OpenEAI Integration Analysis Template

The OpenEAI Integration Analysis Template

 

Keeping a revision history: the OpenEAI project strongly recommends that you use a versioning system such as CVS, Subversion, or something similar to track changes to analysis artifacts, and that you clearly indicate the current revision of artifacts within them.  For example, see the revision information in header on each page of this document.

 

Application Name:

XXXXXXXXXXXX

Module Name (if appropriate):

XXXXXXXXXXXX

Phase (if appropriate):

XXXXXXXXXXXX

Integration Timeframe:

XXXXXXXXXXXX

Target Template Completion Date:

XXXXXXXXXXXX

Template Owner Name:

XXXXXXXXXXXX

Total Work Estimate:

XXXXXXXXXXXX

Resources Named in Template:

XXXXXXXXXXXX

 

XXXXXXXXXXXX

 

XXXXXXXXXXXX

 

XXXXXXXXXXXX

Location of Detailed Project Plan:

XXXXXXXXXXXX

Template Change Reviewers:

XXXXXXXXXXXX

 

XXXXXXXXXXXX

 

XXXXXXXXXXXX

 

Template Status:                     Step 1           Step 2           Step 3           Step 4   

                                                Step 5           Step 6           Step 7           Step 8   

                                                Step 9           Step 10         Step 11         Step 12 

                                                Step 13         Step 14         Step 15         Step 16 

                                               

 


 

Overview 

The integration analysis and design process consists of the following steps.  Steps 1 and 2 are optional, however, if they are performed they should be completed prior to the integration design meetings with EAI staff.  (Steps 1 and 2 are useful to encourage subject matter experts to gather references and resources prior to starting work with integration analysts.  Sometimes, in large projects, EAI analysts are a potential bottleneck and there is work that subject matter experts can do prior to involving them.  However, in other cases the subject matter area experts are the scarce resource and Step 3 collaboration among integration analysts and subject matter experts should begin immediately, so the integration analysts can help decide what source and target system reference materials are required.)

 

Step 1: Describe Existing Integrations - Describe and define present application interfaces for the application named in this template.  This information will be used to help define enterprise data objects for use in messages when design teams meet with integration staff.  It is recommended that this section be completed prior to integration design meetings with integration staff.

 

Step 2: Describe Data Involved in Proposed Integrations - Define the data for which the application named in this template is authoritative.  That is, which data in this application will other applications need.  Also describe which data this application will need for which other applications are authoritative.  This information will also be used to help define enterprise data objects for use in message when design teams meet with integration staff.  It is recommended that this section be completed prior to integration design meetings with integration staff.

 

Step 3: Describe the Flow of Data in the Proposed Integrations - Define (at a high level) the flow of data between the application named in this template and other applications to support the interfaces defined in steps 1 and 2. This section should be completed during the integration design phase with integration staff.

 

Step 4: List Existing and New Enterprise Data Objects Required for the Integrations - List existing enterprise data objects that will be reused and new enterprise data objects that will be defined to support application interfaces for the application named in this template.  This section should be completed during the integration design phase with integration staff.

 

Step 5: Name the Messages that will be used to Implement the Integrations - Name the messages that use the enterprise data objects to implement the integration flows. This section should be completed during the integration design phase with integration staff.

 

Step 6: Name the Existing and New Messaging Applications Required - Name the existing messaging applications that will be used or define the new messaging applications that must be implemented to produce, consume, transform, and route the messages listed in step 5.  This section should be completed during the integration design phase with integration staff.

 

Step 7: Provide Technical Stories for the Primary Application - For the primary application named in this template, list the messages it must produce and consume and provide detailed stories describing the prescribed production and consumption logic.  The owner of the application, who is also responsible for implementing message production and consumption, should prepare the detailed stories.  This section should be completed during the integration design phase with integration staff.

 

Step 8: Provide Technical Stories for the other Applications Named in the Template - For each remaining application listed in step 7, list the new messages each application must produce and consume and provide brief stories describing the prescribed production and consumption logic. This section should be completed during the integration design phase with integration staff.

 

Step 9: Summarize all Outstanding Questions, Issues, and Action Items - Record all questions, issues and action items during the analysis and design sessions.

 

Step 10: Perform Work Estimation and Scheduling - Identify resources and estimate work for each aspect of the project enumerated in the template and prepare a detailed project plan.

 

Step 11: Functional Approval of Analysis, Scope, and Scheduling - Functional team members must signoff to indicate completion of the analysis, design, and planning.

 

Step 12: Initiate Template Change Control Processes - Identify the integration change reviewers and begin the process of convening them to review every subsequent change to the template.  These reviews should answer the following questions and ensure the appropriate follow-up actions are taken:

 

-         Does the change impact the scope or timeline established for the integration?

-         Does the change impact the overall design of the integration?

-         Has the impact been properly reflected in the project plan and timeline?

-         Do all approvers who initially approve this template also approve of this change?

