Introduction To Environment Manager

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.

The View by Date button now turns green when active. 
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 Environment > Environment.
  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.

 

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.

Filter used or idle Environments and by date:

  1. Click to select one of the Utilized and Idle checkboxes without selecting a date range in View by Date to see the Environments that are used or idle today:

    • View by Date only functions if only one of the Utilized or Idle checkboxes is selected.
    • If View by Date is active and the user selects both or neither of the Utilized or Idle checkboxes, View by Date will become inactive.
  2. Select one of the Utilized or Idle checkboxes along with View by Date to see used or idle Environments for that date range.
  3. Click the View by Date Range toggle switch until it is blue and On.
    Toggle Switch On
  4. Select the Start Date and End Date.
  5. Click Save & Close.
    Now the View by Date button turns green when active. 

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.

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.

  3. Click to select column checkboxes.

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 downward-pointing triangle  on the right side of the Query Builder button to open the quick access menu, which lists private and public queries.

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

 

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