Setting up the Operational Technology Progress Scorecard
Set up the Operational Technology (OT) Progress Scorecard in the Industrial Workspace so that your users can compare site data and progress.
The following table lists the Guided Setup tasks and their purposes for the OT Progress Scorecard.
| Task | Purpose |
|---|---|
| 1. Assign the OT Progress Scorecard roles. | Assign the OT Progress Scorecard roles to your users so that you can control their access to the features, capabilities, and data for OT Progress Scorecard. |
| 2. Validate the completeness score calculation. | Validate that the CMDB Health Dashboard - Completeness Score Calculation is activated to run if you want to include the OT Device Data Completeness (%) indicator in the OT Progress Scorecard. |
| 3. [Optional] Review the indicator sources. | Reviews the indicator sources for a larger number of records. If you expect more than the default value of 1 million total records, you must override the records collection. |
| 4. Configure the expected OT devices for a site. | Configure the number of expected OT devices for a site so that you can use the % of Expected OT Devices in CMDB indicator in the OT progress scorecard. |
| 5. Complete the [PA OTPSC] Monthly Data Collection job. | Collects and displays the daily data for all indicators from Performance Analytics for the OT Progress Scorecard tab. You must complete this step before others can view the data in this tab. |
| 6. Configure the OT Progress Scorecard indicators. | Configure the OT Progress Scorecard indicators so that the display of each indicator meets your needs. |
| 7. Set the system properties for the OT Progress Scorecard. | Configures the thresholds shown on the OT Progress Scorecard and the components used to determine the calculated score. |
| 8. Customize the module name. | Customize the module name of the OT Progress Scorecard to change its name from the default value with a name more suitable for your needs. |
- Assign the Operational Technology Progress Scorecard roles
Assign the Operational Technology (OT) Progress Scorecard roles to your users so that you can control their access to the features, capabilities, and data for OT Progress Scorecard. - Validate the completeness score calculation
Validate that the CMDB Health Dashboard - Completeness Score Calculation is activated to run if you want to include the OT Device Data Completeness (%) indicator in the Operational Technology (OT) Progress Scorecard. - Review the indicator sources for a large number of records
Review the indicator sources if you need a large number of records. You can override the records collection so that the Operational Technology (OT) Progress Scorecard shows more records than the default value of 1 million. - Configure the expected OT devices for a site
Configure the number of expected OT devices for a site so that you can use the % of Expected OT Devices in CMDB indicator in the OT progress scorecard. - Configure the data collection for the Operational Technology Progress Scorecard
Configure the data collection for Operational Technology (OT) Progress Scorecard so that you can collect and display the daily data for all indicators from Performance Analytics. This configuration ensures that your OT data is displayed accurately on the scorecard. - Configure an indicator by threshold, weightage, and order
Configure the Operational Technology (OT) Progress Scorecard indicators so that the display of each indicator meets your needs. - Set the system properties for the Operational Technology Progress Scorecard
Set the system properties for the Operational Technology (OT) Progress Scorecard so that you can enable the properties as needed. - Customize the module name
Customize the module name of the Operational Technology (OT) Progress Scorecard to change its name from the default value with a name more suitable for your needs.
Parent Topic:Configuring the Industrial Workspace