Thrdplace Social Networking 1

Strong Points  We are good at sharing our vision.  We agree on a decision only after consulting everyone in the team and when everyone is satisfied with it.  Familiarity with technologies like MySql and HTML 5 which are used in the project will make things easier.  Client has provided us access to his technical staff, which have been very helpful. 2

Weak Points  Due to clash of schedules, sometimes it becomes difficult to organize a team meeting.  Some technologies like PHP, thrdplace database are not known to the team members, but they will be implemented in the project.  Two of our team members left the team in 577 b. We have a new team member who needed to get acquainted with the project quickly. 3

Overall Project Evaluation At present, all the win conditions have been designed and prototyped. Initially, slow progress and inconsistency between prototype and win conditions. But, we adjusted quickly to build a prototype which has so far been to the liking of the client. Now, we have setup our prototype on client’s server. But there are some inconsistencies with the client’s database. So, we are working with his database architect to remove them to continue the progress. 4

TPC 5 Ronghui Zhang

Test Strategy Agile test-first: in each iteration, IIV&V will test the new capabilities and improvements when they’re completed. Boundary and exit/entry criteria between unit testing and integration testing: each new feature will first be tested to make sure it is fully functional and then will be tested ensure it integrates well with the existing system Requirements-test traceability: the traceability matrix will be used to ensure that the capabilities will keep consistent with win conditions. 6

Test Preparation Hardware: PC, MacBook, ThrdPlace server Software: IE/Chrome/Firefox, Safari, Solr 7

Requirements Traceability Requirement (Win Condition) ID Verification Type Test Case ID (if applicable) WC_2448 As a project creator/contributor, I can see the search results in a list view. TestingTC-01 WC_2442 As a project creator/contributor, I can search for projects and project contributors using filters (e.g. geo-location, etc). TestingTC-02 WC_2441 As a project creator/contributor, I can search for the most influential projects and project contributors. TestingTC-03 WC_2800 As a project creator/contributor, I can see a recommendation section on each page. TestingTC-04 WC_2451 Max downtime is 3 days in a month. Demonstration WC_2449 System shall be deployed on Thrdplace servers. Demonstration 8

Acceptance Test Plan and Cases Test CaseIterationPriority TC-01 Display Search Results In a List View TC Display Search Results In a List View 21 TC No results Found22 TC Keywords Out of Limit22 TC Search Field Empty22 TC-02 Search Using Filters TC Search using filters11 TC No results Found22 TC-03 Rank By Influence 11 TC-04 Provide Recommendation TC Recommendation for Creator21 TC Recommendation for Contributor21 TC Recommendation for New Creator22 9

Test Identification Test Case NumberTC-01 Display search results in a list view Test ItemThis test case verifies that the search results relevant to the keyword will be displayed in a list view Test PriorityMust Have Pre-conditionsDatabase contains results relevant to the keyword Post-conditionsA list of search results is displayed correctly Input SpecificationsSearch type (project/contributor) and keyword Expected Output Specifications Links to project/contributor profiles in a list view Pass/Fail CriteriaFails if a) the results are not displayed in a list b) the results don’t contain the keyword Assumptions and Constraints There’re project/contributor profiles relevant to the keyword in database DependenciesNone Traceability WC_

Schedule DateTest IdentifierResponsible person ResourcesTraining needs 03/12/ 14 TC-02-01, TC-03Ronghui ZhangPCN/A 04/01/ 14 TC-01-01, TC , TC-02-02, TC and TC Ronghui ZhangPCN/A 04/15/ 14 TC-01-03, TC , and TC Ronghui Zhang, Doon Gaurav PC and MacBookN/A 11

Operational Concept Description 12 Yixiang Liu

System Purpose 13 Thrdplace.com is a venue for fund-raising, resource sharing and commerce. Our system is a subsystem of Thrdplace.com. Our system is designed to provide search, ranking and recommendation functions to project creators and contributors on Thrdplace.com.

