DOs and DON Ts playing DOORS seriously Dr Bernd

DOs and DON‘Ts playing DOORS seriously Dr. Bernd GRAHLMANN Bernd@Grahlmann. net www. grahlmann. net +33 (0) 6 82 86 68 03 1

My experiences / Your situation n Today: Independent Requirements Management and DOORS consultant / trainer Last 3 years: Global manager for Requirements Management (in particular, DOORS) for GE Medical Systems (involving about 2000 engineers worldwide, cross modalities). Before: Ph. D. + 6 years project manager (software development: 500 kloc, 30 programmers) Telelogic UGC’ 2002 UK n n n Company with a considerable engineering percentage Opportunities for improvements in the area of requirements management Open for or (better) already committed to DOORS Want to implement / roll out fast and avoid pitfalls Don’t want to waste resources, money, time, … © Bernd@Grahlmann. net 2

Overview n n n n Intro + situation DOORS related tasks Infrastructure (server, client, integrations) Training / consultancy / communications Coaching / champions Measuring / piloting / reporting Profiting from others Summary / Questions Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 3

DOORS related tasks n DOORS help desk: ¨ ¨ n n Telelogic follow-up Maintaining FAQ and problem DB User DB with training and version status ¨ Licenses, maintenance, contract, … ¨ Budget, financing, … ¨ DOORS IT: DOORS/DOORSNet server installs / upgrades / tests / backup / restore / trouble shooting ¨ Provide client installs ¨ Test new versions ¨ n n n Maintaining internal web site (see slide) Training (material, organization, giving, … - see slide) Process, guidelines, templates (see slide) Telelogic UGC’ 2002 UK Administration n n (for FDA, FAA, CMM, …): DOORS validation DOORS & integrations development: ¨ ¨ n DXL development Telelogic or 3 rd party development DOORS evangelist © Bernd@Grahlmann. net 4

Infrastructure (server) n One server / multiple servers: ¨ ¨ ¨ ¨ ¨ n Server architecture: ¨ ¨ n How is your company organized (distributed or local, collaborating or separated projects)? Single- or multi-site licenses? Network speed? Working hours? Workload, space requirements, …? Political issues? Separate test server? Separate DOORSNet server? Simultaneous upgrade issues? Unix (Sun) or Windows or (in the future) CITRIX? Failback approach? Mirrored disks (backup)? Separate (redundant) license server? Write detailed guidelines for installation, upgrade, trouble shooting, backup, restore, shut-down, …! Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 5

Infrastructure (clients) n Out-of-the-box Telelogic install or own install? ¨ ¨ ¨ n n How often do you intend to upgrade? How many users? How many different OS versions (95/98/2000/NT/XP, English, Japanese, German, …)? User qualification? Company / personal DXL scripts? DOORS invocation scripts? DOORS training DB and/or DOORS templates/guidelines? DB of DOORS client installations? DNS? Thin or thick client? Remove (part of) license utility? Test, test! Write detailed guidelines for install, upgrade, launch, …! Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 6

Infrastructure (integrations) n DOORS is only one part of the puzzle! Interface with configuration management ¨ Interface with defect tracking ¨ Interface with modeling tools ¨ Embedded in Product Data Management (e. g. e. Matrix): ¨ n Opportunities: ¨ ¨ ¨ n Traceability among all product related data Web-view on baselines … Issues: ¨ ¨ Permissions 1 -1 DOORS (project->folder->project->module->object) to e. Matrix translation is needed Handling of DOORS attributes Update of published information after update/deletion in DOORS Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 7

Training (pre work) n Develop templates and guidelines ¨ Templates (with sections, standard text, attributes and attribute types, views, link set up, help, guiding, …) for: n n n ¨ user requirements system requirements subsystem requirements various test plans/results use cases … Guidelines including: n n n n Contacts Scope and traceability overview Standards New project set-up Document life-cycle Module templates Various tasks in more detail Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 8

