Table of Contents - VMware · overcome in order to transform into a world class IT Organization. To gain a broader understanding of how VMware’s cloud management platform can solvesome

Table of ContentsLab Overview - HOL-SDC-1611 - IT Cost Transparency with vRealize Business.................2

Lab Guidance .......................................................................................................... 3Why vRealize Business? (All Modules Prerequisite) ................................................. 4Lab Background Story (All Modules Prerequisite) ................................................... 9

Module 1 - Cost Your Private and Public Cloud with vRB Standard - (30 Minutes) ...........11Module Overview .................................................................................................. 12Private Cloud Cost................................................................................................. 14What-If: Cloud Costing Scenario - Private v. Public Cloud......................................25

Module 2 - Pricing and Showback with vRB Standard - (30 Minutes) ..............................36Module Overview .................................................................................................. 37The private Cloud Consumer................................................................................. 39Role-Based Access ................................................................................................ 61

Module 3 - IT Finance Management with vRB Advanced - (45 Minutes) ..........................72Module Overview .................................................................................................. 73vRB Advanced - Executive Experience ................................................................. 77vRB Advanced - IT Finance Manager Experience................................................... 91vRB Advanced - IT Finance Manager Benchmarking Experience.........................104

Module 4 - Application Rationalization with vRB Advanced - (15 Minutes)....................117Module Overview ................................................................................................ 118Building an Application Rationalization Recommendation ..................................123

Module 5 - Service Level Management with vRB Enterprise - (30 Minutes) ..................137Module Overview ................................................................................................ 138Service Level Management ................................................................................. 141

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Lab Overview - HOL-SDC-1611 - IT CostTransparency withvRealize Business

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Lab GuidanceVMware vRealize™ Business™ provides transparency and control over the cost andquality of IT services. By providing a business context to the services IT offers, vRealizeBusiness helps IT organizations shift from a technology orientation to a service brokerorientation, delivering a portfolio of IT services that align with the needs of line-of-business (LOB) stakeholders. vRealize Business provides the business managementcapabilities necessary to manage the business aspects of today’s emerging hybrid cloudenvironments, helping to facilitate IT transformation, enabling customers to reducecapital and operating expenses and improve service delivery performance.

IMPORTANT: If this is your first time taking the HOL-SDC-1611 Hand on Lab, itis important to read the next two sections "Why vRealize Business?" and "LabBackground Story" before moving on into the lab modules.

Lab Module List:

• Module 1 - Cost Your Private and Public Cloud with vRB Standard (30 Minutes)• Module 2 - Pricing and Showback with vRB Standard (30 Minutes)• Module 3 - IT Finance Management with vRB Advanced (45 Minutes)• Module 4 - Application Rationalization with vRB Advanced (15 Minutes)• Module 5 - Service Level Management with vRB Enterprise (30 Minutes)

You can at any point skip ahead from one module to another, the lab is built so thatthere are no dependencies between modules. Also, please note: There is a README.txtfile on the Desktop for you in the event you are looking for a list of frequently askedquestions or a missing lab password.

Lab Captains:

Itai Zach, Scott Weinstein

Special Thanks To: Dedy Kredo, Dinesh Babu Gnaneswaran, Jim DeWitt, Scott Moore,and Pete Cruz.

This lab manual can be downloaded from the Hands-on Labs Document site found here:

http://docs.hol.pub/catalog/

This lab may be available in other languages. To set your language preference and havea localized manual deployed with your lab, you may utilize this document to help guideyou through the process:

http://docs.hol.vmware.com/announcements/nee-default-language.pdf

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http://docs.hol.pub/catalog/

http://docs.hol.vmware.com/announcements/nee-default-language.pdf

Why vRealize Business? (All ModulesPrerequisite)The Software Defined Enterprise

Everything VMware is doing is intended to help customers be successful in the newoperating model associated with Hybrid IT, or Cloud - or whatever you wish to call it.

To be successful you need fully virtualize the entire infrastructure stack. VMware isfocused on extending virtualization beyond compute in order to fully virtualize thenetwork and the storage layers. But virtualizing the infrastructure that will run onpremise is not enough.

You need to ensure that that same infrastructure is easily available in the publicmarketplace – that is why we have worked with thousands of service providers and morerecently also created our own Hybrid Cloud Service Offering.

You also need focus on making sure that all critical data resides in the data center andto make that strategy successful you need to effectively manage the end userexperience - otherwise your users will keep putting data on the end point and defeatyour objectives. Our end user computing strategy addresses this issue.

Finally, you need to provide a management layer not only capable of fully exploitingVMware Infrastructure but also filling in the gaps when the infrastructure is notcompletely VMware – whether this infrastructure is on premise or in the cloud.

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Key Cloud Management Elements

VMware Cloud Management addresses three key elements needed to be successful withCloud.

1. The ability to fully automate all the key processes associated with managing aHybrid IT Environment.

2. The ability to guarantee the quality of the services you deliver - where ever thatservice is run and finally.

3. The ability to provide transparency around the cost of services – again whereever those services are run.

Lab HOL-SDC-1611 is designed to help you better understand the 3rd key element.

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Introduction to VMware vRealize Business Video (30 Sec)

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VMware's Cloud Business Approach

VMware’s business management offerings deliver financial and quality (via ServiceLevel Management) transparency and control around the services that the Enterpriseconsumes from wherever those services are delivered. Furthermore, VMware leads theIT Business Management industry by offering a unique solution to implementingbusiness management capabilities for different stakeholders within the enterprise.VMware offers two approaches:

• Top down: comprehensive IT Financial Management that addresses the full ITservices stack for CIOs and IT Finance teams

• Bottom up: Business Management for Cloud that first addresses Infrastructureservices for Infrastructure and Operations teams

vRealize Business Primary Use Cases

In terms of the capabilities that we deliver, we are focused on 3 use cases across threeproduct editions

The first use case is focused on quickly and painlessly costing out your on premise cloudand providing you capabilities to comprehensively address the core business functionsassociated with your infrastructure services. With vRealize Standard Edition we giveyou the ability to first understand the cost of your infrastructure services. You canunderstand the cost for your entire infrastructure, for a virtual machine and for all theelements that support a virtual machine. You can also understand consumption ofresources – either at the level of a group or business unit but also by application. WithStandard we also give you the ability to do pricing analysis and comprehensive show-back or chargeback for your infrastructure services.

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After you have addressed comprehensive management of your Private Cloudenvironment you can leverage the vRealize Business Advanced Edition to fullymanage the financial aspects or your complete IT Services Stack. This adds financialmanagement of applications and projects.

With vRealize Business Enterprise Edition You can integrate service levelmanagement metrics with financial management so you can not only understand thecost of services but also the quality of service delivered. You can do this for just yourcloud where new metrics around time to service outcome are becoming very importantor you can do this at the level of the full IT services stack. You can leverage servicequality metrics in two ways. First to show how IT is doing on meeting its commitmentsto LOB. The second way is to use quality metrics to hold vendors that contribute intoyour services supply chain accountable.

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Lab Background Story (All ModulesPrerequisite)Congratulations!! You have just been promoted to the Chief Information Officer (CIO) ofRainpole; a company that produces hi-fidelity audio appliances for the retail market. At arecent meeting SVP of Sales provided the Chief Executive Officer (CEO) the results of acustomer feedback study suggesting that Rainpole has lost its competitive advantagedue to lack of product innovation and high unit price. The SVP of Sales stated “IfRainpole does not introduce new ways to differentiate with new features at a lower pricepoint the company may not be able to recover market share." In response, the ChiefFinancial Officer stated "We need to reduce our expenditures in non-revenue generatingareas of the Business" as he looks directly at you, the CIO while saying it. The ChiefProduct Officer (CPO) contributes “Our competitors have applications running withintheir audio appliances that enhances the consumer experience while using the device,Rainpole needs to take our offering to the next level with connecting our product to theinternet of things.” and goes on to say "Our offerings need to not only interact with theconsumer at home, but also provide value when traveling or socializing on the town."The CPO then looks directly at you and says” For this to be a reality at Rainpole we newservices from IT and they need to be delivered in 1/4 of the time, that services areprovided today.” End of Meeting!

Later in the week you call a meeting with your directors', and present to them the twomain targets for coming year:

1. Reduce Operating Cost (“keep the Lights On”)◦ Reduce Footprint of the Data Centers◦ Consolidation of infrastructure◦ Reduce costs with Application Rationalization◦ Improve Planning and Budgeting and forecasting◦ Cost Transparency in order to showcase to the you peers◦ IT Bill to the BU to reflect them their consumption

2. Infrastructure Transformation to support new application demands◦ Automation of processes in Data Center◦ Self-Service provisioning

3 Months go by and you call a follow up meeting with your directors. After interviewingthe application and infrastructure and consulting with VMware Accelerate and vRBteams you’ve came up with a plan which in its base has 5 steps to achieve your targets:

1. Cost the private cloud to improve IT decisions around Private/Public infrastructureoptions

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2. Provide showback for infrastructure costs by BU and show potential savingsaround private cloud.

