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MESOA - Sept. 17, 2010
                                                                             Timişoara - Romania




Context-Driven Adaptive Monitoring for
Supporting SOA Governance
Norha M. Villegas
Hausi A. Müller
Rigi Group - Computer Science Department
University of Victoria, Canada
         y            ,
nvillega@cs.uvic.ca                     hausi@cs.uvic.ca
http://webhome.csc.uvic.ca/~nvillega/   http://webhome.cs.uvic.ca/~hausi/
2

                                         MESOA - Sept. 17/2010



Research Questions
 Service-oriented applications are highly dependent on
              environmental information


 How can we represent the context that can affect the behavior of
                  a service-oriented system?


 How can we change this representation at run-time as required
   by changes in business objectives and the environment?


    How can we manage the relevant context under changing
                      requirements?
3

                                     MESOA - Sept. 17/2010




 Outline

  1. The research      2. Challenges in
 problem and the           dynamic
                                                     3. O contribution
                                                        Our  t ib ti
promise of service-   monitoring for SOA
oriented computing        governance



                                                     6. Ongoing research
  4.
  4 Application        5.
                       5 Our Approach
                                                        and summary
4

                                   MESOA - Sept. 17/2010




Dynamic Monitoring of Service-Oriented Systems
5

                                                                  MESOA - Sept. 17/2010




Service-Oriented Computing: its
visionary promise
                Creating dynamic                          Spanning
                and agile business                    organizations and
                    processes                         business platforms



                 By assembling components into loosely
                       coupled network of services




   Papazoglou et al., Service-oriented computing: state of the art and research challenges. IEEE
                                         Computer, 2007
6

                                            MESOA - Sept. 17/2010




Complex Dynamics in Service Composition
• Service composition must understand and respect or is
  affected by:
            y
  ▫ Policies
  ▫ Performance levels               Context
  ▫ Security requirements       Monitoring is
  ▫ Service level agreements            Key!
  ▫ User’s matters of concern

 Dynamic service composition is affected by environmental information
    that characterize the situation of users, services, computational
                                            ,         ,    p
                        platforms and businesses
7

                                                                      MESOA - Sept. 17/2010




Some MESOA Research Challenges

•     Design for context-awareness
•     Automated governance                                                         Context is
•     Run-time monitoring
      R    i        i i
•     Dynamic service discovering
                                                                                  everywhere!
•     Dynamic service composition
•     Adaptive maintenance and evolution practices
•     Mapping between business process and services
•     Run-time V&V (compliance with design and run-time constraints)



    Lewis et al., “MESOA 2009: Proceedings of the 3rd international workshop on a research agenda for maintenance
                   MESOA
            and evolution of service-oriented systems,” CMU/SEI, Tech. Rep. CMU/SEI-2010-SR-004, 2010.
8

                                             MESOA - Sept. 17/2010


Dynamic Context Monitoring for SOA Governance:
Research Challenges

      SOA governance needs to manage context information to
       ensure the execution and evolution of service-oriented
                              systems




      Relevant context must be       Monitoring requirements are
     specified at design-time but    dynamic, the relevant context
        managed at run-time            is not the same over time



                                                                     Distributive
     Business
     B i            User’s
                    U ’       New
                              N service i    Different
                                             Diff    t
                                                                      nature of
     objectives    concerns   interactions    SLAs
                                                                      services
9

                                   MESOA - Sept. 17/2010




Dynamic Monitoring Instrumentation



      Service-oriented monitoring infrastructures are
      required to adapt themselves to address dynamic
   monitoring objectives according to changes in business-
             g    j               g         g
   level objectives and processes, user’s concerns and the
                         environment
10

                                   MESOA - Sept. 17/2010




Optimizing SOA Governance


   SOA governance requires effective mechanisms to
  control the accomplishment of governance objectives
        l h         li h      f             bj i
       under changing environmental conditions




    Context-            Adaptive                            Dynamic
   Awareness             Sytems                            Monitoring
11

                                      MESOA - Sept. 17/2010




Our Contribution: Dynamic Monitoring
for SOA Governance

         A feature based model to represent relevant
           feature-based
            context and monitoring requirements



                           Feedback loops are first level
           An adaptive            components
          control-based
            reference
                            Monitoring objectives keep
         architecture to
                             relevance with respect to
           implement          governance objectives
        dynamic context
           monitoringg
                            New monitoring strategies
         infrastructures      defined at run-time
12

                                  MESOA - Sept. 17/2010




Through Run-Time Re-Negotiation of SLAs
13

                                                       MESOA - Sept. 17/2010




Run-Time Re-Negotiation of SLA
R Ti     R N    ti ti    f SLAs
                                 Minimum       10 trans/sec  summer
                                 transaction
                                 rate          5 trans/sec  the remainder of the year


