pi training july 2015
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Information Technology Solution Engineering/Engineering Process Maturity
Product IntegrationIRM 2.120.3
July 2015
Darren Toyer
Patrick McQuinn
Product Integration | Solution Engineering2
Agenda
• Training Objective• Purpose• Process Overview• Procedure-level details• Contact Information
Product Integration | Solution Engineering3
Training Objective
• To increase understanding of the Product Integration (PI) process and its procedures
Product Integration | ITS4
Agenda
• Training Objective• Purpose• Process Overview• Procedure-level details• Contact Information
4 Product Integration | Solution Engineering
Product Integration | Solution Engineering5
Purpose
• The purpose of the Product Integration process is to assemble the product from the Product components, ensure that the Product, as integrated, behaves properly (i.e., possesses the required functionality and quality attributes), and deliver the Product.
Product Integration | Solution Engineering6
Agenda
• Training Objective• Purpose• Process Overview• Procedure-level details• Contact Information
Product Integration | Solution Engineering7
When PI Is Not Done Well…
• Sub-products do not operate together• Increased integration test time• The integration environment can be inadequate to
support the integration activities• Products can be released without component
integration fully tested
Product Integration | Solution Engineering8
PI relationship to other processes – 1
• The PI Process is a mandatory process within the CMMI Engineering Category (IRM 2.120.3)
• The Engineering process areas cover the development and maintenance activities that are shared across engineering disciplines
• Engineering processes are both recursive and iterative
• Recursive – Solves a problem by breaking up a task into smaller and smaller pieces until it can be completed; combine the results. e.g. Looping algorithms
• Iterative – repeating until a task is completed e.g. a loop counter reaches a limit
Product Integration | Solution Engineering9
PI relationship to other processes – 2
The Product Integration process relies on:• Requirements Management
• Identifying Interface requirements• Derived requirements resulting from the selected components
• Technical Solution• Government Equipment List (GEL)• Design Specification Report (DSR)• Interface Control Document (ICD)• Define the interfaces and the integration environment • Decision Analysis and Resolution procedure• Make and document significant decisions • Select the Integration sequence and environment
Product Integration | Solution Engineering10
The Product Integration process relies on:• Software Testing, Standards, and Procedures
• Verification Process specific practices • Validation process specific practices • Component and Product Validation
• Configuration/Change Management• Use of Configuration Items• Managing changes
• IT Security management• Establish Security criteria• Establish procedures to evaluate Security
PI relationship to other processes – 3
Product Integration | Solution Engineering11
The Product Integration process relies on:• Project Planning
• Provides information about establishing and maintaining plans that define project activities.
• IT Operations Management• Site preparation• Product Installation• Confirms correct operation of installed system
PI relationship to other processes – 4
Product Integration | Solution Engineering12
PI Process Flow Diagram
Product Integration | Solution Engineering13
Enterprise Life Cycle• The execution of the Product Integration engineering
process normally occurs through a project’s passage through the ELC
• The next few slides detail what is expected in each ELC Phase to complete PI
PI Relationship to the ELC
Product Integration | Solution Engineering14
Prepare for Product Integration
Vision & Strategy/Enterprise Architecture Phase (Milestone 0)• How do we plan to integrate what we are designing/building into
the existing production environment?
• SP 1.1 Establish an Integration Strategy
• SP 1.2 Establish the PI environment(s)
• Develop Solution Concept
Project Initiation (Milestone 1)• Initial analysis, identification, & assessment of the existing product
and product components to be integrated & existing sequence for integration
• SP 1.3 Establish PI Procedures & Criteria
• Develop Engineering Plan
Product Integration | Solution Engineering15
Prepare for Product Integration (cont.)
