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ServiceManagementandITIL VG

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    FinancialManagement

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    Budgeting and Accounting - Objectives

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    Budgeting

    Predict and control the money required to run IT services

    Day-to-day monitoring of current budgets

    Compare actual spend against predicted

    Accounting

    Account for the money spent on IT services

    Calculate the cost of IT services

    Help identify and justify the cost of changes

    Budgeting and Accounting are mandatory

    Typical input cost types / elements

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    Hardware (LAN, processor, PC)

    Accommodation (office, utilities)

    Software (O/S, applications, tools)

    People (salaries, benefits, consultancy)

    External Services (disaster recovery, outsourcing)

    Transfer (internal charges from other areas)

    Different Types of Costs

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    Or

    Operational

    Day-to-day costs of running a

    service; staff, electricity,

    maintenance, consumables

    Indirect

    Costs which must be

    apportioned across all or a

    number of Customer groups

    VariableCosts that vary with usage or

    time (overtime, electricity etc.)

    Either

    Capital

    Outright purchase of fixed

    assets e.g. new server

    Direct

    Costs which can be directlyallocated to a single Customer

    or Customer group

    Fixed

    Costs fixed for a reasonable

    period of time (salaries,

    depreciation, standing charges)

    Output Cost Units

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    Cost per Customer / business unit Service Department Location Employee e.g. for desktop and network access

    Charging Objectives

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    Recover from customers the costs of the IT

    services provided Ensure that customers are aware of the costs

    they impose on IT Operate the IT service as a business unit

    Charging is operational

    The organisations finance experts will be involved in chargingas this is part of the overall accounting strategy

    Charging & Pricing Options

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    Charging needs to be seen as simple,

    understandable, fair and realistic.

    Charging options include :

    Cost -------------> Price = cost

    Cost plus --------> Price = cost + X % Going rate

    Comparable with other internal costs or with similarorganisations

    Market rate Matches external suppliers

    Fixed price

    Set price agreed for set period based on anticipated usage

    Possible Problems

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    Skill levels of IT financial management staff,especially finding professional with accountingand IT experience.

    Political aspects of cost allocation. Monitoring can be expensive Difficult to identify and determine customer

    based charges. Integration across functions and tools is essential

    for real leverage. Lack of clear IS strategy and objectives.

    Benefits

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    Costing helps the IT Services Manager to

    Base decisions about the services to be provided on assessments of

    cost effectiveness, service by service

    Make more business-like decisions about IT services and their related

    investments

    Provide information to justify IT expenditure Plan and budget with confidence

    Understand the costs of failing to take advantage of strategic

    opportunities to justify the required expenditure (thereby providing

    value-added productivity)

    Help the users understand the costs associated with the services that

    they utilise.

    Financial Management - Summary

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    Budgeting Predict, understand and control the budgets and the

    spend

    Accounting Calculate the cost of IT services

    Help identify and justify the cost of changes e.g. ROI

    Input cost units and Input cost types (F/V, D/I, C/O) Output business cost units

    Need for good estimates of business workloads.

    Financial Management - Summary

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    Charging (but not policy) Determine charges in SLAs (cost recovery, cost +,

    market rate, etc)

    Influence customer behaviour Charging does not affect costs directly but is an

    expensive process

    General

    Sound stewardship Mininmise risk in decision making Basis of busines estimating, planning, budgeting /

    forecasting

    Often used in targets & measures / metrics

    Service Support

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    IT ServiceSupport

    IT ServiceDelivery

    `

    `

    IT Finance

    Capacity

    Release

    Change

    Problem

    Incident

    C o

    nf i g ur a t i on

    ServiceDesk

    IT Continuity

    Service Levels

    U s e r s

    C u s

    t o m e r s

    Availability

    IT ServiceDelivery

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    Service Desk

    Service Desk - Objectives

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    To be the primary contact point for all users :

    Calls Questions

    Service Requests

    Complaints Remarks

    To manage the incident life-cycle (co-ordinating resolution, owning incidents)

    To support business activities

    To manager Service Requests

    To provide management information

    Service Desk StructuresCustomer

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    Centralised Decentralised

    Customer3

    Customer2

    Customer1

    ServiceDesk A

    CentralisedService

    Desk

    ServiceDesk B

    What are the advantages and disadvantages of each type ofservice Desk, including the Virtual desk?

