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Add Or Edit A TEBR Without A Release

DUE LATE JULY 2020: Now, drag and drop UI styling is consistent throughout Plutora. Where an item can be dragged and dropped, the mouse cursor turns into a four-headed arrow. Areas where the item can be dropped will be marked Drop Here and will be highlighted in blue, with a darker blue dotted border.

When users need a placeholder Environment Booking, they can create a TEBR without a Release. (Users can also create a TEBR with a Release.)

TEBRs with Releases are listed under the My Environment Booking tab and the TEBR tab of the Environment Requests page.

Now, administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.


TEBR Workflow

To view the TEBR workflow:

TECR workflow

Workflows allow administrators to control the way TEBRs are processed. Using the TEBR Status Customization, administrators can set:

  • The sequence of TEBR Statuses for each TEBR Type.
  • The User Groups or User Roles that have the permission to update each TEBR Status.

For instance, a TEBR Type might have a workflow based on the TEBR Statuses: Draft > Active > Complete. All User Roles might have permission to change the TEBR Status from Draft to Active (using the Status drop-down menu) but only a Manager User Role might have permission to change the TEBR Status from Active to Complete. This workflow would allow managers to check each TEBR before it is completed.

If the Enable TEBR Workflow checkbox is selected in TEBR Status Customization, users can click Expand WorkflowExpand Workflowto view the TEBR’s workflow path. Clicking Collapse Workflow Collapse Workflow hides the workflow.



1. Details Tab

1a. Information Panel

To add or edit a TEBR without a Release:

  1. To add a TEBR, do one of the following:
    To add a TEBR, you must have the Create Environment Booking Request user permission.

    • Go to + New > Environment > TEBR.
    • Go to + New > Environment > TEBR in the navigation menu.
    • Go to Environment > Requests and click TEBR.
    • Go to Environment > Requests, click the TEBR tab, click to select a TEBR  and select Duplicate from the Action drop-down menu.
    • Go to Environment > Schedule and left-click and drag your mouse cursor along the timeline under the Environment or Environment Group Views. This will open the Add TEBR pop up.
  2. To edit a TEBR:
    To edit a TEBR, you must have the Update Environment Booking Request user permission.

    1. Go to Environment > Requests.
    2. Click the TEBR tab.
    3. Click a blue-linked TEBR Number or TEBR Title to open a TEBR.

      The text above the Information panel (in the screenshot below it says “Instructions”) is generated by TEBR Form Customization.
    4. ID is auto-generated and cannot be edited.
  3. Type a Title. (Mandatory field.)
    Administrators can make TEBR fields mandatory with the TEBR Mandatory Details Customization.
  4. Type a Description.
  5. Select a type from the Type drop-down menu.
    Selecting a Type will also select a workflow if workflows have been enabled.
  6. Select a status from the Status drop-down menu.
    If the TEBR Workflow is enabled in theTEBR Status Customization, only the Statuses that are part of the workflow for the TEBR Type can be selected. If TEBR Workflow is not enabled, all Statuses will be selectable. TEBR Statuses can be customized from the TEBR Status Customization.  
  7. Select a time slot:
    1. Click to select a Time Slot to choose an hour range:
      Administrators can create time slots using the TEBR Time Slots Customization

      • On the same day: While filling in a blank TEBR, select a Time Slot to fill in the time slot’s hour range for the current day.
      • When the date and time are already populated: While editing a TEBR, select a Time Slot to repopulate the start and end times while keeping the dates.
        If a date in the past is selected and the Do not allow past dates to be selected checkbox is selected on the TEBR Mandatory Details Customization, you will need to change the date to the future in order to save. 

