Change and Release Management

Transcription

1 IBM Software Group Change and Release Management IBM Software Development Platform 2006 IBM Corporation

2 Agenda Business value of Change and Release Management solutions Challenges-solutions in Change and Release Management Capabilities of Rational Change Management tools Tea Break Capabilities of Rational Build and Release Management tools Closing, Q&A and Thanks 2

3 Defining Change and Release Management The control and adaptation of the evolution of complex systems. It is the discipline of keeping evolving software products under control, and thus contributes to satisfying quality and delay constraints. Software Configuration Management (or SCM) can be divided into two areas. The first (and older) area of SCM concerns the storage of the entities produced during the software development project, sometimes referred to as component repository Management. The second area concerns the activities performed for the production and/or Change of these entities; the term engineering support is also often used to refer to this second area. 3

4 Quality Change and Release Management Improves responsiveness and agility AGILITY Market Change Compliance Change Supply Change Labor Change Business value: Cope with changing business needs and pressures 4

5 Improves Management of distributed development Code Requirements Build Build Design Deploy Business value: Collaboration and reuse reduces cost 5

6 Makes compliance easier Business Development Testing Operations These business Where these This Requirements Submitted in this Proposal Evaluated against these common Criteria Estimated at this ROI Obtaining this Impacting this Application Implemented with this Release Requiring these Which deploye d these Changes To this Source Code Tests Test Results Build Artifacts Produced these Associated with these Deployment Artifacts Executable on this System In this Environment Obtained this Approval Demonstrate line-of-site over regulatory mandates Help enforce a secure and audit-ready development environment Establish end to end life cycle traceability Approval Built using these Assigned to these Build Scripts Resources Business value: Reduce risk of Failing Audits 6

7 Get better visibility into projects Instant Insight into Projects Test Change Defects Single project view Global test project coordination Configurable, enforceable processes Business value: better control and predictability 7

8 Protect software assets and records from external threats and disaster Secure repositories User authentication support for LDAP Multiple recovery solutions Business value: Less downtime, greater productivity 8

9 Agenda Business value of Change and Release Management solutions Challenges-solutions in Change and Release Management Capabilities of Rational Change Management tools Tea Break Capabilities of Rational Release Management tools Product Demonstration Closing, Q&A and Thanks 9

10 Solutions must add value across all levels of business IT Manager Managing Change effectively speeds the development lifecycle Metrics ensure efficient resource allocation Integrations streamline cross-functional team communication Project Manager Instant project status updates pinpoint problem areas quickly Effective bug triage meetings improve quality Automated workflow keeps the team in synch Practitioner Easy submission and modification of Change requests saves me time Personal metrics tell me what I should work on first Automation of tedious tasks saves me time 10

11 Challenge #1 Sluggish response to business Change Slow response to changing requirements causing diminished development investment returns Poor metrics and reporting capabilities causing inefficient workload distribution Use of non-value-added processes Disjointed development and deployment efforts resulting in extra cycles and slowed delivery 11

12 Solution #1 Improving responsiveness and agility Allow your developers to work independently but still coordinate their work as a team Get better visibility into your projects status and deliverable s states Have developers automatically merge their Changes into multiple projects running simultaneously Know precisely which Change requests and/or defect fixes were incorporated into each build Easily track Change requests to requirements to test results to build and Release artifacts 12

13 Challenge # 2 Poor individual and team effectiveness Deployment Manager Tester Architect Developer Slow and lacking communication Lack of reused components Manual processes Work environments hinder productivity Limited of collaboration Systems Analyst Business Analyst 13

14 Solution #2 Improving individual and team effectiveness Multiple perspectives of common data, optimized for each role Remote access and Web clients Better project communication, collaboration, coordination with: a central repository for all development and build assets built in automation with ability to add custom script Automate and control the software life cycle Parallel development Support for most commonly used IDE s Developer Business Analyst Architect Systems Analyst Tester Deployment Manager Business Process Use Case Application Design Component Deployment 14

