Disciplines > Environment > Concepts > Process Configuration

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Introduction

In general, there are two levels at which the software-engineering process can be adapted or modified:

  • An organization-wide process where process engineers modify, improve or tailor a common process to be used organization-wide. This takes into consideration issues such as the application domain, reuse practices, and core technologies mastered by the company. One organization can have more than one organization-wide process, each adapted to a different type of development. In many cases, the Rational Unified Process (RUP) serves as the organization-wide process.
  • A project-specific process where process engineers take the organization-wide process and further refine it for a given project. This level takes into consideration the size of the project, the reuse of company assets, the initial cycle ("green-field development") versus the evolution cycle, and so on. The project-specific process is what is described in the RUP as a Development Case.

The RUP includes a process engineer toolkit with supporting tools for configuring a process, including example process and project webs.  For details, refer to the Process Engineer Toolkit.

Whether or not you should modify the RUP is discussed in detail in Toolkit: Modifying the Rational Unified Process.

Organization-Wide Process

Configuring, or customizing, the RUP for the organization means that you develop your own organization-wide process product using the RUP as the baseline. This means that you:

Develop Reusable Development Cases (Organization-Wide Process)

Develop reusable development cases that the projects can use as a starting point when developing the project's development case. There can be more than one reusable development case. For example, there can be one reusable development case per type of development.

A reusable development case is a development case with a number of decisions, or suggestions, already made. 

Develop Reusable Templates (Organization-Wide Process)

The templates provided with the RUP are ready-to-use. However, many organizations have their own standards for the layout of documents and reports. In that case, you'll need to change the layout of the templates and the logotype. The following pages describe how to customize the Microsoft® Word™ templates and the Adobe® FrameMaker™ templates:

Develop Reusable Guidelines (Organization-Wide Process)

Develop guidelines for the Environment Artifact Set to be reused by the software-development projects, including: 

Several of these guidelines contain information that can be used by many projects. Programming Guidelines and Manual Styleguide are often so general that once you have them, they can be reused by most projects. 

A good strategy is to develop these guideline artifacts within the scope of one project. Decide after that project whether to reuse the guideline or whether it needs to be modified. The guidelines can be reused by removing project-specific information. 

Build an Organization-Wide Process as a Shell

You can build an organization-wide process product as a "shell" on top of the RUP. Build it as a web site and have hyperlinks to the RUP. See Process Engineer Toolkit. The size of the organization-wide process can range from a few web pages to a fully-featured web site with a search engine, index, and navigation tools, such as a treebrowser.

An organization-specific process

You can choose to use the same tools and techniques to develop the organization-wide process, that were used to develop the RUP. Make sure the "shell" clearly specifies what parts of the RUP the organization will, and won't, use.

For example, an organization-wide process can contain:

  • Development cases, more or less ready-to-use for the projects 
  • Templates tailored to the organization 
  • Examples specific to the organization
  • Guidelines that can be used as-is, without modifications; for example, Programming Guidelines 
  • Other process material; for example, if you have a process for testing that you want to keep, add hyperlinks from the organization-wide process 

An organization can have more than one organization-wide process. For example, if your organization develops software for different application domains, you could have one organization-wide process for each application domain. 

Project-Specific Process

We recommend that every project configures the process, which means that you:

Develop a Development Case for a Project-Specific Process

Develop a Development Case that describes the project's process. The development case references the RUP for details.  Notice that a development case can be very lean and does not have to cover all disciplines. See Activity: Develop Development Case for more information.

 We recommend that the front-end of the Development Case is developed as a minimal set of web pages, and that details provided in the RUP, or in a similar knowledge base, are accessed by reference using hyperlinks.

A Development Case with hyperlinks to the online RUP.

Customize Templates for a Project-Specific Process

Customize the document templates and report templates the project will use. The Microsoft Word and FrameMaker templates are designed for the addition of your company name and logotype. We also expect projects will customize the templates to their specific needs by adding or removing sections. See Activity: Develop Project-Specific Templates and Artifact: Project-Specific Templates for details.

Develop Supporting Guidelines for a Project-Specific Process

Decide which of these guidelines from the Environment Artifact Set should be developed to support the project-specific process, then develop them: 

These guidelines help the project members to get a quick-start and help enforce a common way to describe artifacts. Notice that these guidelines do not have to be completely described documents. A cost-effective method is to develop sample artifacts that can serve as examples of how artifacts should look. For example, a sample use case may serve as the Use-Case Modeling Guidelines. The RUP comes with ready-to-use examples of Programming Guidelines for C++, Ada, and Java

Use the Organization-Wide Process in the Project-Specific Process

Each project develops a development case that will have hyperlinks to the RUP and the organization-wide process.

The Development Case with hyperlinks

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