ravi scm final
DESCRIPTION
TRANSCRIPT
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
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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
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