825 lines
25 KiB
XML
825 lines
25 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
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"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd">
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<book>
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<title>Documentation</title>
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<chapter>
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<title>Administration</title>
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<section>
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<title>Projects</title>
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<para>These screens allow you to manage projects.</para>
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</section>
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<section>
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<title>Users</title>
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<para>These screens allow you to manage the application users.</para>
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<section>
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<title>Users’ List</title>
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<para></para>
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<screenshot>
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<screeninfo>Users’ List</screeninfo>
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<mediaobject>
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<imageobject>
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<imagedata fileref="images/users_list.png" />
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</imageobject>
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</mediaobject>
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</screenshot>
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<para>Accounts status:</para>
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<itemizedlist>
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<listitem>
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<para>This icon <inlinemediaobject>
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<imageobject>
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<imagedata fileref="images/locked.png" />
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</imageobject>
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</inlinemediaobject> means that the account is locked. A user
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having a locked account cannot log in and access the
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application.</para>
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</listitem>
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<listitem>
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<para>This icon <inlinemediaobject>
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<imageobject>
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<imagedata fileref="images/user_new.png" />
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</imageobject>
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</inlinemediaobject> means that the user hasn't yet actived his
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account.</para>
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</listitem>
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</itemizedlist>
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<para>The Lock/Unlock buttons allow you to lock/unlock the user
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accounts.</para>
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<para></para>
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</section>
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<section>
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<title>User Creation or Modification</title>
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<para>In modification mode, please leave the Password field blank in
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order to keep the user’s password unchanged.</para>
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<para>A user designated as administrator has unrestricted access to
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the application and to all projects.</para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Administrator</guilabel> :
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designate the user as the administrator of the application.</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">E-mail notifications</guilabel> :
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activate or de-activate automatic e-mail notifications for this
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user</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Locked</guilabel> : de-activates
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the user’s account</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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</section>
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<section>
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<title>Roles and Permissions</title>
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<para>Roles organize the permissions of various members of a project.
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Each member of a project has a one Role in a project. A user can have
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different roles in different projects.</para>
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<para>On the new or edit Role screen, check off the actions authorized
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for the Role.</para>
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</section>
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<section>
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<title>Trackers</title>
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<para>Trackers allow the sorting of Issues and can define specific
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workflows.</para>
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</section>
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<section>
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<title>Custom fields</title>
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<para>Custom fields allow you to add additional information in Projects,
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Issues or Users. A custom field can be of one the following
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types:</para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Integer</guilabel> : positive or
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negative number</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">String</guilabel> : a string of
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characters - one single line of input.</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Text</guilabel> : a string of
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characters with multiple lines of input. Differs from String Format
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by providing multiple lines of input instead of a single
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line.</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Date</guilabel> : date</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Boolean</guilabel> : true or false
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(check if necessary)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">List</guilabel> : value to select
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from a predefined list (aka: scroll list or select box)</para>
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</listitem>
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</itemizedlist>
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<para>Validation elements can be defined:</para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Required</guilabel> : A required
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field must have input in the forms</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">For all the projects</guilabel> :
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field automatically associated to all of the projects</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Min - max length</guilabel> :
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minimum and maximum length for the input fields (0 means that there
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is no restriction)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Regular Expression</guilabel> :
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regular expressions may provide validation of the input value</para>
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<para>Examples:</para>
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<para><code>^\[A-Z]{4}\d+$</code> : 4 capital letters followed by
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one or several digits</para>
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<para><code>^[^0-9]*$</code> : characters only - no digits</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Possible values</guilabel> :
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possible values for the fields of "List" type. Values are separated
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by the character |</para>
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</listitem>
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</itemizedlist>
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<para></para>
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<section>
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<title>Fields for Projects</title>
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<para></para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Required</guilabel> : required
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field</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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<section>
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<title>Fields for Issues</title>
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<para></para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">For all projects</guilabel> :
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field automatically associated to all project Issues</para>
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<para>If this option is not activated, each project could choose
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whether or not to use the field for its Issues (please see the
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project configuration).</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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<section>
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<title>Field for Users</title>
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<para></para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Required</guilabel> : required
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field</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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</section>
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<section>
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<title>Issue status</title>
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<para>These screens allow you to define the different possible Issue
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statuses.</para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Closed</guilabel> : indicates Issue
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is considered as closed</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Default</guilabel> : status applied
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by default to new Issue requests (only one status can be Default
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status)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Color</guilabel> : HTML color code
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(6 characters) representing the displayed status</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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<section>
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<title>Workflow</title>
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<para>The workflow allows to define changes the various project members
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are allowed to make on the Issues, according to their type.</para>
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<para>Select the role and the tracker for which you want to modify the
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workflow, then click Edit. The screen allows you then to modify the
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authorized change, for the chosen role and tracker. The Current Status
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options indicate the initial request status. The "New Statuses allowed"
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columns stand for the authorized status to apply.</para>
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<para><remark>Note: In order for a particular Role to change an Issue
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status, the authorization must be given to it explicitly, regardless of
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the workflow configuration.</remark></para>
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<para></para>
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<screenshot>
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<screeninfo>Example of a workflow configuration</screeninfo>
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<mediaobject>
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<imageobject>
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<imagedata fileref="images/workflow.png" />
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</imageobject>
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</mediaobject>
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</screenshot>
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<para>In the above example, Bug type Issue requests with a New status
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could be given an Assigned or Resolved status by the Developer role.
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Those with an Assigned status could get a Resolved status. The status of
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all the other Bug type requests cannot be modified by the
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Developer.</para>
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</section>
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<section>
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<title>Enumerations</title>
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<para>The value lists used by the application can be customized (for
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example, setting Issue priorities). This screen allows you to define the
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possible values for each of the following lists:</para>
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<itemizedlist>
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<listitem>
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<para>Issue Priorities</para>
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</listitem>
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<listitem>
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<para>Document Categories</para>
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</listitem>
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</itemizedlist>
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<para></para>
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</section>
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<section>
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<title>E-mail notifications</title>
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<para>This screen allows you to select the actions that will generate an
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e-mail notification for project members.</para>
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<para>Note: E-mail sending must be activated in the application
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configuration if you want to make any notifications.</para>
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</section>
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<section>
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<title>Authentication</title>
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<para>By default, redMine refers to its own database to authenticate
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users, by a specific password.</para>
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<para>If you already have one or several external user references (like
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LDAP), you can make them known in order to be used for authentication on
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redMine. This allows users to access redMine with their usual user names
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and passwords.</para>
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<para>For each known reference, you can specify if the accounts can be
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created on the fly on redMine. If needed, the user accounts will be
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created automatically during the user’s signing in (without any specific
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rights on the projects), according to information available in the
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reference. Otherwise, the administrator must have previously created the
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user account on redMine.</para>
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<para></para>
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<section>
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<title>LDAP statement</title>
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<para></para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Name</guilabel> : reference
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display name</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Host</guilabel> : LDAP server host
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name</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Port</guilabel> : connection port
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to the LDAP server</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Account</guilabel> : DN of the
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connection account to LDAP (please leave it blank if the directory
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authorizes anonymous read access)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Password</guilabel> : password of
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the connection account</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Base DN</guilabel> : Basic DN used
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for user search in the directory</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">LDAP screen</guilabel> : User
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search screen in the directory (optional)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">LDAP features</guilabel> :</para>
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<itemizedlist>
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<listitem>
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<para><guilabel moreinfo="none">Identifier</guilabel> : LDAP
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feature name used as user identifier (e.g.: uid)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">First name</guilabel> : LDAP
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feature name including the user’s first name (ex:
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givenName)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">Last name</guilabel> : LDAP
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feature name including the user’s last name (ex:
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familyName)</para>
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</listitem>
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<listitem>
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<para><guilabel moreinfo="none">E-mail</guilabel> : LDAP
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feature name including the user’s e-mail address (ex:
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mail)</para>
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</listitem>
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</itemizedlist>
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</listitem>
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</itemizedlist>
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<para>The features" <guilabel moreinfo="none">First name</guilabel> ",
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" <guilabel moreinfo="none">Last name</guilabel> " and " <guilabel
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moreinfo="none">E-mail</guilabel> " are not used except when the
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accounts are created on the fly.</para>
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</section>
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</section>
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<section>
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<title>Settings</title>
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<para>This screen allows you to modify the configuration of the
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application.</para>
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<para></para>
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<itemizedlist>
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<listitem>
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<para><guilabel>Application title</guilabel></para>
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<para>Title which appears in heading of the application.</para>
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</listitem>
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<listitem>
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<para><guilabel>Application subtitle</guilabel></para>
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<para>Subtitle which appears in heading of the application.</para>
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</listitem>
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<listitem>
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<para><guilabel>Welcome text</guilabel></para>
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<para>Text displayed on the home page of the application. This text
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can contain HTML tags.</para>
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</listitem>
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<listitem>
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<para><guilabel>Default language</guilabel></para>
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<para>The default language is selected when the application could
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not determine the user's browser language. The default language is
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also used when sending email to multiple users.</para>
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<para><emphasis>Default: English</emphasis></para>
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</listitem>
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<listitem>
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<para><guilabel>Authent. required</guilabel></para>
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<para>If this option is checked, no page of the application is
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accessible in an anonymous way. The users must login to access
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it.</para>
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<para><emphasis>Default: No</emphasis></para>
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</listitem>
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<listitem>
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<para><guilabel>Self-registration enabled</guilabel></para>
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<para>If this option is checked, self registration is
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allowed.</para>
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<para><emphasis>Default: Yes</emphasis></para>
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</listitem>
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<listitem>
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<para><guilabel>Lost password</guilabel></para>
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||
<para>If this option is checked, lost password functionality is
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available.</para>
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<para><emphasis>Default: Yes</emphasis></para>
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</listitem>
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||
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<listitem>
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<para><guilabel>Attachment max. size</guilabel></para>
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||
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||
<para>Maximum size of uploaded files (in kylo-bytes)</para>
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<para><emphasis>Default: 2048 (i.e. 2MB)</emphasis></para>
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||
</listitem>
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<listitem>
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<para><guilabel>Issues export limit</guilabel></para>
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<para>Maximum number of issues contained in CSV and PDF
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exports.</para>
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<para><emphasis>Default: 500</emphasis></para>
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</listitem>
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<listitem>
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<para><guilabel>Emission mail address</guilabel></para>
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<para>Email address used in the "From" field of messages sent to
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users.</para>
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</listitem>
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<listitem>
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<para><guilabel>Host name</guilabel></para>
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<para>Host name of the application. This name is used to write URL
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in emails sent to users.</para>
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</listitem>
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||
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||
<listitem>
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<para><guilabel>Text formatting</guilabel></para>
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<para>Formatting method applied to the "description" fields of the
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issues, news, documents...</para>
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||
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||
<para>"Textile" option is only available if RedColth ruby library is
