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GB/T 37961-2019 English PDF

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GB/T 37961-2019: Information technology service - Basic requirements for service
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Basic data

Standard ID: GB/T 37961-2019 (GB/T37961-2019)
Description (Translated English): Information technology service - Basic requirements for service
Sector / Industry: National Standard (Recommended)
Classification of Chinese Standard: L77
Classification of International Standard: 35.080
Word Count Estimation: 42,488
Date of Issue: 2019-08-30
Date of Implementation: 2020-03-01
Issuing agency(ies): State Administration for Market Regulation, China National Standardization Administration

GB/T 37961-2019: Information technology service - Basic requirements for service

---This is a DRAFT version for illustration, not a final translation. Full copy of true-PDF in English version (including equations, symbols, images, flow-chart, tables, and figures etc.) will be manually/carefully translated upon your order.
Information technology service - Basic requirements for service ICS 35.080 L77 National Standards of People's Republic of China Basic requirements for information technology services 2019-08-30 released 2020-03-01 Implementation State Administration for Market Regulation Issued by China National Standardization Administration

Table of contents

Preface Ⅲ 1 Scope 1 2 Normative references 1 3 Terms and definitions 1 4 Abbreviations 1 5 General requirements for service process 2 6 Information Technology Consulting Services 2 6.1 Overview 2 6.2 Information planning 2 6.3 Information System Design 3 6.4 Information Technology Management Consulting 4 6.5 Information System Engineering Supervision 4 6.6 Test evaluation certification 5 6.7 Information Technology Training 6 7 Design and development services 7 7.1 Overview 7 7.2 Hardware Design 7 7.3 Software design and development 8 8 Information system integration implementation service 9 8.1 Overview 9 8.2 Implementation of basic environment integration 9 8.3 Hardware integration implementation 10 8.4 Software integration implementation 10 8.5 Security Integration Implementation 11 8.6 System integration implementation management 12 9 Operation and maintenance services 12 9.1 Overview 12 9.2 Basic environment operation and maintenance 13 9.3 Hardware Operation and Maintenance 13 9.4 Software Operation and Maintenance 14 9.5 Security Operation and Maintenance 14 9.6 Operation and maintenance management 15 10 Data processing and storage services 16 10.1 Overview 16 10.2 Data processing and processing 16 10.3 Data storage 17 11 Operation Service 17 Appendix A (informative appendix) Example of the directory structure of the technical part of the service contract 19 Reference 36

