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Admin Manual - FIT Tracking Solutions

1. Figure 5 FIT Original Login Page The original login screen alternative format is available by restarting FIT with the following line configured in the server cfg com other HttpHandler default com other default The following configuration strings are available sLoginNotesAtTop allows you to define notes at the top of the login page sLoginNotes allows you to define notes on the bottom of the login page sProductVersion allows you to remove the product version string from the login page by setting to a one space string Logging In to FIT po 4 0 Sorting and Previewing Data FIT is equipped with sorting capabilities that let you specify how drop down options are displayed in the list boxes within the system for default fields users and groups Figure 2 shows an example of the Project configuration menu There are two sorting options you can apply alphabetical and load order When alphabetical sorting is used the drop down box options display from A Z When load order sorting is used the drop down box options display in the same order in which the values appear in the sorted list arrows allow you to change the order of the sorted list You can sort on a variety of administration pages including the pages that let you add and edit users projects and priority levels Please note that once you specify the sorting option you can use the preview option to preview how the drop down box listing will appear
2. Figure 59 Editing System Dashboard When changes to the system dashboard are completed the administrator simply chooses Done Editing System Dashboard to complete the editing process When this is done the system dashboard remains selected but the personal dashboard returns to the active editable configuration System Dashboard za 11 0 Reference Accessing User Options The following user options are outlined in the FIT User Manual User Option General Description Editing User Profiles Outlines in detail how to edit user profiles Creating and Updating Issues Outlines issue tracking viewing and hiding issues and updating issues Outlines the filtering functionality and explains preset and custom filters Also Filters explains how to edit and save filters Reports Outlines how to generate quick preset and custom reports Charts Outlines how to generate quick preset and custom charts The FIT User Manual is available at http www fittrackingsolutions com support documentation html Reference Accessing User Options 9s Appendix A Understanding Issues Management A Proper Resolution Process Increases Productivity By implementing a proper Change Process you are able to optimize workflow and maximize the productivity of your entire team FIT achieves optimal workflow by maintaining proper ownership and keeping individuals aware of their most immediate respon
3. To perform a bulk update 1 On the Main Menu page under Actions click the Bulk Update link 2 On the Bulk Update page choose a filter from the Filter Bar This is only required if you want to narrow down the issues to update 3 Select the listed issues that you want to update 4 Inthe options box within the Bulk Update page select the attribute check boxes corresponding to the issue attributes you want to change For example if you want to change the issue s status select the New Status check box 5 Specify the change 6 Click Save NOTES Due to the power of this feature notification is suppressed by default for the Bulk Update feature If you would like the notification to run as normal simply uncheck the suppress notification checkbox next to the Save button A cloning feature has been added to this page to allow you to create new bugs where fields default to the values of the issue they are being cloned from The Start New History blanks out the history for the new cloned issue rather than keeping the parent s entries The Record Cloning Note simply places a cloned from note in the description Bulk Update is only granted to administrators unless specifically set for a user in the Group settings General Options 0 6 0 Working With Field S FIT fields are the labeled inputs within the interface which have been configured to hold a specific type of data Some common fields include
4. Administration Options General Setup Field Layout User Custom Field Group Default Field SMTP Settings Field Control Notify List Field Order Customize Strings Color Coding File Upload Additional CSS Bulk Update Workflow Rank Anonymous Access Anonymous Entry Data Import non us Que Data Export SOAP Functions Anonymous Email Retrieval Exception Log Mail Rules Backups Return Messages Unarchive System Message Figure 44 FIT Specifying Advanced Option Table 8 FIT Advanced Option Links and Corresponding Commands Database Administration Controls for Connection to JDBC database Database Module Only Event Scheduling Creation Modification of scheduled events ie weekly notifications Data Import Imports issues in CSV format Also lets you remove all data from the system Data Export Exports issues in CSV or XML format Maps FIT fields to MS Project fields so that users can use the Export to MS Project MS Project KEI Mapping option on the Main Menu Provides a mechanism for developers to quickly query the FIT system Details about SOAL Funetionis SOAP are outlined in the SOAP Functions reference section Provides system information including full server details This helps you or other tem Infi system info support groups address any unforeseen problems Advanced Options pon Exception Log ao bate poor This helps you or other supp
5. document getElementByld projectButtonBar style display showProjectButtons lt SCRIPT gt Configuring Track Icons In the drop down hypertext and wideblue skins also allow you to configure your own switch track control which allows you to setup an icon button control such as this New Action Main Menu Dashboard Filters Reports Charts Bulk Update Admin Menu O hd y A Initiate a Request User Guides Tutorial Search GO Edit Profile Logout ACTION tme STAKEHOLDER Filters Reports Charts Go To Action mj co f Ray co Bf co To achieve this the administrator must set the following in server cfg to have the system show links instead of a drop down contextStyle links You can also set the following to create your own as above contextStyle custom If you do this there is a configurable string sCustomContextStyle which will control what is displayed instead You will need to configure that in each track after uploading the icons A simple format for each icon could be lt a class hidden xstyle padding 5px lt SUB CONTEXT0_DECORATION gt href lt SUB URLADDWITHOUTCONTEXT gt amp page com other MainMenu amp CONTEXT 0 gt lt img border 0 src issue_icon png gt lt a gt Incorporating Other Tools One of the major advantages of FIT is the simplicity of configuring the look of the tool The most common way to achieve this is by using the sHead or sFoot
6. lt xml version 1 0 encoding UTF 8 gt lt SOAP ENV Envelope xmlns SOAP ENC http schemas xmlsoap org soap encoding SOAP ENV encodingStyle http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsi http www w3 org 1999 XMLSchema instance xmlns xsd http www w3 org 1999 XMLSchema gt lt SOAP ENV Body gt lt getBugList xmlns gt lt mPriority xsi type xsd int gt 1 lt mPriority gt lt mPriorityOp xsi type xsd string gt lt mPriorityOp gt lt mPriorityAndOr xsi type xsd string gt OR lt mPriorityAndOr gt lt mPriority2 xsi type xsd int gt 2 lt mPriority2 gt lt mPriority2Op xsi type xsd string gt lt mPriority2Op gt lt filterCustomFields gt lt filterCustomField gt lt Id xsi type xsd int gt 5 lt Id gt lt Op xsi type xsd string gt gt lt Op gt lt Value xsi type xsd string gt 2005 05 5 lt Value gt lt AndOr xsi type xsd string gt and lt AndOr gt lt Op2 xsi type xsd string gt lt lt Op2 gt lt Value2 xsi type xsd string gt 2005 05 15 lt Value2 gt lt filterCustomField gt lt filterCustom Fields gt lt getBugList gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt ee Output A list of filtered issues are returned The results are a set of bugStruct elements contained in a bugList element Sample output from the Perl call HTTP 1 1 200 OK Content Length 1919 Content Type text xml
7. FIT Admin Manual Version 9 00 Alcea Technologies Inc www FitTrackingSolutions com 2011 Alcea Technologies Inc All rights reserved Information in this document is subject to change without notice Alcea Technologies Inc and the FIT logos are trademarks of Alcea Technologies Inc Windows is a registered trademark of Microsoft Corporation All other trademarks are the property of their respective owners The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of those agreements The contents of this manual and accompanying software are protected by copyright No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the written consent of Alcea Technologies Inc 1 0 Introducing FIT 6 Ll What S NeW iets eieae aes tal es eo E at bess ed Ne a ie ee eee 6 D2 Additional Doctimentatvon disetir enra thet chepivespereshlstes Sy e a A a aS 6 1 3 Accessing Customer Support ecceccceeseescessesseescessessecssesaecnscsseeseceseeecesceseeesecaeeesecaeesaececeaeeeeeaeeaes 6 14About Alcea Technologies Ine csocsi e E a E anid S EESE E 6 DO UTE ST 1 C EEEE EE E T A E AE EE 8 2b Syst m Requirements eea eit eet a A eee ke ee 8 2 2 Downloading BIT cues hunted Mancenclin Rei oie la ei ais dese
8. Please ensure all issues are logged to tracking alceatech com cjustus jmorley jsimpson pworthing snorton cjustus Chris Justus jmorley Jodie Morley jsimpson Jon Simpson pworthing Pete Worthing snorton Sue Norton Advanced Options Ea Figure 50 FIT Specifying System Messages 7 11 Shutdown The Shutdown page gives you the option of completing a safe server shut down To shut down the server 1 On the Admin Menu page under Advanced click the Shutdown link 2 On the Shutdown page click Shutdown 7 12 Track Administration As described fully in the Integrated Systems TRACKS section of the main FIT documentation the TRACK feature allows you to integrate multiple systems into one common interface and administer these independent instances with one common configurable user base The term TRACK is used to define each specialized template that is configured in an integrated system Each system starts out with one TRACK that acts as a tracker for a particular discipline or context such as bug tracking issue management risk management or help desk ticketing The Track Administration menu is located in the Advanced section of the Admin menu This menu is composed of five tabs which are used to maintain tracks Active Tracks The Active Tracks tab allows the administrator to delete the selected Track Active Tracks Add Track Migrate Track Create Template Active Modules Currently Act
9. If the SMTP server field is blank this functionality will be disabled No email is sent if the Case is assigned to the same user that is making the change SMTP Server localhost SMTP Port if not 25 From Address FYI alceatech com Use SSL Bj From Name Username if authentication necessary Password l if authentication necessary Message Id Set Message ID header value to a custom string Any characters will be replaced with random integers User Profile for Plain Email admin Note The settings of the profile selected will be used when sending notifications Addresses to plain email addresses Secure Email Notification J Hide Details Secure Email Notification Hide FIT Links Show FIT Links for Email B Basic Response Email Case Details Disable Security String E Note The security string is added to the subject of notifications for Anonymous Email Retrieval so that reply comments will be added to the proper Cases Disable Basic Response E p Security Stri Note separate security string for the basic response feature Do Not Send List 6 Note Email addresses entered into this list will never receive notifications from FIT Change Settings Apply Changes to All Tracks I Figure 18 FIT SMTP Setting Options To change the SMTP settings 1 On the Admin Menu page click the SMTP Settings link under General Setup 2 On the SMTP Settings page specify the
10. Server Variables The following is a list of undocumented server variables with a brief description of what they are used for They can be added manually to the main server cfg restart needed or they can be added from the Server Properties tab of the Server Configuration menu a Server Configuration Server General MainMenu Notification Task Detail Security Server Properties Edit Base Property Load Property Remove Property Change Settings alternateLogin ContextsTemplateFile issuetracktemplate jar cacheSize 5000 disableVer 1 disableUserTags 1 Figure 69 Setting Server Properties Please note that some variables will not function properly without a restart Also some variables are not global so you must account for the track you are in while editing allowEditingOfHistoricalEntries this option add an option which enables a link for each history entry which allows users to edit the entry see image below This feature is disabled by default because it allows users to alter the history of an issue which is therefore not a complete audit lower Attachments scripts kia cars Rio jpa Note attached Rio jpg SS Eait 2 Date Modified Tue Jul 31 09 12 45 CDT 2012 Modified By George Assigned To George Status Assigned Date Fri Jun 08 11 27 45 CDT 2012 Repair Comments This contract was for the construction of a storage bay in Gati
11. Apr 29 2013 21 23 Barry x Figure 32 Discussion Option for Comments History Only Field This option will hide the field from the details of the view menus Working With Fields Za 6 2 Default Fields FIT is equipped with special purpose default fields which allow you to start using the product immediately following installation The naming position and visibility of these default fields depends on the template that you are using Some of these fields require you to define the values available to them ie drop down fields They may consist of Project Status Priority Comment Description or more These default fields can be configured from the Default Fields page located under Field Layout On the Default Fields page you have the option of disabling Environment Version Area and the Project Management fields if they are not desired This is essentially the same as hiding them in the Field Controls menu You also have options to enable the first last comment fields or description on the bug template This is useful for making the latest comment visible in the details section or higher so that users do not need to sort through the history The following two visuals illustrate the Default Field links on the Default Field page Once you are familiar with default fields you can disable and or enable default fields and make changes to the existing default field values as required Table 6 FIT Defa
12. If another group is not listed in this selection then it s members will not show up in the user lists for members of this group Ultimately this means that members of this group can not assign issues to other individuals unless they belong to a group in this list Add To Selected Tracks This option lets you coordinate changes between multiple tracks so that groups do not have to be modified multiple times Manage Users Tab Group management involves adding and removing users from a group There are three operations which are used for configuration Add Move Remove Add Users To Group This is a list of all users who are not currently a member of this group Selected users are simply added to this group in addition to remaining in any other groups they are already a member of NOTE When you add a user to a group they are not removed from their other groups The initial group for a user is the Master List When you first add a user to a group you will probably want to use the move utility so they are removed from the Master List which has full access Move Users To Group This is a list of all users who are not currently a member of this group Selected users are moved to this group only removing them from any other groups that they are currently a member of Remove Users From Group This is a list of all the users who are currently members of this group All selections will be removed from this group If they are not members of
13. All other users will not see these status types as valid options for status on the modify pages This string controls the entries that are automatically hidden when viewing the Main Menu page The default setting for this field is Closed However sHiddenComparison you can place any list of status types here separated by commas If the status of an issue is listed here and the hide value is set then your list will not contain this issue General Options E Customize Strings rm D A GH 2 Edit Language lang Eng Delete gt A GS A Edit Language french French Delete D A GS A Edit Language german Ger Delete e A Gs Z Edit Language portuguese Por Delete E 3 Edit Language spanish Spanish Delete Edit Language Eng Common Strings Date Strings All Strings Edit sBug Bug Edit sTitle FIT lt SUB sTrackName gt Edit rLogo com other login logo_blk gif Edit rLogoHref http www _fittrackingsolutions com Edit rLogoAlt FIT Homepage Edit rLoginBackground com other login BG page jpq Figure 20 FIT Customizing Strings To customize strings 1 2 On the Admin Menu page click the Customize Strings link under General Setup On the Customize Strings page choose the language that you would like to edit by clicking Edit Language For any language click the Edit link that corresponds to the string you want to customize Customize
14. E E SREE ia 69 7 0 Advanced Options sccsccsscsssersscssessesscssssssssssssssssssssssscnsesseseseesssessessesssessssssessnssscsscesessscesecssoess 71 7 1 Database Administration asrnane n ht eee teak Mikes eared ME een et 72 72 Event Scheduling is us cex ce sestats eee resviwi eke aise ee eae hein iene 72 T21 Event Details ienero nian genie iieii use beep A E E EE E O A ERA 12 T2Z2Noti fication Options ser ereer aina aaas shed cates err aen E EES AENEAS E use tee VSee tysi 73 7 23E vent Example oiiire E E RAA N E E E E E RA 73 72 4 Workflow Options rerio e e E win Ss A hee eee 73 T2 9 Backup Opt ons ciesscccssivssees T oka Shee ag ode ee Seg a ee 74 73 Data IMPO a enne ee eee ence an ea eae eens Aaland ene 74 TAs Data EX POT so EENE TA ETE E EE E E A EEE ETO E EEE ENEE TS Fed SOAP FUMCH OS SEOANE EE EE 76 TO SY Stem Info ear sk a E a A a E E Gk we A E eee eT 77 TE XCepuon LOS cas Sette nihted Seed oe AR a Re ed ie ee 77 oS Ce oe a eee 78 PD Umar chive ooer i en EEI RTENE EEEE E OERO EE aiatas 78 POSEN CSsa 1 DREE OIE E E EE EEE iets 79 Tel SHUtdOWD ieee ea tee eee RV ERE ERER EEAS ETE 80 FAD Track Administration eenn a E R A S E a eee eck 80 8 0 Anonymous Access to FIT esseesssesessesesseeorseeoeseseeeeeseeoeseeeoreeeorsesoeserseeoeseeeorereorerseeeesereoreesoesesereorseeere 83 8 1 Scenarios in Which Anonymous Access is Used csccessssccescesseeseeseeeeeeseeeeceseeseecaeesaecaeensenseeneens 84 8 2 Enabling Anonymous En
15. Export Options v Status v Subject v Assigned To v Date Last Modified Date Entered Project Requested Due Date Estimated Hours Parent Last Modified By First Description H H H v Include Headings Add separators between description entries Export H H H H H Note The XML charset can be set using the SMTP charsei Last Description Description Figure 46 FIT Exporting Data 7 5 SOAP Functions This SOAP Functions menu allows you to enable SOAP functionality This allows communication to the system from external applications SOAP enables the system for a command line interface CVS integration and other external applications The following document is aimed at developers It explains the WSDL SOAP interface to FIT Using the calls defined in this document a developer can quickly query create and update issues within the FIT system http www fittrackingsolutions com support admin soapAPI html The following document provides details of the integration of CVS with the FIT system This allows you to update your issues with links to all code changes http www fittrackingsolutions com support admin tools html Advanced Options 6 7 6 System Info The System Info menu is very useful for obtaining system and server information This includes the JVM that is running and the operating system OS that is being used To obtain system a
16. Fields Assigned To Code Priority 6 Example o Highlight whole row on Main Menu Delete all Colour Codes for this Field Input Colour Codes for Assigned To lack oue SST Sl oreen I meron For other colors you should use hex codes e g FF9900is ss HTML Colors Delete Edit CSS id CCSTYLE3_0 Value dev bertha pworthing cjustus Background Colour mi 4 Customer Highlight whole row on Main Menu Developers Management Master List m gt 4 Highlight Fields Bug Id Subject Date Last Modified Code Priority ni gt Edit CSS Add Colour Code 50 Figure 42 Color Coding Attributes When values in the main menu table match the rules set up here the corresponding table cells are rendered with the desired color Once a rule is added it appears in the Existing Color Codes list From here color codes can be reordered edited or deleted The field will now appear in the Fields with existing color codes drop down for quicker access Color Coding Field Issue Id Fields with existing Color Codes Assigned To Choose a Field to edit color code settings Figure 43 Color Coding Selection Te Closed Bugs Displayed 1 12 of 12 Bug Id Subject Edit ROBOT 003 we need to fix these circles Edit ROBOT 002 KCSE Edit ROBOT001 leg actuator not responding cir
17. Link to disable this feature Default Track Set the default track when a user logs in for systems with multiple tracks This option will add a Change Language option to the list of Session Options next to the Welcome label offering the option to change the default Enable Language Links language for the user The language options are also added to the login screen Note users will need to logout after any changes to this option Main Menu Options Enable Jump Back Forward 10 Links Add links to jump backwards forwards 10 issues in addition to the jump ahead back links that are there by default General Options Server Options Lets you Diable View All Issues Remove the feature that allows you to list all issues on one page which can impact other users Set View All Issues Grouping Size This option helps minimize the impact of the View All Issues option Smaller grouping sizes will have a smaller impact on the system Disable Normal Edit Profile Remove the Edit Profile link so that users cannot modify their user information and passwords Enable Read Only Edit Profile Allow Read Only users to modify their user information and passwords Disable Main Menu Live Update Do not show updated details on Main Menu using Ajax Disable WhoWhat Live Update Do not list viewing editing icons on Main Menu indicating other users working on issues Only Show Edit Links
18. OGNL computation using the internal fields of the BugStruct Java class whose fields are listed on the Rank menu within FIT The rank field is displayed just like any other field It can be added as a column in the main menu and made visible to any of the issue detail screens The formula must return a numerical rank which is commonly used for escalation purposes You can also set the rank to specific values that can be searched for by filters This is very useful for triggering events such as overdue items When using dates in the formulas you must remember that dates are calculated down to the millisecond When you enter a due date you typically only enter the year month day The system however stores it down to the millisecond defaulting to 0 s if it has nothing else Therefore you can not simply compare dates to the current Date method as the millisecond at any instance is not going to be 0 s Formula Examples Default Formula if empty is 100 mPriority 10 getElapsedTime Set rank based on priority mPriority Formula for setting rank to 1 for any issues that have passed their due date mRequestedDueDate null mRequestedDueDate new java util Date 1 0 0 Formula for setting rank to 1 for any issues that are Open and any issues that were closed in the last X milliseconds ie last week X 1000ms 60sec 60min 24hours 7days mCurrentStatus Open 1 mCurrentStatus Closed amp amp mDateLastModifie
19. Ready For Retest and Rejected cells are colored and are given a two pixel wide border Also Closed cells are colored silver http www fittrackingsolutions com support admin images cc ex3 gif In the Priority column the severity of the issue corresponds to a change in hue from red to yellow http www fittrackingsolutions com support admin images cc ex4 gif For the Assigned To column two color codes rules have been set up If an issue is assigned to a user in the same group as the current user it is colored teal with aqua text and border If the issue is assigned to the current user another rule gives the cell the same coloring except with bold yellow text Note that the CURRENT_USER rule is placed above the CURRENT_GROUP rule to give it priority http www fittrackingsolutions com support admin images cc ex5 gif In the Date Modified column issues that have been modified on the current date Sept 14th are given a green background color http www fittrackingsolutions com support admin images cc ex6 gif Lastly in the Requested Due Date column issues that are due today or yesterday are colored with a red background white bold text and an orange border As well they are set to take up the whole row of the main menu http www fittrackingsolutions com support admin images cc ex7 gif Other Color Coding functionality When creating a color code there is a Priority option Entering 0 gives th
20. SMTP server Message Id Allows the message Id to be specified in notifications User Profile for Plain Email Addresses You can select a user profile to be used as a template for all notifications to email addresses This way you can configure field controls for data going to general emails as you would do with general users Secure Email Notification Hide Details This option strips email notifications of the issue details Just a title with the unique issue Id is sent Secure Email Notification Hide Links This option strips email notifications of the quick links to the system from the top of the notification Show FIT Links for Email Basic Response Email Case Details This option will add links to the issues at the top of the notifications for the Email Basic Response and Email Case Details features Disable Security String This will remove the security string located in the subject of notification emails from the anonymous retrieval utility Note that this is necessary if you wish to allow users to reply to emails and automatically update tickets inside FIT Disable Basic Security String There is a separate security string for the basic response feature Do Not Send List List of emails which will never be sent a notification from FIT General Options E SMTP Settings Test Email Notification Entering an SMTP server will enable email functionality for FIT CaseTrack
21. Sort Order Alphabetically Load Order Update Sort Order Preview 1 Emergency v Figure 35 FIT Adding or Deleting a Priority Level Working With Fields E Adding and Deleting Projects The Project Admin menu accessed from the Default Field section of the Admin Menu is composed of a current project list on the right of the screen and a Project Details control tab on the left of your screen for setting specific project properties Project Administration Related Menus User Group Project Details Discussion Delete Marketing Website Delete Bug Delete Feature Delete e Other Delete D tao Edit Protect Improvement Delete sez Unique Test Project Delete i Bookmark Delete aL ti CZ Edit Protect FTS Delete pia Unique Project Desete Project Name Add to Projects Visible for Groups Customer Developers Management Master List Adeanced Projects details are optional Prefix tags all ids with a prefix string This can be useful to Sort O distinguish between issues in separate Projects on Oneer Unique Ids allow you to create Projects with their own set of Alphabetically ids rather than having unique ids span all Projects Load Order Index allows you to start the unique ids at a specified Update Sort Order jue Prefix Preview Discussion Suffix Use Unique ids Set Next Id Waming resetting this
22. Text Main Menu New Issue Bulk Update Admin Menu Edit Profile Sub Menu Text Filters Reports Charts Logout Help Filters Search Goto Issue E Notify List Customize the list of addresses which can be quickly added to the Notify List System Users Add users to top of list he Notify List PACES ERCRC Rodis Add users to bottom of list Users not shown in list Change Settings Figure 19 FIT Notify List Page To change the notify list 1 On the Admin Menu page click the Notify List link under General Setup 2 On the Notify List page select one of the following from the System Users drop down box e Add users to top of list e Add users to bottom of list e Users not shown in list 3 Type the user names in the Notify List box 4 Click Change Settings General Options E 5 7 Customizing Strings You can customize all of the strings within FIT This is useful for tailoring the product to meet a variety of change management needs You can enter HTML values into the strings and you can change the meaning of a particular field if you want to use it for another purpose For example if a default string is not relevant to you you can change the string to something else When you change the string all references to this field are automatically changed to correspond to the string s value Languages FIT has recently incorporated the ability to manage languages You can now store every string
23. appropriate SMTP settings 3 Click Change Settings 5 5 Testing the Notification The notification rules state that a notification is sent to the Assigned To user in the following conditions 1 The email address for the Assigned To user does not match the email address for the user who is making the modification Last Modified By to stop unnecessary flooding of emails 2 When an email address exists in the profile for the Assigned To user Therefore you must be careful when testing the notification procedure if you are making simple tests to yourself Pay attention to the Notified Skipped comment at the top of the results page after a change is made The SMTP Settings menu also provides a Test Notification link on the top right of the page This can be used to quickly test the current settings Please make sure to check the Admin gt Exception Log regularly to look for any notification errors This menu shows any exceptions which have occurred since the last restart of the product General Options 3s 5 6 Changing the Notify List The Notify List page lets you configure the selection list that can be used by users to quickly add entries to the notification list for an issue Commas semi colons or new lines can be used to separate the values within this list The following figure shows the Notify List page The following procedure outlines how to change the Notify List 4 4 Alcea FAST ISSUETRACK Menu
24. attribute is set to Create at most X new items s based on another rule the system will create issues for all issues that match the state definition of the rule that is selected The at most option stops this feature from overrunning your system if it is defined incorrectly Backup Options Make Backup Automatic backups can be accomplished with this task The Data files option will save all FIT configuration files This does not include any program files which are specific to the platform the system is running on the JVM or the fit jar file This is useful for moving a system to another platform The All files option is used as a complete backup that can be run with no installation NOTE Not available on hosted systems as daily backups are already kept and our team needs to control the disk space available to hosted systems 7 3 Data Import The Data Import page lets you import a set of issues from a CSV file This page also lets you remove all issues from the system When importing data the first row of the CSV file must define the fields which are used in each column Also the fields that you import in the CSV file must match the fields that are defined in the system If not an error message displays indicating the field name is not accepted An import check screen displays prior to the import summarizing the information being imported The Data Import page also lets you remove all issues from the system The ma
25. automatically Use Header for Auto Population Auto Populate Field ff Change Settings Figure 52 FIT Enabling Anonymous Entry Creating an Issue Entry Page You can create an issue entry page by downloading a sample template from FIT To create an issue entry page 1 2 On the Admin Menu page under Anonymous Access click the Anonymous Entry link On the Enable Anonymous Issue Entry page do one of the following e Right click the Sample Anonymous Issue Entry Page link and select Save Target As Then navigate to a location on your computer to save the template source code locally or e Click the Sample Anonymous Issue Entry Page link Choose Source from the View menu of your internet browser so that you can see the actual html that makes up the page Use this as your base Use the source code as the general guidelines for creating your own issue entry Web page Customize the Web page including drop down boxes and field data Include detailed instructions to your users that will allow them to log the information you require regarding logged issues Place the customized template on your Web site in a location where users can locate and use it Link the customized template to FIT NOTE Ensure a post submission Web page is also available so that FIT can then direct users to it Test Anonymous Access to FIT Oos the submission page to ensure it is behaving as you expect and that the data collected is compl
26. by anonymous users in which the ID of the person who entered the issue is an email address All Issues No restriction on the person who entered the issue will be applied to the set of issues returned You may select to disable any color coding You may choose to set a password and setup a corresponding input field named mPassword on your query form Select the project that you wish to limit the return set to You might create a public or knowledge base project and select this project as the only project that external users can view Select check boxes under the following tabs e Result Fields Limits the fields presented to an anonymous user when a list of issues is returned e Detail Fields Limits the fields available for public viewing by anonymous viewers once an issue is entered in the system Click Change Settings Anonymous Query Related Menus Anonymous Entry Settings Result Fields Detail Fields Enable Anonymous Bug Query By Email Address Only All Anonymous Bugs All Bugs Disable Colour Coding Restrict by password Also restrict to the Projects Discussion a Marketing Website Bug Feature Other z Sam Anonymous ery Template Figure 53 FIT Enabling Anonymous Query Anonymous Access to FIT Creating an Issue Query Page You can create an issue query page by downloading a sample template from FIT To create an issue query page 1 2 On the A
27. can be hidden if desired The contents of this field can be accessed in issue details and ultimately in filters and or reports The following classes are useful for advanced user defined fields FormulaDateCustomUserField end result is a date value FormulaCustomUserField end result is a numeric value Te FormulaIntCustomUserField end result is an integer value FormulaStringCustomUserField end result is a text value These Formula types allow you to use the OGNL functionality as a formula for a readonly calculated field type which you can use for reports filters or other calculations As an example one customer recently inquired about how to include the date that an issue was closed Unfortunately the Closed Date is not an existing default field in the system However the data does exist for the calculation of the ElapsedTime time until closed field The new FormulaDateCustomUserField allows us to define a new field called CLOSED DATE which will simply take the value of the mClosedDate field which is in the system The formula in this case is very simple but it shows how useful the field can be The following images show the configuration option Figure 63 Creating a FormulaDateCustomUserField for Date Closed w Custom wa Custom Class com other ormulalateCu Custom Class Formula ImClosed Date and the resulting details for a given issue would look something like the following Figure 64 ReadOnly CustomUs
28. charset utf 8 Client Date Tue 21 Oct 2003 02 38 11 GMT Client Peer 127 0 0 1 10000 Client Response Num 1 lt xml version 1 0 gt lt SOAP ENV Envelope xmlns xsi http www w3 org 1999 XMLSchema instance xmlns SOAP ENC http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsd http www w3 org 1999 XMLSchema SOAP ENV encodingStyle http schemas xmlsoap org soap encoding gt lt SOAP ENV Body gt lt getBugListResponse gt lt bugList gt lt bugStruct gt lt mId gt 13 lt mlId gt lt mSubject gt test lt mSubject gt lt mCurrentAssignedTo gt birdman lt mCurrentAssignedTo gt lt mDateLastModified gt Fri May 13 16 10 00 EDT 2005 lt mDateLastModified gt lt mCurrentStatus gt Open lt mCurrentStatus gt lt mPriority gt 1 lt mPriority gt lt mDateEntered gt Fri May 13 16 10 00 EDT 2005 lt mDateEntered gt lt mEnteredBy gt jsimpson lt mEnteredBy gt lt mProject gt SYSTEM lt mProject gt lt mArea gt lt mArea gt lt mVersion gt lt mVersion gt lt mEnvironment gt lt mEnvironment gt lt mRequestedDueDate gt lt mRequestedDueDate gt lt mActualCompletionDate gt lt mActualCompletionDate gt lt mEstimatedHours gt 0 0 lt mEstimatedHours gt lt mActualHours gt 0 0 lt mActualHours gt lt mPercentComplete gt 0 0 lt mPercentComplete gt lt mParent gt 0 lt mParent gt lt mLastModifiedBy gt jsimpson lt mLastModifiedBy gt lt mElapsedTime gt 0 lt mE
29. custom strings to add additional functionality in the form of HTML and Javascript Example 1 add a financial chart of their company to the header of the tool by configuring the sHead string to something like Kete rou pip chart finance yahoo com t s GOOG amp lang en US amp region US amp width 300 amp height 180 alt Google Inc sities Soul give you a simple header like this Main Menu Dashboard New Bu ua fi maaan i Aamin teny Edit Profile Filters Reports Charts Logout H FIT Filters CO Go To Bug COC Moo a Search fa Switch Tracie Figure 66 Adding a Stock Ticker ee When creating a custom area within the issue details the best method is to use the Field Order menu to create a new section Then create a blank field in this section to configure your desired output You can then configure HTML for a blank field and configure the field accordingly Example 2 add a map section to display the location of an address for an issue Google maps has an API which allows you to access mapping functionality If we create a blank field in the field order menu we can then use the Edit HTML option to add content to the area where that blank field is located For example if we add the following lt script type text javascript src https maps googleapis com maps api js key AIzaSyC_pHnmCHIVwBIGVJqcrbkaevOLs_DcRPI amp sensor false gt lt script gt lt script gt function initialize var address f
30. for email notifications T User Type Normal Alphabetically Administrator Load Order Read only Update Sort Order Add User To Customer Selected Groups Developers Management Profile to Copy v Add User Figure 8 FIT User Administration Page User Administration Tabs Create User Tab allows you to create a new user The options listed here are listed in the section below File Import Tab allows you to save time by importing multiple users from a CSV file Track Import Tab allows you to grant access to the active track for users in other tracks on your system General Options po In addition you can edit each user s profile by clicking the Edit Profile link beside the corresponding user in the User list For more detailed information about editing a user s profile see the FIT User Manual available at http www fittrackingsolutions com support documentation html General Options User List Controls gt A GS Z Edit Profile dev Delete Edit Profile bertha Delete 2 Edit Profile pworthing Delete Edit Profile cjustus Delete 2 Edit Profile rlacasse Delete Figure 9 FIT User List Controls The User List menu provides links to edit or delete any existing users In addition there is a control at the bottom of this list which allows you to order these users load order or list them in alphabetical order
31. from the Show Groups area Copy Settings Tab Configuring fields for multiple groups can be a relatively long process on larger systems Therefore the copy settings feature allows you to copy field control settings from one group to another Simply choose the group that you want to copy settings from and then the groups that you wish to copy the settings to All settings for the second group list will be overwritten 6 4 Field Order The Field Order page is used to rearrange the field layout on the New Edit View Issue screens A list of fields is displayed on the left side of the screen and the various functions as well as a legend are displayed on the right The legend differentiates between default fields custom fields sections blank fields and a special marker the custom field target slot e Moving the various fields up and down the list will change the order they are displayed on the New Edit View Issue screens New sections can be created with the Add Section button Sections can also be deleted from the list If any of the four default sections Info Details Attachments or Project Management are deleted they can be recreated by pressing the Restore Default Sections button Blank fields can be added with the Add Blank Field button These are used for spacing The Hide Show Hidden Fields button will hide or show hidden fields in the list of fields on the left side of the page The Reset Field Order button w
32. in a specified order If you use the load order setting you can drag items or use the movement icons which are present if you are using that setting The group list has a link for editing and deleting a group There are also quick links not shown at the top of the page to User and Project administration menus which are closely related features When a group is edited it s attributes are listed on the left hand side of the page A group definition is defined by the attributes defined on the three tabs on this page General Options Group Details Tab The most basic concepts of a group involve the visibility of issues and the visibility of other users in the system FIT defines two basic group properties Group Name Name given to the group definition you are configuring Projects Visible Defines the projects for which issues are visible to members of a group All issues have a project field possibly renamed which is used to group issues of a common criteria This project field is the most basic form of security for groups Any issues which belong to a visible project are visible to members of this group NOTE All projects are visible by default unless one or more is selected in this set NOTE The Group Security Filter under advanced settings tab can override projects visible If this is set project visibility is set by the filter being used Groups Visible defines the users who can be seen by members of this group
33. in this reference section assume the stock FIT installation You can view the WSDL file by going to http localhost 10000 FIT wsdl This assumes you are using the same computer that FIT is running on and that you are replacing localhost with the name of the computer running FIT General Conventions Field names within FIT are prefixed with m and camelcase is used for field naming conventions capitalize the beginning of each word Example the Id field is mId the Date Last Modified field is mDateLastModified All of the examples provided are using Perl and SOAP Lite a Perl module We are using this for our examples because Perl and SOAP Lite are available for almost all operating systems and they are free While we are using Perl most modern programming languages have Web service modules libraries that should work fine with FIT Customers with any questions about compatibility or wishing a list of sample platforms can email fit alceatech com for additional information getlid Description This call returns the full issue detail for a single specific issue It is the equivalent of viewing issue details through the Web interface Te Sample Perl Code The following Perl code retrieves the details of issues from the system We turn full debug on to display both the raw data that we send to FBT and display the raw data received in response usr bin perl use SOAP Lite print SOAP Lite gt service htt
34. is set to the ID of the issue that will be updated Fields that are not set in the SOAP call will remain unchanged eee SOAP Example using Python usr bin python Imports from suds import WebFault from suds client import Client from suds xsd doctor import ImportDoctor Import Logging Options import logging logging basicConfig level logging INFO logging getLogger suds client setLevel logging DEBUG logging getLogger suds wsdl setLevel logging DEBUG Setup variables wsdl_url http localhost 10000 FIT wsdl imp Import http schemas xmlsoap org soap encoding dr ImportDoctor imp fituser admin fitpass in mContextId 0 URL Detail client Client wsdl_url cache None doctor dr print client Get Specific Ticket mlId IS10791 print client service getId mld fituser fitpass mContextld Build CustomFieldFilter filterOne Id 13 Value Build filterCustomFields filterOne Build BugListFilter filterStructIn mAssignedTo access filterCustom Field filterOne mContextId mContextId filterStructIn mAssignedTo access filterCustomFields filterCustomFields mContextId mContextId print client service getBugList filterStructIn fituser fitpass Appendix C Metrics OGNL FIT has always offered a Rank field which allows the administrator to configure Rank a rank formula to compute a calculated value
35. is the amount of memory used to cache a single issue in the system Cacheing uses memory but increases system performance by making commonly used field data immediately accessible Security Enable security bypass when assigning Issues Permit assignments to users who can not see a given project allowing users to see any issues assigned to them regardless of project Enable security bypass when Entering Issues Permit the creation of new issues to users who can not see a given project allowing users to create issues for other users regardless of project Enable Security Bypass when user is in Notify List Allow users to see an issue if they are in the Notify List regardless of the project that issue belongs to General Options Lee Server Options Lets you Strict Password Options Disable Password Cookies Remove the option from the Login page for remembering passwords Enforce 8 Characters Enforce 1 Upper Case Enforce 1 Lower Case Enforce 1 Number Enforce 1 Non alphanumeric Enable Case Insensitive Login Logins do not differentiate between upper and lower case for logins Enable Session Cookies Use cookies to store the session information rather than embedding it in the URLs for the system This will allow users to cut and paste URLs from within the system without the danger of passing the session information Session information can otherwise be used to login as ano
36. item simply spawns one new item when the rule is hit Very useful from the Events feature NOTE The new Disable option allows you to only allow a rule to be used when run from an event or another rule NOTE You can use also workflow rules from the Event Scheduling feature Controls Flow Control Flow Control limits the list options for the given state The example given says that for a bug in the Ready to Release state the only selectable options that will show up will be the ones listed Closed Deferred Ready For Release Ready For Retest Rejected You should include the one in the state definition because it is the one that needs to be defaulted to If it is not present the first one in the list will be selected by default and may not be noticed Alternatively you could make it an always mandatory field so that something is always chosen Table 7 Workflow Attributes The workflow field controls are used to control field attributes for the current state This option expands the Field Control menu in the Admin Menu which is limited to group sets The Mandatory setting forces users to enter data in a specific field This option adds an exclamation image in front of a mandatory field so that it is obvious to the user If the user does not edit the field they are presented with an error message and must hit the back button There are two classifications of the mandatory setting The Yes
37. new issue into the system lt mDescription gt lt mAssignedTo xsi type xsd string gt admin lt mAssignedTo gt lt customFields gt lt customField gt lt Id xsi type xsd int gt 3 lt Id gt lt Value xsi type xsd string gt SOAP UPDATE lt Value gt lt customField gt lt customField gt lt Id xsi type xsd int gt 4 lt Id gt lt Value xsi type xsd string gt SOAP UPDATE lt Value gt lt customField gt lt customFields gt lt newBug gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt Output The new issue s ID is returned in a message element Sample output from the Perl call HTTP 1 1 200 OK Content Length 1919 Content Type text xml charset utf 8 Client Date Tue 21 Oct 2003 02 38 11 GMT Client Peer 127 0 0 1 10000 Client Response Num 1 lt xml version 1 0 gt lt SOAP ENV Envelope xmlns xsi http www w3 org 1999 XMLSchema instance xmlns SOAP ENC http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsd http www w3 org 1999 XMLSchema SOAP ENV encodingStyle http schemas xmlsoap org soap encoding gt lt SOAP ENV Body gt lt newBugResponse gt lt message gt Issue 13 has been created lt message gt lt newBugResponse gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt Issue 13 has been created updateBug Description This function works the same as the newBug call In addition to other fields the mld field
38. note of the method in which custom fields are entered The custom field ID numbers can be found on the Admin Menu gt Field Layout gt Custom Field page usr bin perl use SOAP Lite trace gt debug elem SOAP Data gt name filterStructIn gt SOAP Data gt value SOAP Data gt name mPriority gt 1 SOAP Data gt name mPriorityOp gt SOAP Data gt name mPriorityAndOr gt OR SOAP Data gt name mPriority2 gt 2 SOAP Data gt name mPriority2Op gt SOAP Data gt name filterCustomField gt SOAP Data gt value SOAP Data gt name Id gt 5 SOAP Data gt name Op gt gt SOAP Data gt name Value gt 2005 05 5 SOAP Data gt name AndOr gt and SOAP Data gt name Op2 gt lt SOAP Data gt name Value2 gt 2005 05 15 J elem gt type tns FilterStructIn my soap SOAP Lite gt uri http localhost 10000 gt proxy http localhost 10000 FIT wsdl response soap gt call getBugList gt elem for my bug response gt valueof getBugListResponse bugStructList bugStruct print nReturned Issue bug gt mId print bug gt mSubject Input We can see that the following SOAP message is sent to FIT POST http localhost 10000 Accept text xml Accept multipart Content Length 766 Content Type text xml charset utf 8 SOAPAction http localhost 10000 newBug
39. profile to which you want to edit General Options ae Update Groups normal test group test group 2 Update Groups Update User Type Normal gt Admunestrator Read only Update User Type Copy User Profile Select users to copy this profile to dev a bertha pworthing cyustus nacasse td Copy Group Setting Copy User Profie Change TestSpec User Type Normal Administrator Tester Read only No Access Change TestSpec User Type Figure 10 Additional Admin Profile Settings The Update Groups option under User Info tab allows you to change the groups that a user belongs to without having to go to the Groups admin menu and importing to a group The Update User Type option lets you change the access type for a user The Copy User Profile option lets you copy the profile settings of this user to a set of other users This is useful if you want to set up a default user and use their settings for all future users by copying it s profile to all new users The TestSpec User Type option is specific to systems with the TestSpec module installed This option simply changes the Testspec user type General Options po 5 2 Group Settings This section outlines how to add groups and also provides general information for working with complex groups Groups You can use groups to separate users that work on different tasks or projects When users are grouped you can restrict the informa
40. since it will not accept new lines Label Width Default behaviour calls for the label to take 25 of the width of the line In many cases the label of a field may be quite long and tends to wrap The Label width option allows you to modify the label width of a field using the full row option to use 1 4 2 4 or 3 4 of the line Wrap Label When the screen width changes it is up to the browser to try and fit fields withing the space provided FIT tries not to wrap the label text where possible because the display is affected when fields span multiple lines However in many cases a long field name requires wrapping so this option is provided Add Blank This option adds a blank option to the top of a list field Show Label above Input This option moves the label above the field name spreading out the layout for readability and giving more room for the label text If this is used best results are achieved when it is done to all the fields in a section The following Checklist Example shows all the fields using this option A ADMINISTRATIVE INFORMATION The requested level of reliability security check s Reliability Status Level I CONFIDENTIAL C Level II SECRET C Level III TOP SECRET C Other Other PARTICULARS OF APPOINTMENT ASSIGNMENT CONTRACT C Indeterminate Term Contract Industry Other Position Competition Contract Number Title o Figure 26 Checklist Example Showin
41. the feature in three phases specifying a return message setting up mail rules and configuring your mailbox The figure below shows the anonymous email functions on the Admin Menu page AA Alcea ALCEA TECHNOLOGIES INC Main Menu New Issue Bulk Update Admin Menu Edit Profile Filters Reports Charts Logout Help Filters Search Goto Issue Fj co co Administration Options General Fields Is ser Custom Field Grou Default Field Server Configuration Field Hierarchy SMTP Settings Field Control Notify List Customize Strings Advanced Anonymous Access Data Import Anonymous Entry Data Export Anonymous Que SOAP functions System Info Exception Log Backups System Message Shutdown Anonymous Email Retrieval Mail Server Administration Mail Rules Return Messages Notes e Project Status Priority are located in the Default Field section e Continuous upgrades and online documentation are always available in our support area at http www alceatech com issuetracking Figure 54 FIT Using Anonymous Email Retrieval 9 1 How Anonymous Email Retrieval Works In order for anonymous email retrieval to work a set of mail rules must be set up so that FIT can interpret the email for example the specific subject and determine how to enter the information as an issue in the system The mail rule can be configured to notify the originator when his o
42. the suppress notification checkbox to Checked Disable Suppress Bulk Notifications By Default This will disable automatic checking of the Suppress Notification check box on the Bulk Update screen Enable Custom Notification Template Allows you to customize email notifications This will replace the default email notification template with the contents of the sCustomNotificationTemplate configurable string Issue Detail Allow Editing of New Issue Status Allow users to edit the initial status of a bug from the New Issue menu Show Reject Count Show number of times issue has been changed to Rejected status General Options 30 Server Options Lets you Restrict Status Restrict status applies only to users with administrator privileges and the user who opened a given issue This means that no other users can move the issue to any of these status states The states are controlled with the sRestrictStatus Value string This string consists of a comma delimited list of states that are to be restricted more complex rules can be setup using workflow Add Creator To Notify List Automatically add the creator of every issue to the Notify List for that issue These users are then sent email notification of all changes to a given issue unless they make the changes themselves Disable Duplicate Submit Catch Disable feature that stops a second identical issue from b
43. things There are always a number of ways to enforce a given rule You must determine the best method in your case As a rule the after the fact states are the simplest to implement Restriction Requirements as they simply give an error message when a rule is not allowed The pre state attributes Field Controls Flow Controls allow you to do more complex rules especially for enforcing flow but they will take more rules to implement what you want For example restricting the Closed state can be done in the following ways A definition Status Closed and PostRequirement LoggedIn AllowedUser B definition Status Closed and Restriction Access AllowedUser C create two rules for all other states One for the AllowedUser which included the Closed option in Status flow The other for all other users that do not have access without the Closed state in the Status flow Options A B can be done with one simple rule Option C will allow users to see their true options beforehand rather than simply giving the error message after the fact Workflow Examples Example 1 Email the Management group immediately if there are any new Emergency issues for the Customer Support group The following rule reads for all new entries which are of high priority value 1 and that are assigned to the Customer Support group we have a following action where manger is sent an email notification Definition New Entries Priority 1
44. track This migrates the existing TRACK it does not create a new one Create Template This tab is used for creating a template in case you want to copy your current Track and use it as the base for a new one This will also allow you to copy a TRACK setup to another machine Advanced Options po Active Modules The Active Modules tab indicates additional modules that are currently active on the system This is actually not TRACK related asemaa aimas Ate oes Below is a list of currently available modules Active modules are indicated by a checkmark The Enterprise module allows you to store your data in v enterprise have to restart FIT after enabling this module far the ch Find More Modules The Track Administration menu allows you to add or activate additional templates to your system The objects of each of the templates TRACKs are navigated separately in their own menus If there is more than one TRACK configured there is a Switch Track control located in the main menu just left of the Filter drop down Users will have to re login to see any TRACK changes Advanced Options 8 0 Anonymous Access to FIT You can give users anonymous access to FIT using the anonymous entry and anonymous query functions Providing this type of access allows users to use the system without logging in making these users anonymous to the FIT system To use this feature you must first enable this functionality whi
45. updater may forget to change the username and the notification may never be sent Field data can also be restricted by group using any of the following options Read Write Default for all editable fields This option allows a field to be read and modified on any update e Read Only Restricts a group to reading privileges only RO After Created AC Write access is only given on the New Issue form Hidden Hides a field from a group on all screens The following figure displays field controls for three groups Master List normal and Developers The Assigned To and Project fields have been set to Mandatory and Mandatory always for the Master List group Figure 41 FIT Field Control Page Field Control Copy Settings Master List normal Developers Elapsed RO RO RO Time Last Modified By RO RO RO Date Last Modified RO RO RO Subject 0 0 Assigned To a 0 0 Project y 0 0 To apply field controls 1 On the Admin Menu page under Field Layout click the Field Control link 2 On the Field Control page make sure that the group columns are visible for the groups you want to modify 3 Set the the attributes for the relevant fields 4 Click Save This page gets unmanageable for systems with large numbers of groups so groups are hidden by default if there are more than 10 In this case you must select the groups that you want to change manually
46. user to see any issues to which he or another member of his group has entered even if the user s group does not permit access NOTE The project of an issue can NOT change to from a project set up with unique ids since the id may already be used by another project This might be important when you are determining how to set up groups for projects If you avoid the unique ids this is not a problem Menu Controls Cannot create New Issues This option removes access to the New Issue menu for all members of this group so that they are not allowed to create new issues Can access Bulk Update The Bulk Update feature is only accessible to administrators of the system unless they are in a group with this option enabled Disable Dashboard The dashboard menu item is not visible for users in this group Field Control Copy Field Control Settings From Group Allows the administrator to copy field control settings from another group which has already been defined If left blank the Field Control Settings will remain unchanged Group Examples The simplest case is to have all users in the Master List default group where every user can see every other user and all issues in the system However you can make things as complicated as you like and we have put together a few common examples to illustrate how groups can be set up for a few other scenarios Example 1 Project Based Security The easiest way to secure a syste
47. with relationships to three other tracks inquiries individuals and Organizations Edit 1 Q Mis managed funds admin Aug 30 2013 11 25 Edit 4 Not sure if LSC is following protocol on admin Aug 30 2013 11 15 Select New Subject Unfair Practice Assigned To Date Last Mo gduser Nov 25 2013 FETETELE Sep 05 2013 Sep 05 2013 boss made me wear a dr admin Investigation of false admin Selecting from 100 most recent issues Documents Allegations Contacts Fretname tast name location pestalcode tome number Audrey Flynn Rencontre East Newfoundland K2N 9M6 613 771 5951 Select New Organization mame L secor Phone mumber Street adaress ZICOM GROUP LIMITED Public 613 571 1893 907 Colonial Butterfly Select New Figure 74 Case Relationships Te Track Associations can be created using the parent and child field custom field types in the advanced custom field section These associations are 1 N relationships allowing you to link a parent issue from one track to N child issues in another track and have them displayed with field data in the associated track The above example shows two Inquiries with ids 1 and 4 which are related to the current Case In addition there is a relationship to one individual Audrey Flynn and 1 Organization Zicom Defining Track Associations The parent field type allows you to
48. Assigned To Customer Support Action Notify manager1 Example 2 Hide the Management Section from the General Employee group The following rule reads for all new existing cloned issues where the logged in user is in the Gerneral Employee group we will hide the Management section which includes all fields inside it Definition New Entries Normal Changes to Existing Issues Cloned Issues LoggedIn General Employee Field Control Management H Example 3 Automatically reassign a Closed issue back to the person who opened it The following rule reads for all existing issues which are in the Closed state and were just changed to the Closed state we have an action to automatically change the AssignedTo field back to the user which initially entered the issue which will also notify them of the change Definition Normal Changes to Existing Issues Status Closed Field Changed Status Action AutoChange AssignedTo lt SUB bs mEnteredBy gt Te Example 4 Flow Control The following example shows you how you can implement the default flow states that are listed in our product overview see Appendix A eee ae jo mA Oo m Figure 42 Basic Workflow Process Driven by Status Field The following rules were created to achieve the desired workflow process in the previous image New state should always move to Open if config option is not already set 2 Edit Rule
49. Attributes None History Field always appears in default flow History Trail no effect to other history formats C Comment Field blanks every entry must be historical I show Discussion History Only Field current value not shown in details must be historical Figure 24 FIT Specifying Custom Fields Working With Fields Field Attributes The field attributes help with the display of custom fields which otherwise display in a common two column format within defined sections as seen below in the Info section Additional field attributes may also be used to deviate from this layout in addition to field order configuration Info Officer ID 3 Elapsed Time 145 Days Date Entered Jun 11 2013 22 05 Entered By admin Date Last Modified aun 18 2013 09 39 Last Modified By lawyer J Last Name Worthing First Name Peter Status open gt Comment OE pz y a rote A Y x l EEEE SE FLENG KA OrmRAT Figure 25 Basic Field Layout Use Full Row The blank space next to the Status field occurs when a blank field is added in Field Order or simply when a full row field is displayed after an odd number of regular fields In the example above the Comment field is an RTF textarea which is always a full row However any regular field can span a full line with this option in the same manner It would not span multiple rows
50. Backup Data Files Note Backup Data Files backs up all files except for those that were created during installation Figure 48 FIT Creating a Backup Directory 7 9 Unarchive Archived issues are stored in an archive state in case the information is again needed at some time in the future The unarchive menu allows you to look for issues in this state and reload them into the system NOTE The Archive feature is available in the Bulk Update menu located under the Actions tab Archiving an issue takes it out of memory by moving the bX bug file stored in the database to bX old where it is kept in case it is ever needed again Advanced Options za 7 10 System Message Use the System Message page to send out a global system message to all FIT users To specify system messages 1 On the Admin Menu page under Advanced click the System Message link 2 On the System Message page type text in the message box top 3 Click the users to which you want to send the message in the user list bottom right box If you want to select multiple users press the CTRL key while clicking each user If you want to select all users press the SHIFT key and click the first and last user in the list Click Submit Figure 49 System Message Create a message in the text area below and then send it to a list of individuals To select everyone simply click on the first one and then click on the last while holding SHIFT key
51. FIT is running SMTP Settings Add an SMTP server or change its configuration The SMTP server is used for email notification Configure the notification drop down list which lets you add or remove users who Notify List are notified by email when new issues enter the system or when issue updates occur Customize Strings Change global text strings that appear on FIT pages General Options 6 General Option Link Corresponding Command File Upload allows you to copy a file to the public FIT directory where it can be accessed directly _ ee ee ee ee ee ee Track Administration Controls for addition and configuration of additional tracks for the system 5 1 User Administration Screen When you initially install FIT you specify the individuals who can access and use the software application These individuals are called users or logins The User Admin section is divided into two columns The right side of this menu lists the current users and the controls for editing them The left half of the menu allows you to change the properties of users User Administration Related Menus Group Project lear kt fl Edit Profile cjustus Delete Password P 2 Edit Profile jsimpson Delete 21 EE Edit Profile credekopp Delete Confirm Password User Tag optional append to User Id in dropdowns Email Address il notificati Mail Address used
52. New Flow Definition New Entry New Entry Only Delete Flow Control Status Open B al Ga a Open state can move to Ready For Retest 2 Edit Rule Open Flow Definition Status Open Delete Flow Control Status Ready For Retest l a a Ready For Retest state can move to Rejected or Closed state Edit Rule Ready For Retest Flow Definition Status Ready For Retest Delete Flow Control Status Rejected Closed Em E E _ Rejected state can move to Open 2 Edit Rule Rejected Flow Definition Status Rejected Delete Flow Control Status Open amp eM a Figure 43 Configured Workflow Rules Controlling Example Status Flow Example 5 The following two rules outline how to restrict the ability to close an issue Rule 1 Set a flow control that shows all states except for Closed Definition New Entries Normal Changes to Existing Issues Flow Control Status Open Ready For Retest Rejected Rule 2 Create a second rule that overrides the first one for users in QA Definition New Entries Normal Changes to Existing Issues Logged In QA Flow Control Status Closed 6 5 Rank Escalation A special rank field is available to allow you to sort issues using a configurable ranking formula The rank menu allows you to define the formula used in this calculation The formula is based on an
53. P Functions page select the Enable SOAP check box 3 Click Submit Figure 62 FIT Enabling the SOAP Interface SOAP Functions Fnahe SOAP C Submit Gcnera z WSDL fle WSDL Explained WSDL stands for Web Service Description Language and it defines all of the Web service requests and responses that can be made to FIT There are four basic operations that can be performed through the Web interface as outlined in the table below Table 10 FIT WSDL Operations Request Name Description Read Write This call returns the full issue detail for a single specific issue It is getld the equivalent of viewing issue details through the Web interface Read Only This call allows the caller to define parameters through which a set getIssueList of issues will be returned It is the equivalent of the filter screen in Read Only the Web interface newlssue Create a new issue within your system using this call Write updatelssue Update an existing issue within your system using this call Write Before executing any examples in this reference section or using any SOAP functionality you must configure SOAP within FIT For details see the section for Configuring FIT to Enable the SOAP Interface FIT will dynamically generate a custom WSDL file based on how your instance of FIT is configured For example if you have custom fields they will be added to your WSDL file All of the examples
54. S Anonymous Email Retrieval Mail Server Administration 6 1 Custom Fields Figure 23 Field Layout Options When you create a custom field it is added to the Details section of the entry screens between the default fields and the Comment Description text area All fields are laid out in pairs left right column using the order configured on the Field Administration page Some fields can be designated as full line fields that will span two columns Illustrated in the next two visuals are the Custom Field options that you can specify to create a custom fields Additionally this section outlines procedures for creating and editing custom fields and outlines several diagrams depicting sample custom field configurations Working With Fields Table 5 FIT Custom Fields and Corresponding Commands Custom Field Option Description Field Name Used for the name of the custom field Field Type String Used for a single line of text For example Subject or Version Used for a multi line text area For example Description Text Area Default with RTF editor enables the Rich Text functionality and associated formatting icons Used for a custom checkbox Checkbox Show Label after checkbox simply puts the label after the checkbox input Used where a user needs to choose from a set of options When creating a list field enter options for the list into the te
55. Shutdown Track Administration Figure 51 FIT Anonymous Access Options on Admin Menu Page Anonymous Access to FIT 8 1 Scenarios in Which Anonymous Access is Used Below are several scenarios in which anonymous access is used A company wants to design their own Web entry page A company releases software to 25 000 beta testers and wants to collect defects from users This solution allows users to log defects and gives you the ability to follow up on the status of the defect A company wants to create a knowledge base allowing software users to query regular questions issues within their system A company has separate customers who want to access different projects from Web pages with distinct looks 8 2 Enabling Anonymous Entry Enabling anonymous entry can be broken into two key steps enabling the feature and creating an issue entry page Enabling the Anonymous Entry Feature You can enable the anonymous entry feature by accessing it from the Admin Menu page Before you enable the feature you must set up a Web page that users outside of the FIT system will see when reporting on an issue For more information see the section on Creating an Issue Entry Page To enable the anonymous entry feature 1 2 On the Admin Menu page under Anonymous Access click the Anonymous Entry link On the Anonymous Entry page in the settings tab select the Enable Anonymous Issue Entry check box to
56. This is the option which controls how the user list drop downs ie Assigned To are ordered within the FIT system If you are using load order you will see arrow icons on the left which allow you to move the users up or down the list You can also drag users up and down the list Adding a User to FIT When you add a user you specify the following properties into the create user tab for each TIP General Options ow User Id The identification used to log in to FIT For example jsmith or msullivan Password The password used by the user to log in to FIT For example the same password the user enters to log on to their computer User Tag Further identification for the user For example Jacob Smith or Mary Sullivan Email Address The email address to which issue notification is sent This is generally the user s email address User Type The user s access level normal read only or administrator e Normal Can view assign and close issues e Administrator Can access the full system which includes the ability to view assign and close issues as well as the ability to configure FIT e Read only Can only view issues Selected Groups Choose the groups you want the user added to CTRL to multi select Profile to Copy Choose a user to model the new user s profile after All preferences and column settings will be copied Selected Tracks Select the Trac
57. To download the Unix base system alternative 1 Navigate to http www fittrackingsolutions com misc download linux html FIT Trials po 2 Copy the TAR file into the directory from which you want to run the application 3 Extract the files using tar xvf baseInstall tar This archive requires a Java virtual machine 4 Start the system with the following command java classpath fit jar Fit Contact fit alceatech com if you have any concerns NOTE If you are using a system without a GUI you must use Pure Java Implementation if the charts functionality is desired For more information about Pure Java Implementation see our FAQ at http www fittrackingsolutions com support documentation faq html For information about charts see the FIT User Manual 2 3 Performing Initial FIT Configurations The configuration of FIT is done by running it immediately after it has been installed A FIT instance is created on the machine where it is started and this instance acts as the main server for you FIT system If possible the software also tries to start a web browser and automatically connect to itself using the URL it has just established as the server address This is the URL address that all clients will then use unless aliased or reconfigured Start FIT in the location that you installed it You can investigate the except log ifthere are any problems running the server If a browser window does not automatically open when you sta
58. a eiee 93 10 3 Editing the System Dashboard ssseneseseseeseseesseseesesessesersreoeseeseserseserssesessesorerssvsessesessesonseeoesessesee 94 11 0 Reference Accessing User Options sesessesesseeoeseeoesesoeseeseeoesoeeoeseeorseroeeereeeoesoreerereorsesoreerereerseeeesee 95 Appendix A Understanding Issues Management seesesesseeeesoeeeeseeoesesoeseseeeoeseeoeseseoreesorcesoreorseeorseroreeres 96 Appendix B SOAP Functions eseesessesesseeeeseesesesoeseseeecesoeoesoeeoesesoeseroreerseeorseroeeereeeeesoreeeereorsesoeserereerseeere 100 Appendix C Metrics csscccsccsscsssscssssssssecessnsssesssesecssessesssensesessessscssceseseneesessnesecssensessseesssssssssessesees 109 Appendix D Interface Customizations scscscsssssscssessssssecssssscsescssssesssssessesssessnssessssnseessseseeees 113 Appendix E Track Relationships cscsscsscssssssesssessecsssssessssssscscsssscssssssssssecsseesesesensessssessesseeees 120 1 0 Introducing FIT FIT is an innovative and easy to use issue management solution providing you with the tools to track issues coordinate projects and effortlessly manage the change process within your organization This publication provides you with an overview of FIT s capabilities and also provides you with detailed steps for conducting typical tasks performed only by FIT administrators A second publication the FIT User Manual is also available The user manual outlines global functi
59. achine port page com other Skin11TestAll Adding a Create Child Button SL eee The parent field allows you to specify the ID of another issue as a parent This then causes the specified parent issue to show the current issue in a child list for the parent A number of customers have requested a simple way to create a child issue directly from the parent thereby handing the id of the parent directly to the New Issue menu Project Management Projected Start Date E Actual Start Date Projected Finish Date B Actual Finish Date Estimated Hours Actual Hours Percent se eee Parent Create Child Figure 65 Adding a Create Child Button This Create Child configuration is very useful and is used by default in the FIT Project template This can be accomplished simply by creating a blank field using field order and then customizing the html for that field to lt table id projectButtonBar width 100 style background color darkgray display none gt lt tr gt lt td gt lt input typg button onclick location href lt SUB URLADD gt amp page com other NewBug amp bs mParent lt SUB bs mUniqueProjectId gt value Create Child gt lt td gt lt tr gt lt table gt lt SCRIPT LANGUAGE Javascript gt function showProjectButtons var page lt SUB page gt var readonly lt SUB READONLY gt if readonly 1 amp amp page com other ModifyBug page com other ViewBug
60. any other group they will be placed in the Master List which has access to everything Therefore it is best to first create another group with the desired permissions and move them to that group rather than removing them here NOTE Group assignment can also be done from the User Profile Info Tab by any administrator Profile Settings In some cases an administrator wants to control the preferences of a set of users The options on this tab allow you to restrict a user from modifying specific sets of profile preferences Advanced Settings Tab The advanced settings are kept separate from the basic group operations of the other tabs These attributes allow more complex security and permissions and are generally not needed for simple setups General Options Lege Other Groups That This Group is visible To This option can help save time when creating groups The selection box is a list of all the other groups in the system The selected groups here are groups whose members are able to see the users in this group It is a faster way of changing the groups visible attribute of these selected groups to include the group we are currently editing so we don t then have to go through them one by one Hide Users From Others In Group This option will simply allow you to set permissions for a group without allowing them to see one another in the system Consequentially members of a group cannot see or assign issues to othe
61. associate an issue in another track as the first part of a 1 N relationship The child field type allows you to associate multiple issues of another track in the 1 N relationship Parent Track the track where parent issues will be linked to Parent Fields Displayed a list of field ids separated by spaces which will make up the field columns for the parent issues details that are listed The ids for default fields are listed in the Rank documentation All custom field ids are available in the custom field menu and must have 100 added to them to be interpreted by this feature distinguishes from default fields If left blank it will default to 1 2 3 45 6 which corresponds to Id Subject AssignedTo DateLastModified Status Priority and is displayed as 5 Unfair Practice gduser Nov 25 2013 Open Medium Parent Field Format allows you to define the exact format of the fields in the selection format The format is any text where all numeric values preceded by a hash are converted to the value of the field with that id number For example from the example above ID 1 has subject 2 and was last modified by 3 would be converted to ID 3 has subject unfair practice and was last modified by gduser If not defined the display is basic and simply uses the Parent Fields Displayed and separates values with a The above example would be This format is also used to view details for row fields on the main men
62. atchall in case messages are incorrectly sent 9 2 Specifying a Return Message Begin setting up anonymous email by specifying a return message To specify a return message 1 On the Admin Menu page under Anonymous Access click the Return Messages link 2 On the Return Message Administration page type a message name in the Message Name box This name will appear as reference in the Message list at the top of the page Ensure this name is symbolic for example Order Response 3 Type a message in the Message box This message will be sent to FIT users Ensure this message is clear and concise for example Thank you for your email We will process it and reply within 2 days 4 Click Add Return Message Return Message Administration Related Menus Mail Server Administration Mail Rules Edit Return Message test Delete Message Name Subject Message Note You can add FBT ID to the return message to include the Bug Id that this return message refers to HTML Template None v Add Security String to Contains Bug Id and allows originator to update Bug by replying to the retumed Subject message Add Return Message Figure 55 FIT Specifying a Return Message Anonymous Email Retrieval 90 9 3 Setting Up Mail Rules for Anonymous Email Retrieval There are some important factors to keep in mind when setting up mail rules A series of mail rules must be created for anonymous email
