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Requirement Management

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0% found this document useful (0 votes)
23 views110 pages

Requirement Management

This is the document of SRE

Uploaded by

hw209261
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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Requirements Management

Table of Contents
• Introduction to Requirements Management
• Traceability
• Baselines
• Change Management
• Requirements Management Tools

• A factor present in every successful project and absent in


every unsuccessful project is sufficient attention to
requirements.
[1] Suzanne
1
& James Robertson, “Requirements-Led Project Management”, Addison-Wesley, 2004
2
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
3
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction to Requirements
Management
Introduction Traceability Baselines Change Management Requirements Management
Tools
Why Do Requirements Change?
• Change in software development: as inevitable as difficult to
control!
• Better understanding: new requirements become apparent
• Everything else is changing…
• Business

• Context

• Technologies

• Markets

• …
• Possible responses to change
• Add, modify, or remove requirements

5
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Some Problems Due to Changing Requirements
• Requirements changing towards the end of development
without any impact assessment

• Unmatched/outdated requirements specifications causing


confusion and unnecessary rework

• Time spent coding, writing test cases or documentation for


requirements that no longer exist

6
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Management
• A systematic approach to eliciting, organizing, and
documenting the requirement of the system, and a process
that establishes and maintains agreement between the
customer and the project team on the changing requirements
of the system.1

[1] Leffingwell & Widrig 1999, p.16


7
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Management Activities (1)
• Requirements management includes all activities intended to
maintain the integrity and accuracy of expected requirements
• Manage changes to agreed requirements
• Manage changes to baseline (increments)
• Keep project plans synchronized with requirements
• Control versions of individual requirements and versions of
requirements documents
• Manage relationships between requirements
• Managing the dependencies between the requirements document and
other documents produced in the systems engineering process
• Track requirements status

8
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Management Activities (2)

Source: Wiegers, 1999


9
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Development (RD) and Management (RM)

Source: Wiegers, 1999


10
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
From Management to Tools
• Changes lead to a need for management
• There is no management without:
• Traceability
• Baselines enabling comparisons
• From a practical point of view, there is no traceability or
management without appropriate tools

In theory, practice and theory are


similar…
But in practice they are different ☺
11
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Change Factors (1)
• Requirements errors, conflicts, and inconsistencies
• May be detected at any phase (when requirements are analyzed,
specified, validated, or implemented)
• Evolving customer/user knowledge of the system
• When the requirements are developed, customers/users
simultaneously develop a better understanding of what they really
need
• Technical, schedule, or cost problems
• Difficult to plan and know everything in advance
• We may have to revisit the list of requirements and adapt it to the
current situation

12
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Change Factors (2)
• Changing customer priorities, new needs
• May be caused by a change in the system environment (technological,
business, political...), i.e., the context
• Business and strategic goals may change
• May be caused by the arrival of a new competitor
• Laws and regulations may change
• Collaborating systems may change
• May also be caused by technology changes in the enterprise
(migration to a new operating system, DBMS…)
• May be caused by organizational changes (organizational structure,
business processes, employees…)

13
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Volatility
• Requirements continuously change
• While the requirements are being elicited, analyzed, specified, and
validated and after the system has gone into service
• Some requirements are usually more subject to change than
others
• Stable requirements are concerned with the essence of a system and
its application domain
• Derived from the client’s principal business activities or the domain model

• They change more slowly than volatile requirements

• E.g., a hospital will always have doctors, nurses, patients…

• Volatile requirements are specific to the instantiation of the system in a


particular environment for a particular customer at a particular time
• E.g., in a hospital, we can think of requirements related to the policies of 14
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Types of Volatile Requirements
• Mutable requirements
• These are requirements which change because of changes to the
environment in which the system is operating
• Emergent requirements
• These are requirements which cannot be completely defined when the
system is specified but which emerge as the system is designed and
implemented
• Consequential requirements
• These are requirements which are based on assumptions about how
the system will be used
• Once the system is in place, some of these assumptions will be wrong
• Compatibility requirements
• These are requirements which depend on other equipment, 15
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Expectations of Requirements Management (1)
• Identification of individual requirements

• Traceability from highest level requirements to


implementation
• Established via links through a requirements database
• Links between requirements and design models, tests, code…
• Coverage and consistency analysis
• What are the traceability policies? What types of links? From where?
To where?

• Impact assessments of proposed changes


• Analysis tools let you see which other requirements (and other linked
artifacts) will be affected by a change 16
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Expectations of Requirements Management (2)
• Controlled access to current project information
• A shared database ensures that all users are working with current
data (consistency, parallel access)
• A central repository allows all users to see the information that they
need to see (visibility)

• Change control
• Change proposal system implements controlled process for managing
change
• How do we collect, document, and address changes?

• Deployment of required tool support


• To help manage requirements change 17
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Identification of Requirements
• It is essential for requirements management that every
requirement has a unique identification
• The most common approach is requirements numbering based on
chapter/section in the requirements document
• There are several problems with this approach
• Numbers cannot be unambiguously assigned until the document is
complete
• Assigning chapter/section numbers is an implicit classification of the
requirements 🡺 may mislead readers of the document into thinking
that the most important relationships are with requirements in the
same section

18
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Identification Techniques
• Dynamic renumbering
• Some word processing systems allow for automatic renumbering of
paragraphs and the inclusion of cross references
• As you reorganise your document and add new requirements, the
system keeps track of the cross references and automatically
renumbers your requirements depending on its chapter, section, and
position within the section
• Database record identification
• When a requirement is identified, it is entered in a requirements
database and a database record identifier is assigned which is then
used for all subsequent references to the requirement
• Symbolic identification
• Requirements can be identified by giving them a symbolic name which
19
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
BTW, Requirements Have Attributes!
• Apart from an identifier, requirements should have attributes
that establish context and background, and go beyond the
requirement description
• For filtering, analysis, metrics…
• Creation date, Last update, Author, Stakeholders (Owners / Source)
• Version number
• Status, Priority, Importance, Stability
• Rationale, Comments
• Acceptance criteria
• Subsystem / Product release number
• …
• The more complex the project, the richer the attributes…
• Many attributes are predefined in RM tools, others are 20
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Attributes
• Classes and attributes of a requirements management
database

• Select only the necessary attributes!


21
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Objects and Attributes

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Statuses
• Help manage the requirement lifecycle
• Their number and nature depend on the process in place
• Example of a set of statuses:
• Proposed: by some stakeholder
• Approved: part of baseline, committed to implement
• Rejected: after evaluation
• Implemented: designed and implemented
• Verified: Relevant tests have passed
• Deleted: Removed from list
• RM includes amongst its tasks the tracking of the status of all
requirements during the project

23
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Version Control
• Another essential aspect of requirements management
• Every version of a requirement needs to be uniquely identified
• The last version of a requirement must be available to all team
members
• Changes need to be documented and clearly communicated
• A version identifier must be updated with every change to the
requirement
• Requirements documents should include
• A revision history: changes, dates, by whom, why...
• Standard markers for revisions (e.g., strikethrough or underlined text,
coloring, line markers…)
• Version control tool may be used
• To store and manage the revision history 24
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Traceability
Introduction Traceability Baselines Change Management Requirements Management
Tools
Traceability?
• "Can I ask you some questions?"

• "By all means."

• "Okay. Well, for starters I'll have


who, what, when and where and
then wither, whence and
wherefore for a follow-up, and
then one bit side-order of why."

