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The Operations View… An Operation Manager’s perspective on Change, Configuration and Release Management (c) Seriti Consulting – BCS CMSG 2009 1 14/06/2009
Who am I and Who are you? Why are we here today? How Ops see you... Some “Ops Mgr Rules”... Some Operations Requests... Some examples of tools Summary Questions? 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 2 Agenda
Stephen Thair MBCS CITP MBA 19 years IT experience in Australia (9yrs) and UK (10yrs) Development, Support, Technical Architecture etc 3 yrs as Operations Manager for Totaljobs Group 1 yrs as Operations Manager for TSL Education Seriti Consulting – web operations and performance consulting 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 3 Who am I?
Who are you? Hands up... Who is a Change / Configuration / Release (CCR) Manager? Who is a Operations Manager? My definition of "Operations Manager“... "the person who gets it in the neck when the servers/applications/systems go down" (c) Seriti Consulting – BCS CMSG 2009 4 14/06/2009
Why are we here? The 3 Conference Objectives... getting more from what you’ve got! cost and risk of not controlling environments (virtualised, end-to-end, testing, etc.) how the benefits of being in control can be measured and communicated to the organisation. The ITIL Objectives... “ITIL is a top-down, business driven approach to the management of IT Services that specifically addresses the strategic business value generated by the IT organisation and the delivery of high quality IT services. ITIL is designed to focus on the people, processes and technology issues that IT organisations face.” – ITIL Official Website (c) Seriti Consulting – BCS CMSG 2009 5 14/06/2009
Why are we here? (2) But why do we have Change / Configuration / Release Management at all? The Answer as always is CIA  Confidentiality Integrity Availability We have these disciplines to help the Operational staff do their job better and to deliver a better service to the business so that the business can be more productive and make more profit (c) Seriti Consulting – BCS CMSG 2009 6 14/06/2009
How “we” see “you”... Are you a hurdle we have to jump? Or are you the lubricant that makes everything run smoothly? Or worse... (c) Seriti Consulting – BCS CMSG 2009 7 14/06/2009
The worst case scenario... 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 8
Part of the problem or part of the solution? What happens if you are seen negatively? We will ignore or workaround the CCR processes And we'll get away with it for two reasons As long as we are delivering on the service and we don't mess up a change, all we are going to get is a slap on the wrist (unless it's a high-security environment)  And unless you have automated configuration management tools you probably won't even know... (c) Seriti Consulting – BCS CMSG 2009 9 14/06/2009
Ops Manager rule #1 “CCR without automated configuration management is “optional”” How much “Hidden Change” goes on inside your organisation? (c) Seriti Consulting – BCS CMSG 2009 10 14/06/2009
The Four Quadrants of Change Unsuccessful Authorised Un-Authorised Successful (c) Seriti Consulting – BCS CMSG 2009 11 14/06/2009
Rules #2, #3, #4... No-one likes someone watching over their shoulder...  AKA the “Big Brother” Rule You get the marketing wrong...  AKA the “FUD Marketing” Rule Where are you when we need you? AKA the “Dial 999 rule” (c) Seriti Consulting – BCS CMSG 2009 12 14/06/2009
Rule #2 – “Big Brother” No-one likes someone looking over their shoulder – that’s just a fact of life... Ops people interpret it as "you guys don't trust us to do our jobs properly so we have to get everything approved" Which is arrogant because everyone makes mistakes... Especially someone who is "less technical" than they are... (c) Seriti Consulting – BCS CMSG 2009 13 14/06/2009
Rule #3 – “FUD Marketing” FUD Marketing FUD will get your budget signed off But all the Ops people will hear is "blah blahblah" Marketing 101 Tailor your message to the audience You need to sell the vision just as much to the Operations people as to the IT Executive... and you can't use the same slide deck... (c) Seriti Consulting – BCS CMSG 2009 14 14/06/2009
Rule #4 – “Dial 999” Ask yourself the question... When something goes wrong does your change / release / configuration management system help your front line staff fix the problem? And if not, why not? (c) Seriti Consulting – BCS CMSG 2009 15 14/06/2009
