Users select Release KPI Metric Types when adding or editing an Enterprise Release. Enable Planned vs Actual KPI Tracking Enabling Planned vs Actual KPI Tracking allows users to set a target, for instance, the number of tests made, and keep track of progress. It is accessed by clicking to open
Blockout Period Types are selected when adding or editing a Blockout Period. Location of Blockout Period Types Blockout Period Types are found on the Add New Blockout Period or Edit Blockout Period pop ups when adding or editing a Blockout. To locate Blockout Period Types: Go to Release > Blockouts. Click
Users select Release Channel Impacting Systems when adding or editing a Project or Independent Release. Location of Release Channel Impacting Systems Release Channel Impacting Systems is a non-editable field that appears under the Project or Independent tab in the Additional Information panel. What is the Release Channel Impacting Systems Feature?
Release Tab Names allows administrators to customize the tab titles of the Enterprise, Project and Independent Release pop ups. Customize Release Tab Names To customize a tab name: Go to Settings > Customization > Releases. Click Release Tab Names. Click the radio button next to the tab name field. Type the
Users select Release Statuses when adding or editing a Release on the Enterprise, Project, and Independent Release pop ups. Location of Release Statuses Release Statuses are found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Statuses: Go to Release > Manager. Click the Releases toggle button (if present).
Release Risk Levels are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Risk Levels Release Risk Level field is found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Risk Level: Go to Release > Manager. Click the Releases toggle button
Release Phases are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Phases To locate Release Phases: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in
Release Gates are selected when adding or editing a release on the Release Manager page. Location of Release Gates To locate Release Gates: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in
Release Title customizes the words Independent and Project where they appear throughout the site. Enterprise can only be customized on tab names. Location of the Release Titles Release Titles customizes the words “Independent” and “Project” where they refer to Release types and where they appear in: Release > Manager > Releases grid.
Release System Deployment To items are selected when adding or editing a Deployment Activity under the Systems tab on the Release Manager pop up. Location of Release System Deployment To To locate the field that Release System Deployment To customizes: Go to Release > Manager. Click the Releases toggle button (if
Users select Release System Deployment Types when adding a System deployment. Location of Release System Deployment Types To locate Release System Deployment Types: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click the Systems tab: Deployment Type can be viewed in the Deployment
Release System Deployment Status customizes deployment statuses Pending, Completed and Rejected where they appear under the Systems tab in Project and Independent Releases. Location of Release System Deployment Status To locate Release System Deployment Status: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click the Systems tab.
Comments Notification Customization allows users to toggle comment notification emails (those that are not associated with a comments Email Template) on and off. When toggled on, if a user makes a comment, every other user who has made a comment the commenter will receive a comment notification email. Comment notification
The Session Timeout Customization allows administrators to add a session timeout, which is the time in minutes before idle users are automatically logged out of Plutora. Add a Session Timeout To add a Session Timeout: Go to Settings > Customization > Site Settings. Click Session Timeout. Click to select the Timeout session after radio
The Login Page Message Customization allows administrators to add, edit, and delete the message that appears to the left of the login form on the login page. Add a Login Page Message To add a login page message: Go to Settings > Customization > Site Settings. Click Welcome Message. Type and format the welcome message. Click Submit.
Introduction Plutora supports Single Sign On (SSO), a session/user authentication process that allows users to enter one username and password to access multiple applications. Note Plutora uses SP-Initiated SSO. Pre-requisite To be able to access the ‘Customization’ feature, you must have ‘Access Customizations’ User Permission. Navigation Settings > Customization Advantages
The Localization Customization allows administrators to customize the way dates are shown. Changing the date format in Plutora also changes it for Plutora Test and vice versa. For Plutora Test’s localization customization, see Manage Localization in Plutora Test. Choose Localization Formats No calculation is performed to localize data, so all
The Site Logo Customization allows administrators to add or update the site logo. Location of Site Logo The site logo is located on the top-right corner of each page under the blue navigation menu. Add a Site Logo To add a Site Logo: Go to Settings > Customization > Site Settings. Click Site
The Welcome Message Customization allows administrators to add, edit, and hide the pop up that opens when users log into Plutora. Administrators can also send users a message using the Announcements Feed. Location of the Welcome Message The welcome message appears on a pop up after a user has logged in.
The Announcements Feed Customization allows administrators to customize the moving message text at the top of each page. Administrators can also send users a message using the Welcome Message. Location of Announcements Feed Plutora’s Announcement Feed appears above the navigation menu on each page. Add an Announcements Feed To
The External URL Menu Item Customization allows administrators to add an external link menu item in the user menu. This menu item could be a link to a knowledge base or other support sources. Location of the External URL Menu Item The External URL Menu Item is located in the
The Custom Descriptions Customization allows administrators to customize the tooltips beside module page titles. Location of Custom Descriptions The Custom Descriptions tooltip appears beside the page title of each page. Hovering your mouse cursor over the i tooltip opens a yellow pop up with a description of the page’s functions.
Jira Integration allows users to synchronize data between Jira and Plutora. 1. Set Jira Time Zone Set the time zone in Jira so that the correct data synchronizes. To set the time zone in Jira: Open Jira in your browser. Log in as the user that is used for the
ServiceNow Integration allows users to synchronize data in ServiceNow with Plutora. Enable ServiceNow Integration with Basic Authentication To enable ServiceNow Integration with basic authentication: Go to Settings > Customization > Integrations. Click ServiceNow Integration. Click to select the Enable ServiceNow Integration checkbox to toggle on ServiceNow Integration. ServiceNow Integration can also be toggled off using
Menu Setup (PIR) allows administrators to show and hide the PIR menu. When Menu Setup (PIR) is enabled, the PIR drop-down menu appears in the blue navigation menu at the top of each page. Show the PIR menu and tabs To show the PIR menu and tabs: Go to Settings > Customization