Find out how Morningstar built a stronger operations system with effective cloud lifecycle management.

1. © Copyright 2/10/2015 BMC Software, Inc1
Delivering Operations Management
Success at Morningstar: A Case Study
Monitoring Cloud Lifecycle Management (CLM)
Tod Paton
Senior Consultant
Advantis Management Solutions
Graham VanSwearingen
Operations Manager
Morningstar Inc.

2. © Copyright 2/10/2015 BMC Software, Inc2
Agenda
1. Overview
Event Management at Morningstar
2. Customized Solutions
CLM Event Management at Morningstar
3. Working with a BMC Partner
Building Strong Relationships
4. Q&A

3. © Copyright 2/10/2015 BMC Software, Inc3
Effective IT Service
Assurance to Bridge
the Gaps in your
Organization
BMC Partner
• Focused on helping service organizations obtain their
goals by reducing complexity and reducing costs
• We serve a broad group of enterprises within both
the public and private sectors
• Our core company values are deeply rooted in the
development of long-term relationships
• Our client experience includes trust, reliability, and
mutual loyalty
• We are there when you need us

4. © Copyright 2/10/2015 BMC Software, Inc4
Morningstar’s growth has
been driven, in part, by our
practice of continually
adopting new technologies
and integrating them with our
products.
• Mission is to create great products that help investors
reach their financial goals
• A leading provider of independent investment research
in North America, Europe, Australia & Asia
• Provides data on approximately 473,000 investment
offerings
• Client solution developer
• SaaS Provider for our clients
• Maintains own financial data
• Hosts the majority of consumed IT resources
• Unified IT provides support for product & employee
technology

5. © Copyright 2/10/2015 BMC Software, Inc5
Morningstar Challenges
• Information rationalization
from systems
• Latency in response time
• Workflow management
• Automation toolsets
• Ticketing system
• Rapid client requirements
• Dynamic environment
• Diverse offerings and
requirements
Embracing
Technology
Early
Adopters
Information
&
Accessibility
Do-it-
ourselves

6. © Copyright 2/10/2015 BMC Software, Inc6
Customizing Event Management Tooling
Advantis’ Key Role
• Transformation from architecture
• Implementation and testing
• Knowledge transfer
Additional Project Roll-outs
• Cloud Lifecycle Management (CLM)
• Remedy Change Management
• Remedy Incident Management
Experience
Architecture
Team
Management
Innovations

7. © Copyright 2/10/2015 BMC Software, Inc7
BMC Rollout - Timeline
ADDM/CMDB
BPPM/TMART/SIM
EUEM CLM Monitoring
CLM
August
2012
June
2012
August
2013
March
2012
March
2013
March
2014
Remedy Incident
Remedy Change
Event Management ITSM and Provisioning

8. © Copyright 2/10/2015 BMC Software, Inc8
CLM Event Monitoring Solution

9. © Copyright 2/10/2015 BMC Software, Inc9
CLM Architecture
Overall

10. © Copyright 2/10/2015 BMC Software, Inc10
CLM Architecture
AO integration to Infoblox

11. © Copyright 2/10/2015 BMC Software, Inc11
CLM Architecture
Resiliency at every level of
Remedy

12. © Copyright 2/10/2015 BMC Software, Inc12
CLM Architecture
BNA and VMware

13. © Copyright 2/10/2015 BMC Software, Inc13
AR Mid Tier (3)
AR System Server (3)
Atrium Core Registry (2)
CMDB App Servers (3)
CMDB
Cloud Platform Manager
BSA App Server (3)
BSA File Server
AO Grid (3)
BNA Server
BNA RDA (2)
Database
Morningstar implemented BMC Cloud Lifecycle Management with complete redundancy
BPPM Central
BPPM Leaf
BPPM Integration Server (8)
Atrium Core CLM TrueSight Operations
Management
CLM Architecture

14. © Copyright 2/10/2015 BMC Software, Inc14
Specific KMs for
MS SQL, Remedy and BSA
CLM Log Scraping for
Error Conditions
Total CLM Monitoring
Tx
CLM KMs
Log Monitoring
Generic App Monitoring
Base OS
CLM Service
and
Process Event Detection
Server Event Detection
(CPU, Memory, File system)
Synthetic Transaction Implementation

15. © Copyright 2/10/2015 BMC Software, Inc15
Customized
MonitoringSystem
Base Monitoring BMC Patrol & Operating System Knowledge
Generic Application
Monitoring
Windows Service monitoring (up/down)
Log Monitoring All key applications logs parsed for keywords
Application Monitoring
SM SQL Monitoring (MS SQL KM)
Remedy Monitoring (Remedy KM)
BSA Monitoring (BSA KM)
Transaction Monitoring
TMART Synthetic transaction for application
functionality
SLO checks for verification of adherence to
response and availability requirements

16. © Copyright 2/10/2015 BMC Software, Inc16
GenericApplication
Monitoring
Blade Network
Automation
TFTPServer (TFTPServer.exe)
enatomcat (tomcat7-64.exe)
AO_CDP (BAO CPD.exe)
Mid-Tier
TOMCAT6 (tomcat6.exe)
<date>.request.log
Blade Server Automation BL Application Server (appsvc.exe)
Atrium Orchestrator
AO_AMREPO (Repository.exe)
AOOCP (BAO OCP.exe)
AO_CDP (BAO CPD.exe)
VC Machine
rscd log
bl-vmware log
All RSCD (RSCD.exe & RSCDsvc.exe)

17. © Copyright 2/10/2015 BMC Software, Inc17
CLMComponent
LogMonitoring
Platform Monitoring*
csm.log
<date>.request.log
EAR Server
ar error log
ar plugin log
ar monitor log
arfilter log
cloud plugin log
BBSA Server*
appserver.log
job_deployment.log
config_deployment.log
VC Machine
rscd log
bl-vmware log

18. © Copyright 2/10/2015 BMC Software, Inc18
Remedy Knowledge Module

19. © Copyright 2/10/2015 BMC Software, Inc19
Remedy Knowledge Module
Optimized
Optimized for
performance
through remote
monitoring
Dedicated server
Dedicated
server for
monitoring
Remedy
Remedy API
Remedy API can
provide
statistics (if
enabled)
Statistics
(But) Statistics
disabled at
Morningstar to
optimize
performance

20. © Copyright 2/10/2015 BMC Software, Inc20
Blade Server Automation KM

21. © Copyright 2/10/2015 BMC Software, Inc21
Blade Server Automation Knowledge Module
Optimized for
performance through
remote monitoring
Dedicated server for
monitoring BSA
BSA API provides
statistics

22. © Copyright 2/10/2015 BMC Software, Inc22
Synthetic Transactions using TM ART

23. © Copyright 2/10/2015 BMC Software, Inc23
Cloud Lifecycle Management Transactions
Morningstar uses TM ART extensively to exercise
their applications and find issues
CLM was no exception and a number of
transactions were created to validate CLM was
working and performing optimally

24. © Copyright 2/10/2015 BMC Software, Inc24
Remedy Transactions

25. © Copyright 2/10/2015 BMC Software, Inc25
Remedy Transactions
A holistic transaction was
created to test the
Remedy cluster
Transaction uses the
Virtual Name as its
connection point and
logs into Remedy and
views a Form.
On failure this
transaction will truly
indicate that Remedy is
not available to
Morningstar’s customers
Domain account for
authentication, tests the
Remedy to LDAP
integration
Transaction is in place in
production and has been
fully tested

26. © Copyright 2/10/2015 BMC Software, Inc26
Cloud Lifecycle Management Transactions

27. © Copyright 2/10/2015 BMC Software, Inc27
Cloud Lifecycle Management Transactions
A transaction was
developed to test CLM
by logging into MCSC
Portal and browsing
the Service Catalog
This is also done with
a domain user to test
the LDAP integration
during the transaction

28. © Copyright 2/10/2015 BMC Software, Inc28
Valuable Lessons

29. © Copyright 2/10/2015 BMC Software, Inc29
Valuable Lessons
Working with the Right Partner is Key
Expert knowledge on the tools in-house from day 1
Seasoned implementation know-how
First rate knowledge transfer
Shortened learning curve for the whole team
You don’t have to “figure it out on your own

30. © Copyright 2/10/2015 BMC Software, Inc30
Q/A

31. © Copyright 2/10/2015 BMC Software, Inc31
Thank You.
TPaton@advantisms.com
Graham.VanSwearingen@morningstar.com
@tod_paton
@clshfan
http://www.advantisms.com
www.linkedin.com/in/tpaton
www.linkedin.com/pub/graham-vanswearingen/2/27b/977
http://www.advantisms.com/advantis-blog/