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Data Exchange Design and Implementation Best Practices
Critical Factors for the Development of Successful Information Exchange Systems within the Network paradigm
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Data Exchange Design and Implementation Best PracticesMy Qualifications:
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Data Exchange Design and Implementation Best Practices
Time
Progress
Trigger
Peak of Infatuation
Trough of Distraction
Peak of Inflated Expectation
Trough of Disillusion
Slope of Enlightenment
Plateau of Productivity
So you have a better idea
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Data Exchange Design and Implementation Best Practices
• Organization and Planning
• Requirements Gathering
• Design and Build
• Testing
• Implementation!
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Data Exchange Design and Implementation Best Practices• Organization and Planning
– Your Model:• Sponsor – Mentor – Advocate• Team• The “Special One”
– Your People:• Subject Area Experts• Technology Experts• Politics
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Data Exchange Design and Implementation Best Practices• Organization and Planning
– Your IT environment• In-house or contractors• Architecture/topology• “Enterprise” considerations• Flow responsibility
– How will you collaborate?• Webex• Face to Face Meetings• Conference calls
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• Organization and PlanningBest Practices!
– Flow Development Checklist• Schema • Schema Report• Data Exchange Template• Flow Configuration Document• Example Instance Documents• Change Control Spreadsheet• Schema Users Guide• Trading Partner Agreement• Additional tools or documentation
Data Exchange Design and Implementation Best Practices
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• Organization and Planning
– Schema Assistance• Exchange Design Guidance and Best
Practices• XML Design Rules and Conventions• XML Schema Design Tool• Sharable Schema Components/Core
Reference Model• XML Architecture• Namespace, Naming, Versioning• NEW! Engagement process
Data Exchange Design and Implementation Best Practices
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• Organization and Planning
– Data Exchange Template • Element Name and Description• Schema File Name, Module, Schema
Path• Object Class, Property Term,
Representative Term• XML Data Type• SSC - Data Standards Use• Business Rules - Validation Options• Target System Table/Field
Data Exchange Design and Implementation Best Practices
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• Organization and Planning
– Flow Configuration Document• Introduction• Header and Payload • Exchange Configurations• Process and Feedback• Data Services
Data Exchange Design and Implementation Best Practices
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Data Exchange Design and Implementation Best Practices
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Data Exchange Design and Implementation Best Practices• Requirements Gathering
– Develop Objectives – agree & document
– Explore EN components and services
– Learn about XML tools - generally
– Identify Security needs
– Build Documentation
– Roles
– WWW.EXCHANGENETWORK.NET
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Data Exchange Design and Implementation Best Practices• Design and Build
– Schema mumbo jumbo
– Data Exchange Template
– Flow Configuration Document
– Add to Documentation Package
– Beg, Borrow, and Steal!
– Roles
– WWW.EXCHANGENETWORK.NET
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Data Exchange Design and Implementation Best Practices• Testing
– Refer back to Objectives
– End to End testing
– Plan once, then double it!
– Add to Documentation
– Roles
– WWW.EXCHANGENETWORK.NET
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Data Exchange Design and Implementation Best Practices• Implementation
– Finalize Documentation and submit to the Exchange Network
• Flow Development Checklist
– Publicize! • Discovery Services
– Plan for the next revision!
– WWW.EXCHANGENETWORK.NET
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Data Exchange Design and Implementation Best Practices
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Questions?
Contact:
Tom Aten
WWW.EXCHANGENETWORK.NET
Bill: Details of exchange scenarios
Large transactions sets
Managing State
Data Services
Data Validation
Doug: Sharable Schema Components
Data Exchange Design and Implementation Best Practices