CMS Best Practices Library Federation How-To Guide


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CMS Best Practices Library Federation How-To Guide Deployment and Implementation

© 2009 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Agenda 

Federation and CMS overview



Federation Adapter architecture overview



Federation Adapter configuration overview



Understanding attribute-level Federation



Using the Federation Adapter UI



Summary



Q&A

Evolution path from discovery to CMS Enrich Share CMDB

Understand Mapping

• Add non-discoverable CIs to service models • Manage CI lifecycle

See

• Map apps to business services

• Reconcile multiple data sources

Discovery

• Dynamically maintain dependency maps with rules

• Track discovered changes

•Asset discovery •Inventory tracking

• Map critical apps, then broaden to more apps • Impact analysis

• Integrate discovered CI data with change, incident, asset mgmt, other processes

HP Discovery and Dependency Mapping Template for This illustration is a high purposes, level template, not anot comprehensive a detailed representation representation of all facets/capabilities of all facets of the of evolution the listed path products.

HP Universal CMDB

CMS • Broaden/deepen to IT management and configuration data • Determine authoritative data sources for federation, replication • Map external data sources to service data metamodel in Integrated CMDB • Integrate client (consumer) tools • Automate consumption of federated data

Why is a federated CMS system so critical to IT today? Drive continuous service improvement with a shared view of services throughout their lifecycles IT Strategy Identify and prioritize opportunities for better business outcomes by understanding service performance and availability, known errors, consumption and cost

Applications

Operations

• Raise application quality by using production visibility for optimizing, testing and handoff

•Minimize change impact and accelerate problem isolation with detailed configuration info CMS

• Improve application value with visibility into current and historical operational issues Service view • Services • Processes • Applications • Infrastructure • Releases •…

• Incidents • Problems • Known Errors • Changes • Releases •…

•Improve change agility and success rate with deeper visibility into release pipeline •Better align SLAs and OLAs with services’ desired business outcomes • Users • Suppliers • Locations • Business Units • Customers •…

Limitations with Traditional Integration Approaches Service level mgmt

Data must be discovered from and go to different tools, models and contexts Too many integrations to hardwire point-to-point Too dynamic to replicate in single repository

Application mgmt

Service support

Who?

Project mgmt

When?

Why? Storage mgmt

Security mgmt Asset mgmt

Users need service data that is current, complete and authoritative

Server mgmt Network mgmt

How?

IT finance

Identity mgmt

?

What?

Database mgmt

CMDB with federation architecture required for CMS system

15 point-to-point integrations

6 hub integrations via federation

Rigid

Flexible

•A new federated data source or client

•Modify a single integration point for

Stability and Reliability Can’t Scale

Stable and Maintainable

•Disparate integrations based on

•Integration is understood and consistent

requires modification of multiple integration points

heterogeneous technology, developed by different people at different times

each new federated data source or client

across Providers and Consumers, critical knowledge not tied to individuals

CMS is made up of integrated systems: Providers, Owners, and Consumers Presentation Layer Knowledge Processing Layer Information Integration Layer

