01-Establishing CM Environment Procedure

Purpose

The purpose of this procedure is to establish the configuration management system includes the storage media, system, and the tools for accessing the configuration system. The procedure, when performed, produces the required infrastructure for the overall development project.

Inputs

No	Input	Coming from/Output Of
1.	Mission	Strategy
2.	Project repository	Relevant project teams and planning methodology

Activities

No	Activity	Responsible	Input	Output	Temp /Solution
1.	Define the configuration controller responsible for managing repositories and authorities	DM	Infra	Defined CC
2.	Install the CM environment according to the lifecycle model and work products repository definition.	CC	Approved Project	TFS Environment[1]	TFS/AzureDevOps
3.	Create a project repository for the Release	CC	Approved Project	TFS Repo releases	TFS/AzureDevOps
4.	Create project repository for Iterations	CC	Approved Project	TFS iterations	TFS/AzureDevOps
5.	Create required reports filters for: - Issues - Bugs - User stories - Tasks	CC	Approved Project		TFS/AzureDevOps
6.	Create access credentials for repository users	CC	TFS,SQL	TFS,SQL	TFS/AzureDevOps
7.	Create the initial project repository structure and document results. Each repository should include the following: 1. Plans 2. Data 3. Requirements 4. Models 5. Source-Code With facility to add/remove folders	CC	Installed CM System	Created Repository	TFS/AzureDevOps
8.	Create required queries for the REPO like: · Opened issues: represent the bug report details · Opened Tasks: represent the remaining project tasks
9.	Create configuration management required queries and areas. Visit the Audit checklist for more details.
10.	Create required charts (dashboards) for the created queries in order to have a clear insight like: · Issues responsibilities across the team · Rework-Issues across the team, you can create a work area for the rework, and one for the production. · Issues statuses across the team	CC	Approved Project	Established Access for SQL
11.	Create project physical boards: · Task boards timeline and progress · Bugs board timeline and progress	CC	Approved Project	Established Access for SQL
12.	Create SQL database for UML Models	CC	Approved Project	Established Access for SQL	SQL Server
13.	Execute SQL script provided by SparxSystems on the models database	CC	Approved Project	Established Access for SQL	SQL Server
14.	Connect to the Mentioned Database using Server connection with sql provider for ODBC or Ado connection	CC	Approved Project	Established Access Mechanisms	SQL Server
15.	Migrate old models to the new one if found	CC	Approved Project	Established Access Mechanisms	SQL Server
16.	Send database access to the relevant stakeholders	CC	Approved Project	Established Access Mechanisms	Mail
17.	Create backup jobs for all repositories	CC	Approved Project	TFS,SQL,Beyond	SQL Server, TFS/AzureDevOps
18.	Establish the initial access rights and mechanisms to satisfy the required access and document results.	CC	Approved Project	Established Access Mechanisms	SQL Server , TFS/AzureDevOps
19.	Test CM Environment for CRUD and document results.	CM Environment User	Updated Established Environment	Updated Established Environment	SQL Server, TFS/AzureDevOps
20.	Establish Slack repo for the team collaboration, in order to be used across the team from: https://www.slack.com/	CCB	Updated Established Environment	Updated Established Environment	SQL Server, TFS/AzureDevOps
21.	Notify Scrum Master/PO by the repository information.	CC	Updated Established Environment	Notification	Mail

Outputs

No	Output	Going To/Input Of
1	Initial CM Environment

02-Planning Procedure

Purpose

The objective of the CM planning procedure is to develop required guidance for the deployment of the configuration management procedures. This procedure involves the identification of the project configuration controller, developing the CM plan and ensuring its integration with the overall project plan.

