Governing and Managing Enterprise Models Part 3 - Unified Change ClearQuest Procedures
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Governing and Managing Enterprise Models Part 3 - Unified Change ClearQuest Procedures
Enterprise Model Driven Development, Management, and Governance December 2009 Governing and Managing Enterprise Models Part 3 - Unified Change Management with ClearCase & ClearQuest Procedures Part 3C: Edit & Harvest model changes from Project2 to Enterprise Model Enterprise Model Driven Development, Management, and Governance Page 2 Description In this a (second) Project Model Manager (PMM2) works on a separate copy of the models in a separate, second project (Project2) being executed in parallel to Project1 and PMM1’s changes to the models. The Enterprise Model Manager (EMM) will harvest changes from Project2 and create a new, merged recommended baseline version of the models from both projects. All work is done using Rational Software Architect or Modeler (RSA/M), and Rational Unified Change Management (UCM) enabled ClearCase and ClearQuest Overview This article consists of the following major activities: 2.1: Check-out, change, check-in Industry Models: Associate a Project2 check-out, change, save, and check-in of the industry models with a UCM-enabled CC/CQ activity assigned to PMM2. 2.2: Harvest Changs from Project2 Models stream to Enterprise Models stream: Harvest (deliver and merge) the changed models from the Project2 Models stream to Enterprise Models stream within Rational Software Architect using UCM CC/CQ 2.3: Create New Enterprise Model Baseline with Merged Changes from Projects 1 & 2: Create a new recommended baseline from the merged results from Project 1 & 2 changes. Lab Workflow The following diagram depicts the flow of activities in this lab which are performed by the second Project Model Manager/Practitioner (PMM2) and Enterprise Model Manager. Use this diagram as a guide while performing the lab steps. Enterprise Model Driven Development, Management, and Governance Page 3 Note: The execution of the steps in this article is intended to be completed in 90 minutes. Prerequisites 1. Governing and Managing Enterprise Models Part 3 Unified Change Management with ClearCase & ClearQuest Procedures Part 3a. and Part 3b articles executed (environment setup ready and EMM delivered changes performed by PMM1 in integration stream 2. Project2 Model Manager (PMM2) used native RSA Import utility (File > Import->General->Existing Project Into Workspace ) to import the Industry Models project from his CC View into his RSA workspace Enterprise Model Driven Development, Management, and Governance Page 4 The figure below represents the lab workflow with respect to UCM streams: • • • • PMM2 checks-out the model from the Project Models stream PMM2 makes changes to the project model (represented in figure as “Practitioner Changes” 1.2-1.4) PMM2 checks-in his final change (1.4) to the Project2 (Project Models) stream EMM harvests (deliver/merge Project Models v1.4) from the Project2 models stream to the Enterprise Models: 2.1 Check-out, change, check-in Industry Models This section is performed by the PMM2 using Rational Software Architect (RSA). As mentioned, we will assume that we work on small projects and that the Project Model Manager (PMM) and Modeler Practitioner (MP) are the same. To simplify the lab, we will edit the models from Project2’s integration stream (this is a model development stream in the repository that multiple model developers would deliver their work to for integration into a common, merged project model. In this section we will check-out the Industry Modeling Project in Project2’s Integration View. A UCM CQ activity has been assigned to Project Model Manager 2 (PMM2). It is this activity against which the PPM2 will perform all work. Enterprise Model Driven Development, Management, and Governance Page 5 Start Rational Software Architect __1. Launch Rational Software Architect in Project2 workspace. (from Start ->Program Files->IBM Software Delivery Platform -> menu) __2. Expand the “BFMPS80 [Project2_view]” folder in the “Project Explorer” view by clicking on the icon next to the folder and then expand the “Models” folder. __1. Double-click on each of the models root nodes above to open the industry models. When all models are opened, collapse the model folders as below. Check-out models __2. To support the change management needs of the enterprise, all models are controlled through Unified Change Management (UCM) version control. In order to modify the APM and BOM models, select both the BFM_APM and BFM_BOM model root elements in the “Project Explorer” view then click the “Check-out” tool from the Rational Software Architect toolbar. Enterprise Model Driven Development, Management, and Governance Page 6 __3. In the “Check Out Element(s)” dialog window, click OK to check out the model file for modification. __4. Since an activity based change management system, Unified Change Management (UCM), is being used by the enterprise, a change activity must be selected. The “ClearCase – Select Activity” window is displayed. Since no default activity has been set, browse ClearQuest activities by selecting Browse. Enterprise Model Driven Development, Management, and Governance Page 7 __5. Select the ClearQuest Activity you want to work on Enterprise Model Driven