One question that I get asked about quite a bit with relation to messaging is about search. Isn’t search inherently request/response? Doesn’t it have to return immediately? Wouldn’t messaging in this case hurt our performance?

While I tend to put search in the query camp in the when keeping the responsibility of commands and queries separate, and often recommend that those queries be done without messaging, there are certain types of search where messaging does make sense.

In this post, I’ll describe certain properties of the problem domain that make messaging a good candidate for a solution.

Searching is besides the point – Finding is what it’s all about

Remember that search is only a means to an end in the eyes of the user – they want to find something. One of the difficulties we users have is expressing what we want to find in ways that machines can understand.

In thinking about how we build systems to interact with users, we need to take this fuzziness into account. The more data that we have, the less homogeneous it is, the harder this problem becomes.

When talking about speed, while users are sensitive to the technical interactivity, the thing that matters most is the total time it takes for them to find what they want. If the result of each search screen pops up in 100ms, but the user hasn’t found what they’re looking for after clicking through 20 screens, the search function is ultimately broken.

Notice that the finding process isn’t perceived as “immediate” in the eyes of the user – the evaluation they do in their heads of the search results is as much a part of finding as the search itself.

Also, if the user needs to refine their search terms in order to find what they want, we’re now talking about a multi-request/multi-response process. There is nothing in the problem domain which indicates that finding is inherently request/response.

Relationships in the data

When bringing back data as the result of a search, what we’re saying is that there is a property which is the same across the result elements. But there may be more than one such property. For example, if we search for “blue” on Google Images, we get back pictures of the sky, birds, flowers, and more. Obvious so far – but let’s exploit the obvious a bit.

When the user sees that too many irrelevant results come back, they’ll want to refine their search. One way they can do that is to perform a new search and put in a more specific search phrase – like “blue sky”. Another way is for them to indicate this is by selecting an image and saying “not like this” or “more of these”. Then we can use the additional properties we know about those images to further refine the result group – either adding more images of one kind, or removing images of another.

Here’s something else that’s obvious:

Users often click or change their search before the entire result screen is shown.

It’s beginning to sound like users are already interacting with search in an asynchronous manner. What if we actually designed a system that played to that kind of interaction model?

Data-space partitioning

Once we accept the fact that the user is willing to have more results appear in increments, we can talk about having multiple servers processing the search in parallel. For large data spaces, it is unlikely for us to be able to store all the required meta data for search on one server anyway.

All we really need is a way to index these independent result-sets so that the user can access them. This can be done simply by allocating a GUID/UUID for the search request and storing the result-sets along with that ID.

Browser interaction

When the browser calls a server with the search request the first time, that server allocates an ID to that request, returns a URL containing that ID to the browser, and publishes an event containing the search term and the ID. Each of our processing nodes is subscribed to that event, performs the search on its part of the data-space, and writes its results (likely to a distributed cache) along with that ID.

The browser polls the above URL, which queries the cache (give me everything with this ID), and the browser sees which resources have been added since the last time it polled, and shows them to the user.

If the user clicks “more of these”, that initiates a new search request to the server, which follows the same pattern as before, just that the system is able to pull more relevant information. When implementing “not like this”, this performs a similar search but, instead of adding to the list of items shown, we’re removing items from the list shown based on the response from the server.

In this kind of user-system interaction model, having the user page through the result set doesn’t make very much sense as we’re not capturing the intent of the user, which is “you’re not showing me what I want”. By making it easy for the user to fine tune the result set, we get them closer to finding what they want. By performing work in parallel in a non-blocking manner on smaller sets of data, we greatly decrease the “time to first byte” as well as the time when the user can refine their search.

But Google doesn’t work like that

I know that this isn’t like the search UI we’ve all grown used to.

But then again, the search that you’re providing your users is more specific – not just pages on the web. If you’re a retailer allowing your users to search for a gift, this kind of “more like this, less like that” model is how users would interact with a real sales-person when shopping in a store. Why not model your system after the ways that people behave in the real world?

In closing

If we were to try to make use of messaging underneath “classical” search interaction models, it probably wouldn’t have been the greatest fit. If all we’re doing at a logical level is blocking RPC, then messaging would probably make the system slower. The real power that you get from messaging is being able to technically do things in parallel – that’s how it makes things faster. If you can find ways to see that parallelism in your problem domain, not only will messaging make sense technically – it will really be the only way to build that kind of system.

Learning how to disconnect from seeing the world through the RPC-tinted glasses of our technical past takes time. Focusing on the problem domain, seeing it from the user’s perspective without any technical constraints – that’s the key to finding elegant solutions. More often than not, you’ll see that the real world is non-blocking and parallel, and then you’ll be able to make the best use of messaging and other related patterns.

What are your thought? Post a comment and let me know.