    Customer

    1

    Customer

    2

    Customer

    3

    ServiceDesk

    Ops

    Desktop Supplier

    Supplier

    Hello Can I help you ?

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    Service Desk Summary

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    Acts as the Central point of contact between the Customerand the IT service (the buffer between users and the IT Staff)

    Handles incidents, problems, requests, and questions

    Provides an interface for other activities such as Change,Configuration, Release, Service level, and Service continuityManagement.

    Central, de-centralised, virtual service desks.

    Requires staff with appropriate attributes and skills

    Provides business support

    Good communication

    Value of metrics on events / incidents / calls.

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    Incident Management

    Incident Management Objectives

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    Restore the service to users as quickly aspossible with minimum disruption to the

    business. Ensuring that the best possible levels of

    availability and service are maintained.

    Ensure best use of resources

    Maintain and apply consistent approachto incidents.

    The ITIL incident Lifecycle

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    Ownership

    Monitoring

    Tracking

    Communication

    Incident detection

    & recording

    Initial Classification & Support

    Investigation& diagnosis

    Resolution& Recovery

    Incident Closure

    Prioritization

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    Assess and codeimpact / urgency / priority

    Priority

    Impact Urgency

    Impact

    Evidence of effect uponbusiness activities

    Service Levels in danger

    Urgency

    Evidence of effect uponbusiness deadlines

    Prioritise resources

    Manpower

    MoneyTime

    Escalation and Referral

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    Service Desk

    Inform / Support(escalation)

    Knowledge (functional referral)

    Possible Problems

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    Too many Desks ?

    Service desk is launched too early and gets swamped Interface and information sharing

    Ineffective communications between development and service desk

    (e.g. at roll-outs)

    Tension between Service desk and other IT units

    Users try to bypass the system.

    No process for escalation

    The director as Service desk

    Concentrating on the Service Desk instead of the overall need for

    Service management.

    Benefits

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    Higher levels of IT service availability Reduction in time to respond to users and to

    resolve incidents

    Earlier & more effective identification ofproblem areas Fewer incidents and user difficulties with

    business applications

    Better utilisation & increased productivity ofskilled staff Provides comprehensive and accurate

    management information for IT and thecustomer.

    Best Practice

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    Integrate with Service Management.

    First line fixes are more efficient andquicker but beware loss of data and overreliance on quick fixes

    Place less emphasis on reducing ITs costsand more on increasing businesseffectiveness.

    Position Service desk as the primaryinterface to IT and use it to increase ITcredibility throughout lines of business.

    Incident Management Summary

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    Incident : (Expected) disruption to agreed service

    Manage the Incident life-cycle

    Restore service ASAP

    Priority determined by business impact and urgency.

    Correct assessment of priorities enables resources to be deployed

    in the best interests of the customer.

    Escalation and referral. Incident closure

    Scripts, diagnostic aids, forward schedule of change.

    Comprehensive CMDB invaluable.

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    Problem Management

    Problem Management -

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    Objectives Stabilising IT services through :

    Minimising the consequences of incidents Removal of the root causes of incidents

    Prevention of incidents and problems.

    Improving productive use of resources Improving productivity of support staff

    Definitions

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    Problem

    The unknown root cause of one or moreincidents (not necessarily solved at thetime the incident is closed).

    Known Error The successful diagnosis of the root cause

    of a problem when the configuration items(Cls) at fault are confirmed (and a

    workaround exists) often removed byimplementing a change.

