7th UN/CEFACT
FORUM
Hosted by:
EDIFrance
Sponsors:
September 26-30
Lyon 2005
7th UN/CEFACT Forum
Opening Plenary
Forum Management Group
Chair: Dick Raman
Vice-Chair: Sue Probert
Agenda
Introduction
Welcome by our Host EDIFrance
Forum Logistics
Report from the Bureau
Reports from the Permanent Groups
A User-Case for UN/CEFACT: SAP
Wrap-Up
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Introduction
Welcome
7th UN/CEFACT Forum
Over 200 attendees
Organisation
Overcame many obstacles
Budget issues
Worked hard to resolve
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7th UN/CEFACT
FORUM
Hosted by:
EDIFrance
Sponsors:
September 26-30
Lyon 2005
Logistics
Meeting Rooms
Secretariat
Internet Access
Morning Coffee & Coffee Breaks
Smoking Policy
Welcome Reception – Mayor of Lyon
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Lunch & Learn
Monday – UNeDocs UK
Sue Bravery (SITPRO) & Niels Lehner (IATA)
Tuesday – GS1
Mark d’Agostino (GS1)
Wednesday – XBRL
Gilles Maguet (XBRL-GL)
Thursday – UMM
Christian Huemer (UoV)
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Forum Management Group
Implementation of Procedures
Nominations by your HoD
Strictly enforced starting next Forum
Work Items
Open Development Process
External Engagement Procedure
Liaisons
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Forum Management Group
 Fundraising
Principles agreed by UN/CEFACT Plenary
 Marketing
Project Matrix
 Legal Group
Terms of Reference
Programme of Work
Recommendations on coordination with other PGs
Legal Aspects of the PG’s work
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UN/CEFACT Bureau
Report to the 7th UN/CEFACT Forum
Mike Doran & Mark Palmer
UNITED NATIONS CENTRE FOR TRADE FACILITATION AND ELECTRONIC BUSINESS
Under the auspices of United Nations Economic Commission for Europe
Contents
Decisions made at the 11th UN/CEFACT
Plenary - 22/23 June 2005
UNECE External Review
IPR Update
Bureau objectives for the 7th Forum
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Decisions of the 11th
UN/CEFACT Plenary (1)
Plenary requested Quarterly reports from
Bureau
FMG Report on the objectives of the
Forum noted
R.650/Rev.4 approved
A form will be prepared for HoDs to
nominate Forum delegates
Forum Rules of Procedure approved
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Decisions of the 11th
UN/CEFACT Plenary (2)
 Rules of Procedure to be further revised to clarify the
right to invite observers & special guests to the Forum
 ODP was approved. To be completed with procedures to
cover all UN/CEFACT deliverables
 Recommendations for the Support & Financing of
UN/CEFACT’s program of Work - approved
 Principles of the IPR Policy approved. After OLA
approval, IPR Policy will be approved in an
intersessional approval process by the end of 2005.
 Plan for Cooperation Agreements with other
organizations approved
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Decisions of the 11th
UN/CEFACT Plenary (3)
 New MoU between OASIS & UNECE signed
 UN/CEFACT Forum Progress Reports approved
 Legal Group to be re-convened at Lyon Forum
 Draft BRS’s approved
 Cover pages of BRS’s should indicate the PG in
charge as the source of submitting the
document, and the individual WG where the
work is undertaken, as well as internal &
external liaisons and outreach with
“stakeholders”
 Bureau requested to review the term “BRS”
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Decisions of the 11th
UN/CEFACT Plenary (4)
 TBG requested to submit a revised BRS for Material
Data Sheet for review & approval of the Plenary
 Report of the Standards Liaison Rapporteur noted
 Report of the Rapporteur for Asia noted. He was
requested to further contacts with regional
standardization initiatives
 Bureau requested to review the Mandates & ToRs of the
Rapporteurs & submit them to HoDs in an intersessional
approval process
 Bureau also requested to identify Rapporteurs in
additional regions, particularly Africa & Latin America
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Decisions of the 11th
UN/CEFACT Plenary (5)
 Plenary took note of a number of reports on Capacity
Building & other related matters prepared by the
secretariat
 It also took note of the Bureau’s report on Regional
Cooperation
 Stuart Feder (USA) of the Bank for International
Settlements was elected as Chairman of UN/CEFACT
for the period 2005-2007
 The Plenary requested the secretariat to issue the list of
approved decisions on the UN/CEFACT Website & in a
message to the HoDs listserver
 The 12th UN/CEFACT Plenary will be held in Geneva
from 29 May to 2 June 2006
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UNECE External Review (1)
 The Member States of UNECE decided to
commission a comprehensive report on the state
of UNECE
 An evaluation team was set up and carried out
the review between January & June 2005
 Their report, “The State of UNECE” was
published on 30 June 2005
 The Bureau, as with the other WPs in UNECE,
under the authority of the CTIED was invited to
comment on the report & its recommendations
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UNECE External Review (2)
 The global value of UN/CEFACT’s standards is recognized
and appreciated
 Despite informing the Evaluation Team of a number of
errors in their report, because the views of the Member
States were somewhat contradictory, no action was taken
 Certain recommendations are unacceptable
 The Bureau has therefore prepared a response. This has
been communicated to the Chair of the UNECE
Commission, Ambassador Roux of Belgium
 HoDs have been provided with a briefing paper to
communicate to their Missions in Geneva who will be
involved in the negotiations
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UNECE External Review - Next Steps
 The UNECE Commission, under Ambassador Roux of Belgium, has
now started negotiations and hopes to conclude by November 2005
 Bureau members are contacting individual HoDs to follow up on the
briefing paper they have been asked to communicate to their
Missions in Geneva who will be involved in the negotiations
 As a number of Bureau members and HoDs are attending the
Forum here in Lyon, there is an opportunity to discuss some of the
recommendations and agree on further action
 The main thrust of the External Review concerns the governance of
UNECE and it is felt that reforms proposed may be implemented
fairly quickly
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IPR Policy - Background
 10th Plenary established an IPR Special Contact Group
 IPR SCG reviewed other SDOs IPR policies
 Established consensus on fundamental principles (IPR
SCG N04001)
 IPR SCG circulated drafts for comment
 Discussion with OLA – no concerns identified
 Policy and summary of principles submitted
 11th Plenary approved the IPR SCG report and the IPR
policy principles
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IPR Policy – Overview
Goal: promote UN/CEFACT Specifications
without the burden of fees or restrictions.
