IBM Rational Software

Transcription

1 IBM Rational Software Development Conference 2008 Effective Governance and Lifecycle Management of SAP Delivery Denis Mink IBM Rational WW GSI Team 2007 IBM Corporation

2 Rational and The Complex Enterprise EXEC15 2

3 An intense focus on business outcome Align IT and business goals enabling greater business flexibility Manage value and mitigate risks by improving project management Control costs & improve global operational efficiencies (GDD) Ensure regulatory compliance in a Ensure changing regulatory global environment compliance in a changing global environment Consume & integrate value in organizationally diverse environments EXEC15 3

4 Customers are maturing their approach to software delivery Portfolio management Process management F O C U S Team productivity via change, quality & release management Cross organizational process & project management with an emphasis on collaboration and asset utilization Managing value & risk with continuous portfolio and lifecycle management aligned with business imperatives Project Management Design & construction Resource availability Software Supply Chains Governance S C O P E Individual Team Organization Business EXEC15 4

5 Software Delivery Challenges with Packaged Applications Customers are taking an increasingly holistic approach to managing the lifecycle of purchased & in-house application projects Requirements Management Governance / ALM Automation Project Management Asset Management Industry Process Modeling Performance & Workload Testing SOA Lifecycle Functional Testing In-house / Legacy Purchased Applications Security Vulnerability Testing Out sourced projects Compliance Management Global projects Architecture Management Change & Release Management A consistent, integrated Application Lifecycle Management capability spanning complex application environments EXEC15 5

6 Customer & Partner Pain Points Compliance (e.g. SOX) Project management work item management, knowing what is being delivered in this project segment Quality Management Functional & performance testing Security Test Management EAI non-package integrations Multiple instances Rolling out global templates Varying business processes based on incountry regulations Controlling change The devil is in the details though. Solutions to pain points have to be relevant to SAP Enterprise Portal, Oracle Financials, etc. and the specific versions of the package and it s repositories. EXEC15 6

7 IBM Rational software capabilities for SAP Reduce the cost of deployment and improve quality of SAP applications being deployed in SOA and globally distributed environments Improve integrity by managing and integrating SAP requirements across distributed, heterogeneous environments Provide governance and application lifecycle management solutions that span in-house and packaged applications projects A consistent, integrated Application Lifecycle Management capability spanning complex application environments EXEC15 7

8 Typical Packaged Delivery Lifecycle Business Analysts work to define AS IS and TO BE business processes Gaps are identified and documented Development works with Business Analysts to identify RICEF customizations needed to close the gaps Project manager creates work items based on RICEFs that trace back to the gaps & business requirements Developers perform customizations based on work items assigned on package and non-package systems Changes are delivered through the package s transport environment for testing Tests are executed against the package instance and traced to associated work items and requirements Business Analyst Project Management Development & Test Testing (Global SI) EXEC15 8

9 The Rational Solution EXEC15 9

10 IBM Rational Extensions for SAP Applications Integrated Requirements Management Across Projects Manage and integrate SAP assets, processes and requirements across mixed appl delivery environments Manage business rules, scope, requirements and gaps with consistently across SAP and non-sap projects Improve results by optimizing resources and meeting stakeholder needs EXEC15 10

11 IBM Rational Requirements Management for SAP New SAP templates to manage & integrate requirements for SAP projects Capture and manage SAP business requirements to analyze gaps, coverage and change impact Requirements management aligned with SAP delivery project terminology Enables a holistic view across enterprise projects Rich requirements authoring environment and governance to manage business goals, rules, dependencies and priorities Web 2.0 interface to foster collaborative development among distributed teams Integration with IBM Rational ClearQuest allows traceability of requirements implementation activities through the development lifecycle EXEC15 11

12 Business Process Requirements Stakeholder requests are captured and processed using ClearQuest Request lifecycle prevents scope creep Dependant fields classify request by business process for easier processing Forms provide consistency of information Requirements are derived for only for approved requests CQ-RP integration ties requirements back to originating requests Document templates are provided to elaborate each requirement type Templates can be easily changed to accommodate existing standards EXEC15 12

