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Project Management with dotProject

Book Description

"

A complete beginner’s guide to every aspect of setting up and administering your dotProject installation

  • Install and use the dotProject project management system

  • Customize and extend dotProject

  • Work with reports and Gantt charts

  • Configure dotProject for LDAP authentication and PostNuke

  • Customize dotProject to blend with your corporate sites

  • In Detail

    This is a comprehensive beginner’s book on dotProject and deals with the basics of implementing and configuring dotProject. It is a simple guide to setting up an internal project management solution as quickly as possible, and at zero cost. All the examples in this book are fully practical and will help you to get things done with dotProject. To make sure that you create a site that fits in with your corporate identity, the book covers customizing dotProject to personalize the look for your pages.

    dotProject is the most popular open-source project management system. It is maintained by committed volunteers with the goal of providing a project management environment with a sensible user interface free to everyone. dotProject is web-based, multi-user, multi-language-enabled software that enables you to create, track, and maintain any kind of project, although the examples in this book relate to a software project.

    This book is a complete beginner’s guide to every aspect of setting up your dotProject installation. Lee Jordan uses her experience to present real-world examples and detailed walkthroughs that get the most from this powerful project management tool.

    "

    Table of Contents

    1. Project Management with dotProject
    2. Credits
    3. About the Author
    4. Preface
      1. What This Book Covers
      2. What You Need for This Book
      3. Conventions
      4. Reader Feedback
      5. Customer Support
        1. Downloading the Example Code for the Book
        2. Errata
        3. Questions
    5. 1. Introducing dotProject
      1. What is a Project Management Application?
        1. What are the Features Required of a PMA?
      2. What is dotProject?
      3. What are the Core Features of dotProject?
        1. Core Features in Detail
      4. Why dotProject is the Right PMA for You
      5. Introducing ProjectRUs
      6. Summary
    6. 2. Installing dotProject
      1. Prerequisites
        1. Before you Install
        2. LAMP, WAMP, or WIMP?
          1. Web Server
          2. PHP
          3. MySQL
          4. Windows
          5. Browser
          6. Mail Server
          7. Fonts
          8. Memory Limit
      2. Installation
        1. Backup First
        2. Installing with an Online Control Panel
        3. Browser-Based Installation
        4. Secure your Installation with SSL
      3. Troubleshooting
        1. Database Installation Fails
            1. config.php Not Created
        2. Using a Different Web Server/OS/Setup
        3. dotProject Pages Display Differently for Me
        4. JpGraph/Gantt Fonts Error
      4. Summary
    7. 3. dotProject User Basics
      1. The dotProject Interface
        1. User Menu
          1. Help (Online)
            1. My Info
            2. Edit User Preferences (for Users)
          2. The Todo List
          3. Today
        2. Main Navigation Bar
          1. Companies
          2. Projects
          3. Tasks
          4. Files
          5. Contacts
      2. Summary
    8. 4. Getting Things Done
      1. Managing Companies
        1. Adding New Companies
          1. Viewing Companies
          2. View Company Tabs
          3. Updating Companies
            1. Preparing to Edit
            2. Updating General Company Information
          4. Adding a New Department
      2. Managing Contacts
        1. Downloading Contacts as a CSV
          1. Adding New Contacts
            1. Adding a Contact as a vCard
          2. Viewing Contacts
          3. Updating Contacts
      3. Managing Projects
        1. Adding and Editing Projects
        2. Best Practices for Creating Projects
        3. Adding and Editing Tasks
        4. Basic Task Creation
          1. Task Dates Tab
          2. Task Details Tab
          3. Task Dependencies Tab
          4. Task Human Resources Tab
          5. Task Logs
        5. File Management and Version Control
          1. Adding New Files
            1. File Repository Terms
          2. Viewing Files
          3. Updating Current Files
            1. File Checkout/Checkin
          4. Editing Files
      4. Summary
    9. 5. Administering dotProject
      1. System Administration
        1. Language Support
        2. Adding a Language to dotProject
            1. Setting Language Preferences
          1. Translation Management
            1. Editing Module Text Strings in Translation Management
        3. Preferences
          1. System Configuration
          2. General Settings
            1. Host Locale
            2. Overallocation Checking
            3. Currency Symbol
            4. Default User Interface Style
            5. Company Name
            6. Page Title
            7. Site Domain
            8. Email Prefix
            9. Admin Username
            10. Minimum Username Length
            11. Minimum Password Length
