Configuration Management Basics

Enchantment Chapter of INCOSE October 12, 2011

Ann Ho ges, CSE! a"ho ge#san ia$go% &0&'())'*2()

+opics
,hat is CM CMII Summar. !ractica" Suggestions for App".ing CM !ractices

,hat is Configuration Management /CM0A process that estab"ishes an maintains consistenc. of a pro uct1s attributes 2ith its re3uirements an pro uct configuration information throughout the pro uct1s "ife c.c"e 4EIA5

,h. CM CM ensures the effecti%e management of the e%o"%ing configuration of a s.stem, inc"u ing a"" of its 2or6 pro ucts, uring its "ife c.c"e 4SE7 pg &$115 Change is ine%itab"e, an managing the impact of change is the focus of CM
It is important to maintain enough of an the right information to ensure that e"i%erab"es can be re"ate an are contro""e base on engineering an management tra e'off ecisions Systems engineering activities rely on product configurations being known and controlled

,hen 8oes CM Occur CM acti%ities occur throughout the "ife c.c"e of both the pro9ect an the pro uct
CM begins at the initia" etermination of mission nee an continues unti" pro9ect c"oseout or pro uct retirement /from :"ust to ust;0

In ustr. Stan ar CM Acti%ities<

Quality Product
Configuration Audit

CM Planning and Management < A apte from 4EIA5 =igure

Configuration Status Accounting

Change Control

Configuration Identification

CM !"anning an Management
I entif. nee s>re3uirements
=actors that might impact CM acti%ities /e$g$, team co'"ocation, partners>subcontractors>supp"iers, inte""ectua" propert.0 Sta6eho" ers? reporting nee s

CM !"an
CM 2or6 instructions>proce ures that imp"ement CM acti%ities Sche u"e>cost @o"es an responsibi"ities Bac6up an isaster reco%er. p"ans an proce ures @o"e'base training

Configuration I entification
8efine configuration items /CI0 of interest
CI is an entit. 2ithin a configuration that satisfies an en 'use function 4ISO5 Name CIs /i entification scheme, pro uct units>groups /"ots00 8etermine CI inter epen encies Contro" CIs /change contro"0

8efine pro uct structure I entif. an contro" interfaces Estab"ish base"ines /e$g$, :as're3uire ;, :as' esigne ;, :as'bui"t;0

!ro uct Configuration Information<

Product Configuration Information
Product Planning Information Product Definition Information
Concept Distribution

Product Operational Information

Operate Dispose

Design and Manufacturing

Requirements

Maintain

Product Quality Information

<A apte from 4EIA5 =igure 2

Change Contro"
Contro" of both changes to, an %ariances from, pro uct configuration Once pro uct configuration has been appro%e an base"ine , changes to pro uct configuration must be manage
Change is initiate b. a change re3uest /C@0
contains an analysis of the change re3uirements an related impacts

Change is imp"emente %ia a change or er /CO0 or change notice /CN0 Change is %erifie /changes consistent 2ith pro uct configuration information0

Aariances /2hich inc"u e e%iations an 2ai%ers0 from the appro%e pro uct configuration re3uire re%ie2 an appro%a" Change Contro" Boar
E%a"uate propose changes to etermine that it is necessar. /or esirab"e0, that the estimate ris6s an conse3uences are acceptab"e, an that the effecti%it. is estab"ishe Often has the responsibi"it. an authorit. to e%a"uate e%iations an 2ai%ers

Configuration Status Accounting /CSA0

=orma" reports<
!ro uct configuration information Status of propose changes Status of the imp"ementation of appro%e changes throughout the pro uct "ife c.c"e

8ata about the pro uct configuration an the pro uct configuration information nee s to be capture as it is create uring the pro uct "ife c.c"e /often uring configuration i entification or configuration change management acti%ities0
+o maintain integrit. an cre ibi"it., CSA information nee s to ha%e contro""e access for authoriBe users

<4ISO5 , 4EIA5

Configuration Au it
8etermines 2hether a pro uct conforms to its re3uirements an pro uct configuration information
=unctiona" configuration au it7 A forma" e%a"uation to %erif. that a CI is contro""e an has achie%e the functiona" an performance characteristics specifie in its pro uct configuration information
ECamp"e7 %erification /test, ana".sis, inspection, emonstration0

!h.sica" configuration au it7 A forma" e%a"uation to %erif. that a CI has achie%e the ph.sica" characteristics specifie in its pro uct configuration information
ECamp"e7 comparing the as'bui"t CIs to the as' esigne CIsD ifferences nee to be accounte for

