EPR ( E lectronic PR ocesses)

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HAA: okt 2003 EPR EPR ( ( E E lectronic lectronic PR PR ocesses) ocesses) A new METHODOLOGY standard (abstraction technique) for Integration and coordination of internal processes and e-business in GOVERNMENTS 21/10-2003 21/10-2003 Hans A. Aanesen Hans A. Aanesen EPR-Forum EPR-Forum

description

EPR ( E lectronic PR ocesses). A new METHODOLOGY standard (abstraction technique) for Integration and coordination of internal processes and e-business in GOVERNMENTS. 21/10-2003 Hans A. Aanesen EPR-Forum. Focus Areas. The business objectives of EPR projects include: - PowerPoint PPT Presentation

Transcript of EPR ( E lectronic PR ocesses)

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EPREPR ( ( EElectronic lectronic PRPRocesses)ocesses)

A new METHODOLOGY standard(abstraction technique)

for Integration and coordination

of internal processes and e-business

inGOVERNMENTS

21/10-200321/10-2003Hans A. AanesenHans A. Aanesen

EPR-ForumEPR-Forum

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Focus Areas

The business objectives of EPR projects include:

Enhanced data capture quality

Quality in customer service and documentation of work done

Efficiency and quality in administrative work, with reuse of

information

Effective cooperation and interoperation within an organization and

between organizations

Data support that benefits all employees

Integration of legacy systems and overall presentation for the

users

Electronic supervision of services and delivery

(see http://www.unik.no/profor/ for videos of project examples)

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Goals

The aim of this standard is to describe how

application solutions can be organized in a

unified way. The standard describes how:

information is presented to the users

tools and supporting materials are implemented

communication with legacy systems will take place

roles, processes and routines will be organized

general functions can be standardized and shared

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The EPR standardization workThe EPR standardization workwww.nts.no www.standardnorge.no EPR Basic standardization NTS Secretariat of IT-standards => CEN /ISO organized by NTS NTS-K 189 committee in Norwegian Technology standardizationThe EPR superstructures Abstraction and Metaphor fundaments

www.oasis-open.orgThe realization of the EPR standard based on common international XML components: (www.w3c.org www.omg.org)- Choice Points for e-Business (Agent: Linking & Switching )- Web Services (National-UDDI, WSDL, SOAP)- ebXML (UN/CEFACT , EDI etc)

OASIS Business-Centric Methodology TCOASIS e-Government TC eprXML: EPR - engine specification ( eGov Freeware) (The Superstructure implementation)

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EPR implementation pilotsEPR implementation pilots(Sector standardization organized through EPR-Forum)(Sector standardization organized through EPR-Forum)

www.unik.no/profor

ProFor: Innovation Program in Governmental sector ( Blue light

program)

2 Pilots :- Home based Health & Care services ( Integrated planning and reporting inside its COI)

- Digital Building & Construction Office for service handling

( electronic co-operation inside its COI )COI = Community Of Interest

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EPR is the road ahead to ”Open”, Including and Service organized

collaboration in Real time without introduction of new Technology

EPREPR

The EPR superstructure opens up quite new Methods in the way to integrate

different legacy systems and construction of generic linked and switched

e-Business processes

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Construction and Integration of Business processes and logic

By help of Folder structure metaphors

NB !EPR methodology is setting the

specification requirement in how to integrate Legacy Systems.

Done on EPR terms and not on Legacy System terms

EPR is based on FREEWARE !

EPR Superstructure EPR Superstructure organisationorganisation

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eprXMLeprXML

EPR’s Hybrid Portal technology EPR’s Hybrid Portal technology based on a based on a

a Service Oriented Architecture a Service Oriented Architecture organized by help of modern organized by help of modern

XML abstraction techniqueXML abstraction technique

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Hybrid Portal technology:

Content Management (competing frameworks) : Apache SOAP:Open Source

.NET Microsoft

ONE Open Net Environment Sun

WebSphere IBM

WebLogic BEA

MySAP SAP

.MAC Apple etc

Portal role assignmentby help of PKI

PRESENTATION:

HTML

PORTAL:

Portal superstructureService Oriented Architecture

(SOA) with Web Services

UDDIWSDLSOAP

Dokumentkort

Versjonskontroll versjonHøringsrunde statusColumnHeadings kols

SendDokumentPåHøring()Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()Hjelp()

Hjelpemiddel(from Tilgangskort_P)

Dokument

Navn navnUtført initialerDatoKlokkeslett

Utført()

(from Dokument_P)

