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Introduction To Environment Schedule

DUE EARLY OCTOBER 2020: TEBR in Tools by View has been renamed Requests.
DUE EARLY OCTOBER: TEBR Type in the Quick Filter has been renamed Request Type

 

The Environment Schedule page allows users to find and fix conflicting Environment Bookings by providing four different views from the View drop-down menu:

  • Environment View: Environment Bookings and TECRs by Environment.
  • Environment Group View: Environment Bookings and TECRs by Environment Group.
  • Release View: Environment Bookings and TECRs by Release and their Phases.
  • Overview: Environment Bookings and TECRs by Environment Group, Environment Phase, Environment System, and Environment.

 

Environment Schedule UI Features

The Environment Schedule User Interface (UI) has the following features:

  1. Left-hand column:

    1. Displays Environments, Releases, Release Phases, and Systems depending on the selected View.
  2. Timeline:

    1. Displays the data in the form of colored bars.
  3. Legend:
    The legend changes depending on the content displayed.

  4. View:

    1. Allows users to choose from four views so they can find and fix conflicting Environment Bookings:
  5. Date range:

    1. Allow users to select the earliest and latest items that will appear in the timeline.
    2. Click to select a date from the From and To calendars then click Submit.
    3. Click Today to select today’s date.
  6. Timeline scale:

    1. Allows users to switch between timeline scales:
      • All.
      • Daily.
      • Weekly.
      • Monthly.
      • Quarterly.
      • Yearly.
  7. Quick Filter:
    Not all filters are available for each view. Unavailable filters are grayed out.

    1. Filters on the left side of the menu allow you to filter (depending on the selected View) By System, By Environment or Environment Group, or By Release ID/Name.
      When saving or loading a filter, only the filter components (on the left) are saved or loaded. The grouping or display options on the right are not saved or loaded. See Filter by System, Environment, Environment Group, Release ID, or Release Name in Environment View below for how to save and load filters.

    2. Grouping and display options are on the right side of the menu:
      Grouping and display options will be grayed out if they are not available for that view, or if the selected filters have not found any data.

      1. Group Environments in the left-hand column of Environment Schedule by System, Environment Group, or Request Type.
        DUE EARLY OCTOBER: TEBR Type has been renamed Request Type

      2. Show the:

        1. Today line:
          • The Today line shows the current day in the timeline.
        2. Tooltips:
          • Tooltips are the yellow boxes of information that appear when you hover your mouse cursor over a Release, a TEBR without a Release, a TEBR with Release, or a TECR in the timeline.
        3. Labels:

          • Toggle between displaying the name or title of an item or its ID.
        4. Booking & Conflict Status:
          • Shows the status of bookings as a colored line along the bottom of a booking.
          • Set to a bright red if conflicts exist.
        5. Rejected Bookings:
          • Toggle between displaying or hiding bookings that have been rejected.
        6. Unallocated Environments:
          • Toggle the display of Environments that haven’t been allocated.
          • This option is only available in Environment or Environment Group View while you have a filter applied for Systems, Environments, or Environment Groups.
          • The purpose of this filter is to show Environments that are available during a selected time period.
        7. TECR:

          • Toggle the display of the TECR rows.
          • TECRs display a triangular icon when they contain an outage.
            DUE EARLY OCTOBER: Booking Blockout Period. 
        8. Booking Blockout Period shows a time period when that Environment or Environment Group cannot be booked.
          • Booking Blockout Period appears when a Blockout has the Category Environment Booking.
  8. Height:

    • Allow users to increase the height of rows and item bars in order to improve visibility.
  9. Tools by View:

    • Impact Analysis:
      Impact Analysis is only available when Release is selected from View.

    • Booking Display Options:
      Booking Display Options are only available when Environment Group is selected from View.

  10. Collapse All:

    • Grayed out unless it is possible to collapse the records in the left-hand column. For example, Releases in Release View.
    • Changes to Expand All after clicking.
  11. … More Tools:

 

How to Recognize and Fix Environment Booking Conflicts

When Booking & Conflict Status is enabled in the Quick Filter, the status of the bookings will be indicated with a colored bar at the bottom of the booking.

The bar will be one of the following colors:

    • Green: Approved.
    • Yellow: Pending without conflicts.
    • Red: Pending with one or more conflicts. Only Pending bookings will ever show a conflict.
    • Dark Red: Rejected.

 

To fix a conflict:

  1. Reject or delete one of the conflicting bookings.
    Or:
  2. Modify the booking dates of one of the bookings.
    Or:
  3. Agree to share the Environment and approve the conflicting booking.
    Clicking a booking now opens the View/Edit My Environment Booking pop up in all views. If a Release or TEBR are linked, they can be opened from the pop up.

Environment View

Find Environment View by going to Environment > Schedule and selecting Environment from the View drop-down menu.

Environment View displays:

  • Left-hand column:
    • Depending on the Group By selection from the Quick Filter:
      • None: Environments.
      • System: Environments grouped by Systems.
      • Environment Group: Environments grouped by Environment Groups.
      • Request Type: Grayed out in this view.
    • Clicking an Environment opens the Edit Environment pop up.
  • In the Timeline are:
    • Bookings from Releases:
      • Clicking them opens View/Edit My Environment Booking pop up.
      • Open the linked Release from the link in the pop up.
      • Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings.
      • To prevent Environments from requiring approval, set them to auto-approve.
      • Color is from the Release Type.
    • Bookings from TEBRs (with or without a Release):
      • Clicking them opens the View/Edit My Environment Booking pop up.
      • Opened the linked TEBR from the link in the pop up.
        Hover your mouse cursor over TEBR bars to open the tooltip, which now contains the TEBR Requester and TEBR Type.
      • Approve or reject the booking if you have the Approve Environment Allocation in Scheduler user permission.
      • The default color for TEBRs without a Release is light blue. Bookings via a Release show the Release Type color.
    • TECRs linked to the Environment:
    • Environment Booking Blockouts:
      DUE EARLY OCTOBER 2020: Environment Booking Blockouts.

 

Filter by System, Environment, Environment Group, Release ID, or Release Name in Environment View

Users can now filter by Environment Group.

To filter by System, Environment, Environment Group, Release ID, or Release Name:

  1. Click Quick Filter.
  2. Click one of the green crosses.
  3. Live Search:
    1. For Systems:

      1. Type the System name.
      2. Click Clear to start a new search.
    2. For Environments or Environment Groups:

      1. Environments:
        1. Click to select the Environment radio button.
        2. Type the Environment name.
      2. Environment Groups:
        1. Click to select the Environment Group radio button.
        2. Type the Environment Group name.
    3. For Release ID/Name:

      1. Click one of the following checkboxes to restrict Live Search:
        • Enterprise.
        • Project.
        • Independent.
        • Exclude completed releases.
      2. Type the Release ID or Release Name.
      3. Click Clear to start a new search.
  4. Drag and drop items into the Selected column.
  5. Click Save & Close.
  6. Click Apply.

 

 

Save Filter

To save your filters (but not grouping or display options) so they can be loaded later:

  1. Click Quick Filter.
  2. Click Save Filter.
  3. Type a Filter Name.
  4. Type a Description.
  5. Click to select a Viewable by radio button.
  6. Click Save & Close.

 

 

Load Filter

To open a saved filter:

  1. Click Quick Filter.
  2. Click Load Filter.
  3. Select one of your saved filters from the My Filters drop-down menu.
    Or:
  4. Select a public filter from the Public Filters drop-down menu.
  5. Click Apply Filter.
    Only saved filters are loaded. Not grouping or display options.

 

 

Copy Filter

Copy Filter button copies a link to Environment Schedule that contains all your filters and settings.

  1. Click Copy Filter.
  2. Paste the URL into an email or another document.
    The user must be logged into Plutora to open the link.

 

 

 

 

In Environment View users can also:

Create a New TEBR

To create a new TEBR:

  1. Left-click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 

 

View, Edit and Add TECRs in the TECR row

The name and color of the TECR row is customized in Environment Schedule – TECR Row.

TECRs now display a triangular icon when they contain an outage.

To view TECRs:

  1. Toggle the TECR rows by selecting the TECR checkbox in the Quick Filter.
  2. Only TECRs that belong to the Environment will be displayed.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left-click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

 

Environment Group View

DUE EARLY OCTOBER 2020: Environment Booking Blockouts.

Find Environment Group View by going to Environment > Schedule and selecting Environment Group from the View drop-down menu.

Environment Group View displays:

  • Left-hand column:
    • Depending on the Group By selection from the Quick Filter:
      • None: Environment Groups will be listed without grouping.
        • Environment Group color is now shown in the left-hand column to make it easier to track Environment Groups when TEBR Information is toggled on.
      • System: Grayed out in this view.
      • Environment Group: Grayed out in this view.
      • Request Type: Request Type will be listed under each Environment Group.
  • In the Timeline are:
    • Bookings from Releases for the Environment Groups in the left-hand column:
      • Clicking them opens View/Edit My Environment Booking pop up.
    • Bookings from TEBRs (unassociated with Releases) for those Environment Groups in the left-hand column:
      • Clicking them opens the View/Edit My Environment Booking pop up.
    • TECRs linked to the Environment Group:
      • TECRs are now toggled through the TECR checkbox in the Quick Filter.
      • Click to open TECRs.

 

In Environment Group View users can:

Toggle between Booking Display Options

To use Environment Schedule with the new TEBR Information and Release Information, and color scheme views:

  1. Go to Environment > Schedule.
  2. Select Environment Group from View.
    Environment Schedule’s Environment Group View shows Releases and TEBRs.
  3. Hover your mouse cursor over the color bars to open a tooltip.
  4. Click the Environment Bookings to open or edit them (if you have the correct user permissions).
  5. Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle on their bottom-left corner.
    Release Env Schedule March 2017
  6. Click Tools by View and look under Booking Display Options:

    1. Manage Booking Display Options:
      1. Click Release under Details:
        1. Click Release under Color:
          • TEBRs and Releases appear as rectangles showing the Release Color Scheme color from Environment Setup.
        2. Click Environment Group under Color:
          1. Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle (that is 50% darker or lighter than the main color) on their bottom-left corner.
            TEBR with a Release
          2. Releases appear as rectangles showing their Environment Group color.
            DUE EARLY OCTOBER 2020: TEBR in Tools by View has been renamed Requests.
        3. Click Requests under Details:
        4. Click Release under Color:
          • TEBRs appear as rectangles that are the color of their TEBR Type, with a color bar at the bottom showing their TEBR Status color.
            TEBR Env Schedule June 2017
          • Releases appear as rectangles showing their Release Color Scheme color from Environment Setup.
        5. Click Environment Group under Color:

 

Add or Edit a Schedule Marker

Schedule Markers are labeled triangles that appear on the Environment Schedule under the Environment Group View. They can be used to represent events, deadlines or other date-based occasions.

Schedule Markers do not appear in the Legend. 

To add or edit a Schedule Marker:

    1. Go to Environment > Schedule.
    2. Select Environment Group from the View drop-down menu.
    3. Add: Click a vacant area of the Environment Schedule.
      Edit: Click a Schedule Marker.
      The Add New Schedule Marker pop up opens.
    4. Type the Label.
    5. Select a Date.
      The Created and Requestor fields cannot be edited.
    6. Click the Color column and select a color from the drop-down menu or enter a Hex value.
    7. Click to select or deselect the Show label on scheduler checkbox.
    8. Click Save & Close.

 

 

Create a New TEBR

To create a new TEBR:

  1. Left-click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 

 

View, Edit and Add TECRs in the TECR row

The name and color of the TECR row is customized in Environment Schedule – TECR Row.

TECRs display a triangular icon when they contain an outage.

To view TECRs:

  1. Toggle the TECR rows by selecting the TECR checkbox in the Quick Filter.
  2. Only TECRs that belong to the Environment Group will be displayed.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left-click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

 

Release View

Find Release View by going to Environment > Schedule and selecting Release from the View drop-down menu.

Release View displays:

  • Left-hand column:
    • Releases.
  • In the Timeline are:
    • Environments or Environment Groups booked from the Phases of those Releases:
      • Clicking bookings opens the View/Edit My Environment Booking pop up:
      • Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings in Environment Schedule.
    • TECRs linked to the Release (not the Phases):
      • TECRs are now toggled through the TECR checkbox in the Quick Filter.
      • Click to open TECRs.
    • Project Delay Environment Impacts: Click Impact Analysis in Tools by View to show future impacts if a Project/Release is delayed.

Only the Release ID/Name can be filtered from the Quick Filter.

