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IT Environment Manager

The IT Environment Manager component of EcoSystem enables users to manage all aspects of their various IT environments. Users can see which environments are in operation, being provisioned, or have an outage, etc. IT Environment Manager allows you to view event calendars, book environments, and see which tasks have been personally assigned to you. Numerous reports are available which provide information such as current use and future availability of system instances, if an environment has outstanding support or service requests and, if so, to what project they relate, etc.

As with all EcoSystem modules, more information about various components may be found by simply clicking on items within a report, e.g. by clicking on the bar of a Gantt chart.

IT Environment Manager outlines the available functionality of the Environment Manager, one step at a time. By following individual steps, you will learn how to:

  • Check on the health of an environment (i.e. whether the system is available, is being provisioned, or has an outage).
  • Check which environments have bookings or upcoming events.
  • Check what system-instance demands have been made and what activities are planned for that system instance.
  • Book projects for a given environment and given release.
  • Book events such as batch runs and planned outages.

EM Home

EM Master Dashboard

EM Master Dashboard is an executive level dashboard that displays the unavailability of instances, number of active environment bookings/reservations over a span of 3 months, upcoming environment events, open service requests, and the current proportion of automated tasks versus manual tasks in operational RunSheets.

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

EM Activity View

EM Activity View is a detailed dashboard that shows all key IT environment activity (i.e. service requests, recent and upcoming environment events and bookings).

To view the full information of a service request, event, batch, or booking, select and highlight the row of the listed item and click the View button.

EM Personal View

EM Activity View is a detailed dashboard that shows all key IT environment activity (i.e. servicerRequests, recent and upcoming environment events and bookings).

To view the full information of a booking, event, batch, or service request, select and highlight the row of the listed item and click the View button.

EM Reports

EM Project Reports

Project System Demand

Project System Demand Matrix displays systems that are being affected by a project. The colour coding highlights the severity of impact:

  • Red = System is undergoing code change.
  • Amber = System is under configuration change.
  • Green = System will be used for the purpose of regression testing.

You can filter the matrix by release, or use the date range (from, to) to specify a period of time.

You can explore and 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. Hover over the different icon to see how systems are interfacing with other systems.

Filter the matrix by project, or use the date range (from, to) to specify a period of time.

You can explore and edit a system by clicking on the relevant row.

EM Booking Reports

The EM Booking Reports area contains details pertaining to Bookings within EcoSystem. The reports provide insight to the planned demand and availability of systems and environments across projects and releases.

Booking by Release

This report shows you a list of projects by release and whether they currently have any bookings attached to them. This report is in a Gantt chart format and displays booking status and booking timelines.

You can filter the bookings by release, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on the timeline bar.

Booking by Project

This section shows you a list of bookings sorted by their projects, and whether they currently have any system instances booked to them. This report is in a Gantt chart format and displays booking statuses and timelines.

You can filter the bookings by project, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on the timeline bar.

Booking by Environment

This area shows you all bookings grouped by each environment, and whether they currently have any system instances booked to them. This report is in a Gantt chart format and displays booking statuses and timelines.

You can filter the bookings by system and their environment, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on the timeline bar.

Booking by System

Booking by System shows you a list of systems and whether they currently have any bookings attached to them. This report is in a Gantt chart format and displays booking statuses and timelines.

You can filter the bookings by release and its system, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on the timeline bar.

Booking Instance Contention

Booking by Instance Contention shows you the current demand (and potential contention) for a particular system instance.

  • Red =  A booking is making changes to a system instance.
  • Amber = A configuration change.
  • Green = A system instance is being used for regression.

You can filter the bookings by environment and its release, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on a relevant row.

Booking Interface Contention

Booking by Interface Contention shows you the current demand (and potential contention) for an instance interface.

Red = A booking is making changes to an interface.
Amber = A configuration change.
Green = An interface is being used for regression.

You can filter the bookings by environment and its release, or use the date range (from, to) to specify a period of time.

You can explore and edit a booking by clicking on the relevant row.

Booking Report

The Booking Report shows all previous, and current bookings. Bookings are displayed according to Environment (e.g. Dev, SIT, UAT, Prod).

Choose an environment on the left to show only bookings for a particular environment. You can also use the column sort and filter functions to refine what you see.

To view any booking from this report, click the row of the desired booking to select it, then click the View Booking button.

EM Event Reports

Batch Instance View

Batch Instance View displays all batches that have been booked in for an environment.

You can filter batches by environment or system and environment.

You can explore and edit bookings by clicking on their timeline.

Batch Job View

Batch Job View displays a Gantt chart view for all the batches broken down by their individual batch jobs.

You can filter batches and their batch jobs by system and its environments, or use the date range (from, to) to specify a period of time.

You can explore and edit batches or batch jobs by clicking on their timeline.

