ebusiness and web services smorgasbord open forum 2003 on metadata registries 2:00pm to 3:00pm...

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eBusiness and web services Smorgasbord Open Forum 2003 on Metadata Registries 2:00pm to 3:00pm January 23, 2003

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eBusiness and web services Smorgasbord

Open Forum 2003 on Metadata Registries

2:00pm to 3:00pm January 23, 2003

2Open Forum 2003 on Metadata Registries

Presenter

David Webber co-author of ‘ebXML – the new global standard

for doing business via the internet’, New Riders Publishing

Chair of the OASIS CAM TC Co-chair of OASIS/CEFACT ebXML JMT Pioneering XML eBusiness

[email protected]://drrw.net

3Open Forum 2003 on Metadata Registries

Agenda

Part 1 – web services and ebXML Transports Alignment – business process automation Alignment – common semantic mechanisms Deployment Coordination

Part 2 – assembly mechanisms Where can you use this? Address example Review of XML mechanisms

4Open Forum 2003 on Metadata Registries

Part1

Web services and ebXML

Enabling better eBusiness

5Open Forum 2003 on Metadata Registries

Web service – brief history

Trigger point – weakness of HTML model for e-commerce solutions.

Emergence of XML and SOAP messaging. Bowstreet early market definition and mission. Formation of UDDI cartel – to facilitate and exploit

automation of e-commerce.

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Acronym Soup

XML – Standard Language for denoting information content and process control

SOAP - (Simple Object Access Protocol) XML based Messaging Protocol

UDDI - (Universal Description, Discovery and Integration) Yellow Pages for Web Services

WSDL - (Web Services Description Language)

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Summary of eBusiness Needs

Ability to easily and cost-effectively connect business processes and business information exchanges together

Enable a broad interoperable electronic marketplace

Interface to existing applications

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Solutions and tools that enable customers to reduce costs and improve efficiency by better exploiting information within their eBusiness domains and industries.

eBusiness Technology Goals

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Information Landscape

XML enabled Pervasive across desktop and enterprise

solutions Ad hoc architecture (desktop components), or

using formal architecture (eBusiness integration)

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XML itself is not enough.

XML, by itself, does not solve interoperability

problems yet it is an important tool for doing so.

XML does not provide instant semantics.

XML by itself is not the magic bullet.

What we need are clear policies and vision of how

electronic information enables interoperability

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CPACPA

Components Architectural Conceptual

Components Architectural Conceptual

UDDIUDDI

ebXMLebXML

Business LayersLogical

ImplementationPhysical

}Constraints,Context, & Structure

33

44Process

BPSS

• transaction schema• instance

• BODs, MIGs, PIPs• Documentation

2211

55

Business LayersBusiness Layers Designing for Flexibility

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Business Layers: Objectives

Reduce complexity of managing large numbers of

transaction formats - document the differences

Want to speed adoption by formalizing business rules

Want context-driven transaction generation

Empowers business users to build interchange details

Need to define in a neutral format: works with variety of

structures, not just XML.

Augment current standards and industry specifications

Provide multi-step process support – UDDI weak here

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World view models

SMALL - Simple consistent integration for day-to-

day small business applications (accounting, taxes,

catalogues, inventory…)

BROAD - Simple consistent integration across

industry verticals (insurance, healthcare,

transportation, food services…)

LARGE - And complex large system integration

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Sample Use Cases

eGov – how do I apply for this service on-line?

Business facilitation – can anyone in the

organization provide this answer?

If ‘Yes’ how can my software access it?

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ebXML Vision

“A semantic registry is the key foundation block upon which global electronic business exchanges will be built”.

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Why Use a Registry?

Foster a collaborative environment across departments, agencies, industry domains

Provide human facing access to resources – portal

Provide machine level access to business semantics and content

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Registry Layers

UMLTools

XML Content

Metadata Information Registry/Repository

Web User InterfaceProgram API Support

Business Transaction Generators

Dictionary Content

Transformation Services

Scripting

Domains

Content Discovery

Topics and Packages

Dynamic Process Component Enabling

Industry Dictionary

Business Processes

Business Transactions

Business Forms

HTML forms

XML Calls

Modelling and Workflow Integration

Information Store

Tools and services

High level modelling systems integration

Business Process Definitions

Workflow Control

Interchange Profiles

Communications Layer

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Classifications (Ontology)

All registry objects are classified Objects can be classified under multiple classifications Classifications can represent different industries, or product

categorizations Classifications are controlled by the registry owner and

completely editable Upload as a full scheme, or create (or edit) schemes node by

node

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UDDI Registry

Yellow, White and Green Pages Registration of “tModels” Fixed classification model Provides discovery for web service POPs and

then ability to configure to those Internal use stronger story than external currently

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Submissions to W3C of SOAP / WSDL Formation of OASIS TC’s UDDI moved to OASIS (http://www.oasis-open.org)

Four initiatives on work flow / business process - BPMI, BPSS, BPM, BPEL4WS -> need just one! (aka SMIL for media flows) (see - http://www.ebpml.org)

Re-alignment with ebXML? (http://www.ebXML.org)

Move to standards work

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eAI vendors – inward facing focus The bulk of the (Web services) work for the next

18 months will be inside the firewall, and it will be integration.”

