Business stakeholder role for APM

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Business Stakeholder Role for APM

    The Business Stakeholder role for Application Portfolio Management (APM) allows users to approve, view, or read records necessary for reports and dashboards. This role is essential for business stakeholders who need to review and approve APM reports efficiently.

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    Key Features

    • Role Activation: For existing customers upgrading to Washington DC, the Business Stakeholder role is available when the Read Only Roles for APM plugin (com.snc.apmreadroles) is activated. New customers automatically have this plugin enabled.
    • Read-Only Access: Users with the Business Stakeholder role have read-only access to dashboards, including Application Landscape, Application 360, and Application Assessments, and can also view all underlying data tables.
    • Dashboard Sharing: APM users can create custom dashboards and reports and share them with users who have the Business Stakeholder role for read-only access.
    • Widget Sharing: Individual dashboard widgets can be shared with stakeholders by following a straightforward process in the APM interface.

    Key Outcomes

    By utilizing the Business Stakeholder role, organizations can streamline the review and approval of APM reports while controlling access at a read-only level. This ensures that business stakeholders can effectively contribute to the decision-making process without the risk of altering critical data. Additionally, the role provides a cost-effective alternative to the more comprehensive Analyst role, allowing for broader access to necessary information while managing subscription costs.

    For APM users, Business Stakeholder (com.snc.business_stakeholder) plugin contains the business stakeholder role for APM. Users with this role can approve, view or read records of tables that are used to retrieve data for reports and dashboards. Customers can assign this role to any user who is a business stakeholder to review and approve reports.

    Upgrade information

    Upgrade customer
    If you are upgrading to Washington DC, the business stakeholder role for APM is available only when you activate Read only roles for Application Portfolio Management (com.snc.apm_read_roles) plugin.
    New customer
    If new customer, the Read only roles for Application Portfolio Management (com.snc.apm_read_roles) plugin is activated on zBoot. However, the business stakeholder role for APM is available only when you install APM plugin.

    Why business stakeholder read-only role

    Analyst (sn_apm.apm_analyst) role in Application Portfolio Management is a licensable role that requires subscription. Users with this role can access all APM PA dashboards and this role contains APM administrator role who has different levels of access not only to read but to approve and update information data. Organizations procure this licensable role in limited numbers as it comes with a price. Business stakeholder role comes with a similar function but access is controlled at read-only level. Users with this role can access reports to review and approve only.

    Share dashboards with business stakeholder read-only users

    APM users with Business stakeholder role for APM (sn_apm.apm_read) role have read-only access to dashboards and reports and all the underlying tables of the dashboards.

    The base system provides access to users with this role to view Application Landscape, Application 360, and Application Assessments dashboards. You can also access all the tables from where the data are retrieved for these dashboard reports.

    However, you can also configure your custom-created dashboards and reports to provide users with business stakeholder role. To provide read-only access to a business stakeholder, follow the steps in Share a responsive dashboard

    Share widgets in dashboards with business stakeholders

    To share individual widgets in the dashboard with the user who has the business stakeholder read-only role,
    1. Navigate to Application Portfolio Management > Application Portfolio Analysis > Dashboard
    2. Click the add widgets icon (Add widget icon).
    3. Click the edit content icon (Edit content - pencil icon) of the widget that you want to share.
    4. Click the sharing icon (Sharing icon).
    5. Click the Share option in the Sharing section.
    6. Search for business_stakeholder in the search field and click to add the role in the Sharing settings window.
    7. Click OK.

    APM tables accessible to users with business stakeholders role

    Users with Business stakeholder role for APM can access the following tables that store the data to load the widgets in the APM dashboards:

    Table 1. APM tables
    Label Table name
    Business Application cmdb_ci_business_app
    Business Capability cmdb_ci_business_capability
    CMDB Relationship cmdb_rel_ci
    CI Score apm_app_score
    Indicator Score apm_app_indicator_score
    Indicators apm_metric
    Fiscal Year fiscal_period
    Business Process cmdb_ci_business_process
    Application Family apm_application_family
    Application Category apm_application_category
    Application Category Groups apm_application_category_group
    Scoring Profiles apm_application_profile
    Portfolio pm_portfolio