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08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved1 Configuration Management for Embedded Systems Software and the Hard Stuff Patrick Wegerson.

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Presentation on theme: "08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved1 Configuration Management for Embedded Systems Software and the Hard Stuff Patrick Wegerson."— Presentation transcript:

1 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved1 Configuration Management for Embedded Systems Software and the Hard Stuff Patrick Wegerson Bloomington, Minnesota USA

2 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved2 Presentation Objectives To Compare Software and Hardware Configuration Management (CM) To Describe the Challenges of Systems (not just Software) CM To Describe Best Practices of Embedded Systems CM To Answer Your Questions To Enjoy the Presentation!

3 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved3 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

4 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved4 Introduction Who: Your Presenter What: Effectively integrating Hardware CM with Software CM to create System CM Why: Embedded Systems development works better when supported by System CM Where and When: Here and Now!

5 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved5 Traditional CM versus Integration Software Configuration Hardware Configuration Integration – Systems Configuration Lifecycle Time

6 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved6 Preferred CM versus Integration Software Configuration Hardware Configuration Integration – Systems Configuration Lifecycle Time Schedule Savings Cost Savings

7 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved7 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

8 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved8 Hardware Configuration Management Developed from military and aerospace systems experience Nearly 50 years of experience (as a defined support process) Numerous supporting tools available Standardized practices across differing industries Only sometimes integrated with hardware development tools

9 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved9 Hardware CM Processes Well established and consistent Hardware CM processes, such as Design Release to Production Hardware Baselines Engineering Change Proposal (ECP) Hardware CM processes coupled to Hardware release tools (i.e. ERP, MRP) External interface requirements, such as suppliers or manufacturer

10 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved10 Software Configuration Management Based on Hardware CM principles Nearly 30 years of experience (as an explicit knowledge area) Numerous support tools available More variety of processes than Hardware CM Usually integrated with software development tools

11 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved11 Software CM Processes Practices have evolved over time, though principles remain constant: Identification, Control, Status Accounting, Audit (Verification) Planning added with ISO Software CM processes coupled to Full Lifecycle development tools Internal interface requirements, such as traceability and flexibility Problem Reports & Configuration Control Boards (CCBs) early in lifecycle

12 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved12 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

13 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved13 Systems CM Overview Begin with the end in mind Fully integrated embedded system Efficient use of resources, cost and schedule Effective product development processes Project management is equivalent across hardware and software CM complements project management Project management drives to results CM accurately records what resulted

14 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved14 Systems CM Challenges Why are Hardware CM and Software CM treated so differently? Are there major differences between Hardware CM and Software CM? How are Hardware CM and Software CM similar? How can Hardware CM and Software CM be better aligned and integrated?

15 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved15 Systems CM Planning Plan CM Work, Work the CM Plan Plan for integrated CM through Processes selected or defined Tools selected and used One comprehensive (Systems) CM Plan Hierarchy of Configuration Control Boards (SE/SW/HW) Best if supported by organizational CM processes and tools Iterative (on-going) CM planning Resources need to be assigned

16 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved16 Systems CM Identification Baselines include software and hardware configuration items (CI) Software CI and Hardware CI use consistent identification scheme Same CM Identification language regardless of hardware or software Includes identifying components, baselines, versions, etc. Reduces defects / simplifies auditing

17 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved17 Systems Architecture Hierarchy Systems CI Software CI Component S1 Software CI Component S2 Mechanical (Hardware) CI Mechanical CI Component M1 Mechanical CI Component M2 Electronic (Hardware) CI Electronic CI Component E1 Electronic CI Component E2 Firmware CI Component F1

18 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved18 Systems Object Hierarchy (OO-CM) Systems CI S-Module CI CI Component S1 CI Component S2 M-Module CI CI Component M1 CI Component M2 E-Module CI CI Component E1 CI Component E2 CI Component F1

19 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved19 Systems CM Control Use same tools for tracking hardware or software change proposals Change impact must consider effects on both hardware and software CI Hierarchy of Configuration Control Boards (CCBs or ISO dispositioning authority)

20 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved20 Systems CM Status Accounting Best generated from an automated configuration information system Should tailor CM status reports to a specific audience, such as hardware Essential for current traceability of the complete system Data retention, security, recovery are critical product configuration data

21 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved21 Systems CM Audit (Verification) Should involve Quality Assurance for more objective evaluation Should use auditors that understand hardware, software, and systems Best done at formal baselines, especially early in lifecycle Dont discount this activity; CM defects can invalidate product tests!

22 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved22 Traditional CCB Structure Product Configuration Control Board (CCB) or Software Configuration Control Board (SCCB) Hardware Configuration Control Board (HCCB)

23 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved23 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

24 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved24 Systems CM Best Practices -1 Multi-level Configuration Control Boards (CCBs) Systems CCB is top-level Sub-levels are Software CCB and Hardware CCB Architecture and Communication are critical for success Empower CM staff as CM Engineers

25 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved25 Preferred CCB Structure System Configuration Control Board (CCB) Software CCB Firmware CCB Hardware CCB

26 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved26 Systems CM Best Practices - 2 Integrated or Same CM Tools for Software and Hardware Can baseline software and hardware components with similar / same tool Better full-lifecycle configuration management and support All CM activities use centralized data Fewer (CM) tools to maintain

27 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved27 Systems CM Best Practices -3 Equivalent Software CM and Hardware CM Processes Capability Maturity Model ® Integration for Development, Ver. 1.2 Key standards dont differentiate Software CM from Hardware CM ISO 9001, ISO 10007, EIA-649-A (USA Std.) Improves cross-functional (software – hardware) communication

28 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved28 Systems CM Best Practices -4 System Configuration Matrices Document compatible hardware and software versions Proactively plan supported product configurations Good summary of Status Accounting and useful for Auditing / Verification

29 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved29 Configuration Matrix Example Hardware Software X 1.1X 1.2XX 2.0XX 2.1XXX 3.0XXX 3.1XXX

30 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved30 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

31 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved31 Summary Software CM is not fundamentally different than Hardware CM Minimize Software CM and Hardware CM process and tool differences Align and integrate Software CM and Hardware CM into Systems CM to achieve real business benefit Treat CM as a vital foundation for world-class software and systems

32 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved32 Agenda Introduction Compare Software CM to Hardware CM Systems CM Overview Systems CM Best Practices Summary References

33 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved33 Presentation References ISO 10007:2003(E) Quality Management Systems – Guidelines for Configuration Management ANSI/EIA-649-A 2004 National Consensus Standard for Configuration Management Bersoff, Edward et. al., Software Configuration Management – An Investment in Product Integrity, Prentice-Hall, 1980, ISBN CMMI for Development, Version 1.2 (CMU/SEI TR-008, ESC-TR ). Pittsburgh, PA: Software Engineering Institute, Carnegie Mellon University, August 2006

34 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved34 Take-Away References CM Crossroads: Institute of Configuration Management: Data & Analysis Center for Software (DACS): https://www.thedacs.com/databases/url/key.php?keycode=2 920 https://www.thedacs.com/databases/url/key.php?keycode=2 920 Quality Resources On-Line CM Resource Guide: Software Engineering Institute – Capability Maturity Model ® Integration (CMMI ® ) for Development Ver

35 08 Nov 2007Copyright 2007 Patrick Wegerson - All Rights Reserved35 Presenter Vitae Patrick Wegerson Bloomington, Minnesota USA Phone:


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