 

Step 13: Provide Testing Specifications - Develop detailed testing specifications for the integration.  This will usually consist of one or more OpenEAI Test Suites and some functional application use cases that can be used to certify the functionality of the integration.  Typically, test specifications will also include a load testing strategy for the integration, which may again use OpenEAI test suites or involve testing the integration in a production-like environment.  Finally, some production readiness test procedures should be specified.  This testing can be performed in production after the integration is deployed to verify that it is properly deployed.  The procedures can be reused whenever changes are made to the production deployment of this integration.  Usually, production readiness testing is implemented with an OpenEAI test suite or application use-case scenarios that can be automated using monitoring or testing tools.

 

Step 14: Develop and Test Integrations - Develop the required message support for the gateways and applications using the technical stories and test specifications provided in the template.  Most development processes are iterative, so changes in stories and requirements should be documented and trigger the template change control process.  In this step, tests are often expanded and improved as a concrete picture of the integration functionality emerges.

 

Step 15: Prepare Implementation and Rollout Plan - Prepare a deployment diagram that visually depicts the deployment and complete an implementation rollout plan enumerating the steps required to implement the new integration in production.

 

Step 16: Implement in Production - Execute the rollout plan and production readiness testing.

 

The next sections of the document describe the details required for the steps listed above.


Step 1: Describe Existing Integrations.5

Step 2: Describe Data Involved in Proposed Integrations.8

Step 3: Describe the Flow of Data in the Proposed Integrations.10

Step 4: List Existing and New Enterprise Data Objects Required for the Integrations.11

Step 5: Name the Messages that Will Be Used to Implement the Integrations.12

Step 6: Name the Existing and New Messaging Applications Required.13

Step 7: Provide Technical Stories for the Primary Application.14

Step 8: Provide Technical Stories for the other Applications Named in the Template.17

Step 9: Summarize all Outstanding Questions, Issues, and Action Items.18

Step 10: Perform Work Estimation and Scheduling.19

Step 11: Functional Approval of Analysis, Scope, and Scheduling.20

Step 12: Initiate Template Change Control Processes.21

Step 13: Provide Testing Specifications.23

Step 14: Develop and Test Integrations.24

Step 15: Prepare Implementation and Rollout Plan.24

Step 16: Implement in Production.24

The GNU Free Documentation License.25


 

Step 1: Describe Existing Integrations

 

Describe and define present application interfaces for the application named in this template.  This information will be used to help define enterprise data objects for use in messages when design teams meet with integration staff.  This section should be completed prior to integration design meetings with integration staff.

 

What data does this application store and operate on that it does not create itself?  Typically, this data is usually acquired by the application through batch extracts and feeds, remote procedure calls, or data replication.  For example, a payroll history database and an employee change of status application may both maintain and in some cases update employee job data.  This data is kept synchronized with the payroll system by scheduled batch feeds from the payroll system to these applications.  Changes made to this data in these applications are updated in the payroll system through scheduled batch feeds from these applications back to the payroll system.  Another way to ask this question is: What business events occur in other applications that the current application must know about and what business events occur in this application that other applications must know about?

 

1.1. Describe the current business processes that the primary application named in the template supports, how data is presently acquired, the timeline in the case that some of these existing integrations are being phased out, and the current flow of data between applications.  This should be a high-level description in plain English prose not to exceed one page of text.  No charts or diagrams should be provided.

 

Description: XXXXXXXXX

 

 

Timeline: XXXXXXXX

 

 

Flow: XXXXXXXXX

 


 

1.2. List current application interfaces for the primary application named in the template that synchronizes data changes made in other applications to the primary application named in this template.

 

 [For each application, provide the name, description, source data structure, target data structure and how the source data is used to update the target. Use the structure below for the first application and repeat for other applications. If not applicable indicate above by N/A.]

 

List of interfaces: XXXXXXXX, XXXXXXXX

 

1.2.1. Source application details:

 

Source Application Name:XXXXXXXX
Source Application Description:XXXXXXXX (Brief description)
Source Data Structure:
(repeat for each table or
filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name:    XXXXXXXX
Source Field NameField typeWidthNullableComments
Example TAPPOINTMENT.APPT_REF_NBRCHAR1NOThe appointment reference number in the employee change of status application
     
     

 

 

1.2.2. Target application details:

 

Target Application Name:This is the application named in the template
Target Application Description:Description already given for the Application named in the template.
Target Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name:    XXXXXXXX
Target Field NameField typeWidthNullableComments
Example APPOINTMENT-REF-NUM-60VARCHAR60NOThe appointment reference number in the payroll system
     
     

 

 

 


 

1.3. List the interfaces that take data changes from the primary application named in the template to other existing applications.

 

 [For each application, provide the name, description, source data structure, target data structure and how the source data is used to update the target. Use the structure below for the first application and repeat for other applications. If not applicable indicate above by N/A.]

 

List of interfaces: XXXXXXXX, XXXXXXXX

 

1.3.1. Source application details:

 

Source Application Name:This is the application named in the template
Source Application Description:Description already given for the Application named in the template.
Source Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name:    XXXXXXXX
Source Field NameField typeWidthNullableComments
Example LAST-NAME-10CHAR23NOThe last name of a person in the payroll system
     
     

 

 

1.3.2. Target application details:

 

Target Application Name:XXXXXXXX
Target Application Description:XXXXXXXX (Brief description)
Target Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name:    XXXXXXXX
Target Field NameField typeWidthNullableComments
Example TPERSON.LAST_NAMEVARCHAR30NOThe last name of a person in the employee change of status system
     
     
     


 

Step 2: Describe Data Involved in Proposed Integrations

Describe and define the data that may be involved in interfaces with the application named in this template.  This information will also be used to help define enterprise data objects for use in message when design teams meet with integration staff. This section should be completed prior to integration design meetings with integration staff.

