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Configuration Management-Configuration Management-Basic ConceptsBasic Concepts
AgendaAgenda
Configuration Management process OverviewConfiguration Management process Overview Process StagesProcess Stages
Planning & SetupPlanning & Setup ControlControl AuditAudit
Case StudyCase Study
Process Overview
Definition:-
Configuration Management (CM) is the process of identifying, organizing and controlling modifications to the work products in a testing project
Why CM?
To ensure that..• Software conforms to requirements• Software has undergone all reviews and tests• Right version of any work product is used at any point of time• All components of the delivered software are consistent with
each other• Right version of software components are shipped to customer
site
Do you know ………….Do you know …………. Estimated number of bugs due to CM problems
10% to 15%
Process StagesProcess Stages-(i)-(i)Planning & SetupPlanning & Setup
Planning involvesPlanning involves
• Identification of work components which needs Identification of work components which needs to be under configuration controlto be under configuration control
• Laying down procedures for controlling and Laying down procedures for controlling and implementing changes to the software items implementing changes to the software items within the project’s defined workflow.within the project’s defined workflow.
• Identification of tools used in the projectIdentification of tools used in the project
Planning & Setup contd….Planning & Setup contd….
The following should be ensured during planning:-The following should be ensured during planning:-
1.1. Version control Version control
2.2. Base-lining procedureBase-lining procedure
3.3. Change control procedureChange control procedure
4.4. Release procedureRelease procedure
5.5. Status accounting procedureStatus accounting procedure
6.6. Backup procedure Backup procedure
7.7. Archival procedure Archival procedure
Configurations itemsConfigurations items : :
Definition:-Definition:-
““Configuration items are the items that are Configuration items are the items that are directly related or involved in creation of work directly related or involved in creation of work product.”product.”
e.g. requirement specification document, design e.g. requirement specification document, design document, Source Code, Acceptance plan etc.document, Source Code, Acceptance plan etc.
Test Project work Products Test Project work Products do not need the formality of do not need the formality of configuration management but do need to be placed under configuration management but do need to be placed under some form of Version Control and Change control referred some form of Version Control and Change control referred to as “managed and controlled”to as “managed and controlled”
Some of the items which needs to be Some of the items which needs to be managed & controlled managed & controlled
PlansPlans• Test plans, test scripts Test plans, test scripts • Project plan Project plan • CM planCM plan
DataData• Planning and re-Planning and re-
planning dataplanning data• Test dataTest data
RecordsRecords• All review recordsAll review records• Causal analysis recordsCausal analysis records• Program level tracking Program level tracking
recordsrecords• Test recordsTest records• Release recordsRelease records• Status tracking recordsStatus tracking records
Customer supplied Customer supplied
Documentation orDocumentation or
manualsmanuals
Equipment’s or any other Equipment’s or any other itemsitems
OthersOthers• Standards used in projectStandards used in project• Contract /proposalContract /proposal
Participants in planningParticipants in planning
Test ManagerTest Manager, , Configuration Configuration Controller/ Configuration Control Controller/ Configuration Control BoardBoard
CM ActivitiesCM Activities
Identify configuration items Identify configuration items Identify items to be managed Identify items to be managed
& controlled& controlled Define the flow of Define the flow of
configuration items & identify configuration items & identify the baseline pointsthe baseline points
Define naming and numbering Define naming and numbering conventionsconventions
Identify the storage structureIdentify the storage structure Define the following Define the following
procedures for the procedures for the configuration items:configuration items:• Version ControlVersion Control• BaseliningBaselining• Change controlChange control• ReconciliationReconciliation• ReleaseRelease
• Status accountingStatus accounting• BackupBackup• ArchivalArchival
Define the following procedures Define the following procedures for the managed & controlled for the managed & controlled itemsitems• Version ControlVersion Control• BaseliningBaselining
Identify CM toolIdentify CM tool Prepare CM plan Prepare CM plan Review CM planReview CM plan Identify configuration controller Identify configuration controller
(CC)/CCB(CC)/CCB Train the team on projects’ CM Train the team on projects’ CM
planplan Setup configuration environmentSetup configuration environment
Process StagesProcess Stages-(ii)-(ii) Control Control
Configuration control involves controlling/tracking Configuration control involves controlling/tracking changes to the configuration items in a changes to the configuration items in a systematic way.systematic way.