Inputs

No	Input	Description
1	Partial PMP

Activities

No	Activity	Responsible	Input	Output	Temp/Solution
1.	Determine the CM organization [participants in CM] and structures [CM hierarchy].	Scrum Master & CC	Approved Partial PMP	Identified Organization and Structure	TFS/ AzureDevOps
2.	Determine the CCB and CCB Moderator	Scrum Master & CC	Identified Organization and Structure	Indemnified CCB	TFS/AzureDevOps
3.	Determine roles and responsibilities per project.	Scrum Master & CC	Identified Organization and Structure	Identified Roles and Responsibilities	TFS/AzureDevOps
4.	Determine the detailed project repository structure.	CC	Approved Partial PMP	Identified Project and Responsibility Structure	TFS/AzureDevOps
5.	Determine criteria for selecting CI.	CC	Approved Partial PMP	Identified criteria for selecting CI	CM_Configuration_Management_Plan_Template
6.	Determine the CI's and work products and its naming conventions.	CC with project stakeholders	Identified Project and Responsibly Structure	Initial CIs List And Identified Naming Conventions	CM_Configuration_Management_Plan_Template
7.	Determine CI Level of Control.	CC	Approved Partial PMP	Determined Level of Control
8.	Determine versioning convention of the files. As example, version x, y; when to increment x and when to increment y.	CC	Approved Partial PMP	Determined Versions of Work product.	CM_Configuration_Management_Plan_Template
9.	Determine baselines and its types during the project and baselining criteria.	Scrum Master & CC	Approved Partial Plan	Identified Baselines types and Criteria	CM_Configuration_Management_Plan_Template
10.	Determine the change management evaluation mechanism.	Scrum Master & CC	Approved Partial PMP	Identified Evaluation Mechanism	CM_Configuration_Management_Plan_Template
11.	Determine the change decision taking mechanism.	Scrum Master & CC	Approved Partial PMP	Identified Decision Mechanism	CM_Configuration_Management_Plan_Template
12.	Determine the reporting mechanism and frequency to the Scrum master/product owner.	CC	Approved Partial PMP	Identified Reporting Mechanism	CM_Configuration_Management_Plan_Template
13.	Determine the access control permissions.	CC	Identified Data	Identified Permissions	CM_Configuration_Management_Plan_Template
14.	Determine data retention rules.	Scrum Master & CC	Identified Data	Identified Retention	CM_Configuration_Management_Plan_Template
15.	Determine backups and recovery policies, data and plan.	Scrum Master & CC	Identified Data	Identified Backups and Recovery Plan	CM_Configuration_Management_Plan_Template
16.	Determine the maintenance during the project, the maintenance criteria and maintenance schedule.	Scrum Master & CC	Identified Data	Identified Maintenance Plan	CM_Configuration_Management_Plan_Template

Outputs

No	Output	Going To/Input Of
1	Approved Configuration Management Plan

Implementation Guidelines

S#	Guidelines
1.	From here, we can call the establishing activity.
2.	CI is the work product that identifies the project characteristics. Like requirements documents, analysis documents. Therefore, we cannot change it after base lining without a level of approval throw change request. CMMI ref page 192 Ex: Products that are delivered to the customer, work products that affect the production and planning. Alternatively, work product shared for many groups. CI's sample : PMP, requirements, code, documentation and models, etc.
3.	In other meaning How will you evaluate the changes in requirements?
4.	Ex: Voting, questionnaire values
5.	In other meaning when you will truncate the CM history

03-Baselining Procedure

Purpose

The purpose of this procedure is to produce baselines from the identified CI's. The procedure, when performed, ensures the existence and existence’s announcement of the baselines that will be considered as a starting point for further development phases in the product development life cycle. The quality of the baseline is completely dependent on the functional and physical audits done before the baselining.

