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Enterprise Architecture Modelling with Archi. Mate Marc Lankhorst Principal Researcher Enterprise Architecture Utrecht University, Enterprise Architecture Modelling with Archi. Mate Marc Lankhorst Principal Researcher Enterprise Architecture Utrecht University, January 11, 2010

Overview • Introduction • Enterprise architecture • The Archi. Mate modelling language • Integration Overview • Introduction • Enterprise architecture • The Archi. Mate modelling language • Integration of business, applications, and technology • Role of service orientation • Example: Archi. Surance, merger of an insurance company • Relation with other developments • UML, BPMN • Zachman Framework • TOGAF

Novay • Independent, non-profit research institute • Founded & funded by companies, the Dutch Novay • Independent, non-profit research institute • Founded & funded by companies, the Dutch government, and universities • To create impact with ICT innovation • In projects together with industry and academia

Enterprise Architecture Enterprise Architecture

Context • Business and ICT become closer • Ever higher demands on ICT: complexity, Context • Business and ICT become closer • Ever higher demands on ICT: complexity, flexibility • Many changes, rapid time-to-market required • Management & control difficult • Architecture as a tool • for communication • for governance • for innovation

Architecture IEEE Std 1471: Architecture = structure(s) of a system in terms of • Architecture IEEE Std 1471: Architecture = structure(s) of a system in terms of • components, • their externally visible properties, • their relations, • and the underlying principles “Structure with a vision”

Role of Enterprise Architecture Mission Vision Strategy Goals as is enterprise architecture Actions domain/aspect Role of Enterprise Architecture Mission Vision Strategy Goals as is enterprise architecture Actions domain/aspect architectures products processes to be culture leadership people Operations … people IT

Enterprise Architecture: Describing Coherence Information architecture Product architecture ? Process architecture ? ? ? Enterprise Architecture: Describing Coherence Information architecture Product architecture ? Process architecture ? ? ? Application architecture Technical architecture ?

Better Support for the Enterprise Architect • Increasing need for precise documentation on the Better Support for the Enterprise Architect • Increasing need for precise documentation on the enterprise architecture level • Integrating various aspect models in many languages (UML, IDEF, BPMN, ARIS, . . . ) • Communicating about architecture with others • Get away from the “fuzzy pictures” image • Analysis of architectures before their implementation • Needed: well-founded, practical, and vendor-independent standard for enterprise architecture modelling

The Archi. Mate Research Project • • 2½ years, July 2002 - December 2004 The Archi. Mate Research Project • • 2½ years, July 2002 - December 2004 approx. 35 man-years, 4 million euro Consortium of companies and knowledge institutes Directed by Novay (then still Telematica Instituut)

Archi. Mate Focus Visualisation Analysis Integration Archi. Mate Focus Visualisation Analysis Integration

Archi. Mate Scope Formal models Analysis Communication with stakeholders Visualisation Design Napkin Whiteboard Powerpoint Archi. Mate Scope Formal models Analysis Communication with stakeholders Visualisation Design Napkin Whiteboard Powerpoint Idea Architecture process Use Link with implementation Management Maintenance Version control

Main Benefits of Archi. Mate • Lean and mean language: • just enough concepts, Main Benefits of Archi. Mate • Lean and mean language: • just enough concepts, not bloated to include everything possible • Well-founded concepts & models give precision • clear communication about architectures • get away from the ‘fuzzy pictures’ image • Links to existing approaches • UML, BPMN, TOGAF • International vendor-independent standard • The Open Group • Tool support • several tools available

Service Orientation Service Orientation

Design Paradigms Increased focus on the ‘outside’: • Structured programming • Object orientation • Design Paradigms Increased focus on the ‘outside’: • Structured programming • Object orientation • Component-based development • Service-oriented architecture (SOA) • (Event-driven architecture? )

Service Orientation Service • Unit of externally available functionality • Offered via clear interfaces Service Orientation Service • Unit of externally available functionality • Offered via clear interfaces • Relevant for the environment Web services as a prominent technological example

Service-Oriented Architecture Is • A way of thinking • A bridge between business and Service-Oriented Architecture Is • A way of thinking • A bridge between business and IT Is not • Web services • Asynchronous communication • A software artefact (an ESB)

Services are Central to Archi. Mate Customer External business service Business Internal business service Services are Central to Archi. Mate Customer External business service Business Internal business service External application service Application Internal application service External infra. service Technology Internal infra. service

Integrated Modelling Integrated Modelling

Integration An architecture might encompass for example: • products & services • organisation • Integration An architecture might encompass for example: • products & services • organisation • processes • information • applications • systems • networks This requires concepts for domains and relations, linked with existing techniques