Some Operations Requests... Always ask yourself "How does this help us deliver better IT services to our Customers?" And NOT "How can I implement a Change / Release / Configuration Management Process“ A set of processes and tools that help us do our job better Help us transition changes into Production, not stand in the way Help in dealing with the business sponsors Getting it approved and signed-off Help in translating Tech speak to Business 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 16
Help us with Information! Can you answers these questions quickly and easily? What changed on server XYZ today? What fixes where in the release last week (down to the file level?) If something has gone wrong on server XYZ what applications are affected and who do I need to notify (RACI Matrix?)? Can I get a up to list of all the servers running IIS in my data center  with their CPU, RAM, Disk, OS version and patch level in under 30 secs? If I want to roll out Change XYZ across 100 servers how do "your" processes help me do that? What changes are planned on the Bank Holiday Monday in August? (c) Seriti Consulting – BCS CMSG 2009 17 14/06/2009
Standard Changes Rule!  Work on the “standard change” list! ITIL has the concept of a standard change but rarely have I seen it implemented effectively If it is something that has been done successfully many times and/or will incur no service impact (due to redundancy etc) then make it a standard change and let people get on with the job! "If this change goes wrong will it have a material impact on the service to customers?" If the answer is no - make it a "standard change" (c) Seriti Consulting – BCS CMSG 2009 18 14/06/2009
Integration... Change, Configuration and Release should work together smoothly... AND Be integrated with Incident / Problem! Can I go from an Incident to a Change and updating the CMDB in 2-3 clicks? AND Be integrated with the configuration/CMDB automation “Closed loop change” (c) Seriti Consulting – BCS CMSG 2009 19 14/06/2009
Some concrete examples Configuration Management Configuresoft ECM Service Management www.service-now.com Closed-Loop Change (c) Seriti Consulting – BCS CMSG 2009 20 14/06/2009
Configuresoft ECM 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 21
Why I like ECM Comprehensive depth of coverage Database-driven = fast reports Agent-based Only delta’s sent over the wire = less network traffic Web UI – all I need is a browser Lots of pre-canned templates for different compliance regimes =  ECM-driven change remediation = “fix the ones that are different” 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 22
Service-Now.com 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 23
Why I like Service-Now SaaS no infrastructure to worry about Access it from anywhere Web UI Easy customisation from the UI No hordes of developers required “One stop stop” – ITIL in a box Integrated CMDB... 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 24
The “Holy Grail” 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 25
Summary What matters is Confidentiality, Integrity and Availability... To deliver IT services to the Business so that the business can deliver service to its customers & clients Operations are the people who ultimately have to deliver that service So please make sure that your Change, Configuration and Release processes enable us to do our jobs BETTER   (c) Seriti Consulting – BCS CMSG 2009 26 14/06/2009
Any Questions? 14/06/2009 (c) Seriti Consulting - TextExpo 27
If you have any questions around  Web site operations & management Web Performance Tuning Near-shore development & functional testing Email me – Stephen.Thair@SeritiConsulting.com Connect with me on LinkedIn http://www.linkedin.com/in/stephenthair  Contact Details – Seriti Consulting 14/06/2009 (c) Seriti Consulting - TextExpo 28

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Configuration Management - The Operations Managers View

  • 1. The Operations View… An Operation Manager’s perspective on Change, Configuration and Release Management (c) Seriti Consulting – BCS CMSG 2009 1 14/06/2009
  • 2. Who am I and Who are you? Why are we here today? How Ops see you... Some “Ops Mgr Rules”... Some Operations Requests... Some examples of tools Summary Questions? 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 2 Agenda
  • 3. Stephen Thair MBCS CITP MBA 19 years IT experience in Australia (9yrs) and UK (10yrs) Development, Support, Technical Architecture etc 3 yrs as Operations Manager for Totaljobs Group 1 yrs as Operations Manager for TSL Education Seriti Consulting – web operations and performance consulting 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 3 Who am I?
