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IT Manager's Handbook,Second Edition,9780123704887
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IT Manager's Handbook,Second Edition


Edition: 2nd
Author(s): Holtsnider; Jaffe
ISBN10:  012370488X
ISBN13:  9780123704887
Format:  Paperback
Pub. Date:  9/29/2006
Publisher(s): Elsevier Science & Technology

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SummaryTable of Contents
Many technical professionals are tossed into their new position of managing an IT department without enough training or experience -- let alone a clear idea of what is expected of them. Other technicians are trying to decide if they should join the ranks of management, and want the real facts about managing - and managing other technical pros - before they decide.

To compound the issue, most companies have become highly dependent on their IT departments for their day-to-day business operations -- often including revenue generation -- so the tasks are critical and the learning curve is steep.

The IT Manager's Handbook, 2nd edition provides essential information needed to manage the new responsibilities thrust on you (or the ones you would like to have): vital tasks such as creating budgets, evaluating technologies, administering compliance, and managing staff.

A completely updated and expanded second edition that provides practical, easily accessible management advice written specifically for new IT managers:
A· Brings you up to speed on those business practices most critical to effective IT operations: recruiting, budgeting, resource planning, managing personnel, and working with vendors.
A· Includes expanded coverage on such critical IT management topics as security, disaster recovery, storage, government/regulatory compliance, and project management.
A· Organizes information modularly so you can delve directly into only the topics that you need.
A· Provides a unique management perspective on those specific technical issues with the most significant business ramifications.
A· Includes new material on key technology topics such as open source, wireless, handhelds, outsourcing, offshoring, and operations, as well as updated coverage of e-commerce, remote access, intranets, and LAN/WAN management.
Preface xxix
Part One: The Business of Being an IT Manager
The Role of an IT Manager
3(16)
Just What Does an IT Manager Do?
4(1)
Why All That Change and Flexibility Is Good
4(1)
Why All That Change and Flexibility Is Bad
5(1)
Managers in General
5(6)
General Definition of a Manager
6(1)
Styles of Management
6(3)
The Hidden Work of Management
9(1)
Resentment Toward Management
10(1)
Babysitting versus Managing
10(1)
Politics
11(1)
The Strategic Value of the IT Department
11(3)
Applications Development versus Technical Operations
12(1)
IT Department Goals
13(1)
The Value of IT Managers
13(1)
Develop an IT Strategy
14(2)
Determine Who Your Team Members Are
15(1)
Determine How Important Technology Is to Your Organization
15(1)
Determine Who Your Customers Are and What Their Needs Are
15(1)
Keep Your Department Central to the Company's Operations
16(1)
Additional Resources
16(3)
Web Sites
16(1)
Books and Articles
17(2)
Managing Your IT Team
19(24)
Keeping Employees Focused
20(3)
Establish Priorities
20(1)
Communicate with Your Team
21(2)
Company Mission
23(1)
Avoiding Burnout
23(3)
Be as Clear as Possible About Your Real Priorities
24(1)
Make Your Employees Aware of the Dangers of Burnout
24(1)
Deal with the Situation
25(1)
Employee Training
26(5)
Cost
26(1)
Need
27(1)
Employee Morale
27(1)
Scheduling Demands
27(1)
How Do You Know When Your Employees Need Training?
28(1)
Certification
28(1)
What If the Employee Takes a Training Class, and Then Uses His New-Found Skills to Find Another Job?
29(1)
Non-Technical Training
29(1)
Maximizing the Value of Training
30(1)
Performance Reviews
31(10)
Key Areas of Evaluation
31(4)
Specific Evaluation Statements
35(1)
Guidelines for Reviews
35(2)
Negative Reviews
37(2)
Have Employees Review Themselves
39(1)
``360'' Reviews
39(1)
How to Conduct the Actual Review Discussion
40(1)
Additional Resources
41(2)
Web Sites
41(1)
Books and Articles
42(1)
Staffing Your IT Team
43(52)
Why IT Managers Need to Deal with Hiring People
44(11)
HR Department's Role
44(2)
Justifying a Hire
46(1)
Start with Internal and External Referrals
47(1)
Internal versus External Hires
47(1)
Should You Hire a Full-time Employee or a Consultant?
