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Internet-based Self-Services
     from Analysis and Design to Deployment


                  Jorge Cardoso                       John A. Miller
       Dept. Engenharia Informatica/CISUC       Computer Science Department
              University of Coimbra                University of Georgia
                Coimbra, Portugal                    Athens, GA, USA
               jcardoso@dei.uc.pt                    jam@cs.uga.edu




IEEE SE 2012 1st International Conference on Services Economics June 24-29 2012, Hyatt
                Regency Waikiki Resort and Spa, Honolulu, Hawaii, USA
Roadmap
• Motivation, objectives,
  and findings

• SEASIDE
   –   Service architecture
   –   Service analysis
   –   Service design
   –   Service implementation
   –   Service deployment


• Conclusions
Motivation
• Past research in the field of services
  1. Software and IT perspective
  2. Business and marketing
  3. Service design

• Our goal
  – Bridge 1-3
  – Investigate a Systematic approach for
    Internet-based Self-Service (ISS)
    development
what is an Internet-based Self-
          Service (ISS)

• Subclass of real-
  world services
• No direct service
  employee
• Driven by self-
  service technologies
• The Internet as a
  delivery channel
                         Self-ticket purchasing using the Internet is an
                          example of an Internet-based self-service
Objectives
• Systematic approach
  – Guiding framework
  – Support analysis, design, implementation
    and deployment


• Improve traceability and consistency
• Reduce complexity and development
  costs
SEASIDE
• Systematic ISS development
• Rely on:
  – Enterprise architectures (EA),
  – Model-driven development (MDD),
  – Model-view-controller pattern (MVC), and
  – Platform as a service (PaaS)




         SEASIDE = SystEmAtic ServIce DEvelopment
Findings
• SEASIDE
 – Increases traceability (EA, MDD)
 – Increases consistency of code (MDD,
   MVC)
 – Reduces complexity (EA, MDD, MVC)
 – Lowers deployment costs (PaaS)
ITIL IMS Use Case

– Incident Management
  Service (IMS)
  • From ITIL
– Blueprint >>
– Resolve incidents
  • Disks errors
  • Printers not working


 ITIL = Information Technology Infrastructure Library
SEASIDE
The
service architecture
 is a blueprint which
   captures artifacts
   produced during
  ISS development
SEASIDE:Service architecture




            Zachman enterprise architecture
SEASIDE:Service architecture

• Adoption of an
  enterprise
  architecture
• Organize services’
  developments
• Control
  completeness
  – models, interfaces,   Zachman enterprise architecture
    and linkings
SEASIDE:Service architecture
• Service analysis
   – Contextual abstraction (mindmaps, nested bullet lists,
     etc.)

• Service design
   – Logical abstraction (models, MDD)

• Service implementation
   – As build abstraction (MVC)

• Service deployment
   – Functioning abstraction (PaaS)
SEASIDE
systematic development
          drives
 service analysis, design,
   implementation and
       deployment
SEASIDE:Systematic development
SEASIDE:Systematic development

• Steps 1-2)
 – Construct service models based
   on the semantics captured in the
   analysis phase

• Steps 3-4)
 – Models are serialized to XML.
 – Code/instructions are generated
   from models using XSLT.

• Step 5)
 – Code/instructions are organized
   using MVC structure customized
   for services
 – The service is automatically
   deployed into a commercial PaaS
   platform
Service analysis
Service analysis
• Use weak semantics to identify ISS main concepts
• ITIL IMS case study …

  1) Incident. Unplanned interruption of an IT service.
   a) Priority. How quickly the service should address the incident.
      i) Impact. The effect on the business.
      ii) Urgency. The need for a fast resolution.
   b) Supervisor. The responsible actor.
  2) Solution. Steps to solve the incident.
  3) Customer. The actor which submitted the incident.
  4) . . . .
Service design
Service design
• Aggregates several models according to the
  service architecture

• ITIL IMS use case …
  – E-R models (ER) for modeling data (’what’)
  – Service blueprinting (SB) to model functions (’how’)
  – Network graphs (NG) to model locations (‘where’)
  – Low fidelity prototypes to model user interfaces (UI)
    (’who’)
  – USDL to model schedules and motivations (’when’
    and ’why’)
Example:Service blueprint
                         (1) Sparx Systems’ Enterprise Architect
• BPMN to design         (2) Bonita BPMN workflow editor
  services’ blueprints

• Mapping between
  BPMN and blueprints

• Transform BPMN into
  a MVC pattern
                                    XML serialization
Example:UI
• Blueprint tasks are    Balsamiq mockups
  associated with a UI
  view

• Low fidelity
  prototypes are
  created manually



                         XML serialization
Example:Service description
• Enhance service description
  with business and operational
  aspects
   – Quality of service, pricing and
     legal aspects among others.

