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Collaborative,
Distributed Enterprise
             Modeling
             a CAiSE 2007
                Tutorial by
          Graham McLeod

            inspired!
            IT   Consulting   Training   Research   Tools
Abstract
   Collaborative, Distributed Modeling (1.5 hrs)
   For too long the architecture effort in many organizations has been
   concentrated in the hands of a few experts, usually in a central
   location.This typically causes a bottleneck where architecture cannot
   keep pace with business change and where results are not effectively
   translated to action, making architecture an "ivory tower" exercise.

   In other cases, where work is done by various groups (e.g. process,
   applications, data, technical) it is extremely difficult to integrate the
   outputs/models of the various groups meaningfully and to achieve a
   coherent "big picture". Problems include scope, notation, nomenclature,
   naming, timing, ownership and language.

   This tutorial covers how these issues can be addressed by consistent,
   shared meta models, standards, education; distributing the architecture
   effort; and new tools which support distributed collaborative modeling.

   Advantages include: higher quality input and models; acceleration of the
   architecture effort and higher levels of buy-in across the organization
   leading to higher architectural compliance and associated benefits.




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Agenda
                 Challenges for
                 Architects/Architecture in the
                 Organization
                 A Vision of Collaboration
                 Enabling Collaboration




                                          Demonstration
                                          Exercises and
                   Models
                   Methods
                   Tool Support
                 Futures
                 Questions




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Background
   Work in Enterprise Architectures since 1990
   Linking Strategy, Architectures, Programme Management,
   Delivery Methods
   Mixed Industry and Academic
   Experience with various frameworks, meta models and tools
          Zachman, Inspired, DoDAF/C4ISR
   Application in
          S.A., USA, UK, Australasia
          Banking, Assurance, Media, Healthcare,
          Retail, Communications, Government
          Particularly in high deadline pressure,
          distributed organizations
   Tool Support since 2000
     Archi


Copyright 2007
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How the EA Discipline has Evolved
                                                                       QUALITY



                                                                       RISK
            INTEGRATED                                                                                    FORMAL MODELS




                                                                                                  N
            PROGRAM




                                                                                                 O
                            M




                                                                                               TI
                             A
            MGMT

                              N




                                                               AGE




                                                                                             RA
                                                                                                      META MODEL
                               AG
                    SCENARIOS                                         COST




                                                                                           G
                                 EM




                                                                                         TE
                                                         COVER




                                                                                       IN
                                   EN
                      INDUSTRY STD                                                           PROCESS




                                                                                     &
                                     T




                                                                                 UR
                      PROCESS
                                                                     STRUCTURE




                                                                                 O
                                                                                G
                            VIA                                                      ARTIFACTS




                                                                              RI
                            PROCESS
                                                                              AGENDA
                                          AD HOC

                                     Time                  EA                        Time

                                                                             TO
                                                                               OL
                                                 TECHNOLOGY             NONE     S

                                              INFORMATION                     AD HOC
                                      E
                                   OP
                                 SC




                                          APPLICATIONS                           CASE TYPE

                                                                                            REPOSITORY
                                  ENTERPRISE

                                INDUSTRY                                                       COLLABORATIVE
                                                                                               MODELING



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Challenges
                 The Oracle at Delphi
                  All knowledge collected at a central point
                  One wise person who can provide answers
                  Long trek to get there and long wait before you get an "answer"
                  By the time you get back home you may have forgotten it, or it
                  may no longer be the "correct" one!
                  If you are the "oracle" it's a major stress




Copyright 2007
                                                                   inspired!
                                                                    IT   Consulting   Training   Research   Tools
Challenges
                  The Oracle at Delphi
                    All knowledge collected at a central point
                    One wise person who can provide answers
                    Long trek to get there and long wait before you get an "answer"
                    By the time you get back home you may have forgotten it, or it
                    may no longer be the "correct" one!
                    If you are the "oracle" it's a major stress



    Rowing in Circles
           Trying to do it all yourself
           Too busy to get perspective and maintain direction
           Too much work
           Very slow progress, if any...




Copyright 2007
                                                                      inspired!
                                                                      IT   Consulting   Training   Research   Tools
Challenges
                   The Oracle at Delphi
                      All knowledge collected at a central point
                      One wise person who can provide answers
                      Long trek to get there and long wait before you get an "answer"
                      By the time you get back home you may have forgotten it, or it
                      may no longer be the "correct" one!
                      If you are the "oracle" it's a major stress



    Rowing in Circles
           Trying to do it all yourself
           Too busy to get perspective and
           maintain direction
           Too much work
           Very slow progress, if any...                        A better scenario..



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Challenges..
   Multiple Lenses
          The more eyes/hands/heads &
          formats information passes through
          before it reaches us, the more
          inaccurate it is likely to be




Copyright 2007
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                                                   IT   Consulting   Training   Research   Tools
Challenges..
   Multiple Lenses
          The more eyes/hands/heads &
          formats information passes through
          before it reaches us, the more inaccurate
          it is likely to be




    Geography and Time
    Zones
           Difficult to get information
           from all parts of the
           organization
           Difficult to get people to
           communicate in real time



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Challenges...
   Integrating Perspectives
          Business, process, data,
          application, technical, risk, cost...
          Complicated by different
                                                  ?
          notations, semantics, naming,
          categorisation, tools, formats




Copyright 2007
                                                      inspired!
                                                       IT   Consulting   Training   Research   Tools
Challenges...
   Integrating Perspectives
          Business, process, data,
          application, technical, risk, cost...
          Complicated by different
                                                             ?
          notations, semantics, naming,
          categorisation, tools, formats




                                                  Identifying elements
                                                  consistently
                                                    Debtors DB vs Deb0010
                                                    Payroll vs QPac




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Challenge
   Using the provided "framework" for a building
   As an individual
          Fill in the framework with the relevant information regarding your own home


                         Roof




       Windows         Door


                                                             Electrical
                                    Food
      Walls                                                  Supply
                                    Heating
                                    Device
                                                    Floor

                                                                          inspired!
   Foundation
Copyright 2007                                                            IT   Consulting   Training   Research   Tools
Challenge
   Using the provided "framework" for a building
   As an individual
          Fill in the framework with the relevant information for this building


                          Roof




       Windows          Door


                                                                 Electrical
                                      Food
      Walls                                                      Supply
                                      Heating
                                      Device
                                                        Floor

                                                                              inspired!
   Foundation
Copyright 2007                                                                IT   Consulting   Training   Research   Tools
Challenge
   Using the provided "framework" for a building
   As a team
          Fill in the framework with the relevant information for this building


                          Roof




       Windows          Door


                                                                 Electrical
                                      Food
      Walls                                                      Supply
                                      Heating
                                      Device
                                                        Floor
  Foundation

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What can we learn from this?
  Seldom that one person has all the info
  Sometimes we just have a superficial understanding
         But at least we know "about" something - that it exists!
  Need a team
         Each knowledgable about their own area / environment /
         responsibility
         To put the whole picture together
  Can build the picture at various levels of detail..
         Just lists of things
         Or including relationships
         Or detailed information about things
             Many attributes
             Or whole nested architectures
  Relationships are equally important to things
  Picture could be built incrementally as we discovered things
  Helps if we have consistent naming
         And access to what others have already done
  Definitions are really important
         What is a "Food Heating Device"?
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Benefits of Collaboration
   Involvement of more
   perspectives and subject
   experts
   Higher quality input and
   models
   Distribution of effort and
   greater total effort applied
   Reduction of time to
   produce results
   Higher awareness and buy
   in of all relevant parts of the
   organization => higher
   architectural compliance
   Greater agility

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The Web vs The Library
   Library                                   Web
          Central Store                       Distributed
          One way of organizing content       n ways of organizing, indexing,
                 e.g. Dewey or Author         linking content
          Specialist Personnel                Domain expert personnel
          Limited Access                      Very Wide Access
                 Location                       Anywhere
                 Time                           Anytime
                 Assistance                     Unaided
          Single presentation format          Multiple presentation formats
          Limited search                      Powerful Search
          Dated Content                       Dynamic, Current Content
          Cool for researching the past       Better for building the future




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Like a Central Nervous System
  Multiple sensory organs
         Knowledgeable people in the organization and partners
  Filtering
         Based upon models of what we need and how it fits
  Storage & Memory
         Elements stored with rich content in repository
  Linking
         Rich connections make every item more meaningful
  Analysis
         Analysis adds meaning and new information
  Recall
         Rich query, search, reporting, formatting and output options
  Action
         Information and insights available to all other organs to
         respond appropriately
  Feedback
         Communication for how actions affect the world



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Who to Involve
  Business Goals
  Scope of Activity
         Map onto Framework
                 Coverage: Zachman
                 Process: TOGAF
         Map onto Meta Model
                 Inspired, C4ISR
         Depth (Abstraction vs Detail; Type vs Instance)
         Organization (& External)
                 Responsibility
                 Geography
         Timeframe
                 Architecture view (current, horizon)
                 Project
         Questions to be Answered
         Desired Outputs/Artifacts (Viewpoints)
  Who
         has knowledge?
         needs to be committed to result?
         will be affected by the result?
         can trip us up?
         has skills?
         can take decisions?
Copyright 2007
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Managed Chaos
   Meta Models
   Vocabulary
   Taxonomy
   (Reference Frameworks)
   Authority
   Responsibility
   Review
   Notification               Cathedral of Saint Vitus by Josef Sudek 1928


   Status




Copyright 2007
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Standards
   Naming
          Vital for consistency, searching,
          sorting, relating
   Minimum documentation
   (e.g. Description)
          One way to discourage "new"
          ones when they should be re-used
   Agreed Meta Model
          Absolutely vital to ensure:
                                                        Agreed Process
                 Coverage of required concepts and       E.g. TOGAF ADM
                 scope
                 Agreed types and their meaning
                                                        Notation
                 Required relationships                  E.g. Archimate; BPMN (we do not
                 Desired attributes                      recommend UML, except for
                 Scope of a particular effort            Data/Static Models)
                 Integration of elements from diverse
                 sources                                Only ensure a "minimal
                                                        achievement level"

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VITAL Role of Meta Model




                 Architect = Conductor
                 Meta Modeler = Arranger


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Modeling at two levels of abstraction

    Meta Model                                         Content Model

            Application                  Application                                                 Retail
                                                                  Transactional                     Banking
              Type                        Function


                 categorises             provided      Logical           categorises                provided
                                         by                                                         by



                                                       Physical
                               part of                                                 part of
            Application                    Scenario               BankMaster                        2006 Optimistic



                                Status                                                 Upgrade to
                                                                                         Rel 3




                       Framework
                       Provides
                                                           User Defined




Copyright 2007
                                                                                                               inspired!
                                                                                                               IT   Consulting   Training   Research   Tools
Meta Models Exist at Several Levels
                                                                                                                          Organization
                                                                                          Deals
                                                                                      Business Rules                                                                                                                                                                                                                                                                     Location
                                                                                                                                                                                                                                                                                         occurs at
                                                                                      gov ern
                initiates                                                                                                                                                                        Partners
                            Business                                                                                                                      responsible
                            Event

                                                                  Business Process
                                                                                                                                                          for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Class Diagrams
                                                                                                                                                                              Decision                                                                              Decision                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         dealee
          Stakeholder                                                                          Decision                Decision

                                triggers                                Step                                Step                 Step                                                                             Step                                                                                             Step                                                                                                                                                                                                                                                                                                                                                                                                                                                                         dealor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     is part of          includes parts   relates to
                                                                                                                                                                                                                                                                                                                                                                                                 supports                                                                                                                                                                                                                                                                                                               dealee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     dealor                                     Deal T ype
         received                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 quote for                                                        dealee
            by                                                                                                                                                                                                                                                                                                                         monitored                                                                                                                                                                                                                                                                                                                  Model Item
                                                                                                                                                                                                                                                                                                                                                                                                                                                            Business
                                                                                                                                                                                                                                                                                                                                       by                                                                                                                                                                                                                                                                                                                                                                                                    dealor                        initiates
                                                                                                                                                                                                                            uses/                                                                                                                                                                                                                           Goal                                                                                                                                                                                                                                                                                       supplied by       acquired by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         supports                 alters
                                includes                                                                                                                                                                                    changes
                                                                                                                                                                                                                            state of                                                                                                                                                                                                                                                                                                                                                                                                                                  member of        works for                                                                                                                                                               has associations
                                                                                                                                                                                                                                                                                                                                                     uses/
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                                                                                                                   Supported
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     dealee                                                              complies with         Busin ess Rule
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Stakeholder Type

                            SubProcess                                                                                                                                                                              Business                                                                                                                                                                                                             Key                                                                                                                                                                                                                                                                                                                                                       is related to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                is responsibility of
                                                                                                                                                                                                                    Object                                                                                                                                                                                                               Indicators                                                                                                                                                                                                                                                                                                                                                    is related to      is governed by                            is partly produced by           triggered by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       is related to
                                                                                                                                                                                                                                                                                                                          Business                                                                                                                                                                                                                                                                                                                                           affects                                                                                                                   is related to
                                                                                                                                                                                                                                                                                                                          Communication                                                                                                                                                                                                                                                                                                                                                  triggered by                                                                                                                                          A rchitecture Scenario

                                                                                                            used                                                                                          produces
                                                                                                            by                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  K ey Indicato r                               COBIT IT Resou rce Type
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                                     prov ides                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                is responsible for
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         occurs at
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 Business Function                                                            Locatio n
                                                                           Resource                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       is part of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          C OBIT C ontro l Objective       uses resource

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 includes parts
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    has control   controls governs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             is affected by accomodates                    applicable to                                                                                                                                  prone to
                                                                                                                                                 Product/Service                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           is supported by                                                    supports
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              supports                                  occurs at
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              supports     precedes                                   occurs at
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            governs                                                                                                                                                                                    has control
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               is usesof
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  part
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  controls                                                                                                                         is supported by                                                                     has control
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   is used by                                                                        Business Process                                    supports                                                                                                                  R isk Type
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               User T yp e                                                                                                                                                          is supported by                       follows
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            owns



        Conceptual Picture Models
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      System Functio n                                       ITIL C ontro l
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 owns                                                                                                                                                                                                           C OB IT Informatio n C riterion          C OB IT Domain
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       m onitors                                                                                                     secondary criteria
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     is part of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          supplies      acquires                                                           uses
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           outputs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            inputs                              output from
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    input to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    input to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 is used by      supports
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  controls
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         owned by                                                          is supportedfrom
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 output by                          governs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    triggers responsible for criterion for criterion for                                           output by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   input tofrom
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          is      secondary      primary                    inputs            includes parts       is used
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   monitors
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     produces                                                                                                                                                                                                                                   primary criterion
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               accom odates                                                                                                                             follows
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Resource Type
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            is part of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               as sists in delivering                                                                                                           categorised by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         categorises
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 A ctivity Type                                                      Assessment
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Process Activity                                                                                                precedes
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        is used by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     includes parts                                                                       application
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              quote                                                                                              employsm em bers
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         implemented by                                                                     relates to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                is part of        is supported by                                                           outputs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            inputs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  is supported by                                                                                                                                                     is responsibility of                  writes
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 prefers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              input to                      inputs                                                                supports                                                                                                              belongs to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           outputs       Busin ess Commu nication                     is related to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Resource U sag e                                      owns            App licatio n System        output from                                                                                                                                                                                                                 relates to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              has
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          relates to                                              Activity Sequence                                       Person
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  is part of                ow ns           uses
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          uses                                                                   fulfilled by                               written by                                                       Mo del
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      is governed by                                         has m em bers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            includes parts                                                                       owned by                               monitored by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                employs                employs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Bu siness Object                  Person Role           Ro le
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  uses
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                dealor                                                                                                                                                                owns
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   owned by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      is associated with                  w orks responsibility of                                                              governs                      is part of                                                                              fulfills         has m em bers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              is for                                                                                  accom odates
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    is governed by         dealee                                                                                      includes parts                            (partially) implements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  is governed by                                                                          Data Collection        governs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             is responsibility of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       is used by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         owned by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 dealor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 Business U nit                        is associated with                                  supports                    maps to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      has associations                                                                           triggers                                                                                                                      dealee
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        is produced by                                                                                                                    owns             is supported by triggers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       is governed by                                                                                         B usiness Objective                                relates to triggered by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             ow ned by parts
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              includes                                                                                                                                                                                                                                                                   works for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              ow ned by                                                              outputs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                is part of                               is responsibility of                                                                                                                                                                                                    Customer T ype
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    triggered by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  is responsible for                                                 B usiness Event
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              member of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           is associated with
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              member of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              is preferred by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          triggered by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    triggers       triggers                                                                                                                                                                 Activity Outcome
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          has associations




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Fully Attributed Models Realised in
                                                                                                                                                                                                                                                                                                    dealee


                                                                                                                                                                                                                                                                                                                                             de lor
                                                                                                                                                                                                                                                                                                                                               a
                                                                                                                                                                                                                                                                                                     i s p rt o f
                                                                                                                                                                                                                                                                                                          a                     i n cl u d e p a t
                                                                                                                                                                                                                                                                                                                                            s    rs       re l a s t
                                                                                                                                                                                                                                                                                                                                                                te o
                                                                                                                                                                                                                                  d e a o ra e e
                                                                                                                                                                                                                                       de l
                                                                                                                                                                                                                                       l                                                      De a l Ty pe
                                                                                                                                                                                                                                                                          q u te fo r
                                                                                                                                                                                                                                                                             o                                                                                       de lee
                                                                                                                                                                                                                                                                                                                                                                       a
                                                                                                                                                                  Mode l Ite m
                                                                                                                                                                                                                                                                   deal r
                                                                                                                                                                                                                                                                      o                                          i n ti a t s
                                                                                                                                                                                                                                                                                                                    i     e
                                                                                                                                                                                                                                                                               s uppiedby
                                                                                                                                                                                                                                                                                     l                       a cq u i re d b y
                                                                                                                                                                                                                                                                                  s u p p rts
                                                                                                                                                                                                                                                                                         o                                 a l t rs
                                                                                                                                                                                                                                                                                                                               e

                                                                                                                                                                      me m b e o f
                                                                                                                                                                              r           wo rk s fo r                                                                                                                                                                                                                             h a a ss o ci a ti n s
                                                                                                                                                                                                                                                                                                                                                                                                                                      s             o

