Capture physical server data
Physical servers are devices and hardware that are tangible assets owned by an organization . Virtual servers are run on top of physical servers which are located in different locations around the world. Documenting physical servers and their virtual servers and where they are located is critical for disaster recovery management.
Users with the user profiles Portfolio Manager and Portfolio Admin can add and edit physical servers in Alfabet. Click for an overview of permission concepts.
In the navigation panel, click Technical Architecture > Physical Servers. Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench or you can navigate to a physical server's content area and define it in more detail there. Click to learn about how to use data workbenches.
Go to Technology Architecture > Physical Servers data workbench and click New > Physical Server.
Click the Navigate button next to a physical server to open its content area. Specify the physical server's attributes as well as the relationships that the physical server has to other assets in the repository.
Try to capture as much information as possible about the physical server because complete data considerably improves the results of business questions and other analytics.
Once a physical server is in the repository, you can define more details about it in the Physical Servers data workbench.
Per default, the data workbench displays a limited set of basic attributes. You can add more columns via the Structure column to capture other attributes directly in the data workbench.
Or specify and analyze the physical server in detail in its content area . In the data workbench, click the Navigate button for a physical server to open its content area > Overview page.
Define the physical server's basic data.
- Name: (Mandatory) Enter a unique name for the physical server.
- Version: (Mandatory) Enter a version number for the physical server. The name and version number of the physical server should be unique.
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Release Status: (Optional) This is an approval status and typically indicates the level of quality of the information about the physical server. The release status determines whether a physical server can or cannot be deleted. Possible values are:
- Draft: The physical server has only mandatory data defined.
- Under Review: The physical server is documented and being reviewed. A physical server with this release status cannot be deleted.
- Approved: The physical server has been approved by the responsible stakeholders. A physical server cannot be deleted when it has an approved release status. A physical server with this release status cannot be deleted.
- Data imported: The data regarding this physical server has been imported from an external system. Additional changes may be required to improve the data quality. A physical server with this release status can be deleted.
- Trash: The physical server is no longer valid and can be deleted.
- Serial Number: Enter the physical server's serial number.
- Location: Select the location where the physical server is.
- Virtual Servers: Specify the virtual servers that run on the physical server.
- Authorized Access tab: The user who creates the physical server is the authorized user per default. This can be changed. Select one or more authorized user groups that shall have write permissions to the object. All users in the authorized user group can edit the physical server.
- Description: Enter a meaningful description that will clarify the purpose of the physical server.
Define the physical server's lifecycle. Go to the Lifecycle Data attribute section and specify the following:
- Start Date and End Date: (Mandatory) The start and end date captures the period when the physical server is actively running and can be used in the company. This is also when the Object State attribute should be specified as Active. Click the calendar icon to select the date or enter the date in the date format Month/Day/Year. For example: 4/30/2023
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Object State: (Mandatory) The object state describes the use of the physical server in the real word. This can be understood as the operational status of the physical server. Possible values are:
- Plan: The physical server is proposed to be used and still in the stages of planning and building.
- Active: The physical server is currently and used now. The active period begins with the physical server's start date and ends with the end date.
- Retired: The physical server is no longer used.
The object state should be changed from Plan to Active once the physical servers start date is reached. It should be changed to Retire when the physical server's end data is reached.
Assigning users and organizations to roles is critical to understanding responsibility for assets in the IT and is required to answer the business question Who is responsible for our assets?.
Responsibilities are based on preconfigured role types. Your company may also configure custom role types via the Portfolio Admin user profile. Depending on the role type, a specified user and/or a specified organization may fulfill the responsibility for the physical server. A user assigned responsibility via a role has read-only permissions to the physical server. To change data about the physical server, they must also be specified as an authorized user or member of an authorized user group.
Roles can be assigned to a physical server in the Physical Servers data workbench or the physical server content area via Overview > Responsibilities.
Each role column represents the responsibility that a user or organization has for the physical server. A person or organization can have one of the following roles or a custom role added by your company:
- Asset Owner: A person or IT organization that owns the physical server and thus typically responsible for approval decisions.
- Stakeholder: A person or organization that has an interest in the physical server and therefore requires read-only access permissions.
- Click a column cell to open a selector to define the role for the physical server. Depending on the role column, the selector may have a section for both Person and Organization.
- Expand the relevant section and select the person or organization to assign their role to the physical server.
Go to the phyical server's content area > Application Context > Relationships attribute box. Specify the applications that the physical server deploys in the Deployed Applications field.
You can see the lifecycles of the applications in the Deployed Applications - Lifecycles.
The following business questions are relevant for the analysis of physical servers: