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

123 documents found.

This quick guide will introduce the key concepts and features within Gemini. Use it to get a feel of how Gemini works and can help your teams to deliver better projects. 

You should use the sample database that was installed during the Gemini installation process. Default login username is "manager" with a password of "manager".

First Look

Projects within Gemini are organized under categories allowing you to group related projects together. Three ways to organize:

• Departmental
• Line of Business / Business Unit
• Clients

Each Project Dashboard provides a quick way for you to see the state of play within your project. What is going on? Who's working on what?

The project Roadmap provides a forward-looking view of what's coming up:

The project Changelog provides a historic view of the project's accomplishments:

Take some time to look around the other tabs within the project.

Configuring Email Notifications

First setup your SMTP server details so that Gemini can send email notifications:

Now select a project and choose which email notifications you wish to receive:

Your First Issue

Hover over the New Item link and log a Bug or some other type of item:

Notice what happens when you change the Type dropdown between Bug and Task. The screen changes to reflect the input fields we need to fill in for that type:

Gemini allows you to define different screens for different types of work items.

Finding Things That Matter

Click on the Items tab within a project and say hello to where you will spend most of your time in Gemini!

Now, click on the Components filter option and CTRL-select multiple items. Clicking View will mean Gemini retrieves only items that match your criteria. Go ahead and play around with the Filter to see how easy it is to find items by the various filter options:

Now lets bring items from all projects under the Development category. Just select the category and click filter:

Now go back to the Component filter option and notice how you now have filter options from BOTH projects under the Development category. This is how Gemini allows you bring together from differently structured projects.

Editing Items

Let's stay on Items tab and see how easy it is to update any item in the grid view. Just point-and-click to change any value on the grid including any custom fields that you may have defined:

But note that not all values can be changed. Why? Because Gemini allows you to control who can change which value and when.

Try to find a specific item by typing "48" into the Search box located right at the top of Gemini. It should take you right to the Item view:

Once again, note how all the item attributes on the left of the screen are point-click-update savvy.

Take a good look around to see how Gemini displays an Item - just note that everything you see on-screen can eb controlled to show/hide based on user permissions, group membership. The view also adapts depending upon the type of item you are viewing: different layouts for different types of work items.

Visual Planning

Head back to the Items tab within your project and click on Planner. Now drag and drop to move things around for real-time editing of items.

Each Card on the Planner represents an item - use the slider to adjust progress and hover over the dropdown menu on the Card to explore available actions. Use the Filter to control the items displayed and try changing what each axis represents!

Capture Your Data

Let's add our own dropdown field. Head over to Administration (top left) and click on Custom Fields under the Projects section. Add a custom field of type dropdown and use a static list to hold client names:

Note how you can select can choose which projects can use this custom field. 

Now that we have a custom field, let's put it into use via Screens. Click on Screens (under Items section) within Administration and edit the Edit Screen to include our newly defined custom field.

Do you see how Gemini allows you to select who sees which input field and when? Now do the same thing for the View Screen - include the Clients custom field.

Now lets navigate to item # 89 by typing "89" into the search box right at the top of Gemini - it should now display the item in question.