<Insert Picture Here> OUM Training for Partners Francis Moeris – Noman Khalid May 12 2011 OUM Training for Partner Dubai 12 - May - 2011
OUM for Partners Dubai
Nov 09, 2014
The Oracle Unified Method (OUM), first released by Oracle Corporation in 2006, is a standards-based method with roots in the Unified Process (UP). OUM is business-process and use-case driven and includes support for the Unified Modeling Language (UML), though the use of UML is not required. OUM combines these standards with aspects of Oracle's legacy methods and Oracle implementation best practices.
OUM is applicable to any size or type of information technology project. While OUM is a plan-based method – that includes extensive overview material, task and artifact descriptions, and associated templates – the method is intended to be tailored to support the appropriate level of ceremony required for each project. Guidance is provided for identifying the minimum subset of tasks, tailoring the project approach, executing iterative and incremental project planning, and applying Agile techniques. Supplemental guidance provides specific support for Oracle products, tools, and technologies.
OUM is applicable to any size or type of information technology project. While OUM is a plan-based method – that includes extensive overview material, task and artifact descriptions, and associated templates – the method is intended to be tailored to support the appropriate level of ceremony required for each project. Guidance is provided for identifying the minimum subset of tasks, tailoring the project approach, executing iterative and incremental project planning, and applying Agile techniques. Supplemental guidance provides specific support for Oracle products, tools, and technologies.
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OUM Training for Partners Francis Moeris Noman KhalidMay 12 2011OUM Training for Partner Dubai 12 - May - 2011
Agenda1. 2. 3. 4. 5. 6. 7. 8. Why OUM ? Key Concepts of OUM A Deep Dive into OUM Gathering Requirements: use cases intro OUM on Application implementation project Material Available to Partners Key Take Aways Open Discussion
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1. Why OUM ?OUM Training for Partner Dubai 12 - May - 2011
Why a method is necessary?
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EasiPath Migration MethodCompass Standard View
Compass Upgrade ViewRBGU Retek et al
CDM FT
Siebel AnalyticsCGBU - Portal
CDM ClassicXcellerate
AIM FoundationSiebel Results Roadmap AIM for Business Flows Stellent RevenueOUM Training for Partner Dubai
OTM G-LogData Warehouse Method FT Compass Accelerated View Agile Hyperion5/159
Tangosol12 - May - 2011
Basics OUM*Oracle Unified Method (OUM) A single, integrated method, to support the entire Oracle ecosystem, across the complete suite of Oracle products
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Oracle Unified Method Vision*The vision for the Oracle Unified Method is to support the successful implementation of every Oracle product application, middleware, and database. Oracle has two objectives for the method Ensure that usage of our products meets our customer's business objectives. Ensure that customers are able to take full advantage of our products' rich capabilities.
The net result being a Superior Ownership Experience for all of Oracle's customers.
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Basics* Oracle Unified Method Goals Best of the Best Single Method Framework
Fusion Technology Foundation Release Independent Tight Integration with Sales Methodology and Enterprise-Level Processes
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OUM Benefits* Common language across Oracle ecosystem More readily accommodate future acquisitions Reduce confusion for our customers Focus methods investment on deeper materials rather than duplicative maintenance
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Why in Oracle ? Our clients ask for proof of a sophisticated professional methodology Develop consistent processes, tools and templates that support quality, speed and cost effectiveness of implementation projects improve profitability and the ability to grow the business provide a common language across different organizations
Oracle supports our partners/clients in implementing end-to-end Oracle solutions that can consist of: Oracle Application products (EBS, Siebel,...) Oracle Technology products (AIA, ...)
Oracle projects use Application Implementation approach as well as a Technology Implementation approach.
