Add or edit a TRM category

  • Release version: Washingtondc
  • Updated April 1, 2024
  • 1 minute to read

    • Add or edit a TRM category to group the TRM software products.

    Before you begin

    You must be part of the Enterprise Architect Group.

    Role required: sn_apm.apm_analyst

    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 Workspace > Enterprise Architecture Workspace.
    2. Open the Setup page by selecting the Setup icon Setup icon.
    3. Select the expand row icon (Expand Row icon) next to TRM Categories.
    4. Select All.
    5. Add or edit a TRM category.
      • To add a TRM category, select New.
      • To update details of an existing TRM category, select the TRM category.
    6. On the form, fill in the fields.
      For field information, see TRM Category form.
    7. Select Save.