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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
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
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 Infrastructure
PCs, Network, Servers, UPS, Storage, Other
Virtual Infrastructure
PCs, Network, Servers, Storage, DBMS
Applications
PC, server, mainframe, SOA
Services
End user, infrastructure, supplier
Business Processes
Departmental, Company
Configuration Management Scope
Fixed Infrastructure
(Cabling, Power, Cabinets, Rooms, Buildings)
Hardware Infrastructure
PCs, Network, Servers, UPS, Storage, Other
Virtual Infrastructure
PCs, Network, Servers, Storage, DBMS
Applications
PC, server, mainframe, SOA
Services
End user, infrastructure, supplier
Business Processes
Departmental, Company
Hardware Items
& builds
Interfaces
Operating Systems
Installed Packages
Source Code
(binaries)
Web code
Environment
Prod/Test/DR
Databases &
Data
Documents
Service
Definitions
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 Infrastructure
PCs, Network, Servers, UPS, Storage, Other
Virtual Infrastructure
PCs, Network, Servers, Storage, DBMS
Applications
PC, server, mainframe, SOA
Services
End user, infrastructure, supplier
Business Processes
Departmental, Company
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
What’s in a Name?
© Square Mile Systems 7
Trading system:
• Forex
• FourX
• XXXX
Which is right?
© Square Mile Systems 8
Enterprise Architecture – Zackman Framework
Enterprise Architecture
© Square Mile Systems 9
Hierarchical Structures
© BCS CMSG 10
Understanding Structures
© Square Mile Systems 11
An alternative view
© Square Mile Systems 12
© AssetGen Limited
13
Different views of a server
Claims
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
BLADE_BIRM 01
UK_BIRM01_BLADE-01
UK_BIRM01_BLADE-02
UK_BIRM01_BLADE-03
UK_BIRM01_BLADE-04
BLADE-BIRM01.BLADE-SW1
BLADE-BIRM01.BLADE-SW2
UK_BIRM01_BLADE-05
UK_BIRM01_BLADE-09
UK_BIRM01_BLADE-10
UK_BIRM01_BLADE-12
H/W Build
Dependencies/Impacts
© Square Mile Systems 14
“Top Down” “Bottom Up”
Real World Complexity
Virtualisation doesn’t make it easier!
Impact Analysis Made Simple
© Square Mile Systems 17
1 2
3
Visio Diagrams Can Support Many Views
© Square Mile Systems 18
Show the Cabinet Function
© Square Mile Systems 19
More Views – Power / Capacity
© Square Mile Systems 20
2 views of
the same
cabinets
with
different
icons
What do other teams need from us?
© Square Mile Systems 21
What do other teams need from us?
© Square Mile Systems 22
Publishing Configurations
© Square Mile Systems 23
Visio diagram saved for the web
© Square Mile Systems 24
With data graphics
© Square Mile Systems 25
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
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
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
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
Connect and SysMap
© AssetGen Limited
30
Fixed Infrastructure
(Cabling, Power, Cabinets, Rooms, Buildings)
Hardware Infrastructure
PCs, Network, Servers, UPS, Storage, Other
Virtual Infrastructure
PCs, Network, Servers, Storage, DBMS
Applications
PC, server, mainframe, SOA
Services
End user, infrastructure, supplier
Business Processes
Departmental, Company
AssetGen Connect
AssetGen
SysMap
SQL Server platform
© Square Mile Systems 31
Questions?
Contact details:
Robert Cowham, Square Mile Systems
robert.cowham@squaremilesystems.com
+44 7785 292 719
David Cuthbertson
david.cuthbertson@squaremilesystems.com
+44 7717 883 177

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Communicating configurations - visualizing IT service maps and other configurations

