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ArchiMate Certification for People
Conformance Requirements
Version 2.0.1
January 2013
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ArchiMate® Certification for People: Conformance Requirements, Version 2.0.1 2
© Copyright 2013, The Open Group
All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or
by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior
permission of the copyright owner.
Boundaryless Information Flow™ is a trademark and ArchiMate®, Jericho Forum®, Making Standards
Work ®, Motif ®, OSF/1®, The Open Group®, TOGAF®, UNIX®, and the ``X'' device are registered
trademarks of The Open Group in the United States and other countries.
ArchiMate
Certification for People: Conformance Requirements, Version 2.0.1
Document Number: X115
Published by The Open Group, January 2013.
Comments relating to the material contained in this document may be submitted to:
The Open Group
Apex Plaza
Forbury Road
Reading
Berkshire, RG1 1AX
United Kingdom
or by electronic mail to:
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Contents
1. Background ........................................................................................................................................................ 5
1.1 Introduction .......................................................................................................................................... 5
1.2 Levels of Certification .......................................................................................................................... 6
1.2.1 ArchiMate 2 Foundation .......................................................................................................... 6
1.2.2 ArchiMate 2 Certified .............................................................................................................. 6
1.3 Migration .............................................................................................................................................. 6
1.4 Program Logo ....................................................................................................................................... 6
1.5 Terminology and Definitions................................................................................................................ 7
2. Conformance Terminology ................................................................................................................................ 9
2.1 Learning Unit Format ........................................................................................................................... 9
3. Conformance Requirements ............................................................................................................................ 10
3.1 Learning Units .................................................................................................................................... 10
3.1.1 Basic Concepts and Definitions ............................................................................................. 10
3.1.2
Language Principles ............................................................................................................... 10
3.1.3 Concepts ................................................................................................................................ 10
3.1.4 Relationships.......................................................................................................................... 11
3.1.5 Viewpoints and Visualization ................................................................................................ 11
3.1.6 Language Extension Mechanisms .......................................................................................... 11
3.1.7 Tool Support for ArchiMate .................................................................................................. 12
3.1.8 ArchiMate and Other Frameworks and Languages ............................................................... 12
3.1.9 ArchiMate Certification Program .......................................................................................... 12
4. Indicators of Compliance ................................................................................................................................. 13
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Acknowledgements
The Open Group gratefully acknowledges the contributions to this document by the following participants
of the ArchiMate Forum:
• Brian Ballachy, HP
• Iver Band, Standard Insurance Company
• Bill Estrem, Metaplexity Associates
• Roland Ettema, Logica
• Henry Franken, BiZZdesign
• Henk Jonkers, BiZZdesign
•
Andrew Josey, The Open Group
• Wilbert Kraan, JISC
• Marc Lankhorst, Novay
• Erik Proper, Public Research Centre Henry Tudor
• Doug Rinker, EA Principals
• Marius Snel, Knotion
• Raina Wissing, The Open Group
• Harmen van den Berg, BiZZdesign
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1. BACKGROUND
1.1 Introduction
The Open Group ArchiMate Certification Program for People (the Program) is intended to make
certification available to people who have knowledge and understanding of ArchiMate Version 2.0
The Program is not intended to validate the ability of Candidates to use ArchiMate effectively in practice,
nor to determine whether Candidates are competent IT or Enterprise Architects.
The Program is intended to evolve, without major change to this policy, to address subsequent versions of
ArchiMate that The Open Group may publish from time to time.
The Program is designed with the following attributes:
Openness The Program is open to applicants from all countries, although materials and
examinations will initially be available only in English.
Fairness Certification is achieved only by passing the applicable examination(s) and practical
assessments that are the same as that taken by any other Candidate.
Market Relevance The Program is structured to meet the perceived needs of the market for ArchiMate
Certification. There are two certification levels. Additional levels may be introduced
during the life of the Program, as may updated versions of ArchiMate.
Learning Support Training courses are provided by third parties, according to the needs of the market.
Quality Training course providers may choose to seek Open Group accreditation for theircourses. Accredited Training Courses (ATCs) are listed on The Open Group web site.
Only accredited courses may use The Open Group logo and include the ArchiMate
examinations and practical assessments within the course.
Best Practice The Program is designed to comply with ISO/IEC 17024:2003: Conformity
Assessment – General Requirements for Bodies Operating Certification of Persons.
The IAF Guidance Document for ISO/IEC 170241 has also been used to assist in the
development of the Program.
ArchiMate Certification is achieved by passing the applicable examination(s) and practical assessments.
The Program is based upon a set of key documents:
1. The Certification Policy, which sets out the policies and processes by which a Candidate may
achieve certification.
