Add Or Edit A TECR

Add or edit a TECR when you need to update an Environment.

Now the name of the person who last updated the TECR and the date on which they made the update is shown in the header of each TECR.
Administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

To view the TECR workflow:

Workflows allow administrators to control the way TECRs are processed. Using the TECR Status Customization, administrators can set:

  • The sequence of TECR Statuses for each TECR Type.
  • The User Groups or User Roles that have the permission to update each TECR Status.

For instance, a TECR Type might have a workflow based on the TECR Statuses: Draft > Active > Complete. All User Roles might have permission to change the TECR Status from Draft to Active (using the Status drop down menu) but only a Manager User Role might have permission to change the TECR Status from Active to Complete. This workflow would allow managers to check each TECR before it is completed.

If the Enable TECR Workflow checkbox is selected in TECR Status Customization, users can click Expand WorkflowExpand Workflow to view the TECR’s workflow path and see who initiated each status update. Clicking Collapse Workflow Collapse Workflow hides the workflow.

 

 

To add or edit a TECR:

To add or edit a TECR:

  1. To add a TECR, do one of the following:
    To add a TECR, you must have the Create Environment Change Request user permission.

    • Go to Environments > New TECR or click TECR on the Environment Requests page.
    • Go to Environments > Environment Requests and click TECR.
    • Go to Environments > Environment Requests, click the TECR tab, click to select a TECR and select Duplicate from the Action drop down menu.
    • Go to Environments > Environment Schedule, select Conflict View, Project View or Environment Group View from the Switch to drop down menu. Click the wrench button , then left click and drag your mouse cursor along the TECR row timeline. This will open the Add A New TECR pop up for the dates selected.
  2. To edit a TECR:
    To edit a TECR, you must have the Update Environment Change Request user permission.

    1. Go to Environments  > Environment Requests.
    2. Click the TECR tab.
    3. Click to open a TECR.
  3. Type the Title.
  4. Select the Release from the Release Name drop down menu.
    • Only Releases that do not have an End State will appear in the menu.
    • Now you can filter Changes under the Linked Change tab by the Release that you select here.
  5. Select a User or User Group from the Assigned To drop down menu.
    Hover your mouse cursor over a User Group in the Assigned To field to show the group members. 

    The Requestor field is not editable.
  6. Select a Start Date.
  7. Select an End Date.
    Start Date and End Date will be adjusted automatically to match the viewing user’s time zone.
  8. Select a Type from the Type drop down menu.
  9. Select a Status from the Status drop down menu.
  10. Click to select Yes or No for the Show on Env. Scheduler checkboxes.
  11. Click the blue linked number next to the paperclip paperclip to manage attachments, such as Microsoft Word files or images:
    1. To add attachments:
      1. Click Add Attachment.
      2. Click to select the attachment.
      3. Click Open.
    2. To add a URL:
      1. Click Add URL.
      2. Type a valid URL in the URL Link field.
      3. Click Save & Close.
    3. To view an attachment or URL:
      1. Click the view button:
        View eye change
    4. To download an attachment:
      1. Click the download button.
        Download change attachment
    5. To delete an attachment or URL:
      1. Click the delete button.
        Delete Change attachment
  12. Click to select Yes and Start Time and End Time if the TECR contains an outage:
  13. Type a Description.
  14. Click Add Environment.
    • If the Environment’s Status has the Unbookable checkbox selected in the Environment Status Customization, you will not be able to book it.
    • Administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission.
  15. Select an Environment or Environment group from the drop down menus.
    You can only select one Environment or Environment Group at a time. Repeat to select more.
  16. Click Save & Close.
  17. Sort Environments along the Progression Path by dragging and dropping them.
  18. Click Add Start Time and add a start time for each Environment or Environment group.
  19. Click Add End Time and add an end time for each Environment or Environment group.
  20. Manage component value updates:
    Use TECRs to manage component value updates, for example, changing the version number from 1.1 to 1.2.

    1. Click Add Layer to be changed on each Environment.
      Add layer to be changed
    2. Select the Host from the drop down menu.
    3. Select the Layer from the drop down menu.
    4. Select a layer from the Component drop down menu.
    5. Type a New Component value.
    6. Click Save & Close.
    7. Select a Status:
      • This is usually a status like Pending if the update will be moderated by administrators.
      • Administrators can moderate the updates by changing the status from Pending to Completed.
      • For the moderation process to work:
        • Administrators must have their User Role selected for each TECR Status (or the status will be grayed out; this is particularly important if no TECR workflow is enabled).
        • There must be a Completed TECR Status set up.
        • Once the Status has been set to Completed and saved the component version will be updated in the Environment and in the TECR.
          Multiple Layers of the same Environment are now updated simultaneously. When the Status is changed to Completed, all component values will be updated.
  21. Use Jenkins to manage Environment changes:
     Jenkins Integration has been enhanced to allow multiple instances of Jenkins, one-click Environment changes, and much more. Users must have the Update TECR user permission to build in Jenkins.

    1. Click Jobs: Opens the fields that are also found in the Environment’s Release Automation tab. See sections 4-6 above for how to fill them in.
    2. Click Build: If there is a build that is “Ready to build”, clicking Build will start it.  The “Ready to build” status bar will show the numbered progress through the jobs, for example, 2 of 5.
    3. Click View History: Shows the list of logs from each build. Each job has its own log.
  22. Click Save.

The Additional Information tab contains custom fields, which administrators have added using TECR Custom Fields Customization. These fields 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 TECR Custom Fields Customization.)

  1. Click Additional Information tab.
  2. Fill in the fields.
  3. Click Save when you have finished.

This tab allows users to keep track of the Changes linked to their TECR.

To manage the Linked Change tab:

  1. Click the Linked Change tab.
  2. Click the Filter by Associated Release/Remove Associated Release Filter toggle button to switch between all Changes and only the Changes associated with the Release you selected under the Details tab. If the button is grayed out, click Save.
  3. Drag and drop Changes from the Available panel into the Change connected to TECR panel.
    • Move multiple Changes at once by selecting the checkboxes in the left-hand column and dragging and dropping. Click the checkbox at the top of the column to select all Changes.
  4. Click Save.

The comments tab allows users to comment on the TECR and answer other user’s comments.

To add a comment:

  1. Type your comment into the Enter Comment Here field.
  2. Click Send.

To edit a comment:

  1. Click Edit on the comment.
  2. Edit the comment.
  3. Click Update.

Delete a comment:

  1. Click Delete on the comment.
  2. Click Yes.

  1. Click Save & Close.

 

Click the clock-shaped button  in the TECR pop up header to view the Audit History of the record. To see more information about Audit History, click here.

Users can copy a TECR’s URL to the clipboard by clicking the Copy to Clipboard  button on the top right of the pop up.

Users can add the TECR to their TECR Favorites by clicking the Add to Favorites button  on the top right of the pop up.

 

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