ESCALATING 102

 

 

Preliminary work;

 

Review all data, make sure you have all the required files.

 

For Crashes- supply node stats, CMEM,  CLI getscript, alarm logs and des file. (note that des file and cmem may be in FERs 5.4 and above).

 

Network diagram/network info will probably be asked for, get it now if available.

 

Make sure all is up to rev (i.e. software and bootprom rev’s).

 

Review alarm log, check for config errors or abnormal alarms. If there was CTP connection or abnormal activity before the crash, find out what was being done, it WILL be asked, maybe months later so find out now!

 

For software bugs, the required files depend on the problem. Should be duplicated with CLEAR instructions.

 

If the problem has been duplicated, test with most recent release.

 

Investigate if the problem is  already known, search databases (clarify and DDTS), call someone or use the NSD email list.

 

If you want a quick resolution, provide everything but the kitchen sink. Much time is wasted by going back and asking for more information further down the escalation cycle.

 

Opening a Change request (Clarify) (customer service database).

 

From inside vanguard, go to “My Service”, then select Feature Request, Internal Bug & Escalation System”.

 

From there select “New Escalation”.

 

Make sure you enter your email address correctly.

 

Customer Name:

If the customer is from Online or from a distributor, include this and then the actual customer name. (Online/Customer Name or Distributor Name/Customer Name)

 

Problem description line;

Use actual FER name, like Bus Error, EP: ep_Check() - queue full for EP1

    

Accurately describe the problem itself.

Write it keeping in mind that this is what you would like to see for a description in the SRN.

(they do use this for the SRNs if it is understandable)

 

Think also if you were doing a search years from now,  what keywords you can use.  We can only search on this line for the problem description.

 

Check for spelling grammar!

 

 

Detailed description;

 

Copy/paste as much relevant information about the problem as possible.  Do not assume a follow-up email will make it to the Engineer.

 

No need to paste the FER or any portions, the FER will be attached.

 

Only report one problem per CR/Escalation. If there are multiple problems or different crashes, each must be escalated separately.

 

Only one customer per escalation as well. Too often the “other customer” may require a different patch base/different product, or he is forgotten completely.  This also helps with defending the urgency/priority.

 

Do not use all caps.

 

Severities

 

1        CRITICAL RED FLAG SUPER HOT, the president gets paged. If you have questions, call someone before opening up a sev 1.  Hard down, very frequent crashes etc. A patch is expected for a fix ASAP.

 

2        MAJOR Problem severely effects DATA, node crashes. A patch is expected for a fix, sometimes will be in next service pack.

 

3        MINOR  Typically a stats issue or a MINOR performance issue. The fix will be in the next major release or future service pack. (No Patch required)

 

4        NO CUSTOMER IMPACT, use for documentation issues only.

 

(Sev 5 is for feature requests which should be opened under “Open New Feature Request”).

 

 User impact;

As implies, describe the impact to the customer this problem causes and frequency if known.

 

Do not just put “HOT”. Explain why it is HOT!!!

    

Use detailed description area if needed.

   

 Do not put “One time crash” unless you know for sure it is not going to crash tomorrow or months from now.

 

Fix required on;

Will the customer upgrade to latest and greatest?, if so just say latest and greatest.

 

If the customer will not upgrade, state this and what base the fix needs to be on and why.

 

If there are other fixes or pending escalations that will need to be included, enter this info here.

 

If the problem cannot be duplicated, it must be indicated so in the detailed description. It is then expected that very detailed information is available.

 

ALL CR’s must be worked/investigated by GNE before being escalated to Engineering.

 

After finishing this, you should get an email with the CR number. If you do not, contact Dave Cole, Mike Brogan  or Jeff Amaral and we can see if it is in the “in queue wipbin”.

 

OWNERSHIP

 

Now that you have yanked the CR or if it has been assigned to you, keep in mind that you “manage” this escalation throughout its lifecycle as long as you are the owner.  It is your responsibility to make sure that it is kept updated and not forgotten.

