P Bernus, 1999 The Generalised Enterprise Reference Architecture and Methodology GERAM P Bernus.

P Bernus, 1999

The Generalised Enterprise Reference The Generalised Enterprise Reference Architecture and Methodology Architecture and Methodology

GERAMGERAM

P BernusP Bernus

P Bernus, 1999

Acknowledgements

• P Bernus / L Nemes and the active members of the IFIP IFAC Task Force as well as ISO TC184/SC5/WG1

• Globeman 21 VRIDGE Team members

have all helped form GERAM through its 8 years of development

• Current version available fromhttp://www.cit.gu.edu.au/~bernus

P Bernus, 1999

Aim

• Collecting and organising knowledge necessary to better implement change processes in the enterprise

• Need to define commonly acceptable terms of the field

• Define the scope of the field of EI

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Broad application area

• CIM (repetitive or one of a kind)

• Service industry

Incorporated enterprise extended enterprise virtual enterprise

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Generalisation of existing architectures and other necessary

elements…..

• The ‘offerings’ of EI related results can be characterised in this framwork

• Mapping of existing architectures, tools, languages,… to GERAM

• Shopping list (what capabilities are needed for an enterprise)

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Background• CIMOSA

• Purdue Enterprise Reference Architecture and Methdology

• GRAI-GIM

• SATT

• Each being a life-cycle architecture (architecture of type II), that describes the progression of the enterprise through its life-cycle ‘phases’

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What is to be designedWhat is to be designed

Management and Control SystemManagement and Control System

Operations Operations (service / manufacturing) (service / manufacturing)

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How to model the decision system?How to model the decision system?

• Mostly human activity (supported by Mostly human activity (supported by “application programs” and databases)“application programs” and databases)

• Mostly non-algorithmic in natureMostly non-algorithmic in nature

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To manage the operations, the ICOM of the To manage the operations, the ICOM of the transformationtransformation that takes place in the that takes place in the operation must be providedoperation must be provided

Operations

input (when and where accessible by resources under the control of re-source management)

output (when and where produced by resourcesunder the control ofresource management)

machine, human,$ resources (available for resource management to control)

controls (provided byresource managementin real time to transforminput to output)

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Categories of management Categories of management functionsfunctions

• Management of product (I/O)Management of product (I/O)

• Management of resources (M)Management of resources (M)

• Planning and co-ordination (C)Planning and co-ordination (C)

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manageI/O

manageresources

co-ord./ plan

The management of the enterprise

“control” isthe real-time

mgmt of resources

}

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime }

horizonperiod

manageI/O

manageresources

co-ord./ plan

GRAI GRID - to modelthe management of the enterprise


mgmt of resources

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

2 3

7 8 9

41 5

6

horizonperiod

externalinfo

manageI/O

manageresources

internalinfo

co-ord./plan



mgmt of resources

}

Decide on product strategy (what when for which type of customer, what region,

price catgory,...…)

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

2 3

7 8 9

41 5

6

horizonperiod

externalinfo

manageI/O

manageresources

internalinfo

co-ord./plan



mgmt of resources

}

Decide on resource strategy (humans, assets,

capital / mqachinery, infrascructure…)

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

2 3

7 8 9

41 5

6

horizonperiod

externalinfo

manageI/O

manageresources

internalinfo

co-ord./plan



mgmt of resources

}Decide on product tactics

(production plansadvertising plans,

distributionplans…)

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

2 3

7 8 9

41 5

6

horizonperiod

externalinfo

manageI/O

manageresources

internalinfo

co-ord./plan



mgmt of resources

}Decide on resource

plans (leasing, buying, maintainance, hiring,

training,...)