            12. Enable Gantt Charts
            13. JpGraph Locale
            14. Log Changes
            15. Check Task Dates
            16. Translation Warning
            17. Translation Alert String
            18. Daily Working Hours
            19. Show Debug Messages
            20. Allow Ticket Relinking
            21. Show All Task Assignees
            22. Edit Multiple Task Assignments
            23. Restrict Project Colour Selection
            24. Show MiniCals in Day View
            25. Calendar Start Hour
            26. Calendar End Hour
            27. Calendar Minute Increment
            28. Calendar Working Days
            29. Restrict Task Time Editing
            30. Default Module
            31. Default Submodule
            32. Default Tabbed Subview
            33. Maximum File Size for Indexing
            34. Debug Level
            35. Default File Indexing Parser, MS Word Indexing Parser, HTML File Indexing Parser
            36. PDF Indexing Parser
            37. Preserve File Settings on CI
            38. Allow Editing of Previous Versions
            39. Memory Limit for Gantt
          3. User Authentication Settings
            1. User Authentication Method
            2. PostNuke Login Also Allows Standard Login
            3. PostNuke Authentication
          4. LDAP Settings
          5. Email Settings
            1. Email Transport
            2. SMTP Host
            3. SMTP Port
            4. Host Requires Login
            5. SMTP Username, SMTP Password
            6. Queue Email for Later Sending
            7. SMTP Server Timeout
          6. Session Handling Settings
            1. Session Handler
            2. Session Idle Time
            3. Session Maximum Lifetime
            4. Scan Event Queue on Session Garbage Collection
          7. Task Reminder Settings
            1. Send Task Reminders
            2. Number of Days Warning for Due Tasks
            3. Maximum Number of Reminders to Send
          8. Default User Preferences
          9. Lookup Values
          10. Custom Fields
          11. Custom Field Notes
          12. Billing Code Table
        4. Module Management
          1. Installing Modules
          2. Activating Modules
          3. Re-Ordering Modules
        5. Administering Users
          1. Viewing Users
          2. Adding Users
          3. Editing Users
          4. Deleting Users
          5. Setting Permissions
          6. Roles
          7. Users
          8. Adding New Roles
            1. Common Permissions Setups
              1. Full Access to All Modules
          9. Administrative Roles
              1. Restricted Administrator: Users Only
              2. Restricted File Access
              3. Restricted Company Access
      2. Summary
    10. 6. Customizing the Look-and-Feel
      1. Setting User Preferences
        1. User Interface Style
          1. Finding Other Themes
      2. Custom Themes
        1. Altering an Existing Theme
          1. Changing Images
            1. Altering Icons
            2. Replacing Icons
            3. Replacing the dotProject Logo
            4. Replacing the Header Background
            5. I Don't Want to See an Image There
      3. Editing the Style Sheet
        1. Altering Existing Styles
          1. Changing Fonts
          2. Adjusting Links
          3. What Styles Should I Leave Alone?
            1. Changing the Required Body Style
            2. Replacing the Background Color with an Image
      4. Adding New Styles
        1. Tips for Creating a New Theme
        2. Customizing Module Text Strings
      5. Summary
    11. 7. Beyond Projects: Charts, Reports, and Extensions
      1. More Standard Modules
        1. Gantt Charts
          1. The Combined Projects View
          2. The Individual Project View
          3. The ToDo View-New in Version 2.1.0
        2. Project Reports
          1. Generating Reports
          2. Viewing Reports
        3. Resources
          1. Adding Resources
        4. Forums
        5. Calendar
        6. SmartSearch
        7. Backup
      2. Add-On Modules
        1. Installing Add-Ons
        2. Eventum
          1. Installing the Eventum Module
          2. Using Eventum
          3. Enabling Support Contracts in dotProject
        3. Helpdesk
          1. Installation and Configuration
          2. Using Help Desk
        4. Invoice
          1. Using Invoice
        5. TicketSmith
          1. Using TicketSmith
        6. Custom Modification and Integrations
        7. Developer Resources
        8. How do I Volunteer?
          1. What should I Know?
      3. Summary
    12. A. Upgrading dotProject
      1. Backing Up dotProject
        1. Using cPanel Backups for Easy Manual Backups
        2. Back Up the dotProject Database Automatically with Cron Jobs
        3. Backing Up the dotProject Installation Files for Automatic Upgrades
          1. Have a Rollback Plan in Place
          2. Test the Upgrade in a Development "Sandbox"
        4. Troubleshooting Upgrades
          1. Database and Install Errors After Upgrade
          2. Contacts Issues or User Details Lost During an Upgrade
    13. B. Troubleshooting
      1. Resolving Gantt Chart Errors
          1. Method 1
          2. Method 2
          3. Individual Project/Task Gantt Display Error (Fonts)