Clarity Transform User Guide¶

This guide describes the screens of Clarity Transform and how to use them. The sections below follow the Clarity sidebar, whose top-level menus are Governance, Discover, Assess, Rationalise, Plan, Execute, Logging and Settings. Each link opens the page that documents a screen, or a group of related screens.

Quick Start Guide

Governance¶

The governance registers, and the T-Minus runbooks for migration events.

Overview: outstanding work from the RAID Log, Actions and T-Minus runbook tasks in one list.
RAID Log: risks, assumptions, issues and dependencies.
Actions
Project Directory
Go/No-Go: record whether each migration event goes ahead.
Lessons Learned
T-Minus Runbook Templates, T-Minus Runbook Action Library and T-Minus Runbooks: under Governance → T-Minus Runbook Management.

Discover¶

Bring records into the CMDB, review them and check their quality.

Integrations: each integration is a card on Discover → Integrations. Start with Integrations, or go straight to one of them, for example:

CMDB: one screen, Discover → CMDB, with a card for each CI type. Start with CMDB, or see a CI type:

Application Inference: screens under Discover → Application Inference that propose applications and relationships from discovery evidence, for example Candidate Applications, Device Suggestions and Suggested App-to-App.

Data Analysis: read-only dashboards under Discover → Data Analysis.

Data Quality: completeness and correctness dashboards under Discover → Data Quality.

Application Interviews and Application Mapping:

Application Interviews: Interview Questions, New Interview and All Interviews.
Application Mapping: a graph of services and their relationships.

See the end-to-end Infrastructure Discovery workflow.

Assess¶

Rationalise¶

Rationalise: a migration disposition (7 Rs) for each application. Rationalise is a top-level menu item with no children.

Plan¶

Planning Dashboard
Migration Readiness, Container Readiness and Capacity Planning: under Plan → Readiness.
Network Mappings: under Plan → Source To Target.
Events: migration events, with a Start Date and an End Date.
Move Groups: batches of assets planned to migrate together, each linked to an event by its Event Name.
Business Engagement: approval emails, read receipts and meeting bookings per application owner.

See the end-to-end Migration Planning workflow.

Execute¶

Script Repository, Task Groups and Task Library: under Execute → Pre-Migration Setup.
Migration Jobs and Runbooks: under Execute → Migration Operations.
Event Command Center: under Execute → Monitoring & Reporting.
Application Migrations and Device Migrations: under Execute → Monitoring & Reporting → Migration Tracking.

Logging¶

Event Log
Change Log
Activity Log
Automation Script Log

Settings¶

Dropdown Lists and Field Validations, Custom Fields, Clarity Tags and Tag Extraction: under Settings → Field Management.
Credentials and User Roles: under Settings → Identity & Access Management.
SMTP Configuration, Teams Notifications, Email Templates and Email Recipient Fields: under Settings → Communications.
Background Jobs, System Settings and Licenses: under Settings → System.
System Health: the health checks for Clarity itself. Open it from the health icon in the header.

Guides by role¶

Project Manager: the screens a project manager or migration lead uses across a migration.