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Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President Data Access Technologies, Inc. www.enterprisecomponent.com

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Page 1: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Copyright © 2006 Data Access Technologies, Inc.

Open Source eGovernment Reference ArchitectureApproach to Semantic Interoperability

Cory Casanave, PresidentData Access Technologies, Inc.www.enterprisecomponent.com

Page 2: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 2 Copyright © 2006 Data Access Technologies, Inc.January 2006

Semantically grounded Executable Architectures

• OsEra Overview

• What MDA brings – Executable Architectures providing Business Driven Interoperable Components

• What the Semantic Web Brings –Interoperability between independent architectures

Page 3: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Copyright © 2006 Data Access Technologies, Inc.

Caveat

OsEra and the Semantic Core is work in progress, not a ready to use capability

Page 4: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 4 Copyright © 2006 Data Access Technologies, Inc.January 2006

OsEra Stack

Enterprise Service BusjBoss

ApplicationServer

jBossApplication

Server

BPELProcesses

BPELProcesses

PolicyPolicyWeb

ServicesWeb

Services

Semantic WebArchitecturePublishing

ArchitecturePublishing

Provisioning

Model Repository

Tool Integration

SemanticsCore

SemanticsCore

TransformationsTransformations

Model->IntegrateModel->Integrate

UMLUML

EDOCEDOC

Component-XComponent-X

UMLUML

SystemArchitectSystem

Architect

FEAFEA

InferenceInference

Import/ExportImport/Export

Runtime capabilities for

deployment and integration of application

components

Import/Export external information and produce

documentation and technical artifacts.

Publish and Integrate enterprise

intellectual capital on the web

Manage models and information

from diverse sources across

projects and communities

Architecture Modeling

ProcessProcess

InformationInformation

RulesRules

ObjectivesObjectives

Capture existing information and integrate with choice of tools

Provide tools for the entire

integrated life cycle

Integrate diverse information into a

coherent enterprise view

FEA with real time metrics

This is planned but not the current

focus

RDF & OWLRDF & OWL

ModelIntegrationModel

Integration

EclipseEclipse

EclipseEnvironment

Eclipse is an open source

“IDE”

Page 5: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Copyright © 2006 Data Access Technologies, Inc.

Model to Integrate

Using MDA and SOAfrom modelsto Solutions

Page 6: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 6 Copyright © 2006 Data Access Technologies, Inc.January 2006

BusinessArchitecture

SimulatedModel Driven Architecture

SimulatorSimulator

EnterpriseEnterpriseArchitecture Architecture

ModelModel(PIM)(PIM)

Live Process Simulation

Refine/Iterate

Semantic CoreMeta Model

Page 7: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 7 Copyright © 2006 Data Access Technologies, Inc.January 2006

BusinessArchitecture

AutomatedModel Driven Architecture

Framework &Framework &InfrastructureInfrastructure

(E.G. -J2EE-WS)(E.G. -J2EE-WS)PSMPSM

InfrastructureInfrastructureMappingMapping

(E.G. J2EE-WS)(E.G. J2EE-WS)

Mapping is tunedMapping is tunedto the infrastructureto the infrastructure

ToolsToolsProduce &Produce &IntegrateIntegrate

EnterpriseEnterpriseComponentsComponents

Enterprise Enterprise Architecture Architecture Model (CIM)Model (CIM)

Minimize and structuremanual implementation

C

TechnicalArchitecture

Page 8: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 8 Copyright © 2006 Data Access Technologies, Inc.January 2006

SOA Architecture Modeling

• Standards Based– OMG “Enterprise Collaboration Architecture”

• http://www.omg.org/technology/documents/formal/edoc.htm

• Models Collaborative Business Processes

• Link between business and SOA

• “Drills down” to SOA interfaces

• Provides the context for services

Page 9: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 9 Copyright © 2006 Data Access Technologies, Inc.January 2006

Collaborative Process ModelEnterprise Role. A major area of functional responsibility within the discipline of financial management.

Enterprise Role. A major area of functional responsibility within the discipline of financial management.

Work Role. A role responsible for a specific functional area within an enterprise role, such as might be assigned to a single worker or supported by an IT system.

Work Role. A role responsible for a specific functional area within an enterprise role, such as might be assigned to a single worker or supported by an IT system.

Activity. A specification of a business function in carried out the context of a work role.Activity. A specification of a business function in carried out the context of a work role.

Protocol. A defined conversation between two roles that may be extended over time. One role initiates and the other responds to the protocol, but information may flow both ways across the protocol.

Protocol. A defined conversation between two roles that may be extended over time. One role initiates and the other responds to the protocol, but information may flow both ways across the protocol.

Information Flow. An individual flow of information across a protocol or into or out of an activity.

Information Flow. An individual flow of information across a protocol or into or out of an activity.