Inputs

	Input	Coming from/Output Of
1	Approved Configuration Management Plan	CM_Planning_Procedure
2	CM Environment	CM_Establishing_CM_Environment_Procedure
3	Current version of the CI list	Continuously updated during the working in the CM_Maintaining_CM_Environment_Procedure
4	Current version of the RTM	Continuously updated during the working in the PD_Process Procedures
5	NC Database	QA_Execution and follow up

Activities

No	Activity	Responsible	Input	Output	Temp/Solution
1.	Assure that Quality audits[2] had been conducted on the reviewed process or work product for the audit period	CC	QA NC database	Go/No go decision
2.	Confirm readiness of all CI's for baselining and freeze processes before baselining.	CCB	CI's	Confirmation
3.	Conduct functional audits to find the integrity between the plans, requirements and relevant work products. The functional audits focus only on the finished activities in the plan. You can assure it by the following points: · Make sure all CI's are consistent by achieving the scope of the requirements. · Review the source safe history and assure that the related work products are affected only by CR by showing the difference between the new version and the old one from version history. · For document and excel sheets, use the compare and merge facility to assure that changes is only related to the CR. · For releases: Assure that major defects are solved successfully.	CCB	All Procedure Inputs	Audit Findings	TFS configuration management area
4.	· No opened defects related to the scope of the functional audit.
5.	· No opened defects are related to the baseline do not conflict with baseline creation.
6.	· PR problems does not conflict with the baseline creation.
7.	· QA problems do not conflict with the baseline creation.
8.	Decide to approve or reject the other modifications not related to the CR. You should have an evident to baseline these modifications.	CCB	All Procedure Inputs	Approval or CR
9.	Conduct physical configuration audits to confirm the completeness and integrity of work product under the CM environment by assuring the following points: · All correct CI's versions exist.	CCB	All Procedure Inputs	Audit Findings	TFS CM Area
10.	· All names of folders and files match the standards.	CCB	All Procedure Inputs	Audit Findings	TFS CM Area
11.	Consolidate functional and physical NC's	CCB			TFS CM Area
12.	Send NC's to the work product owner to be solved.	CCB	Audit Findings	Sent NC's	Mail, Query for CM Issues onTFS
13.	Follow-up opened NC's in order to verify that all open issues planned for resolution have been resolved..	CCB	Opened NC's
14.	Create the baseline release report considering CCB comments and show the physical and functional audit.	CC	All Procedure Inputs	Baseline Release Report	Mail, Query for CM Issues on TFS
15.	Create WA baseline[3] for models in order to be used for the future to assess the required effort for change request
16.	Create the physical baseline	CC	Baseline	Archived Baseline and CM Environment	TFS,SQL Server
17.	Announce the baseline and its content to both Scrum Master/Product owner.	CC	Baseline	Baseline Announcement	Email

Outputs

No	Output	Going To/Input Of
1	Approved Baseline
2	Baseline release report

Metrics

Metric	Equation	Accepted Criteria
CR	No. Of change requests
CR%	Cr/(Use cases or story points)	10%
Defect detection efficiency	number of defects detected/ total number of defects
Requirements stability	numb of initial requirements/ total number of requirements

Implementation Guidelines

The baseline should include at least one CI

It should also include the change requests implemented in this baseline.

Base line naming convention should be :

BL_%.

% means incremental number.

Using label facility in VSS in order to baseline the CM

04-Change Control Procedure

Purpose

The purpose of this procedure is to guide the performance of saving changes to any stable work product. The change control procedure starts by raising a change request, and then being evaluated, implemented and verified. The impact of these changes should be estimated and then evaluated at the end of the project at the project closure phase.

