IP Library Granted Patent US 10,740,083
Granted Patent B2
US 10,740,083 · App. 15/935,662 · Granted Aug 11, 2020

Systems and methods for documenting, analyzing, and supporting information technology infrastructure

Inventor: Ricky D. Phipps (Chicago, IL)
Assignee: BizDox, LLC
G06F8/65G06F8/71G06F16/2272G06F16/2358G06F16/24578G06F16/951G06F16/9535G06Q10/0635G06Q10/0637H04L43/12H04L67/34
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Quick Facts
Patent No.
US 10,740,083
App. No.
15/935,662
Granted
Aug 11, 2020
Kind
B2
Abstract

Systems and methods of the present disclosure facilitate managing information technology (IT) infrastructure. The system can include a server configured to retrieve data records for first and second IT assets, each asset comprising at least one of a computing device, a software application, an end user, a business unit, a piece of networking hardware, or an agreement for an IT service. The server can select a template comprising a relationship between the first and second data records. The system can include a link generator configured to generate a different relationship, absent from the template, between the first and second data records. The system can include a search engine configured to identify third and fourth IT assets that satisfy the second relationship, determine an indices of completeness for the third and fourth IT assets, and rank the third and fourth IT assets based on the indices to generate an ordered list.

Claims (58)

1. A method for importing and synchronizing documentation data records from external configuration data, comprising:

receiving, by a server comprising one or more processors, a request to import configuration data for a first set of technology assets into documentation data associated with a second set of technology assets;

selecting, by the server, a template for the configuration data based on the request, the template comprising a first set of relationships between the second set of technology assets associated with the documentation data and the first set of technology assets associated with the configuration data;

retrieving, by the server, responsive to selecting the template, the configuration data, wherein the configuration data is associated with the second set of technology assets;

applying, by the server, the template to the configuration data to generate a second set of relationships between the second set of technology assets associated with the documentation data and the first set of technology assets associated with the configuration data based on the first set of relationships;

determining, by the server, for each of the second set of relationships, updated documentation data in a respective portion of the configuration data compared to a respective portion of the documentation data using the template;

inserting, by the server, each of the portions of the updated documentation data into the documentation data based on the template and the second set of relationships;

determining, by the server, for each of the second set of relationships, updated configuration data in a respective portion of the documentation data compared to a respective portion of the configuration data using the template;

inserting, by the server, each of the portions of updated configuration data into the configuration data based on the template and the second set of relationships; and

providing, by the server, the updated set of configuration data for display in a first user interface, and the updated set of documentation data for display in a second user interface.

2. The method of claim 1 , wherein receiving a request to import the configuration data further comprises receiving a request to export the documentation data into the configuration data.

3. The method of claim 1 , wherein selecting the template for the configuration data further comprises receiving, by the server, the template associated with the configuration data.

4. The method of claim 1 , wherein selecting the template for the configuration data further comprises:

receiving, from a user interface, a set of template parameters; and

selecting, based on the set of template parameters, the template for the updated set of configuration dataset of configuration data.

5. The method of claim 1 , wherein retrieving the configuration data further comprises retrieving an application programming interface associated with the configuration data based on the request and the template.

6. The method of claim 5 , wherein applying the template to the configuration data further comprises parsing the configuration data using the application programming interface.

7. The method of claim 1 , wherein applying the template to the configuration data to generate the second set of relationships further comprises:

generating, by the server, a user interface based on the request, the template, the configuration data, and the documentation data;

receiving, by the server, input from the user interface; and

generating, by the server, the second set of relationships based on input received from the user interface and the template.

8. The method of claim 1 , wherein determining more recent documentation data further comprises determining portions of old documentation data in the documentation data.

9. The method of claim 8 , wherein inserting each of the portions of new documentation data further comprises removing each of the portions of old documentation data from the documentation data.

10. The method of claim 1 , wherein determining more recent configuration data further comprises:

determining portions of old configuration data in the configuration data; and

removing the portions of old configuration data from the configuration data.

