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  • Book Review - Programming Windows Azure by Siriram Krishnan

    - by BuckWoody
    As part of my professional development, I’ve created a list of books to read throughout the year, starting in June of 2011. This a review of the first one, called Programming Windows Azure by Siriram Krishnan. You can find my entire list of books I’m reading for my career here: http://blogs.msdn.com/b/buckwoody/archive/2011/06/07/head-in-the-clouds-eyes-on-the-books.aspx  Why I Chose This Book: As part of my learning style, I try to read multiple books about a single subject. I’ve found that at least 3 books are necessary to get the right amount of information to me. This is a “technical” work, meaning that it deals with technology and not business, writing or other facets of my career. I’ll have a mix of all of those as I read along. I chose this work in addition to others I’ve read since it covers everything from an introduction to more advanced topics in a single book. It also has some practical examples of actually working with the product, particularly on storage. Although it’s dated, many examples normally translate. I also saw that it had pretty good reviews. What I learned: I learned a great deal about storage, and many useful code snippets. I do think that there could have been more of a focus on the application fabric - but of course that wasn’t as mature a feature when this book was written. I learned some great architecture examples, and in one section I learned more about encryption. In that example, however, I would rather have seen the examples go the other way - the book focused on moving data from on-premise to Azure storage in an encrypted fashion. Using the Application Fabric I would rather see sensitive data left in a hybrid fashion on premise, and connect to for the Azure application. Even so, the examples were very useful. If you’re looking for a good “starter” Azure book, this is a good choice. I also recommend the last chapter as a quick read for a DBA, or Database Administrator. It’s not very long, but useful. Note that the limits described are incorrect - which is one of the dangers of reading a book about any cloud offering. The services offered are updated so quickly that the information is in constant danger of being “stale”. Even so, I found this a useful book, which I believe will help me work with Azure better. Raw Notes: I take notes as I read, calling that process “reading with a pencil”. I find that when I do that I pay attention better, and record some things that I need to know later. I’ll take these notes, categorize them into a OneNote notebook that I synchronize in my Live.com account, and that way I can search them from anywhere. I can even read them on the web, since the Live.com has a OneNote program built in. Note that these are the raw notes, so they might not make a lot of sense out of context - I include them here so you can watch my though process. Programming Windows Azure by Siriram Krishnan: Learning about how to select applications suitable for Distributed Technology. Application Fabric gets the least attention; probably because it was newer at the time. Very clear (Chapter One) Good foundation Background and history, but not too much I normally arrange my descriptions differently, starting with the use-cases and moving to physicality, but this difference helps me. Interesting that I am reading this using Safari Books Online, which uses many of these concepts. Taught me some new aspects of a Hypervisor – very low-level information about the Azure Fabric (not to be confused with the Application Fabric feature) (Chapter Two) Good detail of what is included in the SDK. Even more is available now. CS = Cloud Service (Chapter 3) Place Storage info in the configuration file, since it can be streamed in-line with a running app. Ditto for logging, and keep separated configs for staging and testing. Easy-switch in and switch out.  (Chapter 4) There are two Runtime API’s, one of external and one for internal. Realizing how powerful this paradigm really is. Some places seem light, and to drop off but perhaps that’s best. Managing API is not charged, which is nice. I don’t often think about the price, until it comes to an actual deployment (Chapter 5) Csmanage is something I want to dig into deeper. API requires package moves to Blob storage first, so it needs a URL. Csmanage equivalent can be written in Unix scripting using openssl. Upgrades are possible, and you use the upgradeDomainCount attribute in the Service-Definition.csdef file  Always use a low-privileged account to test on the dev fabric, since Windows Azure runs in partial trust. Full trust is available, but can be dangerous and must be well-thought out. (Chapter 6) Learned how to run full CMD commands in a web window – not that you would ever do that, but it was an interesting view into those links. This leads to a discussion on hosting other runtimes (such as Java or PHP) in Windows Azure. I got an expanded view on this process, although this is where the book shows its age a little. Books can be a problem for Cloud Computing for this reason – things just change too quickly. Windows Azure storage is not eventually consistent – it is instantly consistent with multi-phase commit. Plumbing for this is internal, not required to code that. (Chapter 7) REST API makes the service interoperable, hybrid, and consistent across code architectures. Nicely done. Use affinity groups to keep data and code together. Side note: e-book readers need a common “notes” feature. There’s a decent quick description of REST in this chapter. Learned about CloudDrive code – PowerShell sample that mounts Blob storage as a local provider. Works against Dev fabric by default, can be switched to Account. Good treatment in the storage chapters on the differences between using Dev storage and Azure storage. These can be mitigated. No, blobs are not of any size or number. Not a good statement (Chapter 8) Blob storage is probably Azure’s closest play to Infrastructure as a Service (Iaas). Blob change operations must be authenticated, even when public. Chapters on storage are pretty in-depth. Queue Messages are base-64 encoded (Chapter 9) The visibility timeout ensures processing of message in a disconnected system. Order is not guaranteed for a message, so if you need that set an increasing number in the queue mechanism. While Queues are accessible via REST, they are not public and are secured by default. Interesting – the header for a queue request includes an estimated count. This can be useful to create more worker roles in a dynamic system. Each Entity (row) in the Azure Table service is atomic – all or nothing. (Chapter 10) An entity can have up to 255 Properties  Use “ID” for the class to indicate the key value, or use the [DataServiceKey] Attribute.  LINQ makes working with the Azure Table Service much easier, although Interop is certainly possible. Good description on the process of selecting the Partition and Row Key.  When checking for continuation tokens for pagination, include logic that falls out of the check in case you are at the last page.  On deleting a storage object, it is instantly unavailable, however a background process is dispatched to perform the physical deletion. So if you want to re-create a storage object with the same name, add retry logic into the code. Interesting approach to deleting an index entity without having to read it first – create a local entity with the same keys and apply it to the Azure system regardless of change-state.  Although the “Indexes” description is a little vague, it’s interesting to see a Folding and Stemming discussion a-la the Porter Stemming Algorithm. (Chapter 11)  Presents a better discussion of indexes (at least inverted indexes) later in the chapter. Great treatment for DBA’s in Chapter 11. We need to work on getting secondary indexes in Table storage. There is a limited form of transactions called “Entity Group Transactions” that, although they have conditions, makes a transactional system more possible. Concurrency also becomes an issue, but is handled well if you’re using Data Services in .NET. It watches the Etag and allows you to take action appropriately. I do not recommend using Azure as a location for secure backups. In fact, I would rather have seen the examples in (Chapter 12) go the other way, showing how data could be brought back to a local store as a DR or HA strategy. Good information on cryptography and so on even so. Chapter seems out of place, and should be combined with the Blob chapter.  (Chapter 13) on SQL Azure is dated, although the base concepts are OK.  Nice example of simple ADO.NET access to a SQL Azure (or any SQL Server Really) database.  

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  • Internet Explorer Automation: how to suppress Open/Save dialog?