System Purpose 14 Increase revenue of ThrdPlace. OG-1: Increase reach of project creator and contributors. OG-2: Increase use of ThrdPlace platform OG-3:

15 Changes in current system

Proposed new system The search system will allow the project creators and contributors to search projects and contributors with filters. Search results will be displayed in a list view. Search system The recommendation system will recommend potential projects to contributors, and recommend potential contributors to project creators Recommendation system The ranking system can rank the search results by influence Ranking system 16

Prototype 17 Yixiang Liu

Search Engine Recommendation System Ranking System 18

Search Engine We use Apache Solr full-text search engine to search for projects or contributors from thrdPlace.com database. Search results will be displayed in a list view. 19

Recommend 5 potential contributors ( according to contributor’s influence and relevance between creator and contributor’s project) For Creator Recommend the most influential project. For Contributor Recommendation System 20

Rank by influence (formulas agreed by client) INFLUENCE (Contributors) (Weight 1 * Number of Project Contributed) + (Weight 2 * Promotions) INFLUENCE (Projects) (Weight 1 * Project Success) + (Weight 2 * Promotions) PROMOTIONS = (weight 1 * Facebook Likes) + (weight 2 * Twitter Shares) + (Weight 3 * Number of Comments) PROJECT SUCCESS = Raised Capital / Expected Capital CAPITAL = (weight1 * Integer value of Funds) + (weight2 * Supply Items) + (weight3* Volunteer hours) Ranking System 21

Progress of work 22 Done Get the permission of ThrdPlace server. Get a copy of database from ThrdPlace. Installed Solr on ThrdPlace server Uploaded webpage on ThrdPlace server Connected Solr with database of ThrdPlace server. Doing Rewriting and modifying solr code to fetch data from database.

Progress of work 23

Progress of work 24 To do To change code of webpages in order to make them work with solr. To modify code of webpages to fit the difference of schema of database. To add more features to the search engine.

Demo 25

System Architecture 26 Ronghui Zhang

Outlines  Overall Architecture 1. System Context Diagram 2. Process Diagram 3. Hardware Component Diagram 4. Software Component Diagram 5. Deployment Diagram  Detailed Architecture 1. Artifacts & Information Diagram 2. Interface Classes 3. Process Realization  COTS/ Reuse Selections 36

System Context Diagram 28

System Context Diagram 29

Actor Summary 30 IDNameRelated Use CasesDocumentation AC0 2 Project creators Receive recommendation of contributors Creators in the system, responsible for creating projects and clarifying required resources in projects, including volunteer hours, money and supplies. They need to log in. AC0 3 Project contribut ors Receive recommendation of projects View search results by list view Search for the most influential projects or contributors Search by filters Contributors in the system, responsible for making contribution to projects, including volunteer hours, money and supplies. They don't need to log in and use their address as ID.

Process Diagram 31

Process Diagram 32

Hardware Component 33

Hardware Component 34

Software Component 35

Deployment Diagram 36

Deployment Diagram 37

Artifact & Information 38

Interface Classes 39

Search Classes 40

Process Realization 41

Process Realization 42

COTS/Reuse Selection 43 Software Compone nt DescriptionPurpose WAMP Software bundles Provide support for convenient and quick web development on windows platform. MySQL Relational database management system Store project, creator and contributor’s information on ThrdPlace IE, Chrome, Safari Web browserWeb front end for users of ThrdPlace PHP Server-side script language Provide support for implementing functions on the server. SolrSearch engine Provide full-text search with filter and sort functionality

Life cycle planning 44 Kan Qi

Development phase - Construction Iteration Duration: 2/12/14 – 4/16/14 Concept: In this phase, the development team should keeps detailing project plan and recording project progress and emphasize on implementing the system and performing testes. Deliverable: Transition Readiness Review Package, Draft Transition Readiness Review Package Milestone: Transition Readiness Review, Core Capability Drivethrough Strategy: Development and testing Development phase - Transition Iteration Duration: 4/17/14 – 4/30/14 Concept: In this stage, the development team should perform system transition by providing maintenance information, tutorial session, technical support, as well as user menu which covers different user roles. Deliverable: Operational Commitment Review Package, Transition manual, Source code Milestone: Operation Commitment Review Strategy: Deployment, Training, and Transition 45

Responsibilities by phase NameRoleconstructiontransition Dekoven Client and Maintainer - Provide feedbacks based on current system - Provide changed requirements Client: - Provide feedbacks based on current system - Provide changed requirements -Receive training for the new system -Maintainer: - Maintain the system Gaurav Doon Project Manager(PM) &Trainer &Tester PM: - Creating the Project Plan - Distribute workload, give specific task to each team member Tester: - Design and implement test case PM: - Creating the Project Plan - Distribute workload, give specific task to each team member Tester: - Design and implement test case Trainer: -give clients training sessions and answer their questions on support materials 46

