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Agile Service Management
Automation: Service Manager &
Orchestrator/SMA
Cireson Presentation Team
And ready to start today
SETH COUSSENS
Practice Lead – Cireson
Consulting Services
Houston, TX
CHRIS ROSS
Director of Program
Management
Houston, TX
Today’s Agenda
 System Center 2012 Overview
 Integrated Service Management
 Building the Core for Automation
 User Experiences
 Enhancing Native Capabilities
 Value of Automation
 Orchestrator and SMA
 Cireson Decision Engine Example and Demo
 Next Steps
System Center 2012 R2 + Cireson
Virtualize, Deploy
& Manage
Monitor & Manage
Service End to End
Service Management
Data Protection
& Recovery
Design, Configure
& Deploy
Service Manager
Integration &
Process Automation
Orchestrator & SMA
IaaS
INTEGRATED SERVICE MANAGEMENT
Service
Management
Service Management is a
customer-focused approach
to service delivery which
crosses organizational
boundaries
In the age of cloud
computing and the coming
age of Internet of Things
(IoT), Service Management
must be easily extensible,
integrated and highly
automated in order to
continue to meet the needs
of the business and respond
to technological changes
and advances
Third party
management
tools
Service Catalog Templates
Workflows
CMDB
WorkItems
Configuration
Items
Knowledge
Reporting and data
warehousingSelf Service
Standardization
Automation
EmailMobile Portal
Service Management Foundations
Building a strong CMDB
User Experience
Interfaces for enterprise user roles and use cases
FULL CONSOLE
Targeted to key IT
support roles:
SCSM Administrators
Service Desk
Analysts
Change Managers
Asset Managers
SELF-SERVICE PORTAL
Targeted primarily to end
users and “light” IT users:
Incident and service
request submission
Request approval
Knowledge search
E-MAIL WORKFLOW
Enables productivity when
not at the keyboard:
Incident and request
submission and
processing
Request approval
Service level warnings
Incident & Service Requests
Flexible and extensible foundation for core service management functions
TEMPLATED
Incident and service
request templates
out of box.
Ability to add custom
templates.
CONFIGURABLE
Configure drop-down
menus and text field
values to match your
process.
Add custom
properties and fields
with visual authoring
tool.
CONNECTED
Connectors synchronize
hardware items and other
relevant info to Service
Manager CMDB.
Affected assets can be
associated to incidents and
problems
AUTOMATED
Automatic ticket
creation via
connectors, e-mail
and orchestration.
Automatically close
child incidents
related to a problem.
Enhancing Native Capabilities
SharePoint-based End User Portal
Analyst / Administrator Console
E-mail Assignment & Workflow
CommonChallenges
Assignment to Individual Analysts
Choice of Work Item Type Up-front
No Web Console for Analysts
Visibility into Analyst Workload &
Team Performance
Cireson offers a number of solutions to
enhance the out-of-box user experience:
OOB Experience Cireson Enhancements
Analyst Portal
Self-Service Portal
My Active Work Items
Outlook Console
Lync Integration Preview Pane
Remote Manage
Tier Watcher
Group Assign
Affected User
Dashboards Action Log Notify
Learn PowerShell or practice the phrase “Would you
like fries with that?”
-Don Jones, PowerShell MVP
Blue Collar IT vs. White Collar IT
Jeffrey Snover, Windows Server Lead Architect, Distinguished Engineer, Father of PowerShell
http://www.youtube.com/watch?v=66cYDdmF9u0#t=64
Value of Automation
Lower costs
Reduce time to completion
Minimize human error
Ensure processes are followed and documented
Abstract away high security operations
Configurable &
Controlled
Translate business language users
understand into IT language.
Requests can be tailored capture
info required for manual or
automated fulfillment
Role-based
Offerings are delivered based
on user’s role in the organization
Leverages your investment in
Active Directory
Enables an intuitive and
customized self-service experience
Simplified
Service catalog designed for
easy navigation for less
technical users
Automate high-frequency
repeatable tasks
Requests can be approved via
web or e-mail
Self-Service & Automation
Service Request Management
Automation Compared
Orchestrator
• 32-bit support
• PowerShell execution and PowerShell
2/3 support
• Single Management Server
• Runbook Auditing
• Schedule runbooks
• Sequential processing
• Visual designer
Service Management Automation (SMA)
• SMA is a component in the Orchestrator
setup
• Supports requirements for scale and
high availability
• Import PS modules and create additional
modules and runbooks for existing
resources or to connect into 3rd party
systems (ticketing system, billing
system, etc.)
• Check out the BuildingClouds Blog for
an Introduction to SMA
http://aka.ms/IntroToSMA
A guided tour: Orchestrator & SMA
SCSM
SCOM SCCM AD
CSV/LDAP/SQL
(Asset Management
Information) –
Cireson Add In
Exchange Connector
(E-Mail)
Orchestrator
SMA – Cireson Add
In
VMM
SCOM SCCM AD SQL/LDAP
Exchange (Admin/
User)
Static Files (CSV,
XML, TXT, etc.)
PowerShell v2/v3
and anything
potential via PS2/
PS3
VMM
PowerShell v4 and
anything potential
via PS4
Connecting SCORCH & SMA
Cireson Decision Engine
The Problem:
 Service Manager lacks built in functionality for dynamic workflows that change
based upon questions/decisions that are made at required points in the workflow
process.
Example:
 Within your ‘Request Computer’ workflow the question must be asked as to
whether the user travels or not in order to determine whether they need a laptop or
a desktop machine. If the user does not travel, IT must requisition a desktop and
follow a separate setup process than if they do travel, where a laptop would be
required.
Cireson Decision Engine
Solution:
 The Cireson Decision engine allows you to use a manual activity within a workflow
as a branching decision activity based upon a ‘yes’ or ‘no’ answer to the question
posed at that point in the workflow.
Before After
Cireson Decision Engine
How It Works
 The solution is comprised of three customized components
 Custom extension to Manual Activity class
 Custom PowerShell workflow run by Orchestrator on Manual Activity updates
 User created Sequential Activity templates
Cireson Decision Engine
How It Works (cont)
 Process
 User creates a set of SA templates that use a specific naming convention to identify
the workflow they pertain to and the stage in the process where they should be applied
 User then creates a regular SR workflow that contains the root SA template where
they require a decision
 Once the workflow hits that stage in the process, the Analyst can answer the question
posed by the activity as ‘yes’ or ‘no’
 Based on that response the corresponding SA template containing the new set of
activities will be appended to the existing SA
Cireson Decision Engine
Pros
 Provides decision functionality
 Can be added to and expanded by the user without PS/Scorch skills
 Very low overhead
 Can be easily removed if necessary without issues
Cons
 No ability to answer the question through Cireson Portal (Yet!)
 Activity must be active for the workflow to run and work against it, so if the Analyst
completes the activity when setting the decision it will not work (custom class will
solve this problem)
 User customizable template design can become complicated/confusing for large
workflows with large numbers of decisions
DECISION ENGINE
DEMO
Next Steps
Summary
 Service Management must cross Organizational Boundaries and be
highly automated
 Agile automation is required for operational success
 Agile Service Management is the result of the above
Summary & Call to Action
Next Steps
Call to Action
 Learn more on Orchestrator and SMA with Microsoft Virtual Academy
 Reach out to your Cireson Account Executive or your preferred partner
(SI/LAR) to obtain the Cireson Decision Engine for your own use! P.S. It’s Free!
 Learn more about the Cireson SMA Connector here:
http://cireson.com/apps/sma-connector/
 Learn more about how Cireson uses Microsoft Azure to host our Service
Manager Environment: https://vimeo.com/120201818
Summary & Call to Action
Questions?

