EA Deployment Playbook [Leanpub PDF/iPad/Kindle]

Hey, fellow EA user — Welcome! Maybe you've been modeling solo for years, and now it's time to enable your team to join in. Your previous work with Enterprise Architect was so easy — a repository was just a simple file. Now there are so many questions: Should we share a file, or work with a DBMS? Is Pro Cloud Server something we need? What good is a RAS?

This book will be your friendly guide through that transition. I've been there: digging through the help documents and forums, trying to figure out the best way to bring EA to my group. As I was struggling, I wished for a single source of information to help untangle the options and give some guidance. I couldn't find a book like this, so I wrote it.

No overwhelming references here. Just clear steps and tips to get your team collaborating smoothly with EA, in about 200 pages.

Introduction
Part I - Bleeping Basics
- 1. What it's All About
  - Who this book is for
  - What "successful deployment" looks like
  - The few levers that actually matter
  - How the rest of the book fits together
- 2. Picking Your Editions and Licenses
  - Editions you actually need to think about
  - Licenses: how keys are allocated and shared
  - Matching editions to solo, mini team, and small team
  - When to bring PCS into the picture
  - Choosing a PCS strategy, not just “PCS: yes or no”
  - The SaaS Shortcut
  - Coming Up
- 3. Choosing Your Repository Type: File vs DBMS
  - What a "repository" really is
  - File‑based repositories: what they are good at
  - When file sharing still makes sense for a mini team
  - DBMS repositories: when you are ready for the big leagues)
  - How PCS fits over both file and DBMS
  - How to decide in practice
  - Coming Up
- 4. Installing Enterprise Architect
  - Windows: the baseline recipe
  - Linux: EA under Wine
  - macOS: EA under Wine or CrossOver
  - When this chapter has done its job
  - Coming Up
Part II - Revisiting Repositories
- 5. Fast Path: Setting Up a File-Based Repository
  - Solo: one file, one habit
  - When (and how) to consider .feap locally
  - Mini team: shared .qeax and simple rules
  - Repository Version Control
  - Coming Up
- 6. Replication: A File-based Solution for the Disconnected
  - What is meant by "replication"
  - When replication matters
  - The shape of a sane replication setup
  - Trade‑offs and sharp edges
  - How this fits into your deployment choices
- 7. Team Path: Setting Up a DBMS Repository
- 8. Moving From File to DBMS Without Losing Your Mind
  - Recognizing that your file‑based fast path is no longer the right path
  - Using Full Project Transfer: moving from file-based to DBMS, safely
  - Common migration patterns
  - Cleaning up after migration
Part III - Dancing with the Details
- 9. Turning On Security and Defining Roles
  - File‑based vs DBMS security
  - What EA means by "security"
  - Users, groups, and the permission firehose
  - In‑Model Collaboration Lives on Top of Security
  - Model Mail: Internal Mailbox, Shared Repository
  - Model Chat and Discussions: Conversations Anchored to the Model
  - What This Means for Your Deployment Choices
  - Locks: keeping people from tripping over each other
  - Turning security on (the minimum you need)
  - Solos: when to care and when not to
  - Mini teams: stop relying on good intentions
  - Small teams on DBMS: two layers of security, one coherent story
  - Security as a prerequisite for AI
- 10. Configuring EA’s AI Assistant
  - What EA’s AI assistant is (and is not)
  - Versions, editions, and prerequisites
  - Configuring LLM providers
  - Tying AI actions to users and permissions
  - AI and In‑Model Collaboration Content
  - Governance basics for small teams
- 11. Structuring Your Repository for Growth
  - Basic Organizational Elements
  - Common structures that actually age well
  - What I say .vs. What I do
  - Traps that quietly wreck structure
  - Designing a starter repository you can reuse
  - Using RAS and XMI for starter content
  - Package Control and Baseline Management
  - A word about GUIDs and reuse
  - How to tell if the structure is working
  - Why this chapter belongs in your deployment checklist
- 12. Using PCS for Repositories, RAS, and Floating Licenses
  - What PCS actually adds
  - PCS Editions in practice: standard vs Pro repositories
  - Installing PCS without tripping over the basics
  - PCS quirks worth knowing about
  - Configuring the PCS Floating License Server
  - Using PCS for RAS and shared assets
  - Where PCS fits in your deployment story
Part IV - Plans, Patterns, and Practical Application
- 13. Recipes and Scenarios
  - Solo consultant with several clients
  - Consultant with a traveling laptop and replicated client copies
  - Mini team on a shared .qeax (file‑based first, DBMS later)
  - Small internal team with DBMS and PCS
  - Consultancy or architecture team with a pattern library (RAS)
  - How these plays fit together
- 14. Capability Patterns for EA Deployment
  - Capability 1: "I just need to get work done"
  - Capability 2: "We need to work together without building a platform"
  - Capability 3: "This repository is now part of how we run"
  - Capability 4: "People are everywhere, and the model has to be too"
  - Capability 5: "We want the capabilities, not the plumbing"
  - How to use this chapter with the recipes
- 15. Case Study: From Solo to Cloud
  - Two solo modelers, one system
  - Phase 1 – "Tempy": a deliberate temporary cloud
  - Phase 2 – "Perm": a small, serious server
  - Migrating from Tempy to Perm
  - Handover and after‑effects
  - How this maps to the rest of the book
Appendices
- Appendix A: Example Security Model for Embedded Teams
  - A.1 Group Types and Overall Rationale
  - A.2 Core Capability Groups
  - A.3 Qualifier Groups
  - A.4 Label Groups
  - A.5 Team Roles
- Appendix B: A Layered Security Model for an Enterprise Architecture Team
  - B.1 Group Types
  - B.2 Capability Groups (What They Can Do)
  - B.3 Qualifier Group
  - B.4 Label/Tag Groups
  - B.5 TOGAF EA Team Roles
- Appendix C: Going Deeper

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