6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos...

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6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software [email protected]

Transcript of 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos...

Page 1: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

6th European Banking Supervisors XBRL WorkshopMadrid 4, 5 October 2006

Version ControlPablo SantosCódice [email protected]

Page 2: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Outline

• About Códice Software

• Plastic SCM

• Configuration Management Basics

• CM applied to XBRL project

• Conclusions and future work

Page 3: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

About Códice Software

• A software engineering company

• Clear goal: SCM product

• SCM for all kind of developments

Page 4: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM

• SCM (Software Configuration Management) -> it is all about managing change (sw is easy to change)

• Technology foundation to build upon

• Focused on parallel development (allowing teams to collaborate)

Page 5: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM

• Fast

• Reliable (cluster testing)

• Feature rich

• Multiplatform: Windows, Linux, Solaris

Page 6: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Configuration Management Basics

Basic concepts

• Repository (n-dimensional file system)

• Workspace• Item• Revision• Branch• Marker

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• Items

• Revisions

Configuration Management Basics

Page 8: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Branches

Configuration Management Basics

Page 9: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Configuration Management Basics

Merging

Page 10: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Configuration Management Basics

Merging

Organizational branching

There are many other patterns:• Branch per task• Purpose• Feature• …

Page 11: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

• Managing the development process

• Freedom to change (supervisors)

• Track all changes

Plastic SCM applied to XBRL

Page 12: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL

Page 13: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (file history)

• Who

• When

• Why (comments)

Page 14: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (security)

• Fine grained security

• Access Control Lists (ACLs)

Page 15: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

• Know who is changing what…

Plastic SCM applied to XBRL (check outs)

Page 16: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (branching)

• A branch to track changes for each country

Page 17: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (differences)

• Know exactly what has been changed on a branch (country)

• Syntax Differences

Page 18: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (version tree)

• Exact history of a given element (directory or file)

• Merge information (where a version comes from)

Page 19: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (merging)

Page 20: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (maintenance)

• Create a branch for stable release maintenance

Page 21: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Plastic SCM applied to XBRL (bug tracking)

EntregaEntrega

Task

Unit Tests

FinishedTasks

Validation

Automated Tests

Release

ProjectManager

DevelopmentEngineers

ReleaseEngineers

Test Group

Consultant

Page 22: 6th European Banking Supervisors XBRL Workshop Madrid 4, 5 October 2006 Version Control Pablo Santos Códice Software psantosl@codicesoftware.com.

Conclusions and future work

[email protected]@codicesoftware.comwww.codicesoftware.com

• Manage all changes

• Basics covered, more to come