Tuesday Dec 18, 2012

Oracle Unified Method (OUM) Release 5.6


Oracle’s Full Lifecycle Method
for Deploying Oracle-Based Business Solutions

About | Release | Access | Previous Announcements


Oracle is evolving the Oracle® Unified Method (OUM) to achieve the vision of supporting the entire Enterprise IT Lifecycle, including support for the successful implementation of every Oracle product. OUM replaces Legacy Methods, such as AIM Advantage, AIM for Business Flows, EMM Advantage, PeopleSoft's Compass, and Siebel's Results Roadmap.

OUM provides an implementation approach that is rapid, broadly adaptive, and business-focused. OUM includes a comprehensive project and program management framework and materials to support Oracle's growing focus on enterprise-level IT strategy, architecture, and governance.


OUM release 5.6 provides support for Application Implementation, Cloud Application Implementation, and Software Upgrade projects as well as the complete range of technology projects including Business Intelligence (BI) and Enterprise Performance Management (EPM), Enterprise Security, WebCenter, Service-Oriented Architecture (SOA), Application Integration Architecture (AIA), Business Process Management (BPM), Enterprise Integration, and Custom Software. Detailed techniques and tool guidance are provided, including a supplemental guide related to Oracle Tutor and UPK.

This release features:

  • Business Process Management (BPM) Project Engineering Supplemental Guide
  • Cloud Roadmap View and Supplemental Guide
  • Enterprise Security View and Supplemental Guide
  • Service-Oriented Architecture (SOA) Governance Implementation Supplemental Guide
  • "Tailoring OUM for Your Project" White Paper
  • OUM Microsoft Project Workplan Template and User's Guide
  • Mappings: OUM to J.D. Edwards OneMethodology, OUM Roles to Task
  • Techniques: Determining Number of Iterations, Managing an OUM Project using Scrum
  • Templates: Scrum Workplan (WM.010), Siebel CRM
  • Enhanced / Updated:
    • Manage Focus Area reorganized by Activities for all Views
    • Oracle Architecture Development Process (OADP) View updated for OADP v3.0
    • Oracle Support Services Supplemental Guide expanded to include guidance related to IT Change Management
    • Oracle User Productivity Kit Professional (UPK Pro) and Tutor Supplemental Guide expanded guidance for UPK Pro
    • Service-Oriented Architecture (SOA) Application Integration Architecture (AIA) Supplemental Guide updated for SOA Tactical Project Delivery View
    • Service-Oriented Architecture (SOA) Tactical Project Delivery View expanded to include additional tasks
    • Siebel CRM Supplemental Guide expanded task guidance and added select Siebel-specific OUM templates
    • WebCenter View and Supplemental Guide updated for WebCenter Portal and Content Management

For a comprehensive list of features and enhancements, refer to the "What's New" page of the Method Pack.

Upcoming releases will provide expanded support for Oracle's Enterprise Application suites including product-suite specific materials and guidance for tailoring OUM to support various engagement types.


Oracle Customers

Oracle customers may obtain copies of the method for their internal use – including guidelines, templates, and tailored work breakdown structure – by contracting with Oracle for a consulting engagement of two weeks or longer and meeting some additional minimum criteria. Customers, who have a signed consulting contract with Oracle and meet the engagement qualification criteria, are permitted to download the current release of OUM for their perpetual use. They may also obtain subsequent releases published during a renewable, three-year access period. Training courses are also available to these customers. Contact your local Oracle Sales Representative about enrolling in the OUM Customer Program.

Oracle PartnerNetwork (OPN) Diamond, Platinum, and Gold Partners

OPN Diamond, Platinum, and Gold Partners are able to access the OUM method pack, training courses, and collateral from the OPN Portal at no additional cost:

  • Go to the OPN Portal at partner.oracle.com.
  • Select the "Partners (Login Required)" tab.
  • Login.
  • Select the "Engage with Oracle" tab.
  • From the Engage with Oracle page, locate the "Applications" heading.
  • From the Applications heading, locate and select the "Oracle Unified Method" link.
  • From the Oracle Unified Method Knowledge Zone, select the "Implement" tab.
  • From the Implement tab, select the "Tools and Resources" link.
  • Locate and select the "Oracle Unified Method (OUM)" link.

