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Integrating SFDC and Oracle ERP with IBM Websphere CastIron Appliance

Date post:12-Aug-2015
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  1. 1. CONNECT WITH US: Integrating Salesforce.com and Oracle ERP Using IBM WebSphere Cast Iron Sandeep Chellingi Technical Lead , Integration and Infrastructure Practice, Prolifics
  2. 2. CONNECT WITH US: Agenda Speaker Introduction Challenge: Traditional Integration using Multiple on demand integration tools across hybrid Environment. Success: Integrated Various Business Data using CastIron. Solution Overview Key Project Elements Lessons Learned Key Takeaways 2
  3. 3. CONNECT WITH US: Speaker Introduction SANDEEP CHELLINGI Technical Lead , Integration and Infrastructure Practice, Prolifics Sandeep is a Technical Lead IT Solutions Consultant focused on IBM service oriented architecture and cloud computing related activities. In this role, Sandeep is part of Middleware Integration and Infrastructure team where he lead a number of initiatives around technology strategy, roadmaps and standardization. Role for this project: CastIron Integration Development and Infrastructure specialist. 3
  4. 4. CONNECT WITH US: 4 5-Years Compound Annual Growth Rate 19% Employees Worldwide 1,500 Global Presence United States, United Kingdom, Germany, India 20+ Technology Accelerators 550+ Technical Certifications Over 10 Technology and Solutions Awards since 2009 including Business Agility, Customer Integration and Digital Experience, the first ever Beacon Laureate for Business Agility Over 160 global customers are currently Fortune 1000 companies Best-in-class architects and specialty experts: BPM, Integration, Digital Experience, Security, Testing, Business Analytics and Enterprise Content Management End-to-End Project Expertise Rate of Repeat Engagements* 91% Prolifics at a Glance Years in Business 35+ Offices 14 Awards Technology Expertise Fortune 1000 *based on % revenue Source December 2013 internal revenue metrics
  5. 5. CONNECT WITH US: Why IBM CastIron as Implementation Solution Integrates SaaS applications and on-Premise applications, providing a platform to effectively consolidate and manage the application. Leverages CI out-of-the-box functionalities to integrate complex application and the limitations on the existing solutions. Focuses on building Common Frameworks to offload NFRs Security, Governance, Monitoring, Data Transform. Integration Solution for data migration, process integration and can also function as a data feed. Provides High Level of Automation and high Quality Documentation. 2/2 7/25
  6. 6. CONNECT WITH US: Websphere CastIron Implementation Overview 6
  7. 7. CONNECT WITH US: Challenge: Integrate Multiple Business Products Integrate sales cloud, service cloud and e- commerce to support Line of Business. Simplify complex flows involving CRM data updated to Salesforce.com and orders data exchanged between legacy oracle databases to/and Salesforce.com. Provided a reliable Salesforce integrator with multiple databases and SOA implementation functionalities. Provided a single portal user experience - merging multiple LOBs Supported huge volume of data flow to and from different Oracle DB, Oracle Ebiz, Legacy ERP systems. 7
  8. 8. CONNECT WITH US: Challenge: Integrate Multiple Business Products Made available high through put, quick and easy implementation with scope for expanding business requirements. Complex effort to address this challenge had a project done with other integration tools with in house development which faced various issues with integration and performance issues. Huge volume of data sync issues on Salesforce.com platform as different backend systems were being synced from orders perspective. 8
  9. 9. CONNECT WITH US: Success: Integrated Business Data using CastIron Integrated CastIron with heterogeneous endpoints, legacy endpoints, single Business orders origin Salesforce.com. Supported sales cloud and service cloud integration with multiple legacy back ends. Merged multiple complex organizations data ,also synced to provide single user experience portal . Provided an out-of-the-box functionality to allow for a simpler way to implement CI. Created reusable templates and achieved the standard structures before requirements and handled the final changes when they came in in true agile nature. 9
  10. 10. CONNECT WITH US: Solution Overview : CastIron Integration Dataflow 10
  11. 11. CONNECT WITH US: Solution Overview Sync legacy systems data that can be used to create new opportunities or orders with cloud CRM. Integrating Custom ERP system and a Custom Applications representing other LOBs. Data sync mechanism between SFDC, Oracle E Business systems for multiple LOBs using IBM Cast Iron Integration Appliance DB Connectors and Salesforce.com Connector using near real time and real time scenarios. Data sync/transformation mechanism between SFDC, and Custom ERP system using a near real-time batch process using SFTP protocol using a flat file format. 11
