Manage Deployment Plan Activities

Introduction

Add and manage Deployment Plan Activities in Plutora using the ‘Activities’ tab. This article provides a brief overview of steps to access, add and manage the Activities in a Deployment Plan.

Pre-requisite

You must have the following user permissions:

Deployment PlanUser Permissions
Master Deployment PlanUpdate Master Deployment Plan
Add/Edit/Delete Activities to Master Deployment Plan in Execution mode
Update Activities Status
Child/Independent Deployment PlanUpdate Deployment Plan
Add/Edit/Delete Activities to Deployment Plan in Execution mode
Update Activities Status

Deployment > Manager

Access Activities Tab

To access the ‘Activities’ tab:

  1. Navigate to the ‘Deployment Plan Library’ page.
  2. Search for the plan. You can use the filter options available on this page.
  3. Open the plan by clicking on the Name.
  4. Click the Activities tab.

The existing Activities are displayed here.

You can view the Activities in Grid and Timeline view options.

Grid View

Click the Grid toggle button to open the Grid view.

In this view option:

  • Overdue Activities are highlighted in red.
  • You can add/edit the activities on this view. See Add/Edit Activities.
  • Activities open when clicked on Name from a sliding panel on the right.
  • You can create and manage dependency among the Activities. See Manage Activity Dependency.
  • Activities or Milestones with a padlock are locked by a Finish to Start or Start to Start dependency.
  • When an Activity is being updated by another user, will appear.
  • You will be asked to click Reload once the other user has clicked Save.
  • A sequence column shows the numbering for all Activities.
  • If you see the following error message A connection to the message management service failed close the error message and continue.
  • Activity Groups have checkboxes so you can select all the Activities in the Activity Group with one click.

Filter using Grid Column Filter

The grid column filter is the set of search fields and menus at the top of the columns, under the column headers.

If the grid column filter is a:

  • Search field: Type a search term.
  • Drop-down menu: Click to select a list item.
  • Combo box: Click to select one or more checkboxes.
  • Date field: Select a date and click .

Press the Enter key on your keyboard to run the filter.

You can show or hide these columns using the grid column selector. Hover your mouse cursor over the column header to see .

Click the button and select Columns. The list of columns available on the grid will be displayed. Select or deselect the checkboxes to show or hide columns.

Sort Activities

To sort the Activities:

  1. Hover your mouse cursor over the sort column.  appears.
  2. Drag and drop the Activities as you require to reorganize. You can drag and drop Activities in and out of Groups.

Timeline View

Under the Timeline view you can:

  • View and manage Deployment Plan Milestones, and Activities and their dependencies in a Gantt chart view.
  • View and create dependencies (arrows) between the Activities and Milestones of Master Deployment Plans and their associated child Deployment Plans on the same Gantt chart.
  • See Activities and Milestones that are locked by Finish to Start (F-S) or Start to Start (S-S) dependencies and display a padlock icon over their status icon.

Gantt Chart Layout and Navigation

Activities and Milestones information is listed in the left-hand column. View the start and end dates by hovering your mouse cursor over the Activity.

If the Deployment Plan is a Master Deployment Plan with children, the Activities from both the Master and children will appear in the left-hand column.

Hover your mouse cursor over an Activity name in the left-hand column to show the whole name.

Click an Activity or Milestone to open the edit panel and edit all the information. See Add/Edit Activities. Activities are displayed in groups, click or to expand/collapse the Activity Groups.

Activities appear in the timeline as bars and Milestones  as diamonds. The blue bars are Activity Group titles. View the timeline along the top, which can be zoomed in and out by holding down the Ctrl key on your keyboard while scrolling the mouse wheel.

Zoom in and out on a particular activity by hovering your mouse cursor over that activity, holding down the Ctrl key, and scrolling your mouse wheel. Activities and Milestones appear grouped under their Activity Group label, which cannot be dragged or dropped.

Activity Group labels will appear as vertical lines if the group does not occupy much time. For example, if only Milestones are present in the group. Hover your mouse cursor over the Activity Group to view its full title. After updating Activities or Milestones, refresh the location and size of the Gantt chart’s Activity Group labels by toggling between the Grid and the Timeline views.

Add/Edit Activities

To add a new Activity, click  on the Grid view. A ‘New Activity’ will be added on the grid. Click on it to display the ‘Activity’ panel on the right-hand side and fill in the following.

