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Description
Project Document Configuration Management document sample
Document Sample
Configuration Management
for Transportation
Management Systems
Brian L. Smith
Center for Transportation Studies
Project Update
June 3, 2003
Presentation Overview
Purpose of project
Intended audience
Brief overview of configuration
management
Overview of guidance document
Phase 2 – completion of outreach
materials
Contact information and channels for
questions and feedback
2003 TMC PFS Annual Meeting
Project Purpose
Configuration Management for
Transportation Management Systems is
intended to provide guidance for
transportation professionals who are
either
seeking to improve change management in a
traffic management system or regionally
integrated intelligent transportation system by
introducing formal CM, or
using CM currently and require a technical
reference to support their activities.
2003 TMC PFS Annual Meeting
Intended Audience
Configuration Management for
Transportation Management Systems is
intended to be guidance material for any
individual who is engaged with or
responsible for the planning, design,
implementation, management, operation
or maintenance of transportation
management systems.
Supports both
Technical personnel
Policy/program-level personnel
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Project Status
Content for guidance document is
complete
Comprehensive
Many concrete examples
Best practices recommended
Current effort
Complete document formatting
Complete related outreach materials
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Overview of CM
Before providing an overview of the
guidance document, important to
briefly review the fundamentals of
configuration management
This overview is included in Chapter
1 of the document.
2003 TMC PFS Annual Meeting
Configuration Management
A management process for
establishing and maintaining
consistency of a product’s
performance, functional, and
physical attributes with its
requirements, design, and
operational information throughout
its life. -EIA Standard 649
2003 TMC PFS Annual Meeting
CM Process
Configuration
Management
Configuration
Configuration Change
Status
Identification Management
Accounting
Define the product and Control changes to a Product Provide status and
its configuration and its configuration information about a product
documentation documentation and its configuration
Identification documentation
Configuration
Audits
Verify consistency of
configuration documentation
against the product
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CM Plan
CM Plan describes how configuration
management is accomplished and
how consistency between system’s
configuration and the configuration
records is achieved and maintained
2003 TMC PFS Annual Meeting
Configuration Identification
Configuration Identification is the
basis from which the configuration
of items are defined and verified
products and documents are labeled
and changes are managed.
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Change Control
Change Control is a process for
managing product configuration
changes and variances in order to
assure system integrity
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Config Status Accounting
Configuration Status Accounting is a
set of activities associated with
periodic reporting on the status of a
configuration and the changes to
that configuration
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Configuration Audits
Configuration Audits ensure that the
performance and functional
requirements defined in the
configuration documentation have
been achieved and that the design
itself has been accurately
documented.
2003 TMC PFS Annual Meeting
Overview of Guidance
Document
Philosophy
Key features
Walk through chapter-by-chapter
2003 TMC PFS Annual Meeting
Philosophy
Generic CM guidance is available
There is a need to relate this
available guidance to TMCs through
concrete examples
Extensive use of real-world examples of
CM usage in TMCs
Provide “pointers” to allow one to
avoid reading document sequentially
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Features – EIA 649
EIA Standard 649 was
used as the foundation
for the document. Basic
definitions and guidance
were derived from the
standard.
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Features – Implementation
Guidance
Following standard
definitions, specific
implementation
guidance as related to
TMCs is provided.
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Features – Implementation
Guidance Summary
Following the
discussion of
implementation
guidance, a summary
box is presented for
quick access and
review
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Features – Best
Transportation Practices
Best transportation
practices are
presented. These
are based on
concrete examples
included in the
document.
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Features – Navigation Help
Numerous navigation
boxes are included to
help readers gain
further information on
context-sensitive items.
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Chapter 1 - Introduction
Fundamentals of CM
Resources
How to Use this Document
2003 TMC PFS Annual Meeting
Chapter 2 – Current
Practices
Results of a 2000 survey of
agencies, intended to gauge level of
activity in CM
Largely reproduced from NCHRP
Synthesis report
Steering committee felt this
information provides importance
context for remainder of document
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Chapter 3 – CM Processes
Covers every component of the CM
process.
Heavy emphasis on
Describing & presenting transportation
best practices
Highlighting key aspects of CM
standards
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Chapter 4 – CM Plan
This chapter is devoted to CM
planning
Example CM Plan outline presented
Extensive transportation best
practices.
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Chapter 5 – CM Baselines
What is a baseline?
