Preface |
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xv | |
Introduction: How to Use This Book |
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xvii | |
About the Authors |
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xxiii | |
Acknowledgments |
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xxv | |
Section 1 Failure Is Not An Option |
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Chapter 1 The Odds Are Against You |
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3 | (10) |
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4 | (1) |
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Who Should Care About a CMDB System? |
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5 | (1) |
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6 | (1) |
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6 | (1) |
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OK, So Are the Odds Really Against You? |
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6 | (1) |
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Voices from the Industry, Voices from the Trenches |
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7 | (3) |
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8 | (1) |
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Not Understood and Not Communicated |
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9 | (1) |
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9 | (1) |
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No Resources and High Costs |
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9 | (1) |
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Resistance to ITIL Can Also Be a Factor |
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9 | (1) |
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9 | (1) |
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10 | (1) |
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Back to the Drawing Board? |
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10 | (1) |
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Framing the CMDB System Conversation |
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11 | (1) |
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On the Other Hand, Can You Really Do Without a CMDB System? |
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11 | (1) |
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12 | (1) |
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Chapter 2 Why Bother? The Case for a CMDB System |
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13 | (14) |
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A Few Initial Data Points |
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14 | (1) |
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CMDB Success Rates Revisited |
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14 | (1) |
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15 | (2) |
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17 | (1) |
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Reasons for Going Forward: More Voices from the Trenches |
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18 | (5) |
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Drowning in (Siloed) Data? |
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18 | (1) |
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Optimizing IT OpEx Efficiencies in the Face of Rising Complexities |
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18 | (1) |
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Change Management and Change Impact Analysis |
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19 | (1) |
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Asset Management and IT Financial Optimization |
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19 | (1) |
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Service Impact, Root Cause Analysis, and Troubleshooting |
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20 | (1) |
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The Move to Cloud and Virtualization |
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20 | (3) |
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Bringing the Organization Together |
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23 | (1) |
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23 | (4) |
Section 2 The Basics |
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Chapter 3 CMDB System Foundations |
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27 | (26) |
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CMDB Foundations Part One: Process |
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27 | (15) |
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Why It's Good to Get to Know ITIL First |
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27 | (2) |
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29 | (1) |
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A Human Face to Service Management |
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29 | (1) |
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29 | (2) |
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ITIL's Configuration Management Database (CMDB) |
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31 | (1) |
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The Configuration Management System (CMS) |
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32 | (1) |
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The Service Knowledge Management System (SKMS) |
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33 | (1) |
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CMDB Deployments Underscore ITIL's Relevance |
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34 | (2) |
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A Few Critical ITIL Processes |
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36 | (2) |
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CMDB Data and Configuration Items: A Second Look |
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38 | (3) |
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41 | (1) |
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CMDB Foundations, Part One: Process-Summary Takeaways |
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42 | (1) |
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CMDB Foundations Part Two: Technology |
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42 | (11) |
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CMDB System Technologies: A Closer Look |
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43 | (2) |
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A Reminder: "Big Vision, Baby Steps" |
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45 | (1) |
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A Look at the Broader CMDB System and the Service Management Ecosystem It Supports |
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46 | (5) |
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CMDB System Foundations Part Two: Technology-Summary Takeaways |
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51 | (2) |
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Chapter 4 CMDB System Deployment Stages: An Eight-Step Ladder to Success |
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53 | (28) |
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Standing in the Middle of the Storm |
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54 | (2) |
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56 | (1) |
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A Closer Look at the Third Vector |
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56 | (1) |
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Climbing the Eight-Step Ladder, to CMDB System Success |
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57 | (1) |
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Step One: Define Your Objectives and Consider Your Resources |
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58 | (2) |
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How Do You Know if You're Ready? |
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60 | (1) |
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Step Two: Technology, Process, and Organizational Audit |
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61 | (3) |
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Step Three: Evolutionary or Maturity-Level Assessment |
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64 | (2) |
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Reactive Infrastructure Management |
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64 | (1) |
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Active Operational Management |
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65 | (1) |
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Proactive Service-Oriented Management |
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65 | (1) |
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Dynamic Business-Driven Management |
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65 | (1) |
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Step Four: Define Your Requirements, Architecture, and Metrics |
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66 | (2) |
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Define Two Categories of Requirements |
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66 | (1) |
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67 | (1) |
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Step Five: Technology Selection |
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68 | (2) |
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Step Six: Addressing Critical Issues and Gating Factors |
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70 | (2) |
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70 | (1) |
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Budget and Resource Constraints |
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71 | (1) |
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71 | (1) |
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Step Seven: Developing a Three-Tiered Roadmap for Immediate and Future Deployments |
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72 | (2) |
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Six-Month Roadmap (Tactical Implementation Plan) |
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72 | (1) |
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72 | (1) |
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73 | (1) |
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Step Eight: Review Progress and Milestones |
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74 | (3) |
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77 | (4) |
Section 3 Awareness And Goals |
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Chapter 5 IT in Transformation: What's Going On and Where Does That Leave the CMDB? |
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81 | (18) |
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How Has the Model for IT Changed? |
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81 | (1) |
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What Does It Mean for IT to "Show Value"? |
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82 | (1) |
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83 | (1) |
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Cloud and the Extended Enterprise |
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84 | (2) |
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Data Sharing and the Extended Enterprise |
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86 | (1) |
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Agile and Mobile: Changing Dimensions in CMDB System Possibilities |
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86 | (2) |
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Agile: When DevOps and ITSM Collide |
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86 | (2) |
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Mobile: Diverse Endpoints, Diverse Consumers, and New Challenges for the CMDB System |
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88 | (1) |
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Business Service Management (BSM):IT and Business Alignment and Its Dramatic Implications for CMDB Systems |
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88 | (2) |
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The Move to a Cross Domain IT Organization-And Why It's More Needed (and Real) Than Ever |
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90 | (3) |
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Even if Cross Domain Is a Need, Is There Any Real Progress Taking Place? What's the Justification for Calling "Cross Domain" a Trend? |
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91 | (2) |
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Is ITIL Enjoying a Rebirth as Another "New Trend"? |
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93 | (1) |
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Given All This, and More, Are CMDB Systems a Reemerging or an Aging Trend? |
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94 | (3) |
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CMDB Systems for Optimizing Service Delivery over Cloud: From Database-Centric to Service Modeling-Centric |
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97 | (1) |
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97 | (1) |
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97 | (2) |
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Chapter 6 Getting Your Executive Team on Board: How to Sell CMDB to Your Organization |
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99 | (18) |
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100 | (3) |
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102 | (1) |
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Distractions, Resources, and Communication |
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103 | (2) |
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104 | (1) |
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Reaching Your Executive(s): A Few Thoughts on "Executive Perspectives" |
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105 | (2) |
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Executives, Cloud, and Other Trends |
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105 | (2) |
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Failures and Successes Can Both Be Valuable Resources |
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107 | (1) |
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Executive Dialogue Across the Eight-Step Ladder |
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108 | (6) |
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Margaret's Service-Centric IT Asset Management Initiative: One Happy Example of How the Ladder Can Help You Engage the Executive Suite |
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108 | (6) |
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114 | (3) |
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Chapter 7 CMDB System Use Cases: Carving Out the Right Place to Start |
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117 | (24) |
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What's Most Popular? What's Most Successful? |
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117 | (3) |
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The Use-Case Landscape: A Kaleidoscope of Values |
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120 | (17) |
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Change Impact Management and Change Automation |
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121 | (6) |
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Asset Management and Financial Optimization |
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127 | (4) |
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Service Impact, Performance, and Capacity Optimization |
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131 | (6) |
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Two Additional Use Cases: Security/Compliance and DevOps |
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137 | (2) |
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137 | (1) |
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138 | (1) |
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139 | (2) |
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Chapter 8 Making Your Initial Assessment Work |
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141 | (20) |
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Whom Should You Talk To and What Should You Ask Them? |
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142 | (2) |
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What Are You Solving For? |
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144 | (2) |
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Toolset Issues: Sprawl, Redundancy, Possessiveness, and Mistrust |
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146 | (1) |
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Inventory, Data Quality, and Issues |
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147 | (2) |
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Data Breadth: How Much Is Enough? |
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148 | (1) |
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Data: Power, Possession, and Ownership |
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149 | (1) |
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149 | (2) |
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150 | (1) |
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151 | (1) |
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151 | (2) |
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The Executive Factor, Again |
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152 | (1) |
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Communication: Vehicles and Approaches |
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153 | (1) |
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154 | (6) |
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Change Impact Management and Change Automation |
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154 | (2) |
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Asset Management and Financial Optimization |
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156 | (3) |
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Service Impact Management and Capacity Optimization |
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159 | (1) |
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160 | (1) |
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160 | (1) |
