Add, Edit, And Execute Deployment Plans

Users can add and edit Master Deployment Plans and Deployment Plans on the Deployment Plan Library page.

Master Deployment Plans are a way of aggregating information across multiple Deployment Plans in order to get an overall view of deployment, and they introduce two new features:

  • Checkpoints: Which are points in time when administrators can get a summary of their deployment health, and
  • Issues: Where users can raise any incidents or issues that have arisen during deployment.

Child Deployment Plans are linked to Master Deployment Plans in order to allow users to distribute the build, approval, and execution of plans to expert operations teams.

Users can also Duplicate Deployment Plans.

Deployment Plans now save in a more granular way (mostly field by field). This means that multiple users updating the same Deployment Plan will not save over each other’s updates.

Deployment Plan Library Aug 22 2017

Deployment Plans have the following phases, which appear at the top of the Deployment Plan pop up:

Deployment Plan draft approved execution completed

Draft > Approved > Execution > Completed. 

To add or edit a Deployment Plan:

In Draft phase, users define the activities required to implement a Release:

  1. Go to Deployment > Deployment Plan:
  2. Add:
    1. Click New.
      Deployment Plan Library Aug 22 2017 new
    2. Select:
      Master deployment plan new

      • + New Deployment Plan: Deployment Plans can be independent or the children of Master Deployment Plans.
      • Or + New Master Deployment Plan: Master Deployment Plans:
        • Allow Deployment Plans to be aggregated for reports.
        • Allow users to create Activity Sets. 
        • Allow administrators to create Checkpoints.
        • Allow users to raise Issues.
        • Are marked with an M in the top-left corner. M master deployment plan
  3. Edit:
    1. Click the Draft tab.
      Only Deployment Plans in Draft phase can be edited. Deployment Plans in the Approved and Execution phases are locked, unless the user has the Update Deployment Plan in Approved and Execution Mode user permission. Completed Deployment Plans cannot be edited but can be deleted if the user has the Delete Deployment Plan in Completed State user permission

      Deployment Plan Library Aug 22 2017 draft tab
    2. Click the Deployment Plan’s blue linked Name.
      Deployment Plan Library Aug 22 2017 blue linked name
  4. Click the Deployment Plan Information Deployment Plan Information tab tab (on the left, if it is not selected already).
    Deployment Plan pop up Aug 23 2017 information tab
  5. Type or edit the Name, Description, and External Identifier (a free text field for extra information).
  6. Click to select System(s).
    Systems can only be added to child Deployment Plans or independent Deployment Plans. Master Deployment Plans take their Systems from their children.
  7. Click to select a Release. The Releases in this drop down menu are associated with the Systems chosen in the previous step.
    Only one Release can be selected in a child Deployment Plan. Multiple Releases can be selected in a Master Deployment Plan, but the Releases available for selection are those associated with the Systems selected in the child Deployment Plans.
  8. Manage Master or Child Deployment Plans:
    1. While adding or editing a Master Plan:
      Child Deployment Plans field

