This document is produced and maintained by the NASA Workstation Management Expert Center, by the direction of the NASA Lead Center for Workstation Hardware and Software. It identifies standard tools and methodologies that can be used to effectively manage Civil Service and Contractor workstations and allow NASA to take advantage of advancements in IT technology without the excessive deployment costs typically associated with large scale migrations.
There are sections of this document dedicated to:
Sections will be added as need, and detail will be provided where the community determines that it is necessary. This is not an Executive Notice, it is a repository for collective knowledge and expertise. The end result should be an environment where problems can be solved quickly, easily and globally.
The goal of workstation management at NASA is to develop an environment where IT enhancements can be quickly and easily provided across the agency. There are many potential sources for these enhancements, the Expert Centers, the Centers themselves, the Local Service Providers, and the users. The delivery of these enhancements can be facilitated by the use of common tools and methodologies throughout the Agency. This is not to say that everything needs to be the same across the board. It just needs to be similar in the areas that count. This gives someone that is developing an enhancement some idea of what the potential customer base looks like, and allows the customer base to expect that the enhancement can be deployed without significant adverse impact.
This document, and a few others that it references, are intended to provide an infrastructure that will allow NASA to quickly and easily take advantage of advancements in the IT arena. The Workstation Management Expert Center (WMEC) will attempt to provide the blueprint for this infrastructure, as well as assist in the implementation. This maintenance and evolution of this document will be a part of that attempt. It is our belief, that the manpower and expertise exists in NASA today to accomplish this goal for the Agency. We just need to do it, together.
Workstation configuration management is an agency wide activity. The benefits identified in the Workstation Management Benefits Document help make the case for agency wide participation.
There are groups that need to work together in this effort, the Workstation Management Expert Center and the Local Service Providers. Their roles are briefly outlined below:
This effort is based on a few basic principles.
The information provided below is based on lessons learned from several areas, as well as experience in this area. A lot of it is on the conservative side, but I think that is justified. These types of tools let you do a lot in a very short period of time, a lot of good, or a lot of damage, they do not differentiate.
Site Code | Date Issued | SMS ADMINISTRATOR | ORG | Codes Used |
LON,KDx | 9/01/96 | Brian Montgomery | PZ | LON |
K0x | 4/01/95 | Kirk Bigelow | DE | K01 |
K1x | 1/10/97 | Dave Ungar | IM | K10 |
K2x | 1/10/97 | David Knoblock | BB | K20 |
KFx | 3/14/97 | Carl Thorn | EC | KF0 |
KOx | 1/22/97 | Larry Jewell | USA | KO1 |
KTx | 3/19/97 | Thomas McArdle | TLC | KT0 |
KZx | 1/10/97 | Patrick O'Rourke | WMEC | KZZ |
BOC | 12/01/95 | Allen Gallbreath | EGG | BOC |
An Agency wide workstation configuration program will allow the creation of ready to install software modules that can dramatically reduce the service efforts associated with the deployment of new technologies, both in hardware and software. An infrastructure that provides the local service provider with complete control over local workstations, while providing access to a distribution mechanism that allows him to take full advantage of agency wide shared solutions, will give the Service Provider the best combination of global participation and local control.
Another benefit of the availability of complete, engineered, and performant solutions is that they can be used to provide interoperability between NASA and contractor workforces as well as between the various contractor workforces.
It should be noted that the cost savings to our contractor
community will quite probably never be acknowledged by that community.
However, it should allow for the realization of the benefits
identified above.
The cost item is made up of several components, some
readily definable, some more difficult to assign a specific dollar
amount to. The general cost requirements are identified below.
Leverage existing personnel to the maximum extent
possible.
In these days of declining budgets and reduced manpower,
support personnel are taking on more and more tasks. It is important
that new tools that are intended to reduce costs and efforts do
not do the opposite. A solution that requires all of the service
providers to learn new operating systems, commands, tools, and
interfaces before realizing any benefits is not a good solution.
It will never be successfully deployed. The Workstation Management
Tool must take advantage of existing skill sets within the Service
Provider community wherever possible.
Leverage existing equipment to the maximum extent
possible.
NASA's existing workstation infrastructure (workstations,
networks, servers, protocols, WAN's) is extensive and already
provides connectivity to almost all users. A solution that requires
significant perturbations to this infrastructure is not a good
solution. In these days of declining budgets and declining manpower,
it would never be successfully deployed. The Workstation Management
Tool must effectively and efficiently utilize NASA's existing
workstation/network infrastructure to the maximum extent possible,
both to reduce costs associated with modification of the infrastructure
and to reduce the costs associated with deployment.
The General / Functional Requirements are directed
primarily at the basic functionality provided by the Workstation
Management Tool.
OMB and NASA ADP Inventory requirements, as well as reductions in budget and manpower, are driving the Agency to automated inventory management tools. It simply is not feasible to manually collect this type of data any more. Further, the requirement to "Buy Smart" creates a need for near real time data. The Workstation Management Tool must collect data on PC's, MAC's, and UNIX boxes without the significant manpower associated with manual methods.
In addition, the inventory cycle must be tailorable
to a cycle determined by the Service Provider as well as being
executed on demand, as in after maintenance is performed.
