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Deskbook Release 4.0
The file "Deskbook Rel 4.0.pdf" is the latest version of the “Systems Engineering Best Practices with the Rational Solution for Systems and Software Engineering Deskbook Release 4.0” (“Deskbook”), released July 2013. The Deskbook is written for the practitioner. Screenshots, notes and best practice tips are added to the workflow descriptions. The brief introductions are minimal rather than narrative. The Deskbook is not intended to replace IBM Rational Rhapsody training; it is intended to supplement it. It is assumed that the reader is familiar with UML/SysML and the IBM Rational Rhapsody tool. Permission to use, copy, and distribute, this Deskbook, is granted; provided, however, that the use, copy, and distribution of the Deskbook is made in whole and not in part. THIS DESKBOOK IS PROVIDED "AS IS." IBM MAKE NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE. IBM WILL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, OR CONSEQUENTIAL DAMAGES ARISING OUT OF ANY USE OF THE DESKBOOK OR THE PERFORMANCE OR IMPLEMENTATION OF THE CONTENTS OF THE DESKBOOK. The directory "Deskbook Rel.4.0 Requirements and Models" contains the requirements specification for the Security System example and snapshots of the models generated with Rhapsody. Copyright IBM Corporation 2006, 2011 IBM Corporation Software Group Route 100 Somers, NY 10589 U.S.A. Licensed Materials - Property of IBM Corporation U.S. Government Users Restricted Rights: Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. The Rational Software home page on the Internet can be found at ibm.com/software/rational The IBM home page on the Internet can be found at ibm.com
The Author - by J. Rick White © Copyright IBM Corporation 2006. 2010. All Rights Reserved. Foreword Foreword to the Deskbook Release 4.0 The systems engineering process is iterative. There is no reason why this should not be applicable also to the Deskbook. This release outlines a new approach – the Use Case Realization Approach. Experiences in several complex applications show that this approach significantly streamlines the development of an Integrated System Architecture. Also, the collaboration between the tools Rhapsody and DOORS via the Rhapsody Gateway tool is addressed in more detail. Since I first introduced the Deskbook over seven years ago, the Deskbook has been used by customers all over the world. Besides the English release there is also a Japanese and a Chinese translation available. I want to thank Chiori Asada and her team in Japan for their effort translating the Release 3.1 into Japanese. For China, Lian Gu personally translated the Release 4.0 into Chinese. This release will be available in China as an IBM booklet July 2013. I also want to express my appreciation to Lian for her translation. I also want to thank two colleagues who deserve special mention with regard to their contributions to this release: Andy Lapping and Pavel Vodov. Andy – the “Wizard Guru” – is the author of the Rhapsody SE- Toolkit. Pavel detailed the collaboration between the tools Rhapsody and DOORS. Working with them has been a distinct pleasure for me. Any feedback for the next iteration (release) is appreciated. Boston, June 20, 2013
Table of Contents Table of Contents 1 INTRODUCTION ......................................................................................................................................................................................................... 1 1.1 SCOPE ................................................................................................................................................................................................................... 1 1.2 DOCUMENT OVERVIEW............................................................................................................................................................................................ 1 2 FUNDAMENTALS OF HARMONY FOR SYSTEMS ENGINEERING ........................................................................................................................ 2 2.2.1 2.2.2 2.2.3 2.2.4 2.3.1 2.3.2 2.3.3 2.2.3.1 2.2.3.2 2.1 RATIONAL INTEGRATED SYSTEMS / EMBEDDED SOFTWARE DEVELOPMENT PROCESS HARMONY ................................................................................ 2 2.2 MODEL-BASED SYSTEMS ENGINEERING PROCESS.................................................................................................................................................... 4 Requirements Analysis.................................................................................................................................................................................. 5 System Functional Analysis .......................................................................................................................................................................... 6 Design Synthesis......................................................................................................................................................................................... 10 Architectural Analysis ........................................................................................................................................................................... 10 Architectural Design ............................................................................................................................................................................. 13 Systems Engineering Hand-Off................................................................................................................................................................... 17 2.3 ESSENTIAL SYSML ARTIFACTS OF MODEL-BASED SYSTEMS ENGINEERING.............................................................................................................. 18 Requirements Diagram ............................................................................................................................................................................... 19 Structure Diagrams...................................................................................................................................................................................... 19 Block Definition Diagram...................................................................................................................................................................... 19 Internal Block Diagram......................................................................................................................................................................... 19 Parametric Diagram ............................................................................................................................................................................. 21 Behavior Diagrams ...................................................................................................................................................................................... 21 Use Case Diagram ............................................................................................................................................................................... 22 Activity Diagram ................................................................................................................................................................................... 22 Sequence Diagram .............................................................................................................................................................................. 23 Statechart Diagram .............................................................................................................................................................................. 23 Artifact Relationships at the Requirements Analysis / System Functional Analysis Level.......................................................................... 24 2.4 SERVICE REQUEST-DRIVEN MODELING APPROACH ................................................................................................................................................ 25 2.3.3.1 2.3.3.2 2.3.3.3 2.3.3.4 2.3.2.1 2.3.2.2 2.3.2.3 2.3.4 3 RHAPSODY PROJECT STRUCTURE ..................................................................................................................................................................... 