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                        IBM Software Group

Embedded Ubiquity and the Exigency of
Dependability
Designing systems as if our lives depend on them


Dr. Bruce Powel Douglass, Ph.D.
Chief Evangelist, IBM Rational
Bruce.Douglass@us.ibm.com
Twitter: @BruceDouglass
Yahoo: http://tech.groups.yahoo.com/group/RT-UML
IBM: www-01.ibm.com/software/rational/leadership/thought/brucedouglass.html




         Innovation for a smarter planet                                      © 2012 IBM Corporation
IBM Software Group | Rational software

Triathlon – A life without embedded devices?
 Individual sport composed of
   Swimming
   Bicycling
   Running
   And, occasionally, throwing up
 You against the course, mano a mano
 A sport of grit, determination, endurance,
  and pain tolerance
 Surely this has nothing to do with
  embedded systems




    Innovation for a smarter planet                          2
IBM Software Group | Rational software

A day in the (embedded) life of a triathlete




                                                   Yes, I am wearing devil horns –
                                                       That’s the way I roll …


  Innovation for a smarter planet                                                    3
IBM Software Group | Rational software

Embedded Systems for Triathletes?




  Bike computer

                                                                                     Bike power meter
                               GPS Sports Watch w/ HR, cadence, computer interface




Race timing system
   Innovation for a smarter planet                                                                 4
IBM Software Group | Rational software

What about the stuff around the triathlete?




  Innovation for a smarter planet                          5
IBM Software Group | Rational software

What about the stuff around the triathlete?




  Innovation for a smarter planet                          6
IBM Software Group | Rational software

What about the stuff around the triathlete?




  Innovation for a smarter planet                          7
IBM Software Group | Rational software

Healthcare is deeply electronically-interconnected



                                                                                                      Primary Care
                             Specialists                                                               Physician
                                                 Electronic                          Personal
    Health                                      Health Record                      Health Record
    Plans

                                                                    Patient


                                                                                                         Pharmacy /
                         Surgery
                                                                                                            Labs

 Employers                                   Care                                        Emergency
                                           Providers                                     Department
                                                            Medical Devices
                                                                Imaging, Pumps,
                                                                   Robotics

                             Remote                                                                     Emergency
                            Monitoring                                                                   Services
     State & Central
       Programs                                      Remote                        Telehealth
                                                  Data Diagnosis                  Consultation




    Innovation for a smarter planet                                                                                   8
IBM Software Group | Rational software

We live in a deeply electronically-interconnected world
 Each subject area is rich with embedded systems closely interconnected
 All subject areas interconnect with others providing and using data and services
 This interconnection provides the basis for a technology-centric society




                                       Water Treatment,
   Power Generation                   Water management, sewer
                                                                  Communications                   Pharmacy /
  Generation and distribution                                      Phone, Radio, TV                   Labs




                                                                                      Emergency
    Transportation                              Health Care                           Department
  Planes, Trains & Autos                        Imaging, Pumps,
                                                   Robotics




    Innovation for a smarter planet                                                                             9
IBM Software Group | Rational software

Are we ready to develop these systems?




                               Are we ready?
                                    • To deliver the functionality?
                                    • To deliver the performance?
                                    • To integrate dozens to hundreds of complex systems?
                                    • To deliver the system with adequate security?
                                    • To deliver the system with adequate safety?




  Innovation for a smarter planet                                                           10
IBM Software Group | Rational software

Are we ready to develop these systems?




                               Are we ready?
                                    • To deliver the functionality?
                                    • To deliver the performance?
                                    • To integrate dozens to hundreds of complex systems?
                                    • To deliver the system with adequate security?
                                    • To deliver the system with adequate safety?




                                                         Malware implicated in fatal Spanair
                                                                   plane crash
                                                                                - msnbc.com August 23, 2010


  Innovation for a smarter planet                                                                             11
IBM Software Group | Rational software

Are we ready to develop these systems?

        Nuclear plant in Georgia forced into
           emergency shutdown due to
          unintentional “cyber-incident”
                            - Washington Post, June 5, 2008
                               Are we ready?
                                    • To deliver the functionality?
                                    • To deliver the performance?
                                    • To integrate dozens to hundreds of complex systems?
                                    • To deliver the system with adequate security?
                                    • To deliver the system with adequate safety?




                                                         Malware implicated in fatal Spanair
                                                                   plane crash
                                                                                - msnbc.com August 23, 2010


  Innovation for a smarter planet                                                                             12
IBM Software Group | Rational software

Are we ready to develop these systems?

        Nuclear plant in Georgia forced into
           emergency shutdown due to
          unintentional “cyber-incident”
                            - Washington Post, June 5, 2008
                               Are we ready?
                                    • To deliver the functionality?
                                    • To deliver the performance?
                                    • To integrate dozens to hundreds of complex systems?
                                    • To deliver the system with adequate security?
                                    • To deliver the system with adequate safety?
   Braking software glitch contributes to
    recall of hundreds of thousands of
             vehicles worldwide
                                      - Associated Press, 2010
                                                         Malware implicated in fatal Spanair
                                                                   plane crash
                                                                                - msnbc.com August 23, 2010


  Innovation for a smarter planet                                                                             13
IBM Software Group | Rational software

Are we ready to develop these systems?
        Nuclear plant in Georgia forced into
           emergency shutdown due to
          unintentional “cyber-incident”
                            - Washington Post, June 5, 2008

                               Are we ready? Siemens                SCADA system breached by
                                    • To deliver the functionality?
                                                             weaponized computer virus
                                    • To deliver the performance?
                                    • To integrate dozens to hundreds of complex systems?
                                                                             - ComputerWorld July 17, 2010
                                    • To deliver the system with adequate security?
                                    • To deliver the system with adequate safety?
   Braking software glitch contributes to
    recall of hundreds of thousands of
             vehicles worldwide
                                      - Associated Press, 2010
                                                        Malware implicated in fatal Spanair
                                                                  plane crash
                                                                              - msnbc.com August 23, 2010


  Innovation for a smarter planet                                                                            14
IBM Software Group | Rational software

Systems Engineering – the solution to all our problems….?




  Innovation for a smarter planet                           15
IBM Software Group | Rational software


State of the Practice for Systems Development
 Systems and Software Engineering Environment in general
   Are document-centric
   Require huge investment in planning that doesn’t reflect actual project execution
   Have difficulty adapting to change.
   Require expensive and error-prone manual review and update processes.
   Require long integration and validation cycles
   Are difficult to maintain over the long haul
 Additional standards constraints
  (eg DO-178B, ISO26262, AUTOSAR,
  DoDAF) add to the challenge
   Tooling Selection
   Dependability engineering
     Safety
     Reliability
     Security
   System certification

    Innovation for a smarter planet                                                     16
IBM Software Group | Rational software

Modern Processes and Practices are Evolving

           Past                                                                 Future

                                    Model-Based Engineering                     Analysis &
                                                                                 Design



                                        Defect Avoidance        Requirements
                                                                 Definition &
                                                                Management
                                                                                               Construction

                                                                                Configuratio

                                        Defensive Design                        n & Change
                                                                                   Mgmt


                                                                   Build &
                                                                   Release

                                     Continuous Integration      Management

                                                                                  Quality
                                                                                                       Asset
                                                                                                    Management
                                                                                                     & Reuse
                                                                                Management



                                       Risk Management        Production




                                      Project Governance
                                       Dynamic Planning           THE AGILE MODEL




 Moving from waterfall “ballistic” planning to incremental, adaptive approach
  Innovation for a smarter planet                                                                                17
IBM Software Group | Rational software

High-Fidelity Modeling for Systems Engineering
 Hi-MBE brings to engineering
  Precision
  Executability
  Stakeholder/Analysis-relevant viewpoints at any desired level of abstraction e.g.
    Functionality
    State-based behavior
    Algorithmic/control behavior
    Structure and Architecture
  Integration of engineering work, e.g.
    Functional requirements
    Dependability analysis
       – Safety
       – Reliability
       – Security/Information Assurance
    Architectural structure, behavior, and allocation
    Control analysis

   Innovation for a smarter planet                                                     18
IBM Software Group | Rational software

Models and Viewpoints in Model-Based Systems Engineering


                                            Subsystems, interfaces,          Mechanical
                                            Subsystem use cases/             Specification   Model and text
     Functional                                 Requirements
       Model
                                                                   Model-
                                                                   bas ed
 Executable use cases
                                              Architectural       handof f
    Functional and
  QoS requirements                               Model

