Itil V3 - 1
Itil V3 - 1
ITIL V3 FOUNDATION
Introduction
ITIL is the most widely accepted approach to IT service management in the world. ITIL provides a cohesive set of best practice, drawn from the public and private sectors internationally.
ITIL is the only consistent and comprehensive documentation of best practice for IT Service Management
Introduction (contd.)
Used by thousands of organizations around the world, a whole ITIL philosophy has grown up around the guidance contained within the ITIL books and the supporting professional qualification scheme. ITIL has been developed in recognition of organizations' growing dependency on IT and embodies best practices for IT Service Management. The ethos behind the development of ITIL is the recognition that organizations are becoming increasingly dependent on IT in order to satisfy their corporate aims and meet their business needs. This leads to an increased requirement for high quality IT services.
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The ITIL concept emerged in the 1980s, when the British government determined that the level of IT service quality provided to them was not sufficient. They developed the ITIL V1 framework which contained around 30 volumes. The Central Computer and Telecommunications Agency (CCTA) merged with the Office of Government Commerce (OGC), was tasked with developing a framework for efficient and financially responsible use of IT resources within the British government and the private sector. They introduced ITIL V2 in 2001 which contained around 8 logical sets.
History
People
Products
Process
Improve ROI
Minimizing cost and time-tomarket Minimizing risks in dynamic business scenario Adapting quickly to changing needs
Minimizing costs and complexity Optimizing resources and costs Ensuring a stable and flexible IT environment
IT Responsibilities
What is a Service?
Service
A means of delivering value to Customers by facilitating outcomes customers want to achieve without the ownership of specific costs or risks.
Service Management
Service Management is a set of specialized organizational capabilities for providing value to customers in the form of services.
Capabilities: Take the form of functions and processes for managing services over lifecycle. Represent an organizations capacity, competency and confidence for action. Service Management: Is a professional practice that is globally supported by qualifications schemes and standards. With origins in the airline, banking and hotel businesses, it is now adopted by IT as a service-oriented approach to manage applications, infrastructure and processes.
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Benefits of ITIL
Increased user and customer satisfaction with IT services. Improved service availability, directly leading to increased business profits and revenue. Financial savings from reduced rework, lost time, improved resource management and usage.
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The Service Lifecycle is an approach to IT Service Management that emphasizes the importance of coordination and control across the various functions, processes and systems necessary to manage the full Lifecycle of IT services.
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Service Operation
Service Operation Functions IT Operation Management
Service Design
Service Catalogue SLAs. OLAs, UCs Availability Metrics Capacity Plan Information Security Measures
Technical Management
Service Desk Application Management Incident Management Request Fulfillment Event Management
Service Transition
Problem Management
Access Management
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Service Strategy
Description
Service Strategy provides guidance how to design, develop and Service Management not only as organizational capability implement Identify market & define target area but also as a Strategic Asset. Decide what services to offer & who can be the potential customers Demand Management Develop service offerings Financial Management Build on/improve services Develop strategic assets Develop new services
Processes
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Service Strategy
Description
Service Design
Service Design provides guidance for the design and development of Design Secure & Resilient IT Infrastructure services and Service Management process. Design services to meet business objectives Identify, remove the risks from the services before they go live Service Catalogue Management Create & maintain IT plans, policies, technical & process framework Service Level Management (Design tool ensures standards are adhered to) Capacity Management Design measurement methods & metrics for assessing effectiveness of Availability Management processes Suppliers Management Design Effective & efficient processes for design, transition & operation phases Information Security Management IT Service Continuity Management
Processes
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Service Strategy
Description
Service Design
Processes
Transition provides guidance on themeet development and Service To ensure that new and changed services customer improvement on the capabilities for transitioning new and changed services intorequirements operations. and do not adversely impact the IT infrastructure or business processes. People This translates into how the requirements of Service Strategy designed by reduce the variation between estimatedwhile and actual costs,risk of the To Service Design, are moved into production controlling Knowledge Management failure and disruption. timeframes, risks and impact scales. Service Asset and Configuration Management To build, configure, test and deploy quality Releases into operation Product in Change Management the most efficient manner while also minimizing disruption to the business Release and Deployment customers. Management Process
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Service Strategy
Description
Service Design
Operation provides guidance on achieving efficiency and Service How to provide stability in Service Operations, allowing for changes in effectiveness in(FUNCTION) delivery and support of services to ensure value for Service Desk scale, scope and service levels the design, customer and the service provider. Management Incident Service Operations is also responsible for the ongoing management Event of the Management technology that is used to deliver and support services.
Request Fulfillment
Access Management Problem Management Technical Management (FUNCTION) IT Operations Management (FUNCTION) Application Management (FUNCTION)
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Service Strategy
Description
Service Design
Continual Service Improvement (CSI) is instrumental guidance in To ensure improvements to IT Service Management creating and continual maintaining value for customers through better design, introduction services.anything within the scope of IT Processesand and operation IT Services of (essentially Service Management). Continual Service Improvement is the phase that binds all the other elements of the Service Lifecycle together and ensures that both the Review, analyze and make recommendations on improvement Service Measurement and Reporting services and the capabilities for providing them continually improves opportunities in each lifecycle phases. and matures. Service Improvement (7 step) process Continual Review and analyze Service Level Achievement results. Improve the cost effectiveness of delivering IT services without sacrificing customer satisfaction. Ensure that applicable Quality Management methods are used to support continual improvement activities.
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Functions
A team or group of people and the tools they use to carry out one or more Processes or Activities. Functions provide units of organization responsible for specific outcomes.
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Process
Process A set of coordinated activities combining and implementing resources and capabilities in order to produce an outcome and provide value to customers or stakeholders.
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Roles
A role is set of responsibilities, activities and authorities defined in process and assigned to a person or a team.
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Generic Roles
A Process owner is responsible for ensuring that the process is fit for the desired purpose and is accountable for the outputs of that process.
A Service Owner is accountable for the delivery of a specific IT Service and responsible for continual improvement and management of change affecting Services under their care.
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Process Elements
Triggers
Process Control
Process Inputs
Process
Process Outputs
Process Enablers
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Process Elements
Process Control
Owner Policy
Objectives Feedback
Documentation
Process
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Process Elements
Triggers
Process Control
Including Process Reports and Reviews
Process
Process Inputs
Activities
Improvements
Roles Procedures
Process Outputs
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Process Enablers
Process Elements
Process Control
Process
Process Enablers
Resources
Capabilities
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RC CI C I
SERVICE STRATEGY
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Service Design
Service Catalogue SLAs. OLAs, UCs Availability Metrics Capacity Plan Information Security Measures
Technical Management
Service Desk Application Management Incident Management Request Fulfillment Event Management
Service Transition
Problem Management
Access Management
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Introduction
The Service Strategy volumes
Provides guidance on how to design, develop and implement Service Management, not only as a organizational capability but also as a Strategic Asset. Provides direction to ensure that organizations are in a position to handle costs and risks associated with their Service Portfolio for achieving operational effectiveness and distinction in performance. Encourages to think about WHY something is to be done before thinking HOW.
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Value Creation
Service must provide value. Values comes in many forms e.g.. Improved efficiency in business processes Improved governance and control of business process Improved communications and collaborations Improved ability to meet compliance and regulatory requirements
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VALUE
AND
WARRANTY
Fit for use- a promise or guarantee that availability, capacity, continuity and security are all meeting customer expectation.
Capabilities- The ability of an organization, person, process, application, configuration item or IT service to carry out an activity.
Service Assets
Capabilities
Management
Organization
Processes
Knowledge
People
Resources- Include IT infrastructure, people, money or anything else that might help deliver an IT service .
Resources
Financial Capital
Infrastructure
Applications
Information
People
Organizations use resources and capabilities assets to create value in the form of goods and services.
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Objectives
Service Portfolio
To provide an improved ability for supporting and enhancing
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Basic Concepts
Service Portfolio
The Service Portfolio is a complete set of services that is managed by a Service Provider.
