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Documenting and Managing Infrastructure Connectivity David Cuthbertson Square Mile Systems Ltd [email protected] www.squaremilesystems.com

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Page 1: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Documenting and Managing Infrastructure Connectivity

David CuthbertsonSquare Mile Systems Ltd

[email protected]

Page 2: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Square Mile Background• Develop toolsets, training and

techniques for operational management of complex IT infrastructure

• Focus areas– Data center management– Connectivity management– System change impact analysis – Documentation techniques– Infrastructure visualisation

• All technologies!

Business ProcessesDepartmental, Company

ServicesEnd user, infrastructure, supplier

ApplicationsPC, server, mainframe, SOA

Fixed Infrastructure(Cabling, Power, Cabinets, Buildings)

Hardware InfrastructureNetwork, Servers, UPS, Storage, Other

Virtual InfrastructureNetwork, Servers, Storage, DBMS

Data Center Infrastructure

Page 3: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Session overview• Communicate practices and techniques to

colleagues and customers that will aid better management of infrastructure connectivity

• Recognise good and bad methods of labeling devices and cabling

• Take into account operational management needs when designing or installing cabling infrastructures

Page 4: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Is it a Problem?• Standards already cover cabling design,

installation and labelling– TIA568A, ISO 11801, EN50173, TIA942

• Standards already cover administration– ANSI/TIA/EIA-606, EN50174-1,

ISO/IEC14763-1, TIA942, BS6701:2004• Connectivity is more than just about data

cabling! – Power is becoming just as complex

How many follow these for all

cabling implementations?

Page 5: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Changing Requirements

BEFORE AFTERNo. of Servers per cabinet 3-6 30-40Power Dissipated per cab. 300-2000W 3kW - 25kWCurrent service to cabinet 16A 2x32 A or 3 phaseTypes of Equipment Servers Blade Servers

Monitor Power Distribution UnitsKVMs MidSpan Boxes

Power Strips Disk Arrays (Storage)UPS Smart Power Strips

Regular Power StripsNetwork types 100M 1G, 10G, SANNo. of Cables Power 1 or 2 2 to 6(per server) Network 1 or 2 5 to 10

Cabinet Total 20-30 300 - 400

Page 6: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Where Do We Focus?• Earthing and bonding• Containment• Firestopping• Spaces (rooms, racks etc.)• Vertical wiring• Horizontal wiring• Power• IT equipment• Other equipment

Page 7: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Which is Easiest to Document?

Page 8: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Standards Recommendations1. Class or Hierarchy Structure

Class 1 – Single equipment roomClass 2 – Multiple roomsClass 3 – CampusClass 4 – Multiple sites

Naming conventions and approach will differ with administration systems.

Example TIA606

Page 9: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Standards Recommendations2. Naming conventions and examples

Country, site, floor, room, rack, unit, sub-unit, port

1A-AC01/A-01

Port 01

Rack AC01

Patch panel

A

Floor 1

Equipment Room

A

Page 10: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Standards Recommendations3. Standardised Naming & Coding

Glossary of terms and abbreviationsSymbols for drawingTermination point colour codingPatch cable coding

Page 11: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Standards Recommendations 4. Recommended data sets to maintain

Port type - RJ45Cable type - Cat6ACable length - 65mUser name - Daves PCTest results - U:\Cabletest\1Atest.xlsDrawings - Floor, room drawingsWork flow - Work orders and changes

Page 12: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Why Does It Happen?1. Standards have been referenced for the design, implementation and testing of infrastructure

2. Good components have been chosen - which rarely go wrong

3. Is it only a people issue?

Page 13: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

How Do We Manage Today?• Informal / formal processes• Site survey, pre-installation checks, audits • Ownership is often on a local basis• Create knowledge sets as individuals or

within teams – Excel, Visio, Word, Notes, Sharepoint, Access

• Or give the problem to someone else– Outsource, out task.

Page 14: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Different Teams, Different Focus

Fixed Infrastructure(Cabling, Power, Racks, Rooms, Buildings)

Hardware InfrastructurePCs, Network, Servers, UPS, Storage, Other

Virtual InfrastructurePCs, Network, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

ServiceManagement

DataCentre

NetworksLAN/SAN

Applications

Mid-range Servers

Systems

DesktopsIMAC

Page 15: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Adding a New Server?

Patching spreadsheets

Building wiring diagrams

Computer room layout

PABX port mapping

Labelling standardsSAN

Architecture

Point to Point CablingAsset list

Structured cabling only

Inventory list

Legacy systems

Storage diagrams

KVM

LAN diagrams

WAN diagrams

Backbone switches

Edge switches Blade switches

IIS Architecture

KVM Architecture

LAN Architecture

Power distribution

PDUsCircuit breakers

Power architecture

Power strip connections

RackDiagrams

Page 16: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Different ViewsLINK 10/100

FEATURE

LAN SERIAL

CURRENT� � � � � � � � � � � � � � �

ON = I OFF = UBLINK = REMOTE

OUTLET #

I /U TOGGLE

RESERVED

STATUS 9 10 11 12 13 14 15 16

1 2 3 4 5 6 7 8

100-240V

~

50~60Hz

1.2A

KVM

Server

Firewall

Switch

Storage

LINK 10/100

FEATURE

LAN SERIAL

CURRENT� � � � � � � � � � � � � � �

ON = I OFF = UBLINK = REMOTE

OUTLET #

I /U TOGGLE

CopperFibrePower

Managing change at equipment level requires different views of connectivity!

