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Using UML, Patterns, and Java Object-Oriented Software Engineering Configuration & Build Management
Outline of the next two Lectures • Purpose of Software Configuration Management (SCM) • Some Terminology • Software Configuration Management Activities • Outline of a Software Configuration Management Plan • Build and Release Management • Continous Integration Today Lecture on Build Management
Why Software Configuration Management ? • The problem: • Multiple people have to work on software that is changing • More than one version of the software has to be supported: • Released systems • Custom configured systems (different functionality) • System(s) under development • Software on different machines & operating systems í Need for coordination • Software Configuration Management • manages evolving software systems • controls the costs involved in making changes to a system.
What is Software Configuration Management? • Definition Software Configuration Management: • A set of management disciplines within a software engineering process to develop a baseline • Software Configuration Management encompasses the disciplines and techniques of initiating, evaluating and controlling change to software products during and after a software project • Standards (approved by ANSI) • IEEE 828: Software Configuration Management Plans • IEEE 1042: Guide to Software Configuration Management.
Administering Software Configuration Management • Software Configuration Management is a project function with the goal to make technical and managerial activities more effective • Software Configuration Management can be administered in several ways: • • Organization-wide Project-specific Distributed among the project members Mixture of all of the above.
Configuration Management Activities (1) • Software Configuration Management Activities: • • • Configuration item identification Promotion management Release management Branch management Variant management Change management • No fixed order: • These activities are usually performed in different ways (formally, informally) depending on the project type and life-cycle phase (research, development, maintenance).
Configuration Management Activities (2) • Configuration item identification • Modeling the system as a set of evolving components • Promotion management • the creation of versions for other developers This Lecture • Release management • the creation of versions for clients and users • Change management • the handling, approval & tracking of change requests • Branch management • the management of concurrent development • Variant management • the management of coexisting versions Read yourself: Bruegge-Dutoit Ch 13
Configuration Management Roles • Configuration Manager • Responsible for identifying configuration items • Also often responsible for defining the procedures for creating promotions and releases • Change Control Board Member • Responsible for approving or rejecting change requests • Developer • Creates promotions triggered by change requests or the normal activities of development. The developer checks in changes and resolves conflicts • Auditor • Responsible for the selection and evaluation of promotions for release and for ensuring the consistency and completeness of this release.
Terminology • We will define the following terms • • • Configuration Item Baseline SCM Directories Version Revision Release í The definitions for these terms follow the IEEE standard.
Terminology: Configuration Item: An aggregation of hardware, software, or both, designated for configuration management and treated as a single entity in the configuration management process. • Software configuration items are not only source files but all types of documents • In some projects, not only software but also hardware configuration items (CPUs, bus speed frequencies) need to be put under control!
Tasks for the Configuration Managers Define configuration items
Define Configuration Items • Not every entity needs to be under configuration management control all the time • Two Issues: • What: Selection of Configuration Items • What should be under configuration control? • When: When do you start to place entities under configuration control? • Choices for the Project Manager: • Starting with Configuration Items too early introduces bureaucracy • Starting with Configuration Items too late introduces chaos.
Define Configuration Items (continued) • Selecting the right configuration items is a skill that takes practice • Very similar to object modeling • Use techniques similar to object modeling for finding configuration items! • Find the configuration items • Find relationships between configuration items.
Configuration Item Candidates Models Object Model Subsystems Dynamic Model Database . . “The project” Code Documents RAD User Interface Data ODD . . Unit Test . . . .
Which of these Entities should be Configuration Items? • Problem Statement • Software Project Management Plan (SPMP) • Requirements Analysis Document (RAD) • System Design Document (SDD) • Project Agreement • Object Design Document (ODD) • Dynamic Model • Object model • Functional Model • Unit tests • Integration test strategy Source code API Specification Input data and data bases Test plan Test data Support software (part of the product) • Support software (not part of the product) • User manual • Administrator manual • • •
Possible Selection of Configuration Items • Problem Statement • Software Project Management Plan (SPMP) ü Requirements Analysis Document (RAD) ü System Design Document (SDD) • Project Agreement ü Object Design Document (ODD) • Dynamic Model • Object model • Functional Model ü Unit tests • Integration test strategy Source code API Specification Input data and data bases Test plan Test data Support software (part of the product) • Support software (not part of the product) • User manual • Administrator manual ü • ü ü
Terminology: Version: The initial release or re-release of a configuration item associated with a complete compilation or recompilation of the item. Different versions have different functionality.
