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Configuration Management Service Management Function Published: June 20xx Reformatted: January 20xx For the latest information, please see ii C onfiguration Management The information contained in this document represents the current view of Microsoft C orporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a mitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. MICROSOFT MAKES NO WA RRANTIES, EXPRESS, IMPLIED O R STATUTORY, A S TO THE INFORMATION IN THIS DOCUMENT. C omplying with all applicable copyright laws is the responsibility of the user. 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Service Management Function iii Contents Executive Summary ............................................................................................... 1 Introduction ........................................................................................................... 3 What’s New? ........................................................................................................3 Feedback .............................................................................................................3 Configuration Management Overview .................................................................. 5 Goal and Objectives .............................................................................................5 Key Definitions .....................................................................................................5 Processes and Activities ........................................................................................ 7 Process Flow Summary.........................................................................................7 Establish Configuration Items (CIs) ................................................................8 Access Configuration Items ............................................................................8 Change Configuration Items ...........................................................................8 Review Configuration Items ............................................................................8 Setup Activities ....................................................................................................8 Agree on Purpose .........................................................................................10 Agree on Boundaries of Management............................................................11 Establish Standards for Configuration Management.......................................12 Discover IT Components...............................................................................12 Decide What Needs to Be Managed...............................................................12 Build CMDB ..................................................................................................13 Establishing Configuration Items.........................................................................14 Does an Asset Need to Be Tracked and Controlled?.......................................15 Determine the CIs to Be Managed ................................................................15 Identify Relationships and Dependencies Among CIs.....................................16 Select CI Attributes ......................................................................................16 Add CI(s) to CMDB .......................................................................................17 Accessing Configuration Items ............................................................................18 Request for Information ...............................................................................19 Present Information .....................................................................................19 Changing Configuration Items ............................................................................20 Change CI ....................................................................................................22 Change the Dependent CI ............................................................................22 Reviewing Configuration Items ...........................................................................23 Perform Inventory Collection ..................................................