CTSMUG – Opalis Session December 3rd, 2010 @ 1:00ish PM Central Charles Joy Tech Evangelist – Solutions Architecture Agenda • Opalis Product Overview (100 Level - Sales/Marketing Focus) • Opalis Demo VM and Technical Overview (200/300 Level - Technical Focus) • FAQ • Q & A (throughout) Opalis Product Overview Level 100 - Sales/Marketing Focus System Center Server Management Suite Service Manager Remedy Action Request System . OpenView Operations What Does Opalis Do? IT Process Automation (ITPA), also known as Run Book Automation (RBA), is the ability to orchestrate and integrate IT management tools through workflow Data Protection & Recovery Configuration Management Server Compliance End-To-End Monitoring (Physical & Virtual) How Are Customers Using Opalis? Incident Management Orchestrate incident management and resolution Integrate across monitoring tools, service desks, and configuration management databases (CMDBs) Virtual Machine Life-Cycle Management Automate provisioning, resource allocation and retirement Extend virtual machine management to the cloud Change and Configuration Management Scale automated configuration across platforms and tools Ensure reliable change with intelligent workflow branching Integration for some System Center Products to be released in 2010 Data Center Automation Use Cases • • • • • • Virtual Life Cycle Management User & Service Provisioning Closed Loop Compliance Data Refresh/Publication Infrastructure Remediation RBA – Task Automation − − − − − − Server Maintenance OS Maintenance File System Maintenance Database Maintenance Service Maintenance Backup/Recovery Maintenance • • • Identity Management VDI Deployment ITIL Facilitation − − − − − − − Incident Response Incident Enrichment Event Management Problem Management Reconciliation Change Management Configuration Management CMDB Consolidation/Federation Data Center Automation Use Cases - Explained Virtual Lifecycle Management Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Provisioning and Decommissioning of Virtual Machines Banking Production Implementation Decrease VM sprawl Implement Opalis to manage the VMware virtual life cycle management, end-to-end. Opalis is used not only to provision and maintain virtual machines, it was also (most importantly) used to deprovision virtual machines after they have expired. The workflows were built into the existing change management process as well as a “Virtual Machine Ordering System” (something of a Self-Service Portal). User & Service Provisioning Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Provisioning (Creation) of User and Service Accounts, as well as some Services (holistic technology offerings) Virtualization Production Implementation Decrease the time it takes to “onboard” and “offboard” users Implement Opalis to manage the user provisioning and deprovisioning. Opalis is used to create user Active Directory accounts, mailboxes, Linux accounts, add to groups, determine expiry, make dynamic decisions on employee type, etc. An Opalis workflow can have a user fully provisioned in a few minutes and be ready for the next user immediately using a consistent and reliable process. The deprovision workflows are ready to remove a user’s access as needed. Closed Loop Compliance Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Orchestrate Server Compliance Audits, Create and Deploy Remediation Packages, Re-Audit, Rinse, Repeat Aerospace / Government Proof of Concept Keep all managed servers compliant to a technical specification Implement Opalis to orchestrate BladeLogic to execute a compliance/analysis job, identify which patches/security updates are missing on which targets, create a deployment package to remediate, deploy the package (installing necessary patches/ security updates), re-run compliance/analysis job, re-identify which patches/security updates still missing on which targets, repeat as necessary. Data Center Automation Use Cases - Explained Infrastructure Remediation Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Remediation for tools, devices, and machines within the Infrastructure. This can be restarting services, rebooting, updating, etc. Managed Service Provider Production Implementation Proactively and reactively remediate infrastructure issues Implement Opalis to monitor for and remediate issues which have either already caused alerts, or have the potential to disrupt service. Opalis workflows are used to both monitor for (checking performance, capacity, errors, etc.) and remediate issues (restarting services, rebooting machines, updating patches, etc.). The same workflows that are used to remediate issues after they are found can be used to proactively