Add or edit a TRM category

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add a new request or edit an existing request to create a TRM category.

    Before you begin

    Important:

    Starting with the Xanadu release, the legacy Technology Reference Model module is moved to the Enterprise Architecture Workspace. To learn more, see Configure TRM categories.

    The user must be part of the Enterprise Architect Group.

    Role required: sn_apm.apm_analyst

    Note:
    The user (sn_apm.apm_analyst) must be part of the Enterprise Architecture Group.

    About this task

    A TRM category is a grouping of TRM software products by their purpose and function. The categorization helps you to consolidate TRM products and rationalize decisions. You can create a TRM category or edit an existing one to align it with your business requirements. You can define categories or rely on the Software Asset Management product classification.

    Procedure

    1. Navigate to All > Enterprise Architecture > Technology Reference Model > Categories.
    2. Create or edit a category.
      • To create a category, select New.
      • To edit an existing category, select the name of the category.
    3. On the form, fill in the fields.
      For field information, see TRM Category form.
    4. Select Submit or Update.