Integrating XML into the Enterprise
by Thomas Erl

Many organizations underestimate the impact of introducing XML into an established IT environment. Since XML touches many layers within data and application environments, uncontrolled use of XML and its related technologies can lead to a variety of problems, most surrounding the issue of standardization.

This paper provides a brief summary of ten recommended best practices, several of which are discussed in more detail in other papers on this site.

1.Target your Data
2.Assess the Technical Impact
3.Cover all Bases
4.Plan for Standardization
5.Assign Ownership of Standards
6.Training and Mentoring
7.Define New Roles and Responsibilities
8.Evaluate and Decide on a Toolset
9.Plan for Maintenance
10.Consider an Established Approach

1. Target your Data
Identify bodies of corporate data that would most benefit from the use of XML in the short and long term, as well as those that would not.

2. Assess the Technical Impact
Review your existing technical infrastructure to assess cost, effort and risk of incorporating XML and related technologies. An example of one such review is the evaluation of data repositories in order to assess any required XML import/export capabilities.

3. Cover all Bases
Develop an XML maintenance strategy which defines both required modifications to existing maintenance processes, as well as the need for any new maintenance processes resulting from the incorporation of XML and related technologies and products. In addition to the definition of the processes themselves, estimated effort and costs need to be covered, including any anticipated expansion to the existing technical infrastructure.

4. Plan for Standardization
Define a process to govern the design and evolution of standard corporate schemas and related vocabularies and domains/namespaces.

5. Assign Ownership of Standards
Create a tactical strategy for the allocation of one or more "XML Data Custodians" who will control the development of schema information and perhaps correlate it with existing data modeling standards and data models. These custodians may also need to define schema related standards, such as naming conventions and any data related business logic and rules.

6. Training and Mentoring
Understand the adaptation requirements of existing roles within your organization, to overcome learning curves in order to incorporate new responsibilities related to XML and associated technologies and products.

7. Define New Roles and Responsibilities
Identify potential new roles or positions within your organization in order to fill expertise gaps, or to compensate for increased workload during transition phases where existing platforms may need to be maintained during the implementation of a revised XML-based platform.

8. Evaluate and Decide on a Toolset
Identify and evaluate XML modeling and editing tools, including research into any available product add-ons, or complimentary products to tools already in use by your IT department, as well as new tools and/or product platforms.

9. Plan for Maintenance
Identify and evaluate supplemental technologies (based on or relating to XML) valuable enough to also be considered for standardized adoption, plus a subsequent analysis of any corresponding organizational impact for each chosen technology.

10. Consider an Established Approach
Learn from others who've already been there. Use a customizable standards-based integration strategy, such as the Layered Scope Model.
SOA Design Patterns by Thomas Erl
Foreword by Grady Booch
With contributions from David Chappell, Jason Hogg, Anish Karmarkar, Mark Little, David Orchard, Satadru Roy, Thomas Rischbeck, Arnaud Simon, Clemens Utschig, Dennis Wisnosky, and others.
Web Service Contract Design & Versioning for SOA by Thomas Erl, Anish Karmarkar, Priscilla Walmsley, Hugo Haas, Umit Yalcinalp, Canyang Kevin Liu, David Orchard, Andre Tost, James Pasley
SOA Principles of Service Design by Thomas Erl
Service-Oriented Architecture: A Field Guide to Integrating XML and Web Services by Thomas Erl
Service-Oriented Infrastructure:On-Premise and in the Cloud by Raj Balasubramanian, Benjamin Carlyle, Thomas Erl, Cesare Pautasso
Next Generation SOA:A Real-World Guide to Modern Service-Oriented Computing by Pethuru Cheliah, Thomas Erl, Clive Gee, Robert Laird, Berthold Maier, Hajo Normann, Leo Shuster, Bernd Trops, Clemens Utschig, Torsten Winterberg
SOA with .NET & Windows Azure: Realizing Service-Orientation with the Microsoft Platform by David Chou, John deVadoss, Thomas Erl, Nitin Gandhi, Hanu Kommalapati, Brian Loesgen, Christoph Schittko, Herbjorn Wilhelmsen, Mickey Williams
SOA Governance:
Governing Shared Services On-Premise & in the Cloud
by Stephen Bennett, Thomas Erl, Clive Gee, Anne Thomas Manes, Robert Schneider, Leo Shuster, Andre Tost, Chris Venable
SOA with Java by Raj Balasubramanian, David Chou, Thomas Erl, Thomas Plunkett, Satadru Roy, Philip Thomas, Andre Tost
Modern SOA Methodology: Methods for Applying Service-Orientation On-Premise & in the Cloud by Raj Balasubramanian, David Chou, Thomas Erl, Thomas Plunkett, Satadru Roy, Philip Thomas, Andre Tost
Cloud Computing: Concepts, Technology & Architecture by Thomas Erl, Zaigham Mahmood, Ricardo Puttini
Cloud Computing Design Patterns by Thomas Erl, Amin Naserpour

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