XML Web Services: US Small Business Administration

1
XML Web ServicesUS Small Business Administration

• Brand Niemann
• XML Web Services Evangelist
• US EPA Office of Environmental Information
• June 18-20, 2002

2
1. Introduction and Agenda

• 1.1 Introduction
• 1.1.1 Previous session on April 23rd
• 1.1.2 Why XML?
• 1.1.3 What is XML?
• 1.1.4 How can SBA use XML?
• 1.1.5 How do I contact you?
• 1.2 Agenda
• 1.2.1 Introduction to XML Video chapters
• 1.2.2 Key questions answered by video

3
1.1.1 Previous session on April 23rd See
http//130.11.44.140, Recent Presentations Item c.
4
1.1.2 Why XML?

• The eXtensible Markup Language became a World
  Wide Web Consortium (W3C) standard in 1998 as the
  universal format for structured documents and
  data on the Web (http//www.w3.org/XML/).
• The CIO Council created the XML Working Group in
  2000 to facilitate the efficient and effective
  use of XML through cooperative efforts among
  government agencies, including partnerships with
  commercial and industrial organizations
  (http//xml.gov/).
• GAO report to Congress urges government to adopt
  XML (http//www.gao.gov/new.items/d02327.pdf).

5
1.1.3 What is XML? General

• XML is a standard for preserving and
  communicating information encoding, tagging,
  and internationalizing that will be everywhere.
• Web Services provide communication between
  applications running on different Web servers
  that will bring the Internet to its new level.
• XML Web Services are applications running on
  different devices that communicate XML data using
  XML messages.

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1.1.3. What is XML? Parts of a Well-Formed XML
Document

• lt?xml version"1.0" standalone"yes"?gt XML
  Declaration
• lt!-- File Name Parts.xml --gt Comment
• White Space
• lt?xml-stylesheet type"text/css"
  href"Inventory01.css"?gt Processing Instruction
• End of Prolog
• White Space
• ltINVENTORYgt
• ltBOOKgt
• ltTITLEgtThe Adventures of Huckleberry
  Finnlt/TITLEgt
• ltAUTHORgtMark Twainlt/AUTHORgt
• ltBINDINGgtmass market paperbacklt/BINDINGgt
• ltPAGESgt298lt/PAGESgt
• ltPRICEgt5.49lt/PRICEgt
• lt/BOOKgt
• - Document Element (Root Element)
• -
• ltBOOKgt
• ltTITLEgtThe Turn of the Screwlt/TITLEgt
• ltAUTHORgtHenry Jameslt/AUTHORgt

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1.1.3 What is XML?Nodes and Exchange Networks
8
1.1.4 How can SBA use XML?General Suggestions

• Participate in the regular XML.Gov meetings (e.g.
  July 17th at GSA Headquarters).
• Form an SBA XML Working Group.
• Do some pilot projects (e.g. Tables, Phone
  Directories, Publications, Business Compliance
  One - Stop).
• Take additional training and complete
  certifications.

9
1.1.4. How can SBA use XML?Specific Examples

• Web content management and XML Web Services
  (centralized and distributed)
• XML indexing of PDF document collections.
• Re-purposing PDF and Web documents to XML content
  collections.
• Extracting and creating XML data tables from PDF
  and other Web documents.
• Converting relational databases to XML and XML
  Web Services.

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1.1.5 How do I contact you?

• Brand Niemann, Ph.D.
• USEPA Headquarters, EPA West, Room 6143D
• Office of Environmental Information, MC 2822T
• 1200 Pennsylvania Avenue, NW, Washington, DC
  20460
• 202-566-1657
• niemann.brand_at_epa.gov
• EPA http//161.80.70.167
• Outside EPA http//130.11.44.140

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1.2 Agenda

• Tuesday, June 18 Morning (10-noon)
• Introductions and Logistics
• Unit 2. Introduction to XML Video
• Questions and Answers
• Tuesday, June 18 Afternoon (1-3 p.m.)
• Install and Use XML Spy 4.4 IDE
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights)
• Wednesday, June 19 Morning (10-noon)
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights continued)
• Wednesday, June 19 Afternoon (1-3 p.m.)
• Unit 5 XML Spy Tutorial
• Unit 25 XML Web Services SBA Content (Office
  XP-Word, Excel, and Access, and Publications and
  Forms)
• Thursday, June 20 Morning (10-noon)
• Unit 25 XML Web Services SBA Content
  (continued)
• Thursday, June 20 Afternoon (1-3 p.m.)
• NextPage Enterprise Content Networking and Matrix

