1		Getting Started
2		Installing
2.1		Requirements
2.2		Automated Installer
2.3		Microsoft Web Platform
2.4		Zip File
2.5		Scheduler Service
3		Upgrading
3.1		Upgrading Existing Installations
3.2		Upgrading 4.1.x to 4.2
3.3		Upgrading 4.0.x to 4.2
3.4		Upgrading 3.7.x to 4.2
3.5		Upgrading 3.6.x to 4.2
3.6		Upgrading 3.5.x to 4.2
3.7		Upgrading 3.1.x to 4.2
3.8		Upgrading 3.0.x to 4.2
3.9		Upgrading 3.0.0 to 4.2
3.10		Upgrading 2.2 to 4.2
3.11		Upgrading 2.1.x to 4.2
3.12		Upgrading 2.0.x to 4.2
3.13		Upgrading 1.9.1 to 4.2
3.14		Upgrading 1.9/1.9a/1.9b to 4.2
3.15		Upgrading 1.8.x to 4.2
3.16		Upgrading 1.7 to 4.2
3.17		Upgrading 1.6.3 to 4.2
4		Projects
4.1		Project Concepts
4.1.1		Grouping Projects
4.1.2		Components
4.1.3		Versions
4.1.4		Roadmap
4.1.5		Change Log
4.1.6		Dashboard
4.2		Project Customization
4.2.1		Project Settings
4.2.2		Single, Multiple Item Options
4.2.3		Item Type, Priority, Severity Options
4.2.4		Default Values
4.2.5		Components
4.2.6		Versions
4.2.7		Project Attributes
4.2.8		Which Fields Are Displayed?
5		Item Management
5.1		Overview
5.2		Creating
5.3		Editing
5.4		Viewing
5.5		Visibility
5.6		Custom Fields
5.7		Comments
5.8		Hierarchy
5.9		Links
5.10		Recurrence
5.11		Estimates & Time Logs
5.12		Source Control Links
5.13		Audit Trails
5.14		Workflow
5.15		Filter Items
5.15.1		Using the Filter
5.15.2		Saving and Reusing Filters
5.15.3		Cross Project Roll-ups
5.16		Patterns
6		Planning Board
7		Time Management
7.1		Time Reports
7.2		Recording Time
8		Notifications
8.1		Project Alerts
8.2		Item Watchers
9		Test Management
9.1		Approach
9.2		Plans
9.3		Cases
9.4		Runs
9.5		Traceability
9.6		Filtering
10		Management
10.1		Administration
10.1.1		General Configuration
10.1.2		SMTP and Notifications
10.1.3		Projects
10.1.4		Custom Fields
10.1.5		Item Management
10.1.6		Test Management
10.1.7		Licensing
10.2		Users & Security
10.2.1		User Management
10.2.2		Global and Project Groups
10.2.3		Working with Global Groups
10.2.4		Working with Project Groups
10.2.5		Available Permissions
10.2.6		Project Resources
10.2.7		Assigning Permissions to Projects
10.2.8		Windows Authentication
10.2.9		Active Directory Integration
11		Using Add-on Products
11.1		Visual Studio 2008/2010
11.2		Gemini Desktop
11.3		Microsoft Outlook
11.4		Converse
11.4.1		Installation
11.4.2		Core Mailbox Setup
11.4.3		Selecting Emails to Process
11.4.4		Manipulating Email Content
11.4.5		Outbound Notifications
11.4.6		Project Mapping
11.5		SimplyFi
11.5.1		Introduction
11.5.2		Key Features
11.5.3		Licensing
11.5.4		SimplyFi Concepts
11.5.5		Clients
11.5.6		Contacts
11.5.7		Documents
11.5.8		Payments
11.5.9		Stock Items
11.5.10		Payment Terms
11.5.11		Document Templates
11.5.12		Email Templates
11.5.13		Reminders
11.5.14		Resource Costs
11.5.15		Project Costs
11.5.16		Initial Configuration
11.5.17		Administration
11.5.18		General
11.5.19		Stock Items
11.5.20		Cost Categories
11.5.21		Resource Costs
11.5.22		Project Costs
11.5.23		Document Templates
11.5.24		Statement Templates
11.5.25		Email Templates
11.5.26		Reminders
11.5.27		Currencies
11.5.28		FX Rates (Foreign Exchange)
11.5.29		Tax Codes
11.5.30		Payment Terms
11.5.31		Client Custom Fields
11.5.32		Localisation
11.5.33		Clients and Contacts
11.5.34		Clients
11.5.35		Contacts
11.5.36		Searching Clients
11.5.37		Adding a Client
11.5.38		Editing a Client
11.5.39		Deleting a Client
11.5.40		Searching Contacts
11.5.41		Adding a Contact to an Existing Client
11.5.42		Editing an Existing Contact
11.5.43		Deleting an existing Contact
11.5.44		Contact Groups
11.5.45		Documents
11.5.46		Invoices
11.5.47		Searching Invoices
11.5.48		Quotes
11.5.49		Creating and Editing Invoices
11.5.50		Searching Quotes
11.5.51		Credit Notes
11.5.52		Creating and Editing Quotes
11.5.53		Searching Credit Notes
11.5.54		Recurring Invoices
11.5.55		Creating and Editing Credit Notes
11.5.56		Searching Recurring Invoices
11.5.57		Creating and Editing Recurring Invoices
11.5.58		Document Numbers
11.5.59		Payments
11.5.60		Searching Payments
11.5.61		Logging a new payment
11.5.62		Editing Payments
11.5.63		Reports
11.5.64		Age Analysis
11.5.65		Reconciliation Report (Recon Report)
11.5.66		Debt Report
11.5.67		Tax Report
11.5.68		Finance Summary Panels
11.5.69		Import
11.5.70		Clients
11.5.71		Invoices
11.5.72		Payments
11.5.73		Dashboard
11.5.74		Support
11.5.75		Reference
11.5.76		Windows Localisation Codes
11.5.77		Supported Currencies
11.5.78		Icon Reference
11.5.79		Additional Resources
12		API
12.1		Introduction
12.2		Enabling API support
12.3		Authentication
12.4		Response Formats
12.5		.NET Quick-start
12.6		Schema Reference
12.7		Administration API
12.8		Alerts API
12.9		Custom Fields API
12.10		Groups API
12.11		Items API
12.12		Projects API
12.13		Users API
12.14		Testing API
13		User Profile

