Olivier B

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PATRIS project _at_ SPF-FOD Configuration
Management Guidelines Last update 5-APR-04

• Olivier Béghain
• IT Specialist
• olivier.beghain _at_ be.ibm.com

Vincent Urbain Senior Consultant vincent.urbain _at_
be.ibm.com
Willy Dhondt IT Specialist willy.dhondt _at_
be.ibm.com
2
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

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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

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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
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The File Server (2/2)
Root directory for the Home directories of each
team member

• \homes
• \ltteam_member_name_1gt
• \views
• \workspaces
• \ltteam_member_name_2gt
• \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
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The RDBMS Server

• Type
• Oracle (ver 7.1.1.4)
• Usage
• Holds the RequisitePro projects

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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_mana
gement
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The UCM Components

• Syntax ltproject_idgt-ltcomponent_idgt
• 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)

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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
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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
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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
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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
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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
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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
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The PATRIS-project_management UCM component

• Component structure and content

\PATRIS \PATRIS-project_management
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The PATRIS-baselines UCM component

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The UCM Projects

• Syntax ltproject_idgt-ltrelease_idgt-ltucmproject_idgt
• 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 -

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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
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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

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

• \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

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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

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

• \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

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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

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

• \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

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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)

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Making a Baseline (1/4)

• Example Creation of a new baseline in the
  PATRIS-PE-BA_I stream
• Start "Make Baseline" operation.

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Making a Baseline (2/4)

1. Enter the name of the new baseline

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Making a Baseline (3/4)

1. Select activities to be baselined.
2. Click on properties to see the details of an
   activity.
3. Click OK to create the baseline

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Making a Baseline (4/4)

1. Check the "Make Baseline" completion status.
2. Click "Properties" to view the details of any of
   the new baselines.
3. Click "Close" to close the dialogue.

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Recommending a Baseline (1/2)

1. Start the "Recommend Baseline" operation

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Recommending a Baseline (2/2)

1. Click "Seed List" to automatically update the
   recommended baselines
2. Click OK to execute the operation

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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.

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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

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Performing rebasing between UCM projects (3/15)

1. Ignore the warning and click OK.

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Performing rebasing between UCM projects (4/15)

1. Click "Change" and select your view on
   PATRIS-PM-DM_I
2. Click the "Advanced" button

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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.

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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.

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Performing rebasing between UCM projects (7/15)

1. Click "Change" and select "Browse"

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Performing rebasing between UCM projects (8/15)

1. 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"

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Performing rebasing between UCM projects (9/15)

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

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Performing rebasing between UCM projects (10/15)

1. Review the selected baselines. Click "OK"

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Performing rebasing between UCM projects (11/15)

1. Click "OK" to start the rebase operation

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Performing rebasing between UCM projects (12/15)

1. Click "Complete" to finish the rebase operation.

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Performing rebasing between UCM projects (13/15)

1. Make new composite baseline

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Performing rebasing between UCM projects (14/15)

1. IMPORTANT !!! Unselect all activities

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Performing rebasing between UCM projects (15/15)

1. Recommend the baseline.