La modernisation logicielle est un domaine en plein essor du fait du vieillissement des technologies datant des années 1960, tel que COBOL ou FORTRAN. Aujourd'hui, bon nombre de ces applications sont toujours en service du fait de leur criticité. Ce sont elles qui continuent d'assurer le bon fonctionnement du système d'information de l'entreprise. Face à l'arrivée en force de technologies récentes de type Cloud ou Mobile, il devient urgent de les moderniser. Toutefois, près de deux projets de modernisation sur trois échouent à cause du manque ou la perte de documentation de l'application, la complexité du logiciel (qui lui n'a cessé de grandir avec le temps), la perte des connaissances techniques (les jeunes développeurs n'ont jamais étudié ces anciennes technologies), tout cela couplé à un manque d'outils et de méthodes industrielles. Face à ce constat implacable, cette thèse suggère une solution pour l'industrialisation du processus de modernisation à travers l'utilisation de l'Ingénierie Dirigée par les Modèles (IDM), notamment en prenant pour base les métamodèles issus de l'initiative Architecture Driven Modernisation de l'OMG. Nous montrons qu'il est ainsi possible d'automatiser une majorité du processus du fait de l'utilisation de métamodèles pivots technologiquement neutres, ainsi que l'utilisation d'une série d'outils permettant d'obtenir une automatisation des tâches de migration de l'application. Nous proposons également de rendre cette solution adaptable à n'importe quel langage légataire au travers d'une chaîne de modernisation paramétrable via l'utilisation d'un moteur de transformation dédié offrant des mécanismes d'extensibilité et de réutilisabilité. Pour terminer, nous illustrons l'ensemble des idées développées dans cette thèse sur l'exemple concret d'une application codée en COBOL. / Software modernization is a fast-growing sector due to the aging technologies from the 1960s, such as COBOL or FORTRAN. Nowadays, many of these applications are still being used because of their criticality. These applications allow companies to maintain their information system. But to face the arrival of newer technologies and platforms, like Cloud or Mobile, companies must modernize their systems to deliver the same services and also develop new ones in order to compete. However, nearly two out of three modernization projects fail because of the lack or the loss of applications documentation, the complexity of the software (that has continued to grow over time), the loss of technical knowledge (the junior developers have never studied these ancient technologies), plus a lack of tools and industrial methods. Faced with this relentless observation, this thesis suggests a solution to the industrialization process of modernization through the use of Model Driven (IDM) Engineering, especially by using metamodels base from Driven Architecture Modernization of the OMG. We therefore demonstrate that it is possible to automate the process thanks to technologically neutral metamodels and by using a set of tools to get the automation of application migration tasks. We also propose to have this solution adapted to any languages through a configurable chain of modernization by using a dedicated processing engine that provides scalability and reusability mechanisms. Finally, we illustrate the ideas developed in this thesis in the concrete case of a coded COBOL application.

This thesis elaborates the Model-Driven Software Modernization (MDSM), that has been identified by us, and is defined as a group of approaches toward modernization of legacy code. MDSM approaches are based on models, tools and processes known from the Model-Driven Engineering (MDE) that aims in automation of modernization process. This thesis describes identified MDSM approaches and related standards. Additionally, it suggests that certain kinds of modernization can be implemented in a more efficient way, when a new approach, that has been proposed by the authors, is used. An exemplary modernization, that solves selected industry problem, is implemented to demonstrate that the alternative approach is feasible. In addition, the availability of tools for MDA, which can be adopted in MDSM process, is discussed and guidelines for implementing MDSM are proposed.

