View source for Equinox p2 UI Use Cases

This page captures thoughts about the kinds of users using the Eclipse SDK p2 UI and the things these users are trying to do. 

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== Background ==
One goal in building the Eclipse 3.4 p2 UI was to simplify the number of steps and concepts for a less technical user of Eclipse.  We often called this user "the RCP app" user and were somewhat influenced by "Samantha," a design persona developed by Mary Beth Raven to use in the UI design for some Lotus products (see [http://www-128.ibm.com/developerworks/blogs/page/marybeth/20060426 Lotus personas]).  We also often discussed "current UM users" - the more technical Eclipse SDK users who want to closely manage their configuration and want to know the detailed ramifications of a provisioning operation.

As we made design and implementation tradeoffs to meet the 3.4 schedule, it became rather cumbersome to discuss some of these tradeoffs given we had not developed a vocabulary for talking about these personas.  (For an example of the swirl, see [https://bugs.eclipse.org/bugs/show_bug.cgi?id=224472 Bug 224472]).

To that end, we'll develop some ''simple'' personas to use in discussing the various scenarios and problems/improvements.  Rather than interviewing a sample user base, I'm using bug reports, mailing list traffic, walkthroughs, and other feedback to define these users initially, and I welcome any and all help to iterate on these.  Note that I'm not focusing on the personal (age, hobbies) and background (education) info of the users initially.  If there is interest in further developing these personas, by all means please contribute.

The personas are defined in terms of the Eclipse SDK and products built on top of the SDK.  We realize that some RCP app users don't fit these definitions at all, and alternate UI's will be built where appropriate in certain product.  The UI class libraries are being designed to support reuse of the building blocks and different levels of integration/composition.  But that is a topic for another page...

Any similarity between the persona names and real Eclipse SDK users is completely coincidental

== Eclipse Personas ==

===Steve===
Steve is a power user of the Eclipse C++ and device tooling, using a Linux-based dev environment.  He has intimate knowledge of underlying OS and device technology, and Eclipse is only one of many tools he is using in his job.  He is familiar with Linux-based package management and provisioning tools.  He is also involved in the development of an Eclipse client integration plug-in for his toolset, though this is a very small part of his job.  He does write the occasional bug report against Eclipse and keeps tabs on the availability of function that he cares about.  He updates to new milestone builds when important new function appears, and he might even take an integration build or maintenance branch build in order to test or verify a bug report he cares about.  He does not routinely browse for new plug-ins, although he might add a plug-in that he read about if he felt it would help his day-to-day tasks. He doesn't really care how his Eclipse system is composed as long as the platform is performing well and he can provide the information needed in a bug report to help figure out a problem.

Things Steve needs to do regularly:
* Update and manage his Linux environment
* Check for updates in Eclipse when he hears of a bug fix or build he is interested in. 
** He is watching for different kinds of updates (milestone build, I-build, patch, etc.)
** He needs to be able to quickly determine which update is important, needs to sift through what's available to find the specific one he wants.
* Submit information in bug reports about exactly what version of Eclipse he is running

Things Steve does occasionally:
* Install a plug-in he read about on the web
* Contribute improvements or fixes to an Eclipse plug-in developed at his company

===Laurel===
Laurel is a developer of modeling products for Eclipse, using Eclipse Modeling Tools as a base for her work.  She is an active participant in the Eclipse community, keeping up-to-date on release planning and being a vocal submitter and commenter in bugzilla.  She prides herself on being among the first to try out a new release of a plug-in and blog about it.  She frequently installs plug-ins to check them out, and has submitted several bugs against Update Manager (and p2) to help simplify tasks.  She has a good working knowledge of the various Eclipse components and projects.  While she is not too concerned with the underlying mechanics of the install (directory locations, etc.), she does want to know what components are being installed and why.  For example, if she wanted to install a plug-in that required an upgrade to GEF, she would want to know this, because she's informed about the different versions and their impact on her environment.

