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Module 1: Introduction to Service Management Lifecycle Principles of Service Management, Processes, The ITIL Service Lifecycle Module 2: Service Strategy Concepts and Models, Processes Module 3: Service Design Concepts and Models, Key Principles, Processes Module 4: Service Transition Concepts and Models, Key Principles, Processes Module 5: Service Operations Concepts and Models, Key Principles, Processes and Functions Module 6: Continual Service Improvement Concepts and Models, Key Principles, Processes Module 7 : Summary and Exam Preparation Review of Key Concepts and Practice Exam
Module 1
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What is ITIL ?
A set of publications for good practices in IT service Management. Why ITIL ?
Focuses on descriptive guidance on IT Service Management thats easily adapted. Emphasizes Quality Management approach, standards
ITIL goals
Consistent, comprehensive, hygienic set of Best-Practice guidance Platform independent discussion of processes Common Language, Standardized vocabulary Flexible framework, adaptable to different IT environments.
Each lifecycle phase of ITIL V3 Core is represented by a Volume in the Library 1. 2. 3. 4. 5. Service Strategy Service Design Service Transition Service Operation Continual Service Improvement
Type
Online, Multiple choice, 40 questions. The questions are selected from the full ITIL Foundation in IT Service Management examination question bank. Maximum 60 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 75 minutes Yes No 65% (26 out of 40) Prometric Centers, visit www.prometric.com, Exam Code: EX0-101
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Lesson 2.1: ITIL is presented as Good Practice. What are good Practices?
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Good Practices are generally commoditized, generally accepted, proven effective ways of doing things which were previously considered best practices of the pioneering organizations.
Best practice accepted and adopted by others become common, Good Practices
Proprietary knowledge
Difficult to adopt Difficult to replicate and transfer Hard to document Highly customized Specific to business needs Hard to adapt or reuse Owners expect compensation
A means of delivering value to customers by facilitating outcomes customer want to achieve, without the ownership of specific costs or risks.
Costs and Risks are transferred to service provider. Customers focus on outcomes versus means.
Customer
Transfer costs and Risks Retains focus and accountability for outcomes
Service Provider
Takes on Costs and Risks Responsible for the means of achieving outcomes
Services
Capabilities Resources Financial Capital Infrastructure Applications Information People
Service Assets
Capabilities
Resources
Process - A set of activities designed to accomplish a specific objective. A process takes defined inputs and turns them into defined outputs. A process may include roles, responsibilities, tools and management controls required to deliver the outputs
Suppliers
Process
Activity 1
Desired Outcome
Activity 2
Customer
Activity 3
It is measurable It delivers specific result Primary result are delivered to customers or stakeholders It responds to specific events (triggers)
Function - A team or group of people and the tools they use to carry out one or more processes or activities
Service Owner :
The person who is accountable for the delivery of a specific IT Service. They are responsible for continual improvement and management of change affecting Services under their care. Example: The owner of the Payroll Service
Responsibilities:
To act as prime Customer contact for all Service related enquiries and issues To ensure that the ongoing Service delivery and support meet agreed Customer requirements To identify opportunities for Service Improvements, discuss with the customer and to initiate changes for improvements if appropriate. To liaise with the appropriate Process Owners throughout the Service Management lifecycle To solicit required data, statistics and reports for analysis and to facilitate effective Service monitoring and performance
Process Owner :
The person responsible for ensuring that the process is fit for the desired purpose and is accountable for the outputs of that process. Example: The owner for the Availability Management Process
Responsibilities:
Assisting with process design Documenting the process Make sure the process is being performed as documented Making sure process meetings it aims Monitoring and improving the process over time
RACI is an acronym for the four main roles of: Responsible the person or people responsible for getting the job done Accountable only one person can be accountable for each task Consulted the people who are consulted and whose opinions are sought Informed the people who are kept up-to-date on progress.
Activities
Create a framework for defining IT services Build an IT service catalogue Define SLA for critical IT services Monitor and report SL performance Review SLAs, OLAs and UCs Review and Update IT service catalogue Create service improvement Plan Service owner C C A I A C I Process Owner C A/R R A/R R A/R A/R Security Manager C I C I C I I IT Head A/R C R I R C C Chief Architect C I C I I I C Process Manager I I I R R C R
Service Provider :
An Organization supplying Services to one or more Internal Customers or External Customers. Service provider is often used as an short form for IT Service provider. There are three types of business models service providers:
Type I Internal Service Provider
An internal service provider that is embedded within a business unit e.g. one IT organization within each of the business units. The key factor is that the IT Services provide a source of competitive advantage in the market space the business exists in.
Supplier: A Third party responsible for supplying goods or Services that are required to deliver IT services. Examples of suppliers include commodity hardware and software vendors, network and telecom providers, and outsourcing Organizations.
Business
Contract:
A legally binding agreement between two or more parties to supply goods or services
Service Provider
Supplier
Fig: A Basic value Chain
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Supplier Management
Infrastructure Mgmt
Evaluation Management
Service Desk
Access Management
Strategy Generation
Availability Management
Validation & Testing Management Service Asset & Configuration Management Change Management Transition Planning & Support
Problem Management
IT Financial Management
Service Strategy
Service Design
Service Transition
Service Operations
Requirements Service Knowledge Management Systems (SKMS) Including the Service Portfolio & Service Catalog Service Strategy
Strategy
Policies
SDPs
Service Design
Solution Design
Architectures
Standards
SKMS Updated
Service Transition
Transition plans
Tested Solutions
Service Operation
Operations Plan
Operational Services
IT Compliance
IT Service Management
End of Module 1
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Covered so far What it ITIL Process, Function, Technology Life Cycle of Service i.e. SS, SD, ST, SO and CSI We are covering hereon Lifecycle Phases Processes and Functions Tools used for ITSM But before that a quiz !