                                                                             Subsystem              Electronic
                                                                              Model(s)             Specification

 Dependability                                                                                   Model and text
    Model

  Safety, reliability,
                                          Control
and security analysis                     Model
FTA, FMEA, FEMCA,
                                                                               Software
Asset Diagram, SAD                    Control algorithms,                    Specification   Model and text
                                     mathematical models
   Innovation for a smarter planet                                                                                19
IBM Software Group | Rational software


Dependability == ∑ Safety, Reliability, and Security
 Cyberphysical systems and system of systems exist today that create and manage
  society-supporting services and systems, including
   Power grids
   Transportation (air, ground, and sea)
   Emergency response
   Water and sewage
   Communications
   … to name just a few
 Cyberphysical systems and systems of systems have the potential for extremely
  impactful consequences in terms of safety, reliability, and security
 It is crucial that we can reason appropriately about these concerns early and not
  rely on ex post facto analyses




    Innovation for a smarter planet                                                   20
IBM Software Group | Rational software

Model-Based Dependability Analysis




  Innovation for a smarter planet                          21
IBM Software Group | Rational software

Model-Based Threat Analysis
 Security Analysis Diagram (SAD)
  is like a Fault Tree Analysis (FTA)
  but for security, rather than safety
   It looks for the logical relation
    between assets, vulnerabilities,
    attacks, and security violations
   Permits reasoning about security
     What kind?
     How much?
     Where?
     When?
     Risk assessments




    Innovation for a smarter planet                          22
IBM Software Group | Rational software

Model-Based Threat Analysis
 An Asset Diagram looks at
  the semantic relations
  between roles,
  authentication,
  vulnerabilities, and
  countermeasures. It is a
  way of representing the
  security-relevant design
  elements.
   Here it is shown with
    traceability links to
    requirements
 Assets can be
   Physical
   Informational
   Currency
   Resource
   Security
   Services



    Innovation for a smarter planet                          23
IBM Software Group | Rational software

Auto-generation of dependability-relevant summary data
    Fault Source Matrix, Fault Detection Matrix, Fault-Requirement Matrix, FMEA, FMCA, Hazard Analysis…




 • Traceability improves your ability to
 make your safety/security case

 Dependability metadata guides
 - System requirements
 - Downstream engineering work
 - Regulatory approval submissions


  Innovation for a smarter planet                                                                         24
IBM Software Group | Rational software

Design for Dependability
                                               Dependability Analysis:
                                               • Fault Tree Analysis (FTA)
                                               • Fault Means and Effective
                                                 Analysis (FMEA)
                                               • Hazard Analysis                  Safety Eng.
                                               • Security Analysis Diagram         ARP-4761
                                               • Asset Diagram                        ISO
                                                                                     26262
                                                                                   IEC 61508


                                                Requirements Analysis:
                                                • Functional and Non-Functional
                                                  Requirements
                                                • Safety Requirements             Systems Eng.
                                                • Business and Regulatory
                                                                                   ARP-4754
                                                  Requirements



                                                 System and Software Design:
                                                 • Structural
                                                 • Behavioral                       Software
                                                                                    Developer
                                                 • Temporal
                                                                                      DO-178B
                                                 •   …                               IEC 62304


  Innovation for a smarter planet                                                                25
IBM Software Group | Rational software

Systems Engineering Workflows (e.g. Safety Analysis)

                                                              Harmony/SE
                                                          Systems Engineering:
                                                          Requirements Analysis




 Innovation for a smarter planet                                            26
IBM Software Group | Rational software

Harmony/SE: Design Synthesis




  Innovation for a smarter planet                          27
IBM Software Group | Rational software

Update Safety Analysis Task




  Innovation for a smarter planet                          28
IBM Software Group | Rational software

Tooling automates best practice workflows
                                    Use modeling to validate requirements, architecture
                                     and design throughout the development process
                                                                                                      Practices
                                                  Architecture & Design
                                                      Rational Rhapsody                             and Process

              Requirements
              Management                                                             Quality Management
                                                                                      Rational Quality Manager
                Rational DOORS

  Manage all system requirements                                                 Achieve “quality by design”
    with full traceability across                     Collaboration             with an integrated, automated
            the lifecycle                            Rational Team Concert             testing process
                                          Collaborate across diverse engineering
                                           disciplines and development teams



                         COLLABORATE                   AUTOMATE                    REPORT
                          Achieve common             Increase efficiency     Continuously improve
                         goals by optimizing         and predictability by    by measuring and
                          how people work           integrating workflows     reporting progress




  Innovation for a smarter planet                                                                                 29
IBM Software Group | Rational software

Designing systems as if our lives depend on them
 Our society is only sustainable with technological assistance
   Reliable, safe, and secure delivery of services
   Productivity of agriculture and industry
   Unbroken distribution chains
   Low cost of energy
   Balancing dwindling resources
   Innovation in production
 The systems we create today are absolutely crucial in supporting our society, health,
  and well-being
 (Hard) Each individual system must be designed to be reliable, safe, and secure
 (Harder) The totality of systems acting in concert must be reliable, safe and secure
 This can be done by innovatively supporting systems development with
   Intelligence
   Best Practices
   Tooling

    Innovation for a smarter planet                                                       30
IBM Software Group | Rational software

Thank you very much!




  Innovation for a smarter planet                          31

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Embedded ubiquity keynote

  • 1. ® IBM Software Group Embedded Ubiquity and the Exigency of Dependability Designing systems as if our lives depend on them Dr. Bruce Powel Douglass, Ph.D. Chief Evangelist, IBM Rational Bruce.Douglass@us.ibm.com Twitter: @BruceDouglass Yahoo: http://tech.groups.yahoo.com/group/RT-UML IBM: www-01.ibm.com/software/rational/leadership/thought/brucedouglass.html Innovation for a smarter planet © 2012 IBM Corporation
  • 2. IBM Software Group | Rational software Triathlon – A life without embedded devices?  Individual sport composed of  Swimming  Bicycling  Running  And, occasionally, throwing up  You against the course, mano a mano  A sport of grit, determination, endurance, and pain tolerance  Surely this has nothing to do with embedded systems Innovation for a smarter planet 2
  • 3. IBM Software Group | Rational software A day in the (embedded) life of a triathlete Yes, I am wearing devil horns – That’s the way I roll … Innovation for a smarter planet 3
  • 4. IBM Software Group | Rational software Embedded Systems for Triathletes? Bike computer Bike power meter GPS Sports Watch w/ HR, cadence, computer interface Race timing system Innovation for a smarter planet 4
  • 5. IBM Software Group | Rational software What about the stuff around the triathlete? Innovation for a smarter planet 5
  • 6. IBM Software Group | Rational software What about the stuff around the triathlete? Innovation for a smarter planet 6
  • 7. IBM Software Group | Rational software What about the stuff around the triathlete? Innovation for a smarter planet 7
  • 8. IBM Software Group | Rational software Healthcare is deeply electronically-interconnected Primary Care Specialists Physician Electronic Personal Health Health Record Health Record Plans Patient Pharmacy / Surgery Labs Employers Care Emergency Providers Department Medical Devices Imaging, Pumps, Robotics Remote Emergency Monitoring Services State & Central Programs Remote Telehealth Data Diagnosis Consultation Innovation for a smarter planet 8
  • 9. IBM Software Group | Rational software We live in a deeply electronically-interconnected world  Each subject area is rich with embedded systems closely interconnected  All subject areas interconnect with others providing and using data and services  This interconnection provides the basis for a technology-centric society Water Treatment, Power Generation Water management, sewer Communications Pharmacy / Generation and distribution Phone, Radio, TV Labs Emergency Transportation Health Care Department Planes, Trains & Autos Imaging, Pumps, Robotics Innovation for a smarter planet 9
  • 10. IBM Software Group | Rational software Are we ready to develop these systems? Are we ready? • To deliver the functionality? • To deliver the performance? • To integrate dozens to hundreds of complex systems? • To deliver the system with adequate security? • To deliver the system with adequate safety? Innovation for a smarter planet 10
  • 11. IBM Software Group | Rational software Are we ready to develop these systems? Are we ready? • To deliver the functionality? • To deliver the performance? • To integrate dozens to hundreds of complex systems? • To deliver the system with adequate security? • To deliver the system with adequate safety? Malware implicated in fatal Spanair plane crash - msnbc.com August 23, 2010 Innovation for a smarter planet 11
