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Service Manager 2010: Data Warehouse
and Custom Report Creation
Dr. Eduardo Castro Martínez
Microsoft MVP
ecastro@grupoasesor.net
http://comunidadwindows.org
http://tiny.cc/comwindows
http://ecastrom.blogspot.com
Session Objectives and Takeaways
• Session Objectives:
– Provide a data warehouse & reporting platform overview
• Key Takeaways:
– Reports in Service Manager are easy to use and customize
– It’s easy to get new data into the warehouse
– It’s easy to create custom reports in Service Manager
From Client to Cloud Using Service Manager
Client
Datacenter to
Cloud
Integration and
Centralization
Automation
Action + Workflow +
Optimization
Knowledge
Best Practices
+ Design
Microsoft Platform
Skills + Technology
+ Ecosystem
Decrease
Costs
Improve
Service Delivery
Physical Virtual
Consistent
Process
Service
Manager
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
INTEGRATED EFFICIENT BUSINESS ALIGNED
CMDB
IT Process and
Workflow Automation
Service Maps
Self Service Portal
Automated Routing
Knowledge Base
IT Business Intelligence
Compliance and
Risk Management
Asset Lifecycle
Management
Service Manager: The Power Is in the Integration
Portal Forms
Data
Warehouse
Workflows
Configuration
Management DB
Work
Items
Configuration
Items
Knowledge
Problem
Change Incident
Asset
IT GRC
Service Manager Features
• Integrated CMDB
• Incident Management & Problem Management
– Quickly restore service through routing and knowledge
– Easily adapt your process and workflows
• Change Management
• Asset Management
• Reporting and Dashboards
• Compliance and Risk
Service Manager Features
Integrated CMDB
Incident Management &
Problem Management
Change Management
Minimize risk and disruption to production
Easily adapt your processes and workflows
Asset Management
Reporting and Dashboards
Compliance and Risk
Example: Configuration Data supports Service
Desk
ConfigMgr Connector
Computer Data
HW and SW Inventory
DCM, SW Updates
End User’s
Computer
User Data
Contact Info
Organization
End User
CI Data
AD User
Windows
Computer
Configuration Manager
Active Directory
Domain Controller
Helpdesk Analyst
Incident about
End User’s Computer
Service
Manager
Incident Management Process
Document the process
Visualize the process
Map the process
Classif
y /
Route
Record
Record
Record
Tier 2
HR Apps
Tier 1
Closure
No
No
Yes
Yes
Continue
Investigation
Escalat
e
Resolved
Data
Center
Alerts
SOURCES RECORD
QUEUES
TRIAGE
RESOLUTION
ESCALATION
CLOSURE
CLASSIFY/
ROUTE
Service Manager Features
Integrated CMDB
Incident Management &
Problem Management
Change Management
Minimize risk and disruption to production
Easily adapt your processes and workflows
Asset Management
Reporting and Dashboards
Compliance and Risk
Scenario
CR 123 – Apply
HBI Policy
Manager
Approval
Automated Activity
- Adds Computer to
Group
Closed
Data Warehouse Overview
• Non-transactional data store for fast, consolidated
reporting
– Doesn’t interfere with day-to-day operations
– Ingests and optimizes data for fast reporting and analysis
– Integrates data from one or more management groups (supports
scaling out Service Manager)
– Automatically reconciles data from multiple sources
• Self managing
• Highly extensible via management packs
Transactional Processing
Active Directory®
Data Warehouse
DWStagingandConfig
Connectors SCSM Repository
Extract Load
Transform
DWDataMart
Data Warehouse Overview
• Optimized for analysis
– Traditional star schema
– Dimension tables represent
classes, properties, enums
– Fact tables represent
relationships, measures, and
key performance indicators
(KPIs)
• Conformed dimensional
model
– Closes the gap between
class-based model and
relational database
– Simplifies queries
– 500+ classes flattened to
<60 semantic dimensions
• The data warehouse manages
this complexity for you… no
coding required
Dimension 1
Dimension 2
Dimension 3
Dimension 4
Dimension 5
Fact
Table 1
Dimension 7
Dimension 6
Dimension 8
Dimension 9
Dimension 10
Fact Table
2
Dimension 2
Dimension 3
Service Manager Features
Integrated CMDB
Incident Management & Problem Management
Change Management
Asset Management
Reporting and Dashboards
Data Warehouse Platform for IT Business Intelligence
Create and Adapt Reports for Continuous Improvement
Compliance and Risk
Data Warehouse Drives Continuous
Improvement
IT
Manager
Analyst
Data
Warehouse
SCSM
ETL
Insert/
Update
View
Reports
Manage & Analyze within
the Console
• 20+ reports in the box
• Built on top of Microsoft BI
stack
• Extensible platform
Reporting Overview
• Leverages the Microsoft
business intelligence (BI) stack
– Report infrastructure based
on SQL Server Reporting
Services (SSRS)
– You can customize reports
using tools you already know
– Renders Reporting Services
reports from any data source
• Easy to use
– Easy to find the information
you need
– Report controls automatically
extend to stay in sync with
class changes
Easy to Find the Information You Need
• Reporting Services UI
– Filter layout isn’t always
user friendly
– Doesn’t understand
Service Manager classes
and properties
• Service Manager console
– Provides advanced
controls for a simplified
experience
– Filter by custom
properties rather than
picking from lists (i.e., cost
center of the computer)
Reporting Services
IT Manager
Analyst
Data Warehouse
SCSM
Stored
Procedures
Insert/
Update
Manage
Jobs
View
Reports
ETL &
MPSync
Manage and Analyze with the Console
Using Reports in Service
Manager
Demo
Creating Custom Reports
• Full SSRS support
– Report Builder
– Business Intelligence
Development Studio
• Easy to include in Service
Manager Console
– Deploy reports to SSRS under
/SystemCenter/ServiceManage
r folder
– Any report/folder under that
folder will show up in the
console
– Enables consolidating reports
in one place
Build a Custom Report
Demo
Announcing Service Manager Dashboards!
http://technet.microsoft.com/en-us/library/ff758669.aspx
ISV Partners Delivering Solutions with Service Manager
Delivers out of the box OLAP cubes
Integrated Key Performance Indicator authoring
http://baydynamics.com/ITAnalytics.aspx
Dashboard solution
IT Managers can create new dashboards, no coding required
http://www.altosoft.com/products/system_center.shtml
Rich, silverlight data visualization tools
No precanned solutions, but demo could be useful selling tool
http://consulting-
demo.dundas.com/MSDashboardViewer/MicrosoftDashboardViewer.aspx
2012
H1
H1
2010
2011
H1
H2
System Center Service Manager Roadmap
H2
Call To Action
• Get the Tools to Sell Service Manager
– System Center Web – includes “RFP Helper”!
– Installable Bits and Demo VHDs
– Customer “Open Invitation” SCSM Overview Live Meetings
– Hosted Test Drive/Labs
– Ramp Up Materials, webcasts, more webcasts, even more webcasts
• Get Trained - Microsoft Official Curriculum Courseware
– 50217: Planning, Deploying and Managing Service Manager 2010 (4 days) -
– 50377: Extending Service Manager 2010 (1 day)
• Get Involved in the Community
– Blog: http://blogs.tecnet.com/servicemanager
• Guest bloggers welcome!
– Forum: http://social.technet.microsoft.com/forums/en-
US/systemcenterservicemanager/threads/
– Twitter: Use #SCSM and #ServiceManager hashtags
– Internal Discussion DL: scsmtalk
– Community Lead: twright
Q&A
Service Manager 2010: Data Warehouse
and Custom Report Creation
Dr. Eduardo Castro Martínez
Microsoft MVP
ecastro@grupoasesor.net
http://comunidadwindows.org
http://tiny.cc/comwindows
http://ecastrom.blogspot.com
Datawarehouse and reporting in service manager

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Datawarehouse and reporting in service manager

  • 1. Service Manager 2010: Data Warehouse and Custom Report Creation Dr. Eduardo Castro Martínez Microsoft MVP ecastro@grupoasesor.net http://comunidadwindows.org http://tiny.cc/comwindows http://ecastrom.blogspot.com
  • 2. Session Objectives and Takeaways • Session Objectives: – Provide a data warehouse & reporting platform overview • Key Takeaways: – Reports in Service Manager are easy to use and customize – It’s easy to get new data into the warehouse – It’s easy to create custom reports in Service Manager
  • 3. From Client to Cloud Using Service Manager Client Datacenter to Cloud Integration and Centralization Automation Action + Workflow + Optimization Knowledge Best Practices + Design Microsoft Platform Skills + Technology + Ecosystem Decrease Costs Improve Service Delivery Physical Virtual Consistent Process Service Manager
  • 4. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. INTEGRATED EFFICIENT BUSINESS ALIGNED CMDB IT Process and Workflow Automation Service Maps Self Service Portal Automated Routing Knowledge Base IT Business Intelligence Compliance and Risk Management Asset Lifecycle Management
  • 5. Service Manager: The Power Is in the Integration Portal Forms Data Warehouse Workflows Configuration Management DB Work Items Configuration Items Knowledge Problem Change Incident Asset IT GRC
  • 6. Service Manager Features • Integrated CMDB • Incident Management & Problem Management – Quickly restore service through routing and knowledge – Easily adapt your process and workflows • Change Management • Asset Management • Reporting and Dashboards • Compliance and Risk
  • 7. Service Manager Features Integrated CMDB Incident Management & Problem Management Change Management Minimize risk and disruption to production Easily adapt your processes and workflows Asset Management Reporting and Dashboards Compliance and Risk
  • 8. Example: Configuration Data supports Service Desk ConfigMgr Connector Computer Data HW and SW Inventory DCM, SW Updates End User’s Computer User Data Contact Info Organization End User CI Data AD User Windows Computer Configuration Manager Active Directory Domain Controller Helpdesk Analyst Incident about End User’s Computer Service Manager
  • 9. Incident Management Process Document the process Visualize the process Map the process Classif y / Route Record Record Record Tier 2 HR Apps Tier 1 Closure No No Yes Yes Continue Investigation Escalat e Resolved Data Center Alerts SOURCES RECORD QUEUES TRIAGE RESOLUTION ESCALATION CLOSURE CLASSIFY/ ROUTE
  • 10. Service Manager Features Integrated CMDB Incident Management & Problem Management Change Management Minimize risk and disruption to production Easily adapt your processes and workflows Asset Management Reporting and Dashboards Compliance and Risk
  • 11. Scenario CR 123 – Apply HBI Policy Manager Approval Automated Activity - Adds Computer to Group Closed
