Describing the Organization of Project Participants
The participants of a specification project are persons (system) grouped into various organizations.
A person (System) represents a person in the enterprise. This person can be assigned a login and a role (or a profile depending on the connection mode). The login provides access to the HOPEX Application. The role (or the profile) defines the access to product functions and repositories. A system person, if assigned a login, has a specific desktop in each database, and can connect to this desktop from any workstation in a given environment.An Enterprise Architecture organization is governing body consolidating different persons and organizations.A single person can be involved in different organizations with different business roles for each.
A business role is used to assign a task to a person (example: describe an application) and where appropriate, for a specific location (example: Paris agency). Business function roles are assigned to persons and a person can have more then one business function role.
For more details on the business roles delivered with HOPEX Application Design, see "Business Roles of HOPEX Application Design", page 4.A Person Membership is used to connect a person (system) to a business role in the context of an organization defined for a project.
In the same way, an Organization Membership defines an organizational hierarchy by connecting one organization to another in the context of a project.
Prerequisite
You must first define a work environment for a project in progress. See "The Current Design Project pane", page 21.
Accessing the Organization of Project Participants
To access the list of EA organizations of a specification project:
1. Open the Characteristics property page of the project that interests you.
2. Expand the Organization section.
The list of AE organizations of the highest level appears.
To access the description of the organization of the current project:
1. From the Current Design Project > Current Project Definition pane, click the Stakeholders tile.
The list of AE organizations of the highest level connected to the project appears.
2. Select the organization that interests you.
The list of Person Memberships as well as the list of Organization Memberships that make up the organization described appears.
Creating an Organization
To create an Organization for the current project:
1. From the Current Design Project > Current Project Definition pane, click the Stakeholders tile.
The list of AE organizations of the highest level connected to the project appears.
2. Click the New button.
The window for creating an Organization appears.
3. Specify the name of the organization that you want to create and click OK.
The new organization appears in the list of project organizations.
Connecting a person to an organization
To create a Person Membership in an organization connected to the current project:
1. From the Current Design Project > Current Project Definition pane, click the Stakeholders tile.
The list of AE organizations of the highest level connected to the project appears.
2. Expand the Organization section and select the organization in which the person participate.
The list of Person Memberships as well as the list of Organization Memberships that make up the membership described appears.
3. In the Person Membership section, click New.
A Person Membership creation window opens.
4. In the Member field, click Connect Person (system).
A dialog box for connecting system persons appears.
5. Find and select the person associated with the user that interests you and click Connect.
6. In the Role in the Organization, click Connect Business Role.
A connection window opens.
7. Find and select the business role that interests you and click Connect.
8. Click Connect.
The new person membership appears in the list with the name of the user and their role in the described organization.
Reusing an existing organization in a project
To reuse an Organization from a project:
1. Open the Characteristics property pages of the project that interests you.
2. Expand the Organization section and select the organization in which the person participate.
The list of Person Memberships as well as the list of Organization Memberships that make up the membership described appears.
3. In the Organization Membership section, click New.
An Organization Membership creation window opens.
4. In the Creation Mode section, click Reuse an Organization Membership.
A Sub-organization section appears with the list of existing organizations.
5. Select the organization that interests you and click OK.
The new organization membership appears in the list.