Form Builder Customization

Form Builder Customization allows administrators to manage Initiative Management forms. What elements do IM forms contain? An Initiative Management form can contain: Tabs, which contain Sections (also known as Panels), which contain Fields.   Add or Edit IM Forms To add or edit IM forms: Go to Settings > Customization >

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Visibility of Dashboard Panels Customization

Administrators use Visibility of Dashboard Panels Customization to select which Dashboard widgets (also known as panels) are visible to each user role. Administrators can also set the visibility of Dashboard templates, which contain Dashboard tabs, which contain widgets, by user role in the Dashboard Template Administration. Make Dashboard Panels Visible to a

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Dashboard Template Administration

Dashboard Template Administration allows administrators to create Dashboard templates, which contain Dashboard tabs, which contain widgets, and set the visibility of Dashboard templates for user roles. Administrators can also set the visibility of individual widgets by user role in the Visibility of Dashboard Panels Customization. Add and Edit Dashboard Templates To add

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Customize TECR

Customize TECR tabs, drop-down menus and other fields. Details Tab The following customizations are available for the Details tab: TECR Title customizations: Title Names. Type: TECR Type. Status: TECR Status. Show on Environment Scheduler checkboxes: TECR Setup. Layer: Stack Layer. Additional Information Tab The following customizations are available for the Additional

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Raise Plutora Support Ticket

Introduction Use this knowledge base to answer your questions about Plutora and Plutora Test. For further support, you can raise support tickets and Plutora support will get in touch with you. Plutora electronic help desk and ticketing support services are available twenty-four hours per day, seven days a week. This

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Health Check Dashboard

Introduction Health Check Dashboard provides a view of the health of the selected Environments. Click an Environment to see the health of the Environment over the past 24 hours and 7 days and any associated TECRs and TEBRs. Any health status recorded in Plutora will only be valid for 7

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Subscribe To Release Notes Email

Fill in the form below to subscribe to Plutora and Plutora Test’s Release Notes email, which is sent roughly twice a month. If you wish to unsubscribe, use the link at the bottom of the Release Notes email.

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Glossary

This glossary lists and defines all the terms and acronyms you are likely to see in Plutora and Plutora Test. # | A | B | C | D | E | F | G | H | I | J | K | L | M | N |

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Get Started For Administrators

Here is how an administrator can set up Plutora from scratch. First Login When you log into Plutora for the first time, you will be the only user and your account will be set up as an administrator, so you will have full access to Plutora. It is recommended that you update

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Bulk Update TECRs

Introduction Bulk update the TECRs to save time. You can update the information like Assignee, Status etc. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes).  Pre-requisite

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View/Edit Bookings

Introduction The Bookings tab of the Environment Requests page contains the list of Bookings made by: Linking Environments to the Release, see Manage Release Environments. Adding a TEBR with a Release, see Add/Edit a TEBR. Administrators who are selected as an Approver for the Environment’s System can use the Bookings tab to approve or reject Bookings, comment

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Add Releases From Templates

Adding a Release from a template allows a user to create a Release with pre-populated data, and in the case of Enterprise Releases, potentially a pre-populated Release Manifest with child Releases as well. Release Templates are set up by administrators. User Permissions Users must have the relevant user permissions to

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Continuous Delivery Pipeline

Introduction Continuous Delivery Pipeline displays the Environment Groups that have been booked for a selected Release and allows users to track Systems and their version numbers within each Environment Group from development to production. For example: If a company’s Development, Testing, UAT, Preproduction, and Production areas each had an Environment Group,

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Bulk Update Environments

Introduction You can save time by bulk updating Environment information, stakeholders, and additional information. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes).  Pre-requisite You must have

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Bulk Update Changes

Introduction You can save time by bulk updating Changes. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of combo boxes).  Pre-requisite You must have ‘Update Change’ user permission. Navigation Release > Change  Bulk

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Plutora Analytics

Plutora Analytics (driven by Tableau) will be replacing Report Center (driven by Logi) as Plutora and Plutora Test’s embedded analytics platform. Customers using Logi reported the following challenges: Hard-coded data selection. Slow performance. Limited filtering and calculation. Poor visualization customization. Errors and instability. Plutora Analytics solves those challenges to allow: Time as a

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Tableau Help Files

Tableau provides generic help files for its software, including videos, and a community (including forums and user groups). Please find a list of relevant Tableau help files below. You can also view the Tableau release notes. Tableau.com Help Files See the help files that Tableau provides for its software. Use Tableau on

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IM Dashboard

Initiative Management (IM) Dashboard is the customizable front end of the Initiative Management module. Developers should see Use Cases And Sample Scripts For IM Dashboard. Elements in IM Dashboard? Initiatives Dashboard can contain: Dashboard Tabs, which contain Widgets (also called Sections or Blocks), which contain Section (or Widget or Block) tabs, which

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Add Calculated Fields

When your data does not contain the exact fields you want, you can set up calculated fields in Plutora Analytics. What are Calculated Fields? Calculated fields are fields created from calculations from other fields. For example, you might have fields for Changes but no field containing the number of Changes.

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Add, Print, and Export A Workbook In Plutora Analytics

Workbooks in Plutora Analytics allow users to analyze and graph data from one or more data cubes. 1. Create a workbook To create a workbook showing the list of Releases per Organization by Release Type: Go to: Plutora: Reporting > Analytics. Plutora Test: Click Plutora Analytics. Click Top-level Projects. Select All

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Command Center

Introduction Command Center provides an executive view of the overall health of a Master Deployment Plan by making Checkpoint, Issue, and Activity data visible. Pre-requisite You must have the ‘View Deployment Manager’ user permission. Navigation Deployment > Command Center Access Command Center To access Master Deployment Plan Command Center page, navigate

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Schedule Plutora Analytics

Send selected users a regular, scheduled email with the latest version of a Workbook or View as a PNG image. If users click the image, the View or Workbook will open in Plutora Analytics. Users can create an unlimited number of scheduled emails. Schedule a Workbook or View To schedule

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Initiative Management

Plutora Initiative Management (IM) allows you to extend the core Plutora Platform. It enables you to create forms to collect data, that you can then use in your analytics reports. IM forms extend the already significant Plutora data structure, to allow you to capture and store any data from any

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Bulk Delete Environment Requests (TECRs And TEBRs)

Users can save time by bulk deleting Environment Requests (TECRs and TEBRs). Users can also delete one TECR or TEBR at a time. Bulk Delete TECRs To bulk delete TECRs: Go to Environment > Requests. Click the TECR tab. Click to select two or more checkboxes. Select Delete from the

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