lecture #8 (f8) 16 march 2006 - universitetet i oslo...1 based on material developed in athena...
TRANSCRIPT
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Based on material developed in ATHENA (IST-507849), INTEROP (IST-508011) and MODELWARE (IST-511731)
Lecture #8 (F8)16 March 2006
COMET and Enterprise/BusinessModeling
Arne-Jørgen Berre, SINTEF ICT [email protected]
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 2
Structure
• COMET methodology• COMET support in RSM 6.0• Enterprise architecture• Enterprise modeling• POP* metamodels• Zachman Framework• Enterprise Unified Process• COMET Business modeling
2
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 3
COMET methodologyCOMponent-based development METhodology
SINTEF/UiO, 2002-2006
.. evolving into MODIA, including support for interoperable SOA-based systems
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 4
COMET
• Full methodology• Service- and component-oriented for
distributed information systems• UML-based• Model-driven• Architecture-centric (reference architecture)• Handbook• Medium-sized methodology
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 5
COMET• Model-based
– models expressed in the Unified Modelling Language (UML 1.x, 2.0)
• Architecture– the fundamental organisation of a system (...) [IEEE 1471]
• description Framework– principles and guidelines
• for technical InfoStructures– technical information systems and information infrastructure
=> A framework for how to describe the architecture of a technical InfoStructure in terms of UML models, more specifically– a Business Model;– a Requirements Model;– a Component Model; and– a Platform Model
Architectural Description of theArchitecture of the technical IS.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 6
PlatformModel
Component implementationmodel
Bus
ines
s D
omai
nSy
stem
Dom
ain
Model world Real world
Concepts& Artifacts
Processes
Actors
Business (Context)Model Goal Model
ComponentModel
Visionfor change
Context statement
Risk analysis
Business Process & RoleModel -> WARM
Business Resource Model
Deployment
User ServiceTierUser ResourceService Tier LS
Legacy
BusinessServiceTier
ResourceServiceTier
Presentation Tier
UserDialog Tier Com
ponent Infrastructure &W
orkflow Engine (M
icroworkflow )
UserServiceD
omain
Business Service
Dom
ain
UserInterfaceTier
RARA
LA
Workflow Service Domain
Component structure
Interface and interaction specification
Busines domain to system domainmapping
•Work element analysis•Use case refinement and BCE
Work Element Analysis Model
Use case model
RequirementsModel
Use case Scenario Model
PrototypeSystem Boundary
*BCE Model
COMET
4
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 7
COMET background
RUP
CatalysisOOram
COMBINE
OBOE Daim
Magma
Commercial projects• Telenor• EDB Telesciences• WesternGeco• ...
Select Perspective
OpenProcess
Methodologyframeworks
Experience
COMETKOBRA
ACE-GIS
ATHENA
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 8
COMET software development
Problem domain
Model
Solution domain ?
Process
Model the problem domain – and then map to solution domain!
Teamwork-based• Communication & feedback-based learningVisibility• SW is “invisible”, want to make it visible• Models, prototype & iteration
Creativity ?
Control ?
Notation• Common syntax• Reduce impedance mismatch between problem domain & solution domainService- and component-oriented• Interface specification
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 9
COMET roles & responsibilities
Problem to be solved
User
Manager
Developer
1. Understand & model2. Map the problem domain
model to the solutiondomain
1. Influence systemfunctionality
2. Test quality
1. Manage risk- Right product- Right technique- Right cost & time
2. Efficient use of people
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 10
COMET process
• Iterative– split the development into many iterations.
Each iteration produces a usable system, which is experimented with and reworked and improved in the next iteration
– Keep on until an acceptable system emerges • Incremental
– Incremental process models split the system into components and then implement and integrate component by component
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 11
ResourceServiceTier
BusinessServiceTier
UserServiceTier
UserInterfaceTier
LS
RARA
LA
Concepts & Artifacts
Processes
Actors Bus
ines
sdo
mai
n
“Real world”Model world
Web Servicesmodel
Web Servicesimplementationmodel
Web Services profilemodel
Businessmodel
Domain model
Riskanalysis
Product vision& product desc.
Requirementsmodel
boundarySystemboundarymodel
Use caseScenario model
OtherrequirementsPrototype
BCE model
Service-Oriented Architecturemodel
Componentstructure model
Serviceinteractionmodel
Serviceinterfacemodel.
Tech
nica
l dom
ain
COMET model architecture
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 12
Phases - organisation along time
Iterations:
Requirements Model
Architecture Model
Platform specific Model
Elaboration Specification&ConstructionInception Transition
iter .#1
iter#2
iter#n
iter#n+1
iter#n+2
preliminaryiteration(s)
iter#m
iter#m+1
Business Model
Models
Supporting activitiesProject managementWork productmanagement
Review milestones:
Ince
ptio
n R
evie
w
Prod
uct L
aunc
h
Tech
nica
l Aud
it
Dem
onst
rato
rIte
ratio
n La
unch
Dem
o / D
eliv
ery
Bet
a Te
st L
aunc
h
Acc
ept M
eetin
g
Dem
onst
rato
rIte
ratio
n La
unch
Prot
otyp
eIte
ratio
n La
unch
Test
COMET process architecture
7
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 13
Process phase goals and rationale
• Inception– Reduce Business risk!– Question?
• Is there a business potential for this idea?– Describe what and why
• Elaboration– Reduce technical risk!– Question?
• Is there a viable technical solution with a reasonable price and time delivery?– Describe how
• Specification & Construction– Develop the right system!– Question?
• Does the system satisfy the requirements?– Risk driven development - Iterative & Incremental
• Transition– Smoothly deploy a robust system
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 14
Baseline methodology
System BoundaryModel
System BoundarySystem BoundaryModelModel
Use case scenarioModel
Use case scenarioUse case scenarioModelModel
MonitoringSeismic Acquisiti on
•Sales &
•Plann ing•Reportin g &
•Monitoring
•Vessel Op eratio n
•Exec. •Op. Mgr
•Vessel Sched ule
•W ork Order
•Prod. stat ist ics
•Do wnt im e stat.
•NCR
• Support
• Engineering
ContextstatementContextContext
statementstatement
BusinessResource
model
BusinessBusinessResourceResource
modelmodel
Businessprocessmodel
BusinessBusinessprocessprocessmodelmodel
: SecretariatApplication
: ClubRegister: Registrator
registerClub
clubExists
registerClub
Iterative&
Incremental
IterativeIterative&&
IncrementalIncremental
Applications
BusinesscomponentsGeneralcomponentsOSHW Component
ImplementationComponentComponent
ImplementationImplementation
Business Model (What and why)
Requirements Model(What)
Platform Model (Implementation)Problem domain
Solution domain
Non-functionalrequirements
Non-functionalNon-functionalrequirementsrequirements
PrototypesPrototypesPrototypesArnorer en kul typeDette er etforsøk påå fylle dennekommentenmed text
Platform profile model
Platform profile Platform profile modelmodel
ObtainClubI nfoand de live r tor egister ingProcessor
Registr ator Secr etar ia t applic ation ClubRe gist er
Chec k if Club exists
Club re gist ration I nf or ma tion
AskClubRegisterto chec kif Club a lr eady ex ists
ExistingClubI nfo
Ask to edit and conf ir m existingClubI nfoExistingClubInf o
Edit and a c cept e xistingclubInfoAsk to r egi ster Cl ub
Add Club
[Club Exist s]
[Club do not Exists]
Workflowanalysis
refinementmodel
WorkflowWorkflowanalysisanalysis
refinementrefinementmodelmodel
Component Model (How)
Componentstructure model
ComponentComponentstructure modelstructure model
Interface/information model
Interface/information Interface/information model model
Componentinteraction
model
ComponentComponentinteractioninteraction
modelmodel
: SecretariatApplication: ClubRegister: Registrator
registerClub
clubExists
registerClub
ObtainClubI nfoand de live r tore gisteringProc ess or
Re gistrator Secr etar iat applic ationClubRe gist er
Chec k if Club exists
Club r egist ration I nf or ma tion
AskClubRegisterto c hec kif Club a lr e ady ex ists
ExistingClubI nfo
Ask to ed it a nd confirm e xistingClubInf oExistingClubI nfo
Edit and a cc ept e xistingclubI nf o Ask to re gister Cl ub Add Club
[Club Exist s]
[Club do not Exists]
BuiltUpAreaService
Cluster Circumscribe
BUA
BUATestClient
Basic_WFS
AggregationServiceBuildingService
System BoundaryModel
System BoundarySystem BoundaryModelModel
Use case scenarioModel
Use case scenarioUse case scenarioModelModel
MonitoringSeismic Acquisiti on
•Sales &
•Plann ing•Reportin g &
•Monitoring
•Vessel Op eratio n
•Exec. •Op. Mgr
•Vessel Sched ule
•W ork Order
•Prod. stat ist ics
•Do wnt im e stat.
•NCR
• Support
• Engineering
MonitoringSeismic Acquisiti on
•Sales &
•Plann ing•Reportin g &
•Monitoring
•Vessel Op eratio n
•Exec. •Op. Mgr
•Vessel Sched ule
•W ork Order
•Prod. stat ist ics
•Do wnt im e stat.
•NCR
• Support
• Engineering
ContextstatementContextContext
statementstatement
BusinessResource
model
BusinessBusinessResourceResource
modelmodel
Businessprocessmodel
BusinessBusinessprocessprocessmodelmodel
: SecretariatApplication
: ClubRegister: Registrator
registerClub
clubExists
registerClub
Iterative&
Incremental
IterativeIterative&&
IncrementalIncremental
Applications
BusinesscomponentsGeneralcomponentsOSHW
Applications
BusinesscomponentsGeneralcomponentsOSHW Component
ImplementationComponentComponent
ImplementationImplementation
Business Model (What and why)
Requirements Model(What)
Platform Model (Implementation)Problem domain
Solution domain
Non-functionalrequirements
Non-functionalNon-functionalrequirementsrequirements
PrototypesPrototypesPrototypesArnorer en kul typeDette er etforsøk påå fylle dennekommentenmed text
Arnorer en kul typeDette er etforsøk påå fylle dennekommentenmed text
Platform profile model
Platform profile Platform profile modelmodel
ObtainClubI nfoand de live r tor egister ingProcessor
Registr ator Secr etar ia t applic ation ClubRe gist er
Chec k if Club exists
Club re gist ration I nf or ma tion
AskClubRegisterto chec kif Club a lr eady ex ists
ExistingClubI nfo
Ask to edit and conf ir m existingClubI nfoExistingClubInf o
Edit and a c cept e xistingclubInfoAsk to r egi ster Cl ub
Add Club
[Club Exist s]
[Club do not Exists][Club do not Exists]
Workflowanalysis
refinementmodel
WorkflowWorkflowanalysisanalysis
refinementrefinementmodelmodel
Component Model (How)
Componentstructure model
ComponentComponentstructure modelstructure model
Interface/information model
Interface/information Interface/information model model
Componentinteraction
model
ComponentComponentinteractioninteraction
modelmodel
: SecretariatApplication: ClubRegister: Registrator
registerClub
clubExists
registerClub
: SecretariatApplication: ClubRegister: Registrator
registerClub
clubExists
registerClub
ObtainClubI nfoand de live r tore gisteringProc ess or
Re gistrator Secr etar iat applic ationClubRe gist er
Chec k if Club exists
Club r egist ration I nf or ma tion
AskClubRegisterto c hec kif Club a lr e ady ex ists
ExistingClubI nfo
Ask to ed it a nd confirm e xistingClubInf oExistingClubI nfo
Edit and a cc ept e xistingclubI nf o Ask to re gister Cl ub Add Club
[Club Exist s]
[Club do not Exists]
BuiltUpAreaService
Cluster Circumscribe
BUA
BUATestClient
Basic_WFS
AggregationServiceBuildingService
[Club Exist s]
[Club do not Exists][Club do not Exists]
BuiltUpAreaService
Cluster Circumscribe
BUA
BUATestClient
Basic_WFS
AggregationServiceBuildingService
BuiltUpAreaService
Cluster Circumscribe
BUA
BUATestClient
Basic_WFS
AggregationServiceBuildingService
8
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 15
Baseline methodology
• Business Model– Includes the informal context statement, and the more formal business process
and business information models.• Requirements Model
– Use case diagrams are associated with both the system boundary model and the use case scenario model. UML sequence diagrams or activity graphs are used for detailing the use case scenarios.
• Component Model– The component structure model uses the package concept of UML and UML class
diagram. The Component Interaction Model defines the component interaction using UML sequence diagram and/or UML collaboration diagram. The interface model specifies the interface signatures, pre and post conditions for the operations and the information model represented by the interface, i.e. the system information model.
• Platform Model– Represents the mapping of the component model towards the implementation
platform. It identifies and defines properties that are pertinent for a specific platform (e.g. a particular middleware technology and programming language).
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 16
Inception Phase:Goal Reduce business risks!Question Is there a business potential for this idea?• Vision statement (Text document)• Risk analysis (Text document)• Domain model (Rich picture (free format), Domain processes (UML activity diagram), Domain Objects (Class diagram)• High level use-case model ( Actors first and then use-cases per actor (Use-Case diagram))
Elaboration phase:Goal Reduce technical risk!Question Is there a viable technical solution within
reasonable price and time frame?• Use case scneario analysis. Fill in Use-Case template for a few important use- cases.• Analysis model ( BCE stereotype class diagram)• Sub-system architecture (packages diagram)• Prototyping
Specification&Construction phase: Goal Develop the right system within the right time and cost!Question Does the system satisfy the requirements?• Complete Use case scenario analysis • Derive architecture
• Component structure (class diagram)• Service interfaces (class diagram)• Service interaction (sequense diagram)
• Implement
Transition phase: Goal Ensure user satisfaction!Question Is the system ready for commercialisation?• Beta test• Deployment (deployment diagram)
Use-Case template• Use-case name and id• Priority• Goal• Pre condition• Scenario description• Post condition• Facade interface• Quality requirements
Risk (external)• Market and market trends • Competition• Technology dependencies• Legacy system interaction• Time frame• Number of users• Availability• Number of transactions• Expected duration of some functionality
Risk (internal)• User acceptance• Fast enough to market• Team not experienced
Test all the way through!(functional, QoS, robustness)
CO
MET
coo
kboo
k
9
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 17
COMET support in RSM 6.0
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 18
Annexes, Templates & Profiles• COMET Annexes
– UML 2.0 revisions to the COMET Business Model• COMET_Method_v2-5_Annex1_BM.pdf
– UML 2.0 revisions to the COMET Requirements Model• COMET_Method_v2-5_Annex2_RM.pdf
– UML 2.0 revisions to the COMET (Service) Architecture Model• COMET_Method_v2-5_Annex3_SAM.pdf
• UML profiles for RSM– UML Profile for Business Modelling
• COMET Business Profile.epx– UML Profile for Requirements Modelling
• COMET Requirements Profile.epx– UML Profile for (Service) Architecture Modelling
• COMET Service Architecture Profile.epx• Model templates for RSM
– Template for Business Model• COMET Business Template.emx
– Template for Requirements Model• COMET Requirements Template.emx
– Template for (Service) Architecture Model• COMET Service Architecture Template.emx
10
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 19
Business UML profile andmodel template
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 20
Requirements UML profile andmodel template
11
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 21
Service architecture UML profileand model template
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 22
Enterprise Architectures –
Concepts, Principles and Approaches
12
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 23
Enterprise Modeling
1. What is Enterprise Modelling?2. Enterprise Modelling in the Context of Collaborative Enterprises3. Enterprise Modelling Application Domains
3.1 Enterprise engineering and reengineering3.2 Product life cycle management3.3 Choice and implementation of IT systems and solution3.4 General enterprise architecture and operations support
4. Some definitions5. Introduction to POP*
5.0 POP* Dimensions5.1 General Concepts5.2 Process dimension5.3 Organisation dimension5.4 Product dimension5.5 Decision dimension5.6 Infrastructure dimension
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 24
Enterprise Modeling (2)
6. Enterprise Model Example (IEM / MO²GO)6.1 IEM Modelling elements6.2 Process Hierarchies6.3 IEM Illustration of a Process 6.4 Supplier Process Model6.5 Supplier Process Model - Development Function6.6 OEM Process Model
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 25
Why Enterprise Architecture?
??
??
How can Iinvolve my peoplein improving theperformance of thebusiness
How can I use best
practices to ensure the success of the business?
How can I ensure that the IS
technologyhelps the work of
my people?
??
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 26
Business Architecture Metamodels
Process
Business Strategy
Components
Information
Business ContextOrganization
Operational
…linked with relevant technical metamodels e.g. UML, CWM
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 27
What is Enterprise Architecture
• Enterprise Architecture (EA) is a generic, abstracted and aggregated representation of the core structures and competences of an enterprise.
• EA supports laying out the main characteristics of the enterprise to be analysed and agreed before detailed technical design is started.
• It is shared and discussed enterprise-wide between all stakeholders as a common description forms, functions and features, components, properties and relationships.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 28
What is Enterprise Modelling?
Enterprise Modelling (EM) is a capability for externalising, making and sharing enterprise knowledge.
Enterprise Modelling happens when knowledge workers apply their knowledge and software tools in a creative and purposeful process.
EM tools can either be: - used stand-alone to produce various kinds
of model views, - integrated as front-ends to other systems, - part of an environment providing a
contextual user-environment.
15
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 29
Enterprise Modelling in the Context of Collaborative Enterprises
A Collaborative Enterprise is an enterprise where teams work together across boundaries (e.g. life-cycle phases), sharing results and knowledge to improve common understanding and enable better performance and quality results.
“Collaborative Enterprises will be supported seamlessly by EM during all life-cycles“.
OEM
VTargetSetting
Sourcing
Partial Process Model(OEM View)
ARIS Model
Partial Process Model (Supplier View)
IEM Model
Changes (external/ internal)
Concrete Product
idea
Customer Order
accepted
Change accepted
Design order accepted
Product Life Cycle
pre-developmentTechnology
Market trends
InnovationAcquisition
and offer generation
Different aspects of the same process from different perspectives
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 30
Enterprise Modelling Application Domains
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 31
Enterprise Engineering and Reengineering
Enterprise Engineering and Reengineeringactivities include the design of the business processes, their continuous improvement and also the control and operation of common functioning procedures and services.
EM provides a common language that is understandable by all participants.
If the models are formalised enough, Enterprise Engineering and Reengineering activities can be mapped directly onto the business process execution.
Extensive change management is also dependent on creating an integrated modelling and execution platform, and on being able to analyse impacts of the proposed change.
Enterprise engineeringand reengineering
Enterprise engineeringand reengineering
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 32
Product Life Cycle Management
The objective of the Product Life Cycle Management is to take care that a product reaches the mature stage as fast as possible and stays there as long as possible.
EM can be a common language for the participants that work along the product life cycle (in one or several of the stages).
EM allows the specification and sharing of new approaches for product development and delivery.
EM improves the flexibility in the relationships with the customers in the product production and delivery stages.
17
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 33
Choice and Implementation of IT Systems and Solution
EM supports the different activities related to the Choice and Implementation of IT Systems and Solutions .
EM defines the functionality of enterprise systems and solutions with respect to enterprise operations when interoperating with others.
The links and traceability between the enterprise model and the IT-systems architecture are clearly modelled. It facilitates a consistent evolution of IT systems when the enterprise makes a business decision that impacts on the enterprise model.
Choice and implementation ofIT systems and solution
Choice and implementation ofIT systems and solution
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 34
General Enterprise Architecture and Operations Support
General Enterprise Architecture and Operations Support includes disciplines such as strategy definition and decision making, knowledge management, quality management, etc.
EM can support this application domain by delivering suitable models for the different disciplines.
