5.6.2 服务管理数据模型
服务管理(服务,SLA,合同)模块
- 服务管理(服务,SLA,合同)模块
- Service Management (services, SLAs, contracts) Module
IT服务管理(ITSM)是基于流程的实践,旨在使IT服务的交付与企业的需求保持一致。其中一部分是服务目录中的管理,该目录定义了服务,SLA和与最终用户(或客户)的合同。
该模块允许服务经理定义服务目录的所有部分:
- 服务
- 服务子类别
- SLA & SLT
- 客户合约
- 提供者合约
服务管理与工单管理体系集成在一起:
- 当为给定的客户创建工单时,处理人员可以在为此客户定义的服务列表中选择服务。
- 工单截止日期是在与客户签署的SLA上计算依赖的。
在iTop中,可以通过两种方法来管理服务目录:
- 服务管理(服务,SLA,合同)
- 适用于服务提供商的服务管理(服务,SLA,合同)
第一个用于管理单个公司内的服务,而第二个用于服务提供者。两个模块都提供相同的要管理的元素,不同之处在于这些元素之间的关系。在以下各节中,我们将描述这些差异。
合同类型
合同类型允许您定义客户和供应商合同的类型,以便将它们重新分组。例如:
- 硬件合同
- 维护合同
- 外包合同
合同类型属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
客户合同
客户合同允许您定义客户已购买(请求)了哪些服务以及与这些服务相对应的SLA。默认情况下,iTop中未定义工作时段。
可以记录给定客户的多个合同。对于每个客户合同,您可以链接文档以及与之相关的联系人。
客户合同属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
客户 | 一个(n)组织的外键 | 是 |
描述 | 多行字符串 | 没有 |
开始日期 | 日期(年月日) | 没有 |
结束日期 | 日期(年月日) | 没有 |
成本 | 字母数字字符串 | 没有 |
币种 | 可能的值:美元,欧元 | 没有 |
帐单频率 | 字母数字字符串 | 没有 |
成本单元 | 字母数字字符串 | 没有 |
提供者 | 一个(n)组织的外键 | 是 |
状况 | 可能的值:实施,已过时,生产 | 没有 |
合同型 | 合同类型的外键 | 没有 |
标签
标签 | 描述 |
联络人 | 客户合同的所有触点 |
文件资料 | 该客户合同的所有文档 |
服务 | 为此合同购买的所有服务 |
如果您已经安装了服务管理for Providers模块,那么还有两个附加选项卡:
标签 | 描述 |
提供者合约 | 所有提供者合同均支持该服务 |
依赖于配置项 | 提供此服务的所有配置项目 |
创建一个客户合同
菜单“客户合同”提供了已定义的客户合同的列表。只需单击“新建”按钮即可创建一个新的。
选项卡“服务”显示了为此设备提供给客户的服务列表。您可以为每个服务指定适用的SLA。
交付模式
交付模式定义了哪些团队向一组组织(客户)提供支持和服务。它也可以用来记录角色的关键人员:*服务经理*首席技术官*帮助台经理
几个客户可以共享同一个交付模式。但是,定义多个交付模型可能很有用,特别是如果您想限制分派和工单可以使用的团队数量。
给定客户的交付模式用于标识您可以为哪个团队分派和工单。
如果没有为给定的客户定义交付模式,则您将无法为该客户创建工单。
交付模式属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
组织 | 一个(n)组织的外键 | 是 |
描述 | 多行字符串 | 没有 |
标签
标签 | 描述 |
联络人 | 交付模式的所有联系人(团队和人) |
顾客 | 所有拥有此交付模型的客户 |
创建一个交付模式
菜单“交付模型”提供了已定义的交付模型的列表。只需单击“新建”按钮即可创建一个新的。
供应商合同
供应商合同允许您记录与提供商之间的所有合同(支持,维护,硬件合同等)。这有助于您快速检索此类信息并更好地管理合同的流程续订。
您还可以链接供应商合同涵盖的配置项目。对于每个客户合同,您可以链接文档以及与之相关的联系人。
供应商合同属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
客户 | 一个(n)组织的外键 | 是 |
描述 | 多行字符串 | 没有 |
开始日期 | 日期(年月日) | 没有 |
结束日期 | 日期(年月日) | 没有 |
合同型 | 合同类型的外键 | 没有 |
成本 | 字母数字字符串 | 没有 |
币种 | 可能的值:美元,欧元 | 没有 |
帐单频率 | 字母数字字符串 | 没有 |
成本单元 | 字母数字字符串 | 没有 |
提供者 | 一个(n)组织的外键 | 是 |
斯拉 | 字母数字字符串 | 没有 |
服务时间 | 字母数字字符串 | 没有 |
状况 | 可能的值:实施,已过时,生产 | 没有 |
标签
标签 | 描述 |
联络人 | 客户合同的所有触点 |
文件资料 | 该客户合同的所有文档 |
配置项 | 供应商合同涵盖的所有配置项目 |
创建一个供应商合同
菜单“供应商合同”提供了已定义的提供者合同的列表。只需单击“新建”按钮即可创建一个新的。
斯拉
服务级别协议(SLA)是一组SLT。它为给定的服务集在提供者和客户之间定义了协议。
每个IT部门都可以定义自己的SLA列表。
SLA属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
提供者 | 一个(n)组织的外键 | 是 |
描述 | 多行字符串 | 没有 |
标签
标签 | 描述 |
SLT | 此SLA的所有服务级别目标 |
客户合约 | 所有使用此SLA的客户合约 |
创建一个SLA
菜单“ SLA”提供了已定义的服务级别协议的列表。只需单击“新建”按钮即可创建一个新的。
SLT
服务级别目标(SLT)允许您为必须遵守的协议定义度量。默认情况下,建议使用两种类型的度量标准来建议iTop:
- 拥有时间(TTO):这是从创建工单到将其放入账号(将分派转换为处理人员)之间的时间。
- 到解决(TTR)的时间:这是创建工单到到达解决的时间。
SLT由以下方式定义:
- 一个名字
- 指标的类型
- 请求类型
- 请求的优先级
SLT属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
优先级 | 可能的值:临界,高,中,低 | 没有 |
请求类型 | 可能的值:事件,服务请求 | 没有 |
指标 | 可能的值:TTO,TTR | 没有 |
价值 | 价值数值(可以为负) | 没有 |
单元 | 可能的值:小时,分钟 | 没有 |
创建一个SLT
菜单“ SLT”提供了已经定义的服务级别目标的列表。只需单击“新建”按钮即可创建一个新的。
服务
这些服务是服务目录的基础。它们用于记录一个或多个IT部门可以提供的所有服务。例如:
- 应用管理
- 台式机和终端用户管理
- 网络管理
- 系统管理
每个IT提供者都可以定义自己的服务列表。服务用于表征用户请求或事件。
使用增强门户后,必须将服务分为服务系列。
对于每个服务,您可以记录以下内容:
- 交付服务所需的配置项目
- 提供者合约,其中服务为依赖
服务属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
提供者 | 一个(n)组织的外键 | 是 |
服务族 | 一个(n)服务族的外键 | 没有 |
描述 | 多行字符串 | 没有 |
状况 | 可能的值:实施,已过时,生产 | 没有 |
标签
标签 | 描述 |
服务子类别 | 服务的所有子类别 |
文件资料 | 链接到服务的所有文档 |
联络人 | 服务的所有触点 |
客户合约 | 购买了此服务的所有客户合约 |
提供者合约 | 所有提供者合同均支持该服务 |
依赖于配置项 | 提供此服务的所有配置项目 |
如果您已经安装了服务管理for Providers模块,则选项卡“提供者合同”和“依赖于配置项”在客户合约
创建一个服务
菜单“服务”提供服务列表。只需单击“新建”按钮即可创建一个新的。
服务族
服务族是服务目录树结构中的第一级。
服务族属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
标签
标签 | 描述 |
服务 | 类别中的所有服务 |
服务子目录
服务子类别用于更精确地定义服务。例如,您可以为服务服务定义以下子目录:
- 故障排除
- 订购新的服务器
- 配置一个新的虚拟机
- 换一个服务器
服务子目录与用户请求的类型(事件或服务请求)有关。这样做是为了自动执行用户请求或用户的鉴证。
服务子目录属性
名称 | 类型 | 强制性的吗? |
名称 | 字母数字字符串 | 是 |
服务 | 一个(n)服务的外键 | 是 |
提供者 | 字段映射到外键 | 是 |
状况 | 可能的值:实施,已过时,生产 | 没有 |
请求类型 | 可能的值:事件,服务请求 | 是 |
提供者名称 | 字段映射到外键 | 是 |
描述 | 多行字符串 | 没有 |
创建一个服务子目录
菜单“服务子类别”提供服务子类别的列表。只需单击“新建”按钮即可创建一个新的。
必须定义服务族,服务和服务子类别这3个级别,这样门户用户才能在门户中提交新请求,否则,他们将获得“无服务”
他们无法获得服务的原因还有很多,但这就是其中之一。
原贴链接:https://www.itophub.io/wiki/page?id=2_7_0%3Adatamodel%3Aitop-service-mgmt
Service Management (services, SLAs, contracts) Module
IT Service Management (ITSM) is a process-based practice intended to align the delivery of IT services with needs of the enterprise. Part of this, is the management of the service catalog that defines services, SLA and contracts with the end users (or customers).
This module allows a service manager to define all the pieces of the service catalog:
Service
Service subcategories
SLA & SLT
Customer contracts
Provider contracts
The service management is integrated with the ticket management system:
When creating a ticket for a given customer, the agent can select the service amongst the list of services defined for this customer.
Ticket deadlines are computed depending on the SLA signed with the customer.
There is two alternatives to manage the service catalog in iTop:
Service Management (services, SLAs, contracts)
Service Management (services, SLAs, contracts) for Service providers
The first one is used to manage service within a single company, whereas the second is desgined for service providers. Both modules provides the same elements to be managed, the differences are the relationships between those elements. In the sections below we describe those differences.
Contract Type
The contract type allows you to define a typology for the customer and provider contract in order to regroup them. For instance:
Hardware contract
Maintenance contract
Outsourcing contract
Contract Type Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Customer Contract
A customer contract allows you to define which services have been purchased (requested) by a customer and what are the SLA corresponding to those services. By default, no coverage window is defined in iTop.
It is possible to document several contracts for a given customer. For each customer contracts you can link documents, and contacts related to it.
Customer Contract Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Customer | Foreign key to a![]() | Yes |
Description | Multiline character string | No |
Start date | Date (year-month-day) | No |
End date | Date (year-month-day) | No |
Cost | Alphanumeric string | No |
Cost Currency | Possible values: Dollars, Euros | No |
Billing frequency | Alphanumeric string | No |
Cost unit | Alphanumeric string | No |
Provider | Foreign key to a![]() | Yes |
Status | Possible values: implementation, obsolete, production | No |
Contract type | Foreign key to a![]() | No |
Tabs
Tab | Description |
---|---|
Contacts | All the contacts for this customer contract |
Documents | All the documents for this customer contract |
Services | All the services purchased for this contract |
If you have installed the Service Management for Providers module, there are 2 additional tabs:
Tab | Description |
---|---|
Provider contracts | All the provider contracts to support this service |
Depends on CIs | All the configuration items that are used to provide this service |
Creating a Customer Contract
The menu “Customer contract” provides a list of already defined customer contracts. Just click on the button “New” to create a new one.
The tab “Services” display the list of services provided to the customer for this contrat. You can specify for each service which SLA is applicable.
Delivery Model
A delivery model defines which teams are providing support and services to a set of organizations (customers). It can be used also to document key people with their role: * Service Manager * Chief technology officer * Helpdesk manager
Several customers can share the same delivery model. Nevertheless, it may be useful to define several delivery models, especially if you want to limit the number of teams to which you can assign a ticket.
The delivery model of a given customer is used to identify to which team you can assign a ticket for this one.
If no delivery model is defined for a given customer, then you will not be able to create tickets for that customer.
Delivery Model Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Organization | Foreign key to a![]() | Yes |
Description | Multiline character string | No |
Tabs
Tab | Description |
---|---|
Contacts | All the contacts (Teams and Person) for this delivery model |
Customers | All the customers having this delivering model |
Creating a Delivery Model
The menu “Delivery models” provides a list of already defined delivery models. Just click on the button “New” to create a new one.
Provider Contract
A provider contract allows you to document all the contracts you have with your providers (Support, maintenance, hardware contracts, etc.) This helps you to retrieve quickly such information and better manage the contract renewal process.
You can also link configuration items that are covered by a provider contract. For each customer contracts you can link documents, and contacts related to it.
Provider Contract Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Customer | Foreign key to a![]() | Yes |
Description | Multiline character string | No |
Start date | Date (year-month-day) | No |
End date | Date (year-month-day) | No |
Contract type | Foreign key to a![]() | No |
Cost | Alphanumeric string | No |
Cost Currency | Possible values: Dollars, Euros | No |
Billing frequency | Alphanumeric string | No |
Cost unit | Alphanumeric string | No |
Provider | Foreign key to a![]() | Yes |
SLA | Alphanumeric string | No |
Service hours | Alphanumeric string | No |
Status | Possible values: implementation, obsolete, production | No |
Tabs
Tab | Description |
---|---|
Contacts | All the contacts for this customer contract |
Documents | All the documents for this customer contract |
CIs | All the configuration items covered by this provider contract |
Creating a Provider Contract
The menu “Provider contract” provides a list of already defined provider contracts. Just click on the button “New” to create a new one.
SLA
A service level agreement (SLA) is a group of SLT. It defines the agreement between a provider and a customer for a given set of services.
Each IT department can define its own list of SLAs.
SLA Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Provider | Foreign key to a![]() | Yes |
description | Multiline character string | No |
Tabs
Tab | Description |
---|---|
SLTs | All the service level targets for this SLA |
Customer contracts | All the customer contracts using this SLA |
Creating a SLA
The menu “SLA” provides a list of already defined service level agreements. Just click on the button “New” to create a new one.
SLT
A service level target (SLT) allows you to define metrics for agreements that have to be respected. By default, iTop is proposed with two types of metrics:
Time to own (TTO): This is time between the creation of a ticket and the time to take it into account (assign it to an agent)
Time to resolve (TTR): This is the time between the creation of a ticket and the time to resolve it
A SLT is defined by:
a name
the type of metric
the type of request
the priority of the request
SLT Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Priority | Possible values: critical, high, medium, low | No |
Request type | Possible values: incident, service request | No |
Metric | Possible values: TTO, TTR | No |
Value | Numeric value (could be negative) | No |
Unit | Possible values: hours, minutes | No |
Creating a SLT
The menu “SLT” provides a list of already defined service level targets. Just click on the button “New” to create a new one.
Service
The services are the basis of the service catalog. They are used to document all the services that can be provided by one or several IT Departments. For example:
Application management
Desktop and End user management
Network management
System management
Each IT provider can define its own list of services. Services are used to characterize a user request or an incident.
Services must be grouped into service families as soon as you use the Enhanced Portal.
For each service you can document:
the configuration items required to deliver the service
the provider contracts, on which the service is depending
Service Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Provider | Foreign key to a![]() | Yes |
Service Family | Foreign key to a![]() | No |
Description | Multiline character string | No |
Status | Possible values: implementation, obsolete, production | No |
Tabs
Tab | Description |
---|---|
Service sub categories | All the sub categories for this service |
Documents | All the documents linked to the service |
Contacts | All the contacts for this service |
Customer contracts | All the customer contracts that have purchased this service |
Provider contracts | All the provider contracts to support this service |
Depends on CIs | All the configuration items that are used to provide this service |
If you have installed the Service Management for Providers module, then the tabs “Provider contracts” and “Depends on CIs” are available on Customer Contracts
Creating a Service
The menu “Service” provides a list of services. Just click on the button “New” to create a new one.
Service Family
Service Family is the first level in the tree structure of your Service Catalog.
Service Family Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Tabs
Tab | Description |
---|---|
Services | All the services in this category |
Service Subcategory
The service subcategories are used to define more precisely a service. For example you can define the following subcategory for the service System management:
Troubleshooting
Order a new server
Configure a new virtual machine
Repare a server
A service subcategory is related to a type of user request (Incident or Service request). This is done to automate the qualification of a user request or an incident.
Service Subcategory Properties
Name | Type | Mandatory? |
---|---|---|
Name | Alphanumeric string | Yes |
Service | Foreign key to a![]() | Yes |
Provider | Field mapped to an external key | Yes |
Status | Possible values: implementation, obsolete, production | No |
Request type | Possible values: incident, service request | Yes |
Provider Name | Field mapped to an external key | Yes |
Description | Multiline character string | No |
Creating a Service Subcategory
The menu “Service subcategories” provides a list of service subcategories. Just click on the button “New” to create a new one.
Defining the 3 levels, Service Family, Services and Service Subcategories is mandatory for your Portal users to be able to submit a new request in the Portal, otherwise, they will get “no services”
There are many other reasons why they could get no service, but this is one of them.