      1. Drill down and view the already-linked child Deployment Plans:
        1. Click the blue-linked child Deployment Plans to open them in a new pop up.
          • The child Deployment Plan will show the Master Deployment Plan in the Master Deployment Plan drop down field, unless it has just been added without clicking Save.
      2. Create a new child Deployment Plan from scratch:
        1. Click + New Child Deployment Plan.
          • A new Deployment Plan pop up opens with the current Master Deployment Plan entered in its Master Deployment Plan field.
          • Fill in and save the child Deployment Plan and it will appear as a child in the current Master Deployment Plan.
      3. Add an already-existing Deployment Plan as a child:
        1. Click Add/Remove Deployment Plans.
          Child Deployment Plan pop up
        2. Drag and drop Deployment Plans from the left-hand panel to the right.
          Only independent Deployment Plans, that have not been associated with a Master Deployment Plan, appear in the left-hand panel.
        3. Click Save & Close.
      4. Delete a selected Deployment Plan:
        1. Click Add/Remove Deployment Plans.
        2. Drag and drop Deployment Plans from the right-hand panel to the left.
        3. Type a Reason for removal explaining why you removed the Deployment Plan.
          remove deployment plan confirmation
        4. Click Submit.
          The reason will be recorded on the Issue.
    2. While adding or editing a child Deployment Plan:
      1. Add: Select a Master Deployment Plan from the Master Deployment Plan drop down menu.
        • A child Deployment Plan can have only one master.
        • The Checkpoints tabs become active. (Checkpoints can only be responded to in the child Deployment Plan when both the child and the Master are in Execution phase.)
        • The Issues tab becomes active. (Issues can be raised in the child and Master Deployment Plans when both are in Approved or Execution phase.)
      2. Delete: Click the X on the Master Deployment Plan.
        Remove Master Deployment Plan

        • The Checkpoints and Issues tabs will become inactive and grayed out.
    3. While adding or editing an independent Deployment Plan:
      • Do not select a Master Deployment Plan from the Master Deployment Plan drop down menu to keep the independent Deployment Plan independent.
  9. Select a Portfolio Association.
  10. View the following information about the Deployment Plan:
    1. Activity Summary: This new functionality shows a summary of your Activities.
      Activity Summary Aug 23 2017
    2. Remaining Duration: This new functionality shows the amount of time left before the end of the final Activity.
      Remaining Duration Aug 23 2017
    3. Actual Duration vs Planned Duration.
      Actual Duration vs Planned Duration Aug 23 2017
      The Broadcast remaining duration and Broadcast actual/planned duration buttons, and the Broadcasting section are grayed out unless the Deployment Plan is in the Execution phase. Master Deployment Plans lack this section and notification emails.
  11. Click the RACI Matrix RACI Matrix tab tab (on the left).
    Deployment Plan pop up Aug 23 2017 RACI tab
  12. View whether the Stakeholders have been recently active in the Status column:
    RACI Matrix Deployment Plan status
    The Online status will be changed to Active, and Offline status to Inactive.

    • Active (Online): The Stakeholder has been active in the last five minutes.
    • Inactive (Offline): The Stakeholder has not been active in the last five minutes.
    • N/A: The Stakeholder is a User Group.
  13. Manage Users and Stakeholders:
    1. Add a new user who will only receive notifications but will not be able to log into Plutora:
      This option can be used for contractors and other non-staff members who do not need to log into Plutora but still need to be kept up-to-date with Deployment Plan Activities and so on.

      1. Click Add New User.
        Add New User pop up
      2. Type the First Name. (Mandatory field.)
      3. Type the Last Name. (Mandatory field.)
      4. Type an Email.  (Mandatory field.)
        Each new user must have a unique email.  
      5. Type a Phone Number.
      6. Click Add & Close.
        Once a new user has been added, they can be added as a Stakeholder. See the next step.
    2. Add a new Stakeholder to the plan:
      When users are added as stakeholders more than once, they will appear as a Stakeholder only once with all their Roles and Stakeholder RACI Roles merged.

      For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.

      Add New Stakeholder to Plan

      1. Click Add New Stakeholder.
      2. Select a User Name or a User Group from the Name or User Group drop down menu.
      3. Select a role from the Role drop down menu.
        Administrators can add roles using the Stakeholder Role Customization.
      4. The Email field is not editable.
      5. Click to select a Stakeholders RACI checkbox.
      6. Click Add & Close.
    3. To remove a Stakeholder:
      1. Click the red X next to their name.
        Deployment Plan stakeholders delete button
  14. Click the Activities Deployment Activities tab tab (on the left).
    Deployment Plan pop up Aug 23 2017 Activities tab
  15. To add and edit Activities:

