Integrating CA Software Change Management with CA Service Desk Manager for Enterprise Change Control Keith Allen Principal Consultant CA EMEA Team Lead ALM - SCM Activities
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Session Objective - 1 In this session you will learn about the opportunities and benefits of integrating: > CA Service Desk Manager (including CA CMDB) with > CA Software Change Manager and > CA Endevor for an integrated software change management process that is integrated with your operational changes for a complete enterprise change management solution. 4 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
Session Objective - 2 The second session then looks at taking the finalised objects as developed and moved through the life cycle into a production environment through software distribution. The final stage looks at both the mainframe and Distributed deployment areas. The final link is then the update back to either the PPM project and the associated Change record. 5 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
Agenda > The integrated CA change management linked suite > Where does one start the process from? The SDM flow path The PPM flow path The Software Change Management flow path > Summary and the next steps. 6 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
The Integrated CA Change Management Linked Suite > Integrates and unifies processes > Addresses both software and operational changes > Eliminates data entry errors > Provides status and resource visibility > Tracks costs of change > Applies best practice project management Incident, Problem, Change, CMDB Management Project portfolio management (PPM) Demand, Financial, Resource Rele ase Enterprise Software Change Management
The Integrated CA Change Management Linked Suite > CA Service Desk Manager r12.1 What it is CA Service Desk Manager is the industry s most complete ITIL service desk product, integrating: Incident, Problem, Change, CMDB, Application Dependency Mapping, Knowledge and Support Automation into a single product to deliver fast time to value with low total cost of ownership. 8 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
The Integrated CA Change Management Linked Suite Self Service Support Automation Incidents The CA Service Desk Manager Solution Knowledge Incident Problem Analytics (BOXI) Change Application Dependency Mapping (CA Cohesion) CA CMDB Mainframe Infrastructure Management
The Integrated CA Change Management Linked Suite SDM Reporting - CA Business Intelligence > Full version of Business Objects XI Premium with Web Intelligence Delivered out-of-the-box at no additional cost Over 130 pre-designed reports > Provides simple drag-and-drop adhoc reporting > Utilise system security > Reports library for each Role > Linked to CA Software Change Manager and Endevor 10
The Integrated CA Change Management Linked Suite CA CMDB Native Content & Federation CI Family CI Attributes CI Relationship CA CMDB MDRs CMDBf API Catalyst Federation Adapters Mainframe 3 rd Party MDR CA NSM MS SCCM Spectrum SAM CA Wily APM Spectrum IM Spectrum DCA Service Catalog CA ITCM (UAM) CA Cohesion CA
The Integrated CA Change Management Linked Suite CA s SCM Aids Configuration Management Process Management Change Mgmt. Version Mgmt. Appl Mgmt. Build Mgmt. Release Mgmt. Process Mgmt. ITIL CMMI Compliance 12 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
The Integrated CA Change Management Linked Suite > CA Software Change Manager r12.1 and CA Endevor r12 provide the bases covering: Process Driven Flexible Life Cycle, Custom Forms, Notification Source Code Management Approvals, Open API with extendable process Versioning, Code Merging, etc. Feature Rich Interfaces Web, IDE Integration, Command Line, etc. Metrics & Analysis 13 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA Rich Reporting on Who, What, When
The Integrated CA Change Management Linked Suite > Comprehensive SCM functionality: Central Secure Repository Application Change Management Version Control Full Audit & Traceability Concurrent/parallel development support Build & Release Management Forms Management Web & Windows GUI Scalable Architecture 14 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
