ITIL RCV – Flashcard

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service desk
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single point of contact for users when there is a service disruption, a service request, or even some categories of requests for change; provides a point of communication to the users and a point of coordination for several IT groups and processes
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technical management
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provides the technical skills and resources needed to support the ongoing operation of IT services and the management of IT infrastructure; plays an important role in the design, testing, release, and improvement of IT services
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IT operations management
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executes the daily operational activities needed to manage the IT services and supporting IT infrastructure; this is done according to the performance standards defined during service design; two subfunctions that are generally organizationally distinct which are: IT operations control and facilities management
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application management
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responsible for managing applications throughout their lifecycle; function supports and maintains operational applications and also plays an important role in the design, testing, and improvement of applications that form part of IT services
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Name the RCV processes from service transition
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1. service asset and configuration management 2. change management 3. change evaluation 4. release and deployment management 5. service validation and testing 6. knowledge management
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Name the RCV process from service operation
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request fulfillment
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purpose of service transition
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ensure that new, changed, or retired services are meeting business expectations
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objectives of service transition
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-plan and manage service changes efficiently and effectively -manage risks relating to new, changed, or retired services -successfully deploy service releases into supported environments -set correct expectations on the performance and sue of new or changed services -ensure that service changes create the expected business value -provide good-quality knowledge and information about services and service assets
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scope of service transition
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-manage the complex lifecycle of changes -allow for innovation -minimize the risk and unintended consequences of change -introduce new services -decommission and retire services and components -transition services to and from external providers -track and manage components of services
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business value of service transition
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-produce high volumes of successful change -minimize the negative aspects of change -enable sharing of assets to minimize costs -reduce effort spent to manage test and pilot environments -increase confidence that new or changed services will meet business requirements -improve control of service assets and configuration
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RCV interacts with service strategy through
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1. financial management for IT services- helps determine the financial aspects of changes and releases 2. service portfolio management- change management is used to more services in and out of the service portfolio 3. demand management- patterns of business activity and user profiles are configuration items stored in the CMS and managed by the service asset and configuration management process
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RCV interacts with service design through
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1. service level management-services level agreements are configuration items, and are subject to change management 2. design coordination-the SDP is used to move services from one state to the next 3. availability management, capacity management, information security management, and IT service continuity management- participate in the change management process, and help assess the risk of impact caused by a change in their respective area 4. capacity management-ensures that capacity considerations were taken into account as part of release and deployment plans
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RCV interacts with service operation
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1. request fulfillment-interacts with change management through the concept of standard changes 2. problem management- often invoke change management to permanently correct the root causes of problems 3. incident management- relies on known error database during incident resolution, which is contained within the service knowledge management system 4. change management- provides a means for implementing service improvement plans 5. knowledge management- provides information used by continual service improvement when completing service improvement plans
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various aspects to consider when developing an effective service transition strategy
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-standards and agreements -stakeholders -framework for service transition -transition criteria -requirements identification -people -approach -deliverables -budget
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key initiatives for preparing for effective service transition
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-creating an effective service design package to determine how to move services from one lifecycle state to the next -reviewing and accepting inputs from the other service lifecycle stages -reviewing and checking the input deliverable (for example, change proposal, SDP, service acceptance criteria, and evaluation report -identifying, raising, and scheduling RFCs -checking that the configuration baselines are recorded in the CMS before the start of service transition checking transition readiness
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planning and coordinating service transition activities
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-planning an individual service transition -integrated planning -adopting program and project management best practices -reviewing transition plans
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various aspects to consider developing an effective Service Transition Strategy
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-standards and agreements -stakeholders -framework for service transition -transition criteria -requirements identification -transition criteria -requirements identification -people -approach -deliverables -budget P.1-31
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How service transition provides transition process support to stakeholders
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-ensure that all stakeholders understand transition plans -administration -communication -progress monitoring and reporting P. 1-37
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service asset and configuration management purpose
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-ensure that assets required to deliver services are properly controlled
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service asset and configuration management purpose