Development, Management, and Governance Page 8 __a. Use the scroll bar to move the query list down in the “Activity Entity Browser”. __b. Select the “All Defects” query at the bottom of the list. __c. Click Run to see the results of the query in the bottom portion of the window. __d. Left-click once on the activity you selected to work on (in our example “FSSCQ00000057 | Submitted | Headline/Description: Identify/ Customize required services from process model in Project2”.) __e. Click OK to select the activity. __6. Back in the “ClearCase – Select Activity” window, click OK to select this activity. __7. ClearCase checks out all of the model files. Please wait until ClearCase has finished checking out the model files. When completed, a checkmark decorator ( ) appears on both the BFM_APM and BFM_BOM model folders. UCM tracks the changes made to each of the models and will provide compare/merge capabilities in order to bring work from the project to the enterprise. Enterprise Model Driven Development, Management, and Governance Page 9 Make Changes to the Models In this section, changes will be made to a RSx UML Model by PMM2. Two types of changes will be introduced to illustrate key model integrity concerns: • a change that is automatically detected as conflicting with a change made in parallel on another project (in another model development stream). This conflict will need to be resolved manually and the model management system automatically launches a compare/merge session for this change conflict resolution prior to delivery of the change to a common integration stream. • a change that is NOT automatically detected as conflicting with a change made in another model development stream (e.g., another project).In these labs, two modelers working in two different projects model the same concept but in two different ways. Modeling the same concept in two different ways creates a model integrity concern because it creates, in effect, two different definitions for the same concept which can complicate re-use and undermine establishment of a common understanding. NOTE: Normally, business process model changes are made within WebSphere Business Modeler but, for the purposes of these articles – which are focused on how to use RSA’s model compare/merge capabilities to maintain the integrity of models being modified in parallel model driven development projects – all work is done within the RSA Modeling perspective including, in our case, changes to the process models (which are represented in RSA utilizing UML Activity Diagrams and related constructs). Change 1: In lab1 (article 3b), Project1 Modeler (PMM1) deleted a model element -- a business activity named ‘Analyze Customer Relationship’ from a diagram /model and updated the diagram to connect the remaining business activities. In this Lab/article (article 3c), a parallel “Project2” Modeler (PMM2) will rename the same activity element. This will cause a “Delete/Modify” conflict that will automatically be detected by the model management system, ClearCase when the Project2 changes are delivered to the Enterprise Models stream. Initial Diagram (before modification done by PMM1 and PMM2) – PMM2 will modify “WFChart for Provide Loan Arrangement Offer” activity diagram below by renaming the highlighted element.: Enterprise Model Driven Development, Management, and Governance Page 10 Resulting Diagram (after PMM2 changes): the “Analyze Customer Relationship” activity will be renamed as “Analyze Customer Relationships’ and changes will be reflected in both Project Explorer and in the “WP Chart for Provide Loan Arrangement Offer” activity diagram. PMM2 also modified the text in Documentation Property for “Analyze Customer Relationships” (in our case, by removing the word “To “ from the beginning of the “Definition” line then uppercase the “e” in “examine”.) Enterprise Model Driven Development, Management, and Governance Page 11 Original: Change: Change 2: The second change to the model that PMM1 has made and PMM2 will make , will not cause a change that is automatically detected as a change conflict. In our case, both PMM1 and PMM2 will add a new class, with slightly different name and description. This causes an Add/Add type of non-conflicting change. Later in this Lab (article 3c) the Enterprise Model Manager (EMM) will use the model compare merge capability to discover these competing definitions of the same concept and then reconcile them using the “Edit Model” function. Specifically, the EMM will merge the two sets of changes by keeping the element name addition from one contributor and the description of the element from the second contributor. Initial set of classes in “Business Terms” Package (before addition of a new class by PMM2 ): Enterprise Model Driven Development, Management, and Governance Page 12 Resultant set of classes in “Business Terms” package (after addition of a new class named “Product Usage Information” by PMM2): Enterprise Model Driven Development, Management, and Governance Page 13 PMM2 also added new documentation to this new class element (as in screenshot below) Save Model The Analysis Process Model is now dirty, needing saved. __8. In the Project Explorer view, collapse all folders until only the Model packages are visible. __9. Review the “dirty” flag indication, noted by the asterisks (*), in the Project Explorer view. This indicate