Source: Zaphod Beeblebrox & Zarniwoop, The Hitchhiker's Guide to the Galaxy
26
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Traceability Quotes (1)
• Requirements traceability refers to the ability to describe and
follow the life of a requirement, in both forwards and
backwards direction (i.e., from its origins, through its
development and specification, to its subsequent deployment
and use, and through all periods of ongoing refinement and
iteration in any of these phases)”.1
• A software requirements specification is traceable if the origin
of each of its requirements is clear and if it facilitates the
referencing of each requirement in future development or
enhancement documentation.2
• Traceability gives essential assistance in understanding the
relationships that exist within and across software
requirements, design, and implementation.3
[1] Gotel & Finkelstein, 1994; [2] IEEE Standard 830-1998; [3] Palmer, 2000; [4] Watkins and Neal, 1994
• A link or relationship defined between entities.4 27
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Traceability Quotes (2)
• Traceability is often mandated by contracts and standards.1
• E.g., military and aerospace
• One cannot manage what cannot be traced.2
• Traceability information helps assess the impact of changes
to requirements, connecting these requirements as well as
requirements for other representations of the system.3
• Traceability is a property of a system description technique
that allows changes in one of the three system descriptions –
requirements, specifications, implementation – to be traced to
the corresponding portions of the other descriptions. The
correspondence should be maintained through the lifetime of
the system.4
[1-2] Watkins and Neal, 1994; [3] Kotonya and Sommerville, 1998; [4] Greenspan, McGowan, 1978
28
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Importance of Traceability (1)
• Requirements cannot be managed effectively without
requirements traceability
• A requirement is traceable if you can discover who suggested the
requirement, why the requirement exists, what requirements are
related to it, and how that requirement relates to other information
such as systems designs, implementations and user documentation

29
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Importance of Traceability (2)
• Benefits of traceability
• Prevents losing knowledge
• Supports the verification process (certification, localization of defects)
• Impact analysis
• Change control
• Process monitoring (e.g., missing links indicate completion level)
• Improved software quality (make changes correctly and completely)
• Reengineering (define traceability links is a way to record reverse
engineering knowledge)
• Reuse (by identifying what goes with a requirement: design, code…)
• Risk reduction (e.g., if a team member with key knowledge leaves)

30
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Traceability Difficulties
• Various stakeholders require different information
• Huge amount of requirements traceability information must be
tracked and maintained
• Manual creation of links is very demanding
• Likely the most annoying problem
• Specialized tools must be used
• Integrating heterogeneous models/information from/to
different sources (requirements, design, tests, code,
documentation, rationales…) is not trivial

• Requires organizational commitment (with an understanding


of the potential benefits)
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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Backward and Forward Traceability (1)
• Backward traceability
• To previous stages of development
• Depends upon each element explicitly referencing its source in earlier
documents
• Forward traceability
• To all documents spawned by a document
• Depends upon each element in the document having a unique name
or reference number

Source of figure: Kotonya and Sommerville


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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Backward and Forward Traceability (2)
• Top to bottom from requirements’ point of view
• Forward-to traceability
• Links other documents (which may have preceded the requirements
document) to relevant requirements

• Help validation

• Help evaluate which requirements are affected by changes to users’ needs

• Forward-from traceability
• Links requirements to the design and implementation components

• Help assure that all requirements have been satisfied

33
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Backward and Forward Traceability (3)
• Bottom to top from requirements’ point of view
• Backward-to traceability
• Links design and implementation components back to requirements

• Help determine why each item is designed/implemented

• Backward-from traceability
• Links requirements to their sources in other documents or people

• Help validation

• Help evaluate how changes to requirements impact stakeholders needs

34
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Types of Traceability (1)
• Requirements – source traceability
• Links requirements with a person or document
• Requirements – rationale traceability
• Requirements – requirements traceability
• Links requirements with other requirements which are, in some way,
dependent on them
• Requirements – architecture traceability
• Links requirements with the subsystems where these requirements
are implemented (particularly important where subsystems are being
developed by different subcontractors)
• Requirements – design traceability
• Links requirements with specific hardware or software components in
the system which are used to implement the requirement 35
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Types of Traceability (2)
• Requirements – interface traceability
• Links requirements with the interfaces of external systems which are
used in the provision of the requirements
• Requirements – feature traceability
• Requirements – tests traceability
• Links requirements with test cases verifying them (used to verify that
the requirement is implemented)
• Requirements – code traceability
• Generally not directly established, but can be inferred

36
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Representation – Traceability Table
• Show the relationships between requirements or between
requirements and other artifacts
• Table can be set up to show links between several different
elements
• Backward and forward traceability
• Difficult to capture different types of links

37
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Representation – Traceability Matrix
• Define links between pairs of elements
• E.g., requirements to requirement, use case to requirement,
requirement to test case…
• Can be used to defined relationships between pairs
• E.g., specifies/is specified by, depends on, is parent of, constrains…
• More amenable to automation than traceability table

38
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Representation – Traceability List
• Traceability matrices become more of a problem when there
are hundreds or thousands of requirements as the matrices
become large and are sparsely populated
• A simplified form of a traceability matrix may be used where,
along with each requirement description, one or more lists of
the identifiers of related requirements are maintained

39
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – DOORS Links
• A relationship between two objects in the DOORS database
is established using a link
• One source object and one destination object
• Links can be followed in either direction
• Possible to have many links between the same two objects
• Links also have types and attributes!

40
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Creating and Accessing Links

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Exploring Traceability Links

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Link Matrix View

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Hierarchical Link View

44
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Filtering View (Query on Attributes)

45
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Types of Analysis
• Impact Analysis
• Analyze out-links (which objects in other modules are affected when
this module is changed)
• Traceability Analysis
• Analyze in-links (changes in these objects will affect this module)
• May involve multiple levels of objects/documents

46
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Multi-Module Traceability
User Reqts Technical Reqts Design Test Cases

47
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Traceability and Software Artefacts
DOORS: TAU/Architect & TAU/Developer:
Requirements Management & Traceability System Modeling & Code Generation

SYNERGY/Change:
Work Orders SYNERGY/CM:
Engineering
Tasks

ActiveCM:
Controlled Code Modules

48
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Analysis with Wizard

Orphans
indicate missing
links

49
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
What are Suspect Links?
If documents are linked

… a change by … shows up as a
this user warning flag to
here… this user here.

• Proactively know when changes effect your requirements


• Suspect link indicates that element may have been affected
by a change
50
• Help ensure ripple effects of changes are considered SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Suspect Links
• Visible as indicators or with change notes (added/deleted)

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Traceability Planning
• Planning traceability? Yes, just like any other project!
• Who are the stakeholders?
• What are the needs (analysis, reports…)?
• Useful, measurable, feasible objectives

• Definition of links and attributes


• Can some be inferred automatically?

• Process (who collects and when to collect traceability information)


• Roles, access

• Data/link input and updates

• Exceptional situations (e.g., lack of time)

• Representations, queries, tools


• …
52
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Factors to Consider during Planning (1)
• Number of requirements
• The greater the number of requirements, the more the need for formal
traceability policies
• Expected system lifetime
• More comprehensive traceability policies should be defined for
systems which have a long lifetime
• Maturity level of organization
• Detailed traceability policies are more likely to be implemented and
used properly in a cost-effective way in organizations which have a
higher level of process maturity
• Size of project and team
• The larger the project or team, the greater the need for formal
traceability policies 53
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Factors to Consider during Planning (2)
• Type of system
• Critical systems such as hard real-time control systems or safety-
critical systems need more comprehensive traceability policies than
non-critical systems
• Additional constraints from customer
• E.g., compliance to military standard
• Traceability links should be defined by whoever has the
appropriate information available

54
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Modeling Traceability
• The types of links to use (and their attributes) must be
defined for different types of requirements
• It is a design problem!

• May be modeled with a UML class diagram (metamodel)


• Object types (classes)
• Object attributes (attributes)
• Structure of folders, modules, objects
• Stereotypes, composition…

• Link types (associations)


• Satisfies, tests, refines, contains, contributes to, threatens, justifies…

• Link attributes (association classes)


55
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – UCM Models Imported in DOORS
• Associations describe internal links

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – UCM External Links in DOORS

(Use Cases)
Requirements
User
Satisfies
Requirements
System Satisfies
(Subsystem)
Requirements
Software

Satisfies Satisfies
Satisfies Satisfies

UCMs
UCMs
(System
(User Level)
Level)

Tests Tests Tests Tests

Tests Tests
conventional
Acceptance Functional links
external UCM links

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – Automatic Link Generation (1)
• Important to minimize the manual effort for link creation

manual links

Map UCMs manual & generated links


Refines
(Resp.) generated links
Refines
(Use Cases) * Map.Stub
Requirements
User
* Map.Resp References UCMs
(Scenarios
Bound To

