1. Rational Unified Process Fundamentals Module 5: Implementing RUP

2. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 2 Objectives: Implementing RUP  Understand the purpose of the Environment Workflow  Understand the role of the Process Engineer  Understand the purpose of the Development Case  Explore how to configure RUP  Explain strategies for implementing a process

3. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 3 Characteristics of RUP  RUP is a framework  RUP is iterative  RUP’s Activities and Artifacts may vary in degrees of formality  RUP is very complete

4. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 4 A Tailorable Process  Can be used in whole or in part  Can be tailored to fit in an existing process The Development Case in RUP captures how the project should work and helps develop an organization-wide reusable process framework.

5. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 5 Implementing Process - The Steps Assess the Development Organization New Process Completely Implemented Plan the Implementation - Plan at the Organization Level - Plan at the Project Level Execute Process Implementation - Configure the Process - Develop Guidelines - Make Tools Work - Train People Evaluate Process Implementation

6. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 6 Planning Process Improvement: Many New Factors Software- Development Organization New Process New Tools New Technology

7. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 7 Environment Discipline  Purpose: Support the development organization, both with process and tools, by helping to:  Configure the process.  Implement the process.  Develop guidelines.  Select and acquire tools.  Do toolsmithing.  Support the development.  Provide training.

8. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 8 The RUP Provides Guidance  The Environment discipline addresses process configuration activities:  Assess the current organization  Create a development case  Guidelines: Environment provide detailed guidance in  How to prepare the development case  Tailoring decisions to be made for each discipline  How to represent the development case online  It includes a sample Development Case

9. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 9 Environment: Workflow Workflow Details which are further broken down into Activities

10. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 10 Environment: Artifact Overview

11. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 11 Configuring a Process  The process framework is adapted to the needs and constraints of the adopting organization  The result is documented in a Development Case.

12. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 12 Development-Organization Assessment Determines needs and constraints of the adopting organization by considering:  The business context  Contract work versus commercial development  The size of the software development effort  The degree of novelty  Has the development organization ever built a similar system?  The type of application  Embedded real time verses individual IT application  The current development process  Organizational factors (e.g., skills, attitudes)  Project complexities

13. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 13 Classification of Projects by Complexity

14. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 14 Development Case The Development Case  Describes the project’s process:  Phases and milestones  Which artifacts to use  How to use artifacts  Which activities to perform  Additional activities  How to work in each discipline  Iteration Plan descriptions

15. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 15 Configuring RUP with Other Tools  RUP Builder (included with every RUP)  Rational Process Workbench

16. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 16 RUP Builder  Part of RUP product, available for Windows installations  Supports a simple building-block process configuration paradigm  Adds previously built process plug-ins to a base form of RUP to create customized configurations Your RUP Process Web site publish Base form of RUP Plug-in A Plug-in B Plug-in C Repository X add to Your Process Configuration create

17. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 17 RUP Builder Repositories  A Repository consists of:  The base process  The plug-ins that have been loaded  Any configurations out of the box or created by the user  RUP Builder as shipped contains two Repositories:  rup.rep provides Classic RUP and all process plug-ins  rup_small.rep provides a sample configuration for small projects  Repositories can be created by the user

18. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 18 RUP Builder Process Plug-Ins  These are fractions of process applicable to vertical markets or specific technologies:  Business Modeling  RealTime  BEA Weblogic  HP Bluestone  IBM WebSphere  Microsoft WinDNA  J2EE  Microsoft.NET  UX Modeling Available from RUP Resource Center on the Rational Developer Network From Rational Software From third parties

19. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 19 Plug-Ins  A RUP Builder process plug-in can add or replace various process elements in the base, for example:  disciplines  roles  artifacts  Plug-ins can be created by the user

20. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 20 RUP Builder Usage Model Goal of using RUP Builder: To generate and publish a customized process Web site for your development organization.

21. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 21 Rational Process Workbench  Can be used to build process plug-ins to be exported into RUP Builder repositories  Can help to model and generate a customized RUP using Rational Rose  Available from Rational

22. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 22 Module 5 Content Outline  Planning process improvement with RUP  Purpose of the Environment discipline and workflow  Configuring the process  Implementing the process  Mistakes and Best Practices

23. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 23 Implementing a Process  The organization’s practice is changed to effectively use the process

24. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 24 Implementation in Organization or Project Development Case Project- Specific Process Project Specific - Guidelines - Templates Reusable - Guidelines - Templates - Examples Rational Unified Process Other Process Material Organization “Shell” Organization- Wide Process

25. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 25 Organization-Wide Central Project Support

26. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 26 Implementation Approaches: Typical

27. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 27 Implementation Approaches: Fast

28. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 28 Implementation Approaches: Careful

29. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 29 Common Mistakes and Solutions  Trying to change too much  Failing to manage scope  Failing to manage risk  Getting bogged down in new techniques or technologies  Implement change incrementally, driven by risk and feedback  Focus on delivering essential value  Systematically attack risk through a series of iterations  Focus on, measure, and reward results (product delivery), not intermediate deliverables

30. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 30 Other Common Mistakes  Bowing to schedule pressure without cutting scope  Viewing quality as a QA function  Regarding productivity as a coding problem  Replan or rescope early; start negotiating ASAP  Assess and reward quality from the beginning  Make everything testable (architectural compliance, feature compliance, etc.)  Focus on architecture and reuse as specific, measurable objectives

31. Rational Unified Process Fundamentals Copyright © 1999-2001 Rational Software, all rights reserved 31 Best Practices for Process Implementation  Assess the development organization  Employ progressive process improvement  Do not scale up too early  Get buy-in from stakeholders  Anticipate resistance; devise a strategy  Involve process engineers in development  “A process description is not a process”  Transfer knowledge  Set expectations  Do not hype the process