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Index Overview
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 10       Gemini 4
usage
 10.1         Getting Started
install
usage
 10.2         Installing
install
 10.2.1           Requirements
install
 10.2.2           Automated Installer
install
 10.2.3           Microsoft Web Platform
install
 10.2.4           Zip File
install
 10.2.5           Scheduler Service
install
 10.3         Upgrading
install
migration
 10.3.1           Upgrading Existing Installations
install
migration
 10.3.2           Upgrading 4.1.x to 4.2
install
migration
 10.3.3           Upgrading 4.0.x to 4.2
install
migration
 10.3.4           Upgrading 3.7.x to 4.2
install
migration
 10.3.5           Upgrading 3.6.x to 4.2
install
migration
 10.3.6           Upgrading 3.5.x to 4.2
install
migration
 10.3.7           Upgrading 3.1.x to 4.2
install
migration
 10.3.8           Upgrading 3.0.x to 4.2
install
migration
 10.3.9           Upgrading 3.0.0 to 4.2
install
migration
 10.3.10            Upgrading 2.2 to 4.2
install
migration
 10.3.11            Upgrading 2.1.x to 4.2
install
migration
 10.3.12            Upgrading 2.0.x to 4.2
install
migration
 10.3.13            Upgrading 1.9.1 to 4.2
install
migration
 10.3.14            Upgrading 1.9/1.9a/1.9b to 4.2
install
migration
 10.3.15            Upgrading 1.8.x to 4.2
install
migration
 10.3.16            Upgrading 1.7 to 4.2
install
migration
 10.3.17            Upgrading 1.6.3 to 4.2
install
migration
 10.4         Projects
projects
 10.4.1           Project Concepts
projects
 10.4.1.1             Grouping Projects
projects
 10.4.1.2             Components
projects
 10.4.1.3             Versions
projects
 10.4.1.4             Roadmap
projects
 10.4.1.5             Change Log
projects
 10.4.1.6             Dashboard
projects
 10.4.2           Project Customization
projects
 10.4.2.1             Project Settings
projects
 10.4.2.2             Single, Multiple Item Options
projects
 10.4.2.3             Item Type, Priority, Severity Options
projects
 10.4.2.4             Default Values
projects
 10.4.2.5             Components
projects
 10.4.2.6             Versions
projects
 10.4.2.7             Project Attributes
projects
 10.4.2.8             Which Fields Are Displayed?
projects
custom-fields
 10.5         Item Management
items
 10.5.1           Overview
items
 10.5.2           Creating
items
 10.5.3           Editing
items
 10.5.4           Viewing
items
 10.5.5           Visibility
items
 10.5.6           Custom Fields
custom-fields
items
 10.5.7           Comments
items
 10.5.8           Hierarchy
items
 10.5.9           Links
items
 10.5.10            Recurrence
items
 10.5.11            Estimates & Time Logs
items
time
 10.5.12            Source Control Links
items
 10.5.13            Audit Trails
items
 10.5.14            Workflow
items
 10.5.15            Filter Items
items
find-filter
 10.5.15.1              Using the Filter
items
find-filter
 10.5.15.2              Saving and Reusing Filters
items
find-filter
 10.5.15.3              Cross Project Roll-ups
items
find-filter
 10.5.16            Patterns
usage
projects
items
 10.6         Planning Board
usage
 10.7         Time Management
items
time
 10.7.1           Time Reports
items
time
 10.7.2           Recording Time
usage
items
 10.8         Notifications
usage
 10.8.1           Project Alerts
usage
 10.8.2           Item Watchers
usage
 10.9         Test Management
testing
 10.9.1           Approach
testing
 10.9.2           Plans
testing
 10.9.3           Cases
testing
 10.9.4           Runs
testing
 10.9.5           Traceability
testing
 10.9.6           Filtering
testing
 10.10          Management
admin
 10.10.1            Administration
admin
 10.10.1.1              General Configuration
admin
 10.10.1.2              SMTP and Notifications
admin
 10.10.1.3              Projects
admin
 10.10.1.4              Custom Fields
admin
 10.10.1.5              Item Management
admin
items
 10.10.1.6              Test Management
admin
testing
 10.10.1.7              Licensing
install
admin
 10.10.2            Users & Security
admin
security
 10.10.2.1              User Management
admin
security
 10.10.2.2              Global and Project Groups
admin
security
 10.10.2.3              Working with Global Groups
admin
security
 10.10.2.4              Working with Project Groups
admin
security
 10.10.2.5              Available Permissions
admin
security
 10.10.2.6              Project Resources
admin
security
 10.10.2.7              Assigning Permissions to Projects
security
admin
 10.10.2.8              Windows Authentication
security
admin
 10.10.2.9              Active Directory Integration
admin
security
 10.11          Using Add-on Products
usage
add-ons
 10.11.1            Visual Studio 2008/2010
usage
add-ons
visual-studio
 10.11.2            Gemini Desktop
usage
add-ons
desktop
 10.11.3            Microsoft Outlook
admin
add-ons
ms-outlook
usage
 10.11.4            Converse
converse
 10.11.4.1              Installation
converse
 10.11.4.2              Core Mailbox Setup
converse
 10.11.4.3              Selecting Emails to Process
converse
 10.11.4.4              Manipulating Email Content
converse
 10.11.4.5              Outbound Notifications
converse
 10.11.4.6              Project Mapping
converse
 10.12          API
api
 10.12.1            Introduction
api
 10.12.2            Enabling API support
install
api
 10.12.3            Authentication
api
 10.12.4            Response Formats
api
 10.12.5            .NET Quick-start
api
 10.12.6            Schema Reference
api
 10.12.7            Administration API
admin
api
 10.12.8            Alerts API
api
 10.12.9            Custom Fields API
custom-fields
items
api
 10.12.10             Groups API
security
api
 10.12.11             Items API
items
api
 10.12.12             Projects API
projects
api
 10.12.13             Users API
security
api
 10.12.14             Testing API
testing
api
 10.13          User Profile
usage
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123 documents found.


