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HOLIS Study Case

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1. e Flexible and modifiable lighting control for entire house e Futureproof As technology changes I d like compatibility with new technologies that might emerge e Attractive unobtrusive ergonomic e Fully independent and programmable or reconfigurable switches for each room in the house e Additional security and peace of mind e Intuitive operation I d like to be able to explain it to my technophobic mother e A reasonable system cost with low switch costs Easy and inexpensive to fix e Flexible switch configurations from one to seven buttons per switch e Out of sight out of mind e 100 percent reliability e Vacation security settings e Ability to create scenes such as special housewide lighting settings for a party e No increase in electrical or fire hazards in the home e Ability after a power failure to restore the lights the way they were Programmable by the homeowner using an existing PC Dimmers wherever the homeowner wants them Programmable by the homeowner without using a PC Programmable by somebody else so the homeowner doesn t have to do it e Ability to turn on some lights manually if the system fails e Interfaces to the home security system Interfaces to other home automation HVAC audio video and so on From the distributor s perspective e A competitive product offering Some strong product differentiation e An easy way to train salespeople e Abi
2. Software Product Manager homeowners Observers Facilitator Participants David President Eric Director Rosewind Emily VP and General Manager of Marketing Construction Raquel GM EuroControls John CEO Lumenations Automation Betty Krystel European Equip Electric distributor Lumenations Available members largest distributor of HOLIS software development team In general the workshop went very well and all participants were able to have their input heard Rick did a fine job of facilitating but one awkward period occurred when Rick got into an argument with Alyssa about priorities for a couple of features The team members decided that for any future workshop they would bring in an outside facilitator Rick led a brainstorming session on potential features for HOLIS and the team used cumulative voting to decide on relative priorities Table A 8 shows the results The Analysis of Results The results of the process turned out as expected except for two significant items 1 Built in security appeared very high on the priority list This feature had been mentioned in previous interviews but had not made it to the top of anyone s priority list After a quick offline review Alyssa noted that built in security such as the ability to flash lights an optional horn and optional emergency call out system was apparently not offered by any competitive system The distributors comment
3. Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 21 Return to Table of Contents ID Feature Votes Effort Risk 10 Interfaces to home automation system 43 High High 22 Gradual mode slowly increase decrease illumination 34 Med Low 26 Master control stations 31 High High 12 Easily expanded when remodeling 25 Med Med 25 Internationalized user interface 24 Med High 21 Interface to audio video system 23 High High 24 Restore after power fail 23 N A N A 17 Controls HVAC 22 High High 28 Voice activation 7 High High 27 Web site like user presentation 4 Med Low Table A 11 Baseline for HOLIS v1 0 Features ID Feature Votes Effort Risk Marketing Comments 23 Custom lighting scenes 121 Med Low As flexible as possible 16 Automatic timing settings for lights 107 Low Low As flexible as possible and so on 4 Built in security features lights 105 Low High Marketing to do more research alarms and bells 6 100 percent reliability 90 High High Get as close to 100 percent as possible 8 Easy to program non PC control 88 High Med Provide dedicated controller unit Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Pu
4. SR4 2 Message Number 0 255 Message numbers supported are Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 27 Return to Table of Contents 1 Normal key press 2 Emergency 3 Held down for the last 0 5 second SR4 3 Data each bit corresponding to a specific button on the key switch SR4 4 Message Acknowledgment In reply to the message from the Control Switch the CCU shall respond with the following message i where 55 hex is the dedicated address of the CCU FF hex is the Acknowledge Message code Received data returns the data byte received from the CCU and Checksum is the calculated checksum for the returned message 3 Usability 4 Reliability SR9 System availability must be greater than or equal to 99 99 SR10 The CCU shall have no defects that can interfere with normal operation of the homeowner s residence 5 Performance SR11 HOLIS shall execute event time schedules with an accuracy of 1 minute 5 seconds as measured by the sy
5. no current development Internationalized PC Programmer interface N A High Med Will become mandatory for version 2 0 Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 23 Return to Table of Contents ID 19 19 18 15 10 26 12 21 24 17 28 27 Feature Interface to home security system Automatically turn on closet lights when door opened Automatically turn on closet lights when door opened Turn on lights automatically when someone approaches a door Control lighting and so on via phone Interfaces to home automation system Master control stations Easily expanded when remodeling Interface to audio video system Restore after power fail Controls HVAC Voice activation Web site like user presentation Votes 52 55 55 50 44 43 31 25 23 23 22 Effort High Low Low Med High High High Med High N A High High Med Team Skill
