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Software configuration management strategies and IBM Rational ClearCase
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Software configuration management strategies and IBM Rational ClearCase

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Software Configuration Management Strategies and IBM® Rational®

ClearCase® Second Edition A Practical Introduction

By David E. Bellagio, Tom J. Milligan

...............................................

Publisher: Addison Wesley Professional

Pub Date: May 23, 2005

Print ISBN: 0-321-20019-5

Pages: 384

Table of Contents | Index

"I wrote that the first edition of this book "communicates much of the experience, wisdom, and insight that was acquired along the way to

discovering what SCM best practices are and how to implement/deploy them." The second edition is full of even more practical experience!

It not only refines and expands upon earlier strategies and best practices, it also contains even more concrete "how-to" information about

implementing and deploying them."Brad Appleton co-author of Software Configuration Management Patterns: Effective Teamwork, Practical

Integration"Read this book when you're getting started with configuration management (CM); read it again in six months and once more two

years later. Software Configuration Management Strategies and IBM Rational ClearCase goes beyond the basics to provide a coherent

review of CM strategies for projects of all sizes and complexities."Jennie Brown, CM Specialist IBM Corporation"This book covers practical

software configuration management (SCM), ClearCase UCM and ClearCase use for project teams. Every project lead and SCM specialist

should (re)read this book before starting a project."Roger Jarrett, Senior Software Engineer IBM Rational Software"This second edition

captures vital Unified Change Management (UCM) features and concepts. It brings the entire UCM feature set full circle and lays the

ground work for a successful UCM implementation; Bellagio and Milligan continue where the first edition left off. The inclusion of composite

baseline concepts, single stream development, performance tuning, and other features and concepts make this the core of any old or new

Unified Change Management implementation.It is rare that a second edition of a book can hold your interest like the first. This publication

does just that...this continues to be the standard for users interested in Unified Change Management deployment."Adam Levensohn,

Manager IBM Rational SoftwareSoftware Configuration Management (SCM) can help even the largest, most complex project teams

manage change, so they can deliver higher quality products faster. The First Edition of Software Configuration Management Strategies and

Rational ClearCase established itself as the definitive single source for guidance on both SCM best practices and the market's leading

product, IBM Rational ClearCase. This fully updated Second Edition systematically addresses the latest ClearCase and ClearQuest®

innovations, while offering even deeper insight into SCM strategy and management.The authors each draw on more than 15 years of SCM

experience, and the knowledge of working with IBM Rational field teams in customer engagements worldwide. They systematically cover

SCM planning and deployment, and SCM's use throughout the entire project lifecycle: development, integration, building, baselining,

release deployment, and beyond. They offer practical guidance on addressing challenges that arise as projects grow in size and complexity,

from managing geographically distributed teams to tracking change requests.Coverage includes Understanding basic SCM concepts, and

the role, value, and components of SCM systems Mastering IBM Rational's Unified Change Management (UCM) modelincluding today's

most effective usage models, strategies, and policy configurations Creating ClearCase repositories and establishing UCM environments,

step-by-step Working as a project manager in the ClearCase environment Leveraging new ClearCase MultiSite and ClearQuest

technologies to full advantage Using the new ClearCase Remote Client to access centralized repositories across WANs Monitoring

ClearCase and tuning it for maximum performanceThis book is valuable for everyone concerned with SCM: developers who wantSCM to be

as intuitive and convenient as possible; project managers and technical leaders who must efficiently manage change; tools engineers; even

IT managersevaluating SCM technologies. © Copyright Pearson Education. All rights reserved.

Software Configuration Management Strategies and IBM® Rational®

ClearCase® Second Edition A Practical Introduction

By David E. Bellagio, Tom J. Milligan

...............................................

Publisher: Addison Wesley Professional

Pub Date: May 23, 2005

Print ISBN: 0-321-20019-5

Pages: 384

Table of Contents | Index

"I wrote that the first edition of this book "communicates much of the experience, wisdom, and insight that was acquired along the way to

discovering what SCM best practices are and how to implement/deploy them." The second edition is full of even more practical experience!

