rsc 2009 understanding ibm rational method composer

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© 2009 IBM Corporation PPM23 Understanding IBM Rational Method Composer David Trent Market Manager, Best Practices Segment for Rational Software [email protected]

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Presentation given at the Rational Software Conference in 2009 on Rational Method Composer (RMC).

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Page 1: Rsc 2009   Understanding Ibm Rational Method Composer

© 2009 IBM Corporation

PPM23

Understanding IBM Rational Method Composer

David TrentMarket Manager, Best Practices Segment for Rational Software

[email protected]

Page 2: Rsc 2009   Understanding Ibm Rational Method Composer

IBM Rational Software Conference 2009

2PPM23 – Understanding Rational Method Composer

Intended Audience

Ideal attendee Previous exposure to IBM Rational Method Composer (RMC): none to moderate

May or may not have heard about “practices”…and wants to better understand what they are

Wants to better understand RMC’s role in supporting theIBM Measured Capability Improvement Framework (MCIF)

Would like to receive an overview of RMC’s

Method content and see a demo of the Rational Unified Process (RUP) & IBM Practices and learn about the similarities and differences between them

Tooling and better understand what it does and why and the value that provides

Would like to learn more about the last release of RMC (v7.5 in October 2008)in the context of RMC as a whole – doesn’t want a “feature dump” of the last release

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IBM Rational Software Conference 2009

3PPM23 – Understanding Rational Method Composer

Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

4PPM23 – Understanding Rational Method Composer

Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

5PPM23 – Understanding Rational Method Composer

Common Business Challenges in Process Management

Project Execution “We have problems delivering projects on time, on budget, and meeting all high priority

requirements. There is no consistency or predictability.”

Compliance Audits “It’s a nightmare every time we’re audited. Demonstrating our process to the auditor is

laborious, time-consuming and painful.”

Process Improvement “We know our process isn’t working. We know we need to change it. We’re just not sure

what is the right process, how to effect that change and get everyone to follow it.”

Outsourcing / Distributed Development “Budget was just cut 40% and we need to outsource. How do we communicate our

process to the outsource vendor? If we don’t, they’re going to charge a premium.”

Process Deployment / Execution “We have a great process, but it is too expensive to maintain, and we are not effectively

deploying it.”

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IBM Rational Software Conference 2009

6PPM23 – Understanding Rational Method Composer

Why Is Process Management Important?

Without general concurrence in the organization about what your processes are how can anyone in the organization… Agree that ‘what is supposed to be done, isn’t being done’?

Qualitatively or quantitatively measure project performance?

Improve how are things are done?

Globally distributed development, outsourcing, and so forth implies that the team working together now likely hasn’t worked together before A common process provides all team members a reference point from which to anchor

their responsibilities to the team

It also provides the project manager and all other team leads a reference from which to have a conversation about the big picture and the immediate tasks at hand

Without a defined process and its associated governance project teams can make locally optimized decisions that are not optimal for the organization e.g. “We can do it quicker without requirements, version control, quality gates, …”

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IBM Rational Software Conference 2009

7PPM23 – Understanding Rational Method Composer

Common Technical Challenges in Process Management Formal Architecture

“We would never permit development projects using our development processto have poor architecture… but how process is authored and maintained typicallyviolates this by muddying its ‘data’, ‘logic’, and ‘presentation’ tiers!”

Using Automated Tooling; Leveraging Proven Technologies to Reduce Risk “DBAs use tools that perform ‘referential integrity’. Developers use tools that

generate/compile the language they code in. Why do methodologists & method engineers typically capture process in manually maintained HTML pages, documents, etc.?”

Exploring “Buy” vs. “Build”; Not Reinventing the Wheel “Many organizations consider commercial packages as an alternative. Almost all

development projects build atop J2EE or some other proven architecture and leverage code libraries. Why do most process initiatives ‘build a process from scratch’?”

Considering Deployment and Maintenance “The value of a process is not in the building of one, it is in the successful deployment and

adoption of it… and being able to respond to feedback and maintain it gracefully.”

