Enterprise Architecture Workspace access roles
The following roles help you to configure and use the Enterprise Architecture Workspace application. After access has been granted to a role, all the groups or users assigned to the role are granted access. Roles can contain other roles, and any access granted to a role is granted to any other role that includes it.
Enterprise Architecture Workspace roles
The following roles are available in Enterprise Architecture Workspace. After access is granted to a role, all users and groups assigned to that role inherit the permissions. Roles can contain other roles, and any access granted to a role is also granted to any role that includes it.
| Role | Description | Typical persona |
|---|---|---|
| sn_apm.apm_admin | Full administrative access to configure and manage Enterprise Architecture Workspace settings, including Setup page configuration for all functional areas. Includes all permissions of sn_apm.apm_analyst. | EA administrator, IT architect lead |
| sn_apm.apm_analyst | Create and manage key portfolio records such as business applications and digital integrations. Approve or reject requests when assigned to the Enterprise Architect group. Includes all permissions of sn_apm.apm_user. | Enterprise architect, solution architect |
| sn_apm.apm_user | Create and update portfolio data across business architecture, information portfolio, technology portfolio, modeling, and data certification. Includes all permissions of sn_apm.apm_read. | Application owner, business analyst, portfolio manager |
| sn_apm.apm_read | Read-only access to all pages and records in Enterprise Architecture Workspace. Cannot create or update data. For more information, see Business stakeholder role for Enterprise Architecture Workspace. | Business stakeholder, executive, auditor |
Users with Enterprise Architecture Workspace roles and certain platform roles, such as ITIL and other CMDB related roles, may be able to create or edit Business Application records by default.
Note: The global admin role continues to function through role inheritance. However, Enterprise Architecture now uses feature-specific granular admin roles. Use sn_apm.apm_admin instead of admin for application-level administration wherever possible. For more information, see Granular admin role changes in Enterprise Architecture.
Enterprise Architect group
The Enterprise Architect group is a platform user group that acts as a governance layer on top of the standard role hierarchy. It is configured intentionally to separate approval authority from general role access: users with the sn_apm.apm_analyst role can perform approvals and governance actions only when they are also members of this group. Assigning the role alone is not sufficient for these actions.
To add or modify members of the Enterprise Architect group, navigate to All > Enterprise Architecture > Administration > Services Approval Group > Enterprise Architect Group.
The following table lists the capabilities that require membership in the Enterprise Architect group.
| Functional area | Role also required | Capabilities unlocked by group membership |
|---|---|---|
| Technology Reference Model \(TRM\) | sn\_apm.apm\_analyst | - Approve or reject TRM product requests - Approve or reject TRM product lifecycle requests - Create TRM product lifecycles - View and update pending TRM requests |
| Enterprise modeling and visualization | sn\_apm.apm\_analyst | - Approve or reject modeling diagram requests - View shape library configurations, entity configurations, and modeling configuration and relationship definitions |
| Technology Reference Model \(TRM\) — data access | Group membership only | Read data from the following TRM standards tables: - TRM Standards phase \(sn\_apm\_trm\_standards\_phase\) - TRM standards product lifecycle \(sn\_apm\_trm\_standards\_product\_lifecycle\) - TRM standards technical debt \(sn\_apm\_trm\_standards\_technical\_debt\) |
| Application portfolio | Group membership | Retire a business application |
| Architectural artifacts | Group membership | - Approve or reject architectural artifact version approval requests. EA group members receive approval requests by email and can approve or reject directly from the notification. - Owner permission on the following architecture document types: - Application Architecture - Technology Architecture - Business Architecture - Data Architecture |
| Architecture Review Board \(ARB\) | Group membership | Request an ARB architecture review |
| Publishing Center / TRM Catalog | sn\_apm.apm\_admin + knowledge\_admin + sp\_admin | Create, publish, and manage TRM Publishing ConfigurationsNote: sp_admin is required in addition to sn_apm.apm_admin and knowledge_admin for EA group members accessing the Publishing Center. |
| Administration | Group membership |
|
Installation and plugin activation
Plugin activation requires the global admin role.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Activate the EA Workspace plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate the Technology Portfolio Management \(TPM\) plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate the Technology Reference Model \(TRM\) plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate the Read only roles for Enterprise Architecture plugin | Image omitted: icon-check-mark-green.png Yes |
Setup page
The Setup page provides configuration options for all functional areas in the workspace.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Configure application categories, category groups, and families | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure application and capability indicators | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure scoring profiles and attach profile indicators | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure TRM phases and TRM categories | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure information data domains | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure architectural artifact categories | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure demand actions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure modeling settings, including shape libraries, entities, relationships, and diagram actions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||||
| Configure total cost of ownership \(TCO\) sources, source cost types, and cost types; set TCO dashboard properties | Image omitted: icon-check-mark-green.png Yes | |||||
| Configure Publishing Center for TRM catalog publishing; modify TRM catalog publishing configurations; associate service portals with a TRM catalog knowledge base | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Add and edit certification policies from the Setup page \(legacy CMDB-based policies\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires certification\_admin |
Business architecture
Business architecture covers business capabilities, business units, departments, goals, value streams, value stream stages, business processes, and demands in the Portfolio List view.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Add and edit business capabilities and sub-capabilities | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit business units | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit departments; add users to departments | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit goals; add quantitative and qualitative targets; create sub-goals | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit value streams; add application models to value streams | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit value stream stages; associate business processes with value stream stages; add or remove business capabilities from value stream stages | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit business processes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit demands | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create demands from the Business Portfolio view and Application Rationalization views | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Export business portfolio data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View all business architecture records | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Application portfolio
The application portfolio covers business applications, application services, digital integrations, digital interfaces, and product capabilities.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Add new business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |||
| Add and edit digital integrations; associate artifacts and information objects with digital integrations | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |||
| Add and edit digital interfaces; manage Agile Development components, information objects, and credentials; relate a digital interface to an API | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |||
| Update business application details | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Associate and unassign business capabilities, product capabilities, architectural artifacts, information objects, and TRM products with business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create diagrams and unified maps from a business application | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View the business application roadmap | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit application services | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit product capabilities; view all product capabilities | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View and manage AI systems and AI portfolio items associated with business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Run the job to generate model IDs for business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View all business applications, application services, digital integrations, digital interfaces, and associated records | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Information portfolio
The information portfolio covers data domains, information objects, architectural artifacts, and architectural decision records (ADRs).