It not only refines and expands upon earlier strategies and best practices, it also contains even more concrete "how-to" information about

implementing and deploying them."Brad Appleton co-author of Software Configuration Management Patterns: Effective Teamwork, Practical

Integration"Read this book when you're getting started with configuration management (CM); read it again in six months and once more two

years later. Software Configuration Management Strategies and IBM Rational ClearCase goes beyond the basics to provide a coherent

review of CM strategies for projects of all sizes and complexities."Jennie Brown, CM Specialist IBM Corporation"This book covers practical

software configuration management (SCM), ClearCase UCM and ClearCase use for project teams. Every project lead and SCM specialist

should (re)read this book before starting a project."Roger Jarrett, Senior Software Engineer IBM Rational Software"This second edition

captures vital Unified Change Management (UCM) features and concepts. It brings the entire UCM feature set full circle and lays the

ground work for a successful UCM implementation; Bellagio and Milligan continue where the first edition left off. The inclusion of composite

baseline concepts, single stream development, performance tuning, and other features and concepts make this the core of any old or new

Unified Change Management implementation.It is rare that a second edition of a book can hold your interest like the first. This publication

does just that...this continues to be the standard for users interested in Unified Change Management deployment."Adam Levensohn,

Manager IBM Rational SoftwareSoftware Configuration Management (SCM) can help even the largest, most complex project teams

manage change, so they can deliver higher quality products faster. The First Edition of Software Configuration Management Strategies and

Rational ClearCase established itself as the definitive single source for guidance on both SCM best practices and the market's leading

product, IBM Rational ClearCase. This fully updated Second Edition systematically addresses the latest ClearCase and ClearQuest®

innovations, while offering even deeper insight into SCM strategy and management.The authors each draw on more than 15 years of SCM

experience, and the knowledge of working with IBM Rational field teams in customer engagements worldwide. They systematically cover

SCM planning and deployment, and SCM's use throughout the entire project lifecycle: development, integration, building, baselining,

release deployment, and beyond. They offer practical guidance on addressing challenges that arise as projects grow in size and complexity,

from managing geographically distributed teams to tracking change requests.Coverage includes Understanding basic SCM concepts, and

the role, value, and components of SCM systems Mastering IBM Rational's Unified Change Management (UCM) modelincluding today's

most effective usage models, strategies, and policy configurations Creating ClearCase repositories and establishing UCM environments,

step-by-step Working as a project manager in the ClearCase environment Leveraging new ClearCase MultiSite and ClearQuest

technologies to full advantage Using the new ClearCase Remote Client to access centralized repositories across WANs Monitoring

ClearCase and tuning it for maximum performanceThis book is valuable for everyone concerned with SCM: developers who wantSCM to be

as intuitive and convenient as possible; project managers and technical leaders who must efficiently manage change; tools engineers; even

IT managersevaluating SCM technologies. © Copyright Pearson Education. All rights reserved.

Software Configuration Management Strategies and IBM® Rational®

ClearCase® Second Edition A Practical Introduction

By David E. Bellagio, Tom J. Milligan

...............................................

Publisher: Addison Wesley Professional

Pub Date: May 23, 2005

Print ISBN: 0-321-20019-5

Pages: 384

Table of Contents | Index

Copyright

Praise for Software Configuration Management Strategies and IBM® Rational® ClearCase®, Second Edition: A Practical Introduction

IBM Press

WebSphere Books

On Demand Computing Books

More Books from IBM Press

DB2® Books

Acknowledgments

About the Authors

David E. Bellagio

Tom Milligan

Preface to the Second Edition

What This Book Is About

What You Need to Know Before Reading This Book

Who You Are and Why You Should Read This Book

How the Book Is Laid Out

Conventions Used

Chapter 1. What Is Software Configuration Management?

Section 1.1. SCM Best Practices

Section 1.2. SCM Tools and SCM Process

Section 1.3. Summary

Chapter 2. Growing into Your SCM Solution

Section 2.1. Dealing with Changing Project Requirements

Section 2.2. Evolution of SCM Tools

Section 2.3. Summary

Chapter 3. An Overview of the Unified Change Management Model

Section 3.1. What Is UCM?

Section 3.2. The Value of UCM

Section 3.3. What Is ClearCase?

Section 3.4. What Is ClearQuest?

Section 3.5. ClearCase UCM Process Overview

Section 3.6. The Architect: Defining the Implementation Model

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Section 3.7. The Configuration Manager: Setting Up the SCM Environment

Section 3.8. The Project Manager: Managing a Project

Section 3.9. The Developer: Joining a Project and Doing Development

Section 3.10. The Integrator: Integration, Build, and Release

Section 3.11. Summary

Chapter 4. A Functional Overview of ClearCase Objects

Section 4.1. The Repository: Versioned Object Base

Section 4.2. Workspaces: Snapshot and Dynamic Views

Section 4.3. Project Management: Projects, Streams, and Activities

Section 4.4. Versioned Objects: Elements, Branches, and Versions

Section 4.5. Component Management: Components and Baselines

Section 4.6. Process: Labels, Attributes, Hyperlinks, Triggers

Section 4.7. Building: Clearmake, Derived Objects, Configuration Records

Section 4.8. Summary

Chapter 5. Establishing the Initial SCM Environment

Section 5.1. ClearCase Architecture Basics

Section 5.2. ClearCase Hardware Resource Requirements

Section 5.3. Monitoring and Tuning for ClearCase Performance

Section 5.4. Defining the Implementation Model

Section 5.5. Creating the VOBs

Section 5.6. Baseline Promotion Levels

Section 5.7. Summary

Chapter 6. Project Management in ClearCase

Section 6.1. What Is a ClearCase Project?

