ࡱ> q ^Ybjbjt+t+ 4AAMT7]DDDD&E&E&E:E:E:E:E8rE<E:EnVGLG(GGG.JRJJ$SGм&EJII@JJм@ODDGG$VG@O@O@OJDGD8G:E:EDDDDJ@OJ@ORDEGFDO:E:ErL"t  ASK ClientName "Organization Name" \* MERGEFORMAT VPS 101 Bloomberg L.P. Bloomberg Message Search suggested requirements v0.1 Prepared For:Autonomy Contacts:Bloomberg Bloomberg L.P. 731 Lexington Avenue New York, NY 10022 www.bloomberg.com James Cariello  HYPERLINK "mailto:jcariello@bloomberg.net" jcariello@bloomberg.net 212-617-4741 Mohan Patnam  HYPERLINK mailto:Mpatnam@bloomberg.net mpatnam@bloomberg.net  Autonomy Professional Services David Neubert Director, Consulting Services 401-885-9462  HYPERLINK mailto:dneubert@verity.com dneubert@verity.com  This document represents my best understanding of Bloombergs requirements for Bloomberg Message Search. My intent is to provide a starting place for the formal requirements associated with the SOW for the Bloomberg Message Search project. A finalized formal requirements document would serve to allow creation of a development plan and finalized statement of work. I look forward to refining our mutual understanding of this projects requirements so that we may proceed to a successful design and implementation. If you have any questions, please do not hesitate to call for clarification. Sincerely, Brent Miller Development project lead, Consulting Services 408-802-3900. Requirements Summary The application this document describes is further defined in a separate Statement of Work. API requirements Search requests are sent to the API: With search string of no more than 32000 bytes of UTF-8 VQL-format queries With sort specification (ascending, descending; sorted by ingest date, message date or relevance) With identifier enumerating a combination of 5 classifications to which returned messages must belong (one classification being all messages) With accompanying unique identifier for Recipient whose messages are to be searched. With identifiers for the language and character set code page of the search query string. Ingested messages are provided to API: Via in-memory buffer (identified with a pointer and number of bytes) With accompanying unique identifier that will remain consistent from ingestion to subsequent searches or updates With code page (character set) and language identified for at least ???% of messages. Code pages of submitted messages will be in the set: ??? (do not include Bloomberg ascii-esque code page, for sake of highlighting???) Or use wrapper to convert code page to UTF-8 before highlighting, and then convert back before returning??? With code page (but not language) identified for all remaining messages At least ???% of messages will be UTF-8 English With authoritative unique identifier for Sender With authoritative unique identifier(s) for up to 32000 recipient(s) Autonomy will provide libraries with a C API providing: Ingestion of messages (to become searchable) into the search system Launch of searches Results restricted by user Returned results, sorted by time of message ingest, relevance, or message date Returned results including: message id, message subject, message sender, message date Document viewing with relevant search terms highlighted (Possibly) Return notification of message folder classifications per user Required ingest process characteristics Indexing robustness/handling of rejected docs??? Search system will identify (accuracy???) language and character set encoding of documents that Bloomberg has not identified upon submission Cost requirements Initial hardware resources, named by Autonomy, to meet system requirements will cost less than $??? per user System maintenance (not including subsequently developed features or subsequent development) shall be offered by Autonomy at a cost less than $??? per user per year The API itself will be implemented on a secure network, and there is no requirement for authentication or encryption of data or transmissions on Autonomys part. Instant update of search results with newly arrived docs??? Profiling into folders??? Reliability requirements Search system allowing for entire system failure with failover to redundant system hosted in alternate site connected via WAN??? with throughput of ??? (one site in NY, on in NJ) System solution can meet all requirements during one complete server node failure System solution can survive two concurrent complete server node failures without loss of functionality, but at performance of 75% the normally required level A loss of in-progress search transactions is possible upon each system node failure Turning of machines??? Data characteristics Each message no more than 150k bytes Submitted messages must use one of the following languages to become searchable: English, German, .??? Submitted messages must use one of the following character set encodings to become searchable: UTF-8, ??? Submitted messages in other languages or character sets will not harm the search system, but may not become searchable. At least 75% of all messages submitted will be English-language messages using the UTF-8 character set code page. These messages will be submitted with the language and character set code page correctly identified by Bloomberg via the provided API. Another character set code page other than UTF-8, such as Bloombergs internal modified-ascii code page, may be substituted for UTF-8, at Autonomys discretion, up to the end of the 18th week after