3. End to end IT cost transparency for organization, including all tech services andbusiness services. Produce a full Bill of IT to the BUs and cost transparency to themanagement as well as benchmarking to understand better how the company ispositioned against its peers.

4. Undergo a application rationalization to reduce costs and complexity.5. Establish SLA with customers of IT to ensure services are being delivered to the

business in a timely manner and its measurable.

HOL 1611 you will focus on the cost related challenges that Rainpole mustovercome in order to transform into a world class IT Organization. To gain abroader understanding of how VMware’s cloud management platform cansolve some of the other challenges mentioned above, please also considertaking the IT Outcomes Labs, such as HOL-SDC-1605, HOL-SDC-1612, HOL-SDC-1615, and HOL-SDC-1616.

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Module 1 - Cost YourPrivate and Public Cloudwith vRB Standard - (30

Minutes)

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Module OverviewIn response to Rainpole's committee findings, The Director of Infrastructure hasembraced the idea of creating a Rainpole hybrid cloud offering. It was decided that thiscloud must provide a services catalog as well as the costs associated with on-premiseand off-premise choices.

In this module, you will experience how in vRealize Business Standard you canunderstand and compare the cost of public and private cloud options, as well as theunderlying cost drivers of each option.

(30 Minutes)

Navigating the VMware Hands-On-Labs

When you connect to the Hands-On Lab environment you will be placed in aCONTROLCENTER remote desktop. The CONTROLCENTER desktop is your home base. Ifyou have jumped directly to this module as your first lesson in lab 1611 and you wouldlike to better understand how to navigate this lab environment. Click on the Guide Linklocated in the upper left corner of the window.

About vRealize Business Standard

In vRealize Business Standard we give you the ability to rapidly understand the cost ofyour virtual infrastructure. Standard is a virtual appliance that once deployed quicklybuilds a comprehensive view of the cost of your virtual infrastructure. Leveragingconfiguration data contained within vCenter along with VMware supplied costbenchmarks we quickly and painlessly develop a comprehensive assessment of the costof the virtual infrastructure.

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Features:

• Cost Virtual Infrastructure• Consumption Metering• Pricing for Cloud Service Catalog

Rainpole vRB Standard Architecture Overview

As depicted in the drawing:

Rainpole has architected vRealize Business Standard being front-ended by vRealizeAutomation.

vRealize Business Standard leveages performance and consumption details obtained bythe company vCenter and vRealize Operations solutions.

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Private Cloud CostNow that we've learned about vRB Standard capabilities we are ready proceed to theHands-On portion of the lab.

Before moving to the next step, we need to verify all that all services are running andthe lab is ready to use.

Please check that the lab status reads: 'Ready'

Login to vRB Standard

Please log in as IT Finance Manager into vRB STD.

1. Open the FireFox browser.2. On the toolbar, click vRB Standard.3. Enter user and password and click Login.

user: [email protected]

Password: VMware1!

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Navigate to the Business Management Tab

Navigate to Business Management Tab.

Two Comments before we start:

1. On some occasions, data may not appear immediately. If this happens, right-clickon the page and click 'Reload'. This should solve the issue - if it doesn't, ask forassistance.

2. If scroll bars appear on sides of the dashboard, please change the browser zoomto 80%.

Private Cloud Cost Overview

Once vRB STD connected to the vCenter it starts collecting data from it.

As Rainpole embarks on providing IaaS to the customers of IT. The IT Finance Managerwill leverage the Overview Dashboard provides a high-level overview of the privateCloud costs and it's demands. This dashboard is divided into 3 columns:

1. Total Cloud Cost - Total cost and cost per driver (component) with insight to OpExand CapEx

2. Operational Analysis - Average cost per VM and cost of each compute resource.3. Consumption (Demand) Analysis - VM Count in your private Cloud and the

distribution of costs between the Business Units based on their consumption.

Each pie chart has drill down leading to the relevant tab and provide more details. Todemonstrate this functionality lets drill down:

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4. Under Operational Analysis click on the CPU Cloud Resources, it will lead you to theOperational Analysis Dashboard.

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Operational Analysis and Utilization Settings

The Operational Analysis Dashboard presents the total cost of Virtual Machines as wellas the cost for each VM and its components. You can also set the expected utilization ofa virtual machine.

In this dashboard we can see the trends for CPU, RAM, Storage and OS and a pie chartof current distribution. Let's review.

1. Hover your mouse the "300 live VMs" and click on the arrow.

Take note of the costs displayed for the VMs and their component.

2. Please note the total CPU price.

Let's check the utilization that is set to the private cloud.

3. Click on Edit Utilization.

Edit Utilization - Set Utilization threshold

Please change the compute resources Expected Utilization to Gold 1 and Gold 2.

This change impacts the Utilization % of Capacity For More Information Click on the isign

1. Click on the i sign for more information before the change.2. Choose 'Set Per Server Cluster - use the table below'3. Set the utilization for Gold 1 & 2 to CPU 35% and RAM 60%

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4. Click 'Save'5. Check how it is changing the Utilization of Capacity.

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Cloud Cost and Reference Costs

Let's take closer look at the costs in vRB Standard:

1. Navigate to Cloud Cost Dashboard2. Near each component you can see the Actual Cost in blue3. Also you will notice a reference pipe at the end of each cost bar. Note: These

references pipes will slide once your cost deviates from the reference. Of course,you can modify it at anytime and change the references to your costs.

Once your orginization gathers specific pricing detail, you updates the line items toreflect more accurate costs.

4. Click on Edit Costs

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Reference Cost or Real Cost

Before modifying the reference costs, look at the bottom of the screen, notice the pipenear each calculator, if a item's cost has been altered from the reference cost, the colorwill change.

Modifying Private Cloud Costs

Please follow the steps:

1. Click on the calculator icon next to Server Hardware.2. Click on the pencil near server HP1.3. Click on the plus sign4. Set Purchase date to 04/2014, 15 servers in price of $2,125.5. Click Save and Done.

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6. Navigate back to Cloud Cost page, by clicking on "Back to Cloud Cost"

Reviewing Results - Summary

1. Mouse over the Actual Cost and Reference Cost.2. Check that the cost have gone down and now are less than the reference cost.

After changing the cost of each component to the real cost you actually paid the privatecloud costs become more accurate and still you have the reference cost to compare to.

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Reports

1. Navigate to Reports2. vCenter Server

This demo is connected to vCenter only, in real scenario it can be connected to vCloudDirector vROps and of course vRA.

These reports holds lots of information regarding VMs, Physical Servers and Datastores.you can export these reports (include historical reports) and use in other systems. ForvRB advanced there's an API which can be use to collect data automatically.

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VMs Report

1. Click on VMs2. Scroll to the right and review the data of virtual machines.

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What-If: Cloud Costing Scenario -Private v. Public CloudvRB Standard Edition not only helps companies better understand the cost of theirprivate cloud offerings, it also helps compare those costs to similarly configuredofferings available from public cloud vendors like Amazon Web Services or MicrosoftAzure. With this information, administrators can make more confident decisions aboutwhen to leverage public cloud resources vs. delivering services internally.

To learn more about public cloud costing please continue to the next step.

Public Cloud

vRB Standard can present your Public Cloud costs by entering your public cloud accountcredentials into vRB Standard. Since we're using sample demo data for this lab, we willnot walk through the process of pulling in actual Public Cloud account information.

1. navigate to Public Cloud.

Public Cloud Providers

For this lab we've set demo data from 3 major providers:

1. vCloudAir2. Amazon3. Asure

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For each one of vRB presents high level view and detailed view.

1. Click on Amazon Web Service > Overview

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AWS Overview

The overview dashboard gives an high level view of Total Bill, # of Accounts, # of VMsand their average cost etc.

1. Navigate to Details

AWS Details

To see list of services:

1. hover mouse over services and click the arrow

2. Note the direct costs and Other costs

3. Collapse back and expand VMs

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This capability enable a company to see all their Cloud (Private, Hybrid, Public) costs inone tool.

You can now review the bills from Asure and vCloudAir

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What If: Cloud Comparison

1. Click on Cloud Comparison

2. Click on Compare new VMs to Cloud.

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Cloud Comparison

The screen capture shows a sample comparison of 10 VMs between your Cloud, AWSand Azure.

You can modify the sample details as shown in the next step.

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Edit VM Group

1. Click on 'My Sample Group' to expand this section.2. Change the CPU speed from 1.6 GHZ to 2.4 GHZ.and see how it affect the prices.3. Click on 'More'

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Edit VM Group

1. Change NAS and SAN to 1024GB2. click Save.

Check how it affects the prices.

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Compare existing VM

Please navigate to 'Compare Existing VMs to Cloud

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Compare existing VMs

To compare one or more of your existing VMs please:

1. Click on 'Imports VMs'2. Choose RnD3. Choose the first two VMs (DC_C0_RP1_VM1, DC_C0_RP1_VM10)4. Click Done

Please Check the prices, seems like it is best to locate these two VMs on vCloudAir ormaybe on Amazon. Wonder why? please move to the next step.

