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Today we are announcing some changes to the System Center Service Manager product plan. Visit http://blogs.technet.com/systemcenter/archive/2008/02/07/system-center-service-manager-update.aspx for more information.

This week, we invited our friends over at Microsoft's own IT department to share some of their early thoughts on System Center Service Manager and their plans around the recently released Beta build. 

Hello from MSIT (Microsoft IT). My name is Greg Feiges and I recently joined MSIT as a product manager on the team that is “dogfooding” System Center Service Manager. At Microsoft, all enterprise software we ship is required to be implemented internally (dogfooding) by MSIT in production before the product is allowed to be shipped to the general public. System Center Service Manager is no exception.  By being the first and best customer to the product teams, MSIT helps product development teams throughout Microsoft design, develop, test and release high quality software that can be used to meet business needs throughout a wide variety of external companies and organizations.

In fact, our team inside of MSIT has formed a tight alignment with the System Center Service Manager product team and has been working them for approximately a year. This approach has been a departure from traditional “dogfooding” efforts that typically have aligned to the Beta 2 release of any particular Microsoft product.  The results of partnering this early in the development life cycle have been positive.  By working with the System Center Service Manager team early in the development lifecycle, we have been able to incorporate 80% of our business requirements directly into the product. We feel that engaging this early in the product development lifecycle will not only result in a stronger product at RTM  (Release to Manufacturing) for our internal infrastructure, but will benefit our external customers as well.

Like many other larger organizations, MSIT has developed a number of customized tools to support its operations. Many of these tools have been maintained over the years as separate point solutions resulting in a low level of integration across the multiple Microsoft Operations Framework processes that the individual tools were designed to support.  We are eager, therefore,  to implement the integrated Change/Asset/Incident/and Knowledge management modules found in System Center Service Manager.  We also feel that this level of integration will give us more accurate information when implementing production changes and will facilitate quicker resolution of incidents by utilizing the integration inherent in System Center Service Manager, and will allow us to retire internally developed and maintained applications that were providing this very same integration.

On the process front, the System Center Service Manager product team has really done a great job in embracing MOF/ITIL as part of the product design.  All functions provided in V1 of System Center Service Manager are designed with the tenets of MOF/ITIL in mind. The System Center Service Manager product team is not only incorporating our internally developed metrics, but also looking to provide generic MOF/ITIL reporting which allow us to measure efficiencies in operations across teams in a standard manner.  MSIT will benefit from this adoption by standardizing on a common taxonomy provided by the MOF/ITIL frameworks. This will in turn allow us to realize common reporting structures and make us more agile in supporting new entities to IT enabling us to align more tightly align with business needs.

We are also very excited about the way the System Center Service Manager is integrating the concepts of the Dynamic Systems Initiative. In particular, the System Center Service Manager Asset module has incorporated the Service Modeling Language as a core component to standardize on a common taxonomy for describing hardware components and their relationships with one another.  Additional out of the box integration scenarios to automatically capture asset data from System Center Configuration Manager (also being “dogfooded” internally by our System Center Configuration Manager MSIT operations team) is also something that we consider a huge benefit provided by System Center Service Manager. Today, that integration with System Center Configuration Manager is feeding an application that was built over eight years ago and is in dire need of a functional, technical, and process overhaul.  System Center Configuration Manager integration out of the box as provided with System Center Service Manager will benefit MSIT by:

·         increasing the number of automatically discovered fields for SMS thus giving a more accurate and complete picture of the tracked asset

·         enabling internal IT to be more agile in tracking new and additional data elements as these data elements are deemed to be necessary in supporting the change and incident processes

·         cutting down on development costs of maintaining a custom integration solution to the configuration database. 

The System Center Service Manager platform will deliver the foundation to enable MSIT to automate many manual change and release processes today.  With out-of-the-box integration, MSIT will be able to turn its development efforts to higher value functionality designed to meet unique business requirements relating to self-service provisioning and automated release scenarios.

As we begin testing the Beta 1 build, we are excited as to the amount of functionality that will be provided in Beta 1 and also encouraged by the commitment of the System Center Service Manager product team to accelerate the implementation of some of the functionality slated for Beta 2 to be included in the release of Beta 1 of the System Center Service Manager. We will be busy “kicking the tires” on Beta 1 starting in June and will be working with the product group and our internal customers of System Center Service Manager to ensure that subsequent pre-production and production releases of our internal implementation will benefit both Microsoft and its external customers.

Greg

gfeiges@microsoft.com

 

Greg Feiges has worked in IT operational roles for 17 years including over 8 years at Microsoft.  He recently joined the MSIT team deploying System Center Service Manager after spending the last 3 years as an Operational Consultant to external Microsoft customers within Microsoft Services.

