Chapter 1. Administrator's Guide
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Chapter 1. Administrator's Guide

Table of Contents

1. Administration Basics
1.1. Administration rights
1.1.1. The Default Administration Account
1.1.2. Defining Additional Administrators
1.2. The Administration Interface
1.2.1. Graphical User Interface
1.2.2. XML Configuration Files
1.3. Resolving Problems & Troubleshooting
2. The Administration Perspective
2.1. Administration Topics
3. Creating and Managing Projects
3.1. Creating a new Project
3.1.1. Creating a new Project from a template
3.1.2. Creating a new project by marking an existing repository folder
3.1.3. Creating a New Project In Eclipse
3.2. Modifying existing Projects
3.2.1. Accessing the Projects Table
3.2.2. Modifying Project Details
3.3. Adding and Removing Projects from Polarion Management
3.3.1. Removing a Project
3.4. Project templates
3.4.1. Why create Project Templates?
3.4.2. What's in a Template?
3.4.3. Creating a Custom Project Template
4. User Management
4.1. Users and Projects
4.2. Creating User Accounts
4.2.1. Creating a New User Account
4.2.2. Modifying Existing User Accounts
4.3. Configuring User Roles
4.3.1. Default Roles
4.3.2. Adding or Deleting a Role
4.3.3. Assigning a Role to Users
4.4. Configuring User Time-splitting
4.4.1. Accessing the Time-split Configuration
4.4.2. Assigning Split Work Time
4.4.3. Effect on Live Plan
4.5. Configuring User Permissions
4.5.1. How to modify permissions
4.5.2. Steps for different scopes
4.5.3. Restricting User Access Project by Project
4.6. Integrating Polarion ALM Server with LDAP/Active Directory
4.6.1. Configuring Subversion to Authenticate Against LDAP
4.6.2. Configuring Polarion for LDAP User Synchronization
4.7. Synchronization of Polarion Users with LDAP
4.8. Configuring Auto-creation of Users
5. Configuring the Portal
5.1. Configuring the Overview
5.1.1. Overview (repository scope)
5.1.2. Overview (project scope)
5.2. Configuring the Dashboard
5.2.1. Repository Dashboard
5.2.2. Project Dashboard
6. Configuring Work Items
6.1. Configuring Time Points
6.1.1. Creating a New Time Point
6.1.2. Editing an Existing Time Point
6.2. Configuring Categories
6.2.1. Creating a New Category
6.2.2. Editing an Existing Category
6.3. Configuring Custom Fields
6.3.1. Understanding the different configuration files
6.3.2. Mapping to Custom Fields in a Live Document
6.3.3. Required Fields
6.3.4. Removing or Changing Custom Fields
6.4. Configuring Enumerations
6.4.1. Available Enumerations
6.4.2. Configuration scope
6.4.3. Status
6.4.4. Priority
6.4.5. Hyperlink Roles
6.4.6. Work Item Link Roles
6.4.7. Work Item Types
6.4.8. Resolution
6.4.9. Severity
6.4.10. Risk
6.5. Configuring Workflow
6.5.1. Workflow Configuration Interface
6.5.2. Accessing the Workflow Designer
6.5.3. Using the Workflow Designer
6.6. Configuring Table View
6.6.1. The Configuration File
6.6.2. Accessing the Configuration Files
6.6.3. Fields Displayed as Table View Columns
6.7. Configuring Queries
6.8. Configuring Shortcuts
6.8.1. Shortcut process overview
6.8.2. Creating a New Shortcut
6.8.3. Deleting an Existing Shortcut
6.9. Configuring the Global Working Calendar
6.9.1. Accessing the Working Calendar
6.9.2. Modifying the Global Working Calendar
6.10. Configuring Planning
6.10.1. Splitting Work Items Across Time and Dependencies
6.10.2. Due Date Planning Option
6.11. Configuring Linking
6.12. Configuring Autoassignment
6.12.1. Autoassignment Example
6.12.2. Accessing the configuration file
6.13. Configuring Voting
7. Configuring Reports
7.1. Source Code Reports
7.1.1. Accessing the Configuration files
7.2. Workitem Metrics
7.2.1. Accessing the Configuration files
7.3. Package reuse
7.3.1. Accessing the Configuration files
7.4. Workitem Quality Report
7.4.1. Accessing the Configuration files
7.5. Process Quality Report
7.5.1. Accessing the Configuration files
8. Getting Started with Build Management
8.1. Quick Start: Simple Maven 2 Project
8.2. Quick Start: Maven 2 Multiproject
8.3. Quick Start: Ant Build
8.4. Quick Start: Build with Makefile
8.5. Quick Start: External Exe, Batch/Shell Script
8.6. Quick Start: Continuous Integration
9. Advanced Build Management
9.1. Build Artifacts
9.1.1. Local deployment space
9.2. Supported Build Artifacts
9.2.1. Maven 2
9.2.2. Ant
9.2.3. Shell
9.3. Build Descriptors (Definitions)
9.4. Artifacts vs. Descriptors
9.5. Build Properties
9.5.1. Built-in Properties
9.5.2. Standard Properties
9.5.3. Build Execution Properties
9.5.4. Maven 2-specific Properties
9.5.5. Ant-specific Properties
9.5.6. Shell-specific Properties
9.6. Working Directory
9.7. Auto-recognition of Build Artifacts
9.8. How to Build Specific Types of Projects
9.8.1. Eclipse Projects
9.8.2. Maven 1 Projects
9.9. Branched Artifacts
9.10. Maven-specific Information
9.10.1. Maven Profiles
9.10.2. Maven Proxy
9.10.3. Maven Repositories
9.10.4. Comparison with Stand-alone Maven
9.10.5. Under the Hood
9.11. Scheduled Builds
9.12. Integration Builds
10. Configuring Notifications
10.1. Accessing the configuration file
11. Configuring Announcements
11.1. Accessing the configuration file
11.1.1. Adding Security Permissions to Announcements
12. Configuring "My Hats"
12.1. Understanding the Configuration Files and Process
12.1.1. Configuration Directories and Files
12.1.2. Constraining Hats by User Role
12.1.3. Process Overview
12.2. Modifying an Existing Hat Configuration
12.3. Creating a New Hat Configuration
12.3.1. Example Configuration
13. Creating Scheduled Jobs
13.1. Defining and Modifying Jobs
13.1.1. Accessing the configuration file
13.2. Starting and Stopping the Scheduler
13.3. Scheduling Jobs to Run Immediately
13.4. Viewing Jobs in the Monitor
14. Backing up Polarion Data
14.1. References to installation locations.
14.1.1. Variables and equivalent paths
14.2. Project Builds
14.3. Reports
14.4. User-modified data
14.4.1. Polarion Configuration File
14.4.2. Modified installation structure
14.5. Backup Tips for Polarion Server
15. Configuring SSL Support
15.1. Installation Process
15.2. Additional Resources
16. Indexing and Reindex
16.1. Index Synchronization
16.1.1. When to Repair the Index
16.1.2. How to Rebuild the Index
17. System Tuning for Advanced Administrators

This book covers administration and configuration of Polarion after installation. Default settings are described as well as procedures for customizing the system to support the working process of your organization. You will find reference information such as user interface field descriptions and XML configuration file schemas detailed in the Administration Reference.

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3. About Polarion ALM Home 1. Administration Basics