Dr. Mika Karaila

Metso Automation / PAS RTD

Metso experiences with Polarion:Requirement handling process &Safety aspects / certification

Polarion day 18.4.2013

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Metso Experiences

• Background / history

• Polarion usage in:-Design process-Safety process

• Motivation & Summary

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Background

• HW / SW design process done with Word orother textual document

• Requirement, specification, technical detail levelin own separated documents

• A lot of information not documented• Documents approved as a whole (in one or twoapproval sessions)

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Design Process

• A new design process created• First evaluation to find out possible bottlenecksor customization needs

• During evaluation tuning and training with actualusers and real project

• New design process is more fine grained:-Each requirement / specification is individual item-Status & approval runs parallel-All changes are stored into workitem history

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Design Process

• Requirements, specifications etc. can be linkedtogether=> traceability & coverage reports / checklists

• Requirements are verified in specification phase=> process is iterative and convergates

• Information model can be customized=> tuning each item type allows flexibility

• Project people can work parallel andsimultaniously even distributed different locations

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Safety process

•Safety process-Workflow & FMEA

•Workitems <-> documentation-History & baselines

•Progress, phases:-Agility <-> change management-Status, checklists & traceability

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Workflow example• Immediate checks and actions

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FMEA introduction 1/3•FMEA with links, traceability & coverage

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FMEA introduction 2/3

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FMEA introduction 3/3

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FMEA links & custom properties

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Document baseline•Excellent with document compare feature

Automatic table, all baselines visible

Manually filled part

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Dashboard trends•Frozen requirements•Change management -> peaks

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Dashboard trends•Specification progress visible

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Dashboard trends• Implementation architecture•Phases v0, v1 and v2 can be seen from the curve shape

v2v1

v0

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Overall status•Everything is inside one tool:

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Traceability example

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Traceability- Linking work items with different link roles

Available link roles between work item types depicted

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Traceability table• #includeForm("/macros.TraceabilityTable")

• #TraceabilityTableCommits("type:requirement AND NOT(status:heading OR status:closed)" "checked""type:specification AND (module:Functional Specification)" "checked" "type:design" "checked" "id,title,status")

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Polarion & safety process•Basic properties with custom properties

- Safety relation- SIL level- Etc.

•FMEA•Baseline for major releases / phases•Approvals•Traceability tables:

- Requirement coverage- Properties checked with status lists (with safety, SIL3 custom properties)- Backlinks to show chain:

• Requirement -> Specification -> Design -> Test case• All features required are implemented & tested

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Polarion usage in certification

•Process transparent and visible•Each user action can be identified•History and baseline•Evidence of workflow:

-Draft -> Ready -> Approved & Approved by person(s)

•Traceability:-Required to show that all requirements are met and

will be tested

All are helping in certification and transparency &automated macros are giving evidence.

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Certification evidencies

• Approvals

• Version control management == History &baselines

• Baseline ”freezing”, V-model phases

• PDF printouts (for archiving certified / reviewed”documents”)

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Motivation

• Everything is separated to own workitem

• Easier to handle and progress can be done stepby step

• Transparent visibility to all stake holders

• Automation in multiple places -> correct data

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Summary

• Design process is taken into use• Project team ”social design process” workingtogether

• Faster process• Traceability and other solutions are reusable• Higher quality in each level• Supports certification• Evidences needed for certification !!!

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