1 Configuration Management 101 ITS Professional Capacity Building Program T3 Webinar February 21, 2008.

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Configuration Management 101

ITS Professional Capacity Building Program

T3 Webinar

February 21, 2008

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Configuration Management Planning

CMPlanning andManagement

ConfigurationIdentification

ChangeManagement

ConfigurationAudits

StatusAccounting

Application Environment

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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 providesthe infrastructure for

the CM Process

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Agencies & DeveloperShare CM Responsibilities

Agency Developer

Project product definition

Quality levelAudit process

Life cycle processesMultiple projectsMultiple teamsAudit activities

Internal CM processes &

tools

Working Together Requires Tailoring Processes and Consensus

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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

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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

CM Needs

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Configuration Identification

CMPlanning andManagement

ConfigurationIdentification

ChangeManagement

ConfigurationAudits

StatusAccounting

Application Environment

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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

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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

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What are Enabling Products?

Requirements Design(As-built’s)

UserManuals

TestProcedures,

Software, Jigs

TestProcedures

MaintenanceManuals

ProductionEquipment

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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.

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Change Management

CMPlanning andManagement

ConfigurationIdentification

ChangeManagement

ConfigurationAudits

StatusAccounting

Application Environment

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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

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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

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Mind set of Change Management

Definition Phase Implementation Phase Integration/Verification

Changesare controlled but allowable

Changespossible but morecostly in dollars &schedule impact

Changes areextremely costly

& often causelate delivery

Changes

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Change Management Process Model

ChangeIdentification

Evaluation &Coordination

Implementation& Verification

Need forChange

Current Baseline

New Current Baseline

DocumentedChangeRequest

ApprovedChange

Adapted from EIA 649

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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

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Status Accounting in CM

CMPlanning andManagement

ConfigurationIdentification

ChangeManagement

ConfigurationAudits

StatusAccounting

Application Environment

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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

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Role of Audits in CM

Application Environment

CMPlanning andManagement

ConfigurationIdentification

ChangeManagement

ConfigurationAudits

StatusAccounting

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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

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Thank You

Presentation By:

Ron Ice

R. C. Ice and Associates

[email protected]