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IBM Rational Software Conference 2009

8PPM23 – Understanding Rational Method Composer

Governance

Rational Software

Development Platform

ProcessLibrary

Rational Method

Composer

Process Management & Best Practices

Leverage a rich set of practices, process assets and guidance to capture & maintain development,

management, and governance processes

Automate, integrate, and govern core business

processes of software and systems delivery through an

integrated set of proven, industry leading tools

Manage, author, configure, and deploy effective processes tailored to project needs

Establish consistent processes driven by standards and best practices to support corporate governance objectives

IBM Measured Capability

Improvement Framework

A systematic approach to incrementally improve your business; identify high priority business objectives, software delivery practices to address those objectives, and measure practice adoption and business results.

What is IBM Process Management?Create, customize, publish, enact and measure software & systems delivery, practices and processes according to project needs

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IBM Rational Software Conference 2009

9PPM23 – Understanding Rational Method Composer

Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

10PPM23 – Understanding Rational Method Composer

IBM Rational Method Composer

IBM Rational Method Composer (RMC) is comprised of: Tooling that provides form-based entry to create and maintain

well-architected and maintainable methods

Methods in a “customizable process library” that includes IBM Practices,the Rational Unified Process (RUP), and plug-ins like MDSD Can be used as-is, customized, or leveraged to augment your own processes

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IBM Rational Software Conference 2009

11PPM23 – Understanding Rational Method Composer

Rational Method Composer - Tooling

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IBM Rational Software Conference 2009

12PPM23 – Understanding Rational Method Composer

Rational Method Composer - Methods

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IBM Rational Software Conference 2009

13PPM23 – Understanding Rational Method Composer

Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

14PPM23 – Understanding Rational Method Composer

Result: Easier, more effective deployment of customized and adaptable practices and processes

Agile Core

Governance and Compliance

Quality Management

Requirements Management

Change & Release Management

Architecture Management

Tooling Enhancements

New IBM Practices in Key Solution Areas

Share, manage, and download practices as assets with Rational Asset Manager (RAM) integration

Browse, select, and preview content moresimply and intuitively

Simply customize loosely coupled andalternative practices

Jump start creating and extending contentwith plug-in templates and wizards

Configure content in a more flexible wayusing tags, queries and wizards

Provide simple update and feedback mechanisms

IBM Rational Method Composer v7.5Create, customize, publish, enact and measureiterative and incremental practices according to project needs

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IBM Rational Software Conference 2009

15PPM23 – Understanding Rational Method Composer

Advantages of a Practice-Based ApproachGuidance for software and systems development, management, governance, and more

Applies the concepts of “components” or “services” to process management!

Addresses one aspect of the software lifecycle e.g., continuous integration, use-case driven development, performance testing, etc.

Can be incrementally and independently adopted

Can be mapped to operational objectives and development pain points

Adoption can be measured

Results:

Avoids self-inflicting too much process

Faster and more predictable results

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IBM Rational Software Conference 2009

16PPM23 – Understanding Rational Method Composer

Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

17PPM23 – Understanding Rational Method Composer

Leverage a Control Framework to Manage to Expected Business Results

Efficiency

Control

Value

Process Enactment / Governance Enforcement / Process AwarenessJazz Platform

Business Objectives

Process Definition / PracticesRational Method Composer

Operational Objectives

feedback

feedback

feedback

fee

db

ack

Performance Measurement

Value Metricse.g., ROI, ROA for SSD

Operational Effectiveness Metricse.g., Time to market, productivity

Practice Adoption/Maturity

subjective

Practice ArtifactsObjective

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IBM Rational Software Conference 2009

18PPM23 – Understanding Rational Method Composer

IBM Measured Capability Improvement FrameworkA systematic approach to software excellence

A phased approach that helps teams Adopt an incremental, measured

approach to transformation Focus on the core practices

that matter most Accelerate adoption through

out-of-the-box assets Articulate capability improvements

in terms of business value Support any method

Optimized for Agile practices

Empower teams to measure, manage and incrementally improve their software delivery capability.

