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© 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles Stack Grant Larsen Founder and CEO MDD Strategy Flashline, Inc. IBM Rational © 2004 Flashline Inc.

© 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

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Page 1: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Managing Enterprise Architecture Artifacts and Assets

Enterprise Architect SummitJune, 2004

Charles Stack Grant Larsen Founder and CEO MDD StrategyFlashline, Inc. IBM Rational

© 2004 Flashline Inc.

Page 2: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Topics

EA In Perspective

Why Enterprise Architecture

Dimensions of EA

Applying Asset-based Development with EA

Reusable Asset Specification

EA Asset Management

EA Best Practices

Turning IT Cost into Business Value

Page 3: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Software is ImportantOur organizations are defined by our software

Direct Phone systems Web sites Email VRU

Indirect Internal systems Order origination Order processing Customer service Increasingly all business rules

are being embodied in our software systems

Partners Supply chain systems Flexible partnering systems

Page 4: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Software is Forever

“Not the 90’s” Long-lived platforms

Java .Net Web Services

Hardware independence = Migrate forever

Software doesn’t wear out Valuable intellectual property Software transcends developers Cost of duplicative systems

Cut maintenance by 20% “Write Less Software”

Page 5: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

5 Dimensions of Software Complexity

Complexity as primary constraint on software 1000x increase across 5

dimensions Interface, stakeholders,

size, platforms, network Encapsulation best

method for managing complexity

7+2 Methods and Properties

Page 6: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Complexity Requires Architecture

Building Architecture versus Urban Planning Building = Static/waterfall City = Dynamic/iterative Building Standards Arch. Review Board Zoning – pc or mainframe Variances Health/Safety inspections Common Services - Roads,

utilities, birth certificates, etc

Page 7: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

The Problem with Enterprise Systems

Some 673 different and uncoordinated financial systems made it impossible to track $2.3 trillion in financial transactions. – Donald Rumsfeld, DoD

Between various departments there are more than sixty different definitions for the term “net sales.”– Enterprise

Architect, Retail Organization  Each development team had its

own DBA, and its own definition of a “store”. – Enterprise Architect, Retail Organization

Page 8: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Software as Asset

Beyond people

Beyond process

Two types of software Commodity = expense Strategic = asset

Many types of assets

Increasingly long-lived

Capture and transfer intellectual property

Employee turnover

<< requirements >><< requirements >>

<< interface >><< interface >>

<< documentation >><< documentation >>

<< Web Services >><< Web Services >>

<< CICS >><< CICS >>

<< models >><< models >>

<< application >><< application >>

<< framework >><< framework >>

<< component >>

Page 9: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Enterprise Architecture Assets

Architectural assets Process

RUP, CMM Platform Data, Application,

Component Service, Security,

Interface Goals for each asset

Benefit of establishing a standard

Glossary Definitions of key

terms

Page 10: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

What is an Asset?

An Asset is a collection of Artifacts which provide a solution to a

problem for a given context with rules for usage and variability points

What are Artifacts? Workproducts from the software process

Requirements, Models,Source code, Tests, and so on…

Kinds of assets Components, patterns,

web services, frameworks, templates, …

Problem

Asset

Artifact

Artifact

Artifact

Solution

for a

con

text

with rules for usage

varia

bilit

y p o

int

Page 11: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

EA Development Workflows

Project Management

Enterprise Architecture Reference Model

Asset-based Development Framework

Co

re A

sset

Dev

elo

pm

ent

&

Cer

tifi

cati

on

Wo

rkfl

ow

Policies / Procedures / Guidelines

Business Solution Architecture Workflow

Create Solution Architecture

Software Architecture Workflow

Create Application Architecture

Application Development Workflow

Create Application

Reference models

Reference models

Business process model (apply IBM patterns for e-busn)Business process solution architecture mapping High-level use case modelNon-functional / functional requirementsSecurity specification

Business process model (apply IBM patterns for e-busn)Business process solution architecture mapping High-level use case modelNon-functional / functional requirementsSecurity specification

Use case modelComponent specification modelTest cases

Use case modelComponent specification modelTest cases

Test casesComponent design modelCode modelComponent / ServiceDeployment model

Test casesComponent design modelCode modelComponent / ServiceDeployment model

Ass

et P

r ov

isio

nin

gB

uil

d /

Acq

uir

e

RAS

Page 12: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

EA Reference Model: FEA

Business Reference Model (BRM)

• Lines of Business• Agencies, Customers, Partners

Service Component Reference Model (SRM)

• Service Layers, Service Types• Components, Access and Delivery Channels

Technical Reference Model (TRM)• Service Component Interfaces, Interoper…• Technologies, Recommendations

Data Reference Model (DRM)

• Business-focused data standardization • Cross-Agency Information exchanges

Performance Reference Model (PRM)

• Government-wide Performance Measures & Outcomes• Line of Business-Specific Performance Measures & Outcomes

Extend the reference

model(s) to meet your needs

Page 13: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Asset-based Development Framework

Process Workflows for identifying, producing,

managing, and consuming assets Standards

Consistent organization of assets, RAS Tooling

Tooling to support process workflows Assets

Standards-based assets

Page 14: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Process: Asset-based Development Workflows Used In EA Development Workflows

Workflows for identifying, producing, managing, and consuming assets

Software architecture development

workflow

Business Solution architecture workflow

Core asset development

workflow

Application development

workflow

Core assets for defining architectures, classified with FEA

ref models

Defining solution architectures using assets classified with FEA ref models

Defining software architectures using assets classified with FEA ref models

Using assets which are classified with FEA ref

models

Page 15: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Process: Applying The EA Development Workflows

Software architecture development workflow

Business Solution architecture workflowCore asset development

workflow

Application development workflow

Core asset repository App Dev

asset repository

Application Development

Architecture Development

RequirementsReference Model

Guidelines

Solution Architecture

Software Architecture

Application

RequirementsReference Model

Guidelines

Core assets

Core assets

Page 16: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Process: Where Does It Fit?

EA development workflows can be instantiations of the process

Page 17: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: Reusable Asset Specification (RAS)

Object Management Group (OMG) Standard

Describes the structure and nature of assets

Reduces the friction on development transactions Thru standard, consistent packaging

Each asset is described using these sections Classification Solution Usage Related Assets

AssetClassification

Descriptors: Name/Value pairs

ContextDomain, Development, Test, Deployment, and so on…

UsageUsage Instructions & ActivitiesFilling Variability Points

Related AssetsAssociation, Aggregation, Dependency, Parent

Solution

ArtifactsRequirements

Models, Code, Tests

…Documents

Asset Overview

Name Desc State Ver Profile

Page 18: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: Reusable Asset Specification

RAS Why What Who How

Profiles Default Component Web Services

RAS Services Registry

Page 19: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: RAS XML Schema Description

A descriptive container/package for an asset's artefacts (models, source code, requirements, test cases, examples, and so on) and and documentation providing guidance on how to apply/use the asset. The artefacts of the asset are the things that are actually reused. The asset

package, as a whole provides the information to allow the asset consumer to decide if

he/she wants to use the asset.

A profile identifies the particular type of asset being described (e.g., Service, Component and so on). A profile also contains information about a profiles history of change. Information here describes the RAS profiles as developed and modified by Rational.

Provides a textual description/ summary of the asset

Contains descriptors which classify the key characteristics and behaviours of the asset that consumers are interested in (who’s using it, domains it belongs in, author, keywords, reuse-scope and son on)

Contains the location of the specific artefacts that comprise the core value of an asset - e.g., requirements documentation, various models (business object model, use-cases, analysis models, design models, class diagrams, test models), interface specifications, messages, supporting documents, location of source code, and other implementation artefacts.

Such artefacts are why consumers go looking for an asset as they define the particular problem space that the asset helps to solve.

Provides information about how to actually apply/use the asset - the artefacts in this make the asset useable to the asset consumer as it provides details with directions and steps to reuse the asset.

The quality of an asset depends to some extent on the quality of this section.Describes (if any) the relationship between

this asset to another asset

There are four kinds of relationships: aggregation, similar, dependency & parent

Page 20: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: Packaging Bundled RAS Asset

ClearCase VOB orFile System or

RAS Repository - Flashline

RASAsset

Classification

Usage

Solution

Related Assets

Artifacts & RAS XML file

RAS is realized in rasset.xml

Zipped into a .ras file

stockquote_client.ras

<asset name=“Stock Quote Web Service Client"> <description>This service can be customized for specific stocks, markets, price points, time of day, and other factors.</description> <classification> <descriptor-group> <descriptor name="Author">IBM</descriptor> <descriptor name="Keyword">stock quote, web service</descriptor> <descriptor name=“SRM_ServiceType">XYZ</descriptor> </descriptor-group> </classification> <solution> <artifact name="UseCaseModel.mdx" reference="usecasemodel.mdx" type="XDE Model"/> <artifact name="Java Code Model.mdx" reference="java code model.mdx" type="XDE Model"/> <artifact name="ServiceBindingExample.java" reference="servicebindingexample.java" type="Java"/> <artifact name="sqs-interface.wsdl" reference="sqs-interface.wsdl" type="WSDL File"/> <artifact name="sqs.wsdl" reference="sqs.wsdl" type="WSDL File"/> </solution></asset>

rasset.xml contains

the asset’s meta data

Entries point to

actual files

Page 21: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Tooling: IBM Rational And Flashline

Process Guidance

searchXDE XDEMap to multiple

repositories

CC ProductionReady Repository

Asset Production Asset Management Asset Consumption

Program Management

apply & customize

check-in

modify/refine

Flashline

CC Development Repository

Page 22: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: Extending RAS for EA And Your Assets

RAS is modeled in Rose Use EMF Eclipse plugin to read Rose model and

produce XMI-based XML schema

Provides a simple RAS profile extension mechanism by extending models in Rose, generating to EMF and generating the XMI XML schema

Rose UML Class Model Eclipse XMI-based XML Schema

Page 23: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Standards: Extending RAS – Sample RAS Pattern Profile

Yellow classes are extensions to the gray RAS Default profile classes.

Page 24: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Managing EA Assets

Publishing EA assets Registry Ease of access Tracking

Managing compliance Standards Projects Reviews

Measuring benefits Quality Value ROI

Page 25: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Levels of Control

Levels of Control No Standard Recommended Standard

Voluntary compliance Mandatory Standard

Degrees of compliance Recommended Implementation

Fail/succeeds on merits Mandatory Implementation

Compliance w/ variances

Iterative dynamic process

Page 26: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Compliance Models

Review Architectural Board of

Review Audit

Periodic, selective, punitive

Presumptive We’re all adults here

Variance With Business Case With or without

oversight

Page 27: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Enterprise Architecture Grid

Scope Business CaseType Name Recommended Mandatory Recommended Mandatory

SD Process RUP R eview B oard Enterprise Productivity, predictabilitySecurity LDAP A udit Business Unit securityServer O/S Linux A Enterprise cost savings

Windows 2000 A Non-Critical agilityOS/390 RB Business Unit reliability

Server Platform Intel/AMD P resumed Enterprise cost savingsIBM 390 RB Enterprise reliability

Database Oracle RB Enterprise information integrityMySQL RB Non-Critical cost savings

Application Server Websphere A Business Unit reliabilityTomcat P Enterprise cost savings

Standards ImplementationsElement

Page 28: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

Treasury Enterprise Architecture Framework

Page 29: © 2004 Flashline Inc. Managing Enterprise Architecture Artifacts and Assets Enterprise Architect Summit June, 2004 Charles StackGrant Larsen Founder and

© 2004 Flashline Inc.

EA Implementation

ObtainExecutive

Buy-In andSupport

EstablishManagement

Structure and Control

Define anArchitecture

Processand Approach

Develop Baseline Enterprise

ArchitectureDevelopTarget

EnterpriseArchitecture

Develop theSequencing Plan

Usethe

EnterpriseArchitecture

Maintain the EnterpriseArchitecture

Section 3.1

Section 3.2

Section 4

Section 5.2

Section 5.2

Section 5.3

Section 6

Section 7

Controland

Oversight

Controland

Oversight