Things Laurel does regularly:
* Install new plug-ins found on the web
** She wishes she could do this in one step rather than Add Site, Browse, Install
* Check for updates to what she has
** She wants to know what underlying components might be upgraded in the process of upgrading her software
* Uninstall plug-ins after trying them out
* She rarely restarts Eclipse after an install or uninstall because she does it so often

===Dave===
Dave is an IT specialist in charge of internal deployment of a commercial product based on the Eclipse SDK.  He wants to try out any and all updates or add-ons to the Eclipse environment before deciding whether to deploy them.  He is conservative in deploying new functionality.  He currently supports three different configurations of the product, based on his end users' day to day work.  In one configuration, users are not allowed to update at all.  This is accomplished by limiting the update repositories but he would prefer that in this configuration, the update UI did not appear at all.  He maintains an internal update repository for deploying approved Eclipse updates, patches, or add-ons for the other two configurations.  It is vital that Dave can configure the product so that users cannot update or add plug-ins from any other sources.  He configures Eclipse to use automatic updating.  Most of Dave's users aren't familiar with the Eclipse community.  There are some Eclipse-savvy users that install and maintain their own Eclipse SDK, but Dave does not support these installs.  However, he looks to this subset of users to help him beta-test new function and configurations.

Things Dave does regularly:
* Debugs problems in user installs, relying on configuration information from the platform
* Needs to quickly identify which configuration a user is using, which updates they applied
Things Dave does occasionally:
* Evaluates new plug-ins for inclusion in the standard installation
** Add update sites found on the web
** Tries out the plug-in and determines whether it should be added to the base install
***Needs to be able to easily install/uninstall a particular set of plug-ins into his environment to run his performance test suites and analyze resource consumption
***Wants to be sure that "trial installs" don't leave baggage in his test platform.  He will be concerned if things he has uninstalled still appear in the plugins folder and will lose trust of the p2 technology if he feels he must install from scratch in order to guarantee a clean testbed
** Downloads software into staging sites for internal test installs (rather than installing from external sites)

===Ellen===
Ellen is one of Dave's users.  She uses a product based on the Eclipse SDK and doesn't have any idea what Eclipse is.  She updates her software when instructed to and otherwise doesn't care about the composition of her product.

Things Ellen does occasionally:
* When Ellen receives an update notification, she clicks the popup and updates the software, but only if she has seen an announcement from Dave that an update is available and should be installed.
* If Ellen has a problem with her software, she contacts support.  She needs to be able to communicate what versions of things are installed in a way that will make sense to Dave.

===Please add your input about these or other personas===
Please include your name and project so we can contact you for further information.  We're looking for input about missing users and tasks, or information to flesh out the existing personas.  Consider this a brainstorming area, we'll clean it up later.  
* Mike Haller, Platform/RCP Application - our users are like Ellen, they are in a highly controlled environment and don't update until told. In half of the environments, they even have no permission to install updates on their local disk. Initial installation of a new feature using an update site or updates of existing features still require too many steps/clicks and looks complicated, which annoys Ellen. My Ellen is not required to know about local/archived/remote update sites, features and versions. The product used by my Ellen is built and released by Laurel :)

* In addition to Ellen, I'd like to add Arthur.  Arthur is our customer who has bought/acquired(!) our commercial RCP app.  He had to use NSIS to install it (something had to ensure he had a JRE and Bonjour) but after that he will never come back to our website to check for the latest version.  Instead, when updates are available, a small, unobtrusive dialogue box will appear.  If he chooses to 'Install updates', then without any further interaction his app will be incrementally updated (just the plugins which have changed, keeping the xfer size down) and restarted automatically.  The behaviour will be almost identical to the brilliant Sparkle framework available on the mac - no fuss, no confusion, just end user bliss...

[Susan comment:  I'm not sure how different Arthur's tasks are from Ellen as far as updating goes.  He did the initial install and has more knowledge of the platform, but otherwise I think their needs are the same???...seamless and unobtrusive automatic updating.]