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IT Pro Webinar Series: Agile Service Management Automation with Service Manager & Orchestrator

  • 1. Agile Service Management Automation: Service Manager & Orchestrator/SMA
  • 2. Cireson Presentation Team And ready to start today SETH COUSSENS Practice Lead – Cireson Consulting Services Houston, TX CHRIS ROSS Director of Program Management Houston, TX
  • 3. Today’s Agenda  System Center 2012 Overview  Integrated Service Management  Building the Core for Automation  User Experiences  Enhancing Native Capabilities  Value of Automation  Orchestrator and SMA  Cireson Decision Engine Example and Demo  Next Steps
  • 4. System Center 2012 R2 + Cireson Virtualize, Deploy & Manage Monitor & Manage Service End to End Service Management Data Protection & Recovery Design, Configure & Deploy Service Manager Integration & Process Automation Orchestrator & SMA IaaS
  • 5. INTEGRATED SERVICE MANAGEMENT Service Management Service Management is a customer-focused approach to service delivery which crosses organizational boundaries In the age of cloud computing and the coming age of Internet of Things (IoT), Service Management must be easily extensible, integrated and highly automated in order to continue to meet the needs of the business and respond to technological changes and advances
  • 6. Third party management tools Service Catalog Templates Workflows CMDB WorkItems Configuration Items Knowledge Reporting and data warehousingSelf Service Standardization Automation EmailMobile Portal Service Management Foundations Building a strong CMDB
  • 7. User Experience Interfaces for enterprise user roles and use cases FULL CONSOLE Targeted to key IT support roles: SCSM Administrators Service Desk Analysts Change Managers Asset Managers SELF-SERVICE PORTAL Targeted primarily to end users and “light” IT users: Incident and service request submission Request approval Knowledge search E-MAIL WORKFLOW Enables productivity when not at the keyboard: Incident and request submission and processing Request approval Service level warnings
  • 8. Incident & Service Requests Flexible and extensible foundation for core service management functions TEMPLATED Incident and service request templates out of box. Ability to add custom templates. CONFIGURABLE Configure drop-down menus and text field values to match your process. Add custom properties and fields with visual authoring tool. CONNECTED Connectors synchronize hardware items and other relevant info to Service Manager CMDB. Affected assets can be associated to incidents and problems AUTOMATED Automatic ticket creation via connectors, e-mail and orchestration. Automatically close child incidents related to a problem.
  • 9. Enhancing Native Capabilities SharePoint-based End User Portal Analyst / Administrator Console E-mail Assignment & Workflow CommonChallenges Assignment to Individual Analysts Choice of Work Item Type Up-front No Web Console for Analysts Visibility into Analyst Workload & Team Performance Cireson offers a number of solutions to enhance the out-of-box user experience: OOB Experience Cireson Enhancements Analyst Portal Self-Service Portal My Active Work Items Outlook Console Lync Integration Preview Pane Remote Manage Tier Watcher Group Assign Affected User Dashboards Action Log Notify
  • 10. Learn PowerShell or practice the phrase “Would you like fries with that?” -Don Jones, PowerShell MVP Blue Collar IT vs. White Collar IT Jeffrey Snover, Windows Server Lead Architect, Distinguished Engineer, Father of PowerShell http://www.youtube.com/watch?v=66cYDdmF9u0#t=64
  • 11. Value of Automation Lower costs Reduce time to completion Minimize human error Ensure processes are followed and documented Abstract away high security operations
  • 12. Configurable & Controlled Translate business language users understand into IT language. Requests can be tailored capture info required for manual or automated fulfillment Role-based Offerings are delivered based on user’s role in the organization Leverages your investment in Active Directory Enables an intuitive and customized self-service experience Simplified Service catalog designed for easy navigation for less technical users Automate high-frequency repeatable tasks Requests can be approved via web or e-mail Self-Service & Automation Service Request Management
  • 13. Automation Compared Orchestrator • 32-bit support • PowerShell execution and PowerShell 2/3 support • Single Management Server • Runbook Auditing • Schedule runbooks • Sequential processing • Visual designer Service Management Automation (SMA) • SMA is a component in the Orchestrator setup • Supports requirements for scale and high availability • Import PS modules and create additional modules and runbooks for existing resources or to connect into 3rd party systems (ticketing system, billing system, etc.) • Check out the BuildingClouds Blog for an Introduction to SMA http://aka.ms/IntroToSMA
  • 14. A guided tour: Orchestrator & SMA
  • 15. SCSM SCOM SCCM AD CSV/LDAP/SQL (Asset Management Information) – Cireson Add In Exchange Connector (E-Mail) Orchestrator SMA – Cireson Add In VMM SCOM SCCM AD SQL/LDAP Exchange (Admin/ User) Static Files (CSV, XML, TXT, etc.) PowerShell v2/v3 and anything potential via PS2/ PS3 VMM PowerShell v4 and anything potential via PS4 Connecting SCORCH & SMA
  • 16. Cireson Decision Engine The Problem:  Service Manager lacks built in functionality for dynamic workflows that change based upon questions/decisions that are made at required points in the workflow process. Example:  Within your ‘Request Computer’ workflow the question must be asked as to whether the user travels or not in order to determine whether they need a laptop or a desktop machine. If the user does not travel, IT must requisition a desktop and follow a separate setup process than if they do travel, where a laptop would be required.
