Documentation
Administration
Projects
These screens allow you to manage projects.
Users
These screens allow you to manage the application users.
Users’ List
Users’ List
Accounts status:
This icon
means that the account is locked. A user
having a locked account cannot log in and access the
application.
This icon
means that the user hasn't yet actived his
account.
The Lock/Unlock buttons allow you to lock/unlock the user
accounts.
User Creation or Modification
In modification mode, please leave the Password field blank in
order to keep the user’s password unchanged.
A user designated as administrator has unrestricted access to
the application and to all projects.
Administrator :
designate the user as the administrator of the application.
E-mail notifications :
activate or de-activate automatic e-mail notifications for this
user
Locked : de-activates
the user’s account
Roles and Permissions
Roles organize the permissions of various members of a project.
Each member of a project has a one Role in a project. A user can have
different roles in different projects.
On the new or edit Role screen, check off the actions authorized
for the Role.
Trackers
Trackers allow the sorting of Issues and can define specific
workflows.
Custom fields
Custom fields allow you to add additional information in Projects,
Issues or Users. A custom field can be of one the following
types:
Integer : positive or
negative number
String : a string of
characters - one single line of input.
Text : a string of
characters with multiple lines of input. Differs from String Format
by providing multiple lines of input instead of a single
line.
Date : date
Boolean : true or false
(check if necessary)
List : value to select
from a predefined list (aka: scroll list or select box)
Validation elements can be defined:
Required : A required
field must have input in the forms
For all the projects :
field automatically associated to all of the projects
Min - max length :
minimum and maximum length for the input fields (0 means that there
is no restriction)
Regular Expression :
regular expressions may provide validation of the input value
Examples:
^\[A-Z]{4}\d+$
: 4 capital letters followed by
one or several digits
^[^0-9]*$
: characters only - no digits
Possible values :
possible values for the fields of "List" type. Values are separated
by the character |
Fields for Projects
Required : required
field
Fields for Issues
For all projects :
field automatically associated to all project Issues
If this option is not activated, each project could choose
whether or not to use the field for its Issues (please see the
project configuration).
Field for Users
Required : required
field
Issue status
These screens allow you to define the different possible Issue
statuses.
Closed : indicates Issue
is considered as closed
Default : status applied
by default to new Issue requests (only one status can be Default
status)
Color : HTML color code
(6 characters) representing the displayed status
Workflow
The workflow allows to define changes the various project members
are allowed to make on the Issues, according to their type.
Select the role and the tracker for which you want to modify the
workflow, then click Edit. The screen allows you then to modify the
authorized change, for the chosen role and tracker. The Current Status
options indicate the initial request status. The "New Statuses allowed"
columns stand for the authorized status to apply.
Note: In order for a particular Role to change an Issue
status, the authorization must be given to it explicitly, regardless of
the workflow configuration.
Example of a workflow configuration
In the above example, Bug type Issue requests with a New status
could be given an Assigned or Resolved status by the Developer role.
Those with an Assigned status could get a Resolved status. The status of
all the other Bug type requests cannot be modified by the
Developer.
Enumerations
The value lists used by the application can be customized (for
example, setting Issue priorities). This screen allows you to define the
possible values for each of the following lists:
Issue Priorities
Document Categories
E-mail notifications
This screen allows you to select the actions that will generate an
e-mail notification for project members.
Note: E-mail sending must be activated in the application
configuration if you want to make any notifications.
Authentication
By default, redMine refers to its own database to authenticate
users, by a specific password.
If you already have one or several external user references (like
LDAP), you can make them known in order to be used for authentication on
redMine. This allows users to access redMine with their usual user names
and passwords.
For each known reference, you can specify if the accounts can be
created on the fly on redMine. If needed, the user accounts will be
created automatically during the user’s signing in (without any specific
rights on the projects), according to information available in the
reference. Otherwise, the administrator must have previously created the
user account on redMine.
LDAP statement
Name : reference
display name
Host : LDAP server host
name
Port : connection port
to the LDAP server
Account : DN of the
connection account to LDAP (please leave it blank if the directory
authorizes anonymous read access)
Password : password of
the connection account
Base DN : Basic DN used
for user search in the directory
LDAP screen : User
search screen in the directory (optional)
LDAP features :
Identifier : LDAP
feature name used as user identifier (e.g.: uid)
First name : LDAP
feature name including the user’s first name (ex:
givenName)
Last name : LDAP
feature name including the user’s last name (ex:
familyName)
E-mail : LDAP
feature name including the user’s e-mail address (ex:
mail)
The features" First name ",
" Last name " and " E-mail " are not used except when the
accounts are created on the fly.