    - by Vladimir Dyuzhev
    When controlling IE instance via MSHTML, how to suppress Open/Save dialogs for non-HTML content? I need to get data from another system and import it into our one. Due to budget constraints no development (e.g. WS) can be done on the other side for some time, so my only option for now is to do web scrapping. The remote site is ASP.NET-based, so simple HTML requests won't work -- too much JS. I wrote a simple C# application that uses MSHTML and SHDocView to control an IE instance. So far so good: I can perform login, navigate to desired page, populate required fields and do submit. Then I face a couple of problems: First is that report is opening in another window. I suspect I can attach to that window too by enumerating IE windows in the system. Second, more troublesome, is that report itself is CSV file, and triggers Open/Save dialog. I'd like to avoid it and make IE save the file into given location OR I'm fine with programmatically clicking dialog buttons too (how?) I'm actually totally non-Windows guy (unix/J2EE), and hope someone with better knowledge would give me a hint how to do those tasks. Thanks! UPDATE I've found a promising document on MSDN: http://msdn.microsoft.com/en-ca/library/aa770041.aspx Control the kinds of content that are downloaded and what the WebBrowser Control does with them once they are downloaded. For example, you can prevent videos from playing, script from running, or new windows from opening when users click on links, or prevent Microsoft ActiveX controls from downloading or executing. Slowly reading through... UPDATE 2: MADE IT WORK, SORT OF... Finally I made it work, but in an ugly way. Essentially, I register a handler "before navigate", then, in the handler, if the URL is matching my target file, I cancel the navigation, but remember the URL, and use WebClient class to access and download that temporal URL directly. I cannot copy the whole code here, it contains a lot of garbage, but here are the essential parts: Installing handler: _IE2.FileDownload += new DWebBrowserEvents2_FileDownloadEventHandler(IE2_FileDownload); _IE.BeforeNavigate2 += new DWebBrowserEvents2_BeforeNavigate2EventHandler(IE_OnBeforeNavigate2); Recording URL and then cancelling download (thus preventing Save dialog to appear): public string downloadUrl; void IE_OnBeforeNavigate2(Object ob1, ref Object URL, ref Object Flags, ref Object Name, ref Object da, ref Object Head, ref bool Cancel) { Console.WriteLine("Before Navigate2 "+URL); if (URL.ToString().EndsWith(".csv")) { Console.WriteLine("CSV file"); downloadUrl = URL.ToString(); } Cancel = false; } void IE2_FileDownload(bool activeDocument, ref bool cancel) { Console.WriteLine("FileDownload, downloading "+downloadUrl+" instead"); cancel = true; } void IE_OnNewWindow2(ref Object o, ref bool cancel) { Console.WriteLine("OnNewWindow2"); _IE2 = new SHDocVw.InternetExplorer(); _IE2.BeforeNavigate2 += new DWebBrowserEvents2_BeforeNavigate2EventHandler(IE_OnBeforeNavigate2); _IE2.Visible = true; o = _IE2; _IE2.FileDownload += new DWebBrowserEvents2_FileDownloadEventHandler(IE2_FileDownload); _IE2.Silent = true; cancel = false; return; } And in the calling code using the found URL for direct download: ... driver.ClickButton(".*_btnRunReport"); driver.WaitForComplete(); Thread.Sleep(10000); WebClient Client = new WebClient(); Client.DownloadFile(driver.downloadUrl, "C:\\affinity.dump"); (driver is a simple wrapper over IE instance = _IE) Hope that helps someone.

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  • CLSF & CLK 2013 Trip Report by Jeff Liu

    - by jamesmorris
    This is a contributed post from Jeff Liu, lead XFS developer for the Oracle mainline Linux kernel team. Recently, I attended both the China Linux Storage and Filesystem workshop (CLSF), and the China Linux Kernel conference (CLK), which were held in Shanghai. Here are the highlights for both events. CLSF - 17th October XFS update (led by Jeff Liu) XFS keeps rapid progress with a lot of changes, especially focused on the infrastructure/performance improvements as well as  new feature development.  This can be reflected with a sample statistics among XFS/Ext4+JBD2/Btrfs via: # git diff --stat --minimal -C -M v3.7..v3.12-rc4 -- fs/xfs|fs/ext4+fs/jbd2|fs/btrfs XFS: 141 files changed, 27598 insertions(+), 19113 deletions(-) Ext4+JBD2: 39 files changed, 10487 insertions(+), 5454 deletions(-) Btrfs: 70 files changed, 19875 insertions(+), 8130 deletions(-) What made up those changes in XFS? Self-describing metadata(CRC32c). This is a new feature and it contributed about 70% code changes, it can be enabled via `mkfs.xfs -m crc=1 /dev/xxx` for v5 superblock. Transaction log space reservation improvements. With this change, we can calculate the log space reservation at mount time rather than runtime to reduce the the CPU overhead. User namespace support. So both XFS and USERNS can be enabled on kernel configuration begin from Linux 3.10. Thanks Dwight Engen's efforts for this thing. Split project/group quota inodes. Originally, project quota can not be enabled with group quota at the same time because they were share the same quota file inode, now it works but only for v5 super block. i.e, CRC enabled. CONFIG_XFS_WARN, an new lightweight runtime debugger which can be deployed in production environment. Readahead log object recovery, this change can speed up the log replay progress significantly. Speculative preallocation inode tracking, clearing and throttling. The main purpose is to deal with inodes with post-EOF space due to speculative preallocation, support improved quota management to free up a significant amount of unwritten space when at or near EDQUOT. It support backgroup scanning which occurs on a longish interval(5 mins by default, tunable), and on-demand scanning/trimming via ioctl(2). Bitter arguments ensued from this session, especially for the comparison between Ext4 and Btrfs in different areas, I have to spent a whole morning of the 1st day answering those questions. We basically agreed on XFS is the best choice in Linux nowadays because: Stable, XFS has a good record in stability in the past 10 years. Fengguang Wu who lead the 0-day kernel test project also said that he has observed less error than other filesystems in the past 1+ years, I own it to the XFS upstream code reviewer, they always performing serious code review as well as testing. Good performance for large/small files, XFS does not works very well for small files has already been an old story for years. Best choice (maybe) for distributed PB filesystems. e.g, Ceph recommends delopy OSD daemon on XFS because Ext4 has limited xattr size. Best choice for large storage (>16TB). Ext4 does not support a single file more than around 15.95TB. Scalability, any objection to XFS is best in this point? :) XFS is better to deal with transaction concurrency than Ext4, why? The maximum size of the log in XFS is 2038MB compare to 128MB in Ext4. Misc. Ext4 is widely used and it has been proved fast/stable in various loads and scenarios, XFS just need more customers, and Btrfs is still on the road to be a manhood. Ceph Introduction (Led by Li Wang) This a hot topic.  Li gave us a nice introduction about the design as well as their current works. Actually, Ceph client has been included in Linux kernel since 2.6.34 and supported by Openstack since Folsom but it seems that it has not yet been widely deployment in production environment. Their major work is focus on the inline data support to separate the metadata and data storage, reduce the file access time, i.e, a file access need communication twice, fetch the metadata from MDS and then get data from OSD, and also, the small file access is limited by the network latency. The solution is, for the small files they would like to store the data at metadata so that when accessing a small file, the metadata server can push both metadata and data to the client at the same time. In this way, they can reduce the overhead of calculating the data offset and save the communication to OSD. For this feature, they have only run some small scale testing but really saw noticeable improvements. Test environment: Intel 2 CPU 12 Core, 64GB RAM, Ubuntu 12.04, Ceph 0.56.6 with 200GB SATA disk, 15 OSD, 1 MDS, 1 MON. The sequence read performance for 1K size files improved about 50%. I have asked Li and Zheng Yan (the core developer of Ceph, who also worked on Btrfs) whether Ceph is really stable and can be deployed at production environment for large scale PB level storage, but they can not give a positive answer, looks Ceph even does not spread over Dreamhost (subject to confirmation). From Li, they only deployed Ceph for a small scale storage(32 nodes) although they'd like to try 6000 nodes in the future. Improve Linux swap for Flash storage (led by Shaohua Li) Because of high density, low power and low price, flash storage (SSD) is a good candidate to partially replace DRAM. A quick answer for this is using SSD as swap. But Linux swap is designed for slow hard disk storage, so there are a lot of challenges to efficiently use SSD for swap. SWAPOUT swap_map scan swap_map is the in-memory data structure to track swap disk usage, but it is a slow linear scan. It will become a bottleneck while finding many adjacent pages in the use of SSD. Shaohua Li have changed it to a cluster(128K) list, resulting in O(1) algorithm. However, this apporoach needs restrictive cluster alignment and only enabled for SSD. IO pattern In most cases, the swap io is in interleaved pattern because of mutiple reclaimers or a free cluster is shared by all reclaimers. Even though block layer can merge interleaved IO to some extent, but we cannot count on it completely. Hence the per-cpu cluster is added base on the previous change, it can help reclaimer do sequential IO and the block layer will be easier to merge IO. TLB flush: If we're reclaiming one active page, we should first move the page from active lru list to inactive lru list, and then reclaim the page from inactive lru to swap it out. During the process, we need to clear PTE twice: first is 'A'(ACCESS) bit, second is 'P'(PRESENT) bit. Processors need to send lots of ipi which make the TLB flush really expensive. Some works have been done to improve this, including rework smp_call_functiom_many() or remove the first TLB flush in x86, but there still have some arguments here and only parts of works have been pushed to mainline. SWAPIN: Page fault does iodepth=1 sync io, but it's a little waste if only issue a page size's IO. The obvious solution is doing swap readahead. But the current in-kernel swap readahead is arbitary(always 8 pages), and it always doesn't perform well for both random and sequential access workload. Shaohua introduced a new flag for madvise(MADV_WILLNEED) to do swap prefetch, so the changes happen in userspace API and leave the in-kernel readahead unchanged(but I think some improvement can also be done here). SWAP discard As we know, discard is important for SSD write throughout, but the current swap discard implementation is synchronous. He changed it to async discard which allow discard and write run in the same time. Meanwhile, the unit of discard is also optimized to cluster. Misc: lock contention For many concurrent swapout and swapin , the lock contention such as anon_vma or swap_lock is high, so he changed the swap_lock to a per-swap lock. But there still have some lock contention in very high speed SSD because of swapcache address_space lock. Zproject (led by Bob Liu) Bob gave us a very nice introduction about the current memory compression status. Now there are 3 projects(zswap/zram/zcache) which all aim at smooth swap IO storm and promote performance, but they all have their own pros and cons. ZSWAP It is implemented based on frontswap API and it uses a dynamic allocater named Zbud to allocate free pages. Zbud means pairs of zpages are "buddied" and it can only store at most two compressed pages in one page frame, so the max compress ratio is 50%. Each page frame is lru-linked and can do shink in memory pressure. If the compressed memory pool reach its limitation, shink or reclaim happens. It decompress the page frame into two new allocated pages and then write them to real swap device, but it can fail when allocating the two pages. ZRAM Acts as a compressed ramdisk and used as swap device, and it use zsmalloc as its allocator which has high density but may have fragmentation issues. Besides, page reclaim is hard since it will need more pages to uncompress and free just one page. ZRAM is preferred by embedded system which may not have any real swap device. Now both ZRAM and ZSWAP are in driver/staging tree, and in the mm community there are some disscussions of merging ZRAM into ZSWAP or viceversa, but no agreement yet. ZCACHE Handles file page compression but it is removed out of staging recently. From industry (led by Tang Jie, LSI) An LSI engineer introduced several new produces to us. The first is raid5/6 cards that it use full stripe writes to improve performance. The 2nd one he introduced is SandForce flash controller, who can understand data file types (data entropy) to reduce write amplification (WA) for nearly all writes. It's called DuraWrite and typical WA is 0.5. What's more, if enable its Dynamic Logical Capacity function module, the controller can do data compression which is transparent to upper layer. LSI testing shows that with this virtual capacity enables 1x TB drive can support up to 2x TB capacity, but the application must monitor free flash space to maintain optimal performance and to guard against free flash space exhaustion. He said the most useful application is for datebase. Another thing I think it's worth to mention is that a NV-DRAM memory in NMR/Raptor which is directly exposed to host system. Applications can directly access the NV-DRAM via a memory address - using standard system call mmap(). He said that it is very useful for database logging now. This kind of NVM produces are beginning to appear in recent years, and it is said that Samsung is building a research center in China for related produces. IMHO, NVM will bring an effect to current os layer especially on file system, e.g. its journaling may need to redesign to fully utilize these nonvolatile memory. OCFS2 (led by Canquan Shen) Without a doubt, HuaWei is the biggest contributor to OCFS2 in the past two years. They have posted 46 upstream patches and 39 patches have been merged. Their current project is based on 32/64 nodes cluster, but they also tried 128 nodes at the experimental stage. The major work they are working is to support ATS (atomic test and set), it can be works with DLM at the same time. Looks this idea is inspired by the vmware VMFS locking, i.e, http://blogs.vmware.com/vsphere/2012/05/vmfs-locking-uncovered.html CLK - 18th October 2013 Improving Linux Development with Better Tools (Andi Kleen) This talk focused on how to find/solve bugs along with the Linux complexity growing. Generally, we can do this with the following kind of tools: Static code checkers tools. e.g, sparse, smatch, coccinelle, clang checker, checkpatch, gcc -W/LTO, stanse. This can help check a lot of things, simple mistakes, complex problems, but the challenges are: some are very slow, false positives, may need a concentrated effort to get false positives down. Especially, no static checker I found can follow indirect calls (“OO in C”, common in kernel): struct foo_ops { int (*do_foo)(struct foo *obj); } foo->do_foo(foo); Dynamic runtime checkers, e.g, thread checkers, kmemcheck, lockdep. Ideally all kernel code would come with a test suite, then someone could run all the dynamic checkers. Fuzzers/test suites. e.g, Trinity is a great tool, it finds many bugs, but needs manual model for each syscall. Modern fuzzers around using automatic feedback, but notfor kernel yet: http://taviso.decsystem.org/making_software_dumber.pdf Debuggers/Tracers to understand code, e.g, ftrace, can dump on events/oops/custom triggers, but still too much overhead in many cases to run always during debug. Tools to read/understand source, e.g, grep/cscope work great for many cases, but do not understand indirect pointers (OO in C model used in kernel), give us all “do_foo” instances: struct foo_ops { int (*do_foo)(struct foo *obj); } = { .do_foo = my_foo }; foo>do_foo(foo); That would be great to have a cscope like tool that understands this based on types/initializers XFS: The High Performance Enterprise File System (Jeff Liu) [slides] I gave a talk for introducing the disk layout, unique features, as well as the recent changes.   The slides include some charts to reflect the performances between XFS/Btrfs/Ext4 for small files. About a dozen users raised their hands when I asking who has experienced with XFS. I remembered that when I asked the same question in LinuxCon/Japan, only 3 people raised their hands, but they are Chris Mason, Ric Wheeler, and another attendee. The attendee questions were mainly focused on stability, and comparison with other file systems. Linux Containers (Feng Gao) The speaker introduced us that the purpose for those kind of namespaces, include mount/UTS/IPC/Network/Pid/User, as well as the system API/ABI. For the userspace tools, He mainly focus on the Libvirt LXC rather than us(LXC). Libvirt LXC is another userspace container management tool, implemented as one type of libvirt driver, it can manage containers, create namespace, create private filesystem layout for container, Create devices for container and setup resources controller via cgroup. In this talk, Feng also mentioned another two possible new namespaces in the future, the 1st is the audit, but not sure if it should be assigned to user namespace or not. Another is about syslog, but the question is do we really need it? In-memory Compression (Bob Liu) Same as CLSF, a nice introduction that I have already mentioned above. Misc There were some other talks related to ACPI based memory hotplug, smart wake-affinity in scheduler etc., but my head is not big enough to record all those things. -- Jeff Liu

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  • Selling Federal Enterprise Architecture (EA)

    - by TedMcLaughlan
    Selling Federal Enterprise Architecture A taxonomy of subject areas, from which to develop a prioritized marketing and communications plan to evangelize EA activities within and among US Federal Government organizations and constituents. Any and all feedback is appreciated, particularly in developing and extending this discussion as a tool for use – more information and details are also available. "Selling" the discipline of Enterprise Architecture (EA) in the Federal Government (particularly in non-DoD agencies) is difficult, notwithstanding the general availability and use of the Federal Enterprise Architecture Framework (FEAF) for some time now, and the relatively mature use of the reference models in the OMB Capital Planning and Investment (CPIC) cycles. EA in the Federal Government also tends to be a very esoteric and hard to decipher conversation – early apologies to those who agree to continue reading this somewhat lengthy article. Alignment to the FEAF and OMB compliance mandates is long underway across the Federal Departments and Agencies (and visible via tools like PortfolioStat and ITDashboard.gov – but there is still a gap between the top-down compliance directives and enablement programs, and the bottom-up awareness and effective use of EA for either IT investment management or actual mission effectiveness. "EA isn't getting deep enough penetration into programs, components, sub-agencies, etc.", verified a panelist at the most recent EA Government Conference in DC. Newer guidance from OMB may be especially difficult to handle, where bottom-up input can't be accurately aligned, analyzed and reported via standardized EA discipline at the Agency level – for example in addressing the new (for FY13) Exhibit 53D "Agency IT Reductions and Reinvestments" and the information required for "Cloud Computing Alternatives Evaluation" (supporting the new Exhibit 53C, "Agency Cloud Computing Portfolio"). Therefore, EA must be "sold" directly to the communities that matter, from a coordinated, proactive messaging perspective that takes BOTH the Program-level value drivers AND the broader Agency mission and IT maturity context into consideration. Selling EA means persuading others to take additional time and possibly assign additional resources, for a mix of direct and indirect benefits – many of which aren't likely to be realized in the short-term. This means there's probably little current, allocated budget to work with; ergo the challenge of trying to sell an "unfunded mandate". Also, the concept of "Enterprise" in large Departments like Homeland Security tends to cross all kinds of organizational boundaries – as Richard Spires recently indicated by commenting that "...organizational boundaries still trump functional similarities. Most people understand what we're trying to do internally, and at a high level they get it. The problem, of course, is when you get down to them and their system and the fact that you're going to be touching them...there's always that fear factor," Spires said. It is quite clear to the Federal IT Investment community that for EA to meet its objective, understandable, relevant value must be measured and reported using a repeatable method – as described by GAO's recent report "Enterprise Architecture Value Needs To Be Measured and Reported". What's not clear is the method or guidance to sell this value. In fact, the current GAO "Framework for Assessing and Improving