Enterprise Systems Architecture and its reference models

Transcription

Enterprise Systems Architecture and its reference models
SoberIT
Software Business and Engineering Institute
Enterprise Architectures
Timo Itälä, Paavo Kotinurmi, Matti
Hämäläinen
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Enterprise Architectures Outline
ƒ Presenter Introduction
ƒ Why do we use computers in enterprises?
ƒ Why do we need an enterprise architecture?
ƒ What are architecture, methodologies, frameworks
ƒ Zachman Framework
ƒ TOGAF Framework
ƒ Other frameworks
ƒ Discussion, summary
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Presenter Introduction: Timo Itälä
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1969: Started studies in data processing at Helsinki
University
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1970: Started half time programmer at Helsinki University
Central Hospital
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1972: Datasaab-Valmet: Minicomputers, compilers,
business systems
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1979: Tandem Computers, OLTP, Data Warehousing
1996: ICL Data, Data Warehousing, BI, Architectures
1999: EMC, storage, professional services
2000: Conceptia Oy, consultant, seamless healthcare,
integration, data warehousing, HL7, IT capabilities
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Why do we use computers in enterprises?
ƒ Cost savings
ƒ Competitive advantage
ƒ Infrastructure
ƒ Business Intelligence
ƒ Enterprise Applications
ƒ Technology is shaping the enterprise
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Cost savings
ƒ Automation of manual tasks
ƒ Justification based on ROI: savings
ƒ Hospital: Automation of laboratory, payroll,
invoicing, statistics
ƒ Can you continue saving 10% of costs per
annum?
ƒ To achieve more results with the same
employees
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Competitive Advantage
ƒ To add value to the customer
ƒ Shorter delivery times: Paper Manufacturers
ƒ Build to order: Cars, computers
ƒ Local advertisements: Newspaper publishers
ƒ Interactive banking, self service
ƒ Competitive edge <-> competition will catch up
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Computing infrastructure
ƒ Shipyard: Computing will be as necessary and as
natural as water, drain and electricity
ƒ ATM networks: from competitive advantage to
commodity which have to be produced at low
cost
ƒ Mission critical systems: operational systems
which are needed to run the business
ƒ Product Data Management: Product structures,
Version control, review process, change impact
analysis, workflow management
ƒ E-mail: you cannot survive without it
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Business Intelligence
ƒ Retailers: Who are our customers? What do they
buy? What are our best products? What are our
best markets? What are our competitors?
ƒ Loyalty cards: Understand customer behaviour.
Give bonus in return of getting the information
ƒ Supplier management: Who are our suppliers,
how do they perform? (Case Nokia)
ƒ Information within the product (paper, electricity,
travel bureaus)
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Enterprise Applications
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Process Support
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ERP (Enterprise Resource Planning)
SCM (Supply Chain Management)
CRM (Customer Relationship Management)
HR (Human Resources)
Financials
Patient Administration System
PDM (Product Data Management)
Content Management
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Document Management
Portals
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Technology is shaping the enterprise
ƒ Lippupalvelu, verkkopankki, E-kirje
ƒ Amazon.com
ƒ Google
ƒ eBay, Huuto.net
ƒ Vertaa.com
ƒ…
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Legacy is here to stay
ƒ Old applications are still working
ƒ Multiple platforms (mainframe, unix, windows,
linux…)
ƒ New applications are somehow connected to the
old ones (common database, file transfer,
message queues, remote procedure calls, web
services…)
ƒ Applications built in-house, tailored, packaged,
bought as a service (asp)
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Example: A Healthcare organization
SATSHP:n POTILASTIETOJÄRJESTELMIEN
LIITTYMÄT JOISSA TIETO SIIRTYY FYYSISESTI
21.3.2005/T Seppänen
CD postitus (OVT)
- synt.lapset
CD postitus
- hilmotiedot
STAKES
NordDRG
FTP (OVT)
- vastasyntyneen tiedot
- kuolintiedot
VÄESTÖREKISTERI
KESKUS
- fysiatrian käynnit
VRK SatSHP
FTP (OVT)
- henkilötiedot
- henkilötiedot
- henkilötiedot
Psykiatria
- potilasrekisteri
- käynti- ja hoitotiedot (Mynla)
- potilasmaksut
UPO Poliklinikat
NOS ksilp
luokitustiedot
Hoit.luokitus
FTP
- kyselyt
- RTG, KLF, KNF
ajanvaraus
WEBKERT
FTP
- potilaat
- SIJAINTITIEDOT
(ML 2, Radu, Upo, Toti, Puh.kesk.)
