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Learning UML: Use Case Development
          and CIM Profiling

       EPRI Power Quality and Smart Distribution
             2012 Conference and Exhibition
                       June 4, 2012
                  Gerald R. Gray, PhD
                   Sr. Project Manager
  Enterprise Architecture | Utility Enterprise Integration
Disclaimer

   • Not a celebrity spokes model
   • Not a SparxSystems representative




© 2012 Electric Power Research Institute, Inc. All rights reserved.   2
Course Outline

   • EA Strengths/Weaknesses
   • Pre-requisites
   • Creating common use case related diagrams
      – Used by UCAIUG, CIMug, OpenSG, MultiSpeak…
   • Model Baselines
   • Versioning Setup & Configuration
   • CIM Profiling
      – CIMEA




© 2012 Electric Power Research Institute, Inc. All rights reserved.   3
Enterprise Architect: Uses and Benefits

   • Supports IT system, software, and business processes
   • Model, design, build, and test software
   • Uses standard Unified Modeling Language (UML)
   • Central repository for process and IT system information
   • Interfaces with version control e.g. Subversion
   • Fast, built-in or custom document generation & HTML




© 2012 Electric Power Research Institute, Inc. All rights reserved.   4
Enterprise Architect: Weaknesses

   • May be a poor choice for complex system
     diagrams
           – Visio is “prettier”
           – PowerPoint also an option
   • Complex User Interface
           – Extensive feature set may lead to confusion
           – Time saving “tricks” difficult to learn
   • Diagrams not useful if team doesn’t see value
           – UML/BPM may be used currently at their site
           – Some users intimidated by tool

© 2012 Electric Power Research Institute, Inc. All rights reserved.   5
Installation

   • SparxSystems Enterprise Architect
      – http://www.sparxsystems.com.au/
         • $135 - $699 depending on version
         • Enterprise Architect (v7.5 or greater)
         • v9.2 recently released
   • Subversion command-line client
         • http://www.collab.net/downloads/subversion/
   • TortoiseSVN (Windows)
         • http://tortoisesvn.net/downloads



© 2012 Electric Power Research Institute, Inc. All rights reserved.   6
Common UCAIUG / CIMUG Diagrams

   • Top Down Approach
      – Use Case
      – Business Process (Activity)
         • Integration Requirements
      – Sequence Diagram
      – Profile

   • Let’s look at some examples!




© 2012 Electric Power Research Institute, Inc. All rights reserved.   7
Adding a Use Case

   • Project Browser
      – New Package – grouping of diagrams
      – Add new diagram: Use Case
      – In the workspace add
         • Actors, cases, associations
      – Save changes, check-in package




© 2012 Electric Power Research Institute, Inc. All rights reserved.   8
Adding a Business Process

   • Project Browser
      – Add new diagram: Activity
      – Open workspace, right-click for
        Swimlanes and Matrix…
      – Add swimlanes
         • Create new or use classifier to
           select existing actors
      – Add Activity and flows




© 2012 Electric Power Research Institute, Inc. All rights reserved.   9
Integrations Requirements

   • Addition to the Activity diagram
      – Typically a hand-off from the business user to the
        architect/software
      – Object flow between two activities, spanning actors
        (swimlanes), between two systems
      – Add requirement (from common tools)
         • Right-click properties
         • Type dropdown: Add integration
      – Change node to identify service




© 2012 Electric Power Research Institute, Inc. All rights reserved.   10
Adding Sequence Diagram

   • Project Browser
      – Add diagram: sequence
      – Open workspace
      – Add Actors
      – Add flows (asynchronous)
      – Add returns (“Is Return” checkbox)




© 2012 Electric Power Research Institute, Inc. All rights reserved.   11
Manage Baselines

   • Corporate version required*
   • Internal “version control”
      – Can be used in conjunction with DBMS
   • Baseline can be added to each package
   • Complements import/export of XMI
      – Import XMI replaces everything in a target package
      – Can be compared to XMI to replace only desired
        changes




© 2012 Electric Power Research Institute, Inc. All rights reserved.   12
Enterprise Architecture: Version Control

      • Working Directory creation:
        – C:TestWorking
                      • In Windows Explorer, right-click on folder
                      • TortoiseSVN ►Create repository here…
             – Connecting to a remote repository:
                      • Using TortoiseSVN repo browse to repository
                        location:
                          – Enter credentials if prompted
                          – Right-click on folder in left-hand panel
                          – Select Export… to directory created above




© 2012 Electric Power Research Institute, Inc. All rights reserved.   13
Enterprise Architect: Version Control Settings

      • From main menu select
         – Project Version Control
           Version Control Settings…
         – Create a unique name
         – Select type: Subversion
         – Point to working directory
         – Subversion exe path should
           pre-populate
         – Click Save




© 2012 Electric Power Research Institute, Inc. All rights reserved.   14
Enterprise Architect: Adding a branch

      • Right-click on Package
      • Select Package Control
      • Select Add Branch to Version
        Control…
      • The key icon is added to each
        package under version control




© 2012 Electric Power Research Institute, Inc. All rights reserved.   15
CIM EA

   • Addin to Enterprise Architect
      – Easy to create
         • CIM UML profiles
         • Generate XSDs, RDFs
         • Uses CIM, MultiSpeak, and other models as reference
         • Used to design message payloads, etc
   • Other tools can create CIM profiles, e.g. CIMTool




© 2012 Electric Power Research Institute, Inc. All rights reserved.   16
Example UML Profile




© 2012 Electric Power Research Institute, Inc. All rights reserved.   17
Profile Design

   • CIMEA integrates into the EA user interface
   • Profiles built from references model, (CIM or other)
   • Right-click on reference model, select
      – Add In (“Extensions” in v9.x) CIM EA Create a CIM
        profile…
      – Give name…
      – Select classes, attributes, relationships




© 2012 Electric Power Research Institute, Inc. All rights reserved.   18
Generating artifacts

   • Using CIM EA add in facilitates quick artifacts (XSD, RDF)
     generation
      – Select Add In (“Extensions” in v9.x) CIM EA
        Generate Artifacts
      – Example CIM profile
         • Change the namespace
         • Change message – usually to just “m”
         • Change model location – this is used for sawsdl
           attributes
         • Generate – and open in your favorite XML editor



© 2012 Electric Power Research Institute, Inc. All rights reserved.   19
Recap

   • Learned how to go from
      – Use case to…
      – Business process to…
      – Identifying integration requirements…
      – Creating sequence diagrams…
   • Configuring version control
   • Design profile to…
      – Generate an artifact




© 2012 Electric Power Research Institute, Inc. All rights reserved.   20
Reference

   • EA Free Trial
           – http://www.sparxsystems.com/products/ea/trial.html
   • Subversion Documentation
           – http://svnbook.red-bean.com/en/1.5/index.html
   • EA Tutorials and Online Help
      – http://www.sparxsystems.com/resources/index.html
   • CIMEA
      – http://www.cimea.org




© 2012 Electric Power Research Institute, Inc. All rights reserved.   21
Together…Shaping the Future of Electricity




© 2012 Electric Power Research Institute, Inc. All rights reserved.   22

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Learning UML with Enterprise Architect

  • 1. Learning UML: Use Case Development and CIM Profiling EPRI Power Quality and Smart Distribution 2012 Conference and Exhibition June 4, 2012 Gerald R. Gray, PhD Sr. Project Manager Enterprise Architecture | Utility Enterprise Integration
  • 2. Disclaimer • Not a celebrity spokes model • Not a SparxSystems representative © 2012 Electric Power Research Institute, Inc. All rights reserved. 2
  • 3. Course Outline • EA Strengths/Weaknesses • Pre-requisites • Creating common use case related diagrams – Used by UCAIUG, CIMug, OpenSG, MultiSpeak… • Model Baselines • Versioning Setup & Configuration • CIM Profiling – CIMEA © 2012 Electric Power Research Institute, Inc. All rights reserved. 3
  • 4. Enterprise Architect: Uses and Benefits • Supports IT system, software, and business processes • Model, design, build, and test software • Uses standard Unified Modeling Language (UML) • Central repository for process and IT system information • Interfaces with version control e.g. Subversion • Fast, built-in or custom document generation & HTML © 2012 Electric Power Research Institute, Inc. All rights reserved. 4
  • 5. Enterprise Architect: Weaknesses • May be a poor choice for complex system diagrams – Visio is “prettier” – PowerPoint also an option • Complex User Interface – Extensive feature set may lead to confusion – Time saving “tricks” difficult to learn • Diagrams not useful if team doesn’t see value – UML/BPM may be used currently at their site – Some users intimidated by tool © 2012 Electric Power Research Institute, Inc. All rights reserved. 5
  • 6. Installation • SparxSystems Enterprise Architect – http://www.sparxsystems.com.au/ • $135 - $699 depending on version • Enterprise Architect (v7.5 or greater) • v9.2 recently released • Subversion command-line client • http://www.collab.net/downloads/subversion/ • TortoiseSVN (Windows) • http://tortoisesvn.net/downloads © 2012 Electric Power Research Institute, Inc. All rights reserved. 6
  • 7. Common UCAIUG / CIMUG Diagrams • Top Down Approach – Use Case – Business Process (Activity) • Integration Requirements – Sequence Diagram – Profile • Let’s look at some examples! © 2012 Electric Power Research Institute, Inc. All rights reserved. 7
  • 8. Adding a Use Case • Project Browser – New Package – grouping of diagrams – Add new diagram: Use Case – In the workspace add • Actors, cases, associations – Save changes, check-in package © 2012 Electric Power Research Institute, Inc. All rights reserved. 8
  • 9. Adding a Business Process • Project Browser – Add new diagram: Activity – Open workspace, right-click for Swimlanes and Matrix… – Add swimlanes • Create new or use classifier to select existing actors – Add Activity and flows © 2012 Electric Power Research Institute, Inc. All rights reserved. 9
  • 10. Integrations Requirements • Addition to the Activity diagram – Typically a hand-off from the business user to the architect/software – Object flow between two activities, spanning actors (swimlanes), between two systems – Add requirement (from common tools) • Right-click properties • Type dropdown: Add integration – Change node to identify service © 2012 Electric Power Research Institute, Inc. All rights reserved. 10
  • 11. Adding Sequence Diagram • Project Browser – Add diagram: sequence – Open workspace – Add Actors – Add flows (asynchronous) – Add returns (“Is Return” checkbox) © 2012 Electric Power Research Institute, Inc. All rights reserved. 11
  • 12. Manage Baselines • Corporate version required* • Internal “version control” – Can be used in conjunction with DBMS • Baseline can be added to each package • Complements import/export of XMI – Import XMI replaces everything in a target package – Can be compared to XMI to replace only desired changes © 2012 Electric Power Research Institute, Inc. All rights reserved. 12
  • 13. Enterprise Architecture: Version Control • Working Directory creation: – C:TestWorking • In Windows Explorer, right-click on folder • TortoiseSVN ►Create repository here… – Connecting to a remote repository: • Using TortoiseSVN repo browse to repository location: – Enter credentials if prompted – Right-click on folder in left-hand panel – Select Export… to directory created above © 2012 Electric Power Research Institute, Inc. All rights reserved. 13
  • 14. Enterprise Architect: Version Control Settings • From main menu select – Project Version Control Version Control Settings… – Create a unique name – Select type: Subversion – Point to working directory – Subversion exe path should pre-populate – Click Save © 2012 Electric Power Research Institute, Inc. All rights reserved. 14
  • 15. Enterprise Architect: Adding a branch • Right-click on Package • Select Package Control • Select Add Branch to Version Control… • The key icon is added to each package under version control © 2012 Electric Power Research Institute, Inc. All rights reserved. 15
  • 16. CIM EA • Addin to Enterprise Architect – Easy to create • CIM UML profiles • Generate XSDs, RDFs • Uses CIM, MultiSpeak, and other models as reference • Used to design message payloads, etc • Other tools can create CIM profiles, e.g. CIMTool © 2012 Electric Power Research Institute, Inc. All rights reserved. 16
  • 17. Example UML Profile © 2012 Electric Power Research Institute, Inc. All rights reserved. 17
  • 18. Profile Design • CIMEA integrates into the EA user interface • Profiles built from references model, (CIM or other) • Right-click on reference model, select – Add In (“Extensions” in v9.x) CIM EA Create a CIM profile… – Give name… – Select classes, attributes, relationships © 2012 Electric Power Research Institute, Inc. All rights reserved. 18
  • 19. Generating artifacts • Using CIM EA add in facilitates quick artifacts (XSD, RDF) generation – Select Add In (“Extensions” in v9.x) CIM EA Generate Artifacts – Example CIM profile • Change the namespace • Change message – usually to just “m” • Change model location – this is used for sawsdl attributes • Generate – and open in your favorite XML editor © 2012 Electric Power Research Institute, Inc. All rights reserved. 19
  • 20. Recap • Learned how to go from – Use case to… – Business process to… – Identifying integration requirements… – Creating sequence diagrams… • Configuring version control • Design profile to… – Generate an artifact © 2012 Electric Power Research Institute, Inc. All rights reserved. 20
  • 21. Reference • EA Free Trial – http://www.sparxsystems.com/products/ea/trial.html • Subversion Documentation – http://svnbook.red-bean.com/en/1.5/index.html • EA Tutorials and Online Help – http://www.sparxsystems.com/resources/index.html • CIMEA – http://www.cimea.org © 2012 Electric Power Research Institute, Inc. All rights reserved. 21
  • 22. Together…Shaping the Future of Electricity © 2012 Electric Power Research Institute, Inc. All rights reserved. 22