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View technology risks in a timeline

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View technology risks in a timeline

The timeline view of the Technology Portfolio Management displays the internal and external life cycle phases of all technologies or the software models being used in your organization. The stages at which the technology is in terms of risk factor is color coded.

Before you begin

To view your data in the TPM timeline view, you have to create an inventory of business applications, then associate the business application with a business service. Finally associate the business service with the software models.

The Enterprise Architect (EA) can use the timeline view to track the versions and life cycles of technologies, the number of applications running on those technologies and then create demands and projects, and assess risk on a business application due to end of life.

The lines in the timeline indicate the life cycles of the software models. The lines are color coded which indicates the stages of risk at which the software model is at that point in time (quarter or year).

Role required: sn_apm.apm_user

Procedure

  1. Navigate to Application Portfolio Management > Technology Portfolio Management (TPM) > Technology Lifecycles.
    Figure 1. Technology Portfolio Management timeline view
    Technology Portfolio Management timeline view
  2. Select to view the technologies either grouped By Business Application or By Technology Category.
    • Select the By Business Application view to display the Business Applications > Business Services > Software Models or the technology structure in a succession. It also displays the applications by their manufacturers, for example, Oracle, SAP.

      With the By Business Application view you can apply the following search criteria:

      • Use the filter (Filter icon) icon to search and filter applications using any attribute that is present in the business application table. Use the condition builder to define the filter. Set as many conditions using the New Criteria button.
    • Select the By Technology Category view to display the technology Category > Software Models > Business Applications > Business Services structure in a succession. It also lists applications by technology category, for example data technology, server technology, network technology, and application technology.

      With the By Technology Category view you can perform the following search:

      • Use the Enter Search Software Model field to enter the name and search a software model from the list in the Category column.
  3. By default, the Quarterly button is enabled to show the timeline for the four quarters of a year.
    Click the Monthly button to toggle and view the timeline across all the months in a year. The monthly view helps you to track the risk stage of an application to any specific month in a year.
  4. Click the production (Production instance icon) icon to view the risks that your production instances are liable to in the quarter or month.
  5. Click the Legend (Legend icon) icon to know the indications of the markings on the life cycle lines and the colors of the life cycle lines.
    The gradation in the color denotes the gradual phasing out of risks from one stage to the phasing in of the next stage.
  6. Click Create choice list to create a demand or a project.
    • Application column: Lists all the business applications that are used in your organization. If you toggle to the By Technology Category view, you can view all the technologies in the Category column.

      Expand a business application to see the number of business services that use this business application. Expand the business service further to see the software models that it is based on. The Business Service and Software Model headers are in bold font to distinguish them from the business service and the software model details that are in hypertext. Click the business application hypertext to navigate to the Business Application form to view the record details and update, if required. Click the business service hypertext to navigate to the Business Service form to view and update the record details. Click the software model hypertext to navigate to the Software Model form directly from the TPM timeline and create or edit the life cycle of the software model in the Software Model form.

      You can also add a demand or a project to a business application in the timeline view page. To add a demand or project to a particular business application, point to the application, click the plus (Add demand or project) icon that appears adjacent to the application name. You can create a demand or a project directly for the application by clicking on the icon.

      Note: In the New Demand form that opens up, you can see the business application auto-populated in the Business Applications field.

      You can add a demand to more than one business application. If you have created a demand that may or may not have been attached to a business application and if the demand is applicable to another business application as well, then you can add it to the business application.

      To add a demand to a business application and view the demand in the timeline view of the TPM page:

      1. Navigate to Application Portfolio Management > Application Portfolio Analysis > Demands.
      2. Click open the demand.
      3. Select the business application in the Business Applications choice list of the Demand form to which you want the demand to be added.
      4. Save or Update the record.
      5. Navigate to Application Portfolio Management > Technology Portfolio Management (TPM) > Technology Lifecycles and refresh the timeline view of the TPM page.

        You can view the number of demands that are added to the business application. Click the arrow to expand and view the demand names.

    • Risk column: Risks can be high, moderate, low, or not assessed.

      Technology risks are calculated at the software model level and at the business application level.

  7. Use the pagination option to populate the first 15 business applications along with their related business services and software models. As a maintenance user you can configure to load up to 20 or 25 business applications in the Application column.
    1. Navigate to System Properties > All Properties.
    2. Click sn_apm.noOfBusinessAppsPerTPMPage to update the value.
    3. Click Update.
  8. Click the Lifecycle phase on the timeline to view the lifecycle information of the software model.
    The Publisher Lifecycle (P) and the Internal Lifecycle (I) information that pops up in the timeline come from the Software Model Lifecycles [sam_sw_model_lifecycle] table. As a SAM user or software model manager, you can add the software model lifecycle details to the software model. This table holds the information to the software model, its lifecycle type (internal or external), lifecycle phases, start and end date of the phase, and the risk.

    The vertical line on the timeline indicates the current quarter you are in.

    Table 1. Date conditions
    Date conditions Timeline in TPM screen
    Current date, Current date – 2 years, Current date + 3 years Default dates.

    Timelines of software models that fulfil the default date conditions are shown.

    PR (pre-release) or GA (general availability) phase that starts before the current date – 2 years and continues to the present time Software models with such date conditions are shown and the timeline expands itself automatically from the default (– 2 years to +3 years) to accommodate the past years.
    Lifecycle phases that start and end before the current date – 2 years Software models with such phases are NOT shown.
    Lifecycle phase of record Conditions to fulfil for plotting the dates on TPM timeline
    One internal and one publisher All dates are plotted on the timeline.

    However for color coding, internal overrides the publisher.

    Multiple publishers Only one publisher date is plotted.

    The publisher that is selected for plotting depends on the sequence property in the source column. All sources have a sequence number attached to them. The source with the least sequence number is selected. If the source with the least sequence number does not have any lifecycle records, then the source with the next least sequence number is selected.

    One internal and multiple publishers The internal date is plotted, but only one publisher date is plotted. The publisher record that is selected for plotting depends on the sequence property.
    End date is not available The lifecycle line extends till current date + 3 years marked with the extended symbol to indicate that it extends beyond that date.
    Overlapping dates of two phases Only one line is shown.
    Gaps in dates A continuous line with no gap in the timeline.

What to do next

To update the underlying data of what you see in the TPM timeline view, you can update the business applications, associate the business application with a business service and associate the business service with the software models.
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