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Configuration

 

 

 

 

 

 

 

 

 

 

 

Configuration

Management Guidelines
Configuration Management Guidelines

 

 

Table of Contents

 

CM_Guidelines : Configuration Management Guidelines. 3

1.0           Revision History. 3

2.0           Purpose. 3

3.0           CM Environment 3

4.0           CM Tools. 3

5.0           SW Folder Structure. 3

6.0           Criteria to define configurable and Non Configurable items. 3

7.0           PM... 3

8.0           PR.. 3

9.0           PD.. 3

10.0         CM... 3

11.0         QA.. 3

12.0         Baselining Criteria. 3

13.0         Backup & Recovery Procedure. 3

14.0         Retention Procedure. 3

 

 


CM_Guidelines : Configuration Management Guidelines

 

1.0        Revision History

 

Version

Date

Author

Summery of changes

CR #

Reviewed by(Date)

Approved by(Date)

0.1

24/6/2009

Wael Nady

Initial Version

 

Karim Sameh

 

0.2

1/7/2009

Wael Nady

Update CN&NCI and backup

 

Karim Sameh

 

0.3

2/07/2009

Wael Nady

 

 

Karim Sameh

 

0.4

5/7/2009

Wael Nady

Add PD&QA to CI&NCI

 

Karim Sameh

 

0.5

12/8/2009

Wael Nady

Update headers, footers and CI repository

 

Karim Sameh

 

0.6

17/08/2009

Wael Nady

Sallay updates

 

Karim Sameh

 

0.7

4/9/2009

Wael Nady

Add missing PM CI

 

Karim Sameh

 

 

2.0        Purpose

The following guidelines should be referred to when carrying out activities for the Configuration Management:

CM will conduct the environment for the project including Hardware and Software and manage backups

 

3.0        CM Environment

 

CM Environment.JPG

 

  • Program (project) data will be placed on a server within ritsol premises

 

 

 

 

 

 

4.0        CM Tools

VSS is used as standard configuration management tool

 

5.0        SW Folder Structure

 

