Updated to the 2011 Foundation syllabus, this study aid from the Offi cial Publisher of ITIL offers an invaluable overview of the ITIL framework. An engaging fi ctional case study runs throughout the publication to help bring service management to life, and mind maps at the end of Chapters 2 to 9 provide a useful revision tool. You can test your understanding with sample questions, which appear throughout, and a mock exam at the end. All answers are thoroughly explained to aid understanding P a and make sure that you are as prepared as possible for your s s Foundation exam. i n g Passing your ITIL Foundation Exam is an essential aid for all those y o preparing for their Foundation exam. u Passing your ITIL® Foundation Exam r I T I L d by AP ® e ors M G Fo d r u n o n u E p d a compatible r t IT product o io IL edit n Official A c c r Ex a m M ANA T G S E E M Updated to the 2011 syllabus B E N T P www.best-management-practice.com R T A C C U T DORP E CI 7495 ITIL Foundation Cover V1_0.indd 1-3 22/02/2012 15:27 Passing your ITIL® Foundation Exam London: TSO 7522 Passing your ITIL exam v0_5.indd 1 17/02/2012 11:58 Published by TSO (The Stationery Office) and available from: Online www.tsoshop.co.uk Mail, Telephone, Fax & E-mail TSO PO Box 29, Norwich, NR3 1GN Telephone orders/General enquiries: 0870 600 5522 Fax orders: 0870 600 5533 E-mail: [email protected] Textphone: 0870 240 3701 TSO@Blackwell and other Accredited Agents © Crown Copyright 2012 This is a Crown copyright value added product, reuse of which requires a Licence from the Cabinet Office Applications to reuse, reproduce or republish material in this publication should be sent to The Efficiency & Reform Group Service Desk, Cabinet Office, Rosebery Court, St Andrews Business Park, Norwich, Norfolk NR7 0HS Tel No: (+44) (0)845 000 4999, E-mail: [email protected] or complete the application form on the Cabinet Office website, Licensing section. 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The Swirl logo™ is a trade mark of the Cabinet Office ITIL® is a registered trade mark of the Cabinet Office M_o_R® is a registered trade mark of the Cabinet Office IT Infrastructure Library® is a registered trade mark of the Cabinet Office The Best Management Practice Official Publisher logo is a trade mark of the Cabinet Office The ITIL endorsement logo™ is a trade mark of the Cabinet Office OGC (former owner of Best Management Practice) and its functions have moved into the Cabinet Office, part of HM Government – www.cabinetoffice.gov.uk First edition Crown Copyright 2007 Second edition Crown Copyright 2009 Third edition Crown Copyright 2012 First published 2012 ISBN 9780113313556 Printed in the United Kingdom for The Stationery Office Material is FSC certified. Sourced from fully sustainable forests. P002473272 c20 02/12 7522 Passing your ITIL exam v0_5.indd 2 17/02/2012 11:58 Contents List of figures and tables v 4.3 Business value 42 4.4 Key principles 42 Cabinet Office foreword vii 4.5 Processes 52 Chief Examiner’s foreword viii 4.6 Sample questions 56 5 Service design 59 The Official ITIL Accreditor’s foreword ix 5.1 Purpose and objectives 61 Acknowledgements x 5.2 Scope 61 1 The ITIL qualification scheme 1 5.3 Business value 62 5.4 Key principles 62 1.1 Levels of qualification 3 5.5 Processes 63 1.2 Qualifications bodies 5 5.6 Sample questions 86 1.3 The ITIL Foundation certificate in IT service management 7 6 Service transition 87 1.4 About this publication 8 6.1 Purpose and objectives 89 2 Introduction to service management 9 6.2 Scope 89 6.3 Business value 91 2.1 Services and service management 11 6.4 Key principles 91 2.2 Processes, functions and roles 22 6.5 Processes 91 2.3 Best practice 28 6.6 Sample questions 108 2.4 Sample questions 30 7 Service operation 111 3 ITIL and the service lifecycle 31 7.1 Purpose and objectives 113 3.1 The ITIL service management practices 33 7.2 Scope 113 3.2 Why ITIL? 33 7.3 Business value 114 3.3 The service lifecycle 33 7.4 Key principles 114 4 Service strategy 39 7.5 Processes 115 4.1 Purpose and objectives 41 7.6 Functions 129 4.2 Scope 42 7.7 Sample questions 138 7522 Passing your ITIL exam v0_5.indd 3 17/02/2012 11:58 iv | Contents 8 Continual service improvement 139 11 The examination and exam preparation 167 8.1 Purpose and objectives 142 8.2 Scope 142 11.1 The examination 169 8.3 Business value 142 11.2 Exam preparation 169 8.4 Key principles 143 12 Sample ITIL Foundation examination 171 8.5 Processes 147 12.1 Instructions 173 8.6 Sample questions 152 12.2 Questions 173 9 Service management technology 153 13 Answers 181 9.1 Use of technology 155 Further information 191 9.2 Service automation 156 9.3 Service analytics 157 Index 195 9.4 Sample questions 157 10 How it all fits together 159 10.1 Integration across the service lifecycle 161 10.2 Specialization and coordination 161 10.3 Monitoring and control 161 10.4 Continual service improvement 164 7522 Passing your ITIL exam v0_5.indd 4 17/02/2012 11:58 List of figures and tables FIgurES Figure 5.3 Service level agreement monitoring (SLAM) chart 69 Figure 1.1 The ITIL qualification scheme 3 Figure 5.4 The service level management process 70 Figure 2.1 Internal, external and supporting services 13 Figure 5.5 Supplier categorization 74 Figure 2.2 Service packages can contain other Figure 5.6 Overview of Chapter 5 84 service packages 15 Figure 6.1 The scope of service transition 90 Figure 2.3 Value is created from service utilities Figure 6.2 Architectural layers of the and warranties 16 configuration management system 94 