Enterprise Architecture Management (Version 2.0)", a.k.a. the "EAMMF", does not include words like "sell", "persuade", "market", etc., except in reference ("within Core Element 19: Organization business owner and CXO representatives are actively engaged in architecture development") to a brief section in the CIO Council's 2001 "Practical Guide to Federal Enterprise Architecture", entitled "3.3.1. Develop an EA Marketing Strategy and Communications Plan." Furthermore, Core Element 19 of the EAMMF is advised to be applied in "Stage 3: Developing Initial EA Versions". This kind of EA sales campaign truly should start much earlier in the maturity progress, i.e. in Stages 0 or 1. So, what are the understandable, relevant benefits (or value) to sell, that can find an agreeable, participatory audience, and can pave the way towards success of a longer-term, funded set of EA mechanisms that can be methodically measured and reported? Pragmatic benefits from a useful EA that can help overcome the fear of change? And how should they be sold? Following is a brief taxonomy (it's a taxonomy, to help organize SME support) of benefit-related subjects that might make the most sense, in creating the messages and organizing an initial "engagement plan" for evangelizing EA "from within". An EA "Sales Taxonomy" of sorts. We're not boiling the ocean here; the subjects that are included are ones that currently appear to be urgently relevant to the current Federal IT Investment landscape. Note that successful dialogue in these topics is directly usable as input or guidance for actually developing early-stage, "Fit-for-Purpose" (a DoDAF term) Enterprise Architecture artifacts, as prescribed by common methods found in most EA methodologies, including FEAF, TOGAF, DoDAF and our own Oracle Enterprise Architecture Framework (OEAF). The taxonomy below is organized by (1) Target Community, (2) Benefit or Value, and (3) EA Program Facet - as in: "Let's talk to (1: Community Member) about how and why (3: EA Facet) the EA program can help with (2: Benefit/Value)". Once the initial discussion targets and subjects are approved (that can be measured and reported), a "marketing and communications plan" can be created. A working example follows the Taxonomy. Enterprise Architecture Sales Taxonomy Draft, Summary Version 1. Community 1.1. Budgeted Programs or Portfolios Communities of Purpose (CoPR) 1.1.1. Program/System Owners (Senior Execs) Creating or Executing Acquisition Plans 1.1.2. Program/System Owners Facing Strategic Change 1.1.2.1. Mandated 1.1.2.2. Expected/Anticipated 1.1.3. Program Managers - Creating Employee Performance Plans 1.1.4. CO/COTRs – Creating Contractor Performance Plans, or evaluating Value Engineering Change Proposals (VECP) 1.2. Governance & Communications Communities of Practice (CoP) 1.2.1. Policy Owners 1.2.1.1. OCFO 1.2.1.1.1. Budget/Procurement Office 1.2.1.1.2. Strategic Planning 1.2.1.2. OCIO 1.2.1.2.1. IT Management 1.2.1.2.2. IT Operations 1.2.1.2.3. Information Assurance (Cyber Security) 1.2.1.2.4. IT Innovation 1.2.1.3. Information-Sharing/ Process Collaboration (i.e. policies and procedures regarding Partners, Agreements) 1.2.2. Governing IT Council/SME Peers (i.e. an "Architects Council") 1.2.2.1. Enterprise Architects (assumes others exist; also assumes EA participants aren't buried solely within the CIO shop) 1.2.2.2. Domain, Enclave, Segment Architects – i.e. the right affinity group for a "shared services" EA structure (per the EAMMF), which may be classified as Federated, Segmented, Service-Oriented, or Extended 1.2.2.3. External Oversight/Constraints 1.2.2.3.1. GAO/OIG & Legal 1.2.2.3.2. Industry Standards 1.2.2.3.3. Official public notification, response 1.2.3. Mission Constituents Participant & Analyst Community of Interest (CoI) 1.2.3.1. Mission Operators/Users 1.2.3.2. Public Constituents 1.2.3.3. Industry Advisory Groups, Stakeholders 1.2.3.4. Media 2. Benefit/Value (Note the actual benefits may not be discretely attributable to EA alone; EA is a very collaborative, cross-cutting discipline.) 2.1. Program Costs – EA enables sound decisions regarding... 2.1.1. Cost Avoidance – a TCO theme 2.1.2. Sequencing – alignment of capability delivery 2.1.3. Budget Instability – a Federal reality 2.2. Investment Capital – EA illuminates new investment resources via... 2.2.1. Value Engineering – contractor-driven cost savings on existing budgets, direct or collateral 2.2.2. Reuse – reuse of investments between programs can result in savings, chargeback models; avoiding duplication 2.2.3. License Refactoring – IT license & support models may not reflect actual or intended usage 2.3. Contextual Knowledge – EA enables informed decisions by revealing... 2.3.1. Common Operating Picture (COP) – i.e. cross-program impacts and synergy, relative to context 2.3.2. Expertise & Skill – who truly should be involved in architectural decisions, both business and IT 2.3.3. Influence – the impact of politics and relationships can be examined 2.3.4. Disruptive Technologies – new technologies may reduce costs or mitigate risk in unanticipated ways 2.3.5. What-If Scenarios – can become much more refined, current, verifiable; basis for Target Architectures 2.4. Mission Performance – EA enables beneficial decision results regarding... 2.4.1. IT Performance and Optimization – towards 100% effective, available resource utilization 2.4.2. IT Stability – towards 100%, real-time uptime 2.4.3. Agility – responding to rapid changes in mission 2.4.4. Outcomes –measures of mission success, KPIs – vs. only "Outputs" 2.4.5. Constraints – appropriate response to constraints 2.4.6. Personnel Performance – better line-of-sight through performance plans to mission outcome 2.5. Mission Risk Mitigation – EA mitigates decision risks in terms of... 2.5.1. Compliance – all the right boxes are checked 2.5.2. Dependencies –cross-agency, segment, government 2.5.3. Transparency – risks, impact and resource utilization are illuminated quickly, comprehensively 2.5.4. Threats and Vulnerabilities – current, realistic awareness and profiles 2.5.5. Consequences – realization of risk can be mapped as a series of consequences, from earlier decisions or new decisions required for current issues 2.5.5.1. Unanticipated – illuminating signals of future or non-symmetric risk; helping to "future-proof" 2.5.5.2. Anticipated – discovering the level of impact that matters 3. EA Program Facet (What parts of the EA can and should be communicated, using business or mission terms?) 3.1. Architecture Models – the visual tools to be created and used 3.1.1. Operating Architecture – the Business Operating Model/Architecture elements of the EA truly drive all other elements, plus expose communication channels 3.1.2. Use Of – how can the EA models be used, and how are they populated, from a reasonable, pragmatic yet compliant perspective? What are the core/minimal models required? What's the relationship of these models, with existing system models? 3.1.3. Scope – what level of granularity within the models, and what level of abstraction across the models, is likely to be most effective and useful? 3.2. Traceability – the maturity, status, completeness of the tools 3.2.1. Status – what in fact is the degree of maturity across the integrated EA model and other relevant governance models, and who may already be benefiting from it? 3.2.2. Visibility – how does the EA visibly and effectively prove IT investment performance goals are being reached, with positive mission outcome? 3.3. Governance – what's the interaction, participation method; how are the tools used? 3.3.1. Contributions – how is the EA program informed, accept submissions, collect data? Who are the experts? 3.3.2. Review – how is the EA validated, against what criteria?  Taxonomy Usage Example:   1. To speak with: a. ...a particular set of System Owners Facing Strategic Change, via mandate (like the "Cloud First" mandate); about... b. ...how the EA program's visible and easily accessible Infrastructure Reference Model (i.e. "IRM" or "TRM"), if updated more completely with current system data, can... c. ...help shed light on ways to mitigate risks and avoid future costs associated with NOT leveraging potentially-available shared services across the enterprise... 2. ....the following Marketing & Communications (Sales) Plan can be constructed: a. Create an easy-to-read "Consequence Model" that illustrates how adoption of a cloud capability (like elastic operational storage) can enable rapid and durable compliance with the mandate – using EA traceability. Traceability might be from the IRM to the ARM (that identifies reusable services invoking the elastic storage), and then to the PRM with performance measures (such as % utilization of purchased storage allocation) included in the OMB Exhibits; and b. Schedule a meeting with the Program Owners, timed during their Acquisition Strategy meetings in response to the mandate, to use the "Consequence Model" for advising them to organize a rapid and relevant RFI solicitation for this cloud capability (regarding alternatives for sourcing elastic operational storage); and c. Schedule a series of short "Discovery" meetings with the system architecture leads (as agreed by the Program Owners), to further populate/validate the "As-Is" models and frame the "To Be" models (via scenarios), to better inform the RFI, obtain the best feedback from the vendor community, and provide potential value for and avoid impact to all other programs and systems. --end example -- Note that communications with the intended audience should take a page out of the standard "Search Engine Optimization" (SEO) playbook, using keywords and phrases relating to "value" and "outcome" vs. "compliance" and "output". Searches in email boxes, internal and external search engines for phrases like "cost avoidance strategies", "mission performance metrics" and "innovation funding" should yield messages and content from the EA team. This targeted, informed, practical sales approach should result in additional buy-in and participation, additional EA information contribution and model validation, development of more SMEs and quick "proof points" (with real-life testing) to bolster the case for EA. The proof point here is a successful, timely procurement that satisfies not only the external mandate and external oversight review, but also meets internal EA compliance/conformance goals and therefore is more transparently useful across the community. In short, if sold effectively, the EA will perform and be recognized. EA won’t therefore be used only for compliance, but also (according to a validated, stated purpose) to directly influence decisions and outcomes. The opinions, views and analysis expressed in this document are those of the author and do not necessarily reflect the views of Oracle.

