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需求管理工具 Reqtify 用户手册.pdf

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Reqtify User Manual Reqtify 2009-1 © Geensys www.geensys.com - support@geensys.com
Table of contents 1 HOW TO USE THIS DOCUMENTATION .................................................................. 6 1.1 1.2 1.3 Documentation Overview ..................................................................................................... 6 Important Product Documentation ..................................................................................... 7 Getting Started ...................................................................................................................... 7 2 CAPTURE AND ANALYSIS PROCESS ...................................................................... 8 Capture and Analysis Process—Related Documentation ................................................. 8 2.1 2.2 Section Traceability Elements ......................................................................................................... 10 10 10 10 10 10 11 11 11 11 2.2.1 2.2.2 Macro-requirement 2.2.3 Requirement 2.2.4 Entity 2.2.5 Reference 2.2.6 Attribute 2.2.7 2.2.8 2.2.9 Reference Attribute Link Text 2.3 Compliance with Quality Standards ................................................................................. 11 3 MAIN WINDOW ........................................................................................................... 12 3.1 Main Window Presentation ............................................................................................... 13 3.2 Menu Bar ............................................................................................................................. 14 14 14 15 16 17 3.2.1 File Menu 3.2.2 Edit Menu 3.2.3 View Menu 3.2.4 Tools Menu 3.2.5 Reports Menu 3.3 3.4 3.5 Tool Bar ............................................................................................................................... 17 Status Bar ............................................................................................................................ 19 Project Workspace .............................................................................................................. 19 3.6 Management View .............................................................................................................. 19 19 21 3.6.1 Description 3.6.2 Context Menu 3.7 Coverage Analysis View ..................................................................................................... 22 22 23 3.7.1 Description 3.7.2 Context Menu 3.8 Impact Analysis View ......................................................................................................... 25 25 3.8.1 Description
3.8.2 Context Menu 26 3.9 Context Menu Graphical View.................................................................................................................... 27 27 30 3.9.1 Description 3.9.2 3.10 Requirement Details View .................................................................................................. 32 32 33 3.10.1 Description 3.10.2 Context Menus 4 CONFIGURATION DIALOG BOX ............................................................................ 34 4.1 4.2 Overview .............................................................................................................................. 34 Restricted Access to the Configuration Dialog Box ......................................................... 35 4.3 Management of Concurrent Access ................................................................................... 36 36 37 4.3.1 4.3.2 User Changes Management Control Access on Reqtify Activities 5 PROJECT CONFIGURATION ................................................................................... 38 5.1 5.2 Objectives............................................................................................................................. 38 Description ........................................................................................................................... 39 40 41 41 5.2.1 Document Details Area 5.2.2 Creating Tools 5.2.3 Undo and Redo 5.3 5.4 5.5 5.6 5.7 Adding a Document ............................................................................................................ 41 Adding Coverage Links between Documents ................................................................... 42 Adding a Folder................................................................................................................... 43 Folders and Coverage Links .............................................................................................. 44 Document Covered by Combination of several Others ................................................... 46 5.8 Modification Documents .................................................................................................... 47 5.9 Importing an Existing Project ........................................................................................... 49 6 PROJECT OPTIONS .................................................................................................... 50 6.1 Overview of the Options Dialog Box ................................................................................. 50 51 6.1.1 Overview of the Options panes 7 MANAGING THE ANALYSIS RESULTS ................................................................. 54 7.1 7.2 Rules Checking .................................................................................................................... 55 Using Views.......................................................................................................................... 55 55 55 57 59 7.2.1 Using the Management View 7.2.2 Using the Coverage Analysis View 7.2.3 Using the Impact Analysis View 7.2.4 Using the Graphical View 7.3 7.4 Displaying Requirement and Reference Types ................................................................ 59 Filters Usage and Advanced Analysis ............................................................................... 59
7.4.1 Display Reducing Filters 7.4.2 Defining Filters 7.4.3 Applying Filters to Project Analysis Results 7.4.4 Impact of Filters Definition 60 61 63 64 7.5 Understanding the Coverage Ratios .................................................................................. 64 64 64 64 65 Coverage Ratio for Combined Coverage Coverage Ratio in the Management View Impact of Filters on Coverage Ratios 7.5.1 General Case 7.5.2 7.5.3 7.5.4 7.6 Using Folders ....................................................................................................................... 67 67 68 69 70 Coverage Link between a Low Level Folder and a High Level Folder Coverage Links between Documents in a Folder Coverage Links between a Lower Level Folder and a High Level Document Coverage Links between Lower Level Documents and a High Level Folder 7.6.1 7.6.2 7.6.3 7.6.4 7.7 Using Macro-requirement .................................................................................................. 71 71 72 Propagation of Elements Attached to the Macro-requirement Coverage of Requirements Contained in a Macro-requirement 7.7.1 7.7.2 7.8 Using Requirements Hierarchy ......................................................................................... 74 8 USING REQTIFY TO CREATE INFORMATION ................................................... 76 8.1 Adding Traceability Information in your Project Documents ....................................... 76 76 Features for Insertion of Coverage Information in Project Files 8.1.1 8.2 Adding Information from Reqtify—Basic Capabilities ................................................... 77 78 79 80 81 82 84 84 85 8.2.1 Adding Covering Links 8.2.2 Adding Attributes 8.2.3 Modification of the Added Attributes 8.2.4 Deleting Added Attributes 8.2.5 Adding Reference Attributes 8.2.6 Deleting Added Reference Attributes 8.2.7 Adding Text 8.2.8 Consistency Checking for Added Information 8.3 Adding Information from Reqtify—Advanced Capabilities ........................................... 85 86 86 8.3.1 8.3.2 Add Information to the Project Analysis Results Include Types for Added Elements in your Project Configuration 8.4 Marks ................................................................................................................................... 89 89 91 92 93 8.4.1 Automatic and Persistent Highlight of Modifications 8.4.2 Automatic Highlight of Search Results 8.4.3 8.4.4 Using Marks in Filters Creating your own Marks 9 DETECTION OF REQUIREMENT CHANGES ....................................................... 95 9.1 9.2 9.3 Automatic Detection Modified Elements .......................................................................... 95 Using Marks ........................................................................................................................ 96 Using Snapshots .................................................................................................................. 96 99 99 9.3.1 9.3.2 Using Snapshots to compare Results Creating a Snapshot
