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Lesson 4: Create the Business Domain category schema and add child categories

In this lesson, you start the Software Development category schema in the SOA sample model, and then add categories to it.

Category schemas are defined from analyzing your organization as a whole. More importantly, you must analyze the views and perspectives of the people who use the target asset. The category schemas provide values that are used to classify assets. These values are the filters that are used by asset consumers to navigate the repository.

When you import the sample SOA model, you import one category schema that contains some common ways to categorize software assets. View the following highest level categories to familiarize yourself with the Software Development category:

Screen capture of the high-level categories in the Software Development schema

When users submit assets to the repository, they can choose from all of the category schemas that you provide. Users can choose to categorize assets by one, more than one, or all of the high-level categories. For example, if there is a new business process that is being used, the user that submits the asset can categorize the application in the Business Administration category. Here we are adding some categories that business executives could use to find assets on the repository.

To practice editing category schemas:

  1. In the Repository Administration sidebar, click Category Schemas.
  2. Click the Software Development link.
  3. Select the communities, if any, to restrict the use of this category schema for.
  4. In the Category Configuration section, add a primary category node. Hover over the Software Development row, click the Insert icon Insert icon, and select Add Child. When creating category schemas, you create high-level fields that then contain categories that users can select.
  5. In the New Node window, describe the category by performing the following actions:
    1. Type a name for the node: My Business Administration
    2. Describe the node: This is a sample Business Administration category.
    3. The Children are exclusive check box affects the child nodes of the node you are creating. If you want to allow one or more categories to be applied to an asset upon submission, clear the Children are exclusive check box. If you want to specify that only one child per parent is allowed when the asset category is applied to assets upon submission, select the Children are exclusive check box.
    4. Click OK.
  6. Add subcategories to the My Business Administration category node by hovering over the parent row, clicking the Insert icon Insert icon, and selecting Add Child.
  7. Name each category according to the following data. In this tutorial, you do not need to type a description for the subcategories, however, when you put the category schemas in production, always include a description for your category schema.
    Table 1. Data for Business Administration subcategories
    Subcategory Mark children exclusive
    My Business Planning Yes
    My Business Unit Tracking Yes
    My Account Administration Yes
    My Product Administration Yes
    My Purchasing Yes
    My Branch and Store Operations Yes
    My Staff Approvals Yes
  8. Drag the category nodes and release them in a new location to reorder the subcategories, if necessary.

    List includes My Business Planning, My Business Unit Tracking, My Account Administration, My Product Administration, My Purchasing, My Branch and Store Operations, and My Staff Approvals.

  9. Click OK.
The category is available in the Submit wizard for users when they submit assets. Users can tag their asset with these categories as a way to group the new asset with similar assets in the repository. Categories make the asset easy to find and offers information about the business context that the asset was created in.

Lesson checkpoint

In this lesson, you edited the Software Development category schema and added a new field and categories for users to select. You can create any number of new categories using these techniques.
In this lesson, you learned how to perform the following tasks:
  • Edit a category schema.
  • Add, define, and organize new children categories.
  • Mark children exclusive and determine when you want users to be able to select only one child category.
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