The decoupled CMS in financial services. Preston So 8 Nov 2017 Open Source Strategy Forum 2017

Transcription

1 The decoupled CMS in financial services Preston So 8 Nov 2017 Open Source Strategy Forum 2017

2 Welcome! Preston So has been a web developer and designer since 2001, a creative professional since 2004, and a Drupal developer since As Director of Research and Innovation at Acquia, Preston leads new open-source and research initiatives and helms Acquia Labs, the innovation lab featured in international press. Previously, Preston contributed to the Spark initiative in the Drupal project, co-founded the Southern Colorado Drupal User Group (est. 2008), and operated an award-winning freelance web and print design studio. Preston has presented keynotes at conferences on three continents in multiple languages. #decoupledcmsfinserv

3 We're Acquia's innovation lab a small team of generalist engineers building co-funded projects in emerging technologies that push the envelope. Have forward-looking ideas but need expertise? Acquia Labs is your innovation partner Acquia Inc. Confidential and Proprietary

4 What we'll cover What is decoupled CMS? Decoupling the front end from the back end Risks and rewards of decoupling the CMS API-first Drupal: The open-source advantage Decoupled CMS and developer experience The decoupled CMS in financial services

5 1 What is decoupled CMS?

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7 Think of Earth as one contiguous unit: a monolith.

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9 request response Earth responds to requests from decoupled bases.

10 HTTP request CMS HTTP response Monolithic CMSes can back decoupled applications.

11 HTTP request CMS Site or repository built in CMS HTTP response Decoupled application

12 HTTP request CMS REST API Site or repository built in CMS HTTP response HTTP client Decoupled application Decoupled application

13 Decoupled CMS is the use of a CMS as a content service for consumption and manipulation by other applications

14 Decoupled CMS A decoupled CMS can be used to back other back-end applications as well as native applications, single-page applications, digital signage, AR-driven interfaces, and many others. Web services such as REST APIs or GraphQL APIs are typical entry points for decoupled CMS consumers.

15 For marketers and publishers decoupled CMS offers the promise of omnichannel delivery

16 Fitness devices Raspberry Pi AR/VR apps Beacons Smart watches Chat apps Arduino boards Singlepage apps IoT apps Set-top boxes CMS Native apps We have new channels every day. Conversational UIs Other back ends LED displays

17 Fitness devices Raspberry Pi AR/VR apps Beacons Smart watches Chat apps Arduino boards? Native apps Singlepage apps? IoT apps? And ones we've never heard of yet. Set-top boxes? CMS? Conversational UIs Other back ends LED displays

18 For developers decoupled CMS offers the promise of front-end freedom

19 de coup led head less API first Aside: What's in a name?

20 2 Decoupling the front end from the back end

21 CMS front end Client Client Server Server CMS Monolithic CMS

22 Subscribe to our newsletter address CMS front end Submit Client two bootstraps Server CMS Static pages full-page refresh You have been successfully subscribed!

23 Synchronous Subscribe to our newsletter Asynchronous address Submit Ajax request jquery Subscribe to our newsletter CMS front end address Client one bootstrap Submit Server CMS Subscribe to our newsletter address Dynamic pages with Ajax Success! Submit

24 The JavaScript renaissance ushered in an era of innovation and new development practices

25 Server-side JavaScript meant client-side frameworks could be executed server-side

26 Universal JavaScript meant shared code in the form of JavaScript framework executions

27 Synchronous Lorem ipsum dolor sit amet, consectetuer adipiscing. Asynchronous JavaScript framework (client-side execution) Client Server HTTP request JavaScript framework (server-side execution) Node.js CMS HTTP request Subscribe Submit Subscribe to our newsletter Lorem ipsum dolor sit address amet, consectetuer adipiscing. Submit Lorem ipsum dolor sit amet, consectetuer adipiscing. Dynamic pages with server-side prerendering Success! Here are others that might interest you:

28 Server Client responds Node.js executes JavaScript framework renders flush HTML HTML bindings by JavaScript framework calls REST API Synchronous Universal (isomorphic) JavaScript Asynchronous

29 Server Client Node.js responds calls REST API executes JavaScript framework CMS responds renders flush HTML HTML bindings by JavaScript framework calls REST API Synchronous Universal JS consuming decoupled CMS Asynchronous

30 3 Risks and rewards of decoupling the CMS

31 Rewards of decoupled CMS Separation of concerns. Structure versus presentation is increasingly relevant in decoupled architectures. Pipelined development. An API-design-first approach gives front-end and back-end teams independence.

32 Rewards of decoupled CMS Administrative security. Keeping the administrative CMS far from public view is increasingly a best practice. Easier resourcing. CMS developers are often now considered less affordable than JavaScript developers.

33 Risks of decoupled CMS Loss of contextual administration. Crucial features such as in-place editing and toolbar can be key for editors. Maintainability difficulties. Maintaining both a CMS-driven content service service and consumers requires extensive planning.