13 SAP Requirement Gaps Requirement Gaps are derived from the business requirements Requirement type can distinguish between configuration and customization changes Document template details the affected configuration or RICEF areas Traceability views show the relationship between requirements GAP Analysis identifies missing requirements or traceability Impact Analysis shows the dependencies between requirements and development activities EXEC15 13

14 Requirements and Quality Management The ClearQuest and ReqPro integration supports requirements-driven testing Business Requirements drive Test Plans Requirement Gaps drive Test Cases Relationships can be examined in ClearQuest or RequisitePro Requirements also flow into ClearQuest work items Project Deliverables Development Tasks EXEC15 14

15 IBM Rational Extensions for SAP Applications Integrated Requirements Management Across Projects Accelerate Change & Upgrades with integrity Manage and integrate SAP assets, processes and requirements across mixed application delivery environments Manage business rules, scope, requirements and gaps with consistently across SAP and non-sap projects Better control the creation and management of change requests for SAP and/or non-sap projects Provides a holistic view of change priorities, status & resources across interdependent projects Manage compliance against governance mandates Improve results by optimizing resources and meeting stakeholder needs Better prioritize business critical changes and ensure optimal resource utilization EXEC15 15

16 IBM Rational Change Management for SAP New SAP templates to manage change requests & work activity Provides a set of best practice templates to facilitate governance of SAP implementation activities including enhancement requests, project deliverables, change requests and known defects Link change requests to the SAP Change and Transport system (SAP CTS) extending Rational ClearQuest control to the development and promotion of SAP changes across the test and pre-production environments SAP schemas can be extended and customized with electronic signature and audit trail capabilities to automate regulatory and/or internal record keeping requirements Integrates with eclipse based test management system to automate testing activities including test planning, test execution and test reporting EXEC15 16

17 Single Integrated View to Manage SAP Software Delivery Best Practices: structured SAP templates based on known best practices Capturing Business Requirements including Vision, Business requirements, and rules Identify & documenting requirements gaps Mapping requirements with goals Analyze & validate SAP delivery gaps Control: Consolidated, real-time view of project status across enterprise systems involving SAP & non-sap software Visibility: Traceable, auditable relationships between development, test & project artifacts Manages test planning, test results, quality metrics, and defects Central repository w/ integrated version control Comprehensive metrics dashboards & query capabilities to track progress EXEC15 17

18 Project Deliverables and Change Requests Requirements visibility extends into the SAP work items The ClearQuest Deliverables record can track RICEF designs or any other type of SAP work deliverable The SAP_CR record links requirements and deliverables to implementation tasks Parent-child relationships can manage complex tasks Deliverables RICEF Designs SAP Change Requests The SAP-CTS record extends ClearQuest visibility and control into changes in the SAP system Test activities can begin upon delivery of a set of changes ClearQuest Lifecycle Control EXEC15 18

19 Integration Rational and SAP Lifecycle Control ClearQuest CTS Workflow Submitted Released Approved Imported SAP-CTS SAP-CTS SAP-CTS SAP-CTS SAP-CTS CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task CTS Task 1. Create TP 2. Sync. TP 3. Release TP 4. Trigger Import TP Transport + Task Task Task Transport Task Task Task Import queue Import queue SAP Change and Transport System EXEC15 19

20 IBM Rational Extensions for SAP Applications Integrated Requirements Management Across Projects Accelerate Change & Upgrades with integrity Improve Quality Management Effectiveness Manage and integrate SAP assets, processes and requirements across mixed distributed environments Manage business rules, scope, requirements and gaps with consistently across SAP and non-sap projects Better control the creation and management of change requests for SAP and/or non-sap projects Provides a holistic view of change priorities, status & resources across interdependent projects Manage compliance against governance mandates Create, execute and analyze functional and regression tests to validate the quality of SAP apps Ensure performance and scalability with SAP optimization Improve business integrity by enhancing the security and compliance of SAP environments Improve results by optimizing resources and meeting stakeholder needs Better prioritize business critical changes and ensure optimal resource utilization Catch quality and security vulnerabilities earlier to lower costs and improve deployment success EXEC15 20

