Nicole Crmel Elias Alvarez John Hefferman SNOW developers

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Nicole Crémel, Elias Alvarez, John Hefferman (SNOW developers) IT / Service Management Preview of

Nicole Crémel, Elias Alvarez, John Hefferman (SNOW developers) IT / Service Management Preview of new SSB, C 5 Reporting and Alert facility in SNOW 16/07/2013 Nicole Crémel IT-DI-SM 1

Why? Use Service-now: ü Full integration with the CERN Service Catalogue (SEs and FEs)

Why? Use Service-now: ü Full integration with the CERN Service Catalogue (SEs and FEs) and the Service Management processes ü Similar and coherent User Interface (Service-now web forms) ü Possible creation from other processes (Incidents, Changes, …) ü Web implementation with the Service Portal replacing several web sites (2 Drupal sites for IT and GS SSB, 2 Share. Point sites for C 5 reports and Alerts) ü Tool and Service Portal both available even if CC is down ü The Drupal SSB was presented (2 years ago) as a “temporary” solution, waiting for a more definitive solution with Service-now and with the Service Portal 16/07/2013 Nicole Crémel IT-DI-SM 2

What ? In addition: ü Integration of “Service Reports” (C 5, C 3) and

What ? In addition: ü Integration of “Service Reports” (C 5, C 3) and alerts in the same project Coherent approach for all service-related information: SSB, Service Reports (C 5/C 5) and Alerts ü Possibility, in the SSB, of user-defined views (Personal pages for Service Status per building, service, …) ü Different levels of access (visibility parameter) The Service Portal, focal point for end users, to be used for all “services information” (SSB, Service Reports and CERN Alerts) 16/07/2013 Nicole Crémel IT-DI-SM 3

How and When … q Implementation ü Use out-of-the-box ‘task_outage’ record (+ customized for

How and When … q Implementation ü Use out-of-the-box ‘task_outage’ record (+ customized for the project) ü Same record used for all (SSB, Service Reports and Alerts) N. B. ‘task_outage’ record is referred after as “OTG record” (OTGnnn) q Timeframe ü Today: version for tests available in ‘cerntraining’ for all ITIL users ( https: //cerntraining. service-now. com) ü Production: end summer (September? ) Start with SSB (Service Reports / Alerts soon after)? 16/07/2013 Nicole Crémel IT-DI-SM 4

Service Status Board q Outage Record ü ü q Moderation ü q Make it

Service Status Board q Outage Record ü ü q Moderation ü q Make it lighter and only do post-checking (after publication) (Note: today 75% is force-published and 95% require no change) Visibility ü q Publication Scope : SSB Publication Type: Major Incident / Planned Intervention / Service Change CERN or Public Views (pages on the web) ü ü Predefined views (same pages/views as in current SSB) Additional “Personal” views customizable by all users (if they want/need) 16/07/2013 Nicole Crémel IT-DI-SM 5

C 5/C 3 Service Reports q Outage Record ü ü q Visibility ü q

C 5/C 3 Service Reports q Outage Record ü ü q Visibility ü q Publication Scope : Service Report Publication Type: Major Incident / Planned Intervention / Service Change / Information Restricted (C 5 group who have currently access to the C 5 web site) Workflow similar to current implementation ü After meeting secretary compiles comments, generates pdf and publishes in Indico (as simple as in current Share. Point implementation) 16/07/2013 Nicole Crémel IT-DI-SM 6

Alerts q Outage Record ü ü q Visibility ü q Publication Scope : Alert

Alerts q Outage Record ü ü q Visibility ü q Publication Scope : Alert Publication Type: Major Incident / Planned Intervention / Service Change / Information Most often CERN Publication policy to be established ü Meanwhile no change 16/07/2013 Nicole Crémel IT-DI-SM 7

How it looks like in the Portal All sites available in the menu “Service

How it looks like in the Portal All sites available in the menu “Service Information” in the portal 16/07/2013 Nicole Crémel IT-DI-SM 8

SSB in the Portal (CERN SSB) Service Status for CERN For all services (SEs)

SSB in the Portal (CERN SSB) Service Status for CERN For all services (SEs) defined in the catalogue • As in current SSB, 4 pre-defined “views” (via tabs): 1. Summary (previously called “Home page”) 2. Major Incidents 3. Interventions 4. Service Changes For display on TV screens possibility to toggle off the “top banner” 16/07/2013 • (+) Possibility to add “customized” views (personal pages) Nicole Crémel IT-DI-SM 9

Computing SSB (IT SSB) Only for services related to “computing” Pre-built “view” with a

Computing SSB (IT SSB) Only for services related to “computing” Pre-built “view” with a filter on all services (SEs) related to “computing” (IT, GS-AIS, GS-ASE…) • As in current SSB, 4 pre-defined “views” (with tabs): 1. 2. 3. 4. Select entry to see details: e. g, “AIS DB is down” • Summary (previously called “Home page”) Major Incidents Interventions Service Changes (+) Possibility to add “customized” views …/… next slide 16/07/2013 Nicole Crémel IT-DI-SM 10

SSB – Display one entry (portal) Entry selected “AIS DB is down” SSB article

SSB – Display one entry (portal) Entry selected “AIS DB is down” SSB article is formatted as in the current site 16/07/2013 Nicole Crémel IT-DI-SM 11