Subactivity. A specification a subfunction within necessary to carry out an activity.Subactivity. A specification a subfunction within necessary to carry out an activity.

Page 10: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 10 Copyright © 2006 Data Access Technologies, Inc.January 2006

Example Work Roles

Work RoleWork Role

Enterprise business service

Enterprise business service

Inter-work role protocol

Inter-work role protocol

Enterprise role (within the Financial Management discipline)

Enterprise role (within the Financial Management discipline)

Page 11: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 11 Copyright © 2006 Data Access Technologies, Inc.January 2006

Receivables Management Activities

Related to Customer Orders

Related to Receivables

Page 12: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 12 Copyright © 2006 Data Access Technologies, Inc.January 2006

Information Model Example

A term in the vocabulary represents a class of things to be described.

A term in the vocabulary represents a class of things to be described.

Attributes specify descriptive information having simple types.

Attributes specify descriptive information having simple types.

Entities may be described as having a unique identity.

Entities may be described as having a unique identity.

A relation between terms is described by an association between classes.

A relation between terms is described by an association between classes.

This means “zero or more”

This means “one or more”This indicates a compositional (as opposed to referential) association.

A class may be specialized into sub-classifications.

A class may be specialized into sub-classifications.

This is a constraint that defines the sub-classification.

An un-shaded class is further detailed on a different diagram.

Page 13: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 13 Copyright © 2006 Data Access Technologies, Inc.January 2006

Enterprise Service Bus to Enable Target State

•Services driven from the business model

•Reusable Enterprise Services are independent & easily adapted and interconnected

– Services communicate with each other like humans do with email

•Information systems become a lattice of cooperating components providing services

•SOA/Enterprise Service Bus using commercial standards

– Industry best practice to avoid developing large monolithic applications

One-GSA Business Model

FundsManagementService

Contracting Service

Solution ProviderService

ProjectManagementService

Enter

prise

Ser

vices

Page 14: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 14 Copyright © 2006 Data Access Technologies, Inc.January 2006

Core Financial System Specification

Service Interfaces

Enterprise ComponentsWork Components

Service Manager ComponentsBehavioral Specifications

Data ModelMessage SpecificationsData Manager Components

Persistent Data Specifications

Core Financial System Specification

Service Interfaces

Enterprise ComponentsWork Components

Service Manager ComponentsBehavioral Specifications

Data ModelMessage SpecificationsData Manager Components

Persistent Data Specifications

Platform Specific Model

Core Financial System Implementation

Web Services

Enterprise Information SystemsSystem Components

System Functions

Data DefinitionXML SchemasData Bases

Data Base Schemas

Core Financial System Implementation

Web Services

Enterprise Information SystemsSystem Components

System Functions

Data DefinitionXML SchemasData Bases

Data Base Schemas

Platform Specific Model (PSM)Platform Independent Model (PIM)

Page 15: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 15 Copyright © 2006 Data Access Technologies, Inc.January 2006

Example of XML provisioned from model

<CustomerOrderEstablishment>

<Inter-Work-RoleTransaction>

<inter-work-roleTransactionID> … </inter-work-roleTransactionID>

</Inter-Work-RoleTransaction>

<newOrder>

<orderingCustomer>

<customerID> … </customerID>

</orderingCustomer>

<controllingSalesInstrument>

<salesInstrumentId> … </salesInstrumentId>

</controllingSalesInstrument>

<customerOrderAmount> … </customerOrderAmount>

<lineItems>

</lineItems>

</newOrder>

</CustomerOrderEstablishment>

Note; Don’t have to really read this!

Page 16: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 16 Copyright © 2006 Data Access Technologies, Inc.January 2006

Example Transaction Message XML Document

<CustomerOrderEstablishment><customerOrderEstablishment>

<newOrder><customerOrder>

<customerOrderID> … </customerOrderID><customerOrderAmount> … </customerOrderAmount>

<orderingCustomer><customer>

<customerID> … </customerID></customer><party>

<name> … </name></party>

</orderingCustomer><controllingSalesInstrument>

<salesInstrumentID> … </salesInstrumentID> </controllingSalesInstrument>

… <lineItems> … </lineItems>

</customerOrder> </newOrder>

</customerOrderEstablishment><businessDomainTransaction>

<transactionID> … </transactionID></businessDomainTransaction>

</CustomerOrderEstablishment>

<CustomerOrderEstablishment><customerOrderEstablishment>

<newOrder><customerOrder>

<customerOrderID> … </customerOrderID><customerOrderAmount> … </customerOrderAmount>

<orderingCustomer><customer>

<customerID> … </customerID></customer><party>

<name> … </name></party>

</orderingCustomer><controllingSalesInstrument>

<salesInstrumentID> … </salesInstrumentID> </controllingSalesInstrument>

… <lineItems> … </lineItems>

</customerOrder> </newOrder>

</customerOrderEstablishment><businessDomainTransaction>

<transactionID> … </transactionID></businessDomainTransaction>

</CustomerOrderEstablishment>

Page 17: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 17 Copyright © 2006 Data Access Technologies, Inc.January 2006

Example Web Services Definition

<wsdl:portType name="CustomerOrderEstablishment.CustomerOrderEstablishment"> <wsdl:operation name="CustomerOrderEstablishment"> <wsdl:input message="tns:CustomerOrderEstablishmentPanopticInheritanceCluster“ name="CustomerOrderEstablishment"> </wsdl:input> </wsdl:operation> </wsdl:portType>

<wsdl:portType name="CustomerOrderEstablishment.CustomerOrderEstablishmentCallback"> <wsdl:operation name="CustomerOrderEstablished"> <wsdl:input message="tns:CustomerOrderEstablishedPanopticInheritanceCluster“ name="CustomerOrderEstablished"> </wsdl:input> </wsdl:operation> <wsdl:operation name="CustomerOrderEstablishmentRejected"> <wsdl:input message="tns:CustomerOrderEstablishmentRejectedInheritance“ name="CustomerOrderEstablishmentRejected"> </wsdl:input> </wsdl:operation> </wsdl:portType>

The primary port type has operations corresponding to the request flows in the protocol.The primary port type has operations corresponding to the request flows in the protocol.

The callback port type has operations corresponding to the response flows in the protocol.The callback port type has operations corresponding to the response flows in the protocol.

Page 18: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 18 Copyright © 2006 Data Access Technologies, Inc.January 2006

What MDA Provides

• Business-centric Enterprise Models of Collaborative Processes, Information and Rules

• That are refined to produce SOA based component specifications – independent of middleware and implementation technologies

• Enabling model-based acquisition, FEA support, simulation and execution

• Facilitating Automated Development of Services and Implementations

• Providing for interoperable components that integrate new and legacy capabilities

• MDA provides an Architected Solution to interoperability

Page 19: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Copyright © 2006 Data Access Technologies, Inc.

Page 20: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 20 Copyright © 2006 Data Access Technologies, Inc.January 2006

What is the Semantic Core?

• The semantic core integrates the concepts of architecture as expressed in multiple languages such as UML, OWL, FEA, BPM, EDOC, XML, Requirements, Etc.

• This provides for a unification of the intellectual capital used to specify– Organizations– Systems– Information– Interfaces– Processes– … Anything we architect

• Making the organizations, processes and systems more agile and interoperable

• Providing for the integration of independently developed architectures– Or the integration of intellectual capital

Page 21: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 21 Copyright © 2006 Data Access Technologies, Inc.January 2006

Driver: Interoperability

• Interoperability of information and interfaces is a primary driver today. The cost and agility advantages are established, the issues known. We must enable a solution to these problems.

• Semantic core provides a missing link for enabling interoperability, this is our driving requirement.

– Adaptation of similar information and interfaces across organizations, processes, and systems.

• Semantic Core combined with the capabilities of service oriented and model driven architectures provides a capability for wide scale, net centric interoperability.

Page 22: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 22 Copyright © 2006 Data Access Technologies, Inc.January 2006

The Basics

• Problems to be solved– Interoperability of organizations and technology– Collaboration– Architected business information and processes– Agile solutions based on the architectures– Fully integrated life-cycle approach supporting the FEA

• The Approach– Architecture models grounded in an open and extensible semantic

framework– Model Driven Architecture to generate technology components– Service Oriented Architecture as the infrastructure

Page 23: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 23 Copyright © 2006 Data Access Technologies, Inc.January 2006

“Meta” Integration Problem

ArchitecturalEnvironment

SystemBusiness orTechnical

LanguageUML Class

Diagram

LanguageActivityDiagram

LanguageSAML

LanguageEDOC

LanguageER

LanguageWSDL

LanguageExcel

LanguageEJB Descriptor

ClassDiagram

LanguageOWL

Activites

Web ServiceSpecification

Ontology

SecuritySpecification

DatabaseSchema

EJB EarSpecification

SOACollaboration

Requirements

Key

Uses

Defines

Artifact

Too many ways to talk about the same thing, redundant and conflicting semantics.