6. 1 1 Basic flow lt 1sec in l I N A Light on Light goes Resident sec intervals off releases button before timer period ends Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 30 Return to Table of Contents Condition Condition Condition Button Button Button Pressed lt Pressed gt Released Test Timer Timer After Expected Case ID Scenario Description Period Period Being Held Condition Result 2 1 Basic flow lt 1sec in l I N A Light off Light goes Resident sec intervals on releases button before timer period ends 3 2 Alternate flow I 1 60 sec N A N A Light level Resident goes up and continuously down presses button continuously for longer than timer period 4 3 Resident I I V N A Light stays at releases switch last after brightness continuously pressing button HOLIS Sample Test Case 02 Test Round Trip Message Protocol REVISION HISTORY Revision Description Author Appendix A HOLIS Artifacts Managing Software Requirements A Use Cas
7. A 4 PC Programmer subsystem with actors Homeowner Homeowner s Central Programmer PC Control Unit Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 6 Return to Table of Contents Figure A 5 Central Control Unit subsystem with actors Lights and other Homeowner Programmer eS HOUS Ee oooo E Homeowner s PC z4 H Emergency Receiver TBD Central Control Unit i Control Lumenations Switch Services Actor Survey A number of actors will interact with HOLIS Table A 4 Table A 4 Actors for HOLIS Actor Comments Lights and other Output devices lights and dimmer controls others to be determined Homeowner Programmer Homeowner programs direct to Central Control Unit or through programmer PC Emergency Receiver Unknown under investigation Resident Homeowner using Control Switch to change lighting Lumenations Services Lumenations employees supporting remote programming and maintenance activities Appendix A HOLIS Artifacts Managing Software Requi
8. It s the structure of the team that s most important and by adding more developers and testers the structure of the HOLIS team scales well to a size of 30 50 people and commensurately larger software applications than HOLIS will require To address the new marketplace Lumenations has set up a new division the Home Lighting Automation Division Since the division and the technology are mostly new to Lumenations the HOLIS team has been assembled mostly from new hires although a few team members have been transferred from the Commercial Lighting Division Figure A 1 is an organization chart showing the development team and the relationships among the team members Figure A 1 The HOLIS software development team Lumenations Ltd Home Lighting Automation Division vP GM Software Team Organization Tracy Rick Director of Engineering Director of Marketing Marcy Software Mark Alyssa Product Development Architect saanager Manager Gene Earl Russ Software Software Software Developers Lead Lead Lead Team Skill 1 Analyzing the Problem Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistrib
9. configuration supported This way we can better manage the scope for release will be compatible with Windows 2000 and 1 0 Windows XP 7 The team will be allowed to hire two new full time The maximum allowable budget expansion limits us employees after a successful inception phase with to two new hires whatever skill set is determined to be necessary 8 The KCH5444 single chip microprocessor will be The company already uses this microprocessor used in the Control Switch 9 Purchased software components will be permitted as We want to avoid any long term cost of goods sold long as there is no continuing royalty obligation to impact for software the company Team Skill 2 Understanding User and Stakeholder Needs Summary of User Needs as Collected from Interviews A number of homeowners two distributors and one electrical contractor were interviewed From the homeowner s perspective Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 9 Return to Table of Contents
10. distributors and builders of high end residential systems And results in Few opportunities for marketplace differentiation and no new opportunities for higher margin products Benefits of a solution That comprised the right lighting automation solution could include Differentiation Higher revenues and higher profitability Increased market share System Block Diagram with Actors Identified Figure A 2 identifies the actors in this case study Figures A 3 A 4 and A 5 show the subsystem block diagrams Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 5 Return to Table of Contents Figure A 2 HOLIS with subsystems and actors Lights and other HOLIS 0000 ry T Central Resident Control Control Unit Emergency Switch Receiver TBD HOLIS A mee Homeowner PC i hom Lumenations Programmer Services Figure A 3 Control Switch subsystem with actors OS OOOO t i z E Resident Control Central Switch Control Unit Figure
