# Configuration Management

Configuration management consists of managing the technical description of a system, as well as managing all changes made during the evolution of the system.

It is the set of processes to ensure the conformity of a product to the requirements, throughout its life cycle.

In computing, for example, configuration management can be used for many purposes.

- To store and trace the different versions or revisions of any information intended to be used by a system (hardware, software, document, unit data, etc.).
- To deploy configurations through a computer park in the form of files and data.
- Manage source codes …

## Products

Allows to define product and sub-product.

Allows to link components to product.

Product configuration screen

Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the product.
Name | Name of the product.
Product type | Type of product.
Designation | Trade name of the product known outside the company.
Customer | The customer the product should be delivered to.
Prime contractor | The contact, into customer organization, who will be responsible for the product delivery.
Responsible | Person responsible for the product.
sub-product | Name of the top product if this product is a sub-product.
Status | State to be registered.
Closed | item is closed if checked
Description : | Box checked indicates the product is archived.

Treatment

You can create many links between products, product versions and component

> Project linked to this product

> Possibility of attaching the products of the list to projects.

> When you link a project to a product, all versions of this product are going to be linked.

> The start and end date corresponds to the duration of this link.

> Composition

> List of sub-products and list of components used by this product

> See: Relationships.

> Structure

> You can display 2 ways to display the structure. Normal and flat.

> Normal display the product structure

> Box checked “Show versions for all structure” allows to display versions of sub-products and components.

> Box checked “Show projects linked to versions” allows to display projects linked.

> Display the product structure with the boxes checked

## Product Versions

Allows to define versions of a product.

Allows to link a component version to product version.

Allows to link the product version to a project.

Ability to define the compatibility between product versions (feature activated through a global parameter)

Automatic formatting of version name

Possibility to define if the version name is automatically produced from the product name and version number.

Set Global Parameters to activate this feature.

Else, the version name will entered manually.

By profile, possibility to have a different list of the version of the original product according to the status.

Description

Product version description

Required field
Field | Description
--- | ---
Id | Unique Id for the version
Product | The product on which the version applies
Version number | Version number of the product
Product v° type | Type of the product version: major, minor, patch
Name | Name of the version
Prime contractor | The contact, into customer organization, who will be responsible for the version delivery
Responsible | Resource responsible of the version.
Sart date | Initial, planned and real start dates of the version
Delivery date | Initial, planned and real delivery dates of the version
Entry into service | Initial, planned and real entry into service date of the version
End date | Initial, planned and real end dates of the version
Status | State to be registered
Description | Complete description of the version

Version number & Name

The field “Version number” appears only if the global parameter “Automatic format of version name” is set to Yes.

The field “Name” will be read only.

Prime contractor

The field “Prime contractor can be different from product prime contractor.

Entry into service (Real)

The field “Entry into service” specify the date of entry into service.

The box “Done” is checked when the real date field is set.

End date (Real)

The field “End date” specify the date end-of-service.

The box “Done” is checked when the real date field is set.

## Components

Allows to define product components.

Allows to define products using the component.

Possibility to define component types and component versions that will only be used for definition of structure (not for Version Planning or Tickets)

Component details

Description

Required field
Field | Description
--- | ---
Id | Unique Id for the component
Name | Name of the component
Component type | Type of component
Identifier | Another name to identify the component
Responsible | Person responsible for the component
Statut | State to be registered
Closed | Box checked indicates the component is archived
Description | Complete description of the component

Component versions

List of versions defined for the component.

Component versions are defined in Component Versions screen.

## Component Versions

Allows to define versions of a component.

Allows to link a product version to component version.

Component version details

Automatic formatting of version name

Possibility to define if the version name is automatically produced from the component name and version number.

Set global parameters to activate this feature.

Else, the version name will entered manually.

Description

Required field
Field | Description
--- | ---
Id | Unique Id for the version
Component | The component on which the version applies
Version number | V° number of the component
Component V° type | Type of the component version: major, minor or patch
Name | Name of the version.
Responsible | Name of the responsible.
Start date | Initial, planned and real start dates of the version
Delivery date | Initial, planned and real delivery dates of the version
Entry into service | Initial, planned and real entry into service date of the version
End date | Initial, planned and real end dates of the version
Statut | State to be registered
Description | Complete description of the version

Note

Initial Date

when the planned date has been set, the initial date (if it is empty only) will be defined

Version number & Name

The field “Version number” appears only if the global parameter “Automatic format of version name” is set to Yes.

The field “Name” will be read only.

Entry into service (Real)

The field “Entry into service” specify the date of entry into service.

The box “Done” is checked when the real date field is set.

End date (Real)

The field “End date” specify the date end-of-service.

The box “Done” is checked when the real date field is set.

## Relationships

### product and component elements

Allows to manage relationships between products and components to define product structure.

See possible relationships: Product structure

Relationships management

- Click on to create a new relationship. The dialog box “Structure” appear.
- Click on to delete the corresponding relationship.

Structure

### versions of products and components

Allows to define links between versions of products and components.

Note

Only with the elements defined in the product structure.

Link management

- Click on to create a new link. The dialog box “Version Structure” appear.
- Click on to delete the corresponding link.

Version structure

### version to projects

This section allows to manage links between projects and versions of products.

Link version to projects management

- Click on to create a new link.
- Click on to update an existing link.
- Click on to delete the corresponding link.

Project / Version Link

Project-Version link dialog box
Field | Description
--- | ---
Project | The project linked to product version or the project list.
Product | Product linked to the project or the list of products.
Version | Product version linked to the project or list of product versions.
Start date | Version start date (Planned start date).
End date | Version end date (release date on the version).
Status | State to be registerd
Closed | Box checked indicates the link is not active anymore, without deleting it.

Fields Project, Product and Version

- From the screen Projects, the fields product and version will be selectable.
- From the screen Product versions, the field project will be selectable.

## Versions planning

Select one or more product versions and the planning version is displayed.

This planning displays each version of selected product versions and their components from define start date to deliverable date.

To use it define your start and delivery date in Product Version and Component Version.

Note

To insert values you have to activate display the start and delivery milestones’ in global parameters otherwise these fields are hidden.

This screen allows to see if the delivery date of Component versions is more later than their Product versions.

Graphically, you can see any delay or incompatibility.

Planning version

Display options

Click on to add an activity. Click on to filter the version display.

Version planning options

Click on Show activities from product version or Show activities from component version To display the related activities.

New check boxes will appear: one to show resources and the other to show or hide versions with no activity displayed.

You must select an existing activity to insert the new activity into the WBS structure.

If no activity is selected then the “add new element” icon will be grayed out.

The new activity is automatically inserted after the selected activity.

The new activity is generated on the same project, with the same component, the same component version, and with the same product and the same product version if these elements are filled in on the original activity.

The insertion from the selection of a product and component version will not be possible because we do not know where to insert it in the WBS of the projects.