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.

Groups – Controlling Project Access

Adding and Maintaining

Prior to version 5 of Gemini there were Project Groups and Global Groups, the former had permissions that related to specific projects and the latter have permissions across all projects. The ability to define user permissions globally, or on a per-project basis, remains but from release 5 the maintenance of these two groups has been consolidated to make it easier for administrators and there are now only Groups.

Navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have the appropriate permission you will then be able to navigate to the People tab and the Groups sub tab (see below).

To Add a new Group, click on the Add button, you will be prompted to provide:

• Group Name
• Description

Click Save to create the Group

To maintain the description of the Group, you click in the field and use Gemini’s inline editing to easily and instantly change the description value. To delete a Group click on the Delete icon to the right of the screen. If a Group contains members you will be warned that deletion of the group would result in changes to the project permissions of those users and allowed to proceed or abort the operation.

Membership

To specify which users are members of a Group, click on the Members link. Gemini will show you members at two levels, at the highest level you can define members of a group as members of that group across all projects, or you can specify that people are members of a group only on specified projects. 

People who are members at an all projects level are automatically removed from the list of users who can be members at a project level.

Click on the link on the members screen to be presented with a multi-select list of users in the system from whom you may choose Group members.

Note: You must click on the tick next to the list of members to save it.

Interaction Groups - Sharing

Gemini AppNav cards allow users to share views and data. To determine which groups can share AppNav Cards, click on the Edit icon on the right of the screen after the Group has been created. You will then see a multi-select drop-down for all of the User Groups in the system that members of the Project Group you have just created can share with.

This ability to share AppNav cards, otherwise referred to in Gemini as Interaction (and therefore these are Interaction Groups) is about the right to interact with one or more user groups for information sharing and collaboration and not about the permissions that users require in order to perform specific functions within a project, which is covered in Permissions.

Assigning Groups to Projects

Once the Group has been created you will need to define the projects that the Group can access and its members. To setup Project Group membership, click on the “Members” hyperlink. You will see the following screen:

Users that are added to the All Projects group automatically have access to all projects and therefore are Global Users. To have Project Specific Users simply click on the hyperlink on the right of the project(s) you wish them to access and select the users from the multi-select drop-down list, which will show you the user names. Global Users who are members of the All Projects group will not be available to select for Project Groups as by definition they have access to every project anyway.

It is important to note that access to All Projects in a specified Group does not transfer across Groups but it does transfer across the system.

For example: 

Joe is a software developer and Sandra is a Project Manager.

Joe is a member of the Group “Developers” and Sandra is not. In the Group “Developers”, Joe has access to All Projects.

Sandra is a member of the Group “PMO” and Joe is not. In the Group “PMO”, Sandra has access to All Projects.

In this example, Joe and Sandra have access to All Projects granted through their respective Groups, which represent their job functions or similar organization. Even if Joe or Sandra were to be given Project-specific access in another Group, provided they have All Projects in one group then they have global access. This way, it is possible to separate Groups by giving them descriptive names and to control within the appropriately named Group the right project access

Active Directory and Gemini Groups

If your system is configured to work with Active Directory (Navigation: Configuration…System…Active Directory), and the setting “Synch With Active Directory” is checked, then when you edit the Group Screen it will look like the one below:

The additional field Active Directory Groups is displayed and will allow you to select one or more Active Directory Groups to map to Gemini Groups.

If the System setting “Add new users to Gemini found in Active Directory” is set as well as “Synch With Active Directory” then Gemini will poll Active Directory (by default hourly) and any new users that it finds in Active Directory Groups that are synchronized with Gemini Groups will automatically be added to Gemini giving you a single point of maintenance (AD) for your users.