Loading data into CMDB - Best practices for the entire process Shivraj Chavan Anand Ahire BMC Software Agenda Why you should never do CMDB only project Guidance on – ‘Should this be in the CMDB?’ The Life of a CI Various best practices Q&A © 2013 WWRUG Canada Inc. All Rights Reserved 2 Typical Failed CMDB Project “We need to have a CMDB” - Why? … because Avoid doing a CMDB only project Let’s load data into it - What data? … whatever data we have laying around So, that took a long time! - And the CMDB is big, out of date, and isn’t bringing any value See, I told you that CMDB thing was complex and useless hype - Another big data store offering no value is obviously not the desire © 2013 WWRUG Canada Inc. All Rights Reserved 3 CONSUMERS vs. Providers Although providers supply the data for the CMDB, the important players for the CMDB are really the consumers Consumers do interesting and useful things with the data Providers simply load data Without consumers – who cares what data is loaded - In fact, if no one consumes the data, it shouldn’t be loaded © 2013 WWRUG Canada Inc. All Rights Reserved 4 Have an XYZ project, that includes using the CMDB (for XYZ substitute – Incident, Change, Problem, …) We need to improve our Change Management process - The CMDB is not an end in itself, it is an enabler for other processes - You must have a goal and a focus for how you want to USE the CMDB Change Management needs to know about servers, applications, services, and their relationships - If no one is consuming a piece of data, it should not be in the CMDB - When in doubt, DO NOT put data into the CMDB until someone asks for it Look at the improvements in the Change Management process - Failed changes and disruption to service because of change are down - I can see how the CMDB makes Change Management better Let’s look at the Incident Management process; how can we improve? - There will be many different XYZ projects that all increase content and use of that content in the CMDB The CMDB is a long journey; but there is incremental value at every step along the way © 2013 WWRUG Canada Inc. All Rights Reserved 5 Choose your data sources wisely Good data providers do the following: - Provides data for CDM classes you need to populate in the CMDB - Provides data that is not already provided by a different data source - Can populate attribute values which can uniquely identify CI - - CMDB provides context NOT content Periodically updates data Periodically flags data as no longer present in the environment Indicates when the data was last updated Updates, maintains, and deletes relationships as well as CIs Manual Data entry: - Example: Asset Sandbox in ITSM - There are some classes we expect to populate manually, like Business Service © 2013 WWRUG Canada Inc. All Rights Reserved 6 Automated Discovery is a Requirement Without automated discovery processes, data accuracy CANNOT be maintained Data is inaccurate before you can complete loading it © 2013 WWRUG Canada Inc. All Rights Reserved 7 Value Path Atrium CMDB HighValue Incident, Problem, Change, Config Services Applications Running Software Virtual Layer: Virtual Machines Less Value Physical Layer: Servers, Network Devices = CI, CI Attributes, CI Relationships Auto maintained by likes of ADDM in Atrium CMDB = CI, CI Attributes, CI Relationships Maintained by Atrium CMDB = CI = Relationship © 2013 WWRUG Canada Inc. All Rights Reserved 8 The Life of a CI Transform Extract Load Cleanse and Reconcile Atrium CMDB Consume • Only load data that you need! • Define dataset per provider ADDM Dataset ADDM CIs SCCM Dataset MS SCCM .. .. .. . CIs Atrium Integrator IMPORT Dataset Any Data Source • Have different plan for Initial vs delta loads • Run multiple copies of key steps like CMDBOutput step in spoon • Think about error handling especially for custom jobs CIs © 2013 WWRUG Canada Inc. All Rights Reserved 9 The Life of a CI Extract Transform Load • Normalize before you Identify • Don’t normalize all classes • Batch mode – initial or large data, Continuous – steady state Product Catalog ADDM Dataset CIs SCCM Dataset .. . IMPORT Dataset • Use Suite Rollup / Version rollup for SWLM • Always use Reconciliation, even for a single source Atrium CMDB .. CIs . • Use Impact Normalization for Change Mgmt or BPPM Consume Cleanse and Reconcile CIs N O R M A L I Z A T I O N R E C O N C I L I A T I O N • Keep your data clean, normalized, and identified • Use qualifications to filter data Production Dataset • Use Standard Identification and Merge Rules • Put your most specific identification rule first © 2013 WWRUG Canada Inc. All Rights Reserved 10 The Life of a CI Extract Transform Load Cleanse and Reconcile Consume • Do not modify data in production dataset directly. Atrium CMDB • Always use sandbox datasets for manual changes ITSM SIM • If no one consumes the data, it shouldn’t be loaded • Periodically check for duplicates and take remediation action ITBM Production Dataset Dashboards .. .. BPPM © 2013 WWRUG Canada Inc. All Rights Reserved 11 The Life of a CI Transform Extract Load Consume Cleanse and Reconcile Atrium CMDB CIs CIs SCCM Dataset MS SCCM .. .. .. . Product Catalog ADDM Dataset ADDM CIs Atrium Integrator .. CIs . .. . IMPORT Dataset Any Data Source CIs CIs N O R M A L I Z A T I O N R E C O N C I L I A T I O N ITSM SIM ITBM Production Dataset Dashboards .. .. BPPM © 2013 WWRUG Canada Inc. All Rights Reserved 12 Normalization and Reconciliation example Normalized Data Data Source 1 Host Name: John Smith Laptop Model: MB134B/A Software: MSWord Version: 2004 Database Web Services Host Name: John Smith Laptop Model: Apple MacBook Pro 15" Software: Microsoft Word Version: 2004 Data Source 2 Host Name: John Smith Laptop Model: Apple MacBook Pro 15" Software: MSWD Version: 11.3.8 Host Name: John Smith Laptop Model: Apple MacBook Pro 15" Software: Microsoft Word Version: 11.3.8 Reconciled Data Host Name: John Smith Laptop Model: Apple MacBook Pro 15“ Software: Microsoft Word Version: 11.3.8 Atrium CMDB Production Dataset © 2013 WWRUG Canada Inc. All Rights Reserved 13 Performance considerations Establish an Integration Server In many cases when performance is an issue, poor database configuration and / or indexing is the cause Consider indexing attributes used in Identification rules Check query plans, review and correct them Are DB backups happening when Reconciliation jobs are running? Use qualifications whenever possible to filter your data “Fine tune” thread settings and use Private Queue © 2013 WWRUG Canada Inc. All Rights Reserved 14 Summary Don’t do standalone CMDB project, CMDB is a means to ends Approach CMDB project from consumer side not provider Don’t boil the ocean - Start small, prove value and iterate - but there is incremental value at every step along the way Normalize before you reconcile Always reconcile and use sandbox for manual editing Service orientation is where real value lies; model services NOW © 2013 WWRUG Canada Inc. All Rights Reserved 15 Q&A Anand Ahire Principal Product Manager – Atrium Core anand_ahire@bmc.com © 2013 WWRUG Canada Inc. All Rights Reserved 16 You are Allowed to Extend the CDM – BUT DON’T Do EVERYTHING possible to design using the CMDB default data model - There is a mapping paper on the web site to help with mapping decisions - https://communities.bmc.com/docs/DOC-16471 If there is a request to extend, really evaluate whether there is really no existing class that it would be appropriate to map things into If you do extend the model, make sure you follow best practices - Model for the CONSUMER not the provider - Add as few extensions as possible - Consider that not all consumers can see a new class © 2013 WWRUG Canada Inc. All Rights Reserved 17 References Hardware Requirements and Sizing – Documentation Best Practices for CMDB Design & Architecture – Webinar What CIs should I push into my CMDB? – Documentation Understanding Atrium Integrator – Webinar Understanding Normalization and the Product Catalog – Webinar Importing custom Product Catalog data – Documentation Understanding Reconciliation – Webinar Common Data Model and mapping data to CMDB – Documentation Fine tuning ARS for CMDB applications like NE, RE, etc. – KA https://docs.bmc.com/docs/display/public/ac81/Investigating+CM DB+Data+Issues © 2013 WWRUG Canada Inc. All Rights Reserved 18