                                                                                                                                                                                                                                                                                                                                                              i s re a te d to
                                                                                                                                                                                                                                                                                                                                                                    l
                                                                                                                                                                              deal r
                                                                                                                                                                                 o                                                                                                                                                                                               i s re l a t d to
                                                                                                                                                                                                                                                                                                                                                                                            e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Pa rtne r
                                                                                                                                                                                                                                                                                                                                      re l te s to
                                                                                                                                                                                                                                                                                                                                          a                                                                                                                                                                                                               B usine s s Goa l
                                                                                                                                                                                                                                 dealee                                                                                         co m p l e s w i h
                                                                                                                                                                                                                                                                                                                                       i       t               Bus ine s s R ule
                                                                                                                                                                              St a e holde r Ty pe
                                                                                                                                                                                  k
                                                                                                                                                                                                                                                                                                                                                i s re l a t d to
                                                                                                                                                                                                                                                                                                                                                           e




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      EA Repository
                                                                                                                                                                                                                                                                                                                                                                                                                                                                             i s re s p o s i b l i y o f
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         n     i t
                                                                                                                                                                                                                                                                                                                                                      i s re l a d to
                                                                                                                                                                                                                                                                                                                                                                te              i g o ve rn e d b y
                                                                                                                                                                                                                                                                                                                                                                                s                                                        i s p a rtl y p ro d u ce d b y          tri g g e re b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              d
                                                                                                                                                                                                                                                                                                                                                      i s re l a d to
                                                                                                                                                                                                                                                                                                                                                                te
                                                                                                                                                                              a c ts
                                                                                                                                                                               ffe                                                                                                                                                                    i s re l a d to
                                                                                                                                                                                                                                                                                                                                                                te
                                                                                                                                                                                                                                                                                                                                                                                                           A rc hi e ture Sc e na rio
                                                                                                                                                                                                                                                                                                                                                                                                                 t c
                                                                                                                                                                                             t i g e re d b y
                                                                                                                                                                                             rg

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Ke y Indic tor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       a                                              CO BIT IT Re s ourc e Ty pe

                                                                                                                                                                                                                                                                                                                                                                                     r e a te s to
                                                                                                                                                                                                                                                                                                                                                                                        l                 i s re s p o n i b e fo r
                                                                                                                                                                                                                                                                                                                                                                                                                        s l
                                                                                                                                                                                                                                                                                                                                                                                                                                i re sp o n s i l e fo r
                                                                                                                                                                                                                                                                                                                                                                                                                                s             b                                                                                                           in lud s pa
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            c   e    rts
                                                                                                                                                                                                                                                                                                                                                i re sp o n si b l e fo r
                                                                                                                                                                                                                                                                                                                                                s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                     o c cu rs at
                                                                                                                                                                                                                                                                                                                                                                                        Bus ine s s Func tion                                                                                   Loc a tion
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    i s p a rt o f
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          C OBIT C ontrol Obje c tive             u se s re so u rc e

