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ITIL v3 Foundation ‐ Study Notes
*********
Read Me
Hi there,
If you’re reading this, you’ve stumbled upon the best study notes you’ll find for ITIL v3. I
wrote these notes, and by studying from them, I scored 90% (I got 4 wrong out of 40 on
the exam). Still not convinced that these notes are awesome!?
Here’s how to use the notes:
1. Order in which you should review the study materials:
a. Exam Tips
b.
Overview (a
mapping
of
the
Processes/Sub
‐processes/Functions)
c. Module 1
d. Module 2
e. Module 3 – SS (Service Strategy)
f. Module 3 – ST (Service Transition)
g. Module 3 – SD (Service Design)
h. Module 3 – SO (Service Operation)
i. Module 3 – CSI (Continual Service Improvement)
j. Overview (a mapping of the Processes/Sub‐processes/Functions)
2.
The first
page
of
every
note
contains
a list
of
constructs
(processes
/ functions
/
etc.) that may be tested on. If you can go through the first page of every
document and answer/define/understand the constructs without looking at the
answers listed on the subsequent pages, you’re ready to move onto the next
document.
3. While these notes are close to a complete study guide, keep in mind that getting
answers wrong on the practice tests is an invaluable exercise which will help you
determine the constructs you still need to figure out. For example, I thought I
knew what a “workaround” was, but I had to get it wrong on the practice exam
to figure out I needed to understand/memorize ITIL’s definition.
Best of luck! And hey, if you need help, don’t hesitate to contact us ([email protected])
regardless of whether you’re taking the course through us. We’ll help!
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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ITIL v3 Foundation ‐ Study Notes
*********
Exam Tips
Hi
there,
If you’re reading this, then you’re going to take the ITIL v3 Foundation Exam soon. Here
are some key points to keep in mind:
1. Memorize your definitions. The questions on the exam will provide 2 out of 4
answers that make sense and are very similar when referring to a term, and so if you
don’t have the term memorized, you’ll be stuck. Trust us; 15 questions on the exam
will be just like this.
2. Understanding the interrelationships, jurisdictions, and subtle differences between
the terms,
processes,
sub
‐processes
&
functions
is
just
as
important
as
understanding the constructs themselves. For example:
What is the difference between Availability & Capacity Management?
How does Operational Control differ from Technical Management?
What is the difference between a workaround and a resolution in the
context of Incident Management?
What’s in the Service Catalogue compared to the Service Pipeline compared
to the Service Portfolio?
What’s a Rollout compared to a Deployment?
Any of
the
roles!
What
does
an
Asset
Manager
do
compared
to
a Configuration Manager? Service Owner vs. Process Owner?
Event vs. Alert vs. Incident?
3. When memorizing definitions, you can get stuck in the weeds. Knowing the overall
structure of ITIL v3 will help you organize the information in your mind and help
resolve jurisdiction questions (i.e. who does what?). So create an outline like this
(we’ve started it off for you):
Service Strategy
1.1. Service Portfolio
2.1.
Demand Management
3.1. Financial Management
Service Design
1.1. Change Management
2.1. etc.
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Best of luck! And hey, if you need help, don’t hesitate to contact us ([email protected])
regardless of whether you’re taking the course through us. We’ll help!
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for
more
details
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ITIL v3 ‐ Overview
1. Service Strategy
1.1. Service Portfolio
1.2. Demand Management
1.3.
Financial
Management
2. Service Design
2.1. Service Catalogue Management
2.2. Service Level Management
2.3. Availability Management
2.4. Capacity Management
2.5. IT Service Continuity Management
2.6. Supplier Management
3.
Service Transition
3.1. Change Management
3.2. Release & Deployment Management
3.3.
Service
Asset
&
Configuration
Management
4.
Service Operation
4.1.
Functions
Service Desk
Technical Management
Application Management
IT Operations
4.2. Processes
Event Management
Incident Management
Request
Fulfillment
Access Management
Problem Management
5. CSI
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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Module 1: Introducing ITIL v3
Overview & Objectives
1.
Module 1 ‐ Introducing ITIL
1.1.
ITSM –
def
1.2. ITIL
Provides (3)
Doesn’t include (1)
Objectives (3)
1.3. Best v. Good Practice
1.4. Service Mgmt vision
Vision means
Purpose of vision statement
1.5. ITIL Core lifecycle (5)
1.6. Resources vs. capabilities
1.7.
Functions v. Process
1.8. Process Owner v. Service Owner
1.9. Authority Matrix
How it helps
RACI model
1.10. Technology tools (5)
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MODULE 1: INTRODUCING ITIL V3
Submodule Term Definition/Point
Overview & Objectives ITSM A process‐centered approach to delivery IT services that
meet business needs according to perf. Targets.
ITIL
Provides:
Best practices for ITSM
Common language
Drives continual improvement
Doesn’t include methodology to implement
Objective:
Contribute value
to
org.
by
alignment
of
IT
&
business
Increase Efficiency (cost/time)
Improve Effectiveness (meet quality requirements)
ITIL Lifecycle
Focus:
Understanding IT service needs
Improving quality service provisioning
Providing cost justifiable service quality
Identifying roles/responsibilities
Using KB approach
Identifying KPI’s
Best vs. Good Practice Best
= superior
outcomes
to
normal
practices
Now more widespread, itil practices are standards;
outcomes expected; good practice
Service Mgmt Vision
Act like a business, create vision with goals, budget,
metrics
Vision ‐Where do we want to be
Purpose of vision statement
• Clarify direction of IT support
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• Motivate ppl in right direction
• Coordinate actions of ppl
• Outline POV of sr. mgmt
How ITIL can help add
value
Documenting, negotiating, & solidifying customer/biz
targets
Regularly assess
customer’s
perceptions
via
feedback
Ensure IT personnel adapt to business
ITIL Core Lifecycle
5 stages
Service Strategy – s’c approach to ITSM
Service Design – overall biz change process; s’c obj
portfolio of services/assets
Service Transition – develops/improves capabilities
for new/changing IT services into ops; focuses on
moving from obj to how to achieve it
Service Operation
–
deliver/support
IT
services
per
SLA’s; effective/efficiency key
CSI ☺
Provide structure stability strength to service mgmt
capabilities with principles methods & tools
ITSM
Set of org’l capabilities/resources to add value into
services/goods
Capabilities are skills and require raw materials;
resources are the rm
Request –
approval
–
ticket
created
–
appropriate
team
notified – individual does tings to close ticket; joan owns
ticket and interacts with joe/sarah to close ticket
Function, roles,
processes
Fn – units carrying out tings; contain on BOK; provide
structure
Process – activities to accomplish obi; combines
resources/capabilities (p/t) to create outputs which
creates value
Roles – staff involved in process/service delivery; key
roles are
Process
Owner
vs.