Establish business and operational objectives

Prioritize practices and define roadmap

Accelerate adoption with tools and services

Report, analyze and act on results

Phase1

Phase2

Phase3

Phase4

Start next incremental improvement

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IBM Rational Software Conference 2009

19PPM23 – Understanding Rational Method Composer

Establish business and operational objectives

Prioritize practices and define roadmap

Accelerate adoption with tools and services

Report, analyze and act on results

Phase1

Phase2

Phase3

Phase4

IBM Executive Business Value Workshop for Software Delivery

IBM Health Assessment for Software Delivery

IBM Rational Self Check for Software Teams IBM Rational Method Composer IBM Rational Rapid Deployment Package for Agility @ Scale IBM Rational Software and Systems Delivery Platform

IBM Rational Insight IBM Rational Self Check for Software Teams

Start here to deploy solution

Start here to determine right

solution

Confirm results deliveredand start on next project

Start next incremental improvement

IBM Measured Capability Improvement FrameworkSupporting product and service offerings

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IBM Rational Software Conference 2009

20PPM23 – Understanding Rational Method Composer

Leverage MCIF Assets to Incrementally Define the Control Framework

Operational Level

Practice Level

Business Level

Process Enactment / Governance Enforcement / Process AwarenessJazz Platform

Business Objectives

Process Definition / PracticesRational Method Composer

Operational Objectives

feedback

feedback

feedback

fee

db

ack

Performance MeasurementIBM Rational Insight

Value Metricse.g., ROI, ROA for SSD

Operational Effectiveness Metricse.g., Time to market, productivity

Practice Adoption/Maturity

SubjectiveIBM Rational

Self-Check

Practice ArtifactsObjective

Phase 3-4: Rational Insight

Phase 3-4:Self-Check

Phase 3: Rational Method Composer

Phase 2:Health Assessment

Phase 1: Exec Business

Value Workshop

Phase 3:Deployment Package

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IBM Rational Software Conference 2009

21PPM23 – Understanding Rational Method Composer

Selected Presentations at RSCIBM Measured Capability Improvement Framework (MCIF)

PPM21 – “Speeding Process Adoption through IBM Rational Self Check for Software Teams”, Mon 4:15-5:45p in Southern Hemisphere V by P. Kroll

PPM06 – “Measure Your Results by Applying Measured Capability Improvement Framework and Rational Insight”,Tues 10:00-11:00a in Southern Hemisphere IV by P. Kroll and E. Larsen

PPM08 – “From Measure to Measure: Managing Performance with Metrics-driven Process Improvements”, Tues 2:15-3:15p in Southern Hemisphere V by K. Fryer & B. Reed

PPM25 – “IT Delivery in Challenging Times”,Tues 3:30-5:00p in Southern Hemisphere V by P. Kroll

PPM10 – “Using MCIF to implement IBM Rational Unified Process in a Microsoft Environment”, Wed 10:00-11:00a in Southern Hemisphere IV by A. Zachariah

PPM15 – “New IBM Practices in Practice - Integrating Measured Capability Improvement Framework with CMMI”, Thur 9:45-10:45a in Southern Hemisphere IV by J. Nordlund

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IBM Rational Software Conference 2009

22PPM23 – Understanding Rational Method Composer

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IBM Rational Software Conference 2009

23PPM23 – Understanding Rational Method Composer

Agenda

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

24PPM23 – Understanding Rational Method Composer

Rational Method Composer - Methods

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IBM Rational Software Conference 2009

25PPM23 – Understanding Rational Method Composer

Methods: Build vs. Buy Decision When a company decides to build its own process it is:

an extended period between when the decision is made and the process is ready

the longer a project goes without demonstratable results, the more likely it is to be stopped

an uphill battle to get stakeholders to accept every aspect of the process

lacking existing a base of additional documentation, training materials, and experts already knowledgeable about the process

When a company uses existing methods: the process can receive some initial customization very quickly… and be piloted on projects

to enable further customization through real field use and demonstrate success and value… which gives credibility to the project and helps ensure funding isn’t cut

the value of process is in the successful implementation of it, not in having created it

those who would have built the homegrown process can now instead help others do one

it provides an established and proven process that reduces “will it work” discussions

mitigates defensive postures caused by feeling of ownership and pride found in a homegrown process; as a result the adoption team often partners better with projects

it benefits from the scores of books and whitepapers, evolved and proven training materials, and an existing community of established and credentialed practitioners

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IBM Rational Software Conference 2009

26PPM23 – Understanding Rational Method Composer

Methods – Available before (and in) v7.5 Enterprise plug-ins

IBM Rational Unified Process, or RUP

IBM Rational Method for Portfolio Management(for Initiatives)

IBM Rational Method for Program Mobilization

IBM Tivoli Unified Process (ITUP)

