E-Forms Web Services SOA

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					              E-Forms
         Web Services & SOA

      National Summit on E-Forms for E-Governance
                          12th – 13th June, 2006
                                 Delhi, India




Anirudh Srivastava
Architect Advisor – Government
Microsoft Corporation
Current Situation
 E-Government Initiatives (NeGP) have
 established new requirements for the
 departments:
   To create a more electronic working environment
   with far less paper,
   Administrative holdups,
   And redundant work tasks
 E-Government initiatives in USA like:
   Government Paperwork Elimination Act (GPEA),
   Electronic Record Management Standard 5015.2

           National Summit on E-Forms for E-Governance
 Current Situation
    Government paper-based forms remain
    the primary data gathering interface;
   Rigidity and logistics burdens of manual, paper-based
    often manually intensive and expensive
forms add hidden costs and time delays to critical business
    to process. information flows.
    Existing government systems designed
    to focus on specific objectives, as a
    result:
  Virtually impossible for Government officials to handle
      volume of forms and respond to that duplicate
 largeFragmented work processesrequest in timely
      work             manner.
      Reduce productivity
      Add cost and drain resources
               National Summit on E-Forms for E-Governance
The Need for a Government E-Forms Solution
Government departments struggle with maintaining a structured,
streamlined process
                                                         Government Challenges
                                                            Processing paper-based
                                                            forms is expensive and
                                                            time-consuming
                                                            Data Inaccuracies
                                                            Timely delivery of Services
                                                            Sharing information across
                                                            functional groups and
                                                            departments is difficult
                                                            Departments are under
                                                            pressure to consolidate
                                                            existing applications into
Citizens                                                    multi-departments solutions



                     Government Departments




                  National Summit on E-Forms for E-Governance
E-Forms Solution Vision
  To help government
  departments process
 forms more efficiently,
timely, securely, helping
achieve cost savings and
 meeting the demands of
  an online department.
     National Summit on E-Forms for E-Governance
                  Solution
              Integrated Forms
             Processing System
     A System in which e-Form Never Breaks Its Connection to a Business
                            Information Workflow

An e-form is a self contained collection of declarative meta-data that defines how a
              form should look, behave, and operate on a computer.

                      National Summit on E-Forms for E-Governance
Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Create
 Business Requirements are captured.
  Research e-Forms requirements.
  Identify type of e-Forms.
    Information Gathering Forms.
    Transaction Processing Forms.
    Regulatory Compliance Forms.
  Specify the structure (metadata) of e-
  Forms – name, data type, length, context,
  etc.
 Process Reengineering
          National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Design Phase Considerations
 Help layout forms text, input fields and graphics in
 the e-Forms.
 Allow a non-programmer to define the meta-data
 which comprises an e-form – including presentation,
 content, structure and behavior.
 Build e-forms automatically from existing meta-data.
 Meta-data for e-forms should follow meta-data
 standards like W3C XML Schemas, XML etc.
 Should support Custom-defined schemas or industry
 standard schemas.
 Support for registry for response dataset schemas
 used by e-forms.
 Reuse and harmonization.
 Capture common form information consistently.

            National Summit on E-Forms for E-Governance
Design Phase Considerations
 Design Once Deploy Everywhere.
 Should have multi-lingual Support.
 Should support Accessibility features.
 (USA Section 508 compliant)




         National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Publish Phase Considerations
 Design Once Deploy Everywhere (User Interface,
 browser).
 Ease of publishing forms on the Forms Server from
 Forms Designer.
 Scalable to address demands of the government
 departments.
 Extend data-gathering solutions to support client
 based, cross-browsers and cross platforms on any
 device.
 Should support intranet, extranet, internet portals,
 forms by email, document management system, etc.
 Translates the meta-data contained in e-Forms into
 standard HTML and serve it via standard Web Server.
 Should support document template library to store
 the forms, version control and rights management.
 Should support various security level for publishing,
 editing/adding/removing forms from the Form Server.
             National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Complete Phase Considerations
 Search
   Support Searchable Forms Catalog on the internet/intranet.
   Should support respondents profile information for
   personalization, and access to forms.
 Acquire & Fill
   Authenticate e-forms users and their signatures.
   Validate data at the time of entry.
   Reduce time spent filling out forms.
   Acquire forms via intranet, internet, extranet portals, email
   etc.
   Fill on any device using web browser/ User Interface Agent.
   Support pre-populating forms with data from previous
   forms, from other responses.
   Provide Accessibility Support and Multilingual Support.
   Provide support for Help.
 Submit
   Should provide collection point for submitted forms and
   routing to appropriate back end processing systems.
              National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Process Phase Considerations
 Streamline business processes and connect
 forms to multiple line-of-business
 applications.
 Perform standard workflow management for
 e-forms documents, including routing,
 approval, etc.
 Integrate with the back-end processes using
 standard approach i.e. Web Services.
 Facilitate information Sharing and promote
 component and data reuse.
 Promote Service Oriented Architecture.
 Integrate with any corporate portal via
 custom integration.
          National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Manage Phase Considerations
 Centralize the management and control
 of forms solutions.
 Rapidly deploy sustainable forms
 solutions.
 Centralize control over who can create
 and publish forms.
 Manage the version control and life of
 the form.


