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Enterprise architecture essentials, Part 3: Design and build your enterprise architecture

Getting your enterprise architecture project under way

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Level: Introductory

Michael J. Welsh (writer@roninwriter.com), Senior Writer, Ronin Writer

11 Sep 2007

Building great IT architecture takes time and planning. By assessing what is already in place, then visualizing what it should be, you can make great enterprise architecture a reality. To achieve your dream architecture, learn what to build, how to build it, and what to build it on in this article.

In this article, learn what to build and how to build it. Let's assume that as the IT architect, you're not lucky enough to work in a clean environment—a place in which you get to build the enterprise IT architecture from scratch. Like most IT architects, you will be building around a current environment in which good intentions stopped short of being perfect. Maybe your enterprise has grown from a small IT staff to a congested data center full of legacy servers. Or perhaps you have to integrate the IT departments of several small companies that your organization has acquired. Now is the time to determine the current resources and fine tune the flow of information.

For IT architects, building and design can seem one of the easiest phases of enterprise architecture. This simplistic view comes from seeing physical results—servers loaded into place, the gentle hum of fans, and the blinking lights. And while this may seem like a good time to get a few new toys for the server room, you have a lot of work ahead. IT architects wear many hats: project manager, leader, diplomat, and content expert. Building a successful enterprise architecture requires collaboration with all areas of the company, and you will have worn each one of these hats by the end of the project.

Building and design: What to build

Consider a warehouse that's changing from a manual "print and select" method to an automated Radio Frequency Identification (RFID) or wireless barcode system. The ordering system shifts from a call center to an IBM® WebSphere® application. While the back-end system will remain an IBM AS/400® platform, many of the warehouse terminals will be replaced with wireless transceivers. So, while the main business of delivering products to customers hasn't changed, the method of collecting and processing orders will. While this project seems straightforward, as an IT architect, you must see the whole picture. It has an obvious impact on the warehouse staff, but it's also a radical shift in business operations.

Skills and competencies

Before making any new plans, you must assess the current environment. Whether you're working in a large multinational corporation or a small family-owned business, the IT landscape may hold several components— pitfalls —that you must identify. But how do you really know what exists unless you do an in-depth assessment?

Start by looking at the physical environment. With the right tools, such as IBM Information Server, you can find most of the physical equipment. Also, don't forget to consider space and location. Are you dealing with one location among multiple sites? How is the network set up? Are you dealing with legacy equipment? Is there enough room to handle growth? Be sure to consider the whole impact that new equipment will have. Electrical, heat, and network resources must be part of any growth equation. Be sure not to overlook network bandwidth, especially when dealing with multisite environments.

Next, assess the various platforms that exist. Here, you may find a mixture of Microsoft® Windows®, Linux®, AS/400, or even legacy platforms such as Microsoft Windows NT® or IBM OS2®. Identify the types of databases the organization has: You may need to move various databases that currently don't share data under the new architecture.

Finally, review the business model and data flow. Understand how data originates, where and how it's processed, and the result. A full review of how the business operates will help improve efficiency, but more important, it will help avoid disruptions when work begins.

Server and network utilization is also important. Some server managers prefer the "one server, one function" method, so a single server runs a single application. It is a logical approach, because in the event of a server failure, only one application is at risk. The downside to this method is that resources may be underused and wasted. The alternative is to load a single server with several applications so that the organization gets the full total cost of ownership (TCO). However, this method increases the possibility of failures, such as network problems or memory leaks, affecting the performance of several applications. Taking the server down for maintenance means disrupting the applications it hosts and can have a wider impact on the business.

Apart from the physical assets currently available, you must also consider the human resources necessary for a successful enterprise architecture. For example, to develop new applications, you must have programmers. Those same applications require support for users. Technicians must be dispatched to address problems that cannot be handled remotely. The human factor is harder to judge, because data is built around two principles: what has worked in the past and what has failed. Okay, that's not really helpful, but short of pulling out a crystal ball or hiring an oracle, the best you can do is keep learning from the past. Stay flexible. Cross-training allows people to assist in congested areas. The existing systems and applications must still be supported as you bring the new architecture online. This process can significantly stretch your human resources to the breaking point.