CMII Summar. ,h. CMIIAn organization that cannot accommodate change and keep requirements clear, concise and valid has no choice but to operate in the corrective action mode. Highly inflated costs have always been a defense industry problem. Traditional ! does not enable any entity to escape the corrective action mode."
ECtracte from 4CMIIa5 pg *

According to industry surveys, #$%&'$% of resources are spent on addressing product quality problems (corrective actions)
4CMIIb5 pg ), 4CE5, 4ES5$

CMII Summar. Enterprise =ocus<

CMII eCpan s the scope of CM to inc"u e an. information that cou" impact safet., securit., 3ua"it., sche u"e, cost, profit or the en%ironment$ CMII shifts the emphasis to integrate process eCce""ence an pro%i es the ho2'to for7
/10 accommo ating changeD /20 optimiBing the reuse of stan ar s an best practicesD /F0 ensuring that a"" re3uirements remain c"ear, concise an %a"i D /)0 communicating /10, /20 an /F0 to users prompt". an precise".D /&0 achie%ing conformance to re3uirements in each case

<ECtracte from 4CMIIa5 pg *

CMII Summar.<

<ECtracte from 4CMIIa5 pg )

CMII Summar. Core CM Business !rocesses

As'p"anne >as're"ease base"ines )'tier, G'step e%e"opment process / esign'pro uce :A;0 Naming, numbering an reuse Aa"i ation an re"ease recor s
Co'o2nership an %a"i ation b. esignate user

Changes an re%ision recor s

:C"ose "oop; change process
!rob"em @eport>Change @e3uest>Change Notice @o"es =ast'trac6 %s$ more forma" re%ie2 trac6 Aerification of change

ome to the *+,+,+$** !-- Tutorial for !ore

Suggestions for App".ing CM !ractices

Hse a ris6'informe gra e approach
Hse intrinsic characteristics of the pro9ect, conse3uence of fai"ure to etermine "e%e" of rigor nee e
High rigor7 "in6s to support eCtensi%e traceabi"it. /e$g$, :Bui" Boo6;>@OA0 Io2 rigor7 %ersion'contro""e repositor.

Nee e "e%e" of rigor ma. change throughout the pro9ect, protect inte""ectua" capita" to form foun ation /e$g$, re3uirements>research ob9ecti%es, architecture, pro9ect management 2or6 pro ucts0

8efine meta ata an re"ationships>"in6s to support search>retrie%a" 8etermine access contro"s Hn erstan brea th> epth of CIs 8efine pro uct structure 8efine change process, se"ect CM too">repositor. to support the process
Jno2 2hen to in%o6e forma" change contro"
After 2or6 pro uct has been appro%e an is part of the pro uct base"ine, not uring e%e"opment Criteria for fast'trac6 changes

Monitor :ho2 it?s 2or6ing for .a; /e$g$, use, throughput0, impro%e

Kuestions-

@eferences
ID
4CE5 4CMIIa5

Reference
Capters Eones, Estimating Soft2are Costs, Ne2 Lor6, McMra2'Hi"", 1GG($ CMII @esearch Institute, ,hite !aper CMII (0&C N CMII As$ Other CM Certification !rograms, 200G$ 222$cmis2eb$net>information>(0&OCompareOCMOCertifications$p f, o2n"oa e 10>&>2011$ Institute of Configuration Management, Course I N +he CMII Mo e", I'C re% 8? Correcti%e Action, Causes an So"utions, pg )$ E"ectronics an Information +echno"og. Association, Nationa" Consensus Stan ar for Configuration Management, ANSI>EIA'*)G'A, Ar"ington, AA, 200)$ Internationa" OrganiBation for Stan ar iBation /ISO0, Kua"it. Management S.stems N Mui e"ines for Configuration Management, ISO 1000P7200F/E0, Mene%a, S2itBer"an , 200F$ Eoe Schofie" , Competiti%e Ana".tics N I+ !ara""e"s, Internationa" Soft2are Measurement an Ana".sis Conference, @ichmon , Airginia, September 2011$ Internationa" Counci" on S.stems Engineering /INCOSE0, S.stems Engineering Han boo6 N A Mui e for S.stem Iife C.c"e !rocesses an Acti%ities, %ersion F$1, August 200P$

4CMIIb5 4EIA5 4ISO5

4ES5 4SE5