Enterprise Release Manager

ERM Home

Components under the ERM Home section allow users to navigate to pages which provide composition views across the Enterprise Release Manager.

Select an option from the side menu for instructions and an overview of each section.

ERM Master Dashboard

An Enterprise Release is a portfolio of associated and time-boxed projects.

The ERM Master Dashboard displays your Enterprise Releases and their Composition. The latter includes:

  • Number of active releases.
  • The current project composition of your releases (i.e. total projects In-Scope, Submitted and Closed).
  • Areas (Systems) affected by your Enterprise Release (i.e. Code changes, Configuration changes, Regression usage).
  • Risk of constituent projects (High, Medium, Low).
  • The complexity of the constituent projects (High, Medium, Low).

Use the tabs to change the graphs between ‘chart’ and ‘grid’ view

Click the colours in the legend boxes to toggle the visibility of specific data

ERM Activity View

This report shows you important activity for all current releases.

You can view the summary widgets at the top: Open Release, Open Projects, Open Risks/Issues, Open Implementation Steps. You can also view further listed release details by scrolling down to the appropriate sections.

You can expand each coloured summary widget by clicking More info.

ERM Personal View

ERM Personal View provides you (user currently logged in) primarily with a central place to explore releases and projects you are assigned to. This view also provides a list of project Risks/Issues that are assigned to you personally, in addition to displaying any implementation steps (activities) that you are responsible for.

Implementation Plans are assigned to projects within a release to ensure that a correct sequence of events (implementation steps) are followed during the production deployment window.

You can expand each coloured summary widget by clicking More info.

ERM Reports

ERM Release Reports

This section contains an array of reports relaying information concerning an organisation’s enterprise release activity.

Select an option from the side menu for instructions and an overview of each section.

Release Dashboard

ERM Release Dashboard displays the current details of each release. You can select the release being viewed from the dropdown box at the top of the screen.

The details that are shown from each release include: the number of participants, systems, code changes, contentions, dependencies and the complexity score.

You can expand each coloured summary widget by clicking More info.

The main widgets display more information about the release (e.g. project submission status, RAG status of projects, system usage) in both graphical and tabular format.

Hover over chart items for more information

Charts can be exported in SVG, PNG and JPEG format.

Release Schedule

The Release schedule (high-level) highlights the constituent projects of each Enterprise Release. This displays the status of projects, percentage of completion and timeframe of projects, grouped by release.

You can use the Date Filter on the left panel to view all projects within a particular window of time. The date range for this filter must be within the previous 180 days, and no more than 360 days in the future.

You can explore and/or edit any of these projects by simply clicking on the relevant timeline.

Release Scope

The Release Scope lists all projects that have been assigned to an Enterprise Release. Key details displayed include: project name, project status, RAG status (health), project manager, and which systems are expected to be used, changed, or simply interacted with.

Filter by Release on the left panel, or click the clear filters icon to view all projects.

You can use the View button to deep-dive into a project to explore it and perform edits.

Milestone Schedule

The Milestone Schedule Report displays the key milestones and gates associated with an enterprise release. All projects within your release are expected to follow these milestones closely to ensure that they meet the gate criteria.

ERM Milestones and Gates promote cross-project alignment and ultimately ensure early visibility of delivery delays.

Filter by Release on the left panel, or click the clear filters icon to view all projects in the timeline.

Click on the timeline elements to explore/edit the milestones/gates.

Milestone Dates

The Milestone Dates matrix displays your gates by activity type (e.g. select Mandatory Deadline from the left to show milestones with mandatory deadlines only). This matrix shows you the start and end time for each milestone assigned to an Enterprise Release.

Release Gate Report

The Release Gate Report displays your milestone dates and their relevant projects, grouped by release and activity type (e.g. select Phase from the left to show phase milestones only). This report shows you the start and end time for each gate, along with its percentage complete.

Gates can be filtered by narrowing down the timeframe, or by selecting a specific release.

Release Backout Matrix

The Release Backout matrix shows the level of dependency between the release’s various projects.

Results can also be filtered by dates (From & To) and release via the left panel

  • Red box indicates High dependency/impact between projects
  • An Amber box indicates Medium dependency/impact between projects
  • Green box indicates Low dependency/impact between projects

For example, if a project is withdrawn from a Release, and other projects have a high dependency on that project – it is likely that there will be significant consequences and associated refactoring delays.

Release Risks & Issues

The Risk & Issue report displays all the associated risks and issues registered against an enterprise release. The bottom panel contains a chart relating to the number of risk and issues of open projects. The colours in the column graph represent level of importance (high, medium, low).

Click the colours in the legend box to toggle visibility of risk/issue importance levels to be displayed in the chart.

To view more details about a risk/issue, select the desired row and click the View button.