NameRoleconstructiontransition Yixiang LiuBuilder Builder: - Implement the main functions of system. Builder: -implement the main functions of system. -Deploy the system onto server. Ronghui ZhangTester Tester: -Develop and implement test cases Tester: -Develop and implement test cases Kan QiBuilder Builder: - Implement the main functions of system. Builder: - Implement the main functions of system. 47

New member of our team 48 NameRoleconstructiontransition Tu Duong IIV&V & Quality Focal Point IIVV: - Review the project artifacts - Manage Project Quality QFP: -Assess quality management and strategy -Definition of done -Identify traceability matrix IIVV: - Review the project artifacts - Manage Project Quality QFP: -Assess quality management and strategy -Definition of done -Identify traceability matrix

Major Activities in RDCR, Development Phase-Construction Iteration 49

Major Activities in Development Phase-Transition Iteration 50

Iteration Plan Capabilities to be implemented IDCapabilityDescriptionPriority Iteratio n OC-1 Search projects and contributors The system is capable of enabling project contributors to search projects and project creators to search contributors with filter. Besides, it’s capable of displaying the search results in a map interface or a list view. Also, it’s capable of enabling project contributors and project creators to search the most influential projects and project contributors. 11 OC-2 Ranking search results The system is capable of providing a ranking system to rank the search results by influence. The criterion of the influence includes promotion, the completion percentage of the project and the contribution of contributors. 11 OC-3 Recommend projects and contributors The system is capable of providing useful suggestions about projects and contributors. For the project creators, it’ll recommend contributors interested in the project; for the contributors, it’ll recommend influential projects

Capabilities to be tested IDCapabilityPriorityIteration OC-1 Search projects and contributors 11 OC-2 Ranking search results 11 OC-3 Recommend projects and contributors 22 52

Capabilities not to be tested 1.The requirement for max down time. Reason: we don’t have enough time to collect the testing result and testing for this requirement should precede deployment of the system. 2.The requirement for deployment of the system to Thrdplace server. Reason: we will demonstrate the deployment of the system onto Thrdplace’s server 53

Risk management Plan for CCD IDRiskMitigation PlanPriority 1 Disabled function of NDIs, for example, Solr. Prepare for local access to the web site Prepare for a recorded showing required functionalities Exam all functions before CCD 1 2 Clients and team members cannot attend CCD Confirm attendance before CCD Reschedule the date of CCD 2 3 Clients do not make enough preparation, for example, forgetting to bring user test scenarios. Send or make phone call before CCD. Reschedule the date of CCD 3 4 Technical staff does not make enough preparation, for example, lacking user manuals. Ask more than one team members to bring user manuals. 3 5 Disabled laptop during CCDPrepare for sub-laptops for CCD. 4 54

CCD Preparation Plans Feedback Form ID Capability CommentsScore (1-10) Improvements needed/suggested Changes to ‐ be considered (Reprioritized capabilities, requirements, GUI, etc.) Risks (Possible risks, New risks introduced, risks mitigated, etc.) PerformanceUsabilitySatisfaction OC-1 Search projects and contributors OC-2 Ranking search results OC-3Recommend projects and contributors 55

IIV&Ver and Quality Focal Point Tu Duong 56

Feasibility Evidence Capability RequirementProduct Satisfaction CR-1: Display recommendation section on every pageFeasibility Evidence: Solr is the search engine used to provide recommendation results. Then the results can be displayed on each page. Referred use case diagram: UC-04 CR-2: Project and project contributors can be searched by project contributors/ creators using filters (geography, etc.) Feasibility Evidence: Solr is the search engine used to provide search results. Moreover, Solr has the strong feature of faceted navigation, which allows project contributors and creators to explore a collection of information by applying multiple filters. Referred use case diagram:UC-02 CR-3: Search for the most influential projects and creators. Feasibility Evidence: Solr is the search engine used to provide search results. To search for the most influential projects and creators, we need to define the word ‘influential’ clearly to come up with an appropriate algorithm to implement it on the search engine. Referred use case diagram: UC-03 CR-4: Search result can be seen in a list viewFeasibility Evidence: Solr is the search engine used to provide search results. Then list all the results on the page after a project creator or contributor clicks on the search button. Referred use case diagram: UC-06 57

