Advanced admin tasks

This topic discuss advanced tasks that a workspace or space administrator can perform in the settings area.

Organize workspaces into programs

Admins with access to the workspace Settings area can organize workspaces into virtual categories called programs. This is particularly useful for SAFe Large Solution configuration support.

For details, see Programs.

To create programs:

  1. In the settings area, select a workspace.

  2. Click Programs.

  3. Click Program + to add and name a program.

After creating programs, you can access the Entities tab, and edit forms for the relevant entities to include the Program field. This will enable users to associate entities, such as teams, defects, or tests, with their related programs.

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Set a post-login message

Admins can set messages at the site and space levels. The messages are displayed to users upon their next login to the system. If you define messages on both a site and shared space level, the site message is displayed first.

Admins can define messages for future use, activating or deactivating them depending on whether they are currently relevant.

To create post-login messages:

  1. In the Site or Spaces area, select More Settings.

  2. Click Login message in the left pane.

  3. Add a title and the text of a message.

  4. Select Enable the displaying of a custom message for all users after login. Clear this check box to temporarily deactivate the message.

  5. Click the Save button. The message will now appear for all users after they log in.

To close the message popup, users will need to confirm the reading of the message. After this confirmation, the post-login message will no longer pop up after a login.

If an admin deactivates a message and then activates it at a later time, all users will see the message again, even if they had confirmed the contents of the popup at an earlier time.

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View the activity log

ALM Octane keeps an audit of all actions performed on entities. You can view the audit in a workspace's Activity Log tab.

Audit information for activities performed at the shared space level is not available in the UI. You can use REST API requests to retrieve such information. For details, see Auditing and viewing history.

The activity log tracks Create, Delete, Restore, and Update actions for entities. In addition, the log tracks the following actions: Delete from Recycle Bin, Generate report, and Import entities.

Tip:  

  • You can filter the grid by activity type. Open the filter bar, and select the Action field to filter on.
  • Use the Caused by field to view the updates that were introduced in a release process or a specific auto action.

The activity log also includes information on entities that were moved from one workspace to another. In such a case, an activity is logged in both the origin and destination workspaces.

Each activity is assigned an ID number. Click the ID number to view the full audit history of the entity in question.

Permissions: Access to the activity log requires the View activity log permission in the General System Action group. The default Workspace Admin role includes the required permission.

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Restore or delete defects from the recycle bin

You can restore deleted defects to the workspace, or permanently delete them.

To restore or permanently delete defects:

  1. In the workspace settings area, select the Recycle Bin tab.
  2. Select the items that you want to restore, and click Restore.

    Restored defects are restored along with their child items. Relationships to other items are restored too.

  3. To permanently delete items, click Delete.

Permissions: Operations in the recycle bin require the Manage permission for the Recycled Item entity. The entity permission is located in the Administration group. The default Workspace Admin role includes the required permissions for the recycle bin.

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See also: