Connecting to HOPEX IT Portfolio Management
The menus and commands available in HOPEX IT Portfolio Management depend on the profile with which you are connected.
Prerequisite: Importing the APQC Libraries
If you want to use APQC business processes for the different activity sectors, you must import the corresponding libraries.
Preparing the import
Libraries to be imported are delivered in a compressed file that you must decompress before importing them into a repository.
To decompress the APQC file:
1. In the folder in which HOPEX is installed, open the Utilities folder, then the Solutions Pack folder.
2. Double-click the APQC.exe file .
3. Extract the Contents of the file.
Importing the libraries
To import the libraries:
1. Launch "Administration.exe" and connect as a user with data administration rights.
2. Select the environment then the repository on which you want to work.
3. Right-click the repository and select Object Management > Import a Solution Pack.
A dialog box with a list of solution packs appears.
4. Select the components that interest you, for example APQC - Banking and APQC - Utilities and click OK.
5. Exit the Administration application.
Connecting to the solution
HOPEX IT Portfolio Management Profiles
In HOPEX IT Portfolio Management, there are default connection profiles with which specific rights and accesses are associated. The profiles available are:
• ITPM Functional Administrator
• Application Portfolio Manager
• Application Owner
• Chief Technology Officer
• Technology Portfolio Manager
• Financial Controller
• Business Owner
• IT Owner
The rights of different users on objects of imported libraries depend on their assigned profiles. For more information on creation of users and assignment of profiles, see the chapter "Managing Users" in the HOPEX Power Supervisor guide.
Functional Administrator
The functional administrator has rights on all objects and workflows.
He/she prepares the work environment and manages reference data used in the solution.
Application Portfolio Manager
The Application Portfolio Manager:
• is responsible for the global process and its control.
• assures correct operation of tasks assigned to the "Application Owner".
• classifies and evaluates applications.
To allow the application portfolio manager to control the inventory of the application assets, application data entry and validation workflows are delivered with HOPEX IT Portfolio Management.
For more details on workflows, see the HOPEX Common Features guide.
Application Owner
The role of the Application Owner is to specify characteristics of applications for which he/she is responsible, and to regularly update these.
Chief Technology Officer
The chief technology officer is an application portfolio manager who is also in charge of assessing technologies. The assessment is driven by a workflow. See
Validating a Technology.
Technology Portfolio Manager
The Technology Portfolio Manager is in charge of one or several technology portfolios. He choses technologies and editors, and asks for the technology director validation.
Financial Controller
The role of the Financial Controller is to specify financial characteristics of applications and technologies for which he/she is responsible.
Business User
Business user of the application. Evaluates business aspects of applications for which he/she is responsible.
IT Owner
Responsible for application IT. Evaluates technical and technological aspects of applications.
•