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Home Page for the Information Technology (IT) Discipline

"Software Instance Management"


Table of Contents

Introduction: Introduction to Software Instance Management
Framework: Using This Artifact as a "Software Instance Management Framework"
Key Terms: Key Terms for Software Instance Management
Glossary: The "Software Instance Management Glossary"
Capabilities: Software Instance Management as an Enterprise Capability
Ownership: Clearly Defined Software Instance Management Ownership is Critical for Success
Verbs and Actions: Understanding Why Verbs and Actions are Important to Software Instance Management
Roles: Key Verb and Action Driven Roles For Software Instance Management
Taxonomy: Understanding Software Instance Management Classifications or Categorizations
Ontology: Software Instance Management Ontology as a Means for Language Standardization
Life Cycle (Lifecycle): Lifecycle Phases for Software Instance Management
Inventories: Software Instance Management Inventories
Environments: Software Instance Management Environments
Metrics: Software Instance Management Metrics
Services: Software Instance Management as a Set of Services (a.k.a. Software Instance Management Services)
Service Paradigms: Centralized Software Instance Management vs. Federated Software Instance Management
Principles & Best Practices: Common Principles and Best Practices for Software Instance Management
Further Reading and Reference Material for Software Instance Management


Introduction: Introduction to Software Instance Management

This document represents an aggregated, ordered and contextualized view of the material we've been able to compile and publish that is related to the topic of "Software Instance Management." The goal is to make this page a landing and launch point for all things related to this topic. As our content becomes more complete and more accurate, this page should become a very useful and powerful knowledge base for this topic and all parties interested in it.

You'll find that the content for this document is consistent with that of other discipline related documents. This is intentional. The consistency is based on a knowledge pattern that helps individuals learn more about different topics, quicker and more efficiently. We hope you find the material useful and easy to learn.

It's important to realize that content in this document and any related sub-documents are constantly evolving. Therefore, we recommend you check for updates, regularly, to keep up with the latest material.

The Foundation always welcomes your feedback and suggestions for improvement, as we're always looking for ways to improve our solutions and offerings to the general community.

All solutions published by the Foundation are subject to the terms and conditions of the Foundation's Master Agreement.


Framework: Using This Artifact as a "Software Instance Management Framework"

This document or artifact, along with everything in it, is intended to act as a "Framework" that addresses various aspects of Software Instance Management.

The readers will notice that most sections in the Table of Contents (TOC) use a format where the TOC entry is prefixed with a topic name, followed by a short descriptive title (i.e. "TOPIC_NAME: TOPIC_RELATED_SECTION_TITLE"). This is intentional and represents a format by which the Foundation may achieve things like the identification of appropriate topic areas, the segregation of distinct topic areas from each other, the appropriate ordering of topic areas, and achieve the maintenance of consistency, both, within and across different IT Disciplines.

To elaborate, this artifact is intended to:

  1. Organize different areas of the discipline known as Software Instance Management into clear and compartmentalized areas that allow the Foundation to more effectively and productively collect, document and publish information that pertains to this discipline.
  2. Decompose each area of Software Instance Management into smaller and, therefore, more digestible units for more efficient learning and understanding.
  3. Document common industry wisdom about each area, piece or subcomponent of Software Instance Management
  4. Act as a set of Software Instance Management related best practices and guidelines that have been collected, documented, and published for the benefit of IT Professionals, regardless of their specific industry, line of business, or area of expertise.
  5. Act as a consistent and repeatable pattern for documenting, publishing and learning, both, within this Discipline and across "all" Disciplines.

From the Foundation's perspective, if done correctly, all of the above will allow the Foundation to properly decompose, document and publish content related to each sub-area or sub-topic for each IT Discipline, including this specific discipline (i.e. "Software Instance Management").

From the reader's perspective, if done correctly, all of the above will allow him or her to easily find and learn about specific areas of interest associated with this and all other IT Disciplines in a manner where the reader may effectively consume and digest material in small atomic segments that act as repeatable and more effective learning units.

As this artifact evolves and progresses, the reader will see it address key areas of the professional IT Discipline "Software Instance Management" that range from its detailed definition through closely related terms, phrases and their definitions, to its detailed specification of Software Instance Management Capabilities, and all the way through to defining, delivering, operating and supporting Software Instance Management Services.

As mentioned previously, this document will continue to evolve and the Foundation recommends the reader check back, regularly, to stay abreast of modifications and new developments. It is also important to understand that the structure of this artifact may change to meet the needs of such evolution.


Key Terms for Software Instance Management

Before moving on to learn more about the rest of the Software Instance Management framework, we suggest that you take some time to familiarlize yourself with the following very basic term(s)...

Software Instance:

"1. A fully initiated and initialized piece of Software that is ready to be executed or that is already executed and running, which has an identity, can be monitored and tracked throughout its life cycle."

Software Instance Management:

"1. The professional discipline that involves working with, in or on any aspect of planning, delivering, operating or supporting for one or more Software Instance Items or any and all solutions put in place to deal with such Items.

2. The solution set that a person or organization puts in place to manage one or more Software Instance Items.

3. The process or processes put in place by a person or organization to assist in the management, coordination, control, delivery, or support of one or more Software Instance Items.

4. The Enterprise Capability that represents the general ability or functional capacity for a Resource or Organization to deal with or handle one or more Software Instance Items. Such a term is often used by Information Technology (IT) Architects when performing or engaging in the activities associated with general Capability Modeling."

In addition to the above basic term(s), you can also learn a great deal about Software Instance Management by familiarizing yourself with the broader spectrum of terms that make up the Software Instance Management Glossary...


Glossary: The "Software Instance Management Glossary"

IT Glossary

Language between IT professionals and the businesses we serve is often a significant barrier to success, as we often spend countless hours trying to interpret each other's meanings. This is often also true between IT professionals who are taught to use certain terms and definitions as part of the organizations and industries they serve. It's when you start to jump from organization to organization, from enterprise to enterprise, and from industry to industry that you realize how much time and effort is wasted on just getting language and meanings correct. For these reasons, the Foundation puts a great deal of focus on terms and phrases, as well as their corresponding definitions. We highly recommend you spend time learning and understanding all of the related terms and phrases, along with their meanings, for all areas of "Software Instance Management."

