DEAR Report User Training
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DEAR Report User Training






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DEAR Report User Training DEAR Report User Training Presentation Transcript

  • Department of the Interior Enterprise Architecture Overview DEAR Report User
  • Quick – To follow along the training presentations
    • Go to DEAR Home page
    • Scroll down and click on “DEAR Training”
      • Training is provided in a lab on the DOI Network
    • Download/Save/Open the appropriate Training Presentation
  • Purpose
    • To introduce and demonstrate the information value of the IEA Program provided via the EA Reporting capabilities.
    • Show how integrating data mining from the DEAR system can enhance current OCIO processes and Business Transformation Analysis.
  • Recap
    • Governance : OCIO EA team includes DOI Enterprise Architects for Business, Technology, and Data domains;
      • Led by Chief Architect and governed by Bureau Chieft Architects advising Business Governance on better use of IT.
    • Method : DOI EA has standard Methodology for Business Transformation - creation and implementation; select business services
    • Integrated Inventory : DOI EA has coordinated with other CIO functions to create one integrated inventory
    • Reference Models : DOI EA describes EA environment in terms of business, performance, information/data, application/service, and technology in the context of FEA reference models
    • Analysis : DOI EA information supports analysis for several CIO reporting functions or Blueprint analysis.
  • Reviewing the Four Parts of DEAR Inventory Management Integrated Inventory Describing with Reference Models MBT Modeling
  • Quick – Lab Prep
    • Go to DEAR Home page
    • Click on Login to DEAR Reporting Site
    • Choose your organization or blueprint, and login
    • NOTE: Your reporting user account can review ANY and all reporting areas.
    • This will be a lab class
  • Reviewing your Inventory
    • Review from your scope
    • Analyze across the Enterprise Validate or Analyze Reports by Organization Analyze Modernization Blueprint Reports
    • Review from your angle
      • OCIO Function Reports
      • Review my Inventory Review Security Linkage Review CPIC Linkage Review Privacy Information Review Contact Information
    • Click on each of these links – what happens to the “tree”?
  • Lab -
    • Choose your Scope
    • Choose “Review System Inventory”
    • Choose a report
    • Answer:
    • How many systems in your Inventory?
    • How many systems in your Inventory that are part of a blueprint (focus area)?
    • You will learn how to
      • Sort
      • Chart (paste special in presentation or document)
      • Matrix
      • Export (to Spreadsheet)
  • Reviewing the Four Parts of DEAR Inventory Management Integrated Inventory Describing with Reference Models MBT Modeling
  • Reviewing your Inventory
    • Review from your scope
    • Analyze across the Enterprise Validate or Analyze Reports by Organization Analyze Modernization Blueprint Reports
    • Review from your angle
      • OCIO Function Reports
      • Review my Inventory Review Security Linkage Review CPIC Linkage Review Privacy Information Review Contact Information
  • Lab – Answer following questions
    • How many C&A Boundaries do you have?
      • (No not include * Unmatched or * Pending Systems)
    • Do you have any unmatched systems (not mapped to a boundary)?
    • How many boundaries are marked with moderate Integrity?
    • Are there any boundaries where C&A Package documentation is flagged as “out of date”?
    • How many current fiscal budget year investments do you have?
    • Bonus : Compare eCPIC BRM data to DEAR Input to 300 – did you find any differences?
      • Practice opening a report in a new window (right click)
  • Reviewing the Four Parts of DEAR Inventory Management Integrated Inventory Describing with Reference Models MBT Modeling
  • Reviewing your Architecture
    • Business/Data Transformation Reports
    • Analyze Performance Objectives Analyze Business Functions Review Stakeholder Input Review Data to System Mappings Architecture Detail Reports
    • Review my System Architecture Detail Analyze Services Analyze Technologies Review Deployment Information Review System Interfaces Review DEAR Audit Log
  • Lab – Business Analysis
    • Choose your scope – Try a blueprint view
    • Answer:
      • What PERFORMANCE Outcomes are supported by this blueprint and by what investments?