Section 6.2. Creating a ClearCase Project

Section 6.3. Summary

Chapter 7. Managing and Organizing Your ClearCase Projects

Section 7.1. Coordinating Multiple Parallel Releases

Section 7.2. Organizing Large Multiproject Development Efforts

Section 7.3. Coordinating Cooperating Projects: Independent Components

Section 7.4. Coordinating Cooperating Projects: Shared Components

Section 7.5. Coordinating IS/IT Development Projects

Section 7.6. Coordinating Documentation Projects or Small Teams

Section 7.7. Summary

Chapter 8. Development Using the ClearCase UCM Model

Section 8.1. A Developer's Perspective of UCM

Section 8.2. Working on a Project

Section 8.3. Making Changes

Section 8.4. Delivering Changes to the Project

Section 8.5. Rebasing Your Development Stream

Section 8.6. Dealing With Conflicting Changes

Section 8.7. Seamlessly Integrating with Developer's IDE

Section 8.8. Summary

Chapter 9. Integration

Section 9.1. Software Integration

Section 9.2. Isolation and Integration with ClearCase

Section 9.3. Summary

Chapter 10. Building, Baselining, and Release Deployment

Section 10.1. Baselining and Building with UCM

Section 10.2. Staging, Deployment, and Release

Section 10.3. Summary

Chapter 11. Geographically Distributed Development

Section 11.1. Distributed Development Challenges

Section 11.2. How ClearCase Supports Distributed Development

Section 11.3. Multiple Teams: Producer/Consumer Scenario

Section 11.4. Multiple Teams: Shared Source Code Scenario

Section 11.5. Single Team: Distributed Members Scenario

Section 11.6. Other Uses for ClearCase MultiSite

Section 11.7. Summary

Chapter 12. Change Request Management And Clearquest

Section 12.1. What Is Change Request Management?

Section 12.2. What Are Change Requests?

Section 12.3. The Change Request Management Process

Section 12.4. What Is ClearQuest?

Section 12.5. How Do I Use ClearQuest Data?

Section 12.5.3. Charts

Section 12.6. How Does ClearQuest Support UCM?

Section 12.7. ClearQuest MultiSite

Section 12.8. Summary

Appendix A. Redoing and Undoing Change Sets with UCM

Section A.1. Location of Script

Section A.2. Limit Script Use to Integrator Role

Section A.3. Script Interface

Section A.4. Why Is This Useful?

Section A.5. Redoing an Activity on Another Stream

Section A.6. Undoing a Delivery or Activity

Glossary

Bibliography

Index

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Copyright

The authors and publisher have taken care in the preparation of this book, but make no expressed

or implied warranty of any kind and assume no responsibility for errors or omissions. No liability is

assumed for incidental or consequential damages in connection with or arising out of the use of the

information or programs contained herein.

© Copyright 2005 by International Business Machines Corporation. All rights reserved.

Note to U.S. Government Users: Documentation related to restricted right. Use, duplication, or

disclosure is subject to restrictions set forth in GSA ADP Schedule Contract with IBM Corporation.

IBM Press Program Manager: Tara Woodman, Ellice Uffer

IBM Press Consulting Editor: David West

Cover design: IBM Corporation

Published by Pearson plc

Publishing as IBM Press

Library of Congress Number: 200523397

IBM Press offers excellent discounts on this book when ordered in quantity for bulk purchases or

special sales, which may include electronic versions and/or custom covers and content particular to

your business, training goals, marketing focus, and branding interests. For more information,

please contact:

U. S. Corporate and Government Sales

1-800-382-3419

[email protected].

For sales outside the U. S., please contact:

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[email protected].

