eam and cmdb modelling - nottingham derby bcs · eam relationships need to be modelled for planning...
TRANSCRIPT
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EAM and CMDB ModellingKaren Dawson
Enterprise Architect
May 2019
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About Me
Up to 1995
IT programming and support
1995 to 2005Application developerVBA to C#
2005 to 2010Application
Architect
2010 to presentEnterprise Architect
Karen DawsonEnterprise Architect in the energy industryWorking in IT since 1986
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What will this talk be about?
EAM - Strategic
• What is EAM?
• EA Frameworks
• EA Modelling
• Modelling issues and benefits
• Implementation
CMDB - Operational
• What is a CMDB?
• Data sources
• EAM / CMDB interface
• Where is the master?
• Interface Issues
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What is EAM?
• Strategic planning• Business Strategy to IT
Strategy
• Application and Technology Standards
• IT Principles
• Scenario building• Roadmaps
• Reference architecture
• Portfolio management• Risk assessment
• Landscape optimisation
Enterprise Architecture Management
Enterprise Architecture provides a holistic view of the enterprise – an enterprise being any business or group (i.e organization) which provides products or services. It enables the organization to align the IT landscape with business goals.
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EA FrameworksDefines how to create and use an enterprise architecture
• Zachman
• One of the oldest EA frameworks
• Uses taxonomy to organize all aspects of the organization to 6 focuses and perspectives
• TOGAF
• Currently the most widely used EA framework
• Focuses on alignment of business goals with IT goals
• Focused on the ADM (Architecture Development Method)
• Others
• EAP (Enterprise Architecture Planning)
• FEAF (Federal Enterprise Architecture Framework)
• etc
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EA Modelling – answer the questions
A model of the enterprise architecture provides a conceptual view of all elements and their relationship to each other – however no one model will fit all requirements.
Always start with the questions!
What do you want to know about your organization? Identify and interview stakeholders, and start with the highest priority questions. Talk to business and IT.
Business Owner End user Application Manager Enterprise Architect CIO
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EA Modelling – define the metamodelEAM
Metamodel example
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Modelling IssuesEAM
Metamodel example
What’s the benefit to
modelling this information?
Who’s going to populate
and maintain this object?
Don’t we already have
this in the CMDB?
What is an application
anyway?
What’s the difference between Business Capability
and Business Process?
We don’t know anything about this application
We have a different tool for
projects!
This information is outdated –
what’s the point in using it?
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Modelling BenefitsEAM
Metamodel example
Are we using the full capabilities of the application, or only one aspect?
What software is out of support?
What are our standards?
Where are our risks?
How many types of hardware do we have? What
are our standards?
How many applications do we have right now?
How many will we have in a year?
What are our key capabilities and
processes, and what IT is essential to deliver them?
Who can make decisions about
these applications?
What areas of our IT landscape are being
changed by a project, and when?
What technical dependencies does
this application have?
How is data used, stored, and moved around our
organization?
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EA Model Implementation
Maintenance
• Don’t boil the ocean!
• Model priority areas and expand when more mature
Objects
• Less is more – do you really need all that information?
• Focus on core information
• Review regularly
Attributes
• Who maintains?
• How often?
• How do we track data quality?
• What are our KPIs?
Responsibilities
Governance
• Data maintenance
• Modelling standards, guidelines and procedures
• Framework management
Metamodel
• Standards management and compliance
• Architectural models
• Technology and product compliance
• Strategy alignment and implementation
EAM implementation
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What is a CMDB?Configuration Management Database – contains an operational view of the IT landscape, and comprises Configuration
Items (CIs)A CI can be everything from physical hardware (server, switch) or software (apache installation on a server) to a logical
construct (so called Business Service, which is the highest logical instance in Configuration Management)Configuration Items are linked to each other to enable an end-to-end view
• CMDB
• Operational view
• IT assets used by the organisation, relationships between assets
• Supports ITIL processes (i.e. incident, problem, change)
• Physical / Operational
• EAM
• Strategic / Planning view
• Supports Business and IT Strategy
• Enables scenario modelling and planning
• Links IT landscape to business via capabilities, processes etc
• Conceptual / Logical
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What is a CMDB? Layer Model
• Responsibilities for different technology layers
• Scope of hosting types
Mo
st com
mo
n sco
pe o
f CM
DB
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CMDB - metamodel example
• Supports ITIL processes
• General example only below – final metamodel is much more detailed
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CMDB and EAM metamodel example
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Data Sources – internally managed only
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Data Sources – multiple service providers
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Break
• Tea, coffee and biscuits!
