Lva1 App6892 PDF
Lva1 App6892 PDF
Today’s Topics
IT Organizations Current Challenges
IT Organization focus Today vs Tomorrow
Service & IT Service Management
ITIL
History
Problem Definition
WHY ITIL
Ten Core processes of ITIL
Service Lifecycle
Key Concepts to understand
CORE ITSM Components
Today’s Topics
•Service Strategy
•Service Design
•Service Transition
•Service Operation
•Continual Service Improvement
•Benefits of These Core Components
•Change Management Process explained in ITIL
•Helpdesk Management Process explained in ITIL
•Benefits of ITSM
•Conclusions and Recommendations
IT Organization Current Challenges
Increasing Business Performance
Business Challenges
Improving ROI
Drivers
Competition for High High
visibility of
for Customers
Quality IT failure
Services
User
Requirements
SERVICE
What is an IT Service?
An "IT Service" is a set of IT-related functions (HW & SW)
Needs
Cost Quality
Key Elements
Customer / End Users Service Manager / Team
Problem Management
Software
PROCESS PRODUCTS
Capacity Planning Tools / Technology
Configuration
Management
PARTNERS
Project Manager / Team Suppliers / Outsourcers
ITIL : Information Technology Infrastructure Library
ITIL
Version 1 ITIL
10+30 books Version 2
2+N books ITIL
Version 3
British civil
service 2+N books
The Netherlands
Rest of the
world
Defining the Problem
WHY ITIL? Because IT is critical to the Busin
ITIL is process-oriented
Leaders
People
Middle mgmt
Roles
ITIL
Employees
Traditionally
Subtasks
Problem
Management
Service Desk
Release
Service Support Management
Configuration
Management
Service Management
Change
Management
Service Level
Management
Availability
Management
Service
Continuity
Management
Financial
Management
SERVICE STRATEGY
What are we going to provide?
Can we afford it?
Can we provide enough of it?
How do we gain competitive advantage?
Perspective
Vision, mission and strategic goals
Position
Plan
Pattern
Must fit organisational culture
SERVICE STRATEGY HAS FOUR ACTIVITIES
Resources
Things you buy or pay for
IT Infrastructure, people, money
Tangible Assets
Capabilities
Things you grow
Ability to carry out an activity
Intangible assets
Transform resources into Services
SERVICE PORTFOLIO MANAGEMENT
Critical Change
Customer
operational Response
Responsibilities
periods Times
Types of SLA
• Service-based
– All customers get same deal for same services
• Customer-based
– Different customers get different deal (and
different cost)
• Multi-level
– These involve corporate, customer and service
levels and avoid repetition
Right Capacity, Right Time, Right Cost!
• This is capacity management
• Balances Cost against Capacity so minimises
costs while maintaining quality of service
Is it available?
• Ensure that IT services matches or exceeds
agreed targets
• Lots of Acronyms
– Mean Time Between Service Incidents
– Mean Time Between Failures
– Mean Time to Restore Service
• Resilience increases availability
– Service can remain functional even though one or
more of its components have failed
ITSCM – what?
• IT Service Continuity Management
• Ensures resumption of services within agreed
timescale
• Business Impact Analysis informs decisions
about resources
– E.g. Stock Exchange can’t afford 5 minutes
downtime but 2 hours downtime probably wont
badly affect a departmental accounts office or a
college bursary
Standby for liftoff...
• Cold
– Accommodation and environment ready but no IT
equipment
• Warm
– As cold plus backup IT equipment to receive data
• Hot
– Full duplexing, redundancy and failover
Information Security Management
• Confidentiality
– Making sure only those authorised can see data
• Integrity
– Making sure the data is accurate and not
corrupted
• Availability
– Making sure data is supplied when it is requested
Service Transition
Build
Deployment
Testing
User acceptance
Bed-in
Good service transition
Set customer expectations
Enable release integration
Reduce performance variation
Document and reduce known errors
Minimise risk
Ensure proper use of services
Some things excluded
Swapping failed device
Adding new user
Installing standard software
Knowledge management
Vital to enabling the right information to be provided at
the right place and the right time to the right person to
enable informed decision
Stops data being locked away with individuals
Obvious organisational advantage
Data-Information-
Knowledge-Wisdom
Data Information Knowledge Wisdom
- who, what , where? - How? - Why?
