Integrating Enterprise Architecture (EA) and Solution Architecture (SA) Training

Chapter 1 - Introduction

• Introductions
• Course Outline
• Handouts & Appendices
• Practical Application
• Course Evaluation & Questions
• Course Delivery Overview

Chapter 2 - Enterprise Architecture (EA) Primer

• Architecture
• Architects
• Enterprise Architecture Definitions
• IEEE, TOGAF, & Gartner Perspectives
• Group Discussion: Expectations of EA
• Key Enterprise Architecture Terminology
• Architecture Framework: Foundation for a Common Vocabulary
• Industry EA Frameworks
• Dimensions of Architecture Scope
• Group Discussion: EA Partitioning
• Architecture Domains
• Depth: Strategic, Segment, and Capability Architectures
• Example: DOE Segment Identification
• Example: Segment Architecture
• Time: Baseline, Target, and Transition Architectures
• Various Solution Architecture Definitions
• Group Discussion: Solution Architecture
• Characteristics of a Solution Architecture
• Example Solution Architecture: SOA for Insurance
• Example Solution Architecture: Customer Contact Center
• Glossary
• Summary

Chapter 3 - EA Framework

• The Importance of a Framework for EA
• TOGAF
• TOGAF Components
• Architecture Development Method (ADM)
• Architecture Content Framework
• Views & Viewpoints
• TOGAF Viewpoints
• Catalogs, Matrices, Diagrams & Viewpoints
• Architecture Deliverables
• ADM Techniques
• ADM Guidelines
• Enterprise to Solution Architecture
• Example: Architecture Roadmap
• Summary

Chapter 4 - Reference Architecture

• Reference Architecture
• Reference Architecture Components
• Reference Architecture Summarized
• Reference Architecture Context
• Architecture Principles
• Components of Principles
• Qualities of a Good Set of Principles
• EA Principles: Creation Process
• Templates: Principle & Principle Catalog
• Example: Architecture Principles
• Group Discussion: Principles
• Applying Architecture Principles
• Policies
• Template: Policy
• Example: Governance Policies
• Example: SOA Policy
• Example: Policies
• Reference Models
• Example: IBM Business Analytics & Optimization Reference Architecture
• Example: IBM Insurance Application Architecture
• Example: SOA Reference Architecture
• Example:Customer Experience Reference Architecture
• Business Scenarios
• Business Scenario Summary
• Business Scenario Outline
• Template & Example: Business Scenario
• Practices: Standards & Guidelines
• Example: Interoperability Standards
• Example: Insurance Reporting Reference Architecture
• Example: Electronic Product Code™ (EPC) Standards
• Example: Health Care Reference Architecture
• Resource: Financial Industry Organizations
• Resource: Health Industry Organizations
• Resource: Retail Industry Organizations
• Resource: Technical Organizations
• Industry Organizations
• Insurance Industry Standards ROI
• Requirements
• Example: Mobile Security Reference Architecture
• Example: MSRA Requirements
• Architecture Building Blocks: Reusable Requirement Sets
• Resource: NIST Security Requirements
• Example: COTS Standard Requirements Set
• Summary

Chapter 5 - Views & Viewpoints

• Views & Viewpoints
• TOGAF Viewpoint Taxonomy
• Example: Documenting a Viewpoint
• Example: Another Viewpoint
• Popular Modeling Notations
• Catalogs, Matrices, Diagrams & Viewpoints
• Metamodel Entities
• Summary

Chapter 6 - Architecture Requirements

• Architecture Quality Attributes
• Quality of Service Requirement Categories
• Trade-off Analysis
• Group Discussion: Trade-offs
• Requirement Patterns
• Example: Non-Functional Requirement Patterns
• Architecture Change Cases
• Elements of a Change Case
• Example: Change Case
• Eliciting Change Cases
• Group Discussion: Change Case
• Summary

Chapter 7 - Architecture Deliverables

• Architecture Requirements Document
• Template: Requirements Specification
• IEEE Architectural Description Document
• Template: Architectural Description Document
• TOGAF Architecture Definition Document
• Templates: Architectural Definition Document
• Group Discussion: Architecture Definition Documents
• Interface Specifications
• Interface Specification Best Practices
• Interface Design Document
• Template: Interface Design Document
• Database Design Document
• Template: Database Design Document
• Platform Design Document
• Template: Platform Design Document
• Architecture Decision Document
• Template: Architecture Decision Document
• Group Discussion: Architecture Decision Document
• Summary

Chapter 8 - Solution Architecture Overview

• Why is Solution Architecture Important?
• Communications Vehicle Among Stakeholders
• The Project is Organized Around Architectural Elements
• What is a System?
• Why Focus on Structure?
• Solution Architecture Context
• Solution Architecture & Domains
• SA Spans All Domains
• Relationship to EA Architecture Development Process
• Solution Architecture
• Solution Architecture Stakeholders
• Solution Architecture Deliverables
• EA Involvement in SA
• Architecturally Significant
• Group Discussion: Architecture
• Resource: Software Engineering Institute (SEI)
• Resource: SWEBOK
• Resource: OpenUp
• Resource: Microsoft Library
• Group Discussion: Methodologies
• Summary

