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Author Topic: Where did "instance" go?  (Read 361166 times)

Ian Mitchell

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Re: Where did "instance" go?
« Reply #45 on: October 25, 2019, 07:50:17 pm »
I'm very much enjoying this thread - always good when a simple product question grows up, eats all its greens, and becomes fully formed philosophy!
But back down in the mud, I saw a great gadget the other day from some very clever Swiss (German?) guys who had a ServiceNow plugin which interrogated a physical network, found what devices exist, what they contain and how they are connected, and pushed it into EA.
Their idea was to then make these undoubtedly physical 'things' into instances of types from a conceptual architecture. Partly to validate that architecture, and also to help with impact assessments. Oh, and their architecture assumed Archimate. (That's how clever they were).
So is what they are proposing :
- good Archimate?
- useful
- possible in EA15 ?

Ian Mitchell, Designer, eaDocX


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Rhys Lewis 2

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Re: Where did "instance" go?
« Reply #46 on: October 29, 2019, 07:00:44 am »
Do you remember the name of the tool or the company?  It doesn't appear on the 3rd party list:  https://sparxsystems.com/products/3rdparty.html

qwerty

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Re: Where did "instance" go?
« Reply #47 on: October 29, 2019, 09:51:00 am »
ServiceNow is some SAP spawn (IIRC). Just google for the name.

q.

Glassboy

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Re: Where did "instance" go?
« Reply #48 on: October 29, 2019, 12:07:16 pm »
ServiceNow is some SAP spawn (IIRC). Just google for the name.

Nothing to do with SAP.  It's an American SaaS platform.

Paolo F Cantoni

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What is a Classifier anyway?
« Reply #49 on: October 30, 2019, 03:13:16 pm »
I originally was going to post this in Modesto's topic: Multiple projects sharing/working on a common baseline

But it seems more pertinent to this topic.  In that topic, I asked Modesto: "Am I correct in understanding that for your context, you are dealing with the relationships between specific systems, actors, processes etc.  Thus, leaving aside whether or not ArchiMate is "the greatest thing since sliced bread", you are dealing with ArchiMatey things, in an ArchiMatey way,  rather than UMLy things in a "UMLy" way?  Reiterating that you're looking to model the reality your business user encounter and not the software development paradigm they use to interact with it.  I know you've more (rather than less) said so  ;)  but I've put a slightly different slant on what you said, and I want to know if you're happy with that."  So for the purposes of this topic, I'm going to assume we're "dealing with ArchiMatey things, in an ArchiMatey way".

In UML, "A classifier is a category of elements that have some common features, such as attributes or methods".  Further, "A classifier describes a set of instances that have common behavioural and structural features (operations and attributes, respectively)". And... "A classifier is a type and can own generalizations, thereby making it possible to define generalization relationships to other classifiers."  NOTE: How the definitions do NOT say that the Classifier is, itself, an Element.  They DO say that it is a categorisation mechanism. 

As an aside, we use the term Classification in the Linnaean sense "Screw, Whitworth, 3/4 inch"  In any specific dimension, an item can have, at most, one classification.  Classifications can be "deep".  We use the term Categorisation to mean a shallower, grouping mechanism: animals with multiple stomachs, humans between the ages of 13 and 20  etc.  Unlike Classifications, Categorisations can overlap.  So, for us, the concept that a "Classifier provides categorisation" is somewhat self-contradictory! ;)

So, let's investigate an ontology with specializations.  Vehicle::Motor Vehicle::Motor Car::BMW::BMW X1:BMW X1 with VIN# 12345
In normal usage, we might say that the "BMW X1 with VIN# 12345" specific instance of a BMW X1 (since we can specifically identify the item). We can also say: THE BMW X1 with VIN# 12345 IS a BMW X1 which IS a BMW, which IS a Motor Car which IS a Motor Vehicle which IS a Vehicle.    Notice I'm not (directly) saying BMW IS A TYPE OF Motor Vehicle.

In a colloquial discussion, we often use "type of" when we mean an "instance of" (and vice versa).  This only serves to confuse and conflate things.