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EAM / CMDB InterfaceWhy interface EAM to the CMDB?
• How many servers do we have at a particular datacenter?
• Where is a specific software version installed?
• Which application instances haven’t been accessed in the last 3 months?
CMDB
• What are our standard applications?
• Which are our key business capabilities?
• Which applications support a specific process?
• What will our landscape look like in 3 years?
EAM
• We’re changing from one standard application to another – who is affected, and what is the scope of the project?
• How many applications are running on outdated operating systems?
• What is the impact of a software security issue on a specific part of the business?
Combined
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EAM / CMDB Interface
There are a number of areas where EAM can interface to the CMDB:
Business Application
(EAM)
•Application landscape –from concept to out of operation
•Facilitates business capabilities and supports business processes
•Contains business logic
•Key architectural information (Strategic? Important to business?)
•Ownership information
Service
(CMDB)
•Application services provided to business
•Can comprise more than one business application
• Includes related infrastructure and software
•Contains key operational information (where installed, who/what it’s used by)
Software Product
(EAM)
•Commercial software
•Tied to a specific vendor
•Modelled once per version
•Contains manufacturer lifecycle information
•Key architectural information (Strategic? Standard?)
•Ownership information
Software
(CMDB)
•Specific instance of software
•Modelled per instance
•Contains status information (i.e. installed)
•Contains key operational information (where installed, who/what it’s used by)
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Where is the master?
Clear definition of primary data source is essential
Duplication of data should be avoided as much as possible
ANY duplication MUST be regularly refreshed
Enter data at the highest level and reference down
Ensure buy-in from data owners – why should they maintain data they know already?
Must be useful to be used!
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Interface issuesInterface links dependent on a number of factors – there is no right or wrong!
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Interface issuesInterface links dependent on a number of factors – there is no right or wrong!
Relationship to instances
duplicated
Service relationship creates extra layers,
but needed by CMDB
Relationship between CMDB and EAM very hard to maintain for lower level objects –should be automated
EAM relationships need to be modelled
for planning and strategy purposes
CMDB relationships show active interfaces –manual etc not included
EAM objects include future and outdated objects
CMDB data (i.e. ownership) often defined in EAM
Higher layers (i.e. capabilities, processes)
often in EAM system only
Relationship to non production environments can cause issues
with ITIL processes
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EAM to CMDB data creation
New application planned
• Entered in EAM
• Core information populated
• Relationships to Capabilities, Processes and Organisation created
• Link to software and hardware products where required
Implementation project starts
• Service and service offering created in CMDB
• Environments created in CMDB (dev, test, prod)
• Linked to application in EAM
• Linked to database, server etc in CMDB
Go Live
• Ownership handed over from project
• Service, Service offering and Production environment status set in CMDB
• Lifecycle status updated in EAM
Architect Project Manager Service Owner
Concept phaseOnly required software and hardware
related (i.e. must have Android Oreo or above, no specific phone model)
Data can include i.e. DR requirement, SLA, Security, data privacy etc
Production phaseChanges in EAM data (i.e. to SLA, security requirements) must be
reflected back to CMDB
Development phaseService and environment data focuses on operational information (instance name, status, maintenance window, support team) – data inherited from
EAM (i.e. DR) application for prod only
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Making use of the interface
Demo of EA and CMDB Reporting