  8. Manually select a start and end date and time:
    1. Select a Start Date/Time. (Mandatory field.)
    2. Select an End Date/Time. (Mandatory field.)
      • These dates and times will be updated to match the viewing user’s local time zone.
      • Environments and Environment Groups can now be booked for different duration than the overall TEBR. See Manage booked Environments and Environment Groups below and TEBR Mandatory Details Customization.
  9. Click and select a user or User Group from the Assigned To drop-down menu. (Mandatory field.)
    Hover your mouse cursor over a User Group in the Assigned To field to show the group members. 
  10. Click the blue-linked number next to the paperclip paperclip to manage attachments, such as Microsoft Word files or images: An attachment can only be added after the initial save.
    1. To add attachments:
      1. Click Add Attachment.
      2. Click to select the attachment.
      3. Click Open.
    2. To add a URL:
      1. Click Add URL.
      2. Type a valid URL in the URL Link field.
      3. Click Save & Close.
    3. To view an attachment or URL:
      1. Click the view button:
        View eye change
    4. To download an attachment:
      1. Click the download button.
        Download change attachment
    5. To delete an attachment or URL:
      1. Click the delete button.
        Delete Change attachment
  11. Manage Watchers:
    Watchers are external users, who made the booking in ServiceNow, or Plutora Users, or Plutora User Groups, who want to be informed of TEBR updates. If you are adding a new TEBR, click Save to make the Watcher options appear.

    1. Add Watchers:
      1. Click the green cross button.
      2. Click to select the External User radio button, then type the external user’s email address.

      3. Click to select the Plutora User/Group radio button, then select a User or User Group.
      4. Click Add & Add New to add another Watcher or Add & Close to close.
        Watchers will only be saved when Save or Save & Close are clicked on the TEBR pop up.  
    2. Delete Watchers:
      1. Hover your mouse cursor over the Watcher until the red delete button appears.
      2. Click the red delete button.
  12. Click Save.

1b. Additional Information Panel

The Additional Information fields will be grayed out if the mandatory fields in the Information panel are not completed and saved.

  1. Fill in the fields under the Additional information panel and tabs.
    • The Additional Information fields are fields, which administrators have added using the TEBR Custom Fields Customization.
    • These fields will vary between each Plutora installation.
    • Please consult your administrator for the procedure for filling in these fields.
      If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in TEBR Custom Fields Customization.)

1c. Project/Release Details Panel

To fill in the Project/Release Details panel:

  1. Click to select the Booking with Environment Only radio button.
    Switching the TEBR from Booking with Environment Only  to Booking with Project/Release and back again will not change the Environment booking durations, even though Environment Only TEBRs are the only kind that allow different booking durations. 

1d. System Details Panel

Systems on the TEBR pop up are now organized by Systems Subtype.

To manage System details:

    1. Add a System:

      1. Click Add/Remove Systems.
      2. Click Add/Remove Systems.
      3. Drag and drop Systems into:
        1. Impacted Systems: To show that the System is impacted by the Release.
        2. Regression Systems: To show that the Release poses a regression risk to the System.
        3. The up-to-two custom Systems Subtypes.
          The two custom Systems subtypes can be enabled using the Systems – Subtypes Customization.
      4. Click Update.
    2. Delete an Impacted System:
      1. Click Add/Remove Systems.
      2. Drag the Systems you want to remove from the Systems Subtypes on the right-hand side of the pop up to Systems Available on the left-hand side of the pop up.
      3. Click Save & Close.

1e. Environment Selection Panel

To select Environments and Environment Groups:

