Introduction to HOPEX IT Portfolio Management
Governance with HOPEX IT Portfolio Management
Application and technology inventory
Application and technology evaluation
Transforming application and technology assets
Analyzing the impact of the applications asset transformation on the data used
Connecting to HOPEX IT Portfolio Management
Prerequisite: Importing the APQC Libraries
Connecting to the solution
HOPEX IT Portfolio Management Profiles
Functional Administration
Preparing the Work Environment HOPEX IT Portfolio Management
Defining Enterprise Org-Units
Creating an org-unit
Specifying org-unit properties
Describing Enterprise Sites
Defining Business Lines
Defining Business Processes
Defining Business Capabilities
Presentation
Creating a business capability
Creating a global business capability map
Creating the diagram of a business capability map
Defining the components of a business capability
Defining business capability dependencies
Generating a Business Capability Treemap on an Application Portfolio
Defining Life Cycles
Life cycles supplied by default
Creating new life cycles
Drawing up an Application Inventory
Building Application Assets
Creating an Application
Importing Applications from an Excel file
Creating an Application System
Prerequisite
Creating an application system
Adding an application to the application system
Aggregation Type
Defining the Properties and the Environment of an Application
Accessing Application Properties
Overview of the application
Application Characteristics
Application identification
Other characteristics
Defining Application Functional Scope
Connecting a functionality to the application
Assigning an Application to Persons
Specifying the Technologies of an Application
Attaching Documents to an Application
Specifying Data Exchanged With Other Applications
Specifying the Risks Associated with an Application
Generating an Application Environment Report
Application Environment Graph of an application
Application Exchange Graph for a set of applications
Defining the Properties and the Environment of an Application System
Prerequisite
Accessing Application System Properties
Application System Characteristics
Responsibilities
Application system Gantt chart
Evaluating Application Systems
Defining Application Life
Viewing Application Life (Gantt Chart)
Gantt Chart Report
Initializing the life of the object
Updating the dates of the object life
Accessing properties of a time period
Managing application installations
Applications and Installations
Consulting Application Installations
Creating an Application Installation
Creating an Installation Usage Context
Analyzing Application Life Cycle and Installations
Creating an Application System Installation
Application System Installation Contexts
Defining Application System Software Installations
Managing Application Versions
Managing Application Versions
Managing Application and Application System Costs
Cost Calculation Principles
Specifying Application Costs
Creating a cost line
Creating a fixed expense
Modifying a periodic expense
Application System Costs
Specifying a Currency
Analyzing Application Costs
Evaluating Application Criticality
Application Evaluation Criteria
Direct Assessment
Assessment By Campaign
Prerequisites for data assessment
Creating assessment campaigns on an application portfolio
List of Analysis Reports Available on Applications and Application Systems
Application and Application System Embedded Reports
Reports Applicable to a Set of Applications
Instant reports
Application portfolio reports
Drawing up a Technology Inventory
Defining and Validating Technologies
Creating a Technology
Defining Technology Properties
Overview
Characteristics
Version
Application
Cost
Reports
BDNA
IT-Pedia
Validating a Technology
Directly on a technology
On demand
Defining a Technology Stack
Creating a technology stack
Specifying its properties
Conflicts between a technology stack and its components
Importing Technologies from BDNA
Presentation of the BDNA Connector
Use Case in HOPEX ITPM
Prerequisite Conditions
Scope of BDNA Connector
Importing new Objects from BDNA
Technology types
Vendors
Technologies
Displaying BDNA properties in HOPEX
Merging BDNA technologies with existing technologies of your repository
Merging two technologies in HOPEX
Merging technologies on BDNA import
Modifying the BDNA Identifier of a technology in HOPEX
Updating BDNA Objects Imported into HOPEX
Technology Automatic Updating and Alerts
Defining Update Frequency
Subscribing to Alerts
Support Alert Report
Inventorying Technologies with ITMC Discovery
Installing the Module
Structure of the module
Configuration
Retrieving Data Collected by ITMC Discovery
Importing Technologies from IT-Pedia
Prerequisite Conditions (IT-Pedia Connector V3)
Communication and protocols