47(8)
Write a Position Description
55(6)
Position Descriptions versus Contracts
55(1)
General Requirements
56(2)
Advertising Options
58(3)
Recruiters
61(4)
Finding the Right Recruiter
61(4)
Selecting Candidates
65(23)
Reviewing Resumes
65(2)
Telephone Screening
67(1)
At What Level Should I Interview?
67(1)
Narrowing Down the List
68(1)
General Interview Guidelines
69(1)
Prepare a List of Questions
70(3)
Who Else Should Interview a Candidate?
73(1)
Key Concepts for a Good Technical Interview
74(3)
Rank Criteria
77(2)
The Value of Certification
79(2)
Education
81(3)
Checking References
84(1)
Common Hiring Mistakes
85(1)
Offering the Correct Amount for an IT Position
86(2)
Outsourcing and Offshore Outsourcing
88(4)
Offshore Outsourcing Overview
89(3)
Additional Resources
92(3)
Web Sites
92(1)
Books and Articles
92(3)
Project Management
95(44)
Projects and ``Project Management'': A Quick Overview
96(3)
Different Kinds of Projects
96(1)
The Value of Project Management
97(1)
Five Key Phases to a Project
97(1)
Do You Have to be a Certified Project Manager to Run a Project?
98(1)
The Project Management Institute (PMI)
98(1)
Phase One: Scope the Project
99(6)
How a Typical Project Can Start
99(1)
Clearly Define the Project's Objective and Scope to Avoid ``Scope Creep''
99(1)
Department versus Company Objectives
100(1)
Get Proper Sponsorship for the Project
101(1)
Identify the Stakeholders
102(1)
Identify the Constraints, Interdependencies, and Risks
103(1)
The Project Charter
104(1)
Get Historical Perspective
105(1)
Phase Two: Develop a Project Plan
105(7)
Three Critical Components to Any Project
105(2)
Write the Project Plan with the Closeout Report in Mind
107(1)
Time Estimates
107(1)
Resources Required: Employees (From Internal and External to IT)
108(1)
Money
109(2)
Roles and Responsibilities
111(1)
Multiple Projects
111(1)
Phase Three: Launch the Project
112(1)
Range of Launch Options
112(1)
Stage a ``Kick-Off Meeting''
112(1)
Phase Four: Track the Project's Progress
113(6)
Microsoft Project
113(1)
Other Project Management Tools
114(1)
Gantt Charts and Time Lines
115(1)
PERT Charts and Critical Paths
115(2)
Project Milestones
117(1)
Updates to Management and the Team
118(1)
Phase Five: Close Out the Project
119(1)
Writing a Closeout Report
119(1)
Decision-Making Techniques
120(2)
Four Types of Decision-Making Methods
120(2)
What to Do If/When the Project Gets Off Track
122(3)
Some Issues Out of Your Control
122(1)
When a Project Gets Behind Schedule
123(1)
Your Project is Costing More than Expected
124(1)
Useful Project Management Techniques
125(6)
Project Teams
125(1)
Create a ``War Room''
126(1)
Formalized Project Frameworks
127(1)
Participate in the Project Yourself
127(1)
Offer Project Perks
127(1)
Give Your Project a Code Name
128(1)
Productive Project Meetings
128(3)
Funding Projects
131(4)
Estimating Costs: Go High
132(1)
Projects Always Cost More Than Estimated
132(1)
Capital Expenditures and Expense Items
133(1)
Exactly Who Is Going to Pay for It?
133(1)
Chargeback Codes
133(1)
Justifying the Costs
134(1)
Multiple Projects: How to Juggle Well
135(1)
You Will have Multiple Projects
135(1)
Dealing with Non-IT Departments on a Project
136(1)
Motivating Employees Outside Your Department
136(1)
Who Is In Charge?
136(1)
Additional Resources
137(2)
Web Sites
137(1)
Books and Articles
137(2)
Changing Companies
139(22)
The First Day
140(8)
Meeting the New Staff
140(1)
A Few Ideas for What to Say to Break the Ice
141(1)
Some Don'ts
141(1)
One-On-One Meetings
141(2)
What to Say to Those That Wanted Your Job and Didn't Get It
143(1)
Establish a Relationship with Your Manager and Your Peers
144(1)
Learning the Landscape: Key Users and Key Applications
145(3)
The First Month
148(9)
No Organization Is Perfect
148(1)
Quietly Advertising What You Bring To the Table
149(1)
Projects in Progress, and Projects on the Horizon
150(1)
Is The Status Quo Good Enough?
151(1)
People to Meet and Know
152(1)
Quick Hello Meetings
153(1)
HR Issues
154(1)
Budgeting
155(1)
Making Those First Decisions
155(2)
Two IT Departments --- What Happens If Your Company Merges with Another?
157(1)
Additional Resources
158(3)
Web Sites
158(1)
Books and Articles
158(3)
Budgeting
161(18)
The Budgeting Process
161(7)
Possible Budget Items
162(3)
Reviewers for Your Budget
165(1)
Estimating (and Overestimating) Your Numbers
165(1)
Getting Approval and Defending Your Budget
166(1)
During the Year: Tracking and Revising Your Budget
166(2)
The Difference between Capital Expenditures versus Operating Expense Items
168(2)
Capital Expenditure Definition
168(1)
Operating Expense Item Definition
168(1)
Capital Expenditure Details
168(1)
Check with Your Company's Policies
169(1)
Gray Areas
169(1)
Items to Watch Out For
170(1)
Lease versus Buy: Which One Is Better?
170(3)
Leasing
172(1)
Who Makes This Decision?
173(1)
Other Budgeting Factors to Consider
173(4)
Growth of Your Department's Workload
174(1)
Technological Change
174(1)
Staff
174(1)
Software Maintenance
175(1)
Hardware Maintenance
175(2)
Additional Resources
177(2)
Web Sites
177(1)
Books and Articles
178(1)
Managing Vendors
179(22)
Dealing with Vendors
179(7)
Establish a Relationship
180(1)
Past Experience
180(1)
Negotiate
181(1)
Help Your Vendors
181(1)
Think Long Term
182(1)
Get Multiple Bids
182(1)
Set Up a Trial Experience
183(1)
How Well Does Each Vendor Meet Each Criterion?
183(1)
Spending Limits
184(1)
Reviewing Contracts with Vendors
184(1)
Direct Company Reps
185(1)
VARs
186(1)
Key Evaluation Metrics
186(6)
Set Up a Matrix
187(5)
Getting Current Information
192(3)
The Web
192(1)
Vendor Representatives
193(1)
Trade Journals (Electronic and Print)
193(1)
Trade Shows
194(1)
Brown Bag Lunches
195(1)
Purchasing Sources
195(4)
Web and Catalogs
196(1)
Retail Computer Stores
197(1)
The Famous ``Gray Market''
198(1)
VARs
199(1)
Additional Resources
199(2)
Web Sites
199(1)
Books and Articles
200(1)
IT Compliance and Controls
201(30)
The Importance of Compliance to IT
202(1)
Overview
202(1)
The Victims of Non-Compliance
202(1)
The Rules
203(8)
Sarbanes-Oxley
203(1)
HIPAA
204(1)
Basel II
205(1)
SB-1386
206(1)
FACTA
206(1)
Gramm-Leach-Bliley
207(1)
U.S. Securities
208(1)
Patriot Act
209(1)
OFAC
209(1)
CLERP-9 (Australia)
209(1)
PIPEDA (Canada)
210(1)
Privacy and Electronic Communications Directive (European Union)
210(1)
How to Comply with the Rules
211(3)
Document the Policies
211(1)
Identify Control Mechanism(s)
212(1)
Educate Employees
213(1)
Maintain Evidence
213(1)
Hidden Benefits of Complying with the Rules
214(2)
The Hidden Benefit of Documentation
214(1)
The Hidden Benefit of Control Mechanisms
214(1)
The Hidden Benefit of Educating Your Employees
215(1)
Hidden Benefit of Maintaining Evidence
215(1)
Methodologies and Frameworks
216(4)
COSO
216(1)
COBIT
216(1)
ITIL
217(1)
CMMI
217(1)
ISO 9000
218(1)
Six Sigma
219(1)
It's Not Just Regulatory Compliance
220(4)
Electronic Discovery
220(1)
Working with Auditors
221(1)
Incident Response
221(1)
Disaster Recovery and Business Continuity
222(1)
Definition of Policies and Procedures
222(1)
Outsourcing
223(1)
Additional References
224(7)
Web Sites
224(3)
Books and Articles
227(4)
Part Two: The Technology of Being an IT Manager
Getting Started with the Technical Environment
231(24)
The Technical Environment
232(8)
What Do We Have Here?
232(1)
Define Your Scope
232(1)
Key Elements to Include
233(5)
Tools for Tracking the Technical Environment
238(1)
The Value of Good Infrastructure Documentation
239(1)
What You May Find
240(1)
Understanding the User Environment
240(3)
Determine Who Your Users Are
240(2)
Meet the Users
242(1)
TCO and Asset Management
243(4)
TCO
244(1)
Asset Management
245(2)
Standards
247(4)
Standards for Users
247(3)
Standards for IT
250(1)
Technology Refreshing
251(1)
Additional Resources
252(3)
Web Sites
252(1)
Books and Articles
253(2)
Operations
255(28)
Operations Center
255(6)
Backup and Restore
256(1)
Monitoring
256(2)
After Hours Support
258(2)
Call Tracking
260(1)
Multiple Environments
261(4)
Types of Environments
262(1)
Issues to Consider
263(1)
Test Environment
264(1)
Scheduling Downtime
265(5)
Estimating and Scheduling Downtime
266(1)
Scheduling Factors
267(1)
Downtime Communications
267(3)
Communicating to Other Groups within IT
270(1)
Change Management
270(8)
Which Changes Need CRs?
272(1)
Change Management Principles
272(4)
Emergency CRs
276(1)
Enterprise-Wide Changes
277(1)
Types of Testing
278(2)
Different Approaches to Testing
278(1)
Post-Implementation Testing in Production
278(2)
Additional Resources
280(3)
Web Sites
280(1)
Books and Articles
281(2)
Physical Plant
283(28)
Data Center
284(14)
Sizing a Data Center
284(1)
Electrical
284(6)
HVAC
290(3)
Cabinets
293(1)
Raised Floors
294(1)
Security and Monitoring
295(3)
The Cable Plant
298(10)
What Is a Cable Plant?
298(1)
Designing Your Cable Plant
298(1)
Managing a Cable Plant
299(1)
Copper or Fiber
300(5)
Cable Length and Connections
305(1)
Intermediate Distribution Frame/Facility
306(1)
Redundant Paths
307(1)
Wires: Can I Do Without Them?