  1. Use Live Search to filter Environments and Environment Groups:
    1. Live Search now searches the following fields and results will be returned for both partial and full matches on search terms:
      • Description.
      • Environment Name.
      • Environment Group Name.
      • Phase Usage.
      • Scheduler Display.
      • Status.
      • System.
      • URL.
      • Vendor.
      • Icon.
    2. Click to select the:
      1. Utilized checkbox to Live Search for Environments and Environment Groups that are being used.
      2. Idle checkbox to Live Search for Environments and Environment Groups that are not being used.
        Administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission
  2. Users can now use Query Builder to filter their Environments:
    • Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Environment Public Query Builder user permission to create, edit or delete public queries.)
    • To use Query Builder, click the funnel-shaped button  on the TEBR pop up. See Manage Query Builder for more information.
    • Click the right side Query Builder button to open the quick access menu, which lists private and public queries.
  3. Click Save on new TEBRs before booking Environments or Environment Groups.
    Click to select the Select All checkbox on the left panel to select multiple Environments.
  4. Use the checkbox next to each Environment to select individual Environments or the Select All checkbox to select entire Environment Groups. Checked Environments will move together when dragged and dropped.
  5. Book:
    DUE LATE JULY 2020: Drag and drop UI styling enhancement.
    DUE LATE JULY 2020: Now, drag and drop UI styling is consistent throughout Plutora. Where an item can be dragged and dropped, the mouse cursor turns into a four-headed arrow. Areas where the item can be dropped will be marked Drop Here and will be highlighted in blue, with a darker blue dotted border.
    1. Environments by dragging them by their gray boxes onto Drop Here.
    2.  Environment Groups by dragging them by their name onto Drop Here to book entire Environment Groups at once.
      • Drop the Environment or Environment Group when you see the green tick.
      • Environment conflicts (meaning that the same Environment or Environment Group has been already booked in another Release or TEBR at the same time) will be visible as red boxes, once you have clicked Save & Close and reopened the window.
      • Automatically approved Environments will have the status In Use when booked.

      • Shared Environments will lack an Availability button when booked.
      • If the Environment’s Status has the Unbookable checkbox selected in the Environment Status Customization, or has already been booked, you will not be able to book it.
      • Environments that cannot be booked will display a red circle and slash.
        Environment cannot be booked
      • Environments can have child and grandchild Environments. Dragging and dropping an Environment with child and grandchild Environments will drop the parent Environment, and the child and grandchild Environments.
      • Environments panel (on the left) shows Environments organized into Environment Groups and allows users to drag and drop and book whole Environment Groups (or the Environments inside them).
  6. Manage booked Environments and Environment Groups:
    1. Click the X to delete the Environment Booking.
    2. Click the Environment Name to open the Environment pop up.
    3. Click the Environment Availability button (on the left) to view the booking in the Environment Schedule.
    4. Click the Environment Allocation button (on the right) to open the View/Edit My Environment Booking pop up.

      1. Manage Environment booking durations:

        1. Click Start Date or End Date to alter the booking duration:
          Environment booking Start and End Dates can now be updated so that multiple Environments and Environment Groups with different dates can be booked in the same TEBR.

          • The new Start and End Dates must fit within the overall TEBR duration, which is set in Start Date/Time and End Date/Time above.
            See TEBR Mandatory Details Customization for how to allow booking outside the TEBR duration.
          • The Start Date cannot be greater than the End Date.
        2. Update the Environment or Environment Group if desired. Environments or Environment Groups that have already been added to the TEBR will be grayed out.
        3. Update the Status.
          The Status panel will be grayed out if the user is not set as an Environment Booking Approver in the Environment’s System.
        4. Click Save & Close.
    5. To bulk approve Environment Bookings:
      1. Click to select the checkboxes of one or more Environments.
        Click to select the Select All checkbox at the top to select all the Environments in active Phases.
      2. Click Bulk Update.
      3. Click to select the Approved or Rejected checkbox.
      4. Click Save & Close:
        • The user must be selected as an Environment Booking Approver in the System belonging to the Environment.
  7. Click Save.


2. Comments Tab

The comments tab allows users to comment on the TEBR and answer other user’s comments.

  1. Click the Comments tab.
  2. To add a comment:
    1. Click the Comments tab.
    2. Type your comment into the Enter Comment Here field.
    3. Click Send.
  3. To edit a comment:
    1. Click Edit on the comment.
    2. Edit the comment.
    3. Click Update.
  4. Delete a comment:
    1. Click Delete on the comment.
    2. Click Yes.


3. Save & Close

  1. Click Save & Close.
  2. Reopen the TEBR to see Environment conflicts.



View Audit History

Click the clock-shaped button  to view the Audit History of the record. To see more information about Audit History, click here.


Copy URL to Clipboard

Users can copy a TEBR URL to the clipboard by clicking the Copy to Clipboard  button on the top right of the pop up.


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Updated on July 28, 2020

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