© 2002 Friedrich Lehn - All rights reserved Release Management in the UBS Data Warehouse Program Friedrich Lehn for UBS AG, Switzerland Friedrich Lehn for UBS AG, Switzerland

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Project Overview Delivery Streams  Main organizational element: team working on a subject data area / data mart  Three letter acronym as base for naming standards  Standardized infrastructure: UNIX directories, access group, meta data area,...  Team size typically between 1 and 5  Delivery streams release independently from each other Delivery Streams  Main organizational element: team working on a subject data area / data mart  Three letter acronym as base for naming standards  Standardized infrastructure: UNIX directories, access group, meta data area,...  Team size typically between 1 and 5  Delivery streams release independently from each other

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Change Management Design Principles  Support different, clearly separated environments with different responsibilities  All environments have identical structure (products, databases, server configurations)  All program changes are done on the development system  All changes on test and production systems go through the release process and are clearly tracked  “just-in-time production” Design Principles  Support different, clearly separated environments with different responsibilities  All environments have identical structure (products, databases, server configurations)  All program changes are done on the development system  All changes on test and production systems go through the release process and are clearly tracked  “just-in-time production”

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Release Procedure Responsible 1. Submit database change request *)delivery stream manager 2. Implement database changes *)database administrator 3. Prepare release areadelivery stream manager (UNIX, PowerCenter, job dependencies, Uniserv) 4. Submit release requestdelivery stream manager 5. Prepare release area (DDLs) *)database administrator 6. Create new release ( Freeze )release manager 7. Create deployment package ( Deliver )release manager 8. Apply database changes to target system *)database administrator 9. Install release in daily deployment windowrelease manager ( Receive ) (IT integration / IT operation) *) in case of database changes only

Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Freeze Process freeze [ -patch | -minor | -major | -sos ] 1. Retrieve previous release (“ element * RCL_1.0.0 ”) 2. Compare with release area (check for new, changed, deleted files) 3. Display results and ask for confirmation 4. Apply changes in ClearCase 5. Create release label and set release attributes 6. Attach release label

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Release Cache Solution 2: Release cache (including all release attributes, master information remains in ClearCase) – additional software layer required (consistency!) + clear information structure + efficient delta processing + added value: release database Release Cache Solution 2: Release cache (including all release attributes, master information remains in ClearCase) – additional software layer required (consistency!) + clear information structure + efficient delta processing + added value: release database

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Releasing Meta Data  PowerCenter, job dependency and feed configuration meta data are stored in the database  Unload utilities to export the corresponding data and store it in the delivery stream´s release area (tar file)  Meta data is frozen and delivered together with all other file system objects  Load utility for loading objects in target environment  e. g.: meta_pcr [ unload | load ] Releasing Meta Data  PowerCenter, job dependency and feed configuration meta data are stored in the database  Unload utilities to export the corresponding data and store it in the delivery stream´s release area (tar file)  Meta data is frozen and delivered together with all other file system objects  Load utility for loading objects in target environment  e. g.: meta_pcr [ unload | load ]

Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Database Change Management (Concept Phase)  PATROL DB-Change Manager by bmc software  Scope filter : assign database objects to delivery stream (  view in ClearCase)  Apply database changes to development database  Create release baseline : freeze all database object versions for a delivery stream (  label in ClearCase, name equal to release label)  Export DDL to release area (for documentation & change detection) Database Change Management (Concept Phase)  PATROL DB-Change Manager by bmc software  Scope filter : assign database objects to delivery stream (  view in ClearCase)  Apply database changes to development database  Create release baseline : freeze all database object versions for a delivery stream (  label in ClearCase, name equal to release label)  Export DDL to release area (for documentation & change detection)

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Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Release Process Database Retrofitting Process  Rationale: certain database changes have to be applied and tested directly on the Production system (load performance optimization: indexes, summary tables,...)  In order to include target system changes into next regular release, changes are promoted back to Development using the Retrofitting Process  In principle: new, database administrator driven release in ClearCase and PATROL that is not delivered Database Retrofitting Process  Rationale: certain database changes have to be applied and tested directly on the Production system (load performance optimization: indexes, summary tables,...)  In order to include target system changes into next regular release, changes are promoted back to Development using the Retrofitting Process  In principle: new, database administrator driven release in ClearCase and PATROL that is not delivered

Color Palette To use or remove these color palettes, go to View/Master/Slide Master Optional logo for your notes/handouts slides APPLYING THESE COLORS Click on the desired color Click on the paintbrush tool located on your toolbar Click on the object you want to colorize Helpful tip: Double click the paintbrush tool to apply color to more than one object at a time. Summary Experiences  Over 3500 releases since May 2000  Effort for creation and installation of new release: minutes depending on amount of meta data (without database changes)  Main effort necessary for handling of meta data  No ClearCase problem encountered so far Experiences  Over 3500 releases since May 2000  Effort for creation and installation of new release: minutes depending on amount of meta data (without database changes)  Main effort necessary for handling of meta data  No ClearCase problem encountered so far

Thank You! Friedrich H. Lehn ©2002 Friedrich Lehn - All rights reserved

Questions? ©2002 Friedrich Lehn - All rights reserved