11. our channels organization The software should support this need by whatever Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 19 Return to Table of Contents means are determined to be reasonable and viable This could include online help for an installer s guide and instruction manual a troubleshooting guide in process status assessment indication automated fault detection and so on Remainder of optional features deleted for brevity 5 3 Future Features Appendix A in the Vision document lists features that have been identified for possible future versions of the system Although we agree that no significant investment is to be made in these in v1 0 we do ask that the marketing and engineering teams review this list and wherever possible keep these needs in mind as the design and development of the v1 0 system proceeds 7 Other Product Requirements 7 1 Applicable Standards 7 2 System Requirements 7 3 Licensing Security and Installation 7 4 Performan
12. 5 Refining the System Definition Risk Marketing Comments High Can we at least provide a hardware interface Rick High High Med High High High Med High N A High High Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 24 Return to Table of Contents HOLIS Sample Use Case Control Light REVISION HISTORY Eis ca dics cai 4 14 03 Initial creation of Control Light use case 4 15 03 Added second pre condition to clarify operation Gavin QA lead Brief Description This use case prescribes the way in which lights are turned on and off and also how they are dimmed and brightened in accordance with how long the user presses a button on the Control Switch Basic Flow Basic flow begins when the Resident presses the On Off Dim button on the Control Switch When the Resident removes pressure on the On Off Dim button within the timer period the system toggles the state of the light as follows e Ifthe light is On the light is the
13. Appendix A HOLIS Artifacts Table of Contents Appendix A HOLIS Arita isccicscsccctesececacinaiesakecasecctscanesabnaasccatecs senadvaeanbahsaeeb a veenbasnees Background for the Case Study Team Skill 1 Analyzing the Problem ccccccceceeeeceeeeeeeeeeeeeeeeeeeeaaeeeeeeeeaaeeeeeeseceaaeeeeesecaaaeeeeeseeaaaeeeeeseceaeeeeessseaaeeeeseeeqeeeeeeees Team Skill 2 Understanding User and Stakeholder Needs Team Skill 3 Defining the System Team Skill 4 Managing Scope Team Skill 5 Refining the System Definition Team Skill 6 Building the Right System Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC This PDF is exclusively for your use in accordance with the Safari Terms of Service No part of it may be reproduced or transmitted in any form by any means without the prior written permission for reprints and excerpts from the publisher Redistribution or other use that violates the fair use priviledge under U S copyright laws see 17 USC107 or that otherwise violates the Safari Terms of Service is strictly prohibited Appendix A HOLIS Artifacts Page 1 Return to Table of Contents Appendix A HOLIS Artifacts Note Thi
14. Control Unit PC Programmer HOLIS Vision Document We present an abbreviated form of the HOLIS Vision document here with many sections omitted A full generic Vision document template which you might wish to adapt for your purposes appears in Appendix B Lumenations Ltd HOLIS Vision Document Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 16 Return to Table of Contents 2002 Lumenations Ltd 102872 Cambridge Ave Marcy NJ 12345 REVISION HISTORY Revision Description Author 1 21 03 Initial version 2 11 03 Updated after requirements workshop TABLE OF CONTENTS 1 Introduction 1 1 Purpose of the Vision Document This document provides the current vision for the HOLIS home lighting automation system 1 2 Product Overview 1 3 References e HOLIS Control Unit Use Case Model and Supplementary Specification e HOLIS Control Switch Use Case Model and Supplementary Specification HOLIS PC Programmer Use Case Model and Supplementary Specificati
15. F 01 F7 display 5303 Press Control Switch buttons All buttons depressed 3 CCU message received 0 5 simultaneously and hold seconds indicator is lit Three for 3 seconds messages should be in the message display buffer Examine message 1 01 01 3F 3C Remainder of test case deleted for brevity Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited
16. ace did not get a lot of votes This seemed to make sense to the team because the U S based homeowners could not have cared less about how well the product sold in Europe The distributor however stated flatly that if the product was not internationalized at version 1 0 it would not be introduced in Europe The team noted this position and agreed to explore the level of effort necessary to achieve internationalization in the 1 0 release HOLIS System Level Use Case Model Survey Table A 9 lists some of the use cases for the HOLIS project Note that the remainder of the use cases are deleted for brevity a total of 20 system level use cases are defined for v1 0 release Name Create Custom Lighting Scene Resident creates a custom lighting scene Initiate Emergency Receiver Table A 9 HOLIS Use Cases Description Resident initiates emergency action Actor s Resident Lights Resident Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 14 Return to Tab
