Add, Edit, And Execute Deployment Plans

Activities tab now has a choice of two views: Timeline, which shows Deployment Plan Activities in an interactive Gantt chart, and Grid, which shows the list of Deployment Plan Activities.
When you know the duration of an Activity, you can set only the Planned Start Time or Planned End Time, then type the Duration in days, hours or minutes and the missing start or end time will be automatically filled in.

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

What are the Differences between Master and Child Deployment Plans?

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 three 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.
  • Activity Sets: View the high-level progress of Activities within the Activity Set.

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.

What are the Modes?

Modes define the stages of a Master or child Deployment Plan. Plans can be moved between modes (by those who have the correct user permissions) by clicking Action buttons on the mode bar under the Information tab.

There are four modes:

  1. Draft:
    • The Master Deployment Plan or child Deployment Plan is created.
    • The following information can be added or edited:
      • Master Deployment Plans:
        • Information.
        • RACI Matrix (users and Stakeholders).
        • Activities.
        • Activity Sets.
        • Checkpoints.
        • Issues and Issue Questions.
        • Additional Information.
      • Child Deployment Plans:
        • Information.
        • RACI Matrix (users and Stakeholders).
        • Activities.
        • Additional Information.
  2. Approved:
    • Plans are approved and are ready to be executed.
    • As approved plans should not be altered, the only records that can be added or edited are:
      • Master Deployment Plan Issues (Issues Questions can only be added in Draft mode).
      • Additional Information fields.
  3. Execution:
    • Plans are executed.
    • The following information can be added or edited:
      • Master Deployment Plans:
        • Broadcast emails can be sent.
        • Activities can be run and have their Status updated (to In Progress, Completed, and so on).
        • Activity Sets can be viewed to see the progress of Activities within the Activity Set.
        • Checkpoint Questions can be answered.
        • Issues can be added or deleted.
        • Additional Information fields can be filled in.
      • Child Deployment Plans
        • Broadcast emails can be sent.
        • Activities can be run and have their Status updated (to In Progress, Completed, and so on).
        • Additional Information fields can be filled in.
  4. Completed:
    • Nothing can be added or edited in this mode, as it is intended to be a record of past events.

Add or Edit a Deployment Plan

To add or edit a Deployment Plan:

1. Draft Mode

In Draft mode, users add information to their Master Deployment Plan or child Deployment Plan.

1a. Add or Open a Deployment Plan

  1. Add:
    1. By + New:
      1. Go to either:
        • + New > Deployment Plan > Deployment Plan:
          • Deployment Plans can be independent or the children of Master Deployment Plans.
        • + New > Deployment Plan >M master deployment planMaster 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 Deployment Plan grid.
    2. By Deployment Plan Manager:
      1. Go to Deployment > Manager:
      2. Click + New.
      3. Select:

        1. + New Deployment Plan.
        2. Or + New Master Deployment Plan.
  2. Edit:
    1. Click the Draft Mode tab.
      Only Deployment Plans in Draft mode can be edited. Deployment Plans in the Approved and Execution modes 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

    2. Click the Deployment Plan’s blue-linked Name.

1b. Information Tab

  1. Click the Information tab  (on the left, if it is not selected already).

    The screenshot above is of a Master Deployment Plan. These have Activity Sets, Checkpoint, and Issues tabs, which Deployment Plans lack. Unless they are a child Deployment Plan with a Master Deployment Plan set under the Information tab, then they will have the Checkpoints and Issues tabs, but not the Activity Sets tab.
  2. Deployment Plans have the following modes, which appear at the top of the Information tab:
    Draft > Approved > Execution > Completed. 
  3. Administrators with Progress/Regress Deployment Plan user permission can Approve the Deployment Plan by:
    1. Clicking the Action menu and selecting Approve.
    2. Or by clicking to select the Deployment Plan’s checkbox in the Deployment Plan Library and clicking Approve.
  4. Type or edit the Name. (Mandatory field.)
  5. Select a Portfolio Association.
  6. Type or edit the Description.
  7. Type or edit the External Identifier (a free text field for extra information).
  8. 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.
  9. Click to select Release(s).
    • The Releases in this drop-down menu are associated with the Systems chosen in the previous step.
    • Only Releases that do not have an End State and have an Implementation Date in the future appear in this menu.
    • 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.
  10. Manage Master or Child Deployment Plans:
    1. While adding or editing a Master Plan only:

