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COTS Based Approach to Implementing Enterprise GIS
Brian Cross and Greg PleissEsri Professional Services
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Topics
1. Overview of the COTS approach (Brian)
2. ArcGIS 10 in COTS Implementations (Greg)
3. System Development using COTS (Brian)
4. Summary (Brian)
5. Questions / Discussion
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Introducing the COTS Approach
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What is the COTS Approach?
• Maximizing commercial off the shelf software in a GIS system
• System meets business goals by leveraging COTS- Configures and extends COTS- Avoids developing software
• Immediate capability… continually improving via COTS release cycles
• Users engaged early and often to iteratively improve system
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Approaches to Building an Enterprise GIS
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Comparing Approaches
COTS System follows standard system development lifecycles, but activities are different than traditional developmental systems
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A Different Way of Thinking
• Challenges common procurement models- Requirements focused on business goals vice detailed
feature functions- Select COTS that best meets business goals and
implement “with the grain” for best results- Schedule linked to COTS release cycles
• Asks users to consider new business processes- New workflows based on COTS strengths (usually better)
- People resist change- Organizations resist change
• Avoid temptation to overly customize- Best intentions of many people often push systems
towards customization
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ArcGIS System Concept
CloudServices
CloudServices
EnterpriseServices
EnterpriseServices
LocalLocal
•• MappingMapping•• AnalysisAnalysis•• CollaborationCollaboration•• EditingEditing•• CompilationCompilation
Rich ClientRich Client
MobileMobile
ArcGISArcGIS
Web BrowserWeb Browser ArcGISArcGISUsing & ManagingUsing & ManagingMap & GeographicMap & GeographicInformationInformation
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Enterprise GIS System Pattern @ ArcGIS 10
Authoritative Content
ProducersBasemaps
& ArcGIS.com
Map & DataProducts
Services (Maps, Analysis)
Field Edits &Partner Input
Configurable & shared • workflows • production tools• business rules
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COTS Technology Elements for Enterprise GIS
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DataMaintenance
DataMaintenance DisseminationDisseminationGeodata ManagementGeodata Management
A COTS approach for Enterprise GIS
Production ManagementProduction Management
ProductionGeodatabase
PublicationGeodatabase
Web Services Web Services
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Geodatabase Design
• Emphasize end-user capabilities- Define detailed information products- Build to deliver
• Embrace federated compilation and maintenance- Be realistic, prioritize compilation capabilities- Leverage data content provided by the enterprise- Integrate content at the service level, not RDBMS
• Design for COTS usability- Leverage geodatabase concepts (FCs, subtypes, etc)- Balance tradeoffs for maintenance and dissemination
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Geodata Management
Geodatabase VersionsGeodatabase Versions
Connected ReplicasConnected Replicas
Disconnected ReplicasDisconnected Replicas
Check Out ReplicasCheck Out Replicas
ProductionGeodatabaseProduction
GeodatabasePublication
GeodatabasePublication
Geodatabase
One-WayReplica
•Read-Write Access•Tuned for Editing•Authoritative Content
•Read-Only Access•Tuned for Services•Approved Content
•Ideal for outsourcing work•XML-based transfer•Two-way exchange
•File-based GDB•Inhouse or Outsourced•One-time exchange
•Workgroups•Two-way exchange
•Direct editing•Basis for replication
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Data Maintenance
• Model new and existing processes- Integrate GIS and non-GIS- Standardize and streamline- Continually evolve workflows
• Configure a common rule-base- Feature templates- Map templates- Quality Control rules
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Data Maintenance
ESRI Production MappingESRI Production Mapping
QA\QCRules
QA\QCRules
FeatureTemplates
FeatureTemplates
MetadataRules
MetadataRules
MapTemplates
MapTemplates
ArcGIS Workflow ManagerArcGIS Workflow Manager
WorkflowsWorkflows ApplicationIntegrationApplicationIntegration
TaskAssistantManager
TaskAssistantManager
GIS Professionals
ArcGIS Server Workflow ManagerArcGIS Server Workflow Manager
ArcGIS MobileArcGIS MobileArcGIS Web APIsArcGIS Web APIs
ManagementServices
ManagementServices
ExecutionServices
ExecutionServices
TaskingServicesTaskingServices
MappingServicesMappingServices
Non-GISUsers
FieldUsers
Production
Silverlight
Silverlight
JavaScriptJava
ScriptFlexFlex AndroidAndroidWindowsWindowsiOSiOS
ArcGIS Desktop ArcGIS Server
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Content Dissemination
• Deliver diverse information products- Visualization- Analysis- Geodata
• Enable search & discovery- Standards-based (OGC)- ArcGIS.com
• Support internal and external users- Web services (connected)- Traditional media (disconnected)
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ConnectedConnected
Publication
ArcGIS Server & GeoPortal ExtensionArcGIS Server & GeoPortal Extension
Search &DiscoverySearch &Discovery
GeoprocessingServices
GeoprocessingServices
OGCServices
OGCServices
MapServices
MapServices
GeodataServicesGeodataServices
ArcGIS Server Web APIsArcGIS Server Web APIsJavaScript
APIJavaScript
APISilverlight
APISilverlight
APIFlexAPIFlexAPI
ManyUsers
ManyApplications
Content Dissemination
DisconnectedDisconnected
DistributedPublication
Node
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Production Management
• Provide transparency- Task and manage production- Provide status and reporting
• Utilize role-based functionality- Targeted user experience- Keep it simple
• Extend the reach of GIS workflows- Simple, web-based access- Enable non-GIS users
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Production Management
Production
ArcGIS Server Web APIsArcGIS Server Web APIsJavaScript
APIJavaScript
APISilverlight
APISilverlight
APIFlexAPIFlexAPI
Managers &Executives
ArcGIS ServerArcGIS Server
MappingServicesMappingServices
ArcGIS Server Workflow ManagerArcGIS Server Workflow Manager
ReportingServicesReportingServices
ManagementServices
ManagementServices
TaskingServicesTaskingServices
ExecutionServicesExecutionServices
Web Applications
ArcGIS.comArcGIS.com
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Data Maintenance Data Maintenance
Dissemination(Connected/Disconnected)
Dissemination(Connected/Disconnected)
A Complete System for Enterprise GIS
Production ManagementProduction Management
Geodata ManagementGeodata Management
Reporting
Execution
Tasking
Management
Non-GIS Users
GIS Users
Web Apps
Field Users
GenerateProducts
Visualize
Analyze
Search &Discover
AccessData
ManyUsers
ManyApps
MultipleOptions
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A Process for a COTS Based Approach
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COTS Impacts to System Development Process
PlanningPlanning REQREQ DesignDesign DEVDEV TestTest ImplementImplement
PlanningPlanning REQREQ DesignDesign TestTest ImplementImplement
Accelerated Delivery
Traditional Approach
COTS Approach
Configuration Users Exercise System
Users Exercise System
Demos for Users
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Planning
• Focus on business objectives and goals• What are you trying to accomplish?
- Improving productivity
- Increasing revenue
- Reducing cost
- Supporting regulatory requirements
• All system requirements and technical decisions should consider business goals
2
Remember you are trying to solve a business problem not engineer a new software module
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Planning
• Plan project using multiple phases/iterations• Plan for heavy user interaction and validation of
capabilities• Allows for integrating new COTS releases• Provides an opportunity for intermittent training
2
Phases or iterations should focus on completing a use case or scenario
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2
•• Implement base COTS Implement base COTS releaserelease
•• Data Model Data Model –– first first release release
•• Workflows Workflows -- initial initial configurationconfiguration
•• Usage Patterns Usage Patterns –– IdentifyIdentify
•• User Roles User Roles –– DefineDefine•• Architecture Architecture -- establish establish
initial infrastructureinitial infrastructure
Phase 1:Out of Box Phase 2:
Refine Phase 3:Finalize•• Implement incremental Implement incremental
COTS ReleaseCOTS Release•• Data Model Data Model –– modify modify
based on inputbased on input•• Workflows Workflows –– elaborate elaborate
and create newand create new•• Usage Patterns Usage Patterns -- refinerefine•• Architecture Architecture -- Integrate Integrate
with other systemswith other systems
•• Implement Final Implement Final COTS Deployment COTS Deployment ReleaseRelease
•• Data Model Data Model -- finalizefinalize•• Workflows Workflows -- finalize finalize
workflowsworkflows•• Architecture Architecture –– plan for plan for
system implementationsystem implementation•• Training Training –– develop develop
planplan
COTS Based Phased Planning
Continuous Learning & Improvement
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Requirements
• Focus on the “what” NOT the “how”• Embrace the change – do not modify COTS
technology to support an inefficient process• Keep it simple
2
UsersCOTS Demos
Traditional COTS
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Design
• Short focused interactive design sessions• Heavy use of prototyping and lab environment• End users along with COTS experts
- Defining user roles- Defining workflows- Identifying efficiencies- Understanding end user access
• Consider future COTS releases
2
Design should emphasize delivering immediate capabilities
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COTS Design/Configuration Process
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Develop
• Based on user input and feedback• Targeted to configuration not customization• 90% configuration 10% (or less) development
3
Users
Roles & Usage
Configuration Team
COTS Products
Data Model Workflows
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Test
• Frequent user validation• Multiple user groups to verify usage patterns• Prioritize user feedback – leverage phases• Use validation as training opportunity
3
Real time feedback to Configuration Team
Use/Exercises FeedbackTraining Refine
UsersConfiguration
Team
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Implementation
• Understand you are changing process not just technology
• Leverage COTS training• Data flow patterns• IT Specifications• Security considerations • Administration
- Who? What? Skills?
• Don’t forget about the data!
3
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COTS Based Phased Implementation
Pilot
Deployment Phase 1
Deployment Phase 2
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Summary
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Benefits of a COTS Approach
• Minimized cost to implement• Shorter schedule – immediate exercising by users• Reduced risk (technology proven by user-base)• Lowered maintenance costs• Evolves with future COTS functionality• Wider range of qualified people to use and maintain
system
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Summary
• COTS configuration is a more efficient way to approach system development
• The COTS Approach redefines system development process, with focus on mission instead of building software
• ArcGIS 10 provides a platform for configuration and rapid development – making the COTS Approach viable for many systems
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Questions?
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Thank you!
More Info:- COTS Approach ArcNews article (Winter 2011)
- http://www.esri.com/news/arcnews/winter1011articles/the- cots-approach.html
- COTS Approach white paper (Jan 2011)- http://www.esri.com/library/whitepapers/pdfs/cots-based-
approach-enterprise.pdf
Contact us:- Brian Cross, [email protected] Greg Pleiss, [email protected]