A Modernização Dirigida a Arquitetura (do inglês - Architecture-Driven Modernization (ADM)) é uma iniciativa do Object Management Group (OMG) no sentido de padronizar os tradicionais processos de reengenharia de software utilizando metamodelos. O metamodelo mais importante da ADM é o Knowledge Discovery Metamodel (KDM), cujo objetivo é representar todos artefatos de um determinado sistema, de forma independente de linguagem e plataforma. Um passo primordial durante processos de modernização de software é a aplicação de refatorações. No entanto, até o presente momento, há carência de abordagens que tratam das questões referentes a refatorações no contexto da ADM, desde a criação até a aplicação das mesmas. Além disso, atualmente, não existe uma forma sistemática e controlada de facilitar o reúso de refatorações que são específicas do KDM. Diante disso, são apresentados uma abordagem para criação e disponibilização de refatorações para o metamodelo KDM e um apoio ferramental que permite aplicá-las em diagramas de classe da UML. A abordagem possui dois passos: (i) o primeiro envolve passos que apoiam o engenheiro de modernização durante a criação de refatorações para o KDM; (ii) o segundo resume-se na especificação das refatorações por meio da criação de instâncias do metamodelo Structured Refactoring Metamodel (SRM) e posterior disponibilização delas em um repositório. O apoio ferramental, denominado KDM-RE, é composto por três plug-ins do Eclipse: (i) o primeiro consiste em um conjunto de Wizards que apoia o engenheiro de software na aplicação das refatorações em diagramas de classe UML; (ii) o segundo consiste em um módulo de propagação de mudanças, permitindo manter modelos internos do KDM sincronizados; (iii) o terceiro fornece apoio à importação e reúso de refatorações disponíveis no repositório. Além disso, o terceiro módulo também contém uma linguagem específica de domínio, a qual é utilizada para auxiliar o engenheiro de software a instanciar o metamodelo SRM. Foi realizado um experimento, buscando reproduzir os cenários em que engenheiros de software realizam refatorações em instâncias do metamodelo KDM. Os resultados mostraram que a abordagem, bem como o apoio ferramental podem trazer benefícios para o engenheiro de software durante a atividade de aplicação de refatorações em sistemas, representados pelo metamodelo KDM. / Architecture Driven Modernization (ADM) is an initiative of the Object Management Group (OMG) whose main purpose is to provide standard metamodels that enable the conduction of modernization activities as reverse engineering and software transformation. In this context, the most important metamodel is the Knowledge Discovery Metamodel (KDM), whose objective is to represent software artifacts in a language- and platform-agnostic fashion. A fundamental step during software modernization is refactoring. However, there is a lack of approaches that address how refactoring can be applied in conjunction with ADM. In addition, few efforts have investigated how refactorings can be reused and systematically applied within the context of KDM representations. We propose an approach for creating and cataloging refactorings tailored to KDM. Our approach is twofold: (i) the first part comprises steps that help the software modernization engineer create KDM-compliant refactorings; (ii) the second part has to do with turning these refactoring descriptions into Structured Refactoring Metamodel (SRM) and making them available to be reused. To automate these activities, we developed a tool that makes it possible to apply refactorings to Unified Modeling Language (UML) class diagrams. Our tool, named KDM-RE, comprises three Eclipse plug-ins, which can be briefly described as follows: (i) a set of Wizards aimed at supporting the software modernization engineer during refactoring activities; (ii) a change propagation module that keeps the internal metamodels synchronized; and (iii) a plug-in that supports the selection and reuse of the refactorings available in the repository. Moreover, we developed a domain specific language to minimize the effort required to instantiate SRMs. We carried out an evaluation that simulates how software modernization engineers would go about refactoring KDM instances. Our results would seem to suggest that our approach, when automated by our tool, provides several advantages to software modernization engineers refactoring systems represented by KDMs.

