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© 2014 IBM Corporation
Technique for Generating DoDAF2 OV-03
and SV-06 Matrix Reports using Project
Specific Measurements, Resources and
Resource Flows
Chuck Faris
Senior Enterprise Architecture Specialist
IBM Rational Unleash the Labs
cfaris@us.ibm.com
© 2014 IBM Corporation
Why This Technique is Useful in DoDAF2
 Provides a flexible workflow supporting the creation and use of custom measurements and
attributes needed to describe the Resources in Resource Flows reported on in OV-03
Operational Resource Flow Matrix, SV-06 System Resource Flow Matrix and other reports
 Supports user creation of OV-05b/SV-04 and auto-generation of Exchanges (OV-06c/SV-
10c), Need Lines (OV-02) and System Resource Flows (SV-01 and SV-02)
 Contains a mechanism for creation and maintenance of needed measurements and attributes
without metamodel changes
 Supports the creation and reuse of DoDAF2 Resources and subtypes (data, information,
materiel, system, etc.) containing the Measurement Instances and Attributes
 Supports the creation and assignment of Resources to Resource Flows
(ActivityResourceOverlap, System Data Flow, Service Data Flow)
– Other definition types containing a Resource property can have Resources assigned but they will not be
included in OV-03 and SV-06 reports
 Generates OV-03 and SV-06 reports based on your Measurements, Resources and
Resource Flows in prescribed structure
 Measurement Types : Boolean, Date, Fixed-List, Numeric or Text and their Unit Of Measure
– Fixed-List collects the list elements and provides a drop-down list of elements
 Also used in FEAF2 and can be used in other frameworks
2
© 2014 IBM Corporation
 Generated System Architect Report Generator sample OV-03 Operational Resource Flow
Matrix based on custom Measurements used in Resources in Resource Flows and generated
Need Lines – Same for SV-06
OV-03 Operational Resource Flow Matrix and SV-06 System Resource
Flow Matrix
3
© 2014 IBM Corporation
Structure Used in OV-03 and SV-06 Report Generation
Resource Flow (High Level)
•Need Line
•System Resource Flow
Exchange
•Operational Exchange
•System Exchange
Resource Flow (Low Level)
•ActivityResourceOverlap
•System Data Flow
Resource subtype structure
•Resource
•Information
•Data
•Architectural Description
•Domain Information
•Materiel
•Performer
•System
•Service
•Service Interface
•Person
•Organization
•Interface (Port)
Activity subtype structure
•Activity
•System Function
•Service Function
Role
Performer
Role
Performer Resource Flow (High Level)
G
e
n
e
r
a
t
e
B
u
i
l
d
OV-02/SV-01
OV-06c/SV-10c
OV-03/SV-06
Activity &
Performer
Activity &
Performer
Exchange
Resource Flow (Low Level)
OV-05b/SV-04
Resources
Measurement
Instances
Measurement
Sets and Types
© 2014 IBM Corporation
Workflow – Measurement Creation to Report Generation
 Create the needed Measurement Sets, Types and Values
 Create the Resources that will flow in the Resource Flows (any DoDAF2 Resource subtype:
Data, Information and Materiel are a few of the subtypes)
 Assign Resources to Low Level Resource Flows
– Low Level Resource Flows are: ActivityResourceOverlaps, System Data Flows and Service Data Flow
 Create and Assign Measurement Instances to the Resources in Low Level Resource Flows to
include in OV-03 and SV-06
– Top-down by working in a Resource and creating Measurement Instances as needed
– Bottom-up by creating the Measurement Instances, then using them in Resources
 Using System Architect DoDAF2 Utilities under the Tools menu, Generate Operational
Exchanges and Need Lines or System Exchanges and System Resource Flows or Service
Resource Flows from low level Resource Flows
 Rename generated Resource Flows, Exchanges and Roles if needed
 Using System Architect Report Generator, Generate OV-03 Operational Resource Flow
Matrix or SV-06 System Resource Flow Matrix
 Steps can be done in many sequences – for example after generating an OV-03 report add
other Resources to Resource Flows or other Measurement Instances to Resources and rerun
the OV-035
© 2014 IBM Corporation
Creating Measurement Sets and Measurement Types
Used in creation of Measurement
Instances
Measurement Sets contain collections
of Measurement Types
Measurement Types contain
collections of Measurement Values
when Measurement Type is “Fixed
List”
Measurement Types also contain
One Unit of Measure
One Value Type
6
© 2014 IBM Corporation
Creating a Measurement Instance
Select Measurement Set
Select Measurement Type based on
restricted list
Value Type completed from
Measurement Type
Select Value from fixed list or fill in the
Value depending on Value Type
Report Value populated on OK
7
© 2014 IBM Corporation
Using Measurement Instances in a Resource in a Resource Flow
DoDAF2 Resources including all
Resource subtypes (data, information,
material, person, etc.) can contain
Measurement Instances and can be
assigned to Resource Flows
Open or create a Resource that will
be assigned to a Resource Flow.