Terminology: Baseline: “A specification or product that has been formally reviewed and agreed to by responsible management, that thereafter serves as the basis for further development, and can be changed only through formal change control procedures. ” • Examples: • Baseline A: The API has been completely been defined; the bodies of the methods are empty • Baseline B: All data access methods are implemented and tested • Baseline C: The GUI is implemented.
Naming Schemes for Baselines • Many naming scheme for baselines exist (1. 0, 6. 01 a, . . . ) • A 3 digit scheme is quite common: 7. 5. 5 Major, External Release (Customer) Minor, Internal Release (Developer) Small Revision (Developer)
Types of Baselines • As systems are developed, a series of baselines is developed, usually after a review (analysis review, design review, code review, system testing, client acceptance, . . . ) • Developmental baseline • Functional baseline • Product baseline
Transitions between Baselines Baseline A (developmental) Baseline B (functional, first prototype) Baseline C (product, beta test) Release How do we manage changes in baselines? => Change Management Time
Controlling Changes • Two types of controlling change: • Promotion: The internal development state of a software is changed • Release: A changed software system is made visible outside the development organization. Programmer Promotion Master Directory Release Software Repository User
Terminology: SCM Directories • Programmer’s Directory (IEEE: Dynamic Library) • Library for holding newly created or modified software entities • The programmer’s workspace is controlled by the programmer only • Master Directory (IEEE: Controlled Library) • Manages the current baseline(s) and for controlling changes made to them • Changes must be authorized • Software Repository (IEEE: Static Library) • Archive for the various baselines released for general use • Copies of these baselines may be made available to requesting organizations.
Standard SCM Directories • Programmer’s Directory • (IEEE Std: “Dynamic Library”) • Completely under control of one programmer • Master Directory • (IEEE Std: “Controlled Library”) • Central directory of all promotions • Software Repository • (IEEE Std: “Static Library”) • Externally released baselines. Promotion Central source code archive Release Foo’ 95 Foo’ 98
Promotion and Release are Operations on Configuration Item CIs Configuration Item promote() release() Models Object Model Subsystems Dynamic Model Database . . “The project” Code Documents RAD User Interface Data ODD . . Unit Test . . . .
Let‘s Create an Object Model for Configuration Management „Promotions are stored in the master directory and releases are stored in the repository“ Problem: There can be many promotions and many releases Solution: Use Multiplicity * Promotion Release * Master Directory Repository
Let‘s Create an Object Model for Configuration Management Insight: Promotions and Releases are both versions Solution: Use Inheritance Version * Promotion Release * Master Directory Repository
Let‘s Create an Object Model for Configuration Management Problem: A configuration item can have several versions Solution: Create a 1 -many association between Configuration Item and Version Configuration Item * Version * Promotion Release * Master Directory Repository
Let‘s Create an Object Model for Configuration Management Problem: Configuration items can themselves be grouped Solution: Use the composite design pattern * Controlled item Configuration Item CM Aggregate Configuration item * Version * Promotion Release * Master Directory Repository
Final Object Model for Configuration Management (UML Class Diagram) * Controlled item CM Aggregate Configuration item * Version * Promotion Release * Master Directory Repository
Software Configuration Management Tools • RCS: The first on the block [Tichy 1975] • CVS (Concurrent Version Control) • based on RCS, allows concurrency without locking • http: //www. cvshome. org/ • Subversion • Based on CVS • Open Source Project (http: //subversion. tigris. org/project_packages. html) • Perforce • Repository server, keeps track of developer’s activities • http: //www. perforce. com • Clear. Case • Multiple servers, process modeling, policy check mechanisms • http: //www. rational. com/products/clearcase/
Modeling Software Configuration Management • • IEEE model RCS model CVS model SVN model
IEEE Model (UML Class Diagram) * Controlled Item * CM Aggregate Configuration Item * Version Promotion Release * Master Directory Repository
RCS Model (UML Class Diagram) User 1 1 0. . 1 locks * Working Copy * File ancestor 1 * Version * No CM aggregate Concurrency controlled with locking Version numbers used to distinguish promotions from releases Tags used to identify baselines * Tag Repository * *
RCS Version Numbering (UML instance diagram) Trunk 1. 1 : Revision 1. 2 : Revision Branch 1. 3. 1 1. 3 : Revision 1. 4 : Revision 1. 3. 1. 1 : Revision 1. 3. 2. 1 : Revision Branch 1. 3. 2 1. 3. 1. 2 : Revision
CVS Model (UML Class Diagram) User 1 1 Working Copy * * Controlled Item ancestor 1 * Revision Directory File * * Superset of RCS Directories also controlled Concurrent changes handled with copy/modify/merge (as opposed to locking) Tag Repository * *
Copy/Modify/Merge in CVS : Repository alice : Developer checkout() alice. Copy : Working. Copy joe. Copy : Working. Copy modify() checkin(ac) If changes overlap, CVS Joe resolves the conflict by editing the merged copy. joe : Developer modify() merge(ac) update(jc) checkin(jc)
Renaming in CVS cvs remove editor 1. 3 cvs add my. Editor editor 1. 4 my. Editor 1. 1 The relation between the two revision trees is lost my. Editor 1. 2 • Cvs does not support renaming • Instead, the end user • renames the file in the working copy • removes the old name from the repository • adds the new name in the repository • The two history trees are disconnected
Subversion • Open Source Project http: //subversion. tigris. org/project_packages. html • Based on CVS • Subversion interface and features similar to CVS • Commands: checkout, add, delete, commit, diff • Differences to CVS • Version controlled moving, renaming, copying of files and directories • Version controlled metadata of files and directories • Server Options • Standalone installation • Integrated into the Apache webserver • The time for branch management is independent of the size of the system (CVS creates physical copies of the files, Subversion uses only tags).
Subversion Model (UML Class Diagram) User 1 1 Working Copy * * Controlled Item ancestor * Revision Directory File * 1 copy Similar functionality than CVS File renaming/moving is controlled Global version numbers Branches and tags are copies Repository 1 * *
SVN Global Revision Number Scheme The global revision number applies to the entire tree The revision number is increased for each check in, regardless of the extent of the changes.
Renaming in Subversion editor 3 editor 4 my. Editor 5 svn rename editor my. Editor • subversion treats the name of a configuration item as an attribute • Name changes are dealt the same as a content change • There is a single history tree • Renaming conflicts (two users renaming the same file at the same time) are detected
Copying in Subversion editor 3 editor 4 editor 6 svn copy editor my. Editor 5 • Subversion tracks copies in a similar way than renaming. • The history of a configuration item includes the history of the original it was copied from. • Copies are cheap, differences (i. e. , the name change) are stored. • Branches in subversion are simple copies.
Tasks for Configuration Managers Define configuration items Define promote /release policies
Change Policies • The purpose of change policies is to guarantee that each promotion or release conforms to commonly accepted criteria. • Examples for change policies: “No developer is allowed to promote source code which cannot be compiled without errors and warnings. ” “No baseline can be released without having been beta -tested by at least 500 external persons. ”
Controlling Changes Two types of controlling change: • Promotion: The internal development state of a software is changed. • Release: A changed software system is made visible outside the development organization. Promotion Policy Developer Promotion Release Policy Master Directory Software Repository User Release Approaches for controlling change (Change Policy): • Informal (good for research type environments and promotions) • Formal approach (good for externally developed CIs and for releases)
Terminology: Version vs. Revision • Release: The formal distribution of an approved version • Version: An initial release or re-release of a configuration item associated with a complete compilation or recompilation of the item. Different versions have different functionality • Revision: Change to a version that corrects only errors in the design/code, but does not affect the documented functionality.
