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Chapter 13 System Implementation Modern Systems Analysis and Design Seventh Edition Jeffrey A. Hoffer Joey F. George Joseph S. Valacich

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Page 1: Modern Systems Analysis and Design - Ligentcourseinfo.ligent.net/2016sp/related_files/hoffer_msad6e... · 2017. 11. 10. · Chapter 13 System Implementation Modern Systems Analysis

Chapter 13System Implementation

Modern Systems Analysisand Design

Seventh Edition

Jeffrey A. Hoffer Joey F. George

Joseph S. Valacich

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 2Chapter 13

Learning Objectives

ü Describe the process of coding, testing, and converting an organizational information system and outline the deliverables and outcomes of the process.

ü Prepare a test plan for an information system.ü Apply four installation strategies: direct, parallel, single-

location, and phased installation.ü List the deliverables for documenting the system and for

training and supporting users.ü Compare the many modes available for organizational

information system training, including self-training and electronic performance support systems.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 3Chapter 13

Learning Objectives (Cont.)

ü Discuss the issues of providing support for end-users.ü Explain why system implementation sometimes fails.ü Describe the threats to system security and remedies

that can be applied.ü Show how traditional implementation issues apply to

electronic commerce applications.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 4Chapter 13

FIGURE 13-1Systems development life cycle with the implementation phase highlighted

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 5Chapter 13

System Implementationn Six major activities:

¨ Coding¨ Testing¨ Installation¨ Documentation¨ Training¨ Support

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 6Chapter 13

System Implementation (Cont.)

n Purpose:¨ To convert final physical system

specifications into working and reliable software

¨ To document work that has been done

¨ To provide help for current and future users

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 7Chapter 13

The Process of Coding, Testing, and Installation

n Coding¨ Physical design specifications are turned into working

computer code.n Testing

¨ Tests are performed using various strategies.¨ Testing is performed in parallel with coding.

n Installation¨ The current system is replaced by a new system.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 8Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 9Chapter 13

Documenting the System, Training Users, and Supporting Users

n Two audiences for final documentation:¨ Information systems personnel who will maintain

the system throughout its productive life¨ People who will use the system as part of their

daily livesn User Training

¨ Application-specific¨ General for operating system and off-the-shelf

software

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 10Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 11Chapter 13

Software Application Testingn A master test plan is developed during the

analysis phase.n During the design phase, unit, system and

integration test plans are developed.n The actual testing is done during

implementation.n Written test plans provide improved

communication among all parties involved in testing.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 12Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Seven Different Types of Tests

n Static or dynamic techniques¨Static testing means that the code being tested

is not executed.¨Dynamic testing involves execution of the code.

n Test is automated or manual¨Automated means computer conducts the test.¨Manual means that people complete the test.

13Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Seven Different Types of Testsn Inspection: a testing technique in which

participants examine program code for predictable language-specific errors

n Walkthrough: a peer group review of any product created during the systems development process, including code

n Desk checking: a testing technique in which the program code is sequentially executed manually by the reviewer

14Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Seven Different Types of Tests (Cont.)

n Unit testing: each module is tested alone in an attempt to discover any errors in its code

n Integration testing: the process of bringing together all of the modules that a program comprises for testing purposes¨Modules are typically integrated in a top-down

incremental fashion.

15Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Seven Different Types of Tests (Cont.)

n System testing: the bringing together of all of the programs that a system comprises for testing purposes¨Programs are typically integrated in a top-

down, incremental fashion.

16Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Seven Different Types of Tests (Cont.)

n Stub testing: a technique used in testing modules, especially where modules are written and tested in a top-down fashion, where a few lines of code are used to substitute for subordinate modules

17Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

The Testing Process

n The purpose of testing is to confirm that the system satisfies the requirements.

n Testing must be planned.n Test case is a specific scenario of

transactions, queries or navigation paths.

18Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 19Chapter 13

The Testing Process (Cont.)

n Test cases represent either:¨ Typical system use¨ Critical system use, or¨ Abnormal system use.

n Test cases and results should be thoroughly documented so they can be repeated for each revision of an application.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 20Chapter 13

FIGURE 13-4Test case results form

(Source: Adapted fromMosley, 1993.)

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Testing Harness

n Automated testing environmentn Reviews code for:

¨Errors¨Standards violations¨Other design flaws

n Expand the scope of the tests beyond the current development platform

21Chapter 13

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Testing Harness (Cont.)

