Release Management for BMC Remedy IT Service Management version 7.0 WHITE PAPER
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1 Release Management for BMC Remedy IT Service Management version 7.0 WHITE PAPER
2 Table of Contents Overview...2 Release Management Request Process...3 Associating Relationships to the Release Request...5 Release Management Approval Procedures...7 Release Management Templates...7 Conclusion...8 PAGE 1 OF 10
3 Overview Release management is an increasingly important process that more and more organizations are addressing as part of a larger IT Infrastructure Library (ITIL ) implementation. Release management allows IT organizations to improve the quality and speed of releases through a synchronized and coordinated process. The objective of release management is to oversee the controlled distribution of software and hardware components into the live environment. Release management provides a structured approach to the management of releases into the IT infrastructure, from initial policy and planning, through design building and testing, to distribution and installation. Release management consists of four procedures (see Figure 1): Request for Change Handling This procedure is used by release managers to review the requests for change (RFCs) that have been passed to release management. Release Definition This procedure is used by release managers to organize Change Advisory Board (CAB) meetings, as well as by CAB members who decide which of the RFCs submitted for CAB review should be fulfilled by the next release. As part of this procedure, a release is registered as a change with the change type Release. Release managers also use this procedure to split the requirements of releases into logical groups that can be handled efficiently by change supervisors. Business Justification This procedure is used by release managers when additional funding needs to be obtained for the implementation of a release. Release Coordination Release managers use this procedure to initiate the implementation of releases and to decide on corrective actions as needed. After the initiation of the implementation, the relevant change managers will register their changes with the change type Change and relate these to the release. Figure 1. The release management process PAGE 2 OF 10
4 Release Management Request Process The release management governance process, as prescribed by the ITIL framework, is supported by the BMC Remedy IT Service Management suite through the BMC Remedy Change Management application, which includes multiple, related/dependent change record options. The intended procedural flow would involve the creation of a Release Request (record) via the BMC Remedy Change Management application (See Figure 2). Figure 2. Release request PAGE 3 OF 10
5 This release record is initiated through the use of the Change Type field found on the BMC Remedy Change Management form (see Figure 3). Figure 3. Opening a Release Request in BMC Remedy Change Management PAGE 4 OF 10
6 Associating Relationships to the Release Request Once the record with a change type of Release has been created, one or more records (RFCs) can then be related as child or peer entities for that change type (see Figure 4). Figure 4. Associating relationships in BMC Remedy Change Management PAGE 5 OF 10
7 This creation of the relationship activity is initiated from the relationship tab on the BMC Remedy Change Management form (see Figure 5). Figure 5. The relationship tab in BMC Remedy Change Management Depending on the needs of the business, this activity could take place following some form of high-level approval in a multi-phased approval configuration, most commonly following the business approval stage. PAGE 6 OF 10
8 Release Management Approval Procedures The related requests (records) would include all of the necessary activities (tasks, dates, etc.) required to execute the customer s adopted release process, such as planning, design, build, configuration, and testing activities. They would be subjected to a formalized approval process designed specifically for the release procedure outlined by the customer. These release approval procedures would ensure that there is documented accountability for the review and acceptance of the test results (see Figure 6). Figure 6. Approval procedures for documented accountability Release Management Templates In order to facilitate the creation of the release records, the BMC Remedy Change Management application includes templates, task templates, and task group templates functionality. Template-based release records can be created programmatically (through workflow at a defined stage in the lifecycle of the RFC) to increase the end user s experience with the solution, as well as to ensure that the standardized process for release is followed. For more complex environments, multiple varying release template records can be created, allowing for the attributes of the RFC(s) being planned to determine which release process flow should be followed. PAGE 7 OF 10
9 Conclusion The example presented in this document is intended to provide a guide as to how the release management governance process can be accomplished, but is not intended to present the only manner with which the process could be achieved. Each customer s environment is unique, and therefore, different processes may need to be supported. For detailed information on the operations of the BMC Remedy Change Management application, such as how to create relationships, please refer to the BMC Remedy Change Management 7.0 User s Guide. For more detailed information on best practices for release management, please refer to the BMC Service Management Process Model at PAGE 8 OF 10
10 ABOUT BMC BMC Software delivers the solutions IT needs to increase business value through better management of technology and IT processes. Our industry-leading Business Service Management solutions help you reduce cost, lower risk of business disruption, and benefit from an IT infrastructure built to support business growth and flexibility. Only BMC provides best-practice IT processes, automated technology management, and award-winning BMC Atrium technologies that offer a shared view into how IT services support business priorities. Known for enterprise solutions that span mainframe, distributed systems, and end-user devices, BMC also delivers solutions that address the unique challenges of the midsized business. Founded in 1980, BMC has offices worldwide and fiscal 2007 revenues of $1.58 billion. Activate your business with the power of IT. To learn more about how BMC can help activate your business, visit or call (800) BMC, BMC Software, and the BMC Software logo are the exclusive properties of BMC Software, Inc., are registered with the U.S. Patent and Trademark Office, and may be registered or pending registration in other countries. All other BMC trademarks, service marks, and logos may be registered or pending registration in the U.S. or in other countries. ITIL is a registered trademark, and a registered community trademark of the Office of Government Commerce, and is registered in the U.S. Patent and Trademark Office. All other trademarks or registered trademarks are the property of their respective owners BMC Software, Inc. All rights reserved. * *
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