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

2 3

7 8 9

41 5

6

horizonperiod

externalinfo

manageI/O

manageresources

internalinfo

co-ord./plan



mgmt of resources

}Decision centre

DC1

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Decision centreDecision centre

DC1

decision framework of DC1(OBJECTIVES, CONSTRAINTSAND DECISION VARIABLES)

decision frameworks provided by DC1 to other DCs

inputs(intra- and inter system)

outputs(intra- and inter system)

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Example: manage product

h=7dp=1d

h=1dp=8h

h=8hp=1h

manage weeklyprocurement plan

manage weeklydelivery plan

manage incomingdeliveries

manageincomingservices

plandailydeliveries

dispatch purchasing/incoming goods and servicesinspection

plan dailyservice provision

dispatchgoodsdeliveries

dispatchservicedeliveries

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Traditional value chain isnot co-ordinated: the virtual

enterprise is not an agenth=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

co-o

rdin

atio

n

operational interaction only, feedback fixes only individual problems

h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

co-o

rdin

atio

n

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Integrated value chain is co-ordinated: the virtual enterprise is an

agent

multi-level interaction: objectives are co-ordinated on every horizon

co-o

rdin

atio

n

co-o

rdin

atio

n

h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

co-o

rdin

atio

n

Decision (management) jobs

A B

The organisation implements the decision system:

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h=7dp=1d

h=1dp=8h

h=8hp=1h

realtime

co-o

rdin

atio

n

Flat hierarchy

A CB

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PERA

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Life-cycle phases

Views

Instantiation

Subdivisionaccording tomodelling views

ResourceOrganisation

InformationFunction

}

{{

GenericPartialParticular

{

Subdivision according to genericity}

CIMOSA

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Management and Control SystemManagement and Control System

Operations Operations (service / manufacturing) (service / manufacturing)

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The Components of GERAM

EEMsEEMs

EETsEETs

EMLsEMLsGEMCsGEMCs EMsEMs

PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERAGeneralised Enterprise Generalised Enterprise Reference ArchitectureReference Architecture

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Visit these components one by Visit these components one by oneone

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GERAGERA

Generalised EnterpriseGeneralised EnterpriseReference ArchitectureReference Architectureidentifies concepts ofidentifies concepts ofenterprise integrationenterprise integration

Enterprise entities, life-cycles and histories, Enterprise entities, life-cycles and histories, modelling frameworkmodelling framework

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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Life historyLife history

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Life-Life-cyclecycle

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Two independent dimensions

• Life cycle

• Life history

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Life-cycle of an enterprise entity

DesignPreliminary design

Detailed design

Identification

Concept

Requirements

Implementation

Operation

Decommission

GERAGERA

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GERAGERA


Detailed design

Identification

Concept

Requirements

Implementation

Operation

Decommission

Life-cycle phases

Time

Redesign/continuous improvementproject

Enterprise Operation

Life histories

Enterprise EngineeringProjects

Decommissioningproject

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GERAGERA


Detailed design

Identification

Concept

Requirements

Implementation

Operation

Decommission

Life-cycle phases

Time

Change processes are basedChange processes are basedon a relatively small set of on a relatively small set of functional functional capabilitiescapabilities that the that the enterprise must have.enterprise must have.

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Relationship between life-cycles

designpreliminary design

detailed design

identification

concept

requirements

implementation

operation

decommission

operation

entity A

entity B

GERAGERA

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There are various “enterprise entity types” each with their own life-cycles

• Project Enterprise (OKP)

• Repetitive

• Product

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design

identification

concept

requirements

implementation

operation

decommission


InformationFunction

life-cyclestages

model contentviews

purpose views task views Manifestationviews

Product,Cust. Service

Mgmt,Control

Hard-wareSoft-ware

TechnologyTasks

HumanTask

GERA modelling framework allows various aspectsGERA modelling framework allows various aspects

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GERAGERAmodellingmodellingframeworkframework

Management- and control

Customer serviceSubdivision according to purpose of activity}

HumanMachine

Subdivision according to means of implementation}

{{{

Life-cyclephases

Design

Preliminary design

Detailed design

Identification

Concept

Implementation

Operation

Decommission

Requirements

Views

Subdivisionaccording tomodelling views


InformationFunction

}

Instantiation

{{

GenericPartialParticular

{

Subdivision according to genericity}

HardwareSoftwareSubdivision

according to physical manifestation}

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EMsEMs

Enterprise ModelsEnterprise Modelsrepresent the particularrepresent the particular

enterpriseenterprise

… … all those models and descriptions that document the all those models and descriptions that document the particular enterprise across the enterprise life-cycleparticular enterprise across the enterprise life-cycle