 

If there was a clarify case open, when the CR is opened the case should be closed. The case number should be referenced in the CR. Also, the CR number should be referenced in the case. The customer should be given the CR number for reference and be told the case will be closed.

 

Attaching files

 

You can attach the files when  opening the CR  on the website, or you can attach them at any time by going back to the website. 

 

From inside vanguard, go to “My Service”, then select Feature Request, Internal Bug & Escalation System”. From there select “Escalation Query”. After you search and find  your escalation click on the  tab “add attachments”.  Please be aware that many of the search fields are case sensitive.

 

 

 

To Escalate to Engineering

 

#1, Make sure your name is  selected under the tab “CS owner”.

 

Instead of “sending to DDTS, we now Dispatch the CR to the Engineering Escalations Queue.

 

From the DESKTOP pull down, select DISPATCH.  Then you should see a list of Queues, select “ Engineering Escalations” and then hit “Dispatch”.

 

Link depicting Status to Condition States;

http://nabu@misfil6.dma.vanguardms.com/Condition_States.htm

 

 

Submitted.  (CONDITION STATE IS CR OPEN)

New escalation just opened (confirmed) and has not been worked yet.

Queued for review.

In queue to be worked.

Waiting for Information

(see the escalating 101 doc if you have questions on this one)

Accepted/Investigating

You have reviewed the problem, all required info has been supplied and you are working.

Queued for Duplication

You need to duplicate this in the lab, but cannot start it at this time.

Trying to Duplicate.

You are actively trying to duplicate this in the lab.

Reproduced/Duplicated

You have duplicated the problem and may be testing a work around,  testing newer releases, writing up the duplication instructions etc….

Queued for Engineering

Escalated to Engineering and in the Engineering Queue to be worked.

Engineer working

Engineer is assigned and working

Eng/Debug Code Delivered

Engineering has provided a debug or Eng image for testing or problem analysis.

Eng/Debug Installed and monitoring

The customer has installed this code.

 

Problem Found  (CONDITION STATE IS NOW CR FIXED)

Engineering has determined root cause

Fix determined

Engineering knows how to fix this.

Patch Generated

Engineering has posted the patch.

Patch Delivered

Patch has been sent to the account team/customer.

Waiting for Customer to install.

Waiting for Customer to install the patch

Monitoring

Patch OR CONFIG CHANGE has been sent to the customer to test.

 

Customer confirmed OK and Escalation closed. (CONDITION STATE IS NOW CR CLOSED)

The is closes the CR to customer service.

Verified in Official Release

Engineering has put this fix in the next major release.

Closed completely

Engineering has closed this as being tested and fixed in the major release.

 

 

Now if  the problem is going to be fixed in the next major release, normally from “Fix Determined” then next status would be;

 

Verified, Waiting Next Release (CONDITION STATE IS CR FIXED)

Engineering has coded the fix and it is scheduled for the next release.

Confirmed, Waiting Next Release

Engineering has tested that this is fixed in the next major release

Software Release Delivered

The major release is now shipping.

Customer confirmed OK and Escalation closed. (CONDITION STATE IS NOW CR CLOSED)

 

 

 

 

For reference…

Common DDTS States:

 

 

New: Just arrived, not assigned, may be waiting for the files to be sent up.

 

Assigned: It has been assigned to a manger or engineer but not yet being worked

 

Open: It has been assigned to an engineer and it is being worked.

 

Postponed: This implies it is waiting for information or an update from the GNE, the account team or the customer. See the last status update or see if a patch has been made available.

 

Rejected: This  means that it has been closed without the need of a new software fix. It could have been a hardware issue, resolved by a previous released patch. It can also be closed this way if needed files or information were never provided.

 

Resolved: This implies that an Engineer has a fix and will be generating a patch or a Patch has been posted.  It is not related to the actual state of the customer. The bug/escalation needs to be put in this state to get a patch generated. It may stay in this state until the next service pack or release is available.

 

Verified: The fix is in the target release.

 

Closed: The fix is in and the target release is available.

 

 


Thanks to Dave Cole


Last Updated on 3-March-2003
By Wayne Dixon
Email: Wayne Dixon@VanguardMS.com