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Redmine Cookbook

Book Description

Over 80 hands-on recipes to improve your skills in project management, team management, process improvement, and Redmine administration

About This Book

  • Efficiently install and customize Redmine for your own infrastructure, whether that be Microsoft or open source

  • Manage multiple projects with multiple teams across the globe in a standardized and effective way

  • Customize Redmine to fit your organisation's specific and unique needs

  • Who This Book Is For

    This book is for those who working in management or administrator positions who are already using Redmine or are willing to start using it for project management, tracking, collaboration, or process management. Additionally, individual developers or teams can benefit from recipes related to code repositories, bug tracking, and software project management.

    What You Will Learn

  • Make Redmine run on Microsoft SQL Server with IIS

  • Enjoy the benefits of updating the code on a real-time basis and maintaining consistency

  • Manage multiple projects and teams simultaneously

  • Leverage Redmine features to enhance team's performance

  • Use Redmine for SCRUM and Agile methodologies

  • Deploy Redmine for Service Desk

  • Customize the user experience by manually tracking the ongoing projects

  • Extend Redmine through various plugins

  • In Detail

    In a variety of online project management tools, Redmine markets itself as offering flexibility. Choosing the right management tool can mean the difference between the success and failure of a project. Flexible project management tools bend themselves to fit your needs, whether that’s communication regarding a simple project, or collaboration, or more complex project methodology such as SCRUM, or an issue-code relationship, or the need of different methodology for your project.

    Whether you are project manager or system administrator, this book provides valuable recipes to get the best possible performance out of your team, organization, infrastructure, and Redmine itself. Through a series of carefully crafted recipes covering the nitty-gritty of Redmine, you’ll be guided through the installation of Redmine, as well as how to fine-tune and customize your Redmine installation. Finally, we walk you through integrating Redmine with other softwares and databases like Tortoise SVN and Visual Studio and troubleshooting Redmine.

    Style and approach

    This book follows a step-by-step recipe-based approach. Detailed prerequisites make each recipe easy to follow and apply in practice in any kind of live environment.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