Release Implementation Plan

The Release Implementation Plan allows you to visualise the progress of all constituent projects during the production deployment window. This is broken down by showing each project’s implementation plan, and the status of the steps involved.

You can explore/edit the steps by clicking on element/step timeline.

ERM Project Reports

The ERM Project Reports section contains an array of reports relaying information concerning an organisation’s project activity.

Select an option from the side menu for an overview of each report.

Project System Demand

Project System Demand Matrix displays which systems are being affected by projects. Projects are grouped by their releases. The numbers in the rows represent the total number of systems undergoing each type of change, due to each project.

The colour coding blocks under the system headings highlight the severity of impact:
Red = System is undergoing code change,
Amber = System is under configuration change and
Green = System will be used for the purpose of regression testing.

You can use the Date Filter on the left panel to view all projects within a particular window of time. The date range for this filter must be within the previous 180 days, and no more than 360 days in the future.

You can explore and/or edit a Project by clicking on the relevant row.

Project Interface Dependency

Project Interface Dependency report shows you the current project interface demands and potential regression scope for projects and their systems. This report is grouped according to projects.

Different icons are used to show how systems interface with other systems (e.g. FTP, web service, batch service). Hover over each icon for more detail

You can use the Date Filter on the left panel to view all projects within a particular window of time. The date range for this filter must be within the previous 180 days, and no more than 360 days in the future.

You can explore and/or edit a System by clicking on the relevant row.

Project Risks & Issues

The Project Risk &Issue report displays all the associated risks and issues registered in a project. The report shows the level of risks/issues for each project in both tabular and graphical format.

The colours in the column graph represent level of importance (high, medium, low).

Select a project from the left hand column to see all risks/issues associated to that project.

To view more details about a risk/issue, select the desired row and click the View Risk Issue Register button.

Project Implementation Plan

The Project Implementation Plan report allows you to visualise the progress of a particular project during the production deployment window. It is broken down by showing each project’s implementation plan and the status of each step.

You can explore/edit the steps by clicking on element/step timeline.

ERM Deployment Reports

Reports in this area relay information concerning any current or planned deployments. Information such as versions of select instances and components can be found here, in addition to deployment timelines and event information.

Select an option from the side menu for an overview of each report.

Current Deployed Versions

The Current Deployed Versions report displays the current version of each system instance and component for a particular system.

Select a System from the dropdown on the top left hand corner of the report.

To explore or edit an individual instance or component, select the row of the item and click its respective View button.

Deployment Schedule

The Deployment Schedule displays a Gantt chart showing a timeline of environment events for package deployments. Environment events are grouped by system instance, and can be sorted by system and release in the left panel.

You can use the Date Filter on the left panel to view all projects within a particular window of time. The date range for this filter must be within the previous 180 days, and no more than 360 days in the future.

You can explore/edit events and system instances by clicking on the timeline elements. 

Deployment Event Status

This report provides an overview of deployment events for particular systems and their instances. The report contains two sections:

  1. Current Deployments – displays the status and further information (such as dates, versions) for each current package deployment and it’s associated system instances.
  2. Planned Deployments – displays the status and further information (such as dates, versions) for each planned package deployment and it’s associated system instances.

Select a System from the dropdown on the top left hand corner of the report.

Deployment Events

The Deployment Events report shows all environment events (EnvEvent) for deployment of packages, grouped by System in a grid format.

Deployments being viewed can be filtered by System on the left panel.

To edit or view more details about an environment event, select the desired row and click the View EnvEvent button

ERM Management

The Management section of Enterprise Release Manager allows users to perform tasks that include: creating Releases, adding Projects to a Release, creating Gates and maintaining Implementation Plans.

Select an option from the side menu for instructions and an overview of each section.

Add/View Releases

Add/View Releases is a management area primarily used for adding Enterprise Releases.

A Release (Enterprise/ Platform/Portfolio) is a grouping of Projects from development to production, a release generally includes projects that have dependencies on one another.

A Release also has implementation plans which all projects follow for successful implementation. Key initial information includes Start and End Dates, the Release Manager and the Enterprise Release Type (Enterprise, Divisional, Infrastructure or Agile).

This area can then be used to update progress, Release Status (Active/Deleted) and RAG Status (i.e. Health – Red, Amber, and Green).

Adding a Release

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Releases.
  2. Select the Add Release button.
  3. Enter the details for the release, with the following fields being mandatory:
    • Release field (ID of release)
    • Summary field
    • Start Date
    • Release Manager (person in charge of release)

      You may also complete the following tabs:
      Description tab, Project tab, Dependencies tab, Assign To tab, Knowledge Base tab, Comment tab

  4. Select Submit Release.

Viewing / Editing a Release

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Releases.
  2. Select the row of the Release that you would like to view or edit, so that it is highlighted.
  3. Select the View Release button.
    Note: You will now be able to view details of the release, including Description, Projects, Dependencies, Gates, Assigned To, Knowledge Bases, Comments, History and Recent Activity.
  4. Select the Edit Release button.
  5. Edit the fields you would like to change (e.g. Summary, Status, Description etc.).
  6. Select the Save/Exit button.