11. A system for importing and synchronizing documentation data records from external configuration data, comprising:

one or more processors to:

receive a request to import configuration data for a first set of technology assets into documentation data associated with a second set of technology assets;

select a template for the configuration data based on the request, the template comprising a first set of relationships between the second set of technology assets associated with the documentation data and the first set of technology assets associated with the configuration data;

retrieve, responsive to selecting the template, the configuration data, wherein the configuration data is associated with the second set of technology assets;

apply the template to the configuration data to generate a second set of relationships between the second set of technology assets associated with the documentation data and the first set of technology assets associated with the configuration data based on the first set of relationships;

determine, for each of the second set of relationships, more recent documentation data in a respective portion of the configuration data compared to a respective portion of the documentation data using the template;

insert each of the portions of more recent documentation data into the documentation data based on the template and the second set of relationships;

determine, for each of the second set of relationships, more recent configuration data in a respective portion of the documentation data compared to a respective portion of the configuration data using the template; and

insert each of the portions of more recent configuration data into the configuration data based on the template and the second set of relationships.

12. The system of claim 11 , wherein the one or more processors are further configured to:

receive a request to import the configuration data including a request to export the documentation data into the configuration data.

13. The system of claim 11 , wherein the one or more processors are further configured to:

select the template for the configuration data by receiving the template associated with the configuration data as part of the request.

14. The system of claim 11 , wherein, to select the template for the configuration data, the one or more processors are further configured to:

receive, from a user interface, a set of template parameters; and

select, based on the set of template parameters, the template for the configuration data.

15. The system of claim 11 , wherein the one or more processors are further configured to:

retrieve the configuration data, including an application programming interface associated with the configuration data based on the request and the template.

16. The system of claim 15 , wherein the one or more processors are further configured to:

apply the template to the configuration data by first parsing the configuration data using the application programming interface.

17. The system of claim 11 , wherein, to apply the template to the configuration data to generate the second set of relationships, the one or more processors are further configured to:

generate a user interface based on the request, the template, the configuration data, and the documentation data;

receive input from the user interface; and

generate the second set of relationships based on input received from the user interface and the template.

18. The system of claim 11 , wherein the one or more processors are further configured to:

determine more recent documentation data and determine portions of old documentation data in the documentation data.

19. The system of claim 18 , wherein the one or more processors are further configured to:

insert each of the portions of new documentation data and remove each of the portions of old documentation data from the documentation data.

20. The system of claim 11 , wherein, to determine the updated configuration data, the one or more processors are further configured to:

determine portions of old configuration data in the configuration data; and

remove the portions of old configuration data from the configuration data.

Assignments (7)
MERGER Recorded May 16, 2024
From: CONNECTWISE.COM, INC.; CONNECTWISE, INC.
To: CONNECTWISE, INC.
Reel/Frame 067432/0473 →
RELEASE OF SECURITY INTEREST Recorded Oct 6, 2021
From: OWL ROCK CAPITAL CORPORATION
To: CONNECTWISE, LLC; CONTINUUM MANAGED SERVICES HOLDCO, LLC
Reel/Frame 057718/0617 →
SECURITY INTEREST Recorded Oct 5, 2021
From: CONNECTWISE, LLC; DIPPELL & ASSOCIATES, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 057771/0004 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 30, 2020
From: PHIPPS, RICKY D.
To: BIZDOX, LLC
Reel/Frame 053084/0150 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 30, 2020
From: BIZDOX, LLC
To: CONNECTWISE.COM, INC.
Reel/Frame 053086/0558 →
SECURITY INTEREST Recorded Mar 5, 2019
From: CONNECTWISE, LLC
To: OWL ROCK CAPITAL CORPORATION, AS COLLATERAL AGENT
Reel/Frame 048509/0936 →
CERTIFICATE OF CONVERSION Recorded Feb 27, 2019
From: CONNECTWISE, INC.
To: CONNECTWISE, LLC
Reel/Frame 048453/0416 →
Continuity (4)
Continuation 14919286 · Oct 21, 2015
Continuation 14640997 · Mar 6, 2015
Provisional Application 61973388 · Apr 1, 2014
Related Publication 20190073209A1 · Mar 7, 2019
Cited By (1)
US 12,470,514