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Software Configuration Management

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Principles and Practices (Msc in Software Engineering program 2002)

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Software Configuration Management

  1. 1. Software Configuration Management Principles and Practices By Guy Davis, Stephane Saleh and Kejin Huang
  2. 2. Abstract The concept (Kejin)   Basic principles (Guy)  SCM Automation and Tools (Stephane)  SCM in the Future (Stephane)  Tools comparison (Kejin)
  3. 3. Introduction Configuration Management(CM) is a documentation system for tracking the work.
  4. 4. History 1980, Bersoff, E. H., Henderson, V.D., and  Siegel, S. G. Software Configuration Management. Prentice-Hall. 1984, The British Standard BS 6488  1987, IEEE Guide to Software Configuration  Management 1987. IEEE/ANSI Standard 1042-1987. 1987, U. S. Department of Defense. DoD  2167a Standard 1987. DoD.
  5. 5. Why SCM is needed The project body  The project may be big. When a change is made in a shared component, the user may not be notified. (The change may be a bug fix or an improvement.) The time  The development progress steps may last long. When the versions become a tree, the bugs could appear or disappear in different nodes. The people  A lot of people may be involved. A simultaneous update may destroy the others’ work.
  6. 6. The goal (why) To have change activity converge  Controlling ad-hoc change creates a stable  software development environment Control of change is a major part of baseline  management SCM co-ordinates access to change of the  software work products which is particularly important when there is more than one individual work on a software work product
  7. 7. Concept “Configuration management involves the collection  and maintenance of data concerning the hardware and software of computer systems that are being used.” [SIMON & DENNIS - Ref 1] “CM embodies a set of techniques used to help  define, communicate and control the evolution of a product or system through its concept, development, implementation and maintenance phases.” [SWEETMAN - Ref 2] “CM, a key concept in the Information Age, is a set of  systematic controls to keep information up to date and accurate.” [MORRIS - Ref 3]
  8. 8. Concept (cont’d) “A discipline applying technical and  administrative direction and surveillance to. …” (IEEE)  “A collection of hardware, software, and/or firmware, which satisfies an end- use function and is designated for configuration management.quot; (ISO)
  9. 9. What is not Just version management   Just change management  Just a build-and-release tool  An administration tool
  10. 10. The Scope
  11. 11. Principles of SCM  Configuration Identification – Baselines  Change Control  Configuration Status Accounting  Configuration Audits and Reviews – SCM metrics
  12. 12. Configuration Identification  SCM Planning document – Objectives, responsibilities, and methods  Identify configuration items: – Independent components of the system  Logical configuration hierarchy – Object-based view – Directory-based view
  13. 13. Baselines  Complete status of a CI at a given time  Know quality and functionality  Unchangeable and able to recreate Mozilla SCM Roadmap
  14. 14. Change Control  Control change between baselines  Various levels of control – Open policy (no control, just tracking) – Informal code review by module owner – Change Control Board (CCB)  Tailor level to organization and project
  15. 15. Configuration Status Accounting  Monitor status of CIs and change requests – Complete listing of all changes since last baseline (including who, what, when) – Ideally changes should be traceable to rationale  Allows tracking of progress to next baseline  Allows for previous releases/versions to be extracted for testing
  16. 16. Configuration Audits and Reviews  Validation of completeness and consistency  SCM audits occur during project transitions – Requirements, design, implementation, test, …  Ensures that SCM plan is being followed  Useful to review SCM metrics gathered  Feedback allows process improvement
  17. 17. Implementation Issues Requires champions, sponsors, agents   Requires planning (SCMP)  Requires training and documentation  Requires maintenance  Can be measured and improved
  18. 18. SCM Automation  Why Automation? - Difficult to manage developments by large teams operating at different remote sites - Projects are becoming bigger and more complex
  19. 19. SCM Automation (cont’d) (A. Brown, S. Dart, P. Feiler, K. Wallnau, 1991)
  20. 20. SCM Automation (cont’d)  Components Concepts - Component concepts help identify and access components of a software product. - Requirements covered: version control, configuration, repository, etc. - Example of tools or systems: Revision Control System (RCS), Sherpa Design Management System (DMS)
