* added issue_relations branch

* issue_relation model added

git-svn-id: http://redmine.rubyforge.org/svn/branches/work@162 e93f8b46-1217-0410-a6f0-8f06a7374b81
This commit is contained in:
Jean-Philippe Lang
2007-01-13 14:20:40 +00:00
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== redMine changelog
redMine - project management software
Copyright (C) 2006-2007 Jean-Philippe Lang
http://redmine.rubyforge.org/
== 03/02/2006 v0.4.1
* fixed: emails have no recipient when one of the project members has notifications disabled
== 01/02/2006 v0.4.0
* simple SVN browser added (just needs svn binaries in PATH)
* comments can now be added on news
* "my page" is now customizable
* more powerfull and savable filters for issues lists
* improved issues change history
* new functionality: move an issue to another project or tracker
* new functionality: add a note to an issue
* new report: project activity
* "start date" and "% done" fields added on issues
* project calendar added
* gantt chart added (exportable to pdf)
* single/multiple issues pdf export added
* issues reports improvements
* multiple file upload for issues, documents and files
* option to set maximum size of uploaded files
* textile formating of issue and news descritions (RedCloth required)
* integration of DotClear jstoolbar for textile formatting
* calendar date picker for date fields (LGPL DHTML Calendar http://sourceforge.net/projects/jscalendar)
* new filter in issues list: Author
* ajaxified paginators
* news rss feed added
* option to set number of results per page on issues list
* localized csv separator (comma/semicolon)
* csv output encoded to ISO-8859-1
* user custom field displayed on account/show
* default configuration improved (default roles, trackers, status, permissions and workflows)
* language for default configuration data can now be chosen when running 'load_default_data' task
* javascript added on custom field form to show/hide fields according to the format of custom field
* fixed: custom fields not in csv exports
* fixed: project settings now displayed according to user's permissions
* fixed: application error when no version is selected on projects/add_file
* fixed: public actions not authorized for members of non public projects
* fixed: non public projects were shown on welcome screen even if current user is not a member
== 10/08/2006 v0.3.0
* user authentication against multiple LDAP (optional)
* token based "lost password" functionality
* user self-registration functionality (optional)
* custom fields now available for issues, users and projects
* new custom field format "text" (displayed as a textarea field)
* project & administration drop down menus in navigation bar for quicker access
* text formatting is preserved for long text fields (issues, projects and news descriptions)
* urls and emails are turned into clickable links in long text fields
* "due date" field added on issues
* tracker selection filter added on change log
* Localization plugin replaced with GLoc 1.1.0 (iconv required)
* error messages internationalization
* german translation added (thanks to Karim Trott)
* data locking for issues to prevent update conflicts (using ActiveRecord builtin optimistic locking)
* new filter in issues list: "Fixed version"
* active filters are displayed with colored background on issues list
* custom configuration is now defined in config/config_custom.rb
* user object no more stored in session (only user_id)
* news summary field is no longer required
* tables and forms redesign
* Fixed: boolean custom field not working
* Fixed: error messages for custom fields are not displayed
* Fixed: invalid custom fields should have a red border
* Fixed: custom fields values are not validated on issue update
* Fixed: unable to choose an empty value for 'List' custom fields
* Fixed: no issue categories sorting
* Fixed: incorrect versions sorting
== 07/12/2006 - v0.2.2
* Fixed: bug in "issues list"
== 07/09/2006 - v0.2.1
* new databases supported: Oracle, PostgreSQL, SQL Server
* projects/subprojects hierarchy (1 level of subprojects only)
* environment information display in admin/info
* more filter options in issues list (rev6)
* default language based on browser settings (Accept-Language HTTP header)
* issues list exportable to CSV (rev6)
* simple_format and auto_link on long text fields
* more data validations
* Fixed: error when all mail notifications are unchecked in admin/mail_options
* Fixed: all project news are displayed on project summary
* Fixed: Can't change user password in users/edit
* Fixed: Error on tables creation with PostgreSQL (rev5)