Foreword

This standard was drafted in accordance with the rules given in GB/T 1.1-2009. Please note that certain contents of this document may involve patents. The issuing agency of this document is not responsible for identifying these patents. This standard was proposed and managed by the National Information Technology Standardization Technical Committee (SAC/TC28). Drafting organizations of this standard. Beijing Easy Service Information Technology Co., Ltd., Beijing Huayu Information Technology Co., Ltd., Guangzhou Saibao Certification Center Service Co., Ltd., Golden Tax Information Technology Service Co., Ltd., Dalian Huaxin Computer Technology Co., Ltd., Digital China System Set Cheng Service Co., Ltd., Shandong Langchao Cloud Information Technology Co., Ltd., Xi’an Xiangxun Technology Co., Ltd., China Electronic Technology Standardization Research Institute Research Institute, Chuangyuan Network Technology Co., Ltd., Beijing Zhongbaixin Information Technology Co., Ltd., Shanghai Tianhao E-commerce Co., Ltd. Company, Guoxin Youyi Data Co., Ltd., Shenzhen Zijin Fulcrum Technology Co., Ltd., Sichuan Jiuyuan Yinhai Software Co., Ltd., Chengyun Technology (China) Co., Ltd., Ping An Technology (Shenzhen) System Co., Ltd., Beijing Zhongke Jincai Technology Co., Ltd., Beijing Dexin Yongdao Information Technology Service Co., Ltd., Digital China Information Service Co., Ltd., Donghua Software Co., Ltd., Nanjing Nanda Smart City Planning Design Co., Ltd., Zhongping Information Technology Co., Ltd., Nanjing Huasu Technology Co., Ltd., The First Affiliated Hospital of Anhui Medical University, Industrial Securities Co., Ltd., China Securities Co., Ltd., Orient Securities Co., Ltd., Haitong Securities Co., Ltd., Haitong Futures Co., Ltd. The main drafters of this standard. Wang Zheng, Liang Xiaoyan, Li Xue, Xiong Jiansong, Liu Hong, Bai Lu, Wang Chuntao, Liu Ruihui, Wang Jin, Zhang Rongjing, Zhang Shuling, Lu Xuezhe, Sun Pei, Zhao Yuxiang, Wang Xiankuan, Liu Tingshan, Wang Sufang, Wang Yang, Lian Yulan, Jia Liguo, Hao Xiaoyu, Chen Yashu, Tang Long, Zhang Xu, Wu Yao, Ma Hongjie, Song Yuewu, Zhu Jianping, Zheng Yi, Wang Jiachun, Sheng Hongsheng, Wang Jiguo, Ruan Guanfei, Yang Nan, Chen Xiaoyu, Liu Jia, Huang Zhelin, Yang Quan, Gu Lin, Wu Ziqing, Zhang Hongwei, Zhu Zheng, Yao Lan, Wang Jiaoxia, Chen Dalong, Xu Hongbing, Zhou Wei, Li Jiaqi, Wang Yue, Yang Lin, Zhang Yan, Duan Chenglin, Wang Shengqiang. Basic requirements for information technology services

1 Scope

This standard specifies information technology consulting, design and development, information system integration implementation, operation and maintenance, data processing and storage, operation, etc. The basic requirements of the service. This standard applies to information technology service providers that provide services in related fields to establish specific specifications for the services that can be provided to And to provide a reference for both the supplier and the buyer to draft a service contract for a specific service or service combination.

2 Normative references

The following documents are indispensable for the application of this document. For dated reference documents, only the dated version applies to this article Pieces. For undated references, the latest version (including all amendments) applies to this document. GB/T 29264-2012 Information Technology Service Classification and Code

3 Terms and definitions

The following terms and definitions defined in GB/T 29264-2012 apply to this document. 3.1 Service A way for the supplier to deliver value to the demander in order to achieve the desired result of the demander. 3.2 Information Technology Service A series of service processes provided by the supplier in accordance with the demand for the development and application of information technology and the results produced by the process. 3.3 Results Activity deliverables or final deliverables in the service delivery process. 3.4 supplier Organizations or individuals that provide information technology services. 3.5 Demand side Organizations or individuals that need information technology services. 3.6 Owner unit Units that have the qualifications of the main body of the information system engineering (including operation and maintenance) contract and the ability to pay for the engineering and related services.

4 Abbreviations

The following abbreviations apply to this document.

5 General requirements for service process

The general requirements of the service process should include at least. a) Scope confirmation, the supplier should communicate with the demander in advance to confirm the scope and content of the service before launching information technology services; b) Service preparation, the supplier and the demander jointly discuss and analyze service requirements, and confirm service goals and service standards; c) Plan formulation, the supplier should conduct current research and feasibility analysis based on the demand of the demander, formulate a suitable service implementation plan, and confirm with the demander; d) When the service contract is signed, the content of the service contract should clarify the rights and obligations of the supplier and the buyer, and it should include business content and technical content; Note 1.See Appendix A for an example of the catalog structure of the technical part of the service contract e) Service implementation, the supplier performs the service contract, and monitors the problems in the implementation of the service project, and promotes the service project based on continuous communication with the demander; f) Result feedback, the supplier feedbacks the service result to the buyer, accepts the buyer's review and assists the buyer in the handover of the service or communicates further cooperation matters; g) Service settlement, according to the provisions of the service contract and the actual implementation and completion of the project, carry out the financial settlement of the project. Note 2.The general requirements of the service process are the common requirements that all services should follow. On this basis, each service follows their specific requirements.

