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Configuration Management Principles and Practice
ISBN-10: 0-321-11766-2
ISBN-13: 978-0-321-11766-3
Published by Addison-Wesley Professional
© 2003
Pub. Date: Dec 30, 2002
Format: Paper
Table of Contents
List of Figures
List of Tables
Foreword by Kim Caputo
Foreword by Alistair Cockburn
Preface
Introduction
I. WHAT IS CONFIGURATION MANAGEMENT?
1. Definition of Configuration Management Used in This Book
Configuration Management Activities
Metadata
Configuration Management Is Cyclicor Is It?
Quality Assurance Process
Audit
Identification
Inputs
Outputs
Process Descriptions
Unique Identification
Examples
Authorization
Roles
Connection with Other Activities
Storage
Library
Main Processes
Process Descriptions
Roles
Connection with Other Activities
Example
Change Control
Inputs
Outputs
Change Control Activities
Usage of Metadata
Consequence Analysis
Roles
Process Descriptions
Connection with Other Activities
Example
Status Reporting
Inputs
Outputs
Process Descriptions
Roles
Connection with Other Activities
False Friends: Version Control and Baselines
Version Control
Baseline
2. Configuration Management in Maturity Models
CMM Version 1.1
CMM Maturity Levels
Definition
Activities
CMMI
CMMI Process Areas
Definition
Goals
Practice-to-Goal Relationships
Capability and Maturity Levels
Achieving Capability Levels
Level 2 for All Process Areas
Raising the Capability of the Configuration Management Process
ISO 15504 (SPICE) and BOOTSTRAP 3.2
SPICE Process Model
Definition
Goals
Best Practices
Maturity Levels
Maturity of Configuration Management
3. Configuration Management in International Standards
Overview of Related Standards
BS6488, DoD, IEEE
BS6488
DoD Mil-Std-973
IEEE-Std-610.12-1990
ESA PSS-05-09
Introduction from the Guide
GAMP
Description from the Guide
ISO 9001:1994, ISO 9000-3, and ISO 9001:2000
ISO 9001:1994
ISO 9000-3
ISO 9001:2000
4. Organizations Working with Configuration Management
Institutions and Companies
CM Today Yellow Pages
Institute of Configuration Management
Conferences
Ovum
Software Engineering Institute
Projects
ACME
AdCoMs
DaSC
5. Scoping the Configuration Management Task
Level of AmbitionCost/Benefit Analysis
Level of Ambition = Scope + Formalism
Formalism for a Configuration Item
Degrees of Formalism
Earliest and Latest Extremes for Starting Configuration Management
Formalism and Tools
Expansion of Scopefrom Candidate to Item
No Rough Drafts—Please!
Expansion from the Middle
Examples
Calculation of Profitability
Expenses
Savings
Pitfalls in Connection with Scoping
Too Demanding
Wrong
Too Coarse or Too Fine
Too Embracing or Too Exclusive
Too Late or Too Early
How to Treat What Is Kept Outside
Objects to Keep Outside
Identification
Storage
II. CONFIGURATION MANAGEMENT DATA
6. What Can Be Placed under Configuration Management
Physical or Electronic Objects
Configuration Item Class Hierarchy
Physical Objects
Electronic Objects
Types of Objects in Product Perspective
Software
Hardware
Network
Data
Services
Tools
Types of Objects in Project Perspective
Life Cycle Activities
Support Functions
Tools
Types of Objects in Cross-Organizational Perspective
Cross-Organizational Perspective
Administrative Documents
Company Product Assets
Infrastructure
Quality System
Deliveries under Configuration Management
Examples
Project Relationships
Deliveries for Planned Events Like Milestones
Development Model
Milestones
7. What One Needs to Know about a Configuration Item
Overview of Metadata for a Configuration Item
Data Elements
Metadatabase Medium
Other Data Elements
Metadata for Unique Identification
Belongs To
Name
Version
Status
Date
Storage Location
Storage Medium
Example of States for a Document
Example of States for a Source Code Unit, Including in Build
Metadata for Authorization
Producer
Person Holding Overall Responsibility
Person Responsible for Approval
Ownership
Metadata for Relations to Other Configuration Items
Traces To (and From!)