that some portion, in the case the BFM_APM model, need saving. __10. Select “File -> Save All” from the menu to save all changes. Alternately, press the Ctrl+Shift+S key combination on the keyboard. Enterprise Model Driven Development, Management, and Governance Page 14 The Project Explorer view should now reflect that all changes have been saved. No asterisks should be visible next to any of the folder names or on the Project Explorer title. Check-in Updated Models It is time to check all changed files into the projects version control (Unified Change Management). Later, these changes will be merged into the enterprises change management system, Rational ClearCase. __11. Check-in models __a. With the Project root node selected in Project Explorer, From the ClearCase menu, select “Find Check-outs”. Enterprise Model Driven Development, Management, and Governance Page 15 __b. In the “Find Criteria” window, keep all defaults then click OK. ClearCase finds all checked-out files with in the selected path. __c. Select all rows in the find results list by clicking the first item, holding down the shift key, then clicking the last item in the list. __d. With all items selected, click the “Check In…” button on the toolbar. Enterprise Model Driven Development, Management, and Governance Page 16 Resolve Change Request The Model Practitioner changes the UCM ClearQuest activity record state to “Resolved” when the activity is completed. This indicates a resolution of “fixed”. He can also assign the defect back to the EMM manager. This way the EMM Manager will get notified that the state of defect was changed and defect was fixed, and he can then examine the information in the Rational ClearQuest user database to see the resolution notes and any other information from that defect. __12. In the “Check In” window, click Properties to bring up the change request record for modification. Enterprise Model Driven Development, Management, and Governance Page 17 __13. The “View Defect …” dialog appears. Click on the Action dropdown list button then select Resolve. __14. The ClearQuest change request record becomes modifiable. On the Main tab, select a new activity owner (in our case the EMM - Enterprise Model Manager) from the Owner drop down list. Enterprise Model Driven Development, Management, and Governance Page 18 __15. Next, click on the “Resolution” tab. The red block ( ) icon next to Resolution indicates information is required to be entered on that tab. __16. On the Resolution tab, select Fixed from the Resolution field dropdown list. Enterprise Model Driven Development, Management, and Governance Page 19 __17. Finally, in the “View Defect FSSCQ00000057” dialog, click OK once to save the changes. __18. Complete the check in __a. In the “Check In” window, you might want to select the “Check-in even if identical to previous version” check-box (in case you have some model files that are not modified in your project) and then click “Apply to All”. __b. Close the “Find Checkouts” window by selecting “File -> Exit” from the menu. Refresh Model Status Since changes have been checked into Rational ClearCase, update Rational Software Architect with the model status from ClearCase. __19. Refresh model status __a. Right-click on the root “BFMPS80 [Project2_view]” folder and select “Team -> Refresh Status…” from the context menu. Enterprise Model Driven Development, Management, and Governance Page 20 __b. In the “Refresh Source Control Status” dialog, click OK for Rational Software Architect to use the BFMPS80 logical root storage for refreshing. __20. The Project 2 model developer is now finished with their work. Exit Rational Software Architect by select “File -> Exit” from the menu. 2.2 Harvest from Project2 Models to Enterprise Models stream This lab section is performed by Enterprise Model Manager (EMM) in the Rational Software Architect (RSx) EMM workspace. The EMM harvests (ClearCase (CC) “deliver” and then “merge”) the models from Project2 Models stream to the Enterprise Models stream within Rational Software Architect using UCM enabled ClearCase & ClearQuest. As a general rule, to ensure model integrity Model Managers will want to force visual compare merge during model delivery so that model changes can be inspected to ensure they do not undermine model integrity. Enterprise Model Driven Development, Management, and Governance Page 21 There could be hundreds of deltas (changes) detected during a typical model delivery operation but only a subset of them relevant to model integrity concerns. Fortunately, RSx’s model compare capabilities enable filtering out different types of deltas – like a “move delta” resulting from moving elements on a diagram – that do not impact model integrity. This filtering capability was illustrated, stepby-step, in this previous lab (article 3b). Additionally, these Labs purposely highlight how to use RSx’s model compare merge capabilities with changes made to activity diagram elements – which are among the most challenging types of model changes to manage. In the previous Lab (article 3b) the EMM accepted all of Project1’s changes. There were two changes that were made in Project2 that the EMM will now harvest: • Changes to the “Analyze Customer Relationship” business activity. This activity, which was deleted in Project1, was modified in this Lab by refactoring/ renaming it and changing its description – these are changes that conflict with the accepted deletion change previously made in Project1. The EMM will resolve these conflicting changes to “Analyze Customer Relationship” by rejecting the delete change from Project1 and accepting the rename change from Project2 as well as accepting the description change from Project2, so in the final merged IFW Process Model we will have the business activity as “Analyze Customer Relationships” and the description modified. • Addition of a new business concept. The EMM also wants to accept the single new business concept that was added by both projects – but was modeled in slightly different ways by the two projects. The EMM decides to accept the new class element added in Project1 (Product Usage Details) but update its documentation with PMM2’s Product Usage Information class documentation. To accomplish this task, the EMM will use RSA/M 7.x.’s capability that enables minor edits to be made to the merged model during a graphical merge (see “Note” below). This merge is done in the subsequent model merge section, as described in steps below. Note: In RSA/M 6.x model merge support, there is no opportunity during a ClearCase Merge session to run model validation or edit the merged artifact before the check-in completes, so a bad model version could easily be checked in. In RSA/M 7.x, you can edit the merged modeling artifact at any time after the unresolved conflict count reaches zero. While in this edit session, model validation can be used as a guide to cleaning up the merge session. Enterprise Model Driven Development, Management, and Governance Page 22 The 3-way compare merge upon delivery workflow is represented below: Execute Deliver Operation Now the Industry Models changes are checked-in in Project2 Integration stream, and opened in RSA (PMM2’s workspace). This lab section will be performed by Enterprise Model Manager (EMM) from the EMM workspace in Rational Software Architect. __21. Launch Rational Software Architect in EMM workspace (from Start ->Program Files->IBM Software Delivery Platform -> menu) __22. Once the project is connected to ClearCase, Rational Software Architect will display the project root (including the view tag, in our case “BFMPS80 [administrator_ENTERPRISE_View]” as the root node in the Project Explorer view). DO NOT select the node. From the Rational Software Architect menu, select “ClearCase -> Deliver Stream…”. Enterprise Model Driven Development, Management, and Governance Page 23 __23. In the “Deliver from Stream” dialog, expand the “ENTERPRISE” node and then select the “Project2” child stream. Click OK to make the selection. __24. The EMM can view the details of activities and files which will be delivered to the ENTERPRISE stream. In the “Deliver from Stream Preview” dialog, select the “Identify/Customize required services from process model in Project 2” activity then click the Properties button. Enterprise Model Driven Development, Management, and Governance Page 24 __25. The ClearQuest activity is displayed. You may click on each of the tabs in this view dialog to see information gathered on the activity. One place of interest might be the “Unified Change Management” tab. All artifact changes associated with activity are listed there. When done, click Cancel to continue with the deliver process. __26. Ensure the “Stream:” is “ENTERPRISE” and that “Merge elements graphically” is selected. Click OK to deliver. Enterprise Model Driven Development, Management, and Governance Page 25 The ClearCase “Graphical Compare Merge” feature will launch since “Merge elements graphically” checkbox was selected. HINT: You may click the “Details >>” button to see details of the ClearCase merge operation as they happen Notice that the BFM_APM.emx model is not merged in ClearCase to deliver dialog (under Details section – see below) Enterprise Model Driven Development, Management, and Governance Page 26 Graphically Merge Models __27. When ready for graphical merging, Rational Software Architect will display a new “Merge” view. The “Delivering to View ‘C:\CCViews\ ENTERPRISE_View’” status dialog may display in front of the Rational Software Architect window. To be able to complete the merge, set the focus to Rational Software Architect by clicking on the “*Merge …\BFM_AMP. emx@@\...” view in Rational Software Architect to bring it to the front. Enterprise Model Driven Development, Management, and Governance Page 27 Merge Changes to UML Elements __28. Merge the Analysis Process model (BFM_APM) model __a. Double-click on the “*Merge …\BFM_AMP.emx@@\...” view tab to expand it to the full screen in Rational Software Architect. Your Rational Software Architect window should appear as below. Enterprise Model Driven Development, Management, and Governance Page 28 __29. Review the conflicting changes within the “Conflicts” tab. Conflicting changes were made by the PMM1 and PMM2 users in Project1 and Project2, respectively. In Project1, the “Analyze Customer Relationship” element was deleted and in Project2 it was modified. Enterprise Model Driven Development, Management, and Governance Page 29 __30. Click on “Right Changes” tab (next to the Left Changes tab) to review the changes made by the PMM2 user in the Project2 stream. Expand folders as necessary to review the changes. __31. Click on the “Left Changes” tab (next to the Conflicts