Note

- The screens described below are restricted to users with administrator profile.
- Users with others profiles can have access whether access rights is granted.

# Administration console

Administration console allows to execute administration tasks on application.

Section: Background tasks

- Allows to start and stop background task is a specific threaded treatment that regularly checks for indicators to generate corresponding alerts, warnings and automatic import when needed.

Section: Send an internal alert

- Allows to send an internal alert to users.

Section: Manage connections

- Allows to force disconnection of active users and close the application for new connections.

> Button: Disconnect all users

> - Allows to disconnect all connected users except your own connection.
> - The application status is displayed below.

> Note

> - Disconnection will be effective for each user when his browser will ckeck for alerts to be displayed.
> - The delay for the effective disconnection of users will depend on the parameter “delay (in second) to check alerts” in Global parameters screen.

> Button: Open/Close application

> - Allows to open and close application.
> - When the application is closed the message below will appear on login screen.

Section: Maintenance of Data

- The administrator has the possibility to:
  - Close and delete sent emails and alerts.
  - Delete history of connections.
  - Updating references for any kind of element.

Section: Log files maintenance

- The administrator has the possibility to:
  - Delete old log files.
  - Show the list and specific log file.

# Audit connections

- Audit connection proposes a view of “who is online”.

Note

- The administrator has the possibility to force the disconnection of any user (except his own current connection), see: Administration console.

# Global parameters

Global parameters screen allows configuration of application settings.

Note

Tooltip

- Moving the mouse over the caption of a parameter will display a tooltip with more description about the parameter.

GENERAL SECTION 1: Work time

Section: Daily work hours

- Definition of regular “work hours”.
- Used to calculate delays based on “open hours”.

Section: Open days

- Possibility to define the working days in the company.

  - For each day of the week, you can choose between open days or off days.

  Note

  - This parameter are taken into account in : working days on calendars, the working days on the calculation and the display ,the working days on the display of real work allocation.

Section: Units for work

- The parameters to real work allocation and workload.

> Fields: Unit for real work allocation and for all work data

> - Definition of the unit can be in days or hours.

> Note

> - If both values are different, rounding errors may occur.
> - Remember that data is always stored in days.
> - Duration will always be displayed in days, whatever the workload unit.

> Number of hours per day

> - Allows to set number of hours per day.

Section: Real work allocation

- Defines behavior of tasks in the real work allocation screen.

> Display only handled tasks

> - Display only tasks with “handled” status.

> Set to first ‘handled’ status

> - Change status of the task to the first “handled” status when real work is entered.

> Set to first ‘done’ status

> - Change status of the task to the first “done” status when no left work remains.

> Max days to book work (warning) :

> - Number of days that user can enter real work in the future before getting a warning.

> Note

> - this parameter does not apply to administrative projects

> Max days to book work (blocking)

> > - Number of days that user can enter real work in the future. This limit is blocking.

> Note

> - this parameter does not apply to administrative projects

> Alert resource on input done by someone else

> - Select your type of alert : Internal, Email, both or none.

GENERAL SECTION 2 : Activity

Section: Planning

- Specific parameters about Gantt planning presentation.

> Show resource in Gantt

> - Select if the resource can be displayed in a Gantt chart, and format for display (name or initials).

> Max projects to display

> - Defines maximum number of projects to display.
> - To avoid performance issues.

Section: Tickets

Only responsible works on ticket

- Only responsible can enter some real work on the ticket.

Display ticket at customer level * Display of tickets on the Customer screen and on the Contacts screen

Section: Organization

Section: Automation

Consolidate validated work & cost

- Select if validated work & cost are consolidated on top activities and projects :
  - Never : Not consolidate
  - Always : Values are replaced on activities and project.
  - Only is set : Replaces values, only if not already set.

Section: Milestones

Milestone Management on Requirements, Tickets, Product Versions, Incomings, Deliverables and Deliveries. It updates the target (planned) date of the element from the planned date of the milestone.

It optionally allows you to link the element and the milestone (to get the list of linked elements from the milestone view)

It optionally allows you to automatically retrieve the milestone from the milestone of the Project Version. .. rubric:: Section: Controls and restrictions

GENERAL SECTION 3 : Display

Section: Display

Section: Localization

Section: Default values for user parameters

GENERAL SECTION 4 : Miscellaneous

Section: Format for reference numbering

- Allows to define reference formats for items of element, documents and bills. * Prefix : can contain {PROJ} for project code, {TYPE} for type code, {YEAR} for current year and {MONTH} for current month.

Section: Document reference format

- Format : can contain {PROJ} for project code, {TYPE} for type code, {NUM} for number as computed for reference, and {NAME} for document name.
- Suffix : can contain {VERS} for version name.

Section: Bill reference format

Section: Product and Component

GENERAL SECTION 5 : Mailing

Section: Emailing

Section: Mail titles

Section: Automatic emails grouping

E-mail sending delay: possibility not to send emails in a row, but to delay them to send only one message if several changes generating an emails send are made in a short time.

