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

© 2002 Friedrich Lehn - All rights reserved Release Management in the UBS Data Warehouse Program Friedrich Lehn for UBS AG, Switzerland friedrich.lehn@fhlConsult.com Friedrich Lehn for UBS AG, Switzerland friedrich.lehn@fhlConsult.com

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 1.1. 2.2. 3.3. 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. Agenda  Project Overview  Project Infrastructure  Change Management  Release Process  Summary  Project Overview  Project Infrastructure  Change Management  Release Process  Summary

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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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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  Two areas: /dwp_root release area, version controlled /dwp_data dynamic data, archival on demand  Additional directory level in order to support more than one logical environment on one system  /dwp_root is organized by delivery streams, e. g.: /dwp_root/d/streams/rcl/bin  Two areas: /dwp_root release area, version controlled /dwp_data dynamic data, archival on demand  Additional directory level in order to support more than one logical environment on one system  /dwp_root is organized by delivery streams, e. g.: /dwp_root/d/streams/rcl/bin Directory Structure

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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 1.1. 2.2. 3.3. 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 Release Naming  _.. e. g.: RCL_1.1.0  major release number (high level “wave” planning)  minor release number (delivery stream development plan)  patch level (bug fixes)  Emergency releases: RCL_1.1.0_SOS_ Release Naming  _.. e. g.: RCL_1.1.0  major release number (high level “wave” planning)  minor release number (delivery stream development plan)  patch level (bug fixes)  Emergency releases: RCL_1.1.0_SOS_

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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 1.1. 2.2. 3.3. 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 Change Control Board  Responsible for high level planning and impact analysis  Defines release scope and release numbers on base of delivery streams  Assigns responsibilities (delivery stream manager, data modeler, database administrator, business responsible)  Result is documented in “wave plan” document Change Control Board  Responsible for high level planning and impact analysis  Defines release scope and release numbers on base of delivery streams  Assigns responsibilities (delivery stream manager, data modeler, database administrator, business responsible)  Result is documented in “wave plan” document

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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 1.1. 2.2. 3.3. 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 Objects  PowerCenter mappings  Job dependency data  scripts / SQLs / programs and source code in general not included:  Database objects (in concept phase)  documentation (intranet database) Release Objects  PowerCenter mappings  Job dependency data  scripts / SQLs / programs and source code in general not included:  Database objects (in concept phase)  documentation (intranet database)

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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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

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 1.1. 2.2. 3.3. 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 Deliver Process deliver -t [ -r ] [ -a ] 1. Retrieve specified / latest release in ClearCase 2. Retrieve current release in target environment and create delta 3. Use -a(ll) for initialization / synchronization 4. Create deployment package (tar file + control file) 5. Update release attributes (predecessor and current release!) 6. Lock 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 1.1. 2.2. 3.3. 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 Question:Which is the predecessor release in a specific target? Installation information is stored with each release label.  cleartool lstype -kind lbtype cleartool desc lbtype:RCL_1.0.0 Problem: takes ages with 3500 release labels! Release Cache Question:Which is the predecessor release in a specific target? Installation information is stored with each release label.  cleartool lstype -kind lbtype cleartool desc lbtype:RCL_1.0.0 Problem: takes ages with 3500 release labels!

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 1.1. 2.2. 3.3. 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 1: Manage installation information on element version level + delta processing easy – label twice (release and installation label) – missing overview, need log files for tracking – error prone (e. g. interruption of freeze process) Release Cache Solution 1: Manage installation information on element version level + delta processing easy – label twice (release and installation label) – missing overview, need log files for tracking – error prone (e. g. interruption of freeze process)

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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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)

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 1.1. 2.2. 3.3. 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 (target system)  Target baseline : target database version (delivery stream plus timestamp as name)  create delta DDL depending on release baseline and latest target baseline (PATROL)  apply delta DDL  create new target baseline Database Change Management (target system)  Target baseline : target database version (delivery stream plus timestamp as name)  create delta DDL depending on release baseline and latest target baseline (PATROL)  apply delta DDL  create new target baseline

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 1.1. 2.2. 3.3. 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 1.1. 2.2. 3.3. 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: 5 - 60 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: 5 - 60 minutes depending on amount of meta data (without database changes)  Main effort necessary for handling of meta data  No ClearCase problem encountered so far

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

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

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Presentation on theme: "© 2002 Friedrich Lehn - All rights reserved Release Management in the UBS Data Warehouse Program Friedrich Lehn for UBS AG, Switzerland"— Presentation transcript:

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