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    EDS and the EDS logo are registered trademarks of Electronic Data Systems Corporation.EDS is an equal opportunity employer and values the diversity of its people.

    2004 Electronic Data Systems Corporation. All rights reserved.

    GSMS Best Practices Repository Tutorial

    Global Solutions Management System

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    Copyright 2004, Electronic Data Systems. All rights reserved.10 May, 2004 GSMS_Best_Practices_Repository_Tutorial.ppt 2

    Course Mechanics

    Self Paced Training: Provided as a PowerPoint Show file.

    Best viewed as a Slide Show.

    Use Page Down (or left mouse click) to see slide points and to

    progress to the next slide.

    Use Page Up (or right mouse click) to backup to previous slide.

    Use Browse By Title to select specific slides (for review purposes).

    Download to Desk Top (if desired) using File-Save As.

    Open the GSMS Best Practices Repository in aseparate window for reference, if desired.

    Length of Course: 0.5 hours

    Specific details

    depend ondesktop settings.

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    Course Objectives

    To Introduce Participants to the GSMS BestPractices Repository Tool

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    Repository BasicsAdjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an ItemContributing an Item

    Contributing to a Discussion

    Course Wrap-Up

    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

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    Repository Basics

    The objective of the BPR is to provide a

    searchable repositorywhereprojects can

    store and access quality materialsthat can

    beleveraged across projects.

    Not just best practices but

    ANY quality assets produced

    by a project that could beused as a starting point by

    other projects.

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    Repository Contents

    Assets

    Any quality assets with a

    reuse value.

    Projects

    Bring together related assets

    produced by the same project.

    Events

    Example: Agenda & minutes of

    a monthly teleconference.

    Discussions

    Access EDS experiences andget answers to your questions

    by return e-mail.

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    Why Not Just Use TechLore?

    The Best Practices Repository (BPR) uses the sameunderlying technology as TechLore (the Lore Engine), butthe application has been customized.

    Best Practices artifacts must be approved and controlled

    by a CCB at the organization level, but TechLore contentis not controlled (anyone can add anything).

    Rule of Thumb

    Use the Best Practices Repository forprocess/project-related content and discussions.

    Use TechLore for content and discussions that areprimarily technology-related.

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    Welcome!

    4. Commit your actions

    by clicking on Finish(otherwise nothing will

    change).

    2. Enter your correct

    organization from the drop-

    down list. If your organization

    is not listed, accept the default(Other).

    1. Enter the basicinformation for your

    PROFILE. You can

    update it anytime.

    3. Add other optional

    information, such as

    categories that you

    are interested in (or

    you can leave thisuntil later).

    This is the screen

    that you see when

    you enter the BPR

    for the first time.

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository BasicsAdjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Adjusting Your Profile Settings

    If you want to routinely link to

    assets from some other

    organization (e.g., assets for your

    region or geography), set these

    other organizations up in yourSearch Profile.

    One of the key settings is your Search

    Profile which is used to determine

    which organizations to search for

    during searches that use the "Search

    Profile option.

    Use the Profile tab to

    update any of your

    personal details at any

    time and to adjust your

    preferences.

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    Adding Organizations to a Search Profile

    The default settings areyour local organization

    plus the common

    GSMS organization.

    To add organizations,

    highlight the organization

    and click on the right

    arrow.

    Click on OK.

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    Sequencing Organizations in a Search

    Profile

    To change the sort order

    for these organizations,highlight the

    organization...

    then click on the up or

    down arrow. Click on OK.

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    Committing Your Profile Settings

    Whenever any of your profile

    settings have changed, remember

    to click on Finish to commit those

    changes

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository Basics

    Adjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Understanding the User Interface

    This is the screen that

    you see when you

    subsequently enter

    the Repository.

    A tool bar gives access to links for the

    Home Page, Search, Profile, etc.

    A tree display organizes the content intocategories that bring together related items.

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    Understanding the User Interface

    When you execute a search

    or when you click on a

    category in the tree, a

    Detail Display area displays

    the items from the search

    or from the selected

    category, applying the filter

    criteria set above.

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    Understanding the User Interface

    Icons to the left of each item indicate

    the type of item (templates, examples,

    procedures etc.).

    The filtering criteria

    determine what items aredisplayed.

    Icons to the right of each

    item indicate which

    organization has approved

    the item...

    or that the item is an

    approved common item.

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    Customizing the Detail Display Listings

    Use the filtering criteria to increase the

    efficiency of your search and to limit the

    number of artifacts in the results list(through which you have to browse).

    Always CHECK the criteria

    settings that are being used -

    they are saved as the defaultsfrom one search to the next.

    You can select only items

    from your search

    profile organizations oritems from any/all

    organizations.

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    The Categories Tab

    Items can be placed in

    multiple categories -

    wherever people might

    expect to find them.

    The other categories are

    controlled areas. Only Best

    Practices Coordinators can

    move approved items intothese other categories.

    New Contributions is the uncontrolled

    area where anyone can post a potential

    Best Practice artifact.

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository Basics

    Adjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Searching for an Item

    Select the type of

    items to search for.

    Click on Search onthe top tool bar.

    Select only items from the

    organizations in yourSearch Profile or items from

    any/all organizations.

    Search for

    approved

    (certified) items

    only or all items(including New

    Contributions).