Add the Measurement Instances you
need to the Resource. Measurement
Instances can be created in their
containers, top-down, or they can be
reused.
Assign the Resource to an
ActivityResourceOverlap System Data
Flow or Service Data Flow
Note: Measurements are also enabled
in in other DoDAF2 and FEAF2
definitions
8
© 2014 IBM Corporation
Generating High Level Views from Low Level
Auto Generation from low level to high
level (ActivityResourceOverlap to
Need Line for example) supports
tracability and drill-down access to
Low Level Resource Flows, their
Resources and their Measurement
Instances
Create Low Level View such as OV-
05b BPMN Operational Activity Model
populated with Sequence/Message
Flows (DoDAF2
ActivityResourceOverlap)
Generate Operational Exchanges and
Need Lines using the DoDAF2
Utilities (Tools > DoDAF2 Utilities)
Refresh the diagram and the
generated Need Lines become visible
Open one of the Need Lines and drill
down through Operational Exchange,
ActivityResourceOverlap and
Resource to see Measurements
Generate OV-03 Operational
Resource Flow Matrix
9
© 2014 IBM Corporation
Measurement Instance – Technical View
Measurement Instance contains:
One Measurement Set
One Measurement Type restricted based on
selected Measurement Set
One Value Type and One Unit of Measure
(UOM) based on Measurement Type
For “Fixed List” Value Type, Value is
restricted based on selected Measurement
Type
For Value Types Boolean, Date, Numeric
or Text Value Type, the Value is not read
only and is user entered
Technical Changes to version 11.4.3.2
Removed GUID key from Measurement
Instance to support top-down creation
Added Report Value property to
Measurement Instance to support single
property for Report Generator use
Added macro to update Report Value
property including top-down creation and
change to Measurement Instance
Added OV-03 and SV-06 reports based on
this technique
© 2014 IBM Corporation
Measurement Instance Use in Other Frameworks
 Measurement Instance use is preset in DoDAF2 and FEAF2
 To use Measurement Instances in a framework other than DoDAF2 and FEAF2, add the
following to any definition type in the USRPROPS.TXT file:
PROPERTY "Measurement Instances"{ EDIT ListOf "Measurement Instance" …..}
– The property name must be “Measurement Instances” to populate the Report Value property from the
type specific values
– The referenced definition type must be “Measurement Instance” to access the correct definition type and
its supporting definition types.
