1
– RFI
– Market Analysis
– Peer investigation
• Screening => Short List
• Phase 2
– Proposal and plan – what, how, (creative) conditions
– Presentation of Customer References and Product strategy & roadmap
– (Reference Visit)
• Selection
• Negotations => Deal or No Deal

28. 29
NOPERU’s mapping of
components to vendor portfolio
Content
Repository
Email
Service Bus:
Oracle Service
Bus
DWH LDAP
BPM/ACM & Workflow:
SOA Suite & BPM Suite
Internal UI
Applications:
ADF & Forms
Portal
Web Apps
ASP.NET
BAM:
Oracle BAM
External
Web
Services
Data
Integration
Process
orchestration
IdentityManagement&Security
Mobile
?
User Interface
Application Interface
Web Sites
MS Sharepoint
Business Rule:
SOA Suite
Service Orchestration:
SOA Suite (BPEL)
Technology
Adapters:
SOA Suite
Content & Document
management:
WebCenter Content
Administration,mointoring,configuration
CRM
Know
ledge P&A Finance
Bulk Data
Integration:
ODI Event Handler:
SOA Suite EDN

29. 30
Open ends
• Portal and Mobile technology selection are kept separate
– The decoupled architecture allows for this distinction
• Identity Management & Security is also deferred
– The OPSS (Oracle Platform Security Services in WebLogic Server) make this a
viable option too
– Special challenge: external users (citizens, companies)

30. 31
IT-Organization 2.0
• Agile Software Development
– Frequent delivery
– Continuous feedback to and prioritizing by business owner
– Each team has analysts/designers, developers, testers

31. 32
Scrum board
• Current
Sprint
backlog
– derived
from
Product
Backlog

32. 33
Team organization: Focused on
technology – specialize on skill
Data
Business
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
business
process
business
process

33. 34
Team organization:
per domain/feature slide
and one team across domains
Data
Business
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
presentation
service
business
process
presentation
service
business
process

34. 35
Team organization:
per project – across domains
and skills
Data
Business
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service presentation
service
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service
presentation
service
business
process
presentation
service
business
process

35. 36
IT-Organization 2.0
• Training & Coaching program
– Bring in experienced consultants to do and show how to do (enabling is key)
– And to apply best practices and to avoid pitfalls
– Set up Competence Centers (virtual expertise guilds)
• The Platform is crucial
– Database and Middleware (Application Server, Enterprise Service Bus, Process
Engine, …)
• “Quick time to market” requires break-down of walls between
Development, Administration and Maintenance
• => DevOps

36. The “Platform”
Hardware
VM
O/S
Application Server
Database
Application
Application
Application

37. WebLogic & platform-components
WebLogic Server
SOA Suite
& BPM FormServerWC Portlets
OBI EEOSB
SOA
Composite
WS*,
Java/JEE &
ADF apps
Forms App
WC Content
OSB
Service
AdaptersJava EE services++
Cache, Messaging, Timers,
Work Managers, …
BPM
Process
Enterprise Manager 12c

38. Activities and areas
Prepare Execute (run-time)
design build test monitor modify
• urgent
• planned
Application
(functional)
Platform
(non functional)
Infrastructure
• operational
• analysis
Hardware
VM
O/S
Application Server
Database
Application

39. Activities and areas
Prepare Execute (run-time)
design build test monitor modify
• urgent
• planned
Application
(functional)
Platform
(non functional)
Infrastructure
BPM & SOA Suite/Service Bus, BAM
WebCenter Content (pka UCM)
WebLogic Java EE Application Server
Database
Operating System
(Virtual Machines)
Network, Storage, Hardware
req
UI: ADF, HTML/JS, Java, BAM
Process: BPM(N)
Services: OSB & SOA Suite; BI Publisher
Database: SQL & PL/SQL QA,
Gover-
nance,
ALM,
provisi
oning
• operational
• analysis
Oracle
Enterprise
Manager
-RUEI
--BTM
-FMW Console
-- WLS Console
- Grid Control
FMW Composers
(dt @ rt)
-Page Composer
-Process Composer
-SOA Composer
- OSB Console
-WC Content Editor
- Application Facilities

40. DevOps – to bring together
Prepare Execute (run-time)
design build test monitor modify
• urgent
• planned
Application
(functional)
Platform
(non functional)
Infrastructure
BPM & SOA Suite/Service Bus, BAM
WebCenter Content (pka UCM)
WebLogic Java EE Application Server
Database
Operating System
(Virtual Machines)
Network, Storage, Hardware
req
UI: ADF, HTML/JS, Java, BAM
Process: BPM(N)
Services: OSB & SOA Suite; BI Publisher
Database: SQL & PL/SQL
QA,
Gover-
nance,
ALM
• operational
• analysis
Oracle
Enterprise
Manager
-RUEI
-BTM
-FMW Console
-- WLS Console
- Grid Control
FMW Composers
(dt @ rt)
-Page Composer
-Process Composer
-SOA Composer
- OSB Console
-WC Content Editor
- Application Facilities
DevOps

41. 42
Automate software engineering
• Code quality control
• Testing:
– Web Services: SoapUI (functional) , LoadUI (load & stress)
– Java and ADF Business Components: jUnit (function & load)
– Web applications: JMeter (functional and primarily load); Selenium (functional) ;
Oracle Application Testing Suite (under evaluation for both functional and load
testing)
– Database: SoapUI, QCTO, DB Unit, SQL Developer
• Build: Ant, Maven
• Deploy: Hudson, investigating Bamboo
• Incident Management and Scrum backlog management: Jira
• Source Control: Subversion (Git?)
• Collaboration & Knowledge Sharing: MediaWiki, Sharepoint, MS Lync (IM)
• [Environment] Provisioning: Puppet

42. 43
Project Roadmap
• B2B Corporate Sector – automated exchange; central db and replication
with regional instances
• Digital Documents (central content server, internal application used from
regional offices)
• UI for internal staff – sector Citizens – ADF, CRUD style (central DB)
• Forms 11g upgrade (from Forms 4.5 Client Server); regional instances
• Portal for Corporate clients
• Mobile app for internal managers (developed by outsourcing party)
Future:
• Standard Application for CRM
– Expose through services
• BPM/ACM for process approach (operational insight through dashboard,
process improvement, integrated document flow)
• Use of Cloud facilities?

43. Learning experience &
conclusions
• Consolidation has made a huge difference
– Far less administrative effort, much faster upgrades/rollouts, easier
‘cross the board’ reporting
– Central infrastructure becomes a crucial element whose failure impacts
thousands of users => special attention is required
• The transition [to: agile, de-siloed, SOA, centralized, 24/7, …] is
scary and overwhelming
– Guidance, reassurance, explanations, and almost spiritual
support are absolutely necessary to motivate and enable staff
in almost every role
• Communication is essential for the success of the kind of rapid
evolution NOPERU is going through
• Database is [still] hugely important (for performance, integrity,
development)
– With the emphasis on new and shiny, this is sometimes overlooked

44. Learning experience &
conclusions
• Scrum has made a huge difference
– Flexibility, team commitment, real time insight, business link
– Management is still struggling to really, truly let go of waterfall approach
with its apparent guarantees (Holy Grail: the company backlog)
• SOA requires up-front investments
– Reuse can only happen when there are reusable assets
– Bookkeeping & Project Accounting enters a new realm as well
• Governance of reusable assets should quickly be established
across the teams
• Layered Architecture and Encapsulation ensures that teams can
work in parallel, legacy can be wrapped and reused and local
optimizations can continually be applied
– Chunks of Work can be outsourced fairly easily (in theory, from a
technical perspective)

45. Data
Business
46
The glue between teams and
components: common data model
Interface
CRM Expertise Docs Finance P&A
business
process
presentation
service
presentation
service
Common Language
for Interfaces, Messages and Events
composite
service
composite
service
elementary
service
elementary
service
elementary
service
elementary
service
elementary
service
Utility
service

46. Summary
• Many organization share similar objectives, predicaments and solutions
• Common requirements:
– Multi-channel, flexible, 24/7, cost efficiency, lower risk, paperless
– Consolidation, standardization, under architecture, decoupling
• Layered, decoupled architecture – upside down piramid
• Common Technology: (for example from Oracle)
– Enterprise Service Bus, BPMN process engine, Digital Content
Management, Enterprise Database
– Tools to quickly create modern UIs for various channels on SOA
• Organizational changes:
– Agile software development approach – close cooperation between
business and IT => “embrace change”
• Roadmap: frequent, small steps with business value
• Try to benefit from existing experience
– vendors, consultants, partners

47. OTN Article: http://bit.ly/1p60gcE
• Blog : technology.amis.nl
– On Oracle, SQL, Java, SOA, BPM & more
• Email : lucas.jellema@amis.nl
• : lucasjellema
• : www.amis.nl, info@amis.nl
+31 306016000
Edisonbaan 15,
Nieuwegein