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-ensure that accurate and reliable information about the service assets and the relationships between those assets is available when needed
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SACM objectives
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-ensures that assets under the control of the IT organization are identified and controlled throughout their lifecycle
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SACM objectives
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-identify, control, record, report, audit, and verify service assets and configuration items, along with their attributes and relationships
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SACM objectives
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-account for, manage, and protect the integrity of configuration items
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SACM objectives
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-ensure the integrity of service assets and configuration items along with the configurations required to control these items
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SACM objectives
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-maintain accurate historical, current state, and planned configuration information
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SACM objectives
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-support other service management processes
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scope of SACM
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-manages the complete lifecycle of every CI
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scope of SACM
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-includes both internal and external services where ther are assets that need to be controlled
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scope of SACM
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-can include virtual assets such as virtual services
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scope of SACM
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-includes those fixed assets under the control of IT
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business value of SACM
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provides an accurate representation of services, releases, and environments; optimization of the performance of service assets
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SACM enables
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-better adherence to standards, legal, and regulatory obligations -better forecasting -improved change and release management -fewer incidents and problems -improved incident and problem resolution -improved ability to meet SLAs -ability to trace changes to requirements -better cost control -easier identification of the total cost of a service -increased ability to demonstrate the overall control of assets and services
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SACM business value - real life situations
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-source code control -ERP/intelligence: SACM is augumented by the CMIS/AMIS which help monitor/measure performance and are the basis for starting to create a service mgmt intelligence system for ITSM; the service desk when coupled with SACM and service level management can then be thought of as a quasi ITSM-CRM system as it enables IT to manage and report on the relationship it has with its customers and users of its services -system automation tables
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SACM policies
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-are based on the organization's business drivers -are defined for specific asset types -have cost and resource implications
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SACM principles
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-ensure that SACM costs are in-line with risks to services -meet governance requirements -deliver services as defined by SLAs -move from "find to fix" to "predict and prevent" proactive maintenance -maintain adequate and complete configuration information for internal and external stakeholders
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basic concept SACM: service asset
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any capability or resource that contributes to the delivery of a service
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basic concept SACM: configuration item
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any asset that needs to be managed and controlled in order to deliver service
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basic concept SACM: configuration record
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any record that details information such as attributes about a configuration item as well as relationships between that configuration item and other configuration items
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basic concept SACM: SKMS
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a set of tools and databases used to manage knowledge and information
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basic concept SACM: configuration model
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SACM process delivers and manages a single common representation, or model, of services, assets, components,a nd the relationships between all of these items; they provide the following: -ability to assess the impact and cause of incidents and problems -ability to assess the impact of proposed changes -ability to plan and design new or changed services -ability to plan releases and migrate service assets -ability to optimize asset utilization and costs
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SACM types of CIs: service lifecycle CIs
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provide an overall picture of an organization's services, and may include the business case, service management plans, service lifecycle plans, service design packages, release and change plans, and test plans
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SACM types of CIs: service CIs
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include capability assets such as management, organization, processes, knowledge and people as well as resource assets such as capital, applications, infrastructure, information, and data; additionally, service CIs include the service model, service packages, release packages, and service acceptance criteria
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SACM types of CIs: organization CIs
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include the organization's business strategy or other policies
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SACM types of CIs: internal CIs
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are those components delivered by individual projects, and include both tangible and intangible assets
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SACM types of CIs: external CIs
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are those components provided by suppliers or external third parties
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SACM types of CIs: interface CIs
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are components that are required to deliver a service across a service provider interface; an example given by ITIL is an escalation document that details how two organizations will handle incidents transferred between them
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configuration management database
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a database used to store configuration records throughout their lifecycle ; stores attributes of CIs and relationships with other CIs
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configuration management system