1 Guidance on the Application of ISO/IEC 17024:2003 (IAF GD 24 2004), published by the InternationalAccreditation Forum, Inc. (www.iaf.nu). This document provides guidance to certification bodies seeking
accreditation to ISO/IEC 17024:2003, and enables accreditation bodies to harmonize their application of the
standards against which they assess certification bodies.
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ArchiMate® Certification for People: Conformance Requirements, Version 2.0.1 6
2.
The Conformance Requirements (this document), which documents the body of knowledge that a
Candidate must possess to achieve certification.
3.
The Accreditation Policy, which sets out the policies and processes by which a training course
may achieve accreditation.
4.
The Accreditation Requirements, which documents the criteria that must be met by an ATC.
1.2 Levels of Certification
The Program currently includes the following levels of certification.
1.2.1 ArchiMate 2 Foundation
Purpose Target Audience
The purpose of certification for ArchiMate 2 Foundationis to provide validation that the Candidate has gainedknowledge of the notation, terminology, structure, and
concepts of the ArchiMate modeling language.
The learning objectives at this level focus on knowledge
and comprehension.
The target audience for this level includes, but is notlimited to:
• Individuals who require a basic understanding of
the ArchiMate modeling language
• Professionals who are working in roles associated
with an architecture project and who need tounderstand architecture artifacts developed using
the ArchiMate modeling language
• Individuals who want to achieve a recognized
qualification to demonstrate their knowledge ofthe ArchiMate modeling language
1.2.2 ArchiMate 2 Certified
Purpose Target Audience
The purpose of certification at this level is to provide
validation that the Candidate has the knowledge,
comprehension, and ability to apply the ArchiMate
modeling language.
The learning objectives at this level focus on knowledge,
comprehension, and practical application.
The target audience for this level includes, but is not
limited to:
• Individuals who require to demonstrate practical
usage and knowledge of the ArchiMate modeling
language
• Individuals who will be responsible for developing
architecture artifacts using the ArchiMate
language notation
• Individuals who want to achieve a recognized
qualification to demonstrate their practical ability
to apply the ArchiMate modeling language
1.3 Migration
Not applicable.
1.4 Program Logo
Those certified within the Program are able to use an Open Group logo on their business cards, in
proposals, in marketing materials, etc. In accordance with the Trademark License Agreement (TMLA)
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and Trademark Usage Guide, the logo requires the use of a label (tag line) indicating the level of
certification achieved.
The labels for this version of the Program is as follows:
Label
ArchiMate® 2 Foundation
ArchiMate® 2 Certified
1.5 Terminology and Definitions
This table defines terms or clarifies the meaning of words used within this document. Where an acronym
is also used, it is provided in parentheses.
Accredited Training Course
(ATC)
A training course, operated by a third party, that has successfully completed the
accreditation process and which is listed in the register of Accredited TrainingCourses (ATCs) on the Certification Authority’s web site.
Candidate A person seeking ArchiMate Certification.
Certification Authority (CA) The organization that manages the day-to-day operations of the Program in
accordance with the policies defined in this document. The Open Group acts asthe Certification Authority for ArchiMate Certification.
Certification Directory The official list of all Certified Persons, which is maintained by the
Certification Authority and made publicly available on the CertificationAuthority’s web site.
Certification Record The information identifying the Candidate, including contact details, and
describing the way in which the Candidate meets the Conformance
Requirements, including the Candidate’s level of certification.
The Certification Record of a Certified Person is made available by the
Certification Authority at the discretion of the Certified Person.
Certification System
Deficiency (CSD)
An agreed error in the Certification System that is inhibiting the certification
process. A Certification System Deficiency is one possible outcome of a
Problem Report.
Certified Person A Candidate who has successfully completed the certification process, accepted
the Trademark License Agreement (TMLA), and who has been notified in
writing by the Certification Authority that the certification requirements have
been met.
Examination Provider The organization contracted by The Open Group to provide and administer The
Open Group examinations.
Interpretation (INT) Decision made by the Specification Authority that elaborates or refines themeaning of the Conformance Requirements, Certification Policy, Accreditation
Requirements, Accreditation Policy, or a standard or best practice referenced
therein. An Interpretation is one possible outcome of a Problem Report.
Learning Outcome What the Candidate should know, understand, or be able to do on completion of
one or more Learning Units.
Learning Unit A related set of Learning Outcomes derived from the ArchiMate specification.
It is expected that a Learning Unit would equate to between 30 and 90 minutes
of taught learning equivalence.
Problem Report (PR) A question of clarification, intent, or correctness of an accreditation or
certification document, or the web-based Certification System.