  12. 12. CONNECT WITH US: Solution Overview Data mechanism between SFDC, and Custom Web Application using a near real time batch process using SFTP protocol using a XML file format. The different business objects used from the Salesforce.com side are Opportunity , locations ,accounts, contact and orders: Opportunity - Would be customized to be a Manufacturing Agreement and its line items Account - Which is Customer attribute in Salesforce.com Locations - A Custom address object which has a one to many relationship with Account object Contacts - which is related to Account object, In this case handled as a part of person accounts Order and Order Line Items 12
  13. 13. CONNECT WITH US: Solution Overview Transformations between the SFDC data model to data formats of the back end systems. Three successful CI implementation scenarios: Scenario Customer Master to Salesforce.com : Connecting and pulling data from an External Oracle DB and Upserting (Create and Update Common Activity) to SFDC. Scenario - Salesforce.com to Oracle ERP : Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and Connecting and Inserting into Oracle E Business staging tables. Scenario - Salesforce.com to FTP: Providing an outbound service to SFDC or Retrieving the data from SFDC using poll table etc. and ftp-ing a file into remote FTP server . 13
  14. 14. CONNECT WITH US: Scenario : CM Data to Salesforce.com 14
  15. 15. CONNECT WITH US: Scenario Salesforce.com to Oracle ERP 15
  16. 16. CONNECT WITH US: Scenario : Salesforce.com to FTP 16
  17. 17. CONNECT WITH US: Solution Overview Implemented solution using different connectors like: SFDC Connector Remote FTP connector Oracle DB Connector Created Orchestrations Intelligently - data flow can be split or looped for performance reasons and if needed utilize the conditional utilities for decision making in Orchestration. Created XSLT Transformations - to map the data from source/salesforce system to target/legacy system. Handled Errors Properly - sending an email to the support team before stopping. Created a Monitoring and Logging capability within the appliance. Created Logging - WebSphere Cast Iron contains useful tools to generate, visualize and export logs 17
  18. 18. CONNECT WITH US: Solution Overview: Pushed log events to the system and job logs. Log events generated by orchestrations (job instances) go through job filters that can block events from being logged. Produced log events that are not related to Orchestrations, such as security, hardware, and network events. These log events are pushed to the system log. If needed, redeploy an old snapshot in any one of the Cast Iron environments: Reverting the contents of the stream to an older version, and then running a deploy. Creating a build snapshot automatically Naming a release snapshot should be taken of the application Used Prolifics Build conductor to deploy the orchestrations across multiple environments. It uses castiron provided API to backup ,stop and redeploy orchestrations. 18
  19. 19. CONNECT WITH US: Key Project Elements Integrated platforms using rapid application development quickly and with less resources. Accommodated frequent requirement changes with out breaking the code. Enabled running a story board programming model while demonstrating to the functional team. Allowed for exposing the data to other systems in the company using Cast Iron Orchestration Logic. Light weight cloud integration engine which caters to about 80 to 90% percent of the customers who want fast, cheap and quick turn around integrations. 19
  20. 20. CONNECT WITH US: Key Project Element For the other 10% - coexist Cast Iron with MQ and message broker ESB to build heavy middleware architecture as well. Created common reusable logging framework to generate alerts on orchestrations. Deployed to integrate multiple backends and SAAS. Leveraged Salesforce functionalities to initiate the flow as it is the effective way to implement the solution. Leveraged database events provided by cast iron getInserted, getUpdated and getDeletedRows to initiate some of the db side updates to be pushed to salesforce. 20
  21. 21. CONNECT WITH US: Lesson Learned Checking the functional flow of data elements between different Business systems currently used like SFDC and Oracle Ebiz. Better Planning future Integrations with new Line of Business. Identifying security and SOA patterns used and eliminate any bad design. Listing details on SFDC and Cast Iron Integration best practices and details. 21
  22. 22. CONNECT WITH US: Lessons Learned Created leads in other systems and sent from multiple different systems onto Salesforce into a custom object. Simplified by building a canonical business model in between and passing the data to backend systems by order line item level basis. Designed Salesforce outbound message calls
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