Software Instance Management Glossary
Centralized Software Instance Management Software Instance Management Principle
Decentralized Software Instance Management Software Instance Management Procedure
Enterprise Software Instance Management Software Instance Management Process
Federated Software Instance Management Software Instance Management Professional
Regional Software Instance Management Software Instance Management Program
Software Instance Software Instance Management Project
Software Instance Automation Software Instance Management Reference Architecture
Software Instance Capacity Management Software Instance Management Release
Software Instance Catalog Software Instance Management Report
Software Instance Catalogue Software Instance Management Reporting
Software Instance Configuration Software Instance Management Roadmap
Software Instance Configuration Item Software Instance Management Role
Software Instance Configuration Management Software Instance Management Rule
Software Instance Cost Software Instance Management Schedule
Software Instance Data Entity Software Instance Management Security
Software Instance Database Software Instance Management Service
Software Instance Decommission Software Instance Management Service Assurance
Software Instance Delivery Software Instance Management Service Contract
Software Instance Dependency Software Instance Management Service Level Agreement (SLA)
Software Instance Deployment Software Instance Management Service Level Objective (SLO)
Software Instance Document Software Instance Management Service Level Requirement (SLR)
Software Instance Document Management Software Instance Management Service Level Target (SLT)
Software Instance File Plan Software Instance Management Service Provider
Software Instance Framework Software Instance Management Service Request
Software Instance Governance Software Instance Management Software
Software Instance History Software Instance Management Solution
Software Instance Identifier Software Instance Management Stakeholder
Software Instance Inventory Software Instance Management Standard
Software Instance Item Software Instance Management Strategy
Software Instance Lifecycle Software Instance Management Supply
Software Instance Lifecycle Management Software Instance Management Support
Software Instance Management Software Instance Management System
Software Instance Management Application Software Instance Management Theory
Software Instance Management Best Practice Software Instance Management Training
Software Instance Management Blog Software Instance Management Vision
Software Instance Management Capability Software Instance Management Wiki
Software Instance Management Center of Excellence Software Instance Management Workflow
Software Instance Management Certification Software Instance Metadata
Software Instance Management Class Software Instance Migration
Software Instance Management Community of Practice (CoP) Software Instance Plan
Software Instance Management Course Software Instance Portfolio
Software Instance Management Data Software Instance Portfolio Management
Software Instance Management Data Dictionary Software Instance Processing
Software Instance Management Database Software Instance Record
Software Instance Management Demand Software Instance Records Management
Software Instance Management Dependency Software Instance Repository
Software Instance Management Discussion Forum Software Instance Reuse
Software Instance Management Document Software Instance Review
Software Instance Management Documentation Software Instance Schedule
Software Instance Management File Plan Software Instance Schematic (Schema)
Software Instance Management Form Software Instance Security
Software Instance Management Framework Software Instance Software
Software Instance Management Governance Software Instance Strategy
Software Instance Management Knowledge Software Instance Support
Software Instance Management Lessons Learned Software Instance Taxonomy
Software Instance Management Metric Software Instance Termination
Software Instance Management Operating Model Software Instance Tracking
Software Instance Management Organization Software Instance Tracking Software
Software Instance Management Plan Software Instance Transaction
Software Instance Management Platform Software Instance Unique Identifier
Software Instance Management Policy Software Instance Verification
Software Instance Management Portfolio Software Instance Version
Software Instance Management Principle Software Instance Workflow

Please refer to the IT Glossary for other terms and phrases that may be relevant to this professional discipline.

Readers may also refer to the Taxonomy of Glossaries for terms and phrases that are semantically grouped according to IT Disciplines or enterprise domains.

This Software Instance Management Glossary is a contextual subset of the master IF4IT Glossary of Terms and Phrases. The master glossary can be used by you and your enterprise as a foundation for broader understanding of Information Technology and can be used as a teaching and learning tool for those you work with, helping to ensure a common and more standard language.


Capabilities: Software Instance Management as an Enterprise Capability

A Capability, as it pertains to Information Technology (IT) or to an enterprise that an IT Organization serves, is defined to be "A manageable feature, faculty, function, process, service or discipline that represents an ability to perform something which yields an expected set of results and is capable of further advancement or development. In other words, a Capability is nothing more than "the ability to do something" or, quite simply, a Feature or Function. Therefore, when applied to an enterprise, a Capability represents a critical Enterprise Feature or Enterprise Function.

When it comes to Capabilities, there are multiple types that an enterprise needs to be aware of. Examples include but are not limited to:

As can be seen above, there are Capabilities that are associated with Resources, Organizations, and Assets such as Systems. All are important to an enterprise.

In the case of this IT Discipline (i.e. Software Instance Management), we use the word Capability in the context of an Enterprise Capability or an IT Capability, which are both equivalent to Enterprise Disciplines or IT Disciplines, respectively. In short, the Capability of Software Instance Management represents the ability to deal with any and all Software Instance Items and anything relevant that is related to or associated with any Software Instance Items.

If you think about it, a capability is really nothing more than a "verb" or "action that represents "the ability to do something." Understanding this allows us to derive a consistent and highly repeatable set of sub-capabilities for any Noun we're dealing with. For example:

In summary, the implication is that the Enterprise Capability or Enterprise Discipline known as Software Instance Management is the superset of all the above Sub-Capabilities, as they pertain to or are applied to the discipline-specific Noun: "Software Instance." This now translates more specifically to:

For a more complete list of very specific Capabilities/Disciplines, refer to the Foundation's Master Inventory of IT Disciplines. It is important to note that this inventory is in a flat or non-hierarchical form, specifically because "hierarchy" is almost always a matter of personal preference or context (what hierarchy is important to one Resource or Organization may be unimportant to another's needs or requirements). Therefore, the Foundation has published its inventory of Capabilities in a non-hierarchical, flat form.

