Capture standard platform category data

A standard platform category bundles and classifies content-specific standard platforms in order to evaluate various aspects of standard platforms. Standard platform categories may have a hierarchical structure with multiple subordinate standard platform categories. Each standard platform may be associated with only one standard platform category.

• Add a new root-level standard platform 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 standard platform category.
• Add a new subordinate standard platform category. Click the parent standard platform category in the explorer, go to the Overview tab and open the Subordinate Standard Platform Categories view. Click   > Create Standard Platform Category to open the edit panel.
• Define the details of the standard platform category.. Click the Navigate   button next to a standard platform category to open its content area. Specify the standard platform category's attributes as well as the relationships that it has to other assets in the repository.
• Change the parent of a standard platform category. In the Subordinate Standard Platform Categories view, click   > Move Existing Standard Platform Category Here to open a selector where you can chose the standard platform category to move to the new parent standard platform category.

Or you can select an individual standard platform category in the data workbench and navigate to its content area and specify and analyze the standard platform category in detail. In the data workbench, click the Navigate   button to open the standard platform category's content area. Go to the Overview page.

Define the standard platform category's basic data.

• Name: (Mandatory) Enter a meaningful name for the standard platform category that is known by the users in your enterprise.
• Authorized User: The user who creates the standard platform category is the authorized user per default. This can be changed.

  authorized user

  An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.

• Authorized User Groups: Select one or more authorized user groups that shall have write permissions to the standard platform category. All users in the authorized user group can edit the standard platform category.

  authorized user group

  An authorized user group is a set of users that have been granted write permissions to an object. More than one authorized user group may be specified for an object.

A role represents a functional responsibility that a user or organization has for the standard platform category. 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 standard platform category. A user assigned responsibility via a role has read-only permissions to the standard platform category. To change data about the standard platform category, they must also be specified as an authorized user or member of an authorized user group.

Roles can be assigned to a standard platform category in the Standard Platform Categories data workbench or the standard platform category content area via Overview > Responsibilities. A person or organization can have one of the following roles or a custom role added by your company:

• IT Owner: A person or organization that owns the standard platform category and understands its purpose for the business.
• Stakeholder: A person or organization that has an interest in the standard platform category and therefore requires read-only access permissions.

To specify responsibilities for the standard platform category:

1. Click in the relevant role field to open the selector.
2. Expand the ORGANIZATION or USER sections in the selector and select the person or organization fulfilling the role.
3. Click OK to save the role definition and close the selector.

1. Go to Information Architecture > Standard Platform Categories data workbench.
2. Define the standard platform categories that you want to see in the data workbench. These are the standard platform categories that will be displayed in the report.
3. Click Visualize > Standard Platform Category Analysis > Standard Platform Category Landscape.
4. The report displays a nested matrix showing the standard platform categories filtered in the data table. Here's how to interpret the information:
   • Each standard platform category is represented by a nested box in the matrix.
   • Per default, the top 3 levels of standard platform categories in the standard platform category hierarchy are displayed.
   • Each standard platform category displays the number of standard platforms explicitly assigned to it.
5. You can do the following:
   • Single-click a standard platform category to open its preview pane where you can edit relevant information and view the names of the standard platforms assigned to the category.
   • Double-click a standard platform category to navigate to its content area where you can edit more details and analyze the standard platform category in more detail.
   • Click the  three vertical dots button > Show Legend to understand the icons in the report.