202 documents found.

This quick guide will introduce the key concepts and features within Gemini. Use it to get a feel of how Gemini works and can help your teams to deliver better projects. 

You should use the sample database that was installed during the Gemini installation process. Default login username is "manager" with a password of "manager".

First Look

Projects within Gemini are organized under categories allowing you to group related projects together. Three ways to organize:

• Departmental
• Line of Business / Business Unit
• Clients

Each Project Dashboard provides a quick way for you to see the state of play within your project. What is going on? Who's working on what?

The project Roadmap provides a forward-looking view of what's coming up:

The project Changelog provides a historic view of the project's accomplishments:

Take some time to look around the other tabs within the project.

Configuring Email Notifications

First setup your SMTP server details so that Gemini can send email notifications:

Now select a project and choose which email notifications you wish to receive:

Your First Issue

Hover over the New Item link and log a Bug or some other type of item:

Notice what happens when you change the Type dropdown between Bug and Task. The screen changes to reflect the input fields we need to fill in for that type:

Gemini allows you to define different screens for different types of work items.

Finding Things That Matter

Click on the Items tab within a project and say hello to where you will spend most of your time in Gemini!

Now, click on the Components filter option and CTRL-select multiple items. Clicking View will mean Gemini retrieves only items that match your criteria. Go ahead and play around with the Filter to see how easy it is to find items by the various filter options:

Now lets bring items from all projects under the Development category. Just select the category and click filter:

Now go back to the Component filter option and notice how you now have filter options from BOTH projects under the Development category. This is how Gemini allows you bring together from differently structured projects.

Editing Items

Let's stay on Items tab and see how easy it is to update any item in the grid view. Just point-and-click to change any value on the grid including any custom fields that you may have defined:

But note that not all values can be changed. Why? Because Gemini allows you to control who can change which value and when.

Try to find a specific item by typing "48" into the Search box located right at the top of Gemini. It should take you right to the Item view:

Once again, note how all the item attributes on the left of the screen are point-click-update savvy.

Take a good look around to see how Gemini displays an Item - just note that everything you see on-screen can eb controlled to show/hide based on user permissions, group membership. The view also adapts depending upon the type of item you are viewing: different layouts for different types of work items.

Visual Planning

Head back to the Items tab within your project and click on Planner. Now drag and drop to move things around for real-time editing of items.

Each Card on the Planner represents an item - use the slider to adjust progress and hover over the dropdown menu on the Card to explore available actions. Use the Filter to control the items displayed and try changing what each axis represents!

Capture Your Data

Let's add our own dropdown field. Head over to Administration (top left) and click on Custom Fields under the Projects section. Add a custom field of type dropdown and use a static list to hold client names:

Note how you can select can choose which projects can use this custom field. 

Now that we have a custom field, let's put it into use via Screens. Click on Screens (under Items section) within Administration and edit the Edit Screen to include our newly defined custom field.

Do you see how Gemini allows you to select who sees which input field and when? Now do the same thing for the View Screen - include the Clients custom field.

Now lets navigate to item # 89 by typing "89" into the search box right at the top of Gemini - it should now display the item in question.