Before starting with HOPEX Business Architecture
Defining a Work Context
For more information on managing you work context, see "Enterprises and libraries", page 269.A library and an enterprise are used to represent a unique work context.
In the context of the HOPEX Business Architecture solution, a library can hold all the elements of your project: processes and org-units, for example.
Libraries are collections of objects used to split repository content into several independent parts. They allow creation of virtual partitions of the repository. In particular, two objects owned by different libraries can have the same name.An Enterprise is used to represent a work context.
An enterprise is a purposeful undertaking, an effort conducted by one or more organizations, aiming at delivering goods and services, in accordance with the enterprise mission in its changing environment. In the course of its development, the enterprise must adapt to its environment and establish the transformation objectives and goals to be achieved as well as the strategic action plans used to achieve these objectives. The development and achievement of the different adaptation and transformation stages can lead to a modification of the organization's boundaries. This requires the implementation of an integrated team, under the responsibility of a governing body, to involve the stakeholders in the transformation.Accessing the list of libraries with HOPEX Business Architecture
To access the list of libraries from the Environment navigation pane:
Select Enterprises > Container Tree View.The container tree appears.
Creating a library with HOPEX Business Architecture
To create a library from the Environment navigation pane:
1. Click Enterprises > Container Tree View in the navigation menu.
The container tree is displayed.
2. Right-click the Library folder and select New > Library.
A Library creation dialog box opens.
3. Specify the the name of the library.
4. If appropriate, enter the name of the Owner.
5. Click OK.
The library appears in the tree.
Accessing the list of enterprises with HOPEX Business Architecture
To access the list of enterprises from the Environment navigation pane:
Select Enterprises > Enterprises.The list of enterprises is displayed.
Creating an enterprise with HOPEX Business Architecture
To create an enterprise from the Environment navigation pane:
1. Select Enterprises > Enterprises in the navigation menu.
The list of enterprises is displayed.
2. Click the New button.
An enterprise creation dialog box opens.
3. Specify the name of the enterprise.
4. Click the IT Transformation or Business Transformation or Other check box.
5. Also specify the types of Sub Containers.
6. Click Next.
7. Enter the name of the Work Environment that you want to create and specify its Strategic Planning.
8. Click OK.
The tree for the steps of a Strategic Planning type is created automatically.
9. Click OK.
For more details on the environments, see "Managing an enterprise", page 281.Choosing a Working Environment with HOPEX Business Architecture
To change your working environment, see "Choosing a Work Environment", page 281.Importing an Existing Breakdown of Business capabilities
HOPEX Business ArchitectureUse Excel data exchange wizards to export import and breakdowns of business capabilities.
For more information on managing you work context, see "Exchanging Data with Excel", page 301.Structure of the import/export Excel template of HOPEX Business Architecture
The Excel template of HOPEX Business Architecture allows you to import a breakdown of business capacities and a breakdown of functionalities.
• At the level of business capabilities, the elements are as follows:
• Business Capabilities
.A business capability is a set of features that can be made available by a system (an enterprise or an automated system).• Business capability maps
A business capability map is a set of business capabilities with their dependencies that, together, define a framework for an enterprise stage.• Business capability components, which define the link between a business capability and the business capability map (or business capability) in which it is referenced.
• Business Capability fulfillments, which define the link between a business capability and the application that implements it.
• At the level of functionalities, the elements are as follows:
• Functionalities
A functionality is a service required by an org-unit in order to perform its work. This functionality is generally necessary within an activity in order to execute a specific operation. If it is a software functionality, it can be provided by an application.• Functionality maps
A functionality map is a set of functionalities with their dependencies that, jointly, define the scope of a hardware or software architecture.• Sub-functionalities, which define the link between a functionality and the functionality map (or the functionality) in which it is referenced.
• Functionality fulfillments, which define the link between a functionality and the application that implements it.
• Applications, which here represent the supports for implementing business capabilities or functionalities.
An application is a software component that can be deployed and provides users with a set of functionalities.The information contained in the Excel template delivered with HOPEX Business Architecture is presented as follows:
• One page per element type: Business capability, Business capability map, Functionality, Functionality map, Application, ...
• For each element of Business capability, Business capability map, Functionality, Functionality map or Application type:
• Short Name : name of the object concerned.
• For each element of Business capability component (or Sub-functionality) type:
• Business Capability Building Block (or Owner Functionality Building Block): name of the composite object (business capability map, for example).
• Business Capability Used (or Sub-functionality): Name of the component object.
• For each element of Business Capability fulfillment (or Functionality fulfillment) type:
• Fulfilled Business Capability (or Fulfilled Functionality): name of the implemented business capability (or functionality).
• Realizer Agent (or Fulfilling Enterprise Articfact): name of the application that implements the capability or the functionality.
• Short Name : name of the object associated with the implementation.
Importing the breakdown of business capabilities into an enterprise
For more information on the structure of the Excel template, see Building the import file for HOPEX Business Architecture.Several steps must be followed in order for the Excel import of a business capability breakdown to be performed correctly:
For more information on the structure of the Excel template to be imported, see Building the import file for HOPEX Business Architecture.Specifying the current library
A library and an enterprise are used to represent a unique work context.
