The document discusses a presentation on software architecture and design patterns for developers. The agenda includes discussing architectural patterns and styles, as well as design patterns for topics like master data management, data quality, connected systems, complex event processing, long running processes, and mashups. The presentation aims to provide optimal patterns and solutions to common problems in these domains.

1. Software Architecture
&
Design Patterns for
Developers
Sebastian Waksmundzki
eDataLabs Ltd.
www.edatalabs.net
Connect + Learn = Grow

2. Hello World
• Senior Dynamics Architect
• Over 12 years experience
• I still love technology and code
• MS CRM (since 1.2 ), SharePoint, ERP(s)
• Social
• Blog www.mindthecloud.net
• Twitter @qmiswax
Connect + Learn = Grow

3. Agenda
• Architecture
– Architectural patterns and styles
• Design patterns
– Master Data Management
– Data Quality
– Connected systems
– Complex Event Processing
– Long running processes
– Mashups
Connect + Learn = Grow

4. Patterns
From the Yahoo Design Pattern Library:
• Patterns are optimal solutions to common
problems. As common problems are tossed
around a community and are resolved,
common solutions often spontaneously
emerge. Eventually, the best of these rise
above the din and self-identify and become
refined until they reach the status of a
Design Pattern
Connect + Learn = Grow

5. Patterns
• Architectural pattern is a concept i.e. ETL
• Design Patterns is a reusable solution i.e.
Batch ETL
Connect + Learn = Grow

6. Domain Area Architecture Pattern Name Design Patterns Solution Patterns
Data Integration • ETL • Change Data Capture • Error handling
• Near Real-Time ETL • Job scheduling
• Batch ETL • Data validation
• Data Discovery • Slowly Changing
Dimensions Load
• MFT
• Publish/subscribe • One-Way
• EAI/ESB • Request/reply • Synchronous
• Message Exchange Patterns Request/Response
• Basic Call-back
• Claim Check
Data Architecture • Transaction Data Stores (TDS/OLTP) • Custom Applications
• Master Data Store Databases
• Operational Data Store • Packaged Application
• Data Mart Databases
• Data Warehouse
Business Intelligence • Transactional Reporting • Transactional Reporting • Real-Time Dashboards
• Operational Reporting Data Access • In-Memory Analytics
• Analytical Reporting • Operational Reporting Data • Statistical Analysis
Access • Predictive analytics
• Analytical Reporting Data
Access
• Analytical Dashboard Data
Access
• Operational Dashboard Data
Access
• Data Mining
Master data management • Master Data Hub • Master Data Replication
• Master Data Services
• Master Data Synchronization
Data Modelling • Dimensional Data Modelling • Modelling Standards
• E-R Data Modelling • Naming Conventions
Connect + Learn = Grow

7. Let’s move on
Connect + Learn = Grow

8. Master data management - domain
(Master Data Replication) – design pattern
• Business Problem
Company XYZ Corp: Headquarter + 2 remote locations , all have
separate MS CRM instances (one online)
• Key requirements
• The central master data be synchronized to all instances so that each instance has access
to the latest version of the core information.
• Solution has to allow :
– Secure and reliable cross-boundary communication
– Scalability
• We need to synchronise:
– Reference data, countries, currency codes, products –phase 1
– Transactional data, which describes or results from an action by or with the business.
• Only Relevant data should be synchronised
• Some data should be published on a portal for customers
Connect + Learn = Grow

9. Master data management
(Master Data Replication)
Connect + Learn = Grow

10. Master data management
(Master Data Replication)
• Candidate architectures
– Database synchronization
– SSIS
– GEO cluster
– File Exchange
– Send Email (Pigeons)
– Azure Service Bus
Connect + Learn = Grow

11. Master data management
(Master Data Replication)
• Proposed solution
– Azure Service Bus with Pub Sub
Connect + Learn = Grow

12. Master data management
(Master Data Replication) pub /sub
Filtering
Connect + Learn = Grow

13. Master data management
(Master Data Replication)
DEMO
Connect + Learn = Grow

14. Master data management
(Master Data Replication)
• Proposed solution benefits
– Scalability
– (One)(Many)-to-many communication.
– Secure and reliable cross-boundary
communication.
– Improved security.
Connect + Learn = Grow

15. Master data management
(Master Data Replication)
• RU 12 Updates
New in Microsoft Dynamics CRM 2011 Update
Rollup 12 is a property bag of extra information
added to each brokered message Properties.
The property bag, available with persistent queue
and topic contract endpoints, contains the following
information.
– Organization Url
– Calling user ID
– Initiating user ID
– Entity logical name
– Request name
Connect + Learn = Grow

16. Data Integration
(ETL Data Quality)
• Candidate architectures
– 3rd party tools (they are generic)
– Manual cleansing process
– Build custom .net program
– SQL 2012 DQS with SSIS
Connect + Learn = Grow

17. Data DQS
Account Home Team Revenue Home Address
ID Team Type Type Sales Arena Line City State Zip
Boston Food &
A124324 Celtics Basketball Beverages 655 TD Garden 100 Legends Way Boston MA 2114
2114
New York East 161st Street &
7676862 Yankees Baseball Music 389 Yankee Stadium River Avenue NY NY
Seattle
4934235 Mariners Baseball
MLB Music 443 Safeco Field 1516 First Avenue S Seattle WA 98134
98134
Data Quality Knowledge Base
Account ID Team Type Address Line City State Zip
Structure ValuesType
Team External address validation provider
Rule Synonyms Reference
Validation Detection Data
Full Address - Composite Domain
Connect + Learn = Grow 17

18. Data Integration
(ETL Data Quality)
• Proposed solution benefits
– Toolset already with SQL 2012
– Corporate Knowledge Base
– Fast, reliable
– Improves DQ on different dimensions
• Completeness
• Accuracy
• Consistency
• Uniqueness
Connect + Learn = Grow

19. Data Integration
(ETL Data Quality)
• Proposed solution
SQL 2012 DQS together with SSIS
Connect + Learn = Grow

20. Data Integration
(ETL Data Quality)
DEMO
Connect + Learn = Grow

21. Data Integration
(Connected systems ESB )
• Business Problem
XYZ Enterprise has CRM online used by sales
team. Invoices generated should promptly
appear in ERP system as well as on SharePoint
site.
• Key requirements
– Scalable secure communication
– Multiple systems
Connect + Learn = Grow

22. Data Integration
(Connected systems ESB )
• Candidate architectures
– BizTalk
– Export Import File
– Extended Service Bus
Connect + Learn = Grow

23. Data Integration
(Connected systems ESB )
• Proposed solution Extended Service Bus
Connect + Learn = Grow

24. Data Integration
(Connected systems ESB )
Azure AppFabric vs. Server AppFabric
Windows Azure AppFabric as a brand name
doesn't exist anymore. It is now called
Windows Azure "Client Libraries for .NET"
Connect + Learn = Grow

25. Data Integration
(Connected systems ESB)
DEMO
Connect + Learn = Grow

26. Complex Event Processing
• Business Problem
XYZ has network of websites, which sell goods,
they want identify the best customers in near
real time
• Key requirements
– Identify best customers in near real time
– Information about customers should be in MS
CRM
Connect + Learn = Grow

27. Complex Event Processing
• Candidate architectures
– BizTalk
– StreamInsight
– Message based Event Processing
Connect + Learn = Grow

28. Long running processes
• Business Problem
– XYZ has MS CRM which stores Golden Copy
records for financial instruments, GC record is
“combined” from at least 3 sources
• Key requirements
– Multiple different sources
– Processing and GC generation takes time
Connect + Learn = Grow

29. Long running processes
• Proposed solution
Windows Server AppFabric Workflows
Connect + Learn = Grow

30. Long running processes
• Candidate architectures
– Workflow inside CRM
– BizTalk Orchestration
– Windows Appfabric Workflow
Connect + Learn = Grow

31. Long running processes
What are Workflow Services?
WCF Service
WF Workflow
WCF endpoint Operation
External
Service
WCF endpoint Operation
External
Service
Connect + Learn = Grow

32. Long running processes
• Proposed solution benefits
– Fully declarative XAML modelling in WF 4 (workflows
& activities)
– Testable solution
– Elastic scale
– Improved performance, availability and reliability
– A complete hosting environment for long running
workflows, including persistence.
Connect + Learn = Grow

33. Long running processes
(workflows)
DEMO
Connect + Learn = Grow

34. Long running processes
Workflow Manager
Workflow Manager 1.0 is a new server which introduces
new capabilities for authoring, hosting and managing
workflows. These workflows will run at high scale and
density, and will support execution in a multi-tenant
environment.
In addition, Workflow Manager 1.0 is used by
SharePoint 2013
Connect + Learn = Grow

35. UI Mashups
• Business Problem
– Transactional data not visible in MS CRM
• Key requirements
– 10 million historical transactions visible in MS
CRM
– Transactional system produces up to 100,000
transactions per day
Connect + Learn = Grow

36. Mashups
• Candidate architectures
– Load all transactions to MS CRM Custom
entity
– More Licenses for transactional system
– UI Mashup
Connect + Learn = Grow

37. Mashups
• Proposed solution UI Mashup
Connect + Learn = Grow

38. Thank you
Connect + Learn = Grow

39. Sebastian Waksmundzki
EDataLabs Ltd
seb@edatalabs.net
Thank You to all of our Sponsors and thank YOU for attending
eXtremeCRM 2013 Rome!
Please remember to fill out your session evaluation survey online!
The link to the survey was emailed to you, or go to:
http://www.extremecrm.com/Pages/2013RomeSurvey.aspx
Complete prior to the closing session to be included in today’s drawing!
Connect + Learn = Grow

40. Session Evaluation Survey online:
http://www.extremecrm.com/Pages/2013RomeSurvey.aspx
Connect + Learn = Grow