ISO/IEC 26563:2022
(Main)Software and systems engineering — Methods and tools for product line configuration management
Software and systems engineering — Methods and tools for product line configuration management
This document, within the context of methods and tools that support the configuration management (CM) capability of software and systems product line engineering: — specifies processes for product line CM (the processes are described in terms of purpose, inputs, tasks, and outcomes); — specifies method capabilities to support the defined tasks of each process; — specifies tool capabilities that automate or semi-automate tasks and methods. This document does not concern the processes and capabilities of tools and methods for a single system but rather deals with those for a family of products.
Ingénierie du logiciel et des systèmes — Méthodes et outils pour la gestion des configurations de gammes de produits
General Information
Standards Content (Sample)
INTERNATIONAL ISO/IEC
STANDARD 26563
First edition
2022-12
Software and systems engineering —
Methods and tools for product line
configuration management
Ingénierie du logiciel et des systèmes — Méthodes et outils pour la
gestion des configurations de gammes de produits
Reference number
ISO/IEC 26563:2022(E)
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ISO/IEC 26563:2022(E)
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ISO/IEC 26563:2022(E)
Contents Page
Foreword .v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 2
5 Reference model for product line configuration management . 3
5.1 Overview . 3
5.2 Constituents of reference model for product line configuration management . 3
6 Product line CM technical management . 7
6.1 General . 7
6.2 Product line configuration planning . 7
6.2.1 Principal constituents . 7
6.2.2 Define PL configuration strategy . 8
6.2.3 Assign responsibility for PL configuration operationalization . 8
6.2.4 Define success measures for PL configuration operationalization . 8
6.2.5 Estimate adequate resources needed for PL configuration
operationalization . 9
6.2.6 Document PL configuration plans . 9
6.3 Product line configuration enabling . 10
6.3.1 Principal constituents . 10
6.3.2 Enable PL configuration environment . 10
6.3.3 Provide guidance for PL configuration operationalization . 11
6.3.4 Enable measurement environment for quantifying PL configuration
operationalization . 11
6.4 Product line configuration managing . 11
6.4.1 Principal constituents . 11
6.4.2 Review PL configuration operationalization status with success measures .12
6.4.3 Control issues on PL configuration operationalization .12
6.4.4 Make corrective actions on PL configuration operationalization .13
7 Product line configuration management operationalization .13
7.1 General .13
7.2 Product line configuration management initiation . 13
7.2.1 Principal constituents . 13
7.2.2 Initiate PL configuration operation . 14
7.2.3 Perform preliminary PL configuration . 14
7.3 Product line configuration item identification . 14
7.3.1 Principal constituents . 14
7.3.2 Select PL configuration items . 15
7.3.3 Identify variations of configuration items in time and space . 16
7.3.4 Structure configuration information aligned to the structure of a product
line . 16
7.3.5 Establish unique identifiers facilitating traceability . 17
7.4 Product line configuration baselining . 17
7.4.1 Principal constituents . 17
7.4.2 Capture PL configuration baselines in time and space . 18
7.4.3 Create and release PL configuration baselines in time and space . 18
7.4.4 Facilitate commonality and variability management in baselines of time
and space . 19
7.4.5 Maintain baselines readily available by distributed configuration
management . 19
7.5 Product line configuration status accounting . 20
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ISO/IEC 26563:2022(E)
7.5.1 Principal constituents .20
7.5.2 Evaluate and coordinate change requests for PL configuration items . 21
7.5.3 Identify PL configuration delta . 21
7.5.4 Update baselines for PL configuration delta . 21
7.5.5 Relate PL configuration delta to relevant PL configuration items.22
7.6 Product line configuration reporting . 22
7.6.1 Principal constituents .22
7.6.2 Develop and maintain the PL configuration management status information .23
7.6.3 Capture, store, and report PL configuration anomaly .23
7.6.4 Capture, store and report PL configuration management data .23
8 Product line configuration management support .23
8.1 General .23
8.2 Quality assurance for product line CM. 24
8.2.1 Principal constituents . 24
8.2.2 Objectively evaluate PL configuration activities . 25
8.2.3 Objectively evaluate PL configuration work products . 25
8.2.4 Communicate and resolve non-compliance issues . 25
