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PATRIS project @ SPF-FOD Configuration Management Guidelines Last update: 5-APR-04. Vincent Urbain Senior Consultant vincent.urbain @ be.ibm.com. Willy Dhondt IT Specialist willy.dhondt @ be.ibm.com. Olivier Béghain IT Specialist olivier.beghain @ be.ibm.com. Scope of these Guidelines.

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Olivier b ghain it specialist olivier beghain @ be ibm com

PATRIS project @ SPF-FOD

Configuration Management Guidelines

Last update: 5-APR-04

Vincent Urbain

Senior Consultant

vincent.urbain @ be.ibm.com

Willy Dhondt

IT Specialist

willy.dhondt @ be.ibm.com

Olivier Béghain

IT Specialist

olivier.beghain @ be.ibm.com


Scope of these guidelines

Scope of these Guidelines

  • This presentation focuses on:

    • Describing the UML models (as recommended within the Rational Unified Process) used within the project and how they are supported by IBM Rational XDE model files

    • Describing the various IBM Rational XDE model file structures adopted within the project

    • Describing how to perform some modeling tasks within the XDE models


The patris project artefacts

The PATRIS project artefacts

  • Version controlled artefacts

    • Location: PATRIS VOB on the Clearcase LT Server

    • Distribution: 7 UCM components

      • PATRIS-baselines

      • PATRIS-bus_scope

      • PATRIS-bus_analysis

      • PATRIS-sys_scope

      • PATRIS-sys_analysis

      • PATRIS-sys_existant

      • PATRIS-sys_implementation

      • PATRIS-project_management

  • Unversioned artefacts

    • Location: filesystem of the File Server (PADOC1)

    • Distribution: 2 main shared directories

      • shared_artefacts directory

      • homes directory

  • Database-based artefacts

    • Location: Oracle RDBMS (RATIONAL) on the Database Server (PADOC1)


The file server 1 2

The File Server (1/2)

\shared_artifacts

\PATRIS

\documents

\tools

\ibm

\rational

\admin \reqpro \outlines

\projects

\PATRIS

requirements.rqs

\soda \templates

\xde

Root directory for all shared artifacts

Directory holding shared and unversioned document

Directory holding shared settings/files specific to IBM Rational products

Directory holding the IBM RequisirePro files related to the PATRIS project

IBM Rational RequisitePro project for the PATRIS project

Directory holding the SoDA temaplest used in the PATRIS project


The file server 2 2

The File Server (2/2)

Root directory for the ‘Home’ directories of each team member

\homes

\<team_member_name_1>

\views

\workspaces

\<team_member_name_2>

\views

\workspaces

‘Home’ directory of a specific team member

Root directory for the snapshot Clearcase views dedicated to a specific team member

Root directory for the XDE workspaces dedicated to a specific team member


The rdbms server

The RDBMS Server

  • Type:

    • Oracle (ver 7.1.1.4)

  • Usage:

    • Holds the RequisitePro projects


The clearcase lt server

The Clearcase LT Server

  • VOBS

    • projects

      • Purpose: UCM PVOB

    • PATRIS

      • Purpose: Holds the PATRIS UCM components

Various UCM components

PATRIS ClearCase VOB

\PATRIS

\PATRIS-bus_scope

\PATRIS-bus_analysis

\PATRIS-sys_scope

\PATRIS-sys_analysis

\PATRIS-sys_existant

\PATRIS-sys_implementation

\PATRIS-project_management


The ucm components

The UCM Components

Syntax: <project_id>-<component_id>

  • PATRIS-baselines

    • Purpose: Stores composite baseline information

  • PATRIS-bus_scope

    • Purpose: Stores version controled artefact describing the scope of the business covered by the PATRIS project

  • PATRIS-bus_analysis

    • Purpose: Stores version controled artefacts describing the « internals » of the business covered by the PATRIS project

  • PATRIS-sys_scope

    • Purpose: Stores version controled artefact describing the scope of the system covered by the PATRIS project

  • PATRIS-sys_analysis

    • Purpose: Stores version controled artefacts describing the analysis of the PATRIS solution

  • PATRIS-sys_existant

    • Purpose: Stores version controled artefacts describing existing systems used at SPF-FOD

  • PATRIS-sys_implementation

    • Purpose: Stores version controled artefacts that are used to generate implementation artefacts (eg. SQL statements generated from the physical data model)

  • PATRIS-project_management

    • Purpose: Stores version controled artefacts that are used to manage the project (eg. SoDA templates and reports, project plans, etc)


The patris bus scope ucm component

The ‘PATRIS-bus_scope’ UCM component

  • This UCM component is used to hold information about the scope of the business covered by the PATRIS project. Traditionally, it should hold information like the description of business processes, visual representations of these, etc.

