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One technique I have found very useful is to use button elements to submit forms. Not only does the the button element offer richer styling opportunities than
<input type="submit" ... element, in my experience it is far easier to ensure that your beautifully-styled submit button looks the same whichever browser is used to view the form if you use this element.

So, how to use the button element in a CF7 form?

1. Contact Form 7 Form Element Modules

CF7 uses modules to create shortcodes and tag generators for various form elements. The module used to generate form submits is

/wp-content/plugins/contact-form-7/modules/submit.php.

Around line 47 you will find the following: –

$html = '<input type="submit" value="' . esc_attr( $value ) . '"' . $atts . ' /&rt;';

We want to change this to: –

$html = '<button type="submit"' . $atts . '>' . esc_attr( $value ) .  '</button>';

This is easily achieved by editing the submit.php module, but if you want this change to be preserved after a plugin upgrade there are a few more hoops to jump through.

2.Disable the Default Shortcode and Tag Generator

Put the following code into your theme’s functions.php file:

// replace cf7 form submit with button
function fowl_wpcf7_submit_button() {
        if(function_exists('wpcf7_remove_shortcode')) {
                wpcf7_remove_shortcode('submit');
                remove_action( 'admin_init', 'wpcf7_add_tag_generator_submit', 55 );
        }
}
add_action('init','fowl_wpcf7_submit_button');

3. Create a new submit.php module in your theme folder

Create a /cf7 directory under your theme folder and put a copy of the submit.php module in there. Amend the relevant line of code as shown in section 1. As we are leaving the default module untouched in the plugin directory we need to change the names of the functions and references to them in our copy to avoid “cannot redeclare function” PHP errors.

wpcf7_add_shortcode( 'submit', 'wpcf7_submit_shortcode_handler' );

function wpcf7_submit_shortcode_handler( $tag ) {
.
.
add_action( 'admin_init', 'wpcf7_add_tag_generator_submit', 55 );
.
.
function wpcf7_add_tag_generator_submit() {

function wpcf7_tg_pane_submit( &$contact_form ) {

You can call the new functions in your version of submit.php whatever you like, but one easy method is just to add your own namespace prefix (“fowl_” in my case) to the function names:

wpcf7_add_shortcode( 'submit', 'fowl_wpcf7_submit_shortcode_handler' );

function fowl_wpcf7_submit_shortcode_handler( $tag ) {
.
.
add_action( 'admin_init', 'fowl_wpcf7_add_tag_generator_submit', 55 );
.
.
function fowl_wpcf7_add_tag_generator_submit() {

function fowl_wpcf7_tg_pane_submit( &$contact_form ) {

4. Call the new functions to re-enable the shortcode and tag generator

Add two more lines of code to your function in your theme’s functions.php file:

// replace cf7 form submit with button
function fowl_wpcf7_submit_button() {
        if(function_exists('wpcf7_remove_shortcode')) {
                wpcf7_remove_shortcode('submit');
                remove_action( 'admin_init', 'wpcf7_add_tag_generator_submit', 55 );
                $fowl_cf7_module = TEMPLATEPATH . '/cf7/submit-button.php';
                require_once $fowl_cf7_module;
        }
}
add_action('init','fowl_wpcf7_submit_button');

That’s it! Now, any CF7 forms on your site will use <button> elements for their submit buttons and you can take advantage of the new CSS styling possibilities available with this HTML element.

The post Contact Form 7 Submit Button Element appeared first on Feathered Owl.

1. Set up a WP query variable which will be used to pass data to the form containing the select by adding this code to your theme’s functions.php file: –

function parameter_queryvars( $qvars ) {
    $qvars[] = ‘defaultvalue’;
    return $qvars; 
} 
add_filter(‘query_vars’, ‘parameter_queryvars’ ); 

function echo_defaultvalue() { 
    global $wp_query; 
    if (isset($wp_query->query_vars['defaultvalue'])) { 
        print $wp_query->query_vars['defaultvalue']; 
    } 
} 

2. If you haven’t done so already, install the Contact Form 7 Dynamic Text Extension plugin.

3. Create a CF7 form containing a select field and a dynamic hidden input field into which the query variable will be passed: –

[select menu-nn id:test class:test-class "one" "two" "three" "four" "five"] 
[dynamichidden hiddendefault "CF7_GET key='defaultvalue'"]

4. Add some Javascript code to the <head> section of the form page or your theme’s Javascript file. I’ve used jQuery in this case: –

var $ = jQuery.noConflict(); // use value of hidden CF7 input to set selected option in select field $(document).ready(function(){ // get contents of hidden input; store in variable 
    var val =  $("span.hiddendefault input").val(); // set the "selected" attribute for option with value equal to variable 
    $('select#test option[value=' + val + ']').attr('selected', 'selected'); 
}); 

5. Send the value to which you want the select field to default to the form as follows: –

http://yoursite.com/form-with-select/?defaultvalue=two

6. Your select will now default to the value you pass to the page via the query variable.

View a demo here

See also: auto populate contact form 7 input fields with URL parameter

The post Contact Form 7 Default Select Value using URL Query Variable appeared first on Feathered Owl.

The site allows users to browse from a selection of ski chalets and submit a reservation enquiry. First of all I had to work out how to pass the name of the chalet being enquired about to the contact form page. I found this post which told me how to do this using a bit of extra code in the theme’s functions.php file as follows:

// chalet name for enquiry form
function parameter_queryvars( $qvars ) {
    $qvars[] = 'chalet';
    return $qvars;
}
add_filter('query_vars', 'parameter_queryvars' );

function echo_chalet() {
    global $wp_query;
        if (isset($wp_query->query_vars['chalet']))
        {
            print $wp_query->query_vars['chalet'];
        }
}

This sets up a new WordPress query variable called “chalet”, allowing the chalet enquiry form page to be called as follows:

http://domainname.com/chalet-enquiry/?chalet=chaletname

Next, how to insert the value of “chaletname” into the relevant field on the form? Some unsuccessful hacking of Contact Form 7’s text.php module followed by further Googling led me to the Contact Form 7 Dynamic Text Extension plugin which is designed specifically to add this capability to Contact Form 7. The plugin creates a new field type tag for the form called “dynamictext”, which allowed me to create an input field in the form to accept the “chaletname” variable passed to the page as follows:

[dynamictext enquiry-chalet "CF7_GET key='chalet'"]

It works a treat and even better allowed me to leave the Contact Form 7 core code unhacked.

View a demo here

Thanks to WordPress Warrior for the functions.php extension and Sevenspark for the plugin.

The post Auto Populate Contact Form 7 Input Fields with URL Parameter appeared first on Feathered Owl.

The introduction of support for the canonical link element by Google and the other search engines offered a powerful addition to the ways in which duplicate content can be suppressed. The canonical link element and its use has been widely discussed in the blogosphere so I won’t go into it here. Check out Matt Cutts’ Canonical Link Element in 5 minutes blog post for a good explanation if you don’t know about it already.

Back to WordPress. The two popular SEO plugins Platinum SEO Pack and All-in-one SEO Pack have supported addition of canonical link elements to posts and pages for a while now. I noticed recently that on a couple of my new sites using WordPress 2.9.2 there were duplicated canonical link elements in the header: –

<link rel=’canonical’ href=’https://www.featheredowl.com‘ />

which had been added by WordPress and, a bit further down: –

<link rel=”canonical” href=”https://www.featheredowl.com/” />

in the Platinum SEO pack section.

Further investigation revealed that WordPress has supported the canonical link element and added this by default to all posts and pages since version 2.9.0. Now, I don’t know for sure if this is a bad thing, but intuition suggests that duplicated meta data in the header of a Web page won’t make a search engine think it’s a better quality page than if that data was only specified once. So, how to get rid of the duplicates?

It’s easy. Either a) turn off “canonical URLs” in your SEO plugin or b) comment out the following line in wp-includes/default-filters.php: –

add_action( ‘wp_head’, ‘rel_canonical’ );

Personally, I commented out the bit of the WordPress script. After all, the SEO plugin writers thought if it first.

The post Fixing Duplicate Canonical Link Element in WordPress appeared first on Feathered Owl.

Vonage provides a simple, low-cost voice over IP (VoIP) telephony solution for private individuals and businesses. The Vonage service works via a low-cost adapter unit which allows any normal telephone to be conncted to the Vonage network via the Internet. There is no need for a landline – if your Internet connection is via cable or satellite it doesn’t matter.

When you sign up to Vonage you are provided with a UK phone number with a normal geographical (i .e. beginning with 01 or 02) area code. Vonage offers various call plans, the cheapest of which costs £5.99 a month +VAT and gives unlimited calls to UK landlines. Calls to UK mobiles are 13p a minute. For £7.99 a month you can sign up for their “V-Plan 2” call plan which gives unlimited calls to ten European countries including France and Switzerland as well as the USA, Canada, Australia & New Zealand.

Because the service works over the Internet, you can plug your Vonage adapter into your ADSL or cable router anywhere in the world and make calls for the same price as if you were in the UK. Additionally, people in the UK can call you without having to use an international dialling prefix – if their call plan gives them unlimited UK landlane calls (which is pretty standard these days) it won’t cost them a penny to call you or your business wherever you happen to be based.

For businesses which operate in Europe and deal with a largely British clientele, Vonage can offer significant cost savings when communicating with clients prior to them traveling and especially during their trip or holiday when they will only be reachable via their UK mobiles. With Vonage all landline calls are included in the monthly call charge and calls to mobiles cost only 13p a minute irrespective of where the user is. Clients will still have to pay roaming charges if their provider still penalises them in this way, however for businesse such as ski schools in France or Switzerland which make many calls to UK clients’ mobiles when they are in the ski resort, Vonage offers the potential for serious savings on phone bills.

To sign up for Vonage you will need a UK delivery address for them to send your VoIP adapter to and you will have to arrange for someone to send the box to you via post or courier. If you don’t have a UK address you can arrange for delivery to Feathered Owl Technology’s premises in London and we can arrange onward shipment.

Feathered Owl Technology is a Vonage afilliate and has succesfully implemened Vonage for a number of customers. To find out more about the Vonage service and how it can help you save money on call charges in France or Switzerland please contact us via our website where you can also place an order for Vonage via the affiliate link on our homepage. Or you can just click on the Vonage logo at the top of this post.

Feathered Owl Technology is an independent IT consultancy based in London, UK (and various Alpine locations during the winter). To find out how your brand can benefit from our website, search engine optimization, telecommunications & IT consultancy services, please email us or or submit a comment to this blog post.

www.featheredowl.com | info@featheredowl.com

The post Get a UK Phone Number in France or Switzerland with Vonage appeared first on Feathered Owl.

Choppers Bonnets Verbier is the Alps’ leading maker of hand-knitted and crocheted ski hats, beanies and headbands. Now based in Verbier, Chopper and her pompom-maker-in-chief began hatmaking five years ago in the frozen wastes of Zermatt. What began as a way to kit themselves and their friends out in fetching headgear for the slopes quickly grew into a more significant undertaking, with both of them beavering away into the small hours of the winter nights to keep up with demand for what has become the must-have fashion item for the ski & snowboard world’s movers and shakers.

To further spread their message, Chopper recently invested in a new website which was designed by the legendary Andy Oddsock of Ski & Board magazine fame. Despite looking extremely good, the website unfortunately did not make much of a splash in the search engine world, meaning that prospective hat buyers were unlikely to find it in Google, Yahoo, Ask and the many other search engines busily crawling and indexing the World Wide Web.