Page 24: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 24 Copyright © 2006 Data Access Technologies, Inc.January 2006

How this Effects Government

• Contractors, using different and incompatible tools

• Generate different architectures about the same things

• That then need to be aligned – but are never maintained

• Each project becomes an island, without reuse or interoperability

• The resultant complexity is expensive, and anti-agile

Page 25: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 25 Copyright © 2006 Data Access Technologies, Inc.January 2006

Adapting Systems with OsEra

OsEra

Semantic Core

UML XML

Provision

Adapter

PurchasingSystem

InvoicingSystemCommerce

Ontology

Described in Described in

J2EE Microsoft .NET

Described in

Page 26: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 26 Copyright © 2006 Data Access Technologies, Inc.January 2006

Integration Via Semantic Hubs

ConceptsWeSpecify

SemanticHub

ReferenceOntologies

CommonConcepts

MonetaryTrade

Part Of

IsMapped

Dis-IntegratedInformation

Buy

Purchase

WaysTo SpecifyThings

SemanticCore

JointBehavior Part Of

De

scribe

s

De

scribe

s

UML

XML

De

scribe

s

Library of common conceptsCan grow over time

Mappingis not

“one-one”

Page 27: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 27 Copyright © 2006 Data Access Technologies, Inc.January 2006

“Views” of Integrated Information

OsEra

Semantic Core

UML

DoDAF

BPMN

Ontologies

FEA

Requirements

EDOC XML

SQLOWLProvision

Web Services

Java/J2EE

WorkflowDocumentation

Components BPEL

E/R Models Security

Page 28: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 28 Copyright © 2006 Data Access Technologies, Inc.January 2006

Semantic Core

OWL Concepts

XML Concepts

UML Concepts

Semantic Components

SemanticComponent

SemanticComponent

SemanticComponentSemantic

ComponentSemanticComponent

SemanticComponent

SemanticComponent

SemanticComponent

SemanticComponentSemantic

Component

SemanticComponent

SemanticComponentSemantic

ComponentSemanticComponent

SemanticComponentSemantic

Component

SemanticComponent

•Library of component concepts

•Growing based on need

•Modular, not monolithic

•A construction set for languages

•A lattice of interoperable concepts

Page 29: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 29 Copyright © 2006 Data Access Technologies, Inc.January 2006

System A

Interoperability of Systems

SharedContext

System B

System C

System D

SharedContext

HubContext

System of Systems

Page 30: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 30 Copyright © 2006 Data Access Technologies, Inc.January 2006

Unifying Intellectual Capital

BusinessProcess(BPMN)

SystemArchitecture

(UML)

XMLVocabulary

OsEra

ProcessModel

ComponentModel

DocumentModel

Order OR_ST_05PO

Reference OntologyOrder Concept Unified

Architecture

Order

Human/AutomatedIntegration

Page 31: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 31 Copyright © 2006 Data Access Technologies, Inc.January 2006

Ontological Grounding

• Grounding our common concepts in Ontologies has multiple advantages

– We can add “axioms” that help to more concretely define the concepts– Ontology tools can use this information to bridge like terms for the same

concept or similar concepts– Other ontology aware components can assist architects in “grounding” their

models– Adaptation components can help build “adapters” between different

interfaces and information stores– Inconsistencies can be identified and resolve early– As ontologies advance, additional capabilities can be added

• We can connect Ontological “hubs” – not requiring “one true solution”

Page 32: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 32 Copyright © 2006 Data Access Technologies, Inc.January 2006

Example Workflow

Use tools tocompare/adapt grounded specs

Import new or Legacy Specand instances

Make New ConceptRelate to existing Concepts

For each term, Relateto reference Ontologies

Validate with Instances Make new termfor existing Concept

Generate AdapterImplementations

Extend/CorrectAdaptationCorrect?

GroundingComplete

Term Exists

Concept Exists

no

Yes

Yes

yes

no

Page 33: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 33 Copyright © 2006 Data Access Technologies, Inc.January 2006

Joining the “Stacks”

• Modeling & Architecture “Stack”– UML– Model Driven Architecture– Meta Object Facility– Business Process

• Semantic Web & Ontology “Stack”– RDF– OWL

• Current Project – MOF to RDF– Makes ANY MOF compliant model (UML, EDOC, E/R, Etc) an OWL

Ontology– Provides foundation for grounding models– Reduces the gaps between the camps– Allows models to be published as semantic web ontology resources

Page 34: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 34 Copyright © 2006 Data Access Technologies, Inc.January 2006

Summary

• Semantic integration and interoperability requires– A Business driven approach– Intellectual capital contained in semantically grounded models– Provisioning to technology infrastructures– Tooling and automation– Standards

– An approach for executing architected solutions – MDA– An approach to integrate architectures – Semantically Grounded

Architectures & Semantic Core

Page 35: Copyright © 2006 Data Access Technologies, Inc. Open Source eGovernment Reference Architecture Approach to Semantic Interoperability Cory Casanave, President

Page 35 Copyright © 2006 Data Access Technologies, Inc.January 2006

Resources

• OsEra– www.osera.modeldriven.org– www.osera.gov

• Data Access Technologies, Inc– www.enterprisecomponent.com

• Cory Casanave– Cory-c (at) enterprisecomponent.com

• OMG Model Driven Architecture– www.omg.org/mda