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-holds all the information for CIs within a defined scope as established when the configuration management processes are designed
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configuration management system
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-along with the CMDB, contains information about CIs, not the CIs themselves
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configuration management system
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-integrated with a variety of other external systems to perform specific asset management processes reporting outside of configuration management
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configuration management system
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-maintains relationships between other service components such as incidents, problems, known errors, and change and release documentation related to specific CIs; may also contain corporate data about employees, suppliers, locations, and business units, customers, and users
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configuration management system
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-covers the data and information layers of DIKW (data, info, knowledge, wisdom) hierarchy
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CMS views: change and release view
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-is intended for use by those personnel involved in change management activities; provides the ability to understand the impact of changes on other configuration items
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CMS views: technical configuration view
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-is useful for technical and application management functions
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CMS views: service desk view
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-is used by the service desk when logging and managing incidents and service requests
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CMS views: configuration lifecycle view
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-is used by the SACM personnel when managing the organization's CIs
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CMS components: secure libraries
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-collection of software, electronic or document CIs -restricted access
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CMS components: secure stores
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-location that warehouses IT assets -defined within the CMS
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CMS components: definitive media library
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one or more locations in which the definitive and authorized versions of all software configuration items are securely stored; may also contain associated configuration items such as licenses and documentation; IT is a single logical storage area even if there are multiple locations; controlled by service asset and configuration management and is recorded in the configuration management system
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CMS components: definitive media library
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- the secure library in which the definitive authorized versions of all media CIs are stored and protected
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CMS components: definitive media library
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should include: -definitive copies of purchased software (along with license documents or information) as well as software developed on site -master copies of controlled documentation for a system, in electronic form -a physical store to hold master copies (for example, a fireproof safe) -only authorized media strictly controlled by SACM
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CMS components: definitive media library
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is a foundation for release and deployment management; is defined during the planning activities in the Service Lifecycle and includes: -medium, physical location, hardware, and software to be used, if kept online; some configuration management support tools incorporate document or software libraries, which can be regarded as a logical part of a DML -naming conventions for file-store areas and physical media -environments supported (for example, test and live environments) -security arrangements for submitting changes and issuing documentation and software, plus backup and recovery procedures -the scope of the DML (for example, source code, object code from controlled builds, and associated documentation) -archive and retention periods -capacity plans for the DML and procedures for monitoring growth in size -audit procedures -procedures to ensure that the DML is protected from erroneous or unauthorized change (for example, entry and exit cirtieria for items)
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CMS components: definitive spares
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-are secure storage of definitive hardware spares -are maintained at the same revision level as controlled test or live environment equipment -detail the items stored in the CMS -are managed as other fixed assets
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other uses of CMS: configuration baseline
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a baseline of configuration that has been formally agreed on and is managed through the change management process; used as a basis for future builds, releases, and changes
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other uses of CMS: configuration baseline
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-is formally reviewed and agreed on configuration of a service -provides a baseline for future activities -is changed only through formal change management
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establishing a baseline provides the ability to
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-mark a milestone in the development of a service -build a service component from a defined set of inputs -change or rebuild a specific version at a later date -assemble all relevant components in readiness for a change or release -provide the basis for a configuration audit and back-out
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other uses of CMS: snapshots
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-show current state of a configuration item or environment -are recorded and stored in the CMS -are sometimes called footprints -are often used during change remediation
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other uses of CMS: asset management
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-includes fixed assets that have a financial value -could be managed by a fixed asset management process -includes software asset management
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the CMS is used by asset management to
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-identify each asset, including unique naming and labels -identify and record asset owners -maintain an asset register that includes details of all fixed assets -understand the purchase cost, depreciation, and net book value of each asset -help to protect the assets from damage, theft and so forth -carrying out regular audits to ensure the integrity of fixed assets
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the CMS is used for the following activities related to fixed assets
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-tracking and reporting CI lifecycle changes; the service provider also use this tracking as an opportunity to review maintenance contracts, to ensure that these are aligned with the assets that are in use -providing unique names for assets and applying suitable labels to enable identification and audit -protecting assets to ensure their integrity -carrying out regular audits of the fixed assets under their control
