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.

Setting User Options

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 People tab and the Options sub tab (see below).

1. Allowing users to self-register - Check the “Allow users to self-register” check box if you want new visitors to the Gemini site to be able to register themselves. This option does not allow such self-registered users to control their permissions and their access will be controlled by the New User Default Groups that are also defined on this page.

2. Allowing unauthenticated access - Check the “Allow users to browse Gemini without logging on first” to allow unauthenticated access to your Gemini site (provided such users can reach it anyway). Unauthenticated users will be given permissions associated with the user group “Everyone”, which is different from the user group “Everyone (Authenticated)”, allowing you to control what they can see and do on the site.

3. Other Options

• Specify the email subject line and text for the password reset email, sent to users as part of the “forgotten password” process

• You may decide to force new users to reset their passwords immediately after logging on (recommended if passwords are set manually by a Systems Administrator)

• You may specify the default user groups that new users will fall into if you do not specify their Groups for them

• You may specify a user group for external clients, known as the Portal User Group

• You may craft a welcome title and message for external clients , known as the Portal Welcome Title and Portal Welcome Message respectively

Active Directory Integration

Gemini supports Active Directory and single-sign-on. To configure Active Directory integration, 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 System tab and the Active Directory sub tab (see below).

You will need to specify your AD connection string and a valid Username and Password for the Gemini application to use for authentication and access to the AD user information. Gemini has two standard options:

1. Sync with Active Directory – this tells Gemini to poll Active directory (by default hourly) and to synchronize AD user data with Gemini
2. Add new users to Gemini found in Active Directory – this tells Gemini to add any new users that it finds to the Active Directory user Groups. For this to work you must first have mapped you Active Directory Groups to Gemini Groups as only mapped AD Groups will be processed (see Groups).

Manually adding/maintaining new users

In the Customization section, if you have the appropriate permission you will then be able to navigate to the People tab and the Users sub tab (see below).

To Add a new User, click on the Add button. You will be prompted to provide:

• Firstname
• Surname
• Email address
• Username
• Password (requires confirmation)
• One or more security Groups that the user will belong to from a drop-down list of existing groups

To maintain the details of an existing user you can either click in the field and use Gemini’s inline editing to easily and instantly change the field value or you can click on the Edit icon on the right of the screen.

To delete a user record click on the Delete  icon on the right of the user details. You cannot delete a user record that is associated with data in your Gemini instance and you will receive a warning to that effect if you try to do so.