Inputs

No	Input	Coming from/Output Of
1	Baseline configurable item	Any procedures

Activities

No	Activity	Responsible	Input	Output	Temp/Solution
1.	Analyze and Study the impact of the required changes [defects or issues] and identify all impacted and affected CIs.	CCB	Understand Case	Impacted CIs	TFS
2.	Estimate the associated change in project size, effort, schedule, cost and quality.	CCB	Understand Case	Estimated Change	TFS
3.	Evaluate the change to make the go/no-go decision (approve/reject).	CCB	Estimated Change and Impacted CIs	Approved/ Rejected Change Request	TFS
4.	Prepare or update the PMP for change request tasks	PO, Scrum Master			TFS
5.	Record the CR in the change log.	CC	Approved/ Rejected Change Request	Recorded Change Request	TFS
6.	If the CR is rejected, then Close change request and return from procedure.	PO, Scrum Master			TFS
7.	If the CR approves, plan for implementing the change and update project size and schedule (this activity may call other procedures) and publish the CR to the relevant stakeholders..	CCB	Approved Change Request	Plan for Implementing The Decision	EA Repo
8.	Get the last baseline before Implementing the change request.	Relevant Stakeholders	CM Environment	Retrieved Last Baseline	EA Repo
9.	Implement change according to the plan (this activity may call other procedures).	Relevant Stakeholders	Plan for Implementing The Decision	Implemented Plan	EA Repo
10.	Model or update the business workflow if needed.	PO, Scrum Master	Updated Work flow		EA Repo
11.	Model or update related requirements and use cases if needed.	PO, Scrum Master	Updated Use Cases		EA Repo
12.	Model or update activity diagram if needed.	PO, Scrum Master	Updated Activity diagram		EA Repo
13.	Model or update class diagram if needed.	PO, Scrum Master	Updated class diagram		EA Repo
14.	Model or update sequence diagram if needed.	PO, Scrum Master			EA Repo
15.	Model or update component and deployment diagram if needed.	PD Rep			EA Repo
16.	Create or update test types related to change if needed.	PD Rep			EA Repo
17.	Verify the implementation of the change by reviewing the status of all impacted CIs And check in the changes to the CM repository.	CCB and CC	Implemented Plan	Verified Change	TFS
18.	Close change if the result of the CR verification is accepted.	CCB	Verified Change	Closed Change	TFS
19.	Baseline configurable item To avoid any changes in any none-impacted CIs do the following steps: 1. Get the last baseline for all CIs (with Make writable option) 2. Check out all impacted CIs (with Replace option) 3. Check out all none-impacted CIs (With Leave option) 4. Check in all CIs 5. Baseline all CIs	CC	CI	Baselined CI

Outputs

No	Output	Going To/Input Of
1	Approved Closed Change

Metrics

Metric	Equation	Accepted Criteria
CR	No. Of change requests
CR%	Cr/(Use cases or story points)	10%

05-Maintaining CM Environment Procedure

Purpose

The purpose of this procedure is to maintain the configuration management system includes the storage media, system, and the tools for accessing the configuration system. The procedure, when performed, produces the required infrastructure for the overall development project.

Inputs

No	Input	Description
1	CM Plan

Activities

No	Activity	Responsible	Input	Output	Temp/Solution
1.	Check that the SW and HW for the CM environment are working correctly.	CC	Approved Configuration Management Plan	Working HW and SW
2.	Test CRUD for CI and records	CC and CM Environment User	Approved Configuration Management Plan and Access Mechanisms	Updated CIs And Consistent Records
3.	Generate the required reports on the CM environment according to the CM plan.	CC	Approved Configuration Management Plan	TFS,SQL server	TFS,SQL server
4.	Create backups according to the CM plan.	CC	Approved Configuration Management Plan	Generated Backups	TFS,Beyond,SQL server
5.	Test the backups.	Scrum Master and CC	Approved Configuration Management Plan and Backups	Tested Backups	TFS,Beyond,SQL server
6.	Review server’s notifications to take corrective actions: - SQLServer jobs status - Application server log status - Mail notifications	CC	Approved Configuration Management Plan	Created Archives	TFS,Beyond,SQL server
7.	Review TFS repositories against audit checklist	CC			TFS and audit checklists
8.	Review google store ANR reports and report issues	CC
9.	Review firebase crashlitics reports and report issues	CC
10.	Conduct data retention and archives according to the CM plan.	CC	Approved Configuration Management Plan	Created Archives	TFS,Beyond,SQL server
11.	Repeat any required previous activities as needed and according to the CM plan up to the end of the closure phase.	CM Environment User	Approved Configuration Management Plan	As Per the Activity	TFS,Beyond,SQL server
12.	Close the CM environment and keep archives.	Scrum Master and CC	CM Environment	Closed CM Environment	TFS,Beyond,SQL server

Outputs

No	Output	Going To/Input Of
1	Approved CM Reports
2	Approved Tested Backups
3	Closed CM Environment	Project End

Infrastructure Audit checklists

Contents

1. TFS Audit Checklist 1

2. Enterprise architect Audit Checklist 2

3. Code metrics audit checklist 3

4. Deployment infrastructure audit checklist 3

5. Testing audit checklist 3

6. Graphics audit checklist 2

1.0 TFS Audit Checklist

S#	Generic Readiness Criteria	Non-Compliance (1=Yes/0=No)	Comments
1.	Do we have release planning?
2.	Do we have at least one month release?
3.	Do we have at least 2 iterations? Considered as WBS.
4.	Do we have allocated stories on the created iterations?
5.	Do we have less or more iterations than the plan timeline?
6.	Do we have aligned plan between all team members? Ex: All team members should be informed about the project start date, end date, iterations, releases.
7.	Do we have a settled unified iteration time-box, up to 2 weeks?
8.	Do we have a Defined areas for: Implementations, rework, reviews, CM, CR?
9.	Do we have the right access (Roles and responsibilities) to the project repository?
10.	Do we have any abuse of access security to the repository?
11.	Do all items (User stories, tasks, issues) are allocated to iterations?
12.	Do we have the following columns in lists: Created by, creation date, assigned to?
13.	Do each iteration has its own relevant tasks according to the plan?
14.	Do we have a defined capacity for all project required resources?
15.	Do we have over-allocated resources to be resolved?
16.	Do each resource allocated on his related activity? PO for requirements, developers for Development, ..etc.
17.	Do we have Un-utilized resources to be utilized?
18.	Do we have all SDLC activities within the each iteration: · Requirements · Design · Testing · Development · Deployment · Management · CM
19.	Do we have the following tasks for each iteration : · Crashlitics and performance reviews · Iteration review by PO · Iteration retrospective by SM
20.	Do all tasks has its required effort (remaining work) in order to calculate the Burn down chart?
21.	Do we have a shared searches (Queries) for: · Change Requests · Closed Issues-Tasks 2 weeks ago · DM Reviews · In-Progress Tasks · Late Tasks Within the project · Non-Compliance-Remaining-Work · Non-Compliance-Assigned-To · Opened Issues · Product Owner Status · Project Tasks Status · Tasks Due with Deadline · Bug Analysis Report · External Issues statistics · Assigned To External Entities · External remaining issues Project reviews
22.	Do we have a create dashboard(s) for each of the previous queries per each project?
23.	Check that all external commitments(to other projects) are communicated and status is updated
24.	Confirm that assigned tasks to different department are communicated? Ex: did you inform the marketing team that they have tasks on TFS?
25.	Confirm that the task done by the [assigned to resource, and if re-planning, occurred, it should update the assigned to field.
26.	Confirm that the task real worker was allocated on the capacity for the iteration
27.	Do we have baselined artifacts according to release/iteration planning? Artifacts = all work product items.
28.	Does the baseline contents is consistent with CI readiness?
29.	Do we have updated board activities to prevent misleading/falsification status?
30.	Do scrum master allocated Over 1.5 management hours for managing the project in capacity activities, without justification?
31.	Do we have a CM area in capacity activities with allocation for CM rep?
32.	Do we have iteration review task for each iteration by product owner?
33.	Do we have a portfolio project that track all projects status from one screen?[4] Add "Auto Refresh" chrome plugin to required web pages TFS_Projects_Portfolio
34.	Do we have a settled deadlines for shared resources in order to have a clear status about?

2.0 Enterprise architect Audit Checklist

[3] -Enterprise architecture Baseline:

It gives you the differences once you click on the baseline to compare with last one.

1.0 TFS Audit Checklist

2.0 Enterprise architect Audit Checklist

3.0 Code metrics audit checklist

4.0 Deployment infrastructure audit checklist

5.0 Testing audit checklist

6.0 Graphics audit checklist