SSB Creation of customized view (portal) Give a name Define your filters as you

SSB Creation of customized view (portal) Give a name Define your filters as you wish, for your own customized view (personal view) 16/07/2013 Nicole Crémel IT-DI-SM 12

Service Reports in the Portal – Top page C 5 reports for IT available

Service Reports in the Portal – Top page C 5 reports for IT available in the Service Portal Ø Select “Service Reports for IT” (or “Service Reports for GS”, we can add more if needed …) Top page with all dates for the meetings Ø Select date of the report you want to see: e. g. 5 July …/… next slide 16/07/2013 Nicole Crémel IT-DI-SM 13

Service Reports in the Portal – One entry Entry selected “ 2013 -07 -05”

Service Reports in the Portal – One entry Entry selected “ 2013 -07 -05” (i. e. Service Report for that day) Note: page is currently organized by organic units (in tabs) but can be organized differently, e. g. by services 16/07/2013 Nicole Crémel IT-DI-SM 14

Alerts in the Portal Possibility to see in the portal alerts (past and future)

Alerts in the Portal Possibility to see in the portal alerts (past and future) Select entry to see details: e. g, “Blood donation …” …/… next slide 16/07/2013 Nicole Crémel IT-DI-SM 15

Alerts in the Portal – One entry Entry selected “Blood donation …” 16/07/2013 Nicole

Alerts in the Portal – One entry Entry selected “Blood donation …” 16/07/2013 Nicole Crémel IT-DI-SM 16

Tool Application “SSB, Service Reports and Alerts” In the Service-now tool and application navigator

Tool Application “SSB, Service Reports and Alerts” In the Service-now tool and application navigator (left column), search “ssb”: Ø To submit publication (SSB, Service Report or Alert): Create OTG record Single or multiple publication scopes (one record can be created for the SSB and/or a Service Report and/or an Alert) Form displayed / to be filled by the supporter create a new record ‘OTGnnnn’ Ø All (OTG / SSB / Service Reports / Alerts): list all OTG records with this publication scope Ø Created by me / for my FEs: list all OTG records created by me (login name) or with a FE where I am a supporter 16/07/2013 Nicole Crémel IT-DI-SM 17

Outage Record (Create OTG record) 4 sections: 1. Main parameters ( = Required field)

Outage Record (Create OTG record) 4 sections: 1. Main parameters ( = Required field) Section 1 2. Publication scope Section 2 / 3 (tabs) 3. Publication content Section 4 4. “Actions” (Submit / Clone / Save) 16/07/2013 Nicole Crémel IT-DI-SM 18

Outage Record (Create OTG record) – Parameters Description of all parameters at: https: //cerntraining.

Outage Record (Create OTG record) – Parameters Description of all parameters at: https: //cerntraining. service-now. com/service-portal/article. do? n=KB 0002052 ü N. B. Short description for each parameter also displayed inside the OTG form with “mouse-over” help text 16/07/2013 Nicole Crémel IT-DI-SM 19

Outage Record (Create OTG record) – FE and SE Service(s) affected / Service element

Outage Record (Create OTG record) – FE and SE Service(s) affected / Service element / Functional element: as soon as one value is provided (FE or SE), other values are “computed” from the catalogue: • • Service(s) affected -> display by default list of SEs with relations A+ or A (possible to suppress values, or to select other values with a relation B or C) Service element / Functional element -> only values with defined relations SE<->FE can be selected 16/07/2013 Nicole Crémel IT-DI-SM 20

Edit (Modify) OTG record via the portal (1) Example 1: for SSB record Link

Edit (Modify) OTG record via the portal (1) Example 1: for SSB record Link “Edit” available from the portal, when opening one entry Possibility to edit all OTG records directly via the portal (similar to KB edition) 16/07/2013 Nicole Crémel IT-DI-SM 21

Edit (Modify) OTG record via the portal (2) Example 2: for Service Report record

Edit (Modify) OTG record via the portal (2) Example 2: for Service Report record Secretary can add an “additional comment” on this record 16/07/2013 Nicole Crémel IT-DI-SM 22

Create OTG record from an Incident Ø “Create outage” (context menu / right-mouse click)

Create OTG record from an Incident Ø “Create outage” (context menu / right-mouse click) Ø New OTG record automatically created and pre-filled, supporter must complete it (main parameters / Publication scope / Publication content) 16/07/2013 Nicole Crémel IT-DI-SM 23

Demos ü Create OTG records for the 3 types of publication (one record with

Demos ü Create OTG records for the 3 types of publication (one record with multiple scopes): SSB, Service Report and Alert ü Show the 3 publications on the (relevant) web pages ü Show to build a customized view for the SSB in the portal ü Create a SSB publication from an INC or from a CHG, edit and save the OTG record and show it in the portal ü Create a SSB publication via the “clone” button and show it in the portal 16/07/2013 Nicole Crémel IT-DI-SM 24

Questions and/or comments? ü More demos? ü Plan for production • Please make tests

Questions and/or comments? ü More demos? ü Plan for production • Please make tests on cerntraining: feedback to service-desk (FE “IT Service Information”) • Training sessions end August • Production September? (SSB first) Thanks for coming and for your attention! 16/07/2013 Nicole Crémel IT-DI-SM 25