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1 DOs and DONTs playing DOORS seriously Dr. Bernd GRAHLMANN Bernd@Grahlmann.net www.grahlmann.net +33 (0) 6 82 86 68 03
© Bernd@Grahlmann.net 2 Telelogic UGC2002 UK 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) My experiences / Your situation 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) 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 Dont want to waste resources, money, time, … 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 Dont want to waste resources, money, time, …
© Bernd@Grahlmann.net 3 Telelogic UGC2002 UK Overview Intro + situation DOORS related tasks Infrastructure (server, client, integrations) Training / consultancy / communications Coaching / champions Measuring / piloting / reporting Profiting from others Summary / Questions
© Bernd@Grahlmann.net 4 Telelogic UGC2002 UK DOORS related tasks DOORS help desk: Telelogic follow-up Maintaining FAQ and problem DB DOORS IT: DOORS/DOORSNet server installs / upgrades / tests / backup / restore / trouble shooting Provide client installs Test new versions Maintaining internal web site (see slide) slide Training (material, organization, giving, … - see slide)slide Process, guidelines, templates (see slide)slide Administration User DB with training and version status Licenses, maintenance, contract, … Budget, financing, … (for FDA, FAA, CMM, …): DOORS validation DOORS & integrations development: DXL development Telelogic or 3rd party development DOORS evangelist
© Bernd@Grahlmann.net 5 Telelogic UGC2002 UK Infrastructure (server) One server / multiple servers: 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? Server architecture: 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, …!
© Bernd@Grahlmann.net 6 Telelogic UGC2002 UK Infrastructure (clients) Out-of-the-box Telelogic install or own install? 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, test! Write detailed guidelines for install, upgrade, launch, …!
© Bernd@Grahlmann.net 7 Telelogic UGC2002 UK Infrastructure (integrations) 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. eMatrix): EmbeddedeMatrix Opportunities: Traceability among all product related data Web-view on baselines … Issues: Permissions 1-1 DOORS (project->folder->project->module->object) to eMatrix translation is needed Handling of DOORS attributes Update of published information after update/deletion in DOORS
© Bernd@Grahlmann.net 8 Telelogic UGC2002 UK Training (pre work) Develop templates and guidelines Templates (with sections, standard text, attributes and attribute types, views, link set up, help, guiding, …) for: user requirements system requirements subsystem requirements various test plans/results use cases … Guidelines including: Contacts Scope and traceability overview Standards New project set-up Document life-cycle Module templates Various tasks in more detail
© Bernd@Grahlmann.net 9 Telelogic UGC2002 UK Training 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 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)
© Bernd@Grahlmann.net 10 Telelogic UGC2002 UK Traceability: Guidelines - Training Training curriculum based on DOORS guidelines ensured by links between both DOORS modules. Training uses specific tasks from the guidelines as examples.
© Bernd@Grahlmann.net 11 Telelogic UGC2002 UK Other training possibilities Best practices workshops 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, …)
© Bernd@Grahlmann.net 12 Telelogic UGC2002 UK Example of Best Practices WS
© Bernd@Grahlmann.net 13 Telelogic UGC2002 UK Internal DOORS website 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
© Bernd@Grahlmann.net 14 Telelogic UGC2002 UK Coaching / validation 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
© Bernd@Grahlmann.net 15 Telelogic UGC2002 UK core team with influence poles, modalities, programs, … champions with influence Mgr with direct & indirect influence teams writing requirements, validation & verification Europe US Asia Mgr Possible DOORS team structure
© Bernd@Grahlmann.net 16 Telelogic UGC2002 UK Measuring / piloting / reporting You need internal buy-in: Measuring (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 Piloting (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)
© Bernd@Grahlmann.net 17 Telelogic UGC2002 UK Profit from others !!! Doing everything on your own is expensive and almost impossible => 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 User conferences (if you qualify) Wolfpack meetings (get insights, first hand infos, best contacts, youll be better informed than Telelogic sales team ;-) Webinars (in particular, on specific topics, for free, with questions session, …) Webinars Telelogic web site: Telelogic web site White papers (less interactive, but often very much worth the time, for free) White papers Automate (monthly newsletter) Automate UGC presentations Special interest groups DXL discussion forums DXL Demos Help, known bugs, … Helpknown bugs Community network
© Bernd@Grahlmann.net 18 Telelogic UGC2002 UK DOORS is a great tool! But, requirements management (in particular) in big, distributed (maybe, multi- national) 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 DOORS is a great tool! But, requirements management (in particular) in big, distributed (maybe, multi- national) 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 Intro + situation DOORS related tasks Infrastructure Training Coaching / champions Measuring / piloting / reporting Profiting from others Intro + situation DOORS related tasks Infrastructure Training Coaching / champions Measuring / piloting / reporting Profiting from others Summary / Questions
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