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| 1 | +// Module included in the following assemblies: |
| 2 | +// |
| 3 | +// * docs/rules-development-guide/master.adoc |
| 4 | + |
| 5 | +:_content-type: PROCEDURE |
| 6 | +[id="mta-web-seeding-instances_{context}"] |
| 7 | += Seeding an instance |
| 8 | + |
| 9 | +If you are a project architect, you can configure the instance's key parameters in the Controls window, before migration. The parameters can be added and edited as needed. |
| 10 | +The following parameters define applications, individuals, teams, verticals or areas within an organization affected or participating in the migration: |
| 11 | + |
| 12 | +* Stakeholders |
| 13 | +* Stakeholder groups |
| 14 | +* Job functions |
| 15 | +* Business services |
| 16 | +* Tag types |
| 17 | +* Tags |
| 18 | +
|
| 19 | +You can create and configure an instance in any order. However, the suggested order below is the most efficient for creating stakeholders and tags. |
| 20 | + |
| 21 | +Stakeholders: |
| 22 | + |
| 23 | +. Create stakeholder groups |
| 24 | +. Create job functions |
| 25 | +. Create stakeholders |
| 26 | + |
| 27 | +Tags: |
| 28 | + |
| 29 | +. Create tag types |
| 30 | +. Create tags |
| 31 | + |
| 32 | +Stakeholders and defined by: |
| 33 | + |
| 34 | +* Email |
| 35 | +* Name |
| 36 | +* Job function |
| 37 | +* Stakeholder groups |
| 38 | +
|
| 39 | +== Creating a new stakeholder group |
| 40 | + |
| 41 | +There are no default stakeholder groups defined. You can create a new stakeholder group by following the procedure below. |
| 42 | + |
| 43 | +.Procedure |
| 44 | + |
| 45 | +. In *Developer* view, click *Controls*. |
| 46 | +. Click *Stakeholder groups*. |
| 47 | +. Click *Create new*. |
| 48 | +. Enter the following information: |
| 49 | +** Name |
| 50 | +** Description |
| 51 | +** Member(s) |
| 52 | +. Click *Create*. |
| 53 | + |
| 54 | +== Creating a new job function |
| 55 | + |
| 56 | +{ProductName} ({ProductShortName}) uses the job function attribute to classify stakeholders and provides a list of default values that can be expanded. |
| 57 | + |
| 58 | +You can create a new job function, which is not in the default list, by following the procedure below. |
| 59 | + |
| 60 | +.Procedure |
| 61 | + |
| 62 | +. In *Developer* view, click *Controls*. |
| 63 | +. Click *Job functions*. |
| 64 | +. Click *Create new*. |
| 65 | +. Enter a job function title in the *Name* text box. |
| 66 | +. Click *Create*. |
| 67 | + |
| 68 | +== Creating a new stakeholder |
| 69 | + |
| 70 | +You can create a new migration project stakeholder by following the procedure below. |
| 71 | + |
| 72 | +.Procedure |
| 73 | + |
| 74 | +. In *Developer* view, click *Controls*. |
| 75 | +. Click *Stakeholders*. |
| 76 | +. Click *Create new*. |
| 77 | +. Enter the following information: |
| 78 | +** Email |
| 79 | +** Name |
| 80 | +** Job function - custom functions can be created |
| 81 | +** Stakeholder group |
| 82 | +. Click *Create*. |
| 83 | + |
| 84 | +== Creating a new business service |
| 85 | + |
| 86 | +{ProductName} ({ProductShortName}) uses the business service attribute to specify the departments within the organization that use the application and that are affected by the migration. |
| 87 | + |
| 88 | +You can create a new business service by following the procedure below. |
| 89 | + |
| 90 | +.Procedure |
| 91 | + |
| 92 | +. In *Developer* view, click *Controls*. |
| 93 | +. Click *Business services*. |
| 94 | +. Click *Create new*. |
| 95 | +. Enter the following information: |
| 96 | +** Name |
| 97 | +** Description |
| 98 | +** Owner |
| 99 | +. Click *Create*. |
| 100 | + |
| 101 | +== Creating new tag types |
| 102 | + |
| 103 | +{ProductName} ({ProductShortName}) uses tags in multiple categories and provides a list of default values. You can create a new tag type by following the procedure below. |
| 104 | + |
| 105 | +.Procedure |
| 106 | + |
| 107 | +. In *Developer* view, click *Controls*. |
| 108 | +. Click *Tags*. |
| 109 | +. Click *Create tag type*. |
| 110 | +. Enter the following information: |
| 111 | +** Name |
| 112 | +** Rank - the order in which the tags appear on the applications |
| 113 | +** Color |
| 114 | +. Click *Create*. |
| 115 | + |
| 116 | +=== Creating new tags |
| 117 | + |
| 118 | +You can create a new tag, which is not in the default list, by following the procedure below. |
| 119 | + |
| 120 | +.Procedure |
| 121 | + |
| 122 | +. In *Developer* view, click *Controls*. |
| 123 | +. Click *Tags*. |
| 124 | +. Click *Create tag*. |
| 125 | +. Enter the following information: |
| 126 | +** Name |
| 127 | +** Tag type |
| 128 | +. Click *Create*. |
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