1		Installing Gemini 5
1.1		Pre-requisite Checks
1.2		Installing Gemini 5 Using Automated Installer
1.3		Installing Gemini 5 Using Zip File
1.4		Upgrading 5.0 to 5.1
1.5		Upgrading 4.2 to 5.1
1.6		Using Windows Authentication
1.7		Setting up with Geckoboard
1.8		Setting up with Lucidchart
1.9		MS Project Connector
2		Getting Started with Gemini 5
2.1		Signing in to Gemini
2.2		Navigation in Gemini
2.3		AppNav Cards
2.4		Gemini Terminology
2.5		Features and Functions
2.5.1		The Grid
2.5.2		The Planner
2.5.3		Activity Page
2.5.4		Timeline Page
2.5.5		Roadmaps and Changelogs
2.5.6		Documents
2.5.7		Standard Reports
2.5.8		The Calendar
2.5.9		Burndown and Burnup Charts
2.5.10		Ad Hoc Reporting with Excel
2.5.11		The Data Import Wizard
3		Creating and Managing Tasks
3.1		Creating Tasks
3.2		Rapid Planning (Creating Multiple Tasks)
3.3		The View Item Page
4		Structuring Projects
4.1		Creating Projects
4.2		Components in Gemini
4.3		Versions in Gemini
4.4		Setting Project Defaults
5		Breeze - Email-to-ticketing
5.1		Introduction to Breeze
5.2		Breeze: Queues
5.3		Breeze: SMTP Servers
5.4		Breeze: Mailboxes
5.5		Breeze: Response Templates
6		Sentry - Testing in Gemini
6.1		Introduction to Sentry
6.2		Test Cases
6.3		Test Plans
6.4		Test Runner (Executing Tests)
6.5		Test Run History
7		Project Templates
7.1		Project Templates: Introduction
7.2		Project Templates: Process
7.3		Project Templates: Screens and Visibility
7.4		Project Templates: Process Workflow
7.5		Project Templates: Custom Fields
7.6		Project Templates: Menus
7.7		Project Templates: Status, Priority and Severity
7.8		Project Templates: Resolution
7.9		Project Templates: Links
7.10		Project Templates: Time
8		People and Permissions
8.1		Users
8.2		Groups
8.3		Permissions
8.4		Active Directory Integration and Windows Authentication
9		Code Review & Source Control Connectors
9.1		SVN Server Installation
9.2		Client Side Gemini Tortoise SVN Integration
9.3		Git Source Control Connector
9.4		Mercurial Source Control Connector
9.5		TFS Source Control Connector
9.6		Using Saucery for Code Review
10		Gemini 4
10.1		Getting Started
10.2		Installing
10.2.1		Requirements
10.2.2		Automated Installer
10.2.3		Microsoft Web Platform
10.2.4		Zip File
10.2.5		Scheduler Service
10.3		Upgrading
10.3.1		Upgrading Existing Installations
10.3.2		Upgrading 4.1.x to 4.2
10.3.3		Upgrading 4.0.x to 4.2
10.3.4		Upgrading 3.7.x to 4.2
10.3.5		Upgrading 3.6.x to 4.2
10.3.6		Upgrading 3.5.x to 4.2
10.3.7		Upgrading 3.1.x to 4.2
10.3.8		Upgrading 3.0.x to 4.2
10.3.9		Upgrading 3.0.0 to 4.2
10.3.10		Upgrading 2.2 to 4.2
10.3.11		Upgrading 2.1.x to 4.2
10.3.12		Upgrading 2.0.x to 4.2
10.3.13		Upgrading 1.9.1 to 4.2
10.3.14		Upgrading 1.9/1.9a/1.9b to 4.2
10.3.15		Upgrading 1.8.x to 4.2
10.3.16		Upgrading 1.7 to 4.2
10.3.17		Upgrading 1.6.3 to 4.2
10.4		Projects
10.4.1		Project Concepts
10.4.1.1		Grouping Projects
10.4.1.2		Components
10.4.1.3		Versions
10.4.1.4		Roadmap
10.4.1.5		Change Log
10.4.1.6		Dashboard
10.4.2		Project Customization
10.4.2.1		Project Settings
10.4.2.2		Single, Multiple Item Options
10.4.2.3		Item Type, Priority, Severity Options
10.4.2.4		Default Values
10.4.2.5		Components
10.4.2.6		Versions
10.4.2.7		Project Attributes
10.4.2.8		Which Fields Are Displayed?
10.5		Item Management
10.5.1		Overview
10.5.2		Creating
10.5.3		Editing
10.5.4		Viewing
10.5.5		Visibility
10.5.6		Custom Fields
10.5.7		Comments
10.5.8		Hierarchy
10.5.9		Links
10.5.10		Recurrence
10.5.11		Estimates & Time Logs
10.5.12		Source Control Links
10.5.13		Audit Trails
10.5.14		Workflow
10.5.15		Filter Items
10.5.15.1		Using the Filter
10.5.15.2		Saving and Reusing Filters
10.5.15.3		Cross Project Roll-ups
10.5.16		Patterns
10.6		Planning Board
10.7		Time Management
10.7.1		Time Reports
10.7.2		Recording Time
10.8		Notifications
10.8.1		Project Alerts
10.8.2		Item Watchers
10.9		Test Management
10.9.1		Approach
10.9.2		Plans
10.9.3		Cases
10.9.4		Runs
10.9.5		Traceability
10.9.6		Filtering
10.10		Management
10.10.1		Administration
10.10.1.1		General Configuration
10.10.1.2		SMTP and Notifications
10.10.1.3		Projects
10.10.1.4		Custom Fields
10.10.1.5		Item Management
10.10.1.6		Test Management
10.10.1.7		Licensing
10.10.2		Users & Security
10.10.2.1		User Management
10.10.2.2		Global and Project Groups
10.10.2.3		Working with Global Groups
10.10.2.4		Working with Project Groups
10.10.2.5		Available Permissions
10.10.2.6		Project Resources
10.10.2.7		Assigning Permissions to Projects
10.10.2.8		Windows Authentication
10.10.2.9		Active Directory Integration
10.11		Using Add-on Products
10.11.1		Visual Studio 2008/2010
10.11.2		Gemini Desktop
10.11.3		Microsoft Outlook
10.11.4		Converse
10.11.4.1		Installation
10.11.4.2		Core Mailbox Setup
10.11.4.3		Selecting Emails to Process
10.11.4.4		Manipulating Email Content
10.11.4.5		Outbound Notifications
10.11.4.6		Project Mapping
10.12		API
10.12.1		Introduction
10.12.2		Enabling API support
10.12.3		Authentication
10.12.4		Response Formats
10.12.5		.NET Quick-start
10.12.6		Schema Reference
10.12.7		Administration API
10.12.8		Alerts API
10.12.9		Custom Fields API
10.12.10		Groups API
10.12.11		Items API
10.12.12		Projects API
10.12.13		Users API
10.12.14		Testing API
10.13		User Profile

