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The New Enterprise Alphabet - .NET, XML and XBRL Making sense of interoperability  using angle brackets Jorgen Thelin Interoperability Standards Team Connected Systems Division Microsoft Corporation © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Session Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Imperative to Connect Suppliers &  Partners Businesses Employees Friends &  Family Consumers
What is Interoperability? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Retail Integration and Interoperability Applications used within the store that reside on the same box or same platform Systems used within the store that reside on different platforms Systems used in the store and central office systems Systems used in the store and external suppliers/partners GDS
Integration via Wire Interoperability Network App Other Vendor Stack App Other MSFT Stack App WCF App WCF Wire level interoperability achieves integration in a heterogeneous environment. Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WS-Policy WSDL WS-Discovery UDDI WS-Metadata Exchange WS-Transfer WS-Enumeration WS-Eventing XML Schema WS-Reliable Messaging WS-Coordination WS-Atomic Transaction WS-Business Activity WS-Trust WS-Secure Conversation Infrastructure and Profiles WS-Management WS-Federation Devices Profile Foundation SOAP / HTTP SOAP / UDP MIME XML Infoset XML 1.0 XML Namespaces WS-* Protocols
Microsoft’s Commitment to Interoperability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WinFX – The Next Gen Windows Technology Foundation ,[object Object],[object Object],[object Object],[object Object],Windows Communication Foundation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Windows Presentation Foundation Windows Workflow Foundation Windows InfoCard ,[object Object],[object Object],[object Object]
Enabling Interoperability Metadata Data  Formats Protocols
Components of Business Interoperability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Do We Need Interop Profiles? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Are Interop Profiles? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Profile Recipe: Staple, Redline, Glue  (Device Profile example) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ThisModel Metadata ThisDevice Metadata Action Filter Conformance Claim Policy Assertions Policy Assertions SOAP 1.2 WS-Addressing WS-Metadata Exchange WSDL 1.1 WS-Discovery WS-Eventing
Summary - Interoperability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOA – Service Oriented Architecture Mechanisms for achieving interoperability
The Shift to Service Orientation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Business Drivers ,[object Object],[object Object],[object Object]
The role of good architecture on the path to SOA Functional Optimization IT Efficiency Process Optimization Strategic Choices Application Silos Centralized Core Hard-wired Business Modularity Functional Silos Data Center Local Knowledge Worker Support Technology Standardization Data Warehouses Process  Improvement (Core Extensions) Process Integration Business Experiments Reusable Components Data Wrapped in Middleware Shared Product &/or Customer Databases Applications Infrastructure Data Source:  MIT Sloan Center for Information System Research
Business-IT Context for Services Orientation ,[object Object],[object Object],1 Source: Your Strategic SOA Platform Vision, Mar 29 2005, Forrester Research SOA speeds up business change Eg. Loan Process Reengineering, Legacy Replacement Enables Quick Time to Market SOA facilitates business connections Eg. Working Capital Services, Single Customer View Creates Platform for Product Innovation SOA enhances business control Eg. Workflow Scorecard, Service Level Management Provides ‘Real-time’ Decision-support Tightly-coupled Processes & Applications No Company is An Island Lack of Process Information
SOA – Defined ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Microsoft’s Vision for SOA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOA – How It Works Application A   Application B   Atomic Service Service Service Service Service Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Application C disaggregation composition
SOA - Another Holy Grail? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Isn’t This Just EAI (or EDI!)? Yes, but based on broader standards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Role of Web Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOA Hype and Reality At the crest of its hype, Service Oriented Architecture (SOA) have been touted as the next big architecture style to achieve application integration and business collaboration. But so, have other solutions in the past. Is it for real this time? What is different? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Business Value of SOA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],EFFICIENCY, QUALITY (TQM, TOC, LEAN, CMM…) EVOLUTIONARY (BPR, Process Management) TRANSFORMATIONAL (Capability Management, SOA…) Scope/Disruption Potential Impact
Some Initial Steps to SOA Development ,[object Object],[object Object],[object Object],[object Object]
XBRL eXtensible Business Reporting Language An example of next-generation interoperability