Previous Announcements

Thursday Dec 13, 2012

Do You Know How OUM defines the four, basic types of business system testing performed on a project? Why not test your knowledge?

Testing is perhaps the most important process in the Oracle® Unified Method (OUM). That makes it all the more important for practitioners to have a common understanding of the various types of functional testing referenced in the method, and to use the proper terminology when communicating with each other about testing activities.

OUM identifies four basic types of functional testing, which is sometimes referred to as business system testing.  The basic functional testing types referenced by OUM include:

  1. Unit Testing
  2. Integration Testing
  3. System Testing, and
  4.  Systems Integration Testing

See if you can match the following definitions with the appropriate type above?

A.  This type of functional testing is focused on verifying that interfaces/integration between the system being implemented (i.e. System under Discussion (SuD)) and external systems functions as expected.

B.     This type of functional testing is performed for custom software components only, is typically performed by the developer of the custom software, and is focused on verifying that the several custom components developed to satisfy a given requirement (e.g. screen, program, report, etc.) interact with one another as designed.

C.  This type of functional testing is focused on verifying that the functionality within the system being implemented (i.e. System under Discussion (SuD)), functions as expected.  This includes out-of-the -box functionality delivered with Commercial Off-The-Shelf (COTS) applications, as well as, any custom components developed to address gaps in functionality. 

D.  This type of functional testing is performed for custom software components only, is typically performed by the developer of the custom software, and is focused on verifying that the individual custom components developed to satisfy a given requirement  (e.g. screen, program, report, etc.) functions as designed.


Check your answers below:

  1. (D)
  2. (B)
  3. (C)
  4. (A)

If you matched all of the functional testing types to their definitions correctly, then congratulations!  If not, you can find more information in the Testing Process Overview and Testing Task Overviews in the OUM Method Pack.

Wednesday Dec 05, 2012

Finding "Stuff" In OUM


One of the first questions people asked when they start using the Oracle Unified Method (OUM) is “how do I find X ?”

Well of course no one is really looking for “X”!! but typically an OUM user might know the Task ID, or part of the Task Name, or maybe they just want to find out if there is any content within OUM that is related to a couple of keys words they have in their mind.

Here are three quick tips I give people:

1. Open up one of the OUM Views, then click “Expand All”, and then use your Browser’s search function to locate a key Word.

For example, Google Chrome or Internet Explorer: <CTRL> F, then type in a key Word, i.e. Architecture

This is fast and easy option to use, but it only searches the current OUM page

2. Use the PDF view of OUM

Open up one of the OUM Views, and then click the PDF View button located at the top of the View. Depending on your Browser’s settings, the PDF file will either open up in a new Window, or be saved to your local machine. In either case, once the PDF file is open, you can use the built in PDF search commands to search for key words across a large portion of the OUM Method Pack.

This is great option for searching the entire Full Method View of OUM, including linked HTML pages, however the search will not included linked Documents, i.e. Word, Excel.

3.  <!--[endif]-->Use your operating systems file index to search for key words

This is my favorite option, and one I use virtually every day. I happen to use Windows Search, but you could also use Google Desktop Search, of Finder on a MAC.

All you need to do (on a Windows machine) is to make sure your local OUM folder structure is included in the Windows Index. Go to Control Panel, select Indexing Options, and ensure your OUM folder is included in the Index, i.e. C:/METHOD/OM40/OUM_5.6

Once your OUM folders are indexed, just open up Windows Search (or Google Desktop Search) and type in your key worlds, i.e. Unit Testing

The reason I use this option the most is because the Search will take place across the entire content of the Indexed folders, included linked files.

Happy searching!






The Workshop Technique Handbook

The #OUM method pack contains a plethora of information, but if you browse through the activities and tasks contained in OUM, you will see very few references to workshops.  Consequently, I am often asked whether OUM supports a workshop-type approach. 