Bound To Traced By )
Scenario.
Resp

*
Map.Comp
Requirements
UCMs
System
References

UCMs (Maps) (Comp.) User


Level

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – Automatic Link Generation (2)

manual links

Map UCMs manual & generated links

Refines
(Resp.) generated links
Refines
Requirements * Map.Stub
generated links
System (incomplete)

* Map.Resp References UCMs


(Scenarios
Bound To

Bound To Traced By )
Scenario.
Resp

*
Map.Comp
Tests
UCMs
Functional
References

UCMs (Maps) (Comp.) System


Level

59
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Types of Traceability Links
• Note the types of links in the previous examples, as well as
the types of objects they relate
• Satisfies, Tests
• Refines, References, Contains...
• Others could be created
• Contributes, Contradicts, Justifies, Depends on...

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Other Example of Traceability Links

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Cardinality of Traceability Links
• Depending on the traceability information, the cardinality of
traceability links may be
• One-to-one
• E.g., one design element to one code module

• One-to-many
• E.g., one functional requirement verified by multiple test cases

• Many-to-many
• E.g., a use case may lead to multiple functional requirement, and a
functional requirement may be common to several use cases

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Advice for DOORS Links
• Direction of links
• From the most concrete to the most abstract
• To avoid access rights issues
• To make use of the integrated analysis routines of DOORS

• Link Modules
• One module per type of link
• NEVER use default module (should not even be offered)
• To avoid maintenance problems
• Specific types facilitate analysis and filtering

63
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Baselines
Introduction Traceability Baselines Change Management Requirements Management
Tools
Baseline
• Non-modifiable (read-only) version of a document
• Describes a moment in time
• May include multiple documents at the same time
• Enables document comparison and management
• Comes with a change history for the document
• Information on objects, attributes, and links created, deleted, or edited
since the creation of the baseline
• Often also contains information on user sessions (when the document
was opened, by whom…)
• Requires access control

• It is advisable to establish a baseline for a new document that


is imported into the document management system 65
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Baseline for Requirements
• Represents the set of functional and non-functional
requirements that the development team has committed to
implement in a specific release
• Before going into the baseline, the requirements should be
reviewed and approved by stakeholders
• Once in the baseline, all changes should follow a defined
change control process
Baselin
e
● Different viewpoints ● Shared understanding
● No formal documents ● Configuration management
● Always changing ● Change management

66
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Introduction Traceability Baselines Change Management Requirements Management
Tools
Baseline Usage
• Baselines may be
• Created
• Complete image of requirements state at a given time

• Deleted
• Visualized
• Possibility to go back

• Compared
• To see changes since a certain time

• Copied
• Signed
• For authorization, contract

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Baseline Compare

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Module Compare
• Change analysis between versions

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Change Management
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management (1)
The more things change…
If you see change not as
an enemy, but as a
welcome friend, you will
secure the most valuable
prize of all – the future…

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management (2)
• Concerned with the procedures, processes, and standards
which are used to manage changes to a system requirements
• Change management policies may cover
• The change request process and the information required to process
each change request
• The process used to analyse the impact and costs of change and the
associated traceability information
• The membership of the body that formally considers change requests
• Software support (if any) for the change control process

• A change request may have a status as well as requirements


• E.g., proposed, rejected, accepted, included...
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Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management Process
• Some requirements problem is identified
• Could come from an analysis of the requirements, new customer
needs, or operational problems with the system
• The requirements are analysed using problem information and
requirements changes are proposed
• The proposed changes are analysed
• How many requirements (and, if necessary, system components) are
affected? Roughly how much would cost, in both time and money?
• The change is implemented
• A set of amendments to the requirements document or a new
document version is produced (of course this should be validated with
whatever normal quality checking procedures are in place)

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Request Form
• Proposed changes are usually recorded on a change request
form which is then passed to all of the people involved in the
analysis of the change
• Change request forms may include
• Date, Customer, Requester, Product including version
• Description of change request including rationale
• Fields to document the change analysis
• Signature fields
• Status
• Comments

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Analysis and Costing – Example
customers may misunderstand requirements and
their context and suggest unnecessary changes
with the help of traceability information

risk is too high

negotiations with customers


consequential changes may be
unacceptable to user/customer cost/time required for the implementation
of change is too high/long
Source of figure: Kotonya and Sommerville
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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Different Management Aspects
• Change Management
• How does a customer submit change requests?
• How is this request being monitored, prioritized, and implemented?
• Configuration Management
• Versioning, labelling, and tracking code and other components during
the development cycle of software
• Release Management
• Defines how and when different hardware and software will be made
available together as a product

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Tool Support for Change Management
• May be provided through requirements management tools or
through configuration management tools
• Tool facilities may include
• Electronic change request forms which are filled in by different
participants in the process
• A database to store and manage requests
• A change model which may be instantiated so that people responsible
for one stage of the process know who is responsible for the next
process activity
• Electronic transfer of forms between people with different
responsibilities and electronic mail notification when activities have
been completed
• Electronic signatures
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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – DOORS Change Proposal System (1)
• The Change Proposal System (CPS) allows people to access
DOORS modules and to propose changes (without
immediately changing the modules)
• This allows for feedback and the application of changes in a
controlled manner

• An administrator controls the visibility of data as well as who


is allowed to propose change requests

• DOORS can also be integrated with SYNERGY


• Version/change management system

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Example – DOORS Change Proposal System (2)
E-
mail

Changes from all


users including
DOORSnet
i tted ted
m p
Sub Changes reviewed Acc
e

on-line
Read-only
user submits
w
“Change Proposal” e vie r ther
In R Fu arch
e
Res

xt
Hold Ne se ted
On e lea je c
R Re

• Manage change;
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no surprises SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management with DOORS/SYNERGY (1)
• Standard DOORS module

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management with DOORS/SYNERGY (2)
• Select a SYNERGY change request

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management with DOORS/SYNERGY (3)
• Perform appropriate changes

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management with DOORS/SYNERGY (4)
• Changes managed by SYNERGY/Change

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Change Management with DOORS/SYNERGY (5)
• Once approved, the change request can be applied to
DOORS

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Requirements Management Tools
Introduction Traceability Baselines Change Management Requirements Management
Tools
What Kind of Tool Do We Need?
• Different companies will use different tools, which may or may
not be tailored to the requirements management task
• Word processor (Microsoft Word with templates…)
• Spreadsheet (Microsoft Excel…)
• Industrial-strength, commercial RM tools
• IBM/Telelogic DOORS, IBM Requisite Pro, Borland CaliberRM…

• Internal tools
• GenSpec (Hydro-Quebec)…

• Open source RM tools


• OSRMT: http://sourceforge.net/projects/osrmt

• Bug tracking tools (free or not)


• Bugzilla…
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Introduction Traceability Baselines Change Management Requirements Management
Tools
What Should We Look For in a Tool?
• Types/attributes for • Requirements document
requirements and links generation
• Specifications and models • Monitoring of requirements
• Version and change statuses
management • Access control
• Database repository • Import/export
• Traceability • Communication with
• Analysis (impact, stakeholders
completeness, style, • Scripting language (for
differences…) automation)
• Automatic inspection of • Reuse of requirements,
requirements (according to models, projects
rules) •… 87
SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
RM Tool Architecture – Example

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Requirements Management Implies Integration!

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Approaches – Document or Database? (1)
• Requirements have to be stored in such a way that they can
be accessed easily and related to other requirements

• Document (e.g., Word)


• Easy to use, easy to access, simple training
• Requirements are all stored in the requirements document
• It is easy to produce the final requirements document
• But: Traceability? Status reports? Granularity of requirements? Search
and navigation facilities? Change management? Version control?
Analysis? Simultaneous access control?...