308(1)
Additional Resources
308(3)
Web Sites
308(1)
Books and Articles
309(2)
Networking
311(38)
OSI Model
311(3)
Seven OSI Layers
312(1)
Internet Protocol Suite
313(1)
IP Addressing
314(5)
IP Addressing Primer
314(1)
A Shortage of Addresses
315(2)
DNS
317(1)
DHCP
318(1)
Local Area Networks
319(7)
LAN Design
319(1)
The Core Network
320(4)
Wireless LANs
324(1)
Bluetooth
325(1)
Wide Area Networks
326(7)
Considerations for a WAN
327(1)
Routers
327(1)
Key WAN Technologies
328(5)
Remote Access
333(8)
The Choices
334(1)
The Connection Path
335(1)
What You Connect To
336(4)
Security for Remote Access
340(1)
Network Management
341(2)
Finding Problems
341(1)
Management Tools
342(1)
Quality of Service (QoS) and Bandwidth Management
343(1)
Voice and Data Convergence
343(2)
Additional Resources
345(4)
Web Sites
345(1)
Books and Articles
346(3)
Security
349(34)
A Quick Note on How We Got Here
350(3)
Get Perspective
350(1)
Computer Security Themes
350(3)
Managing Security
353(7)
Action 1: Evaluate Your Environment's Needs, Exposures, and Defenses
354(3)
Action 2: Get Upper Level Management Buy-In
357(1)
Action 3: Mitigate the Risks
358(1)
Action 4: Work With Users to Make Everyone More Secure
358(2)
Action 5: Security is an Ongoing Process
360(1)
Security Solutions and Technologies
360(15)
Tracking and Controlling Access
360(5)
Authentication
365(3)
Defending the Perimeter
368(2)
Malware Prevention
370(1)
Ongoing Maintenance
370(1)
Tunneling
371(1)
Encryption, Keys and Certificates
372(2)
Staffing
374(1)
Response to Breaches
374(1)
Types of Threats
375(3)
Spoofing
375(1)
Malware
375(2)
Open Relays
377(1)
Phishing and Social Engineering
377(1)
Some Security Stories
378(1)
Stay Informed
378(1)
Useful Security Sites
378(1)
Computer Security Standards
379(1)
Additional Resources
379(4)
Web Sites
379(2)
Books and Articles
381(2)
Software and Operating Systems
383(28)
Types of Software
384(2)
Types of Software
384(2)
Operating Systems
386(7)
Windows
387(1)
Mac
387(1)
Unix Variants and Linux
387(2)
Choosing an Operating System
389(1)
Multiple Operating Systems
390(3)
Open Source
393(5)
Definition
393(2)
Cost
395(1)
Official Statements
395(2)
A Word on Richard Stallman and GNU
397(1)
Managing Software
398(10)
TCO
398(1)
Software Management Techniques
398(5)
Software Licensing
403(2)
Licensing Issues
405(3)
Additional Resources
408(3)
Web Sites
408(2)
Books and Articles
410(1)
Enterprise Applications
411(22)
E-mail
411(12)
Usage Statistics
412(1)
Advantages and Disadvantages of E-mail
413(1)
E-mail versus Phone Calls
414(1)
E-mail versus Faxes
415(1)
The Quality of Communication
415(2)
E-mail Product Choices
417(2)
Unified Messaging
419(1)
Managing E-mail
420(3)
Directory Services
423(4)
Moving Toward a Single ID and Password
423(1)
Directory Structure
424(1)
Directory Services Standards
425(1)
Choices in Directory Services
426(1)
Enterprise Resource Planning
427(3)
The Value of ERP Software
427(1)
General ERP Implementation Issues
428(1)
Costs of Implementing ERP
428(1)
Major Changes Required
429(1)
It Isn't Only IT's Decision
429(1)
Disadvantages to ERP
430(1)
Additional Resources
430(3)
Web Sites
430(1)
Books and Articles
431(2)
Storage Backup
433(18)
Managing the Data
434(3)
Data Retention
434(1)
User Education
435(1)
Shared Data Storage
436(1)
Quotas
436(1)
Disk Storage Technology
437(6)
Direct Attached Storage
437(1)
Network Attached Storage
437(1)
Storage Area Network
438(1)
Just a Bunch of Disks
438(1)
Storage Network Connectivity (Fibre Channel and iSCSI)
438(1)
Disk Drive Types
439(1)
Redundant Array of Inexpensive/Independent Disks
440(3)
Tape Storage and Backup
443(5)
Tape and Tape-Drive Technologies
443(1)
Variations on Backup
443(3)
Backup Schedule
446(1)
Backup Storage
447(1)
Information Lifecycle Management
448(1)
ILM versus Hierarchical Storage Management
449(1)
Additional Resources
449(2)
Web Sites
449(1)
Books and Articles
450(1)
User Support Services
451(18)
Value of Help Desks
452(1)
Typical Help Desk Activities
452(1)
Components of a Help Desk
453(6)
Two Critical Help Desk Issues
453(1)
Telephone System
454(1)
Procedures
454(1)
Access
455(1)
Self-Service
455(1)
Tools
456(1)
Call Tracking System
457(1)
Service Level Agreements
457(1)
User Surveys
457(1)
Measuring the Help Desk Workload
458(1)
Call Tracking
459(1)
Call Tracking Software
459(1)
Specific Issues
459(1)
The Value of Selecting Appropriate Help Desk Software
460(1)
Staffing
460(3)
Specific Considerations When Hiring for a Help Desk
461(1)
Size of Support Staff
462(1)
Staff Burnout
462(1)
Staff Training
462(1)
Escalating a Call
463(1)
Service Level Agreements
463(2)
Specific Issues
463(1)
Positive Values of SLAs
464(1)
Ask for Help from Your Staff
465(1)
Writing Good SLAs
465(1)
User Training
465(3)
In-House Classes
466(1)
Third-Party Training Providers
466(1)
Computer-Based Training
466(1)
Web-Based Training
466(2)
Additional Resources
468(1)
Web Sites
468(1)
Books and Articles
468(1)
Web Sites
469(30)
The Internet
469(7)
A Little History
470(1)
Types of Users
471(1)
Value as a Tool
472(1)
Specific Examples of What the Web Can Do for Your Company
473(3)
Corporate Web Sites
476(1)
Examples of the Old Model
476(1)
Examples of the New Model
476(1)
Intranets
477(1)
Uses
477(1)
Creating and Managing Web Sites
478(12)
Technical Considerations
479(3)
Content and Function
482(2)
Design
484(1)
Development
484(1)
Hosting
485(1)
FTP Sites
486(1)
Domain Names
486(1)
Internet Service Providers
487(3)
E-commerce
490(7)
Main Components of E-commerce
491(2)
Difficulties in Starting and Implementing E-commerce
493(1)
The Value of Selling over the Internet
494(1)
Is E-commerce Worth It?
495(1)
Some Important Elements of an E-commerce Web Site
495(2)
Additional Resources
497(2)
Web Sites
497(1)
Books and Articles
497(2)
User Equipment
499(16)
User Equipment Issues You'll Face
499(5)
Wide Ranges of Policies
500(1)
Who Gets What
500(1)
To Upgrade or Not
501(1)
Business versus Personal
502(1)
Security
503(1)
Who Is Liable When It's Lost/Stolen?
504(1)
Desktops
504(2)
Factors to Consider
504(2)
Laptops, Hand-helds and Other Portable Equipment
506(7)
Laptops
506(3)
Bluetooth
509(1)
Handheld Equipment
509(4)
Additional Resources
513(2)
Web Sites
513(1)
Books and Articles
514(1)
Disaster Recovery
515(20)
Defining the Scope
516(4)
Key Questions
516(1)
Scope Definition Phase
517(1)
Disaster Recovery Committee
518(1)
Application Assessment
519(1)
Create a Disaster Recovery Plan
520(10)
Communication Plan
521(1)
Documentation
522(1)
Real Estate and IT Facilities
522(2)
Off-Site Storage of Data
524(1)
Hardware Availability
525(1)
Regular Updating and Testing
526(2)
After the Disaster
528(1)
Regional and Catastrophic Disasters
528(1)
The ACT Model
529(1)
A Word About Business Continuity
530(1)
The Hidden Benefits of Good Disaster Recovery Planning
531(1)
Additional Resources
532(3)
Web Sites
532(1)
Books and Articles
533(2)
Bibliography 535(22)
Glossary 557(18)
Index 575

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