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RELEASE MANAGEMENT
- I N T R O D U C T I O N
Tijs van Velthoven
2014-2015
AGENDA
1
• What is Release Management
• Scope & Types
• Main Activities & Timeline
• Questions
B Y T I J S V A N V E L T H O V E N
INTRODUCTION TO RELEASE
MANAGEMENT
2B Y T I J S V A N V E L T H O V E N
WHO ARE RELEASE MANAGEMENT?
Release Management:
Part of IT Service Delivery – Service Transition Management
Team located in China (insert Org Chart here)
Release Manager – xxx
Operational Process Manager – Tijs van Velthoven
Release Process Manager –
Related Service Manager –
3B Y T I J S V A N V E L T H O V E N
WHAT DOES RELEASE MGT. DO?
4
Release Management Team coordinates and manages
various types of software updates by:
• Managing planning in Release Calendar
• Collecting content
• Coordinating testing of releases
• Coordinating communication and distribution of releases
• Evaluation and improvement of entire release cycle
B Y T I J S V A N V E L T H O V E N
SCOPE OF RELEASE MANAGEMENT
Contents
Security
Update
COE
Application
update
Build
5B Y T I J S V A N V E L T H O V E N
SCOPE OF RELEASE
MANAGEMENT
6
Infra Devices
Servers
Infra
Managed
Workstations
Workstations
Laptops
B Y T I J S V A N V E L T H O V E N
RELEASE CALENDAR
7
• Release Calendar is a time schedule
of all release activates and must be
strictly followed
• It’s planned by Release Manager and
approved by xxx 1 year ahead
• Release Calendar is published on
free-access SharePoint
B Y T I J S V A N V E L T H O V E N
RELEASE CALENDAR
8
Quarter End
Freeze : No Roll-
out to Production
Monthly Security
Update
Quarterly COE
Update
Network Maintenance
Window
B Y T I J S V A N V E L T H O V E N
DIFFERENT TYPES
(OF RELEASES)
9B Y T I J S V A N V E L T H O V E N
Two main types of Release-categories:
• Security Update
• COE Update
• Build Upgrade
TYPES OF RELEASES
10B Y T I J S V A N V E L T H O V E N
TYPES OF RELEASES
COE UPDATES
11
• Frequency – Quarterly (4x per year)
• Bug fixes and functional updates
• New OS (Windows) service packs
• Removal of COE applications
B Y T I J S V A N V E L T H O V E N
TYPES OF RELEASES
SECURITY UPDATES
12
• Frequency – Monthly (12x per year)
• Risk for not implementing is high
• Content - Security patches issued by Microsoft only
(discussion on patching non-MS applications on-going)
B Y T I J S V A N V E L T H O V E N
TYPES OF RELEASES
BUILD UPGRADE
13
• Combination of COE Update + Security Update
• Frequency – Twice a year
• Roll out via
• COE Update (running PC)
• USB Sticks (re-staged PC)
• DVD (server build)
B Y T I J S V A N V E L T H O V E N
THE PROCESS…
14B Y T I J S V A N V E L T H O V E N
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Busi
ness Test
Pilot Test Roll out
MAIN ACTIVITIES
15
• Security Update & COE Update follow same process
• Security Update - 4 weeks preparation cycle
• COE Update - 13 weeks preparation cycle
B Y T I J S V A N V E L T H O V E N
Preliminary Freeze (PF)Preliminary Freeze (PF)Preliminary Freeze (PF)Preliminary Freeze (PF)
16
Monthly Security Update Release:
OE selects contents based on pre-agreed
parameters
COE Update Release:
Content added through Change Process;
‘anyone’ can request content
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
DEVELOP BUILD
17
Monthly Security Update: NA
COE Update:
A new version of the Build will be created based on:
• Latest COE Build
• All COE-content released since last Build
Creation
• All Monthly Security Update-content released
since last Build Creation
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
CONTENT FREEZE
18
Monthly Security Update:
OE distributes ‘patch-list’ to inform
stakeholders about contents of upcoming
Security Update
COE Update:
Release Manager distributes content-list to
Service Management for review and approval
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
TEST BUILD & BUILD FREEZE
19
Monthly Security Update: NA
COE Update: Two goals:
- see if installation runs
smoothly
- see if daily operation is
disturbed by any content
Handover for further testing
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
IN-HOUSE TEST – BUSINESS
TEST
20
• In-House Testing
• Performed by delegation of IT Service
Delivery
• Business Testing
