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Catalyst Edition Administration

This article explains how to configure different editions of Agility.

Overview

On the System Configuration page, you can customize Digital.ai Agility to your specific environment by enabling or disabling the extended features (defects, issues, requests, and retrospectives) displayed throughout the system.

Steps

  1. From the sidebar (left-pane menu options), click Admin > Configuration > System.
  2. Choose from the following options and click Apply.
OptionDescription
Enable FeaturesBuild Integration

Replaces the "Build" text field on backlog items with a relationship to the Build ​Run asset
Replaces the "Found In Build", "Found in Version", and "Resolved in Build" fields in defects with a relationship to the Pipeline Run asset

Changesets

Enables automated Source Control Management integration by adding a new Changeset asset that is related to backlog items and defects

Defects

Enables the Defects asset

Issues

Enables the Issues asset

Retrospective

Enables the Retrospectives asset

Guest Collaborators

Allows Guest Collaborators in to participate in Conversations

SMTP must be enabled for Guest Collaborators to properly function.
Terminology OverridesAllows you to change the default terms Digital.ai Agility uses to refer to stories or backlog items, sprints or iterations, portfolio items or epics, and units of measure. Note that these changes override any localization changes that have already been applied.
Items to note:

Portfolio Item Prefix impacts the menu selections under the Portfolio Planning section
Portfolio Item impacts the asset name
OptionsAllow password resets

Allows users to reset their own passwords

Timezone

Displays time stamps and sprint boundaries in the selected time zone. If not configured, the system uses the server's time zone setting.
Effort TrackingEnables Effort Tracking in the system. By default, Effort Tracking is disabled in the Scrum methodology template, but enabled for other methodology templates.
Administrative ContactsAllows you to enter one or more email addresses to be notified in case of system downtime or other critical issues. These addresses are used by the Digital.ai Agility online operations group to broadcast important updates to on-demand customers on an as-needed basis. This list is not used for marketing purposes. Typically, this list includes system administrators and other key users.
For readability, separate email addresses by new lines. Below are examples of valid email formats:

 Andre Agile <andre.agile@company.com>  
sally@company.com
 Lee B. <leebain@company.com>

Notes:

  • All members should be off the system when making this change.
  • Changing the System Settings options do not affect the data stored in the database.
  • If defects were created with Estimates, for example, and scheduled within sprint , the sprint totals will still include those defects even if they are disabled

Setup and Administration

All Editions

Ultimate Edition Administration

Catalyst and Ultimate Edition Administration

Catalyst Enterprise and Ultimate Edition Administration

Enabling or Disabling Features and Options for Enterprise and Ultimate Editions

Configuring and Testing SMTP Settings

Configuring Terminology and Localization Options

Getting Started for Administrators

Getting Started by Role

Working with Defects

Tracking Impediments with Issues

Retrospectives

Using Conversations

Guest Collaborators

Admin Privileges Role Summary and Descriptions