Track+ ALM User Manual Application Lifecycle Management

304 Pages·2017·22.03 MB·English

Release 5.3
Track+ ALM User Manual
Application Lifecycle Management

Track+ ALM User Manual
Application Lifecycle Management
SteinbeisGmbH&Co.KG
TaskManagementSolutions
Eugen-Ruoff-Str.30
D-71404Korb
Germany
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Support:[email protected]
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January2018
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Contents
List of Figures...................................................................................................................................................xi
List of Tables....................................................................................................................................................xv
1  Getting started..........................................................................................................................................17
1.1 First steps with ......................................................................................................................................................................................................18
1.2 Application interface overview....................................................................................................................................................................19
2  Working with ............................................................................................................................................21
2.1 Personal settings....................................................................................................................................................................................................22
2.1.1 Managing your user profile...........................................................................................................................................................22
2.1.2 Generating iCalendar-URLs............................................................................................................................................................23
2.2 Working with items.............................................................................................................................................................................................24
2.2.1 Items and spaces..................................................................................................................................................................................24
2.2.2 Browsing items.......................................................................................................................................................................................24
2.2.3 Filter basics...............................................................................................................................................................................................25
2.2.4 Using TQL..................................................................................................................................................................................................27
2.2.5 System properties................................................................................................................................................................................31
2.3 The item navigator...............................................................................................................................................................................................33
2.3.1 Navigator left area...............................................................................................................................................................................34
2.3.2 Navigator right area modes..........................................................................................................................................................35
2.3.3 General right area behaviour........................................................................................................................................................36
2.3.4 Grid based view modes...................................................................................................................................................................38
2.4 Importing and exporting data.....................................................................................................................................................................45
2.4.1 Importing items from Excel...........................................................................................................................................................45
2.4.2 Importing tasks from MS Project...............................................................................................................................................48
2.4.3 Importing data from other installations...............................................................................................................................49
2.4.4 Exporting to an Excel file................................................................................................................................................................50
2.4.5 Exporting a project to MS Project.............................................................................................................................................50
2.4.6 Exporting data from ..........................................................................................................................................................................50
2.5 Working with the cockpit................................................................................................................................................................................52
2.5.1 Changing cockpit layout.................................................................................................................................................................53
2.5.2 Configuring tiles....................................................................................................................................................................................54
2.6 Using report templates.....................................................................................................................................................................................68
2.6.1 Using a Report Template................................................................................................................................................................68
2.6.2 Built-in diagrams...................................................................................................................................................................................69
2.6.3 Accounting reports.............................................................................................................................................................................69
2.6.4 Preparing and generating FAQs.................................................................................................................................................71
3  Task management....................................................................................................................................73
3.1 Task management overview.........................................................................................................................................................................74
3.2 Item navigator flat view....................................................................................................................................................................................74
3.3 Item navigator tree view..................................................................................................................................................................................74
3.4 Item navigator hierarchical view.................................................................................................................................................................75
3.5 Agile board................................................................................................................................................................................................................75
4  Project management..............................................................................................................................81
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4.1 Project management outline........................................................................................................................................................................82
4.1.1 Creating a new workspace............................................................................................................................................................82
4.1.2 Registering team members...........................................................................................................................................................84
4.1.3 Assigning roles to team members............................................................................................................................................84
4.2 Planning.......................................................................................................................................................................................................................85
4.2.1 The planning process in ................................................................................................................................................................86
4.2.2 Managing work and cost................................................................................................................................................................86
4.2.3 Planning with baselines...................................................................................................................................................................87
4.2.4 Bottom-up and top-down..............................................................................................................................................................87
4.2.5 The Earned Value Method..............................................................................................................................................................88
4.2.6 Working with the Gantt diagram...............................................................................................................................................89
4.2.7 Working with the Workload View..............................................................................................................................................91
4.2.8 Working with the Work Breakdown Structure View......................................................................................................92
4.3 Exchanging tasks with MS Project.............................................................................................................................................................94
4.3.1 Exporting a project to MS Project.............................................................................................................................................94
4.3.2 Importing tasks from MS Project...............................................................................................................................................94
4.3.3 MS Project import conflict resolution rules.........................................................................................................................95
4.4 Generating release notes.................................................................................................................................................................................96
5  Scrum............................................................................................................................................................97
5.1 Scrum overview......................................................................................................................................................................................................98
5.2 Working with the cockpit................................................................................................................................................................................98
5.3 Managing people..................................................................................................................................................................................................99
5.3.1 Managing regular users....................................................................................................................................................................99
5.3.2 Managing groups..............................................................................................................................................................................104
