Seeding an instance

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. The following parameters define applications, individuals, teams, verticals or areas within an organization affected or participating in the migration:

  • Stakeholders

  • Stakeholder groups

  • Job functions

  • Business services

  • Tag categories

  • Tags

You can create and configure an instance in any order. However, the suggested order below is the most efficient for creating stakeholders and tags.

Stakeholders:

  1. Create Stakeholder groups

  2. Create Job functions

  3. Create Stakeholders

Tags:

  1. Create Tag categories

  2. Create Tags

Stakeholders and defined by:

  • Email

  • Name

  • Job function

  • Stakeholder groups

Creating a new stakeholder group

There are no default stakeholder groups defined. You can create a new stakeholder group by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Stakeholder groups.

  3. Click Create new.

  4. Enter the following information:

    • Name

    • Description

    • Member(s)

  5. Click Create.

Creating a new job function

{ProductName} ({ProductShortName}) uses the job function attribute to classify stakeholders and provides a list of default values that can be expanded.

You can create a new job function, which is not in the default list, by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Job functions.

  3. Click Create new.

  4. Enter a job function title in the Name text box.

  5. Click Create.

Creating a new stakeholder

You can create a new migration project stakeholder by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Stakeholders.

  3. Click Create new.

  4. Enter the following information:

    • Email

    • Name

    • Job function - custom functions can be created

    • Stakeholder group

  5. Click Create.

Creating a new business service

{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.

You can create a new business service by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Business services.

  3. Click Create new.

  4. Enter the following information:

    • Name

    • Description

    • Owner

  5. Click Create.

Creating new tag categories

{ProductName} ({ProductShortName}) uses tags in multiple categories and provides a list of default values. You can create a new tag category by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Tags.

  3. Click Create tag category.

  4. Enter the following information:

    • Name

    • Rank - the order in which the tags appear on the applications

    • Color

  5. Click Create.

Creating new tags

You can create a new tag, which is not in the default list, by following the procedure below.

Procedure
  1. In Migration view, click Controls.

  2. Click Tags.

  3. Click Create tag.

  4. Enter the following information:

    • Name

    • Tag category

  5. Click Create.