Metadata and IT service management
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Metadata and IT service management

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    Metadata and IT service management Metadata and IT service management Presentation Transcript

    • Metadata and IT service management Charlie Betz Accenture
    • What we will cover
      • A brief history & analysis of this word “metadata”
      • Comparison and contrast of metadata repository, CMDB, and other sources of structured IT information.
      • CMDB data architecture
      • Technical and organizational issues
      • Integrated, ERP-like solutions for IT
    • What is “metadata”?
      • A view from the data analysis community:
      • “ Metadata describes critical elements of data scattered across the organization.” (Jahn)
    • The data dictionary
    • The data dictionary in context What databases is this data structure in? What servers are they on? What programs depend on this data? What data feeds contain this data structure? Over what middleware are they flowing, and where are they going?
    • Scope, scope, scope
      • All of the following are metadata according to current metadata experts
      • Software portfolio (application inventory)
      • IT assets (hardware inventory)
      • File, database, object, class, and component definitions
      • Business process documentation
      • Organizational structure as it relates to IS system control (e.g., data stewardship, business process ownership)
      • Data transformations
      • Batch job operations
      • Data quality statistics
      • Software configuration management
    • Configuration management according to ITIL
      • The Configuration Management system
        • identifies relationships between an item that is to be changed and any other components of the infrastructure,
        • thus allowing the owners of these components to be involved in the impact assessment process.
      • Whenever a Change is made to the infrastructure,
        • associated Configuration Management records should be updated in the CMDB.
        • Where possible, this is best accomplished by use of integrated tools that update records automatically as Changes are made.
    • Scope of CMDB
      • From ITIL Service Support volume:
      • Infrastructure servers
      • Mainframes
      • Customer and supplier databases [why stop there?]
      • Operational environments and applications supporting regulated business systems
      • Mission-critical services
      • Desktop builds and software licences
      • Networks.
      • Items that could affect regulatory compliance for the organisation
      • EDI and database feeds, e.g. payroll feeds
      • External interfaces to trading partners, suppliers, Customers and business partners
      • Interfaces to branches with Customer systems
    • Other possible CMDB data sources
      • From ITIL Service Support volume:
      • Requirements analysis and design tools, systems architecture and CASE tools
      • Database management audit tools
      • Document-management systems
      • Distribution and installation tools
      • Comparison tools
      • Build and release tools
      • Installation and de-installation tools
      • Compression tools
      • Listing and configuration baseline tools
      • Audit tools (also called 'discovery' or 'inventory' tools)
      • Detection and recovery tools
      • Reporting tools
    • From the ITIL data management volume (back-catalog)
      • “ A corporate repository is a store house for all the data definitions of the complete corporate data model for access by all its authorized users…. UNIX, DEC VAX, PC and other environments use the concept of a Configuration Management Database …”
    • Metadata repository vs. CMDB Unstable state. There is strong pressure to converge! Config, change, incident, problem, release, etc. This is the BIG difference!
    • Configuration management that’s not about metadata
      • Desktops have rarely if ever been of interest to metadata administrators
      • Metadata is typically not integrated with management frameworks
        • Perhaps this should change!
      • Metadata has been historically weak in process
        • Assumes that someone else has been keeping it up to date
    • Can my metadata repository also be a CMDB?
      • Possibly, but…
        • Most ITIL suites integrate at least change, config, and incident.
        • More convenient, but also greater vendor lock-in.
      • Stand-alone CMDBs can exist
        • One can decouple the CI inventory from process applications through unique IDs (e.g. URLs/URIs)
        • Your repository starts to turn into an OLTP tool; be ready
    • Repository as CMDB - 2 Are you ready for complex data? Simple data Complex data
    • Challenges of complex data
      • Deep inheritance from highly abstract supertypes
      • Recursion (trees and networks)
      • Many many-manys
      • All of the above result in object/relational mapping layers in advanced repository products
      • Industry standards…
    • The CMDB requirements
      • “ Configuration structures should describe the relationship and position of CIs in each structure… CIs should be selected by applying a decomposition process to the top-level item using guidance criteria for the selection of CIs. A CI can exist as part of any number of different CIs or CI sets at the same time… The CI level chosen depends on the business and service requirements.
      • “ Although a 'child' CI should be 'owned' by one 'parent' CI, it can be 'used by' any number of other CIs…
      • “ Components should be classified into CI types…Typical CI types are: software products, business systems, system software.…
      • The relationships between CIs should be stored so as to provide dependency information. For example, … a CI is a part of another CI[,] … a CI is connected to another CI [,] … a CI uses another CI…”
    • Configuration item definition
      • Per ITIL: The CM team is to "set up CI types, attributes, types of relationships, high-level CIs."
      • Defining types and valid dependencies is metamodeling
      • Difficult, abstract task for CMDB admins
      • Risks re-inventing metamodel wheel when standards exist
    • Naïve CMDB metamodel
      • Far too close to the data modeler’s inside joke
      • Doesn’t scale! SQL databases can’t optimize…
      • Seek out your company’s data architecture group! (You’ll probably need the most senior person to assist in assessing/setting up your CMDB.)
    • Problems of unconstrained any to any
      • Columns can contain databases, tables can contain servers, and so on.
      • Logical consequence: “black belt” team emerges
      • Can’t outsource data entry
      • HP just introduced constraint architecture
      • Need standards!
    • Challenge your vendors!
      • If I define an service CI, and a server CI, can I prevent my CMDB admins from putting the service inside the server?
      • If I define a hard drive CI, and an application CI, can I prevent my CMDB admins from making the application directly dependent on the hard drive?
      • The technical data management term is “constraints.” Does your tool support them?
    • Trying to make sense of the enterprise IT world
      • IT Governance
      • Portfolio Management
        • Project Portfolio Management
        • Application Portfolio Management
        • IT Portfolio Management
      • IT Service Management
        • Change
        • Incident
        • Config
        • Asset
        • Release
        • Capacity
        • Continuity
        • … more
      • Standards
        • ITIL, COBIT, CMM, TOGAF, IEEE/ISO/ANSI, …
      • Business Service Management
      • Enterprise Architecture
      • Configuration Management
      • Application/Technology Relationship Mapping
      • Application Profiling/Reverse Engineering
      • IT Discovery
      • Data & Metadata Management
    • The IT value chain
    • Simplified convergence
    • The IT tools vendor cyclone Most are silos Tremendous data redundancy Limited interoperability and/or standards Great risk of lock-in!
    • The internal IT tools mess
    • The tools mess 2
      • Most shops do not build these interfaces, resulting in disparate internal IT data and IT service inefficiency
      • They are VERY TOUGH tools-level programming
      • WE NEED STANDARDS!
    • The standards convergence Metadata Process
    • Conclusions
      • Look for opportunities for data re-use in IT
      • Don’t underestimate the difficulty of defining the CI metamodel
      • Or building interfaces between internal IT tools
      • Challenge your vendors for understandable, standard data models more detailed than “any to any.”
      • Start paying attention to the standards wars
    • Resources
      • www.erp4it.com Charlie’s weblog
      • www.itil.co.uk official ITIL website
      • http://www.ogc.gov.uk/index.asp?id=1000364 ITIL publications
      • www.itsmf.com ITSMF international
      • http://en.itsmportal.net/ ITSM portal
      • http://www.itilpeople.com independent ITIL portal
      • http://www.tso.co.uk/itil/ Back catalog, including data management volume
      • www.dmtf.org Distributed Management Task Force, standards organization focusing on detailed metamodels for operational IT
      • www.dcml.org Data Center Markup Language, essentially a new DMTF competitor
      • www.omg.org Standard metamodels from a development perspective