View Plutora Audit History

The Plutora Audit History of a record contains a searchable history of the events and updates associated with that record. For Plutora Test’s Activity History, click here. How to View the Audit History To view the Audit History of a record: Click the Audit History button at the top-right corner of […]

Manage Organization Structure

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. Organization Levels Plutora allows users to create the following five levels of organization structure: Company. Division. Department. Team. Subteam.   Add […]

Migrating IM Forms

Users may develop an IM form in a Development instance of Plutora and need to move the form into the Production instance. The following article shows how to set up the new instance of Plutora so you can move the IM form. 1. Check that IM is activated In the […]

Introduction To Activities By Status

Activities By Status shows live-updating tables of Deployment Plan Activities from the Deployment Plans associated with the selected Releases and Environment Groups. The Activities By Status page is blank until you choose Releases or (Environment) Groups and click View. View Activities By Status To view Activities By Status: Go to […]

Copy A URL To The Clipboard

Clicking the Copy URL to the Clipboard button  in the blue header of pop ups allows users to paste a record’s URL into emails and documents. Users who click the URL and are: Not logged into Plutora: Will be able to view the record. Logged into Plutora: Will be able to view […]

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 […]

View Environment Stack

Environment Stack displays an interactive diagram of Environments. Browse Environments To browse environments: Go to Environment > Stack. Environment Asset Layers is the top level. Click to open lower layers: Blue dots: Click to open. White dots: This environment layer is fully open. Click View Full Screen to hide the […]

Duplicate Environments

Duplicating an Environment saves users from re-entering information. Duplicate an Environment To duplicate an Environment: Go to Environment > Manager. Click to select an Environment checkbox (left-hand column). Select Duplicate Environment from the Action drop-down menu. Edit the Environment Name. Click Duplicate.  

Delete Environments

Delete Environments from the Environment Manager page. Delete an Environment Deleting an environment will not delete it from existing records. But it will no longer be available when creating new releases. To delete an Environment: Go to Environment > Manager. Delete from the Environment Manager page: Click to select an Environment checkbox […]

Add Or Edit Environments

Users can add and edit Environments on the Environment Manager page. Users can also duplicate environments. 1. Details Tab To add or edit an Environment: Add: By + New: Go to + New > Environment > Manager. By Environment Manager: Go to Environment > Manager: Click + New Environment. Edit: Go to Environment […]

Introduction To Environment Manager

Environment Manager allows users to view, search and filter their Environments. Open an Environment (by clicking the blue-linked Environment Name) to view, edit, or delete it. Live Search Live Search now searches not only Environment Name, but most standard fields (excluding custom fields). To use Live Search: Go to Environment > Environment. Type […]

Manage Environment Groups

Users can add, edit, and delete Environment Groups on this page and set what Systems appear in Continuous Delivery Pipeline page. Environment Groups are a way of organizing your Environments and Environment Groups so that: Their use case can be shown. For example, UAT Environments might have their own Environment […]

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 […]

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. Duplicate a TECR: Click the TECR tab. Select a TECR by […]

Delete A TEBR

TEBRs can be deleted from the Environment Requests page. TEBRs can also be bulk deleted. Delete a TEBR To delete a TEBR: Go to Environment > Requests. Click the TEBR tab. To delete a TEBR from the TEBR pop up: Click a TEBR Number or TEBR Title to open the TEBR. Click Delete. […]

Delete A TECR

TECRs can be deleted from the Environment Requests page. TECRs can also be bulk deleted. Delete a TECR To delete a TECR: Go to Environment > Requests. Click the TECR tab. To delete a TECR from the TECR pop up: Click a TECR Number or TECR Title to open the TECR. Click Delete. […]

How Do The Flavors Of SSO Work?

How do the following flavors of SSO work?: SAML. WS-Federation Services with SAML. 1. How does SAML work? How Plutora AD (SAML) Integration SSO works If your company is set up for SSO, you will be directed to your company’s SSO page and back to Plutora when you log in. […]

Add Or Edit A TECR

Add or edit a TECR when you need to update an Environment.   TECR Workflow Workflows allow administrators to control the way TECRs are processed. Using the TECR Status Customization, administrators can set: The sequence of TECR Statuses for each TECR Type. The User Groups or User Roles that have […]

Introduction To Environment Requests

The Environment Requests page allows users to view, search and filter their TECRs, TEBRs, and My Environment Booking requests. Open a Request by clicking the blue links on the left. You can then view, edit or delete the Request.   Page Tabs The Environment Requests page contains the following tabs. […]

Export Changes to XLS (Microsoft Excel)

Export Changes to XLS (Microsoft Excel) in order to back them up or use the data in another application. Export your Changes to XLS To export your Changes to XLS: Go to Release > Change. Select Export to XLS from the Action drop-down menu. Your Excel file should start downloading immediately. If […]

Add Or Edit Changes

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. Users can add and edit Changes on the Change page. […]

Delete Blockouts

Delete Blockout Periods from the Blockout Periods Manager page. Delete a Blockout Period To delete a Blockout Period from the Blockout Period page: Go to Release > Blockouts. Click to select one or more checkboxes. Select Delete from the Action drop-down menu. Click Yes to confirm. To delete a Blockout Period from its pop […]

Known Issues

On this page are all the known issues affecting Plutora. Grammarly Grammarly Chrome extension causes the Release pop up Additional Information tab to load incredibly slowly, especially if there is a large amount of user-entered text. Turn off Grammarly for Plutora to make the site load properly again. To turn […]