* Fixed: SQL error in "issue reports" view with PostgreSQL (rev5)
== 06/25/2006 - v0.1.0
* multiple users/multiple projects
* role based access control
* issue tracking system
* fully customizable workflow
* documents/files repository
* email notifications on issue creation and update
* multilanguage support (except for error messages):english, french, spanish
* online manual in french (unfinished)
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== redMine installation
redMine - project management software
Copyright (C) 2006-2007 Jean-Philippe Lang
http://redmine.rubyforge.org/
== Requirements
* Ruby on Rails 1.1
* Iconv
* A database (see compatibility below)
Optional:
* RedCloth (to enable textile formatting)
Supported databases:
* MySQL (tested with MySQL 5)
* PostgreSQL (tested with PostgreSQL 8.1)
* Oracle (tested with Oracle 10g)
* SQL Server (tested with SQL Server 2005)
* SQLite (tested with SQLite 3)
== Installation
1. Uncompress program archive:
tar zxvf <filename>
2. Create an empty database: "redmine" for example
3. Configure database parameters in config/database.yml
for "production" environment (default database is MySQL)
4. Create the database structure. Under the application main directory:
rake migrate RAILS_ENV="production"
It will create tables and an administrator account.
5. Insert default configuration data in database:
rake load_default_data RAILS_ENV="production"
It will load default roles, trackers, statuses, workflows and enumerations.
This step is optional (but recommended), as you can define your
own configuration from sratch.
6. Test the installation by running WEBrick web server:
ruby script/server -e production
Once WEBrick has started, point your browser to http://localhost:3000/
You should now see the application welcome page
7. Use default administrator account to log in:
login: admin
password: admin
8. Setup Apache or Lighttpd with fastcgi for best performance.
== Configuration
A sample configuration file is provided: "config/config_custom.example.rb"
Rename it to config_custom.rb and set your parameters.
Don't forget to restart the application after any change.
In config/environment.rb, you can set parameters for your SMTP server:
config.action_mailer.server_settings: SMTP server configuration
config.action_mailer.perform_deliveries: set to false to disable mail delivering
== Upgrading
See UPGRADING
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== redMine
redMine - project management software
Copyright (C) 2006-2007 Jean-Philippe Lang
http://redmine.rubyforge.org/
== License
This program is free software; you can redistribute it and/or
modify it under the terms of the GNU General Public License
as published by the Free Software Foundation; either version 2
of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with this program; if not, write to the Free Software
Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.
== Main features
redMine is a project management software written using Ruby on Rails.
* Multiple users/multiple projects
* Fully customizable role based access control
* Issue tracking system
* Fully customizable workflow
* Documents/files repository
* News management
* SVN browser and diff viewer
* Email notifications
* Custom fields for projects, users and issues
* Multiple LDAP authentication support
* User self-registration support
* Multilanguage support (english, french, german, spanish)
* Multiple databases support: MySQL, PostgreSQL, Oracle, SQL Server, SQLite
== User documentation
User documentation for redMine is written using DocBook XML format.
It's also avaible as HTML files in /public/manual (contextual help)
== Versioning
redMine versioning scheme is major.minor.revision
Versions before 1.0.0 must be considered as beta versions and upgrading support
may not be provided for these versions.
== Credits
* Jean-Francois Boutier (spanish translation)
* Andreas Viklund (open source XHTML layout, http://andreasviklund.com/)
* Karim Trott (german translation and english online help translation)
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== redMine upgrade procedure
redMine - project management software
Copyright (C) 2006-2007 Jean-Philippe Lang
http://redmine.rubyforge.org/
== From 0.3.0
1. Uncompress program archive in a new directory:
tar zxvf <filename>
3. Copy your database (database.yml) and configuration settings (config_custom.rb)
into the new config directory
4. Migrate your database:
rake migrate RAILS_ENV="production"
== From 0.2.x and previous
Due to major database changes since 0.2.x, there is no migration support
from 0.2.x and previous versions.
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd">
<book>
<title>Documentation</title>
<chapter>
<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>
<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
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>
</chapter>
</book>
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
"http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd">
<book>
<title>Documentation</title>
<chapter>
<title>Administration</title>
<section>
<title>Projets</title>
<para>Ces écrans vous permettent de gérer les projets.</para>
</section>
<section>
<title>Utilisateurs</title>
<para>Ces écrans vous permettent de gérer les utilisateurs de
l'application.</para>
<section>
<title>Liste des utilisateurs</title>
<para></para>
<screenshot>
<screeninfo>Liste des utilisateurs</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/users_list.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Statut des comptes:</para>
<itemizedlist>
<listitem>
<para>L'icône <inlinemediaobject>
<imageobject>
<imagedata fileref="images/locked.png" />
</imageobject>
</inlinemediaobject> signifie que le compte est vérouillé. Un
utilisateur dont le compte est vérouillé ne peut plus s'identifier
pour accéder à l'application.</para>
</listitem>
<listitem>
<para>L'icône <inlinemediaobject>
<imageobject>
<imagedata fileref="images/user_new.png" />
</imageobject>
</inlinemediaobject> signifie que le compte n'a pas encore été
activé par l'utilisateur .</para>
</listitem>
</itemizedlist>
<para>Les boutons Vérouiller/Dévérouiller vous permettent de bloquer
ou débloquer les comptes utilisateurs.</para>
<para></para>
</section>
<section>
<title>Création ou modification d'un utilisateur</title>
<para>En mode modification, laissez le champ <guilabel>Mot de
passe</guilabel> vide pour laisser le mot de passe de l'utilisateur
inchangé.</para>
<para>Un utilisateur déclaré comme administrateur dispose de toutes
les permissions sur l'application et sur tous les projets.</para>
<itemizedlist>
<listitem>
<para><guilabel>Administrateur</guilabel>: déclare l'utilisateur
comme administrateur de l'application.</para>
</listitem>
<listitem>
<para><guilabel>Notifications par mail</guilabel>: permet
d'activer ou non l'envoi automatique de notifications par mail
pour cet utilisateur</para>
</listitem>
<listitem>
<para><guilabel>Vérouillé</guilabel>: désactive le compte de
l'utilisateur</para>
</listitem>
</itemizedlist>
<para></para>
</section>
</section>
<section>
<title>Rôles et permissions</title>
<para>Les rôles permettent de définir les permissions des différents
membres d'un projet. Chaque membre d'un projet dispose d'un rôle unique
au sein d'un projet. Un utilisateur peut avoir différents rôles au sein
de différents projets.</para>
<para>Sur l'écran d'édition du rôle, cochez les actions que vous
souhaitez autoriser pour le rôle.</para>
<para></para>
<screenshot>
<screeninfo>Rôle et permissions</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/roles_edit.png" />
</imageobject>
</mediaobject>
</screenshot>
<para></para>
</section>
<section>
<title>Trackers</title>
<para>Les trackers permettent de typer les demandes et de définir des
workflows spécifiques pour chacun de ces types.</para>
</section>
<section>
<title>Champs personnalisés</title>
<para>Les champs personnalisés vous permettent d'ajouter des
informations supplémentaires sur les projets, les demandes ou les
utilisateurs. Un champ personnalisé peut être de l'un des types
suivants:</para>
<itemizedlist>
<listitem>
<para><guilabel>Entier</guilabel>: entier positif ou négatif</para>