Service Catalogue
The Service Catalogue is a database or structured document with information about all live IT services, including those available for deployment.
Service Portfolio
Service Catalogue(s)
Description Value proposition Business cases Priorities Risks Offerings and packages Cost and pricing
Services Supported products Policies Ordering and request procedures Support terms and conditions Entry points and escalations Pricing and chargeback
The Service Catalogue is the only part of the Service Portfolio published to the customers, and it is used to support the sales and delivery of the IT services.
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The Business Service Catalogues contains details of all IT service that delivered to the customer, together with their relationship with the business units and the business process that rely on the IT services. This is the customer view of the Service Catalogue.
Service Catalogue
The Technical Service Catalogues contains details of all IT service that delivered to the customer, together with their relationship with the supporting services, shared services, components and Configuration Items (CIs) necessary to support provision of the services to the business.
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Demand Management
Objectives Basic Concepts
To provide an improved ability for supporting and enhancing business The primary goal of Demand Management is to assist the IT Service processes business services. Provider inand understanding and influencing Customer demand for To understand customers requirements services and the provision current of Capacity to meet these demands. Trend of requirements over a period/business cycle Match the customers expectations with organization's capabilities of providing services
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Demand Management
Objectives Basic Concepts
Pattern of Business Activity Represents change in pattern of customers demands as explained by organization. Important to track as it helps organization identify improvements in existing services or identify future opportunities. Also important to study customers business & changing business needs.
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Demand Management
Objectives Basic Concepts
The goal of Financial Management is to provide cost effective stewardship of the IT assets and the financial resources used in providing IT services. The benefits of Financial Management includes: Enhanced decision making Speed of change Financial compliance and control Operational Control
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Demand Management
Objectives Basic Concepts
Accounting: Is responsible for identifying actual costs of delivering IT services, comparing these costs with budgeted costs, and managing variance from the budget. Budgeting: Predicts and controls the spending of money. This consists of a periodic negotiation cycle to set future budgets(usually annually) and day-to-day monitoring and adjusting of current budgets. Charging: Is the payment structure of IT services. It is a mechanism which helps organization to recover at least the expenditure incurred on providing IT services with additional monitorial profits as applicable
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SERVICE DESIGN
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Service Operation
Service Operation Functions IT Operation Management
Service Design
Service Catalogue SLAs. OLAs, UCs Availability Metrics Capacity Plan Information Security Measures
Service Transition
Service Level Management Technical Management Capacity Management Availability Management Service Desk IT Service Continuity Application Management Management Information Security Management Incident Management Supplier Management Request Service Catalogue Fulfillment Management Event
Management
Problem Management
Access Management
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Introduction
The Service Design volumes
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Service Design
SDP
Service Transition
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Importance of 4Ps
Partners
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Identify requirement
Identify business and Service requirements, including: New facilities and functionality requirements Changes is business processes, dependencies, priorities, criticality and impact Changes in volume of service transactions Increased service level and service level targets due to new business drivers or reduced service level for old services
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Service Portfolio
Process design
Measurement design
The Service Portfolio contains details of all services and their status with respect to current stage within the Service lifecycle.
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Service Portfolio
Process design
Measurement design
The fundamental organization of a system embodied in its components, their relationships with each other and environment, and the principles guiding its design and evolution. Architecture Design can be defined as:
Architecture Design
The development and maintenance of IT policies, strategies, architectures, designs, documents, plans, and processes for the deployment, subsequent operation and improvement of appropriate IT services and solutions throughout an organization.
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Service Portfolio
Process design
Measurement design
Triggers
Process Control
Including Process Reports and Reviews
Process Inputs
Process
Process Outputs
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Process Enablers
Service Portfolio
Process design
Measurement design
A process : Each process should be own by Process Owner who is Is a structured set of activities designed and to accomplish a that it responsible for the process, its improvement, for ensuring specific objective. meet its objectives. Takes one or inputs and should turn into defined outputs. The objectives ofmore any IT process be defined in measurable terms and should be expressed in terms of business benefits and Includes all supports the roles,the responsibilities, tools and and goals. management how the process business strategy controls required to reliably deliver the output. May also define or revise policies, standards, guidelines, activities, procedures and work instructions, if they are needed.
