Seeding Instances

Tackle instances have key parameters that are configured in the Controls window prior to migration by the project architect and can be added and edited as needed.
These parameters define applications and individuals, teams, verticals or areas within an organization affected or participating in the migration.

  • Stakeholders
  • Stakeholder groups
  • Job functions
  • Business services
  • Tag types
  • Tags

Seeding Tackle instance

The steps to creating and configuring a Tackle instance can be performed in any order, but the suggested order below is the most efficient for creating stakeholders and tags.

Stakeholders

  1. Create stakeholder groups
  2. Create job functions
  3. Create stakeholders

Tags

  1. Create tag types
  2. Create tags

Tackle stakeholders and defined by:

  • Email
  • Name
  • Job function
  • Stakeholder groups

Creating a new stakeholder group

Follow the steps below to create a new stakeholder group. There are no default stakeholder groups defined.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Stakeholder groups tab.
  3. Click the Create new button.
  4. Enter the following information:
    • Name
    • Description
    • Member(s)
  5. Click the Create button.

Creating a new job function

Tackle uses the job function attribute to classify stakeholders and provides a list of default values that can be expanded. Follow the steps below to create a new job function not included in the default list.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Job functions tab.
  3. Click the Create new button.
  4. Enter a job function title into the Name text box.
  5. Click the Create button.

Creating a new stakeholder

Follow the steps below to create a new migration project stakeholder.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Stakeholders tab.
  3. Click the Create new button.
  4. Enter the following information:
    • Email
    • Name
    • Job function: Addition beyond the standard can be created
    • Stakeholder group
  5. Click the Create button.

Business services

Tackle uses the business services attribute to define the departments within the organization that use the application and will be affected by the migration.

Important: Business services must be created prior to creating or importing applications.

Creating a new business service

Follow the steps below to create a new business service. There are no default business services defined and must be created prior to creating applications.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Business services tab.
  3. Click the Create new button.
  4. Enter the following information:
    • Name
    • Description
    • Owner
  5. Click the Create button.

Creating new tag types

Tackle uses tags to classify applications in multiple categories. Follow the steps below to create a new tag type not included in the default list.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Tags tab.
  3. Click the Create tag type button.
  4. Enter the following information:
    • Name
    • Rank - order the tags appear on applications
    • Color
  5. Click the Create button.

Creating new tags

Follow the steps below to create a new tag not included in the default list.

Procedure

  1. Click Controls in the left menu of the Developer view.
  2. Click the Tags tab.
  3. Click the Create tag types button.
  4. Enter the following information:
    • Name
    • Tag Type
  5. Click the Create button.

Source