This now brings us to a very obvious problem that surrounds Capabilities, which is the fact that there are simply too many "granular" or "specific" Capabilities to document and publish in any single Capability Model. The end result is that a Capability Model may become unwieldy because of trying to incorporate so many different specific Capabilities. Also, Capability Modeling "Purists," who all have their own (and very differing) opinions about how Capability Models should or should not be represented, almost always refuse to get into the details. To address this, we recommend using a generic set of Capabilities that map to and are driven by the Systems Development Life Cycle. For example:

As you can see from the above, we now have a very limited, controlled and manageable set of Discipline-specific Capabilities for the Discipline Software Instance Management.

As a reminder, the above Capability representations are "suggestions" for baselining or initializing your own Enterprise Capability Model (ECM). It's recommended that you take the time to work with your enterprise stakeholders to improve upon and/or customize your own ECM so that you can help meet their needs. However, with that being said, it's always a better idea to go in with a baseline that you can modify rather than building your own solution from scratch, especially if your goals are to standardize, not reinvent the wheel, and not deviate too far from what other enterprises are doing to model their own environments. This is especially true if you've never had any experience building ECMs that have gained and maintained full adoption.

Why do enterprises perform Capability Modeling? Enterprises most often build Capability Models that are associated with Software Instance Management for the following reasons...

Capability Modeling Recommendations: Some things to consider and keep in mind when working on or creating your Software Instance Management and Enterprise Capability Models...

Learn More About Capability Models: Taking the time to learn about and understand Capability Models, what they're for, and how they're used may help you learn how Software Instance Management better fits into the broader enterprise. Therefore, we suggest you spend some time reviewing and understanding the IF4IT Enterprise Capability Model...

Enterprise Capability Model

Ownership: Clearly Defined Software Instance Management Ownership is Critical for Success

IT Discipline Ownership

Here's a very simple fact... If an enterprise does not establish and enforce clearly defined Ownership (i.e. a Resources and his or her Organization are assigned as accountable ownership) for Software Instance Management, the enterprise has automatically set itself up for failure in its implementation of that discipline. Therefore, if you and your enterprise want to implement and maintain a successful solution for Software Instance Management, there must be a clearly defined Owner that can and will be held accountable for getting work done, providing transparency, helping with strategy setting, and coordinating implementation of Software Instance Management as a fully functional and mature enterprise Service.

Having clearly defined Ownership should not be confused with having fully dedicated Resources that spend one hundred percent of their time working on Software Instance Management. In fact, smaller enterprises can rarely afford to dedicate full time Resources, like larger enterprises can, to all enterprise IT Disciplines. This being the case, all IT Disciplines, including Software Instance Management, should "always" have clearly defined Owners so that there is always a clear point of accountability and contact for any issues or work that need to be addressed.

In addition to the common best practice of having clearly assigned Ownership for Software Instance Management, it is also considered a best practice to clearly publish and socialize Software Instance Management Ownership details to a centralized location (often referred to as a "Service Catalog" or an "Enterprise Service Catalog"), along with Ownership details for all other IT Disciplines, so that the entire enterprise has constant access to it.

Canonical Ownership of an Enterprise Capability

Figure: How Ownership of the Capability Software Instance Management fits into the Canonical Model for IT

The above figure helps us understand how Capability or Discipline Ownership fits into the Canonical Model for Information Technology (IT) (i.e. "Think," "Deliver," and "Operate"). Owners are assigned to individual Disciplines or Capabilities, such as Software Instance Management, and are instantly made accountable to the enterprise for the results of all Software Instance Management Thinking activities (i.e. Strategy, Research, Planning and Design), all Software Instance Management Delivery activities (i.e. Construction, Deployment and Quality Assurance), and all Software Instance Management Operations activities (i.e. Use, Maintenance and Support). Done correctly, Software Instance Management Ownership is constant and ongoing. It's important to understand that such assigned Ownership should "never" end so that there is clear and constant accountability and transparency for all aspects of the Canonical Model to the enterprise.

Not having clear Ownership for Software Instance Management means that there is no clear understanding of who is accountable for it, who can provide understanding of what's going on within it, who can help the enterprise provide short term and long term descriptions of work being performed within the Discipline area to improve it over time for its customers, and who can help with getting work done that's associated with it. It means your or your enterprise's implementation for Software Instance Management will be highly incomplete and erratic because no one is constantly (or even partially) watching over the Discipline and its needs for maintenance and evolution. Not having clear Software Instance Management Ownership is a recipe for confusion and, sometimes, even chaos.

In summary, if you and your enterprise truly want to be successful with your implementation of Software Instance Management, ensure that a clear and highly accountable owner is identified and assigned to the Discipline. Publish those ownership details, preferably in an enterprise's Service Catalog, and socialize it so everyone knows whom to go to for answers and for help with Software Instance Management related work. In other words, if you want to implement Software Instance Management as an enterprise Service, then you absolutely must start with clearly defined, published and socialized Ownership.


Verbs and Actions: Understanding Why Verbs and Actions are Important to Software Instance Management

Throughout the Foundation's documentation, you will continuously run into the references of "Nouns and Verbs." These concepts are key to consistency and standardization, throughout the IT Industry, down to each and every IT Discipline. Given that we've discussed the impact of "Nouns" on the discipline of "Software Instance Management," this section will start to discuss the importance of "Verbs" or "Actions" that can be performed with or against the key Noun or Nouns associated with this Discipline. To reiterate, Verbs or Actions allow us to clearly understand what can be performed on or with the Noun in question. As will be discussed in the next section, Verbs or Actions will also help us clearly identify whom it is (i.e. the "who" or more specifically the Roles) that performs or executes such Verbs or Actions against a Discipline and its associated Noun or Nouns. As will be discussed later, Verbs or Actions will also help identify key Attributes (i.e. Field Names) that are necessary for the very data definition of the Noun or Nouns for this Discipline and will even help identify which Verbs or Actions can be automated for this Discipline.

As a reminder, the base Noun for the discipline known as Software Instance Management is: "Software Instance," which is sometimes referred to as a the Noun: "Software Instance Item."

