ITIL, Release Management and Automation

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ITIL, Release Management and Automation

  1. 1. ITIL Release Management and Automation Eric Minick eric@urbancode.com @EricMinick Blogs.urbancode.com1
  2. 2. The Plan for Today• ITIL: – A brief introduction – The generic problem of implementing ITIL• Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management• Automation: – The end of speed vs. control – Adding value across the SDLC• ITIL Release Managers Acting as DevOps Facilitators2
  3. 3. IT Infrastructure Library• Public framework of “Best Practice” for IT Service Management v1: 1989 – 1995, v2: 2000 – 2004, v3: 2007 Updated for 2011v3: Service Lifecycle Service Strategy, Service Design, Service Transition, Service Operation, http://www.best-management- Continual Services practice.com Improvement3
  4. 4. The generic problem in ITIL• “The guidance in the ITIL publications is applicable generically” – Organizational needs vary – Little guidance on implementation• Hard to understand the generic language – “A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks.” – “Service Management is a set of specialized organizational capabilities for providing value to customers in the form of services.” Quotes from “An Introductory Overview of ITIL V3”, The IT Service Management Forum4
  5. 5. The generic problem in ITIL• “The guidance in the ITIL publications is applicable generically” – Organizational needs vary – Little guidance on implementation• Hard to understand the generic language – “A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks.” – “Service Management is a set of specialized organizational capabilities for providing value to customers in the form of services.” Quotes from “An Introductory Overview of ITIL V3”, The IT Service Management Forum5
  6. 6. Loose translation from ITIL 2011 Glossary• Configuration Item: a unit of stuff• Release: all the stuff (not just software)• Deployment: moving stuff to the live environment• Release Window: agreed time to move stuff• Build Environment: a controlled environment to assemble stuff• Definitive Media Library (DML): only place to get software stuff for a release6
  7. 7. Agenda• ITIL: – A brief introduction – The generic problem of implementing ITIL• Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management• Automation: – The end of speed vs. control – Adding value across the SDLC• ITIL Release Managers Acting as DevOps Facilitators7
  8. 8. The rise of release management Increasing Need better Faster pace complexity management.8
  9. 9. Increasing architectural complexity Service Oriented Web Apps Client Server PC AppsMainframe Past 90s-2000s Current 9
  10. 10. More complex team structuresReversed Conway’s Law – Complex architectures require complex organizational structures10
  11. 11. More complex team structures, ctd• Implicit system knowledge scattered across geography and companies – Distributed development – Offshore development – Outsource development – Outsourced IT operations11
  12. 12. Faster pace of software development• Business agility is about being able to respond in the market Dotted line represents market. Solid line our applications based on imperfect guesses of market direction.12
  13. 13. The ITIL releasemanagement concept• Service Transition, 4.4: Release and Deployment Management – “Release and Deployment Management aims to build, test and deliver the capability to provide the services specified by Service Design and that will accomplish the stakeholders requirements and deliver the intended objectives.”13
  14. 14. The ITIL releasemanagement concept• Service Transition, 4.4: Release and Deployment Management – “Release and Deployment Management aims to build, test and deliver the capability to provide the services specified by Service Design and that will accomplish the stakeholders requirements and deliver the intended objectives.”• ITIL 2011 update – Release Management is called upon from Project Management to perform the planning of build, test and deployment of Releases.14
  15. 15. Approaches to release management Super project management15
  16. 16. Approaches to release management Gate Keepers16 Image source: http://www.denverpost.com/travel/ci_7524577
  17. 17. Approaches to release management Post Office17
  18. 18. Approaches to release management DevOps facilitators Image source: http://westlawinsider.com/legal-research/headnote-of-the-18 day/westlaw-headnote-of-the-day-march-30-2011/
