Associate a stakeholder with the information that needs to be collected.
From this blog:
Project participants (SMEs / Key Stakeholders) A design project manager has to determine a list of SMEs and project stakeholders who can provide information about the design requirements. This list typically includes:
- Network administrators
- Storage administrators
- Server hardware administrators
- Operating system administrators
- Application administrators
- Security Officer
- HR representatives
- C-Level executives (CEO, CTO, CIO,…)
It is important to lists the people involved in this project and their contact information. This list should include:
- E-Mail address
- Phone number
Having contact information available will help to make progress without unnecessary interruption during the design process.
- Stakeholder = A person with an interest in a project
- SME = A subject-matter expert is a person who is an expert in a particular area
Utilize customer inventory and assessment data from a current environment to define a baseline state.
From the US BrownBag for Objective 1 slide deck:
Analyze customer interview data to explicitly define customer objectives for a conceptual design.
From this blog’s notes, I decided to write them out just to make it easier to read:
Conceptual Design: Focus on achieving goals and requirements
- Use information from SME/Stakeholder interviews (Scope/Goals/Requirements/assumptions/constraints) and from information gathered in current state analysis
- Determine entities affected by project (LOB,users,applications, processes, physical machine, etc)
- Determine how goals map to each entity
- Design infrastructure that achieves each entity’s goal and requirements but stay within constraints (i.e. where do you need availability, scalability, performance,security and manageability
- Document with diagrams, tables, and text
From the same pdf, here is an example of a conceptual diagram:
Identify the need for and apply requirements tracking.
From this blog:
Requirement tracking It is important to document all requirements. This could be done in an excel sheet for example. Every single requirement should contain at least a unique number, desciption, timestap, priority and the originator.
Given results of a requirements gathering survey, identify requirements for a conceptual design.
From the above pdf again:
Architectural Analysis: Deeper Dive into current infrastucture Perform 2 activities
- Current State Analysis:
- Gather and analyze information on current servers,storage,network
- Gather and analyze application and operating system
- Gather resource consumption data
- Envision target state required to meet organizational goals while factoring in requirements, assumptions, and constraints.
Generate a similar conceptual diagram as above. Here is a conceptual diagram from this blog:
Categorize requirements by infrastructure qualities to prepare for logical design requirements.
From the PDF again:
- Design includes relationships between all major components of the infrastructure.
- Considers the conceptual design, constraints, and risks
- Useful for understanding and evaluating the design of the infrastructure
- Does it meet the requirements but stay within the constraints?
- Does NOT include physical details like port assignments, hardware, vendors, IPs, etc
- illustrate how to arrange infrastructure components
- don’t get lost in the configuration details
- be aware of capacity analysis, but include things like LUN sizing, CPU, etc
- document in diagrams, tables, and text
Here is an example of a logical diagram taken from the pdf:
I would also suggest to watch the following recordings as well: