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.

Gemini’s visual planner has all of the functionality you could want for any planning exercise, combined with the most intuitive User Interface possible. Drag-drop for instant update of your data, individual lane scrolling, colour coding by a wide variety of fields, cross-project analysis, our superfast filter and much more.

By default the Gemini Planner is called ‘Planner’ on the menu, though because you can rename all of the Gemini menus on each project template you might be using it (as in the screenshot below) to represent a “Wall” or “Scrum Board” etc. Whatever nomenclature you use, you will have the same class-leading functionality.

The Gemini Planner as it appears on the menu when setting up the Project Template (here renamed “Wall")

Functionality in the Planner

Filtering

Immediately below the Menu Bar is the Project Attributes filter. This area contains all of the fields, both standard and custom, that are used by the Template that your project is built from.

Click on any of the attributes and you will get a drop-down list with the ability to select one or more values to filter by. In certain circumstances Gemini will display the meta filter “Any” to allow you to select all values against that particular attribute.

Gemini’s super fast filters run on every click so the cards in your planner instantly reflect what you requested.

Filters are cumulative, which means that filtering on Priority:High and Severity:Major will only return items that have a Priority code of High AND a Severity rating of Major.

Meta filters and filter options, which are used in the Grid view, are less relevant and do not apply in the Planner.

Instant Data Updates

Drag a card from one column to another in Gemini and you will see the values change in real time. If you move a card from a column with Status X to Status Y then the data in the database and on the card is rewritten instantly. Reassign tasks between resources just by dragging and dropping tasks under their names (we always provide unassigned tasks for you under a resource named ”!”).

Inline Editing of values and Instant card creation

Right mouse click on any item in the planner and Gemini will popup an Inline Editing Control to let you:

• View- Open the item in the View Item page
• Comment- Add a comment with the ability to specify comment visibility
• Edit- Change item values immediately
• Delete- Delete the item if you have permissions to do so and this does not break data integrity rules.
• New – Select “New” and  Gemini will create a new task in the exact position in the Planner in which you insert it, using default project values!

Zoom Levels and Color-coding – finding the things you are interested in

The Gemini Visual Planner has 5 levels of zoom, which is particularly useful if you are trying to identify tasks with specific characteristics, such as “High Priority” or “Assigned to XYZ”, since you can color-code a variety of Gemini fields. Zoom out to get a picture of the workload, select the field color you wish Gemini to use, and zoom in to the specific task(s) you need to work with. Fast, efficient, easy!

Fig 1.0 showing a card at 3 different levels of zoom.

Axes – slice and dice your data anyway you want

Gemini lets you pick from a wide variety to place on the X and Y axes of the grid. If you wish, you can simply nominate a field for the X axis and leave the Y axis as “Nothing”, giving you a 2-dimensional board, rather like a whiteboard. Whatever field you pick and regardless of whether you are using one axis or two axes, Gemini dynamically creates rows and columns to represent the number of separate values in your database with no practical limit. If you view your plan by Resources and you have 50 developers then Gemini will instantly render 50 columns for you. If you the wish to plan by Resources and Priority and you have 3 different Priority levels, Gemini will instantly build you a 50 x 3 matrix. #

Gemini will let you toggle axes with a single click so that in the example above, you could flip between a 3 x 50 matrix of Priority Levels by Resource and a a 50 x 3 matrix of Resource by Priority Levels with a single click. Each axis can be separately ordered ascending or descending by clicking on the Up and Down arrows on the axes control (see below).

Figure 2.0 Gemini’s dual axis selector with the toggle axes button in the middle.

Swim Lanes – Moving through cards with ease

Gemini’s Planner gives you the ability to completely control the size and nature of your planning exercise and provides a brilliantly simple way of navigating through the cards. The Limits Selector (see below) lets you set limits on the number of tasks that can appear in any single lane. This does not affect the total number of cards that will be brought back, only the number of cards (irrespective of zoom level) that will be shown in any lane before the lane starts to scroll. Set a limit of 10 and no more than 10 cards can be shown in any lane. If a lane has 25 cards say, then Gemini will automatically generate paging icons (to page up and down) and keep a track of where you are on the page with a page count indicator e.g. 11/20 of 25. Gemini lets you page through individual swim lanes without affecting any other lane(s) so that you can go through tasks of a specific status without having to scroll the whole planner view up and down.

To set the overall scope of your planning exercise, Gemini has Card Limits. You may limit the total number of cards that will be brought into the plan by the Item Count (the absolute number of cards), Points (Gemini lets you allocate points to tasks) and Effort (Gemini lets you associate man hours with tasks). Scrolling through the next 1,000 man hours of work for your team, paging through what each team member has assigned to them 10 at a time, allocating and reallocating tasks as you go, is now a trivial exercise.

Summary Counts and Tooltip Hover Notification

If you let your mouse hover over a column heading, Gemini will show you a summary of data concerning the tasks in that lane. Similarly, if you pick up a card from a lane, you will always get a tooltip hovering over every lane that you move to, advising you of what that lane represents. This means that even if you have scrolled your browser so that you cannot see the column headings you will always know exactly where you are dropping a card.

Sorting

To sort the cards in the Planner, click on the Card Sorting icon . Gemini will display a drop down list of fields and let you choose which fields you want to order by and whether it should order ascending or descending. You may choose two fields for the Order By, for example you might instruct Gemini to order first by Effort (Man Hours) Descending and then by Points Ascending. This ordering is in addition to the ordering that is imposed when you group a selection of tasks in ascending or descending order using the Axes Selector.

View Persistence

Unlike the vast majority of visual planning tools, Gemini has persistence in the Planner. Wherever you put your cards, Gemini stores their relative positions so that you can log out or move to another part of the application secure in the knowledge that when you log back in your plan is exactly where you left it and not in some system-defined order. 

Collapse Filter

If you wish to increase the number of cards that can be viewed on the page you can click on the Collapse Filter icon and Gemini will collapse the Project Attributes Filter region and dedicate the resulting space to additional cards in the view. No matter what space is available, Gemini will not show more cards than specified by the Lane Limits.

The Planner layout and key controls

Fig 1.0 AppNav, menu Bar, Attributes and Planner Cards in Swim Lanes

Fig 2.0 Zoom Levels, Axes, Limits, Sorting, Colors and Collapse