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.

First Time Navigation

When you sign in to Gemini for the very first time you will either be taken to the All Projects Home page or to the Customer Portal Page, unless your Gemini instance has been customized to do otherwise.

The All Projects View

The Customer ‘Portal’ view

The All Projects view shows you the projects in your Gemini instance in the various groupings that you have chosen. The Customer Portal view shows you a list of items that belong to a customer and is designed to allow a customer to see at a glance what items they have created/logged and what items may have been created on their behalf. The fields that are available to be viewed of edited are controlled by the permissions that each user has been granted. For more information on permissions see the Groups and Permissions. 

An alternative means of navigating to your projects is to hover over the Project Folder icon in the top left corner of the All Projects page. This will instantiate a drop-down, clickable list of projects to which you have access.

To view the details of any project you can either a) click on the Project Group on the All Project page to open the group and select the project, OR, hover over the Project Folder icon, move your mouse over the resulting drop down list to the project you wish to view and click on it.

The project drop down list is the fastest way to navigate to an individual project  and this manner of navigating to projects is available on every page of the application. Simply hover over the folder icon in the top left corner to invoke the menu of projects.

Project Navigation

If you have previously signed in to Gemini and you have created an AppNav card to mark some information that you care about then your navigation will be controlled by the placement of your AppNav cards, which is discussed below.

If your navigation is not controlled by an AppNav card on login then when you select a project to view you will navigate to the Project’s default menu as dictated by the Project Template. Projects in Gemini are created from Project Templates and one of the powerful features of Gemini is the ability to define a Project Menu for each Project Template. When you select a project you will be taken to the first menu item in the Project Template. For more information on how to determine which of the functional menus (Item List, RoadMap, Calendar, Timeline etc) see Project Templates: Menus.

Menu Navigation

Each Project in Gemini is based on a Project Template and the Project Template determines which functionality is available on the project menu and what that menu label will be. It is possible, for example, that the menu for Project A will reference the Grid as “Item List” while Project B references the same page as “User Stories” and Project C references the same page as “Service Desk Enquiries”. Regardless of the name in the menu or the taxonomy of fields that are presented each project gets the same rich, outstanding functionality.

To navigate to the Project Menu simply hover over the inverted triangle next to the project code and the Project Menu will appear as shown below. Hover over the Menu item you wish to navigate to and click.

AppNav Navigation

Gemini introduces the unique AppNav navigation, a system of navigating through an application that allows users to completely personalize their way through the business processes they interact with. For more on AppNav, see the AppNav Cards document.

To create an AppNav card, users ‘pin’ the page they are viewing. This is done either by clicking on the Pin icon , which is found on the right hand side of the Blue Bar region of the screen, or by clicking on the Blue Bar region, holding the mouse down, and dragging the card out of the bar. This action can be seen by clicking on Help in your Gemini application and selecting “Pinning important things” in the Navigating section.

Click on Pin (marked by red box) to create an AppNav Card for the page you are viewing. If the page is already pinned then this icon will be greyed.

AppNav Cards store the menu location and any filters you apply to a page. To return to the page marked by the AppNav card simply click on it. If you are on the Grid page you will also see sequenced items provided they fall within the AppNav card’s project filter (because sequenced items for a project are always shown).

AppNav cards can be ordered in the AppNav zone and you will always log into the leftmost personal (not system) AppNav card’s view.