Converting HOPEX EA Org-Units to Organizations
In HOPEX IT Portfolio Management and HOPEX IT Architecture, org-units are used to describe the overall organization. If you want to reuse HOPEX objects, you may need to convert org-units to organizations so that they are recognized in HOPEX Privacy Management.
Converting Org-Units to Organizations
To convert org-units to organizations:
1. From the navigation menu, click Integration > Organizations.
2. Select the org-units of interest to you and click Convert.
3. In the wizard that appears, select the type of conversion needed:
• Convert to legal entity
• Convert to department
If you select "department", you need to select the legal entity the selected department should be linked to.
• Convert to third party
4. Click OK.
You can view the created legal entities/departments/third parties from the Organization menu.
Technically speaking, the conversion creates a link between the organization and the EA org-unit. The organization inherits from the org-unit local name, which becomes the legal entity/third party/department name.
Synchronizing EA-Privacy Organization
When an object is modified in HOPEX, you can perform synchronization within HOPEX Privacy Management. In the property page of the organization corresponding to the modified org-unit, a specific Synchronize button is made available.
To activate this option:
1. From the main menu, select Settings > Options.
2. In the Privacy Management section, select "Displays synchronization buttons for Privacy-EA integration".