Domain Architecture Phase (Milestone 2)• Refine Integration Strategy in the Engineering Plan. How do we
integrate what we are designing/building into the existing production environment? (Solution Concept)
• SP 1.1 Update and maintain the Integration Strategy• SP 1.2 Update and maintain the PI environment(s)• SP 1.3 Update and maintain the PI procedures & criteria• Update Engineering Plan
Preliminary Design Phases (Milestones 3 & 4A)• SP 1.1 Update and maintain the Integration Strategy• SP 1.2 Update and maintain the PI environment(s)• SP 1.3 Update and maintain the PI procedures & criteria• Update Engineering Plan
Product Integration | Solution Engineering16
Ensure Interface Compatibility
Preliminary & Detailed Design Phases (Milestones 3 & 4A)• Comprehensive examinations & review of internal & external
interfaces for completeness • External Interfaces are defined to the physical level• Review interfaces with stakeholder organizations• Interfaces should be managed throughout the project lifecycle
• SP 2.1 Review Interface Description for Completeness
• SP 2.2 Manage Interfaces
• Develop and Update DSR & ICD
Product Integration | Solution Engineering17
Assemble the Product Components & Deliver the Product
Milestone 4b: System Development Phase• Generate final reports, prep integrated product solution for delivery to
the deployment site• Deploy at the production site• Integration Testing & Evaluation• Ensure the product components are delivered to PI environment,
check & confirm components meet description• SP 3.1 Confirm Readiness of Product Components for Integration• SP 3.2 Assemble Product Components• SP 3.3 Evaluate Assembled Product Components• Develop the System Deployment Plan• Develop the Test Plan• Develop Delivery Documentation (VDDs and Transmittals)• Develop Physical Configuration Audit• Develop End-of-Test Completion Report
Product Integration | Solution Engineering18
Planned Maintenance Projects
Maintenance Projects Entering ELC at Milestone Phase 3 • If the project requires acquisition of HW to accomplish the
project’s objectives, adherence to the GEL and PI processes is required
• Formal evaluations are required for adding new technologies, new tools, or new products into the IRS IT environments
• Functional Equivalents may be utilized • Requires an Integration Strategy or sequence
Maintenance Projects Entering ELC at Milestone Phase 4A • Functional Equivalents may be utilized
• Requires an Integration Strategy or sequence
• No formal evaluations are required
PI Tailoring
• The Product Integration process step 1 may be tailored for projects with modest integration need. These projects may document an integration sequence with rationale instead of developing and documenting a full Integration Strategy. All other PI steps may not be tailored.
• All tailoring requests should be submitted in writing to Solution Engineering via the Solution Engineering Front Door.
Product Integration | Solution Engineering19
Product Integration | Solution Engineering20
PI’s Specific Goals
SG3
Assemble Product Components and Deliver The Solution
Verified product components are assembled, and the integrated, verified, and validated product is delivered.
SG2Ensure Interface Compatibility
The product component interfaces, both internal and external, are compatible.
SG1
Prepare For Product Integration
Preparation for product integration is conducted.
.
Product Integration | Solution Engineering21
PI Specific Practices – SG 1 & 2
SG 2Ensure Interface Compatibility
SP 2.1 Review Interface Descriptions for Completeness.
SP 2.2 Manage Interfaces.
SG 1
Prepare for Product IntegrationSP 1.1 Establish an integration strategy.SP 1.2 Establish the Product Integration Environment.SP 1.3 Establish Product Integration Procedures
and Criteria.
.
Product Integration | Solution Engineering22
PI Specific Practices – SG 3
SG 3
Assemble Product Components and Deliver The Product
SP 3.1 Confirm Readiness of Product Components for Integration.
SP 3.2 Assemble Product Components.SP 3.3 Evaluate Assembled Product Components.SP 3.4 Package and Deliver the Product or
Product Component.
Product Integration | Solution Engineering23
PI Roles & Responsibilities 1/2
Role Description Definition of ResponsibilityLead Integrator Responsible for:
• Planning and executing the integration of product components into a Product
Component Designer Responsible for:• Integration of Product components into larger Product
components or into the final Product• Management of component and sub-component
interfaces both internal and external• Design of components and sub-components• Developing all required design documentation
Stakeholder Responsible for:• Ensuring the needs and concerns are considered• These are the specific people or groups who have a
stake, or an interest, in the outcome of the project • The stakeholders may be different for each step or
activity.
