Performing inventory and categorization
Performing Inventory and Categorization
As in your pilot, you’ll have to inventory and collect data. When you ﬁrst did the inventory for
the pilot, you could do a physical inventory and pretty much gather the data by hand. For a roll-
out to production, you’ll want to import this data from existing systems. In network and facili-
ties management, there’s a practice of auditing the systems. These audits have collections of the
data you’ll need. You’ll want to get the data for one rollout area into your system and then begin
the process of categorizing it.
For example, in Figure 6.2 we identiﬁed the following areas we wanted to roll out:
Human Resources (HR)•u
Let’s assume you want to roll out to the HR area ﬁrst. You pick this area because it is a logical
grouping of elements for one team—the Human Resources employees. You can see from your
energy domain layout that this area is powered by com.example.panel-8-ldp6. So now you need
to inventory all of the powered devices covered by the energy domain in that area. Then you
can start to categorize them. The problem is ﬁnding out what these devices are. For the pilot, we
A building overlaid
with rollout areas
by social context
Trading Call CenterCall Center HRHR Lobby
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CHAPTER 6 Pilot to Production
did a physical audit. Now what we suggest is to import or review audit data. Let’s take a look at
some of the sources of that data.
Usually, the word audit brings up dread, fear, and the formality associated with the IRS. The kind
of audit we are talking about here is merely a listing of the things in your network and facility.
With the convergence of facility and IT management, there is an opportunity to merge some
principles from both disciplines and add a third for energy management. A facilities audit and
a network audit are two traditional but very different types of audits. The good thing is that
your managers will already have information for these audits. So what you want to do for your
energy management rollout is to gather the information from facilities and network audits and
then create an audit of your own for energy.
Gather information from existing systems as much as possible. There is no need to track
data from scratch for your energy management systems.
Let’s a take a look at the information in these audits:
Facilities Audit Data A facilities audit is a way to collect maintenance and performance
information about a building. Typically, facilities audits produce formal documentation that
evaluates and lists information about the following:
Mechanical plumbing and heating•u
Cooling and ventilating•u
Electrical service and distribution•u
Safety and ﬁre concerns•u
Network Audit Data The purpose of a network audit is to document the components, con-
nectivity, people, and processes involved in the operation of a network. Network audits are
typically divided into two parts—the physical audit and the connectivity audit.
The physical audit usually contains information about the following:
Wiring closet locations
Device types and manufacturers•u
Administrator contact information•u
Physical installed location•u
The connectivity audit typically contains information about the logical setup of the network.
This information relies on the Open Systems Interconnection (OSI) model. As follows:
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