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Compare Existing VMs

Expand the first VM 'DC_C0_RP1_VM1' (1). When reviewing the properties of this VM youcan see that Up time is 3% (2).

For VMs that are powered on only 3% of the time, it is cheaper to store them on PublicCloud.

Please also check DC_C0_RP1_VM10

End of Module 1

Congratulations!! You've completed module 1 and you have better knowledge aroundthe capabilities of vRB Standard.

You can now move to Module 2.

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Module 2 - Pricing andShowback with vRB

Standard - (30 Minutes)

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Module OverviewThanks to the excellent work by Rainpole's IT Organization the new hybrid cloud offeringhas been deployed and vRealize Business Standard is providing the promised costvisibility of private and public cloud options for workloads. Rainpole leadership wants tolimit sprawl and keeps costs in check. It is decided that providing pricing, role basedaccess and showback for private and public cloud service offering will drive responsableuse practices of the cloud consumer.

In this module you will use vRealize Business Standard to define the expected utilizationand operational analysis of a service, which will be used to establish a base rate of costfor a service (Cost Method). You will then learn how this cost method is used to set theprice for a service and how this price is automatically published to the service catalog(vRA). You will learn how to create consumer lists and map each consumer to acorresponding VM (Workload). Ultimately the combination of consumer list and servicepricing will be used to show a consumer or business unit what the provisioned servicesare costing IT (Bill of IT). Lastly, you will learn how to restrict the Bill of IT keepinginformation private between consumers. (30 Minutes)



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About vRealize Business Standard

In vRealize Business Standard we give you the ability to rapidly understand the cost ofyour virtual infrastructure. Standard is a virtual appliance that once deployed quicklybuilds a comprehensive view of the cost of your virtual infrastructure. Leveragingconfiguration data contained within vCenter along with VMware supplied costbenchmarks we quickly and painlessly develop a comprehensive assessment of the costof the virtual infrastructure.

Features:

• •Cost Virtual Infrastructure• •Consumption Metering• •Pricing for Cloud Service Catalog

Rainpole vRB Standard Architecture Overview


Rainpole has architected vRealize Business Standard which is front-ended by vRealizeAutomation.

vRealize Business Standard leveages performance and consumption details obtained bythe company vCenter and vRealize Operations.

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The private Cloud ConsumerIn order to support Showback to Consumers, vRB STD enable pricing changes, rolebased access and showback.

On the last module you reviewed the Cloud Cost, VMs Cost and their components. Onceyou set the prices and utilization threshold it is time to showback your customers (thebusiness units) how much they consume.

In this module you'll set the Consumer list and map to each consumer his VMs, you'll setthe prices that going to be charged to the consumers, and you'll create a user forconsumer who can review his data only.

(30 Minutes)

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Login into vRB Standard

Please log in as IT Finance Manager into vRB STD.

1. Open the FireFox browser.2. On the toolbar, click vRB Standard.3. Enter user and password and click Login.

user: [email protected]

Password: VMware1!

Navigate to the Business Management Tab

Navigate to Business Management Tab.

Two Comments before we start:

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1. On some occasions, data may not appear immediately. If this happens, right-clickon the page and click 'Reload'. This should solve the issue - if it doesn't, ask forassistance.

2. If scroll bars appear on sides of the dashboard, please change the browser zoomto 80%.

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Consumers Hierarchy

The first step to be taken in order to achieve cost transparency of your private cloud isto map the right VMs to the right Business Unit or Business Group. Since some vSphereAdmin teams are not leveraging tags, you can use the features of vRB Standard to dothe mapping.

1. Please navigate to Consumption Analysis > Consumer List

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Consumers List Cost And Charges

Please review the consumer list, amount of VMs per consumer, cost and charges.

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Setting Consumers List

As you probably noticed 161 VMs are not identified and tagged as "Others". some ofthem belong to IT some of them to other consumers. In vRB Standard you can uploadmapping file with and map these VMs to the right consumer.

1. Please Click on Edit > Edit Consumer Hierarchy


On the Wizard leave it on vCenter and click Next

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Choose Upload CSV file and click Next

Upload Consumer List

Click on Upload and then choose 'ConsumerList.csv' from the \\Documents\vRB Files

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Upload Consumer List

Please Click OK and then Next

New Consumer List

Review the new Consumer List and Click Next then Save

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Refresh the Data

After saving the new Consumer List the system will calculate the new results, wait forthe yellow banner to pop up and click Yes once it appears.

Check the new Consumer List

Check the New Consumer List. You will see now the new Business Units were addedinstead of Others.

Check the Cost, and Charge for Product Management, QA and PSO.

Soon you will add a budget and pricing for these areas.

Budgeting

IT Cloud Finance Manager can now insert budget of each customer into vRB STD. Ithelps to monitor the cost and help to guarantee customers stay in the budget.Customers can derived that budget from their total IT budget.

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Upload New Budget

Upload a new budget is fairly easy, please navigate to Consumption Analysis >Consumption Overview

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Upload Budget

Click on Edit > Edit Budget

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Upload Budget

On the list shown up you can find list of consumers and quarterly budget, you canmanually change the budget or import mapping file.

1. Click On 'Import'2. Browse into '\\Documents\vRB Files'3. Open 'Rainpole_Cloud_Budget_2015.xls'4. If file upload successfully, please click OK5. You've set the budget for each BU, Please click 'Back to Consumption Overview.

The dashboard contains budget now.

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Check Cost vs Budget

1. Please navigate to Consumption Overview Dashboard

2. Please Check Cost / Under Budget for top 3 Consumers

3. then look at Cost / Under Budget Total Over time, are we over or under budget?

Pricing

Your private cloud costs x dollars a month, in order to recover that you need to tie aprice to each service. For Example, the price of CPU or RAM is what you charge fromeach consumer. We can set the price to be equal to the cost, or if we prefer to have astable price - as cost depends on utilization and different HW Costs and keep changing -its might better to set a constant price and prevent from surprising your customersevery month.

You can set basic prices such price to CPU or RAM , or you can set more advanced pricesbased on policies. These policies can based on the hierarchy in vCenter.

Edit Pricing

1. Please write down the Monthly Charge before changing the pricing

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2. Click Edit > Edit Pricing

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Edit Pricing

In order to policy pricing:

1. Click on Edit2. If not Checked already check 'Advanced - Create and manage pricing policies'3. Click Save (if 2 was already checked just click Cancel)

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Edit Pricing

This screen contains list of policies base on vCenter Folder Structure. You can set CPUprice for example per policy, then all the VMs from this group using the same policy. Foreach Compute Pricing policy you can set the storage price or use the Storage PricingPolicy per Datastore.

1. Please click and mark the second policy 'Silver 2'

2. Then click on Edit

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Edit Pricing

Please change the rates as follow:

1. 2.9 per CPU2. 0.9 per RAM3. Please Edit Additional Options

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Edit Pricing - Additional Options

Please increase by 5% for Rad Hat and SUSE and click save.

Please repeat these last 2 step on policy 'Silver 1'

Since you have updated both Silver 1 and Silver 2 policies, lets tell vRB Standard toupdate the calculations.

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Consumption Overview

Please navigate back to Consumption Analysis

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Update Calculation

Let's run calculation now and see hoe it affect the Charge.

1. Please click on the Status sign on top right corner2. Expend Cost Calculation3. Click on Update Now.

Wait until a yellow banner comes up and click Yes. Check the Charges on the top rightchart.

** Please note that the results in the screenshot are not always equal to the results youget in lab. The important thing is to see increase in the charges.

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Role-Based AccessOne of the features in vRB Standard is a Role-Based Access, which enables you to grantaccess to specific users, like the BU Controller, allowing them to access the system andsee the data relevant only to them.

Once you've set the consumer list and prices, users from different Business Units canaccess the system and see their bill.

Adding new User

In order to give access to BU user, you need to add these users as a BusinessManagement Controller.

If you are not logged in into vRB Standard, please log in as Administrator

User: [email protected]: VMware1!

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Adding new User

Please Navigate to Administration > Users & Groups > Identity Store Users & Groups

Adding R&D Lab Manager

Please search for R&D Lab Manager

1. On the top right corner type rndlab in the search box and click enter2. Click on Lab Manager

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Add role to this user

On the wizard:

1. please check the 'Business Management Controller'2. Click Update

No need to click Next, you're done here.

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Logout

Logout from the system

Log in as Finance Manager

In order to give the Lab Manager acces to his bill, please log in as Finance Manager


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Role Assignment

Please Navigate to 'Business Management' > Consumption Analysis > Consumers List

Role Assignment

Please Click on Edit > Edit Consumer Hierarchy

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Role Assignment

On the wizard please click on Next until you get to Role Assignment

Role Assignment

Please mark [email protected] and click on Edit

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Role Assignment

On the Available 'Business Units' Please select RnD and move it to the left side -'Selected Business Units'

Click Apply

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Role Assignment

Click Save and Logout

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Log in as R&D Lab Manager

Please Log in as R&D Lab Manager

User: [email protected]

Password: VMware1!