    1. Click Add Deployment Activities Add to add a new Activity. The new Activity form opens in the right-hand panel.
      Or:
      Click an Activity in the left-hand panel to make it open it in the right-hand panel.
    2. Type or edit Activity Name and Activity Description. 
    3. Click to select an Application. You can only select from the Applications chosen in the System(s).
    4. Manage Dependencies:
      1. Add a Dependency by clicking the green cross. Green Cross
        Dependencies pop up Aug 23 2017

        1. Drag and drop Activities from the left side to the right side of the Dependencies pop up to indicate the Activities that must be completed before the current Activity can be completed.
        2. Click to select a Dependency Type:
          • Finish to Finish.
          • Start to Start.
          • Start to Finish.
          • Finish to Start.
        3. Click Save.
      2. Remove a Dependency by clicking the cross on the Dependency item.
    5. Master Deployment Plans and their Child Deployment Plans only: Add the Deployment Plan Activity to one or more Activity Sets by selecting the Activity Sets from the Link to Master Deployment Plan Activity Set combo box. 
      See the Activity Sets tab below for setting up Activity Sets.
    6. Select Start Date from Planned Start Time and End Date from Planned End Time and click Done.
      The time displayed is your local time based on your current browser settings.  

      The duration between Start and End Date shows on the Activity.
      Activity time
    7. Select from the Responsible drop down menu.
    8. Click the toggle switches until they are blue and On or gray and Off:
      Deployment Plan toggle switches Aug 23 2017

      1. Is this a milestone? If the Activity is a milestone.
      2. Is this optional? If the Activity is optional and there is no need to complete it before you can mark the Deployment Plan as complete.
      3. Will this cause a downtime?  If the Activity will cause or experience a downtime. If this toggle switch is set to On, you must enter the Downtime from and Downtime to dates and times.
        The time displayed is your local time based on your current browser settings.
    9. Click the Additional Information tab:
      Deployment Plan pop up Aug 23 2017 additional information activities tab

      1. Fill in or edit the Additional Information fields, which appear at the bottom of the form:
      2. These Additional Information fields can be added or edited by administrators using the Deployment Plan Activities Custom Fields Customization and they will vary between each Plutora installation.
      3. Please consult your administrator for the procedure for filling in these fields.
        If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in Deployment Plan Activities Custom Fields Customization.)
    10. Manage AttachmentsDeployment Plan Activities attachments
      If you are adding an Activity, click Save to make the Attachments button clickable. 

      Deployment Plan pop up Aug 23 2017 additional information activities tab attachments

      1. Manage URLs:
        1. Add a URL:
          1. Click Add New.
          2. Click Add URL.
            Add URL
          3. Type a valid URL in the URL Link field.
          4. Click Save & Close.
        2. View a URL:
          1. Click the view button.
            View Attachment
          2. Click the X in the top right corner to close the attachment.
        3. Delete a URL:
          1. Click the delete button.
            Red Trash Bin Delete Button
      2. Manage files:
        1. Add a file:
          1. Click Add New.
          2. Click Add file.
          3. Click to select an attachment.
          4. Click Open.
        2. View a file attachment:
          1. Click the view button.
            View Attachment
          2. Click the X in the top right corner to close the attachment.
        3. Download a file attachment:
          1. Click the download button.
            Download Attachment
            Your attachment should start downloading immediately.
            Save the file to your hard drive if prompted.
        4. Delete a file attachment:
          1. Click the delete button.
            Red Trash Bin Delete Button
    11. Manage CommentsDeployment Plan comments
      If you are adding an Activity, click Save to make the Comments button clickable. 

