Add Or Edit Environments

Users can add and edit Environments on the Environment Manager page. Users can also duplicate environments.

Health check statuses can be added to an Environment via the API so it is no longer necessary to use test scripts.

1. Details Tab

To add or edit an Environment:

Users must have the Update Environment user permission.  

  1. Add:
    1. By + New:
      1. Go to + New > Environment > Manager.
        Administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.
    2. By Environment Manager:
      1. Go to Environment > Manager:
      2. Click + New Environment.
  2. Edit:
    1. Go to Environment > Manager.
    2. Click a blue-linked Environment Name.

  3. Click the Contact stakeholders button to send an email to every stakeholder in the entire Environment Group:

    1. Type a single email address into the From field.
    2. Type an email Subject.
    3. Type an email Body.
    4. Click Send.
  4. Fill in the Environment Definition form:
    1. Type an Environment Name.
    2. Add or edit Description.
    3. Select a System from the System drop-down menu:
      • The System’s My Environment Booking approvers are listed in a clickable tooltip under the System drop-down menu so users know which person to ask for permission to use the System.
      • Administrators can prevent users from selecting Systems outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission.
    4. Select an Integrated Environment Group from the Integrated with menu or:
      Integrated Environment Groups can be toggled on Environment Map.

      1. Select an existing Environment Group from the drop-down menu.
        Administrators can prevent users from selecting Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission
      2. Create a new Environment Group for the Environment:
        1. Click the and see Manage Environment Groups for the procedure.
    5.  Type the URL.
    6. Select Used for Phase.
      This menu is customized in Used For Phase Customization.
    7. Select a Scheduler Display color or type a Hex color to choose the color that is displayed in Environment Schedule.
    8. Type a Vendor.
    9. Manage Linked Environments:
      Linking Environments enables users to select a parent Environment in a TEBR (with or without a Release) or an Enterprise, Project, or Independent Release and drag and drop the Environment, its Child, and Grandchild Environments all at once.

      1. Add a Linked Environment:

        To enable Linked Environments, go to Environment Setup Customization. Environments already selected but outside the user’s Portfolio Association will be hidden if administrators select the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission. Environments outside the user’s Portfolio Association will also not be available for selection.

        1. Click a green cross.
          Green cross TEBR form questions
        2. Click the combo menu and click to select one or more of the Environment checkboxes.
        3. Click Save & Close.
      2. Apply Parent Environment Status to Child Environments:
        1. Click Apply Status to all Children.

          The Apply Status to all Children button provides a one-off Environment Status push. If you change the Parent Environment status again, the Child Environments will not automatically update and you will need to click Apply Status to all Children again.

      3. Remove an Environment link:
        1. Hover your mouse cursor over the blue Environment link until the delete button appears.
        2. Click the red delete button.
          Red delete button linked changes
    10. Click to select an Environment Status.
      This menu is customized in Status Customization
    11. Click to select an Icon:
      • Icons are displayed in the Environment Map and provide an extra layer of information about the Environment.
      • For example, whether the Environment is a Cloud Server.
    12. Click to select the This is a Shared Environment checkbox if the Environment can be booked multiple times simultaneously.
    13. Click to select the Any booking will be automatically approved checkbox to automatically approve any booking of an Environment, whether booked from a TEBR (with or without a Release) or a Release (Enterprise, Project, or Independent). The booking will stay in an approved state even if the dates of the booking are changed.
    14. Manage booking alerts:

      Booking alerts pop up to provide a user with extra information when they try to book the Environment.

      1. Click to select the Display booking alert checkbox to make the alert pop up appear.
        If you cannot see this checkbox, use the scrollbar to scroll down.
      2. Type the Message that will appear in the pop up.
  5. Manage the Health Check Dashboard status for this Environment:

    • Health Check Dashboard provides a view of the health of selected Environments, both now and over the previous 24 hours, and their associated TECRs and TEBRs.
    • Enable Health Check in Environment Setup Customization first. If Enable Health Check is disabled, all configured Environment scripts will have their schedule turned off so that they no longer run in the background.
    • *NEW* Health Check statuses can be added via the API or an uploaded test script.
    • Any health status recorded in Plutora will only be valid for a 24-hour period. If no updates are received within a 24 hour period, the current status will default back to No Data.
    • When no data is present, the Environment Health Check panel looks like this:
  6. To add or edit a Test Script:
    1. Click Add Test Script (or Edit Test Script if one has already been uploaded).
    2. Type a Job Name. (Mandatory field.)
    3. Type a Description.
    4. Click Upload New File.
    5. Select the script.
    6. Click Open.
    7. Manage Parameters:
      Parameters allow easy configuration via the UI. Parameters can also be masked for security.