Connection options to IT-Pedia
Initializing the list of your technologies in IT-Pedia
Importing New Technologies from IT-Pedia
Filtering the display of technologies
Updating IT-Pedia Technologies Imported into HOPEX
Synchronization of deletions in HOPEX and IT-Pedia
Normalizing Technologies
Reporting Missing Technologies in IT-Pedia
Requesting new product from the connector (V3.0 or higher)
Following the request
Requesting new product via an Excel file (versions prior to v3.0)
Displaying IT-Pedia Properties in HOPEX
Modifying dates from IT-Pedia
Merging IT-Pedia Technologies With Existing Technologies of Your Repository
Merging two technologies
Technology Automatic Updating and Alerts
Defining Update Frequency
Subscribing to Alerts
Support Alert Report
Distinguishing technologies from applications (AI-Driven APM)
Prerequisites
Application Detection
Presentation of the wizard
Starting application detection
Connecting Applications to Business Capabilities
Launching Capability Smart Mapping
Defining Technology Life
Official Life Cycle
Obsolescence risk
Technology Life Cycle within the Organization (Gantt Diagram)
Analyzing the life cycle of a technology and the applications that use it
Technology Support Alert
Viewing the support alert of a technology
Support Alert report
Managing Deployments of Technologies
Versions and Deployments
Consulting Technology Deployments
Creating a Technology Deployment
Creating an Deployment Usage Context
Managing Costs of Technologies
Importing Objects in HOPEX IT Portfolio Management
Downloading the Excel Import Template
Template description
Managing the Data Used in the Application Assets
Introduction to Data Management in HOPEX IT Portfolio Management
Scope
Profile Associated with Data Management
Creating a Business Glossary in HOPEX IT Portfolio Management
Consulting Term Definitions
Creating Concepts
Generating a Business Glossary
Drawing up a Data Inventory in HOPEX IT Portfolio Management
Business Dictionary
Concept
Concept Domain
Concept Domain Map
Data dictionary
Defining Data Categories
Importing the module of Categories
Accessing the list of categories
Indicating the Category of a Data Item
Visualizing the data of a data category
Importing Data in HOPEX IT Portfolio Management
Defining the Data Used by an Application
Connecting Data to an Application
Analyzing Impact Between an Application and the Data it Uses
See in which Applications a Data is Used
Assessing the Data Quality in HOPEX IT Portfolio Management
Assessing a Data Item
Data Evaluation Criteria
Completeness
Accuracy
Consistency
Validity
Uniqueness
Timeless
Data Quality Evolution Report
Evaluating Application Assets
Describing Inventory Portfolios
Creating an Inventory Portfolio
Defining Inventory Portfolio Content
Portfolio characteristics
Inventory
Evaluation
Reports
Collecting Data for a Set of Applications
Principle and prior conditions
Request completion of data via an assessment questionnaire
Entering data for an application via a questionnaire
Generating the Business Capability Map of a Portfolio
Defining Portfolio Assessment Criteria
Using Existing Criteria
Creating a New Criterion
Defining Criterion Aggregation Rules
Evaluating Applications on Portfolio Criteria
Accessing evaluated applications
PGenerating a PDF or Excel evaluation data file
Generating an instant report on evaluation data
Portfolio costs report
Using Timelines
Creating a timeline
Defining timespots
Dating a timespot
Analyzing the application code of a portfolio with CAST Highlight
Prerequisite Conditions
Entering the CAST Highlight customer ID
Identifying yourself as the first user (Functional Administrator)
Declaring other users in CAST Highlight
Establishing the connection between HOPEX and CAST Highlight
Launching a Code Analysis Campaign
Launching the Code Analysis
Evaluating the Cloud Migration
Presentation of the Cloud Migration Questionnaire
Questionnaire Content
Motivations for moving the application to the Cloud
Technical interest
COTS Application
Saas Version of the COTS application
Data breach
Service disruption risk
Risk of out-of-control budget
Technical skills of the migration team
Migration effort
Portfolio Analysis Reports
Reports Embedded in a Portfolio
Costs Report
Gantt Chart
Business Capability Map Breakdown
Application Inventory and Dependencies
Application Positioning
Applications TIME Report
Business Capability Breakdown Time Report
Business Capabilities Tree Map
Software technology support alert
Data Category of portfolio Dendrogram
SMART Analyses
How the SMART analyses work
TIME Analysis
Cloud Migration Analysis
Running a Smart analysis
Transforming the Application Portfolio
HOPEX IT Portfolio Management Workflows
Application Update Workflow
Technology Validation Workflow
ServiceNow Integration
What is ServiceNow Integration?
