1. Configuration Management Copyright, 2002 © Jerzy R. Nawrocki Jerzy.Nawrocki@put.poznan.pl www.cs.put.poznan.pl/jnawrocki/mse/quality/ Quality Management Auxiliary Material Quality Management Auxiliary Material

2. J. Nawrocki, Configuration Manag. IntroductionIntroduction CMM Requirements management Software project planning Software project tracking and oversight Software subcontract management Software quality assurance Software configuration management CMM Level 2 - Repeatable

3. J. Nawrocki, Configuration Manag. IntroductionIntroduction A way of dealing with changes Soft. Configuration Management? Couldn’t you remove the second floor?

4. J. Nawrocki, Configuration Manag. IntroductionIntroduction Configuration item = “An aggregation of hardware, software, or both that is designated for configuration management and treated as a single entity in the configuration management process.” [CMM, IEEE Std 610] Configuration item [CMM ] How about SRS?

5. J. Nawrocki, Configuration Manag. IntroductionIntroduction SCI = “Information that is created as part of the software engineering process.” [R.Pressman] Types of SCIs: computer programs (source code or exec) documents (also manuals) data (e.g. test cases) Soft. Configuration Item (SCI) if (a > b) a-= b;  18 27

6. J. Nawrocki, Configuration Manag. IntroductionIntroduction Name (character string) Description (SCI type, project identifier, version information, change information) Resources required by the SCI (e.g. global variables required to compile the module) Realisation (e.g. a link to a text file) SCI identification if (a < b) a+= b; What’s this?

7. J. Nawrocki, Configuration Manag. IntroductionIntroduction Basic Aggregate (composed of basic or aggregate SCIs) SCI can be....bat.pas Test bed.in.out Batch file Input Expected output Test suite: an aggr. SCI

8. J. Nawrocki, Configuration Manag. IntroductionIntroduction A specification or product that has been formally reviewed and agreed upon, that thereafter serves as the basis for further development, and that can be changed only through formal change control procedures. Baseline [IEEE 610-1990] SpecificationDesignCodeTest cases

9. J. Nawrocki, Configuration Manag. Base- line IntroductionIntroduction Baseline or SCI? Engineering Change it! Change control SCI FTR SCI Baseline library Baseline

10. J. Nawrocki, Configuration Manag. AbilitiesAbilities Ab1. A Software Configuration Control Board (SCCB) having the authority for managing the project software baselines exists. Ab2. A Software Configuration Management Group (SCMG) responsible for co-ordination and implementation of SCM for the project exists.

11. J. Nawrocki, Configuration Manag. Soft. Configuration Control Board AbilitiesAbilities Authorise: to give official or legal permission for something. Establish: to start a company, organisation, system, situation etc that is intended to exists or continue for a long time.  Longman Dictionary

12. J. Nawrocki, Configuration Manag. Soft. Configuration Control Board SCCB AbilitiesAbilities Authorises: the establishment of software baselines, the identification of configuration items, the creation of products from the baseline library. Represents the interests of the project manager and all groups affected by changes to baselines. Reviews and authorises changes.

13. J. Nawrocki, Configuration Manag. SCCBs at PUT SCCB AbilitiesAbilities In-SCCB (for changing internal commitments): Quality Assurance Group (5th year) Project Managers (4th year) Ex-SCCB (for changing external commitments: In-SCCB members Customer representative Project area manager (Bartek or Adam)

14. J. Nawrocki, Configuration Manag. Soft. Configuration Management Group AbilitiesAbilities Creation and management the baseline library. Development, maintenance and distribution of the SCM plans, standards and procedures. Identification of work products to be placed under SCM. Management of access to the baseline library. SCMG co-ordinates or implements: SCMG

15. J. Nawrocki, Configuration Manag. Soft. Configuration Management Group AbilitiesAbilities Updates of the baselines. Creation of products from the baseline library. Recording of SCM actions. Production and distribution of SCM reports. SCMG co-ordinates or implements: SCMG

16. J. Nawrocki, Configuration Manag. Soft. Configuration Management Group SCMGAbilitiesAbilities SCMG at PUT: one of 4 th -year students, called S.C. Manager

17. J. Nawrocki, Configuration Manag. AbilitiesAbilities Ab3. Adequate resources and funding are provided. Ab4-5. Software engineers and members of the SCM group are trained to perform their activities. Is it enough?

18. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac1. A SCM plan is prepared for each project according to a documented procedure. I’m afraid, I need a documented procedure!

19. J. Nawrocki, Configuration Manag. ActivitiesActivities The SCM plan is authored by S.C. Manager. The SCM plan should be baselined, i.e. it should be placed under SCM. The SCM plan is reviewed by all the team members i.e. Quality Assurance Group (5th year), Project Managers (4th year), and Developers (3rd year). SCM Planning Procedure (I)

20. J. Nawrocki, Configuration Manag. ActivitiesActivities The SCM plan is approved by the Project Area Manager (Bartek or Adam). The SCM plan is available through the project’s web page along with all the previous versions of it. That web page is maintained by the S.C. Manager and is referenced in the Initial Project Description (IPD). SCM Planning Procedure (II)

21. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac2. A documented and approved SCM plan is used as the basis for performing the SCM activities Lather Rinse Repeat Hair Management Plan

22. J. Nawrocki, Configuration Manag. ActivitiesActivities Products to be placed under SCM Change management procedure (Ac. 5-6) Creating a product from the baseline library Recording the status of configuration items Reporting SCM activities Software baseline audits SCM Plan Items

23. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac3. A configuration management library system is established as a repository for the software baselines (Baseline Library System). Baseline library Baseline

24. J. Nawrocki, Configuration Manag. ActivitiesActivities Storage and retrieval of SCIs. Sharing and transfer of SCIs within the project team. Helps in the use of product standards for SCIs. Storage and recovery of archive versions of SCIs. Baseline Library System (I) Baseline library Baseline

25. J. Nawrocki, Configuration Manag. ActivitiesActivities Helps to ensure correct creation of products from the baseline library. Storage, update, and retrieval of SCM records. Supports production of SCM reports. Maintenance of the library structure and contents Baseline Library System (II) Baseline library Baseline

26. J. Nawrocki, Configuration Manag. ActivitiesActivities BLS at PUT: HTML pages + (CVS [CVS], Source Safe or ClearCase) Baseline Library System (III) Baseline library Baseline

27. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac4. The work products to be placed under configuration management (baselined SCIs) are identified. SpecificationDesignCodeTest cases

28. J. Nawrocki, Configuration Manag. ActivitiesActivities At minimum: IPD SRS Design Code Test cases and test beds Baselined SCIs at PUT SpecificationDesignCodeTest cases

29. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac5. Change requests & problem reports for all SCIs are initiated, recorded, reviewed, approved, and tracked according to a documented procedure. Remove 2nd floor!

30. J. Nawrocki, Configuration Manag. ActivitiesActivities Change control at PUT Change request Err User S.C. Manager Change request Developer Change report SCCB Deci- sion

31. J. Nawrocki, Configuration Manag. ActivitiesActivities Change control at PUT Change request Err UserS.C. Manager Change request Developer Change report SCCB Deci- sion Change order P. Manager

32. J. Nawrocki, Configuration Manag. ActivitiesActivities Change request Change request number:............................ Sender:......................................................... Sender’s e-mail:........................................... Date:.............................................................. Urgency:................. Importance:.............. Description:........................................................................................................................ Evaluator:..................................................... Evaluate by:........... Type (in/external).......

33. J. Nawrocki, Configuration Manag. ActivitiesActivities Change report Change request number:.......................... Evaluator:................................................... Evaluator’s e-mail:..................................... Date:............................................................ Urgency:................ Importance:.............. Is the change justifiable?.......................... Main risk factors:....................................... Possible implementor:.............................. Change implement. effort (expect):......... Change evaluation effort (actual):............

34. J. Nawrocki, Configuration Manag. Baseline ActivitiesActivities Ac6. Changes to baselines are controlled according to a documented procedure.