The holistic approach to EM provides different views on the same model, allowing the enterprise to specify each discipline independently while automatically reflecting the impact of decisions in the other views.
Wertschöpfende
anwenden
verteilen speichern
Wissensziele Identifizieren
Geschäftsprozesse
erzeugen
General Enterprise architectureand operations support
General Enterprise architectureand operations support
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Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 35
Some definitions
DimensionViewDiagramHolistic aspectModelMetamodelArchitectureInfrastructureWorkplace
(Click the term to see its definition)
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 36
Some definitions
DimensionA dimension is a factor used to characterize a term. In this context it refers to "modelling dimensions", which characterize one aspect of a model element. A dimension has a name, and is implemented in the overall model as a sub-model. There is no overlap between two dimensions.
ViewA view is a representation of an excerpt of a larger information base. In this context, View refers to "model views" where the information base is an enterprise model and the representation most often is visual.A view is created according to rules and conventions defined in a viewpoint. A viewpoint is defined as “a specification of the conventions for constructing and using a view” (IEEE 1471).
DiagramA diagram is an artefact to graphically/visually represent part of a view or of a model. It may require several diagrams to completely represent a view. A diagram is a kind of view where model elements are represented by visual elements, whose positioning is user controlled, though consistent with the model syntax.
ModelA model is a representation of some parts of the world, from the perspective of some actor. It is also specified as an instance of a metamodel.
MetamodelLiterally a model for (applied to) a model. In our case it is a model which defines the language for constructing other models. Metamodels are called “reflective” if they are capable of defining themselves.
19
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 37
Some definitions
Holistic aspectA systems perspective where primary importance is assigned to the system as a whole rather than to its structure or parts. Holism holds that anything depends on everything else. It is thus the opposite of reductionist approaches to engineering, which holds that a system may be decomposed, and all interdependencies may be captured by predefined interfaces between components. Consequently, holism sees all systems as open, with an incompletely known boundary. Holism is also opposite to positivist scientific approaches, in that causal relations are not regarded as linear and unidirectional, but non-linear and mutual (anything may influence everything else in any number of ways - which we can never know completely - and everything else may also influence the object we are focusing on). This leads to interpretive research methods.
ArchitectureThe fundamental organization of a system embodied in its components, their relationships to each other, and to the environment, and the principles guiding its design and evolution (IEEE 1471).
InfrastructureInfrastructure is a set of hardware and software elements that provide common services useful for all processes and operations of the enterprise.
WorkplaceWorkplace is an environment where information is processed and decisions are made in interactions with other related workplaces to achieve business objectives and missions.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 38
Introduction to POP*
Collaboration between enterprises often involves sharing or exchanging each others models.
By creating mappings from individual Enterprise Modelling Languages to a common format, enterprises will be able to exchange models. The POP* Methodology aims to provide a mechanism that allows the exchange of different enterprise models without loss of information .
Presently, five dimensions are included in POP*, namely the Process, Organisation, Product, Decision and Infrastructure dimensions, in addition to a set of general concepts applicable by all dimensions.
20
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 39
POP* Dimensions
The Process Dimension includes constructs related to activities, tasks and processes going on in the enterprise or between enterprises.
The Organisation Dimension focuses on organisational structures, as well as members and positions thereof. Also, focus is set on interaction between structures, both as a whole and between members.
The Product Dimension is used to model product architectures or product structures, for the purpose of design, development and engineering or product data management.
The Decision Dimension is concerned with the collection of concepts and constructs that allow describing the decision-making structure in terms of decision centres and decision activities.
The purpose of the Infrastructure Dimensionis to support modelling of infrastructures and the services they provide.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 40
Metamodel: General Concepts
The General Concepts package includes concepts and relationships that are applicable for use in any dimension.
An Enterprise Object may represent anything or anybody that performs work, makes something happen or is just part of some activity in the enterprise.
An Enterprise Object takes part in the enterprise through playing roles
Enterprise Objects may have certain capabilities, and may have a location.
21
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 41
Metamodel: Process Dimension
The Process Dimension includes constructs related to activities, tasks and processes going on in the enterprise or between enterprises.
Decision Point is a generic concept representing anything which – when interconnected by Flows – defines the overall process sequence.
Process is used to represent processes, tasks and activities of any kind.
Gateways are Decision Points owned by a Process.
Process Roles, in addition to being Decision Points may have Enterprise Objects attached to them via the “plays role” relationship.
A Flow is a relationship between two Decision Points; Process Roles (input, output, control, or resource) or Gateways in a process.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 42
Metamodel: Organisation Dimension
The Organisation Dimension focuses on organisational structures, as well as members and positions thereof. Also, focus is set on interaction between structures, both as a whole and between members.
Organisation Unit is a specialisation of Enterprise Object used to represent organisations and parts of organisations of any kind. Organisation Role is a subtype of Role which is defined in the context of an organisation. Examples are: President, General manager, Department manager, Front desk clerk, etc.
A Person designates an individual human being.
22
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 43
Metamodel: Product Dimension
The Product dimension is used to model product architectures or product structures, for the purpose of design, development and engineering, or product data management.
A Product Concept is a specialisation of Enterprise Object, and represents an idea or a notion of a product, including the characteristics and features of the product.
Product Element is a specialisation of Enterprise Object, and designates objects used to build typical product structures.
Product Function represents part of an answer to a question about why a product evolved or was designed to achieve some goal.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 44
Metamodel: Decision Dimension
The Decision Dimension is concerned with the collection of concepts and constructs that allow describing the decision-making structure in terms of decision centres and decision activities.
Decision Activity is a specialisation of Process and aims at making a choice, more specifically choosing between different courses of action.
Decision Centres are ‘places’ where decisions are taken according to objectives and under constraints.
Decision Structure is defined in terms of decision centres and decision links as well as information links between decision centres.
23
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 45
Technology Component
Logical Architecture
0..*
0..*
is part of
0..*
0..*
Logical Architecture Element
0..*
0..*
0..*
0..*
consists of
0..*
0..*
0..*
0..*
is part of
0..*
0..*
0..*
0..*
connected to
Application
0..*
0..*
uses
0..*
0..*
IT Infrastructure 0..*0..*has architecture
IT Service
0..*
0..*
provides
IT Component
0..*
0..*
corresponds to
0..*
0..*
0..*
0..*
is part of
0..*
0..*
0..*
0..*
encapsulates
IT Component Function
0..*
0..*
0..*
0..*
performs
0..*
0..*
is part of
0..*
0..*
0..*
0..*
0..*
0..*
0..*0..*
Metamodel: Infrastructure Dimension
The purpose of the Infrastructure Dimensionis to support modelling of infrastructures and the services they provide.
IT Infrastructure represents the set of interconnected components that provide the services required to support IT activities.
