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The Governance Model and Workflows

The Governance Model is a special EVN asset collection that uniquely provides enterprise contexts for other asset collections. It groups all collections governed by EVN into enterprise governance areas for which users can be given various governance roles. Users can also be grouped according to organizational structures and job titles. These dual settings bring collections and users together through EVN workflows, which orchestrate teams of users, via their roles, in the development and maintenance of the collections.

Governance model is also used to define metrics for governance areas and to manage organization's governance policies and issues.

Utilities

See the asset collection utilities (high level operations) that are applicable to the Governance Model.

Governance Areas (and Roles)

Governance areas group asset collections according to user-determined business or data subject concerns. Any business area may have subareas of either the business or data subject areas. Any data subject area may have only data subject subareas. An asset collection may be assigned to one or more areas. There are two ways to connect a collection with a governance area:

  • by selecting a governance area and creating a new asset collection; thereby, automatically associating it with the selected area, or
  • by updating collection's Metadata settings, in utilities: Settings > Metadata > Edit > subject area.

Governance roles

Each governance area may have a set of associated governance roles, where each role represents a business-oriented set of user rights and responsibilities pertaining to the area's collections. The area's governance roles are assigned to users by specifying:

  • individual users or
  • user security roles (e.g., from LDAP) or
  • user job titles, which are defined in the Governance Model's Organizational Structure (see below).

User assigned a role for an area has this role for all its sub-areas and asset collections. Users can be also given a governance role only for a specific asset collection, in utilities: User Roles > Governance Roles. The set of available governance roles is configurable. TopBraid EVN pre-defines several roles commonly used by organizations, but customers can modify this list. Governance roles can be used in custom workflows that orchestrate the development and maintenance activities of an area's asset collections.

Governance roles and collection permissions: viewer, editor, manager

Underlying the governance roles, asset collections use three standard permission levels: viewer, editor, and manager. (For details, see: Asset Collection Permissions: Viewer, Editor, and Manager.) Compared to the v/e/m levels which focus on permissions, governance roles are more abstract and representative of an enterprise's business processes for governance.

Comparison details:

  • Governance roles represent how a team of business users relate to a governance area's business and technical assets. In contrast, the v/e/m levels represent only permissions for given asset collection and its workflows. 
  • Governance roles can be defined for governance areas or an individual collection, whereas the v/e/m permissions must be specified at the collection level.
  • The set of governance roles available in EVN is customizable, but the three v/e/m permission levels are neither customizable nor extensible.
  • Users that have any governance role for an area automatically receive viewer permissions (at least) for all current and future collections and workflows in the area. In contrast, v/e/m permissions per se must be set manually on each collection or workflow copy.
  • Custom workflows (via templates, see below) can generally* be defined in terms of either governance roles or the v/e/m permissions. (The provided Basic workflow uses v/e/m only.  * Voting steps pertain to governance roles only.)

Organizational Structure (and Job Titles)

EVN organizations are custom hierarchical groupings of users specified as job titles. Actual EVN users can be bound to the job titles either individually or via their security roles (e.g., from LDAP). Each organization instance can also have documentation, various types of metadata, and may contain sub-organizations. Job titles represent users abstractly, which provides various benefits such as:

  • documenting governance responsibility at a job title/function level instead of a user account level, and
  • representing users before having to identify and onboard specific individuals, and
  • facilitating reassignment of responsibilities when a person holding a job title changes (which can be a consideration when a job title is assigned to multiple governance roles for different subject areas or collections).

The positioning of job titles within the organizational hierarchy also gives them organization-specific contexts.

Governance Assets: Metrics, Dashboards, Issues, Policies, Other

Governance assets are instances of various governance-related information types (classes) such as metrics, dashboards, issues, policies, reports, etc. Selecting a governance asset collection type in the navigation menu opens the Governance Model editor with the type (class) pre-selected, listing its instances (if any) and providing functions such as view, edit, create, delete, etc. The asset type (class) can be changed via the drop-down list in the editor header, and a brief description of each type is listed by hovering on it.

Metrics Dashboards (EDG only)

EDG administrators can activate metrics dashboards: EDG Configuration Parameters > Teamwork Platform Parameters > Metrics dashboards activated. And they can also edit the resulting GOVERNANCE MODEL > Dashboards item. Note that creating new Metrics Dashboards requires advanced TopBraid developer knowledge in order to generate the scripts needed to supply data and add visualizations. Upcoming releases will include additional scripts for a variety of metrics. If you are interested in the possibilities for tailoring TopBraid EDG Metrics Dashboards to better suit your needs, please contact TopQuadrant to explore the following options:

  • Have TopQuadrant quickly configure a customized EDG solution to meet your detailed requirements. We will be pleased to quote and provide affordable customization and tailoring services.

  • Enable your organization to develop and maintain customizations for EDG by guiding and training your selected personnel to perform the variety of customization capabilities.

Users

This lists all users defined in the EVN system (e.g., via LDAP). Each user listing can be viewed for details of its its governance associations within EVN.

For each user, the details presented consist of:

  • Settings (Tomcat users only): Non-LDAP users can define the email address that receives notifications. Users with administrator privileges can edit the email addresses of all users.
  • Governance Roles: Lists the governance roles of the selected user, if any. The list displays the name of the area or asset (including a link to the details page) and the governance role of the user.

Workflow Templates

This shows the collection of templates that define the available workflow types, e.g., the Basic workflow. To customize these workflow types externally from EVN (e.g., via TopBraid Composer - Maestro Edition), users in the Teamwork Administrator Role can download and upload the templates as a Turtle file. For details on developing custom workflows, see EVN Developer Guide: Adding Custom Workflow Templates.

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