DELL SERVER E-SUPPORT TOOL 1.0 (X19 Release)


========================================================================

DELL SERVER E-SUPPORT TOOL 1.0 (X19 Release)

========================================================================

This document contains the latest update information for
Dell Server E-Support Tool 1.0 (DSET).

NOTE: This is a pre-release version of this software provided "as-is" for
the purpose of evaluation. Please read the License Agreement (Dell_License)
for further information.


Recommended Hardware & Software Requirements
=======================================================================

* Dell PowerEdge(TM) 300, 350, 500SC, 600SC, 650, 700, 750, 1300, 1400SC,
  1500SC, 1550, 1600SC, 1650, 1655MC, 1750, 1800, 1850, 2300, 2400, 2450,
  2500, 2550, 2600, 2650, 2800, 2850, 4300, 4350, 4400, 4600, 6300, 6350, 6400,
  6450, 6600, 6650, 8450 (PowerEdge 7150 and 3250 are not supported).
* Red Hat Enterprise Linux AS 2.1
* Red Hat Enterprise Linux (AS, ES, WS) 3.0 (does not support i386_64)
* Red Hat Linux 8.0 and 9.0 (limited support)
* Mozilla 0.9.9 or newer, Internet Explorer 5.0 or newer, or Netscape 7.0
  (to view reports)
* A minimum of 64 megabytes (MB) of random-access memory (RAM)
* A minimum of 50 MB of free hard-disk space (includes temporary files).
  More disk space may be needed when using advanced features (see below).

What Is New or Changed?
=======================================================================

* Added Storage Services components that now collect information on supported
  RAID/SCSI controllers, hard drives, virtual drives/containers and enclosures
* Added Field Replacable Unit (FRU) data such as serial #, part #, revision
* Added command line options
* Added backup to compress reports in tar.gz format if ZIP was not installed

========================================================================
OVERVIEW
========================================================================

Dell Server E-Support Tool (DSET) provides the ability to collect hardware,
storage and operating system information of a Dell PowerEdge or PowerVault
server. This information is consolidated into a single "System Configuration
Report" that can be useful for troubleshooting or inventory collection of a
system. The browser user interface provides a convenient means to view specific
data through hierarchical menu trees.

DSET is intended to be a small, non-intrusive tool that does not require a
reboot of the system to provide full functionality. DSET can collect
information about Linux drivers, services, network settings, etc. as well as
system logs. DSET will also collect extended hardware information such
as processors, memory, PCI cards, ESM log, BIOS/firmware versions and system
health (fan/voltage levels).

Installation Instructions
=======================================================================

DSET must be installed using Red Hat Package Manager (RPM) and with root
privileges. Install DSET with the following command:

rpm -Uhv delldset-1.0-X19.i386.rpm

The default installation path is /usr/lib/dell/dset. However, the package
is relocatable and can be installed to a different path by adding the
rpm option "--prefix <newpath>" at the end of the above command.

To uninstall DSET enter the following command:

rpm -e delldset

Usage Instructions
=======================================================================

To create a DSET System Configuration Report run the command "dellsysteminfo"
from any terminal shell prompt. You must have "super-user" (su) privileges to
create a report. DSET will provide status as it collects various
hardware, storage and software information. DSET may prompt the user for
optional customer information during the first report run. This information
assists Dell Technical Support in handling technical issues. Once complete
a single report file called "DSET Report of '<computer name> Tag-<service tag>
-<model name>'" will be copied to the current logged-in user's home directory
(typically /root). The report file is archived and compressed using Linux ZIP
and is lightly encrypted with the password "dell" (all lowercase letters).

The report contents can be viewed by uncompressing the report archive file
with any standard ZIP utility including WinZIP or the built-in Linux "unzip" utility:

unzip <reportname> -d <new directory>

The various configuration data files that were collected are organized into
a structure of folders. However, launch the web interface file "dsetreport.htm"
with any current web browser (such as Mozilla, Internet Explorer 5.0 or newer,
or Netscape 7.0 or newer). The DSET web interface categorizes data into
a hierarchical tree for convenience.

Note: The DSET web interface does not display all data collected from a system.
Browse the report's folder structure under "/data" to view specific specialized
data files.

The PowerEdge ESM hardware log can also be cleared with the command
"clearesmlog".

Note: DSET must be run by a user logged in as root or a superuser (su).