In general, OUM does not prescribe the manner in which tasks should be conducted, as many factors such as culture, availability of resources, potential travel cost of attendees, can influence whether a workshop is appropriate in a given situation.  Although workshops are not typically called out in OUM, OUM encourages the project manager to group the OUM tasks in a way that makes sense for the project.

OUM considers a workshop to be a technique that can be applied to any OUM task or group of tasks.  If a workshop is conducted, it is important to identify the OUM tasks that are executed during the workshop.  For example, a “Requirements Gathering Workshop” is quite likely to Gathering Business Requirements, Gathering Solution Requirements and perhaps Specifying Key Structure Definitions.

Not only is a workshop approach to conducting the OUM tasks perfectly acceptable, OUM provides in-depth guidance on how to maximize the value of your workshops.  I strongly encourage you to read the “Workshop Techniques Handbook” included in the OUM Manage Focus Area under Method Resources.

The Workshop Techniques Handbook provides valuable information on a variety of workshop approaches and discusses the circumstances in which each type of workshop is most affective.  Furthermore, it provides detailed information on how to structure a workshops and tips on facilitating the workshop. You will find guidance on some popular workshop techniques such as brainstorming, setting objectives, prioritizing and other more specialized techniques such as Value Chain Analysis, SWOT analysis, the Delphi Technique and much more.

Workshops can and should be applied to any type of OUM project, whether that project falls within the Envision, Manage or Implementation focus areas.  If you typically employ workshops to gather information, walk through a business process, develop a roadmap or validate your understanding with the client, by all means continue utilizing them to conduct the OUM tasks during your project, but first take the time to review the Workshop Techniques Handbook to refresh your knowledge and hone your skills. 

Tuesday Dec 04, 2012

Finding Tools Guidance in OUM

OUM is not tool – specific. However, it does include tool guidance.  Tool guidance in OUM includes:

  • a mention of a tool that could be used to complete a specific task(s)
  • templates created with a specific tool
  • example work products in a specific tool
  • links to tool resources
  • Tool Supplemental Guides

So how do you find all this helpful tool information?

Start at the lowest level first – the Task Overview.  Even though the task overviews are written tool-agnostic, they sometimes mention suggestions, or examples of a tool that might be used to complete the task. 

More specific tool information can be found in the Task Overview, Templates and Tools section.  In some cases, the tool used to create the template (for example, Microsoft Word, Powerpoint, Project and Visio) is useful.

The Templates and Tools section also provides more specific tool guidance, such as links to:

White Papers


Example Work Products

Additional Resources

Tool Supplemental Guides

If you’re more interested in seeing what tools might be helpful in general for your project or to see if there is any tool guidance for a specific tool that your project is committed to using, go to the Supplemental Guidance page in OUM.  This page is available from the Method Navigation pull down located in the header of almost every OUM page.

When you open the Supplemental Guidance page, the first thing you see is a table index of everything that is included on the page.  At the top of the right column are all the Tool Supplemental Guides available in OUM.  Use the index to navigate to any of the guides.

Next in the right column is Discipline/Industry/View Resources and Samples.  Use the index to navigate to any of these topics and see what’s available and more specifically, if there is any tool guidance available.  For example, if you navigate to the Cloud Resources, you will find a link to the IT Strategies from Oracle page that provides information for Cloud Practitioner Guides, Cloud Reference Architectures and Cloud White Papers, including the Cloud Candidate Selection Tool and Cloud Computing Maturity Model.

The section for Method Tool and Technique Cross References can take you to the Task to Tool Cross Reference.  This page provides a task listing with possible helpful tools and links to more information regarding the tools.  By no means is this tool guidance all inclusive.  You can use other tools not mentioned in OUM to complete an OUM task.

The Method Tool and Technique Cross References can also take you to the various Technique pages (Index and Cross References).  While techniques are not necessarily “tools,” they can certainly provide valuable assistance in completing tasks.

In the Other Resources section of the Supplemental Guidance page, you find links to the viewlets and white papers that are included within OUM.


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