Environment resources allow you to track the logical environments for workloads in your network. Examples include staging, preproduction, and production. You can use the Environments page to create, manage, and delete environments for the target workloads in your transformation project. You can define environment resources for the source workloads in the machine information for a bulk import. Environment resources can apply to source and target workloads.
The Environment resource allows you to track the following information for a logical environment where one or more workloads reside in your transformation project:
Name: Specify a name for the environment that is unique to your transformation project. The name must begin with a letter or number. It can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.
Organization: Select the parent organization for the project.
Project: Select the parent project for the environment.
Description: (Optional) Specify a brief description of the environment. This text appears by default in the Environments list.
All roles for a project can view the environment information.
In the Web Interface toolbar, select Resources, then select the Environments tab.
You can also view environments for a single project in the Associations area of the Edit Project dialog. Select Planning > Projects, double-click the project, then under Associations, select the Environments tab.
On the Environments tab, view the list of resources.
Select an environment resource, then click View (or double-click the resource) to view the following settings for the resource:
Name
Organization
Project
Description
(Optional) Filter entries in the Environments list using the Search field to show only the environments of interest. Type a sequence of characters in the Search area to initiate filtering. The filter applies as you type. You can filter on information in any one of the columns at a time.
(Optional) Sort entries by the values in a column. Mouse over the column to expose the menu option, click it, then select Sort Ascending or Sort Descending.
You can create an environment resource for a source workload by specifying the Environment in the machine definition in the Bulk Import spreadsheet. The name is case sensitive. If no match is found, PTM creates a new environment resource for the project. On import, it automatically associates the environment resource with the source workload
You can use the Environments page to create Environment resources for the target transformation environment of a project.
In the Web Interface toolbar, select Resources.
Select the Environments tab.
Click Create to open the Create Environment dialog.
Specify the following information for the Environment resource:
Name
Organization
Project
Description
Click Save to create the Environment resource.
Click Close to exit the dialog.
After you create environment resources for a project, you can associate them with workloads.
In the Web Interface toolbar, select Planning.
Select the Workloads tab.
Select the workload, then click Edit. You can alternatively double-click the workload of interest.
On the Workload dialog in the Location panel, click Edit.
From the Environment drop-down list, select the environment resource that you want to assign to the target workload.
(Optional) Modify other Location information as appropriate.
Click Save, and then click Close.
Click Close to exit the Workload dialog.
You can use the Environments page to edit an Environment resource for the target transformation environment of a project.
In the Web Interface toolbar, select Resources.
Select the Environments tab.
In the Environments list, select the environment, then click Edit (or double-click the environment) to open the Edit Environment dialog.
Modify any of the following information for the Environment resource:
Name
Organization
Project
Description
Click Save to update the Environment resource.
Click Close to exit the dialog.
You can use the Environments page to delete an Environment resource for the source or target transformation environment of a project.
NOTE:If you delete a resource, it automatically removes the associations for the resource, including those assigned to workloads that are in progress and completed. If the same associations apply, consider whether it is more appropriate to edit the resource name and settings.
In the Web Interface toolbar, select Resources.
Select the Environments tab.
Click Target to view the list of environment resources.
Select the appropriate environment, click Delete, then click Yes to confirm the deletion.