A Modernização Dirigida a Arquitetura (do inglês - Architecture-Driven Modernization (ADM)) é uma iniciativa do Object Management Group (OMG) no sentido de padronizar os tradicionais processos de reengenharia de software utilizando metamodelos. O metamodelo mais importante da ADM é o Knowledge Discovery Metamodel (KDM), cujo objetivo é representar todos artefatos de um determinado sistema, de forma independente de linguagem e plataforma. Um passo primordial durante processos de modernização de software é a aplicação de refatorações. No entanto, até o presente momento, há carência de abordagens que tratam das questões referentes a refatorações no contexto da ADM, desde a criação até a aplicação das mesmas. Além disso, atualmente, não existe uma forma sistemática e controlada de facilitar o reúso de refatorações que são específicas do KDM. Diante disso, são apresentados uma abordagem para criação e disponibilização de refatorações para o metamodelo KDM e um apoio ferramental que permite aplicá-las em diagramas de classe da UML. A abordagem possui dois passos: (i) o primeiro envolve passos que apoiam o engenheiro de modernização durante a criação de refatorações para o KDM; (ii) o segundo resume-se na especificação das refatorações por meio da criação de instâncias do metamodelo Structured Refactoring Metamodel (SRM) e posterior disponibilização delas em um repositório. O apoio ferramental, denominado KDM-RE, é composto por três plug-ins do Eclipse: (i) o primeiro consiste em um conjunto de Wizards que apoia o engenheiro de software na aplicação das refatorações em diagramas de classe UML; (ii) o segundo consiste em um módulo de propagação de mudanças, permitindo manter modelos internos do KDM sincronizados; (iii) o terceiro fornece apoio à importação e reúso de refatorações disponíveis no repositório. Além disso, o terceiro módulo também contém uma linguagem específica de domínio, a qual é utilizada para auxiliar o engenheiro de software a instanciar o metamodelo SRM. Foi realizado um experimento, buscando reproduzir os cenários em que engenheiros de software realizam refatorações em instâncias do metamodelo KDM. Os resultados mostraram que a abordagem, bem como o apoio ferramental podem trazer benefícios para o engenheiro de software durante a atividade de aplicação de refatorações em sistemas, representados pelo metamodelo KDM. / Architecture Driven Modernization (ADM) is an initiative of the Object Management Group (OMG) whose main purpose is to provide standard metamodels that enable the conduction of modernization activities as reverse engineering and software transformation. In this context, the most important metamodel is the Knowledge Discovery Metamodel (KDM), whose objective is to represent software artifacts in a language- and platform-agnostic fashion. A fundamental step during software modernization is refactoring. However, there is a lack of approaches that address how refactoring can be applied in conjunction with ADM. In addition, few efforts have investigated how refactorings can be reused and systematically applied within the context of KDM representations. We propose an approach for creating and cataloging refactorings tailored to KDM. Our approach is twofold: (i) the first part comprises steps that help the software modernization engineer create KDM-compliant refactorings; (ii) the second part has to do with turning these refactoring descriptions into Structured Refactoring Metamodel (SRM) and making them available to be reused. To automate these activities, we developed a tool that makes it possible to apply refactorings to Unified Modeling Language (UML) class diagrams. Our tool, named KDM-RE, comprises three Eclipse plug-ins, which can be briefly described as follows: (i) a set of Wizards aimed at supporting the software modernization engineer during refactoring activities; (ii) a change propagation module that keeps the internal metamodels synchronized; and (iii) a plug-in that supports the selection and reuse of the refactorings available in the repository. Moreover, we developed a domain specific language to minimize the effort required to instantiate SRMs. We carried out an evaluation that simulates how software modernization engineers would go about refactoring KDM instances. Our results would seem to suggest that our approach, when automated by our tool, provides several advantages to software modernization engineers refactoring systems represented by KDMs.

LBIC is a technique for scanning the local quantum efficiency of solar cells. This kind of measurements needs a highly specialized, and time critical controlling software. In 1996 the client, professor Markus Rinio, constructed an LBIC system, and wrote the controlling software as a Turbo-Pascal 7.0 application, running under the MS-DOS 6.22 operating system. By now (2018) both the software and several hardware components are in dire need to be modernized. This thesis thoroughly describes several important aspects of this work, and the considerations needed for a successful result. This includes both very foundational choices about the software architecture, the choice of suitable operating system, the threading model, and the adaptation to new hardware with vastly different behavior. The project also included a new hardware module for position reports and instrument triggering, as well as several adaptations to transform the DOS-based LBIC software into a pleasant modern GUI application.

