Ratinal Asset Manager Versin 7.2 Deplyment planning guidelines By Bruce Besch, IBM Ratinal Asset Manager Cnsultant
Befre using this infrmatin and the prduct it supprts, read the infrmatin in the Ntices at the end f this dcument. This editin applies t versin 7.2 f Ratinal Asset Manager and t all subsequent releases and mdificatins until therwise indicated in new editins. Cpyright Internatinal Business Machines Crpratin 2010. US Gvernment Users Restricted Rights - Use, duplicatin r disclsure restricted by GSA ADP Schedule Cntract with IBM Crp.
Deplyment planning guidelines fr Ratinal Asset Manager Design the slutin...4 Deply the capabilities...4 Increments f deplyment...4 Deplyment activities...5 Deply the infrastructure...8 Mentr thers t deply the capabilities and infrastructure...8 Determine the criteria fr success...8 Cnfirm the technical requirements...9 List the assumptins, dependencies, and prerequisites...9 Describe the system...10 List the sftware requirements...11 Cmmunicate abut the slutin...12 Educatin...12 Dcumentatin...12 Cmmunicatin plan...13 Transitin plan...13 Ntices...14 Trademarks...15
Yu can use IBM Ratinal Asset Manager t reuse assets acrss an rganizatin. Fllw these guidelines t set up a new envirnment in which t deply Ratinal Asset Manager. The deplyment prcess can include the fllwing steps: Identifying yur business bjectives. Fr example, yu might have these bjectives: Measure reuse savings Imprve the reuse f assets thrugh cultural changes Share knwledge and reusable assets thrugh cllabratin Identifying the infrmatin mdel, including the cmmunities, asset types, and asset attributes, needed t reach yur business bjectives Creating a design and deplying it t a small grup that is fcused n the business gals Finalizing the design by having the small grup prve its utility Mentring peple t use the design Creating centers f excellence t rll ut the prduct and cnfigure it t meet changing requirements Deplyment invlves three related tasks: designing the slutin, cnfirming its technical requirements, and cmmunicating with stakehlders abut the slutin and requirements. Design the slutin Deply the capabilities Yu can deply Ratinal Asset Manager in an rganizatin by intrducing it t cmmunities in increments. Yu can als incrementally integrate with ther tls. As part f the adptin planning prcess, the increments are assigned a date, after which the capability in that increment is implemented and available. In the fllwing example increments, a deplyment team wrks with an rganizatin that is adpting Ratinal Asset Manager. First, they wrk tgether t develp the initial structure fr a cmmunity. The deplyment team lads the first assets fr the cmmunity and leads sessins t teach cmmunity members t use the tl. In these sessins, the leadership transitins frm the deplyment team t the persnnel f the rganizatin, wh eventually take wnership f cmmunicating Ratinal Asset Manager usage and updates within their wn cmmunities. The implementatin begins as a small deplyment t a grup f advcates in the Develpment cmmunity. The members f that cmmunity then evaluate the initial setup. Nt all f the Develpment cmmunity might participate. By starting small, gaining sme initial success, and then iteratively expanding the deplyment, the team minimizes risks and ensures that the tl can enable a successful reuse initiative. The iteratins f the first increment might fcus n deplying t cmmunities in a priritized rder. The cmmunities that will realize the mst benefits are deplyed t first: 1. Develpment and Quality Assurance cmmunities 2. Architects and Analysts cmmunities 3. Management cmmunity (Prject and Iteratin managers) Increments f deplyment Increment 1. With the advcates frm the Develper and Quality Assurance cmmunities, cmplete these tasks: Create the initial metadata
Lad the first assets Establish gvernance Mentr the cmmunity leaders s that they can guide their cmmunities thrugh the deplyment Create a knwledge base abut the applicatin r prduct Create an Ask the Expert capability Increment 2. With the advcates frm the ther cmmunities, cmplete these tasks: Create the initial metadata Lad the first assets Establish gvernance Mentr the cmmunity leaders s that they can guide their cmmunities thrugh the deplyment Create a knwledge base abut the applicatin r prduct Create an Ask the Expert capability Increment 3 Wrk with the cmmunity advcates and an Expert t integrate reuse activities and deliverables in yur business r develpment prcesses. With the Expert, use Ratinal Asset Manager t stre asset templates and reusable assets fr yur prcesses and Web site With the cmmunity advcates, integrate gvernance with a business r develpment prcess Mentr the cmmunity leaders s that they can use the new prcess with Ratinal Asset Manager and guide their cmmunities thrugh the deplyment Extend Ratinal Asset Manager t stre the new assets in an applicatin r prduct knwledge base Extend the Ask the Expert capability Increment 4 Integrate a change management tl with Ratinal Asset Manager Integrate a requirements management tl with Ratinal Asset Manager Integrate a test management tl with Ratinal Asset Manager Deplyment activities T implement a reuse prgram by using Ratinal Asset Manager, an rganizatin might cmplete the fllwing sample set f activities. In these examples, the rganizatin is called the Develpment Center. Activity Participants Descriptin Cmpletin Criteria Deply Ratinal Asset Manager t the Develpment Center Assciates Develpment Center Reuse Advcate team Develpment Center team leads IBM Ratinal Asset Manager cnsultant Deply Ratinal Asset Manager t the Develpment Center Assciates s that they can begin a reuse initiative: This activity will be cmplete when the reuse prgram is integrated and Ratinal Asset Manager is delivered in the Develpment Center Release 2.0 implementatin.
Activity Participants Descriptin Cmpletin Criteria Manage the prcess f submitting reusable assets Manage the cllabratin prcess assciated with asset reuse Implement asset reuse and begin tracking reuse metrics Integrate Ratinal Asset Manager repsitry capabilities and reuse prgram int an existing business r develpment prcess Establish a cmmittee t lead asset reuse Institute a plicy t gvern asset reuse Develpment Center line leads Develpment Center executive spnsrs IBM Ratinal Asset Manager cnsultant Develpment Center line leads Develpment Center advcates IBM Ratinal Asset Manager cnsultant Implement an Ask The Experts capability Develpment Center line leads and executive spnsrs will establish an Asset Review cmmittee. The cmmittee prvides perating prcedures fr management f the peratin f asset reuse and Ratinal Asset Manager acrss the Develpment Center. The Develpment Center line leads and advcates will develp an asset reuse gvernance plicy fr Ratinal Asset Manager. This plicy prvides gvernance and entitlement fr asset in individual cmmunities. The gvernance plicy cvers asset typing, required asset attributes, categrizatin, and asset review plicies. This activity will be cmplete when the Asset Reuse cmmittee is frmalized and the asset reuse gvernance plicy is in use in the Develpment Center. This activity will be cnsidered cmplete when a gvernance plicy is develped fr the Ratinal Asset Manager prductin envirnment.
Activity Participants Descriptin Cmpletin Criteria This activity includes the fllwing tasks: Create a charter fr the cmmittee that describes its purpse and perating prcedures Develp gvernance plicies fr Ratinal Asset Manager Dcument the gvernance plicies Enable review prcesses fr assets T transitin knwledge and wnership thrughut the increments, fcus the capabilities iteratively, as shwn in the Capability matrix. Iteratins 2-1 thrugh 2-3 will be part f the Develpment Center 3.0 implementatin. Capability matrix Capabilities Iteratins Increments 1-3 = Iteratin 1 Increment 4 = Iteratin 2 1-1 1-2 1-3 2-1 2-2 2-3 System administratr X X X X X X Enable cmmunity advcates X X X Use cmmunity assets X X X Implement gvernance X X X X X X Apply and prduce a knwledge base X X Create an Ask the Expert feature X X X Integrate with IBM WebSphere Service Registry and Repsitry X Integrate with Ratinal ClearCase X Integrate with IBM Tivli CCMDB X
Deply the infrastructure Design the infrastructure that supprts the deplyment in phases. Fr example, the first implementatin f Ratinal Asset Manager might run in a Linux n System z test server. The secnd phase, which supprts the prductin deplyment f Ratinal Asset Manager in Develpment Center 2.0, might be n a VMware Linux platfrm. Advcates: The implementatin is supprted n a test server fr the first deplyment f candidates fr reusable assets. Pst-Advcates: Prductin systems with adequate disaster recvery and develpment and test envirnments are deplyed n newly prvisined hardware that supprts the sftware develpment envirnment. Mentr thers t deply the capabilities and infrastructure T ensure the widespread adptin f Ratinal Asset Manager, mentr a grup f clients t use the tl s that they can mentr thers in their rganizatin. This apprach has the fllwing gals: Establish a standard and repeatable prcess. This type f prcess is hard t establish withut mentring. Facilitate tl usage by fcusing n a small team t be the early adpter. It is mre efficient and cst effective t wrk with teams n actual prjects than in a classrm. Ease the difficulty in applying cncepts t a prject. With mentring, prject members can wrk directly n their prjects. Prvide greater flexibility. Instead f having a fixed number f classes that must be scheduled, mentrs can wrk with practitiners n an as-needed basis in a rle- and Develpment Centerspecific manner. Mentrs cmplete three main activities: Establish an initial implementatin Mentr a grup f clients Assist mentrs t mentr, (that is, train the trainer). Mentrs must be resurces f lng-term guidance abut the tl, and must train thers t cmplete these activities: Cnfigure the tl Cnfigure cmmunities Mentring can als help thers link thery and practical applicatin. The intent is t train the members f the rganizatin wh will