1. 1 iSURF eDoCreator: e-Business Document Design And Customization Environment and TestBATN: Testing Business, Application, Transport and Network Layers Prof. Dr. Asuman Dogac, Tuncay Namli and Fulya Tuncer SRDC Ltd. asuman@srdc.com.tr Ankara, Turkey 1 12th CEN/BII Meeting 15-18th June, OSLO

2. 2 Outline Introduction to iSURF eDoCreator  Demo Introduction to TestBATN  Demo CEN/ISSS Global Interoperability Test Bed (GITB) Project How can our work be of use to CEN/BII and PEPPOL? 2 12th CEN/BII Meeting 15-18th June, OSLO

3. 3 iSURF eDoCreator iSURF eDoCreator addresses the following problems:  Document artifacts are stored in spreadsheets Hard to provide consistency among versions Not queryable No detailed and complete view of document building blocks  Text-based UN/CEFACT CCTS modeling and UBL Customization guidelines Hard to follow guidelines Error prone Time consuming 3 12th CEN/BII Meeting 15-18th June, OSLO

4. 4 A Document Creation & Customization Process Creating, extending, customizing document schemas conforming to UN/CEFACT CCTS methodology are tedious, labor intensive and time-consuming processes  Analysis of available component interfaces  Design of spreadsheet model of the document  Creation of XSD files  Creation of genericode files for each of the coded attributes 4 12th CEN/BII Meeting 15-18th June, OSLO

5. 5 Solution: iSURF eDoCreator iSURF eDoCreator tool addresses these problems by providing: An online common graphical modeling environment which Converts paper-based UN/CEFACT CCTS based modeling and UBL customization guidelines into the machine processable version Hence enables tracking of new models and customizations iSURF eDoCreator environment aims to maximize re use of available document building blocks and minimize the tedious document design and customization efforts as its aim is inline with UN/CEFACT CCTS Used in the development of eInvoice Profile in Turkey 5 12th CEN/BII Meeting 15-18th June, OSLO

6. 6 Overview of iSURF eDoCreator Online and 24/7 accessible graphical modeling environment  Web based  Collaborative Modeling Integrates and implements modeling approach of UN/CEFACT CCTS and UBL – Modeling: UN/CEFACT CCTS – Customization: UBL It is designed to aid the user in following these guidelines during the generation of standard-based and customized e-business documents 6 12th CEN/BII Meeting 15-18th June, OSLO

7. 7 Architecture 7 12th CEN/BII Meeting 15-18th June, OSLO

8. 8 Main Components User interface:  Abstracts the process steps via its Rich Internet Application Guideline Processor:  Main controller  Converts paper-based guidelines into machine processable format and guides the user Repository  Queryable, online and wiki-based repository 8 12th CEN/BII Meeting 15-18th June, OSLO

9. 9 Repository Stores spreadsheet conceptual models in the machine processable format A common repository which is enriched by the contribution of users Evolutionary: gradually enriched, as new document building blocks are customized or created Collaborative: Authorized users can store new components and update its contents and anonymous users can only query the contents of the registry and retrieve the components Currently, it contains:  All of the BIEs in the common library of UBL 2.0  All the BIEs of the UN/CEFACT Cross Industry Electronic Invoice (CII)  All the BIEs of NES and UBL-TR 9 12th CEN/BII Meeting 15-18th June, OSLO

10. 10 Main Screen 10 12th CEN/BII Meeting 15-18th June, OSLO

11. 11 Visualization Of Document Building Blocks 11 Conventional Model Document Designer Document Model file UBL Common Library file Qualified Data Type file Unqualified Data Type Presents document artifacts in a single Russian Doll model as the tree expands eDoCreator provides graphical modeling without dealing with spreadsheets or XSDs 12th CEN/BII Meeting 15-18th June, OSLO

12. 12 Discovery Of Document Artifacts Text based search: Increase sharing and reusability Allow specification of keywords on Context values Definition Qualifiers Dictionary entry names Business Terms etc. based on document artifact type Logical connectors in query : “OR” vs “AND” Search result includes both standard document artifacts provided by UBL and standard-based document artifacts created by users Get results within few seconds in contrast to searching in spreadsheets Another feature “Filter by a keyword” to narrow down the list 12 12th CEN/BII Meeting 15-18th June, OSLO

13. 13 Modeling Features Graphical modeling of standard- based document artifacts: Based on UN/CEFACT CCTS  First discover, then create…  Creation of components from scratch by assembling available document building blocks  Message Assemblies  Aggregate Business Information Entities  Basic Business Information Entities  Creating of components based on available components Qualified Data Types  Customizing an existing one  Qualifying a Unqualified Data Type 13 12th CEN/BII Meeting 15-18th June, OSLO

14. 14 Modeling: Assembling Document Building Blocks Assembling available document building blocks to a new document artifact in graphical model: (1) Drag (2)Set properties of conceptual model (3) Drop 14 12th CEN/BII Meeting 15-18th June, OSLO

15. 15 Customization eDoCreator supports both  UBL Conformant Customization  UBL Compatible Customization “A UBL conformant instance is an instance validating against customized document constraints while simultaneously validating against a UBL standard schema.” UBL Customization Guidelines v1.0 Tool watches the actions of the user and provides a warning mechanism to alert the user that the resulting schema will be Compatible if the action is against conformant design rules and realized 15 12th CEN/BII Meeting 15-18th June, OSLO

16. 16 Customization Subsetting original document artifacts  Removing document building blocks by un-checking nodes  Automatic removal of inner document artifacts 16 12th CEN/BII Meeting 15-18th June, OSLO

17. 17 Customization : 2 Subsetting through cardinality restriction  Changing cardinality Minimums can be increased to their maximum Maximums can be decreased to their minimum Adding new document building blocks  Through drag and drop feature 17 12th CEN/BII Meeting 15-18th June, OSLO

18. 18 Customization: Schematron Placing constraints on the value space of information entities and/or putting constraints among these values  The Shipping Address must be the same as the Billing Address  The ProfileID must exits or be excluded.  Title must have a value.  Country attribute must be one of a value from ‘EN’, “TR”, ‘IT’..  If CustomizationID exists then Customization Organization must be exists.  The cardinality of Address. Details must be greater or equal to the cardinality of Person. Details 18 12th CEN/BII Meeting 15-18th June, OSLO

19. 19 Exporting Documents Export UBL Document schema accompanied with some informative supporting materials in UBL directory format: – XML Schema of Document Assembly with automatic translation from graphical model by UBL Naming and Design Rules – Spreadsheet models defining the document assembly – Genericode files for defining code lists (aka. enumerations or controlled vocabularies) 19 12th CEN/BII Meeting 15-18th June, OSLO

20. 20 Importing Spreadsheets It support uploading of a new document model either from.ods or.xls spreadsheet as new model generated.  Validate according to UBL Spreadsheet Naming and Design Rules eDoCreator provides validation and feedback mechanisms  Column Header Check, UBL Name Syntax Check, Existence check of Associated Aggregate Business Information Entity of Association Business Information Entity, Existence check of Data Type of Basic Business Information Entity, Dictionary Entry Name Check, Cardinality Check, Entity Check  Utilize other features of eDoCreator share it with the other users. Customize it Retrieve the documentation 20 12th CEN/BII Meeting 15-18th June, OSLO

21. 21 Group Menu One of important issues is the privacy  Who can view my documents?  Which documents am I allowed to view? The owner or customizer of the document can select the groups or users to which the document model that he created is visible.  You can only share the model with the groups that you are subscribed.  To subscribe send a request to group owner from menu panel.  You can also create a new group from menu panel 21 1 2 3 Select “PUBLIC” to make it available to all users 12th CEN/BII Meeting 15-18th June, OSLO

22. 22 Gap Analysis Tool The Gap Analysis Tool compares two customized e- business documents from document content perspective  How you can provide interoperability?  How interoperable your schemas ? Four level of issues from minor problems to major problems  Multiple Cardinality versus Optional Cardinality  Optional Cardinality versus Excluded Element  Optional Cardinality versus Mandatory Cardinality  Mandatory Cardinality versus Excluded Element 22 12th CEN/BII Meeting 15-18th June, OSLO

23. 23 Gap Analysis Report 23 12th CEN/BII Meeting 15-18 th June, OSLO

24. 24 eDoCreator Tool is publicly available at:  http://www.srdc.com.tr/index.php?option=com_co ntent&task=view&id=229&Itemid=203 http://www.srdc.com.tr/index.php?option=com_co ntent&task=view&id=229&Itemid=203 24 12th CEN/BII Meeting 15-18th June, OSLO

25. 25 Overview of the tool : http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolViewlets/main.htm Creating a new document artifact: http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolViewlets/createMes sage.htm Qualifying a data type http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolViewlets/datatype.h tm Conformant Customization: http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolViewlets/conforman tCustomization.htm Compatible Customization: http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolViewlets/compatibl eCustomization.htm 25 12th CEN/BII Meeting 15-18th June, OSLO eDoCreator Demo Links

26. 26 Demo Links Retrieving documentation of Document Model: http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolView lets/exportXSD.htm Gap Analysis http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolView lets/iSurfeDoCreatorGapAnalysis.htm Uploading a document schema from a spreadsheet http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolView lets/importDocument.htm Setting group options http://www.srdc.com.tr/eDoCreator/DocumentDesignerToolView lets/groupManagement.htm 26 12th CEN/BII Meeting 15-18th June, OSLO

27. 27 iSURF EDoCreator Demo…

28. 28 June. 15, 2009 GITB Open Meeting, Brussels 28 Testing Requirements- Use Case 3 – eGovernment Public Procurement – UBLNES Profiles

29. 29 June. 15, 2009 GITB Open Meeting, Brussels 29 UBL, NES, CEN/BII and PEPPOL The Universal Business Language (UBL) initiative from OASIS adopts the UN/CEFACT Core Component Technical Specification (CCTS) approach and develops a set of standard XML business document definitions  Currently, the approved version of UBL is 2.0 and there are 31 XML schemas for common business documents such as “Order”, “Despatch Advice” and “Invoice”.  In addition to the document definitions, it provides a library of XML schemas (XSDs) for reusable common data components like “Address”, “Item”, and “Payment” from which the documents are constructed. The focus of Northern European Subset (NES) is to define the specific use of UBL 2.0 electronic procurement documents domestically and between the member countries (Denmark, Norway, UK, Sweden, Finland, Island) CEN/BII overtook the development of NES Profiles The large scale “ Pan-European Public eProcurement On-Line (PEPPOL)” Project will use CEN/BII Profiles

30. 30 June. 15, 2009 GITB Open Meeting, Brussels 30 NES NES sets further restrictions on 8 UBL business documents The derived documents are called NES Generic Documents (e.g. NES Generic Invoice) and any document conformant with the NES generic schemas is also conformant with the UBL Schemas

31. 31 June. 15, 2009 GITB Open Meeting, Brussels 31 NES Conformance The generic NES documents are further restricted for use in particular business process context These business process contexts are called NES Profiles which define the Actors, Business Processes and Rules on exchanged business documents Conformance Criteria:  UBL conformant  NES conformant: A NES conformant instance is always UBL conformant  NES Profile conformant: A NES profile conformant instance is always NES conformant and UBL conformant

32. 32 NES Simple Procurement Profile June. 15, 200932 GITB Open Meeting, Brussels

