creating competitive advantage Configuration Change Management Discipline Configuration

creating competitive advantage Configuration & Change Management Discipline: Configuration & Change Management Training Code: GIP_CM Created by: SL DPG Software Engineering Process Group

Configuration & Change Management - Overview The CM system is the collection of activities performed during a software engineering project to: § determine and identify those entities of the software product that need to be controlled; § ensure those entities have necessary and accurate definitions and documentation; § ensure changes are made to the entities in a controlled manner; § ensure that the correct version of the entities/software product are being used; and ascertain, at any point in time, the status of an entity (e. g. , whether a specific entity is completed, being changed, waiting to be tested, or released to the customer). GIP 5. 0 Configuration & Change Management Discipline 2

Configuration & Change Management - Policy § Projects shall perform Configuration Management activities according to the documented plan. § All changes to Configuration Items shall be controlled by formal change methods, reviewed and baseline. GIP 5. 0 Configuration & Change Management Discipline 3

Configuration & Change Management - Workflow GIP 5. 0 Configuration & Change Management Discipline 4

Workflow Detail – Plan CM 9/4/2021 5

Activity – Prepare CM Plan § Purpose § To prepare the Configuration Management (CM) plan that describes CM activities for the project. § Scope § Preparing CM plan as per the process applicable for the project under consideration. § CM plan needs to be written by the beginning of the Elaboration and then re-visited through the project lifecycle at the beginning of the Construction and Transition phases. GIP 5. 0 Configuration & Change Management Discipline 6

Activity – Prepare CM Plan Cont … § Entry Criteria § Resources identified for PM, Configuration Manager and other roles § PM, Configuration Manager, and the leads are trained on this process and are conversant with CM and CR procedures § Project kicked off § Input Artifacts § Project approach document § Configuration Management plan § Project Initiation Documents GIP 5. 0 Configuration & Change Management Discipline 7

Activity – Prepare CM Plan Cont …. § Steps § Establish CM Procedures § Define configuration item identification practices § Selection criteria § Naming schemes § Define baselining practices § Plan for configuration audits § Status reporting mechanisms § Identify CR based reports § Define frequency/scheduler of reports § Establish change request procedure § Define CR workflow § Identify approval authorities § Identify CR status attributes § Identify related artifacts and ownership § Establish Change Control Board § Identify members § Define frequency/schedule of meetings GIP 5. 0 Configuration & Change Management Discipline 8

Activity – Prepare CM Plan Cont … § Write the CM plan § Define project environment details § Define § § Development, Integration testing, QA testing, and Production support environment details § Document configuration item identification practices § Identify baselines § Define planned baselines, promotions and branches § Plan configuration audits § Prepare audit schedule § List items that are going to be audited § Configuration Status reporting requirements § Identify CR based reports § Schedule status reports § CCB § List members § Workout roles and responsibilities § Release Management § List planned released and builds § Prepare release schedule § Review the CM Plan § Baseline the CM Plan GIP 5. 0 Configuration & Change Management Discipline 9

Activity – Prepare CM Plan Cont …. § Exit Criteria § CM Plan prepared and reviewed § Resulting Artifacts § Baselined CM plan § CM Plan Review Record § Verification § Reviewed by project leadership team/ADM § Tailoring § CM template may be tailored to suit project/client specific needs § CM and CR tools can be project specific and can be different GIP 5. 0 Configuration & Change Management Discipline 10

Workflow Detail – Manage Change Request GIP 5. 0 Configuration & Change Management Discipline 11

Activity – Handle Change Requests § Purpose § To handle/process the Change request (CR) received from the customer and change request generated internally. § Scope § Limited to management of the change requests and does not include implementation aspects. GIP 5. 0 Configuration & Change Management Discipline 12

Activity – Handle Change Requests Cont … § Entry Criteria § CR raised § CR is in progress § CR log created § Input Artifacts § § Change Request CR Log Configuration Management Plan Project Repository GIP 5. 0 Configuration & Change Management Discipline 13

Activity – Handle Change Requests Cont …. § Steps § Submit Change Request § Carry out impact analysis § Assess Change Request § CCB takes up review of all CRs submitted § Update CR log and the CR § Assign Change Request § PM assigns the CR to team members § Assigned team members takes up and completes the development § Close Change Request § Assign the CR for verification § Assess completed CR GIP 5. 0 Configuration & Change Management Discipline 14

