Send Broadcast Emails

Introduction The Send Broadcast feature in the User Management allows you to broadcast email notifications to Users and User Groups. Use this feature to send emails to the Users and User Groups to notify them of an important update, an activity that needs their action, etc. Pre-requisite To be able to send

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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 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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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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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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Activities By Status

Introduction Activities By Status shows a live-updating grid of Deployment Plan Activities from the Deployment Plans associated with the selected Releases and Activities Groups. The Activities By Status page is blank until you choose Releases or (Activities) Groups and click View. Activity Status titles can be customized in Deployment Activities Customization Pre-requisite You must have the ‘View

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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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Plutora Feature Release Notes Late December 2019

Features Included in the Late December 2019 Release Version Number* 2.0.0 *Version Number Changes The Plutora application is moving to a <Major Release>.<Minor Release>.<Patch Release> version number format for deployments. For this release, to make version numbering consistent across the product, we are incrementing our Major Release number to 2.

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Plutora Feature Release Notes Late January 2020

Features Included in the Late January 2020 Release Version Number 2.1.0 Regional Release Schedule Type Schedule User Acceptance Testing January 21, 2020 Asia-Pacific Release January 28, 2020 2:00 pm – 5:00 pm AEDT Europe Release January 29, 2020 11:00 pm – 2:00 am GMT Americas Release January 29, 2020 7:00

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