      • What subfunctions are supported?
        • Drill-down on a sub-function
          • What parent functions are supported?
            • Drill-down on a parent function?
            • What function-activities are supported?
      • What data subject Areas are supported?
        • Drill-down on a subject area
          • What information classes are supported
      • Place chart in a powerpoint slide
  • Lab – Technical Analysis
    • Choose your scope – Try a blueprint view
    • Answer:
      • How many organizations involved in this blueprint require what common services?
        • Are these unique to the organization/blueprint or can be common to the enterprise?
      • How many technologies are contained as part of this blueprint?
        • How many technologies does this view have that are part of same standard?
    • Future:
      • Does this system have dependent interfaces?
      • Where is this system deployed?
  • Reviewing the Four Parts of DEAR Inventory Management Integrated Inventory Describing with Reference Models MBT Modeling
  • Portfolio Questions needed answered for MBT
    • Evaluated systems for:
      • Which systems were old and/or costly to maintain?
        • Developed recommendations on how to move forward quickly.
      • Opportunities to tie systems together more effectively.
        • Identified systems that need to talk that didn’t.
        • Identified business process issues that are not currently addressed.
      • Ways to centralize information assets.
        • Improved reporting, security and data integrity.
      • Ways to improve access to information.
        • Introduce current technologies to broaden accessibility.
    • Delivered short and longer-term recommendations:
      • Which systems may need to be consolidated .
      • Which systems would benefit from shared application services .
      • Potential investment proposals that may need to be considered now.
      • Comprehensive views of how the IT systems support the BLM lines of business .
  • Final Lab
    • Previous labs were based on already established portfolios
    • You were recently chosen to be on a core team in support of a new blueprint – your business focus area is …..
    • You will take the remaining time in the class to identify for you blueprint
      • Your System inventory
      • Impact to Investment and Boundaries
      • Impacted Reference Model Scope for all applicable reference models
    • You will capture your findings in a presentation, and one (or two) of you will present your portfolio scope
  • To do this you will use the Enterprise Panel reports
    • These are hyperlinked models to the all the data in the repository
      • Including Diagrams
    • Getting Started
      • Go to Reporting home page
      • Click on “Panels” in Enterprise View
      • Click on Diagrams in left
      • Click on PERFORMANCE-REFERENCE-MODEL diagram type
      • Click on a “Red” link or instance of that diagram type
      • On main frame, click on the help using SVG Diagram viewer
      • Do those functions: Zoom in Zoom out, drag, re-size
    • NOTE: This is a read-view of the edit user interface to DEAR; This is published quarterly or as needed.
  • You can learn everything known in the repository about any one object.
    • Where the previous view was portfolio view was a predefined view filtered, this is a “web” navigation
      • Now click on an outcome in the PRM
      • What do we know about these outcomes?
    • Once finished PRM, go to BRM
      • Either navigate from an outcome, or start on a specific BRM diagram?
      • Select any line of business
      • Click on any of the “hyperlinked” symbols
      • Discover what supports these functions
  • Report User Training – “Panel” Use Case Examples
    • Other “take-home” labs
    • Sample Use Cases of How DEAR Reporting assists
      • MBT Architect - 15 minutes
      • Capital Planner – 10 minutes
      • Security – 10 minutes
      • Procurement – 20 minutes
      • Director - Inventory Request – 10 minutes
      • Business Owner – 10 minutes
  • Sample Use Case #1 – 15 minutes
    • An architect needing to conduct Methodology for Business Transformation (MBT) Analysis to discover opportunities for improvement and recommendations for the blueprint would use their enterprise-view reports to easily navigate in a web browser to see what outcome, function, service, technology, data, etc. is used by what system, investment, across the enterprise via what organizations, blueprints, etc.
