User guide

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2. Double-click the group you want to start editing.
3. Edit the group name and description.
4. In the Security tab, you can configure permissions for this Group to perform different actions in the
system.
5. In the Stage Type Security tab, you can identify which Stage Type this Group has access to with its
specific permissions.
6. Choose the Save & Close button in the Security Groups form title bar to persist your changes.
2.5 Configure TFS Connections
1. In the main menu, choose Administration. Then, in the sub-menu, choose Manage TFS. The list of TFS
Connections currently configured in RM will be shown.
2. Choose the New button on the top of the list of TFS Connections.
3. Enter your TFS URL in the Name or URL of the TFS field.
Note: As the TFS field properties are modified, the end result is shown lower in the field URL.
4. Select the version of TFS, its Path, port number and protocol.
5. Next, the user to connect to TFS needs to be selected. The connection to TFS will be done using the
supplied account on behalf of the currently logged in user (to preserve correct rights to TFS).
Note: To know which user to use, check this article.
6. When all information is entered, choose Verify to validate the connection. If the connection succeeds, a
green checkmark appears and the Save button is enabled.
7. Finally, in the title bar, choose the Save button to persist your changes.
2.6 Configure Pick Lists
2.6.1 Configuring Stage Types
Stage types are the logical steps required to bring a build from development to production (Development, QA, UAT,
Volumetric tests, Production…).
1. In the main menu, choose Administration. Then, in the sub-menu, choose Pick Lists. The list of all
available pick lists will appear.
2. In the list of pick lists, choose Stage Type. The list of all stage types will appear on the right side.
3. To edit a stage type, choose its description and modify it. To add a new stage type, choose the Add button
and enter a description.
4. Choose the Save button to persist your changes.