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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• Potentially every area of the GERA modelling framework is populated with models or descriptions of the enterprise

• Often these models exist in the enterprise for the production facility and the control system / information system, but not the part of the business processes done by humans and not for the entire system of management (decisions)

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Use of enterprise models

• Support the enterprise engineering process (explicit, common reference for people, decision making using simulation, optimisation, etc)

• Model based control: support the execution of business processes (e.g. workflow implementation of some business processes)

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Life-cyclephases

Views

Instantiation

(particular)EnterpriseModels

(particular)EnterpriseModels

EMsEMs

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Life-cyclephases

Views

Instantiation

Management policiesManagement policies

Machine tools, Machine tools, controllers etc.controllers etc.

Hw resource requirementsHw resource requirementsof operationof operation

Operational requirementsOperational requirementsOperational requirementsOperational requirements(business process model)(business process model)

Operational requirementsOperational requirements(information model)(information model)

Sw resource requirementsSw resource requirementsof operationof operationOrganisationalOrganisational

requirements requirementsof operationof operationManagement requirementsManagement requirements

Shop floor workersShop floor workersManagement personnelManagement personnelControl systems,Control systems,MIS database, DSS,..MIS database, DSS,..

Operational policiesOperational policies

MIS & ctrl software MIS & ctrl software (applications(applicationsand database and database development)development)

MIS & ctrl hardware MIS & ctrl hardware installation and testinginstallation and testing

Personnel training,Personnel training,hiringhiring

Development of personnelDevelopment of personnelinstructionsinstructions

Comissioning and Comissioning and deployment of deployment of production machineryproduction machinery

ProductionmachineryProductionmachineryconfigurationconfiguration

Examples for areasExamples for areasdescribed /modelleddescribed /modelled

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EEMsEEMs

Enterprise EngineeringEnterprise EngineeringMethodologyMethodology

describe process ofdescribe process ofenterprise engineeringenterprise engineering

For each type of change activity and life-cycle ‘phase’ describe For each type of change activity and life-cycle ‘phase’ describe ways of progression, identify tasks and tools - need not beways of progression, identify tasks and tools - need not beintrusiveintrusive

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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Examples

• Purdue Guide for Master Planning

• GRAI GIM

• In preparation: Handbook of Enterprise Integration (by 1999, Springer Verlag)

• Important component: modelling methodology -- how to select modelling languages and tools for a practical task

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EMLsEMLsEnterprise Modelling LanguagesEnterprise Modelling Languages

provide modelling constructs forprovide modelling constructs formodelling of human role,modelling of human role,

processes and technologiesprocesses and technologies

All areas in the modelling framework needAll areas in the modelling framework needsuitable languages - some formal, some not...suitable languages - some formal, some not...

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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Available languages

• For each area of enterprise model there is a potential need for a suitable language of description

• GERA modelling frameworkk identifies such areas

• Depending on the aim of modelling languages of various expressive power are needed

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• E.g. CIMOSA integrated set of modelling constructs for the business process modelling (info and material flow)

• For the ‘downstream’ models great variety of geometric modelling and, simulation languages

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• Functional modelling: idef0, cimosa, uml,...

• Process modelling idef3, cimosa, FirstStep,, PSL, uml

• Data requirements modelling: ER, OOA/D

what is the difference?

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Differences...

• Expressive power …. Select depending on the analysis / design task

• Rigour … Is the meaning of modelling constructs well defined?

• Ease of use … do people of various backgrounds understand in the same way? Good graphic view?

• Availability of support tool

• Extendable … new constructs, ‘metamodelling’?

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Generic Enterprise ModellingGeneric Enterprise Modelling

ConceptsConceptsdefine the meaning ofdefine the meaning of

enterprise modellingenterprise modelling constructsconstructs

GEMCsGEMCs

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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• Glossary and examples Glossary and examples • MetaschemaMetaschema• Ontological theoriesOntological theories

GEMCsGEMCsFor end usersFor end users

For tool developersFor tool developers

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Life-cyclephases

Views

Instantiation

Generic enterprisemodelling conceptdefinitions (theconcepts of themodelling languages)

Generic enterprisemodelling conceptdefinitions (theconcepts of themodelling languages)

GEMCsGEMCs

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EETsEETs

Enterprise EngineeringEnterprise EngineeringToolsTools

support enterprise engineeringsupport enterprise engineering

Software tools allowing model construction, Software tools allowing model construction, management, analysis, decision making in enterprise designmanagement, analysis, decision making in enterprise design

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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• KBSI IDEF tools

• FirstStep

• METIS

• Aris

• …

…. Many others exist, often used are Petri net based tools, IDEF3, GRAI Grid

• Collect them in an enterprise engineering workbench

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High quality tested models used forHigh quality tested models used for‘drag and drop’ enterprise modelling - quickly ‘drag and drop’ enterprise modelling - quickly and cost effectivelyand cost effectively

PEMsPEMs

Partial Enterprise ModelsPartial Enterprise Models

provide reusable referenceprovide reusable referencemodels of human roles,models of human roles,

processes and technologiesprocesses and technologies

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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• Typical models that can be modified, adapted; may form a taxonomy -- reference architectures of type I

• Abstract vs concrete models -- various levels of detail (e.g. ISO 900x is policy level)

Complete models vs Building blocks (tested components) which can be combined

PEMsPEMsForms of ‘partial’ models Forms of ‘partial’ models or ‘Reference Models’or ‘Reference Models’

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Life-cyclephases

Views

Instantiation

Partial enterprisemodels (reusable trusted components)

Partial enterprisemodels (reusable trusted components)

PEMsPEMs

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Examples for areasExamples for areasdescribed /modelleddescribed /modelled

ISO 900xISO 900x

SAP module specsSAP module specs

Purdue CIM ModelPurdue CIM ModelSTEP ARMsSTEP ARMs

STEP APsSTEP APs

GRAI-Gim Ref ModelGRAI-Gim Ref ModelCAM-I CIM ModelCAM-I CIM Model

Reference models Reference models allow quick allow quick progression from progression from specification to specification to design solutiondesign solution

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EMOsEMOsEnterprise ModulesEnterprise Modules

ImplementableImplementable modules or products (sw modules or products (sw and hw); human professions, operational and hw); human professions, operational

processes, technologiesprocesses, technologies

Major functional components of the enterprise can only beMajor functional components of the enterprise can only beplanned for implementation if they are embodied inplanned for implementation if they are embodied inproductsproducts available on the market. This includes available available on the market. This includes availablehuman resource on the job market, machinery, IT products,human resource on the job market, machinery, IT products,services.services.

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EEMsEEMs

EETsEETs


PEMsPEMs

EOSsEOSs

EMOsEMOs

GERAGERA

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Some examples for ‘enterprise modules’ i.e. product types

• Integrating Infrastructure – database management systems, – user interface systems [browsers, java swing], – distributed processing platforms [e.g. java

interpreter, corba], – distributed communication and collaboration

tools [lotos notes,…]

• etc...

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• Human professions (available skill types)

• Process equipment, material handling and transport equipment types

• Major software modules like SAP/R3, Baan, ...

Some examples for ‘enterprise modules’ (cont’d)

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Enterprise modules...

• Implement typical ‘partial models’

E.g. the requirements level model of ‘distributed user interface services’ specifies a product (resource) type, such as implemented by a browser product

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ConclusionConclusion

• GERAM allows the manager to combine the stength of individual components

(E.g. combine the modelling capabilities of CIMOSA and associated tools with the Purdue guide for master planning - extended with change initiation methodology of GM21, and reusing published organisational blueprints and decision system analysis techniques of GRAI)

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• GERAM is a shopping list for enterprises defining the capabilities needed to support enterprise engineering (small and big change)

• Particular types of industries may use GERAM as a blueprint to define a task list for R&D (e.g. IMS VITE virtual transport enterprise research consortium)

Conclusion Conclusion (cont’d)(cont’d)

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The end

P Bernus, 1999 The Generalised Enterprise Reference Architecture and Methodology GERAM P Bernus.

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