RUP for Asset-Based Development

RUP with ITSM/ITUP Connection

RUP for Global Development and Delivery (GDD)

RUP for GDD Maintenance

Solution-specific plug-ins

SOA

RUP for Service-Oriented Modeling and Architecture

Governance

SOA Governance

Asset-Based Governance

RUP for Practical Software &Systems Measurement (PSM)

Compliance

RUP for CMMI®

Project-specific plug-ins

RUP for System z

RUP for Legacy Evolution

RUP for Maintenance Projects

RUP for COTS Package Delivery

RUP for Model-Driven Systems Development (MDSD)

Technology/tool-specific plug-ins

RUP for Rational Application Development

RUP for Rational Software Architect

RUP for WebSphere® Business Modeler (beta)

RUP for Automated Software Quality (Rational Performance Tester, Functional Tester, and Manual Tester)

Standard-specific plug-ins

RUP for Department of Defense Architecture Framework (DoDAF)

A collection of out-of-the-box method content and processes that you can customize to address a diverse set of enterprise and project needs and development styles

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IBM Rational Software Conference 2009

27PPM23 – Understanding Rational Method Composer

Methods – New for v7.5Method Authoring Method (MAM)

Three key method authoring work products:

Method SketchDraft of the method

(RMC) Method DefinitionFormal definition of the method

Method Web SitePublished web site

DerivationAutomaticGeneration

The method constituents(drafted in Method Sketch, formally defined in Method Definition, published in Method Web Site)

are the Method Elements.

Follow an iterative RMC-published process to create new processes

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IBM Rational Software Conference 2009

28PPM23 – Understanding Rational Method Composer

A collection of out-of-the-box method content and processes that you can customize to address a diverse set of enterprise and project needs and development styles

Methods – New for v7.5IBM Practices

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IBM Rational Software Conference 2009

29PPM23 – Understanding Rational Method Composer

But I Like RUP! What Does Practices Mean to Me?

Practices are an alternative to RUP, not a replacement

If you’re successful with what you’re doing and prefer your current implementation after examining “practices” keep doing what you’re doing!

The “IBM Practices” released in RMC 7.5 contains only a subset of RUP

For example: There are currently no practices to address theDeployment or Environment disciplines of RUP

Practices…

Advance process architecture and associated “standards”

Embody over a decade of feedback on “how to make RUP easier to understand”

Force our tooling to evolve to address its demands

Practices have evolved process management! Understanding what it is, the problems it solves, and the benefits it provides will help you on your own process journey whether or not you adopt “practices” per se.

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IBM Rational Software Conference 2009

30PPM23 – Understanding Rational Method Composer

Examine PublishedIBM Practices

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IBM Rational Software Conference 2009

31PPM23 – Understanding Rational Method Composer

Selected Presentations at RSCIBM Rational Method Composer (RMC) – including RUP and IBM Practices PPM18 – “Process Management: Yesterday, Today, and Tomorrow”,

Mon 11:30-1:00p in Southern Hemisphere V by D. Trent

SDP03 – “Introduction to the IBM Rational Unified Process”,Mon 1:45-2:45p in Northern Hemisphere A2 by A. Crain

PPM22 – “Lessons Learned in Customizing the Method Authoring Method for Ericsson”, Tues 10:00-11:00a in S. Hemisphere V by K. Houston & A. Giampi

PPM24 – “Process by Example”,Tues 2:15-3:15p in Southern Hemisphere V by B. MacIsaac

NPPM04 – “Leading a IBM Rational Unified Process (RUP) Adoption Using RUP”, Tues 8:00-9:00p in Southern Hemisphere V by A. Crain

PPM27 – “Can Agility and IBM Rational Unified Process Coexist in the Workplace? Yes!”, Wed 11:15-12:45p in Southern Hemisphere IV by K. Werner

PPM14 – “End-to-End Scenarios for Capturing, Enacting, Measuring, and Improving your Development Practices with IBM Rational Process Solutions”,Wed 4:15-5:45p in Southern Hemisphere IV by P. Haumer

PPM32 – “Migrating to IBM Rational Method Composer - A Success Story”,Thur 9:45-10:45a in Southern Hemisphere V by T. Bichler & P. Lagus

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IBM Rational Software Conference 2009

32PPM23 – Understanding Rational Method Composer

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IBM Rational Software Conference 2009

33PPM23 – Understanding Rational Method Composer

Agenda

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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IBM Rational Software Conference 2009

34PPM23 – Understanding Rational Method Composer

Rational Method Composer - Tooling

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IBM Rational Software Conference 2009

35PPM23 – Understanding Rational Method Composer

How Is RMC Tooling Used to Create and Publish Process?