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R&D Charges

Navigate to Business Management tab.

The Business Management Controller is exposed to content relevant to him/her only.

Please Click on Consumer List

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R&D Charges

Please review the total Charge vs Total budget of R&D as well as the details per VM.

Once you done please Logout from vRA

End of Module 2

Congratulations!!

You've completed the second module of this HOL-SDC-1611.

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Module 3 - IT FinanceManagement with vRB

Advanced - (45 Minutes)

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Module OverviewAfter Implementing a new Hybrid Cloud offering and vRealize Business Standard,Rainpole is now able to provide financially responsible IT Infrastructure services with acost based IT catalog for on and off premise services, as well as providing consumers ashowback / chargeback report (Bill of IT). The CIO deemed the effort a success and IT isnow deploying new applications to the business in record time. Resources are beingconsumed as fast as they hit the floor. With his increased confidence in VMware abilityto execute, the CIO has set the goal of achieving full IT Cost transperency. He decides toupgrade from vRealize Buisness Standard to vRealize Business Advanced. The upgradedsolution will be used to provide cost visibility in areas of IT outside of the hybrid cloudoffering. Ultimately the bill of IT is going to be expanded to include services beyond justcloud infrastructure and the cost of infrastructure will be mapped to business services itsupports, such as email services, of helpdesk service, etc...

In this module you will experience the OoTB dashboards of the ITFM modules of vRealizeBusiness Advanced. You will learn about vRB Advanced capabilities that allow you togrow beyond simply managing your infrastructure and provide extend financialmanagement to the full services stack. You will navigate a dashboard tailored to theneeds of a CIO that captures at a glance what is happening across the entire enterprise.You will learn about “observation windows” that highlights the most significant variancesthat underlie whatever data is being reviewed.

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About vRealize Business Advanced

vRealize Business Advanced Edition gives you the ability to comprehensively managethe full IT services stack. It delivers functionality beyond vRB Standard and the scope ofwhat can be managed increases dramatically. For example, manage end to endservices including full applications along with the projects and investments thateventually roll into services.

vRB Advanced consists of modules:

• IT Costing• IT Demand Management and Budget Planning• IT Showback and Chargeback• IT Cost Optimization• Vendor Manager

Rainpole vRB Advanced Architecture Overview


Rainpole has architected vRealize Business Advanced back-ended by an OracleDatabase.

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vRB Advanced will leverage data collected using vRealize Business Standard integrationwith performance and consumption details obtained by the company vCenter andvRealize Operations.

Information for the user (CIO, CFO, Admin, Etc...) will be made available via aninteractive web interface and reports delivered via email.

Supporting Terminology (Optional Read)

Cost Model

• A Cost Model is a multi-tiered set of allocation rules that map the financialrelationships between Expenses and other objects within the Organization. Thisrelationship reveals the entities that drive the cost of other entities and theentities to which cost is passed.

• A Cost Model Node represents an entity in the Organization for which the ITController wants to examine costs. Nodes can represent company departments,groups of expenses such as Labor or services such as Email.

Elements In the Cost Model

• Expense Sources – Expense Source is the element through which costs areentered to the system and drive the input cost to the model. *A Cost Model can

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contain multiple Expense sources to represent different General Ledgers,accounts, etc.

• Cost Object – The lowest entity in the Cost Model, when a cost object is notgrouped with other objects we can add a singular cost object to have itrepresented in the Cost Model

• Cost Group – When a few cost objects can be grouped together this will berepresented in the model by an Expense Group. This type of element can containmultiple cost objects

• Allocation Rule – Method of directing costs from one object or group to anotherobject or group.

Expense Source

• Expenses are the critical input to all Cost Models; the IT Financial Manager usesExpense data to calculate the cost of all other Cost Model elements.

• Expenses are the only entity that initially contain actual numeric costs• The Expenses node is included automatically in the Cost Model Diagram• Every element (Object/Hierarchy/Group) in the Cost Model should either have

Expenses directly linked to it or indirectly linked via other elements.

Cost Object

• Cost Objects are entities associated with the Organization’s activity for whichcosts are incurred.

• The object itself (a product, service, department, or other entity) may haveexpenses of its own.

• Cost can be evaluated by applying Cost Allocation Rules to its Cost Drivers.

Cost Groups

• Cost Group is a collection of Cost Objects.• Objects can be stand-alone, such as names of individual Servers, or folders that

contain other Cost Objects.• For example, Cost Centers is a Cost Group that could include the Cost Object

Folders IT Security, Database Team, Storage Products, etc• Cost Groups appear in the Cost Model Diagram as nodes with layered frames.

Allocation Methods

• Percentage• Usage• Relationship• By property• Unit Cost• Unit Price• Weighted

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vRB Advanced - Executive ExperienceLet's take a tour of Rainpole's Implementation of vRealize Business and we will highlightsome of it's Out of The Box capabilities.

Ensure Lab Status is Ready

As a first step please ensure that in the lower right hand corner of the CONTROLCENTERDesktop, Lab Status = "Ready"

Opening vRealize Business Advanced

Double click on the Firefox Shortcut on the desktop of the CONTROLCENTER and selectthe VMware vRB Adv / Ent bookmark.

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The CIO's View

As the CIO of Rainpole you need a simple to read dashboard that touches on manyaspects of the Rainpole IT Organization.

Lets begin by logging in as an executive of Rainpole who has permissions and viewscommon to a CIO or CFO.

Logging Into vRealize Business As An Executive User ofRainPole

Username: [email protected]: VMware1!

**Both are case sensitive.

The CIO Dashboard

Now that you have logged in, you will notice that you have been placed at the CIODashboard.

The CIO Dashboard provides the IT executive with a high-level view across the ITorganization. The top section contains high-level summary information of the IT Cost,Budget and Forecast. Further down you will find the cost trend summary and the currentbudget state. The dashboard contains several important cost breakdowns: by Consumer(or Business Unit), by Service, and by Account.

The CIO Dashboard is a part of the out-of-the-box vRealize Business content. It's built-inand automatically populated with the data from the primary vRealize Business CostModel. It is also flexible and enables the user to change the look and feel, add additionalreports, and configure it in order to meet the needs of the business. From the CIODashboard, executives have instant visibility into the financial state and efficiency of the

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business as a whole; as well as the ability to drill into details of the various servicesmanaged by IT. As a result, leadership can make informed decisions based on thefinancial efficiency (or lack thereof) of IT services with detail and context of consumptionby individual Business Units. This enables Rainpole to be more agile as a whole byallowing it to adjust its course in order to keep up with a dynamic and unpredictablemarketplace.

Let's explore!!!

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Exploring The CIO Dashboard - Top 3 Frames

On the CIO Dashboard please focus your attention on the top 3 frames

1. The Monthly Cost Distribution of Accounts Report provides a pie chart the top 10Rainpole expenses. i.e. hardware, software, and professional services.

2. The Monthly Cost Distribution of IT Services Report provides a breakdown of ITServices. i.e. email, helpdesk, and applications.

3. The YTD Cost Distribution of IT Consumers Report provides shows the customers of ITor business units of rainpole by percentage of cost for the year.

These frames will help you understand the top expenses, what IT services arecontributing to the expenses, and which customers of IT are leveraging these ITservices.

Customizing The Results of The CIO Dashboard

Interested in filtering these results, guess what, the dashboard is 100% customizable:

1. Hover mouse over the top of the frame, you will notice a set of icons appear.

2. Click on the personalize icon

3. In properties window, click on the Filtering Tab, you will see a list of expense accounts

4. Highlight only the expense accounts that you want to be included in results.

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5. Click Generate

Notice how the dashboard has updated the results of the frame to only include theexpense accounts the CIO wants see.

Exploring The CIO Dashboard - Middle reports

Now lets scroll the browser to the middle section of the CIO Dashboard. You will see 3additional frames;

1. The Cost vs. Budget Trend Report shows a monthly view of the top five accountswith the largest yearly cost, as a bar report, along with the budget trend, as a linereport, to illustrate the cost versus budget alignment each month.

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2. The Cost vs Budget Report provides a gauge view and verifies the cost withrespect to the estimated budget whether it is over, under, or within the budgetfigures.

3. The Recovery Report provides a gauge view, it depicts the sum of all driversallocated to BUs by unit price versus the cost difference in percentage of thesedrivers.

4. The Observation with comments Report provides the top cost observationsranked based on budget and set thresholds.

These frames can help you improve planning, budgeting and forecasting. They will tellyou if you are on budget or if you are spending more then you should.

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Updating The Time Period for Dashboard Results

Its important to mention that the CIO dashboard provides a historical point of referenceand the dashboard results will update as you change the date of reference.

To update the date do the following:

1. On upper left hand corner of the dashboard click on the calendar icon2. Select a date in the past

You will notice the entire dashboard will update with data reflective to the time periodspecified, this flexibility give you a mechanism to compare your companies progressover time.

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Exploring The CIO Dashboard - Bottom reports

The CIO's Dashboard also provides 4 additional reports

Scroll down to the bottom portion of the broswer

1. The Cost by IT Business Services Report provides a tabular style report shows thecorrelation of business service each IT service.

2. The Cost vs. budget by Business Services Report helps the CIO understand if thetop 6 services are still within budget in bar graph style.

3. The Business Statement Summary Report provides a macro business unit levelunderstanding of cost by each business service.

4. The cost vs. budget costs centers framlet will help the CIO understand IT costcenter health in a simple bar chart.

5. Also notice on the very bottom of the page is a reference to additional reportsthat maybe useful to the CIO.

These reports are designed to promote healthier converstations with the business anddevelop a cost fact based strategy for IT.

Dashboard Drill Downs

The CIO Dashboard is interactive.

By hovering your mouse over the content of the reports notice that vRB providesinteractive details for each pie slice. You can click on any slice and assuming you havepermissions, open a deeper detailed view of the supporting cost data.

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1. On the CIO Dashboard in the top middle Report titled Monthly CostDistribution of IT Services, click on the dark blue applications pie slice.

Dashboard Drill Downs Cont'd - Cost Analysis

By click on a pie slice in the previous step, you have navigated to the cost analysisdashboard. Note: The name and types of reports provided by the cost analysis willvary with specific parent object you drilled down from. In our example, we selected theApplications slice in the Monthly Cost Distribution of IT Services from the previousstep

In this dashboard will be provided a deeper understanding of the costs. Lets review acouple key reports and then feel free to explore the other reports on this dashboards.

1. Look at Cost vs. Budget trend at the top of this dashboard, you can quicklyunderstand if a IT Service is continuously coming in on budget or is a repetoffender and missing projected budget month after month.

2. Look at YTD Cost vs. Budget Report at the top of the dashboard, notice how thearrow provide a simple data point on if an IT Service is on target year to date forprojects budget.

3. Finally lets look at Cost Breakdown By Cost Object Report in the middle left sideof the dashboard, this Report provide you with a linkage to the business servicesIT maps to, an understanding of which business services are driving the cost of ITServices up or down and impacting budgets. Note: You can drill down into any of

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the business services by clicking on a the underlined name and vRB will provide acost analysis from the perspective of the business service, feel free to explorethis drill down.

Below Section is An Optional Read: Additional details for the cost analysisdashboard reports

• Cost vs. Budget Trend - This composite report shows a monthly view of the topfive cost objects with the largest yearly cost, as a bar report, along with thebudget trend, as a line report, to illustrate the cost of this group compared to thebudget alignment each month.

• YTD Cost vs. Budget - This gauge report verifies the cost with respect to theestimated budget - whether it is over, under, or within the budget figures.

• Over/Under Recovery - This composite report tracks the YTD income and spendsums against the YTD accumulated amounts.

• Cost Breakdown by Cost Object - This table report shows a finance statussummary for the group’s cost objects.

• YTD Cost Breakdown by Cost Object - For the cost objects in the Cost Breakdownby Cost Object report, this pie chart illustrates the YTD contribution, bypercentage, of these cost objects to the total cost.

• Cost Driver Summary - For the selected cost groups, this table report displaysvarious cost, volume, and unit cost information. In this report, these cost objectsare cost drivers, or entities that pay, for the cost group that is the focus of thisdashboard.

• YTD Cost Driver Contribution - For the cost objects in the Cost Driver Summaryreport, this pie chart illustrates the YTD contribution, by percentage, of these costobjects to the total cost for the cost group that is the focus of this dashboard.

• Cost Allocation Summary - For the selected cost groups and dost objects, thistable report displays various cost, volume, and unit cost information. In thisreport, these cost objects are cost targets for the cost group that is the focus ofthis dashboard.

• YTD Cost Allocation Contribution - For the cost objects in the Cost AllocationSummary report, this pie chart illustrates the YTD contribution, by percentage, ofthe target cost objects to the total cost for the cost group that is the focus of thisdashboard.

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The CFO's View

Cost transparency that can be showcased amongst C-Suite peer is a top priority atRainpole this year.

Let's take a look at vRB Advanced from the CFO's point of view.

***In a non-lab scenario, the CIO and CFO would have individual accounts

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Navigate to the CFO Dashboard

At the top of the screen, you'll notice a menu bar with several options.

1. Click on the Cost Analysis drop-down arrow2. Select "CFO Dashboard"

Note: in an non-lab scenario the CFO would have an individual user account and theCFO dashboard can be configured to open a default landing dashboard.

The CFO's Dashboard

VMware vRealize Business has a dedicated CFO dashboard. You'll notice the look andfeel is a bit different from that of the CIO Dashboard, as the CFO view is designed toprovide a complementing financial view to the CIO Dashboard and to promote crossfunctional collaboration at the C-Suite level.

The key focus areas for the CFO's view in vRealize Business is tracking cost recoveryand project related expenses. Additionally, the CFO view has a clear table of datashowing the costs, prices, quantities, and trends of the services offered.

Lets cover a couple keys area of the CFO dashboard that we be used often:

1. Scroll to the top of the dashboard and focus on the Services Over / UnderRecovery by LOB. Depending on the date range you have selected you willeither see red bars meaning that IT is not charging a LOB enough or services aremore costly then they should be, or you will see blue bars meaning that a LOB isover paying for IT services or IT services costs are not what was projected.

2. Next lets look at the middle Report called Over / Under Recovery by Service, thisReport will help the CFO understand cost recovery on a per IT service basis, thiswould for example give the CFO insight into a situation with the Email Systemteam out of IT charging to must to the customers of IT.

3. Finally lets look at the CFO Cost Summary Report at the bottom left of thebrowser. The CFO can see the linkage of a IT service, like Client Computing andunderstand what technology cost object make up that service, as well as whichcost object are most direclty impacting cost recovery of a larger IT Service. An

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example would be virtual desktops lowering the cost for end user computing andthereby increasing the over recovery of client computing cost.

4. Just like for the CIO Dashboard you can drill down and get a deeperunderstanding as to the drivers and allocations of costs as it relates to objectselected. Feel free to play with the CFO dashboard, try changing the date andinvestigate the other out of the box reports.

Optional Section: Some other areas of the CFO Dashboard that may also be of intrest:

• Cost vs Budget Trend - This composite report shows a monthly view of the topfive accounts with the largest yearly cost, as a bar report, along with the budgettrend, as a line report, to illustrate the cost versus budget alignment each month.

• Cost vs Budget by IT Service - This table report shows a finance status summaryfor selected IT services with a new horizontal stacked bar report.

• Services Over/Under Recovery by LOB - This metric displays the YTD costrecovery of a service broken out by LOB.

• Observations - Observation Report displays top 5 observations of the cost objects.The observation rank is determined based on the budget and set threshold.

• YTD Cost versus Budget - This gauge report verifies the cost with respect to theestimated budget whether it is over, under, or within the budget figures.

• Over/Under Recovery by Service - This displays a new gauge report. The sum ofall drivers allocates to BUs by unit price versus the cost difference in percentageof these drivers.

• Cost Summary - The table reports cost, price for the month along with the unitcost and unit price per month and YTD.

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Executive Recap

To summarize, the robust reporting functionality in VMware vRealize Business Advancedallows the CIO and CFO of Rainpole, to track the company's IT spending in order toprovide accurate and detailed justification of costs. They are able to drill into a specificBusiness Unit or Service to see the costs associated with that BU or Service, analyzethose costs, and then inquire about these costs with the appropriate owner.

This ability allows for and opens up the lines of communication between finance,infrastructure, and operations teams to create a cohesive organization that efficientlymanages its costs so that the organizations stakeholders are assured to receive themost value out of the services they consume.

Logging Out As The Executive User Account

In the upper right hand corner of vRB click on the down arrow next to the person icon.

Click on Logout and you will be returned to the vRB Log In Page

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vRB Advanced - IT Finance ManagerExperienceUnderstanding vRB Cost Models

The IT Finance Manager at Rainpole is the administrator of the vRB system. Thisdesignation entails managing the growth and maturity of the system itself to keep inline with the maturity of the organization, ad hoc reporting for end users, useradministration, but ultimately IT Finance Manager owns the IT costing inside of vRBAdvanced.

Within vRB, IT costing is the process of mapping the connection between IT services andtheir underlying costs (drivers) using an intuitive graphical approach that enables TCOand unit cost tracking across all IT services. This process is managed from within vRBvia the IT Cost Model.

Lets log in as a IT Finance Manager and look at IT Cost Models, views and capabilitiesthat this role will likely be exposed to.

Logging into vRealize Business as the IT Finance Manager



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The vRealize Business Cost Model

At login a unique landing page is used this role. Notice there are several different areasof the system that this role can access. For this lab we are going to focus on costing.

1. Navigate to The Primary Cost Model by clicking "Primary Cost Model" in theCosting menu item.

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Cost Model Elements

The cost model is the central nervous system of vRB Advanced. This Cost Model is amulti-tiered set of cost objects and allocation rules that map the financial relationshipsbetween expenses, IT services, and service consumers.

This lab has costing detail from the general ledger and other source financial systems.The data sources help accurately allocate the high-level G/L costs to technical services,

business services and business units, using a process called “Activity Based Costing”.

Other systems that vRB can integrate with are CMDBs, Asset Systems, Time Tracking,PPM, Help Desk Solutions, Other Monitoring Systems, etc.

Cost Model Diagram

This cost model diagram illustrates how cost flow throughout the organization.

In this screen, we can see a cost model, with an overlay of the 5 general groups of itscost objects:

1. Expenses2. IT Categorization3. Technical Services4. Business Services5. Business Units

vRealize Business Advanced provides a simple way for users to create and modify a costmodel that illustrates the cost relationships in their business structure. Cost models canbe periodically modified by adding/deleting cost objects and changing dependencies to

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reflect the most current, or accurate, contributory relationships. Cost models are alsoused as a basis for budget planning.

Let's look at some key aspects.

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Expense Source

Expenses are the critical input to The Cost Model; The IT Financial Manager uses theexpense data to calculate the cost of all other cost model elements. Since the costmodel represents expense-allocation relationships, Expenses are the only entity thatinitially contain actual numeric costs and therefore are an integral part of the CostModel.

Groups and Objects

The cost model is comprised of a series of Cost Objects that can stand-alone, such asnames of individual servers, or added together to form Cost Group. For example, IT CostCenters is a Cost Group that could include the Cost Object Folders IT Operations, ITSolution Delivery, IT Strategy and Innovation, etc. Cost Groups appear in the Cost ModelDiagram as nodes with layered frames.

Cost Objects are entities associated with activity for which costs are incurred. The objectitself (a product, service, department, or other entity) may have expenses of its own.Conversely, its cost can be evaluated by applying Cost Allocation Rules to its CostDrivers.

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Allocation Methods

On the cost model:

1. Right click the Physical Servers Cost Group2. A menu will appear; select Allocation Settings3. Next to Allocation Method, Click on the "Change Allocation Method.." Link

vRealize Business is built with a robust set of allocation methods. As you learned earlierin this lab, these allocation methods can change month-over-month, allowing flexibilityin Rainpole's cost modeling that keeps up with the maturing organization. This screenshow the allocation methods possable.

4. Click Cancel on the Physical Server Allocation Method window and close the AllocationSettings Screen, returning you to the Cost Model screen.

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Review Allocations

In the cost model:

1. On the Physical Servers Cost Group, Click on the Cost Group's titled "PhysicalServers"

2. On the Physical Servers Allocation Window, notice that the dialog box shows youthe cost of each service as well as the percent of that cost that is being allocated,Click on the small pencil icon.

The Physical Server: Metrics Settings screen will appear. This is where you can changethe metric that will be used in the cost model, some options would be for exampleBudget, Forecast, Last Month Cost, Unit Cost, etc....

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Navigating a Populated Cost Model - Allocations

It is easy to interact with the cost model. Lets look at what a groups or objects areallocating cost:

1. Select the title of a cost object or group, a window will appear with list of objects2. Hover over the title bar of the window, arrows on either side of the window will

appear (Drivers and Allocations)3. Select Allocations, a new sub-window will appear revealing the allocations of the

object4. To drive deeper, hover over one of listed allocation objects and another arrow

next to this sub-window will appear5. Click on allocations again to reveal the next layer of dependent allocations and so

on....

Navigating Cost Model - Drivers

The navigation works in the opposite direction as well towards the drivers of cost to anobject. lets view the cost drivers using the cost model.

1. Select the title of a cost object or group, a window will appear with list of objects2. Hover over the title bar of the window, arrows on either side of the window will

appear (Drivers and Allocations)

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3. Select Drivers, a new sub-window will appear to the left revealing the drivers ofthe objects cost.

4. To drive deeper, hover over one of listed allocation objects and another arrownext to this sub-window will appear

5. Click on drivers again to reveal the next layer of feeding drivers and so on....

Time

The VMware vRealize Business Cost Model is dynamic enough that it can be managedon a monthly basis. This means that as the company matures their data, allocationmethods, or service offerings, so too will the cost model without having to wait until thenext year (calendar or fiscal) to make model changes.

Lets changing the date of the view for the cost model.

1. Notice at the top left side of the cost model screen, there is a calendar icon. Clickon this icon.

2. You will be prompted with a date selector, select a new month. Note: Lab historyis limited, in a real world scenario, historic data could go back several years ordecades.

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The data in the corresponding cost groups and cost object will automatically be updatedwith information relevant to that time frame.

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Cost Object Analysis

To understand the value of cost entities and their effect on your delivery costs, whatthese costs include, and how to work efficiently to minimize your costs, vRealizeBusiness Advanced provides access to individual analysis dashboards of each cost groupor object.

Lets explore how you would conduct this analysis:

1. From the Cost Model screen "right click" on The Client Computing Group Object.2. Select Cost Analysis.

This will open the Client Computing Cost Analysis Dashboard and using this report TheIT Finance Manager and better understand the cost vs. budget trend for the group objectover time, see a detailed breakdown of cost of each cost object within this cost group,and understand the cost drivers that feed into this cost object.

Recap For the IT Finance Manager Experience

Again.. the cost model is the bases for all dashboards and reports in vRB Advanced.Make a change here, adding new objects or changing the costs relationships, will

instantly update the views for users of the system.

Now that you have a understanding of Rainpole's cost model, it should be apparent thatRainpole's IT Finance Manager is positioned to succeed. Ongoing operationalmanagement of the system as company matures IT Financial Management processeshas been simplified with vRB Advanced.

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Logout of vRealize Business

Logout of vRB

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vRB Advanced - IT Finance ManagerBenchmarking ExperienceWith the business competition situation for Rainpole's industry ablaze, a tremendousamount of presure is being placed on the entire organization to reduce cost and makesmarter financially responsible decision making. The CIO and CFO challenged theirteams to answer two critical questions and report back “How we doing compared toothers?” and “Based on what others have been able to achieve, what are our biggestopportunities for improving the financial performance of IT?”

Rainpole's IT Service Level Administator is responsible for peer benchmarks and usingvRB Advanced will provide the critical objective evidence needed to indicate whereRainpole is today, where they could be in the future, and what paths could be taken toimprove IT.

VMware vRealize IT Benchmarking™ covers 18 Towers or Domains, 20 industries andmore than 3,500 metrics. VMware IT Benchmarking uses industry and functional peersto compare your costs to the costs of other firms in your industry and firms that matchyour IT footprint of scale and complexity. With integrated objective benchmarks, yourjourney will always be illuminated and your current progress always visible.

Lets explore the benchmarking module.....

Logging into vRealize Business as the IT Finance Manager



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Dashboard View

After logging in,

select "Benchmarking" from the drop down menu on the top right.

In the resulting "Benchmarking" screen, select the 'Benchmarking Dashboard' button.

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Benchmarking Analytics

In the top half of the out-of-the-box Benchmarking dashboard, selected towers (LaptopCost, Support Staff Cost, and Total Hardware Cost) are immediately visible for quickcomparison against Peer and Industry groups, as well as the Global average. In thebottom half of the Benchmarking dashboard, the data and key metrics are visible intabular form to provide a richer view of the Industry Averages and Variances.

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Tower Views

Take a closer look at the Help Desk tower, we see the key metric on the Y-axis is"Support Staff Cost" in dollars.

1. The dotted line that you see around the 5 million mark is the Help Deskbenchmark cost.

2. You can see that "Actual" is operating at the benchmark. Note: This view's datamay vary in lab from year to year as data viewed is the result of the date windowselected.

3. As we look to the right, the Peer group data is shown with three bars, the left isthe Bottom Quartile, the middle is the Average, and the right is the Top Quartile.

4. The same three data points are available for Industry group as well.5. For the Global comparison metric, we are presented with the Global Average.

You can also hover the mouse pointer over each bar to see the description as well as theamount.

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Change Report Metric

You can change the filter of each bar report and view graphic presentation of othermetrics.

1. Mouse hover the top of the Bar report frame and click on the pencil.2. Go to Filtering tab.3. Chose one of the metrics from the list4. Click on Generate

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Actual vs. Benchmark

The Actual vs. Benchmark tables take the chosen Tower and Metric for benchmarking,and show the Actual data for each metric compared to the Industry Average, as well asthe variance between the two. If we wanted to dig a little deeper to understand a trend

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for the year, and how it stacked up against the industry average, we would only have toclick on the number.

Let's look at the resulting Actual Vs. Benchmark Bar Report that is generated...

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Bar Report

In the resulting pop-out, you will see the actual/forecasted detail for the drill downselected, in the lab guides example we selected the Support Staff Cost, with twocomparison lines for the Industry Average, and Peer Average. From this screen, the userhas the option to Save, Send, Print, or Export the report.

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Save Report

When there is a specific report to which you want easy access, you can save it as anyname you choose, under any folder you desire.

Send Report

If we chose to send the report, we'd have two options: User or Group. We can add auser in the 'To' line by clicking on 'Add User...".

