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8/13/2019 Jan 19 - Rollout Planning_v1b_final
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2006 Jupitermedia Corporation
Webcast Title
Successful Rollout Planning
1
Successful Rollout Planning
January 19, 2006
2:00pm EST, 11:00am PST
George Spafford, President
Spafford Global Consulting
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Housekeeping
Submitting questions to speaker
Questions will be answered during 10 minute Q&A session
at end of presentation Locate Q&A button on right-hand side of screen. Click on
new, type in question to box provided, hit send.
Technical difficulties?
Use Q&A button on right-hand side of screen
Press *0 on telephone to talk with operator
Dial 888-523-2450-2450 toll free, or 410-568-3614
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Main Presentation
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Copyright Notices
ITIL is a registered trademark of the UK Office of
Government Commerce.
Visible Ops is the trademark of the IT Process Institute
(http://www.itpi.org)
This webcast is the property of Spafford Global Consulting,
Inc.
All other trademarks and company names are the property
of their respective owners.
A copy of these slides can be emailed to you for personal
reference use. Please contact [email protected]
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Agenda
Release Management Overview
Release Policy
Release Planning Rollout Planning
Back-out Planning
Rollout Checklist
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Release Management Overview
Tasked with planning, designing, building, configuration andtesting of releases.
The focus of Release Management is the protection of the liveenvironment and its services through the use of formal proceduresand checks. ITIL Service Support
Release management spans development, test and production.
Production
Environment
Test
Environment
Development
Environment
ReleaseManagement
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Overview - What is a Release?
A collection of authorized changes to an IT
service.
Can contain new and revised hardware andsoftware in three categoriesMajor, Minor and
Emergency
Release Unitdescribes the IT infrastructure
portion that is released together.
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OverviewTypes of Releases
FullThis is a complete set of hardware and/or
software.
Example: Windows XP or Windows Server 2003 DeltaContains only the configuration items that
changed.
Example: Service packs are typically delta releases.
PackageIs a formal combination of full anddelta releases.
Example: Windows XP and Service Pack 2.
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Overview - Release Management Dependencies
Change Management
Is the set of standardized
processes and tools used to
handle change requests inorder to support the business
while managing risks.
Configuration Management
Focuses on tracking and
documenting configurations
and then providing thisinformation to other areas
including Change and
Release Management.
The three process areas must work together
and share information.
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OverviewDetective Control Benefits
To plan releases necessitates accurate
knowledge of the current production builds
An automated tool that can detect all changeswithin scope can
Ensure production matches the last known good build
Confirm that production and preproduction match
Reduce circumvention of the change process
Drive cultural change as the processes cant be readily
bypassed
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Release Policy
Defines the release management control process
Establishes roles and responsibilities
The release numbering scheme
Frequency of releases The level of infrastructure detail that will have
releases
Release deliverables
Release documentation Requirements and testing of back-out plans
Configuration and acceptance criteria for theDefinitive Software Library (DSL)
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Release Planning
Define release contents
High-level scheduling and distribution
Conduct Site Surveys
Resource requirements
Establishing roles and responsibilities
Negotiating with vendors for hardware, software
and professional services
Development of back-out plans
Support planning
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Rollout Planning
Gets into the details of the rollout
Development of a detailed project plan / schedule
List of all affected CIs and the plan for installation
or removal of each Development of a detailed action plan by site
taking into consideration potential differences at
each.
Stakeholder communication plan Acquisition of required hardware and software
Schedule related meetings
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Rollout Checklist - 1
Appendix 9A of the ITIL Service Support volume has athorough list.
The following are example questions and each organizationneeds to develop their own checklist based on their needs:
Is there sufficient budget to support the release?
Have the necessary request for quotes been processed andauthorized?
Have training requirements been reviewed for end users,
support staff, release management and operations? Has technical support for the rollout been established?
Have software licensing issues been addressed includingobtaining license keys, establishing online validationmeasures, passwords, dongles, and so on?
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Rollout Checklist - 2
Have capacity requirements been addressed? (processing,
storage, network, etc.)
Has operations performed, or are they scheduled to
perform, their acceptance testing?
What are the success criteria for implementation?
Are any conflicting changes planned?
What is the back-out plan? Has it been reviewed and
tested? Has the Business Continuity Plan (BCP) been updated?
Has the relevant documentation been created or updated?
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The Goal
To introduce changes into the production
environment
To manage risks to a level that is acceptance tomanagement
To balance risks and costs
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Process References
For a definitive reference, see ITILs Service SupportVolumehttp://www.ogc.gov.uk/index.asp?id=2261
Microsofts Operations Framework Service
Management Functionshttp://www.microsoft.com/technet/itsolutions/cits/mo/smf
British Educational Communications and TechnologyAgency (BECTA)http://www.becta.org.uk/tsas
IT Process Institutes Visible Ops Methodologyhttp://www.itpi.org
http://www.ogc.gov.uk/index.asp?id=2261http://www.microsoft.com/technet/itsolutions/cits/mo/smfhttp://www.becta.org.uk/tsashttp://www.itpi.org/http://www.itpi.org/http://www.becta.org.uk/tsashttp://www.microsoft.com/technet/itsolutions/cits/mo/smfhttp://www.ogc.gov.uk/index.asp?id=22618/13/2019 Jan 19 - Rollout Planning_v1b_final
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Thank you!
George Spafford
http://www.spaffordconsulting.com
Daily News Archive
http://www.spaffordconsulting.com/dailynews.html
mailto:[email protected]://www.spaffordconsulting.com/http://www.spaffordconsulting.com/dailynews.htmlhttp://www.spaffordconsulting.com/dailynews.htmlhttp://www.spaffordconsulting.com/mailto:[email protected]8/13/2019 Jan 19 - Rollout Planning_v1b_final
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Questions?
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Thank you for attending
If you have any further questions, e-mail