Choose Methods (Practices)

Create Method Content

Build Processes

Customize the User Experience

Publish to Document or Web… and Deploy

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IBM Rational Software Conference 2009

36PPM23 – Understanding Rational Method Composer

Using Views

View – what can you define? Default drawer and item (page)

Drawers Order and Names

Treebrowser view structure Package structure (can be nested)

Individual Items

RMC enables view and publish decisions to be made independent of method decisions

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IBM Rational Software Conference 2009

37PPM23 – Understanding Rational Method Composer

How to publish? Select Configuration | Publish Choose to Publish to Web or Document Choose a Configuration

Publishing to Web / Document

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IBM Rational Software Conference 2009

38PPM23 – Understanding Rational Method Composer

Publishing options Choose between creating a static site or

a dynamic one using WAR files that can be run by J2EE web server

Set HTML Title Bar Send feedback to… Glossary? Index? Skin Use your own banner Validate external hyperlinks and repair Diagram defaults Navigation tree options

and content generation layouts Set activity page default

Publishing to Web (HTML)

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IBM Rational Software Conference 2009

39PPM23 – Understanding Rational Method Composer

Publishing to Web (HTML) – Example of Impact

TreebrowserIntegrated Searchas Applet (static)

or Servlet (dynamic)

Breadcrumbs

Virtual “frames” using Dojo

Where used in process

Feedback“Find page”

Publish as static HTMLor “dynamic” J2EE

web application via WAR

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IBM Rational Software Conference 2009

40PPM23 – Understanding Rational Method Composer

Publishing to Web (HTML) – Example of ImpactProcess: Publish option for

no “descriptors”

Process Breakdown in Navigation Tree

Show / Hide / Navigate “tabs”

Glossary& Index

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IBM Rational Software Conference 2009

41PPM23 – Understanding Rational Method Composer

Method Library Content

Dojo

Skin CSS

Content Element XML

Content Page XSL

Stylesheets

Static Web Application (with or without Search

applet)

Dynamic Web Application (with Search servlet)

Static Web Content + Search Index

Content Images

Search Applet

Search Servlet

RMC Site Generator

RMC Dojo Widgets

RMC Content Element XML

Generator

Attachments

RMC Architecture – Web Publish

High-level interpretation in “student notes”

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IBM Rational Software Conference 2009

42PPM23 – Understanding Rational Method Composer

Publishing to Web or Document

Publish to web or document form (PDF or Word)

Share information in a manner that best suits your organization Publish all processes to one web site or generate a web site for each process

Easily generate supporting reference documents with the same look-and-feel as the published web site

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IBM Rational Software Conference 2009

43PPM23 – Understanding Rational Method Composer

Publishing Reports (PDF or Word) How do I use reporting?

Leverage the Help files Help | Help Contents

Drill down on “Rational Method Composer” and “Using Reporting”

Read “Reporting Overview” first!

Easiest way is to leverage existingReport Templates Read “Report templates” to see what out-of-

the-box reports are available

Follow instructions for “Creating a report from report templates”

Follow instructions for “Creating a new report”, use desired ‘registered templates’ as per above step

File | View Report when done

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IBM Rational Software Conference 2009

44PPM23 – Understanding Rational Method Composer

Publishing to Web or Document

Publish to web or document form (PDF or Word)

Share information in a manner that best suits your organization Publish all processes to one web site or generate a web site for each process

Easily generate supporting reference documents with the same look-and-feel as the published web site

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IBM Rational Software Conference 2009

45PPM23 – Understanding Rational Method Composer

Generating Reports

Define and create your own reports in PDF, Word, or Excel format RMC ships with open source BIRT reporting tool already integrated!

Synthesize information for your process stakeholders Method architecture: What are the dependencies among plug-ins?

Method health: What tasks don’t have output work products (yet)?