         National Summit on E-Forms for E-Governance
E-Forms Life Cycle
Forms Producer (Government)                          Forms Consumer (Citizens)

Create     Design       Publish                     Complete

                                                        Search             Fill
           Manage

                                                                  Submit
 Archive            Process




                    National Summit on E-Forms for E-Governance
Archive Phase Considerations
 Should support standard Enterprise
 Content Management Guidelines.
 Should integrate with existing ECM
 systems.




         National Summit on E-Forms for E-Governance
Integrated Electronic Forms Processing System

 Forms Designer Component                Forms Consumer Component

       Form            Form                                    Browser
                                           User Agent
     Generator       Authoring


Forms Hosting Component

                     Forms              Schema              Forms




                                                                         Component
   Web Broker                           Registry         Submissions




                                                                          Security
                     Catalog


              Forms Processing Component

                   Workflow              Process Integration
                  Component                  Component


              Forms Archival Component

                       Enterprise Content Management

                     National Summit on E-Forms for E-Governance
Microsoft Solution (Integrated Forms Processing Solution)

  Forms Designer Component InfoPath       Forms Consumer Component
                           Designer
                                                               Cross-browser
                                                               Cross-platform




 Forms Hosting Component




                                                                                Component
                                                                                 Security
               Forms Processing Component




               Forms Archival Component



                      National Summit on E-Forms for E-Governance
  Role of Web Services & SOA
    • Meta-data – XML Schemas                                         Backend Systems

    • Data – XML
    •Infopath forms – XSN File Format



                                                                      Backend Systems




Smart Client
and Browser

    • Web Services & SOA promotes:                                    Backend Systems

        • Reusability of data, functionality.
        • Information exchange – xml.
        • Scalability
                        National Summit on E-Forms for E-Governance
Office 2007: Server Investments
Better empowerment, TCO and developer productivity

     Server-based                                            Next generation e-mail,
     spreadsheets plus BI                                     project management,
     portals built on SQL                                        workflow, blog and
     Server Analysis                                                   wiki support
     Services                  Business
                              Intelligence     Collaboration



Server-based forms                       Windows
                                                                          Enhanced SharePoint
 and workflow with     Business         SharePoint          Portal        Portal aggregation and
   smart client and                      Services
 browser interfaces    Processes                                          personalization



                                Content
                                                   Search
                              Management
    Integrated document,
                                                                    Great relevance
    records and Web content
    management                                                  with rich people and
                                                               business data search
                                     Unified ASP.NET 2.0
                                   workspace foundation for
                                  scalability and extensibility
                        National Summit on E-Forms for E-Governance
           Microsoft Office 2007
           InfoPath Forms Solutions
    Reach more users with better forms
    Automate data-driven business processes
    Rapidly develop and deploy form solutions




Smart Client and Browser                                       WSS, SQL, ERP,
                                                                  CRM…
                 National Summit on E-Forms for E-Governance
  InfoPath 2007 Forms Solutions
  Topology
                           Intranet                                        Extranet / Internet



                                                      Browser

                                                                                Browser
   InfoPath Client       Office 2007 servers
    (Design Mode)         Forms Services

IW : InfoPath Designer
Developer : VS Tools




                                               InfoPath Client                InfoPath Client
                                                 (Edit Mode)                    (Edit Mode)




                             National Summit on E-Forms for E-Governance
  Publishing, Opening, And
  Filling In Forms Office 2007 servers                         XSN, XML loaded




                                                                                       Capabilities
                                                                 Business logic
                  Publish XSN




                                                                                         Forms
                                                                     execution
                                                                   Replay event log
       InfoPath
                                                   Generate
                                                                     ASPX
       Designer

                                                XSN                     WSS

                                 Download           Download
                                                  Return updated
                                                     script and
                                 XSN, XML
                                                    data array
                                                    data array                   Postback event
                                                                                 log via XMLHTTP
                       Take offline as needed


 XSN, XML loaded                                                                      Generate and render
                       InfoPath Client                         Browser                HTML (using script)
   Business logic
       execution                                                                      Validation
                                                                                      Execute calculations
          Rendering
                                                                                      Execute rules
          Validation
                                                                                      Editing actions
Execute calculations
                                                                                      (All using script)
      Execute rules
     Editing actions
                           National Summit on E-Forms for E-Governance
Submitting Forms
           Web Service                 Office 2007 servers
                                                             XSN, XML loaded
             Server




                                                                                Capabilities
                                                               Business logic




                                                                                  Forms
                                                                   execution



                                                                ASPX

                                         XSN                      WSS

                                                                          Postback event
                                                                          log via XMLHTTP
      Submit             Submit


XSN, XML loaded    InfoPath Client                           Browser
  Business logic
      execution




                         National Summit on E-Forms for E-Governance
National Summit on E-Forms for E-Governance
National Summit on E-Forms for E-Governance
National Summit on E-Forms for E-Governance
E-Forms Solution should…
 Provide the development of sufficient
 capabilities for Converting to, Storing,
 Retrieving and Disposing of electronic data
 and records.
 Extend data-gathering solutions to anyone
 with a browser.
 Streamline business processes and connect
 forms to multiple line-of-business
 applications.
 Centralize the management and control of
 forms solutions.
 Reduce time spent filling out forms.
 Develop advanced forms functionality
 without coding.
          National Summit on E-Forms for E-Governance
E-Forms Solution should…
 Validate data at the time of entry.
 Help business users develop their own
 forms.
 Rapidly deploy sustainable forms
 solutions.
 Capture common form information
 consistently.
 Access forms from mobile devices.

         National Summit on E-Forms for E-Governance
Conclusion
 Enhance Citizen Satisfaction
   Improved through online forms instead of phone
   calls and paperwork.
   Increase visibility to the status of online form
   submissions.
   Enhance access to crucial, relevant government
   department information.
 Improve Government Compliance
   Address compliance concerns of GoI
   Reduce costs through improved automation of
   information collection, retrieval, and storage.
   Reduce errors introduced through hand-
   processing of paper forms.
            National Summit on E-Forms for E-Governance
Conclusion
 More easily share information
  Fewer resources spent on administration
  of information and data.
  Improve multi-agency communication and
  collaboration
  Reduce costs by requiring fewer people to
  process paper-based forms.




         National Summit on E-Forms for E-Governance
Priorities in E-Forms Solution
 Ease of deploying the Forms Solution.
 Personalization of, and access to,
 forms.
 Scalable to address demands of the
 entire company.
 Management of Forms Lifecycle.
 Search for Forms.
 Out-of-box integration.

         National Summit on E-Forms for E-Governance
Forms Usage Scenarios…
 Submitted to or stored in a database.
 Submitted to any software program or
 system.
 Printed out/given to someone to
 process.
 Emailed to end users.
 Submitted to a system via Web
 Services.
 Downloaded from a portal.
         National Summit on E-Forms for E-Governance
E-Forms are made available
by
 Intranet portal
 Through Email
 Document Management System
 Internet Portal
 Extranet Portal
 Other



        National Summit on E-Forms for E-Governance
Advantages of E-Forms
 Time saving on performing business
 tasks/processes.
 Elimination of duplicate data entry.
 Integration with backend systems and
 processes.
 More timely information.
 More reliable data.


         National Summit on E-Forms for E-Governance
                   Windows XP Professional                       Windows XP Professional
                   Internet         InfoPath 2003                Internet
                   Explorer                                      Explorer
                                    Outlook 2003                                  Outlook 2003
                  Portal Views                                  Portal Views
                                     Excel 2003

         Agency                                    Citizen, Business,
Client   Worker                                     Mobile Worker

Server
                                    Windows Server 2003

                   SharePoint Products and                         MS Message
                        Technologies                 Exchange
                                                                     Queue
                   Workflow       Collaborative             External Systems
                  Capabilities    Workspaces                and/or Non-SQL
                                                            Data Warehouse
                                       SQL Server 2000

                       SharePoint          Data Warehouse               BizTalk




                              National Summit on E-Forms for E-Governance