</listitem>
<listitem>
<para><guilabel>Texte</guilabel>: chaîne de caractères</para>
</listitem>
<listitem>
<para><guilabel>Texte long</guilabel>: chaîne de caractères, avec
champ à plusieurs lignes</para>
</listitem>
<listitem>
<para><guilabel>Date</guilabel>: date</para>
</listitem>
<listitem>
<para><guilabel>Booléen</guilabel>: booléen (case à cocher)</para>
</listitem>
<listitem>
<para><guilabel>Liste</guilabel>: valeur à sélectionnée parmi une
liste prédéfinie (liste déroulante)</para>
</listitem>
</itemizedlist>
<para>Des éléments de validation peuvent être définis:</para>
<itemizedlist>
<listitem>
<para><guilabel>Obligatoire</guilabel>: champ dont la saisie est
obligatoire sur les demandes</para>
</listitem>
<listitem>
<para><guilabel>Pour tous les projects</guilabel>: champ
automatiquement associé à l'ensemble des projets</para>
</listitem>
<listitem>
<para><guilabel>Min - max length</guilabel>: longueurs minimales et
maximales pour les champs en saisie libre (0 signifie qu'il n'y a
pas de restriction)</para>
</listitem>
<listitem>
<para><guilabel>Expression régulière</guilabel>: expression
régulière permettant de valider la valeur saisie</para>
<para>Exemples:</para>
<para><code>^\[A-Z]{4}\d+$</code> : 4 lettres majuscules suivies
d'un ou plusieurs chiffres</para>
<para><code>^[^0-9]*$</code> : chaîne ne comportant pas de
chiffres</para>
</listitem>
<listitem>
<para><guilabel>Valeurs possibles</guilabel>: valeurs possibles pour
les champs de type "Liste". Les valeurs sont séparées par le
caractère |</para>
</listitem>
</itemizedlist>
<para></para>
<section>
<title>Champs pour les projets</title>
<para></para>
<itemizedlist>
<listitem>
<para><guilabel>Obligatoire</guilabel>: champ dont la saisie est
obligatoire</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Champs pour les demandes</title>
<para></para>
<itemizedlist>
<listitem>
<para><guilabel>Pour tous les projects</guilabel>: champ
automatiquement associé aux demandes de l'ensemble des
projets</para>
<para>Si cette option n'est pas activée, chaque projet pourra
choisir d'utiliser ou non le champ pour ses demandes (voir
configuration du projet).</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Champs pour les utilisateurs</title>
<para></para>
<itemizedlist>
<listitem>
<para><guilabel>Obligatoire</guilabel>: champ dont la saisie est
obligatoire</para>
</listitem>
</itemizedlist>
<para></para>
</section>
</section>
<section>
<title>Statut des demandes</title>
<para>Ces écrans vous permettent de définir les différents statuts
possibles des demandes.</para>
<itemizedlist>
<listitem>
<para><guilabel>Demande fermée</guilabel>: indique que le statut
correspond à une demande considérée comme fermée</para>
</listitem>
<listitem>
<para><guilabel>Statut par défaut</guilabel>: statut appliqué par
défaut aux nouvelles demandes (seul un statut peut être déclaré
comme statut par défaut)</para>
</listitem>
<listitem>
<para><guilabel>Couleur</guilabel>: code couleur HTML (6 caractères)
représentant le statut à l'affichage</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Workflow</title>
<para>Le workflow permet de définir les changements que les différents
membres d'un projet sont autorisés à effectuer sur les demandes, en
fonction de leur type.</para>
<para>Sélectionnez le rôle et le tracker pour lesquels vous souhaitez
modifier le workflow, puis cliquez sur Edit. L'écran vous permet alors
de modifier, pour le rôle et le tracker choisi, les changements
autorisés. Les lignes représentent les statuts initiaux des demandes.