Module 1: Quiz
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Sample question 1:
Which of the following is NOT one of the ITIL core publications? a) Service Operation b) Service Transition c) Service Derivation d) Service Strategy
Module 1: Quiz
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Sample question 2:
What is the RACI model used for? a) Documenting the roles and relationships of stakeholders in a process or activity b) Defining requirements for a new service or process c) Analyzing the business impact of an incident d) Creating a balanced scorecard showing the overall status of Service Management
Module 1: Quiz
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Sample question 3:
A service owner is responsible for which of the following? a) Designing and documenting a Service b) Carrying out the Service Operations activities needed to support a Service c) Producing a balanced scorecard showing the overall status of all Services d) Recommending improvements
Module 1: Quiz
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Sample question 4:
Which of the following statements is CORRECT? 1. Only one person can be responsible for an activity 2. Only one person can be accountable for an activity a) All of the above b) 1 only c) 2 only d) None of the above
Module 1: Quiz
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Sample question 5:
Which of the following statements are CORRECT about Functions? 1. They provide structure and stability to organizations 2. They are self-contained units with their own capabilities and resources 3. They rely on processes for cross-functional coordination and control 4. They are costlier to implement compared to processes a) 1, 2 and 3 only b) 1, 2 and 4 only c) All of the above d) None of the above
Module 1: Quiz
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Sample question 6:
Which off the following is a characteristic of every process? 1. It is measurable 2. It is timely 3. It delivers a specific result 4. It responds to a specific event 5. It delivers its primary result to a customer or stakeholder a) 1, 2, 3 and 4 only b) 1, 2, 4 and 5 only c) 1, 3, 4 and 5 only d) All of the above
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End of Module 1
Module 2
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Service Strategy
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Lesson objectives At the end of this lesson, you should be able to: Understand the Goals and Objectives of Service Strategy
Shows organization how to transform Service Management into a strategic asset and then think and act in a strategic manner Helps clarify the relationship between various services, systems or processes and the business models, strategies or objectives they support
KEY ROLE: To stop and think about WHY something has to be done, before thinking HOW.
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OR
Constraints removed ?
Utility
Value
Available enough ? Capacity enough ? Continuous enough ? Secure Enough ?
AND
Warranty
Utility
Functionality offered by product /service as the customer views it What the customer gets Fitness for purpose
Warranty
Promise that the product/service will meet agreed requirements
How it is delivered Fitness for use Three Characteristics of warranty >Provided in terms of availability/capacity of services >Ensures customer assets continue to receive utility, even if degraded, through major disruptions > Ensures Security for value-creating potential of customer assets Reduces performance variation
Service Assets Resources and capabilities available to an organization. Resources the IT infrastructure. People, money and others which might help to deliver an IT service; the assets of an organization. Capabilities ability to co-ordinate, control, deploy resources; the intangible assets of an organization.
Resources Financial Capital Infrastructure Applications Information Capabilities Management Organization Processes Knowledge People
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Service Level Packages (Defines level of utility and warranty provided by Service Package) Availability Levels Capacity Levels Continuity Service Features Service Support Security Levels
A decision support and planning tool that projects the likely consequences of a business action Justification for a significant item of expenditure. Includes Information about costs, benefits, options, issues, risks and possible problems Uses qualitative and quantitative terms Type Business case structure 1. Introduction business objectives addressed 2. Methods and assumptions- boundaries of the business case 3. Business Impacts Financial and non financial 4. Risks and Contingencies 5. Recommendations Specific Actions
Risk
Risk is defined as uncertainty of outcome, whether positive opportunity or negative threat. There are two distinct phases. Risk Analysis and Risk Management. Risk analysis is concerned with gathering information about exposure to risk so that the organization can make appropriate decisions and manage risk appropriately. Risk management supports critical decision making process, in terms of evaluating and selecting controls. Management of risk covers a wide range of topics, including business continuity management (BCM), security, program/Project risk management and operational service management.
Service Portfolio
The Service Portfolio represents the commitments and investments made by a service provider across all customers and market spaces. It also includes the ongoing service improvement plans and third party services.
Customer 3
Market Space 1
Customer 2
Service Portfolio
Market Space 2
Customer 1
Market Space 3
Service Portfolio
Market Spaces
Service Operations
Retired Services
Customers
Resources Released
Automation (Tools) are extremely useful to improve utility and warranty of services:
Real time and historical data for analysis Correlation of data from multiple devices Service Impact analysis for prioritization Service Performance optimization
Automation of service processes helps improve the quality of service, reduce costs and reduce risks by reducing complexity and uncertainty, and by efficiently resolving trade-offs. Some of the areas where service management can benefit from automation
Design and modeling Service catalogue Pattern recognition and analysis Classification, prioritization and routing Detection and monitoring Optimization.
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Lesson objectives At the end of this lesson, you should be able Objectives and basic concepts of the two processes in Service Strategy: Demand Management, and Financial Management.
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The primary objective of Demand Management is to assist the IT Service Provider in understanding and influencing Customer demand for services and the provision of Capacity to meet these demands. Other objectives include: Identification and analysis of Patterns of Business Activity (PBA) and user profiles (UP) that generate demand. Utilizing techniques to influence and manage demand in such a way that excess capacity is reduced but the business and customer requirements are still satisfied.
Demand Pattern
Demand Management
User Profile
Pattern of user demand for IT services Each user profile includes one or more PBAs
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Business Opportunities
Business
Technology Capabilities Financial Management
IT
Activities
Budgeting
Predicting the expected future requirements for funds to deliver the agreed upon services and monitoring adherence to the defined budgets. Enables the IT organization to account fully for the way its money is spent.
Accounting
Chargeback
Charging customers for their use of IT Services. Working with the process of Demand Management to anticipate usage of services by the business and the associated financial implications of future service demand.
Demand Modeling
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End of Module 2
Module 2: Quiz
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Question 1:
Which ITIL process is responsible for drawing up a charging system ? a) Availability Management b) Capacity Management c) Financial Management for IT Services d) Service Level Management
Module 2: Quiz
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Question 2:
A Service Level Package is best described as? a) A description of customer requirements used to negotiate a Service Level Agreement b) A defined level of utility and warranty associated with a core service package c) A description of the value that the customer wants and for which they are willing to pay d) A document showing the Service Levels achieved during an agreed reporting period
Module 2: Quiz
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Question 3:
The utility of a service is best described as: a) Fit for design b) Fit for purpose c) Fit for function d) Fit for use
Module 2: Quiz
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Question 4:
The contents of a service package include: a) Base Service Package, Supporting Service Package, Service Level Package b) Core Service Package, Supporting Process Package, Service Level Package c) Core Service Package, Base Service Package, Service Support Package d) Core Service Package, Supporting Services Package, Service Level Packages
Module 2: Quiz
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Question 5:
Setting policies and objectives is the primary concern of which of the following elements of the Service Lifecycle? a) Service Strategy b) Service Strategy and Continual Service Improvement c) Service Strategy, Service Transition and Service Operation d) Service Strategy, Service Design, Service Transition, Service Operation and Continual Service Improvement
Module 2: Quiz
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Question 6:
Which of the following questions does guidance in Service Strategy help answer? 1: What services should we offer and to whom? 2: How do we differentiate ourselves from competing alternatives? 3: How do we truly create value for our customers? a) 1 only b) 2 only c) 3 only d) All of the above
Module 3
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Service Design
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Understand the Goals and Objectives of Service Design Understand the Value Service Design provides to the Business.
To convert the strategic objectives defined during Service Strategy into Services and Service Portfolios. To use a holistic approach for design to ensure integrated end-to-end business related functionality and quality. To ensure consistent design standards and conventions are followed in all services and processes being designed.
Reduced Total Cost of Ownership (TCO) Improved quality of service Improved consistency of service Easier implementation of new or changed services Improved service alignment More effective service performance Improved IT governance More effective Service Management and IT processes Improved information and decision-making
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IT Service Management
Suppliers Manufacturers Vendor Activities RACI Dependencies
Processes
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New or Changed Service Solutions Design Service Management systems and tools design Technology and Management architectures design Processes design Measurement systems design
Defines all aspects of an IT Service and its requirements through each stage of its lifecycle. A service Design package is produced for every new IT service, a major change or for retiring a service.
Business requirements Service Applicability Service Contacts Service Functional Requirements Service Level Requirements Service Design & Topology Service Acceptance Criteria Service Operational Acceptance Plan Service Transition Plan Service Program Organisational Readiness
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Service Catalog Management Service Level Management Supplier Management Capacity Management Availability Management IT Service Continuity Management Information Security Management
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Objectives
To provide a single source of consistent information on all of the agreed services, and ensure that it is widely available to those who are approved to access it. To ensure that a Service Catalog is produced, maintained, and kept current, containing accurate information on all operational services and those being prepared to be run operationally.
Key terms
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Details of all the IT services delivered to the customer, together with relationships to the business units and the business process that rely on the IT services. This is the customer view of the Service Catalogue.
Contains the details of all the IT services delivered to the customer, together with relationships to the supporting services, shared services, components and CIs necessary to support the provision of the service to the business.
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Objectives
To ensure an agreed level of IT service is provided for all current IT services, and future services have an achievable target. To define , document, agree on, monitor measure, report and review the level of IT services provided. To provide and improve the relationship and communication with the business and customers. Proactive measures to improve the levels of service delivered are implemented in a costjustified manner. Service Level requirements (SLRs), Service Catalog, Service Level Agreement (SLA), Operational Level Agreement (OLA), Underpinning contract (UPC)
Key terms
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Service Design
SLA Improvement
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Service Level Agreement (SLA) Operational Level Agreement (OLA) Underpinning Contract (UPC) SLAM Chart
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Network Services
Email Services
Storage Services
OLA OLA OLA OLA Service Desk Hardware Software Applications IT Infrastructure U P C U P C U P C
Storage
External
Supplier
Customer Based vs. Service Based SLAs Customer A Customer B Customer C Service Based Customer Based Service X (Tea) Service Y (Coffee) Service Z (Juice)
Multi Level SLAs Corporate Corporate Level SLA Customer A Customer Level SLA Service X (Tea) Service Y (Coffee) Service Z (Juice) Customer B
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Objectives
To manage suppliers and the services they supply, to provide seamless quality of IT service to the business and ensure that value for money is obtained. Ensure that underpinning contracts and agreements with suppliers are aligned to business needs. Manage relationships with suppliers. Negotiate and agree contracts with suppliers. Manage supplier performance. Maintain a supplier policy and a supporting Supplier and Contract Database (SCD). Supplier and Contract Database (SCD)
Key terms
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Supplier Management
To ensure the UCs are aligned with SLRs and SLAs by managing relationships with Supplier.
Supplier Management
Underpinning Contracts (UCs)
External Suppliers
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Objectives
To ensure that cost-justifiable IT capacity in all areas of IT always exists and is matched to the current and future agreed needs of the business, in a timely manner. Produce and maintain an appropriate and up-todate Capacity Plan. Provide advice and guidance to the business and IT on all capacity and performance-related issues Ensure that service performance achievements meet or exceed all of their agreed performance targets. Capacity plan/ CMIS Business capacity management Service capacity management Resource/Component capacity management
Key terms
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Supply
Capacity
Resources Components
Demand
Performance
Cost
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Forecasts
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Translates business needs and plans into requirements for service and IT infrastructure, ensuring that the future business requirements for IT services are quantified, designed, planned and implemented in a timely fashion. Management, control and prediction of the end-toend performance and capacity of the live, operational IT services usage and workloads. Ensure that the performance of all services, as detailed in service targets within SLAs and SLRs, is monitored and measured, and that the collected data is recorded, analyzed and reported. Management, control and prediction of the performance, utilization and capacity of individual IT technology components.
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Objectives
To ensure that the level of Service Availability delivered in all services is matched to or exceeds the current and future business requirements, in a cost-effective manner. To provide a point of focus and management for all availability-related issues. Produce and maintain an appropriate and up-todate Availability Plan. Ensure that proactive measures to improve the availability of services are implemented wherever it is cost-justifiable to do so. Availability, Reliability, Maintainability, Serviceability Vital business Functions (VBF) Expanded Incident Lifecycle & MTRS, MTBF, MTBSI
Key terms
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Availability Reliability
The percent time of agreed service hours the component or service is available. A measure of how long a component or IT Service can perform its agreed operation without interruption. A measure of how quickly and effectively a component or IT Service can be restored to normal working after a Failure. The ability of a Third-Party Supplier to meet the terms of its Contract. This Contract will include agreed levels of Reliability, Maintainability or Availability for an IT service or component.
Maintainability
Serviceability
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The business critical elements of the business process supported by an IT Service. Typically this will be where more effort and investments will be spent to protect these vital business functions. All aspects of service availability and unavailability and the impact of component availability, or the potential impact of component unavailability on service availability. All aspects of component availability and unavailability.
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Uptime
Time to detect
Time to Record
Time to Diagnose
Time to Repair
Time to Recover
Time to Restore
Mean Time to Restore Service (MTRS) Mean Time to between system incidents (MTBSI)
Downtime
Uptime
Recovered
Incident 1
Diagnose
Repaired
Restored
Record
Detect
Incident 2
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Objectives
To support the overall Business Continuity Management (BCM) process by ensuring that the required IT technical and service facilities (including computer systems, networks, applications, data repositories, telecommunications, environment, technical support and Service Desk) can be resumed within required, and agreed, business timescales. Maintain a set of IT Service Continuity Plans and IT recovery plans that support the overall Business Continuity Plans (BCPs) of the organization. Business Continuity Planning (BCP) Business Impact Analysis (BIA) Business Continuity Management (BCM) Risk Analysis
Key terms
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Strategies and actions to take place to continue Business Processes in the case of a disaster. It is essential that the ITSCM strategy is integrated into and a subset of the BCM strategy. Quantifies the impact loss of IT service would have on the business. Identifies the most important services to the organisation and is therefore critical input to Strategy The business critical elements of the business process supported by an IT Service. Typically this will be where more effort and investments will be spent to protect these vital business functions.
Risk
Possibility of an event occurring that could cause harm or loss, or affect the ability to achieve Objectives. A Risk is measured by the probability of a Threat, the Vulnerability of the Asset to that Threat, and the Impact it would have if it occurred. Identification & Evaluation of Assets, Threats and Vulnerabilities that exist to business processes, IT services, IT infrastructure and other assets. Identifying appropriate risk responses or costjustifiable countermeasures to combating identified risks.
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Initiation
Invocation
On Going Operations
Implementation
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Objectives
To align IT security with business security and ensure that information security is effectively managed in all service and IT Service Management activities. To protect the interests of those relying on information, and the systems and communications that deliver the information, from harm resulting from failures of availability, confidentiality and integrity.
Key terms
Availability, Confidentiality, Integrity Information Security policy Information Security Management System (ISMS)
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Confidentiality
Protecting information against unauthorized access and use. Examples: Passwords, swipe cards, firewalls Accuracy, completeness and timeliness of services, data information, systems and physical locations. Examples: Rollback mechanisms, test procedures, audits. The information should be accessible at any agreed time. This depends on the continuity provided by the information processing systems. Examples: UPS, resilient systems, Service desk hours
Integrity
Availability
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Audience for Security Policy These policies should be widely available to all customers and users, and their compliance should be referred to in all SLRs, SLAs, contracts and agreements.
An overall Information Security Policy Use and misuse of IT assets policy Access control policy Password control policy E-mail policy internet policy Anti-virus policy Information classification policy Document classification policy Remote access policy Policy for supplier access of IT service, information and components Asset disposal policy.
Lesson 3.28: Information Security Management: Information Security Management System (ISMS)
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Service level Agreements (SLAs) Underpinning Contracts (UCs) Operational level agreements (OLAs) Policy Statements
Plan
Implement
Awareness, Classification Personnel Security Physical Security Systems Security Security Incident Procedures
Control
Organize Establish framework Allocate responsibilities
Maintain
Evaluate
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End of Module 3
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Module 3 : Quiz
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Question 1:
Which of the following is NOT one of the five individual aspects of Service Design? A. The design of the Service Portfolio, including the Service Catalogue B. The design of new or changed services C. The design of Market Spaces D. The design of the technology architecture and management systems
Module 3 : Quiz
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Question 2:
Which of the following is MOST concerned with the design of new or changed services? A. Change Management B. Service Transition C. Service Strategy D. Service Design
Module 3 : Quiz
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Question 3:
Implementation of ITIL Service Management requires preparing and planning the effective and efficient use of: A. People, Process, Partners, Suppliers B. People, Process, Products, Technology C. People, Process, Products, Partners D. People, Products, Technology, Partners
Module 3 : Quiz
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Question 4:
What is the MAIN goal of Availability Management? A. To monitor and report availability of components B. To ensure that all targets in the Service Level Agreements (SLAs) are met C. To guarantee availability levels for services and components D. To ensure that service availability matches or exceeds the agreed needs of the business
Module 3 : Quiz
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Question 5 :
The Information Security Policy should be available to which groups of people? A. Senior business managers and all IT staff only B. Senior business managers, IT executives and the Information Security Manager only C. All customers, users and IT staff D. Information Security Management staff only
Module 3 : Quiz
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Question 6 :
Which of the following are activities that would be carried out by Supplier Management? 1: Management and review of Organisational Level Agreements (OLAs) 2: Evaluation and selection of suppliers 3: Ongoing management of suppliers A. 1 and 2 only B. 1 and 3 only C. 2 and 3 only D. All of the above
Module 4
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Service Transition
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Understand the Goals and Objectives of Service Transition Explain What value Service Transition provides to the Business
Assure proposed changes in the Service Design package are realized. Plan for and Implement the Deployment of Releases for New or Changed Services. Test Releases so as to minimize the possibility of undesirable impact to the Production environment. Retire or Archive Services.
KEY ROLE: To move Services from Design to Operations, without impacting the ongoing Services
Plan and manage the resources to establish successfully a new or changed service into production within the predicted cost, quality and time estimates. Ensure there is minimal unpredicted impact on the production services, operations and support organization. Increase the customer, user and Service Management staff satisfaction with the Service Transition practices including deployment of the new or changed service, communications, release documentation, training and knowledge transfer. Increase proper use of the services and underlying applications and technology solutions.
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Understand the V Model of Service Transition Understand Configuration Item Understand Configuration Management System
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CIs typically include IT Services, hardware, software, buildings, people, and formal documentation such as Process documentation and SLAs
Information about all Configuration Items CI may be entire service, or any component Stored in 1 or more databases (CMDBs) CMS stores attributes Any information about the CI that might be needed CMS stores relationships Between CIs With incident, problem, change records etc. CMS has multiple layers Data sources and tools, information integration, knowledge processing (scorecards, dashboards etc.), presentation
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Lesson objectives At the end of this lesson, you should be able to understand Objectives and basic concepts of the four processes in Service Transition:
Change Management Service Asset and Configuration Management Release and Deployment management, And Knowledge Management
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Scope
Addition, Modification or Removal of Any Service or Configuration Item or associated documentation Including Strategic, Tactical and Operational changes Excluding Business strategy and process Anything documented as out of scope
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Change Manager
Process owner Ensures that process is followed Usually authorizes minor changes Coordinates and runs CAB meetings Produces change schedule Coordinates change/built/test/implementation Reviews/Closes Changes
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Business pressure to just do it Inaccurate and incomplete Configuration Management System Siloed Technical Function areas Misunderstanding of Emergency changes Scalability across large organizations Vendor/Contract Compliance Adhoc nature of people
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Lesson 3.12: Service Asset and Configuration Management: Goals and Objectives
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The goal of SACM is to provide a logical model of the IT infrastructure correlating IT services and different IT components (physical, logical etc) needed to deliver these services The objective of SACM is to define and control the components of services and infrastructure and maintain accurate configuration records. This enables an organization to comply with corporate governance requirements, control its asset base, optimize its costs, manage change and release effectively, and resolve incidents and problems faster.
Basic Concepts
What is a Configuration Item (CI) ?
Anything that needs to be managed in order to deliver an IT Service CI information is recorded in the Configuration Management System CI information is maintained throughout its lifecycle by Configuration Management All CIs are subject to Change Management control CI Types : CIs typically include IT Services, hardware, software, buildings, people, and formal documentation such as Process documentation and SLAs
Lesson 3.13: Service Asset and Configuration Management: Basic Concepts: Contd..
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Basic Concepts
What is a Configuration Management System (CMS) ?
Information about all Configuration Items CI may be an entire service, or any component Stored in 1 or more databases (CMDBs) CMS stores attributes Any information about the CI that might be needed CMS stores relationships Between CIs With incident, problem, change records etc. CMS has multiple layers Data sources and tools, information integration, knowledge processing (scorecards, dashboards etc.), presentation
Lesson 3.13: Service Asset and Configuration Management: Basic Concepts: Contd..
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Basic Concepts
What is a Definitive Media Library (DML) ? The only source for build and distribution Master copies of all software assets In house, external software houses Scripts as well as code Management tools as well as applications Including licenses Quality checked Complete, correct, virus scanned ..
Lesson 3.14: Service Asset and Configuration Management: Basic Concepts: CMDB & DML
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Basic Concepts
DML and CMDB
Lesson 3.15: Service Asset and Configuration Management: Basic Concepts: Logical Model
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Services E - Banking User Experience Availability SLA Application E - Sales Application User Experience SLA Availability
Messaging
Data services
Data services
Messaging
Authentication
Lesson 3.16: Service Asset and Configuration Management: Basic Concepts: Relationship between CMDB, CMS and SKMS
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SKMS
Informed Decision
CMS
CMDB
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Release management is responsible for planning, scheduling, and controlling the movement of new or changed services, in the form of a release package, to both the testing and the live production environments Deployment management is responsible for the movement of new or changed hardware, software, documentation, or other configuration items into the live production environment.
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Control and minimize the impact of releases to the ongoing services Transfer knowledge and skills to end users and support teams, leading to an effective use and support
Lesson 3.21: Release and Deployment Management: Basic Concepts: Release Policy
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Release Policy: The overarching strategy for Releases and was derived from the Service Design phase of the Service Lifecycle and typically includes: Release Description with the unique identification, numbering and naming conventions. The roles and responsibilities at each stage in process. The expected frequency for each type of release The approach for accepting and grouping changes into a release. The mechanism to automate the build, installation and release distribution processes to improve re-use, repeatability and efficiency How the configuration baseline for the release is captured and verified against the actual release contents, e.g. hardware, software, documentation and knowledge Exit and entry criteria and authority for acceptance of the release into each Service Transition stage and into the controlled test, training, disaster recovery and production environments Criteria and authorization to exit early life support and handover to Service Operations.
Lesson 3.20: Release and Deployment Management: Basic Concepts: Release Unit
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Release package
- Single release or many related releases - Can include hardware, software, utility, warranty, documentation, training
Lesson 3.21: Release and Deployment Management: Basic Concepts: Release Types
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Minor Release:
Contains small enhancements and fixes. A Minor Upgrade or release generally supersedes previous emergency fixes.
Emergency Release:
Normally linked to an Emergency change.
Lesson 3.22: Release and Deployment Management: Basic Concepts: Release and Deployment Approaches
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Release and Deployment Approaches Big bang versus phased approach Phased approach can be users, locations, functionality ..
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The goal of Knowledge Management is to Improve quality of management decision making by ensuring that reliable and secure information and data is available throughout the service lifecycle The objective of Knowledge Management is to ensure that the right information is delivered to the appropriate place or person at the right time to enable informed decisions.