6 Information Technology Consulting Services

6.1 Overview This chapter focuses on information planning, information system design, information technology management consulting, information system engineering supervision, testing, evaluation and certification, information Technical training and other services are required. 6.2 Information planning Information planning services mainly cover business system architecture analysis, business process analysis and optimization, business management optimization design, information architecture The process of blueprint design, informatization investment estimation, formulation of informatization planning and related results. Specific requirements are as follows. a) Business system architecture analysis and its results should at least include. 1) Activities. Analysis of the demand-side development strategy and definition of business capabilities; Results. Business capability analysis report. 2) Activities. the development of the demand-side's information capabilities; Achievement. Analysis report of informatization capability. 3) Activities. determination of informatization goals; Achievement. Informatization target report. b) Business process analysis and optimization and its results shall at least include. Activities. Organizational business process analysis, risk and efficiency assessment; Results. Business process optimization program. c) Business management optimization design and its results should at least include. Activities. Analyze the suitability and compliance assessment of business management; Results. Business management optimization plan. d) The blueprint design of the information architecture and its results should at least include. Activity. Application system component architecture definition; Achievement. technical architecture program. e) Informatization investment estimation and its results should at least include. Activity. Analysis of the benefits of information investment; Outcome. Informatization investment budget report. f) The formulation of an informatization plan and its results should at least include. Activities. overall planning of informatization; Achievement. Informatization planning program. 6.3 Information system design 6.4 Information Technology Management Consulting Information technology management consulting services mainly cover management concept introduction, gap analysis, consulting program design, implementation and operation, evaluation and improvement And other processes and related results. Specific requirements are as follows. a) The introduction of management concepts and their results shall at least include. 1) Activities. management concept training; Results. training materials and related records. 2) Activity. Conduct management status interviews with stakeholders; Results. Interview plan and interview records. b) The gap analysis and its results should include at least. 1) Activities. survey of current situation; Achievements. research records and research reports. 2) Activity. problem diagnosis; Outcome. Problem diagnosis report. c) The consulting plan design and its results should at least include. Activities. Analysis and design of consulting solutions; Results. Consulting solutions. d) Implementation and operation and their results shall at least include. 1) Activities. Management process and organizational structure optimization and implementation guidance; Achievement. Optimization plan. 2) Activities. Guidance on the standardization and institutionalization of management processes and organizational structures; Results. Management system and process design plan. e) Evaluation and improvement and their results shall at least include. 1) Activities. Evaluation, diagnosis and analysis of the achievement of the consultation goals; Results. Evaluation and diagnosis, analysis report. 2) Activities. the results and effects of consulting services are improved; Results. Improved reports. 6.5 Information system engineering supervision Information system engineering supervision services mainly cover supervision preparation, supervision planning preparation, supervision implementation and operation, supervision work transfer and summary, etc. Process and related results. Specific requirements are as follows. a) Supervision preparation and its results shall at least include. 1) Activities. the determination of the chief supervision engineer and the supervision organization; Achievements. Supervision personnel, supervision organization structure and responsibility and authority scheme. 2) Activities. the basic situation of the owner unit, the contractor and the familiarity and understanding of the content of the contract; Results. Supervision files. b) The preparation of supervision planning and its results shall include at least. 1) Process. overall planning of supervision work; Achievement. Supervision planning plan. 2) Process. detailed planning for the implementation of professional field supervision; Achievement. Supervision and implementation details plan. c) Supervision implementation and operation and its results shall at least include. 1) Activities. Witness the legitimacy and compliance of the bidding process of informatization projects; Achievement. Bidding supervision report. 2) Activity. review of the implementation plan of the informatization project; Achievement. Implementation plan supervision opinion report. 3) Activities. supervision and review of the implementation process of informatization projects; Achievement. Implementation process supervision opinion report. 4) Activities. supervision and review of project payment; Achievements. reporting procedures and supervision opinions report. 