63. ble only to the selected users groups dev a Master List bertha _ normal pworthing test group cjustus test group 2 For administration purposes Figure 14 Advanced System Filter Options Section Once this filter is saved it can then be selected as the Group Security Filter in the Advanced Group Settings tab to control exactly what members of that group can see NOTE Setting a Security Filter overrides the Projects Visible settings NOTE The Use Projects Visible attribute under the Group Security Filter setting allows the filter to control the projects that are visible for the group rather than using the normal Projects Visible selection on the Group Details tab Example 3 Issues between Groups When issues are moving between groups you may want a group in one project to see issues from another project In this case you can use additional permissions to allow users to assign issues to members of other groups In this case we have 5 additional advanced settings that are useful for groups Additional Permissions A user in this group can access any Bug Assigned to the user Entered by the user Containing the user in the Notify List Assigned to a member of the user s group Entered by a member of the user s group Figure 15 Additional Group Permissions General Options Joa These allow you to grant access to issues that are assigned to you entered by you contain you in t
64. board Options as shown below Dashboard Options x System Dashboard Personal Dashboard Set Current as Default Edit System Dashboard Figure 57 Dashboard Options When a configuration is selected the system will remember it while the user is logged in Additionally a user can set the current configuration as their profile default using the third option During normal administrator use the system dashboard is in a readonly state and all editing icons are hidden from system dashboard components If a new component is added to the dashboard from another menu then it is automatically added to the personal dashboard since it is the default configuration for edits System Dashboard 93 10 3 Editing the System Dashboard System administrators have an additional dashboard option available on the bottom of the dashboard options which allows them to edit the system dashboard for all users When this option is selected the dashboard selection automatically switches to the system dashboard and a new system drop down options menu appears to the left of the normal dashboard options System Dashboard Options v ig Done Editing System Dashboard Figure 58 System Dashboard Options While the System Dashboard Options are visible the system dashboard remains the active dashboard and all components that are added to the dashboard from other sections such as reports or the main menu list
65. can be modified accordingly When a rule definition matches the state of a desired issue the rule s attributes are checked to see if any changes are needed in the regular process or display of the issue The Field Controls and Flow Control attributes control any changes needed when viewing modifying an issue The Restrictions and Pre Post Requirements are checked before any changes to an issue can be made The Actions are executed after a change is successfully made New Issue Menu View Issue Menu Edit Issue Menu Existing Issue Workflow Test Field Controls FlowControls Controls Access Permissions Controls Layout New Issue Workflow Test Workflow Anonymous Restrictions Entry Requirements Workflow Actions View Issue Menu Valididated Changes Email Notification AutoChange Updated Issue Details Figure 41 The workflow process Te Workflow Attributes The following table defines the attributes that make up a workflow rule The rule is defined by a state definition which is tested against an issue to determine if the other rule attributes are to be invoked at every stage in the life of that issue Restrictions Requirements and Actions are attributes that are checked when an issue is modified Flow Controls and Field Controls are attributes which alter the interface and corresponding controls available to a user when they are editing viewing an existing state of an issue In order to
66. ch by default is disabled for security purposes Please note that an example is set up at http www fittrackingsolutions com support admin anonymousAccess html Then you must set up common Web pages so that data can be entered entry page and queried queary page outside of the FIT application The pages you set up are completely configurable and can be as simple or complex as you like FIT is equipped with sample customizable templates that you can use to create your Web pages and integrate them into your Web site These templates are available on each configuration page within the application However in order to customize these Web pages you must be familiar with HTML and should start by looking at the sample pages listed for each type of access Alcea can also provide customization services for you This section provides you with scenarios in which anonymous access can be used It also provides you with general directions for enabling anonymous entry and enabling anonymous querying The figure below shows you where to access this functionality on the Admin Menu page Administration Options General Setup Field Layout User Custom Field Group Default Field Configurati ie i SMTP Settings Field Control Notify List Field Order Customize Strings Color Coding File Upload Additional CSS Bulk Update Workflow Rank Anonymous Email Retrieval SOAP Functions System Info i Exception Log Mail Rules Backups R System Message
67. cle continues to grow real circle bug password problems problems with formatting test out of memory glitches in main menu 01 big problems in payroll Status Deferred Deferred Open Deferred Closed Assigned To circle tam circle one circle leader circle leader Priority 1 Emergency circle leader Sep 07 2005 14 11 View All Bugs Cust Date Modified Requested Due Date Aug 29 2005 12 18 Sep 16 2005 00 00 Sep 07 2005 14 12 Aug 30 2005 18 57 Sep 08 2005 15 40 Sep 07 2005 14 12 Sep 07 2005 14 12 Sep 14 2005 00 00 Sep 21 2005 00 00 Sep 07 2005 14 11 Te Figure 44 Color Coding Example The color codes shown in the above example are explained below In the Bug Id column the top three cells are colored silver are given a black outline This is achieved with a color code where Bug ID is greater than ROBOT 001 http www fittrackingsolutions com support admin images cc ex1 gif In the Subject column cells containing the word test are colored grey and cells containing the word sales are colored lime green Note that issues containing both test as well as sales in the subject will be colored grey because the test rule is placed above the sales rule giving it priority http www fittrackingsolutions com support admin images cc ex2 gif In the Status column
68. corporate mandate is to continue offering world class IT products and services to our global customers which include public and private organizations government departments and fortune 500 companies For more information about Alcea Technologies Inc visit http www alceatech com ea For more information about FIT visit http www fittrackingsolutions com 2 0 FIT Trials There are three easy ways to access a trial version of FIT at the following location http www fittrackingsolutions com demos index html A Trial Hosted Systems Alcea offers a hosted 30 day trial which runs on our server and can be created and used immediately These trial systems are fully functional and all data will be kept intact for you once you decide that you want to become a permanent customer Alternatively the data can also be archived and sent to you if you decide to host the server on your own machine at a later date B Trial Download The FIT software can be downloaded and installed on your own server within 5 minutes This trial system is actually the complete product and you do not need to uninstall or reconfigure anything once you decide to purchase Before you download FIT please review our system requirements summary below Downloading instruction are also available below C Online Help System Alcea also allows you to login to our on line help system and take a look at how we are using the system ourselves to better serve our c
69. ct a child field from the Child Field drop down box Click New Field Hierarchy Set the desired relationships using one of the two edit formats A nan A U N Check your relationship is correct using the View Relationship current settings feature at the bottom of each edit menu After a hierarchy is created the relationships can then be handled in one of two ways direct or table relationship There are links between the two from both screens so you can evaluate which is best for you The main hierarchy list allows you to add new relationships or modify existing ones Field Hierarchy Parent Field Child Field Assigned To Project Edit Edit Table Delete Import Export Project Priority Edit Edit Table Delete Import Export Parent Field Assigned To Child Field l Assigned To v Assigned To New Field Hi Project _ Priority Figure 38 Hierarchy List Pe Table Hierarchy Edit The most convenient method for setting up relationships is to use the table view where relationships are made by simply checking off the cell of a matrix where parent values make up the columns and child values make up the rows When the box is enabled the child will be listed as a valid option whenever the corresponding parent has been selected Field Hierarchy This Field Hierarchy table allows you to set your field hierarchy relationships in a table format If the table is too large to manag
70. d getTime gt new java util Date getTime X 1 0 NOTE Substitute X for new Long XL longValue for large numbers ie greater than 10 days Set rank based on priority where priority increases towards 1 0 as time since last modified grows items that are priority 2 will reach priority 1 in 4 hours items that are priority 3 will reach priority 2 in 1 day rint max 1 0 mPriority mPriority 2 getSecondsSinceLastModified 14400 0 0 0 mPriority 3 getSecondsSinceLastModified 86400 0 0 0 1000 1000 ee Custom fields must be referenced using their field ID For example the following formula references a custom numerical field with id 21 mUserFields null amp amp mUserFields get new Integer 21 null mUserFields get new Integer 21 0 We simply set rank to be the same value as the custom field here This formula will set to 1 any requested due date that matches today mRequestedDueDate null mRequestedDueDate getDay new java util Date getDay amp amp mRequestedDueDate getMonth new java util Date getMonth amp amp mRequestedDueDate getYear new java util Date getYear 1 0 0 7 0 Advanced Options Advanced options are available from the advanced option links listed on the Admin Menu page and they are illustrated in the next two visuals Once you are familiar with advanced options you can perform related tasks as outlined in this section
71. dmin Menu page under Anonymous Access click the Anonymous Query link On the Anonymous Query page do one of the following Right click the Sample Anonymous Issue Query Page link and select Save Target As Then navigate to a location on your computer to save the template source code locally or e Click the Sample Anonymous Query Template link Choose Source from the View menu Use the source code as the general guidelines for creating your own issue query Web page Customize the Web page including drop down boxes and field data Include detailed instructions to your users that will allow them to log the information you require regarding logged issues Place the customized template on your website in a location where users can locate and use it Link the customized template to FIT NOTE Ensure a post submission Web page is also available so that FIT can then direct users to it Test the submission page to ensure it is behaving as you expect and that the data collected is complete so that you can use the information to reproduce and correct defects reported Anonymous Access to FIT 9 0 Anonymous Email Retrieval Anonymous email retrieval lets you designate a distinct POP IMAP email account which collects emails for your FIT system Once set up the FIT system continually scans this email account and sends appropriate notification to FIT users This section outlines how anonymous email retrieval works and explains how to set up
72. e Entered By Date Entered Oct 20 2003 Last Modified By Date Modified Oct 20 2003 ae Assigned To Project Status Priority Notify List See Attachments Oct 20 2003 SPRTADSO JPG Save 138K peter This is what it looks like when see it History Trail Oldest First Assigned To Entered By Status Date Entered Description have found a new bug in the system and it seems to be in your teams area See attached screenshot lt B gt Note lt B gt attached SPRTANSO JPG View HTML View Plain Assigned To Entered By Status Date Entered Description Assigned To Entered By Status Date Entered Description Assigned To Entered By Status Date Entered Description Edit Bug Figure 61 Process example Advanced Process Options As customers have made requests we have begun to add customizations to allow customers to restrict the process in a few ways The following configurable strings have been added sDefaultStatus allows you to set the default status on the New Bug screen This is useful if you need to change the set of states in your change process sRestrictStatus is used to control the actions of some users This string contains a status list separated by commas which cannot be set by any users with the exception of an admin user or the creator of the issue All other users will not see these status types as valid options for status on the modify pages The default for this string is Clos
73. e the this edit menu can be used for making direct relationships Simple Edit Modify Relationship Make changes to relationships by checking off mathing row column pairs The mouseover event will indicate the matching elements as you move the mouse over the checkboxes Assigned To gt a a 5 _ gt 2 2 2 2 Z 5 2 3 5 a SE 5 Sl el sa Project Z 5 3 E 2 3 8 Customer A 7 v 7 v Row Customer B v 7 4 Row Project1 v 7 7 J Row Project2 7 0 A wwe 7 0 T 7 Row Project3 WIV www Viiv J Row J 7 ALL Col Col Col Col Col Col Col Col Col Col Figure 39 FIT Creating a Table Hierarchal Relationship Direct Hierarchy Edit When relationships get too large to handle in a table you may need or prefer to edit your them with the general edit method where specific relationships are edited for one row or column at a time In this case you must choose the specific relationship that you want to change and then proceed to Step 2 to actually make the modification in one of two ways The Update submit button will save your changes in addition to any existing settings for the current Parent This allows you to simply select the new items that you want to associate to a parent value or set of parents The Save submit button will save your setting for the selected parent as the complete relationship and any existing values for that parent will be o
74. e color code the lowest possible priorty A color code with higher priority will replace a color code with a lower priority For example say you have two color codes in your system one that makes the background color red if the issue is Assigned To John Doe and colors the whole row and the other makes the background color green if an issue s Status is Open View Screenshot 1 below to see what the main menu would look like if the first color code is given higher priority Then view Screenshot 2 to see what it would look like if the second color code is given higher priority Bug ld Subject Assiqned To Date Last Modified Status Priority Edit 2 gdhfhg birdman Feb 07 2006 12 43 3 Medium Edit 1 test jsimpson Feb O 2006 13 13 3 Medium Bug ld Subject Assigned To Date Last Modified Status Priority Edit 2 gdhfhg birdman Feb OF 2006 12 43 3 Medium Edit 1 test jsimpson Feb OF 2006 13 13 3 Medium Figure 45 Setting Color Coding Priority There is also a Highlight Fields selection box which contains all visible fields in the system Whichever field the color code is being created for is selected by default but by selecting more fields you can have the color code applied to other fields as well For example say we create a color code for Status that sets the background color to green if the issue s status is Ready For Retest but then we select Subject in the Highlight Fields selection box View the screens
75. e most important problems first The default field values are 1 Emergency 2 High 3 Medium 4 Low 5 Very Low and 6 Change Request General purpose drop down field usually allocated for the area of the organization that the issue arga is related to ie Sales IT Staffing Billing Management Environment General purpose drop down field usually used to define the environment that the issue was discovered in ie Windows Unix Mac for computer problems The description field allows every update to have a corresponding description or comment In iyd many cases this field is renamed to Notes or Comments It is by default a history field so Description aves vie Comment that every historical update is shown with the description applicable to that change It is a unique field in that there is no overall value that is shown in the details section of the view edit issue screen In this case it is just a historical field Working With Fields Za Default Field Customize Default Field Names Customize a hint for a default field ActualCompletionDate x Edit Project Status Priority Area Environment Disable Env Version Fields Disable Area Field q lt q lt Disable Project Management Fields Comment Options Enable First Comment Field First Non Blank Comment Field Enable Last Comment Field Last Non Blank Comment Field Enable Last Co
76. e your mailbox 1 On the Admin Menu page under Anonymous Access click the Mail Server Administration link 2 On the Mail Server Administration page type a host in the Host box 3 Type the username and password for theemail account on the host server which will collect emails for FIT 4 Select the Ignore unmatched messages received check box if you want to ignore unmatched messages 5 The Send Redundant Email Notifications option will make the system send a notification email to any users who are using this feature to update issues through email 6 Youcan choose to extract any email addresses found in the From To or CC lists of the email and have them added to the Notify List of the issue being created By default the system will check for emails every minute Click Submit or Submit and Test Mail Server Administration Related Menus Mail Rules Return Messages Please Note This screen is for managing FIT BugTrack reading an email account and generating defects FIT BugTrack will read process and delete all email contained in the account below The account below should be dedicated for this purpose If you are looking to configure email notification please do this under Admin Menu Server Configuration Host Username alceatst Password eececeeece Ignore unmatched messages Default Message configured using received sGenencRetumMessage Send Redundant Email Notifications Add From addre
77. ed and the option is turned on in the Server Configuration menu You are free to structure the states of your process in any way that you like The states can be changed on the Admin gt Default Fields menu under the Status heading Appendix B SOAP Functions This reference section is aimed at developers It explains the WSDL SOAP interface to FIT Using the calls defined in this reference section a developer can quickly query create and update issues within the FIT system This reference section assumes some familiarity with XML and SOAP You should also be somewhat familiar with FIT and the data stored within the application This reference section outlines the following Setting up Perl SOAP Lite on Windows Configuring FIT to enable the SOAP interface Explains WSDL e General conventions Setting Up Perl SOAP Lite on Windows e Download and install Perl from ActiveState Download and install nmake make utility from Microsoft e Download and install SOAPLite there is also OAP documentation here Download and install URI Perl module Other perl modules are recommended on the SOAPLite page but no other modules are required for communicating with FIT Configuring FIT to Enable the SOAP Interface Configure FIT to enable the SOAP interface by navigating to the SOAP Functions page To configure FIT to enable the SOAP interface 1 On the Admin Menu page under Advanced click the SOAP Functions link 2 On the SOA
78. ed information Filters are fully described in the FIT User Manual which is available at http www fittrackingsolutions com support documentation html To perform a bulk update navigate to the Bulk Update page located in the General Setup section of the Admin Menu You are free to apply a filter to narrow down the issues that you want to update When this is complete specify how you want to update all the issues using the options on the Bulk Update page All issues that are checked selected will automatically update changing all fields that have been checked selected The next figure shows you the Bulk Update page and the corresponding procedure outlines how to perform a bulk update Bulk Update Issue Id Subject Assigned To Date Modified Status Priority Edit 3 FrameMaker Software pworthing May 14 2004 Open 3 Medium Edit 2 Screenshots cjustus May 14 2004 Open 3 Medium Edit 1 Brochure Testimonial Contacts cjustus May 14 2004 Open 3 Medium Summary Open Total pworthing 1 1 cjustus 2 2 Total 3 3 New Status Closed LJ Assigned To cjustus Chris Justus Comment Priority 1 Emergency Project Fast ActionTrack Launch E Notify List Requested Due Date Actual Completion Dat amp Percent Complete Estimated Hours Actual Hours Parent General Options Ea Figure 21 FIT Performing Bulk Updates
79. edy For Retest J Comment ma bug 2424 Figure 31 Default History Format The Default history format is a dated feature which shows a select group of fields in the history traceback Additional user fields can be added to this format by configuring the fields as history type field using the history attribute History Field This option adds fields tot he default traceback display It has no effect on the other traceback formats Comment Field This option converts a user field to a comment type field prompting each new entry with a blank value for a new comment Therefore each issue entry has it s own value for the field and no value is shown in the main details The Show Discussion option will display a readonly summary of all the entry values in a discussion format similar to the following example The Discussion format will show a dated discussion summary list of all field entries for this field next to the corresponding field Subject Tree cutting contract cancelled without just cause Assigned To O select Project Projecti inal Status Verified Priority 3 Medium Comment El maA 4 May 01 2013 22 53 Sue All the party information has been verified and links made 3 May 01 2013 22 53 Sue Everything looks to be in place I can not get a very good response from MH so I will move this to verifiy and then we can proceed to open a case 2
80. eee eee ete 9 2 3 Performing Initial FIT Configurations cccesesscescesseesceeceescescessecseceseeseeseeeeseeeeseseeeeneseaseneenes 10 23 Configuration Steps i cressa rn eas ahetmney edn teas hea Say a E REEE teheon amas eee teen 10 3 0 Logging Im to FIT cssssscssesrscteessessesescsscsssssessssesssssssecessesessssessesssessesssessnsssesssssessscesecssonsesssoess 12 3 1 Configurable Options EAE P E EG ced AE ea A weet Sasa E 12 3 2 Login Page Configuration eini dick eke EE E cn elec seed EAR lees 12 3 2 LAltermate Login Pages cscs cece ee ee Bas Ss A ee 14 4 0 Sorting and Previewing Data sscsssssscscsssssssessscsessecsecsscssesesesssessseesssssesssessessessessesesecnsensesnes 15 5 0 Getleral Options gc ssssicccsesessnssencsseans sondeseasensosssesssnensass ste seeneroussvossensansassseoscensasns oostasensssonesteacentoosseaseuasss 16 Sul User Administrat o Screen aa raias anoe a asta eda ye EAEn ea EAE oles iseastvane Sacieedeettaresesg teupectiees 17 5 L User Administration Tabs ieser itii ara EER E enue EAR vee 17 5 122 User List Controls kiinne an E A eee a E eee eee Ne et 19 5 1 3Adding a User to FIT vcnck cick nition nied wih io ai edi Pa ee ees 19 5 AE diting the User Profile sareriorioi taa a e seek oot eke ey cee ee AE ENO 20 5 2 GrOUp SEttin GS ss cscctscscvnssbnhesevest A oeuiedtbbeansastvsscelet deeb E E aa lyeienariee 22 DAN GTOUPS tire nete EEE ONENERA A E EE OEE RR EEEE EEEE 22 52 2G
81. eing submitted Disable Single Entry Catch Disable feature that stops an issue entry page from being used more than once to enter details Disable User Tags Do not append the User Tag from a user s profile to the userid in all drop downs in the system This tag is nice for systems where userids are not immediately obvious Show User Tags First This option displays the User Tag as a prefix instead of a suffix This option is used in conjunction with the preceeding one Use Normal PM Fields The default behaviour for Actual Hours Estimated Hours and Percent Complete is to show a readonly value for parent Tasks consisting of the totals for the children This option overrides the default behaviour and allows the parent to control the values Disable all RTF functionality RTF editor will be removed from all textareas and they will default to standard text Enable Parent Pick Utility Use parent picker utility for parent selections default field instead of just showing parent id Attachment Prompts Default number of attachment prompts that are available on edit screens Disable Background Attachment Feature Disables the background loading of attachments in favour of the older model which appends to final submit Leading Zeros This controls the leading zeros that are displayed for the issue id It offers a way to enforce that IDs are a consistent size Issue Cache Size This
82. enable the feature In the box below type the URL address corresponding to the Web page to which you want to direct users after an issue is created The users will see this page after submitting an issue This Web page may read Thank you for submitting an issue to FIT We will respond to you within 2 days Use the Mandatory Fields tab to select the check boxes that correspond to the mandatory information fields that a user is required to fill in in order for FIT to accept the issue This can also ensure that users provide you with the information you require to reproduce or address the issue Click Change Settings Restrict by password allows you to add a custom password field for added security of information Restrict by email address requires a user to input their email address to see issues created by them basic screening mechanism NOTE An example entry page is available which you can use as a template for your own web form on Anonymous Access to FIT your site Enable Anonymous KB Entry After submission redirect user to Restrict by password Restrict by email address oT si z ahealy a All cgermano x Advanced Note the below settings can be used to specify an HTTP Request header and field to populate FIT will use the value obtained from the header to automatically populate the specified field i e obtain the user s e mail address or user ID from a request header and submit it to FIT
83. ent diff rentiel Autres formats Intimidation Autres Figure 72 Translating Custom Drop down options A French and Spanish translation is included with the product Appendix E Track Relationships Track Association Fields A track is the base configuration used to track a particular object ie issue case ticket etc and consists of sections and fields which are put together as a template to properly record details for that object A number of tracks can be added to one system to track different objects for an organization When there are multiple tracks in a system a Switch Track drop down will be displayed next to the Dashboard enabling the user to switch from the main menu of one list of objects to another Switch Track Beet ise Action Bulk Update Admin Cases p New Case o E Individuals b New Individual b New Inquiry Inquiries Organizations p New Organization ProjectTrack b New Task x Project Project Figure 73 Switch Track Example These tracks may contain data which is related between tracks For example a track which is used to manage cases might contain a field for the customer which entered the ticket The details for this customer may be stored in another track within that system The next logical step is to associate the details from one track to the other In the following example a case is visible