35. J. Nawrocki, Configuration Manag. Check-in ActivitiesActivities Changing executable baselines at PUT Developer Change order Baseline library Baseline SCI Regression tester Test report SCCB/FTR SCI S.C. Manager Baseline Check-out

36. J. Nawrocki, Configuration Manag. Check-in ActivitiesActivities Changing non-executable baselines Developer Change order Baseline library Baseline SCI SCCB/FTR S.C. Manager Baseline Check-out

37. J. Nawrocki, Configuration Manag. ActivitiesActivities Software product = The complete set, or any of the individual items of the set, of computer programs, procedures, and associated documentation and data designated for delivery to a customer or end user. [IEEE-STD-610]  Glossary Software work product = Any artefact created as part of defining, maintaining or using a software process. They (..) may or may not be intended for a delivery to a customer or end user.

38. J. Nawrocki, Configuration Manag. Product ActivitiesActivities Ac7. Products from the software baseline library are created and their release is controlled according to a documented procedure. The SCCB authorises creation of products from the baseline lib. Products are build only from baselines.

39. J. Nawrocki, Configuration Manag. ActivitiesActivities Creating a product at PUT S.C. Manager Baseline library Baseline Product Integration tester Test report Ex-SCCB/FTR Product Customer/End user

40. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac8. The status of SCIs is recorded according to a documented procedure The CM actions are recorded so that the content and status of each SCI are known and previous versions can be recovered. The current status & history of each SCI are maintained S.C. Manager

41. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac9. Standard reports documenting the SCM activities and the contents of the software baseline [library - JN] are developed and made available to affected groups and individuals. S.C. Manager

42. J. Nawrocki, Configuration Manag. ActivitiesActivities Ac10. Software baseline audits are conducted according to a documented procedure. Baseline

43. J. Nawrocki, Configuration Manag. ActivitiesActivities Audit = An independent examination of a work product or set of work products to assess compliance with specifications, standards, contractual agreements, or other criteria. [IEEE-STD-610]  Glossary

44. J. Nawrocki, Configuration Manag. ActivitiesActivities There is adequate preparation for the audit. The integrity of software baselines is assessed. The structure and facilities of the configuration management library system are reviewed. The completeness and correctness of the software baseline library contents are verified. Audit procedure for baselines (I)

45. J. Nawrocki, Configuration Manag. ActivitiesActivities Compliance with applicable SCM standards and procedures is verified. The results of the audit are reported to the project software manager. Action items from the audit are tracked to closure. Audit procedure for baselines (II)

46. J. Nawrocki, Configuration Manag. ActivitiesActivities 1. Has the change specified in the change order been made? Have any additional modifications been incorporated? 2. Has a FTR been conducted to assess technical correctness? 3. Have software engineering standards been properly followed? Audit questions [Pressman]

47. J. Nawrocki, Configuration Manag. ActivitiesActivities 4. Has the change been “highlighted” in the SCI? Have the change date and change author been specified? Do the attributes of the configuration object reflect the change? 5. Have SCM procedures for noting the change, recording it, and reporting it been followed? 6. Have all related SCIs been properly updated? Audit questions [Pressman]

48. J. Nawrocki, Configuration Manag. SummarySummary A baseline is a kind of SCI. Baselines can be identified and accessible through their web pages. A SCCB at PUT consists of QAs and Project Managers. A SCMG at PUT consists of one person called S.C. Manager. SCM Planning procedure

49. J. Nawrocki, Configuration Manag. SummarySummary Procedure for controlling changes to executable and non-executable baselines. Procedure for creating a product. Audit procedure for baselines.

50. J. Nawrocki, Configuration Manag. Further readings [CMM] M.C. Paulk et. al.,The Capability Maturity Model: Guidelines for Improving the Software Process, Addison-Wesley, Reading, 1994. [Pressman] R. Pressman, Software Engineering. A practitioner’s Approach, McGraw Hill, New York, 1997. [CVS] http://www.loria.fr/~molli/cvs/doc/ cvs_toc.html 

51. J. Nawrocki, Configuration Manag. Quality assessment 1. What is your general impression? (1 - 6) 2. Was it too slow or too fast? 3. What important did you learn during the lecture? 4. What to improve and how?