Manage Environment Groups

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 The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Users can add, edit, and delete Environment Groups on this page and set what Systems appear in Continuous Delivery Pipelines page.

Environment Groups are a way of organizing your Environments and Environment Groups (or the Environment) can be bulk booked in Releases.
Manage Environment Groups

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

To add or edit an Environment Group:

  1. Go to Environments > Environments > Manage Environment Groups or click Manage Groups on the Environment Map.
  2. Do one of the following:
    Add: Click Add Integrated Environment Group.
    Edit: Click Details.
    Administrators can prevent users from viewing and booking 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 new Contact stakeholders Contact stakeholders button button to send an email to every stakeholder in the entire Environment Group.
    Type a single email in the From field, type a Subject, and an email Body, and click Send.

  3. View the Audit History Audit History button of the Environment Group.
  4. Copy an Environment Group URL to the clipboard:
    1. Click the Copy URL to Clipboard Copy to Clipboard URL button button.
    2. Paste the copied URL into another application or document.
    3. Users who are logged into Plutora when they click the URL will be taken directly to the record. Users who are not logged in will be prompted to do so.
  5. Under Details tab:
    1. Type a Name.
    2. Type a Description.
    3. Select a Phase from Phase Usage.
    4. Click to select a Portfolio Association.
      If administrators have selected the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission, users outside the selected Portfolio Association will be unable to view or book the Environment Group. 
    5. Click to select the Any booking will be automatically approved checkbox to make any new or changed Environment Booking automatically approved.
      This means:

      1. New TEBRs (with or without a Release) will automatically be approved and
      2. When users change the date and time of the Release Phases of EnterpriseProject, and Independent Releases, if they choose to also update booked Environments, these changed bookings will not need to be approved.

       

    6. Manage booking alerts:

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

      1. Click to select the Display booking alert checkbox to make the alert pop up appear.
      2. Type the Message that will appear in the pop up.
    7. Manage Stakeholders:
      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.


          Add New Stakeholder to Environment
        2. Select a User Name or a User Group from the Name or User Group drop down menu.
        3. Select a role from the Environment 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.
  6. Click the Additional Information tab and add or edit the information:
    • These Additional Information fields can be added or edited by administrators using the Environment Group Custom Fields Customization and they 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 Environment Group Custom Fields Customization.)
  7. Click Save & Close.

The connections between Environment Groups are mapped in the Environment Map.

To add Environments and Connectivity to an Environment Group:

  1. Go to Environments > Environments > Manage Environment Groups or click Manage Groups on the Environment Map.
  2. Click to select an Environment Group.
  3. Click Group Members tab.
  4. Live Search for Environments.
    Administrators can prevent users from viewing and booking Environment outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission
  5. Drag and drop Environments into the Group Members panel.
  6. Click Save.
  7. Click the Connectivity tab.
  8. Connect a single Environment Group to another:
    1. Select an Environment from the Source drop down menu.
    2. Select a direction from the Direction drop down menu.
    3. Select an Environment from the Target drop down menu.
    4. Select a type from the Type drop down menu.
    5. Click Batch Add.
    6. Click Save & Close.
  9. Change the connections of multiple Environment Groups at once:
    Environment Group connections bulk move

    1. Click to select two or more checkboxes in the left-hand column.
    2. Click Move Connections.
      Move Connections
    3. Select an Environment Group from the Move to drop down menu. (Mandatory field.)
    4. Click Move.
    5. Click Save & Close.

Edit connections by double clicking on them.

Once you have created an Environment Group, you can edit its display color. The display color appears in the Environment Schedule.

The default color of Environment Groups after their creation is purple (#9f56B3). 

To edit an Environment Group’s Display color:

  1. Go to Environments > Environments > Manage Environment Groups.
  2. Locate the Environment Group in the Manage Environment Groups panel.
    Use Live Search if necessary.
    Environment Groups pop up June 2017 Manage Environment Groups panel
  3. Double click the Environment Group’s Display field and:
    • Click to select a color.
      Or:
    • Type a Hex value and press Enter on your keyboard.

 

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