 Enable Measurement Sets on the advanced page of the System Architect Configuration
dialog
 Use the Report Value property for reports since it will contain each Measurement Instance’s
value regardless of its Value Type
11
© 2014 IBM Corporation12
© 2014 IBM Corporation
Measurement Instance Properties
Measurement Relationships
Name
Measurement
Set
Fixed List Value
Measurement
Type
Unit of
Measure
Measurement Value
--Rank
Measurement Type
--Unit Of Measure
--Value Type
Measurement
Set
ONEOF
LISTOF
LISTOF
Value Type
•Date
•Text
•Numeric
•Boolean
•Fixed List
Report
Value
Boolean Value
Numeric Value
Text ValueText Value
Date Value
ONEOF
ONEOF

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Technique for Generating DoDAF2 OV-03 and SV-06 Matrix Reports using Project Specific Measurements, Resources and Resource Flows

  • 1. © 2014 IBM Corporation Technique for Generating DoDAF2 OV-03 and SV-06 Matrix Reports using Project Specific Measurements, Resources and Resource Flows Chuck Faris Senior Enterprise Architecture Specialist IBM Rational Unleash the Labs cfaris@us.ibm.com
  • 2. © 2014 IBM Corporation Why This Technique is Useful in DoDAF2  Provides a flexible workflow supporting the creation and use of custom measurements and attributes needed to describe the Resources in Resource Flows reported on in OV-03 Operational Resource Flow Matrix, SV-06 System Resource Flow Matrix and other reports  Supports user creation of OV-05b/SV-04 and auto-generation of Exchanges (OV-06c/SV- 10c), Need Lines (OV-02) and System Resource Flows (SV-01 and SV-02)  Contains a mechanism for creation and maintenance of needed measurements and attributes without metamodel changes  Supports the creation and reuse of DoDAF2 Resources and subtypes (data, information, materiel, system, etc.) containing the Measurement Instances and Attributes  Supports the creation and assignment of Resources to Resource Flows (ActivityResourceOverlap, System Data Flow, Service Data Flow) – Other definition types containing a Resource property can have Resources assigned but they will not be included in OV-03 and SV-06 reports  Generates OV-03 and SV-06 reports based on your Measurements, Resources and Resource Flows in prescribed structure  Measurement Types : Boolean, Date, Fixed-List, Numeric or Text and their Unit Of Measure – Fixed-List collects the list elements and provides a drop-down list of elements  Also used in FEAF2 and can be used in other frameworks 2
  • 3. © 2014 IBM Corporation  Generated System Architect Report Generator sample OV-03 Operational Resource Flow Matrix based on custom Measurements used in Resources in Resource Flows and generated Need Lines – Same for SV-06 OV-03 Operational Resource Flow Matrix and SV-06 System Resource Flow Matrix 3
  • 4. © 2014 IBM Corporation Structure Used in OV-03 and SV-06 Report Generation Resource Flow (High Level) •Need Line •System Resource Flow Exchange •Operational Exchange •System Exchange Resource Flow (Low Level) •ActivityResourceOverlap •System Data Flow Resource subtype structure •Resource •Information •Data •Architectural Description •Domain Information •Materiel •Performer •System •Service •Service Interface •Person •Organization •Interface (Port) Activity subtype structure •Activity •System Function •Service Function Role Performer Role Performer Resource Flow (High Level) G e n e r a t e B u i l d OV-02/SV-01 OV-06c/SV-10c OV-03/SV-06 Activity & Performer Activity & Performer Exchange Resource Flow (Low Level) OV-05b/SV-04 Resources Measurement Instances Measurement Sets and Types
  • 5. © 2014 IBM Corporation Workflow – Measurement Creation to Report Generation  Create the needed Measurement Sets, Types and Values  Create the Resources that will flow in the Resource Flows (any DoDAF2 Resource subtype: Data, Information and Materiel are a few of the subtypes)  Assign Resources to Low Level Resource Flows – Low Level Resource Flows are: ActivityResourceOverlaps, System Data Flows and Service Data Flow  Create and Assign Measurement Instances to the Resources in Low Level Resource Flows to include in OV-03 and SV-06 – Top-down by working in a Resource and creating Measurement Instances as needed – Bottom-up by creating the Measurement Instances, then using them in Resources  Using System Architect DoDAF2 Utilities under the Tools menu, Generate Operational Exchanges and Need Lines or System Exchanges and System Resource Flows or Service Resource Flows from low level Resource Flows  Rename generated Resource Flows, Exchanges and Roles if needed  Using System Architect Report Generator, Generate OV-03 Operational Resource Flow Matrix or SV-06 System Resource Flow Matrix  Steps can be done in many sequences – for example after generating an OV-03 report add other Resources to Resource Flows or other Measurement Instances to Resources and rerun the OV-035