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Need to measure
Design of metrics
Service Level Management Capacity Management Availability Management IT Service Continuity Management Information Security Management Supplier Management Service Catalogue Management
Define, document, agree, monitor, measure, report, and review the level of IT services provided. Provide and improve the relationship and communication with the business and customers. Ensure that specific and measurable targets are developed for all IT services. Monitor and improve customer satisfaction with the quality of service delivered. Ensure that IT and the customers have a clear and unambiguous expectation of the level of service to be delivered. Ensure that proactive measures to improve the levels of service delivered are implemented wherever it is cost-justifiable to do so.
Basic Concepts
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Basic Concepts
It is an agreement between an ITSP and another part of the same business that provides services to thedocuments service provider. It describes IT services, and service level targets. An OLAdocument may also be between two parts of the same service provider, forthe This also specifies the responsibilities of the customer and example, ITSP. between the Service Desk and a support group. A single SLA may cover multiple IT services or multiple customers
It is a legally binding agreement between multiple parties. It is also sometimes referred to as an Underpinning Contract.
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The Catalogue (SCM) process manages the TheService SCM process is Management focused on the following information activities: contained in the Service Catalogue and ensures that it is accurate and reflects current details,Catalogue, status, interfaces, and Produce and the maintain Service dependencies all a services that are being run or being prepared to run in ensuring of that central, accurate, and the live environment. consistent source of data provided. Record the status of all operational services or services being transition to the live environment, together with the appropriate details of the each services.
Provide central, accurate state of information on all services and develop a service focused culture.
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Objectives
SCM
AM
ISM
SM
CM
ITSCM
Business Service Catalog Used by Relationship Manager to win a business Consists list of all IT services which are important for Customers Business Process Visible to customer (or even to common public)
Technical Service Catalog Used by Relationship Manager to know the capabilities & limits services for services shown in BSC of Business Service Catalog
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Basic Concepts
The primary goal of Availability Management is to ensure that the level of service availability delivered in all services is matched to or exceeds the current and future agreed needs of the business in a cost-effective manner. Availability Management: Produces and maintains an appropriate and up-to-date Availability Plan, which reflects the current and future needs of the business. Provides advice and guidance to all other areas of the business and IT on all availability-related issues. Ensures that services availability achievements meet or exceed all of their agreed targets by managing the services and resources that are related to availability performance.
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SCM
AM
ISM
SM
CM
ITSCM
Reliability Availability Management is completed at two interconnected levels: Implies how long the specified service is available for the required period without interruptions or failures Service Availability: Involves any all aspects of service availability and unavailability and the impact of component availability. Serviceability Ability ofAvailability: the 3rdparty supplier to provide the expected Component Involves all aspects component availability and service unavailability. to service provider
Basic Concepts
configuration item
Vital Business Function (VBF) A critical function or business process
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Availability Metrics
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Reactive Activities
Monitor, measure, analyze & review
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Basic Concepts
The primary goal of Information Security Management is to align IT security with business security and ensure that information security is effectively managed in all service and IT Service Management activities.
For most of the organization Information Security Management(ISM) objective is met when:
Information is observed by or disclosed to only those who have a right to know(Confidentiality). Information is complete, accurate and protected against unauthorized modification(Integrity). Information is available and usable when required, and the systems that provide it can appropriately resist attacks and recover from or prevent failure(Availability). Business transactions as well as information exchanges between enterprise or with partners can be trusted(Authenticity).
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Basic Concepts
Information Security Management activities should be focused be focused on or driven by an overall security policy and a set of underpinning security policies. All ITSP organizations must ensure that they have comprehensive ISM policy(s) and the necessary security controls in place to monitor and enforce the policies. The ISM policies should be available to all customers, users and IT staffs.
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Basic Concepts
The primary goal of Supplier Management is to manage suppliers and the services they supply, to provide seamless quality of IT service to the business and ensure that value for money is obtained. Manage supplier relationship & performance Ensure the Right & Relevant contracts with supplier Manage the contracts throughout their lifecycle Create & maintain Supplier Policy, List & Contracts Database
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Supplier Selection
Requirement of 3rd Party Supplier
Manage Suppliers
Select Suppliers
SCD
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Produce and maintain an appropriate and up-to-date Capacity plan, which reflects the current and future needs of the business. Provide advice and guidance to all other areas of the business and IT on all capacity and performance related issues. Ensure that service performance achievements meet or exceeds all their agreed targets by managing the performance and capacity of both services and resources. Assist with the diagnosis and resolution of performance and capacity-related Incidents and Problems.
Basic Concepts
Configuration Items Plan Capacity Assess the impact ofCapacity all Changes on the Capacity plan, Analysis and the performance and capacity of all services and resources. Ensure that proactive measures to improve the performance of services are implemented, wherever it is cost-justifiable to do so.
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Maintain a set of IT Service Continuity Plans and IT recovery plans that support the overall Business Continuity Plans (BCPs) of the organization Complete regular Business Impact analysis (BIA) exercises to ensure that all continuity plans are maintained in line with changing business impacts and requirements. Conduct regular risk assessment and management exercises with the business and the Availability Management and Security Management processes. Ensure that appropriate continuity and recovery mechanisms are put in place to meet or exceed the agreed business continuity targets.
Basic Concepts
Ensure that proactive measures to improve the availability of services are implemented wherever it is cost-justifiable to do so.
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A Lifecycle approach should be adapted to the setting up and operation of an ITSCM process: Lifecycle
Plan Policy setting Scope Initiation Do Business Impact Analysis Risk Assessment IT Service Continuity Strategy Check Develop IT Service Continuity plans Develop IT plans, recovery plans & procedures Organization planning Testing strategy Act Education, awareness & training Review & audit Testing Change Management
Basic Concepts
Implementation
Invocation
Ongoing Operation
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SERVICE TRANSITION
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Service Operation
Service Operation Functions IT Operation Management
Service Design
Service Catalogue SLAs. OLAs, UCs Availability Metrics Capacity Plan Information Security Measures
Technical Management
Service Transition
Knowledge Management Service Desk Service Asset and Application Configuration Management Management Change Management Release and Deployment Incident Management Management
Request Fulfillment Event Management
Problem Management
Access Management
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Service Transition:
Introduction
People
Is an interface between Service Design and Service Operation, which also use in most day-to-day activities.
Product
Is an interface between other Service Lifecycle stages. Is influenced by inputs from Service Strategy and Service Design.
Process
Partner
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Knowledge Management
Objectives
Basic Concepts
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Knowledge Management
Objectives
Change Configuration Deployment Management Management Management Knowledge Management typically displayed within the Data-to-Informationto-Knowledge-to-Wisdom model. Data is a set of discrete facts about event. Information comes from providing context to data.
Basic Concepts
Knowledge is composed of the experiences, ideas, insights and judgments from individuals.
Wisdom gives the ultimate discernment of the material and having the application and contextual awareness to provide a strong common sense judgment.
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Knowledge Management
Objectives
Basic Concepts
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Knowledge Management
Objectives
Basic Concepts
Change Configuration Deployment Management Management Management Configuration delivers a model the services, assets To support theManagement agreed IT service provision by of managing, storing andand infrastructure by recording the relationshipItems between CIs. providing information about Configuration (CIs) and Service Assets throughout their life cycle. To manage large and complex IT services and infrastructures, SACM requires the use of a supporting system known as Configuration Management System. Configuration Management System: It is a system which controls & maintains the record if all CIs in a structured manner in 1 or more databases known as CMDB. Stores attributes of CIs, relationship between CIs. Consists of multiple layers like integration presentation etc.
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Knowledge Management
Objectives
Basic Concepts
CMDB1
CMDB2
CMDB3
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