Tools and techniques

Standards are the level ground upon which everything is built. Having good standards when you begin to build your new IT architecture helps fill in gaps along the way and keeps you from starting over every time changes are required. The use of standards assures consistency throughout the enterprise, which in turn simplifies delivery and hastens support.

Several IT architectural standards are available for you to use. One of the more popular frameworks is The Open Group Architecture Framework (TOGAF). The standards used within that framework are proven from experience.

When choosing standards, remember to consider the organization's industry. Medical, financial, and credit card companies have separate standards that can affect how an IT environment operates. The good news is that most of these industry-specific standards follow common-sense IT practices and are included in TOGAF.

The following list of learning resources will help start your standards quest:

Milestones

Creating milestones in the preplanning stage helps make a clear case for bringing in additional resources:

  • Set the objectives. Create a plan of what should be accomplished and when, and then establish guidelines for how the results should be formatted. Doing so results in a clear goal for everyone involved with the project, so that all know what is expected of them. Build a team to help get the best from their areas.
  • Determine your requirements. You will need hardware, software, and network expertise. Tools that can run autonomously are available through various software vendors or through open source software channels.
  • Establish standards. Understand your standards and stick to them! Choose standards that the team can follow, and look at what the IT department requires from an industry view. Data security, retention, and management will be part of your standards discussion as well as programming conventions.
  • Know what you already have. At the end of each G.I. Joe cartoon from the 1980s was the line, "And knowing is half the battle!" That's true now. Possessing accurate facts of what already exists will help get the most of what is available and will reduce costs.
  • Determine whether outside services will be needed. It may make sense to have an external group perform the audit. Professional auditing groups can do a thorough job of finding all resources and asking the right questions. Outside services can be especially helpful if you don't currently have the proper tools to perform a detailed assessment.
  • Assign roles. Delegate tasks that best suit the team members, and set them loose.
  • Maintain documentation. If you haven't begun creating documentation prior to starting this step, it's time to start. Collect operating procedures, code changes, and help desk procedures. It may be a good time to have team members document what they actually do instead of what they were hired to do.


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Construction techniques: How to build it

Now that you have a complete map of the IT landscape, put it to good use in building your enterprise architecture.

Skills and competencies

With the whole IT picture in hand, map out how the information flows from start to finish. By creating diagrams and descriptions of the data flow, you can see the business flow's weaknesses and strengths. It's true that one picture is worth a thousand words, and diagrams best illustrate single points of failure and other weaknesses when discussing the matter with management.

Knowing the ins and outs of the business model may be the biggest weapon in your arsenal. Request that specialists be brought in to help assess non-IT areas, such as electrical and cooling needs. Your server and applications specialists should be able to give sound advice based on the data you collected. Because IT affects all areas of an organization, your project management skills must be sharp. To make changes, department managers must be advised and able to offer input.

As you build the new architecture, this time presents an ideal opportunity to insert redundancy and increase efficiency. Review disaster recovery options at all levels. For example, if the facility closed because of a natural disaster, could the organization divert production? Consider the use of offsite data centers for redundancy. Many data centers have flexible costs based on services, space, and use.

Because data is so critical to the organization, making decisions about how data is stored and who can access it is imperative. How much data is being processed? How is it physically stored? Consult the hardware assessment to see how much storage is still available and make choices about what additions to make. Discuss the advantages of a storage area network (SAN) over traditional server storage with the server staff. Perhaps it's time to move from several small databases to a robust Structured Query Language (SQL) environment.

Tools and techniques

Whether you need help building an SQL database on a SAN or must learn how to implement the latest hardware changes, IBM has a wealth of knowledge that can help:

Milestones

Simple milestones help keep you on track as you begin to implement a design plan. While you may have your own ideas, as an architect, you need input from your team. The following points will help you get started:

  • Establish milestones. Learn the business inside and out. Set objectives and dates for understanding how departments operate and how they affect the organization as a whole. For example, if Accounting can't function, customers aren't billed and staff members aren't paid.
  • Maintain standards. Keep the standards that have been agreed upon, and see to it that they're enforced.
  • Track your budget and costs. Armed with facts and figures about the existing environment, start estimating the costs to build the new enterprise architecture. Hardware, software, and consulting costs are important, but also remember to include employee hours. Consider overtime and after-hours labor costs, and be sure to include a training budget.
  • Keep vendor listings of software and hardware. It pays to know where you can get the equipment you're looking for as well as price estimates.
  • Bring in outside help, if necessary. Will you need to bring in outside help? Such help could be as simple as techs answering calls during the deployment stage or having developers come in to build the new applications. Now that you understand each person's job and work load, consulting services can fill in gaps.
  • Assign roles. Put your experts to work calling vendors, testing network load, and so on.
  • Document your procedures. Document ideas, even if you aren't 100% certain how you're going to get there. Having the dream on paper can inspire you and your team to think of new solutions. Get quotes and draft a budget. Gather all quotes in one place, and make comparison listings in a spreadsheet to find the best price. Because you're working in a dynamic environment, document any changes that happen after completing the full assessment.


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Choosing platforms: What to build it on

After you have gained an understanding of the data flow and established standards, you now have a plan. It is time to decide which platforms to build upon. Legacy systems may have a role in deciding which platforms you can use and how data will transfer.

Skills and competencies

While it may be easiest to stay with platforms with which staff members are familiar, growth may be worth the effort. For example, changing from a Windows environment to a Linux environment may at first appear to produce an immediate reduction in costs until you factor in the cost of training support staff.

After you and the team have decided on the operating system, choose the application. Whether it's common, store-purchased software, an industry-specialized product, or an application that was written in-house, assess how it will function in the new enterprise architecture. This discussion must occur as you consider platforms, because some programs are platform specific.

Tools and techniques

Standardization of hardware and software helps remove many of the problems that multivendor datacenters have. When problems arise, such as a drive failure, you have only one number to call.

Looking at the human element, consider what impact the changes will bring. Will training need to be provided to programmers and administrators? For example, rewriting a Web application from one language to another may require educational refresher courses for developers. Leaving the Windows realm for Linux may create shortfalls in expert knowledge among the systems administrators. Will new personnel need to be brought on board?

Learning resources

Consider the following resources from IBM:

Milestones

Decisions on which direction your hardware and operating systems may go require input from the team. If you will be changing platforms from existing hardware, you may need to bring in educational services to help the support team feel comfortable in the new setting. Consider these points:

  • Establish milestones. Learn the advantages other technologies can bring to help make the dream a reality. Set dates for vendors to discuss platform options with your team.
  • Communicate with resources. Continue to keep management, staff, users, and vendors informed.
  • Track your budget and costs. Work with vendors to get costs on hardware and software, and start adding up the numbers. Be sure to calculate additional delivery, installation, and maintenance costs.
  • Determine whether outside services are needed. Whether you're going to be integrating several different platforms or you're moving into unfamiliar waters, bringing in expert advice is a good idea.
  • Assign roles. As you prepare to roll out new hardware and software to the proper groups, maintain communication.
  • Document your procedures. Now you know what you have, what you want, and how it will work together. As you move forward, remember to document what you and your team did—especially if you're pursuing your IT Architecture certification.


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Summary

The platform to support your new enterprise must be solid, robust, and able to grow and change. Planning and communication are the mortar that holds the IT foundation together. By knowing what the organization wants and listening to what it needs, you can get the hard work done to help make the rest of the project easier. Careful consideration of how to connect the pieces takes time and knowledge, not only of the technology but also of the organization and the people that will support it. By outlining the new platform and creating a bridge from the existing environment, you can make the change without creating a huge impact on the enterprise. Building a solid foundation to hold your IT infrastructure ensures success.

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About the author

Michael Welsh is a 15-year IT professional specializing in IT security, disaster recovery, and networks. He is also knowledgeable in operating systems, hardware, and many server-side applications such as Microsoft Exchange Server. Michael writes technical articles and documentation for Web sites and businesses.




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IBM, AS/400, DB2, Lotus, OS2, Rational, Tivoli, and WebSphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Microsoft, Windows, and Windows NT are trademarks of Microsoft Corporation in the United States, other countries, or both. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.