Chapter 3. Configuring a migration toolkit for applications instance

1. Create Stakeholder groups. Note that by default, no stakeholder groups are defined.
2. Create Job functions. The job function attribute classifies stakeholders and provides a list of default values that can be expanded.
3. Create Stakeholders.

Procedure

1. Create a stakeholder group:

   1. In the Migration view, click Controls.
   2. Click Stakeholder groups.
   3. Click Create new.

   4. Enter the following information:

      • Name
      • Description
      • Member(s)
   5. Click Create.

2. Create a new job function:

   1. In the Migration view, click Controls.
   2. Click Job functions.
   3. Click Create new.
   4. In the Name text box, enter a job function title.
   5. Click Create.

3. Create a new stakeholder:

   1. In the Migration view, click Controls.
   2. Click Stakeholders.
   3. Click Create new.

   4. Enter the following information:

      • Email
      • Name
      • Job function. Note that you can create custom functions .
      • Stakeholder group
   5. Click Create.

Procedure

1. In the Migration view, click Controls.
2. Click Business services.
3. Click Create new.

4. Enter the following information:

   • Name
   • Description
   • Owner
5. Click Create.

1. Create tag categories.
2. Create tags.

Procedure

1. Create a tag category:

   1. In the 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.

2. Create a tag:

   1. In the Migration view, click Controls.
   2. Click Tags.
   3. Click Create tag.

   4. Enter the following information:

      • Name
      • Tag category
   5. Click Create.