The Complexity of Managing Change Business Analysts Requirements RFC Business Operations Business Users Incidents / Bugs Requests Demand Mgmt Requirement Changes Strategic Change Initiatives CA Clarity Portfolio Management Project Management CA Service Desk Manager Incident Mgt Problem Mgt RFC s Change Projects Service Desk Interna l RFC s Pre-approved changes CA Service Catalog Provisioning Request Mgt CA Software Change Manager RFC s Release Management Source code Change & Versioning / Release configurationworkflow Mgt Software Packaging Application Development Application Release Patch Management HW/SW Deployment CA ITCM and CA ITAM Change Management Managing change Review change impact Approvals Automated provisioning Infrastructure Mgt & Operations Apply Changes CA CMDB Configuration Management CMDB Identify change impact and unauthorised config. changes Inventory Discovery Dependency Mapping CA Cohesion 15 October 9, 2009 CA Software Change Manager - Copyright 2008 CA
The Integrated CA Change Management Linked Suite Business Requests a Change Integrated Process is Everything Change Advisory Board (CAB) Approves Changes Developer Makes Change QA Tests Change Change or Release Management Releases Changes In Reality Each Team has its own set of processes and needs, and what is needed is Role Focused Integrated User Interfaces into a Unified set of Process. 16 October 9, 2009 CA Software Change Manager - Copyright 2008 CA
Agenda > The integrated CA change management linked suite > Where does one start the process from? The SDM flow path The PPM flow path The Software Change Management flow path > Summary and the next steps. 17 October 9, 2009 [Enter presentation title in footer] Copyright 2009 CA
Process walkthrough > Walk through the Life Cycle for closed loop Application Change and Configuration Management from inception to final deployment. Products involved: > Benefits CA Service Desk Manager, CA Software Change Manager (CA SCM), IT Client Manager (ITCM), CA Cohesion/CA CMDB, OpenMake Meister, CA SOA IB. Accelerate the Release Management process by providing seamless integration between all products within the solution. Increase visibility and improve audit capabilities > Capability Highlight Integration between CA Service Desk Manager and SCM using web and IDE services. Integration between SCM and ITCM for Release/Deployment Management. 18
Process walkthrough > Change Request creation in Service Desk (RFC) Follow the RFC into CA SCM in Development In Development we will make the required code changes called out in the RFC. > Deployment of the SCM Packages Verify that the packaged components in CA SCM have been deployed successfully via IT Client Manager 19
Process walkthrough Creating RFC in Service Desk Data fields transferred 20
Process walkthrough Workflow associated with the ECM Change Category 21
Process walkthrough 22
Process walkthrough Successful Initiate of sequence 100 23
Process walkthrough Showing the link through the SOA-IB 24
Process walkthrough Activity log output showing SCM package creation 25
Process walkthrough Package successfully created in CA SCM Note the data migrated from Service Desk to CA SCM in the form 26
Process walkthrough Clarity Project updated with RFC and link to SCM 27
Process walkthrough Clarity Project updated with RFC and link to SCM 28
Process walkthrough Managing the SCM changes Endevor Package View 29
Process walkthrough Managing the SCM changes Common IDE (Eclipse) 30
Process walkthrough CA Endevor package (+EP) updated with RFC 31
Process walkthrough Feedback to Service Desk that Change Order has been promoted 32
Process walkthrough Clarity Project updated with RFC and link to SCM 33
Summary > Manage, prioritise, and allocate resources for both planned and unplanned changes Proactive vs. reactive project, and portfolio management Formalise and track ad-hoc, unplanned changes > Reduce project failures due to cost and resource re-alignment for "emergencies" > Measure and minimise cost and risk associated with unplanned changed > More effective delivery estimation and better on-time delivery record Research shows that the costs associated with unplanned changes outpace planned changes by 4:1. 34 October 9, 2009 Copyright 2009 CA
Summary Successful Field Integrations Validate the Solution > ING Bank Clarity customer adds Service Desk and CA SCM > C & S Wholesale Grocers Centrally control and coordinate change to improve service levels Clarity + Service Desk + CA SCM > Wachovia Bank Automate and integrate processes across the application lifecycle Clarity + CA SCM > Commonwealth of Massachusetts A single point of entry for customers to request and monitor all of the support, services, and products provided by IT Clarity + Service Desk > Virginia Farm Bureau Replaced Microsoft Project, SMS, Visual Source Safe Clarity + Service Desk + CA SCM 35 October 9, 2009 Enterprise Wide IT Process Management Copyright 2007 CA