My latest article has been published in issue 21 of the Microsoft Architecture Journal:

EDA: SOA Through The Looking Glass

Please leave questions and comments here.

This industry is pre-occupied with reuse.

There’s this belief that if we just reused more code, everything would be better.

Some even go so far as saying that the whole point of object-orientation was reuse – it wasn’t, encapsulation was the big thing. After that component-orientation was the thing that was supposed to make reuse happen. Apparently that didn’t pan out so well either because here we are now pinning our reuseful hopes on service-orientation.

Entire books of patterns have been written on how to achieve reuse with the orientation of the day.
Services have been classified every which way in trying to achieve this, from entity services and activity services, through process services and orchestration services. Composing services has been touted as the key to reusing, and creating reusable services.

I might as well let you in on the dirty-little secret:

Reuse is a fallacy

Before running too far ahead, let’s go back to what the actual goal of reuse was: getting done faster.

That’s it.

It’s a fine goal to have.

And here’s how reuse fits in to the picture:

If we were to write all the code of a system, we’d write a certain amount of code.
If we could reuse some code from somewhere else that was written before, we could write less code.
The more code we can reuse, the less code we write.
The less code we write, the sooner we’ll be done!

However, the above logical progression is based on another couple of fallacies:

Fallacy: All code takes the same amount of time to write

Fallacy: Writing code is the primary activity in getting a system done

Anyone who’s actually written some code that’s gone into production knows this.

There’s the time it takes us to understand what the system should do.
Multiply that by the time it takes the users to understand what the system should do
Then there’s the integrating that code with all the other code, databases, configuration, web services, etc.
Debugging. Deploying. Debugging. Rebugging. Meetings. Etc.

Writing code is actually the least of our worries.
We actually spend less time writing code than…

Rebugging code

Also known as bug regressions.

This is where we fix one piece of code, and in the process break another piece of code.
It’s not like we do it on purpose. It’s all those dependencies between the various bits of code.
The more dependencies there are, the more likely something’s gonna break.
Especially when we have all sorts of hidden dependencies,
like when other code uses stuff we put in the database without asking us what it means,
or, heaven forbid, changing it without telling us.

These debugging/rebugging cycles can make stabilizing a system take a long time.

So, how does reuse help/hinder with that?

Here’s how:

Dependencies multiply by reuse

It’s to be expected. If you wrote the code all in one place, there are no dependencies. By reusing code, you’ve created a dependency. The more you reuse, the more dependencies you have. The more dependencies, the more rebugging.

Of course, we need to keep in mind the difference between…

Reuse & Use

Your code uses the runtime API (JDK, .NET BCL, etc).
Likewise other frameworks like (N)Hibernate, Spring, WCF, etc.

Reuse happens when you extend and override existing behaviors within other code.
This is most often done by inheritance in OO languages.

Interestingly enough, by the above generally accepted definition, most web services “reuse” is actually really use.

Let’s take a look at the characteristics of the code we’re using and reusing to see where we get the greatest value:

The value of (re)use

If we were to (re)use a piece of code in only one part of our system, it would be safe to say that we would get less value than if we could (re)use it in more places. For example, we could say that for many web applications, the web framework we use provides more value than a given encryption algorithm that we may use in only a few places.

So, what characterizes the code we use in many places?

Well, it’s very generic.

Actually, the more generic a piece of code, the less likely it is that we’ll be changing something in it when fixing a bug in the system.

That’s important.

However, when looking at the kind of code we reuse, and the reasons around it, we tend to see very non-generic code – something that deals with the domain-specific behaviors of the system. Thus, the likelihood of a bug fix needing to touch that code is higher than in the generic/use-not-reuse case, often much higher.

How it all fits together

Goal: Getting done faster
Via: Spending less time debugging/rebugging/stabilizing
Via: Having less dependencies reasonably requiring a bug fix to touch the dependent side
Via: Not reusing non-generic code

This doesn’t mean you shouldn’t use generic code / frameworks where applicable – absolutely, you should.
Just watch the number of kind of dependencies you introduce.

Back to services

So, if we follow the above advice with services, we wouldn’t want domain specific services reusing each other.
If we could get away with it, we probably wouldn’t even want them using each other either.

As use and reuse go down, we can see that service autonomy goes up. And vice-versa.
Luckily, we have service interaction mechanisms from Event-Driven Architecture that enable use without breaking autonomy.
Autonomy is actually very similar to the principle of encapsulation that drove object-orientation in the first place.
Interesting, isn’t it?

In summary

We all want to get done faster.

Way back when, someone told us reuse was the way to do that.

They were wrong.

Reuse may make sense in the most tightly coupled pieces of code you have, but not very much anywhere else.

When designing services in your SOA, stay away from reuse, and minimize use (with EDA patterns).

