1. Serena Orchestrated-ALM Workshop Demand, Develop, Deploy SERENA SOFTWARE INC. Kevin A. Lee – Solutions Architect 27 Sep 2011

2. Agenda Introductions and Expectations Serena Orchestrated-ALM Strategy and Vision Reference Architecture Demand Management Overview and Demonstration Development Management Overview and Demonstration Release Management Overview and Demonstration Questions and Feedback SERENA SOFTWARE INC. 2

3. Agenda Introductions and Expectations Serena Orchestrated-ALM Strategy and Vision Reference Architecture Demand Management Overview and Demonstration Development Management Overview and Demonstration Release Management Overview and Demonstration Questions and Feedback SERENA SOFTWARE INC. 3

4. ALM Market Evolution Development Driven Point Products Silo Product Reporting Point-to-Point Integrations Rip and Replace Manual Audit Development Driven Point Products Silo Product Reporting Point-to-Point Integrations Rip and Replace Manual Audit Demand to Deploy Integrated ALM Solutions E2E Dashboards & KPIs Process Orchestration Leverage existing investment Audit Ready Demand to Deploy Integrated ALM Solutions E2E Dashboards & KPIs Process Orchestration Leverage existing investment Audit Ready Prior GenerationNext Generation 4

5. Definition of ALM SERENA SOFTWARE INC. 5 ALM encompasses the practices, processes and tools that aid in the management of the application development life cycle, specifically the workflow and artifacts associated with producing or maintaining a custom software application. Key capabilities include change management, workflow and work item management, and an integration backplane that allows an organization to establish traceability and accountability across multiple processes, multiple locations, multiple tool types, and multiple tools of each type across the stages of development and delivery. Jim Duggan, Thomas E. Murphy, Gartner Marketscope for Application Lifecycle Management

6. Introducing Orchestrated Application Delivery SERENA SOFTWARE INC. Staff Customer Operations Release Manager QA Build Engineer CTO Developer Scrum Master Business Analyst PMO CIO CCB Developer Demand DevelopDeploy Exec Sys Admin 6

7. Serena Role Based Suites SERENA SOFTWARE INC. 7 SBMOrchestration Demand DevelopDeploy Serena Requirements Manager Serena Development Manager Serena Release Manager Serena Request Center Requirements Elicitation Requirements Management Requirements Change Management Issue/Defect Management Test Case Management Development & Build Agile Planning Release Planning Release Vault Release Automation Serena Lifecycle Dashboard Serena Service Manager

8. Orchestrated IT – Closed Loop ALM and ITSM SERENA SOFTWARE INC. 8 Incidents Project & Enhancement Requests Defect Fix Request App Releases Infrastructure Changes Ops Change Requests Serena Request Center Serena Development Manager Serena Release Manager Serena Service Manager Production Biz user Serena Requirements Manager

9. Serenas Orchestrated-ALM Architecture 9 SerenaOrchestrator HP Quality Center IBM Rational Microsoft SharePoint Other 3 rd Party Mainframe Windows Unix Linux Cloud Request Mgmt Portfolio Analysis Requirements Mgmt Change & Config Mgmt Work & Project Mgmt Quality Mgmt Release Control Release Vault Release Automation Demand Mgmt Development MgmtRelease Mgmt Process IntelligenceAudit Trails

10. SBM-Based Solution Frameworks SERENA SOFTWARE INC. 10 SBM Platform Solution Solution Framework Solution Contains Processes Processes Data Model Data Model Forms Forms Reports Reports Notifications Notifications Role Configurations Role Configurations Solution Framework Contains Custom Shell (UI Templates) Custom Shell (UI Templates) Web Services (integrations) Web Services (integrations) Dashboard Serena Business Manager Cross-Solution Reporting

11. Example: Release Manager Packaging SERENA SOFTWARE INC. 11 SBM Serena Release Control Serena Release Manager Framework Release Automation Release Vault PlanApprovePromoteDeploy ALM Dashboard Forms & Reports ITSM Release Trains Release Trains Application Releases Application Releases Release Packages Release Packages Deployment Tasks Deployment Tasks Change Requests Deployment Units Web Services Web Services Custom RLM UI Custom RLM UI Rel Mgmt KPIs