By now, it should be becoming apparent that verbs represent a baseline for defining solid functional requirements and sub-capabilities for what would be a part of any good Software Instance Management System or Service. What this means is that if you and/or your Organization is looking for a solution in this space (e.g. the purchasing or building of a software solution or the implementation of a Service to address the needs of Software Instance Management), you could use discipline-related verbs to drive the foundation of what the solution should or shouldn't do, as mapped to specific stakeholders that will use or provide the solution.

Examples of the types of Verbs or Actions that are important to this Discipline include but are not limited to:

The above list represents a very small subset of all Verbs or Actions that are relevant for this Discipline. The more complete set can be found in the Roles section of this document, where readers can see the direct correlation of Verb to Noun and to, both, Generic Role and Discipline Specific Role.


Roles: Key Verb and Action Driven Roles For Software Instance Management

An "action" or a "verb" is something that can be performed on or with a specific "noun." The reason it is important to itemize all relevant verbs is because we can now start to determine what we can or cannot do with the noun in question, where in this case the noun is "Software Instance."

Actions/Verbs Example as Applied to "Software Instance" Generic Roles Discipline-Specific Roles
Administrate Administrate Software Instance Administrator Software Instance Administrator
Approve Approve Software Instance Approver Software Instance Approver
Architect Architect Software Instance Architector Software Instance Architector
Archive Archive Software Instance Archiver Software Instance Archiver
Audit Audit Software Instance Auditor Software Instance Auditor
Bundle Bundle Software Instance Bundler Software Instance Bundler
Clone Clone Software Instance Cloner Software Instance Cloner
Code Code Software Instance Coder Software Instance Coder
Configure Configure Software Instance Configurer Software Instance Configurer
Copy Copy Software Instance Copier Software Instance Copier
Create Create Software Instance Creator Software Instance Creator
Decommission Decommission Software Instance Decommissioner Software Instance Decommissioner
Delete Delete Software Instance Deletor Software Instance Deletor
Deploy Deploy Software Instance Deployer Software Instance Deployer
Deprecate Deprecate Software Instance Deprecator Software Instance Deprecator
Design Design Software Instance Designer Software Instance Designer
Destroy Destroy Software Instance Destroyer Software Instance Destroyer
Develop Develop Software Instance Developer Software Instance Developer
Distribute Distribute Software Instance Distributor Software Instance Distributor
Download Download Software Instance Downloader Software Instance Downloader
Edit Edit Software Instance Editor Software Instance Editor
Educate Educate Software Instance Educator Software Instance Educator
Export Export Software Instance Exporter Software Instance Exporter
Govern Govern Software Instance Governor Software Instance Governor
Import Import Software Instance Importer Software Instance Importer
Initialize Initialize Software Instance Initializer Software Instance Initializer
Install Install Software Instance Installer Software Instance Installer
Instantiate Instantiate Software Instance Instantiator Software Instance Instantiator
Integrate Integrate Software Instance Integrator Software Instance Integrator
Manage Manage Software Instance Manager Software Instance Manager
Merge Merge Software Instance Merger Software Instance Merger
Modify Modify Software Instance Modifier Software Instance Modifier
Move Move Software Instance Mover Software Instance Mover
Own Own Software Instance Owner Software Instance Owner
Package Package Software Instance Packager Software Instance Packager
Persist Persist Software Instance Persister Software Instance Persister
Plan Plan Software Instance Planner Software Instance Planner
Purge Purge Software Instance Purger Software Instance Purger
Receive Receive Software Instance Receiver Software Instance Receiver
Record Record Software Instance Recorder Software Instance Recorder
Recover Recover Software Instance Recoverer Software Instance Recoverer
Register Register Software Instance Registrar Software Instance Registrar
Relocate Relocate Software Instance Relocator Software Instance Relocator
Reject Reject Software Instance Rejecter Software Instance Rejecter
Remove Remove Software Instance Remover Software Instance Remover
Replicate Replicate Software Instance Replicator Software Instance Replicator
Report Report Software Instance Reporter Software Instance Reporter
Request Request Software Instance Requestor Software Instance Requestor
Restore Restore Software Instance Restorer Software Instance Restorer
Review Review Software Instance Reviewer Software Instance Reviewer
Save Save Software Instance Saver Software Instance Saver
Search Search Software Instance Searcher Software Instance Searcher
Split Split Software Instance Splitter Software Instance Splitter
Sponsor Sponsor Software Instance Sponsor Software Instance Sponsor
Store Store Software Instance Storer Software Instance Storer
Strategize Strategize Software Instance (or Set Software Instance Strategy) Strategizer (or Strategy Setter) Software Instance Strategizer (or Software Instance Strategy Setter)
Support Support Software Instance Supporter Software Instance Supporter
Test Test Software Instance Tester Software Instance Tester
Train Train Software Instance Trainer Software Instance Trainer
Upgrade Upgrade Software Instance Upgrader Software Instance Upgrader
Upload Upload Software Instance Uploader Software Instance Uploader
Verify Verify Software Instance Verifier Software Instance Verifier
Version Version Software Instance Versioner Software Instance Versioner
View View Software Instance Viewer Software Instance Viewer

At a minimum, the above list of Verbs can be used to help identify, track, and manage the basic "Features" required by and associated with Software Instance Management, even if your enterprise doesn't maintain a Capability Model that lists specific Software Instance Management Capabilities. Application designers, developers, and architects often find such Verb Lists or Feature Inventories to be invaluable.


Taxonomy: Understanding Software Instance Management Classifications or Categorizations

IF4IT Taxonomies

A Taxonomy, in its noun form, is defined as:

...a documented and orderly set of types, classifications, categorizations and/or principles that are often achieved through mechanisms including but not limited to naming, defining and/or the grouping of attributes, and which ultimately help to describe, differentiate, identify, arrange and provide contextual relationships between the entities for which the Taxonomy exists.

From this general definition, we can derive that the definition for a Software Instance Management Taxonomy is:

...a documented and orderly set of types, classifications, categorizations and/or principles that are often achieved through mechanisms including but not limited to naming, defining and/or the grouping of attributes, and which ultimately help to describe, differentiate, identify, arrange and provide contextual relationships between Software Instance Items, Entities or Types.

In short, what this means all means is that a Taxonomy is nothing more than a classification or typing mechanism and that a Software Instance Taxonomy is nothing more than a classification or typing mechanism that helps people and systems distinguish between different Software Instance Items, Entities, Types, Records or any other Software Instance Management element you can think of.

It's important to understand that Taxonomies can be as simple as a list of relevant terms or phrases with respective meanings or definitions or they can take on more complex forms, such as hierarchical and graphical model structures that can be homogeneous and heterogeneous in nature. More complex Taxonomies include examples such as "Visual Taxonomies" and "Audible Taxonomies" but, expect in the case of very special technologies, are typically out of scope for general Information Technology (IT) Operations.

The Foundation directs readers to its ever-evolving Inventory of Taxonomies for Standard Taxonomy suggestions. Specifically, readers may want to start with the Taxonomy of Taxonomies, which helps make it clear that the IT Industry is composed of many hundreds if not thousands of Taxonomies, Classifications, Categorizations or Types.


Ontology: Software Instance Management Ontology as a Means for Lanagugae Standardization

While Taxonomies represent organized classifications or types, you can think of Ontologies as the design and representation of entire lanaguages, with the specific intent to control things like structure, behavior, representation, and meaning. Without getting into a theoretical conversations about Ontologies, you can view this entire article as a foundation for the ontology of Software Instance Management. Or, in other words, a Software Instance Management Ontology.

Throughout this artifact/framework, you will find things like Software Instance Management related terms, phrases, definitions, roles, responsibilities, nouns, verbs, classifications, and so on, all as a means of definining a standard representation for and interpretation of the language of Software Instance Management.

It is only through the definition, communication, and establishment of such Ontologies that we can standardize language and communication associated with Software Instance Management, whether it be between humans and/or systems.


Life Cycle (Lifecycle): Lifecycle Phases for Software Instance Management

When we talk about Life Cycle (or lifecycle) for Software Instance Management, it's important to keep in mind that there are two different types of Life Cycles that apply. The first is a Data Life Cycle, which addresses Software Instance Management data or entities, and the second is associated with delivering Software Instance Management Assets like Systems or Software solutions.

Software Instance Management Data Life Cycle Phases:

Data Lifecycle (or Life Cycle) for any and all data is the period from the "inception" of data through to its ultimately being "purged" from existence. This is no different for Software Instance Management related data.

Like the data associated with any other professional IT Discipline, Software Instance Management related data adheres to the following common Data Lifecycle Phases:

Data Lifecycle Phases

Figure: Software Instance Management Lifecycle Phases

  1. Inception: Data is in it's raw idea-like form and is not ready for consumption by the general population because it has not been documented or registered, anywhere, in a formal manner.
  2. Creation and Registration: Data is formally put into existence for day-to-day use by appropriate stakeholders.
  3. Iterative Maintenance: Data is in a mode of constant use and is updated and modified, as needed, to meet the needs of daily use by various stakeholders.
  4. Decommission and Deletion: Data is prepared for deletion and eventually deleted from daily operational use but still exists for administrative or organizational purposes, such as historical auditing. It can be restored to any one of its relevant last states and, therefore, can be brought back into existence for day-to-day use.
  5. Purged From Existence: Data is completely removed from an environment with no means to restore or reconstruct it, without recreating it from scratch and with no guarantees that it will match it's previous state.

The above Life Cycle Phases represent the high level transitions that occur from the inception of Software Instance Items or Entities all the way through to their complete elimination from existence. A more detailed breakdown of these transitions or phases represents what are referred to as "Software Instance Management States."

Software Instance Management Systems Development Life Cycle (SDLC) Phases or Software Instance Management Software Development Life Cycle (SDLC) Phases:

The SDLC is a means for facilitating and controlling how IT Professionals deliver Assets, such as Software Instance Management Systems and Software. In this case, you should default to the master SDLC, which is used to deliver any Asset of any type, including those associated with the Software Instance Management discipline.

Software Instance Management SDLC Diagram

Inventories: Software Instance Management Inventories

There are probably no greater or more important tools for providing Software Instance Management transparency and direction than the collection, ordering, categorizing, grouping, and maintenance of all related Software Instance Items. In other words, Software Instance Management Inventories.

In short, an Inventory represents a list of individual things or instances of things that are typically all of the same Noun Type or Data Type, where these instances are described and detailed by their Attributes, along with the Data and Information that act as values for such Attributes.

At a minimum, Software Instance Management Inventories are used for the establishment of solid Software Instance Configuration Management practices, as the Software Instance Instances tracked within such Software Instance Inventories act as Configuration Items (in Target and/or Dependency form) for key Configurations (Software Instance Management Configurations or otherwise).

Inventories are also used for solid decision making. Good decisions, either strategic or tactical, are made based on having good Data and Information. And, good Data and Information only come from taking the time to follow best practices associated with Inventory Management. It's only through building such Inventories that an enterprise can achieve solid Software Instance Management Business Intelligence and Reporting.

Also, it's these very same Inventories that act as the foundation for understanding and managing Total Cost of Ownership (a.k.a. "TCO") for Software Instance Management. Without such Inventories, trying to understand your costs can be nothing more than uneducated guessing.

The obvious place to start is with Software Instance Inventories and then move on to surrounding Inventories that are directly and indirectly related to Software Instance Management.

Additionally, there are many other types of Inventories that are common and important to Software Instance Management, which include but are not limited to examples such as:

  1. People and Organizations related to Software Instance Management
  2. Roles, Responsibilities, and Skills related to Software Instance Management
  3. Products and Services related to Software Instance Management
  4. Capabilities related to Software Instance Management
  5. Contracts, Agreements, and Licenses related to Software Instance Management
  6. Processes related to Software Instance Management
  7. Tools and Technologies (e.g. Systems/Applications/Software/Computers) related to Software Instance Management
  8. Data Types and Instances related to Software Instance Management
  9. Data Interfaces related to Software Instance Management
  10. Environments related to Software Instance Management
  11. Facilities and Locations related to Software Instance Management

If you and/or your enterprise are not collecting and maintaining such Inventories, you're probably considered to be very low on the efficiency and effectiveness maturity scale.

It's important to keep in mind that collecting and managing Software Instance Management Inventories is something that should be performed across all phases of Software Instance Management Lifecycle and across all Environments (i.e. Software Instance Management Environments). Both are considered to be very important Best Practices. For example, you and/or your enterprise cannot get a complete understanding of Software Instance Management costs or impacts without knowing all related Inventory Items in all environments. And, tracking across all lifecycle phases gives a temporal perspective that is important for things like problem analysis, historical reporting, and the reconstruction of state (i.e. Configuration Management).

NOTE: Software Instance Management Inventories are also important for other enterprise functions, such as Architecture and Design. Such Inventories represent the foundation for understanding an enterprise's Current State and are critical for planning Future State and any related strategies, roadmaps, and transition plans for facilititating change.


Environments: Software Instance Management Environments

Building environments that are specific to and for the discipline known as Software Instance Management is no different than doing so for any other discipline area. The reader should, therefore, refer to the IT Environment Framework to understand such environments.

IT Environment Framework for Software Instance Management

Metrics: Software Instance Management Metrics

As with any professional Discipline, the place to start with when dealing with Software Instance Management specific metrics is with standard metrics categorizations. Standard Metrics Categorizations, or what are commonly referred to as "SMCs," include but are not limited to...

Software Instance Management Quantitative Metrics: Quantitative metrics for Software Instance Management often revolve around the "counting" of key constructs that are associated with the Discipline. For example, the number of Software Instance Items or Entities that have been Created, Edited or Modified, Copied or Cloned, Destroyed, Archived, Restored, etc. (Note the correlations to key Software Instance Management Verbs!). Also, the counts for things like the number of Software Instance Management Stakeholders, such as but not limited to Paying Customers, End Users, Employees, Consultants, etc. are also very useful.

Software Instance Management Qualitative Metrics: Qualitative metrics for Software Instance Management often revolve around concepts such as Software Instance Management Defects, Failures, Problems, Incidents, and/or Issues. So, for example, if we were to capture the number of Software Instance Management Defects (i.e. their counts) over time, we could do things like see if Defect quantities are going up or down, over time, allowing us to explore that area for things like correlating Causes and Effects.

Software Instance Management Time Metrics: When dealing with Software Instance Management Time Metrics, there are usually two forms. The first was introduced in the previous paragraph, which has to do with capturing and measuring things like Quantitative or Qualitative Metrics, over time. In this case, we capture other metric categories, over time, with the intent to see how they change and perform, based on modifications to the Software Instance Management Operating Environment. The second form of Time related metrics has to do with system or operational performance, such as in the case of how long it takes to process a Software Instance Management Request, from the time it is created to the time the Requester gets a satisfactory deliverable that allows him or her to move on with his or her work.

Software Instance Management Utilization Metrics: Utilization Metrics specifically have to do with the consumption of Software Instance Management specific solutions or deliverables. For example, tracking the number of Software Instance Management Service Requests, over periods of time, along with their corresponding Software Instance Management Deliverables, allows one to measure how active Software Instance Management Services are against other Services that may exist within the Enterprise.

Software Instance Management Financial Metrics: As is always the case for any single Discipline, Financial Metrics for Software Instance Management always revolve around things like revenue, expenses, and profits, both, for operators of the Service or Services and for consumers of the Service or Services. For example, if a Software Instance Management Request is invoked by a Software Instance Management Customer (acting as the "Requester"), it becomes important to be able to identify and understand what the cost is to that Customer who is invoking the Request, and it also becomes important to understand why that cost is what it is. In the case of Services that do not yield revenue or profits, measuring costs is a strong way to, at very least, help understand the costs associated with each Service being performed by, within, external to, and for the Enterprise and its Customers.

Note: It's important to understand that, when it comes to metrics, enterprises should take a "Crawl," "Walk," "Run" approach to collecting, working with, and understanding them. That is, you cannot get to complex metrics collection, dissection, analysis, and understanding until you start with basic metrics and slowly work your way to more complex metrics representations.


Services: Software Instance Management as a Set of Services (a.k.a. Software Instance Management Services)

One of the most important concepts you will learn about Software Instance Management (or any Discipline, for that matter) is the notion of implementing the Discipline as an accountable, planned, controlled, transparent, and managed "Service."

In short, Services represent a logically "bounded" and repeatable sets of work types, activities or tasks that are performed by humans and/or machines, with the specific intent to provide outputs or deliverables, in the form of solutions for the requesting Stakeholders who are commonly considered the customers of such Services. In other words, we perform and/or provide a Service to deliver very specific solutions to very specific Stakeholders who are looking for a means to solve a certain problem they have.

A Software Instance Management Service is defined as:

"1. A set of solutions, either transactional (i.e. Transactional Software Instance Management Services) or dial-tone (i.e. Dial-Tone Software Instance Management Services), that are being or have been put in place to yield an intended, controlled, expected, repeatable and measurable set of results or deliverables for Software Instance Management specific Customers, Consumers or Clients.

NOTE: Software Instance Management Service Consumers or Clients can be either Human Resources or Systems."

All Services, including Software Instance Management Services, can be performed manually (i.e. by people), automatically (i.e. by machines such as Computers), or by a combination of the two (i.e. a hybrid that is both manually and automated).

Also, all Services, including Software Instance Management Services, can be either transactional or dial tone, in nature.

In the case of Transactional Services for Software Instance Management, a Service Request is submitted and that Request is fulfilled as part of a process that is either manual, automated, or a hybrid of both (e.g. a Service to perform maintainance on your Software Instance Management System).

In the case of Dial Tone Services for Software Instance Management, a Service is expected to be up, running, available, and accessible to an End User so that he/she/it may perform some controlled and highly repeatable function (e.g. a "Software Instance Management System" that is up and running all the time).

Software Instance Management Service Components: The successful implementation of Software Instance Management as a set of Services for your enterprise usually implies that a number of key components have been established to support it. These components are:

  1. A clearly documented and socialized Software Instance Management Service Owner that is held accountable for Service performance, quality, and cost.
  2. A clearly documented and socialized Software Instance Management Service Provider, Organization or Group who is performing the Service or work.
  3. A clearly documented and socialized inventory of all Software Instance Management Service Inputs, including Software Instance Management Service Requests and any artifacts necessary to support such Requests so that consumers of the Service know how to engage and request or take advantage of them.
  4. For every Software Instance Management Service Input, a clearly documented and socialized inventory of Software Instance Management Service Outputs, making it clear to consumers what they can expect to receive as a result of a successful Service Request.
  5. For every Software Instance Management Service Input, a clearly documented and socialized inventory of the work being performed by the Service Provider to achieve such Outputs or Deliverables.
  6. For every Software Instance Management Service Input, a clearly documented and socialized inventory Service Level Agreements (e.g. Service Availability, Service Duration, Service Guarantees, etc.) that can be used to set expectations and measure actuals against for said Service Outputs.
  7. Clearly specified Software Instance Management Service Costs that help set expectations for Service Requesters (i.e. the cost of a request) and that provide clear transparency to the organizations that fund and sponsor such Services (i.e. the Total Cost of Ownership (TCO) your Service(s).
  8. Software Instance Management Service Request Patterns (Estimation Creation, Modification, Decommission, Support/Incidents, Complaints, etc.) in order to create intuitive and repeatable user experiences across different Service Types.
  9. Clearly understand what Software Instance Management Service Resources are required, human or otherwise, to create and deliver your Software Instance Management Service Deliverables, in a repeatable, cost-efficient, timely, and high quality manner.
  10. For every Software Instance Management Service Request, understand the chargeback mechanism, in order to recoup your Service Costs.
  11. For every Software Instance Management Service, it's important to understand the skills that are required, will need to be developed, and will need to be maintained by Service Resources, in order to deliver each Service Deliverable.
  12. It's important to understand who your Software Instance Management Service Stakeholders are, this includes but is not limited to your Customers, Consumers, Clients, Sponsers, etc. are, as well as the types of problems it is that they're trying to solve or interests that they will have in your Services.

Software Instance Management Ownership: The most important thing to understand about a Software Instance Management Service is that, in order for such a Service to be successful, there must be a clear and accountable Owner for it. That is, there needs to be a very clear and accountable named person or organization that owns and is fully responsible for the Service, all of its sub-Services and, most importantly, all of the Service's "Outcomes." Without clear ownership, Services are almost never successful. And, for those few occasions where Services are successful without clear ownership, you can assume that they're successful because the people working in those Service areas are acting as heroes, or... the those Services are just plain lucky (that kind of luck doesn't last for long).

Software Instance Management Service Inputs: There are typically two types of inputs to any Software Instance Management Service. The first is what is known as a "Software Instance Management Service Request" and the second really represents any and all supporting artifacts that are necessary to support such requests, including but not limited to Data and Information in the form of Documents, either electronic or paper in form. Many would argue that the "money" to pay for the Service execution of the Request would be the third but, for now, we will assume that payment is controlled through the Data and Information provided to the Service Operators, in support of the Request.

Software Instance Management Service Outputs: The outputs of any Service are often referred to as the Service's Deliverables. Therefore, the readers should be aware that the terms "Software Instance Management Outputs" and "Software Instance Management Deliverables" are synonymous and interchangeable. All work performed in any enterprise is, by default, a Service that is being performed for someone else and, therefore, all work or Services yield results. These results are the Service's Outputs or Deliverables and a good Service ensures that such Outputs are appropriately documented to the consumers of said Service. This means that for any given Software Instance Management Service Request Type or Category there will be one or more clearly defined and documented Outputs or Deliverables, making it clear to the consumer what he, she, or they will get in response to their Request. This can be as simple as an answer to a question or as complex as the Merger of two enterprises.

Software Instance Management Service Levels: Service Levels represent "performance agreements," contractual or otherwise, that dictate how well a Software Instance Management Service should perform, most often keeping the Customers, Consumers, Clients or End Users of the Service in mind. Software Instance Management Service Levels can come in many forms and are often worked out by the Customers paying for the Services and the Service Providers who sell or provide the Services. In many cases, Service Levels are also self-imposed by the Service Providers performing the Services as a means to set expectations for Service Customers. In short, Software Instance Management Service Levels are constraints, limitations, and/or expectations that are tied directly to Software Instance Management Service Deliverables. They represent measures for things like quality, efficiency, and cost against said Deliverables or Outputs that allow the consumer of such Services to measure what they actually get against what they expected to get.


Service Paradigms: Centralized Software Instance Management vs. Federated Software Instance Management

Assuming an enterprise pursues the establishment of Software Instance Management as a set of controlled Services, there are three common paradigms for doing so. These include:

  1. A "Centralized Software Instance Management" implementation paradigm
  2. A "Federated Software Instance Management" implementation paradigm
  3. A "Hybrid Software Instance Management" implementation paradigm

Centralized Software Instance Management is defined as:

"1. The term or phrase that implies establishing and/or practicing the Discipline known as Software Instance Management as a concentric and singular set of organizations and services, usually in order to serve an entire enterprise, regardless of geographic location, further implying full centralization and no federation of any and all Software Instance Management associated Work, Activities, Actions, Tasks, Capabilities and/or Services."

Federated Software Instance Management, which is also referred to as Decentralized Software Instance Management, is defined as:

"1. The term or phrase that implies establishing and/or practicing the Discipline known as Software Instance Management in multiple pockets, communities, or organizations, further implying no centralization in the implementation and execution of Software Instance Management associated Work, Activities, Actions, Tasks, Capabilities and/or Services."

There are clear tradeoffs to each of the two models. For example, in a Centralized paradigm, it's normally easier to coordinate work and provide broad coverage, across many areas of the enterprise and relevant stakeholders. However, it becomes far more difficult for a centralized organization to properly fund and staff resources and services in order to perform all required work across all stakeholders, in a much larger enterprise.