Batch Calendar

Batch Calendar is a calendar view that displays all batches associated with an environment, e.g. SIT, DEV, Production.

You can filter batches that appear in the calendar by environment.

The calendar view can be changed by specifying the date at the top and selecting between Day, Week or Month.

You can also add events by clicking on the calendar and completing the fields that are highlighted.

Event Calendar

Event Calendar is a calendar view that displays all events that are associated with an environment, e.g. SIT, DEV, Production.

You can filter events that appear in the calendar by environment.

The calendar view can be changed by specifying the date at the top and selecting between Day, Week or Month.

You can also add new events by clicking on the calendar and completing the fields that are highlighted in the event editor.

Event by Project

Event by Project displays a Gantt chart for all environment events associated with a particular environment, e.g. SIT, DEV, Production. Events may include batches, releases and changes.

You can explore and edit a project or evnrionment event by clicking on their timeline.

You can filter events by environment.

Event by Environment

Event by Environment displays all environment events since they were first created. Events are broken down by environment (e.g. Dev, UAT, Prod).

You can filter events by environment.

EM Environment Reports

Environment Dashboard

The Environment Dashboard is an executive level dashboard that displays an overview of the current resources for your organisation.

The Environment Dashboard also shows graphical representations of:

  • Environment Unavailability (by System Instance)
  • System Usage by Project (Current and Upcoming)
  • Non-Prod Environment Health
  • Prod Environment Health

You can view more information of each coloured summary widget by clicking More info.

Environment Activities

The Environment Activities report shows a quick overview of environment activities such as bookings, events, batches, and service requests.

You can view further details for each object by scrolling down across the page and clicking on the View button after an object is selected.

You can view more information on each coloured summary widget by clicking More info.

Environment Schedule

The Environment Schedule report is a Gantt chart that displays all environment batches, bookings, and events that are associated with a particular environment, e.g. SIT, DEV, Production.

You can explore a project and its associated batches, events and bookings by clicking on their timeline.

Environment Coverage

The Environment Coverage report displays the distribution of systems in various environments.

Green = 1 instance.
Amber = 2-9 instances.
Red = 0 or more than 9 instances.

You can explore and edit an environment by clicking on the relevant row.

Environment Instance Count

The Environment Instance Count report displays the number of instances in each environment for a particular system.

  • Green = In Operation.
  • Amber = Planned Outage.
  • Red = Unplanned Outage.

Ideally, you should aim to have one instance per environment.

Instance Health

The Instance Health report displays the health of end-to-end environments.

 

Each instance can be browsed and edited by selecting on it it and clicking on the View button.

Instance Usage

The Instance Usage report shows you the usage of system instances by environment (e.g. Dev, UAT, Prod). System instance usage is based on historical and current booking information.

You can review all system instances at once by clicking on the filter icon.

Instance Availability

The Instance Availability report shows you the 1 year availability of system instances by environment, e.g. Dev, UAT, Prod. System availability is based on the time spent in a particular status (e.g. InOperation).

You can review all system instances at once by clicking on the filter icon.

EM Deployment Reports

Current Deployed Versions

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

Select a system from the drop-down on the top left hand corner of the report.

Deployment Schedule

The Deployment Schedule report displays a Gantt chart showing a timeline of environment events for package deployments. Environment events are grouped by system instance.

You can filter the Gantt by release, or use the date range (from, to) to specify a period of time.

Deployment Event Status

The Deployment Event Status report contains two sections:

  1. The current deployments section displays the status and further information (such as dates, versions) for each package and its associated System Instances.
  2. The planned deployments section displays the status and further information (such as dates, versions) for each package and its associated system instances.

Deployment Events

The Deployment Events report shows all environment events (EnvEvent) for deployment of packages.

You can filter environment events by system.

Each environment event can be browsed and edited by selecting on it it and clicking on the View EnvEvent button.

EM Runsheet Reports

Runsheet Dashboard

Runsheet Dashboard is an executive level dashboard displaying and overview of information pertaining to your runsheets. The summary widgets shows runsheets that are currently open, recently closed, have automation (by percentage), and how many RunSheets have standardised templates.

Open Runsheets

The Open RunSheets report provides an overview of all open run sheets and their associated event.

This report also includes a personal dashboard that displays any run sheet or run sheet tasks that have been assigned to you

Each run sheet can be browsed and edited by selecting on it it and clicking on the View RunSheet button.

Runsheet Calendar

This is a calendar view of all your RunSheets. You can change the view to Day, Week, or Month, and specify a date on the left.

The calendar view can be changed by specifying the date at the top and selecting between Day, Week or Month.

Runsheet Schedule

The Runsheet Schedule is a Gantt chart report that displays all the run sheets along with their tasks and duration.

You can explore a run sheet and associated tasks by clicking on their timeline.