  • 4. Who are you? Hands up... Who is a Change / Configuration / Release (CCR) Manager? Who is a Operations Manager? My definition of "Operations Manager“... "the person who gets it in the neck when the servers/applications/systems go down" (c) Seriti Consulting – BCS CMSG 2009 4 14/06/2009
  • 5. Why are we here? The 3 Conference Objectives... getting more from what you’ve got! cost and risk of not controlling environments (virtualised, end-to-end, testing, etc.) how the benefits of being in control can be measured and communicated to the organisation. The ITIL Objectives... “ITIL is a top-down, business driven approach to the management of IT Services that specifically addresses the strategic business value generated by the IT organisation and the delivery of high quality IT services. ITIL is designed to focus on the people, processes and technology issues that IT organisations face.” – ITIL Official Website (c) Seriti Consulting – BCS CMSG 2009 5 14/06/2009
  • 6. Why are we here? (2) But why do we have Change / Configuration / Release Management at all? The Answer as always is CIA Confidentiality Integrity Availability We have these disciplines to help the Operational staff do their job better and to deliver a better service to the business so that the business can be more productive and make more profit (c) Seriti Consulting – BCS CMSG 2009 6 14/06/2009
  • 7. How “we” see “you”... Are you a hurdle we have to jump? Or are you the lubricant that makes everything run smoothly? Or worse... (c) Seriti Consulting – BCS CMSG 2009 7 14/06/2009
  • 8. The worst case scenario... 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 8
  • 9. Part of the problem or part of the solution? What happens if you are seen negatively? We will ignore or workaround the CCR processes And we'll get away with it for two reasons As long as we are delivering on the service and we don't mess up a change, all we are going to get is a slap on the wrist (unless it's a high-security environment) And unless you have automated configuration management tools you probably won't even know... (c) Seriti Consulting – BCS CMSG 2009 9 14/06/2009
  • 10. Ops Manager rule #1 “CCR without automated configuration management is “optional”” How much “Hidden Change” goes on inside your organisation? (c) Seriti Consulting – BCS CMSG 2009 10 14/06/2009
  • 11. The Four Quadrants of Change Unsuccessful Authorised Un-Authorised Successful (c) Seriti Consulting – BCS CMSG 2009 11 14/06/2009
  • 12. Rules #2, #3, #4... No-one likes someone watching over their shoulder... AKA the “Big Brother” Rule You get the marketing wrong... AKA the “FUD Marketing” Rule Where are you when we need you? AKA the “Dial 999 rule” (c) Seriti Consulting – BCS CMSG 2009 12 14/06/2009
  • 13. Rule #2 – “Big Brother” No-one likes someone looking over their shoulder – that’s just a fact of life... Ops people interpret it as "you guys don't trust us to do our jobs properly so we have to get everything approved" Which is arrogant because everyone makes mistakes... Especially someone who is "less technical" than they are... (c) Seriti Consulting – BCS CMSG 2009 13 14/06/2009
  • 14. Rule #3 – “FUD Marketing” FUD Marketing FUD will get your budget signed off But all the Ops people will hear is "blah blahblah" Marketing 101 Tailor your message to the audience You need to sell the vision just as much to the Operations people as to the IT Executive... and you can't use the same slide deck... (c) Seriti Consulting – BCS CMSG 2009 14 14/06/2009
  • 15. Rule #4 – “Dial 999” Ask yourself the question... When something goes wrong does your change / release / configuration management system help your front line staff fix the problem? And if not, why not? (c) Seriti Consulting – BCS CMSG 2009 15 14/06/2009
  • 16. Some Operations Requests... Always ask yourself "How does this help us deliver better IT services to our Customers?" And NOT "How can I implement a Change / Release / Configuration Management Process“ A set of processes and tools that help us do our job better Help us transition changes into Production, not stand in the way Help in dealing with the business sponsors Getting it approved and signed-off Help in translating Tech speak to Business 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 16
  • 17. Help us with Information! Can you answers these questions quickly and easily? What changed on server XYZ today? What fixes where in the release last week (down to the file level?) If something has gone wrong on server XYZ what applications are affected and who do I need to notify (RACI Matrix?)? Can I get a up to list of all the servers running IIS in my data center with their CPU, RAM, Disk, OS version and patch level in under 30 secs? If I want to roll out Change XYZ across 100 servers how do "your" processes help me do that? What changes are planned on the Bank Holiday Monday in August? (c) Seriti Consulting – BCS CMSG 2009 17 14/06/2009
  • 18. Standard Changes Rule! Work on the “standard change” list! ITIL has the concept of a standard change but rarely have I seen it implemented effectively If it is something that has been done successfully many times and/or will incur no service impact (due to redundancy etc) then make it a standard change and let people get on with the job! "If this change goes wrong will it have a material impact on the service to customers?" If the answer is no - make it a "standard change" (c) Seriti Consulting – BCS CMSG 2009 18 14/06/2009
