Add or edit Systems from the Systems Manager page. Users can also duplicate a system.
Now, you can click the Systems back button and easily navigate back to the Systems grid or the previous page.
Add or Edit a System
To add or edit a System:
- Add or edit:
- Add:
- Edit: Click a blue-linked System Name to edit a System.
- Under the Information panel:
- Click to edit the Description.
- Under the Additional Information panel:
- The Additional Information panel contains custom fields, which administrators have added using System Custom Fields Customization and System Custom Lists 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 be hidden for that user. (The permission is set in System Custom Fields Customization.)
- Under the Automated Jobs panel:
- View a list of the most recent Jenkins builds for all the Jenkins jobs associated with the System:
- Jobs cascade down to the System’s Environments and those Environments’ TECRs.
- Jobs are run from the top of the list to the bottom. Reorder jobs by dragging and dropping.
- The version number produced by the top-listed job is used as the version number in the Environment, but only if all jobs run successfully.
- Add or edit Jenkins jobs:
Jobs must be enabled in Jenkins Customization before they can be added to a System.- Click + New Job.
- Jenkins is currently the only Application that can be selected.
- Select a Jenkins Instance.
- Select a Job.
- Select Approved Users:
- If selected, only these users or User Groups can run the job.
- If no user is selected, anyone with permission to edit the System can run the job.
- Select Job Type.
- Click Save & Close.
- Click + New Job.
- View a list of the most recent Jenkins builds for all the Jenkins jobs associated with the System:
- Under the Details panel:
- Click the Status toggle switch to label the System as active or inactive. (Mandatory field.)
- Type a Vendor. (Mandatory field.)
Vendors now appear as a column on the Systems page and the Systems XLS export file. - Click Portfolio Association and select from the tree menu. (Mandatory field.)
- Manage Aliases:
Aliases are alternative names for the System. They must be unique and cannot be the same as the System’s Name.- Add an Alias:
System Aliases can now be managed through Plutora’s API.- Type an Alias in the Alias field.
- Press the Enter key on your keyboard.
- Delete an Alias:
- Add an Alias:
- Under the People panel:
- Manage Stakeholders:
- Manage Stakeholders:
- Add a Stakeholder:
- Click the circle with a plus sign.
When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.
- Select a User Name or a User Group from the Name or User Group drop-down menu.
- Select a role from the Role(s) drop-down menu.
Administrators can add roles using the Stakeholder Role Customization. - The Email field is not editable.
- Click to select a Stakeholders RACI checkbox.
- To save the Stakeholder and add another Stakeholder: Click Save & Add New.
- To save the Stakeholder and close: Click Save & Close.
- The Stakeholder will have a red exclamation mark until the System has been saved.
- Click the circle with a plus sign.
- Delete a Stakeholder:
- Add a Stakeholder:
- Manage Stakeholders:
- Once there are Stakeholders saved, click the contact Stakeholders
button:
- Choose one of the following:
- To send the email to all the Stakeholders click to select the Send to all Stakeholders radio button.
- To select from a list of Stakeholders who will receive the email, click to select the Send to selected Stakeholders radio button:
- Type a single email address into the From field. (Mandatory field.)
- Type an email Subject. (Mandatory field.)
- Type an email Body. (Mandatory field.)
- Click Send.
- Choose one of the following:
- Click Environment Booking Approvers and select users or User Groups who will be capable of approving bookings for Environments linked to this System:
- Any user in the group can approve or reject bookings.
- Only one user in the group needs to approve or reject bookings.
- Manage Stakeholders:
- Under the System Dependencies panel:
- Click the pen icon
to open the System Dependencies pop up.
Click Save & Create New first if adding a new System. - Drag and drop Systems into Upstream System Dependencies or Downstream System Dependencies:
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.- Upstream and Downstream Dependencies are consistent across all Systems.
- If System A is added as an Upstream Dependency in System B, if you open System A, System B will be marked as a Downstream Dependency.
- Circular references are no longer possible. Selected Systems will not appear for selection in the left-hand panel.
- Click the pen icon
- Click:
- New System: Save & Create New. (If you haven’t clicked it already. Otherwise, click Save.)
- Edited System: Save.
View Audit History
To view Audit History, open a System, then select History from the Action menu.
To see more information about Audit History, click here.
Copy URL to Clipboard
Systems page no longer has a Copy URL to Clipboard button because the URL appears in the browser location or address bar.