Guidance on adopting IBM CLM configuration management across the lifecycle

Earlier this year, Kathryn Fryer and I formed a workgroup to share experiences we’ve had with customers adopting the IBM CLM configuration management solution. The purpose being to elicit our shared recommended practices and guidance.  The workgroup consisted of representatives from Services, Support, Development, Test, Enablement and Product Management.

When forming your Configuration Management plan we recommend it consider the following key topics:

  • End to End Process Flow (context for use of configuration management)
  • Component Strategy
  • Stream Strategy
  • Baseline Strategy
  • Change Management (including DNG change sets)
  • Cross-stream Updates
  • Reviews and Approvals
  • Traceability, Link Validity and impact analysis
  • Naming, Tagging, Custom Attribute Conventions
  • Roles and Permissions
  • Configuration aware Reporting
  • Integrations (including non-CLM)
  • Communication Plan

Our aim is to create guidance that encompasses each of these topic areas to aid you in creation of your configuration management plan.

The first such guidance is now available on jazz.net.

Our focus has been on general adoption guidance along with component and stream strategies (both are critical at the outset and go hand in hand). Next focus areas are yet to be determined but could include finishing out the stream strategies (a couple more patterns remain) baselining strategy and change management.

We value your feedback on the guidance to date and input on areas to focus on next.

If you are at the IBM Watson IoT: Continuous Engineering Summit 2017 this week in New Orleans, be sure to say hello. Check out the talk I have with Ian Zimmerman on Friday at 2:30pm (Azalea 1): CM05 – Adopting Configuration Management: What You Need to Know!

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Adopting the IBM Continuous Engineering (CE) solution Configuration Management Capability

Adopting the IBM Continuous Engineering (CE) solution Configuration Management Capability is the title of a webinar that Kathryn Fryer and I recently presented.  We’ve been working with ‘new’ configuration management capability since it was in development prior to its launch in v6.0.  Adopting it takes careful consideration in order to successfully realize its benefits.

Objectives of the presentation

In version 6, the IBM CE solution added exciting new configuration management capabilities across the lifecycle, better enabling parallel development and strategic reuse. Simply enabling these capabilities won’t help you realize their potential; you must consider changes to your process and usage model to achieve results. This presentation describes current considerations, limitations and strategies for adopting configuration management.

  • Configuration management overview
  • Trade-offs and considerations – as of current release (6.0.2)
    • Primary factors
    • Reporting
    • OSLC integrations
    • Linking
    • QM utilities
    • Additional considerations
  • Enabling configuration management
  • Upgrade and migration
  • Adoption path and additional resources

If you are interested in this presentation, you can find the replay of the webinar here in the DOORS Enlightenment Series.

The slides are shared here.

Additional Reading