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© Square Mile Systems 1 Communicating Configurations Configuration management principles, practices, processes and tools Robert Cowham & David Cuthbertson Services Director Managing Director Square Mile Systems

Communicating configurations - visualizing IT service maps and other configurations

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This presentation looks at techniques for communicating configurations of IT infrastructure. This includes data center rack diagrams, floor plans, network topology diagrams and ITIL service maps. Understand how a business services depends on the underlying applications, databases, virtual and physical machines. Communicate the potential impact of a server fault on applications and services.

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Page 1: Communicating configurations - visualizing IT service maps and other configurations

© Square Mile Systems

1

Communicating Configurations

Configuration management principles,

practices, processes and tools

Robert Cowham & David Cuthbertson

Services Director Managing Director

Square Mile Systems

Page 2: Communicating configurations - visualizing IT service maps and other configurations

Agenda

• What are the key things to communicate?

• How are configurations communicated today?

• What types of diagrams/reports work well?

• What challenges do we face?

• Useful tools and techniques

© Square Mile Systems 2

Page 3: Communicating configurations - visualizing IT service maps and other configurations

Square Mile Systems Background

UK based – Cirencester, Glos.

• Sister company - AssetGen

Develop toolsets and techniques for documenting complex IT infrastructure

Focus areas

• Data center & connectivity management

• Application and service mapping

• Application lifecycle and release management

• Automated documentation techniques

• Infrastructure visualisation using Visio

Industry Roles

• BCS CMSG Chair and committee member

Fixed Infrastructure(Cabling, Power, Cabinets, Rooms, Buildings)

Hardware InfrastructurePCs, Network, Servers, UPS, Storage, Other

Virtual InfrastructurePCs, Network, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

Page 4: Communicating configurations - visualizing IT service maps and other configurations

Configuration Management Scope

Fixed Infrastructure(Cabling, Power, Cabinets, Rooms, Buildings)

Hardware InfrastructurePCs, Network, Servers, UPS, Storage, Other

Virtual InfrastructurePCs, Network, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

Hardware Items

& builds

Interfaces

Operating Systems

Installed Packages

Source Code

(binaries)

Web code

Environment

Prod/Test/DRDatabases &

Data

Documents

Service

Definitions

Page 5: Communicating configurations - visualizing IT service maps and other configurations

Different Teams, Different Focus

Service

Management

CMDB/CMS

Data

Centre

Networks

LAN/SAN

Applications

Servers

Mid range

Mainframe

Systems

Fixed Infrastructure(Cabling, Power, Cabinets, Rooms, Buildings)

Hardware InfrastructurePCs, Network, Servers, UPS, Storage, Other

Virtual InfrastructurePCs, Network, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

Page 6: Communicating configurations - visualizing IT service maps and other configurations

Configuration Management Basics

• What have you got?

• Where is it?

• When was it/will it be changed?

• What was changed?

• Who did it and why?

• What is/will be part of this baseline/release?

• Change - Impacts/Dependencies/Risks?

© Square Mile Systems 6

Page 7: Communicating configurations - visualizing IT service maps and other configurations

What’s in a Name?

© Square Mile Systems 7

Trading system:

• Forex

• FourX

• XXXX

Which is right?

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© Square Mile Systems 8

Enterprise Architecture – Zackman Framework

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Enterprise Architecture

© Square Mile Systems 9

Page 10: Communicating configurations - visualizing IT service maps and other configurations

Hierarchical Structures

© BCS CMSG 10

Page 11: Communicating configurations - visualizing IT service maps and other configurations

Understanding Structures

© Square Mile Systems 11

Page 12: Communicating configurations - visualizing IT service maps and other configurations

An alternative view

© Square Mile Systems 12

Page 13: Communicating configurations - visualizing IT service maps and other configurations

© AssetGen Limited

13

Different views of a serverClaims

Processing

Payment Module

ACCOUNTS

Accounts Module

SVRWIN001

Accounts

Payable

Accounts

Receivable

PAYROLL

Sage Payroll

Payroll

SW-BHAM-

CORE1

SW-BHAM-

CORE2

SW-BHAM-01 SW-BHAM-03 SW-BHAM-05 SW-BHAM-02SW-BHAM-04SW-BHAM-06

UK_BIRM_UX01 UK_BIRM_UX02 UK_BIRM_UX09 UK_BIRM_UX04UK_BIRM_UX05 UK_BIRM_UX03 UK_BIRM_UX06 UK_BIRM_UX07 UK_BIRM_UX08 UK_BIRM_UX10