21 IBM Rational Functional Testing in SAP deployments Test SAP customizations before they go live SAP certified solution for SAP R/3 and SAP NetWeaver applications (BC-TEST-GUI 6.40) Integrates with the SAP NetWeaver platform to exchange critical data with instances of the SAP Business Suite family of applications. Minimize test maintenance with scripts resilient to application changes Wizard enhanced automation to speed test creation for the new user Powerful scripting language and IDE integration for the professional tester provides a consistent, integrated environment for functional and performance testing Supports team oriented parallel development EXEC15 21

22 IBM Rational Performance Testing for SAP Maximize the performance and scalability of business-critical applications SAP Recorder Enables users to easily capture all SAP transactions using SAPGUI Provides full visibility into all SAP activities SAP Protocol Browser Enables users to easily read and edit tests Shows a screenshot of SAP screen being tested and highlights the individual objects that are acted upon SAP Performance Reports Enables users to quickly pinpoint bottlenecks Reports on slow pages, server health, screen throughput and response times for all pages throughout the entire test EXEC15 22

23 IBM Rational SOA Testing for SAP Easily test SOA service or composed business applications involving SAP Rational Tester for SOA Quality Validate web services and component functionality that your NetWeaver applications depend Automate BPEL workflow testing Generates web services test clients Functional test Rational Performance Tester Extension for SOA Quality Scalability and performance testing for GUI-less services Optimize BPEL workflow performance Identify bottlenecks in service integration Performance schedule EXEC15 23

24 IBM Rational AppScan - SAP Security Tests Identify & remediate application & web security vulnerability before they materialize 7 New SAP security tests now available optimized for SAP specific vulnerabilities Automated security testing detects and helps remediate security issues before and after SAP applications go live Protect sensitive customer, employee and business data that is managed in SAP integrated applications, SOA services or web portals Defend against the high cost of attack Media, brand and shareholder damage FTC fines and penalties Audits, lawsuits Improve business integrity by ensuring SAP backbone applications are free of security vulnerabilities EXEC15 24

25 IBM Rational Policy Tester & AppScan Ensure applications are compliant to regulatory, industry and internal standards Conduct tests for privacy of web exposed SAP applications to regulatory mandates such as HIPPA, COPPA and Safe Harbor Ensure SAP applications are accessible to those with disabilities and meet compliance with Section 508, ADA, and other disability rights laws Ensure SAP compliance to a wide array of industry regulations such as the financial services OCC, SEC, and PCI Automate regulatory compliance reporting 40+ out-of-the-box compliance reports to help meet regulatory reporting requirements Dashboard reporting for executives & business lines Detailed fix recommendations for IT organizations EXEC15 25

26 IBM Rational Extensions for SAP Applications Integrated Requirements Management Across Projects Accelerate Change & Upgrades with integrity Improve Quality Management Effectiveness Manage and integrate SAP assets, processes and requirements across mixed distributed environments Manage business rules, scope, requirements and gaps with consistently across SAP and non-sap projects Better control the creation and management of change requests for SAP and/or non-sap projects Provides a holistic view of change priorities, status & resources across interdependent projects Manage compliance against governance mandates Create, execute and analyze functional and regression tests to validate the quality of SAP apps Ensure performance and scalability with SAP optimization Improve business integrity by enhancing the security and compliance of SAP environments Improve results by optimizing resources and meeting stakeholder needs Better prioritize business critical changes and ensure optimal resource utilization Catch quality and security vulnerabilities earlier to lower costs and improve deployment success An IBM roadmap for delivering a continuing evolution of holistic software lifecycle management capabilities involving SAP and other packaged applications EXEC15 26

27 QUESTIONS EXEC15 27

28 THANK YOU Learn more at: IBM Rational software IBM Rational Software Delivery Platform Process and portfolio management Change and release management Quality management Architecture management Rational trial downloads Leading Innovation Web site developerworks Rational IBM Rational TV IBM Rational Business Partners Copyright IBM Corporation All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, the ondemand business logo, Rational, the Rational 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. EXEC15 28

29 IBM Rational SAP Support Roadmap A preview of what SAP enhancements to expect A comprehensive approach to managing the delivery of SAP using proven processes and driving integration across applications and enterprises. Over time... Change & release management more deeply integrated in SAP NetWeaver and SAP Solution Manager Requirements schema aligned with SAP Business Process Hierarchy Test framework generation based on SAP transactions and SAP Business Process Hierarchy Metadata mining of SAP ERP app schemas Asset management integration with SAP Business and Services Repositories Integrated business and SOA modeling solution for SAP business analysts & architects MDD-based generation of SAP NetWeaver SOA services and IBM middleware Process best practice plug-ins for RMC And much more to come! Note: product plans are subject to change without prior notice EXEC15 29

