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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].
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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].
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