Tracing Registration
Importance of Tracing
Produced With
Derived From
Consists Of
Metadata for Distribution
May Be Distributed To
Has Been Distributed To
8. What One Must Register for a Configuration Item
Item Approval
Quality Approval
Medium
Content
Examples
Release Request
Medium
Content
Stock Control
Examples
Event Registration
Life Cycle and Responsibility
Content
Created
For Evaluation
Under Decision
Under Change
Closed
Classification
Examples
Change Request
Life Cycle and Responsibility
Content
Created
Implemented
Approved
New Events
Examples
9. What Information Is Available for Configuration Items
Examples
Release Note
Item Status List
Item History List
Item Composition List
Trace Report
Configuration Management as Supplier of Measurements
Ideas for Process Improvement
III. ROLES IN CONFIGURATION MANAGEMENT
10. People and Configuration Management
Configuration Management as a Career
Qualifications
Managing Configurations Is Everyone's Job
Understanding Team Roles
Putting Teams Together
11. Configuration Management Roles
Configuration Control Board
Skills and Knowledge
Multiple Boards
Managing Configurations of CCB Work Products
References
Librarian
Tools
Managing Configuration of Library Work Products
References
Person Responsible for Configuration Management
Planning Configuration Management
Managing Configuration Management Work Products
References
12. Organizational Roles
Management
Defining and Tracking Goals
Benefits
References
Person Responsible for Assets
Different Process Descriptions
References
Person Responsible for Operation
Configuration Management Responsibility
References
Person Responsible for Process Management
Managing Configurations of Process Management Work Products
References
Person Responsible for Environments and Tools
Managing Configurations of Environments and Tools
References
Support/Helpdesk
References
13. Project-Related Roles
Analyst
Benefits
References
Designer
Benefits
References
Programmer
Benefits
References
Integrator
Benefits
References
Tester
Benefits
References
Project Manager
Benefits
Managing Configurations of Project Management Work Products
References
Person Responsible for Quality
Managing Configurations of Quality Assurance Work Products
References
Person Responsible for Customer Contact
References
Person Responsible for Subcontractor Contact
References
14. External Roles
Customer
References
Subcontractor
References
IV. CONFIGURATION MANAGEMENT IN PRACTICE
15. General Principles
Milestones
Identification
Generic Content Lists
Storage
Change Control
Status Reporting
Document Handling
Configuration Items or Deliveries
Identification
Authorization
Tracing
Storage
Change Control
Status Reporting
Emergency Changes
Examples
Principles for “Cheating”
Avoid Cheating
Examples Again
16. Configuration Management in Development Activities
Documentation Activities (Specifications and Design)
Identification
Coding
Unique Identification
Authorization
Tracing
Storage
Change Control
Integration
Production Time
Unique Identification
Tracing
Storage
Change Control
Test
Deliveries
Identification
Tracing
Storage
Change Control
Operational Use
Configuration Management Considerations
Release
Event Registration
Status Reporting
Organizational Considerations
Backup
Maintenance
New Versions
Configuration Management Considerations
Example
17. Managing Configurations for Project Support Functions
Project Management
Example
Deliveries
Connection with Other Processes
Identification
Tracing
Change Control
Status Reporting
Configuration Management
Milestone Deliveries
Storage
Change Control
Status Reporting
Quality Assurance
Connection with Other Processes
Subcontractor Management
Identification
Storage
Change Control
Status Reporting
Delivery
18. Managing Configurations in Different Development Models
Agile Development
Configuration Management in Agile Development
Empowered Teams
Process Handling
Environment and Support
Requirements Management
Working Together
Frequent Delivery of Working Software
Communication and Documentation
Status Reporting
Frequent-Build Technique
Planning Considerations
Configuration Management Considerations
Frequent Builds Are Not Frequent Storage
Identification
Building
Storage
Backtracking
Change Control
Example
Integrated Product Development
Organizational Considerations
Configuration Management Considerations
Approach
Iterative Development
Configuration Management Considerations
Requirements Management
Identification
Storage
Change Control
Status Reporting
Sequential Development
W-Model
Configuration Management Considerations
Identification
Change Control
Status Reporting
19. Managing Configurations for Different Product Types
Composite Systems
Design Considerations
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Multiplatform
Configuration Management Considerations