5) Activity. Review of the acceptance plan of the information technology project; Achievement. Supervisory opinion report of the acceptance plan. 6) Activities. review of acceptance conditions of informatization projects and acceptance assistance; Achievements. Acceptance of supervision records and supervision opinion reports. 7) Activities. assistance in bidding supervision for information operation and maintenance projects; Achievement. O&M bidding supervision opinion report. 8) Activity. Supervision and review of the implementation of information operation and maintenance project supervision; Results. Operation and maintenance supervision report. 9) Activity. Evaluation and confirmation of the implementation effect of information operation and maintenance projects; Results. Evaluation report and supervision report. d) The transfer and summary of supervision work and its results shall at least include. 1) Activity. Submit the supervision file information to the owner unit; Achievements. change materials, supervision guidance documents, supervision activity record documents. 2) Activity. Summary of supervision work; Outcome. Summary report. 6.6 Test evaluation certification Testing, evaluation and certification services mainly cover the needs analysis, planning and design, implementation and other processes and related results. Specific requirements are as follows. a) Testing service 1) The test requirement analysis and its results should at least include. Activities. analysis and preparation of test content, test standards, methods, tools, equipment, and use cases; Outcome. Test requirement analysis report. 2) Test planning and design and its results should at least include. Activities. determination of test objectives, test methods, test progress, and personnel capabilities; Outcome. Test plan. 3) Test implementation and its results should at least include. Activities. product or system function and performance testing; Results. Test report. b) Evaluation service 1) The assessment needs analysis and its results should at least include. Activities. determination and analysis of evaluation scope, evaluation type, and evaluation time; Outcome. Evaluation needs analysis report. 2) Evaluation planning and design and its results should at least include. Activities. determination of evaluation goals, evaluation methods, evaluation progress, and appraisers' capabilities; Outcome. Evaluation plan. 3) Evaluation implementation and its results should at least include. Activities. document review and on-site evaluation; Outcome. Evaluation report. c) Certification service 1) The certification requirements analysis and its results shall at least include. Activities. determination and analysis of certification scope, certification type, and certification time; Outcome. Certification demand analysis report. 2) Certification planning and design and its results shall at least include. Activities. determination of certification goals, certification methods, certification progress, and certifier capabilities; Results. Certification scheme. 3) Certification implementation and its results shall include at least. Activities. document review and on-site certification; Achievement. certification report, certification certificate. 6.7 Information Technology Training Information technology training services mainly cover the processes and related results of demand determination, training development, training implementation, and training effect evaluation. Specific requirements are as follows. a) The determination of needs and its results shall at least include. Process. survey and analysis of training needs; Results. Demand analysis report. b) Course development and its results should at least include. Process. Confirmation of course theme, course content, teachers, teaching materials and reference materials; Outcome. course plan. c) The development of the training program and its results should at least include. Process. training plan formulation; Outcome. Training program. d) The admission announcement and its results should at least include. Process. release of enrollment information; Results. Admissions Guide. e) Training implementation and its results should at least include. 1) Activities. course teaching; Achievements. courseware, course materials. 2) Activity. Evaluation of the learning achievement of the training object; Results. Exam records. 3) Activities. issuance of training certificates; Outcome. Training certificate. f) The training effect evaluation and its results should at least include. 1) Activities. training quality monitoring; Outcome. Satisfaction survey report. 2) Activities. overall evaluation of the training process; Outcome. Evaluation report.

7 Design and development services

7.1 Overview This chapter puts forward requirements for services such as hardware design, software design and development. 7.2 Hardware design Hardware design services mainly cover requirements analysis, feasibility analysis, program demonstration, detailed design, test verification and other processes and related costs. fruit. Specific requirements are as follows. a) The needs analysis and its results should at least include. 1) Activities. communication and collection of technical requirements; Achievement. technical agreement, technical requirement report. 2) Activity. needs review; Achievements. review records, issue tracking verification records. b) The feasibility analysis and its results should at least include. Activities. feasibility research; Results. Feasibility analysis report or project demonstration report. c) The project......
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