Process audit: Generate a mapping of each process to regulatory, reference, or corporate standards!

e.g. FDA, CoBIT, BASEL2, CMMI

Project governance: Generate a ‘development case’ out of RMC!

Project cheat sheets: What tools are used to create what work products?

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IBM Rational Software Conference 2009

46PPM23 – Understanding Rational Method Composer

Further Customize Look-and-Feel via Skins

RMC allows for style sheet selection at publish time Define a skin before publishing and use it to publish

Skin definition requires manual CSS and XSL manipulation

What does can be controlled by skins? Any style sheet used in the main view! Page Layout

Background color, font, etc.

Rearrange/remove sections

Hide/display attributes

User interface text Standard default text strings

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IBM Rational Software Conference 2009

47PPM23 – Understanding Rational Method Composer

What and Where are Skins? What are “skins”?

Files that contain the CSS and XSL definitions Published web site: define look-and-feel Report and document: some aspects

Where are they stored? In the user’s home directory

Typically: C:\Documents and Settings\<user>\RMC\Skins

What skins ship with RMC? Two: “RMC” and “RMC Compact”

How can I learn more about skins? http://www.ibm.com/developerworks/rational/library/08/0708_gangavaram-haumer/i

ndex.html

Be aware though that they are “unsupported” as changing skins is akin to manually editing code!

Note: RUP uses “RMC” skin and IBM Practices uses “RMC Compact”

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IBM Rational Software Conference 2009

48PPM23 – Understanding Rational Method Composer

How Is RMC Tooling Used to Create and Publish Process?

Choose Methods (Practices)

Create Method Content

Build Processes

Customize the User Experience

Publish to Document or Web… and Deploy

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RMC 7.5 Tooling Themes

To browse, select, and preview content in simple intuitive wayProcess Builder

To manage loosely coupled and alternative practicesSlots

To configure content in a more declarative wayTags, Queries, and Wizards

To jump start adding contentPlug-in Templates and Wizards

To share, manage, and download practices as assetsIntegration with Rational Asset Manager (RAM)

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Process Builder – Simplifying Content Selection

Design goals for using practices in RMC 7.5

Make selecting and combing practices a simple and intuitive experience

Provide a guiding wizard-like UI experience to assemble a web site with practices

Support browsing of practices and instant previewing of the integrated results

Seamlessly and automatically integrate customer generated content and practices without the need to update the selection wizards

Provide flexibility to allow alternative wizards and customer generated wizards

Needs to work with any kind of content and not only practices

Result shall be a normal RMC method configuration that can be further refined using the standard RMC editing tools

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View RMCProcess Builder Capability

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How Is RMC Tooling Used to Create and Publish Process?

Choose Methods (Practices)

Create Method Content

Build Processes

Customize the User Experience

Publish to Document or Web… and Deploy

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Separating Method Content and Process

METHOD = METHOD CONTENT + PROCESS

Method content is the description of work that can be reused as key building blocks. Method content describes tasks, roles, work products, guidelines, and so on, that are involved in completing work.

Processes are the order of doing work. They provide the order for the method content. Processes will differ depending on project type, size, or other characteristic.

A Method provides both the descriptions of work and the order of work. A method is end-to-end and is usable on a project. An example of a method is IBM Rational Unified Process (RUP).

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Depicting Method Content and Process Elements

Examples of Guidance: Concept, Example, Template, Tool Mentor, Whitepaper, Roadmap, etc.

Method Element

ProcessElement

ContentElement

Role

Work Product

GuidanceCapabilityPattern

TaskActivity

DeliveryProcess

A method is defined in terms of Method Elements.

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Defining Method Content Element Relationships

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Standard Structure

RMC leverages basic structural units and SPEM core concepts

Library

Plug-in

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Template Approachability

Simplicity in data entry through use of templates

Task template

Attributes

Template tabs

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So How Is RMC Used to Create and Publish Process?

