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ITIL Release Management
                              and Automation




    Eric Minick
    eric@urbancode.com

    @EricMinick
    Blogs.urbancode.com
1
The Plan for Today
• ITIL:
    – A brief introduction
    – The generic problem of implementing ITIL

• Release Management:
    – Rise of release management
    – ITIL release management concepts
    – Varying approach to release management

• Automation:
    – The end of speed vs. control
    – Adding value across the SDLC

• ITIL Release Managers Acting as DevOps Facilitators

2
IT Infrastructure Library
• Public framework of “Best Practice” for IT Service
  Management
    v1: 1989 – 1995, v2: 2000 – 2004, v3: 2007
    Updated for 2011

v3: Service Lifecycle
    Service Strategy,
    Service Design,
    Service Transition,
    Service Operation,         http://www.best-management-
    Continual Services                 practice.com
    Improvement
3
The generic problem in ITIL
• “The guidance in the ITIL publications is applicable
  generically”
    – Organizational needs vary
    – Little guidance on implementation

• Hard to understand the generic language
    – “A service is a means of delivering value to customers by
      facilitating outcomes customers want to achieve without
      the ownership of specific costs and risks.”
    – “Service Management is a set of specialized organizational
      capabilities for providing value to customers in the form of
      services.”

              Quotes from “An Introductory Overview of ITIL V3”,
                             The IT Service Management Forum
4
The generic problem in ITIL
• “The guidance in the ITIL publications is applicable
  generically”
    – Organizational needs vary
    – Little guidance on implementation

• Hard to understand the generic language
    – “A service is a means of delivering value to customers by
      facilitating outcomes customers want to achieve without
      the ownership of specific costs and risks.”
    – “Service Management is a set of specialized organizational
      capabilities for providing value to customers in the form of
      services.”

              Quotes from “An Introductory Overview of ITIL V3”,
                             The IT Service Management Forum
5
Loose translation from ITIL 2011 Glossary

• Configuration Item: a unit of stuff
• Release: all the stuff (not just software)
• Deployment: moving stuff to the live
  environment
• Release Window: agreed time to move stuff
• Build Environment: a controlled environment
  to assemble stuff
• Definitive Media Library (DML): only place to
  get software stuff for a release

6
Agenda
• ITIL:
    – A brief introduction
    – The generic problem of implementing ITIL

• Release Management:
    – Rise of release management
    – ITIL release management concepts
    – Varying approach to release management

• Automation:
    – The end of speed vs. control
    – Adding value across the SDLC

• ITIL Release Managers Acting as DevOps Facilitators

7
The rise of release management




    Increasing                   Need better
                 Faster pace
    complexity                   management.




8
Increasing architectural complexity

                                    Service Oriented
                        Web Apps
               Client
               Server
     PC Apps

Mainframe


       Past             90s-2000s        Current




 9
More complex team structures



Reversed Conway’s Law
     – Complex architectures require complex
       organizational structures




10
More complex team structures, ctd
• Implicit system knowledge scattered across
  geography and companies
     – Distributed development
     – Offshore development
     – Outsource development
     – Outsourced IT operations




11
Faster pace of software development
• Business agility is about being able to respond
  in the market




       Dotted line represents market. Solid line our applications
       based on imperfect guesses of market direction.


12
The ITIL releasemanagement concept
• Service Transition, 4.4: Release and Deployment
  Management

     – “Release and Deployment Management aims to build,
       test and deliver the capability to provide the services
       specified by Service Design and that will accomplish
       the stakeholders' requirements and deliver the
       intended objectives.”




13
The ITIL releasemanagement concept
• Service Transition, 4.4: Release and Deployment
  Management

     – “Release and Deployment Management aims to build,
       test and deliver the capability to provide the services
       specified by Service Design and that will accomplish
       the stakeholders' requirements and deliver the
       intended objectives.”

• ITIL 2011 update
     – Release Management is called upon from Project
       Management to perform the planning of build, test
       and deployment of Releases.