With reduced budgets and reduced manpower, Information Systems Service Providers are having to work harder and harder just to maintain existing levels of service. One area where significant savings can be realized while maintaining or even improving service is in the area of automated workstation management. The Workstation Management Tool must provide the capability to selectively (by organizational group, by workstation configuration, or by workstation capabilities as identified in the database) apply system upgrades to specific workstations with little or no touch labor at the end user site. It should be noted that this requirement has an implementation specific component. The Service Provider needs to collect and maintain this data.
The tool must allow updates to be scheduled with
options like, but not limited to: mandatory update, must be performed
now; user can decline update for up to X days/weeks before it
will become mandatory; or user can schedule the update.
This data also needs to be collected and accessible at the Organizational, Center, Agency, and Government level. This will most likely be a function of the implementation of the tool, as opposed to the tool itself, but the need still exists (local Service Providers may decide not to report data). Data access should be controllable to limit organizations to access to their own data. Additionally, the capability to distribute pre-defined reports should be provided.
During the life-cycle of a workstations, there are numerous opportunities for the configuration to change in such a manner that any Workstation Management Tool will be unable to detect the difference between a new machine, and one that has simply been significantly altered. The tool must provide tools, or methodologies that will allow the detection and correction of these duplications.
It is important that all information collected on a workstation, or a set of workstation, be easily accessible. To this end, the data storage component of the Workstation Management Tool must either utilize a relational SQL Database, or provide access to the data through an SQL interface.
The reporting component must support the ability
to produce ad-hoc reports as needed on an organizational or enterprise
wide level as well as provide the ability to incorporate these
reports in to the standard set of reports.
One of the significant benefits of these types of tools is the ability to remotely control a users workstation. The tool must provide a tool that will allow the workstation to be remotely controlled (see screen, execute applications, edit files, re-boot workstation). In addition, provisions must be made to allow the user to refuse this capability either at initiation of the session, or at any time during the session.
The tool must provide the capability to perform remote diagnostics on the workstation to gather data such as: memory utilization, hardware diagnostics, re-verification of inventory data.
Often, user problems may be related to activities
on the network. The tool should provide the capability to utilize
the users workstation as a remote network monitor. Data to be
collected should include: network traffic levels, basic packet
analysis for TCP/IP packets as well as Novel IPX and Appletalk
packets.
TCP/IP is the standard protocol for agency wide access.
Support for other protocols is desirable.
License Management
There are several approaches to shared software applications. They generally fall into two different philosophies, Hard Metering, and Soft Metering. Hard metering is limiting access based on a set number of packages that cannot be exceeded at any time. Soft metering is simply tracking the number of licenses in use at any one time so the Service Provider can accurately determine when additional licenses need to be procured. The tool, at a minimum, must provide the ability to track the number of licenses in use at any one time on Windows and MAC workstations as well as the user (for server based applications).
An additional desired capability is the ability to
share applications, and manage the sharing of application, through
the use of the tool itself.
Many users are mobile. Often, mobile means that the user is at the end of a low speed interface. The system must make provisions for users who do not have high speed access to the system so as to not significantly impact their capabilities.
Some users will be located in non-networked areas.
Provisions must be made to collect data on these systems.
The implementation of the tool must allow the local
Service Provider sufficient flexibility to manage their workstations
in whatever manner they choose. If they want to maintain dozens
of configurations, and perform the overhead required to track
the evolution of these configurations, the tool should not preclude
this, even to the extent of tracking and managing multiple versions
and configurations of the same product on the same workstation.
Data to be collected must include what is needed
to effectively manage the workstations. Minimum data to effectively
manage workstations, including replacement and procurement decisions,
is divided into three primary types of data: data that can be
detected, data that can be inferred (through access to other data
stores), and data that the user can supply. Additionally, some
types of data only apply to a specific class of workstation or
server.
Required Data to be Detected
Desired Data to be Detected
Revision Level
Patch Level, if applicable
License Number, if applicable
Serial Number, if applicable and detectable
Components/Modules Installed, if applicable
Customized Features, if applicable
Desired Data to be Tracked
PC
MAC
UNIX
Alternatives Analysis
NASA workstations mainly fall into three classes,
PC, MAC, and UNIX. Our ultimate objective is to find an off the
shelf product that will afford us the ability to manage hardware
and software, distribute desktop configurations and software,
and provide a good reporting tool, across these classes. Because
of the pre-ponderance of PCís in the overall NASA user
population, the overall solution strategy has been to address
the PC universe first, while ensuring that management of Mac and
Unix systems are integrable by use of other Commercial Off The
Shelf products. Workstation Management software systems such
as Tivoli, CA-Unicenter, HP Open View, and others are being investigated.
Of the products focused on the PC (and Mac) environments, the
following did not fit the requirements:
Intel's LANDesk Manager- This product provided
detailed information on a variety of system resources, had good
software distribution support. However this product is designed
for all Intel based PCs and servers. It's server management is
based on Novell Netware. In the NASA community Netware is overshadowed
by Windows NT. No support for MACs or UNIX at present.
McAfee Associates' Saber LAN Workstation - This
product is very good at desktop management and software distribution,
but was deficient in hardware inventory and ease of use. It also
lacked support for UNIX and had limited support for MACs.
Segate Frye Utilities - This product has good
hardware inventory and software distribution, but is cumbersome
to use in both cases. The product uses a DOS user interface that
really makes the complete package difficult to learn and use.
Microsoft System Management Server - Implementation
of this product will allow for an effective base workstation management
environment and appears to be capable of integration with the
key overall systems administration tools known.