 SLA: Minimum transaction rate
 SLO: throughput
14

                      MESOA - Sept. 17/2010




Run-Time Re-Negotiation of SLAs

    The dynamic re-negotiation of
         y            g
     SLAs should be performed
   according to current situations:
           g

   Changes in the hotel occupancy
       g                    p   y
                rate
15

                        MESOA - Sept. 17/2010




Run-Time Re-Negotiation of SLAs




         CONTEXT


                   CONTEXT
16

                                  MESOA - Sept. 17/2010




Governance Feedback Loops
                        p
Feature-Based Context-Driven Context Management
17

                                                                      MESOA - Sept. 17/2010




Context-Aware Governance Feedback
Loops




Müller et al., “SOA governance optimizes the business and evolution of service-oriented systems,” In proceedings of
                        MESOA 2009 CMU/SEI, Tech. Rep. CMU/SEI-2010-SR-004, 2010.
18

                                                                     MESOA - Sept. 17/2010




Feature-Based Context Meta-Model
1. Our context taxonomy




                                                               Minimum              10 trans/sec  summer
                                                               transaction
                                                               rate                  5 trans/sec  the remainder of the year



N. M. Villegas and H. A. Müller, “Managing dynamic context to optimize smart interactions and services”, Springer
                                       LNCS, vol. 6400, 2010, to appear.
19

                                                                     MESOA - Sept. 17/2010




Feature-Based Context Meta-Model
2. Features to guide context modeling and
   management




N. M. Villegas and H. A. Müller, “Managing dynamic context to optimize smart interactions and services”, Springer
                                       LNCS, vol. 6400, 2010, to appear.
20

Rigi Research Group
21

                     MESOA - Sept. 17/2010



Control-Based S i Component
C t l B d Service C       t
Reference Architecture
22

                     MESOA - Sept. 17/2010



Control-Based S i Component
C t l B d Service C       t
Reference Architecture
23

                                     MESOA - Sept. 17/2010




Context-Model Controller Architecture




           Inference    Inference              Definition
           of context       of                     of
 Context    control     monitoring             monitoring    Monitoring
 Model     objectives
              j         strategies
                              g                  p
                                                 plans       Plan
24

                                                 MESOA - Sept. 17/2010




 Context Monitor Architecture
 C t t M it A hit t




                  Deployment                                     Correlation
Monitoring Plan
         g          of the     Gathering   Handling               of context   Symptoms
                                                                                y p
                   strategy
                    t t                                              facts
                                                                     f t
25

                                          MESOA - Sept. 17/2010




 Context Sensing Architecture
 C t t S i A hit t




Context sensing    Context     Sensor                 Pre-        Context
request           gathering   discovery            processing     observation
26

                    MESOA - Sept. 17/2010




Dynamic Monitoring Strategies
27

                    MESOA - Sept. 17/2010



Case Application:
Concrete
architecture for
the monitoring
infrastructure
required by the
case application
28

                                                      Rigi Research Group



Related Work
• Current SOA monitoring approaches are not context aware (e.g., IBM-
                                                                 IBM
  WSLA)

• There is not many evidence of monitoring approaches able to change
  dynamic monitoring strategies at run-time (e.g., approaches surveyed by
  Bianco et al., Villegas and Müller, and the Petals European Project)

• A
  Aspect-oriented approaches provide partial d
       t i t d           h       id     ti l dynamicity (
                                                  i it (e.g., D
                                                              Dynamo of
                                                                      f
  Baresi and Guinea’s)
  ▫ Monitoring assertions are generated at compilation-time or load-time
  ▫ Once at run-time, logic monitoring is statically integrated into business logic
                    , g              g             y     g                      g

• Current approaches focuses on requirements for the adaptation of the
  managed system rather than on the adaptation of the monitoring strategy
  itself
  it lf
29

                                                        MESOA - Sept. 17/2010




Ongoing Research
      Definition of case studies from industry to validate the approach
      (e.g., IBM-CAS)


                                             Design-time representation
     Evaluation of the feature-based model
     approach to represent context and       Run-time modification
     monitoring requirements
                                             Support f user modification
                                             S     t for      difi ti


                                             Apache Tuscany
     Evaluation of available technology to
     support the modification of             IBM WebSphere application server
     monitoring plans at run-time
                                             FraSCAti



     Evaluation of existing context
                          g
                                             COSMOS
     management frameworks
30

                                                MESOA - Sept. 17/2010




Summary
• We proposed a f
              d feature-based reference model to guide the representation of
                        b d f              d l      d h                    f
  context information and monitoring requirements for SOA governance
  ▫ Represented at design-time
  ▫ Managed at run-time

• We proposed a control-based reference architecture to guide the
  implementation self-adaptive monitoring infrastructures
   ▫ Based on feedback loops to control the adaptation process
   ▫ Able to implement dynamic monitoring strategies deployable at run time
                                                                   run-time
     according to SOA governance objectives

• The next steps focuses on
   ▫ The validation of models to represent context at design time and then
                                                      design-time
     manage it at run-time
   ▫ The validation of available technologies for implementing dynamic
     monitoring strategies
   ▫ The implementation and validation of the monitoring infrastructure to be
     applicable in industry
31

                                      Rigi Research Group



Thank you!
 h k     !

