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The Interoperability Executive Customer Council:
         A Collaboration with Microsoft




                    January 2010
White Paper - Interoperability Executive Customer Council



Table of Contents


Executive Summary....................................................................................................................................... 4
About the Interoperability Executive Customer Council .............................................................................. 5
    What Is the IEC Council? ........................................................................................................................... 5
    Deep Support from Microsoft ................................................................................................................... 5
    Playing an Integral Role ............................................................................................................................ 6
    Moving Interoperability Forward.............................................................................................................. 6
    Areas of Focus: Interoperability Executive Customer Council Work Streams ......................................... 8
Progress in IEC Council Interoperability Work Streams .............................................................................. 10
    Office Productivity and Collaboration Tools Work Stream ..................................................................... 10
       Open XML Interoperability: ODF, Office Binary, and HTML ............................................................... 11
       Support for Additional File Formats.................................................................................................... 11
       Promoting Choice and Expanding Opportunities................................................................................ 11
       Additional Standards Support in SharePoint ...................................................................................... 11
       Enterprise Content Management System Interoperability ................................................................ 11
    Systems Management Work Stream ...................................................................................................... 12
       Integrated Management of Virtual Machines .................................................................................... 12
       Cross-Platform Management .............................................................................................................. 13
       Simplifying Operations Management ................................................................................................. 13
       Managing Virtual Machines from Various Vendors ............................................................................ 13
    Identity Management Work Stream ....................................................................................................... 14
       Cross-Product Federation and Identity Management ........................................................................ 15
       Information Cards That Use WS-* Protocols ...................................................................................... 15




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White Paper - Interoperability Executive Customer Council




    Developer Tools and Runtime Work Stream .......................................................................................... 16
       Silverlight for Eclipse Developers ........................................................................................................ 17
       Enhanced Services for Visual Studio Integration ................................................................................ 17
       Easing Access to Key Technologies ..................................................................................................... 17
       Development Kits and Toolkits for PHP Developers Released on CodePlex ...................................... 17
    BPM and SOA Work Stream .................................................................................................................... 18
       Industry Collaboration on Platform Interoperability .......................................................................... 19
       UML in Visual Studio 2010 .................................................................................................................. 19
       Sharing “M” Language Specification with the Industry ...................................................................... 19
    Public Interoperability Policy Work Stream ............................................................................................ 20
Appendices.................................................................................................................................................. 21
    Appendix A: Key Microsoft Executives and Leaders Participating in the IEC Council ............................ 21
    Appendix B: Microsoft Interoperability Principles ................................................................................. 21
    Appendix C: Microsoft Community Promise and Open Specification Promise ..................................... 22
    Appendix D: Open Source at Microsoft ................................................................................................. 23
    Appendix E: Interoperability Bridges & Labs Center .............................................................................. 24
    Appendix F: Interoperability Vendor Alliance (IVA) ............................................................................... 25




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White Paper - Interoperability Executive Customer Council



Executive Summary
Microsoft established the Interoperability Executive Customer (IEC) Council in June 2006 as a means of
regularly interacting with customers to obtain valuable feedback regarding their specific interoperability
requirements. The company meets twice a year with the IEC Council to discuss interoperability issues,
and then meets throughout the year with technical and business working groups comprising
representatives from the member organizations to drill down on interoperability details.

Since the launch of the council less than four years ago, IEC Council members have identified
approximately 50 key areas for improved interoperability across Microsoft products and those of the
software industry at large. At least 70 percent of these issues have been resolved or are on track to be
resolved. For those issues that are most complex and difficult, the IEC Council and Microsoft are
continuing to work together and with other vendors and organizations to find solutions.

In addressing the interoperability issues articulated by the IEC Council, Microsoft has employed or
encouraged the development of different types of solution – either by integrating features into
Microsoft products, developing open source bridges between products, or using strategies and solutions
such as documenting protocol documentation, participating in standards evolution, and collaborating or
supporting development of third-party products. And because IEC Council members and Microsoft share
the common industry view that software users will continue to see a mixed IT environment of open
source and traditional commercial or proprietary software, Microsoft continues to support open source
communities with plug-fests, code contributions and or community project funding. The company is
actively involved in ensuring Windows® is the best platform for running and hosting open source
applications.

These IEC Council efforts are directed by executive sponsor, Bob Muglia, president, Microsoft Server &
Tools. All the information gathered from the IEC Council process has been categorized into six areas of
focus called “work streams”. Work stream efforts are led by executives from numerous Microsoft
divisions and product teams who interact and partner with council members’ technical architects and
CIOs to identify and develop solutions within these specific areas. These are:

 Office Productivity and Collaboration Tools             Systems Management
 Identity Management                                     Developer Tools and Runtime
 Business Process Modeling and Services Oriented         Public Interoperability Policy
 Architecture


This white paper details the activities and progress of each of the IEC Council’s interoperability work
streams.




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White Paper - Interoperability Executive Customer Council



About the Interoperability Executive Customer Council
Interoperability of software solutions has become an increasingly important, not only for governments
and companies with heterogeneous computing environments, but for the software industry as a whole.
The ability to connect people, data, and diverse systems in a seamless way reduces operational costs
and complexity, enables best-of-breed deployments, and optimizes return on existing investments.
Microsoft is committed to enabling to interoperability to benefit our customers.

Microsoft also recognizes the importance of listening to, and learning from, its customers regarding
their needs. The company established the Interoperability Executive Customer (IEC) Council in June 2006
as a means of regularly interacting with customers to obtain valuable feedback regarding their specific
interoperability requirements.

What Is the IEC Council?
The IEC Council is a select group of senior executives—chief
information officers (CIOs) or the equivalent—who represent
the great diversity of Microsoft’s customers today. Members
hail from around the world and include businesses from a
variety of industries, academic organizations, and government
agencies of all sizes.
                                                                     Bob Muglia, IEC Council executive
                                                                     sponsor and president of the Server
The council meets twice a year to discuss interoperability with
                                                                     and Tools Business at Microsoft,
Microsoft. In addition, representatives within the member            discusses how the council is helping to
organizations form technical and business working groups that        make technologies work better
meet with Microsoft throughout the year to drill down discuss        together. Watch the video:
                                                                     www.microsoft.com/interop/featured/I
interoperability in more depth. Each member also agrees to
                                                                     ECCouncil.aspx
name one or more senior software architects to participate in
the working group discussions throughout the year.

Deep Support from Microsoft
Microsoft supports the IEC Council at the highest levels of the company. Bob Muglia, president of
Microsoft’s Server and Tools business, serves as the executive sponsor of the council.

“Interoperability is a very important issue for Microsoft’s customers, and we want their feedback,” says
Muglia. “The IEC Council is dedicated to championing interoperability to ensure that technology
supports and fosters their evolving business needs.”

Craig Mundie, Microsoft chief research and strategy officer, and Brad Smith, senior vice president,
general counsel, also serve as executive sponsors. In addition, technical and business leaders from
product teams across the company participate in the council and its workgroup discussions. In addition,
a dedicated team manages the day-to-day activities of the council and guides discussions among council
members and product teams.


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White Paper - Interoperability Executive Customer Council


Playing an Integral Role
The IEC Council plays an instrumental role in helping Microsoft deliver software that meets customers’
interoperability needs. Main activities of the IEC Council include:

          Raising and accelerating awareness around interoperability
                                                                                Mission Statement
           scenarios, pain points, and solutions
          Providing insight on Microsoft’s interoperability strategies
                                                                            The Interoperability Executive
           and programs -- including activity regarding the company’s
                                                                               Customer (IEC) Council is
           products and engagement in standards-setting activities --
                                                                              dedicated to championing
           can serve the technical community more effectively
                                                                            interoperability to ensure that
          Influencing Microsoft’s interoperability design strategies
                                                                               technology supports and
           and helping to prioritize critical interoperability scenarios
                                                                               fosters evolving business
           and solutions through council discussion and feedback
                                                                                        needs.
          Sharing knowledge and best practices via a forum of
           members, which results in the formation of a strong
           solution base for problem solving

IEC Council members are also engaged at the senior executive level with other large software providers,
so they are in a unique position to encourage these vendors to work with Microsoft to find solutions for
the most complex interoperability issues.

Moving Interoperability Forward
Since the launch of the council less than four years ago, IEC Council members have identified
approximately 50 key areas for improved interoperability across Microsoft products and the software
industry at large.

In addressing the interoperability issues articulated by the IEC Council, Microsoft has employed or
encouraged the development of different types of solutions. Approximately one-third of the issues that
have been resolved have been addressed by integrating features into Microsoft products. Another third
have been addressed by developing open source bridges between products. And the remaining third
have been addressed using strategies and solutions such as protocol documentation, standards
evolution, and third-party products. And because IEC Council members and Microsoft share the
common industry view that software users will continue to see a mixed IT environment of open source
and commercial products. Microsoft is engaging with open source communities like Apache, Eclipse,
PHP & Zend, OpenPegasus and many others by conducting plug-fests, contributing code, and providing
funding to related open source projects.

The type, focus and complexity off issues articulated by the council varies significantly along with the
types of solution needed to resolve them. For example, the council identified the need for
interoperable solutions in the area of authentication, authorization, and access management for



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White Paper - Interoperability Executive Customer Council


resources across heterogeneous systems. In response, Microsoft added identity federation capabilities
to Active Directory by incorporating support for Security Assertion Markup Language (SAML), an XML-
based standard for exchanging authentication and authorization between security domains, to Active
Directory Federated Services (AD FS). AD FS enables simplified, secure sharing of digital identities across
security boundaries, and includes specifications such as WS-Federation and WS-Trust.

In another example, IEC Council members expressed the need to exchange documents with partners or
governments that accept only certain file formats, such as Open Document Format (ODF), which
contributed to Microsoft’s decision to add support for ODF 1.1 to Microsoft Office Service Pack 2 (SP2).

Members also identified the need to support the application modeling standard Unified Modeling
Language (UML). In response, Microsoft re-joined the Object Management Group (OMG) in July 2008
and has been an active member of the UML 2.3 Revision Task Force. Microsoft is integrating support for
UML in Visual Studio 2010 development tools and the upcoming Oslo repository ("Oslo" is the code
name for a set of future Microsoft modeling technologies).