14
Approaches to release management



     Super project management




15
Approaches to release management



                             Gate Keepers




16   Image source: http://www.denverpost.com/travel/ci_7524577
Approaches to release management



            Post Office




17
Approaches to release management



                        DevOps facilitators




     Image source: http://westlawinsider.com/legal-research/headnote-of-the-
18
     day/westlaw-headnote-of-the-day-march-30-2011/
Agenda
• ITIL:
     – A brief introduction
     – The generic problem of implementing ITIL

• Release Management:
     – Rise of release management
     – ITIL release management concepts
     – Varying approach to release management

• Automation:
     – The end of speed vs. control
     – Adding value across the SDLC

• ITIL Release Managers Acting as DevOps Facilitators

19
Automation: speed vs. control
• False dichotomy resulting from
     – Risk-tolerant vs. risk-adverse mindsets
     – Different bonus plans




20
Automation: speed vs. control
• False dichotomy resulting from
     – Risk-tolerant vs. risk-adverse mindsets
     – Different bonus plans


• Automation improves
     – Speed
     – Control
     – Visibility
     – Auditability

21
      http://www.streetfire.net/video/126-top-gear-self-driving-bmw_180380.htm
Complexity demands automation




22
Manual bug fix & retest process




23   http://www.urbancode.com/html/resources/white-
     papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
Automation in bug fix & retest process




24   http://www.urbancode.com/html/resources/white-
     papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
Tie Automation to your RM Approach
• Super project management
     – Use it to track what’s where.

• Release management as gate keepers
     – Enforce gates automatically. IE: Tie execution of
       deployment to Stage to results of automated
       tests.

• Release management as DevOps facilitators
     – Automate handoff elements and push for
       increased consistency.
25
Agenda
• ITIL:
     – A brief introduction
     – The generic problem of implementing ITIL

• Release Management:
     – Rise of release management
     – ITIL release management concepts
     – Varying approach to release management

• Automation:
     – The end of speed vs. control
     – Adding value across the SDLC

• ITIL Release Managers Acting as DevOps Facilitators

26
Release management spans the SDLC



                           • Functional
                             test                • Deploy to

 Dev   • Build
       • Unit test    QA   • Performance
                             test
                                           Ops     Staging
                                                 • Deploy to
                                                   Production
                           • UAT




                     Silos Stink
27
Don’t be a silo. Be a Silo Smasher.




                  Release
                 Managers



        Dev                     Ops




28
Use common automation against silos
• Common builds
                                        But we’re soo
• Common IaaS                      different, we need our
                                         own thing
• Common deployments



• Shared ownership of
  release pipeline
             dev    system
     build                   UAT    sign-off   staging   prod
             test    test



29
Use common automation against silos
•    Common builds
                                        But we’re soo
•    Common IaaS                   different, we need our
                                         own thing
•    Common deployments
•    Shared ownership of
     release pipeline



             dev    system
     build                   UAT    sign-off   staging   prod
             test    test



30
Process Transformation




31
Form a process team
• Release Management chairs this team

• Other members:
     – Stakeholders across the SDLC: Devs, QA, Ops, Sec..

• Team meets
     – Regularly (quarterly or in line Dev Sprints)
     – For Post-mortem’s of any outage and releases

• RM incorporates results into official SDLC
32
The cardinal sins of post mortem results
• Our action item is never, ever, ever “Be more
  careful”

• It’s almost never “document _____ better”

• Avoid “Release less often”

     * For more on good and bad post-mortems, check out “How to
     Make Failure Beautiful: The Art and Science of Postmortems” by
     Jake Loomis in Web Operations (ed. Allspaw& Robbins)

33
Start Updating Process: Ex. Refinements
• Because errors creep into the official builds…
     – Unify the CI and official builds and test nightly

• Because a new app wasn’t compatible with
  the live environment…
     – Involve sys-admins in early design phases
     – Setup test envs that more closely match Live

• Deployments failed due to manual error
     – Increase automation in deployment

34
In Summary…
• ITIL RM should be DevOps facilitation

• Embrace the grand charter for RM in ITIL

• Recognize process expertise and automation
  pieces already available across IT (Dev & Ops)

• Co-own the process, but chair a team
     – ITIL Continual Services Improvement
35
References
          http://urbancode.com/resources
•    Enterprise CD Maturity Model
•    Death to Manual Deployments!
•    Lean Build & Deployment Automation
•    Deployment Automation Basics
Blogs.urbancode.com
Twitter.com/Urbancode
Facbebook.com/UrbanCodeSoft
Slideshare.net/Urbancode
36
Release Management & Automation Products

• uBuild
     – Build automation and CI for the hard problems
• uDeploy
     – Deployment and release management
• uProvision
     – Spins up virtual environments. Integrated with
       VMWare, Azure and EC2
• uRelease
     – Release & Environment management / planning

37
Next Webcast

     uRelease public demo
      - Nov 27th 13:00 US ET (GMT – 5)




38
Questions?

     Slides will be up at: Slideshare.net/Urbancode/
        More resources: Urbancode.com/resources/




     Eric Minick
     eric@urbancode.com
     @EricMinick

     Blogs.urbancode.com
39

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ITIL, Release Management and Automation

  • 1. ITIL Release Management and Automation Eric Minick eric@urbancode.com @EricMinick Blogs.urbancode.com 1
  • 2. The Plan for Today • ITIL: – A brief introduction – The generic problem of implementing ITIL • Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management • Automation: – The end of speed vs. control – Adding value across the SDLC • ITIL Release Managers Acting as DevOps Facilitators 2
  • 3. IT Infrastructure Library • Public framework of “Best Practice” for IT Service Management v1: 1989 – 1995, v2: 2000 – 2004, v3: 2007 Updated for 2011 v3: Service Lifecycle Service Strategy, Service Design, Service Transition, Service Operation, http://www.best-management- Continual Services practice.com Improvement 3
  • 4. The generic problem in ITIL • “The guidance in the ITIL publications is applicable generically” – Organizational needs vary – Little guidance on implementation • Hard to understand the generic language – “A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks.” – “Service Management is a set of specialized organizational capabilities for providing value to customers in the form of services.” Quotes from “An Introductory Overview of ITIL V3”, The IT Service Management Forum 4
  • 5. The generic problem in ITIL • “The guidance in the ITIL publications is applicable generically” – Organizational needs vary – Little guidance on implementation • Hard to understand the generic language – “A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks.” – “Service Management is a set of specialized organizational capabilities for providing value to customers in the form of services.” Quotes from “An Introductory Overview of ITIL V3”, The IT Service Management Forum 5
  • 6. Loose translation from ITIL 2011 Glossary • Configuration Item: a unit of stuff • Release: all the stuff (not just software) • Deployment: moving stuff to the live environment • Release Window: agreed time to move stuff • Build Environment: a controlled environment to assemble stuff • Definitive Media Library (DML): only place to get software stuff for a release 6
  • 7. Agenda • ITIL: – A brief introduction – The generic problem of implementing ITIL • Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management • Automation: – The end of speed vs. control – Adding value across the SDLC • ITIL Release Managers Acting as DevOps Facilitators 7
  • 8. The rise of release management Increasing Need better Faster pace complexity management. 8
  • 9. Increasing architectural complexity Service Oriented Web Apps Client Server PC Apps Mainframe Past 90s-2000s Current 9
  • 10. More complex team structures Reversed Conway’s Law – Complex architectures require complex organizational structures 10
  • 11. More complex team structures, ctd • Implicit system knowledge scattered across geography and companies – Distributed development – Offshore development – Outsource development – Outsourced IT operations 11
  • 12. Faster pace of software development • Business agility is about being able to respond in the market Dotted line represents market. Solid line our applications based on imperfect guesses of market direction. 12
  • 13. The ITIL releasemanagement concept • Service Transition, 4.4: Release and Deployment Management – “Release and Deployment Management aims to build, test and deliver the capability to provide the services specified by Service Design and that will accomplish the stakeholders' requirements and deliver the intended objectives.” 13
  • 14. The ITIL releasemanagement concept • Service Transition, 4.4: Release and Deployment Management – “Release and Deployment Management aims to build, test and deliver the capability to provide the services specified by Service Design and that will accomplish the stakeholders' requirements and deliver the intended objectives.” • ITIL 2011 update – Release Management is called upon from Project Management to perform the planning of build, test and deployment of Releases. 14
  • 15. Approaches to release management Super project management 15
  • 16. Approaches to release management Gate Keepers 16 Image source: http://www.denverpost.com/travel/ci_7524577
