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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.


Projects

admin

Projects can be created and organized into groups for logical organization.

Grouping

Projects can organized into groups to help with cross-project reporting as well as helping users understand project relationships. Read more.

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Project Settings

Each project has various attributes and options that can be set accordingly.

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The Project Code should be unique and no more than ten characters.

The Project Lead is an autocomplete box that allows you to nominally select a project lead.

The Permissions option details the which permissions definition will be used for the project. Permissions define who can see what and when as well as defining the resources for the project.

The Type, Priority, Severity Group options defines the dropdown contents for the item type, priority and severity fields.

The Workflow option defines the default workflow for all Items within the project (e.g. Bug, Ticket, Enhancement, Task). Any Item level workflows will always override the this project level workflow setting.

The Screen option defines which Item level fields are visible on the Project Dashboard and the Items Filter. Read more.

Backup / Restore

Individual or multiple projects can be backed up into a proprietary Gemini format (JSON based).

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Templates

An existing Project with it’s Components, Versions, Items and Custom Fields can be saved as a template.

image

Once saved, a project template can be used to create new projects that can be pre-populated with Components, Versions and Items as per the template definition.

Creating a Project

New projects can be created based upon either an existing project or a save project template.

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