Product Integration | Solution Engineering24
PI Roles & Responsibilities 2/2
Role Description Definition of ResponsibilityDeveloper Responsible for:
• Creating and /or modifying code• Performing own unit testing on the created code and notifying
their lead integrator when unit testing is completed• Documenting code• Ensuring that all development work products are completed
Operations Personnel Responsible for: • Site preparation• Product Installation• Confirms correct operation of installed system
Tester Responsible for:• Defined verification tests against requirements
Security Responsible for:• Security Requirements• Security Criteria• Security Procedures
Product Integration | Solution Engineering25
Agenda
• Training Objective• Purpose• Process Overview• Procedure-level details• Contact Information
Product Integration | Solution Engineering26
PI Process Steps
1. Prepare for Product Integration2. Review Interface Descriptions for Completeness3. Manage Interfaces4. Confirm Readiness of Product Components for Integration5. Assemble Product Components6. Evaluate Assembled Product Components7. Package and Deliver the Product or Product Component
Product Integration | Solution Engineering27
PI Step 1Prepare for Product Integration
Roles: Lead Integrator, Component Designer, Stakeholder
Activities: Identify the Product components to be integrated. Identify the verifications to be performed during the integration of the Product
components. This identification includes verifications to be performed on interfaces.
Identify alternative Product component integration strategies. Developing an Integration Strategy can involve specifying and evaluating several alternative integration strategies or sequences.
Select the best Integration Strategy. Periodically review the product Integration Strategy and revise as needed. Record the rationale for decisions made and deferred.
Outputs: Product Integration Strategy Waivers
Product Integration | Solution Engineering28
PI Step 1Prepare for Product Integration
Lead
Inte
grat
orC
ompo
nent
Des
igne
rTe
ster
Prepare for Product Integration
Start
Step 1:Identify System
Components to be Integrated
Step 4:Select the best
Integration Strategy
Step 5:Periodically review the
solution integration strategy & revise as needed
Step 3:Identify Alternative system
component integration strategies
Step 2:Identify the
verifications to be performed during the
integration
Step 6:Record the rationale for
decisions made and deferred
Step 7:Identify
requirements for the PI environment
Step 8:Identify verification
procedures & criteria for the PI
environment
Step 9:Decide whether to make or buy the needed Product
Integration Environment
Step 10:Develop an Integration
environment (if necessary)
Step 11:Maintain the PI
environment throughout the
project
Step 12:Dispose of portions of environment no longer
useful
Step 13:Establish and Maintain PI procedures for the system
components
Step 14:Establish & Maintain criteria for system component integration &
evaluation
Step 15:Establish & Maintain criteria for validation
& delivery of integration solution
Step 16:Establish & Maintain criteria for
the security of system components in the integration
environment
Step 17:Establish & Maintain procedures
for evaluation of the security components in the integration
environment
Sec
urity
Go to:Review Interface Descriptions for Completeness
Make, Buy, or Re-use for the
needed PI environment
Perform TS GEL Procedure
Buy
Make, Re-use
+
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ICD
DSR
GEL
Project Planning
Requirements Engineering
IT Security Management
Requirements Engineering
Project Planning
Product Integration | Solution Engineering29
PI Step 2Review Interface Descriptions for Completeness
Roles: Component Designer, Developer, Stakeholder
Activities: Review interface data for completeness and ensure
complete coverage of all interfaces Ensure that Product components and interfaces are marked
to ensure easy and correct connection to the joining Product component
Periodically review the adequacy of interface descriptions
Outputs: Categories of interfaces List of interfaces per category Mapping of the interfaces to the Product components and
the Product Integration environment
Product Integration | Solution Engineering30
PI Step2Review Interface Descriptions for Completeness
Com
pone
nt D
esig
ner
Review Interface Descriptions for Completeness
Step 3:Periodically review
the adequacy of interface
descriptions.
Step 2:Ensure that system
components and interfaces are marked to ensure easy and correct connection to the joining
system component.
Step 1:Review interface data for completeness and
ensure complete coverage of all
interfaces.
Go to:Manage Interfaces
ICD
Requirements Engineering
ICD
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OS:CTO:ES:SE:EPMJanuary 31, 2013
Product Integration | Solution Engineering31
PI Step 3Manage Interfaces
Roles: Lead Integrator, Component Designer, Stakeholder
Activities: Identify the interfaces and the requirements that need to be managed Establish the organizational structure for the management of the interfaces Ensure the compatibility of the interfaces throughout the life of the Product Resolve conflict, noncompliance, and change issues Maintain a repository for interface data accessible to project participants
Outputs: Table of relationships among the Product components and the external environment List of agreed-to interfaces defined for each pair of Product components, when
applicable Reports from the interface control working group meetings or equivalent Action items for updating interfaces Application program interface (API) Updated interface description or agreement (ELC Documents: DSR and ICD)
Product Integration | Solution Engineering32
PI Step3Manage Interfaces
Lead
Inte
grat
orC
ompo
nent
Des
igne
r
Manage Interfaces
Step 3:Ensure the compatibility
of the interfaces throughout the life of
the solution.