      Deployment Plan pop up Aug 23 2017 additional information activities tab comments

      1. To add a comment:
        1. Type your comment into the Your comment… field.
        2. Click Send.
      2. To edit a comment:
        1. Click Edit on the comment.
        2. Edit the comment.
        3. Click Update.
      3. Delete a comment:
        1. Click Delete on the comment.
        2. Click Yes.
  16. Manage Activity Groups:
    1. Group Activities by clicking to select two or more Activity checkboxes and clicking Group/Ungroup Activities.
      Deployment Plan pop up Aug 23 2017 additional information activities tab group ungroup activities
    2. Rename and change the color of Activity Groups:
      1. Click to select the Activity Group.
      2. Click the paintbrush icon. Paintbrush
        Activity Group Format pop up
      3. Free Form edit:
        1. Click the Free Form radio button.
        2. Type the Group Name.
        3. Select the text color from the Text Color drop down menu or type a hex color.
        4. Select the fill color from the Fill Color drop down menu or type a hex color.
        5. Select the border color from the Border Color drop down menu or type a hex color.
        6. Click Save.
      4. Use a pre-defined name and colors:
        Administrators can use the Group Name Customization to create group names and colors. The Pre-defined Forms radio button will be grayed out if the Group Name Customization is not enabled.

        1. Click the Pre-defined Forms radio button.
        2. Select a Group Name from the drop down menu. All the other forms will populate.
        3. Click Save.
    3. Ungroup Activities by clicking to select a Group and clicking Group/Ungroup Activities.
    4. Click Collapse All Groups to close Groups.
    5. Click Expand All Groups to open Groups.
  17. To delete an Activity:
    Deployment Plan pop up Aug 23 2017 additional information activities tab delete

    1. Select the Activity’s checkbox on the left.
    2. Click Delete.
    3. Click Yes to confirm.
  18. To bulk update the Responsible, Application, Start Date and End Date fields of Activities:
    1. Click to select two or more Activity checkboxes and click Bulk Update.
    2. Click to select who is Responsible, the Application, and the Start Date or End Date.
    3. Click Update.
  19. Master Deployment Plans only: Click the Activity Sets tab:


    1. When multiple teams are needed to execute releases, such as DBA, Storage, or Ops, team progress can be shown using Activity Sets.
    2. Activity Sets tab allows users to group Activities related to the Master Deployment Plan and its Children, and see the high-level progress within the group (when the plan is being Executed).
    3. Activity Sets tab is grayed out in new Master Deployment Plans until Save is clicked.
      1. Manage Activity Sets:
        1. Add an Activity Set:
          1. Type the Activity Set name in the Enter new activity set name field.
          2. Click Save.
        2. Edit an Activity Set:
          1. Click the pen icon. 
          2. Type the new Activity Set name.
          3. Click Save.
        3. Delete an Activity Set:
          1. Click to select the checkbox on the left-hand side of the Activity Set.
          2. Click Delete.
  20. Click the Checkpoints tab:
    1. Early detection of critical problems allows for mitigation or timely rollback.
    2. A checkpoint is a point in time when users can answer multiple choice questions about dependent Deployment Plan statuses.
    3. Checkpoints allow users to define, schedule and record leading questions that highlight risks to on-time completion.
    4. Questions (which can only be answered in Execution phase) could relate to a particular milestone, such as ‘Are your databases ready for backup?’ or ‘Are you running on time?’.
    5. Checkpoints tab is grayed out in new Master Deployment Plans until Save is clicked.
    6. Checkpoints tab is permanently grayed out in Independent Deployment Plans.
      Master Deployment Plan Checkpoints tab

      1. Add a Checkpoint:
        New Checkpoint new

        1. Click + New.
        2. Type the Name. (Mandatory field.)
        3. Type the Description.
        4. Select a Checkpoint Time. This is the date and time to which the questions refer and is the most important part of the Checkpoint.
        5. Select a Response Period by selecting a date and time from From and To.
          The Response Period is the time when the multiple choice questions in the Checkpoint can be answered. If there is no Response Period, the questions can be answered until the Deployment Plan is marked as Complete.  
        6. Response Period Status shows whether the Response Period (as selected above) is in the future (Upcoming), current (Open), or in the past (Closed).
        7. Set up the Checkpoint Responses:
          Users can only respond to questions when both the Master Deployment Plan and its children are in Execution phase.

          1. Click Edit Q&A.
          2. Add a question:
            1. Click + New Question.
            2. Type the Question.
            3. Click Answers and type an answer to the question.
              Question and answers checkpoints
            4. Select the response type (N/A, good, bad, or issue).
              The response type will provide an overall view of your deployment status – good or bad – in the upcoming Deployment reports.  
            5. Click Enter Answer to add another answer.
            6. Reorder answers by dragging them by the sort handle. Dots sort handle
            7. Delete an answer by clicking the X.
            8. Click Save & Close.
            9. Click Save.
          3. Reorder questions by dragging them by the sort handle. Dots sort handle
          4. Open and close questions by clicking Collapse All or Expand All.
          5. Duplicate questions by clicking the menu button and selecting Duplicate.
            Questions duplicate delete
          6. Delete a question by clicking the menu button and selecting Delete.
          7. Click Save & Close.
      2. Delete a Checkpoint:
        1. Click to select the Checkpoint in the left-hand panel.
        2. Click Delete.
  21. Click the Issues tab:
    1. Issues tab is where users can raise any problems they are having with the deployment.
    2. Raising issues can help keep a delivery on track and return systems to BAU on time.
    3. In Draft Phase, on Master Deployment Plans, users can customize the Issue Questions.
    4. Issues can only be added when both the child and Master Deployment Plans are in the Approved or Execution Phases.
    5. Issues tab is grayed out in new Master Deployment Plans until Save is clicked.

      1. Add an Issue Question:
        1. Click Set up Questions.
        2. Click + New Question.
        3. Type the Question.
        4. Select a Data Type.
          1. Single Select, Multi Select, and Radio Button data type:
            1. Click Enter new value.
            2. Type an answer.
            3. Repeat I to II to add more answers.
          2. Free Text Area: You cannot enter any default free text.
        5. Click Save & Close.
      2. Reorder Issue Questions by dragging them by the sort handle. Dots sort handle
      3. Duplicate an Issue Question by clicking the menu button and selecting Duplicate.
        Questions duplicate delete
      4. Delete an Issue Question by clicking the menu button and selecting Delete.
  22. Click the Additional Information tab:
    This tab is grayed out in new Master, Child, and Independent Deployment Plans before Save is clicked.

    1. Fill in or edit the Additional Information fields, which appear at the bottom of the form:
      • These Additional Information fields can be added or edited by administrators using the Deployment Plan Custom Fields Customization and they will vary between each Plutora installation.
      • Please consult your administrator for the procedure for filling in these fields.
        If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in Deployment Plan Custom Fields Customization.)
  23. Administrators with Progress/Regress Deployment Plan user permission can Approve the Deployment Plan by:
    1. Clicking the Action menu and selecting Approve.
      Deployment Plan Additional Information tab action menu
    2. Or clicking to select the Deployment Plan’s checkbox in the Deployment Plan Library and clicking Approve.
  24. Click Save & Exit.
    Comments will be implemented in a future release.

 

Users can only add Actions in the Draft Phase.

In the Approved phase, user-defined activities have been signed off by an administrator, and the Deployment Plan is ready and waiting to be executed.

Move the Deployment Plan to the next phase:

  • Administrators with the Progress/Regress Deployment Plan user permission can put the Deployment Plan into the Execution phase by selecting Execute from the Action drop down menu.
    Deployment Plan approved action menu
  • Or Administrators can click Move to Draft to edit the Deployment Plan.

Manage Issues:
Manage issues

Issues can only be added in the Approved or Execution phases for Master Deployment Plans, or their child Deployment Plans. Issue Questions are added to Master Deployment Plans in Draft phase.  