 

2.1. Describe the proposed business processes that the application named in the template will supports, how data will be acquired, the timeline and the proposed flow of data between applications.  This should be a high-level description in plain English prose not to exceed one page of text.  No charts or diagrams should be provided.

 

Description: XXXXXXXXX

 

 

Timeline: XXXXXXXX

 

 

Flow: XXXXXXXXX

 

2.2. What data will this application require from other authoritative sources? 

 

[Provide the name, description, authoritative source data structure, target data structure, and how the data will be used to update the application named in the template. Use the structure below for each authoritative source table and Target table and repeat as needed. If not applicable indicate above by N/A.]

           

2.2.1. Module details:

 

Source Application Name:(name of the other authoritative system)
Source Application Description:(Briefly describe the authoritative source module or business function involved in this interface.)
Source Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXX
Table Name: XXXXXXXX
 
Source Field NameField typeWidthNullableComments
Example GENDERVARCHAR1YESThe gender code stored by the authoritative source related to a person's gender
     
     

 

 

2.2.2. Target application details:

 

Target Application Name:This is the application named in the template
Target Application Description:Description already given for the application named in the template
Target Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name:    XXXXXXXX
Target Field NameField typeWidthNullableComments
Example LEGACY_GENDERCHAR1NOGender code stored by the legacy system
     
     

 

2.3. For what data will this application be the authoritative source? 

 

[Provide the name, description, and how the inputs will used to update the application named in the template. Use the structure below for each source data structure. If not applicable indicate above by N/A.]

                         

2.3.1. Source application details:

 

Source Application Name:(This is the application named in the template)
Source Application Description:(Description already given for the Application named in the template.)
Source Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXXXXX
Table Name: XXXXXXXX
File Name: XXXXXXXX
Source Field NameField typeWidthNullableComments
Example LAST-NAME-10CHAR23NOThe last name of a person in the legacy system
     
     

 

 

2.3.2. Target module details:

 

Target Application Name:Other system that requires data from our legacy system
Target Application Description:(Briefly describe the module involved in this interface.)
Target Data Structure:
(repeat for each table or filename related to this interface)
Database Name: XXXXX
Table Name: XXXXXXXX
 
Target Field NameField typeWidthNullableComments
Example LAST_NAMEVARCHAR60NOThe last name of a person in the target system
       
     

 

 

 


 

 

Step 3: Describe the Flow of Data in the Proposed Integrations

 

Define (at a high level) the flow of messages between the application named in this template and other applications to support the interfaces defined in steps 1 and 2. This section should be completed during the integration design phase with integration staff.

 

3.1. Application 1: Payroll System (Example)

 

1.      As basic person and basic employee information changes the Payroll System, the Payroll System publishes synchronization messages to keep the ERP and Identity Service up-to-date.

2.      ...

 

 

3.2. Application 2: Identity Service (Example)

 

1.      The Identity Service must handle incoming ID number query and generate requests and send the appropriate replies.

2.      The Identity Service must handle incoming basic person and basic employee synchronization messages and apply any changes to the Identity Service database to keep its data current.

3.      ...

 

 

3.3. Application 3: ERP (Example)

 

1.      The ERP must consume basic person and basic employee synchronization messages from the legacy Payroll system to keep its data current.

2.      ...

 


 

Step 4: List Existing and NewEnterprise Data Objects Required for the Integrations

 

List existing enterprise data objects that will be reused and new enterprise data objects that will be defined to support application interfaces for the application named in this template.  This section should be completed during the integration design phase with integration staff.

 
 

XML's Naming Convention:

? - Optional (0 or 1)

* - Optional (0 or more)

+ - At least 1 or more

 

Example:

             <!ELEMENT ParentElement (ChildElementOne, ChildElementTwo?, ChildElementThree*, ChildElementFour+)>

             <!ATTLIST ParentElement

                            parentAttributeOne CDATA #REQUIRED

                            parentAttributeTwo CDATA #IMPLIED

             >

All attribute names begin with lowercase. All element names begin with uppercase. In this example, ChildElementOne is required, ChildElementTwo is either "null" or has a single value, ChildElementThree is either "null" or can have one or more values, and ChildElementFour cannot be null but must have one or more values. Attribute parentAttributeOne must be provided in the XML message, whereas parentAttributeTwo is optional.

 

Object Hierarchy Naming Convention:

The following naming conventions are equivalent:

 

ParentObject / ChildObjectParentObject
        ChildObject
ParentObject.ChildObject
ParentObject @ parentAttributeParentObject
        parentAttribute
ParentObject.parentAttribute

 
 

[Existing enterprise data objects are found in the Segments.dtd files.]  These are available as part of the integration documentation at:

 

[location to the Segment file(s)]

 

4.1 Existing enterprise data objects that will be reused or modified.  This section should include the current definition of the enterprise objects as they appear in the enterprise message repository at the time the analysis was performed and any proposed changes. 