  • 1. © Square Mile Systems 1 Communicating Configurations Configuration management principles, practices, processes and tools Robert Cowham & David Cuthbertson Services Director Managing Director Square Mile Systems
  • 2. 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
  • 3. 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 Infrastructure PCs, Network, Servers, UPS, Storage, Other Virtual Infrastructure PCs, Network, Servers, Storage, DBMS Applications PC, server, mainframe, SOA Services End user, infrastructure, supplier Business Processes Departmental, Company
  • 4. Configuration Management Scope Fixed Infrastructure (Cabling, Power, Cabinets, Rooms, Buildings) Hardware Infrastructure PCs, Network, Servers, UPS, Storage, Other Virtual Infrastructure PCs, Network, Servers, Storage, DBMS Applications PC, server, mainframe, SOA Services End user, infrastructure, supplier Business Processes Departmental, Company Hardware Items & builds Interfaces Operating Systems Installed Packages Source Code (binaries) Web code Environment Prod/Test/DR Databases & Data Documents Service Definitions
  • 5. 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 Infrastructure PCs, Network, Servers, UPS, Storage, Other Virtual Infrastructure PCs, Network, Servers, Storage, DBMS Applications PC, server, mainframe, SOA Services End user, infrastructure, supplier Business Processes Departmental, Company
  • 6. 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
  • 7. What’s in a Name? © Square Mile Systems 7 Trading system: • Forex • FourX • XXXX Which is right?
  • 8. © Square Mile Systems 8 Enterprise Architecture – Zackman Framework
  • 12. An alternative view © Square Mile Systems 12
  • 13. © AssetGen Limited 13 Different views of a server Claims 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 BLADE_BIRM 01 UK_BIRM01_BLADE-01 UK_BIRM01_BLADE-02 UK_BIRM01_BLADE-03 UK_BIRM01_BLADE-04 BLADE-BIRM01.BLADE-SW1 BLADE-BIRM01.BLADE-SW2 UK_BIRM01_BLADE-05 UK_BIRM01_BLADE-09 UK_BIRM01_BLADE-10 UK_BIRM01_BLADE-12 H/W Build
  • 14. Dependencies/Impacts © Square Mile Systems 14 “Top Down” “Bottom Up”
  • 17. Impact Analysis Made Simple © Square Mile Systems 17 1 2 3
  • 18. Visio Diagrams Can Support Many Views © Square Mile Systems 18
  • 19. Show the Cabinet Function © Square Mile Systems 19
  • 20. More Views – Power / Capacity © Square Mile Systems 20 2 views of the same cabinets with different icons
  • 21. What do other teams need from us? © Square Mile Systems 21
  • 22. What do other teams need from us? © Square Mile Systems 22
  • 24. Visio diagram saved for the web © Square Mile Systems 24
  • 25. With data graphics © Square Mile Systems 25
  • 26. 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
  • 27. 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
  • 28. 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
  • 29. 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
  • 30. Connect and SysMap © AssetGen Limited 30 Fixed Infrastructure (Cabling, Power, Cabinets, Rooms, Buildings) Hardware Infrastructure PCs, Network, Servers, UPS, Storage, Other Virtual Infrastructure PCs, Network, Servers, Storage, DBMS Applications PC, server, mainframe, SOA Services End user, infrastructure, supplier Business Processes Departmental, Company AssetGen Connect AssetGen SysMap SQL Server platform
  • 31. © Square Mile Systems 31 Questions? Contact details: Robert Cowham, Square Mile Systems robert.cowham@squaremilesystems.com +44 7785 292 719 David Cuthbertson david.cuthbertson@squaremilesystems.com +44 7717 883 177

Editor's Notes

  1. Each team needs data for their own processes and the way they manage thingsCut across layersWhat each team needs is different to the othersIn order to understand and manage change you need to understand your own environment and othersYou will never find a system to do all of these – and indeed shouldn’t look for itWhat’s role of CM – managing
  2. Seems so simple, and yet we so often come up against problems and issues just for thisExample of service catalog for multi-million contract where there was no master list, and among several hundred there was duplication and inconsistency
  3. Release with multiple changes
  4. Release with multiple changes
  5. Do people have access to other tools (security, licensing, training etc)