Deployment Roadmap for IBM Rational XDE Deployment Kit

Transcription

1 Deployment Roadmap for IBM Rational XDE Deployment Kit This Deployment Roadmap describes the core activities necessary to effectively deploy IBM Rational XDE in a team development environment. Begin by discussing your needs and objectives with your IBM account team. Together, you'll come up with a deployment plan that will shorten the "time-to-value" and get your team productive with XDE as soon as possible. As you explore this roadmap, you ll see that all of these core activities are packaged as modules that you can deliver yourself or with the assistance of your IBM technical representative. The Deployment Planning module helps you plan and schedule the activities for your deployment of Rational XDE. The results of deployment planning are captured in an Implementation Plan and, if desired, a Deployment Schedule. The Environment Set-Up module helps you work with your IT department to assess your computing infrastructure and configuration management (CM) environment with respect to the system requirements for Rational XDE. In this activity, you ll also be prompted to make decisions about your administration and end-user support practices. The results of this activity are captured in an Environment Specification document. The Usage Model Definition module helps you define the project architecture and the processes and procedures needed to work with the existing configuration management (CM) system. This information will be documented in your Usage Model document. The Installation and Configuration module helps you install XDE Developer on your end-users workstations according to the Environment Specification and configure your projects according to the Usage Model. The Rollout to End-Users module helps you facilitate training for end-users on Rational XDE basic operations, introduce them to your Usage Model and the actual Rational XDE projects they will be using in their daily work, and mentor them until they are comfortable and productive using the new processes. You ll also introduce users to Rational Developer Network (RDN) during this activity. Deployment Planning Environment Set-Up Usage Model Definition Installation and Configuration Rollout to End-Users Click on a module graphic for more details.

2 Deployment Planning Deployment Planning The person who takes responsibility for deployment planning assumes the role of deployment project manager. See section Descriptions on page 7 for more information about this role. To deliver this module, the deployment project manager needs basic project management skills. 1) As the deployment project manager, your first step is to clearly define your organization s needs and objectives for XDE. Gaining this common understanding of the results you want to achieve is essential not only to planning a successful deployment, but also to implementing effective collaborative practices for your team. 2) Discuss your desired results with your IBM account team so that together you can determine how XDE should be implemented to achieve those results. You ll also decide whether you would like assistance from your IBM technical representative on particular deployment activities and, if so, which ones. 3) Work with the appropriate parties to plan and schedule the work. 4) Have the tool specialist and software architect attend Rational XDE training. Deployment Planning Guidelines Contains guidance for planning the deployment, including a description of the skill set needed to perform each activity in the deployment, and helpful hints for planning. Implementation Plan Template A template for producing your implementation plan. Captures your current situation, desired results, assumptions, and a description of each deployment activity so that all stakeholders and team members share a common understanding of what you intend to do and why. Deployment Schedule Template For those of you who have Microsoft Project 2000, the deployment schedule template can be filled out with the names of people assigned to tasks, the dates the work will be performed. The average effort for completing deployment planning is ½ day for the deployment project manager. The tool specialist and software architect should assist with planning and should also attend training during this module, so they should each plan to spend about a day each on this activity. Customer Confidential Rational Software, 2003 Page 2

3 Environment Setup Environment Set-Up The person who typically takes responsibility for setting up the development environment is the tool specialist. See section Descriptions on page 7 for more information about this role. To deliver this module, the tool specialist needs a basic understanding of configuration management, and other collaborative development technologies. You will work closely with the IT department during this activity, so you can rely on the IT person for an in-depth knowledge of the computing infrastructure. You will also work with a configuration management (CM) administrator during this activity, so you can rely on that person for in-depth knowledge of the CM system. 1) Meet with a representative of the IT department who is knowledgeable of the tools, hardware, servers, databases, and networks at your company. Together, review the key system requirements for installation of XDE, and determine whether any system upgrades are needed. All IT related compatibility problems should be resolved before completion of this activity. 2) Decide on your administration and end-user support practices. 3) Capture your decisions in the Environment Specification template that is provided in this module. This template serves as a worksheet for you to document decisions about the environment, administration practices, and end-user support. Note: The decisions made in this step will be used in the installation step of the Installation and Configuration module. Environment Set-Up Guidelines Provides guidance on how to work with the IT department to assess the environment and how to fill in the Environment Specification. Environment Specification Template Captures decisions on the CM environment, client environment, administration practices, and end-user support. The average effort for completing this module is one day for the tool specialist; however, it might take more or less time for you, depending on your circumstances. Customer Confidential Rational Software, 2003 Page 3

4 Usage Model Definition Usage Model Definition The people who typically take responsibility for this activity are the software architect and the tool specialist. See section Descriptions on page 7 for more information about these roles. To deliver this module, the software architect needs to be familiar with project architecture and desired results. The tool specialist should understand configuration management issues and best practices. 1) The tool specialist works with the CM administrator to understand the CM policies and procedures in order to define the best way to set up XDE to work with the CM system. 2) The software architect defines the architectural considerations for implementing Rational XDE, including components, model structure, patterns, etc. 3) The tool specialist and software architect work together to prepare the Usage Model document. Usage Model Definition Guidelines Provides guidance for activities related to this module. Usage Model Template A template that you can use to create your Usage Model document. The average effort for completing this module is 3 days; however, it might take more or less time for your project, depending on your current situation and desired results. Customer Confidential Rational Software, 2003 Page 4

5 Installation and Configuration Installation and Configuration The people who typically take responsibility for installation and configuration are the tool specialist and software architect. See section Descriptions on page 7 for more information about these roles. To deliver this module, the tool specialist needs basic familiarity with installing Windows applications. To configure the Rational XDE project after installation, the software architect will need to know how to set up an XDE project. 1) Work with IT department, if need be, to install XDE according to the information captured in the Environment Specification. 2) Configure an XDE project according to the information captured in the Usage Model. Installation and Configuration Guidelines Provides guidance on how to install and configure Rational XDE. Client Installation Checklist (optional) A worksheet you can fill in to track and document the client installations. The average effort for completing this module is ½ day + 1 hr per end-user; however, it might take more or less time in your case, depending on your circumstances. Customer Confidential Rational Software, 2003 Page 5

6 Rollout to End-Users Rollout to End-Users Typically, the deployment project manager takes responsibility for the rollout activity, but the software architect and the tool specialist both assist. See section Descriptions on page 7 for more information about these roles. To deliver this module, the rollout team needs to understand, and be able to explain the usage model, the XDE project configuration, and the day-to-day operations of the developer s workspace. 1) The deployment project manager facilitates the delivery of end-user training. 2) The software architect introduces end-users to the usage model and to the XDE project that has been set up for them. Answer any questions they have, and try to gauge how much follow-on mentoring and support they might need. 3) The tool specialist provides mentoring and support to end-users as needed as they begin using the project in their daily work. The module consists of the following components: Rollout to End-Users Guidelines Provides guidance on the high-level steps outlined above. Also provides pointers to additional resources and usage help on RDN and elsewhere. Rational Developer Network Registration Instructions Describes the various resources available on the Rational Developer Network and explains how to register. XDE End-User Workshop Provides framework for a workshop to introduce end-users to the Usage Model and the Rational XDE projects that have been set up for them. Each end user is likely to spend between 8-10 hours to learn the tool to the point where they can use it effectively in their daily work. The effort you spend on this activity depends on how large your team is and how much support and mentoring they need. Customer Confidential Rational Software, 2003 Page 6

7 Descriptions The most effective deployments are those with a high degree of customer involvement. For optimum success, and to attain the highest level of self-sufficiency with Rational XDE in the shortest amount of time, strive to put together a deployment team consisting of the following roles: Skills Responsibilities Basic project management skills Deployment Project Manager Tool Specialist Software Architect IT System Administrator Rational Technical Representative Basic knowledge of Windows applications. Basic understanding of visual modeling and object-oriented development. In-depth knowledge of the development processes. Authority to make decisions regarding architecture and conventions. In-depth knowledge of the computing environment, system administration skills, ability to assist with installation and configuration activities. In-depth knowledge of Rational XDE products, experience deploying Rational XDE in a variety of customer environments, and knowledge of best practices in functional testing. Define the organization s needs and objectives for change management, and gain organizational commitment for implementing Rational XDE from management and end-users. Work with your IBM account team to plan the deployment and prepare the Implementation Plan. Schedule the activities and manage the deployment project throughout delivery. Work with IT system administrator to conduct the environment assessment, prepare the Environment Specification. Assist the software architect in defining Usage Model. Install and configure Rational XDE on client workstations. Mentor end-users during the rollout. Work with the tool specialist to define the usage model. Prepare the Usage Model document. Work with the tool specialist to assess the computing environment and determine whether system upgrades are needed to support the XDE environment. Work with the tool specialist to install and configure the software components, if need be. Assist with deployment planning Assist with deployment activities at the customer s request. Customer Confidential Rational Software, 2003 Page 7