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.
The license package Enterprise Architecture Management is required to work with standard platform categories.
Standard platforms are structured in a standard platform hierarchy. Before you begin, you should consider which standard platform categories are your main standard platform categories and which are their subordinate standard platform categories.
Go to Information Architecture > Standard Platform Categories:
- 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.
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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.
Try to capture as much information as possible about the standard platform category because complete data considerably improves the results of business questions and other analytics.
Once a standard platform category is in the repository, you can define more details about the standard platform category in the Standard Platform 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 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 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.
A standard platform can only be assigned to one standard platform category. A standard platform category may have multiple standard platforms assigned to it.
- In the Standard Platform Categories data workbench, click the Navigate button to open the standard platform category's content area.
- Go to the Overview page.
- In the Assigned Standard Platforms field, enter the name of the standard platform that is assigned to the standard platform category, or click in the field to open the selector. Select each standard platform that you want to assign to the standard platform category.
- Click outside of the selector to close it and update the Standard Platforms 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 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.
Each role column represents the responsibility that a user or organization has for the standard platform category. 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.
- Click a column cell to open a selector to define the role for the standard platform 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 standard platform category.
At any point in time, you can check the data quality of the standard platform category you are defining to see where gaps exist.
In the data table, click the navigate button of the standard platform category you want to define. Go to the standard platform 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.