Advanced Features
=======================================================================

DSET also contains advanced features only available from the DSET CLI
(command-line interface). The DSET CLI has the following syntax:

   dellsysteminfo [options]


Options:

-f <filepath/filename>

Specify an alternative path for the report file to be saved. Either add a
"/" at the end of the absolute path or make sure the directory already exists
to have DSET use the default detailed report filename. Otherwise optionally
specify a filename


--nohardware

Skip gathering data for all components under the "System" main category


--nostorage

Skip gathering data for all components under the "Storage" main category


--nosoftware

Skip gathering data for all components under the "Software" main category


--time

Adds date and time to create a unique DSET archive filename if using
Windows Scheduling features with the DSET CLI. This allows multiple report
"snapshots" to be saved to a specified directory.

Known Issues
=======================================================================

* Uninstalling OMSA 1.x will corrupt the DSET installation. DSET must be
  reinstalled.

* System Configuration Reports created from a Linux system cannot be
  imported into the DSET for Windows web interface. View the "dsetreport.htm"
  web interface file already embedded within the report ZIP archive.

* DSET must be installed on a partition that has write permissions for DSET to
  write temporary files. /usr/lib must also have write permissions for DSET
  to load temporary components

* Dsetreport.htm should not be opened directly within a Gnome 1.4 Nautilus
  window as the category links are reported as broken. This is a Nautilus bug
  with Red Hat AS 2.1. Use Mozilla instead.

* "dellsysteminfo not found" error occurs. This occurs after using rpm -U to
  upgrade DSET from Release X18 to a newer release. Fixed in Release X19.
  You must explicity uninstall Release X18 using "rpm -e delldset" before
  installing the newer release.
 
* Storage information will not be gathered if OpenManage Server Administrator
  (OMSA) is installed but Storage Management Services (SMS) are not also installed.
  Upgrade to OMSA 1.9 or newer (as part of the OpenManage 4.1 suite) and
  make sure to also install SMS
 
* DSET is not compatible with Red Hat Package Manager (RPM) 4.1 because of an
  acknowledged RPM bug that doesn't handle certain RPM install variables. RPM 4.1
  is the default version for Red Hat Linux 8.0. For DSET to install and load
  hardware and storage libraries, please upgrade to errata containing RPM 4.2
  or newer.


-----------------------------------------------------------------
Information in this document is subject to change without notice.
(C) 2004 Dell Incorporated. All rights reserved.

Trademarks used in this text: "Dell" and "Dell OpenManage" are
trademarks of Dell Incorporated; "Microsoft," "Windows,"
"Windows NT," and "MS-DOS" are registered trademarks of Microsoft
Corporation; "Intel" and "Pentium" are registered trademarks of
Intel Corporation. "Red Hat" is a registered trademark of Red Hat Inc.

Other trademarks and trade names may be used in this document to
refer to either the entities claiming the marks and names or their
products. Dell Incorporated disclaims any proprietary
interest in trademarks and trade names other than its own.

