First published in October 2017, revised in December 2019, and revised again on
migration.
Do you spend more time than you should trying to find the information you need?
Is that slowing down your responses to IT and service desk queries?
There is a common misconception that IT service management and the service desk
are the same thing. ITSM has a much broader scope, covering a range of IT
management capabilities across service delivery and support, with the service
desk forming one part of it. To manage ITSM processes and service desk issues
properly, access to IT data is critical — it is what improves fix times and
efficiency. But there are real limits on getting at that information.
The challenges of ITSM and data
Service desk teams understand better than anyone how much depends on having
complete and accurate information to hand. That is what makes data in ITSM, and
in the configuration management database, so important: it is where teams find
what they need to resolve issues, and to prevent them.
Some organisations rely solely on their ITSM platform to populate the CMDB. Given
the sheer volume of data required, that creates several problems:
High impact on resources. Populating and maintaining data from numerous
sources is slow, and it never finishes.
Accuracy of data. Where data is not managed dynamically, its accuracy depends
on people remembering to maintain it. They do not.
Wasted effort. A large amount of time goes into extracting and manipulating
data to produce reports that are already out of date when they are circulated.
There is a fourth problem that barely existed when this article was first
written. A CMDB populated from a service management platform records the things
that platform knows about — devices with a ticket history, and the software
installed on them. It does not record the SaaS applications someone bought on a
card, the cloud resources spun up by a deployment pipeline, or the AI tools that
arrived last quarter. Those are now a large share of what IT is responsible for,
and they are invisible to a device-shaped configuration record.
Integrating ITAM and ITSM
Integrating IT asset management with ITSM matters because it is what lets you
understand what you actually own — a significant benefit for IT managers, ITSM
managers and service desk staff alike.
The integration makes the specific hardware and software attributes of
configuration items — computers, printers, switches, routers — readily available
to everyone who needs them. Having detailed hardware and software inventory to
hand improves efficiency and productivity, and strengthens the processes ITSM
defines: request fulfilment, software deployment, change management and more.
The 2017 version of this article used operating system migration as its example,
on the grounds that ITAM supplies the metrics accurate project management
requires. That example has become concrete. CerteroX ITAM orchestrates Windows 11
upgrades directly, distributes MSI, EXE and Click-to-Run packages, drives SCCM
applications, packages and jobs through the SCCM interface, and handles
WSUS-integrated patching with downstream server support. The migration project is
not just reported on from the asset platform — it is run from it.
With one central record of device and software information, organisations
improve ITSM processes and cut the load on service desk teams.
What a complete configuration record now includes
If the goal is a complete view rather than a complete device list, the
configuration record needs more than hardware and installed software:
- Hardware and devices across Windows, macOS, Linux, AIX, HP-UX, Solaris,
mobile, virtual and cloud, discovered by ten methods that all land in one
schema — agent, command-line, agentless, standalone, Active Directory, network
scan, third-party import, cloud connector, browser monitor and file metering.
- Software with a licence position attached, so a configuration item carries
not just “SQL Server is installed” but the entitlement, the metric and the
exposure.
- SaaS applications, discovered through three converging signals: identity
provider sync from Entra ID and Okta, 47 vendor connectors pulling authoritative
user and licence lists, and a browser extension that catches what neither of
those sees.
- Cloud resources across twelve cloud and data platforms, with cost allocated
to a pool and an owner rather than sitting in an unattributed bill.
That is the difference between a CMDB that describes your managed devices and one
that describes your organisation.
Getting the data out
Through the OData protocol, the read-only Certero API provides granular data from
any CerteroX product in JSON, so your team can share and manipulate asset data to
populate ITSM platforms, CMDBs, Excel, Power BI and anything else that consumes a
REST endpoint. There is a documented Power BI data source for exactly this
purpose.
The API is read-only by design. The asset platform is the source of truth for
what exists; the ITSM platform remains the source of truth for process. Neither
should be quietly rewriting the other’s records.
Alongside the API, CerteroX ITAM ships 28 named system connectors, including
Active Directory, SCCM, Intune, WSUS and the major hypervisors, and CerteroX SaaS
Management includes a ServiceNow connector for provisioning, deprovisioning and
role management.
Book a demo to see the ten discovery methods resolve to one asset record a CMDB can trust.