We are happy to announce System Center Service Manager Beta 1 is now available for download on Microsoft Connect.

Along with the 'bits' for download, the Connect site also hosts:

  • Product documentation
  • Beta Guide walkthrough of 50 different scenarios
  • Quick Start Guide for setup and configuration of Service Manager
  • SDK download including sample Solution Packs and preliminary authoring guide
  • 2 VPC images and a working demo environment pre-installed
  • A getting started video highlighting various product features

We invite you to download this first early public preview of Service Manager, and provide us with feedback on the Beta and on the functionality described throughout the blog.

Update: We know that many of you are anxiously awaiting news on the Service Manager beta – this was released to Microsoft employees and our private beta (TAP) customers and partners last week.  But, to ensure that customers who have not had the benefit of prior experience with Service Manager have a better initial experience, we held off on widely posting the bits on connect until we completed resources such as an instructional video and VPC that will help you to get up to speed more quickly.  We expect these resources to be completed very soon so please be on the lookout for an update in the next 24 hours.

Follow-up: Service Manager Beta 1 and supporting materials including our "how to" video are now posted and available for download on Microsoft Connect.  All registered customers have been notified of its availability.  Apologies for jumping the gun and for the short delay!

Posted by Vladimir Bakhmetyev, Program Manager

Today I’d like to describe only basic features of KM feature in SCSM. If it is interesting for you, we will go deeper in the following posts.

KM is very important discipline in IT Management. The main goals (and advantages) of applying Knowledge Management best practices in the organization are:

  • To avoid “reinventing the wheel” (as much as it is feasible)
  • To better balance staff between support lines / tiers
  • To decrease negative effects of staff turnover and/or changing outsourcers – to keep knowledge inside.

Good KM process and KM tools can significantly increase the quality and efficiency of IT support. The main focus for the KM feature in SCSM is to provide a comprehensive set of tools and simplify access to the existing knowledge for supporting these goals.

I’d like to differentiate KM Processes vs. KM Systems.  KM process defines how to run knowledge management in the organization as a set of regular repetitive activities.  A KM System is a technical solution for supporting KM processes.  In SCSM v1, we are building a technical KM System which helps to implement KM processes for different customers – starting with small organizations and ending with large distributed companies.

Technically, our solution  is based on Microsoft Office 2007. We use the OpenXML format for storing sections of knowledge articles and Word 2007 as an Knowledge Editor, as well as some of the document management features provided by Windows SharePoint Services v3 and Microsoft Office Server System 2007. Our platform for searching is Office 2007 SharePoint Server for Search.  It crawls and indexes Service Manager’s data in general and its Knowledge Base in particular. Of course, it is possible to use all features of these products for their “traditional” purposes – editing and viewing documents, managing document libraries and lists, searching in the Intranet and Internet – we don’t put any restrictions there.

A Knowledge Article consists of several sections. Main part of the article is called “Primary Section” and usually contains user-visible information and the most of the article’s metadata attributes. Secondary sections contain information for Analysts, User Feedback, Analyst Comments and Usage Statistics. End users always see content of the “Primary Section”, Analysts – content of the Primary Section and Analyst Section etc. We use a feature called “Document Information Panel” for editing article metadata.

We support multiple types of Knowledge Articles in our KM solution by using different Word templates and SharePoint’s feature called “Content Type”.  Examples of different article types are “General Article”, “How-To”, “FAQ",  etc.   For structuring the individual sections within articles we use a Word feature called “Content Control”. 

We use a lot of standard features of Windows SharePoint Services and Microsoft Office 2007.  It means that our users will be able to customize a lot of things – Web pages, Web Parts, Article Templates, Metadata attributes, create own lists, blogs, WIKIs etc.  We provide just one example of a KM system that we believe will meet most customer needs out of the box – but if you're so inclined, you’ll be able even to customize it completely for your organization!

And finally, let me show you couple of early screenshots from our upcoming public Beta 1. 

The first one is a screenshot of the Article’s Primary Section opened in MS Word. At the top of the picture it shows our custom Document Information Panel (DIP). The DIP is an Infopath form attached to the Word document. In general, we use the DIP as an editor for article’s metadata.

In the body of the document you can see that Article ID field has a border around its value KA219601 and a small tab on top of it called “ArticleID”. This is an example of Word’s Content Control feature. We use this feature for creating structured fields and named areas within documents.

The second screenshot shows the same article converted to HTML on the SCSM web portal.  We use XSLT transforms for converting Word 2007 documents to HTML, so end-users and IT professionals can see knowledge articles in their usual Web browser. The article renderer combines multiple sections of the article taking into account security permissions. At the bottom of the 2-nd picture you can see a small part containing information from the Secondary Section (for Analysts).
 
There is much more information about KM in SCSM, but today I’d like to make a pause here. I’d like to hear your feedback about good and bad things you see in our approach, so please feel free to leave any comments and to ask any questions in our blog.

Knowledge Article TemplateKnowledge Article Viewing

Vladimir is a program manager in the Microsoft Management & Solutions Division. Vladimir works on the team developing Microsoft System Center Service Manager (SCSM) product and is responsible for the Knowledge Management (KM) feature. This is Vladimir's fifth year at Microsoft. He spent four of them in Microsoft subsidiary in Russia. Before that he was in different roles in IT Infrastructure & Operations departments on the customer side for about 11 years.

Posted by Ben Srour, Program Manager

  

One essential part of any Service Management application is Incident handling. Sure, Incident and other “request tracking” systems are common place today, but with Service Manager Incident Management we will:

1)      Help end-users help themselves first

2)      Make analyst’s lives easier with search

3)      Integrate deeply with System Center

4)      Provide key Incident Reports and metrics

5)      Make customization easy

 

A key investment in Service Manager is Self-Service. For those of you who attended MMS this year or have seen some screen shots of a Gadget you can see we are deeply committed to this. Obviously we think self-service tools in general are cool :) Aside from being able to search for knowledge articles from our search engine, look at and update existing requests, users can easily create new requests to the system right from the web portal. And, because it uses SharePoint administrators can easily customize the heck out of the site to fit their requirements. In fact, if you don’t want users to be able to create requests from the portal you just have to hide the Web Part!

 

I mentioned “our search engine” above. It’s not really ours, its really us standing on the shoulders of some awesome infrastructure provided by SharePoint. Everything inside Service Manager is searchable. That means Incidents, Knowledge Articles, Changes…anything. Let’s say your analyst gets a call from a user with an obscure error code in your line of business application. A web search isn’t going to yield anything for you. What if this issue has been seen before? All you have to do is enter some basic search terms into the console and get back a list of anything referencing it. This is the kind of optimization that will get your users back to work faster, plain and simple.

 

Another awesome part of Incident Management is its deep integration with other System Center products like Operations Manager and Configuration Manager. We can’t go into too much detail here right now but the level of integration we have here is unprecedented.

 

I’ve worked on a couple of other products here at Microsoft, and frankly, Reporting sometimes gets short-changed. Bugs get punted with the subtle implication that reporting isn’t as important as everything else. On our team the opposite is true. Incident Management, and Service Management in general, will go nowhere fast without fantastic reporting. That’s why we push so hard internally to have great reports around all of our solutions. For Incident (as we call this feature area internally) we have made sure that we have the standard set of reports recommended by such organization as the Help Desk Institute, ITIL, and lots of market research. So, for those of you who know what AHT, FCR, AWT, and TTR stand for all I have to say is: we’ve got you covered.

 

One thing we did a couple of months ago was ask our TAP customers this question: what fields do you want to see on the Incident form? We expected to see some amount of consistency across companies, but there were only a handful of fields which we could guarantee most customers expected. This told us two things. First, customers want to get on the standards bandwagon to understand what they really need to track on an Incident. Second, that they need the flexibility to add new fields to meet their needs. The Incident form completely handles this, and since it’s an InfoPath form its really easy to modify to fit your needs. Many other parts of the product are easily customizable but this is the most obvious, and will help you reduce implementation and maintenance costs for your Incident solution.

 

Thanks for your interest in Service Manager! Stay tuned for more information on this blog about our plans around Incident Management and our other exciting solution areas.

 

Ben is a PM on the Service Manager team responsible for Incident Management and the Platform/SDK. He has worked on Operations Manager 2007 Agentless Exception Monitoring features and is proud to have been with the Service Manager team since the first line of code was written.

Posted by Nigel Cain, Program Manager

I must admit, the two areas that I own in Service Manager have both been really interesting to work on. I’ve had some great fun (yes I did say fun) in Asset Management talking about support for blade arrays in Service Manager, support for multiple operating systems and best of all – how to allocate software licenses of which I’m sure I’ll end up blogging on at some point.

Talk to people in IT about Change Management, though, and you get the idea that everybody understands it.  It’s simple right. You create a change request, someone approves it and then gets implemented. It really is that simple for the person creating the request but what they don’t see is all the processes and steps necessary to approve, schedule and then successfully implement their change. That’s the hard bit. Ask why Change Management is important and you get a lot of answers, most of which seem to center around risk and exposure and minimizing downtime. If you ask around I suspect you’ll see that faulty or unplanned changes are the cause of a large number of critical system and application outages. Some whitepapers and documents on the web put this well over 50%. That’s a scary thought.

As we’ve seen, managing and controlling change is essential for reliable and available IT systems. Service Manager has a lot to offer in this space - I’ll give you a high level flyby for now and in later blogs we can drill into some specifics.

The change request process (in Service Manager) starts with a template created by the administrator. The template defines a whole bunch of information including default values, defining review stages, reviewers and the activities that are required to deploy a specific “type” of change. We’ll talk about each one of these turn but it is worth bearing in mind that you’ll need a template for each type of change you need to be able to perform. The first part of this; default values are really just that – the administrator just specifies values for things like business impact, urgency and priority, possibly even a description and estimated time to implement. Ok so far.

The next part of the template involves defining the review stages (levels) required to get this type of change approved and the list of people that need to approve it – the reviewers. You would not believe the number of levels some changes have to go through to get approved. It really was amazing, I’ve seen examples of 5 (or more) levels with many different people involved at each stage. It’s no wonder it can take several weeks to get a new machine :-) Sorry for the digression but one feature request I had was for Service Manager to automatically to cancel a request if it wasn’t approved within a certain time limit. That’s got to hurt, especially if you’ve just got through five levels of approval but the final decision maker is currently out on vacation. If we implement that one, I would use with caution – you could end up with some VERY annoyed users.

The final stage, from a template perspective, is defining the list of activities which need to be carried out if the change request is finally approved. This is the really amazing part of change – actually release management. The way we’ve implemented this, you can specify activities that will be performed by your IT staff (manually) but also those which can be automated using management tools such as System Center Configuration Manager 2007 or Operations Manager 2007. Imagine defining  a change request for standard software, like Microsoft Project, which – if approved – would automatically instruct SCCM 2007 to deploy that software on the user’s desktop. No IT involvement, no waiting around for days for someone to actually do the work ! imagine no more, that was demo'd at MMS, believe me it’s really cool to see this level of automation and integration of change/release management with deployment tools.

So that’s the template side – the user, well all they do is a select a template, fill in the necessary fields and submit. Sounds easy right. Yep. Service Manager user the template to find out who the reviewers are, allows them to vote (of which much much more in my next blog) and then when the request is approved – assigns the activities to the right people to get the change deployed. Oh one thing I almost forgot and this is the best bit. For some changes, when all of the activities have been completed – successfully of course – we can automatically update information in the CMDB. In the project example, we update the users machine to indicate that project has been successfully installed. Then when we get an inventory record from SCCM 2007 or other tools which say that it isn’t, Service Manager can automatically create an incident so that the issue can be investigated (and fixed). This last bit is a plug for Beta-2 but thought I’d add it in to whet your appetite a little.

This is just a very short blog for change but look out for some more stuff in future posts.

Posted by Nigel Cain, Program Manager

This area of operations has always been important but with the advent of legislation like Sarbanes-Oxley, eWaste (just to name a few) has become even more so. When I hear people talking about IT Asset Management, I’m always tempted to ask them if they’re thinking in terms of an asset being things that they can kick/touch (and stick an asset tag on) or the bigger picture – which includes managing contracts, warranties, license agreements, virtual computers, installed software, business critical services and so on. It really is about managing the things (assets) that the organization values. That’s what I understand when I hear that phrase and  that’s the view we’ve taken in the Asset Management feature of System Center Service Manager.

I’ve been working on this part of Service Manager since I joined the team over two years ago and it’s great to be able to see it all coming together. The best part for me just now is being able to demonstrate some of the key concepts like product and service catalogs, maintaining the CMDB through change requests and being able to compare what you think you have with what you really have - if you’re at MMS, I’m going to give you a little teaser for what we’re planning to do around this in Beta-2.

If you were to ask me about my favorite Beta-1 feature, it’s got to be the product catalog. I’m only going to be able to show a small portion of this at MMS and it will get much more powerful in Beta-2 but every time I’ve talked to people about it, I get comments like “that is so cool…”.

Here’s a great example. Your “corporate standard desktop” has two processors, 2 Gb memory, 250Gb Harddrive and a DVD drive. The software installed is Windows Vista and Office 2007. The machine ships with two screen monitors (both widescreen of course!) and a USB camera. You add this configuration to the product catalog. Then when you want to create assets, you choose this catalog entry and Service Manager creates asset records for the two monitors, the USB camera and the desktop configured the way you said it should be. Now all you do is wait for supplier to ship it….

That’s all for now.

Nigel has been with Microsoft for over 9 years. After a number of years in technical consulting, he moved into a Program Management role where his focus has been on building solutions to IT Management problems. Nigel is responsible for the Asset and Change Management features of the Service Manager product and is also involved in the development of the models used to represent configuration items and their relationships in the Microsoft Configuration Management Database (CMDB).

Posted by Kevin Pletcher, Program Manager 

Hi there.  I just want to get my feet wet with blogging by introducing a feature area I’ve been working on, and we’ll see where things go from there.

We think companies face a challenge today with getting software distributed to users efficiently and in the most cost-effective way.   System Center Configuration Manager (formerly SMS) and similar products provide great support for managing standardized sets of applications on desktops in a push model.  But IT shops have trouble meeting the more specialized needs of individuals or work groups.  We think a self-service pull model for software distribution can fill this gap.  To make self-help work, IT needs processes in place for authorization, approval routing, tracking and fulfillment of end-user requests.  End users need a single place to find what software is available, get needed information about the software such as cost (licensing impact) and compatibility, and find how to access and install the software.  Self-service provisioning in Service Manager is designed to fill these needs. 

The basic scenario for SSP is as follows:

  1. End user navigates to the self-help portal and then to the software catalog
  2. End user reviews a list of software they are authorized to see and request
  3. End user reviews software descriptions, system requirements, whether approval is required, etc. and submits a request
  4. A formal change request is created and approvers are notified, if needed 
  5. When needed approvals are complete, a software distribution request is sent to SCCM
  6. End user receives email notifications and/or can check status of their request in the portal
  7. SCCM pushes the software to the user-specified computer, in time with SCCM’s regular polling interval
  8. End user begins using the software 
  9. The formal change request is marked as complete
  10. Service Manager CMDB is updated with the configuration change (new software on user’s computer)
  11. Available licenses for the software title are incremented, if appropriate 
  12. IT has audit trail and reporting capability on all requests

Service Manager integrated with SCCM gives us a perfect platform for Self-service provisioning of software.  Our self-service portal is the place users go to interact with IT (“the face of IT”), so it is the perfect launch pad for SSP - and integration with SCCM gives us a key deployment method.

Building on top of the asset management and change management solution packs for Service Manager (posts on these to follow shortly), along with the Service Manager infrastructure itself, gives us the standardized IT processes for handling the requests and the configuration changes.  Because of the way SSP leverages other Service Manager components, namely the change and asset management solutions, and the self-service portal, we are making it quite full-featured, but with a fairly light-weight development effort.

Like most of the feature areas in Service Manager, SSP is delivered as a solution pack.  This is significant because it gives customers and partners more control over updating the feature set and the Service Manager platform independently.  Customers and partners may choose to write their own extensions to SSP into an add-on solution pack and know that they will be able to import those changes into the next version of Service Manager.  Also, SSP showcases to customers and partners what is possible in a solution pack.  The SSP solution pack includes:

  • Self-service portal UI (SharePoint web parts)
  • CMDB schema definitions
  • SCCM connector configuration
  • Windows Workflow Foundation workflows for SCCM integration,
  • Infopath forms for administration in the SCSM console
  • Configuration data

From a functional point of view,  Beta 1 is really a stake in the ground.  We wanted to get the basic infrastructure for doing SCCM software distribution in place, and show customers our direction.  In Beta 1, you can see the real power of the solution and the Service Manager platform, with end user self-help, notification and approval workflow, and configuration management in the CMDB. 

Here are some areas we're considering investing in for a subsequent 2nd Beta release:

  • End-user authorization – setting authorization on software titles by AD user groups
  • Richer UI in the self-service portal, such as filtering, sorting, and categorization of software titles
  • More integration with asset management to centralize software asset administration
  • Additional deployment/provisioning methods besides SCCM, such as Softgrid or install from network share.

This feature was demoed at the 2007 Microsoft Management Summit, and will be a part of our upcoming Beta release.  Let us know what you think!

--

Kevin is a Program Manager in the Management Solutions Division (MSD) here at Microsoft, focused on delivering solution packs for Service Manager.  He has been with Microsoft for 7 years, and has worked on custom business applications and business intelligence applications for Microsoft IT and MSN prior to coming to MSD about a year ago.

If you weren't able to make it to the 2007 Microsoft Management Summit in sunny San Diego this year, we've posted the 3 keynote presentations to the web, just like last year:

Day 1 - Bob Muglia (Microsoft's Server & Tools SVP)

Day 2 - Kirill Tatarinov (Windows & Enterprise Management VP)

Day 3 - Customer Panel

There's a 10 minute System Center Service Manager demo right around the 1 hour mark in Kirill's Day 2 presentation.

Hello!

My name is Adam Herscher.  For about 2 years, I've been a part of the team here at Microsoft that's responsible for a handful of System Center products including Service Manager, Operations Manager, and several others.  I originally joined this team as a Program Manager working closely with customers to plan and design, and have since returned to my Computer Science roots as a Software Design Engineer developing features (some of which you saw demonstrated this week if you're at our annual Microsoft Management Summit in San Diego).

I started this blog almost exactly 1 year ago to help communicate information directly from our product team and to connect with customers, partners, and other interested folks out there.  At the time, we had only begun to announce the existence of our product, and couldn't really blog about specific features or functionality.

A year later, we're showcasing various areas of Service Manager in 1 keynote address, 3 dedicated sessions, and a hands-on lab in front of well over 3,000 customers at MMS in San Diego, and we're simultaneously working to push our first public Beta out the door (to be available for free download -- hopefully within 30 days).

With that said, it's time to start blogging about features.

Over the course of the next several weeks, we'll begin posting overviews of the solutions enabled in the upcoming public Beta, written by several of the individuals who designed, developed, and tested those solutions.  With any luck, we'll be able to follow those posts up with deeper technical dives into the inner workings of our platform (integration, customization, extensibility points, etc).  Please feel free to leave questions and comments anywhere on the blog.  The questions and feedback we get will help us determine what to write about next.

Thanks for reading!

No more quotes or code names!  This week at the Microsoft Management Summit in San Diego we're officially announcing our final product name: Microsoft System Center Service Manager.

As usual, we made a significant effort to talk directly with customers and potential customers in making this decision -- Service Manager came out as a clear winner with comments like:

"My company(ies) use the word Service to describe nearly everything we do for our customer, internal and external. It just seems to fit."

"A name should suit the application. It should not be over rated. It should be simple and to the point."

We agree entirely, and are excited to add Service Manager to the growing list of System Center IT Management products at Microsoft.

Posted by Stefan Negritoiu, Program Manager

Perhaps the most tangible benefit of both the upcoming System Center "Service Desk" and System Center Operations Manager 2007 products is that they make end-to-end service management a reality and, through ease-of-use, accessible to IT departments without requiring a Ph.D. degree in Computer Science.  A less visible achievement of the OpsMgr 2007 product is that it has been completely re-architected around what we call model-based management.  I want to share with you the details of this vision and to talk about our plans for a CMDB which is the next step in our effort to model the IT environment and to make this innovation available to all management disciplines.

Let me start by explaining what I mean by CMDB (with all the loose definitions flying around you can never be too clear :-)).  Depending on what management literature you read you may conclude that the CMDB is the pixie dust answer to all data management inefficiencies.  On one dimension, opinions range from a static collection of replicated data to a dynamic “real-time” view that ties together the organization’s data pockets.  On another dimension some folks see this database strictly in support of IT management functions others see it as _the_ database in support of all business processes whether ERP or IT management.

As diverse as these definitions are, the industry is converging on a few key aspects.  Organizations have pockets of data and to make sense of it all we need a database not only to create an inventory of those things which matter to us, but also to relate them together.  We need a unified view across all the disparate data sources in an organization.  Curiously, many definitions lack a clear “why” to the whole solution.  Sure, there seems to be this fuzzy feeling around having all data in one place but what specifically do we want to do with this data once we squish it in one place?  Report on it seems reasonable, but I’d like to reach further and to use it for automating IT processes like change and incident management (reporting too, but I think the real efficiency gains come from automation).

My job is to build products so I approach the CMDB vision with a sense of pragmatism and, for now, confine the scope of the database to IT management.  Besides, before asking a customer to spend lots of money ripping out core business systems it’s good to know you’ve solved the problem on a “smaller” scale.  Between our learnings and those of our colleagues in the Business Solutions division and in the Identity Management group, great times are awaiting.

Ok, so maybe I’m not saying anything new and this may be obvious to many of you, but you’d be surprised to see that some vendors and IT organizations approach the CMDB as an end into itself rather than a means to an end.   There are some short-term benefits to implementing the CMDB as a form of a data warehouse like to ability to create reports that present disparate data together relatively quickly, but long-term it’s fraught with cost and complexity.   Most importantly, by making it an add-on product you underutilize the capabilities of a CMDB.  A unified view of the IT environment is not only useful to humans as reports, but also to automated processes as a form of machine-readable knowledge. 

