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© 2008

ITIL

ITIL

®

®

Configuration Management

Configuration Management

--

Ten steps to build a Configuration Management

Ten steps to build a Configuration Management

System

System

Christian F. Nissen, CFN

Christian F. Nissen, CFN PeoplePeopleA/SA/S

© 2008 of CFN People a/s unless otherwise stated

ITIL® is a Registered Trade Mark of the Office of Government Commerce in the United Kingdom and other countries

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Agenda

Why is Service Asset and Configuration

Management important for IT Service Management? What is a Configuration Management System?

10 steps to build a Configuration Management System

© 2008

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Why Configuration Management?

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Why Configuration Management?

It enables “service views” It reduces costs

It accelerates the outcome of the other IT Service

Management processes

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© 2008

Value added by Configuration Management

Release Call Incident Service Request Problem Major Incident Continuity Management Handle requests Known Error Request for Change Major Problem Configuration Items Restore service Identify root cause Provide solution Implement resolution

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7

Agenda

Why is Service Asset and Configuration Management

important for IT Service Management?

What is a Configuration Management System? 10 steps to build a Configuration Management System

© 2008

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Configuration Management objectives

Account for, manage and

protect the integrity of Service Assets / Configuration Items

Support efficient and

effective Service Management processes by providing accurate configuration information to enable people to make decisions at the right time

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Service Assets

Service

© 2008

Capabilities Resources

Integration Data Infrastructure People Capital Systems

Supporting Services

Processes Organization

Roles

Functions

Forums Knowledge

Controls

Activities

Policies Skills

Legal Entities

Applications

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Services and Service Assets – like Chinese boxes

Business Service

Business Service Assets IT Service

IT Service Assets Supporting Service

Supporting Service Assets

Capabilities Resources Management Financial Capital Organization Infrastructure

Processes Applications

Knowledge Information

People People

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Configuration Management System

Configuration Item (CI)

Can be identified uniquely Is subject to independent change Can be managed

Belongs to a CI Category Type Has relationships (unlike Asset Mgt) Has descriptive attributes

Has a particular status

E.g.: ordered, testing, or live

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Configuration Management System

CMDB Contents

CI name

CI category and type

Asset information, license, location, etc. etc. Supplier information

Ownership Status and history

Relationships (physical, logical, business,

organizational, etc.)

Related Changes, Incidents, Problems,

Releases etc.

. . .

Attributes

Relations

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Configuration Management System

CI scope CI level

CI name CI type CI attributes

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Configuration Management System

Logical Configuration Model Services

E-banking E-sales

User Experience Application Application User Experience Availability SLA Business Logic Business Logic SLA Availability

Application Infrastructure

Application Infrastructure

Data Centre Network Messaging

Data Services Web Services Web Services Data Services Messaging

Network Topology

Name Service Authorization

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How do we manage configuration data?

Information Integration Layer

Configuration Management System (CMS) Presentation Layer (views)

(Search, Browse, Store, Retrieve, Update, Publish, Subscribe, Collaborate)

Knowledge Processing Layer

(Query & Analysis, Reporting, Performance Management, Modeling, Monitoring)

Integrated Asset and Configuration Management

Data and Information Sources

Change Data Documents

CMDB 1 CMDB 2

DML A DML B

CMDB: Configuration Management Data Base DML: Definitive Media Library Discovery data

Release data

© 2008. Based on OGC ITIL® material. Reproduced under licence from OGC

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Agenda

Why is Service Asset and Configuration Management

important for IT Service Management?

What is a Configuration Management System? 10 steps to build a Configuration Management

System

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How do you build a CMS?

CMS

Service Management

tool

Reports

Mapping

Sources MS

SMS

Cisco Works

HP NNM

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© 2008

How do you build a CMS?

1. Analyze stakeholder needs 2. Analyze sources

3. Decide CI-scope, level and naming conventions 4. Decide your strategy for implementation

5. Design data model and customize SM tools 6. Design and build mapping interfaces 7. Implement or enforce change management 8. Feed the CMS (automatically and manually) 9. Build relations

10.Automate verification and updating

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How do you build a CMS?

1. Analyze stakeholder needs

Customers Users Other ITIL

processes

Other IT

processes

. . .

Inform Ignore

Involve Satisfy

Interest

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© 2008

How do you build a CMS?

2. Analyze sources

Scanning tools (SMS, HP Open View, IBM Tivoli, TNG,

BMC, . . .)

Other tools (Active Directory, Cisco Works, Wyse, HP

Inside Manager, Service Management tools, Compuware, Mercury, . . .)

Other data bases (CVS, Endevor, SAS capacity db’s. . .) Business Applications (SAP, Oracle, People Soft, Siebel,

Navision, legacy systems, . . .)

Other sources (Locations tables, bar coding systems, . . .)

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Input:

Stakeholder needs Possible sources

Output:

CI-scope (CI types) CI level (CI subtypes)

Naming conventions (at CI type level)

© 2008

How do you build a CMS?

3. Decide CI-scope and level and naming conventions

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How do you build a CMS?

4. Decide your strategy

1. Start implementing simple asset management Add physical and logical relations

Add organizational relations Add business relations

2. Implement CI-type by CI-type and add relations to the new types

3. Implement one business service or application at a time – starting with the most critical

4. . . .

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23 © 2008

How do you build a CMS?

5. Design data model and customize tools

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How do you build a CMS?

5. Design data model and customize tools

. . .

Man. with RfC do.

do. Automatic Man. with RfC Automatic . . .

Man. with RfC NNM

SAP SAP SMS NNM SMS . . . SMS . . . Hostname (K/M)

Supplier (M) Model (M) Serial number (M) MAC Address (M) RAM (O) . . .

Related software (M) . . .

MS Server (Hardware / Servers)

Update (Automatic / Manually with change / Manually without change) Source

Attributes

(Key / Mandatory / Optional) CI-type

(Category / Subcategory)

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How do you build a CMS?

6. Design and build mapping interfaces

Map fields from data sources with CMS model One or more physical databases (CMDBs)? Customize interfaces / build views

Program interfaces where necessary

7. Implement or enforce Change Management

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© 2008

How do you build a CMS?

8. Feed the CMS

Test interfaces

Feed in data through interfaces Enter manual data

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How do you build a CMS?

9. Build relations

Build relations automatically in the mapping

interfaces where possible

Make automatic relations in the CMS based on

CI-type and selection criteria (inheriting)

Some relations need to be maintained manually!!

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© 2008

How do you build a CMDB?

10. Implement updating mechanisms

Change Management Automatic updates

Automatic verification and mechanisms for

elimination of gaps

Incident Management verification

Scan

Compare with

CMDB Differences

Update automatically?

Update CMDB

Difference report Update

CMDB

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Christian F. Nissen

cfn@cfnpeople.com

+45 40 19 41 45 www.cfnpeople.com

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