                                                                                                                                                                                                                                                                   i s a ffe cte d sn tro l c c o o d a tro l s g o v e n
                                                                                                                                                                                                                                                                         i n c l sd e b y a rts
                                                                                                                                                                                                                                                                             h u co p a
                                                                                                                                                                                                                                                                               a                 m c o te s
                                                                                                                                                                                                                                                                                                      n                               a p l i ca b l to
                                                                                                                                                                                                                                                                                                                                       p           e                                                                                                                                                                                 p ro n to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           e
                                                                                                                                                                                                                                                                                                                i s su r p o rt d b y
                                                                                                                                                                                                                                                                                                                       p s e                                                                              s u p o rts
                                                                                                                                                                                                                                                                                                                                                                                                               p
                                                                                                                                                                                                                                                                                                                                                                                                          s u p o rts
                                                                                                                                                                                                                                                                                                                                                                                                               p                                                    o c cu rs a t
                                                                                                                                                                                                                                                                                                                                                                                                          s u p o rts
                                                                                                                                                                                                                                                                                                                                                                                                               p             p re ce d e s                                           o cc u rs a t
                                                                                                                                                                                                                                           g o v e rn s                                                                                                                                                                                                                                                     h a s co n tro l
                                                                                                                                                                                                                                                i s u s etro l s
                                                                                                                                                                                                                                                    c on of
                                                                                                                                                                                                                                                    p a rt                                                                                                                                                                             i s s u p o rte d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                p                                                                                                   has c on l
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            tro
                                                                                                                                                                                       i u se d b y
                                                                                                                                                                                       s                                                                 s                                            Bus ine s Proc e s s
                                                                                                                                                                                                                                                                                                               s                                                             s upports                                                                                                                                                           Ris k Type
                                                                                                                                                              Us e r Ty pe                                                                                                                                                                                                                  i su p p o rte b y
                                                                                                                                                                                                                                                                                                                                                                                            s             d                                       fo l o ws
                                                                                                                                                                                                                                                                                                                                                                                 o n
                                                                                                                                                                                                                                                                                                                                                                                  w s
                                                                                                                                                                                                                                                                                                                                                                                                                      Sy s te m Fu tion
                                                                                                                                                                                                                                                                                                                                                                                                                                  nc                                                           ITIL C ontrol
                                                                                                                                                                                                                                                                        o wn s                                                                                                                                                                                                                                                                                   C OB T Inform a tion Cr t e o n
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      I                  i ri                    CO BIT Dom a in
                                                                                                                                                                                                                                                                                                                                                                      m o n i o rs
                                                                                                                                                                                                                                                                                                                                                                            t                                                                                                                                                  se cp n d a ry cri te ri
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               i s o rt o f
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     a                a
                                                                                                                                                                                                                                         su p p l i s
                                                                                                                                                                                                                                                  e            a c q i re s
                                                                                                                                                                                                                                                                    u
                                                                                                                                                                                                                                                                                                                                                       u es
                                                                                                                                                                                                                                                                                                                                                        s
                                                                                                                                                                                                                                          o i n p ts
                                                                                                                                                                                                                                            u tp u             i s s u po u rte d fro
                                                                                                                                                                                                                                                                         po ut by             oi stpu se f t m
                                                                                                                                                                                                                                                                                               u i u t u ob
                                                                                                                                                                                                                                                                                                     n p r to
                                                                                                                                                                                                                                                                                                          d y        s c o n t rtss
                                                                                                                                                                                                                                                                                                                       uppr o
                                                                                                                                                                                                                                                                                                                            o l
                                                                                                                                                                        ow n d by
                                                                                                                                                                            e                                                                                              tp        m              tri g g e s re p osne cb l e fo r c ri te i n fo r
                                                                                                                                                                                                                                                                                                             rs s
                                                                                                                                                                                                                                                                                                             i          g o o d a ry
                                                                                                                                                                                                                                                                                                                             n
                                                                                                                                                                                                                                                                                                                         si ve rn s          r o ry                                                                                    o p u u to b y
                                                                                                                                                                                                                                                                                                                                                                                                                                       i n tp t e fro m
                                                                                                                                                                                                                                                                                                                                            p ri m a c ri e ri o n fo r
                                                                                                                                                                                                                                                                                                                                                         t                    i p u ts
                                                                                                                                                                                                                                                                                                                                                                              n                           i n cl u d e s p a rts       i su s t
                                                                                                                                                                                                                                                                                                                                                                                                                                           u d
                                                                                                                                                                                                             p ro d u e s
                                                                                                                                                                                                                     c                                                                        e xh i b i e d rs y
                                                                                                                                                                                                                                                                                                   mo t i to b
                                                                                                                                                                                                                                                                                                        n               in lud s
                                                                                                                                                                                                                                                                                                                          c      e                                                                                                                                                              i n c l d e s p a rts
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      u                                                m o n i t re d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               o
                                                                                                                                                                                                               g o e rn s
                                                                                                                                                                                                                  v                P roduc t-Se rv ic C a gory
                                                                                                                                                                                                                                                     e   te                                                                                                                                                                                                                                                                                   p ri a ry cri te ri n
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 m              o                                 inc l dedin
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      u
                                                                                                                                                                                                                                                                                                                                                                                                                                   a c o mo d a te
                                                                                                                                                                                                                                                                                                                                                                                                                                    c             s                                                                                                                                                             f l l o ws
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                o
                                                                                                                                                                                                                                                                                                                                                                                           R esour c Ty pe
                                                                                                                                                                                                                                                                                                                                                                                                    e
                                                                                                                                                                                                                                                                     a s si s ts i n d ei l i p a rt gf
                                                                                                                                                                                                                                                                                          sv e ri n o                                                                                                                                                       c a t g o ri se d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                           ca te g o ri A st i ity Ty pe
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      s ec v                                                                         A s essme
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        s     nt
                                                                                                                                                                                                                                                                                                                                                                                                                                              Proc e s s Ac tivity                                                                                                                            p re c e e s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      d
                                                                                                                                                                                                                                                        i n c i sd e sep a rts
                                                                                                                                                                                                                                                              l us dby
                                                                                                                                                                                                                                                              u                                                                                                             i a p l i ca ti o
                                                                                                                                                                                                                                                                                                                                                                            s a l p re d te
                                                                                                                                                                                                                                                                                                                                                                                te q u o b n y                                                                                                                           e m p o y sme m b e rs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              las
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              h                                                                                         A rtifa c t
                                                                                                                                                                                                                                                                i m p e m e te d b y
                                                                                                                                                                                                                                                                     l                                                                                                          r e a te s to
                                                                                                                                                                                                                                                                                                                                                                                    l
                                                                                                                                                                                                                                                                           i n p a rt o f
                                                                                                                                                                                                                                                                           s                      i s su p p o rte b y
                                                                                                                                                                                                                                                                                                                  d                                                                                   opuu
                                                                                                                                                                                                                                                                                                                                                                                                      i u tp tsts
                                                                                                                                                                                                                                                                                                                                                                                                      n
                                                                                                                                                                                                                                                                                                  i s su p p o rte b y
                                                                                                                                                                                                                                                                                                                  d                                                                                                                                                                                                             i re sp o n si b i l ty o f
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                s                  i
                                                                                                                                                                                                                                                   p re f rs
                                                                                                                                                                                                                                                        e                                                                                                                                                                                                                                                                                                                          wri tes
                                                                                                                                                                                                                                                                                                                        i p u t to
                                                                                                                                                                                                                                                                                                                        n                                    i p u ts
                                                                                                                                                                                                                                                                                                                                                             n
                                                                                                                                                                                                                                                                                                                                                           o tp u ts
                                                                                                                                                                                                                                                                                                                                                            u                 Bus ine s s C om munic a tion                                  i re l te d tosu p p o
                                                                                                                                                                                                                                                                                                                                                                                                                                             s    a                rts                                                                                                                                          belo gs t
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    n    o
                                                                                                                                                                                 R e ourc e Us a ge
                                                                                                                                                                                    s                                                                     o wn s                                                        o tp u t f o m
                                                                                                                                                                                                                                                                                                                         u         r
                                                                                                                                                                                                                                                                             Applic ation Sy s te m                                                                                                                                                                                                                                                                                                                   h a a te s to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       rel
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         s
                                                                                                                                                                                                                                                                                                                                                          re l te s to
                                                                                                                                                                                                                                                                                                                                                             a                                                                        Ac tiv i y Se que nc e
                                                                                                                                                                                                                                                                                                                                                                                                                                             t                                                                  Pe rs on
                                                                                                                                                                                                                                                                                                                        i s p rt o f
                                                                                                                                                                                                                                                                                                                             a                              o wn s             u se se s
                                                                                                                                                                                                                                                                                                                                                                                  us                                                                                           fu l fi l e d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     l                                                 wri tte n b y                                                                    M ode l
                                                                                                                                                                                                                                                                                                                                                                                                                                                                 is gov e ed by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                           rn
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        h a m e mb e rs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           s
                                                                                                                                                                                                                                                                                       i c l u e s p rts
                                                                                                                                                                                                                                                                                       n      d     a                                                                                                        o wn e d b y                                          mo n i to e e b p l o s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                            r dm y y                        em poy s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                l
                                                                                                                                                                                                                                                                                                                                                              Bus ine s s O bje ct                           Pe rs onRole                    R ole
                                                                                                                                                                                                                                                                                                                       us es
                                                                                                                               i s a ss o ci a te wi th
                                                                                                                                                 d             d alor
                                                                                                                                                                e                                                                                                                                                                                                                          o wn o wn s
                                                                                                                                                                                                                                                                                                                                                                                                e d by                                                                                h s m e b e rs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       a     m
                                                                                                                                                                           wo rks fo rp o n i b i i ty o f
                                                                                                                                                                                i s res     s l                                                                                                 g v e rn a c c o o d a s
                                                                                                                                                                                                                                                                                                 o      s       m     te                     i p a rt o f
                                                                                                                                                                                                                                                                                                                                             s                                                                                                                 fu l fi l s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                     l
                                                                                                                                                                    i g o ve rn e d b y
                                                                                                                                                                    s                            deaee l                                                                                                                            i c l d e s p a rts
                                                                                                                                                                                                                                                                                                                                    n u                                                 (p a rti l l y) i m p l m e n
                                                                                                                                                                                                                                                                                                                                                                                               a              e      ts
                                                                                                                                                                                     i g o ve rn e d b y
                                                                                                                                                                                     s                                                                                                                                D a Colle c tion
                                                                                                                                                                                                                                                                                                                         ta                      g o ve rn s
                                                                                                                                                                                                                                                                                                                                                                                                                                              is us edby s p ns i iliy of
                                                                                                                                                                                                                                                                                                                                                                                                                                                     i s re o   b t
                                                                                                                                                                                                                                        o wn e d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         de lor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           a
                                                                                                                                                                                   Bus ine s Unit
                                                                                                                                                                                          s                                          i s a s o i a t d wi th
                                                                                                                                                                                                                                          s c e                                                                  su p p o rts                           m a p s to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          dealee
                                                                                                                                                                                                                                   h a s a ss o c i ti o s
                                                                                                                                                                                                                                                  a n                                                                                 i s s u p o rte d b tri g g e g e
                                                                                                                                                                                                                                                                                                                                               p           y        tri g rs
                                                                                                                                i ss g ro e rn e d b y
                                                                                                                                  i p v du e b
                                                                                                                                      o       c d y                                                                                                                 Bus ine s s O bje c e
                                                                                                                                                                                                                                                                                       tiv                      o ns
                                                                                                                                                                                                                                                                                                                 w                              re a te s to tri g g re s b y
                                                                                                                                                                                                                                                                                                                                                  l                 e d
                                                                                                                                                                                                                                                                                                                                                                        r
                                                                                                                                       o w n u d bsy p a rt
                                                                                                                                         i n cl d e
                                                                                                                                              e           s                                                                                                                                                                                                                                                                                                                                                   w o rks fo r
                                                                                                                                                                                                   o wn e d b y                                                                                           o u u ts
                                                                                                                                                                                                                                                                                                             tp
                                                                                                                                                               i s p rt o f
                                                                                                                                                                    a                                      t i g e re d b yo n i b i i ty o f
                                                                                                                                                                                                           r g is r e p s l
                                                                                                                                                                                                                       s                                                                                                                                                                                                                                                                                                  Cus tom e Ty
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   r  pe
                                                                                                                                                                                                                                                    i re s p n s i l e f r
                                                                                                                                                                                                                                                    s       o    b     o                                                                           Bus ine s Ev e nt
                                                                                                                                                                                                                                                                                                                                                          s
                                                                                                                                                                                                 i s a s so c i a d wi th
                                                                                                                                                                                                                 te                                                                                                                                                                                                                                                                              m e mb e r o f
                                                                                                                                                                                m e mb e r o f
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               i s p re fe rre d b y
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    tri g e re d b
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         g        y
                                                                                                                                                                                                                                                                                                                           tri g g ers           tri g e rs
                                                                                                                                                                                                                                                                                                                                                      g                                                                                                                                                                                                                            Ac tiv ity O utc om e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                h a a ss o ci a ti o s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   s                n




Copyright 2007
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        inspired!
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           IT          Consulting                          Training   Research   Tools
Business Architecture Excerpt

                                                                           Business
                              Project                                                                                                Business Event
                                                                        Communication


                                                                                                             relates to

                                          is altered by




                                                                                                outputs
                                                                              inputs
                                                                                                          includes parts
                                 includes parts


                                             occurs at                  Business Process                             triggered by
                     Location                                                                                             triggers




                                                                              is supported by
                                                           is part of
                                 includes parts
                                                                                                              uses

                                                                                                                                        Business Object
                  Organisation                      owned by
                  Unit

                                  includes parts


                                                                              Application Service                                        System Software
                   Business                       is supported by
                                                                                                                                            Service
                   Goal

                                  includes parts



                 Business Function/           is supported by
                 Business Service




Copyright 2007
                                                                                                                                                      inspired!
                                                                                                                                                      IT   Consulting   Training   Research   Tools
Information Architecture Excerpt

                                  DBMS - File System                                                              Data Collection Type




                                                             is used by
                                                                            is an instance of


                                                                                                                      Subject Area

     Application System    uses               Data Collection
                                                                                                   implements




                                                                                                                                     includes
                                                                                      includes parts
                                                                                                        role of                                      contains
                                   is responsible for



      Physical Platform   hosts                                           governs                                    Business Object



                                                                                                       specialises                                    references
                                                                                                                        is used by




                                                        Organisation                            Business Process                                     Application
          Person/Role
                                                            Unit                                                                                       System




Copyright 2007
                                                                                                                                                inspired!
                                                                                                                                                IT   Consulting   Training   Research   Tools
Applications Architecture Excerpt

                                                                                                    Organisation




                                                                                                          owns
                                                                                                                                     provides         Application Service




                                                                         categorises                                         supplied by
                   Interface Type            Application Type                                                                                               Vendor


                                         categorises
                                                                   is used by                                      includes parts


                                                                   provided by
                   Business Object                                                                                                  requires
                                                       Interface                                 Application System                                    System Software
                                                                                                                                                           Service

                                                used by
                   Data Collection                                                  is part of                                is partly produced by



                                                                    produces
                                                        Project                                                                                       Development Tool
                 DBMS - File System