33. 33 Testing Requirements – NES Simple Procurement Profile NES Simple Procurement Profile Scenarios:  Accepted Order, Accepted Invoice  Rejected Order  Accepted Order, Invoice Overcharge  Accepted Order, Invoice Undercharge  Accepted Order, Invoice contains wrong information In order to claim that an application conforms to the NES Single Procurement Profile, the application should be successful in all of these scenarios Therefore, we need at least one test case for each scenario for conformance testing of this profile June. 15, 2009 GITB Open Meeting, Brussels 33

34. 34 Testing Requirements – NES Simple Procurement Profile Req 1: The test framework should have the ability to present the scenario flow to the SUT user in a descriptive way June. 15, 2009 GITB Open Meeting, Brussels 34

35. 35 Testing Requirements – NES Simple Procurement Profile Req 2: The test framework should enable the users of the SUT to monitor the test execution flow during the test execution  In this way, they can also timely respond to the instructions that they should perform Mar. 09-10, 2009 CEN/ISSS eBIF GTIB Project Meeting, Brussels 35June. 15, 200935 GITB Open Meeting, Brussels

36. 36 Testing Requirements – NES Simple Procurement Profile Req 3: The test framework should enable test designers to setup syntactic validation steps  For NES Business documents, this validation step should do XML validation according to the XML Schemas provided by UBL Note that:  NES and NES Profile validations are achieved through Schematrons  Code Validations are realized through XSLT Mar. 09-10, 2009 CEN/ISSS eBIF GTIB Project Meeting, Brussels 36June. 15, 200936 GITB Open Meeting, Brussels

37. 37 June. 15, 2009 GITB Open Meeting, Brussels 37

38. 38 Testing Requirements – NES Simple Procurement Profile Req 4: The test framework should enable test designers to setup validation steps which will check all coded elements in the business document For NES and UBL, code validation is realized by using the XSLT file provided by the test designer XSLT can be designed with the UBL Code List Value Validation Methodology according to the code lists specified by the NES The output of the XSLT should be used as a test step report June. 15, 2009 GITB Open Meeting, Brussels 38

39. 39 June. 15, 2009 GITB Open Meeting, Brussels 39 7

40. 40 Testing Requirements – NES Simple Procurement Profile Req 5: The test framework should allow integration of different validation components as plug-in so that test designers can select the most suitable validation methodology for specific test steps according to the auxiliary testing materials (e.g. XSLT files, UBL code list configuration files) they have June. 15, 2009 GITB Open Meeting, Brussels 40 Code Lists in XSLT file Code Lists inSchematron File Code Lists in GC file Code List Server TestFramework XSLT Handler Schematron Handler A Specific Codelist Handler Validation Iterface

41. 41 Testing Requirements – NES Simple Procurement Profile Note that  NES defines refinements over UBL documents as business rules  The Business rules are provided through Schematron rules Req 6: The test framework should enable the test designer to setup a validation step which requires a Schematron as input and will do Schematron validation when executed The output of the Schematron should be used as test step report June. 15, 2009 GITB Open Meeting, Brussels 41 Simple Procurement Profile Example Invoice Document Restrictions

42. 42 Testing Requirements – NES Single Procurement Profile Req 7: The test framework should enable test designers to provide the scenario requirements (the information for business document contents) which will be presented to SUTs so that they can operate accordingly Req 8: The test framework should enable test designers to setup test steps to realize value comparison for data elements June. 15, 2009 GITB Open Meeting, Brussels 42

43. 43 June. 15, 2009 GITB Open Meeting, Brussels 43

44. 44 Testing Requirements – NES Simple Procurement Profile Req 9: For business documents that will be sent to the SUTs, the test framework should enable test designers to provide the document content at design time or at run time  In accordance with the test scenario, this content can be real content that will be directly used or a content template that will be updated during the test execution by further test steps Req 10: The test framework should enable test designers to setup test steps to do special data processing and create new data. Inserting an XML fragment to a specified location in a document, setting the values of elements and attributes in an XML template or making some arithmetic calculations are examples for such processing instructions June. 15, 2009 GITB Open Meeting, Brussels 44