Feathered Owl Technology was engaged to optimize the website so that it could be properly indexed by search engines and to improve its effectiveness as a marketing tool for the Chopper’s Bonnets brand.

Following the addition of a text navigation menu to all pages of the site, Google and its competitors are now able to follow all internal site links from the homepage, which has increased the number of indexed pages from one to six. The Owl’s creative meta-data writing skills were brought into play to optimise each of the site’s page titles for  subtly different search terms and to encourage viewers of search results containing entries for Choppers’ to click through to the site by dint of engaging and informative page descriptions.

The results are now in – www.choppersbonnets.com ranks #1 in Google’s UK index for the search “handmade ski hats” and #5 in the worldwide index for the same term – and this with a pagerank of zero. In time the site’s pagerank will rise as other websites link to it and Choppers’ many happy customers bookmark it on social networking sites, so expect to see a further improvement in the rankings for searches relating to ski headgear.

A final word must go to the Choppers’ team. The Boss has declared herself  “well happy” with their new-found visibility on the Internet, with her pompom-making sidekick reportedly “over the moon”.  We wish them every success and a busy winter of knitting and crocheting.

The Owl is hoping that Santa will bring him a nice hat for Christmas…

Feathered Owl Technology is an independent IT consultancy based in London, UK (and various Alpine locations during the winter). To find out how your brand can benefit from our website and search engine optimization services, please email us or or submit a comment to this blog post.

https://www.featheredowl.com | info@featheredowl.com

The post Search Engine Optimization for Choppers Bonnets Verbier appeared first on Feathered Owl.

Feathered Owl assisted Alpinemojo Verbier with development and implementation of their new website which went live today (8 November 2009). We optimised the HTML code, implemented a WordPress blog and devised appropriate page title, description and keyword metadata for all pages in the site for search engine optimization according to the client’s requirements.

We are now working on a programme of registration and syndication of the blog with our preferred set of blog and feed consolidation sites around the Blogosphere to maximise the visibility of the blog content and the main site.

Feathered Owl is hosting the website and will provide ongoing search engine optimisation and consultancy services to the Alpinemojo Verbier.

Feathered Owl Technology is an independent IT consultancy based in London, UK
www.featheredowl.com | info@featheredowl.com

The post Alpinemojo Verbier Website Goes Live appeared first on Feathered Owl.

A Brief History of ESM

ESM as a discipline has developed as a result of the widespread migration from centralised mainframe and/or midrange computers to smaller distributed computers that has taken place throughout the IT industry over the past 10 to 15 years. ESM aims to solve one of the major difficulties associated with an IT infrastructure comprising large numbers of small computers distributed over a network, namely that these are inherently more difficult to manage than a smaller number of larger computers. As well as the computer and network hardware and operating systems, applications which run on the computers and which often span multiple computers, networks and geographical locations must also be managed. Many modern distributed computing infrastructures are highly complex; as a result, management of these has become a major challenge.

ESM as a recognised discipline has been around for about the last 10 years, and originated in the networking arena where the problems of remotely monitoring and administrating multiple devices were encountered before the big rush toward distributed computing. A special management communications protocol (SNMP – simple network management protocol) was developed as part of the overall protocol suite (TCP/IP) which allowed network devices from different manufacturers to exchange data with each other. As the computers which were attached to the network themselves became smaller, more numerous and more widely dispersed, network management techniques were extended into the server arena. Although SNMP is still used for the vast majority of network management applications, and remains the only globally-supported standard for server and application monitoring and management.

Basic Principles of ESM

The most basic challenge that any ESM solution aims to solve is monitoring the status of all components of the IT infrastructure and, ideally, the applications that run within in. Like any machine, computers need to be checked periodically to ensure that they are functioning optimally. Consider a scenario where a single systems administrator (SA) is available to monitor all the computers in a company’s IT infrastructure. It takes the SA five minutes to log on to each computer and perform a basic set of health checks. It is not unusual for large companies to have hundreds or even thousands of computers in their datacentres; if it takes 5 minutes to check each one of these, every 100 computers would require one SA simply to perform basic daily healthchecks for a full 8-hour working day. Clearly this is not efficient use of resources.

The solution to this problem is to install “agent” software on each computer and have this perform the healthchecks instead, freeing up the SA’s time to perform more useful activities. A further advantage is that the agent can be configured to carry out healthchecks at frequent regular intervals; in practice, checking computer once a day is simply not sufficient – in cases where business critical functions are supported, computers need to be checked at intervals of five minutes or less. Although each agent software license may cost a few hundred pounds, this will quickly be recouped in time savings for SA’s time which may cost anything up to £500 per day.

If an agent detects a problem, it can be configured to generate an alert message in order to let the SA know that there is something he or she needs to take a look at and fix. This is known as reactive alerting. Ideally, if an agent could detect that a problem was about to happen and send an alert to the SA, allowing preventative measures to be taken to stop it happening, this would be a better state of affairs as there would be no interruption to service. This kind of proactive monitoring is typically what is aimed for by ESM system designers.

Another kind of action which can be taken by a monitoring agent when an actual or impending fault is detected is to initiate a corrective action to prevent or resolve the issue. This is only usually possible where the detected fault (actual or impending) is a recognised one for which a standard fix is available. In such a case, the agent may be configured to execute a command or script to apply the fix. A notification may still be sent to the relevant support staff, however in this case it informs them that a known problem had occurred and has been automatically resolved – no further action is required, although it may be desirable to investigate further to prevent the problem from re-occurring.

