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Best Practices for Effective DOORS
                                   Implementation

                                  Ashwini Patil, IBM India
                                    Advisory Manager



                                  Select View/Master/Slide Master to add Session Number Here



© 2009 IBM Corporation
IBM Rational Software Conference 2009


AGENDA

     Overview of DOORS
     Project Architecture in DOORS
           Database schema
           Module framework
           Setting linking schema
           Application of access rights
           Importing legacy data from Word
           Baselines/Baseline sets

     Summary
     Demo
     Questions

                                             2
IBM Rational Software Conference 2009




                      Overview Of DOORS
IBM Rational Software Conference 2009


What is DOORS?

       Rational DOORS is the market and technology leader for
       Requirements Management
       A requirements management tool with:
             Multi-user document access
             Extensive access controls
             Change control & tracking
             Requirement linking
             Filtering & sorting of data
             Traceability & impact analysis support
IBM Rational Software Conference 2009


Database Structure


 Database
   Root


                                                  Content
   Project



                                        Formal
   Folder                               Modules
                           Navigation
IBM Rational Software Conference 2009


Modules




                                        Module Explorer
IBM Rational Software Conference 2009


DOORS Item Entity Relationship

          Items                                  Users*                 Access Rights
     • Project                           • Individuals                • Read

     • Folder                            • Groups                     • Create
                            have                          with
     • Module                            • Everyone                   • Modify
     • Object                                                         • Delete
                                                                      • Admin

                                        are of
                                                                            Powers
                                         User Types *
                                                                     • Create Project
                                   • Standard                        • Archive Data
                                   • Project Manager
                                                          can have • Partition Data
                                   • Database Manager                • Create Groups
                                   • Custom                          • Create Users
                                                                     • Manage Database
IBM Rational Software Conference 2009


DOORS Data Exchange Options




      Other options include
      * Partition/Rejoin, RIF
      * Archive/Restore
      * DXL based data Exchange Tools
IBM Rational Software Conference 2009


DOORS Integrations - Current

                                            Focal Point


        Rational ClearCase                                       MS Team
          & ClearQuest                                          Foundation
                                                                  Server

                                                                             Change
                                                                       System Architect
                   Eclipse                    DOORS
                                                                              TAU
                                                                           Rhapsody
                                                                       Publishing Engine

            Rational Rose
                                                               Rational Quality Manager

                                          Rational Software
                                        Development Platform
IBM Rational Software Conference 2009




                  Project Architecture in DOORS
IBM Rational Software Conference 2009


Database Schema

     How to organize data?


     When use projects and folders?


     Naming convention?
IBM Rational Software Conference 2009


Database Schema contd.




                                        Example of Project Template
IBM Rational Software Conference 2009


Module framework
                                        Template Example
Create a new module or use an
archetype


Using archetypes enables re-use
of the consistent schema and the
best practices in the organization.
IBM Rational Software Conference 2009


Module framework

   Module considerations to optimize performance
      History/Baselines
      Shareable Edit
      Views (default) –Module explorer, Layout/Attribute DXL
      Deleted Non-Purged Objects
      OLEs
      Tables
IBM Rational Software Conference 2009


History/Baselines
IBM Rational Software Conference 2009


Shareable edit


                                        Setup for sharing the
                                        module at levels 1, 2 or 3.


                                        Open the module in
                                        exclusive edit mode and
                                        save on a periodic basis
IBM Rational Software Conference 2009


Views (default)
    Module Explorer/Layout/Attribute DXL
IBM Rational Software Conference 2009


Deleted Non-Purged Objects
IBM Rational Software Conference 2009


OLEs
IBM Rational Software Conference 2009


Tables

      Use OLE for tables if:


      The entire table represents a single requirement
      The table does not contain requirements, and the data can be easily displayed in an
        OLE object


      Convert the table to DOORS text objects if:


      Entire rows or columns represent single requirements
      You want to be able to display and modify attribute values in a separate column for
        each requirement in the table
IBM Rational Software Conference 2009




Setting linking schema

      Direction and Type of Links


      Use of DOORS Links


      Link Enforcement
IBM Rational Software Conference 2009


 Direction and Type of Links
 Direction of links

Architecture     System           Stakeholder
  design       requirements      requirements
                                                Type of Links


                                                 Satisfies links
                                                 Verification links
                                                 Recursive links
                                                 Confirms to links
IBM Rational Software Conference 2009


Use of DOORS Links

                                        “DOORS Links” is the default
IBM Rational Software Conference 2009


Link Enforcement




   Only allow outgoing links as specified in the above list
   Ensure every rule has a defined linkset
IBM Rational Software Conference 2009


Access Rights Application

  Database


  Items                                 Folder     or      Project



  Sub-items                      Folder     or   Project   or   Module
                                                                               Views



                                                  Attribute     Objects     Attribute
                                                 Definitions                 Types

                                                                Attribute
                                                                 Values
IBM Rational Software Conference 2009


Access Control Strategies
     Use strict controls at top levels
        Prevent accidental data moves and copies
     Use propagation to allow easier access
        Each project/level can have separate access
     Use groups rather than named users
     Use groups for common permissions
        Set project access to “None”
        Explicitly allocate rights through groups
     No one (except the Admin Groups) should have access to anything as a
     default.
        Users who are both Admins and Engineers should have two accounts to keep the work
        done separate.
IBM Rational Software Conference 2009


Access Control Strategies - Example


             Users:                          Project A
                                             Project A
             User1                                                                Objects
             User2                                                       Module
             User3
             User4
             User5
                            DB
             User6                           Project B
                                             Project B
                         Access:                                                   Objects
                         Everyone: R
                                                                         Module
                                                  Access :
                                                  Project B Group:RC         Access :
                                                  Everyone Else: None        Project B Group:RMDC
                                                  Propagate with C: MD       Everyone Else: None



   Group                Project A Group   Project B Group
                        User1             User2
  Definitions           User2             User4
                        User3             User5
                                          User6
IBM Rational Software Conference 2009


 Baselines

              changes                    changes                 changes

current 0.0                  current               current 1.0             current 1.1
                               0.1




     Baseline 0.1                  Baseline 1.0            Baseline 1.1

                 Module
                 history                                                                 Time


  Some basic guidelines :
  Minor baseline after initial import, after reformat , prior to purge of deleted objects
  Major baseline after Review, consensus, Build Definition.
IBM Rational Software Conference 2009


Baseline sets

                  Stakeholder
                 requirements

                                          System
                                        requirements    Test Cases




          Baseline 1.1                   Baseline 2.1        Baseline 1.3
          Stakeholder                      System
                                                              Test Cases    Baseline Set
         Requirements                    Requirements


                                  Release Candidate 1
IBM Rational Software Conference 2009




                     Importing Legacy data from Word
Level 1 DOORS Heading
IBM Rational Software Conference 2009
                                        Level 2 DOORS Text Object
                                        Level 2 DOORS Heading
Word Paragraph Styles                   Level 3 DOORS Text Object
IBM Rational Software Conference 2009


Checking Styles
IBM Rational Software Conference 2009


Export to DOORS
IBM Rational Software Conference 2009




                                  Summary
IBM Rational Software Conference 2009



Benefits


      Re-usability
      Performance optimization
      Traceability/Impact Analysis
      Effective word imports
      Effective Management of Access Controls
IBM Rational Software Conference 2009


What RM Best Practice Means to Stakeholders

                                            Engineers                       Middle Managers                              Executives
                                                                                                                                               Customer
                                                                                                                          Demonstrate         Satisfaction/
                                                                                                                          Regulatory /        Stakeholder
                                                                                                                          Contractual            Needs
                                                                                                             Manage Scope Compliance
Improvement in Requirements Quality




                                                                                                              & Impact of                 Conform with
                                                                                                                Change                     Standards
                                                                                                                                         (CMMI. SPICE,
                                                                                                         Handle                               ISO)
                                                                                                        Complexity     Deliver to Cost
                                                                                                                          & Schedule
                                                                                         Reqts
                                                                                                                          Constraints
                                                                                      Distribution
                                                                                                       Multi-level
                                                                                                         Visible
                                                                         Re-use                       Traceability
                                                                                                     between Reqts
                                                                                   Role-Based
                                                                                    Access
                                               Visible Context
                                                                   Tailorable RM
                                       Scalable
                                                                      Process
                                       Common
                                      Repository
                                                   Audit Trail


                                                                 Increased use of Requirements Management Good Practices
IBM Rational Software Conference 2009




Acknowledgement



  Ian Zimmermann, IBM Software Group


  Bob Parro, River North Solutions
IBM Rational Software Conference 2009




                                        38
IBM Rational Software Conference 2009




                                        39
IBM Rational Software Conference 2009




© Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind,
express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have
the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM
software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities
referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature
availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines
Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.


                                                                                                                                                                                                40

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Best practices for effective doors implementation-Ashwini Patil

  • 1. Best Practices for Effective DOORS Implementation Ashwini Patil, IBM India Advisory Manager Select View/Master/Slide Master to add Session Number Here © 2009 IBM Corporation
  • 2. IBM Rational Software Conference 2009 AGENDA Overview of DOORS Project Architecture in DOORS Database schema Module framework Setting linking schema Application of access rights Importing legacy data from Word Baselines/Baseline sets Summary Demo Questions 2
  • 3. IBM Rational Software Conference 2009 Overview Of DOORS
  • 4. IBM Rational Software Conference 2009 What is DOORS? Rational DOORS is the market and technology leader for Requirements Management A requirements management tool with: Multi-user document access Extensive access controls Change control & tracking Requirement linking Filtering & sorting of data Traceability & impact analysis support
  • 5. IBM Rational Software Conference 2009 Database Structure Database Root Content Project Formal Folder Modules Navigation
  • 6. IBM Rational Software Conference 2009 Modules Module Explorer
  • 7. IBM Rational Software Conference 2009 DOORS Item Entity Relationship Items Users* Access Rights • Project • Individuals • Read • Folder • Groups • Create have with • Module • Everyone • Modify • Object • Delete • Admin are of Powers User Types * • Create Project • Standard • Archive Data • Project Manager can have • Partition Data • Database Manager • Create Groups • Custom • Create Users • Manage Database
  • 8. IBM Rational Software Conference 2009 DOORS Data Exchange Options Other options include * Partition/Rejoin, RIF * Archive/Restore * DXL based data Exchange Tools
  • 9. IBM Rational Software Conference 2009 DOORS Integrations - Current Focal Point Rational ClearCase MS Team & ClearQuest Foundation Server Change System Architect Eclipse DOORS TAU Rhapsody Publishing Engine Rational Rose Rational Quality Manager Rational Software Development Platform
  • 10. IBM Rational Software Conference 2009 Project Architecture in DOORS