 

[List the enterprise objects to be reused or state 'None' if no objects are available.]

 

1.      LightweightPerson (Example)

2.      UnknownPerson (Example)

 

4.2 New enterprise data objects proposed.  This section should include the proposed name and structure of the new data objects.

 

FileNameProposed Definition
SegmentsInstitutionalIdentity<!ELEMENT InstitutionalIdentity (InstitutionalId, UnknownPerson)>

 


 

Step 5: Name the Messages that Will Be Used to Implement the Integrations

 

Name the existing and proposed messages that use the enterprise data objects to implement the integration flows. This section should be completed during the integration design phase with integration staff.

 

            5.1. Existing Messages

[List existing messages to be used in this interface or indicate that none are available for use.]

 

1.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Generate-Request (Example)

2.   org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Delete-Request 

       (Example)

 

            5.2. Proposed Messages

[List proposed messages to be used in this interface or indicate that none are proposed for this interface.]

 

1.   com.sct.Person.BasicPerson.Create-Sync (Example)

2.      com.sct.Person.BasicPerson.Delete-Sync (Example)

3.   com.sct.Person.BasicPerson.Update-Sync (Example)


 

           

Step 6: Name the Existing and New Messaging Applications Required

 

Name the existing messaging applications that will be used or define the new messaging applications that must be implemented to produce, consume, transform, and route the messages listed in step 5. This section should be completed during the integration design phase with integration staff.

 

 

            6.1. Existing Messaging Components

[List existing components to be used in this interface or indicate that none are available for use]

                       

NameTypeStatusResponsible Unit
(Example) Identity ServiceGatewayImplementedUnit responsible for supporting this service (both the data and the implementation)
    

 

 

            6.2. New Messaging Components

           

NameTypeStatusResponsible Unit
(Example) Payroll systemgatewayplannedUnit responsible for supporting this service (both data and the implementation)
(Example) ERP GatewaygatewayIn development 
    
    

 

 

6.3. Other interface Components

           

NameTypeStatusResponsible Unit
(Example) Payroll extractapplicationplanned 
    
    
    

 


 

Step 7: Provide Technical Stories for the Primary Application

 

For the messaging component(s) of the application named in this template, list the messages that component must produce and consume and provide detailed stories describing the prescribed production and consumption logic.  The owner of the application who is also responsible for implementing message production and consumption should prepare the detailed stories.  This section should be completed during the integration design phase with integration staff.

 

7.1. Messages

            Messages to produce

1.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Query-Request (Example)

2.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Generate-Request (Example)

 

Messages to consume

3.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Provide-Reply (Example)

4.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Create-Sync (Example)

 

 

7.2. Message Production Logic

[Describe the message production logic, the XML format for each message and mapping to source data that the application or gateway must produce.]

           

(Example) The legacy payroll system gateway must send InstitutionalIdentity.Query-Request and InstitutionalIdentity.Generate-Request messages to determine if each new employee is already known by the identity service and to generate a new identity for each new employee who is not already known by the identity service.  This gateway must also publish BasicPerson and BasicEmployee synchronization messages as person and employee information changes.  This process will occur whenever the legacy payroll system gateway is provided with new payroll data.  Presently, new payroll files are produced nightly. 

 

1.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Query-Request  (provide DTD link| Sample message link)

 

Data Area Element values:

(Example) UnknownPerson element  (provide Segments link)

The UnknownPerson/SocialSecurityNumber element value is taken from the Payroll SSN-10 field.

 

EnterpriseObject Element / AttributeSource Database Table
Example Paymaster Table
Source Database Field and transformations
Example Paymaster Field
UnknownPerson   
SocialSecurityNumberPaymasterSSN-10
This must be numeric |
Name/FirstNamePaymasterFIRST-NAME-10
Convert to mixed case

 

 

Implementation resources:

 

Work estimate in hours:

 

2.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Generate-Request  (provide DTD link| Sample message link)

 

Data Area Element values:

 

EnterpriseObject Element / AttributeSource Database TableSource Database Field and transformations  
   

 

Implementation resources:

 

Work estimate in hours:

 

 

7.3. Message Consumption Logic

[Describe the message consumption logic, the XML format for each message and mapping to target data that the application or gateway must consume.] (Example) The Payroll gateway will consume messages in response to each of the messages it produces and sends to other messaging components. The messages it must consume are:

 

3.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Provide-Reply  (provide DTD link| Sample message link)

(Example) The payroll gateway will expect this reply message from the Identity Service gateway in Response to an org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity.Query-Request message.

 

Data Area Element values:

 

EnterpriseObject Element / AttributeTarget Database TableTarget Database Field and transformations  
   
   

 

Implementation resources:

 

Work estimate in hours:

 

4.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Create-Sync 

 

                  Data Area Element values:

 

EnterpriseObject Element / AttributeTarget Database TableTarget Database Field and transformations  
   
   

 

Implementation resources:

 

Work estimate in hours


 

 

Step 8: Provide Technical Stories for the other Applications Named in the Template

 

For each remaining messaging component listed in step 6, list the new messages that component must produce and consume and provide brief stories describing the prescribed production and consumption logic. This section should be completed during the integration design phase with integration staff.

