CHAPTER 5 – 5.4 – Configuration management

  1. Summarize how configuration management supports testing. (K2)

In this brief section, we’ll look at how configuration management relates to and supports testing. You will come across the glossary terms configuration management and version control.

Configuration management is a topic that often perplexes new practitioners, but, if you ever have the bad luck to work as a tester on a project where this critical activity is handled poorly, you’ll never forget how important it is. Briefly put, configuration management is in part about determining clearly what the items are that make up the software or system. These items include source code, test scripts, third-party software, hardware, data and both development and test documentation. Configuration management is also about making sure that these items are managed carefully, thoroughly and attentively throughout the entire project and product life cycle.

Configuration management has a number of important implications for testing. For one thing, it allows the testers to manage their testware and test results using the same configuration management mechanisms, as if they were as valuable as the source code and documentation for the system itself – which of course they are.

For another thing, configuration management supports the build process, which is essential for delivery of a test release into the test environment. Simply sending Zip archives by e-mail will not suffice, because there are too many opportunities for such archives to become polluted with undesirable contents or to harbor left-over previous versions of items. Especially in later phases of testing, it is critical to have a solid, reliable way of delivering test items that work and are the proper version.

Last but not least, configuration management allows us to map what is being tested to the underlying files and components that make it up. This is absolutely critical. For example, when we report defects, we need to report them against something, something which is version controlled. If it’s not clear what we found the defect in, the programmers will have a very tough time of finding the defect in order to fix it. For the kind of test reports discussed earlier to have any meaning, we must be able to trace the test results back to what exactly we tested.

Ideally, when testers receive an organized, version-controlled test release from a change-managed source code repository, it is accompanied by a test item transmittal report or release notes. [IEEE 829] provides a useful guideline for what goes into such a report. Release notes are not always so formal and do not always contain all the information shown. While our description was brief, configuration management is a topic that is as complex as test environment management. So, advanced planning is critical to making this work. During the project planning stage – and perhaps as part of your own test plan – make sure that configuration management procedures and tools are selected. As the project proceeds, the configuration process and mechanisms must be implemented, and the key interfaces to the rest of the development process should be documented. Come test execution time, this will allow you and the rest of the project team to avoid nasty surprises like testing the wrong software, receiving un-installable builds and reporting irreproducible defects against versions of code that don’t exist anywhere but in the test environment.

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