Les colonnes représentent les statuts autorisés à être appliqués.</para>
<para><remark>Remarque: pour qu'un rôle puisse changer le statut des
demandes, la permission doit lui être explicitement donnée
indépendemment de la configuration du workflow.</remark></para>
<para></para>
<screenshot>
<screeninfo>Exemple de configuration d'un workflow</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/workflow.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Dans l'exemple ci-dessus, les demandes de type Bug au statut
Nouveau pourront être passées au statut Assignée ou Résolue par le rôle
Développeur. Celles au statut Assignée pourront être passées au statut
Résolue. Le statut de toutes les autres demandes de type Bug ne pourra
pas être modifié par le Développeur.</para>
</section>
<section>
<title>Listes de valeurs</title>
<para>Les listes de valeurs utilisées par l'application (exemple: les
priorités des demandes) peuvent être personnalisées. Cet écran vous
permet de définir les valeurs possibles pour chacune des listes
suivantes:</para>
<itemizedlist>
<listitem>
<para>Priorités des demandes</para>
</listitem>
<listitem>
<para>Catégories de documents</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Notifications par mail</title>
<para>Cet écran vous permet de sélectionner les actions qui donneront
lieu à une notification par mail aux membres du projet.</para>
<para>Remarque: l'envoi de mails doit être activé dans la configuration
de l'application si souhaitez effectuer des notifications.</para>
</section>
<section>
<title>Authentification</title>
<para>Par défaut, redMine s'appuie sur sa propre base de données pour
authentifier les utilisateurs, à l'aide d'un mot de passe
spécifique.</para>
<para>Si vous disposez déjà d'un ou plusieurs référentiels externes
d'utilisateurs (annuaires LDAP), vous pouvez les déclarer afin qu'ils
soient utilisés pour l'authentification sur redMine. Cela permet aux
utilisateurs d'accéder à redMine avec leurs identifiants et mots de
passe habituels.</para>
<para>Pour chaque référentiel déclaré, vous pouvez spécifier si les
comptes peuvent être créés à la volée dans redMine. Si c'est le cas, les
comptes utilisateurs sont automatiquement créés à la première connexion
de l'utilisateur (sans droits spécifiques sur les projets), à partir des
informations disponibles dans le référentiel. Sinon, l'administrateur
doit au préalable créer le compte de l'utilisateur dans redMine.</para>
<para></para>
<section>
<title>Annuaire LDAP</title>
<para></para>
<itemizedlist>
<listitem>
<para><guilabel>Nom</guilabel>: nom d'affichage du
référentiel</para>
</listitem>
<listitem>
<para><guilabel>Hôte</guilabel>: nom d'hôte du serveur LDAP</para>
</listitem>
<listitem>
<para><guilabel>Port</guilabel>: port de connexion au serveur
LDAP</para>
</listitem>
<listitem>
<para><guilabel>Compte</guilabel>: DN du compte de connexion au
LDAP (laisser vide si l'annuaire autorise l'accès anonyme en
lecture)</para>
</listitem>
<listitem>
<para><guilabel>Mot de passe</guilabel>: mot de passe du compte de
connexion</para>
</listitem>
<listitem>
<para><guilabel>Base DN</guilabel>: DN de base utilisé pour la
recherche des utilisateur dans l'annuaire</para>
</listitem>
<listitem>
<para><guilabel>Filtre LDAP</guilabel>: Filtre de recherche des
utilisateurs dans l'annuaire (optionnel)</para>
</listitem>
<listitem>
<para><guilabel>Attributs LDAP</guilabel>:</para>
<itemizedlist>
<listitem>
<para><guilabel>Identifiant</guilabel>: nom de l'attribut LDAP
utilisé comme identifiant de l'utilisateur (ex: uid)</para>
</listitem>
<listitem>
<para><guilabel>Prénom</guilabel>: nom de l'attribut LDAP
contenant le prénom de l'utilisateur (ex: givenName)</para>
</listitem>
<listitem>
<para><guilabel>Nom</guilabel>: nom de l'attribut LDAP
contenant le nom de l'utilisateur (ex: sn)</para>
</listitem>
<listitem>
<para><guilabel>Email</guilabel>: nom de l'attribut LDAP
contenant l'adresse mail de l'utilisateur (ex: mail)</para>