Overview - Extensible Business Reporting Language (XBRL) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enterprise Use of XBRL ,[object Object],[object Object],[object Object],[object Object],Business Performance Management Competitive Analysis Risk Management Auditor tools 404 Monitoring Real-time Connection Data Business Operations Acquisition Integration External Reports SEC Filings SEC Disclosure Checklist Dept of Commerce Banks Internal Reports Data Data General Ledger Consolidation Drill down
Financial Reporting Challenges Example Solution Overview Business Challenges Authoring XBRL-based reports with familiar Microsoft Office-based tools streamlines report creation and decreases the chance of error Analyzing data is costly, time-intensive, and error-prone because data must be manually entered and validated Authoring reports is costly, time-intensive, and error-prone because data must be manually entered from multiple sources Sharing data is difficult because there is no automated means to pull data from reports Sharing data is easier because data inherently contains context Analyzing is easier because of standards in reporting, automated data entry tools, and automated verification of financial data Verifying data accuracy is costly and time intensive because data is manually validated Verifying data can be automated, efficiently helping to ensure data accuracy
Without XBRL The Financial Reporting Supply Chain Documents and  Spreadsheets Consolidate Data Internal Users Finance Departments Bankers Analysts Public Regulators Intranet Reports Bank Reporting Annual Report Web or HTML Regulatory Filing - ERP - Sales - Legacy =  Manual process step ,[object Object],[object Object]
The Financial Reporting Supply Chain Documents and  Spreadsheets Consolidate Data Intranet Reports Bank Reporting Annual Report Web or HTML Regulatory Filing Internal Users Finance Departments Bankers Analysts Public Regulators With XBRL - ERP - Sales - Legacy =  Automated or streamlined process step =  Automated process step ,[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],XBRL Adds Meaning to Data Adding XBRL tags provides data with “bar codes” that give meaning to a number outside of the context of  the surrounding document Adding XBRL tags makes a number machine-readable $ 8,215
Components of an XBRL Item
Side-by-Side Data Analysis XBRL data can be pulled in representing different period data for the same company or from different companies All reported data elements are automatically imported Utilities can be built that provide flags or automatic notification based on pre-defined limits Example Solution Value to Businesses ,[object Object],[object Object],[object Object]
SEC Voluntary Reporting Program on the EDGAR System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
XBRL Lessons and Observations ,[object Object],[object Object],[object Object],[object Object],[object Object]
XBRL Futures ,[object Object],[object Object],[object Object],[object Object]
Future with SOA & XBRL ERP Mgmt Reports Investors Banks SEC IRS ERP CRM External Reports Suppliers XML & Web Services Consolidation ,[object Object],[object Object],[object Object],[object Object],[object Object],XBRL XBRL Back Office Integrated with XBRL Financial statement consumers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Common Standard Reporting Internal Control Docs
Tax and XML ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Pointer To The Future  - Other Government XML Initiatives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],XML is part of the e-government future!
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Backup Information
XBRL Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Web Services and Interoperability Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is WS-*? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WS-* 101 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WS-* Protocol Layers XML Messaging Security Transactions Reliable Messaging Metadata
WS-* Architecture Specifications Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WS-Policy WSDL WS-Discovery UDDI WS-Metadata Exchange WS-Transfer WS-Enumeration WS-Eventing XML Schema WS-Reliable Messaging WS-Coordination WS-Atomic Transaction WS-Business Activity WS-Trust WS-Secure Conversation Profiles and Infrastructure WS-Management WS-Federation Devices Profile Foundation SOAP / HTTP SOAP / UDP MIME XML Infoset XML 1.0 XML Namespaces
Web Services - Messaging XML-based message format with simple extension model and support for relays SOAP-based addressing and dispatch Hybrid XML / binary format for SOAP (a.k.a. “attachments”) WS-Addressing MTOM SOAP
Web Services - Secure Session-based tokens to reduce per-message crypto costs End-to-end security in the face of relays requires more than transport-level security Issuing tokens based on credentials WS-Trust WS-Secure Conversation WS-Security
Web Services - Reliable and Transacted SOAP-based workflow and compensation End-to-end delivery assurances in the face of relays requires more than transport protocol SOAP-based multi-party protocols SOAP-based two-phase commit WS-Business Activity WS-Coordination WS-Atomic Transaction WS-Reliable Messaging
Web Services - Metadata UDDI WS-Policy WSDL Description of service contract Parameterized assertions about service capabilities and requirements SOAP-based registry service lookup WS-Metadata Exchange SOAP-based inspection of a service’s metadata
Web Services - Profiles and Infrastructure WS-Federation SOAP-based identity management Basic Security Profile 1.0 Simple transport and SOAP message security Basic Profile 1.0/1.1 Simple SOAP messaging, description, and discovery Devices Profile SOAP-based discovery, description, control, and eventing of devices WS-Management SOAP-based management of computing systems
Devices Profile Digital Media Recorder Profile DMR Capabilities DMR Commands DMR Events Internet Gateway Profile IGD Capabilities IGD Commands IGD Events Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WSDL WS-Metadata Exchange XML Schema TLS Foundation SOAP / HTTP MIME XML Infoset XML 1.0 XML Namespaces BP 1.1 Sec. 4 Device Extensions Print Profile Print Capabilities Print Commands Print Events WS-Eventing WS-Transfer WS-Policy SOAP / UDP WS-Discovery
WS-* - Industry Adoption WS-P Messaging Security Assurances Devices Mgmt Metadata DPWS WS-SecureConv WS-Security WS-Trust WS-RM WS-AT MEX WS-D SOAP / WSDL MTOM © 2003-2006 Microsoft Corporation.  All rights reserved.  The information contained in  this document represents the current view at the time of publication and is subject to change. WS-M WS-XFer / Enum WS-Fed  gSOAP A AMD A Sonic A CA A Systinet        NetIQ  WEBM  Dell  Sun   Intel Microsoft Public interop  A  Released product Co-Author Only  Sonic  Tibco  Blue Titan  Choreology  Rogue Wave  JBoss   IONA        A   Apache Systinet Cape Clear BEA IBM Microsoft  Sonic  Cape Clear  gSOAP  SAP  A  Layer7   DataPower     Oracle/Oblix A A A  Verisign  SUN  Tibco  IONA  Nokia  WebMethods  A A A OpenNetwork  A A  Netegrity   A  Ping ID A       A  CA             A A   Apache Systinet RSA BEA IBM Microsoft  Amazon   Ricoh   Epson   HP   Xerox   Fuji-Xerox   Whitemesa   gSOAP               Canon Intel Apache eBay Google SUN BEA IBM Microsoft   Toshiba   Exceptional Innovation   Peerless   Schneider  gSOAP  Systinet A WebMethods A BEA   Epson   Fuji-Xerox   Xerox   Ricoh   HP   Brother    A    Lexmark Canon Intel Microsoft  Apache  Layer 7  Systinet  gSOAP A A A A A A   BEA WebMethods CA  Sun  Sonic A    Verisign SAP IBM Microsoft

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The New Enterprise Alphabet - .Net, XML And XBRL

  • 1. The New Enterprise Alphabet - .NET, XML and XBRL Making sense of interoperability using angle brackets Jorgen Thelin Interoperability Standards Team Connected Systems Division Microsoft Corporation © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
  • 2.
  • 3. The Imperative to Connect Suppliers & Partners Businesses Employees Friends & Family Consumers
  • 4.
  • 5. Retail Integration and Interoperability Applications used within the store that reside on the same box or same platform Systems used within the store that reside on different platforms Systems used in the store and central office systems Systems used in the store and external suppliers/partners GDS
  • 6. Integration via Wire Interoperability Network App Other Vendor Stack App Other MSFT Stack App WCF App WCF Wire level interoperability achieves integration in a heterogeneous environment. Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WS-Policy WSDL WS-Discovery UDDI WS-Metadata Exchange WS-Transfer WS-Enumeration WS-Eventing XML Schema WS-Reliable Messaging WS-Coordination WS-Atomic Transaction WS-Business Activity WS-Trust WS-Secure Conversation Infrastructure and Profiles WS-Management WS-Federation Devices Profile Foundation SOAP / HTTP SOAP / UDP MIME XML Infoset XML 1.0 XML Namespaces WS-* Protocols
  • 7.
  • 8.
  • 9. Enabling Interoperability Metadata Data Formats Protocols
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15. SOA – Service Oriented Architecture Mechanisms for achieving interoperability
  • 16.
  • 17. The role of good architecture on the path to SOA Functional Optimization IT Efficiency Process Optimization Strategic Choices Application Silos Centralized Core Hard-wired Business Modularity Functional Silos Data Center Local Knowledge Worker Support Technology Standardization Data Warehouses Process Improvement (Core Extensions) Process Integration Business Experiments Reusable Components Data Wrapped in Middleware Shared Product &/or Customer Databases Applications Infrastructure Data Source: MIT Sloan Center for Information System Research
  • 18.
  • 19.
  • 20.
  • 21. SOA – How It Works Application A Application B Atomic Service Service Service Service Service Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Atomic Service Application C disaggregation composition
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28. XBRL eXtensible Business Reporting Language An example of next-generation interoperability
  • 29.
  • 30.
  • 31. Financial Reporting Challenges Example Solution Overview Business Challenges Authoring XBRL-based reports with familiar Microsoft Office-based tools streamlines report creation and decreases the chance of error Analyzing data is costly, time-intensive, and error-prone because data must be manually entered and validated Authoring reports is costly, time-intensive, and error-prone because data must be manually entered from multiple sources Sharing data is difficult because there is no automated means to pull data from reports Sharing data is easier because data inherently contains context Analyzing is easier because of standards in reporting, automated data entry tools, and automated verification of financial data Verifying data accuracy is costly and time intensive because data is manually validated Verifying data can be automated, efficiently helping to ensure data accuracy
  • 32.