 

8.1. Messaging Component 1: ERP Gateway (Example)

 

            8.1.1. Messages

 

1.      com.sct.Person.BasicPerson.Create-Sync (Example)

2.      com.sct.Person.BasicPerson.Delete-Sync (Example)

3.      com.sct.Person.BasicPerson.Update-Sync (Example)

 

8.1.2. Brief Story

 

(Example) The ERP Gateway must consume the BasicPerson and BasicEmployee synchronization messages.

 

 

8.2. Messaging Component 2: Identity Service (Example)

 

            8.2.1. Messages

 

1.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Query-Request (Example)

2.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Generate-Request (Example)

3.      org.any-openeai-enterprise.CoreApplication.InstitutionalIdentity-Provide-Reply (Example)

 

8.2.2 Brief Story

 

(Example) The Identity Service must field incoming InstitutionalIdentity query request and provide replies.  It must also .....

 

 

 


 

 

Step 9: Summarize all Outstanding Questions, Issues, and Action Items

 

Record all questions, issues and action items during the analysis and design sessions. Status will be indicated only when it is "closed".

 

#Question / Issues /ActionsWho?ResolutionDate ResolvedStatus
1     
2     
3     
4     
5     
6     
7     
8     
9     
10     

 


 

           

Step 10: Perform Work Estimation and Scheduling

 

Review work estimates provided with each story and messaging application.  Sequence implementation work into a detailed project plan using your preferred project management tools.

 

10.1 List New Messaging Applications to Develop and Summary Work Estimates

 

Messaging ApplicationResourcesTotal Hours
(Example) Payroll System Gateway
  1. Chris Analyst, analysis and test suite development (24 hours)
  2. Suzy Developer, BasicPerson message support (12 hours)
  3. Joe Developer, BasicEmployee message support (12 hours)
  4. Q.A. Masters, Test Suite Review and Certification (24 hours)
72
   

 

 

10.2 List New Message Support to Add to Existing Messaging Applications and Summary Work Estimates

 

Messaging ApplicationResourcesTotal Hours
(Example) Identity Service
  1. Chris Analyst, analysis and test suite development (36 hours)
  2. Suzy Developer, InstitutionalIdentity synchronization message support (20 hours)
  3. Q.A. Masters, Test Suite Review and Certification (24 hours)
80
   

 

 

10.3 Detailed Work Plan

 

Location of detailed implementation project plan: [provide link to location here]

 

 


 

Step 11: Functional Approval of Analysis, Scope, and Scheduling

 

Functional team members must give approval to indicate completion of the analysis and design. An e-mail stating approval may be copied and pasted here instead of a signature on paper.

 

While many may consider this a pedantic step, experience teaches that this level of explicit approval is often required to support a strict scope management and change control process.

 

Project RoleTeam member  nameSignatureApproval Date
    
    
    
    

 

 

Step 12: Initiate Template Change Control Processes

 

Application name:Payroll System Gateway (example)
Requestor name(s):xxxx xxxxxxx
Priority:XXXX   (Low, Medium, High. Please give details in later section for priority) 
Change Request Number:1

(starts at 1 and increments by 1 for each application change request)
Brief change request description: xxxxxxxxx 

 

Process for change requests: The EAI template should be completed during the period allocated to do the analysis and design work.  Any changes subsequent to approval and acceptance of the template should follow the change request process.  The change requests will be submitted by the requesting team to the EAI project manager who will forward the request to management for approval.

 

All items in this template must be filled out completely otherwise it may delay processing.  For items that are not relevant to the change being requested please indicate that by typing in "Not Applicable".

 

The change requests must be packaged each week and delivered to the EAI project manager by Thursday noon. The review will be generally completed by the following Tuesday. {*}

12.1 New requirements information:* Please fill out the story and the details for the new functionality or services the gateway or application must support. This section must also be completed if there are new tables or fields in the requirements with or without any new functionality or services being requested.

 

Provide story here

 

12.2 Reference section in the existing EAI template which is impacted by the new request:

 

[Provide template section numbers or messages that are impacted by the new requirements]

 

12.3 Impact on other known integrations:

 

[example: Same change required in IdentityService template]

 

12.4 Describe priority (LOW, MEDIUM, HIGH): 

 

[Describe the reasons behind the priority assessment in story format. If this requires a faster turnaround describe why and what dependencies it may share with other tasks]

 

12.5 New source system table and fields, if applicable:

 

[List the table and fields]

 

 

 12.6 New target system table and fields, if applicable:

 

 [List the table and fields]

 

12.7 New transformation requirements, if applicable:

 

 

{*}Source table or file:*XXXXXX
{*}Target table or file:*XXXXXX
Source fieldTarget fieldTransformation and reformatting rulesMessage object
Example Last-Name-10Last_NameNoneBasicPerson/Name/LastName
    

 

 

12.8 Message Object changes: [Enumerate message object definition changes.]

 

12.9 Work impact:

 

[Describe the anticipated impact on the project plan and timeline.]

 

12.10 Approval:

 

Management will sign and send documents back to the EAI team and the requestor. Approval implies acceptance of the change in timeline.