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Knowledge Management is The process responsible for gathering, analyzing, storing and sharing knowledge and information within an organization. The primary purpose of knowledge Management is to improve efficiency and effectiveness by reducing the need to rediscover knowledge.
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A set of tools for managing knowledge and information. SKMS includes CMS. SKMS contains all the information needed to manage the lifecycle of IT Services.
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Module 4 : Summary
Goals and Objectives Service Transition V Model Service Transition processes: Change Management Service Asset and Configuration Management Release and Deployment Management Knowledge Management
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Module 4 : Quiz
Module 4: Quiz
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Question 1:
Which of the following statements about a standard change is INCORECT ? a) A Standard change is a low risk change b) Standard changes are pre-authorized changes c) Standard changes are authorized by E-CAB d) Standard changes are only raised by Incident Management
Module 4: Quiz
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Question 2:
Which statement is the CORRECT statement about the relationship between CMS and SKMS ? a) The SKMS is a part of the CMS b) The CMS is a part of the SKMS c) There is no relationship between the CMS and SKMS d) The CMS and the SKMS are the same
Module 4: Quiz
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Question 3:
Whish of the following is an activity of SACM ? a) Account for all the Financial assets of an organization b) Specify the relevant attributes of CI c) Implement ITIL across the organization d) Design Service models to justify ITIL implementations
Module 4: Quiz
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Question 4:
Which of the following does Service Transition provide guidance on: 1. Moving New and Changed Services to production 2. Testing and Validation 3. Transfer of services to and from external service provider a) All of the above b) None of the above c) Only 1 and 2 d) Only 1
Module 4: Quiz
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Question 5:
Which of the following is an INCORRECT Release and Deployment approach? a) Propagate and Consolidate b) Push and Pull c) Big bang and Phased d) Automated and Manual
Module 4: Quiz
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Question 6:
Which of the following would be stored in the DML? 1. Copies of Purchased software 2. Copies of Internally developed software 3. Relevant License documentation 4. The Change schedule a) All of the above b) 1 and 2 only c) 3 and 4 only d) 1, 2 and 3 only
Module 5
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Service Operations
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Understand the Goals and Objectives of Service Operations Briefly Explain What Value Service Operations provide to business Understand Key Concepts & definitions Understand the Role of Communication in Service Operations
To coordinate and carry out the activities and processes required to deliver and manage services at agreed levels to business users and customers. Responsible for the ongoing management of the technology that is used to deliver and support services. Carrying out activities and Processes required to deliver and manage Services at agreed levels.
KEY ROLE: How to achieve effectiveness & efficiency in Service Delivery so as to ensure value to business and the service provider
Service Operations is where the plans, designs and optimizations from other ITIL lifecycle phases are executed and measured.
Service value is modeled in Service Strategy The cost of the service is designed, predicted and validated in Service Design and Service Transition Measures for optimization are identified in Continual Service Improvement
Good communication is important across all phases of the service lifecycle but particularly so in Service Operation Good communication is needed between all IT Service Management staff and with users/ customers / partners. Issues can often be mitigated or avoided through good communication . All communication should have: - Intended purpose and/ or resultant action - Clear audience, who should be involved in deciding the need/format Examples of Communications in Service Operations
Routine operational communication Communication between shifts Performance reporting -Communication related to emergencies Training on new or customized processes and service designs
An expected or unexpected change of state of a an IT component that could negatively impact delivery of IT services. Events are typically notifications created by an IT service, Configuration Item (CI) or a monitoring tool. Event Type Informational Warning Description An event that does not require any action, regular operation Example: Notification that a scheduled workload has completed An Event that is unusual but not an exception, requires closer monitoring. Example: A servers CPU utilization is approaching maximum performance threshold. An Event signifying a service or a device is operating abnormally Example: A PC scan reveals the installation of unauthorized software.
Exception
Alert
A warning that a threshold has been reached, something has changed, or a Failure has occurred. Alerts are often created and managed by System Management tools. Alerts are managed by the Event Management Process. Objective is to notify the concerned Stakeholders
Incident
An unplanned interruption to an IT service. A reduction in the quality of an IT service. Failure of an IT component that has not yet affected service, but could likely disrupt service if left unchecked. This can be raised by IT support teams. Example: Failure of a server in a clustered mode.
Relationship between Events, Alerts and Incident All Alerts are Events, but not all Events trigger Alerts All Incidents are Events, but all Events are not Incidents
Service Request
A generic description for many varying types of demands that are placed upon the IT Department by the users. Many of these requests are actually small changes low risk, frequently occurring, low cost, etc. Their scale and frequency, low-risk nature means that they are better handled by a separate process, rather than being allowed to congest and obstruct the normal Incident and Change Management processes. Examples: A request to change a password, A request to install an additional software application onto a particular PC, A request to relocate some items of desktop equipment
Problem
The cause of one or more incidents. The cause is not usually known at the time a Problem Record is created, and the Problem Management Process is responsible for further investigation. Prioritized in the same way and for same reasons as Incidents.
Workaround
A temporary way to restore service failures to a usable level. For example; rebooting a server hang. Used for reducing or eliminating the Impact of an Incident or Problem for which a full Resolution is not yet available. Workarounds for Incidents that do not have associated Problem Records are documented in the Incident Record. Workarounds for Problems are documented in Known Error Records.
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Lesson 1.8: Known Error (KE) and Known Error Database (KEDB)
Known Error (KE)
A Problem that has a documented Root cause and a Workaround. A known error might be raised for a problem whose root cause is not yet known but a workaround has been identified. Known Errors are created and managed throughout their Lifecycle by Problem Management. Known Errors may also be identified by Development or Suppliers. For example; Application incompatibility reports for Windows by Microsoft .
