Gemini Community Support Site

This Gemini community support site can be used to find solutions to product issues. You can log in using Open Id, Google Profile and even Facebook. Feel free to ask a question or browse FAQs and documentation. Product tour videos are also available along with how-to videos demonstrating key Gemini capabilities.




Index Custom Fields
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 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
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194 documents found.


Custom Fields

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Custom Fields are at the heart of Gemini and allow you to decide which data is collected when creating or updating Items, Comments, Test Plans, Test Cases and Test Runs.

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Each Custom Field can be linked to the Projects that require that field.

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Once linked, use Screens under Items or Testing sections to enable the Custom Field.

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Use on Items or Tests

You can use a Custom Field on either Items or Tests, or even both. This is because Items and Screens both have their own Screen administration enabling you to select which fields are shown to which users and when.

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Supported Types – General

Gemini supports various types of custom fields.

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Textbox – allows for user input with maximum length, required or not, and optional regular expression validation.

Rich Textbox – allows for rich text user input with maximum length, required or not, and optional regular expression validation.

Numeric – allows for numeric only user input with minimum/maximum range, maximum length, required or not, and optional regular expression validation.

Checkbox – allows for yes/no user input.

Date – allows for date picker.

Attachment – allows for file attachment.

Version Picker – allows for the selection of a Version from the project.

Component Picker – allows for the selection of a Component from the project.

Version Picker – allows for the selection of a version from the project.

Supported Type – User Picker

A user picker enables the selection of a user as defined in Gemini.  You can limit the choice of potential users to pick from using the Limit option to select only relevant user groups.

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Supported Type – Listbox/Dropdown List

For dropdown list custom fields the data that drives them can be typed in or pulled from a SQL Server Database Table.

Static

Selecting the Static option enables Gemini Administrators to maintain the dropdown list contents by typing in the available values.

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SQL Driven

Custom Fields can also pull data from a SQL Server database table.

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Gemini can also create the SQL table if it does not exist.

Filter By Project

If your SQL driven lookup table has a Project ID field that is maintained by you, you can choose to filter the options displayed to users depending on the currently selected Project.

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Moving / Removing Custom Fields

Custom Fields can be merged using the Move feature.

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This can be used to help reduce the number of Custom Fields should you have similar or same Custom Fields.


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