ISO 10007:1995
(Main)Quality management — Guidelines for configuration management
Quality management — Guidelines for configuration management
Gives guidance on the use of configuration management in industry and its interface with other management systems and procedures. First provides management overview, then describes the process, organization and detailed procedures. Applicable to the support of projects from concept through to design, development, procurement, production, installation, operation and maintenance and to the disposal of products.
Management de la qualité — Lignes directrices pour la gestion de configuration
La présente Norme internationale donne des recommandations pour l'utilisation de la gestion de la configuration dans l'industrie et sur ses interfaces avec d'autres systèmes et procédures de management. Elle fournit tout d'abord une vue d'ensemble (article 4) et décrit ensuite le processus, l'organisation et les procédures détaillées. Elle est à utiliser comme une aide au management des projets depuis la conception jusqu'au retrait de service des produits en passant par l'étude, le développement, l'approvisionnement, la production, l'installation, l'utilisation et la maintenance. Elle précise les attendus de gestion de la configuration qui figurent dans l'ISO 9004-1, tandis que l'annexe B fournit une corrélation entre les recommandations figurant dans la présente Norme internationale et les exigences des normes de systèmes qualité ISO 9001, ISO 9002, ISO 9003 et ISO 9004-1. Dans son application, la gestion de la configuration peut être adaptée à la particularité des projets, en tenant compte de l'importance, de la complexité et de la nature des travaux. NOTE 1 Pour plus de précisions concernant des applications particulières (par exemple, logiciel), se reporter aux Normes internationales appropriées dont la liste figure dans l'annexe D.
Vodenje kakovosti - Smernice za vodenje konfiguracije
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Standards Content (Sample)
INTERNATIONAL IS0
STANDARD 10007
First edition
1995-04-15
Quality management - Guidelines for
configuration management
Management de la qua/it6 - Lignes directrices pour la gestion de
configuration
Reference number
IS0 10007:1995(E)
---------------------- Page: 1 ----------------------
IS0 10007:1995(E)
Contents
Page
1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Normative references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1
3 Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Configuration management system, description and objectives 2
4.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
4.2 Overview
5 Configuration management process . 3
5.1 General . 3
5.2 Configuration identification . 3
5.3 Configuration control . 3
4
5.4 Configuration status accounting (CSA) .
4
5.5 Configuration audit (CA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Organization of configuration management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.2 Structure of configuration management
7 Configuration management procedures . 4
7.1 General . 4
7.2 Configuration identification procedures . 4
7.3 Configuration board (CB) . 5
7.4 Configuration control procedure . 6
7.5 Procedures for configuration status accounting ( CSA . 6
. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
7.6 Configuration audit procedures
7.7 Configuration management plan (CMP) . . . . . . . . . . . . . . . 7
8 Configuration management system audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
0 IS0 1995
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced
or utilized in any form or by any means, electronic or mechanical, including photocopying and
microfilm, without permission in writing from the publisher.
International Organization for Standardization
Case Postale 56 l CH-1211 Geneve 20 l Switzerland
Printed in Switzerland
ii
---------------------- Page: 2 ----------------------
A Recommended structure and content of a configuration
management plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
B Cross-references to configuration management requirements and
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
quality system elements
Configuration management activities . . . . . . . 13
C Project phases -
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
D Bibliography
. . .
III
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0 IS0
IS0 10007:1995(E)
Foreword
IS0 (the International Organization for Standardization) is a worldwide
federation of national standards bodies (IS0 member bodies). The work
of preparing International Standards is normally carried out through IS0
technical committees. Each member body interested in a subject for
which a technical committee has been established has the right to be
represented on that committee. International organizations, governmental
and non-governmental, in liaison with ISO, also take part in the work. IS0
collaborates closely with the International Electrotechnical Commission
(IEC) on all matters of electrotechnical standardization.
Draft International Standards adopted by the technical committees are
circulated to the member bodies for voting. Publication as an International
Standard requires approval by at least 75 % of the member bodies casting
a vote.
International Standard IS0 10007 was prepared by Technical Committee
lSO/TC 176, Quality management and quality assurance, Subcommittee
SC 2, Quality systems.
Annex A forms an integral part of this International Standard. Annexes B,
C and D are for information only.
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0 IS0 IS0 10007:1995(E)
Introduction
This International Standard provides guidelines for configuration manage-
ment. This is a management discipline that is applied over the life cycle
of a product to provide visibility and control of its functional and physical
characteristics. The activities described are a way of satisfying certain re-
quirements found in other International Standards in the IS0 9000 family.
A further goal of the guidelines is to enhance common understanding of
the subject, to encourage organizations applying configuration manage-
ment to improve their performance, to align the approach throughout in-
dustry and to improve national and international cooperation.
V
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INTERNATIONAL STANDARD 0 IS0 IS0 10007:1995(E)
Quality management - Guidelines for configuration
management
IS0 8402:1994, Quality management and quality as-
1 Scope
surance - Vocabulary.
This International Standard gives guidance on the use
IS0 1001 l-l : 1990, Guidelines for auditing quality
of configuration management in industry and its
sys terns - Part 1: Auditing.
interface with other management systems and pro-
cedures. It first provides a management overview
IS0 10011-2: 1991, Guidelines for auditing quality
(clause 4), then describes the process, organization
sys terns - Part 2: Qualification criteria for quality
and detailed procedures.
systems auditors.
It is applicable to the support of projects from concept
IS0 10011-3: 1991, Guidelines for auditing quality
through to design, development, procurement, pro-
sys terns - Part 3: Management of audit pro-
duction, installation, operation and maintenance and
grammes.
to the disposal of products. It amplifies the configur-
ation management elements found in IS0 9004-1,
while annex B provides a correlation between the
guidance found in this International Standard and the
quality system standards IS0 9001, IS0 9002, 3 Definitions
IS0 9003 and IS0 9004-I.
For the purposes of this International Standard, the
The application of configuration management may be
definitions given in IS0 8402 and the following defi-
tailored to suit individual projects, taking into account
nitions apply.
the size, complexity and nature of the work.
3.1 configuration: Functional and physical charac-
NOTE I For further guidance related to special appli-
teristics of a product as defined in technical docu-
cations (e.g. software), refer to the relevant International
ments and achieved in the product.
Standards as listed in annex D.
3.2 configuration audit (CA): Examination to de-
termine whether a configuration item conforms to its
configuration documents.
2 Normative references
3.3 configuration baseline: Configuration of a
The following standards contain provisions which,
product, formally established at a specific point in
through reference in this text, constitute provisions
time, which serves as reference for further activities.
of this International Standard. At the time of publi-
cation, the editions indicated were valid. All standards
3.4 configuration board (CB): Group of technical
are subject to revision, and parties to agreements
and administrative experts with the assigned authority
based on this International Standard are encouraged
and responsibility to make decisions on the configur-
to investigate the possibility of applying the most re-
ation and its management.
cent editions of the standards indicated below.
Members of IEC and IS0 maintain registers of cur-
NOTE 2 This group is frequently known as the configur-
rently valid International Standards. ation control board (CCB).
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0 IS0
IS0 10007:1995(E)
3.5 configuration control (CC): Activities compris-
4 Configuration management system,
ing the control of changes to a configuration item after
description and objectives
formal establishment of its configuration documents.
NOTES 4.1 General
3 Control inclu des evaluation, coordination pprova I or
, a
Configuration management (CM) is a management
disapprova I, and implementation of changes.
discipline that applies technical and administrative di-
rection to the development, production and support
4 Implementation of changes includes engineering
life cycle of a configuration item. This discipline is ap-
changes and deviations and waivers with impact on the
plicable to hardware, software, processed materials,
configuration.
services, and related technical documentation. CM is
an integral part of life-cycle management. (A typical
3.6 configuration documents: Documents that de-
example thereof is illustrated in annex C.)
fine the requirements, design, build/production and
verification for a configuration item.
Other disciplines involved in the product life cycle (i.e.
documentation management, logistic systems, main-
NOTE 5 Documents can be in the form of any media.
tenance) may contribute to the CM objectives.
3.7 configuration identification: Activities com-
The main objective of CM is to document and provide
prising determination of the product structure, selec- full visibility of the product’s present configuration and
tion of configuration items, documenting the on the status of achievement of its physical and
configuration item’s physical and functional charac- functional requirements. Another objective is that
teristics including interfaces and subsequent changes, everyone working on the project at any time in its life
and allocating identification characters or numbers to
cycle uses correct and accurate documentation.
the configuration items and their documents.
The following subclause provides an overview of the
main elements of a CM system.
3.8 configuration item (Cl): Aggregation of hard-
ware, software, processed materials, services, or any
of its discrete portions, that is designated for con- 4.2 Overview
figuration management and treated as a single entity
in the configuration management process.
4.2.1 Configuration management process
The CM process comprises the following integrated
3.9 configuration management (CM): Technical
activities:
and organizational activities comprising:
configuration identification;
- configuration identification;
- configuration control;
- configuration control;
- configuration status accounting;
- configuration status accounting;
configuration auditing.
- configuration auditing.
These activities are further described in clause 5.
3.10 configuration management plan (CMP):
Document setting out the organization and pro-
4.2.2 Organization of configuration management
cedures for the configuration management of a spe-
cific product or project.
CM should be organized with defined responsibilities
and sufficient independence and authority to achieve
3.11 configuration status accounting (CSA): For-
the required CM objectives.
malized recording and reporting of the established
configuration documents, the status of proposed
These activities are further described in clause 6.
changes and the status of the implementation of ap-
proved changes.
4.2.3 Configuration management procedures and
plans
3.12 interface: Physical or functional inte raction at
nfiguration items. Written procedures should be used to describe com-
the boundary between co
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IS0 10007:1995(E)
0 IS0
pany policies, activities and conventions related to the 5.2.4 Establishment of configuration baselines
CM process.
Configuration baselines should be established by
CM policies, activities and conventions that are spe-
formal agreement at specific points in time and used
cific to a particular programme or project should be
as starting points for the formal control of a configur-
defined in a configuration management plan (CMP).
ation.
The plan may make reference to the company’s
standard CM procedures. approved C hange s to
Configuration baselines plus
current a roved con-
those baselines constitute the
PP
These activities are further described in clause 7.
figuration.
4.2.4 Configuration management system audit
CM system audits should be performed to assess
5.3 Configuration control
conformance to the CM procedures and plans.
These activities are further described in clause 8.
After the initial release of configuration documents,
all changes should be controlled. The impact of the
change, customer requirements and the configuration
5 Configuration management process
baseline affected will decide the degree of formality
in processing the change and may be the basis for any
5.1 General
classification system used for classifying/categorizing
the change.
The activities which are performed within the CM
process are described below. It is essential that these
Configuration control involves the following activities,
activities are fully integrated for this process to be
which should be documented in detail in a change-
effective.
control procedure:
document and justify the change;
5.2 Configuration identification
evaluate consequences of the change;
The configuration identification includes the following.
approve or disapprove the change;
5.2.1 Product structure and selection of
configuration items
implement and verify the change;
The product structure should describe the relationship
process deviations and waivers.
and the position of configuration items in the break-
down of the product.
To protect the integrity of the configuration and to
provide a basis for the control of change, it is essential
Configuration items should be selected by applying a
that configuration items, their constituent parts and
decomposition (i.e. breakdown) process to the prod-
their documentation be held in an environment which:
uct using guidance criteria for the selection of con-
figuration items (see 7.2.1).
- is commensurate with the environmental con-
ditions required (e.g. for computer hardware, soft-
5.2.2 Documentation of configuration items
ware, data, documents, drawings, etc.);
All the necessary functional and physical character-
- protects them from unauthorized change or cor-
istics of a configuration item including interfaces,
ruption;
changes, deviations and waivers should be contained
in clearly identified documents. These are normally
- provides means for disaster recovery;
categorized as configuration documents.
- in the case of software, data, documentation and
drawings, permits the controlled retrieval of a copy
5.2.3 Numbering
of the controlled master;
Numbering conventions should be established and
applied to the identification of configuration items, - supports the achievement of consistency between
their parts and assemblies, documents, interfaces, the as-built/produced state of a configuration and
changes, deviations and waivers. the as-designed state.
3
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0 IS0
IS0 10007:1995(E)
tween activities directly involved in the CM process.
5.4 Configuration status accounting (CSA)
It should include the CM function, interfacing organ-
izations, design, procurement and contracting offices,
Configuration status accounting should commence as
and when configuration data are first generated data management, manufacturing, quality assurance,
and other disciplines that may be involved, including
CSA should provide information of all configuration
as necessary subcontractors and vendors.
identifications and all departures from the specified
The CM organizational structure should ensure the
configuration baselines. It thus enables changes to
coordination of CM activities with these other disci-
configuration baselines to be traceable.
plines and the assignment of the appropriate auth-
CSA records and reports should be a by-product of the
orities and responsibilities for all CM activities.
identification and control activities. Redundant CSA
records should be avoided. Within a project organization, the a U thority to approve
configuration baselines and any changes therein
(normally a “configuration board,’ should b e ident-
5.5 Configuration audit (CA)
ified.
Configuration audits should be performed before the
For small projects, the CM responsibilities may be
acceptance of a configuration baseline to assure the
delegated by project management to certain individ-
product complies with its contracted or specified re-
uals in the project.
quirements and to assure the product is accurately
reflected by its configuration documents (see
A.
annex L). 7 Configuration management
procedures
Normally there are two types of configuration audits
as follows.
7.1 General
a) Functional configuration audit: a formal exam-
This clause describes the procedures which comprise
ination to verify that a configuration item has
an effective CM system. The CM system should be
achieved the performance and functional charac-
documented in procedures of the organization and
teristics specified in its configuration documents.
referenced in a configuration management plan
(CMP). Project-specific procedures and the depth of
b) Physical configuration audit: a formal examination
their application during the life cycle of the product
of the “as-built/produced” configuration of a con-
should be defined in a CMP.
figuration item to verify that it conforms to its
product configuration documents.
7.2 Configuration identification procedures
A CA may be required for the formal acceptance of a
configuration item.
7.2.1 Selection of configuration items (Cls)
6 Organization of configuration Configuration items are selected by a process of de-
composition. This top-down process divides the total
management
product structure into logically related and subordi-
nated aggregates of hardware, software, processed
6.1 General
materials, services, or a combination thereof which
are selected for CM. Selection of the higher level Cls
Configuration management should be organized to
should start at the early stage of the project (e.g.
the extent appropriate to maintain impartiality, inde-
feasibility and definition phases). Selection of lower
pendence and integrity to achieve the required CM
level Cls should be completed early in the develop-
objectives.
ment phase.
Guidance criteria should be used in the selection of
6.2 Structure of configuration management
Cls .
To enable effective CM, the organizational structure
The selection of too many Cls affects product visibil-
should be defined.
ity, hampers management and increases cost. The
This structure is normally project-related and adapted
selection of too few Cls, or insufficient decompos-
as necessary to meet the needs of the diffe
...
SLOVENSKI STANDARD
SIST ISO 10007:1996
01-avgust-1996
Vodenje kakovosti - Smernice za vodenje konfiguracije
Quality management -- Guidelines for configuration management
Management de la qualité -- Lignes directrices pour la gestion de configuration
Ta slovenski standard je istoveten z: ISO 10007:1995
ICS:
03.120.10 Vodenje in zagotavljanje Quality management and
kakovosti quality assurance
SIST ISO 10007:1996 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST ISO 10007:1996
---------------------- Page: 2 ----------------------
SIST ISO 10007:1996
INTERNATIONAL IS0
STANDARD 10007
First edition
1995-04-15
Quality management - Guidelines for
configuration management
Management de la qua/it6 - Lignes directrices pour la gestion de
configuration
Reference number
IS0 10007:1995(E)
---------------------- Page: 3 ----------------------
SIST ISO 10007:1996
IS0 10007:1995(E)
Contents
Page
1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Normative references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1
3 Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Configuration management system, description and objectives 2
4.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
4.2 Overview
5 Configuration management process . 3
5.1 General . 3
5.2 Configuration identification . 3
5.3 Configuration control . 3
4
5.4 Configuration status accounting (CSA) .
4
5.5 Configuration audit (CA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Organization of configuration management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.2 Structure of configuration management
7 Configuration management procedures . 4
7.1 General . 4
7.2 Configuration identification procedures . 4
7.3 Configuration board (CB) . 5
7.4 Configuration control procedure . 6
7.5 Procedures for configuration status accounting ( CSA . 6
. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
7.6 Configuration audit procedures
7.7 Configuration management plan (CMP) . . . . . . . . . . . . . . . 7
8 Configuration management system audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
0 IS0 1995
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced
or utilized in any form or by any means, electronic or mechanical, including photocopying and
microfilm, without permission in writing from the publisher.
International Organization for Standardization
Case Postale 56 l CH-1211 Geneve 20 l Switzerland
Printed in Switzerland
ii
---------------------- Page: 4 ----------------------
SIST ISO 10007:1996
A Recommended structure and content of a configuration
management plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
B Cross-references to configuration management requirements and
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
quality system elements
Configuration management activities . . . . . . . 13
C Project phases -
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
D Bibliography
. . .
III
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SIST ISO 10007:1996
0 IS0
IS0 10007:1995(E)
Foreword
IS0 (the International Organization for Standardization) is a worldwide
federation of national standards bodies (IS0 member bodies). The work
of preparing International Standards is normally carried out through IS0
technical committees. Each member body interested in a subject for
which a technical committee has been established has the right to be
represented on that committee. International organizations, governmental
and non-governmental, in liaison with ISO, also take part in the work. IS0
collaborates closely with the International Electrotechnical Commission
(IEC) on all matters of electrotechnical standardization.
Draft International Standards adopted by the technical committees are
circulated to the member bodies for voting. Publication as an International
Standard requires approval by at least 75 % of the member bodies casting
a vote.
International Standard IS0 10007 was prepared by Technical Committee
lSO/TC 176, Quality management and quality assurance, Subcommittee
SC 2, Quality systems.
Annex A forms an integral part of this International Standard. Annexes B,
C and D are for information only.
---------------------- Page: 6 ----------------------
SIST ISO 10007:1996
0 IS0 IS0 10007:1995(E)
Introduction
This International Standard provides guidelines for configuration manage-
ment. This is a management discipline that is applied over the life cycle
of a product to provide visibility and control of its functional and physical
characteristics. The activities described are a way of satisfying certain re-
quirements found in other International Standards in the IS0 9000 family.
A further goal of the guidelines is to enhance common understanding of
the subject, to encourage organizations applying configuration manage-
ment to improve their performance, to align the approach throughout in-
dustry and to improve national and international cooperation.
V
---------------------- Page: 7 ----------------------
SIST ISO 10007:1996
This page intentionally left blank
---------------------- Page: 8 ----------------------
SIST ISO 10007:1996
INTERNATIONAL STANDARD 0 IS0 IS0 10007:1995(E)
Quality management - Guidelines for configuration
management
IS0 8402:1994, Quality management and quality as-
1 Scope
surance - Vocabulary.
This International Standard gives guidance on the use
IS0 1001 l-l : 1990, Guidelines for auditing quality
of configuration management in industry and its
sys terns - Part 1: Auditing.
interface with other management systems and pro-
cedures. It first provides a management overview
IS0 10011-2: 1991, Guidelines for auditing quality
(clause 4), then describes the process, organization
sys terns - Part 2: Qualification criteria for quality
and detailed procedures.
systems auditors.
It is applicable to the support of projects from concept
IS0 10011-3: 1991, Guidelines for auditing quality
through to design, development, procurement, pro-
sys terns - Part 3: Management of audit pro-
duction, installation, operation and maintenance and
grammes.
to the disposal of products. It amplifies the configur-
ation management elements found in IS0 9004-1,
while annex B provides a correlation between the
guidance found in this International Standard and the
quality system standards IS0 9001, IS0 9002, 3 Definitions
IS0 9003 and IS0 9004-I.
For the purposes of this International Standard, the
The application of configuration management may be
definitions given in IS0 8402 and the following defi-
tailored to suit individual projects, taking into account
nitions apply.
the size, complexity and nature of the work.
3.1 configuration: Functional and physical charac-
NOTE I For further guidance related to special appli-
teristics of a product as defined in technical docu-
cations (e.g. software), refer to the relevant International
ments and achieved in the product.
Standards as listed in annex D.
3.2 configuration audit (CA): Examination to de-
termine whether a configuration item conforms to its
configuration documents.
2 Normative references
3.3 configuration baseline: Configuration of a
The following standards contain provisions which,
product, formally established at a specific point in
through reference in this text, constitute provisions
time, which serves as reference for further activities.
of this International Standard. At the time of publi-
cation, the editions indicated were valid. All standards
3.4 configuration board (CB): Group of technical
are subject to revision, and parties to agreements
and administrative experts with the assigned authority
based on this International Standard are encouraged
and responsibility to make decisions on the configur-
to investigate the possibility of applying the most re-
ation and its management.
cent editions of the standards indicated below.
Members of IEC and IS0 maintain registers of cur-
NOTE 2 This group is frequently known as the configur-
rently valid International Standards. ation control board (CCB).
---------------------- Page: 9 ----------------------
SIST ISO 10007:1996
0 IS0
IS0 10007:1995(E)
3.5 configuration control (CC): Activities compris-
4 Configuration management system,
ing the control of changes to a configuration item after
description and objectives
formal establishment of its configuration documents.
NOTES 4.1 General
3 Control inclu des evaluation, coordination pprova I or
, a
Configuration management (CM) is a management
disapprova I, and implementation of changes.
discipline that applies technical and administrative di-
rection to the development, production and support
4 Implementation of changes includes engineering
life cycle of a configuration item. This discipline is ap-
changes and deviations and waivers with impact on the
plicable to hardware, software, processed materials,
configuration.
services, and related technical documentation. CM is
an integral part of life-cycle management. (A typical
3.6 configuration documents: Documents that de-
example thereof is illustrated in annex C.)
fine the requirements, design, build/production and
verification for a configuration item.
Other disciplines involved in the product life cycle (i.e.
documentation management, logistic systems, main-
NOTE 5 Documents can be in the form of any media.
tenance) may contribute to the CM objectives.
3.7 configuration identification: Activities com-
The main objective of CM is to document and provide
prising determination of the product structure, selec- full visibility of the product’s present configuration and
tion of configuration items, documenting the on the status of achievement of its physical and
configuration item’s physical and functional charac- functional requirements. Another objective is that
teristics including interfaces and subsequent changes, everyone working on the project at any time in its life
and allocating identification characters or numbers to
cycle uses correct and accurate documentation.
the configuration items and their documents.
The following subclause provides an overview of the
main elements of a CM system.
3.8 configuration item (Cl): Aggregation of hard-
ware, software, processed materials, services, or any
of its discrete portions, that is designated for con- 4.2 Overview
figuration management and treated as a single entity
in the configuration management process.
4.2.1 Configuration management process
The CM process comprises the following integrated
3.9 configuration management (CM): Technical
activities:
and organizational activities comprising:
configuration identification;
- configuration identification;
- configuration control;
- configuration control;
- configuration status accounting;
- configuration status accounting;
configuration auditing.
- configuration auditing.
These activities are further described in clause 5.
3.10 configuration management plan (CMP):
Document setting out the organization and pro-
4.2.2 Organization of configuration management
cedures for the configuration management of a spe-
cific product or project.
CM should be organized with defined responsibilities
and sufficient independence and authority to achieve
3.11 configuration status accounting (CSA): For-
the required CM objectives.
malized recording and reporting of the established
configuration documents, the status of proposed
These activities are further described in clause 6.
changes and the status of the implementation of ap-
proved changes.
4.2.3 Configuration management procedures and
plans
3.12 interface: Physical or functional inte raction at
nfiguration items. Written procedures should be used to describe com-
the boundary between co
---------------------- Page: 10 ----------------------
SIST ISO 10007:1996
IS0 10007:1995(E)
0 IS0
pany policies, activities and conventions related to the 5.2.4 Establishment of configuration baselines
CM process.
Configuration baselines should be established by
CM policies, activities and conventions that are spe-
formal agreement at specific points in time and used
cific to a particular programme or project should be
as starting points for the formal control of a configur-
defined in a configuration management plan (CMP).
ation.
The plan may make reference to the company’s
standard CM procedures. approved C hange s to
Configuration baselines plus
current a roved con-
those baselines constitute the
PP
These activities are further described in clause 7.
figuration.
4.2.4 Configuration management system audit
CM system audits should be performed to assess
5.3 Configuration control
conformance to the CM procedures and plans.
These activities are further described in clause 8.
After the initial release of configuration documents,
all changes should be controlled. The impact of the
change, customer requirements and the configuration
5 Configuration management process
baseline affected will decide the degree of formality
in processing the change and may be the basis for any
5.1 General
classification system used for classifying/categorizing
the change.
The activities which are performed within the CM
process are described below. It is essential that these
Configuration control involves the following activities,
activities are fully integrated for this process to be
which should be documented in detail in a change-
effective.
control procedure:
document and justify the change;
5.2 Configuration identification
evaluate consequences of the change;
The configuration identification includes the following.
approve or disapprove the change;
5.2.1 Product structure and selection of
configuration items
implement and verify the change;
The product structure should describe the relationship
process deviations and waivers.
and the position of configuration items in the break-
down of the product.
To protect the integrity of the configuration and to
provide a basis for the control of change, it is essential
Configuration items should be selected by applying a
that configuration items, their constituent parts and
decomposition (i.e. breakdown) process to the prod-
their documentation be held in an environment which:
uct using guidance criteria for the selection of con-
figuration items (see 7.2.1).
- is commensurate with the environmental con-
ditions required (e.g. for computer hardware, soft-
5.2.2 Documentation of configuration items
ware, data, documents, drawings, etc.);
All the necessary functional and physical character-
- protects them from unauthorized change or cor-
istics of a configuration item including interfaces,
ruption;
changes, deviations and waivers should be contained
in clearly identified documents. These are normally
- provides means for disaster recovery;
categorized as configuration documents.
- in the case of software, data, documentation and
drawings, permits the controlled retrieval of a copy
5.2.3 Numbering
of the controlled master;
Numbering conventions should be established and
applied to the identification of configuration items, - supports the achievement of consistency between
their parts and assemblies, documents, interfaces, the as-built/produced state of a configuration and
changes, deviations and waivers. the as-designed state.
3
---------------------- Page: 11 ----------------------
SIST ISO 10007:1996
0 IS0
IS0 10007:1995(E)
tween activities directly involved in the CM process.
5.4 Configuration status accounting (CSA)
It should include the CM function, interfacing organ-
izations, design, procurement and contracting offices,
Configuration status accounting should commence as
and when configuration data are first generated data management, manufacturing, quality assurance,
and other disciplines that may be involved, including
CSA should provide information of all configuration
as necessary subcontractors and vendors.
identifications and all departures from the specified
The CM organizational structure should ensure the
configuration baselines. It thus enables changes to
coordination of CM activities with these other disci-
configuration baselines to be traceable.
plines and the assignment of the appropriate auth-
CSA records and reports should be a by-product of the
orities and responsibilities for all CM activities.
identification and control activities. Redundant CSA
records should be avoided. Within a project organization, the a U thority to approve
configuration baselines and any changes therein
(normally a “configuration board,’ should b e ident-
5.5 Configuration audit (CA)
ified.
Configuration audits should be performed before the
For small projects, the CM responsibilities may be
acceptance of a configuration baseline to assure the
delegated by project management to certain individ-
product complies with its contracted or specified re-
uals in the project.
quirements and to assure the product is accurately
reflected by its configuration documents (see
A.
annex L). 7 Configuration management
procedures
Normally there are two types of configuration audits
as follows.
7.1 General
a) Functional configuration audit: a formal exam-
This clause describes the procedures which comprise
ination to verify that a configuration item has
an effective CM system. The CM system should be
achieved the performance and functional charac-
documented in procedures of the organization and
teristics specified in its configuration documents.
referenced in a configuration management plan
(CMP). Project-specific procedures and the depth of
b) Physical configuration audit: a formal examination
their application during the life cycle of the product
of the “as-built/produced” configuration of a con-
should be defined in a CMP.
figuration item to verify that it conforms to its
product configuration documents.
7.2 Configuration identification procedures
A CA may be required for the formal acceptance of a
configuration item.
7.2.1 Selection of configuration items (Cls)
6 Organization of configuration Configuration items are selected by a process of de-
composition. This top-down process divides the total
management
product structure into logically related and subordi-
nated aggregates of hardware, software, processed
6.1 General
materials, services, or a combination thereof which
are selected for CM. Selection of the higher level Cls
Configuration management should be organized to
should start at the early stage of the project (e.g.
the extent appropriate to maintain impartiality, inde-
feasibility and definition phases)
...
NORME
IS0
INTERNATIONALE
10007
Premibe kdition
1995-04-I 5
Management de la qualit - Lignes
directrices pour la gestion de configuration
Quality management - Guidelines for configuration management
Numb-o de rkf&-ence
IS0 10007:1995(F)
---------------------- Page: 1 ----------------------
IS0 10007:1995(F)
Sommaire
Page
1
1 Domaine d’application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 Rkfkrences normatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .“.
1
3 Dhfinitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
4 Systeme de gestion de la configuration, description et objectifs
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
4.1 G&&alit&
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
4.2 Vue d’ensemble
5 Processus de gestion de la configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
5.1 G&&alit& . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
3
5.2 Identification de la configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
5.3 Maltrise de la configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . 4
5.4 Enregistrement de II&at de la configuration
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5.5 Audits de la configuration
. . . . . . . . . . . . . . . . . . . . . . . . . 4
6 Organisation de la gestion de la configuration
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.1 G&k-alit&
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
6.2 Structure de l’organisation
7 Procgdures de gestion de la configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
7.1 Ghi!ralit& . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
. . . . . . . . . . . . . . . . . . . . . . 5
7.2 Procbdures d’identification de la configuration
7.3 Commission de gestion de la configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
6
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.4 Procbdure de maTtrise de la configuration
. . . . . 7
7.5 Procedure d’enregistrement de II&at de la configuration
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
7.6 Prockdures d’audit de la configuration
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
-7.7 Plan de gestion de la configuration
. . . . . . . . . . . . . . . . . . . . . 9
8 Audit du systeme de gestion de la configuration
0 IS0 1995
Droits de reproduction r&e&s. Sauf prescription diffkrente, aucune partie de cette publi-
cation ne peut etre reproduite ni utilisbe sous quelque forme que ce soit et par aucun pro-
&d& klectronique ou mkcanique, y compris la photocopie et Oes microfilms, sans I’accord
krit de Mditeur.
Organisation internationale de normalisation
Case Postale 56 l CH-1211 Genkve 20 l Suisse
Imprimh en Suisse
ii
---------------------- Page: 2 ----------------------
0 IS0
IS0 10007:1995(F)
Annexes
A
Structure et contenu recommandks pour un plan de gestion de la
configuration . . . . . . . . . . . . . . . . . . . . .*. IO
IB Correspondance entre les exigences de la gestion de la configuration
et les Mments du systkme qualiti! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
C Phases du projet - Activitbs de gestion de la configuration 14 -
D Bibliographie . . . . . . . . . . . . . . . . . . . . .*.*. 15
---------------------- Page: 3 ----------------------
0 IS0
IS0 10007:1995(F)
Avant-propos
L’ISO (Organisation internationale de normalisation) est une federation
mondiale d’organismes nationaux de normalisation (comites membres de
I’ISO). L’elaboration des Normes internationales est en general confiee aux
comites techniques de I’ISO. Chaque comite membre interesse par une
etude a le droit de faire partie du comite technique tree 8 cet effet. Les
organisations internationales, gouvernementales et non gouvernemen-
tales, en liaison avec I’ISO participent egalement aux travaux. L’ISO colla-
bore etroitement avec la Commission electrotechnique internationale (CEI)
en ce qui concerne la normalisation electrotechnique.
Les projets de Normes internationales adopt& par les comites techniques
sont soumis aux comites membres pour vote. Leur publication comme
Normes internationales requiert I’approbation de 75 % au moins des co-
mites membres votants.
La Norme internationale IS0 10007 a ete elaboree par le comite technique
lSO/TC 176, Management et assurance de /a qualit6, sous-comite SC 2,
Systhmes qua/it&
A fait partie integrante de la presente Norme internationale. Les
L’annexe
B C et D sont donnees uniquement a titre d’information.
annexes I
iV
---------------------- Page: 4 ----------------------
Q IS0
IS0 10007:1995(F)
Introduction
La presente Norme internationale donne des lignes directrices pour la
gestion de la configuration. II s’agit d’une discipline de management ap-
pliquee pendant le cycle de vie d’un produit afin d’apporter visibilite et
ma’itrise des caracteristiques fonctionnelles et physiques de ce produit.
Les activites d&rites sont un moyen de satisfaire a certaines exigences
reprises d’autres Normes internationales de la famille IS0 9000.
Ces lignes directrices ont en outre pour but de developper une compre-
hension commune du sujet, d’encourager les organismes a appliquer la
gestion de la configuration afin d’ameliorer leurs performances,
d’homogeneiser son utilisation dans l’industrie et d’ameliorer la coope-
ration nationale et internationale.
---------------------- Page: 5 ----------------------
This page intentionally left blank
---------------------- Page: 6 ----------------------
NORME INTERNATIONALE 0 IS0
IS0 10007:1995(F)
Management de la qualit - Lignes directrices pour
la gestion de configuration
nale sont invitees a rechercher la possibilite d’appli-
1 Domaine d’application
quer les editions les plus recentes des normes
indiquees ci-apres. Les membres de la CEI et de I’ISO
La presente Norme internationale donne des recom-
possedent le registre des Normes internationales en
mandations pour I’utilisation de la gestion de la confi-
vigueur a un moment donne.
guration dans I’industrie et sur ses interfaces avec
d’autres systemes et procedures de management.