8.2.5 Establish records of quality assurance activities for PL configuration .26
8.3 Product line configuration change control . 26
8.3.1 Principal constituents .26
8.3.2 Identify and record change requests for product line configuration . 27
8.3.3 Evaluate and coordinate the impacts of change requests on commonality
and variability . 27
8.3.4 Verify conformance among relevant configurations in time and space . 27
8.3.5 Trace and manage approved changes to baselines .28
8.4 Traceability management for product line configuration .28
8.4.1 Principal constituents .28
8.4.2 Establish bi-directional traceability among PL configurations .29
8.4.3 Track and control PL configuration with commonality and variability .29
8.4.4 Facilitate integrated traceability management for PL configuration and PL
configuration delta .30
Annex A (informative) Roles of configuration management in each SSPL lifecycle process .31
Bibliography .33
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ISO/IEC 26563:2022(E)
Foreword
ISO (the International Organization for Standardization) and IEC (the International Electrotechnical
Commission) form the specialized system for worldwide standardization. National bodies that are
members of ISO or IEC participate in the development of International Standards through technical
committees established by the respective organization to deal with particular fields of technical
activity. ISO and IEC technical committees collaborate in fields of mutual interest. Other international
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work.
The procedures used to develop this document and those intended for its further maintenance
are described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria
needed for the different types of document should be noted. This document was drafted in
accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives or
www.iec.ch/members_experts/refdocs).
Attention is drawn to the possibility that some of the elements of this document may be the subject
of patent rights. ISO and IEC shall not be held responsible for identifying any or all such patent
rights. Details of any patent rights identified during the development of the document will be in the
Introduction and/or on the ISO list of patent declarations received (see www.iso.org/patents) or the IEC
list of patent declarations received (see https://patents.iec.ch).
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www.iso.org/iso/foreword.html. In the IEC, see www.iec.ch/understanding-standards.
This document was prepared by Joint Technical Committee ISO/IEC JTC 1, Information technology,
Subcommittee SC 7, Software and systems engineering.
Any feedback or questions on this document should be directed to the user’s national standards
body. A complete listing of these bodies can be found at www.iso.org/members.html and
www.iec.ch/national-committees.
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ISO/IEC 26563:2022(E)
Introduction
Software and systems product line (SSPL) engineering and management creates, exploits, and manages
a common platform to develop a family of products (e.g. software products, systems architectures) at a
lower cost, with reduced time to market and better quality. As a result, it has gained increasing global
attention since the 1990s.
SSPL engineering and management maintain changes of commonality and variability of a product
line as well as multiple different products derived from the product line. The impacts of the changes
in commonality and variability are on each product of a product line, and they are different for
each product. Thus, the complexity of configuration management in SSPL is high, and configuration
management for a single system that is not aware of these aspects cannot manage configurations of a
product line. This document deals with configuration management methods and tools that are aware of
these aspects.
This document can be used in the following modes:
— to provide guidance on how to identify, control, report, and evaluate configurations of a product line
by organizations that want to adopt SSPL for producing their products;
— to provide guidance on the evaluation and selection for methods and tools for product line
configuration management by a product line organization;
— to provide guidance on implementing or developing methods and/or tools by specifying a
comprehensive set of methods and tools capabilities for supporting product line configuration
management by either providers of methods or tools, or both.
The ISO/IEC 26550 family of standards addresses both engineering and management processes and
capabilities of methods and tools in terms of the critical characteristics of product line development.
This document provides processes and capabilities of methods and tools for configuration management
in product lines.
