Discovering what you have is key to effective Configuration Management. Michel Delran

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1 Discovering what you have is key to effective Configuration Michel Delran Michel Delran April 2007

2 Agenda Configuration Definition Things to consider Objectives of the Virtual CMDB ITIL3 The need for a CMDB Data Model s, Attributes and Lifecycles Interfaces and tools Give life to the Virtual CMDB Wrap up 2 Fox IT 2007

3 Configuration Definition? REPORTIG Procurement Asset Register Server xyz23 CPU 4GHz Mem 2 Gb Disc 60 Gb Disc2 80 Gb LA card IP Address Host name MAC Address Firmware xyz Win2003 Adv pack Appl Appl 2 Cables Configuration etwork Cabinet Business Application Environment Logical Physical IT DR Software Build Software Asset Server xyz23 Price Depreciation Vendor Supplier User Organization Warranty Location code Budget Project ref Overhead cost Decommission Disposal Knowledge 3 Fox IT 2007

4 Things to consider Reconciliation Federation Mapping and Visualization Synchronisation Tools selection criteria Technology Cost, Licensing Security Accuracy Change Strategy 4 Fox IT 2007

5 Tools are great but Reconciliation is vital etwork etwork Discovery Discovery Routers Routers Data Data Centre Centre Cabinets Cabinets End End Users Users Equipments Equipments Peripherals Peripherals Logical Logical Elements Elements Applications Applications CMDB C R A P 5 Fox IT 2007

6 ITIL 3 - Lifecycle Processes Lifecycle Processes Lifecycle Governance Processes Operational Lifecycle Processes Strategy Processes IT Financial Continual Improvement Processes Design Processes Transition Processes Operation Processes Demand Portfolio Strategy Generation Seven Step Improvement Process Level ( Catalogue Level Availability Capacity Continuity Information Security Supplier Change Asset and Configuration Knowledge Transition Planning Release and Deployment Evaluation and Early Life Support Event Incident Request Fulfilment Problem Access Common Operation Activities 6 Fox IT 2007

7 Who uses Configuration and why? Strategy Operations Support Others Demand Strategy Generation Incident Problem Request Fulfilment Procurement Portfolio IT Financial Delivery Delivery Assurance Assurance Soft. Asset & Configuration Common Ops Event Access Asset Development Catalogue Level IT Continuity Change Knowledge Release & Deployment Underpinnning Underpinnning Supplier Availability Capacity Security Transition Planning Evaluation & Early life Sup Design Design Transition Transition 7 Fox IT 2007

8 Who uses Configuration and why? Strategy Operations Support Others Demand Strategy Generation Incident Problem Request Fulfilment Procurement Portfolio IT Financial Delivery Delivery Assurance Assurance Soft. Asset & Configuration Common Ops Event Access Asset Development Catalogue Level IT Continuity Change Knowledge Release & Deployment Underpinnning Underpinnning Supplier Availability Capacity Security Transition Planning Evaluation & Early life Sup Design Design Transition Transition 8 Fox IT 2007

9 Discovery tools and Trusted CMDB The CMDB stores: s + Relationships Build a model and communicate Discovery tools help CMDB automation Standard interfaces may not be fit for purpose Data ownership is key for CMDB accuracy Only store the information you can control Enable all other ITIL processes to access the data they require Don t compromise! 9 Fox IT 2007

10 Building the Data Model Use a proven methodology (Fox PRISM) Get help and advices Construct the PURE DATA MODEL Design the ETITY RELATIOSHIP DIAGRAM Opt for a Top Down or Bottom Up approach Do not consider any products at this stage! Define the attributes List of mandatory attributes only Plan for links to external data source wherever possible Define the lifecycles What process will be used for each status 0 Fox IT 2007

11 Use the best tool, ever! Fox IT 2007

12 Unique # on Unique on Unique max install Other Items # 8 = number of parents = infinite links to parents Overall Relationships for s PARET App Servc : Rel : App Con Envir Log Con : Rel : Phys Con : Rel : PARET PARET Log sys PARET Hardware Cluster # # PARET # : Rel : : Rel : Build : Rel : SW Fox IT 2007