• Transform USDL specification
  to:
   – UI Views of the MVC and
   – Software code in the form of
     business rules
   – Rules were injected into MVC
     controllers to specify the
     periods (i.e. days/hours) when
     the ITIL IMS was available to
     end users



                                       XML serialization
USDL
• Unified Service
  Description Language

• Master data model for services

• Describe various types of services
   – professional to electronic services

• Holistic
   – business aspects such as ownership
     and provisioning, pricing and legal aspects,
     in addition to technical aspects

• http://www.genssiz.org/research/service-modeling/alpha-usdl/
• http://www.linked-usdl.org/
• http://www.internet-of-services.com/
Service implementation
Code generation
• The transformation of ISS’ models into
  code
  – Builds upon our previous work
  – Uses XSLT and XPath

• Code organized according to an adapted
  version of the MVC pattern
  – Called MVC for Services
  – Later deployed in a PaaS
MVC for Service
• Model
  – Code of the data models of the service architecture (i.e.
    ’what’ dimension).

• View
  – Instructions of the UI models of the architecture (i.e.
    ’who’ dimension).

• Controller
  – Code of the blueprint and USDL models of the service
    architecture
  – i.e. ’how’, ’why’ and ’when’ dimensions
MVC for Service
• Controller generated from a service blueprint
• Illustrates the control-flow
 de f c r e a t e

  @i n c i d e n t = I n c i d e n t . new(@params [ ’ p r i o r i t y ’ ] )
  @i n c i d e n t . d a t e = Date . t o d a y
  i f @i n c i d e n t . p r i o r i t y == ‘ ‘1 ’ ’
    r e d i r e c t t o : a c t i o n => ’ NotifySeniorStaff ’
  else
    r e d i r e c t t o : a c t i o n => ’ InitialDiagnosis ’
  end

 end
Service deployment
Service deployment using PaaS
• In our experiment we selected the Heroku platform
   – Ease of use, automation, and reliability for Web applications

• The following commands were retrieved automatically
  executed to deploy the ITIL IMS:

   $ heroku create <imservice> –stack cedar
   $ git init # Initialize the code repository
   $ git commit ... # Several commits were made
   $ git push heroku master

• Since the PaaS used MVC, it knew exactly where all the
  necessary directories, models, views and controllers of our
  ISS were located
Conclusions
• Results
   – The SEASIDE systematic methodology for ISS
     development

• The approach is suitable for
   – The ’massification’ of services’
   – Reduces development complexity and costs
   – Reduces time to market

• Findings
   – Applicability of integrating EA, MDD, MVC, and PaaS to
     support a step-by-step guidance for ISS development

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Systematic Approach for Developing Internet-based Self-Services (ISS