  • 17. Cireson Decision Engine Solution:  The Cireson Decision engine allows you to use a manual activity within a workflow as a branching decision activity based upon a ‘yes’ or ‘no’ answer to the question posed at that point in the workflow. Before After
  • 18. Cireson Decision Engine How It Works  The solution is comprised of three customized components  Custom extension to Manual Activity class  Custom PowerShell workflow run by Orchestrator on Manual Activity updates  User created Sequential Activity templates
  • 19. Cireson Decision Engine How It Works (cont)  Process  User creates a set of SA templates that use a specific naming convention to identify the workflow they pertain to and the stage in the process where they should be applied  User then creates a regular SR workflow that contains the root SA template where they require a decision  Once the workflow hits that stage in the process, the Analyst can answer the question posed by the activity as ‘yes’ or ‘no’  Based on that response the corresponding SA template containing the new set of activities will be appended to the existing SA
  • 20. Cireson Decision Engine Pros  Provides decision functionality  Can be added to and expanded by the user without PS/Scorch skills  Very low overhead  Can be easily removed if necessary without issues Cons  No ability to answer the question through Cireson Portal (Yet!)  Activity must be active for the workflow to run and work against it, so if the Analyst completes the activity when setting the decision it will not work (custom class will solve this problem)  User customizable template design can become complicated/confusing for large workflows with large numbers of decisions
  • 22. Next Steps Summary  Service Management must cross Organizational Boundaries and be highly automated  Agile automation is required for operational success  Agile Service Management is the result of the above Summary & Call to Action
  • 23. Next Steps Call to Action  Learn more on Orchestrator and SMA with Microsoft Virtual Academy  Reach out to your Cireson Account Executive or your preferred partner (SI/LAR) to obtain the Cireson Decision Engine for your own use! P.S. It’s Free!  Learn more about the Cireson SMA Connector here: http://cireson.com/apps/sma-connector/  Learn more about how Cireson uses Microsoft Azure to host our Service Manager Environment: https://vimeo.com/120201818 Summary & Call to Action

Editor's Notes

  1. Script: <click> The Microsoft System Center 2012 is the provides the functionality for all aspects of the Service Management lifecycle <click> Configuration Manager delivers …. Virtual Machine Manages enables…. Operations Manager provides… and Data Protection Manager enables… <click> Orchestrator and SMA provide behind the scenes are the glue providing a underlying layer of component integration and automation of background and user-facing processes. <click> while Service Manager provides deep capabilities to implement enterprise Service Management <click> and since no tool is perfect (including System Center), System Center Alliance partners like Cireson bring advanced capabilities, such as a BYOD-friendly web and self-service experience, as well as enterprise Asset Management capabilities. <click> At the fabric layer, Microsoft Hyper-V and Azure IaaS provide the foundation for highly stable and scalable hosting of the System Center management platform.
  2. CMDB is the Microsoft SQL Server database that contains the Service Manager configuration items (CIs) from the IT enterprise and work items, such as incidents, change requests and the configuration for the product itself.  The CMDB also holds other Service Center products & MS products such as Configuration Manager or AD when integrated via the connectors. The CMDB is the foundation of any service management / asset management (SM/AM) strategy, and the quality of the CMDB is a key indicator of future success in implementing SM/AM successfully. Self Service - Give consumers of IT services the ability to identify, access, and request services as needed. Controlled empowerment. Request offerings displayed based on user role. Intuitive, easy-to-navigate portal. Standardization - Standardize the services provided by IT to consumers. Define the services to be offered. Define the request offerings that will be contained within a service offering. Identify who needs to be involved (approvals, notifications, fulfillment). Automation - Automate the service processes and systems necessary to the fulfillment of consumer requests. Automate routing of requests for approval and notification. Automate provisioning of the service request.