  • 33.
  • 34.
  • 35. Components of an XBRL Item
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
  • 46.
  • 47.
  • 48.
  • 49.
  • 50. WS-* Protocol Layers XML Messaging Security Transactions Reliable Messaging Metadata
  • 51. WS-* Architecture Specifications Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WS-Policy WSDL WS-Discovery UDDI WS-Metadata Exchange WS-Transfer WS-Enumeration WS-Eventing XML Schema WS-Reliable Messaging WS-Coordination WS-Atomic Transaction WS-Business Activity WS-Trust WS-Secure Conversation Profiles and Infrastructure WS-Management WS-Federation Devices Profile Foundation SOAP / HTTP SOAP / UDP MIME XML Infoset XML 1.0 XML Namespaces
  • 52. Web Services - Messaging XML-based message format with simple extension model and support for relays SOAP-based addressing and dispatch Hybrid XML / binary format for SOAP (a.k.a. “attachments”) WS-Addressing MTOM SOAP
  • 53. Web Services - Secure Session-based tokens to reduce per-message crypto costs End-to-end security in the face of relays requires more than transport-level security Issuing tokens based on credentials WS-Trust WS-Secure Conversation WS-Security
  • 54. Web Services - Reliable and Transacted SOAP-based workflow and compensation End-to-end delivery assurances in the face of relays requires more than transport protocol SOAP-based multi-party protocols SOAP-based two-phase commit WS-Business Activity WS-Coordination WS-Atomic Transaction WS-Reliable Messaging
  • 55. Web Services - Metadata UDDI WS-Policy WSDL Description of service contract Parameterized assertions about service capabilities and requirements SOAP-based registry service lookup WS-Metadata Exchange SOAP-based inspection of a service’s metadata
  • 56. Web Services - Profiles and Infrastructure WS-Federation SOAP-based identity management Basic Security Profile 1.0 Simple transport and SOAP message security Basic Profile 1.0/1.1 Simple SOAP messaging, description, and discovery Devices Profile SOAP-based discovery, description, control, and eventing of devices WS-Management SOAP-based management of computing systems
  • 57. Devices Profile Digital Media Recorder Profile DMR Capabilities DMR Commands DMR Events Internet Gateway Profile IGD Capabilities IGD Commands IGD Events Assurances Messaging SOAP WS-Security MTOM WS-Addressing Metadata WSDL WS-Metadata Exchange XML Schema TLS Foundation SOAP / HTTP MIME XML Infoset XML 1.0 XML Namespaces BP 1.1 Sec. 4 Device Extensions Print Profile Print Capabilities Print Commands Print Events WS-Eventing WS-Transfer WS-Policy SOAP / UDP WS-Discovery
  • 58. WS-* - Industry Adoption WS-P Messaging Security Assurances Devices Mgmt Metadata DPWS WS-SecureConv WS-Security WS-Trust WS-RM WS-AT MEX WS-D SOAP / WSDL MTOM © 2003-2006 Microsoft Corporation. All rights reserved. The information contained in this document represents the current view at the time of publication and is subject to change. WS-M WS-XFer / Enum WS-Fed  gSOAP A AMD A Sonic A CA A Systinet        NetIQ  WEBM  Dell  Sun   Intel Microsoft Public interop  A  Released product Co-Author Only  Sonic  Tibco  Blue Titan  Choreology  Rogue Wave  JBoss   IONA        A   Apache Systinet Cape Clear BEA IBM Microsoft  Sonic  Cape Clear  gSOAP  SAP  A  Layer7   DataPower     Oracle/Oblix A A A  Verisign  SUN  Tibco  IONA  Nokia  WebMethods  A A A OpenNetwork  A A  Netegrity   A  Ping ID A       A  CA             A A   Apache Systinet RSA BEA IBM Microsoft  Amazon   Ricoh   Epson   HP   Xerox   Fuji-Xerox   Whitemesa   gSOAP               Canon Intel Apache eBay Google SUN BEA IBM Microsoft   Toshiba   Exceptional Innovation   Peerless   Schneider  gSOAP  Systinet A WebMethods A BEA   Epson   Fuji-Xerox   Xerox   Ricoh   HP   Brother    A    Lexmark Canon Intel Microsoft  Apache  Layer 7  Systinet  gSOAP A A A A A A   BEA WebMethods CA  Sun  Sonic A    Verisign SAP IBM Microsoft

Editor's Notes

  1. You’ve heard the statement “Two things are inevitable in life - Death and Taxes” Now we could add a third to the list – “XML”