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Approaches – Document or Database? (2)
• Database (e.g., DOORS)
• Good for management, controlled access, links, analysis, reports
• Good query and navigation facilities
• Support for change and version management
• But: hard (and costly) to configure, manage, and use; link between the
database and the requirements document must be maintained (final
requirements document must be generated)
• Ideally: Target the benefits of both
• E.g., DOORS and RequisitePro offer integrations with Word
(import/export) as well as document-oriented views (for the “look and
feel”…)

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
How About Evolving the Process Itself?
• Evolution of requirements types
• Adding / modifying / deleting
• Attributes

• Link types

• Requirements status

• …

• Evolution of change management


• Adding / modifying / deleting
• Attributes

• Lifecycle status

• Forms
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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Thinking About Getting a RM Tool?
• The list of potential criteria and the list of products can be
rather long…
• See the INCOSE study:
http://www.incose.org/ProductsPubs/Products/rmsurvey.aspx
• About 25 tools and 80 criteria, with explanations

• Which are relevant to you, in your context (project,


organization…)?
• Need a goal model to define criteria and for assessment!

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Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Database View

Deleted Folder

Folders

Formal Modules
Projects
Link
modules

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Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Displayed Information
Object or
Column Section
“No change since Headin
baseline” Number Object
g
change-bar (green / blue) Heading
Use in
Graphical view

Use as
Object DataTip
Identifier

Link
Indicato
r
Object
“Changed this session” Text Current
change-bar, unsaved (red) Object
“Changed since baseline”
change-bar, saved (yellow)

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Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Multi-User Editing
• Make required edits, and unlock to allow others access

Mod
e
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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
DOORS – Integration with UML 2.0

• Linkable UML 2.0 diagrams and


element objects, via the Analyst
plug-in (Tau G2 UML 2.0 editor)

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Tools
DOORS – Integration with URN

• Linkable URN diagrams and


element objects, via the DXL
export plug-in for jUCMNav

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Introduction Traceability Baselines Change Management Requirements Management
Tools
TWiki Overview
• A generic Wiki tool (TWiki.org)
• Promotes collaboration
• Database-driven
• Access and version control
• Forms and queries
• State-based workflows (processes)
• Text and graphics
• Lightweight, extensible (plug-in architecture)
• Example of Forms and Queries
• Requirements:
http://cserg0.site.uottawa.ca/twiki/bin/view/ProjetSEG/UCMNavRequirements

• Library: http://cserg0.site.uottawa.ca/twiki/bin/view/UCM/UCMVirtualLibrary
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Tools
TWiki for Requirements Management

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
Twiki – Requirement Example

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Introduction Traceability Baselines Change Management Requirements Management
Tools
TWiki – Requirement Form Example

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Using TWiki…
• We have:
• Requirement types description with configurable statuses & attributes
• Bidirectional links (WikiWords)
• Configurable requests, filtering, reports
• Access control and version management (showing differences)
• Change management (again with forms, process, etc.)
• Discussions, attachment of documents/images
• Export (HTML)
• Scripting language (Perl)
• But do we really have:
• Graphical view of traceability?
• Editable tables (à la Excel/Word)?
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Tools
IBM Requisite Pro

✔Keep your team on track

Microsoft Word
Database

✔3 interfaces - work the way you


Web
want
✔Document centric or database
centric - your choice
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Tools
IBM Requisite Pro – Types, Attributes, and Views

✔ User defined requirement


types
✔ User defined attributes
✔ User defined filters (views)
✔ Saved views

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Tools
IBM Requisite Pro – Traceability

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SEG3101 (Fall 2009). Requirements Management. © 2009 Gunter Mussbacher
Introduction Traceability Baselines Change Management Requirements Management
Tools
IBM Requisite Pro – Change Management

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Introduction Traceability Baselines Change Management Requirements Management
Tools
IBM Requisite Pro – Integration

✔ IBM Rational TestManager ✔ IBM Rational XDE and IBM Rational


✔ Testers view current state Rose, Rational Software Architect and
of requirements from their tool Rational Software Modeler
✔ Developers view current state of
requirements from their tool

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Tools
Genspec

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Introduction Traceability Baselines Change Management Requirements Management
Tools
Genspec – Automated Inspection of Specification

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