Clarity Educational Community Configuration Releases Best Practices in the CA PPM Development Process Presented by: Brian Wuenstel & Anthony Crusco | Date prepared: April, 14, 2015

2 Clarity Educational Community Agenda Development Process Definition What is Your Development Process? Rego Best Practices What Challenges to You See?

3 Clarity Educational Community Development Process Definition The process by which configuration changes are requested, prioritized, approved, configured (design/build), tested, and released to production.

4 Clarity Educational Community What Is Your Development Process? Do you have a set process? Do you have set schedule for releases? How do you determine what is being bundled for a release? Who approves changes to the Application?

5 Clarity Educational Community Rego Best Practices - Governance Annual Road Map Monthly or Bi-Monthly Release Weekly Outage Period Drive the Tool vs. Being Drive Configure Custom Object in CA PPM for Core team to manage all Requests (used to recommend incident, but no longer do) Prioritize Requests and Classify as Entered

6 Clarity Educational Community Rego Best Practices - Testing Area Specific – Try to Focus Releases Targeted – Impacted End Users – Requestor Formal / Informal Track Testing and Approvals – Use CA PPM or Spreadsheets or Tool

7 Clarity Educational Community Rego Best Practices - Migration Plan a Migration Off Hours Sanity Check – Manual vs. XOG – Update project IDs – manual vs. some complicated process to update via script. Manual = 4 hours. Build Process = 8 hours When to XOG – Portlets – Processes – Mass Data When to Move Manually? – Object Changes – Portlet Pages – Specific Security Rights – OBS and Other Data

8 Clarity Educational Community Rego Best Practices - Deployment Pre-Communicate – Let them know what is coming Communicate with Release Notes Train Users as Needed (Lunch and Learns) Configuration deployment can be on a different cycle then the rollout to end users – separate when you can

9 Clarity Educational Community What Challenges Do You See? Migration Between Environments – How do you solve? Communication to User Base – How do you solve? Single Point of Entry for all Requests – How do you solve? Open Mic – Other Challenges – How do you solve?

10 Clarity Educational Community Questions Phone Website We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!

11 Clarity Educational Community Classification of Work Within a Release Project Initiatives – Deployment of New Areas in the Tool (Additional modules) – Application Migration to New Hardware – CA PPM Application Releases Major Functionality Enhancements – Changes to existing Areas that Impact Large Number of Users – Impacts to Existing Data Values that Require Migration to New Values – Process with Impacts on Existing Action items Minor Functionality Enhancements/Bug Fixes – New Portlets or Reports for a prior deployed Functional Area – Updates to Existing Portlets (additions to Filter or List Sections) – Low Number of Users Impacted or Change Isolated to One Group of Users – Low Risk Deployment Items as Determined by the Support Team Service Requests - In Production Updates as Requested – Lookup value additions, changes, and inactivations – OBS Changes (Add, Change) – Security Group Changes (Users added, Rights added or Removed) – Rate Matrix Updates