04-T1. Assignement 1 Zachman fwk, class diagram, ECA rules
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1 04-T1. Assignement 1 Zachman fwk, class diagram, ECA rules F. Dalpiaz & J. Mylopoulos -- OIS Slide 1
2 Assignment 1: outline Choose an existing or a new organization Describe it textually (Zachman, row 1) Create a report about your analysis (rows 1 & 2) Model the organization (Zachman, row 2) F. Dalpiaz & J. Mylopoulos -- OIS Slide 2
3 Assignment 1 Step 1. Choose an existing or a new organization; for example, DISI a new company you want to make that sells website services (creates, re-designs, maintains websites) a new mobile communication network provider If it is a large organization (e.g., hundreds of employees / stakeholders) you may want to focus on some part of the organization. For example, for DISI, you may want to focus on the PhD programme TODO: Choose team-mate and send a lines description to dalpiaz@disi.unitn.it within March, 12th F. Dalpiaz & J. Mylopoulos -- OIS Slide 3
4 Assignment 1 Step 2. Present the organization to the class (March, 14th) Presentation to the class (max 10 minutes, 2-3 slides) What to present? An overview of the organization (sector, size, location, ) Specific features (that make it different from competitors!) Hypothetical plans about the future of the organization Why this step? Get feedback from class and instructor! F. Dalpiaz & J. Mylopoulos -- OIS Slide 4
5 Assignment 1 Step 3. Describe the organization in natural language (English/Italian). Use the Zachman framework to determine what to model. Focus on row 1 of the Zachman table (Scope) Step 4. Identify objects (such as products and important objects in the domain) as well as time constraints: Model objects in terms of class diagrams Model time constraints as ECA rules F. Dalpiaz & J. Mylopoulos -- OIS Slide 5
6 Assignment 1 Tutorial 2 Step 5. Identify actors (agents, positions, roles) and define for them role, partof and authority hierarchies Model: organizational chart (suggested: i* or ADONIS) Step 6. For important actors in the organization, identify their goals and interdependencies Model: i* dependency and rationale diagrams Tutorial 3 Step 7. Identify business processes through which the organization delivers services and conducts its business. Model at least two of them; Model: BPMN / ADONIS F. Dalpiaz & J. Mylopoulos -- OIS Slide 6
7 Assignment 1 Step 8. Report on your problem, models and analysis. DEADLINE (strict): April, 20th F. Dalpiaz & J. Mylopoulos -- OIS Slide 7
8 Step 1-2 HSD is a hardware/software wholesaler established in 1998 The company started as a small enterprise (2 associates and 3 employees) and has grown to become medium sized (80 employees) HSD targets European retailers of any size, from small computer shops to large electronics chains. Supplies are bought from Taiwan HSD aims wantsto provide high quality products to retailers and ensure very competitive prices. In order to do so, it buys goods from producers. The success of HSD is also due to efficient logistics based on just-in-time policies Future plans: the management wants now to target end users as well F. Dalpiaz & J. Mylopoulos -- OIS Slide 8
9 The Zachman framework Focus of A1 F. Dalpiaz & J. Mylopoulos -- OIS Slide 9
10 Step 3: Contextual view (Why) Goal List: primary high level organizational goals (How) Process List: list of all known processes (What) Material List: list of all known organizational entities (Who) Organizational Unit & Role List: list of all organization units, sub-units, and identified roles (Where) Geographical Locations List: locations important to organization; can be large and small (When) Event List: list of triggers and cycles important to organization F. Dalpiaz & J. Mylopoulos -- OIS Slide 10
11 (Who) Organizational Units & Roles Organizational units: Purchase department Sales department Logistics department Roles: Supplier Customer Sales agent Supplies manager Website developer Sales campaign manager Complaints responsible Warehouseman Shipper Bank... F. Dalpiaz & J. Mylopoulos -- OIS Slide 11
12 Why/Goal List Supplier: sell produced goods, expand market Customer: purchase hardware/software, quick delivery of supplies, low cost, free shipping Salesman: find new customers, increase own salary, customers satisfaction Supplies manager: find cheap and reliable providers, check on-time delivery, prevent products unavailability Warehouseman: earn salary, place items in warehouse Website developer: develop easy-to-use website, attract online customer, check concurrent websites... F. Dalpiaz & J. Mylopoulos -- OIS Slide 12
13 (How) Process List Verify whether orders are fulfillable Define low-cost guarantee sales campaigns Sell and ship products to retailer Buy product from manufacturer Hardware warehousing Attract new customers via salesagents... F. Dalpiaz & J. Mylopoulos -- OIS Slide 13
14 (What) Material List Goods Hardware: producer, model, technical features Software: SW house, name, version, description Invoice Order Supplier: name, address, country, rating Bank account: rates, amount, bank ID Website Warehouse: layout, slots availability, F. Dalpiaz & J. Mylopoulos -- OIS Slide 14
15 (When) Event List Suppliers promote new products An order is shipped Warehouse is almost full An order cannot be fulfilled Market share decreases... F. Dalpiaz & J. Mylopoulos -- OIS Slide 15
16 (When) Event List Suppliers promote new products An order is shipped Warehouse is almost full An order cannot be fulfilled Market share decreases... F. Dalpiaz & J. Mylopoulos -- OIS Slide 16
17 (Where) Geographical Locations List Suppliers factory Warehouse Website Order management information system Customer retailers... F. Dalpiaz & J. Mylopoulos -- OIS Slide 17
18 Steps 4-7: Conceptual view Motivation/Why: Policies, procedures and standards for each process [i* goal model] Function/How: Business processes [BPMN / ADONIS] Data/What: Business data [class diagram] People/Who: Roles and responsibilities in each process [i* + BPMN / ADONIS] Time/When: Events for each process and sequencing of integration and process improvements [ECA rules] Network/Where: Locations related to each process [class diagram] Not required in A2 F. Dalpiaz & J. Mylopoulos -- OIS Slide 18
19 Step 4a: Identify objects Model and describe the WHAT column of the first row of the Zachman framework Use an UML class diagram Class Composition Association Specialization Aggregation F. Dalpiaz & J. Mylopoulos -- OIS Slide 19
20 Class diagrams: tips Use classes to represent entities Use attributes to describe entity properties Use association to link two classes via a generic relation Model part-whole class relations aggregation if the part can exist without the whole composition if the part cannot exist without the whole Use specialization to relate generic entities to more specific ones F. Dalpiaz & J. Mylopoulos -- OIS Slide 20
21 Class diagram for HSD F. Dalpiaz & J. Mylopoulos -- OIS Slide 21
22 Step 4b: When? It is crucial to define when things should happen! e.g. when should an activity be executed? ECA Rules tie together events and actions Event: the signal that triggers the rule Condition: if evaluates to true, the rule applies Action: something to perform Semantics: if the event happens and the condition is true, then the action must be performed F. Dalpiaz & J. Mylopoulos -- OIS Slide 22
23 ECA rules via business processes Business process models inherently support ECA rules As they are state machines! How? Events can be associated to transitions: if the event happen, the transition is triggered The condition is represented by the activity the transition starts from The action is the activity the transition ends to Transitions might be triggerless (the event is the completion of the source activity) F. Dalpiaz & J. Mylopoulos -- OIS Slide 23
24 ECA rules: example ordershippedto(o,c) [o.invoice > 1000 ] feedbackprovided(c,o) within 2 days [status= customer out] [status= shipped] Ship order [invoice > 1000 ] Request feedback... [status= wrong address] Notify logistics F. Dalpiaz & J. Mylopoulos -- OIS Slide 24
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