EDI – AS A TECHNOLOGY FOR THE NEW E-ECONOMY Jolanta Chec National Institute of Telecommunications Gdansk, POLAND E-mail: jolac@il.gda.pl 1. Introduction The very quick development of information and communication technology (ICT) created large possibilities for the development of the new e-economy. EDI technology as a result of ICT development is a technology of public, global nature, very useful for e-economy. EDI (Electronic Data Interchange) ensures interchange of electronic formatted documents (equivalent of papers documents such as invoices, orders, etc), without manual intervention, by the use of data transmission networks. International standardization, in the scope of ICT (Information and Communication Technology) for realization of world - wide EDI, comprises two areas of standardization: standardization of data formats; standardization of communication systems. Telecommunications system for EDI needs is a very important component in realization of EDI idea. It should be of global nature for realization of EDI on world - wide scale (then EDI applications, irrespectively of their locations, will communicate with each other and interchange data on the world - wide scale). This goal can be achieved by the use of an internationally standardized telecommunications system for EDI. Such communication system will be a component of Global Information Infrastructure (GII). Global Information Infrastructure should enable full access to all types of information and their exchange. GII is a basis for realization of Global Information Society conception. The appropriate system to comply with EDI communication requirements should enable communication between different users (not only local) ensuring them independency of telecommunications networks and eliminate problems related with connection and interworking between users, which use non - standardized communication systems. Realization of such global communication system requires regulations at international, regional and national levels (mutually harmonized). National (polish) requirements [5] concerning telecommunications system for EDI, based on international and regional (european) standards and being in conformity with them, are such regulations at national level. The role of EDI technology for Global Information Society and communication system for EDI, as a component of Global Information Infrastructure for Global Information Society were presented and discussed in this paper. 2. EDI technology 2.1 General overwiev Electronic Data Interchange can be defined as electronic interchange of documents (structured according to agreed standards) between computer applications via a transmission medium. EDI replaces traditional paper documents (kind of information carrier) by electronic documents. EDI offers faster and more efficient ways of working. EDI is a technology for the future. It will enable realization of the idea: offices without people, by full automatization of all processes performed by people. Routine works based on algorithms with clear decision criteria will be done automatically without any people intervention (a computer with the help of EDI technology will perform these works). EDI is a technology of interdisciplinary nature. It plays an integration role in many fields. Many different specialists of law, economy, informatics and telecommunications must work together to realize EDI idea in practice. Partners of EDI, according to EDI definition, have computerized information systems. Traditional model of data interchange between partners using computerized information systems is shown in figure 1. In traditional model data are put into the database manually using keyboard. Next, after processing, data are printed as paper documents and sent by post. Data from received documents are put into the database manually and next are processed. Model of data interchange between partners using EDI technology is shown in figure 2. In this model electronic messages are generated instead of paper documents printing. Paper documents transport by post is replaced by electronic transfer using telecommunications networks. 2.2 EDI types and fields of EDI use Now it is possible to distinguish the following types of EDI: - - transaction oriented EDI (interchange of data of temporary nature such as invoices, orders of purchase, vouchers, etc. although they may be stored for checking purposes); information oriented EDI (interchange of appropriate statistical data such as catalogues of prices, technical data. These data will be read or updated and probably stored by receiving firm); electronics funds transfer (EFT is specially connected with messages concerning funds transfer. Implementation techniques of EFT are well determined); interactive EDI (question-answer EDI. This implementation concerns interactive systems, such as information and reservation services, where immediate response is required e.g. hotel orders). EDI can be used as a technology for telematics applications (in many fields such as: Administration, Commerce, Transport, Banking System, Industry, Tourism, Health Care, etc.). EDI enables to facilitate cooperation between firms and companies on world - wide scale. It hastens the circulation of documents and information especially between foreign partners and simplifies business contacts on world - wide scale. EDI technology used on world - wide scale is very useful for creation of Global Information Society. The use of EDI on world – wide scale, as a technology for information exchange, will elasticize the world system of information exchange. Processing Printing of paper documents Post Processing Manual input of data Post Data Processing System computer printer/keyboard e.g. car Figure 1. Traditional model Processing Generation of messages Telecommunications network Processing Interpretation of messages Telecommunications network Data Processing System EDI subsystem Figure 2. Model of data interchange using EDI TELEKOM module 2.3 Standardization for EDI Standardization for EDI concerns two areas: data formats and communication systems. Standardization ensures compatibility of EDI applications at national, regional and international levels. Data formatting standards for