    Problem Management -Activities

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    Problem identification &

    recording

    Activities

    Ownership

    Monitoring

    Tracking

    Communication

    Problem identification &

    recording

    Initial Classification

    Investigation & diagnosis

    Error identification &recording

    Review & Closure

    Error assessment & RFC

    Reactive - Proactive

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    Reactive

    Proactive

    Prevention of problems on othersystems and applications

    Monitoring of Change Management

    Initiating changes to combat:Occurrence of incidentsRepetition of incidents

    Identification of trends

    Problem identificationProblem diagnosis

    Supplying 2 nd / 3 rd line incident support

    Processing Known Errors from theD l t E i t

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    Development EnvironmentChange

    Building

    Productionknownerrors

    Dev. knownerrors

    Problem Management

    Change Management

    Service Desk &Incidents

    Investigation and diagnosis

    ReleaseLive

    Service

    Problem

    Investigation and

    diagnosisRFC

    Possible Problems

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    Wrong staff in Problem Management team. Poor understanding of the distinct objectives of

    incident and problem management.

    Resource conflicts between incident and

    problem management. Lack of discipline in support teams. Poor communications between systems

    development and error control in the liveenvironment.

    Benefits

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    Higher availability and less interruption to

    users by eliminating repeat incidents. Prevention of incidents from spreading

    across systems or even occurring at allthrough proactive analysis.

    Minimization of the consequences ofservice interruptions.

    Prevention of know errors fromelsewhere being introduced into thisenvironment.

    Problem Management - Summary Problem and Known Error definitions

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    Problem and Known Error definitions

    Objectives

    Manage the problem life cycle (other will implement solutions)

    Stabilising services through :

    Removing the root causes of incidents

    Preventing occurrence of incidents and problems

    Minimising the consequences of incidents (the quick fix)

    Improving Productive use of resources

    Activities

    Problem Control, Error Control (incl. raising RFCs), Management

    information

    Reactive to proactive (stop problems occurring / recurring)

    Priorities determined by business impact and urgency .

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    Configuration Management

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    The CMDB

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    CMDBProblems / KERs Release / Roll Out

    Change

    Incident

    Configuration Management

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    Planning

    Identification

    What is going to be controlled ?

    Control

    Are you allowed to change it and how is a change to the

    configuration controlled ?

    Status Accounting

    What has changed and why ?

    Verification / Audit

    Is it what we said we would have ?

    Configuration Identification

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    What is to be controlled (CIs) baseselection on Criticality, Risk, Interface, Security, Safety E.g.. email service, web service, server,

    application, desktop build, network What dependencies / relationships Who is responsible for each CI at which

    point in its lifecycle (budgetary, change &release authority)

    CIs Scope and DetailInfrastructure

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    StandardSoftwaree.g. COTS

    Infrastructure

    Accommodation DesktopService DesktopAssets People /Users Network

    Web Emai l

    Local Printer

    PC

    Word processor

    Office bundle

    Location

    No breakpower

    Monitor Keyboard Base Unit

    Network printer

    Scope

    DETAIL

    Variants

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    A CI that has the same basic functionality asanother CI but is slightly different in somesmall way

    Two printer models with different memory cards A standard package is customised for particular

    applications or areas of the business. Used when problems or changes affecting one are

    likely to affect the other.

    Examples of Attributes U i Id tifi

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    Warranty expiry date License

    Supply Date

    Accepted Date

    Status (current, date & who

    Status (scheduled, date & who

    Parent CI(s) Relationships

    Child CI(s) & Relationships

    Relationships

    RFC Numbers

    Problem & Incident Numbers

    Comment

    Unique Identifier CI Name / Title

    Version

    Copy or Serial Number

    Category

    Type

    Location

    Source / Supplier

    Owner Responsible

    Date owner became responsible

    Created by / date time

    Model Number (Hardware)

    Mark which ones are essential for all CI types

    Relationships

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    Logical and physical relationships E.g. between environments, software,

    hardware, products, services

    Relationships to Changes, problems, baselines, software

    builds and releases Traceability back to requirements (status

    history)

    Baselines

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    A baseline is a specific and consistent configuration of a product or system

    established at a specific pint in time.

    It captures the structure and details and is used as :

    Sound basis for future work

    Record of CIS affected and actually changed by an RFC

    A point to fall back to if (or when) things go wrong (such as the ability

    to return a service to a trusted state if a change goes wrong)

    When would you take a baseline?