  19. 19. Agenda• ITIL: – A brief introduction – The generic problem of implementing ITIL• Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management• Automation: – The end of speed vs. control – Adding value across the SDLC• ITIL Release Managers Acting as DevOps Facilitators19
  20. 20. Automation: speed vs. control• False dichotomy resulting from – Risk-tolerant vs. risk-adverse mindsets – Different bonus plans20
  21. 21. Automation: speed vs. control• False dichotomy resulting from – Risk-tolerant vs. risk-adverse mindsets – Different bonus plans• Automation improves – Speed – Control – Visibility – Auditability21 http://www.streetfire.net/video/126-top-gear-self-driving-bmw_180380.htm
  22. 22. Complexity demands automation22
  23. 23. Manual bug fix & retest process23 http://www.urbancode.com/html/resources/white- papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
  24. 24. Automation in bug fix & retest process24 http://www.urbancode.com/html/resources/white- papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
  25. 25. Tie Automation to your RM Approach• Super project management – Use it to track what’s where.• Release management as gate keepers – Enforce gates automatically. IE: Tie execution of deployment to Stage to results of automated tests.• Release management as DevOps facilitators – Automate handoff elements and push for increased consistency.25
  26. 26. Agenda• ITIL: – A brief introduction – The generic problem of implementing ITIL• Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management• Automation: – The end of speed vs. control – Adding value across the SDLC• ITIL Release Managers Acting as DevOps Facilitators26
  27. 27. Release management spans the SDLC • Functional test • Deploy to Dev • Build • Unit test QA • Performance test Ops Staging • Deploy to Production • UAT Silos Stink27
  28. 28. Don’t be a silo. Be a Silo Smasher. Release Managers Dev Ops28
  29. 29. Use common automation against silos• Common builds But we’re soo• Common IaaS different, we need our own thing• Common deployments• Shared ownership of release pipeline dev system build UAT sign-off staging prod test test29
  30. 30. Use common automation against silos• Common builds But we’re soo• Common IaaS different, we need our own thing• Common deployments• Shared ownership of release pipeline dev system build UAT sign-off staging prod test test30
  31. 31. Process Transformation31
  32. 32. Form a process team• Release Management chairs this team• Other members: – Stakeholders across the SDLC: Devs, QA, Ops, Sec..• Team meets – Regularly (quarterly or in line Dev Sprints) – For Post-mortem’s of any outage and releases• RM incorporates results into official SDLC32
  33. 33. The cardinal sins of post mortem results• Our action item is never, ever, ever “Be more careful”• It’s almost never “document _____ better”• Avoid “Release less often” * For more on good and bad post-mortems, check out “How to Make Failure Beautiful: The Art and Science of Postmortems” by Jake Loomis in Web Operations (ed. Allspaw& Robbins)33
  34. 34. Start Updating Process: Ex. Refinements• Because errors creep into the official builds… – Unify the CI and official builds and test nightly• Because a new app wasn’t compatible with the live environment… – Involve sys-admins in early design phases – Setup test envs that more closely match Live• Deployments failed due to manual error – Increase automation in deployment34
  35. 35. In Summary…• ITIL RM should be DevOps facilitation• Embrace the grand charter for RM in ITIL• Recognize process expertise and automation pieces already available across IT (Dev & Ops)• Co-own the process, but chair a team – ITIL Continual Services Improvement35
  36. 36. References http://urbancode.com/resources• Enterprise CD Maturity Model• Death to Manual Deployments!• Lean Build & Deployment Automation• Deployment Automation BasicsBlogs.urbancode.comTwitter.com/UrbancodeFacbebook.com/UrbanCodeSoftSlideshare.net/Urbancode36
  37. 37. Release Management & Automation Products• uBuild – Build automation and CI for the hard problems• uDeploy – Deployment and release management• uProvision – Spins up virtual environments. Integrated with VMWare, Azure and EC2• uRelease – Release & Environment management / planning37
  38. 38. Next Webcast uRelease public demo - Nov 27th 13:00 US ET (GMT – 5)38
  39. 39. Questions? Slides will be up at: Slideshare.net/Urbancode/ More resources: Urbancode.com/resources/ Eric Minick eric@urbancode.com @EricMinick Blogs.urbancode.com39

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