October 2004  Rev. 1.0

Preface.........................................................................................................................................- 1 - 1 Introduction...............................................................................................................................- 2 - 1.1 The IT Infrastructure Library.........................................................................................- 2 - 1.1.1 Public domain framework...............................................................................- 2 - 1.1.2 Best practice framework.................................................................................- 3 - 1.1.3 De facto standard............................................................................................- 3 - 1.1.4 Quality approach..............................................................................................- 4 - 1.1.5 itSMF.................................................................................................................- 5 - 1.2 Restructuring the IT Infrastructure Library....................................................................- 5 - 1.3 Target audience..............................................................................................................- 6 - 1.4 Navigating the IT Infrastructure Library........................................................................- 6 - 1.5 Why choose a jigsaw concept?.......................................................................................- 8 - 1.6 The Service Support book..............................................................................................- 8 - 1.7 Service Management......................................................................................................- 9 - 1.8 Customers and Users....................................................................................................- 10 - 1.9 A Code of Practice for IT Service Management – PD0005....................- 10 - 1.10 Service Management: a process approach.................................................................- 11 - 1.11 Recommended reading...................................................................................- 11 - 2 Relationship between processes..............................................................................................- 14 - 2.1 Configuration Management.............................................................................- 14 - 2.2 Change Management....................................................................................................- 16 - 2.3 Release Management...................................................................................................- 16 - 2.4 Incident Management...................................................................................................- 16 - 2.5 Problem Management..................................................................................................- 17 - 2.6 Service Desk................................................................................................................- 17 - 2.7 Service Level Management..........................................................................................- 17 - 2.8 Capacity Management..................................................................................................- 18 - 2.9 Financial Management for IT Services........................................................................- 18 - 2.10 Availability Management...........................................................................................- 18 - 2.11 IT Service Continuity Management...........................................................................- 19 - 2.12 Customer Relationship Management.........................................................................- 19 - 2.13 ICT Infrastructure Management.................................................................................- 19 - 2.14 Application Management...........................................................................................- 19 - 2.15 Security Management................................................................................................- 20 - 2.16 Environmental infrastructure processes.....................................................................- 20 - 2.17 Project Management..................................................................................................- 20 - 3 Getting started.........................................................................................................................- 21 - 3.1 Service Management benefits.........................................................................- 21 - 3.2 A process led approach......................................................................................- 22 - 3.3 Management commitment............................................................................................- 24 - 3.3.1 Aspects of management commitment........................................................- 24 - 3.3.2 Management commitment in the planning stage......................................- 24 - III 3.4 Cultural aspects............................................................................................................- 25 - 3.4.1 What is culture?.............................................................................................- 26 - 3.4.2 Responsibilities..............................................................................................- 27 - 3.4.3 What is meant by ‘service culture’?............................................................- 27 - 3.4.4 How is this relevant to IT service provision?.............................................- 28 - 3.4.5 What do Customers want?...........................................................................- 28 - 3.4.6 Common excuses for conducting ‘business as usual’.............................- 30 - 3.4.7 How much will all this cost?.........................................................................- 31 - 3.4.8 What are the potential benefits of Customer care?..................................- 32 - 3.4.9 Service Management training......................................................................- 32 - 4 The Service Desk....................................................................................................................- 33 - 4.1 Overview......................................................................................................................- 33 - 4.1.1 Why do we need a Service Desk?..............................................................- 34 - 4.1.2 The support problem.....................................................................................- 34 - 4.1.3 Call Centre......................................................................................................- 35 - 4.1.4 Help Desk.......................................................................................................- 36 - 4.1.5 Service Desk..................................................................................................- 36 - 4.1.6 How can a Service Desk help my organisation?......................................- 36 - 4.1.7 Charging for support services......................................................................- 37 - 4.1.8 Business and operational benefits..............................................................- 38 - 4.1.9 The role and direction of the Service Desk................................................- 39 - 4.1.10 Customer interaction...................................................................................- 39 - 4.1.11 Keeping the Customer and User informed..............................................- 40 - 4.1.13 Monitored infrastructure events.................................................................- 44 - 4.1.14 Actioned infrastructure Incidents...............................................................- 44 - 4.1.15 Infrastructure Incident model.....................................................................- 44 - 4.1.16 Benefits.........................................................................................................- 45 - 4.1.17 Use of Internet technology.........................................................................- 45 - 4.2 Implementing a Service Desk infrastructure................................................................- 46 - 4.2.1 Staff resourcing..............................................................................................- 46 - 4.2.2 Target effectiveness metrics........................................................................- 47 - 4.2.3 Key considerations........................................................................................- 47 - 4.2.4 Selecting the right Service Desk structure.................................................- 48 - 4.2.5 Types of Service Desk structure.................................................................- 48 - 4.2.6 Local Service Desk considerations.............................................................- 48 - 4.2.7 Central Service Desk considerations.........................................................- 49 - 4.2.8 Virtual Service Desk considerations...........................................................- 50 - 4.2.9 Service Desk Configuration considerations...............................................- 52 - 4.2.10 Global ‘follow the sun’ support..................................................................- 52 - 4.2.11 Incident classification..................................................................................- 53 - 4.2.12 Classification Process Review..................................................................- 54 - 4.3 Service Desk technologies...........................................................................................- 54 - 4.3.1 The computerised Service Desk.................................................................- 55 - 4.3.2 Computerised Service Desk benefits.........................................................- 55 - IV 4.3.3 Build or buy?..................................................................................................- 56 - 4.3.4 Running in a multiplatform environment....................................................- 56 - 4.3.5 Running in a Wide-Area Network (WAN) infrastructure..........................- 57 - 4.3.6 Intelligent phone systems, voicemail and email usage............................- 57 - 4.3.7 Deploying a self-service strategy................................................................- 57 - 4.3.8 Critical success factors.................................................................................- 58 - 4.3.9 Implementation considerations....................................................................- 59 - 4.3.10 Outsourcing a Service Desk......................................................................- 60 - 4.4 Service Desk responsibilities, functions, staffing levels etc.........................................- 61 - 4.4.1 Service Desk functions.................................................................................- 61 - 4.4.2 Which Requests should be registered........................................................- 62 - 4.4.3 Service Desk empowerment........................................................................- 62 - 4.4.4 Escalation management...............................................................................- 63 - 4.4.5 Service Desk staffing levels.........................................................................- 65 - 4.4.6 Staff turnover considerations.......................................................................- 66 - 4.4.7 Workload monitoring...................................................................................- 66 - 4.4.8 Customer satisfaction analysis and surveys.............................................- 67 - 4.4.9 Service Desk resourcing for smaller support units...................................- 68 - 4.4.10 Second-line staff awareness......................................................................- 68 - 4.4.11 Identifying training needs...........................................................................- 69 - 4.4.12 Call rate reduction.......................................................................................- 69 - 4.4.13 Workload definitions request types...........................................................- 69 - 4.5 Service Desk staffing skill set......................................................................................- 70 - 4.5.1 Major Customer requirements.....................................................................- 71 - 4.5.2 Fix rates..........................................................................................................- 71 - 4.6 Setting up a Service Desk environment.......................................................................- 71 - 4.6.1 Service Desk environment considerations..............................................- 72 - 4.6.2 Defining your services..................................................................................- 72 - 4.6.3 Service Desk pre-Release requirements...................................................- 73 - 4.6.4 Advertising and selling the Service Desk...................................................- 74 - 4.6.5 Quick wins......................................................................................................- 75 - 4.7 Service Desk education and training............................................................................- 75 - 4.7.1 Soft skills.........................................................................................................- 76 - 4.7.2 Managerial focus...........................................................................................- 76 - 4.7.3 Service Desk staff profile..............................................................................- 77 - 4.7.4 Service staff responsibilities and mindset..................................................- 78 - 4.7.5 Working with Customers...............................................................................- 78 - 4.7.6 Active listening...............................................................................................- 80 - 4.7.7 Service Desk staff training............................................................................- 81 - 4.8 Service Desk processes and procedures.......................................................................- 81 - 4.8.1 Considerations...............................................................................................- 81 - 4.8.2 Common structured interrogation technique.............................................- 82 - 4.8.3 Customer details and identification.............................................................- 82 - 4.8.4 Maintaining the Customer database...........................................................- 83 - V 4.8.5 Marketing the Service Desk amongst Customers....................................- 83 - 4.9 Incident reporting and review......................................................................................- 84 - 4.9.1 Effective workload analyses.........................................................................- 85 - 4.9.2 Frequency of reporting and review.............................................................- 86 - 4.9.3 Archiving Service Desk records...................................................................- 87 - 4.10 Conclusions................................................................................................................- 88 - 4.10.1 Critical success factors...............................................................................- 88 - 4.10.2 Service Desk implementation guidance...................................................- 88 - Annex 4A: Sample Release document.......................................................................................- 88 - 5 Incident Management..............................................................................................................- 91 - 5.1 Goal of Incident Management......................................................................................- 91 - 5.2 Scope of Incident Management......................................................................- 91 - 5.3 Basic concepts............................................................................................................- 93 - 5.3.1 Incident Handling...........................................................................................- 93 - 5.3.2 First, second- and third-line support...........................................................- 95 - 5.3.3 Functional versus hierarchical escalation..................................................- 96 - 5.3.4 Priority.............................................................................................................- 97 - 5.3.5 Relationship between Incidents, Problems, Known Errors and RFCs..- 98 - 5.4 Benefits of Incident Management...............................................................- 100 - 5.5 Planning and implementation.....................................................................................- 101 - 5.5.1 Timing and planning....................................................................................- 101 - 5.5.2 Critical success factors...............................................................................- 102 - 5.5.3 Possible problem areas..............................................................................- 102 - 5.6 Incident Management activities.................................................................................- 102 - 5.6.1 Incident detection and recording...............................................................- 103 - 5.6.2 Classification and initial support................................................................- 104 - 5.6.3 Investigation and diagnosis........................................................................