6.1.1 Creating New Portfolios

To create a portfolio, perform the following steps:

Ensure that you configure the required dimensions in Configuration Manager.

1. Login to STSA.
   The Workspace Summary page is displayed.
2. In the Workspace Summary, Sandbox tab, launch the required workspace.
3. Click Building Blocks and click View in the Portfolio section.
   The Portfolio Summary section is displayed.
4. Click Create New.
5. Provide a portfolio name and description in the Basic Details section and click Next.
6. Select the required hierarchies from the dimensions in the Select Dimensions section and click Next.

   The dimensions and hierarchies that are listed here are the OFSAA hierarchies and these are maintained in the OFSAA environment. These are imported to STSA when creating the sandbox and migrating the metadata from production to sandbox. Configure or add the list of dimensions required only for stress testing from the Configuration Manager section)

   Note:

   You can add only one hierarchy from the selected dimension. If you select another hierarchy from the same dimension the previously selected hierarchy gets replaced with the latest selection.
7. Select the heirearchy nodes for the dimensions that you selected in the previous step and click Next.
8. All the selections made are displayed in the Review section.
9. To add a tag, click Tag tab in the Audit Log pane and provide a tag and click Add Tag.
10. To add a comment, click Comments tab in the Audit Log pane and provide the comment and click Add Comment.

Cloning or Creating Portfolios from Existing Portfolios

To create a new portfolio from an existing portfolio, perform the following steps:

11. Login to STSA.
12. Click Building Blocks and click View in the Portfolio section.
    The Portfolio Summary section is displayed.
13. To replicate and modify an existing portfolio with minor changes, select an existing portfolio, click More Actions and then click Copy.
14. Provide a name and update the description and click Next.
15. Update (add or remove) the hierarchies from the dimensions and click Next.
16. Review the details in the Review section and click Save.
17. Review the entries and click Save.
    The Audit tab in the Audit Log section is populated after the Portfolio is created.

    Note:

    Portfolio components are auto-approved.