© 2014 Pearson Education, Inc. Publishing as Prentice Hall 22Chapter 13

Figure 13-5NUnit, a unit testing framework for .NET

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 23Chapter 13

n Coding and testing often go together.n Big companies have dedicated test staff.n With eXtreme programming (XP) a

common technique is refactoring.n Refactoring = making a program simpler

after adding a new feature

Combining Coding and Testing

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 24Chapter 13

Acceptance Testing by Users

n Acceptance testing: the process whereby actual users test a completed information system, the end result of which is the users’ acceptance of it

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 25Chapter 13

Acceptance Testing by Users (Cont.)n Alpha testing: user testing of a completed

information system using simulated datan Beta testing: user testing of a completed

information system using real data in the real user environment

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Acceptance Testing by Users (Cont.)n Types of Alpha Test:

¨ Recovery testing — forces software (or environment) to fail in order to verify that recovery is properly performed

¨ Security testing — verifies that protection mechanisms built into the system will protect it from improper penetration

¨ Stress testing — tries to break the system¨ Performance testing — determines how the system

performs on the range of possible environments in which it may be used

26Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 27Chapter 13

Installation

n Installation: the organizational process of changing over from the current information system to a new one

n Four installation strategies:¨ Direct Installation¨ Parallel Installation¨ Single-location installation¨ Phased Installation

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Direct Installation

n Direct installation: changing over from the old system to a new one by turning off the old system when the new system is turned on

28Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Parallel Installation

n Parallel installation: running the old information system and the new one at the same time until management decides the old system can be turned off

29Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Single-Location Installationn Single-location installation: trying out an

information system at one site and using the experience to decide if and how the new system should be deployed throughout the organization

n Also known as location or pilot installation

30Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Single-Location Installation (cont.)

31Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Phased Installationn Phased Installation: changing from the

old information system to the new one incrementally, starting with one or a few functional components and then gradually extending the installation to cover the whole new system

32Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Phased Installation (cont.)

33Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 34Chapter 13

Planning Installation

nConsiderations¨Data conversion

nError correctionnLoading from current system

¨Planned system shutdown¨Business cycle of organization

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Documenting the System

n System documentation: detailed information about a system’s design specifications, its internal workings, and its functionality

n User documentation: written or other visual information about an application system, how it works, and how to use it

35Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Documenting the System (Cont.)

n Internal documentation: system documentation that is part of the program source code or is generated at compile time

n External documentation: system documentation that includes the outcome of structured diagramming techniques such as data flow and E-R diagrams

36Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 37Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 38Chapter 13

Figure 13-7Example of online user documentation(Source: Microsoft Corporation.)

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Generic User’s Guide Outline

© 2014 Pearson Education, Inc. Publishing as Prentice Hall 39Chapter 13

Preface1. Introduction

1.1. Configurations1.2 Function flow

2. User interface2.1 Display screens2.2 Command types

3. Getting started3.1 Login3.2 Logout3.3 Save3.4 Error recovery3.n [Basic procedure name]

n. [Task name]Appendix A—Error Messages

([Appendix])Glossary

TermsAcronyms

Index

Source: Adapted from Bell and Evans, 1989.)

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Training and Supporting Users

n Support: providing ongoing educational and problem-solving assistance to information system users

n For in-house developed systems, support materials and jobs will have to be prepared or designed as part of the implementation process.

40Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 41Chapter 13

Training Information Systems Usersn Potential training topics

¨ Use of the system¨ General computer concepts¨ Information system concepts¨ Organizational concepts¨ System management¨ System installation

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Types of Training Methodsn Resident expertn Traditional instructor-led classroom

trainingn E-learning, distance learningn Blended learning (instructor plus e-

learning)n Software help componentsn External sources (e.g. vendors)

42Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Training Information Systems Users (Cont.)n Electronic performance support system

(EPSS): component of a software package or an application in which training and educational information is embedded

n An EPSS can take several forms, including a tutorial, an expert system shell, and hypertext jumps to reference materials.

43Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 44Chapter 13

Supporting Information Systems Usersn Support is important to users, but has

often been inadequate.n Providing support can be expensive and

time-consuming.n Vendors usually charge for their

support, using 900- numbers, or charge a fee for unlimited or monthly support.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Automating SupportnOne approach is through

automation.¨Internet-based online support

forums¨On-demand fax¨Voice response systems¨Knowledge bases

45Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 46Chapter 13

Providing Support Through a Help Desk

n Help desk: a single point of contact for all user inquiries and problems about a particular information system or for all users in a particular department

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 47Chapter 13

Providing Support Through a Help Desk (Cont.)

n Requires¨Technical skills: extensive knowledge

about how to use the system and typical problems that can be encountered

¨People skills: good listening and communication, dealing with complaints and frustrations

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 48Chapter 13

Support Issues for the Analyst to Considern User questions and problemsn Recovery and backupn Disaster recoveryn PC maintenancen Writing newslettersn Setting up user groups

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 49Chapter 13

Organizational Issues in Systems Implementationn Why does implementation sometimes fail?n Traditional wisdom of primary success factors:

¨Management support¨User involvement¨But these are not enough

n Other important factors¨Commitment to project¨Commitment to change¨Extent of project definition and planning

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Factors Influencing System Use

n Personal stake of usersn System characteristicsn User demographicsn Organizational supportn Performancen Satisfaction

50Chapter 13

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Success Factors

© 2014 Pearson Education, Inc. Publishing as Prentice Hall 51Chapter 13

Figure 13-10Implementation success(Source: Adapted from Lucas, H. C. 1997.Information Technology for Management. New York: McGraw-Hill, with the permission of the McGraw-Hill Companies. All rights reserved.)

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Security Issues

n Increasingly important issue for organizations and their management

n Malicious software (malware): includes Trojan horses, worms, viruses, and other kinds

n External sources of threats include laptop theft, system penetration, and denial of service.

52Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 53Chapter 13

Table 13-8 Selected Statistics on IT Security

(Source: Data from Computer SecurityInstitute [Richardson], 2011.)

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Electronic Commerce Application: System Implementation for Pine Valley Furniture’s WebStore

n Developing test cases for the WebStore include testing categories as follows:¨Simple functionality¨Multiple functionality¨Function chains¨Elective functions¨Emergency/crisis

54Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Developing Test Cases for WebStoren Test case forms had the following sections:

¨Test Case ID¨Category/Objective of Test¨Description¨System Version¨Completion Date¨Participants¨Machine Characteristics (processor, operating

system, memory, browser, etc.)¨Test Result¨Comments

55Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Bug Tracking and System Evolutionn Bug-tracking form has the following categories:

¨ Bug Number (simple incremental number)¨ Test Case ID that Generated the Bug¨ Is the Bug Replicable?¨ Effects¨ Description¨ Resolution¨ Resolution Date¨ Comments

n As batches of bugs are fixed, the version number of the software is incremented (below 1.0 during development and testing).

56Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

Alpha and Beta Testing the WebStoren Alpha Testing:

¨PVF employees who actively participated received a t-shirt and $100 to shop.

¨Development team conducted extensive recovery, security, stress, and performance testing.

n Beta Testing¨PVF recruited several of their established

customers to help in beta testing.57Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall

WebStore Installation

n WebStore was ready to go online and development team recommended to top management that it was time to “flip the switch”.

58Chapter 13

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 59Chapter 13

Project Close-Downn Evaluate team.

¨Reassign members to other projects.n Notify all affected parties that the

development project is ending and that you are switching to operation and maintenance mode.

n Conduct post project reviews.n Close out customer contract.

¨Formal signoff

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 60Chapter 13

Summaryn In this chapter you learned how to:ü Describe the process of coding, testing, and converting

an organizational information system and outline the deliverables and outcomes of the process.

ü Prepare a test plan for an information system.ü Apply four installation strategies: direct, parallel, single-

location, and phased installation.ü List the deliverables for documenting the system and

for training and supporting users.

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© 2014 Pearson Education, Inc. Publishing as Prentice Hall 61Chapter 13

Summary (Cont.)ü Compare the many modes available for organizational

information system training, including self-training and electronic performance support systems.

ü Discuss the issues of providing support for end-users.ü Explain why system implementation sometimes fails.ü Describe the threats to system security and remedies

that can be applied.ü Show how traditional implementation issues apply to

electronic commerce applications.

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Copyright © 2014 Pearson Education, Inc. Publishing as Prentice Hall