- 107 - 5.6.4 Resolution and recovery.............................................................................- 108 - 5.6.5 Incident closure............................................................................................- 109 - 5.6.6 Ownership, monitoring, tracking and communication............................- 110 - 5.7 Handling of major Incidents.......................................................................................- 111 - 5.8 Roles of the Incident Management process................................................................- 112 - 5.8.1 Incident Manager.........................................................................................- 112 - 5.8.2 Incident-handling support staff..................................................................- 112 - 5.9 Key Performance Indicators..........................................................................- 113 - 5.10 Tools.....................................................................................................................- 113 - Annex 5A: Example coding system for Incident/request classification...........................- 114 - Annex 5B: Example of a priority coding system.............................................................- 115 - Annex 5C: Data requirements for service Incident records.............................................- 115 - Annex 5D: The process of Incident investigation............................................................- 116 - Annex 5E: Incident handling on the Service Desk (flow)................................................- 117 - 6 Problem Management...........................................................................................................- 119 - 6.1 Goal of Problem Management...................................................................................- 119 - 6.2 Scope of Problem Management....................................................................- 119 - VI 6.3 Basic concepts............................................................................................................- 120 - 6.3.1 What is the difference between Incident Management and Problem Management?........................................................................................................- 121 - 6.3.2 Problem control............................................................................................- 122 - 6.3.3 Error control..................................................................................................- 122 - 6.3.4 Proactive Problem Management...............................................................- 123 - 6.3.5 Completion of major Problem reviews.....................................................- 123 - 6.4 Benefits of Problem Management..............................................................................- 123 - 6.5 Planning and implementation.....................................................................................- 124 - 6.5.1 Timing and planning....................................................................................- 124 - 6.5.2 Key success factors....................................................................................- 125 - 6.5.3 Risks..............................................................................................................- 125 - 6.6 Problem control activities..........................................................................................- 125 - 6.6.1 Problem identification and recording........................................................- 128 - 6.6.2 Problem classification.................................................................................- 129 - 6.6.3 Problem investigation and diagnosis........................................................- 132 - 6.6.4 Tips on Problem control..............................................................................- 133 - 6.7 Error control activities...............................................................................................- 134 - 6.7.1 Error identification and recording..............................................................- 135 - 6.7.2 Error assessment........................................................................................- 135 - 6.7.3 Error resolution recording...........................................................................- 137 - 6.7.4 Error closure.................................................................................................- 137 - 6.7.5 Problem/error resolution monitoring.........................................................- 137 - 6.7.6 Tips on error control....................................................................................- 138 - 6.8 Proactive Problem Management................................................................................- 139 - 6.8.1 Trend Analysis..............................................................................................- 139 - 6.8.2 Targeting preventive action........................................................................- 140 - 6.8.3 Tips on proactive Problem Management.................................................- 141 - 6.8.4 Major Problem reviews...............................................................................- 141 - 6.9 Providing information to the support organisation.....................................................- 141 - 6.9.1 Providing management information..........................................................- 142 - 6.9.2 Cascading information................................................................................- 142 - 6.10 Metrics.....................................................................................................................- 142 - 6.10.1 Problem/error control reporting...............................................................- 143 - 6.10.2 Periodic audits...........................................................................................- 144 - 6.10.3 Tips on metrics...........................................................................................- 144 - 6.11 Roles within Problem Management.........................................................................- 145 - 6.11.1 Problem Manager......................................................................................- 145 - 6.11.2 Problem support........................................................................................- 146 - Annex 6A: An example of a coding structure for Problems/error categorisation............- 146 - Annex 6B: Kepner and Tregoe analysis...........................................................................- 147 - Defining the Problem............................................................................................- 148 - Describing the Problem........................................................................................- 148 - Establishing possible causes...............................................................................- 149 - VII Testing the most probable cause........................................................................- 149 - Verifying the true cause........................................................................................- 149 - Annex 6C: Ishikawa Diagrams........................................................................................- 149 - 7 Configuration Management..................................................................................................- 151 - 7.1 Goal of Configuration Management............................................................- 151 - 7.2 Scope of Configuration Management.........................................................- 151 - 7.3 Basic concepts............................................................................................................- 152 - 7.3.1 Configuration Management planning.......................................................- 152 - 7.3.2 Configuration identification and CIs..........................................................- 153 - 7.3.3 Configuration control...................................................................................- 154 - 7.3.4 Configuration status accounting................................................................- 154 - 7.3.5 Configuration verification and audit..........................................................- 154 - 7.3.6 Configuration baseline................................................................................- 154 - 7.3.7 Configuration Management Database......................................................- 155 - 7.3.8 Software and document libraries...............................................................- 156 - 7.3.9 Definitive Software Library.........................................................................- 156 - 7.3.10 Licence management...............................................................................- 156 - 7.4 Benefits and possible problems..................................................................................