Identifying the Applications that Require Additional Information

If you already know the applications for which you want to collect additional information, you can skip this task.

To identify the applications that require additional information, you create an application set that contains the applications you want to investigate, and then run two reports on those applications.

  1. Identify the applications to include in the application set:

    1. From the menu bar, select Open > Application Portfolio > Search Entities.

    2. In the Entities area, click Application.

      The Search: APM - Application page opens.

    3. Enter the filter criteria. For example, in the Contacts section, type or select the name of a user from the Technical Owner list to find all applications for which the user has technical authority.

    4. Click Search.

      The Request Search Results page opens.

    5. Make note of the application numbers from the Application No column and names from the Title column that matched the filter criteria or export the results to a Microsoft Excel spreadsheet.

  2. Create an application set that contains an application or group of applications you are investigating. You use this application set later to view a report that shows how complete the data entry is for the set of applications. For example, you might want to view data entered for the applications owned by a specific technical owner. You can create the application set using the dynamic graphing feature or from the menu bar.

    To create an application set using dynamic graphing, see Dynamic Graphing.

    To create an application set from the menu bar:

    1. From the menu bar, select Open > Application Portfolio > Create Entities.

      The Create New Entity page opens.

    2. In the Grouping area, click Application Set.

      The Create New APM - Application Set page opens.

    3. In the Set Name field in the Summary section, type a name for the application set.

    4. In the Scope section, open the List of Applications section and click Edit.

      The label on the Edit button changes to View and additional buttons are displayed.

    5. Add applications to the application set. For more information, refer to the following steps and Table 4-1. Table icons for descriptions of the icons.

      1. Click the Add Row icon ().

        A row with an empty cell in the Name column is added to the table.

      2. In the empty cell, type or select the name of an application you want to add to the application set.

      3. Repeat step i and step ii as necessary to add additional applications to the set.

    6. Click Submit to save the application set.

  3. Run the Entity Coverage Summary report for the application set you created in step 2. The Entity Coverage Summary report shows a summary of attributes and how complete the data entry is for the select applications or application set.

    1. From the menu bar, select Open > Application Portfolio > Reports > Coverage Summary.

      The Submit Report: APM Entity Coverage Summary Report page opens.

    2. From the Entity Type list, select Application.

    3. In the Application Set list, type or select the application set you created in step 2.

    4. Configure additional report parameters as necessary. For descriptions of the report parameters, see Table C-1. Entity Coverage Summary report filter fields.

    5. In the Scheduling and Output Options section, select Run Report Immediately.

    6. Click Submit.

      The Entity Coverage Summary report is generated and opens.

  4. Analyze the results in the Entity Coverage Summary report to determine if the set of applications it covers require additional data. For example, view the Coverage % column for each attribute and determine if the amount of data entered is satisfactory. If the Coverage % is too low, run the Entity Detail report as described in step 5 to determine which applications are missing data.

  5. If necessary, run the Entity Detail report on the applications in the application set (using the application numbers you noted in step 1). The Entity Detail report shows selected information about one or more applications.

    1. From the menu bar, select Open > Application Portfolio > Reports > Entity Detail.

      The Submit Report: APM Entity Detail Report dialog opens.

    2. In the Entity Request Type list, type or select Application.

    3. In the Entity Numbers list, type or select the application numbers you noted in step 1.

    4. Configure additional report parameters as necessary. For descriptions of the report parameters, see Table C-1. Entity Coverage Summary report filter fields.

      Note: You might want to select No for the Hide Prompts for Empty Fields option so you can visually verify in the report that an attribute contains no data.

    5. In the Scheduling and Output Options section, select Run Report Immediately.

    6. Click Submit.

      The Entity Detail report is generated and opens.

  6. Analyze the results in the Entity Detail report to identify the applications that are missing data.