      • Choose a FEA Line-of-Business
      • Discover Systems using Functions in the Line of Business
      • Discover Entity impacted by those functions
      • Capture in Powerpoint a draft high-level information value chain of those functions
  • Sample Use Case #2 – 10 minutes
    • A capital planner wanting to update of the Business Case EA Section could print out that investment panel which is setup like just like the Exhibist 300 EA section, in their language.
      • Select an Investment Panel
        • Suggested Investment where System has an Existing 300
          • NOTE: Start at INVENTORY-REASON panel (* has Ex. 300)
      • Open in Word and note the EA sections
      • Open the Nightly Investment Portfolio report – Invesment to *RM (DEAR Input to the 300) which contains that investment –
      • Capture updates in Word
    • NOTE: this is an automatic view in Panel reports
  • Sample Use Case #3 – 10 minutes
    • Security is looking to save time on creating/maintaining the Asset Valuation Guide (AVG) using the “System Validation View”.
    • This AVG Appendix Panel was created to pull down in word and attach to their document along with a Data Quality Status Panel with status on the accuracy and completeness of the information.
      • Security has requested updates to their current Asset Valuation Guide for a system
      • Open the SYSTEM_ Panel for a system
      • Open the System Validation View
      • Open in word
      • Review where sections are not populated and set plane to collect more data
  • Sample Use Case #4 – 20 minutes
    • Procurement teams are looking for enterprise license agreement opportunities and can use the TRM panels in DEAR that show which technologies under what standards are being used by how many systems and organizations.
      • Procurement is looking to consolidate specifications within a single standard to the “preferred” technology(ies)
      • Note the Preferred products – Open in Word or excel
      • Open the DEAR Nightly Report “TRM to system” or open each TECHNOLOGY-SERVICE-SPECIFICATION panel
      • If nightly, open in excel and filter only for that STANDARD
        • Create Pivot Table of specifications to systems showing counts
  • Sample Use Case #5 – 10 minutes
    • Directors needing to report inventories to their OCIO or Federal Agencies such as FISMA, OMB, Trust, etc. via many different views including by organization, business-focus-area/blueprint, inventory reason, status, and more views as they are requested.
      • Director requests Portfolio view of inventory for your organization
        • Specifically, systems that are operational (not in design)
      • Open the Current System Inventory
      • Open in excel
      • Filter on where Operational Status is “Operational”
      • Select data, copy to new workbook, and save file
  • Sample Use Case #6 – 10 minutes
    • Business Owner needs to understand and model how the line of sight is captured. Tracking Performance objectives to what functions are being performed to what information is impacted.
      • From Use Case #1, discover which PRM Outcomes are supported using Panel Reports – captured notes in Powerpoint
      • Capture MAPPABLE key entities impacted by line-of-business and create conceptual data model in Powerpoint of KEY entities only
      • Make slide showing
        • Outcomes to (top)
        • Value Chain to (middle)
        • Key Entities (bottom)
  • Conclusion
    • You can use the EA Reporting capabilities to:
      • Perform analysis using capabilities you are familiar with – online and offline
      • Validate and report on your inventory across CIO function views
      • You can support business transformation analysis for existing portfolios
      • You can navigate diagrams modeled in DEAR as related to your portfolio or across the enterprise
      • You can analyze from your use case or question point of view
    • These techniques can be integrated in existing CIO or Management portfolio analysis
  • Document Abstract Revision History 1doi_cpic_training_04052004_r1.ppt Fixed minor formatting issues K. Tallentire 04.05.2004 Revision 1 doi_cpic_training_02182004_jb.ppt Added sections to 3 and 5 J. Barrett 02.16.2004 Draft doi_cpic_training_02182004_final.ppt QA/final M. Tricomi 02.17.2004 Final doi_cpic_training_02132004.ppt Presented to Jim B M. Tricomi 02.13.2004 Initial Filename/lineage Description of edit Author/Editor Rev. Date Doc Status Key Words: Application Technology Architecture CPIC Training Used for Training CPIC members – Bureau and DOI Contract #: NBD020221 Task Number: 4 1230 FEAF Area: Subject Function Code: