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Avoiding the Release Weekend
aka
Happiness is more sleep… How DevOps thinking
can lead to a happier you (the release team).

John-Mason Shackelford
IBM UrbanCode Release
Product Manager
jpshack@us.ibm.com
© 2013 IBM Corporation
© 2013 IBM Corporation
Acknowledgements and Disclaimers:
Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all
countries in which IBM operates.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are
provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or
advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this
presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages
arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is
intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering
the terms and conditions of the applicable license agreement governing the use of IBM software.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they
may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these
materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific
sales, revenue growth or other results.
© Copyright IBM Corporation 2013. All rights reserved.

§ 

U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule
Contract with IBM Corp.

IBM, the IBM logo, ibm.com,WebSphere, Rational, and IBM Mobile Enterrise are trademarks or registered trademarks of International
Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked
on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law
trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law
trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at
www.ibm.com/legal/copytrade.shtml
Other company, product, or service names may be trademarks or service marks of others.

© 2013 IBM Corporation
What if you…

reduced release planning effort by 50%?
eliminated the Monday morning effect?
shortened production deployments by 90%?

© 2013 IBM Corporation
Increasing Release Complexity

1.  Enterprise grade web technologies = 
many moving parts	

2.  Integration of silo’d applications = 
system complexity, dependencies 
coordination	

3.  Market demand for more releases, more
frequently	

4.  Dynamic development environment =
frequent changes, sometimes last minute	

© 2013 IBM Corporation
Small Errors = Significant Consequences

A bad software upgrade
rendered a major bank
unable to process
payments for customers.
ZDNet	


An internal glitch between
Core systems and webtiers on a major bank
mobile app and website
reduced client balances to
zero.

NASDAQ chief
blames software
for delayed
Facebook debut.
Bloomberg	


servicevirtualization.com	


© 2013 IBM Corporation
Organizations that effectively leverage software innovation
outperform their competitors... yet few are able to deliver it
effectively
%

86

of companies believe software delivery
is important or critical

But only…	


25

%

of those who
leverage software
delivery today

69

%

outperform
those who don’t

leverage software delivery effectively today

Source: “The Software Edge: How effective software development drives competitive advantage,” IBM Institute of Business Value, March 2013
© 2013 IBM Corporation
DevOps
Enterprise capability for continuous software delivery that enables clients to
seize market opportunities and reduce time to customer feedback
DevOps Lifecycle

Customers

Business
Owners

Development/
Test

Operations/
Production

Continuous Innovation, Feedback and Improvements

Accelerate Software Delivery
Balance speed, cost, quality and risk
Reduce time to customer feedback	

© 2013 IBM Corporation
We have a process that works…
(mostly)
before
development  test
cycle	

Establish annual	

release calendar	


Shepherd project
selection  alignment	


Manage	

environment
scheduling	


during
development  test
cycle	

Monitor	

release process
milestones	

Build	

implementation plan	


at release time	

Oversee	

release readiness	

reviews  approvals 	

Coordinate	

release weekend	

activities	


after release	

Assist with	

triage  closure	

of post-release
issues	


…but how can we build on existing processes with new techniques
that accelerate delivery while reducing risk?	

© 2013 IBM Corporation
Leverage the release train
•  Release train works for both agile and waterfall
development teams. 	

•  Prepare to increase the number of releases 
year-on-year. 	

year
1
2
3
4

• 
• 
• 

Enterprise release count
30
100
200
400+

Streamline opt-in / opt-out process for projects and
applications:	

Minimize human interactions—adopt a notify  alert
model.	

Understand impacts and dependencies.	

© 2013 IBM Corporation
Employ a DevOps deployment strategy

DEV	

	

300X	


SIT	

	

120X	


QA	

	

60X	


PT	

	

15X	


UAT	

	

3X	


Continuous Delivery Deployments	


PROD	

	

1X	

Highly Orchestrated	


Pull testing and validation as far left as possible	

Push continuous delivery as far right as possible	

Employ processes and tooling that can handle the spectrum	

© 2013 IBM Corporation
Look for breaks in the pipeline

DEV	

	

300X	


SIT	

	

120X	


QA	

	

60X	


PT	

	

15X	


Continuous Delivery Deployments	


UAT	

	

3X	


PROD	

	

1X	

Highly Orchestrated	


•  Use same process as much as is feasible.
•  Parameterize to account for intended environment
differences.
•  Where process differs ensure that processes provide a bridge
so that no content gets lost or garbled across process gaps
© 2013 IBM Corporation
Streamline deployment planning w/ collaborative tooling
•  Dozens if not hundreds of individuals are required to assemble a release
implementation plan, single threading through a Release Manager w/ a
spreadsheet is slow, error prone and soon out-of-date.	


•  Distribute the work with a collaborative tool and distributed peer review
with release manager monitoring and asking questions related to specific
points of concern.	

© 2013 IBM Corporation
Fully distributing deployment responsibility?
Some organizations fully distribute deployment responsibility to
participants, managing windows but not direct dependencies.	


Um, I think
something bad
just happened?	


Can be much more efficient in planning, but…	

• 
limited visibility between participants leads to more issues discovered during
deployment	

• 
longer than necessary due to padding in windows	

	

Better to distribute where dependencies are few and use collaborative tooling that provides
visibility across distribution boundaries.	

© 2013 IBM Corporation
Provide real-time status during deployment execution

We do have better technology than this.

© 2013 IBM Corporation
Reduce number of human participants
The automation may be easier than you think.

TRY IBM URBANCODE
DEPLOY	

TRY IBM URBANCODE
DEPLOY	

TRY IBM URBANCODE
DEPLOY	


© 2013 IBM Corporation
Deployment Plan (dashboard)

	


Dashboard indicates time remaining until the end of the outage window, remaining effort,
late and waiting tasks and shows rollout up individual plan segment status.
	

	


© 2013 IBM Corporation
Deployment Plan (task assignment)

	


Production deployment plan – Individual tasks may be assigned to a role and a specific user
or may be claimed by a user with the appropriate role.
	


© 2013 IBM Corporation
Deployment Master Plan technology	


Scheduled
Deployment

Deployment
Master Plan

1.  Rudy schedules three deployments
each using the same master plan.

Wed

Scheduled
Deployment

Thu

Scheduled
Deployment

Fri

© 2013 IBM Corporation
Deployment Master Plan technology	


Scheduled
Deployment

Deployment
Master Plan

Otto corrects the master plan and
automatically updates the three
scheduled deployments.

Wed

Scheduled
Deployment

Thu

Scheduled
Deployment

Fri

© 2013 IBM Corporation
Deployment Master Plan technology	


Scheduled
Deployment

Deployment
Master Plan
During the deployment, Otto
discovers another issue with the
plan and makes an update. The
master deployment plan is also
updated as are other scheduled
deployments.

Wed

Scheduled
Deployment

Thu

Scheduled
Deployment

Fri

© 2013 IBM Corporation
Deployment Plan (suggested tasks)

21

© 2013 IBM Corporation
Scheduled Deployments

22

© 2013 IBM Corporation
Release Status

23

© 2013 IBM Corporation
www.ibm.com/software/rational

© 2013 IBM Corporation
www.ibm.com/software/rational
© Copyright IBM Corporation 2012. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind,
express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have
the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM
software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities
referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature
availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines
Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
© 2013 IBM Corporation
26

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Avoiding the Release Weekend