A final example, Microsoft learned that IEC Council members use content and document management
servers collaboratively within their organizations, and they want to integrate search, UI, metadata,
content, personalization, and taxonomy across multiple portals. This feedback encouraged Microsoft to
work with other vendors like EMC and IBM to achieve interoperability between enterprise content
management systems through Content Management Interoperability Services (CMIS), a jointly
developed specification that leverages existing open standards.

To ensure that solutions developed in response to IEC Council issues work well with the industry – or
when solution require broader industry collaboration, -solutions are tested or implemented by
Microsoft and the Interoperability Vendor Alliance (IVA), which works in parallel with Microsoft and
provides the company a partner focus for interoperability advancement. For those that are most
complex and difficult, the IEC Council and Microsoft are continuing to work together and with other
vendors and organizations to find solutions.




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White Paper - Interoperability Executive Customer Council


Areas of Focus: Interoperability Executive Customer Council Work
Streams
All the information gathered from the IEC Council process has been categorized into six areas of focus,
or work streams, which are described in the following table:

      Work Stream               Major Topics

      Office Productivity and   Office file formats; Office programmability and automation;
      Collaboration Tools       portal, document, and content management servers; back-end
                                and line-of-business application integration; unified
                                communication; etc.

      Systems Management        IT operations management; deployment and patching of
                                software; virtualization environments; etc. IT operations want to
                                optimize the management of heterogeneous enterprise
                                environments while providing top-notch service to users based
                                on their service-level agreements.

      Identity Management       Identity federation scenarios for providing partners and
                                customers with encrypted access to internal resources; single
                                sign-on (SSO) techniques; user-centric approaches to identity
                                management through third-party providers and relying parties;
                                and Active Directory–Lightweight Directory Access Protocol
                                (LDAP) integration.

      Developer Tools and       Use of different development tools in a distributed environment;
      Runtime                   robust and high-performance interoperability between .NET and
                                Java/mainframe applications; interoperability with open source
                                languages and tools; consistent implementations of standard
                                cryptology algorithms; etc.

      Business Process          Facilitating design, development, and management of business
      Modeling (BPM) and        processes to run across multiple platforms and systems using
      Services Oriented         multiple, interoperable frameworks and tools for architecture
      Architecture (SOA)        and modeling.


      Public Interoperability   Guiding Microsoft in its approach to the Interoperability
      Policy                    Principles and related initiatives, and informing Microsoft’s
                                public policy positions for interoperability, intellectual property,
                                privacy, and security.




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White Paper - Interoperability Executive Customer Council


Recently, as cloud computing emerged as an area of significant investment and interest in the industry,
the IEC Council member discussions led to the creation a new work stream on Cloud Computing. Recent
discussions have touched upon:

       Development environment and ecosystem for cloud computing: ability to use various
        languages, tools to design, develop, debug and deploy applications to the cloud infrastructure
       Development of various standards related to cloud computing: virtualization, data access,
        identity management, deployment packages, etc.
       Service calls, data access and portability across various cloud offerings: ability to seamlessly
        access services hosted on other clouds (private to public cloud and public cloud to another
        public cloud), data access and portability over established industry standards
       Privacy, security, and service policies around cloud computing

As this is a nascent area, discussions within the council will help raise the awareness of emerging
standards and practices and help establish requirements from enterprise customers that must be met
by the IT vendors and industry in general.

The remainder of this white paper focuses on the activities and progress of each of the IEC Council’s
interoperability work streams.




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White Paper - Interoperability Executive Customer Council



Progress in IEC Council Interoperability Work Streams
Office Productivity and Collaboration Tools Work Stream
IEC Council members want peace of mind when it comes to Office interoperability—they want to know
that Office plays well with other applications and platforms, and that their data, while currently in an
Office file format, for example, can also be converted to another format and opened with another tool.
They also want portal and unified communications servers to be able to interoperate with various
systems inside and outside the boundaries of the enterprise, for the purposes of collaboration.

In short, customers want to know their investments will be protected and their information and data
won’t be locked into a system that they cannot move out of if and when they decide to.

Major topics in the Office Productivity and Collaboration Tools work stream include:

         Office file formats
         Office programmability and automation
         Portal, document, and content management servers
         Back-end and line-of-business application integration
         Unified communications (UC)

Some of the issues and solutions that the IEC Council has addressed include:

Category            Scenario/Issue                        Solution                                           Solution Type
File Format         Support for new file formats (from    Native ODF support in 2007 Office SP2—ISO          Product feature
                    an Office point of view)              standardization; plug-fest testing tools for
                                                          better interoperability
File Format         Open XML and ODF                      Open source translators; transparency of           Open source
                    interoperability                      implementation decisions; Document Interop         bridge
                                                          Initiative; publication of specs under Open
                                                          Specification Promise (OSP)
Portal              Pluggable and claims-based            Pluggable and claims-based authentication          Product feature;
Authentication      authentication                        support                                            protocol
                                                                                                             documentation
Portals             Ability to share portal UI across     Web Services for Remote Portlets (WSRP)            Open source
                    portals                               toolkit                                            bridge
Portals             Data interoperability between         CMIS support; Business Data Catalog and line-      Standard
                    portals                               of-business interfaces; Duet
Programmability     Open XML support in Java              Apache POI project                                 Open source
                                                                                                             bridge
UC—Presence         XMPP support in Office                XMPP gateway added to OCS for Extensible           Product feature
                    Communication Server (OCS)            Messaging and Presence Protocol support
UC—Presence         Interoperability with IBM             IBM Sametime native interoperability—joint         Product feature;
                    Sametime, Cisco Unified               effort with IBM; Cisco UCM—Cisco                   standard
                    Communications Manager (UCM)          engineering effort, jointly tested, based on SIP



Details of some of these solutions follow.



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Open XML Interoperability: ODF, Office Binary, and HTML
Microsoft and the IEC Council have been collaborating to find ways to increase interoperability between
different document format implementations. Continued collaboration with global industry leaders has
resulted in the development of three open source translator technologies that allow for interoperability
between Open XML and ODF, and translation from Open XML to HTML and from Microsoft Office binary
format to Open XML.

Support for Additional File Formats
Office and other tools need to work collaboratively in the heterogeneous work place. Microsoft is
building features into Office that support these new scenarios. Released in 2009, the 2007 Microsoft
Office SP2 provides support for ODF 1.1, Adobe Portable Document Format (PDF) 1.5, and PDF/A and
XML Paper Specification within Word 2007, Excel® 2007, and PowerPoint® 2007.

Promoting Choice and Expanding Opportunities
Microsoft hosts technical discussions and labs in cities around the world through the Document
Interoperability Initiative, a global program of technical vendor discussions, labs, and solution
enablement programs that are designed to promote user choice among document formats for end users
and expand opportunity for developers, partners, and competitors.

Additional Standards Support in SharePoint
Many companies are adopting SharePoint products and technologies for document management and
workflow and have asked for increased interoperability with other portal solutions. Microsoft has
launched a toolkit for Office SharePoint Server 2007 interoperability using Web Services for Remote
Portlets (WSRP), an OASIS standard, to allow competing portal solutions such as IBM WebSphere and
BEA WebLogic to use content stored in Microsoft SharePoint.

Enterprise Content Management System Interoperability
Some companies use content and document management servers collaboratively within their
organizations. They want to integrate search, UI, metadata, content, personalization, and taxonomy
across multiple portals. Microsoft, EMC, and IBM are working to achieve interoperability between
enterprise content management systems through Content Management Interoperability Services
(CMIS), a jointly developed specification that leverages existing open standards.

IEC Council members have contributed much by bringing Office interoperability issues to the table.
Today Office interoperability is working well. However, there are always more improvements and more
standards to consider, and Microsoft and the council continue to collaborate on these issues. The
interoperability of content management systems is another topic that is of interest to council members,
and much activity is taking place with the council in this area.




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Systems Management Work Stream
One of the most significant challenges that large-scale global enterprises face today is managing their
distributed network environments. These heterogeneous systems often include multiple data centers
running myriad platforms—mainframes, Linux, UNIX, and Windows—with an even wider array of
hardware and software solutions, including Web applications based on Linux, Windows, Apache, IIS,
PHP, ASP.NET, and so on. IT operations staffs want to optimize the management of these enterprise
environments while still providing top-notch service to users based on their service-level agreements.

Major topics in the Systems Management work stream include:

         IT operations management
         Deployment and patching of software
         Virtualization environments

Some of the issues and solutions that the IEC Council has worked on include the following:

 Category         Scenario/Issue                         Solution                                        Solution Type
 Virtualization   Integrated management of virtual       Systems Center Virtual Machine Manager 2008     Product feature
                  machines from a single console         released
 Cross-Platform   Manage across the heterogeneous        Systems Center Operations Manager 2007 R2       Product feature
 Management       environment to lower TCO               in public beta extends the monitoring and
                                                         management capabilities to non-Microsoft
                                                         platforms, including HP UX, Sun Solaris, Red
                                                         Hat Linux, Novell Suse, and IBM AIX; Systems
                                                         Center Operation Manager (SCOM) end-to-end
                                                         management IVA lab
 Operations       Monitoring products from various       Connectors for SCOM 2007 R2—Tivoli, HP,         Product feature;
 Management       vendors to work together               BMC, Universal connector; SCOM—HP IVA           third party
                                                         interop lab
 Virtualization   Multiple platform guest OS hosting     Hyper-V; Microsoft—Novell virtualization labs   Product feature;
                                                                                                         third party



Details of these solutions follow.

Integrated Management of Virtual Machines
Microsoft is currently working with Xen Source to extend the management capabilities of System Center
Virtual Machine Manager for Linux virtual machines running on Windows Server virtualization. This
integration will allow customers to host multiple, heterogeneous operating system images on a single
virtualization environment and manage their virtual environments from a single console. It also will
provide built-in integration from Windows to VMware virtual environments.




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Cross-Platform Management
Council members have expressed the need to automate software deployment, patching, and asset
inventory across their environments so that they can lower their total cost of ownership. In response,
Microsoft announced in April 2008 the availability of Microsoft System Center Operations Manager 2007
Cross Platform Extensions Beta for the management of multivendor virtualization, operating systems,
and applications. These technology innovations are designed to expand virtualization capabilities and
introduce the use of open source technologies and industry standards to broaden the ability to deliver
automated management of heterogeneous IT environments.

Simplifying Operations Management
IEC Council members have also expressed the need for monitoring products from various vendors to
work together to provide a reliable, integrated management experience in their data centers. So
Microsoft developed the Multi-Platform System Management Lab in collaboration with IVA partners.

