Introduction to Environment Manager

Introduction

Environments represent each instance of a System that you have within your organization. For example, if you have ‘System 1’ and you have an individual instance for DEV, SIT, UAT, STAGE, and PROD. This would be represented by 5 individual Environments and linked to the same System 1.

Environment Manager allows users to view, search and filter their Environments. Administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Release & Verify.

Pre-requisite

You must have ‘View Environment Manager’ user permission to be able to access the Environment Manager menu.

Navigation

Environment > Manager

Environment Manager Grid Layout

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On the Environment Manager page, you can:

The Environment Manager grid displays up to 100 records on the page. Use Query Builder to build more filters.

Search and Filter Options

Filter by Query Builder

Query Builder allows you to create and save your own private searches and use public searches.

You must have the ‘Create/Delete Release Public Query Builder’ user permissions to create, edit or delete public queries.

To use Query Builder, click Query-builder-june-13-2021 (3).png. See Query Builder for more information. Clickingopens the quick access menu, which lists private and public queries.

Filter Environments with Custom Field columns

You can filter the Environments using their custom field columns. To add custom field columns to the Manager page, select Grid Column Selector from the Action (5).png drop-down menu.

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On the ‘Select Additional Columns’ dialog drag and drop custom fields into Selected Columns.

If any fields in this dialog contains Padlock-Locked-Custom-Field.png , it means that field is locked by the administrators using the Environments Custom Fields Customization. Fields can also be made uneditable or hidden by administrators using these customizations.

Click Save-and-Close (3).png. The selected custom fields will appear as new columns to the right of the ‘Builds’ column.

Filter by ‘My Filter’ Dropdown

Click on the ‘All’ drop-down to view the ‘My Filter’ options. 

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  • All: Show all Environments.
  • I’m a Stakeholder: Show Environments for which you are a stakeholder.

View by Date

Filter the Environments that are available or in use by a date range. Click ViewbyDate.png and enter the date range in the ‘Date Range’ pop-up. Then click Save-and-Close (3).png.

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The grid displays the Environments accordingly.

Filter by Availability

You can filter the Environments based on their availability:

  • In Use: Displays the Environments that are in use today or within the date range you have entered.
  • Available: Displays the Environments that are available today or within the date range you have entered.

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Viewing Options

View By

Click View By drop-down to view the data by Environment Group name or System name.

Expand All and Collapse All Buttons

Click the Collapse All/Expand All button to collapse or expand all Environment Group or System.

View Status

You can view the status of an Environment by looking at the Status column on the grid.

Show/Hide Columns

You can show or hide these columns using the grid column selector. Hover your mouse cursor over the column header to see Header-menu-button-Systems-Aug-20-2018-cropped (2).png.

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.

Export Environments to XLS

To export your Environments to XLS:

You can export only those Environments that are available on the grid. Filter your Environments using the above options to alter the data to export. 

To export to XLS, click Action (5).png and then click Export to XLS.

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Your Excel file should start downloading immediately. If it doesn’t, check your pop up blocker settings. Save the file to your hard drive if prompted.

More Information

Show User Groups

Hover your mouse cursor over a user group in the ‘Environment Mgr’ column to show the group members.

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