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<p>&nbsp;</p>
'''<span id="Definition">Definition:</span>''' <html><span id="md-webpage-description" itemprop="description">The <i>Release Policy</i> represents a set of rules for deploying releases into the live operational environment, defining different approaches for releases depending on their urgency and impact.</span></html>


'''ITIL Process''': [[ITIL Service Transition|ITIL 2011 Service Transition]] - [[Release and Deployment Management]]
'''ITIL Process''': [[ITIL Service Transition]] - [[Release and Deployment Management]]


'''Checklist Category:''' [[ITIL-Checklists#ITIL 2011 Templates|Templates ITIL 2011]] - Service Transition
'''ITIL 4 Practice''': Release management


'''Source''': Checklist "Release Policy" from the [https://en.it-processmaps.com/products/itil-process-map.html ITIL Process Map]
'''Checklist Category:''' [[ITIL-Checklists#ITIL_Templates|ITIL Templates]]  


<p>&nbsp;</p>
<p>&nbsp;</p>


===<span id="Release Policy Template">Overview</span>===
The ''Release Policy'' represents a set of rules for deploying releases into the live operational environment, defining different approaches for releases depending on their urgency and impact.
<p>&nbsp;</p>
__TOC__
__TOC__


==Release Policy - Contents==
==Release Policy - Contents==
[[image:Release-policy.jpg|link=https://wiki.en.it-processmaps.com/index.php/File:Release-policy.jpg|thumb|400px|right|alt=Checklist Release Policy|Fig. 1: [[media:Release-policy.jpg|ITIL Release Policy: Definition and information flow (view full size)]]]]


''The Release Policy typically contains the following information:''
''The Release Policy typically contains the following information:''
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(Requirement that only software from the DML may be included in Releases)
(Requirement that only software from the DML may be included in Releases)


====Release levels====
====<span id="release-levels">Release levels</span>====
For each release level, e.g. major, minor, emergency releases:
For each release level, e.g. major, minor, emergency releases:
# Definition of release level
# Definition of release level
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## Emergency Release deployment requires authorization by [[ITIL Roles#Emergency Change Advisory Board (ECAB)|ECAB]] and is planned, coordinated and documented by a [[ITIL Roles#Major Incident Team|Major Incident Team]]
## Emergency Release deployment requires authorization by [[ITIL Roles#Emergency Change Advisory Board (ECAB)|ECAB]] and is planned, coordinated and documented by a [[ITIL Roles#Major Incident Team|Major Incident Team]]


====Guidelines for different approaches to Release deployment====
====<span id="guidelines-release-deployment">Guidelines for different approaches to Release deployment</span>====
What are the specific conditions which make a certain approach the preferred option, e.g.
What are the specific conditions which make a certain approach the preferred option, e.g.
# "Big-bang" vs. phased deployment
# "Big-bang" vs. phased deployment
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# Automated vs. manual deployment
# Automated vs. manual deployment


====Constraints for Release deployment====
====<span id="constraints-release-deployment">Constraints for Release deployment</span>====
Service Level and Operational Level Agreements typically specify availability targets, including allowed windows for maintenance during which the service might be unavailable. Unless Emergency Releases are required, Releases are routinely deployed during these maintenance windows. Release Management therefore needs to translate the service-specific constraints into Release deployment constraints for the systems, applications and other components which are required for the service to be available.
Service Level and Operational Level Agreements typically specify availability targets, including allowed windows for maintenance during which the service might be unavailable. Unless Emergency Releases are required, Releases are routinely deployed during these maintenance windows. Release Management therefore needs to translate the service-specific constraints into Release deployment constraints for the systems, applications and other components which are required for the service to be available.
# Service-specific Release deployment constraints as defined in the [[Checklist SLA OLA|Service Level and Operational Level Agreements]]
# Service-specific Release deployment constraints as defined in the [[Checklist SLA OLA|Service Level and Operational Level Agreements]]
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<p>&nbsp;</p>
<p>&nbsp;</p>


<html><a rel="author" href="https://plus.google.com/111925560448291102517"><img style="margin:0px 0px 0px 0px;" src="/skins/Vector/images/itpm/bookmarking/gplus.png" width="16" height="16" title="By: Stefan Kempter | Profile on Google+" alt="Author: Stefan Kempter, IT Process Maps GbR" /></a></html>
==Notes==
 
<html>Is based on: Checklist 'Release Policy' from the <a href="https://en.it-processmaps.com/products/itil-process-map.html" title="The ITIL Process Map - the ITIL process model" class="external text">ITIL Process Map</a></p>
 