Questions and discussion
University of Victoria, aerial view
32

MESOA 2010

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Adaptive Context Management for SOA Governance

  • 1. MESOA - Sept. 17, 2010 Timişoara - Romania Context-Driven Adaptive Monitoring for Supporting SOA Governance Norha M. Villegas Hausi A. Müller Rigi Group - Computer Science Department University of Victoria, Canada y , nvillega@cs.uvic.ca hausi@cs.uvic.ca http://webhome.csc.uvic.ca/~nvillega/ http://webhome.cs.uvic.ca/~hausi/
  • 2. 2 MESOA - Sept. 17/2010 Research Questions Service-oriented applications are highly dependent on environmental information How can we represent the context that can affect the behavior of a service-oriented system? How can we change this representation at run-time as required by changes in business objectives and the environment? How can we manage the relevant context under changing requirements?
  • 3. 3 MESOA - Sept. 17/2010 Outline 1. The research 2. Challenges in problem and the dynamic 3. O contribution Our t ib ti promise of service- monitoring for SOA oriented computing governance 6. Ongoing research 4. 4 Application 5. 5 Our Approach and summary
  • 4. 4 MESOA - Sept. 17/2010 Dynamic Monitoring of Service-Oriented Systems
  • 5. 5 MESOA - Sept. 17/2010 Service-Oriented Computing: its visionary promise Creating dynamic Spanning and agile business organizations and processes business platforms By assembling components into loosely coupled network of services Papazoglou et al., Service-oriented computing: state of the art and research challenges. IEEE Computer, 2007
  • 6. 6 MESOA - Sept. 17/2010 Complex Dynamics in Service Composition • Service composition must understand and respect or is affected by: y ▫ Policies ▫ Performance levels Context ▫ Security requirements Monitoring is ▫ Service level agreements Key! ▫ User’s matters of concern Dynamic service composition is affected by environmental information that characterize the situation of users, services, computational , , p platforms and businesses
  • 7. 7 MESOA - Sept. 17/2010 Some MESOA Research Challenges • Design for context-awareness • Automated governance Context is • Run-time monitoring R i i i • Dynamic service discovering everywhere! • Dynamic service composition • Adaptive maintenance and evolution practices • Mapping between business process and services • Run-time V&V (compliance with design and run-time constraints) Lewis et al., “MESOA 2009: Proceedings of the 3rd international workshop on a research agenda for maintenance MESOA and evolution of service-oriented systems,” CMU/SEI, Tech. Rep. CMU/SEI-2010-SR-004, 2010.
  • 8. 8 MESOA - Sept. 17/2010 Dynamic Context Monitoring for SOA Governance: Research Challenges SOA governance needs to manage context information to ensure the execution and evolution of service-oriented systems Relevant context must be Monitoring requirements are specified at design-time but dynamic, the relevant context managed at run-time is not the same over time Distributive Business B i User’s U ’ New N service i Different Diff t nature of objectives concerns interactions SLAs services
  • 9. 9 MESOA - Sept. 17/2010 Dynamic Monitoring Instrumentation Service-oriented monitoring infrastructures are required to adapt themselves to address dynamic monitoring objectives according to changes in business- g j g g level objectives and processes, user’s concerns and the environment
  • 10. 10 MESOA - Sept. 17/2010 Optimizing SOA Governance SOA governance requires effective mechanisms to control the accomplishment of governance objectives l h li h f bj i under changing environmental conditions Context- Adaptive Dynamic Awareness Sytems Monitoring
  • 11. 11 MESOA - Sept. 17/2010 Our Contribution: Dynamic Monitoring for SOA Governance A feature based model to represent relevant feature-based context and monitoring requirements Feedback loops are first level An adaptive components control-based reference Monitoring objectives keep architecture to relevance with respect to implement governance objectives dynamic context monitoringg New monitoring strategies infrastructures defined at run-time
  • 12. 12 MESOA - Sept. 17/2010 Through Run-Time Re-Negotiation of SLAs
  • 13. 13 MESOA - Sept. 17/2010 Run-Time Re-Negotiation of SLA R Ti R N ti ti f SLAs Minimum 10 trans/sec  summer transaction rate 5 trans/sec  the remainder of the year SLA: Minimum transaction rate SLO: throughput