5.4 Managing Scrum teams.................................................................................................................................................................................105
5.5 Managing Scrum projects............................................................................................................................................................................106
5.5.1 Creating a new workspace..........................................................................................................................................................106
5.5.2 Deleting a workspace.....................................................................................................................................................................109
5.5.3 Copying a workspace setup.......................................................................................................................................................110
5.5.4 The workspace status.....................................................................................................................................................................111
5.6 Managing releases.............................................................................................................................................................................................112
5.6.1 Adding a release................................................................................................................................................................................112
5.6.2 Deleting a release..............................................................................................................................................................................113
5.6.3 The release status..............................................................................................................................................................................114
5.7 Working with backlogs...................................................................................................................................................................................115
5.8 Working with sprints........................................................................................................................................................................................116
5.9 Using the task board.......................................................................................................................................................................................116
5.10 Monitoring your project with burndown charts.........................................................................................................................117
6  Help desk..................................................................................................................................................119
6.1 Helpdesk setup how to..................................................................................................................................................................................120
6.2 ITIL Mapping..........................................................................................................................................................................................................122
7  Meeting management.........................................................................................................................125
7.1 Managing meetings.........................................................................................................................................................................................126
7.2 Setup for meeting management.............................................................................................................................................................129
8  Application lifecycle management.................................................................................................137
9  The Wiki....................................................................................................................................................139
9.1 Wiki overview........................................................................................................................................................................................................140
9.2 Creating documents.........................................................................................................................................................................................141
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9.3 Creating document sections......................................................................................................................................................................142
9.4 Editing content....................................................................................................................................................................................................142
9.5 Embedding items...............................................................................................................................................................................................144
9.6 Wiki read and comment................................................................................................................................................................................145
9.7 Exporting documents......................................................................................................................................................................................146
9.8 Creating Word templates..............................................................................................................................................................................146
9.9 Creating LaTeX/Freemarker templates.................................................................................................................................................148
9.10 Making the Wiki part of a web site.....................................................................................................................................................152
9.11 Document versioning (tbd)......................................................................................................................................................................153
10  Administration: Managing Spaces................................................................................................157
10.1 Configuration basics......................................................................................................................................................................................158
10.1.1 Workspace types.............................................................................................................................................................................158
10.1.2 Configuration inheritance.........................................................................................................................................................158
10.2 Managing spaces.............................................................................................................................................................................................159
10.2.1 Creating a new workspace.......................................................................................................................................................159
10.2.2 Deleting a workspace..................................................................................................................................................................162
10.2.3 Copying a workspace setup....................................................................................................................................................162
10.2.4 Workspace templates...................................................................................................................................................................163
10.2.5 The workspace status...................................................................................................................................................................164
10.3 Assigning roles to team members.......................................................................................................................................................165
10.4 Managing releases (phases).....................................................................................................................................................................166
10.4.1 Adding a release..............................................................................................................................................................................166
10.4.2 Deleting a release...........................................................................................................................................................................167
10.4.3 The release status...........................................................................................................................................................................169
10.5 Managing workspace specific lists.......................................................................................................................................................170
10.6 Assigning accounts........................................................................................................................................................................................172
10.7 Default automail assignments................................................................................................................................................................173
10.8 Configuring workspace-specific cockpits........................................................................................................................................173
10.9 Version control..................................................................................................................................................................................................174
10.9.1 Subversion version control.......................................................................................................................................................175
10.9.2 Git version control..........................................................................................................................................................................176
10.9.3 CVS version control.......................................................................................................................................................................177
11  Administration: Managing People................................................................................................179
11.1 Managing regular users...............................................................................................................................................................................180
11.2 Managing clients.............................................................................................................................................................................................185
Handling of client users...........................................................................................................................................................................185
Adding clients by e-mail submission..............................................................................................................................................185
Assigning roles to client users............................................................................................................................................................185
Limited client user permissions..........................................................................................................................................................185
11.3 LDAP support.....................................................................................................................................................................................................185
11.4 Managing groups............................................................................................................................................................................................185
11.5 Managing organizational units...............................................................................................................................................................187
12  Administration: Managing templates..........................................................................................189
12.1 Managing report templates.....................................................................................................................................................................190
12.1.1 Using a report template.............................................................................................................................................................190
12.1.2 Report template repositories..................................................................................................................................................191
12.1.3 Downloading a report template...........................................................................................................................................192
12.1.4 Uploading a report template..................................................................................................................................................192
12.1.5 Removing report templates.....................................................................................................................................................193
12.1.6 Excel Report Templates..............................................................................................................................................................193
12.2 Managing workspace templates...........................................................................................................................................................196
12.3 Managing e-mail templates.....................................................................................................................................................................197
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12.4 Managing cockpit templates...................................................................................................................................................................201
12.4.1 Adding a cockpit template......................................................................................................................................................201
12.4.2 Configuring a cockpit template............................................................................................................................................202
12.4.3 Assigning a cockpit template.................................................................................................................................................202
12.5 Task board card templates........................................................................................................................................................................203
12.6 Managing filters................................................................................................................................................................................................203
12.6.1 Defining a filter.................................................................................................................................................................................203
12.6.2 Deleting a filter.................................................................................................................................................................................204
12.6.3 Creating a permanent link........................................................................................................................................................205
12.6.4 Creating a link for Maven..........................................................................................................................................................206
13  Customizing .........................................................................................................................................209
13.1 Customization overview.............................................................................................................................................................................210
13.2 Configuration scenarios...............................................................................................................................................................................210
13.3 Roles and permissions..................................................................................................................................................................................212
13.3.1 Adding and editing roles...........................................................................................................................................................212
13.3.2 Deleting roles....................................................................................................................................................................................214
13.3.3 Restricting access to item types...........................................................................................................................................215
13.3.4 Restricting access to item fields............................................................................................................................................215
13.4 Customizing automail..................................................................................................................................................................................216
13.4.1 Triggers and conditions..............................................................................................................................................................217
13.4.2 Automail triggers............................................................................................................................................................................217
13.4.3 Automail conditions......................................................................................................................................................................219
13.4.4 Assigning automail configurations......................................................................................................................................220
13.4.5 Automail for unregistered submitters...............................................................................................................................221
13.5 Item properties..................................................................................................................................................................................................221
13.5.1 Item properties overview..........................................................................................................................................................221
13.5.2 Item property types......................................................................................................................................................................223
13.5.3 Managing custom properties.................................................................................................................................................230
13.6 Customizing forms..........................................................................................................................................................................................236
13.6.1 Custom forms, actions, and fields........................................................................................................................................236
13.6.2 Managing custom Forms..........................................................................................................................................................238
13.7 Custom selection lists...................................................................................................................................................................................245
13.7.1 Custom lists overview..................................................................................................................................................................245
13.7.2 Managing lists for system properties.................................................................................................................................246
13.7.3 Managing lists for custom properties...............................................................................................................................253
13.8 System object states.....................................................................................................................................................................................262
13.8.1 Managing workspace states....................................................................................................................................................262
13.8.2 Managing release states.............................................................................................................................................................263
13.9 Managing workspace types......................................................................................................................................................................264
13.10 Replacing logos.............................................................................................................................................................................................268
14  Administering the server..................................................................................................................269
14.1 Concepts and tasks for system administrators............................................................................................................................271
14.2 Server configuration......................................................................................................................................................................................271
14.2.1 System information and license data................................................................................................................................271
14.2.2 Outgoing e-mail connection...................................................................................................................................................271
14.2.3 Incoming e-mail connection...................................................................................................................................................274
14.2.4 Full text search configuration.................................................................................................................................................275
14.2.5 LDAP and SSO configuration..................................................................................................................................................276
14.2.6 Various configuration items.....................................................................................................................................................280
14.3 Configuring login page text.....................................................................................................................................................................282
14.4 Observing and managing server state..............................................................................................................................................282
14.5 Broadcasting e-mails to users................................................................................................................................................................284
14.6 Configuring diagnostic messages........................................................................................................................................................284
14.7 Data backup........................................................................................................................................................................................................285
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14.8 Restoring data from backup....................................................................................................................................................................286
14.9 Switching database systems....................................................................................................................................................................286
14.10 The Boot Procedure....................................................................................................................................................................................287
14.11 Non-western character sets...................................................................................................................................................................287
14.12 Using SSL and TLS encryption on e-mail and LDAP connections................................................................................288
14.13 Configuring with Jenkins.......................................................................................................................................................................288
14.14 Configuring Apache Tomcat.................................................................................................................................................................292
14.15 Using the TC command line client...................................................................................................................................................293
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