Four key principles of draft IPR Policy
Waiver
Disclosure
Exception Handling
Warranty
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IPR Policy – Waiver Obligation
All participants in a Forum Group waive
their rights to enforce intellectual property
necessary to practice the specification
from that Forum Group.
The waiver is limited in that it applies only
as to implementations of the specification
– all other rights are reserved.
This waiver is required as a condition of
participating in the Forum Group.
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IPR Policy – Exception Handling
Applies when a participant discloses
intellectual property.
Intellectual Property Advisory Group
(“IPAG”) is formed to consider the
intellectual property conflict at issue and to
arrive at one of the recommendations
outlined in the Policy.
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IPR Policy – Warranties
Every participant warrants that to the best
of its representative’s knowledge, and
without investigation, no third party
contends that the participant’s
contributions infringe that third party’s
intellectual property.
There are no other warranties or
indemnities.
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IPR Policy – Recent Progress
 11th Plenary approved the IPR SCG report and
the IPR policy principles
 Some member bodies requested extra time for
review and comments
 IPR Policy submitted to OLA for approval
 IPR SCG awaits the OLA comments and
approval
 Pending OLA approval, final IPR policy will be
circulated for intersessional approval before the
end of 2005
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Bureau Objectives for the week




Complete tasks proposed by UN/CEFACT Plenary
Continue to enhance communications with all PGs
Obtain input on improving UN/CEFACT work
Work with the Forum Management Group
 Arrangements for the March 2006 Forum Meeting
 Coordination of work programmes and procedures
 Strategic planning and improving external cooperation
 Listen to the contributors and customers of UN/CEFACT
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Bureau Quarterly Report
UN/CEFACT
October 2005
Volume 1, Number 1
In This Issue
Introducing: Your Quarterly Report
 Next Steps on the External
Evaluation Report
As part of the Bureau’s initiative on improved communications and
participation by member States and NGOs, we are distributing a
quarterly newsletter to all organizations participating in UN/CEFACT.
This is the first issue, and we encourage your feedback on
recommendations for making the newsletter an effective tool for the
continuous improvement of UN/CEFACT.
 Results from the
September 2005 Forum
 News to Use
 Planned Intersessional
Actions
 Communications with
HoDs
 Summary of Bureau
Meetings and Actions
Category of Links
Link to a Web page
Next Steps on the External Evaluation
Report
Link to a Web page
Link to a Web page
Results from the September 2005 Forum
Contact Us
Stuart Feder (Chair)
Mike Doran (Vice Chair)
TA Kahn (Vice Chair)
Jean Kubler (Secretariat)
Duane Nickull (Vice Chair)
Mark Palmer (Vice Chair)
Sue Probert (FMG Vice
Chair)
Christina Rahlen (Vice Chair)
Dick Raman (FMG Chair)
http://www.unece.org/cefact
Applied Technologies Group
ATG - Opening plenary
Chair: Anders Grangård
Vice-Chair: Mark Crawford
ATG1 UN/EDIFACT
Gait Boxman
 ATG1 will be meeting Tue am, Wed/Thu all day
 UN/EDIFACT Data Maintenance Requests for
D.05B
130+ DMRs received
TBG WG chairs please identify availability for
discussing DMRs today (Monday) to Alain Dechamps
or Anders Grangard
We'll setup a schedule Tue early and inform you
before coffee break
 UML to UN/EDIFACT Transformation Rules
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ATG2 XML
Mark Crawford
 ATG2 will be meeting Tue pm, Wed and Thu (full day)
 XML Naming and Design Rules
 Schema production procedures
 Creation of code list schema modules
 UBL
 Projects pending NDR
XML Profile for UMM/CC
TAC for XML
BPSS XML Schema
UML to XML Transformation Rules
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Information Content
Management Group
ICG - Opening plenary
Chair: Mike Conroy
Vice-Chair: David Dobbing
International Trade and
Business Processes Group
TBG – Opening Plenary
Chair: Jean-Luc Champion
Vice-Chair: Yong-Jae Kim
TBG’s Mandate
Simplification of
International Trade Procedures
Business and Governmental Process Analysis
Use of best practices and methodologies
(UMM, UML, …)
Support the development of trade
facilitation & e-Business solutions.
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TBG Summary
 Over 200 members within 18 Working Groups
 Many participants are representatives of large
organizations: AIAG, Boeing, GS1, SWIFT, KIEC,
Eurofer, JASTPRO, SAP, Atos, Oracle, US GSA,
US DA, EDIAgro, IAPH, NIST, WCO, …
 11 domain Working Groups plus Intl. Trade
Facilitation, Business Processes and
Harmonisation
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TBG Working Group
TBG1
TBG2
TBG3
TBG4
TBG5
TBG6
TBG7
TBG8
TBG9
TBG10
TBG11
TBG12
TBG13
TBG14
TBG15
TBG16
TBG17
TBG18
Supply Chain
Regulatory Electronic Documents
Transportation & Logistics
Customs
Finance
Architecture & Construction
Statistics Collection & Reporting
Insurance
Travel, Tourism and Leisure
Healthcare
Social Services
Accounting & Audit
Environmental
Business Process Analysis
International Trade Procedures
Entry Points
Harmonisation
Agriculture
Chair
Fr. De Vos
M. Dill
D. Vankemmel
G. Diepens
Y. Gailly
B. Longhi
C. Nelson
B. Grossman
P. Heilig
Fr. van Bommel
R. Lemense
D. Schwarz
N. Sharma
G. Cragge
A. Dechamps
St. Korsgaard
Br. Prepin
TBG new Project Proposals
 Steel Industry Invoicing Process (TBG1)
 Cross Industry Ordering Process (TBG1)
 Financial Execution Management (TBG6)
 Schedule and Cost Performance Management
(TBG6)
 Supply Chain Reference Model (TBG1-TBG14)
 Recommendation 6 Revision (TBG1-TBG15)
 Setting up of TBG18 (Agriculture)
 E-Gov working group
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Techniques &
Methodologies Group
TMG - Opening Plenary
Chair: Gunther Stuhec
General
 UN/CEFACT TMG Meeting in Walldorf,
6 – 10 June, 2005
 CCTS F2F Meeting 19 – 22 September, 2005
 We have
39 Voting Members
27 Non Voting Members
58 Guests
 Preparing New TMG Web Site – First draft
available at the end of this Forum
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Goal
Our main goal is: to bring the key components together
UN/CEFACT Methodologies
Business
Semantics
Technical
Framework
UMM
CCTS
EDI
ebXML
(EDIFACT,
TPA, AS2?)
(ebMS, RegRep,
CPPA)
Web Services
And the content, which is based this methodology can be used
by all relevant technical frameworks.
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Business Process Working Group
 UMM
 First Working Draft of UMM Foundation released August 2005
 This week
 Process comments on UMM Foundation
 Work on the User Guide for the UMM Foundation
 BCSS
 Draft profile released July 2005
 Comments received from TMG and also from OAGi
 This week
 Align CEFACT and OAGi UML profiles
 Complete a harmonised BCSS draft
 Test XMI interoperability with three different tools
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Business Process Working Group
 BPSS
 After signing the MoU between UN/CEFACT and OASIS,
we started a negotiation with the OASIS ebBP
 This week:
 Further progress in negotiation
 Define a negotiation plan
 UBAC
 Current ODP phase: Requirements and Scoping
(Introduction document, Requirements and use case
document completed)
 Project inactive pending re-establishment Legal Group
 This week
 Joint Meeting with LG on Tuesday
 Project meeting Thursday
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Core Components Work Group
 CCTS – Core Components Technical Specification
 F2F Meeting 19 – 22 September
 Completed review of 205 comments for release 2.x
 2.x ready for review 1 November
 Decisions:
 One list of Representation Terms
 Table maintenance transition to ATG
 Tables publicly, freely available
 CCMA – Core Components Message Assembly
 Chair: Gait Boxman (TIE), Editor: Serm Kulvatunyou (NIST)
 40 members
 Developing Requirements
 F2F Tuesday, 13:00 to 17:00
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eBusiness Architecture Working Group
 Architectural process
Planning for the Architectural Process conducted in
collaboration with ATG
First startup-meeting in Lyon
 Architecture project
Activities suspended pending establishment of
Architectural Process
 Glossary project
Planning for publication of glossary on TMG website
 Activities during the week
Meetings Tuesday, Wednesday and Friday mornings
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TMG/TBG Modelers Reference Initiative
 What is the Purpose?
Stimulate, facilitate and motivate the uptake of the
UN/CEFACT modeling approach
 MRI Workshop was on Sunday, 25 Sept.
Brought modelers together for experience sharing
and discussions on current state of application of
BRS, RMS
 MRI meets on Tuesday, Wednesdays and
Thursday afternoons
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http://www.UNCEFACT.org
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