Learning objectives. Documenting Analysis and Test. Why Produce Quality Documentation? Major categories of documents

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Learning objectives Documenting Analysis and Test Understand the purposes and importance of documentation Identify some key quality documents and their relations Understand the structure and content of key quality documents Appreciate needs and opportunities for automatically generating and managing documentation (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 1 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 2 Why Produce Quality Documentation? Monitor and assess the process For internal use (process visibility) For external authorities (certification, auditing) Improve the process Maintain a body of knowledge reused across projects Summarize and present data for process improvement Increase reusability of test suites and other artifacts within and across projects Major categories of documents Planning documents describe the organization of the quality process include organization strategies and project plans Specification documents describe test suites and test cases (as well as artifacts for other quality tasks) test design specifications, test case specification, checklists, analysis procedure specifications Reporting documents Details and summary of analysis and test results (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 3 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 4

Metadata Documents should include metadata to facilitate management Approval: persons responsible for the document History of the document Table of Contents Summary: relevance and possible uses of the document Goals: purpose of the document Who should read it, and why? Required documents and references: reference to documents and artifacts needed for understanding and exploiting this document Glossary: technical terms used in the document (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 5 Metadata example: Chipmunk Document Template Document Title Approvals issued by name signature date approved by name signature date distribution status (internal use only, restricted,...) distribution list (people to whom the document must be sent) History version description Metadata may be provided or... managed by tools. For example, version control system may maintain version history. (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 6... Chipmunk Document Template (continued) Table of Contents List of sections Summary Summarize the contents of the document. The summary should clearly explain the relevance of the document to its possible uses. Goals of the document Describe the purpose of this document: Who should read it, and why? Required documents and references Provide a reference to other documents and artifacts needed for understanding and exploiting this document. Provide a rationale for the provided references. Glossary Provide a glossary of terms required to understand this document. Section 1... Section N... Naming conventions Naming conventions help people identify documents quickly A typical standard for document names include keywords indicating general scope of the document (project and part) kind of document (for example, test plan) specific document identity version (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 7 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 8

Project or product (e.g., W for web presence ) Sub-project (e.g., Business logic ) Item type W B XX YY.ZZ example: W B 12 22.04 Sample naming standard Identifier Version Might specify version 4 of document 12-22 (quality monitoring procedures for third-party software components) of web presence project, business logic subsystem. (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 9 Analysis and test strategy Strategy document describes quality guidelines for sets of projects (usually for an entire company or organization) Varies among organizations Few key elements: common quality requirements across products May depend on business conditions - examples safety-critical software producer may need to satisfy minimum dependability requirements defined by a certification authority embedded software department may need to ensure portability across product lines Sets out requirements on other quality documents (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 10 Analysis and Test Plan Standardized structure see next slide Overall quality plan comprises several individual plans Each individual plan indicates the items to be verified through analysis or testing Example: documents to be inspected, code to be analyzed or tested,... May refer to the whole system or part of it Example: subsystem or a set of units May not address all aspects of quality activities Should indicate features to be verified and excluded Example: for a GUI might deal only with functional properties and not with usability (if a distinct team handles usability testing) Indication of excluded features is important omitted testing is a major cause of failure in large projects Standard Organization of a Plan Analysis and test items: items to be tested or analyzed Features to be tested: features considered in the plan Features not to be tested: Features not considered in the plan Approach: overall analysis and test approach Pass/Fail criteria: Rules that determine the status of an artifact Suspension and resumption criteria: Conditions to trigger suspension of test and analysis activities Risks and contingencies: Risks foreseen and contingency plans Deliverables: artifacts and documents that must be produced Task and schedule: description of analysis and test tasks (usually includes GANTT and PERT diagrams) Staff and responsibilities Environmental needs: Hardware and software (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 11 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 12

Test Design Specification Documents Same purpose as other software design documentation: Guiding further development Preparing for maintenance Test design specification documents: describe complete test suites may be divided into unit, integration, system, acceptance suites (organize by granularity) functional, structural, performance suites (organized by objectives)... include all the information needed for initial selection of test cases maintenance of the test suite over time identify features to be verified (cross-reference to specification or design document include description of testing procedure and pass/fail criteria (references to scaffolding and oracles) includes (logically) a list of test cases Test case specification document Complete test design for individual test case Defines test inputs required environmental conditions procedures for test execution expected outputs Indicates item to be tested (reference to design document) Describes dependence on execution of other test cases Is labeled with a unique identifier (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 13 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 14 Test and Analysis Reports Report test and analysis results Serve Developers identify open faults schedule fixes and revisions Test designers assess and refine their approach see chapter 20 Prioritized list of open faults: the core of the fault handling and repair procedure Failure reports must be consolidated and categorized to manage repair effort systematically prioritized to properly allocate effort and handle all faults Summary reports and detailed logs Summary reports track progress and status may be simple confirmation that build-and-test cycle ran successfully may provide information to guide attention to trouble spots Include summary tables with executed test suites number of failures breakdown of failures into repeated from prior test execution, new failures test cases that previously failed but now execute correctly May be prescribed by a certifying authority (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 15 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 16

Yes, but Isn t this a lot of work? Everything produced by hand is actually used Always know the purpose of a document. Never expend effort on documents that are not used. Parts can be automated Humans make and explain decisions. Let machines do the rest. Designing effective quality documentation Work backward from use, to output, to inputs and consider characteristics of organization and project Capture decisions and rationale at cheapest, easiest point and avoid repetition Summary Mature software processes include documentation standards for all activities, including test and analysis Documentation can be inspected to verify progress against schedule and quality goals identify problems Documentation supports process visibility, monitoring, and standardization (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 17 (c) 2007 Mauro Pezzè & Michal Young Ch 24, slide 18