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2. Key Concepts of OUMOUM Training for Partner Dubai 12 - May - 2011
OUM is* A product and technology agnostic methodology Standards based Unified Process (UP) Project Management Institute Body of Knowledge (PMI PMBOK) Business Analysis Body of Knowledge (IIBA BABOK) Unified Modeling Language (UML) Business Process Modeling Notation (BPMN)
Business Process and Use Case-driven Architecture-centric Iterative & incremental Risk-focused Flexible and Scalable12 - May - 2011
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OUM is Flexible and Scalable* Do not serve the method; make it serve you.
If you are not going to need it, dont do it.
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OUM is Flexible and Scalable* OUM may be scaled in a number of dimensions or better stated, OUM employs the concept of fit-for-purpose by:
Eliminating unnecessary tasks from the workplan Combining tasks or executing at the activity level Starting with a core set of tasks and adding tasks as risks and scope are identified Reducing the depth to which specific tasks and activities are executed
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OUM is Flexible and Scalable Flexible and Scalable: Fit-for-Purpose Adopted from Dynamic Systems Development Method (DSDM) Focused on delivering necessary functionality within the required timebox Also refers to defining level of rigor and ceremony appropriate to project
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Basics Comprehensive Toolkit*TemplatesGuidelinesFocus areas, views, phases, activities, processes, and tasks Create high quality work products
Tailored WorkplansAccelerated starting point
Overview MaterialApproach and standards
Supplemental GuidanceProducts, tools, techniques, and technologies
Easy AccessHosted or installed locallyOUM Training for Partner Dubai 12 - May - 2011
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OUM Structure Views
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OUM Structure Supplemental GuidanceSupplemental Guides
White PapersReview Checklists and Guidelines Viewlets
Cross References
Helpful Discipline/Industry/View Resources and Samples
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OUM Principles*Business Process & Use Case-DrivenOUM
Flexible & Scalable
Envision Implement
Iterative & Incremental
Manage
Risk-Focused
Architecture-Centric
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3. A Deep Dive into OUMOUM Training for Partner Dubai 12 - May - 2011
OUM Focus Area Views:*Envision enterprise level processes Enterprise Business Analysis Enterprise Architecture IT Portfolio Management IT Governance Adoption and Learning
Implement Supports software engineering and implementation of Oracle application and technology products Business Process and Use Case-driven Iterative and Incremental
OUM
Envision
Implement
Architecture-centricStandards-based Balanced and Flexible
Manage Manage Promotes disciplined management of information technology Projects and Programs Aligns with Project Management Institute (PMI)
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Implement Focus Area*
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Implement Focus Area Structure* AIM Methodology
6 Phases 11 Processes
0 Iterations
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Implement Focus Area Structure ABF Methodology*
5 Phases 9 Processes
0 Iterations
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Key Terms & Concepts* Phase Lifecycle Milestone Process Activity
Task Dependency Work Product
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Key Terms & Concepts: Phase*Phases are chronological grouping of tasks in an approach. Services are delivered by phase in order to reduce project risk. Each phase allows a checkpoint against project goals, and measurement against quality criteria to be made.
PhasesInception ElaborationConstruction
Transition
Production
Phases are temporal groupings Phases cut vertically through project activities Are natural points to establish milestones for progress checkpoint12 - May - 2011
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Key Terms & Concepts: Lifecycle Milestones*Unified Process Lifecycle Milestones are major synchronization points that occur at phase boundaries.
