Software configuration management : a clear case for IBM Rational ClearCase and ClearQuest UCM / Ueli Wahli ... [et al.].

Format:

Book

Contributor:

International Business Machines Corporation. International Technical Support Organization.

Wahli, Ueli.

Series:

IBM redbooks.

Redbooks

Language:

English

Subjects (All):

Software configuration management.

Rational Clearcase.

Physical Description:

xxiv, 368 p. : ill.

Edition:

1st ed.

Place of Publication:

Research Triangle Park, N.C. : IBM, c2004.

Language Note:

English

System Details:

text file

Summary:

This IBM Redbook describes configuration management in general and how it is implemented in the Rational products ClearCase and ClearQuest. The target audience for this redbook is anyone considering a software configuration management (SCM) solution, and in particular, project managers and configuration management leaders responsible for medium and large UCM deployments. In Part 1 we introduce the general concept of software configuration management (SCM), and why software asset and lifecycle management is good business. We describe an SCM strategy that leads to the ClearCase and ClearQuest products. In Part 2 we provide the details for planning and implementing SCM using a ClearCase environment, focusing on the test environment, network, servers, and clients. In Part 3 we introduce ClearQuest, its terminology, the roles and responsibilities of the different types of users, and the infrastructure required for a UCM environment. We also provide the details for planning and implementing ClearQuest. In Part 4 we introduce unified change management (UCM) using ClearCase UCM and ClearQuest, including design considerations for an effective UCM implementation, and how UCM is used to manage complexity by raising the level of abstraction. In Part 5 we describe how to do parallel development in multiple geographical locations using ClearCase and ClearQuest MultiSite, including detailed procedures for planning and implementing MultiSite for a UCM environment.

Contents:

Front cover

Contents

Notices

Trademarks

Preface

The team that wrote this redbook

Become a published author

Comments welcome

Part 1 Introduction to SCM

Chapter 1. The quest for software lifecycle management

Stories from the wild

Software asset management

Better software configuration management means better business

Seven keys to improving business value

Safety

Stability

Control

Auditability

Reproducibility

Traceability

Scalability

Good SCM is good business

Chapter 2. Choosing the right SCM strategy

The questions

A version control strategy

Delta versioning

A configuration control strategy

A process management strategy

A problem tracking strategy

Chapter 3. Why ClearCase and ClearQuest

Introduction

IBM Rational Team Unifying Platform

IBM Rational ClearCase

ClearCase LT

ClearCase

ClearCase MultiSite

Unified Change Management

IBM Rational ClearQuest

Chapter 4. Mapping and terminology of the IBM Rational product set

Mapping of the IBM Rational product set to SCM areas

Base ClearCase

ClearQuest

ClearCase UCM

ClearCase UCM + ClearQuest

Terminology

Basic terminology

Element

Version

Versioned object base

Views

Checkout model

Base ClearCase terminology

Branch

Version label

Configuration specification

UCM terminology

Project

Component

Activity

Work areas and streams

Baselines

ClearQuest terminology

Schemas

Schema repositories

User databases

Database sets and connections

State transition model

Chapter 5. Planning for software configuration management

Planning for ClearCase and ClearQuest

Writing an SCM plan

Purpose

Scope

Definitions, acronyms, and abbreviations

References

Overview

The SCM framework.

Organization, responsibilities, and interfaces

Tools, environment, and infrastructure

Administration and maintenance

The SCM process

Configuration identification

Configuration and change control

Configuration status accounting

Milestones

Training and resources

Subcontractor and vendor software control

Rules for the road

Why projects fail and succeed

Roadmap

Where are we?

Step 1: Establish the current state of your SCM systems

Where are we going?

Step 2: Develop high-level future SCM goals

Step 3: Decide upon Base ClearCase or UCM

Step 4: Understand the terminology

Step 5: Do the deployment planning

How do we get there?

Step 6: Set up the environment

Step 7: Define roles, responsibilities, and policies

Step 8: Install and configure

Step 9: Rollout to end-users

Step 10: Integrate with other development environments

Step 11: Be prepared for change

Strategies for getting started

Start now

Manage expectations

Involve the end users and other stake holders early

Start small but keep an eye on what is next

Expect to iterate

Start now (again)

Part 2 Implementing ClearCase

Chapter 6. Planning for ClearCase

Roles and responsibilities

Education and training

ClearCase environment overview

Networkwide release host

ClearCase LT hosts

ClearCase hosts

Define your SCM infrastructure

Right sizing your network

Right sizing your servers

Supported architectures

Supported platforms for ClearCase Web servers and interface

Platform requirements for ClearCase mainframe connectors

Supported file systems

VOB server

Processor capacity

Physical memory

Disk capacity

Network interface

Improving VOB server performance

View server

Build server

Client hosts

Some words on RAID levels

Review security policies.