34 Risks of decoupled CMS Additional point of failure. Node.js downtime can lead to inaccessible content in certain cases. On-boarding overhead. JavaScript developers need to learn consumption; CMS developers change focus.

35 Summary Area Rewards Risks Architecture Separation of concerns Loss of contextual administration Development experience Pipelined development Maintainability difficulties Security and performance Administrative security Additional point of failure Project management Easier resourcing On-boarding overhead

36 4 API-first Drupal and the open-source advantage

37 What is Drupal? Digital experience platform. Drupal is a powerful open-source CMS for building both web-based digital experiences with full editorial capabilities or API-driven digital experiences with developer flexibility. Powers 2.5% of the web. Drupal is used by organizations like NBC, The Weather Channel, The White House, Tesla, and Princess Cruises.

38 HTTP request Web services Site or repository built in Drupal HTTP response HTTP client Decoupled application Decoupled application

39 Web services support interoperable machine-tomachine interaction over a network

40 REST APIs follow REST principles and operate using HTTP methods

41 REST APIs Core REST RELAXed Web Services JSON API REST APIs Web services Euler diagram of Drupal web services GraphQL

42 JSON API JSON API is a specification for REST APIs in JSON popular among JavaScript developers and adopted by the Ember and Rails communities. JSON API provides a standard way to query single entities, but it also provides all relationships contained therein and query operations via query string parameters. drupal.org/project/jsonapi

43 Client issues request for an entity resource JSON API (abbreviated payloads, merely illustrative) GET /jsonapi/node/1?include=field_author Server issues response with single entity and all relationships { "data": [{ "type": "articles", "id": "1", "attributes": { "title": "Foo", "body": "Lorem ipsum", },... }], "included": [{ "type": "people", "id": "5", "attributes": { "name": "Joe" } }] } JSON API

44 GraphQL GraphQL, originally created by Facebook to power its data fetching, is a query language that enables fewer queries and limits response bloat. GraphQL shifts responsibility from the server to the client: the server publishes its possibilities, and the client publishes its requirements instead of receiving a response dictated solely by the server. drupal.org/project/graphql

45 Client issues request declaring data requirements GraphQL (simplified payloads, merely illustrative) GraphQL { { title fieldauthor { title } } Server issues response matching structure of declared requirements "title": "Foo" "fieldauthor": { "title": "Joe" } }

46 5 Decoupled CMS and developer experience

47 HTTP request Web services Site or repository built in Drupal HTTP response HTTP client Decoupled application Decoupled application

48 HTTP request API-first distros Web services HTTP response SDKs and starter kits Decoupled application API-first distros, SDKs, and starter kits improve decoupled DX

49 SDKs and starter kits SDKs can help to make it easier for developers to consume CMSes as a content service. These tend to be lightweight HTTP client wrappers which make requests on the developer's behalf and process responses. Starter kits and references help jumpstart implementations by providing an out-of-the-box experience for developers to get started right away.

50 The open-source advantage: Waterwheel ecosystem

51 The Waterwheel ecosystem Waterwheel is an emerging ecosystem of SDKs designed to accelerate development of Drupal-backed applications in a variety of technologies. Currently, a helper SDK is available for JavaScript as an initial release and a full SDK is available for Swift to power ios, tvos, and other Apple applications.

52 The Waterwheel ecosystem github.com/acquia/waterwheel.js github.com/kylebrowning/waterwheel.swift drupal.org/project/waterwheel github.com/acquia/ember-drupal-waterwheel github.com/acquia/ember-waterwheel-app github.com/acquia/react-waterwheel-app

53 The open-source advantage: Reservoir and Contenta

54 API-first distributions An ecosystem of distributions oriented for developers consuming decoupled Drupal is emerging. The most prominent distributions are Reservoir and Contenta. github.com/acquia/reservoir github.com/contentacms/contenta_jsonapi

55 A good developer experience means that it's easy to provision APIs for a group of consumer applications

56 A good developer experience means that it's easy for consumers to work with the provisioned APIs

57 6 The decoupled CMS in financial services

58 Decoupled CMS is a compelling architecture for financial services

59 Rewards for financial services Administrative security. Often, sensitive content is housed in a CMS whose editorial access should be tightly restricted. Decoupled approaches limit access to the underlying CMS. Single source for digital ecosystems. Financial services firms with disparate experiences need one unified place to manage content destined for those touchpoints, especially mobile apps.

60 The diversity of open source optimizes decoupled approaches

61 Decoupled Drupal is optimal for financial services architectures

62 Thank you! Preston So has been a web developer and designer since 2001, a creative professional since 2004, and a Drupal developer since As Director of Research and Innovation at Acquia, Preston leads new open-source and research initiatives and helms Acquia Labs, the innovation lab featured in international press. Previously, Preston contributed to the Spark initiative in the Drupal project, co-founded the Southern Colorado Drupal User Group (est. 2008), and operated an award-winning freelance web and print design studio. Preston has presented keynotes at conferences on three continents in multiple languages. #decoupledcmsfinserv