  • Component structure and content:

Root directory for the XDE projects and models

\PATRIS

\PATRIS-bus_scope

\models

\business_scoping

bususecase.mdx

\documents

Root of an XDE project

XDE business use-case model file

Directory holding documents describing business processes


The patris bus analysis ucm component

The ‘PATRIS-bus_analysis’ UCM component

  • This UCM component is used to hold information about the analysis of the business covered by the PATRIS project. Traditionally, it should hold information like the visual description of business flows, etc.

  • Component structure and content:

\PATRIS

\PATRIS-bus_analysis

\models

\business_analysis

busanalysis.mdx

Root directory for the XDE project and models

Root of an XDE project

XDE busines analysis model file


The patris sys scope ucm component

The ‘PATRIS-sys_scope’ UCM component

  • This UCM component is used to hold information about the scope of the system that should be developed during the PATRIS project. Traditionally, it should hold information like the description of system functionnalities, visual representations of these, etc.

  • Component structure and content:

Root directory for the XDE projects and models

\PATRIS

\PATRIS-sys_scope

\models

\system_scoping

sysusecase.mdx

userxp.mdx

\documents

Root of an XDE project

XDE use-case model file

XDE user experience XDE model file

Directory holding documents describing system fucntionalities


The patris sys analysis ucm component

The ‘PATRIS-sys_analysis’ UCM component

  • This UCM component is used to hold information about the analysis of the system developed during the PATRIS project. Traditionally, it should hold information like the visual description use-case realization, etc.

  • Component structure and content:

Root directory for the XDE projects and models

\PATRIS

\PATRIS-sys_analysis

\models

\system_analysis

systemanalysis.mdx

Root of an XDE project

XDE system analysis model file


The patris sys existant ucm component

The ‘PATRIS-sys_existant’ UCM component

  • Component structure and content:

Root directory for the XDE projects and models

\PATRIS

\PATRIS-sys_existant

\DB_Inventory

???.mdx


The patris sys implementation ucm component

The ‘PATRIS-sys_implementation’ UCM component

  • Component structure and content:

\PATRIS

\PATRIS-sys_implementation

\models

physicalmodel.mdx

Root directory for the XDE projects and models


The patris project management ucm component

The ‘PATRIS-project_management’ UCM component

  • Component structure and content:

\PATRIS

\PATRIS-project_management


The patris baselines ucm component

The ‘PATRIS-baselines’ UCM component


The ucm projects

The UCM Projects

Syntax: <project_id>-<release_id>-<ucmproject_id>

  • PATRIS-PE-BA

    • Purpose:

    • Read-write components: PATRIS-baselines, PATRIS-bus_scope, PATRIS-bus_analysis, PATRIS-sys_scope, PATRIS-sys_analysis

    • Read-only components: PATRIS-sys_existant

    • Invisible components: PATRIS-project_management, PATRIS-sys_implementation

  • PATRIS-PE-DM

    • Purpose:

    • Read-write components: PATRIS-baselines, PATRIS-sys_existant, PATRIS-sys_implementation

    • Read-only components: PATRIS-bus_scope, PATRIS-bus_analysis, PATRIS-sys_scope, PATRIS-sys_analysis

    • Invisible components: PATRIS-project_management

  • PATRIS-PE-MGMT

    • Purpose:

    • Read-write components: PATRIS-baselines, PATRIS-project_management

    • Read-only components: PATRIS-bus_scope, PATRIS-bus_analysis, PATRIS-sys_scope, PATRIS-sys_analysis, PATRIS-existant, PATRIS-sys_implementation

    • Invisible components: -


The ucm components vs the ucm projects

The UCM Components vs. the UCM Projects

PATRIS-PE-BA

PATRIS-PE-DM

PATRIS-PE-MGMT

PATRIS-baselines

PATRIS-bus_scope

PATRIS-bus_analysis

PATRIS-sys_scope

PATRIS-sys_analysis

PATRIS-sys_existant

PATRIS-sys_implementation

PATRIS-project_management


The patris pe ba ucm project

The ‘PATRIS-PE-BA’ UCM project

  • Example of what a member of the PATRIS project joining the PATRIS-PE-BA UCM project would see in his Clearcase view:

\Views

\laess_PATRIS-PE-BA_int

\PATRIS

\PATRIS-bus_analysis

\models

\business_analysis

\PATRIS-bus_scope

\models

\business_scoping

\PATRIS-sys_analysis

\models

\system_analysis

\PATRIS-sys_existant

\DB_Inventory

\PATRIS-sys_scope

\models

\system_scoping

Root of the ClearCase snapshot view used by a team member (playing the role of a Business Analyst) to access the files stored in the various UCM components


The patris pe dm ucm project

The ‘PATRIS-PE-DM’ UCM project

  • Example of what a member of the PATRIS project joining the PATRIS-PE-DM UCM project would see in his Clearcase view:

\Views

\laess_PATRIS-PE-DM_int

\PATRIS

\PATRIS-bus_analysis

\models

\business_analysis

\PATRIS-bus_scope

\models

\business_scoping

\PATRIS-sys_analysis

\models

\system_analysis

\PATRIS-sys_existant

\DB_Inventory

\PATRIS-sys_scope

\models

\system_scoping

Root of the ClearCase snapshot view used by a team member (playing the role of a database Modeler) to access the files stored in the various UCM components


The patris pe mgmt ucm project

The ‘PATRIS-PE-MGMT’ UCM project

  • Example of what a member of the PATRIS project joining the PATRIS-PE-MGMT UCM project would see in his Clearcase view:

\Views

\????_PATRIS-PE-MGMT_int

\PATRIS

\PATRIS-bus_analysis

\models

\business_analysis

\PATRIS-bus_scope

\models

\business_scoping

\PATRIS-sys_analysis

\models

\system_analysis

\PATRIS-sys_existant

\DB_Inventory

\PATRIS-sys_scope

\models

\system_scoping

Root of the ClearCase snapshot view used by a team member (playing the role of the Project manager) to access the files stored in the various UCM components


The ucm activities

The UCM Activities

  • Guidelines:

    • When creating a new UCM activity, prefix the activity label with the initials of the team member creating the activity. Note: check if the initials can uniquely identify each team member.

  • Notes:

    • With time, recurrent activities will appear. This will allow you to define a list of possible UCM activities. Eventually, these could be provided through a Clearquest database (linked with an MS project plan)


Making a baseline 1 4

Making a Baseline (1/4)

Example: Creation of a new baseline in the PATRIS-PE-BA_I stream

  • Start "Make Baseline" operation.


Making a baseline 2 4

Making a Baseline (2/4)

Enter the name of the new baseline


Making a baseline 3 4

Making a Baseline (3/4)

  • Select activities to be baselined.

  • Click on properties to see the details of an activity.

  • Click OK to create the baseline


Making a baseline 4 4

Making a Baseline (4/4)

  • Check the "Make Baseline" completion status.

  • Click "Properties" to view the details of any of the new baselines.

  • Click "Close" to close the dialogue.


Recommending a baseline 1 2

Recommending a Baseline (1/2)

  • Start the "Recommend Baseline" operation


Recommending a baseline 2 2

Recommending a Baseline (2/2)

  • Click "Seed List" to automatically update the recommended baselines

  • Click OK to execute the operation


Performing rebasing between ucm projects 1 15

Performing rebasing between UCM projects (1/15)

  • The interproject rebase operation will be based used to inject baselines of components modified in the PATRIS-PE-BA project into the PATRIS-PE-DM project and vice-versa.

  • This is typically executed after the creation of new baselines as described in the previous paragraph.


Performing rebasing between ucm projects 2 15

Performing rebasing between UCM projects (2/15)

Example: Rebase the PATRIS-PE_DM-I steam on the PATRIS-PE-BA_readme_2 baseline.

  • Start the "Rebase Stream" operation


Performing rebasing between ucm projects 3 15

Performing rebasing between UCM projects (3/15)

  • Ignore the warning and click OK.


Performing rebasing between ucm projects 4 15

Performing rebasing between UCM projects (4/15)

  • Click "Change" and select your view on PATRIS-PM-DM_I

  • Click the "Advanced" button


Performing rebasing between ucm projects 5 15

Performing rebasing between UCM projects (5/15)

  • Select the baselines you want to change and click change.

  • It's recommended to select the composite baseline because this will pull in all the other changed baselines.


Performing rebasing between ucm projects 6 15

Performing rebasing between UCM projects (6/15)

  • You will get the following warning if you are about to override the composite baseline definition by selecting an individual baseline for change.


Performing rebasing between ucm projects 7 15

Performing rebasing between UCM projects (7/15)

  • Click "Change" and select "Browse"


Performing rebasing between ucm projects 8 15

Performing rebasing between UCM projects (8/15)

  • Select the stream that contains the baseline to which you want to rebase. In this example it's the PATRIS-PE-BA_I stream. Click "OK"


Performing rebasing between ucm projects 9 15

Performing rebasing between UCM projects (9/15)

  • Select the baseline from the list. In the example it's PATRIS-PE-BA_readme_2. Click "OK"


Performing rebasing between ucm projects 10 15

Performing rebasing between UCM projects (10/15)

  • Review the selected baselines. Click "OK"


Performing rebasing between ucm projects 11 15

Performing rebasing between UCM projects (11/15)

  • Click "OK" to start the rebase operation


Performing rebasing between ucm projects 12 15

Performing rebasing between UCM projects (12/15)

  • Click "Complete" to finish the rebase operation.


Performing rebasing between ucm projects 13 15

Performing rebasing between UCM projects (13/15)

  • Make new composite baseline


Performing rebasing between ucm projects 14 15

Performing rebasing between UCM projects (14/15)

  • IMPORTANT !!!: Unselect all activities


Performing rebasing between ucm projects 15 15

Performing rebasing between UCM projects (15/15)

  • Recommend the baseline.


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