Elements and Performance Criteria
- Establish configuration management requirements
- Establish identification standards for naming and version control of system, network, software and documentation to align with organisational needs
- Establish tools and procedures for the required level of integration into the programming, system or network environment
- Determine responsibilities for configuration management within the project and for ongoing support, including approval of changes
- Determine the appropriate points for configuration of particular items
- Establish control mechanisms
- Establish methods for identification and recording of change requests in line with organisational guidelines
- Establish acceptance criteria, test and acceptance processes and processes for approval of change requests in line with organisational guidelines
- Establish security, access and management control criteria and quality benchmarks
- Determine necessary audit trails and alerts for variations or non-conformance
- Establish monitoring mechanisms
- Establish mechanisms to identify software status throughout the software life cycle, or the status of the system or network during upgrading or reconfiguration
- Determine management of records and status reports, including the history of baselines and their links to backups
- Define target audiences and determine the level of detail required in the status reports
- Integrate configuration management into general project management processes for monitoring and control purposes
- Document control and monitoring mechanisms
- Manage the release of the product to clients
- Determine physical and functional completeness of items prior to release
- Determine requirements for formal control of software products and documentation
- Determine policies for retention of baseline and master copies in line with safety, security and legislative requirements and organisational guidelines