                                                                     is responsible for                                             occurs at
                                                Person/Role                                                                                                Location




                                                                        served by                                            runs on
                                                  User Group                                                                                          Physical Platform




                                                                                                                                                        Platform Type




Copyright 2007
                                                                                                                                                                 inspired!
                                                                                                                                                                 IT   Consulting   Training   Research   Tools
Technical Architecture Excerpt
                                                Organisation
                                                   Unit


                                                                                     occurs at




                                                       owns
                                                                                                                      Location




                                                                                 is responsibility of
                                             Physical Platform                                                        Person/Role




                                                       accommodates

                                                                                        Development
                   Data Collection           Application System                         Tool                                 System Software




                                                                                                                                    provides
                                                                                                        categorises
                                                                             hosts
                                                     hosts




                                 hosted by



                                                                                   Development Tool
                 DBMS - File System            Platform Type                       Type                                      System Software
                                                                                                                                 Service

                                                                      provides




Copyright 2007
                                                                                                                                               inspired!
                                                                                                                                               IT   Consulting   Training   Research   Tools
Aspects of a Business
        BUSINESS
       OBJECTIVES
                    CLIENTS, MARKETS
                                       PRODUCTS/SERVICES

                                                             PROCESSES




                               ORGANISATION/
                                CHANNELS


                                                    INFORMATION                  SYSTEMS
                                                                                     Hello,
                                                              TECHNICAL            everyone!



                                                           INFRASTRUCTURE
                                                                       Hello,
                                                                     everyone!




Copyright 2007
                                                                                               inspired!
                                                                                               IT   Consulting   Training   Research   Tools
Aspects Coordinated

                        PROCESSES        SYSTEMS

                 PRODUCTS/SERVICES        INFORMATION
                                              TECHNICAL
           CLIENTS, MARKETS                INFRASTRUCTURE

           BUSINESS                             ORGANISATION/
          OBJECTIVES                              CHANNELS




Copyright 2007
                                                        inspired!
                                                        IT   Consulting   Training   Research   Tools
Role of Ontologies and Reference Models

  Ontology
         ..seeks to describe or posit the basic categories and relationships of being or existence to
         define entities and types of entities within its framework
         Wikipedia
  Reference Models (e.g. TOGAF TAM)
         Provide basic categories and interrelationships for organizing architecture knowledge
         e.g. Kinds of application systems; kinds of system software; kinds of data
  Extremely useful in
         Providing (a relatively small number of)
         logical or abstract categories
         to help us understand the (relatively large
         numbers of) architecture elements
         ALSO to act as a check list when we are
         looking for architecture elements
                 e.g. What applications do we have for Supplier
                 Management; What Multimedia data do we store;
                 What Security Related system software do we have...
         Can provide a language independent reference system
                 Very important in multi nationals with multiple language communities




Copyright 2007
                                                                                        inspired!
                                                                                        IT   Consulting   Training   Research   Tools
Process
   Identify Participants & Roles
   Educate Participants
   Deploy Mechanism/Tools                                A
   Collect Lists                                         B
          Use prepopulated taxonomies to accelerate      C
          Use pre-existing lists, models and documents   D
          Possible use of automated collection (but      E
          beware glut of meaningless data)               ...


CAiSE'08 Organization
Left side of room: List 5 Business Goals & 5 Business Events that
you would need to deal with
Right side of room: List 5 Business Objects & 5 Business Processes
required

Copyright 2007
                                                               inspired!
                                                               IT   Consulting   Training   Research   Tools
Process...
   Identify Participants & Roles
   Educate
   Deploy Mechanism                                      A
   Collect Lists                                         ..B
          Use prepopulated taxonomies to accelerate      C
          Use pre-existing lists, models and documents   ..D
          Possible use of automated collection (but      ..E
          beware glut of meaningless data)
   Organize into Hierarchies
          Describe

CAiSE'08 Organization
In a small group, collect 10-12 Elements of a type (e.g. Business
Process). See if it is meaningful to rationalise these and arrange
in a hierarchy

Copyright 2007
                                                                inspired!
                                                                IT   Consulting   Training   Research   Tools
Process...
   Identify Participants & Roles
   Educate
   Deploy Mechanism
                                                      A
   Collect Lists                                      ..B
          Use prepopulated taxonomies to              C     1
          accelerate
                                                      ..D   ..1.1
          Use pre-existing lists, models and
          documents                                   ..E   2
          Possible use of automated collection (but         ..2.1
          beware glut of meaningless data)                  ..2.2
   Organize into Hierarchies
          Describe
   Link Across Types
CAiSE'08 Organization
OK, lets see how these could be related across the two groups..
Copyright 2007
                                                               inspired!
                                                               IT   Consulting   Training   Research   Tools
Process...
   Identify Participants & Roles
   Educate
   Deploy Mechanism
                                           A
   Collect Lists                           ..B
   Organize into Hierarchies               C     1
          Describe                         ..D   ..1.1
   Link Across Types                       ..E   2
   Verify                                        ..2.1
                                                 ..2.2
   Enhance Detail
                                   2.2 Name
          Expand Attributes        Prop1 xxxx
          Decompose                Prop2 123
                                         456
   Enhance Abstraction             Prop3 abc

   Plan Forward
CAiSE'08 Organization - Demonstrate
Copyright 2007
                                                    inspired!
                                                    IT   Consulting   Training   Research   Tools
Role of Repository and Tooling
   Framework
   Provides lense thru which to                               Artifacts
   view
                                                                                                                         Stakeholders
   Model Types
   Define structure, content and                                                 User
   notation for artifacts/Viewpoints                                             Interfaces
                                                                                                                   Guidance
   Meta Model
   Defines and relates all
   required concepts, drives
   capture and viewing interfaces

   Content Models                                    Framework                                                    EA Method
   Express the architecture                                                                                       e.g. TOGAF ADM
   content
                                                       (FEAF)
   EA Method
   Guides stakeholders and
                                         Framework
   facilitates the process               (Zachman)
   Tool
   Provides facilities to capture,
   edit, store, relate, model, report,                                                                     Tool
   search, analyse and share




                                                ModelTypes                ModelTypes




                                                                                              Repository
                                                         Meta Model
       External
       Artifacts                                     Content Models




Copyright 2007
                                                                                                                    inspired!
                                                                                                                    IT   Consulting   Training   Research   Tools
Product Architecture
Architects           System Admin         Strategist   Program/Project Mgr    Analysts and Modelers   Meta Modeler

                                                                Desktop                                In Browser
         Web                                                    Products                               Graphical
         Client     OLE                                         e.g. Visio                             Modeler
                             DESKTOP
                           DESKTOP
                              APPLIC.
                            APPLIC.
                                                           COM+
                                                          Requestor
                       e.g. Word, Excel


                  HTML
                  HTTP/S
                                                                       XML                  Lan or WWW


                                                                                                                                            External
                                                                                                                                             External
                                          Web Server                                                                                          External
                                                                                                                                             Pages
                                                                                                                                              Pages
                                                                                                                                               Pages
                                 CGI
                                               Graphical Modeling Interface
                                                                                       System
                                                                                       Settings
                      Archi/Webmodeler Server                                                               Templates
                                                                                     Meta Model
                                                                SQL                                       Managed
                                                                                                           Managed
                                    Relational DBMS                                     User                 Managed
                                                                                       Models               Documents




Copyright 2007
                                                                                       Directories
                                                                                                           inspired!
                                                                                                           IT   Consulting   Training   Research   Tools
Tool Support
   Adapt Meta Model
          Standard
          Enhance for Goals
          Reduce for Scope
          Also as the project progresses...
   Assign Responsibilities
          Person vs Model Fragment vs Role
   Capture Lists
          What have we got
          Naming Standards
   Organize Hierarchies
          Natural e.g. Organization; Geography
          Abstraction e.g. Process Hierarchy;
          Service Hierarchy; Application Types
          Could be multiple for a type



Copyright 2007
                                                     inspired!
                                                     IT   Consulting   Training   Research   Tools
Tool Support...
  Link Across Types
         Relate, Cross Reference
         Search/filter and link
         May be data about relationship too..
         Build Graphical Model
  Enhance Detail
         Populate required attributes per type
         Decompose
  Event Notification
         Who has done something of interest to me?
         What data has arrived?
  Communication
         News Threads
         Wiki Features
  Difference Identification
         Across Time (Delta Browser)
         Between Models
         (Difference Models in GM)



Copyright 2007
                                                           inspired!
                                                           IT   Consulting   Training   Research   Tools
Tool Support...
   Sharing outputs
          Browsing the "knowledge space"
          Reports, Generated Documents
          Anonymous Access, Portal, Web
          Sites
          Feed to other tools e.g. CSV to
          Excel, XML to analysis tools
          Star Schema to DSS tools
   Web
   + Repository
   + Meta Model
   + View Points
                 Capture Templates/Forms
                 Reports
                 Matrices
                 Graphical Models
     + Security
     + Open Exchange
Copyright 2007
                                                  inspired!
                                                  IT   Consulting   Training   Research   Tools
Futures
  Virtual Whiteboarding
  Video Conferencing
  3D Spaces
         geoDec
         Miramar
         Croquet