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  • Is there a Telecommunications Reference Architecture?

    - by raul.goycoolea
    @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Abstract   Reference architecture provides needed architectural information that can be provided in advance to an enterprise to enable consistent architectural best practices. Enterprise Reference Architecture helps business owners to actualize their strategies, vision, objectives, and principles. It evaluates the IT systems, based on Reference Architecture goals, principles, and standards. It helps to reduce IT costs by increasing functionality, availability, scalability, etc. Telecom Reference Architecture provides customers with the flexibility to view bundled service bills online with the provision of multiple services. It provides real-time, flexible billing and charging systems, to handle complex promotions, discounts, and settlements with multiple parties. This paper attempts to describe the Reference Architecture for the Telecom Enterprises. It lays the foundation for a Telecom Reference Architecture by articulating the requirements, drivers, and pitfalls for telecom service providers. It describes generic reference architecture for telecom enterprises and moves on to explain how to achieve Enterprise Reference Architecture by using SOA.   Introduction   A Reference Architecture provides a methodology, set of practices, template, and standards based on a set of successful solutions implemented earlier. These solutions have been generalized and structured for the depiction of both a logical and a physical architecture, based on the harvesting of a set of patterns that describe observations in a number of successful implementations. It helps as a reference for the various architectures that an enterprise can implement to solve various problems. It can be used as the starting point or the point of comparisons for various departments/business entities of a company, or for the various companies for an enterprise. It provides multiple views for multiple stakeholders.   Major artifacts of the Enterprise Reference Architecture are methodologies, standards, metadata, documents, design patterns, etc.   Purpose of Reference Architecture   In most cases, architects spend a lot of time researching, investigating, defining, and re-arguing architectural decisions. It is like reinventing the wheel as their peers in other organizations or even the same organization have already spent a lot of time and effort defining their own architectural practices. This prevents an organization from learning from its own experiences and applying that knowledge for increased effectiveness.   Reference architecture provides missing architectural information that can be provided in advance to project team members to enable consistent architectural best practices.   Enterprise Reference Architecture helps an enterprise to achieve the following at the abstract level:   ·       Reference architecture is more of a communication channel to an enterprise ·       Helps the business owners to accommodate to their strategies, vision, objectives, and principles. ·       Evaluates the IT systems based on Reference Architecture Principles ·       Reduces IT spending through increasing functionality, availability, scalability, etc ·       A Real-time Integration Model helps to reduce the latency of the data updates Is used to define a single source of Information ·       Provides a clear view on how to manage information and security ·       Defines the policy around the data ownership, product boundaries, etc. ·       Helps with cost optimization across project and solution portfolios by eliminating unused or duplicate investments and assets ·       Has a shorter implementation time and cost   Once the reference architecture is in place, the set of architectural principles, standards, reference models, and best practices ensure that the aligned investments have the greatest possible likelihood of success in both the near term and the long term (TCO).     Common pitfalls for Telecom Service Providers   Telecom Reference Architecture serves as the first step towards maturity for a telecom service provider. During the course of our assignments/experiences with telecom players, we have come across the following observations – Some of these indicate a lack of maturity of the telecom service provider:   ·       In markets that are growing and not so mature, it has been observed that telcos have a significant amount of in-house or home-grown applications. In some of these markets, the growth has been so rapid that IT has been unable to cope with business demands. Telcos have shown a tendency to come up with workarounds in their IT applications so as to meet business needs. ·       Even for core functions like provisioning or mediation, some telcos have tried to manage with home-grown applications. ·       Most of the applications do not have the required scalability or maintainability to sustain growth in volumes or functionality. ·       Applications face interoperability issues with other applications in the operator's landscape. Integrating a new application or network element requires considerable effort on the part of the other applications. ·       Application boundaries are not clear, and functionality that is not in the initial scope of that application gets pushed onto it. This results in the development of the multiple, small applications without proper boundaries. ·       Usage of Legacy OSS/BSS systems, poor Integration across Multiple COTS Products and Internal Systems. Most of the Integrations are developed on ad-hoc basis and Point-to-Point Integration. ·       Redundancy of the business functions in different applications • Fragmented data across the different applications and no integrated view of the strategic data • Lot of performance Issues due to the usage of the complex integration across OSS and BSS systems   However, this is where the maturity of the telecom industry as a whole can be of help. The collaborative efforts of telcos to overcome some of these problems have resulted in bodies like the TM Forum. They have come up with frameworks for business processes, data, applications, and technology for telecom service providers. These could be a good starting point for telcos to clean up their enterprise landscape.   Industry Trends in Telecom Reference Architecture   Telecom reference architectures are evolving rapidly because telcos are facing business and IT challenges.   “The reality is that there probably is no killer application, no silver bullet that the telcos can latch onto to carry them into a 21st Century.... Instead, there are probably hundreds – perhaps thousands – of niche applications.... And the only way to find which of these works for you is to try out lots of them, ramp up the ones that work, and discontinue the ones that fail.” – Martin Creaner President & CTO TM Forum.   The following trends have been observed in telecom reference architecture:   ·       Transformation of business structures to align with customer requirements ·       Adoption of more Internet-like technical architectures. The Web 2.0 concept is increasingly being used. ·       Virtualization of the traditional operations support system (OSS) ·       Adoption of SOA to support development of IP-based services ·       Adoption of frameworks like Service Delivery Platforms (SDPs) and IP Multimedia Subsystem ·       (IMS) to enable seamless deployment of various services over fixed and mobile networks ·       Replacement of in-house, customized, and stove-piped OSS/BSS with standards-based COTS products ·       Compliance with industry standards and frameworks like eTOM, SID, and TAM to enable seamless integration with other standards-based products   Drivers of Reference Architecture   The drivers of the Reference Architecture are Reference Architecture Goals, Principles, and Enterprise Vision and Telecom Transformation. The details are depicted below diagram. @font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }div.Section1 { page: Section1; } Figure 1. Drivers for Reference Architecture @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Today’s telecom reference architectures should seamlessly integrate traditional legacy-based applications and transition to next-generation network technologies (e.g., IP multimedia subsystems). This has resulted in new requirements for flexible, real-time billing and OSS/BSS systems and implications on the service provider’s organizational requirements and structure.   Telecom reference architectures are today expected to:   ·       Integrate voice, messaging, email and other VAS over fixed and mobile networks, back end systems ·       Be able to provision multiple services and service bundles • Deliver converged voice, video and data services ·       Leverage the existing Network Infrastructure ·       Provide real-time, flexible billing and charging systems to handle complex promotions, discounts, and settlements with multiple parties. ·       Support charging of advanced data services such as VoIP, On-Demand, Services (e.g.  Video), IMS/SIP Services, Mobile Money, Content Services and IPTV. ·       Help in faster deployment of new services • Serve as an effective platform for collaboration between network IT and business organizations ·       Harness the potential of converging technology, networks, devices and content to develop multimedia services and solutions of ever-increasing sophistication on a single Internet Protocol (IP) ·       Ensure better service delivery and zero revenue leakage through real-time balance and credit management ·       Lower operating costs to drive profitability   Enterprise Reference Architecture   The Enterprise Reference Architecture (RA) fills the gap between the concepts and vocabulary defined by the reference model and the implementation. Reference architecture provides detailed architectural information in a common format such that solutions can be repeatedly designed and deployed in a consistent, high-quality, supportable fashion. This paper attempts to describe the Reference Architecture for the Telecom Application Usage and how to achieve the Enterprise Level Reference Architecture using SOA.   • Telecom Reference Architecture • Enterprise SOA based Reference Architecture   Telecom Reference Architecture   Tele Management Forum’s New Generation Operations Systems and Software (NGOSS) is an architectural framework for organizing, integrating, and implementing telecom systems. NGOSS is a component-based framework consisting of the following elements:   ·       The enhanced Telecom Operations Map (eTOM) is a business process framework. ·       The Shared Information Data (SID) model provides a comprehensive information framework that may be specialized for the needs of a particular organization. ·       The Telecom Application Map (TAM) is an application framework to depict the functional footprint of applications, relative to the horizontal processes within eTOM. ·       The Technology Neutral Architecture (TNA) is an integrated framework. TNA is an architecture that is sustainable through technology changes.   