Add or edit a TRM category

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Wichtig:

    Starting with the Xanadu release, the legacy Technology Reference Model module has been deprecated from Enterprise Architecture (formerly Application Portfolio Management). However, if you’re an existing user of Enterprise Architecture (formerly Application Portfolio Management), you can still use the legacy Technology Reference Model module. If you’re a new activation user, the legacy Technology Reference Model module isn’t available.

    You can leverage the same features by using the Enterprise Architecture Workspace. To learn more, see Manage TRM categories.

    The user must be part of the Enterprise Architect Group.

    Role required: sn_apm.apm_analyst

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

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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.