Participants :CC, Test Manager, Testing Team Participants :CC, Test Manager, Testing Team
ActivitiesActivities
For configuration itemsFor configuration items
• Get authorization for Get authorization for change requestchange request
• Checkout configuration Checkout configuration items items
• Update the status Update the status tracker (E.g. Schedule is tracker (E.g. Schedule is the simplest form of the simplest form of status tracker)status tracker)
• Update the items & Update the items & change version change version number /modlog number /modlog
• Verify Verify approval/authorization approval/authorization status of modified status of modified programs/documentsprograms/documents
• Check-in configuration Check-in configuration items items
• Update the status trackerUpdate the status tracker• Backup configuration Backup configuration
items items • Archive configuration Archive configuration
items as necessaryitems as necessary• Maintain a log of change Maintain a log of change
requests processedrequests processed
For Managed & controlled For Managed & controlled itemsitems
• Checkout configuration Checkout configuration items items
• Update the items & Update the items & change version numberchange version number
• Check-in configuration Check-in configuration itemsitems
Process Stages-(iii) AuditProcess Stages-(iii) Audit
Configuration audits are performed to verify Configuration audits are performed to verify thatthat• Configuration management activities are Configuration management activities are
conducted as per plan. conducted as per plan. • Compliance to the applicable standards is Compliance to the applicable standards is
maintainedmaintained• Integrity of the baseline is maintainedIntegrity of the baseline is maintained• Baseline contents are complete & correctBaseline contents are complete & correct• Status of each of the configuration items is Status of each of the configuration items is
correctly availablecorrectly available
There are 3 types of CM auditsThere are 3 types of CM audits
1.1. Baseline audit or Physical auditBaseline audit or Physical audit
2.2. Work product completion audit Work product completion audit or Functional auditor Functional audit
3.3. Release auditRelease audit
Baseline audit or Physical auditBaseline audit or Physical audit This audit is conducted on a periodic basis.This audit is conducted on a periodic basis. This audit involves checking This audit involves checking
• If CM activities are planned and available in scheduleIf CM activities are planned and available in schedule• Whether workflow is as per the CM plan Whether workflow is as per the CM plan • Where configuration items are stored and where they are Where configuration items are stored and where they are
supposed to besupposed to be• Are changes to the baseline controlled?Are changes to the baseline controlled?• Is the status of the configuration item available?Is the status of the configuration item available?
Physical configuration audits are performed as Physical configuration audits are performed as necessary to verify that all items identified as necessary to verify that all items identified as being part of the configuration are present in the being part of the configuration are present in the respective directory (baseline, release, etc.). respective directory (baseline, release, etc.).
Work product completion audit or Functional Work product completion audit or Functional auditaudit
To verify and validate that the configuration item To verify and validate that the configuration item has achieved the performance specified and the has achieved the performance specified and the documentation is adequate for a move to documentation is adequate for a move to production, production, i.e Any work product that is ready should undergo i.e Any work product that is ready should undergo a completion check to confirm that –a completion check to confirm that –• Performance criteria mentioned in the specifications of Performance criteria mentioned in the specifications of
the work product are metthe work product are met• All components are availableAll components are available• All the planned reviews have been performedAll the planned reviews have been performed• All the required tests have been completedAll the required tests have been completed• All the defects/ issues raised on the work product are All the defects/ issues raised on the work product are
closed.closed.• Traceability exists.Traceability exists.
Release AuditRelease Audit
At the time of release, an audit is done to At the time of release, an audit is done to ensure that –ensure that –
• Right version of the work product is shipped to Right version of the work product is shipped to the customerthe customer
• All components of the release are consistent All components of the release are consistent with each otherwith each other
• All defects are closed before All defects are closed before shipping/Unresolved issues/ defects are listed shipping/Unresolved issues/ defects are listed in the release notein the release note
ActivitiesActivities
Plan for the audit Plan for the audit Conduct the auditConduct the audit Generate audit reportGenerate audit report Ensure closure of defectsEnsure closure of defects
Case Study-ArgosCase Study-Argos