99999

99999

UK_BIRMCC_PDU1

UK_BIRMCC_PDU2

PWR01-

03-A

PWR01-

04-A

PWR01-

05-A

PWR01-06-

A

PWR01-

07-A

PWR01-

03-B

PWR01-04-

B

PWR01-05-

B

PWR01-06-

B

PWR01-07-

B

UK_BIRM_UX01 UK_BIRM_UX02 UK_BIRM_UX09 UK_BIRM_UX10 UK_BIRM_UX03 UK_BIRM_UX04

UK_BIRM_UX05

UK_BIRM_UX06

UK_BIRM_UX07

UK_BIRM_UX08

PP01-02-01

RTR-BHAM-01

PWR01-02-A

PWR01-02-B

NTU-BHAM-01

NTU-TEST03

Floor Plan

Rack Position

Service impact

Power Supply

Network Connections

BLAD E_BIR M 01

UK

_B

IRM

01

_B

LA

DE

-01

UK

_B

IRM

01

_B

LA

DE

-02

UK

_B

IRM

01

_B

LA

DE

-03

UK

_B

IRM

01

_B

LA

DE

-04

BL

AD

E-B

IRM

01

.BL

AD

E-S

W1

BL

AD

E-B

IRM

01

.BL

AD

E-S

W2

UK

_B

IRM

01

_B

LA

DE

-05

UK

_B

IRM

01

_B

LA

DE

-09

UK

_B

IRM

01

_B

LA

DE

-10

UK

_B

IRM

01

_B

LA

DE

-12

H/W Build

Page 14: Communicating configurations - visualizing IT service maps and other configurations

Dependencies/Impacts

© Square Mile Systems 14

“Top Down” “Bottom Up”

Page 15: Communicating configurations - visualizing IT service maps and other configurations

Real World Complexity

Page 16: Communicating configurations - visualizing IT service maps and other configurations

Virtualisation doesn’t make it easier!

Page 17: Communicating configurations - visualizing IT service maps and other configurations

Impact Analysis Made Simple

© Square Mile Systems 17

1 2

3

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Visio Diagrams Can Support Many Views

© Square Mile Systems 18

Page 19: Communicating configurations - visualizing IT service maps and other configurations

Show the Cabinet Function

© Square Mile Systems 19

Page 20: Communicating configurations - visualizing IT service maps and other configurations

More Views – Power / Capacity

© Square Mile Systems 20

2 views of

the same

cabinets

with

different

icons

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What do other teams need from us?

© Square Mile Systems 21

Page 22: Communicating configurations - visualizing IT service maps and other configurations

What do other teams need from us?

© Square Mile Systems 22

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Publishing Configurations

© Square Mile Systems 23

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Visio diagram saved for the web

© Square Mile Systems 24

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With data graphics

© Square Mile Systems 25

Page 26: Communicating configurations - visualizing IT service maps and other configurations

Linking Multiple Data Sources

• Avoid duplication of data between systems

– Multiple update problem

• Embedding references (URLs or equivalents)

• Example - Visio hyperlinks to

– Other Visio diagrams

– Excel/Word

– URLs

© Square Mile Systems 26

Page 27: Communicating configurations - visualizing IT service maps and other configurations

Methods of Publishing Configurations

Existing Tools with

Configuration Data

• CMDBs

• Service Desks

• DCIM

• SCM

• Discovery systems

• Monitoring

• Deployment

Other tools

• HTML pages

• Wikis

• SharePoint

• Document Management

Systems

• Other Content Management

Systems

© Square Mile Systems 27

• N.B. the answer is not…

Email

Page 28: Communicating configurations - visualizing IT service maps and other configurations

Challenges

• Data vs Information

– Linking data sources

– Standardisation of output formats

• Clarity of data ownership

• Organisational structures

• Project vs Operational Documents

– Business as usual vs Investing for the future

• Tooling support

© Square Mile Systems 28

Page 29: Communicating configurations - visualizing IT service maps and other configurations

Things we do that may help

• AssetGen Connect

– SQL/Visio system for data centers, networks etc

• AssetGen SysMap

– SQL/Visio system for application/service mapping

• Free Visio Addin

– Speeds up Visio diagram automation and

publishing

www.squaremilesystems.com/products/

© Square Mile Systems 29

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Connect and SysMap

© AssetGen Limited

30

Fixed Infrastructure(Cabling, Power, Cabinets, Rooms, Buildings)

Hardware InfrastructurePCs, Network, Servers, UPS, Storage, Other

Virtual InfrastructurePCs, Network, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

AssetGen Connect

AssetGen SysMap

SQL Server platform

Page 31: Communicating configurations - visualizing IT service maps and other configurations

© Square Mile Systems 31

Questions?

Contact details:

Robert Cowham, Square Mile Systems

[email protected]

+44 7785 292 719

David Cuthbertson

[email protected]

+44 7717 883 177