    Managing Assets &

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    Configurations

    Order orplan CI

    Create /acquire

    CI

    Change CI(move, add,

    change)

    Register

    CI Register orupdate CI

    Delete /

    ArchiveCI

    records

    InstallCI

    UpdateRecordUpdateRecord

    Disposal / archive

    CI

    Life Cycle of an IT asset / configuration item

    Updating the CMDB

    An order, approved plan or RFC

    Updating CI Records

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    When new CIs and versions are registered E.g. new package and license, new contract

    Promotion to the next environment (status) E.g. ordered to delivered, delivered to accepted, development to

    test, test to live, live to archive Ownership or roles change

    Changes, builds and releases create new versions ofsoftware and documentation

    After configuration audits to correct the CM databaseand records.

    Configuration Audit

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    Audit Tools& Scripts

    App. ServerLive

    NT ServerLive

    DesktopLive

    App.Server

    As Built

    NT ServerAs Built

    DesktopAs Built

    Perform audit

    Log exceptions Notify exceptions

    Investigate exceptions

    Follow up and resolve

    Live InfrastructureAs Built Baseline Records

    Possible Problems

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    Establishing depth and breadth

    Interfaces to other systems where CI information is stored.

    Data collection and maintenance of accuracy

    Roles and responsibilities in distributed, client / server environments

    Establishing owners for CIs

    Over-ambitious schedules and scope

    Management commitment to importance of Configuration

    Management as a foundation block

    Benefits Improves asset management

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    p g

    Reduces risks from changes

    Leads to more effective user support Improves security against malicious changes

    Facilitates compliance with legal obligations

    Supports budget process

    Facilitates service level management, better planning & design Improves capability to identify, improve, inspect, deliver, operate,

    repair and upgrade

    Provides accurate information & configuration history

    Supports Continuity and Availability

    ExerciseS l i fi i h ld

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    Select some important configurations that wouldneed to be held as configuration items in yourorganization for configuration management e.g. forfinancial service, email, desktop or web service.

    Try to classify them as a CI type e.g.

    Service, System, Hardware, Bespoke Application,External software, Build, Baseline, Release,Accommodation, Facility, Data Set, People

    What documentation or attributes do you need to

    define each CI ? What lifecycle states would be appropriate ?

    Configuration Management - Summary

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    Single source and repository for information about the IT infrastructure &

    services more than an asset register (CMDB)

    Activities

    Planning and Identification (including relationships)

    Control, Status Accounting, Verification

    Management Information

    Role in assessing impact of changes

    Configuration item :

    Categories, Attributes, Relationships, Status, Unique Id, Version, Owner

    Scope and detail (value of the information and level of independent change)

    Baselines and Variants

    Supports all other processes.

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    Change Management -

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    ObjectiveTo implement approved changes

    that

    maximize business benefit

    efficiently, cost effectively and with

    new IT infrastructure and services

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    Example RFC ContentsJustification:Unique Ref :

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    Time / Implementation Target &

    DependenciesImpact Assessment

    A summary of the impact to the service,

    business and technical aspects, that

    could be affected by these changes .

    Specify resource requirements known

    risk and concerns.

    Change Approval

    Who will approve the RFC ?

    Decision : Accepted or rejected

    Change Assignment / Builder

    Signature Block

    Change originator:

    Trigger for Change e.g. problem no.

    Category e.g. normal / standard

    Affected Configuration Item : e.g. SRV003,

    WORD7

    Change Priority e.g. Urgent, High, Mediumor Low.

    Impact and Risk e.g. High, Medium, Low

    Change Requested By

    Date / time of Change Request

    Change Title / Description

    Urgency and PriorityImpact of Problem

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    Urgencyfor theremedy

    High

    Medium

    LowHigh Medium

    Low

    1 2 3

    2 3 4

    3 4 4

    Will solve irritating or missingfunctionality. Can be scheduledMinor Improvement

    Medium

    Low

    3

    4

    DescriptionNecessary immediately.As soon as possible e.g. 8 hours

    UrgentHigh

    Priority12

    Impact of Change Minor

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    Minor Little impact on current services. The Change Manager

    is entitled to authorise this RFC.

