Preapared by: Ravindra Nath Sharma

Agenda Introduction(UK) Configuration control board (Ravi) Configuration manager (Mahesh) Configuration item owner(ksh) Configuration librarian( ksh) Configuration Auditor(roshan) Configuration support manager(roshan) Person in role(ravi) Configuration tools(ravi)

Introduction(UK)

Configuration control board (Ravi)

Configuration manager (Mahesh)

Configuration item owner(ksh)

Configuration librarian( ksh)

Configuration Auditor(roshan)

Configuration support manager(roshan)

Person in role(ravi)

Configuration tools(ravi)

SCM ppt 06/08/09

Configuration management roles 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. Configuration Manager 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 06/08/09

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.

Configuration Manager

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

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

06/08/09 1. Quality Control Board

06/08/09

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

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

Contd… Maintain an auditable process Show discovery 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

Maintain an auditable process

Show discovery

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

Configuration Management job – Configuration Manager Responsibilities 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. 06/08/09

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.

Continued…. 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. 06/08/09

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

“ 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!

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. Two Issues: 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 06/08/09

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.

Two Issues:

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 06/08/09

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 Problem Statement Software Project Management Plan (SPMP) Requirements Analysis Document (RAD) System Design Document (SDD) Project Agreement Object Design Document (ODD) Dynamic Model Object model Functional Model Unit tests Integration test strategy Source code API Specification Input data and data bases Test plan Test data Support software (part of the product) Support software (not part of the product) User manual Administrator manual 06/08/09 Once the Configuration Items are selected, they are usually organized in a tree

Problem Statement

Software Project Management Plan (SPMP)

Requirements Analysis Document (RAD)

System Design Document (SDD)

Project Agreement

Object Design Document (ODD)

Dynamic Model

Object model

Functional Model

Unit tests

Integration test strategy

Source code

API Specification

Input data and data bases

Test plan

Test data

Support software (part of the product)

Support software (not part of the product)

User manual

Administrator manual

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”

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. A configuration librarian has the following responsibilities: Make sure the CIs registered in the database are correct and up to date Configure discovery Create CIs 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 View CIs Generate a configuration management report 06/08/09

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

Configure discovery

Create CIs

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

View CIs

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

The configuration auditor can view, modify, or cancel audit schedules and clean up old audit output

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: Objective The Configuration Items under review The schedule for the review Procedures for conducting the review Participants by job title Required documentation Procedure for recording deficiencies and how to correct them Approval criteria 06/08/09

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:

Objective

The Configuration Items under review

The schedule for the review

Procedures for conducting the review

Participants by job title

Required documentation

Procedure for recording deficiencies and how to correct them

Approval criteria

Configuration Audit: 􀂊 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 Changes incorporated FTR conducted SE standards followed 06/08/09

Configuration Audit:

􀂊 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

Changes incorporated

FTR conducted

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

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

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 librarian Configuration item owner Configuration auditor Support manager 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

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 librarian

Configuration item owner

Configuration auditor

Support manager

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.

Device Drivers DMXConfig TCP/IP 06/08/09 Configuration Tools

Device Drivers

DMXConfig

TCP/IP

Tools for Software Configuration Management Software configuration management is normally supported by tools with different functionality. Examples: RCS very old but still in use; only version control system CVS (Concurrent Version Control) based on RCS, allows concurrent working without locking http://www.cvshome.org/ CVS Web: Web Frontend to CVS Perforce Repository server; keeps track of developer’s activities http://www.perforce.com Clear Case Multiple servers, process modeling, policy check mechanisms http://www.rational.com/products/clearcase/ 06/08/09

Software configuration management is normally supported by tools with different functionality.

Examples:

RCS

very old but still in use; only version control system

CVS (Concurrent Version Control)

based on RCS, allows concurrent working without locking

http://www.cvshome.org/

CVS Web: Web Frontend to CVS

Perforce

Repository server; keeps track of developer’s activities

http://www.perforce.com

Clear Case

Multiple servers, process modeling, policy check mechanisms

http://www.rational.com/products/clearcase/