</listitem>
</itemizedlist>
</listitem>
</itemizedlist>
<para>Les attributs "<guilabel>Prénom</guilabel>",
"<guilabel>Nom</guilabel>" et "<guilabel>Email</guilabel>" ne sont
utilisés que lorsque les comptes sont créés à la volée.</para>
</section>
</section>
<section>
<title>Informations</title>
<para>Affiche des informations relatives à l'application et à son
environnement.</para>
</section>
</chapter>
<chapter>
<title>Projets</title>
<section>
<title>Aperçu du projet</title>
<para>L'aperçu vous présente les informations générales relatives au
projet, les principaux membres, les dernières annonces, ainsi qu'une
synthèse du nombre de demandes ouvertes par tracker.</para>
<para></para>
</section>
<section>
<title>Planning</title>
<para></para>
<section>
<title>Calendrier du projet</title>
<para>Le calendrier présente les tâches qui commencent ou se terminent
au cours du mois sélectionné (mois en cours par défaut). Les tâches
correspondent aux demandes pour lesquelles la date de début et
d'échéance sont renseignées.</para>
<itemizedlist>
<listitem>
<para>Le symoble <inlinemediaobject>
<imageobject>
<imagedata fileref="images/arrow_from.png" />
</imageobject>
</inlinemediaobject> représente le début d'une tâche</para>
</listitem>
<listitem>
<para>Le symbole <inlinemediaobject>
<imageobject>
<imagedata fileref="images/arrow_to.png" />
</imageobject>
</inlinemediaobject> représente la fin d'une tâche</para>
</listitem>
<listitem>
<para>Le symbole <inlinemediaobject>
<imageobject>
<imagedata fileref="images/arrow_bw.png" />
</imageobject>
</inlinemediaobject> représente une tâche qui débute et se
termine le jour même</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Diagramme de Gantt</title>
<para>Le diagramme de Gantt représente pour la période choisie
l'ensemble des tâches et leurs taux d'avancement.</para>
<para>L'avancement est représenté en bleu. Le retard en rouge.</para>
<screenshot>
<screeninfo>Diagramme de Gantt</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/gantt.png" />
</imageobject>
</mediaobject>
</screenshot>
<para></para>
</section>
</section>
<section>
<title>Gestion des demandes</title>
<para></para>
<section>
<title>Liste des demandes</title>
<para>Par défaut, l'ensemble des demandes ouvertes du projet sont
affichées. Différents filtres vous permettent de sélectionner les
demandes à afficher.</para>
<para>Une fois appliqué, un filtre reste valable durant toute votre
session. Vous pouvez le redéfinir, ou le supprimer en cliquant sur
Effacer.</para>
<para></para>
<screenshot>
<screeninfo>Liste des demandes</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/issues_list.png" />
</imageobject>
</mediaobject>
</screenshot>
<para></para>
</section>
</section>
<section>
<title>Rapports</title>
<para>Cet écran présente la synthèse du nombre de demandes par statut et
selon différents critères (tracker, priorité, catégorie). Des liens
directs permettent d'accéder à la liste détaillée des demandes pour
chaque critère.</para>
</section>
<section>
<title>Historique</title>
<para>Cette page présente l'ensemble des demandes résolues dans chacune
des versions du projet. Certains types de demande peuvent être exclus de
cet affichage.</para>
</section>
<section>
<title>Annonces</title>
<para>Les nouvelles vous permettent d'informer les utilisateurs sur
l'activité du projet.</para>
</section>
<section>
<title>Documents</title>
<para>Les documents sont groupés par catégories (voir Listes de
valeurs). Un document peut contenir plusieurs fichiers (exemple:
révisions ou versions successives).</para>
</section>
<section>
<title>Fichiers</title>
<para>Ce module vous permet de publier les différents fichiers (sources,
binaires, ...) pour chaque version de l'application.</para>
</section>
<section>
<title>Configuration du projet</title>
<para></para>
<section>
<title>Propriétés du projet</title>
<para></para>
<itemizedlist>
<listitem>
<para><guilabel>Public</guilabel>: si le projet est public, il