- 157 - 7.4.1 Benefits.........................................................................................................- 157 - 7.4.2 Possible problems.......................................................................................- 158 - 7.5 Planning and implementation.....................................................................................- 159 - 7.5.1 Initial planning..............................................................................................- 160 - 7.5.2 Agreement on purpose, objectives, scope, priorities and implementation approach aligned with business objectives.......................................................- 160 - 7.5.3 Appointment of a Configuration Manager and planning a Configuration Management team................................................................................................- 162 - 7.5.4 Analysis of existing systems......................................................................- 163 - 7.5.5 Developing Configuration Management plans and systems design....- 163 - 7.5.6 Detailed planning for implementation.......................................................- 164 - 7.5.7 Populating the CMDB and DSL...............................................................- 167 - 7.5.8 Cutover to new processes..........................................................................- 168 - 7.5.9 Other implementation considerations.......................................................- 169 - 7.5.10 Costs...........................................................................................................- 169 - 7.6 Activities....................................................................................................................- 171 - 7.6.1 Configuration management planning.......................................................- 171 - 7.6.2 Configuration identification.......................................................................- 172 - 7.6.3 Control of CIs...............................................................................................- 180 - 7.6.4 Configuration status accounting................................................................- 185 - 7.6.5 Configuration verification and audit..........................................................- 186 - 7.6.6 CMDB back-ups, archives and housekeeping........................................- 187 - 7.6.7 Providing a Configuration Management service.....................................- 187 - 7.7 Process control...........................................................................................................- 188 - 7.7.1 Management reporting................................................................................- 188 - 7.7.2 Key performance indicators.......................................................................- 189 - VIII 7.8 Relations to other processes.........................................................................- 190 - 7.9 Tools specific to the Configuration Management process..........................................- 193 - 7.9.1 Configuration Management system..........................................................- 193 - 7.9.2 Software Configuration Management.......................................................- 194 - 7.9.3 Change Management and Release Management support...................- 195 - 7.9.4 Configuration auditing.................................................................................- 195 - 7.9.5 Enterprise system and tools......................................................................- 195 - 7.9.6 Other tools....................................................................................................- 196 - 7.10 Impact of new technology...........................................................................- 197 - 7.11 Guidance on Configuration Management................................................................- 197 - 7.11.1 Level of control...........................................................................................- 197 - 7.11.2 Versions or Variants?................................................................................- 198 - 7.11.3 Selection of Configuration Management tools......................................- 199 - Annex 7A: The central function for Change, Configuration and Release Management..- 199 - Setting up a Change, Configuration and Release Management function.....- 200 - Annex 7B: Specific responsibilities of the Configuration Management team.................- 204 - Configuration Manager responsibilities..............................................................- 204 - Configuration Librarian responsibilities..............................................................- 206 - Annex 7C: Suggested CI attributes..................................................................................- 207 - 8 Change Management.............................................................................................................- 208 - 8.1 Goal of Change Management.....................................................................................- 208 - 8.1.1 Purpose.........................................................................................................- 208 - 8.1.2 Best practice.................................................................................................- 208 - 8.1.3 Program/project management and Change Management....................- 209 - 8.2 Scope of Change Management...................................................................................- 209 - 8.2.1 Why Change is important...........................................................................- 212 - 8.2.2 Boundaries between Incident resolution and Change Management...- 213 - 8.2.3 Application development and Change Management.............................- 214 - 8.2.4 Business change and Change Management..........................................- 215 - 8.3 Basic concepts............................................................................................................- 215 - 8.3.1 Requests for Change................................................................................- 219 - 8.3.2 Change Advisory Board............................................................................- 220 - 8.3.3 Change metrics............................................................................................- 222 - 8.3.4 The Forward Schedule of Change, and Change models....................- 222 - 8.3.5 Outsourcing and Change Management...................................................- 224 - 8.3.6 Critical outage plan......................................................................................- 225 - 8.4 Benefits, costs and possible problems........................................................................- 226 - 8.4.1 Benefits.........................................................................................................- 226 - 8.4.2 Costs.............................................................................................................- 226 - 8.4.3 Possible problems.......................................................................................- 227 - 8.5 Activities....................................................................................................................- 229 - 8.5.1 Planning the implementation of operational processes.........................- 229 - 8.5.2 Change logging and filtering......................................................................- 229 - 8.5.3 Allocation of priorities................................................................................- 230 - IX 8.5.4 Change categorisation................................................................................- 231 - 8.5.5 CAB meetings............................................................................................- 232 - 8.5.6 Impact and resource assessment.............................................................- 233 - 8.5.7 Change approval.........................................................................................- 235 - 8.5.8 Change scheduling......................................................................................- 235 - 8.5.9 Change building, testing and implementation.......................................- 237 - 8.5.10 Urgent Changes........................................................................................- 238 - 8.5.11 Urgent Change building, testing and implementation..........................- 240 - 8.5.12 Change review.........................................................................................- 241 - 8.5.13 Reviewing the Change Management process for efficiency and effectiveness..........................................................................................................- 242 - 8.5.14 Roles and responsibilities......................................................................- 243 - 8.5.15 Establishing a Change Advisory Board..................................................