26 3.1 PROJECT STRUCTURE OVERVIEW .......................................................................................................................................................................... 26 3.2 REQUIREMENTS ANALYSIS PACKAGE ..................................................................................................................................................................... 27 3.3 FUNCTIONAL ANALYSIS PACKAGE .......................................................................................................................................................................... 28 3.4 DESIGN SYNTHESIS PACKAGE ............................................................................................................................................................................... 29 Architectural Analysis Package ................................................................................................................................................................... 29 Architectural Design Package ..................................................................................................................................................................... 30 3.5 SYSTEM-LEVEL DEFINITIONS ................................................................................................................................................................................. 31 3.4.1 3.4.2 4 CASE STUDY: SECURITY SYSTEM ....................................................................................................................................................................... 32 4.1 CASE STUDY WORKFLOW...................................................................................................................................................................................... 32 4.2 CREATION OF A HARMONY PROJECT STRUCTURE................................................................................................................................................... 33 Harmony for SE Deskbook | ii © Copyright IBM Corporation 2006, 2010. All Rights Reserved.
Table of Contents 4.3.5.1 4.4.2 4.5.1 4.3.1 4.3.2 4.3.3 4.3.4 4.3.5 4.3.6 4.4.1 4.4.1.1 4.4.1.2 4.4.1.3 4.4.1.4 4.4.1.5 4.4.1.6 4.4.1.7 4.3 REQUIREMENTS ANALYSIS..................................................................................................................................................................................... 34 DOORS: Import of Stakeholder Requirements ........................................................................................................................................... 35 DOORS: Import of System Requirements................................................................................................................................................... 36 Linking System Requirements to Stakeholder Requirements..................................................................................................................... 38 DOORS -> Gateway -> Rhapsody: Import of System Requirements ......................................................................................................... 41 Definition of System-Level Use Cases ........................................................................................................................................................ 42 Linking Requirements to Use Cases.................................................................................................................................................... 43 Rhapsody -> Gateway -> DOORS: Export of Use Cases ........................................................................................................................... 46 4.4 SYSTEM FUNCTIONAL ANALYSIS............................................................................................................................................................................. 48 Uc1ControlEntry .......................................................................................................................................................................................... 49 Definition of Model Context .................................................................................................................................................................. 49 Definition of Functional Flow ................................................................................................................................................................ 52 Derivation of Black-Box Use Case Scenarios ...................................................................................................................................... 53 Definition of Ports and Interfaces ......................................................................................................................................................... 57 Definition of Use Case Behavior .......................................................................................................................................................... 58 Use Case Model Verification ................................................................................................................................................................ 60 Linking Model Properties to Requirements .......................................................................................................................................... 62 Uc2ControlExit............................................................................................................................................................................................. 64 Definition of Model Context .................................................................................................................................................................. 64 Definition of Functional Flow ................................................................................................................................................................ 64 Derivation of Black-Box Use Case Scenarios ...................................................................................................................................... 65 Definition of Ports and Interfaces ......................................................................................................................................................... 66 Definition of Use Case Behavior .......................................................................................................................................................... 66 Use Case Model Verification ................................................................................................................................................................ 67 Linking Model Properties to Requirements .......................................................................................................................................... 67 4.5 DESIGN SYNTHESIS............................................................................................................................................................................................... 68 Architectural Analysis (Trade-Off Analysis)................................................................................................................................................. 68 Definition of Key System Functions ..................................................................................................................................................... 69 Definition of Candidate Solutions ......................................................................................................................................................... 70 Definition of Assessment Criteria ......................................................................................................................................................... 71 Assigning Weights to Assessment Criteria .......................................................................................................................................... 72 Definition of a Utility Curve for each Criterion ...................................................................................................................................... 73 Assigning Measures of Effectiveness (MoE) to each Solution............................................................................................................. 