NGOSS Architecture Standards are:   ·       Centralized data ·       Loosely coupled distributed systems ·       Application components/re-use  ·       A technology-neutral system framework with technology specific implementations ·       Interoperability to service provider data/processes ·       Allows more re-use of business components across multiple business scenarios ·       Workflow automation   The traditional operator systems architecture consists of four layers,   ·       Business Support System (BSS) layer, with focus toward customers and business partners. Manages order, subscriber, pricing, rating, and billing information. ·       Operations Support System (OSS) layer, built around product, service, and resource inventories. ·       Networks layer – consists of Network elements and 3rd Party Systems. ·       Integration Layer – to maximize application communication and overall solution flexibility.   Reference architecture for telecom enterprises is depicted below. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 2. Telecom Reference Architecture   The major building blocks of any Telecom Service Provider architecture are as follows:   1. Customer Relationship Management   CRM encompasses the end-to-end lifecycle of the customer: customer initiation/acquisition, sales, ordering, and service activation, customer care and support, proactive campaigns, cross sell/up sell, and retention/loyalty.   CRM also includes the collection of customer information and its application to personalize, customize, and integrate delivery of service to a customer, as well as to identify opportunities for increasing the value of the customer to the enterprise.   The key functionalities related to Customer Relationship Management are   ·       Manage the end-to-end lifecycle of a customer request for products. ·       Create and manage customer profiles. ·       Manage all interactions with customers – inquiries, requests, and responses. ·       Provide updates to Billing and other south bound systems on customer/account related updates such as customer/ account creation, deletion, modification, request bills, final bill, duplicate bills, credit limits through Middleware. ·       Work with Order Management System, Product, and Service Management components within CRM. ·       Manage customer preferences – Involve all the touch points and channels to the customer, including contact center, retail stores, dealers, self service, and field service, as well as via any media (phone, face to face, web, mobile device, chat, email, SMS, mail, the customer's bill, etc.). ·       Support single interface for customer contact details, preferences, account details, offers, customer premise equipment, bill details, bill cycle details, and customer interactions.   CRM applications interact with customers through customer touch points like portals, point-of-sale terminals, interactive voice response systems, etc. The requests by customers are sent via fulfillment/provisioning to billing system for ordering processing.   2. Billing and Revenue Management   Billing and Revenue Management handles the collection of appropriate usage records and production of timely and accurate bills – for providing pre-bill usage information and billing to customers; for processing their payments; and for performing payment collections. In addition, it handles customer inquiries about bills, provides billing inquiry status, and is responsible for resolving billing problems to the customer's satisfaction in a timely manner. This process grouping also supports prepayment for services.   The key functionalities provided by these applications are   ·       To ensure that enterprise revenue is billed and invoices delivered appropriately to customers. ·       To manage customers’ billing accounts, process their payments, perform payment collections, and monitor the status of the account balance. ·       To ensure the timely and effective fulfillment of all customer bill inquiries and complaints. ·       Collect the usage records from mediation and ensure appropriate rating and discounting of all usage and pricing. ·       Support revenue sharing; split charging where usage is guided to an account different from the service consumer. ·       Support prepaid and post-paid rating. ·       Send notification on approach / exceeding the usage thresholds as enforced by the subscribed offer, and / or as setup by the customer. ·       Support prepaid, post paid, and hybrid (where some services are prepaid and the rest of the services post paid) customers and conversion from post paid to prepaid, and vice versa. ·       Support different billing function requirements like charge prorating, promotion, discount, adjustment, waiver, write-off, account receivable, GL Interface, late payment fee, credit control, dunning, account or service suspension, re-activation, expiry, termination, contract violation penalty, etc. ·       Initiate direct debit to collect payment against an invoice outstanding. ·       Send notification to Middleware on different events; for example, payment receipt, pre-suspension, threshold exceed, etc.   Billing systems typically get usage data from mediation systems for rating and billing. They get provisioning requests from order management systems and inquiries from CRM systems. Convergent and real-time billing systems can directly get usage details from network elements.   3. Mediation   Mediation systems transform/translate the Raw or Native Usage Data Records into a general format that is acceptable to billing for their rating purposes.   The following lists the high-level roles and responsibilities executed by the Mediation system in the end-to-end solution.   ·       Collect Usage Data Records from different data sources – like network elements, routers, servers – via different protocol and interfaces. ·       Process Usage Data Records – Mediation will process Usage Data Records as per the source format. ·       Validate Usage Data Records from each source. ·       Segregates Usage Data Records coming from each source to multiple, based on the segregation requirement of end Application. ·       Aggregates Usage Data Records based on the aggregation rule if any from different sources. ·       Consolidates multiple Usage Data Records from each source. ·       Delivers formatted Usage Data Records to different end application like Billing, Interconnect, Fraud Management, etc. ·       Generates audit trail for incoming Usage Data Records and keeps track of all the Usage Data Records at various stages of mediation process. ·       Checks duplicate Usage Data Records across files for a given time window.   4. Fulfillment   This area is responsible for providing customers with their requested products in a timely and correct manner. It translates the customer's business or personal need into a solution that can be delivered using the specific products in the enterprise's portfolio. This process informs the customers of the status of their purchase order, and ensures completion on time, as well as ensuring a delighted customer. These processes are responsible for accepting and issuing orders. They deal with pre-order feasibility determination, credit authorization, order issuance, order status and tracking, customer update on customer order activities, and customer notification on order completion. Order management and provisioning applications fall into this category.   The key functionalities provided by these applications are   ·       Issuing new customer orders, modifying open customer orders, or canceling open customer orders; ·       Verifying whether specific non-standard offerings sought by customers are feasible and supportable; ·       Checking the credit worthiness of customers as part of the customer order process; ·       Testing the completed offering to ensure it is working correctly; ·       Updating of the Customer Inventory Database to reflect that the specific product offering has been allocated, modified, or cancelled; ·       Assigning and tracking customer provisioning activities; ·       Managing customer provisioning jeopardy conditions; and ·       Reporting progress on customer orders and other processes to customer.   These applications typically get orders from CRM systems. They interact with network elements and billing systems for fulfillment of orders.   5. Enterprise Management   This process area includes those processes that manage enterprise-wide activities and needs, or have application within the enterprise as a whole. They encompass all business management processes that   ·       Are necessary to support the whole of the enterprise, including processes for financial management, legal management, regulatory management, process, cost, and quality management, etc.;   ·       Are responsible for setting corporate policies, strategies, and directions, and for providing guidelines and targets for the whole of the business, including strategy development and planning for areas, such as Enterprise Architecture, that are integral to the direction and development of the business;   ·       Occur throughout the enterprise, including processes for project management, performance assessments, cost assessments, etc.     (i) Enterprise Risk Management:   Enterprise Risk Management focuses on assuring that risks and threats to the enterprise value and/or reputation are identified, and appropriate controls are in place to minimize or eliminate the identified risks. The identified risks may be physical or logical/virtual. Successful risk management ensures that the enterprise can support its mission critical operations, processes, applications, and communications in the face of serious incidents such as security threats/violations and fraud attempts. Two key areas covered in Risk Management by telecom operators are:   ·       Revenue Assurance: Revenue assurance system will be responsible for identifying revenue loss scenarios across components/systems, and will help in rectifying the problems. The following lists the high-level roles and responsibilities executed by the Revenue Assurance system in the end-to-end solution. o   Identify all usage information dropped when networks are being upgraded. o   Interconnect bill verification. o   Identify where services are routinely provisioned but never billed. o   Identify poor sales policies that are intensifying collections problems. o   Find leakage where usage is sent to error bucket and never billed for. o   Find leakage where field service, CRM, and network build-out are not optimized.   ·       Fraud Management: Involves collecting data from different systems to identify abnormalities in traffic patterns, usage patterns, and subscription patterns to report suspicious activity that might suggest fraudulent usage of resources, resulting in revenue losses to the operator.   The key roles and responsibilities of the system component are as follows:   o   Fraud management system will capture and monitor high usage (over a certain threshold) in terms of duration, value, and number of calls for each subscriber. The threshold for each subscriber is decided by the system and fixed automatically. o   Fraud management will be able to detect the unauthorized access to services for certain subscribers. These subscribers may have been provided unauthorized services by employees. The component will raise the alert to the operator the very first time of such illegal calls or calls which are not billed. o   The solution will be to have an alarm management system that will deliver alarms to the operator/provider whenever it detects a fraud, thus minimizing fraud by catching it the first time it occurs. o   The Fraud Management system will be capable of interfacing with switches, mediation systems, and billing systems   (ii) Knowledge Management   This process focuses on knowledge management, technology research within the enterprise, and the evaluation of potential technology acquisitions.   Key responsibilities of knowledge base management are to   ·       Maintain knowledge base – Creation and updating of knowledge base on ongoing basis. ·       Search knowledge base – Search of knowledge base on keywords or category browse ·       Maintain metadata – Management of metadata on knowledge base to ensure effective management and search. ·       Run report generator. ·       Provide content – Add content to the knowledge base, e.g., user guides, operational manual, etc.   (iii) Document Management   It focuses on maintaining a repository of all electronic documents or images of paper documents relevant to the enterprise using a system.   (iv) Data Management   It manages data as a valuable resource for any enterprise. For telecom enterprises, the typical areas covered are Master Data Management, Data Warehousing, and Business Intelligence. It is also responsible for data governance, security, quality, and database management.   Key responsibilities of Data Management are   ·       Using ETL, extract the data from CRM, Billing, web content, ERP, campaign management, financial, network operations, asset management info, customer contact data, customer measures, benchmarks, process data, e.g., process inputs, outputs, and measures, into Enterprise Data Warehouse. ·       Management of data traceability with source, data related business rules/decisions, data quality, data cleansing data reconciliation, competitors data – storage for all the enterprise data (customer profiles, products, offers, revenues, etc.) ·       Get online update through night time replication or physical backup process at regular frequency. ·       Provide the data access to business intelligence and other systems for their analysis, report generation, and use.   (v) Business Intelligence   It uses the Enterprise Data to provide the various analysis and reports that contain prospects and analytics for customer retention, acquisition of new customers due to the offers, and SLAs. It will generate right and optimized plans – bolt-ons for the customers.   The following lists the high-level roles and responsibilities executed by the Business Intelligence system at the Enterprise Level:   ·       It will do Pattern analysis and reports problem. ·       It will do Data Analysis – Statistical analysis, data profiling, affinity analysis of data, customer segment wise usage patterns on offers, products, service and revenue generation against services and customer segments. ·       It will do Performance (business, system, and forecast) analysis, churn propensity, response time, and SLAs analysis. ·       It will support for online and offline analysis, and report drill down capability. ·       It will collect, store, and report various SLA data. ·       It will provide the necessary intelligence for marketing and working on campaigns, etc., with cost benefit analysis and predictions.   It will advise on customer promotions with additional services based on loyalty and credit history of customer   ·       It will Interface with Enterprise Data Management system for data to run reports and analysis tasks. It will interface with the campaign schedules, based on historical success evidence.   (vi) Stakeholder and External Relations Management   It manages the enterprise's relationship with stakeholders and outside entities. Stakeholders include shareholders, employee organizations, etc. Outside entities include regulators, local community, and unions. Some of the processes within this grouping are Shareholder Relations, External Affairs, Labor Relations, and Public Relations.   (vii) Enterprise Resource Planning   It is used to manage internal and external resources, including tangible assets, financial resources, materials, and human resources. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the enterprise and manage the connections to outside stakeholders. ERP systems consolidate all business operations into a uniform and enterprise wide system environment.   The key roles and responsibilities for Enterprise System are given below:   ·        It will handle responsibilities such as core accounting, financial, and management reporting. ·       It will interface with CRM for capturing customer account and details. ·       It will interface with billing to capture the billing revenue and other financial data. ·       It will be responsible for executing the dunning process. Billing will send the required feed to ERP for execution of dunning. ·       It will interface with the CRM and Billing through batch interfaces. Enterprise management systems are like horizontals in the enterprise and typically interact with all major telecom systems. E.g., an ERP system interacts with CRM, Fulfillment, and Billing systems for different kinds of data exchanges.   6. External Interfaces/Touch Points   The typical external parties are customers, suppliers/partners, employees, shareholders, and other stakeholders. External interactions from/to a Service Provider to other parties can be achieved by a variety of mechanisms, including:   ·       Exchange of emails or faxes ·       Call Centers ·       Web Portals ·       Business-to-Business (B2B) automated transactions   These applications provide an Internet technology driven interface to external parties to undertake a variety of business functions directly for themselves. These can provide fully or partially automated service to external parties through various touch points.   Typical characteristics of these touch points are   ·       Pre-integrated self-service system, including stand-alone web framework or integration front end with a portal engine ·       Self services layer exposing atomic web services/APIs for reuse by multiple systems across the architectural environment ·       Portlets driven connectivity exposing data and services interoperability through a portal engine or web application   These touch points mostly interact with the CRM systems for requests, inquiries, and responses.   7. Middleware   The component will be primarily responsible for integrating the different systems components under a common platform. It should provide a Standards-Based Platform for building Service Oriented Architecture and Composite Applications. The following lists the high-level roles and responsibilities executed by the Middleware component in the end-to-end solution.   ·       As an integration framework, covering to and fro interfaces ·       Provide a web service framework with service registry. ·       Support SOA framework with SOA service registry. ·       Each of the interfaces from / to Middleware to other components would handle data transformation, translation, and mapping of data points. ·       Receive data from the caller / activate and/or forward the data to the recipient system in XML format. ·       Use standard XML for data exchange. ·       Provide the response back to the service/call initiator. ·       Provide a tracking until the response completion. ·       Keep a store transitional data against each call/transaction. ·       Interface through Middleware to get any information that is possible and allowed from the existing systems to enterprise systems; e.g., customer profile and customer history, etc. ·       Provide the data in a common unified format to the SOA calls across systems, and follow the Enterprise Architecture directive. ·       Provide an audit trail for all transactions being handled by the component.   8. Network Elements   The term Network Element means a facility or equipment used in the provision of a telecommunications service. Such terms also includes features, functions, and capabilities that are provided by means of such facility or equipment, including subscriber numbers, databases, signaling systems, and information sufficient for billing and collection or used in the transmission, routing, or other provision of a telecommunications service.   Typical network elements in a GSM network are Home Location Register (HLR), Intelligent Network (IN), Mobile Switching Center (MSC), SMS Center (SMSC), and network elements for other value added services like Push-to-talk (PTT), Ring Back Tone (RBT), etc.   Network elements are invoked when subscribers use their telecom devices for any kind of usage. These elements generate usage data and pass it on to downstream systems like mediation and billing system for rating and billing. They also integrate with provisioning systems for order/service fulfillment.   9. 3rd Party Applications   3rd Party systems are applications like content providers, payment gateways, point of sale terminals, and databases/applications maintained by the Government.   Depending on applicability and the type of functionality provided by 3rd party applications, the integration with different telecom systems like CRM, provisioning, and billing will be done.   10. Service Delivery Platform   A service delivery platform (SDP) provides the architecture for the rapid deployment, provisioning, execution, management, and billing of value added telecom services. SDPs are based on the concept of SOA and layered architecture. They support the delivery of voice, data services, and content in network and device-independent fashion. They allow application developers to aggregate network capabilities, services, and sources of content. SDPs typically contain layers for web services exposure, service application development, and network abstraction.   