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From Release Bottleneck to Deployment Flow - how Eaton Vance revolutionized their software release management practices (Slides)


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Richard Michaels talks about Release Management at Eaton Vance in the Serena's DevOps Drive-In webcast. Richard discusses how Serena's Release Management solutions were used to reduce the number of …

Richard Michaels talks about Release Management at Eaton Vance in the Serena's DevOps Drive-In webcast. Richard discusses how Serena's Release Management solutions were used to reduce the number of failed releases and improve deployment throughput.

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  • 1. From Release Bottleneck to Deployment Flow The Automation of Release Management at Eaton Vance
  • 2. Jonathan Thorpe Jonathan Thorpe is Product Marketing Manager for all things DevOps and Continuous Delivery at Serena Software. Previously Jonathan worked as a Systems Analyst at Electric Cloud, specializing in DevOps-related solutions. Prior to Electric Cloud Jonathan worked in development teams specializing in development process and infrastructure. 2
  • 3. Richard Michaels Richard is Assistant Vice President, Quality Assurance & Release Manager at Eaton Vance Joined Eaton Vance, January 2005 as a Senior Developer November 2007, Transitioned to Quality Assurance September 2008, took over Release Management January 2009, named Quality Assurance & Release Manager. 3 For Eaton Vance Internal Use Only
  • 4. The Automation Of Release Management
  • 5. Introduction  Eaton Vance Corp.  Boston, MA based Investment Management Firm.  One of the oldest firms in the United States, history dates back to 1924.  1,300+ Employees  $273.1 Billion in Assets Under Management as of September 30, 2013  Richard A. Michaels Assistant Vice President, Quality Assurance & Release Manager  Joined Eaton Vance, January 2005 as a Senior Developer  November 2007, Transitioned to Quality Assurance  September 2008, took over Release Management  January 2009, named Quality Assurance & Release Manager. 5
  • 6. State of Release Management – Pre-September 2008 – No policy or procedures in place. – No standards for release request. – Request submitted via e-mail. – Inability to track state of release request. – Web Team releases not fully integrated into process. – Release scripts were written by hand and prone to errors. 6
  • 7. State of Release Management – Sept 2008 thru Feb 2013 – Decentralized: • Releases are performed by multiple groups. • Not all groups follow the designated release procedures. • All Release Engineers not associated with Release Management – Manual Process: • Release Engineer must save files from SCM system to staging areas. • Release Engineer must RDP to different target systems for deployment execution. • Batch execution file needed for each release. – SharePoint Based Request and Management System for UAT: • Lacks sufficient security. • Inconsistent notification about submitted request. • Slow response. • No true association with the production release. 7
  • 8. Release Management Releases – In-House Software Development • Visual Basic 6.0 applications • Microsoft ASP.Net Web Applications • Microsoft C#/VB.Net Windows Services • PHP Web Applications – Database Development • Microsoft SQL Server Scripts • Microsoft SQL Server BCP – Data Warehouse • ELT Applications – Enterprise Scheduling • Workload Automation Applications 8
  • 9. Release Management Process Flow Business Change Development/ Deployment Release Request Request Production Deployment/ Release Closure Deployment/ UAT Testing Business Owner/ CAB Approval 9
  • 10. Release Management Control with SharePoint (UAT) 10
  • 11. Release Management Process Improvements – Centralize • All UAT and Production releases managed by the IT Release Management department. • All releases follow an established process . • IT Release Management assumes full responsibility and accountability for releases. – Secure and Control Releases • Enforced separation of duties. • Build and release code from “Gold Source” repository vault. • Implementation of Release Windows. – Automate Release Process: • Release procedures are standardized, controlled and repeatable. • Release processes can be integrated with “Gold Source” repository vault. • Execution agents to replace need to RDP to target servers. • Execution agents replace need to write batch files. 11
  • 12. Why Serena? – User Friendly • Minimal change and impact on the user community • Ease of adoption/Buy-In – Fit for purpose • Release Control • Release Vault • Release Automation – Customization & Integration • Highly customizable • Consumes and exposes web services. 12
  • 13. Release Management Process Flow 13
  • 14. Release Management Control with Serena RLM 14
  • 15. Release Management Goals For 2014 – Product & Process Integration • Bi-Directional integration of Serena RLM with BMC Remedy Change Management system. • Integrate Peer Review process into the Release Request process. • Integrate Jenkins CI & Serena Release Automation. • Enhance system to accommodate UAT only releases. • Enhance system to accommodate re-releases to production in accordance with change policy. • Expand use of tools to enterprise COTS applications. • Assume responsibility for all Oracle releases. 15
  • 16. Summary – Serena Release Manager • Release Management controls and manages UAT and Production releases. • Releases follow the established release process . • Enforced separation of duties via role and user based security. • Compliance accountability for Who, What and When for all releases. – Serena Release Automation: • Secure and controlled path to production • Release code from “Gold Source” repository vault. • Ability to roll back applications to a known state. • Accelerate time to release for deployments. • Improve deployment success with controlled and repeatable processes. 16
  • 17. Serena Release Control Provides Visibility, Flexibility and Compliance Support Release Item Management Calendar Release Requests Release Control Features • Browser-based workflow, which manages the entire release process from initial request, through release planning, to release and verification in production • Visual Release Calendar, which provides schedule visibility, ensures process enforcement, notification, and reporting • Single system of record for release planning, approval, and control • Highly configurable processes • Seamless integration with Serena Release Automation for artifact repository and automated deployment and configuration 17 SERENA SOFTWARE, INC.
  • 18. Serena Release Automation for Enterprise Class Predictability, Quality, and Productivity Per Environment Approach Release Automation Features • Automated deployment process replaces scripting and manual actions Reporting • Easy to use graphical editor for process and deployment automation • Model-based deployments through application snapshots Visual Process Design • Artifact repository providing secure storage and traceability (.exe, .war, .jar, .dll, etc.) • Full visibility, out-of the-box audit and compliance reports to achieve internal and industry regulatory compliance • Role-based security, approvals, and notification support • High availability clustering for enterprise class solutions 18 SERENA SOFTWARE, INC.
  • 19. Questions? 19 SERENA SOFTWARE INC.
  • 20. Call To Action Learn More About How Serena can help you take next steps in your DevOps Journey! Contact: Jonathan Thorpe Richard Michaels 20 SERENA SOFTWARE INC.