  1. Add an Issue:
    1. Click + New.
      Manage issues new button
    2. Type the Name of the Issue. (Mandatory field.)
    3. Type the Description.
    4. Manage Impacted Deployment Plans:
      All Issues shows the Issues relating to the Master Deployment Plan. Issues relevant to the Deployment Plan that is opened can be viewed by clicking the Issues Impacting This Plan button.

      Manage issues filter buttons

      1. Add an Impacted Deployment Plan:
        1. Click Add/Remove Deployment Plans.
          Impacted Deployment Plans pop up
        2. Drag and drop Deployment Plans from the left-hand panel to the right.
        3. Click Save & Close.
      2. Remove an Impacted Deployment Plan:
        1. Click Add/Remove Deployment Plans.
        2. Drag and drop Deployment Plans from the right-hand panel to the left.
        3. Click Save & Close.
          remove deployment plan confirmation
        4. Type a Reason for removal to explain why you are removing the Deployment Plan.
        5. Click Submit.
          The reason for removal is listed below the Impacted Deployment Plans field.
    5. Click to select a Status.
    6. Click to select a Type.
    7. The Raised on field will be automatically populated by your name, and the date and time, when you click Save.
    8. Click to select an Assignee from the Stakeholders of the Master Deployment Plan and its children.
    9. Select the Deployment Plan that is the Source Deployment Plan of the Issue.
    10. Fill in the Issue Questions.
      The Issue contains custom questions, which administrators have added to the Master Deployment Plan in the Draft phase. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
    11. Click Save.
  2. Delete an Issue:
    1. Find the issue by filtering using the All Issues and Issues Impacting This Plan buttons.
      Manage issues filter buttons
    2. Click to select the Issue from the left-hand panel.
      Manage issues select an issue
      Caution: The Issue will be deleted immediately and there is no way to recover it.

    3. Click Delete.
      Manage issues delete button

 

In Execution phase, the Deployment Plan is put into action.

Deployment Schedule shows a live view of the plan being completed.

To execute a Deployment Plan:

  1. Go to Deployment > Deployment Plan.
  2. Click the Execution tab.
  3. Click a blue-linked Name to open a Deployment Plan.
  4. Manage notification emails:
    Master Deployment Plans lack notification emails.

    1. Click the Information tab.
    2. Click Broadcast remaining duration or Broadcast actual/planned duration to immediately email the remaining or actual/planned duration to Stakeholders.
    3. Toggle  Broadcast emails by clicking their toggle switches until they are blue and On.
      Deployment Plan Library Broadcasting

      • Activity is about to start in: Type the number of minutes in the Activity is about to start in field.
      • Click the red Alert button to send an immediate ad-hoc alert email. (The user must have the Send Ad-Hoc Broadcast Alerts user permission.)
    4. Email contents and recipients are customized using the Email Template Wizard Customization.
  5. Click the Activities Deployment Activities tab tab
  6. Click to select an Activity.
  7. Click to select a status from the Status. The statuses have the following circle icons:
    Deployment activity statuses Aug 23 2017

    1. Not Started. Not Started
    2. In Progress: Sets Actual Start TimeIn progress
    3. Issue. Issue
    4. Failed. Failed
    5. Completed: Sets Actual End Time.Completed
    6. Select a Revised Start Time or a Revised End Time if the Activity is complete and the dates and times the In Progress and Completed buttons were clicked do not reflect actual start and end times.
      Users can now update Deployment Plan Activity statuses via email. Select the Enable Status Updating via Secure Email Link without logging into Plutora checkbox for any trigger of the Deployment Plan entity in Email Template Wizard.  
  8. Click Save.
  9. Master Deployment Plan only: Click the Activity Sets tab:
    1. View the high-level progress of Activities within the Activity Set.
  10. Click the Checkpoint tab.
    Child Deployment Plan Checkpoints tab
    Checkpoints can only be answered in the Execution phase in the child Deployment Plans. Checkpoint Questions can only be created in Draft phase in the Master Deployment Plan.
  11. Respond to Checkpoint Questions:
    1. Click to select a Checkpoint in the left-hand panel.
      Child Deployment Plan Checkpoints tab click a checkpoint
    2. Click to answer the multiple choice questions.
      • If you cannot answer the questions, the response period could be closed, or you are trying to answer them in the Master Deployment Plan instead of the child.
        Child Deployment Plan Checkpoints questions
      • Your progress can be saved at any time but the Checkpoint Answer Progress will not show as Completed until all questions are answered.
    3. Click Save.
  12. Click the Issues tab.
    Issues can only be added in the Approved or Execution phases for Master Deployment Plans, or their child Deployment Plans. Issue Questions are added to Master Deployment Plans in Draft phase.  