administer r gvern a cmmunity, r will guide all cmmunities in the use f Ratinal Asset Manager. T ensure that peple can use Ratinal Asset Manager t reach their business gals, allcate resurces t mentring effrts. Withut a slid mentring apprach, the adptin f the tl might be less efficient and effective. Determine the criteria fr success When the capabilities are prperly demnstrated, the deplyment is successful. Make sure that all the stakehlders agree abut the criteria fr success. Fr example, the criteria fr success might be as fllws: Success criteria Repsitry administratrs can cmplete these tasks: Cnfigure LDAP usage with Ratinal Asset Manager Prvide installatin supprt
Cmmunity administratrs can cmplete these tasks: Define asset types Create asset attributes Create categry schemas Specify apprpriate asset gvernance Users can cmplete these tasks: Search, review, and dwnlad cmmunity assets Submit an asset Cnfirm the technical requirements List the assumptins, dependencies, and prerequisites List the assumptins abut, dependencies f, and prerequisites fr deplyment. Als list the implementatin details, such as the middleware cnfiguratins that are needed fr yur slutin, if applicable. List the infrastructure requirements; fr example: Physical server justificatin: If applicable, explain details abut the physical server. Fr example: This slutin is using physical servers instead f virtual servers, such as Linux fr System z r VMware, because f a high resurce cnstraint (prcessr, memry, r I/O). Infrastructure maintenance: List the agreed upn maintenance windws fr this prject. Cnsider the prductin, develpment, and test envirnments Infrastructure security requirements List the applicatin requirements; fr example: Applicatin capacity requirements: Ttal user base: 6000 Ttal cncurrent users: 100 Anticipated user grwth: 30% ver next tw years Transactin vlume: 200 per hur Anticipated transactin grwth: Maximum f 600 transactins per hur Applicatin perfrmance requirements, fr example: Transactin Name Lgin Assumptins 1500 lgins per min Transactin times in secnds (s) Preferred Acceptable Unacceptable 2 5 10 Applicatin accessibility; fr example: The applicatin is accessed thrugh the Intranet by using a Web brwser. Applicatin security requirements Applicatin availability: List the required applicatin availability hurs. Applicatin maintenance windw, fr example: Recvery Time Objective (RTO): 72 hurs per day Recvery Pint Objective (RPO): 24 hurs per day Applicatin cde deplyment requirements, fr example: Standard NSC Cde Deplyment prcesses will be fllwed in all WHI envirnments
Describe the system Prvide details fr yur system design, including system requirements and plans fr system maintenance. Include all the system infrmatin needed fr installatin and cnfiguratin. Prvide slutin design diagrams: Insert any architecture r engineering diagrams that are specific t this slutin. Determine and plan fr the test and prductin envirnments Plan the rll ut; fr example: Prvide tw new z/vm servers: ne applicatin server and ne UDB database server Define the VIP n the applicatin server Cnfigure the IHS instance n the applicatin server Bind the VIP Cnfigure WebSphere Applicatin Server 6.1 n the applicatin server Cnfigure the database installatin n the database server Cnfigure LDAP List the database requirements; fr example: Database names: Yu can use any naming schema. Fr example, fr the lifecycle database, yu might use RAMLIFE, and fr the asset database, yu might use RAMDB. Database IDs: Yu can set up a permanent ID with database administrative privileges ver the database r use a permanent database administrative ID. Otherwise yu must update the passwrd at the update interval. Database size: The empty databases are abut 1 GB in size. If yu have several thusand assets, the databases will grw t 5 GB. Expected grwth: Cnsider if there are any specific table space names the tl will lk fr. Table creatin: Determine whether the tls will create the necessary tables r if yu need t create them. Befre yu install Ratinal Asset Manager, yu must create and initialize tw databases. Yu have tw ptins t create the databases: Run a script that creates the databases Enter a set f SQL cmmands in the DB2 admin cnsle t create the