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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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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Duplicate Environments

Introduction Duplicating an Environment saves users from re-entering information. Pre-requisite You must have ‘Create Environments’ user permission. Navigation Environment > Manager Duplicate an Environment To duplicate an Environment: Go to Environment > Manager. Select the Environment that you want to duplicate. Click . Click Duplicate Environment. Enter the Environment Name. Click .

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Environment Stack

Introduction Environment Stack displays an interactive diagram of Environments. You can view the technical specs of an Environment and do a side-by-side comparison between the tech and specs of different Environments. Pre-requisite You must have the ‘View Stack’ user permission. Navigation Environment > Stack Access Environment Stack Navigate to Environment

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Export Environments To XLS (Microsoft Excel)

Export your Environments to XLS (Microsoft Excel) to back them up or use the data in another application. Export your Environments to XLS To export your Environments to XLS: Go to Environment > Manager. Select Export to XLS from the Action drop-down menu: Your Excel file should start downloading immediately. If it

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Organization Structure

Introduction Organizations usually contain a number of departments, branches, workgroups, or individuals. These are represented as the organization structure. A Portfolio Association is a single level of an organization structure. This article provides an overview of steps to add and manage a Portfolio Association. Organization Levels You can create the

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