Managing instances and orgs

Review the existing instances and orgs, add and activate new ones and remove or disactivate the ones that are no longer needed. Here you can also set up the Quality Gates for instances that have at least one scan done.

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. 

→ To add an instance or org

1. Login to the Quality Clouds Admin portal at https://portal.qualityclouds.com/.
2. Go to Account section.
3. In the Instances tab, click the  Add button. 
4. Select your SaaS tab (if you use several SaaS with Quality Clouds). 
5. Perform the set up as described for each platform:
   • For ServiceNow: Defining ServiceNow instances
   • For Salesforce: Setting up Salesforce orgs or Setting up Salesforce Git repositories
   • For Office 365: Setting up Quality Clouds environment for Office 365

Editing instances and orgs

Review the list of your defined instances and orgs to monitor all the environments covered by Quality Clouds. Here you can edit the setting of an instance/org, create schedules for scans and run connectivity tests.

Editing instances/orgs

Edit existing instances/orgs connected to Quality Clouds. Here you can update instance credentials and definition. 

→ To edit instances/orgs

1. Login to the Quality Clouds Admin portal at https://portal.qualityclouds.com/.
2. Go to Account section.
3. Expand the Instances tab, and navigate to the instance of your choice.
4. Click the  Edit instance button. The instance definition window opens. 
5. Review and update the set up 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. Login to the Quality Clouds Admin portal at https://portal.qualityclouds.com/.
2. Go to Account section.
3. Expand the Instances tab, and navigate to the instance of your choice.
4. Click the Schedules button. The schedules window opens.
5. Fill in the New schedule form, and click Add. 

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 tests

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.

Setting up Quality Gates

Find out more, and check how to set up a Quality Gate.