One of the lab initiatives involved an effort to demonstrate the interoperability of Microsoft Systems
Center with HP OpenView and IBM Tivoli. It came about as a result of IEC Council member Detlef Janezic
with the NATO CIS Services Agency (NCSA), who shared with Microsoft the need for these product lines
to work better together. Based on this input, Microsoft engaged in an initiative to resolve the
challenges, and presented a solution to NATO in March 2009. NCSA’s initial assessment on this particular
solution and its implementation is that it shows great potential. The agency plans to implement and test
the provided solution in its IT environment as soon as possible.

Microsoft also has joined the Open Pegasus Steering Committee and contributed code to the open
source community under an Open Source Initiative (OSI)-approved license.

Managing Virtual Machines from Various Vendors
IEC Council members expressed a desire to host virtual machines from different operating systems and
use multiples virtualization systems (such as Hyper-V, VMware, and so on) while managing them from a
single console. Discussions around virtualization standards, the manageability of different
infrastructures, including cloud-based virtual machines, and portability across systems are ongoing.
Microsoft continues to work with IEC members, organizations like the Distributed Management Task
Force (DTMF), and industry partners to determine the appropriate solutions and the best approach to
standardization.

In summary, systems management is an area in which Microsoft has been able to efficiently and
effectively address council members’ needs through product modifications, new releases, and
collaborative work with other companies.




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Identity Management Work Stream
Identity management impacts companies today in a number of ways. Within the organization,
interoperability of identity management is an issue when employees have trouble gaining authorization
to different applications and systems. And as companies migrate their applications from mainframe and
client-server environments to the Web, authentication and authorization becomes even more complex.

Beyond the walls of the organization, the growth of business-to-business commerce, government
services via the Internet and employee mobility have resulted in companies extending their internal
systems to customers, partners, suppliers, citizens, and mobile employees. Current authorization
solutions in these scenarios are burdensome and sometimes also compromise security policies already
in place.

Major topics within the Identity Management work stream include:

        Identity federation scenarios for providing partners and customers with encrypted access to
         internal resources
        Single sign-on (SSO) techniques
        User-centric approaches to identity management through third-party providers and relying
         parties
        Active Directory and LDAP integration

Microsoft has made significant headway in addressing council members concerns in these areas.

Some of the issues and solutions that the IEC Council has worked on include the following:

Category        Scenario/Issue                           Solution                                            Solution Type
Claims-Based    Identity management, federation,         AD FS 2.0 (formerly known as “Geneva” server)       Product feature
Auth and ID     and SSO for heterogeneous
Federation      environments
Claims-Based    User-centric identity solutions          Information cards standardized by OASIS;            Standard;
Auth and ID                                              publication of Identity Selector Interoperability   protocol
Federation                                               Profile under OSP                                   documentation
Claims-Based    Security assertions—SAML support         SAML Token 2.0 supported in AD FS;                  Product feature
Auth and ID                                              SAML protocol support AD FS 2.0
Federation
User            Provisioning of user accounts across     Microsoft Identity Lifecycle Management and         Third party
Provisioning    multiple systems from different          partner solutions; automation of user
and Access      vendors                                  provisioning and federation; directory
Control                                                  synchronization



Details of some of the solutions follow.




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Cross-Product Federation and Identity Management
Microsoft has developed solutions to enable cross-product federation and management of identities
across a diverse array of directories and heterogeneous systems. For instance, the company
incorporated support for SAML in the new version of AD FS. SAML allows AD FS and other identity
management systems to interoperate with non-Microsoft directories and identity management systems,
thus simplifying the broad federated sharing of digital identities and policies across organizational
boundaries.

Previous versions of Microsoft products supported only WS-Federation and WS-Trust (even though they
accepted SAML tokens). Many non-Microsoft products support the SAML protocol, so integrating SAML
support into Active Directory provides the interoperability necessary for these products to work
together. AD FS recently passed its first SAML 2.0 interoperability test. Microsoft developers are working
with several industry groups to coordinate this support, and they are keeping the IEC Council informed
of their progress on this issue.

Information Cards That Use WS-* Protocols
Microsoft has also made an ongoing investment in interoperability in the identity space by developing
information cards that use WS-* protocols, which help Web developers support the primary mechanism
for representing user identities in the identity metasystem. With information cards that customers
generate themselves or receive from central providers, such as governments and financial institutions,
users can manage and control their digital identities securely. IEC Council members have expressed a
desire to see broad industry support for these technologies and want to be able to use them through
many programming languages and platforms.

Microsoft and others like IBM, CA, Nortel, Novell, U.S. Department of Defense, and VeriSign
collaborated with OASIS, the international open standards consortium, to form a new group that fosters
the use of information cards to universally manage personal digital identities. The OASIS Identity
Metasystem Interoperability Technical Committee works to increase the quality and number of
interoperable implementations of information cards.

The identity management space is complicated by issues that go beyond technical interoperability, such
as policy-related operability, standards interoperability and privacy, to name a few. Improvements have
been made, but interoperability will remain a work in progress for some time, not just for Microsoft, but
for other industry groups, standards bodies, and technology companies as well.




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Developer Tools and Runtime Work Stream
Acquisitions and mergers, as well as offshore and distributed development environments, leave many
companies contending with developers using multiple and not always compatible development tools
and runtimes. In addition, developers within the organization are using different code repositories. For
example, Visual Studio programmers use Visual Studio’s built-in integration with Microsoft’s Team
Foundation Server code repository, and Java developers use a different code repository, leaving
companies vulnerable to lapses in version control.

IEC Council members have expressed a strong desire for programmers to have the freedom to choose
whichever tool they want to write a program, with all tools having the capability to integrate the code,
whether it’s Java, PHP, or C#, into the same code repository in a similar manner. Demand for direct
integration between .NET and other application platforms is also high, as is the desire to run .NET and
Java programs in a single runtime environment.

Major topics within the Developer Tools and Runtime work stream include:

         The ability to use different development tools in a distributed environment
         Robust and high-performance interoperability between .NET and Java/mainframe applications
         Interoperability with open source languages and tools
         Consistent implementations of standard cryptology algorithms

Some of the issues and solutions that the IEC Council has worked on include the following:

 Category      Scenario/Issue                   Solution                                                 Solution Type
 Visual        Work with Subversion server      AnkhSVN—subversion add-in for Visual Studio;             Third party
 Studio IDE    from Visual Studio IDE           TortoiseSVN—subversion client for Windows Explorer
 Visual        Access non-Microsoft databases   MySQL Visual Studio Plug In—access and manipulate        Third party
 Studio IDE    from Visual Studio IDE           MySQL objects from Visual Studio IDE; Oracle Tools for
                                                Visual Studio .NET—PL/SQL debugging and automatic
                                                .NET code generation; IBM Database Add-Ins for Visual
                                                Studio—stored procedure debugging and code
                                                generation
 Team          Work with TFS from Eclipse IDE   Teamprise—access TFS server from Eclipse IDE client      Third party
 Foundation
 Team          Sync TFS data with HP Mercury    TFS Bug Item Synchronizer for Quality Center—            Third party
 Foundation    Quality Center                   synchronize QC defects with TFS work items
 Silverlight   Ubiquitous runtime for Rich      Silverlight on Windows and Mac; publication of           Product feature
               Internet Applications            Extensible Application Markup Language (XAML)
                                                grammar and vocabulary under OSP
 Silverlight   Make Silverlight attractive to   Eclipse tools plugin for Silverlight                     Open source
               non-Windows developers                                                                    bridge
 Runtimes      PHP, Python, Ruby developers     PHP on Windows Azure cloud services, SQL driver for      Open source
               on Windows/.NET                  PHP                                                      bridge



Details of some of the solutions follow.



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Silverlight for Eclipse Developers
Microsoft has provided funding to Soyatec (an IT solutions provider and Eclipse Foundation member) to
develop an Eclipse plug-in that enables Eclipse developers to create Microsoft Silverlight applications:
The Eclipse Tools for Silverlight project is a cross-platform development environment designed to help
developers build Silverlight applications using the Eclipse integrated development environment on
Windows and Mac. The project has been submitted to the Eclipse Foundation and has been released as
an open Eclipse project.

Enhanced Services for Visual Studio Integration
After gathering feedback from customers and industry partners alike, Microsoft has improved its Visual
Studio Integration Partner (VSIP) program by providing easier access to Microsoft Visual Studio
integration technology and expanding its co-marketing program to better serve the needs of tools
software vendors and enterprise customers.

Easing Access to Key Technologies
As part of ongoing efforts around interoperability with products from other vendors, including open
source software, Microsoft has added the technical specifications for XAML—the Extensible Application
Markup Language—under its Open Specification Promise (OSP). The publication of XAML under the OSP
is intended to simplify the building of applications using .NET by increasing transparency and forming an
ecosystem of designers and developers around it.

Development Kits and Toolkits for PHP Developers Released on CodePlex
Microsoft has been providing funding to third parties to build software development kits (SDKs) and
toolkits that enable PHP developers to leverage more easily some of the Microsoft technologies. For
example, the Windows Azure SDK for PHP enables PHP developers to take advantage of Windows Azure,
Microsoft’s cloud services platform. And the Toolkit for PHP with ADO.NET Data Services helps PHP
developers connect their applications to .NET by taking advantage of ADO.NET Data Services, a set of
features recently added to the .NET Framework that provide a simplified way to expose any sort of data
in a RESTful manner. These projects are open source projects available on CodePlex, Microsoft's open
source project hosting web site.




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White Paper - Interoperability Executive Customer Council


BPM and SOA Work Stream
Models allow business people to focus on business processes without having to delve into the
technological plumbing, and IT staffs to concentrate on codifying the business services to reflect designs,
changes, and improvements to those processes. Models are the common point of communications for
business processes, and they document the connection points and the contracts between the processes.
Enterprises use business process modeling, data modeling, and application modeling to build
applications today.

Major topics within the Business Process Modeling (BPM) and Services Oriented Architecture (SOA)
work stream include:

        Facilitating design, development, and management of business processes to run across multiple
         platforms and systems using multiple, interoperable frameworks and tools for architecture and
         modeling, including standards like Business Process Modeling Notation (BPMN), XML Process
         Definition Language (XPDL), Business Process Execution Language (BPEL) and others.
        Support for UML standards in various modeling tools and progress of the standard in OMG
         Standards group.
        Interchange of models across different tools using the XMI (XML Metadata Interchange)
         standard.

By using techniques such as object/relational mapping and data-source mapping, as well as integrated
metadata management, organizations can link and synchronize their models. Interoperability issues
typically arise from the use of different methodologies, tools, schemas, metadata repositories, and the
desire to link and synchronize different models.

For the last decade or so, SOA has been the predominant method for building distributed and
componentized applications, and WS-*/SOAP standards form the underlying platform for SOA. While
the formation of WS-* standards has proven to be a collaborative effort through the Web Services
Interoperability Organization (WS-I) with nearly all major vendors accepting them, the complexity and
effort required to build interoperable solutions across multiple stacks from different vendors has been
problematic.

Some of the issues and solutions that the IEC Council has worked on include the following:




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White Paper - Interoperability Executive Customer Council


 Category   Scenario/Issue                   Solution                                                  Solution Type
 Web        Windows Communication            Web Services interoperability and evidence of industry    Open source
 Services   Foundation Web Service specs     support; Apache Stonehenge project; Web Services          bridge, protocol
            adoption and robust              interoperability plug-fests; whitepapers and best         documentation
            implementation by multiple       practices; publication of WS-* specs under OSP
            vendors
 SOA        .NET—mainframe and other         Host Integration Server 2009; BizTalk Adapter Pack        Product feature
            systems interoperability
 SOA        .NET—Java Message Service and    JNBridge; Spring.NET; MQ Series Channel Adapter for       Third party
            other Java-based technology      .NET from IBM
            interoperability
 Modeling   Support for modeling standards   UML support in Visual Studio; Microsoft joining the OMG   Standard


Details of some of the solutions follow.

Industry Collaboration on Platform Interoperability
Microsoft has become a code contributor to the new Apache Stonehenge project, which is intended to
build a set of example applications for SOA that spans languages and platforms and demonstrates best
practices and interoperability. The Apache Stonehenge project is a collaboration among vendors and
developers seeking to create a set of sample applications that demonstrate seamless interoperability
across multiple underlying platform technologies using currently defined W3C and OASIS standard
protocols.

UML in Visual Studio 2010
Microsoft rejoined the Object Management Group in July 2008 and has been an active member of the
UML 2.3 Revision Task Force, along with IBM and other vendors.

The company is integrating support for UML in its Visual Studio 2010 development tools and the
upcoming Oslo repository ("Oslo" is the code name for a set of future Microsoft modeling technologies).
Visual Studio 2010 will have full UML support for Logical Class diagrams, Component diagrams, Use Case
diagrams, Activity diagrams, and Sequence diagrams, which in effect provide UML tools for modeling
across the software lifecycle. Microsoft also is working to improve the UML standard to enhance the
development of .NET applications, and is committed to open standards and interoperability across UML
tools.

Sharing “M” Language Specification with the Industry
Microsoft has announced plans to publish the specification for its code name “M” language under its
OSP, making it possible for third parties and those involved in open source projects to build
implementations for other runtimes, services, applications, and operating systems. At the
recommendation of the IEC Council, Microsoft will continue to engage with third-party providers to
encourage them to build tools supporting M on various platforms, including non-Windows
environments.




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White Paper - Interoperability Executive Customer Council


Public Interoperability Policy Work Stream
Governments make a range of decisions that affect the level of interoperability experienced by users of
information technology, both within government and in the private sector. These decisions fall into two
primary categories.
First, governments are adopting an increasingly structured approach to architecting their IT systems to
address interoperability issues among government users of IT and to create an effective interface
between government IT systems and the IT systems used by citizens and vendors. How these
architectures (sometimes called interoperability frameworks) are developed and deployed are of critical
interest to both public and private sector CIOs.

Second, government policies in areas such as research and development spending, intellectual property,
and standards development can directly affect innovation in the area of interoperability-related
technologies and their deployment.

The Public Interoperability Policy work stream represents an opportunity for IEC Council members to
raise and discuss issues across these areas. Major topics include:

          Guiding Microsoft in its approach to interoperability principles and related initiatives
          Informing Microsoft’s public policy positions for interoperability, intellectual property,
           privacy, and security

Not only have council members provided Microsoft with valuable feedback regarding the company’s
stance on interoperability, its conduct in the marketplace, and the level of trust they have around the
company’s interoperability strategies, but they also have outlined a series of actions they want
Microsoft to carry out in relation to open source policies, working with standards bodies, and so on.

In response, Microsoft defined interoperability principles for all six of the company’s high volume
products. These principles specify Microsoft’s commitment to interoperability for each product category
and state that the company will document all the Windows Services protocols and the protocols for
Office client applications such as Word, Excel, and PowerPoint, including how they communicate with
SharePoint. Some of the areas that have been impacted by this work stream include:

          Microsoft’s interoperability principles
          Microsoft’s open source and software licensing policy—Microsoft’ CodePlex open source
           project community, Microsoft Public License, Microsoft Community Promise, and OSP
          How Microsoft works with partners and the open source community, including the Eclipse
           Foundation, Apache Foundation, Linux community, Microsoft-Novell Alliance, the
           independent CodePlex Foundation, and IVA
          Microsoft’s participation in various standards bodies, such as Ecma International, ISO-IEC,
           OASIS, W3C, ITU-T, ETSI, and IETF


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White Paper - Interoperability Executive Customer Council



Appendices

Appendix A: Key Microsoft Executives and Leaders Participating in the
IEC Council
Microsoft supports the IEC Council at the highest levels of the company. Below is a list of key Microsoft
executives and leaders who are involved with the IEC Council:

        Bob Muglia, president, Server & Tools Business, and executive sponsor of the council
        Craig Mundie, chief research and strategy officer, and executive sponsor of the council
        Brad Smith, senior vice president, general counsel, and executive sponsor of the council
        Jean Paoli, general manager, Interoperability Strategy
        Ted Maclean, general manager, Customer Advocacy
        Craig Shank, general manager, Interoperability Group
        Kamaljit Bath, principal program manager, Interoperability Strategy—IEC Council technical lead
        Connie Dean, director, Strategic Partnership
        Monty O’Kelley, director of technology, Microsoft-Novell Alliance
        Meghan Raftery, program manager, IEC Council
        Steve Mutkoski, senior standards strategist, Standards Policy Strategy Group


Appendix B: Microsoft Interoperability Principles
As a part of Microsoft’s journey to further increase the openness of its products and drive greater
interoperability, opportunity, and choice, the company announced in February 2008 a broad-reaching
set of changes to its technology and business practices. Specifically, Microsoft has chosen to implement
four interoperability principles and corresponding actions across its high-volume business products. The
principles are:

            Ensuring open connections. Microsoft is ensuring open connections to its high-volume
             products so that software developers, business partners, and competitors can better interact
             with those products and extend existing products or invent new solutions for customers.
            Enhancing support for industry standards. Microsoft will support relevant standards in its
             high-volume products and do so in a way that promotes even greater levels of
             interoperability than before.
            Promoting data portability. Microsoft will design its high-volume products and provide
             documentation to enable customers to access their stored data and use their data in other
             software products.




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White Paper - Interoperability Executive Customer Council


            Fostering more open engagement with the community. Microsoft will build upon its recent
             work to increase its communication with the customer, IT, and open source communities to
             drive a collaborative approach to addressing interoperability and standards challenges.

To foster interoperability in the technology marketplace, Microsoft engineers interoperability into its
products; works with the community of third parties in the marketplace; provides access to its
technology through methods that include the licensing of intellectual property; and supports and
contributes to a broad range of standards.




You can find more information about Microsoft interoperability principles at
http://www.microsoft.com/interop/principles/

Appendix C: Microsoft Community Promise and Open Specification
Promise
Microsoft ensures the freedom to implement certain technologies without concern about Microsoft
intellectual property under terms defined by the Microsoft Community Promise (CP) and Open
Specification Promise (OSP) — irrevocable promises from Microsoft designed to reassure developers
and customers that the listed specifications can be implemented widely, including in open source
development. You can find more information about Microsoft’s Community Promise and Open
Specification Promise:

        www.microsoft.com/interop/cp/default.mspx



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White Paper - Interoperability Executive Customer Council


        www.microsoft.com/interop/osp/default.mspx

The Open Web Foundation (OWF) is an organization that is helping community-driven specifications to
operate in a legally responsible way. Our employees have participated in the OWF since its inception
and we have released several specifications under the Open Web Foundation Agreement (OWFa).
Information regarding the Open Web Foundation is at http://openwebfoundation.org.



Appendix D: Open Source at Microsoft
Microsoft actively participates in open source projects and shares the common industry view that
software users will continue to see a mixed IT environment of open source and proprietary software.

Microsoft’s open source strategy is grounded in the recognition of the value of openness to working
with others – including open source communities – to help customers and partners succeed in today’s
heterogeneous IT environments. This includes increasing opportunities for business partners regardless
of their underlying development model and increasing opportunities for developers to learn and create,
by combining community-oriented open source with traditional commercial approaches to software
development.

Microsoft is engaging with open source communities to enable open source software innovation
through well-documented formats, protocols and APIs, high-quality open source SDKs, and open source
technical bridges to other heterogeneous technologies. Microsoft is also working with communities like
Apache, Eclipse, PHP & Zend, OpenPegasus, and many others by conducting plug fests, contributing
code, and providing funding to related open source projects.

Microsoft is the initiating sponsor of the CodePlex Foundation (www.codeplex.org), an independent
foundation whose mission is to enable the exchange of code and understanding among software
companies and open source communities.

Microsoft is dedicated to making Windows the best platform for running and hosting open source
applications. It is engaged in many activities to enable Windows in this way, including enhancing
performance to optimize open source libraries to run faster on Windows, providing test tools, and so on.

Microsoft and its customers benefit from the innovation provided by open source development
methodologies and licensing, contribution to open source communities, and broader collaboration with
industry partners and competitors.

You can find more information about Microsoft’s open source activities at
http://www.microsoft.com/opensource/ and http://www.interoperabilitybridges.com




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White Paper - Interoperability Executive Customer Council


Appendix E: Interoperability Bridges & Labs Center
Microsoft’s Interoperability Bridges & Labs Center is dedicated to technical collaborative work that
improves interoperability between Microsoft and non-Microsoft technologies. The site includes a live
directory of no-charge, downloadable technical interoperability Bridges & Labs content, including
demos, technical guidance, and related articles. The vast majority of the projects are open source.

The center is run by the Microsoft Interoperability Strategy Group working with the community at large.

Visit the center at http://www.interoperabilitybridges.com/




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White Paper - Interoperability Executive Customer Council


Appendix F: Interoperability Vendor Alliance (IVA)
The Interop Vendor Alliance is an industry group working to identify and share opportunities to better
connect people, data, and diverse systems through better interoperability with Microsoft systems and
to jointly market the interoperability solutions of its members.

The organization serves as a collaborative forum for developing and sharing common technology
models, facilitating scenario-based testing of multivendor solutions, and communicating additional best
practices to customers and partners.

Since its formation in 2006, alliance membership has more than doubled as the IVA has developed
multiple interoperability labs, including System Management, Centralized Directory, Federated Identity,
Content Management, and Open XML.

You can learn more by visiting http://interopvendoralliance.com/.




25
White Paper - Interoperability Executive Customer Council




This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references,
may change without notice. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You
may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes.

Distributed under Creative Commons Attribution-Noncommercial-No Derivative Works 3.0




26

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White Paper | The Interoperability Executive Customer Council: A Collaboration with Microsoft

  • 1. The Interoperability Executive Customer Council: A Collaboration with Microsoft January 2010
  • 2. White Paper - Interoperability Executive Customer Council Table of Contents Executive Summary....................................................................................................................................... 4 About the Interoperability Executive Customer Council .............................................................................. 5 What Is the IEC Council? ........................................................................................................................... 5 Deep Support from Microsoft ................................................................................................................... 5 Playing an Integral Role ............................................................................................................................ 6 Moving Interoperability Forward.............................................................................................................. 6 Areas of Focus: Interoperability Executive Customer Council Work Streams ......................................... 8 Progress in IEC Council Interoperability Work Streams .............................................................................. 10 Office Productivity and Collaboration Tools Work Stream ..................................................................... 10 Open XML Interoperability: ODF, Office Binary, and HTML ............................................................... 11 Support for Additional File Formats.................................................................................................... 11 Promoting Choice and Expanding Opportunities................................................................................ 11 Additional Standards Support in SharePoint ...................................................................................... 11 Enterprise Content Management System Interoperability ................................................................ 11 Systems Management Work Stream ...................................................................................................... 12 Integrated Management of Virtual Machines .................................................................................... 12 Cross-Platform Management .............................................................................................................. 13 Simplifying Operations Management ................................................................................................. 13 Managing Virtual Machines from Various Vendors ............................................................................ 13 Identity Management Work Stream ....................................................................................................... 14 Cross-Product Federation and Identity Management ........................................................................ 15 Information Cards That Use WS-* Protocols ...................................................................................... 15 2
  • 3. White Paper - Interoperability Executive Customer Council Developer Tools and Runtime Work Stream .......................................................................................... 16 Silverlight for Eclipse Developers ........................................................................................................ 17 Enhanced Services for Visual Studio Integration ................................................................................ 17 Easing Access to Key Technologies ..................................................................................................... 17 Development Kits and Toolkits for PHP Developers Released on CodePlex ...................................... 17 BPM and SOA Work Stream .................................................................................................................... 18 Industry Collaboration on Platform Interoperability .......................................................................... 19 UML in Visual Studio 2010 .................................................................................................................. 19 Sharing “M” Language Specification with the Industry ...................................................................... 19 Public Interoperability Policy Work Stream ............................................................................................ 20 Appendices.................................................................................................................................................. 21 Appendix A: Key Microsoft Executives and Leaders Participating in the IEC Council ............................ 21 Appendix B: Microsoft Interoperability Principles ................................................................................. 21 Appendix C: Microsoft Community Promise and Open Specification Promise ..................................... 22 Appendix D: Open Source at Microsoft ................................................................................................. 23 Appendix E: Interoperability Bridges & Labs Center .............................................................................. 24 Appendix F: Interoperability Vendor Alliance (IVA) ............................................................................... 25 3
  • 4. White Paper - Interoperability Executive Customer Council Executive Summary Microsoft established the Interoperability Executive Customer (IEC) Council in June 2006 as a means of regularly interacting with customers to obtain valuable feedback regarding their specific interoperability requirements. The company meets twice a year with the IEC Council to discuss interoperability issues, and then meets throughout the year with technical and business working groups comprising representatives from the member organizations to drill down on interoperability details. Since the launch of the council less than four years ago, IEC Council members have identified approximately 50 key areas for improved interoperability across Microsoft products and those of the software industry at large. At least 70 percent of these issues have been resolved or are on track to be resolved. For those issues that are most complex and difficult, the IEC Council and Microsoft are continuing to work together and with other vendors and organizations to find solutions. In addressing the interoperability issues articulated by the IEC Council, Microsoft has employed or encouraged the development of different types of solution – either by integrating features into Microsoft products, developing open source bridges between products, or using strategies and solutions such as documenting protocol documentation, participating in standards evolution, and collaborating or supporting development of third-party products. And because IEC Council members and Microsoft share the common industry view that software users will continue to see a mixed IT environment of open source and traditional commercial or proprietary software, Microsoft continues to support open source communities with plug-fests, code contributions and or community project funding. The company is actively involved in ensuring Windows® is the best platform for running and hosting open source applications. These IEC Council efforts are directed by executive sponsor, Bob Muglia, president, Microsoft Server & Tools. All the information gathered from the IEC Council process has been categorized into six areas of focus called “work streams”. Work stream efforts are led by executives from numerous Microsoft divisions and product teams who interact and partner with council members’ technical architects and CIOs to identify and develop solutions within these specific areas. These are: Office Productivity and Collaboration Tools Systems Management Identity Management Developer Tools and Runtime Business Process Modeling and Services Oriented Public Interoperability Policy Architecture This white paper details the activities and progress of each of the IEC Council’s interoperability work streams. 4
  • 5. White Paper - Interoperability Executive Customer Council About the Interoperability Executive Customer Council Interoperability of software solutions has become an increasingly important, not only for governments and companies with heterogeneous computing environments, but for the software industry as a whole. The ability to connect people, data, and diverse systems in a seamless way reduces operational costs and complexity, enables best-of-breed deployments, and optimizes return on existing investments. Microsoft is committed to enabling to interoperability to benefit our customers. Microsoft also recognizes the importance of listening to, and learning from, its customers regarding their needs. The company established the Interoperability Executive Customer (IEC) Council in June 2006 as a means of regularly interacting with customers to obtain valuable feedback regarding their specific interoperability requirements. What Is the IEC Council? The IEC Council is a select group of senior executives—chief information officers (CIOs) or the equivalent—who represent the great diversity of Microsoft’s customers today. Members hail from around the world and include businesses from a variety of industries, academic organizations, and government agencies of all sizes. Bob Muglia, IEC Council executive sponsor and president of the Server The council meets twice a year to discuss interoperability with and Tools Business at Microsoft, Microsoft. In addition, representatives within the member discusses how the council is helping to organizations form technical and business working groups that make technologies work better meet with Microsoft throughout the year to drill down discuss together. Watch the video: www.microsoft.com/interop/featured/I interoperability in more depth. Each member also agrees to ECCouncil.aspx name one or more senior software architects to participate in the working group discussions throughout the year. Deep Support from Microsoft Microsoft supports the IEC Council at the highest levels of the company. Bob Muglia, president of Microsoft’s Server and Tools business, serves as the executive sponsor of the council. “Interoperability is a very important issue for Microsoft’s customers, and we want their feedback,” says Muglia. “The IEC Council is dedicated to championing interoperability to ensure that technology supports and fosters their evolving business needs.” Craig Mundie, Microsoft chief research and strategy officer, and Brad Smith, senior vice president, general counsel, also serve as executive sponsors. In addition, technical and business leaders from product teams across the company participate in the council and its workgroup discussions. In addition, a dedicated team manages the day-to-day activities of the council and guides discussions among council members and product teams. 5
  • 6. White Paper - Interoperability Executive Customer Council Playing an Integral Role The IEC Council plays an instrumental role in helping Microsoft deliver software that meets customers’ interoperability needs. Main activities of the IEC Council include:  Raising and accelerating awareness around interoperability Mission Statement scenarios, pain points, and solutions  Providing insight on Microsoft’s interoperability strategies The Interoperability Executive and programs -- including activity regarding the company’s Customer (IEC) Council is products and engagement in standards-setting activities -- dedicated to championing can serve the technical community more effectively interoperability to ensure that  Influencing Microsoft’s interoperability design strategies technology supports and and helping to prioritize critical interoperability scenarios fosters evolving business and solutions through council discussion and feedback needs.  Sharing knowledge and best practices via a forum of members, which results in the formation of a strong solution base for problem solving IEC Council members are also engaged at the senior executive level with other large software providers, so they are in a unique position to encourage these vendors to work with Microsoft to find solutions for the most complex interoperability issues. Moving Interoperability Forward Since the launch of the council less than four years ago, IEC Council members have identified approximately 50 key areas for improved interoperability across Microsoft products and the software industry at large. In addressing the interoperability issues articulated by the IEC Council, Microsoft has employed or encouraged the development of different types of solutions. Approximately one-third of the issues that have been resolved have been addressed by integrating features into Microsoft products. Another third have been addressed by developing open source bridges between products. And the remaining third have been addressed using strategies and solutions such as protocol documentation, standards evolution, and third-party products. And because IEC Council members and Microsoft share the common industry view that software users will continue to see a mixed IT environment of open source and commercial products. Microsoft is engaging with open source communities like Apache, Eclipse, PHP & Zend, OpenPegasus and many others by conducting plug-fests, contributing code, and providing funding to related open source projects. The type, focus and complexity off issues articulated by the council varies significantly along with the types of solution needed to resolve them. For example, the council identified the need for interoperable solutions in the area of authentication, authorization, and access management for 6