DokumentArbeid

Common Mapping (Abstraction)

META Object modeling

EPR content organization:

XML

ROLESLEGACY SYSTEMS

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““Locked” System integrationLocked” System integration Integrated on legacy systems terms

IT organized structure IT organized structure ( HW+SW+ Infrastructure )( HW+SW+ Infrastructure )

Bottom Up Bottom Up

ApproachApproach

Ministry

X

Ministry

A

Company 3Company 3

Ministry

C

Ministry

B

Company mCompany m

E-Gov LOCAL administration

E-Gov REGIONAL administration

E-Gov CENTRAL administration

Company 1Company 1 Company 2Company 2

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Hybrid SOA integrationHybrid SOA integration :Open Integration based on EPR organized mapping

Service organized structure Service organized structure (Users + ServiceProviders)(Users + ServiceProviders)

Top Down Top Down

ApproachApproach

Ministry

X

Ministry

A

Company 3Company 3

Ministry

C

Ministry

B

Company mCompany m

E-Gov LOCAL administration

E-Gov REGIONAL administration

E-Gov CENTRAL administration

Company 1Company 1 Company 2Company 2

Intranet/InternetSOAP-messages

XMLEPR Folder System

UDDI ServiceInterpretation

Center

ServiceCatalog:EPR Folder Structure

Dokumentkort

Versjonskontroll versjonHøringsrunde statusColumnHeadings kols

SendDokumentPåHøring()Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()Hjelp()

Hjelpemiddel(from Tilgangskort_P)

Dokument

Navn navnUtført initialerDatoKlokkeslett

Utført()

(from Dokument_P)

DokumentArbeid

WSDL Interface

WS n

WSDL Interface

WS 1WSDL Interface

WS 2WSDL Interface

WS 3

WSDL Interface

WS 5WSDL Interface

WS 4

EPR integration module:

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Breaking up Today’s Proprietary Data Systems and enabling Object Modeling Integration

( Technology & Platform independent mapping )

by help of WS:

”THIN” Clients:

Intranett/EthernetInternet

– Accountancy– Salary– Payment– Order– Invoicing– Inventory– Purchase– Sale– Logistic– Transport– etc

– Reporting– Control/Supervision– Custom– Tax– VAT– Transport– Fleet management– Bank services– etc

INTERNAL BUSINESS PROCESSES: EXTERNAL BUSINESS PROCESSES :

Service Part with Business logic:- ebXML- ”eprXML”

Mapping:- Data variables- Methods- Scenarios

SOAP/XML

HTML / XML

Catalog ServicesBusiness Processes:(WSs’)- Account - Reports- Salary - Control- Payment - Custom- Order - Tax- Invoicing - VAT- etc - etc

HTML / XML

HTML

WSDL META model

WS 1WSDL META model

WS 2WSDL META model

WS 3WSDL META model

WS 4WSDL META model

WS 5WSDL META model

WS 6WSDL META model

WS n

UDDI

Database-Database-server:server:

Application-Application-server:server:

Database-Database-server:server:

Application-Application-server:server:

Service Portal

WSDL META model

WS XWSDL META model

WS FWSDL META model

WS EWSDL META model

WS DWSDL META model

WS CWSDL META model

WS BWSDL META model

WS A.NET,ONE,SAP,WEBSphere .. ! .NET,ONE,SAP,WEBSphere .. !

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EPR Portal Server Integration module:

e-Government Co-operation Methodology as “driver”

WEB Services: (XML)UDDI = Service CatalogWSDL = ConnectionSOAP = Message exchange

Service Portal:

Info.part & Service part

HTML

XML

Legacy system 1 Legacy system n

Closed Net Closed Net

XML XML

Web Server Web Server

Process Server 1

Web Server

Refridge/Freeze-Refridge/Freeze-devicesdevices

LightingLightingControlControl

SecuritySecuritySystemsSystems

Process Control LANsProcess Control LANsEL meterEL meter

Node 1Node 1Node 2Node 2

Node 3Node 3 Node iNode i

HVACHVAC

Node 4Node 4

Service Part:

Employees working folder with information and help tools

HTML

Intranet/InternetSOAP-messages

XMLEPR Folder System

UDDI ServiceInterpretation

Center

ServiceCatalog:EPR Folder Structure

Dokumentkort

Versjonskontroll versjonHøringsrunde statusColumnHeadings kols

SendDokumentPåHøring()Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()Hjelp()

Hjelpemiddel(from Tilgangskort_P)

Dokument

Navn navnUtført initialerDatoKlokkeslett

Utført()

(from Dokument_P)

DokumentArbeid

WSDL Interface

WS n

WSDL Interface

WS 1WSDL Interface

WS 2WSDL Interface

WS 3

WSDL Interface

WS 5WSDL Interface

WS 4

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HTML

1: Citizens and Customers/Suppliers:Info. Part &Service Part

BROWSERS:

XML XML XML XML XMLWS in Legacy Systemswith different Business logic ( Security Domains )

SERVICE PORTALS: ( TCP/IP networkig )

”eprXML”Core Components

UDDI Service Catalog

WSDL Connection

SOAP Message Exchange

e-Governments User Rolesin EPR organized Service Portals

2: Adm. and Service workers:Work Folders with info.and Help Tools

Service Part

HTML

3: Folder Constructors:Construction of new folder employmentsGenerate Folder Container Template/structur with roles

Service Part

HTML

4: Portal & System-developers:Programming of Portal- and Legacy Systems with WS interfacing (WSDL modeling)

New WS’sWSDL META model

spesifications

.NET, ONE, WEBSphere, mySAP .. !

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NB ! WS no New Technology, but a new way to organize ”old” and well tested technology

XMLWEB-Services: (XML)UDDI = ServiceCatalogWSDL = ConnectionSOAP = Message exchange

WS Technology OverviewWS Technology Overview

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Layer: Protocols/Standards:

Discovery

Description

Messaging

No new Technology, Internet protocols run since beginning of the 90’s.Just a new way to organize existing XML technology.

WS technology Stack (layers):

Transport

Network

UDDI, ebXML, WSIL, DISCO

WSDL, ebXML, RDF

SOAP: XML-RPC + XML-doc

HTTP(S), SMTP, FTP etc

TCP/IP, UDP

Physical Copper, Fiber, IR, RF etc

4:Transport

3:Network

2:Datalink

1:Physical

5:Session

6:Presentation

7:Application

OSI stackOpen System Interconnection

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9

Choice Point Overview

Infe re nc e E ng ine

Fa ctA s s e rt io n s

R u leA s s e rt io n s

C h o ice s / O n to lo g y No de s

O u tc o m e s

I n p u ts

R u le s / C o n s tra in tsR e q u e s t / A c tio n

D e c is io n (s )

1

2

3

P e rs is te nc e S to re

Choice EngineChoice EngineContext

State

State

Potential

Simple ComplexIf-then-do Decision Agents

Implementation

Choice Pt.

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Visualization ofEPR Folders

Folder Container:

Time

Service

Phase 1 Phase m

Service 1

Service n

Folder 1 Folder m

Folder n Folder q

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EPR Folder’s Core Components

Object Models Organizing and Managing WSService Portals SERVICE PART

EPR Folder Container:

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

Document cardHandles all the

Documents in the folder.WS linking

Steering Card functions

Workflow cardSupport to adm. working

process in the business logic.(Often RuleControlled ProcessFlow)

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

DokumentkortStyrer tilgang til blankett- og

dokumentmaler samt arkiverte Dokumenter.

Job card (Service card)

Def. of physical Instructions in a working process.

Includes inspection and reports.

Steering Cards:

Arbeidsmappe( Opprettes når ny bruker eller ny process )Arbeidsmappe

( Opprettes når ny bruker eller ny process )

Working FolderContain everything a user needs in work. All Working Folders are divided into phases Related to progress.

Role Service

+ UsererID

phase

Steering card

Single Sign-On (PKI) portal:

(Security Domains)

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EPR Working Folder handling:- Documents (also Drawings and Data collections)- Workflows - Job instructions

Folders Phases (life cycle )

Folder’s Key information

Folder’s Steering Cards

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EPR Styrekort( Her som et Dokumentkort )

Steering Card’s function buttons

A Seering Card’s organisation

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Samlemappe

Navn navn

Arbeidsmappe

Navn navnDiverseOpplysninger dOpplColumnHeadings kols

Innholdsfortegnelse()NyttKort()Kopier()Join()

Kort

Navn navn

Innholdsfortegnelse()

(from Kort_P)

KortSamling

Navn navn

ProsjektHovedmappe

Navn navnLivsløpsfase livsfaseStatus fremdriftDiverseOpplysninger dOppl

Innholdsfortegnelse()

UML folder model

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UML Steering card modelKort

Navn navn

Innholdsfortegnelse()

Aktivitetskort

Styrekort

Dokumentkort

Versjonskontroll versjonHøringsrunde statusColumnHeadings kols

SendDokumentPåHøring()Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()Hjelp()

