Introduction to PIR

Plutora’s PIR (Post-Implementation Review) item is designed to support lessons learned and post-mortem activities performed after a release is implemented into Production. PIR item captures any issues that may have occurred during the life of the release, or during its go-live. It supports warranty or hyper-care phases and ensures that

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Add Or Edit PIR Items

Introduction This article provides an overview of steps to add a new or edit an existing PIR item on the PIR Manager page. Pre-requisite To be able to add and edit a PIR item, you must have ‘Create PIR Item’ and ‘Update PIR Item’ User Permissions. Navigation PIR > Manager Add/Edit

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Delete PIR Items

Introduction You can delete PIR Items from the ‘PIR Manager’ page. This article provides an overview of steps to  delete a PIR Item from the ‘PIR Manager’ grid delete a PIR Item from the ‘PIR Item’ dialog bulk delete PIR Items.  Pre-requisite To be able to delete the PIR Items,

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Delete Users

Introduction You can delete users that have left the company. You can also make users inactive so that they are not deleted, but they cannot log into Plutora. See Account Status. Pre-requisite To be able to delete a user account, you must have ‘Delete Users’ User Permissions. Navigation Settings  > User

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Reset Password

Introduction This article provides an overview of steps to reset user password reset your password Pre-requisite To be able to reset user password, you must have ‘User Management’ user permission. The user status must be ‘Active’ or ‘Inactive’ to be able to reset the password. Navigation Settings > User Management

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Unlock Users

Introduction User accounts will lock if they make five failed login attempts. Administrators can unlock their accounts. This article provides an overview of steps to unlock a user account. Pre-requisite The user’s account status must be ‘Locked’. You must have ‘Admin’ User Permissions to be able to unlock a user’s

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Manage User Permissions

Introduction Permissions give users privileges, such as access to features and functionalities. Permissions are assigned to the user roles. Users receive permissions when they are assigned a user role. When permission is toggled off for a user role, users with that role will notice that the buttons, links, and tabs

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User Management

Introduction The User Management feature in Plutora enables you to view, search, and manage user accounts.For Plutora Test User Management, see Manage Users In Plutora Test. Pre-requisite To be able to access the ‘User Management’ feature, you must be an administrator. Navigation Settings > User Management. User Management Grid Layout

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Add Or Edit Users

Introduction This article provides an overview of steps to add (or register) a new user in Plutora. Pre-requisite To be able to add a new user to Plutora, you must have ‘Create Users’ user permission. To be able to edit an existing user, you must have ‘Update Users’ user permission. Navigation

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Reassign Assignee

Introduction The Plutora users, that have left the company, may have unfinished Release Activities and may exist as Stakeholders in any of the Plutora entities. Examples of such entities are the Assigned To field in ‘Changes’ or the Responsible field in ‘Deployment Plan Activities’. The Reassign Assignee feature enables you to:

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Manage User Groups

Introduction User Groups allow multiple Users at once to be assigned to TECRs and other elements of Plutora. User Groups feature enables you to: configure email notifications to notify assignees or Stakeholders of an entity and if the assignee or Stakeholder is a Group, all users within that group will

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Resend Invitation Emails

Introduction If a newly created user has not activated their account using the email activation, Administrators can resend the invitation email. If you resend the invitation email, all the previous email invitation activation links will not work. Pre-requisite You must have ‘Admin’ User Permissions to be able to resend an

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Delete Blockouts

Introduction Deleting a Blockout Period will permanently remove it from Plutora. You can also Bulk Delete Blockout Periods. This article provides an overview of the steps to  delete a Blockout Period from the grid. bulk delete a Blockout Period. Pre-requisite You must have the ‘Delete Blockout Periods’ user permission. Navigation

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Add/Edit Changes

Introduction A Change is a request to deliver new functionality or to make updates to existing functionality, within a Release or Project. A Change lists the technical aspects of a functional change to a System and includes impacts, timings, approvals, and Stakeholders. Changes can have workflows that allows administrators to control the way Changes

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Introduction to Environment Requests

Environment Requests enable you to govern the process around Environment allocation and Environment change control within your organization. Plutora uses three distinct entities to achieve this: Test Environment Change Requests (TECRs) Test Environment Booking Requests (TEBRs) My Environment Bookings. Pre-requisite You must have access to view TECR, TEBR, and Environment

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Add/Edit A TECR

Introduction Add or edit a TECR (Test Environment Change Request) when you need to update an Environment or promote a Build to a new Environment. TECRs are used to govern changes to Environments such as: Code deployments Database Data refresh Infrastructure Updates Environment Configuration updates Network updates Server and firmware patches. TECRs

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Delete A TECR

Introduction Deleting a TECR will permanently remove it from Plutora. This article provides an overview of the steps to: delete a TECR and bulk delete TECRs. Pre-requisite To delete a TECR, you must have ‘Delete Environment Change Request’ user permission. Navigation Environment > Requests Delete a TECR To delete a

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Delete A TEBR

Introduction Deleting a TEBR will permanently remove it from Plutora. This article provides an overview of the steps to: delete a TEBR and bulk delete TEBRs. Pre-requisite To delete a TEBR, you must have ‘Delete Environment Booking Request’ user permission. Navigation Environment > Requests Delete a TEBR To delete a TEBR: Go

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Duplicate Environment Requests (TECRs and TEBRs)

Duplicating an environment request saves users from re-entering information. Only one TECR can be duplicated at a time. TEBRs can be duplicated multiple times and recreated weekly or monthly. Duplicate a TECR To duplicate a TECR: Go to Environment > Requests. Click the TECR tab. Select a TECR by clicking its checkbox.

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Export Environment Requests to XLS (Microsoft Excel)

Export your Environment Requests to XLS (Microsoft Excel) in order to back them up or use the data in another application. Export your Environment Requests to XLS To export your Environment Requests to XLS: Go to Environment > Requests. Click the TECR, TEBR or My Environment Booking tab. Select Export to

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Customize Environment Requests

Customize the Environment Request page’s tabs, drop-down menus and other fields. Page Tabs The following customizations are available for the page tabs and new request buttons: Tab titles: Title Names. Customize the Grid Column Selector The following customizations are available for the TEBR tab: Tabs, questions, fields, menus and groups: TEBR Custom Fields. List

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Add/Edit Environment Groups

Introduction Environment Groups are a way of organizing your Environments so that: Their use case can be shown. For example, UAT Environments might have their own Environment Group. Environment maps can show how they communicate with each other. You can add and edit Environment Groups on this page and set what

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Introduction to Environment Manager

Introduction Environments represent each instance of a System that you have within your organization. For example, if you have ‘System 1’ and you have an individual instance for DEV, SIT, UAT, STAGE, and PROD. This would be represented by 5 individual Environments and linked to the same System 1. Environment Manager

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Add/Edit Environments

Introduction You can add and edit Environments on the Environment Manager page. You can also duplicate environments. Pre-requisite You must have ‘Create Environments’ and ‘Update Environments’ user permissions. Navigation Environment > Manager Add an Environment To add an Environment: Navigate to the ‘Environment’ page. Click. The ‘Environment’ pop-up displays. Fill

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Delete Environments

Introduction Delete Environments from the Environment Manager page. Deleting an environment will not delete it from existing records. But it will no longer be available when creating new releases. Pre-requisite You must have ‘Delete Environments’ user permission. Navigation Environment > Manager Delete from the Pop-Up To delete an Environment from the

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