EDI give rules to create messages (electronic documents). They are of two kinds: de facto EDI standards - widely accepted and used by user groups. They are developed without any plans and they are not controlled by standardization bodies. The following standards are de facto EDI standards: Great Britain (CEFIC, EDIFICE, ODETTE, TRADACOMS); USA (AIAG, TDCC, VICS, WINS); Austria/Germany (SEDAS); France (GENCOD); Sweden (DAKOM); Holland (TRANSCOM); de jure EDI standards - formal and legal standards developed and published by authorized standardization bodies. International standards: UN/EDIFACT and ANSI X.12 are de jure EDI standards. An appropriate communication system for EDI needs is a very important component in realization of EDI idea (according to EDI definition). Electronic mail system ensures telecommunication realization of this problem. Communication system for EDI realization on world wide scale should be of global nature. This goal can be achieved by the use of an internationally standardized telecommunications system for EDI. Message Handling System (an electronic mail system standardized in accordance with CCITT Recommendations of X.400 series and ISO/IEC 10021 MOTIS complies with EDI communication requirements (see p.3) Electronic messages (EDI documents) are formatted according to agreed standards. It is done by the EDI subsystem on the basis of intermediate files. Basic functions of EDI subsystem: data reading, output conversion, message transfer, receipt of messages, input conversion, data recording are shown in figure 3. Data, needful to create messages, are put into an ouput intermediate file from the database of an information system. A conversion programme creates EDI messages (using conversion tables for particular messages) from data in the intermediate file. It is the output conversion. Messages destinated for one receiver are grouped and sent directly to the computer system of EDI partner or to the EDI partner electronic mail box. EDI messages received from partners (after input conversion made by conversion programme) are put into an input intermediate file. They can be used by a computer system for processing. A conversion programme makes the input/output conversion according to specified data formatting standards. EDI subsystem realizes two main functions: operational functions such as input/output conversion, transfer of messages, check and recording of messages. They are performed currently or periodically; administrative functions are performed during system implementation and exceptionally in the case of necessity. Administrative functions concern preparation of tools, for creation of EDI usable messages. They comprise creating and updating of the EDI normative database containing EDI standard directories (of data elements together with codes, composed data elements, data segments) and structures of standardized EDI messages being used in this subsystem, generation of conversion tables (defining the relations between the structures of particular standardized EDI messages and the structure of an intermediate file). SENDER APPLICATION PROGRAMME DATA READING OUTPUT CONVERSION TRANSFER TELECOMMUNICATIONS NETWORK RECEIVER APPLICATION PROGRAMME DATA RECORDING INPUT CONVERSION Figure 3. Basic functions of EDI subsystem RECEIPT 2.4 Stages of EDI system creation Creation of EDI system for a particular organization is connected with the following works: analysis of the actual situation (organizational structure of the organization, general schema of information flow between functional entities of the organization and between other organizations, analysis of documents contents to simplify and eliminate needless information); working out new procedures of documents flow in the organization and new formats of unified documents; review of existing resources (modernization, development). The legislative process for new documents, creation of an appropriate organizational structure, adaptation of existing information systems (or working out new systems), creation or modernization of network resources are needed for implementation of EDI. 3. Communication system for EDI 3.1 General overview A telecommunications environment is a very important component in realization of EDI idea (according to EDI definition). Communication between partners of Electronic Data Interchange may be realized in the following ways: a point to point direct connection using public or leased telephone lines (two far-away computers are connected using only telephone lines and modems without teleinformatic networks. This telephone line can be a public or leased line. Both computers must be ready for transmission at the same time); a point to point connection using a (X.25) packet switched data network (two far-away computers are connected using a packet teleinformatic network. Access to the network is possible using a switched telephone line and a modem or a leased line and a X.25 network card. Both computers must be ready for transmission at the same time); a connection using X.400 network (each partner has an electronic box like a letter-box. Direct connection between EDI partners is unnecessary. EDI for many partners using point to point connection is very inconvenient. In this case.messages can be sent and received using partners electronic boxes. This solution is independent of partners localization and time at which messages are sent and received). EDI users may have access to different telecommunications networks. EDI data, for cooperation between users (from the same branch or the same region according to the EDI concept), shall be accessible by different teletransmission routes of different networks that means independently on the user possibilities concerning network access. Electronic mail system ensures telecommunication realization of this problem. Message Handling System (an electronic mail system standardized in accordance with CCITT Recommendations of X.400 series and ISO/IEC 10021 MOTIS) complies with EDI communication requirements. MHS is a communication system of global nature so it enables work on world - wide scale (very useful for world - wide EDI). Additional standardized service, under name EDI Service, was organized