Approval Request date:mm-dd-yyyy   
Project RoleNameSignatureSignature dateStatus
(Approved or Denied)
Project director    
Project manager    
Project manager    
Project manager    

 

 

 

Step 13: Provide Testing Specifications

 

 

13.1 Test Stories

 

For every messaging application and gateway listed in this template, provide a brief description of how it will be tested for functional, performance, and production readiness certification.

 

(Example)  Payroll System Gateway

 

Functional testing of the payroll system gateway will be accomplished by preparing an OpenEAI test suite to test the gateway's ability to handle BasicPerson and BasicEmployee query, create, update, and delete request messages as well as its ability to publish the corresponding synchronization messages.  The goal of this test suite is to cover all actions on both BasicPerson and BasicEmployee objects using an appropriately diverse set of data.

 

Performance testing of the payroll system gateway will be accomplished by preparing an OpenEAI test suite with multiple series that can be run concurrently from one or more deployments of the test suite application to simulate the peak anticipated production load of concurrent requests.  This suite will be used to test a deployment of the payroll system gateway to determine if the performance of deployment will handle the anticipated peak load.  Additionally performance tests of web applications that send request messages to this gateway will be conducted independently of the gateway testing.

 

A self-contained production readiness OpenEAI test suite will be prepared that creates, queries for, updates, and deletes several bogus users and employees using realistic data.  This test suite will be executed to certify the deployment in both non-production and production environments.

 

13.2 Links to Testing Artifacts Listed in the Test Stories and Preparation Status

 

Testing Artifact DescriptionLocationPreparation Status
(Example)  Payroll System Gateway Functional Test SuiteCVS Repository Project/TestSuites
PayrollSystemGateway.TestSuite1.xml
100%
(Example)  Payroll System Gateway Performance Test SuiteCVS Repository Project/TestSuites
PayrollSystemGateway.TestSuite2.xml
70%
   
   

 


 

 

Step 14: Develop and Test Integrations

 

At this point, development tasks for each messaging application and service should be enumerated in the integration project plan or master project plan.  Developers and quality assurance staff should be developing and testing applications and gateways and reporting status on their assigned tasks.

 

A summary of tasks and their status could be maintained here in the integration template, but it is strongly encouraged to maintain this information and refer to it in a master project plan.

 

Step 15: Prepare Implementation and Rollout Plan

           

A rollout plan differs from the overall project plan in that it provides clear, step by step instructions for deployment and production readiness testing activities.  This plan should be completed prior to production implementation and executed in a non-production environment as a practice or "dress rehearsal" run.

 

Step 16: Implement in Production

 

At this stage, production implementation should be anti-climactic.  Execute the rollout plan, which should include production readiness testing, and celebrate.

 

 


 

 

The GNU Free Documentation License     |     GNU Free Documentation License

 

        Version 1.1, March 2000

 Copyright (C) 2000  Free Software Foundation, Inc.
     59 Temple Place, Suite 330, Boston, MA  02111-1307  USA
 Everyone is permitted to copy and distribute verbatim copies
 of this license document, but changing it is not allowed.


0. PREAMBLE

The purpose of this License is to make a manual, textbook, or other
written document "free" in the sense of freedom: to assure everyone
the effective freedom to copy and redistribute it, with or without
modifying it, either commercially or noncommercially.  Secondarily,
this License preserves for the author and publisher a way to get
credit for their work, while not being considered responsible for
modifications made by others.

This License is a kind of "copyleft", which means that derivative
works of the document must themselves be free in the same sense.  It
complements the GNU General Public License, which is a copyleft
license designed for free software.

We have designed this License in order to use it for manuals for free
software, because free software needs free documentation: a free
program should come with manuals providing the same freedoms that the
software does.  But this License is not limited to software manuals;
it can be used for any textual work, regardless of subject matter or
whether it is published as a printed book.  We recommend this License
principally for works whose purpose is instruction or reference.


1. APPLICABILITY AND DEFINITIONS

This License applies to any manual or other work that contains a
notice placed by the copyright holder saying it can be distributed
under the terms of this License.  The "Document", below, refers to any
such manual or work.  Any member of the public is a licensee, and is
addressed as "you".

A "Modified Version" of the Document means any work containing the
Document or a portion of it, either copied verbatim, or with
modifications and/or translated into another language.

A "Secondary Section" is a named appendix or a front-matter section of
the Document that deals exclusively with the relationship of the
publishers or authors of the Document to the Document's overall subject
(or to related matters) and contains nothing that could fall directly
within that overall subject.  (For example, if the Document is in part a
textbook of mathematics, a Secondary Section may not explain any
mathematics.)  The relationship could be a matter of historical
connection with the subject or with related matters, or of legal,
commercial, philosophical, ethical or political position regarding
them.

The "Invariant Sections" are certain Secondary Sections whose titles
are designated, as being those of Invariant Sections, in the notice
that says that the Document is released under this License.

The "Cover Texts" are certain short passages of text that are listed,
as Front-Cover Texts or Back-Cover Texts, in the notice that says that
the Document is released under this License.