  21. 21. SCM Automation (cont’d)  Structure and Construction Concepts - Concepts that deal with capturing changes to a component and its structure. - Requirements covered: building, optimizing , recording information to allow regeneration of components, etc. - Example of tools or systems: Aide-De-Camp (ADC), Jasmine system model, Rational…
  22. 22. SCM Automation (cont’d)  Team Concepts - Concepts that help with the co-ordination and synchronization of software engineering teams working on a project. - Requirements covered: work areas for isolating work, synchronizing, concurrent work… - Example of tools or systems : Shape, Software Management System (SMS), Network Software Environment (NSE)
  23. 23. SCM Automation (cont’d)  Process Concepts - Concepts that are related to process functionalities. - Requirements covered: lifecycle support, task management, communication and automatically recording information. - Example of tools or systems : PowerFrame, ISTAR, LIFESPAN, Change and Configuration Control (CCC)
  24. 24. Tool Class 1 Code or Developer oriented CM tools only supply the code management, version control, including check-in, check-out, merge, etc.
  25. 25. Tool Class 2  Process oriented CM tools also supply management for software development activities. It may cover:  Version Control  Change Control  Product Management  Problem Tracking  Activity Tracking  Build Management  Document Management  Requirements Tracking.
  26. 26. SCM Challenges • Technological Issues • Process-Oriented Issues • Managerial Issues • Political Issues • Standardization Issues
  27. 27. SCM Challenges (cont’d) • Technological Issues - Switching CM Capabilities - Interoperability between CM - Global Perspective on CM - Repositories - Distributed CM - Perfective Maintenance Support
  28. 28. SCM Challenges (cont’d) • Process-oriented Issues • Political Issues • Standardization Issues
  29. 29. Q/A
  30. 30. Tool Index (cont’d)  FtpVC http://www.nisnevich.com/ftpvc/ftpvc.htm.  PERFORCE http://www.perforce.com/  PVCS http://www.merant.com/  QEF http://www.qef.com/  QVCS http://www.qumasoft.com/.  RAZOR http://www.razor.visible.com/  SABLIME http://www.bell-labs.com/project/sablime  Software Manager (MKS) http://www.verticalsky.com/solutions/  Source Code Manager http://www.unipress.com/free_evals/  StarTeam http://www.starbase.com/.  TeamConnection (IBM) http://www.software.ibm.com/ad/teamcon/  TLIB http://www.burtonsys.com/.  CVS http://www.cvshome.org/
  31. 31. Comparison +1CM AccuRev AllChange CCC Change Man ClearCase   Client/server        Graphical GUI        Basic CM        commands Baselines        Report           Auto-make          Integration         with other tools Life-cycle           support Tool Class 1 2 2 2 2 1
  32. 32. Comparison (cont’d) CM Synergy CMF Code Co-op CMVS CMZ CONTROL- CS Client/server       Graphical GUI            Basic CM            commands Baselines        Report            Auto-make            Integration           with other tools Life-cycle            support Class Tool 2 2 1 2 1 1
  33. 33. Comparison (cont’d) DSM eChange FtpVC NeumaC PerFORCE PVCS   Man M+ Client/server       Graphical GUI             Basic CM Half      commands Baselines       Report             Auto-make          Integration with         other tools Life-cycle support            Class Tool 2 2 1 2 1 1
  34. 34. Comparison (cont’d) QEF QVCS RAZOR SABLI Software Source Code ME Manager Manager Client/server       Graphical GUI    Basic CM      commands Baselines       Report    Auto-make  Integration with    other tools Life-cycle   support Class Tool 2 1 2 2 2 2
  35. 35. Comparison (cont’d) StarTeam TeamConne TeamW TLIB TRUEchange ction are Client/server      Graphical GUI   Basic CM      commands Baselines      Report Auto-build  Integration with PVCS other tools SourceSafe MsProject Life-cycle support Class Tool 2 2 2 1 1
  36. 36. Comparison (cont’d) VisualEnabler Visual MainSoft Voodoo CVS SourceSafe VSS Client/server      Graphical GUI      Basic CM      commands Baselines      Report Auto-build  Integration with    other tools VisualStudio Cervisia, WinCVS Life-cycle support 1 1 1 1 1 Class Tool
  37. 37. References A. Brown, S. Dart, P. Feiler, K. Wallnau. The State of Automated Configuration  Management, Software Engineering Institute. Carnegie Mellon University. 1991. http://www.sei.cmu.edu/legacy/scm/abstracts/absatr_cm_state.html Berlack, R.H. Evaluation & Selection of Automated Configuration Management  Tools. 1995. http://www.stsc.hill.af.mil/crosstalk/1995/nov/evaluati.asp Dart, Susan. Concepts in Configuration Management. Software Engineering Institute.  Carnegie Mellon University. 1991. http://www.sei.cmu.edu/legacy/scm/abstracts/ abscm_concepts.html Eich, Brendan. Mozilla Tree Management Roadmap. Mozilla Organization. 2002. http://  www.mozilla.org/roadmap.html Humphrey, Watts S. Managing the Software Process. Addison-Wesley Publishing  Company. Reading, Massachusetts. 1990 Kelly, Marion. Configuration Management: The Changing Image McGraw-Hill U.K.,  1996. Menks, D. Software Configuration Management. University Of Calgary. 2001.  http://www.ucalgary.ca/~dbmenks/seng/seng621/scm.html

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