30 SAP Implementation = Project Management Lifecycle We learned that many of the international companies noted for their creativity in product development also have a robust process for developing products. Apparently, it doesn t matter whether you are making cellophane tape, shampoo, or subsea valves, the product development cycle can be viewed the same. Laura Folse, Former E&P Technology VP No matter what the change is, everyone should follow a unified change and release process. Using IBM Rational ClearQuest (ClearQuest) & IBM Rational RequisitePro (RequisitePro) has assisted by enabling more effect standardized control in risks, issues, change requests, defects, requirements... EXEC15 30

31 Product Management Practices Identify sharing opportunities Leverage processes and systems already developed by others Learn from past experience both good and bad Standard practices / similar solutions: Risks Change Requests Standard practices / diverse solutions: Requirements Defects EXEC15 31

32 Queries / Reports Queries and reports are the most important feature within the tool. Queries can retrieve records based on any number of factors Online analysis Export results Public Queries is an effective way to provide pre-defined queries / reports used by all organizations: Simple and Most Useful All Records Submitted by Me Open Records Assigned to Me Management Metrics All Records Assigned to Team All Records Assigned to SAP Implementation Open Records Metric for a given period Aged Open Records - used by management to gauge project progress EXEC15 32

33 Audit Trail The Audit Trail functionality captures who changed what and when for each record. Who changed it. When it was changed. The action and state. What fields were changed including its old value, and its new value. Useful feature as it satisfies SOX, CMMi... compliance standards. Quality Assurance feature as we are able to track: Change Requests jumping from one Target Release to another SIR Types changing, for example change from a Risks to an Issues EXEC15 33

34 Continuous Improvement Just like any other software implementation, ClearQuest and RequisitePro implementations must adhere to standard practices. Enhance the tool to increase productivity. Validate change requests against the processes in place. Perform impact assessments. Governance Board Testing, Testing, Testing Unit Testing System / Regression Testing Performance Testing Security Penetration Test Functional Training Process Training EXEC15 34

35 Business Driven Solutions separating business process from packages & multiple middleware Example process: Sales order management Customer creates sales order Credit check Allocate inventory Ship order Send Invoice Collect funds and mark as paid Application Neutral Process Mgt Dynamic cross-referencing, etc Compensating transactions, etc. ESB End-to-End Monitoring Business & Systems Oracle Solutions Portal Fusion SAP ESA SAP SRM SAP EP SAP XI/PI Other Packages & Services i2 SSA Legacy (CICS, etc.) Data W/H, Stores Oracle DB Siebel, PSoft, etc. SAP BW SUS, etc. Services EXEC15 35

36 The ClearQuest Integration Record Types SAP-CTS and SAP-System record types SAP_CR 1:n <<stateless>> SAP-CTS System: Reference Request: String Description: String Category: String Owner: String Client: String Status: String TargetSystem: String Log: String Objects: String[] Tasks: Reference n:1 <<stateless>> SAP-System Name: String Client: String User: String Password: String Language: String AppServer: String SAPRouter: String Destination: String SystemNumber: String 1:n Tasks EXEC15 36

37 Assigning Objects to the SAP Transport Similar to how UCM assigns changes to an activity, all SAP changes are assigned to transports and tasks The transports can be used to deploy the changes through the SAP landscape The screenshot shows transaction SE38 ABAP Workbench, associating a task to a change in ABAP code EXEC15 37

38 Mapping objects between CTS and ClearQuest SAP Change and Transport System ClearQuest ALM/CTS Schema Change Request SAP Transport Task Object History SAP-CTS SAP CTS Objects Import Import EXEC15 38

39 Mapping objects between CTS and ClearQuest SAP transports and all associated tasks are reflected in the ClearQuest SAP-CTS record Synchronization can be triggered on demand or by a scheduled background task Screenshot shows transaction SE01 Transport Organizer EXEC15 39