  • 14. 14 MESOA - Sept. 17/2010 Run-Time Re-Negotiation of SLAs The dynamic re-negotiation of y g SLAs should be performed according to current situations: g Changes in the hotel occupancy g p y rate
  • 15. 15 MESOA - Sept. 17/2010 Run-Time Re-Negotiation of SLAs CONTEXT CONTEXT
  • 16. 16 MESOA - Sept. 17/2010 Governance Feedback Loops p Feature-Based Context-Driven Context Management
  • 17. 17 MESOA - Sept. 17/2010 Context-Aware Governance Feedback Loops Müller et al., “SOA governance optimizes the business and evolution of service-oriented systems,” In proceedings of MESOA 2009 CMU/SEI, Tech. Rep. CMU/SEI-2010-SR-004, 2010.
  • 18. 18 MESOA - Sept. 17/2010 Feature-Based Context Meta-Model 1. Our context taxonomy Minimum 10 trans/sec  summer transaction rate 5 trans/sec  the remainder of the year N. M. Villegas and H. A. Müller, “Managing dynamic context to optimize smart interactions and services”, Springer LNCS, vol. 6400, 2010, to appear.
  • 19. 19 MESOA - Sept. 17/2010 Feature-Based Context Meta-Model 2. Features to guide context modeling and management N. M. Villegas and H. A. Müller, “Managing dynamic context to optimize smart interactions and services”, Springer LNCS, vol. 6400, 2010, to appear.
  • 21. 21 MESOA - Sept. 17/2010 Control-Based S i Component C t l B d Service C t Reference Architecture
  • 22. 22 MESOA - Sept. 17/2010 Control-Based S i Component C t l B d Service C t Reference Architecture
  • 23. 23 MESOA - Sept. 17/2010 Context-Model Controller Architecture Inference Inference Definition of context of of Context control monitoring monitoring Monitoring Model objectives j strategies g p plans Plan
  • 24. 24 MESOA - Sept. 17/2010 Context Monitor Architecture C t t M it A hit t Deployment Correlation Monitoring Plan g of the Gathering Handling of context Symptoms y p strategy t t facts f t
  • 25. 25 MESOA - Sept. 17/2010 Context Sensing Architecture C t t S i A hit t Context sensing Context Sensor Pre- Context request gathering discovery processing observation
  • 26. 26 MESOA - Sept. 17/2010 Dynamic Monitoring Strategies
  • 27. 27 MESOA - Sept. 17/2010 Case Application: Concrete architecture for the monitoring infrastructure required by the case application
  • 28. 28 Rigi Research Group Related Work • Current SOA monitoring approaches are not context aware (e.g., IBM- IBM WSLA) • There is not many evidence of monitoring approaches able to change dynamic monitoring strategies at run-time (e.g., approaches surveyed by Bianco et al., Villegas and Müller, and the Petals European Project) • A Aspect-oriented approaches provide partial d t i t d h id ti l dynamicity ( i it (e.g., D Dynamo of f Baresi and Guinea’s) ▫ Monitoring assertions are generated at compilation-time or load-time ▫ Once at run-time, logic monitoring is statically integrated into business logic , g g y g g • Current approaches focuses on requirements for the adaptation of the managed system rather than on the adaptation of the monitoring strategy itself it lf
  • 29. 29 MESOA - Sept. 17/2010 Ongoing Research Definition of case studies from industry to validate the approach (e.g., IBM-CAS) Design-time representation Evaluation of the feature-based model approach to represent context and Run-time modification monitoring requirements Support f user modification S t for difi ti Apache Tuscany Evaluation of available technology to support the modification of IBM WebSphere application server monitoring plans at run-time FraSCAti Evaluation of existing context g COSMOS management frameworks
  • 30. 30 MESOA - Sept. 17/2010 Summary • We proposed a f d feature-based reference model to guide the representation of b d f d l d h f context information and monitoring requirements for SOA governance ▫ Represented at design-time ▫ Managed at run-time • We proposed a control-based reference architecture to guide the implementation self-adaptive monitoring infrastructures ▫ Based on feedback loops to control the adaptation process ▫ Able to implement dynamic monitoring strategies deployable at run time run-time according to SOA governance objectives • The next steps focuses on ▫ The validation of models to represent context at design time and then design-time manage it at run-time ▫ The validation of available technologies for implementing dynamic monitoring strategies ▫ The implementation and validation of the monitoring infrastructure to be applicable in industry
  • 31. 31 Rigi Research Group Thank you! h k ! Questions and discussion University of Victoria, aerial view