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Chapter 9 Maturity and Readiness: A Four-Phase Evolutionary Assessment |
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161 | (22) |
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Cyclical and Opportunistic |
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161 | (5) |
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162 | (2) |
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164 | (2) |
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IT Organizational Evolution: A Closer Look |
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166 | (4) |
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167 | (1) |
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Other Organizational Influencers |
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168 | (2) |
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The Four Stages of IT Maturity: A Closer Look |
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170 | (1) |
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Reactive Infrastructure Management |
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170 | (2) |
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Comments from a Stage-One Organization Seeking to Move to Stage Two |
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171 | (1) |
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Active Operational Management |
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172 | (2) |
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A CMDB System Deployment in Stage Two |
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172 | (2) |
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Proactive Service-Oriented Management |
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174 | (1) |
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Dynamic Business-Driven Management |
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175 | (1) |
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Salient Trends to Watch Across the Four Stages |
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175 | (3) |
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178 | (5) |
Section 4 Moving Forward |
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Chapter 10 Developing a Project Plan: From Metrics to Requirements and Beyond |
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183 | (24) |
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Internal and External Metrics Versus ROI |
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184 | (9) |
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General Categories for Metrics |
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184 | (1) |
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The CMDB System Is Part of a Larger Undertaking |
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185 | (1) |
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Internal CMDB System Metrics |
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186 | (3) |
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External CMDB System Metrics |
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189 | (4) |
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193 | (2) |
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193 | (2) |
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Translating Metrics into Detailed Requirements Unique to Your Organization |
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195 | (10) |
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A Workbook for Creating a Detailed CMDB System Requirement |
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196 | (5) |
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Architectural Requirements |
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201 | (4) |
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205 | (2) |
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Chapter 11 Finalizing Your Phase One Team |
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207 | (12) |
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207 | (1) |
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208 | (2) |
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210 | (6) |
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A Recommended Core Team Matrix |
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212 | (1) |
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Optimizing IT1L Processes |
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213 | (1) |
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214 | (1) |
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214 | (1) |
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215 | (1) |
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216 | (1) |
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217 | (2) |
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Chapter 12 Technology Selection |
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219 | (38) |
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220 | (2) |
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Software as a Service or On-premise? |
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221 | (1) |
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Deployment and Administration |
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222 | (6) |
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Some Perspectives on Deployment and Administration |
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224 | (4) |
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Architecture and Integration |
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228 | (8) |
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Scope, Outreach, and Core Interdependencies |
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229 | (1) |
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Data Import and the Federated Universe |
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230 | (2) |
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Some Deployment Perspectives on Architecture and Integration |
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232 | (4) |
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236 | (9) |
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Use Case, Analytic, and Automation Specifics |
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238 | (4) |
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Visualization and Reporting |
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242 | (1) |
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Use Case Perspectives on Functional Priorities |
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243 | (2) |
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Trending, Reporting, and Visualization |
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245 | (1) |
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An Example from One Client Engagement |
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245 | (2) |
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Application Discovery and Dependency Mapping |
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247 | (4) |
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Functional Power and Outreach |
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248 | (1) |
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Trade-Offs: Performance-Optimized Versus Multiuse Case |
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248 | (2) |
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Four Deployment Perspectives on ADDM |
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250 | (1) |
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Other Investments to Consider |
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251 | (1) |
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252 | (5) |
Section 5 Running Your Project |
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Chapter 13 Closing the Gap: Fine-Tuning Before Full Deployment |
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257 | (18) |
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Getting There: Moving Past the Proof of Concept |
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258 | (3) |
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258 | (1) |
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259 | (1) |
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Managing Process Requirements at the Gap |
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260 | (1) |
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Modeling and CI Definition |
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261 | (7) |
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Top-Down, Bottom-Up, or Middle-Layer Outward? |
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262 | (1) |
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263 | (2) |
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One Example of a Successful Modeling Strategy from Two Perspectives |
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265 | (1) |
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How CMS Modeling Can Support DevOps |
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266 | (2) |
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Integration, Normalization, and Analytics |
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268 | (1) |
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Integration Analytics Example One: |
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35 | (233) |
