Configuration Management Plan CONFIGURATION MANAGEMENT PLAN Version 5-00 Document Control Number 1000-00000 2018-09-11 Woods Hole Oceanographic Institution Woods Hole Road, Woods Hole, MA. www.whoi.edu in Cooperation with University of Washington Oregon State University Rutgers University 1 Configuration Management Plan Document Control Sheet Version Date Description Originator 1-0 Jun 16, 2006 Initial integration S. Williams 2-0 Oct 15, 2007 Complete Revision A. Ferlaino 2-1 Oct 30, 2007 Threshold Update A. Ferlaino 2-2 Oct 30, 2007 Threshold Update S. Williams 2-3 Nov 13, 2007 Terminology A. Ferlaino 2-4 Nov 16, 2007 Comment Updates A. Ferlaino 2-5 Jan – 2008 Major update SE group 2-56 Apr 29, 2008 Revision A. Ferlaino 2-64 May 28, 2008 Revision Chapters 5-6 A. Ferlaino 2-66 May 28, 2008 Clerical Corrections A. Ferlaino 2-70 Jun 9, 2008 Formal Review Comment Update A. Ferlaino 2-71 Jun 20, 2008 Section 2.6 Changes A. Ferlaino 2-73 Jun 27, 2008 Formatting A. Ferlaino 2-74 Aug 11, 2008 Document Properties A. Ferlaino 2-75 Aug 25, 2008 Version formatting, section 1-7 A. Ferlaino change to convention 2-76 Sep 22, 2008 Clerical Correction A. Ferlaino 2-77 Oct 6, 2008 Collaboration Tools, update of A. Ferlaino, P. Yeung naming conventions, inclusion of attachment B2, correction to CCB 2-78 Oct 9, 2008 Formatting, clerical corrections L. Snow 2-79 Oct 10, 2008 Mike Harrington directed RCA A. Ferlaino example changes, Section 1 2-81 Oct 22, 2008 1.8.2 graphic, 1.8.4, 5.3.1, 5.3.3 A. Ferlaino text 2-82 Jan 22, 2009 Section 6.5, Appendix A-2: E. Griffin Change OOI CCB Chairperson to OOI Program Director. Move OOI Project Director to OOI CCB Members list. 1.5, 1.6, 3.4.5, 3.4.10, 3.5.2.1, 3.5.2.2, 3.5.2.3: copy edits 2-83 Jan 26, 2009 Section 7.3.2 text added re: Risk L. Brasseur Management Board 2-84 Jan 30, 2009 Appendix A-1, minor title A. Ferlaino description edits. 2-85 Oct 29, 2009 Updated pre baseline A. Ferlaino, B. Bergen, M. Goodnight 2-86 Nov 15, 2009 NSF Directed changes to CCB A. Ferlaino membership and address change in OL management structure. Update of tools references including Alfresco structure. Variant impact changes. 2-87 Nov 19, 2009 1.2 R&RA Scope, Scope in A. Ferlaino naming convention 2-88 Nov 20, 2009 CCB Lien update A. Ferlaino, ECR # 1300-00030 2-89 May 25, 2010 Section 1.9 updates K. Carr, ECR # 1300-00075 corresponding to B2 table 2 Configuration Management Plan updates 2-90 Sept 2, 2010 Major Update for CCB E. Chapman, ECR#1300-00090 2-91 Oct 10, 2010 Edits to Sec 6.3, 6.4, and 7.2 E. Chapman, ECR#1300-00090 based on CCB feedback. 2-92 Feb 7, 2011 Edits to 3.4.10 and Section 5. E. Chapman 3-00 Feb. 18, 2011 Major Update, edits to Sections E. Griffin, ECR #1300-00126 1.7.1, 1.7.2, 1.9, 2.11.2, 3.0, 3.5.2.2, 4.2.1, 7.0, 7.1, Appendices 3-01 June 9, 2011 Edits and clarifications to E. Griffin, E. Chapman Sections 1.6, 1.7, 1.8, 2.7, 6.2.3, 6.4, 6.5, 7.3.2, 7.4, 7.5, and Appendix A-1 3-02 June 15, 2011 Clarified drawing title block E. Chapman statement in 2.7 3-03 July 14, 2011 Updates to Sections 1.8.1, 7.4, E. Griffin, ECR #1300-00179 removal of Appendix A-1, administrative changes. 3-04 August 5, Updates to Sections 6.4, 7.2, 7.3, G. Settle and E. Griffin, ECR 2011 7.5, and 7.6; changed position #1300-00192 titles to reflect actuals used in the PMO throughout the document. 3-05 Oct. 20, 2011 Edits to sections 1.8, 3.5, 6.2, 7.2, E. Griffin 7.5 3-06 Oct. 21, 2011 Addition to 1.4; minor word G. Settle changes, copy edits 3-07 Oct 21, 2011 Section 6.2.4; additional edits to E. Griffin, A. Ferlaino, E. sections 6.2.1, 6.2.2, 6.4, 7.1, Chapman 7.1.3, 7.3.1, 7.5 3-08 Nov 15, 2011 Resolving liens ECR 1300-00192 E. Griffin 3-09 Nov 29, 2011 Resolving liens ECR 1300-00192 E. Griffin 3-10 Dec 1, 2011 Edits to Sections 2.9, 2.10, 2.11 E. Griffin 3-11 Dec 6, 2011 Resolving liens ECR 1300-00192 E. Griffin 3-12 Dec 9, 2011 Formatting E. Griffin, ECR #1300-00192 3-13 Dec 23, 2011 Administrative edit on Document E. Griffin Control Sheet 3-14 Mar 9, 2012 Updates to Sections 1.5, 1.10 E. Griffin 3-15 Mar 13, 2012 Updates to Sections 3.4, 3.5, 6.3, E. Griffin 6.4 3-16 Mar 28, 2012 Working off liens E. Griffin, ECR #1300-00237 3-17 Mar 30, 2012 Completion of liens E. Griffin, ECR #1300-00237 3-18 Dec 14, 2012 Completion of NSF Liens E. Chapman, ECR #1300- 00237 3-19 Dec 21, 2012 Formatting, copy edits E. Griffin 3-20 Mar 19, 2013 Administrative updates, E. Griffin corrections to Sections 1.7.2, 1.8.1, 6.2.1, 6.4, 6.5, 7.3.1. 3-21 April 3, 2013 Updates to Sections 4.5.1.3, 7.3.1 K. Carr, ECR #1300-00356 3-22 April 9, 2013 Changed language in 7.3.1 per K. Carr, ECR #1300-00356 comment on ECR 1300-00356 3-23 Aug 8, 2013 Administrative change. As-Build E. Chapman TDP due as part of Commissioning not Acceptance. 