Tasks for Configuration Managers Define configuration items Define promote /release policies Define activities and responsibilities
Define Activities and Responsibilities Configuration Item Identification Configuration Control Configuration Status Accounting Configuration Audits and Reviews Interface Control
Configuration Control • Defines the following steps • How to identify the need for a change (layout of change request form) • Analysis and evaluation of a change request • Approval or disapproval of a request • Verification, implementation and release of a change
Change Request • Specifies the procedures for requesting a change to a baselined configuration item and the information to be documented: • Name(s) and version(s) of the configuration item(s) where the problem appears • Originator’s name and address • Date of request • Indication of urgency • The need for the change • Description of the requested change
Evaluation of a Change • Specifies the analysis required to determine the impact of proposed changes and the procedure for reviewing the results of the analysis.
Change Approval or Disapproval • Describes the organization of the configuration control board (CCB) • Can be an individual or a group • Multiple levels of CCBs are also possible, depending on • In small development efforts one CCB level is sufficient • Also indicates the level of authority of the CCB and its responsibility • In particular, it must be specified when the CCB is invoked.
Implementing Change • Specifies the activities for verifying and implementing an approved change • A completed change request must contain this information: • The original change request(s) • The names and versions of the affected configuration items • Verification date and responsible party • Identifier of the new version • Release or installation date and responsible party.
Implementing Change (cont’d) • Specifies also activities for Archiving completed change requests Planning and control of releases How to coordinate multiple changes How to add new configuration items to the configuration • How to deliver a new baseline. • •
Configuration Status Accounting • Answers the following questions: • What elements are to be tracked and reported for baselines and changes? • What types of status accounting reports are to be generated? What is their frequency? • How is information to be collected, stored and reported? • How is access to the configuration management status data controlled?
Configuration Audits and Reviews • Identifies audits and reviews for the project • An audit determines for each configuration item if it has the required physical and functional characteristics • A review is a management tool for establishing a baseline.
Configuration Audits and Reviews (cont’d) • For each audit or review the plan has to define: Objectives The Configuration Items under review The schedule for the review Procedures for conducting the review Participants by job title Required documentation Procedure for recording deficiencies and how to correct them • Approval criteria. • •
Tasks for Configuration Managers Write the SCMP Define configuration items Define promote /release policies Define activities and responsibilities
Outline of the Lecture ü Purpose of Software Configuration Management (SCM) ü Some Terminology ü Software Configuration Management Activities • Outline of a Software Configuration Management Plan • Build and Release Management • Continous Integration
Software Configuration Management Planning • Software configuration management planning starts during the early phases of a project • The outcome of the SCM planning phase is the Software Configuration Management Plan (SCMP) which might be extended or revised during the rest of the project • The SCMP can either follow a public standard like the IEEE 828, or an internal (e. g. company specific) standard.
The Software Configuration Management Plan • Defines the types of documents to be managed and a document naming scheme • Defines who takes responsibility for the configuration management procedures and creation of baselines • Defines policies for change control and version management • Describes the tools which should be used to assist the configuration management process and any limitations on their use • Defines the configuration management database used to record configuration information.
Outline of a Software Configuration Management Plan (SCMP, IEEE 828 -2005) 1. Introduction • Describes the Plan’s purpose, scope of application, key terms, and references 2. SCM management (WHO? ) • Identifies the responsibilities and authorities for managing and accomplishing the planned SCM activities 3. SCM activities (WHAT? ) • Identifies all activities to be performed in applying to the project 4. SCM schedule (WHEN? ) • Establishes required coordination of SCM activities with other activities in the project 5. SCM resources (HOW? ) • Identifies tools and physical and human resources required for the execution of the Plan 6. SCM plan maintenance • Identifies how the Plan will be kept current while in effect
SCMP Section 1: Introduction • Overview description of the software project • Identification of the software CI(s) to which SCM will be applied • Identification of other software to be included as part of the Plan (e. g. , support or test software) • Relationship of SCM to the hardware or system configuration management activities for the project • The degree of formality, depth of control, and portion of the software life cycle for applying SCM on this project • Limitations, such as time constraints, that apply to the Plan • Assumptions that might have an impact on the cost, schedule, or ability to perform defined SCM activities (e. g. , assumptions of the degree of customer participation in SCM activities or the availability of automated aids).