- 244 - 8.6 Planning and implementation.....................................................................................- 245 - 8.6.1 Designating the Change Manager role....................................................- 245 - 8.6.2 Deciding on a Change Management system........................................- 245 - 8.6.3 Planning system reviews............................................................................- 246 - 8.6.4 Implementation planning............................................................................- 246 - 8.6.5 Guidance.......................................................................................................- 246 - 8.7 Metrics and management reporting..........................................................................- 249 - 8.7.1 Auditing for compliance..............................................................................- 250 - 8.8 Software tools...................................................................................................- 251 - 8.9 Impact of new technology..........................................................................................- 252 - 8.9.1 The business domain..................................................................................- 252 - 8.9.2 Technology....................................................................................................- 254 - 9 Release Management............................................................................................................- 256 - 9.1 Goal of Release Management........................................................................- 256 - 9.2 Scope of Release Management.....................................................................- 257 - 9.3 Basic concepts............................................................................................................- 258 - 9.3.1 Release.........................................................................................................- 258 - 9.3.2 Release policy and planning......................................................................- 259 - 9.3.3 Release unit.................................................................................................- 260 - 9.3.4 Release identification..................................................................................- 261 - 9.3.5 Types of Release.........................................................................................- 261 - 9.3.6 Definitive Software Library.........................................................................- 263 - 9.3.7 Definitive Hardware Store (DHS)..............................................................- 264 - 9.3.8 Configuration management Database (CMDB)......................................- 265 - 9.3.9 Build management......................................................................................- 265 - 9.3.10 Testing.........................................................................................................- 265 - 9.3.11 Back-Out plans..........................................................................................- 266 - 9.4 Benefits and possible problems..................................................................................- 267 - 9.4.1 Benefits.........................................................................................................- 267 - 9.4.2 Possible problems.......................................................................................- 268 - 9.5 Planning and implementation.....................................................................................- 269 - X 9.5.1 Planning........................................................................................................- 270 - 9.5.2 Implementation............................................................................................- 278 - 9.5.3 Costs.............................................................................................................- 279 - 9.6 Activities....................................................................................................................- 280 - 9.6.1 Release planning.........................................................................................- 280 - 9.6.2 Designing, building and configuring a Release.......................................- 281 - 9.6.3 Release acceptance....................................................................................- 283 - 9.6.4 Rollout planning...........................................................................................- 284 - 9.6.5 Communication, preparation and training................................................- 287 - 9.6.6 Distribution and installation........................................................................- 288 - 9.7 Process control...........................................................................................................- 289 - 9.7.1 Key performance indicators.......................................................................- 289 - 9.7.2 Management reporting................................................................................- 290 - 9.8 Relations to other processes.......................................................................................- 290 - 9.8.1 Configuration Management........................................................................- 290 - 9.8.2 Change Management.................................................................................- 291 - 9.8.3 Software from Developers and suppliers.................................................- 291 - 9.8.4 Problem Management and the Service Desk..........................................- 291 - 9.8.5 Project Management and PRINCE2.........................................................- 292 - 9.9 Tools specific to the Release Management process...................................................- 292 - 9.9.1 Change Management tools........................................................................- 292 - 9.9.2 Configuration Management tools..............................................................- 292 - 9.9.3 Software Configuration Management (SCM) tools.................................- 292 - 9.9.4 Build management tools.............................................................................- 293 - 9.9.5 Electronic software distribution..................................................................- 294 - 9.9.6 Software and hardware auditing tools......................................................- 296 - 9.9.7 Desktop management tools.......................................................................- 296 - 9.9.8 Server management tools..........................................................................- 296 - 9.10 Impact of New Technology......................................................................................- 297 - 9.10.1 The future of support tools.......................................................................- 297 - 9.10.2 ‘Thin client’...............................................................................................- 297 - 9.10.3 Multi-tier systems......................................................................................- 297 - 9.10.4 Internet applications..................................................................................- 298 - 9.10.5 Software updates via the Internet...........................................................- 299 - 9.11 Guidance for successful Release Management........................................................- 300 - 9.11.1 Configuration Management......................................................................- 300 - 9.11.2 Change Management...............................................................................- 301 - 9.11.3 Release Management...............................................................................- 301 - 9.11.4 Application design issues.........................................................................- 302 - 9.11.5 The positioning of software: what to put where.....................................- 302 - Annex 9A: Checklist to use when reviewing rollout plans..............................................- 303 - Annex 9B: Sample Release Management objectives for distributed systems..................- 304 - 10 Service Management software tools...................................................................................- 306 - 10.1 Types of tools....................................................................................................- 307 - XI 10.2 Summary of tool-evaluation criteria........................................................................- 307 - 10.2.1 Service Management tools......................................................................- 308 - 10.3 Product training........................................................................................................- 309 - 11 Planning for the Implementation of Service Management..................................................