ITIL Processes · Unix/Linux Operations

⚙️ ITIL & Unix Operations

ITIL Processes mapped to Unix/Linux Operations — L3 Scenario Walkthroughs & Key Concepts

11 ITIL Processes L3 Scenarios Incident · Problem · Change · Release · DR
01
🔥
Incident Management
Restore service · Minimize impact · ITIL v4
Critical
Restore normal service operation as quickly as possible and minimize the adverse impact on business operations, ensuring that agreed levels of service quality are maintained.
📋 Log
🏷️ Categorize
⚡ Prioritize
👤 Assign
🔍 Investigate
✅ Resolve
🧪 Validate
🔒 Close
Priority Impact Response SLA Resolution SLA Example Scenario
P1 Critical — Business halted 15 min 4 hours Production server down, entire service unavailable
P2 High — Major degradation 30 min 8 hours High CPU, partial service outage, NFS mount failure
P3 Medium — Partial impact 2 hours 24 hours Filesystem 80% full, non-critical process crash
P4 Low — Minimal impact 4 hours 72 hours Minor log errors, scheduled maintenance tasks
Server Down Filesystem 100% Full High CPU/Memory NFS Mount Failure Cluster Failover Zombie Processes Swap Exhaustion Network Unreachable SSH Login Failure Cron Job Not Running
disk usage
df -kh df -ih # inode check
Check filesystem usage & inodes
find large files
du -sh /* du -sh /var/* | sort -rh find / -size +500M
Locate space hogs
open files
lsof | grep deleted lsof +L1
Find deleted-but-open files
cpu / memory
top -c vmstat 1 5 sar -u 1 10
Real-time system performance
network
ping -c 4 <host> traceroute <host> netstat -tunlp
Connectivity diagnostics
process
ps -ef | grep <proc> kill -9 <pid> strace -p <pid>
Process inspection & kill
Q What is the difference between an Incident and a Problem?
An Incident is an unplanned interruption or degradation of an IT service. The goal is restoration — fast. A Problem is the underlying root cause of one or more incidents. For example: a server crashing = Incident. The recurring crash caused by a memory leak in a Java application = Problem. Incidents are reactive; Problem Management is proactive and preventive.
Q What is a P1 Incident? What do you do when one occurs?
A P1 (Priority 1) incident has critical business impact — production is down or a major business function is completely unavailable. Actions: 1) Immediately alert the on-call team and management bridge. 2) Assign an Incident Commander. 3) Begin parallel investigation without delay. 4) Communicate status updates every 15–30 mins. 5) Escalate to L3/vendor if L2 cannot resolve. 6) After resolution, mandatory RCA is filed.
Q Walk me through how you handle a filesystem that is 100% full.
1) Confirm with df -kh and df -ih (check inodes too). 2) Check for deleted-but-open files with lsof +L1 — sending SIGHUP to the process frees space immediately. 3) Find large files: du -sh /* | sort -rh. 4) Check /tmp, /var/log for old logs. 5) If logs, rotate or truncate (not delete while in use). 6) As emergency: raise a Change to extend the LV/volume. 7) After resolution, set up monitoring alerts at 80/90% thresholds.
Q What information is mandatory when logging an incident ticket?
Mandatory fields: Affected CI (Configuration Item), Date/Time detected, Impact & Urgency, Description of symptoms, Steps to reproduce, Affected users/services count, Priority level, Assigned team/engineer, Any alerts/monitoring evidence, Initial workaround (if applied).
02
🔎
Problem Management
Root cause identification · Prevent recurrence
High
Identify and eliminate the root cause of incidents to prevent recurrence. Manage Known Errors and maintain the KEDB (Known Error Database).
🔍 Identify
📊 Log
🔬 Investigate RCA
🩹 Workaround
🔧 Permanent Fix
🔒 Close
5 Whys
Recursively ask "Why?" until the root cause is reached. Simple and effective for most Unix incidents.
Fishbone (Ishikawa)
Cause-and-effect diagram categorizing causes into people, process, technology, environment.
Timeline Analysis
Reconstruct event sequence from logs: last, /var/log/messages, audit logs.
Change Review
Check if any recent changes (patches, configs) preceded the incident. Review CMDB diff.
Q What is KEDB and why is it important?
KEDB (Known Error Database) is a repository of Known Errors — problems for which a root cause and workaround/fix has been identified. It allows support teams to resolve recurring incidents faster by referencing known solutions instead of starting from scratch. In ITSM tools like ServiceNow or BMC Remedy, KEs are linked to problem and incident records.
Q What is the difference between a workaround and a permanent fix?
A workaround is a temporary solution that restores service without removing the root cause (e.g., restarting a service that crashes every 12 hours). It reduces impact but the problem persists. A permanent fix eliminates the root cause (e.g., patching the memory leak causing the crash). Permanent fixes usually go through the Change Management process.
Q What Unix logs would you analyze during an RCA?
Key logs: /var/log/messages or /var/log/syslog (system events), /var/log/secure (auth), dmesg (kernel ring buffer), /var/log/cron (scheduled jobs), application-specific logs, last and lastb (logins), ausearch (audit), cluster logs (/var/VRTSvcs/log/engine_A.log for VCS).
03
⚙️
Change Management
Controlled changes · CAB approval · Zero surprise
High
Ensure all changes to IT services and infrastructure are assessed, authorized, implemented, and reviewed in a controlled manner to minimize risk and disruption.
📋
Standard
Pre-approved, low risk, follows documented procedure. E.g., routine user creation, standard patching window.
🔄
Normal
Requires full CAB review and approval. Planned in advance. E.g., kernel upgrade, SAN migration, cluster change.
🚨
Emergency
Urgent fix to restore service. ECAB approves. Documented after implementation. E.g., emergency security patch.
📝 Raise RFC
⚖️ Risk Assessment
✅ CAB Approval
🔧 Implement
🧪 Validate
🔒 PIR & Close
What
Change description, reason, CI impacted, expected outcome
When
Start date/time, end date/time, maintenance window
How
Step-by-step implementation plan with commands
Risk
Risk assessment, impact analysis, testing evidence
Rollback
Detailed rollback plan if change fails (mandatory)
Who
Implementer, reviewer, approver, stakeholder list
Q What is a CAB and who attends it?
CAB (Change Advisory Board) is a group that reviews and approves Normal changes. Attendees typically include: Change Manager (chair), Service Owners, Application Owners, Infrastructure Leads (Unix/Windows/Network/Storage), Security, Business Representatives. ECAB (Emergency CAB) is a subset that convenes for Emergency changes and can approve within hours.
Q What is a Rollback Plan and when do you invoke it?
A Rollback Plan is a documented procedure to revert changes and return the system to its pre-change state. You invoke it when: the change fails validation, unexpected errors occur during implementation, SLA breach is imminent, or the business requests abort. For Unix: rollback may include restoring from snapshot, reverting RPM with rpm -e and reinstalling old version, restoring config files from backup, or failing back a cluster service group.
Q What is a PIR (Post Implementation Review)?
PIR is a review conducted after a significant change to evaluate whether it achieved its objectives, caused any unintended side effects, and to capture lessons learned. For Unix teams: verify services are stable, performance metrics are normal, no new incidents created, and documentation is updated. PIR findings feed back into Change and Problem Management.
04
📦
Release Management
Software deployment · Patching · RPM lifecycle
Medium
Plan, schedule, and control the movement of releases through test and live environments. Ensure the integrity of live environment and that correct components are released.
OS Patching (Critical/Regular) Kernel Upgrades RPM Package Installation Application Binary Deployment Configuration File Releases Script Deployments Firmware Updates
rpm install
rpm -ivh package.rpm rpm -Uvh package.rpm # upgrade
Install / upgrade RPM package
rpm query
rpm -qa | grep <pkg> rpm -qi <package> rpm -ql <package>
Query installed packages
rpm remove
rpm -e <package> rpm -e --nodeps <pkg>
Remove package (rollback)
yum / dnf
yum update -y yum install <pkg> yum history undo <id>
Package manager (RHEL/CentOS)
kernel info
uname -r rpm -qa | grep kernel grubby --default-kernel
Kernel version and boot entry
patching flow
# Pre: snapshot / backup yum update -y reboot # Post: validate services
Patching sequence
Q How do you approach critical kernel patching in production?
1) Raise a Normal Change ticket with full implementation plan. 2) Get CAB approval and maintenance window. 3) Take VM snapshot or backup. 4) Drain active connections / notify users. 5) If clustered, evacuate service groups to peer nodes (hagrp -switch). 6) Apply patch (yum update kernel -y). 7) Reboot. 8) Validate: check services, check new kernel with uname -r. 9) Fail back cluster resources. 10) Monitor for 30-60 mins. 11) If issues: rollback to previous kernel via GRUB.
05
🎫
Service Request Management
User provisioning · Access · Scheduled tasks
Medium
New User Account Password Reset Sudo Access Grant SSH Key Setup Cron Job Creation Group Membership Home Directory Setup NFS Mount Request Filesystem Extension
user management
useradd -m -s /bin/bash user1 passwd user1 usermod -aG group1 user1 userdel -r user1
Create, modify, delete users
user info
id user1 getent passwd user1 finger user1 last user1
User details and login history
cron setup
crontab -e -u user1 crontab -l -u user1 # min hr dom mon dow cmd 0 2 * * * /scripts/backup.sh
Manage cron jobs
06
🔑
Access Management
Least privilege · IAM · Authentication controls
High
Grant authorized users the right to use a service while preventing access to non-authorized users. Implement Least Privilege: users get only the access they need to perform their role.
sudo management
visudo # Allow user specific cmds: user1 ALL=(ALL) /bin/df,/usr/bin/top # NOPASSWD: user1 ALL=(ALL) NOPASSWD: /sbin/service
Edit sudoers safely
ssh key auth
ssh-keygen -t rsa -b 4096 ssh-copy-id user@host # Or manually: cat id_rsa.pub >> ~/.ssh/authorized_keys chmod 600 ~/.ssh/authorized_keys
SSH key-based authentication
file permissions
chmod 750 /script.sh chown user:group /file setfacl -m u:user1:rx /dir getfacl /dir
Permissions and ACLs
account lockout
passwd -l user1 # lock passwd -u user1 # unlock chage -l user1 # expiry info chage -E 2025-12-31 user1
Lock accounts and manage expiry
Q What is the Principle of Least Privilege and how do you enforce it in Unix?
Least Privilege means users and processes get only the minimum access required to perform their job. In Unix: use sudo to grant specific commands (not full root), use ACLs for fine-grained file permissions, disable root SSH login (PermitRootLogin no in sshd_config), use PAM for authentication policies, regularly audit /etc/sudoers and remove stale entries, enforce password policies with chage.
07
🗄️
Configuration Management (CMDB)
CI inventory · Relationships · Single source of truth
Medium
Server CI
Hostname, IP, OS version, hardware specs, location
Storage CI
SAN LUNs, NFS shares, mount points, filesystem sizes
Application CI
App name, version, owner, dependencies, config files
Cluster CI
Cluster name, nodes, service groups, VIPs, disk groups
Network CI
Interfaces, bonding config, VLANs, firewall zones
Certificate CI
SSL certs, expiry dates, thumbprints, associated services
system identity
hostname -f uname -a cat /etc/os-release
Hostname, kernel, OS version
hardware info
dmidecode -t system dmidecode -t memory lscpu lshw -short
Hardware inventory
network config
ip addr show ip route cat /etc/hosts nmcli device show
Network configuration
storage info
lsblk fdisk -l multipath -ll vgdisplay; lvdisplay
Disk and volume info
08
📊
Availability Management
Uptime monitoring · HA clusters · SLA compliance
High
Ensure IT services are available at the agreed times. Monitor, measure, and report on availability. Proactively improve availability through redundancy, HA design, and monitoring.