SCMP Section 2: SCM management 2. 1 Organization • Organizational context (technical and managerial) within which the configuration management activities are implemented 2. 2. Responsibilities • List name or job title of people how perform activities • For each board, list • purpose and objectives • membership and affiliations • period of effectivity • scope of authority • operational procedures 2. 3. Applicable policies, directives and procedures: • External constraints placed on the SCMP.
SCMP Section 3: SCM activities (1/2) 3. 1 Configuration identification • Identify configuration items (events, items, procedures) • Name configuration items (unique identifiers) • Acquiring configuration items (physical procedures) 3. 2. Configuration control • • Requesting changes Evaluating changes Approving or disapproving changes Implementing changes 3. 3. Configuration status accounting • Metrics to be tracked and reported and type of report • Storage and access control of status data
SCMP Section 3: SCM activities (2/2) 3. 4. Configuration evaluation and reviews • At minimum an audit on a CI prior to its release • Defines objective, schedule, procedures, participants, approval criteria etc. 3. 5. Interface control • Coordination of changes to CIs with changes to interfacing items outside of the scope of the Plan 3. 6. Subcontractor/vendor control • Incorporation of items developed outside the project environment into the project CIs 3. 7. Release Management and Delivery • Description of the formal control of build, release and delivery of software products
SCMP Section 4: SCM schedules • Sequence and coordination of SCM activities • Relationship of key SCM activities to project milestones or events, such as • Establishment of configuration baseline • Implementation of change control procedures • Start and completion dates for a configuration audit • Schedule either as absolute dates, relative to SCM or project milestones or as sequence of events • Graphical representations can be used here
SCMP Section 5: SCM resources • Identifies environment, infrastructure, software tools, techniques, equipment, personnel, and training • Key factors for infrastructure: functionality, performance, safety, security, availability, space requirements, equipment, costs, and time constraints • Identify which tools etc. are used in which activity
SCMP Section 6: SCM plan maintenance • This section answers the following questions • Who is responsible for monitoring the Plan • How frequently updates are to be performed • How changes to the Plan are to be evaluated and approved • How changes to the Plan are to be made and communicated • Also includes history of changes made to the plan
Tailoring the SCMP • The IEEE standard allows quite a bit flexibility for preparing an SCMP • The SCMP may be • tailored upward: • to add information • to use a specific format • tailored downward • Some SCMP components might not apply to a particular project. • Always state the reasons for diverting from the standard in the Introduction • It is not possible to omit any of the six major classes of information
Conformance to IEEE Standard 828 -2005 • Presentation format & Minimum information • A separate document or a section embedded in another document titled “Software Configuration Management Plan” • Consistency Criteria: • All activities defined in the Plan shall be assigned to an organizational unit. • All activities defined shall have resources identified to accomplish the activities. • All CIs identified in the Plan shall have defined processes for baseline establishment and change control. • If the above criteria are met, we can write: “This SCM Plan conforms with the requirements of IEEE Std 828 -2005. ”
Example SCM Plans (from IEEE 1042. 1987 Guide) Life-cycle Phase Project Type Size SCM Tools Life Span A Development Critical Medium Advanced Short Writing Character of Project Highly Structured Complex system contracted to another company Informal Small software development project B Concept C Maintenance Prototype Support Software Small Commercial Short Full Life-Cycle Large On-line Small Full Integrated Life-Cycle D All Basic Structured Informal SCMP used by organization using contracted SW Development of embedded applications
Tasks for Configuration Managers (Summary) SCMP following the IEEE 828 -2005 standard Define configuration items Define promote /release policies Define activities and responsibilities Set up configuration management system
SCMP Homework • Write a Software Configuration Management Plan (SCMP) that conforms with the requirements of IEEE Std 828 -2005 for the project of your choice • Add this to the SPMP to the project of your choice (SPMP Homework)