CIMOSA: CONCEPTS AND APPLICATION Vijay Ravichandran Masters of Science Graduate Student Submitted in Partial Completion of the Requirements of IEM 5303 Advanced Manufacturing Systems Design FALL’ 99 This paper was developed to assist students in partial fulfillment of course requirements. No warranty of any kind is expressed or implied. Readers of this document bear sole responsibility for verification of its contents and assume any/all liabilty for any/all damage or loss resulting from its use. Table of Contents 1.0 ABSTRACT ........................................................................................................... 1 2.0 INTRODUCTION................................................................................................. 1 3.0 ENTERPRISE INTEGRATION ......................................................................... 2 LEVELS OF INTEGRATION ................................................................................................ 2 4.0 ENTERPRISE MODELING ............................................................................... 3 5.0 CIMOSA OVERVIEW ........................................................................................ 4 6.0 CIMOSA REFERENCE ARCHITECTURE ..................................................... 4 CIMOSA ARCHITECTURAL PRINCIPLES ............................................................................. 5 THE CIMOSA MODELING FRAMEWORK ............................................................................ 5 CIMOSA BUSINESS MODELING CONSTRUCTS ................................................................... 6 7.0 CIMOSA PROCESS BASED ENTERPRISE MODELING ............................ 7 8.0 CIMOSA INTEGRATING INFRASTRUCTURE .......................................... 10 9.0 CIMOSA MODELING AND THE SYSTEM LIFE CYCLE ........................ 11 CIMOSA ENTERPRISE SYSTEM LIFE CYCLE .................................................................... 12 10.0 CIMOSA DOMAINS .......................................................................................... 13 REQUIREMENTS DEFINITION MODELING ........................................................................ 15 DOMAIN ESTABLISHMENT.............................................................................................. 16 11.0 SUMMARY AND CONCLUSION ................................................................... 16 BIBLIOGRAPHY ........................................................................................................... 17 Page i List of Figures FIGURE 1. LEVELS OF INTEGRATION [7] ........................................................................................ 2 FIGURE 2. THE CIMOSA MODELING FRAMEWORK [5]....................................................................... 4 FIGURE 3. CIMOSA BUSINESS MODELING CONSTRUCTS [2] ............................................................... 6 FIGURE 4. DOMAINS WITH INTERACTING DOMAIN PROCESSES [2] .................................................. 7 FIGURE 5. DECOMPOSITION OF A DOMAIN PROCESS [2] ................................................................ 8 FIGURE 6. DOMAIN PROCESSES REPRESENTED AS A NETWORK OF ENTERPRISE ACTIVITIES [2] ............ 8 FIGURE 7. FUNCTIONAL OPERATIONS EXECUTED BY FUNCTIONAL ENTITIES [2] ................................. 9 FIGURE 8. INTEGRATING INFRASTRUCTURE [9] ............................................................................. 10 FIGURE 9. CIMOSA MODELING AND ENTERPRISE SYSTEM LIFE CYCLE [2] ......................................... 11 FIGURE 10. CIMOSA CONCEPT AND APPLICATION [9] .................................................................... 12 FIGURE 11. CIMOSA AND NON-CIMOSA DOMAINS [3] .................................................................... 13 FIGURE 12. DOMAIN PROCESSES [3] ........................................................................................... 14 FIGURE 13. FIRST LEVEL OF DECOMPOSITION – REQUIREMENTS DEFINITION [3] ................................. 15 FIGURE 14. SECOND LEVEL OF DECOMPOSITION – DOMAIN ESTABLISHMENT [3] ................................ 16 Page ii 1.0 ABSTRACT Integrating and managing complex enterprises requires understanding, partitioning and simplification of the complexity. Enterprise modeling supports these requirements by providing means for describing process oriented systems and decomposing them into manageable parts. The paper describes the CIMOSA (Open System Architecture For Computer Integrated Manufacturing) concept, the enterprise modeling solution for identification of available information and its use in the operational processes of the manufacturing enterprise. The CIMOSA Business Modeling Process follows the enterprise system life cycle starting with the requirements definition, followed by design specification and ending with the description of the implemented operational system. In addition to this top-down approach, bottom-up and iterative modeling are supported as well. CIMOSA models may be used not only in decision support for evaluation of alternative solutions in enterprise operations, but also for directly driving operation control and monitoring. Therefore, enterprise modeling is complimented by an Integrating Infrastructure, which supports the execution of enterprise models. KEYWORDS: Enterprise Integration, Enterprise Modeling, Business