Spira Admin 1: Introduction
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This document provides an introduction to being an administrator for the Spira system. It discusses the four main sections of being an admin: system, program, product, and template. It outlines common admin tasks like making a new product with a template, adding it to a program, and managing users. Admins can customize their system using custom fields and properties, with options like text, numbers, dates, lists and more. The session aims to give an overview of the admin orientation and building blocks of Spira.
Spira Admin 1: Introduction
- 1. Spira Admin 1 Introduction to being a Spira admin @Inflectra | #InflectraCon
- 2. Simon Bor Head of Products, Inflectra
- 3. Session Aims
- 4. … or if you want to get technical Admin orientation Building blocks Users Custom properties
- 7. The four sections of Spira admin System Program Product Template
- 8. System Program Product Template Product Membership Components Data syncs Planning History of changes
- 11. System Program Product Template Users Roles Making products & programs Integrations Custom reports Security
- 12. How to know if you are an admin
- 13. Building blocks
- 15. … or if you want to get technical 1 Make a new product 2 Choose its template 3 Make a program 4 Add the product to the program
- 21. Users
- 23. View users
- 24. Add Users Two Ways
- 25. Who can do what: user roles Limited view Product admin Template admin
- 26. Role permissions
- 27. How many user roles are possible? 295,148,000,000,000,000,000
- 28. Adding Users to a Product
- 33. Custom lists
- 34. Custom lists
- 35. Final tips
- 36. You can learn a lot from the admin menu / spiradoc.inflectra.com System admins: make a dummy private product and template to play with Admin 2 will be a deeper dive
- 37. Admin in 4 parts products, templates, programs, system Common admin actions make a product, with a new template, add it to a program Manage users add, edit, approve, manage roles, add to products Custom fields 30 per artifact per template, as many lists as you want
Editor's Notes
- #2: Welcome to Spira Admin 101
- #4: Over the next 40 minutes we’re going to look under the hood at how Spira runs and the power we give you to get it running just the way you need. My goal is to give you a roadmap for finding your way around Spira administration, and getting a better sense of what a Spira admin does. You don’t need to be a Spira admin to get something out of this. Just knowing what options are available where has really helped me understand the tool better I want this to be interactive, so there will be some space for questions throughout. And also prizes in the form of candy. Can I have a show of hands - how many of you are Spira Admins? Of those who are, how many are new to being an admin? OK next question: how many of you are cat owners? And of the cat owners, how many of you have cats who love yarn? And does anyone have a black cat?
- #5: We are going to cover 4 things – starting with an abstract overview, and then walking through some basic tasks in the application itself.
- #6: OK first question: how many different parts are there in Spira administration – specifically SpiraPlan (it has more than the others). Just guess a number and whoever is closest gets some candy.
- #7: The answer is 58! That’s a lot. I’ve used or checked things on all of them, but there’s no way I could list them all. Together they help control and tailor who can use what, how each product is set up, and more.
- #8: Let’s break it down into more manageable bits. 4 is a lot easy to talk about than 58. As of 6.0 there are 4 parts to admin: administering products, editing the templates that control products, the programs that you group products in, and then the system
- #13: The key is to look for the cogs
- #15: Let’s walk through doing some basic stuff – a few steps that are pretty common for a system admin to do
- #16: OK this is a tough question: can anyone guess what this abstract diagram says we are going to do?
- #18: If you are a system admin, whenever you open the admin menu, you will see the system admin menu options at the bottom. In our first step we’re going to make a product.
- #28: For a quick bonus – can anyone actually ready out that number? I had to look it up btw
- #30: We’ve made products, looking into users, and now we’re in the home stretch. Custom properties are a way to add extra fields to many parts of the system
- #32: Each artifact type, for each template can have up to 30 custom fields. That’s a lot. You access all of them from this one page – and select the artifact you want to add them to
- #34: The lists are special – you set them up separately from the custom properties. You can have as many custom lists as you want, and can use the same list across different custom properties and artifacts
- #35: The lists are special – you set them up separately from the custom properties. You can have as many custom lists as you want, and can use the same list across different custom properties and artifacts