Logical Architecture represents a structure of logical components combined to serve a specific purpose.
An IT Service is the non-material equivalent of a good.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 46
Enterprise Model Example (IEM / MO²GO)
Process modelOrder
(State n)Order
(State n+1)
Product(State n)
Product(State n+1)
Resource(State n)
Resource(State n+1)
Action
Action
Action
Businessprocess
InheritanceInheritance
Process Chain
Process Chain
Products Orders Resources
Information model
Object Class
Structure
Object Class
Structure
(green)(blue)(red)
24
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 47
IEM Modelling elements
Basic Elements
Action
OrderProduct Resource
Description of object states
Process description
X = 1
X = 0
X = 0
X = 1
Connection between actions and objects or betweenactions.
Split: both processes run In parallel.
Decision: the process sequencedepends on the object states following the decision element
Join: different sequences are joining to one sequence
Loop: several iterationsof process steps
Connection Elements
Basic Structure of the Process model
control
supporttransformation
“Generic Activity Model“
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 48
Process Hierarchies
Level 2 Check the incoming order
Level 1Zielverein-barungs-verfahren
StrategischePlanung
Customer order processing
Check the storage level of the ordered product
Abs
trac
tion
Det
ailin
g
SteuerungRepression
Informations- sammlung u.Problemanalyse
Zielverein-barungs-verfahren
StrategischePlanung
Controlling
Prävention betreiben
Level 0Business process model
25
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 49
IEM Illustration of a Process
produceproduct
Productproduced
Productdesigned
Productionorder
Leaderassembly
Procedureinstructions
Production Planning System
Organisation unit
Documentation
IT-System
change
support
control
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 50
Supplier Process Model
26
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 51
Supplier Process Model –Development Action
PortsControl Output ResourceInput
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 52
OEM Process Model
27
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 53
Representations of Architecture
ARIS ZACHMAN GERAM
EN/ISO 19439
NIST
EKA -POPSEKA -POPSEKA -POPS
Athena OEA
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 54
Based on work by John A. Zachman
VA Enterprise Architecture
DATAWhat
FUNCTI ONHow
NETW ORKWhere
PEOPLEWho
TIMEWhen
MOTIVATIONWhy
DATAWhat
FUNCTI ONHow
NETW ORKWhere
PEOPLEWho
TIMEWhen
MOTIVATIONWhy
S COPE(CONTEXTUAL)
Planner
ENTERPRIS EMODEL(CONCEPTU AL)
Owner
S YSTEM MODEL(LOGICAL)
Designer
TECHNOLOGYMODEL(PHYSICAL)
Builder
DETAILEDREPRES ENTATIONS(OUT-OF-CONTE XT)
Sub-Contractor
FUNCTIONINGENTERPRIS E
SCOPE(CONTEXTUAL)
Planner
ENTERPRIS EMODEL
(CONCEPTU AL)
Owner
SYSTEM MODEL(LOGICAL)
Designer
TECHNOLOGYMODEL
(PHYSICAL)
Builder
DETAILEDREPRES ENTATIONS(OUT-OF-CONTE XT)
Sub-Contractor
FUNCTIONINGENTERPRISE
Things Important to the Business
Entity = Class of Business Thing
Processes Performed
Function = C lass of Business Process
Semantic Model
Ent = Business Entity Rel = Business Relationship
Business Process Model
Proc = Business Process I/O = Business Resources
Business LogisticsSystem
Node = Business Location Link = Business Linkage
Work Flow M odel
People = Organization Unit Work = Work Product
Master Schedule
T ime = Business Event Cycle = Business Cycle
Business Plan
End = Bus iness Objectiv e Means = Business Strategy
ImportantOrganizations
People = Major Organizations
Business locations
Node = Major Business Locations
Ev ents Significantto the Business
T ime = MajorBusiness Event
Business Goalsand Strategy
Ends/Means =Major Business Goals
Logical DataModel
Ent = Data Entity Rel = Data Relationship
Application Architec ture
Proc = Application Function I/O = User Views
Distributed SystemArchitec ture
Node = IS Function Link = Line Characteristics
Hum an InterfaceArchitecture
People = Role Work = Deliv erable
ProcessingStructure
T ime = System Event Cycle = Processing Cycle
Business RuleModel
End = Structural Assertion Means = Action Assertion
Physical DataModel
Ent = Segment/Table Rel = Pointer/Key
SystemDesign
Proc = Computer Function I/O = Data Elements /Sets
TechnologyArchitec ture
Node = Hardware/Softw are Link = Line Specifications
PresentationArchitecture
People = User Work = Screen Format
ControlStruc ture
T ime = Ex ecute Cycle = Component Cycle
RuleDesign
End = Condition Means = Action
DataDefinition
Ent = Field Rel = Address
Program
Proc = Language Statement I/O = Control Block
Netw orkArchitec ture
Node = Addresses Link = Protocols
SecurityArchitecture
People = IdentityWork = Job
T iming Definition
T ime = InterruptCycle = Machine Cycle
RuleDesign
End = Sub-Condition Means = Step
Data
Ent = Rel =
Function
Proc =I/O =
Netw ork
Node = Link =
Organization
People = Work =
Schedule
T ime = Cycle =
Strategy
End = Means =
Based on work by John A. Zachman
VA Enterprise Architecture
DATAWhat
FUNCTI ONHow
NETW ORKWhere
PEOPLEWho
TIMEWhen
MOTIVATIONWhy
DATAWhat
FUNCTI ONHow
NETW ORKWhere
PEOPLEWho
TIMEWhen
MOTIVATIONWhy
S COPE(CONTEXTUAL)
Planner
ENTERPRIS EMODEL(CONCEPTU AL)
Owner
S YSTEM MODEL(LOGICAL)
Designer
TECHNOLOGYMODEL(PHYSICAL)
Builder
DETAILEDREPRES ENTATIONS(OUT-OF-CONTE XT)
Sub-Contractor
FUNCTIONINGENTERPRIS E
SCOPE(CONTEXTUAL)
Planner
ENTERPRIS EMODEL
(CONCEPTU AL)
Owner
SYSTEM MODEL(LOGICAL)
Designer
TECHNOLOGYMODEL
(PHYSICAL)
Builder
DETAILEDREPRES ENTATIONS(OUT-OF-CONTE XT)
Sub-Contractor
FUNCTIONINGENTERPRISE
Things Important to the Business
Entity = Class of Business Thing
Processes Performed
Function = C lass of Business Process
Semantic Model
Ent = Business Entity Rel = Business Relationship
Business Process Model
Proc = Business Process I/O = Business Resources
Business LogisticsSystem
Node = Business Location Link = Business Linkage
Work Flow M odel
People = Organization Unit Work = Work Product
Master Schedule
T ime = Business Event Cycle = Business Cycle