Identification
Multivariants
Examples
Requirements Considerations
Design Considerations
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Safety-Critical Products
Examples
Configuration Management Considerations
Size of Product (Large and Small)
Small Systems
Large Systems
Identification
Storage
Change Control
Status Reporting
Tool Considerations
Web Applications
Examples
Content Management
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
20. Managing Configurations under Special Conditions
Multisite Development (Geographic Distribution)
Example
Organizational Considerations
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Example
Multiple Stakeholders
Get an Overview of the Requirements
Analyze the Requirements
Describe the Fulfillment
Conflict of Authority
Parallel Development
Example
Planning Considerations
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Tool Considerations
Tool Support
Configuration Management Considerations
21. Managing Configurations for Cross-Organizational Functions
Company Infrastructure
Organizational Considerations
Identification
Storage
Change Control
Status Reporting
Cross-Organizational Objects
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
External Reuse Component Development
Examples
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Internal Asset Development (Product-Line Approach)
Examples
Central Ownership of Components
Configuration Management Considerations
Identification
Storage
Change Control
Status Reporting
Quality System, Including Process Management
Configuration Management Considerations
Responsibility
Identification
Storage
Change Control
Status Reporting
V. IMPROVING CONFIGURATION MANAGEMENT
22. Getting Started on Configuration Managementup to Capability Level 1
How to Get Started from Nothing 267
Getting the Right People
Collecting Best Practices Internally
Looking at the Outside World
Focus
Look Ahead
First Steps Toward Configuration Management
Establish Baselines
Track and Control Changes
Minimum Documentation
Establish Integrity
Experiences in Implementing Configuration Management
Overall Conclusion
Datamat Ingegneria dei Sistemi
S.I.A S.p.A
Istiservice, S.p.a
Event A/S
Sysdeco A/S
23. Planning Configuration Managementup to Capability Level 2
General Planning Advice
The Plan Itself
Connection to the Project
Template
Table of Contents for a Configuration Management Plan
Configuration Management Plan: Introduction
Purpose
Scope
Vocabulary and Reference Lists
Configuration Management Plan: Management and Relations to the Environment
Organization
Responsibilities
Interface Control
Subcontractor Management
Relevant Standards
Configuration Management Plan: Activities
Identification
Storage
Change Control
Status Reporting
Configuration Management Plan: Schedule
Tasks
Phases and Milestones
Diagrams and Charts
Configuration Management Plan: Tools, Techniques, and Methods
Tools
Techniques and Methods
24. Processes for Configuration Managementup to Capability Level 3
Processes in General
Connection with Maturity Models
Definitions
A Process Is Like a Recipe
Process Model
Configuration Management ProcessesOverview
Special Requirements for Configuration Management Processes
Configuration Management ProcessModel Examples
25. Continuous Improvement of Configuration Managementup to Capability Level 4 and 5
General Software Process Improvement Advice
Processes in Use
Dissemination and Adaptation
Companies at Capability Levels 4 and 5
Metrics for Controlling Configuration Management Performance
Metrics in General
Measuring Methods
Measurement Plan
Examples
Analyzing Metrics for Control and Improvement
Statistics
Balance Point
VariationWhat Is Normal
Control Charts
26. Tool Support for Configuration Management
Classes of Tools for Configuration Management
Individual Support
Project-Related Support
Full, Company-Wide Process Support
Who Should Use Which Tool?
Organizational Considerations
Business Goals
Buy It or Do It Yourself
Environmental Constraints
Legacy from the Past
Financing
Organizational Scope
Ownership
Planning for the Future
Willingness to Change
Selecting a Configuration Management Tool
Evaluation Group
Evaluation Method
Requirements
Detailed Evaluation
Nomination of the Winner
Requirements for Configuration Management Tools
Integration with Other Tools
Performance
Scalability
Usability
Web Access
Requirements for the Tool Supplier
Acquaintances
Employees
Financial Status
Focus
Tool Use
Reputation
Support Facilities
Customizing Configuration Management Tools
One Tool or More
Changing Tools or Processes
From Class to Class
Appendix A. Configuration Management Process Model:A Software Code Example
Appendix B. Configuration Management Process Model:A Tracing Example
Appendix C. Agile SCM
Glossary
Bibliography
Index 0321117662T12242002
