automating visio infrastructure diagrams...• using visio manually • linking to spreadsheets /...

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Automating Visio Infrastructure Diagrams David Cuthbertson Square Mile Systems Debby Binns Premier Computer Solutions

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Page 1: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Automating Visio Infrastructure Diagrams

David CuthbertsonSquare Mile Systems

Debby BinnsPremier Computer Solutions

Page 2: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Advanced Visio Automation Techniques

David CuthbertsonSquare Mile Systems Ltd

[email protected]

Page 3: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Square Mile Overview

• Develop AssetGen toolsets, training and techniques for operational management of complex IT infrastructure

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

• All technologies!

Fixed Infrastructure(Cabling, Power, Cabinets, Buildings)

Hardware InfrastructureNetwork, Servers, UPS, Storage, Other

Virtual InfrastructureNetwork, Servers, Storage, DBMS

ApplicationsPC, server, mainframe, SOA

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

Page 4: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Information Resources

• Web sites– www.squaremilesystems.com– www.assetgen.com videos on “how to create visio”– www.youtube.com search for “assetgen”

• Networking for IT Infrastructure– www.linkedin.com– www.datacenterprofessionals.net

• Third party– www.brighttalk.com Online webcasts– www.bcs-cmsg.org.uk BCS config mgmt focus group– smsg.bcs.org BCS ITIL focus group– www.itsmf.co.uk ITIL issues– www.bicsi.org Cabling and data centres

Page 5: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Expectations

• Why do we want to automate Visio diagrams?

• What do we mean by automation?

Page 6: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

What You Should Gain

• Understand more about Visio• Reduce workload creating project documentation• Reduce workload maintaining diagrams • Reduce the number of maintained diagrams • Improve quality and accuracy by automated updating• Tips and tricks• See examples of applying different automation methods• Plus any issues / questions you may have

Page 7: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Visio 2007 Professional Extras

Extras we’ll cover today

Page 8: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Visio 2007 Resources

• Microsoft web site• Visioguy www.visguy.com

• Books• Linkedin group – Visio Enthusiasts• Equipment manufacturer web sites

– Cisco– HP, others www.visiocafe.com

• Stencils– netZoom www.altimatech.com

Page 9: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Not all Diagrams Help!

Page 10: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Overview

• Using Visio manually• Linking to spreadsheets / databases• Navigating to more detail• Understand the process of diagram creation• Creating & maintaining Visio diagrams automatically• Example project work flow

– Planning– Producing project diagrams– Updating operational systems

Page 11: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

I Need An Infrastructure Diagram!

Requirement

DataSources

Diagram

Page 12: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Common Diagram Issues

• Using the same stencils• Use of shapes

– Logical– Physical– Architecture

• Use of connectors• Consistent and accurate shape data• Maintaining hyperlinks

Page 13: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

The Process of Drawing a DiagramPurpose

Gather data

Transfer data to diagram

Layout

Add extra detail

Save

Send / publish diagram

Define shapes

1.

8.

2.

3.

4.

5.

6.

7.

Where can we automate?

Page 14: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Shape Issues Affecting Automation

• Shape selection• Shape positioning• Shape linking• Shape data definition• Shape data update and maintenance• Shape data display • Shape hyperlinks

Page 15: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

The Process of Updating a DiagramPurpose

Gather data

Add / Delete shapeConnector, Data

Review layout

Add extra detail

Save

Send / replace diagram

Check diagramfor match

1.

8.

2.

3.

4.

5.

6.

7.

Where can we automate?

Page 16: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

A Few Types of Diagrams

• Physical• Path• Logical• System• Architecture – single / multi-technology• Process maps• Service maps

Page 17: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Server Diagrams

Floor Plan

Rack Position

Service impact

Power Supply

Network Connections

H/W Build

Page 18: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Visio 2007 Automation Features

• Programmers toolkit• Linking to External Data• Shape Data• Data graphics• Hyperlinks to external data

Page 19: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

A Few Issues With Data Linking

• Good for importing, bringing data into Visio• Use data graphics to display appropriate data• Requires good file management• Multiple data sources / gaps/ overlaps cause problems• Manual filtering and selection

Page 20: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

The Process of Drawing a DiagramPurpose

Gather data

Transfer data to diagram

Layout

Add extra detail

Save

Send / publish diagram

Define shapes

1.

8.

2.

3.

4.

5.

6.

7.

Linking Data still requiresmanual selection

Produces one diagram at A time

Page 21: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Disparate Documentation Sets

Improved Data Consistency - Yes

Gaps

Inconsistent

Not trusted

Partial

No history

Costly to maintain

Repeated audits

Errors

Page 22: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

AssetGen ApproachPurpose

Gather data

Transfer data to diagram

Layout

Add extra detail

Save

Send / publish diagram

Define shapes

1.

8.

2.

3.

4.

5.

6.

7.

a. Select and filter data

b. Add/update shapes

c. Create diagrams

d. Layout (where practical)

e. Enable refresh of existing

Page 23: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

The AssetGen Solution

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

Hardware Infrastructure ComponentsPCs, Network, Servers, UPS, Storage, Other

Virtual Infrastructure ComponentsPCs, Network, Servers, Storage, DBMS

ApplicationsPC or server based

ServicesEnd user, infrastructure, supplier

Business ProcessesDepartmental, Company

AssetGen ConnectPhysical Infrastructure

AssetGen SysMapLogical

Infrastructure

VISUALISATION

Page 24: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Reducing the amount of infrastructure data

Before - uncoordinated data

Gaps

Inconsistent

Not trusted

Partial

No history

Costly to maintain

Repeated audits

Errors

LAN/SAN/WAN/Power diagrams

ServicesSoftwareServersStorageCabinetsNetworksCablingPowerVoice

Coordinated database, multiple viewpoints

Capacity and connectivity reports

Change impact analysis and audit trails

Spreadsheet outputs

Service maps

Rack, floor plans

Page 25: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

AssetGen In More Detail

AssetGen ConnectPhysical Infrastructure

AssetGen SysMapLogical

Infrastructure

SysMapExpert

Service MappingVisualisation- visio, netViz

SearchingImpact formsPath tracingRack diagramsCapacity - space, power, portsInventoryWorkflow Audit trails

WebBrowser

MS SQL Database

Service DeskCMDB

(if suitable)

refresh

MonitoringDiscovery

AssetSpreadsheets

refresh

PC

Planner Space planningVisualisation - visio, netViz

Impact Analysis

Page 26: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Examples of Visio Automation

• Floor plans• Rack diagrams• Network and other topology diagrams• Service maps• Data flow diagrams• Architecture maps• Path diagrams

Plus Capacity reportingAudit trailsWorkflow

Page 27: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Visio Automation Summary

1. A better understanding of Visio capabilities2. Different types of automation to reduce manual tasks3. Multiple diagrams can be produced and maintained4. Gained an understanding of Square Mile techniques and

technology

Automation can givea. Increase in staff productivity – projects and operationsb. Confidence in diagrams accuracyc. A portal to more detailed data

Page 28: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Next Steps

• Training Courses– Visio for IT Professionals (2 days) 30/6 12/7– Visio automation in-house workshop (1 day)

• Web content– Premier courses and consultancy– Videos on AssetGen site– Webcasts www.brighttalk.com

• Downloads– AssetGen SysMap Professional evaluation version

Page 29: Automating Visio Infrastructure Diagrams...• Using Visio manually • Linking to spreadsheets / databases • Navigating to more detail • Understand the process of diagram creation

Thank You For Attending

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Have a safe journey