The next time someone pulls the “reuse excuse”, you’ll be ready.

Further Reading

• Additional logic required for service autonomy
• Self-contained events & SOA
• Autonomous Services and Enterprise Entity Aggregation [MS Architecture Journal]
• Does SOA mean the end of OO? [Podcast]

When working with clients, I run into more than a couple of people that have difficulty with event-driven architecture (EDA). Even more people have difficulty understanding what sagas really are, let alone why they need to use them. I’d go so far to say that many people don’t realize the importance of how sagas are persisted in making it all work (including the Workflow Foundation team).

The common e-commerce example

We accept orders, bill the customer, and then ship them the product.

Fairly straight-forward.

Since each part of that process can be quite complex, let’s have each step be handled by a service:

Sales, Billing, and Shipping. Each of these services will publish an event when it’s done its part. Sales will publish OrderAccepted containing all the order information – order Id, customer Id, products, quantities, etc. Billing will publish CustomerBilledForOrder containing the customer Id, order Id, etc. And Shipping will publish OrderShippedToCustomer with its data.

So far, so good. EDA and SOA seem to be providing us some value.

Where’s the saga?

Well, let’s consider the behavior of the Shipping service. It shouldn’t ship the order to the customer until it has received the CustomerBilledForOrder event as well as the OrderAccepted event. In other words, Shipping needs to hold on to the state that came in the first event until the second event comes in. And this is exactly what sagas are for.

Let’s take a look at the saga code that implements this. In order to simplify the sample a bit, I’ll be omitting the product quantities.

   1:      public class ShippingSaga : Saga<ShippingSagaData>,

   2:          ISagaStartedBy<OrderAccepted>,

   3:          ISagaStartedBy<CustomerBilledForOrder>

   4:      {

   5:          public void Handle(OrderAccepted message)

   6:          {

   7:              this.Data.ProductIdsInOrder = message.ProductIdsInOrder;

   8:          }

   9:   

  10:          public void Handle(CustomerBilledForOrder message)

  11:          {

  12:               this.Bus.Send<ShipOrderToCustomer>(

  13:                  (m =>

  14:                  {

  15:                      m.CustomerId = message.CustomerId;

  16:                      m.OrderId = message.OrderId;

  17:                      m.ProductIdsInOrder = this.Data.ProductIdsInOrder;

  18:                  }

  19:                  ));

  20:   

  21:              this.MarkAsComplete();

  22:          }

  23:   

  24:          public override void Timeout(object state)

  25:          {

  26:              

  27:          }

  28:      }

First of all, this looks fairly simple and straightforward, which is good.

It’s also wrong, which is not so good.

One problem we have here is that events may arrive out of order – first CustomerBilledForOrder, and only then OrderAccepted. What would happen in the above saga in that case? Well, we wouldn’t end up shipping the products to the customer, and customers tend not to like that (for some reason).

There’s also another problem here. See if you can spot it as I go through the explanation of ISagaStartedBy<T>.

Saga start up and correlation

The “ISagaStartedBy<T>” that is implemented for both messages indicates to the infrastructure (NServiceBus) that when a message of that type arrives, if an existing saga instance cannot be found, that a new instance should be started up. Makes sense, doesn’t it? For a given order, when the OrderAccepted event arrives first, Shipping doesn’t currently have any sagas handling it, so it starts up a new one. After that, when the CustomerBilledForOrder event arrives for that same order, the event should be handled by the saga instance that handled the first event – not by a new one.

I’ll repeat the important part: “the event should be handled by the saga instance that handled the first event”.

Since the only information we stored in the saga was the list of products, how would we be able to look up that saga instance when the next event came in containing an order Id, but no saga Id?

OK, so we need to store the order Id from the first event so that when the second event comes along we’ll be able to find the saga based on that order Id. Not too complicated, but something to keep in mind.

Let’s look at the updated code:

   1:      public class ShippingSaga : Saga<ShippingSagaData>,

   2:          ISagaStartedBy<OrderAccepted>,

   3:          ISagaStartedBy<CustomerBilledForOrder>

   4:      {

   5:          public void Handle(CustomerBilledForOrder message)

   6:          {

   7:              this.Data.CustomerHasBeenBilled = true;

   8:   

   9:              this.Data.CustomerId = message.CustomerId;

  10:              this.Data.OrderId = message.OrderId;

  11:   

  12:              this.CompleteIfPossible();

  13:          }

  14:   

  15:          public void Handle(OrderAccepted message)

  16:          {

  17:              this.Data.ProductIdsInOrder = message.ProductIdsInOrder;

  18:   

  19:              this.Data.CustomerId = message.CustomerId;

  20:              this.Data.OrderId = message.OrderId;

  21:   

  22:              this.CompleteIfPossible();

  23:          }

  24:   

  25:          private void CompleteIfPossible()

