Configuration management is a lynch pin of successful software projects. Effective software teams manage change well; they know what was changed, when, and by whom. In this class you will learn practical, real-world techniques for controlling and stabilizing your software, and you will gain an understanding of how to draw from both Agile and traditional configuration management practices to create a process that is “right-weight” for you. You will also learn to identify and avoid many classic pitfalls encountered when implementing configuration management.

1-day seminar


What you'll learn:

  • practical techniques for controlling and stabilizing your software development products
  • the configuration management practices that can create the right-weight process for your project
  • strategies for overcoming the most common problems when implementing configuration management policy 

Who Should Attend

This seminar is intended for software engineers, team leaders, programmers, software product managers, and information systems managers.


All of our public classes are held at the Construx Training Center

Software Configuration Management Overview

  • What is configuration management
    • Why is it needed
    • What are the typical objections to SCM
  • Overview of SCM activities
    • What are the top-level activities
    • How do they interact
    • How do they change during a product's lifecycle
  • Sample SCM plan

Tracking and Controlling Changes

  • Purpose of change control
  • Where do changes come from
  • When do items fall under change control
    • Revision control vs. change control
    • Problems caused by base lining too early
  • Change control process
    • The change control board
    • Right-sizing the change control process
    • Decision-making models
  • Tracking change request to resolution
    • CxOne corrective activity management
    • What are corrective activities
    • CAM work flow and states
  • Reporting the status about configuration items
  • Metrics that can be collected for tracking and control

Building and Releasing Systems

  • Building the system
    • What does this mean
    • Build and smoke test
    • Collecting size data to your build system
  • Releasing the system
    • Release activities
    • What to include in release notes
    • Testing the release
  • Verifying the release
    • Planning and conducting release audits -- Functional and Physical Configuration Audits

Managing Configurations under Special Conditions

  • Developing software across departments or across multiple teams and time zones
    • Dividing the system to support parallel development
    • Source control activities
    • Main lines, development lines, and private work spaces
  • Managing multiple releases
    • Versions, revisions, and variants
    • Post-development support
  • Managing component-based systems and outsourced development

Identifying Configuration Items

  • Identifying items to be controlled and why it is important
  • Important characteristics that are needed to define configuration items
  • How does this change over a product's lifecycle

Relationship to Other Processes

  • SCM interaction with other software development and product lifecycle practices
  • Maturity models and international standards

Keys to Success

  • Introducing configuration management practices
  • Critical success factors for implementing configuration management

Steve Tockey

Steve Tockey is the Principal Consultant at Construx Software. During more than three and a half decades in the software industry, he has worked as a programmer, ...

Earl Beede

Earl Beede, CSDP is a Senior Fellow at Construx Software, where he designs and leads seminars and provides consulting services on early project-lifecycle practices, ...

Melvin Perez-Cedano

Melvin Pérez-Cedano is a Senior Fellow at Construx Software where he provides training and consulting services that help organizations and individuals to successfully ...