- HOITOJAKSOT
(Hoit.luok.,Infekt.,Maksuli,Mama,Mynla)
- sis./ulos kirj.
- REIPAS jonot
- HILMO hoitoilmoitukset
laskutustietoja
sairaskertomukset
- sairaskertomustekstit
FTP
- viitesuor
- vastasyntyneen
tiedot
FTP
- Potilaslista hoitojaksojen perusteella
- Potilaslista ajanvarauste perusteella
- pkl toimenpiteet
HL7
- lausunto
Kuntosoft
Fysotools
RADU Rtg, Klf, Knf
OVT
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FTP
- puh.maksut
LII potilaspuhelut
- leikkaussalivaraukset
- leikkauslistat
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Sosiaalityöntekijät
- sosiaalityöntekijöiden
käynnit
HL7
Ajanvaraukset
JUVO Vuodeosastot
hoitojaksotiedot
FTP
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AKTIV KAPITAL
TOTI Toimenpideyksiköt
SOSIS
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(kaikki käyttävät, paitsi Seniori)
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(Mynla, Infekt., Maksuli, Haikara )
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- käyntitiedot
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SENIORI
CD postitus
- hilmotiedot
-hoitojakso
- diagnoosit
- toimenpiteet
FYSIS Fysiatria
ilmoittautumiset
OVT
- lausunto
DNA
FTP
Radu,ML2,Toti,Fysis,Vertti,Maksuli,My
nla
- lähetteet, lausunnot
- röntgenin sisäinen osuus
- ilmoittautumiset ja käyntitiedot
- ajanvaraus
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FINA
Taloushallinto
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puhelinvaihde
FTP
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FTP
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CASH
MANAGER
FTP
- viitesuor
MAKSULI Maksuliikenne
- potilasmaksut
MYNLA
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KUVANTAMISLAITTEET
FTP
todist.palkkiot
- eml palkkiot
PRIMA
henkilöstöh.
palkanmaksu
FTP
henkilökunta
FTP
- palkat
FTP
- tulokset
HL7
- pyyntö
FTP
- sairaslomat
HL7
- tulos
MEDREC Dialyysi
Haikara Äitiyshuolto
ML 2 Kliin.kemian lab.
- pyynnöt, tulokset
- laboratorion sisäinen osuus
- verikortisto
HL7
- pyyntö
MD-TITANIA
AHA
- KUNTOUTUS
- esitiedot
- raskaus
- synnytys
- vastasyntynyt
- tulokset
HL7
- tulos
TT2000+ Työterveysh.
-Pyynnöt tehdääm ML2:een
työpäytäintegraation kautta
- määrärahaseuranta
- kuntoutuspäätökset
CD-postitus
- E-ostot
HYS
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- päätökset
- APUVÄLINEET
- välineiden vuokraus
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FTP
- E-ostot
TYKS
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ORDER
- äidin tiedot
- veriryhmä, vasta-aineet
- pyyntö
(veriryhmän
sopivuus)
Tilaukset
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- materiaalitilaukset
TERVEYSKESKUS
HL7
- tulos
(veriryhmän
sopivuus)
SELITYKSET
Sovellukset
Liittymät
VERTTI
Toteutumattomat osajärjestelmät
Korvattavat
SANOMAT HL7/OVT
- M-gate
- Datagate
LÄÄKITYS
Säilytettävät
Peräkkäistiedostot
Lähete-Palaute
Kehitetään/
poistetaan
Luettelo järjestelmistä
johon on liittymät
Epäselvät
Anestesia
Verikeskus
- Verituotteet
- tilaukset
- verikeskuksen sisäinen
osuus
Kuva-arkisto
HL7
- vastaus
HL7
- tilaus
QPATI Patologian lab.