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Add User

In the resulting "Users" screen, we can select a user from the list to send the report.

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Print/Export Report

On the "Tools" dropdown menu, there are options to Print or Export the report. Withinthe Print menus, you can print all pages, or the current page view of the report. Inaddition, you can also preview the report before sending it to be printed.

Depending on the report type, you can export it to CSV, Excel, or Word for consumptionin another tool or inclusion in an Executive presentation.

By clicking on the "Print Preview..." option, you can view what a hard copy of the BarReport will look like.

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Print Preview

In the header, you see the Report Period, Aggregation Period, Start Date, any applicableFilters, and the Metric and Model IDs.

Benchmarking Recap

Using vRB's Benchmarking capabilities, we've discovered how easy it is to compareRainpole's performance against that of It's peers. Using two groups of benchmarkingdata, Industry Averages and Peer Groups, we are able to gain different views of wherethe company stands - what may have room for improvement, as well as the areas thatthe company is a true leader.

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Logout of vRB

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Module 4 - ApplicationRationalization with vRBAdvanced - (15 Minutes)

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Module OverviewThanks to vRealize Business Advance cost models being fully populated the RainpoleCIO is much better positioned to understand cost pain points of his IT organization. Inan attempt to further increase the value of IT to the business, the CIO will shift budgetsfrom operational expense to revenue generating innovation investment. With supportfrom CEO, CFO and CPO, the CIO sponsors an organization wide Rainpole executes aApplication Rationalization project to free up FTEs and infrastructure assets for newinnovation focused projects and services. This project required direct involvement withfinance and procurement teams, using vRB Advance was used and Finance andProcurement teams offered support by an updatinged the vRB cost models withlicensing costs and counts as well as other pertinent data. Ultimately the cross-functional team was set on a path to accomplish this monumental effort with concretedata and reasonable prioritization based on validated financial and infrastructuralimpact.

In this Module, you will learn move about the dashboard and reports used to create arecommendation for consolidation, retirement, or migratation or update.



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About vRealize Business Advanced

vRealize Business IT Financial Management (ITFM) is a set of Software as a Service(SaaS) business applications that automate key processes for vRealize Business andalso provides on-site deployment. The vRealize Business ITFM product includes:

• IT Costing• IT Demand Management and Budget Planning• IT Showback and Chargeback• IT Cost Optimization• Vendor Manager• SLA Manager

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Supporting Terminology (Optional Read)

Cost Model

• A Cost Model a multi-tiered set of allocation rules that map the financialrelationships between Expenses and other objects within the Organization. Thisrelationship reveals the entities that drive the cost of other entities and theentities to which cost is passed.

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• A Cost Model Node represents an entity in the Organization for which the ITController wants to examine costs. Nodes can represent company departments,groups of expenses such as Labor or services such as Email.

Elements In the Cost Model

• Expense Sources – Expense Source is the element through which costs areentered to the system and drive the input cost to the model. *A Cost Model cancontain multiple Expense sources to represent different General Ledgers,accounts, etc.

• Cost Group – when a few cost objects can be grouped together this will berepresented in the model by an Expense Group. This type of element can containmultiple cost objects

• Cost Object – when a cost object is not grouped with other objects we can add asingular cost object to have it represented in the Cost Model

• Allocation Rule – Method of directing costs from one object or group to anotherobject or group.

Expense Source

• Expenses are the critical input to all Cost Models; the IT Financial Manager usesExpense data to calculate the cost of all other Cost Model elements.

• Expenses are the only entity that initially contain actual numeric costs• The Expenses node is included automatically in the Cost Model Diagram• Every element (Object/Hierarchy/Group) in the Cost Model should either have

Expenses directly linked to it or indirectly linked via other elements.

Cost Groups

• Cost Group is a collection of Cost Objects.• Objects can be stand-alone, such as names of individual Servers, or folders that

contain other Cost Objects.• For example, Cost Centers is a Cost Group that could include the Cost Object

Folders IT Security, Database Team, Storage Products, etc• Cost Groups appear in the Cost Model Diagram as nodes with layered frames.

Cost Object

• Cost Objects are entities associated with the Organization’s activity for whichcosts are incurred.

• The object itself (a product, service, department, or other entity) may haveexpenses of its own.

• Cost can be evaluated by applying Cost Allocation Rules to its Cost Drivers.

Allocation Methods

• Percentage• Usage

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• Relationship• By property• Unit Cost• Unit Price• Weighted

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Building an Application RationalizationRecommendationEnsure Lab Status is Ready

As a first step please ensure that in the lower right hand corner of the CONTROLCENTERDesktop, Lab Status = "Ready"

Opening vRealize Business Advanced

Double click on the Firefox Shortcut on the desktop of the CONTROLCENTER and selectthe VMware vRB Adv / Ent bookmark.

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Logging Into vRealize Business As a Application Managerof RainPole



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Rainpole's Application Rationalization Dashboard

At login as the IT Application Manager you will notice that your home screen isconfigured to Rainpole's Application Rationalization Dashboard.

This Dashboard provides a comprehensive view of the most interesting candidateapplication services that would benefit from some change, whether it's a considerationto update, maintain, migrate, promote, retire, replace, or consolidate.

Lets review the framelets of this dashboard and the types of information they provide.

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Application Portfolio Management Summary

This framelet provides a view of Rainpole's applications, it shows what each applicationsbudget variance is either over/under set budget, whether or not the application ismaking good use of rainpole owned licenses, and each application services heath ratio;which is the number of logins before a ticket is raised, low ratios indicate more frequentsupport issues.

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App License Utilization - Least Utilized Apps

This framelet uses a bar chart to idenify the applications which have the lowest usagecompared to the amount of licensed entitlements that Rainpole ownes.

From this framelet The IT Application Manager can see which application servicesRainpole is loosing out on the company's licensing investments.

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Apps With Most Tickets

This framelet highlights the application services with the highest amount of tickets andgrouped by the impact to business.

From this framelest the IT Application Manager can better understand whichapplications are the most challenging to support.

Application Services Cost Allocations

The middle section of the Application Rationalization Dashboard focus on the cost,budget and allocation cost to business units that consume the application services.

Rainpole's IT Application Manager will use these framelets to understand which appservices are missing budget commitments and which business units are financially tiedto the costs of each application service.

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Application Services Cost Drivers

The bottom section of the Application Rationalization Dashboard focus on the cost thatare driving the applications services to be over or under budget.

Rainpole's IT Application Manager will use these framelets to understand why appservices are missing budget commitments, how each application service contribues tothe tool cost of all applications and which business units are the largest consumers ofthe application services.

Recommendation and Summary

Leveraging the vRealize Business Advance Application Rationalization Dashboard the ITApplication Manager has all the information that is needed to devise a plan of attack forall outlier applications at Rainpole. Lets look at two examples:

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SmartSearch Application

First, in the Application Portfolio Management, take a look at the SmartSearchapplication. You'll notice that from a cost perspective, this application is significantlyunder budget. If we were to look at costs alone when determining which apps need ourprioritized attention, we may not address this application first, given that otherapplications are significantly over budget.

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SmartSearch Application (cont.)

Notice further that the license utilization is very low, only 7% of licenses that Rainpoleowns are being used. Additionally, the Health Ration (which is the measure of thenumber of logins that take place before a ticket of any kind is submitted) is extremelylow, at 1.53. Essentially, this means that of the few people using the application, everytwo users will submit a support ticket. Not a very good track record for an application.

Lets drill into this application to learn more.

Click on SmartSearch.

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SmartSearch Application Drillto

The subsequent dialog box shows us more details: Cost v. Budget, Tickets by Severity(with drills to ticket data), and customer satisfaction. Notice, the satisfaction rating forthis app, as you might expect based on other metrics we've reviewed is very low. Theresults: the system recommends we Retire or Replace this application.

This data together gives us a clear picture of the overall state of the Applications thatour customers use and allows us to lean on the data to make informed and actionabledecisions.

Close the dialog box to return to the Application Rationalization Dashboard

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Ceridian Application

Lastly, lets look at the Ceridian Application in the Application Portfolio Managementframelet.

Notice that it performs a little better than SmartSearch, and that it has a differentrecommendation: Consolidate.

Drill into Ceridian.

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Ceridian Drillto

As with SmartSearch, when we drill into Ceridian, we are able to view more details toget the full picture of health of the app. Lets focus on the Number of Versions of thisapplication in use.

Drill into the value next to '# of Versions".

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Ceridian Drillto (cont.)

The subsequent dialog box shows that there are three active versions of the sameapplication, all with active users. Additionally, the useful life and actual age of eachversion are provided, allowing management to know where to begin to consolidateusers onto a single version. Doing so reduces the maintenance costs often associatedwith carrying older versions of applications or software.

