Define and Review Objectives

Select Objectives from the Recognition menu. The Define and review Objectives dialog box is displayed with the Summary tab showing.

This dialog box is non-modal. This means you can have it displayed while working in the Analysis Workbench workspace. Position the two dialog boxes on your screen so that you can work with both dialog boxes at the same time.

If the dialog box becomes hidden behind the main Analysis Workbench windows, it can be accessed through the Windows menu.

Click on the Properties tab.

• The top left pane shows the Applied Objectives. These are used to measure progress and assist in the teaching progress. In the previous screen image, four such objectives are defined.
• The top Applied Objective, Entire Enterprise, always applies to all machines loaded and is the only Objective that is defined by default. The next objective groups the loaded machines by Host OS Category. This allows you to specify different objectives for your Windows machines, UNIX machines and all other operating systems.
• The Default Objective (Entire Enterprise) specifies a Machine criteria of 80% and the File criteria uses the Standard graph. These can be changed as required.
• The bottom left pane shows the Unused Objective. These fields are available for selection. Click on an entry in this list and a list of Objective group fields for the Objective is shown on the right.

1. In the Define and review Objectives dialog box select the Unused Objective you want to add fields from. In our example, we are using the Host OS Category.

2. In the Objective group fields pane, check the box next to the fields to which the objectives will apply. In this example, the following fields will be applied

   • All other values

   • Microsoft Windows

   • UNIX

3. Click the Apply button. The entries are moved to the Applied Objectives pane.

The Objective group fields for the Asset fields (For example, Cost Center, Division) are based on data available from the currently loaded scan files. If no scan files are loaded, or if no scan files define a particular field, the Objective group fields for that field will be empty perhaps except for the Any other values entry.

1. To remove an Applied Objective:
2. Select the Objective in the top left pane.
3. Uncheck the relevant Objective group fields in the right pane.

4. Click Apply.

   The Applied Objective will be removed.

Recognition Objectives are stored in XML format.

Recognition Objectives are automatically saved when the Define and review objectives dialog box is closed. They are saved to the location you specified in the Startup tab of the Recognition Objective Options dialog box. See page 143 for further information.

The Applied objectives have a pop-up menu associated with it that can be activated by right-clicking on the item.

• Load Objectives

  Use this to replace the currently defined Objectives with a previously saved set of Objectives.

• Save Objectives

  Use this to save the currently defined Objectives.

• Save Objectives As

  Use this to save the currently defined Objectives to a file other than the one specified in the Startup tab of the Recognition Objectives Options dialog box.

To display a summary of the Recognition Objectives:

In Analysis Workbench, select Objectives Summary from the Recognition menu.

A Summary chart is displayed.

This example shows that four Applied Objectives have been defined. Two of those have been achieved, one has not been achieved and one is undefined.

The undefined section of the chart (usually displayed in grey) implies that the objective compliance has not been calculated.

To rectify this:

Return to the Define and Review Objectives dialog box (select Objectives from the Recognition menu) and click the Calculate button or click the Recalculate Objectives menu item in the Recognition menu.

There are three buttons in the Chart page:

• Click the Review button to get a more detailed view of the state of the objectives. See Reviewing Recognition Objectives for further details.
• Click the Improve button to start the SAI Teaching Wizard that can help achieve those objectives that still need some work. See Using Objectives to Improve Recognition - The SAI Teaching Wizard or further details.
• Click the Options button to launch the Recognition Objectives Options dialog box. See Setting Recognition Objectives Options for further details.

In Analysis Workbench, select Objectives from the Recognition menu, or click the Review button when the Objective Summary screen is shown.

Click the Summary tab.

The Define and review Objectives window is displayed.

You can see from the tree view on the left that one of the Applied objectives has not been achieved (indicated by the icon) and two have been achieved (indicated by the icon).

The red X on the Machine criteria compliance icon shows that the machine criteria was not met, and the text explains that 3 of the 4 machines loaded meet the criteria. In order for the objective to be achieved, all of the machines must meet this criteria.

The green tick on the files icon shows that the file criteria was met (and this is in spite of the fact that more than 19000 files are unrecognized).

To manually recalculate objective compliance (which may be necessary if some of the automatic options are disabled and circumstances have changed):

Click the Calculate button in the Objective Review dialog box.

To get more detail about the Machine criteria:

Click on the Machine Criteria tab, which shows a pie chart of the machines.

In this example:

• Seven of the machines are compliant (Green). In this example, 80% of the files on a machine must be recognized for that machine to be considered compliant.
• Three machines are not compliant (Magenta).

The percentages show how close the machines are to achieving the criteria. The machines (Magenta) that are 50-74% compliant have a recognition rate of 50-74% of the target 80%. That is, the recognition rate is between 60% and 79%.

If you move the mouse over the pie chart, the individual slices of the chart are highlighted.

Right-click to get a pop-up menu that applies to a slice of the pie chart. From the pop-up menu, you can do the following:

• Tag the machine(s) related to the pie slice to investigate it further in the normal Analysis Workbench windows.
• Untag those machine(s) related to the pie slice.
• Copy the Chart to the clipboard.

Click on the File Criteria tab.

This shows a bar chart containing both the desired (allowed) shape of the unrecognized/frequency chart as well as the actual shape of it.

• Actual values are shown in green.
• Allowed values are shown in blue.

For this objective, the File criteria is not met – all of the green Actual values are not lower than the blue Allowed values.

When only a few machines are loaded, not all of the categories are used, but the File criteria graph always shows 20 bars evenly distributed between 0 and 100%, irrespective of the number of machines loaded.

Moving the mouse over the Actual values shows a pop-up label with details of the data point in question.

For example, the bar spanning 30-35% on the Y-axis shows the following text in the pop-up:

This means that 7280 files occur on 30-35% of the loaded machines, and that 3435 of these (47.2%) have not been recognized.

This also demonstrates how it is possible for the file criteria to be met, even though thousands of files are unrecognized. The majority of unrecognized files probably occur on just a few machines and are therefore not as important as the common ones.

When teaching, you will want to start with the unrecognized files that occur on the largest percentage of machines rather those that occur on just a few machines.

Here is an example where the File criteria is not met.

In this example:

• The File criteria has been set to Strict in the Properties tab page and is not met by the scan files loaded.
• The Highlight noncompliant items option is checked, which is why some of the Actual values are red instead of green. This is to indicate that the Actual value is higher than the Allowed one.

This chart has a pop-up menu that is shown when right-clicking on one of the Actual bars.

From the pop-up menu, you can perform the following:

• Tag or Untag the files in question, and Tag the machines to which the objective applies.

  For the Entire Enterprise objective, this means that all machines are tagged when a set of files are tagged from this pop-up menu.

• Copy the chart to the clipboard.