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This page is a sandbox area to test various ideas on how to frame questions. The actual u questionnaire is a Google form. For that form there are 2 supporting pages:

  1. Explanatory notes
  2. Comments on the questions

ITANA (Educause) 2012 SOA survey

Background material and assumptions for each question can be found at: https://spaces.at.internet2.edu/display/itana/Questionnaire+explanatory+notes

Table of Contents

1. SOA maturity of your organization

I think we should look at the Open Group SOA maturity model LF
I wonder how usable the answeres will be LF

...

  1. Can you describe the SOA level of maturity of your organization using the terminology

...

  1. of the HP

...

  1. capability model (see notes)? If you represent a project (rather than an institution then Business, Program Management and Operations may not be applicable).

...

  1. Area

    Date

    Ad-hoc

    Basic

    Standardized

    Managed

    Adaptive

    Comments on the rank

    Business

...

  1. 2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    Program management

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    Governance

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    Architecture

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    Operations

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    People

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

    Enabling technologies

    2007

     

     

     

     

     

     

     

    2012

     

     

     

     

     

     

If your organization has experienced a growth in maturity:

  1. Has there been a significant change in your maturity level in the last 5 years

...

  1. What were the drivers for the change?
    1. The need for Enterprise Integration of back-end administrative systems (HR, Finances, Student)
    2. The need for better Master Data Management
    3. An Identity and Access Management program
    4. The need for greater agility
    5. The need to integrate learning systems
    6. Other

...

    1. (please specify)
  2. What were the most significant activities that contributed to this increased maturity?
    1. Organizational change 
    2. Technological change (such as the introduction of an ESB)
    3. Risk management

2.

...

Are industry (vertical) standards

...

2.1 Please indicate any standards you are currently using
Used for internal application integration
Used to communicate with external egencies
There is an enterprise-wide commitment to the standard
The standard is used as a guideline for design

  • PESC: Admissions application
  • PESC: EducationTest Scores
  • PESC: High School Transcript
  • PESC: College Transcript
  • IMS: e-Portfolio
  • IMS: LTI (Learning Tools Interoperability)
  • IMS: LIS (Learning Infrastructure Services)
  • Kuali: KS (Kuali Student)
  • Kuali: KIM (Kuali Identity Management)
  • Kuali: KEW (Kuali Enterprise Workflow)
  • HR XML

2.2 Please list any additional standards that you are using that do not appear in the list above

3. Governance

being used either directly or, to provide guidance.

How is the standard being used (or are you developing home-grown standards):...linked to governance

  1. For internal enterprise integration
  2. For interoperability with agencies outside your organization
  3. Is there an enterprise commitment to this standard
  1. HR XML
  2. PESC (be specific about which ones)
  3. IMS Global (be specific about which ones)
    1. LIS
    2. LTI
    3. Etc
  4. Other
  5. Kuali
    1. Kuali Student
    2. Kuali Identity Management

3. Governance

Describe governance structures that support SOA.  Is this governance enterprise-wide or distributed.

...

  1. Inventory Management (service inventory).  Publication of contracts.  Is there an enterprise wide process for managing this?
    1. Do you have processes for documenting and publishing

...

3.2 Please add any additional information on the management of service contracts (that is not captured above)

...

    1. the services
    2. Do you have processes for managing changes to the services (change management)
    3. Is there any gate keeping over the publication of services (assuming you have an overall SOA for your enterprise)
  2. Data Governance.  Successful SOA and successful data management go together?
    1. Have you developed a conceptual enterprise data model (or parts of one) ?

...

    1. Do you have data stewards.  Do data stewards contribute to the definition of services?
    2. Is there an MDM (master data management) strategy?
    3. How does this connect to service message structures?
  1. Has SOA changed your IT governance? If so

...

  1. how?
  2. Has SOA introduced new roles and/or responsibilities?

4. Identity and access management

4.1 Which of the following capabilities are exposed (either entirely, or partially) as service endpoints?

  • Authentication (verification of user name and password)
  • Authorization (permissions)
  • The management of user attributes
  • Communicating user attributes

...

  1. How do your services interact with your enterprise IAM frameworks?
    1. Authentication
    2. Authorization
    3. The management and distribution of user attributes
  2. How do you manage trust in a distributed environment?
    1. Service-to-service authentication
    2. Service to service authorization (if applicable)
    3. The distribution of user attributes
    4. SSO

5. SOA design principles

...

  1. Design approach. 
    1. Conceptual models
      1. Have you developed enterprise capability maps

...

      2. Have you developed an enterprise ontology

...

      2. Have you developed an enterprise conceptual data architecture
    2. How do you design your contracts?

...

      1. Contract first
      2. Bottom up (java annotations)
  2. Message syntax (notes). Different message styles are appropriate for different contexts. Which ones do you use?
    1. SOAP
    2. REST
    3. Plain old XML (POX)
    4. Other
  3. Documentation. How do you document your service contracts?
    1. Interfaces published in javadoc
    2. XML schema

5.2 Do you version your service contracts during the design process?

  • Yes
  • No

...

