niem, cam and the 7 “d’s” david webber - public sector niem team, november 2011 niem test...

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<Insert Picture Here> NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary XML Exchange Development National Information Exchange Model

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Page 1: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

<Insert Picture Here>

NIEM, CAM and the 7 “D’s”

David Webber - Public Sector NIEM Team, November 2011

NIEMTest Model Data

Deploy Requirements

Build Exchange

GenerateDictionary

XML Exchange Development

National

Information

Exchange

Model

Page 2: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

The following is intended to outline Oracle general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Disclaimer Notice

Slide 2

Page 3: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Why CAM and NIEM?

“Can you give us a brief overview of how you expect IT professionals and line of business managers to use CAM*?”

– Van Ristau, CTO DLT Inc.

*CAM editor toolkit – http://www.cameditor.org and OASIS Content Assembly Mechanism standard – http://docs.oasis-open.org/cam

Page 4: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Response

• Line of business managers can use CAM to drive better

alignment to NIEM and faster more consistent delivery of

NIEM information exchanges enabling projects to be

performed more timely and predictably

• CAM provides tools that allow business analysts to work

collaboratively with software developers to build exchanges

• Teams use CAM to perform the 7 “D’s” tasks when

implementing NIEM exchanges

• CAM automates the delivery of key XML artifacts for NIEM

exchange services

• CAM can be deployed using the CAMV engine

Page 5: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

OASIS CAM standard and approach

• CAM is about content assembly for information

exchanges using a visual XML paradigm with the

components managed in dictionary collections

• NIEM provides the basis for domain dictionaries and the

naming and design rules for creation of components

• NIEM aligns well with CAM because they share a

common heritage in core component standards work

• CAM is designed for standards based business

exchange development and simplifying that process

• CAM works for both top down new exchanges or bottom

up customizing and tailoring of existing exchanges

Page 6: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Introducing the 7 “D”s

• Design

• Develop

• Deploy

• Document

• Dictionaries

• Discovery

• Delimit

Tasks in implementing NIEM

Page 7: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

The 7 “D”s and NIEM

• Design• Develop• Deploy• Document• Dictionaries• Discovery• Delimit

Repeatable, Reusable Process(Exchange Specification Lifecycle)

NIEM IEPD Process

*IEPD - Information Exchange Package Documentation

Page 8: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

NIEM IEPD Reports

DictionariesDiscovery

Exchange Delivery Lifecycle

Supervise

Delimit

Design

Develop

Validated

Templates /

Schema

XSD Schema

XML Samples

XMI / UML Models

Production

Results

Requirements

Updates

Documentation

Drag and Drop Visual

Designer

DocumentDeploy

Exchange

Templates

Page 9: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

CAM: Top Down Exchange Assembly

Canonical XML Components DictionaryCanonical XML Components Dictionary11

Component Associations and CouplingsComponent Associations and Couplings22

Exchange Templates and RulesExchange Templates and Rules33

W3C Schema and Model RepresentationsW3C Schema and Model Representations44

Delivery Control, Messaging, SecurityDelivery Control, Messaging, Security55

Presentation

Collaboration S

ervices

Artefact relationships

Implementation Artifacts and ExamplesImplementation Artifacts and Examples66

Navigation and Query

Tools

Domains Reuse Library

Components

Automatic Rendering Tools

Deployment Environments and Middleware

XML

User Inserts

Relationship Lookups

TemplateCatalog

Testing Workbench, Rules Engine, Data Samples, Integration ETL

SchemaXML

Models Components

Canonical Dictionary Collections

Page 10: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Design

• Create information exchange conceptual work flows including the information exchanges needed to match business process needs

• Determine conceptual information exchanges• Understand security and information privacy needs• Determine the information components for each

exchange• Organize the components in each exchange structure

to an overall hierarchy to align with the business process needs

• CAM provides visual editor for prototyping of exchange structures along with Mind map modelling to allow conceptual reviews

Page 11: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Discovery

• CAM provides a variety of tools to assist in discovery

of existing components from dictionary collections• Automatic comparison tool between exchange and

dictionaries – creates mapping spreadsheet

• Search tools within dictionary interface

• Visual dictionary structure viewer

• Mind map models of dictionary components to allow further

visual inspection and analysis

Page 12: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Develop

• Using the CAM exchange structure outlines complete the actual exchange details• Select actual components either from existing NIEM

dictionaries or from the enterprise dictionaries• Create new components or extend existing components to

meet additional design needs• Add validation rules for structure and content as needed by

the business process

• Build working exchanges using actual simulated data with realistic XML instances

• Test each exchange to verify validation and operation• Integrate the information exchange handling with the

business processes and applications

Page 13: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Visual Designer with Dictionary Collection

Drag n’ Drop Tool

Drag n’ Drop Tool

Industry dictionaryIndustry dictionaryDomain dictionaryDomain dictionary

Component Definitions

44

Component Definitions

Search

Tools

Search

Tools

22

Exchange

Designer

Exchange

Designer

11

Insert

Dictionary

Parent

Components

Insert

Dictionary

Parent

Components

33

Completed Exchange Template

Completed Exchange Template

55

Collection

Page 14: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Example - Suspicious Activity Report V2.0

dictionariesdictionaries

XMLXML

XMLXML

XMLXML

• SAR v1.5 components

• NIEM core dictionary

• LEXS 3.1.4 dictionary

• SAR v1.5 components

• NIEM core dictionary

• LEXS 3.1.4 dictionary LEXS

components

referenced

New structure components

based on NIEM + SAR + new

SAR conceptual components

Definitions stored as syntax

neutral canonical XML

NIEM core components

Dictionary Collection

Namespaces of

dictionary components

DRAFT

Page 15: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Document

• CAM generates NIEM IEPD documentation artifacts

including• Business component usage report with rules and definitions

• Code list details and content checks

• UML physical models

• Mind map model of exchange structure and components

• Comparison mapping spreadsheets to NIEM dictionaries and

components

• NIEM “want list” XML for use with NIEM subset generator tool

• Example XML instances

Page 16: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Delimit

• This step includes building in deployment specific

details and rules and usage policy determinations• Add additional XPath rules for local integration needs

• Constrain code lists to local use

• Limit and restrict content based on policy and role of exchange

partners

• Contextually exclude structure components based on rules

• Create other integration artifacts for middleware such as policy

control, partner certificates and security configuration

• Can configure these aspects through the CAM

template and using middleware tools

Page 17: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Deploy

• Once structure information exchange is complete

need to test and verify it by generating realistic XML

examples

• Validate those against the exchange template

• Share working examples with exchange partners

• Share documentation (IEPD)

• Deploy with CAMV and distribute test suite module

• CAMV is Spring aware and supports Java API

• Tutorial and examples availableCAM Editor resources site:

http://www.cameditor.org

Page 18: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

CAM Validation Framework

CAMVXML instance

Template (compiled)

Database Lookup

(optional)

Results XML

Java Handler Errors and Warnings

Structure

Rules

Code Lists

SQL Query

Page 19: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

CAMV / ANT Test Suites Environment

XML TestInstances

ANT

CAMV XML ValidationResults

XSLT

Reports

CAM template

CAMV Control Script XML

22

11

Examples and instructions:http://www.cameditor.org/#CAMV_Testing

Page 20: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Dictionaries

• Sets of NIEM domain dictionaries available• Dictionaries can be grouped into collections• Tools allow comparisons with existing dictionaries for

reuse analysis and mapping spreadsheet generation• New dictionaries can be created by

• Harvesting existing schema collections• Export and generation from Enterprise Data Models (ERwin)• Automatic Renaming tool can be used to generate NIEM

consistent dictionary components for a domain

• Naming and Design evaluation tool provides alignment to NIEM and interoperability reporting and spell checks

• Dictionaries can be viewed as spreadsheets or models

CAM Toolkit provides suite of tools for dictionary handling

Page 21: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Developing domain dictionaries (EIEM)

• Allows domains to manage their components libraries• Provides consistency for project development teams

• Sets of NIEM consistent XML exchange components• Aligned to enterprise data stores• Optimized for reuse and interoperability

• Save time and effort across the enterprise• Perennial question for developers – when should I use NIEM

components, and when our own local ones?• Are there components already available for that purpose?

• Provide formal mechanisms and procedures to share components and collaborate through project lifecycle

• Provide external parties consistent data views

*EIEM – Enterprise Information Exchange ModelCAM Toolkit for EIEM generation

Page 22: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

CAM Toolkit capabilities review

Page 23: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

SUMMARY AND REVIEW

Reviewing NIEM technologies

Page 24: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Summary of NIEM and CAM Technologies

Rapid NIEM solution development – IEPDs

• NIEM and CAM editor toolkit

• Ability to use rules, code lists and SQL lookups

Dictionaries and Exchange development

• Simplifying and accelerating effective exchanges

• NIEM – canonical component management

• Tools for building EIEM dictionaries

• Drag and Drop designer using dictionary collections

Deployment

• CAMV validation XML framework and test suite toolkit

Page 25: NIEM, CAM and the 7 “D’s” David Webber - Public Sector NIEM Team, November 2011 NIEM Test Model Data Deploy Requirements Build Exchange Generate Dictionary

Copyright ©2011, Oracle. All rights reserved. Oracle Draft Materials – Limited Circulation

Q & A

Download the CAM editor toolkit from:

http://www.cameditor.org

Resource Center link

http://www.oracle.com/goto/niem