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Program Logo The logo or other trademarks as designated from time to time by The Open
Group for use within the Program in relation to Certified Persons in accordance
with the terms of the Trademark License Agreement (TMLA).
Specification Authority (SA) The Open Group Architecture Forum, or its successor, which is responsible fordeveloping, maintaining, and interpreting the Certification Policy, Conformance
Requirements, Accreditation Policy, and Accreditation Requirements of the
Program.
Trademark License
Agreement (TMLA)
The agreement between the Certified Person and The Open Group that containsthe legal commitment by the Candidate to the terms and conditions of the
Program and for use of the Program Logo.
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2. CONFORMANCE TERMINOLOGY
The Conformance Requirements are specified as sets of Learning Units. To achieve certification for a
given level, Candidates must complete the applicable Learning Units and successfully pass the
corresponding Indicator of Compliance (see Section 4).
The definition of the Learning Units does not dictate the structure, order, or time duration that topics
should be taught in an ATC. Training organizations are free to structure their courses as they see fit, so
long as Candidates have the mandatory Learning Outcomes at the end of a course for the target
certification level.
2.1 Learning Unit Format
Each Learning Unit is defined in a table with the following format:
Unit Name: A descriptive name for the Learning Unit.
Purpose: A succinct statement of the purpose of the Learning Unit, including a high-level learning
outcome.
Reference: A reference back to the ArchiMate specification. This is required for traceability.
Candidate Learning Outcome Statement: A statement of what the Candidate is expected to have
learned by completing the Learning Unit. A specific term is used to define the depth of learning, from low
to high as follows:
• Identify – name one or more items.
• List – name multiple items.
• Understand – an understanding of the concept or item.
• Define – provide a definition of a term.
• Demonstrate – describe and explain a concept or term.
• Describe/State – provide a description of or statement for a concept or item; give a factual
statement.
• Explain – provide a description with a rationale.
• Discuss – the ability to write logically about a topic.
• Justify – demonstrate the correctness of an assertion through a written discussion.
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3. CONFORMANCE REQUIREMENTS
To achieve certification Candidates must complete all Learning Units defined in Section 3.1 and
successfully pass the applicable Indicator of Compliance for certification (see Section 4).
All Learning Units are applicable to both ArchiMate 2 Foundation and ArchiMate 2 Certified.
3.1 Learning Units
3.1.1 Basic Concepts and Definitions
1. Basic Concepts and Definitions
Purpose The purpose of this Learning Unit is to introduce the basic concepts and key terminology ofEnterprise Architecture and ArchiMate.
Specification
Reference
Chapter 22
Learning
Outcome
The Candidate must be able to:
1. Describe what an enterprise is2. Explain the purpose of an enterprise architecture
3. Explain what architecture is in the context of ArchiMate
4. List the different types of architecture that ArchiMate deals with (Spec. Ref. 2.5,2.9)
3.1.2 Language Principles
2. Language Principles
Purpose The purpose of this Learning Unit is to help the Candidate understand the principles and coreconcepts underlying the ArchiMate core language and extensions.
Specification
Reference
Sections 2.1-2.8
Learning
Outcome
The Candidate must be able to:
1. Briefly explain the structure and the ideas underlying the ArchiMate language (Spec. Ref.
2.1)2. Identify the core concepts of ArchiMate and their relationships (Spec. Ref. 2.2-2.4)
3. Explain the aspects and layers in the ArchiMate framework (Spec. Ref. 2.5-2.6)
4. Explain the basic structure of the ArchiMate Motivation extension and its relationship to
the ArchiMate core concepts (Spec. Ref. 2.7)5. Explain the basic structure of the ArchiMate Implementation & Migration extension and
its relationship to the ArchiMate core and motivation concepts (Spec. Ref. 2.8)
3.1.3 Concepts
3. Concepts
Purpose The purpose of this Learning Unit is to explain to the Candidate the concepts in the differentlayers and extensions of the ArchiMate framework.
2 The reference for the basic concepts of Enterprise Architecture is TOGAF 9.1, Chapter 1.
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3. Concepts
Specification
Reference
Chapters 3,4,5,10,11
Learning
Outcome
The Candidate must be able to understand and explain (the use of):
1. The ArchiMate concepts from the Business Layer (Spec. Ref. 3)
2. The ArchiMate concepts from the Application Layer (Spec. Ref. 4)3. The ArchiMate concepts from the Technology Layer (Spec. Ref. 5)
4. The ArchiMate concepts from the Motivation Extension (Spec. Ref. 10)
5. The ArchiMate concepts from the Implementation & Migration Extension (Spec. Ref. 11)
3.1.4 Relationships
4. Relationships
Purpose The purpose of this Learning Unit is explain to the Candidate the relationships of ArchiMate.