Business Plan
End = Bus iness Objectiv e Means = Business Strategy
ImportantOrganizations
People = Major Organizations
Business locations
Node = Major Business Locations
Ev ents Significantto the Business
T ime = MajorBusiness Event
Business Goalsand Strategy
Ends/Means =Major Business Goals
Logical DataModel
Ent = Data Entity Rel = Data Relationship
Application Architec ture
Proc = Application Function I/O = User Views
Distributed SystemArchitec ture
Node = IS Function Link = Line Characteristics
Hum an InterfaceArchitecture
People = Role Work = Deliv erable
ProcessingStructure
T ime = System Event Cycle = Processing Cycle
Business RuleModel
End = Structural Assertion Means = Action Assertion
Physical DataModel
Ent = Segment/Table Rel = Pointer/Key
SystemDesign
Proc = Computer Function I/O = Data Elements /Sets
TechnologyArchitec ture
Node = Hardware/Softw are Link = Line Specifications
PresentationArchitecture
People = User Work = Screen Format
ControlStruc ture
T ime = Ex ecute Cycle = Component Cycle
RuleDesign
End = Condition Means = Action
DataDefinition
Ent = Field Rel = Address
Program
Proc = Language Statement I/O = Control Block
Netw orkArchitec ture
Node = Addresses Link = Protocols
SecurityArchitecture
People = IdentityWork = Job
T iming Definition
T ime = InterruptCycle = Machine Cycle
RuleDesign
End = Sub-Condition Means = Step
Data
Ent = Rel =
Function
Proc =I/O =
Netw ork
Node = Link =
Organization
People = Work =
Schedule
T ime = Cycle =
Strategy
End = Means =
Zachman Framework – for Enterprise Architecture
28
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 55
Zachman Framework
• Row 1 – ScopeExternal Requirements and DriversBusiness Function Modeling
Row 2 – Enterprise ModelBusiness Process Models
Row 3 – System ModelLogical ModelsRequirements Definition
Row 4 – Technology ModelPhysical ModelsSolution Definition and Development
Row 5 – As BuiltAs BuiltDeployment
Row 6 – Functioning EnterpriseFunctioning EnterpriseEvaluation
123456
Contextual
Conceptual
Logical
Physical
As Built
Functioning
Contextual
Conceptual
Logical
Physical
As Built
Functioning
Why
Why
Who
Who
When
When
Where
Where
What
What
How
How
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 56
Framework Rules
• Rule 1:Columns have no order
Contextual
Conceptual
Logical
Physical
As Built
Functioning
Contextual
Conceptual
Logical
Physical
As Built
Functioning
Why
Why
Who
Who
When
When
Where
Where
What
What
How
How
Rule 2:Each column has a simple, basic model
Rule 3:Basic model of each column is unique
Rule 4:Each row represents a distinct view
Rule 5:Each cell is unique
Rule 6:Combining the cells in one row forms a complete description from that view
Basic Model = Entities and Relationships
EntityRelationshipEntity
29
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 57
Enterprise Unified Process (EUP)
• The Enterprise Unified Process : Extending the Rational Unified Processby Scott W. Ambler, John Nalbone, Michael J. Vizdos
• Book published 2005
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 58
EUP Lifecycle
30
Based on material developed in ATHENA (IST-507849), INTEROP (IST-508011) and MODELWARE (IST-511731)
Linking the business architecture modeling capabilities of Computas Technology's Metis product line with Troux's IT Governance System, Global 2000 enterprise and government customers now have a complete information foundation for IT Governance, and a single, global provider for enterprise architecture management solutions.
EA and IT Governancesolutions
EMEA/MetisTroux Technologies+ 47 67 83 10 00EMEA SalesNORWAY
United KingdomComputas UK+44 161 703 8312UK Sales
Sweden Computas AB +46 8 740 6050SE Sales
North AmericaTroux Technologies+1 512 536 6270NA Sales
Web: www.trouxmetis.com
Metis/Troux – example of solutions
METIS:A metamodel-basedtool for Enterpriseand System modeling
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 60
31
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 61
Based on material developed in ATHENA (IST-507849), INTEROP (IST-508011) and MODELWARE (IST-511731)
COMET Business Modelling
with WesternGeco Survey BookingReference Example
32
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 63
Platform specificmodel
UMT Config model
Component implementationmodel
Bus
ines
s D
omai
nSy
stem
Dom
ain
Model world Real world
Concepts& Artifacts
Processes
Actors
Businessmodel Goal Model
Architecturemodel
Requirementsmodel
Use case Scenario Model
Otherrequirements
Prototype
Visionfor change
Context statement
Risk analysis
Business Process & RoleModelWARM
Business Resource Model
PIM Data Types
Context Businessmodel Goal Model
Visionfor change
Context statement
Risk analysis
Business Process & RoleModel
Business Resource Model
0,1
0,1
System Boundary
*
***
Deployment
User ServiceTierUser ResourceService Tier
LS
Legacy
BusinessServiceTier
ResourceServiceTier
Presentation Tier
User Dialog Tier
Com
ponent Infrastructure &W
orkflow Engine (
Microw
orkflow)
User
ServiceD
omain
Business Service
Dom
ain
UserInterfaceTier
RARA
LA
Workflow Service Domain
Component structureand internal design
Interface and interaction specification
Busines domain to system domainmapping
•Subsystem grouping and BCE (Combine Ref Arch)
•BM analysis
Work Element Analysis Model
BCE Model
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 64
Business Model
• The Business Model is used to express the part played by the Product (system or component) being developed in the context of the business that will fund its development (or purchase it) and use it.
• The Business Model includes goals, business processes, steps within business processes, roles and resources. The scope (or domain) of the model is any part of the world defined as interesting for a company, organisationor others, and which has some impact on the required behaviour or other characteristic of the Product.
• The business model might be broadly or narrowly scoped, e.g. describing the entire business of a company or describing the immediate environment and context of a Product under consideration.