Accessing ServiceNow Integration
Prerequisites
ServiceNow Prerequisites
HOPEX Prerequisites
Accessing the Module
Setting Up the Connection
Setting Up a Proxy
Mapping Objects
Core Concepts
Exploring ServiceNow's data model from HOPEX
Standard Mappings
Mapping Tables
Setting Up a Unique Identifier
Mapping Fields
Field types
Mapping fields of different types
Mapping Enumerations
Mapping Links
Mapping complex links
Example of a complex link
Setting Up Filters
Composing multiple filters
Reviewing Mappings
Checking mappings
Generating a report
Importing & Exporting Mappings
Importing mappings
Exporting mappings
Synchronizing Objects
Running a Manual Synchronization
Scheduling a Synchronization
Checking Synchronization Status
Cleaning Previous Synchronization Data
FAQ
Introduction to HOPEX IT Portfolio Management
Governance with HOPEX IT Portfolio Management
Connecting to HOPEX IT Portfolio Management
Functional Administration
Preparing the Work Environment HOPEX IT Portfolio Management
Defining Enterprise Org-Units
Describing Enterprise Sites
Defining Business Lines
Defining Business Processes
Defining Business Capabilities
Defining Life Cycles
Drawing up an Application Inventory
Building Application Assets
Creating an Application System
Defining the Properties and the Environment of an Application
Accessing Application Properties
Application Characteristics
Defining Application Functional Scope
Assigning an Application to Persons
Specifying the Technologies of an Application
Attaching Documents to an Application
Specifying Data Exchanged With Other Applications
Specifying the Risks Associated with an Application
Generating an Application Environment Report
Defining the Properties and the Environment of an Application System
Defining Application Life
Managing application installations
Applications and Installations
Creating an Application System Installation
Managing Application Versions
Managing Application and Application System Costs
Evaluating Application Criticality
List of Analysis Reports Available on Applications and Application Systems
Drawing up a Technology Inventory
Defining and Validating Technologies
Creating a Technology
Defining Technology Properties
Validating a Technology
Defining a Technology Stack
Importing Technologies from BDNA
Presentation of the BDNA Connector
Importing new Objects from BDNA
Displaying BDNA properties in HOPEX
Merging BDNA technologies with existing technologies of your repository
Updating BDNA Objects Imported into HOPEX
Inventorying Technologies with ITMC Discovery
Importing Technologies from IT-Pedia
Prerequisite Conditions (IT-Pedia Connector V3)
Importing New Technologies from IT-Pedia
Displaying IT-Pedia Properties in HOPEX
Merging IT-Pedia Technologies With Existing Technologies of Your Repository
Distinguishing technologies from applications (AI-Driven APM)
Defining Technology Life
Managing Deployments of Technologies
Managing Costs of Technologies
Importing Objects in HOPEX IT Portfolio Management
Managing the Data Used in the Application Assets
Introduction to Data Management in HOPEX IT Portfolio Management
Creating a Business Glossary in HOPEX IT Portfolio Management
Drawing up a Data Inventory in HOPEX IT Portfolio Management
Defining the Data Used by an Application
Assessing the Data Quality in HOPEX IT Portfolio Management
Evaluating Application Assets
Describing Inventory Portfolios
Creating an Inventory Portfolio
Defining Inventory Portfolio Content
Collecting Data for a Set of Applications
Generating the Business Capability Map of a Portfolio
Defining Portfolio Assessment Criteria
Using Timelines
Analyzing the application code of a portfolio with CAST Highlight
Prerequisite Conditions
Evaluating the Cloud Migration
Portfolio Analysis Reports
Reports Embedded in a Portfolio
SMART Analyses
Transforming the Application Portfolio
HOPEX IT Portfolio Management Workflows
Application Update Workflow
Technology Validation Workflow
ServiceNow Integration
What is ServiceNow Integration?
Accessing ServiceNow Integration
Prerequisites
Accessing the Module
Setting Up the Connection
Setting Up a Proxy
Mapping Objects
Core Concepts
Standard Mappings
Mapping Tables
Setting Up a Unique Identifier
Mapping Fields
Mapping Enumerations
Mapping Links
Setting Up Filters
Reviewing Mappings
Importing & Exporting Mappings
Synchronizing Objects
Running a Manual Synchronization
Scheduling a Synchronization
Checking Synchronization Status
Cleaning Previous Synchronization Data
FAQ