  Research
         Advanced meta modeling
         techniques
         Collaborative modeling in
         virtual spaces
  What we can learn from online games
         e.g. Spore from Will Wright
  Emergence
         Where architectures connect themselves from elements endowed with behaviour and rules


"The best way to predict the future is to invent it"
                                                                            inspired!
 Alan Kay

Copyright 2007                                                              IT   Consulting   Training   Research   Tools
References
 Archimate information at:
 http://www.telin.nl/index.cfm?project=ArchiMate&language=en
 Croquet Consortium
 http://www.opencroquet.org
 Inspired, Enterprise Architecture Frameworks
 http://www.inspired.org
 Inspired, Archi Tool Architecture, internal documentation
 Intel, Miramar project
 http://developer.intel.com/technology/itj/index.htm
 Open Group, Togaf 8.1.1 Enterprise Edition, http://www.opengroup.org
 University of Southern California, geoDec project
 http://infolab.usc.edu/projects/geodec/index.jsp
 Wikipedia, http://www.wikipedia.com
 Zachman Framework info, Zachman Institute for Framework Advancement,
 http://www.zifa.org




Copyright 2007
                                                              inspired!
                                                              IT   Consulting   Training   Research   Tools
Contact
                 Graham McLeod
                 graham@inspired.org
                 +27 82 578 1834
                 Inspired
                 www.inspired.org
                 +27 21 531 5404




Copyright 2007
                                       inspired!
                                       IT   Consulting   Training   Research   Tools

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Distributed Collaborative Enterprise Modeling Tutorial @ CAiSE'07