Service
Owner
Process vs. Service
Owner
PO – Helpdesk Mgr; ensuring all activities are
undertaken
PO role:
Defining p s’y
Assisting in p design
Review p strategy
Service Owner
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Initiation, transition, ongoing maintenance/support of
service (fulfillment); ensures customers are satisfied
SO role:
Spoc
Ensuring delivery meets requirements
Identifies opportunities
for
improvement
Works with other owners
Confusing
Authority matrix
Clarifies activities to do.
Responsibility – execution of process/activiites
Accountable – ownership of quality/end result
Consulted
–
involvement
through
input
of
knowledge
Informed – receiving info. about process
execution/quality
Only 1 person is accountable for an activitiy; multiple
may be responsibility
Accountability must remain with 1 person for all
activities in a process
Technology tools
•
Workflow
• KB
•
Testing
• BI
• Discovery
Actions required before selecting tools
Process Definition
Set of coord’d activities combining capabilities &
resources to produce value‐add outcome to
stakeholder.
ITIL
Integrated processes through which org’s can meet
goals with eff/eff.
Primary char’s of processes:
Measurable
Specific results
Stakeholders
Specific events
Inputs activities output
If process defined
What to do? Build cpu
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Expected result? Cpu works
Measure delivery – me ask you
How do outputs become inputs of another process?
Benefits of defined
processes for services
Integration/alignment of processes
Transparency of ops
Lower costs/shorter
cycles
Predictable results
Demonstrated confidence to customers
Service
Means of giving value by allowing outcomes sans
ownership
Enable – provides employee with computer; enables
them to work
By enabling them to work, sw and nw access are
embedded
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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Module 2: Introduction to ITIL v3 Con’t.
Service Strategy
1. Purpose
2. 2 Levels of activity for ITSM
3.
3 Questions
+ 3 other
objectives
4. Resources vs. capabilities definitions + how they’re used by each Lifecycle stage
5. Utility vs. Warranty [review] + how relevant in transition, operation, csi
Service Design
1. Purpose – def + consists of (3)
2. Main Goal (1) + Designing services (4) + Balance that must be struck
3. How Resources & Capabilities used in SS & SD
4. 5 aspects of SD
5. 4 P’s
6. Delivery model options (7)
7.
SDP – contains…
Service Transition
1. Purpose + feature
2. Org level vs. service level
3. Goals (4)
4.
Objectives
5. Relevance to res/cap
6. Key aspects of SDP (4)
7. Service V model – ensures + def
Service Operation
1. Primary purpose + Balance that must be struck
2. 4 main functions
3. Internal vs external view
MODULE 2: Lesson
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Overview & Objectives
Service Strategy
Term/Theory Definition/Point
Purpose Establishes overall strategy for IT
2 levels
of
activity
for
ITSM
Org level
–
sets
direction
for
IT
via
strategy
and
objectives
to
achieve
vision
Service level – policies/objectives to ensure value creation
Questions answered
How create value?
How to define quality?
How to efficiently allocate resources across services
Other Objectives
Ensure org can handle cost/risk well
Set expectations of performance
Id/select/prioritize business opportunities
Resources vs.
capabilities +
How they fit in
Lifecycle
Capabilities turn resources into goods/services.
SS manages consumption of resources and capabilities by service
SD uses resources and capabilities
St test against resources/cap
So allocate resources and cap
Csi measure/asses both res / cap
Utility & Warranty
Utility – fit for purpose
- What is delivered
- What customer gets
- What
gains
performance
customer
gets
- Functional requirements for service
Warranty – fit for use (parameters)
It must perform within stated parameters
Both U&W are tested/validated in transition
U&W delivered in Operations
CSI measures/assesses planned utility & warranty vs. actual delivered in operations
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Service Design
Term/Theory Definition/Point
Purpose
Design of new/changed services for introduction to production
Arch
Processes
Documentation
Ensures functional/mgmt/operational requirements are considered
Main
goal
Build for all services a SD package that contains all aspects
Other goals:
Designing services
that meet biz obj
with efficiency/effectiveness
security/resilience
measurements/metrics
Balance:
Ensure functional & performance targets are met
Strives to provide more efficiency/effectiveness solutions by coordinating all design
activities for IT services to ensure consistency
R&C SS manages consumption of r/c
SD produces designs using the allocated resources/capabilities
5 aspects to SD
Design used service model from strategy to design services for OP.
Design of solution (including functional Requirements, resources, and capabilities)
must be
agreed
on
Design of SM systems/tools for control/mgmt
Design of technology arch/systems to provide services
Design of measurement systems/metrics
Results‐driven approach
4 Ps & SD
People
Products/tech’y
Processes
Partners/supplies
Delivery model options
Model selected
for
design
is
driven
by
model
selected
for
delivery.
1. Insourcing – internal resources for all stages
2. Outsourcing – resources for all stages
3. Co‐sourcing – combo of in/out for elements of service lifecycle
4. Partnership/multisourcing – formal arrangement between 2/more orgs to
work together (aka strategic partnership)
5. BPO – formal arrangement between 2 org to manage/host entire function (i.e
call centre, payroll)
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6. App service provisioning = formal arr. With application service providers for
shared computer‐based services (on‐demand sw/apps)
7. Knowledge process outsourcing – provide domain‐based processes/biz
expertise rather than just process expertise; required advanced analytical and
specialized skills
SDP
Details of
all
aspects
of
a service
through
all
stages
of
lifecycle;
produced
keeping
in
mind 5 aspects, 4 p’s, and DM options
Passed from SD to transition
All details for implementing evaluating and maintaining a service
Includes functional/architectural requirements
Consults other stages
Service Transition
Term/Theory Definition/Point
Input
Transitioning new/changed IT services to operation.
Internal service (move from what’s required) to concept of how it’s implemented
Org level
Develops cap/resources to allow IT to transition to reality
Service level
Resources/capabilities convert ds requirements into portfolio
Require good set of processes to implement in ops.
Provides control; allow you to speed up/slow down.
Goals:
Set customer expectations of performance/usage to new/changed service (SLA)
Enable customer
to
integrate
release
into
biz
processes/services
Reduce variations in predicted/actual performance of transitioned services by
keeping customer informed
Reduce known errors / minimize risks from transitioning new/changed services into
production
Ensure they can be used in accordance with service requirements
Objectives: Primary: delivery service vision in a relevant, timely, quality and cost‐effective
manner.
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Tertiary:
• Plan/manage res to establish service
• Ensure minimal impact on production
• Increase stakeholder sat
•
Increase proper
use
of
services
Cap/res ST must test against res/cap
Key aspects of SDP
required by ST team
Applicable services packages
Service specs/models
Arch design required to deliver
Definition/design of each release
Detailed design of how service components will be assembled
Release/deployment plans
Journey from as is required.
Service V model
ST ensures
alignment
via
testing
against
each
level
of
requirement.
Service V model
1. Define requirements: Biz requirements of Strategy (in SLP) are evaluated
against service review criteria and test plans; validates original biz case.
2. Define service requirements: Define service req. of Design (in SL
Requirements and SLA); i.e. ensure 5k ppl can use system
3. Design service solution: contained in SDP
4. Design service Release (in release package)
5. Design service solution (in SDP) testing done
Conclusion
SDP completed
Service Operation
Term/Theory Definition/Point
~ Day to day work for the service
Goal/Obj
Primary purpose is deliver/support is services at agreed levels effectiveness/efficiency,
providing value to stakeholder.
High quality = high cost; balance must be struck
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Day to day realization of previous stages’ work. Develops cap/res allowing IT org to
deliver/support service to customer.
Also needs to monitor
Managed ppl
process
technology
Value of ~ Where processes/activities are executed/delivered/assessed by customers.
Functions
4 main functions:
Service Desk – SPOC for users when service disruption, service requests, or some RFC’s
Tech mgmt – detailed tech skills to support ongoing operation (key role In
design/testing/release/improvement of it services)
Ops control – responsibility for daily operational activities to manage IT infrastructure;
breaks down into IT ops control & IT facilities Mgmt
App mgmt – detailed tech skills/resources to manage apps through SDLC
Required
consistent
accountability/responsibility
via
role
definition.
Conflicting
priorities
Balance conflicting priorities
Internal vs external view of IT – op teams focus on growing functional areas; external view i
customer perception
Continual Service Improvement
1. Primary purpose
2. Address 3 things
3. Key objective
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Term/Theory Definition/Point
~ Provides guidance in evaluating/improving the quality of services by measuring,
reporting, and improving service management processes/services.
Purpose Primary: align/realign to changing biz needs by implementing improvements.
Looking for ways to improve alignment/effectiveness/efficiency.
Goal
Address 3 areas:
- Overall Health of ITSM
- Alignment of portfolio of services with biz
- Maturity of IT services
Key objectives
Review,
analyze,
make
recommendations
on
processes
in
each
lifecycle
stage
&
op
services.
4 main reasons to
measure
Validate previous decisions
Set direction (most important reasons)
Justify courses of action w/proof
Intervene and provide corrective actions
Baselines must be set for the following:
Goals/obj
Process maturity
Op’l metrics and KPI’s
IT Governance
Common terms
Improvements – outcomes that show measurable increase/decrease in a metric
Benefits – gains achieved via realization of improvements
ROI – difference between saving achieved and amount expended to realize saving
VOI – extra value created by benefits including non‐monetary or lt outcomes;
subcomponent is ROI
Deming cycle Mgmt philosophy for est. quality, productivity, and competitive position.
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Plan – formulate goal/theory, define how to measure success and plan
Do – execute plan
Check – monitor outcomes vs expected results and look for lessons learned
Act – integrate lessons learned, adjust theory/method, determine what more we
must learn
CSI model
B. Vision ‐ Embrace vision by understanding biz obj
Baseline assessments ‐ Assess current situation (as is); baseline analysis of current
position. Measurable targets
Service & Improvement targets ‐ Understand/agree on priorities based on vision
Detail CSI plan by implementing ITSM processes
Measurement & Metrics ‐ Verify metrics are in place to see if milestones reached/
processes compliant
Ensure momentum is created to ensure it keeps on trucking
Exam Re‐Cap Service Strategy (SS):
ID goals/objs of SS
Define/explain concept of res/cap
Define/explain value composition w/U&W
Exam Re‐Cap Service Design (SD):
Exam Re‐Cap Service Transition (ST):
Exam Re‐Cap Service Operation (SO):
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Exam Re‐Cap Continual Service Improvement (CSI):
Explain the main goals/obj of CSI
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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ITIL v3 ‐ Module 3
Service Strategy
1.
Outline
1.1.
Key decisions
(3)
2. Service Portfolio
2.1. Contains (4)
2.2. Service catalogue
What it is
Contains (4)
2.3. Service Pipeline
2.4. Retired Services
3.
Demand Mgmt
3.1. Responsible for1
3.2. Challenge
3.3. Activity‐based D Mgmt
3.4. Analyzes (3)
3.5. Key Objectives
3.6. Risk
4. Financial Mgmt
4.1. 3 main activities
4.2. Service valuation + goal
What’s the difference between Service Portfolio & Service Catalogue?
The Service Portfolio is composed of all services committed to IT customers ‐‐ current,
under development and future ‐‐ as part of continual service improvement. The Service
Catalogue is that portion of the Services Portfolio that is currently available to IT
customers, so it's a subset of it.
1 Understanding customer demand for it services and provisioning capacity accordingly
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SC
1 component of sp
Projection of services actual/projected capabilities
It’s published to customers; supports sale/delivery
Includes information about: deliveries, prices, contact points,
ordering and request processes
Service Pipeline – initial stage of new services; doc listing all
services under consideration/dev
Retired services – final stage in lifecycle of all services;
repository of offerings/lessons learned when delivering
services in the past; perm removal of IT services or CI from
production
Biz case Decision support/planning tool; helps predict outcome of
proposed action/justifies investment
D Mgmt
Unique patterns of biz activity become identified.
D Mgmt is responsible for understanding customer demand for
IT and provision capacity accordingly.
Aims to ensure capacity when required.
Challenge of synchronous production/consumption.
Activity based D Mgmt – ties biz activity as primary demand for
it services. PDA – patterns of biz activity
PDA’s helps us define op requirements and Service Level
Packages
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SLP – a definite level of U&W associated with a SLP
D mgmt – looking at:
- User
- Top Utility features
- Warranty
–
speed
Risk Future event that may adversely affect SLA’s
Financial Mgmt
ROI, VOI, cost‐benefit analysis, costing models, IT budget, user
charges support go/no go on biz obj.
3 main activities
- Budgeting
-
IT
accounting
- Charging
Other key activities:
Service valuation – means to a mutual agreement with biz
regarding services what components, actual cost. Key goals
are produce value for services that are fair to biz +
improvement mgmt of demand/consumption via d modeling
Service Investment & CBA – value of services + costs incurred
to provide service
D modeling
–
anticipated
usage
by
biz
and
provisioning
requirements from IT
Encapsulated within SP elements of the biz case & risk
assessment
SLP – contains all work done so far. SD uses to create SD.
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Exam Re‐Cap
Your study partner,
B Wyze
Solutions
(a
preferred
MindMuze
Education
Partner)
www.bwyze.mindmuze.com for more details
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ITIL v3 ‐ Module 3
Service Transition – to boldly build, test, and implement SDP’s into SO
1. Change Management
a.
Outline
i. Focuses on
ii. Primary focus
iii. Where strategic
and corrective
changes take
place
b.
Basic Concepts
i. RFC
ii. CAB, ECAB,
Change Authority
iii.
Back out plan
iv. Change Schedule
c. 3 Types of changes*
difference between std
and normal change
d. Change Model
e. Change process 6
f. KPI’s of Change (3)
g. 7 r’s of change1
2.
Release & Deployment
Management
a. Outline
i. Full architecture
broken down into
tech/non‐tech
activities
ii. Responsible for
planning
scheduling
controlling
release from test
production
1 raise, reason, return, risk, resources,
responsible relationship
iii. Primary
objective* how
it
compares to
primary objective
of change
b. Concepts
i. Release package
ii. Storage areas for
authorized media
and hw spare
parts
1. DML
2.
DSS
iii. R&D Models
iv. 4 Release
approaches
c. Roles (3)
d. Terms
i. Release
ii. Deployment
iii. Rollout
iv. Release Unit
3.
Service Asset and Configuration
Management
a. Outline
i. Yep
ii. Critically
interdependent
with (2) processes
b. Differences between SA /
C
mgmt
c. CMDB; critical aspect
thereof
d. CI
e. CMS
f. Configuration baseline
g. SKMS supported by data
in CMS and CMDB
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h. SA Manager, C Manager,
C analyst, C librarian,
CMS admin, C ctrl board,
janitor
i. Terms
i.
Asset Mgmt
ii. Attribute
iii. Baseline
iv. Config Mgmt
v. CMS
vi. Config baseline
vii. Service Asset
viii. SKMS
ix.
Benchmark
x. Snapshot
xi. CI
Service Transition – Part 1 ‐
1. Service Transition
1.1. Outlines
help to plan build test implement SDP’s into Production
internal service to IT; what is required how it’s implemented
1.2. Change mgmt
Outlines:
⇒ Focus on service change (addition, mod or removal of planned service,
component
⇒ Primary objective: enable beneficial changes w/minimal disruption of
IT services
⇒ Other objectives
1.2...1. Changes done controlled manner
1.2...2. Changes recorded, evaluated, authorized, prioritized, planned
tested implemented, shaken a stick at whipped fried buttered
basted
⇒
Strategic changes
triggered
in
SS;
Corrective
changes
in
SO
1.2...1. Strategic change if major change in service
Basic concepts within Change:
⇒ RFC
⇒ Roles:
1.2...1. CAB
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1.2...2. ECAB
1.2...3. Change Authority – provide formal auth. For each change. Roles
include:
⇒ Back out plans must be considered for all changes to revert to pre‐
change state; contingency plans must be created where BOP not
possible
⇒ Change Schedule – lists all approved changes and planned dates. It
becomes an important audit trail to support incident/problem mgmt
among other processes
3 types of changes:
⇒ Emergency
⇒ Normal – I’m moving to another office and need printer moved
⇒ Standard – I want to get a printer that prints in colour
Change model: repeatable process to deal with a particular category of
change (steps, order, timescales, escalation procedures)
Change activity steps:
⇒ Record RFC
⇒ Review
⇒ Assess/evaluate
⇒ Authorize/schedule
⇒ Coordinate change, implementation, plan, build, test, implement
⇒
Review and
close
RFC
KPI of Change Mgmt Process:
⇒ # of change implemented
⇒ Reductions in unauthorized changes
⇒ reduction in backlog
⇒ change success rate
⇒ reduction in associated incidents
Challenges faced by Change activities:
⇒
legacy systems
⇒ balance between stable production and being responsive to b needs
⇒ risk mgmt
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Exam recap:
1.3.
Release & Deployment Mgmt
Outline:
⇒ Manages release of service; planned in design stage
⇒ Full arch broken into tech/non‐technical deployments
⇒ Responsible for release & deployment activities
⇒ Focused on assessing technical/non‐tech activities of release
⇒ Contains hw, sw, and documentation CI’s; all happen in transition
⇒ Responsible for planning scheduling controlling releases from test
production environments
⇒ Primary objective: Protect integrity of IT services/infra by ensuring
correct comp’s
are
released
⇒ Other objectives:
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Concepts:
⇒ Release Package – combo of individual releases grouped together.
⇒
RP contains
individual
CI’s
&
release
units.
Aim
of
defining
release
units is to decided most appropriate release unit for each
asset/component
⇒ Physical storage areas for authorized media and hw spare parts
1.3...1. DML (library in which media config items are stored/protected;
physical area where master copies of media versions are placed;
only sw from DML is acceptable for use in release)
1.3...2. Definitive spares (surplus hw) and physical storage areas for all
authorized media and hardware spare parts
⇒ Standard R&D models – illustrate std flows and activities to guide ppl
on
approach,
mechanisms,
processes,
procedures
and
resources
1.3...1. Big Bang – all user areas in one operation
1.3...2. Phased – part of the user base
1.3...3. Push – to users at a time not of their choosing
1.3...4. Pull – to users of their choosing; they call pull it down at own
location when they please
⇒ Roles
1.3...1. R&D mgr ‐ all aspects of package
1.3...2. Deployment mgr – final physical delivery of the service
implementation
1.3...3. R Packaging & Build mgr – controls workflow
⇒
Exam recap:
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⇒ Terms:
1.3...1. Release – process responsible for planning, scheduling,
controlling the movement of releases to test/production
1.3...2. Deployment – activity responsible for movement of new or
changed, hw, sw, documentation, process to production
1.3...3. Rollout – deliver install commission of new/changed CI’s across
logical/physical parts of an organization
1.3...4. Release unit – comp’s of and IT service that are normally released
together
1.3...5. DML – 1 or more locations in which definite/approved versions of
all sw CI’s are securely stored
1.4. Service Asset & Configuration Mgmt Process
Outline:
⇒
Both asset/c
items
are
managed
from
acquisition
to
disposal
⇒ Objectives:
1.4...1. provide logical model of IT infrastructure
1.4...2. optimize costs
1.4...3. enable organization to comply with corporate governance
requirements
1.4...4. manage change/release
1.4...5. resolve problems/incidents faster
⇒ SACM, change, release & deployment are critically interconnected
Differences between
Service
Asset
and
Configuration
Management:
⇒ SA – tracking & reporting value & ownership of IT assets
⇒ CM – maintaining information about CI’s including their relationships;
information in CMDB
⇒ CMDB – stores config records about details of CI; holds relationship
between all CI’s; scope is a critical consideration
⇒ CI – component of an item can vary in complexity, variety and type
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⇒ SACM process requires CMS; provides interface to relate information
in CMDB to all other service mgmt tools & arch’s; helpdesk analyst
accesses CI information via CMS
⇒ Configuration baseline
⇒ SKMS – supported by data held in CMS and CMDB’s
⇒ It’s much broader than CMS in that it covers experience of staff, user
behaviour, supplier requirements/abilities/expectations, etc.
⇒ Good SKMS results in: better decisions being made with better results
⇒ Facilitates better decision via better knowledge
Roles:
⇒ Service Asset Manager – manage lifecycle of assets
⇒ Configuration Manager – manage lifecycle and relationships of all CI’s
⇒ Config Analyst – analyze/propose scope of A&CM processes
⇒
Config Admin/Librarian – custodian of master copies of CIs
⇒ CMS/tools admin – evaluates A&CM tools
⇒ Config control board – reviews changes in service configuration
⇒ Janitor – cleans up after the above roles when they leave the office
(these roles are getting a bit ridiculous…)
Exam recap:
Terms:
⇒
Asset Mgmt – Process for tracking & reporting value and ownership of financial assets throughout their lifecycle
⇒ Attribute – piece of info about a CI
⇒ Baseline – benchmark used as a reference point
⇒ Config Mgmt – process responsible for maintaining info about CI’s
required to deliver and IT service including their relationships
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⇒ CMS – set of tools/db’s used to manage and IT service provider’s C
data
⇒ Configuration baseline – used as basis for future builds, releases, and
changes
⇒ Service asset – capability or resource of a service provider
⇒ SKMS – set of tools/db’s used to manage knowledge and info
⇒ Benchmark – recorded state of something at a specific point in time
⇒ Snapshot – current state of a CI as captured by a discovery tool
⇒ Relationship
⇒ Configuration – a db used to store c records through lifecycle
⇒ CI – component that needs to be managed in order to deliver and IT
service
⇒ CMDB is subset of CMS which is subset of SKMS
Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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ITIL v3 ‐ Module 3
Service Design
1. Main purpose
2.
5 Elements
of
Design
3. Service Catalogue Mgmt
3.1. 3 Objectives
3.2. 2 critical aspects
3.3. SL vs. SC Manager
4. SLM Process Part 1
4.1. Objectives (2)
4.2.
SL Requirements (definition + 5 things)1
4.3. UC
4.4. OLA
4.5. SLA
5. Availability Mgmt
5.1. Responsible for
5.2. Objectives
5.3. VBF (def) may avail themselves of special IT Service Designs:
HA
Fault Tolerance
Continuous Operation
Continuous Availability
5.4. Proactive & Reactive strategies
5.5. AMIS Part 2
5.6.
Component vs.
Service
Availability
6. Capacity Mgmt
6.1. Definition of capacity
6.2. Subprocesses (3)2
6.3. CMIS
7. Information Security Mgmt
7.1. Responsible for CIA (def)
7.2. ISMS
7.3. 5 key elements to ISMS3
8. IT Service Continuity Mgmt Part 3
8.1.
Goal
8.2. 2 concepts to be implemented4
8.3. BCM
1 Availability, reliability, maintainability, capacity, serviceability 2 Biz, Service, component 3 Control plan implement evaluate csi 4 BIA & Identification of VBF’s
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9. Supplier Mgmt
9.1. Purpose
9.2. Supplier vs. Service Provider
9.3. UC’s
9.4. SCD
What’s the difference between Capacity Mgmt & Availability Mgmt?
The capacity mgmt process is responsible for ensuring that the capacity of IT services
and the IT infrastructure is able to deliver agreed SL Targets in a cost effective and
timely manner.
The availability mgmt process is responsible for ensuring that the People process tech’y
are appropriate [given SLA’s].
SERVICE DESIGN PROCESS P1
Service Design
10. Outline
10.1. Main purpose
11. Service Catalogue Mgmt
11.1. 3 Objectives
11.2. 2 critical aspects
11.3. SL vs. SC Manager
12. SLM Process
Term/Theory Definition
SD
Main purpose is design of new/changed serv
Serv catalogue mgmt process creates/manages accurate SC. Focuses
on providing information on all servs.
SCM
Objectives of SCM
- Create/mge SC
- Ensure information up to date/interdependencies
- Includes both new/existing
- Support sales/delivery
Two aspects critical
Biz Serv. Catalog – customer view of SC; details all servs
Technical serv catalog – details of all IT serv, CI’s, components, etc.
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required for delivery. Facilitates SLA, OLA, CI components,
underpinning contracts, etc.
SLMgr
Assist with production of accurate SP, SC, App portfolio
SCMgr
Producing/maintaining SC, ensure accurate SC, information consistent
with SP
SLM Process
Negotiates SLA’s and ensures they’re met
SLM Objectives
Impacts 2 other stages (trans/ops)
SLreq’s
Requirements for a customerfacing aspect of an IT service
Based on biz obj and used to negotiated agreed SL targets from
customer perspective
Includes:
Availability
Reliability (time entre inc)
Maintainability MTTR
Serviceability – ability of 3rd
party to meet terms of contract
capacity
Underpinning
contracts
Contract entre suppliers/external partners
OLA Contract between internal units
SLA
Basis for managing rship entre service provider and customer.
Defines key
targets/responsibilities
for
both
parties
Match biz needs/expectations to IT services.
OLA/UC’s support SLA
SLM
Ensures all ITSM processes, OLA’s, and UC’s are appropriate given SL
targets.
Represents IT to biz. Provides POC to biz managers/customers to IT.
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Responsible for agreeing/documenting sl targets/resp for every
activity in IT.
SLM must have close interface with SPM
Planning coordinating
drafting
agreeing
monitoring
reporting
on
targets in SLA
SLA process
activities
SLM metrics
Developed from serv, customer, and biz perspective
Include:
Percentage of targets met
Number/severity of
serv
breaches
Challenges:
Engaging biz
Differing requirements
Getting sla’s signed
Assuring sla’s disseminated
1. SCM
a. Objectives
b. Critical aspects
i. Biz Serv catalog
ii. Technical serv. Catalog
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2. SLM
a. SLA
i. UC
ii. OLA
iii. SL Req.
SERVICE DESIGN PROCESS P2
1. Availability Mgmt
2. Capacity Mgmt
3. Information Security Mgmt
Objectives of lesson:
Know concepts, roles, responsibilities of avail, cap, and information security mgmt.
Term/Theory Definition
Availability
Mgmt
Responsible for ensuring all IT infrastructure processes, tools, and staff
roles are appropriate given SLavail targets
Obj: manage avail of services and resources. More obj:
VBF – functions critical to biz process; may require special it serv
designs. May avail themselves of following strategies:
- HA –minimizes effect of IT component failure
- Fault tolerance – ability of it serv ci or component to operate
correctly when other related parts fail
- Continuous operation – approach to eliminate planned downtime
- C’s
avail
–
approach
to
achieve
100%
avail
2 key elements:
Proactive activities – planning, design, improvement of avail | cost‐
justifiable and meets needs of biz
Reactive activities – monitoring, measuring, analysis, and reporting for
serv and comp avail; key output for avail is measurement/reporting
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Created in AMIS (availability Mgmt Info System)
Don’t need to know activities within diagram
Comp avail – all aspects of assessing aval
Serv avail – all aspects of assessing impact/potential impact of compo
avail/unavail
Avail plans/designs given to SLM process; provided for in OLA’s/UC’s in
Serv operation
Exam recap Availability:
Capacity Mgmt
Term/Theory Definition
Capacity Mgmt
Capacity – max throughput a CI/serv can deliver while meeting SL
targets
Responsible for capacity of it serv/infra can deliver sl targets eff/eff
Objectives:
Reactive activities of ~
Monitoring, measuring analysis, reporting
Proactive activities of ~
Trending, modeling,
tuning,
optimizing
Creates plans/designs via 3 subprocesses:
- Biz cap mgmt – focused on biz requirements
- Serv cap mgmt – focused on delivery of existing serv (capacity vs sla
& slr targets); proactive/reactive strategies
- Component cap mgmt – al compoenents used to meet serv reqs
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CMIS – guess
Exam recap cap mgmt:
Info Security Mgmt Process
Objectives:
Term/Theory Definition
~
Focuses on mgmt of security risks
Ensured (CIA) confidentiality, integrity, avail of assets, info, data and IT
services
ISMS – ppl, process, products, tech’y
5 key elements to ISMS (follow deming cycle)
- Control – est. org structure and provide control docs
- Plan
–
develop
IS
policy
and
integrate
into
sla/ola/uc
- Implement – ensure procedures, tools, and controls are in place to
support IS policy
- Evaluation – conduct audits (int/ext), analyze incidents
- Maintain ‐ csi
Exam recap IS mgmt
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SERVICE DESIGN PROCESS P3
IT Serv. Continuity Mgmt Process
Term/Theory
Definition
~
Focuses on disasters
Goal – support overall biz cont. mgmt. process by ensuring required
facilities can be resumed within agreed scales
Identifies IT services deemed critical to survival of biz
Ensures resumption given required timescales (computer systems,
db’s, telecom, environment, tech support, sd , apps, nw)
Two concepts to be implemented:
BIA – seeks to id company’s critical biz services by analyzing outages and severity; identifies recovery requirements
VBF – fn’s critical to success of biz proceses; BIA id’s VBF’s, indlucing
people, processes, and IT serv’s; important to ITSCM, Avail, BCM)
ITSCM ‐ Cyclic process to ensure they continually align with BCP and
priorities
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BCM – to implement ITSCM you need to identify key Biz processes
Initiation – relationship entre ITSCM and BCM
Exam recap: ITSCM
Supplier Mgmt
Process
Term/Theory Definition
~
Builds a value nw and manages contracts
Objectives:
Manages overall nw and value chain; working toward integrating
contracts/policies with our own.
Ensures suppliers meet terms conditions and terms of contracts.
Service Provider (elp wit hemail) – supplies IT servs to customers;
v. Supplier (give you box) – supplies g/s required to delivery IT servs
(telco’s, consultants, etc.); written as UC’s
Supplier & Contract DB (SCD) – complete set of reference info for
supplier mgmt procedures/activities
You establish new suppliers in transition
You review perf and renew/terminate contracts in operation
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Exam recap Supplier Mgmt
5 elements of design, 4 p’s, outsourcing options all go together into SDP
Your study partner,
B Wyze
Solutions
(a
preferred
MindMuze
Education
Partner)
www.bwyze.mindmuze.com for more details
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Module 3:
Service Operation Functions
1. Functions
a.
Service
Desk
i. Outline:
1. What role it plays
2. Focus
3. Primary objective
ii. Organizational Structure (3)
iii. 4 Types (depends on 4
things)1
iv. Outsourcing considerations
(4)
v. Metrics (2 categories)
vi. 4 Roles
vii. Terms:
1. Call centre
2. SPOC
3. Service Request
4. Helpdesk
5. Resolution
6. Service Desk
7. Recovery
b. Technical Management
i.
Outline:
1. Responsible for…2
2. Balances…(2)
ii. 3 roles
c. Application Management
i. Outline
1. Responsible for
2. Objectives (2)
d. IT Operations
i. Outline
1.
Responsible
for
2. Balances…(2)
3. 4 Roles
ii. Terms:
1. Console Mgmt/Ops
Bridge
2. Tech service
3. NOC
1 Staffing training retention technology 2 Right people, right skills, right places, right times
2. Processes
1.