A "Transparent" copy of the Document means a machine-readable copy,
represented in a format whose specification is available to the
general public, whose contents can be viewed and edited directly and
straightforwardly with generic text editors or (for images composed of
pixels) generic paint programs or (for drawings) some widely available
drawing editor, and that is suitable for input to text formatters or
for automatic translation to a variety of formats suitable for input
to text formatters.  A copy made in an otherwise Transparent file
format whose markup has been designed to thwart or discourage
subsequent modification by readers is not Transparent.  A copy that is
not "Transparent" is called "Opaque".

Examples of suitable formats for Transparent copies include plain
ASCII without markup, Texinfo input format, LaTeX input format, SGML
or XML using a publicly available DTD, and standard-conforming simple
HTML designed for human modification.  Opaque formats include
PostScript, PDF, proprietary formats that can be read and edited only
by proprietary word processors, SGML or XML for which the DTD and/or
processing tools are not generally available, and the
machine-generated HTML produced by some word processors for output
purposes only.

The "Title Page" means, for a printed book, the title page itself,
plus such following pages as are needed to hold, legibly, the material
this License requires to appear in the title page.  For works in
formats which do not have any title page as such, "Title Page" means
the text near the most prominent appearance of the work's title,
preceding the beginning of the body of the text.


2. VERBATIM COPYING

You may copy and distribute the Document in any medium, either
commercially or noncommercially, provided that this License, the
copyright notices, and the license notice saying this License applies
to the Document are reproduced in all copies, and that you add no other
conditions whatsoever to those of this License.  You may not use
technical measures to obstruct or control the reading or further
copying of the copies you make or distribute.  However, you may accept
compensation in exchange for copies.  If you distribute a large enough
number of copies you must also follow the conditions in section 3.

You may also lend copies, under the same conditions stated above, and
you may publicly display copies.


3. COPYING IN QUANTITY

If you publish printed copies of the Document numbering more than 100,
and the Document's license notice requires Cover Texts, you must enclose
the copies in covers that carry, clearly and legibly, all these Cover
Texts: Front-Cover Texts on the front cover, and Back-Cover Texts on
the back cover.  Both covers must also clearly and legibly identify
you as the publisher of these copies.  The front cover must present
the full title with all words of the title equally prominent and
visible.  You may add other material on the covers in addition.
Copying with changes limited to the covers, as long as they preserve
the title of the Document and satisfy these conditions, can be treated
as verbatim copying in other respects.

If the required texts for either cover are too voluminous to fit
legibly, you should put the first ones listed (as many as fit
reasonably) on the actual cover, and continue the rest onto adjacent
pages.

If you publish or distribute Opaque copies of the Document numbering
more than 100, you must either include a machine-readable Transparent
copy along with each Opaque copy, or state in or with each Opaque copy
a publicly-accessible computer-network location containing a complete
Transparent copy of the Document, free of added material, which the
general network-using public has access to download anonymously at no
charge using public-standard network protocols.  If you use the latter
option, you must take reasonably prudent steps, when you begin
distribution of Opaque copies in quantity, to ensure that this
Transparent copy will remain thus accessible at the stated location
until at least one year after the last time you distribute an Opaque
copy (directly or through your agents or retailers) of that edition to
the public.

It is requested, but not required, that you contact the authors of the
Document well before redistributing any large number of copies, to give
them a chance to provide you with an updated version of the Document.


4. MODIFICATIONS

You may copy and distribute a Modified Version of the Document under
the conditions of sections 2 and 3 above, provided that you release
the Modified Version under precisely this License, with the Modified
Version filling the role of the Document, thus licensing distribution
and modification of the Modified Version to whoever possesses a copy
of it.  In addition, you must do these things in the Modified Version:

A. Use in the Title Page (and on the covers, if any) a title distinct
   from that of the Document, and from those of previous versions
   (which should, if there were any, be listed in the History section
   of the Document).  You may use the same title as a previous version
   if the original publisher of that version gives permission.
B. List on the Title Page, as authors, one or more persons or entities
   responsible for authorship of the modifications in the Modified
   Version, together with at least five of the principal authors of the
   Document (all of its principal authors, if it has less than five).
C. State on the Title page the name of the publisher of the
   Modified Version, as the publisher.
D. Preserve all the copyright notices of the Document.
E. Add an appropriate copyright notice for your modifications
   adjacent to the other copyright notices.
F. Include, immediately after the copyright notices, a license notice
   giving the public permission to use the Modified Version under the
   terms of this License, in the form shown in the Addendum below.
G. Preserve in that license notice the full lists of Invariant Sections
   and required Cover Texts given in the Document's license notice.
H. Include an unaltered copy of this License.
I. Preserve the section entitled "History", and its title, and add to
   it an item stating at least the title, year, new authors, and
   publisher of the Modified Version as given on the Title Page.  If
   there is no section entitled "History" in the Document, create one
   stating the title, year, authors, and publisher of the Document as
   given on its Title Page, then add an item describing the Modified
   Version as stated in the previous sentence.
J. Preserve the network location, if any, given in the Document for
   public access to a Transparent copy of the Document, and likewise
   the network locations given in the Document for previous versions
   it was based on.  These may be placed in the "History" section.
   You may omit a network location for a work that was published at
   least four years before the Document itself, or if the original
   publisher of the version it refers to gives permission.
K. In any section entitled "Acknowledgements" or "Dedications",
   preserve the section's title, and preserve in the section all the
   substance and tone of each of the contributor acknowledgements
   and/or dedications given therein.
L. Preserve all the Invariant Sections of the Document,
   unaltered in their text and in their titles.  Section numbers
   or the equivalent are not considered part of the section titles.
M. Delete any section entitled "Endorsements".  Such a section
   may not be included in the Modified Version.
N. Do not retitle any existing section as "Endorsements"
   or to conflict in title with any Invariant Section.

