ArchiMate Certification for People Conformance Requirements Version 2.0.1 January 2013
Copyright 2013, The Open Group All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior permission of the copyright owner. Boundaryless Information Flow is a trademark and ArchiMate, Jericho Forum, Making Standards Work, Motif, OSF/1, The Open Group, TOGAF, UNIX, and the ``X'' device are registered trademarks of The Open Group in the United States and other countries. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 Document Number: X115 Published by The Open Group, January 2013. Comments relating to the material contained in this document may be submitted to: The Open Group Apex Plaza Forbury Road Reading Berkshire, RG1 1AX United Kingdom or by electronic mail to: ogspecs@opengroup.org ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 2
Contents 1. Background... 5 1.1 Introduction... 5 1.2 Levels of Certification... 6 1.2.1 ArchiMate 2 Foundation... 6 1.2.2 ArchiMate 2 Certified... 6 1.3 Migration... 6 1.4 Program Logo... 6 1.5 Terminology and Definitions... 7 2. Conformance Terminology... 9 2.1 Unit Format... 9 3. Conformance Requirements... 10 3.1 Units... 10 3.1.1 Basic Concepts and Definitions... 10 3.1.2 Language Principles... 10 3.1.3 Concepts... 10 3.1.4 Relationships... 11 3.1.5 Viewpoints and Visualization... 11 3.1.6 Language Extension Mechanisms... 11 3.1.7 Tool Support for ArchiMate... 12 3.1.8 ArchiMate and Other Frameworks and Languages... 12 3.1.9 ArchiMate Certification Program... 12 4. Indicators of Compliance... 13 ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 3
Acknowledgements The Open Group gratefully acknowledges the contributions to this document by the following participants of the ArchiMate Forum: Brian Ballachy, HP Iver Band, Standard Insurance Company Bill Estrem, Metaplexity Associates Roland Ettema, Logica Henry Franken, BiZZdesign Henk Jonkers, BiZZdesign Andrew Josey, The Open Group Wilbert Kraan, JISC Marc Lankhorst, Novay Erik Proper, Public Research Centre Henry Tudor Doug Rinker, EA Principals Marius Snel, Knotion Raina Wissing, The Open Group Harmen van den Berg, BiZZdesign ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 4
1. BACKGROUND 1.1 Introduction The Open Group ArchiMate Certification Program for People (the Program) is intended to make certification available to people who have knowledge and understanding of ArchiMate Version 2.0 The Program is not intended to validate the ability of Candidates to use ArchiMate effectively in practice, nor to determine whether Candidates are competent IT or Enterprise Architects. The Program is intended to evolve, without major change to this policy, to address subsequent versions of ArchiMate that The Open Group may publish from time to time. The Program is designed with the following attributes: Openness The Program is open to applicants from all countries, although materials and examinations will initially be available only in English. Fairness Certification is achieved only by passing the applicable examination(s) and practical assessments that are the same as that taken by any other Candidate. Market Relevance The Program is structured to meet the perceived needs of the market for ArchiMate Certification. There are two certification levels. Additional levels may be introduced during the life of the Program, as may updated versions of ArchiMate. Support Training courses are provided by third parties, according to the needs of the market. Quality Training course providers may choose to seek Open Group accreditation for their courses. Accredited Training Courses (ATCs) are listed on The Open Group web site. Only accredited courses may use The Open Group logo and include the ArchiMate examinations and practical assessments within the course. Best Practice The Program is designed to comply with ISO/IEC 17024:2003: Conformity Assessment General Requirements for Bodies Operating Certification of Persons. The IAF Guidance Document for ISO/IEC 17024 1 has also been used to assist in the development of the Program. ArchiMate Certification is achieved by passing the applicable examination(s) and practical assessments. The Program is based upon a set of key documents: 1. The Certification Policy, which sets out the policies and processes by which a Candidate may achieve certification. 1 Guidance on the Application of ISO/IEC 17024:2003 (IAF GD 24 2004), published by the International Accreditation Forum, Inc. (www.iaf.nu). This document provides guidance to certification bodies seeking accreditation to ISO/IEC 17024:2003, and enables accreditation bodies to harmonize their application of the standards against which they assess certification bodies. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 5
