Add Or Edit Systems

DUE LATE MAY 2020: Upstream and Downstream Dependencies enhancements.

Add or edit Systems from the Systems Manager page. Users can also duplicate a system.

Now, you can click the Systems back button and easily navigate back to the Systems grid or the previous page.

Add or Edit a System

To add or edit a System:

  1. Add or edit:
    1. Add:
      1. By + New:
        1. Go to + New > Other > System.
      2. By System Manager:
        1. Go to Environment > Systems.
        2. Click + New System.
      3. Under the Information panel:
        1. Type the Name. (Mandatory field.)
    2. Edit: Click a blue-linked System Name to edit a System.
      1. To edit the Name:
        1.  Hover your mouse cursor over the Name until the pen appears.
        2. Click the Name and starting typing to edit.
  2. Under the Information panel:
    1. Click to edit the Description.
      Description field now has a WYSIWYG editor and expands to fit the content.
  3. Under the Additional Information panel:
    • Additional Information is now a panel instead of a tab:
    • Field controls now only appear when the mouse cursor hovers over them.
    • Empty fields only show the field name, which saves space.
    • The Additional Information panel contains custom fields, which administrators have added using System 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 System Custom Fields Customization.)
  4. Under the Details panel:
    1. Click the Status toggle switch to label the System as active or inactive. (Mandatory field.)
    2. Type a Vendor. (Mandatory field.)
      Vendors now appear as a column on the Systems page and the Systems XLS export file.
    3. Click Portfolio Association and select from the tree menu. (Mandatory field.)
    4. Manage Aliases:
      Aliases are alternative names for the System. They must be unique and cannot be the same as the System’s Name.

      1. Add an Alias:
        System Aliases can now be managed through Plutora’s API.

        1. Type an Alias in the Alias field.
        2. Press the Enter key on your keyboard.
      2. Delete an Alias:
        1. Click the X.
  5. Under the People panel:
    1. Manage Stakeholders:
      1. Manage Stakeholders:
        1. Add a Stakeholder:
          1. Click the circle with a plus sign. 

            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(s) 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. To save the Stakeholder and add another Stakeholder: Click Save & Add New.
          7. To save the Stakeholder and close: Click Save & Close.
          8. The Stakeholder will have a red exclamation mark until the System has been saved.
        2. Delete a Stakeholder:
          1. Hover your mouse cursor over the Stakeholder.
          2. Click the delete icon. 
    2. Once there are Stakeholders saved, 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. (Mandatory field.)
      2. Type an email Subject. (Mandatory field.)
      3. Type an email Body. (Mandatory field.)
      4. Click Send.
    3. Click Environment Booking Approvers and select users or User Groups who will be capable of approving bookings for Environments linked to this System.
      Environment Booking Approvers is now a field under People panel instead of a tab.
  6. Under the System Dependencies panel:

    DUE LATE MAY 2020: Upstream and Downstream Dependencies enhancements.
    1. Click the pen icon to open the System Dependencies pop up.
      Click Save & Create New first if adding a new System. 
    2. Drag and drop Systems into Upstream System Dependencies or Downstream System Dependencies:
      • DUE LATE MAY 2020:Upstream and Downstream Dependencies are consistent across all Systems.
      • DUE LATE MAY 2020: If System A is added as an Upstream Dependency in System B, if you open System A, System B will be marked as a Downstream Dependency.
      • DUE LATE MAY 2020: Circular references are no longer possible. Selected Systems will not appear for selection in the left-hand panel.
  7. Click:
    1. New System: Save & Create New. (If you haven’t clicked it already. Otherwise, click Save.)
    2. Edited System: Save.


View Audit History

DUE LATE MAY 2020: Audit History for Systems now includes the addition of Upstream and Downstream Dependencies.

To view Audit History, open a System, then select History from the Action menu.

To see more information about Audit History, click here.


Copy URL to Clipboard

Systems page no longer has a Copy URL to Clipboard button because the URL appears in the browser location or address bar.


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