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Different Sources to Support the 5 W's |
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268 | (1) |
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Integration Analytics Example Two: Optimizing Insights on 2000 Services Through Emerging CMDB Analytics |
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269 | (1) |
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269 | (1) |
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Follow-Through, Maintenance, and Workflow |
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270 | (1) |
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Accountability, Objectives, and Metrics |
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271 | (2) |
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273 | (1) |
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273 | (2) |
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Chapter 14 A Tiered Road Map for Going Forward |
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275 | (24) |
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Core Road map Ingredients |
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276 | (1) |
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One Case Example: Acme Financial Services Corporation's Three-Tiered Road Map |
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277 | (1) |
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Initial Summary and Analysis |
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278 | (5) |
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Acme Corporation's CMDB System Goals |
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279 | (1) |
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279 | (1) |
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280 | (1) |
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281 | (1) |
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Target Areas for Phase One |
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281 | (2) |
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An Overview Graphic of Acme Financial Services Corporation's Three-Tiered Road Map |
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283 | (1) |
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6-Month Road Map for Acme Corporation |
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283 | (7) |
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Creation of an Effective Core CMDB Team with Strong Management Oversight |
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283 | (2) |
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Creation of a Detailed Requirements Document |
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285 | (1) |
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286 | (3) |
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Phase-One Technology Value Targets |
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289 | (1) |
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289 | (1) |
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290 | (1) |
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Production Infrastructure Status at the End of the 6-Month Road Map |
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290 | (1) |
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12-Month Road Map for Acme Financial Services |
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290 | (4) |
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Updated Detailed Requirements |
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291 | (1) |
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Targeting the Right Stakeholder Team |
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291 | (1) |
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Change Management at the Top |
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292 | (1) |
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292 | (1) |
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292 | (1) |
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292 | (1) |
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Some Implementation Specifics |
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293 | (1) |
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294 | (1) |
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2-Year Road Map at Acme Financial Services |
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294 | (3) |
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294 | (2) |
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IT Maturity-Related Goals |
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296 | (1) |
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296 | (1) |
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297 | (1) |
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297 | (2) |
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Chapter 15 The CMDB System Moves to Cloud and Beyond! |
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299 | (28) |
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300 | (1) |
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301 | (1) |
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Future Directions and Plans |
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302 | (2) |
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What's Happening with the CMDB System Today and in the Future: Insights Gleaned from Four Key Research Projects |
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304 | (1) |
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The CMDB System as a Foundation for Service-Aware Asset Management |
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305 | (3) |
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308 | (5) |
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How ADDM Can Improve the "Journey to the Cloud" |
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313 | (5) |
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The CMDB/CMS, ADDM, Service Modeling and Advanced Operations Analytics |
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318 | (1) |
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Advanced Operations Analytics: A Closer Look |
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318 | (3) |
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DevOps and the CMDB System |
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321 | (2) |
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323 | (4) |
Section 6 Appendices |
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Appendix A Glossary of Terms and Concepts |
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327 | (6) |
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Appendix B Sample Request for Product Information |
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333 | (26) |
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333 | (1) |
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Distinguishing Product Features |
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333 | (1) |
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Deployment Cost Efficiency |
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333 | (9) |
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Deployment and Administration |
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333 | (7) |
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340 | (2) |
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342 | (14) |
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Architecture and Integration |
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342 | (8) |
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350 | (6) |
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Some Additional Questions |
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356 | (3) |
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Appendix C Self-Assessment: What If You're Not Ready? |
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359 | (6) |
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Chapter 9's "One-Chapter Readiness Assessment" |
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359 | (1) |
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Complementary Self-Assessment Test |
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360 | (2) |
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Don't Think You're Ready, But Want to Set the Stage? |
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362 | (3) |
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365 | (4) |
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Core CMDB Capabilities Integrated with Service Desk or IT Service Management Solutions |
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365 | (1) |
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Unique CMDB or CMDB-Related Offerings |
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366 | (1) |
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General-Purpose Application Discovery and Dependency Mapping Solutions |
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366 | (1) |
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Application Discovery and Dependency Mapping Optimized for Performance and/or Other Real-time Values |
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367 | (2) |
Bibliography |
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369 | (2) |
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Question and Answer Interviews |
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370 | (1) |
Index |
|
371 | |