Impact
A measure of the effect of an Incident, Problem or Change on Business Processes. Based on how Service levels will be affected. A measure of how long it will be until an Incident, Problem or Change has a significant Impact on the Business. The relative importance of an Incident, Problem or Change. Priority is based on Impact and Urgency, and is used to identify required times for actions to be taken. For example, the SLA may state that Priority 2 Incidents must be resolved within 12 hours.
Urgency Priority
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Definition The process responsible for monitoring Events throughout their Lifecycle. Objectives
To detect events, make sense of them and determine the appropriate control action. Can be used as a basis for automating many routine Operations Management activities, For example - executing scripts on remote devices, or - submitting jobs for processing It provides a way of comparing actual performance and behavior against design standards and SLAs. Provide the basis for Operational Monitoring and Control
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Definition
The process for dealing with all incidents; this can include failures, questions or queries reported by the users (usually via a telephone call to the Service Desk), by technical staff, or automatically detected and reported by event monitoring tools.
Objectives
To restore normal service operation as quickly as possible and minimize the adverse impact on business operations To ensure that the best possible levels of service quality and availability are maintained, i.e. restore service within SLAs
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Value to Business
Lower downtime to the business, which in turn means higher availability of the service. The capability to identify business priorities and dynamically allocate resources as necessary. The ability to identify potential improvements to services.
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Incident Models
Major Incident
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Potential problems
Availability incidents Change Manage ment CI data Maintain faulty CI Status RFC for resolving Incidents Incidents from Failed Changes
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Objectives
To prevent problems and resulting incidents from happening and to eliminate recurring incidents To minimize the impact of incidents that cannot be prevented.
Scope
Activities required to diagnose the root cause of incidents and to determine the resolution to those problems. Responsible for ensuring that the resolution is implemented through the appropriate control procedures, especially Change Management and Release Management. Maintain information about problems and the appropriate workarounds and resolutions
Value to Business
Together with Incident and Change Management increases IT service availability and quality. Reduction in downtimes and disruptions of Business critical systems. Reduced expenditure on workarounds or fixes that do not work Reduction in cost of effort in firefighting or resolving repeat incidents.
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Lesson 2.15: Problem Management: Process Flow: Interfaces with Other Processes
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Problem Management
Financial Management
Problem Management provides management information about the cost of resolving and preventing problems
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Objectives
To provide pre-defined pre-approved standard services to users. To provide users with information on available services and procedures for obtaining them. Deliver requested standard services. Assist IT users with general information, comments and complaints
Basic Concepts
Request models Specific procedures for handling certain types of requests For example; IMACS, Password resets, etc.
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Objectives
To grant authorized users the right to use a Service and deny access to unauthorized users To Execute policies and actions defined in Security and Availability Management
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Rights
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Definition
A Service Desk is a functional unit made up of a dedicated number of staff responsible for dealing with a variety of service events, often made via telephone calls, web interface, or automatically reported infrastructure events. Acts as daily Single point of contact for IT users
Objectives
To restore the normal service to the users as quickly as possible. Operate as Level 1 for Incident Management and Request Fulfillment i.e. Log calls, do initial diagnosis and investigation and if possible resolve and close. Manage Incidents throughout its lifecycle, which also includes user communication and Technical & hierarchical escalations. Conducting customer/user satisfaction survey.
Description Located physically close to the user community it serves. Service desk is deployed at one central physical location. Impression of single, centralized Service desk, through the use of technology and tools to create a virtual Service desk. Multiple Service desks across time zones to provide 24x7 service. specialist groups within the overall Service Desk structure, so that incidents relating to a particular IT service can be routed directly (normally via telephony selection or IVR or a web-based interface) to the specialist group.
4. Follow-The-Sun 5. Specialized
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Application Support
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Application Support
Infrastructure Support
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Minimum qualifications
Interpersonal skills, Business and underlying IT understanding Skill sets Customer and Technical emphasis, Expert Typing skills
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Objectives
To help plan, implement and maintain a stable technical infrastructure to support the organizations business Processes -Well designed and highly resilient, cost-effective infrastructure configuration
- Use of adequate technical skills to maintain the technical infrastructure and to speedily diagnose and resolve any technical failures that do occur.
Objectives
To helping to identify functional and manageability requirements for application software so as to support the organizations business Processes. Assist in design and deployment of applications. Assist in ongoing support/maintenance/improvement of applications.
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Module 5 : Quiz
Question 1:
Major Incidents require: A. Separate procedures B. Less urgency C. Longer timescales D. Less documentation
Question 2:
Which of the following should be done when closing an Incident? 1: Check the Incident categorization and correct it if necessary 2: Decide whether a Problem needs to be logged A. 1 only B. Both of the above C. 2 only D. None of the above
Question 3:
Which of the following is NOT a valid objective of Request Fulfillment? A. To provide information to users about what services are available and how to request them B. To update the Service Catalogue with services that may be requested through the Service Desk C. To provide a channel for users to request and receive standard services D. To source and deliver the components of standard services that have been requested
Question 4:
Which Functions are included in IT Operations Management? A. Network Management and Application Management B. Technical Management and Application Management C. IT Operations Control and Facilities Management D. Facilities Management and Technical Management
Question 5:
What is the BEST description of the purpose of Service Operation? A. To decide how IT will engage with suppliers during the Service Management Lifecycle B. To proactively prevent all outages to IT Services C. To design and build processes that will meet business needs D. To deliver and manage IT Services at agreed levels to business users and customers
Question 6:
Which of these activities would you expect to be performed by a Service Desk? 1: Logging details of Incidents and service requests 2: Providing first-line investigation and diagnosis 3: Restoring service 4: Diagnosing the root-cause of problems A. All of the above B. 1, 2 and 3 only C. 1, 2 and 4 only D. 2, 3 and 4 only
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End of Module 5
Module 6
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Review analyze and recommend improvement opportunities in all the life cycle phases To make CSI activities, fact based, CSI Reviews and analyze Service level achievement results Identify and implement activities for improve service efficiency and effectiveness to improve service quality Improve cost effectiveness Ensure appropriate quality management methods are used to support CSI activities
Scope of CSI:
Overall health of ITSM. It takes care of entire ITSM as well as all dependent services. Alignment of the service portfolio with business needs After implementing and operating processes, CSI help Maturing the processes.
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Understand the Basic Concepts and Key Principles of Continual Service Improvement John Kotters eight steps for Organization Transformation
Successful CSI requires organizational change Organizational change presents challenges Use formal approaches to address people-related issues: John Kotters Eight steps to transforming your organization Project Management
Steps
Quotes
50% of transformations fail in this stage. Without motivation, people wont help and efforts goes nowhere 76% of companys management should be convinced of the need Understand difficulties and producing change. Lack of effective, Strong leadership Not a powerful coalition. Opposition eventually stops the change initiatives. Without a sensible vision transformation effort can easily dissolve into a list of confusing, incompatible projects. An explanation of 5 minutes should obtain reaction of understanding and Interest.
Creating a Vision
Communicating Vision
Without credible communication, and lot of it, the hearts and minds of the troops are never captured. Make use of all communication channels.
Steps
Quotes
Structures to underpin the vision.. And removal of barriers to change. More people involved, the better the outcome. Reward initiatives. Real transformation takes time. Without quick wins too many people give up or join the ranks of those opposing change. Actively look for performance improvements and establish clear goals. Communicate success. Until changes sink deeply into the culture new approaches are fragile and subject to regressions. In many cases worker revert to old practices. Use credibility of quick wins to tackle even bigger problems. Show how new approaches, behavior and attitude have helped improve performance. Ensure selection and promotion criteria underpin the new approach.
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Technology metrics: typically components and applications For example Performance Availability Process metrics: Critical Success Factors (CSFs), Key Performance Indicators (KPIs), activity metrics for ITSM processes Service metrics: end-to-end service metrics (often Service metrics are a sum of process and technology metrics)
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Improvement Favorable Outcome showing a measurable increase in a desirable metric or a decrease in undesirable metric. Benefit Gain achieved from Improvement. This is generally associated with ROI or VOI. Return on Investment (ROI) Quantifiable monetary benefit achieved by expending a certain amount of money, usually expressed as a percentage. Value on Investment (VOI) Non monetary benefit, such as branding, achieved by expending a certain amount of money. Baseline Benchmark used as a reference point for later comparison.
PLAN
DEFINE WHAT YOU CAN MEASURE PRESENT AND USE THE DATA
DO
GATHER THE DATA WHO, HOW, WHEN
ACT
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Module 6 : Quiz
Module 6: Quiz
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Question 1:
Which of the following does CSI provide guidance on? 1. How to improve process efficiency and effectiveness 2. How to improve services 3. Improvement of all phases of service lifecycle 4. Measurement of processes and services a) 1 and 2 only b) All of the above c) 2 only d) 1, 3 and 4 only
Module 6: Quiz
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Question 2:
Which is the first activity of the CSI model? a) Carry out a baseline assessment to understand the current situation b) Understand the Business Vision and Objectives c) Agree on priorities for Improvement d) Create and verify a plan
Module 6: Quiz
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Question 3:
Which of the following is NOT a metric described in CSI? a) Process Metric b) Personnel Metric c) Service Metrics d) Technology Metrics
Module 6: Quiz
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Question 4:
Which of the following are objectives of CSI? 1. To improve process efficiency and effectiveness 2. To improve services 3. To improve all phases of service lifecycle except Strategy 4. To improve International standard such as ISO 20000 a) 1 and 2 only b) 2 and 4 only c) 1, 2 and 3 only d) All of the above
Module 6: Quiz
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Question 5:
Learning and Improvement is the PRIMARY concern of which of the following phases of service lifecycle? a) Continual Service Improvement b) Service Strategy and Service Design c) Service Strategy, Service Transition and Service Operation d) Service Strategy, Service Design, Service Transition and Service Operation
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Module 6 : Summary
Goals and Objectives of CSI John Kotters 8 steps of Organizational Transformation Service Measurement and Metrics 7 Step Improvement process CSI Improvement Model
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Read the question CAREFULLY At this level of exam the obvious answer is often the correct answer (if you have read the question carefully!) Beware of being misled by the preliminary text for the question If you think there should be another choice that would be the right answer, then you have to choose the most right Use strategies such as What comes first? or What doesnt belong? to help with the more difficult questions Where there are questions that involve multiple statements (i.e. 1, 2, 3, 4), then try to eliminate combinations that are immediately incorrect (based on something you can remember) so that the question is broken into smaller, and more manageable pieces.
ITIL V3 Foundation Certification Exam : Practical Tips The question is asking What all
238 Using Elimination Methodology, this statement is ruled out, as function design is notsee with an example Lets applicable to ALL process designs. Sample Question
statements given below are applicable to all the processes ? how to answer the questions.
Which of the following statements is CORRECT for ALL processes? Again Using Elimination Methodology, this a) They define functions as part of their statement is ruled out, as not all processes design are carried out by external service provider, some b) They should deliver value for stakeholdersmight be carried out by internal teams as well. c) They are carried out by an external service provider in support of a customer d) They are units of organizations responsible for specific outcomes After going through all the statements listed, This seems to be the obvious answer, But assuming this isn't an obvious answer, lets evaluate other options. This statement is also ruled out, as processes are not units of organizations, they are called functions. This leaves the Statement B as the best answer.
The question is asking what all statements are applicable for DML
Which of the following statements about a Definitive Media Library (DML) are CORRECT? Statement 1 & 3 are correct 1. The DML can include a physical store by the definition of DML 2. The DML holds definitive hardware spares 3. The DML includes master copies of controlled documentation a) All of the above b) 1 and 2 only c) 2 and 3 only d) 1 and 3 only Based on the above three statements, Choices A, B Statement 2 is incorrect and C are eliminated as as DML stores only Media and related documentation, Hardware spares are they include statement 2, stored in DHS only Choice D is correct
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Module 6 : Summary
Thank You