  26:          {

  27:              if (this.Data.ProductIdsInOrder != null && this.Data.CustomerHasBeenBilled)

  28:              {

  29:                  this.Bus.Send<ShipOrderToCustomer>(

  30:                     (m =>

  31:                     {

  32:                         m.CustomerId = this.Data.CustomerId;

  33:                         m.OrderId = this.Data.OrderId;

  34:                         m.ProductIdsInOrder = this.Data.ProductIdsInOrder;

  35:                     }

  36:                     ));

  37:                  this.MarkAsComplete();

  38:              }

  39:          }

  40:      }

And that brings us to…

Saga persistence

We already saw why Shipping needs to be able to look up its internal sagas using data from the events, but what that means is that simple blob-type persistence of those sagas is out. NServiceBus comes with an NHibernate-based saga persister for exactly this reason, though any persistence mechanism which allows you to query on something other than saga Id would work just as well.

Let’s take a quick look at the saga data that we’ll be storing and see how simple it is:

   1:      public class ShippingSagaData : ISagaEntity

   2:      {

   3:          public virtual Guid Id { get; set; }

   4:          public virtual string Originator { get; set; }

   5:          public virtual Guid OrderId { get; set; }

   6:          public virtual Guid CustomerId { get; set; }

   7:          public virtual List<Guid> ProductIdsInOrder { get; set; }

   8:          public virtual bool CustomerHasBeenBilled { get; set; }

   9:      }

You might have noticed the “Originator” property in there and wondered what it is for. First of all, the ISagaEntity interface requires the two properties Id and Originator. Originator is used to store the return address of the message that started the saga. Id is for what you think it’s for. In this saga, we don’t need to send any messages back to whoever started the saga, but in many others we do. In those cases, we’ll often be handling a message from some other endpoint when we want to possibly report some status back to the client that started the process. By storing that client’s address the first time, we can then “ReplyToOriginator” at any point in the process.

The manufacturing sample that comes with NServiceBus shows how this works.

Saga Lookup

Earlier, we saw the need to search for sagas based on order Id. The way to hook into the infrastructure and perform these lookups is by implementing “IFindSagas<T>.Using<M>” where T is the type of the saga data and M is the type of message. In our example, doing this using NHibernate would look like this:

   1:      public class ShippingSagaFinder : 

   2:          IFindSagas<ShippingSagaData>.Using<OrderAccepted>,

   3:          IFindSagas<ShippingSagaData>.Using<CustomerBilledForOrder>

   4:      {

   5:          public ShippingSagaData FindBy(CustomerBilledForOrder message)

   6:          {

   7:              return FindBy(message.OrderId)

   8:          }

   9:   

  10:          public ShippingSagaData FindBy(OrderAccepted message)

  11:          {

  12:              return FindBy(message.OrderId)

  13:          }

  14:   

  15:          private ShippingSagaData FindBy(Guid orderId)

  16:          {

  17:              return sessionFactory.GetCurrentSession().CreateCriteria(typeof(ShippingSagaData))

  18:                  .Add(Expression.Eq("OrderId", orderId))

  19:                  .UniqueResult<ShippingSagaData>();

  20:          }

  21:   

  22:          private ISessionFactory sessionFactory;

  23:   

  24:          public virtual ISessionFactory SessionFactory

  25:          {

  26:              get { return sessionFactory; }

  27:              set { sessionFactory = value; }

  28:          }

  29:      }

For a performance boost, we’d probably index our saga data by order Id.

On concurrency

Another important note is that for this saga, if both messages were handled in parallel on different machines, the saga could get stuck. The persistence mechanism here needs to prevent this. When using NHibernate over a database with the appropriate isolation level (Repeatable Read – the default in NServiceBus), this “just works”. If/When implementing your own saga persistence mechanism, it is important to understand the kind of concurrency your business logic can live with.

Take a look at Ayende’s example for mobile phone billing to get a feeling for what that’s like.

Summary

In almost any event-driven architecture, you’ll have services correlating multiple events in order to make decisions. The saga pattern is a great fit there, and not at all difficult to implement. You do need to take into account that events may arrive out of order and implement the saga logic accordingly, but it’s really not that big a deal. Do take the time to think through what data will need to be stored in order for the saga to be fault-tolerant, as well as a persistence mechanism that will allow you to look up that data based on event data.

If you feel like giving this approach a try, but don’t have an environment handy for this, download NServiceBus and take a look at the samples. It’s really quick and easy to get set up.

There’s been some recent discussion as to the “cost” of messaging:

Greg Young asserts:

“I believe that this shows there to be a rather negligible cost associated with the use of such a model. There is however a small cost, this cost however I believe only exists when one looks at the system in isolation.”