2. The Conformance Requirements (this document), which documents the body of knowledge that a Candidate must possess to achieve certification. 3. The Accreditation Policy, which sets out the policies and processes by which a training course may achieve accreditation. 4. The Accreditation Requirements, which documents the criteria that must be met by an ATC. 1.2 Levels of Certification The Program currently includes the following levels of certification. 1.2.1 ArchiMate 2 Foundation The purpose of certification for ArchiMate 2 Foundation is to provide validation that the Candidate has gained knowledge of the notation, terminology, structure, and concepts of the ArchiMate modeling language. The learning objectives at this level focus on knowledge and comprehension. Target Audience The target audience for this level includes, but is not limited to: Individuals who require a basic understanding of the ArchiMate modeling language Professionals who are working in roles associated with an architecture project and who need to understand architecture artifacts developed using the ArchiMate modeling language Individuals who want to achieve a recognized qualification to demonstrate their knowledge of the ArchiMate modeling language 1.2.2 ArchiMate 2 Certified Target Audience The purpose of certification at this level is to provide validation that the Candidate has the knowledge, comprehension, and ability to apply the ArchiMate modeling language. The learning objectives at this level focus on knowledge, comprehension, and practical application. 1.3 Migration Not applicable. The target audience for this level includes, but is not limited to: Individuals who require to demonstrate practical usage and knowledge of the ArchiMate modeling language Individuals who will be responsible for developing architecture artifacts using the ArchiMate language notation Individuals who want to achieve a recognized qualification to demonstrate their practical ability to apply the ArchiMate modeling language 1.4 Program Logo Those certified within the Program are able to use an Open Group logo on their business cards, in proposals, in marketing materials, etc. In accordance with the Trademark License Agreement (TMLA) ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 6
and Trademark Usage Guide, the logo requires the use of a label (tag line) indicating the level of certification achieved. The labels for this version of the Program is as follows: Label ArchiMate 2 Foundation ArchiMate 2 Certified 1.5 Terminology and Definitions This table defines terms or clarifies the meaning of words used within this document. Where an acronym is also used, it is provided in parentheses. Accredited Training Course (ATC) Candidate Certification Authority (CA) Certification Directory Certification Record Certification System Deficiency (CSD) Certified Person Examination Provider Interpretation (INT) Unit Problem Report (PR) A training course, operated by a third party, that has successfully completed the accreditation process and which is listed in the register of Accredited Training Courses (ATCs) on the Certification Authority s web site. A person seeking ArchiMate Certification. The organization that manages the day-to-day operations of the Program in accordance with the policies defined in this document. The Open Group acts as the Certification Authority for ArchiMate Certification. The official list of all Certified Persons, which is maintained by the Certification Authority and made publicly available on the Certification Authority s web site. The information identifying the Candidate, including contact details, and describing the way in which the Candidate meets the Conformance Requirements, including the Candidate s level of certification. The Certification Record of a Certified Person is made available by the Certification Authority at the discretion of the Certified Person. An agreed error in the Certification System that is inhibiting the certification process. A Certification System Deficiency is one possible outcome of a Problem Report. A Candidate who has successfully completed the certification process, accepted the Trademark License Agreement (TMLA), and who has been notified in writing by the Certification Authority that the certification requirements have been met. The organization contracted by The Open Group to provide and administer The Open Group examinations. Decision made by the Authority that elaborates or refines the meaning of the Conformance Requirements, Certification Policy, Accreditation Requirements, Accreditation Policy, or a standard or best practice referenced therein. An Interpretation is one possible outcome of a Problem Report. What the Candidate should know, understand, or be able to do on completion of one or more Units. A related set of s derived from the ArchiMate specification. It is expected that a Unit would equate to between 30 and 90 minutes of taught learning equivalence. A question of clarification, intent, or correctness of an accreditation or certification document, or the web-based Certification System. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 7