  • 1. Avoiding the Release Weekend aka Happiness is more sleep… How DevOps thinking can lead to a happier you (the release team). John-Mason Shackelford IBM UrbanCode Release Product Manager jpshack@us.ibm.com © 2013 IBM Corporation © 2013 IBM Corporation
  • 2. Acknowledgements and Disclaimers: Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2013. All rights reserved. §  U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, ibm.com,WebSphere, Rational, and IBM Mobile Enterrise are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml Other company, product, or service names may be trademarks or service marks of others. © 2013 IBM Corporation
  • 3. What if you… reduced release planning effort by 50%? eliminated the Monday morning effect? shortened production deployments by 90%? © 2013 IBM Corporation
  • 4. Increasing Release Complexity 1.  Enterprise grade web technologies = many moving parts 2.  Integration of silo’d applications = system complexity, dependencies coordination 3.  Market demand for more releases, more frequently 4.  Dynamic development environment = frequent changes, sometimes last minute © 2013 IBM Corporation
  • 5. Small Errors = Significant Consequences A bad software upgrade rendered a major bank unable to process payments for customers. ZDNet An internal glitch between Core systems and webtiers on a major bank mobile app and website reduced client balances to zero. NASDAQ chief blames software for delayed Facebook debut. Bloomberg servicevirtualization.com © 2013 IBM Corporation
  • 6. Organizations that effectively leverage software innovation outperform their competitors... yet few are able to deliver it effectively % 86 of companies believe software delivery is important or critical But only… 25 % of those who leverage software delivery today 69 % outperform those who don’t leverage software delivery effectively today Source: “The Software Edge: How effective software development drives competitive advantage,” IBM Institute of Business Value, March 2013 © 2013 IBM Corporation
  • 7. DevOps Enterprise capability for continuous software delivery that enables clients to seize market opportunities and reduce time to customer feedback DevOps Lifecycle Customers Business Owners Development/ Test Operations/ Production Continuous Innovation, Feedback and Improvements Accelerate Software Delivery Balance speed, cost, quality and risk Reduce time to customer feedback © 2013 IBM Corporation
  • 8. We have a process that works… (mostly) before development test cycle Establish annual release calendar Shepherd project selection alignment Manage environment scheduling during development test cycle Monitor release process milestones Build implementation plan at release time Oversee release readiness reviews approvals Coordinate release weekend activities after release Assist with triage closure of post-release issues …but how can we build on existing processes with new techniques that accelerate delivery while reducing risk? © 2013 IBM Corporation
  • 9. Leverage the release train •  Release train works for both agile and waterfall development teams. •  Prepare to increase the number of releases year-on-year. year 1 2 3 4 •  •  •  Enterprise release count 30 100 200 400+ Streamline opt-in / opt-out process for projects and applications: Minimize human interactions—adopt a notify alert model. Understand impacts and dependencies. © 2013 IBM Corporation
  • 10. Employ a DevOps deployment strategy DEV 300X SIT 120X QA 60X PT 15X UAT 3X Continuous Delivery Deployments PROD 1X Highly Orchestrated Pull testing and validation as far left as possible Push continuous delivery as far right as possible Employ processes and tooling that can handle the spectrum © 2013 IBM Corporation
  • 11. Look for breaks in the pipeline DEV 300X SIT 120X QA 60X PT 15X Continuous Delivery Deployments UAT 3X PROD 1X Highly Orchestrated •  Use same process as much as is feasible. •  Parameterize to account for intended environment differences. •  Where process differs ensure that processes provide a bridge so that no content gets lost or garbled across process gaps © 2013 IBM Corporation
  • 12. Streamline deployment planning w/ collaborative tooling •  Dozens if not hundreds of individuals are required to assemble a release implementation plan, single threading through a Release Manager w/ a spreadsheet is slow, error prone and soon out-of-date. •  Distribute the work with a collaborative tool and distributed peer review with release manager monitoring and asking questions related to specific points of concern. © 2013 IBM Corporation
  • 13. Fully distributing deployment responsibility? Some organizations fully distribute deployment responsibility to participants, managing windows but not direct dependencies. Um, I think something bad just happened? Can be much more efficient in planning, but… •  limited visibility between participants leads to more issues discovered during deployment •  longer than necessary due to padding in windows Better to distribute where dependencies are few and use collaborative tooling that provides visibility across distribution boundaries. © 2013 IBM Corporation
  • 14. Provide real-time status during deployment execution We do have better technology than this. © 2013 IBM Corporation
  • 15. Reduce number of human participants The automation may be easier than you think. TRY IBM URBANCODE DEPLOY TRY IBM URBANCODE DEPLOY TRY IBM URBANCODE DEPLOY © 2013 IBM Corporation
  • 16. Deployment Plan (dashboard) Dashboard indicates time remaining until the end of the outage window, remaining effort, late and waiting tasks and shows rollout up individual plan segment status. © 2013 IBM Corporation
  • 17. Deployment Plan (task assignment) Production deployment plan – Individual tasks may be assigned to a role and a specific user or may be claimed by a user with the appropriate role. © 2013 IBM Corporation
  • 18. Deployment Master Plan technology Scheduled Deployment Deployment Master Plan 1.  Rudy schedules three deployments each using the same master plan. Wed Scheduled Deployment Thu Scheduled Deployment Fri © 2013 IBM Corporation
  • 19. Deployment Master Plan technology Scheduled Deployment Deployment Master Plan Otto corrects the master plan and automatically updates the three scheduled deployments. Wed Scheduled Deployment Thu Scheduled Deployment Fri © 2013 IBM Corporation
  • 20. Deployment Master Plan technology Scheduled Deployment Deployment Master Plan During the deployment, Otto discovers another issue with the plan and makes an update. The master deployment plan is also updated as are other scheduled deployments. Wed Scheduled Deployment Thu Scheduled Deployment Fri © 2013 IBM Corporation
  • 21. Deployment Plan (suggested tasks) 21 © 2013 IBM Corporation
  • 23. Release Status 23 © 2013 IBM Corporation
  • 25. www.ibm.com/software/rational © Copyright IBM Corporation 2012. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. © 2013 IBM Corporation
  • 26. 26