84. eport A lists of saved reports which you can send in the email notification Chart A list of saved charts which you can send in the email notification Filter A list of saved filters which you can use to generate the output for your email notification Filter must be non empty Only send the notification if there is output from the filter Reminders Allow you to send additional reminder notifications to the Creator Assignee or any users in the Notify List for all issues in the resulting list The format of these reminders is as a normal notification with all details NOTE Ifa filter that contains Current User is selected the filter will be omitted if the email is being sent to a user who is not in the system where this option is N A Event Example To create an event that acts as a reminder 2 days before an issue is due 1 You should first save a filter that will return the data you are looking for which will be used by our new event Requested due date gt 2 days 2 Define a event that starts today and choose an hour when you would like to receive the infomation 3 Define the event to repeat daily and choose Never as the End Task option 4 Under the Notification options tab e Check off Send Email e Choose a Subject Message and Notify List the persons to receive the information e Choose the filter you defined in Step 1 under the filters option 5 Click the Add Event option NOTE Filter
85. erField ao Pom ayia g es feue par Bary Hr Cz ET Pike HEI eee eee i r e RLI LHF knmi Daim miep n ra aa ra 1m basy iia prir piee epai r A few examples are listed below and the BugStruct fields are listed as part of the Rank documentation but we do realize that OGNL can be difficult You are free to discuss with our support staff if you are not sure how to proceed with something Additional routines for OGNL Te To use any of the formula classes you must provide an OGNL formula see Rank documentation which is used to retrieve data from the issue history This formula allows you to access values and methods for the internal BugStruct class for each issue Some valuable methods for metrics include finds the date that the issue was changed FROM a value for a specified field or last true the last time it changed FROM that value dateChangedFrom int fieldId String value1 boolean last finds the date that the issue was changed to a value for a specified field if value2 is not null it finds when the issue changed from value1 to value2 or last true the last time it changed to that value if value1 is null this will just return when the field was changed to any value dateChangedTo int fieldId String valuel String value2 boolean last dateLastChangedTo int fieldId String value1 String value2 find the time taken for an issue to move from one value to another fieldId the id of the field h
86. ete so that you can use the information to reproduce and correct defects reported 8 3 Enabling Anonymous Querying Anonymous querying is useful in a variety of situations which includes the following scenarios To allow users to query issues entered by themselves and or others in order to reduce duplicate issues from being entered To provide a knowledge base of common problems and their associated solutions e To track all issues by email address which is useful because user lists are constantly changing In order to use the anonymous querying feature you must enable the feature and then create an issue query page as outlined in the following sections Enabling the Anonymous Querying Feature You can enable the anonymous querying feature by accessing it from the Admin Menu page Before you enable the feature you must set up a Web page that users outside of the FIT system will see when querying an issue To enable the anonymous querying feature 1 2 Anonymous Access to FIT E On the Admin Menu page under Anonymous Access click the Anonymous Query link On the Anonymous Query page select the Enable Anonymous Issue Query check box to enable the feature Select one of the following check boxes By Email Address Only Forces users to enter a full email address presumably their own to limit the issues returned as having been enered by the email address provided All Anonymous Issues Returns issues returned
87. f possible The bug is then assigned to the project manager to determine which department is responsible The bug is marked as Open and immediately begins a history trail within the system The project manager is notified that a new bug has entered the system Immediately the manager determines who should be handling the fix for the bug The bug is then re assigned to the correct developer who can fix the problem The developer reproduces the bug using the information provided by users who defined and directed the bug to him her Then the bug is fixed and its status changes to Ready for Retest The developer passes the fixed bug to the testing or QA department The tester is notified about being assigned a bug and tests the bug to see if the newest fix is working properly If it passes the tester moves the bug to Closed or marks it as Rejected if it still does not pass the testing phase A Rejected bug will go back to the developer who must attempt to fix it again At any time during this bug fix the exact status and history of the fix are available to everyone in the system This information is also easily available for creating reports of outstanding issues At any stage in this process there is a full history trail and accountability record as illustrated below this is also the actual email notification format that is passed to each individual as they are incrementally assigned the issue Edit Bug Bug Id Elapsed Tim
88. f the login page Once you login to the FIT system the main menu is displayed with a list of FAQ items as your first list of issues For a complete explanation of the menu screens please see the section on Viewing and Customizing in the FIT User Manual These items can be removed for a completely empty system by using the Remove All Data option in Admin gt Data Import FIT ISSUETRACK Fiter Serer 1 9 of 9 Issue Id AssignedTo Date Last Modified Status Edit FAQ9 Deleting these FAQ items admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ8 Getting more help admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ7 Changing columns displayed on the main menu admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ6 Changing skins admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ5 Changing the date format admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ4 Enabling email notification admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ3 Customizing Fields that appear on NeWChanging the date format admin Jul 21 2006 10 01 Open 3 Medium Edit FAQ2 Adding Editing Projects Jul 21 2006 10 01 Open 3 Mediurn Edit FAQ1 Adding and Deleting Users admin Jul 21 2006 10 01 Open 3 Medium Figure 4 Main Menu Screen Logging In to FIT po Alternate Login Page FIT ISSUETRACK Alcea Internal Server Login Password C Remember this password FBT Version 4 0
89. for each issue This value can be based on the states of issues in combination with values of multiple fields The most common use for the Rank field is to create an escalation order for issues based on a combination of A the priority of the issue and B how long the issue has been sitting open This way a quick report can be made using the Rank field to order the issues according to status In addition issues which have been sitting more than X days will become more important The value for Rank is calculated using an OGNL formula which allows us to use the values for fields of each bug structure or methods defined in the BugStruct class to make a custom calculation For example the default Rank formula 100 mPriority 10 getElapsedTime This formula calculates an escalation value where any issue that is open for more than 10 days will escalate to a rank of a new issue in the next Priority scale Rank is very useful but it is limited in that it only allows one field for calculations How to Add Formulas to Custom User Fields A common requirement from customers is to get metrics from the system using the history information that is recorded in issues For instance Finding the duration of time that an issue was in a specific status Finding the time between two different status states The best way to make calculations and achieve metrics is to create a custom field to define the information you are looking for which
90. for existing Projects to a lower value can overwrite mosting data Save Project Figure 36 Project Administration Menu The Project List allows you to edit delete or change the order of existing projects As with other drop downs in this system you can list the projects alphabetically or you can create your own order by setting the Sort Order attribute located below the Project List If you are ordering the items yourself you will notice icons on the left of the list to move items up or down the list You can also drag items up and down The following procedures outline how to add or delete a project by using the default project field To add new project 1 On the Admin Menu page under Field Layout click the Default Field link 2 On the Default Field page click the Projects link 3 On the Project Administration page type a name in the Project Name box 4 Set the appropriate attributes for the project as defined on the next page 5 Click Add To delete a project 1 On the Admin Menu page under Field Layout click the Default Field link 2 On the Default Field page click the Project link Working With Fields 2 3 On the Project Administration page click the Delete link that corresponds to the project you want to delete 4 Select Ok Cancel to Confirm Delete Project Attributes The following attributes are located on the Project Details menu Add to Projects Visible for Groups this is a convenience op
91. g Label Above and Hint option Show Hint The show hint option will show a clickable info icon which allows the user to view an inline hint which is configured by the administrator The Checklist example above shows the hint icon next to the Title field label When clicked a small inline window shows the field hint information Working With Fields os Configure Translations The system language strings can be configured in the Customize Strings feature of general setup This allows the administrator to configure multiple languages but does not allow any means of configuring the custom fields for FIT This Configure Translations option turns on language configuration for a particular string and any list items for this string Once configured the field list will display a Configure Translations option in the custom field listing as below Field Administration Note Field Ids used by some advanced functions ield A Contract Reference Number Delete Field Id 21 Type String ie Additional Info Attached Delete Field Id 27 Type List Configure Translations ef Alternate Awareness Delete Field Id 22 Type TextArea Configure Translations ef ield B Description Delete Field Id 16 Type TextArea Configure Translations Edit Field Consent for OPO to make contact Delete Field Id 31 Type List Configure Translations Edit Field Contract Phase Delete Field Id 14 Type List Confi
92. gure 17 FIT Changing the Server Configuration To change the server configuration 1 On the Admin Menu page click the Server Configuration link 2 Options are divided into tabs according to functionality Note that some options span the entire system where tracks are used The remainder are specific to the active track 3 Make changes as desired on any of the tabs 4 Click Change Settings General Options 3 5 4 SMTP Settings The SMTP Settings page controls the SMTP connection used for email notification You may only require the SMTP Server and From fields depending on the system to which you are connecting The following table and figure illustrate the available SMTP setting options MS Exchange servers may require the modification of some options before FIT can connect to them If you are having difficulty email fit aleatech com and we will help you isolate the problem Table 2 FIT SMTP Setting Options Option Description SMTP Server The SMTP server name From Address This represents the email address that a notification is addressed from This may need to match the username for the email account on the SMTP server From Name This represents the name associated with the above From address It will appear in brackets next to the address Username The username used if authentication is necessary with the SMTP server Password The password used if authentication is necessary with the
93. gure Translations e Edit Field Contract Type Delete Field Id 10 Type List Confiqure Translations Figure 27 Field Translation Option Turned On When selected you will be able to define strings for each language If there are list options and additional set of strings will be listed where string lists must match on a line for line basis r gt Admin Menu Configure Translations A Contract Reference Number Related Menus Custom Field len french ortuguese spanish erman A Contract Reference N Save Figure 28 Field Name Translation History Attributes Every issue tracked within FIT has full history traceback which is recorded and displayed as the final section when viewing an issue The user has the option of showing this traceback in a number of forms by selecting the appropriate traceback option in the history section header The following images show the three main formats available with the two remaining formats being mixes of these three History Trail Oldest First Traceback Default 1 Date Modified Mon Oct 21 18 03 11 EST 2013 Modified By eet Traceback DETEN oI IUU a a ae Quick Set ne checkbox labels Quick Traceback Assigned To pworthing Detailed Traceback Project Discussion Status Open Priority 3 Medium Comment there are no labels for checkboxes on view menu if the fullline option is used Adding a new labelAfterBox option cause I th
94. he Notify List assigned to anyone in your group or entered by anyone in your group no matter what the restrictions are on your group Example 4 Private Issues You can also use groups to introduce private issues to your system for personal use by your users Simply create a new private project that no other groups can see unique Id setting works best Create a new group called Private and create a security filter with the following definition EnteredBy CURRENT_USER Project Private which states that members can see anything entered by them in the Private Project Then add the appropriate users to this group General Options oe 5 3 Server Configuration The Server Configuration controls all of the major server settings for FIT This admin menu is divided into several tabs corresponding to related server options for the system FIT Server Configuration Options Server Options Lets you Use the server name instead of the default IP address This is used for links HEED Nare to the system such as links to issues in email notification summaries FIT Port Specify the port that FIT is running on If this is changed you must stop and restart FIT for the new port to take effect The port default is 10000 FIT IP Address Choose a desired IP address on systems with multiple IP addresses Disable Auto Browser Launch Stop the server from automatically opening a browser and connecting to the se
95. he display of issues in FIT Email browsers do not enable javascript so tabs are simply displayed in sequential order for emails extend AreaField extends the area field to a full line in cases where area names are too long for regular output noMainMenukEdit removes the Edit link from each row on the main menuoldFilterMenu causes FIT to default to the older filter construction screen where all fields are displayed sequentially rather than using the define filter definition controls sURLPREFIX allows you to set the sURLPREFIX custom string for the entire system rather than having to set in each individual track Configuring Translations The user preferences tab of the user profile has a Language setting which can be used to select the preferred language for a user if additional languages exist In addition the administrator can enable Enable Language Links from the general tab of the Server Configuration If enabled the Session Options will include Change Language link which can be used to change the language setting for the given user Edit Profile Welcome admin Sear I Session Options Change Language Admin Menu or E o Main Menu er ET Change Language New Case Edit Profile Logout French Por Spanish Ger Figure 71 Change Language Option This feature relies on the translations which are defined in the Admin gt Customize Strings feature All s
96. his group as read only type users Keep in mind that users in multiple groups may not be restricted if another group grants them access Allow Create New Login from Login Page This option will make the group visible as an option for new logins being created by new users on the login page Additional Permissions These options permit the administrator to specify some special access permissions These permissions are useful when issues flow between groups by allowing access if a user created the issue or has had it assigned to them Common scenarios are issues which move from one project to another as groups reassign issues between groups Assigned to the User This option allows a user to see any issues to which he is currently assigned ownership even if the user s group does not permit access Entered by the User This option allows a user to see any issues which they have added to the system even if the user s group does not permit access Containing the User in the Notify List This option allows a user to see any issues to which they have been added in the Notify List even if the user s group does not permit access Assigned to a Member of the User s Group This option allows a user to see any issues to which he or another member of his group is currently assigned ownership even if the user s group does not permit access General Options om Entered by a Member of the User s Group This option allows a
97. hot below to see the results Bug ld Subject Assigned To Date Last Modified Status Priority Edit 3 BUBjSCUISIGISCMIDEESUSEIOPSIGIUSIEDISNEBUEN John Doe Feb 08 2006 12 02 Ready For Retest 4 Low Edit 2 gdhfhg birdman Feb OF 2006 12 43 Open 3 Medium Edit 1 test jsimpson Feb OF 2006 13 13 Open 3 Medium Figure 46 Color Coding Subject based on Status NOTE Individual users are given an option in their profile that allows then to enable or disable color coding 6 4 Workflow Overview Workflow allows you to define rules for field access modifications and layout based on the state of an issue in addition to the field control settings which are setup globally A workflow rule will enable you to catch flow states of issues and define possible future states or immediate actions based on the current state of an issue Common examples include gt set field defaults notify user when a bug hits a given state Example 1 hide a section of fields from a group Example2 change a field automatically Example 3 control the flow of an issue from state to state Example 4 control who can close an issue Example 4 Workflow rules are defined by a filter definition that is compared tested against the state of issues any time data is retrieved or modified If an issue is matched a set of requirements and restrictions can be tested actions can be executed and field access controls or options flow
98. ieldVal field1 take the address from field id field1 address address replace lt br gt g address address replace g address address replace g var geocodeAPI https maps googleapis com maps api geocode json address address amp sensor false jQuery getJSON geocodeAPI function data var items jQuery each data function plot data results 0 geometry location lat data results 0 geometry location Ing function plot lat Ing var mapOptions center new google maps LatLng lat Ing zoom 8 mapTypeld google maps MapTypeld ROADMAP var map new google maps Map document getElementByld map canvas mapOptions new google maps Marker position new google maps LatLng lat Ing map map function fieldVal str if document getElementByld str value return document getElementByld str value return document getElementByld str innerHTML function showHomeDetails var hd document getElementByld homeDetails var str Street Address lt br gt fieldVal field1 lt p gt lt input type button value Refresh Map onclick initialize gt 5 hd innerHTML str initialize setTimeout showHomeDetails 2000 lt script gt lt table style width 100 background color lightgrey border 1px solid black padding 20px gt lt tr gt lt td class label style vertical align middle width 50 gt lt div id homeDetails sty
99. ill return the field order to the default layout The New Custom Field Target Slot is a special marker that can be moved up and down in the list like a regular field When new custom fields are added to the system they will be placed into the field order above this marker Bis A Bd Ef ita oxen Emp TTi Gelete _ Ae Hink Fold iden Wh oba Rear AAR C eae fig PG Legend PMAR Sactien be PAGS isibe Balai Field 1 fit PA Gets raped tape fi PR ST OO O OO RRS Sew Comem Field Target Sed 1 FG bid PAGS Like EH bead Id raped tape fin PAR fie PA in Ba fs Pl SSS BABE Pawel Fad Onder Iii BH a apes espe i a impale fig PEG El Ft Fd BED i amachari BHAR Prijs 1 Mia pca pe ai a Esie Deets Figure 41 Field Order Menu Te 6 5 Color Coding The Color Coding menu is used to set up rules for highlighting the fields displayed in the Main Menu table The Field drop down is used to select a field to add color codes to After a field is selected the Input Color Codes form allows you to set coloring options including the background and fields you wish to be highlighted You may also add your own custom CSS attributes which will be applied to the selected fields Color Coding Field Assigned To v Edit Ex Clear Colour Codes Fields with existing Colour Codes Assigned To v Edit Existing Colour Codes for Assigned To Value Users CURRENT_USER Background Colour Highlight
100. in purpose of this feature is to empty a database and start from scratch This feature is often used to clear a system prior to importing existing issues from another system To import data 1 On the Admin Menu page under Advanced click the Data Import link 2 On the Data Import page click Browse and navigate to the CSV file that you want to import 3 Click Import Advanced Options eae The Data import menu has a Remove All Data feature which is useful if you want to empty your system prior to an import This option will remove all bugs and attachments and start the IDs at 0 again No other configuration options are removed To remove all data 1 On the Admin Menu page under Advanced click the Data Import link 2 On the Data Import page click Remove All Data A warning displays 3 Click OK to remove all data or Cancel to maintain the data Data Import Note Although you can export history entries there is no current way to import them The only option is to import into the first entry WARNING This Function May Overwrite Any Existing KB Ids Browse No fie selected Data Format csv Overwrite Existing Tickets 0 Import Remove All KB Data WARNING This Function Wil Remove All KBs From Current Track Remove Al KB Data Figure 45 FIT Importing and Removing Data 7 4 Data Export You can export data in CSV or XML format For CSV format the history is done using H entries in a separate c
101. in the system in multiple languages By default English is set as the default language with French and Portuguese Spanish coming soon languages for users to choose from In addition you may create a new language and customize all the strings to meet your needs If you wish to create a language it is probably fastest to create the language and then modify the LANG xxxx cfg file manually You can use the lang cfg file from the bugserver jar as a template if you like or make a request for us to send it to you Samples Because the list of customizable strings is long we have chosen to highlight some key examples in the next table The following figure then outlines the Customize Strings page and the following procedure outlines how to customize strings Table 3 FIT Sample Customizable Strings String Description sHead This string appears at the top of every FIT page above the logo and menu sBody This string appears after the menu but before any page content sFoot This string appears at the bottom of every FIT page You can use this string to include information or to close any HTML tags opened above This string allows you to forward FIT through a separate Web server such as RLPREFIX sU IIS or apache This string controls the actions of some users This string contains a list of status states which cannot be set for an issue by any user except an admin sRestrictStatus user or the creator of the issue
102. in the Login box 2 Type your password in the Password box If you want FIT to remember your password each time you log in select the Remember this password check box 3 1 Configurable Options The following login options can be enabled from the security tab of Server Configuration menu Email New Password will allow you to let users email themselves password changes The new password is sent to the email associated with their user profile Create New Login This allows new users to create logins in specific groups INDUSTRY LEADING WEB BASED ISSUE TRACKING SOFT WARE Figure 3 FIT Login Screen 3 2 Login Page Configuration The following are string variables which can be configured to customize the login page rLogo you can change this to a URL for a logo that is already on the web or copy a logo to your main Fit server directory and access the file name directly The Admin gt File Upload menu allows you to copy a file to the public FIT directory where it can be accessed directly Logging In to FIT ae rLogoAIt the title displayed over the logo rLoginBackground the background behind the login frame rLoginBackdrop the image behind the actual login prompt rLoginTrackText text to appear on top left of login screen A second logo is normally located there controlled by rLogo sLoginNotesAtTop allows you to define notes at the top of the login page sLoginNotes allows you to define notes on the bottom o
103. ine how long this event will continue to run for NOTE The event settings are based on the start time and an event will only run if defined properly If you have an event where the event does not have a repeat time between the start time and the end time the event will not fire ie if it is 4pm and I define an event to start this morning at 9am default with a repeating value of hourly and an End Task value of After 5 repetitions the event will never run NOTE If an event is set to end after a certain number of repetitions the initial execution is not counted as a repetition So an event set to end after five repetions will execute a total of six times The remaining tabs define what the event will actually do Advanced Options om Notification Options Generally an event is used to inform a set of users of the state of the system at a particular time This is done by defining a filter chart or report format which will display the desired information in an email each time the event executes The Notification Options tab defines the format of any resulting email notifications Send Email check this off to use any of the features on this page Subject the subject to appear in the email notifications from this event Message an optional message you may wish to show at the top of the email notification Notify List the list of individuals that you wish to send the email from this event to Types of Emails R