    Significant Clear impact on the services. The RFC must be

    discussed by the Change Advisory Board. The ChangeManager requests advice on authorisation and planning.

    Major Significant impact on the services and the business.

    Considerable manpower and / or resources needed. TheRFC will have to be submitted to board level.

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    Standard Changes

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    Follow an established path (changemodel)

    Accepted solution to specific (set of)

    requirement(s) Crucial elements Tasks well known & proven Authority effectively given in advance Usually initiated by service desk Budgetary authority typically pre-

    ordained

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    Tracking Individual Changest i

    o n

    Request for Change (RFC)

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    M a n a g e m e n

    t , t r a c

    k i n

    g ,

    a d m

    i n i s t r a

    t

    ConfigurationManagement

    Database (CMDB)`

    Assess impact

    Obtain Approval

    Initiate Implementation

    Develop & Test Change& Implement / Release

    Change Verification /Implementation Review

    CLOSE Request for Change

    RFCs and ConfigurationM g t

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    Software CI

    to bechanged

    RelatedOperating CI

    Configuration Management

    Assess Impact & ProposalRelated

    Training CI

    RelatedHardware CI

    Management

    Combines Change Request

    Initial ChangeRequest

    C

    M

    D

    B

    Impact and Resource Assessment

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    Change management, CAB, CAB / EC & other assessors consider the impact of the

    change on

    Customers business

    Infrastructure & the customers service e.g. SLA, capacity and performance,

    reliability and resilience, contingency plans, security

    Impact on other services, projects and non-IT infrastructures within the

    organisation

    Effect of not implementing the change

    Current FSC and Projected Service Availability (PSA)

    Resources required to implement the change & ongoing resources resulting from

    the change

    Change Advisory Board (CAB)Change

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    ReleaseManager

    C A B

    ChangeManager (chair)

    FinanceManager

    Problem

    Manager Senior BusinessRepresentation

    Office ServicesSuppliers etc.

    Application

    Manager

    Service Level

    Manager

    CAB/EC is a smaller group / sub-setused for emergency decisions

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    BenefitsI d d ti it f t d IT

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    Increased productivity of customers and IT

    staff Less adverse impact of changes on services Ability to absorb a higher level of error-free

    change helps speed to market & quality of

    service Better up-front assessment of the cost and

    business impact of proposed changes Reduction in the number of disruptive

    changes Reduction in the number of failed changes Valuable management information

    Best Practice Integrate with Configuration Management and Release

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    Integrate with Configuration Management and Release

    Management

    Go beyond operational environment to encompass projects

    Separate the process and the management of the process

    Assign ownership of process as independently as possible of the

    line hierarchy Plan for urgent changes rather than making urgent changes by

    circumventing the normal change procedures

    Change Management - Summary Objective

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    Only approved changes made, risk and cost assessed, benefit maximized

    Applies to all configuration items

    Activities

    Manage / Filter RFCs; Manage Change Records; Assess impact, risk,

    urgency, priority & resources; Approve & schedule changes; Oversee

    change building, testing & implementation; Review; Business Support.

    CAB and CAB / emergency Committee :

    Membership, Advisory role, Urgent changes

    Testing of changes and Backout

    Change models and standard changes

    Links to Configuration and Release Management

    Process always ends with a review of the change and closure of the change

    record.

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    ReleaseManagement

    Release Management -Objectives

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    j

    Holistic view of roll-outs Hardware, software, connections, staffing and skills,documentation, training, logistics etc.

    Integrated with Change and Configuration

    via combined plan Used for

    Large or critical roll-outs Major software roll-outs Distributed software roll-outs e.g. virus update security

    patch Bundling or batching related sets of changes.

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    Types of Releases

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    Full Release (Normal Release)

    All components of the release are built, tested,

    distributed and implemented together

    Delta release (Interim Release) Only those CIs that have actually changed since the last

    release are included

    Package release (Major Release) Individual releases, both full and delta, are grouped

    together to form a package for release.