Application
Release Data Document
Data
Configuration
Definitive
Management
Media Library
DB
BASELINE
A Baseline is a “last known good configuration”
But the CMS will always be a “work in progress” and
probably always out of date.
Current configuration will always be the most recent
baseline plus any implemented approved changes
Change Management – or
what we all get wrong!
Respond to customers changing business requirements
Respond to business and IT requests for change that will
align the services with the business needs
Roles
Change Manager
Change Authority
Change Advisory Board (CAB)
Emergency CAB (ECAB)
80% of service interruption is caused by operator error
or poor change control (Gartner)
Change Types
Normal
Non-urgent, requires approval
Standard
Non-urgent, follows established path, no approval needed
Emergency
Requires approval but too urgent for normal procedure
Change Advisory Board
Change Manager (VITAL)
One or more of
Customer/User
User Manager
Developer/Maintainer
Expert/Consultant
Contractor
CAB considers the 7 R’s
Who RAISED?, REASON, RETURN, RISKS, RESOURCES,
RESPONSIBLE, RELATIONSHIPS to other changes
Release Management
Release is a collection of authorised and tested changes
ready for deployment
A rollout introduces a release into the live environment
Full Release
e.g. Office 2007
Delta (partial) release
e.g. Windows Update
Package
e.g. Windows Service Pack
Phased or Big Bang?
Phased release is less painful but more work
Deployment can be manual or automatic
Automatic can be push or pull
Release Manager will produce a release policy
Release MUST be tested and NOT by the developer or
the change instigator
Service Operation
• Maintenance
• Management
• Realises Strategic Objectives and is where the
Value is seen
Processes in Service Operation
• Incident Management
• Problem Management
• Event Management
• Request Fulfilment
• Access Management
Functions in Service Operation
• Service Desk
• Technical Management
• IT Operations Management
• Applications Management
Service Operation Balances
A B
Reactive Proactive
Responsiveness Stability
Cost Quality
Internal External
Incident Management
• Deals with unplanned interruptions to IT
Services or reductions in their quality
• Failure of a configuration item that has not
impacted a service is also an incident (e.g.
Disk in RAID failure)
• Reported by:
– Users
– Technical Staff
– Monitoring Tools
Event Management
• 3 Types of events
– Information
– Warning
– Exception
• Can we give examples?
• Need to make sense of events and have
appropriate control actions planned and
documented
Request Fulfilment
• Information, advice or a standard change
• Should not be classed as Incidents or Changes
• Can we give more examples?
Problem Management
• Aims to prevent problems and resulting incidents
• Minimises impact of unavoidable incidents
• Eliminates recurring incidents
• Proactive Problem Management
– Identifies areas of potential weakness
– Identifies workarounds
• Reactive Problem Management
– Indentifies underlying causes of incidents
– Identifies changes to prevent recurrence
Access Management
• Right things for right users at right time
• Concepts
– Access
– Identity (Authentication, AuthN)
– Rights (Authorisation, AuthZ)
– Service Group
– Directory
Service Desk
• Local, Central or Virtual
• Examples?
• Single point of contact
• Skills for operators
– Customer Focus
– Articulate
– Interpersonal Skills (patient!)
– Understand Business
– Methodical/Analytical
– Technical knowledge
– Multi-lingual
• Service desk often seen as the bottom of the pile
– Bust most visible to customers so important to get right!
Continual Service Improvement
• Focus on Process owners and Service Owners
• Ensures that service management processes
continue to support the business
• Monitor and enhance Service Level
Achievements
• Plan – do –check – act (Deming)
Service Measurement
• Technology (components, MTBF etc)
• Process (KPIs - Critical Success Factors)
• Service (End-to end, e.g. Customer Satisfaction)
• Why?
