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© 2006 Jupitermedia Corporation Webcast TitleSuccessful Rollout Planning 1 January 19, 2006 2:00pm EST, 11:00am PST George Spafford, President Spafford.

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Presentation on theme: "© 2006 Jupitermedia Corporation Webcast TitleSuccessful Rollout Planning 1 January 19, 2006 2:00pm EST, 11:00am PST George Spafford, President Spafford."— Presentation transcript:

1 © 2006 Jupitermedia Corporation Webcast TitleSuccessful Rollout Planning 1 January 19, 2006 2:00pm EST, 11:00am PST George Spafford, President Spafford Global Consulting

2 © 2006 Jupitermedia Corporation Successful Rollout Planning 2 Housekeeping Submitting questions to speaker –Questions will be answered during 10 minute Q&A session at end of presentation –Locate “Q&A button on right-hand side of screen. Click on “new”, type in question to box provided, hit “send”. Technical difficulties? –Use Q&A button on right-hand side of screen –Press *0 on telephone to talk with operator –Dial 888-523-2450-2450 toll free, or 410-568-3614

3 © 2006 Jupitermedia Corporation Successful Rollout Planning 3 Main Presentation

4 © 2006 Jupitermedia Corporation Successful Rollout Planning 4 Copyright Notices ITIL® is a registered trademark of the UK Office of Government Commerce. Visible Ops is the trademark of the IT Process Institute (http://www.itpi.org) This webcast is the property of Spafford Global Consulting, Inc. All other trademarks and company names are the property of their respective owners. A copy of these slides can be emailed to you for personal reference use. Please contact webcasts@jupitermedia.comwebcasts@jupitermedia.com

5 © 2006 Jupitermedia Corporation Successful Rollout Planning 5 Agenda Release Management Overview Release Policy Release Planning Rollout Planning Back-out Planning Rollout Checklist

6 © 2006 Jupitermedia Corporation Successful Rollout Planning 6 Release Management Overview Tasked with planning, designing, building, configuration and testing of releases. “The focus of Release Management is the protection of the live environment and its services through the use of formal procedures and checks.” – ITIL Service Support Release management spans development, test and production. Production Environment Test Environment Development Environment Release Management

7 © 2006 Jupitermedia Corporation Successful Rollout Planning 7 Overview - What is a Release? A collection of authorized changes to an IT service. Can contain new and revised hardware and software in three categories – Major, Minor and Emergency Release Unit – describes the IT infrastructure portion that is released together.

8 © 2006 Jupitermedia Corporation Successful Rollout Planning 8 Overview – Types of Releases Full – This is a complete set of hardware and/or software. –Example: Windows XP or Windows Server 2003 Delta – Contains only the configuration items that changed. –Example: Service packs are typically delta releases. Package – Is a formal combination of full and delta releases. –Example: Windows XP and Service Pack 2.

9 © 2006 Jupitermedia Corporation Successful Rollout Planning 9 Overview - Release Management Dependencies Change Management Is the set of standardized processes and tools used to handle change requests in order to support the business while managing risks. Configuration Management Focuses on tracking and documenting configurations and then providing this information to other areas including Change and Release Management. The three process areas must work together and share information.

10 © 2006 Jupitermedia Corporation Successful Rollout Planning 10 Overview – Detective Control Benefits To plan releases necessitates accurate knowledge of the current production builds An automated tool that can detect all changes within scope can –Ensure production matches the last known good build –Confirm that production and preproduction match –Reduce circumvention of the change process –Drive cultural change as the processes can’t be readily bypassed

11 © 2006 Jupitermedia Corporation Successful Rollout Planning 11 Release Policy Defines the release management control process Establishes roles and responsibilities The release numbering scheme Frequency of releases The level of infrastructure detail that will have releases Release deliverables Release documentation Requirements and testing of back-out plans Configuration and acceptance criteria for the Definitive Software Library (DSL)

12 © 2006 Jupitermedia Corporation Successful Rollout Planning 12 Release Planning Define release contents High-level scheduling and distribution Conduct Site Surveys Resource requirements Establishing roles and responsibilities Negotiating with vendors for hardware, software and professional services Development of back-out plans Support planning

13 © 2006 Jupitermedia Corporation Successful Rollout Planning 13 Rollout Planning Gets into the details of the rollout Development of a detailed project plan / schedule List of all affected CIs and the plan for installation or removal of each Development of a detailed action plan by site taking into consideration potential differences at each. Stakeholder communication plan Acquisition of required hardware and software Schedule related meetings

14 © 2006 Jupitermedia Corporation Successful Rollout Planning 14 Back-out Planning Releases can and will fail Change Management determines how to back out (rollback) each change Release Management ensures that the individual back out plans will operate together in order to back out the release Two approaches –Complete roll back to the previous state –Partial rollback when a complete rollback is not practical Back out plans must be reviewed and, when possible, tested

15 © 2006 Jupitermedia Corporation Successful Rollout Planning 15 Rollout Checklist - 1 Appendix 9A of the ITIL Service Support volume has a thorough list. The following are example questions and each organization needs to develop their own checklist based on their needs: Is there sufficient budget to support the release? Have the necessary request for quotes been processed and authorized? Have training requirements been reviewed for end users, support staff, release management and operations? Has technical support for the rollout been established? Have software licensing issues been addressed including obtaining license keys, establishing online validation measures, passwords, dongles, and so on?

16 © 2006 Jupitermedia Corporation Successful Rollout Planning 16 Rollout Checklist - 2 Have capacity requirements been addressed? (processing, storage, network, etc.) Has operations performed, or are they scheduled to perform, their acceptance testing? What are the success criteria for implementation? Are any conflicting changes planned? What is the back-out plan? Has it been reviewed and tested? Has the Business Continuity Plan (BCP) been updated? Has the relevant documentation been created or updated?

17 © 2006 Jupitermedia Corporation Successful Rollout Planning 17 The Goal To introduce changes into the production environment To manage risks to a level that is acceptance to management To balance risks and costs

18 © 2006 Jupitermedia Corporation Successful Rollout Planning 18 Process References For a definitive reference, see ITIL’s Service Support Volume http://www.ogc.gov.uk/index.asp?id=2261 http://www.ogc.gov.uk/index.asp?id=2261 Microsoft’s Operations Framework – Service Management Functions http://www.microsoft.com/technet/itsolutions/cits/mo/smf http://www.microsoft.com/technet/itsolutions/cits/mo/smf British Educational Communications and Technology Agency (BECTA) http://www.becta.org.uk/tsas http://www.becta.org.uk/tsas IT Process Institute’s Visible Ops Methodology http://www.itpi.org http://www.itpi.org

19 © 2006 Jupitermedia Corporation Webcast TitleSuccessful Rollout Planning 19 Thank you! George Spafford george@spaffordconsulting.com http://www.spaffordconsulting.com Daily News Archive http://www.spaffordconsulting.com/dailynews.html http://www.spaffordconsulting.com/dailynews.html

20 © 2006 Jupitermedia Corporation Successful Rollout Planning 20 Questions?

21 © 2006 Jupitermedia Corporation Successful Rollout Planning 21 Thank you for attending If you have any further questions, e-mail webcasts@jupitermedia.com


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