User:Nunolf/RT Manual draft
Tentative to merge UCST/Operations RT manual
About this page
This page provides technical details about the Requirement Tracker tool (RT), used by the EGI collaboration to store, monitor and resolve requirements and recommendations communicated by user communities and NGIs to EGI. The page provides manuals and background information to those who wish to:
- Submit requirements and recommendations to EGI
- Browse requirements and monitor progress
- Expand or comment requirements
- Provide complete or partial solution to requirements
The evolution of the European Grid Infrastructure is driven by the users. Therefore capturing and communicating feedback from users to the infrastructure, as well as to technology operators and providers, is a key goal for the User Community Support Team (UCST; NA3 activity of EGI-InSPIRE) and for the project as a whole. The EGI-InSPIRE project has established and runs a well-defined process to collect, capture, process, and resolve user requirements and recommendations. Requirements and recommendations are collected from users through various electronic channels and face-to-face communication mechanisms. A queue called "Requirements" has been setup in the EGI RT (Request Tracker) system to store requirement tickets, to monitor user demands and to resolve problems. Throughout this page the term "Requirement Tracker" and the acronym "RT" refer to the "Requirements" queue of the EGI Request Tracker system.
Submitting a new requirement (ticket) to EGI
Anyone can submit requirements to EGI through the RT system, as long as they have an EGI SSO account. After login in into the RT system, the user must choose the "Requirements" queue, the place where all requests are stored and analyzed. The ticket requestor needs to specify both mandatory and optional fields, while providing a detailed description of the requirement. If this step is properly done, the requirement is tagged in such a way that the solution providers can be called to take an action upon the ticket in an easy and timely manner. A detailed description on how to submit a requirement can be found here.
Browsing, monitoring requirements - Dashboards
Pre-defined queries, "Dashboards", are available for the RT system to browse requirement tickets and to monitor progress while solving them. All the dashboards are public and thus associated tickets are also publicly visible as well. The RT system can host any number and type of Dashboards. Should your community requires a customized view to the requirements, please request the setup of a new Dashboard by sending an e-mail to the User Community Support Team. A complete list of Dashboards on the EGI RT system can be found here. A brief description of the currently available Dashboards is presented in the next document sub-sections.
List of all the requirements
|All||This dashboard lists all the requirements that EGI is aware of and stores in the RT system|
Filtering requirements by the submitter
These Dashboards filter tickets by "Submitter", i.e. by the potential VRC, NGI or other entity who submitted requirements.
Dashboards for scientific communities
Scientific communities can use a customized RT Dashboard, where all tickets raised by that community are listed in an easy and friendly way. We envisage that that these Dashboards could be "advertised" inside the respective gateway/webpage, thus making a strong link between user feature requests and EGI.
|Astronomy & Astrophysics||Astronomy & Astrophysics (potential VRC) requirements listing|
|Computational Chemistry||Computational Chemistry (potential VRC) requirements listing|
|Earth Sciences||Earth Sciences (potential VRC) requirements listing|
|eHumanities||eHumanities (potential VRC)requirements listing|
|Hydro-meteorology||Hydro-meteorology (potential VRC) requirements listing|
|Life Sciences Grid Community||Requirements from the Life Sciences Grid Community: Life Sciences Grid Community (potential VRC), biomed (VO), lsgrid (VO) and vlemed (VO)|
|WeNMR||Requirements from the WeNMR community: WeNMR (potential VRC) and enmr.eu (VO)|
|WLCG||WLCG (potential VRC) requirements listing|
Dashboards by Requirements Status
The EGI RT "Requirements" queue has six configured ticket status. These status are used in the workflow while processing all requirements arriving to this queue. The respective Dashboards are listed below, as well as a catch-all status.
|AllStatus||AllStatus tickets ordered by Status|
Dashboard for Heavy User Communities
This Dashboard lists tickets that were submitted by the Heavy User Communities (HUCs). HUCs are User communities that are advanced and experienced in terms of grid usage, operate (at least to some extent) support services for their own members and therefore are less dependent on EGI user support services.
|HUCs||Heavy User Communities requirements listing|
Dashboard for National Grid Infrastructures
This Dashboard lists tickets that were submitted by National Grid Infrastructures/Initiatives (NGIs). These entities provide the resources within EGI.