PhasesInception ElaborationConstruction
Transition
Production
Assure objectives of the phase have been met Decisions are made on readiness for the next phase Decisions on Schedule, Budget, Requirements to go forward into the next phase12 - May - 2011
Major Milestones
LO
LA
IOC
SP
SO
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Implement Lifecycle Major Milestones*Inception Elaboration Construction Transition Production
LO
LA
IOC
SP
SO
Inception Elaboration Construction Transition Production
Lifecycle Objectives Milestone (LO)Lifecycle Architecture Milestone (LA) Initial Operational Capability Milestone (IOC) System Production Milestone (SP) Sign-Off Milestone (SO)
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Key Terms & Concepts: Process*A process is a discipline or sub-project that defines a set of tasks related by subject matter, required skills and common Processes dependencies. Examples: Business Requirements Data Acquisition & Conversion Operations & Support
Inception
Elaboration
Construction
Transition
Production
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Key Terms & Concepts: Activity*An Activity is a set of tasks related either by topic, dependencies, data, common skills/roles, or work products. The tasks in an activity may be from different OUM processes. Activities in OUM begin and end in the same method phase. An activity is the next level of organization below a phase Examples: Analyze & Design Gather Solution Requirements Develop Use CasesOUM Training for Partner Dubai 12 - May - 2011
ActivitiesInception ElaborationConstruction
Transition
Production
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Key Terms & Concepts: Task*A task is a unit of work that is done in delivering a service. A task is the smallest traceable item on a project workplan, and forms the basis for a work breakdown structure.
TasksInception ElaborationConstruction
Transition
Production
Tasks may have one or more outcomes/outputs: Setup of an application
Creation or update of a document Execution of an activity (i.e. Test Plan) A Work Product MAY become a Deliverable Not all workproducts are given to clients A work product must be tangible and
measurable.
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Key Terms & Concepts: DependencyA Dependency is an indication that one task cannot begin until another task has ended, or progressed to a certain specified level of completion Predecessor task(s), Successor task(s) Overlap time in days that two tasks can overlap each other Gap time in days that two tasks must be separated byOUM Training for Partner Dubai 12 - May - 2011
Dependencies
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Key Terms & Concepts: Work Product*A Work Product is something a project must produce in order to meet its objectives. It must be tangible and measurable. An output of a Task is a Work Product. Templates and examples can be found in the method for work products A work product does not need to be a document May or may not be delivered to the client
Work products can easily be a model in a repository a prototype a set of application code tacit knowledge contained in the brain of a project team memberOUM Training for Partner Dubai 12 - May - 2011
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OUM Components Work Product Output of a taskDocument
Required to meet project objectives No need to be a document May or may not be a deliverableApplication Code Working Software Knowledg e Work Products Model
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Agenda of deep dive* OUM Approach Unified Process Business Process Driven Use Case Driven Architecture Centric Iterative Incremental Releases Risk Focussed
Implement Focus Area Structure Phases Milestones Processes
Key Concepts & Principles Key Terms Key Concepts & Principles
OUM Implement Components Focus Areas Manage Focus Area Envision Focus Area Implement Focus Area
Applying OUM OUM Key to Success Concepts Balancing Agility and Discipline
OUM Views Focus Area Views Disciplinne Views Service Offering Views
Working with Templates Demo Navigation Practice12 - May - 2011
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Agenda of deep dive OUM Approach Unified Process Business Process Driven Use Case Driven Architecture Centric Iterative Incremental Releases Risk Focussed
Implement Focus Area Structure Phases Milestones Processes
Key Concepts & Principles Key Terms Key Concepts & Principles
OUM Implement Components Focus Areas Manage Focus Area Envision Focus Area Implement Focus Area
Applying OUM OUM Key to Success Concepts Balancing Agility and Discipline
OUM Views Focus Area Views Disciplinne Views Service Offering Views
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OUM Approach What is the Unified Process (UP) ? The Unified Software Development Process or Unified Process is a industry standard iterative and incremental software development process framework. The best-known and extensively documented refinement of the Unified Process is the Rational Unified Process or RUP. ~ Wikipedia.orgOUM Training for Partner Dubai 12 - May - 2011
Unified Process
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OUM Approach* UP Characteristics Use Case-Driven Architecture-Centric Risk-Focused Iterative and IncrementalUnified Process
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OUM Approach OUM expands on UP Characteristics* Use Case-Driven Architecture-Centric Risk-Focused Iterative and Incremental Business Process and Use Case-Driven Fit-for-Purpose
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OUM Approach* Business Process-Driven Business Processes and Use Cases are the primary requirements gathering mechanisms Requirements are documented through Business Process Models Use Cases Written supplemental and quality of service requirements
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OUM Approach Use Case-Driven Provide a consistent mechanism to link system requirements to design and test tasks Bridge the gap between business modeling, business processes, and software system functionality Provide a consistent thread through OUM use cases help amplify and consolidate the many other benefits of the method Identify implicit or unstated requirements, i.e. items that are not typically shown on a process model And finally, manage traceability of requirements through testing
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OUM Approach Architecture-Centric Architecture More than just technical architecture Refers to the set of significant decisions about the organization of a software system Contains the organization of the system with structural elements and interfaces, and their behavior Is the collection of models that describe the system
Architecture-Centric The systems architecture is used as a primary artifact for conceptualizing, constructing, managing, and evolving the system
The Baseline Architecture is a key work product of Elaboration
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OUM Approach Iteration An iteration is a distinct set of activities conducted according to a devoted (iteration) plan and evaluation criteria that results in a release, either internal or external. Iterative is redoing something several times, increasing its richness, comprehensiveness, and consistency each time.