project name

│   ├───baseline

│   │   ├───CM

│   │   │   ├───Baseline_Release_Report

│   │   │   ├───Change_Log

│   │   │   ├───Change_Request

│   │   │   ├───Configuration_Management_Plan

│   │   │   ├───Functional_Configuration_Audit

│   │   │   ├───Physical_Configuration_Audit_Report

│   │   │   └───Status_Accounting_Report

│   │   ├───PD

│   │   │   ├───Architectural_Design

│   │   │   ├───Defect_Summary

│   │   │   ├───Detailed_Design

│   │   │   ├───Product_Development_Plan

│   │   │   ├───Product_Release_Form

│   │   │   ├───Requirmenet_Elicitation_Plan

│   │   │   ├───Requirments_Management

│   │   │   ├───Software_Requirements_Specification

│   │   │   ├───System_Installation_Plan

│   │   │   ├───Test_Case_Template

│   │   │   ├───Test_Plan_Template

│   │   │   └───Test_Procedure_Template

│   │   ├───PM

│   │   │   ├───Porject_Closure_Report

│   │   │   ├───Project_Management_Plan

│   │   │   ├───Project_Tracking

│   │   │   ├───Risk_Management

│   │   │   ├───Senior_Management_Review

│   │   │   ├───Statement_Of_Work

│   │   │   └───WBS_Estimation_Form

│   │   ├───PR

│   │   │   ├───Defect_Summary_Report_Form

│   │   │   ├───Reviewing_Checklist_Template

│   │   │   └───Review_Planning_Form

│   │   └───QA

│   │       ├───Audit_Report_Template

│   │       ├───Escalation_Report_Form

│   │       ├───Non-Compliance_and_Corrective_Action_report

│   │       ├───Quality_Assurance_Plan_Template

│   │       ├───Status_Report_Form

│   │       └───Work_Product_Audit_Checklist

│   └───working folder

│       ├───CM

│       │   ├───Baseline_Release_Report

│       │   ├───Change_Log

│       │   ├───Change_Request

│       │   ├───Configuration_Management_Plan

│       │   ├───Functional_Configuration_Audit

│       │   ├───Physical_Configuration_Audit_Report

│       │   └───Status_Accounting_Report

│       ├───PD

│       │   ├───Architectural_Design

│       │   ├───Defect_Summary

│       │   ├───Detailed_Design

│       │   ├───Product_Development_Plan

│       │   ├───Product_Release_Form

│       │   ├───Requirmenet_Elicitation_Plan

│       │   ├───Requirments_Management

│       │   ├───Software_Requirements_Specification

│       │   ├───System_Installation_Plan

│       │   ├───Test_Case_Template

│       │   ├───Test_Plan_Template

│       │   └───Test_Procedure_Template

│       ├───PM

│       │   ├───Porject_Closure_Report

│       │   ├───Project_Management_Plan

│       │   ├───Project_Tracking

│       │   ├───Risk_Management

│       │   ├───Senior_Management_Review

│       │   ├───Statement_Of_Work

│       │   └───WBS_Estimation_Form

│       ├───PR

│       │   ├───Defect_Summary_Report_Form

│       │   ├───Reviewing_Checklist_Template

│       │   └───Review_Planning_Form

│       └───QA

│           ├───Audit_Report_Template

│           ├───Escalation_Report_Form

│           ├───Non-Compliance_and_Corrective_Action_report

│           ├───Quality_Assurance_Plan_Template

│           ├───Status_Report_Form

│___________└───Work_Product_Audit_Checklist

 

 

 

6.0        Criteria to define configurable and Non Configurable items

CIs Criteria

   Any item needs to apply change management process when making changes to it (examples: SRS, Design documents…).

   CIs usually are critical items and organization wants to make sure that no unauthorized changes happen to it. This includes items to be delivered to customers and shared technical documents that are used for further development.

 

NCIs Criteria

   Any item rather than CIs is considered NCI.

 

 

 

7.0        PM

 

CI 

Naming Convention

Repository

Access Rights

Schedule

Project name_PM_ Schedule.doc

\\ritsol\project name\working folder\PM

PM (RW)

ALL (R)

Statement Of Work

Project name_PM_Statement_Of_ Work_Template.doc

\\ritsol\project name\working folder\PM

PM (RW)

ALL (R)

Project Management Plan

Project name _PM_Project_ Management_Plan_Template.doc

\\ritsol\project name\working folder\PM

PM (RW)

Where R stands for Read access and W stands for write access.

 

 

NCI 

Naming Convention

Repository

Access Rights

Minutes Of Meeting

Project name _PM_MOM_Form.xls

\\ritsol\project name\working folder\PM

PM (RW)
ALL (R)

Project Closure Report

Project name _PM_Project_Closure_ Report_Template.doc

\\ritsol\project name\working folder\PM

PM (RW)
ALL (R)

Project Tracking

Project name _PM_Project _Tracking.xls

\\ritsol\project name\working folder\PM

PM (RW)
PDM (R)

Risk Management Form

Risk_Management_Form

\\ritsol\project name\working folder\PM

PM (RW)
PDM (R)

Senior Management Review Template

Senior_Management_Review_Template

\\ritsol\project name\working folder\PM

PM (RW)
PDM (R)

WBS Estimation Form

WBS_Estimation_Form

\\ritsol\project name\working folder\PM

PM (RW)
PDM (R)

Where R stands for Read access and W stands for write access.

 

 

8.0        PR

 

CI 

Naming Convention

Repository

Access Rights

Peer Review Plan

Project name_PR_Review_Planning _Form_V1.1.xls

\\ritsol\project name\working folder\PR

PR (RW)

PM (R)

PD (R)

Where R stands for Read access and W stands for write access.

NCI 

Naming Convention

Repository

Access Rights

Defect Summary Report

Project name _PR_Defect_ Summary_Report_Form_V1.1.xls

\\ritsol\project name\working folder\PR

PR (RW)

PM (R)

PD (R)

Reviewing Checklist

Project name _PR_Reviewing_ Checklist_Template_V1.1.doc

\\ritsol\project name\working folder\PR

PR (RW)

PM (R)

PD (R)

Where R stands for Read access and W stands for write access.

