OCTO:Open Core for Technology Orchestration/TDOMS/TD/OMS Kanban

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Setup the TD/OMS Kanban Provider

Point your browser to https://octo.remainsoftware.com and login.

If you visit Octo for the first time, you will see the following page:


Octo start.png


Press the link or the '+' icon to create a new perspective.


Octo new perspective.png


Enter the name of the perspective and press Enter.


Octo install plugin.png


Click on the + Install Plugin... link to install a plugin on that location.


Octo kanban install.png


Find the Kanban Plugin in the list, and press Install.


Octo kanban demo.png


The Demo Kanban provider will be shown. Press the full-screen icon to make that location full screen.

This provider works against test data. You can freely play around with it.


Octo kanban kanban settings.png


Press the settings icon to add a new Kanban Provider. Make sure to use the correct port and host just like you configured earlier. When the connection is successful, login with your IBM i credentials.


Octo kanban select provider.png


Press the eye button to reveal the selection header.

Select a Kanban board from your available boards.

Follow this link if you do not see your Tasks...


Octo kanban select search.png


The Kanban Board gives you a visual representation of the Tasks per release.

Press the magnifier button to filter the lists of tasks.

Setup the TD/OMS Kanban Backend

The available providers in your Kanban board depend on your TD/OMS backend settings.

To avoid a mess, the following rules are followed.

A Kanban Board is calculated from the Release field in the Task.
A list of all unique releases is fetched based on this field.
An application must have a release code set (Use the STRAD command).
If the release is not set, then the applications' tasks are not visible in the Kanban. To see something, enter a release code in the application.
A Kanban Board equals all tasks with the same Release.
However, a release board is not visible if it does not contain at least one open task.


  • Use the command STRAD to add a release number to an application
  • Use the GUI or the STRFM command to assign a release to a Task


A release number can be something like V15M02 or SPRINT2 or whatever you use to group.