Adding a Project to a Release

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Releases.
  2. Select the row of the Release that you would like to add Projects to, so that it is highlighted.
  3. Select the View Release button.
  4. Select the Edit Release button.
  5. Under the Project tab, select the existing Projects that you would like to assign to the current Release.
  6. Select the Save/Exit button.

Add/View Projects

Add/View Projects is a management area primarily used for adding Projects. A Project is a planned set of changes to a group of systems for a particular objective to be achieved, often within a portfolio release.

Key initial information includes the associated Enterprise Release Start and End Dates, the Project’s Manager, Systems you will be Code-Changing, Configuring or Touching, and whether you have any Implementation Plans attached.

You can also use this area to edit and update progress and status of Projects. (Click here for Workflows)

Special Considerations for Project Status & Modifications:

1. Draft – When a project is in this status, a user can modify any field, however, Project Status can only be changed to ‘Submitted’.
2. Submitted – When a project is in this status , a Standard User can modify any field, except the Project Status.
3. Other – Once a project is in any other status besides ‘Submitted’ a Standard User cannot modify the following fields: ReleaseProject StatusStart DateEnd DateSpecial Requirement and Env Mgr Required.

Once requests are submitted, they can be approved by an environment manager (e.g. status changed to ‘In-Scope’).

Adding a Project

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Projects.
  2. Select the Add Project button.
  3. Enter the details for the Project, with the following fields being mandatory:
    • Project ID field
    • Project Name field
    • Start Date field
    • End Date field
    • Business Unit tab
    • Project Manager tab (person in charge of project)

      You may also complete the following tabs: Description, Scope & Benefit tabs, Release tab, Risk Issue Register tab,
      Gate tab, Bookings tab, System tab, Dependencies tab, Implementation Plan tab, Sponsor tab, Test Manager tab, Assigned To tab, Knowledge Base tab, Comment tab

  4. Select Submit Project.

Viewing / Editing Project

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Projects.
  2. Select the Release containing the project you wish to view, then select the row of the Project that you would like to view, so that it is highlighted.
  3. Select the View Project button.
    Note: You will now be able to view details of the project including; Release, Description, Business Unit, Bookings, Dependencies, Project Manager, Implementation Plan, Knowledge Bases, Comments, History and Recent Activity.
  4. Select the Edit Project button.
  5. Edit the fields you would like to change (e.g. Project ID, Project Name, Phase, Status, Release, Description etc.).
  6. Select the Save/Exit button.

Assigning a Project to a Different Release

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Projects.
  2. Select the row of the Project that you would like to assign to a new release.
  3. Select the View Project button.
  4. Select the Edit Project button.
  5. Under the Release tab, deselect (untick) the current Release, then select the new Release you wish to assign the Project to.
  6. Select the Save/Exit button.

Gate Templates

The Gate Templates section is a management area utilised to create a set of Milestones/Gates for an Enterprise Release. A gate template is a set of activities/milestones which various projects in a release must meet, in order to successfully implement a release.

Gates are tied to an enterprise release, are composed of a start/end date, and ultimately contain a number of activities (milestones) that projects are expected to adhere to.

You may also use the Copy Gate button to edit a Gate from an existing Template

Creating a Gate

  1. Navigate to Enterprise Release Manager > ERM Management > Gate Templates.
  2. Select the Add Gate button.
  3. Enter the details for the Gate, with the following fields being mandatory:
    • Summary field
    • Status field
    • Start Date
    • End Date
    • Release tab (connect one release to the gate)

      You may also complete the following tabs: Activity tab, Description tab, Project tab, Comment tab

  1. Select Submit Gate.

Viewing/Editing a Gate

  1. Navigate to Enterprise Release Manager > ERM Management > Gate Templates.
  2. Select the row of the Gate that you would like to view/edit, so that it is highlighted.
  3. Select the View Gate button.
    Note: You will now be able to view details of the gate including; Activities, Description, Project, Release, Comments, History and Recent Activity.
  4. To edit the current gate, select the Edit Gate button.
  5. Edit the fields you would like to change (e.g. Summary, Status, Description etc.).
  6. Select the Save/Exit button.

Adding Activities to a Gate

  1. Navigate to Enterprise Release Manager > ERM Management > Add/View Gate Templates.
  2. Select the row of the Gate that you would like to add Activities to.
  3. Select the View Gate button.
  4. Select the Edit Gate button.
  5. Under the Activity tab, select Add Activity.
  6. Input details of the new activity (Summary, Status, Type etc.).
  7. Select Submit Activity to save the activity and return to the Gate editor.
  8. Select the Save/Exit button.

Updated on February 8, 2018

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