Managing your profile
This topic explains how to customize your profile and apply your personal settings according to your preferences. Your profile settings are different from your System > Settings. The changes that your make to your profile settings do not apply globally. If you change your profile settings and another user accesses the same system that you are using, your changed settings are not visible to the other user.
(Version 5.0.04 and earlier) To manage your profile
To set your profile settings
- Click on Profile at the top right side of your screen to display your default profile settings.
- View the following settings and change them as you like:
- First name: Represents the first name of the user with which you log on to the system
- Last name: Represents the last name of the user with which you log on to the system
- Email: Represents the email ID of the user.
- Role: Represents the role with which you logon to the system. This is not editable.
- Password: Represents the password that you use to logon to the system.
- Confirm Password: Re-enter your password for confirmation.
- Contact Number: Represents the contact number of the user.
- Time Zone: Select from a list of various time zones.
- Display First Day In Calendar: Represents your calendar settings throughout the system. Select from the list of days to mark that day as the first day in your calendar.
- Dashboard/Request tab default view: Represents the default settings of your Dashboard page. If you select the Request tab option, and then opening the Dashboard page, My Requests tab is active. If you select the Calendar tab option, then on opening the Dashboard page, the Calendar tab is active. The same setting applies for the Requests tab.
- Request list order: Represents the order of the requests in which they are created and displayed on the Requests tab. Select Ascending to display requests in the order in which they are created. Select Descending to display the requests in an order where the last request is displayed first at the top of the page.
- API Key: Click the (show) link to display the API key used for accessing the product. The API key is visible only to users with administrator privileges.
- Click Update to save your changes.
To set your calendar preferences
- Click Profile at the top right side of your screen and then click the Calendar Preferences tab.
- You can select from a list of options to show on your calendar. This setting when saved applies to all your calendar settings throughout the system.
- Click Save to save your changes.
Notes
- The Request ID and Name options are selected by default and are not editable.
- These settings are different from that appearing under System > Settings. The changes you make to your calendar preferences appearing under System > Settings are changes that are applied globally while the one on your profile are personal settings.
To set your request list preferences
- Click Profile at the top right side of your screen and then click the Request List Preferences tab.
- On this page, you can do multiple customizations such as:
- Enable or disable the options appearing under the Name column, by clicking the check box appearing next to the option. If you select the check box next to an option appearing under the Name column, that option shows as one of the columns on the list appearing under the Requests tab.
- You can change the order in which the columns appear in the list of requests on the Requests tab. You can do this by dragging the various options under the Name column upwards or downwards. The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles on the Requests tab (left to right).
- To revert to your default settings, click Reset request list preferences link at the end of the list.
Note
The first three columns shown under the Requests tab is not available for customizations on the Request List Preferences tab.
To set your step list preferences
You can customize information for steps that is displayed in the Steps section of a request. The first three columns, Step, Status, Name and the last column, Actions shown in the list of steps under the Requests tab is not available for customizations.
Note
Step List Preferences configured in your profile on the BMC Release Process Management Classic UI are not applied on the RLM Requester UI (now called RPM Requester UI, 5.0.03.001 onward). To configure step details table on the Requester UI, see Viewing step details.
- At the top right side of your screen, click Profile, and then click the Step List Preferences tab.
To add or remove columns that display step information, in the Enable/Disable column, select or clear the check boxes next to the required names that correspond to the columns appearing on the list of steps under the Requests tab.
Note
By default, the following columns are not displayed in the list of steps.
- Start by: Displays the scheduled start time for a step
- Complete by: Displays the scheduled end time for a step
- Work started at: Displays the actual start time of a step
- Work finished at: Displays the actual end time of a step
- Duration (RPM Classic UI): Displays how much time has passed since a step started running. This column corresponds to the Elapsed column on the BMC Release Lifecycle Management Requester UI (now called Release Process Management - Requester UI, 5.0.03.001 onward).
- To change the order in which the columns appear in the list of steps on the Requests tab, drag
upwards or downwards next to the appropriate column name.The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles for the list of steps on the Requests tab (left to right).
- To revert to your default settings, at the end of the list, click Reset step list preferences link.
(Version 5.0.05 onwards) To manage your profile
From this release, you can access your profile settings by clicking on your userName on the top right corner.