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present.</para>
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||
</listitem>
|
||
</itemizedlist>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Information</title>
|
||
|
||
<para>Displays application and environment information.</para>
|
||
</section>
|
||
</chapter>
|
||
|
||
<chapter>
|
||
<title>Projects</title>
|
||
|
||
<section>
|
||
<title>Project overview</title>
|
||
|
||
<para>The overview presents the general project information, its main
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members, the latest announcements, as well as an synthesis of Issue
|
||
requests open by tracker.</para>
|
||
|
||
<para></para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Planning</title>
|
||
|
||
<para></para>
|
||
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||
<section>
|
||
<title>Project calendar</title>
|
||
|
||
<para>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.</para>
|
||
|
||
<itemizedlist>
|
||
<listitem>
|
||
<para>This symbol <inlinemediaobject>
|
||
<imageobject>
|
||
<imagedata fileref="images/arrow_from.png" />
|
||
</imageobject>
|
||
</inlinemediaobject> represents a task that begins</para>
|
||
</listitem>
|
||
|
||
<listitem>
|
||
<para>This symbol <inlinemediaobject>
|
||
<imageobject>
|
||
<imagedata fileref="images/arrow_to.png" />
|
||
</imageobject>
|
||
</inlinemediaobject> represents a task that ends</para>
|
||
</listitem>
|
||
|
||
<listitem>
|
||
<para>Ths symbol <inlinemediaobject>
|
||
<imageobject>
|
||
<imagedata fileref="images/arrow_bw.png" />
|
||
</imageobject>
|
||
</inlinemediaobject> represents a task that begins and ends the
|
||
same day</para>
|
||
</listitem>
|
||
</itemizedlist>
|
||
|
||
<para></para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Gantt chart</title>
|
||
|
||
<para>This diagramme shows tasks and their achievement rate.</para>
|
||
|
||
<para>Achievement is represented in blue. Delay in red.</para>
|
||
|
||
<para></para>
|
||
|
||
<screenshot>
|
||
<screeninfo>Gantt chart</screeninfo>
|
||
|
||
<mediaobject>
|
||
<imageobject>
|
||
<imagedata fileref="images/gantt.png" />
|
||
</imageobject>
|
||
</mediaobject>
|
||
</screenshot>
|
||
</section>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Issue management</title>
|
||
|
||
<para></para>
|
||
|
||
<section>
|
||
<title>Issue list</title>
|
||
|
||
<para>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).</para>
|
||
|
||
<para>Once applied, a screen is valid during the entire session. You
|
||
can re-define it or delete it by clicking Cancel.</para>
|
||
|
||
<para></para>
|
||
|
||
<screenshot>
|
||
<screeninfo>Request list</screeninfo>
|
||
|
||
<mediaobject>
|
||
<imageobject>
|
||
<imagedata fileref="images/issues_list.png" />
|
||
</imageobject>
|
||
</mediaobject>
|
||
</screenshot>
|
||
|
||
<para></para>
|
||
</section>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Reports</title>
|
||
|
||
<para>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.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Change log</title>
|
||
|
||
<para>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.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>News</title>
|
||
|
||
<para>Allows you to inform users on project activity.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Documents</title>
|
||
|
||
<para>Documents are grouped by categories (see Value Lists). A document
|
||
can contain several files (for example: revisions or successive
|
||
versions).</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Files</title>
|
||
|
||
<para>This module allows you to display various folders (sources,
|
||
binaires, ...) for each version of the application.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Settings</title>
|
||
|
||
<para></para>
|
||
|
||
<section>
|
||
<title>Project features</title>
|
||
|
||
<para></para>
|
||
|
||
<itemizedlist>
|
||
<listitem>
|
||
<para><guilabel moreinfo="none">Public</guilabel> : 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.</para>
|
||
</listitem>
|
||
|
||
<listitem>
|
||
<para><guilabel moreinfo="none">Customized fields</guilabel> :
|
||
Select the customized fields that you want to use. Only the
|
||
administrator can define new customized fields.</para>
|
||
</listitem>
|
||
</itemizedlist>
|
||
|
||
<para></para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Members</title>
|
||
|
||
<para>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.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Versions</title>
|
||
|
||
<para>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).</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Request categories</title>
|
||
|
||
<para>Issue categories allow you to organize Issues. Categories can
|
||
correspond to different project modules.</para>
|
||
</section>
|
||
</section>
|
||
</chapter>
|
||
|
||
<chapter>
|
||
<title>User accounts</title>
|
||
|
||
<para></para>
|
||
|
||
<section>
|
||
<title>My account</title>
|
||
|
||
<para></para>
|
||
|
||
<section>
|
||
<title>Information</title>
|
||
|
||
<para>This screen allows you to modify your account: lastname,
|
||
firstname, email address, language.</para>
|
||
|
||
<para>If <guilabel>Mail notifications</guilabel> is unchecked, no
|
||
email will be sent to you.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Password</title>
|
||
|
||
<para>To change your password, type your old password and your new
|
||
password (twice). Password length must be between 4 and 12
|
||
characters.</para>
|
||
|
||
<para>If your account uses an external authentication (LDAP), you
|
||
can't change your password in redMine.</para>
|
||
</section>
|
||
</section>
|
||
|
||
<section>
|
||
<title>My page</title>
|
||
|
||
<para>This page allows you to display various information about your
|
||
projects.</para>
|
||
|
||
<para>To personalize your page, click on <guilabel>Personalize this
|
||
page</guilabel>. Then you can choose which information to display and
|
||
where it is displayed.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Password lost</title>
|
||
|
||
<para>If you loose your forget, a procedure allows you to choose a new
|
||
one.</para>
|
||
|
||
<para>On the login screen, click on <guilabel>Lost password</guilabel>.
|
||
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.</para>
|
||
|
||
<para>If your account uses an external authentication (LDAP), this
|
||
procedure isn't be available.</para>
|
||
</section>
|
||
|
||
<section>
|
||
<title>Register</title>
|
||
|
||
<para>By registering, you can get an account without the intervention of
|
||
the administrator.</para>
|
||
|
||
<para>On the login screen, click on <guilabel>Register</guilabel>. 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.</para>
|
||
|
||
<para>The possibility to register can be desactived in the application
|
||
configuration.</para>
|
||
</section>
|
||
</chapter>
|
||
</book> |