• Subversion Migration Planning

    Product:
    Subversion

    Component:
     

    Summary:

    CollabNet, through its seven years of interacting with customers, has defined a best practices approach to migrating projects from their current version control (VC) and source code management (SCM) systems. This document outlines CollabNet’s generic approach to migration. As each project contemplates using Subversion moving forward, it is important that the right steps be taken to determine what and how data may be migrated.



     

    Overall Migration Approach

    Needs Analysis

    The first step in a project’s migration process is to evaluate the costs and benefits of migrating existing project data to Subversion. It is important that project stakeholders:

    • Acknowledge the monetary and productivity costs associated with migrations
    • Define the need and business / technical value of having the data migrated

    CollabNet has found that the majority of projects do not experience value that is significant enough to justify the associated costs:

    • Leaving legacy project data available in a slimmed down legacy SCM system is sufficient to satisfy the need for the occasional review of history.
    • In other cases, taking a small set of revisions provides the right balance of value.
    • In a limited set of cases, a full migration is justified.

    During the needs analysis, it is also important to identify the scope of the data (revisions and associated metadata) to be migrated. It is not realistic to assume that a project needs full migration of all revisions and metadata. A change in version-control systems provides a perfect opportunity to review the contents of the project repository, and this clean up should be a significant aspect of identifying the scope of the data to be migrated.

    Environment Assessment

    In conjunction with the Needs Analysis, the potential technical limitations of a migration between two SCM systems need to be investigated. For pure version-control tools, the migration may not have any significant technical limitations, but for more advanced SCM tools, significant technical issues and limitations will arise and must be considered.

    For example, several tools have implemented approaches to merge tracking, while the current version of Subversion does not support this feature. Should this data be ignored and result in lost “history” or should it be stored somewhere within Subversion, possibly with limited accessibility?

    The difference in implementations of functionality may have important consequences on the scope and method of data migration. For example, many tools and project teams implement tagging or labeling liberally. Subversion implements tags as directories, so while tag creation is a “cheap” operation, it could result in a huge conglomeration of branches that add more confusion than value.

    Configuration Management Planning

    Every SCM tool has a unique set of benefits and features that a good configuration plan needs to utilize appropriately. Migration plans that fail to address changes to the project’s ongoing configuration management needs will provide limited value. Significant value and project satisfaction can be achieved with Subversion by modifying the configuration management plan to take advantage of Subversion’s unique benefits. For example, many configuration management plans limit tagging operations because the legacy SCM tool had performance limitations as the repository grew. Since Subversion’s tagging operation is cheap and consistent, there will likely be further uses for tagging that can provide value to the project. Alternatively, Subversion’s use of a single revision number across the repository to mark a snapshot in time could be used instead of tagging.

    CollabNet can provide invaluable insight during the configuration management process, due to our unique and extensive expertise gained from developing, using, and supporting Subversion. CollabNet provides various consulting services to help teams recalibrate their development and configuration management processes before adopting Subversion (rather than transplanting current concrete approaches that worked well on the legacy system into Subversion).

    Migration Planning

    Once the project lead makes the initial project migration strategy assessment, CollabNet has found that an investment in proper upfront planning will result in a faster and easier migration. Strategies such as whether development might continue along in conjunction with some of the migration process versus a full shutdown of development while migration is executed may vary based on numerous factors.

    It is also important that several practice migrations are executed, which use a snapshot (or a representative portion) of the project repository in an effort to anticipate any data migration issues prior to the execution of the real migration. Practice migrations significantly reduce potential final migration issues.

    Concise information regarding the migration should be communicated to the entire project team. Team members should:

    • Receive notification that the migration effort is in the planning stage so that they can offer relevant input.
    • Understand the approach to the scope and migration method, so they can clearly understand how to access historical project data after the migration is complete.
    • Familiarize themselves with Subversion usage, as well as changes to the current configuration management plan to take advantage of Subversion functionality.
    • Know the actual migration timeframes to prepare and minimize its productivity impact.

    Finally, project members should be notified when the migration is complete so they can begin to interact with Subversion on a full-time basis.

    Subversion Training

    Success with Subversion is not based solely on migrating project artifacts, but more importantly, on enabling users to be successful using Subversion. To that end, it is important that administrators and users receive the appropriate training and coaching that help them become productive in a short period of time. CollabNet offers deep Subversion training for both developers and administrators, which can be customized to meet the needs of specific projects and teams. We can also “train the trainer” when that approach is deemed more appropriate.

    Migration Execution

    The migration team must understand the impact of not having access to the project’s repository, and work with the project lead to limit that downtime, as well as to clearly communicate when the migration starts and finishes. CollabNet has executed numerous strategies around migration and has strong experience in a wide range of migration execution options.