Capture component category data
The license package IT Transformation Server Enterprise is required to work with component categories.
Components are structured in an component hierarchy. Before you begin, you should consider which component categories are your main categories and which are their subordinate categories.
Go to Application Architecture > Component Categories:
- Add a new root-level component category. Click the root node of the explorer and click the New button to open the edit panel to specify a name. Click OK to create the component category.
-
Add a new subordinate component category. Click the parent component category in the explorer, go to the Overview tab and open the Subordinate Component Categories view. Click
> New Component Category to open the edit panel. -
Define the details of the component category.. Click the Navigate
button next to a component category to open its content area. Specify the component category's attributes as well as the relationships that it has to other assets in the repository. -
Change the parent of a component category. In the Subordinate Component Categories view, click > Move Existing Component Category Here to open a selector where you can chose the component category to move to the new parent component category.
Try to capture as much information as possible about the component category because complete data considerably improves the results of business questions and other analytics.
Once a component category is in the repository, you can define more details about the component category in the Component Categories data workbench.
Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench via the Structure column. Click to learn about how to use data workbenches.
Or you can select an individual component category in the data workbench and navigate to its content area and specify and analyze the component category in detail. In the data workbench, click the Navigate button to open the component category's content area. Go to the Overview page.
Define the component category's basic data.
- Name: (Mandatory) Enter a meaningful name for the component category that is known by the users in your enterprise.
- Authorized User: The user who creates the component category is the authorized user per default. This can be changed.
- Authorized User Groups: Select one or more authorized user groups that shall have write permissions to the component category. All users in the authorized user group can edit the component category.
An component can only be assigned to one component category. A component category may have multiple components assigned to it.
- In the Component Categories data workbench, click the Navigate button to open the component categories's content area.
- Go to the Overview page.
- In the Asset Grouping > Components field, enter the name of the component that is assigned to the component category, or click in the field to open the selector. Select each component that you want to assign to the component category.
- Click outside of the selector to close it and update the Components field.
Assigning users and organizations to roles is critical to understanding responsibility for assets in the IT and is required to answer the business question Who is responsible for our assets?.
Responsibilities are based on preconfigured role types. Your company may also configure custom role types via the Portfolio Admin user profile. Depending on the role type, a specified user and/or a specified organization may fulfill the responsibility for the component category. A user assigned responsibility via a role has read-only permissions to the component category. To change data about the component category, they must also be specified as an authorized user or member of an authorized user group.
Roles can be assigned to a component category in the Component Categories data workbench or the component category content area via Overview > Responsibilities.
Each role column represents the responsibility that a user or organization has for the component category. A person or organization can have one of the following roles or a custom role added by your company:
- Business Owner: A person or organization that owns the component category and understands its purpose for the business.
- Component Owner: A person or organization who is responsible for the component category.
- IT Owner: A person or IT organization owning the component category and thus typically responsible for approval decisions.
- Click a column cell to open a selector to define the role for the component category. Depending on the role column, the selector may have a section for both Person and Organization.
- Expand the relevant section and select the person or organization to assign their role to the component category.
At any point in time, you can check the data quality of the component category you are defining to see where gaps exist.
In the data table, click the navigate button of the component category you want to define. Go to the component category's content area > Data Quality > Data Quality Details. Expand the table in order to review the data quality issues. Click the link in the Resolution column to navigate to the location where you can correct the data quality issue.