When questioned about the role of WS in exposing legacy data assets, the answer was resoundingly simple “That is not going to happen,” but a more traditional approach will be used.

Polarization of Web Services

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Outward facing

e-Commerce Solution vendors Use their engines to parametrically drive custom

web applications. Use their engines to manage web applications

based on profiles . Empower business managers to create, customize

and manage profiles, which drive the generation of unique application instances.

Assign and manage application variations by User IDs, J2EE roles, rules, entitlements or any other data such as time of day.

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Web Service behaviour?

“A web service is a software component that represents a business function (or a business service) and can be accessed by another application (a client, a server or another Web service) over public networks using generally available ubiquitous protocols and transports (i. e. SOAP over HTTP).” -Gartner Group

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ebXML and eBusiness architecture

Combining best-of-breed components

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Customers focus

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The Emerging Solution:

XML Integration Services

SHIFTSHIFT

Hub n’ Spoke, EDIand EAI

Ad Hoc

XML Integration Services

1980’s 1990’s 2002+

SHIFTSHIFT

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Building eBusiness Orchestration

Define business ideas and needs Capture steps and workflow

Then describe the business processing Top layer – rules and context Middle layer – industry/application integration Implementation layer – physical application systems and

content delivery / exchange

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Technology Progression Matrix

Flat files and sorts Mainframes Modem dial-up connect

Tape drives

Tree indexed databases

Batch EDI ebXML COBOL programs

RDBMS / SQL Client/Server Internet / HTML forms

4GL report writers

Object Oriented Real-time EDI Web Services Hub-and-Spoke systems

CASE / UML Business Processing ebXML ETL

Metadata Marketplaces Portals and HTML forms

EAI

XML Partner discovery UDDI / ebXML XML Integration Services

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Enterprise Service Bus (ESB)

Communications layer ebXML messaging services Web services Internet

Business Process workflows and orchestration Registry services for metadata and discovery Content integration at point of use XML payloads with content vocabulary definitions

as well as schema structural layouts Security and Control mechanisms

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Key Capabilities

Link content to/from existing applications Provide ebXML and web service delivery

mechanisms Common Business Process Orchestration Server Industry metadata and templates management Enable marketplaces with partner discovery and

cooperation

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ESB Comparisons

Ad hoc Broker ESB

Minimal re-use Restricted re-use Registry enabled re-use

Problematic context Loss of original context Retains context with content

Hand-coded mappings Double mappings -inbound/outbound Single map at point of use; context implicitly known

Highly customized Fixed central vocabulary Pluralistic with open crosswalks and formal extension support

Biggest dog wins; smaller dogs have to work hardest

Restricts industry interoperability Enables open industry interoperability

Locally developed components Vendor proprietary technology Open standards architecture

Published documentation Adaptors and interface specifications Discovery of trading partners, interfaces and metadata

Plethora of interfaces Rigid information Fluid Information

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Web services and ebXML  Web Services ebXML

Type Request/response Collaboration

Communication RPC-style synchronous communication between tightly coupled services, Document-style asynchronous communication between loosely coupled services

Synchronous, asynchronous communication

Business Service Interface description

WSDL CPP, CPA(WSDL within CPP, CPA under research)

Protocol and Formats SOAP, XML ebXML Message Service (over SOAP), XML, BPSS (as "business" protocol)

Content Standards None Recommended Standards (e.g. OAGI BODs)

How to find business partners

UDDI Registry ebXML Registry(UDDI Registry may point to an ebXML Registry or Registry objects (e.g. CPA))

With thanks to Alan Kotok from his recent article : http://www.webservices.org/index.php/article/articleview/451/1/22/

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ebXML adoption today

Automotive industry Food services industry Energy industry Vendors delivering ebMS products – Fujitsu,

Sybase, Sterling, GXS, bTrade, Cyclone, TIBCO, Excelon, WebMethods, XML Global, and Sun – with UCC certification

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Industry Trends

According to the Gartner Group, by 2003, at least 70 percent of all new applications will be built primarily from components

Components allow developers the ability to integrate multiple software modules when creating new applications, reducing in-house programming effort, leveraging sophisticated services, and increasing software quality which can significantly reduce the time, cost and effort of integrations projects. "

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Part 2

Assembly Mechanisms

Introduction

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Business Challenges for XML

Totally static transaction formats do not work – need configurable structures

How to apply business context assertions to a information structure?