 

In Release View, users can also:

View Impact Analysis

To view the impacts that would occur if a Project Release or Independent Release is delayed:

  1. Select Release from View.
  2. Click Tools by View.
  3. Click Calculate Impacts of Delayed Release.
  4. Click to select an Enterprise, Project, or Independent Release (which will all have an Implementation Date in the future) from the If release drop-down menu:

    Now, Enterprise Releases can be selected when calculating the impacts of delayed releases.
  5. Move the slider to select the number of days the Release will move. (You cannot type a number into the text field.)
    The maximum number of days is 90.
  6. Click to select either:
    1. Show future impacts for all Environments allocated to delayed Release.
      Or:
    2. Show future impacts only for this environment:
      1. You can select the Environment after clicking the radio button.
  7. Click Perform Analysis.
  8. What Impact Analysis displays:
    • The following screenshot shows how Impact Analysis displays two Releases with previously non-overlapping Bookings for two Environments when the first Release is delayed for 7 days.
    • The No. of Impacted Projects is 1. (The second Release is affected by the date slippage of the first Release.)
    • Next Available Recovery Date is the day after the adjusted end date of the last booking.
    • On the Impacted Release:
      • Green blocks show the number of days the end date of the Booking would move forward by.
      • Red blocks at the end of the booking show the number of days the booking will need to extend.
      • Existing conflicts (from before the date adjustment) will also show in red and will have moved by the same amount of time as the overlap.
    • On the Instigator Release (top row of the screenshot):
      • Green blocks show the number of days the booking will need to extend.
      • It is assumed that the Instigator Release will be taking longer rather than completely shifting, so only the end dates are affected.
    • Where there is a gap between bookings, the overlap will be the days of slippage minus the gap:
      • For example, if a Release is pushed 5 days forwards, and there is a 3-day gap between one of its Bookings and another Release’s Booking of the same Environment, the later booking will only need to be pushed out by 2 days.
    • Where a delay will result in primary impacts to multiple Releases, all those Releases will be shown.
    • But Impact Analysis only identifies primary impacted Releases:
      • For example, if you move the dates of Release 1, Release 2 will be the primary impacted Release. Moving the dates of Release 2 might impact Release 3, but Release 3 will not be shown in the Impact Analysis of Release 1.
  9. Click Close Impact Analysis to return to the normal Release view.

 

Add an Environment Booking

To add a new environment booking:

  1. Left-click on the Timeline on the environment booking start date.
  2. Drag your mouse cursor along the timeline to the environment booking end date.
    A blue highlight appears on the timeline between the first and last date selected.
    New Booking pop up opens so you can add more information about your booking.

 

View, Edit and Add TECRs in the TECR row

The name and color of the TECR row is customized in  Environment Schedule – TECR Row.

TECRs display a triangular icon when they contain an outage.

To view TECRs:

  1. Toggle the TECR rows by selecting the TECR checkbox in the Quick Filter.
  2. Only TECRs that belong to the Release will be displayed.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left-click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

 

Overview View

Find Overview by going to Environment > Schedule and selecting Overview from the View drop-down menu.

Environment Schedule’s; new Overview view fully reflects component bookings through a tree structure, so that users can make an informed decision on what is booked where.

Overview displays the following tree structure of values:

  • Environment Group.
    • Environment Phases (‘Used for Phase’ field from Environment).
      • Environment System (‘System’ field from Environment).
          • Environment.

Due to the tree structure, Systems, Environments, and Environment Groups, the dependencies between them and all corresponding bookings for Environments and Environment Groups will be shown.

The Show checkboxes in the Quick Filter will soon be editable in all views. 

 

 

User Permissions

The following user permissions are required to view and use the features of Environment Schedule.

User Permission Required to View Environment Schedule

The following user permission is required to view the Environment Schedule:

  • View Environment Manager.

 

 

User Permissions Required for TECRs, TEBRs and Environment Bookings

The following user permissions are required to add and edit TECRs, TEBRs, and Environment Bookings on the Environment Schedule:

  1. Approve Environment Allocation in Scheduler.
  2. Create Environment Allocation in Scheduler.
  3. Delete Environment Allocation in Scheduler.
  4. Create Environment Booking Request.
  5. Delete Environment Booking Request.
  6. Update Environment Booking Request.
  7. Create Environment Change Request.
  8. Delete Environment Change Request.
  9. Update Environment Change Request.

Find out how to manage user permissions here;.

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.

 

 

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Updated on September 30, 2020

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