resolve issues before they disrupt service. RBA – Task Automation Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Perform any automatable task from such categories as Server, OS, File System, Database, Server, and Backup/Recovery Maintenance. This could be via Scripts, Batch Files, SQL Statements, CLI Commands, or using native Opalis objects. Managed Service Provider Production Implementation Automate/Execute simple yet powerful (and previously manual) tasks Implement Opalis to automate/execute simple yet powerful tasks. These tasks were previously performed manually by resources. Many different levels of access were required in combination with many different tools, machines, and accounts requiring that access. With Opalis, only the Opalis service account required the necessary access to the tools, machines and accounts necessary to perform the Server, OS, File System, Database, Server, Backup/Recovery Maintenance tasks at hand. Opalis workflows were able to execute existing scripts, batch files, SQL statements, CLI commands as well as access and gather data from existing tools and machines. Error reduction, improved service levels as well as adherence to a set of consistent and reliable process were all possible after the implementation of the Opalis workflows. Data Center Automation Use Cases - Explained Identity Management and Infrastructure Security Management Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Automating the tasks surrounding Identity and Infrastructure Security Management. This can be automating anything from onboarding, off-boarding, password resets, security reporting, enabling/disabling, security alert handling, etc. Energy Production Implementation Integrate HR system to identity management system Implement Opalis to create the connection between the HR System (Oracle Database) and the Identity Management System (CA IDM). Opalis objects were created to form the CA IDM Integration Pack as a services engagement for this implementation. They were then used within workflows after database queries to extract pertinent data from the HR System to create/modify Identity Management attributes for users. The custom Integration Pack was created in C# and took advantage of the Web Services Interface from CA IDM). VDI Deployment Explanation Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Deployment of large number of Virtual Machines for end user/developer usage Consumer Production Implementation Easily manage the creation and delivery of virtual machines to end users Implement Opalis to orchestrate VMware to automatically create (from template), prepare and distribute a large number of virtual machines, all at once. This previously manual process used to take many, many hours; with Opalis workflows up and running, just for 4 weeks, 20K worth of man hours were saved. Data Center Automation Use Cases - Explained ITIL Facilitation Explanation - - Customer Vertical Engagement Type Issue to Resolve Resolution Blurb Incident Response - Automatically responding to Incidents regardless where they originated and then taking appropriate action Incident Enrichment - Automatically responding to Incidents regardless where they originated and then updating the incident record with improved information Event Management - Automatically handling events from the infrastructure, automating the necessary actions through resolution Problem Management Reconciliation - Gathering and Reporting on like Incidents, Creating Known Issues automatically (based on Incident Data), Assisting with Root Cause Analysis (through data inspection), etc. Change Management - Facilitating any to all aspects of Change Management, monitor for approvals then taking action, updating Change Requests with data, closing, creating Change Requests as needed, etc. Configuration Management - Assisting in the facilitation of the desired Configuration tasks, patching, CMDB related tasks, updates, etc. CMDB Consolidation/Federation - Consolidation of disparate data sources to federate a CMDB, enriching CMDB CI data, updating, creating, linking CIs within the CMDB, reporting on CI status (outages, downtime, etc.) All Production Implementation / Proof of Concept / Demonstration Automate/Orchestrate all aspects of the ITIL framework Implement Opalis to automate and/or orchestrate any and all aspects of ITIL. Like any framework, ITIL (or MOF) offers organizations the ability to improve their business with “process”. With the inclusion of Opalis (and Service Manager or some other service desk system), the theory of “process” can become a reality. Opalis facilitates the framework, bringing a consistent, reliable and auditable execution of the EXACT process