In ArchiMate, much of the items that we deal with are specific instances, the Business Process "XYZ", the Actor "Fred", the Business Role "Bank Manager".  In these cases, is the classifier "Business Process", "Actor" and "Business Role" respectively?  If not, then what is the classifier?  Do ArchiMate items have classifiers anyway?  Searching the ArchiMate 3.0 specification for Classifier yields NO results!

Thoughts?
Paolo
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Eve

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Re: Where did "instance" go?
« Reply #50 on: October 30, 2019, 05:16:43 pm »
ArchiMate uses the words generic and specific for effectively the same concept. Unfortunately, they also appear in too many other contexts to be a useful search term.

Quote
Business actors may be specific individuals or organizations; e.g., “John Smith” or “ABC Corporation”, or they may be generic; e.g., “Customer” or “Supplier”.
Quote
The name of a product is usually the name which is used in the communication with customers, or possibly a more generic noun (e.g., “travel insurance”).

From my reading of the spec, if you want to use both and explicitly specify the relationship between specific and generic you would have to use the Specialization relationship. (Well you could use Association. That's the equivalent of Dependency in UML. It can mean anything)

I'm not sure if you can have specific versions of elements other than actors. eg. The definition of Business Role (to me at least) seems to require that it is the generic version.

Quote
ArchiMate modelers may represent generic organizational entities that perform behavior as either business actors or business roles.

In ArchiMate, much of the items that we deal with are specific instances, the Business Process "XYZ", the Actor "Fred", the Business Role "Bank Manager".  In these cases, is the classifier "Business Process", "Actor" and "Business Role" respectively?  If not, then what is the classifier?  Do ArchiMate items have classifiers anyway?  Searching the ArchiMate 3.0 specification for Classifier yields NO results!

I would say the Business Process "XYZ" is instantiated when it is executed on a specific set of source input. (And by a specific set of actors)

"Bank Manager" is probably a generic Business Actor. It's not "the responsibility for performing specific behavior".

"Business Process", "Actor" and "Business Role" are the metatypes. Any elements of those types are instances of those types, but from an ArchiMate perspective they aren't meant to be thought of as instances.

Paolo F Cantoni

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Metatypes and Instances
« Reply #51 on: October 30, 2019, 05:50:08 pm »
Thanks, Eve,

That's useful, but to clarify, I'm using the idea of "ArchiMatey" to distinguish from "UMLey" as to the rationale for the nature of the modelling.  I'm not restricting the discussion to how ArchiMate looks at the world.

I agree that down to "BMW X1 with Vin#12345" appear to be specializations.  Hence my use in the past of the term specific vs placeholder (rather than specific vs generic, since - to me - generic is not the correct concept to apply)

Interestingly, I view ArchiMate Roles as specific instances also. Each one is uniquely identifiable and definable.  Similarly with Busines Processes, as with Actors.  Note: I make specific distinction between the Role Specification and the Agent - the actor playing the role (at run-time so to speak).  So Roles don't DO anything, but constrain what can be done, Actors don't, of themselves, do anything, but only exhibit behaviour when enacting the role (that is, acting as an Agent).

As you suggest, the Business Process is more complex.  In the case of the BMW, you can't get any more specific than "BMW X1 with Vin#12345" - it's essentially a leaf node in the graph.  However, we have the Business Process Specification (a specific instance - leaf) and we have the Business Process execution (another specific instance).  I suggest that the relationship between the Business Process execution and the specification is exactly the relationship between the run-time object and the compile-time specification.  In other words, their nature is (quite?) different and we aren't talking about the same kind of thing, but intimately related things.

A couple more things...

"Bank Manager" is probably a generic Business Actor. It's not "the responsibility for performing specific behaviour". 

We may all be falling into the trap that there are different metatypes that can be named the same.  I certainly fell into that trap for many years.  In my view, placeholder Actors can ONLY be specified by reference to their structural features - sine they don't DO anything, per se.  Thus we can talk about male actors, British actors etc.  Bank Manager is NOT an actor, it is, at least, a Role and most likely an Agent named after the principal role that it undertakes.

"Business Process", "Actor" and "Business Role" are the metatypes. Any elements of those types are instances of those types, but from an ArchiMate perspective, they aren't meant to be thought of as instances.