Event
Management
a. Outline
i. Objective
ii. Manages
b. Events vs. Alerts
c. Monitoring
d. 2 significant aspects of definition
& generation
i. Generate…
ii. 3 types of events
e. Roles coordinating Evt Mgmt
procedures
2. Incident Management
a. Outline:
i. Definition of an incident3
ii. Primary objective
b. Incidents vs. Service Request4
c. Incident Lifecycle
i. Identification, log,
categorization,
prioritization (based
on…[2]), initial diagnosis,
escalation (2 types),
investigation and
diagnosis, resolution &
recovery, closure
d. 2 challenges of Incident Mgmt
e. 3 Levels of Support
f. Incident Manager
3.
Request
Fulfillment
a. Service Request definition
b. Promotes
c. Where detected
4. Access Management
a. Protects
b. Executed by (2) functions
3 Any event which disrupts or could disrupt service 4 Unplanned, deviation from actually, potentially affecting
SLA, could or actually disrupts service
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c. Terms
i. Rights Mgmt
ii. Rights
iii. Access5
iv. ID
v.
Confidentiality
vi. Integrity
vii. Availability
5. Problem Management
a. Outline
i. Definition of a problem
ii. Primary objective
b.
2 major processes
c. Workaround
d. Known error record + where
entered + handled by
e. Terms
i. Problem
ii. RCA
iii. Root cause
iv. Workaround
v. KE6
5 Level & extent of it service functionality a user has 6 A problem with a documented rc and workaround
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Service Operation Functions
1. Service Operation
1.1. Outlines
Value of
it
is
ultimately
measured
here;
it’s
where
things
are
executed,
delivered,
assessed
Aimed at providing stable IT infrastructure; use process to leverage capability
Functions
⇒ Service Desk:
1.1...1. Outlines:
1.1...1.1. SPOC for users
1.1...1.2. SD is focused on end user experience, business and quality of service
1.1...1.3. Primary objective: facilitate restoration of disrupted service by restoring normal
service
1.1...2. FCR
1.1...3.
Organizational structure
1.1...3.1. Local SD
1.1...3.2. Follow the sun service
1.1...3.3. Specialized SD groups
1.1...3.4. End result is that virtual SD is transparent, is SPOC, access 24x7
1.1...4. Per the staffing levels, training, retention and technology available, you’ll have one of
the following SD types:
1.1...4.1. Call Center – records calls, no solution, routed to depts
1.1...4.2. Unskilled – recorded, some resolved, easy ones resolved with SOP’s; dispatch
function
1.1...4.3. Skilled SD – recorded, most incidents resolved; new/complex escalated
1.1...4.4.
Expert SD
–
resolve
most
independently
1.1...5. SD outsourcing considerations:
1.1...5.1. tools/processes
1.1...5.2. sla targets
1.1...5.3.
ownership of data
1.1...5.4. access to information
1.1...6. Metrics:
1.1...6.1. Workload analysis – analysis of recorded calls/requests to support staffing & skill
type decisions. Include FCR, cost of handling an incident per minute, etc.
1.1...6.2. Customer sat – how are we doing, customer?
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1.1...7. Roles:
1.1...7.1. SDM – managed overall desk activities, including supervisors
1.1...7.2. SD supervisor – ensure desk is staffed/managed during operational hours
1.1...7.3. SDA – provides l1 support
1.1...7.4.
Super users – liaison points with it in general
⇒ Exam recap:
⇒ Terms:
1.1...1. Incident
1.1...2. Call center – handles large volumes of incoming/outgoing calls
1.1...3. SPOC
1.1...4. Service request
1.1...5. Helpdesk – POC for users to log incidents
1.1...6. Resolution – action taken to repair the root cause of an incident or implement a
workaround
1.1...7. End user
1.1...8. SD – spoc between service provider and users
1.1...9. Recover – returning a CI/IT services to working state
1.1...10. Customer
⇒ Both tech mgmt and app mgmt can overlap into IT ops mgmt
⇒ Technical Mgmt:
1.1...1. outline
1.1...1.1. responsible to ensure right ppl with right skills in right places at right times
1.1...1.2.
balances skill
levels/costs
for
following
roles:
1.1...1.2.1. IT Infrastructure – tech knowledge custodian – identify, develop, refine
technical knowledge
1.1...1.2.2. Technology – HR custodian – train/deploy ppl
1.1...1.3. defines roles and support groups, including tools processes, and procedures
1.1...1.4. 3 groups that help to keep TM operational
1.1...1.4.1. Tech Mg/TL – managed tech analysts/arch’s
1.1...1.4.2. Technical Analysts/Arch’s all members who perform tech tasks related to
design, testing, and improvement
1.1...1.4.3. Tech Operator – technical staff for day to day
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⇒ Application Mgmt:
1.1...1. Outline:
1.1...1.1. responsible to ensure that IT services are delivered and supported per SLA
1.1...1.2. objectives:
1.1...1.2.1.
Identifying functional requirements
1.1...1.2.2. assisting design/deployment
1.1...1.2.3. balances skill level and cost of following roles:
1.1...1.2.3.1. Application – technical knowledge custodian – id develop refine tech
knowledge
1.1...1.2.3.2. Application – HR custodian – works with tech mgmt to deploy ppl
⇒ IT Operations:
1.1...1. outline:
1.1...1.1. responsible to ensure IT services are delivered and supported per SLA’s
1.1...1.2.
balances stability/consistency
by
maintaining
status
quo
: adapting
to
biz
requirements
1.1...1.3. Roles
1.1...1.3.1. IT ops mgr – overall operational responsibilities, including ops control &
facilities mgmt
1.1...1.3.2. Shift Leader – day to day shift mgmt
1.1...1.3.3. IT Ops Analyst – senior staff
1.1...1.3.4. IT Operators – day to day operational activities
⇒ Exam recap:
Technical support – synonym for tech mgmt
Support Group – ppl with tech skills
Console Mgmt/Ops
Bridge
–
physical
location
that
consolidates
all
critical
observational
points
within IT so they can be monitored/managed from a centralized location
Tech service – an it service not used directly by the biz but required by the IT service provider
Application
NOC – consolidates all critical observational points in IT infra relating to the network
IT infrastructure
App Lifecycle
SOP
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1.2. tech mgmt not responsible for OLA’s
SERVICE OPERATION PROCESSES
Evt Mgmt
Objectives:
1. Event Mgmt
1.1. outline:
focused on generating, detecting, and determination of meaningful notifications about status of
IT infrastructure and IT servs in order to initiate appropriate event control actions
manages events and escalating into Inc, Problem, or Change Mgmt
1.2. Event vs alert
Evt – change of state in CI or IT serv which has significance for mgmt thereof; not all are required
to be managed
Alert –
notification
that
evt
has
occurred,
warning
that
a threshold
has
been
reached,
something
has changed, or failure has occurred; requires a specific action to be taken
1.3. Monitoring – tracks conditions to provide information and promote understanding (i.e. check status of
device to make sure it’s operating per limits, event if not generating evts); an evt must be detected
and received before it’s an event
1.4. two significant aspects of how they should be defined generated and captured
must generate an evt notification message
classified by type
⇒ Normal operation (no evt); work completed, message rec’d
⇒ Unusual operation (no evt, requires monitoring) – gets close to exception
⇒
Exception operation
(evt
occurrence;
control
actions
required)
1.5. roles coordinating Evt Mgmt procedures
SD; initial response and communication to app mgmt team
Tech & App Mgmt roles – routine evt mgmt, deal with incidents and problems related to evts
IT ops mgmt roles
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Exam recap:
Incident Mgmt
1. Incident Mgmt
1.1.