MTTR
Mean Time To Repair — average time to restore service after failure
MTBF
Mean Time Between Failures — average time between incidents
Uptime %
99.9% = 8.76 hrs/yr downtime. 99.99% = 52.6 min/yr
MTTA
Mean Time To Acknowledge — response speed metric
system performance
top -bn1 vmstat 1 10 sar -u 1 5 iostat -xz 1 5
CPU, memory, I/O stats
cluster status
hastatus -sum hagrp -state hares -state hacf -verify /etc/VRTSvcs/conf
VCS cluster health
multipath storage
multipath -ll multipathd -k"show paths" multipathd -k"show maps"
SAN path availability
uptime / load
uptime w last reboot sar -q 1 5 # load average
System uptime and load history
09
📈
Capacity Management
Resource planning · Trend analysis · Forecasting
Medium
Ensure current and future capacity and performance needs of the business are delivered cost-effectively. Manage CPU, memory, disk, and network capacity through monitoring and planning.
cpu capacity
sar -u 1 10 mpstat -P ALL 1 5 nproc --all
CPU utilization trending
memory capacity
sar -r 1 5 free -m cat /proc/meminfo
Memory usage and trends
disk capacity
df -kh sar -d 1 5 # disk I/O du -sh /data/* | sort -rh
Storage utilization
network capacity
sar -n DEV 1 5 ifstat 1 5 iftop -i eth0
Network throughput monitoring
10
🛡️
Disaster Recovery Management
RPO · RTO · Business Continuity Planning
Critical
RPO
Recovery Point Objective — Maximum acceptable data loss. E.g., RPO = 1 hour means backups must run every hour.
RTO
Recovery Time Objective — Maximum time to restore service after disaster. Drives DR infrastructure investment.
BCP
Business Continuity Plan — Broader plan ensuring business functions during/after disaster. DR is a subset of BCP.
MTPD
Maximum Tolerable Period of Disruption — Business-defined absolute maximum outage time.
DR Tier 1
Hot standby — real-time replication, failover in minutes. Used for critical production systems.
DR Tier 2/3
Warm/Cold standby — periodic sync or backup restore. Lower cost, longer RTO. Non-critical systems.
VCS Cluster Failover to DR Site Storage Replication Failover (SRDF/PPRC) DNS Cutover NFS Remount to DR Storage Service Validation Post-Failover Reverse Replication Setup
Q Explain RPO vs RTO with an example.
Example: A banking application. RPO = 15 minutes (means: in a disaster, they can afford to lose at most 15 min of transactions — so replication must run every ≤15 min). RTO = 2 hours (means: the service must be back online within 2 hours of a disaster declaration). In Unix context: RPO drives your backup/replication frequency; RTO drives your DR automation, runbook complexity, and pre-provisioned standby infrastructure.
Q What is a DR drill and how do you prepare for it?
A DR drill tests the ability to fail over to DR and restore operations within RTO. Preparation: 1) Review and update DR runbooks. 2) Verify replication is healthy. 3) Raise a Change ticket (Normal change). 4) Coordinate with application, DB, and network teams. 5) Define success criteria and rollback plan. 6) Execute: failover, validate services, document any deviations. 7) Post-drill: update runbooks, raise incidents for gaps found, file RCA if RTO/RPO not met.
11
📚
Knowledge Management
SOPs · RCAs · Build docs · DR procedures
Standard
Gather, analyze, store and share knowledge and information within the organization. Prevent knowledge loss, reduce time to resolve incidents, and support consistent service delivery.
SOPs
Standard Operating Procedures for routine tasks: patching, user creation, backups, health checks
RCA Documents
Post-incident root cause analysis, timeline, contributing factors, preventive actions
Build Docs
Server build/commissioning procedures, OS hardening guides, standard configurations
DR Runbooks
Step-by-step failover procedures for each critical service/application
Topology Diagrams
Network, cluster, and storage architecture diagrams for quick incident triage
KEDB Entries
Known errors with symptoms, workarounds, and permanent fix status
Interview tip: Mention that you maintain runbooks and contribute to KEDB. Say you document every P1/P2 incident with a brief RCA and update SOPs when procedures change. Interviewers love candidates who own documentation.
Advanced

L3 Scenario Walkthroughs

Expected to discuss: Incident handling · Troubleshooting · Change process · Rollback · RCA · Validation

1Filesystem 100% Full on Production Server
DetectAlert triggered — monitoring shows /data at 100%. Incident ticket raised (P2 or P1 if service impacted).
TriageRun df -kh and df -ih. Confirm which filesystem. Check if inodes exhausted separately from space.
