redmine-userdoc-en.xml
806 lines
| 24.3 KiB
| application/xml
|
XmlLexer
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r41 | <?xml version="1.0" encoding="UTF-8"?> | |
|
r138 | <!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" | |
"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"> | |||
|
r41 | <book> | |
|
r138 | <title>Documentation</title> | |
|
r41 | <chapter> | |
|
r138 | <title>Administration</title> | |
<section> | |||
<title>Projects</title> | |||
<para>These screens allow you to manage projects.</para> | |||
</section> | |||
<section> | |||
<title>Users</title> | |||
<para>These screens allow you to manage the application users.</para> | |||
<section> | |||
<title>Users’ List</title> | |||
<para></para> | |||
<screenshot> | |||
<screeninfo>Users’ List</screeninfo> | |||
<mediaobject> | |||
<imageobject> | |||
<imagedata fileref="images/users_list.png" /> | |||
</imageobject> | |||
</mediaobject> | |||
</screenshot> | |||
<para>Accounts status:</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para>This icon <inlinemediaobject> | |||
<imageobject> | |||
<imagedata fileref="images/locked.png" /> | |||
</imageobject> | |||
</inlinemediaobject> means that the account is locked. A user | |||
having a locked account cannot log in and access the | |||
application.</para> | |||
</listitem> | |||
<listitem> | |||
<para>This icon <inlinemediaobject> | |||
<imageobject> | |||
<imagedata fileref="images/user_new.png" /> | |||
</imageobject> | |||
</inlinemediaobject> means that the user hasn't yet actived his | |||
account.</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para>The Lock/Unlock buttons allow you to lock/unlock the user | |||
accounts.</para> | |||
<para></para> | |||
</section> | |||
<section> | |||
<title>User Creation or Modification</title> | |||
<para>In modification mode, please leave the Password field blank in | |||
order to keep the user’s password unchanged.</para> | |||
<para>A user designated as administrator has unrestricted access to | |||
the application and to all projects.</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Administrator</guilabel> : | |||
designate the user as the administrator of the application.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">E-mail notifications</guilabel> : | |||
activate or de-activate automatic e-mail notifications for this | |||
user</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Locked</guilabel> : de-activates | |||
the user’s account</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
</section> | |||
<section> | |||
<title>Roles and Permissions</title> | |||
<para>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.</para> | |||
<para>On the new or edit Role screen, check off the actions authorized | |||
for the Role.</para> | |||
</section> | |||
<section> | |||
<title>Trackers</title> | |||
<para>Trackers allow the sorting of Issues and can define specific | |||
workflows.</para> | |||
</section> | |||
<section> | |||
<title>Custom fields</title> | |||
<para>Custom fields allow you to add additional information in Projects, | |||
Issues or Users. A custom field can be of one the following | |||
types:</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Integer</guilabel> : positive or | |||
negative number</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">String</guilabel> : a string of | |||
characters - one single line of input.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Text</guilabel> : a string of | |||
characters with multiple lines of input. Differs from String Format | |||
by providing multiple lines of input instead of a single | |||
line.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Date</guilabel> : date</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Boolean</guilabel> : true or false | |||
(check if necessary)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">List</guilabel> : value to select | |||
from a predefined list (aka: scroll list or select box)</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para>Validation elements can be defined:</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Required</guilabel> : A required | |||
field must have input in the forms</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">For all the projects</guilabel> : | |||
field automatically associated to all of the projects</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Min - max length</guilabel> : | |||
minimum and maximum length for the input fields (0 means that there | |||
is no restriction)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Regular Expression</guilabel> : | |||
regular expressions may provide validation of the input value</para> | |||
<para>Examples:</para> | |||
<para><code>^\[A-Z]{4}\d+$</code> : 4 capital letters followed by | |||
one or several digits</para> | |||
<para><code>^[^0-9]*$</code> : characters only - no digits</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Possible values</guilabel> : | |||
possible values for the fields of "List" type. Values are separated | |||
by the character |</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
<section> | |||
<title>Fields for Projects</title> | |||
<para></para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Required</guilabel> : required | |||
field</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
<section> | |||
<title>Fields for Issues</title> | |||
<para></para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">For all projects</guilabel> : | |||
field automatically associated to all project Issues</para> | |||
<para>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).</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
<section> | |||
<title>Field for Users</title> | |||
<para></para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Required</guilabel> : required | |||
field</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
</section> | |||
<section> | |||
<title>Issue status</title> | |||
<para>These screens allow you to define the different possible Issue | |||
statuses.</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Closed</guilabel> : indicates Issue | |||
is considered as closed</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Default</guilabel> : status applied | |||
by default to new Issue requests (only one status can be Default | |||
status)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Color</guilabel> : HTML color code | |||
(6 characters) representing the displayed status</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
<section> | |||
<title>Workflow</title> | |||
<para>The workflow allows to define changes the various project members | |||
are allowed to make on the Issues, according to their type.</para> | |||
<para>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.</para> | |||
<para><remark>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.</remark></para> | |||
<para></para> | |||
<screenshot> | |||
<screeninfo>Example of a workflow configuration</screeninfo> | |||
<mediaobject> | |||
<imageobject> | |||
<imagedata fileref="images/workflow.png" /> | |||
</imageobject> | |||
</mediaobject> | |||
</screenshot> | |||
<para>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.</para> | |||
</section> | |||
<section> | |||
<title>Enumerations</title> | |||
<para>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:</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para>Issue Priorities</para> | |||
</listitem> | |||
<listitem> | |||
<para>Document Categories</para> | |||
</listitem> | |||
</itemizedlist> | |||
<para></para> | |||
</section> | |||
<section> | |||
<title>E-mail notifications</title> | |||
<para>This screen allows you to select the actions that will generate an | |||
e-mail notification for project members.</para> | |||
<para>Note: E-mail sending must be activated in the application | |||
configuration if you want to make any notifications.</para> | |||
</section> | |||
<section> | |||
<title>Authentication</title> | |||
<para>By default, redMine refers to its own database to authenticate | |||
users, by a specific password.</para> | |||
<para>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.</para> | |||
<para>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.</para> | |||
<para></para> | |||
<section> | |||
<title>LDAP statement</title> | |||
<para></para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Name</guilabel> : reference | |||
display name</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Host</guilabel> : LDAP server host | |||
name</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Port</guilabel> : connection port | |||
to the LDAP server</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Account</guilabel> : DN of the | |||
connection account to LDAP (please leave it blank if the directory | |||
authorizes anonymous read access)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Password</guilabel> : password of | |||
the connection account</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Base DN</guilabel> : Basic DN used | |||
for user search in the directory</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">LDAP screen</guilabel> : User | |||
search screen in the directory (optional)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">LDAP features</guilabel> :</para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Identifier</guilabel> : LDAP | |||
feature name used as user identifier (e.g.: uid)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">First name</guilabel> : LDAP | |||
feature name including the user’s first name (ex: | |||
givenName)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">Last name</guilabel> : LDAP | |||
feature name including the user’s last name (ex: | |||
familyName)</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel moreinfo="none">E-mail</guilabel> : LDAP | |||
feature name including the user’s e-mail address (ex: | |||
mail)</para> | |||
</listitem> | |||
</itemizedlist> | |||
</listitem> | |||
</itemizedlist> | |||
<para>The features" <guilabel moreinfo="none">First name</guilabel> ", | |||
" <guilabel moreinfo="none">Last name</guilabel> " and " <guilabel | |||
moreinfo="none">E-mail</guilabel> " are not used except when the | |||
accounts are created on the fly.</para> | |||
</section> | |||
</section> | |||
|
r168 | <section> | |
<title>Settings</title> | |||
<para>This screen allows you to modify the configuration of the | |||
application.</para> | |||
<para></para> | |||
<itemizedlist> | |||
<listitem> | |||
<para><guilabel>Application title</guilabel></para> | |||
<para>Title which appears in heading of the application.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Application subtitle</guilabel></para> | |||
<para>Subtitle which appears in heading of the application.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Welcome text</guilabel></para> | |||
<para>Text displayed on the home page of the application. This text | |||
can contain HTML tags.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Default language</guilabel></para> | |||
<para>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.</para> | |||
<para><emphasis>Default: English</emphasis></para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Authent. required</guilabel></para> | |||
<para>If this option is checked, no page of the application is | |||
accessible in an anonymous way. The users must login to access | |||
it.</para> | |||
<para><emphasis>Default: No</emphasis></para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Self-registration enabled</guilabel></para> | |||
<para>If this option is checked, self registration is | |||
allowed.</para> | |||
<para><emphasis>Default: Yes</emphasis></para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Attachment max. size</guilabel></para> | |||
<para>Maximum size of uploaded files (in kylo-bytes)</para> | |||
<para><emphasis>Default: 2048 (i.e. 2MB)</emphasis></para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Emission mail address</guilabel></para> | |||
<para>Email address used in the "From" field of messages sent to | |||
users.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Host name</guilabel></para> | |||
<para>Host name of the application. This name is used to write URL | |||
in emails sent to users.</para> | |||
</listitem> | |||
<listitem> | |||
<para><guilabel>Text formatting</guilabel></para> | |||
<para>Formatting method applied to the "description" fields of the | |||
issues, news, documents...</para> | |||
<para>"Textile" option is only available if RedColth ruby library is | |||
present.</para> | |||
</listitem> | |||
</itemizedlist> | |||
</section> | |||
|
r138 | <section> | |
<title>Information</title> | |||
<para>Displays application and environment information.</para> | |||
</section> | |||
|
r41 | </chapter> | |
|
r138 | ||
|
r41 | <chapter> | |
|
r138 | <title>Projects</title> | |
<section> | |||
<title>Project overview</title> | |||
<para>The overview presents the general project information, its main | |||
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> | |||
<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> | |||
|
r41 | </chapter> | |
</book> |