  • 11. IBM Rational Software Conference 2009 Database Schema How to organize data? When use projects and folders? Naming convention?
  • 12. IBM Rational Software Conference 2009 Database Schema contd. Example of Project Template
  • 13. IBM Rational Software Conference 2009 Module framework Template Example Create a new module or use an archetype Using archetypes enables re-use of the consistent schema and the best practices in the organization.
  • 14. IBM Rational Software Conference 2009 Module framework Module considerations to optimize performance History/Baselines Shareable Edit Views (default) –Module explorer, Layout/Attribute DXL Deleted Non-Purged Objects OLEs Tables
  • 15. IBM Rational Software Conference 2009 History/Baselines
  • 16. IBM Rational Software Conference 2009 Shareable edit Setup for sharing the module at levels 1, 2 or 3. Open the module in exclusive edit mode and save on a periodic basis
  • 17. IBM Rational Software Conference 2009 Views (default) Module Explorer/Layout/Attribute DXL
  • 18. IBM Rational Software Conference 2009 Deleted Non-Purged Objects
  • 19. IBM Rational Software Conference 2009 OLEs
  • 20. IBM Rational Software Conference 2009 Tables Use OLE for tables if: The entire table represents a single requirement The table does not contain requirements, and the data can be easily displayed in an OLE object Convert the table to DOORS text objects if: Entire rows or columns represent single requirements You want to be able to display and modify attribute values in a separate column for each requirement in the table
  • 21. IBM Rational Software Conference 2009 Setting linking schema Direction and Type of Links Use of DOORS Links Link Enforcement
  • 22. IBM Rational Software Conference 2009 Direction and Type of Links Direction of links Architecture System Stakeholder design requirements requirements Type of Links Satisfies links Verification links Recursive links Confirms to links
  • 23. IBM Rational Software Conference 2009 Use of DOORS Links “DOORS Links” is the default
  • 24. IBM Rational Software Conference 2009 Link Enforcement Only allow outgoing links as specified in the above list Ensure every rule has a defined linkset
  • 25. IBM Rational Software Conference 2009 Access Rights Application Database Items Folder or Project Sub-items Folder or Project or Module Views Attribute Objects Attribute Definitions Types Attribute Values
  • 26. IBM Rational Software Conference 2009 Access Control Strategies Use strict controls at top levels Prevent accidental data moves and copies Use propagation to allow easier access Each project/level can have separate access Use groups rather than named users Use groups for common permissions Set project access to “None” Explicitly allocate rights through groups No one (except the Admin Groups) should have access to anything as a default. Users who are both Admins and Engineers should have two accounts to keep the work done separate.
  • 27. IBM Rational Software Conference 2009 Access Control Strategies - Example Users: Project A Project A User1 Objects User2 Module User3 User4 User5 DB User6 Project B Project B Access: Objects Everyone: R Module Access : Project B Group:RC Access : Everyone Else: None Project B Group:RMDC Propagate with C: MD Everyone Else: None Group Project A Group Project B Group User1 User2 Definitions User2 User4 User3 User5 User6
  • 28. IBM Rational Software Conference 2009 Baselines changes changes changes current 0.0 current current 1.0 current 1.1 0.1 Baseline 0.1 Baseline 1.0 Baseline 1.1 Module history Time Some basic guidelines : Minor baseline after initial import, after reformat , prior to purge of deleted objects Major baseline after Review, consensus, Build Definition.
  • 29. IBM Rational Software Conference 2009 Baseline sets Stakeholder requirements System requirements Test Cases Baseline 1.1 Baseline 2.1 Baseline 1.3 Stakeholder System Test Cases Baseline Set Requirements Requirements Release Candidate 1
  • 30. IBM Rational Software Conference 2009 Importing Legacy data from Word
  • 31. Level 1 DOORS Heading IBM Rational Software Conference 2009 Level 2 DOORS Text Object Level 2 DOORS Heading Word Paragraph Styles Level 3 DOORS Text Object
  • 32. IBM Rational Software Conference 2009 Checking Styles
  • 33. IBM Rational Software Conference 2009 Export to DOORS
  • 34. IBM Rational Software Conference 2009 Summary
  • 35. IBM Rational Software Conference 2009 Benefits Re-usability Performance optimization Traceability/Impact Analysis Effective word imports Effective Management of Access Controls
  • 36. IBM Rational Software Conference 2009 What RM Best Practice Means to Stakeholders Engineers Middle Managers Executives Customer Demonstrate Satisfaction/ Regulatory / Stakeholder Contractual Needs Manage Scope Compliance Improvement in Requirements Quality & Impact of Conform with Change Standards (CMMI. SPICE, Handle ISO) Complexity Deliver to Cost & Schedule Reqts Constraints Distribution Multi-level Visible Re-use Traceability between Reqts Role-Based Access Visible Context Tailorable RM Scalable Process Common Repository Audit Trail Increased use of Requirements Management Good Practices
  • 37. IBM Rational Software Conference 2009 Acknowledgement Ian Zimmermann, IBM Software Group Bob Parro, River North Solutions
  • 38. IBM Rational Software Conference 2009 38
  • 39. IBM Rational Software Conference 2009 39
  • 40. IBM Rational Software Conference 2009 © Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 40