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IBM Global Services

ITIL Foundation Course V1.0


Introduction to the IT Infrastructure Library

Configuration Management

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© 2004 IBM Corporation


IBM Global Services

Unit 07
Configuration Management

Content:

 Configuration Management – objective and overview


 Some definitions
 Responsibilities and obligations
 Important aspects:
– Configuration Management Database (CMDB)
– Interfaces to other SM processes
– Variant and baseline
– License management
 Benefits, costs, risks
 Best practices
 Summary

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Configuration Management
Integration into the IPW Model

Source: IPW Model is a trade mark of Quint Wellington and KPN Telecoms

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Configuration Management
Mission Statement
Configuration Management provides a logical model for the infrastructure
or a service by identifying, controlling, maintaining, and verifying the
versions of Configuration Items (CIs) in existence.
Configuration Management covers the identification, recording, and reporting of IT
components, including their versions, constituent components, and relationships. Items
that should be under the control of Configuration Management include hardware,
software, and associated documentation.

The goal of Configuration Management is to provide IT infrastructure control through the


identification, registration, monitoring, and management of:
 All the Configuration Items of the IT infrastructure in scope
 All configurations, versions, and their documentation
 All changes, errors, service level agreements, and history of the components in
general
 Relationships between the different components
 Exceptions between configuration records and the real infrastructure

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Configuration Management
Tasks

Configuration Management is responsible for:


 Specification of versions, configuration
status accounting of all current and
historical data concerned with each CI
throughout its lifecycle
IT
 Documentation of the relationship Infrastructu
between all CIs re
Planning
 Tracing records about any CI Identification
 Ensuring that only authorised changes & naming
on a Configuration Item have been
implemented
Status proof
 Reviews and audits that verify the
physical existence of CIs and check
that only authorised and identifiable Control CMDB
CIs are accepted and correctly
Verification
recorded in the Configuration and audit
Management system.

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Configuration Management
Definition: Configuration Item
All components that are part of the IT infrastructure are called Configuration
Items (CIs).
Configuration Items:
 Are required to provide services
 Should be clearly identifiable
 Are submitted for changes
 Have to be administered

CI
Configuration Items have: CI
 A category
 Relationships
 An attribute CI

CI CI
 A status

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Configuration Management
Definition: Configuration Item – Scope and Level of Detail

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scope
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Configuration Management
Tasks

Configuration Configuration
identification Control

Configuratio
n
Managemen
t

Verification and
Status
Audit
Accounting

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Configuration Management
Configuration Management Database (CMDB) – Structure Overview

IT Infrastructure

Hardware Software Network Documentation


CI Categories

Suite 1 Suite 2

Superordinated CI
(Parent)
Program 1- 1 Program 1- 2 Program 1- 3
Subordinated CI
(Children)

Module 1- 2- 1 Module 1- 2- 2

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Configuration Management
CMDB – Status of CI

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CMDB scope

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Configuration Management
Interfaces with all other processes

Start
Problem finding and solution process

Incident Strategic processes


Finance
Problem
Architectures
Known error
Configuration
RFC Management Other modules
Data Base
(CMDB) Service Level
Approved change Management
IT Continuity
Changed, tested, Management
implemented

Closure

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Configuration Management
Relationship with Release and Change Management
Change Release Configuration
Management Management Management

Configuration Management Database


Register RFC and Documentation and
assign ID configuration audit

Definitive Software Library


Reporting of
Impact analysis affected CIs, areas,
and people

Update
Approve change
documentation
Distribution of
Implementation software and
(includes pre-release hardware Update
testing for software) documentation documentation

Post-implementation
review
Store changed CIs
according to quality
Close RFC
required

Closure

Example: release of new software


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Configuration Management
CIs and their relations to other processes

Incident Record Change Record

CI
Problem Record Known Error Record

Service / SLA

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Configuration Management
Variant and Baseline

Variant
Configuration items with same base functionality, but with minor differences (for
example, a printer with additional RAM is a variant of a printer).

Baseline (basis of comparison)


A configuration baseline is the configuration of a product or system established at a
specific point in time, which captures both the structure and details of a configuration. It
serves as a reference for further activities. An application or software baseline provides
the ability to change or to rebuild a specific version at a later date.
A configuration baseline is also a snapshot, or a position, that is recorded. Although the
position may be updated later, the configuration baseline remains fixed as the original
state and is thus available to be compared with the current position. A configuration
baseline is used to assemble all relevant components in readiness for a change or
release, and to provide the basis for a configuration audit and regression, for example
after a change.
The Configuration Management system should be able to save, protect, and report on a
configuration baseline, its contents, and documentation.

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Configuration Management
Licence Management

Responsibility for controlling and auditing software licences should be


unambiguous and involves purchasing and Asset or Configuration Management.

 Company directors, senior managers, and others, are liable to face


imprisonment and fines if illegal software is found to be in use within their
enterprise.
 Purchase of unnecessary licences wastes resources.
 Configuration Management enables an enterprise to monitor and control
software licences, from purchase to disposal.

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Configuration Management
Benefits

 Improved Asset Management


 Helps to minimize risks of changes
 Provides accurate information on CIs and their documentation
 Improves security by controlling the versions of CIs in use
 Facilitates adherence to legal obligations
 Helps in financial and expenditure planning
 Supports Release Management and Service Level Management

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Configuration Management
Costs

Costs are outweighed by benefits, because Configuration Management allows


handling of a large volume of changes, thus keeping quality. Configuration
Management control reduces risks of viruses, wrong software, fraud, theft, and
so on.
 Staff costs for developing and running procedures
 Hardware and software configuration identification
 Hardware and software for the CMDB & DSL
 Customization of Configuration Management tool
 Integration with other Service Management tools
 Training and education

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Configuration Management
Risks

Potential problem areas:

 CIs with too much or too little detail


 Interfaces to other systems in which CI information is stored
 Keep the information in the CMDB accurate
 Roles and responsibilities
 Lack of configuration control
 Overambitious schedules and unrealistic expectations
 No commitment from management

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Configuration Management
Best Practices

 Early establishment of configuration management


 Show the extraordinary significance of the database thus created
 Enforce the compliance of change management processes
 Meticulous selection and design of support tools
 Inventory should be tool supported and automated
 "You can only control what you know or what is documented."

19 ITIL Foundation Course | Student material v1.0 © 2004 IBM Corporation


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Configuration Management
Summary

 Configuration Management provides a logical model of the infrastructure or a


service by identifying, controlling, maintaining, and verifying the versions of
Configuration Items (CIs) in existence.
 Activities: planning, identification and registration, status accounting, control,
verification and audit, reporting, role for the evaluation of change effects.
 Configuration Items: categories, attribute, relationships, status, unique
reference number
 Configuration Management Database (CMDB)
 Scope and level of detail of CMDB (value of information)
 Variant and Baselines
 Licence Management
 Configuration Management process supports all other service management
processes

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