the project start date(*). Messages submitted will be in text format, adhering to RFC 822??? Messages contain Sender,From,Date,Subject header fields that can be returned in search results. Each field consists of 80 chars or fewer, or enumerated integral values between 2,147,483,647 and 2,147,483,648 Message recipients will not be included in message headers, but will be communicated via the C API In any interval of performance measurement will, at least 65% of all submitted searches will be sorted by ingest date Performance Requirements Ingest: Latency: 10 seconds or below average over 24 hours; 4 minutes peak Throughput: 500,000 msgs per hour; 20000 in 10 seconds peak; Up to 800 Mb/hour Search: Latency: <= 3 seconds, average latency over 24 hours; 10 seconds peak Throughput: 1200 msgs per minute; 200 in ten seconds peak Highlighting: Latency: <= 3 seconds, average latency over 24 hours; 10 seconds peak Throughput: 1200 msgs per minute; 200 in ten seconds peak Scale: Number of users: Hosts up to 400k users Features Ability to search inbound messages, outbound messages, or both Ability to apply date constraint of messages Scalable to 1 year of history on messages, even at 10-12 million messages per day Fully integrated into current Bloomberg Messaging Application Future and optional features Profiling into folders, and notification of each messages folders to Bloomberg system Persistent notification of hits in newly arriving messages, for open search sessions Ingest and search of attachments Filtering and alerting of incoming messages Automatic classification of messages across 15 Bloomberg priority message types Up to twenty personal folders per user to classify and filter messages Ability to display only those messages that pass through user selected folder filters Simple Search characteristics Reasonable modifications to Autonomys default thesaurus will be made, or a customized knowledgebase will be provided, as possible, to accommodate industry-specific linguistics identified by bloomberg. ??? Required Deliverables Milestone 1 (4 weeks from start*): A design for an implementation that will ultimately meet requirements with reasonable predictability A 5-month development schedule with measurable milestones each month, leading to a predictable fulfillment of all requirements upon 6 months from project start. During this time Bloomberg will provide to Autonomy ??? H/W, and will make available at its New York site representative hardware, including ??? Bloomberg will provide 10 representative messages before start Bloomberg will provide 100 representative messages before end of week 2 Milestone 2 (8 weeks from start*): 1000 representative messages Milestone 3 (12 weeks from start*): 100,000 representative messages Milestone 4 (16 weeks from start*): ??? Milestone 5 (20 weeks from start*): ??? * Project start is earliest date on which both Autonomy and Bloomberg have signed the SOW and formal requirements. Message Profiler profiles incoming messages for a variety of purposes, such as to: Classify incoming messages under one or more (up t to five) user defined folders Facilitate filtered search against these folders Filter incoming messages displaying only those messages under select folders Automatically notify the user when an incoming message hits his select folders Production Scale Backend the application backend stores, mechanisms, and process necessary to meet anticipated production scale. This will include one collection and profile net per user (currently 200,000 users) and the corpus of messages currently is 10-12 million per day (65 gig per day) accumulating to approximately 1000 million messages (6,500 gig) per fiscal quarter, 4,000 million messages per year, 20,000 million messages over 5 years, depending on the history maintained. Administration Mechanisms the administration mechanisms necessary to setup, administer, monitor, and maintain the application and the background stores in the anticipated production environments, including reporting and administration interfaces for overall application control, administrative alerting for application-level exceptions, PXE boot services for new nodes coming online, task assignment for nodes completing the OS boot process, storage and propagation of current node configurations and activity status, and monitoring and restarting of nodes and node-level processes Application Test Harness the JAVA/JSP user interface test harness that Autonomy will use to demonstrate and initially prove all functionality. The Application Test Harness will also be used as a cross-check against the GTK application functionality developed by Bloomberg. C-API wraps the search functionality necessary for the GTK User Interface Application for Message Search. GTK User Interface Application - the Message Search application. C. PHASES 1. PHASE 1 Application Iteration 1 Deliverables Month 1 Design, C-API Index and Search D1.1 Requirements Document D1.2 Design Document D1.3 Hardware Recommendations JanFebMarAprilMayJuneM1D1.4 Bloomberg and Autonomy Development Environments D1.5 C-API for Index and Search D1.6 Application Iteration 1 of 6 4 -5 weeks 7 Autonomy resources, 1300-1500 hours  Phase Objectives Validate the requirements, specifications and design for the Messaging Application Validate correlative development, staging, and production hardware environments Setup three parallel development