  • 17. Approaches to release management Post Office 17
  • 18. Approaches to release management DevOps facilitators Image source: http://westlawinsider.com/legal-research/headnote-of-the- 18 day/westlaw-headnote-of-the-day-march-30-2011/
  • 19. Agenda • ITIL: – A brief introduction – The generic problem of implementing ITIL • Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management • Automation: – The end of speed vs. control – Adding value across the SDLC • ITIL Release Managers Acting as DevOps Facilitators 19
  • 20. Automation: speed vs. control • False dichotomy resulting from – Risk-tolerant vs. risk-adverse mindsets – Different bonus plans 20
  • 21. Automation: speed vs. control • False dichotomy resulting from – Risk-tolerant vs. risk-adverse mindsets – Different bonus plans • Automation improves – Speed – Control – Visibility – Auditability 21 http://www.streetfire.net/video/126-top-gear-self-driving-bmw_180380.htm
  • 23. Manual bug fix & retest process 23 http://www.urbancode.com/html/resources/white- papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
  • 24. Automation in bug fix & retest process 24 http://www.urbancode.com/html/resources/white- papers/Build_and_Deployment_Automation_for_the_Lean_Economy/
  • 25. Tie Automation to your RM Approach • Super project management – Use it to track what’s where. • Release management as gate keepers – Enforce gates automatically. IE: Tie execution of deployment to Stage to results of automated tests. • Release management as DevOps facilitators – Automate handoff elements and push for increased consistency. 25
  • 26. Agenda • ITIL: – A brief introduction – The generic problem of implementing ITIL • Release Management: – Rise of release management – ITIL release management concepts – Varying approach to release management • Automation: – The end of speed vs. control – Adding value across the SDLC • ITIL Release Managers Acting as DevOps Facilitators 26
  • 27. Release management spans the SDLC • Functional test • Deploy to Dev • Build • Unit test QA • Performance test Ops Staging • Deploy to Production • UAT Silos Stink 27
  • 28. Don’t be a silo. Be a Silo Smasher. Release Managers Dev Ops 28
  • 29. Use common automation against silos • Common builds But we’re soo • Common IaaS different, we need our own thing • Common deployments • Shared ownership of release pipeline dev system build UAT sign-off staging prod test test 29
  • 30. Use common automation against silos • Common builds But we’re soo • Common IaaS different, we need our own thing • Common deployments • Shared ownership of release pipeline dev system build UAT sign-off staging prod test test 30
  • 32. Form a process team • Release Management chairs this team • Other members: – Stakeholders across the SDLC: Devs, QA, Ops, Sec.. • Team meets – Regularly (quarterly or in line Dev Sprints) – For Post-mortem’s of any outage and releases • RM incorporates results into official SDLC 32
  • 33. The cardinal sins of post mortem results • Our action item is never, ever, ever “Be more careful” • It’s almost never “document _____ better” • Avoid “Release less often” * For more on good and bad post-mortems, check out “How to Make Failure Beautiful: The Art and Science of Postmortems” by Jake Loomis in Web Operations (ed. Allspaw& Robbins) 33
  • 34. Start Updating Process: Ex. Refinements • Because errors creep into the official builds… – Unify the CI and official builds and test nightly • Because a new app wasn’t compatible with the live environment… – Involve sys-admins in early design phases – Setup test envs that more closely match Live • Deployments failed due to manual error – Increase automation in deployment 34
  • 35. In Summary… • ITIL RM should be DevOps facilitation • Embrace the grand charter for RM in ITIL • Recognize process expertise and automation pieces already available across IT (Dev & Ops) • Co-own the process, but chair a team – ITIL Continual Services Improvement 35
  • 36. References http://urbancode.com/resources • Enterprise CD Maturity Model • Death to Manual Deployments! • Lean Build & Deployment Automation • Deployment Automation Basics Blogs.urbancode.com Twitter.com/Urbancode Facbebook.com/UrbanCodeSoft Slideshare.net/Urbancode 36
  • 37. Release Management & Automation Products • uBuild – Build automation and CI for the hard problems • uDeploy – Deployment and release management • uProvision – Spins up virtual environments. Integrated with VMWare, Azure and EC2 • uRelease – Release & Environment management / planning 37
  • 38. Next Webcast uRelease public demo - Nov 27th 13:00 US ET (GMT – 5) 38
  • 39. Questions? Slides will be up at: Slideshare.net/Urbancode/ More resources: Urbancode.com/resources/ Eric Minick eric@urbancode.com @EricMinick Blogs.urbancode.com 39