Activity – Handle Change Requests Cont …. § Exit Criteria § CR log updated § CRs updated § Resulting Artifacts § § Change Request CR Log Configuration Management Plan Project Repository § Verification § Project leadership reviews the CR impact analysis and related estimates § CCB reviews the CR details to ensure that the change has been implemented correctly and completely § Tailoring § All the steps are mandatory, each step can be tailored GIP 5. 0 Configuration & Change Management Discipline 15

Workflow Detail – Manage Baselines GIP 5. 0 Configuration & Change Management Discipline 16

Activity – Setup CM Environment § Purpose § To establish an environment where the product can be developed, tested and built. § Scope § Setting up/updating CM environment and integration workspace. § Setting up CM environment involves § Allocating machine resources § Installing CM tools § Setting up project environment involves § Creating workspaces § Setting up the project repository structure § Importing any existing files GIP 5. 0 Configuration & Change Management Discipline 17

Activity – Setup CM Environment Cont … § Entry Criteria § § CM plan is prepared Project repository is available Need for updating Workspace Development infrastructure is in place § Input Artifacts § § CM plan Project Initiation Documents Pre-sales documents Project repository GIP 5. 0 Configuration & Change Management Discipline 18

Activity – Setup CM Environment Cont …. § Steps § Setup the CM and CR hardware environment § § § § Identify and set up necessary hardware and software Ensure Network is up and running and verify the bandwidth Verify memory requirements Verify disk space requirements Verify input/output device requirements Verify system and apply software licenses Do security setup and verify § Create Project Repository § Create a baseline for customer supplied files and/or third party tools § Update CM environment § Create Development workspace § Create integration workspace GIP 5. 0 Configuration & Change Management Discipline 19

Activity – Setup CM Environment Cont …. § Exit Criteria § Project repository with necessary privileges is created/updated § Development/ Integration workspace with necessary privileges is created/updated § Resulting Artifacts § Project Repository § Workspace Development § Workspace Integration § Verification § Reviewed internally by project team consisting of project manager and leads § Tailoring § All the steps are mandatory, each step can be tailored GIP 5. 0 Configuration & Change Management Discipline 20

Activity – Create Promote Baselines § Purpose § To ensure that all developed artifacts are baselined as per the plan § To ensure that baselines are ‘tagged’ to reflect the level of software maturity, stability and quality they may have achieved. GIP 5. 0 Configuration & Change Management Discipline 21

Activity – Create Promote Baselines Cont … § Entry Criteria § Work products are ready and meet baseline criteria § Applicable release/delivery/approval note generated § Input Artifacts § § § Configuration Management Plan Project Approach Document Project Repository Work Products (Part of Project Repository) Release / Approval notes GIP 5. 0 Configuration & Change Management Discipline 22

Activity – Create Promote Baselines Cont …. § Steps § Create Baselines § Labels the work product according to the specified naming convention, along with appropriate comments § Communicates the baselining to the project and stakeholders § Promote Baselines GIP 5. 0 Configuration & Change Management Discipline 23

Activity – Create Promote Baselines Cont …. § Exit Criteria § Baseline created/promoted with appropriate label and comment § Resulting Artifacts § Baselines (Project Repository) § Verification § Reviewed internally by Project team consisting of PM, Configuration Manager, Integrator and Leads. § Tailoring § Templates can be tailored to suit project/customer specific needs. § All steps mentioned are mandatory. GIP 5. 0 Configuration & Change Management Discipline 24

Workflow Detail – Monitor CM Operations GIP 5. 0 Configuration & Change Management Discipline 25

Activity – Generate CM Status Reports § Purpose § To support project Configuration Status Accounting activities that are based on a formalized recording, and reporting on the status of proposed changes, and the status of the implementation of proposed changes. § Scope is limited to CM status reports specific o project repository GIP 5. 0 Configuration & Change Management Discipline 26

Activity – Generate CM Status Reports Cont … § Entry Criteria § Periodic status reporting § Input Artifacts § § § Configuration Management Plan Project Repository Project Schedule Change Request Log Change Requests Project Approach Document GIP 5. 0 Configuration & Change Management Discipline 27

Activity – Generate CM Status Reports Cont …. § Steps § Extract / Gather relevant measurements § Generate Configuration Item Status Reports § Exit Criteria § Configuration Item Status Report Created § Resulting Artifacts § Configuration Item Status Reports § Tailoring § Templates can be tailored to suit project/customer specific needs. § All steps mentioned are mandatory. GIP 5. 0 Configuration & Change Management Discipline 28

Summary GIP 5. 0 Configuration & Change Management Discipline 29