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A Configuration Item (CI) is any component or other service asset that needs to be managed in order to deliver an IT service. Information about each configuration item is recorded in a configuration record and each is identified by a unique name. CIs are classified into any number of categories based on the purpose of the item. CI classes typically include IT or business services, hardware, software, buildings, and formal documentation such as process documentation and service level agreements.

CI names should be concise, follow a consistent format, and contain enough information that a unique name can be assigned to each individual item and the nature of the item is immediately apparent to any user.

General Principles in Naming CIs

It is unlikely that the same naming standard can be used for all CI classes. The following are general guidelines that should be considered when determining the most appropriate naming convention for a particular CI.

  • A format should be chosen that eliminates the need to ever have to rename the CI throughout its life cycle. Do not include version numbers or release dates in CI names unless you are tracking that specific version of the CI through its entire life cycle.
  • The name should describe the CI in a way that it is recognizable by the majority of users (including clients) who will see it.

  • The name should have the more significant information at the beginning, which will make it easier for systems with autocomplete to find the name when a user searches for it.

  • For hardware, consider including the asset tag ID or chassis serial number in the name. This will uniquely identify the CI and typically will not change during the CI's life cycle.

  • For software, use the common industry name of the product (for commercial products) or the name by which the software is usually referenced (for software developed internally) as the basis of the name.

  • For servers, printers, workstations and other network devices, consider that host names often change and care should be taken when considering them as CI names.

Application Software CI Name Elements

Application software CI names should follow the form of:

      {{common_name} [({nickname})] [{version}] [ - (owner)]

Where:

{common_name}

The name of the software as it referred to by the majority those who will reference the CI. Whether a commercial product or something developed in-house, this should be the full, formal name of the product (e.g., 'Windows 7" or "Graduate Applicant Tracking System") rather than a nickname, abbreviation, or acronym ("Win7" or "GATS"). While nicknames and abbreviations may be meaningful to frequent users of the CI, they are not so apparent to others who are not as familiar with the application.

{noun}

The item or system being worked on as a result of the project. For example, System, Server, Web Site, SQL Server, Telephone System, Network Switch, etc. Note that the noune can be a single word or a noun phrase.

{modifier}

Further defines the relationship between the verb and the noun. Modifiers should be prefixed with a preposition such as “from,” “on,” “to,” “with,” etc. For example “to Version 2.1” or “with Oracle.” In rare instances, it may be necessary to use multiple modifiers (e.g., “to Version 2.17 from Version 2.12”), but this should be done by exception.

{sponsor}
Optional and should only be used to eliminate any confusion about the purpose of similar projects. For example if several projects are under way to upgrade servers  from one OS to another but separate projects are being run for individual clients, the sponsor name should be included in each of the project names in order to tell them apart. The sponsor’s name should always be prefixed with the word “for.”

Other Considerations

  • Avoid using multiple verbs. Most projects involve more than one kind of activity and it is not necessary to mention them all in the project name. For example, a software development project might involve designing, developing, testing, and deploying business application software. All this activity can be summarized simply as “implementing” since the final outcome of the project will be newly implemented software.
  • In all cases, avoid abbreviations, jargon, and slang in project names. Keep in mind that everyone from the executive sponsor on the business side to the technical staff called on to implement the detailed tasks associated with the project will need to understand the name.
  • Under no circumstances should a person’s name be included in a project name. If the project sponsor needs to be included, use the department name rather than the individual person’s name.
  • Avoid using the words “old” and “new” since, by definition, most projects are implementing something “new” and most result in the elimination of something “old.”

Examples

The following are examples of project names that have been normalized using the conventions described above.

OriginalNormalized

QuickTemp Rewrite

Rewrite QuickTemp

Greentree Web and Database Servers Upgrade

Upgrade Greentree Web and Database Servers

WSG - Migrate File Storage from NetApp to Windows File Server

Migrate File Storage to Windows File Server

Constituent Engagement Management System

Implement Constituent Engagement Management System

Kuali Coeus and Cayuse 424 System to System Integration

Implement Integration of Kuali Coeus with Cayuse 424 System

Kuali Coeus Conflict of Interest for Research

Implement Kuali Coeus Conflict of Interest for Research

Kuali Coeus Negotiations Module Implementation

Implement Kuali Coeus Negotiations Module

LAOHP Administration System

Implement LAOHP Administration System

Planning and Budget Scanning Project

Implement Scanning System for Planning and Budget

Office365 Email Migration - University Advancement

Migrate Email to Office 365 for University Advancement

New User Account Automation

Automate New User Account Creation

Border IDS / IPS Replacement

Replace Border Intrusion Detection and Prevention System

Enhance OR and GD VB6 apps to support MS Office 2013

Enhance VB6 Applications to Support MS Office 2013

Netreo Automation

Automate Netreo

Enterprise Data Center Firewall Consolidation Project

Consolidate Firewalls for Enterprise Data Center

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