  • 12. IBM Software Group | Rational software Are we ready to develop these systems? Nuclear plant in Georgia forced into emergency shutdown due to unintentional “cyber-incident” - Washington Post, June 5, 2008 Are we ready? • To deliver the functionality? • To deliver the performance? • To integrate dozens to hundreds of complex systems? • To deliver the system with adequate security? • To deliver the system with adequate safety? Malware implicated in fatal Spanair plane crash - msnbc.com August 23, 2010 Innovation for a smarter planet 12
  • 13. IBM Software Group | Rational software Are we ready to develop these systems? Nuclear plant in Georgia forced into emergency shutdown due to unintentional “cyber-incident” - Washington Post, June 5, 2008 Are we ready? • To deliver the functionality? • To deliver the performance? • To integrate dozens to hundreds of complex systems? • To deliver the system with adequate security? • To deliver the system with adequate safety? Braking software glitch contributes to recall of hundreds of thousands of vehicles worldwide - Associated Press, 2010 Malware implicated in fatal Spanair plane crash - msnbc.com August 23, 2010 Innovation for a smarter planet 13
  • 14. IBM Software Group | Rational software Are we ready to develop these systems? Nuclear plant in Georgia forced into emergency shutdown due to unintentional “cyber-incident” - Washington Post, June 5, 2008 Are we ready? Siemens SCADA system breached by • To deliver the functionality? weaponized computer virus • To deliver the performance? • To integrate dozens to hundreds of complex systems? - ComputerWorld July 17, 2010 • To deliver the system with adequate security? • To deliver the system with adequate safety? Braking software glitch contributes to recall of hundreds of thousands of vehicles worldwide - Associated Press, 2010 Malware implicated in fatal Spanair plane crash - msnbc.com August 23, 2010 Innovation for a smarter planet 14
  • 15. IBM Software Group | Rational software Systems Engineering – the solution to all our problems….? Innovation for a smarter planet 15
  • 16. IBM Software Group | Rational software State of the Practice for Systems Development  Systems and Software Engineering Environment in general  Are document-centric  Require huge investment in planning that doesn’t reflect actual project execution  Have difficulty adapting to change.  Require expensive and error-prone manual review and update processes.  Require long integration and validation cycles  Are difficult to maintain over the long haul  Additional standards constraints (eg DO-178B, ISO26262, AUTOSAR, DoDAF) add to the challenge  Tooling Selection  Dependability engineering  Safety  Reliability  Security  System certification Innovation for a smarter planet 16
  • 17. IBM Software Group | Rational software Modern Processes and Practices are Evolving Past Future Model-Based Engineering Analysis & Design Defect Avoidance Requirements Definition & Management Construction Configuratio Defensive Design n & Change Mgmt Build & Release Continuous Integration Management Quality Asset Management & Reuse Management Risk Management Production Project Governance Dynamic Planning THE AGILE MODEL Moving from waterfall “ballistic” planning to incremental, adaptive approach Innovation for a smarter planet 17
  • 18. IBM Software Group | Rational software High-Fidelity Modeling for Systems Engineering  Hi-MBE brings to engineering  Precision  Executability  Stakeholder/Analysis-relevant viewpoints at any desired level of abstraction e.g.  Functionality  State-based behavior  Algorithmic/control behavior  Structure and Architecture  Integration of engineering work, e.g.  Functional requirements  Dependability analysis – Safety – Reliability – Security/Information Assurance  Architectural structure, behavior, and allocation  Control analysis Innovation for a smarter planet 18
  • 19. IBM Software Group | Rational software Models and Viewpoints in Model-Based Systems Engineering Subsystems, interfaces, Mechanical Subsystem use cases/ Specification Model and text Functional Requirements Model Model- bas ed Executable use cases Architectural handof f Functional and QoS requirements Model Subsystem Electronic Model(s) Specification Dependability Model and text Model Safety, reliability, Control and security analysis Model FTA, FMEA, FEMCA, Software Asset Diagram, SAD Control algorithms, Specification Model and text mathematical models Innovation for a smarter planet 19