tab) to see changes made in the Project1 stream. Expand the folders as necessary to see the changes. Enterprise Model Driven Development, Management, and Governance Page 30 __32. Filter out irrelevant changes (in our case we decide to filter out Diagram position changes) EMM would like to filter out Diagram position changes (using the ‘Delta Tree Configuration’ toolbar button - see highlighted items in screen below ) Enterprise Model Driven Development, Management, and Governance Page 31 Note: Starting with Rational Software Architect 7.0.0.6, irrelevant differences can be filtered or hidden in the Compare editor during a compare and merge session which dynamically changes the set of visible differences reducing complexity. Use the Delta Tree Configuration button from Structural Change Pane in the Compare Merge session to make the change. Note: To set preferences for comparing and merging models, click the menu “Window -> Preferences”. In the Preferences window, expand General, expand Compare/Patch, and click Modeling Compare/Merge. On the Modeling Compare/Merge page, and the pages beneath it, select the Delta Tree Configuration preference (where you can set preferences for default filters, or configure a set of rules, to filter irrelevant differences, or in fact anything that a particular user community considers irrelevant, now it can be suppressed, to reduce the scope of information to be processed during a merge or compare session). Click OK in Preference Dialog. Enterprise Model Driven Development, Management, and Governance Page 32 __a. Click the “Delta Tree Configuration…” toolbar button, not the arrow next to the button, in “Structural Changes” pane to display the “Delta Tree Configuration” dialog. __b. In the “Delta Tree Configuration” dialog, click the “Filter out Diagram Position and Size Changes” to select it then click OK. Enterprise Model Driven Development, Management, and Governance Page 33 __33. Review that the “Structural changes” pane display has removed the diagram changes and that the number of Left Changes is 32 out of 34 – the two diagram changes are filtered out. __34. Show the diagram position changes by unselecting the filter __a. From the “Delta Tree Configuration” menu, select the “ Filter out Diagram Position and Size Changes” item. Doing so will remove the filter. Enterprise Model Driven Development, Management, and Governance Page 34 __b. Review that the two diagram changes are now shown. __35. Return to the Conflicts tab and then expand all folders. Note: In the steps below we will show that deltas with conflicts will remain visible in the Conflicts pane, even if Compare Merge Filters (that matches those filters) are applied. __36. Click the “Delta Tree Configuration…” drop down ( ) and select the “Filter out Delete Changes” menu option. Enterprise Model Driven Development, Management, and Governance Page 35 Notice that we still see the Conflicting changes in Conflicts tab even if we have a Delete conflicting change and we tried to suppress these Changes. The Delete deltas will get reflected in Left Changes tab, since we have model element(s) deleted from Project 1 stream. The Right Changes tab will still show 5 visible changes since we do not have model elements deleted in Project 2 stream. (see image below) __37. Click the “Delta Tree Configuration…” drop down and select the “Filter out Modify Changes” menu option. Enterprise Model Driven Development, Management, and Governance Page 36 Notice that we still see the Conflicting changes in Conflicts Tab even if we have Modify deltas in Conflicts tab, and we tried to suppress these Changes. The modify deltas will get reflected in Left and Right Changes Tab (as in image below). Note: In the Delta Tree Configuration dialog box, besides selecting existing filters, a sorting method, or a grouping type, you can also add new filters to the current compare and merge session or edit a filter that you created. To add a new filter, follow the instructions below. __38. Adding a new custom filter __a. Click the “Delta Tree Configuration…” toolbar button, not the arrow next to the button, in “Structural Changes” pane to display the “Delta Tree Configuration” dialog. Enterprise Model Driven Development, Management, and Governance Page 37 __b. In the “Delta Tree Configuration…” dialog that pops-up, click “Add”. __c. The “Add New Filter” dialog window appears. Type or select the following information: __i. Filter name: Try to Filter out Analyze Customer Relationship Changes __ii. Select “Type of change”: “Delete change” and “Modify change” __iii. Search delta label string pattern: Analyze Customer Relationship* Enterprise Model Driven Development, Management, and Governance Page 38 Note: This custom filter dialog allows the selection of several advanced filtering criteria. The filter instance must have a name (by which it can be applied and unapplied). The filter can be a “match” or “not match” filter, which basically means inclusive or exclusive. Match these things, or match anything Enterprise Model Driven Development, Management, and Governance Page 39 else. Remember that, no matter how each result set is arrived at, a filter always suppresses or hides what it matches. Once a delta is matched, it is invisible. That goes for the sections within the advanced dialog, i.e. a single custom filter, and for all applied filters. Anything