      1. Click + parameters.
      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. Click the Enable toggle switch until it is blue and On.
    9. Select a Frequency (the measure or unit of time) for the script to run (mandatory field):
      • Minute.
      • Hourly.
      • Weekly.
      • Monthly.
    10. Select the interval When the script will run (mandatory field) by selecting a number. (For example,  after selecting Minute in Frequency, you could select every 5 minutes.)
    11. Click Start on and select the date for the script to start running.
    12. Click:
      • Run & Close: To run the script immediately and close the pop up.
      • Save & Close: To close the pop up and let the script run at the frequency and date selected.
  7. View the configured Health Check Dashboard information:

    1. Environment Health Check panel displays:
      1. Health Check Status: Click refresh  for the latest status.
        • NO DATA: The script has not yet run.
        • IN PROGRESS: The script is running.
        • ONLINE: The script has run and was successful. The Environment is online.
        • OFFLINE: The script has run successfully. The Environment is offline.
        • *NEW STATUS* ISSUE: The script is neither online nor offline but has an issue.
      2. Refresh: Click to get the latest statuses. 
      3. Add Test Script or Edit Test Script: Click to add a new script.
      4. Job Name: The name of the job.
      5. Next Run: The date that the script is set to run again.
      6. Schedule: The selected schedule. For example, Every 4 Hours.
      7. Last Run Status:
        • Complete: The script ran, providing a Health Check Status of ONLINE, OFFLINE, or ISSUE.
        • In Progress: The script is running.
        • Failed: The script failed to run.
      8. Last Run: The date and time of the last time the script ran.
      9. View Job History:
        1. Click View in the History column to open the script execution history pop up for that job, which contains information about every time the script has run.
        2. Click View in the pop up to open the log file of that run.
        3. Click Close to close the pop up.
  8. Fill in the Technical Specs and Configuration form:
    1. Click Add Host to add a new Host.
    2. Click to select a host and click Add Layer.
    3. Select a Layer Name from the drop-down menu.
      • See Jenkins Integration for how to use Update on Build.
      • The Layer Name drop-down menu contains the default stack layers defined in the Stack Layer Customization.
      • Double click next to Component Name to edit its Version.
      • Host Name, Component Name, and Version are free text fields.
      • A Layer cannot be saved without a Component under it.
      • View Stack opens the Environment Stack.
    4. Click to select a Summary Version checkbox for a Component to make that version number appear in Continuous Delivery Pipeline:
  9. Click the copy button Copy buttonto copy all Technical Specs Configurations to your clipboard.
    • Now, while using Environment Map or adding or editing an Environment, users can select one or more Technical Specs fields and copy them using right click copy, Control + C, or Apple Key + C.
    • The user permission Update Environments is not required to copy configurations and the copy button will be grayed out if there is no data.
  10. Import Technical Specs and Configurations from another Environment: Save time by importing configurations rather than creating them from scratch.
    If you are adding a new Environment, click Save or the Import button will be grayed out.

    1. Click to select an Environment from the Select Environment to Import Tech Specs & Config from.
    2. Click to select a radio button to choose an Import Behaviour:
      1. Import and replace all existing Tech Specs & Config: Choosing this radio button will delete and replace all existing tech specs and config. This cannot be undone.
      2. Import and append to existing Tech Specs & Config: Choosing this radio button will add the tech specs and config from the selected Environment to the bottom of the existing ones.
    3. Click Import.
  11. Check the Environment Allocation Schedule:
    • The previous Environment Allocation Schedule panel, which only showed bookings for Releases and TEBRs with a Release, has been replaced by a button.
    • The button is only clickable when editing an Environment.
    • Clicking the button:
      • Opens the Environment in Environment Schedule’s Environment View with:
        • The Grouping set to None.
        • The Timeline set from now to six months’ time.
      • Shows all bookings for that Environment, not just Release-related bookings.
  12. Click Save.



2. Additional Information Tab

The Additional Information tab contains custom fields, which administrators have added using Environment 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 Release Custom Fields Customization.)
  1. Click Additional Information tab.
  2. Fill in the fields.
  3. Click Save when you have finished.
  4. Click Stakeholders tab.


3. Stakeholders Tab

To manage the stakeholders associated with your Environment:

  1. Add a Stakeholder:
    1. Click Add Stakeholders.

      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.

    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.
    7. Click Save.
  2. Delete a Stakeholder from an Environment:
    1. Click to select a Stakeholder.
      The Stakeholder will highlight in yellow.
    2. Click Remove.


4. Linked Items Tab

See the TECRs and TEBRs associated with this Environment:

  1. Filter your linked TECRs and TEBRs by clicking the View by radio buttons.


5. Release Automation Tab

See Setting Up Jenkins Integration for how to use Release Automation tab.

Jenkins automation is no longer necessary for using Continuous Delivery Pipeline.


6. Save & Close

  1. Click Save & Close.


View Audit History

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


Copy URL to Clipboard

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


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Updated on July 28, 2020

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