Lets focus on how this occurs conceptually using a basic case rather than on the mechanics of it or in more complicated scenarios

Lets present this in the easiest way to understand the tool rather than complicate comprehension by trying to dive into how tends to be actually done

Lets introduce and use tool terminology to teach about the tool without teaching how to use it

As we step through how RMC is used in these next few slides we’ll keep terminology clarification in black and use blue for what we would do

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Step 1: Define Method Architecture

The base unit of architecture is the plug-in Plug-ins can stand alone or they can be

dependent on one or more other plug-ins

Note that plug-ins are organized such that they leverage the “key concept” presented earlier

Method = Method Content + Process

Plug-ins are organized in a library

Configurations define what set of plug-ins are being used together Using one set of plug-ins in the library Classic

RUP is created, using another set RUP for SOMA

Determine what existing plug-ins to leverage

Determine what new plug-ins we need

Create a configuration that includes all plug-ins being used

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Step 2: Create Method Content

Method Content is organized into packages that contain tasks, roles, work products, and guidance As depicted on “key concept” slide

Each method content element, such as a task, allows for form based entry for attributes of that element as well as relationships it has to other elements (e.g. tasks have performing roles)

Guidance exemplified: Templates, checklists, key concepts, and tool mentors

Create desired new tasks, roles, work products, and guidance

Use RMC design mechanism (“variability type”) to customize existing content instead of directly editing that content

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Step 3: Build Processes

There are two types of processes: Capability Patterns and Delivery Processes As depicted on “key concept” slide

Think of Capability Patterns as “process patterns” as they are typically used to build Delivery Processes (think “complete processes”)

Processes built by constructing WBSthat includes predecessors, etc.

Configuration selected drivesprocess construction

Build / modify Capability Patternsusing Method Content or other CPsadding phase, iteration, and activityhierarchies

Build / modify Delivery Process insimilar fashion

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Configurations also define what views to publish

What’s a view? What you see in the treebrowser portion of RUP for navigation purposes

Define “tabs” and content of tabs in view; set one tab as default

Step 4: Define Views

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Step 5: Publish to Web or Document

Publish to web creates static HTML or a “dynamic” version (WAR file)

Publish to document creates a PDF or Word document

Using the publishing wizard select desired options and “publish”

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Configurations

A base task and two adjustments to that task are defined. How does RMC know which task(s) to leverage in creating processes and publishing? Use Plug-in A?

Use Plug-in A and Plug-in B?

Use Plug-in A and Plug-in C?

Use all three plug-ins?

Use none of these plug-ins?!?

A configuration defines the plug-ins to use

Note that a layered plug-in architecture is needed to prevent “circular references” If Plug-in B is dependent on Plug-in A,

RMC will not allow Plug-in A to be dependent on Plug-in B

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Other RMC Capabilities - Diagrams

Diagrams Use RMC generated-diagrams and tweak if desired… or import diagrams from elsewhere

Types: Activity, Activity Detail, and Work Product Dependency

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Agenda

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Publishing to web/document, publishing reports, changing skins

Choosing methods (practices)

Understanding the meta-model, authoring, selecting views

Integrations overview; select additional RMC 7.5 capabilities

Wrap Up

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Query-Based Custom Categories Tags can be used to allow for dynamic assignment to

custom categories Usage example: Published web site treebrowser views

Extended Milestone Concept Milestones can now be associated with work products

Horizontal Layout of Activity Diagrams Previously only vertical layout was possible

Graphical Image Map Editor for the Rich Text Editor Include your own images and draw hotspots on those images

Usage example: Quickly enabling custom graphic drill-down

Spell Checker for Rich Text Editor Reduce spellnig erorrs!

Publish HTML in RMC as a Batch Command Simplify your build management environment

Usage example: “RMC.exe –rmcsilent publish” with additional parameters

Online Help Updated, Tutorials Rewritten

RMC v7.5 Capabilities of Interest

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RMC Integrations

Perform version control on RMC libraries Integrates with ClearCase, Subversion, or CVS

Model your business then jump start your process definition

Analyze your process definition via business modeling Integrates with WebSphere Business Modeler

Project manage using a project template generated from your process Integrates with MS Project

Estimate using projects using your process Integrates via MS Project to: SEER by Galorath, SLIM by QSM

Easily find what new / updated Rational methods are available

Manage your process assets like other IT assets Integrates with Rational Asset Manager

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Selected Presentations at RSCIBM Rational Method Composer (RMC) – including RUP and IBM Practices PPM18 – “Process Management: Yesterday, Today, and Tomorrow”,

Mon 11:30-1:00p in Southern Hemisphere V by D. Trent

SDP03 – “Introduction to the IBM Rational Unified Process”,Mon 1:45-2:45p in Northern Hemisphere A2 by A. Crain