33
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 65
Business Metamodel
Structuring Concepts Basic Business modelling concepts
Work Analysis Refinement ConceptsProfiling model
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 66
Structuring concepts
Business Process & Roles Model
Community model
Work analysis Refinement
Context Business Model
1
refines
refined by
in context ofBusiness Model
Context statement
Vision for change
Risk analysis Goal model
Scoping Statement
1
1 1
1
1
1 1 1..*
1
1..*
1
1
1
Business Resource Model
1
1..*
1
*
0..1
1
refines
context for
1
1refined by
34
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 67
Model structure for the Business model
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 68
Modelling concepts
Artifact Resource Actor Resource1..* identified by
results in
Goal
Resource in Role
Business Rule
fulfilled by
constrained by
has1..* executes
1..*
1..*
*
objective of
subgoals
Community
Resource*
has resources
constrained by1..*
*
resource in
1..*
0..1
*
*
*fulfils
constrains
modelled as
represents Business Process
Step
Enabling behaviour
1..*behaviour of
generates
modelled as
Enabled by
met by
1..*
1..* 1..*
to meet
Role
constrains
1..*
*
*
*
actor for
constrains
1
1..*
1..*
1..*
*
*
performed by
identifier for
constrained by
Event
Behavioural Policy
0..1
affected by
model of
constrained by1..*
1..*
*
0..1*
*
*
affectsis generated by
constrains
Business Message
Resource as Artefact *
*
1..*
* *
1..*1..*
*
1
*
1..*
concerns
artifact in
result of
recipient
issued to
represented information flow
subject for
artifact
resource sender
received by
35
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 69
UML profile for business modelling
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 70
Survey Booking Reference Example
• The survey-booking tool will help to administer the utilization of our vessels. It will mainly benefit three user groups; Sales, operations and marine management.
• Sales will use it to book a survey or tender onto a vessel. The survey-booking tool will give an overview over the current workload and also which vessel qualifies for the job.
• Sales will make booking suggestions to management, which then need to be confirmed by the global marine management.
• For operations the booking tool should work as a planning aid. It will automatically warn about changes and it will have detailed job information available on-line.
• Marine management will be able to use the booking tool to assess the current resource usage, confirm survey bookings and to reschedule jobs.
36
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 71
High-Level System Boundary
Sales
Marine Management
Support
Operations
Administrator
Introspection
<<description>>The sales department is responsible for costing a survey and to initially book it on a vessel or region in case of a lead. Sales account managers, sales supervisors and sales managers are members of this group.
<<description>>* Marine management will be responsible to confirm the booking of surveys onto a vessel.* Regional marine management, business managers and global marine management are part of this group.
<<description>>A support role is needed to promote the input of competitor information. This role needs to access the system to obtain status on what is being added and by who.
<<description>>* Operations will be responsible for the survey preparation and execution.* Operations managers, vessel supervisors and party chiefs are the main members of this group. * In addition there are several service groups which will also be included in this group:* Operational support (Technical services), personnel management, accounting.
<<description>>A person with administrator rights is needed to keep the system updated with regards to user names and rights and vessel names.
<<description>>* Introspection has two tasks. For the booking and booking validation process it shall inform about vessel configurations, which it can get from the vessel descriptions. * In addition the actual progress is extracted from Introspection to keep the schedule up to date.
SurveyBooking
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 72
Subsystem GroupingBookingEditor
1. Book tender/lead
2. Update booking status
7a. View local schedule
15. Import from global schedule
5. Reschedule job
16. Export to global schedule
BookingViewer
7b. View global schedule
SubscriptionEditor
12. Subscribe to notification
1. Book tender/lead
2. Update booking status
7a. View local schedule
15. Import from global schedule
7b. View global schedule
12. Subscribe to notification
16. Export to global schedule
Sales
Marine Management
Operations
GlobalScheduleService
17. Synchronize and save schedule
18. Assemble and deliver schedule
10. Add/remove users & rights
11. Add/remove vessels
SubscriptionService
19. Check for subscriptions & notify
20. Update list of available subscriptions
21. Save/remove subscriptions
17. Synchronize and save schedule
18. Assemble and deliver schedule
10. Add/remove users & rights
11. Add/remove vessels
19. Check for subscriptions & notify
20. Update list of available subscriptions
21. Save/remove subscriptions
<<include>>
5. Reschedule job
<<include>>
<<include>>
<<include>>
ActivityInfo
Administrator
Introspection
<<include>>
SubscriptionInfo
37
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 73
Component Structure – Bus Pattern
Component Infrastructure
BookingEditor BookingViewer
BookingService
ActivityInfo
SubscriptionService
SubscriptionEditor
SubscriptionInfo
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 74
Scoping statements
• The context statement, which defines the scope and positions this business model in its context.
• Vision for change, which describes what to improve, the motivation (i.e. what is wrong with the current situation), a description or indication of what the improvements might be and a gap analysis.
• Risk analysis, which identifies the business and technical risks related to a development project for the proposed Product.
38
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 75
Context statement
• Methods and Techniques– The first step in developing any business model is to identify and
record the names of all people who will have an interest in having the Product developed or in its use, the business stakeholders, together with the nature of their interest.
– The following are examples of business stakeholders who should be involved:
• people who will authorise funding for development of the Product;
• people who are responsible for design and maintenance of the business processes to be supported by the Product;
• people who will use the Product;• people who will be responsible for the acceptance of the
Product;• people who will be responsible for managing operation of the
Product.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 76
Roles – Organisation and Process roles
Sales Support Introspection Operations Maritime Manager
Administrator ClientTechnical Manager
System Operator Reviewer
QC-RepTechnical Support
Operation ManagementData Processing Legal
Marketing Corporate ManagerOil Company
Operation Manager
SecretarySales Manager
39
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 77
Scope and stakeholders<<summary>>
* Client contacts* Marketing* Global fleet plan
Operation Management
Technical Support
<<summary>>* Liase with client* Coordinate review review* Compile tender* Monitor vesel availability* Monitor competitor activity
<<summary>>* Review work specifications* Propose technical solutions
<<summary>>* Review operational risks
<<summary>>* Liase with sales* Issues tender* Issue award/loss
Marine acquisition
<<summary>>* Review contract* Assess risk* Insurance
Maritime Manager
Oil CompanyCorporate Manager
LegalData Processing
<<summary>>* Monitor marine activity * OBP proposals
AccountManager
Marketing
<<summary>>* Optimize revenue* Position vessels* Upgrade vessels* Report
<<summary>>* Marketing
<<summary>>Produce a timeliy, quality image service to help clients find, produce and manage oil assets.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 78
:Sales & Marine Management
PreSales
Tender Bid
<<ResourceAsArtefact>>:ITT
[qualified bid]
[won]
:Operations
Survey Preparation
Survey Execution
Survey Close
PreSales
Tender Bid
[qualified bid]
Survey Preparation
[won]
Survey Execution
Survey Close
<<ResourceAsArtefact>>:ITT
<<ResourceAsArtefact>>:SWO
[no bid]
[lost]
Tender Bid ContextDiagram
40
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 79
Vision for change
• The vision for change document is short and describes what the Product will be and why it is needed. It will consist of some or all of the following elements:– General business/product vision and goals, including
background explaining why the Product is needed;– Business opportunities and business benefits;– Product description and technical business vision –
how the Product might be deployed and used;– Presentation material summarising the above.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 80
Vision for change (1/2)
• Beginning 2000 it was decided to phase out and replace the suite of business support tools used in the Tender bidding process in theMarine Acquisition Business segment. These tools were based on Excel technology and did not support the needs in a distributed 7by24 organization. Also after 10 years of evolution, pushing spreadsheet functionality beyond its limits, these tools were hard to maintain.