identified within the framework. These types of use cases are so common (and so consistent), no one of the implementations stand out. Video Manual Incident Management (Before) For Videos: http://blogs.technet.com/b/charlesjoy/archive/2010/08/26/tech-ed-opalisit-process-automation-introduction-amp-technical-overview.aspx Video Automated Incident Management (After) For Videos: http://blogs.technet.com/b/charlesjoy/archive/2010/08/26/tech-ed-opalisit-process-automation-introduction-amp-technical-overview.aspx Incident Triage Process - Manual Monitoring Test & Diagnostics Service Desk 1 Service Desk 2 Infrastructure Configuration Management Incident Triage With Automation Monitoring SD1 Incident ID SD2 Incident ID New Event Details Service Desk 1 SD2 Incident ID SD1 Incident ID Event Details Fault Verification Diagnostic Results CI & Effected Service Data Service Desk 2 SD1 Incident Details SD2 Incident ID Workflow + Data Bus Diagnostic Results Run Diagnostic Test & Diagnostics Verification Result Verify Fault Infrastructure CI & Related Service Data Lookup CI Configuration Management Customer Use Case Company: Large Phonebook Company Use Case: End to End Data Refresh of .com Data Use Case Specifics: • Before Opalis: ~5 Resources; Able to run twice a week • After Opalis: 1 “On-Call” Resource when necessary; Could run two times a day if desired • Benefits: − Fully Automated (unattended) Process − Increased Customer Billing Frequency − Resources were able to be reassigned for more important tasks (building new Datacenter) Customer Use Case Use Case Specifics: • Steps Orchestrated/Automated: • − − − − − − − Staging Data ETL (ANT Build Process) Server Maintenance Mode State Database and Web Services Start/Stop Staging Data Verification (with some desired human interaction) SAN Processes (Deport, Copy, Clone, Import, Backup) Network Switch Suspension/Activation Functionality Verification Extras: − 100% Dynamic − Fully User “Haultable” and “Restartable” − Built with full verbose Error Handling and Logging Opalis Integration Packs Microsoft Active Directory HP Operations for UNIX Microsoft Systems Management Server HP Operations Windows Microsoft SC Operations Manager HP Operations Solaris Microsoft SC Configuration Manager HP Network Node Manager Microsoft SC Virtual Machine Manager HP Service Desk Microsoft SC Data Protection Manager HP Service Manager Microsoft SC Service Manager HP Asset Manager BMC Atrium CMDB HP iLO 2 BMC Remedy AR System Symantec VERITAS NetBackup BMC Event Manager IBM Tivoli Enterprise Console BMC Patrol IBM Tivoli Netcool/Omnibus BMC BladeLogic Operations Manager IBM Tivoli Storage Manager CA AutoSys EMC Smarts InCharge CA eHealth Vmware VI/ vSphere CA Service Desk UNIX Integration CA SPECTRUM CA Unicenter NSM Why Opalis IT Process Automation can reduce costs, simplify management and optimize resources through: • • • • • Multi-vendor integration, no rip & replace or vendor lock-in Pre-built activities & workflow processes to speed time to value Publish and subscribe data bus to share data and initiate tasks within the silos Configuration of workflows is done without coding or scripting Intelligent workflows with rule-based branching The Opalis Components Opalis Integration Server Workflow Designer 11 Operator’s Console GUI (Design, manage, report) Process Catalogs Data Store (Store process logic) Automation Platform Action Servers (Run processes) Integration Packs Policy Execution Workflow Designer Operator Console 11 GUI (Design, manage, report) Data Store (Store process logic) Action Server (Run processes) Opalis Data Bus Full line as a string Full line as a string Category Opalis Data Bus Demonstration Level 200/300 - Technical Focus Data Manipulation Upper • converts text to upper case Lower • converts text to lower case Field • returns text in a specific position relative to a delimiter Sum • returns the sum of a set of numbers Diff Mult Div Instr Right • returns the difference of two numbers • returns the product of a set of numbers • returns the quotient of two numbers • returns the position of first occurrence of text within other text • returns a subset of the text from the right side of the full text Left • returns a subset of the text from the left side of the full text Mid • returns a subset of the text from the middle of the full text LTrim • trims leading spaces from text RTrim • trims the trailing spaces from text Trim • trims leading and trailing spaces from text Len • returns the length of text Related Links http://www.microsoft.com/systemcenter/en/us/opalis.aspx http://blogs.technet.com/b/charlesjoy/ © 2010 Microsoft Corporation. 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