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OUM Approach Increment An increment is the difference between the release of one iteration and the release of the next iteration. Incremental is creating something one piece at a time and integrating the pieces into the whole a little at a time.
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OUM Approach Release A Release is a relatively complete and consistent set of artifacts or work products possibly, but not necessarily including a software build delivered to an internal or external user.
Releases act as a forcing function that drives the development team to get closure at regular intervals, avoiding the "90% done, 90% remaining" syndrome.
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OUM Approach* Iterations, Increments, Releases OUM employs an iterative and incremental approach to implementing software systems. In OUM, the result of an iteration is an increment. This may differ from the definitions used in other Oracle methods, like CDM Fast Track and DWM Fast Track. The terms iteration and increment are defined in OUM to be consistent with this concept. A release is a set of artifacts or work products, possibly but not necessarily including a software build, delivered to an internal or external user.OUM Training for Partner Dubai 12 - May - 2011
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OUM Approach Iterative DevelopmentBusiness Requirements Requirements Analysis Analysis Design Implementation Test
Business Requirements
Requirements Analysis
Analysis
Design
Implementation
Test
Business Requirements
Requirements Analysis
Analysis
Design
Implementation
Test
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Iterations Can Be Considered Mini-Waterfalls*Inception Elaboration2 1 2 2 2 1 1 2 2 3 3 3 3 3 3 4 4 4 4 4 4
Construction5 5 5 5 5 5 6 6 6 6 6 6
Transition
Production
RDRA AN DS IM TE TS PS
1
7 7
88 9
Iterations Milestones
1
2
3
4
5
6
7
8
9
time
LO
LA
Releases
IOC
SP
SO
Legend RD - Business Requirements DS - Design - Requirements Analysis AN - AnalysisRAOUM Training for Partner Dubai
TS - Transition
- Implementation PS - Operations & Support TE - Test 1 - Iteration NumberIM12 - May - 2011
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OUM Approach* Concepts of Iterations & Increments
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OUM Approach* Concepts of Iterations & Increments
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OUM Approach* Concepts of Iterations & Increments group by priorityIncrement 1 Increment 2 Increment 3
+ CR-s Increment 1
+ CR-s Increment 2
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OUM Approach* Risk-Focused A key focus of each iteration in OUM is to identify and reduce the most significant project risks This ensures that the project team addresses the most critical risks as early a possible
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OUM Approach* Fit-for-Purpose OUM employs the concept of Fitness-for-Business Purpose in two ways The focus is on first delivering necessary functionality to meet the needs of the business. OUM also encourages scaling the method to be fit-for-purpose for a given situation, that is, it is rarely appropriate to execute every activity within OUM.