Administration and maintenance

Backup strategies

VOB and view backup tools requirements

VOB backup strategies

View backup strategies

Registry backup strategies

Software planning

License management

Base ClearCase or ClearCase UCM

Basic software requirements

Required operating system patches

Additional software tools

Sources of information

Chapter 7. Setting up ClearCase

Setting up a playground environment

The playground

Moving on to a serious test environment

Minimal test environment

Setting up your environment

Network infrastructure

Setting up ClearCase

Servers first

Server connections

Registry server

ClearCase registry

ClearCase region

Accessing VOBs or views from another region

ClearCase registry services in a nutshell

License server

VOB and view servers

About sizing of a server

Prepare for change

Changing the license server

Changing the registry server

Moving a VOB to another server

Moving a view to another server

Relocating the release area

UNIX servers and Windows clients

SMB (CIFS) on the UNIX server

NFS in the clients

NAS or SAN for storage areas

Use of snapshot views

Clients

Client for Samba or TAS specials

Handling the 04:30am storm

Backup and recovery

VOBs

Registry

License and var

Release area

Restore

MultiSite as backup

Standard maintenance

Disaster recovery for ClearCase

Migrating code into ClearCase

Rollout to users

Training

Hands-on

Staging

Successful rollout

Get help

Part 3 Implementing ClearQuest for UCM

Chapter 8. Planning for ClearQuest

Background

What is ClearQuest?

Schemas, repositories, databases, and other terms

How ClearQuest works

Roles and responsibilities in ClearQuest

ClearQuest administrator.

Schema designer

Database administrator

Architect or project manager

Designer or engineer

Tester

Change control board

Requester

User

Submitter

Project lead

ClearQuest infrastructure

General issues and the code page

ClearQuest database server (vendor database server)

ClearQuest MultiSite shipping server

Administration client

ClearQuest Web server

ClearQuest server

ClearQuest (native) clients

ClearQuest Web client

ClearQuest mail

Disk space provider

Planning the infrastructure

Planning the process

Planning the installation

Estimating storage for installation

Estimating database size

Chapter 9. Setting up ClearQuest

Plan your environment

Have a test environment

Reasons to have a test environment

Start it now

Database server

Set up the database server

Set up and test backup and recovery routines

Disaster recovery for ClearQuest

Installation

Who will take part

Train for change

Successful rollouts

Example 1: The big bang

Example 2: Step by step

Part 4 Implementing Unified Change Management

Chapter 10. Implementing UCM

UCM background

UCM objects

UCM lifecycle

UCM policies

UCM ClearQuest integration

UCM schemas

Enabling ClearQuest integration

UCM change request workflow

UCM process policies

UCM design overview

UCM configuration component design

Defining component scope

Managing component sets and hierarchies

Managing component reuse

Implementing components

Component design constraints

UCM project design

Project organization

Project design constraints

UCM stream design

Private development streams

Single-stream projects

Shared-stream projects

Stream hierarchies.

Projects versus streams

Special-purpose streams

Slightly-parallel development

Physical VOB definition

Baseline naming conventions

Integrating ClearQuest with UCM

UCM with and without ClearQuest

Customizing the change management lifecycle

ClearQuest UCM policy customization

Defining parent-child activities

ClearQuest security control

Multiple user databases

ClearQuest design constraints

UCM watch list of common design problems

Moving to private streams too early

Moving to private streams too late

Too many UCM projects

Letting streams go stale

Over-complicated state models

Using substreams or new projects

UCM infrastructure

Administrative considerations for UCM

Managing UCM datasets

Manage old views

Project creation process

Managing old objects

Getting started: setting up a UCM playground

Playground overview

Step 1-Infrastructure setup

Set up an account on developerWorks

Collect installation prerequisites

Download the latest ClearCase software

Turn off any virus scanning software

Install the Microsoft Loopback Adapter

Install ClearCase

Step 2-Establish UCM repositories and components

Create storage locations for VOBs and views

Create a VOB, view, and a couple of components

Step 3-Create a UCM project

Step 4-Walk through the standard UCM development lifecycle

Step 5-Install ClearQuest and create a data set

Fetch ClearQuest software and license

Install the Rational license server and ClearQuest

Create a ClearQuest data set

Set the code page for the data set

Document the ClearQuest database definitions

Step 6-Integrate the UCM project with ClearQuest

Converting activity records to UCM

Creating activities in a ClearQuest-enabled project

Next steps

Additional information

Chapter 11. Managing complexity.

Building software is not like building bridges.

Notes:

"This edition applies to IBM Rational ClearCase and MultiSite Version 2003.06.00 and IBM Rational ClearQuest and MultiSite Version 2003.06.00. Some information about Version 06.13 is included."

"December 2004."

Includes bibliographical references and index.

OCLC:

932363720