      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 already-existing Deployment Plans as children:
        1. Click Add/Remove Deployment Plans.
        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. Remove 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. Click Save & Close.
    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 Deployment Plan.
        • 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 the Execution mode.)
        • The Issues tab becomes active. (Issues can be raised in the child and Master Deployment Plans when both are in Approved or Execution mode.)
      2. Remove a Master Deployment Plan from a child Deployment Plan:
        1. Open the child Deployment Plan by clicking on it in the Child Deployment Plan(s) field in the Master Deployment Plan.
        2. Click the X on the Master Deployment Plan in the child Deployment Plan’s Master Deployment Plan field.
          Remove Master Deployment Plan

          • The Checkpoints and Issues tabs will disappear on the child Deployment Plan.
    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.
  11. 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 mode. Master Deployment Plans lack this section and notification emails.

1c. RACI Matrix Tab

  1. Click the RACI Matrix tab (on the left).
  2. View whether the Stakeholders have been recently active in the Status column:

    • 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.
Add a User (Who Cannot Log into Plutora But Can Receive Notifications)
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.
  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.
Add a New Stakeholder
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.

  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.
Delete a Stakeholder
  1. To delete a Stakeholder:
    1. Click the red X next to their name.

1d. Activities Tab

  1. Click the Activities tab (on the left).

*NEW* Activities tab now has two views, a Timeline view with a Gantt chart and the Grid view.
*NEW* Timeline View

Click the Timeline toggle button.

Under the Timeline toggle button you can:

  • View and manage Deployment Plan Milestones, and Activities and their dependencies in a Gantt chart view.
  • View and create dependencies between the Activities and Milestones of Master Deployment Plans and their associated child Deployment Plans on the same Gantt chart.
  • Click Save to save your changes.

Gantt Chart Layout and Navigation

Activities are listed in the left-hand column. If the Deployment Plan is a Master Deployment Plan with children, the Activities from both the Master and children will appear in the left-hand column.

Hover your mouse cursor over an Activity name in the left-hand column to show the whole name.

Open and close Activity Groups in the left-hand column by clicking or .

Activities appear in the timeline as bars and Milestones as diamonds. The blue bars are Activity Group titles.

View the timeline along the top, which can be zoomed in and out by holding down the Ctrl key on your keyboard while scrolling the mouse wheel.

Zoom in and out on a particular activity by hovering your mouse cursor over that activity, holding down the Ctrl key and scrolling your mouse wheel.

Activities and Milestones appear grouped under their blue Activity Group label, which cannot be dragged or dropped. Activity Group labels will appear as vertical blue lines if the group does not occupy much time. For example, if only Milestones are present in the group. Hover your mouse cursor over the Activity Group to view its full title.

After updating Activities or Milestones, refresh the location and size of the Gantt chart’s Activity Group labels by toggling between the Grid and the Timeline views.

 

Manage Dependencies Using the Gantt Chart

To manage dependency arrows in the Gantt chart:

    1. Add a dependency:

      1. Click and drag between the circular handles that appear when you hover your mouse cursor over Activities or Milestones:
        1. A dotted line appears between the Activities or Milestones.
        2. If the dependency cannot be created, the circle will turn red, if:
          • An Activity from the selected Deployment Plan is being linked to an Activity in an external Deployment Plan. Creating a dependency in the reverse direction will work.
          • A circular reference is being created.
      2. The dependency created is Finish-to-Start, which can be modified later in Grid view.
      3. Multiple dependencies are allowed. Hover over dependencies to make the line thicker and easier to see.
    2. Delete a dependency:
      1. Double-click a dependency line.
      2. Click Yes to confirm.
Update Activities and Milestones

You can update the start and end dates of Activities, and the date of Milestones by dragging them in the Gantt chart:

  1. Update Activities:
    Activities appear as a bar in the Gantt chart.

    1. Either start or end date:
      1. Hover your mouse cursor over the activity until the circles appear.
      2. Drag the left-hand circle to change the start date or the right-hand circle to change the end date.
    2. Start and end date:
      1. Drag the Activity left or right to change the start and end date by the same amount of time.
  2. Update Milestones:
    Milestones appear as a diamond shape in the Gantt chart.

    1. Start dates
      Milestones now only have a start date, instead of a start and end date.

      1. Drag the milestone left or right to change its start date.
Grid View

Click the Grid toggle button.

Under the Activities toggle button:

  • Deployment Plan Activities are now displayed as a grid.
  • Overdue Activities are highlighted in red.
  • Activities open when clicked from a sliding panel on the right.
  • When an Activity is being updated by another user, a yellow pen icon will appear.
  • Users will be asked to click Reload once the other user has clicked Save.
  • A sequence column shows the numbering for all Activities.
Live Search and Sort Activities
  1. Live Search Activities:

    1. Type a keyword to search Deployment Plan Names and Descriptions.
    2. Keywords are saved when a user clicks away to another tab or another Deployment Plan.
    3. Clear Live Search when you open a new Deployment Plan.
  2. To sort Activities:
    1. Hover your mouse cursor over the sort column until a sort handle (6 dots) appears.
    2. Drag the Activity to sort.
    3. Drop the Activity when a green tick appears.

      Activities can even be dragged in and out of Groups.
Add or Edit Activities
  1. Click + New to add a new Activity. The new Activity form opens in the right-hand panel.
    Or:
    Click a blue-linked Activity Name in the left-hand panel to make it open it in the right-hand panel.
  2. Type or edit the Activity Name. (Mandatory field.)
  3. Type or edit the Activity Description. 
  4. Click to select a System. You can only select from the Systems chosen in the Systems field under the Information tab.
  5. Manage Dependencies:
    If you are adding a Deployment Plan, click Save before clicking the green cross. 

    1. Add a Dependency for the selected Activity by clicking the green cross. Green Cross
      *NEW* All associated Deployment Plans (Child or Master) will now appear in the Dependencies pop up. 
      1. Select the Deployment Plan in the left-hand panel.
      2. Drag and drop Activities from the middle panel to the right panel of the Dependencies pop up. There is no limit to how many Dependencies can be added.
      3. Click to select a Dependency Type (mandatory):
        How Dependency Types work:

        • Finish-to-Start (F-S): The finish date of one activity drives the start date of another.
          Finish-to-Start (F-S) is the default.
        • Start-to-Start (S-S): The start date of one activity drives the start date of another.
        • Finish-to-Finish (F-F): The finish date of one activity drives the finish date of another.
        • Start to Finish (S-F): The start date of one activity drives the finish date of another.
      4. Click Save.
    2. Remove a Dependency by:
      1. Dragging it from the right-hand column to the left-hand column in the Dependency pop up.
      2. Or by clicking the X next to the Dependency once the Dependency pop up is closed.
  6. Click Save. (You must click save before selecting an Activity Type.)
  7. Click to select the Activity Type:

    1. Manual: No script. All fields must be filled in manually.
    2. Automated: Run a NodeJS script that performs deployments by connecting to external applications using APIs and updates fields such as the Activity Status.
      Automated Deployment Plan Activities display two cogwheels. 

      1. To upload your script: (Mandatory field.)
        1. Click Upload New File.
        2. Select the script. Only .js files can be used.
        3. Click Open:
          • There is currently no way to edit a script. You must upload a new script instead.
          • Scripts can only be run in Execution mode. See 3. Execution Mode below for running scripts.
      2. Download the script by clicking on the download button on the right of the script name. 
      3. Manage Parameters:
        Parameters allow easy configuration via the UI. Parameters can also be masked for security. See Script Syntax in Integration Hub – API for how to reference parameters in a script.

        1. Click + parameters. (This button only becomes active once a script has been uploaded and the Activity saved.)
        2. Add or edit a parameter:
          1. Add: Click + new parameter.
            Edit: Click any field on an existing parameter.
          2. Type the Parameter Name.
          3. Click to select the Type of string:
            1. String: Shows the Value field.
            2. String (Masked): Masks the Value field with a dot for each character. Similar to a password field.
              Once String (Masked) has been selected and saved on a parameter, the value will never be displayed again. A masked parameter cannot be reverted to an unmasked parameter. 
          4. Type the Values. This could be a password or clientID.
        3. Delete a parameter:
          1. Hover your mouse cursor over the parameter.
          2. Click the red X.
        4. Click Save & Close.
  8. 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:

    • Activity Sets can only be linked or unlinked in Draft mode.
    • Link to Master Deployment Plan Activity Set field is now a combo box to make it easier to select and deselect Activity Sets.
    • See the Activity Sets tab below for setting up Activity Sets.
  9. Select from the Responsible drop-down menu.
    User Groups and user names are alphabetical and can be filtered by Live Search.

  10. Select Start Date from Planned Start Time and End Date from Planned End Time and click Done.
    *NEW* You can now set the duration of an activity.
  11. Set Duration:

    1. When you know the duration of an Activity, you can set only the Planned Start Time or Planned End Time, then type the Duration in Days, Hours, or Minutes and the missing start or end time will be automatically filled in.
  12. Click the toggle switches until they are blue and Yes or gray and No:

      1. Is this a milestone?: If the Activity is a milestone.
        • If toggled on, the Planned End Time will be erased and grayed out and only the Planned Start Time will be used.
        • If toggled back to being an Activity, the Planned End Time will have to be typed again.
      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.
        Downtime start and end dates are now auto-filled.
      3. Will this cause a downtime?:  If the Activity will cause or experience a downtime, click the Will this cause a downtime? toggle switch, which will reveal the Downtime From and Downtime To fields:
        • If the  Enable Automatic Downtime Values checkbox is selected in Deployment Activities Customization, the Downtime From and Downtime To fields will be auto-filled with the Activity’s start and end dates.
        • Otherwise, the Downtime From and Downtime To fields must be manually filled in.
        • The time displayed is your local time based on your current browser settings.
  13. Click the Additional Information tab:

    • 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 Activities 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 Activities Custom Fields Customization.)
  14. Manage AttachmentsDeployment Plan Activities attachments
    If you are adding an Activity, click Save to make the Attachments button clickable. 


    1. Manage URLs:
      1. Add a URL:
        1. Click + New.
        2. Click 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 + 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
  15. Manage CommentsDeployment Plan comments
    If you are adding an Activity, click Save to make the Comments button clickable. 

        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.
            Comments cannot be deleted.
  16. Manage Activity Groups:
    1. Group Activities by clicking to select two or more Activity checkboxes and clicking Group/Ungroup Activities.
    2. Delete an Activity Group:
      1. Hover your mouse cursor over the Activity Group.
      2. Click the X.
      3. The Activities within the group will become ungrouped.
    3. Rename and change the color of Activity Groups:
      1. Hover your mouse cursor over the Activity Group.
      2. Click the pencil icon.

      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 fields, such as Text Color will populate.
        3. Click Save.
    4. Ungroup Activities by clicking to select a Group and clicking Group/Ungroup Activities.
    5. Click Collapse All Groups to close Groups.
    6. Click Expand All Groups to open Groups.
Delete an Activity
  1. To delete an Activity:

    1. Select the Activity’s checkbox on the left.
    2. Click Delete.
    3. Click Yes to confirm.
Bulk Update Activities
  1. To bulk update the Responsible, Application, Start Date, and End Date fields of Activities:

    Deployment Activity bulk update pop up now allows Activities to be date-shifted by a user-selected margin. For example, three days forward.

    1. To bulk update the Responsible field:
      The Responsible field in bulk update will soon have User Groups and user names in alphabetical order.