17. blication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 22 Return to Table of Contents ID 13 25 14 20 11 22 29 Feature Easy to program control stations Vacation settings Any light can be dimmed Uses my own PC for programming Internationalized CCU user interface Entertain feature Instant lighting on off Votes 77 77 74 73 24 44 Effort Med Low Low High Med High Risk Med Med Low Med Med High Marketing Comments As easy as feasible with measured effort Only one configuration supported in v1 0 Per agreement with European distributor Not applicable included in 23 Make intelligent investments v1 0 Mandatory Baseline Everything above the line must be included or we will delay release Close garage doors Easy to install Can drive drapes shades pumps and motors Gradual mode slowly increase decrease illumination 66 50 44 34 Low Med Low Med Low Med Low Low May be little impact on software Level of effort basis May be little impact on software Nice if we can get it v1 0 Optional Do as many of the preceding as you can Alyssa Future Features Below this line
18. ce Requirements 8 Documentation Requirements 8 1 User Manual 8 2 Online Help 8 3 Installation Guides Configuration Read Me File 8 4 Labeling and Packaging 9 Glossary Appendix A Future Features Identified in Requirements Workshop Appendix B Storyboard as Presented to Workshop Attendees Appendix C Exemplary Use Cases Team Skill 4 Managing Scope After the requirements workshop the team was chartered with the responsibility to assess the level of effort for each feature and to come up with a first draft of the v1 0 baseline It was necessary to apply rigorous scope management because of the constraints on the team including the drop dead date of having a prototype available at the trade show in December and the even tougher date of a release to manufacturing in January The team used the high medium low heuristic to estimate the level of effort for each feature and then added the risk assessment for each feature The team went on to perform the suggested scope management activities with the results shown in Tables A 10 and A 11 Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any f
19. cturing by This is the only product launch opportunity this year January 5 Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 8 Return to Table of Contents 2 The team will adopt UML modeling OO based We believe these technologies will provide increased methodologies and the Unified Software productivity and more robust systems Development Process 3 The software for the Central Control Unit and PC These choices provide consistency and Programmer will be written in Java Assembly maintainability also the team knows these language will be used for the Control Switch languages 4 A prototype system must be displayed at the We want to take distributors orders for the first December Home Automation trade show quarter of the fiscal year 5 The microprocessor subsystem for the Central We can use an existing design and an inventoried Control Unit will be copied from the professional part division s advanced lighting system project ALSP 6 The only PC Programmer
20. e Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 31 Return to Table of Contents Description This test case tests the round trip message protocol between the CCU and the Control Switch according to the requirements defined in the CCU Supplementary Specification This test case tests the following requirements from the CCU and Control Switch Supplementary Specifications CCU Supplementary Specs Control Switch Supplementary Specs SR4 SR4 1 SR4 2 SR4 3 SR4 4 CSSR88 CSSR91 97 CSSR100 107 Note to file The table above can be deleted after the traceability matrix is established To minimize maintenance the trace matrix is the only place we will maintain these links Events Test Case ID Event Description Input 1 Input 2 Expected Result 5300 Press switch button 0 on Button only CCU message received Control Switch 1 and initiate indicator is lit and CS message from CS to CCU message received indicator is lit 5301 Examine received message in 01 01 01 5A diagnostic line of CCU display 5302 Examine sent message in CCU 55 F
21. ed that although they were surprised by this input they felt that it would be a competitive differentiation and agreed that this should be a high priority feature Betty and Rusty agreed Based on this conclusion marketing decided to include this functionality and to position it as a unique competitive differentiator in the marketplace This became one of the defining features for HOLIS Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 12 Return to Table of Contents ID 23 16 13 14 20 19 18 11 15 Table A 8 Features from the HOLIS Workshop Sorted by Priority Features Custom lighting scenes Automatic timing settings for lights and so on Built in security features lights alarms and bells 100 percent reliability Easy to program non PC control unit Easy to program control stations Vacation settings Any light can be dimmed Uses my own PC for programming Entertain feature Close garage doors Automatically turn
22. et that of lighting automation for high end residential systems This market is apparently growing at 25 percent to 35 percent each year Even better the market is immature and none of the established players has a dominant market position Lumenations strong worldwide distribution channel will be a real asset in the marketplace and the distributors are hungry for new products Looks like a great opportunity Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 2 Return to Table of Contents The HOLIS Software Development Team The project for the case study is the development of HOLIS our code name for an innovative new HOme Lighting automation System to be marketed by Lumenations The HOLIS team is typical in terms of its size and scope For the purposes of our case study we ve made it a fairly small team only 15 team members but it s large enough that all of the necessary skills can be fairly represented by individuals with some degree of specialization in their roles