databases and initialize, r create the tables and table spaces f, the asset database. The Ratinal Asset Manager Setup prgram will ppulate the asset database and initialize and ppulate the lifecycle database List the vendr ntes: Ratinal Asset Manager requires tw IBM DB2 databases, each f which is abut 1 GB in size when initialized and which need 5 GB f space fr grwth: A database that is cnfigured with DB SQL scripts An empty DB2 database that the Ratinal Asset Manager setup prgram cnfigures List the installatin ntes: An instance f Ratinal Team Cncert is included t prvide cllabratin functinality (fr asset lifecycles). Ratinal Asset Manager can be installed n a WebSphere Applicatin Server cluster The instance f Ratinal Team Cncert in Ratinal Asset Manager is nt supprted n a WebSphere Applicatin Server cluster; it must be installed n a single server Assets require a file system, such as RAID 5 Indexing requires a file system, such as RAID 0 Ratinal Asset Manager and Ratinal Team Cncert must have separate DB2 instances in the database
List the sftware requirements List all the installatin infrmatin and sftware requirements fr yur system. The fllwing table lists the requirements t install, cnfigure, and deply yur system. Requirement Licenses Server envirnment Applicatin server Ratinal Asset Manager applicatin prt Ratinal Asset Manager applicatin address Database Descriptin Cntributr Develper Administratr Platfrm Hstname IP Address Web Server IP Address Platfrm Admin Cnsle Jazz Admin Cnsle http prt https prt Install directry Index file directry Lcal strage file directry Persistent strage directry Hme page Ratinal Asset Manager server setup Database platfrm Operating system platfrm LDAP User Management JDBC lcatin JDBC user JDBC passwrd Database driver directries Database directries Database prt Database user permissins fr installatin Registry lcatin Prt User name Base User DN
Requirement Administratr and Management E-mail addresses Descriptin Bind User DN Certificate map mde Ratinal Asset Manager t LDAP grup mapping User search filter Grup search filter User ID map Grup ID map Grup member map WebSphere Applicatin Server admin user name Jazz admin user ID Ratinal Asset Manager admin user ID SMTP server SMTP prt Fr mre infrmatin, see the system requirements infrmatin in the Ratinal Asset Manager infrmatin center. Cmmunicate abut the slutin As yu plan, use the fllwing resurces t cmmunicate abut the deplyment: Educatin Dcumentatin Cmmunicatin plan Transitin plan Educatin Make educatin available t the fllwing peple: Administratrs: Prvide educatin and mentring Help Desk and Operatins persnnel: Prvide a prcedure guide Users: Prvide an infrmatin guide abut Ratinal Asset Manager Prducers: Prvide educatin abut tl use Dcumentatin Prvide user assistance resurces: Installatin guide Planning and deplyment guidelines Infrmatin mdel Gvernance plicies User guidelines
Cmmunicatin plan Annunce the system changes t all the stakehlders. Cnsider the fllwing aspects f the annuncements: Audience Media Frequency Spnsrs Transitin plan Create transitin plans fr maintaining a prductin envirnment while als testing revisins in a test envirnment. Transitin plans are needed fr the fllwing examples: Operate the test system and prductin instance in parallel: The current test system will remain in place until the first grup f users is deplyed in the Ratinal Asset Manager prductin instance. Ratinal Asset Manager and Ratinal Team Cncert prducts are tested and in prductin and users trained in asset prcesses and tls. Repurpse the test system t validate the prductin cnfiguratin: Ppulate with prductin assets as needed fr testing
Ntices This infrmatin was develped fr prducts and services ffered in the U.S.A. IBM may nt ffer the prducts, services, r features discussed in this dcument in ther cuntries. Cnsult yur lcal IBM representative fr infrmatin n the prducts and services currently available in yur area. Any reference t an IBM prduct, prgram, r service is nt intended t state r imply that nly that IBM prduct, prgram, r service may be used. Any functinally equivalent prduct, prgram, r service that des nt infringe any IBM intellectual prperty right may be used instead. Hwever, it is the user's respnsibility t evaluate and verify the peratin f any nn-ibm prduct, prgram, r service. IBM may have patents r pending patent applicatins cvering subject matter described in this dcument. The furnishing f this dcument des nt grant yu any license t these patents. Yu can send license inquiries, in writing, t: IBM Directr f Licensing IBM Crpratin Nrth Castle Drive Armnk, NY 10504-1785 U.S.A. Fr license inquiries regarding duble-byte (DBCS) infrmatin, cntact the IBM Intellectual Prperty Department in yur cuntry r send inquiries, in writing, t: Intellectual Prperty Licensing Legal and Intellectual Prperty Law IBM Japan, Ltd. 1623-14, Shimtsuruma, Yamat-shi Kanagawa 242-8502 Japan The fllwing paragraph des nt apply t the United Kingdm r any ther cuntry where such prvisins are incnsistent with lcal law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Sme states d nt allw disclaimer f express r implied warranties in certain transactins, therefre, this statement may nt apply t yu. This infrmatin culd include technical inaccuracies r typgraphical errrs. Changes are peridically made t the infrmatin herein; these changes will be incrprated in new editins f the publicatin. IBM may make imprvements and/r changes in the prduct(s) and/r the prgram(s) described in this publicatin at any time withut ntice. Any references in this infrmatin t nn-ibm Web sites are prvided fr cnvenience nly and d nt in any manner serve as an endrsement f thse Web sites. The materials at thse Web sites are nt part f the materials fr this IBM prduct and use f thse Web sites is at yur wn risk. Licensees f this prgram wh wish t have infrmatin abut it fr the purpse f enabling: (i) the exchange f infrmatin between independently created prgrams and ther prgrams (including this ne) and (ii) the mutual use f the infrmatin which has been exchanged, shuld cntact: Intellectual Prperty Dept. fr Ratinal Sftware 3600 Steeles Avenue East Markham, ON Canada L3R 9Z7
Such infrmatin may be available, subject t apprpriate terms and cnditins, including in sme cases, payment f a fee. The licensed prgram described in this dcument and all licensed material available fr it are prvided by IBM under terms f the IBM Custmer Agreement, IBM Internatinal Prgram License Agreement r any equivalent agreement between us. Any perfrmance data cntained herein was determined in a cntrlled envirnment. Therefre, the results btained in ther perating envirnments may vary significantly. Sme measurements may have been made n develpment-level systems and there is n guarantee that these measurements will be the same n generally available systems. Furthermre, sme measurements may have been estimated thrugh extraplatin. Actual results may vary. Users f this dcument shuld verify the applicable data fr their specific envirnment. Infrmatin cncerning nn-ibm prducts was btained frm the suppliers f thse prducts, their published annuncements r ther publicly available surces. IBM has nt tested thse prducts and cannt cnfirm the accuracy f perfrmance, cmpatibility r any ther claims related t nn-ibm prducts. Questins n the capabilities f nn-ibm prducts shuld be addressed t the suppliers f thse prducts. All statements regarding IBM's future directin r intent are subject t change r withdrawal withut ntice, and represent gals and bjectives nly. This infrmatin cntains examples f data and reprts used in daily business peratins. T illustrate them as cmpletely as pssible, the examples include the names f individuals, cmpanies, brands, and prducts. All f these names are fictitius and any similarity t the names and addresses used by an actual business enterprise is entirely cincidental. If yu are viewing this infrmatin sftcpy, the phtgraphs and clr illustratins may nt appear. Trademarks IBM, the IBM lg, and ibm.cm are trademarks r registered trademarks f Internatinal Business Machines Crp., registered in many jurisdictins wrldwide. Other prduct and service names might be trademarks f IBM r ther cmpanies. A current list f IBM trademarks is available n the Web at www.ibm.cm/legal/cpytrade.html. Linux is a registered trademark f Linus Trvalds in the United States, ther cuntries, r bth. Other cmpany, prduct, r service names may be trademarks r service marks f thers.