Other standards in the ISO/IEC 26550 family are as follows: ISO/IEC 26550, ISO/IEC 26551,
ISO/IEC 26552, ISO/IEC 26553, ISO/IEC 26554, ISO/IEC 26555, ISO/IEC 26556, ISO/IEC 26557,
ISO/IEC 26558, ISO/IEC 26559, ISO/IEC 26560, ISO/IEC 26561, ISO/IEC 26562 and ISO/IEC 26564.
— Processes and capabilities of methods and tools for domain requirements engineering and
application requirements engineering are provided in ISO/IEC 26551.
— Processes and capabilities of methods and tools for domain design and application design are
provided in ISO/IEC 26552.
— Processes and capabilities of methods and tools for domain realization and application realization
are provided in ISO/IEC 26553.
— Processes and capabilities of methods and tools for domain testing and application testing are
provided in ISO/IEC 26554.
— Processes and capabilities of methods and tools for technical management are provided in
ISO/IEC 26555.
— Processes and capabilities of methods and tools for organizational management are provided in
ISO/IEC 26556.
— Processes and capabilities of methods and tools for variability mechanisms are provided in
ISO/IEC 26557.
— Processes and capabilities of methods and tools for variability modelling are provided in
ISO/IEC 26558.
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ISO/IEC 26563:2022(E)
— Processes and capabilities of methods and tools for variability traceability are provided in
ISO/IEC 26559.
— Processes and capabilities of methods and tools for product management are provided in
ISO/IEC 26560.
— Processes and capabilities of methods and tools for product line transition management are provided
in ISO/IEC 26562.
— Processes and capabilities of methods and tools for product line measurement are provided in
ISO/IEC 26564.
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INTERNATIONAL STANDARD ISO/IEC 26563:2022(E)
Software and systems engineering — Methods and tools for
product line configuration management
1 Scope
This document, within the context of methods and tools that support the configuration management
(CM) capability of software and systems product line engineering:
— specifies processes for product line CM (the processes are described in terms of purpose, inputs,
tasks, and outcomes);
— specifies method capabilities to support the defined tasks of each process;
— specifies tool capabilities that automate or semi-automate tasks and methods.
This document does not concern the processes and capabilities of tools and methods for a single system
but rather deals with those for a family of products.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
3.1
application asset
output of a specific application engineering process (e.g. application realization) that may be exploited
in other lifecycle processes of application engineering and may be adapted as a domain asset (3.3) based
on a product management decision
[SOURCE: ISO/IEC 26550:2015, 3.2, modified — Notes to entry have been removed.]
3.2
common configuration item
entity within a configuration that is common to all products
3.3
domain asset
output of domain engineering life cycle processes and can be reused in producing products during
application engineering
[SOURCE: ISO/IEC 26550:2015, 3.11, modified — The alternative preferred term "core asset" and notes
to entry have been removed.]
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ISO/IEC 26563:2022(E)
3.4
product line configuration
snapshot of the product line that contains a collection of revisions of every domain asset (3.3) and
member product in the product line
3.5
product line configuration delta
difference between the two versions of product line configuration (3.4)
3.6
product line configuration item
resulting artefacts that make up a product line
Note 1 to entry: Product line configuration item is a generic term for configuration items of domain engineering,
application engineering, and managerial support.
3.7
product line configuration management
coordinated activities to direct and control product line configuration (3.4)
Note 1 to entry: Product line configuration management includes configuration management activities for
domain engineering, application engineering, and organization and technical management.
[SOURCE: ISO/IEC TR 18018:2010, 3.7, modified — "product line" has been added in the term and in the
definition; the abbreviated term has been removed; note 1 to entry has been added.]
3.8
variation in time
existence of different versions of a common or variable artefact at different times
[ ]
Note 1 to entry: The variation in time dimension is synchronous with software evolution 24 .
3.9
variable configuration item
entity within a configuration that is variable among products
3.10
variation in space
existence of different versions of a variable artefact in different shapes and used by different products
3.11
variability model
explicit definition for product line variability
[SOURCE: ISO/IEC 26550:2015, 3.27, modified — Note 1 to entry has been removed.]
