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Enterprise Architecture Modelling with ArchiMate Marc Lankhorst Principal Researcher

Utrecht University, January 11, 2010 Overview

• Introduction • Enterprise architecture • The ArchiMate modelling language • Integration of business, applications, and technology • Role of service orientation • Example: ArchiSurance, 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 government, and universities • To create impact with ICT innovation • In projects together with industry and academia Enterprise Architecture 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 • components, • their externally visible properties, • their relations, • and the underlying principles “Structure with a vision” Role of Enterprise Architecture

Mission

Vision

Strategy

as is Goals to be

enterprise architecture culture Actions leadership domain/aspect architectures people

Operations products processes people IT … 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 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 ArchiMate 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) ArchiMate Focus

Visualisation Analysis

Integration ArchiMate Scope

Formal models Analysis Communication with stakeholders Design Visualisation

Napkin Architecture Whiteboard Idea Use Powerpoint process Link with implementation Management

Maintenance Version control

Main Benefits of ArchiMate

• 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 • • Tool support • several tools available Service 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 • Relevant for the environment Web services as a prominent technological example Service-Oriented Architecture

Is • A way of thinking • A bridge between business and IT

Is not • Web services • Asynchronous communication • A artefact (an ESB)

Services are Central to ArchiMate

Customer

External business service Business

Internal business service

External application service Application Internal application service

External infra. service Technology Internal infra. service Integrated Modelling 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 ArchiMate Language

High-level ArchiMate language modelling within a Basis for domain visualisations

Modelling relations Basis for Relate to between domains analyses standards Abstraction Levels

Object Generic concepts

Relation

Enterprise architecture

Application Process concepts

more generic more more specific more

Company-specific concepts, standards, e.g. UML, BPMN Layers and Aspects

Products & Services Business Functions Organisation Business Information Processes

Application Data Applications

Technology Technical Infrastructure

Passive Behaviour Active structure structure “object” “verb” “subject” Generic Structure at Each Layer

External Service Interface

Object Internal Behaviour Structure element element

Passive Behaviour Active structure 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 • 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 ArchiSurance

assignment business function

Insurance Claim Contracting policies Handling

flow Product and Services

business actor Customer assignment business role value Insurant Security product

Travel Insurance

Insurance Claim Customer Claim Policy application registration information payment service service service service

business service contract Business Process

Customer business actor

Insurant business role business service used by Claim Customer Claim registration Information payment service service service business realisation object access Handle Claim Notification Damage occurred Register Accept Valuate Pay

event Reject

business process triggering junction Interfaces & Services

business service

Sell Buy Selling product product

Seller Buyer

business interface Interacties & Collaborations

business interaction Complete transaction Sell Buy product product

Seller Buyer

business collaboration Information

Customer

aggregation Customer file

composition realisation representation Insurance request Insurance policy Damage claim Claim form specialisation

Travel insurance Car insurance Home insurance Liability Legal aid policy policy policy insurance policy insurance policy Application Concepts

Policy application creation application service service interface

application Policy Financial component administration administration

Policy Policy Premium creation access collection application service function

data object Policy Customer data file data Application Usage by Business Processes

Handle claim Notifi- Register Accept Valuate Pay cation

Customer Claim Payment administration administration service service service

Notifi- CRM Policy Financial cation system administration application data Technology Concepts

infrastructure service artifact

Database access service Database tables

IBM System z Sun Blade Fin. LAN DB2 iPlanet application Database App. server EJBs

network system software association device Deployment

CRM Customer Financial system data application

Database access service

Database tables

IBM System z Sun Blade Fin. DB2 LAN iPlanet application Database App. server EJBs Derived Relations Weakest link determines Client Insurant composition: association 1 Claim registration access 2 service use 3 Damage claiming process realisation 4 ? Registration assignment 5 aggregation 6 Customer composition 7 administration service

CRM system External processes, roles and actors

Submit claim Insurant Customer

Layered External business services Claim Customer Claims registration information payment Architecture service service service

Internal processes, roles and actors

Business layer Handle claim ArchiSurance

Registration Acceptance Valuation Payment Insurer

External application services

Customer Claims Payment administration administration service service service

Application components and services

Customer Claim information information service service Application layer CRM Customer Policy Financial system data administration application

External infrastructure services

Claim Customer files files service service

Infrastructure

Customer IBM System z db-tables Blade Technology layer Financial Application DB2 application server EJBs LAN Overview of Core Concepts

Meaning Value

association Business Business Event service interface Business assignment

Business object Business Business process role

triggering Business Application Application actor aggregation service interface

Data access Application object Application Application function component

flow use

composition Infrastructure Infrastructure realization service interface

Technology System Artifact Device Network software

Passive Behaviour Active structure structure 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