Ayende adds his perspective:

“The cost of messaging, and a very real one, comes when you need to understand the system. In a system where message exchange is the form of communication, it can be significantly harder to understand what is going on.”

Of course, both these intelligent fellows are right. The reason for the apparent disparity in viewpoints has to do with which part of the following graph you look at. Ayende zooms in on the left side:

As systems get larger, though, the only way to understand them is by working at higher levels of abstraction. That’s where messaging really shines, as the incremental complexity remains the same by maintaining the same modularity as before:

In Ayende’s post, he follows the design I described a while back on using messaging for user management and login for a high-scale web scenario. In his comments, he agrees with the above stating:

“I certainly think that a similar solution using RPC would be much more complex and likely more brittle.”

I feel quite conservative in saying the most enterprise solutions fall on the right side of the intersection in the graph.

That being said, don’t underestimate the learning curve developers go through with messaging. While the mechanics are similar, the mindset is very different. Think about it like this:

You’ve driven a car for years in the US. It’s practically second nature. Then you fly to the UK, rent a car, and all of a sudden, your brain is in meltdown. (or vice versa for those going from the UK to the US)

Summary

If you are going down the messaging route, please be aware that there are shades of gray there as well. You don’t have to implement your user management and login the way I outlined in my post if you don’t require such high levels of scalability, but even lower levels of scalability can benefit from messaging.

Just as there isn’t a single correct design for non-messaging solutions, the same is true for those using messaging. Finding the right balance is tricky, and critical.

When the code is simple in every part of the system, and the asynchronous interactions are what provide for the necessary complexity the problem domain requires, that’s when you know you’ve got it just right.

From Integrated Simplicity:

The question of how web-based (or 3rd party) consumers can work with pub/sub based services comes up a lot.

Many developers are used to implementing web services exposing methods on them like GetAllCustomers.

When moving to pub/sub and other more loosely coupled messaging patterns, developers look to implement the same pattern, opting for something like duplex GetCustomersRequest and GetCustomersResponse. The reasoning is simple and straightforward – it is difficult to push data over the web to consumers.

However, there are still ways to disconnect the preparation of the data from its usage thus gaining many of the advantages of pub/sub.

By employing REST principles and modelling our customer list as an explicit resource, web-based consumers would simply perform regular HTTP GET operations on the URI to get the list of customers.

The resource itself could be a simple XML file – it wouldn’t need to be dynamic at all.

You can get all the scalability benefits of pub/sub for web based consumers. All you need is a bit of REST

In the architectural principle of fully self contained messages, events “can – instantly and in future – be interpreted as the respective event without the need to rely on additional data stores that would need to be in time-sync with the event during message-processing.”

Also, “passing reference data in a message makes the message-consuming systems dependent on the knowledge and availability of actual persistent data that is stored “somewhere”. This data must separately be accessed for the sake of understanding the event that is represented by the message.”

The discussion of self-contained events can be compared to integration databases vs application databases.

Centralized Integration – Pros & Cons

If everything in a system can access a central datastore, it is enough for one party to publish an event containing only the ID of an entity that that party previously entered/updated. Upon receiving that event, a subscriber would go to the central datastore and get the fields its interested in for that ID. The advantage of this approach is that the minimal amount of data necessary crosses the network, as subscribers only retrieve the fields that interest them. Martin Fowler describes the disadvantages as:

“An integration database needs a schema that takes all its client applications into account. The resulting schema is either more general, more complex or both. The database usually is controlled by a separate group to the applications and database changes are more complex because they have to be negotiated between the database group and the various applications.”

This is far from being aligned with the principle of autonomy so important to SOA. In that respect, the architectural principle of self-contained messages points us away from those problems and towards more autonomous services.

However, once we have these autonomous business services in place, we may find that we don’t need 100% fully self-contained messages anymore.

A Real-World Example

Let’s say we have 3 business services, Sales, Fulfillment, and Billing.

Sales publishes an OrderAccepted event when it accepts an order. That event contains all the order information.

Both Fulfillment and Billing are subscribed to this event, and thus receive it.

Fulfillment does not ship products to the customer until the customer has been billed, so it just stores the order information internally, and is done.

Billing starts the process of billing the customer for their order, possibly joining several orders into a single bill. After completing this process, it publishes a CustomerBilled event containing all billing information, as well as the IDs of the orders in that bill. It does not put all the order information in that event, as it is not the authoritative owner of that data.

When Fulfillment receives the CustomerBilled event, it uses the IDs of the orders contained in the event to find the order information it previously stored internally. It does not need to call the Sales service for this information or contact some central Master Data Management system. It uses the data it has, and goes about fulfilling the orders and shipping the products to the customer, finally publishing its own OrderShipped event.

Notice, as well, that in the original OrderAccepted event there were the IDs of products the customer ordered. These product IDs originated from another service, Merchandising, responsible for the product catalog. The same thing can be said for the customer ID originating from another service – Customer Care.

The Issue of Time

One could argue that since subscribers use previously cached data when processing new events, that data might not be up to date. Also, we may have race conditions between our services. In the above example, if Billing was extremely fast and more highly available than Fulfillment. Billing could have received the OrderAccepted event, processed it, and published the CustomerBilled event before Fulfillment had received the OrderAccepted event. In short, the CustomerBilled and OrderAccepted messages could be out of order in Fulfillment’s queue.

What would Fulfillment do when trying to process the CustomerBilled message when it doesn’t have the order information?

Well, it knows that the world is parallel and non-sequential, so it does NOT return/log an error, but rather puts that message in the back of the queue to be processed again later (or maybe in some other temporary holding area). This enables the OrderAccepted message to be processed before the CustomerBilled message is retried. When the retry occurs, well, everything’s OK – it’s worked itself out over time.

In the case where we retry again and again and things don’t work themselves out (maybe the OrderAccepted event was lost), we move that message off to a different queue for something else to resolve the conflict (maybe a person, maybe software). If/when the conflict is resolved (got the Sales system / messaging system to replay the OrderAccepted event), the conflict resolver returns the CustomerBilled message to the queue, and now everything works just fine.

As all of this is occurring, the only thing that’s visible to external parties is that it happens to be taking longer than usual for the OrderShipped event to be published. In other words, time is the only difference.

Summary

The problem of non-self-contained events is mitigated first and foremost by business services in SOA, and the apparent issue of time-synchronization by business logic inside these services.

Don’t be afraid to put IDs in your messages and events.

Do be afraid of using those IDs to access datastores shared by multiple “services”.

Using IDs to correlated current events to data from previous events is not only OK, it’s to be expected.

The architectural principle of fully self-contained messages steers us away from the problems of Integration Databases and towards Application Databases, autonomous services, and a better SOA implementation. From there, following the principle of autonomy from a business perspective, will lead us to services not publishing data in their messages that is owned by other services, taking us the next step of our journey to SOA.

Related Content

[Podcast] Message Ordering – Is it cost effective?

Don’t EDA between existing systems

[Podcast] Handling dependencies between subscribers in SOA

One of the most common questions I get on the topic of pub/sub messaging is what happens if a notification is lost. Interestingly enough, there are some who almost entirely write-off this pattern because of this issue, preferring the control of request/response-exception. So, what should be done about lost messages? The short answer is durable messaging. The long answer is design.

Durable Messaging

In order to prevent a message from being lost when it is sent from a publisher to a subscriber, the message is written to disk on the publisher side, and then forwarded to the subscriber, where it is also written to disk. This store-and-forward mechanism enables our systems to gracefully recover from either side being temporarily unavailable.

In my MSDN article on this topic, I outlined some problems with this approach. These problems are exacerbated for publishers. Imagine a publisher with 40 subscribers, publishing 10 messages a second, each containing 1MB of XML. If 10 of the subscribers are unavailable, that’s 100MB of data being written to the publisher’s disk every second, 6GB every minute. That’s liable to bring down a publisher before an administrator brews a cup of coffee.

Publishers have no choice but to throw away messages after a certain period of time.

Publisher Contracts

The whole issue of contracts and schema is considered one of the better understand parts of SOA. Unfortunately, the operational aspects of service contracts is hardly ever taken into account.

On top of the schema of the messages a service publishers, additional information is needed in the contract:

1. How big will this message be?
2. How often will it be published?
3. How long will this message be stored if a subscriber is unavailable?

This first two pieces of information are important for subscribers to do load and capacity planning. The last one is the most important as it dictates the required availability and fault-tolerance characteristic of subscribers.

For Example

In the canonical retail scenario, when our sales service accepts an order, it publishes an order accepted event. Other services subscribed to this event include shipping, billing, and business intelligence.

While shipping and billing are highly available and able to keep up with the rate at which orders are accepted, the business intelligence service is not. BI has two main parts to it – a nightly batch that does the number crunching, and a UI for reporting off of the results of that number crunching. Some even do the reporting in a semi-offline fashion, emailing reports back to the user when they’re ready.

Furthermore, nobody’s going to invest in servers for making BI highly available.

And wasn’t the whole point of this publish/subscribe messaging to keep our services autonomous? That not all services have to have the same level uptime?

Houston, do we have a problem.?

Data Freshness

There is a glimmer of light in all this doom and gloom.

Not all services have the same data freshness requirements.

The business intelligence service above doesn’t need to know about orders the second they’re accepted. A daily roll-up would be fine, and an hourly roll-up bring us that much closer to “real time business intelligence”.

So, while BI is ready to accept the sales message schema, it would like a slightly different contract around it – less messages per unit of time, more data in each message.