Change & Release View

Query & Analysis

Asset Mgmt. View

Config. Lifecycle View

Reporting

Technical Config. View

Performance Management

Quality Mgmt. View

Modeling

Service Desk View

Monitoring

Integrated CMDB Common Process Data & Information Model

Schema Mapping

Meta Data Management

Data Reconciliation

Data Synchronization

Extract, Transform, Load

Mining

Data Integration

Data & Information Sources and Tools

Project Documentation

Structured

Definitive Media Library

CMDBs

Platform Configuration Tools

Software Configuration Management

Project Software

Based on an example of CMS, ITIL v3 Service Transition 4.3.4.2, Figure 4.8

Discovery, Asset Management and audit tools

Enterprise Applications

Consumer/Owner/Provider Model Tenets •Consumers drive Providers: Every CI and attribute in the CMS has foremostly a consumer. An initiative and a use case drive requirements for consumption of all configuration data. •All CIs Must Be Owned: Every CI and attribute that exists in the CMS has an owner. An ownerless attribute is an un-authoritative attribute. Ownership is specifically established at the attribute, not the CI type level. •Avoid Provider Conflict: Every attribute required by a Consumer and having an Owner will be provided by preferably one provider. Apparent conflicts are almost never actual conflicts if the provider is properly rationalized. •Rationalize all Providers: Providers are transformed into Authoritative Sources of Record (ASORs) by a strictly controlled rationalization process. Only providers who are responsible to the business for maintaining the data should be considered authoritative. •Providers are Transparent to Consumers: Consumers are insulated from providers in terms of location, platform, or type of integration. •Pervasive Data Integrity: Both consumers and Providers must be onboarded with a CABapproved process to ensure non-authoritative providers cannot degrade the confidence of the data in the system, also to ensure consumers are entitled to consume specific configuration data. A high standard of entry into the CMS will help increase the quality of decisions made using that data. For more details and answers, see the Consumer/Owner/Provider Model document.

Federation Adapter OVERVIEW

Federation Architecture Overview Consumers

CLIENT

TQL result including external CIs

TQL

uCMDB SERVER MODEL

VIEWING SYSTEM

CLASS MODEL

CORRELATION

TQL CALCULATION

ENRICHMENT

UCMDB Data Provider Interface External CIs

Federation Adapters

External Data Store ADAPTER

External CIs

External Data Store ADAPTER

External CIs

External Data Store ADAPTER

Providers External Data Store

External Data Store

External Data Store

adapters are created and customized using a UI and XML

Build a Federation Adapter 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Create the Federation Adapter Package 1. Copy the dbAdapter package from: UCMDBServer\root\lib\factory_packages

Federation Adapter EXAMPLE

Create the Federation Adapter Package 3. Edit the “adapter-id” attribute (in the adapter folder)

This is the name of the adapter in the UCMDB “combo box”

Federation Adapter EXAMPLE

Deploy the Federation Adapter Package 3. Click on the “Deploy” icon 4. Browse and select the MyAdapter.zip

Build a Federation Adapter 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Extend the UCMDB Class Model – Add sw_sub_component 1. Go to CI Type Manager and create a new CI Type (the federated CI).

Federation Adapter EXAMPLE

Extend the UCMDB Class Model – Add sw_sub_component 2. Add attributes (the federated attributes)

Build a Federation Adapter 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Deploy the Federation Adapter 1. Navigate to ../J2F/Fcmdb/CodeBase 2. Copy the “GenericDBAdapter” directory and rename it “MyAdapter” (the same as the adapter-id in the xml)

Federation Adapter EXAMPLE

Deploy the Federation Adapter 5. Configure the orm.xml - Reconciliation Class

The UCMDB Class for reconciliation

Federation Adapter EXAMPLE

Deploy the Federation Adapter 5. Configure the orm.xml - Reconciliation Class

The name of the DB table in the external data source

Federation Adapter EXAMPLE

Deploy the Federation Adapter 5. Configure the orm.xml - Reconciliation Class

The unique identifier (PK) in the DB table

Federation Adapter EXAMPLE

Deploy the Federation Adapter 5. Configure the orm.xml - Reconciliation Class

The UCMDB attribute name in the class model

Federation Adapter EXAMPLE

Deploy the Federation Adapter 5. Configure the orm.xml - Reconciliation Class

The name of the corresponding column name in the DB table

Federation Adapter EXAMPLE

Deploy the Federation Adapter Understand the XML link:

host

e1 Container e2 sw_sub_component

How sw_sub_components can be to one host? How hosts can be toname=“SoftwareId" one sw_sub_component? />

Federation Adapter EXAMPLE

Deploy the Federation Adapter Understand the XML link:

e1

host

How sw_sub_components can be to one host? How hosts can be toname=“SoftwareId" one sw_sub_component? />

Container e2 sw_sub_component

e2 sw_sub_component

e2 sw_sub_component

Federation Adapter EXAMPLE

Deploy the Federation Adapter Understand the XML link:

host

e1

host

How sw_sub_components cantarget-entity=“sw_sub_component"> be to one host? name=“SoftwareId"

Container e2 sw_sub_component

e2 sw_sub_component

e2 sw_sub_component

Federation Adapter EXAMPLE

Deploy the Federation Adapter 6. Configure the reconciliation_rules.txt file (in the META-INF folder)

Build the Generic Adapter Solution 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Load the Adapter 2. Click on “Fcmdb Config Services” (under “Topaz” section)

Federation Adapter EXAMPLE

Load the Adapter 3. Go to loadOrReloadCodeBaseForAdaptorId() and type: a. customerID – 1 b. adaptorId – MyAdapter

4. Click on “Invoke” button

Build the Generic Adapter Solution 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Create a Data Store 1. Go to Federated CMDB page.