Chapter 9 - Core Solution Architecture Methods

• Shared Vision
• Example Shared Vision
• Draw the Boundary
• Well-defined Interface
• Example: Context Diagram
• Identify the External Interfaces
• Subsystems
• Subsystem Context Diagram
• Layers
• Example: Subsystems with Layers
• Components
• Decomposing the System
• Partitioning Patterns
• Example Partitioning Based on Patterns
• Example: Healthcare SOA Framework
• Requirements Allocation
• Group Discussion: Requirements Allocation
• Configuration Management Implications
• Release Management Implications
• Testing Implications
• Work Pattern & Skill Set Implications
• Work & Build Dependencies
• Increment/Sprint Planning
• Sizing Implications
• More Than Executable Architecture
• Development Architecture
• Operations Architecture
• Group Discussion: Integrating Operations Architecture
• Summary

Chapter 10 - Solution Architecture Views

• The 4+1 Views Approach
• Take a Multiple View Approach
• UML: Unified Modeling Language
• UML Notation Examples
• Use Case View
• Logical View
• Process Views
• Implementation View
• Deployment View
• Summary

Chapter 11 - Patterns

• What are Patterns?
• Elements of a Pattern
• Pattern Levels
• Pattern Types
• How to Start Using Patterns?
• Common Architectural Patterns
• Layers Pattern
• Example: Retail Layered Architecture
• Object-Oriented Design Patterns
• Structural Design Pattern: Facade Pattern Example
• Enterprise Integration Patterns
• Messaging Systems: Overview
• Example Pattern: Pipes and Filters
• Monitoring Credit Bureau Example
• EAA Patterns
• Model-View-Controller (MVC) Pattern
• SOA Patterns
• Example: Saga Pattern
• Business Process Patterns
• Example: Synchronizing Merge Pattern
• Configuration Management Patterns
• New Patterns Continue to Emerge
• Group Discussion: Patterns
• Summary

Chapter 12 - Architecture Tactics

• Tactics
• Availability Tactics
• Modifiability Tactics
• Architectural Patterns and Corresponding Tactics for Modifiability
• Performance Tactics
• Security Tactics
• Testability Tactics
• Usability Tactics
• Approach for Describing Tactics
• Group Discussion: Tactics
• Pipes & Filters: Tactics
• Service-Oriented Architecture (SOA): Tactics
• Summary

Chapter 13 - Architecture Techniques

• ATAM: Scenario-based Architecture Review
• Progressive Filtering
• Rubric
• Example: Service Design Rubric
• Example: Architecture Rubric
• Refactoring
• Think About the Future, But Wait to Act
• Feature Tree
• Decision Tables
• Decision Table Example
• Flowcharts
• Strength, Weakness, Opportunity, Threat (SWOT) Analysis
• Example: SWOT Layout
• SWOT Steps
• Summary

Chapter 14 - Commercial-Off-The-Shelf (COTS)

• COTS Advantages & Disadvantages
• COTS Implication: Accept Design Influence
• COTS Implication: Plan for Stability
• COTS Implication: Sustain Competency
• COTS Implication: Vendor Lock-In
• COTS Implication: Balance Business Needs & Architecture
• COTS Inherent Risks
• COTS Risk Management Strategy #1
• COTS Risk Management Strategy #2
• COTS Risk Management Strategy #3
• Group Discussion: COTS
• Typical COTS Architecture
• Summary

Chapter 15 - The Architecture Toolbox

• The Architecture Toolbox
• The Toolbox
• What Goes in A Toolbox
• More Patterns
• Business Analysis Book of Knowledge (BABOK)
• Resource: Business Architecture Body of Knowledge (BIZBOK™)
• DAMA DMBOK
• Reference Library
• Practitioner Toolbox Items
• Group Discussion: Toolbox Items
• Summary

Chapter 16 - Lessons Learned

• Process Recommendations Summary
• Structural Recommendations Summary
• Anti-Patterns
• Anti-Pattern: Bleeding Edge
• Anti-Pattern: Goldplatting
• Anti-Pattern: Strive for Perfection
• Anti-Pattern: Stuck in the Weeds
• Anti-Pattern: Technology Above All
• Group Discussion
• Summary

Handout 1 - Sample Principles

• Business Principles
• Data Principles
• Application Principles
• Technology Principles
• Governance Principles
• SOA Governance Principles

Handout 2 - Requirement Patterns

Handout 3 - Rubric Worksheet

Appendix A - Reference Library

• Industry Organizations
• References & Further Reading

Appendix B - Glossary

• ABC
• DEF
• GHI
• MNO
• PQR
• STU
• VWXYZ

Appendix C - Pattern List