SOA Reference Architecture   SOA concept is based on the principle of developing reusable business service and building applications by composing those services, instead of building monolithic applications in silos. It’s about bridging the gap between business and IT through a set of business-aligned IT services, using a set of design principles, patterns, and techniques.   In an SOA, resources are made available to participants in a value net, enterprise, line of business (typically spanning multiple applications within an enterprise or across multiple enterprises). It consists of a set of business-aligned IT services that collectively fulfill an organization’s business processes and goals. We can choreograph these services into composite applications and invoke them through standard protocols. SOA, apart from agility and reusability, enables:   ·       The business to specify processes as orchestrations of reusable services ·       Technology agnostic business design, with technology hidden behind service interface ·       A contractual-like interaction between business and IT, based on service SLAs ·       Accountability and governance, better aligned to business services ·       Applications interconnections untangling by allowing access only through service interfaces, reducing the daunting side effects of change ·       Reduced pressure to replace legacy and extended lifetime for legacy applications, through encapsulation in services   ·       A Cloud Computing paradigm, using web services technologies, that makes possible service outsourcing on an on-demand, utility-like, pay-per-usage basis   The following section represents the Reference Architecture of logical view for the Telecom Solution. The new custom built application needs to align with this logical architecture in the long run to achieve EA benefits.   Packaged implementation applications, such as ERP billing applications, need to expose their functions as service providers (as other applications consume) and interact with other applications as service consumers.   COT applications need to expose services through wrappers such as adapters to utilize existing resources and at the same time achieve Enterprise Architecture goal and objectives.   The following are the various layers for Enterprise level deployment of SOA. This diagram captures the abstract view of Enterprise SOA layers and important components of each layer. Layered architecture means decomposition of services such that most interactions occur between adjacent layers. However, there is no strict rule that top layers should not directly communicate with bottom layers.   The diagram below represents the important logical pieces that would result from overall SOA transformation. @font-face { font-family: "Arial"; }@font-face { font-family: "Courier New"; }@font-face { font-family: "Wingdings"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0cm 0cm 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoCaption, li.MsoCaption, div.MsoCaption { margin: 0cm 0cm 10pt; font-size: 9pt; font-family: "Times New Roman"; color: rgb(79, 129, 189); font-weight: bold; }p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpFirst, li.MsoListParagraphCxSpFirst, div.MsoListParagraphCxSpFirst { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpMiddle, li.MsoListParagraphCxSpMiddle, div.MsoListParagraphCxSpMiddle { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }p.MsoListParagraphCxSpLast, li.MsoListParagraphCxSpLast, div.MsoListParagraphCxSpLast { margin: 0cm 0cm 0.0001pt 36pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }ol { margin-bottom: 0cm; }ul { margin-bottom: 0cm; } Figure 3. Enterprise SOA Reference Architecture 1.          Operational System Layer: This layer consists of all packaged applications like CRM, ERP, custom built applications, COTS based applications like Billing, Revenue Management, Fulfilment, and the Enterprise databases that are essential and contribute directly or indirectly to the Enterprise OSS/BSS Transformation.   ERP holds the data of Asset Lifecycle Management, Supply Chain, and Advanced Procurement and Human Capital Management, etc.   CRM holds the data related to Order, Sales, and Marketing, Customer Care, Partner Relationship Management, Loyalty, etc.   Content Management handles Enterprise Search and Query. Billing application consists of the following components:   ·       Collections Management, Customer Billing Management, Invoices, Real-Time Rating, Discounting, and Applying of Charges ·       Enterprise databases will hold both the application and service data, whether structured or unstructured.   MDM - Master data majorly consists of Customer, Order, Product, and Service Data.     2.          Enterprise Component Layer:   This layer consists of the Application Services and Common Services that are responsible for realizing the functionality and maintaining the QoS of the exposed services. This layer uses container-based technologies such as application servers to implement the components, workload management, high availability, and load balancing.   Application Services: This Service Layer enables application, technology, and database abstraction so that the complex accessing logic is hidden from the other service layers. This is a basic service layer, which exposes application functionalities and data as reusable services. The three types of the Application access services are:   ·       Application Access Service: This Service Layer exposes application level functionalities as a reusable service between BSS to BSS and BSS to OSS integration. This layer is enabled using disparate technology such as Web Service, Integration Servers, and Adaptors, etc.   ·       Data Access Service: This Service Layer exposes application data services as a reusable reference data service. This is done via direct interaction with application data. and provides the federated query.   ·       Network Access Service: This Service Layer exposes provisioning layer as a reusable service from OSS to OSS integration. This integration service emphasizes the need for high performance, stateless process flows, and distributed design.   Common Services encompasses management of structured, semi-structured, and unstructured data such as information services, portal services, interaction services, infrastructure services, and security services, etc.   3.          Integration Layer:   This consists of service infrastructure components like service bus, service gateway for partner integration, service registry, service repository, and BPEL processor. Service bus will carry the service invocation payloads/messages between consumers and providers. The other important functions expected from it are itinerary based routing, distributed caching of routing information, transformations, and all qualities of service for messaging-like reliability, scalability, and availability, etc. Service registry will hold all contracts (wsdl) of services, and it helps developers to locate or discover service during design time or runtime.   • BPEL processor would be useful in orchestrating the services to compose a complex business scenario or process. • Workflow and business rules management are also required to support manual triggering of certain activities within business process. based on the rules setup and also the state machine information. Application, data, and service mediation layer typically forms the overall composite application development framework or SOA Framework.   4.          Business Process Layer: These are typically the intermediate services layer and represent Shared Business Process Services. At Enterprise Level, these services are from Customer Management, Order Management, Billing, Finance, and Asset Management application domains.   5.          Access Layer: This layer consists of portals for Enterprise and provides a single view of Enterprise information management and dashboard services.   6.          Channel Layer: This consists of various devices; applications that form part of extended enterprise; browsers through which users access the applications.   7.          Client Layer: This designates the different types of users accessing the enterprise applications. The type of user typically would be an important factor in determining the level of access to applications.   8.          Vertical pieces like management, monitoring, security, and development cut across all horizontal layers Management and monitoring involves all aspects of SOA-like services, SLAs, and other QoS lifecycle processes for both applications and services surrounding SOA governance.     9.          EA Governance, Reference Architecture, Roadmap, Principles, and Best Practices:   EA Governance is important in terms of providing the overall direction to SOA implementation within the enterprise. This involves board-level involvement, in addition to business and IT executives. At a high level, this involves managing the SOA projects implementation, managing SOA infrastructure, and controlling the entire effort through all fine-tuned IT processes in accordance with COBIT (Control Objectives for Information Technology).   Devising tools and techniques to promote reuse culture, and the SOA way of doing things needs competency centers to be established in addition to training the workforce to take up new roles that are suited to SOA journey.   Conclusions   Reference Architectures can serve as the basis for disparate architecture efforts throughout the organization, even if they use different tools and technologies. Reference architectures provide best practices and approaches in the independent way a vendor deals with technology and standards. Reference Architectures model the abstract architectural elements for an enterprise independent of the technologies, protocols, and products that are used to implement an SOA. Telecom enterprises today are facing significant business and technology challenges due to growing competition, a multitude of services, and convergence. Adopting architectural best practices could go a long way in meeting these challenges. The use of SOA-based architecture for communication to each of the external systems like Billing, CRM, etc., in OSS/BSS system has made the architecture very loosely coupled, with greater flexibility. Any change in the external systems would be absorbed at the Integration Layer without affecting the rest of the ecosystem. The use of a Business Process Management (BPM) tool makes the management and maintenance of the business processes easy, with better performance in terms of lead time, quality, and cost. Since the Architecture is based on standards, it will lower the cost of deploying and managing OSS/BSS applications over their lifecycles.

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