In my team we believe in building the CMDB right into the fabric of the System Center suite of products because we see the CMDB as an enabler to efficient IT automation.  I see specialized management solutions slowly evolving from vertically self-sufficient products to horizontal implementations that focus more on adding customer value.  There’s a pattern to every management solution.  Each has a discovery mechanism, a database for storing the details of those discovered entities managed by (i.e. hardware or software assets), a database for storing “operational” data specific to the management discipline (events and performance measurements for a monitoring solution or the definitive software library for a software deployment solution, etc), and the actual implementation/automation of the IT process (root-cause analysis, software deployment, etc) which is usually what the user experiences.

What adds customer value and brings us closer to efficient IT automation and a dynamic IT infrastructure is focusing on the actual automation portion.  So, for us, investing in a CMDB is not just about gathering all management data in one place.  It’s about building a management platform that abstracts the data gathering infrastructure to allow solution builders to focus on what’s important.  An invaluable benefit is that we unlock data pockets to enable even more automation.  When looked at broadly, change or incident management need data that normally spans multiple data stores.  Building consoles or views that bring together information which previously required multiple products becomes the natural thing to do.

Let me also focus on the second part of our vision: model-based management.  In order to build intelligent IT automation we need to store management data in a way that allows solutions to be aware, understand, and infer semantics and intent.  The goal is two-fold.  First, we want to allow decoupling of the data discovery process from the actual IT automation solution.  It should be possible for one person to add new data sources to the CMDB and for another person to dream up new IT process automations independently.  Second, we want to allow connecting distinct yet related data sets or, reconciling overlapping data sets.  A unified view of a person in the IT system may be made up of Active Directory data, HR data, and custom user fields.  These originate separately and sometime provide overlapping information.  We need to express data in such a way that software can reliably compose a complete user profile and understand where data overlaps. 

What we need is a data type system that gives us strongly-typed management data with the ability of adding semantic hints through meta-data.  For those of you familiar with programming, our model-based management is innovating in the management space in a similar manner in which strongly typed programming languages innovated in the application development space.  A very useful ability when programming in a .NET Framework environment is the ability to use reflection to understand semantics of any given object your code is dealing with.  The object author or even 3rd parties can add meta-data to communicate semantics and intent.

Whether we realize it or not, every time we store data we make use, implicitly or explicitly, of a mechanism for describing that data.  But some data modeling methods are created more equal than others.  Management data for instance in usually stored in a relational database or is expressed according to CIM.  None of these methods however provide sufficient mechanisms to express the richness of semantics needed to describe the complexity of an IT environment or to allow for the kind of decoupling we are shooting for with a federated CMDB.

Enter Service Modeling Language (SML) and the Common Model Library (CML).  The former is an XSD-based domain neutral modeling language (or meta-model) that satisfies the requirements stated above.  It has been in development for several years inside Microsoft and it first showed up in Visual Studio 2005 and Operations Manager 2007.  With this experience built up, last year it was opened up to the industry for further refinement and standardization (the version being standardized is an evolution from what ships with OpsMgr 2007 and will show up in "Service Desk").  See more details at http://serviceml.org/.

SML sets the minimal baseline for describing data that we wish to bring together in a federated CMDB.  However, SML is necessary but not sufficient.   We also need to put forth some common models that various data sources can map into to indicate semantic equivalency.  The CML (final name is still TBD) is trying to do exactly that.  We don’t believe full compliance with the common models is necessary for data to be part of the federated CMDB, but a minimum sub-set is required to allow for federation and reconciliation.  These operations fundamentally require the ability to tell CI instances apart or, even more important, to tell if two CI instances represent the same managed entity.

In a world without SML and CML every time new kinds of data come up (CIs or configuration items in CMDB parlance) the logic around how to federate and reconcile it into the CMDB must be manually crafted using costly IT knowledge expressed in code.  Over time this adds up to a lot of code complexity as data sources expand and organizations become more demanding over the reconciliation rules.  We don’t believe in asking customers to go through costly customizations every time they want to take advantage of an additional data source.  Rather, we and our partners invest and do the work up-front to build models that ship with the management solutions or with the managed products themselves.  The management platform simply does the right thing by taking advantage of the power of models.

In parallel, to bring our CMDB efforts to fruition, starting with last fall, we are involved in the CMDBF industry standard working group.  Together with my esteemed counterparts from the other companies, we are looking at enabling federated CMDBs that would have direct access to any data source from standard-compliant vendors.  For more details see http://cmdbf.org/ and most importantly this recent whitepaper.