15 Challenge #3 Inability to properly manage enterprise wide distributed resources Scattered Local and Remote Resources Right Sourcing of assets Reproduction Gaps in communication Time lost in progress 15

16 Solution # 3 Streamlined Management of distributed resources Centralized Control Reuse Central point of contact and communication Speed to delivery Reduce costs 16

17 Challenge #4 Compliance Regulations and standards Government agencies need to comply with OMB A-123 (equivalent SoX 404 in the Commercial Sector) and (FISMA) Federal Information Security Management Act. Healthcare compliance issues include FDA 21 CFR Part 11, HIPPA (Health Insurance Accountability and Portability Act), and Sarbanes Oxley. Standards such as CMMI are widely adopted by public sector customers to facilitate process improvement and compliance efforts. 17

18 Solution #4 continued Management required Change approvals Automatic Change Logging Metadata accompanied Change request that assists in determining impact analysis Document all Changes introduced into the environment from inception to delivery Encrypted password security Audit trails Electronic signatures 18

19 Challenge #5 Poor visibility into project s progress and status As project size and complexity grows the ability to manage and focus development efforts and resources becomes more and more challenging. Assessment of time to delivery and progress can become obsolete in the time it takes to compile this information. 19

20 Solution #5 Real-time project status Queries & Charts Easily create and modify with Wizards Charts: Aging, Trend, Distribution Reports Crystal Reports-based run-time engine Export to many common formats (Excel, Word, HTML) notification rules Automatic notification of events and state Changes Configurable through GUI interface Out of the box Release 20

21 Challenge #6: Complex development, test, build and deployment architectures Difficulty tracking testing status of multiple builds No shared processes, artifacts or controls Over the wall communication Minimal reuse Labor intensive Error prone handoffs Develop Build Deploy Implement Build & Stage Provision & Validate Server(s) Development Assets Build Assets Deployment Assets Test Test Test Production Environment 21

22 Solution #6: Automated build Management Automated build Management Detailed record of build content Support for continuous builds Build records for tracking and reporting Automated build Management Develop Build Deploy Implement & Iterate Build & Stage Provision & Validate Server(s) Rational ClearQuest Development Assets Build Assets Rational BuildForge Rational ClearCcase Deployment Assets Production Environment 22

23 Agenda Business value of Change and Release Management solutions Challenges-solutions in Change and Release Management Capabilities of Rational Change Management tools Tea Break Capabilities of Rational Release Management tools Product Demonstration Closing, Q&A and Thanks 23

24 IBM Rational ClearQuest-- Single Project View Single solution to manage tests, defects and project Change Benefits: Consolidated, real-time view of the entire project status Traceable, auditable relationships between development, test and project artifacts Manages test planning, test results, quality metrics, and defects Central repository with integrated version control Comprehensive quality metrics in project dashboards and reports IBM Rational ClearQuest 24

25 IBM Rational ClearQuest Maintenance Tool Easy to use wizards for creating database connections Allows connections to multiple databases Supports popular database vendors DB2 Oracle Microsoft SQL Server Microsoft Access IBM Rational ClearQuest 25

26 Rational ClearQuest provides better visibility into enterprise wide Management with a Single project view abilities Resource allocation Are Change requests distributed evenly across the team? Who is available to take on a mission-critical bug fix? Project status How many Priority 1 defects are still outstanding? Trends How long is it taking to fix the average bug? How long is taking to implement enhancement requests? Testing How many defects are in the verifying state? IBM Rational ClearQuest 26

27 IBM Rational ClearQuest Eclipse Client IBM Rational ClearQuest 27

28 IBM Rational ClearQuest Web Client IBM Rational ClearQuest 28

29 Improving individual and team effectiveness To-do list What Change requests have been assigned to me? What should I work on first IBM Rational ClearQuest 29

30 Communicate real-time project status Queries & Charts Easily create and modify with Wizards Charts: Aging, Trend, Distribution Reports Crystal Reports-based run-time engine Export to many common formats (Excel, Word, HTML) notification rules Automatic notification of events and state changes Configurable through GUI interface No programming required! 30

31 IBM Rational ClearQuest out of the box schemas Blank Used to create a schema from scratch Common Basic field structure common to all other pre-defined schemas DefectTracking Standard out of the box defect tracking solution Unified Change Management Supports UCM-enabled projects, allowing true Activity-based development IBM Rational ClearQuest 31

32 IBM Rational ClearQuest Designer Add fields and modify behaviors Create new fields of any type Integer, date/time, short string, multi-line string, attachment list, reference, reference list Easily set a field s behavior IBM Rational ClearQuest 32

33 IBM Rational ClearQuest Designer Modify forms Built-in visual form editor IBM Rational ClearQuest 33

34 IBM Rational ClearQuest Designer Configurable state transition matrix A state machine controls the flow of records through your system IBM Rational ClearQuest 34

35 IBM Rational ClearQuest pre-defined packages A variety of functional building blocks are included with IBM Rational ClearQuest in the form of Packages Provide an easy way to enhance your schema No programming required! Upgradeable functionality with new Releases Packages include capabilities such as: notification tool integrations attachment lists pre-defined record types Customer EnhancementRequest etc. and many more IBM Rational ClearQuest 35

36 Security and Compliance made easier Decide what records and states require Electronic Signature Tracking ClearCase and ClearQuest secured entry with LDAP authentication Secure Repository for managed assets 36

37 ClearQuest Electronic Signatures New Tab Required Field when a Change is made 37

38 ClearQuest Field Change logging New Tab Entry for each action. 38

39 IBM Rational ClearQuest Integrations: Rational Testing tools Rational ClearCase Rational Build Forge Rational RequisitePro IBM Tivoli Provisioning Manager Rational Portfolio Manager Eclipse TPTP testing tools Microsoft MS Project DOORS IBM Rational ClearQuest 39

40 Activity-Based Change Management Unified Change Management (UCM) Activities Activities carried out to plan and track project status Activity Activity Activity Assets Assets generated and modified throughout the development lifecycle 40

41 Activity-Based Change Management Ensure predictable results Simplifies key SCM functions and workflows Easy to adopt Optimized for team productivity Based on hundreds of successful CM implementations Unified Change Management Manage Activities To Do Lists Automated Workflow Manage Assets Versioning: code, models, XML, HTML Parallel development Manages Highlevel Objects Components Streams Baselines Activities IBM Rational ClearCase and IBM Rational ClearQuest 41

42 Unified change management UCM Activities automatically manage Change Sets Activities in IBM Rational ClearQuest track IBM Rational ClearCase assets Developers, Integrators, Testers work with Activities, not low-level assets ClearQuest Manages activities To Do Lists Workflow ClearCase Manages assets Versioning: code, models, XML, HTML Parallel development ClearQuest: Organized Activities Request Priority Owner Special Promo 1 Terry Bug Sandy Add GUI button 2 Kim Change Set Special Promo a. html V5 b. xml V3 c. jpg V8 42

43 Unified change management: Raising the level of abstraction Projects A collection of related work with enforced polices and a built-in integration area Activities All changes have associated activity Automatically collect change set GUI Feature New Promo Defect 3452 B C BL1 Components Group related artifacts that make up subsystems Baselined together as a unit Streams Define consistent configurations of versions Provide the balance of isolation and sharing Baselines Represent versions of entire components Support configurable promotion levels 43

44 Unified change management: Workflow Organized Activities Request Priority Owner Project Bug 98 1 Sam WebRelay New GUI Button Bug Sandy WebRelay Project Manager Bug 527 Add GUI button 1 Kim WebRelay Release To Do List Production Work On Rebase Acceptance Promote Baseline Developers Baseline System Deliver Make Baseline Integrator 44

45 Before: Incomplete traceability, cumbersome linkages RP Business Development Testing Operations These business Requirements Submitted in this Proposal Evaluated against these common Criteria Estimated at this ROI Obtaining this Approval Assigned to these Resources RPM Impacting this Application Implemented with this Release Requiring these Changes To this Source Code Built using these Build Scripts CC/CQ Where these Tests Test Results Which deployed these Build Artifacts Produced these TM Associated with these Deployment Artifacts This Executable on this System In this Environment Obtained this Approval TCM Inability to link development & deployment Inability to answer: What functionality is available where? Who signed off on release? Test results? Is the same executable deployed across all locations? 45

46 After: Clear line-of-sight across development and deployment Business Development Testing Operations These business Requirements Submitted in this Proposal Evaluated against these common Impacting this Application Implemented with this Release Where these Tests Produced these Test Results This Executable on this System In this Criteria Estimated at this ROI Obtaining this Approval Assigned to these Resources RPM Requiring these Changes To this Source Code Built using these Build Scripts CC/CQ Which deployed these Build Artifacts Associated with these Deployment Artifacts Environment Obtained this Approval Clear line-of-sight across requirements, change requests, source code, build artifacts, test artifacts Linkage across the development and deployment environment Simplified audit reporting TCM 46

47 Managing the Build and Deployment Process Developer Build Engineer Deployer Tester Project Manager E-SIG Implement Build & Stage Provision & Validate Server(s) Function Test Approve In Production Performance Test Source Build Artifacts Defects Production 47

48 Managing and Automating the Process Ad hoc build and stage procedures Manual steps or brittle scripts Developer Rational Application Developer Build Engineer Hero dependent Deployer Tivoli Provisioning Manager IBM Rational ClearCase IBM Rational ClearQuest IBM Rational ClearCase Build Records Deployment Records Source Build & Deployment Records & Process Build Results Deployment Unit 48

49 Managing and Automating the Process Developer Rational Application Developer Build Engineer IBM Rational Build Forge Deployer Tivoli Provisioning Manager IBM Rational ClearCase IBM Rational ClearQuest IBM Rational ClearCase Build Records Deployment Records Source Build & Deployment Records & Process Build Results Deployment Unit 49

50 From Workgroup to Enterprise Upgrade Add-on IBM Rational ClearCase IBM Rational ClearQuest IBM Rational ClearCase MultiSite IBM Rational ClearQuest MultiSite Distributed Team Development IBM Rational ClearCase LT IBM Rational ClearQuest Dynamic Views Advanced Build Management with Rational BuildForge Snapshot Views UCM Process Activity-Based Change Management Single Server Distributed Servers Replicated Servers Individual Workgroups Medium-Large Teams Remote Teams 50

51 IBM Rational CCM: Standard for banking 4 of the top 6 Banks Bank of America J.P Morgan Chase Wells Fargo FleetBoston Financial All use IBM Rational s SCM Solution 51

52 IBM Rational CCM: Standard for financial services 9 of the top 11 Financial Services Companies Citigroup Fannie Mae Morgan Stanley Dean Witter Merrill Lynch American Express Household International Bear Stearns Capital One Financial Charles Schwab All use IBM Rational s SCM Solution 52

53 IBM Rational CCM: Standard for electronics The top 6 Electronics Manufacturers Motorola Hughes Electronics Avaya L-3 Communications Harris Andrew All use IBM Rational s SCM Solution 53

54 IBM Rational Solution: Solution for Mission Critical Projects Aetna 1,020 Alcatel 5,661 AT&T 1,096 Bay Networks 944 Boeing 544 Charles Schwab 255 Cisco Systems 3,184 Citicorp 410 Commerce One 730 CSC 1,427 EDS 704 Ericsson 24,084 Ford Motor 669 Fujitsu 763 General Electric 1,634 Hewlett Packard 7,305 Honeywell 569 I2 Technologies 1,200 IBM 1,533 KLA-Tencor 1,560 Lockheed 1,348 Lucent 5,036 Marconi Intl 1,297 Motorola 10,110 Merrill Lynch 2,118 Nokia 2,715 Nortel 5,645 Oracle 1,365 Parametric Technology 897 Philips 1,402 Raytheon 1,069 Siemens 6,578 Thomson 1,436 Wells Fargo 1,561 54

55 55