How to derive a consistent way of specifying the interchange parameters to a partner?

How to enable business domain users to implement the exchanges?

37Open Forum 2003 on Metadata Registries

Objective is to provide context to the postal delivery addressing preferred standard for Postal Address, using levels of business use and quality metrics, to ensure adoption of CIQ.

Address use levels Level 0 = handwritten postal address – machine scanned Level 1 = last line (city, state, zip+(postal code) or foreign country Level 2 = in country simple postal address –As Is concatenated Level 3 = extended postal address – advanced features Level 4 = rendering only (external to USPS or business to business use,

e.g., shipping / delivery address / bill to / marked for / in care of )

Level 5 = management (internal domestic and international collaboration Resolve XML approach for supporting postal delivery address

requirements. Manage domestic internal and global international artifacts through

common vocabulary or mapping conventions

Address Problem Space

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Using W3C Schema to provide for business choice and layers of increasingly refining definitions based on business use

Enable use of platform independent business semantic AssemblyDoc, modeling, or spreadsheet methods

Provide for technology dependent implementation transition Provide migration from legacy address formats

i.e. DOD and most other legacy environments are at Address use level #2

Provide U.S. Government with standards for harmonization by the authoritative agency source with international consortiums

Technology

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Address Use Level Defined(US Postal model example)

Level 0 = handwritten postal address – machine parsed Level 1 = “last line” - city, state, zip+ (postal code) or foreign country Level 2 = in country simple postal address – concatenated delivery

address line(s) Level 3 = extended postal address – advanced features

» 3A = Non-address - business volume (bulk)» 3B = delivery address field s (atomic)

Level 4 = Rendering only - external or business to business use, e.g., shipping / delivery/bill to/marked for/in care of

Level 5 =management – advanced features

» 5A = internal management» 5B = international management

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Address Horizontal and Vertical Authoritative Source & Use Matrix

L ev el 0

L ev e l 1

L ev e l 2

L ev e l 3

L ev e l 4 & 5

O A G

S tr ee t , C ity ,S ta te , Z I P

S tr ee t , C ity ,S ta te , Z I P

Machine scannedand extracted

Data entry as s im plein country address

E D I

L E GA C Y

L o c atio n , S tr ee t ,C ity , S ta te , Z I P ,

C o u n tr y , BarC o d e , P O Bo x ,

. . . . . .

Extended address,Internationaland bulk m ail

Shipping / Delivery,and Organization

Ad d r es s w ithM ail r o o m ,

lo ad in g b ay ,f ac ility lo c a tio n ,G P S c o d e , . . . .

D eliv er y I d en tif ie r ,Ad d r es s L in es ,C o u n tr y ,Ad m in is tr a t iv eAr ea ,L o c ality ,T h o r o u g h f ar e , . . . .

Facilities m anagem ent,global address system ,m ulti-lingual

H R - X M L

E C C M A

O A G

E D I

F E D E X

U P S

E D IC I Q

A = Government (Domestic)B = VendorC = International OrganizationD = CustomerE = Consortiums

D

A

B, D, E

A

C & A

Top = Authoritative source

Bottom = User and Implementers

A, B

D

B, E A, B, C, E A, C, E

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United States Post OfficeDelivery Quality Measurement

Know the delivery was made to the right person / entity10

Know delivered to person / entity9

Know recipient has not reported a move (Move Update)8

Complete and correct address (Delivery Point Validation)7

Matching address to Postal Database (CASS certified address matching software used) {Matching address to external address}

6

Full element identification with some validation and cross validation (City within State)

5

Full element identification with some validation (valid State)4

Full element identification3

Partial element identification (City-State-ZIP)2

Identified lines of address information 1

Multiple lines of unspecified address information0

DescriptionScore

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• 5 Optional Internal Routing Lines- Mailstop Code - Attention Line - Individual Title - Functional Title - Group, Department, Division Name

• 3 Business Volume “Bulk” - Optional Endorsement Line- Key Line Data- POSTNET Address Block Barcode

• 3 Mandatory concatenated lines- Name (Person or Organization)- Delivery Address- “Last Line” - City, State, Zip+

(Postal Code) or Country

Grouped View of Grouped View of USPS Physical Postal AddressUSPS Physical Postal Address

11 Physical Concatenated Lines:

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Multi-Dimensional Postal Address ViewMulti-Dimensional Postal Address ViewUSPS Delivery Quality

Measurement

Business Volume “Bulk”Business Volume “Bulk”

Optional Internal Routing LinesOptional Internal Routing Lines

Delivery AddressDelivery Address

“Last Line”“Last Line”

OASIS Address Use Levels

CompositeComposite

FieldedFielded

CityCity

StateState

Zip+ (Postal Code)Zip+ (Postal Code)

00Interpret Process

11

33

2244 55

CountryCountry4

3

0

Country sets

1

2

USPS Physical View

66

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Building the right pieces

Need to intelligently use XML – get maximum benefit, while avoiding potential pitfalls.

Exploit work that others have done pathfinder for: OAGIS V8 use of Schema techniques; and best-practices on XML use

Align with ebXML architecture to provide syntax neutral methods wherever possible

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Leveraging CIQ

Need to reflect levels 1 thru 5 of use CIQ formal detail underpins 5th level. Use XML schema techniques to layer

granularity above that. Each granular layer also has country specific

models. Use ebXML AssemblyDoc to capture context

structure rules and country models.

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XMLbusiness information

Schema

Delivery Assembly

Schema: Content structure definitionandsimple content typing

Content Assembly: Business logic forcontent structure decisions andexplicit rules to enforce content,and interdependencies, with business exchange context, and content definition cross-references via UID associations

Secure Authenticated Delivery and Tracking: Reliable Messaging system, envelope format and payload with exchange participant profile controls

UID content referencing systemensures consistent definition usage

UID

Registry/Dictionary

UID – Universal ID content referencing systemvalues – comprise of domain prefix, six digit integer, optional version, sub-version.

XML Information Exchange Quality(and long-term consistency)

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Create dual use schema that is capable of support OASIS {1 - 5} levels of use and the set of quality measures with the business choice for increasing detail granularity

Support and harmonize noun dictionaries across multiple legacy implementations and consortium standards by allowing substitution underneath parents

Use of ebXML UID technique to equate like elements in dictionary

Syntax Technical Objectives

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StructureChoices

StructureChoices

ContextValuesContextValues

RequiredContent

Structure

RequiredContent

Structure

ProcessEngine

ProcessEngine Content

ReferencesContent

References

1

Payload / RenderingPayload / Rendering

2

AssemblyDocStructure

AssemblyDocStructure

Payload AssemblyPayload

Assembly

3

ApplicationDatabase

ApplicationDatabase

RegistryComponents

RegistryComponents Conceptual

Logical

Physical

Concept to Runtime Approach

Core Components,and

Industry Dictionaries

Core Components,and

Industry Dictionaries

Business Information Entities - BIE

Business Information Entities - BIE

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XML techniques summary

We can use W3C Schema to show basic typing and structural permutations for all address content, matching the 5 levels of the business model.

To provide automation of the business logic at-point-of-use requires ebXML and AssemblyDocs to supplement the Schema.

This gives us short-term implementation today, with long-term extensibility and improvement of business value and information quality.

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Which XML Method(s)? We need business collaboration on elements syntax:

Global complexType definition? Global element definition? or define both?

Reuse Reference global element in external namespace? Define local element as substitutionGroup of global element (bring

into local namespace)? Define local element using external Namespace complexType

(bring into local namespace)? Derive by extension, local element can have additional sub-

elements added to it?

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Postal Address Conclusions

Support Address Use Levels 1 - 5 Support Delivery Quality Metrics Make use of Schema in near term Define Postal Address using both Global complexType and Global

Element Definitions Harmonize USPS & ECCMA approach with CIQ (xAL), HR-XML,

postal address Support Dual Resolution (concatenated and detail) Align defined detailed elements (include mapping to concatenated) Establish UID-identified elements to support AssemblyDoc

mapping to registry Define code lists to support rendering requirement Establish legacy environment compatibility (EDI X12 for DOD)

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Assembly Dissection

Required Components and Rendering in XML

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Making Assembly Work

A,B,C,D! Assembly Structure Business Context Rules Content Referencing Data Validations

<CAM><AssemblyStructure/> <BusinessUseContext/> <ContentReference/> <DataValidations/></CAM>  

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Technology Foundation

Simple XML V1.1 XPath Neutral approach to

structure content Assertion predicates

excludeAttribute()excludeElement()excludeTree()makeOptional()makeMandatory()makeRepeatable()setChoice()setId()setLength()setLimit()setMask()setValue()restrictValues()restrictValuesByUID()useAttribute()useChoice()useElement()useTree()useAttributeByID()useChoiceByID()useElementByID()useTreeByID()

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Simple Example

Simple Purchase Order

Straight up XML structure

Second example – structure choices

Included sub-assemblies

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Additional Information

OASIS ebXML Registry Technical Committee http://oasis-open.org/committees/regrep/

OASIS CAM (assembly) Technical Committee http://oasis-open.org/committees/cam/

ebXML.org http://www.ebxml.org/ http:ebxmlbook.com

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http://www.ebXML.orghttp://drrw.net

Thank Thank youyou

Pioneering XML eBusinessPioneering XML eBusiness