that matches a delta, suppresses it. The custom filter dialog allows fairly fine-grained matching. Specific delta types and specific element types can be included, and a string can be added that will be applied to the summary line for the delta. Advanced used could have access to regular expressions. __d. Click OK to add the new filter. __e. In the “Delta Tree Configuration” dialog window, scroll down and select the “Try to Filter out Analyze Customer Relationship Changes” filter. __f. Change the Structure selection to “Group by Delta Type”. __g. Click OK to select the filter. Enterprise Model Driven Development, Management, and Governance Page 40 __39. Review Filter In Structural Changes Pane Conflicts are still displayed and there are no other changes filtered out in Left and Right Changes pane (since we already filtered out any Delete / Modify changes, and these filtered out deltas also matches the string that we’ve added in Custom filter above (in our case: Analyze Customer Relationship)). __40. Right-click on the “Modify Analyze Customer Relationship<Call Behavior Action>.Name from "Analyze Customer Relationship" to "Analyze Customer Relationships" item and then choose Accept from the context menu. __41. Review that the “Modify” nodes have been marked with a green check mark indicated that these changes will be accepted. The blue X on the “Delete” nodes means these changes are being rejected. Enterprise Model Driven Development, Management, and Governance Page 41 Note: the acceptance of this change cascades to related change (in this case, the modify/delete documentation change conflict). The merged model will also be updated with the changes from the Project2 contributor in Merged Results Pane (top right corner) - as in screen below (Analyze Customer Relationship changes to Analyze Customer Relationships in Merged Results Pane-> Properties tab. Enterprise Model Driven Development, Management, and Governance Page 42 Note: Now the left pane in the lower left portion of the tool (the pane title starts with “Left:”) displays the model content for the version modified by PMM1 (activity element deleted from BFM_APM model , new class added as well as new connector added in diagram) and already delivered to the EMM’s integration stream. It is this version of the EMM that the merge operation is merging Project2’s model “to”. The pane in the lower right portion of the tool (pane title starts with “Right:”) will displays the model content for the version modified by PMM2 (activity element renamed and documentation changed in BFM_APM model, and new class added). This is the version that is currently being delivered to the EMM’s integration stream. It is the version that the merge operation is merging “ from”. So the left contributor is the “deliver case” – it contains the last checked-in and delivered version of the model file (in our case the EMM updated with PMM1's version). The right contributor is Project2’s version of the model file that is now delivered by EMM (PMM2 l version). __42. Click on the Explorer view in “Merged results” pane to review changes in merged model. Enterprise Model Driven Development, Management, and Governance Page 43 The “Analyze Customer Relationship” element name will show as changes to “Analyze Customer Relationships” in “Merged Results Pane -> Explorer” tab. If the Explorer does not show the change, click the Undo button, and then the Redo button. A redraw problem in the Explorer might occur. The user can see changes from the Description field for “Analyze Customer Relationships” activity using the “Compare as Text” context menu since these changes cannot be seen well in the “Structural changes” in Compare Merge or in “Merged results” pane or Properties tab. __43. To compare the properties as text, right-click on the “Modify <<documentation>>”SHORT NAME: Analz Cus…”<Comment>.Body…” node in the tree, the last item in the list. __44. Review the changed documentation of the “Analyze Customer Relationship” activity. Enterprise Model Driven Development, Management, and Governance Page 44 __45. Exit the “Compare as Text” mode by clicking the “Close Sub Compare Session” button in the upper right corner of the “Text Compare” view. __46. At this point, the EMM will merge all non-conflicting changes. Click the “Accept All Non-Conflicting Changes” button in the “Structural changes” view. __47. Adding a new custom filter to filter out Class Changes __a. Click the “Delta Tree Configuration…” toolbar button ( ), not the arrow next to the button ( ), in “Structural Changes” pane to display the “Delta Tree Configuration” dialog. Enterprise Model Driven Development, Management, and Governance Page 45 __b. In the “Delta Tree Configuration…” dialog that pops-up, click “Add”. __c. The “Add New Filter” dialog window appears. Type or select the following information: __i. Filter name: Filter out Class Changes __ii. Select “Meta-Model classes of changed elements”: Class Enterprise Model Driven Development, Management, and Governance Page 46 __d. Click OK to add the new filter. __e. In the “Delta Tree Configuration” dialog window, uncheck all the filters currently selected and then select the new “Filter out Class Changes” filter. __f. Make sure the Structure selection is “Group by Delta Type”. __g. Click OK to select the filter. Note: To make changes to a filter that you created, select the user