45. 45 June. 15, 2009 GITB Open Meeting, Brussels 45 Can be specified in design time. Should be generated at run time... -date: current day -UUID, ID: randomly generated numbers The values should be copied from the Order document that the SUT(Customer) sends at run time The XML parts should be copied from the Order document that the SUT(Customer) sends at run time Depends on the test scenario, if the test case is designed for the Rejected Order scenario: - specified at design time If test case is generic; depends on some evaluation on the order document: - specified at run time

46. 46 Testing Requirements – NES Simple Procurement Profile In real life, before the test steps regarding the Invoice there is actually one business step that should be performed (delivery of ordered items from supplier to customer) In a test scenario, it is actually an imaginary delivery by informing the SUT that delivery is assumed to be completed In addition some information about delivery should also be provided, since the overcharge situation in the NES Order Accepted, Invoice Overcharge scenario can be related with delivery Req 11: The test framework should enable test designers to setup intermediate test steps which will interact with the SUT user over the graphical interface and provide some information about the running scenario June. 15, 2009 GITB Open Meeting, Brussels 46

47. 47 Testing Requirements – NES Simple Procurement Profile Req 12: When a specific communication or transport protocol is not specified in a profile or standard, the document exchanges should be realized over graphic interfaces.  The test framework should enable test designers to setup test steps which will interact with the SUT user and the test framework will get the business document over graphic interface uploaded by the SUT or provide a document created in the scenario for SUT to download Req 13: When a specific communication or transport protocol is specified, the test framework should enable test designers to setup test steps which have the capability to send or receive business documents based on the selected protocol June. 15, 2009 GITB Open Meeting, Brussels 47

48. 48 Testing Requirements –Simple Procurement Profile Req 14: The test framework should also incorporate the automation of the configuration management into the test case execution for both conformance and interoperability scenarios June. 15, 2009 GITB Open Meeting, Brussels 48

49. 49 Capturing and Testing the Exchanged Messages Req 15: In interoperability scenarios, there is a need to capture and test the message exchanges among the SUTs For this purpose, a proxy mechanism is needed to act as a mediator which listens to the messages between the systems June. 15, 200949 GITB Open Meeting, Brussels

50. 50 An Example Scenario for Tests Internet 11011010 Testing Tool WS SOAP Interoperability TestCase for the Examination Service GITB Open Meeting, Brussels June 15, 2009 11011010 Tests on message Customer Supplier June. 15, 200950 GITB Open Meeting, Brussels

51. 51 Testing Requirements – Interoperability Scenario- Catalogue Only Profile and Single Procurement Profile Req 16: The test framework should enable test designers to setup some branching (decision- if then else) test steps. The decision will be made by some conditional expression and the test case flow will continue with a branch according the result of the expression Req 17: The test framework should enable test designers to setup some special test steps to repeat a set of test steps until a condition holds June. 15, 2009 GITB Open Meeting, Brussels 51

52. 52 Testing Requirements – Interoperability Scenario- Catalogue Only Profile and Simple Procurement Profile Mar. 09-10, 2009 CEN/ISSS eBIF GTIB Project Meeting, Brussels 52June. 15, 200952 GITB Open Meeting, Brussels

53. 53 TestBATN Demo demonstrating UBLNES Simple Procurement Profile…

54. 54 CEN/ISSS Global Interoperability Test Bed (GITB) Methodologies Project The major objective of this project is to develop the first step for a set up of a comprehensive and global eBusiness interoperability test bed system  http://www.ebusiness-testbed.eu/about-gitb/ http://www.ebusiness-testbed.eu/about-gitb/ The first deliverable is available for comment

55. 55 How can these tools be of use to CEN/BII and PEPPOL? These tools are freely available on the Web SRDC Team can provide support to further develop them for the specific needs of CEN/BII and PEPPOL We hope collaborate with the PEPPOL Project…

56. 56 June. 15, 2009GITB Open Meeting, Brussels56 Thank you for your attention… Questions?