Introduction To Environment Manager

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Environment Manager allows users to view, search and filter their environments.

Open an environment (by clicking the blue linked Environment Name) to view, edit or delete it.

Administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

Live Search now searches not only Environment Name, but most standard fields (excluding custom fields).

To use Live Search:

  1. Go to Environments > Environments.
  2. Type your search query into the Live Search field. Your search results will appear as you type. Results will be returned for both partial and full matches on search terms.
    Press Enter to immediately perform the search.
  3. Live Search searches the following fields and results will be returned for both partial and full matches on search terms:
    • Description.
    • Environment Name.
    • Environment Group Name.
    • Phase Usage.
    • Scheduler Display.
    • Status.
    • System.
    • URL.
    • Vendor.
    • Icon.

 

 

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

To add custom field columns to the Environment Manager:

  1. Go to Environments > Environments.
  2. Select Grid Column Selector from the Action drop down menu.
  3. Drag and drop custom fields into Selected Columns.
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using Environment Custom Fields.
  4. Click Save & Close.
    The selected custom fields will appear as new columns to the right of the Status Column.

Hide custom field columns by selecting Clear Grid Column Filtering from the Action drop down menu.

It is possible to set which columns will display.

To show or hide columns using the grid column selector headings:

  1. Hover your mouse cursor over the right-hand side of a header until the header menu button appears.
    Header Menu Button
  2. Click the header menu button and select Columns.
    Add a new column
  3. Click to select column checkboxes.
    Environments column checkboxes

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

Click the Filter By buttons to filter by:

  • My Portfolio Association: Show environments for your portfolio association. Check which portfolio association you belong to in Settings.
  • I’m a Stakeholder: Show environments for which you are a stakeholder.
  • All: Show all environments.

Click to select the Utilized and Idle checkboxes to view currently used and unused environments.

To view Environments by date:

  1. Click View by Date.
    Date Range pop up
  2. Click the View by Date Range toggle switch until it is blue and On.
    Toggle Switch On
  3. Select Start Date and End Date.
  4. Click Save & Close.

To view by System or Environment Group:

  1. Click to select one of the following items from the View by drop down menu:
    1. System Name.
    2. Environment Group Name.
  2. Click Collapse All to collapse rows so that only the Systems or Environment Groups are visible.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Environment Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.
QB drop down

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on Environment Manager. See Manage Query Builder for more information.

 

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