Figure 2.4 Service composition 19 Figure 6.3 The relationship between the Figure 2.5 Service management is the act of definitive media library and the CMS 97 transforming resources into Figure 6.4 Example of a process flow for a valuable services 20 normal change 101 Figure 2.6 Process model 23 Figure 6.5 Phases of release and Figure 2.7 Overview of Chapter 2 29 deployment management 105 Figure 3.1 The ITIL service lifecycle 34 Figure 6.6 The flow from data to wisdom 107 Figure 3.2 Overview of Chapter 3 37 Figure 6.7 Relationship of the CMDB, the CMS and the SKMS 108 Figure 4.1 Components of value 43 Figure 6.8 Overview of Chapter 6 109 Figure 4.2 How customers perceive value 44 Figure 7.1 Example of calculation of priority Figure 4.3 The service portfolio 46 based on impact and urgency 118 Figure 4.4 A two-view service catalogue 48 Figure 7.2 Incident management process flow 120 Figure 4.5 A three-view service catalogue 49 Figure 7.3 Multi-level incident categorization 121 Figure 4.6 Risk assessment and management 51 Figure 7.4 Problem management process flow 126 Figure 4.7 Overview of Chapter 4 57 Figure 7.5 Local service desk 131 Figure 5.1 The four Ps 62 Figure 7.6 Centralized service desk 132 Figure 5.2 Multi-level SLAs 68 Figure 7.7 Virtual service desk 133 7522 Passing your ITIL exam v0_5.indd 5 17/02/2012 11:58 vi | List of figures and tables Figure 7.8 Overview of Chapter 7 137 TAbLES Figure 8.1 Plan-Do-Check-Act cycle 143 Table 2.1 Examples of core, enabling and enhancing services 14 Figure 8.2 Continual service improvement approach 144 Table 2.2 Examples of capabilities and resources 17 Figure 8.3 From vision to measurements 146 Table 2.3 An example of a simple RACI matrix 26 Figure 8.4 The seven-step improvement process 149 Table 4.1 Example of a business case structure 50 Figure 8.5 Overview of Chapter 8 151 Table 4.2 Differences between business Figure 9.1 Five modes of interaction using relationship management and service technology 156 service level management 55 Figure 9.2 Overview of Chapter 9 158 Table 7.1 Application development versus Figure 10.1 Integration across the service lifecycle 162 application management 135 Figure 10.2 Monitoring and control across the service lifecycle 163 Figure 10.3 Continual service improvement and the service lifecycle 164 7522 Passing your ITIL exam v0_5.indd 6 17/02/2012 11:58 Cabinet Office foreword Congratulations – you have embarked on the The content has been updated to bring it into start of your ITIL® journey. It will be interesting line with the revised syllabus and to ensure that it and rewarding if you use the knowledge you gain reflects the current approach to exam questions. and apply it in the real world. Now the first step The next step, of course, is to pass the examination. is to take your Foundation exam. Examinations But, hopefully, the exam won’t seem too are never easy; they are designed to test your daunting once you’ve studied this publication. knowledge of the subject and to enable you to prove this knowledge to yourself and others. What you do after passing is down to you, but you have started the journey and the world of To help you in this, being well prepared is vital. IT service management is open before you. Study aids are an essential element, and attending an accredited training course will also provide Best of luck! learning support, often with case studies and examples that can bring the ITIL framework to life. Philip Hearsum This guide has been written for this very purpose, ITSM Portfolio Manager and over the years the content has been developed and expanded to incorporate the latest identified Cabinet Office best practices. This publication will present the Foundation content in a simplified structure, ideal for learning and developing knowledge. 7522 Passing your ITIL exam v0_5.indd 7 17/02/2012 11:58 Chief Examiner’s foreword ‘The whole purpose of education is to turn mirrors The mind maps at the end of each chapter into windows.’ Sydney J. Harris crystallize the content in a way that will help you to retain what you’ve read and make it The IT service management industry relies on ITIL useful as an examination preparation tool. as the wheel that turns service practices into service excellence. ITIL qualifications are the means to The sample examination questions are based achieve knowledge of theory and how to apply ITIL on realistic examples that you will encounter within everyday contexts. Each ITIL qualification has at Foundation level and provide essential become a sought-after credential to demonstrate value for examination preparation. the possession of the required skills and knowledge. This publication takes readers through the The ITIL Foundation qualification is where this window of the ITIL Foundation curriculum and educational journey begins, and it sets the offers an interesting and lasting experience. foundation for understanding service management with basic concepts, principles and terminology. Sharon Taylor No matter where you live and work, what language you speak or whether you choose to educate yourself ITIL Chief Examiner or take an ITIL Foundation course, this publication should be considered an important tool to assist you in achieving the ITIL Foundation certification. It nicely organizes the relevant ITIL Foundation topics in a logical and easy-to-absorb structure and sets them within the context of an unfolding story about Brigitte, a customer who takes a journey into the experience of service management. 7522 Passing your ITIL exam v0_5.indd 8 17/02/2012 11:58