# APM Setup ## Goal Create the new application entry in **Application Portfolio Management (APM)**. APM is the internal source list of our company applications and must contain the app before later workflows, such as requesting a WiCOP server namespace, can reference it. ## Rules - Control the browser carefully and fill only information that is known, provided by the user, or visible in APM. - Do not click the final approval `Confirm` button until the user has reviewed the approval dialog and explicitly agrees to submit. ## Browser Actions 1. Open https://apm.wistron.com/ and let user sign in if needed. 2. Start a new record with `Create` button. 3. Fill the tabs from left to right using the sections below. 4. When a tab shows a checkmark/save icon after editing, click it before switching tabs. 5. If validation errors appear, fix only fields whose correct values are known. Ask the user for the rest. ## Tab 1 — Application Information ### Basic Information Fill these fields: | APM label | Action | | ---------------------------------- | ------------------------------------------------------- | | `Application Name` | Enter the user-provided application name in Title Case. | | `Application English Abbreviation` | Use the same as `Application name` field. | | `Application English Name` | Use the same as `Application name` field. | | `Application Chinese Name` | Use the same as `Application name` field. | | `BCM Domain` | Ask user to provide business domain. Do not infer. | | `Application Description` | Ask user to provide description. | | `Initial On-line Date` | Use APM's date picker and set end of curent month. | ### HealthCheck Click add icon and fill these fields: | APM label | Action | | --------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | `type` | Search by employee ID or name, select the user-provided owner, and verify the owner appears in the table with job number, name, and email. | | `url` | Search by employee ID or name, select the user-provided owner, and verify the owner appears in the table with job number, name, and email. | ### Owner Information | APM label | Action | | ------------------- | -------------------- | | `Application Owner` | Ask user to fill in. | ### Development Team Information | APM label | Action | | ----------- | -------------------- | | `Developer` | Ask user to fill in. | ### Maintain Team Information Copy the maintainers from development team. Keep the order! | APM label | Action | | ------------ | ------------------------------------------------ | | `Maintainer` | Copy by searching `Job Number` from table above. | ## Tab 2 — Application Status ### Cloud Maturity Fill or confirm these fields with the user: | APM label | Action | | ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- | | `Hosting Type` | Select the user-confirmed hosting type. For WiCOP deployment this may be `Private Cloud (Kubernetes)`, but still confirm with the user. | | `Cloud Maturity Feasibility` | Select the user-confirmed Yes/No value. | | `Cloud Maturity Plan Date` | Enter/select the user-provided plan date. | | `Postponed Cloud Maturity Date` | Leave unchanged unless the user provides a date. | | `Cloud Maturity Date` | Leave unchanged unless the user provides a date. | | `Cloud Maturity Progress` | Leave unchanged unless the user provides a progress value. | | `Cloud Maturity Remark` | Leave unchanged unless the user provides a remark. | | `Cloud Admin Remark` | Read-only or admin-owned. Do not fill unless APM allows and the user provides the exact text. | ### Database The screenshot shows this table empty. Add database rows only if the user provides database details. Required row data may include `Database`, `Version`, and `Vendor`. ### Main Programming Language The screenshot shows this table empty. Add programming language rows only if the user provides details. Required row data may include `Programming Language`, `Version`, `Status`, `Start Date`, `End Date`, and `Vendor`. ### Lifecycle Only the `Lifecycle` heading is visible in the reference screenshot. Do not fill lifecycle data unless APM requires it or the user provides exact values. ## Tab 3 — Application Use Status ### Application User Fill these fields: | APM label | Action | | --------- | ------------------------------------------------------------------------ | | `useSite` | Select the user-provided site. Example from screenshot: `WCZ`. | | `useBg` | Select the user-provided business group. Example from screenshot: `ALL`. | ## Tab 4 — Application Complexity No reference screenshot was provided for this tab. Open it and inspect whether APM requires any fields. - If there are no required fields, leave the tab unchanged. - If required fields exist, ask the user for each value before filling it. - Do not infer complexity from the codebase or project template. ## Tab 5 — Information Security ### DevSecOps Information Fill or confirm these fields with the user: | APM label | Action | | ----------------------------------------------- | --------------------------------------------------------------------------- | | `SAMM Feasibility of Implementation` | Select the user-confirmed Yes/No value. Example from screenshot: `No`. | | `DSOMM Feasibility of Implementation` | Select the user-confirmed Yes/No value. Example from screenshot: `Yes`. | | `Implementation Completion Date` | Enter/select the user-provided date. Example from screenshot: `2027-01-01`. | | `DSOMM/SAMM Execution Progress` | Enter the user-provided progress. Example from screenshot: `0 %`. | | `Reasons for DSOMM/SAMM Implementation Failure` | Fill only if the user provides a reason or APM requires one. | | `Remarks` | Fill only if the user provides remarks. | | `Internet Facing` | Select the user-confirmed Yes/No value. Example from screenshot: `No`. | ### Division Lead Fill `Division Lead` by searching for the user-provided employee ID or name. Verify the selected lead appears in the table with job number, name, and email. ### Information Security Fill or confirm these fields with the user: | APM label | Action | | --------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `Data Sensitivity` | Select the user-confirmed Yes/No value. Example from screenshot: `No`. | | `Is CI/CD Implemented` | Select the user-confirmed Yes/No value. Example from screenshot: `Yes`. | | `Is WiCOP Resource Available` | For a brand-new app created before the WiCOP namespace request, this is usually not available yet, but confirm with the user. If the user has an existing WiCOP resource, use the `Check` flow and verify the result. | | `Is CMDB/ITSM Resource Available` | Confirm with the user. If they provide a resource name or identifier, enter it and click `Check`; otherwise leave as `No` or the APM default. | Do not create or guess WiCOP, CMDB, or ITSM resource identifiers. ## Tab 6 — Approval Status Inquiry Fill `Approval` with the user-confirmed value. The reference screenshot shows `No`, but confirm before using that value. ## Tab 7 — Covering Enterprise Domain This tab maps the application to Wistron's enterprise domain taxonomy. These values are business-specific and cannot be determined automatically. ### Add Cover Domain Row 1. Click the `+` button on the right side of the Cover Domain table. 2. In the `Edit` dialog, fill the fields from top to bottom using values supplied or selected by the user: | Dialog label | Action | | ---------------- | ----------------------------------------------- | | `L0 Domain` | Select the user-provided L0 domain. | | `L1 Subdomain` | Select the user-provided L1 subdomain. | | `L2 Value Chain` | Select the user-provided L2 value chain. | | `L3 Activity` | Select one or more user-provided L3 activities. | 3. Click `Confirm` in the dialog. 4. Verify the new row appears in the Cover Domain table. The screenshot example shows `1 Manufacturing` → `1.5 Quality` → `1.5.17 Customer Quality Relationship` → `1.5.17.5 Disaster Emergency Measures And Status Reports`, but use those values only if the user explicitly selects or confirms them. Use `Upload Excel file` only when the user provides a file path and asks to upload domain mappings from Excel. ## Tab 8 — Appendix No reference screenshot was provided for this tab. Upload or fill appendix data only if the user provides attachments or exact values. Otherwise leave it unchanged. ## Tab 9 — Revised Record This tab is expected to be historical/read-only. Review it only if needed. Do not edit anything unless APM exposes required fields and the user provides exact values. ## Tab 10 — Approval Record This tab is expected to be historical/read-only. Review it only if needed. Do not edit anything unless APM exposes required fields and the user provides exact values. ## Send Approval Dialog After all required tabs are complete and saved: 1. Click `Send Approval` in the top-right area of APM. 2. A dialog titled `Approval Content` opens. This dialog is not a tab. 3. Read the warning text: new application values are shown in black; modified existing application values are shown in red. 4. Scroll through the dialog and verify the summarized values against the user-provided data, especially: - basic application names and abbreviation; - BCM domain; - initial online date; - application description; - owner, development team, and maintain team; - cloud maturity values; - use site and use BG; - information security values; - covering enterprise domain taxonomy. 5. If anything is missing, wrong, or uncertain, click `Cancel`, return to the relevant tab, and fix it with user input. 6. Ask the user to confirm submission. 7. Only after the user explicitly agrees, click `Confirm` in the approval dialog. ## Completion The step is complete when APM accepts the approval submission or the user confirms that the APM record has been saved for later submission. Record the generated `EA ID` if APM shows one after saving or submission.