|NGIs||National Grid Infrastructures requirements listing|
This Dashboard lists tickets that were submitted by Virtual Organizations (VOs). A VO is a group of people with similar interests and requirements, who have physical access to the European Grid Infrastructure thus are able to work collaboratively with other members and/or can share resources regardless of geographical location. A VO can be associated to a VRC, or can exist independently from VRCs.
|VOs||VOs (Virtual Organisations) requirements listing|
This Dashboard lists tickets that were submitted by projects that are part of the EGI community.
|Projects||Projects requirements listing|
Filtering requirements by category
These Dashboards filter tickets based on the subject of the requirements (Subject here means the entity that the requirements refers to.)
|NA3||Requirements for software tools that are developed and/or provided by the NA3 work package of EGI-InSPIRE|
|Operational Tools||Requirements for Grid Operational Tools that are developed by the JRA1 work package of EGI-InSPIRE|
|UMD||Requirements for Unified Middleware Distribution (UMD)|
Expanding and commenting requirements
While the "Subject", "Requestor", "Category", "Tags" and "Description" fields of a requirement ticket cannot be changed, the submitter, the solution provider(s) or any third party, can attach comments and replies to tickets. Comments and replies are recorded in ticket history and both are publicly visible. Comments are also sent by the RT system in e-mail to the requestor (the person who submitted the requirement ticket), while comments are not sent in e-mail. Comments and replies must be used to attach details and background information to a requirement ticket, to discuss the reported demand and possible solutions. Any user with an EGI SSO account can attach comments to requirement tickets. This process is described below.
1) Open the ticket you want to comment/reply.
In order to comment/reply to a ticket, the user should search for the specific ticket in the RT system either through the unique ticket identifier or using keywords. After opening the relevant ticket, the user should click the proper button which triggers the comment/reply (see red box in the figure below).
Reply - your reply will be annexed to the ticket and an e-mail notification will be sent to both the "Requestor(s)" and "Owner".
Comment - your comment will be annexed to the ticket and no notifications will be sent to "Requestor(s)" or "Owner"; it is considered to be an internal comment.
2) Provide feedback to be annexed into the ticket.
After the previous step, a new window will be presented to the user. You should reply/comment using the EGI RT in-build text editor. Once your feedback was typed, do not forget to hit the "Update Ticket" button. The figure below shows the reply window to a ticket, highlighting in red boxes the relevant ticket fields to this step.
If we had chosen the "Comment" option instead of "Reply", we would see in the field "Update Type:" the value "Comments (Not sent to requestors)".
Providing solution to a requirement
The workflow below described was defined taking into consideration the following goals:
- assure that simple requirements are resolved quickly
- complex requirements are expanded and broken into smaller resolvable units, quickly and efficiently
- be fair to technology providers: any potential technology or solution provider can see and offer solution to any requirement
- be transparent: EGI stakeholders can see the evolution or requirements
- identify potential solution providers without causing too much noise (spam) within the community
With these goals present, EGI requirements are resolved accordingly to the following high level workflow:
- Consistency check
- Allocation to responsible person/group
- Completeness check
- Providing solution from the EGI-InSPIRE project
- Involving external solution providers
- Closing the ticket
- Validating the solution
|Step #||Action||Responsible party||Description of action|
|1.||Consistency check||UCST||Actions performed in this step:
Change values of fields if necessary. Contact submitter if necessary. The ticket status can be either New or Open.
|2.||Formally accept the ticket||UCST||Formal acceptance of the ticket means to allocate an owner to the ticket. The owner is responsible for solving the ticket but not necessarily be the solution provider. Owner is chosen based on the content of the "Category (level 1)" field of the ticket:
The ticket status can be either New or Open.
|3.||Evaluate the technical completeness and correctness of the request||Ticket owner||Evaluation at this stage means:
|4./5.||Provide solution from the EGI-InSPIRE project or Involve external solution providers||Ticket owner||
|6.||Close the ticket||Ticket owner||
|7.||Validate the solution||Requestor||
Technical details on ticket management
For further information about technical details on how ticket management inside EGI RT is done, report to the following wiki link under construction.