23. evel of illumination for each lighting bank throughout the residence Scenes may be activated from either the Control Switch or the Central Control Unit e Feal6 Automatic lighting settings The homeowner can create preset time based schedules for certain lighting events to happen e Fea4 Security sequence The system has a built in security feature that provides a one button panic alarm emergency sequence activation from any control switch in the house The security sequence sets the lights to a predetermined scene setting and will also optionally for each flash the lights activate an alarm make a dial up call to a predetermined number and deliver a voice based preprogrammed message The system also closes a relay contact which homeowners can use to control devices of their choice e Fea6 Reliability Our homeowners have repeatedly stressed that the system be as close to 100 percent reliable as possible This is a particular concern with the security sequence Remainder of features deleted for brevity 5 2 Important Features for v1 0 e Fea20 Garage door control The system supports the garage door as one of the controlled output devices The software must manage the control of the output accordingly and will need to provide a garage door metaphor icon and support for programming the feature e Fea2 Smart install Ease of installation has been a key concern of our distributor customers and will be a key differentiator for us with
24. ic languages SR97 The following are acceptable input content text file encodings ASCII Latin 1 amp 2 ISO 8859 1 amp 2 UTF 8 15 Physical Deliverables 16 Installation and Deployment Appendix A Glossary Team Skill 6 Building the Right System Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 29 Return to Table of Contents HOLIS Sample Test Case 01 Test Control Light REVISION HISTORY 4 15 03 Correction to increase decrease rate Bob S Description This test case used to test instances of the use case Control Light is used only to test dim enabled Control Switch buttons that have been preassigned to a light bank Note Run the test case multiple times and with different lengths of hold button time to verify that the system is restoring OnLevel properly Condition Condition Condition Button Button Button Pressed lt Pressed gt Released Test Timer Timer After Expected Case ID Scenario Description Period Period Being Held Condition Result
25. le of Contents Name Description Actor s Control Light Resident turns light s on or off or sets desired dim effect Resident Lights Program Switch Homeowner Programmer changes or sets the actions for Homeowner Programmer a particular button switch Remote Programming Lumenations service provider does remote Lumenations Services programming based on request from Resident On Vacation Homeowner Programmer sets vacation setting for Homeowner Programmer extended away period Set Timing Sequence Homeowner Programmer sets time based automated Homeowner Programmer lighting sequence Team Skill 3 Defining the System HOLIS Requirements Organization Figure A 7 shows the HOLIS requirements organization Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 15 Return to Table of Contents Figure A 7 Organization of HOLIS requirements information Da B a Subsystem hardware Vision document system level specifications use case model Control Switch Central
26. lity to demonstrate the system in the shop High gross margins The Requirements Workshop While the interviewing process was under way the development team met with marketing and decided to hold a requirements workshop for the HOLIS project They invited the attendees listed in Table A 7 Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 10 Return to Table of Contents Table A 7 Attendees of the HOLIS Requirements Workshop Name Role Title Comments Rick Facilitator Director of marketing Alyssa Participant HOLIS product manager Project champion Marcy Participant Software development manager Development responsibility for HOLIS Lucy Participant Prospective homeowner Elmer Participant Prospective homeowner E C Participant CEO Automation Equip Lumenations largest distributor Raquel Participant GM EuroControls Lumenations European distributor Betty Participant President Krystel Electric Local electrical contractor Rusty Participant President Rosewind Con
27. n turned Off and there is no illumination e Ifthe light is Off the light is then turned On to the last remembered brightness level End of basic flow Alternative Flow of Events When the Resident holds down the On Off Dim button for more than 1 second the system initiates a brightening dimming activity for the room s Light Bank While the Resident continues to press the On Off Dim button Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 25 Return to Table of Contents 1 The brightness of the controlled light is smoothly increased to a system wide maximum value at a rate of 10 percent per second 2 When the brightness reaches its maximum value the brightness of the controlled light is then smoothly decreased to a system wide minimum value at a rate of 10 percent per second 3 When the brightness reaches its minimum value the use case continues at subflow step 1 When the Resident releases the On Off Dim button 1 The use case terminates and the brightne