If the Modified Version includes new front-matter sections or
appendices that qualify as Secondary Sections and contain no material
copied from the Document, you may at your option designate some or all
of these sections as invariant.  To do this, add their titles to the
list of Invariant Sections in the Modified Version's license notice.
These titles must be distinct from any other section titles.

You may add a section entitled "Endorsements", provided it contains
nothing but endorsements of your Modified Version by various
parties--for example, statements of peer review or that the text has
been approved by an organization as the authoritative definition of a
standard.

You may add a passage of up to five words as a Front-Cover Text, and a
passage of up to 25 words as a Back-Cover Text, to the end of the list
of Cover Texts in the Modified Version.  Only one passage of
Front-Cover Text and one of Back-Cover Text may be added by (or
through arrangements made by) any one entity.  If the Document already
includes a cover text for the same cover, previously added by you or
by arrangement made by the same entity you are acting on behalf of,
you may not add another; but you may replace the old one, on explicit
permission from the previous publisher that added the old one.

The author(s) and publisher(s) of the Document do not by this License
give permission to use their names for publicity for or to assert or
imply endorsement of any Modified Version.


5. COMBINING DOCUMENTS

You may combine the Document with other documents released under this
License, under the terms defined in section 4 above for modified
versions, provided that you include in the combination all of the
Invariant Sections of all of the original documents, unmodified, and
list them all as Invariant Sections of your combined work in its
license notice.

The combined work need only contain one copy of this License, and
multiple identical Invariant Sections may be replaced with a single
copy.  If there are multiple Invariant Sections with the same name but
different contents, make the title of each such section unique by
adding at the end of it, in parentheses, the name of the original
author or publisher of that section if known, or else a unique number.
Make the same adjustment to the section titles in the list of
Invariant Sections in the license notice of the combined work.

In the combination, you must combine any sections entitled "History"
in the various original documents, forming one section entitled
"History"; likewise combine any sections entitled "Acknowledgements",
and any sections entitled "Dedications".  You must delete all sections
entitled "Endorsements."


6. COLLECTIONS OF DOCUMENTS

You may make a collection consisting of the Document and other documents
released under this License, and replace the individual copies of this
License in the various documents with a single copy that is included in
the collection, provided that you follow the rules of this License for
verbatim copying of each of the documents in all other respects.

You may extract a single document from such a collection, and distribute
it individually under this License, provided you insert a copy of this
License into the extracted document, and follow this License in all
other respects regarding verbatim copying of that document.


7. AGGREGATION WITH INDEPENDENT WORKS

A compilation of the Document or its derivatives with other separate
and independent documents or works, in or on a volume of a storage or
distribution medium, does not as a whole count as a Modified Version
of the Document, provided no compilation copyright is claimed for the
compilation.  Such a compilation is called an "aggregate", and this
License does not apply to the other self-contained works thus compiled
with the Document, on account of their being thus compiled, if they
are not themselves derivative works of the Document.

If the Cover Text requirement of section 3 is applicable to these
copies of the Document, then if the Document is less than one quarter
of the entire aggregate, the Document's Cover Texts may be placed on
covers that surround only the Document within the aggregate.
Otherwise they must appear on covers around the whole aggregate.


8. TRANSLATION

Translation is considered a kind of modification, so you may
distribute translations of the Document under the terms of section 4.
Replacing Invariant Sections with translations requires special
permission from their copyright holders, but you may include
translations of some or all Invariant Sections in addition to the
original versions of these Invariant Sections.  You may include a
translation of this License provided that you also include the
original English version of this License.  In case of a disagreement
between the translation and the original English version of this
License, the original English version will prevail.


9. TERMINATION

You may not copy, modify, sublicense, or distribute the Document except
as expressly provided for under this License.  Any other attempt to
copy, modify, sublicense or distribute the Document is void, and will
automatically terminate your rights under this License.  However,
parties who have received copies, or rights, from you under this
License will not have their licenses terminated so long as such
parties remain in full compliance.


10. FUTURE REVISIONS OF THIS LICENSE

The Free Software Foundation may publish new, revised versions
of the GNU Free Documentation License from time to time.  Such new
versions will be similar in spirit to the present version, but may
differ in detail to address new problems or concerns.  See
[http://www.gnu.org/copyleft/.
]
Each version of the License is given a distinguishing version number.
If the Document specifies that a particular numbered version of this
License "or any later version" applies to it, you have the option of
following the terms and conditions either of that specified version or
of any later version that has been published (not as a draft) by the
Free Software Foundation.  If the Document does not specify a version
number of this License, you may choose any version ever published (not
as a draft) by the Free Software Foundation. |