EM Management

Add/View Releases

The releases section allows you to view and create Releases. A Release (Enterprise/Portfolio) is a portfolio of projects from development to production, including projects that have dependencies on one another. Releases also have implementation plans that all projects follow for successful implementation.

When creating a release, the borders for mandatory fields are highlighted. These fields include a release name, a summary, a start-date and a manager. You can also link projects, gates, teams and individual users to releases.

For more detailed instructions on release management (creating release gate templates, applying them to projects, etc.), navigate to the Release Management 101 page.

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 (ID of release)
    • Summary
    • Start & end dates
    • Release Manager tab (person in charge of release)
      You may also complete the following tabs: Activity tab, Description tab, Project tab, PIR tab, Dependencies tab, Assigned To tab, Knowledge Base tab, Comment tab, History 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, so that it is highlighted.
  3. Select the View Release button.

    You will now be able to view information pertaining to the release.

  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.

Assigning 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 project/s that you would like to assign to the current Release.
  6. Select the Save/Exit button.

Add/View Projects

The project area allows you to view and create 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).

For information on requesting or approving a project following the project workflow, navigate to the Manage Projects page

It is mandatory to assign a Project Manager to a Project.

You can also use this area to edit and update Project progress and status.

Adding a Project

  1. Navigate to either:
    •  IT Environment Manager > EM Management > Add/View Projects.
    • Service Manager > Service Management > Add/View Project Requests (this is for submitting a project request).
  2. Select the Add Project button.
  3. Enter the details for the Project, with the following fields being mandatory:
    • Project ID
    • Project Name
    • Start & End Dates
    • Business Unit tab
    • Project Manager tab (person in charge of project)

      You may also complete the following: Activity tab, Stakeholder tab, Sponsor tab, Description tab, Scope tab, Benefit tab, RiskIssue Register tab, Release tab, Gate tab, Bookings tab, Systems tab, Dependencies tab, Implementation Plan tab, Test Manager tab, Assigned To tab, Knowledge Base tab, Service Request tab, Comment tab, PIR tab. Special Requirements tab.

  4. Select Submit Project.

Viewing/Editing a Project

  1. Navigate to either:
    • IT Environment Manager > EM Management > Add/View Projects.
    • Enterprise Release Manager > ERM Management > Add/View Projects.
  2. Select the row of the Project that you would like to edit so that it is highlighted.
  3. Select the View Project button.

    You will now be able to view all the information pertaining to the project.

  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.

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 project/s that you would like to assign to the current Release.
  6. Select the Save/Exit button.

Add/View Bookings

The booking area allows you to view and create bookings. A booking is a reservation for a group of system instances, for a specified period of time, for a particular project.
The project also defines how it is using particular system instances for contention management purposes (e.g. code, config change, or regression testing).

When a booking is added with a status of ‘submitted’, it is sent to the environment manager for approval.

For information on requesting or approving a booking following the booking workflow, navigate to the environment bookings page.

Adding a Booking

  1. Navigate to either:
    •  IT Environment Manager > EM Management > Add/View Bookings.
    • Service Manager > Service Management > Add/View Booking Requests (this area is for adding booking requests).
  2. Select the Add Booking button.
  3. Enter details for the new Component, with the following being mandatory:
    • Summary
    • Subtype
    • Start & End Dates
    • Assigned To tab
    • Project tab
    • Environment tab

      You may also complete the following: Activity tab, Comment tab, Description tab, System Instance tab, System Interface tab, Project tab, Environment tab, History tab.

  4. Select Submit SystemComponent.

Viewing/Editing a Booking

  1. Navigate to either:
    •  IT Environment Manager > EM Management > Add/View Bookings.
    • Service Manager > Service Management > Add/View Bookings Requests (this area is for viewing or editing a booking requests).
  2. From the Environment branch on the left of the screen, select the desired environment of the Booking you would like to view (e.g. PROD Env).
  3. Select the row of the Booking that you would like to view, so that it is highlighted.
  4. Select the View Booking button.

    You will now be able to view details of the booking including; Status, Project, Environment, System Instances, System Interfaces, Assigned To, Comments, History and Recent Activity.

  5. Select the Edit Booking button.
  6. Edit the fields you would like to change (e.g. changing the status to 'Confirmed', or 'Deleted' etc).
  7. Select the Save/Exit button.

Add/View Events

The Events area allows you to create and view Events. An Event is any change activity or outage that occurs in an environment. Events can be related to a Project, Environment, or System Instance which may be planned or unplanned.

When adding an event, you will be required to enter mandatory information that will support transparency and decision-making.

Mandatory fields are highlighted with a border. 

Creating an Environment Event

  1. Navigate to IT Environment Manager > EM Management > Add/View Events.
  2. Select the Add EnvEvent button.
  3. Complete the details for the event:
    • Summary field
    • Type
    • Start Timestamp
    • End Timestamp
    • Assigned to tab
    • Select the project/s from the project tab
    • Select the environment/s from the environment tab
    • Select the system instance/s from the instance tab
  4. Navigate to the next step to create a run shet or select the Submit EnvEventbutton to complete.

Adding a Run Sheet

  1. From the EnvEvent Editor when creating an event, navigate to the RunSheet tab, and click Add Runsheet to enter into the RunSheet editor.

    For creating a resusable runsheet template, navigate to IT Environment Manager > EM Management > Run Sheet Templates and click the Add Runsheet button.

  2. Complete the details for the RunSheet:
    • Summary field
    • Status
    • Type & SubType
    • Start & End Timestamp
    • Assigned To tab
  3. Navigate to the Task tab and click on the Add Task button.

    Examples of tasks are:
    001 Communicate Outage
    002 Deploy
    003 Shakedown
    004 Update Version in CMDB
    005 Communicate Availability

    Some steps might be manual, but the aim is to have automation so that your RunSheets can become more efficient and save time.

  4. Complete the details of the Task:
    • Summary
    • Type (Automated tasks are linked to Visual Orchestrate)
    • Status
  5. Select the Submit RunSheet button. You should now arrive back to the EnvEvent editor if you were creating/editing an event.
  6. Select the Submit EnvEvent button.

Viewing/Editing an Event

  1. Navigate to IT Environment Manager > EM Management > Add/View Events.
  2. Select the row of the event that you would like to view, so that it is highlighted.
  3. Select the View EnvEvent button.

    You will now be able to view details of the event including; Status, Project, Environment, System Instances, System Interfaces, Assigned To, Comments, History and Recent Activity.

  4. Select the Edit EnvEvent button.
  5. Edit the fields you would like to change (e.g. Summary, Type, Status, Project, Environment, Assigned To etc.).
  6. Select the Save/Exit button.

Add/View Batches

This area is where official batches can be viewed and created.

When adding a Batch, you will be required to enter mandatory information that will support transparency and decision-making.

Mandatory fields are highlighted with a border. 

Creating a Batch

  1. Navigate to IT Environment Manager > EM Management > Add/View Batches.
  2. Select the Add Batch button.
  3. Complete the details for the Batch:
    • Summary
    • Type
    • Status
    • Start and End Timestamp
    • Assigned To tab
    • Project tab
    • Environment tab
    • System Instance tab

      You may also add information under the following tabs: Description tab, Batch Job tab, RunSheet tab, Comment tab.

  4. Navigate to the next step to create a batch job or select the Submit Batch button to complete.

Viewing/Editing a Batch

  1. Navigate to IT Environment Manager > EM Management > Add/View Batches.
  2. From the Environment branch on the left of the screen, select the desired environment you wish to create a Batch for (e.g. DEV).
  3. Select the row of the Batch that you would like to view, so that it is highlighted.
  4. Select the View Batch button.

    You will now be able to view details of the batch including; Status, Project, System Instances, Batch Job, Runsheet, Assigned To, Comments, History and Recent Activity.

  5. Select the Edit Batch button.
  6. Edit the fields you would like to change (e.g. Summary, SubType, Status, Project, Environment, Batch Job, Assigned To etc.).
  7. Select the Save/Exit button.

Batch Templates

The Batch Template area allows you to create, view and copy Templates. A Batch Template defines a template of objects for a new batch. Templates can be used as a predefined starting point when setting up a new batch.

Runsheet Templates

This area allows you to view and create run sheets for your team. In addition to identifying the required operational tasks (steps), key information should include the run sheet type (family), the estimated effort, the duration, the cost and, if appropriate, the associated environment and system.

Once created, these templates can be deployed into events and batches.

Creating a Run Sheet Template

  1. From the EnvEvent Editor when creating an event, navigate to the RunSheet tab, and click Add Runsheet to enter into the RunSheet editor.

    For creating a resusable runsheet template, navigate to IT Environment Manager > EM Management > Run Sheet Templates and click the Add Runsheet button.

  2. Complete the details for the RunSheet:
    • Summary field
    • Status
    • Type & SubType
    • Start & End Timestamp
    • Assigned To tab
  3. Navigate to the Task tab and click on the Add Task button.

    Examples of tasks are:
    001 Communicate Outage
    002 Deploy
    003 Shakedown
    004 Update Version in CMDB
    005 Communicate Availability

    Some steps might be manual, but the aim is to have automation so that your RunSheets can become more efficient and save time.

  4. Complete the details of the Task:
    • Summary
    • Type (Automated tasks are linked to Visual Orchestrate)
    • Status
  5. Select the Submit RunSheet button. You should now arrive back to the EnvEvent editor if you were creating/editing an event.
  6. Select the Submit EnvEvent button.

Updated on March 2, 2018

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