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OUM Approach What is UML ? The Unified Modeling Language (UML) is a standardized specification language for object modeling. UML is a general-purpose modeling language that includes a graphical notation used to create an abstract model of a system ~Wikidepdia.com
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OUM Approach * Application ApproachOUMs application implementation approach is similar to current methods in these areas: Business Process based Future business processes are fit to standard functionality to identify gaps Fit/Gap
Key business architecture structures are defined Application Setups are defined Leading practices from Oracles legacy methods are included Supports two implementation approaches Requirements-Driven (e.g., AIM Foundation, Compass Standard) Solution-Driven (e.g., AIM for Business Flows, Compass Accelerated)
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OUM Approach * Oracle Unified Method ApproachOUMs implementation approach differs from current methods in these areas: Standards Based Unified Process More Comprehensive in Scope Supports both Enterprise-Level and Project-Level Activities
Tighter Integration across Disciplines Tighter Integration to Oracle Sales Methodology Increased emphasis on Architecture
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Agenda of deep dive OUM Approach Unified Process Business Process Driven Use Case Driven Architecture Centric Iterative Incremental Releases Risk Focussed
Implement Focus Area Structure Phases Milestones Processes
Key Concepts & Principles Key Terms Key Concepts & Principles
OUM Implement Components Focus Areas Manage Focus Area Envision Focus Area Implement Focus Area
Applying OUM OUM Key to Success Concepts Balancing Agility and Discipline
OUM Views Focus Area Views Disciplinne Views Service Offering Views
Working with Templates Demo Navigation Practice12 - May - 2011
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OUM Implement Components OUM Focus AreaEnvision enterprise-level processes Envision Roadmap Enterprise Business Analysis Organizational Change Management Enterprise Architecture IT Portfolio Management IT Governance
Implement Supports software engineering and implementation of Oracle application and technology products Business Process and Use Case-driven Iterative and Incremental Architecture-centric Standards-based Balanced and Flexible
OUM
Envision
Implement
Manage Manage Promotes disciplined management of information technology Projects and Programs Aligns with Project Management Institute (PMI)
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OUM Implement Components Manage Focus Area
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OUM Implement Components Envision Focus Area
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OUM Implement Components Implement Focus Area
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OUM Implement Components Implement Focus Area The Good Contains a comprehensive set of method materials Supports development and implementation of a broad range of business solutions.
The Bad The volume of material can be overwhelming It can be difficult to isolate and comprehend the essentials
And the Ugly Elegant! Solution OUM Implement Core Workflow Two parallel and complementary sub-flows: OUM Training for Partner Dubai
Mapping and Configuration Custom Development12 - May - 2011
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OUM Implement Components* Why a Core Workflow ? Accelerate new practitioners understanding of OUM Identify the core tasks of the Implement Focus Area Provide a starting point for building up the work plan Keep project teams focused on the essentials
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OUM Implement Components* Scalable: Build Up - Dont Tailor Down1. Start from the core set of tasks.
2. Add tasks as you identify scope and risk.3. Consider the depth to which you will execute specific tasks during specific iterations.
4. Consider whether it is advisable to combine tasks Work at the activity level Combine work products, as appropriate
1
NOTE: Be careful when doing this to avoid inflexibility
Balancing Agility and Discipline: A Guide for the Perplexed by Barry Boehm and Richard Turner12 - May - 2011
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OUM Implement Components* Implement Core Workflow The OUM Implement Core Workflow helps practitioners get started with OUM and keeps teams focused on the essentials. By identifying core tasks, the workflow provides a starting point for building up a work plan. The OUM Implement Core Workflow has two sub-flows Mapping and Configuration Custom Development
The OUM Implement Core Workflow is executed in each iteration of Inception, Elaboration and Construction, but the focus shifts from phase to phase. More details for the OUM Implement Core Workflow are provided in the OUM Level 3 Requirements Gathering Course.12 - May - 2011
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OUM Implement Components Core Workflow
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OUM Implement Components* Core Workflow Focus thru project lifecycle
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OUM Implement Components OUM ViewsA View presents a predefined subset of the OUM materials.
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