sera visible (consultation des demandes, des documents, ...) pour
l'ensemble des utilisateurs, y compris ceux qui ne sont pas
membres du projet. Si le projet n'est pas public, seuls les
membres du projet y ont accès, en fonction de leur rôle.</para>
</listitem>
<listitem>
<para><guilabel>Champs personnalisés</guilabel>: sélectionner les
champs personnalisésMo que vous souhaitez utiliser pour les
demandes du projet. Seul l'administrateur peut définir de nouveaux
champs personnalisés.</para>
</listitem>
</itemizedlist>
<para></para>
</section>
<section>
<title>Membres</title>
<para>Cett section vous permet de définir les membres du projet ainsi
que leurs rôles respectifs. Un utilisateur ne peut avoir qu'un rôle au
sein d'un projet donné. Le rôle d'un membre détermine les permissions
dont il bénéficie sur le projet.</para>
</section>
<section>
<title>Versions</title>
<para>Les versions vous permettent de suivre les changements survenus
tout au long du projet. A la fermeture d'une demande, vous pouvez par
exemple indiquer quelle version la prend en compte. Vous pouvez par
ailleurs publier les différentes versions de l'application (voir
Fichiers).</para>
</section>
<section>
<title>Catégories des demandes</title>
<para>Les catégories de demande vous permettent de typer les demandes.
Les catégories peuvent par exemple correspondre aux différents modules
du projet.</para>
<para>Une catégorie référencée sur des demandes ne peut pas être
supprimée.</para>
<para></para>
</section>
</section>
</chapter>
<chapter>
<title>Comptes utilisateurs</title>
<para></para>
<section>
<title>Mon compte</title>
<para></para>
<section>
<title>Informations</title>
<para>Cet écran vous permet de modifier les informations relatives à
votre compte: nom, prénom, adresse mail, langue (Anglais, Allemand,
Espagnol ou Français).</para>
<para>Si la case <guilabel>Notifications par mail</guilabel> est
décochée, aucune notification par mail ne vous sera envoyée.</para>
</section>
<section>
<title>Changement de mot de passe</title>
<para>Pour changer votre mot de passe, saisissez votre mot de passe
actuel et le nouveau mot de passe souhaité (double saisie pour
confirmation). Le mot de passe doit avoir une longueur comprise entre
4 et 12 caractères.</para>
<para>Si votre compte utilise une authentification externe (un
annuaire LDAP), vous ne pouvez pas changer votre mot de passe dans
redMine.</para>
</section>
</section>
<section>
<title>Ma page</title>
<para>Cette page vous permet d'afficher de manière synthétique des
informations sur vos projets.</para>
<para>Pour personnaliser votre page, cliquer sur le lien
<guilabel>Personnaliser cette page</guilabel>. Vous pouvez alors
sélectionner les informations à afficher et les positionner où vous le
souhaitez sur la page, par glisser-déposer.</para>
</section>
<section>
<title>Mot de passe perdu</title>
<para>En cas de perte de votre mot de passe, une procédure par mail vous
permet d'en choisir un nouveau.</para>
<para>Sur l'écran d'authentification, cliquez sur <guilabel>Mot de passe
perdu</guilabel>. Saisissez ensuite votre adresse mail dans le champ
prévu et validez. Un mail vous est alors transmis. Il contient un lien
qui vous permettra d'accéder à la page de choix du nouveau mot de
passe.</para>
<para>Si votre compte utilise une authentification externe (un annuaire
LDAP), cette procédure n'est pas disponible.</para>
</section>
<section>
<title>S'enregistrer</title>
<para>L'enregistrement vous permet d'obtenir un compte sans intervention
de l'administrateur.</para>
<para>Sur l'écran d'authentification, cliquez sur
<guilabel>S'enregistrer</guilabel>. Complétez le formulaire
d'inscription et validez. Un mail vous est alors transmis. Pour activer
votre compte, utilisez le lien présent dans le mail qui vous a été
envoyé.</para>
<para>La possibilité de s'enregistrer peut avoir été désactivée par
l'administrateur.</para>
</section>
</chapter>
</book>