*Miles Parker, PDE/Plugin Developer. (This is a recent and very typical user fro me.) Herbert is a developer and technologist (university researcher for example) who has experience in a broad variety of tools and platforms. He has used Eclipse a bit in the past, and may use JDT on a regular basis, but he has had a bad experience w/ p2. He does understand software imperfections and is not afraid to look under the hood. But he also has a level of expectation about how software should work. When something goes wrong, he wants to know why and what can be done about it; to be presented with all of the information he needs to know to diagnose an issue in a simple and orderly way. The challenge with Herbert is that he has limited time and a long memory. If he gets over aggravation threshold I'll lose him as potential user.  And of course for every user that requests help there are probably 5 who I'll never hear from. (One possible functional improvement that occurred to me is to have ability to send feedback to plugin developers on p2 issues so that we can get notified when failures occur.) Selected quotes from "Herbert":
<blockquote>"I'm setting this up on a [windows] box (which is just about the worst development platform on earth btw...thank God for a jvm and eclipse :) ) ... i do have an os x box, ubuntu linux, and solaris..running as well...  Thank you for the detail on Eclipse as i've yet to make a major switch to Ganymede;  I have an extensive Europa setup that i didn't want to goon.  Moreover, i'm used to....dumping features and plugins:  I'll have to wise up on the  new Ganymede install MO... "</blockquote>

<blockquote>Much later: "here's some quick notes on the install:..Use the Ganymede Discovery Site to install GMF, not the update site recommended by the GMF page --- dependency errors abound otherwise and you'll have no chance..Install [Dependency] using the archive option....their update site is vaporware at the moment..  [Dependency 2] -- initially reports "no update site found" then i refresh and it shows up...then eclipse crashed with some bs error...After a restart i get a single clean [My Plugin] folder that then installs flawlessly.The eclipse plugin manager is incredibly unstable and buggy; i've decided that i hate it at the moment :)"</blockquote>

I include the quotes *not* to pile on but to give some insight into user's debugging and evaluation process.

[Susan comment:]  Miles, I wonder if Herbert, Steve, and Karen could be merged into one persona.  What they have in common is that they are very knowledgeable and proficient in their tools and OS, consider Eclipse update just a minor tool in their workflow (and probably wish it worked like their favorite platform package mgmt software).  The only real difference as written is that some want to understand the underlying dir structure/exactly what is being installed, and some do not, they just want it to work and be stable.  Thoughts?....

[Miles response:] I'm not sure. It is true that somedays I feel like Steve, sometimes Herbert and sometimes Karen. :) The primary difference is that Steve and Karen have strong knowledge and buy-in for Eclipse. Herbert is a sophisticated user, but he is not proficient at Eclipse to the extent that things that we take for granted may not be clear. For example, decoding plugin/feature versioning or even knowing the difference between the two. He may not know what the dependency chain is and might want to see that in a transparent way. He wants a clean way to zero everything back and detect wether things are hopelessly messed up. He might want partial solutions to get things up and running. "OK, I see that GMF is missing a dependency, but let me install the rest so I can take a look at this tool". He is closer to Karen than Steve and perhaps they can be combined, but there is something essential about Herbert in that he is a relative newcomer. This is key when you consider that herbert is a potential platform conquest. Karen and Steve and myself aren't going anywhere, we have too much invested. But Herbert could be one of those people that say "I tried Eclipse, but..".

[Susan response:] I got rid of Karen and merged some of the salient points about directory structure, clean removal of plugins, etc. to Dave.  This was based on Markus' comments below.  Now I'm left to figure out how Herbert fits in.  Do you mean that Herbert hasn't bought into Eclipse as an IDE but enough compelling plug-ins would cause him to do so?   Something like "I wanted to install Mylyn because I heard it makes Eclipse a more usable IDE but I couldn't get past the stupid update UI to add Mylyn and try it out?"

[Miles response:] Sorry guys, I wasn't getting change updates so lost track. Susan, I think you've captured most of what I was thinking for Herbert with Steve except for the grumpiness. :) Again key issue was neophyte Eclipse user but experience diagnosing other systems. I think the new use cases cover this quite nicely.

[Markus comment] I'd like to expand Dave's role slightly, in trying out plugins
* >Evaluates new plug-ins for inclusion in the standard installation
** >Adds update sites found on the web
** Installs plugins into his work installation (IMHO the best way to try them - use them during your own work) - preferably into an appropriate extension location
** Needs to remove them from his installation again (preferably deleting them)
** Has used link files so far for the detailed control they give
** >Downloads software into staging sites for internal test installs (rather than installing from external sites)

[Susan response:] Markus, I added some detail to further explain the steps in evaluating new plug-ins.  I stayed away from implementation terminology (extension location and links) and tried to focus on requirements, which would be the ability to quickly/easily install and uninstall, possibly in groups.  Does that reflect your intent?