    Enter search text.

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    Searching for an Item

    You can sort items by

    by sort order defined in

    your Search Profile, by

    name, by item type, by

    date or by

    organization.

    Toggle Criteria lets

    you toggle back and

    forth between

    selection criteria and

    search results.

    Click on Go to startyour search.

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    Tips for SearchingRestrict the search for

    this text string to name,

    descriptors or text(unless you also want to

    search in the text of all

    uploaded files).

    Enclose the text string

    in double quotes(otherwise the tool

    searches for

    occurrences of each

    word independently).

    Restrict the search to

    the types of items you

    are looking for. For

    example, do not search

    discussions unless youwant to see discussion

    items that contain this

    search string.

    Adjust other search

    parameters to optimizeyour search.

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    Opening an Item

    Click on an

    item to open it.

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    Downloading an Item

    Click here to

    download an item.

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    Downloading an ItemReminders

    Remember to provide

    feedback on reuse

    value and also that

    you must comply with

    Export Compliance

    Regulations.

    Click on each individual

    file to download.

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    Endorsing an Item with an Estimated Reuse

    Value

    If you download

    and use an item

    that saves you

    time, click on

    Reuse Value to

    add yourendorsement of

    that item.

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    Estimating Reuse ValueEstimate the

    percentage of

    effort you save

    by using this

    item.

    Add your

    comments.

    Click on OK.

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository Basics

    Adjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Contributing an Item

    If you have something that others can

    leverage, you can add this item yourself, orsend it the Best Practices Coordinator for

    your organization (depending on local

    procedures).

    To add the item yourself, select

    the New Contributions

    category.

    Click on

    Contribute.

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    Contributing an Asset

    Next, you will be asked to identify which type of

    artifact you want to contribute.

    In most cases, the

    item will be anAsset.

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    Contributing an Asset (Cont.)

    Enter Asset subtype to

    allow searching by sub-

    type. Examples:

    Procedure

    Template

    Guidelines

    If your item is accessible via the

    Web, simply enter the weblocation.

    If your item is available in

    electronic file format, select

    Posting Actions. You will be

    asked to upload the files after

    clicking on the Finish button.

    Give your item a name anddescription. Explain why

    people might want to

    leverage this item.

    Click on the Finish

    button.

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    If you selected

    Posting Actions,

    click on Uploading

    Files (occurs later)

    and click on OK.

    Contributing an Asset (Cont.)

    When you click onFinish on the Item

    Entry Screen, after

    selecting Uploading

    Files (occurs later),

    this Upload Screen

    appears.

    If the upload

    complies with EDS

    Export ComplianceRequirements,

    click on I Agree

    to Upload File.

    Identify where the

    file(s) are located, then

    click on OK to store acopy of the file(s) in

    the Best Practices

    Repository.

    If you need more

    information on EDS

    Export Compliance

    Regulations click on

    the link.

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository Basics

    Adjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Contributing to a Discussion

    Highlight the

    category in which

    you want to hold

    your discussion.

    Select the New Con tr ibut ionscategory

    to send your question to the maximum

    number of people participating in the

    repository and increase the likelihood ofgetting a good response.

    Alternately, select a specif ic catego ryif your

    question is specific to a category topic.However, you may not get a good response if

    there are only a small number of people who

    have registered an interest in that category

    topic.

    Click on

    Discussions. Click Here

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    Contributing to a Discussion

    Click on Add New.

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    Contributing to a Discussion (Cont.)

    Ask your question.

    Click on the check

    box to send this

    question to other

    members receiving

    mail for this

    category.

    Click

    on

    Finish.

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    Replying to a Discussion

    Reply Instructions are

    identified in the e-mail that

    you receive.

    Simply reply to

    the gsmslore e-

    mail.

    If you want to send an

    attachment, send a regular

    e-mail directly to the

    person who originated the

    request.

    Or if your item is a

    reusable asset, add it

    to the Best PracticesRepository and simply

    point to it in your e-

    mail.Do not attach any files

    to your response.

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    Agenda

    NOTE - Click on forward arrow to advance directly to the associated agenda topic.

    Click on back arrow on any slide to return to this Agenda.

    Repository Basics

    Adjusting Your Profile Settings

    Understanding the User Interface

    Searching for and Downloading an Item

    Contributing an Item

    Contributing to a Discussion

    Course Wrap-Up

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    Course Wrap Up

    At this point you should:

    Understand the role and objectives for the GSMS

    Best Practices Repository.

    Understand how to complete basic actions.

    Adjusting Your Profile Settings, including your Search Profile

    Searching for and Downloading an Item and Reporting on its

    Reuse Value

    Contributing an Item

    Contributing to a Discussion

    If you have further questions, please consult your local

    GSMS Best Practices Coordinator (if known) or E-mail

    the [email protected].

    mailto:[email protected]:[email protected]
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    EDS and the EDS logo are registered trademarks of Electronic Data Systems Corporation.

    Need to Contact GSMS?Who to Contact?

    If you have questions, consult the following in order:

    Local SME, Regional SME, Local PPI Group/Leader, or Regional PPI Leader.

    If you still need assistance, please e-mail the [email protected].

    http://edge.corp.hp.com

    mailto:[email protected]://edge.corp.hp.com/http://edge.corp.hp.com/mailto:[email protected]