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.

Response Templates

To create or maintain Response Templates for Breeze, navigate to the Customization section from the Customize link in the top right hand section of the menu. Select the System tab and the Alert Templates sub tab (see below).

To create a new Breeze Response Template click on the Add button. Gemini will create a new Response Template for you and label it “Alert Template”. Click on the Edit icon on the right of the screen and you will be prompted to provide:

• Name (will default to “Alert Template”, please override with your selected value)
• Alert Type – This is a drop-down list, please select “Breeze Notification”
• Content – The HTML Code for the Template

Click Save to create the Response Template definition.

Response Template HTML

The Response Template HTML exists as a partial view, or snippet, of HTML. It is contained within <HTML> and <BODY> opening and closing tags and therefore you only need to define the html that resides within the body of a page and not the entire page structure. Below is a sample of what a Gemini Response Template might contain:

<table style="width: 100%; font-family: arial; font-size: 16px; font-weight: bold; border: none; background-color: #8f0929;" cellpadding="20">
  <tbody>
    <tr>
      <td style="color: white;">AUTO CONFIRMATION</td>
    </tr>
  </tbody>
</table>
<table style="width: 100%; font-family: arial; font-size: 13px; font-weight: normal; border: none; background-color: white;" cellpadding="10">
  <tbody>
    <tr>
      <td style="color: #4c4c4c;">Dear @Model.OriginatorName, <br/><br/> Thank you for your email. This has been received and a member of our support team …. </td>
    </tr>
  </tbody>
</table>

This is standard HTML, but as the line containing “Dear @Model.OriginatorName” indicates, Gemini allows you to access certain fields from its data model, which will be ‘injected’ into the Response Template at runtime. If the original email was sent from “Sam Smith” then @Model.OriginatorName will be substituted with Sam Smith and that line of the Response Template, converted in the email, would read:

Dear Sam Smith,

Thank you for your email. This has been received and a member of our support team …etc.

Gemini Data Model Values

You can extract the following values from the Gemini Data Model to inject into your Response Templates:

• OriginatorName – The name of the sender of the email that was processed (used mainly for Dear @Model.OriginatorName)
• OriginatorEmail - The email address of the original sender
• LinkViewItem – A link to the item that Breeze generated
• TheItem – The item that was created. This is not referenced directly but provides access to members below
  • TheItem.Projectname – Name of the project to which the item was added
  • TheItem.IssueKey – Key e.g. “HELP-1440”
  • TheItem.Title – Title
  • TheItem.Description - Description
  • TheItem.Type – The Type of item that was created e.g. “Investigation”,”Case”,”Bug”  etc
  • TheItem.Status – Status
  • TheItem.Severity – Severity code
  • TheItem.Priority – Priority code
  • TheItem.LastComment - The last comment on the item
  • TheItem.ResourceNames – Comma separated array of Resources added to the item (or Resource if the Project does not allow multiple resource assignment)
• TheBag – The Bag contains general information from the model. Not referenced directly but gives access to members below
  • TheBag.EnquiryMailbox
  • TheBag.EnquiryQueue
  • TheBag.Abort
  • TheBag.Message

To edit the values associated with the Response Template definition, click on the Edit icon . To delete a Response Template, click on the Delete icon to the right of the screen. You will be prompted to confirm the action and allowed to proceed or abort.