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Stefan has worked as a Program Manager in the Enterprise Management Division for just under 5 years.  He was responsible for core monitoring features in MOM 2000 SP1 and MOM 2005, for the Web Sites and Services Management Pack, and for Web Application monitoring features and the overall synthetic transaction strategy in OpsMgr 2007.  More recently, Stefan has been working on "Service Desk" specifically on the CMDB and the workflow infrastructure which used for run-book automation.

MMS 2007 registration is open!

MMS is a  great way to learn the latest and greatest about Microsoft's System Center management products and technologies, and at the same time network with other IT professionals and with the Microsoft teams working on the next versions of the software you use every day (and did we mention it's in sunny San Diego?).  Register by Feb. 6th and take $300 off the conference price.  Then post a comment below and tell us you plan to be there. ;-)

With a strong wave of 2007 products rolling out of the pipeline, this year's agenda should make for a great conference.  The heterogeneous management session content looks especially interesting:

  • Management of Linux, *nix, Macintosh and mobile platforms
  • Management of server and desktop hardware
  • Management of network infrastructure
  • Integration between System Center management products and other common management consoles 
  • And of course, there will be sessions, new information, and new demos featuring System Center "Service Desk".

    Thank you to everyone who has expressed interest in providing early feedback through your comments and email messages.  Although the blog has been quiet lately, we haven't forgotten, and are working on providing more information and responses to questions as soon as possible.  Following the lead of our friends working on new versions of SCOM and SCE, we do plan to release a public beta version of "Service Desk" in 3-4 months, and subsequently begin blogging about specific features in more detail.

    What an exciting week it has been for our team!

    As part of the "Service Desk" Technology Adoption Program, our product group team members had the opportunity to spend over 30 solid hours connecting with some of Microsoft's most passionate enterprise customers at the Enterprise Engineering Center.

    For the first time ever, we introduced these customers to a pre-release version of System Center "Service Desk", and listened closely to the wealth of feedback coming straight from the mouths of some of the most experienced service desk IT professionals worldwide.

    While we're fortunate to have amazing guidance in the service desk space from sources like MOF, ITIL, itSMF, HDI, and others, nothing replaces the ability to solicit direct customer and partner feedback early and often.  I'm always impressed to see the creative ways that other product groups here at Microsoft solicit feedback from their users.  For example, check out this blog post by the Windows Mobile team - or this one by the Exchange team.

    Are there Microsoft customers and partners reading this blog that would be interested in using it to provide feedback when our team faces pivotal design decisions and feature tradeoffs?  Please post a comment and let us know you're out there if so!

    Finally, a big thanks to the TAP customer readers out there who spent a significant amount of time this past week traveling to Redmond from all over the world and working side by side with members of our team to build an awesome v1 "Service Desk" product.  You rock!

    When our team announced to the world earlier this year our plans to ship System Center codename "Service Desk", much of the feedback we received was centered around consistency, commonality, and extensibility in how we should model networks, applications, servers, and other resources within the IT organization.

    We heard your feedback loud and clear, and today we announced, along with our friends over at BEA, BMC, Cisco, Dell, EMC, HP, IBM, Intel, and Sun, the Service Modeling Language (SML).

    From the press release:

    SML addresses a growing industry need as a result of the numerous methods of representing the same IT resource. Besides being inefficient, the use of different formats leads to two problems. First, because the tools and management applications use different formats, they don’t speak the same language. Therefore the information must be translated, which can lead to the loss or misinterpretation of technical details. Second, the use of different formats may require IT architects to use written descriptions or sketches to convey information about resources. Such descriptions must then be translated into a form that tools and management applications can consume, which is a manual, error-prone process.

    SML has two unique properties that make it well-suited for modeling IT resources and services: support for rich constraints and alignment with XML message exchange architectures. SML allows developers to build modeling information for applications, devices and services that can be used during all stages of the application or service life cycle, such as configuration, problem, change and release management. They are also useful for tactical processes such as management of service levels, availability and capacity. The SML specification will provide simplicity, integration and compatibility throughout this life cycle for all components of an IT environment.

    This common modeling language is an important step in simplifying IT management in multi-vendor environments, providing a way for information to be shared across diverse tools and applications. Constructing a complete picture of the IT environment out of a series of reusable building blocks rather than requiring a fully customized description of every service is crucial. It reduces the cost and complexity associated with delivering the levels of service and responsiveness businesses need from IT today while increasing a business’s IT agility and its ability to adapt its IT in time to meet changing needs.

    The full press release is available here.

    Some early press coverage is available via CIO Magazine, CNET, InternetNews, and SearchWebServices.

    As more information becomes available about SML, and how "Service Desk" will leverage SML, we'll be sure to post it here.

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