[Markus response] Susan, thanks. You have put my concerns very nicely.

== Scenarios ==
Based on the users above, the following scenarios need to be fleshed out:

== Get updates ==
=== Dave ===
* Dave uses automatic update checking on a daily schedule for all three configurations that he supports.  This keeps him aware of what new versions are available in each supported environment
* Dave needs to be able to ascertain quickly the nature of the update
** fixes
** maintenance upgrades
** new releases/new function
* Dave needs to know if accepting an upgrade will upgrade or otherwise alter any other component in the system 
* Dave will need to run test suites against any newly upgraded configuration
* Because this process can be quite time-consuming, Dave tends to evaluate these upgrades in batches every few weeks, unless it is a critical fix that must be evaluated immediately

=== Ellen ===
* Ellen sees a popup notifying her of new updates
* Ellen clicks on the popup to see the list of updates
* Ellen pushes "Finish" and gets on with her work
* If there are any problems, Ellen will contact support

=== Steve ===
* Steve gets a bugzilla email that a bug he reported against Eclipse has been fixed (finally!)
* He is looking for a particular milestone build that has the fix
* Steve uses "One-click" check for updates to the current system
* There may be multiple available updates, Steve needs to be able to see them all and choose a specific one
* If there are any dependency errors or other problems in the update, Steve will most likely want to bail
out of the update.  He has limited time to diagnose problems

=== Laurel ===
* Laurel checks for updates routinely as well as having automatic update checking on a weekly schedule
* She often has already heard about the update and knows it's coming
* If she hasn't heard of an update, she wants to quickly ascertain whether it's a "bleeding edge" or "maintenance" update
* If there are dependency errors or other problems, Laurel needs enough information to diagnose the problem.  She wants to know if an update to X requires an update to underlying component Y and would like to know why

== Find new stuff==
=== Laurel ===
* Laurel is reading a blog that mentions a new plug-in that is cool.  She wants to try it.
* Needs easy way to get the site content into Eclipse
* Will keep working while it installs and will not restart the system
* Will take a quick look at the plug-in, evaluate and write about it
* Wants an easy way to uninstall it
* Quick evaluation without ever restarting Eclipse
* Blog away...

=== Dave ===
* One of Dave's users asks if a new plug-in could be added into the standard toolset, sends him a link to the site
* Needs easy way to get the site content into Eclipse
* Will restart the system after install
* Dave wants to know the impact on the running system - disk space, memory usage, etc.
* Runs test suites to confirm that the system runs as expected in the presence of the new plug-in
* Needs to repeat these steps for his other configurations
* Determination as to which configuration(s) this tool should be added, if any
* If the plug-in is to be considered, he will deploy it to his beta configuration users

== Diagnosing problems ==
=== Ellen  ===
* Ellen is getting an error notification while starting up her application
* Ellen calls support to explain a problem that occurred after upgrading her product
* Support needs information about what she installed
* She may not remember what she installed, she was just following instructions

=== Laurel ===
* Laurel is getting a workbench error notification after installing and applying a plug-in
* She wants to capture the information quickly and submit a bug report.  She is going to uninstall the plug-in so she needs confidence that the info she is capturing is complete because she won't be trying it again
* She wants to uninstall the plug-in and keep working
* If the error disappears after uninstall, Laurel is happy

=== Dave ===
* Dave is getting an error notification after installing a plug-in 
* He wants to uninstall the plug-in and move on (not going to use it).  He probably won't open a bug about it, but instead will notify the person who suggested evaluating the plug-in that it's not ready for prime time.  
* Once the error is gone, Dave wants to make sure the plug-in does not remain in the system, needs to verify
his configuration
* Dave will start from scratch if he is not comfortable that the uninstall worked

=== Steve===
* Steve is getting an Eclipse start-up error
* He thinks it is related to a recent build update but is not sure
* He will open a bug and provide the log info
* He will reinstall his SDK from scratch

== Conclusions ==
The conclusions have been moved to [[Equinox p2 UI 3.5 workflows]]

[[Category:Equinox p2|UI Use Cases]]