– Validation – Soundness of decisions
– Direction – of future activities
– Justify – provide factual evidence
– Intervene – when changes or corrections are needed
Benefits of ITIL Service Strategy
Alignment of new & changing services to
organizational strategy
Supports business cases for investment
Resolves conflicting demands for services
Improves service quality by strategic planning
Ensures that organizations can manage the costs
and risks associated with their Service Portfolios
Benefits of ITIL Service Design
Agreeing service level agreements with
internal departments and external third
party suppliers
Measuring IT quality in business terms
Reduced total cost of ownership
Improved quality/consistency of service
Improved IT governance
More effective Service Management
Benefits of ITIL Service Transition
Align the new or changed service with the
Organization’s requirements & business
operations
Ability to adapt quickly to new service
requirements
Improved success rate of changes
Improved organisational agility and flexibility
Provides a consistent & rigorous framework for
evaluating the service capability & risk before a new
or changed service is released
Benefits of ITIL Service Operation
• Delivering & managing services at agreed
levels to Organizational customers & users
• Management & monitoring of the technology
that is used to deliver & support services
• Management of Incidents, including Major
Incidents, & ensuring recovery of service
• Ensuring the appropriate IT organisation is in
place to support the overall service
requirements of the Organization
• Cost-effective Service Delivery
Benefits of ITIL Continual
Service Improvement
Commitment to ongoing service quality
Ongoing improvements to service & supporting
processes
Review & implementation of appropriate
business-focused service measures
ROI (Return on Investment)
VOI (Value on Investment)
Continual improvement becomes part of
“Business as Usual”
Change Management process explained
in ITIL
Service level
Change mgmt
mgmt
Capacity mgmt
Config.
mgmt IT service Availability mgmt
cont mgmt
Goal
Change manager
Change coordinator
Change Advisory Board (CAB)
Change mgr, Service Level mgr, repr/service desk,
repr/problem mgmt, management, business rep, user
reps, development rep, system administrators, vendor
reps.
CAB/Emergency Commitee (CAB/EC)
Only the most essential members of CAB.
Activities
RFC submission, Recording
Rejection,
Acceptance; filtering RFCs possibly
new RFC
Classification, category and priority
Yes Urgent
Urgent?
Configuration mgmt processes info
procedures
Planning; Impact and Resources
and monitors the status of CIs
Build Test
Coordination
No
Implement Working Start back-out
plan
Priority: Categories
Low (postponable) Low impact
Normal Significant impact
High Great impact
Urgent (must do now)
Planning and Acceptance
Key notions:
Build Iterative process
Should be tested in a
laboratory
Holistic view: SW, HW,
Test docs, procedures etc…
RFC is the plan that
controls the changes
Implement No change without a
RFC
Evaluation
Performance indicators:
Reports: No of changes pr time
Number of changes pr unit.
time unit and pr CI Avg time to perform a
Overview of origin for change
changes and RFCs No of rejected changes
No of successful changes No of incidents that can
No of back-outs be related to changes
No of incidents that can No of back-outs
be related to changes Costs related to changes
Graphs and trends Share of changes that is
within time and budget
Input and output
FSC (forward schedule of change)
FSC
RFC
Triggers for
Change other proc
mgmt
CMDB
History
Reports
THE ROLE OF THE HELPDESK
Single
point of
entry
IT-sysadmin- Customers
Helpdesk E-mail
staff
Physical
access
Telephone
Web
Porjects Interrupt- Chat
controlled
SINGLE POINT OF ENTRY – WHY
Location
An area where lots of people pass by
Preferably a neutral area
Interior:
Sufficient room (space and air)
Friendly colors and furniture
No ’hang-arounds’, ’old friends’ or ’pentioneers’
HOW MUCH STAFF IS SUFFICIENT?
Students: 300-2000
ISP: 5000-50000
Location Focus
“Nobody” read the
documentation
Timing
Briefness
Docs must be
Especially designed Repetition
Variation
Problem
Closure
Symptom
Fixing Final
Error message feedback
1 minute 1 hour
First feedback
Note: the times
given is just Analysis
examples for 10 minutes
discussion
INCIDENTS IN A HELPDESK
Priority
Ownership
Connect similar cases
Contact-info and Close old cases
customer info
Dispatch cases
Timestamps
Refs to CIs Make statistics
Status
Search in old cases
Categorizations
History Prioritize between
cases
Escalate cases
PRIORITY AND PARAMETERS
Open In work