IS0 8402:1994, Management de la qua/it6 et assu-
Elle fournit tout d’abord une vue d’ensemble
rance de la qua/it6 - Vocabulaire.
(article 4) et decrit ensuite le processus, I’organisation
et les procedures detaillees.
IS0 1001 l-l :I 990, Lignes directrices pour /‘audit des
systemes qua/it& - Partie 1: Audit.
Elle est a utiliser comme une aide au management
des projets depuis la conception jusqu’au retrait de
IS0 IOOII-2:1991, Lignes directrices pour /‘audit des
service des produits en passsant par I’etude, le deve-
syst&mes qualit6 - Partie 2: Critkres de qualification
loppement, I’approvisionnement, la production, I’ins-
pour /es auditeurs de syst&mes qua/it&
tallation, I’utilisation et la maintenance. Elle precise les
attendus de gestion de la configuration qui figurent
IS0 1001 l-3:1 991, Lignes directrices pour /‘audit des
dans I’ISO 9004-1, tandis que l’annexe B fournit une
systkmes qua/it6 -
Partie 3: Gestion des program-
correlation entre les recommandations figurant dans
mes d ‘audit.
la presente Norme internationale et les exigences des
normes de systemes qualite IS0 9001, IS0 9002,
IS0 9003 et IS0 9004-I.
3 Dbfinitions
Dans son application, la gestion de la configuration
Pour les besoins de la presente Norme internationale,
peut etre adaptee a la particularite des projets, en te-
les definitions donnees dans I’ISO 8402 et les defini-
nant compte de I’importance, de la complexite et de
tions suivantes s’appliquent.
la nature des travaux.
3.1 configuration: Ensemble des caracteristiques
NOTE 1 Pour plus de prkisions concernant des applica-
tions particulkres (par exemple, logiciel), se reporter aux fonctionnelles et physiques d’un produit definies par
Normes internationales appropribes dont la liste figure dans
les documents techniques et obtenues par le produit.
l’annexe D.
3.2 audit de la configuration: Examen destine a
s’assurer de la conformite d’un article de configuration
2 Rbfbrences normatives avec ses documents de configuration.
Les normes suivantes contiennent des dispositions
3.3 configuration de reference: Configuration d’un
qui, par suite de la reference qui en est faite, consti- produit, formellement etablie a une &ape de la vie du
tuent des dispositions valables pour la presente produit et servant de reference pour les activites ul-
Norme internationale. Au moment de la publication
terieures.
les editions indiquees etaient en vigueur. Toute
norme est sujette a revision et les parties prenantes
3.4 commission de gestion de lla configuration:
des accords fond& sur la presente Norme internatio-
Groupe d’experts en mat&es techniques et adminis-
1
---------------------- Page: 7 ----------------------
0 IS0
IS0 10007:1995(F)
gestion de la configuration specifiques a un produit
tratives auquel on a confere l’autorite et la responsa-
bilite de decision sur la configuration et sa gestion. ou a un projet.
Cette commission a souvent &6 limitbe h une
NOTE 2
3.11 enregistrement de Mat de la
commission des modifications.
configuration: Action d’enregistrer et de presenter
sous des formes definies les documents etablis pour
3.5 maitrise de la configuration: Activites com- la configuration, I’etat des demandes d’evolution et
prenant la maTtrise des evolutions des articles de de la mise en ceuvre des evolutions approuvees.
configuration apres etablissement formel de leurs do-
cuments de configuration. 3.12 interface: Interaction physique ou fonctionnelle
a la limite entre les articles de la configuration.
NOTES
3 Cette maitrise comprend &valuation, compatibili t6, ap-
4 Systkme de gestion de la
probation ou refus et mise en ceuvre des kvolutions.
configuration, description et objectifs
4 La mise en ceuvre des holutions comprend les &olu-
tions d’ing&Grie ainsi que les dhogations avant et apr&s
4.1 Ghnhalit&
production se rkpercutant sur la configuration.
La gestion de la configuration est une discipline de
3.6 documents de configuration: Documents ne-
management qui consiste a appliquer des regles
cessaires pour definir les exigences, la conception, la
techniques et administratives au developpement, a la
construction/production et la verification d’un article
production et au soutien, dans tout le cycle de vie
de configuration.
d’un article de configuration. Cette discipline s’appli-
que aux materiels, aux logiciels, aux produits issus de
NOTE 5 Le terme document est utilis6 quel que soit le
processus a caractere continu, aux services et aux
support de I’information.
documents techniques correspondants. La gestion de
la configuration fait par-tie integrante de la gestion du
3.7 identification de la configuration: Activites
cycle de vie (I’annexe C en donne un exemple typi-
destinees a determiner les constituants du produit, a
.
qud b
choisir les articles de configuration, a fixer dans des
documents les caracteristiques physiques et fonc-
D’autres disciplines impliquees dans le cycle de vie
tionnelles d’un article de configuration, y compris les
d’un produit (par exemple, la gestion de la documen-
interfaces et les evolutions ulterieures et a allouer des
tation, les systemes logistiques, la maintenance)
caracteres ou des numeros d’identification aux arti-
peuvent contribuer a realiser les objectifs de la ges-
cles de configuration et a leurs documents.
tion de la configuration.
La gestion de la configuration a pour objectif principal
3.8 article de configuration: Ensemble de mate-
de formaliser et de presenter de man&e Claire et
riels, de logiciels, de produits issus de processus a
complete la configuration du produit a un instant
caractere continu, de services ou un sous-ensemble
donne et l’etat d’accomplissement des exigences
defini de ceux-ci, qui a ete retenu pour la gestion de
physiques et fonctionnelles. Elle a egalement pour
la configuration et qui est traite comme une seule
objectif d’aider quiconque implique dans le projet, a
entite dans le processus de gestion de la configu-
quelque point du cycle de vie que ce soit, a disposer
ration.
d’une documentation correcte et exacte.
39 gestion de la configuration: Activ Iit& d’ordre
Le paragraphe suivant donne une vue d’ensemble des
tech nique et organisationnel comprenant
principaux elements du systeme de gestion de la
configuration.
- I’identification de la configuration;
4.2 Vue d’ensemble
- la ma’itrise de la configuration;
- I’enregistrement de l’etat de la configuration;
4.2.1 Processus de gestion de la configuration
- I’audit de la configuration.
Le processus de gestion de la configuration comprend
les activites imbriquees suivantes:
3.10 plan de gestion de la configuration: Docu-
ment presentant I’organisation et les procedures de - identification de la configuration;
2
---------------------- Page: 8 ----------------------
0 IS0
IS0 10007:1995(F)
- maTtrise de la configuration; 5.2 Identification de la configuration
- enregistrement de l’etat de la configuration; L’identification de la configuration comprend les acti-
vites suivantes.
- audit de la configuration.
5.2.1 Arborescence du pro duit et choix des
Ces activites sont d&rites plus en detail a I’article 5.
articles de configura
II convient que les articles de configuration soient
4.2.2 Organisation de la gestion de la
clairement design& parmi les constituants du produit
configuration
et que soient definies leur position dans
I’arborescence du produit et les relations qui existent
II convient d’organiser la gestion de la configuration
entre eux.
en attribuant des responsabilites clairement etablies
et en lui donnant I’independance et I’autorite suffi-
II y a lieu de choisir les articles de configuration en
Sante pour atteindre les objectifs qui lui sont fixes.
decomposant le produit (par exemple, arborescence)
en ses constituants et en leur appliquant des criteres
Ces activites sont d&rites plus en detail a I’article 6.
de choix appropries (voir 7.2.1).
4.2.3 Procedures et plans de gestion de la
5.2.2 Documentation des articles de
configuration
configuration
II convient d’utiliser des procedures &rites decrivant
II convient que toutes les caracteristiques fonction-
les directives de I’entreprise dans ce domaine, les
nelles et physiques necessaires pour un article de
activites a accomplir et les regles liees au processus
configuration y compris interfaces, evolutions, dero-
de gestion de la configuration.
gations (avant et apres production), figurent dans des
documents clairement identifies. Les documents sont
Les directives, les activites et les regles de gestion
normalement appeles documents de configuration.
de la configuration, specifiques d’un programme ou
d’un projet particulier, sont definies dans un plan de
5.2.3 Numerotation
gestion de la configuration. Ce plan peut se referer
aux procedures de gestion de la configuration en
II convient d’etablir des methodes de numerotation
usage dans la societe.
et de les appliquer a I’identification des articles de
configuration, de leurs sous-ensembles et consti-
Ces activites sont d&rites plus en detail a I’article 7.
tuants, des documents, des interfaces, des evolu-
tions, des derogations (avant et apres production).
4.2.4 Audit des systemes de gestion de la
configuration
5.2.4 ktablissement des configurations de
reference
Les audits des systemes de gestion de la configu-
ration sont effect&s pour evaluer la conformite aux
II convient d’etablir des configurations de reference
procedures et aux plans de gestion de la configu-
par un accord formel, en des points particuliers de la
ration.
vie du produit, et de les utiliser comme points de de-
part pour la maTtrise formelle d’une configuration.
Ces activites sont d&rites plus en detail a I’article 8.
Les configurations de reference, cornpINes de leurs
constituent la configuration
evolutions approuvees,
approuvee courante.
5 Processus de gestion de la
configuration
5.3 Maitrise de la configuration
Des la diffusion pour application des documents de la
5.1 Gh&alit&
il convient que toutes les evolutions
configuration,
soient gerees. Les consequences des evolutions, les
Les activites qui font partie du processus de gestion
exigences des clients et la configuration de reference
de la configuration sont d&rites ci-apres. II est es-
sentiel, pour que ce processus se deroule effica- affectee decideront du degre de formalisation du
traitement des evolutions et peuvent constituer la
cement, que ces activites soient imbriquees.
3
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0 IS0
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de classement en categories Les enregistrements et les rapports sur I’etat de la
base des systemes
configuration sont generalement un sous-produit des
d’evolution.
activites d’identification et de maTtrise. II convient
La maltrise de la configuration implique les activites
d’eviter des redondances d’enregistrements.
suivantes, qu’il y a lieu de decrire en detail dans une
procedure de maTtrise des evolutions:
5.5 Audits de la configuration
- decrire et justifier I’evolution;
II convient que des audits de la configuration soient
effect&s avant acceptation d’une configuration de
- evaluer les consequences de I’evolution;
reference afin de s’assurer que le produit est
conforme aux exigences contractuelles ou specifiees
- approuver ou refuser l’evolution;
et que le produit est correctement decrit par ses do-
cuments de configuration (voir annexe C).
- mettre en ceuvre I’evolution et verifier son appli-
cation;
II y a g&6 ralement deux types d’audits de la confi-
aurati on:
c/
- prendre en compte les derogations avant et apres
production.
I’audit de la configuration fonctionnelle: examen
a)
formel pour verifier qu’un article de configuration
Afin de preserver I’integrite de la configuration et de
possede les performances et les caracteristiques
fournir une base pour la maRrise des evolutions, il
fonctionnelles specifiees dans ses documents de
importe que les articles de configuration, leurs
configuration.
constituants et leurs documents soient maintenus
dans un environnement qui
I’audit de la configuration physique: examen for-
b)
mel de la configuration d’un article de configu-
- correspond aux conditions d’environnement requi-
ration ((tel que realis& afin de verifier qu’il est
ses (par exemple, pour les ordinateurs, les logi-
conforme 8 ses documents de configuration.
ciels, les donnees, les documents, les plans);
Un audit de la
con figuration peut etre exige pour I’ac-
- les protege contre une ion non autorisee ou
ceptation form elle d’un article de configuration.
t
une alteration;
- fournit les moyen s de les reconstituer en cas de 6 Organisation de la gestion de la
destruction
configuration
- dans le cas des logiciels, des don&es, des docu-
6.1 G&&alit&
ments et des plans, permette la restitution
controlee d’une copie des originaux;
II y a lieu d’organiser la gestion de la configuration de
man&e a assurer I’impartialite, I’independance et
- aide a obtenir la coherence entre I’etat ((tel que
I’integrite necessaires pour atteindre les objectifs.
realis& d’une configuration et I’etat (ctel que
concu )).
6.2 Structure de I’organisation
II convient de definir la structure de I’organisation pour
5.4 Enregistrement de Mat de la
permettre une gestion efficace de la configuration.
configuration
Cette structure est normalement reli6e a I’organi-
sation de projet et adaptee au cas par cas pour re-
II convient que I’enregistrement de I’etat de la confi-
pondre aux besoins des diverses &apes du cycle de
guration commence des la premiere generation des
vie. II convient de definir les relations entre les activi-
donnees de configuration.
t6s qui contribuent au processus de gestion de la
II convient que I’enregistrement de II&at de la confi- configuration. Ceci concerne la fonction gestion de la
guration fournisse des informations sur toutes les configuration elle-meme, les interfaces organisa-
identifications de la configuration et sur tous les tionnels, les 6quipes de dheloppement, d’approvi-
&arts par rapport aux configurations de reference sionnement et de contrat, la gestion des donnkes, la
spkifi6es. Cela permet la traCabilit6 de toutes les fabrication, l’assurance de la qualit et d’autres disci-
holutions par rapport aux configurations de r6f& plines susceptibles d’etre impliquees, y compris, s’il
rence. y a lieu, les sous-traitants et les fournisseurs.
4
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II convient que I’organisation de la gestion de la La selection d’un trop grand nombre d’articles de
configuration assure la coordination des activites de configuration affecte la visibilite du produit, entrave la
gestion de la configuration avec ces autres disciplines gestion et augmente les touts. Un trop petit nombre
et I’attribution de l’autorite et de la responsabilite ap- d’articles de configuration ou une decomposition in-
suffisante rend plus difficile la logistique et la mainte-
propriees a chaque activite de gestion de la configu-
ration. nance et limite les possibilites de gestion.
Le principal critere est de choisir les articles dont les
Au sein de I’organisation du projet, il convient d’iden-
tifier l’autorite chargee d’approuver les configurations performances et les caracteristiques physiques peu-
de reference et toutes les evolutions qui y sont ap- vent etre gerees de maniere independante jusqu’a la
portees (generalement une ((commission de gestion realisation et I’utilisation finale de I’article.
de la configuration))).
D’autres criteres peuvent etre appliques, tels que les
Pour de petits projets, les responsabilites de la ges- suivants:
tion de la configuration peuvent etre deleguees par la
- criticite en termes de risques eleves, securite,
direction du projet 8 certaines personnes au sein du
succes de la mission;
projet.
- technologie, conception ou developpement nou-
veaux ou modifies;
7 Prockdures de gestion de la
configuration
- interfaces avec d’autres constituants;
- conditions d’approvisionnement;
7.1 Gh&aMs
- aspects logistique et maintenance.
Le present article decrit les procedures qui consti-
tuent un systeme efficace de gestion de la configu-
ration. II convient que le systeme de gestion de la
7.2.2 Documentation des articles de
configuration soit decrit dans des procedures refe-
configuration
rencees dans le plan de gestion de la configuration. II
convient de definir dans ce plan les procedures spe-
II convient que toutes les caracteristiques physiques
cifiques a un projet et leur degre d’application au
et fonctionnelles necessaires pour definir un article
tours du cycle de vie du produit.
de configuration tout au long de son cycle de vie fi-
gurent dans des documents.
7.2 Prockdures d’identification de la
Les docu’ments types comprennent habituellement
configuration
des specifications, des documents de conception, des
listes, des donnees informatiques ainsi que des ma-
7.2.1 Choix des articles de configuration
nuels d’utilisation et de maintenance.
Les articles de configuration sont choisis en decom-
Les documents requis pour un article dependent du
posant le produit en ses constituants. Cette methode
niveau de maltrise recherche. Toutefois, il convient
part du produit complet et le divise en sous-
que la documentation inclue les informations relatives
ensembles form& de materiels, logiciels, produits is-
aux evolutions et a la tracabilite.
sus de processus a caractere continu, services ou de
leur combinaison. C’est parmi ces sous-ensembles
lies et subordonnes de maniere logique que sont 7.2.3 Mkthodes de numbrotation
choisis les articles de configuration. Le choix des arti-
II convient d’etablir des methodes de numerotation
cles de configuration de premier niveau est effect&
et de les appliquer a I’identification des articles de
au plus tot dans le projet (par exemple, lors des pha-
configuration, aux documents de configuration, aux
ses de faisabilite et de definition). II convient de choi-
evolutions ainsi qu’aux sous-ensembles et consti-
sir les articles de configuration des autres niveaux de
tuants.
I’arborescence au debut de la phase de develop-
pement.
Les methodes de numerotation tiennent compte des
II convient que le choix des articles de configuration procedures de numerotation existantes dans I’entre-
prise ou chez les fournisseurs. Les numeros d’iden-
se fasse en appliquant des criteres de selection ap-
tification doivent toutefois etre uniques.
propries.
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C’est generalement le responsable du projet qui
I convient que les methodes de numerotation ou les
nomme les membres de la commission de la gestion
lutres systemes de gestion de I’information permet-
de la configuration au sein de laquelle il convient que
tent la gestion
toutes les disciplines necessaires soient represen-
- des relations hierarchisees entre les articles de tees. La commission de gestion de la configuration
configuration au sein de I’arborescence du produit; est presidee par le responsable du projet ou son re-
presentant.
- des relations hierarchisees des sous-ensembles
La commission de gestion de la configuration peut
et constituants dans chaque article de configu-
exister 8 plusieurs niveaux de decision, par exemple
ration;
si les exigences contractuelles requierent I’interven-
- des relations entre les articles et les documents; tion du client dans le processus, celui-ci peut
egalement creer une commission de gestion de la
- des relations entre les documents et les evolu-
configuration.
tions;
La commission a pour fonction de v&if ier
- de la constitution de dossiers a la demande;
- d’autres demandes de regroupement.
- qu’elle a I’autorite requise pour la configuration de
reference concernee;
- que l’evolution est necessaire;
7.2.4 Configurations de rbfhence
- que les consequences en sont acceptables;
Une configuration de reference se compose de tous
les documents approuves representant la definition
- que %vol ution a ete correcte ment cla s&e et de-
du produit a une &ape de sa vie.
trite dans les documents;
II convient que des configurations de reference soient
- que le programme d’application de I’evolution aux
etablies chaque fois qu’il est necessaire de definir, au
documents, materiels et/au logiciels est satisfai-
I
tours du cycle de vie du produit, une reference qui
sant.
set-t de point de depart pour les activites ulterieures.
Le niveau de detail avec lequel un produit est decrit
dans une configuration de reference depend du degre
de maTtrise recherchee. Les configurations de refe-
rence fonctionnelles, par exemple, peuvent etre 7.4 Prockdure de maitrise de la
constituees d’un seul document, tandis que les
configuration
configurations de reference de production peuvent
inclure un jeu complet de documents, y compris ceux
concernant les outillages et les processus de fabrica-
7.4.1 Identification et description du besoin
tion. d’kvolution
L’origine d’une evolution peut etre interne ou provenir
du client, d’un sous-traitant ou d’un fournisseur. II
7.3 Commission de gestion de la convient que toutes les demandes d’evolution soient
d&rites dans des documents et en regle generale in-
configuration
cluent les informations suivantes avant d’etre soumi-
- Le responsable du projet peut creer une commission
ses a la commission de gestion de la configuration:
de gestion de la configuration ayant I’autorite pour
reviser, approuver/desapprouver le plan de gestion de
- le ou les article(s) de configuration et les docu-
les procedures de gestion de la
la configuration, ments correspondants a modifier, leur nom et leur
configuration, le choix des articles de configuration, indice de revision;
les configurations de reference et les evolutions qui
- le nom de la personne elaborant la demande, I’or-
y sont apportees, y compris les derogations avant et
apres production. ganisme d’origine et la date de la demande;
6
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0 IS0
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- la r&on de I’evolution; II convient que la procedure determine le pouvoir, la
responsabilite et le mode d’intervention de ces per-
- la description de l’evolution;
sonnes.
L’autorite habilitee 8 approuver ou refuser peut etre
- I’urgence.
differente selo
...
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