• Performed by delegates of BU’s to ensure
CGXP-Compliance
• Approval of the tested Services
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
PILOT TEST
21
• First wave of release deployment in
production environment
• Approximately 250 participants
• incl. 180 Business-users
• Critical phase for testing content &
deployment success
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
ROLL OUT
22
First
Site
ROW
Roll
Out
First Site Roll-Out:
• Approximately 1000 PCs (IT Services Board)
• x FAP servers
ROW (Rest of the World):
• Approximately 25,000 PCs and Servers
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
DEPLOYMENT STRATEGY
The RollThe RollThe RollThe Roll----Out of Releases is done following a ‘DeploymentOut of Releases is done following a ‘DeploymentOut of Releases is done following a ‘DeploymentOut of Releases is done following a ‘Deployment
Strategy’Strategy’Strategy’Strategy’
Monthly Security Update:Monthly Security Update:Monthly Security Update:Monthly Security Update:
Always ‘Pushed’
Content deployed and installed unnoticed by end-user
COE Update:COE Update:COE Update:COE Update:
Three-phase roll-out plan
May involve end-user interaction and possible re-boot of workstation
23
Preliminary
Freeze
Develop
Build
Content
Freeze
Test Build
Build
Freeze
In-
house/Bu
siness
Test
Pilot Test Roll out
B Y T I J S V A N V E L T H O V E N
COE UPDATE DEPLOYMENT PROCESS
24
Pull
•Pull Installation
•Download & installation of content initiated by end-user
•This option is NOT available for VPN connected user
•Scheduled Pull Installation : 2 weeks for COE update
Push @
Next Logon
•Push at Next Log-on
•Automatic installation of content per next log-on to
workstation
•Scheduled Push at Next Log-on :1 week for COE update
Normal
Push
•Forced Push
•Automatic installation of content within one (1) hour of
receiving content on workstation
•Scheduled Normal Push :1 weeks for COE update
B Y T I J S V A N V E L T H O V E N
QUESTIONS
25B Y T I J S V A N V E L T H O V E N

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Release management introduction v1.0 tj

  • 1. RELEASE MANAGEMENT - I N T R O D U C T I O N Tijs van Velthoven 2014-2015
  • 2. AGENDA 1 • What is Release Management • Scope & Types • Main Activities & Timeline • Questions B Y T I J S V A N V E L T H O V E N
  • 3. INTRODUCTION TO RELEASE MANAGEMENT 2B Y T I J S V A N V E L T H O V E N
  • 4. WHO ARE RELEASE MANAGEMENT? Release Management: Part of IT Service Delivery – Service Transition Management Team located in China (insert Org Chart here) Release Manager – xxx Operational Process Manager – Tijs van Velthoven Release Process Manager – Related Service Manager – 3B Y T I J S V A N V E L T H O V E N
  • 5. WHAT DOES RELEASE MGT. DO? 4 Release Management Team coordinates and manages various types of software updates by: • Managing planning in Release Calendar • Collecting content • Coordinating testing of releases • Coordinating communication and distribution of releases • Evaluation and improvement of entire release cycle B Y T I J S V A N V E L T H O V E N
  • 6. SCOPE OF RELEASE MANAGEMENT Contents Security Update COE Application update Build 5B Y T I J S V A N V E L T H O V E N
  • 7. SCOPE OF RELEASE MANAGEMENT 6 Infra Devices Servers Infra Managed Workstations Workstations Laptops B Y T I J S V A N V E L T H O V E N
  • 8. RELEASE CALENDAR 7 • Release Calendar is a time schedule of all release activates and must be strictly followed • It’s planned by Release Manager and approved by xxx 1 year ahead • Release Calendar is published on free-access SharePoint B Y T I J S V A N V E L T H O V E N
  • 9. RELEASE CALENDAR 8 Quarter End Freeze : No Roll- out to Production Monthly Security Update Quarterly COE Update Network Maintenance Window B Y T I J S V A N V E L T H O V E N
  • 10. DIFFERENT TYPES (OF RELEASES) 9B Y T I J S V A N V E L T H O V E N
  • 11. Two main types of Release-categories: • Security Update • COE Update • Build Upgrade TYPES OF RELEASES 10B Y T I J S V A N V E L T H O V E N
  • 12. TYPES OF RELEASES COE UPDATES 11 • Frequency – Quarterly (4x per year) • Bug fixes and functional updates • New OS (Windows) service packs • Removal of COE applications B Y T I J S V A N V E L T H O V E N