- patologian laboratorion sisäinen
osuus
FTP
- veritilaukset /
varaukset
FTP
- syöpäilmoitus
SPR / Vok
SYÖPÄREKISTERI
Teho
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AROMI/
tilaukset
SAMPO varasto / apteekki
Materiaalihallinto
- saldot
-nimikkeet
- tilaus
OVT
- vastaus
SAMBA Mikrobiologian lab.
- laboratorion sisäinen osuus
FTP
- tartuntatauti
ilmoitus
- tulokset
FTP
Radu, ML2, Toti, Fysis, Upo, Juvo,
Mama, Hoit.luok., Seniori, Fina
POWERPLAY
Tilastot / Raportit
Adapterit
-UPO, JUVO, Webkert,ML2, Seniori,
miten uudet tiedot?
ATJ
SAIRAALAINFEKTIOT
YLEISET REKISTERIT
- infektioiden seuranta
(kaikki käyttävät)
- yksikkö-, osasto-, erikoisala-, laitos- kunta-, postinumerorekisterit
- lääkäri-, diagnoosirekisterit-, toimenpiderekisteri
....
YKERT Sairaskertomusten hallinta
- SIJAINTITIEDOT
(Radu, Upo,Juvo,
- sairaskertomusten sijainnit (paperit)
KANS.TERV.LAIT.
KERNEL
Muut liittymät
- käyttäjähallinta
- käyttäjien valikot
- TaskMan tausta-ajojen hallinta
Ulkopuoliste
Timo Itälä
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Critical questions to IT department
ƒ What is the balance between your software
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development, support and maintenance costs?
How do procure new applications?
What technology platforms do you support?
How do you solve interoperability issues?
What are your security and privacy policies and
solutions?
How do you support innovation and the change of
business of the enterprise?
What is your IT architecture?
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Course Map
ƒ 13.9: Enterprise Architectures Overview
ƒ 20.9: ERP and PDM systems
ƒ 27.9: BI and Data Warehousing
ƒ 4.10: BPM and SOA
ƒ 11.10: Content Management Systems
ƒ 18.10: Enterprise Architecture Summary
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Why do you need IT architecture?
ƒ
An effective IT architecture is critical to business survival
and success, and is the indispensable means to achieving
competitive advantage through IT.
Today´s CEOs know that the effective management and
exploitation of information through IT is the key to
business success.
An IT architecture addresses this need, by providing a
strategic context for the evolution of the IT system in
response to the constantly changing needs of the business
environment.
An IT architecture provides the necessary technical
foundation for an effective IT strategy, which is the core of
any succesful modern business strategy
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”The Open Group”
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What makes an architecture of a house?
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What did I think when building the house?
How the house looks like?
What is the floor plan?
How is it located on the site?
How are the connections: road, electricity, water, drain,
phone, internet…
What is it made of?
When building a house you need to answer many questions
of different stakeholders/roles: The answers are models or
designs or artefacts…
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A Framework
ƒ Predefined set of models and designs
ƒ Example:Permission to build
ƒ Report of ownership
ƒ Extract of cityplan
ƒ Drawings of the building
ƒ Floor plans
ƒ Facade
ƒ Location on the site
ƒ Implicit classification of roles and views
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Zachman Framework
ƒ John Zachman: Observation of different industries:
ƒ Buildings
ƒ Airplane construction
ƒ Information systems
ƒ Design, construction and maintenance of complex
products: what different people need?
ƒ Roles or perspectives: the planner, the owner, the
designer, the builder, the subcontractor (the functioning
enterprise).
ƒ Different questions: What, How, Where, Who, When, Why
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Models by roles and views
What
How
Where
Who
When
Why
Planner
Owner
Designer
Builder
Subcontractor
Can be applied to any complex system, not
just information systems
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From information systems to an enterprise
ƒ Why should we make a distinction between an
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enterprise and the processes, data and
infrastructure of which it is composed?
Focus on the abstraction of the enterprise
architecture
Is an enterprise a house or a city, which is a
collection of houses, roads and other
infrastructure
How do you integrate?
How do you manage change?
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What is an enterprise?