Process Modeling, System life cycle, CIMOSA, CIM, Open System Architecture 2.0 INTRODUCTION Enterprise modeling is a prerequisite for successful enterprise integration. CIM should provide the industry opportunities to streamline production flows, reduce lead times and increase overall quality while adapting the enterprise fully to market needs. CIMOSA (Open System Architecture For CIM) provides a widely accepted CIM concept with an adequate set of architectural constructs to structure CIM systems. The primary objective of CIMOSA is to provide a framework for analyzing the enterprise requirements and translating them into a system, which enables and integrates the functions that match the requirements. The paper describes the CIMOSA concept, the enterprise modeling Page 1 solution for identification of available information and its use in the operation of a manufacturing enterprise. 3.0 ENTERPRISE INTEGRATION “CIM is the integration of the total manufacturing enterprise through the use of integrated systems and data communications coupled with managerial philosophies that improve organizational and personnel efficiency” [1]. The concept of Enterprise Integration (EI) is a response to the traditional “islands-ofautomation’ view of CIM. EI is much broader than factory automation integration; it is the integration of people, technology, and the business process throughout the enterprise [8]. EI is an ongoing process rather than a one-time effort. The enterprise will evolve over time according to both internal needs and external changes and opportunities. LEVELS OF INTEGRATION FIGURE 1. LEVELS OF INTEGRATION [7] Three levels of integration, physical systems integration, applications integration, and business integration can be identified [7]. Physical Systems Integration is concerned with the interconnection of manufacturing automation and data processing facilities, e.g. between CAD, CAM, PPS, and the manufacturing cells to permit the interchange of information between the so-called ‘islands-of-automation’ [8]. Application Integration is concerned with the control and integration of applications in the data processing sense, Page 2 which means interoperability between applications and users and supply and removal of information through inter and intra system communication. Business Integration is concerned with integrating those functions, which manage, control, and monitor business processes. Functions, which provide supervisory control of the operational process and in-turn, coordinate the day-to-day execution of activities at the application level. Modeling business processes and their interrelations and its use for decision and operational support is key to business integration [7]. EI has to encompass all these levels of integration, with emphasis on Business Integration. Only with a focus on the business needs rather than on application or system needs, can all the different aspects of enterprise operation be identified which have to be considered in the course of modifying and optimizing the operation [7]. 4.0 ENTERPRISE MODELING Modeling means formalizing knowledge in an unambiguous form, making it possible to be exploited by other enterprise agents, human beings, and software applications [8]. A model identifies the different processes in the enterprise, and contains the machines, information, transfer of information, human involvement, and functions that have to be carried out. Enterprise modeling has to fulfill several requirements to achieve effective and efficient enterprise integration [8]: Provide a modeling language easily understood by non-IT professionals, but sufficient for modeling complex industrial environments. Provide a modeling framework which: - Covers the life cycle of enterprise operation from requirements definition to end of life cycle. Enables focus on different aspects of enterprise operation by hiding those parts of the model not relevant for the particular point of view. - Supports re-usability of models or model parts - Allows application of different modeling methodologies to accommodate different modeling needs. Support graceful migration through an evolutionary approach enterprise modeling, coexisting with legacy systems. Page 3 5.0 CIMOSA OVERVIEW CIMOSA (Open System Architecture For CIM) is an ESPIRIT1 supported pre-normative development aimed at process-based enterprise modeling and application of these models in the control and monitoring of enterprise operations [2]. 1 The Reference Architecture supports the description of the enterprise, in all its functions, from the management level to the shop floor level. CIMOSA consists of an Enterprise Modeling Framework and an Integrating Infrastructure. The CIMOSA concept has been evaluated and verified by other ESPIRIT projects, professional societies, independent organizations in many countries, and by AMICE2 member organizations [2]. CIMOSA enterprise models may be used not only in decision support for engineering and evaluating enterprise operation alternatives, but also in model driven operation monitoring and control. 6.0 CIMOSA REFERENCE ARCHITECTURE FIGURE 2. THE CIMOSA MODELING FRAMEWORK [5] The modeling framework shown in figure 2 structures the CIMOSA Reference Architecture into a partial level and a generic level, with each level supporting different views on the particular enterprise model. The concept of views allows working with a 1 European Strategic Programme for Research and Development in Information Technology. 2 European CIM Architecture (in reverse) Page 4 subset of the model, providing especially the business user with a reduced complexity for his particular area of interest [2]. CIMOSA has defined four different modeling views; Function, Information, Resource, and Organization. But, this set of views can be extended [2], [9]. The CIMOSA Reference Architecture supports modeling of the complete life cycle of enterprise operations; Requirements Definition, Design Specification, and Implementation Description. CIMOSA ARCHITECTURAL PRINCIPLES The CIMOSA architectural principles are based on the generalized concept of isolation [7]: Isolation between the User representation and the System representation: which restricts the impact of changes and provides the ability to modify the enterprise behavior in order to cope with organizational changes. Isolation between Control and Functions: which makes it possible to revise the enterprise behavior, in order to meet changing circumstances without altering the installed functionality. Isolation between Functions and Information: to felicitate integration, application portability, inter-operability, and maintainability. THE CIMOSA MODELING FRAMEWORK The CIMOSA modeling framework (CIMOSA cube) is based on [7]: Three Architectural Levels Generic Level Catalogue for basic building blocks Partial Level Library of partial models applicable to particular purposes Particular Model of a particular enterprise built from building blocks and partial Level models. Page 5 Three Modeling Levels Requirements For gathering business requirements Business User Modeling Design For specifying optimized and system-oriented System Modeling representation of the business requirements Designer Implementation For describing a complete CIM system and all its System Modeling implemented components Developer Four Integrated Views Function For describing the expected behavior and functionality of the enterprise View Information For describing the integrated information objects of the enterprise View Resource View For describing the resource objects of the enterprise Organization For describing the organization of the enterprise View CIMOSA BUSINESS MODELING CONSTRUCTS FIGURE 3. CIMOSA BUSINESS MODELING CONSTRUCTS [2] Page 6 Enterprise operation should not be modeled as a large model but rather as a set of cooperating processes. The CIMOSA Reference Architecture allows different users to model different areas of the enterprise but provides the integrity of the overall model [2]. The basic set of common building blocks for business modeling is shown in figure 3. Processes, Events, and Enterprise Activities are the Object classes that describe functionality and behavior (dynamics) of the enterprise operation. Inputs and outputs of Enterprise Activities define the information (Enterprise Object) and resources needed. Organizational aspects are defined in terms of responsibilities and authorization (Organizational Elements) for functionalities, information, resources, and organization. They are structured in Organizational Units or Cells. CIMOSA employs the objectoriented concepts of inheritance, structuring its constructs into a hierarchy of object classes [2], [9]. 7.0 CIMOSA PROCESS BASED ENTERPRISE MODELING FIGURE 4. DOMAINS WITH INTERACTING DOMAIN PROCESSES [2] Three enterprise Domains are shown in figure 4, DM1, DM2, and DM3, each of these domains is represented by its functionality – a set of Domain Processes. Domain processes communicate with each other through Events and Results. Page 7 FIGURE 5. DECOMPOSITION OF A DOMAIN PROCESS [2] The decomposition of the Domain Processes (DP 2.1) via Business Processes leads to the identification of Enterprise Activities, as shown in figure 5. FIGURE 6. DOMAIN PROCESSES REPRESENTED AS A NETWORK OF ENTERPRISE ACTIVITIES [2] The connecting control flow represented by a set of Behavioral Rules, is as shown in figure 6. The network of these activities is the functional and dynamic representation of the Domain process DP 2.1 [2]. Event1 and Event2 trigger the Enterprise Activities EA1 and EA2. Result ‘a’ and Result ‘b’, which relate to the Domain Process DP 2.1, are produced by EA3 and EA5 respectively. Page 8 FIGURE 7. FUNCTIONAL OPERATIONS EXECUTED BY FUNCTIONAL ENTITIES [2] At the systems design level, the Enterprise Activities are further decomposed into Functional Operations, as shown in figure 7 (A). These Functional Operations are defined with relation to their executing resource types, the Functional Entities. Each Functional Operation will be completely executed by one Functional Entity, but a Functional Entity is capable of executing more than one Functional Operation, as shown in figure 7 (B) [9]. Functional Entities are resources, which are capable of receiving, sending, processing, and storing information [9]. Page 9 8.0 CIMOSA INTEGRATING INFRASTRUCTURE FIGURE 8. INTEGRATING INFRASTRUCTURE [9] The Integrating Infrastructure provides a set of generic IT service entities for model engineering and model-driven enterprise operational control and monitoring, especially in heterogeneous environments [2]. The components of the Integrating Infrastructure are as shown in figure 8. Control