104. ink the origin of this problem was indenting checkboxes for readability Description Impact None Notify List dev Figure 29 Traceback History Format Working With Fields a The Traceback history format is the most common and informative history format It displays all field changes for a given update History Trail Oldest First Quick gt o g8 pworthing t pworthing Open Mon Oct 21 18 03 11 EST 2013 2 pworthing pworthing Ready For Retest Mon Oct 21 18 03 24 EST 2013 3 pworthing pworthing Ready For Retest Mon Oct 21 18 03 25 EST 2013 Figure 30 Quick History Format The Quick history format simply shows an itemized list of entries for an issue with a limited common set of default fields Further historical changes are only visible by changing the history format Default History Trail Oldest First 1 Date Modified won oct 21 16 03 11 EST 2013 Modified mys pees Assigned To eter Worthing pworthing Status Quack Ce J EH ick Traceback E Comment there are no labels for checkboxes on view menu if the fullline option Is used Detailed Traceback Adding a new labelAfterBox option cause I think the origin of this problem was indenting checkboxes for readability 2 Date modified won Oct 21 15 05 24 EST 2013 J Modined By Peter worthing pworthing J aie Geelwonting Ipworhingl J status Re
105. iority drop down boxes if applicable Select one of the following assignment check boxes e Simple Assigns issues to a single individual If you choose this option you can only select single from the accompanying drop down box e Complex Assigns issues to multiple users based on various algorithms If you choose this option you must select either Round Robin or Load Balance from the accompanying drop down box Round Robin corresponds to assigning the first issue to A second to B third to C and then repeating fourth to A fifth to B sixth to C etc Load Balance examines the number of open issues in the system and assigns the issue to the user who is least busy The Notify List allows you to make sure a userid or email address is sent a notification whenever an issue is created from this feature This works in addition to the regular notification rules Click Add Mail Rule 9 4 Configuring Your Mailbox Before you can enable anonymous email retrieval FIT must be configured to send email notification For more information see our section on Server Configuration If email notification is set up you can configure your mailbox on the Mail Server Administration page Configure a POP account password and server and possible additional info for example time between polling Use the Submit and Test button when you first change this configuration to ensure FIT is able to connect correctly to your mailbox To configur
106. ive Tracks 0 Task issuetracktemplate jar 1113 Items 14 Users 1 Bug ftstemplate jar 2629 Items 16 Users 10 HelpDesk issuetracktemplate jar 13 Items 5 Users 4 KB issuetracktemplate jar 105 Items 12 Users Delete Selected Track Add Track The Add Track tab allows the administrator to add a new TRACK instance to their FIT system This TRACK will then be available to all relevant users from the Change Track drop down in the menu at the top of all system pages Advanced Options so FIT ISSuUETRACK On FIT BUGTRACK FIT TESTSPEC O O lssues Y Create Track A list of Available Templates is shown at the top of the menu Select the template that most closely matches your requirements The resulting TRACK will of course be fully customizable this is just an initial configuration The Track Title is used by the Switch Track drop down on all system pages to link to your new track from your existing tracks This name will also be used to replace XXX in the Create New XXX submenu item which is available from the Actions menu for the drop down style sheet Actions Switch Track Finally you must choose the Users that you wish to pull from your existing Tracks These are the users that you are giving access to the new TRACK Migrate Track When migrating a track choose the template configuration you would like to migrate to and then type the name of the resulting
107. ks Find the id SID of the status field is 20 Define a custom field called DateFixed using the custom advanced field option as follows Custom Class com other FormulaDateCustom UserField Custom Class formula dateChangedTo 5 Fixed Create a filter that uses a relative date ie DateFixed lt 4 weeks on this new field The results should only include the issues you are looking for and the field is available in the details section also Appendix D Interface Customizations Skin Configurations The most obvious customization for Fit is the skin and corresponding skin color which is configured with CSS settings in the associated stylesheet FIT has a number of different skins which have been created to help customers integrate the tool with their existing systems In addition any of these skins can be further customized by creating a custom stylesheet which can control the formatting of HTML items on the page If you change our skin from the server configuration menu you must make sure to match the skin choice with a corresponding stylesheet A mismatch will have unknown consequences to the display of the tool If you would like to sample the skins the following tools will show a list of all the available skins http machine port page com other SkinTestAll http machine port page com other ShowSkins The following will also show the different colors available on the latest blackcurve skin http m
108. ks you wish to grant the user access to if using the Track feature You can use the arrow keys in the user list to organize the users for example click an arrow key to move a user at the top of the list to the bottom of the list You must create at least one administrator so that you can configure and maintain the system If you inadvertently delete an administrator navigate to Program Files FIT folder and delete the server cfg file This lets you restart FIT and enter an administrator You won t lose any data or special settings Editing the User Profile You can change each user s profile by clicking the Edit Profile link beside each user name Clicking this link calls up a series of user profile attributes that you can change including the user password user info for example email and user tag the user s group information user preferences and the columns that display when an issue is logged The user profile functionality is fully explained in the FIT User Manual which is available at http www fittrackingsolutions com support documentation html This document will simply outline the extra admin options which are available on the User Info tab when an administrator changes the profile for a user To access the admin profile options 1 On the Admin Menu page click the User link under General Setup 2 On the User Administration page click the Edit Profile link in the User List that corresponds to the user s
109. lapsedTime gt lt mNotifyList gt lt mNotifyList gt lt mRejectedCount gt 0 lt mRejectedCount gt lt mRankCache gt 0 0 lt mRankCache gt lt bugHistory gt lt bugEntry gt lt mAssignedTo gt birdman lt mAssignedTo gt lt mWho gt jsimpson lt mWho gt lt mStatus gt Open lt mStatus gt lt mWhen gt Fri May 13 16 10 00 EDT 2005 lt mWhen gt lt mDescription gt Test issue lt mDescription gt lt bugEntry gt lt bugHistory gt lt bugStruct gt lt bugList gt lt getBugListResponse gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt ee Returned Issue 13 test newBug Description This function mirrors the functionality of the New Issue screen A new issue will be created using the data from any field values submitted via the SOAP call The new issue s ID is returned Sample Perl Code The following Perl code shows how to enter a new issue with SOAP Fields that are not included will be set to empty in the newly created issue Take note of the method in which custom fields are entered The custom field ID numbers can be found on the Admin Menu gt Field Layout gt Custom Field page usr bin perl use SOAP Lite trace gt debug elem SOAP Data gt name bugStruct gt SOAP Data gt value SOAP Data gt name mSubject gt Testing SOAP newBug call SOAP Data gt name mDescription gt This will enter a new issue into the system SOAP Data gt name mAssignedTo gt admi
110. le display inline gt lt td gt lt td gt lt div id map canvas style width 400px height 400px gt lt td gt lt tr gt lt table gt then we are able to configure something like the following ST eee There are still 4 months left in the contract r Street Address Australia Refresh Map Great Australi jn Bight Map Satellite Papua New uinea Solomon Sea Coral Sea dg sa aio Nsw Tasman Sea New Zealand Map data 2013 Google INEGI Terms of Use Attachment Thumbnails Assigned To worker Project Caval Ridge Status Open Priority 3 Medium Comment ul fis1 Nov 27 2013 09 14 admin E Figure 67 Configuring a Map Section Positioning the attachment field as the first column in the user s profile will create a thumbnail display of issues where a selection list is shown for all issues provided the row field setting is not checked Vehicle Id VIN Vehicle Platform Date Inspect Responsible Additional Details Edit 2 gt ZFA22300005030902 AN Jul 20 2012 FIL Procurement Status Characteristic Nortel verbally committed to construct a new building then went with another companyWe had lengthy discussion with Nortel about a new building at the Carling Campus Two weeks after the fact we were told we were no longer in the running Figure 68 Alternate Main Menu Configuration
111. le click the file icon and follow the prompts to download FIT On Unix simply run Fit script as Fit or run Fit manually using the contents in the script 7 Once the software application is installed you are prompted to perform initial configurations as outlined in the following section NOTES The FIT trial version is the complete application with some minor restrictions as outlined at http www fittrackingsolutions com demos trialDownload html We provide you with a key to override these restrictions once you purchase the product For more information visit http www fittrackingsolutions com pricing index html A 30 day trial key is also available when necessary Downloading Alternatives If you are using a system without GUI implementation you may experience problems with our install exe file If so you can download the applicable base system for Windows or Unix To download the Windows base system alternative 1 Navigate to http www fittrackingsolutions com misc download windows html 2 Unzip baselnstall zip into the directory from which you want to run the application 3 Run FIT exe Because this archive includes the Java Runtime Environment running the executable file evokes the application NOTE You may want to add a shortcut to the Start menu to assist you with running FIT NOTE See our FAQ at http www fittrackingsolutions com support documentation faq html for information about installing FIT as a service
112. lete history you will need to look in the except log file on the system To review the exception log On the Admin Menu page under Advanced click the Exception Log link The exception log displays Advanced Options pom 7 8 Backup The Backup directory utility lets you create a backup directory of your current system This process should be done consistently to prevent problems and protect yourself in case of machine failure Any backup directory you create should always be copied and stored on a separate computer You have two options when creating a backup directory Backup All Files Creates a copy of all your data files plus any executable and installation files Backup Data Files Creates a copy of data files only To create a backup directory 1 On the Admin Menu page click the Backup link 2 On the Backups page click one of the following e Backup All Files Backs up all files e Backup Data Files Backs up all data files NOTE This feature is also very useful if you need to move a system to a new computer A backup of data files can be copied to a newly installed system leaving you with an identical system to the one from which the backup copy was taken e aa A Vay RICCO ALCEA TECHNOLOGIES INC FAST ISSUETRACK Main Menu New Issue Bulk Update Admin Menu Edit Profile Filters Reports Charts Logout Help Filters Search gjeo E Goto Issue Backups Backup All Files
113. lex Groups 4 Customer enters issue in Fast Bugtrack 2 Manager reviews issue and assigns tt to the Developers Developers resolve issue 4 Developers nottty manager that Issue Is Manager noties customer of Groups Visible Manager Groups Visible Manager Figure 12 FIT Group Partitioning The other major concern in any system is what issues a user has access to You can configure FIT so that each subgroup has access to a specific project or set of projects The diagram below outlines a configuration in which Project A and Project B are visible to the appropriate groups GROUPS Administrator Developers VISIBLE PROJECTS Figure 13 FIT Visible Projects Additional customers or internal groups can be set up in exactly the same way Additionally you can use field controls to secure specific fields for particular groups or workflow to add more rules to your system General Options eae Example 2 Group Security Filter Sometimes using Projects Visible is not enough for a system and you want to control access for a group by a special criteria In this case save a System Filter to define the criteria you are looking at for this group This is done from the Save Options section of the Filters menu with the For administration purposes option set so it does not appear in the general filters drop down System Filter Options Visible to all users Visi
114. lowed Actions If the new state of an issue matches a given workflow definition and the require ments and restrictions are passed then a set of actions can be performed on the issue state change The Action Notify List is used to notify users of this state change The AutoChange field options allow you to change the value for a specified field The OGNL Formula allows you to use the actual fields of the internal Java BugStruct class in an OGNL assignment You can use existing bug attributes in workflow autochange ie re assign to creator by autochanging assignedTo field back to lt SUB bs mEnteredBy gt See full list of BugStruct fields in Rank docs The Advanced AutoChange option allows you to change from normal autochange updates to auto creation of new issues or auto updates of a set of existing issues Normal a rule will use autochange for the issue that hits the rule changing any of the fields listed in the auto change field settings area Create using another rule this option allows you to fire another rule which will create multiple issues for every issue matching the filter definition of the selected rule The new issues will be created in the track where the selected rule is defined and you can set field defaults using autochange field settings area of that selected rule A safety value can also be set so that you can not overflow your system with issues by setting an undefinitive filter definition Create a new
115. m is to use the project field to segregate data in your system Each group can be granted access to a defined set of projects so that they only see the issues for those projects NOTE The default setup for a group is to see ALL projects If no projects are selected then the group sees all projects In this example a Manager oversees three groups where all communication is done between the manager and the customers OR the manager and his team of developers The following diagram outlines a scenario in which a customer issue is resolved Follow the steps on the right hand side of the diagram to see how resolution is reached without the Customer A subgroup having knowledge of the Customer B subgroup Each of these groups is only granted permissions to see issues in their respective projects Groups Visible setting Visibility of other users in the system is controlled by the Groups Visible selection for a group Members of a group will only see users in groups that are made visible to them using this setting Ifa user is in multiple groups then a set is made from all of the users groups General Options Eo Example of Complex Partitioned Groups Entre System i Groups Visible saceosesesssscen Developers Customer A Customer B Groups Visible Manager teesanseacenvensercsceernesanrensespeenveaiesensaeseaseerenseeneaersucenvanseereerer sees mamae a Customer A i 8 Isue Management Via Comp
116. mWhen gt lt mDescription gt lt mDescription gt lt issueEntry gt lt issueEntry gt lt mAssignedTo gt cjustus lt mAssignedTo gt lt mWho gt cjustus lt mWho gt lt mStatus gt Closed lt mStatus gt lt mWhen gt Mon Sep 22 21 55 12 EDT 2003 lt mWhen gt lt mDescription gt istop issue lt mDescription gt lt issueEntry gt lt issueHistory gt lt issueStruct gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt Returned Issue 10 performance Aktiom Server timing Example 2 The Perl SOAP API is constantly changing The most recent working example used the following script usr bin perl use SOAP Lite trace gt debug elem SOAP Data gt name filterStructIn gt SOAP Data gt value SOAP Data gt name mld gt 10 SOAP Data gt name mContextId gt 7 elem gt type tns FilterStructIn response SOAP Lite gt uri http ticketing xxx com Fit wsd gt proxy http ticketing xxx com Fit wsdl gt getId elem print elem bug response gt valueof getIdResponse bugStruct print nReturned Issue bug gt mUniqueProjectld print bug gt mSubject getBugList Description This function is the SOAP call equivalent to running a filter Critera submitted via the SOAP call will return a filtered list of issues Sample Perl Code o Lee The following Perl code shows how to enter filter criteria with SOAP Take
117. ma instance xmlns SOAP ENC http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsd http www w3 org 1999 XMLSchema SOAP ENV encodingStyle http schemas xmlsoap org soap encoding gt lt SOAP ENV Body gt lt issueStruct gt lt mId gt 10 lt mlId gt lt mSubject gt performance Aktiom Server timing lt mSubject gt lt mDateEntered gt Tue Sep 16 00 13 23 EDT 2003 lt mDateEntered gt lt mCurrentStatus gt Closed lt mCurrentStatus gt lt mCurrentAssignedTo gt cjustus lt mCurrentAssignedTo gt lt mLastModifiedBy gt cjustus lt mLastModifiedBy gt lt mDateLastModified gt Mon Sep 22 21 55 12 EDT 2003 lt mDateLastModified gt lt mEnteredBy gt cjustus lt mEnteredBy gt lt mPriority gt 3 lt mPriority gt lt mProject gt Aktiom lt mProject gt lt mArea gt area lt mArea gt TL ee lt mVersion gt lt mVersion gt lt mEnvironment gt lt mEnvironment gt lt mParent gt 0 lt mParent gt lt mRequestedDueDate gt null lt mRequestedDueDate gt lt mActualCompletionDate gt null lt mActualCompletionDate gt lt mEstimatedHours gt 0 0 lt mEstimatedHours gt lt mActualHours gt 0 0 lt mActualHours gt lt mPercentComplete gt 0 0 lt mPercentComplete gt lt issueHistory gt lt issueEntry gt lt mAssignedTo gt cjustus lt mAssignedTo gt lt mWho gt cjustus lt mWho gt lt mStatus gt Open lt mStatus gt lt mWhen gt Tue Sep 16 00 13 23 EDT 2003 lt
118. mment Field Only If Closed Show Full Discussion together with Comment field 1 x Default Comment field in RTF mode Change Settings Figure 33 FIT Default Field Page Disabling and Enabling Default Fields You can enable disable several default field options depending on your needs To enable disable default fields 1 On the Admin Menu page under Field Layout click the Default Field link or General Settings option in drop down skins 2 On the Default Field page select one of the following check boxes that corresponds to the field you want to enable or disable e Disable Env Version Fields removes the default Environment and Version fields from the system e Disable Area Field removes the default Area from the system e Disable Project Management Fields removes the Project Management section from the system e Enable First Comment Field shows a separate field which displays the first history comment e Enable First Non Blank Comment Field ignores any blank comments as first e Enable Last Comment Field shows a separate field which displays the last history comment e Enable Last Non Blank Comment Field ignores any blank comments as last e Enable Last Comment Field Only If Closed only displays the last comment if an issue is still open e Show Full Discussion shows a full discussion field with all history comments in the main details section where the comment field appears Defaul
119. must be created separately and prior to creating event Make sure you are running a recent version that will let you do the 2 days relative dates feature Workflow Options An event will also let you choose to run a workflow rule In this case the rule can be defined in two ways based on the Field Action attribute located under the Actions tab Advanced Options a A If the Advanced Auto Change option of the Field Action workflow attribute is set to normal all issues that match the filter definition of the rule will then be updated according to the field settings set for the Auto Change feature This allows you to modify a number of issues in a particular way The event runs the state definition of the rule All matching issues will then be modified by the field settings listed under the Auto Change feature The separate entry option here is implied in this case since it is not an edit You may want to read up on the Special Purpose flag for workflow so that the rule is not run for every sysetem edit B If the Advanced AutoChange option of the Field Action workflow attribute is set to Create a new item third option then the event will create exactly one new issue each time it is run The default details for this isssue are defined in the AutoChange settings NOTE For systems with multiple tracks the new issue is created in the track where the rule is defined C If the Advanced AutoChange option of the Field Action workflow
120. n SOAP Data gt name customField gt SOAP Data gt value SOAP Data gt name Id gt 3 SOAP Data gt name Value gt SOAP UPDATE SOAP Data gt name customField gt SOAP Data gt value SOAP Data gt name Id gt 4 SOAP Data gt name Value gt SOAP UPDATE s elem gt type tns BugStruct my soap SOAP Lite gt uri http localhost 10000 gt proxy http localhost 10000 FIT wsdl response soap gt call newBug gt elem SOAP Data gt name loginid gt jsimpson SOAP Data gt name password gt myPassword print response gt valueof newBugResponse message Input We can see that the following SOAP message is sent to FIT POST http localhost 10000 Accept text xml Accept multipart Content Length 766 Content Type text xml charset utf 8 SOAPAction http localhost 10000 newBug lt xml version 1 0 encoding UTF 8 gt lt SOAP ENV Envelope xmlns SOAP ENC http schemas xmlsoap org soap encoding SOAP ENV encodingStyle http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsi http www w3 org 1999 XMLSchema instance ee xmlns xsd http www w3 org 1999 XMLSchema gt lt SOAP ENV Body gt lt newBug xmlns gt lt mSubject xsi type xsd string gt Testing SOAP newBug call lt mSubject gt lt mDescription xsi type xsd string gt This will enter a
121. nd server information On the Admin Menu page under Advanced click the System Info link This provides License details and information about users who have recently used the system The system properties are very useful for determining the specifics of the system you are running Max Memory 1677 72M EIT Version 9 00 rev 48 Allocated Memory 1564 15M 93 2 Used Memory 942 37M 60 2 License Information Free Memory 621 78M 39 8 Registered Title FIT Issue Resolution Software User Limit Unlimited Total number of KBs 200 143 cached 71 5 eee eee Total number of Attachments 83 Doosssd nodos oan Additional Track User Limits 20 User Track Total number of Users 18 50 User Track Total number of Groups 3 View track user limits Administrator Users Refresh License Information cjustus jsimpson pworthing rlacasse credekopp Caroline ralph Users that have recently accessed FIT pworthing Fri Dec 13 08 45 33 CST 2013 System Debug Info Socket Timeout Count 0 ClientHash Size 1 SessionTable Size 7 ClientVector Size 1 Figure 47 FIT System Info Page 7 7 Exception Log The Exception Log page lists any past debugging exceptions This can help you or any support groups address unforeseen problems This is also very useful information to help our support staff investigate if there are any problems with your system The Exception Log menu only shows the latest exceptions For a comp
122. neau All information leads me to believe this is a valid case Edit 3 Date Modified Fri Aug 03 05 16 45 CDT 2012 Modified By Goorge Status Complaint Date Sat Jun 23 15 36 45 CDT 2012 Repair Comments 1 have looked at the details of this case and compared the french and english bids do see a descrepancy and will contact them to see what they say Edit SALTS ee EOL 7 Figure 70 Editing Historical Entries oldAttachmentModel This option removes the versioning feature which is now part of attachments disableBackgroundAttachments This option removes the Ajax background uploading feature of Version 9 All attachments are uploaded only after the save button is pressed for the issue attachmentMaxFileSize specify a maximum attachment size in megabytes attachmentHideComment allows you to hide the attachment comment input field attachmentHideVersion allows you to hide the attachment Version input field attachmentFolderEditAdminOnly allows you to restrict folder creation to administrators disableChildHighlight removes the yellow highlight color which is given to child issues in the main menu when Show Child List option is turned on in a user profile enableTabs this option will let you add tabs to the layout of the issue details menus A new Add Tab control will be available in the Field Order menu This feature is disabled by default because the display So of notifications differs from t
123. nly In the following screenshot we made the associated Field Link field visible on the main menu You can see it shows the last name which matches the information in the row field Assigned To Date Last Modified Current Stage association Field Link manager Oct 27 2013 08 05 Open Subject RPE Individual Emm Blind River Ontario KX SHS 613 178 4410 1013 Broad Zephyr Place Inquiry 1 Missmanaged funds admin Aug302013 Open 3 Medium Figure 76 Parent Association Field Link Child Track Association A child or parent reciprocal field must be defined in the associated group in order for the relationship to be fully related The settings for the child field are equivalent to the parent field The only exception is that a parent field will show a select and new button for making relationships The parent field also has an Add button for creating new children
124. olding the desired value Reference ids in custom field setup Note custom fields are gt 100 default fields lt 100 format may take the form of m h or d for months hours or days elapsedTimeBetweenStates int fieldId String value1 String value2 String format elapsedTimeBetweenDates Date d1 Date d2 String format Here are a few examples Example 1 Time taken to move from status A to status B in days Find the id SID of the field that holds the status you are interested in Define a custom field called TimeTakenAB using the custom advanced field option as follows Custom Class com other FormulaIntCustomUserField p Custom Class Formula elapsedTimeBetweenStates SID A B d The TimeTakenAB field should now show the number of days that each issue took to move from state A to state B A value of 0 is given for issues where the states were not found Example 2 Which issues had a field changed to XYZ during the last week O a Find the id SID of the field that holds the values you are interested in Define a custom field called DateChangedToXYZ using the custom advanced field option as follows Custom Class com other FormulaDateCustomUserField Custom Class Formula dateChangedTo SID XYZ null true alternatively dateLastChangedTo SID XYZ null The DateChangedToXYZ field should then display the desired date Example 3 How many issues were fixed in the last 4 Wee
125. olumn for each historical element The field column name is also preceded by H so as not to confuse the current state information where the titles would be the same For XML format the history is provided in the element for each issue To export data you must do the following Select Columns Select only the fields to export The selection defaults to any current filters Data Format Select the format to which you are exporting the information XML or CSV Include Headings Select this option if you want the field headings to display as the first row for example CSV file Include History Select this option if you want to summarize the history of the issues To export data 1 On the Admin Menu page under Advanced click the Data Export link 2 On the Data Export page select the check box that corresponds to each column you want to display in the Select Columns to Export list Advanced Options 3 You may also select fields with historical entry information where the H option exists This will export all historical information separated by new lines 4 Select one of the following Data Format options e CSV e XML 5 Select one of the following Export options e Include Headings e Add separators between description entries shows date of entry 6 Click Export Data Export Select Columns Data Format Enable Column Historical CSV Bug Id XML J Priori A soo il
126. omplex customization for specific needs The filter report and chart features provide powerful tools to compare activities and track the status of issues within your group or team The Change Process A change process is the set of rules that exist to control workflow These rules define a set of states and determine how an issue can pass from one state to another This includes not only the path that the issue can take but also the states that specific users are allowed to assign to an issue The default behaviour of FIT is to allow our customers to follow their own change process When FIT is installed a default process is put in place to allow the product to function immediately This includes a common set of states that are outlined in the diagram below FIT Tracking Solutions can then be configured to meet any needs Te Our default process begins in the Open state and progresses to Ready for Retest and then onto Closed Closed issues are then hidden by default in the system If the issue is not tested successfully it is then sent back to the open state to start the process again An issue can become Deferred at anytime and remains in that state until the user is ready to address it Ready for y D En d Closed Figure 60 Simple Workflow Process Simple Example A bug is often raised by a tester A description of the bug is written including the environment product revision and instruction on how to reproduce it i
127. on the New Issue page The procedures for sorting and previewing data are outlined below The figure below shows an example of sorting users by load order To sort data 1 On the relevant page select one of the following boxes e Alphabetically Sorts the data in alphabetical order e Load Order Sorts the data as configured by the arrow controls Note that you can drag items up and down the list if it is displayed in Load Order 2 Click Update Sort Order Project List Edit Project Discussion Delete Edit Project Marketing Website Delete Edit Project Bug Delete Edit Project Feature Delete Edit Project Other Delete Edit Project Improvement Delete Edit Project Unique Test Project Delete Edit Project Bookmark Delete Edit Project FTS Delete Edit Project Unique Project Delete Sort Order Alphabetically Load Order Update Sort Order Preview Discussion Marketing Website Bug Feature Other Improvement Unique Test Project Bookmark FTS Unique Project Figure 6 FIT Preview Drop Down Box Sorting and Previewing Data as 5 0 General Options General options are common administration commands that you can access from the general option links listed on the Admin Menu page The next figure shows you the location of the general option links on the Admin Menu page and the follo
128. ons that can be performed by all FIT users including administrators For more information see the FIT User Manual available at http www fittrackingsolutions com support documentation html 1 1 What s New Our latest free product upgrades are available at http www fittrackingsolutions com support upgrades html Announcements about new and upcoming events are available at http www fittrackingsolutions com index html 1 2 Additional Documentation Additional documentation including the user manual Web Help product FAQs and troubleshooting tips is available at http www fittrackingsolutions com support documentation html 1 3 Accessing Customer Support You can contact us at the following numbers and email address Telephone 1 613 563 9595 Toll free 1 877 321 4463 Fax 1 613 563 9494 HelpDesk http www fittrackingsolutions com support helpDesk html Email support fittrackingsolutions com 1 4 About Alcea Technologies Inc Established by IT professionals for IT professionals Alcea Technologies Inc has been providing premium information technology solutions since 1997 Our flagship product FIT is a market leader in tracking resolutions software Quick to install easy to use and simple to customize FIT includes a support package that is unprecedented in the industry FIT solutions offer power and simplicity to identify track and resolve corporate and customer issues throughout any organization Alcea s
129. option forces a user to submit data when a new issue is created This is useful to ensure that users add enough information for a new issue and do not accidentally enter the default set ting or leave an important field blank The Always option takes the functionality one step further by ensuring that data is entered at every step This is extremely useful for the AssignedTo field so that the correct person is sent the notification on every update Without this setting an updater may forget to change the user name and the notification may never be sent Field data can also be restricted using any of the following options The Read Write R W option is the default for all editable fields This option Field Control allows a field to be read and modified on any update The Read Only RO option restricts a group to reading privileges only The Hidden H option hides a field on all screens The RO After Create AC option restricts reading privileges after the issue is cre ated Field Attributes Bug Id Subject ac vi ily E Assigned To wT Aw Date Modified RO Status B I Priority vily v Order is Important The rules are arranged in a sequential lookup order that is used when determining if an issue state matches any existing workflow rules When a match occurs that workflow rule is used to control what actions to take for an issue The remaining rules are skipped Multiple ways to do
130. order screen Settings for each group are then displayed as a column where the field or section attributes can be set for that particular group Each section can be set as Open default Closed or Hidden A Closed section will simply default in the closed minimized position requiring you to click on the open icon to view details of a field within that section Field attributes depend on the type of field Most fields allow you to control visibility or the mandatory required setting which forces users to enter data for a given field If a field is read only by nature ie Info Section this setting is not listed nor is the Read Write Attribute The mandatory setting forces users to enter data in a specific field This option adds a red exclamation mark image on the left of a mandatory field so that it is obvious to the user If the user does not edit the field they are presented with an error prompt until they comply There are three mandatory setting options Blank Not necessary e Yes Forces a user to submit data when a new issue is created This is useful to ensure that users add enough information for a new issue and do not accidentally skip or leave an important field blank Always Takes the functionality one step further by ensuring that data is entered at every step This is extremely useful for the Assigned To field so that the correct person is sent the notification on every update Without this setting an
131. ort groups address any Backups Backs up a copy of all files with a choice of including or excluding installation files Unarchive Allows you to unarchive any archived issues bX old System Message Lets you send a system message to all FIT users Shutdown Gives you the option of completing a safe server shut down Track Administration Allows you to activate create tracks by configuring templates to the system 7 1 Database Administration This feature is available to systems using the database module for making connections to a JDBC database and using the system migration feature Please see the Database Module documentation for additional information 7 2 Event Scheduling This menu is used for defining scheduled events including the following Filtered List delivery scheduled delivery of desired lists of issues Report delivery scheduled delivery of reports e Chart delivery scheduled delivery of charts e Workflow Events scheduled execution of predefined workflow rules e Scheduled backups Event Details The Event Details tab allows you to define when an event is to start running and for how long it will continue to do so Task Name You must define a name for your event This event is then available on the top of the menu for editing or deleting Start Date The day that this event is to begin Start Time The hour that this event will begin Repeating The frequency that this event will recur End Task Def
132. p localhost 10000 FIT wsdl gt on_debug sub print _ gt getId SOAP Data gt name Id gt 10 Input We can see that the following SOAP message is sent to FIT POST http localhost 10000 Accept text xml Accept multipart Content Length 448 Content Type text xml charset utf 8 SOAPAction http localhost 10000 getId lt xml version 1 0 encoding UTF 8 gt lt SOAP ENV Envelope xmlns SOAP ENC http schemas xmlsoap org soap encoding SOAP ENV encodingStyle http schemas xmlsoap org soap encoding xmlns SOAP ENV http schemas xmlsoap org soap envelope xmlns xsi http www w3 org 1999 XMLSchema instance xmlns xsd http www w3 org 1999 XMLSchema gt lt SOAP ENV Body gt lt getId xmlns gt lt mld xsi type xsd int gt 10 lt mId gt lt getId gt lt SOAP ENV Body gt lt SOAP ENV Envelope gt Output The details of the issues are returned The contents are contained in an issueStruct element which in turn contains all of the current non history fields plus issueEntry structures for each update to the issue Each issueEntry contains the values that were provided in ose updates Sample output from the Perl call HTTP 1 1 200 OK Content Length 1919 Content Type text xml charset utf 8 Client Date Tue 21 Oct 2003 02 38 11 GMT Client Peer 127 0 0 1 10000 Client Response Num 1 lt xml version 1 0 gt lt SOAP ENV Envelope xmlns xsi http www w3 org 1999 XMLSche
133. r Alphabetically O Load Order Update Sort Order Preview Closed Figure 34 FIT Adding a New Status Level or Deleting an Outdated Status Level Working With Fields so Adding and Deleting Priority Levels The following procedures outline how to add or delete priority levels by using the default priority field Please note that FIT also lets you sort how the list of priority levels will appear in the Priority drop down box on the New Issue page For more information about sorting see the section on Sorting and Previewing To add a priority level 1 On the Admin Menu page under Field Layout click the Default Fields link 2 On the Default Fields page click the Priority link 3 On the Priority Administration page type a numeric in the Id box then type a name in the value box 4 Click Add To delete a priority level 1 On the Admin Menu page under Field Layout click the Default Fields link 2 On the Default Fields page click the Priority link 3 On the Priority Administration page click the Delete link that corresponds to the priority level you want to delete 4 Click Ok Cancel to Confirm Delete Priority Administration W E High Delete 4 Medium Delete 4 E Low Delete 4 XH E Very Low Delete 4 H E2 Change Request Delete 4 H E 2 Newry a EEI N NAUN a ke D D A ID Value Add
134. r her email is received The notification reply email may read We have received your email and will respond shortly The notification reply email also contains a ticket number the issue ID appended with a security number for tracking purposes FIT then converts the originator s email contents into an issue and applies the appropriate field properties for example priority project and assigned to as defined by the mail rule Attachments to the email are converted into issue attachments and if the email was sent in HTML format it is converted to plain text FIT then assigns the issue to a FIT user and he or she receives email notification The FIT user responds to the originator copying a global address such as fit alceatech com The FIT user includes the ticket number in the subject as well as additional processing information for example closing the issue The user s response is appended to the issue history and updates are applied Anonymous Email Retrieval NOTE This feature can be particularly complex Mail rules are based on regular expressions which can be confusing at first Therefore we have outlined a few simple examples Testing should be completed with a dedicated email address for this functionality alone Testing should not be done from a personal email account because it will extract all emails sent to this account Emails that do not match any rules are simply discarded You may wish to create a c
135. r members of the same group Show Group in Notify List This option controls whether the group is available to choose in the group selection of the Notify List defaults to visible Group Special Permissions Group Security Filter You may use a filter to control access to issues rather than the normal Projects Visible setting If you select a filter here it will override the normal Projects Visible selection You can add projects to the filter if you want to add back the basic behaviour A Group Security Filter allows you to define complex group access by defining any filter you wish The filter must however be created before it can be used for the group If the filter is not desired as a drop down filter from the menu bar there is an advanced option for it to only be used for administration purposes NOTE The Group Security Filter definition is saved inside the group definition that uses it This means that any changes to the filter will not affect any groups using it unless the group is re saved Use Projects Visible This option will have the system use the Projects Visible setting from the Group Details tab even though a Group Security Filter is set to define this group This allows a filter to be used across many different groups rather then needing to define a specific filter for each group where the project is part of the filter definition Group has Read only Permissions This option will define all users of t
136. red across multiple tracks This option propagates the same change across any selected tracks so the changes do not have to be done manually again Working With Fields EJ 6 3 Field Hierarchy Field relationships between drop down lists can be created with the use of the Field Hierarchy page This feature lets you link a parent field to a child field so that any modifications to the parent field will change the list options that are available in the child field This makes sure that the values of two fields will match Multiple relationships can be created for a parent to control a number of child fields It is also possible to create levels of hierarchies so that the child field also controls a hierarchy for another relationship New Issue I Suppress Notification Submit Issue Cancel Site Details 0 Location Europe gt Site Paris gt Eiffel Tower gt Product Tower Entrance 0 Select Site O select Pl s Africa o aaia Production Group Q Asia Product o Select Australia Description EIE Europe North America South America Other Figure 37 FIT Example Field Hierarchy If a field is deleted the hierarchy must be deleted manually or users may see an error To establish field hierarchy On the Admin Menu page under Field Layout click the Field Hierarchy link On the Field Hierarchy page select a parent field from the Parent Field drop down box Sele
137. relevant General Usage Options Normal Changes to Existing Issues specifies that this rule should be checked for all requests on existing issues in the system New Entries specifies that this rule should be checked for all new issue requests Clone Entries specifies that this rule should be checked for all clone requests State Definition Pre State The prior state of an issue is checked to make sure that the rule is only used for Definition issues coming from a specific state Restrictions are used to determine what individuals are allowed to move an issue to a given state Ifa restricted user tries to move an issue to a state they are returned Restrictions an error message A workflow rule can test that a given set of requirements exist before allowing an issue to reach a given state Requirements are defined as a filter just like the actual Requirements workflow definition If the requirement filter is not passed the user is returned an error message a Table 7 Workflow Attributes Pre Requirements A filter definition that is tested before any changes are made to an issue to ensure that the requirements are met before an edit is performed If this test fails the change will not be allowed Post Requirements A filter definition that is tested to determine if the post state of the issue will meet a set of criteria after a change is made If this test fails the change will not be al
138. retrieval to work Mail rules are processed in an order defined by the user When a mail rule matches an incoming message no additional rules are compared Mail rules are based on mail headers and regular expressions Some examples of regular expressions are listed below Table 9 Examples of Common Regular Expressions Task Regular Expression Scan for all emails from terry alceatech com From terry alceatech com Scan all emails for the text Order Subject order Scan all emails from Terry containing the text Order Subject order AND From terry alceatech com Create a Catch All rule to catch everything and make sure the system does not ignore any messages To create a mail rule 1 2 3 Anonymous Email Retrieval po On the Admin Menu page under Anonymous Access click the Mail Rules link On the Mail Rule Administration page click the Mail Rules link Type a name for the rule in the Mail Rule Name box Ensure this name is symbolic and meaningful for easy recognition Type a regular expression for the mail rule in the Regular Expression box For example Subject order Select a return message from the Select a Return Message drop down box This is the message to be sent to the originator of the issue Do not choose any return message if you do not wish to send the originator an automated response Select the appropriate items from the Project Area Environment and Pr
139. roup Administration a ue e VA NW Os Reed E A ae se Ree ee 22 5 2 3 Group Details Babes 338 52 e E elses ach tiesto nae Beli ae ee 23 5 2 AManage Users Tab iiss cites cccsecsecs doses rniii a E E e E sdereeteasideves E E E EEE 23 5 2 SAdvanced Settings Tab sisirin e ar a r S E EE ERE S a ta 23 5 2 6Group E 11018 A P EA Sais E A E N EEE he 25 53 ServerConfiguration siei ein e e E E E A na eae E E 29 JASMTP Settings so 2a sce oe tien e a a dct iene wae eh ac Meee e et eee 34 5 5 Testing the Notification scnasena linden ciel EEE EE E AEE tig laced econ devs 35 5 6 Changing the Notify Dist zesire siae tik ae ee iin ee ee RE 36 SP CuUstomiZin Strings 5 ococe E Ss feocccdess T caseesnteace E E 37 XIA Lan GUAGES eeri i a es bs Pes eR Sea seek Seka a EE ec cues eda ablated tends OER te Bde 37 52 D5 amples acca cai ties cities Wiatied A RE ae Ree eA ee Ae 37 5 8 Pile Upload ice oat toni cia at eeeartesinn aici eet ie diane bid avn ee 38 59 Bulk Updater E E RO E N OEO due E E T ae achat nena aves soem ee tees 39 6 0 Working With Fields i ccesccacssceicesvecscousesnssdcencotesdsieesessectGeecessndsncasvetsestucessendedessedetessosestsuoodseesessveders 41 6L Custom Field Shrani aaea e santa bes neon ahs a si atates nao a e east estes 42 6c T TRield A tiributes E E A levhe bet op tatned sted leo ied 45 6 1 2History Attributes sc a lectin desta lene aiadeeeccth eter etile seen ES EEE EE VENSE IEE EENES 46 02 Default Ficls ses ss
140. rt FIT simply point your web browser to the appropriate URL If you are running your web browser on the same machine that you are running FIT you can probably use http 127 0 0 1 10000 or http localhost 10000 If you are running a web browser on a different machine you will want to use the name of the machine where FIT is installed and port 10000 is the default If you are not sure what you should be using check with your network administrator The URL should also now be listed in the except log located in the installation directory Configuration Steps Step 1 is to choose a template to use All templates are fully customizable so if you re not sure which template to choose pick any one for now and you can change it later Click the Next Step button when you are satisfied with your choices FIT Trials Q FIT ISSUE RESOLUTIONS SOFTWARE Please select the primary template you would like to use for your system The FIT IssueTrack template is intended for oO FIT ISSUETRACK _ organization issue management applications The FIT BugTrack template is intended for bug FIT tracking applications The FIT TestSpec template includes all of the functionality of FIT BugTrack and also O O FIT TESTSPEC includes functionality for test case documentation and tracking Please select modules you would like to enable Figure 1 Installing Track Definition Step 2 is to create an admin user for FIT so
141. rver This is particularly useful on console systems which do not have a graphics context that allows this The launch feature is enabled for new systems being set up quickly showing new admins how to connect to the server Once you are happy with your system you can certainly disable this General Options Customize your skin to one of the listed layout types This will change the headers and footers Additional designs can be discussed with us as custom Skin TO Usg changes Make sure to match the skin to an appropriate stylesheet For additional information see Appendix D Customize the default style sheet used for displaying system pages If you Stylesheet To Use create a new custom Cascading Style Sheet CSS file and place it in the FIT server directory it is also displayed in this list may require a restart Server Time Zone Changes the Server Time Zone can be overwritten by users Disable URLs And Issue IDs As Links No longer change URLs and Issue X strings to links when reading issue details Disable Confirm Delete Stop the system from prompting you every time you delete an item from the admin menu Disable Parent Child Controls Allow parents to be Closed even if a Child is still Open Set to a different URL if you are logging in from an external page so that Use oleae Login Page users go to the same location when they logout Disable Dashboard Hide the Dashboard
142. s will be added to the system dashboard rather than the administrators personal dashboard normal default Additionally the icons for editing system dashboard components become visible and the personal dashboard can not be selected Dashboard Options z System Dashboard Pe d System Dashboard Cases Opening Last Month Oct 22 2013 10 08 5 Very Low Make sure that residents arl Acknowledge Oct 26 2013 07 10 Give each resident care andl Assigned Oct 16 2013 06 17 Make sure that residents wil Acknowledge Oct 30 2013 08 22 s Oct 15 2013 07 52 24 s 2s EJ 2 2 30 Rejected Wed 11 27 No Cases on November 27 Oct 13 2013 08 46 Give or get dental care for e Oct 26 2013 07 04 Give each resident care and Oct 23 2013 05 57 BESEF Make sure that the nursing Oct 06 2013 09 41 5 Very Low Keep each resident s perso Closed Oct 11 2013 07 04 5 Very Low Give residents propor treatn occuring before the selected date 7 Sat 10 19 Provide activities to meet the needs of each resident Make sure that the nursing home area is free of dangers that cause accidents 198 Make sure that residents who cannot care for themselves receive help with eating drinking grooming and hygiene zoo Make sure that each resident who enters the nursing home without a catheter is not given a catheter unless It IS necessary Give or get dental care for each resident
143. see all the controls you must first create a rule in the summary Table 7 Workflow Attributes Summary When a request to the system is made workflow rules are read sequentially to build a master rule which will be used to control the request being made However if a rule matches the current criteria the default behavior is to jump out of this list and use the controls that were just found Rule Name Comment A simple way for you to document your rules Copy Rule allows you to make a clone of this rule for a similar purpose New Rule clears the form to create a completely new rule Continue Building Rule specifies that the properties of a rule are simply added to General Options the properties of the master rule and the system does not stop after a match to this rule is made Overwrite all settings from prior rules specifies that any attribute from a matching rule will overwrite the master setting rather than being appended to the current master set Special Purpose event other rule stops a rule from being considered in general requests to the system Instead the rule is only used by events or links from other advanced rules Disable Rule stops a rule from being used Definition The State Definition is a set of general options combined with a system filter that are used to identify when the rule will be used Issues are checked against a rule definition to see if the current rule is
144. sibilities Action Items can be grouped reviewed and summarized instantly at any time This includes details instructions attachments and anything else that is needed to comprehend or reproduce a problem that needs to be solved In addition documentation is available in the future for review or to see how similar situations were resolved in the past What is Issues Management A development team is made up of individuals with different roles abilities and responsibilities The success of a team depends on the ability they have to coordinate these roles and responsibilities and effectively pass information between each member A team will be working on a number of issues at any given time and each issue can pass through numerous states until it is successfully solved or completed This is Change Management Issues Management is the process of organizing and managing these states recording the history of the issue as it passes from one state to another Effective management provides a history of the entire process and the activities that each team member performed at a specific state When issues are properly tracked and documented individuals performing each step are able to solve problems much more effectively and the entire process becomes much easier to manage FIT encapsulates the Change process and allows team members to group and compare issues with common states or elements FIT Tracking Solutions are extremely flexible and allow c
145. ss to notify list Add To addresses to notify list Add CC addresses to notify list Interval for Checking Mail In Minutes Submit and Test Confirmation of updates Figure 56 FIT Performing Mail Server Administration Anonymous Email Retrieval 10 0 System Dashboard A full section of the FIT User Manual discusses normal dashboard functionality so there will be very little discussion about it here Instead this section discusses the differences that an administrator will see and the controls that exist for the administrator to configure a common system wide dashboard 10 1 Dashboard Access There are two options on the General tab of the System Configuration menu which are used to control access to the dashboard Disable Dashboard This is a system wide option which will disable the dashboard option for all users and all tracks Unless this is enabled users should see a Dashboard link on the main page header Login to Dashboard This option will cause all users to immediately default to the dashboard menu when they login to the system 10 2 Dashboard Controls The dashboard displays one of two component configurations being the System Dashboard which is configured by the administrator or the Personal Dashboard which can be configured by each individual user As mentioned in the user manual these two dashboard configurations can be toggled using the top two selections of the Dash
146. ssocyesdihd estes tutaveveshevtcesvessentstesdeet a Feet aa debs beatin 48 6 2 1 Disabling and Enabling Default Fields 2 00 0 ccceceesecsceeecesceseeeecesceseeeeceseeseecaeesaecaeenaeeseeaees 49 6 2 2Adding and Deleting Default Field Values oo ce eeeececesseessescecseeeseeseeeceseeerceeceseeeeeeneeeneenees 50 6 2 3Adding and Deleting Status Levels cccececcessecseesseeeceseeecesceeeeeceseeeeecseeseecaecsenaeenaeeeenrens 50 6 2 4Adding and Deleting Priority Levels ceeccccesseeseceseeseceseeeecesceseeeceeeeceeeseeseecaesseeaeenseeeentens 51 6 2 5Addine and Deleting Projects oenn ieetach epoca EEEE EE 52 6 3 Fi ld Hierarchy 2 iin AE E A E A E 54 6 3 1 Table Hierarchy Edit isisecnnronri ee irer E E cn vin eee N E T ini 55 6 3 2 Direct Hierarchy Edit 3 ws ites cece cect A Ge HR A eR ee cats 56 6A4 Field Controls iis estes cot artic eek E T 57 6 5 Field Order ireren es anI ina ge cae NKAN AE EREE EAO E EE O E O E EEEN 59 6 6 Color COGN B sers pes aee ear eaaa a a a naas e aae a n eta 60 6 7 Workflow Overview sorai ei EE EEE Hae a eis EEE AEE E NAA EA e EA EET 63 6 7 Workflow AttliDUtes enironte an an EE EE a E tein E E 64 6 7 ZOrderiis Important ei 225 50 eaa e ea E EEEE E EEE EE EE EEE EE ERA 66 6 7 3Multiple ways to do things screenen ives dates E e EEE EEE EEE dees 67 6 7 4WorkfloWw Examples nanie aaa a hie a Eei sites a a A eean aeia iai 67 A ET A Tor EEEO EA EEEE ENEE E E A T 69 6 8 1 Formula Examples troe in n e nR ERE E
147. st when an issue is updated Id list A way of listing multiple ids for other issues in the system These ids will appear as links to other issues These types are quite complex and require advanced knowledge of the system Advanced Field Types Track Association Fields Custom Fields Working With Fields 3 Custom Field Option Description Track Associations can be created using the parent and child field types These associations are 1 N relationships allowing you to link a parent issue from one track to N child issues in another track and have them displayed with field data in the associated track Additional information is available by clicking on the info icon on the top right The following image illustrates a relationship field selection En 2 Related Complaints 5 T Lon a nnn Cen ern ban ll Lien tn ts Track Association Fields Tait a Smith 755 ASSET E Edit 2 Jones Sarah 613 555 6651 Ea Edit 10 Rose Justin 604 616 6161 Ea Select New fl Complaint 19 Sharpe Tom Chang 456 678 3423 Complaint 18 Sharpe George James 456 678 3423 Complaint 17 sharpe George James 456 678 3423 Complaint 14 Worthing Peter J 61 56561 Complaint 13 Barnes Joe Clive 81 3434 Selecting from 100 most recent issues Done Appendix E has more discussion on this advanced behaviour This is used to specify a custom class which was developed for a specific custom fea
148. t Comment Field in RTF mode defaults the comment field in Rich Text format showing formatting icons and rich text display 3 Click Change Settings Working With Fields 9 Adding and Deleting Default Field Values You can add new values to any of the default fields For example you can add a new project to the default Project field to begin tracking a new project Adding and Deleting Status Levels The following procedures outline how to add or delete status levels by using the default status field To add a status level On the Admin Menu page under Field Layout click the Default Field link On the Default Field page click the Status link On the Status Administration page type a name in the empty box besid the Add button Click Add A U N To delete a status level 1 On the Admin Menu page under Field Layout click the Default Field link 2 On the Default Field page click the Status link 3 On the Status Administration page click the Delete link that corresponds to the status value you want to delete Status Administration Open Delete A H E2 Ready For Retest Delete 4 3 E e Rejected Delete H E e Deferred Delete e Closed Delete Gl Ke Note The initial status is controlled by sDefaultStatus The Hidden Displayed type is controlled by sHiddenComparison These are both configurable strings Add Sort Orde
149. te you are using Field Hierarchy Creates a parent child relationship between different fields so that modifications to the parent field change the options that are available to the child field This can greatly reduce the options ofa child field and avoid problems where the values of two fields do not match Working With Fields oa Field Layout Link Corresponding Command Field Control Enforces and or restricts field information available to FIT users Field Order Create custom field sections and customize field ordering Color Code Defines color code definitions for advanced formatting of the Main Menu page This allows you to highlight data that is important in specific columns and or rows Additional CSS Define CSS attributes that override the current CSS definitions declared in the selected CSS file Allows you to change attributes without saving a new CSS file Define rules to control field access and advanced behaviours that are dependent on Workflow issue states Rank Define the ranking escalation formula to compute rank field for ordering issues Administration Options Server Configuration SMTP Settings Customize Strings File Upload Bulk Update SOAP Functions System Info Exception Log Mail Rules Return Messages System Message Field Layout Custom Field Default Field Field Hierar Field Control Field Order Color Coding Additional CS
150. that you can login Enter a username and password that will be used to login to the system for the first time Once you are logged in you can then enter all the users you wish If you forget this password you can delete the server cfg file and start this process again When you are satisfied with the user setup click the Complete Installation button 9 FIT ISSUE RESOLUTIONS SOFTWARE Instructions e Create your administrator user to log in to your system e You can add additional users once you system is up and running User Type User Name Password Administrator Complete Installation gt Figure 2 Configuration Screen For Adding First Accounts At this point you can review your choices and you are ready to start using FIT Upon clicking the Complete Installation button you can login with one of the usernames you created and start using FIT NOTES If you would like to re run the installation process delete the file called server cfg created in the FIT directory When this file exists FIT runs in tracking mode but when it is not found FIT runs in installation mode FIT Trials pou 3 0 Logging In to FIT You can log in to FIT after you successfully setup a trial hosted system or download and configure the software application For more information about setting up a trial system see the previous chapter on FIT trials To log in to FIT 1 On the Login page type your login name
151. the Description field which describes an issue and the Assigned To field which allow users to designate an individual to investigate or resolve an issue You can adjust FIT s fields by using the field links listed under the Field Layout section of the Admin Menu page This next figure shows you some examples of fields The following figure and table define Details Project Management Requested Due Date ercent Complete Actual Completion Date the field options available for customizing in the Admin Menu page Projecti x 3 Medium Q Show Users admin E Actual Hours Parent Figure 22 FIT Default Field Layout Once you are familiar with fields and the difference between default fields and custom fields you can perform field configur ations found in the field layout options of the Administration menu Table 4 FIT Field Layout Options Field Layout Link Corresponding Command Custom Field Allows you to define custom fields for specific purposes in addition to the default fields Default Field Controls the default fields which are permanently added when a system is created These fields have specific purposes and are common to most systems If they are not desired then they must be hidden since they can not be removed The default fields are Project Area Environment Status Priority and Description depending on the templa
152. the string by typing a name in the list box that displays All corresponding fields will be automatically updated to reflect the new string Click Submit 5 8 File Upload This feature allows you to upload a file to the system so that it can be served to users This is useful for uploading images such as a logo or documents for which you wish to provide links in the FIT interface by customizing the string variables The upload feature stores files in the public folder where they can be accessed directly using http server port file along with the rest of the product If you are confused about the URL you can look at the properties of any of the other images that are being shown by FIT This feature is extremely useful if you do not have direct access to the server where FIT is running General Options E 5 9 Bulk Update Bulk updates allow you to simultaneously update the status of multiple issues within the FIT system For example if a user leaves your organization you can simultaneously assign all of his or her issues to another user The bulk update functionality is designed to work in conjunction with the filters feature Filters allow you to group issues with similar characteristics For example you can create a filter to view all issues related to user documentation or you can create a filter based on a specific username to view all issues assigned to a specific FIT user Then you can perform a bulk update on the filter
153. ther user Disable Password Cookies Do not allow your users to store their passwords as a cookie in their browser Enforce Password Reset after Change Force a user to change their password the next time they login Force Reset of All Passwords add a flag to each user profile forcing them to change their user profile the next time they use the system Unsuccessful login attempts before locking out user Number of times a userid can try to login without giving the correct password Session Timeout in Hours The inactivity time that will cause a session id to expire Email New Password Enables the feature form login pages so that users can reset their own passwords new passwords are sent to associated email address Enable Create User from Login Page option Enables an option on login page allowing new users to create a new login An option may indicate that it spans all tracks for a system In this case you do not need to set the option for each individual track as the setting is copied to all other tracks automatically Figure 16 General Options E Server General Main Menu Notification Bug Detail Security Note The options below span all tracks FIT BugTrack Server Name FIT BugTrack Port ally stop and restart the server if the port is cha FIT BugTrack IP Address Disable Auto Browser Launch 7 t trv to la n sear a maw ha ai Fi
154. tion for making new projects visible to other groups without needing to go and manually add a new project to a list of groups one at a time NOTE The list of groups can be confusing here when editing a project because the default behaviour of a group is to show all projects If you see a group selected here and you have not manually added it it is probably because it is set to see all groups NOTE This option is only available to add projects to groups You can not use this selection to remove a project from a group because groups will show a project if no groups are selected as visible Prefix You may create a prefix to be shown in front of the id for all issues in a given project Suffix You may configure a suffix to be shown next to the id for all issues in a given project Use Unique Ids This flag ensures that a given project has it s own set of ids This means that the sequential numbering of the given project solely reflects issues in that project NOTE Since a Unique project has it s own set of Ids you can not move an issue to from a unique project as it may overwrite an issue in the other project Set Next Id You can use this to set the next id for a given project All future ids will increment from this value WARNING If you set this to a value which is lower than some of your existing issues this option will overwrite existing data as the id is incremented Add To Selected Tracks In many cases a configuration is desi
155. tion that group members can access and view You can also add users to multiple groups to address more complex scenarios where specific permissions apply to various individuals Using groups also lets you create a system within your organization in which some of the information in FIT is client specific For example you can create two specific customer groups that cannot see each other or their restricted issues In addition you can hide or control access to specific fields from different user groups Group Administration Group Administration Currently editing GDManagement Group Details Manage Users Profile Settings Advanced Settings Group List Edit Group GDManagement Delete Edit Group GDUsers Delete Edit Group Management Delete Group Name GDManagement e Edit Group Master List Delete Projects Visible o C Sort Order Project2 alphabetically Project3 c Project4 Load Order Update Sort Order zl Preview GDManagement z Groups Visible o cDManagement e GDUsers E Master List ps2 Add To amma a Tracks Individuals Organizations Inquiries Initiatives Das Save Group Figure 11 Group Administration Menu The group list is listed on the right side of the group administration page The order of the page is controlled by the Sort Order setting on the bottom right You can have the groups listed alphabetically or
156. to Issues Only show edit links on the Main Menu rather than the View links beside the edit links Disable Row Highlighting Disable highlighting of rows on main menu as mouse moves over them Quick View Quick View function options when user clicks on row in the main menu Disable Child Highlighting Indent child relationships rather then highlighting them in yellow This functionality is dependent on the Show child task list for each parent option in a user s profile Disable RTF HTML Editor Disable the RTF Editor when modifying text areas Notification Default History Type for Notifications This is the history type that will be used for notifications where it can not be obtained from a user profile ie anonymous Disable Automatic Notifications to Assigned To User By default notifications are no longer sent to the Assignee of a Task regardless of whether or not the user is on the Notify List This option disables this feature Enable Attachments In Notifications Attach attachments to outgoing notification emails Enable Attachment Prompts for Email Basic Response Show attachment prompts for Email Basic Response feature on View menu Enable Attachment Prompts for Email Task Details Adds a attachment prompts to Email Details feature on View menu Attachments are emailed along with the details but not added to the issue Suppress Notifications by Default Default
157. trings in the system can be translated to any desired language If a user selects that language then the string conversions are made and the user will see translated labels and links for all the tool features In addition custom fields have a Configure Translations option which will allow the administrator to define name translations in addition to value translations if the field is a drop down list item In this case the translations are done on a line by line basis When the field is set to translate a new link is shown for setting up the translated strings The menu for making the custom field translations will look something like the following Main Menu Edit Profile New Case Configure Translations ition Ke rds lan Allegation Keywords Admin Menu S D Search fren Mots cl s Accessibility Citizenship Immigration Discriminatory Policy Differential Treatment Service Education Financial Legislative Benefits Rights License Penal Penitentiary Service Delivery Special Programs Telecommunications Transportation Differential treatment service Alternate Formats Intimidation Other Accessibilit Citoyennet Immigration Politique discriminatoire service de traitement ducation Finances Avantages droits juridiques Licence P nal p nitencier Prestation de service Programmes sp ciaux T l communications Transport service de traitem
158. try ereere a e EE E E door tr one eee 84 O 8 2 1Enabling the Anonymous Entry Feature ceccccccescesseessessececeeceseesecesceeceseeseeeeecaeeaecaeeeaeeasens 84 2 2Creating an Issue Entry Page scienee eese anie ase ie eiie e steers 85 8 3 Enabling Anonymous Querying essssessssssessersssetsrsrestenessestssestesessestestetestesesteststesetessestssestesesent 86 8 3 1Enabling the Anonymous Querying Feature s sssesseeeessesesseersserssetststseressesesseseeseesesreseeeese 86 8 3 2Greating an Issie Query Page csser ene on E e A ARAR RE 88 9 0 Anonymous Email Retrieval eeseseesesesseroeseeoesereoreesoeeesoeeorseeorsesoeeorereorseeeorereororereeesereorereoeseseeeorseeere 89 9 1 How Anonymous Email Retrieval Works 0 ccccceccesseecessessecscesseceeceaesececeseseeeeeeeeeeaeeaeecaeseeaees 89 9 2 Specifying a Return Message ccccescesccescesscesceseeeeceseeseecseescecaecsaesaeceaeeaeceeseeeseeeeeeeseeseeseecaecaeeaees 90 9 3 Setting Up Mail Rules for Anonymous Email Retrieval ecceeceeseeeeeeeeeeeeeeeeeaeeeeeaeenseeseentens 91 9 4 Configuring Your Mailbox ccceceesccssesseceecesceseeeeceneeseceseeececaeesaesaecaeeaecaesneeseeeseeeeseseeaeecaecaeeaees 92 10 0 System Dashboard csccscssscssccssessccssssssssssssescsssesssessessnessessessecnsecsscessesssnseesssssseeseessesenseseseoss 93 KO Dashboard Access iss scacesdlce E A E TE 93 10 2 Dashboard Controls s iossrsiseronenon en a e EA S al ween eae
159. ture If you are interested in a custom feature you will need to contact our support team to discuss custom development Appendix C has more examples of this advanced behaviour Custom Example com other FormulaCustomUserField allows you to define an OGNL formula for field values The Metrics section gives more examples of common uses for these advanced fields Field Name Field Type sting Advanced Field Types c Note These types are quite complex and require advanced knowledge of the system Show Context Info TextArea I Default with RTF editor enabled T Fann madenda F Checkbox Parent Track C ust i J Parent Field Display Parent Field Format Field Attributes 2 i MEES Parent Association Field Link Local Parent Field Id T Check box List Rows aa Remote Field Id C Number Decimal Places 1 Child Track Assocation Oo T Cumulative field history implied Child Track T currency Child Field Display fC T Right Align when shown in Main Menu Child Field Format C Date Field Attributes C User List options based on visible users c I Notify Selected User In List Ese Se Custom Class C Id List comma separated list of Case IDs Custom Class Formula Field Attributes I Use Full Row Label width 1 T Wrap Label I Add Blank adds blank option to the top of list type fields T Show Label Above Input I show Hint T configure Translations History
160. u The example for Individuals uses the following string 101 119 103 104 105 102 while Inquiry has nothing defined Here are the results Edit 2012 gt manager Sep 29 2013 06 15 Open 6 Change Request Subject Case of the missing cookie Individual Audrey Flynn Rencontre East Newfoundland K2N 9M6 613 771 5951 23 Shady Nectar Way Inguiry 1 Mis managed funds admin Aug 30 2013 Open 3 Medium 4 Not sure if LSC is fol admin Aug 302013 Open 3 Medium Figure 75 Customizing Relationship Fields Te Parent Field Attributes an optional list of attributes for the fields displayed to control width ie mw ID Value of the column or maximum length of text ie ml ID VALUE Notes You must add 100 to any custom field id values Substitute ID and VALUE for field id and desired width length Any id used in the field format must be listed in the fields displayed Parent Association Field Link The parent association field link will allow you to show the value for a field from another track given there is a relationship defined for the Local Parent field Id For example in our example we set Local Parent id to 101 which is a the id of the individual relationship field Then we set the remote field id to 119 which is the id of the last name custom field in the Individual track This will show then show the associated last name value for any relationship 1 1 relationships o
161. ult Fields and Descriptions Default Field Description The project field lets you group issues to a common project which helps you segregate data and can then be used by groups to limit access to relevant data Therefore groups of users can be Project limited to working on specific projects in the system Updating the project values will affect the menus that appear when creating and modifying issues If a value is deleted and issues are currently set to this value they will continue to be set to this value The status fields refer to the different states that an issue can assume The guiding principle is that each issue migrates through a series of states until it is eventually Closed The default status fields in order are Open Ready For Retest Rejected Deferred and Closed Updating these Status values will affect the menu options that appear when creating and modifying issues If a value is deleted and issues are currently set to this value they will continue to be set to this value For more information about issues see the F T User Manual available at http www fittrackingsolutions com support documentation html The priority field is used to rate the importance of an issue within the software application A unique integer value number must be specified for each priority When priorities are displayed Priority they are sorted by this numeric value This allows a team to sort issues according to importance and fix th
162. ustomers Detailed purchasing and installation information is available at http www fittrackingsolutions com pricing index html 2 1 System Requirements The system requirements for FIT are gt Minimum requirements 10M HD space 1000 issues e assuming JRE is already installed e 1G RAM gt Recommended 20G HD space plus 100M HD space per 1000 issues e 2G RAM gt Platforms Windows 95 98 ME 2000 XP Vista 2007 e Mac OSX e Linux requires Java Virtual Machine 1 6 or greater e Solaris requires Java Virtual Machine 1 6or greater Other will run on any other platform that also has Java Virtual Machine 1 18 or greater NOTE Administrators must account for space needed for any attachments FIT Trials 8 2 2 Downloading FIT In less than 5 minutes you can have a full system running on your own server To download FIT Navigate to http www fittrackingsolutions com demos trialDownload html On the Trail page type the required information Click Download FIT Now Click the Download link that corresponds to your current operating system an A QU N On Windows simply follow the prompts to download the Fit msi install file to your computer desktop On a Unix system you must save the Fit tar on your system and extract the contents using the command tar xvf Fit tar This will present you with a Fit script that you can run 6 Once the Fit msi file is on your computer desktop doub
163. verwritten Field Hierarchy This Feld Hierarchy edt page allows you to make specific updates to your field hserarchy relationships Altematively you can use a sampler table view to make Complete modifications the tables are mot too large ie 100x100 Tabie View Step 1 Choose Relationship to change Thes control allows you to load the current relationships which match a particular parent or child value Tres will update the selections below where you can proceed to Step 2 and make modiications Parent Load Matching Chadren 0 Child Load Matching Parents 3 Step 2 Make Modifications You can now match parents children to update an existing relationship or gave a complete relationship Use CTRL to sele Assigned To Project Disable Aa Customer A Dew Customer B cystus Project simpson Project2 normal Project3 pworthing Update Adding to Existing Relationships for Selected Parents readonly facasse gt slapowe tester Save Clear old Reiationsteps for Selected Parents Figure 40 FIT Creating a General Hierarchal Relationship 6 4 Field Controls The Field Control page is used to enforce and or restrict field information for different parties All control properties are set for each group allowing the creation of different roles levels and different access permissions for users Fields and Sections appear down the page in the sequential order that they are displayed in the system matching the field
164. wing table defines the general option links from that menu Once you are familiar with general options you can access the relevant general option links and perform related tasks as outlined in this section To access general options On the Main Menu page click the Admin Menu link The Admin Menu page appears from which you can access the general option links Main Menu New Task Edit Profile Closed Tasks Hidden Showing Children Administration Options Field Layout Custom Field Default Field Field Hierarchy Field Control Group Server Configuration SMIP Settings Notify List Field Order Customize Strings Color Coding File Upload Additional CSS Bulk Update Workflow Rank Advanced Anonymous Access Event Scheduling Anonymous Entry Data Import Anonymous Query Data Export MS Project Field Mapping Anonymous Email Retrieval SOAP Functions System Info Mail Server Administration Exception Log Mail Rules Backups Return Messages Unarchive System Message Shutdown Track Administration Figure 7 FIT Specifying General Options Table 1 FIT General Option Links and Corresponding Commands General Option Link Corresponding Command User Change user settings such as adding users to the user list Group Change group settings such as adding groups to the groups list Server Configuration Change the settings of the server on which
165. xt area beside the list label Each line will be an item within the list List Alphabetically will show list items in alphabetical order instead of load order List Load order is the default Checkbox List this option formats the list items as a checkbox list where rows indicates the number of rows the checkboxes should span You can see an example of this field type in the Checklist Example of the following Field Attributes section Multi Select allows multiple selections for a list Used for a custom field where a number is needed Examples 1 or 10 0 Decimal places control the accuracy desired Cumulative allows you to enter individual entries displayed in history entries and Number f shows a cumulative total in the Details section of the issue Currency will display values with a where needed Right Align will change the default alignment for a column in the main menu Used for dates For example 25 02 2000 You can control the display and input Date format using the sDateFormat and sDateFormatInput configurable strings For more information about customizing strings see the Customize Strings section of the Admin menu A drop down field whose values are the user ids in the system This matches the Assigned To field and is ideal for secondary owners or places where usernames User List may be needed Notify Selected User in List will add any selection from this list to the regular notify li

Admin Manual - FIT Tracking Solutions

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