- 310 - 11.1 A Service Management project..................................................................- 310 - 11.2 Feasibility study.......................................................................................................- 311 - 11.3 Assessing the current situation.................................................................................- 311 - 11.3.1 Introduction.................................................................................................- 311 - 11.3.2 A ‘health check’..........................................................................................- 311 - 11.4 General guidelines on project planning....................................................................- 313 - 11.4.1 Project characteristics...............................................................................- 313 - 11.4.2 Business case for the project...................................................................- 314 - 11.4.3 Critical success factors and possible Problems....................................- 314 - 11.4.4 Project costs...............................................................................................- 315 - 11.4.5 Organisation...............................................................................................- 316 - 11.4.6 Products......................................................................................................- 316 - 11.4.7 Planning......................................................................................................- 317 - 11.4.8 Communication plan.................................................................................- 317 - 11.5 Project review and management reporting...............................................................- 318 - 11.5.1 Progress reporting.....................................................................................- 319 - 11.5.2 Evaluation of the project...........................................................................- 319 - 11.5.3 Post-project review....................................................................................- 320 - 11.5.4 Auditing for compliance using quality parameters................................- 320 - 11.5.5 Auditing for improvement using key performance indicators..............- 321 - 11.5.6 Management reporting..............................................................................- 322 - 12 Bibliography.......................................................................................................................- 323 - 12.1 References................................................................................................................- 323 - 12.2 Other Sources...........................................................................................................- 328 - Appendix A: Terminology........................................................................................................- 329 - A.1 List of acronyms.................................................................................................- 329 - A.2 Glossary of terms...............................................................................................- 330 - Appendix B: Process theory and practice................................................................................- 337 - B.1 Process theory............................................................................................................- 337 - B.1.1 The product-oriented organisation............................................................- 337 - B.1.2 Moving towards a process-oriented organisation..................................- 338 - B.1.3 The process approach................................................................................- 338 - B.2 Process modelling case study: Service Support example..........................................- 340 - B.2.1 Introduction..................................................................................................- 340 - B.2.2 The approach...............................................................................................- 341 - B.2.3 Process analysis.........................................................................................- 342 - B.2.4 Conclusion...................................................................................................- 344 - Appendix C: Implementing Service Management processes – issues to consider...................- 345 - C.1 Process implementation..................................................................................- 345 - C.2 Applicability / scalability...........................................................................................- 346 - XII C.2.1 Large and small IT units.............................................................................- 346 - C.3 Process implementation projects: a checklist............................................................- 346 - C.3.1 Procedures...................................................................................................- 347 - C.3.2 Dependencies.............................................................................................- 347 - C.3.3 People...........................................................................................................- 347 - C.3.4 Timing...........................................................................................................- 348 - C.4 Impact on an organisation.........................................................................................- 348 - C.4.1 Hierarchical structure.................................................................................- 348 - C.4.2 Matrix organisation.....................................................................................- 348 - C.4.3 Self-learning teams (coaching management).........................................- 349 - C.5 Benchmarking.....................................................................................................- 349 - C.6 A sample implementation strategy.............................................................................- 350 - C.6.1 Phase 1:.......................................................................................................- 350 - C.6.2 Phase 2:.......................................................................................................- 350 - C.6.3 Phase 3:.......................................................................................................- 351 - C.6.4 Phase 4:.......................................................................................................- 351 - C.6.5 Phase 5:.......................................................................................................- 351 - C.6.6 Phase 6:.......................................................................................................- 351 - C.7 Process improvement.......................................................................................- 352 - Appendix D: Quality................................................................................................................- 353 - D.1 Quality Management.................................................................................................- 353 - D.1.1 Deming.........................................................................................................- 353 - D.1.2 Juran.............................................................................................................- 354 - D.1.3 Crosby..........................................................................................................- 355 - D.1.4 Six Sigma.....................................................................................................- 356 - D.2 Formal quality initiatives..........................................................................................- 357 - D.2.1 Quality standards........................................................................................- 357 - D.2.2 Total Quality Systems: EFQM...................................................................- 358 - D.2.3 Quality awards.............................................................................................- 359 - Appendix E: Example cost-benefit analysis for Service Management processes....................- 362 - Appendix F: The Service Support process model....................................................................- 365 - Other Information Sources and Services..................................................................................- 366 - The IT Service Management Forum (itSMF)...................................................................- 366 - ITIL training and professional qualifications...................................................................- 366 -
评论
成就一亿技术人!
拼手气红包6.0元
还能输入1000个字符
 
红包 添加红包
表情包 插入表情
 条评论被折叠 查看
添加红包

请填写红包祝福语或标题

红包个数最小为10个

红包金额最低5元

当前余额3.43前往充值 >
需支付:10.00
成就一亿技术人!
领取后你会自动成为博主和红包主的粉丝 规则
hope_wisdom
发出的红包
实付
使用余额支付
点击重新获取
扫码支付
钱包余额 0

抵扣说明:

1.余额是钱包充值的虚拟货币,按照1:1的比例进行支付金额的抵扣。
2.余额无法直接购买下载,可以购买VIP、付费专栏及课程。

余额充值