Web Systems are widely used and accepted due to their advantages over traditional desktop applications. Modernization of existing non-Web software towards the Web, however, is a complex and challenging task due to Legacy System characteristics. Independent Software Vendors are struggling to commence Web Migration because of the involved effort and risk. Through systematic field research and problem analysis, this situation is further analyzed, deriving a set of requirements that represent the effort and risk concerns and are used to assess the state of the art in the field. Existing Web Migration research exhibits gaps concerning dedicated approaches for the initial phase and feasibility of the proposed strategies with limited resources and expertise. This thesis proposes a solution to address the shortcomings above and support Independent Software Vendors to commence Web Migration, focusing on effort and risk. The main idea is to provide a set of dedicated solutions to close the identified gaps in the form of a methodology and a supporting toolsuite that transfer paradigms successfully solving similar problems in other areas of computer science into the Web Migration domain. These solutions constitute the proposed approach called Agile Web Migration for SMEs (AWSM), consisting of methods, tools, principles, and formalisms for reverse engineering, risk management, customer impact control, and migration strategy selection. The thesis describes the research on the devised ideas in the context of a collaboration project with an Independent Software Vendor. Applicability and feasibility of the concepts are demonstrated in several evaluation experiments, integrating empirical user studies and objective measurements. The thesis concludes with an evaluation based on requirements assessment and application of the solutions in the application scenario, and it provides an outlook towards future work.:1 Introduction 2 Requirements Analysis 3 State of the Art 4 Addressing Effort and Risk Concerns in Web Migration 5 AWSM Reverse Engineering Method 6 AWSM Risk Management Method 7 AWSM Customer Impact Control Method 8 Evaluation 9 Conclusion and Outlook / Web-basierte Software-Systeme werden weithin verwendet und akzeptiert aufgrund ihrer Vorteile gegenüber traditionellen Desktopanwendungen. Die Modernisierung von Nicht-Web-Software zu Web-Software stellt jedoch wegen der Charakteristika von Legacy-Systemen eine komplexe und herausfordernde Aufgabe dar. Unabhängigen Softwareproduzenten (Independent Software Vendors) fällt es schwer, Web Migration zu initiieren aufgrund des damit einhergehenden Aufwands und Risikos. Durch systematische Primärerhebungen und Problemanalyse wird diese Situation weitergehend untersucht und eine Reihe von Anforderungen abgeleitet, welche die Aufwands- und Riskobedenken repräsentieren und verwendet werden, um den Stand der Technik in diesem Gebiet zu bewerten. Existierende Web Migration Forschung weist Mängel hinsichtlich von dedizierten Ansätzen für die initiale Phase und der Machbarkeit der vorgeschlagenen Strategien mit begrenzten Ressourcen und begrenzter Expertise auf. Diese Dissertation schlägt eine Lösung für die oben ausgeführten Mängel vor, um unabhängige Softwareproduzenten bei der Initiierung einer Web Migration zu unterstützen, welche sich auf ihre Bedenken bezüglich des Aufwands und Risikos fokussiert. Die Grundidee ist es eine Sammlung von dedizierten Lösungen für die identifizierten Mängel in Form einer Methodologie und einer Reihe von unterstützenden Werkzeugen anzubieten, welche Paradigmen, die erfolgreich ähnliche Probleme in anderen Gebieten der Informatik lösen konnten, in die Web Migration Domäne transferieren. Diese Lösungen ergeben den vorgeschlagenen Ansatz, Agile Web Migration for SMEs (AWSM), welcher aus Methoden, Werkzeugen, Prinzipien und Formalismen für Reverse Engineering, Riskomanagement, Customer Impact Control und Migrationsstrategieauswahl bestehen. Die Dissertation beschreibt die Forschung an den im Rahmen einer Industriekooperation mit einem unabhängigen Softwareproduzenten entwickelten Ideen. Anwendbarkeit und Machbarkeit der Konzepte werden in mehreren Evaluationsexperimenten, welche empirische Nutzerstudien mit objektiven Messungen verbinden, demonstriert. Die Dissertation schließt mit einer bewertenden Evaluation basierend auf den Anforderungen und auf dem Einsatz der Lösungen im Anwendungsszenario, sowie einem Ausblick auf weiterführende Arbeiten.:1 Introduction 2 Requirements Analysis 3 State of the Art 4 Addressing Effort and Risk Concerns in Web Migration 5 AWSM Reverse Engineering Method 6 AWSM Risk Management Method 7 AWSM Customer Impact Control Method 8 Evaluation 9 Conclusion and Outlook