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Configuration and Release Management

Analyzing business factors driving CM

  • Determining causes of failure in project scenarios
  • Positioning strong internal CM controls
  • Controlling quality in the development life cycle
  • Releasing stable configurations

Demystifying core CM processes

  • Configuration Identification
  • Version Management
  • Configuration Control
  • Change Management
  • Configuration Status Accounting
  • Reporting
  • Configuration Audits
  • Compliance
  • Build and Release Management

Identifying Configuration Items (CIs)

Deriving candidate items for the project

  • Extracting CIs from the product and the project
  • Itemizing six steps to bring a work product under configuration management control

Categorizing and naming items

  • Devising an effective naming scheme
  • Classifying items based on the nature of the project
  • Aligning a CI into one of four categories

Baselining CIs

  • Defining baselining procedures and creating a checklist
  • Declaring configuration or phase baselines
  • Checking CIs into a repository

Controlling Change

Determining roles and responsibilities

  • Establishing an infrastructure to manage project change
  • Comparing change control from a traditional to an Agile perspective
  • Specifying the role of the SCM team

Creating a change control process

  • Establishing change control procedures
  • Facilitating change from requirements through maintenance

Distinguishing between defects and enhancements

  • Processing a change request
  • Investigating defects and deciding corrective action
  • Evaluating urgency
  • Determining severity
  • Prioritize

Communicating Configuration Status

Planning the reporting requirements

  • Identifying reports required in each phase of CM
  • Determining the communication needs of stakeholders
  • Improving processing by using a configuration database

Matching reporting needs to development life cycle

  • Anticipating report types by role types
  • Planning what to collect in order to report
  • Adding CSA requirements to vendor contracts

Auditing in Preparation for a Release

Designing Configuration Audits

  • Distinguishing between QA and SCM activities
  • Clarifying types of SCM audits
  • Timing audits throughout the development life cycle
  • FCA and PCA checklists
  • Baseline and release audits

Assessing release readiness

  • Ensuring the documentation matches the product
  • Verifying product configuration

Building and Releasing the Product

Ensuring consistency through the build process

  • Establishing independence by separating development from the build
  • Managing unique code lines and versions
  • Knowing why and when to branch and use variants

Specifying the product release process

  • Planning a release strategy
  • Resources needed for a smooth release process
  • Matching process steps to release types
  • Positioning Quality Gates in the development life cycle
  • Timing the release appropriately

You Will Learn How To
  • Proactively manage the components of software development projects from requirements through maintenance
  • Construct a project-based Configuration Management (CM) plan for traditional and Agile projects
  • Choose hardware and software items to control through Configuration Identification
  • Manage the impact of change requests by specifying Configuration Control procedures
  • Design baseline and release audits to ensure product stability
  • Plan a release to implement change requests and scheduled feature roll-out

Course 342 Content

Foundation for Configuration and Release Management

Analyzing business factors driving CM

  • Determining causes of failure in project scenarios
  • Positioning strong internal CM controls as the path to success
  • Controlling quality in the development life cycle
  • Releasing stable configurations

Demystifying core CM processes

  • Configuration Identification
  • Version Management
  • Configuration Control
  • Change Management
  • Configuration Status Accounting
  • Reporting
  • Configuration Audits
  • Compliance
  • Build and Release Management

Identifying Configuration Items (CIs)

Deriving candidate items for the project

  • Extracting CIs from the product and the project
  • Itemizing six steps to bring a work product under configuration management control

Categorizing and naming items

  • Devising an effective naming scheme
  • Classifying items based on the nature of the project
  • Aligning a CI into one of four categories

Baselining CIs

  • Defining baselining procedures and creating a checklist
  • Declaring configuration or phase baselines
  • Checking CIs into a configuration management repository

Controlling Change

Determining roles and responsibilities

  • Establishing an infrastructure to manage project change
  • Comparing change control from a traditional to an Agile perspective
  • Specifying the role of the SCM team in facilitating change

Creating a change control process

  • Documenting the change request life cycle
  • Establishing and communicating change control procedures
  • Facilitating change from requirements through maintenance

Distinguishing between defects and enhancements

  • Processing a change request
  • Investigating defects and deciding corrective action
  • Evaluating urgency
  • Determining Severity
  • Setting priority

Communicating Configuration Status

Planning the reporting requirements

  • Identifying types and frequency of reports required in each phase of CM
  • Determining the communication needs of stakeholders
  • Improving report processing by using a configuration database

Matching reporting needs to development life cycle

  • Anticipating report types by role types
  • Who
  • What
  • When
  • Where
  • How
  • Planning what to collect in order to report
  • Adding CSA requirements to vendor contracts

Auditing in Preparation for a Release

Designing Configuration Audits

  • Distinguishing between QA and SCM activities
  • Clarify
    RealityPlus
    Throughout this course, an interactive case study immerses you in a software and hardware CM project from requirements to product release as you carry out tasks that teach the skills you need. You acquire a robust skill set and experience in:
    • Matching project needs to CM process capability
    • Gathering the attributes and characteristics to create a candidate CI list
    • Coordinating the check-in and check-out of CIs from/to the library
    • Designing a change control process
    • Creating a design baseline based on requirements documents
    • Identifying key reports needed for effective CM communications
    • Preparing a CM plan for a software project
    • Baselining a product at various points in the project
    • Preparing a release plan based on stakeholder needs


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    • C Classroom
    • V Virtual Live
    • Cv In-Class Virtual
    • O Online
Virtual Live4/4/2018 9:00:00 AM<span class="course-type type-v" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'VILT')" onmouseout="clearHoverInfo()">V</span>3 days2650.002474129
VA Herndon4/4/2018 9:00:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>3 days2650.002471827
DC Washington, DC4/4/2018 9:00:00 AM<span class="course-type type-cv" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'HVILT')" onmouseout="clearHoverInfo()">Cv</span>3 days2650.002497759
Virtual Live5/30/2018 9:00:00 AM<span class="course-type type-v" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'VILT')" onmouseout="clearHoverInfo()">V</span>3 days2650.002474133
MD Columbia5/30/2018 9:00:00 AM<span class="course-type type-cv" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'HVILT')" onmouseout="clearHoverInfo()">Cv</span>3 days2650.002497809
VA Herndon9/26/2018 9:00:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>3 days2650.002471826
Virtual Live9/26/2018 9:00:00 AM<span class="course-type type-v" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'VILT')" onmouseout="clearHoverInfo()">V</span>3 days2650.002474130
VA Manassas9/26/2018 9:00:00 AM<span class="course-type type-cv" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'HVILT')" onmouseout="clearHoverInfo()">Cv</span>3 days2650.002497740
Virtual Live11/28/2018 9:00:00 AM<span class="course-type type-v" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'VILT')" onmouseout="clearHoverInfo()">V</span>3 days2650.002474136
VA Herndon11/28/2018 9:00:00 AM<span class="course-type type-cv" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'HVILT')" onmouseout="clearHoverInfo()">Cv</span>3 days2650.002497801
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