13 # Unique on Unique on Unique max install HARDWARE (roaming) Optional Mandatory Other Items Workgroup Mainten Contracts PARET PARET PARET Log sys PARET Hardware roaming PARET Owner Org # # PARET PARET PARET Hardware Components Person (user) Level Supplier Org Brand Brand is copied into the Owner org 3 Fox IT 2007

14 Total Life Cycle 4 2 Process Approvals Requests 3 Desk Acquisition 5 Providers 6 Installation 7 Statuses Ordered Received Staged Installed In production MAC Decommissioned Awaiting Disposal Disposed GL/AP 0 Disposition 9 Contract & Option HR Moves Adds and Changes 8 Employee/Location/ Cost Center Data Missing Stolen Returned to vendor In Store Faulty 4 Fox IT 2007

15 Attributes and Life Cycle ot all attributes are available or relevant at each stage of the life cycle. Attributes Mastered Owned by On Order DeliveredIn Build ProductioDecomissWait for d Disposed Hardware Server Search Code CMDB Manual Hardware Server Asset Tag Aperture Supplier CMDB Hardware Server Serial o Aperture Supplier CMDB Hardware Server Category Aperture Aperture Hardware Server Status CMDB CMDB CMDB CMDB Hardware Server Purchase Order SAP SAP Hardware Server SAP Asset umber SAP SAP Hardware Server Manufacturer Aperture SAP CMDB Hardware Server Model Aperture SAP CMDBDB Hardware Server Grid ref Aperture CMDB Hardware Server Installation date Aperture CMDB Hardware Server Disposed Date Aperture CMDB Hardware Server Workgroup Conf Mgt CMDB CMDB Hardware Server Related Build Altiris Altiris Hardware Server Related Location Aperture Aperture Hardware Server Child Hardware Component Altiris Altiris Hardware Server Related Hardware Component Altiris Altiris Hardware Server Owner Organisation Aperture Aperture Links to other entity Occurrence confirmed Entity Custom Fields Should not change Entity Standard Fields May change (need Change management) Vary with out Change 5 Fox IT 2007

16 What is the Virtual CMDB? Servers Insight Mgr Desktops etwork Cisco Works Storage SA Database Manual Procure ment SAP-AM SMS SMS HP OV M Backup VIRTUAL CMDB Confidence Reconciliation Level = Worst Reporting quality on of Data data Quality source Confidence Level = Best quality of data source CMDB 6 Fox IT 2007

17 Fox IT CMDB Connector synoptic Tool Reconciliation and quality reports Tool 2 CSV CSV CMDB CMDB COECTOR import export sqlnet ITSM Tool CMDB Tool CSV java Connector DB 7 Fox IT 2007

18 CMDB Enabler the facts on proprietary technology Proven methodology: FoxPRISM Adaptable to many ITSM applications Adaptable to any data sources Integrate virtual components Integrate a pure data model (allow not to be constrained by product) Flexibility to manage data quality issues while providing the means for quality improvements Ownership and support can be transferred to the customer o license to purchase 8 Fox IT 2007

19 SEE YOU O STAD 350! Michel Delran Principal System Consultant Fox IT Michel.delran@foxit.net 9 Fox IT 2007

20 Steps to define a data source: Manual Automatic discovery Configuration and setup efforts How do you manage changes How do you manage obsolete information Can you manage the virtual components Is there an owner for the virtual components Can you access the complete information on a given? URL Security Limit the number of attributes to what is absolutely necessary and the one which need a quick access for the Desk for example. Identify which reports or flashboards are needed from within the CMDB tool for quick analysis. More complex analysis may be addressed by specialized reporting tools. For example, if you have Business Objects, the Universe may take in account the complete Virtual CMDB. 20 Fox IT 2007

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