Lab 16: Visio Introduction

Transcription

1 Lab 16: Visio Introduction ()

2 CONTENTS 1 Visio- Introduction to DFD Data Flow Diagraming In-Lab In-Lab Materials In-Lab Instructions Getting started: Let s decompose the project Start Diagraming a context diagram Start Modeling Sample Out-Lab Out-Lab Materials Out-Lab Instructions VISIO- INTRODUCTION TO DFD DATA FLOW DIAGRAMING You've heard it again and again. "A picture is worth a thousand words." But you have to admit: It's true. And it's truer than ever when you've got Visio on your side. A two-dimensional diagram that explains how data is processed and transferred in a system and how a system outputs information. Individuals seeking to draft a data flow diagram must (1) identify external inputs and outputs, (2) determine how the inputs and outputs relate to each other, and (3) explain with graphical notation using only 4 symbols. This powerful program is waiting to help you make picture-perfect diagrams. Maybe you need a flowchart, an organization chart, an office layout. Today you will learn how in business we model how data flows into a business system and how it is processes into information useful for a business to make strategic decisions. It also discovers how data gets stored, extracted, and reported. We use a concept called Data Flow Diagraming (DFD) and we will use the Sarson and Gane model in establishing the basic concepts of DFDs 2 P a g e

3 1.1 IN-LAB Scenario: You will need is to create an ITIL Process map new clients creating a new account for a small bank. You will need to include the following process: 1. Client needs to contact bank account specialist to open a new checking or savings account. 2. Client must provide documents e.g. driver s license and two forms of mailing addresses i.e. gas or electric bill 3. Bank account specialist must log into the banking system to 4. Notices of service agreements must be signed by both client and specialist, the hardcopy documents must be scanned and upload to the Bank Database. 5. Once the process is complete then the client should receive a welcome packet and temporary usernames and passwords for the online account access. You must create a Context Diagram using a DFD model In-Lab Materials 1. Microsoft Visio (any version) 2. Internet In-Lab Instructions Step 1: Understanding the rules of DFD or Data Flow Diagrams Represent both physical and logical information systems. Only four symbols are used. Useful for depicting purely logical information flows. DFDs that detail physical systems differ from system flowcharts which depict details of physical computing equipment. 3 P a g e

4 The symbols we use DFD lingo: Process: work or actions performed on data (inside the system). Data store: data at rest (inside the system). Source/sink: external entity that is origin or destination of data (outside the system). Data flow: arrows depicting movement of data. Context diagram is an overview of an organizational system that shows: o the system boundaries; o external entities that interact with the system; o Major information flows between the entities and the system. Note: only one process symbol, and no data stores shown. 4 P a g e

5 How to develop a DFD 1. Level-0 diagram is a data flow diagram that represents a system s major processes, data flows, and data stores at a high level of detail. a. Processes are labeled 1.0, 2.0, etc. These will be decomposed into more primitive (lower-level) DFDs RULES 1. There are two DFD guidelines that apply: a. The inputs to a process are different from the outputs of that process. i. Processes purpose is to transform inputs into outputs. b. Objects on a DFD have unique names. 5 P a g e

6 i. Every process has a unique name How to Decompose a DFD 1. Functional decomposition is an iterative process of breaking a system description down into finer and finer detail. a. Creates a set of charts in which one process on a given chart is explained in greater detail on another chart. b. Continues until no subprocess can logically be broken down any further. 2. Primitive DFD is the lowest level of a DFD. 3. Level-1 diagram results from decomposition of Level-0 diagram. 4. Level-n diagram is a DFD diagram that is the result of a n nested decompositions from a process on a level-0 diagram. For Example a Level-1 DFD 6 P a g e

7 Level-1 DFD shows the sub-processes of one of the processes in the Level-0 DFD. This is a Level-1 DFD for Process 4.0. Processes are labeled 4.1, 4.2, etc. These can be further decomposed in more primitive (lower-level) DFDs if necessary. A Level-n DFD Example Level-n DFD shows the sub-processes of one of the processes in the Level n-1 DFD. This is a Level-2 DFD for Process 4.3. Processes are labeled 4.3.1, 4.3.2, etc. If this is the lowest level of the hierarchy, it is called a primitive DFD. 7 P a g e

8 2 GETTING STARTED: LET S DECOMPOSE THE PROJECT Start by identifying the following Roles for the Context Diagram: Processes Source/Sink Data Store Data Flow Bank System Client, Account Specialist Bank Database - Client contact account specialist -Client provides documents -Client Receives documents to be signed -Account specialist logs into system -Account specialist gives documents to be signed Account Specialist receives signed documents -Files are stored to the Bank Database - Client receives welcome packet 3 START DIAGRAMING A CONTEXT DIAGRAM Open Visio 8 P a g e

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10 Once open you should see the following page 10 P a g e

11 Now change the orientation to landscape: Change it to landscape 11 P a g e

12 Now let s add a theme Then let s add a border and title I used Urban theme 12 P a g e

13 Now to add the title look at the bottom left of your document 13 P a g e

14 Click on the VBacground to edit the title, then click on the Title and start typing the title Creating a New Account Once you click out of it should go back to the templage Now go back to the Top Process Tab and we want to change the tab title by double-clicking on the tab Once all the formatting is complete then we can start modeling 4 START MODELING On the left panel you will see the four shapes we are going to work with * Note that Interface is the same as the source/sink Based on our decomposition analysis we have 1 process, 2 sources, one data store, and 7 data flows. Start by adding 1 process by simply dragging the process into the document. 14 P a g e

15 Repeat the process for the Interface and Data Store. We will work with the data flows once we can see all our actors in the document You can resize each object by adjusting the handlebars. Now we need to label each object by double clicking on each object. 15 P a g e

16 Now let s connect them using a data flow arrow. Drag the data flow into client until you see a red border appear around the client object. 16 P a g e

17 Connect the Client to the Banking System by stretching the arrow end until 0.0 Banking System gets a red border. Double click on the data flow to label it SAMPLE 17 P a g e

18 4.4 OUT-LAB Scenario: A cable TV company needs a new system for tech support. So the process is: 1. Operator receives an ed repair request from a customer and inputs it to the CRM System (Customer Relationship Manager System) 2. A repair analyst logs into the CRM System and forwards the issues to the Technician through the CRM System 3. The CRM System s the Technician. The tech then logs into the CRM System and s the Customer via the CRM on dates and times for the repair 4. Once the technician is completed the work then they go to the CRM System and updates the Work order as complete and stores the completed work order into the Complete Work Order DB 4.5 OUT-LAB MATERIALS 1. Microsoft Visio 2. Access to the Internet 18 P a g e

19 4.5.1 Out-Lab Instructions Step 1: Create the decomposition table below to help you. DFD OBJECT DEFINITION SHAPE PROCESSES EXTERNAL ENTITIES/SOURCES/SINKS DATA STORES DATA FOLLOWS Process Notations. A process transforms incoming data flow into outgoing data flow. External Entity Notations. External entities are objects outside the system, with which the system communicates. External entities are sources and destinations of the system's inputs and outputs. Datastore Notations. Datastores are repositories of data in the system. They are sometimes also referred to as files. Dataflow Notations. Dataflows are pipelines through which packets of information flow. Label the arrows with the name of the data that moves through it. Step 2: Using Visio create DFD using the Gane-Sarson Model 2 P a g e