Activity Details

FieldsDescription
NameMandatory; Enter the Activity Name.
DescriptionEnter the Activity description.
SystemsSelect a System:
You can only select from the Systems chosen in the Systems field under the Information tab. To run Automated Jobs from Jenkins or Integration Hub in Deployment Activities, Systems must be selected that have the correct Automated Jobs.
EnvironmentSelect an Environment. Automated Jobs cannot be selected unless the Environment is selected.
The Environments belong to the Systems selected above.
BuildOnce a System and an Environment have been selected, you can select a Build:
See Manage Builds.
Listed Builds are also filtered depending on the selected Release. Builds can be added in Draft mode. When the Deployment Plan Activity’s status is set to Completed in Execution mode, the Environment will be updated with the selected Build.
DependencyAdd Activity Dependency. For details, see Manage Activity DependencyManage Activity Dependency.
Link to Master Deployment Plan Activity SetApplicable to Master Deployment Plans and their child Deployment Plans only; Add the Deployment Plan Activity to one or more Activity Sets by selecting the Activity Sets from this field.
Activity Sets can only be linked or unlinked in Draft mode. You must have already created Activity Set(s) in the Master Deployment Plan to be able to link.
AutomationAdd automation to perform deployments. For details, see Manage Automation.
People ResponsibleSelect the user responsible for the Activity from the drop-down.
Date & TimeSelect Start Date from Planned Start Time and End Date from Planned End Time and click .
When you know the duration of an Activity, you can set only the Planned Start Time or Planned End Time, then type the Duration in Days, Hours, or Minutes and the missing start or end time will be automatically filled in.
Is this a milestoneIf the Activity is a milestone:
If toggled on, the Planned End Time will be erased and grayed out and only the Planned Start Time will be used.
If toggled back to being an Activity, the Planned End Time will have to be typed again.
The Actual End Date will be based on the time the Milestone is marked as Complete.
Is this optionalIf the Activity is optional and there is no need to complete it before you can mark the Deployment Plan as complete.
Optional Activities and Milestones have their own status, N/A, which can be set during Execution mode. Activities and Milestones that are N/A are treated as completed and are removed from any time remaining.
Will this cause a downtimeIf the Activity will cause or experience a downtime, click this switch, which will reveal the Downtime From and Downtime To fields:
If the ‘Enable Automatic Downtime Values’ checkbox is selected in Deployment Activities Customization, the Downtime From and Downtime To fields will be auto-filled with the Activity’s start and end dates. Otherwise, the Downtime From and Downtime To fields must be manually filled in.
The time displayed is your local time based on your current browser settings. Downtimes cannot be set outside the dates of the Activity.

Additional Information

Fill in or edit the Additional Information fields These Additional Information fields can be added or edited by administrators using the Deployment Plan Activities Custom Fields Customization and they will vary between each Plutora installation. Consult your administrator for the procedure for filling in these fields.

If you lack permission to see a custom field tab’s fields, that tab will be hidden. (The permission is set in Deployment Plan Activities Custom Fields Customization.)

Comments

  • View comments: Click the number that appears next to . The existing comments display with user, date, and timestamp details.
  • Add a comment: Click  and enter your comment in Your comment field. Then click .
  • Reply to a comment: Click Reply below a comment. Enter your reply and click .
  • Edit a comment: You can only edit your own comments. Click Edit below a comment. Edit your comment and click .

Attachments

You can attach URLs and/or Files. To add a new attachment:

  1. Click
  2. Click .
  3. Select Add URL or Add File.
  4. In the case of a URL, the ‘Add URL’ pop-up displays. Enter the URL in the field and click . In the case of a File, select an attachment file and click Open.

The selected URL or file display in the ‘Attachment’ section.

  • To view an attachment, click next to the attachment.
  • To delete an attachment, click next to the attachment.
  • To download a file attachment, click  next to the attachment.

Click to close the pop-up.

To edit an existing Activity, search and click the Activity to open the pop-up and update the fields as required.

Update Activity Status

You can update the Activity status only if the plan is in the ‘Execution’ status. To know more about status, see Deployment Plan Status. Ensure that you have the permissions listed in the Pre-requisite.

In the Grid view, search and click the Activity to open. 