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1.2.1 Introduction to XML Video

• Chapter 1 XML in Business (20 minutes)
• Chapter 2 History of XML (27 minutes)
• Chapter 3 Theory of Markup (7 minutes)
• Chapter 4 Introduction to XML Syntax (14
  minutes)
• Chapter 5 XML in the Real World (6 minutes)
• Chapter 6 Information Stewardship (4 minutes)
• More Information (1 minute)
• Purchase http//www.synthbank.com/xmlvideo.htm

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1.2.2 Key questions answered by video

• What is XML?
• Who developed XML?
• How is XML different from HTML?
• Why is XML important to my business?
• Can I begin to use XML today?
• What tools and companies support XML?

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Agenda

• Tuesday, June 18 Morning (10-noon)
• Introductions and Logistics
• Unit 2. Introduction to XML Video
• Questions and Answers
• Tuesday, June 18 Afternoon (1-3 p.m.)
• Install and Use XML Spy 4.4 IDE
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights)
• Wednesday, June 19 Morning (10-noon)
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights continued)
• Wednesday, June 19 Afternoon (1-3 p.m.)
• Unit 5 XML Spy Tutorial
• Unit 25 XML Web Services SBA Content (Office
  XP-Word, Excel, and Access, and Publications and
  Forms)
• Thursday, June 20 Morning (10-noon)
• Unit 25 XML Web Services SBA Content
  (Continued)
• Thursday, June 20 Afternoon (1-3 p.m.)
• NextPage Enterprise Content Networking and Matrix

15
Install and Use XML Spy 4.4 IDE

• 1. http//www.xmlspy.com/download.html
• XML Spy 4.4 Suite Setup (23.1 MB)
• Self-contained Installer for the new XML Spy 4.4
  Suite (includes IDE, Document Editor, XSLT
  Designer, Spell-Checker with all major language
  dictionaries, Examples, Online Help, and
  Tutorial). Can be downloaded and distributed on
  the corporate LAN by placing it on a file server,
  or can be used to install XML Spy on a computer
  that is not connected to the Internet.
• 2. http//www.xmlspy.com/download_doc.html
• XML Spy 4.4 IDE Printable Manual (5.4 MB, Acrobat
  PDF)
• XML Spy 4.4 includes a complete online help
  system for all components with context-sensitive
  links from the software. If you also wish to use
  a printed manual, but don't want to purchase the
  book (see previous item), you can freely download
  and print this 400 page documentation available
  in Adobe Acrobat PDF 4.0 format.
• XML Spy 4.4 XSLT Designer Printable Manual (1.3
  MB, Acrobat PDF)
• This is the printable manual for the XSLT
  Designer in Adobe Acrobat PDF 4.0 format.
• XML Spy 4.4 Document Editor Printable Manual (854
  kB, Acrobat PDF)
• This is the printable manual for the Document
  Editor in Adobe Acrobat PDF 4.0 format.
• XML Spy 4.4 Document Editor Browser Plug-In API
  Documentation (294 kB, Acrobat PDF)
• This is the printable manual for the Document
  Editor in Adobe Acrobat PDF 4.0 format.
• XML Spy 4.4 Brochure (4.5 MB, Acrobat PDF)
• This is the new brochure for the XML Spy 4.4
  product line in Adobe Acrobat PDF 4.0 format.

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Unit 3a XML Step-by-Step, Second Edition
(Highlights)

• Preface
• Introduction
• Part 1. Getting Started
• Chapter 1. Why XML?
• Chapter 2. Creating and Displaying Your First XML
  Document
• Part 2. Creating XML Documents
• Chapter 3. Creating Well-Formed XML Documents.
• Chapter 4. Adding Comments, Processing
  Instructions, and CDATA Sections.
• Chapter 5. Creating Valid XML Documents Using
  Document Type Definitions.
• Chapter 6. Defining and Using Entities.
• Chapter 7. Creating Valid XML Documents Using XML
  Schemas.

