The Strategy Management Pack provides a number of enhancements and extensions to the Essential Architecture Manager toolset to further support strategy management activities. For more information about the Strategy Management Pack, please see the release notes.

This article provides detailed information about to install and apply the Strategy Management Pack to your installation of Essential Architecture Manager.

The Strategy Management Pack is provided as a ZIP archive that contains a set of Essential Meta Model Update scripts and a set of Views for Essential Viewer.

Unpack the ZIP archive to your filesystem.

You will now see the set of update scripts and another ZIP archive. This ZIP archive contains the Views that need to be deployed to Essential Viewer.

Unpack the stratMgtViews.zip file to find the Views. These are organised into folders that correspond to the folders within the Essential Viewer installation.

• Copy the files in the 'application' to the 'application' folder in the Essential Viewer installation,
  
• the files in 'common' to the 'common' folder in Essential Viewer
  
• and the files in the 'technology' folder to the 'technology' folder in Essential Viewer.

For more information about deploying new View XSL files to Essential Viewer, see the Install New Report article.

When you have deployed the new Views, run the Essential Meta Model update pack.
This pack contains a large number of updates and so the update scripts must be split into chunks. See the Meta Model Update Packs article for more information about running large meta model update packs.

Run the Meta Model Update

An apply-all script is provided, applyStrategyMgt.py, that will run all the chunks of the update pack. Edit this script to define the path to the folder that you have stored the update scripts in.

Before running the apply-all script, please ensure that you have updated the 'path' setting in this file, as described in the Meta Model Update Packs article. Using the Script Console tab, execute applyStrategyMgt.py using the following command:

execfile("<FULL PATH TO UPDATE SCRIPTS>/applyStrategyMgt.py")

Where <FULL PATH TO UPDATE SCRIPTS> is the full path to the folder in which you have stored the script file. NOTE: that even on Windows platforms, the '/' character should be used as the directory path separator. NOT '\'.

This script may take several minutes to complete as it contains some complex migrations and updates to many meta classes.

If you experience memory problems running applyStrategyMgt.py, you can run the individual update chunks (strategyMgtPack00.py - strategyMgtPack08.py) individually and in sequence.

Once the update is completed, check the layout of Architecture State, Strategic Plan, Programme, Project and Project Activity as these may need to be adjusted due to the migration of existing date information to the use of the new Time class.