Control Board – composed of technical and administrative representatives who recommend approval/disapproval of changes to a CI or baseline (e.g., Configuration Control Board (CCB), Internal Review Board (IRB))
CONFIGURATION MANAGER: A configuration manager is responsible for the Configuration Management process and the Configuration Management Database (CMDB). He or she has the create, read, update, and delete permissions to on all configuration items in the CMDB. A configuration manager is also a super user for all accounts in a multi-customer environment.
Responsible for identifying configuration items. The configuration manager can also be responsible for defining the procedures for creating promotions and releases
Configuration Management Officer (CMO) –
Implements and maintains the CM system according to the project’s CM Plan. Coordinates, supports, and performs CM activities and reports those activities to the PDL
3Configuration item owner A configuration item owner has primary responsibility for a configuration item (CI).
Configuration librarian A configuration librarian is the owner of the configuration library and manager of all master copies of configuration items (CIs). In a multi-customer environment, a configuration librarian is a super user for the accounts he or she is assigned to.
4Configuration auditor The configuration auditor can view, modify, or cancel audit schedules and clean up old audit output.
5Support manager A support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role.
Person in a role A person in a role is a user who has been assigned to a role. The assignment of a user to a role is done by modifying the ldif file in LDAP.
06/08/09 1. Quality Control Board
A configuration manager is responsible for the Configuration Management process and the Configuration Management Database (CMDB). He or she has the create, read, update, and delete permissions to on all configuration items in the CMDB. A configuration manager is also a super user for all accounts in a multi-customer environment.
A configuration manager has the following responsibilities:
Choose a team of people to support various roles in the process
Has access to all configuration items in the CMDB
Ensure the goals of the company are met through the right set of policies and procedures
Ensure that the team maintains a quick turnaround of requests
06/08/09 2. Configuration manager
Maintain an auditable process
Request a set of resources to be maintained in the CMDB
Configure policies and standards
View reports and request
Work with reports
View configuration items
Expand configuration management
Stop management of configuration items
Tasks for the Configuration Managers 06/08/09 Define configuration items Define promote /release policies Define responsibilities Set up configuration management system SCMP following the IEEE 828-1990 standard
Works to the overall objectives agreed with the IT Services Manager; implements the organization’s Configuration Management policy and standards.
Evaluates existing Configuration Management systems and the design, implementation and management of new/improved systems for efficiency and effectiveness - including estimating and planning the work and resources involved, and monitoring and reporting on progress against plan.
Proposes and agrees scope of the Configuration Management processes, function, the items that are to be controlled, and the information that is to be recorded. Develops Configuration Management standards, Configuration Management plans and procedures.
Mounts an awareness campaign to win support for new Configuration Management procedures. Ensures that changes to the Configuration Management methods and processes are properly approved and communicated to staff before being implemented. Plans, publicizes and oversees implementation of new Configuration Management systems.
Arranges recruitment and training of staff. Trains Configuration Management specialists and other staff in Configuration Management principles, processes and procedures.
Evaluates proprietary Configuration Management tools and recommends those that best meet the organization’s budget, resource, timescale and technical requirements.
Creates and manages the Configuration Management plan, principles and processes and their implementation. This includes CI registration procedures; access controls and privileges. Ensures that the correct roles and responsibilities are defined in the Configuration Management plans and procedures.
“ An aggregation of hardware, software, or both, that is designated for configuration management and treated as a single entity in the configuration management process.”
Software configuration items are not only program code segments but all type of documents according to development, e.g
all type of code files
drivers for tests
analysis or design documents
user or developer manuals
system configurations (e.g. version of compiler used)
In some systems, not only software but also hardware configuration items (CPUs, bus speed frequencies) exist!
06/08/09 3. Configuration item owner
Finding Configuration Items
Large projects typically produce thousands of entities (files, documents, data ...) which must be uniquely identified.
Any entity managed in the software engineering process can potentially be brought under configuration management control
But not every entity needs to be under configuration management control all the time.
What: Selection of Configuration Items
What should be under configuration control?
When: When do you start to place entities under configuration control?
Conflict for the Project Manager:
Starting with CIs too early introduces too much bureaucracy
Starting with CIs too late introduces chaos
Finding Configuration Items (continued)
Some items must be maintained for the lifetime of the software. This includes also the phase, when the software is no longer developed but still in use; perhaps by industrial customers who are expecting proper support for lots of years.
An entity naming scheme should be defined so that related documents have related names.
Selecting the right configuration items is a skill that takes practice
Very similar to object modeling
Use techniques similar to object modeling for finding Cis!
Find the CIs
Find relationships between CIs
Possible Selection of Configuration Items
Software Project Management Plan (SPMP)
Requirements Analysis Document (RAD)
System Design Document (SDD)
Object Design Document (ODD)
Integration test strategy
Input data and data bases
Support software (part of the product)
Support software (not part of the product)
06/08/09 Once the Configuration Items are selected, they are usually organized in a tree
Configuration Item Tree (Example) “ The project” CI Models Subsystems Documents Object Model Dynamic Model Database User Interface . . . . Code Data Unit Test RAD ODD . . . . . . . . . . . . 06/08/09 “ The project”
A configuration librarian is the owner of the configuration library and manager of all master copies of configuration items (CIs). In a multi-customer environment, a configuration librarian is a super user for the accounts he or she is assigned to.
A configuration librarian has the following responsibilities:
Make sure the CIs registered in the database are correct and up to date
Update a CI instance
Delete a CI
Register a new CI
Transfer ownership of a CI
Transition a CI state
Assign or remove CIs to or from an organization
Create extended attributes for a CI type
Expand configuration management
Generate a configuration management report
The configuration auditor can view, modify, or cancel audit schedules and clean up old audit output
06/08/09 4. Configuration auditor
Configuration Audits and Reviews
This section of the SCMP identifies audits and reviews for the project.
An audit determines for each Configuration Item if it has the required physical and functional characteristics.
A review is a management tool for establishing a baseline .
For each audit or review the plan has to define:
The Configuration Items under review
The schedule for the review
Procedures for conducting the review
Participants by job title
Procedure for recording deficiencies and how to correct them
Two approaches can be used to ensure proper implementation of change:
formal technical review (FTR)
software configuration audit
A assesses a configuration object for characteristics that are not generally not considered during review
CA generally checks:
SCM procedures followed
all related SCIs properly updated
change date and author specified
SE standards followed
A support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role.
The following tasks belong to the support manager
View CIs assigned to organizations and people in the organizations
Restrict configuration item access by organization
06/08/09 5. Support manager
Person in a role
A person in a role is a user who has been assigned to a role. The assignment of a user to a role is done by modifying the l file in LDAP.
A person can be assigned to one or more of the following roles: Configuration manager
Configuration item owner
The following Configuration Management Database (CMDB) read permission is required for any person in a role that needs to perform updates to configuration items in the CMDB. The CMDB admin permission is required for any person in a role that needs to assign people in roles to CIs.
06/08/09 Configuration Tools
Tools for Software Configuration Management
Software configuration management is normally supported by tools with different functionality.
very old but still in use; only version control system
CVS (Concurrent Version Control)
based on RCS, allows concurrent working without locking
CVS Web: Web Frontend to CVS
Repository server; keeps track of developer’s activities
Multiple servers, process modeling, policy check mechanisms