Technology Management Page
Purpose
In Technology management page, you can manage(add/update/delete) technology and its association details. You can also manage its measure and maturity model data.
In this page, you can add new technology or select any existing technology and manage its details. These Details includes –
- Core Attributes
- Technology Versions
- Technology Dependencies
- Services
- Collections
- Organization Unit Associations
- Governance
- Life Cycles
- Technology Licenses
- Performance Measures
- Scoring Performance Metrics
- Capabilities
- Capability Maturity Model
- Capability Practices
- Linked Capability
- Assessment Maintenance
Layout & Navigation
The page is organized into three sections or panels.
Navigation section
First Panel/Section is navigation panel where you can add new technology or select any existing technology to manage its data.
In this panel, you can add new technology by selecting ‘Add a New Technology’ option. By clicking on it, it will open a popup window asking for basic technology details. By setting these details you can add new technology.
To select any existing technology, you have two options available in this panel. Those options are displayed in two separate sub-sections within this panel and those sub-sections are –
- Technology (Collection View)
- In this sub-section, Technologies are displayed as collection view. This collection is based on Categories, Domains and Clusters.
- Based on Entity and Category selected, we load Technologies grouped by domains and clusters in a tree-view. You can change category to load technologies of that category.
- You can select any technology from tree-view and manage its data.
- You have ability to manage Domain and Cluster data as well by selecting Domain/Clusters from tree-view. Few of data information is applicable to Domains/Clusters and you can manage only those. For others, you will see “not Applicable” message.
- Technology (List View)
- In this sub-section, we simply load all technologies and you can select any technology from the list.
- You can search any specific technology in “Search Technologies” textbox.
Information section
The second panel includes choices on the types of information about the Technology. Select one or more of these choices to see the information in the third panel.
You must select Technology before any of the information about the Technology can be displayed.
If you want to see the similar information about another Technology, select another Technology from the navigation panel.
You can select a single item at a time to see and manage selected information in third panel. This list is configured by system. You may not able to see one or more if you don’t have access to see them.
Information Management section
Third panel displays all selected information (from second panel) regarding Technology.
If you want to see the same type of information about another Technology, select Technology from the navigation panel while keeping the same information choices selected in the second panel.
Along with various information items in second panel, you can manage documents for Technology by clicking on Manage Document button on top of this panel. (Explained in detail below)
Each information item/Activity is explained below.
Core Attributes (Technology)
Purpose: Displays form to manage various core attributes of selected Technology. Detail:
- You can update core details like Name, Display Name and others.
- You can delete selected service by using delete button.
- If you want to reset updated information, you can do this by Cancel button.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Category | Required | List of available technology categories | |
| Given Name | Required, Unique name | ||
| Scope | List of available scopes with name and abbreviation | ||
| (Other Different Manager fields) | List of available persons | ||
Extended Attributes (Technology/Domain/Cluster)
Purpose: Displays grid to manage various extended attributes of selected technology/domain/cluster. Detail:
- This grid is displayed just after above Core Attributes form. It is displayed only when there are attributes defined for technology/domain/cluster.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Category | Required | List of attribute categories | |
| Attribute | Required | List of service attributes | |
| Value | Based on data type of selected attribute, value must be in that format | ||
Core Attributes (Domain/Cluster)
Purpose: Displays form to manage various core attributes of selected Domains/Clusters. Detail:
- You can update core details like Name, Display Name and others.
- If you want to reset updated information, you can do this by Cancel button.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Standard Name | Required, Unique name | ||
Technology Versions
Purpose: Displays form to manage Technology Versions of selected Technology. Details:
- You can add/update/delete technology version of selected technology.
- Technology version contains information like version name, prior version, next version and description.
- You can also add/update/delete extended attributes of each technology version.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Given Name | Required, Unique name | ||
Technology Dependencies
Purpose: Displays form to manage dependencies of selected Technology with other technologies. Details:
- You can add/update/delete technology dependencies of selected technology and its version with other technologies.
- Technology Dependency contains information like Target Technology, Target Technology Version, Strength, Dependency Type, Effective Date, Expiry Date etc.