From the operational perspective of the sales service, it would be cost effective to have less “online” subscribers. It could even take things a few steps further. Instead of using the regular messaging backbone for transmitting these hourly messages, it could use FTP. The data could even be zipped to take up even less space. Since the total data size is less than the corresponding online stream, is stored on cheaper, large storage, and the number of subscribers for this zipped, hourly update is fairly small, these messages can be kept around far longer.

If you’ve heard about consumer-driven contracts, this is it.

Note that we’re still talking about the same logical message schema.

Summary

It’s not that lost notifications aren’t a problem.

It’s that they feed the design process in such a way that the resulting service ecosystem is set up in such a way that notifications won’t get lost. I know that that sounds kind of recursive, but that’s how it works. Either subscribers take care of their SLA allowing them to process the online stream of events, or they should subscribe to a different pipe (which will have different SLA requirements, but maybe they can deal with those).

It make sense to have multiple pipes for the same logical schema.

It’s practically a necessity to make pub/sub a feasible solution.

Related Content

MSDN article on messaging and lost messages

Durable messaging dilemmas

Additional logic required for service autonomy

More in depth example on events and pub/sub between services

Consumer-Driven Contracts

There’s been some discussion on the SOA yahoo group around the connection between SOA, EDA, and CEP (complex event processing) since Jack’s original post on the topic. I’ve been waiting for the right opportunity to jump in and it seems to have come.

Dennis asked this:

There are different design choices in a SOA, even when you already have identified the services. I have a simple example that I would like to share:

Imagine a order-to-cash process. One part of that process is to register an order. Suppose we have two services, Order Service and Inventory Service. The task is to register the order and make a corresponding reservation of the stock level. I would be pleased to have the groups view on the following 3 design options (A, B, C):

A.
1. The “process/application” sends a message (sync or async) to “registerOrder” on the Order Service.
2. The “process/application” sends another message (sync or async) to “reserveStock” on the the Inventory Service.

B.
1. The “process/application” sends a message (sync or async) to “registerOrder” on the Order Service.
2. The Order Service sends a message (sync or async) to “reserveStock” on the the Inventory Service.

C.
1. The “process/application” sends a message (sync or async) to “registerOrder” on the Order Service.
2. The Order Service publishes an “orderReceived” event.
3. The Inventory Service subscribes to the “orderReceived” event .

On the whole “already identified the services” thing – naming a service doesn’t mean much. It’s all about allocating responsibility, and until that’s been done, those “services” don’t give us very much information.

Business Services

If we were to view this example in light of business services, and look at the business events that make up this process, maybe we’d get a different perspective.

Three business services: Sales, Inventory, and Shipping.

In Sales, many applications and people may operate, including the person and the application he used to submit the order. When the order is submitted and goes through all the internal validation stuff, Sales raises an OrderTentativelyAccepted event.

Inventory and Orders

Inventory, which is subscribed to this event, checks if it has everything in stock for the order. For every item in the order on stock, it allocates that stock to the order and publishes the InventoryAllocatedToOrder event for it. For items/quantities not in stock, it starts a long running process which watches for inventory changes.

When an InventoryChanged event occurs, it matches that against orders requiring allocation – if it finds one that requires stock, based on some logic to choose which order gets precedence, it publishes the InventoryAllocatedToOrder event.

Sales, which is subscribed to the InventoryAllocatedToOrder event, upon receiving all events pertaining to the order tentatively accepted, will publish an OrderAccepted event.

Orders and Shipping

When Inventory receives the OrderAccepted event, it generates the pick list to bring all the stock from the warehouses to the loading docks, finally publishing the PickListGenerated event containing target docks.

When Shipping receives the PickListGenerated event, it starts the yard management necessary to bring the needed kinds of trucks to the docks.

What else is possible

I could go on, talking about things like the maximum amount of time stock of various kinds can wait to be loaded on trucks, subscribing to earlier events to employ all kinds of optimization and prediction algorithms, having a Customer Care service notifying the customer about what’s going on with their order (probably different for different kinds of customers and preferred communication definitions). Obviously, we’d need a Billing service to handle the various kinds of billing procedures, whether or not the customer has credit, pays upon delivery, etc.

It turns out that many business domains map very well to this join of SOA and EDA.

What an ESB is for

When we have these kinds of business services primarily publishing events and subscribing to those of other services, you don’t need much else from your “enterprise service bus”. All sorts of transformation, routing, and orchestration capabilities don’t come into play at all.

In all truthfullness, those bits of functionality are really just a historical artifact of their broker heritage.

Don’t get me wrong, sometimes a broker is a nice thing to have – behind a service boundary in order to perform some complex integration between existing legacy applications.

Just keep that stuff in its place – not between services.

