Duplicate Changes

Introduction Duplicating a Change to create a new saves your time from re-entering the information. Pre-requisite You must have the ‘Create Change’ user permission. Navigation Release > Change  Duplicate a Change To bulk update Changes: Navigate to the ‘Change’ page. Search for the Change that you want to duplicate. You can

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Add/Edit A TEBR

Introduction TEBRs are used to govern the process of allocating Environments to the various projects or Agile delivery teams within your organization. TEBRs enable you to request multiple Environment Bookings for a period of time and manage each request through a process of review, conflict resolution, and confirmation. Using TEBRs

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Environment Schedule

Introduction The Environment Schedule page allows users to find and fix conflicting Environment Bookings by providing four different views from the View drop-down menu: Environment View: Environment Bookings and TECRs by Environment. Environment Group View: Environment Bookings and TECRs by Environment Group. Release View: Environment Bookings and TECRs by Release and their Phases. Overview: Environment Bookings

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Environment Impact Matrix

Introduction Environment Impact Matrix gives you a graphical view of bookings and shows whether they are Approved, Pending or Rejected against Releases. Pre-requisite You must have ‘View Impact Matrix’ user permission. Navigation Environment > Impact Matrix Environment Impact Matrix Layout a: Filter and view options b: Releases with implementation date

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Environment Map

Introduction The Environment Map page displays a selected Environment Group and its connections. Pre-requisite You must have the ‘View Map’ user permission. Navigation Environment > Map Access Environment Map Navigate to Environment > Map and select an Environment Group from the drop-down. Then click . Administrators can prevent users from

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Introduction to Systems

Introduction Systems in Plutora represent the applications and microservices that your organization is responsible for in terms of ongoing development and operational support. This may also include third party vendor applications that you use internally or as part of the services you provide for your customers. Capturing the details of

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Add/Edit Systems

Introduction This article provides a brief overview of steps to add and edit Systems in Plutora. Pre-requisite You must have ‘Create System’ and ‘Update System’ user permissions. Navigation Environment > Systems Add a System To add a System: Navigate to the ‘Systems’ page. Click .  The ‘Create New System’ page

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Delete A System

Introduction Systems can be deleted from the Systems page. You can also bulk delete Systems. Pre-requisite Users must have the Delete System user permission.  Navigation Environment > Systems Delete from the Pop-Up To delete from the pop-up: Go to Environment > Systems. Click System Name to open. Click  on the pop-up. Click Delete. Click

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Duplicate Systems

Introduction Duplicating a System saves your time from re-entering information. Pre-requisite You must have ‘Create System’ user permission. Navigation Environment > Systems Duplicate a System To duplicate a System: Go to Environment > Systems. Select the System that you want to duplicate. Click . Click Duplicate. A pop-up displays. Enter a new name for

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Bulk Update Systems

Introduction You can save time by bulk updating System 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 combo boxes). Pre-requisite You must have the ‘Update System’ user permission.  Navigation

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Add/Edit Deployment Plans

Introduction This article provides a brief overview of steps to add and edit Master Deployment Plans and Deployment Plans. To learn more, see Master/Child/Independent Deployment Plan. You can create a Master Deployment Plan or a Deployment Plan. To learn more, see Master/Child/Independent Deployment Plan. See Introduction to Deployment Plan Library

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Delete Deployment Plans

Introduction Delete Deployment Plans from the Deployment Plan Manager page. You can also bulk delete Deployment Plans. Pre-requisite You must have the following user permissions: Delete Deployment Plan Delete Deployment Plan in Completed State Navigation Deployment > Manager. Delete from the Pop-Up To delete a Deployment Plan from the pop-up:

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Update Deployment Plans Stakeholders

Introduction The ‘Update Stakeholders’ feature enables you to bulk update the Stakeholders in the Deployment Plans. Pre-requisite You must have ‘Update Master Deployment Plan’ and/or ‘Update Deployment Plan’ user permissions. Navigation Deployment > Manager Update Stakeholders To Bulk Update Stakeholders in the Deployment Plans: Go to Deployment > Manager. Select the checkboxes

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Duplicate Deployment Plans

Introduction Duplicating a Deployment Plan saves your time from re-entering information. When a Master Deployment Plan is duplicated, its Systems and Releases are not duplicated because they are assigned in, and belong to, the child Deployment Plans. When a Deployment Plan is duplicated, the Release value will not be duplicated and

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Bulk Import Deployment Plan Activities

Introduction The Bulk Import Deployment Plan Activities feature allows you to upload Deployment Plan Activities from Excel (.xlsx) files. Pre-requisite You must have Access Bulk Import user permission. Navigation Deployment > Manager Access Bulk Import Feature To access the ‘Bulk Import’ feature: Navigate to the ‘Deployment Plan Library’ page. Search

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Deployment Plan Library

Introduction Deployment Plan Library allows you to view, search and filter the Deployment Plans. Pre-requisite You must have ‘Deployment Manager’ user permission to be able to view and access the ‘Deployment Plan Library’ page. Navigation Deployment > Manager Deployment Plan Library Layout and Features a: Filter fields b: Deployment Plan

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Deployment Schedule

Introduction Deployment Schedule shows a timeline of all the Deployment Plans linked to individual Project or Independent Releases and provides a high-level status on whether or not each of the Deployments Plans are: On Time: Activities are being completed on time as per their planned dates and times. Overdue: Activities

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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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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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