Specification
Reference
Chapters 6,7,10
Learning
Outcome
The Candidate must be able to understand and explain (the use of):
1. The relationships between the Application Layer and the Business Layer (Spec. Ref. 6.1)
2. The relationships between the Technology Layer and the Application Layer (Spec. Ref.
6.2)
3. The structural relationships of ArchiMate (Spec. Ref. 7.1)4. The dynamic relationships of ArchiMate (Spec. Ref. 7.2)
5. The Grouping, Junction, and Specialization relationships (Spec. Ref. 7.3)
6. The additional relationships in the Motivation extension (Spec. Ref. 10.3)
7. The concept of derived relationships (Spec. Ref. 7.5)
3.1.5 Viewpoints and Visualization
5. Viewpoints and Visualization
Purpose The purpose of this Learning Unit is to help the Candidate understand the concepts of views and
viewpoints, and their role in ArchiMate.
Specification
Reference
Chapter 8, Sections 10.5, 11.5
Learning
Outcome
The Candidate must be able to:
1. Explain the concepts of View, Viewpoint, and Stakeholder (Spec. Ref. 8.2)2. Explain the viewpoint classification of ArchiMate (Spec. Ref. 8.3)
3. Give examples of different types of viewpoints relating to the ArchiMate core, and
explain how they can be used (Spec. Ref. 8.4)4. Give examples of viewpoints relating to the Motivation extension, and explain how they
can be used (Spec. Ref. 10.5)
5.
Give examples of viewpoints relating to the Implementation & Migration extension, andexplain how they can be used (Spec. Ref. 11.5)
3.1.6 Language Extension Mechanisms
6. Language Extension Mechanisms
Purpose The purpose of this Learning Unit is to help the Candidate understand how users or organizations
can adapt the ArchiMate language for their own purpose.
Specification
Reference
Chapter 9
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6. Language Extension Mechanisms
Learning
Outcome
The Candidate must be able to understand and explain:
1. The principle of adding attributes to ArchiMate concepts or relationships for specific
purposes (Spec. Ref. 9.1)
2. How to define specializations of ArchiMate concepts, and give examples of specializedconcepts (Spec. Ref. 9.2)
3.1.7 Tool Support for ArchiMate
7. Tool Support for ArchiMate
Purpose The purpose of this Learning Unit is to help the Candidate understand which types of
functionality can be expected from ArchiMate-certified tools.
Specification
Reference
—
Learning
Outcome
The Candidate must be able to briefly explain:
1.
How ArchiMate-certified tools can be used to support modeling and analysis withArchiMate
3.1.8 ArchiMate and Other Frameworks and Languages
8. ArchiMate and Other Frameworks and Languages
Purpose The purpose of this Learning Unit is to help the Candidate understand how ArchiMate relates to
other languages and frameworks, such as UML or TOGAF.
Specification
Reference
Chapters 2,3,4, Sections 3.3.1, 8.3
Learning
Outcome
The Candidate must be able to briefly explain:
1. How ArchiMate(core and extensions) relates to TOGAF (Spec. Ref. 2.9)
2.
How ArchiMate can be used in combination with detailed design languages such asBPMN or UML (Spec. Ref. 2,3,4,3.3.1,8.3)
3.1.9 ArchiMate Certification Program
9. ArchiMate Certification Program (Non-examinable)
Purpose The purpose of this Learning Unit is to help the Candidate understand the ArchiMate
Certification program.
Specification
Reference
—
Learning
Outcome
The Candidate must be able to:
1. Explain the ArchiMate Certification program
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4. INDICATORS OF COMPLIANCE
The Indicators of Compliance for the Program are The Open Group examinations for ArchiMate. The
examinations will be available only in English at the start of the Program, but examinations in other
languages will follow soon afterwards, according to demand.
A single examination is provided to cover the learning outcomes for both ArchiMate 2 Foundation and
ArchiMate 2 Certified. Candidates studying for ArchiMate 2 Certified in addition must pass a practical
assessment initially administered only by ATC Providers.
The descriptions of the examinations are maintained by the Certification Authority and displayed on The
Open Group web site. This includes a description of the examination type (for example, simple multiple
choice, complex scenario, practical exercise, etc.), the number of questions, the duration, supervision
requirements, whether an examination is Open Book, permitted reference materials, the Pass Score, andthe pre-requisites for taking the examination.
To meet the need for certification to be accessible for those whose command of written English is
insufficient to take the examinations in English, providers of ATCs delivered in other languages may
offer other means of assessment, subject to approval by The Open Group on a case-by-case basis.