      1. Click the Responsible checkbox to make the Responsible drop-down menu editable.
      2. Change the Responsible Stakeholder to:
        1. Select a Responsible Stakeholder.
      3. Delete all Responsible Stakeholders:
        1. Leave the Responsible Stakeholders field blank.
    2. To bulk update the System field:
      1. Click the System checkbox to make the System drop-down menu editable.
      2. Change the System to:
        1. Select a System.
      3. Delete all Systems:
        1. Leave the System field blank.
    3. To bulk update the Planned Date & Time fields:
      1. Click the Planned Date & Time checkbox to make the fields editable.
      2. Change Planned Dates to:
        1. Change all Planned Dates to the selected ones:
          1. Select a Start Date.
          2. Select an End Date.
        2. Delete all dates:
          1. Make the Start Date and End Date blank (if it isn’t already).
          2. Select the Remove dates for empty fields checkbox.
      3. Shift Planned Start and End Dates:
        1. Select whether the dates should be moved Forwards or Backwards.
        2. Type the number of days, hours, or minutes to move the Planned Start and End Dates forwards or backwards.
    4. Click Save & Close.

1e. Activity Sets Tab (Master Deployment Plans Only)

  1. 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.

1f. Checkpoints Tab (Master and Child Deployment Plans Only)

  1. Click the Checkpoints  tab (on Master Deployment plans and child Deployment Plans):
    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 mode) 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 absent in independent Deployment Plans.
Add a Checkpoint
  1. Add a Checkpoint:

    1. Click + New.
    2. Type the Name. (Mandatory field.)
    3. Type the Description.
    4. Select a Checkpoint Time. (Mandatory field.) 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 mode.

      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.
        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 Duplicate.

      6. Delete a question by clicking the menu button and selecting Delete.
      7. Click Save & Close.
Delete a Checkpoint
  1. Delete a Checkpoint:
    1. Click to select the Checkpoint in the left-hand panel.
    2. Click Delete.

1g. Issues Tab (Master and Child Deployment Plans Only)

  1. Click the Issues tab (on Master Deployment plans and child Deployment Plans):
    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 mode, 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 modes.
    5. Issues tab is grayed out in new Master Deployment Plans until Save is clicked.
Add an Issue Question
  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 to add more answers.
      2. Free Text Area: You cannot enter any default free text.
    5. Click Save & Close.
Reorder, Duplicate, and Delete Issue Questions
  1. Reorder Issue Questions by dragging them by the sort handle. Dots sort handle
  2. Duplicate an Issue Question by clicking the menu button and selecting Duplicate.
    Questions duplicate delete
  3. Delete an Issue Question by clicking the menu button and selecting Delete.

1h. Additional Information Tab

  1. 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.)

1i. Save and Exit

  1. Click Save & Exit.

 

 

2. Approved Mode

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

2a. Update the Mode

  • Administrators with the Progress/Regress Deployment Plan user permission can put the Deployment Plan into the Execution mode by selecting Execute from the Action drop-down menu under the Information tab.
  • Or Administrators can click Move to Draft to edit the Deployment Plan.

2b. Add Issues

Issues can only be added in the Approved or Execution modes for Master Deployment Plans, or their child Deployment Plans. Issue Questions are added to Master Deployment Plans in Draft mode.  
  1. Click + New.
  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.

    1. Add an Impacted Deployment Plan:
      1. Click Add/Remove Deployment Plans.
      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.
      4. Type a Reason for removal to explain why you are removing the Deployment Plan.
        The reason for removal is listed below the Impacted Deployment Plans field.
      5. Click Submit.
    3. Click to select a Status. (Mandatory field.)
    4. Click to select a Type.
    5. The Raised on field will be automatically populated by your name, and the date and time, when you click Save.
    6. Click to select an Assignee from the Stakeholders of the Master Deployment Plan and its children.
    7. Select the Deployment Plan that is the Source Deployment Plan of the Issue.
    8. Fill in the Issue Questions.
      The Issue contains custom questions, which administrators have added to the Master Deployment Plan in the Draft mode. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
    9. Click Save.

2c. Delete an Issue

  1. Find the issue by filtering using the All Issues and Issues Impacting This Plan buttons.
  2. Click to select the Issue from the left-hand panel.
    Caution: The Issue will be deleted immediately and there is no way to recover it.

  3. Click Delete.

 

 

3. Execution Mode

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

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

3a. Open a Deployment Plan

  1. Go to Deployment > Manager.
  2. Click the Execution tab.
  3. Click a blue-linked Name to open a Deployment Plan.

3b. Information Tab

Manage Emails
Master Deployment Plans lack notification email toggle switches. Use them from their child Deployment Plans instead.
  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.