Step 2:Establish the
organizational structure for the management of
the interfaces.
Step 1:Identify the interfaces and requirements that need to be managed.
Step 5:Maintain a repository
for interface data accessible to project
participants.
Step 4:Resolve conflict,
noncompliance, and change issues.
Go to:Confirm Readiness of System Components
for Integration
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Configuration & Change
Management
Product Integration | Solution Engineering33
PI Step 4Confirm Readiness of Product Components for Integration
Roles: Component Designer, Developer, Stakeholder
Activities: Ensure that each received Product component meets its description Check the configuration status against the expected configuration Perform a pre-check (e.g., by a visual inspection, using basic
measures) of all the physical interfaces before connecting Product components together
Check security configurations of the Product components and the integration environment
Outputs: Readiness is verified
Product Integration | Solution Engineering34
PI Step 4Confirm Readiness of Product Components for Integration
Com
pone
nt D
esig
ner
Confirm Readiness of System Components for Integration
Secu
rity
Step 3:Perform a pre-check of
all the physical interfaces before
connecting system components together.
Step 2:Check the configuration
status against the expected configuration.
Step 1:Ensure that each received system
component meets its description.
Step 4:Check security
configurations of the system components.
Go to:Assemble System
Components
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IT Security Management
DSRDSR
Product Integration | Solution Engineering35
PI Step 5Assemble Product Components
Roles: Component Designer, Developer
Activities: Ensure the readiness of the Product Integration
environment Conduct integration in accordance with the Product
Integration strategy, procedures, and criteria Revise the Product Integration strategy, procedures,
and criteria as appropriate
Outputs: Assembled Product or Product components
Product Integration | Solution Engineering36
PI Step 5Assemble Product Components
Lead
Inte
grat
orC
ompo
nent
Des
igne
rAssemble System Components
Step 3:Revise the Product Integration strategy,
procedures, and criteria as appropriate.
Step 2:Conduct integration in accordance with the Product Integration
strategy, procedures, and criteria.
Step 1:Ensure readiness of
the product integration
environment.
Go to:Evaluate Assembled System Components
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Product Integration | Solution Engineering37
PI Step 6Evaluate Assembled Product Components
Roles: Lead Integrator, Component Designer, Developer, Stakeholder
Activities: Conduct the evaluation of assembled
Product components following the Product Integration test plans
Record the evaluation results
Outputs: Exception reports Interface evaluation reports Product Integration summary reports
Product Integration | Solution Engineering38
PI Step 6Evaluate Assembled Product Components
Test
er
Evaluate Assembled System Components
Step 1:Conduct the evaluation of
assembled system components following the Product Integration test
plans.
Step 2:Record the
evaluation results.
Go to:Package and Deliver the System
and System ComponentsReview Interface Descriptions for
Completeness
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DSR
Software Testing Standards
& Procedures
Product Integration | Solution Engineering39
PI Step 7Package & Deliver the Product or Product Components
Roles: Lead Integrator, Component Designer, Stakeholder, Operations Personnel
Activities: Package and deliver the Product Prepare the operational site for product installation Install the Product at the operational site and confirm correct operation Deliver the Product and related documentation and confirm receipt
Outputs: Packaged Product or Product components Delivery documentation
Transmittals Version Description Documents (VDDs)
Product Integration | Solution Engineering40
PI Step 7Package & Deliver the Product or Product Components
Lead
Inte
grat
or
Package and Deliver the System and System Components
Ope
ratio
ns P
erso
nnel
Step 2:Prepare the
operational site for installation of the
solution.
Step 1:Package and deliver
the solution in accordance with
Section 3.2 of the System Deployment
Plan.
Step 3:Deliver the solution
and related documentation and
confirm receipt.
Step 4:Install the solution at the operational site and confirm correct
operation.
End
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DSR
IT Operations Management
Product Integration | ITS41
Agenda
• Introduction• Engineering Plan• Process Overview• Procedure-level details• Contact Information
41 Product Integration | Solution Engineering
Product Integration | Solution Engineering42
Contact forProduct Integration Process
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