  • 12. Data Warehouse Overview • Non-transactional data store for fast, consolidated reporting – Doesn’t interfere with day-to-day operations – Ingests and optimizes data for fast reporting and analysis – Integrates data from one or more management groups (supports scaling out Service Manager) – Automatically reconciles data from multiple sources • Self managing • Highly extensible via management packs Transactional Processing Active Directory® Data Warehouse DWStagingandConfig Connectors SCSM Repository Extract Load Transform DWDataMart
  • 13. Data Warehouse Overview • Optimized for analysis – Traditional star schema – Dimension tables represent classes, properties, enums – Fact tables represent relationships, measures, and key performance indicators (KPIs) • Conformed dimensional model – Closes the gap between class-based model and relational database – Simplifies queries – 500+ classes flattened to <60 semantic dimensions • The data warehouse manages this complexity for you… no coding required Dimension 1 Dimension 2 Dimension 3 Dimension 4 Dimension 5 Fact Table 1 Dimension 7 Dimension 6 Dimension 8 Dimension 9 Dimension 10 Fact Table 2 Dimension 2 Dimension 3
  • 14. Service Manager Features Integrated CMDB Incident Management & Problem Management Change Management Asset Management Reporting and Dashboards Data Warehouse Platform for IT Business Intelligence Create and Adapt Reports for Continuous Improvement Compliance and Risk
  • 15. Data Warehouse Drives Continuous Improvement IT Manager Analyst Data Warehouse SCSM ETL Insert/ Update View Reports Manage & Analyze within the Console • 20+ reports in the box • Built on top of Microsoft BI stack • Extensible platform
  • 16. Reporting Overview • Leverages the Microsoft business intelligence (BI) stack – Report infrastructure based on SQL Server Reporting Services (SSRS) – You can customize reports using tools you already know – Renders Reporting Services reports from any data source • Easy to use – Easy to find the information you need – Report controls automatically extend to stay in sync with class changes
  • 17. Easy to Find the Information You Need • Reporting Services UI – Filter layout isn’t always user friendly – Doesn’t understand Service Manager classes and properties • Service Manager console – Provides advanced controls for a simplified experience – Filter by custom properties rather than picking from lists (i.e., cost center of the computer)
  • 18. Reporting Services IT Manager Analyst Data Warehouse SCSM Stored Procedures Insert/ Update Manage Jobs View Reports ETL & MPSync Manage and Analyze with the Console
  • 19. Using Reports in Service Manager Demo
  • 20. Creating Custom Reports • Full SSRS support – Report Builder – Business Intelligence Development Studio • Easy to include in Service Manager Console – Deploy reports to SSRS under /SystemCenter/ServiceManage r folder – Any report/folder under that folder will show up in the console – Enables consolidating reports in one place
  • 21. Build a Custom Report Demo
  • 22. Announcing Service Manager Dashboards! http://technet.microsoft.com/en-us/library/ff758669.aspx
  • 23. ISV Partners Delivering Solutions with Service Manager Delivers out of the box OLAP cubes Integrated Key Performance Indicator authoring http://baydynamics.com/ITAnalytics.aspx Dashboard solution IT Managers can create new dashboards, no coding required http://www.altosoft.com/products/system_center.shtml Rich, silverlight data visualization tools No precanned solutions, but demo could be useful selling tool http://consulting- demo.dundas.com/MSDashboardViewer/MicrosoftDashboardViewer.aspx
  • 25. Call To Action • Get the Tools to Sell Service Manager – System Center Web – includes “RFP Helper”! – Installable Bits and Demo VHDs – Customer “Open Invitation” SCSM Overview Live Meetings – Hosted Test Drive/Labs – Ramp Up Materials, webcasts, more webcasts, even more webcasts • Get Trained - Microsoft Official Curriculum Courseware – 50217: Planning, Deploying and Managing Service Manager 2010 (4 days) - – 50377: Extending Service Manager 2010 (1 day) • Get Involved in the Community – Blog: http://blogs.tecnet.com/servicemanager • Guest bloggers welcome! – Forum: http://social.technet.microsoft.com/forums/en- US/systemcenterservicemanager/threads/ – Twitter: Use #SCSM and #ServiceManager hashtags – Internal Discussion DL: scsmtalk – Community Lead: twright
  • 26. Q&A
  • 27. Service Manager 2010: Data Warehouse and Custom Report Creation Dr. Eduardo Castro Martínez Microsoft MVP ecastro@grupoasesor.net http://comunidadwindows.org http://tiny.cc/comwindows http://ecastrom.blogspot.com