defined filter in Delta Tree Configuration Dialog and click Edit; then modify the Filter in the Edit Filter dialog box and click OK. To remove a filter that you created, select the user defined filter and click Remove. You cannot edit or remove the predefined filters only the ones you’ve created. __48. Review filter changes in “Structural changes” pane. Make sure that “Product Usage Details” class is filtered out in Left and Right Changes tabs in Structural changes pane. Enterprise Model Driven Development, Management, and Governance Page 47 __49. Remove all remaining filters by selecting “ Filter out Class Changes” from the “Delta Tree Configuration…” menu. Selecting this filter will remove the check mark and the filter. Enterprise Model Driven Development, Management, and Governance Page 48 __50. Review that the “Product Usage Details” class is no longer filtered out Right Changes tab. __51. Review the Left Change tab, too, to ensure the “Product Usage Details” class is no longer filtered out. Enterprise Model Driven Development, Management, and Governance Page 49 __52. Finally, reset the “Structure changes” pane view back to a hierarchy style view by selecting “Hierarchy Structure” from the “Delta Tree Configuration…” menu. __53. Review that the “Structural changes” pane returns to the previous view with “Model view” and “Diagram View” nodes in both Left and Right Changes tab. Enterprise Model Driven Development, Management, and Governance Page 50 Enterprise Model Driven Development, Management, and Governance Page 51 Review merged results The EMM reviews the merged results and notes that the same concept has been modeled in two different ways in the two different modeling projects. __54. Change to the right changes by clicking on the “Right Changes” tab. __55. Click on the “Explorer” tab then expand the “Business Terms” package to view that both “Product Usage Details” (from Project1) and “Product Usage Information” (from Project2) are both included. The EMM will need to make the choice of which one to use. Edit Merge Results and Commit Model Merge EMM realize that both classes are similar and decide to explore the model and edit merged model. __56. To edit the merged results, click “Edit Merged Results” found in the upper right of the “Merged results” pane. Enterprise Model Driven Development, Management, and Governance Page 52 __57. A “Validate Merged Result Session” dialog appears. Click OK to continue. Attention: When you edit a merged model, do not invoke any operations that create or remove new files because you will lose data and corrupt your model. As mentioned in the Warning Dialog, this is a temporary edit model, so do not create references to other models, add fragments, or create files under the temporary model/project and save changes. __58. Exit full-screen mode by double-clicking on the “merge_ edit_10562.keep.BFM.APM.emx” tab. __59. Expand the “Project Explorer” view to show the “Models -> <<Analysis Process Model>> BFM_APM” contents, as see below, which is the contents of the merged model. Enterprise Model Driven Development, Management, and Governance Page 53 __60. The temporary merged model is loaded in EMM Project stream. To make modifications to this merged model, click the “Link opened editors with content in the Navigator” toolbar button. __61. Expand the BFM_APM Merged model to review the accepted changes. Expand the “<<Business Items>> Business Items -> Business Terms” folder and note the two Product Usage classes from both project changes. Enterprise Model Driven Development, Management, and Governance Page 54 __62. Check Documentation Property for both “Product Usage” classes by clicking on the class then selecting the Properties tab, and finally the Documentation tab. See steps below. __a. Click on the “Product Usage Details” class in the Project Explorer view, the Properties tab, and then the Documentation tab. __b. Click on the “Product Usage Information” class in the Project Explorer view. __63. The EMM decides to keep the documentation from the Project2 changes (Product Usage Information class) and class name from Project1 changes (Product Usage Details class) __a. While still on the “Product Usage Information” class properties, copy the text by selecting the Documentation text and then pressing Ctrl-C or by right-clicking and selecting Copy from the context menu. Enterprise Model Driven Development, Management, and Governance Page 55 __b. Next, click on the “Product Usage Details” class in the Project Explorer view. __c. Select the Documentation text then press Ctrl-V or right-click and select Paste from the context menu. __d. Review the results to ensure the copy and paste went fine. __64. Now delete the “Product Usage Information” class element from merged model. Right-click on “Product Usage Information” class element and then select “Delete from Model” from the context menu. Enterprise Model Driven Development, Management, and Governance Page 56 __65. Verify that only the “Product Usage Details” class now exists in the Project Explorer view. At this point, the changes from both Project1 and Project2 are in the final merged model. Enterprise Model Driven Development, Management, and Governance Page 57 __66. Save the merged model changes by selecting “File -> Save All” from the menu. __67. Close the merge editor by clicking the on the “merge_ edit_10562_.keep.BFM_APM.emx” view