Settings
This screen allows you to modify the configuration of the
application.
Application title
Title which appears in heading of the application.
Application subtitle
Subtitle which appears in heading of the application.
Welcome text
Text displayed on the home page of the application. This text
can contain HTML tags.
Default language
The default language is selected when the application could
not determine the user's browser language. The default language is
also used when sending email to multiple users.
Default: English
Authent. required
If this option is checked, no page of the application is
accessible in an anonymous way. The users must login to access
it.
Default: No
Self-registration enabled
If this option is checked, self registration is
allowed.
Default: Yes
Lost password
If this option is checked, lost password functionality is
available.
Default: Yes
Attachment max. size
Maximum size of uploaded files (in kylo-bytes)
Default: 2048 (i.e. 2MB)
Issues export limit
Maximum number of issues contained in CSV and PDF
exports.
Default: 500
Emission mail address
Email address used in the "From" field of messages sent to
users.
Host name
Host name of the application. This name is used to write URL
in emails sent to users.
Text formatting
Formatting method applied to the "description" fields of the
issues, news, documents...
"Textile" option is only available if RedColth ruby library is
present.
Information
Displays application and environment information.
Projects
Project overview
The overview presents the general project information, its main
members, the latest announcements, as well as an synthesis of Issue
requests open by tracker.
Planning
Project calendar
Project calendar shows the tasks that begin or end during the
selected month (current month by default). An issue will be displayed
as a task if its start date and its due date are specified.
This symbol
represents a task that begins
This symbol
represents a task that ends
Ths symbol
represents a task that begins and ends the
same day
Gantt chart
This diagramme shows tasks and their achievement rate.
Achievement is represented in blue. Delay in red.
Gantt chart
Issue management
Issue list
By default, the entire list of the project open Issues are
displayed. Various screens allow you to select the Issues to be
displayed. If the project has sub-projects, you have the possibility
to display the sub-project's Issues as well (not displayed by
default).
Once applied, a screen is valid during the entire session. You
can re-define it or delete it by clicking Cancel.
Request list
Reports
This screen presents the number of Issues and Issue status
synthesis according to various criteria (tracker, priority, category).
Direct links allow for access to the detailed Issue list for each
criterion.
Change log
This page presents the entire list of the resolved Issues for each
version of the project. Certain types of Issues can be excluded from
this display.
News
Allows you to inform users on project activity.
Documents
Documents are grouped by categories (see Value Lists). A document
can contain several files (for example: revisions or successive
versions).
Files
This module allows you to display various folders (sources,
binaires, ...) for each version of the application.
Settings
Project features
Public : if it’s a
public project, it can be viewed (request consultation, documents
consultation, ...) for all the users, including those who are not
project members. If it’s not a public project, only the project
members have access to it, according to their role.
Customized fields :
Select the customized fields that you want to use. Only the
administrator can define new customized fields.
Members
This screen allows you to define the project members as well as
their corresponding roles. A user can have only one role in a given
project. The role of a member determines the permissions they have in
a project.
Versions
Versions allow you to follow the changes made during all the
project. For instance, at the close of an Issue, you can indicate
which version takes it into account. You can display the various
versions of the application (see Files).
Request categories
Issue categories allow you to organize Issues. Categories can
correspond to different project modules.
User accounts
My account
Information
This screen allows you to modify your account: lastname,
firstname, email address, language.
If Mail notifications is unchecked, no
email will be sent to you.
Password
To change your password, type your old password and your new
password (twice). Password length must be between 4 and 12
characters.
If your account uses an external authentication (LDAP), you
can't change your password in redMine.
My page
This page allows you to display various information about your
projects.
To personalize your page, click on Personalize this
page. Then you can choose which information to display and
where it is displayed.
Password lost
If you loose your forget, a procedure allows you to choose a new
one.
On the login screen, click on Lost password.
Type your email address and submit the form. An email is then sent to
you. It contains a link that allows you to change your password.
If your account uses an external authentication (LDAP), this
procedure isn't be available.
Register
By registering, you can get an account without the intervention of
the administrator.
On the login screen, click on Register. Fill
the form and submit it. An email will be sent to you. To activate your
account, use the link that is contained in this mail.
The possibility to register can be desactived in the application
configuration.