environments: Bloomberg, Autonomy on-site, and Autonomy off-site Deliver Message Application Iteration 1 of 6, including C-API for index and search Enable parallel development of subsequent overlapping engagement phases Description of Deliverables D1.1 Requirements Document documents the high-level requirements and specifications for the Messaging Application. Sign-off on the Requirements Document by both Bloomberg and Autonomy is required before proceeding into subsequent phases of this engagement. D1.2 Design Document documents the high-level design for the Messaging Application, including development, staging, and production hardware and environments, as well as a draft of the Messaging C-API to which Bloomberg will write its GTK-based Messaging application. Sign-off on the Design Document by Bloomberg and Autonomy is required before proceeding into subsequent phases. D1.3 Hardware Recommendations documents Autonomys high-level hardware recommendations for the Messaging Application, including development, staging, and production environments. Sign-off that Autonomys recommendations have been received by Bloomberg is required before proceeding into subsequent phases of this engagement D1.4 Bloomberg and Autonomy Development Environments for three parallel development tracks: (1) Autonomy off-site application development (2) Autonomy on-site application assembly, integration, configuration and testing (3) Bloomberg GTK-based Application development D1.5 C-API (for Index and Search) the initial iteration of the C-API, delivering limited index and search functionality only and utilizing a mock backend simulating at most 10 users and 10 days of messages. The primary purpose of this deliverable is to enable Bloomberg staff to initiate early parallel development the GTK-based Messaging Application. D1.6 Application Iteration #1 the initial iteration of the UI Test Harness for the Messaging Application. Iteration #1 will not be production scalable, a functional model only, utilizing the same mock backend as the C-API, and is not required to reproduce the look and feel of the Bloomberg GTK application. PHASE 2 Application Iteration 2 Deliverables Month 2 Full Function Model, C-API D2.1 Requirements Document (refined) D2.2 Design Document (refined) D2.3 C-API (for Profiling and Personal Folders) JanFebMarAprilMayJuneM1M2M3M4M5M6D2.4 Application Iteration #2 4 weeks 6 Autonomy resources, 1080 hours  Phase Objectives Deliver full function C-API (index, search, profiling, personal folders) Enable full parallel development by Bloomberg and Autonomy Deliver Application Iteration 2 of 5 Description of Deliverables D2.1 Requirements Document (refined) documents changes in requirements and specifications that may surface before or during this phase. A change in requirements must specify and document the required additional hours and impact to scheduling (if any) and is not accepted by Autonomy until or unless there is sign-off by the Bloomberg lead and the Autonomy lead. If additional hours are required to accommodate a requirements change, these hours can be borrowed from the contingency retainer for this engagement (so long as sufficient hours remain) or must otherwise be allocated by filing an appropriate Change Order against this engagement. D2.2 Design Document (refined) documents refinements to the high-level design for the Messaging Application in regards to profiling and personal folder functionality, and any changes to the design caused by requirements changes mutually agreed to and documented D2.1 above. D2.3 Messaging C-API the full C-API for the Messaging Application, delivering index, search, profiling, and personal folder functionality. The API at this stage will still utilize a mock backend simulating at most 10 users and 10 days of messages, but will be functionality complete. This should enable full parallel development by Bloomberg of the GTK-based Messaging Application. D2.4 Application Iteration 2 (personal folders) - the 2nd iteration of the UI Test Harness for the Messaging Application, delivering full index, search, profiling, and personal folder functionality. This iteration will not be production scalable, but will be a full function model. It will utilizing the same mock backend as the C-API, and is not required to reproduce the look and feel of the Bloomberg GTK application. PHASE 3 Application Iteration #3 Deliverables Month 2-3 Production Backend D3.1 Requirements Document (refined) D3.2 Design Document (refined) D3.3 Production Backend JanFebMarAprilMayJuneM1M2M3M4M5M6D3.4 C-API (with production backend) D3.5 Application Iteration #3 6-7 weeks 6-8 Autonomy resources, 2000 hours  Phase Objectives Deliver full function C-API (index, search, profiling, personal folders) Enable full parallel development Bloomberg and Autonomy Deliver Application Iteration 2 of 5 (personal folders) Description of Deliverables D3.1 Requirements Document (refined) documents changes in requirements and specifications that may surface before or during this phase. A change in requirements must specify and document the required additional hours and impact to scheduling (if any) and is not accepted by Autonomy until or unless there is sign-off by the Bloomberg lead, the Autonomy on-site, and the Autonomy off-site lead. If additional hours are required to accommodate a requirements change, these hours can be borrowed from the contingency retainer for this engagement (so long as sufficient hours remain) or must otherwise be allocated by filing an appropriate Change Order against this engagement. D3.2 Design Document (refined) documents refinements to the high-level design for the Messaging Application (in particular in regards to profiling and personal folder functionality) and any changes to the design caused by requirements changes mutually agreed to and documented D2.1 above. D3.3 Production Backend the production scalable backend mechanisms: Message Normalization and Classification Mechanisms Message Index Dispatch and Index Mechanisms Message Profiling and Folder Mechanisms Message Search Request Dispatch and Search Mechanisms D3.4 Message Search C-API for the Messaging Application utilizing production backend mechanisms D3.5 Application Iteration 3 - the 3rd iteration of the UI Test Harness for Message Search. This iteration is fully production scalable, utilizing the production backend and C-API, but is not required to reproduce the look and feel of the Bloomberg GTK application. PHASE 4 Application Iteration #4 Deliverables Month 4 Application Administration D4.1 Requirements Document (refined) D4.2 Design Document (refined) D4.3 Administration Mechanisms JanFebMarAprilMayJuneM1M2M3M4M5M6D4.4 Message Search C-API (maintained) D4.5 Application Iteration #4 4 weeks 6 Autonomy resources, 1020 hours  Phase Objectives Refine Message Search Application Deliver Message Search Administration and Maintenance Mechanisms Deliver Application Iteration 4 Description of Deliverables D4.1 Requirements Document (refined) documents changes in requirements and specifications that may surface before or during this phase. A change in requirements must specify and document the required additional hours and impact to scheduling (if any) and is not accepted by Autonomy until or unless there is sign-off by the Bloomberg lead, the Autonomy on-site, and the Autonomy off-site lead. If additional hours are required to accommodate a requirements change, these hours can be borrowed from the contingency retainer for this engagement (so long as sufficient hours remain) or must otherwise be allocated by filing an appropriate Change Order against this engagement. D4.2 Design Document (refined) documents refinements to the high-level design for the Messaging Application (in particular in regards to profiling and personal folder functionality) and any changes to the design caused by requirements changes mutually agreed to and documented D2.1 above. D4.3 Administration/Maintenance Mechanisms D4.4 Message Search C-API Iteration #4 D4.5 Application Iteration 4 - the 4th iteration of the UI Test Harness for Message Search, the final iteration before formal quality assurance testing. PHASE 5 Application Iteration #5 Deliverables Month 5 Quality Assurance D5.1 Simulated 250K User Test D5.2 Beta Test D5.3 Application Iterations #5 JanFebMarAprilMayJuneM1M2M3M4M5M6D5.4 Application Iteration #t6 4 weeks 6 Autonomy resources, 1040 hours  Phase Objectives Q/A Message Search Application Production Ready Message Search Application Description of Deliverables D5.1 Simulated 250K User Test - proves the readiness of the Message Search Application for Beta Testing, which may include all Bloomberg users and select Bloomberg customers. This test ensures that the application is free of performance problems as well as all known defects that produce either fatal errors, erroneous results, or enter into a state where there is no work around. Exceptions are minor cosmetic problems and minor (but acceptable) performance problems still undergoing tuning. D5.2 Messaging Application #5 - ready for Beta Test D5.3 Beta Test - proves the readiness of the Message Search Application for full Production Release. At the conclusion of this track, the application should be free of all known defects and performance problems that Bloomberg considers unacceptable for commercial release. D5.4 Messaging Application #6 -.ready for Production Launch PHASE 6 Production Application Deliverables Month 6 Production Launch Support D6.1 Production Launch D6.2 Launch Support D6.3 Hand-Off (to DSEs) JanFebMarAprilMayJuneM1M2M3M4M5M6 3 weeks 3 Autonomy resources, 360 hours  Objectives Launch Messaging Application Hand-off Application to Designated Support Engineers Description of Deliverables D6.1 Production Launch the new Message Search Application launched into production. This will complete in the first or second week of this phase . D6.1 Launch Support onsite support during the first week after the production launch. Autonomy on-site resources may contribute time as necessary or desired to on-site knowledge transfer, finalizing documentation, or planning for new Message Search initiatives. D6.2 Hand-Off (to DSEs) final knowledge transfer and application training to the designated support staff/engineers (DSEs) who will administer and maintain the Message Search application.      Autonomy Professional Services  PAGE \* MERGEFORMAT 5 of  NUMPAGES 12  Autonomy, Inc. 894 Ross Drive Sunnyvale, CA 94089 Attn: Cindy Johnson Phone: (408) 541-1500 Fax: (403)-770-8448 Autonomy Professional Services Requirements Document :;BCDEFHW  IJKbcdpE˺Ķ˳ jCJUCJ0JjUhnH hnH jUhnH CJhmH nH CJ0JhjUh jUhh @OJQJCJ :>*CJ5CJ 5:CJ5CJCJ55CJj5CJUCJ0DEFGHWX#$$l t0"$$$$ $$@&$&d$$DEFGHWX  dqrs{tmfa   '  '  '  '  ' ! 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