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Unit 3a XML Step-by-Step, Second Edition
(Highlights)

• Part 3. Displaying XML Documents on the Web
• Chapter 8 Displaying XML Documents Using Basic
  Cascading Style Sheets
• Chapter 9 Displaying XML Documents Using
  Advanced Cascading Style Sheets
• Chapter 10 Displaying XML Documents Using Data
  Binding
• Chapter 11 Displaying XML Documents Using
  Document Object Model Scripts
• Chapter 12 Displaying XML Documents Using XSLT
  Style Sheets

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Agenda

• Tuesday, June 18 Morning (10-noon)
• Introductions and Logistics
• Unit 2. Introduction to XML Video
• Questions and Answers
• Tuesday, June 18 Afternoon (1-3 p.m.)
• Install and Use XML Spy 4.4 IDE
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights)
• Wednesday, June 19 Morning (10-noon)
• Unit 3a XML Step-by-Step, Second Edition
  (Highlights continued)
• Wednesday, June 19 Afternoon (1-3 p.m.)
• Unit 5 XML Spy Tutorial
• Unit 25 XML Web Services SBA Content (Office
  XP-Word, Excel, and Access, and Publications and
  Forms)
• Thursday, June 20 Morning (10-noon)
• Unit 25 XML Web Services SBA Content
  (Continued)
• Thursday, June 20 Afternoon (1-3 p.m.)
• NextPage Enterprise Content Networking and Matrix

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XML Spy Tutorial

• 1 XML Spy Overview
• 2 Creating a schema from scratch
• 2.1 Creating a new Schema file
• 2.2 Adding elements to a schema
• 2.3 Adding elements with drag and drop
• 2.4 Configuring the schema view
• 2.5 Completing the basic schema
• 3 Making schema components reusable
• 3.1 Globals, extending simple and complex types
• 3.2 References, attributes and enumerations
• 3.3 Navigation shortcuts in schema documents
• 4 Generating Schema documentation (for Registry
  Repository)

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XML Spy Tutorial (continued)

• 5 Creating an XML document
• 5.1 Creating and completing a new XML file
• 5.2 Editing in Text- and Enhanced Grid view
• 5.3 Validating and entering data
• 5.4 Manipulating data - Entry helpers
• 5.5 Database/Table view
• 6 XSL Transformation
• Transforming XML to HTML
• 7 Importing and exporting database data
• 7.1 Exporting XML data to external databases
• 7.2 Importing database data
• 8 Creating a database schema
• Converting a database to a schema
• 9 Creating a project
• Adding files to a project
• 10 That's it !

21
XML Spy Tutorial (continued)
22
XML Spy Tutorial (continued)XML Schemas enable
translations from Objects to XML Documents, and
from XML Documents to databases (and vice-versa).
23
XML Spy Tutorial (continued)The XML Spy IDEs
schema editor allows for easy visualrepresentatio
n of complex elements.
24
XML Spy Tutorial (continued)Transforming XML to
a variety of output formats using XSLT.
25
XML Spy Tutorial (continued)Using WebDAV,
content authors have distributed access to
virtually any underlying database or content
management system.
WebDAV stands for Web-based Distributed
Authoring and Versioning. It is a standardized
set of extensions to the HTTP protocol - the core
of the World Wide Web - which allows users to
collaboratively edit and manage files on remote
web-servers.
26
XML Spy Tutorial (continued)XSLT Designer
27
XML Spy Tutorial (continued)Document Editor
28
XML Spy Tutorial (continued)Document Framework
Deployment
29
XML Spy Tutorial (continued)XML Technologies in
the Enterprise
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XML Spy Tutorial (continued)

• Other
• Import/Export (highlights)
• Document Editor (highlights)
• XSLT Designer (not covered)
• Formatting Objects (XML-to-PDF) (highlights)
• Document Frameworks (see preceding slides)
• Online demo at http//www.nanonull.com (extra
  credit)
• SQL Server and XML (not covered)
• Web Services SOAP Client Debugger (highlights)