Training n n Requirements management and thus DOORS are not simple / not everyone is an expert => engineers need to be trained well !!! (in addition, training may be an FDA, … requirement) Perfect world: Customized trainings (integrate templates & guidelines, skip unnecessary, adapt everything, own examples/exercises, …) ¨ Professional trainer ¨ DOORS expert ¨ Expert for all aspects of your company / area ¨ n Different trainings: ¨ ¨ ¨ Overview (2 -3 hours) DOORS for testers (0, 5 – 1 day) General (2 days, may be split in two parts) Project workshops (3 -5 days) Expert trainings (short sessions on individual topics or 2 -5 days) Train-the-trainer (3 -5 days) Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 9

Traceability: Guidelines - Training n n Training curriculum based on DOORS guidelines ensured by links between both DOORS modules. Training uses specific tasks from the guidelines as examples. Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 10

Other ‘training’ possibilities n Best practices workshops ¨ ¨ ¨ n Great internal experience exchange Encourages all to work a bit more / better Team building Nice event / conference character ‘sponsor’ and time/energy needed Regular T-confs to spread news and discuss specific topics (like partition/rejoin, migration, printing to PDF, user administration, permission set-up, managing multiple products with mulitple releases in one module, …) ¨ ¨ ¨ Expert building Open DOORS to newcomers Team building … Time/energy needed (lots of testing, documenting, …) Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 11

Example of Best Practices WS Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 12

Internal DOORS website n n Great communication mechanism! Information on: ¨ ¨ ¨ ¨ News Company DOORS strategy Company DOORS client/server architecture DOORS client install guidelines (with downloads) FAQ Training (plan, slides, contact) Templates / Guidelines Demos DOORSNet overview, guideline and link Online help Admin corner DOORS purchase / contract / licenses … DOORS add-ons White papers Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 13

Coaching / validation n Continuous coaching and validation are important: ¨ ¨ ¨ ¨ Provide instant help for simple problems Provide quick help for medium problems Contact expert and follow-up for tricky problems Provide general ‘get started’ help Quick routine checks (general structure, permissions, …) to catch standard errors / problems Regular more detailed one-on-one checks (detailed structure, link set-up, OLEs, attributes, views, analyses, detailed permissions, DOORSNet publishing, baselines, deleted objects, printing, …) Real internal audits Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 14

Possible DOORS team structure US pe ro core team with influence Eu Mgr with direct & indirect influence si a A poles, modalities, programs, … champions with influence Mgr teams writing requirements, validation & verification Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 15

Measuring / piloting / reporting You need internal buy-in: n Measuring ¨ ¨ n Piloting ¨ ¨ ¨ n (If at all possible) spend time on measuring Discuss, identify, document and get accepted measures Measure projects done in the ‘old-fashioned’ way Continuously measure projects done in the ‘new’ way (If at all possible) test the developed templates / guidelines on one or more pilot projects first Use pilots to improve Use pilots to measure / document success in order to have a strong communication argument Reporting ¨ ¨ ¨ Provide short weekly reports on progress, news, links and (from time to time) issues Creates ‘being established as standard’, awareness, contacts, … Provide either regular (e. g. quarterly) or occasion-based longer reports (in particular to upper management) Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 16

Profit from others !!! Doing everything on your own is expensive and almost impossible => n User conferences (great opportunities, meet others, learn from them, establish contacts, meet the developers, project manager, discuss your issues) – if possible also go to the US UGC n (if you qualify) Wolfpack meetings (get insights, first hand infos, best contacts, you’ll be better informed than Telelogic sales team ; -) n Webinars (in particular, on specific topics, for free, with questions session, …) n Telelogic web site: ¨ ¨ ¨ ¨ n White papers (less interactive, but often very much worth the time, for free) Automate (monthly newsletter) UGC presentations Special interest groups DXL discussion forums Demos Help, known bugs, … Community network Telelogic UGC’ 2002 UK © Bernd@Grahlmann. net 17

Summary / Questions n n DOORS is a great tool! But, requirements management (in particular) in big, distributed (maybe, multinational) companies is not easy. Avoid pitfalls, implement it the right way and your company will benefit big times. Do not hesitate to contact me on details, trainings, consultancy: Bernd@Grahlmann. net www. grahlmann. net +33 (0) 6 82 86 68 03 Telelogic UGC’ 2002 UK n n n n Intro + situation DOORS related tasks Infrastructure Training Coaching / champions Measuring / piloting / reporting Profiting from others © Bernd@Grahlmann. net 18