28. nprecedented state of the art lighting automation functionality with ease of use and a reasonable price Unlike the Lightomation Systems series from Skowron s Industrial Controls Our product combines the very latest in home automation functionality with built in security features and costs less to install and to maintain 3 3 Summary of Capabilities 3 4 Assumptions and Dependencies Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 18 Return to Table of Contents 3 5 Cost and Pricing 4 Feature Attributes 4 1 Status 4 2 Priority Apply a critical important useful prioritization scheme 4 3 Effort Low medium and high as set by the development team 4 4 Risk Set by development team 4 5 Stability 4 6 Target Release 4 7 Assigned to 4 8 Reason 5 Product Features 5 1 Critical Features for v1 0 e Fea23 Custom lighting scenes The system gives the homeowner the ability to create up to TBD custom lighting scenes Each scene provides a preset l
29. on e Safety and Reliability Standards for Home Security Systems Overwriters Laboratory 345 22 2000 2 User Description 2 1 User Market Demographics 2 2 User Profiles 2 3 User Environment 2 4 Key User Needs The following user needs were gathered by the marketing department in a series of interviews conducted with prospective homeowners and distributors in fall 2002 These interviews are on file on the corporate intranet at www HOLIShomepage com marketing HOLIS interviews 2 4 1 From the Homeowner s Perspective e Flexible and modifiable lighting control for entire house e Futureproof As technology changes I d like compatibility with new technologies that might emerge Attractive unobtrusive ergonomic Fully independent and programmable or reconfigurable switches for each room in the house e Additional security and peace of mind e Intuitive operation I d like to be able to explain it to my technophobic mother Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Ap
30. on closet lights when door opened Interface to home security system Easy to install Turn on lights automatically when someone approaches a door Instant lighting on off Can drive drapes shades pumps and motors Control lighting and so on via phone Votes 121 107 105 90 88 77 77 74 73 66 66 55 52 50 50 44 44 44 Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 13 Return to Table of Contents ID 10 22 26 12 25 21 24 17 28 27 Features Interfaces to home automation system Gradual mode slowly increase decrease illumination Master control stations Easily expanded when remodeling Internationalized user interface Interface to audio video system Restore after power fail Controls HVAC Voice activation Web site like user presentation Votes 43 34 31 25 24 23 23 22 2 In addition feature 25 Internationalized user interf
31. orm by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 20 Return to Table of Contents Table A 10 Prioritized HOLIS Features List with Effort and Risk Estimates ID Feature Votes Effort Risk 23 Custom lighting scenes 121 Med Low 16 Automatic timing settings for lights and so on 107 Low Low 4 Built in security features lights alarms and bells 105 Low High 6 100 percent reliability 90 High High 8 Easy to program non PC control unit 88 High Med 1 Easy to program control stations 77 Med Med 5 Vacation settings 77 Low Med 13 Any light can be dimmed 74 Low Low 9 Uses my own PC for programming 73 High Med 14 Entertain feature 66 Low Low 20 Close garage doors 66 Low Low 19 Automatically turn on closet lights when door opened 55 Low High 3 Interface to home security system 52 High High 2 Easy to install 50 Med Med 18 Turn on lights automatically when someone approaches a door 50 Med Med 7 Instant lighting on off 44 High High 11 Can drive drapes shades pumps and motors 44 Low Low 15 Control lighting and so on via phone 44 High High Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC
32. pectively Table A 2 Problem Statement for the Homeowner Element Description The problem of The lack of product choices limited functionality and the high cost of existing home lighting automation systems Affects The homeowners of high end residential systems And results in Unacceptable performance of the purchased systems or more often than not a decision not to automate Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 4 Return to Table of Contents Element Description Benefits of a solution That comprised the right lighting automation solution could include e Higher homeowner satisfaction and pride of ownership Increased flexibility and usability of the residence Improved safety comfort and convenience Table A 3 Problem Statement for the Distributor Element Description The problem of The lack of product choices limited functionality and the high cost of existing home lighting automation systems Affects The