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XML Spy Tutorial (continued)

• XML Spy SOAP and WSDL
• Web
• http//soap.xmlspy.com/
• Defintions
• SOAP-the Simple Object Access Protocol defined by
  the W3C, that is used to communicate between Web
  Services (to be called the XML Protocol).
• WSDL-the Web Services Description Language that
  is used to define what functions a web service
  makes available.
• The world's first SOAP Debugger
• The XML Spy SOAP Debugger acts as a web services
  proxy between a web services client and server,
  letting you inspect WSDL files, single-step
  through web services transactions, inspect every
  request and response XML document, set
  breakpoints on SOAP functions (either on the
  request or on the response), and even define
  conditional breakpoints that trigger if a certain
  request or response contains selected data that
  is specified by means of an XPath query.

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XML Spy Tutorial (continued)

• XML Spy SOAP and WSDL
• XML Spy SOAP Debugger Example Client
• The Example uses the getTimeZoneTime operation
  from the NanoNull Time Web Service which is
  described by the following WSDL file
• http//www.nanonull.com/TimeService/TimeService.as
  mx?WSDL
• To learn more about the operations of this
  example Time Web Service, view the .NET
  description available at
• http//www.nanonull.com/TimeService/TimeService.as
  mx
• How to (see separate handout for steps)
• Send and receive SOAP requests using the SOAP
  debugger.
• Set breakpoints for sending and receiving SOAP
  requests.
• Edit an incorrect SOAP request before sending it
  on to the web service.

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XML Web Services SBA Content

• 1. Office XP
• 1.1 Word
• 1.2 Excel
• 1.3 Access
• 1.4 Web Services Toolkit
• 2. Publications
• 3. Enterprise Content Networking
• 4. Forms

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XML Web Services SBA Content

• 1. Office XP
• Saw upgrade materials in your lab on April 23rd
• Whats New Closer integration with the Web.
  Each application in Office can save files in HTML
  format, streamlining integration with the
  Internet and corporate intranets. Excel and
  Access are also able to read and save in XML
  format.
• Excel works with more data types, including
  common data sources on the Web. XML is now
  supported as a data interchange format, and
  worksheets can be linked directly to XML data on
  the Web. The new RTD (Real-Time Data) function
  brings real-time data into Excel for analysis.
• Access now works with more data types, including
  common data sources on the Web. XML data can be
  either created from Microsoft Access format (Jet)
  or SQL Server structures and data, or can be used
  to import data or structure into either Access or
  SQL Server.
• Discovering Microsoft Office XP Standard and
  Professional, Version 2002.

35
XML Web Services SBA Content

• 1.1 Word
• The three basic ways of producing XML output from
  Word for multiple uses (data exchange over the
  Internet, archiving with NARA, etc.) are
• 1. Word Save as XML (e.g. a Visual Basic add-in).
• 2. A special version of Word like the Wall Street
  Journal uses to produce XML for content
  syndication.
• 3. A tool like XML Spy Integrated Development
  Suite that automates the conversion of
  Word-to-XML and provides other XML functionality
  needed to do serious XML work.
• Note See XML Spy White paper Document
  Frameworks Unifying XML Content Management and
  Database Systems for the Internet.

36
XML Web Services SBA Content

• 1.1 Word
• Menu Convert, Import Microsoft Word Document,
  Select a Word document, and Open.
• Do View, Text view and View, Browser view.
• This command enables the direct import of any
  Word document and conversion into XML format, if
  you have been using paragraph styles in Microsoft
  Word. This option requires Microsoft Word or
  Microsoft Office (Version 97 or 2000). When you
  select this command, the Open dialog box appears.
  Select the Word document you want to import.
• XML Spy automatically generates an XML document
  with included CSS stylesheet. Each Word paragraph
  generates an XML element, whose name is defined
  as the name of the corresponding paragraph style
  in Microsoft Word.

37
XML Web Services SBA Content

• 1.2 Excel (see next four slides)
• Use the SBA Office listing (see next slide)
• http//www.sba.gov/aboutsba/sbaofficeslist.html
• Screen scrape this and copy and paste to Excel
  and adjust the formatting.
• Save as XML Spreadsheet and view in IE6 (does not
  display in XML Spy!).
• See Limitations of Excel XML Spreadsheet Format.
• Save as Web Page and view in IE 6.

38
SBA Offices Listinghttp//www.sba.gov/aboutsba/s
baofficeslist.html
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Excel 2002 Spreadsheet
40
Saved as an XML Spreadsheet Viewed in IE 6
41
Saved as a Web Page Viewed in IE 6
42
XML Web Services SBA Content

• 1.3 Access (see next four slides)
• Open Excel file in Access and name it.
• Export Access Database to XML Files.
• Display XML File in XML Spy Enhanced Grid View.
• Display XSD File in XML Spy Schema Design View.
• Display XSL File in XML Spy Schema Text View.
• Make the XML File a Data Island (recall XML
  Step-by-Step exercise and adapt it). There are
  some issues in the XML database to be resolved.

43
Access Database Linked to Excel
44
Export Access Database to XML Files
45
XML File in XML Spy Enhanced Grid View
46
XSD File in XML Spy Schema Design View
47
XSL File in XML Spy Schema Text View
48
XML File a Data Island
49
XML Web Services SBA Content

• 1.4 Web Services Toolkit
• http//msdn.microsoft.com/library/default.asp?url
  /library/en-us/dnxpwst/html/odc_wstoolkitoverview.
  asp
• The Microsoft Office XP Web Services Toolkit
  brings the power of Web services to Office XP
  solutions by enabling developers to discover and
  integrate Web services into Office XP solutions.
  From directly within the Microsoft Visual Basic
  for Applications (VBA) editor, developers can use
  the UDDI registry, an open, standard-based .NET
  Web Service, for discovery of available Web
  services, searching by keywords or businesses.
• The toolkit contains comprehensive documentation
  on discovering and integrating XML Web
  servicesincluding technical white papers on
  using XML Web services within your custom Office
  XP solutions, as well as samples that illustrate
  XML Web services integration and provide real
  examples on how XML Web services can be
  integrated into custom Office XP solutions using
  Microsoft Excel and Microsoft Word.
• Contents
• Calling XML Web Services from Office VBA Using
  the Web Service References Tool
• Calling XML Web Services over the Web Using the
  Web Service References Tool and Microsoft Access
• Checking Book Prices over the Web Using the Web
  Service References Tool and Microsoft Outlook
• Checking Stock Quotes over the Web Using the Web
  Service References Tool and Microsoft Excel
• Handling Complex SOAP Data Types in XML Web
  Services
• Unlocking Office XML Data Through the XML
  Document Object Model
• For an introduction to the Office XP Web Services
  Toolkit, take the Web Services Toolkit Tour.

50
XML Web Services SBA Content

• 3. Publications
• Online Library Reading Room Publications
• PDF, Text, and Word.
• Acrobat 5.0 Document Properties
• Title and Tagged PDF (see Repurposing PDF
  Documents).
• NXT 3 Content Network Manager
• The File Structure in Windows Explorer and the
  NXT 3 CNM.
• NXT 3 Content Network Platform
• Hierarchical Folder Structure and Multiple Search
  Forms.
• NXT 3 eXtensible Indexing Language (XIL)
• Search the XML Index and deliver an XML HitList!

51
Online Library Reading Room Publications
http//www.sba.gov/library/pubs.html
52
Acrobat 5.0 Document Properties
53
Title and Tagged PDF
54
The File Structure In Windows Explorer
55
NXT 3 Content Network Manager
56
NXT 3 Content Network Platform
57
NXT 3 Content Network Platform
58
NXT 3 Content Network Platform
59
NXT 3 eXtensible Indexing Language (XIL)

• Extensible Indexing Language (XIL)
• Leverages W3C XSLT/XPath Standard. The ability of
  XIL to separate search fields and table of
  contents structure from specific elements plays
  an important role in bringing the sites together
  into one. See Bennett Cookson, NextPage, XML 2000
  Conference presentation.
• A rule-based mechanism that looks for a
  particular tag within the document and assigns
  the content within the opening and closing tag to
  a particular field which is fully searchable
  (e.g. index author names in a field called
  Author Name). Also can be used to present
  user-unfriendly tags in a more easily understood
  language.
• lt!--Indexsheet rule --gt
• ltxsltemplate matchauthorgt
• ltlpindex fieldAuthor Namegt
• ltxslprocess-children/gt
• ltlpindexgt
• ltxsltemplategt
• ....
• lt!--XML Data--gt
• ltauthorgtStephen Kinglt/authorgt

60
XML Web Services SBA Content

• 4. Enterprise Content Networking
• Unit 15
• 1. Background
• 2. Creating Even Better Content from Good Content
• 3. Managing Content as Collections and a Network
• 4. Web Content Management Tools
• Unit 24
• 1. Background
• 2. Office of the Administrator
• 2.1 Office of the Chief Financial Officer (OCFO).
• 2.2 Office of Communications, Education, and
  Media Relations (OCEMR).
• 3. Office of Environmental Information (OEI)
• 3.1 GEneral Multilingual Environmental Thesaurus
  (GEMET) 2001.
• 3.2 Information Products Bulletin.
• 3.3 Environmental Indicators and State of the
  Environment Report.
• 3.4 Environmental and Public Health Data.
• 4. Other EPA Offices and Regions
• 5. Future Content
• Unit 25

61
XML Web Services SBA Content

• 5. Forms
• http//www.sba.gov/library/forms.html
• Using Adobe Acrobat Reader for online completion.
• XML Spy Document Editor Tutorial
• XML-based e-forms development tools.
• eXtensible Forms Description Language (XFDL)
• Part of the W3Cs HTML Activity.
• Vendor Activity
• Adobe Re-tooling PDF Forms (Approval, Accelio
  Corp. acquisition, and support for online
  transactions).
• PureEdge is a leading implementor (Air Force
  awards contract to convert 14,000 electronic
  forms into XML).
• Blue Oxides XML Design Tool (Beta) (similar to
  XML Spy or Turbo XML) for creation of
  data-oriented documents.

62
XML Web Services SBA Content

• 5. Forms
• XML Spy Document Editor Tutorial
• The aim of this tutorial is to fill in the
  OrgChart template supplied with XML Spy IDE.
• This will be achieved by
• Entering data into the predefined tables.
• Adding additional persons to the department
  table.
• Adding a new company and filling in all the
  relevant data.
• Prerequisites
• The OrgChart template necessary for this tutorial
  is supplied with XML Spy IDE.
• Any other templates you want to edit must have
  been created using XSLT Designer and saved there
  (thus creating a .sps file).
• There is also a Datasheet Template.

63
XML Web Services SBA Content

• 5. Forms
• W3C XForms 1.0 (January 18, 2002)
• http//www.w3.org/TR/xforms/
• Forms were introduced into HTML in 1993. Since
  then they have become a critical part of the Web.
  The existing mechanisms in HTML for forms are now
  outdated, and the W3C started work on developing
  an effective replacement. This document defines
  "XForms", W3C's name for the next generation of
  web forms.
• XForms is an XML application that represents the
  next generation of Forms for the Web. By
  splitting traditional XHTML forms into three
  parts - data model, instance data, and user
  interface - it separates presentation from
  content, allows reuse, gives strong typing -
  reducing the number of round-trips to the server,
  as well as offering device independence and a
  reduced need for scripting. XForms is not a
  free-standing document type, but is intended to
  be integrated into other markup languages, such
  as XHTML.

64
XML Web Services SBA Content

• 5. Forms
• Introductions (Micah Dubinko, Cardiff Software,
  Inc.)
• What are XForms (January 16, 2002)
• http//xml.com/pub/a/2001/09/05/xforms.html
• Interactive Web Services with XForms (January 16,
  2002)
• http//xml.com/pub/a/2001/09/26/xforms.html
• W3C The Next generation of Web Forms
• http//www.w3.org/MarkUp/Forms/
• http//www.w3.org/2000/04/xforms-testimonial
• Some Demos
• Mozquito Technologies
• http//www.mozquito.org/html/lang-english/xforms.h
  tml
• X-Smiles
• http//www.xsmiles.org/