Automated Activity

Automated Deployment Plan Activities display  .
  • If automated jobs have been loaded (see Orchestration Using Automated Jobs): Click Run Automated Jobs. The Automated Jobs will run. If the Activity has an automated Build (see Manage Builds), the Build will be automatically deployed to the selected Environment.
  • If a Custom Script has been loaded: Click Run Script to run. (This button only becomes active once a script has been uploaded and the Activity saved.) The maximum script duration is 30 minutes. Other users viewing the Deployment Plan Activity will see the script running. Insert the following line into your script to post a progress update into the UI where the Upload New File button appears:
				
					notifier.progress('Completing... 4/5');
				
			
  • See ‘Script Syntax’ in Integration Hub for other tips for creating your script.
  • Running scripts can be stopped by clicking the stop button.

View the run message beside the play button. The run message shows the status of the last time the script was run:

  • Not Run.
  • Running.
  • Passed.
  • Failed.

Click View History to open a pop-up showing the script execution history.

Click View to open a log file. Scripts that have had the stop button clicked will have Job process was terminated in their log file and the job will be marked as Failed. 

The script should update the following:

  • Activity Status.
  • Actual Start Time.
  • Actual Finish Time.

Manual Activity

  1. Click an Activity Name in the grid. The right panel slides open.
  2. Click to select a status from the Status. The statuses have the following circular icons:
    • Not Started. 
    • In Progress: Sets Actual Start Time
    • Issue. 
    • Failed. 
    • Completed: Sets Actual End Time:. If the Activity has a selected Build, once the Activity’s status is set to Completed the selected Build will be deployed to the selected Environment.
    • N/A: . This is available only for Optional Activities and Milestones. Activities and Milestones that are N/A are treated as completed in completion bars and are removed from any time remaining.

Activities and Milestones locked by Finish to Start (F-S) or Start to Start (S-S) dependencies display a padlock icon over their status icon.

Select a Revised Start Time or a Revised End Time if the Activity is complete and the dates and times the In Progress and Completed buttons were clicked do not reflect actual start and end times.

Delete Activity

You can delete Activities in Draft/Approved/Execution status.

To delete one or more Activity(s), select the Activity(s) and click

Click on the confirmation prompt. The selected Activity(s) will be no longer available on the grid.

Bulk Update Activities

To bulk update the Activities, select two or more Activities on the grid and click . The Bulk Update pop-up displays. Fill in the following information:

FieldsDescription
Activity StatusClick the checkbox to make the Activity Status drop-down menu editable. Select an Activity Status.
The N/A status is only available if the Activities are optional.
ResponsibleClick the checkbox to make the Responsible drop-down menu editable. Update the responsible Stakeholder.
To delete all the responsible Stakeholders, leave the field blank.
SystemClick the checkbox to make the System drop-down menu editable. Update the system by selecting from the drop-down. To delete all the Systems, leave the field blank. When a System is selected, the Environment and Build can be selected.
Planned Date & TimeClick the checkbox to make the fields editable.
  • Change Planned Dates to: Select a Start Date and an End Date.

  • To delete all dates: Make the Start Date and End Date blank (if it isn’t already) and select the Remove dates for empty fields checkbox.

  • Shift Planned Start and End Dates: Select whether the dates should be moved Forwards or Backwards. Type the number of days, hours, or minutes to move the Planned Start and End Dates forwards or backwards.

Click .

Manage Activity Dependency

You can add dependency in Draft/Approved/Execution status.

Manage Dependency in Grid View

If you are adding a Deployment Plan, click  before adding a dependency.

Add Dependency

To add a dependency:
  1. Search and click the Activity to open the ‘Activity’ panel.
  2. Scroll down and click on the Dependency field.
  3. The Dependency pop-up displays. All the associated Deployment Plans (Child or Master) will appear in the Dependencies pop-up.
  4. Select the Deployment Plan.
    • If a Master Deployment Plan is selected, all the child Deployment Plans will appear in the left-hand panel, so that dependencies between Deployment Plans can be added.
    • If an independent Deployment Plan is selected, only dependencies within that Deployment Plan can be added.
  5. Drag and drop Activities to the right panel of the Dependencies pop-up. There is no limit to how many Dependencies can be added.
  6. Select a Dependency Type (mandatory).
  7. Click .
Dependency Types:
  • Finish-to-Start (F-S): Default Dependency Type; 
    • Ensures the previous (upstream) activity is finished before the current (downstream) activity is started
    • Rule: The Upstream Planned End Time must be less than the Downstream Planned Start Time
  • Start-to-Start (S-S): The start date of one activity drives the start date of another.
    • Ensures the previous (upstream) activity is started before the current (downstream) activity is started Rule: The Upstream Planned Start Time must be less than the Downstream Planned Start Time
  • Finish-to-Finish (F-F): The finish date of one activity drives the finish date of another.
    • Ensures the previous (upstream) activity is finished before the current (downstream) activity is finished Rule: The Upstream Planned End Time must be less than the Downstream Planned End Time
  • Start to Finish (S-F): The start date of one activity drives the finish date of another.
    • Ensures the previous (upstream) activity is started before the current (downstream) activity is finished Rule: The Upstream Planned Start Time must be less than the Downstream Planned End Time
Activities and Milestones locked by Finish to Start (F-S) or Start to Start (S-S) dependencies displayover their status.

Remove Dependency

Remove a Dependency by:

  • Dragging it from the right-hand column to the left-hand column in the Dependency pop-up.
  • Or by clicking the X next to the Dependency once the Dependency pop-up is closed.

Manage Dependency in Timeline View

Add Dependency

On the Timeline view:

  1. Click the Activity to create dependency.
  2. Click and drag between the circular handles that appear when you hover your mouse cursor over Activities or Milestones
  3. A dotted line appears between the Activities or Milestones.

If the dependency cannot be created, the circle will turn red:

  • An Activity from the selected Deployment Plan is being linked to an Activity in an external Deployment Plan. Creating a dependency in the reverse direction will work.
  • A circular reference is being created.

The default dependency created is Finish-to-Start, which can be edited later by clicking on the Activity or Milestone. You can create multiple dependencies. Hover over dependencies to make the line thicker and easier to see.

Remove Dependency

  1. Click the dependency line.
  2. Click on the confirmation prompt.

Manage Automation

Deployment Plan Activities with Custom Scripts, or Automated Jobs from Jenkins or Integration display .

Automated Jobs: For automated jobs: See Orchestration Using Automated Jobs.

Custom Scripts:

  1. Run a NodeJS script that performs deployments by connecting to external applications using APIs and updates fields such as the Activity Status.
  2. To upload your script: (Mandatory field), click Upload.
  3. Select the script. Only .js files can be used.
  4. Click Open.
    • There is currently no way to edit a script. You must upload a new script instead.
    • Scripts can only be run in Execution mode. See Update Activity Status for running scripts.
  5. Download the script by clicking   
  6. Upload a new script by clicking
  7. Click Run Script to make the script run.
  8. Click View History to see a list of job run logs.
  9. Delete the script by clicking X.
  10. Manage Parameters: Parameters allow easy configuration via the UI. Parameters can also be masked for security. See Script Syntax in Integration Hub for how to reference parameters in a script.
  11. Click Set Parameters. (This button only becomes active once a script has been uploaded and the Activity saved.)

Manage Activity Groups

Add Activity Group

You can group Activities by selecting two or more Activity checkboxes and clicking

Edit Activity Group

Hover your mouse cursor over the Activity Group and click .

Free Form edit:

  1. Click the Free Form radio button.
  2. Type the Group Name.
  3. Select the text color from the Text Color drop-down menu or type a hex color.
  4. Select the fill color from the Fill Color drop-down menu or type a hex color.
  5. Select the border color from the Border Color drop-down menu or type a hex color.
  6. Click .

Use a pre-defined name and colors:

Administrators can use Group Name Customization to create group names and colors. The Pre-defined Forms radio button will be grayed out if the Group Name Customization is not enabled.

  1. Click the Pre-defined Forms radio button.
  2. Select a Group Name from the drop-down menu. All the other fields, such as Text Color will populate.
  3. Click .

Delete an Activity Group

  1. Hover your mouse cursor over the Activity Group.
  2. Click X. The Activities within the group will become ungrouped.

Other Options

  • Select all the Activities in an Activity Group by clicking to select the Activity Group checkbox.
  • Ungroup Activities by clicking to select a Group and clicking Group/Ungroup Activities.
  • Click Collapse All Groups to close Groups.
  • Click Expand All Groups to open Groups.

Bulk Import

The Bulk Import Deployment Plan Activities feature allows users to upload Deployment Plan Activities from Excel (.xlsx) files. For detailed steps, see Bulk Import Deployment Plan Activities.

Export Deployment Plan Activities to XLS

To export your Activities to XLS:

  1. Open the Deployment Plan by clicking the Name.
  2. Click the Activities tab.
  3. Click .

Your Excel file should start downloading immediately without any other interaction. If it doesn’t, check your pop-up blocker settings.

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