33. pendix A HOLIS Artifacts Page 17 Return to Table of Contents e A reasonable system cost with low switch costs e Easy and inexpensive to fix Flexible switch configurations from one to seven buttons per switch e Out of sight out of mind e 100 percent reliability e Vacation security settings e Ability to create scenes such as special housewide lighting settings for a party e No increase in electrical or fire hazards in the home e Ability after a power failure to restore the lights the way they were Programmable by the homeowner using an existing PC Dimmers wherever the homeowner wants them e Programmable by the homeowner without using a PC Programmable by somebody else so the homeowner doesn t have to do it e Ability to turn on some lights manually if the system fails Interfaces to the home security system Interfaces to other home automation HVAC audio video and so on 2 4 2 From the Distributor s Perspective e A competitive product offering Some strong product differentiation e An easy way to train salespeople e Ability to demonstrate the system in the shop High gross margins 2 5 Alternatives and Competition 3 Product Overview 3 1 Product Perspective 3 2 HOLIS Product Position Statement For homeowners building new high end homes Who would like to enhance their residence and their convenience comfort and safety HOLIS is a home lighting automation system That brings u
34. rements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 7 Return to Table of Contents Stakeholder Survey HOLIS has a number of nonactor stakeholders both external and internal Table A 5 Table A 5 Nonactor Stakeholders for HOLIS Stakeholder Comments External Lumenations direct customer Distributors Builders Lumenations customer s customer the general contractor responsible to the homeowner for the end result Electrical contractors Responsible for installation and support Internal Lumenations team Development team Marketing product management Will be represented by Alyssa product manager Lumenations general management Funding and outcome accountability Constraints Imposed on the Solution Over a period of 45 days at the beginning of the product development effort the HOLIS development team and Lumenations management identified discussed and agreed on the constraints listed in Table A 6 Table A 6 Constraints for the HOLIS project ID Description Rationale 1 Version 1 0 will be released to manufa
35. s case study including the names of the company the participants and the invented product is entirely fictional Background for the Case Study Lumenations Ltd Lumenations Ltd has been a worldwide supplier of commercial lighting systems for use in professional theater and amateur stage productions for more than 40 years In 2002 its annual revenues peaked at approximately 120 million and sales are flat Lumenations is a public company and the lack of growth in sales no worse the lack of any reasonable prospect for improving growth in sales is taking its toll on the company and its shareholders The last annual meeting was quite uncomfortable since there was little new to report regarding the company s prospects for growth The stock climbed briefly to 25 per share last spring on a spate of new orders but has since crept back down to around 15 per share The theater equipment industry as a whole is flat and there is little new development The industry is mature and already well consolidated and since Lumenations stock is in the tank and its capitalization is only modest acquisition is not an option for the company What s needed is a new marketplace not too remote from what the company does best but one in which there is substantial opportunity for growth in revenue and profits After conducting a thorough market research project and spending many dollars on marketing consultants the company has decided to enter a new mark
36. ss stays at the current level Pre conditions for Control Light Use Case The selected On Off Dim button must be Dim Enabled The selected On Off Dim button must be preprogrammed to control a Light Bank Post condition for Control Light Use Case On leaving this use case the system remembers the current brightness level for the selected On Off Dim button Extension Points None Special Requirements Performance For any action that is perceptible to the Resident the response time from a control panel action to system response must be less than 50 milliseconds HOLIS Central Control Unit Supplementary Specification For brevity we present excerpts from the HOLIS supplementary specification here Appendix D in this book contains a generic annotated supplementary specification template you might wish to adopt Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 26 Return to Table of Contents HOLIS coco E z E Central Control Unit Copyrigh
37. stem clock 6 Supportability 7 Design Constraints DC1 Control subsystem design is based on the controller module from the ALSP product line BIOS should not be modified unless absolutely necessary DC2 The use case and supporting infrastructure for the emergency sequence must be validated to the highest reasonable commercial reliability standards 8 Documentation Requirements SR27 HOLIS ships with a Product Guide The Product Guide contains all application guides process guides installation guides tutorials and glossary The Product Guide is created as an HTML online guide All applications needing to reference help link to the Product Guide Microsoft Word copies of each of the guide sections are also shipped with the product SR29 The Installation Guide found in the Product Guide is also printed and shipped with the CD ROM 9 Purchased Components 10 Interfaces 10 1 User Interfaces Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 28 Return to Table of Conten
