Managing Release Control Reports and Notifications

Reports and notifications help keep release management stakeholders informed of status, history, and other release information. Serena Release Control provides a default set of reports and notifications, and you can configure these as needed to support your organization.

Configuring Reports

Some of the Serena Business Manager reports are used to populate the Serena Release Control user interface views. You can configure those as documented in Customizing the User Interface.

In addition to reports used for the UI views, you can configure general reports to provide the information you need for your organization’s release control.

The general reports configured by default for Serena Release Control are shown in the following table.

Objects	Reports	Description
Release Trains	Dashboard	A multi-view report for the Dashboard page. See Customizing the Serena Release Control Dashboard.
	Inactive RTrains	All inactive release trains.
	Inactive Release Trains	All release trains that are in inactive status.
	Release train by type	Release trains by type.
	Release Trains in Gantt	Release trains in a Gantt-style format, used for the Calendars page. See Configuring the Calendar.
	Train All	All release trains.
	train Assigned To Current User	All release trains assigned to the current user, used for the My Inbox page. See Configuring the Inbox.
Application Releases	Application releases by application and type	Application releases by application and type.
	Application All	All application releases.
	application Assigned To Current User	Application releases assigned to the current user, used for the My Inbox page. See Configuring the Inbox.
	Application Releases In Release Train	Application releases in the selected release train.
	Application Releases Unassigned	Application releases that are not yet assigned to release trains.
	Inactive Application Releases	Application releases that are in inactive status.
Release Packages	Inactive Release Packages	All release packages that are in inactive status.
	Package All	All release packages.
	package Assigned To Current User	Release packages assigned to the current user, used for the My Inbox page. See Configuring the Inbox.
	Release Packages in Application Release	Release packages in the selected application release.
	Release packages list by owner	Release packages list by owner.
	Unassigned Release Packages	Release packages that are not yet assigned to application releases.
Deployment Tasks	all DT	All deployment tasks.
	Assigned Tasks	Deployment tasks assigned to the selected release package stage.
	Deployment task I own	Deployment tasks owned by the current user.
	task All	All deployment tasks.
	task Assigned To Current User	Deployment tasks assigned the current user, used for the My Inbox page. See Configuring the Inbox.
	Template Tasks	Tasks in the selected deployment process template.
Environment	Environment in Release Packages	All environments in the selected release package.
	Environments All	All environments.
	Environments owned by current user	Environments owned by the current user.
	Environments Commissioned	All environments in the commissioned state.
	Inactive Environments	All inactive environments.
Others	All Release Type Stages	All stages sorted by release type and sequence.
	All Stages	All stages defined in Serena Release Control.
	Assigned Business Change Requests	Business change requests associated with the selected application release.
	Assigned Deployment Units	Deployment units associated with the selected release package.
	Assigned Development Change Requests	Development change requests associated with the selected release package.
	Assigned Requests for Change	Requests for change associated with the selected release train.
	DCR Projects Assigned to a Release Package	Development change requests associated with the selected release package.
	Dimensions CM Projects Assigned to a Release Package	Dimensions CM projects associated with the selected release package.
	Stages in Release Type	All stages for the selected release type.
	ZMF Projects Assigned to a Release Package	ZMF projects, or applications, associated with the selected release package.

What Can You Change?

You can change the following report information:

Add reports
Modify reports that you created
Manage access to reports

What is the Impact?

If you add a report, you must give users access to the report.
If you add reports, the new reports will appear in the Serena Release Control Reports page for those users with access to them.

How Do You Change It?

You can manage reports from the Serena Release Control standard SBM user interface according to the SBM documentation.

NOTE End users with the proper privileges can add reports from the Reports view in the Serena Release Control UI shell by editing a report and using the Save As option to save it to another report name. However, only Serena Release Manager administrators should be given the privileges to modify reports provided with Serena Release Control.

Documentation References

Complete documentation on configuring SBM reports is in the Serena Business Manager User’s Guide in "Working with Reports".

Configuring Notifications

E-mail notifications are sent to Serena Release Control users to alert them of actions requiring their attention, provide important status information on releases, and so on.

The e-mail notifications configured by default for Serena Release Control are shown in the following table.

