How to optimize applications

To assess applications in a portfolio and determine the suitable cloud delivery model for the applications, follow these steps:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Application Portfolio > Optimizations. Service Management displays a list of optimization records.

Click New icon New to create an application record in Service Management.

Complete the following fields:

Field	Description
Title	Enter the title of the portfolio.
Description	Enter a description that captures the details of the portfolio.
Target portfolio	Select the portfolio that you want to optimize.
Optimization type	Select an optimization type from the drop-down list. Currently Application cloudification is the only optimization type supported. It provides users with a quick way to identify the optimal cloud-based delivery model of an application within the target portfolio.

Click Save when you are finished.

The optimization record is created with the General tab displayed. For more information on creating an optimization record, see How to create an optimization record.

Send the survey to application owners.

In the Survey options section of the General tab, complete the following and click Save:
- Email template: From the drop-down list, select an email template that is to be used for the email to the application owners.
- Due date: Specify a due date for the survey.
Make sure all application owners are Service Portal users. This is to ensure that all application owners are able to take the survey in the Service Portal.

For more information on roles and permissions, see People.
(Optional) To preview the survey to be sent to application owners, click the preview link of the survey.
Click Send survey and then Save in the upper-right corner.

The survey is sent to application owners through the Service Portal.

The optimization record is moved to the Wait for response phase automatically. For more information on sending a survey, see How to send a survey to collect application information.

(Optional) View the Information quality column in the Data collection tab to find out the progress of the survey. For more information on the Data collection tab, see How to edit an optimization record.

You can also view the details of the answers by clicking the link to the survey above the application list. The answer details can be found in the Report tab of the survey record. For more information on surveys, see Survey Management.

Move the optimization record to the Assess phase by clicking Start assessment and then Save in the upper-right corner.

To view the optimization report, click the Report tab. For more information on the Report tab, see How to edit an optimization record.

(Optional) If you want to proposal a new project to implement the cloud transformation, do the following:

Move the record to the Complete phase by clicking Complete in the upper-right corner.
At the top of the record form, click Create proposal.

The New proposal page is displayed. The proposal title is prefilled.
In Proposal details and Classifications sections, complete the required fields.

For details of the field descriptions, refer to How to create a proposal.
In Attachments, add any supporting files by clicking Add.
Note
- The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
- The maximum file size of an attachment is 10 MB.
- If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
- Attachments are not visible in the Service Portal.
Click Save when you are finished.

For more information on creating a proposal from an optimization record, see How to create a proposal from an optimization record.