The open source solution for IT Asset Management: CMDB, workflow, interoperability

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1 1 The open source solution for IT Asset Management: CMDB, workflow, interoperability Tecnoteca Srl

2 The CMDBuild project CMDBuild was born in 2005, initially as a project for the Municipality of Udine CMDBuild was projected and developed by Tecnoteca Srl, that is now the official maintainer and owns its registered trademark CMDBuild is managed by a team of ten people and its "core" code includes twenty man-years of work CMDBuild is used by a lot of important public and private institutions, both in Italy and abroad 2

3 3 What is CMDBuild CMDBuild answers questions about asset configurations, relations and history Who uses an asset? where? what is it like? who is responsible? how does it impact on other assets? what has happened in its life-cycle? CMDBuild monitors the workflows Who is responsible for a user request? who authorized it? are SLA met? which change operations have to be performed? which activities can be scheduled and automated? CMDBuild manages the information interchange with other systems Are there any changes to the employees' data? does asset information coincide with those data derived by the inventory tools? which applications have to be warned when a ticket is opened?

4 License and support services 4 CMDBuild is released under AGPL open source license (Affero GPL): anyone has the possibility to freely download, install and use it Tecnoteca supplies certified support services on CMDBuild with the assistance of skilled technicians, who work remotely or at the Customer's offices

5 Who needs CMDBuild 5 CMDBuild is useful for anyone who has to keep efficient complex IT infrastructures which include a large number of hardware, software and services: Central and local Public Administrations Banks and Insurance companies Hospitals and public and private healthcare systems Universities and research centers Services companies Industrial companies

6 Its popularity About 30,000 downloads / year (certified through the site SourceForge) Localized in 12 languages: Italian, English, German, Spanish, French, Dutch, Russian, Serbian, Japanese, Brazilian Portuguese, Vietnamese 6

7 The ERP of the Information Systems 7

8 IT Governance, Services and Architectures 8 Some concepts: The IT Governance is an element of the company governance and consists of organisational structures, processes and procedures that supply IT services through IT architectures An IT service is a set of functions supplied through IT systems to one or more sectors of the company (the main thing is the tools, not the technology) An architecture is the foundamental organisation of a system, defined by its components, by the relations among them and with the environment, by its rules

9 IT Governance 9 The management of IT services is particularly complex

10 IT Governance 10 The components of IT architectures are a lot and increasingly interconnected

11 Configurability 11 Philosophy adopted by CMDBuild to manage complex situations in a custom way: 360 degree configurable

12 Configurability: advantages 12 Advantages of the configurability system: through a custom analysis, it can adapt to your organisation and work procedures (as ITIL suggests: Adopt and Adapt ) possibility of a gradual activation of the system, reducing the organisational impact easy response to organisational and technologic changes more independence for users same core code (managed per product ) but completely custom instances

13 CMDB design and management 13

14 CMDB design and management... you draw the formal model with an Entity Relationship editor you configure it in CMDBuild with the Administration Module...

15 15 CMDB design and management complete list of correlations configurable widgets relations graph history : complete data versioning multipage cards attachments are managed in Alfresco and a custom CMDBuild instance is automatically ready to manage your own entities, with different menu and permissions for each user group

16 CMDB design and management - In-depth analysis 16 Hardware and software CI modeling Desktops, Monitors, Printers, Servers, Storages, Network equipments, Racks, UPS, Commercial software, Enterprise applications, etc

17 CMDB design and management - In-depth analysis 17 Modeling of virtualization environments Hardware Server, Blade, virtual Host / Server, Cluster, System Controller, SAN, LUN, etc

18 CMDB design and management - In-depth analysis 18 Modeling of hosts / applications / services impacts Host, Application, Scheduler, Batch, Data flow, Webservice, File, Database, DB connection, Service, SLA, KPI, etc

19 CMDB design and management - In-depth analysis 19 Modeling of purchase / warehouse management Supplier, Supplier's staff, Purchase Order, Invoice, Delivery Note, Goods entrance, Inspection, Warehouse, etc

20 20 Workflows design and management garbage in, garbage out George Fuechsel, programmatore IBM della prima ora

21 Workflows design and management the conceptual model... the data structure and the... the flow and the forms structure are designed with TWE and the XPDL of each workflow groups partecipating to the is analysed... workflow are defined in CMDBuild... file is uploaded into CMDBuild...

22 22 Workflows design and management Group of users enabled to carry out the current activity to do list configurable widgets history : previous steps of the workflow contextual help execution from the Liferay portal attachments are managed in Alfresco and the user interface is automatically ready to start and advance your own workflows (ITIL workflows, other operational and / or authorization workflows, guided wizards, etc)

23 Workflows management - In-depth analysis 23 Example of Incident Management workflow:

24 24 Design and print of reports and dashboards garbage in, garbage out George Fuechsel, programmatore IBM della prima ora

25 Design and print of reports the layout is defined 25 the analysed layout and logic are configured with IReport, the XML file is uploaded into CMDBuild and you get PDF, CSV, etc prints

26 Design and print of reports - In-depth analysis Istanza demo 26 Istanza demo Example of reports with tabular and statistical data:

27 27 Design of dashboards SQL the functions for data extraction are defined - in the required format - in the PostgreSQL database... graphs of each dashboard are configured by combining them with the PostgreSQL functions...

28 28 Design of dashboards parametric value it opens the list of the values below and dashboards are available in the CMDBuild application with the possibility to consult and change the defined parameters

29 29 Interoperability solutions garbage in, garbage out George Fuechsel, programmatore IBM della prima ora

30 Interoperability solutions interoperability logics are defined 30 connectors (Basic Connector, Advanced Connector, Wizard Connector) are configured by defining roles and modalities

31 Interoperability solutions - In-depth analysis 31 Example of connector with an Automatic Inventory tool:

32 Interoperability solutions - In-depth analysis 32 Example of connector with a monitoring tool:

33 Interoperability solutions - In-depth analysis 33 Example of connector with VCenter:

34 34 Georeference ways garbage in, garbage out George Fuechsel, programmatore IBM della prima ora

35 35 Georeferences Objective: allow each user to georeference their assets with custom criteria according to their management needs

36 Georeferences - In-depth analysis 36 Asset georeferences on the territory

37 Georeferences - In-depth analysis 37 Asset georeferences onto buildings plans:

38 Georeferences - In-depth analysis 38 Assets georeferences onto 3D models (IFC standard):

39 Technologies 39

40 Technical features Architecture 40 CMDBuild is an enterprise system based on open standards: Service Oriented Architecture (SOA), organized in components and services that cooperate with external applications through webservices Ajax user interface (Ext JS libraries) that grants an intuitive use of the application, an ergonomic interaction, fast response from the system server components developed in the Java Enterprise Environment, which is solid, scalable, widely used for the development of web enterprise applications PostgreSQL database: the most advanced, solid, safe and complete open source database

41 Technical features Components 41 All the main CMDBuild components are open source

42 Avvocatura dello Stato (Government Legal Service) case study 42

43 Case study: Avvocatura dello Stato 43 Branch: Central Public Administration Solution: CMDB activation using CMDBuild configuration of ITIL compliant service desk workflows data synchronization from the discovery tool OCS Inventory Results: IT organization improvement (orientation to the service, better definition of tasks, use of tools, more efficient team work) Greateer users confidence in the Service Desk automation of service requests in two other non-it offices

44 Case study: Avvocatura dello Stato 44 Organization of the Customer: headquarters in Rome 25 branches 450 Lawyers (150 in Rome) 1,000 Office Workers (350 in Rome) IT asset in the Rome office: 530 clients, 50 servers service desk in the Rome office: 9,000 annual requests IT operators in the Rome office: 12 ITIL path started in 2007

45 45 Case study: Avvocatura dello Stato Activation timing CMDBuild choise ITIL training CMDB modeling Workflows analysis and development Reports analysis and development OCS Inventory connector activation Start in production environment 14 febbraio Following development phases: First semester 2009: update to CMDBuild 1.0, extension to two non-it Offices Second semester 2009: revision / development of new workflows, integration with self service forms First semester 2013: IT asset georeference onto building maps

46 46 Case study: Avvocatura dello Stato Asset management Purchase and disposal IT equipment Incident Management and Request Fulfillment workflow Configuration Management PC Automatic Inventory and employees data sync Operational procedures Personnel, client workstations, servers, network devices, etc

47 Case study: Avvocatura dello Stato 47 Service Desk and related workflows

48 48 Case study: Avvocatura dello Stato External assistance requests Webservice Avvocatura's Management Software Avvocatura's CMDBuild Avvocatura's Portal Webservice It solves legal personnel's requests looking for legal files in the archives and in the Courthouse

49 University of Bologna case study 49

50 Case study: University of Bologna 50 Branch: University and research Solution: CMDB activation using CMDBuild rather than BMC Remedy, as before configuration of all the Service Desk workflows data synchronisation from Archi editor (standard TOGAF) connector with Students and Personnel Register Results: improvement of IT organisation high personnel's independence in using CMDBuild and configuring new elements contribution to the community of the Archi - CMDBuild connector

51 Case study: University of Bologna 51 Organisation of the Customer: 430 buildings with 29,215 rooms in the Region Emilia Romagna 2,847 Professors and reseachers 3,095 Administrative and technical staff 86,014 Students enrolled on different courses of study 111 people related to CESIA (management of University IT services), of which 12 at the Helpdesk 424 server assets 8,108 client assets

52 52 Case study: University of Bologna Activation timing Software selection The University of Bologna choose CMDBuild Analysis meetings, requirements documents System configuration, workflows development Start in production environment 24 giugno At 9:00: switching off of the previous system (BMC Remedy) and data migration (open / close workflows) Ore 14.00: start in production environment and activation of the maintenance service Following development phases: 2014: extension to other offices, workflow optimization, self service forms

53 Case study: University of Bologna 53 CI hierarchy derived from TOGAF IT architecture modeled with Archi and synchronized in CMDBuild through the plugin they developed

54 Case study: University of Bologna 54 ITIL compliant Service Desk workflows Incident Management, Request Fulfillment, Problem Management, Change Management

55 Case study: University of Bologna 55 Georeferencing 430 buildings, 944 floors, 29,215 rooms, 850 maps

56 56 Thank you for your attention Tecnoteca Srl

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