The Archi. Mate Language High-level modelling within a domain Archi. Mate language Modelling relations The Archi. Mate Language High-level modelling within a domain Archi. Mate language Modelling relations between domains Basis for visualisations Relate to standards Basis for analyses

Abstraction Levels Generic concepts more specific more generic Object Relation Application Process Enterprise architecture Abstraction Levels Generic concepts more specific more generic Object Relation Application Process Enterprise architecture concepts Company-specific concepts, standards, e. g. UML, BPMN

Layers and Aspects Products & Services Business Application Information Processes Business Functions Organisation Applications Layers and Aspects Products & Services Business Application Information Processes Business Functions Organisation Applications Data Technical Infrastructure Technology Passive structure “object” Behaviour “verb” Active structure “subject”

Generic Structure at Each Layer External Internal Passive structure Behaviour Active structure Similar concepts Generic Structure at Each Layer External Internal Passive structure Behaviour Active structure Similar concepts at each layer make the language easier to learn and more consistent in use (cf. Fred Brooks’ “conceptual integrity”)

Notation • Most concepts have two notations: • Icon • Box with icon • Notation • Most concepts have two notations: • Icon • Box with icon • Sharp corners = structure • Rounded corners = behaviour • Notation resembles UML and BPMN • to stay close to what architects already know • Relations (arrows etc. ) are also mostly taken from existing languages, with a few exceptions

Business Functions and Actors business actor Archi. Surance assignment business function Contracting Insurance policies Business Functions and Actors business actor Archi. Surance assignment business function Contracting Insurance policies flow Claim Handling

Product and Services business actor Customer assignment business role value Insurant Security product Travel Product and Services business actor Customer assignment business role value Insurant Security product Travel Insurance application service Claim registration service Customer information service business service Claim payment service Policy contract

Business Process Customer Insurant business service Claim registration service business actor business role used Business Process Customer Insurant business service Claim registration service business actor business role used by Customer Information service realisation Claim payment service access Handle Claim Damage occurred business object Notification Register Accept Valuate Pay Reject event business process triggering junction

Interfaces & Services Interfaces & Services

Interacties & Collaborations Interacties & Collaborations

Information Customer aggregation Customer file composition realisation representation Insurance request Insurance policy Damage claim Information Customer aggregation Customer file composition realisation representation Insurance request Insurance policy Damage claim specialisation Travel insurance policy Car insurance policy Home insurance policy Liability insurance policy Claim form Legal aid insurance policy

Application Concepts application service application component Policy creation service application interface Policy administration Policy Application Concepts application service application component Policy creation service application interface Policy administration Policy creation application function data object Policy data Financial administration Policy access service Premium collection Customer file data

Application Usage by Business Processes Handle claim Register Customer administration service CRM system Accept Application Usage by Business Processes Handle claim Register Customer administration service CRM system Accept Claim administration service Policy administration Valuate Pay Notification Payment service Financial application Notification data

Technology Concepts infrastructure service artifact Database access service Database tables IBM System z DB Technology Concepts infrastructure service artifact Database access service Database tables IBM System z DB 2 Database Sun Blade LAN i. Planet App. server network system software association device Fin. application EJBs

Deployment CRM system Customer data Financial application Database access service Database tables IBM System Deployment CRM system Customer data Financial application Database access service Database tables IBM System z DB 2 Database Sun Blade LAN i. Planet App. server Fin. application EJBs

Derived Relations Client Insurant Weakest link determines composition: ? Registration Customer administration service CRM Derived Relations Client Insurant Weakest link determines composition: ? Registration Customer administration service CRM system 1 access 2 3 realisation 4 assignment 5 aggregation Damage claiming process association use Claim registration service 6 composition 7

Layered Architecture Business layer Application layer Technology layer Layered Architecture Business layer Application layer Technology layer

Overview of Core Concepts Overview of Core Concepts

Services as Binding Concept Customer External business service Business Internal business service External application Services as Binding Concept Customer External business service Business Internal business service External application service Application Internal application service External infra. service Technology Internal infra. service

Example Archi. Surance – Integrating an Insurance Company after a Merger Example Archi. Surance – Integrating an Insurance Company after a Merger

Business Functions Business Functions

Product Product

Organisation Organisation

Organisation & Business Functions Organisation & Business Functions

Applications Applications

Landscape map Products Business Functions Maintaining Customer & Intermediary Relations Contracting Home Insurance Travel Landscape map Products Business Functions Maintaining Customer & Intermediary Relations Contracting Home Insurance Travel Insurance Liability Insurance Document Processing Legal Aid Insurance Web portal Call center application Customer relationship management system Legal Aid CRM Home & Away Policy administration Car insurance application Claim Handling Financial Handling Car Insurance Home & Away Financial application Document management system Legal Aid back office system