  • 1. Collaborative, Distributed Enterprise Modeling a CAiSE 2007 Tutorial by Graham McLeod inspired! IT Consulting Training Research Tools
  • 2. Abstract Collaborative, Distributed Modeling (1.5 hrs) For too long the architecture effort in many organizations has been concentrated in the hands of a few experts, usually in a central location.This typically causes a bottleneck where architecture cannot keep pace with business change and where results are not effectively translated to action, making architecture an "ivory tower" exercise. In other cases, where work is done by various groups (e.g. process, applications, data, technical) it is extremely difficult to integrate the outputs/models of the various groups meaningfully and to achieve a coherent "big picture". Problems include scope, notation, nomenclature, naming, timing, ownership and language. This tutorial covers how these issues can be addressed by consistent, shared meta models, standards, education; distributing the architecture effort; and new tools which support distributed collaborative modeling. Advantages include: higher quality input and models; acceleration of the architecture effort and higher levels of buy-in across the organization leading to higher architectural compliance and associated benefits. Copyright 2007 inspired! IT Consulting Training Research Tools
  • 3. Agenda Challenges for Architects/Architecture in the Organization A Vision of Collaboration Enabling Collaboration Demonstration Exercises and Models Methods Tool Support Futures Questions Copyright 2007 inspired! IT Consulting Training Research Tools
  • 4. Background Work in Enterprise Architectures since 1990 Linking Strategy, Architectures, Programme Management, Delivery Methods Mixed Industry and Academic Experience with various frameworks, meta models and tools Zachman, Inspired, DoDAF/C4ISR Application in S.A., USA, UK, Australasia Banking, Assurance, Media, Healthcare, Retail, Communications, Government Particularly in high deadline pressure, distributed organizations Tool Support since 2000 Archi Copyright 2007 inspired! IT Consulting Training Research Tools
  • 5. How the EA Discipline has Evolved QUALITY RISK INTEGRATED FORMAL MODELS N PROGRAM O M TI A MGMT N AGE RA META MODEL AG SCENARIOS COST G EM TE COVER IN EN INDUSTRY STD PROCESS & T UR PROCESS STRUCTURE O G VIA ARTIFACTS RI PROCESS AGENDA AD HOC Time EA Time TO OL TECHNOLOGY NONE S INFORMATION AD HOC E OP SC APPLICATIONS CASE TYPE REPOSITORY ENTERPRISE INDUSTRY COLLABORATIVE MODELING Copyright 2007 inspired! IT Consulting Training Research Tools
  • 6. Challenges The Oracle at Delphi All knowledge collected at a central point One wise person who can provide answers Long trek to get there and long wait before you get an "answer" By the time you get back home you may have forgotten it, or it may no longer be the "correct" one! If you are the "oracle" it's a major stress Copyright 2007 inspired! IT Consulting Training Research Tools
  • 7. Challenges The Oracle at Delphi All knowledge collected at a central point One wise person who can provide answers Long trek to get there and long wait before you get an "answer" By the time you get back home you may have forgotten it, or it may no longer be the "correct" one! If you are the "oracle" it's a major stress Rowing in Circles Trying to do it all yourself Too busy to get perspective and maintain direction Too much work Very slow progress, if any... Copyright 2007 inspired! IT Consulting Training Research Tools
  • 8. Challenges The Oracle at Delphi All knowledge collected at a central point One wise person who can provide answers Long trek to get there and long wait before you get an "answer" By the time you get back home you may have forgotten it, or it may no longer be the "correct" one! If you are the "oracle" it's a major stress Rowing in Circles Trying to do it all yourself Too busy to get perspective and maintain direction Too much work Very slow progress, if any... A better scenario.. Copyright 2007 inspired! IT Consulting Training Research Tools
  • 9. Challenges.. Multiple Lenses The more eyes/hands/heads & formats information passes through before it reaches us, the more inaccurate it is likely to be Copyright 2007 inspired! IT Consulting Training Research Tools
  • 10. Challenges.. Multiple Lenses The more eyes/hands/heads & formats information passes through before it reaches us, the more inaccurate it is likely to be Geography and Time Zones Difficult to get information from all parts of the organization Difficult to get people to communicate in real time Copyright 2007 inspired! IT Consulting Training Research Tools
  • 11. Challenges... Integrating Perspectives Business, process, data, application, technical, risk, cost... Complicated by different ? notations, semantics, naming, categorisation, tools, formats Copyright 2007 inspired! IT Consulting Training Research Tools
  • 12. Challenges... Integrating Perspectives Business, process, data, application, technical, risk, cost... Complicated by different ? notations, semantics, naming, categorisation, tools, formats Identifying elements consistently Debtors DB vs Deb0010 Payroll vs QPac Copyright 2007 inspired! IT Consulting Training Research Tools
  • 13. Challenge Using the provided "framework" for a building As an individual Fill in the framework with the relevant information regarding your own home Roof Windows Door Electrical Food Walls Supply Heating Device Floor inspired! Foundation Copyright 2007 IT Consulting Training Research Tools
  • 14. Challenge Using the provided "framework" for a building As an individual Fill in the framework with the relevant information for this building Roof Windows Door Electrical Food Walls Supply Heating Device Floor inspired! Foundation Copyright 2007 IT Consulting Training Research Tools
  • 15. Challenge Using the provided "framework" for a building As a team Fill in the framework with the relevant information for this building Roof Windows Door Electrical Food Walls Supply Heating Device Floor Foundation Copyright 2007 inspired! IT Consulting Training Research Tools
  • 16. What can we learn from this? Seldom that one person has all the info Sometimes we just have a superficial understanding But at least we know "about" something - that it exists! Need a team Each knowledgable about their own area / environment / responsibility To put the whole picture together Can build the picture at various levels of detail.. Just lists of things Or including relationships Or detailed information about things Many attributes Or whole nested architectures Relationships are equally important to things Picture could be built incrementally as we discovered things Helps if we have consistent naming And access to what others have already done Definitions are really important What is a "Food Heating Device"? Copyright 2007 inspired! IT Consulting Training Research Tools
  • 17. Benefits of Collaboration Involvement of more perspectives and subject experts Higher quality input and models Distribution of effort and greater total effort applied Reduction of time to produce results Higher awareness and buy in of all relevant parts of the organization => higher architectural compliance Greater agility Copyright 2007 inspired! IT Consulting Training Research Tools
  • 18. The Web vs The Library Library Web Central Store Distributed One way of organizing content n ways of organizing, indexing, e.g. Dewey or Author linking content Specialist Personnel Domain expert personnel Limited Access Very Wide Access Location Anywhere Time Anytime Assistance Unaided Single presentation format Multiple presentation formats Limited search Powerful Search Dated Content Dynamic, Current Content Cool for researching the past Better for building the future Copyright 2007 inspired! IT Consulting Training Research Tools
  • 19. Like a Central Nervous System Multiple sensory organs Knowledgeable people in the organization and partners Filtering Based upon models of what we need and how it fits Storage & Memory Elements stored with rich content in repository Linking Rich connections make every item more meaningful Analysis Analysis adds meaning and new information Recall Rich query, search, reporting, formatting and output options Action Information and insights available to all other organs to respond appropriately Feedback Communication for how actions affect the world Copyright 2007 inspired! IT Consulting Training Research Tools
  • 20. Who to Involve Business Goals Scope of Activity Map onto Framework Coverage: Zachman Process: TOGAF Map onto Meta Model Inspired, C4ISR Depth (Abstraction vs Detail; Type vs Instance) Organization (& External) Responsibility Geography Timeframe Architecture view (current, horizon) Project Questions to be Answered Desired Outputs/Artifacts (Viewpoints) Who has knowledge? needs to be committed to result? will be affected by the result? can trip us up? has skills? can take decisions? Copyright 2007 inspired! IT Consulting Training Research Tools
  • 21. Managed Chaos Meta Models Vocabulary Taxonomy (Reference Frameworks) Authority Responsibility Review Notification Cathedral of Saint Vitus by Josef Sudek 1928 Status Copyright 2007 inspired! IT Consulting Training Research Tools
  • 22. Standards Naming Vital for consistency, searching, sorting, relating Minimum documentation (e.g. Description) One way to discourage "new" ones when they should be re-used Agreed Meta Model Absolutely vital to ensure: Agreed Process Coverage of required concepts and E.g. TOGAF ADM scope Agreed types and their meaning Notation Required relationships E.g. Archimate; BPMN (we do not Desired attributes recommend UML, except for Scope of a particular effort Data/Static Models) Integration of elements from diverse sources Only ensure a "minimal achievement level" Copyright 2007 inspired! IT Consulting Training Research Tools
  • 23. VITAL Role of Meta Model Architect = Conductor Meta Modeler = Arranger Copyright 2007 inspired! IT Consulting Training Research Tools
  • 24. Modeling at two levels of abstraction Meta Model Content Model Application Application Retail Transactional Banking Type Function categorises provided Logical categorises provided by by Physical part of part of Application Scenario BankMaster 2006 Optimistic Status Upgrade to Rel 3 Framework Provides User Defined Copyright 2007 inspired! IT Consulting Training Research Tools
  • 25. Meta Models Exist at Several Levels Organization Deals Business Rules Location occurs at gov ern initiates Partners Business responsible Event Business Process for Class Diagrams Decision Decision dealee Stakeholder Decision Decision triggers Step Step Step Step Step dealor is part of includes parts relates to supports dealee dealor Deal T ype received quote for dealee by monitored Model Item Business by dealor initiates uses/ Goal supplied by acquired by supports alters includes changes state of member of works for has associations uses/ is related to Decision Decision Decision Decision generates dealor is related to Supported Step Step Step Step Step Partn er by relates to B usiness Goal dealee complies with Busin ess Rule Stakeholder Type SubProcess Business Key is related to is responsibility of Object Indicators is related to is governed by is partly produced by triggered by is related to Business affects is related to Communication triggered by A rchitecture Scenario used produces by K ey Indicato r COBIT IT Resou rce Type Application relates to is responsible for prov ides is responsible for is responsible for includes parts occurs at Business Function Locatio n Resource is part of C OBIT C ontro l Objective uses resource includes parts has control controls governs is affected by accomodates applicable to prone to Product/Service is supported by supports supports occurs at supports precedes occurs at governs has control is usesof part controls is supported by has control is used by Business Process supports R isk Type User T yp e is supported by follows owns Conceptual Picture Models System Functio n ITIL C ontro l owns C OB IT Informatio n C riterion C OB IT Domain m onitors secondary criteria is part of supplies acquires uses outputs inputs output from input to input to is used by supports controls owned by is supportedfrom output by governs triggers responsible for criterion for criterion for output by input tofrom is secondary primary inputs includes parts is used monitors exhibited by includes includes parts monitored by produces primary criterion governs Pro duct-Service Category included in accom odates follows Resource Type is part of as sists in delivering categorised by categorises A ctivity Type Assessment Process Activity precedes is used by includes parts application is altered by quote employsm em bers has Artifact implemented by relates to is part of is supported by outputs inputs is supported by is responsibility of writes prefers input to inputs supports belongs to outputs Busin ess Commu nication is related to Resource U sag e owns App licatio n System output from relates to has relates to Activity Sequence Person is part of ow ns uses uses fulfilled by written by Mo del is governed by has m em bers includes parts owned by monitored by employs employs Bu siness Object Person Role Ro le uses dealor owns owned by is associated with w orks responsibility of governs is part of fulfills has m em bers is for accom odates is governed by dealee includes parts (partially) implements is governed by Data Collection governs is responsibility of is used by owned by dealor Business U nit is associated with supports maps to has associations triggers dealee is produced by owns is supported by triggers is governed by B usiness Objective relates to triggered by ow ned by parts includes works for ow ned by outputs is part of is