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An enterprise in this context is any collection of
organizations that has a common set of goals and/or a
single bottom line.
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Corporation
Division of a corporation
Single department
Government agency
Chain of geographically distant organizations linked together
by common ownership
Extended enterprise may include
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Partners
Suppliers
Customers
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ENTERPRISE ARCHITECTURE - A FRAMEWORK
DATA
What
FUNCTION
How
NETWORK
Where
Software
Business
and Engineering
Institute
List of Processes the
Business Performs
PEOPLE
Who
TIME
When
TM
MOTIVATION
Why
SCOPE
(CONTEXTUAL)
List of Things Important
to the Business
Planner
ENTITY = Class of
Business Thing
Function = Class of
Business Process
Node = Major Business
Location
e.g. Semantic Model
e.g. Business Process Model
e.g. Business Logistics
System
Ent = Business Entity
Reln = Business Relationship
Proc. = Business Process
I/O = Business Resources
Node = Business Location
Link = Business Linkage
e.g. Logical Data Model
e.g. Application Architecture
e.g. Distributed System
Architecture
e.g. Human Interface
Architecture
e.g. Processing Structure
Ent = Data Entity
Reln = Data Relationship
Proc .= Application Function
I/O = User Views
Node = I/S Function
(Processor, Storage, etc)
Link = Line Characteristics
People = Role
Work = Deliverable
Time = System Event
Cycle = Processing Cycle
End = Structural Assertion
Means =Action Assertion
TECHNOLOGY
MODEL
(PHYSICAL)
e.g. Physical Data Model
e.g. System Design
e.g. Technology Architecture
e.g. Presentation Architecture
e.g. Control Structure
e.g. Rule Design
Builder
Ent = Segment/Table/etc.
Reln = Pointer/Key/etc.
Proc.= Computer Function
I/O = Data Elements/Sets
Node = Hardware/System
Software
Link = Line Specifications
e.g. Data Definition
e.g. Program
e.g. Network Architecture
Ent = Field
Reln = Address
Proc.= Language Stmt
I/O = Control Block
Node = Addresses
Link = Protocols
People = Identity
Work = Job
e.g. DATA
e.g. FUNCTION
e.g. NETWORK
e.g. ORGANIZATION
List of Locations in which
the Business Operates
List of Organizations
Important to the Business
List of Events Significant
to the Business
List of Business Goals/Strat
Zachman Framework
ENTERPRISE
MODEL
(CONCEPTUAL)
Owner
SYSTEM
MODEL
(LOGICAL)
Designer
DETAILED
REPRESENTATIONS
(OUT-OFCONTEXT)
SubContractor
FUNCTIONING
ENTERPRISE
People = Major Organizations
Time = Major Business Event
Ends/Means=Major Bus. Goal/
Critical Success Factor
e.g. Work Flow Model
e.g. Master Schedule
e.g. Business Plan
People = Organization Unit
Work = Work Product
People = User
Work = Screen Format
e.g. Security Architecture
Time = Business Event
Cycle = Business Cycle
Time = Execute
Cycle = Component Cycle
e.g. Timing Definition
Time = Interrupt
Cycle = Machine Cycle
e.g. SCHEDULE
End = Business Objective
Means = Business Strategy
e.g., Business Rule Model
End = Condition
Means = Action
e.g. Rule Specification
End = Sub-condition
Means = Step
e.g. STRATEGY
SCOPE
(CONTEXTUAL)
Planner
ENTERPRISE
MODEL
(CONCEPTUAL)
Owner
SYSTEM
MODEL
(LOGICAL)
Designer
TECHNOLOGY
MODEL
(PHYSICAL)
Builder
DETAILED
REPRESENTATIONS
(OUT-OF
CONTEXT)
SubContractor
FUNCTIONING
ENTERPRISE
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John A. Zachman, Zachman International (810) 231-0531 (1987)
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Zachman Framework
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The Framework is a classification scheme for descriptive
representations of a complex object, in this case the
Enterprise.
Some set of the models identified in the Framework may
be produced in some sequence by some application
development methodology, but the Framework itself is
neutral relative to the methodology or tool or to a manual
process for creating the Enterprise.
The selected subset of Cells, or the composites of Cells, or
the sequence of producing the Cells for application
development (or for manual systems development, for
that matter) is a function of the value system inherent in
the methodology (or tool).
The Framework implies nothing about the sequence in
which the models may (or may not) be produced
methodoligally nor does it imply anything about who
produces or contributes to the production of the models.
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Examples of models
ƒ Cell R1-R2:C1
Conceptual
Data Model
Asiakaspalaute
Palvelun
maksaja
Asiakas/
Potilas
Palvelun
tilaaja
Palveluntuottaja
Palveluketju
Hoitokokonaisuus
Hoitojakso
Laskutettu
palvelu
Hinnaston
tuote
Kertomus
Potilaskertomusmerkintä
Hoito- tai
palvelutapahtuma
Tuotettu
suorite
Työpanos
Materiaali tai
palvelu
Hankinta
Rekisteri
Aika
Rekisterinpitäjä
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Palkkatiedot
Palveluntuottajan
työntekijä
Henkilön
koulutus- ja
työhistoria
Henkilö
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Examples of models
ƒ Cell R1-R2:C2 Core Business Processes
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Example: A process map
Pkl
Pkl
Pkl
Vos
Vos
Vos
Päiv
Lab
Rtg
Leikk
Jne
Toiminnanohjaus
Potilaan hoitoprosessi
Talousprosessi
Kustannusseuranta
Toiminnan suunnittelu- ja seurantaprosessi
JUVO
UPO,
WEBKERT WEBKERT
Y
X
MULTI- RADU
LAB II
Seuranta ja
raportointi
TOTI
Z
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Primitive and Composite Models
ƒ A Cell represents a primitive model
ƒ Combination of Cells represent a Composite
Model
ƒ Cells can be combined horisontally or vertically
but not diagonally
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Enterprise Architecture
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IFEAD:
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Wikipedia:
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Enterprise Architecture is a complete expression of the
enterprise; a master plan which “acts as a collaboration
force” between aspects of business planning such as goals,
visions, strategies and governance principles; aspects of
business operations such as business terms, organisation
structures, processes and data; aspects of automation such
as information systems and databases; and the enabling
technological infrastructure of the business such as
computers, operating systems and networks.
Enterprise Architecture is the practice of applying a
comprehensive and rigorous method for describing a current
or future structure for an organization's processes,
information systems, personnel and organizational sub-units,
so that they align with the organization's core goals and
strategic direction.
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Why do we need a method?
ƒ We want to repeat something?
ƒ In what order do we produce the models?
ƒ Method: Wikipedia definition:…
ƒ “In Software Engineering in particular, a method is
technical recipe for building software. Compare with a
methodology.”
ƒ Zachman Framework is method neutral
ƒ Other frameworks have evolved over time to give
a method
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Evolution of Frameworks
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Survey 2003: What EA are you using?
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The Open Group Architecture Framework
(TOGAF) structure
ƒ TOGAF Architecture Development Method
ƒ The Enterprise Architecture Continuum
ƒ The TOGAF Foundation Architecture
ƒ TOGAF Technical Reference Model
ƒ TOGAF Standards Information Base (SIB)
ƒ The Integrated Information Infrastructure Reference
Model
ƒ TOGAF Resource Base
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The Open Group Architecture Framework
(TOGAF)
ƒ Business Architecture
ƒ Data Architecture
ƒ Applications Architecture
ƒ Technical Architecture
ƒ ADM Architecture Development Method
ƒ Principles: How to develop good principles
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Architecture Development Cycle
ƒ ADM is iterative
ƒ Whole process
ƒ Between phases
ƒ Within phases
ƒ For each iteration:
ƒ The breath of coverage
ƒ The level of detail
ƒ Time horizon
ƒ The architectural assets
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Architecture Development Cycle
- Expansion
ƒ Steps within phases
ƒ Example phase D
ƒ Output is generated
throughout the process
ƒ Versioning: Version
numbers
ƒ Early versions may be
modified in later phases
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Mapping to the Zachman Framework
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Scope of TOGAF ADM
