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279 lines
5.4 KiB
Markdown
279 lines
5.4 KiB
Markdown
# Change Management Process
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**Last Updated:** 2025-01-20
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**Document Version:** 1.0
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**Status:** Active Documentation
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---
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## Overview
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This document defines the change management process for the Proxmox infrastructure, ensuring all changes are properly planned, approved, implemented, and documented.
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---
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## Change Types
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### Standard Changes
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**Definition:** Pre-approved, low-risk changes that follow established procedures.
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**Examples:**
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- Routine maintenance
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- Scheduled updates
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- Standard VM/container deployments
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**Process:**
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- No formal approval required
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- Document in change log
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- Follow standard procedures
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### Normal Changes
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**Definition:** Changes that require review and approval but are not emergency.
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**Examples:**
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- Network configuration changes
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- Storage modifications
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- Security updates
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- New service deployments
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**Process:**
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- Submit change request
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- Review and approval
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- Schedule implementation
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- Document results
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### Emergency Changes
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**Definition:** Urgent changes required to resolve critical issues.
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**Examples:**
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- Security patches
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- Critical bug fixes
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- Service restoration
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**Process:**
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- Implement immediately
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- Document during/after
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- Post-implementation review
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- Retrospective approval
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---
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## Change Request Process
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### 1. Change Request Submission
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**Required Information:**
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1. **Change Details:**
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- Description of change
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- Reason for change
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- Expected impact
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2. **Technical Details:**
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- Systems affected
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- Implementation steps
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- Rollback plan
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3. **Risk Assessment:**
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- Risk level (Low/Medium/High)
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- Potential impact
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- Mitigation strategies
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4. **Timeline:**
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- Proposed implementation date
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- Estimated duration
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- Maintenance window (if needed)
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### 2. Change Review
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**Review Criteria:**
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1. **Technical Review:**
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- Feasibility
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- Impact assessment
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- Risk evaluation
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2. **Business Review:**
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- Business impact
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- Resource requirements
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- Timeline alignment
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3. **Security Review:**
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- Security implications
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- Compliance requirements
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- Risk assessment
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### 3. Change Approval
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**Approval Levels:**
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- **Standard Changes:** No approval required
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- **Normal Changes:** Infrastructure lead approval
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- **High-Risk Changes:** Management approval
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- **Emergency Changes:** Post-implementation approval
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### 4. Change Implementation
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**Pre-Implementation:**
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1. **Preparation:**
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- Verify backups
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- Prepare rollback plan
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- Notify stakeholders
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- Schedule maintenance window (if needed)
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2. **Implementation:**
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- Follow documented procedures
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- Document steps taken
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- Monitor for issues
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3. **Verification:**
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- Test functionality
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- Verify system health
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- Check logs for errors
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### 5. Post-Implementation
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**Activities:**
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1. **Documentation:**
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- Update documentation
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- Document any issues
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- Update change log
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2. **Review:**
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- Post-implementation review
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- Lessons learned
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- Process improvements
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---
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## Change Request Template
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```markdown
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# Change Request
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## Change Information
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- **Requestor:** [Name]
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- **Date:** [Date]
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- **Change Type:** [Standard/Normal/Emergency]
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- **Priority:** [Low/Medium/High/Critical]
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## Change Description
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[Detailed description of the change]
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## Reason for Change
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[Why is this change needed?]
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## Systems Affected
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[List of systems, VMs, containers, or services]
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## Implementation Plan
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[Step-by-step implementation plan]
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## Rollback Plan
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[How to rollback if issues occur]
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## Risk Assessment
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- **Risk Level:** [Low/Medium/High]
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- **Potential Impact:** [Description]
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- **Mitigation:** [How to mitigate risks]
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## Testing Plan
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[How the change will be tested]
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## Timeline
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- **Proposed Date:** [Date]
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- **Estimated Duration:** [Time]
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- **Maintenance Window:** [If applicable]
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## Approval
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- **Reviewed By:** [Name]
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- **Approved By:** [Name]
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- **Date:** [Date]
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```
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---
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## Change Log
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### Change Log Format
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| Date | Change ID | Description | Type | Status | Implemented By |
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|------|-----------|-------------|------|--------|----------------|
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| 2025-01-20 | CHG-001 | Network VLAN configuration | Normal | Completed | [Name] |
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| 2025-01-19 | CHG-002 | Security patch deployment | Emergency | Completed | [Name] |
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---
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## Best Practices
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1. **Plan Ahead:**
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- Submit change requests early
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- Allow time for review
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- Schedule during maintenance windows
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2. **Document Everything:**
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- Document all changes
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- Keep change log updated
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- Update procedures
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3. **Test First:**
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- Test in non-production
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- Verify rollback procedures
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- Document test results
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4. **Communicate:**
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- Notify stakeholders
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- Provide status updates
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- Document issues
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5. **Review Regularly:**
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- Review change process
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- Identify improvements
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- Update procedures
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---
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## Emergency Change Process
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### When to Use
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- Critical security issues
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- Service outages
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- Data loss prevention
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- Regulatory compliance
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### Process
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1. **Implement Immediately:**
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- Take necessary action
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- Document as you go
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- Notify stakeholders
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2. **Post-Implementation:**
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- Complete change request
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- Document what was done
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- Conduct review
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3. **Retrospective:**
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- Review emergency change
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- Identify improvements
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- Update procedures
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---
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## Related Documentation
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- **[OPERATIONAL_RUNBOOKS.md](OPERATIONAL_RUNBOOKS.md)** - Operational procedures
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- **[DISASTER_RECOVERY.md](DISASTER_RECOVERY.md)** - Disaster recovery
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- **[DEPLOYMENT_READINESS.md](DEPLOYMENT_READINESS.md)** - Deployment procedures
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---
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**Last Updated:** 2025-01-20
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**Review Cycle:** Quarterly
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