  • 20. IBM Software Group | Rational software Dependability == ∑ Safety, Reliability, and Security  Cyberphysical systems and system of systems exist today that create and manage society-supporting services and systems, including  Power grids  Transportation (air, ground, and sea)  Emergency response  Water and sewage  Communications  … to name just a few  Cyberphysical systems and systems of systems have the potential for extremely impactful consequences in terms of safety, reliability, and security  It is crucial that we can reason appropriately about these concerns early and not rely on ex post facto analyses Innovation for a smarter planet 20
  • 21. IBM Software Group | Rational software Model-Based Dependability Analysis Innovation for a smarter planet 21
  • 22. IBM Software Group | Rational software Model-Based Threat Analysis  Security Analysis Diagram (SAD) is like a Fault Tree Analysis (FTA) but for security, rather than safety  It looks for the logical relation between assets, vulnerabilities, attacks, and security violations  Permits reasoning about security  What kind?  How much?  Where?  When?  Risk assessments Innovation for a smarter planet 22
  • 23. IBM Software Group | Rational software Model-Based Threat Analysis  An Asset Diagram looks at the semantic relations between roles, authentication, vulnerabilities, and countermeasures. It is a way of representing the security-relevant design elements.  Here it is shown with traceability links to requirements  Assets can be  Physical  Informational  Currency  Resource  Security  Services Innovation for a smarter planet 23
  • 24. IBM Software Group | Rational software Auto-generation of dependability-relevant summary data Fault Source Matrix, Fault Detection Matrix, Fault-Requirement Matrix, FMEA, FMCA, Hazard Analysis… • Traceability improves your ability to make your safety/security case Dependability metadata guides - System requirements - Downstream engineering work - Regulatory approval submissions Innovation for a smarter planet 24
  • 25. IBM Software Group | Rational software Design for Dependability Dependability Analysis: • Fault Tree Analysis (FTA) • Fault Means and Effective Analysis (FMEA) • Hazard Analysis Safety Eng. • Security Analysis Diagram ARP-4761 • Asset Diagram ISO 26262 IEC 61508 Requirements Analysis: • Functional and Non-Functional Requirements • Safety Requirements Systems Eng. • Business and Regulatory ARP-4754 Requirements System and Software Design: • Structural • Behavioral Software Developer • Temporal DO-178B • … IEC 62304 Innovation for a smarter planet 25
  • 26. IBM Software Group | Rational software Systems Engineering Workflows (e.g. Safety Analysis) Harmony/SE Systems Engineering: Requirements Analysis Innovation for a smarter planet 26
  • 27. IBM Software Group | Rational software Harmony/SE: Design Synthesis Innovation for a smarter planet 27
  • 28. IBM Software Group | Rational software Update Safety Analysis Task Innovation for a smarter planet 28
  • 29. IBM Software Group | Rational software Tooling automates best practice workflows Use modeling to validate requirements, architecture and design throughout the development process Practices Architecture & Design Rational Rhapsody and Process Requirements Management Quality Management Rational Quality Manager Rational DOORS Manage all system requirements Achieve “quality by design” with full traceability across Collaboration with an integrated, automated the lifecycle Rational Team Concert testing process Collaborate across diverse engineering disciplines and development teams COLLABORATE AUTOMATE REPORT Achieve common Increase efficiency Continuously improve goals by optimizing and predictability by by measuring and how people work integrating workflows reporting progress Innovation for a smarter planet 29
  • 30. IBM Software Group | Rational software Designing systems as if our lives depend on them  Our society is only sustainable with technological assistance  Reliable, safe, and secure delivery of services  Productivity of agriculture and industry  Unbroken distribution chains  Low cost of energy  Balancing dwindling resources  Innovation in production  The systems we create today are absolutely crucial in supporting our society, health, and well-being  (Hard) Each individual system must be designed to be reliable, safe, and secure  (Harder) The totality of systems acting in concert must be reliable, safe and secure  This can be done by innovatively supporting systems development with  Intelligence  Best Practices  Tooling Innovation for a smarter planet 30
  • 31. IBM Software Group | Rational software Thank you very much! Innovation for a smarter planet 31

Notas do Editor

  1. To succeed, a project must not only meet its deliverables, it must be on time and on budget. Careful attention to the early stages — discovery, planning, requirements gathering, and resource allocation — is where the foundation for successful project achievement is prepared. No or Slow visibility means that in many cases metrics and status are collected by hand. This information when gathered can be out of date as well as inaccurate.