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 Users & Security
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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.


Users & Security

admin
security

Gemini provides a security model that enables re-use across projects whilst ensuring user access can be controlled to ensure only relevant information and features are exposed.

Both Forms based and Windows based authentication is supported.

Virtually all security related functions require Gemini Administrator access.

The following general security settings should be noted.

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The Allow User Registrations option determines whether anyone who can access your Gemini instance via web browser can create a user account.

The Allow Anonymous Users option determines whether all users first have to authenticate with Gemini before seeing anything – a login screen.

The Show Gemini Statistics option controls whether the following is displayed on the home page.

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The two Reset Password options allow you to customize the email subject line and message that users receive in the email when they wish to reset their password.

The Force User Password Reset option can be used to ensure new users are forced to change their password after first login.

The Single Sign On Key option defines the shared secret that is used to optional has the user password.

The SSL Credential Encryption option specifies how the incoming SSO key is encrypted and/or hashed using the Single Sign On Key. The following options are available:

  • Receive MD5 Encrypted Password Hashed with SSO Key
  • Receive MD5 Encrypted Password
  • Receive Clear Text Password Hashed with SSO Key
  • Receive Clear Text Password

In order to invoke the SSO process in Gemini, the calling process should navigate to the following URL:

http://your-gemini-instance/security/sso.aspx?u=username&p=password

The following C# code snippet shows how you can use SSO to sign a user into Gemini:

 1: string pwd = "your clear text password here";
 2: string ssoKey = "countersoft"; 
 3:  
 4: pwd = new CounterSoft.Gemini.Commons.GeminiHelper().Encrypt(pwd, ssoKey);
 5: Response.Redirect("http://localhost/gemini/security/sso.aspx?u=manager&p=" + pwd);

The Captcha option forces users to enter a validation code when creating or commenting upon an Item.

The Screen option controls the Filter Options and Grid Columns that are displayed by default when the user filters by All Projects.

The Global Groups For New Users options allows you to specify default group membership. You can then allocate default user permissions to those groups knowing that all new users will automatically inherit those permissions.

The Help Desk Welcome Caption & Message options affect the following when users identified by the Help Desk User Group option log into Gemini.

image

The Help Desk User Group option determines which users are treated to a Help Desk experience where they only see their own items and with limited navigation user experience.

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