  • 7. White Paper - Interoperability Executive Customer Council resources across heterogeneous systems. In response, Microsoft added identity federation capabilities to Active Directory by incorporating support for Security Assertion Markup Language (SAML), an XML- based standard for exchanging authentication and authorization between security domains, to Active Directory Federated Services (AD FS). AD FS enables simplified, secure sharing of digital identities across security boundaries, and includes specifications such as WS-Federation and WS-Trust. In another example, IEC Council members expressed the need to exchange documents with partners or governments that accept only certain file formats, such as Open Document Format (ODF), which contributed to Microsoft’s decision to add support for ODF 1.1 to Microsoft Office Service Pack 2 (SP2). Members also identified the need to support the application modeling standard Unified Modeling Language (UML). In response, Microsoft re-joined the Object Management Group (OMG) in July 2008 and has been an active member of the UML 2.3 Revision Task Force. Microsoft is integrating support for UML in Visual Studio 2010 development tools and the upcoming Oslo repository ("Oslo" is the code name for a set of future Microsoft modeling technologies). A final example, Microsoft learned that IEC Council members use content and document management servers collaboratively within their organizations, and they want to integrate search, UI, metadata, content, personalization, and taxonomy across multiple portals. This feedback encouraged Microsoft to work with other vendors like EMC and IBM to achieve interoperability between enterprise content management systems through Content Management Interoperability Services (CMIS), a jointly developed specification that leverages existing open standards. To ensure that solutions developed in response to IEC Council issues work well with the industry – or when solution require broader industry collaboration, -solutions are tested or implemented by Microsoft and the Interoperability Vendor Alliance (IVA), which works in parallel with Microsoft and provides the company a partner focus for interoperability advancement. For those that are most complex and difficult, the IEC Council and Microsoft are continuing to work together and with other vendors and organizations to find solutions. 7
  • 8. White Paper - Interoperability Executive Customer Council Areas of Focus: Interoperability Executive Customer Council Work Streams All the information gathered from the IEC Council process has been categorized into six areas of focus, or work streams, which are described in the following table: Work Stream Major Topics Office Productivity and Office file formats; Office programmability and automation; Collaboration Tools portal, document, and content management servers; back-end and line-of-business application integration; unified communication; etc. Systems Management IT operations management; deployment and patching of software; virtualization environments; etc. IT operations want to optimize the management of heterogeneous enterprise environments while providing top-notch service to users based on their service-level agreements. Identity Management Identity federation scenarios for providing partners and customers with encrypted access to internal resources; single sign-on (SSO) techniques; user-centric approaches to identity management through third-party providers and relying parties; and Active Directory–Lightweight Directory Access Protocol (LDAP) integration. Developer Tools and Use of different development tools in a distributed environment; Runtime robust and high-performance interoperability between .NET and Java/mainframe applications; interoperability with open source languages and tools; consistent implementations of standard cryptology algorithms; etc. Business Process Facilitating design, development, and management of business Modeling (BPM) and processes to run across multiple platforms and systems using Services Oriented multiple, interoperable frameworks and tools for architecture Architecture (SOA) and modeling. Public Interoperability Guiding Microsoft in its approach to the Interoperability Policy Principles and related initiatives, and informing Microsoft’s public policy positions for interoperability, intellectual property, privacy, and security. 8
  • 9. White Paper - Interoperability Executive Customer Council Recently, as cloud computing emerged as an area of significant investment and interest in the industry, the IEC Council member discussions led to the creation a new work stream on Cloud Computing. Recent discussions have touched upon:  Development environment and ecosystem for cloud computing: ability to use various languages, tools to design, develop, debug and deploy applications to the cloud infrastructure  Development of various standards related to cloud computing: virtualization, data access, identity management, deployment packages, etc.  Service calls, data access and portability across various cloud offerings: ability to seamlessly access services hosted on other clouds (private to public cloud and public cloud to another public cloud), data access and portability over established industry standards  Privacy, security, and service policies around cloud computing As this is a nascent area, discussions within the council will help raise the awareness of emerging standards and practices and help establish requirements from enterprise customers that must be met by the IT vendors and industry in general. The remainder of this white paper focuses on the activities and progress of each of the IEC Council’s interoperability work streams. 9
  • 10. White Paper - Interoperability Executive Customer Council Progress in IEC Council Interoperability Work Streams Office Productivity and Collaboration Tools Work Stream IEC Council members want peace of mind when it comes to Office interoperability—they want to know that Office plays well with other applications and platforms, and that their data, while currently in an Office file format, for example, can also be converted to another format and opened with another tool. They also want portal and unified communications servers to be able to interoperate with various systems inside and outside the boundaries of the enterprise, for the purposes of collaboration. In short, customers want to know their investments will be protected and their information and data won’t be locked into a system that they cannot move out of if and when they decide to. Major topics in the Office Productivity and Collaboration Tools work stream include:  Office file formats  Office programmability and automation  Portal, document, and content management servers  Back-end and line-of-business application integration  Unified communications (UC) Some of the issues and solutions that the IEC Council has addressed include: Category Scenario/Issue Solution Solution Type File Format Support for new file formats (from Native ODF support in 2007 Office SP2—ISO Product feature an Office point of view) standardization; plug-fest testing tools for better interoperability File Format Open XML and ODF Open source translators; transparency of Open source interoperability implementation decisions; Document Interop bridge Initiative; publication of specs under Open Specification Promise (OSP) Portal Pluggable and claims-based Pluggable and claims-based authentication Product feature; Authentication authentication support protocol documentation Portals Ability to share portal UI across Web Services for Remote Portlets (WSRP) Open source portals toolkit bridge Portals Data interoperability between CMIS support; Business Data Catalog and line- Standard portals of-business interfaces; Duet Programmability Open XML support in Java Apache POI project Open source bridge UC—Presence XMPP support in Office XMPP gateway added to OCS for Extensible Product feature Communication Server (OCS) Messaging and Presence Protocol support UC—Presence Interoperability with IBM IBM Sametime native interoperability—joint Product feature; Sametime, Cisco Unified effort with IBM; Cisco UCM—Cisco standard Communications Manager (UCM) engineering effort, jointly tested, based on SIP Details of some of these solutions follow. 10
  • 11. White Paper - Interoperability Executive Customer Council Open XML Interoperability: ODF, Office Binary, and HTML Microsoft and the IEC Council have been collaborating to find ways to increase interoperability between different document format implementations. Continued collaboration with global industry leaders has resulted in the development of three open source translator technologies that allow for interoperability between Open XML and ODF, and translation from Open XML to HTML and from Microsoft Office binary format to Open XML. Support for Additional File Formats Office and other tools need to work collaboratively in the heterogeneous work place. Microsoft is building features into Office that support these new scenarios. Released in 2009, the 2007 Microsoft Office SP2 provides support for ODF 1.1, Adobe Portable Document Format (PDF) 1.5, and PDF/A and XML Paper Specification within Word 2007, Excel® 2007, and PowerPoint® 2007. Promoting Choice and Expanding Opportunities Microsoft hosts technical discussions and labs in cities around the world through the Document Interoperability Initiative, a global program of technical vendor discussions, labs, and solution enablement programs that are designed to promote user choice among document formats for end users and expand opportunity for developers, partners, and competitors. Additional Standards Support in SharePoint Many companies are adopting SharePoint products and technologies for document management and workflow and have asked for increased interoperability with other portal solutions. Microsoft has launched a toolkit for Office SharePoint Server 2007 interoperability using Web Services for Remote Portlets (WSRP), an OASIS standard, to allow competing portal solutions such as IBM WebSphere and BEA WebLogic to use content stored in Microsoft SharePoint. Enterprise Content Management System Interoperability Some companies use content and document management servers collaboratively within their organizations. They want to integrate search, UI, metadata, content, personalization, and taxonomy across multiple portals. Microsoft, EMC, and IBM are working to achieve interoperability between enterprise content management systems through Content Management Interoperability Services (CMIS), a jointly developed specification that leverages existing open standards. IEC Council members have contributed much by bringing Office interoperability issues to the table. Today Office interoperability is working well. However, there are always more improvements and more standards to consider, and Microsoft and the council continue to collaborate on these issues. The interoperability of content management systems is another topic that is of interest to council members, and much activity is taking place with the council in this area. 11
  • 12. White Paper - Interoperability Executive Customer Council Systems Management Work Stream One of the most significant challenges that large-scale global enterprises face today is managing their distributed network environments. These heterogeneous systems often include multiple data centers running myriad platforms—mainframes, Linux, UNIX, and Windows—with an even wider array of hardware and software solutions, including Web applications based on Linux, Windows, Apache, IIS, PHP, ASP.NET, and so on. IT operations staffs want to optimize the management of these enterprise environments while still providing top-notch service to users based on their service-level agreements. Major topics in the Systems Management work stream include:  IT operations management  Deployment and patching of software  Virtualization environments Some of the issues and solutions that the IEC Council has worked on include the following: Category Scenario/Issue Solution Solution Type Virtualization Integrated management of virtual Systems Center Virtual Machine Manager 2008 Product feature machines from a single console released Cross-Platform Manage across the heterogeneous Systems Center Operations Manager 2007 R2 Product feature Management environment to lower TCO in public beta extends the monitoring and management capabilities to non-Microsoft platforms, including HP UX, Sun Solaris, Red Hat Linux, Novell Suse, and IBM AIX; Systems Center Operation Manager (SCOM) end-to-end management IVA lab Operations Monitoring products from various Connectors for SCOM 2007 R2—Tivoli, HP, Product feature; Management vendors to work together BMC, Universal connector; SCOM—HP IVA third party interop lab Virtualization Multiple platform guest OS hosting Hyper-V; Microsoft—Novell virtualization labs Product feature; third party Details of these solutions follow. Integrated Management of Virtual Machines Microsoft is currently working with Xen Source to extend the management capabilities of System Center Virtual Machine Manager for Linux virtual machines running on Windows Server virtualization. This integration will allow customers to host multiple, heterogeneous operating system images on a single virtualization environment and manage their virtual environments from a single console. It also will provide built-in integration from Windows to VMware virtual environments. 12
  • 13. White Paper - Interoperability Executive Customer Council Cross-Platform Management Council members have expressed the need to automate software deployment, patching, and asset inventory across their environments so that they can lower their total cost of ownership. In response, Microsoft announced in April 2008 the availability of Microsoft System Center Operations Manager 2007 Cross Platform Extensions Beta for the management of multivendor virtualization, operating systems, and applications. These technology innovations are designed to expand virtualization capabilities and introduce the use of open source technologies and industry standards to broaden the ability to deliver automated management of heterogeneous IT environments. Simplifying Operations Management IEC Council members have also expressed the need for monitoring products from various vendors to work together to provide a reliable, integrated management experience in their data centers. So Microsoft developed the Multi-Platform System Management Lab in collaboration with IVA partners. One of the lab initiatives involved an effort to demonstrate the interoperability of Microsoft Systems Center with HP OpenView and IBM Tivoli. It came about as a result of IEC Council member Detlef Janezic with the NATO CIS Services Agency (NCSA), who shared with Microsoft the need for these product lines to work better together. Based on this input, Microsoft engaged in an initiative to resolve the challenges, and presented a solution to NATO in March 2009. NCSA’s initial assessment on this particular solution and its implementation is that it shows great potential. The agency plans to implement and test the provided solution in its IT environment as soon as possible. Microsoft also has joined the Open Pegasus Steering Committee and contributed code to the open source community under an Open Source Initiative (OSI)-approved license. Managing Virtual Machines from Various Vendors IEC Council members expressed a desire to host virtual machines from different operating systems and use multiples virtualization systems (such as Hyper-V, VMware, and so on) while managing them from a single console. Discussions around virtualization standards, the manageability of different infrastructures, including cloud-based virtual machines, and portability across systems are ongoing. Microsoft continues to work with IEC members, organizations like the Distributed Management Task Force (DTMF), and industry partners to determine the appropriate solutions and the best approach to standardization. In summary, systems management is an area in which Microsoft has been able to efficiently and effectively address council members’ needs through product modifications, new releases, and collaborative work with other companies. 13
  • 14. White Paper - Interoperability Executive Customer Council Identity Management Work Stream Identity management impacts companies today in a number of ways. Within the organization, interoperability of identity management is an issue when employees have trouble gaining authorization to different applications and systems. And as companies migrate their applications from mainframe and client-server environments to the Web, authentication and authorization becomes even more complex. Beyond the walls of the organization, the growth of business-to-business commerce, government services via the Internet and employee mobility have resulted in companies extending their internal systems to customers, partners, suppliers, citizens, and mobile employees. Current authorization solutions in these scenarios are burdensome and sometimes also compromise security policies already in place. Major topics within the Identity Management work stream include:  Identity federation scenarios for providing partners and customers with encrypted access to internal resources  Single sign-on (SSO) techniques  User-centric approaches to identity management through third-party providers and relying parties  Active Directory and LDAP integration Microsoft has made significant headway in addressing council members concerns in these areas. Some of the issues and solutions that the IEC Council has worked on include the following: Category Scenario/Issue Solution Solution Type Claims-Based Identity management, federation, AD FS 2.0 (formerly known as “Geneva” server) Product feature Auth and ID and SSO for heterogeneous Federation environments Claims-Based User-centric identity solutions Information cards standardized by OASIS; Standard; Auth and ID publication of Identity Selector Interoperability protocol Federation Profile under OSP documentation Claims-Based Security assertions—SAML support SAML Token 2.0 supported in AD FS; Product feature Auth and ID SAML protocol support AD FS 2.0 Federation User Provisioning of user accounts across Microsoft Identity Lifecycle Management and Third party Provisioning multiple systems from different partner solutions; automation of user and Access vendors provisioning and federation; directory Control synchronization Details of some of the solutions follow. 14
  • 15. White Paper - Interoperability Executive Customer Council Cross-Product Federation and Identity Management Microsoft has developed solutions to enable cross-product federation and management of identities across a diverse array of directories and heterogeneous systems. For instance, the company incorporated support for SAML in the new version of AD FS. SAML allows AD FS and other identity management systems to interoperate with non-Microsoft directories and identity management systems, thus simplifying the broad federated sharing of digital identities and policies across organizational boundaries. Previous versions of Microsoft products supported only WS-Federation and WS-Trust (even though they accepted SAML tokens). Many non-Microsoft products support the SAML protocol, so integrating SAML support into Active Directory provides the interoperability necessary for these products to work together. AD FS recently passed its first SAML 2.0 interoperability test. Microsoft developers are working with several industry groups to coordinate this support, and they are keeping the IEC Council informed of their progress on this issue. Information Cards That Use WS-* Protocols Microsoft has also made an ongoing investment in interoperability in the identity space by developing information cards that use WS-* protocols, which help Web developers support the primary mechanism for representing user identities in the identity metasystem. With information cards that customers generate themselves or receive from central providers, such as governments and financial institutions, users can manage and control their digital identities securely. IEC Council members have expressed a desire to see broad industry support for these technologies and want to be able to use them through many programming languages and platforms. Microsoft and others like IBM, CA, Nortel, Novell, U.S. Department of Defense, and VeriSign collaborated with OASIS, the international open standards consortium, to form a new group that fosters the use of information cards to universally manage personal digital identities. The OASIS Identity Metasystem Interoperability Technical Committee works to increase the quality and number of interoperable implementations of information cards. The identity management space is complicated by issues that go beyond technical interoperability, such as policy-related operability, standards interoperability and privacy, to name a few. Improvements have been made, but interoperability will remain a work in progress for some time, not just for Microsoft, but for other industry groups, standards bodies, and technology companies as well. 15
  • 16. White Paper - Interoperability Executive Customer Council Developer Tools and Runtime Work Stream Acquisitions and mergers, as well as offshore and distributed development environments, leave many companies contending with developers using multiple and not always compatible development tools and runtimes. In addition, developers within the organization are using different code repositories. For example, Visual Studio programmers use Visual Studio’s built-in integration with Microsoft’s Team Foundation Server code repository, and Java developers use a different code repository, leaving companies vulnerable to lapses in version control. IEC Council members have expressed a strong desire for programmers to have the freedom to choose whichever tool they want to write a program, with all tools having the capability to integrate the code, whether it’s Java, PHP, or C#, into the same code repository in a similar manner. Demand for direct integration between .NET and other application platforms is also high, as is the desire to run .NET and Java programs in a single runtime environment. Major topics within the Developer Tools and Runtime work stream include:  The ability to use different development tools in a distributed environment  Robust and high-performance interoperability between .NET and Java/mainframe applications  Interoperability with open source languages and tools  Consistent implementations of standard cryptology algorithms Some of the issues and solutions that the IEC Council has worked on include the following: Category Scenario/Issue Solution Solution Type Visual Work with Subversion server AnkhSVN—subversion add-in for Visual Studio; Third party Studio IDE from Visual Studio IDE TortoiseSVN—subversion client for Windows Explorer Visual Access non-Microsoft databases MySQL Visual Studio Plug In—access and manipulate Third party Studio IDE from Visual Studio IDE MySQL objects from Visual Studio IDE; Oracle Tools for Visual Studio .NET—PL/SQL debugging and automatic .NET code generation; IBM Database Add-Ins for Visual Studio—stored procedure debugging and code generation Team Work with TFS from Eclipse IDE Teamprise—access TFS server from Eclipse IDE client Third party Foundation Team Sync TFS data with HP Mercury TFS Bug Item Synchronizer for Quality Center— Third party Foundation Quality Center synchronize QC defects with TFS work items Silverlight Ubiquitous runtime for Rich Silverlight on Windows and Mac; publication of Product feature Internet Applications Extensible Application Markup Language (XAML) grammar and vocabulary under OSP Silverlight Make Silverlight attractive to Eclipse tools plugin for Silverlight Open source non-Windows developers bridge Runtimes PHP, Python, Ruby developers PHP on Windows Azure cloud services, SQL driver for Open source on Windows/.NET PHP bridge Details of some of the solutions follow. 16
  • 17. White Paper - Interoperability Executive Customer Council Silverlight for Eclipse Developers Microsoft has provided funding to Soyatec (an IT solutions provider and Eclipse Foundation member) to develop an Eclipse plug-in that enables Eclipse developers to create Microsoft Silverlight applications: The Eclipse Tools for Silverlight project is a cross-platform development environment designed to help developers build Silverlight applications using the Eclipse integrated development environment on Windows and Mac. The project has been submitted to the Eclipse Foundation and has been released as an open Eclipse project. Enhanced Services for Visual Studio Integration After gathering feedback from customers and industry partners alike, Microsoft has improved its Visual Studio Integration Partner (VSIP) program by providing easier access to Microsoft Visual Studio integration technology and expanding its co-marketing program to better serve the needs of tools software vendors and enterprise customers. Easing Access to Key Technologies As part of ongoing efforts around interoperability with products from other vendors, including open source software, Microsoft has added the technical specifications for XAML—the Extensible Application Markup Language—under its Open Specification Promise (OSP). The publication of XAML under the OSP is intended to simplify the building of applications using .NET by increasing transparency and forming an ecosystem of designers and developers around it. Development Kits and Toolkits for PHP Developers Released on CodePlex Microsoft has been providing funding to third parties to build software development kits (SDKs) and toolkits that enable PHP developers to leverage more easily some of the Microsoft technologies. For example, the Windows Azure SDK for PHP enables PHP developers to take advantage of Windows Azure, Microsoft’s cloud services platform. And the Toolkit for PHP with ADO.NET Data Services helps PHP developers connect their applications to .NET by taking advantage of ADO.NET Data Services, a set of features recently added to the .NET Framework that provide a simplified way to expose any sort of data in a RESTful manner. These projects are open source projects available on CodePlex, Microsoft's open source project hosting web site. 17
  • 18. White Paper - Interoperability Executive Customer Council BPM and SOA Work Stream Models allow business people to focus on business processes without having to delve into the technological plumbing, and IT staffs to concentrate on codifying the business services to reflect designs, changes, and improvements to those processes. Models are the common point of communications for business processes, and they document the connection points and the contracts between the processes. Enterprises use business process modeling, data modeling, and application modeling to build applications today. Major topics within the Business Process Modeling (BPM) and Services Oriented Architecture (SOA) work stream include:  Facilitating design, development, and management of business processes to run across multiple platforms and systems using multiple, interoperable frameworks and tools for architecture and modeling, including standards like Business Process Modeling Notation (BPMN), XML Process Definition Language (XPDL), Business Process Execution Language (BPEL) and others.  Support for UML standards in various modeling tools and progress of the standard in OMG Standards group.  Interchange of models across different tools using the XMI (XML Metadata Interchange) standard. By using techniques such as object/relational mapping and data-source mapping, as well as integrated metadata management, organizations can link and synchronize their models. Interoperability issues typically arise from the use of different methodologies, tools, schemas, metadata repositories, and the desire to link and synchronize different models. For the last decade or so, SOA has been the predominant method for building distributed and componentized applications, and WS-*/SOAP standards form the underlying platform for SOA. While the formation of WS-* standards has proven to be a collaborative effort through the Web Services Interoperability Organization (WS-I) with nearly all major vendors accepting them, the complexity and effort required to build interoperable solutions across multiple stacks from different vendors has been problematic. Some of the issues and solutions that the IEC Council has worked on include the following: 18
