Introduction To Environment Schedule

The Environment Schedule page allows users to find and fix conflicting Environment Bookings by providing four different views from the View drop down menu:

  • Environment View: Environment Bookings by Environment.
    Environment View was previously called Conflict View.
  • Environment Group View: Environment Bookings by Environment Group.
  • Release View: Environment Bookings by Release.
  • Overview: Environment Bookings by Environment Group, Environment Phase, Environment System and Environment.

Environment Schedule’s user interface has been redesigned with the aim of improving usability while maintaining the previous functionality.

The Environment Schedule UI has the following features:

  1. Left-hand column:

    1. Displays Environments, Releases, Release Phases, and Systems depending on the view selected from View.
  2. Timeline:

    1. Displays the data in the form of colored bars.
  3. Legend:
    1. Shows the display color of Environment Conflicts in the Timeline.

      Environment Conflicts in the Legend were previously called Environment Clashes.
  4. View:

    1. Allows users to choose from four views so they can find and fix conflicting Environment Bookings:
      • Environment View: Environment Bookings by Environment.
        Environment View was previously called Conflict View.
      • Environment Group View: Environment Bookings by Environment Group.
      • Release View: Environment Bookings by Release.
      • Overview: Environment Bookings by Environment Group, Environment Phase, Environment System and Environment.
  5. Date range:

    1. Allow users to select the earliest and latest items that will appear in the timeline.
    2. Click to select a date from the From and To calendars then click Submit.
    3. Click Today to select today’s date.
  6. Timeline scale:

    1. Allows users to switch between timeline scales:
      • All.
      • Weekly.
      • Monthly.
      • Quarterly.
      • Yearly.
  7. Quick Filter:
    Not all filters are available for each view. Unavailable filters are grayed out.

    1. Filters on the left side of the menu allow you to filter (depending on the selected View) By System, By Environment or Environment Group, or By Release ID/Name.

      When saving or loading a filter, only the filter components (on the left) are saved or loaded. The grouping or display options on the right are not saved or loaded. See Filter by System, Environment, Environment Group, Release ID, or Release Name in Environment View below for how to save and load filters.
    2. Grouping and display options are on the right side of the menu:
      Grouping and display options will be grayed out if they are not available for that view, or if the selected filters have not found any data.

      1. Group Environments in the left-hand column of Environment Schedule by System, Environment Group, or TEBR Type.
      2. Show the:

        Show was previously Hide and the logic was reversed.

        1. Today line:
          • The Today line shows the current day in the timeline.
        2. Tooltips:
          • Tooltips are the yellow boxes full of information that appear when you hover your mouse cursor over an item in the timeline.
        3. Labels:

          • Toggle between displaying the name or title of an item or its ID.
        4. Environment Conflicts:

          • Shows the red lines that show overlaps (booking conflicts).
            Environment Conflicts were previously called Environment Clashes.
        5. Unallocated Environments:
          • Toggle the display of Environments that haven’t been allocated.
          • Unallocated Environments are listed in the left-hand column but do not have any data to display in the Timeline.
  8. Height:

    • Allow users to increase the height of rows and item bars in order to improve visibility.
  9. Tools by View:

    • Impact Analysis:
      Impact Analysis is only available when Release is selected from View.

    • Booking Display Options:
      Booking Display Options are only available when Environment Group is selected from View.

  10. Collapse All:

    • Grayed out unless it is possible to collapse the records in the left-hand column. For example, Releases in Release View.
    • Changes to Expand All after clicking.
  11. … More Tools:

In each of the four Environment Schedule views, conflicting environment bookings appear in the timeline, below the booking they are in conflict with.

For example, the environment in the image below from the Environment View, AFL STANALONE PS&M, has been booked twice for the Release IR11000.

Conflicted Environments

Conflicting environment bookings will display a bar that is one of the following colors:

    • Red: Unapproved.
    • Yellow: Pending.
    • Green: Approved.

To fix a conflict:

  1. Click to open the conflicting booking.
  2. Choose one of the following:
    1. Delete the booking.
    2. Change the dates so it no longer conflicts.

 

Environment View

Find Environment View by going to Environments > Environment Schedule and selecting Conflict from the View drop down menu.

Environment View displays:

  • Left-hand column:
    • Depending on the Group By selection from the Quick Filter:

      • None: Environments.
      • System: Environments grouped by Systems.
      • Environment Group: Environments grouped by Environment Groups.
        Environment Group was previously called Environment.
      • TEBR Type: Grayed out in this view.
    • Clicking a blue-linked Environment opens the Edit Environment pop up.
  • In the timeline are:
    • Releases:
      • Double-clicking them opens existing Environment Bookings.
      • Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings in Environment Schedule.
      • To prevent Environments from requiring approval, set them to auto approve.
    • TEBRs:
      • Double-clicking them opens the Edit TEBR pop up (with; or without a Release).
        Hover your mouse cursor over TEBR bars to open the tooltip, which now contains the TEBR Requester and TEBR Type.
    • TECRs:

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Users can now filter by Environment Group.

To filter by System, Environment, Environment Group, Release ID, or Release Name:

  1. Click Quick Filter.
  2. Click one of the green crosses.
  3. Live Search:
    1. For Systems:

      1. Type the System name.
      2. Click Clear to start a new search.
    2. For Environments or Environment Groups:

      1. Environments:
        1. Click to select the Environment radio button.
        2. Type the Environment name.
      2. Environment Groups:
        1. Click to select the Environment Group radio button.
        2. Type the Environment Group name.
    3. For Release ID/Name:

      1. Click one of the following checkboxes to restrict Live Search:
        • Enterprise.
        • Project.
        • Independent.
        • Exclude completed releases.
      2. Type the Release ID or Release Name.
      3. Click Clear to start a new search.
  4. Drag and drop items into the Selected column.
  5. Click Save & Close.
  6. Click Apply.

 

To save your filters (but not grouping or display options) so they can be loaded later:

  1. Click Quick Filter.
  2. Click Save Filter.
  3. Type a Filter Name.
  4. Type a Description.
  5. Click to select a Viewable by radio button.
  6. Click Save & Close.

 

To open a saved filter:

  1. Click Quick Filter.
  2. Click Load Filter.
  3. Select one of your saved filters from the My Filters drop down menu.
    or
  4. Select a public filter from the Public Filters drop down menu.
  5. Click Apply Filter.
    Only saved filters are loaded. Not grouping or display options.

 

 

 

 

In Environment View users can also:

To create a new TEBR:

  1. Left click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 

The name and color of the TECR row is customized in Scheduler TECR Row.

To view TECRs:

  1. Click one of the wrench buttons in the left-hand column.
    System or Environment Group must be selected under Group By from the Quick Filter.

    The TECR Row containing TECRs appears.
    Activity row
  2. Click the wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

Environment Group View

Find Environment Group View by going to Environments > Environment Schedule and selecting Environment Group from the View drop down menu.

Environment Group View displays:

  • Left-hand column:
    • Depending on the Group By selection from the Quick Filter:

      • None: Environment Groups will be listed without grouping.
        • Environment Group color is now shown in the left-hand column to make it easier to track Environment Groups when TEBR Information is toggled on.
      • System: Grayed out in this view.
      • Environment Group: Grayed out in this view.
      • TEBR Type: TEBR Type will be listed under each Environment Group.
  • Right-hand column (Timeline):
    • Releases with bookings for the Environment Groups in the left-hand column: Double clicking the Release opens the View/Edit My Environment Booking pop up.
      My Environment Booking Date fields in the pop up now allows booking of times as well as dates.
    • TEBRs (unassociated with Releases) for those Environment Groups in the left-hand column: Double clicking them opens the TEBR pop up.
      Hover your mouse cursor over TEBR bars to open the tooltip, which now contains the TEBR Requester and TEBR Type.

 

In Environment Group View users can:

To use Environment Schedule with the new TEBR Information and Release Information, and color scheme views:

  1. Go to Environment > Environment Schedule.
  2. Select Environment Group from View.
    Environment Schedule’s Environment Group View shows Releases and TEBRs.
  3. Hover your mouse cursor over the color bars to open a tooltip showing which one is a Release and which one is a TEBR:
    • The tooltip below is a Release.
      Release Env Group June 2017
    • The tooltip below is a TEBR.
      TEBR pop up Env Schedule
  4. Click the Environment Bookings to open or edit them (if you have the correct user permissions).
  5. Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle (that is 50% darker than the main color) on their bottom-left corner.
    Release Env Schedule March 2017
  6. Click Tools by View and look under Booking Display Options:

    1. Manage Booking Display Options:
      1. Click Release under Details:
        1. Click Release under Color:
          • TEBRs and Releases appear as rectangles showing the Release Color Scheme color from Environment Setup.
        2. Click Environment Group under Color:
          1. Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle (that is 50% darker than the main color) on their bottom-left corner.
            TEBR with a Release
          2. Releases appear as rectangles showing their Environment Group color.
      2. Click TEBR under Details:
        1. Click Release under Color:
          • TEBRs appear as rectangles that are the color of their TEBR Type, with a color bar at the bottom showing their TEBR Status color.
            TEBR Env Schedule June 2017
          • Releases appear as rectangles showing their Release Color Scheme color from Environment Setup.
        2. Click Environment Group under Color:

Environment Markers are labeled triangles that appear on the Environment Schedule under the Environment Group View. They can be used to represent events, deadlines or other date-based occasions.

To add or edit an Environment Marker:

    1. Go to Environment > Environment Schedule.
    2. Select Environment Group from the View drop down menu.
    3. Add: Double-click a vacant area of the Environment Schedule.
      Edit: Double-click an Environment Marker.
      The Add New Schedule Marker pop up opens.
    4. Type the Label.
    5. Select a Date.
      The Created and Requestor fields cannot be edited.
    6. Click the Color column and select a color from the drop down menu or enter a Hex value.
    7. Click to select or deselect the Show label on scheduler checkbox.
    8. Click Save & Close.

 

To create a new TEBR:

  1. Left click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 

To view TECRs:

  1. Click one of the blue wrench buttons in the left-hand column.
    The yellow TECR row appears.
  2. Click the blue wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

Release View

Find Release View by going to Environments > Environment Schedule and selecting Release from the View drop down menu.

Release View was previously called Project View.

Release View displays:

  • Releases in the left-hand column.
  • Environments booked to those Releases in the timeline: Double clicking opens the View/Edit My Environment Booking pop up.
    • My Environment Booking Date fields in the pop up now allows booking of times as well as dates.
    • Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings in Environment Schedule.
  • TECRs: If you click the blue wrench buttonsnew roll will open, showing the TECRs for that Environment. For more information, see View, Edit and Add TECRs in the TECR row below.
  • Project Delay Environment Impacts: Click Impact Analysis to show the future impacts if a Project/Release is delayed.

Most of the Quick Filter is grayed out under Release View. If filters are required, select them in Environment View, then switch to Release View.

In Release View, users can also:

To view impacts that would occur if a Project/Release is delayed:

  1. Select Release from View. (If you haven’t already.)
  2. Click Tools by View.
  3. Click Calculate Impacts of Delayed Release.
  4. Click to select a Release from the If Project/Release drop down menu.
  5. Type the number of days delayed or move the slider to select the number of days.
  6. Click to select either:
    1. Show future impacts for all Environments allocated to delayed Release:
      Or:
    2. Show future impacts only for this environment.
  7. Click Perform Analysis.

To add a new environment booking:

  1. Left click on the Timeline on the environment booking start date.
  2. Drag your mouse cursor along the timeline to the environment booking end date.
    A blue highlight appears on the timeline between the first and last date selected.
    New Booking pop up opens so you can add more information about your booking.

To view TECRs:

  1. Click one of the wrench buttons in the left-hand column.
    The yellow TECR row appears.
  2. Click the blue wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

Overview

Find Overview by going to Environments > Environment Schedule and selecting Overview from the View drop down menu.

Environment Schedule’s; new Overview view fully reflects component bookings through a tree structure, so that users can make an informed decision on what is booked where.

Overview displays the following tree structure of values:

  • Environment Group.
    • Environment Phases (‘Used for Phase’ field from Environment).
      • Environment System (‘System’ field from Environment).
          • Environment.

Due to the tree structure, Systems, Environments, and Environment Groups, the dependencies between them and all corresponding bookings for Environments and Environment Groups will be shown.

 

 

Permissions

The following user permissions are required to view and use the features of Environment Schedule.

The following user permission is required to view the Environment Schedule:

  • View Environment Manager.

 

The following user permissions are required to add and edit TECRs, TEBRs, and Environment Bookings on the Environment Schedule:

  1. Approve Environment Allocation in Scheduler.
  2. Create Environment Allocation in Scheduler.
  3. Delete Environment Allocation in Scheduler.
  4. Create Environment Booking Request.
  5. Delete Environment Booking Request.
  6. Update Environment Booking Request.
  7. Create Environment Change Request.
  8. Delete Environment Change Request.
  9. Update Environment Change Request.

Find out how to manage user permissions here;.

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.

 

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