9.3.3 9.3.4 Opening a Snapshot Element History 100 101 10 RULES CHECK AND ERROR MESSAGES ........................................................... 102 10.1 Critical Error Messages ................................................................................................... 102 10.2 Error Messages.................................................................................................................. 102 10.3 Warning Messages ............................................................................................................ 105 11 GENERATING REPORTS ......................................................................................... 107 11.1 Generating the Traceability Matrix Report ................................................................... 107 11.2 Generating the Analysis Results Report ......................................................................... 109 11.3 Generating the Project Description Report .................................................................... 110 11.4 Generating the Upstream Impact Analysis Report........................................................ 111 11.5 Generating the Downstream Impact Analysis Report ................................................... 112 11.6 Generating the Synthesis of Added Information Report............................................... 114 11.7 Generating the Rules Checking Report .......................................................................... 114 11.8 Customizing your Report Style ........................................................................................ 115 116 118 11.8.1 Word document generation 11.8.2 Excel generation 12 OVERVIEW OF THE PRODUCT WORK FILES .................................................. 120 12.1 Main Configuration Files in the Installation Directory ................................................. 120 120 121 121 12.1.1 Types Definition 12.1.2 Report Templates 12.1.3 Templates for Report Styles 12.2 Adding Configuration Files in the Project Directory .................................................... 122 122 122 123 12.2.1 Types Definition 12.2.2 Report Templates 12.2.3 Templates for Report Styles 12.3 Information File Project Files ....................................................................................................................... 123 123 123 124 124 12.3.1 Project Configuration File 12.3.2 Analysis Results File 12.3.3 12.3.4 Filter Definition File 12.4 Environment Variables Declaration ................................................................................ 124 124 125 12.4.1 TMP Environment Variable 12.4.2 Debugging Directory 13 INDEX ........................................................................................................................... 126 14 LIST OF FIGURES ..................................................................................................... 129
1 HOW TO USE THIS DOCUMENTATION This chapter introduces the organization of the documentation. You can read about these topics in: Documentation Overview Important Product Documentation Getting Started 1.1 Documentation Overview The Reqtify documentation is organized as shown in the following figure: Figure 1.1: Documentation Overview There is one Coupling Note per tool interfaced with Reqtify. These notes describe how Reqtify brings to the engine the information to be analyzed, using either the third party tool API, or dedicated converter, or any other convenient solution. This part is dedicated to administrators or users in charge of Reqtify customization, in relation with the Customization Guide. The Coupling Notes also explain to users how Reqtify interacts with their authoring and verification tool. Reqtify - User Manual- Page 6
The Customization Guide explains how you indicate to Reqtify the relevant information that should be picked up in the intermediate files. Such information can include: what are the requirements, attributes, coverage links, and so on. In other words, the Customization Guide explains how to implement your requirement standards in Reqtify. The User Manual explains how to use Reqtify on your projects, such as how to describe your project's process, how to understand the analysis results, how to filter them, how to generate reports. Aspects directly linked to the use of authoring and verification tools are detailed in the Coupling Note for the concerned tool. 1.2 Important Product Documentation Users need to read the User Manual and the Users part of the Coupling Notes for the tools they use (for example Coupling Word, Coupling DOORS, etc.). Administrators or Users who need to implement their requirements standards and to customize Reqtify need to: Read the Coupling Notes for the tool used in the project or process. This will enable you to understand how the source information is converted and analyzed by the engine. Read the Customization Guide and play the Tutorial (direct links included in the Customization Guide, step by step). Read the User Manual for more information about requirements management aspects and displays of analysis results by Reqtify. This will enable you to understand users concerns and to properly support them. 1.3 Getting Started The best way to familiarize yourself with Reqtify is to complete the following tasks: Read the Getting Started guide to familiarize yourself with the main windows, concepts and features. Read and complete the tutorial example in that Getting Started. Review the other sections in the User Manual, and familiarize yourself with all the windows, features and analysis results calculation. Reqtify - User Manual- Page 7
2 CAPTURE AND ANALYSIS PROCESS This chapter explains how the source information is captured and analyzed. You can read about these topics in: Capture and Analysis Process—Related Documentation Traceability Elements Compliance with Quality Standards 2.1 Capture and Analysis Process—Related Documentation In order for proper customization to take place, there needs to be a clear understanding of the analysis process. As depicted below, several steps have to be considered: The source information is brought to the engine by converters. These converters transform the information natively stored in the interfaced tool to an intermediate file containing the information in a format that the engine can analyze. The engine uses the definition of your requirements standards (what is the expected format for requirements, attributes, etc.) to identify elements compliant with this definition in the intermediate file. The engine also uses the project definition, indicating how the intermediate files are supposed to be linked together. This allows the engine to calculate coverage ratios, check consistency rules, etc. The information is stored as “analysis results”. The results can be filtered to allow more oriented analysis. The results are displayed, produced in reports, or can be exported in tools to automate parts of the requirements management process. Reqtify - User Manual- Page 8
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