Account- Instances

In the ‘Instances tab, you can review the existing instances and orgs, add and activate new ones, and remove or deactivate those no longer needed. Additionally, you can set up Quality Gates for instances that have at least one scan done and set up the Peer Review functionality.

This is a Quality Clouds admin action, accessible to admin users in the admin portal.

What does each item show? #

• Description: Presents the name of the instance.
• Tags: Displays any added tags for quick reference
• URL: Contains the link to the instance
• Connectivity Test Result
• Environment: show the environment in which the instance has been created.
• Actions: Users can view Alerts, edit the instance, schedule a scan, test the connectivity of the instance, and manage the tags.

Adding instances and orgs #

Depending on your needs, you may want to connect one or more instances or orgs, which can cover development, integration and production environments. 

Defining instances and orgs in Quality Clouds Admin portal is just one part of connecting your SaaS platforms. Make sure to follow the Connecting ServiceNow, Connecting Salesforce  and Connecting O365.

→ To add an instance or org #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. In the Instances tab, choose the platform where you want to create an instance.
4. Click the Add button . 
5. Add the required information for each platform:
   • For ServiceNow: Defining ServiceNow instances
   • For Salesforce: Setting up Salesforce orgs or Setting up Salesforce Git repositories
   • For Office 365: Defining Dynamics Cloud Office 365 Instances or Defining Office 365 Git Repository.
     

Editing instances/orgs #

Edit existing instances/orgs connected to Quality Clouds. Here, you can update instance credentials and definitions. Additionally, manage features such as quality gates and peer review.

→ To edit instances/orgs #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. Find the instance of your choice.
4. In the Instances tab, click the editing button . 
5. Review and update the setup information, and click Save. 

You’ve just edited the details of your instance/org connection. 

Setting up schedules #

Set up a one-off or recurring schedule for your instance/org scans. 

→ To set up a schedule #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. Find the instance of your choice.
4. In the Instances tab, click the schedules button .
5. Fill in the New schedule form, and click Add. 

The default time zone of the Quality Clouds application is based on GMT+1 time. In order to schedule scans in your timezone, make sure you factor in the difference.

The new schedule is now added and is now in Inactive state. To activate the schedule and start the automatic scans, change its status to Active.

Running connectivity test #

A connectivity test is an embedded testing performance for your instance, to determine your instance is connected correctly and can, therefore, be scanned. 

Running an exhaustive automated test for your project is the primary factor that ensures its longevity, in which the connectivity test is also counted. 

See more about how to test connectivity.

Managing tags #

This functionality allows the user to add specific tags to the instance for quick reference. Click on the tags button

Managing alerts #

This functionality allows the user to view the alerts assigned to the instance. Click on the alerts button