Or monitoring results from power, network or storage can’t be interpreted

Page 17: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Is It Just Too Difficult?For many organisations, the internal culture does

not enable more coordinated team practices

Why is it difficult?Creating a start point or baseline is costlyDefining update processesWill involve multiple technical teamsDisinterest by project teams

Page 18: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Connectivity Costs!It is easy to use technical teams and suppliers inefficiently!

– Travel to check on existing connectivity or site survey– Meetings to communicate local cabling architecture– Reconciling differences in systems documentation– Creating build and patch instructions– Drawing diagrams which become out of date and uncontrolled– Audit connectivity to check on resilient paths / SPOF– Tracing connectivity to help with fault diagnosis– Manually produce reports on numbers of changes / installs – Switch port tracing to identify free and pre-patched ports– Producing risk and test plans as part of projects– Risk and recovery tasks creating additional knowledge sets

Page 19: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

What’s the upside?1. Reduced operational expenditure

– Optimise existing infrastructure2. Reduced cost of changes

– Planning, implementing, reporting3. Faster implementation of changes

– Reducing planning and communication– Forward planning and capacity control

4. Reduced risk of disruption– Impact analysis is easier, less mistakes

5. Less effort to keep accurate documentation

Project SLAs

Time

Year

Power

Page 20: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

What Types of Documentation?Specific path connectivity

– End Points and paths

Definitions – Types of ports, addressing, naming, labelling

Diagrams– Views of physcial locations, physcial and logical paths

Capacity reports– Fixed infrastructure (patch panels, power strips, PDUs) – Active infrastructure devices (network switches, SAN, PBX)

Management & Workflow– Reservation, build instructions, audit trail, changes

Page 21: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Example - Cable Labelling

PatchPanel

A

PatchPanel

PatchPanel

PatchPanel

01 02 13 14

PatchPanel

PatchPanel

PatchPanel

03 23 24

UX01

UX02

SW01

SW02

UX03SW03

BC

D E

F

G

Page 22: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Cable Labelling ExamplesPossible Options - Some Benefits

1. No Label No administration requirements

2. Port number at each end(SW01/P01)

Easy to ensure cable is in right port

3. Local end points of cable (SW01/P01 – PP01/01)

Easy to trace ends of patch cable

4. Device end points of cable (SW01/P01-UX01/ETH0)

Easy to know impact of disconnect

5. Unique label on each cable(04567489)

Easy for software tools to reference

6. Common path label on cable (1123238)

Easy for workflow and end path tracing

Page 23: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Recommended Labelling• Our recommendation is;

– Unique labels at both ends of a patch cable• Why

– No re-labelling if devices change names– Cables can be re-used, pre-patched– Easy to audit recent changes– Needed by software tools as a reference

• But you need to look for a software tool that accepts (and can create) cable labels

Page 24: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Reducing The Amount of Data

Before - uncoordinated data After – Less data sources Consistent views & reportsCapacity & audit trailsWorkflow and reservation

Word

Visio

ExcelExcel

Visio

Word

Word

Word

WordVisio

Visio

ExcelVisio

Excel

Visio

Word

Word

Visio

Excel

Excel

Word

WordVisio

ExcelExcel

Excel

Visio Excel Word

Reporting

Excel Excel

Page 25: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Define the Level of Detail1. Local patch

PatchPanel

2. End to End path

PatchPanel

PatchPanel

3. All devicesconnected to theswitch

PatchPanel

PatchPanel

Page 26: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Example – Do This Yourself

ETH 2

27

ETH 2

23

ETH 0

15

ETH 0

11

ETH 0

9

ETH 0

1

SFP1

G10-4

SFP1

G10-3

SW-BHAM-CORE2

SW-BHAM-05 SW-BHAM-02SW-BHAM-04

UK_BIRM_UX04UK_BIRM_UX06 UK_BIRM_UX07 UK_BIRM_UX08 UK_BIRM_UX10

NetworkAssets/Inventory

Excel

Visio

Excel

Port ConnectionsPower

1. Draw diagram using Excel data2. Refresh Visio for updates

Page 27: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

More Sophisticated1. Paths Physical

LogicalDevice

2. Diagrams PhysicalLogicalMulti-technology

3. Capacity Fixed infrastructureActive componentsPower

4. Workflow Reserve, designBuild instructions

Specialist DCManagement Toolset

Outputs

Data FeedsMonitoring, Discovery, Test

Results, Project Plans, OtherIt is wise to develop your own requirements before choosing

any specialist toolset!

Page 28: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Steps to Success - Build• Ensure hand over documentation reflects the

built environment• Insist that format and content are consistent with

the standards or systems adopted• Why not get suppliers to deliver the operational

processes as well as infrastructure data?– They do it already for HVAC and power systems

• Any further works should result in updates to existing documentation sets

Page 29: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Steps to Success - Operate1. Create an inventory

- All components involved in connectivity2. Document the fixed infrastructure

- Backbone, power, SAN3. Record the connectivity

- Paths, ports, labels4. Create reports and diagrams to suit the need

- Capacity, topology diagrams5. Embed in project workflow

Page 30: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Are We Working Too Hard?• Reverse engineering existing systems• Producing different views of connectivity• Travelling and meeting unnecessarily• Coping with inconsistent information

• Be smart – work more as a team!– Save on cost, time and effort– Increase the level of control

Page 31: Documenting and Managing Infrastructure · PDF fileDocumenting and Managing Infrastructure Connectivity David Cuthbertson ... Example TIA606. Standards Recommendations 2. Naming conventions

Thank you for your attention

Questions or feedback?

David CuthbertsonSquare Mile Systems Ltd

www.squaremilesystems.comwww.assetgen.com