RisksRisk ExposureRisk Mitigations Potential Magnitude Probability Loss Risk Exposure 1 Unable to connect to database on the development server - Currently, we are not having the full access permission to Solr on the development server Our developers are trying to contact ThrdPlace’s engineers to request the access permission. Update [02/10/2014]: they gave us the full access to Solr. We are able to connect to database. 2 The final product may not be fully tested on the ThrdPlace’s main server We asked the client to provide us the development server which is identical with the main server. 3 Incomplete database We are working directly with ThrdPlace’s engineers to get this set up. Update [02/10/2014]: They have completed setting up their database. Our developers are testing this. 4 Database inconsistency We noticed the client and he will have his database architects to remove these consistencies. Also, they create and handle a test database on development server for us to test. This test database is identical with the database they are using. Risk Management 58

RisksRisk ExposureRisk Mitigations Potential Magnitude Probability Loss Risk Exposure 5 Search performance may not satisfy project creators or contributors Apache Solr is an incredible high- performance, full-featured text search engine that will allow us to provide higher quality search results 6 Scope increases or changes in the requirements We discussed with the client about the scope of this class, and he agreed to stay with current requirements 7 Recommendation may not satisfy project creators or contributors’ actual needs. - Because creators and contributors only provide limited information to ThrdPlace and it’s hard to do recommendation with incomplete knowledge Communicate with clients and suggest collecting more information from project creators and contributors in register module or project-management module of ThrdPlace. 8 Influential score may not measure the project or contributor’s impacts accurately Developers and Operational Concept Engineer will carefully evaluate the mechanism of influence measuring service and create a solution best suited to ThrdPlace platform. 9The Solr server is not working correctly Apache Solr has been proving that it is a stable search engine Risk Management 59

RisksRisk ExposureRisk Mitigations Potential Magnitude Probability Loss Risk Exposure 10 Solr or Java is upgraded to newer version and is not backward compatible This is a expected and controlled risk. We have control which version we want to install and use. That say, we will have time to fix the code to make it compatible with newer version. 12 ThrdPlace’s main server is down In this case, the whole ThrdPlace website is down, and in general, no one can access our product. Also, this is out of our control. Therefore, speaking of our product, this risk would not have a big impact on our team. Risk Management 60

Capability Goals Capability Requirement Win- Conditions Use CasesTest Cases OC_1 Search Project and Contributors and display in the list view CR-2 CR-4 WC_2448, WC_2442 UC_01 UC_02 TC_01 TC_02 OC_2 Ranking search Results By Influence CR-3WC_2441UC_03TC_03 OC_3 Recommend Projects and Contributors CR-1WC_2800 UC_04 UC_05 TC_04 Traceability Matrix 61

Technical Debt Details/SolutionStatus Requirements Volatility We were suffering from inconsistent or ambiguous requirements. We needed to resolve it in order to move forward. So, we held another win-win negotiation with our client and fixed the requirements Solved (Fall 2013) Lack of knowledge in search engine Nobody on the team has experience in implementing a search engine. This causes our prototype progress to be slow and the initial prototype only covers the user interface. So, we spent time learning knowledge of search engine and finally chose Apache Solr after careful comparison Solved (Fall 2013) Lack of database for testing We did not had any database to test our prototype on. So, we consulted our client. He provided us with the attributes of the database. We designed the database with those attributes and populated the database with mock data on the local machine. Solved (Fall 2013) The product hasn’t been tested on remote server We only ran our product on the local machine (localhost). We talked with the client and he agreed to provide us a development environment on his server. This development environment will be identical with the current ThrdPlace server’s environment. We are working with ThrdPlace’s engineers to set this up. In Progress 62

Technical Debt Details/SolutionStatus The product needs to be tested on ThrdPlace server After passing all the tests on development server, we need to test the product on the main ThrdPlace server before delivery Need to solve 63

Factors Software feature delivery Active attitude to the job Software feature quality Working efficiency Communication ability Code quality Initial prototype Prototype on dummy database Final Prototype Deliverable product on development environment In progress Deliverable product on ThrdPlace main server 64 Metric – Client Feedback

Definition Of Done (DoD) 65  Solr and Database is Ready  Code is review and meeting development standards  Source code is committed to the server  Unit tests written and passing  Pass integration testing  Pass monkey testing  The product must meet the requirements  OK from the client  The product is deployed on the main website  Complete all technical and feature Documentation  Technical training