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Add and edit data domains and information objects | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create and edit architectural artifacts; add versions, related entities, and associated records | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Share architectural artifacts with users and groups; manage access permissions for architectural artifacts | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Request approval for an artifact version; download and delete architectural artifact versions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create and edit architectural decision records \(ADRs\); add pages, subpages, and versions to ADRs | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Tag users and records in an ADR document; request approval for an ADR | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Associate architectural artifacts with business applications, capabilities, business processes, digital integrations, and TRM products | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View all data domains, information objects, architectural artifacts, artifact versions, and ADRs | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Technology Portfolio Management (TPM)
Technology Portfolio Management tracks software and hardware lifecycle data for business applications and application services.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Activate the TPM plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Update the system property to gather software from CMDB | Image omitted: icon-check-mark-green.png Yes | |||||
| Update TPM lifecycle data for a business application or application service | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View technology lifecycle data and technology risk information | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View technology portfolio audit risk details and update verification status | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Run the job to populate TPM lifecycle data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Run the scheduled job to update TPM data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Run the scheduled job to generate TPM risk; restart the TPM scheduled job | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View TPM logs; run the job to populate TPM lifecycle identifiers | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View technology portfolio data, lifecycle timelines, and risk information | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Technology Reference Model (TRM)
The Technology Reference Model provides a structured catalog of approved technologies and their lifecycle phases.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Activate the TRM plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Approve or reject TRM product requests | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Must be in the Enterprise Architect group | ||
| Approve or reject TRM product lifecycle requests; create TRM product lifecycles | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Must be in the Enterprise Architect group | ||
| View and update pending TRM requests | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Must be in the Enterprise Architect group | ||
| View all TRM products, grouped by category or individually | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View all TRM phases and categories | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Request a new TRM product; request a TRM product lifecycle change | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create TRM product lifecycle requests | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Associate architectural artifacts with TRM products | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View, create, add, and remove business capabilities and business applications associated with TRM products | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View TRM technical debt; run the job to generate TRM technical debts | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Export TRM product catalog data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View TRM products, categories, phases, technical debt, and lifecycle timelines | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |
| Run the scheduled job to sync TRM product names with linked SAM software product names | Image omitted: icon-check-mark-green.png Yes | Requires the admin role. Run on demand from All > System Definition > Scheduled Jobs. |
Enterprise modeling and visualization
Enterprise modeling and visualization lets users create, manage, and publish architecture diagrams.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Approve or reject modeling diagram requests | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Must be in the Enterprise Architect group | ||
| View shape library configurations, entity configurations, modeling configuration, and relationship definitions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Must be in the Enterprise Architect group | ||
| Create empty diagrams and synchronize them with the ServiceNow database | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create business capability maps \(BC maps\), business application maps \(BA maps\), and business process maps \(BP maps\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create ArchiMate diagrams, AWS architecture diagrams, and CSDM diagrams | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add, remove, group, ungroup, expand, collapse, and delete shapes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add related records to shapes; add labels to connector lines | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Reorder shapes in a category; show or hide the Shapes panel; toggle between grid and list view; filter shapes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Save a diagram as new; duplicate a diagram | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Submit a diagram for approval; synchronize a diagram and individual shapes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Share a diagram; download a diagram; add or edit diagram version details; delete a diagram | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create and manage custom shape libraries, custom shape elements, and custom shape actions; store images in the database for custom shapes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Modify BPMN diagrams | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Set relationship type on a connector; set connector line style, arrowhead style, and icon for non-ArchiMate and mixed connectors; swap connector direction; add a label to a connector | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires Owner or Editor access to the diagram | |
| Align shapes to a common edge or center; distribute shapes at equal spacing | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires Owner or Editor access to the diagram. Not available in business capability map diagrams. | |
| View diagrams and diagram details | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Application rationalization
Application rationalization helps users assess and manage business applications through bubble chart and list views.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Analyze business applications in the bubble chart view by capability | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Create demands from the bubble chart view and list view | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Set the planned disposition of a business application | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add and edit business application lifecycle data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Edit business application details from the bubble chart and list views | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Edit demands and projects associated with a business application | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Update the system property to change the number of bubbles displayed | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Apply filters on the application rationalization view | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Export application rationalization list data | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View application rationalization data in bubble chart and list views | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Data certification