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the CMS can be used to help control specific risks associated with software assets
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-software being used without licenses being purchased -loss of proof of licenses which have been purchased -terms and conditions being breached unknowingly -purchasing more licenses than are needed and not being that these are under-utilized
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SACM decommissioning occurs when
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-service is no longer needed -there is a technology refresh -hardware failure results in replacement of components -there is reduced demand for service
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SACM decommissioning specific steps
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-redeploy and reuse -dispose effectively -decommission data -return leased equipment -update and cancel contracts -update the CMS -communicate new status
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SACM activities
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1. management and planning 2. configuration identification 3. configuration control 4. status accounting and reporting 5. verification and audit
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SACM activities: management and planning
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-determine appropriate level of configuration management -develop configuration management plan -document configuration management governance model -acquire and implement configuration management tools -define configuration management processes and procedures -interface with other service management processes
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SACM activities: management and planning - configuration identification
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-configuration structures and the selection of configuration items -naming configuration items -labeling configuration items -attributes for configuration items -defining configuration documentation -relationships -types of configuration items -identification of media libraries -identification of configuration baselines -identification of release unit
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SACM activities: configuration control
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-ensures adequate control over CIs -maintains a record of changes to CIs -ensures no CI is added, modified, or deleted without appropriate control and documentation
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SACM activities: status accounting and reporting
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-each CI has a lifecycle of states -the significance of each state, as well as how configuration items move between states needs to be defined -CIs typically have a range of states that are important from perspective of what can be done using that CI
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SACM activities: verification and audit
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-ensures conformity between documented baselines -verifies the physical existence of CIs -ensures that release and configuration documentation is present prior to release
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triggers of SACM
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-updates from change management -updates from release and deployment management -purchase orders -acquisitions -service requests
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inputs of SACM
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-designs, plans, and configurations from service design packages -requests for change and work orders from change management -actual configuration information collected by tools and audits -information in the organization's fixed asset register
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outputs of SACM
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-new and updated configuration records -updated asset information for use in updating the fixed asset register -information about attributes and relationships of configuration items, for use by all other service management processes -configuration snapshots and baselines -status reports and other consolidated configuration information -audit reports
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information management in SACM
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-backup of the CMS should be taken regularly and stored securely -CMS contains information about back copies of CIs -CMS should contain records for physically available items or items that can easily be created
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CSF: Accounting for, managing, and protecting the integrity of CIs throughout the service lifecycle
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-KPI: improved accuracy in budgets and charges for the assets utilized by each customer or business unit -KPI: increase in reuse and redistribution of under-utilized resources and assets -KPI: reduction in the use of unauthorized hardware and software, non standard and variant builds that increase complexity, support costs, and risk to the business services -KPI: reduced number of exceptions reported during configuration audits
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CSF: Supporting efficient and effective service management processes by providing accurate configuration information at the right time
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-KPI: percentage improvement in maintenance scheduling over the life of an asset (not too much, not too late) -KPI:improved speed for incident management to identify faulty CIs and restore service -KPI: reduction in the average time and cost of diagnosing and resolving incidents and problems (by type) -KPI:improved ratio of used licenses against paid-for licenses -KPI: improvement in time to identify poor-performing and poor-quality assets -KPI: reduction in risks due to early identification of unauthorized change -KPI: reduced percentage of changes not completed successfully or causing errors because of poor impact assessment, incorrect data in the CMS, or poor version control
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CSF: Establishing and maintaining an accurate and complete CMS
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-KPI: reduction in business impact of outages and incidents caused by poor service asset and configuration management -KPI: increased quality and accuracy of configuration information -KPI: improved audit compliance -KPI: shorter audits as quality configuration information is easily accessible -KPI: fewer errors caused by people working with out-of-date information
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challenges of SACM
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-persuading technical staff to follow a checking in/out policy -funding for SACM -data overload -lack of management commitment
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risks of SACM
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-technically-focused rather than service-focused SACM -degradation of accuracy of configuration information over time -setting the scope too wide -setting the scope too narrow -CMS becomes inaccurate over time
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SACM Activities performed by Service Operation
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-detect discrepancies between CIs and the CMS -inform SACM of discrepancies -correct discrepancies -label and tag physical assets -assist with audit activities
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purpose of change management
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-control the lifecycle of all changes -enable beneficial changes -minimize the disruption associated with changes