The scenarios described above can be though of as an evolution from basic to more sophisticated monitoring functionality: –

ESM Architectures

ESM systems need their own architecture to function effectively. As well as agents which actually do the monitoring, some kind of management server is required to receive and process alerts sent by the agents, with a console to allow alert viewing and agent configuration. A simple generic ESM architecture can be depicted as follows: –

ESM is now generally accepted to be an essential element of any well-designed and managed distributed IT infrastructure. Without an ESM capability, it is virtually impossible to ensure that everything will function properly without support personnel constantly checking all computers and applications. In many larger organisations, ESM is the responsibility of dedicated teams.

ESM Vendors

As distributed IT infrastructures have become larger, more powerful and more complex, the requirement to monitor and control them has increased proportionally. A small number of major ESM “framework” vendors (HP, IBM, CA and BMC) continue to dominate, but an increasing number of smaller players have entered the marketplace, aiming to fill in the gaps not well covered by the framework vendors, concentrate on one specific area and do that better than vendors offering a wider overall capability, or simply to provide equivalent functionality at much lower cost.

Agentless Monitoring

An alternative to deploying agents to every monitored system is to use an agentless approach, with checks on status and health being performed remotely from other computers dedicated to this task. Typically, agentless monitoring is carried out using generic means of accessing the monitored computers provided by the manufacturers. The advantage of the agentless approach is that no additional software has to be deployed to the monitored systems; typically, a user account and password are created for the monitoring systems to periodically log on to the monitored system and perform the desired checks; any detected anomalies result in an alert being raised and sent to the relevant support personnel in the same manner as for agent-based monitoring described above.

The main disadvantages of agentless monitoring are that it can result in higher levels of network traffic between monitored systems and the management server, generally making it less suitable for use over slow-speed network links. Additionally, if contact is lost between the management server and the monitored system, no monitoring can be performed (agent based monitoring solutions invariably support alert buffering at the agent with store and forward capability allowing alerts to be sent to the management server once contact is re-established).

The main advantage of agentless monitoring is that it is generally easier to deploy and maintain as no additional software needs to be deployed to monitored systems and all monitoring configurations are held on the management server. Agentless monitoring also lends itself well to situations when it is desirable to test availability of a service remotely (e.g. a website or email relay server) as this is reflective of how the service is accessed by users.

Network Monitoring

As mentioned earlier, the technologies and techniques used in ESM originated in the Network arena, and continue to be used in pretty much the same way up to the present day. As well as monitoring network devices (hubs, switches, routers, remote access servers and so on) for faults and performance statistics, network monitoring solutions also map the network topology and connectivity (logical & physical) between devices. This connectivity information is vitally important detecting, troubleshooting and resolving network problems. Perhaps the most widely-used application for network device, topology and connectivity monitoring is HP OpenView Network Node Manager (NNM).

A further key function is to manage the configurations of network devices. Network device configurations take the form of instruction sets stored on the hard disk or in flash memory on the device, and can be manually amended via a remote login, or uploaded via FTP (file transfer protocol). In any large network, it is not feasible to manually maintain configurations on all devices individually; it is preferable to store, maintain and update configurations on a central computer and distribute these out to devices on the network as required. Where configuration updates have to be distributed to a number of devices, it may be desirable to schedule these automatically and perform them overnight or at weekends to minimise disruption. If any problems with new configurations are encountered, the ability to “roll back” to a previous configuration which was known to work properly is also valuable.

CiscoWorks is a network device configurations manager used in many sites using Cisco network kit.

Hardware Element Managers

Although they may share common architectural principles or be based on generic standards, each computer hardware vendor’s products are generally sufficiently different to require a proprietary software tool to monitor hardware health and manage hardware configurations such as firmware revisions. Such tools are known as “element managers” and a comprehensive ESM solution will typically contain a number of different element managers from the manufacturers of each type of hardware device in use with the organisation’s IT infrastructure.

Because their functionality is limited to monitoring of specific proprietary hardware, element managers are typically integrated into other generic monitoring tools designed to accept alerts from multiple disparate sources via standards-based interfaces such as SNMP.

Examples of hardware element managers include HP Insight Manager (HP and Compaq server hardware) and Sun Management Centre (Sun Microsystems server hardware), Dell OpenManage. CiscoWorks (see “Network Monitoring”) is also an element manager.

Application Monitoring
Any IT infrastructure exists solely to support the activities of the organisation using it. Functionality is provided to users by software applications; whilst monitoring the availability and performance of underlying infrastructure will go some way toward ensuring that they function correctly, if applications themselves can be directly monitored then a more complete and accurate picture emerges.

Much of the activity in the ESM marketplace in recent years has been concentrated around application monitoring. Infrastructure monitoring is now a relatively mature activity dominated by a small number of established players with official or de facto standards in place. In contrast, application monitoring is a rapidly growing sector with hundreds of vendors providing a plethora of mainly proprietary solutions to satisfy demand created by organisations looking to improve the quality of application service delivery. The adoption of a “service orientated” IT delivery model (where services delivered to users are the focus, as opposed to how well individual elements of the IT infrastructure are working) is further fuelling the interest in application monitoring and encouraging further new entrants into this marketplace.

Although few if any standards have emerged in the area of application monitoring, some common principles and techniques are, at least, used by all solution vendors. Most if not all applications operate via transactions. A transaction is an activity or series of linked activities, which are performed using an application and which deliver a useful result. Examples of transactions include performing a search via a Web search engine, creating a new customer record in a CRM system, running an online management report, making a credit card payment via a secure website and so on.

As discussed earlier, modern IT infrastructures tend to be highly distributed with tens, hundreds or even thousands of computers interlinked via networks being used to deliver applications to users. It is the norm for the successful execution of application transactions to be reliant upon multiple infrastructure components and network connections, all of which must be functioning effectively. Applications may also be reliant upon other applications, which themselves have their own infrastructure and perhaps application dependencies. Take the example of a Web-based application provided by an airline which allows customers to view schedules and book seats. The infrastructure which supports the application is as follows: –

A typical transaction would be to request information on available flights and prices for a specified origin, destination and date as the first step in booking a flight. The sequence of operations is as follows: –

1. User enters address for website in their Web browser
2. User selects link to “book flights” form (page); form is loaded from Webserver into Web browser
3. User enters “From” and “To” airport, date and whether it is a one way or return flight; click on “Search Flights”
4. Information entered into form is sent to application server which in turn issues a “select” statement against the back end database to find all data matching the criteria entered into the “book flights” form
5. Data matching the selection criteria are sent back to the application server by the database server
6. Data are formatted for display in the “book flights” webpage by a script running on the application server
7. Formatted Web page containing requested data is uploaded to the Web server
8. User’s Web browser displays updated web page with available flights, times and prices

So, even a relatively simple everyday transaction is made up of a number of steps and reliant upon a number of different pieces of infrastructure and software, all intercommunicating over a network. Each of these components is monitored using the appropriate element manager (server hardware), agent & management server (server operating system, database, application and webserver processes), network monitoring tool (network devices, topology & connectivity) and agentless monitoring tool (flight booking website availability). To complete the monitoring picture, it is necessary to monitor the individual steps making up the overall transaction to ensure that: –

a) Each transaction step completes successfully

b) Each transaction step completes within the required time limit

c) The overall transaction completes successfully

d) The overall transaction completes within the required time limit

Typically, a number of approaches may be taken to monitor the application transaction. One way is to use a robot to periodically perform the transaction in order to simulate what is being done by real users. If this synthetically-generated transaction fails or takes too long, then it is reasonable to assume that the same problem would be experienced by a real user.

Another approach would be to install a piece of agent software onto the PC from where the user is accessing the application, and to monitor the stream of instructions being processed by the PC operating system as the transaction is executed. An agent could also be installed on the application server and work in a similar manner. The advantage of this approach is that all transactions being processed by the application server are visible, as opposed to the far lower number of transactions that would be executed on a single user’s PC. These approaches are known as client and server instrumentation.

Another approach again is to use a network probe to capture data being transmitted over the network and deduce what transactions are being performed, by whom, from which locations, how long they are taking and whether they are successful from the captured data.

In each case, the monitoring technology used needs to be configured to recognise the application transactions to be monitored. In the case of synthetic transaction generation, this is done by “recording” transactions executed by a real user; in the case of client or server instrumentation or network data capture, this can be done either by performing sample transactions on an otherwise quite server/network infrastructure, or, as is more common nowadays letting the technology capture data for an extended period so that it can “learn” which transactions are taking place and whet they do from the information contained within the captured data.

The choice of approach for application monitoring will depend on many factors such as infrastructure platforms used, application architecture, number of users, transaction volumes, size of network and others considerations, not least price. Once configured, the chosen monitoring tool will generally need to be integrated into the incumbent framework application (if present). Alternatively, most application monitoring vendors supply their own full-capable management server, administration and event browser consoles.

The post Enterprise Systems Management Concepts appeared first on Feathered Owl.

What is ESM?

Enterprise Systems Management is concerned with control, monitoring and the management of IT infrastructure and applications in order to optimise IT service delivery.

It’s been around for a number of years and came into existence as a direct result of the almost universal adoption of distributed network computing and the new set of management challenges this created. ESM is essentially based on a marriage between remote monitoring and configuration techniques originally developed for distributed networks and control and management practices borrowed from mainframe and midrange computing environments.

A well-designed and properly-implemented ESM solution allows IT personnel to support and manage a larger, more complex and more geographically-dispersed IT infrastructure than would otherwise be the case. This is achieved primarily through automation of monitoring tasks which would otherwise require periodic manual checks of every system to ensure that the network devices, servers and applications used by an organisation were functioning properly.

Automated notification of detected faults allows personnel to rely on the ESM systems to tell them when there is a problem that requires their attention, enabling them to use their time more productively on project delivery and other “value add” activities. In some cases it is possible to delegate the resolution, as well as detection, of problems to the ESM systems, providing further opportunities for efficiency savings.

Performance monitoring, tuning and capacity management techniques – again borrowed from larger host-based computing environments – also fall under the “ESM” banner. Other activities such as job scheduling, software distribution, IT inventory management and data backup/restore may be included in a wider definition of ESM depending on the particular requirements, culture and structure of an organisation.

In recent years, ESM has evolved from a primarily technology-centric to an increasingly service-centric discipline, as organisations embrace IT Service Management (ITSM) in the drive to deliver continued competitive advantage through technology. The emergence of ITSM best practice frameworks such as ITIL has prompted a paradigm shift in which the “traditional” ESM disciplines of network, server and application monitoring, performance tuning and capacity management have become components of a more holistic, business process-aligned effort to maximise IT service quality, availability and continuity. It is becoming increasingly common to see ESM being used as an enabler for ITSM by providing better visibility of the availability and quality of IT services delivered via IT infrastructure and applications.

The principal benefits which organisations derive from ESM are as follows:-

• Reduced IT headcount required to support a given size of IT infrastructure leading to salary savings and/or increased resource availability for project & development work
• More efficient utilization of valuable technology assets allowing upgrade or expansion costs to be avoided or deferred
• Increased availability and performance of technology infrastructure and applications meaning that users can work more efficiently and business is not lost to competitors when applications are down
• Optimisation of IT service delivery leading to improved customer satisfaction and perception of IT as a business enabler rather than just a cost

As globalisation and the rise of the Internet dictate ever-increasing increasing reliance on technology to remain competitive, ESM is becoming an essential aspect of organisations’ IT activities and a large number of products from many vendors are now available to support implementation of solutions to support their requirements in this field.

How we can help

Many companies’ ESM environments consist of isolated solutions which may monitor the health and performance of servers, networks, websites and so on reasonably effectively, but fail to provide an overall view of the health of the IT services used by the business to go about their daily activities.

We can provide best practice insights into your existing IT processes, the data they employ and the applications supporting them. We help you produce an architecture, deployment plan and technology recommendations that supports your business needs from immediate tactical benefits towards a fully integrated ESM environment.

We work to ensure our customers reap the significant benefits which can be provided by ESM solutions if the right tools are selected and implemented properly in line with real requirements according to established IT best practice.

We deliver an ESM solution precisely tailored to each customer’s specific requirements, leveraging existing tools wherever possible or based on the most suitable products selected from the ESM marketplace – a marketplace which we know inside out.

Our service is aimed at:

• Companies undertaking IT Service Management (ITIL) programmes
• Companies with existing investments in ESM tools considering replacing them or otherwise unhappy with them
• Companies with an existing ESM capability that is primarily technology/silo focussed and who want to develop “up the stack” into application and service management – frequently this will be as part of a wider IT Service Management initiative (see above)
• Growing companies moving (or wanting to move from) from “cottage industry” to “industrial strength” IT
• Companies with application performance issues
• Companies with large complex IT estates that are difficult to support with the available staff
• Companies wishing to downsize IT support departments
• Companies who have recently merged with/taken over other companies

Our Approach

It is rare these days to find an organisation which has no ESM capability whatsoever and, even the smallest company may have some basic monitoring or performance management systems already in place. However, irrespective of whether you have nothing, or are just starting out or have already invested extensively in ESM solutions don’t worry – the service offering is aimed at all companies regardless of their current level of ESM capability.

The steps in our approach are as follows: –

Current State Analysis

We begin with an analysis of the client’s business activities, organisational structure and IT systems. We look in detail at existing ESM activities undertaken by various teams within the organisation, including identification of any existing processes whether formal or de-facto, documented or undocumented.

The purpose of the analysis is to allow us to generate the ‘ESM Big Picture’ which is fully characterises the client’s current ESM setup. It shows business processes, applications associated with these and the infrastructure elements that support them.

The main purpose of the ‘big picture’ is to show the client how they are currently set up and forms the basis for mapping the changes to the current working practices which may be required in order to assist the company migrate to a new ESM strategy. The company can see the amount of effort it requires to undertake, the underlying benefits if it does and the tools they need to fully manage applications and their underlying infrastructure from a business perspective, increasing performance and availability while helping to reduce costs.

Process Redesign

Having established the current ESM capability a company has we then focus on redesigning processes tailored to meeting their business objective and creating an ESM solution. When designing the new way of working we leverage best practice frameworks such as ITIL and FCAPS and, most importantly, draw upon our consultants’ extensive experience of designing, implementing and supporting ESM systems in some of the largest companies in the world. The current level of capability has a bearing on what we would do; the following commonly-encountered scenarios will serve to illustrate this point: –

No ESM Capability

These companies are usually:

• New start-ups building technology infrastructure from scratch or an established company with few if any implemented management tools
• Organisations undergoing complete technology refresh across some or all of their IT infrastructure and/or application stack

In this case we would:

• Define monitoring requirements for infrastructure and applications
• Align requirements with wider IT processes e.g. ITSM, application development lifecycle, operational handover (this stuff is in itself another big opportunity we should look at in more detail sometime)
• Define ESM service in terms of activities, roles, responsibilities & processes, including integration with and amendment of existing processes if any
• Design the new ESM functional architecture.

Immature and Fragmented ESM

In this instance ESM systems tend to have grown up in a fragmented fashion over a period of time. Different teams and/or silos have implemented vendor-supplied or home grown solutions to satisfy their own requirements. Functionality is not always consistent across silos/departments and there may be little or no integration between the various tools and/or correlation of the information generated by them. There may also not be a clear ownership of or accountability for ESM and processes around ESM are inconsistent or absent altogether.

To address these issues we would do some or all of the following: –

• Work with client to define “target mode of operation” for ESM and define any replacement or new processes, roles & responsibilities to deliver this. We would also include linkages or enhancements to other IT processes e.g. Change Management, Release Management, Operational Acceptance, Application Development Lifecycle, Datacentre Installation etc.
• Identify unmonitored technology platforms and applications and define requirements for these
• Define consistent monitoring requirements for platforms which are already monitored but inconsistently
• Where fit-for-purpose monitoring exists but is undocumented, “reverse engineer” monitoring requirements documentation
• Identify tools within exiting portfolio which are fit-for-purpose, agree adoption as standard with relevant stakeholders; may require ask to market (RFI/ITT etc.)
• For functional gaps, identify suitable new tools or extensions to existing tools to fill these
• Design overall functional and technical architecture for ESM and identify required product integrations.

Too Many ESM Tools/Vendors

In this instance companies face an inflated cost of ownership due to; requirements to maintain diverse range of skills within organisation, higher overall support contract costs with numerous individual vendors, increased complexity and product integration overhead within ESM architecture.

This results in a higher unit cost for new product acquisition due to reduced supplier leverage as well as inconsistent monitoring functionality across platforms supported by groups using different tools. Incident troubleshooting may be more difficult due to different tools across service delivery infrastructure.

To address these issues we would do some or all of the following: –

• Define and/or reverse engineer functional requirements for monitoring
• Determine which tools from their portfolio can satisfy which requirements
• Invite proposals from vendors to extend coverage of their tools and buy out other vendors products
• Design new overall technical architecture for ESM
• Present and agree proposed product selection(s) and architecture with stakeholders to get their buy-in.

Mature Component-Based ESM, Needs to go to Next Level

Such organisations have probably been doing ESM for a while and have good coverage at the component level (network, servers, databases, webservers, storage etc) but lack the visibility of end-to-end application and service availability and performance.