Business Processes & Services Business Processes & Services

Application Usage Application Usage

Application Structure Application Structure

Infrastructure Infrastructure

Deployment Deployment

Relation to Other Developments Relation to Other Developments

Boundaries Strategy Change Principles Business domains Time Archi. Mate Method Realisation Location Physical resources Boundaries Strategy Change Principles Business domains Time Archi. Mate Method Realisation Location Physical resources Metadata Semantics

Archi. Mate and UML/BPMN/… • Archi. Mate connects architectural domains • Broader scope, but Archi. Mate and UML/BPMN/… • Archi. Mate connects architectural domains • Broader scope, but less detail than e. g. UML (software), BPMN (processes) • No replacement for these, but an ‘umbrella’ on top • Several Archi. Mate concepts derived from BPMN (esp. business processes) and UML (esp. for application and infrastructure) • Easy to link to e. g. UML descriptions of detailed design or BPMN process models

Archi. Mate and Zachman What How Where Who When Why Scope = Planner’s view Archi. Mate and Zachman What How Where Who When Why Scope = Planner’s view Technology Natural language Attributes Application Structure Technology Model = Builder’s view Business Behaviour System Model = Designer’s view Information Enterprise Model = Owner’s view Contextual Conceptual Logical Physical Detailed representation = Subcontractor’s view As Built Functioning Enterprise = User's view Functioning

Archi. Mate and The Open Group Archi. Mate and The Open Group

Archi. Mate and The Open Group • Archi. Mate now under the aegis of Archi. Mate and The Open Group • Archi. Mate now under the aegis of The Open Group • Official Archi. Mate 1. 0 standard • Original goal, a vendor-independent standard for enterprise architecture modelling, is now a reality! • Archi. Mate Forum within The Open Group • responsible for standardisation, further development of the language, PR, etc.

Archi. Mate and TOGAF • TOGAF: The Open Group Architecture Framework • Architecture Development Archi. Mate and TOGAF • TOGAF: The Open Group Architecture Framework • Architecture Development Method (ADM) provides a way of working • Methodical support, but no description technique • Archi. Mate: • a description language • but no prescribed way of working • • A perfect match! People: Delivery method: Description language: ITAC TOGAF Archi. Mate

TOGAF and Archi. Mate Preliminary A H Architecture Vision B Architecture Change Management Business TOGAF and Archi. Mate Preliminary A H Architecture Vision B Architecture Change Management Business Architecture C G Information Systems Architectures Requirements Management Implementation Governance F D Migration Planning Technology Architecture E Data Architecture Application Architecture Technology Architecture Opportunities and Solutions TOGAF ADM Archi. Mate

Archi. Mate Usage in Practice Archi. Mate Usage in Practice

Archi. Mate in Practice • Applications at many organisations • Banks, insurance companies, government, Archi. Mate in Practice • Applications at many organisations • Banks, insurance companies, government, etc. • Consultants • Ordina, Logica, Capgemini, Sogeti, Getronics, etc. • Tools • 5 certified tools, and some others • Education • Used by several universities and other educational institutes • Active user group • Archi. Mate Forum of The Open Group

U E S S R U E S S R

G N I T L S U L S O N O O T G N I T L S U L S O N O O T C &

I T N O U D E A C I T N O U D E A C

Tool Support for Archi. Mate • • • Toolvendors: • Bi. ZZdesign: Architect • Tool Support for Archi. Mate • • • Toolvendors: • Bi. ZZdesign: Architect • IDS Scheer: ARIS Archi. Mate Modeler • Casewise: Corporate Modeler • Telelogic (IBM): System Architect • Troux: Metis • (Agilense: EA Web Modeler) • (Avolution: Abacus) • (Promis: EVA Netmodeler) Microsoft Visio, Omnigraffle templates • downloadable from www. archimate. org • suitable for a first try, but no substitute for a ‘real’ tool Open source • Bolton University: http: //archi. cetis. ac. uk/ (work in progress)

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More Information? Most Archi. Mate results are available through the website: www. archimate. org More Information? Most Archi. Mate results are available through the website: www. archimate. org See also The Open Group’s Archi. Mate Forum: www. opengroup. org/archimate Marc Lankhorst Novay P. O. Box 589 7500 AN Enschede The Netherlands Marc [email protected] nl 053 -4850456