Data certification provides a governance mechanism to promote that architecture data is accurate and complete.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Create data certification policies using the certification policy wizard | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires system admin, CMDB admin, and sn\_apm.apm\_analyst | |
| Publish draft certification policies | Image omitted: icon-check-mark-green.png Yes | |||||
| Run data certification policies | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate and deactivate certification policies; delete certification policies | Image omitted: icon-check-mark-green.png Yes | |||||
| Track certification progress across policies | Image omitted: icon-check-mark-green.png Yes | |||||
| Review and certify data certification tasks assigned to them | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | User must be assigned a certification task | |
| Fail records that do not meet certification standards | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | User must be assigned a certification task | |
| Reassign certification tasks to other users or groups; request reassignment | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | User must be assigned a certification task | |
| Submit completed certification reviews | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | User must be assigned a certification task | |
| View certification policies and certification status | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Dashboards
Dashboards provide visibility into application health, assessment scores, and portfolio performance.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| View and monitor the Applications Assessment dashboard | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |||
| View and monitor the Application 360 dashboard | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | |||
| View the workspace home dashboard and portfolio overview and health section | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Apply filters on the portfolio overview and health view | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View dashboards | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Total Cost of Ownership (TCO)
Total Cost of Ownership tracks and manages direct and indirect costs associated with business applications.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Activate the App TCO plugin | Image omitted: icon-check-mark-green.png Yes | |||||
| Create TCO sources, TCO source cost types, and TCO cost types | Image omitted: icon-check-mark-green.png Yes | |||||
| Set properties for TCO dashboards | Image omitted: icon-check-mark-green.png Yes | |||||
| View all TCO records for business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| create TCO records | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View TCO records | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Publishing Center
The Publishing Center lets administrators publish TRM catalog data to a knowledge base for consumption through a service portal.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| Create and modify TRM catalog publishing configurations | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Configure TRM data to publish; manage article configurations | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Associate portals with a TRM catalog knowledge base | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Enable automatic synchronization of published catalogs | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Publish and republish TRM catalogs to the knowledge base | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Retire and archive published TRM catalogs; view publishing run logs | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_apm.apm\_admin and knowledge\_admin | |
| Access published TRM catalog content through the service portal | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Architecture Analyzer
The Architecture Analyzer lets users explore and visualize relationships between architectural entities on an interactive canvas.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| create explorations on the Architecture Analyzer canvas | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add entities to the canvas by selecting entity type and specific record | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add upstream and downstream related entities to a selected entity on the canvas | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Show or hide the left navigation pane and the Add to canvas panel | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Clear all entities from the canvas | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Download an exploration canvas as an image | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Rename an exploration; delete an exploration | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View existing explorations | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
AI systems — AI Control Tower integration
The AI systems integration surfaces AI governance data from AI Control Tower directly on business application records. Viewing full AI system records in AI Control Tower requires roles from the AI Control Tower application in addition to EA Workspace roles.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| View the AI systems tab on a business application record | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View AI system details including lifecycle phase, state, lifecycle status, and risk classification | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Add an existing AI Control Tower AI system to a business application | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Remove an AI system association from a business application | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| Open and view the full AI system record in the AI Control Tower workspace | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_ai\_governance.ai\_governance\_workspace\_user \(AI Control Tower role\) | |
| View full AI system governance details in AI Control Tower, including related models, datasets, prompts, approval history, and lifecycle tasks | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_aig.ai\_steward or sn\_aig.ai\_asset\_owner \(AI Control Tower roles\) | |
| Manage AI system associations with business applications from the AI Control Tower side | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires sn\_aig.ai\_steward or sn\_aig.ai\_asset\_owner \(AI Control Tower roles\) | |
| View the AI systems tab on a business application record | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
My Entities
My Entities provides a personalized view of the records you own or manage, across all portfolio types.
| Capability | admin | sn\_apm.apm\_admin | sn\_apm.apm\_analyst | sn\_apm.apm\_user | sn\_apm.apm\_read | Notes |
|---|---|---|---|---|---|---|
| View and manage your business capabilities, business processes, and business applications | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View and manage your application services, information objects, and architectural artifacts | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View and manage your TRM products, digital integrations, and digital interfaces | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | ||
| View your assigned entities | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes |
Parent Topic:Install Enterprise Architecture Workspace
Related topics
Business stakeholder role for Enterprise Architecture Workspace