  • 6. © 2014 IBM Corporation Creating Measurement Sets and Measurement Types Used in creation of Measurement Instances Measurement Sets contain collections of Measurement Types Measurement Types contain collections of Measurement Values when Measurement Type is “Fixed List” Measurement Types also contain One Unit of Measure One Value Type 6
  • 7. © 2014 IBM Corporation Creating a Measurement Instance Select Measurement Set Select Measurement Type based on restricted list Value Type completed from Measurement Type Select Value from fixed list or fill in the Value depending on Value Type Report Value populated on OK 7
  • 8. © 2014 IBM Corporation Using Measurement Instances in a Resource in a Resource Flow DoDAF2 Resources including all Resource subtypes (data, information, material, person, etc.) can contain Measurement Instances and can be assigned to Resource Flows Open or create a Resource that will be assigned to a Resource Flow. Add the Measurement Instances you need to the Resource. Measurement Instances can be created in their containers, top-down, or they can be reused. Assign the Resource to an ActivityResourceOverlap System Data Flow or Service Data Flow Note: Measurements are also enabled in in other DoDAF2 and FEAF2 definitions 8
  • 9. © 2014 IBM Corporation Generating High Level Views from Low Level Auto Generation from low level to high level (ActivityResourceOverlap to Need Line for example) supports tracability and drill-down access to Low Level Resource Flows, their Resources and their Measurement Instances Create Low Level View such as OV- 05b BPMN Operational Activity Model populated with Sequence/Message Flows (DoDAF2 ActivityResourceOverlap) Generate Operational Exchanges and Need Lines using the DoDAF2 Utilities (Tools > DoDAF2 Utilities) Refresh the diagram and the generated Need Lines become visible Open one of the Need Lines and drill down through Operational Exchange, ActivityResourceOverlap and Resource to see Measurements Generate OV-03 Operational Resource Flow Matrix 9
  • 10. © 2014 IBM Corporation Measurement Instance – Technical View Measurement Instance contains: One Measurement Set One Measurement Type restricted based on selected Measurement Set One Value Type and One Unit of Measure (UOM) based on Measurement Type For “Fixed List” Value Type, Value is restricted based on selected Measurement Type For Value Types Boolean, Date, Numeric or Text Value Type, the Value is not read only and is user entered Technical Changes to version 11.4.3.2 Removed GUID key from Measurement Instance to support top-down creation Added Report Value property to Measurement Instance to support single property for Report Generator use Added macro to update Report Value property including top-down creation and change to Measurement Instance Added OV-03 and SV-06 reports based on this technique
  • 11. © 2014 IBM Corporation Measurement Instance Use in Other Frameworks  Measurement Instance use is preset in DoDAF2 and FEAF2  To use Measurement Instances in a framework other than DoDAF2 and FEAF2, add the following to any definition type in the USRPROPS.TXT file: PROPERTY "Measurement Instances"{ EDIT ListOf "Measurement Instance" …..} – The property name must be “Measurement Instances” to populate the Report Value property from the type specific values – The referenced definition type must be “Measurement Instance” to access the correct definition type and its supporting definition types.  Enable Measurement Sets on the advanced page of the System Architect Configuration dialog  Use the Report Value property for reports since it will contain each Measurement Instance’s value regardless of its Value Type 11
  • 12. © 2014 IBM Corporation12
  • 13. © 2014 IBM Corporation Measurement Instance Properties Measurement Relationships Name Measurement Set Fixed List Value Measurement Type Unit of Measure Measurement Value --Rank Measurement Type --Unit Of Measure --Value Type Measurement Set ONEOF LISTOF LISTOF Value Type •Date •Text •Numeric •Boolean •Fixed List Report Value Boolean Value Numeric Value Text ValueText Value Date Value ONEOF ONEOF