    Release PolicyDefine the Release Unit t pe of release and

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    Define the Release Unit, type of release and

    release frequency Define and publish the release frequency with anagreed limit for change content (business driven).Specification should be frozen sufficiently inadvance of the release date to allow for sufficienttesting.

    Release Numbering ensures each release Isallocated a unique release number

    Urgent changes follow the urgent changes

    procedure & links to an urgent releasemanagement procedure

    Release ManagementActivities

    Define the release policies

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    Define the release policies

    Control the DSL and DHS Plan the content of releases Design and implement distribution & installation

    procedures

    Manage and oversee the build, release and roll-out of software and related hardware todevelopment, test and live

    Provide controlled back-out mechanisms forincomplete or failed releases.

    DSL and Software Distribution Maintain the DSL

    Quality / virus Checks

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    Quality / virus Checks Enough physical storage

    space Physical distribution always

    from the MASTER in the DSL Provide secure environments.

    Where only correct, authorized

    and tested versions are installedand copied to duringdistribution.

    Use configuration verificationand audit to check theconfigurations

    Update the CMDB whensoftware is distributed

    Mainframe

    PC

    PDA

    UNIX

    Web

    CD ROMs

    Other Media

    D S L

    Possible Problems Establishing version and release policies with

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    Establishing version and release policies with

    outside vendors Attempts to implement software outside ofprocedure

    Creating Definite Software Library

    Integrating DSL into an automateddistribution environment

    Ensuring no circumvention of numberingpolicy

    Excessive over-ruling for managementexpedience

    Benefits Guaranteed quality of live services

    The ability to maintain consistency over many locations

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    The ability to maintain consistency over many locations.

    Detection and elimination of incorrect versions / unauthorizedcopies of software

    Better co-ordination of releases to avoid errors.

    Reduced opportunities for unnoticed introduction of viruses or other

    malicious software

    Software and hardware assets are properly and securely safeguarded

    Ability to build and control software used at remote sites from a central

    location

    Reduced likelihood of illegal copies of software

    Baseline and trusted configuration available for fall-back reversions

    Release Management Summary Objectives

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    Take an holistic view of changes to the infrastructure

    Ensure all aspects a release are considered together

    Manage rights and obligations

    Activities

    Control DSL & DHS, define release, build release, manage release,

    distribute s/w CIs, software audits

    Safeguard software and hardware Configuration Items (CIs)

    Ensure only tested, authorised software is in the live environment

    DSL and DHS

    Reliable versions of all software and associate CIs (source & object)

    Logical / Physical storage

    Release Management Summary

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    Releases Normal Release Unit, Full/package/delta

    releases, Numbering, Frequency, Versioncontrol for development testing, live, archive

    Urgent releases backouts / testing /documentation

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    Summary Slides for

    Revision

    Service Level Management Summary (1)

    We need to understand what we mean by Service Management and by a service

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    We need to understand what we mean by Service Management and by a service

    Objectives

    Improve service quality (customer dependence)

    Measurable service levels

    Balance between customer demand and IT capabilities

    Activities

    Manage customer relationships

    Create / maintain Service Catalogue

    Determine SLRs; Negotiate, prepare & monitor Service Charter, SLAs & OLAs,

    Service Reviews

    Service Improvement / Quality plans

    Minimum requirements for an agreement

    Service description, service hours, response times, availability, security &

    continuity targets, critical periods .

    Availability Management -Summary

    Purpose

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    p

    Plan and manage CI availability to meet Customers business objectives

    Scope

    hardware, software, environment etc.

    Assessing risk

    Calculating and monitoring availability

    MTBSI, MTTR, MTBF, % availability formulae, thresholds, auto-detection

    Aspects

    Reliability, Maintainability, Serviceability , Security (CIA)

    Resilience redundancy, duplexing, fault tolerance Techniques CFIA, FTA, TOP, SOA

    Incident life-cycle occurrence, detection, diagnosis, repair, recovery,restoration.