Entity	Notifications
Release Train	RTN - Any Release Train changes owner
	RTN - Any Release Train changes state
	RTN - Any Release Train changes to inactive
	RTN - Any Release Train I submitted changed state
	RTN - Any Release Train I submitted changed to inactive
	RTN - Any Release Train is submitted
	RTN - I become the owner of any Release Train
Application Release	AR - Any Application Release changes owner
	AR - Any Application Release changes state
	AR - Any Application Release changes to inactive
	AR - Any Application Release I submitted changed state
	AR - Any Application Release I submitted changed to inactive
	AR - Any Application Release is submitted
	AR - I become the owner of any Application Release
Release Package	RP - Any Release Package changes owner
	RP - Any Release Package changes state
	RP - Any Release Package changes to inactive
	RP - Any Release Package I submitted changed state
	RP - Any Release Package I submitted changed to inactive
	RP - Any Release Package is submitted
	RP - I become the owner of any Release Package
Deployment Task	D - Any Automation Task fails for Release Engineer or Manager
	D - Any Vault Task fails for Release Engineer or Manager
	D - Any Deployment changes owner
	D - Any Deployment changes state
	D - Any Deployment changes to inactive
	D - Any Deployment I submitted changed state
	D - Any Deployment I submitted changed to inactive
	D - Any Deployment is submitted
	D - I become the owner of an In Progress Automation Task
	D - I become the owner of an In Progress Manual Task
	D - I become the owner of an In Progress Vault Task
	D - I become the owner of any Deployment
Deployment Process Template	RT - Any Release Template changes owner
	RT - Any Release Template changes state
	RT - Any Release Template changes to inactive
	RT - Any Release Template I submitted changed state
	RT - Any Release Template I submitted changed to inactive
	RT - Any Release Template is submitted
	RT - I become the owner of any Release Template
Other (Auxiliary)	RA - Any Rlm Aux changes owner
	RA - Any Rlm Aux changes state
	RA - Any Rlm Aux changes to inactive
	RA - Any Rlm Aux I submitted changed state
	RA - Any Rlm Aux I submitted changed to inactive
	RA - Any Rlm Aux is submitted
	RA - I become the owner of any Rlm Aux
Development Change Request (DCR): SBM Incident	I - Any Incident changes owner
	I - Any Incident changes state
	I - Any Incident changes to inactive
	I- Any Incident I submitted changed state
	I - Any Incident I submitted changed to inactive
	I- Any Incident is submitted
	I - I become the owner of any Incident
Business Change Request (BCR): SBM Issue	I - Any Issue changes owner
	I - Any Issue changes state
	I - Any Issue changes to inactive
	I- Any Issue I submitted changed state
	I - Any Issue I submitted changed to inactive
	I- Any Issue is submitted
	I - I become the owner of any Issue
Development Change Request (DCR): Dimensions CM Request	RV - Any Change Request changes owner
	RV - Any Change Request changes state
	RV - Any Change Request changes to inactive
	RV - Any Change Request I submitted changed state
	RV - Any Change Request I submitted changed to inactive
	RV - Any Change Request is submitted
	RV - I become the owner of any Change Request
Request for Change (RFC): SSM CAR	CAR - Any Change Request changes owner
	CAR - Any Change Request changes state
	CAR - Any Change Request changes to inactive
	CAR - Any Change Request I submitted changed state
	CAR - Any Change Request I submitted changed to inactive
	CAR - Any Change Request is submitted
	CAR - I become the owner of any Change Request
Environment	E - Any Environment changes owner
	E - Any Environment changes state
	E - Any Environment changes to inactive
	E - Any Environment I submitted changed state
	E - Any Environment I submitted changed to inactive
	E - Any Environment is submitted
	E - I become the owner of any Environment

What Can You Change?

You can modify the provided notifications and configure additional notifications as needed to support your release management processes.

Notifications in SBM are e-mail messages sent to users when certain events or conditions occur in the system. Notifications can also be used to automatically add and remove items from folders and to execute scripts.

You can change the following notification information:

Add notifications
Modify notifications
Subscribe users to notifications

What is the Impact?

If you add a notification, you must subscribe users to it so that they will be sent to them upon the event associated with the notification.

How Do You Change It?

You can manage notifications in SBM System Administrator according to the SBM documentation.

Documentation References

Complete documentation on configuring SBM notifications is in the Serena Business Manager System Administrator Guide in "Managing Notifications".