3-24 Oct 28, 2013 Updates to CI CM section. T. Cowles 3 Configuration Management Plan 3-25 Jan 7, 2014 Admin Change- clarify language E. Chapman in 6.2.1.e and 6.2.2.d 4-01 Oct. 15, 2014 Major Update for Transition to P. Matthias, S. White O&M 4-02 May 12, 2015 Finalize for End of Construction D. Penn 4-03 May 19, 2015 Addition of CGSN and Cabled S. Banahan Array CMP documentation 4-04 May 19, 2015 Addition of Cabled Array S. Banahan document and software instructions. 4-05 Oct 02, 2015 Various Updates needed for the J. Pisciotta O & M phase. 4-05 Dec 11, 2015 Various Updates needed for the J. Pisciotta O & M Redmine. 4-05 April 1, 2016 Additional Updates needed for the J. Pisciotta O & M Redmine changes. 5-00 Sept. 11, 2018 Refresh for OOI 2.0, with input P. Matthias from all IOs. 4 Configuration Management Plan Table of Contents: 1 Configuration Management System Structure ............................................................................... 8 1.1 Purpose .................................................................................................................................. 8 1.2 Scope ...................................................................................................................................... 8 1.3 Configuration Process ............................................................................................................ 8 1.3.1 Drawing Standard ........................................................................................................... 8 1.3.2 Software Versioning and Configuration Process ............................................................ 8 1.3.3 Implementing Organization Documentation Assurance Process ................................... 9 1.3.4 Implementing Organization Configuration Management Process .................................. 9 1.4 Responsibility & Authority ....................................................................................................... 9 1.5 Configuration Controlled Documents .................................................................................... 11 1.6 File Formats and Applications .............................................................................................. 11 1.7 File Naming Conventions (Non-Controlled) .......................................................................... 12 1.7.1 Terms and Definitions ................................................................................................... 12 1.8 File Numbering Conventions (Controlled) ............................................................................ 12 1.8.1 Series Number .............................................................................................................. 12 1.8.2 Sequence Number ........................................................................................................ 13 1.8.3 Control Assignment Validation Criteria ......................................................................... 14 1.8.4 Controlled Files Outside of the DMS ............................................................................ 14 1.9 Other Naming Conventions .................................................................................................. 14 1.9.1 Observatory - Instrument Name ................................................................................... 14 1.10 Technical Data Baselines ..................................................................................................... 14 2 Document and Information Types ................................................................................................. 15 2.1 Hardware and Software Documentation............................................................................... 15 2.2 Document (Drawing) List ...................................................................................................... 15 2.3 Procurement Documentation ................................................................................................ 16 2.4 Source Control Document / Vendor Item Drawing ............................................................... 16 2.5 Specifications ........................................................................................................................ 16 2.6 Hardware Parts Lists and Bills of Material ............................................................................ 16 2.7 Hardware Assembly Drawings ............................................................................................. 16 2.8 Hardware Assembly Procedures .......................................................................................... 16 2.9 Hardware Configuration Database ......................................................................................