Preapared by

Ravindra Nath Sharma

Agenda 1) Introduction(UK)

2) Configuration control board (Ravi)

3) Configuration manager (Mahesh)

4) Configuration item owner(ksh)

5) Configuration librarian( ksh)

6) Configuration Auditor(roshan)

7) Configuration support manager(roshan)

8) Person in role(ravi)

9) Configuration tools(ravi)

3SCM ppt 041023

Configuration management roles

1 Control Board ndash composed of technical and administrative representatives who recommend

approvaldisapproval of changes to a CI or baseline (eg 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) ndash

Implements and maintains the CM system according to the projectrsquos CM Plan Coordinates supports and performs

CM activities and reports those activities to the PDL

4041023

3Configuration item ownerA configuration item owner has primary responsibility for a configuration item (CI)

Configuration librarianA 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 auditorThe configuration auditor can view modify or cancel audit schedules and clean up old audit output

5Support managerA support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role

Person in a roleA 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

041023 5

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Agenda 1) Introduction(UK)

2) Configuration control board (Ravi)

3) Configuration manager (Mahesh)

4) Configuration item owner(ksh)

5) Configuration librarian( ksh)

6) Configuration Auditor(roshan)

7) Configuration support manager(roshan)

8) Person in role(ravi)

9) Configuration tools(ravi)

3SCM ppt 041023

Configuration management roles

1 Control Board ndash composed of technical and administrative representatives who recommend

approvaldisapproval of changes to a CI or baseline (eg 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) ndash

Implements and maintains the CM system according to the projectrsquos CM Plan Coordinates supports and performs

CM activities and reports those activities to the PDL

4041023

3Configuration item ownerA configuration item owner has primary responsibility for a configuration item (CI)

Configuration librarianA 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 auditorThe configuration auditor can view modify or cancel audit schedules and clean up old audit output

5Support managerA support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role

Person in a roleA 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

041023 5

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

3SCM ppt 041023

Configuration management roles

1 Control Board ndash composed of technical and administrative representatives who recommend

approvaldisapproval of changes to a CI or baseline (eg 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) ndash

Implements and maintains the CM system according to the projectrsquos CM Plan Coordinates supports and performs

CM activities and reports those activities to the PDL

4041023

3Configuration item ownerA configuration item owner has primary responsibility for a configuration item (CI)

Configuration librarianA 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 auditorThe configuration auditor can view modify or cancel audit schedules and clean up old audit output

5Support managerA support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role

Person in a roleA 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

041023 5

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Configuration management roles

1 Control Board ndash composed of technical and administrative representatives who recommend

approvaldisapproval of changes to a CI or baseline (eg 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) ndash

Implements and maintains the CM system according to the projectrsquos CM Plan Coordinates supports and performs

CM activities and reports those activities to the PDL

4041023

3Configuration item ownerA configuration item owner has primary responsibility for a configuration item (CI)

Configuration librarianA 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 auditorThe configuration auditor can view modify or cancel audit schedules and clean up old audit output

5Support managerA support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role

Person in a roleA 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

041023 5

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

3Configuration item ownerA configuration item owner has primary responsibility for a configuration item (CI)

Configuration librarianA 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 auditorThe configuration auditor can view modify or cancel audit schedules and clean up old audit output

5Support managerA support manager is responsible for managing relationships between configuration items (CIs) and users that have been assigned to a role

Person in a roleA 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

041023 5

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

6041023

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

7041023

1 Quality Control Board

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

8041023

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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

bull Choose a team of people to support various roles in the process

bull Has access to all configuration items in the CMDB

bull Ensure the goals of the company are met through the right set of policies and procedures

bull Ensure that the team maintains a quick turnaround of requests

9041023

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Contdhellip

Maintain an auditable processShow discoveryRequest a set of resources to be maintained in the CMDBConfigure policies and standardsView reports and requestWork with reportsView configuration itemsExpand configuration managementStop management of configuration items

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Tasks for the Configuration Managers

11041023

Define configuration itemsDefine configuration items

Define promote release policiesDefine promote release policies

Define responsibilitiesDefine responsibilities

Set up configuration management systemSet up configuration management system

SCMP following the IEEE 828-1990 standard

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Configuration Management job ndash Configuration Manager Responsibilities

Works to the overall objectives agreed with the IT Services Manager implements the organizationrsquos Configuration Management policy and standards

Evaluates existing Configuration Management systems and the design implementation and management of newimproved 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

12041023

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Continuedhellip

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

organizationrsquos 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

13041023

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

ldquoAn aggregation of hardware software or both that is designated for configuration management and treated as a single entity in the configuration management processrdquo

Software configuration items are not only program code segments but all type of documents according to development eg all type of code files drivers for tests analysis or design documents user or developer manuals system configurations (eg version of compiler

used)

In some systems not only software but also hardware configuration items (CPUs bus speed frequencies) exist

14041023

3 Configuration item owner

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Finding Configuration Items

Large projects typically produce thousands of entities (files documents data ) which must be uniquely identifiedAny entity managed in the software engineering process can potentially be brought under configuration management controlBut not every entity needs to be under configuration management control all the time Two Issues

What Selection of Configuration ItemsWhat 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

15041023

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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 yearsAn 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 CisFind the CIs

Find relationships between CIs

16041023

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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

17041023Once the Configuration Items are selected they are usually organized in a tree

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

ldquoThe projectrdquo CI

Models Subsystems Documents

Object Model Dynamic Model

Database User Interface

Code Data Unit Test

RAD ODD

ldquoThe projectrdquo

Configuration Item Tree (Example)

18041023

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Configuration librarianA 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

19041023

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

4 Configuration auditor

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

20041023

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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

21041023

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Configuration Audit1048714 Two approaches can be used to ensure proper implementation of change1048714 formal technical review (FTR)1048714 software configuration audit1048714 A assesses a configuration object for characteristics that are not generally not considered during review1048714 CA generally checksSCM procedures followedall related SCIs properly updatedchange date and author specifiedChanges incorporatedFTR conductedSE standards followed

22041023

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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 managerView CIs assigned to organizations and people in the organizationsRestrict configuration item access by organization

23041023

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

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

24041023

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Configuration Tools

Device Drivers

DMXConfig

TCPIP

25041023

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

httpwwwrationalcomproductsclearcase

26041023

• Slide 1

Tools for Software Configuration ManagementSoftware configuration management is normally supported by tools with different functionalityExamples

RCSvery old but still in use only version control system

CVS (Concurrent Version Control)based on RCS allows concurrent working without locking

httpwwwcvshomeorg

CVS Web Web Frontend to CVS Perforce

Repository server keeps track of developerrsquos activities

httpwwwperforcecom Clear Case

Multiple servers process modeling policy check mechanisms

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