Outline:
process for dealing with all incidents (failures, questions, query)
any event which disrupts or could disrupt service; could be from monitoring or end user call
Primary objective: restore it serv to users asap
other objectives:
⇒ detect/resolve incidents,
⇒ align real‐time it activity to biz priorities,
⇒ id potential improvements,
1.2. Inc vs. Ser requests
Both incidents/serv requests are reported to SD
(serv request planned, repeatable
inc unplanned,
deviation
from
normal,
reduction
in
quality
of
agreed
serviced,
could
lead
to
disruption or reduction
Incident models – provided guidance to deal with incidents
1.3. Major incidents are treated differently
shorter timescale
⇒ separate procedures
should include:
⇒ steps to take
⇒ chronological order
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⇒ who should do what
⇒ timescale
⇒ escalation procedures
⇒
evidence
preservation
activities
1.4. Steps:
Incident ID – reported
~ logging – ticket opened; documentation of ~
Categorization – hw, sw, infra
Prioritization – facilitate activities according to sla/ola/UC; priority given based on Urgency
(timeframe which users required resolution) & impact
Initial diagnosis – l1 support, resolving incidents based on knowledge/experience/kb’s/diagnostic
scripts; analysis may resolve on initial diagnosis and then close (FCR)
Escalation – guided by sla, will follow major incident procedure
⇒ functional escalation to tech teams
⇒
hierarchical escalation
to
SDS
and
Inc
process
mgr
Investigation & Diagnosis – l3 support teams do their thing
Resolution & recovery
Incident closure; stays open until related problem mgmt activities are completed if a major
incident
1.5. Challenges for ~
Ability to detect incidents asap
Convincing staff to log all incidents
Encouraging use of self ‐help
1.6. Incident Manager
Authority to
manage
incidents
through
l1
l2
l3
1.7. Levels of support
⇒ 1st
⇒ 2nd
⇒ 3rd
Exam recap:
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Request Fulfillment Process
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1. Request Fulfillment Process
1.1. Outline:
Service requests are frequently recurring
Allow for eff/consistent service fulfillment
i.e. how do I add items?
If cannot help, gets escalated to service desk, external vendors
1.2. Requests are detected in Inc Mgmt and transferred to Request fulfillment
Exam recap:
Access Mgmt
2. Access Mgmt
2.1. Outline:
Allows to make used of IT serv, data, assets
Helps protect confide, integrity, avail to only authorized users
Objectives:
⇒ Execute policies and actions defined in Info Security & Avail Mgmt
⇒
protect confide, integrity, avail to only authorized users
⇒ enables users to access servs within SC
⇒ Access – level/extent of serv’s functionality and data and end user can access
⇒ ID – information distinguishing end user
⇒ Rights – actual settings an end user has
Policies – primary guidelines in ~
Info mgmt plays vital role in identifying unauthorized access
Executed by tech/app mgmt functions
PW reset
No specific roles
Terms:
⇒ Rights/ID mgmt aka access mgmt
⇒ Rights ‐ entitlements
⇒ Access – level and extent of a serv’s functionality or data a user can use
⇒ ID – information about users which distinguish each other
⇒ Service Group
⇒ Confidentiality – data should only be accessed by authorized ppl
⇒ Integrity – items are only modified by authorized activities and ppl
⇒ Availability
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⇒ IS policy
Exam recap:
Problem Mgmt
1.
Problem Mgmt
1.1. Outline
Unknown cause of one or more incidents
Manages lifecycle of all problems
Diagnose root cause, determine resolution, move through change & release
Primary obj: to prevent probs and resulting incidents, minimize impact of incidents
1.2. 2 major processes
Reactive – where inc mgr requires more resources and techniques to resolve; investigate all major
inc
Proactive – executed as part of CSI; tries to prevent future problems; focuses on id’ng preventing
problems via data from incident/problem data
1.3.
Inc/Prob will use similar tools, impact, categorization and priority coding systems
1.4. Workaround – temporary fix or implemention of alternate technique to avoid
1.5. known error record – allows quicker diagnosis and resolution when similar incidents occur; follow RCA
activity
entered into KEDB and forms larger SKMS
1.6. problem models ‐used to handle known errors
1.7. Terms:
Problem – cause of one or more incidents
RCA – sovling problems in a structured/organized manner
Root cause – underlying or original cause of I/P
Workaround
KE – problem with documented rc and a workaround
Status – required field showing stage associated with CI, inc, prob, or other record types
Exam recap:
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Your study partner,
B Wyze Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com for more details
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Module
3:
Continual Service Improvement
1. Outline
2.
7
steps
a. What should we measure
b. What can we
c. Collect data
d. process
e. Analyze
f. Present & Use
g. Implement
3. Key elements of 7 step process
a. CSF
b. KPI
c. Metrics
d. Measurements
4. Roles
a. Service Management
b. CSI manager
Objectives:
1. CSI
1.1. Outline
Integrate with all processes
1.2. 7 steps
Define what you should measure
Define
what
you
can
measure
Gather data
Process data
Analyze data
Present and use information
Implement corrective action
1.3.
Key
elements
of
7
step
process
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CSF
KPI
Metrics
Measurements
Vary on qualitative and quantitative
1.4.
Roles
Serv M – full lifecycle mgmt of services
CSI M – developing CSI domain where CSI concepts/activities are practiced
Other roles:
⇒ Jim
⇒ Pam
⇒ Janitor
Exam recap:
Your study partner,
B
Wyze
Solutions (a preferred MindMuze Education Partner)
www.bwyze.mindmuze.com
for
more
details