There is likely to be a dedicated ESM organisation working to defined processes and agreed service levels; alternatively ESM accountability and activities may be distributed across a number of teams (e.g. server support, DBAs, Network ops).

Typically, organisations in this position need to extend their ESM capabilities to provide monitoring and reporting for end to end applications and IT services delivered to the business. They will have evolved their overall IT operation to the point where they have started, or are contemplating adoption of IT Service Management in order to optimise IT service delivery.

To assist in this process, we would align with any ITSM programme being undertaken and identify the additional functional requirements associated with new processes being implemented within the IT organisation. If there is existing data and/or documentation of business processes and the end-to-end applications which support execution of these, these can be used to build up metadata defining the relationships between components, applications and services (this is one of the cornerstones of ITSM; ITIL prescribes the enshrining of these in a configuration management database or CMDB). Alternatively it may be necessary to undertake some business process analysis to help in the definition of these CMDB relationships.

What is then required is to select new and/or additional tools which will: –

• Deliver the required CMDB capability to store the component-application-service relationships and appropriate processes or process enhancements/linkages to ensure that these are kept up to date (e.g. Change Management, Moves/adds/changes, decommissioning etc.) Ideally, CMDB relationships are protected and maintained through an over-arching Configuration Management process that is implemented as part of wider ITSM implementation
• Present real-time and historical ESM data (typically alerts and performance data) within the context of e2e applications and IT services delivered to the business (e.g. server goes down which impacts three applications all using a database resident on it which in turn impacts three different lines of business – as opposed to “a server is down”)
• Allow correlation between alerts from multiple sources (e.g. server monitoring, database monitoring, network monitoring, end-to-end (e2e) app transaction monitoring, external website availability monitoring) and determination of root cause (e.g. server has become inaccessible but only because the network link to it has gone down). Instead of generating multiple alerts, only root cause alert is escalated – symptomatic alerts are suppressed or presented in association with root cause)
• Do the same as above, but retrospectively. This capability allows historical root cause analysis and identification of “systemic errors” within the IT environment – which is what ITIL call “problem management”
• Allow a knowledge base of known alerts and resolutions to them to be built up and presented to operations staff via the ESM tools when alerts are detected. The endgame of this process is to automate fixes to known errors within the ESM tools themselves. Removing the need for human intervention altogether

There are many other possible scenarios and whatever you current ESM Capability we tailor our service to create a comprehensive solution to meet your specific business requirements.

Technology Selection

We are experts in translating strategic ESM business requirements into a technical specification. This is a document which defines the specific ESM technical requirements based on the solution we would have designed and the new working practices.

We document the requirements in some or all of the following depending on the scope of the engagement: –

Network Management

• Automated monitoring of distributed IP networks
• Fault, Configuration, Availability, Performance and Security management
• Network performance management
• Network inventory and configuration management.

Systems Management

• Automated monitoring of distributed UNIX and Wintel computers; also midrange systems e.g. Vax, AS400
• Server performance management
• Monitoring of storage infrastructure (SAN, NAS, Backup/restore etc)
• Database monitoring
• Inventory management.

Application Monitoring

• End-to-end monitoring of distributed (client-server, N-tier etc) and host-based (UNIX, VMS, mainframe etc) applications e.g. C++, Visual Basic, .NET, J2EE, SAP, Exchange
• Application performance troubleshooting and optimisation.

Capacity Management

• Server, network, SAN, database, webserver, Email etc. performance troubleshooting & optimization
• Application capacity management
• Optimization of application transaction performance
• Application governance – ensuring applications perform in line with SLA when released and on an ongoing basis throughout their lifetime.

IT Service Management

• Integration of Systems, Network & Application monitoring tools with IT Service Management dashboards & Configuration Management databases
• ITIL Service Delivery (Service Level, Availability, Financial etc)
• ITIL Service Support (Incident, Problem, Change etc)
• ITIL Configuration Management.

The deliverable is a detailed design specification which includes the new ESM big picture alongside specific requirements describing the new processes the workflow and data flows.

We are supplier independent which allows us to be objective when selecting the appropriate technology and supplier to deliver the solution. However we know the latest tools and technologies which allow us to target only suppliers with the relevant technologies thus saving time and ‘searching’ for appropriate solutions. We have indepth knowledge of;

• HP OpenView
• BMC Patrol
• Micromuse (IBM) Netcool
• NetIQ
• Microsoft Operations Manager
• Mercury BTO
• Managed Objects Formula
• Others – we are constantly reviewing the latest in ESM technologies.

We usually go through a two stage approach filtering out in appropriate solutions and allowing 3 potential suppliers to show us how they would map your requirements to their technology and how it will deliver the benefits sought.

We help you put together a selection criteria around areas such as, the company and it’s background, it’s financial stability, the technologies they use (are the appropriate the latest etc.), where have they done similar projects before & are they referenceable, how well their solution meets your functional and technical requirements, What are the implementation costs, and the 5 year overall costs. We also review the SLA’s to make sure they provide the support your business needs? We can also help negotiate contracts to get you the best deal.

Technology Implementation

ESM projects are prone to failure because they are not managed correctly and this results in the supplier delivering s solution that ‘looks pretty’ but does not actually do what you wanted it to do.

No company buys an ESM solution for its own sake. Companies buy the benefits which improved technology can bring. There is no return to be had on investing in software while preserving the status quo.