- Dependency can be at Technology level and Technology Version level. If you select technology version of selected technology then dependency will technology version level otherwise technology level.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Technology Versions | Select if want to add dependency at technology versin level | List of technology versions of selected technology | |
| Target Technology Type | List of Available technology type | ||
| Target Technology | Required | List of technologies of Selected Target Technology Type | |
| Target Technology Version | Select if want to add dependency at technology version level | List of Technology Versions of Selected Target Technology | |
| Strength | List of System defined values for strength | ||
| Dependency Type | List of System defined values for Dependency Type | ||
| Effective Date | A valid date | ||
| Expiry Date | A valid date, should be greater than Effective Date | ||
Services
Purpose: Displays form to manage association between technology/technology version and service/service component. Details:
- You can add/update/delete technology/technology version associations with service/service components.
- Technology may be associated with service/service component.
- Technology version may be associated with service/service component.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Technology Version | Select if want to add association at technology version level | List of technology versions of selected technology | |
| Service | Required | List of Available Services | |
| Service Component | Select if want to add dependency with any specific component | List of service components of Selected service from Service dropdown list | |
| Strength | List of System defined values for strength | ||
| Effective Date | A valid date | ||
| Expiry Date | A valid date, should be greater than Effective Date | ||
Collections
Purpose: Displays form to add/update/delete collections of Selected Technology. Details:
- You can add/update/delete collections of selected technology.
- Collection contains the category, domain and cluster information of selected technology.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Collection | List of technology Category | ||
| Domain | List of Domains of selected category | ||
| Cluster | Required | List of clusters of Selected Domain. | |
Organization Unit associations
Purpose: Displays grid to manage association of selected technology with organization units. Detail:
- You can add/update/delete technology – organization unit association record.
- Association can be at technology level or technology version level. If version is selected in grid then association will be at technology version level.
- You can add association of a technology and an organization unit only once. You can associate same technology with other organization units.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Technology Version | Select if you want to associate technology version with org units | List of versions of selected technology | |
| Accountability Type | List of system defined accountability types to filter organization unit list. | ||
| Org Unit Type | List of system defined org unit types to filter organization units. | ||
| Association Category | System defined list of association category for technology. | ||
| Organization Unit | Required | List of available Organization units | |
| Effective Date | A valid date | ||
| Expiry Date | A valid date, should be greater than Effective Date | ||
Governance
Purpose: Displays form to add/update/delete Governance of Selected Technology. Detail:
- You can add/update/delete Governance of selected technology.
- One Technology may associate with multiple Governance.
- Combination of Technology and Governance must be unique. One Technology cannot associate with same Governance multiple times.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Governance | required | List of Governance | |
| Start Date | A valid date | ||
| End Date | A valid date, should be greater than Start Date | ||
Life Cycles
Purpose: Displays form to add/update/delete Governance of Selected Technology. Detail:
- You can add/update/delete Life Cycles of Technology Versions of selected Technology.
- One Technology Version may associate with multiple Life Cycles.
- Combination of Technology Version and Life Cycle must be unique.
- You can view list of Life Cycles of each Technology Versions of Selected Technology.
- By Default, Life Cycles grid data group by Technology Version.
- You can include/exclude rows from Life Cycles grid using filter icon provided in each column header.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Technology Version | required | List of Technology Versions of Selected Technology | |
| Life Cycle Type | List of System Defined Life Cycle Type. | ||
| Life Cycle | required | List of Life Cycles of selected Life Cycle Type. | |
| Start Date | A valid date | ||
| End Date | A valid date, should be greater than Start Date | ||
Technology Licenses
Purpose: Displays form to add/update/delete Licenses of Selected Technology. Detail:
- You can add/update/delete Licenses of selected Technology.
- One Technology may contain multiple Licenses.
- Technology Licenses grid contains the information about License Type, Install Type, Purchase Date, Renewal Date, Effective Date, Expiry Date, License Key, License Count, Acquisition Cost, License Vendor and Maintenance Cost.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| License Type | List of Organization defined License Type. | ||
| Install Type | List of Organization defined Install Type. | ||
| Purchase Date | A Valid Date | ||
| Renewal Date | A valid date, Renewal Date should be greater than Purchase Date | ||
| Effective Date | A valid Date | ||
| Expiry Date | A valid date, Expiry Date should be greater than Effective Date | ||
| License Count | A valid integer value | ||
| Acquisition Cost | A valid integer value | ||
| Maintenance Cost | A valid integer value | ||
Performance Measures
Purpose: Displays form to add/update/delete Measure for Selected Technology, Technology Versions of Selected Technology, Domain and Cluster. Detail:
- You can add/update/delete Measure for Technology Version or Technology or Domain or Cluster.
- You can add Measure at Technology level and Technology Version level. If you select Technology version from “Measure for” option available in top of page then measures will be added for Technology Version. If you select Technology from “Measure for” option available in top of page then measures will be added for Technology. You can also Measure at Domain/Cluster. If you select Domain/Cluster from navigation tree then measure will be added at Domain/Cluster level.
- One Technology/Technology Version/Domain/Cluster may contain multiple measures.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Measure | required | List of Measures | |
| Effective Date | A valid date | ||
| Expiry Date | A valid date, should be greater than Effective Date | ||
Scoring Performance Metrics
Purpose: Displays form to add/update/delete Measure Score/Value for Measure added with Technology, Technology Versions, Domain or Cluster. Detail:
- You can add/update/delete Measure Score/Value for Measure which is associated with Selected Technology or Technology Versions of Selected Technology or Domain or Cluster.
- You can add Measure Score/Value for Measure added at Technology Level. If you select Technology from “Measure for” option available in top of page then measure score will be added for selected measure of technology.
- You can add Measure Score/Value for Measure added at Technology Version Level. If you select Technology Versions from “Measure for” option available in top of page then measure score will be added for selected measure of technology version.
- You can also add Measure score/value for measure at Domain/Cluster level. If you select Domain/Cluster from navigation tree then measure score will be added at Domain/Cluster level.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Measure | required | List of Measures | |
| Valuation Object Type | required | System defined Valuation Object | |
| Valuation Object | required | List of Valuation Objects of Selected Valuation Object Type | |
| Measure Type | List of system defined Measure Type | ||
| Measure State | List of system defined Measure State | ||
| Value | Required, Valid decimal value | ||
| Measure Date | A Valid Date | ||
| Effective Date | A Valid Date | ||
| Expiry Date | A Valid Date and should be greater than Effective Date | ||
Capabilities – Capability Class
Purpose: Displays grid to manage Capability Classes of selected technology/domain/cluster. Detail:
- You can add, update, delete Capability Class record for selected technology. You can manage same record for domains or clusters by selecting them from object collection tree-view.
- You can see more grid columns by using grid’s column chooser functionality.
- This grid has drill down facility. You can see and manage Capabilities of any Class by drilldown the grid. Capability grid is explained below.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Standard Name | required | ||
| Entity | List of entities defined for technology | ||
| Sub Class | List of system defined sub classes for Capability Class. | ||
Capabilities – Capability
Purpose: Displays grid to manage Capabilities of any capability class for selected technology/domain/cluster. Detail:
- You can add, update, delete Capability record for class.
- This grid is displayed when drill down any Capability Class. After doing drill down of any class, it will display all capabilities for that class in grid.
- You can see more grid columns by using grid’s column chooser functionality.
- This grid has drill down facility. You can see and manage Capability Questions of any Capability by drilldown the grid. Capability grid is explained below.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Standard Name | required | ||
| Entity | List of entities defined for technology | ||
| Capability Category | required | List of Capability Classes. | |
Capabilities – Capability Question
Purpose: Displays grid to manage Capability questions of any capability for selected technology/domain/cluster. Detail:
- You can add, update, delete Capability question record for capability.
- This grid is displayed when drill down any Capability. After doing drill down of any capability, it will display all capability questions for that capability in grid.
- You can see more grid columns by using grid’s column chooser functionality.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Standard Name | required | ||
| Capability Category | required | List of Capabilities. | |
Capability Maturity Model
Purpose: Displays grid to manage different maturity levels for each capability or question added for selected technology/domain/cluster. Detail:
- This grid is displayed just after Capabilities grid.
- Using this grid, you can assign maturity level to any capability or question of any service.
- You can see more grid columns by using grid’s column chooser functionality.
- By default, grid data is grouped by Capability Class, Capability and Capability Question. You can change grouping by grid’s grouping feature.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Capability | Required | List of capabilities for selected technology | |
| Capability Question | Select if you want to add maturity level at question level | List of Capability questions for selected capability. | |
| Maturity Level | Required | List of Measure scales of maturity measure. | |
Practices
Purpose: Displays grid to manage practices for each capability or question added for selected technology/domain/cluster. Detail:
- This grid is displayed just after Capability Maturity Model grid.
- Using this grid, you can create practice by selecting maturity level for any capability or question of any technology. You can manage same record for domains or clusters by selecting them from object collection tree-view.
- Practices will be unique for group of Capability Class, Capability, Capability Question, Class, Maturity Level and name of practice.
- You can see more grid columns by using grid’s column chooser functionality.
- By default, grid data is grouped by Capability Class, Capability and Capability Question. You can change grouping by grid’s grouping feature.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Capability | required | List of capabilities for selected technology | |
| Capability Question | Select if you want to add maturity level at question level | List of Capability questions for selected capability. | |
| Maturity Level | List of Measure scales of maturity measure. | ||
| Class | List of system defined class for practices | ||
| Standard Name | Name of practice | ||
Linked Capability
Purpose: Displays form to add/delete Linked Capability Class/Object with selected Technology/Domain/Cluster. Detail:
- You can add/delete Linked Capability Class/Object with Selected Technology/Domain/Cluster.
- You can add one linked Object with selected technology/domain/cluster.
- There is “Add” link within Action column of Grid. Click on “Add” link, dialog for Linked object selection will open. Select appropriate Object Type from Scope drop down list and based on selected object type, navigation tree below Scope drop down list will be refreshed. You can select Object Type from Scope drop down list and Object from navigation tree. You must select the third level object from the navigation tree. Selected Object Type and Object will be linked with Selected Technology.
- There is “Remove” link within Action column of Grid. Click on “Remove” link to remove the linked object with selected technology.
Assessment Maintenance
Purpose: Displays grid to updated few details of maturity assessment data of selected technology/domain/cluster. Detail:
- Using this grid, you can update assessment date, active/visible records, effective/expiry date for any assessment record.
- You can’t add new records or delete any existing records from this grid.
- You can see more grid columns by using grid’s column chooser functionality.
Documents
Purpose: Displays grid to manage documents for Selected Technology. Detail:
- You can add/update/delete documents for technologies.
- You can see this grid by clicking on Manage Documents icon on top of the panel. This feature is applied to technologies only. So, it will be not displayed when domains or clusters selected.
- You can see more columns those are hidden by default by using grid’s Column chooser functionality.
- In case of add, you can upload a document or provide a link to document. In case of edit, you can’t upload or provide link for document. You only can change other basic document details.
(Explained few fields below)
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| Field Name | Validation Rules | Potential Values | Default Values |
|---|---|---|---|
| Category | List of organization defined document categories | ||
| Document type | Required when adding new document | Choose selection based on you want to Upload a document or provide a link to document | |
Frequently Asked Questions
Q1: Why some of technologies displayed in list view but not in collection view?
A: We display only those technologies in collection view which have domain/cluster assigned. We don’t list those technologies which don’t have any cluster. That’s why newly added technologies will not be displayed in collection view. You need add collection record first for those technologies.
Q2: Why extended attributes grid not displays along with core attributes form?
A: We display extended attributes grid only when there are attributes defined for technologies.
Q3: Why when selecting domain or cluster and try to select some options from second panel, it is showing ‘Not Applicable’ message?
A: some of information items are configured only for technologies and they can’t have any information for domains and clusters. So, we are showing ‘Not Applicable’ message for domains and cluster.