12. Release Manager Development Manager Requirements Manager Third Party Orchestrations 12 Demand Develop Deploy SCCMQualityModelingPLMPPMITSM

13. O-ALM Reference Architecture What is it? Serenas recommended best practices for realizing E2E ALM Blueprint for integrating Serena products & solutions Described by Reference Architecture – key artifacts, processes & integration points Implementation Guide – implementation best practices Target Audiences R&D – blueprint for integrating products & solutions Field & PS – implementation guidance for custom solutions Marketing – technical background for customer-facing collateral & whitepapers Customers – recommended best practices for Serena O-ALM SERENA SOFTWARE INC. 13

14. Logical Architecture SERENA SOFTWARE INC. 14

15. Domain Model SERENA SOFTWARE INC. 15

16. Process Model – Example Dev. Change Request SERENA SOFTWARE INC. 16

17. Scenarios: Execute New Development SERENA SOFTWARE INC. 17 Business Analysts Initial Assessment Product Management Consider Request(s) Defer/Add to Backlog Development Team Allocate Requests to Iterations Decompose Requests to Tasks Develop and Test Release Team Create Release Package Business User Submit Request Test Team Update and Define Test Cases Deploy Release to QA Validate Request Execute Test Cases Define and Prototype Requirements Approve Requirements SBM/Dim CM/Eclipse/HudsonSBM SBM/QCSBM/Dim CM/NolioSBM/Dim RM/Composer Review Prototype Assign Requests to Release Deploy Release to Production Assign Requests and/or Baseline Create Development Request(s) Build and Baseline Create Deployment Tasks Deploy to Integration?

18. Agenda Introductions and Expectations Serena Orchestrated-ALM Strategy and Vision Reference Architecture Demand Management Overview and Demonstration Development Management Overview and Demonstration Release Management Overview and Demonstration Questions and Feedback SERENA SOFTWARE INC. 18

19. Few Organizations Do Requirements Well SERENA SOFTWARE INC. 19 90% of software features are rewritten for each new project 60% of projects dont meet most business requirements 200X more expensive to resolve issues later in development process 33% of development costs wasted from poor requirements

20. Serena Requirements Management Lifecycle SERENA SOFTWARE INC. 20 CapturePrioritizeReviewDeliverValidatePrototypeDetail

21. Serena Requirements Manager SERENA SOFTWARE INC. 21 Requirements ValidationRequirements DefinitionRequirements Development Prototype Composer Dimensions RM SBM WordAgileCMQC

22. Serena Requirements Manager Concepts SERENA SOFTWARE INC. 22 Business Change Request Feature Use Case System Requirement Primary Items (with Workflow) RM Class External Items 1..n n..1 1..1 Test Requirement Dev Change Request QC Requirement 1..n

23. Scenario: Execute New Development SERENA SOFTWARE INC. 23 Business Analysts Initial Assessment Product Management Consider Request(s) Defer/Add to Backlog Development Team Release Team Business User Submit Request Test Team Define and Prototype Requirements Approve Requirements SBM/Dim CM/Eclipse/HudsonSBM SBM/QCSBM/Dim CM/NolioSBM/Dim RM/Composer Review Prototype Assign Requests to Release

24. Agenda Introductions and Expectations Serena Orchestrated-ALM Strategy and Vision Reference Architecture Demand Management Overview and Demonstration Development Management Overview and Demonstration Release Management Overview and Demonstration Questions and Feedback SERENA SOFTWARE INC. 24

25. DEMANDDEVELOPDEPLOY Application Development Realities SERENA SOFTWARE INC. 25 48% 69% Dont have standard tools Development is off- shored & outsourced 70% Cost of development is in rework 62% IT projects fail to meet schedule

26. Serena Development Manager SERENA SOFTWARE INC. 26 Dimensions CM ALM Dashboard SBM IDERMQC

27. Dim CM Task Serena Development Manager Concepts SERENA SOFTWARE INC. 27 ALM Project Dev Change Requests Dev Tasks Dim CM Baseline Dev Packages Primary Items (with Workflow) Aux Table Items External Items 1..n 1..1 QC Defect n..1 1..1

28. Multi-site, Multi-platform, Multi-Environment DefineDevelopBuildTest DefineDevelopBuildTestDeploy Open Systems Mainframe Systems Windows Linux UNIX z/OS Remote Transport Java C/C++ Microsoft.NETWeb/PHP SQL/COBOL Library Caching

29. Serenas Orchestrate-ALM Dashboard 29

30. Scenarios: Execute New Development SERENA SOFTWARE INC. 30 Business Analysts Product Management Development Team Allocate Requests to Iterations Decompose Requests to Tasks Develop and Test Release Team Business User Test Team Update and Define Test Cases Execute Test Cases SBM/Dim CM/Eclipse/HudsonSBM SBM/QCSBM/Dim CM/NolioSBM/Dim RM/Composer Create Development Request(s) Build and Baseline Deploy to Integration?

31. Agenda Introductions and Expectations Serena Orchestrated-ALM Strategy and Vision Reference Architecture Demand Management Overview and Demonstration Development Management Overview and Demonstration Release Management Overview and Demonstration Questions and Feedback SERENA SOFTWARE INC. 31

32. Release Management – What does it Mean to You? SERENA SOFTWARE INC. 32 Biweekly According to Websters: 1.Occurring twice per week 2.Occurring every two weeks According to Websters: 1.Occurring twice per week 2.Occurring every two weeks

33. How Would You Describe Your Release Management Process? Release Management Process 33

34. Release Management Satisfaction Is Low 34

35. INFRASTRUCTURE 60% Release Failures 60% of application failure & downtime is release related. (IDC Survey 2009) High Costs 75% of IT operation teams is spent on application release. (Forrestor, 2009) Long Release Times Release bottlenecks (cant make release window) delays & limited operational agility. Release Management … impact on business…

36. Serena Release Management 36 IT Ops Datacenter Development Release Control Release Automation Release Vault Application Software Changes Deployed Application Releases Release Manager DevOps Plan, Manage & Approve Releases Secure, Auditable Path to Production Automate Application Configuration Tasks

37. Serena Release Manager SERENA SOFTWARE INC. 37 Release Vault (Dim CM/ZMF) Release Automation Release Control CMSVNRALLY

38. Dev Chg Request Serena Release Manager Concepts SERENA SOFTWARE INC. 38 Release Train Application Release Release Package Release Calendar Deployment Unit Application Component Automated Deployment Process Deployment Task Deployment Process Template Manual Primary Items (with Workflow) Aux Table Items External Items 1..n

39. Customer Success Serena Release Management SERENA SOFTWARE INC. 39 Release Management Satisfaction We now have a standardized, managed and efficient software release tool which has made our customers very happy. System Administrator Fortune 500 Computer Services Company IT Specialist Fortune 500 Telecommunication Services Company Reduced Time from Dev to Deploy Serena has improved management of code releases from development through to production, reducing delivery time by 25%. Automating Releases to Avoid Errors We have standardized and automated our end-to-end coding and release management process to reduce human errors. IT Director Global 500 Pharmaceuticals Company Serena Release Management Everything is 100% under control. System Administrator Global 500 Banking Company

40. Customer Success Serena Release Management SERENA SOFTWARE INC. 40 Releasing applications into production environments is a critical part of application development. Working with Serena makes coordinating release processes very straightforward and helps us ensure all stakeholders are notified on upcoming changes. Instead of relying on manual processes, we have implemented a repeatable, reliable procedure that is not only saving everyone headaches, it also reduces cost. David Bell, Change and Release Manager Mitsubishi UFJ

41. Scenarios: Execute New Development SERENA SOFTWARE INC. 41 Business Analysts Product Management Development Team Release Team Create Release Package Business User Test Team Update and Define Test Cases Deploy Release to QA Validate Request Execute Test Cases SBM/Dim CM/Eclipse/HudsonSBM SBM/QCSBM/Dim CM/NolioSBM/Dim RM/Composer Deploy Release to Production Assign Requests and/or Baseline Create Deployment Tasks

42. SERENA SOFTWARE INC. 42 Questions and Feedback