Did you mean that an instance of the metatype Actor is NOT an instance (of Actor)?  If so, seems strange!

Paolo
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Modesto Vega

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Re: Where did "instance" go?
« Reply #52 on: October 31, 2019, 07:49:30 am »
There is a lot to digest here and will have to read the last 3 messages, 2 from Paolo and 1 from Eve, carefully (and possibly more than once).

Let’s start with the following because I think it relates to the question asked by Ian Mitchell
[SNIP]
I agree that down to "BMW X1 with Vin#12345" appear to be specializations.  Hence my use in the past of the term specific vs placeholder (rather than specific vs generic, since - to me - generic is not the correct concept to apply)
I agree that "BMW X1 with Vin#12345" appears to be a series of hierarchical specialisations, at least in a UML sense of the term. However, I look at it from a slightly different angle as Paolo, insofar as "BMW X1 with Vin#12345"  is a physical car, a car/motor vehicle on the road or inside a showroom or in storage.

This is relevant to Ian Mitchell’s question and to what was the originally discussed in this thread because of the word "physical", this is the key word within this thread. The switches previously referred to are "physical" switches insofar as they have a serial number, the electronic equipment equivalent of a VIN, and most likely an asset identifier.

In contrast  "POE Switch" and/or  "POE Switch Model" are both classifiers or elements that are/can be specialised or generalised.

This is were ServiceNow comes into the picture. ServiceNow is supposed to give a physical view of the infrastructure and software deployed on it. As a result anything that ServiceNow gives you cannot not be further specialised (but may be generalised/classified, INMHO outside ServiceNow). ServiceNow does not give you a conceptual or logical view of the infrastructure and the Information Systems and Applications deployed and should not be used on its own to produce such views, although it could be of assistance in producing such views

Anything physical - i.e.., deployed or to be deployed- can be properly modelled in ArchiMate using 11 Physical Elements, specifically the Equipment element, please see “11.2.1 Equiment”, but not with any element in the Business, Application and Technology layers. ServiceNow collects physical data and, therefore, the data could be used to construct a physical view. Furthermore, the data could reach enough to partially construct a classification.

Returning to Paolo’s comments regarding specialisation and classification
[SNIP]
In UML, "A classifier is a category of elements that have some common features, such as attributes or methods".  Further, "A classifier describes a set of instances that have common behavioural and structural features (operations and attributes, respectively)". And... "A classifier is a type and can own generalizations, thereby making it possible to define generalization relationships to other classifiers."  NOTE: How the definitions do NOT say that the Classifier is, itself, an Element.  They DO say that it is a categorisation mechanism. 
From a UML point of view, assuming we are using a Class element, a couple of questions arise:
1) do we ’classify’ via Class elements and explicit specialisation relationships or via classifiers, which are not elements, in the UML sense of the word?
2) if the former, do we need to add classifiers to the mix and when?

From an ArchiMate point of view, I am assuming that the following elements (from the Business and Application layers) can be generalised/specialised in this way: Business Object, Representation, and Data Object. AFIK ArchiMate does not have the concept of classifier but could be wrong.

By the way "Screw, Whitworth, 3/4 inch" is a model of a screw and not a physical screw to which an serial number could be assigned to. In ArchiMate terms it should not go on under “11 Physical Elements/11.2.1 Equipment.”

[SNIP]
As an aside, we use the term Classification in the Linnaean sense "Screw, Whitworth, 3/4 inch"
Modern Linnaean classifications use the concept of taxonomic ranks of which there are many types - e.g., Domain, Kingdom, Phylum, Class, Order, Family, Genus and Species. Are these types classifiers or elements? Before answering please consider that taxonomic ranks are organised into a ragged parent/child hierarchy where levels can be skipped.

Please also note that Linnaean classifications stop and species (or sub-species) and do not instantiate each species or sub-species to physical animals, such as my dog or horse.

[SNIP]
ArchiMate uses the words generic and specific for effectively the same concept.

Quote
Business actors may be specific individuals or organizations; e.g., “John Smith” or “ABC Corporation”, or they may be generic; e.g., “Customer” or “Supplier”.
Quote
The name of a product is usually the name which is used in the communication with customers, or possibly a more generic noun (e.g., “travel insurance”).

From my reading of the spec, if you want to use both and explicitly specify the relationship between specific and generic you would have to use the Specialization relationship. (Well you could use Association. That's the equivalent of Dependency in UML. It can mean anything)
I agree with Eve’s comments and interpretation. Furthermore, if I take Paolo’s example below, I am likely to end up with something like the table after the quote.
[SNIP]
So, let's investigate an ontology with specializations.  Vehicle::Motor Vehicle::Motor Car::BMW::BMW X1:BMW X1 with VIN# 12345
In normal usage, we might say that the "BMW X1 with VIN# 12345" specific instance of a BMW X1 (since we can specifically identify the item). We can also say: THE BMW X1 with VIN# 12345 IS a BMW X1 which IS a BMW, which IS a Motor Car which IS a Motor Vehicle which IS a Vehicle.    Notice I'm not (directly) saying BMW IS A TYPE OF Motor Vehicle.

Element nameRelationship (with comments) CommentPossible UML TypePossible ArchiMate Element
VehicleRoot (cannot be further generalised)ClassBusiness Object, Representation or Data Object
Motor VehicleAn specialisation of VehicleClass Business Object, Representation or Data Object
Motor CarAn specialisation of Motor VehicleClassBusiness Object, Representation or Data Object
BMW X1A instance of a Motor Car ModelObject (instantiating a Motor Car Model) a missing element in this puzzleNot sure, possibly an instance of “Motor Car Model” Business Object (or Representation or Data Object)
BMW X1 with VIN# 12345Not sure because we have transition the physical realmPossibly a Node or a Device (which is a specialised type of node)Equipment

Lastly concerning,
[SNIP]
"Business Process", "Actor" and "Business Role" are the metatypes. Any elements of those types are instances of those types, but from an ArchiMate perspective, they aren't meant to be thought of as instances.

Did you mean that an instance of the metatype Actor is NOT an instance (of Actor)?  If so, seems strange!
I don’t think an instance of a Business Process “Assess a Mortgage Application” is a business process. The same way I don’t think an instance of an the actor carrying the process out is an actor. Furthermore, I think it is semantically incorrect to state that the instantiated and the result of the instantiation have the same metatype.

Please think about it, a Class and an instance of it - i.e., an Object - don’t have the same metatype.

What the instantiated Business Process, Actor and Role is, I do not know and I think this were ArchiMate starts creaking.
« Last Edit: October 31, 2019, 08:37:14 am by Modesto Vega »

Rhys Lewis 2

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Re: Where did "instance" go?
« Reply #53 on: October 31, 2019, 08:47:22 am »
I don't think it's a good idea to jump straight from a business object "BMW X1" to the technology element equipment for "BMW X1 with VIN# 12345".

Personally I prefer to have business objects at the highest level of abstraction (Driver role, Driving function etc.), solution patterns in the application layer (Vehicle has transportation function), and physical implementations in the technology layer (BMW X1 #12345 implements or realises the Vehicle Application Component).

Perhaps the confusion here is the problem of types of implementation.  If we model the driving solution at an application layer, it should be generic enough to be implemented in a variety of ways.  An abstraction in the technology layer is a way of grouping implementation solutions rather than having direct links from the concrete technology implementation back to the abstract application layer (and certainly not directly back to the business layer).

So filling that out, with simplifications and omissions for clarity:

Business Layer - Driver Role carries out the Driving Function as part of the Transportation Process
Application Layer - Motor Vehicle Component realizes the Driving Function, and the Pathway Component is used by the Motor Vehicle Component
Technology layer: Off-Road Pattern - Offroad vehicle device realizes Motor Vehicle Component and uses Muddy Road Node that realises the Pathway Component
Technology layer: On-Road Pattern - On-road vehicle device realizes Motor Vehicle Component and uses Asphalt Road Node that realises the Pathway Component
Technology layer: Off-Road Implementation Pattern - BMW X1 device is a specialization of On-road vehicle device and uses Muddy Road with < 200mm puddles Node that is a specialization of the Muddy Road Node
Technology layer: X1 #12345 Implementation - BMW X1 VIN #12345 device is a realization of BMW X1 device and uses Woodhill Forest Road #2 Node that is a realization of the Muddy Road with < 200mm puddles Node

The other comments will require a bit more reading before I can say something sensible about them.

Note that this is also just a restatement of

The Theseus' ship problem is about levels of abstraction,
  • a Switch is a concept, it does not belong to the technology or physical views (though) with a somersault you may be able to squeeze it into the the logical view)
  • a Switch in a guard house is a logical element, it belongs to the technology view
  • the Switch in the guard house of Bishop Rock in the Isles of Scilly (assuming there is one) is physical equipment and belongs to the physical view

« Last Edit: October 31, 2019, 09:48:14 am by Rhys Lewis 2 »

Rhys Lewis 2

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Re: Where did "instance" go?
« Reply #54 on: October 31, 2019, 08:57:15 am »
In the IT world, the yellow diagrams are for sales people and the project sponsors.  The blue diagrams are the ones that you draw on the whiteboard at the beginning of each argument.  The green ones are what the vendor was supposed to build, and they grow in number and detail as you iterate through the delivery mistakes.

Rhys Lewis 2

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Re: Where did "instance" go?
« Reply #55 on: October 31, 2019, 09:02:48 am »
Did I say "argument"?  I think I meant "meeting".

Eve

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Re: Metatypes and Instances
« Reply #56 on: October 31, 2019, 02:44:51 pm »
Interestingly, I view ArchiMate Roles as specific instances also. Each one is uniquely identifiable and definable.  Similarly with Busines Processes, as with Actors.  Note: I make specific distinction between the Role Specification and the Agent - the actor playing the role (at run-time so to speak).  So Roles don't DO anything, but constrain what can be done, Actors don't, of themselves, do anything, but only exhibit behaviour when enacting the role (that is, acting as an Agent).
I'm not sure how a role can be a specific instance. It is a way of describing what can be one by one or more Actors. In your terminology those actors then become Agents when instantiated, but the Role itself can't be directly instantiated. Which is why I'd say Bank Manager is an Actor not a Role. (Distinguishing between the ArchiMate concept of Role from Role as a synonym for Position) Bank Manager may be assigned roles of Loan Approver, Hirer etc. Having said that, you could of course treat Bank Manager as a Role Aggregating and Composing the Roles that it is made up of.

(Because of ArchiMate's rules about derived relationships it's probably exactly the same thing. Coming down to a choice about notation)

Did you mean that an instance of the metatype Actor is NOT an instance (of Actor)?  If so, seems strange!
I mean in an "ArchiMatey" way, don't look behind the curtain at the person manipulating a (meta)model.

I don’t think an instance of a Business Process “Assess a Mortgage Application” is a business process.
My comments around that based on interpreting ArchiMate through a UML lense. ie. ArchiMate Process is like a UML Activity. Any UML Behavior is a specialization of a class. It starts running when it is instantiated, and is usually destroyed when completed. I haven't seen many situations where modeling an instance of a UML Behavior was needed and don't think you could do that in ArchiMate. But conceptually the instance of a Business Process would be a "Business Process execution". An instance of "Assess a Mortgage Application" would be something like "Assess Mortgage Application no. 42".

Modesto Vega

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Re: Where did "instance" go?
« Reply #57 on: October 31, 2019, 07:25:23 pm »
I agree it is a good idea to jump straight from a business object "BMW X1" to the technology element equipment for "BMW X1 with VIN# 12345".

Like Eve I have never seem where modelling instances of a UML behaviour. I also think Eve is correct when she states that conceptually the instance of a Business Process, "Assess a Mortgage Application", would be a Business Process Execution, something like "Assess Mortgage Application no. 42". Indeed, I cannot think of a situation where I would want to model like this - i.e., having an actor (or instance of) call " John Smith" and a business process (or instance of) "Assess Mortgage Application no. 42".

However, this thread is all about nuances. I’ll try to address some below.

Nuance 1 - Technology and physical equipment are not the same thing
[SNIP]
So filling that out, with simplifications and omissions for clarity:

Business Layer - Driver Role carries out the Driving Function as part of the Transportation Process
Application Layer - Motor Vehicle Component realizes the Driving Function, and the Pathway Component is used by the Motor Vehicle Component
Technology layer: Off-Road Pattern - Offroad vehicle device realizes Motor Vehicle Component and uses Muddy Road Node that realises the Pathway Component
Technology layer: On-Road Pattern - On-road vehicle device realizes Motor Vehicle Component and uses Asphalt Road Node that realises the Pathway Component
Technology layer: Off-Road Implementation Pattern - BMW X1 device is a specialization of On-road vehicle device and uses Muddy Road with < 200mm puddles Node that is a specialization of the Muddy Road Node
Technology layer: X1 #12345 Implementation - BMW X1 VIN #12345 device is a realization of BMW X1 device and uses Woodhill Forest Road #2 Node that is a realization of the Muddy Road with < 200mm puddles Node
Agree with one exception, your last bullet ("Technology layer: X1 #12345 Implementation") does not belong to the technology layer. It belongs to the physical, to use an ArchiMate term, layer or to the deployment layer, to use a UML term.

Nuance 2 - Perhaps we are mixing terms
[SNIP]
Perhaps the confusion here is the problem of types of implementation.
Aren’t we mixing 3 terms with different meanings: implementation, instantiation and generalisation (or specialisation if you prefer)? You can only classify using the latter (or classifiers).

Nuance 3 - What certain instances may be?
I'm not sure how a role can be a specific instance. It is a way of describing what can be one by one or more Actors.
Could I confuse things by suggesting that an instance of a Role is a runtime permission or set of permissions to do something?

Could I confuse things further by suggesting that an instance of an Actor is a runtime user session with an associated set of permissions?

Nuance 4 - From green to yellow
In the IT world, the yellow diagrams are for sales people and the project sponsors.  The blue diagrams are the ones that you draw on the whiteboard at the beginning of each argument.  The green ones are what the vendor was supposed to build, and they grow in number and detail as you iterate through the delivery mistakes.
Lastly, sometimes I have the feeling that architecture is going the yellow way instead of the green way. At times I see a trend, almost a paradigm shift, whereupon things are architected through yellow or blue diagrams with green diagrams almost confined to oblivion.

Hopefully the iPhone or iPad were not designed this way.

Nuance 5 - How do we represent relationships between objects in different layers?
For some reason, this possibly boils down to this question. In particular, what to do when the limits of generalisation/specialisation are reached?

Glassboy

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Re: Where did "instance" go?
« Reply #58 on: November 01, 2019, 07:04:20 am »
Nuance 4 - From green to yellow
In the IT world, the yellow diagrams are for sales people and the project sponsors.  The blue diagrams are the ones that you draw on the whiteboard at the beginning of each argument.  The green ones are what the vendor was supposed to build, and they grow in number and detail as you iterate through the delivery mistakes.
Lastly, sometimes I have the feeling that architecture is going the yellow way instead of the green way. At times I see a trend, almost a paradigm shift, whereupon things are architected through yellow or blue diagrams with green diagrams almost confined to oblivion.

You seem to be confusing architecture and engineering.  Generally architects are shit engineers and engineers are shit architects.  I've spent a lot of time over the last two years producing local network views for customers where they would have previously received a visio diagram which looked like a cross between noodles and fruit salad.  The network architecture communicates how the products/services the customer is investing in, achieve the outcomes needed to achieve their business goals.

If I were to relate this to actual real world devices in ServiceNow, I would have a set of "paragon" views that were a template to how sites were deployed, and then all of the ArchiMate nodes, devices, and system software that did this would realise the elements on the paragon view.

Rhys Lewis 2

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Re: Where did "instance" go?
« Reply #59 on: November 01, 2019, 02:28:26 pm »
I've just learned an embarrassingly large thing via this thread:


Nuance 1 - Technology and physical equipment are not the same thing


Up until now I have conflated the Archimate Technology and Physical layers into one by assuming that they map to the TOGAF D: Technology Architecture domain.  In the words of Job, I will place my hand over my mouth at this point.