on execution of the Implementation Description Model is provided by the Business Entity, which receives the Events and creates occurrences of the related Domain Process and all its contents. Process Control, Resource Management, and Activity Control, all part of the Business Entity, analyze the model contents, assign the resources, identify the required information, and connect to the necessary Information Technology Resources and the Manufacturing Resources, through the Common, Information, and Presentation Entities [2], [9]. The Business Entity controls communication through networks (Common Entity), provides access to databases (Information Entity), and communicates with people, machines, and applications (Presentation Entity). The Management Entity provides the necessary system services to configure and manage the Integrating Infrastructure itself [9]. Page 10 9.0 CIMOSA MODELING AND THE SYSTEM LIFE CYCLE CIMOSA explicitly distinguishes between Enterprise Engineering and Enterprise Operation, placing emphasis on the need for Enterprise Engineering as a discipline similar to Product Engineering. Therefore the life cycle phases for Enterprise Engineering should include both model and implementation validation, followed by an explicit release for operation [2]. FIGURE 9. CIMOSA MODELING AND ENTERPRISE SYSTEM LIFE CYCLE [2] The relation between the process of Enterprise Modeling and the different phases of the enterprise system life cycle are shown in figure 9. Starting from the relevant Enterprise Objectives and Constraints, and using the appropriate part of the CIMOSA Reference Architecture, the System Requirements for the part of the operation to be modeled are defined. This results in a Particular Requirements Definition Model, which is then the base for the System Design Specification. System specialists will do the system design Page 11 specification, but CIMOSA will always maintain a translation to the business users constructs to enable him to use and maintain his model [9]. The resulting Particular Design Specification Model and the contained Specified Functional Entities, guide the system implementation phase (System Build and Release). The system design is realized either through reuse of existing resources, or by buying or building new ones. Installation and verification of their operation according to the design specification is a major part of the system implementation phase [2]. Any deviation from the design specification is recorded in the Particular Implementation Description Model. After verification, the formal model is released, prior to system transfer into operation. A formal model release is also defined for any model maintenance reflecting changes of business processes in the course of adaptation of the enterprise operation [9]. CIMOSA ENTERPRISE SYSTEM LIFE CYCLE FIGURE 10. CIMOSA CONCEPT AND APPLICATION [9] The use of CIMOSA in model engineering as well as in operational control and monitoring is summarized in figure 10. Using the CIMOSA Reference Architecture, Particular Enterprise Models are engineered under the control of the Enterprise Page 12 Engineering Implementation Model. The latter will usually be implemented in a CAE Tool, which guides the user through the engineering phases of the CIMOSA System Life Cycle [9]. The released Particular Implementation Model is then used to directly drive the operation through monitor and control of the relevant product life cycle phase, and their business process implementation. The Integrating Infrastructure links to the enterprise resources. This link is required for both model creation as well as for maintenance of the model as up-dates or extensions [9]. 10.0 CIMOSA DOMAINS Enterprise Operation Environment Non-CIMOSA Domain Non-CIMOSA Domain DM2 DM3 Enterprise Management Business Objec. & Cons Released Enterprise Model Enterprise Operation Feedback Knowledge on Business Processes Change Request CIMOSA Domain DM1 Enterprise Modeling Process Enterprise Engineering Environment Process FIGURE 11. CIMOSA AND NON-CIMOSA DOMAINS [3] In this section the CIMOSA Business Modeling Process is represented as a set of Domain Processes (DP) and Enterprise Activities (EA). The use of the CIMOSA Business Modeling Process in the Enterprise Engineering Environment and its relation to the Enterprise Operation Environment is illustrated in figure 11. Defining the Enterprise Enterprise Engineering Environment Modeling Environment as a CIMOSA Domain enables identification of Domain Relationships to the non-CIMOSA Domains in the operational environment. Major information exchanges are indicated as domain inputs and domain outputs. Page 13 Complete DM = Domain DP = Domain Process E = Events DM1-Enterprise Modeling E1 E3x E32,3 E4 E33 E5 DP1 Requirements Definition DP2 Design Specification DP1 Implementation D’ption List of Events E1 = Modeling Request E4 E31 E5 DP1 Model Maintenance Request (Domain E3x = Change Internal) Request (Domain E4 = Complete E32 E6 E7 E2 E2 = Change External) E8 E33 Requirements Definition E5 = Design Specification E6 = Implementation Complete Description E7 = Model Released E8 = Feedback on Change Request (Domain External) FIGURE 12. DOMAIN PROCESSES [3] A set of Domain processes under the Enterprise Modeling Domain (DM1) is shown in figure 12. The internal and external Events indicate the start condition for different Domain Processes and the completion of the resulting models. Change requests arising from the operations during the use of the model lead to model maintenance and modification [3]. In the following sections, the Requirements Definition Modeling Process has been detailed to two levels of decomposition. The decomposition of the other Domain Processes and a detailed description of the CIMOSA Modeling Process will be made available in Ref. [3]. Page 14 REQUIREMENTS DEFINITION MODELING DP1 Requirements Definition BP 1.4 Info. Anal BP 1.7 BP 1.1 BP 1.2 BP 1.3 Domain Behavior Operational Analysis Analysis Establishment BP 1.5 Resr. Anal. Consistency Checking E4 BP 1.6 Org. Anal. E3x E1 FIGURE 13. FIRST LEVEL OF DECOMPOSITION – REQUIREMENTS DEFINITION [3] E3x The first modeling phase of the CIMOSA Business Modeling Process is concerned with defining the requirements for the part of the enterprise to be modeled. The system requirements are expressed in terms of CIMOSA constructs available from the CIMOSA Reference Architecture [3]. The definition of business requirements results in a CIMOSA Requirements Definition Model. This model expresses all the business needs related to function, information, resources, and organization, which are to be implemented in the CIM system of the part of the enterprise under consideration [3]. The first level of decomposition of Domain Process DP1, ‘Requirements Definition Modeling’, is shown in figure 13. The modeling process may either be started by a management request (Event E1), or by a change request (Event E3x) issued by any other modeling domain process. Event E4 indicates the completion of DP1 and the availability of the Requirements Definition Model. Business Process, BP 1.1, defines and establishes the business area to be modeled, (Domain Establishment). The functional contents and its process behavior (dynamics) is analyzed and documented in BP 1.2 and BP 1.3. The results are further analyzed and structured into models of information, resources, and organization in BP1.4, BP 1.5, and BP1.6 respectively. The final task is concerned with the consistency of the Requirements Definition Model, which is controlled by BP1.7. Since the model represents the business functionality and behavior, the supporting modeling tool may provide process animation, supporting consistency checking of the model dynamics [3]. Page 15 DOMAIN ESTABLISHMENT BP 1.1 Domain Establishment EA6 Elaborate EA 1-4 E1 Identify Domain, its E3x Obj/Constr, EA5 Declarative Rules Define EA7 Domain Processes Complete Relationships, Events Template FIGURE 14. SECOND LEVEL OF DECOMPOSITION – DOMAIN ESTABLISHMENT [3] The second level of decomposition of Business Process BP 1.1 is shown in figure 14. The boundaries of a Domain to be modeled are defined by identifying its inputs and outputs. Domain inputs and outputs may be triggering events and/or physical or information objects, all having a distinct origin and destination [3]. Domain objectives and constraints are derived from those defined for the total organization. All parts of the domain description are recorded in the Domain Template. 11.0 SUMMARY AND CONCLUSION Enterprise Integration has not yet become the common industrial goal, nor the specific day-to-day operational tool in the manufacturing industry. Lean enterprises, business reengineering, concurrent engineering, management of change, etc., that are identified as current management concerns, should be viewed as subsets of enterprise integration. This paper has focused on the CIMOSA Business Modeling Process, with emphasis on the close relationship with the phases of the CIMOSA System Life Cycle. With the CIMOSA Business Modeling Process, a particular Requirements Definition Model and a Design Specification Model can be elaborated in a structured way by applying analysis rules and CIMOSA modeling constructs. The development of a particular enterprise model takes place in clearly defined relationships between the modeling process and the System Life Cycle. Standardization efforts on enterprise integration are currently in progress on the ISO level and in various international organizations supporting European and international standardization. Page 16 BIBLIOGRAPHY 1. Nanua Singh, Systems approach To Computer – Integrated Design And Manufacturing, John Wiley And Sons Inc, New York, 1996. 2. K. Kosanke, "CIMOSA – Overview and Status", Computers in Industry, Volume 27 (2), pages 101-109, 1995. 3. K. Kosanke, F. Vernadat, M. Zelm, "CIMOSA: Enterprise Engineering and Integration ", Computers in Industry, Volume 40 (2, 3), pages 83-97, 1999. 4. G. Berio, F. Vernadat, "New Developments in Enterprise Modeling Using CIMOSA", Computers in Industry, Volume 40 (2, 3), pages 99-114, 1999. 5. M. Zelm, F. Vernadat, K. Kosanke, "The CIMOSA Business Modeling Process", Computers in Industry, Volume 27 (2), pages 123-142, 1995. 6. T.J. Williams, P. Bernus, J. Brosvic, D. Chen, L. Nemes, "Architectures for Integrating Manufacturing Activities and Enterprises", Computers in Industry, Volume 24 (2, 3), pages 111-139, 1994. 7. "Introduction To CIMOSA", www.rgcp.com/cimosa.htm, 11-11-99. 8. "Enterprise Modelling", www.rgcp.com/modelling.htm, 11-11-99. 9. "CIMOSA: A Primer Of key concepts, purpose and business value", http://cimosa.cnt.pl/Docs/Primer/primer93.html, 11-11-99. Page 17