  • 13. TYPES OF RELEASES SECURITY UPDATES 12 • Frequency – Monthly (12x per year) • Risk for not implementing is high • Content - Security patches issued by Microsoft only (discussion on patching non-MS applications on-going) B Y T I J S V A N V E L T H O V E N
  • 14. TYPES OF RELEASES BUILD UPGRADE 13 • Combination of COE Update + Security Update • Frequency – Twice a year • Roll out via • COE Update (running PC) • USB Sticks (re-staged PC) • DVD (server build) B Y T I J S V A N V E L T H O V E N
  • 15. THE PROCESS… 14B Y T I J S V A N V E L T H O V E N
  • 16. Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Busi ness Test Pilot Test Roll out MAIN ACTIVITIES 15 • Security Update & COE Update follow same process • Security Update - 4 weeks preparation cycle • COE Update - 13 weeks preparation cycle B Y T I J S V A N V E L T H O V E N
  • 17. Preliminary Freeze (PF)Preliminary Freeze (PF)Preliminary Freeze (PF)Preliminary Freeze (PF) 16 Monthly Security Update Release: OE selects contents based on pre-agreed parameters COE Update Release: Content added through Change Process; ‘anyone’ can request content Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 18. DEVELOP BUILD 17 Monthly Security Update: NA COE Update: A new version of the Build will be created based on: • Latest COE Build • All COE-content released since last Build Creation • All Monthly Security Update-content released since last Build Creation Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 19. CONTENT FREEZE 18 Monthly Security Update: OE distributes ‘patch-list’ to inform stakeholders about contents of upcoming Security Update COE Update: Release Manager distributes content-list to Service Management for review and approval Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 20. TEST BUILD & BUILD FREEZE 19 Monthly Security Update: NA COE Update: Two goals: - see if installation runs smoothly - see if daily operation is disturbed by any content Handover for further testing Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 21. IN-HOUSE TEST – BUSINESS TEST 20 • In-House Testing • Performed by delegation of IT Service Delivery • Business Testing • Performed by delegates of BU’s to ensure CGXP-Compliance • Approval of the tested Services Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 22. PILOT TEST 21 • First wave of release deployment in production environment • Approximately 250 participants • incl. 180 Business-users • Critical phase for testing content & deployment success Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 23. ROLL OUT 22 First Site ROW Roll Out First Site Roll-Out: • Approximately 1000 PCs (IT Services Board) • x FAP servers ROW (Rest of the World): • Approximately 25,000 PCs and Servers Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 24. DEPLOYMENT STRATEGY The RollThe RollThe RollThe Roll----Out of Releases is done following a ‘DeploymentOut of Releases is done following a ‘DeploymentOut of Releases is done following a ‘DeploymentOut of Releases is done following a ‘Deployment Strategy’Strategy’Strategy’Strategy’ Monthly Security Update:Monthly Security Update:Monthly Security Update:Monthly Security Update: Always ‘Pushed’ Content deployed and installed unnoticed by end-user COE Update:COE Update:COE Update:COE Update: Three-phase roll-out plan May involve end-user interaction and possible re-boot of workstation 23 Preliminary Freeze Develop Build Content Freeze Test Build Build Freeze In- house/Bu siness Test Pilot Test Roll out B Y T I J S V A N V E L T H O V E N
  • 25. COE UPDATE DEPLOYMENT PROCESS 24 Pull •Pull Installation •Download & installation of content initiated by end-user •This option is NOT available for VPN connected user •Scheduled Pull Installation : 2 weeks for COE update Push @ Next Logon •Push at Next Log-on •Automatic installation of content per next log-on to workstation •Scheduled Push at Next Log-on :1 week for COE update Normal Push •Forced Push •Automatic installation of content within one (1) hour of receiving content on workstation •Scheduled Normal Push :1 weeks for COE update B Y T I J S V A N V E L T H O V E N
  • 26. QUESTIONS 25B Y T I J S V A N V E L T H O V E N