Program Logo Authority (SA) Trademark License Agreement (TMLA) The logo or other trademarks as designated from time to time by The Open Group for use within the Program in relation to Certified Persons in accordance with the terms of the Trademark License Agreement (TMLA). The Open Group Architecture Forum, or its successor, which is responsible for developing, maintaining, and interpreting the Certification Policy, Conformance Requirements, Accreditation Policy, and Accreditation Requirements of the Program. The agreement between the Certified Person and The Open Group that contains the legal commitment by the Candidate to the terms and conditions of the Program and for use of the Program Logo. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 8
2. CONFORMANCE TERMINOLOGY The Conformance Requirements are specified as sets of Units. To achieve certification for a given level, Candidates must complete the applicable Units and successfully pass the corresponding Indicator of Compliance (see Section 4). The definition of the Units does not dictate the structure, order, or time duration that topics should be taught in an ATC. Training organizations are free to structure their courses as they see fit, so long as Candidates have the mandatory s at the end of a course for the target certification level. 2.1 Unit Format Each Unit is defined in a table with the following format: Unit Name: A descriptive name for the Unit. : A succinct statement of the purpose of the Unit, including a high-level learning outcome. : A reference back to the ArchiMate specification. This is required for traceability. Candidate Statement: A statement of what the Candidate is expected to have learned by completing the Unit. A specific term is used to define the depth of learning, from low to high as follows: Identify name one or more items. List name multiple items. Understand an understanding of the concept or item. Define provide a definition of a term. Demonstrate describe and explain a concept or term. Describe/State provide a description of or statement for a concept or item; give a factual statement. Explain provide a description with a rationale. Discuss the ability to write logically about a topic. Justify demonstrate the correctness of an assertion through a written discussion. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 9
3. CONFORMANCE REQUIREMENTS To achieve certification Candidates must complete all Units defined in Section 3.1 and successfully pass the applicable Indicator of Compliance for certification (see Section 4). All Units are applicable to both ArchiMate 2 Foundation and ArchiMate 2 Certified. 3.1 Units 3.1.1 Basic Concepts and Definitions 1. Basic Concepts and Definitions The purpose of this Unit is to introduce the basic concepts and key terminology of Enterprise Architecture and ArchiMate. Chapter 2 2 3.1.2 Language Principles 2. Language Principles 3.1.3 Concepts 3. Concepts The Candidate must be able to: 1. Describe what an enterprise is 2. Explain the purpose of an enterprise architecture 3. Explain what architecture is in the context of ArchiMate 4. List the different types of architecture that ArchiMate deals with (Spec. Ref. 2.5,2.9) The purpose of this Unit is to help the Candidate understand the principles and core concepts underlying the ArchiMate core language and extensions. Sections 2.1-2.8 The Candidate must be able to: 1. Briefly explain the structure and the ideas underlying the ArchiMate language (Spec. Ref. 2.1) 2. Identify the core concepts of ArchiMate and their relationships (Spec. Ref. 2.2-2.4) 3. Explain the aspects and layers in the ArchiMate framework (Spec. Ref. 2.5-2.6) 4. Explain the basic structure of the ArchiMate Motivation extension and its relationship to the ArchiMate core concepts (Spec. Ref. 2.7) 5. Explain the basic structure of the ArchiMate Implementation & Migration extension and its relationship to the ArchiMate core and motivation concepts (Spec. Ref. 2.8) The purpose of this Unit is to explain to the Candidate the concepts in the different layers and extensions of the ArchiMate framework. 2 The reference for the basic concepts of Enterprise Architecture is TOGAF 9.1, Chapter 1. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 10
3. Concepts Chapters 3,4,5,10,11 The Candidate must be able to understand and explain (the use of): 1. The ArchiMate concepts from the Business Layer (Spec. Ref. 3) 2. The ArchiMate concepts from the Application Layer (Spec. Ref. 4) 3. The ArchiMate concepts from the Technology Layer (Spec. Ref. 5) 4. The ArchiMate concepts from the Motivation Extension (Spec. Ref. 10) 5. The ArchiMate concepts from the Implementation & Migration Extension (Spec. Ref. 11) 3.1.4 Relationships 4. Relationships The purpose of this Unit is explain to the Candidate the relationships of ArchiMate. Chapters 6,7,10 The Candidate must be able to understand and explain (the use of): 1. The relationships between the Application Layer and the Business Layer (Spec. Ref. 6.1) 2. The relationships between the Technology Layer and the Application Layer (Spec. Ref. 6.2) 3. The structural relationships of ArchiMate (Spec. Ref. 7.1) 4. The dynamic relationships of ArchiMate (Spec. Ref. 7.2) 5. The Grouping, Junction, and Specialization relationships (Spec. Ref. 7.3) 6. The additional relationships in the Motivation extension (Spec. Ref. 10.3) 7. The concept of derived relationships (Spec. Ref. 7.5) 3.1.5 Viewpoints and Visualization 5. Viewpoints and Visualization The purpose of this Unit is to help the Candidate understand the concepts of views and viewpoints, and their role in ArchiMate. Chapter 8, Sections 10.5, 11.5 The Candidate must be able to: 1. Explain the concepts of View, Viewpoint, and Stakeholder (Spec. Ref. 8.2) 2. Explain the viewpoint classification of ArchiMate (Spec. Ref. 8.3) 3. Give examples of different types of viewpoints relating to the ArchiMate core, and explain how they can be used (Spec. Ref. 8.4) 4. Give examples of viewpoints relating to the Motivation extension, and explain how they can be used (Spec. Ref. 10.5) 5. Give examples of viewpoints relating to the Implementation & Migration extension, and explain how they can be used (Spec. Ref. 11.5) 3.1.6 Language Extension Mechanisms 6. Language Extension Mechanisms The purpose of this Unit is to help the Candidate understand how users or organizations can adapt the ArchiMate language for their own purpose. Chapter 9 ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 11
6. Language Extension Mechanisms The Candidate must be able to understand and explain: 1. The principle of adding attributes to ArchiMate concepts or relationships for specific purposes (Spec. Ref. 9.1) 2. How to define specializations of ArchiMate concepts, and give examples of specialized concepts (Spec. Ref. 9.2) 3.1.7 Tool Support for ArchiMate 7. Tool Support for ArchiMate The purpose of this Unit is to help the Candidate understand which types of functionality can be expected from ArchiMate-certified tools. The Candidate must be able to briefly explain: 1. How ArchiMate-certified tools can be used to support modeling and analysis with ArchiMate 3.1.8 ArchiMate and Other Frameworks and Languages 8. ArchiMate and Other Frameworks and Languages The purpose of this Unit is to help the Candidate understand how ArchiMate relates to other languages and frameworks, such as UML or TOGAF. Chapters 2,3,4, Sections 3.3.1, 8.3 The Candidate must be able to briefly explain: 1. How ArchiMate(core and extensions) relates to TOGAF (Spec. Ref. 2.9) 2. How ArchiMate can be used in combination with detailed design languages such as BPMN or UML (Spec. Ref. 2,3,4,3.3.1,8.3) 3.1.9 ArchiMate Certification Program 9. ArchiMate Certification Program (Non-examinable) The purpose of this Unit is to help the Candidate understand the ArchiMate Certification program. The Candidate must be able to: 1. Explain the ArchiMate Certification program ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 12
4. INDICATORS OF COMPLIANCE The Indicators of Compliance for the Program are The Open Group examinations for ArchiMate. The examinations will be available only in English at the start of the Program, but examinations in other languages will follow soon afterwards, according to demand. A single examination is provided to cover the learning outcomes for both ArchiMate 2 Foundation and ArchiMate 2 Certified. Candidates studying for ArchiMate 2 Certified in addition must pass a practical assessment initially administered only by ATC Providers. The descriptions of the examinations are maintained by the Certification Authority and displayed on The Open Group web site. This includes a description of the examination type (for example, simple multiple choice, complex scenario, practical exercise, etc.), the number of questions, the duration, supervision requirements, whether an examination is Open Book, permitted reference materials, the Pass Score, and the pre-requisites for taking the examination. To meet the need for certification to be accessible for those whose command of written English is insufficient to take the examinations in English, providers of ATCs delivered in other languages may offer other means of assessment, subject to approval by The Open Group on a case-by-case basis. ArchiMate Certification for People: Conformance Requirements, Version 2.0.1 13