  • 19. Integration... Change, Configuration and Release should work together smoothly... AND Be integrated with Incident / Problem! Can I go from an Incident to a Change and updating the CMDB in 2-3 clicks? AND Be integrated with the configuration/CMDB automation “Closed loop change” (c) Seriti Consulting – BCS CMSG 2009 19 14/06/2009
  • 20. Some concrete examples Configuration Management Configuresoft ECM Service Management www.service-now.com Closed-Loop Change (c) Seriti Consulting – BCS CMSG 2009 20 14/06/2009
  • 21. Configuresoft ECM 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 21
  • 22. Why I like ECM Comprehensive depth of coverage Database-driven = fast reports Agent-based Only delta’s sent over the wire = less network traffic Web UI – all I need is a browser Lots of pre-canned templates for different compliance regimes = ECM-driven change remediation = “fix the ones that are different” 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 22
  • 23. Service-Now.com 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 23
  • 24. Why I like Service-Now SaaS no infrastructure to worry about Access it from anywhere Web UI Easy customisation from the UI No hordes of developers required “One stop stop” – ITIL in a box Integrated CMDB... 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 24
  • 25. The “Holy Grail” 14/06/2009 (c) Seriti Consulting – BCS CMSG 2009 25
  • 26. Summary What matters is Confidentiality, Integrity and Availability... To deliver IT services to the Business so that the business can deliver service to its customers & clients Operations are the people who ultimately have to deliver that service So please make sure that your Change, Configuration and Release processes enable us to do our jobs BETTER  (c) Seriti Consulting – BCS CMSG 2009 26 14/06/2009
  • 27. Any Questions? 14/06/2009 (c) Seriti Consulting - TextExpo 27
  • 28. If you have any questions around Web site operations & management Web Performance Tuning Near-shore development & functional testing Email me – Stephen.Thair@SeritiConsulting.com Connect with me on LinkedIn http://www.linkedin.com/in/stephenthair Contact Details – Seriti Consulting 14/06/2009 (c) Seriti Consulting - TextExpo 28

Editor's Notes

  1. My wife is also the test manager at EMI Music, so I get this stuff at home, too.
  2. So our AIM is to deliver “High Quality IT Services”
  3. So how exactly does CCR fit into this?We can’t deliver High quality services without ensuring CIA...Because best-practice says that “doing it this way will improve the quality of the service you deliver”...
  4. We will ignore & work around it... Because we can...And we’ll get away with it...
  5. If you don’t know what gets changed... Why should we tell you? The way I like to see it is as 4 quadrants
  6. Authorised & successful = managed change – everyone is happyAuthorised & unsuccessful = rollback – still no problemsUn-authorised and unsuccessful = generally means an incident will be raised because something goes wrong...Successful and un-authorised = hidden change that you might never know about... How big is the “Hidden Change” quadrant in your organisation... And how would you go about finding out...
  7. 3 more rules we can discuss...
  8. Shoulder to Shoulder – not “over the shoulder”...Which leads neatly onto #2 and why the Compliance approach immediately sets up the wrong message...
  9. BASEL II,
  10. The first question we ask ourselves (or the user) is “has anything changed”? But rarely do (in my experience) do the CCR systems help...Some Defences...Prior Planning Prevents (P***)-Poor PerformanceThe process helps stop errors before they occurBut from the Ops Guys perspective "You slow me down all the time but when I really need your help the process is useless"..."But we make them have a rollback plan...“ is pretty weak
  11. So lets talk about some concrete examples of the sort of tools/systems that make an Operations Manager happy...
  12. Tell me what’s changed, help me to change it, prove that I changed it correctly...
  13. We’ve talked about how we see CCR managersThe Four Ops Mgr rulesThe importance of Automation and “hidden change”The “big brother rule” – shoulder to shoulder, not over the shoulder...The FUD marketing rule – different audience, different marketing strategy please!The Dial 999 rule – how can you helpOperations requirementsHelp us deliver customer serviceSmooth the transition to Production!Deal with the businessHelp us with informationStandard changes – if it ain’t risky, pre-approve itIntegration rulzSome example toolsECMService-Now.com
  14. Ok, here is one for you – (compliance to one side) – “if you threw out all the change, configuration and release processes that you currently have in place at your organisation do you think that there would be a significant impact on the service delivery of IT to your business”? – and how long would that take to eventuate?
  15. Email Steve – Stephen.Thair@SeritiConsulting.com