    • 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.

3c. Activities Tab

Run and complete Activities.

  1. Click the Activities  tab.
  2. Click the Grid toggle button.
  3. Grouped Activities in Execution mode are highlighted by blue lines.
  4. Click to select an Activity.
    1. Automated Activities:
      Automated Deployment Plan Activities display two cogwheels. 

      1. Click the play button  to run uploaded scripts. (This button only becomes active once a script has been uploaded and the Activity saved.)
        • Maximum script duration is 30 minutes.
        • Other users viewing the Deployment Plan Activity will see the script running.
        • Insert the following line into your script to post a progress update into the UI where the Upload New File button appears:
          notifier.progress('Completing... 4/5');
        • See Script Syntax in Integration Hub – API for other tips for creating your script.
        • Running scripts can be stopped by clicking the stop button.
      2. View the run message beside the play button.  The run message shows the status of the last time the script was run:
        • Not Run.
        • Running.
        • Passed.
        • Failed.
      3. Click View History to open a pop up showing the script execution history.
        1. Click View to open a log file.
          Scripts that have had the stop button clicked will have Job process was terminated in their log file and the job will be marked as Failed. 
      4. The script should update:
        • Activity Status.
        • Actual Start Time.
        • Actual Finish Time.
    2. Manual Activities:
      1. Click an Activity Name in the grid. The right panel slides open.
        Clicking on another Deployment Plan Activity will automatically close the current Activity and open the next one. Updates will appear live in the grid.
      2. Click to select a status from the Status. The statuses have the following circle icons:

        • Not Started. Not Started
        • In Progress: Sets Actual Start TimeIn progress
        • Issue. Issue
        • Failed. Failed
        • Completed: Sets Actual End Time.Completed
  5. 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.  
  6. Click Save.
  7. Click and fill in the Additional Information tab:

    • These are fields that administrators have added using Deployment Plan Activity Custom Fields. These fields will vary between each Plutora Test installation. Please consult your administrators for the procedure for filling in these fields.
  8. Add comments or attachments  if required.

3c. Activity Sets tab (Master Deployment Plans Only)

  1. Master Deployment Plan only: Click the Activity Sets tab:
  2. View the high-level progress of Activities within the Activity Set.

3d. Checkpoint Tab

  1. Click the Checkpoint tab.
    Checkpoints can only be answered in the Execution mode in the child Deployment Plans. Checkpoint Questions can only be created in Draft mode in the Master Deployment Plan.
  2. Respond to Checkpoint Questions:
    1. Click to select a Checkpoint in the left-hand panel.
    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 the questions in the Master Deployment Plan instead of the child.
      • 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.

3e. Issues Tab

Add an Issue
  1. Click the Issues tab.
    Issues can only be added in the Approved or Execution modes for Master Deployment Plans, or their child Deployment Plans. Issue Questions are added to Master Deployment Plans in Draft mode.  
  2. Add an Issue:
    1. Click + New.
    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. 

      1. Add an Impacted Deployment Plan:
        1. Click Add/Remove Deployment Plans.
        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.
        4. Type a Reason for removal to explain why you are removing the Deployment Plan.
        5. Click Submit.
          The reason for removal is listed in the Reasons For Removing Impacted Deployment Plan field.
    5. Click to select a Status. (Mandatory field.)
    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 mode. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
    11. Click Save.
Delete an Issue
  1. Delete an Issue:
    1. Find the issue by filtering using the All Issues and Issues Impacting This Plan buttons.
    2. Click to select the Issue from the left-hand panel.
      Caution: The Issue will be deleted immediately and there is no way to recover it.

    3. Click Delete.

3f. Additional Information Tab

  1. Click the Additional Information tab:
    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.)
  2. Administrators can go to the Information tab, click the Action menu and select Complete to complete a Deployment Plan, once all the non-optional tasks are complete.

 

 

4. Completed Mode

In Completed mode, 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.

 

 

View the Audit History of a Deployment Plan

To view the audit history of a Deployment Plan:

  1. Go to Deployment > Manager.
  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.

 

 

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