Federation Adapter EXAMPLE

Create a Data Store 2. Add the database credentials in the Data Store dialog Data Store Dialog: Adapter – the adapter Type

Name – the name of the Data Store (any name) Host – the name of the database server Port – the database port number User – user name to connect to the database Password – password to connect to the database

URL – dbtype=[dbtype];dbname=[dbname]

Federation Adapter EXAMPLE

Create a Data Store 3. Select CITs supported for federation

The new CI Type

Federation Adapter EXAMPLE

Create a Data Store 4. Perform basic operations from main page

Reload the Adapter

Test connection to the DB

Build the Generic Adapter Solution 1. Create and Deploy the Federation Adapter Package 2. Extend the UCMDB Class Model 3. Deploy the Federation Adapter (configure the xml file) 4. Load the Federation Adapter 5. Create the Data Store 6. Create the federated View

Federation Adapter EXAMPLE

Calculate the Results 1. From the View Manager calculate results 2. View results from the “Preview” button

Attribute Federation

© 2008 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

Customer use case A configuration management system uses UCMDB 8.0 with all its infrastructure discovered by DDM • The Finance Dept. has an MS SQL database with nondiscoverable data (e.g. hosts location and price) • The Asset Management Dept. wants to get a report of all the servers in the organization with their location and their cost. • An attribute federation needs to be configure to achieve the Asset Manager’s (consumer’s) needs •

40

Federation Adapter EXAMPLE

Attribute Federation orm.xml - add the federated attribute

The name of the attribute in the class model

Federation Adapter EXAMPLE

Attribute Federation orm.xml - add the federated attribute

The name of the corresponding column name in the DB table

Federation Adapter EXAMPLE

Attribute Federation Update the Data Store

Attribute Federation

The attribute added in the orm.xml

Federation Adapter EXAMPLE

Attribute Federation View results in the “View Manager”

Federation Adapter EXAMPLE

Attribute Federation View the federated attribute in “Element Instances”

Federation UI

© 2008 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

What is the Federation Adapter UI An Eclipse plug-in that utilizes the JPA plug-in

Enables graphical mapping between UCMDB class model attributes and external database columns Enables manual editing of ORM.XML and provide error checking for syntax and mapping to the DB columns Enables to deploy the adapter directly from Eclipse Enables to run a TQL (predefined) from Eclipse for quick result testing

Time to Value – Easier, Faster, Simpler

Build the Solution Using Eclipse 1. Create Package, Extend Model, Deploy Adapter (folder, txt) 2. Install Eclipse for java developers and the UCMDB Plug-in

3. Configure the environment (DB credentials, UCMDB settings) 4. Map UCMDB class attributes to external DB columns 5. Deploy and restart the adapter 6. Create a new Data Store and test the adapter

Installation • Navigate to http://www.eclipse.org/downloads

• Download and extract “Eclipse IDE for Java EE Developers” • Copy “com.hp.plugin.import_cmdb_model_1.0.jar” to

\plugins folder

Build the Solution Using Eclipse 1. Create Package, Extend Model, Deploy Adapter (folder, txt) 2. Install Eclipse for java developers and the UCMDB Plug-in

3. Configure the environment (DB credentials, UCMDB settings) 4. Map UCMDB class attributes to external DB columns 5. Deploy and restart the adapter 6. Create a new Data Store and test the adapter

Configure the Environment • Extract “workspaces_gdb.rar”

Settings\All Users”

into “C:\Documents and

• In Eclipse select your Workspace for SQL, MySQL and Oracle

Configure the Environment • In “Project Explorer” view the orm.xml file

Configure the Environment • In “Data Source Explorer” configure the DB connection

Configure the Environment • Enter the database credentials and click “Test Connection”

Configure the Environment • Click “Connect” to open the connection to the database

Configure the Environment • Set the DB Schema in “JPA Details” section

Configure the Environment • Configure the UCMDB Settings – make sure the “hp” folder on the