ƒ Architecture domains
ƒ Business
ƒ Data
ƒ Applications
ƒ Technology
ƒ Zachman rows
ƒ Planner
ƒ Owner
ƒ Designer
ƒ Builder
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Preliminary Phase: Framework and
principles
ƒ Framework definition
ƒ Architecture principles
ƒ Reference to:
ƒ Business principles
ƒ Business Goals
ƒ Business Drivers
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Phase A: Architecture Vision
ƒ Approved SOW
ƒ Refined statements of
ƒ Business principles
ƒ Business Goals
ƒ Strategic Drivers
ƒ Architecture principles
ƒ Architecture Vision
ƒ Business baseline V1
ƒ Technical baseline V1
ƒ Business architecture V1
ƒ Technical architecture V1
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Phase B: Business Architecture
ƒ Review phase A
ƒ Target business
architecture V2
ƒ Organization structure
ƒ Business goals and objectives
ƒ Business functions
ƒ Business services
ƒ Business processes
ƒ Business Roles
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ƒ Gap analysis results
ƒ Technical requirements
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Phase C: Data Architecture
ƒ Data Baseline description
ƒ Target data architecture
ƒ Conceptual data model
ƒ Logical data model
ƒ Data management process
models
ƒ Data entity/business function
matrix
ƒ Data interoperability
requirements
ƒ Other relevant viewpoints
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ƒ Gap analysis results
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Phase C: Applications Architecture
ƒ Applications Baseline
description
ƒ Target applications
architecture
ƒ Process Systems Model
ƒ Systems/Place Model
ƒ People/Systems Model
ƒ Systems/Time Model
ƒ Applications interoperability
requirements
ƒ Other relevant viewpoints
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Phase D: Technology Architecture
step 1
ƒ Create a baseline
description in the TOGAF
format
ƒ Technology architecture
principles
ƒ Technology architecture V 0.1
ƒ - Constraints
ƒ - Architecture principles
ƒ - Requirements traceability:
- key questions list
- criteria for selection of
service portfolio
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Phase D: Technology Architecture
step 2
ƒ Consider different
architecture reference
models, viewpoints and
tools
ƒ Technology architecture
V0.2 views
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ƒ Networked computing
ƒ Communications
ƒ Processing
ƒ Cost
ƒ Standards
ƒ
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Phase D: Technology Architecture
step 3
ƒ Create an architectural
model of building blocks
ƒ Technology architecture
V0.3 views
ƒ Networked computing
ƒ Communications
ƒ Processing
ƒ Cost
ƒ Standards
ƒ
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Phase D: Technology Architecture
step 4
ƒ Select the services portfolio
required per building block
ƒ Technology architecture
V0.4 views
ƒ Target services
ƒ Change requests
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Phase D: Technology Architecture
step 8
ƒ Technology architecture
Version 1
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Composite mapping for phase D
ƒ Technology architecture
Version 1
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How to act upon the architecture?
ƒ Opportunities and solutions
ƒ Migration planning
ƒ Implementation
governance
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Other Frameworks
ƒ Focus on different aspects
ƒ Come from different background
ƒ Serve different purpose
ƒ Title: 'A Comparative Survey of Enterprise
Architecture Frameworks' can be found at
http://www.enterprise-architecture.info/Presentations%20Jaap%20Schekkerman.htm
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The journey continues…
ƒ
ƒ
ƒ
John Zachman: Enterprise Architecture: Looking Back and
Looking Ahead, 1999
In summary of the past
ƒ
ƒ
ƒ
ƒ
Architecture is counter-cultural
It is not perceived to be a survival issue by the Enterprise
We don´t know how to actually do all of it
It takes time and actual work
Looking toward the future
ƒ
ƒ
ƒ
ƒ
Architecture IS the information age culture
Architecture IS an enterprise survival issue
There are few theoretical breakthroughs left to be made
There are no technical obstacles for doing architecture work
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Course Map
ƒ 13.9: Enterprise Architectures Overview
ƒ 20.9: ERP and PDM systems
ƒ 27.9: BI and Data Warehousing
ƒ 4.10: BPM and SOA
ƒ 11.10: Content Management Systems
ƒ 18.10: Enterprise Architecture Summary
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Questions?
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