4 Abbreviated terms
CM configuration management
ConOps concept of operations
PL product line
SSPL software and systems product line
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5 Reference model for product line configuration management
5.1 Overview
CM is an essential prerequisite for being able to cope with the complexity of products in different
versions. SSPL consists of many common and variable parts in different versions, so the complexity
of CM is very high. Therefore, sophisticated CM is essential to succeeding in SSPL engineering and
management.
In SSPL, CM is performed for domain engineering and application engineering, unlike CM for single
system development. At any moment, some products use different versions of reusable domain assets.
Furthermore, adaptations, additions, or deletions of commonality and variability make CM more
complex.
Like CM for single system development, product line CM should support the management of configuration
items, versions, branches, baselines, and branched baselines. It also should support change control and
release control. However, product line CM should support:
a) management of snapshots of common and variable domain assets uniquely identified at a given
reference point so that member products reuse them consistently called variants in time;
b) management of artefacts for a variation point and its variants, namely different snapshots of
artefacts that can replace the variation point called variants in space;
c) management of snapshots of a member product, including reused domain assets and product-
specific artefacts.
The product line CM process and its supporting methods and tools should have capabilities to maintain
the integrity of the configuration items of software and systems produced during product line
engineering and management.
5.2 Constituents of reference model for product line configuration management
The reference model specifies the structure of supporting processes and subprocesses for a product
line CM. Figure 1 shows that a product line CM is structured into three processes: product line CM,
PL configuration operationalization, and product line CM support. In the rest of this document, tasks,
methods, and tools are described for processes and subprocesses defined in the reference model.
Each process is divided into subprocesses, and each subprocess is described in terms of the following
attributes:
— the title of the subprocess;
— the purpose of the subprocess;
— the inputs to produce the outcomes;
— the tasks to achieve the outcomes;
— the outcomes of the subprocess.
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ISO/IEC 26563:2022(E)
Figure 1 — Reference model for the product line configuration management
The product line CM technical management process provides managerial supports for planning PL
configuration (e.g. CM strategy, resource estimation, responsibility allocation, success measures),
supports for providing necessary resources, tools, and infrastructures for realizing CM plans
and supports for analysing the plan versus the actual status of CM. The product line CM technical
management includes the following:
— product line configuration planning establishes plans for initiating, operationalizing and supporting
product line CM; PL configuration plan contains PL configuration strategy, CM responsibilities and
authorities, criteria for identifying configuration items, applicable policies, PL-specific CM process,
rules for change and release control, success measures to judge the success of CM, schedule, tools,
and resources;
— product line configuration enabling defines, maintains, and assures the availability of environments,
guidance, and measurement necessary to performing product line CM; product line CM environments
should support coordination and cooperation among participants of domain engineering and
application engineering processes so that participants of domain engineering can do their roles
and responsibilities without interfering with the progress of application engineering and vice
versa; the environments should clarify whether member products can be allowed to change domain
configuration items they are reusing; guidance for stabilizing and making changes on configuration
items of domain engineering is essential to preventing risks due to the reuse of inconsistent or
destabilized versions of domain configuration items;
— product line configuration managing provides integrated management for product line configuration
operationalization; this subprocess reviews the product line configuration operationalization's
actual status against plans, controls issues, and takes corrective actions if necessary.
The PL configuration operationalization process performs operations for establishing and maintaining
configurations of product line engineering and management. This process deals with the identification
of PL configuration items, baselining, change and release control of PL configuration items and
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baselines, and managing for commonality and variability to apply and undo PL configuration changes.
The PL configuration operationalization includes the following:
— product line CM initialization identifies and mobilizes PL configuration participants to initiate the
integrated PL configuration operation; Initialization includes the selection of mechanisms and tools
for the handling configurations of all PL engineering artefacts;
— product line configuration item identification identifies the software and system items
...
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