PPM22 – “Lessons Learned in Customizing the Method Authoring Method for Ericsson”, Tues 10:00-11:00a in S. Hemisphere V by K. Houston & A. Giampi

PPM23 – “Understanding IBM Rational Method Composer”,Tues 11:30-1:00p in Southern Hemisphere V by D. Trent

PPM24 – “Process by Example”,Tues 2:15-3:15p in Southern Hemisphere V by B. MacIsaac

NPPM04 – “Leading a IBM Rational Unified Process (RUP) Adoption Using RUP”, Tues 8:00-9:00p in Southern Hemisphere V by A. Crain

PPM27 – “Can Agility and IBM Rational Unified Process Coexist in the Workplace? Yes!”, Wed 11:15-12:45p in Southern Hemisphere IV by K. Werner

PPM14 – “End-to-End Scenarios for Capturing, Enacting, Measuring, and Improving your Development Practices with IBM Rational Process Solutions”,Wed 4:15-5:45p in Southern Hemisphere IV by P. Haumer

PPM32 – “Migrating to IBM Rational Method Composer - A Success Story”,Thur 9:45-10:45a in Southern Hemisphere V by T. Bichler & P. Lagus

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Agenda

Process Management: Its Challenges and Importance

What is IBM Rational Method Composer? IBM Rational Method Composer (RMC)

RMC 7.5 and Practices

Understanding RMC in context of theIBM Measured Capability Improvement Framework (MCIF)

IBM Rational Method Composer Content High-level overview of all content

More detailed examination of RUP and IBM Practices content

IBM Rational Method Composer Tooling Understanding what makes it different

Capability overviews and the issues of process mgmt it addresses

Integrations overview

Wrap Up

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© Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

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© 2009 IBM Corporation

PPM23

BACKUP

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What is a Practice? A practice is an approach to solving one or several

commonly occurring problems

Practices are intended as "chunks" of processfor adoption, enablement, and configuration

Practices enable a compositional approachto building methods that offersthe following benefits:

Adaptability and scalability

Incremental adoption

Easy to configure and use

Enable community development

In effect, practices apply the conceptsof “components” or “services”to process management

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Practices Library Organization

Core

Framework and shared content plug-ins

Practice

Organized by context (management, technical)

Process

Reusable processes built from practices

Publish

Content specific to a configuration

De

pen

de

ncy

Most practices depend only on “core” plug-ins. Exceptions: 2 level project planning depends on iterative development

Risk-value lifecycle depends on 2 level project planning

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RMC-RAM Integration

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Deploy and share practices within an organization

Motivation:

Teams capturing their practices want to make these available to other teams

Organizations want to govern and deploy libraries of practices as reusable assets

Practice ‘users’ want to get help or provide feedback on practices

Rational wants to provide additional practices as downloads from within RMC

Solution: Bundle IBM® Rational® Asset Manager with RMC

Browse and search for practices within RMC

Rank, comment, or discuss on practice assets

Govern asset management and define submission and approval lifecycles

Create assets with practices or any other content (e.g. collections of tailored document templates or real-life examples)

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Utilizing IBM Rational Asset Manager (RAM)

GovernCreate/Modify Assets

Search/Retrieve Assets

Team Lead /Project

Manager/Practitioner

Process Engineer/PMO/PMC/CIO/CTO

ProcessEngineer

Define Measure

Project Manager/Reviewer/Approver

Team Lead /Process

Engineer

Asset Management Lifecycle

A collaborative software development asset management solution that gives organizations the ability to identify, manage and govern the:

Definition Development Consumption

of development process assets as well as many other development assets.

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Provide, search, use, and evaluate process assets

Easily locate existing reusable assets Search using categories, facets,

keywords

Indexed for fast retrieval

Rich client integration inserts assets directly inside Method Composer for download with 1-click

Evaluate Ratings, feedback, and discussions

Statistics help in asset evaluation

Create and package assets Supports reuse of process assets

Govern practice deployment with approval workflows, user commun-ities, and access rights

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Define and describe your practice as an asset

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Upload your practice to RAM server directly from RMC

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Search for assets, provide feedback, discuss in forums

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Download and install a practice asset with one right-click