UCMDB Server is shared

Configure the Environment • Import the UCMDB Class Model

Configure the Environment • Verify CI Types were imported as Java Classes

Build the Solution Using Eclipse 1. Create Package, Extend Model, Deploy Adapter (folder, txt) 2. Install Eclipse for java developers and the UCMDB Plug-in

3. Configure the environment (DB credentials, UCMDB settings) 4. Map UCMDB class attributes to external DB columns 5. Deploy and restart the adapter 6. Create a new Data Store and test the adapter

Configure the orm.xml file • Mapping a CI Type – right click “Entity Mapping”

Configure the orm.xml file • Select the UCMDB class to be mapped and click “OK”

Configure the orm.xml file • Select the DB table that should be mapped to the UCMDB class

Configure the orm.xml file • Map UCMDB class ID – expend the class and right click the “id”

select “Add attribute to xml” and then select “Map as: Id”

Configure the orm.xml file • Map UCMDB class ID to the DB table column

Configure the orm.xml file • Map UCMDB attribute - right click the “host_hostname”

(reconciliation attribute) select “Add attribute to xml” and then select “Map as: Basic”

Configure the orm.xml file • Map UCMDB attribute to the DB table column

Federated Attributes

© 2008 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

Configure the orm.xml file • Map UCMDB attribute - right click the “host_location” select “Add

attribute to xml” and then select “Map as: Basic”

Configure the orm.xml file • Map UCMDB attribute to the DB table column

Federated View • View attribute federation results

Configure the orm.xml file • Mapping sw_component – right click “Entity Mapping”

Configure the orm.xml file • Select the sw_component class to be mapped and click “OK”

Configure the orm.xml file • Select the DB table that should be mapped to the UCMDB class

Configure the orm.xml file • Map UCMDB class ID – expend the class and right click the “id”

select “Add attribute to xml” and then select “Map as: Id”

Configure the orm.xml file • Map UCMDB class ID to the DB table column

Configure the orm.xml file • Map UCMDB attribute - right click the “sw_name” select “Add

attribute to xml” and then select “Map as: Basic”

Configure the orm.xml file • Map UCMDB attribute to the DB table column

Configure the orm.xml file • Map the link – add a valid link as new entity

Configure the orm.xml file • Map the link – select a valid link (end1__end2)

Configure the orm.xml file • Map the link – select the DB table that holds the link

Configure the orm.xml file • Map the class ID to the DB column

Configure the orm.xml file • Map the class ID to the DB column

Configure the orm.xml file • Map the “end1” of a valid link a cording to the relationship

Configure the orm.xml file • Select the UCMDB class that corresponds to “end1”

Configure the orm.xml file • Select the foreign key of the DB link as the “Name” and the Primary

Key as the “Referenced Column”

Configure the orm.xml file • Map the “end2” of a valid link a cording to the relationship

Configure the orm.xml file • Select the UCMDB class that corresponds to “end2”

Configure the orm.xml file • Select the foreign key of the DB link as the “Name” and the Primary

Key as the “Referenced Column”

Configure the orm.xml file • The orm.xml has been written for you

Configure the orm.xml file • Using Eclipse to edit the orm.xml

Build the Solution Using Eclipse 1. Create Package, Extend Model, Deploy Adapter (folder, txt) 2. Install Eclipse for java developers and the UCMDB Plug-in

3. Configure the environment (DB credentials, UCMDB settings) 4. Map UCMDB class attributes to external DB columns 5. Deploy and restart the adapter 6. Create a new Data Store and test the adapter

Deploying the orm.xml • Using Eclipse to Deploy the orm.xml and restart the adapter

Build the Solution Using Eclipse 1. Create Package, Extend Model, Deploy Adapter (folder, txt) 2. Install Eclipse for java developers and the UCMDB Plug-in

3. Configure the environment (DB credentials, UCMDB settings) 4. Map UCMDB class attributes to external DB columns 5. Deploy and restart the adapter 6. Create a new Data Store and test the adapter

Creating a new Data Store • Using Eclipse to create a new data store on the UCMDB Server

Running a sample TQL • Using Eclipse to validate your orm.xml by running a federated TQL

Summary Federation Architecture Overview Federation Configuration Overview Understanding Attribute-Level Federation

Using the Federation Adapter UI