Libraries are collections of objects used to split repository content into several independent parts. They allow creation of virtual partitions of the repository. In particular, two objects owned by different libraries can have the same name.In order for the data you import with Excel to be linked to a specific library, you must specify the current library.
To link the imported objects to your enterprise, see Importing the breakdown of business capabilities into an enterprise.To define the current library using the Environment navigation pane:
1. Select Enterprises > Container Tree View.
The container tree appears.
2. Expand the Libraries tree.
3. Right-click the library that interests you to open its pop-up menu and select Set As Default.
The selected library becomes the current library.
Importing the breakdown of business capabilities into the current library
To import objects using the Excel file of HOPEX Business Architecture:
1. Click the Main menu and select Import > Excel (*.xls, *.xlsx).
The import wizard appears in the edit window.
2. At the right of the Excel Import File field, click the Browse button.
3. Select the file to be imported.
For more information on the creation of the Excel file to be imported, see Building the import file for HOPEX Business Architecture.4. Select the Import in the default library check box.
5. Click Next.
The list of sheets in the imported Excel table appears.
If you select a worksheet, the list of imported fields appears in the Worksheet Columns section.
6. Click Next.
The wizard provides a report of import results.
7. To obtain a detailed report of import errors, click the Open Report button.
The .xls (or .xlsx) file opens indicating in color red the problem data.
8. To have the data imported into the current library, click OK.
9. To modify the imported file or the import parameters, click Previous.
10. To discard import, click Cancel.
Importing the breakdown of business capabilities into an enterprise
To use the objects imported via Excel into your enterprise you must import the objects themselves or the library that holds them into your enterprise.
An enterprise is a purposeful undertaking, an effort conducted by one or more organizations, aiming at delivering goods and services, in accordance with the enterprise mission in its changing environment. In the course of its development, the enterprise must adapt to its environment and establish the transformation objectives and goals to be achieved as well as the strategic action plans used to achieve these objectives. The development and achievement of the different adaptation and transformation stages can lead to a modification of the organization's boundaries. This requires the implementation of an integrated team, under the responsibility of a governing body, to involve the stakeholders in the transformation.For more details on use of external objects in an enterprise, see "Defining the Scope of a Container", page 270.For example, to import library into an enterprise with HOPEX Business Architecture:
1. Open the Import property page of your enterprise.
2. In the Container Import section, click the Connect button.
A connection dialog box opens.
3. Select the library that you want to import and click Connect.
The library appears in the section and the objects it holds are also held by the enterprise.
To check the import of business capacities, you can access the breakdown report for business capacities.
Building the import file for HOPEX Business Architecture
For more information on the structure of the Excel template, see Structure of the import/export Excel template of HOPEX Business Architecture.If you want to export business capability maps or functionality maps that exist in another repository than your current one, for example, you can use the Excel template of HOPEX Business Architecture.
For more details on exporting data, see Exporting business capabilities.When the Excel file is filled with the names of the objects you want to import, you must complete the necessary information for import into HOPEX Business Architecture.
For more details on additional information, see Completing the import file for HOPEX Business Architecture.Exporting business capabilities
To access the settings of the data export wizard from HOPEX Business Architecture to an Excel file:
1. Check that your export options are correct. See "Checking the Excel import/export options", page 303.
2. Click the Main menu and select Export > Excel (*.xls, *.xlsx).
The export wizard appears in the edit window.
3. Select From a template.
4. Click Next.
5. In the filed Predefined Template File select Business Capabilities Template.
6. Click Next.
An export window appears to select the objects to be exported according to their type.
7. In the Excel Worksheets section, select the type of object you want to export and, in the Objects to be exported section, click Add objects to list.
8. From the query window, select the objects you wish to export.
9. When you have selected all the objects you want to export, click Next.
10. Click Open the Export file to view the export file.
The file opens in an xlsx table. You can save it if you wish.
11. To modify export parameters, click Previous.
12. To discard export, click Cancel.
13. Click OK to finish.
The generated xlsx file is in the format expected for later import.
Completing the import file for HOPEX Business Architecture
For your import file to be correct, you must have specified the following elements:
• For each element of Business capability, Business capability map, Functionality, Functionality map or Application type, you must enter the name of each object:
• For each breakdown (Business Capability Composition or Functionality Composition Excel sheet), you must indicate:
• the name of the composite object in the Business Capability Building Block (or Owner Functionality Building Block) column.
Name of a business capability map for example.
• the name of the composing object in the Business Capability Used (or Sub-functionality) column.
Name of a business capability for example.
• To specify that an application implements a business capability, for example, you must indicate in the Business Capability Fulfillment sheet:
• the name of the business capability implemented in the Fulfilled Business Capability column.
• the name of the application concerned in the Realizer Agent column.
• the name you want to give to the object that represents the implementation in the Short Name column.
• To specify that a functionality is associated with a business capability, you must indicate in the Expected Functionality Excel sheet:
• the name of the business capability in the Business Capability column,
• the name of the functionality concerned in the Functionality column.
The first two lines of each Excel worksheet are reserved for file configuration; ensure that the first two lines of the imported file remain identical to those obtained after an export.•
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