Complex Event Processing

We can look at how Sales transitions an order from being tentatively accepted to being accepted as requiring event correlation around InventoryAllocatedToOrder events. This isn’t exactly “complex” in its own right. If there were some kind of CEP engine that did this for us out of the box, it might be a possible technology choice for implementing this logic within our service.

As we add more concerns, like time, we may find new ways to make use of this engine. For instance, if the time to provide the order to the customer is approaching, we may choose to split the order into two – accepting one for which we have all the stock allocated, and leaving the second as tentatively accepted.

Summary

While it is difficult to move forward on service responsibility without discussing the events it raises and those it subscribe to, the whole issue of CEP can be postponed for a while.

Although there aren’t many who would say that EDA is necessary for driving down coupling in SOA, or that SOA won’t likely provide much value without EDA, or that SOA is necessary for providing the right boundaries for EDA, it’s been my experience that that is exactly the case.

CEP, while being a challenging engineering field, and managing the technical risks around it necessary for a project to succeed in some circumstances, and really shines when used under the SOA/EDA umbrella, it should not be taken by itself and used at the topmost architectural levels.

Related Content

SOA and Enterprise Processes

How client interaction fits with SOA

Time and SOA

Durable Messaging for Fault-Tolerant Services

And if you’re wondering about how to handle all that complexity inside services (different kinds of billing, periodic tests for electronics inventory, etc), you might like listening to this podcast about business components.

Of the tenets of Service Orientation, the tenet of Autonomy is one that many understand intuitively. Interestingly enough, many in that same intuitive category don’t see pub/sub as a necessity for that autonomy.

Watch that first step

Although sometimes described as the first step of an organization moving to SOA, web-service-izing everything results in synchronous, blocking, request/response interaction between services. The problem being that if one service were to become unavailable, all consumers of that service would not be able to perform any work. With the deep service “call stacks” this architectural style condones, the availability and performance of the entire organization will be dictated by the weakest link.

So, while I’d agree that many organizations do need to take this step, I’d caution against going into production at this step.

Pub/Sub Considered Helpful

When services interact with each other using publish/subscribe semantics we don’t have that technical problem of blocking. Subscribers cache the data published to them (either in memory or durably depending on their fault-tolerance requirements) thus enabling them to function and process requests even if the publisher is unavailable.

Consider the following scenario:

Let’s say we have an e-commerce site, a part of our Sales service responsible for selling products. Another service, let’s call it merchandising, is responsible for the catalog of products, and how much each product costs. Sales is subscribed to price update events published by Merchandising and saves (caches) those prices in its own database. When a customer orders some products on the site, Sales does not need to call Merchandising to get the price of the product and just uses the previously saved (cached) price. Thus, even if Merchandising is unavailable, Sales is able to accept orders. This is a big win as our merchandising application is not nearly as robust as our sales systems.

Yet, there are scenarios where data freshness requirements prevent this.

Too Much of a Good Thing?

Technically, the above story is accurate. There is nothing technically preventing Sales from accepting orders. Yet consider a scenario where Merchandising is down or unavailable for an extended period of time. While this may not be entirely likely for two servers in the same data center, consider physical kiosks which customers can use to buy products. Those kiosks may not receive updates for days. Should they accept orders?

That’s really a question to the business. If pricing data is stale for a time period greater than X, do not sell that item. The value of X may even be different for different kinds of products. Keep in mind that this issue only arose since we architected our services to be fully autonomous. In a synchronous systems architecture, this issue would not come up. As such, it is our responsibility as architects to go digging for these requirements as well as explaining to the business what the tradeoffs are.

In order to have more up to date data, we need to invest in more available hardware, networks, and infrastructure. This needs to be balanced against the predicted increase in revenue that more up to date (read higher) prices would give us.

You Can Get What You Pay For

Beyond the additional cost of writing that additional logic, and the perceived increased complexity, another difference to note between this architectural style and the synchronous/traditional one is that it puts control of spending back in the hands of business.

In a synchronous architecture, in order to achieve required performance and availability, all systems need to be performant requiring across the board investments in servers, networks, and storage. Without investing everywhere, the weakest link is liable to undo all other investments. In other words, your developers have made your investment choices for you. Scary, isn’t it.

A more prudent investment strategy would prefer spending on services that give the biggest bang for the buck, better known as return on investment. A pub/sub based architecture allows investing in data-freshness where it makes the most sense. For example, in sales of high profit products to strategic customers rather than inventory management of raw materials for products slated to be decommissioned.

That sounds a lot like IT-Business Alignment.

Maybe there’s something to this SOA thing after all…

Read more about:

7 Questions for Service Selection

7 Questions around data freshness 

Event-Driven Architecture and Legacy Applications

Autonomous Services and Enterprise Entity Aggregation

Or listen to a podcast describing Business Components, the connection of pub/sub and SOA.