  • 1. Internet-based Self-Services from Analysis and Design to Deployment Jorge Cardoso John A. Miller Dept. Engenharia Informatica/CISUC Computer Science Department University of Coimbra University of Georgia Coimbra, Portugal Athens, GA, USA jcardoso@dei.uc.pt jam@cs.uga.edu IEEE SE 2012 1st International Conference on Services Economics June 24-29 2012, Hyatt Regency Waikiki Resort and Spa, Honolulu, Hawaii, USA
  • 2. Roadmap • Motivation, objectives, and findings • SEASIDE – Service architecture – Service analysis – Service design – Service implementation – Service deployment • Conclusions
  • 3. Motivation • Past research in the field of services 1. Software and IT perspective 2. Business and marketing 3. Service design • Our goal – Bridge 1-3 – Investigate a Systematic approach for Internet-based Self-Service (ISS) development
  • 4. what is an Internet-based Self- Service (ISS) • Subclass of real- world services • No direct service employee • Driven by self- service technologies • The Internet as a delivery channel Self-ticket purchasing using the Internet is an example of an Internet-based self-service
  • 5. Objectives • Systematic approach – Guiding framework – Support analysis, design, implementation and deployment • Improve traceability and consistency • Reduce complexity and development costs
  • 6. SEASIDE • Systematic ISS development • Rely on: – Enterprise architectures (EA), – Model-driven development (MDD), – Model-view-controller pattern (MVC), and – Platform as a service (PaaS) SEASIDE = SystEmAtic ServIce DEvelopment
  • 7. Findings • SEASIDE – Increases traceability (EA, MDD) – Increases consistency of code (MDD, MVC) – Reduces complexity (EA, MDD, MVC) – Lowers deployment costs (PaaS)
  • 8. ITIL IMS Use Case – Incident Management Service (IMS) • From ITIL – Blueprint >> – Resolve incidents • Disks errors • Printers not working ITIL = Information Technology Infrastructure Library
  • 10. The service architecture is a blueprint which captures artifacts produced during ISS development
  • 11. SEASIDE:Service architecture Zachman enterprise architecture
  • 12. SEASIDE:Service architecture • Adoption of an enterprise architecture • Organize services’ developments • Control completeness – models, interfaces, Zachman enterprise architecture and linkings
  • 13. SEASIDE:Service architecture • Service analysis – Contextual abstraction (mindmaps, nested bullet lists, etc.) • Service design – Logical abstraction (models, MDD) • Service implementation – As build abstraction (MVC) • Service deployment – Functioning abstraction (PaaS)
  • 14. SEASIDE systematic development drives service analysis, design, implementation and deployment
  • 16. SEASIDE:Systematic development • Steps 1-2) – Construct service models based on the semantics captured in the analysis phase • Steps 3-4) – Models are serialized to XML. – Code/instructions are generated from models using XSLT. • Step 5) – Code/instructions are organized using MVC structure customized for services – The service is automatically deployed into a commercial PaaS platform
  • 18. Service analysis • Use weak semantics to identify ISS main concepts • ITIL IMS case study … 1) Incident. Unplanned interruption of an IT service. a) Priority. How quickly the service should address the incident. i) Impact. The effect on the business. ii) Urgency. The need for a fast resolution. b) Supervisor. The responsible actor. 2) Solution. Steps to solve the incident. 3) Customer. The actor which submitted the incident. 4) . . . .
  • 20. Service design • Aggregates several models according to the service architecture • ITIL IMS use case … – E-R models (ER) for modeling data (’what’) – Service blueprinting (SB) to model functions (’how’) – Network graphs (NG) to model locations (‘where’) – Low fidelity prototypes to model user interfaces (UI) (’who’) – USDL to model schedules and motivations (’when’ and ’why’)
  • 21. Example:Service blueprint (1) Sparx Systems’ Enterprise Architect • BPMN to design (2) Bonita BPMN workflow editor services’ blueprints • Mapping between BPMN and blueprints • Transform BPMN into a MVC pattern XML serialization
  • 22. Example:UI • Blueprint tasks are Balsamiq mockups associated with a UI view • Low fidelity prototypes are created manually XML serialization
  • 23. Example:Service description • Enhance service description with business and operational aspects – Quality of service, pricing and legal aspects among others. • Transform USDL specification to: – UI Views of the MVC and – Software code in the form of business rules – Rules were injected into MVC controllers to specify the periods (i.e. days/hours) when the ITIL IMS was available to end users XML serialization
  • 24. USDL • Unified Service Description Language • Master data model for services • Describe various types of services – professional to electronic services • Holistic – business aspects such as ownership and provisioning, pricing and legal aspects, in addition to technical aspects • http://www.genssiz.org/research/service-modeling/alpha-usdl/ • http://www.linked-usdl.org/ • http://www.internet-of-services.com/
  • 26. Code generation • The transformation of ISS’ models into code – Builds upon our previous work – Uses XSLT and XPath • Code organized according to an adapted version of the MVC pattern – Called MVC for Services – Later deployed in a PaaS
  • 27. MVC for Service • Model – Code of the data models of the service architecture (i.e. ’what’ dimension). • View – Instructions of the UI models of the architecture (i.e. ’who’ dimension). • Controller – Code of the blueprint and USDL models of the service architecture – i.e. ’how’, ’why’ and ’when’ dimensions
  • 28. MVC for Service • Controller generated from a service blueprint • Illustrates the control-flow de f c r e a t e @i n c i d e n t = I n c i d e n t . new(@params [ ’ p r i o r i t y ’ ] ) @i n c i d e n t . d a t e = Date . t o d a y i f @i n c i d e n t . p r i o r i t y == ‘ ‘1 ’ ’ r e d i r e c t t o : a c t i o n => ’ NotifySeniorStaff ’ else r e d i r e c t t o : a c t i o n => ’ InitialDiagnosis ’ end end
  • 30. Service deployment using PaaS • In our experiment we selected the Heroku platform – Ease of use, automation, and reliability for Web applications • The following commands were retrieved automatically executed to deploy the ITIL IMS: $ heroku create <imservice> –stack cedar $ git init # Initialize the code repository $ git commit ... # Several commits were made $ git push heroku master • Since the PaaS used MVC, it knew exactly where all the necessary directories, models, views and controllers of our ISS were located
  • 31. Conclusions • Results – The SEASIDE systematic methodology for ISS development • The approach is suitable for – The ’massification’ of services’ – Reduces development complexity and costs – Reduces time to market • Findings – Applicability of integrating EA, MDD, MVC, and PaaS to support a step-by-step guidance for ISS development