1.9 Planning Projects in the Web Interface

Most of your interaction with the PTM Server occurs through the Web Interface. This web-based planning tool allows access to project information from anywhere on a range of devices. You use the following key Web Interface components to efficiently manage your transformation projects for one or more organizations.

1.9.1 Dashboard

The Dashboard provides summary information to show how much progress the team has made in completing work.

  • Custom metrics: Key stakeholders can view progress metrics by project, wave, and batch, according to their assigned roles and needs.

  • Project progress: Workload Status shows the total number of workloads and their current status as imported, defining, submitted, in progress, completed, and warning. Each category provides a link to a list of workloads in that category.

  • Project distribution: Workload Breakdown shows core statistics by the transformation method and operating system.

For users in project roles other than a Dashboard Viewer, the Dashboard provides tools to enhance a user’s ability to see an do the important things today. All links honor the view and edit permissions of the user role.

  • What’s Happening: The What’s Happening panel displays key events for the current date, or for a specified date. Users quickly know what workloads to work on today, and what workloads to prepare for an upcoming date. See What’s Happening.

  • Bookmarks: The Bookmarks panel displays the user’s personal bookmarks. Bookmark URLs capture the state of the page or dialog visited. Users can easily revisit favorite pages or dialogs without performing repetitive and complex queries. See Bookmarks.

  • Recently Viewed: The Recently Viewed panel displays links to pages and dialogs that the user recently accessed for view or edit actions. Users can quickly return to a location without repeating the navigation or complex search criteria. See Recently Viewed.

For more information, see Using the Dashboard.

1.9.2 Planning

  • Projects: Create one or more projects for each organization.

    • Set each project to Planning Mode or Automated Mode.

    • Define custom variables to use for each project.

      You can use custom fields to add project-specific details for each workloads, such as budget IDs, contact information, and tags to track logical or business associations among workloads. Custom fields are available in Advanced Search and Bulk Edit forms when the Global Project Selector is set.

    • Set the start and end dates for the project. Child objects automatically inherit dates from their parents. You can also set dates manually.

  • Waves: Break out projects in manageable chunks by grouping the workloads in waves. Set the start and end dates for each wave.

  • Batches: Break out waves in manageable chunks by grouping workloads in batches. Set the start and end dates for each batch.

  • Applications: Define applications that can be associated with workloads in a project.

  • Workloads:

    • Import the source workload information for your project. You can leverage automated discovery to import details for workloads.

    • Use powerful forms for advanced search, bulk status change, and bulk edit to achieve fast and efficient workload manipulations of multiple workloads at a time.

    • Assign workloads to batches through individual or bulk edits.

    • Define the appropriate transformation configuration for each workload.

    • Use the workload information to execute the workload transformation plan and to set the workflow status.

  • Global Project Selector: Set the Global Project Selector to automatically filter lists and dialogs for a specific project. This feature is useful for users who have permissions in multiple projects.

For more information, see Overview of Project Planning. See also the following related topics:

1.9.3 Users

  • Define organizations, users, and groups.

  • Assign users to the Administrators group for elevated privileges and responsibilities.

  • Assign users to project roles:

    • Project Managers

    • Project Architects

    • Migration Specialists

    • Dashboard Viewers

    The multi-tenant architecture controls access for each user account based on the assigned roles.

For more information, see Overview of PlateSpin User Management. See also the following related topics:

1.9.4 Resources

Define custom resources that can be associated with workloads in a project:

  • Credentials

  • Hosts

  • Migration Servers

  • Networks

  • Datastores

  • Resource Pools

  • Environments

For more information, see Resources.

1.9.5 Configuration

Configure and monitor global settings that apply across all projects:

  • Connectors: View the name and health status of all PlateSpin Migrate Connectors registered with the Transformation Manager server.

    For more information, see Monitoring PlateSpin Migrate Connectors.

  • Licenses: View license information, including the start date, expiration date, and the number of licenses remaining in each license block.

    For more information, see Managing Licenses.

  • Migrate Connector: Configure default global settings for PlateSpin Migrate Connectors used with projects in your transformation environment.

    For more information, see Configuring PlateSpin Migrate Connector.

  • Operating Systems: Configure default global operating system types used by all projects in your transformation environment.

    For more information, see Configuring Operating Systems.