194 documents found.

Project Templates

Project Statuses

Once you have created a Process definition you must create at least one Status code for your Project Template. You must define the statuses that items created from your Project Template can pass through. To do this, navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have Gemini Administrator privileges you will then be able to navigate to the Templates tab and the Status sub tab. You will see the following screen:

Make sure that you have selected the Project Template that you wish to maintain Status values for from the drop-down list. In the sample screen shot above we are maintaining status values for the “Breeze Help Desk Template” only.

To Add a new Status value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Status
• Comment – any comment you might wish to add about the meaning of the status
• Icon – an icon to visually represent the Status (Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that are in the Status
• Final? – whether Gemini should consider this Status as being the last Status that the item can reach

Click Save to create the Status value. When configuring Workflow for your Project Template you will be asked to specify the transition between the various Statuses that you create and also which Groups (of users) are allowed to make that transition.

To maintain the Label, Comment, Icon, Colour or Final? values of the Status, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Status click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted Status will be recoded to. This is to ensure that there are no orphaned records in your data, with Statuses that do not exist in the Template.

Ordering Project Status Codes

To the left of the Status icon is a drag handle . Position the mouse over this region and you can drag-drop the Status Codes to reorder them. Status codes will appear in the Visual Planner in the order in which they appear on the Template.

Project Priority Codes

Priority Codes are optional but it is recommended that you create at least two Priority codes, to represent higher and lower priority items, as an aid to sorting and filtering your data.

To create Priority Codes, navigate to the Templates tab and the Priority sub tab. You will see the following screen:

To Add a new Priority value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Priority code 
• Icon – an icon to visually represent the Priority code (Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that have the Priority

Click Save to create the Priority value.

To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Priority code, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Priority codes that do not exist in the Template.

Ordering Priority Codes

To the left of the Priority Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Priority Codes to reorder them. Priority codes will appear in the Visual Planner in the order in which they appear on the Template.

Project Severity Codes

Severity Codes are optional but are recommended if you wish to be able to track and manage issues and errors, which will tend to vary by severity from the perspective of various stakeholders.

To create Severity Codes, navigate to the Templates tab and the Severity sub tab. You will see the following screen:

To Add a new Severity level, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Severity level
• Icon – an icon to visually represent the Severity level(Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that are at that level of Severity

Click Save to create the Severity level.

To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Severity level, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Severity codes that do not exist in the Template.

Ordering Severity Codes

To the left of the Severity Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Severity Codes to reorder them. Severity codes will appear in the Visual Planner in the order in which they appear on the Template.