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Planview Customer Success Center

Environment Map

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Introduction

The Environment Map page displays a selected Environment Group and its connections.

Pre-requisite

You must have the ‘View Map’ user permission.

Navigation

Environment > Map

Access Environment Map

Navigate to Environment > Map and select an Environment Group from the drop-down. Then click View.png.

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.

Map1.png

Features of the Environment Map

Single connection

Colored lines between Environments shows the single connections. (Line color is set by the Connectivity Type.)

Map2.png

Multiple connections

Black, dotted lines between Environments shows the multiple connections with the same direction that have different Types. Hovering your mouse cursor over the connection number will open a tooltip listing the Types.

Map3.png

Integrated Environments

Red dotted lines between Environment Groups show the Integrated Environments. (Environment Groups are integrated with Environments from the Integrated with the field when adding or editing an Environment.)

Map4.png

View Options

Edit Environment Group

Edit the selected Environment Group by clicking Manage-Group.png. See Manage Environment Groups.

View Environment Details

Click an Environment icon to see more information about that Environment.

Map5.png

The side panel opens when an Environment is clicked to show:

  • Name.
  • System.
  • Build: This field will be visible if Builds are enabled. See Manage Builds for more details.
  • Icon: Select an icon to represent the Environment.
  • Technical Specs and Configurations.

Integrated Environment Groups on the red, dotted lines are not clickable.

You can change the Environment Icon by clicking the Icon drop-down. Icons can be chosen from the Environment Map or while adding or editing an Environment.

To close the panel, click Close.png.

Reset Environment Map

Click Reset.png to reset the Environment Map and its original position.

Manage Environment Map Display

Click EnvironmentMapsDisplayOptions.png for the following options:

  • Show Environment Names: Click to toggle the visibility of the Environment Names.
  • Show Environment Group/s: Click to toggle the visibility of the integrated Environment Groups.
  • Show Connectivity Type Info: Click to toggle the visibility of single connection types and multiple connection numbering.
  • Show Details of Multiple Connections: Click to toggle the visibility of multiple connection types.

Map6.png

Full Screen

Click View-Full-Screen.png to expand the Environment Map to the full screen.

Map7.png

Press the Escape key on your keyboard to close full-screen view.

Copy Configurations

You can select one or more Technical Specs fields on the Environment Map and copy them using right-click copy, Control + C, or Apple Key + C.

To copy the components, click Copy-1.png. Paste the copied Technical Specs component data can now be pasted into another application or document. When pasted, the component data looks like this:

host-162
Application
  Build # (1)
  Version (1.1)
Network
  IP (1.2.3.4)
Operating System
  Patch (2.3)
  Version (12.4)
Database
  Version (8.5)
Middleware
  Version (4.5)

Map8.png

To copy the version number only:

  1. Click to select an Environment icon. (Integrated Environment Groups on the red, dotted lines are not clickable.)
  2. Select a Version field.
  3. Press CTRL+C (for Windows) or the Apple Key + C (for Macs).
  4. Paste the version number into another application or document.