responsibility of Customer T ype triggered by is responsible for B usiness Event member of is associated with member of is preferred by triggered by triggers triggers Activity Outcome has associations Fully Attributed Models Realised in dealee de lor a i s p rt o f a i n cl u d e p a t s rs re l a s t te o d e a o ra e e de l l De a l Ty pe q u te fo r o de lee a Mode l Ite m deal r o i n ti a t s i e s uppiedby l a cq u i re d b y s u p p rts o a l t rs e me m b e o f r wo rk s fo r h a a ss o ci a ti n s s o i s re a te d to l deal r o i s re l a t d to e Pa rtne r re l te s to a B usine s s Goa l dealee co m p l e s w i h i t Bus ine s s R ule St a e holde r Ty pe k i s re l a t d to e EA Repository i s re s p o s i b l i y o f n i t i s re l a d to te i g o ve rn e d b y s i s p a rtl y p ro d u ce d b y tri g g e re b y d i s re l a d to te a c ts ffe i s re l a d to te A rc hi e ture Sc e na rio t c t i g e re d b y rg Ke y Indic tor a CO BIT IT Re s ourc e Ty pe r e a te s to l i s re s p o n i b e fo r s l i re sp o n s i l e fo r s b in lud s pa c e rts i re sp o n si b l e fo r s o c cu rs at Bus ine s s Func tion Loc a tion i s p a rt o f C OBIT C ontrol Obje c tive u se s re so u rc e i s a ffe cte d sn tro l c c o o d a tro l s g o v e n i n c l sd e b y a rts h u co p a a m c o te s n a p l i ca b l to p e p ro n to e i s su r p o rt d b y p s e s u p o rts p s u p o rts p o c cu rs a t s u p o rts p p re ce d e s o cc u rs a t g o v e rn s h a s co n tro l i s u s etro l s c on of p a rt i s s u p o rte d b y p has c on l tro i u se d b y s s Bus ine s Proc e s s s s upports Ris k Type Us e r Ty pe i su p p o rte b y s d fo l o ws o n w s Sy s te m Fu tion nc ITIL C ontrol o wn s C OB T Inform a tion Cr t e o n I i ri CO BIT Dom a in m o n i o rs t se cp n d a ry cri te ri i s o rt o f a a su p p l i s e a c q i re s u u es s o i n p ts u tp u i s s u po u rte d fro po ut by oi stpu se f t m u i u t u ob n p r to d y s c o n t rtss uppr o o l ow n d by e tp m tri g g e s re p osne cb l e fo r c ri te i n fo r rs s i g o o d a ry n si ve rn s r o ry o p u u to b y i n tp t e fro m p ri m a c ri e ri o n fo r t i p u ts n i n cl u d e s p a rts i su s t u d p ro d u e s c e xh i b i e d rs y mo t i to b n in lud s c e i n c l d e s p a rts u m o n i t re d b y o g o e rn s v P roduc t-Se rv ic C a gory e te p ri a ry cri te ri n m o inc l dedin u a c o mo d a te c s f l l o ws o R esour c Ty pe e a s si s ts i n d ei l i p a rt gf sv e ri n o c a t g o ri se d b y e ca te g o ri A st i ity Ty pe s ec v A s essme s nt Proc e s s Ac tivity p re c e e s d i n c i sd e sep a rts l us dby u i a p l i ca ti o s a l p re d te te q u o b n y e m p o y sme m b e rs las h A rtifa c t i m p e m e te d b y l r e a te s to l i n p a rt o f s i s su p p o rte b y d opuu i u tp tsts n i s su p p o rte b y d i re sp o n si b i l ty o f s i p re f rs e wri tes i p u t to n i p u ts n o tp u ts u Bus ine s s C om munic a tion i re l te d tosu p p o s a rts belo gs t n o R e ourc e Us a ge s o wn s o tp u t f o m u r Applic ation Sy s te m h a a te s to rel s re l te s to a Ac tiv i y Se que nc e t Pe rs on i s p rt o f a o wn s u se se s us fu l fi l e d b y l wri tte n b y M ode l is gov e ed by rn h a m e mb e rs s i c l u e s p rts n d a o wn e d b y mo n i to e e b p l o s r dm y y em poy s l Bus ine s s O bje ct Pe rs onRole R ole us es i s a ss o ci a te wi th d d alor e o wn o wn s e d by h s m e b e rs a m wo rks fo rp o n i b i i ty o f i s res s l g v e rn a c c o o d a s o s m te i p a rt o f s fu l fi l s l i g o ve rn e d b y s deaee l i c l d e s p a rts n u (p a rti l l y) i m p l m e n a e ts i g o ve rn e d b y s D a Colle c tion ta g o ve rn s is us edby s p ns i iliy of i s re o b t o wn e d b y de lor a Bus ine s Unit s i s a s o i a t d wi th s c e su p p o rts m a p s to dealee h a s a ss o c i ti o s a n i s s u p o rte d b tri g g e g e p y tri g rs i ss g ro e rn e d b y i p v du e b o c d y Bus ine s s O bje c e tiv o ns w re a te s to tri g g re s b y l e d r o w n u d bsy p a rt i n cl d e e s w o rks fo r o wn e d b y o u u ts tp i s p rt o f a t i g e re d b yo n i b i i ty o f r g is r e p s l s Cus tom e Ty r pe i re s p n s i l e f r s o b o Bus ine s Ev e nt s i s a s so c i a d wi th te m e mb e r o f m e mb e r o f i s p re fe rre d b y tri g e re d b g y tri g g ers tri g e rs g Ac tiv ity O utc om e h a a ss o ci a ti o s s n Copyright 2007 inspired! 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  • 26. Business Architecture Excerpt Business Project Business Event Communication relates to is altered by outputs inputs includes parts includes parts occurs at Business Process triggered by Location triggers is supported by is part of includes parts uses Business Object Organisation owned by Unit includes parts Application Service System Software Business is supported by Service Goal includes parts Business Function/ is supported by Business Service Copyright 2007 inspired! IT Consulting Training Research Tools
  • 27. Information Architecture Excerpt DBMS - File System Data Collection Type is used by is an instance of Subject Area Application System uses Data Collection implements includes includes parts role of contains is responsible for Physical Platform hosts governs Business Object specialises references is used by Organisation Business Process Application Person/Role Unit System Copyright 2007 inspired! IT Consulting Training Research Tools
  • 28. Applications Architecture Excerpt Organisation owns provides Application Service categorises supplied by Interface Type Application Type Vendor categorises is used by includes parts provided by Business Object requires Interface Application System System Software Service used by Data Collection is part of is partly produced by produces Project Development Tool DBMS - File System is responsible for occurs at Person/Role Location served by runs on User Group Physical Platform Platform Type Copyright 2007 inspired! IT Consulting Training Research Tools
  • 29. Technical Architecture Excerpt Organisation Unit occurs at owns Location is responsibility of Physical Platform Person/Role accommodates Development Data Collection Application System Tool System Software provides categorises hosts hosts hosted by Development Tool DBMS - File System Platform Type Type System Software Service provides Copyright 2007 inspired! IT Consulting Training Research Tools
  • 30. Aspects of a Business BUSINESS OBJECTIVES CLIENTS, MARKETS PRODUCTS/SERVICES PROCESSES ORGANISATION/ CHANNELS INFORMATION SYSTEMS Hello, TECHNICAL everyone! INFRASTRUCTURE Hello, everyone! Copyright 2007 inspired! IT Consulting Training Research Tools
  • 31. Aspects Coordinated PROCESSES SYSTEMS PRODUCTS/SERVICES INFORMATION TECHNICAL CLIENTS, MARKETS INFRASTRUCTURE BUSINESS ORGANISATION/ OBJECTIVES CHANNELS Copyright 2007 inspired! IT Consulting Training Research Tools
  • 32. Role of Ontologies and Reference Models Ontology ..seeks to describe or posit the basic categories and relationships of being or existence to define entities and types of entities within its framework Wikipedia Reference Models (e.g. TOGAF TAM) Provide basic categories and interrelationships for organizing architecture knowledge e.g. Kinds of application systems; kinds of system software; kinds of data Extremely useful in Providing (a relatively small number of) logical or abstract categories to help us understand the (relatively large numbers of) architecture elements ALSO to act as a check list when we are looking for architecture elements e.g. What applications do we have for Supplier Management; What Multimedia data do we store; What Security Related system software do we have... Can provide a language independent reference system Very important in multi nationals with multiple language communities Copyright 2007 inspired! IT Consulting Training Research Tools
  • 33. Process Identify Participants & Roles Educate Participants Deploy Mechanism/Tools A Collect Lists B Use prepopulated taxonomies to accelerate C Use pre-existing lists, models and documents D Possible use of automated collection (but E beware glut of meaningless data) ... CAiSE'08 Organization Left side of room: List 5 Business Goals & 5 Business Events that you would need to deal with Right side of room: List 5 Business Objects & 5 Business Processes required Copyright 2007 inspired! IT Consulting Training Research Tools
  • 34. Process... Identify Participants & Roles Educate Deploy Mechanism A Collect Lists ..B Use prepopulated taxonomies to accelerate C Use pre-existing lists, models and documents ..D Possible use of automated collection (but ..E beware glut of meaningless data) Organize into Hierarchies Describe CAiSE'08 Organization In a small group, collect 10-12 Elements of a type (e.g. Business Process). See if it is meaningful to rationalise these and arrange in a hierarchy Copyright 2007 inspired! IT Consulting Training Research Tools
  • 35. Process... Identify Participants & Roles Educate Deploy Mechanism A Collect Lists ..B Use prepopulated taxonomies to C 1 accelerate ..D ..1.1 Use pre-existing lists, models and documents ..E 2 Possible use of automated collection (but ..2.1 beware glut of meaningless data) ..2.2 Organize into Hierarchies Describe Link Across Types CAiSE'08 Organization OK, lets see how these could be related across the two groups.. Copyright 2007 inspired! IT Consulting Training Research Tools
  • 36. Process... Identify Participants & Roles Educate Deploy Mechanism A Collect Lists ..B Organize into Hierarchies C 1 Describe ..D ..1.1 Link Across Types ..E 2 Verify ..2.1 ..2.2 Enhance Detail 2.2 Name Expand Attributes Prop1 xxxx Decompose Prop2 123 456 Enhance Abstraction Prop3 abc Plan Forward CAiSE'08 Organization - Demonstrate Copyright 2007 inspired! IT Consulting Training Research Tools
  • 37. Role of Repository and Tooling Framework Provides lense thru which to Artifacts view Stakeholders Model Types Define structure, content and User notation for artifacts/Viewpoints Interfaces Guidance Meta Model Defines and relates all required concepts, drives capture and viewing interfaces Content Models Framework EA Method Express the architecture e.g. TOGAF ADM content (FEAF) EA Method Guides stakeholders and Framework facilitates the process (Zachman) Tool Provides facilities to capture, edit, store, relate, model, report, Tool search, analyse and share ModelTypes ModelTypes Repository Meta Model External Artifacts Content Models Copyright 2007 inspired! IT Consulting Training Research Tools
  • 38. Product Architecture Architects System Admin Strategist Program/Project Mgr Analysts and Modelers Meta Modeler Desktop In Browser Web Products Graphical Client OLE e.g. Visio Modeler DESKTOP DESKTOP APPLIC. APPLIC. COM+ Requestor e.g. Word, Excel HTML HTTP/S XML Lan or WWW External External Web Server External Pages Pages Pages CGI Graphical Modeling Interface System Settings Archi/Webmodeler Server Templates Meta Model SQL Managed Managed Relational DBMS User Managed Models Documents Copyright 2007 Directories inspired! IT Consulting Training Research Tools
  • 39. Tool Support Adapt Meta Model Standard Enhance for Goals Reduce for Scope Also as the project progresses... Assign Responsibilities Person vs Model Fragment vs Role Capture Lists What have we got Naming Standards Organize Hierarchies Natural e.g. Organization; Geography Abstraction e.g. Process Hierarchy; Service Hierarchy; Application Types Could be multiple for a type Copyright 2007 inspired! IT Consulting Training Research Tools
  • 40. Tool Support... Link Across Types Relate, Cross Reference Search/filter and link May be data about relationship too.. Build Graphical Model Enhance Detail Populate required attributes per type Decompose Event Notification Who has done something of interest to me? What data has arrived? Communication News Threads Wiki Features Difference Identification Across Time (Delta Browser) Between Models (Difference Models in GM) Copyright 2007 inspired! IT Consulting Training Research Tools
  • 41. Tool Support... Sharing outputs Browsing the "knowledge space" Reports, Generated Documents Anonymous Access, Portal, Web Sites Feed to other tools e.g. CSV to Excel, XML to analysis tools Star Schema to DSS tools Web + Repository + Meta Model + View Points Capture Templates/Forms Reports Matrices Graphical Models + Security + Open Exchange Copyright 2007 inspired! IT Consulting Training Research Tools
  • 42. Futures Virtual Whiteboarding Video Conferencing 3D Spaces geoDec Miramar Croquet Research Advanced meta modeling techniques Collaborative modeling in virtual spaces What we can learn from online games e.g. Spore from Will Wright Emergence Where architectures connect themselves from elements endowed with behaviour and rules "The best way to predict the future is to invent it" inspired! Alan Kay Copyright 2007 IT Consulting Training Research Tools
  • 43. References Archimate information at: http://www.telin.nl/index.cfm?project=ArchiMate&language=en Croquet Consortium http://www.opencroquet.org Inspired, Enterprise Architecture Frameworks http://www.inspired.org Inspired, Archi Tool Architecture, internal documentation Intel, Miramar project http://developer.intel.com/technology/itj/index.htm Open Group, Togaf 8.1.1 Enterprise Edition, http://www.opengroup.org University of Southern California, geoDec project http://infolab.usc.edu/projects/geodec/index.jsp Wikipedia, http://www.wikipedia.com Zachman Framework info, Zachman Institute for Framework Advancement, http://www.zifa.org Copyright 2007 inspired! IT Consulting Training Research Tools
  • 44. Contact Graham McLeod graham@inspired.org +27 82 578 1834 Inspired www.inspired.org +27 21 531 5404 Copyright 2007 inspired! IT Consulting Training Research Tools