<p>By:&#160;&#160;Stefan Kempter&#160;<a rel="author" href="https://www.linkedin.com/in/stefankempter"><img style="margin:0px 0px 0px 0px;" src="/images/bookmarking/linkedin.png" width="16" height="16" title="By: Stefan Kempter | Profile on LinkedIn" alt="Author: Stefan Kempter, IT Process Maps GbR" /></a>, IT Process Maps.</p>
 
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<a itemprop="item" href="https://wiki.en.it-processmaps.com/index.php/Checklist_Release_Policy#Release_levels"> <span itemprop="name">Release levels</span></a><meta itemprop="position" content="1" /></span> ›
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<a itemprop="item" href="https://wiki.en.it-processmaps.com/index.php/Checklist_Release_Policy#Guidelines_for_different_approaches_to_Release_deployment"> <span itemprop="name">Guidelines for different approaches to Release deployment</span></a><meta itemprop="position" content="2" /></span> ›
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<a itemprop="item" href="https://wiki.en.it-processmaps.com/index.php/Checklist_Release_Policy#Constraints_for_Release_deployment"> <span itemprop="name">Constraints for Release deployment</span></a>
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<!-- This page is assigned to the following categories: -->
<!-- This page is assigned to the following categories: -->
[[Category:ITIL V3|Release Policy]]
[[Category:ITIL 2011|Release Policy]]
[[Category:Checklist (ITIL)|Release Policy]]
[[Category:Checklist (ITIL)|Release Policy]]
[[Category:Template (ITIL)|Release Policy]]
[[Category:Service Transition|Release Policy]]
[[Category:Service Transition|Release Policy]]
[[Category:Release & Deployment Management|Release Policy]]
[[Category:Release & Deployment Management|Release Policy]]
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Latest revision as of 12:08, 31 December 2023

Checklist Release Policy - Template Release Policy
Checklist Release Policy - Template Release Policy


Definition: The Release Policy represents a set of rules for deploying releases into the live operational environment, defining different approaches for releases depending on their urgency and impact.

ITIL Process: ITIL Service Transition - Release and Deployment Management

ITIL 4 Practice: Release management

Checklist Category: ITIL Templates

 

Release Policy - Contents

Checklist Release Policy
Fig. 1: ITIL Release Policy: Definition and information flow (view full size)

The Release Policy typically contains the following information:

 

Release identification

(Release identification, numbering and naming conventions)

Requirements

(Requirement that only software from the DML may be included in Releases)

Release levels

For each release level, e.g. major, minor, emergency releases:

  1. Definition of release level
  2. Expected frequency
  3. Roles and responsibilities as well as entry and exit criteria for the different stages of the Release and Deployment Management process (these may be modified for specific transitions as the necessity arises)
  4. Approach and guidelines for grouping Changes into Releases
  5. Planning and documentation requirements, e.g.
    1. Minor Release deployment uses the simpler Minor Change Deployment process and is documented in Release Records and Change Records
    2. Major Release deployment requires setting up a formal project with full documentation
    3. Emergency Release deployment requires authorization by ECAB and is planned, coordinated and documented by a Major Incident Team

Guidelines for different approaches to Release deployment

What are the specific conditions which make a certain approach the preferred option, e.g.

  1. "Big-bang" vs. phased deployment
  2. "Push" vs. "pull" deployment
  3. Automated vs. manual deployment

Constraints for Release deployment

Service Level and Operational Level Agreements typically specify availability targets, including allowed windows for maintenance during which the service might be unavailable. Unless Emergency Releases are required, Releases are routinely deployed during these maintenance windows. Release Management therefore needs to translate the service-specific constraints into Release deployment constraints for the systems, applications and other components which are required for the service to be available.

  1. Service-specific Release deployment constraints as defined in the Service Level and Operational Level Agreements
    1. Service A
      1. Allowed frequency of new releases according to Release type
      2. Release windows and constraints (e.g. Saturday 01:00 – 04:00, not in December)
    2. Service B
  2. Release deployment constraints for systems, applications and other components supporting the above services
    1. System A
      1. Allowed frequency of new releases according to Release type
      2. Release windows and constraints (e.g. Saturday 01:00 – 04:00, not in December)
    2. System B

Preferred mechanisms

(Preferred mechanisms to automate the deployment of Releases)

 

Notes

Is based on: Checklist 'Release Policy' from the ITIL Process Map

By:  Stefan Kempter , IT Process Maps.

 

Release levels › Guidelines for different approaches to Release deployment › Constraints for Release deployment