How to Schedule Change Windows

Contents
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Contents
Schedule Change Order
You can schedule change windows and can view them in the Change Calendar.
Maintenance windows
establish time periods when CI changes should occur, and
blackout windows
establish time periods when CI changes should
not
occur. We recommend that you do not schedule the changes during the blackout window. The blackout window alerts the user when a change is scheduled; however, it does not prevent the change from occurring. Change windows help you schedule changes to minimize their effect on critical business processes. CA SDM can implement change windows at the global or system level.
To schedule change windows, follow these steps:
  1. View the Change Calendar to see where you want change windows.
  2. Create the appropriate change windows for your organization.
    • Maintenance Window
      Indicates a scheduled time period during which a CI or a set of CIs can be changed. As changes might involve downtime, these windows can be used to minimize disruptions to critical business processes. In general, scheduled changes should occur inside a maintenance window. Maintenance windows can be of two types:
      • Global
        : A Global maintenance window cannot have CIs associated with it. 
      • Non-global
        : A Non-global maintenance window can have CIs associated it.
    • Blackout Window
      Indicates a schedule time period. Blackout windows are always global and cannot have CIs associated with them. This blackout can indicate a reduced support period (for example, a holiday), a corporate event, or a critical business time, such as fiscal year-end. In general, scheduled changes should only occur outside blackout windows.
    • Global Change Windows
      Indicates a blackout or maintenance window that occur for your entire organization. For example, you want to create a global blackout window that is named Holiday that starts in November and ends in January in the American - East timezone. We recommend that you do not schedule the changes during the blackout window. This blackout window alerts the user when a change is scheduled; however, it does not prevent the change from occurring. Global change windows do not associate with specific CIs because they apply to all CIs.
  3. (Optional) Specify the recurrence patterns of the change windows.
  4. Open the Change Calendar.
    The legend displays icons and colors to identify change windows in the schedule.
  5. Create change orders associated with CIs.
  6. Update the Change Calendar by using the Change Scheduler.
Define Change Windows
You can define change windows to avoid collisions on the Change Calendar. For example, you want to create a global blackout window that is named Holiday that starts in November and ends in January in the American - East timezone. We recommend that you do not schedule the changes during the blackout window. The blackout window alerts the user when a change is scheduled; however, it does not prevent the change from occurring.
Follow these steps:
  1. On the Administration tab, select Service Desk, Change Orders, Change Windows.
    The Change Windows List appears.
  2. Click Create New.
    The Create New Change Window page appears.
  3. Complete the required fields for the change window.
  4. Specify one of the following recurrence patterns:
    • None
      Specifies no recurrence pattern.
    • Daily
      Specify either the number of days between recurrences, or that the window should recur every day.
    • Weekly
      Specifies the number of weeks between recurrences, and the weekdays when the window recurs. Windows longer than 24 hours can only recur on a single weekday.
    • Monthly
      Specifies the number of months between occurrences, and the day of the recurrence. The day can be specified either absolutely (for example, the 7th of the month) or positionally (for example, the second Monday of the month).
    • Yearly
      Specifies the number of years between occurrences, and the day of the recurrence. The day can be specified either absolutely (for example, March 7th) or positionally (for example, the second Monday of March).
    • End by
      Specifies the end of the recurrence.
  5. Save and close the window.
    The change window appears in the Change Window List.
Associate a CI with a Maintenance Window
To control when a CI undergoes maintenance, you can associate that CI to a maintenance window.
Follow these steps:
  1. Navigate to the Change Window Detail page.
  2. Click the Associated CIs tab.
    The Associated CIs list appears.
  3. Click Update Configuration Items.
    The CI Search page appears.
  4. Specify information for the required CIs.
  5. Click Search
    The Available CIs page appears.
  6. Move any required CIs in the Available CIs list to the Associated CIs list.
  7. Click OK.
    The Change Window Detail page appears.
  8. Click Save.
    The CI is associated with a maintenance window.
The change window, the CIs, and the selected window associations are saved.
Create a Blackout Window Example
The following example creates a blackout window to indicate that your organization does not schedule change orders for a specific time period. You want this blackout window to last 48 hours and recur every Friday at 6:00 PM in your time zone.
Follow these steps:
  1. On the Administration tab, click Service Desk, Change Orders, Change Windows.
    The Change Windows List appears.
  2. Click Create New.
    The Create New Change Window page appears.
  3. Complete the appropriate fields as follows:
    1. Enter
      Friday_Blackout
      as the window name.
    2. Select the type Blackout.
    3. Select the Active status.
    4. Select the upcoming Friday and 6:00 PM from the Date Helper as the Start Date.
    5. Select the upcoming Sunday and 6:00 PM from the Date Helper as the End Date.
    6. Select your time zone.
    7. (Optional) Enter a description for the blackout window.
    8. On the Recurrence Pattern tab, select Weekly.
      • Set the recurrence to every
        1
        week.
      • Select the date to end the recurrence.
  4. Save and close the blackout window.
Create a Global Maintenance Window
HID_Create_a_Global_Maintenance_Window
Create a global maintenance window for your organization. For example, you do
not
want to define maintenance windows by server or CI and want to complete global changes during weekends.
Follow these steps:
  1. Navigate to the Change Windows List page.
  2. Click Create New.
  3. The Create New Change Window page appears.
  4. Enter or modify the necessary fields for the maintenance window.
  5. Set Type to Maintenance.
  6. Verify that the Global checkbox is checked.
    A global maintenance window cannot be associated with CIs.
  7. Enter Start Date, End Date, and Timezone.
  8. Click Save.
    The global maintenance window is saved.
View Associated CIs
To determine which CIs could be impacted during specific periods of time, you can view the CIs that are associated with non-global maintenance windows.
To view CIs associated with a maintenance window
  1. Navigate to the Change Window Detail page.
  2. Click the Associated CIs tab.
    The associated CIs are displayed.
Change Windows (Change Order)
You can use change windows to avoid collisions on the Change Calendar. CA SDM lets you create the following change windows:
Maintenance
Indicates a scheduled time period during which a CI or a set of CIs can be changed. Because changes can involve downtime, these windows can be used to minimize disruptions to critical business processes. In general, scheduled changes should occur inside a maintenance window.
Blackout
Indicates a scheduled time period during which CI changes should not occur. This blackout can indicate a reduced support period (for example, a holiday), a corporate event, or a critical business time, such as fiscal year-end. In general, scheduled changes should only occur outside blackout windows.
Global Change Windows
Indicates a blackout or maintenance window that occur for your entire organization. For example, you want to create a global blackout window named Holiday that starts in November and ends in January in the Amercan - East timezone. This blackout window does not allow nonemergency changes between these dates. Global change windows do not associate with specific CIs because they apply to all CIs.
For more information about administering change windows, see the Administration Guide.