  • 19. White Paper - Interoperability Executive Customer Council Category Scenario/Issue Solution Solution Type Web Windows Communication Web Services interoperability and evidence of industry Open source Services Foundation Web Service specs support; Apache Stonehenge project; Web Services bridge, protocol adoption and robust interoperability plug-fests; whitepapers and best documentation implementation by multiple practices; publication of WS-* specs under OSP vendors SOA .NET—mainframe and other Host Integration Server 2009; BizTalk Adapter Pack Product feature systems interoperability SOA .NET—Java Message Service and JNBridge; Spring.NET; MQ Series Channel Adapter for Third party other Java-based technology .NET from IBM interoperability Modeling Support for modeling standards UML support in Visual Studio; Microsoft joining the OMG Standard Details of some of the solutions follow. Industry Collaboration on Platform Interoperability Microsoft has become a code contributor to the new Apache Stonehenge project, which is intended to build a set of example applications for SOA that spans languages and platforms and demonstrates best practices and interoperability. The Apache Stonehenge project is a collaboration among vendors and developers seeking to create a set of sample applications that demonstrate seamless interoperability across multiple underlying platform technologies using currently defined W3C and OASIS standard protocols. UML in Visual Studio 2010 Microsoft rejoined the Object Management Group in July 2008 and has been an active member of the UML 2.3 Revision Task Force, along with IBM and other vendors. The company is integrating support for UML in its Visual Studio 2010 development tools and the upcoming Oslo repository ("Oslo" is the code name for a set of future Microsoft modeling technologies). Visual Studio 2010 will have full UML support for Logical Class diagrams, Component diagrams, Use Case diagrams, Activity diagrams, and Sequence diagrams, which in effect provide UML tools for modeling across the software lifecycle. Microsoft also is working to improve the UML standard to enhance the development of .NET applications, and is committed to open standards and interoperability across UML tools. Sharing “M” Language Specification with the Industry Microsoft has announced plans to publish the specification for its code name “M” language under its OSP, making it possible for third parties and those involved in open source projects to build implementations for other runtimes, services, applications, and operating systems. At the recommendation of the IEC Council, Microsoft will continue to engage with third-party providers to encourage them to build tools supporting M on various platforms, including non-Windows environments. 19
  • 20. White Paper - Interoperability Executive Customer Council Public Interoperability Policy Work Stream Governments make a range of decisions that affect the level of interoperability experienced by users of information technology, both within government and in the private sector. These decisions fall into two primary categories. First, governments are adopting an increasingly structured approach to architecting their IT systems to address interoperability issues among government users of IT and to create an effective interface between government IT systems and the IT systems used by citizens and vendors. How these architectures (sometimes called interoperability frameworks) are developed and deployed are of critical interest to both public and private sector CIOs. Second, government policies in areas such as research and development spending, intellectual property, and standards development can directly affect innovation in the area of interoperability-related technologies and their deployment. The Public Interoperability Policy work stream represents an opportunity for IEC Council members to raise and discuss issues across these areas. Major topics include:  Guiding Microsoft in its approach to interoperability principles and related initiatives  Informing Microsoft’s public policy positions for interoperability, intellectual property, privacy, and security Not only have council members provided Microsoft with valuable feedback regarding the company’s stance on interoperability, its conduct in the marketplace, and the level of trust they have around the company’s interoperability strategies, but they also have outlined a series of actions they want Microsoft to carry out in relation to open source policies, working with standards bodies, and so on. In response, Microsoft defined interoperability principles for all six of the company’s high volume products. These principles specify Microsoft’s commitment to interoperability for each product category and state that the company will document all the Windows Services protocols and the protocols for Office client applications such as Word, Excel, and PowerPoint, including how they communicate with SharePoint. Some of the areas that have been impacted by this work stream include:  Microsoft’s interoperability principles  Microsoft’s open source and software licensing policy—Microsoft’ CodePlex open source project community, Microsoft Public License, Microsoft Community Promise, and OSP  How Microsoft works with partners and the open source community, including the Eclipse Foundation, Apache Foundation, Linux community, Microsoft-Novell Alliance, the independent CodePlex Foundation, and IVA  Microsoft’s participation in various standards bodies, such as Ecma International, ISO-IEC, OASIS, W3C, ITU-T, ETSI, and IETF 20
  • 21. White Paper - Interoperability Executive Customer Council Appendices Appendix A: Key Microsoft Executives and Leaders Participating in the IEC Council Microsoft supports the IEC Council at the highest levels of the company. Below is a list of key Microsoft executives and leaders who are involved with the IEC Council:  Bob Muglia, president, Server & Tools Business, and executive sponsor of the council  Craig Mundie, chief research and strategy officer, and executive sponsor of the council  Brad Smith, senior vice president, general counsel, and executive sponsor of the council  Jean Paoli, general manager, Interoperability Strategy  Ted Maclean, general manager, Customer Advocacy  Craig Shank, general manager, Interoperability Group  Kamaljit Bath, principal program manager, Interoperability Strategy—IEC Council technical lead  Connie Dean, director, Strategic Partnership  Monty O’Kelley, director of technology, Microsoft-Novell Alliance  Meghan Raftery, program manager, IEC Council  Steve Mutkoski, senior standards strategist, Standards Policy Strategy Group Appendix B: Microsoft Interoperability Principles As a part of Microsoft’s journey to further increase the openness of its products and drive greater interoperability, opportunity, and choice, the company announced in February 2008 a broad-reaching set of changes to its technology and business practices. Specifically, Microsoft has chosen to implement four interoperability principles and corresponding actions across its high-volume business products. The principles are:  Ensuring open connections. Microsoft is ensuring open connections to its high-volume products so that software developers, business partners, and competitors can better interact with those products and extend existing products or invent new solutions for customers.  Enhancing support for industry standards. Microsoft will support relevant standards in its high-volume products and do so in a way that promotes even greater levels of interoperability than before.  Promoting data portability. Microsoft will design its high-volume products and provide documentation to enable customers to access their stored data and use their data in other software products. 21
  • 22. White Paper - Interoperability Executive Customer Council  Fostering more open engagement with the community. Microsoft will build upon its recent work to increase its communication with the customer, IT, and open source communities to drive a collaborative approach to addressing interoperability and standards challenges. To foster interoperability in the technology marketplace, Microsoft engineers interoperability into its products; works with the community of third parties in the marketplace; provides access to its technology through methods that include the licensing of intellectual property; and supports and contributes to a broad range of standards. You can find more information about Microsoft interoperability principles at http://www.microsoft.com/interop/principles/ Appendix C: Microsoft Community Promise and Open Specification Promise Microsoft ensures the freedom to implement certain technologies without concern about Microsoft intellectual property under terms defined by the Microsoft Community Promise (CP) and Open Specification Promise (OSP) — irrevocable promises from Microsoft designed to reassure developers and customers that the listed specifications can be implemented widely, including in open source development. You can find more information about Microsoft’s Community Promise and Open Specification Promise:  www.microsoft.com/interop/cp/default.mspx 22
  • 23. White Paper - Interoperability Executive Customer Council  www.microsoft.com/interop/osp/default.mspx The Open Web Foundation (OWF) is an organization that is helping community-driven specifications to operate in a legally responsible way. Our employees have participated in the OWF since its inception and we have released several specifications under the Open Web Foundation Agreement (OWFa). Information regarding the Open Web Foundation is at http://openwebfoundation.org. Appendix D: Open Source at Microsoft Microsoft actively participates in open source projects and shares the common industry view that software users will continue to see a mixed IT environment of open source and proprietary software. Microsoft’s open source strategy is grounded in the recognition of the value of openness to working with others – including open source communities – to help customers and partners succeed in today’s heterogeneous IT environments. This includes increasing opportunities for business partners regardless of their underlying development model and increasing opportunities for developers to learn and create, by combining community-oriented open source with traditional commercial approaches to software development. Microsoft is engaging with open source communities to enable open source software innovation through well-documented formats, protocols and APIs, high-quality open source SDKs, and open source technical bridges to other heterogeneous technologies. Microsoft is also working with communities like Apache, Eclipse, PHP & Zend, OpenPegasus, and many others by conducting plug fests, contributing code, and providing funding to related open source projects. Microsoft is the initiating sponsor of the CodePlex Foundation (www.codeplex.org), an independent foundation whose mission is to enable the exchange of code and understanding among software companies and open source communities. Microsoft is dedicated to making Windows the best platform for running and hosting open source applications. It is engaged in many activities to enable Windows in this way, including enhancing performance to optimize open source libraries to run faster on Windows, providing test tools, and so on. Microsoft and its customers benefit from the innovation provided by open source development methodologies and licensing, contribution to open source communities, and broader collaboration with industry partners and competitors. You can find more information about Microsoft’s open source activities at http://www.microsoft.com/opensource/ and http://www.interoperabilitybridges.com 23
  • 24. White Paper - Interoperability Executive Customer Council Appendix E: Interoperability Bridges & Labs Center Microsoft’s Interoperability Bridges & Labs Center is dedicated to technical collaborative work that improves interoperability between Microsoft and non-Microsoft technologies. The site includes a live directory of no-charge, downloadable technical interoperability Bridges & Labs content, including demos, technical guidance, and related articles. The vast majority of the projects are open source. The center is run by the Microsoft Interoperability Strategy Group working with the community at large. Visit the center at http://www.interoperabilitybridges.com/ 24
  • 25. White Paper - Interoperability Executive Customer Council Appendix F: Interoperability Vendor Alliance (IVA) The Interop Vendor Alliance is an industry group working to identify and share opportunities to better connect people, data, and diverse systems through better interoperability with Microsoft systems and to jointly market the interoperability solutions of its members. The organization serves as a collaborative forum for developing and sharing common technology models, facilitating scenario-based testing of multivendor solutions, and communicating additional best practices to customers and partners. Since its formation in 2006, alliance membership has more than doubled as the IVA has developed multiple interoperability labs, including System Management, Centralized Directory, Federated Identity, Content Management, and Open XML. You can learn more by visiting http://interopvendoralliance.com/. 25
  • 26. White Paper - Interoperability Executive Customer Council This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes. Distributed under Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 26