    IT Service Continuity Management -Summary

    Disasters will happen and will affect services

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    Assets / Threats / Vulnerabilities / Risks / Countermeasures

    Part of service planning & design

    The IT Service Continuity Plan

    Based upon Business Impact Analysis

    Assists in fast, controlled recovery

    Must be given wide but controlled access

    Contents (incl. admin, Infrastructure, People, Return to normal)

    Options gradual (cold), intermediate (warm), immediate (hot), reciprocal,

    manual work-around, do nothing

    Standby options may only be available for limited periods (or not at all!!).

    Fixed vs. Portable

    Must be tested frequently without unacceptably impacting the live service.

    Capacity Management - Summary

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    Business CM trend, forecast, model, prototype, size, document futurebusiness requirements.

    Service CM Monitor, analyse, tune and report on service performance;

    establish baselines and profiles of use (incl. peaks & troughs and

    throughput) of services; manage demand for service

    Resource CM Monitor, analyse, tune and implement / report on the

    utilisation of components; be aware of technologies innovation

    Application Sizing and Modeling

    Capacity Planning

    Defining thresholds and monitoring

    Capacity Management is a balancing act

    Cost against Capacity : Supply against Demand

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    Financial Management - Summary Charging (but not policy)

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    g g ( p y) Determine charges in SLAs (cost recovery, cost +,

    market rate, etc) Influence customer behavior Charging does not affect costs directly but is an

    expensive process General

    Sound stewardship Minimise risk in decision making Basis of business estimating, planning , budgeting /

    forecasting Often used in targets & measures / metrics

    Service Desk - Summary Acts as the central point of contact between the

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    Acts as the central point of contact between the

    Customer and the IT service (the buffer betweenusers and IT staff)

    Handles incidents, problems, and questions Provides an interface for other activities such as

    Change, Configuration, Release, Service level, andService Continuity Management

    Requires staff with appropriate attributes and skills. Provides business support

    Good communication Value of metrics on events / incidents / calls

    Problem Management - Summary Problem and Known Error definitions

    Obj i

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    Objectives

    Manage the problem life-cycle (others will implement solutions)

    Stabilizing services through :

    Removing the root causes of incidents

    Preventing occurrence of incidents and problems.

    Minimizing the consequences of incidents (the quick fix)

    Improving productive use of resources

    Activities

    Problem Control, Error Control (incl. raising RFCs), Management

    information

    Reactive to proactive (stop problems occurring / recurring)

    Priorities determined by business impact and urgency

    Incident Management Summary

    Incident : (Expected) disruption to agreed service

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    Incident : (Expected) disruption to agreed service

    Manage the Incident life-cycle

    Restore service ASAP

    Priority determined by business impact and urgency

    Correct assessment of priorities enables resources tobe deployed in the best interests of the customer.

    Escalation and referral

    Incident closure Scripts, diagnostic aids, forward schedule of change.

    Comprehensive CMDB invaluable

    Configuration Management - Summary

    Single source and repository for information about the IT

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    infrastructure & services more than an asset register (CMDB)

    Activities

    Planning, Identification, status Accounting, Control, Verification,

    Management Information

    Role in assessing impact of changes Configuration Item:

    Categories, Attributes, Relationships, Status, Unique Id., Version, Owner

    Scope and detail (Value of the information and level of

    independent change)

    Baselines and Variants

    Supports all other processes.

    Change Management - Summary Objective

    Only approved changes made, risk and cost assessed, benefit maximised

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    Applies to all configuration items Activities

    Manage / Filter RFC; Manage Change Record; Assess impact, risk, urgency,

    priority & resources; Approve & schedule changes; Oversee change building,

    testing & implementation; Review; Business Support

    CAB and CAB/ emergency Committee

    Membership, Advisory role, Urgent changes

    Testing of changes and Backout

    Change models and standard changes

    Links to Configuration and Release Management

    Process always ends with a review of the change and closure of the Change Record .

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    Releases

    Release Management -Summary

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    Releases Normal Release Unit, Full / package /

    delta releases, Numbering, Frequency,Version control for development,

    testing, live, archive Urgent releases backouts / testing /documentation

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    Thank You


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