38. struction Custom homebuilder Emily Observer VP and GM Lumenations Various members Observer Development team All team members who were available The Workshop Prior to the workshop the team put together a warm up package consisting of e A few recent magazines articles highlighting the trends in home automation e Copies of selective interviews that had been conducted e A summarized list of the needs that had been identified to date Rick brushed up on his facilitation skills and Alyssa handled the logistics for the workshop Appendix A HOLIS Artifacts Managing Software Requirements A Use Case Approach Second Edition By Don Widrig Dean Leffingwell ISBN Prepared for Ebrahim Malalla Safari ID malalla kfupm edu sa 0 321 12247 X Publisher Addison Wesley Professional Print Publication Date 5 5 2003 User number 729931 Copyright 2006 Safari Books Online LLC Reproduction transmission and or redistribution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 11 Return to Table of Contents The Session The session was held at a hotel near the airport and began promptly at 8 A M Rick introduced the agenda for the day and the rules for the workshop including the workshop tickets Figure A 6 provides a perspective on the workshop Figure A 6 HOLIS requirements workshop structure D 9 op Pete Cathy Development Manager Prospective
39. t 2003 Lumenations Ltd 1 Introduction 1 1 Purpose This is the supplementary specification for the v1 0 release of the HOLIS Central Control Unit CCU subsystem 1 2 Scope This specification is for the CCU only 1 3 References HOLIS Vision Document HOLIS System Level Hardware Specification HOLIS System Level Use Case Model e HOLIS Control Switch Use Case Model and Supplementary Specification HOLIS PC Programmer Use Case Model and Supplementary Specification 1 4 Assumptions and Dependencies 2 Functionality SR1 OnLevel illumination parameter Each controlled lighting bank that is Dim Enabled is controlled by the parameter OnLevel which controls the percent of illumination to the light The nine possible OnLevel settings are 10 20 30 40 50 60 70 80 and 90 SR2 The system supports up to 255 event time schedules The allowable programming precision of an event time schedule shall be 1 minute SR3 Event time schedules can be programmed on either a 12 hour or a 24 hour clock The user shall enter the data in the following format Event number 1 256 Time of day in 24 hour HH MM format SR4 Message protocol from Control Switch Each button press on the control initiates a single 4 byte message to the CCU The message protocol is as follows The data fields in the message are mapped as follows SR4 1 Address 0 254 the logical address of the specific control switch sending the message
40. ts 10 2 Hardware Interfaces 10 3 Software Interfaces 10 4 Communications Interfaces 11 Licensing Security and Installation Requirements 11 1 CCU Licensing Requirements SR53 CCU software is factory installed and there are no user licensing or installation requirements 11 2 Sublicensing Requirements SR54 The Datamatch Java Library from the Oxford Foundation is incorporated in the application The end user documentation included with the redistribution must include the following acknowledgment This product includes software developed by the Oxford Software Foundation http www Oxfordxfound org Alternately this acknowledgment may appear in the software itself if and wherever such third party acknowledgments normally appear 12 Legal Copyright and Other Notices SR72 All code product documents online help user interfaces and About dialogs must contain the following copyright message Copyright 2003 2004 Lumenations Ltd All rights reserved SR75 Flash the standard corporate copyright notice corporate logo and HOLIS product logo for a minimum of 5 seconds during startup mode SR76 In idle mode when no programming is active the display shall show the HOLIS logo 13 Applicable Standards 14 Internationalization and Localization SR89 All data processing components support UTF 8 character encoding SR90 All output text files must be ISO 8859 1 and 2 encoded This supports all Latin 1 and Cyrill
41. ution in any form by any means without the prior written permission from the publisher is prohibited Appendix A HOLIS Artifacts Page 3 Return to Table of Contents Lumenations Problem Statement In analyzing the problem the team discovered that there are actually three different groups of stakeholders each of whom sees the problem differently Thus the team decided to develop three problem statements the first of which seemed to state the obvious problem from the company s perspective Table A 1 Table A 1 Problem Statement for Lumenations Element Description The problem of Slowing growth in the company s core professional theater marketplaces Affects The company its employees and its shareholders And results in Unacceptable business performance and lack of substantive opportunities for growth in revenue and profitability Benefits of a solution Involving new products and a potential new marketplace for the company s products and services include e Revitalization of the company and its employees e Increased loyalty and retention of the company s distributors e Higher revenue growth and profitability Upturn in the company s stock price Next the team also decided to see whether it could understand the problem from the perspectives of a future customer end user and potential distributors builders Lumenations customers The team developed the problem statements shown in Tables A 2 and A 3 res

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