It's also important to note that a third paradigm also exists as an option. This is known as a Hybrid Software Instance Management paradigm or model. In this case, there is a centralized Software Instance Management organization that is often responsible for things like centralized governance, command, control, and communications, while federated staff and services deal with localized forms of Software Instance Management. In this type of paradigm, federated staff and services usually report direclty into their local management but may have matrix reporting or responsibilities into the Centralized Software Instance Management organization.


Principles & Best Practices: Common Principles and Best Practices for Software Instance Management

A "Principle" is defined as being: "A professed assumption, basis, tenet, doctrine, plan of action or code of conduct for activities, work or behavior." Therefore, we can deduce the definition of "a Software Instance Management Principle" to be:

Software Instance Management Principle: "1. A professed assumption, basis, tenet, doctrine, plan of action or code of conduct for any activities, work or behavior associated with the Discipline known as Software Instance Management."

A "Best Practice" is defined as being: "One or more Activities, Actions, Tasks or Functions that often do not conform with strict Standards and that have evolved, over time, to be considered as conventional wisdom for consistently and repeated achieving Outcomes or Results that can be measured as being equal to or above acceptable norms." Therefore, we can deduce the definition of "a Software Instance Management Best Practice" to be:

Software Instance Management Best Practice: "1. One or more Software Instance Management related Activities, Actions, Tasks or Functions that often do not conform with strict standards and that have evolved, over time, to be considered as conventional wisdom for consistently and repeatedly achieving Outcomes or Results that can be measured as being equal to or above acceptable norms."

The plural form of this term would be "Software Instance Management Best Practices."

Common Software Instance Management related principles and best practices exist to help achieve higher than average expectations of quality and to ease in the implementation, support, operations, and future change associated with the solutions industry professionals put in place to address the needs of this Discipline and all its related stakeholders.

While this entire document is meant to represent and serve as a set of common principles and best practices for Software Instance Management, the following list represents a summary of some very basic examples of what implementers, supporters, and operators of Software Instance Management should constantly be working toward:

Principle or Best Practice Description
Establish and always have very clear Ownership for Software Instance Management. Establishing, publishing and socializing clear Ownership for Software Instance Management allows an enterprise and all its Resources, regardless of their geographic location, to assign accountability for all aspects of the Discipline. It also ensures that there's always at least one person that everyone can go to for transparency into the Discipline as well as for handling work that is associated with the Discipline.
Define, Collect, and Manage Relevant Software Instance Management Inventories. As an IT professional, there are probably few things that are as important as knowing what is or is not in your portfolio, as well as understanding key traits about your portfolio. You cannot achieve this without the transparency provided by your inventories. Therefore, it is critical that you clearly define, collect, manage, and govern any and all relevant Software Instance Management inventories. Lack of Software Instance Management Inventories means no transparency, a chaotic and immature environment, and (even worse) the implication that you don't know how to do your job.
Always use standard terminology for Software Instance Management, in order to standardize communications between stakeholders. It is often argued that the biggest mistake you can make is to create your own words and/or your own definitions, when communicating with others. There is no place where this is more accurate than in the field of Information Technology. IT Stakeholders make up their own words and definitions far too often, or let their business constituents do so. When you make up words or definitions, or you let others do so, you're creating a grave injustice for your organization. Self invented terminology and grammar often leads to poor communications, which in turn leads to redundancy of solutions, higher complexity of environments, slower delivery times, and much higher costs. Therefore, the IF4IT always recommends that you leverage standard terminology for Software Instance Management, whenever possible.
Centralization of Software Instance related data. While often impossible to centralize and collocate all Software Instance related data and information, especially in a geographically dispersed environment, Software Instance Management related stakeholders should always strive to centralize all data and information. The goals are to eliminate data fragmentation, improve source of truth for data, reduce the number of systems needed to support stakeholders, reduce the complexity of solutions, improve usability, and to ultimately reduce the costs associated with Software Instance Management.
Clearly define, implement, track, and analyze Software Instance Management Metrics. In order to successfully set up the discipline of Software Instance Management and its related Services, it is critical to clearly define, track, and constantly analyze Software Instance Management metrics. Such metrics include but are not limited to Supply and Demand Metrics (i.e. Operational Metrics), Performance Metrics, Quality Metrics, and Financial Metrics.
Transparency of Software Instance related data. Stakeholders should always strive to make any and all Software Instance Management data transparent to all other appropriate stakeholders, at a minimum, and often to the entire enterprises. The exception when private user data must be protected. Many stakeholders often make the mistake of treating internal operational data as private or protected. This often creates a data silo and will often lead to internally silo-ed organizations that revolve around such data silos.
Do not let "perfection" of Software Instance Management solutions stand in the way of "good enough solutions". Often, Software Instance Management stakeholders "overthink" solutions, leading to the impression that best-of-breed or perfect solutions are more effective than "good enough" solutions. Experience tells us that "good enough" is, almost always, the better path to follow. We live in an age where technologies grow old in the blink of an eye. Even the implementation of something that looks perfect, today, will look antiquated, tomorrow. This is especially true if your enterprise doesn't have a long term funding plan and commitment to improvements and upgrades of the solution(s) put in place.
Follow industry Standards, Best Practices, and Guiding Principles for Software Instance Management, whenever possible". One of the most common errors many enterprises make is to create solutions from scratch or without the guidance, assistance and/or experience of others who have created such solutions, before them. Whenever possible, the IF4IT recommends that you research existing Standards, Best Practices, and Guiding Principles to avoid the mistakes of others, while also gaining from their successes. Remember, we live in a vast world. Chances are very high that someone else has already experienced the pain you're about to create for yourself. Wise people will always look to learn from such people's experiences before they go down the road of implementing their own solutions.
Work toward and maintain a Single Source of Truth (SSoT), whenever possible. While it may be impossible to truly maintain a Single Source of Truth (SSoT) for all data items at all times, especially in the case where the same data entity or instance enters an enterprise through unique data channels, it is an accepted, industry-wide best practice to always work toward such a goal.

Further Reading and Reference Material for Software Instance Management

The Information Technology (IT) Learning Framework. A tutorial that helps understand Information Technology and how disciplines, such as this one, fits into the bigger picture of IT Operations.

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