Including different types of baselines
Importance of establishing and
maintaining a baseline
Transportation best practices
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Chapter 6 – CM Program
The theme of this chapter is
“making it work in your agency”
Specific topics
Establishing a CM Program
Organizing for CM
Personnel
Budgeting Considerations
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Chapter 7 – CM & the
System Lifecycle
This chapter provides specific
guidance on the use of CM as a
system moves from a concept to
operations
Integrated with the system
engineering lifecycle “V” diagram
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Chapter 8 – CM Tools
Presents software tools available to
support a CM program
Includes a link to a website
providing an inventory of available
tools
Examples of DOT’s selection and
usage of tools
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Chapter 9 – Resources to
Support CM
Addresses training and staff
development needs
Available training courses
On-line resources
Discusses the use of consulting
services in a CM program
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Chapter 10 - Conclusion
Focus on key guiding principles
Nine principles that were selected
from EIA 649
Include transportation-specific
discussion of these principles
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CM in TMS Guiding Principles
1. Identify the context and environment in which CM is to be
implemented and develop an appropriate CM Plan accordingly.
Best Transportation Practices
2. Define procedures describing how each CM process will be
accomplished.
3. Conduct training a number of examples of Configuration Identification
This section will present so that all responsible individuals understand
their roles and responsibilities and the procedures for
implementing configuration management processes.
4. All items are assigned unique identifiers so that one item can be
distinguished from other items.
5. Configuration documentation defines the functional,
performance, and physical attributes of a system.
6. A baseline identifies an agreed-to description of the attributes of
an item at a point in time and provides a known configuration to
which changes are addressed.
7. Each change is uniquely identified.
8. Consider the technical, support, schedule, and cost impacts of a
requested change before making a judgment as to whether or
not it should be approved for implementation and incorporation in
the item and its documentation.
9. Implement a change in accordance with documented direction
approved by the appropriate level of authority.
Appendices
A – Description/Summary of EIA 649
B – Annotated Bibliography
C – Summary of CM Plans
D – System Descriptions (used in
Transportation Best Practices)
E – List of References
F – List of Acronyms
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Phase 2 – Complete
Outreach Materials
Effort began in May 2003
Partnership
UVA Smart Travel Lab
SAIC
• Lead - Rebecca Doyle
Purpose – to develop outreach
materials based on core document
2003 TMC PFS Annual Meeting
Outreach Materials
Presentation
Fact sheet
Tri-fold brochure
Communications plan
CM Primer
CM Research & Development Needs White
Paper
Final publication of guidance document
2003 TMC PFS Annual Meeting
2003
Task Name Start Finish Apr May Jun Jul Aug Sep Oct
Configuration Management for TMCs: Phase 2 Fri 5/2/03 Thu 10/2/03
Contract Aw ard Fri 5/2/03 Fri 5/2/03 5/2
A. Outreach Material and Communication Plan Fri 5/2/03 Wed 9/10/03
A1. Project Fact Sheet and Presentation Fri 5/2/03 Tue 8/12/03
Develop Presentation Fri 5/2/03 Tue 7/1/03
Submit Draft Presentation to FHWA Tue 7/1/03 Tue 7/1/03 7/1