• The decision was to reengineer this tool-suite based on the Introspection business tool platform, which was based on Web andJava technology.
• The first priority was to look at “The Survey Booking Tool” and “The Survey Costing Tool”. The Survey Booking tool will help to administer the utilization of the seismic vessels and will be used to book a survey or tender onto a vessel. It will give an overview over the current workload and also which vessel qualifies for the job. The Survey Costing tool is used to calculate the cost and revenue of a potential survey.
41
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 81
Vision for change (2/2)
• The survey-booking tool is a web-based and highly automated tool to support the process around booking of vessel time for potential surveys.
• Its main task will be:– Schedule leads and surveys– Send automatic warnings on changes and
conflicts– Inform about current resource usage and
potential backlog
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 82
Goal Model
The goal model describes a loose hierarchy of goals of the business within the particular area of concern, starting with the goals of a Business Stakeholder in developing or buying the Product, and leading to the detailed business goals met by the Product or its users when using it.
• The Goal Model is discovered by a process of workshops and interviews involving all stakeholders (as identified in development of the Context Statement).
• Goals must be achievable, preferably measurable, and not self-evident, and should have clear and detailed implications. It should be reasonable (but not necessarily appropriate, and almost certainly not correct) to assert an alternative. The implications should be expressible in terms of a set of sub-goals or enabling processes.
42
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 83
Goal Model
Make a profitable bid
Optimize fleet utilizationSound cost estimates Proper technical assesmentProper legal assesment
Easy access to historical information Updated cost-models Updated own schedule Updated competitor schedule
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 84
Business Resource Model
• The Business Resource Model is an information model that identifies and defines the main things (and concepts) of the domain that are relevant to the Product.
• The Business Resource Model is generally prepared at the same time as the associated Business Process & Roles model, and methods and techniques used are similar, i.e. activities that include brain-storming sessions, structured workshops, interviews and feed-back sessions, and detailed modelling using a UML tool.
• Object flows in the activity diagrams are candidates for business resources.
43
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 85
Business Resources
Crew
Tender/Lead
LocalSchedule GlobalSchedule
Company
Vessel
Survey Phase
<<owns>>
Schedule
Booking
summary : undefined
start : undefinedend : undefinedsummary : undefined
start : undefinedend : undefined
<<located in>>
Configuration
SWO
1
1
1
1 1
*
<<shall use>>
Client
corp_code : undefined1
*
1
1
corp_code : undefined
*
CountryJob
1
1
*<<located in>>
*
1
*
Area/region
WesternGeco
1
1
*
*
*
1
*
*
Competitor
Capacity
1*
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 86
Business Process &Role Model
• Purpose– The objective of the Business Process Model is to
identify and detail all the business processes supported by the Product to the extent necessary to detail the roles of the Product (and its components, i.e. Application Components, Business Service Components and Tool Components).
• Methods and Techniques– The Business Process Model is derived through a set
of activities that encompass brain-storming sessions, structured workshops, interviews and feed-back sessions, and detailed modelling using a UML tool.
44
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 87
Work Element Analysis(WARM)
• In WARM refinement of the Business Process model, the kinds of step performed by resources in the model are further categorised as follows:– A Human Step is a step performed by a human with no
involvement of the Product being modelled.– A Tool Step is a step performed by a human user interacting with
a tool that is part of the Product. The human user will use someform of interactive device (e.g. a GUI) to interact with the Product. A Tool Step is a candidate for realisation by a Tool Component.
– An Immediate Step is a step that is required to complete as soon as possible, and whose intermediate states are of no concern to the business. It is performed autonomously, with no interventionfrom a human. An Immediate Step may be mapped to an Operation on a Business Service Component (Process) in the Architecture Model.
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 88
Tender Bid Process Overview
Receive ITT & Prepare for bidding
Make Tender
Submit Tender
[continue]
[continue]
[stop]
[stop]
45
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 89
Receive ITT & Prepare for bidding
:Oil Company
Send ITT
:AccountManager
{SurveBookin
{SurveBookin
{Othtool}
Create or update booking
Check ITTITT received
brf:BusinessReviewForm
Check Competitor Schedule
Create business review form
Make Tender
:Secretary
itt:ITT Archive ITT
:Manager
{End of survey booking}
Bid approval
[Cancel bid]
Send ITT
{End of survey booking}
Create or update booking
Check Competitor Schedule
Create business review form
Make Tender
{SurveBookin
itt:ITT Archive ITT ITT received
booking:Booking
{SurveBookin
{Othtool}
Check ITT
Bid approvalbrf:BusinessReviewForm
[Cancel bid]
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 90
Make Tender :AccountManager
{SurveCostin {Oth
tool}
{SurveCostin
Survey CostingDistribute ITT for review
cpp:CostPriceProposal
Evaluate feedback
tender:Tender
Compile Tender
recalculate cost
Submit Tender
[No issues]
:Reviewer
{End of survey booking}
Resolve issues
Part_of:ITT
Review ITT
Approve Tender
[decide not to send]
:Manager
Approve cost
feedback:ReviewFeedback
Survey Costing
{SurveCostin {Oth
tool}
[?cost too high]
[decide to send]
{SurveCostin
Distribute ITT for review
cpp:CostPriceProposal
Evaluate feedback
Compile Tender
recalculate cost
[?cost approved]
[Too high cost][No issues]
Approve cost
feedback:ReviewFeedback
Resolve issues
Part_of:ITT
Review ITT
[?Not approved]
[cost issues]
[cost ok]
tender:Tender
Submit Tender
{End of survey booking}
Approve Tender
[decide not to send]
46
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 91
Submit Tender
:Oil Company
Review Tender
:AccountManager
Update booking status to tender sent
Update booking status to bid won or lost
:Operations
Survey Preparation
Review Tender
tender:Tender
Update booking status to tender sent
Update booking status to bid won or lost
response:BIDResponse
Survey Preparation
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 92
Process and goal structure
Tender Bid
Survey costing Tender compilation
Plan
Win profitable bidsSound cost estimates
ITT
Tender
Sales
Oil Company
<<achieves>> <<achieves>>
47
Based on material developed in ATHENA (IST-507849 ), INTEROP (IST-508011) and MODELWARE (IST-511731) 93
References
• Enterprise Unified Process: http://www.enterpriseunifiedprocess.info/
• SEI (CMM) etc: http://www.sei.cmu.edu/sei-home.html
• EA: http://www.enterprise-architecture.info/• Software Architecture: www.wwisa.org