(from Dokumentkort_P)

Oppgavekort

RegistrereBehov()

(from Oppgavekort_P)Rutinekort

ArbeidsFlyt saksgangFremdriftsKontroll statusColumnHeadings kols

EndreAktørRekkefølge()

(from Rutinekort_P)

Tilgangskort(from Tilgangskort_P)

EksterntSystem

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EPR’s Document Card

Name on steering cardbelonging to Folders: - Folder 1 - Folder 2 . . - Folder n

CONTENTS: - Group 1

- Document 1..- Document n

- Group n- Document 1..- Document n

Linking & Switching to corresponding WSs’(ebXMLs’).Function buttons helps to Administrate and work with theDifferent belonging Documents and Drawings.Connection to the Legacy server systems done by WSDL interfacing

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Dokumentkort

Versjonskontroll versjonHøringsrunde statusColumnHeadings kols

SendDokumentPåHøring()Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()Hjelp()

Hjelpemiddel(from Tilgangskort_P)

Dokument

Navn navnUtført initialerDatoKlokkeslett

Utført()

(from Dokument_P)

DokumentArbeid

UML Document card model

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EPR’s Workflow Card

Name on steering cardbelonging to Folders: - Folder 1 - Folder 2 . . - Folder n

CONTENTS: - Group 1

- Routine 1..- Routine n

- Group n- Routine 1..- Routine n

Linking & Switchingto corresponding WSs’(ebXMLs’).Function buttons helps to Administrate and work with Routinesand enter physical Instructions.Connection to the Legacy server systems done by WSDL interfacing.

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UML Workflow card model

Oppgave

Utført initialerDatoKlokkeslettBoolean krevesUtført

Utført()

(from Logical View)

Rutinekort

ArbeidsFlyt saksgangFremdriftsKontroll statusColumnHeadings kols

EndreAktørRekkefølge()

AdministrativRetningslinje

Ordered set(Sequence)

AdministrativOppgave

Skanne()SkriveBrev()SkriveNotat()LeggeInnLyd()SendeVidere()RegistrereBehov()Hjelp()EndreOppgave()

nn

0..10..1

Hjelpemiddel(from Tilgangskort_P)

Dokument

Navn navnUtført initialerDatoKlokkeslett

Utført()

(from Dokument_P)

AdministrativOppgaveArbeid

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EPR’s Job Instruction Card

Name on steering cardbelonging to Folders: - Folder 1 - Folder 2 . . - Folder n

CONTENTS: - Group 1

- Instruction 1..- Instruction n

- Group n- Instruction 1..- Instruction n

Linking & Switching to corresponding WSs’(ebXMLs’). Function buttons helps to Administrate and work with PhysicalInstructions and reports.Connection to the Legacy server systems done by WSDL interfacing.

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UML Instruction card model

Oppgave

Utført initialerDatoKlokkeslettBoolean krevesUtført

Utført()

(from Logical View)

Beskrivelse

Text txtKrav utførelseOgGjennomføringBoolean historisk

Unordered set. (Set)

BeskrivelseRepeterendeOppgave Rapportering

Text txt

EngangsOppgave

NorskStandard

Id id

BeskrivelseEngangsOppgave

Oppgavekort

RegistrereBehov()

RepeterendeOppgave

Frekvens frekvens

Inspeksjon

Text txt 0..10..10..10..1

ArbeidsSpesifikasjon

nn

BehovsMelding

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Future work items

Integration of BCM Choice Point technology to provide flow control and linking and switching for EPR.

Create BPSS of discrete workflow components – especially intra-enterprise exchanges.

Create BCM contract and CPA templates for EPR participant roles and agreements.

Look at applicability of CAM templates for formalizing information quality control and context rules.

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Open Infrastructure Open Infrastructure &&

Platform Independence Platform Independence

Thanks to Thanks to WS,WS, proprietary solutions belongs to the past ! proprietary solutions belongs to the past !

Achieve USER controlled and non expensive data solutions( HW & SW independence is a must )

Interoperable solutions makes standardization/digitalization even more important

INTEGRATORS becomes the users and e-Governments “right hand”

Network solutions will by help of WS open up and create new ways of user applications ( As EPR’s “Folder” structure )

Minimize the amount of physical devices with multifunctional logical (SW =>WS) units

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EPR- ForumEPR- Forum

EPR Forum defines the frames for e-Gov SECTOR STANDARDISATION:- Health and Care- Building and Construction- Oil & Gas- ..

We must act Not talk !