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objectives of change management
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-respond to changing business requirements -maximize value while reducing disruption -respond to business and IT requests for change -ensure that changes are recorded and evaluated -ensure that authorized changes are prioritized, planned, tested, implemented, documented, and reviewed in a controlled manner -ensure that all changes are recorded in the CMS -optimize overall business risk
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scope of change management
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-service solutions for new or changed services -management information systems and tools -the service portfolio -technology and management architectures -service management processes -measurement systems, methods, and metrics
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out of scope of change management
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1. organizationally defined 2. changes to business operations and policies 3. some operational level changes 4. coordinating all of the service management processes used to implement new or changed services
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business value of change management
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-protect the business while making changes -implement changes while optimizing cost -provide auditable evidence of change management activity -reduce failed changes and their effects -reduce unauthorized changes and their effects -deliver changes promptly and in-line with business timescales -track changes across the service lifecycle -improve change estimates and assessments of risk -liaise with the business change process
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policies of change management
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-encourage a culture of change -align change management with business change management -ensure business value from change -prioritize changes -establish accountability and responsibility for changes -establish and enforce change windows -performance and risk evaluation of changes -performance measures for change management
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design and planning considerations of change management
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-should be planned in conjunction with release and deployment management; service asset and configuration management -compliance with legislation, codes of practice and standards -elimination of unauthorized changes -identification and classification of changes: change types, impact, urgency, and priority -organization, roles and responsibilities: authorization of changes; composition of CAB and ECAB -procedures -interfaces with other service management processes
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Change Advisory Board (CAB)
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a group of people that advises the change manager in the assessment, prioritization, and scheduling of changes
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Emergency Change Advisory Board (ECAB)
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a subset of the change advisory board who make decisions about high-impact emergency changes
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impact
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a measure of the effect of an incident, problem, or change on business processes
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priority
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a combination of impact and urgency, indicating which of many items should be handled first
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urgency
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a measure of how long it will be until an incident, problem, or change has a significant impact on the business
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change
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the addition, modification, or removal of anything that could have an effect on IT services
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RFC
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a formal proposal for a change to be made
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change record
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a record containing the details of a change
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standard
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a pre-approved change that is low risk, relatively common, and follows a procedure or work instruction (for example: a password reset or the provision of standard equipment to a new employee); RFCs are typically not required to implement a standard change as they are logged are tracked using a different mechanism, such as a service request
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examples of standard change
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-PC upgrade in order to make use of specific but standard and pre-budgeted software, provision of a PC to new employees that are being hired within the organization, or a desktop move for a single user; low impact routine application changes to handle seasonal variations
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normal change
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the addition, modification, or removal of anything that could have an effect on IT Services; the scope should include all IT services, configuration items. processes, documentation, and so forth
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examples of normal change
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sets the standard for all types of normal changes within the organization; standard change must have been first executed as a normal change; to create a standard desktop image; normal change mashalls the change through the full change, release, deployment, and configuration management cycle
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emergency change
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a change that must be introduced as soon as possible
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standard change
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-has a defined trigger -consists of well-known, documented, and proven tasks -is authorized in advance -receives budgetary approval, usually in advance -involves low risk and well understood
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normal change
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-any change that is neither standard nor emergency -planned in advance -evaluated by the CAB -tested -implemented according to defined procedures
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change models include
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-steps to be taken to handle the change -the chronological order in which the steps are taken -responsibilities associated with the change -timescales and thresholds associated with the change -escalation procedures
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change proposals
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-can involve significant cost and risk -are submitted by service portfolio management -typically contain: an overall description of the change; the full business case in support of the change; a schedule for design and implementation of the change -are reviewed by change management
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overall change management activities
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-planning and controlling changes -change and release scheduling -communications -change decision-making and change authorization -ensuring that remediation plans are in place -measurement and control -management reporting -understanding the impact of change -continual improvement
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