tab. __68. The “Edit Merged result” dialog appears. Commit the merged model edits by clicking “Commit Result” in the dialog. Enterprise Model Driven Development, Management, and Governance Page 58 __69. ClearCase continues the merging process with the “Deliver from Stream – Merge Complete” dialog. Click OK to complete the merge. __70. After completing the merging of all model files, complete Deliver operation from the “Delivering to View ‘C:\CCViews\ENTERPRISE_View’” dialog by clicking Complete. Enterprise Model Driven Development, Management, and Governance Page 59 __71. Click Close to exit the Deliver dialog. __72. The BFM_APM model appears to still be checked out, but that is not the case. Right-click on the “BFMPS80 [administrator_ENTERPRISE_View]” root node and then select “Team -> Refresh Status…” from the context menu. This refreshes the model status as checked-in. __73. Click OK to the “Refresh Source Control Status” dialog. __74. Review that the “BFMP_APM” model no longer indicates being checked-out with the green check mark. Enterprise Model Driven Development, Management, and Governance Page 60 __75. Exit Rational Software Architect by selecting “File -> Exit” from the menu. Enterprise Model Driven Development, Management, and Governance Page 61 2.3 Create New Enterprise Model Baseline with Merged Changes from Projects 1 & 2 Up to now, Project1 and Project2 have contributed model changes to the Enterprise stream, but both projects need to realize one another’s changes. To accomplish this task, the Enterprise stream must set a new “baseline” from which projects can pull from. This lab will take the user through recommending a new Enterprise baseline. Start ClearCase Project Explorer __76. Launch Rational ClearCase Project Explorer by starting the program from the Windows Start menu. Select “Start -> All Programs -> IBM Rational -> IBM Rational ClearCase -> Project Explorer” from the Windows menu. Create New Enterprise Model Baseline From the Project Explorer, create a new Enterprise baseline for all projects to use as a starting point and to rebase their existing projects. __77. In Project Explorer, right-click on the “ENTERPRISE” stream and select “Make Baseline…” from the context menu. Enterprise Model Driven Development, Management, and Governance Page 62 __78. In the “Make Baseline” dialog window, type in the name of the new baseline in the form of “P1P2_merged_ddmmyyyy”. For example, P1P2_ merged_06_04_2008. Enterprise Model Driven Development, Management, and Governance Page 63 __79. Click OK to confirm the creation of the baseline. __80. ClearCase confirms the baseline creation. Click OK to miss the confirmation window. __81. Click Close on the “Make Baseline” dialog. Enterprise Model Driven Development, Management, and Governance Page 64 Set New Baseline as Recommended Baseline With the new Enterprise baseline created, this lab section walks through making the new baseline the recommended baseline for all projects using the Enterprise models. __82. Right-click on the “ENTERPRISE” integration stream and select “Recommend Baseline” from the context menu. __83. In the “Recommend Baselines” dialog window, click the “Seed List” button to add the latest baseline to list of “Recommended baselines for stream: ENTERPRISE”. Enterprise Model Driven Development, Management, and Governance Page 65 Seed List replaces the recommended baseline with the latest baseline. __84. Click OK to select the new baseline as the recommended baseline. __85. Exit ClearCase Explorer by selecting “File -> Exit” from the menu. Enterprise Model Driven Development, Management, and Governance Page 66 Summary This first part of this Lab was performed by PMM2 working on the models in a project model stream (Project2) separate from and executed in parallel with Project1 and the changes made to the models on that project. The Enterprise Model Manager (EMM) then harvested and resolved conflicting changes from Project2 and created a new, merged version (recommended baseline) of the models from both projects. All work was done using Rational Software Architect or Modeler (RSx), and Rational Unified Change Management (UCM) enabled ClearCase and ClearQuest. Lab two consisted of the following major activities: 2.1: Check-out, change, check-in Industry Models: Associate a Project2 check-out, change, save, and check-in of the industry models with a UCM-enabled CC/CQ activity assigned to PMM2 2.2: Harvest from Project to Enterprise Stream: Harvest (deliver and merge) the changed models from the Project2 Stream to Enterprise Stream within Rational Software Architect using UCM CC/CQ 2.3: Create New Enterprise Model Baseline with Merged Changes from Projects 1 & 2: Create a new recommended baseline from the merged results from Project 1 & 2 changes. © Copyright IBM Corporation 2009 IBM Corporation Software Group Route 100 Somers, NY 10589 U.S.A. Produced in the United States of America December 2009 All Rights Reserved IBM, the IBM logo, ibm.com and Rational are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. Other company, product, or service names may be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml The information contained in this document is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this documentation, it is provided “as is” without warranty of any kind, express or implied. RAWXXXXX-USEN-00