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Logout of vRB

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Module 5 - Service LevelManagement with vRB

Enterprise - (30 Minutes)

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Module OverviewSince the inception vRealize Business Advance at Rainpole over 1 year ago, leadershipis satisfied with the types of services IT is delivering. That said the completive nature ofthe audio appliance industry has heated up, turns out the competition has also makinginvestments in IT and brining new innovations to market. In a recent board meeting theCEO is considers offloading certain IT services to outsourcing companies to provide saleCRM, Payroll, and Telephony services to Rainpole. The CIO as The Broker Of IT ensurethe board that outsourcing will be more expensive and that no outsourcing company candeliver at the same price and service level of internal IT. After the board meeting theCIO approves a project to upgrade from vRealize Business Advance to Enterprise for itsservice level management abilities. vRB Enterprise will provide the lines of businesswith SLA dashboards to go along with thier Bill of IT; this new level of transparency willput to rest, that Internal IT is meeting the agreed upon service levels set by thebusiness at a price point that is fair.

In this Module you will learn how vRB Enterprise delivers Service Level Management.We will create a new agreement and walk thought a line of business dashboard that

shows IT is on target.



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About vRealize Business Enterprise

vRealize Business IT Financial Management (ITFM) is a set of Software as a Service(SaaS) business applications that automate key processes for vRealize Business andalso provides on-site deployment. The vRealize Business ITFM product includes:

• IT Costing• IT Demand Management and Budget Planning• IT Showback and Chargeback• IT Cost Optimization• Vendor Manager• Service Level Management

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Service Level ManagementWith vRealize Business’s service level management and vendor managementcapabilities, you can better understand the trade-off between cost and quality and runIT more like a business.

• Visually define, collect and manage service levels and operational compliance/quality metrics in the context of IT services.

• Create and manage workflows to orchestrate, track and approve agreements,commitments and sign-offs and capture auditable adjustments.

• Alert when an SLA, OLA, KPI or UC commitment is in danger of being missed.• Publish monthly service reports and booklets covering performance, along with

root cause and business impact reports to identify remedial action.• Automatically track, validate and manage vendor invoices on an ongoing basis

against contract terms, actual spending and service performance/value metrics.

Rainpole to implement SLM with vRB Enterprise

After going through the path of Private Cloud Cost management and IT FinanceManagement, Rainpole IT is now in a position where they track are cost, doing costoptimization, plan their budget based on future demands and chargeback the BUs fortheir usage.

As the IT runs like a business, the BUs start to refer it as a business. On the last meetingwith management execs the CIO heard a requirement to reveal IT performance andprovide SLA for the BUs.

The CIO set a meeting with VMware team and decide to extend his vRB license toEnterprise and include SLM in it.

Rainpole SLA's

The decision made by Rainpole team is to start monitor their support organization toinsure tickets are getting response on time and resolved on time and also trackApplication Availability.

Rainpole team has provided the new SLA's created between IT and the BUs andprovided 6 months of data to to work with. Please continue and check what VMwareteam already configured.

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Module Hands on

In this module you'll review the current compliance report and will add to customersagreement 2 Business Rules and ste the thresholds, then you'll upload ticketing dataand review the results

Login into vRB Enterprise

On the Control Center Desktop, Please open Firefox browser.

In the toolbar please click on vRB Enterprise.

Login into vRB Enterprise

Please type user credentials and click login


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The Compliance Report

As a SLM Admin the system takes you to the SLM module and directly to the Compliancereport.

The Compliance report is the main result view of all Business Rules, each Business Rulerepresent a SLA between vendor and customer. Business Rules (BR) has two thresholds:

1. Minimum2. Expected

For example a SLA of severity 1 tickets statements that the response time for severity 1tickets must be less than 15 minutes and 99.9% of these tickets type will comply tothat. If a vendor is not comply to that and the result of a business rule breach thethreshold he might need to credit his customer. From other hand if BR hits the expectedtarget all the time (above 99.9% in the case discussed) he can get a bonus.

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Compliance Report Results

Please review the results of Application Availability and Helpdesk Tickets. For each BRthere's Minimum target and Expected Target and the result of specific month. In thiscase last 6 months.

Click on the result (when less then 100%) will drill down to the BR details. For exampleclick on Ticket results will open dialog window with Tickets details.

1. Click on current month result for Incident Resolution - Critical2. Close dialog window and click on the graph icon of the same Business Rull3. Close the dialog Box and click on Clarity Availability results of April 2015 (or any

other month that didn't hit 100%)

As you can probably noticed Clarity had issues lately and seems like the support team isnot trained enough to dill with those issues.

Agreements

vRB Enterprise managed Business Rules through Agreements. You can create aCustomer agreement if you're provider or a Provider Agreement if you'r a customer -managing your providers.

In this case you are the provider and your customers are the Business Units in Rainpolecorporate.

You can create more than one agreement, for example, as a provider you can createmaster agreement with SLA that all your customers have and then create specificagreement for each customer which will inherit from the master. This way you dont haveto repeat the same effort over and over again.

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Customer Agreement

Please navigate to Agreement List

Customer Agreement

In this list there is one active agreement. This is your agreement with the entirecorporate.

Please click on the agreement name

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Modify Agreement

Modifying agreement is possible, in order to do that you need to create new revision.this way the system track changes and you can trace what has changed on eachrevision. Of course there's only one active revision. Once you activate a new revision theprevious one will be revoked.

In the current revision (3), there are 18 Business Rules all of them are from typePerformance. Those are the most common business rules.

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Add new Revision

On the current revision there are 14 Application Availability BRs and 4 Incidents BRs forseverity 1 and 2. Lets add another two BRs of Severity 3.

1. Please Click on Duplicate2. Click Yes on the message box

A new draft revision has created, you can now modify it

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Add new Business Rules

Please click on Business Services

Add new Business Rules

Please expend the Help Desk tree and click on Help Desk Instance

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Duplicate an existing Business Rule

1. Check the BR Inc. Resolution - High2. Click Duplicate

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Modify BR Properties

Change the SLO (Service Level Objective) name and Reference ID

1. Change the name into Inc. Resolution - Normal2. Change the Reference ID into INC_RES_NORMAL

Modify BR Threshold

Please change the Statement parameters and Thresholds.

1. In the Statement change severity to Normal2. Change Time to Resolve to 8 hours3. Change Minimum Target to 854. Change Expected Target to 905. Click Duplicate

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New Business Rule - Inc. Response - Normal

To create new BR, please repeat the last 3 steps you just did, but this time duplicate in.Response BR.

1. Check Inc. Response - High and uncheck all other BRs2. Click Duplicate

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Modify BR Properties

Change the SLO (Service Level Objective) name and Reference ID

1. Change the name into Inc. Resolution - Normal2. Change the Reference ID into INC_RES_NORMAL

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Modify BR Threshold

Please change the Statement parameters and Thresholds.

1. In the Statement change severity to Normal2. Change Time to Response to 3 hours3. Change Minimum Target to 854. Change Expected Target to 905. Click Duplicate

Go back to the agreement

Now after creating two additional BR you can validate and activate the revision andcheck the results.

Please go back to the agreement.

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1. Click on Agreements > Agreement List2. Click on Customer Agreement - Corporate

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Validate the revision

Validate the revision

1. Select revision 42. Change the Valid Start Date to 3 months ago, choose the first day of the month.3. Click on Validate4. Click Yes to save, if a message box appears

All BRs need to have q weight of 100, as you didn't create all of them yet you'll get awarning message, the conflict is with the dates of the previous revision, the system willchange the End date of it and it will solve the conflict.

Please click 'Close' to close the dialog box

Activate the Revision

To Activate the revision please click on Activate.

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You'll get the same message as before, just click Activate again and close thesuccessfully message box.

Check the previous revision

The new revision - revision 4 - is the active one, please select revision 3 and check it gotthe right End Date and changed to History.

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Trigger the SLM process flow

In order to see result with the new BRs you just created, you need run a flow thatcalculate tickets time and thresholds. Usually those flows are scheduled and tun everynight, in this case a flag was created in order to trigger it.

If you don't see your left menu please expose the left pane and expend Admin folder

Check the new BRs results

To trigger the batch:

1. Click on SLM Trigger Flag2. Click on the Edit Icon under 'Trigger the Batch?'3. On the drop down list select 'Yes'4. Click Save

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Please wait 2 minutes for the flow to complete. As this flows runs usually at night andtriggered by batchs, there's no indication in the UI to show when it completes. howeversystem administrators can trace the progress of the flow.

Check the Compliance Report

If two minutes have past, please navigate to the Compliance report

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Compliance Report

The new BRs are appearing in the Compliance report.

What's next?

As you see Rainpole is in a process of implementing new SLM project and already cansee results. The next steps for Rainpole is to complete creating all Business Rules. TheCIO can get now a better insight to level of service the IT provides to corporate andwhere he should invest in order to improve the service. This is another step that willhelp the CIO run the IT as a service and stay competitive in today world.

End of Module 5

Congratulations!!

You've completed module 5....

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ConclusionThank you for participating in the VMware Hands-on Labs. Be sure to visithttp://hol.vmware.com/ to continue your lab experience online.

Lab SKU: HOL-SDC-1611

Version: 20160719-070507

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http://hol.vmware.com/