User Profile
Last updated
Last updated
Numerous configuration options are available to users when setting up their profile in ARM. The Profile section allows users to view and update their basic information, personal email settings, etc.
To access user preferences, click your user name in the upper right corner and select Profile.
The Personal Details section displays your full name, ARM user name, email address, phone number, etc. Your personal details will be populated, as the system administrator must enter this information when creating a new user account. In this section, you can update your name, phone number, address, etc., accordingly.
Important Note:
System Administrators can change your Email and Username.
To avoid conflicts and get correct data while conducting any activity in ARM, ensure the Time Zone you set here matches the time zone you defined in Salesforce.
The My Projects section will list all the projects that you have created or have permission to view. Users with admin-level permissions will have access to all projects.
The My Roles displays the list of roles assigned to the user. If you have admin roles and permission, you can perform all the tasks an administrator can perform and access all modules within ARM.
If users maintain an individual version control branch for every release, they must map every branch to Salesforce Org and Version Control branches to keep synchronizing with Salesforce Org. To overcome this daily routine, ARM provides the option to skip the Org Mappings part and directly perform commits.
NOTE:
If a sub-user does not have access to the "SF ORG MGMT" page and the Skip Mapping option is not enabled for their profile, they will be unable to view the mapped Salesforce Orgs in EZ Commit, even if they have permission to access those Orgs.
To resolve this issue, the admin must grant the sub-user access to the "SF ORG MGMT" page. This can be done by selecting the human icon in the screenshot below.
Then, the sub-users can view the mapped Salesforce Orgs in the EZ Commit screen once the user is added.
View the Salesforce Orgs assigned to you, or you have permission to view.
View the Version Control Repositories here based on the Salesforce Orgs selected in the My Salesforce Orgs section. Map the required repositories by choosing the correct Credential from the drop-down field. Click Test Connection to determine whether the connection has been authenticated or not.
Under My ALM Mappings section, you can map your ALM using your credentials or Re-Authenticate Jira ALMs configured with OAuth access.
For ALM type IBMRTC (IBM Rational Team Concert) and JIRA, we have added the filter to fetch specific work items according to the filter applied.
According to the filter set, only specific work items will get fetched. When the developers progress (via EZ-Commit or merge operation in ARM) on updating the ALM status, they are reflected on the corresponding work items. If the user wishes to discard the filter selected, uncheck the Apply My Filter option, and all work items will get fetched.
My Default Page is the first page that appears when you log in to ARM. You can customize ARM to open any page as the default page.
The next step is to map your profile with the Version Control system you will be working with and the associated Salesforce Org.
Go to the Profile section.
Scroll down to My Salesforce Orgs.
Select the Salesforce Org and assign the Salesforce Org User to them.
Next, Scroll down to My Version Control Mappings.
Select the Repository and assign the user.
Important Note:
If users maintain an individual Version Control branch for every release, then to keep synchronizing with Salesforce Org and the version control branch, they need to map every branch to Salesforce Org. ARM provides a Skip Mapping option under Profile>My Roles to skip the org mappings part and directly perform commits to overcome this daily routine.
Click Save.
Go to Admin > SF Org Mgmt, select your org, and scroll down to Salesforce Org - Mappings.
Select the mapping against the version control that you have set up.
Click on Save Mappings.