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The following terms are trademarks or registered trademarks of International Business Machines

Corporation in the United States, other countries, or both: DB2, Lotus, Tivoli, WebSphere, z/OS,

Rational, IBM, the IBM logo, and IBM Press. Java and all Java-based trademarks are trademarks of

Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft, Windows, Windows

NT, and the Windows logo are trademarks of the Microsoft Corporation in the United States, other

countries, or both. Linux is a registered trademark of Linus Torvalds. Intel, Intel Inside (logo),

MMX, and Pentium are trademarks of Intel Corporation in the United States, other countries, or

both. OSF/1 and UNIX are registered trademarks and The Open Group is a trademark of the The

Open Group in the United States and other countries. Other company, product, or service names

mentioned herein may be trademarks or service marks their respective owners.

All rights reserved. This publication is protected by copyright, and permission must be obtained

from the publisher prior to any prohibited reproduction, storage in a retrieval system, or

transmission in any form or by any means, electronic, mechanical, photocopying, recording, or

likewise. For information regarding permissions, write to:

Pearson Education, Inc.

Rights and Contracts Department

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Upper Saddle River, NJ 07458

Text printed in the United States on recycled paper at R.R. Donnelley in Crawfordsville, Indiana.

First printing, May 2005

Dedications

To my wife, Laura

Dave

To my wife, Maren

Tom

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Praise for Software Configuration

Management Strategies and IBM®

Rational® ClearCase®, Second Edition: A

Practical Introduction

"I wrote that the first edition of this book "communicates much of the experience, wisdom,

and insight that was acquired along the way to discovering what [SCM] best practices are and

how to implement/deploy them." The second edition is full of even more practical experience!

It not only refines and expands upon earlier strategies and best practices, it also contains

even more concrete "how-to" information about implementing and deploying them."

Brad Appleton co-author of Software Configuration Management Patterns: Effective

Teamwork, Practical Integration

"Read this book when you're getting started with configuration management (CM); read it

again in six months and once more two years later. Software Configuration Management

Strategies and IBM Rational ClearCase goes beyond the basics to provide a coherent review of

CM strategies for projects of all sizes and complexities."

Jennie Brown, CM Specialist IBM Corporation

"This book covers practical software configuration management (SCM), ClearCase UCM and

ClearCase use for project teams. Every project lead and SCM specialist should (re)read this

book before starting a project."

Roger Jarrett, Senior Software Engineer IBM Rational Software

"This second edition captures vital Unified Change Management (UCM) features and concepts.

It brings the entire UCM feature set full circle and lays the ground work for a successful UCM

implementation; Bellagio and Milligan continue where the first edition left off. The inclusion of

composite baseline concepts, single stream development, performance tuning, and other

features and concepts make this the core of any old or new Unified Change Management

implementation.

It is rare that a second edition of a book can hold your interest like the first. This publication

does just that…this continues to be the standard for users interested in Unified Change

Management deployment."

Adam Levensohn, Manager IBM Rational Software

IBM Press

WebSphere Books

On Demand Computing Books

More Books from IBM Press

DB2® Books

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and Beaubien

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Brown, Craig, Hester, Pitt, Stinehour, Weitzel, Amsden, Jakab, and Berg

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Acknowledgments

The authors of this second edition would like to first thank Brian White, who did the heavy lifting

involved with creating the first edition of this book and who was instrumental in providing the

opportunity for us to contribute to this second edition. Thanks also go to the host of co-workers and

customers who over the years have contributed to our greater understanding of the principles of

SCM, the functioning of the products, and what SCM strategies work and which ones don't. Most

notable among these are Ralph Capasso, Stef Schurman, Ryan Sappenfield, Rob Budas, Harry

Abadi, Peter Hack, and George Moberly. Our long-suffering and ever-patient editors at Addison￾Wesley, Mary O'Brien and Chris Zahn, deserve many thanks as well. We would also like to thank

our families for their long sufferings during this process.

Those individuals who were instrumental in our first exposure and opportunities with ClearCase

also deserve many thanks: Scott Elmenhurst, Denis LeBlanc, John Leary, David Crawford, Marsha

Shehan, and Doug Fierro.

Much of the material new to this edition comes directly from the experience of the Rational field

teams in engagement with customers using ClearCase and UCM. Some of those folks we would like

to thank for their efforts in fleshing out strategies that work with many of our larger customer

needs are Samit Mehta, Mike Nellis, Ana Giordano, Kartik Kanakasabesan, Daniel Diebolt, Jennie

Brown, and Bryan Miller.

Special thanks to these people who put in the time to review this book and provide comments to

help make the reading experience more enjoyable: Adam Levensohn, Brad Appleton, Darryl Hahn,

Dennis Brown, Jennie Brown, Jim Tykal, and Roger Jarrett.

Finally, our thanks go out to everyone at IBM, Rational Software who keep ClearCase and UCM

efforts moving forward. Keep up the good work.

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About the Authors

David E. Bellagio

Tom Milligan

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