    2. Textual descriptions on wikis

...

5.4 Do you publish meta-data about each service (assumptions, intended use, glossaries)?

5.5 Which message architectures do you use?

  • SOAP
  • REST
  • POX (Plain Old XML) RPC
  • Other:
6. Technologies

6.1 Are you using an integrated commercial SOA suite

  • Oracle fusion (including either Weblogic or Glassfish)
  • IBM websphere
  • Other:

6.2 Are you using one or more of te following service-bus applications

  • Mulesoft
  • WSO2
  • Fuse (built on Apache ServiceMix)
  • Apache ServiceMix
  • JBoss ESB
  • Kuali Service Bus (KSB)
  • Other:

6.3 Please indicate which enterrpsie services are connected via the service bus

6.4 Which of the following technology standards are being used in your SOA implemenation?

  • XML binding: JAXB, JAX-WS
  • Transactions: WS-Transaction
  • Business process Execution Language: BPEL

6.5 Which of the following security related standards are you using?

  • SAML
  • WS-Security
  • WS-Trust
  • WS-Policy
  • Kuali Identity Management (KIM)

6.6 How would you describe the message topology of your SOA

  • Bus (service endpoints only connect via a bus)
  • Hub and spoke (all communications go through a hub)
  • Point-to-point
  • Federated
  • Several of the above
  • Other:

6.7 Has the introduction of any SOA related technologies altered your enterprise technology architecture?

7. Cost benefit analysis

7.1 Indicate whether you think there has been an increase in strategic value in any of the following areas

  • Process improvement
  • The deployment of new capabilities
  • Rationalization and simplification of access to enterprise data

7.2 Metrics

  • In theory, could you calculate the cost of developing a service?
  • Have there been savings in terms of service re-use:
8. Individual projects and initiatives

In this section we would like to collect some detailed information about individual SOA projects or initiatives that you have undertaken in the last 18 months. The section allows for up to 2 projects. However, if there are more you would like to share, there is a freeform text box at the end of the section.

...

Project #1

...

8.1a Name of the project

8.2a Project url (if public)

8.3a Where is the project on the project lifecycle *

8.4a What are the goals of the project (technology goals and business goals)

8.5a What business domains does this project address?

  • Learning tools ecosystem (LMS, e-Portfolio, learning objects, repository management)
  • Student (enrollment, planning, records, awards and financial aid)
  • Research admin (grants, ethics, accounting, publications)
  • Back-end administration (HR, Payroll, Finance)
  • Enterprise infrastructure (workflow, identity, business rules management)

...

Project #2

...

8.1b Name of the project

8.2b Project url (if public)

8.4b What are the goals of the project (technology goals and business goals)

8.5b What business domains does this project address?

  • Learning tools ecosystem (LMS, e-Portfolio, learning objects, repository management)
  • Student (enrollment, planning, records, awards and financial aid)
  • Research admin (grants, ethics, accounting, publications)
  • Back-end administration (HR, Payroll, Finance)
  • Enterprise infrastructure (workflow, identity, business rules management)

...

  1. How do you mange trust between the various components
  2. If some components are in the cloud, how will that affect your security architecture
  3. Messaging: synch/asynch

6. Technologies

  1. Is a commercial "turnkey" SOA solution being used:
    1. Oracle fusion
    2. IBM websphere
  2. Are any open source or open source plus support solutions being used for an ESB:
    1. MuleSoft
    2. WSO2
    3. Fuse
    4. Apache ServiceMix
  3. Standards
    1. XML binding JAXB, JAX-WS, other
    2. SAML
  4. Has SOA led you to re-engineer your infrastructure? For example, if your data warehouse is the current hub of data exchange, does SOA change this?

7. Cost benefit analysis

  1. Metrics
    1. Cost to build each service
    2. Integration costs related to service re-use
    3. service reuse opportunities
  2. Strategic Value -- ROI
    1. Have processes been improved?
    2. Have new capabilities been provided?
    3. What other benefits have resulted from SOA, e.g., reusabile services  reduced development time  better access to enterprise data  rationalization of business process?

8. Individual SOA projects and initiatives:

List up to three projects.  Distinguish between SOA projects and projects that involve SOA.  Where do these fall in the SOA maturation.  Top-down or bottom-up.  What business processes are being supported.  How does this project move you forward in the maturity model.  Does not have to be a technology project?   SizrWhat are the goals of the project?  Quantification.  Can we make generalizations about where there is the most activity?

  1. Where they fall on the project lifecycle:
    1. Investigation
    2. Planning
    3. Execution
    4. Review
  2. What were the goals (business and technology)
  3. What business domains are addressed by this project:
    1. Learning tools ecosystem
      1. Learningt objects
      2. e-Portfolio
    2. Administrative systems
      1. Student (recruitment, admissions, academic records, registration, awards and financial aid, degree audit, advising)
      2. HR (recruitment, benefits, payroll, pension, leaves)
      3. Finance
    3. Research (grant applications, ethics, funding, publications)
      1. Publications
  4. Enterprise infrastructure
    1. Workflow
    2. Other (please describe)