As a result, the successful introduction of a solution is always accompanied by improvements to working practices and business processes. This introduces a number of challenges: –

• The ESM solution is purchased and installed to match the improved ways of working
• The introduction of this new technology and the changes in working practices consume management time, and normally the same individuals are key to both processes and to the day-to-day running of the company. This is the main reason why IT projects finish late and/or fail to deliver the benefits sought as time cannot always be dedicated to making sure the solution is delivered and works
• While most suppliers will do a competent job of configuring a solution that contains a given set of technical capabilities, they do not possess the skills (and are not contractually obliged) to ensure that the solution is correctly used (or used at all!)
• There are significant “transition” issues for which the supplier will not responsible. This includes ensuring that your staff are trained and ready to start new working practices on a given date, and finding a way to initialise the system without stopping business operations.

These are the things that a company must do internally to be ready for the new system and hence there are a number of tasks which need to be undertaken, on top of those contracted to the supplier. We help you setup an appropriate internal project team and facilitate the delivery of the new solution and its benefits.

1. Project Governance

The supplier is contracted to provide a configured solution. They will provide a project manager to ensure that their tasks remain on time and budget. However, the supplier is not responsible for organising your staff who will have a long list of tasks which they must complete (these include developing, testing, migration planning and training to the end users. Responsibility for ensuring that these tasks are scheduled correctly and completed on time is the company’s.

We put in place project governance and a project manager who will be responsible for managing the day to running of the project both externally, with the supplier responsible for assessing the risks inherent in any project. Actions can be taken to reduce and mitigate risk. However, many of these actions cost money, reduce the benefits accruing from the project or have other downsides. It is the project manager’s job to ensure that a sensible balance is maintained in the risk profile of the project.

We create the internal project plan detailing all of the tasks which must be carried out, who is responsible for each, what needs to be done, by when and in what format the output needs to be.

2. Requirements authority

The Supplier will expect a single contact-point in your project team who can give them rapid and clear answers to questions that arise during the construction of the solution. It is inevitable that issues and questions will arise when an idea is fully thought through, and this thinking will be happening right up to delivery of the solution.

We manage this interaction. Our technical consultant and project manager will closely monitor the supplier during the design and build stages and will be the main point of contact to address all process and/or technical questions from their project manager and their developers. This is a key stage in the project as if the design and build do not exactly replicate the ESM requirements, then the supplier will deliver a solution that meets only a few of your project objectives.

3. Test management

Once the supplier has built the solution they will send it over to you for final testing. You need to test it to make sure that it does ‘what it says on the tin’.

Hence it is very important that your project team fully test the solution before they rely on it. This is an onerous task – every feature in the solution needs to be tested with example data, including situations which may arise only rarely. Tests are required to ensure that some things don’t work.

We assist you in creating test scripts for all process and situation eventualities, we will assist in setting up the testing environment, we will facilitate the testing of the system by the internal project team. We will be able to identify whether a problem found is due to the business process or a bug in the solution. We will then be able to go back to the supplier and explain the problem and get them to fix it.

4. Training

The supplier will provide training in the use of their solution. But this only trains people on the mechanics of how the solution is setup. The supplier has an incomplete understanding, at best, of the conventions of your new ESM strategy and how the solution works to attain that strategy. Training in the use of the solution needs to be given simultaneously with a description of changes in working practices. These changes are often politically sensitive and have to be presented carefully.

We help your project team put together a training plan. We would recommend that the key project members are fully trained on the system and train the other individuals who will use the system, this allows your company to share the knowledge of the system between many and be responsible for training others.

5. Go-live

There are always problems that arise on the days before and after go-live. Very often, tasks in the last few days in the project overrun and contingency plans have to be put in place to allow the system to go live without all the pieces of the jigsaw in place. There are always users who have forgotten their training or who find an unusual situation that wasn’t addressed. This phase often coincides with the supplier handing over the project from development to support teams, which can raise problems of its own. We will be on hand with the key project team to ensure the smooth transition to the new system and to deal with any problems that arise.

Post Implementation Review

Following implementation and handover of the ESM solution but before project closure we will conduct a post implementation review (PIR) to verify that the project has done what it set out to do, i.e. that all the objectives have been met and that each identified requirement has been satisfied. The PIR is the final activity in the quality management process which goes on throughout the project’s lifetime.

As many of the benefits of ESM solutions are realised over time after implementation, we will help customers define ESM key performance indicators (KPIs) and develop data capture and reporting mechanisms – often as part of the solution itself – that will allow the improvements in IT service availability and quality following project completion to be measured.

Final Thoughts

ESM is now seen as a business critical area which allows IT departments to better serve the other functional elements of a business.

Feathered Owl Technology has a thorough understanding of the ESM marketplace and has strong relationships with leading vendors. Our In-depth understanding of IT infrastructure, operations and support and real-world experience of IT Service Management and the use of ESM to support its adoption, allows us to create a comprehensive ESM strategy tailored to a company’s individual needs.

We do not ‘sell’ a technology and are therefore better positioned to take an objective view when selecting the most appropriate technology. We manage and execute a full ESM project lifecycle:

• Current situation analysis (if applicable)
• Requirements analysis
• Project scoping, definition of objectives, benefits calculation and business case preparation
• Solution design, product selection & assistance with procurement cycle (if desired)
• Solution development, product customization, integration & testing
• Operational process development and/or optimization
• Solution deployment, training, documentation and handover
• Post implementation review

Unlike other consulting firms who are only technology focussed, we are business focussed and look at creating working practices that have a direct impact on a company’s bottom line. Irrespective of a company’s size, business sector, we have many years’ experience of ESM and a comprehensive knowledge of the ESM marketplace – we really have “been there and done it”.

We offer a free, no obligation ESM “healthcheck” during which we will conduct an initial audit of any existing ESM tools and processes, carry out initial requirements analysis and suggest ways in which your organisation’s ESM capability can be enhanced to improve IT service quality and deliver lasting benefit to the business.

To find out how we can help you with your ESM needs or to arrange a healthcheck, contact us via the Feathered Owl Technology website.

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