Section: Test email configuration

GENERAL SECTION 6 : Authentication

Section: Ldap management parameters

- Information about LDAP connection and behavior on creation of new user from LDAP connection.

Section: User and password

- Security constraints about users and passwords.

GENERAL SECTION 7 : Automation

Section: Management of automated service (CRON)

Parameters for the “Cron” process.

Defined frequency for these automatic functions

- It will manage :
  - Alert generation : Frequency for recalculation of indicators values.
  - Check alert : Frequency for client side browser to check if alert has to be displayed.
  - Import : Automatic import parameters as below.

Section: Automatic import of files

Warning

Cron working directory

Should be set out of web reach.

Warning

Directory of automated integration files

Should must be set out of web reach.

Section: Automatic import of replies to emails

Defined parameters for the “Reply to” process

- It will manage connection to IMAP INBOX to retrieve email answers.

Note

Email input check cron delay

- Delay of -1 deactivates this functionality.

Note

IMAP host

- Must be an IMAP connection string.
- Ex: to connect to GMAIL input box, host must be: {imap.gmail.com:993/imap/ssl}INBOX

Section: Generation of alerts if real work is not entered

- Specific parameters about alerts.

> Send reminder on

> - Select a day if you want send a reminder.

>   > Note

>   > - It is possible to choose every day or never.

> Send reminder at

> - Select the hour when you want receive the reminder.

> Control input up to

> - Select when you want to be controlled, current day, previous day or next days.

> Number of days to control

> - Choose how many days will be controled

>   Note

>   - All days of the week, open or off days are taken into account.
>   - Off days in real work allocation will not send you an alert.

> Send alert to resource

> - Select how send alert to ressource, Internal alert, email, both or none.

> Send alert to project leader

> - Select how send alert to project leader

> Send alert to team manager

> - Select how send alert to team manager

Section: Automatic planning calculation

GENERAL SECTION 8 : System

Section: Files and directories

Definition of directories and other parameters used for Files management.

Warning

Attachments Directory

Should be set out of web reach.

Warning

Temporary directory for reports

Must be kept in web reach.

Section: Document

Definition of directories and other parameters used for Documents management.

Warning

Root directory for documents

Should be set out of web reach.

Section: Localization data

- Charset to save files on server

  > Keep empty for Linux servers, files names will be stored in UTF8. For windows OS server, define charset as “windows-1252” (for western europe) or similar corresponding to your localization.

- Separator for CSV files (on export and export)

Section: Miscellaneous

- Auto check (or not) for existing new version of the tool (only administrator is informed);

Section: PDF export

- Memory limit for PDF generation.

Section: SSL connection to database

- SSL Key

- SSL Certification

- SSL Certificate Authority

- Enter patch to corresponding files to enable SSL connection to the database.

  Warning

  Take care that these files must exist and be valid SSL files.

  If values are incorrect, the application will not work any more, and you’ll have to manually fix parameters in the database.

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Print Gantt with ‘old style’ format

- Propose possibility to display “old style” Gantt.
- May cause performance issues, but could fix some display issue on browsers.

Apply strict mode for dependencies

- Defines if a task can begin the same day as the preceding one.

Section: Responsible

- Behavior about management of responsible, including automatic initialization of responsible.

> Auto set responsible if single resource

> - Automatically set responsible if not set and only one resource if allocated to the project.

> Auto set responsible if needed

> - Automatically set responsible to current resource if not set and the responsible is required (depending on status).

Section: Display

- Selection of graphic interface behavior and generic display parameter for users.
- Icon size are default : user can overwrite these values

Section: Management of automated service (CRON)

Automatic import

Field: Automatic import cron delay

Field: Directory of automated integration files

Field: Log destination

Field: Mailing list for logs

Section: Emailing

Parameters to allow the application to send emails.

Section: SSL connection to database

Section: Mail titles

- Parameters to define title of email depending on event (1).

(see: Special fields)

## Special fields

Special fields can be used in the title and body mail to be replaced by item values :

- ${dbName} : the display name of the instance
- ${id} : id of the item
- ${item} : the class of the item (for instance “Ticket”)
- ${name} : name of the item
- ${status} : the current status of the item
- ${project} : the name of the project of the item
- ${type} : the type of the item
- ${reference} : the reference of the item
- ${externalReference} : the external reference of the item
- ${issuer} : the name of the issuer of the item
- ${responsible} : the name of the responsible for the item
- ${sender} : the name of the sender of email
- ${sponsor} : the name of the project sponsor
- ${projectCode} : the project code
- ${contractCode} : the contact code of project
- ${customer} : Customer of project
- ${url} : the URL for direct access to the item
- ${login} the user name
- ${password} the user password
- ${adminMail} the email of administrator