1. 1 IBM Software Group ® PRJ270: Essentials of Rational Unified Process Module 5: Tailoring RUP

2. 2 Module 5 Objectives Be introduced to RUP tailoring and implementation choices by investigating:  RUP tailoring tools  Implementing RUP and improving process  Practices for process improvement

3. 3 Why Tailor RUP?  All projects are not the same  Projects evolve  Home-grown processes take time to develop and maintain

4. 4 The RUP Process Platform MyRUP Extended Help Tool Mentors MyRUP Extended Help Tool Mentors Rational Developer Network SM RUP ® Builder Process Plug- Ins RUP ® Builder Process Plug- Ins Rational Process Workbench ®

5. 5 Tailoring RUP For Your Project: A Simple Picture RUP Organizer Map content files to your process model to create a completed plug-in. Export completed plug- ins to RUP Builder RUP Builder Import plug-ins Make checkmark selections to define various RUP configurations Define your choice of views for RUP configurations Publish RUP Web sites from configurations Personalize your view of the RUP Web site on your desktop. MyRUP Design your plug-in RUP Modeler What You Get: Process model + content files = completed plug-in Process model = Plug-in X + part of Plug-in Y + parts of RUP base = your configuration Your personalizable RUP Web site

6. 6 What You Can Do in RUP Modeler  You can model extensions (plug-ins) to a RUP base.  Plug-in models can consist of the following core model elements:  Role  Artifact  Activity  Discipline  Workflow  Workflow Detail  Tool Mentor  Lifecycle

7. 7 What You Can Do in RUP Modeler (Cont.)  Result of work in RUP Modeler:  A process model that follows RUP modeling rules. The process model will eventually transition through RUP Organizer into a plug-in in the RUP Builder workspace.  Benefits of RUP Modeler:  Ability to build RUP plug-ins

8. 8 What You Can Do in RUP Organizer  Decide what pages will get published (i.e. the content) in your Web site by:  Associating content to existing RUP bases or plug-ins.  Associating content to new plug-ins initiated in RUP Modeler or created directly in RUP Organizer.

9. 9 Creating “Thin Plug-Ins”  Thin plug-ins are created using only RUP Organizer  They are the simplest and fastest type of plug-in to create  They specify associations of content with existing core elements  They are commonly used to package reusable company or project assets Guidelines, Checkpoints, Concepts, White Papers,Templates, Examples, company or project standards

10. 10 Benefits of RUP Organizer  Makes it easy to tailor process content for publication in your RUP Web site.  Many customizations including internationalization can be done using only Process Organizer.

11. 11 What You Can Do in RUP Builder  Characteristics and use of Builder:  Allows selection of 60+ individual components from a RUP base and plug-ins to create your RUP configuration  Allows production of pre-defined views to give project members a Web site that is relevant to their role (Process View Editor facility)  Publishes the configuration  Result of work in Builder:  A published RUP Web site that has been configured to your needs  Benefit of Builder:  Allows fine-grained selection of process components for publication

12. 12 Configuration of RUP Using RUP Builder Your RUP Project Web site Define Views and Publish Components from selected RUP base ++ Components from Plug-in X Components from Plug-in Y Your Process Configuration Create

13. 13 Choices of RUP Configuration Select which predefined RUP base configuration you will use.

14. 14 Choices of Plug-Ins Select the plug- ins you need.

15. 15 Choices of Components Choose the components you need from the plug-ins and the RUP base you selected.

16. 16 Examples of Available Plug-Ins Shipped with RUP Builder:  Microsoft.NET  J2EE  IBM Websphere App. Server  BEA Weblogic Server  User Experience  Formal and informal artifact resources Downloadable from RDN  XP  Creative Design  Asset-based Development  Etc…

17. 17 Edit Your Process Views RUP Builder allows you to determine views for your configured RUP. Pre-publication (Edit Views window)Published Web site

18. 18 Publishing From RUP Builder RUP Builder allows you many pre-publication options to define how your RUP configuration Web site will look.

19. 19 Personalization of RUP Web Site Using MyRUP Individual users can personalize the configured RUP on their desktop using the MyRUP facility.

20. 20 What You Can Do in Your Personal View You can customize nodes on the tree browser. Arrange tree nodes to suit your preferences Add tree nodes linked to information you need Delete tree nodes you don’t need Hide views you don’t need View Properties of nodes in your personal tree 213

21. 21 Use Cases For RUP Tailoring Tools Personalize the configured RUP on desktop Tool = MyRUP Tool = Extended Help RUP Practitioner Get process guidance from tool context Create and publish a RUP configuration Tool = RUP Builder Process/Project Manager Model a plug-in Process Engineer Add content pages to a plug-in model Tool = RUP Modeler Tool = RUP Organizer Modify/Replace the contents of existing plug-in or build a “thin plug-in” Tool = RUP Organizer

22. 22 What Does It Mean To Implement RUP?  Implementing RUP means improving selected parts of your existing process.  Process improvements are selected by considering (for example):  Current pains/problems e.g. delayed projects  Mandates e.g. Reach CMMI Level 2  Certification requirements e.g. ISO 9000  Efficiency improvements necessary to compete e.g. incomplete testing due to schedule compression Your Process Process Improvements

23. 23 Factors in Planning Process Improvement Software- Development Organization New Process New Tools New Technology

24. 24 Steps in Improving Your Process

25. 25 Practices for Process Improvement  Assess the development organization  Employ progressive process improvement  Do not scale up too early  Get buy-in from stakeholders  Anticipate resistance and devise a strategy  Involve process engineers in development  “A process description is not a process”  Transfer knowledge  Set expectations  Do not hype the process

26. 26 Example of Process Improvement Planning This example shows how process improvement can be instituted in a project.

27. 27 Review  Rational offers tools that give you many options for tailoring RUP to your project and/or your personal needs.  MyRUP facility  RUP Builder  RUP Organizer  RUP Modeler  Implementing RUP means improving selected parts of your existing process.

28. 28 End of Course  Thank you for taking Rational’s Essentials of Rational Unified Process course.  Please see http://www.rational.com/university for other related courses.