Overview

items

An item in Gemini represents something that can be assigned to a resource (or resources) that requires effort to complete it. An item can represent a Bug, Task, Enhancement, Requirement, Change Report, Support Ticket, Investigation or anything you wish.

Here is a list of pre-defined item types that ship with Gemini.

image

 

You can amend existing or add your own item types and vary them by project.

image

Core Fields

Out of the box, an item can have the following attributes (fields) against it.

  • Project – where does this item belong?
  • Type – what is the type of the item (e.g. bug)?
  • Title – short title
  • Description – detailed description, can be rich text and may contain images.
  • Visibility – who can see the item?
  • Components – which components does the item belong to within a project?
  • Priority – when should the item be addressed?
  • Severity – what is the impact of the item?
  • Resources – who is working on the item?
  • Status – what is the current status of the item (e.g. In Progress)?
  • Resolution – what was the outcome of the item (e.g. Will Not Fix)?
  • Fixed Version – when is the item scheduled?
  • Version Affected – which previous project iterations does the item affect?
  • Start Date – when are we supposed to start work on the item?
  • Due Date – when are we expected to finish work on the item?
  • Work Estimate – what it is the estimated effort in hours/minutes for the item?
  • Percentage Complete – what is the current progress of the item as a percentage figure?
  • Reported By – who reported (logged) the item?
  • Recurrence – does the item require repetitions?
  • Attachments – multiple attachments for the item

You control who can see and edit which field and when by per item type. For example you may have different field requirements for Bugs and Tasks and even control which user groups can perform which actions on these items.

Workflow is used to control how an item flows through it’s lifecycle of creation to closure.

In addition core fields, custom fields can also be defined and attached to items.


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