74 Determination of Solution ..................................................................................................................................................................... 75 Documentation of the Solution in the ArchitecturalDesignPkg............................................................................................................. 77 Architectural Design .................................................................................................................................................................................... 78 Use Case Realization Uc1ControlEntry ............................................................................................................................................... 79 4.5.2.1.1 Update of the ArchitecturalDesignPkg ............................................................................................................................................. 79 4.5.2.1.2 Allocation of System Block Properies to Parts ................................................................................................................................. 80 4.5.2.1.2.1 Allocation of Operations to Parts ............................................................................................................................................... 80 4.5.2.1.2.2 Allocation of Attributes and Events to Parts .............................................................................................................................. 84 4.5.2.1.3 Derivation of White-Box Sequence Diagrams.................................................................................................................................. 85 4.5.2.1.4 Definition of Ports and Interfaces ..................................................................................................................................................... 88 4.5.1.1 4.5.1.2 4.5.1.3 4.5.1.4 4.5.1.5 4.5.1.6 4.5.1.7 4.5.1.8 4.4.2.1 4.4.2.2 4.4.2.3 4.4.2.4 4.4.2.5 4.4.2.6 4.4.2.7 4.5.2 4.5.2.1 © Copyright IBM Corporation 2006, 2010. All Rights Reserved. Harmony for SE Deskbook | iii
Table of Contents 4.5.2.2 4.5.2.1.5 Definition of Realized Use Case Behavior ....................................................................................................................................... 90 4.5.2.1.6 Realized Use Case Verification........................................................................................................................................................ 93 4.5.2.1.7 Allocation of Non-functional Requirements ..................................................................................................................................... 93 Use Case Realization Uc2ControlExit ................................................................................................................................................. 94 4.5.2.2.1 Update of the ArchitecturalDesignPkg ............................................................................................................................................. 94 4.5.2.2.2 Allocation of System Block Properies to Parts ................................................................................................................................. 94 4.5.2.2.3 Derivation of White-Box Sequence Diagrams.................................................................................................................................. 94 4.5.2.2.4 Definition of Ports and Interfaces ..................................................................................................................................................... 95 4.5.2.2.5 Definition of Realized Use Case Behavior ....................................................................................................................................... 95 4.5.2.2.6 Realized Use Case Verification........................................................................................................................................................ 96 4.5.2.2.7 Allocation of Non-functional Requirements ..................................................................................................................................... 96 Integrated Use Case Realization ......................................................................................................................................................... 97 4.5.2.3.1 Creation of Base IA Model ............................................................................................................................................................... 98 4.5.2.3.2 Configuring Realized Use Case Model Handoff .............................................................................................................................. 99 4.5.2.3.3 Integration of Realized Use Case .................................................................................................................................................. 100 4.5.2.3.4 Verification of Use Cases Collaboration......................................................................................................................................... 108 4.5.2.3 5 HAND-OFF TO SUBSYSTEM DEVELOPMENT .................................................................................................................................................... 109 6 APPENDIX............................................................................................................................................................................................................... 115 A1.1 A1.2 A1.3 A1.4 A1.5 A1.6 A1.7 A1.8 A1 MODELING GUIDELINES ....................................................................................................................................................................................... 115 General Guidelines and Drawing Conventions ......................................................................................................................................... 115 Use Case Diagram .................................................................................................................................................................................... 116 Block Definition Diagram ........................................................................................................................................................................... 117 Internal Block Diagram .............................................................................................................................................................................. 118 Activity Diagram......................................................................................................................................................................................... 120 Sequence Diagram.................................................................................................................................................................................... 123 Statechart Diagram.................................................................................................................................................................................... 125 Profiles....................................................................................................................................................................................................... 127 DERIVING A STATECHART DIAGRAM ..................................................................................................................................................................... 128 USAGE OF ACTIVITY DIAGRAM INFORMATION IN THE SE WORKFLOW ..................................................................................................................... 133 RHAPSODY ACTION LANGUAGE............................................................................................................................................................................ 136 RHAPSODY SE-TOOLKIT (OVERVIEW) .................................................................................................................................................................. 139 A2 A3 A4 A5 7 REFERENCES ........................................................................................................................................................................................................ 142 Harmony for SE Deskbook | iv © Copyright IBM Corporation 2006, 2010. All Rights Reserved.
1 Introduction 1.1 Scope language the standardized Meanwhile, many books and articles have been published about SysML, for model-based systems engineering [1]. But in most cases, the question of how to apply it in an integrated systems and software development process has not been addressed. This deskbook tries to close the gap. Based on the Rational® Integrated Systems/Embedded Software Development Process Harmony™ it provides systems engineers with a step-by step guide on using the SysML in a way that allows a seamless transition to the subsequent system development. In this deskbook the chosen tools are the Rational® systems and software design tool Rhapsody® Release 8.01 and the requirements management and traceability tool DOORS® Release 9.3. The deskbook is written for the practitioner. Screenshots, notes, and best practice tips are added to the workflow descriptions. The brief introductions are minimal rather than narrative. The deskbook does not replace the Rhapsody training documentation. It rather is intended to supplement it. It is assumed, that the reader is familiar with the UML/SysML and the Rhapsody tool. 1.2 Document Overview The deskbook is divided into 5 sections: • Section 1 describes the scope and structure of this book. • Section 2 introduces the basic concepts of Harmony for Systems Engineering. It starts with an overview of how the systems engineering part of the integrated systems/embedded software development process Harmony the model-driven development lifecycle. Then, the task flow and the associated work products in the different systems engineering phases are detailed. With regard to modeling, this section also provides an overview of SysML artifacts that are considered essential for model-based systems engineering, followed by an introduction to the service request driven modeling approach. into fits Introduction • Section 3 describes the project structure that should be followed when the Rhapsody tool is used in a model-based systems engineering project. • Section 4 details a case study of the Harmony for Systems Engineering workflow using the Rhapsody tool. The chosen example is a Security System. The workflow starts with the import of stakeholder requirements into DOORS and ends with the definition of an executable integrated system architecture model. The workflow is application oriented and focuses on the usage of the Rhapsody SE-Toolkit. • Section 5 addresses the handoff to the subsequent subsystem (SecSysController) development. Also provided are several appendices (Section 6) including • a chapter about modeling/style guidelines regarding the usage of the various SysML diagrams in model-based systems engineering • a guideline how to derive a statechart diagram from the information captured in an activity diagram and associated sequence diagrams. • a chapter about the usage of Activity Diagram information in the SE workflow, • a quick reference guide to the Rhapsody Action Language, • an overview of the Rhapsody SE-Toolkit features Included to this deskbook is a volume containing • • the SecSys Stakeholder and System Requirements for each of the SE phases the incrementally extended Rhapsody model database: • SecSys_RA • Uc1ControEntry • Uc2ControlExit • SecSys_AA • SecSys_IA • SecSysController_HandOff • DOORS archive of the SecSys requirements • Rhapsody Gateway custom types file © Copyright IBM Corporation 2006, 2010. All Rights Reserved. Harmony for SE Deskbook | 1
Fundamentals of Harmony for Systems Engineering 2 Fundamentals of Harmony for Systems Engineering 2.1 Rational Integrated Systems / Embedded Software Development Process Harmony The Harmony process consists of two closely coupled sub-processes - Harmony for Systems Engineering and - Harmony for Embedded Real Time Development The systems engineering workflow is iterative with incremental cycles through the phases requirements analysis, system functional analysis and design synthesis. The increments are use case based. Change Request Change Request Harmony™ for Systems Engineering Scenarios (ConOps) System System Validation Validation Plan Plan y r o t i System System Acceptance Acceptance Stakeholder Requirements Fig. 2-1Error! Reference source not found. shows the Rational Integrated Systems / Embedded Software Development Process Harmony by means of the classic “V” diagram. The left leg of the “V” describes the top-down design flow, while the right hand side shows the bottom-up integration phases from unit test to the final system acceptance. Using the notation of statecharts, the impact of a change request on the workflow is visualized by the “high-level interrupt”. Whenever a change request occurs, the process will restart at the requirements analysis phase. Architectural Analysis Model(s), System Architecture Model Requirements Models, System Use Cases Model Software Software Implementation Implementation Model Model System Architecture Baseline Requirements Requirements Analysis Analysis Executable Use Case Model(s) System Functional System Functional Analysis Analysis Design Synthesis Design Synthesis SW SW Analysis & Design Analysis & Design e d o M Module Module Integration & Test Integration & Test (Sub-)System (Sub-)System Integration & Test Integration & Test Harmony™ for Embedded RT Development Test Scenarios s o p e R s t n e m e r i u q e R / l System System Verification Verification Plan Plan Component Verification Procedure SW Implementation SW Implementation & Unit Test & Unit Test Fig. 2-1 Rational Integrated Systems / Embedded Software Development Process Harmony Harmony for SE Deskbook | 2 © Copyright IBM Corporation 2006, 2010. All Rights Reserved.
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