Release Activities/Criteria Custom Lists allows users to add, edit or delete items from the following field types created in Release Activities/Criteria Custom Fields: List fields (drop-down menus). List select (combo boxes). Add Items to a Release Activities/Criteria Custom List To add items to a Release Activities/Criteria Custom List: Go to Settings
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.
Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users. This means that the selected users will all see the same grid columns in the same order. Location of Default Grids Customization The grids that can be given a default view using
Two-factor authentication makes logging into Plutora more secure by adding an extra layer of security to confirm your identity. Two-factor authentication does not apply for SSO users as authentication is handled by the third-party authentication service. How Does Two-Factor Authentication Work? When two-factor authentication is enabled, users are required to
Administrators can increase the security of external APIs for each site (subdomain) by whitelisting single IP addresses or IP address ranges. External API requests that come from an IP that isn’t on the whitelist will receive an Authorization has been denied for this request error message. Add or Edit an
The Home Page Customization allows administrators to select the link in the Plutora icon in the blue navigation menu. Location of the Plutora Icon Link The Plutora icon is always enabled and is on the left-hand side of the blue navigation menu. Select the Plutora Icon Link To select the link
The Quick Links Customization allows administrators to customize the quick links at the top of the Home page. Location of Quick Links in the Home Page To locate Quick Links: Click the Plutora icon in the blue navigation menu at the top of the page. Quick Links are located halfway