    Deployment Plan Execution Phase Issues tab
  13. Manage Issues:
    1. Add an Issue:
      1. Click + New.
        Manage issues new button
      2. Type the Name of the Issue. (Mandatory field.)
      3. Type the Description.
      4. Manage Impacted Deployment Plans:
        Impacted Deployment Plans are affected by the Issue. Issues can be filtered by the impacted Deployment Plans by clicking the All Issues and Issues Impacting This Plan buttons. 

        Manage issues filter buttons

        1. Add an Impacted Deployment Plan:
          1. Click Add/Remove Deployment Plans.
            Impacted Deployment Plans pop up
          2. Drag and drop Deployment Plans from the left-hand panel to the right.
          3. Click Save & Close.
        2. Remove an Impacted Deployment Plan:
          1. Click Add/Remove Deployment Plans.
          2. Drag and drop Deployment Plans from the right-hand panel to the left.
          3. Click Save & Close.
            remove deployment plan confirmation
          4. Type a Reason for removal to explain why you are removing the Deployment Plan.
          5. Click Submit.
            The reason for removal is listed below the Impacted Deployment Plans field.
      5. Click to select a Status.
      6. Click to select a Type.
      7. The Raised on field will be automatically populated by your name, and the date and time, when you click Save.
      8. Click to select an Assignee from the Stakeholders of the Master Deployment Plan and its children.
      9. Select the Deployment Plan that is the Source Deployment Plan of the Issue.
      10. Fill in the Issue Questions.
        The Issue contains custom questions, which administrators have added to the Master Deployment Plan in the Draft phase. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
      11. Click Save.
    2. Delete an Issue:
      1. Find the issue by filtering using the All Issues and Issues Impacting This Plan buttons.
        Manage issues filter buttons
      2. Click to select the Issue from the left-hand panel.
        Manage issues select an issue
        Caution: The Issue will be deleted immediately and there is no way to recover it.

      3. Click Delete.
        Manage issues delete button
  14. Click the Additional Information tab:
    Deployment activity execution phase additional information Aug 23 2017

    1. Fill in or edit the Additional Information fields, which appear at the bottom of the form:
      • These Additional Information fields can be added or edited by administrators using the Deployment Plan Custom Fields Customization and they will vary between each Plutora installation.
      • Please consult your administrator for the procedure for filling in these fields.
        If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in Deployment Plan Custom Fields Customization.)
  15. Administrators can click the Action menu and select Complete to complete a Deployment Plan, once all the non-optional tasks are complete.
    Deployment Activity Statuses buttons action menu

 

In Completed phase, the completed Deployment plan is kept as a record and cannot be edited.

To prevent completed Deployment Plans being deleted, administrators can set Delete Deployment Plan in Completed State user permission.

 


To view the audit history of a Deployment Plan:

  1. Go to Deployment > Deployment Plan.
  2. Click the blue linked Name to open a Deployment Plan.
  3. Click the clock-shaped audit history button.
    Audit History redesign
  4. Search and filter the history:
    1. Live Search:  Type a parameter or value and press the Enter key.
    2. Filter: Click to select one or more of the All, Added, Modified or Deleted checkboxes.
  5. Click the X in the top right corner to close the Audit History pop up.
    Audit History exit

 

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