within MHS to comply with EDI communication requirements. It involved necessity of working out protocol PEDI that specifies format of data to be sent and data transmission procedures. Indirect User origination receipt EDIMS EDI-AU export origination Direct User receipt direct submission EDI-UA import MTS transfer MTA transfer transfer MTA delivery MTA transfer MTA transfer import export EDIPDAU receipt Indirect User Figure 4. Transmittal direct submission indirect submission EDI-MS delivery EDI-UA retrieval origination Direct User receipt Existing MHS mechanisms were used but problems specific for EDI appeared. Extension of existing possibilities and working out additional features such as: adaptation of an EDI message structure (in accordance to the data formatting standard e.g. EDIFACT) to the structure of a typical MHS message, additional notifications (PN, NN, FN), additional elements of service and facilities, additional security mechanisms, rules for EDI names, time handling for EDI messages and notifications, working out a concept called EDI message responsibility were needed to solve these problems. 3.2 Message Handling System features MHS, is a basis to organize standardized services (such as IPM Service and EDI Service) of electronic mail. It offers a standardized EDI service to comply with EDI communication requirements. MHS works according to a rule: ”store-and-forward”. It may interwork with other communication systems including traditional post (possibility for access to EDI documents by users not equipped with end devices). It gives possibility to work using international EDI formatting standards such as UN/EDIFACT, ANSI X.12. MHS can also be organized within LANs. The Packet Switched Data Network (PSPDN) should be a transport network between MHS nodes. Access networks to MHS nodes may be: Packet Switched Data Networks (PSPDN), Public Switched Telephone Networks (PSTN), Telex Networks (TLX). The Packet Switched Data Network may be also an access network to MHS nodes for terminals working in other packet switched data networks, PSTN, ISDN or LAN networks. MHS ensures rich security mechanism (security of data is very important for EDI applications) enabling elimination of existing threats such as masquerade, message sequencing threats, message loss, modification of information, denial of service, repudiation, leakage of information, manipulation of information by EDI user. Therefore it realizes the following functions for protection data against these threats: origin authentication, data confidentiality, data integrity, non-repudiation, message security labelling. MHS users may be of the following types: direct users - users that use MHS in a direct manner; indirect users - users that have an access to MHS through other communication systems. MHS for EDI comprises the following functional objects: message transfer system MTS (that contains message transfer agents MTAs), user agents EDI-UAs, message stores EDI-MSs, access units EDI-AUs. Information objects conveyed within MHS are of the following types: messages - information objects conveyed between MHS users. Each message consists of an envelope and a content; probes - information objects that contain only envelopes. Each probe identifies a class of messages in order to examine the deliverability of these messages; reports - information objects, generated by MTS, informing about the flow of a message or probe through MHS to one or more recipients (users). The process of information object conveyance between functional objects in MHS is called transmittal (see fig.4). The following types of communication protocols are defined in MHS: P3 P3 P1 MTA MTA MS UA P7 UA P2 Figure 5. MHS protocols P1: transport protocol (defines interworking between MTAs); P2: interpersonal protocol (defines interworking between UAs in IPM System); P3: access protocol (defines interworking between MTS and MTS user); P7: access protocol (defines interworking between MS and MS user). Use of MHS gives the following advantages: possibility of message transfer to recipients being in motion (messages can be received irrespective of time and location). Simultaneous interworking between partners of information interchange is not required (MHS is an asynchronous service); possibility of message interchange between different telecommunications systems and end devices of different types on world wide-scale. Conversions of code, transmission speed and communication protocol are performed in MHS node (MHS is an open service); possibility of message transfer (using telematic network) in a cheaper tariff area; possibility of message transfer to many recipients simultaneously according to a distribution list. (MHS is a multi-address service); possibility of specifying the grade of message delivery: urgent, normal, non-urgent (MHS is a service of priority nature). 3.3 Process of MHS introduction for EDI Process of MHS introduction for EDI into an organization consists of the following phases: - determination of strategic goals, - MHS design for an organization, - implementation of MHS for an organization. The first phase needs to perform an analysis of existing situation (network resources, use of communication systems, external connectivity, types of users, types of applications, traffic volumes). It is helpful to determine current and future organizational requirements and system needs. MHS internal design for a particular organization should be worked out in the second phase. It shoul be done in accordance with strategic goals specified in the first phase. Realization details: system components, internal topology and options (such as optional elements of service, functional groups and optional protocol elements) should be determined concerning functional requirements, security policy and management strategy determined in the first phase. The next phase is implementation of MHS for an organization. The installation of MHS is generally performed by its supplier. Sometimes it may be modified by organization (internal development). 3.4 Global MHS The purpose of the Global MHS concept is to ensure Message Handling on world-wide scale. It is very useful for world-wide EDI. Global MHS (according to CCITT Recommendations of X.400 and F.400 series) may be one of the components to build Global Information Infrastructure (GII) for Global Information Society. Creation of an appropriate organizational structure for MHS at international, regional and national levels (mutually compatible) is necessary for realization of Global MHS. This compatibility may be achieved by the use of appropriate regulations (mutually harmonized at international, regional and national levels). “National Requirements for EDI System (EDIMS) in Message Handling Systems” [5] (I am the author of them), based on international and regional (european) standards) and being in conformity with them are such regulations at national level. They should be used for conformance testing (purchase, homologation), implementation and maintenance of EDI system in Message Handling Systems. PRMD PRMD GCMD PRMD PRMD ADMD PRMD PRMD ADMD ADMD ADMD PRMD PRMD COUNTRY 1 COUNTRY 2 PRMD COUNTRY 3 Figure 6 Organization of Global MHS Global MHS is a collection of organizational blocks called management domains. Management Domain (MD) is a set of functional objects (it must contain at least one MTA) that is managed by an organization. MDs can be of the following types: Administration Management Domain (ADMD) is a domain managed by an Administration at national level (a member of ITU or RPOA). It provides public services on a national basis; Private Management Domain (PRMD) is a domain managed by a private organization, other than an Administration, within one country. It provides services to particular users in the country; Global Corporate Management Domain (GCMD) is a multinational domain which spans different countries. ADMDs of different countries are connected to GCMD on the basis of appropriate agreements (bilateral or multilateral). PRMD is limited to one country and has an access at least to one ADMD in this country. PRMD is not a transit domain between ADMDs. PRMD interworks with ADMD at MTA - MTA level. Each MD has its own address. ADMD enables message exchange within one country and between different countries. ADMDs are interconnected within and between different countries and are the main components of Global MHS. They form a backbone of Global MHS. It consists of international and domestic backbones. By interconnecting to one another internationally, ADMDs form an international backbone. By interconnecting to one another domestically, they may also form domestic backbones joined to the international backbone. Global MHS is constructed from different MDs: ADMDs, PRMDs, GCMDs. MDs can be joined in various ways to form MHS. Coordination of standards development for interworking between various system is the purpose of international standardization concerning OSI Model. MHS (using OSI means) ensures compatibility of communication systems that interwork with each other on world wide scale so it enables construction of Global MHS. Realization of Global MHS needs to use an international directory according to Recommendations of X.500 series (it ensures that names are globally unique). It also needs to build a global backbone (by interconnections of ADMDs) for international message transfer related with creation of an appropriate organizational structure for MHS (by organization of ADMDs, PRMDs and GCMDs). GLOBAL INFORMATION INFRASTRUCTURE (GII) RII NII NII NII NII NII NII NII NII NII NII NII NII NII RII RII NII NII NII NII NII NII RII RII NII NII NII NII NII RII NII NII NII MHS Note: GII should contain all RIIs, each RII should contain all NIIs mutally related with each other. Figure 7. GII, RII, NII for realization of Global Information Society 4. Conclusion Realization of world-wide EDI needs to use an appropriate (internationally standardized) communication system of global nature. Creation of a global communication system for EDI, being a part of the Global Information Infrastructure (GII), will disseminate EDI technology on global scale. National Information Infrastructures (NIIs) in one region form the appropriate Regional Information Infrastructure (RII), all Regional Information Infrastructures form the GII. Information Infrastructures must be mutually compatible. The Global Information Infrastructure is a basis for Global Information Society. EDI technology used on world-wide scale is very useful for e-economy in the Information Society. It simplifies business contacts on world-wide scale. It replaces traditional paper documents by electronic documents (formatted according to one of the world standards) and hastens the circulation of documents and information especially between foreign partners. EDI can be used for realization of telematics applications in many different sectors according to European Commission Telematics Applications Programme (1994-1998) ensuring mutual compatibility of telematics applications at national, regional and international levels. EDI is a technology of public, interdisciplinary and global nature. It plays an integration role in many fields. It will enable realization of the idea: offices without people by full automatization of all processes performed by people. EDI is a technology for the future. The development of world-wide EDI will elasticize the world system of information exchange and enable evolution of the society towards Global Information Society. Bibliography [1] CCITT Recommendations of X.400, F.400 series. [2] ISO/IEC 10021 (MOTIS). [3] Guide to the implementation of EDI-EDIFACT. EFTA, 1994. [4] European Telecommunications Standardization and the Information Society. ETSI, 1995. [5] J. Chec: National Requirements for EDI System (EDIMS) in Message Handling Systems approved as Annex No 42 to the Dispositions of the Polish Minister of Telecommunications. Government Gazette of the Republic of Poland. September’97 (in polish). [6] J.Chec papers concerning EDI and MHS published in: Proceedings of International Conferences on Research for Information Society, Warsaw 1998, 1999 (in english); Proceedings of National EDI-EC Conferences, Lodz 1995, 1996, 1997, 1998, 1999, 2000 (in polish); Proceedings of National Symposia of Telecommunications, Bydgoszcz 1994, 1995, 1996 (in polish); Proceedings of Polish Post Symposium, Szczecin 1997 (in polish).