# Presentation: 326700

## Configuration Management 101

**ITS Professional Capacity Building Program**
**T3 Webinar**
- February 21, 2008

## Configuration Management Planning

- CM
- Planning and
- Management

- Configuration
- Identification

- Change
- Management

- Configuration
- Audits

- Status
- Accounting

- Application Environment

## What is a CM Plan

- The CM plan provides the framework for all CM Activities
- Provides the definition of how the CM process will be implemented and who will be responsible for CM activities
- Should be tailored to the needs of the specific project

- The CM Plan provides
- the infrastructure for
- the CM Process

## Agencies & DeveloperShare CM Responsibilities

- _Agency_

- _Developer__** **_

- Project product
- definition
- Quality level
- Audit process

- Life cycle processes
- Multiple projects
- Multiple teams
- Audit activities

- Internal CM
-  processes &
- tools

**Working Together Requires**
** ****Tailoring Processes and Consensus**

**Notes:**
Point out to the class that there are differences in the application environments between what the agency CM and a development team’s CM processes, but they need to work together.  Here are some of the differences.

Agency – existing agency processes are in place and the agency views CM as longer term. The project could have multiple development teams, multiple development phases, and multiple agencies involved.  It places emphasis on audits and verification to gain confidence in the products. The outputs from the development team(s) needs to be clearly defined. 

Developmental team – produces high quality product outputs for the agency.  The team monitors and controls CM for the life of the project  The team should be able to show the agency their CM processes to the level needed to build confidence that the products have integrity.

NOTE:  Usually development teams will bring parts of pre-developed software into a development effort.  This software should be clearly identified and managed as a COTS product.

## Agencies Define CM Requirements for RFP’s

- Define the contractors responsibilities
- Establish the basis for the CM process
- Identify the CM deliverables
- Define generic requirements for use in multiple RFP’s

## Scope the CM Responsibilities to the Size of the Project

- On a small project, one person may support multiple CM activities
- Others may support CM activities part time
- Responsibilities can be divided between individuals
- Responsibilities can be shared between stakeholder groups

## Configuration Identification

- CM
- Planning and
- Management

- Configuration
- Identification

- Change
- Management

- Configuration
- Audits

- Status
- Accounting

- Application Environment

## What Is Placed Under Configuration Management

- End Products: The transportation system hardware, software, and firmware that performs the needed function
- Enabling Products: The supporting documentation, hardware, software, and firmware that enables the end products to be developed and maintained

## End Product Examples

- Hardware
- Closed Circuit Television (CCTV) Camera
- Smart Loop
- Signal
- Microwave Sensor
- Software
- CCTV Control Software
- Signal control Software
- Toll Management Software
- Violations Processing Software

## What are Enabling Products?

- Requirements

- Design
- (As-built’s)

- User
- Manuals

- Test
- Procedures,
- Software, Jigs

- Test
- Procedures

- Maintenance
- Manuals

- Production
- Equipment

## Typical Activities of Configuration Identification

- Select configuration items (CI)
- Establish and maintain CI Identifiers
- Identify documentation for each CI
- Location info
- Version info
- Vendor info
- Licensing/warrantee info
- etc.

## Change Management

- CM
- Planning and
- Management

- Configuration
- Identification

- Change
- Management

- Configuration
- Audits

- Status
- Accounting

- Application Environment

## Caution: Changes Ahead!

- Developing systems undergo constant change
- Changes impact cost and schedule
- A change in one area will often cause changes in other areas
- The current state of all system elements must be considered when making changes

## Change Management is a Key Tool in the System Lifecycle

- Provides a defined process for managing change
- Starts early in the development lifecycle and continues until system is replaced
- Supports on-time delivery since the impact of cost and schedule are considered
- Results in documented, agreed upon changes

## Mind set of Change Management

- Definition Phase

- Implementation Phase

- Integration/Verification

- Changes
- are controlled
-  but allowable

- Changes
- possible but more
- costly in dollars &
- schedule impact

- Changes are
- extremely costly
- & often cause
- late delivery

**Changes**

## Change Management Process Model

- Change
- Identification

- Evaluation &
- Coordination

- Implementation
- & Verification

- Need for
- Change

- Current Baseline

- New Current Baseline

- Documented
- Change
- Request

- Approved
- Change

- Adapted from EIA 649

## Change Decisions Require a Baseline

- Change management begins with a stable point in system development
- A baseline is a well-defined, well- documented reference point for change management
- Changed system products must be placed under CM
- Next baseline incorporates the changed products

## Status Accounting in CM

- CM
- Planning and
- Management

- Configuration
- Identification

- Change
- Management

- Configuration
- Audits

- Status
- Accounting

- Application Environment

## Status Accounting Activities

- Record the currently approved configuration documentation
- Record proposed changes and status
- Record results of proposed changes
- Provide access to reports
- Safeguard the records through-out the life cycle

**Ω**

## Role of Audits in CM

- Application Environment

- CM
- Planning and
- Management

- Configuration
- Identification

- Change
- Management

- Configuration
- Audits

- Status
- Accounting

## Configuration Audits

- Audits are verifications carried out by the agency or by an independent third party
- Audits verify that the product baseline matches the documentation
- Audits validate that the information placed under CM is complete
- Independent audits assure a non-biased evaluation

## Thank You

- Presentation By:
- Ron Ice
- R. C. Ice and Associates
- ronice@ronice.com