 

9.0        PD

 

CI 

Naming Convention

Repository

Access Rights

Product Development Plan

Project name _PD_Product_Development _Plan_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

Product Release Form

Project name _PD_Product_Release_ Form_V1.1.xls

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

Requirement Elicitation Plan

Project name _PD_Requirmenet_ Elicitation_Plan_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

Requirements Management

Project name _PD_Requirments_ Management_Form_V1.1.xls

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

Software Requirements Specification

Project name _PD_Software_ Requirements_Specification_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

ALL (R)

Test Plan Template

Project name _PD_Test_Plan_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)

PD (RW)

Detailed Design

Project name _PD_Detailed _Design_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)
PD (RW)

ALL (R)

Architectural  Design

Project name _PD_Architectural _Design_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)
PD (RW)

ALL (R)

Where R stands for Read access and W stands for write access.

 

 

NCI 

Naming Convention

Repository

Access Rights

Defect Summary

Project name _PD_Defect_Summary _Report_V1.1.xls

\\ritsol\project name\working folder\PD

PM (R)

PR (R)
PD (RW)

ALL (R)

System Installation Plan

Project name _PD_System_ Installation_Plan_Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)
PDM (RW)

CM (R)

Test Case Template

Project name _PD_Test_Case_ Template_V1.1.doc

\\ritsol\project name\working folder\PD

PM (R)

PD (R)
ALL (R)

Where R stands for Read access and W stands for write access.

 

 

 

10.0    CM

 

CI 

Naming Convention

Repository

Access Rights

Configuration Management Plan

Project name _CM_Configuration_ Management_Plan_Template_V1.1.doc

\\ritsol\project name\working folder\CM

CM (RW)
PM (RW)

ALL (R)

NCI 

Naming Convention

Repository

Access Rights

Change Request Form

Project name _CM_Change_ Request_Form_V1.1.doc

\\ritsol\project name\working folder\CM

CM (RW)
PDM (RW)

ALL (R)

Change Log Form

Project name _CM_Change_Log _Form_V1.1.xls

\\ritsol\project name\working folder\CM

CM (RW)
PDM (RW)

ALL (R)

Baseline Release

Project name _CM_Baseline_Release _Report_Form_V1.1.doc

\\ritsol\project name\working folder\CM

CM (RW)

ALL (R)

Functional Configuration Audit

Project name _CM_Functional_ Configuration_Audit_Report_Template_V1.1.doc

\\ritsol\project name\working folder\CM

CM (RW)
PM (RW)

Physical Configuration Audit

Project name _CM_Physical_ Configuration_Audit_Report_Template_V1.1.doc

\\ritsol\project name\working folder\CM

CM (RW)
PM (RW)

Status Accounting

Project name _CM_Status_ Accounting_Report_V1.1.doc

\\ritsol\project name\working folder\CM

PM (RW)
PDM (RW)

ALL (R)

Where R stands for Read access and W stands for write access.

 




11.0    QA

 

CI 

Naming Convention

Repository

Access Rights

Quality Assurance Plan

Project name _QA_Quality_ Assurance_Plan_Template_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

PM (R)

Where R stands for Read access and W stands for write access.

 

NCI 

Naming Convention

Repository

Access Rights

Audit Report

Project name _QA_Audit_Report _Template_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

 

Escalation Report

Project name _QA_Escalation Report_Form_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

PM (R)

PD (R)

Non Compliance and Corrective Action

Project name _QA_Non-Compliance_and_Corrective_Action_Report_Form_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

PM (R)

PD (R)

Status Report

Project name _QA_Status _Report_Form_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

 

Work Product

Project name _QA_Work_Product _Audit_Checklist_Template_V1.1.doc

\\ritsol\project name\working folder\QA

QA (RW)

 

 

 

 

 

12.0    Baselining Criteria

Project Baseline shall be planned and created as per the following criteria:

·         Project phase end

·         After Change request implementation

 

13.0    Backup & Recovery Procedure

·         For all projects, backup will be taken for VSS folder on weekly basis, and backup shall be kept on RITSOL server and another backup will be taken on DVDs Monthly.

·         To restore a backup, requester shall send an email to his direct manager and project manager and carbon copy to the configuration controller. After their approval, configuration controller shall restore the backup and notify the requester, requester’s direct manager and project manager. Records for all the above email shall be kept under project communication folder.

 

14.0    Retention Procedure

·         The projects will be kept under <RITSOL2> server for two years then it will be archived into DVDs and kept at SM office.

 

 

 

Quality Management System (QMS)