ArchiSurance – Integrating an Insurance Company after a Merger Business Functions Customer information Product information

Insurer

Product Insurance information Maintaining Maintaining information Intermediary Customer Customer Customer Relations Relations Claims information

Customer information Claims Intermediary

Contracts Insurance Claims Claim Contracting policies Handling information

Insurance Claims policies

Claim Money payments Asset Financial Customer’s Management Handling Insurance Bank Money premiums Product

Customer

"be insured" (security)

Travel Insurance

Insurance Premium Customer Travel insurance application payment data mutation policy service service service

Claim Customer Claims registration information payment service service service Organisation

ArchiSurance

Customer Intermediary Relations Relations

Front Office

Home Legal & Car Aid Away

Back Office

Document Product Processing Finance HRM Development SSC Organisation & Business Functions

Intermediary Relations Customer Relations

Maintaining Maintaining Intermediary Customer Relations Relations

Home Car Legal & Aid Away

Contracting

Claims Handling

Finance

Asset Financial Management Handling Applications

Front office

Call center Web application portal Legal Aid

CRM application Legal Aid CRM

Home & Away Car

Home & Away Legal Aid Car Insurance Policy backoffice application administration system

Home & Away Financial application Landscape map Products Business Home Travel Liability Car Legal Aid Functions Insurance Insurance Insurance Insurance Insurance Web portal Maintaining Customer & Call center application Intermediary Relations Legal Aid Customer relationship management system CRM

Contracting Home & Away Policy administration Legal Aid Claim Car insurance back Handling application office system Home & Away Financial application Financial Handling

Document Document management system Processing Business Processes & Services

Customer

Insurance Claim Claims Customer Premium application registration payment information payment service service service service service

Close Contract Handle Claim Inform Customer Collect Premium Application Usage

Handle Claim

Register Accept Valuate Pay

Customer Claims Scanning Printing Payment administration administration service service service service service

Document Home & Away Home & Away CRM management Policy Financial application system administration application Application Structure

Home & Away Policy administration

Risk Claim data Policy data Customer Assessment management management data access

Insurance request Damage claim data Insurance policy Customer file data data data Infrastructure

ArchiSurance

NAS File server Intermediary

Mainframe TCP/IP Admin LAN Firewall Firewall LAN Network server Message Queing

DBMS Unix server farm

Unix Unix CICS server server Deployment

Home & Away Home & Away Call center CRM Car Insurance Web portal Policy Financial application application application administration application

Document Legal Aid management backoffice system system

Unix server farm Mainframe

NAS LAN File server

Firewall

Network Relation to Other Developments Boundaries Strategy

Change

Principles Business domains

Time Realisation ArchiMate

Method Location Physical resources

Metadata Semantics ArchiMate and UML/BPMN/…

• ArchiMate 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 ArchiMate 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 ArchiMate and Zachman

What How Where Who When Why

Scope Contextual

= Planner’s view

Enterprise Model Business

Conceptual

= Owner’s view

System Model Application Logical

= Designer’s view

Natural

language

Attributes

Structure Behaviour

Technology Model Information Physical = Builder’s view Technology

Detailed representation As Built = Subcontractor’s view

Functioning Enterprise Functioning = User's view ArchiMate and The Open Group ArchiMate and The Open Group

• ArchiMate now under the aegis of The Open Group • Official ArchiMate 1.0 standard • Original goal, a vendor-independent standard for enterprise architecture modelling, is now a reality! • ArchiMate Forum within The Open Group • responsible for standardisation, further development of the language, PR, etc.

ArchiMate and TOGAF

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

TOGAF and ArchiMate

Preliminary

A Architecture H Vision Architecture B Business Change Business Business Management Architecture Architecture

C G Requirements Information Data Application Implementation Systems Application Governance Management Architectures Architecture Architecture

F D Technology Migration Technology Technology Planning E Architecture Architecture Opportunities and Solutions

TOGAF ADM ArchiMate ArchiMate Usage in Practice ArchiMate 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 • ArchiMate Forum of The Open Group

Tool Support for ArchiMate

• Toolvendors: • BiZZdesign: Architect • IDS Scheer: ARIS ArchiMate 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) ? More Information?

Most ArchiMate results are available through the website: www.archimate.org See also The Open Group’s ArchiMate Forum: www.opengroup.org/archimate

Marc Lankhorst Novay P.O. Box 589 7500 AN Enschede The Netherlands Marc [email protected] 053-4850456