To set your profile settings
- Click on userName at the top right side of your screen. From the dropdown list, select Profile to display you default profile settings.
- View the following settings and change them as you like:
- First name: Represents the first name of the user with which you log on to the system
- Last name: Represents the last name of the user with which you log on to the system
- Email: Represents the email ID of the user.
- Role/Groups: Represents the role/group with which you logon to the system. This is not editable.
- Password: Represents the password that you use to logon to the system.
- Confirm Password: Re-enter your password for confirmation.
- Contact Number: Represents the contact number of the user.
- Time Zone: Select from a list of various time zones.
- Display First Day In Calendar: Represents your calendar settings throughout the system. Select from the list of days to mark that day as the first day in your calendar.
- Dashboard/Request tab default view: Represents the default settings of your Dashboard page. If you select the Request tab option, and then opening the Dashboard page, My Requests tab is active. If you select the Calendar tab option, then on opening the Dashboard page, the Calendar tab is active. The same setting applies for the Requests tab.
- Request list order: Represents the order of the requests in which they are created and displayed on the Requests tab. Select Ascending to display requests in the order in which they are created. Select Descending to display the requests in an order where the last request is displayed first at the top of the page.
- API Key: Click the (show) link to display the API key used for accessing the product. The API key is visible only to users with administrator privileges.
- Click Update to save your changes.
To set your calendar preferences
- Click on userName at the top right side of your screen. From the dropdown list, select Profile. Click on the Calendar Preferences tab.
- You can select from a list of options to show on your calendar. This setting when saved applies to all your calendar settings throughout the system.
- Click Save to save your changes.
Notes
- The Request ID and Name options are selected by default and are not editable.
- These settings are different from that appearing under System > Settings. The changes you make to your calendar preferences appearing under System > Settings are changes that are applied globally while the one on your profile are personal settings.
To set your request list preferences
- Click on userName at the top right side of your screen. From the dropdown list, select Profile. Click on the Request List Preferences tab.
- On this page, you can do multiple customizations such as:
- Enable or disable the options appearing under the Name column, by clicking the check box appearing next to the option. If you select the check box next to an option appearing under the Name column, that option shows as one of the columns on the list appearing under the Requests tab.
- You can change the order in which the columns appear in the list of requests on the Requests tab. You can do this by dragging the various options under the Name column upwards or downwards. The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles on the Requests tab (left to right).
- To revert to your default settings, click Reset request list preferences link at the end of the list.
Note
The first three columns shown under the Requests tab is not available for customizations on the Request List Preferences tab.
To set your step list preferences
You can customize information for steps that is displayed in the Steps section of a request. The first three columns, Step, Status, Name and the last column, Actions shown in the list of steps under the Requests tab is not available for customizations.
Note
Step List Preferences configured in your profile on the BMC Release Process Management Classic UI are not applied on the RLM Requester UI (now called RPM Requester UI, 5.0.03.001 onward). To configure step details table on the Requester UI, see Viewing step details.
- Click on userName at the top right side of your screen. From the dropdown list, select Profile. Click on the Step List Preferences tab.
To add or remove columns that display step information, in the Enable/Disable column, select or clear the check boxes next to the required names that correspond to the columns appearing on the list of steps under the Requests tab.
Note
By default, the following columns are not displayed in the list of steps.
- Start by: Displays the scheduled start time for a step
- Complete by: Displays the scheduled end time for a step
- Work started at: Displays the actual start time of a step
- Work finished at: Displays the actual end time of a step
- Duration (RPM Classic UI): Displays how much time has passed since a step started running. This column corresponds to the Elapsed column on the BMC Release Lifecycle Management Requester UI (now called Release Process Management - Requester UI, 5.0.03.001 onward).
- To change the order in which the columns appear in the list of steps on the Requests tab, drag
upwards or downwards next to the appropriate column name.The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles for the list of steps on the Requests tab (left to right).
- To revert to your default settings, at the end of the list, click Reset step list preferences link.
To view details of BRPM
You can now see the details of the version of BMC Release Process Management software you are using. To view these details, do the following:
- Click on userName at the top right side of your screen. From the dropdown list, click on About.
- A pop-up window is displayed. You can see the BRPM version and build number here.