Review Period Wed 7/2/03 Tue 7/22/03
Comments Due from FHWA Tue 7/22/03 Tue 7/22/03 7/22
Incorporate Comments Wed 7/23/03 Fri 8/1/03
Develop 508-Compliant/Publication Ready Version of Presentation Mon 8/4/03 Tue 8/12/03
Submit Final Presentation to FHWA Tue 8/12/03 Tue 8/12/03 8/12
Develop Project Fact Sheet Fri 5/2/03 Tue 7/1/03
Submit Draft Fact Sheet to FHWA Tue 7/1/03 Tue 7/1/03 7/1
Review Period Wed 7/2/03 Tue 7/22/03
Comments Due from FHWA Tue 7/22/03 Tue 7/22/03 7/22
Incorporate Comments Wed 7/23/03 Fri 8/1/03
Develop 508-Compliant/Publication Ready Version of Fact Sheet Mon 8/4/03 Tue 8/12/03
Submit Final Fact Sheet to FHWA Tue 8/12/03 Tue 8/12/03 8/12
A2. Tri-Fold Brochure Fri 5/2/03 Wed 8/20/03
Develop Tri-Fold Brochure Fri 5/2/03 Wed 7/16/03
Submit Draft Tri-Fold Brochure to FHWA Wed 7/16/03 Wed 7/16/03 7/16
Review Period Thu 7/17/03 Wed 7/30/03
Comments Due from FHWA Wed 7/30/03 Wed 7/30/03 7/30
Incorporate Comments Wed 7/30/03 Fri 8/8/03
Develop 508-Compliant/Publication Ready Version of Tri-Fold Brochure Mon 8/11/03 Tue 8/19/03
Submit Final Tri-Fold Brochure to FHWA Wed 8/20/03 Wed 8/20/03 8/20
A3. Communications Plan Fri 5/2/03 Tue 7/29/03
Develop Communications Plan Fri 5/2/03 Thu 7/3/03
Submit Draft Communications Plan to FHWA Tue 7/1/03 Tue 7/1/03 7/1
Review Period Fri 7/4/03 Tue 7/15/03
Comments Due from FHWA Tue 7/15/03 Tue 7/15/03 7/15
Incorporate Comments Tue 7/15/03 Tue 7/29/03
Submit Final Comm unications Plan to FHWA Tue 7/29/03 Tue 7/29/03 7/29
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2003
Task Name Start Finish Apr May Jun Jul Aug Sep Oct
A4. Configuration Management Primer Fri 5/2/03 Wed 9/10/03
Develop CM Primer Fri 5/2/03 Thu 7/3/03
Develop 508-Compliant/Publication Ready Version of CM Primer Fri 7/4/03 Wed 7/16/03
Submit Draft CM Primer Wed 7/16/03 Wed 7/16/03 7/16
Review Period Thu 7/17/03 Wed 7/30/03
Comments Due from FHWA Wed 7/30/03 Wed 7/30/03 7/30
Incorporate Comments Thu 7/31/03 Wed 8/13/03
Submit Revised CM Primer to FHWA Wed 8/13/03 Wed 8/13/03 8/13
Review Period Thu 8/14/03 Wed 8/27/03
Comments Due from FHWA Wed 8/27/03 Wed 8/27/03 8/27
Incorporate Comments Thu 8/28/03 Fri 9/5/03
Revise 508-Com pliant/Publication Ready Version of CM Primer Mon 9/8/03 Wed 9/10/03
Submit Final CM Primer to FHWA Wed 9/10/03 Wed 9/10/03 9/10
B. Future Research, Training, or Technical Transfer Fri 5/2/03 Thu 10/2/03
B1. Draft White Paper Fri 5/2/03 Thu 8/21/03
Develop Draft White Paper Fri 5/2/03 Thu 7/31/03
Submit Draft White Paper Thu 7/31/03 Thu 7/31/03 7/31
Review Period Fri 8/1/03 Thu 8/21/03
Comments Due from FHWA Thu 8/21/03 Thu 8/21/03 8/21
B2. Final White Paper Fri 8/22/03 Thu 10/2/03
Develop Revised White Paper Fri 8/22/03 Thu 9/4/03
Submit Revised White Paper Thu 9/4/03 Thu 9/4/03 9/4
Review Period Fri 9/5/03 Thu 9/18/03
Comments Due from FHWA Thu 9/18/03 Thu 9/18/03 9/18
Incorporate Comments Fri 9/19/03 Fri 9/26/03
Develop 508-Compliant/Publication Ready Version of Final White Paper Mon 9/29/03 Thu 10/2/03
Submit Final White Paper Thu 10/2/03 Thu 10/2/03 10/2
C. Completion of Final Technical Reference Document Tue 5/6/03 Fri 7/11/03
Develop Revised Technical Reference Document Tue 5/6/03 Fri 5/23/03
Develop 508-Compliant/Publication Ready Version of Technical Reference Document Mon 5/26/03 Mon 6/2/03
Submit Revised Technical Reference Document Mon 6/2/03 Mon 6/2/03 6/2
Review Period Mon 6/2/03 Fri 6/20/03
Comments Due from FHWA Mon 6/23/03 Mon 6/23/03 6/23
Incorporate Comments Tue 6/24/03 Fri 7/11/03
Submit Final Technical Reference Document Fri 7/11/03 Fri 7/11/03 7/11
For More Information
Brian L. Smith
briansmith@virginia.edu
http://SmartTravelLab.virginia.edu
Rebecca Doyle
doyler@saic.com
2003 TMC PFS Annual Meeting
