Migration from CM Synergy to SVN at UBS - SubConf 2007

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The UBS Wealth Management & Business Banking unit migrated its internal software development projects from the CM Synergy (formerly Continuus) change management system to Subversion. In this talk, we present organizational and technical aspects of the migration project. We show how existing development processes were adapted and how user acceptance for the new system was achieved. Furthermore, we discuss the technical challenges involved in the migration of a large number of CM Synergy repositories to Subversion.

3. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 3 - CM S y ne rg y: O v e rview

9. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 9 - A pp roach : Basel in e Con v er sion

1. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 - Migr at ion f r o m CM S y n er gy to S u bver s i on at U B S M i c hael Dier s ― elego S of tware Solu t i ons G mbH CM Syner gy v s Subve rs io n Co ns iderat io ns Appro ac h Selec t ed i s sues To o ls Rec o mm endat io n s

10. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 0 - Issue : T i mesta mp s  CM Sy nergy ( b o th GUI and CL I) doe s not su p po rt UT C f or ti me s tam ps  Th e tim ezo ne i s never pri nt e d by c om mand o utput  For s om e co m m ands , the cl i ent ti me z on e i s us ed  For o thers, th e s e r ver t i mezon e i s used  If serv e r a nd c l i ent are i n d i f f erent ti m e z ones, y ou ha ve a probl em  L uck i l y for u s, Swi t zerl and i s a smal l coun try !

11. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 1 - Issue : D a ta ext racti on  Som e data can be r etri ev e d by an ad-h oc query l a nguag e  Som e data can be r etri ev e d onl y by pecu l ia r adm i ni s trati v e comm ands  Som e data canno t b e retr i ev ed by any comm and  Th e GUI c l i ent has f eatures n ot e x pos ed to t he c om mand l i ne - A ut o mati c res o l uti on of project/ sub project rel ati ons hi p - Di s pl ays i nformati on about ob j ec ts i n “trans i e n t ” s tate

14. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 4 - S u mma ry  CC M and SVN hav e very di f ferent data m o de l s ; how e v er, y ou m ay not ha ve to m ig r ate al l of the CC M da t a to S VN - S ome m e tadata shoul d g o i n to i ssue trac ker i ns tead  CC M i s co m pl e x and i ts C LI i s s om ew hat i ncon si s te n t; enter Perl and VCS::C MS y n e r g y  E v ery t ea m seem s t o use CCM di f f erentl y ; l uc ki l y , SVN h as f l e x i bl e m ech ani sm s and r e as onabl e b es t p r acti c es  Th ere' s noth i n g w rong wi t h a s i m pl i st i c app r oach: doi ng rel ease-based m i grati o n t o SV N and k e epi ng CC M around f or ref e r ence i n r/o m o d e

15. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 5 - T ha n k you ! Co llaborator s  P etr a G ratz er  L ars Sol tau  Stephe n B utl er Co ntac t In f ormat ion  M i chael Di ers < mdi ers @el eg o. de> el eg o S of t w are S ol u ti ons G m b H G ust av-M eyer -Al l ee 2 5 13355 B erl i n G ermany http :/ /w ww . el eg o. de/

6. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 6 - Con sider a tion s  Teams use C M Sy nergy i n di f f erent wa ys - Compl ex s yst em, req ui r es prope r us er tr ai ni ng - Extre me ex am p l e : one project neve r made a r el eas e; metad ata st ays i n a “t ransi ent” stat e, c an n o t be rep o r ted vi a CCM q u e ry l ang uage  When CC M b es t p r acti c es are not f ol l ow e d - Ret ri e val of hi st o r y and br anchi n g s truc ture gets qu i te i nvol ve d  E x tent of data m i grati on - Devel opment teams w ant di f f e rent l e vel s of de tai l t o be pre ser ved duri ng mi g rati o n

2. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 2 - CM S y ne rg y: C o n cept s  Chan g e Mana g eme n t S y s te m - N o t j u st vers i on c ontrol - P roce ss ori en ted, w i th wel l - defi ned wo r kf l o w - Up- f ront pre parati on st eps re qui red f or each project  Pro j ects  Tas k s  Rol es - B ui l d M anag er, T eam L ead, Devel oper CC M : CM Sy ner g y CLI ( Cont inuus Ch a n ge Ma nagem ent) SVN : Sub versio n C LI

5. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 5 - CM S y ne rg y: K ey d if f ere n c es f rom S u bv e rsi o n  CC M i s co m pl e x !  To be f ai r, i t does a l ot m or e t han S VN - CCM i s an i n t egr ated change manage m e nt s yste m - S VN sep arates mec han i sm and pol i cy : v ersi on manage m e nt tool k i t + bes t p racti ce s  CC M nee ds p ro j ect/ task co ntex t t o f i n d v ers i o ns/ changes - N o gl obal rev i s i on numb ers - N o URLs  Chec k i n g ou t a pro j ect i n C CM modi f i es t he s erv e r s tate - Kee ps ser ver- si de i nfo rmat i on ab out att ached w orks pac es: to be avoi d ed f or mi gr ati o n

12. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 2 - T o ol s  GNU tool c hai n and other Fr e e Sof tware - N o admi ni s trati ve p ri vi l eg es requ i re d - Cyg w i n (W i nd ow s) - Op enP KG ( S ol ari s 8)  Perl - P ortabl e, exte n s i v e l i brary (CP AN) - A l gori thms f or deal i ng wi th grap h/tr ee d ata s truc tures - CCM wrapp er VCS : :CM S yne rgy  sv n_ l o ad_di r s.pl - S mal l enhance m e nt to set author and d ate of eac h rev i s i on

13. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 1 3 - R ecomm end ati ons  Batch C CM operati o ns  Cac he i n f orm ation l ocal l y f or l ater m i grat i o n steps - Fi l e sys tem ( f i l e content s) - S Q Li te d atab ase (st ructur e and metad ata)  Run mi grati ons o n CC M s erv er - Cl o s e to phys i c al data, avoi d L A N traff i c  Work arou nd “ gi v en” si tuat i o n - Wi ndows: turn o ff anti v i rus p roduct s - A v o i d havi n g CCM d atab ases st i l l i n prod ucti on, el se mu s t have res tartab l e sc ri p ts to handl e e. g. per i odi c sys tem dow n ti me f or back ups

7. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 7 - Mo r e con s i de rat ion s  Si ze of sour ce reposi tor i e s i n CCM - 0. 1M B to 600M B p er rel ease - M i g rati o n pr o c ess c an take a l ong ti me w hen many re l eas es are i nv o l ved  Inf ormati on retr i ev al f rom C CM - P ath o f a p arti cul ar f i l e revi si on i n a project str ucture - Rel ati o n shi p b etween p roj e cts and subp roj e cts - T i me l i ne of even ts  May b e abl e t o d ire c tl y m i ne CC M da t ab a se for metadata - N o t done here, used CLI i nste ad - In retros pec t: per haps not a bad i d ea

4. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 4 - CM S y ne rg y: D a ta m odel  Al l metadata i s sto red i n a rel ati o nal databas e - M ust quer y DB to ag greg ate f rag m e nts o f d ata i nto “us ef ul ” i nf ormati o n  A project c ontai ns di r ector i es , fil es and ot her proj ec ts  Any s et of changes i s a tas k w i t hi n some p r oj ect  E v ery v ers ion of a fi l e or di rect ory i s stor ed onc e  E x act v ers i o n of f i l e i n a d irectory i s c ontex t dep endent  Co ntext is p r ov i d ed by a project - Lac k of a uni f orm gl ob al context makes automati on di f fi c ul t

8. Su bCo nf 20 07 : Mi gr at i on fr o m C M Syn e r gy to Su b v e r si o n at U B S e l e g o So ftwar e So l u ti o ns G mbH - 8 - A pp roach  D i ff erent project needs - Cost and ef fo r t var i es - N o silv er bullet, m ul ti pl e mi grat i on p roced ures  Rel ease-based m i grati on - P res erve s i nf ormati on ab o ut rel eas es - A g gre gates c hanges be tw ee n rel eas es i nto one chang e s et  Fi l e-based m i grati on - T rack chang es at fi l e l evel , i g no r es struc tural c han g es - P res erve s c om mi t hi st o r y al on g t h e ti me l i ne - N o group i ng of change s ac cord i ng to as soci ated tas k  Co m bi ne t he t wo basi c a p proa ches