Fix1) lsof +L1 — free deleted-but-open files. 2) Find large files: du -sh /data/* | sort -rh. 3) Truncate/rotate old logs. 4) Move/archive old data. 5) If insufficient: raise Emergency Change to extend LV — lvextend -L +20G /dev/vg01/data && resize2fs.
ValidateConfirm df -kh shows headroom. Verify application is writing successfully. Check no errors in app logs.
RCAIdentify root cause: log explosion? Missing log rotation? Data growth? Implement fix: logrotate policy, cron cleanup job, capacity alert at 80/90%.
2VCS Service Group Failure / Cluster Failover Issue
DetectAlert: VCS service group FAULTED. Incident raised. Check hastatus -sum immediately.
Triagehagrp -state <group> — identify faulted resources. hares -state — pinpoint which resource failed (disk group, mount, IP, application). Check VCS engine log: /var/VRTSvcs/log/engine_A.log.
FixIf autofailover didn't trigger: hagrp -switch <grp> -to <node2>. If resource fault blocking failover: hares -clear <resource> -sys <node> then retry. If disk group issue: vxdg -g <dg> import on target node. Check storage paths: multipath -ll.
Validatehastatus -sum shows ONLINE on new node. Application team confirms service is up. No data corruption. Monitor for 30 min.
ChangeFailback to original node during next maintenance window via Normal Change. Update CMDB with current active node.
RCADetermine why resource faulted: storage path failure, network split-brain, resource timeout. Feed to Problem Management.
3SAN Storage Migration
ChangeRaise Normal Change ticket. Plan: source LUNs, target LUNs, migration tool (vxdg move, EMC SRDF, IBM FlashCopy). Get CAB approval. Schedule maintenance window.
Pre-checkVerify multipath is healthy on all paths (multipath -ll). Take filesystem/LVM/VG snapshot. Confirm backup is current. Document current vgdisplay, lvdisplay, df -kh baseline.
Migrate1) Quiesce application I/O. 2) Unmount filesystem or take service group offline. 3) Migrate LUNs at storage layer. 4) Rescan: echo "- - -" > /sys/class/scsi_host/hostX/scan. 5) Update multipath: multipathd -k"reconfigure". 6) Import VG on new LUNs. 7) Mount filesystem. 8) Bring service group online.
ValidateApplication I/O verified. multipath -ll shows all paths active. df -kh matches pre-migration. Run application-level smoke tests. Monitor I/O with iostat -xz 2.
PostUpdate CMDB with new LUN IDs and storage array. Close change ticket. Archive migration runbook as KA article.
4Critical Kernel Patching (Production)
ChangeRaise Normal Change. Include: current kernel, target kernel, CVE details, test results from dev/UAT. CAB approval. Maintenance window agreed with app owners.
Pre-checkVerify: disk space for patch (df -kh), current running services (systemctl list-units), cluster status (hastatus -sum), backup/snapshot taken, rollback kernel identified in GRUB.
ImplementIf clustered: evacuate service groups to peer node (hagrp -switch). Then: yum update kernel -y → verify in grubby --default-kernel → reboot → confirm boot on new kernel (uname -r).
ValidateAll services started. dmesg clean. Application team smoke test passed. Cluster resources failed back. Monitor CPU/memory/IO baselines for 1 hour.
RollbackIf issues: reboot → select previous kernel in GRUB → grubby --set-default=<prev-kernel-path> → notify change manager → raise incident → document in change ticket.
Quick Reference

Key ITIL Concepts to Know

SLA
Service Level Agreement — formal agreement between IT and the business defining service targets
OLA
Operational Level Agreement — agreement between internal IT teams supporting the SLA
UC
Underpinning Contract — agreement with external vendors/suppliers supporting service delivery
CMDB
Configuration Management Database — single source of truth for all IT assets and their relationships
RFC
Request for Change — formal proposal to make a change; triggers the Change Management process
Known Error
A problem with a documented root cause and approved workaround, stored in the KEDB
CSI
Continual Service Improvement — ITIL discipline for ongoing improvement using metrics and feedback
ITSM Tool
ServiceNow, BMC Remedy, Jira Service Management — platforms implementing ITIL workflows