    Table of Contents

    1. Redmine Cookbook
      1. Table of Contents
      2. Redmine Cookbook
      3. Credits
      4. About the Author
      5. About the Reviewer
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Sections
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        5. Conventions
        6. Reader feedback
        7. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      8. 1. Installing and Running Redmine
        1. Introduction
        2. Default installation on an Ubuntu server
          1. Getting ready
          2. How to do it…
            1. Accessing your Redmine
          3. How it works…
          4. There's more…
          5. See also
        3. Installing from a source on Ubuntu
          1. Getting ready
            1. Database configuration
          2. How to do it…
            1. Obtaining the Redmine source files
              1. Downloading and extracting the Redmine source files
              2. The SVNcheckout method
            2. Redmine installation
          3. How it works…
          4. See also
        4. Installation on Windows servers
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. Using Puma and IIS on Windows
          1. Getting ready
          2. How to do it…
            1. Testing Puma
            2. Configuring Puma to start with Windows
            3. Configuring IIS
          3. How it works…
          4. There's more…
          5. See also
        6. Running with Apache as mod_fcgid
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Running Redmine with Phusion Passenger
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Running Redmine with Nginx and Thin
          1. Getting ready
          2. How to do it…
            1. Configuring thin
            2. Configuring Nginx
            3. Configuring Redmine for sub-uri
            4. Testing the installation
          3. How it works…
          4. There's more…
          5. See also
        9. Installing optional requirements
          1. How to do it…
            1. ImageMagick and rmagick
            2. Installing SCM binaries
          2. How it works…
          3. There's more…
        10. Using custom Ruby for Redmine
          1. Getting ready
            1. Preparing for Ubuntu servers
            2. Preparing for Cent OS servers
            3. RVM installation
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      9. 2. Customizing Redmine
        1. Introduction
        2. Customizing My page
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        3. Editing Redmine's views manually
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Customizing modules per project
          1. Getting ready
          2. How to do it…
            1. Existing projects
          3. How it works…
          4. There's more…
        5. Extending user profiles with additional data
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Customizing User roles
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Creating and using User groups
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Customizing the layout of the project entry page
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Customizing the layout of the home page
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Interacting with Redmine only through e-mail
          1. Getting ready
          2. How to do it…
            1. Linux users
            2. Windows users
          3. How it works…
          4. There's more…
          5. See also
      10. 3. Project Management with Redmine
        1. Introduction
        2. Splitting your project into phases
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Creating and using subprojects
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        4. Splitting your tasks into subtasks
          1. How to do it…
          2. How it works…
          3. There's more…
        5. Managing issue relations
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        6. Creating and using template projects
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        7. Managing multiple projects simultaneously
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        8. Creating reports on spent time
          1. How to do it…
          2. How it works…
          3. There's more…
        9. Making sure everyone is optimally loaded with work
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        10. Relating between issue and time
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        11. Using the issue-code relation
          1. Getting ready
          2. How to do it…
            1. Configuring per-tracker workflows
            2. Using the issue-code relationship via source-control
          3. How it works…
          4. There's more…
          5. See also
        12. Defining a roadmap to the release plan
          1. Getting ready
          2. How to do it…
            1. Roadmaps and versions
          3. How it works…
          4. There's more…
          5. See also
      11. 4. Improving Team Performance
        1. Introduction
        2. Keeping relevant documentation in Redmine
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        3. Putting the timeline to good use
          1. How to do it…
            1. Tracking project activity
            2. Using gravatars
          2. How it works…
          3. There's more…
          4. See also
        4. Making sure that everyone is informed
          1. How to do it…
            1. Assigning issues with watchers
            2. Assigning issues to groups
          2. How it works…
          3. There's more…
          4. See also
        5. Limiting access to some team members
          1. How to do it…
            1. Locking users
            2. Shifting roles
            3. Deleting user accounts
          2. How it works…
          3. There's more…
          4. See also
        6. Using metrics to improve team performance
          1. Getting ready
          2. How to do it…
            1. Project issue metrics
            2. Version metrics
            3. User metrics
            4. Time metrics
          3. How it works…
          4. There's more…
          5. See also
        7. Analyzing team performance through the code repository
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Using the repository module to display code differences
          1. Getting ready
          2. How to do it…
            1. Viewing the differences between two repository revisions or revisions per folder
            2. To view the code differences of a particular folder
            3. Viewing differences between two versions of the same file
          3. How it works…
          4. There's more…
          5. See also
        9. Managing multicultural teams in different time zones
          1. How to do it…
            1. Work organization
            2. Setting up Redmine multilanguage and time zone features
          2. How it works…
          3. There's more…
          4. See also
        10. Applying advanced issue-code relationships
          1. Getting ready
          2. How to do it…
          3. There's more…
          4. See also
        11. Improving Scrum meetings and backlogs
          1. How to do it…
            1. Saving time required to prepare for Scrum meetings
            2. Improving backlogs and the overall Scrum process
          2. How it works…
          3. There's more…
          4. See also
      12. 5. Regular and Planned Maintenance
        1. Introduction
        2. Starting and restarting Redmine
          1. Getting ready
          2. How to do it…
            1. Restarting Redmine under Phusion Passenger
            2. Restarting Redmine on Puma
            3. Restarting Redmine on another application server
          3. How it works…
          4. There's more…
          5. See also
        3. Checking for active Redmine processes on the server
          1. Getting ready
          2. How to do it…
            1. Checking the status of Phusion Passenger under Linux
            2. Checking servers under Windows
          3. How it works…
          4. There's more…
          5. See also
        4. Configuring backup and recovery
          1. Getting ready
          2. How to do it…
            1. Backing up the database
            2. Backing up files
            3. Restoring a backup
              1. Restoring a database
              2. Restoring files
          3. How it works…
          4. There's more…
          5. See also
        5. Checking the data dirs for possible malware
          1. Getting ready
            1. Linux machines
            2. Windows users
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Migrating and upgrading
          1. Getting ready
          2. How to do it…
            1. Migrating Redmine
          3. How it works…
          4. See also
        7. Upgrading or migrating the database behind Redmine
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Enhancing security
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Upgrading Ruby safely
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      13. 6. Performance and System Tuning
        1. Introduction
        2. Fine-tuning new project creation
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        3. Tuning authentication and auto-login features
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        4. Tuning the workflows
          1. How to do it…
          2. How it works…
          3. There's more…
        5. Setting the log level
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        6. Getting the most from a single server
          1. How to do it…
            1. Step 1: Plan your usage
            2. Step 2: Increase the number of threads or processes in the memory of your application server
            3. Step 3: Allocate more CPU and RAM for the database
          2. How it works…
          3. There's more…
          4. See also
        7. Scaling Redmine across multiple servers
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Increasing file upload size
          1. How to do it…
          2. How it works…
          3. See also
        9. Integrating Redmine with Active Directory
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      14. 7. Integrating Redmine with Other Software
        1. Introduction
        2. Exporting to Microsoft Project
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        3. Using Redmine through browser plugins
          1. How to do it…
          2. How it works…
          3. There's more…
        4. Using Redmine mobile applications
          1. Getting ready
          2. How to do it…
            1. Application installation
            2. Application configuration
          3. How it works…
          4. There's more…
          5. See also
        5. Activity monitoring through Atom feed
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        6. Embedding Redmine into a web application
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using the Redmine REST API with PHP
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        8. Using the Redmine REST API with C#
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Integrating with Tortoise SVN or GIT
          1. Getting ready
          2. How to do it…
          3. How it works…
        10. Interacting with Redmine from Visual Studio
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
      15. 8. Getting the Most Out of Scripts and Plugins
        1. Introduction
        2. Pasting images from clipboard
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more
        3. Keeping track of your clients
          1. How to do it…
          2. How it works…
          3. See also
        4. Redmine for document management
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        5. Implementing and using reoccurring tasks
          1. Getting ready
          2. How to do it…
            1. Plugin usage
          3. How it works…
        6. Practicing Kanban
          1. Getting ready
          2. How to do it…
            1. Plugin usage
          3. How it works…
          4. There's more…
        7. Importing issues to Redmine
          1. Getting ready
          2. How to do it…
            1. Plugin usage
          3. How it works…
          4. There's more…
          5. See also
        8. Using Redmine with Jenkins
          1. Getting ready
          2. How to do it…
            1. Plugin usage
          3. How it works…
          4. There's more…
          5. See also
        9. Using the assigned issues summary e-mail
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Text formatting with CKEditor
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        11. Being Agile with Agile Dwarf
          1. Getting ready
          2. How to do it…
            1. Plugin usage
          3. How it works…
          4. See Also
      16. 9. Troubleshooting
        1. Introduction
        2. Where to get help and how to get help faster
          1. How to do it…
            1. Steps to resolve problems
            2. Getting help via the Redmine forum
            3. Submitting a bug on redmine.org
            4. Chatting with other Redmine users and contributors
          2. How it works…
        3. Troubleshooting bundler installation
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        4. Troubleshooting Apache installations
          1. How to do it…
          2. How it works…
          3. There's more…
        5. Troubleshooting plugin installation
          1. Getting ready
          2. How to do it…
          3. How it works…
        6. E-mail sending issues
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. See also
        7. Incoming e-mail parsing issues
          1. How to do it…
          2. How it works…
          3. See also
        8. Recovering from system failure
          1. Getting ready
          2. How to do it…
          3. How it works…
        9. Tackling a delayed response from the server
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
      17. 10. Making the Most of Redmine
        1. Introduction
        2. How to convince management to use Redmine
          1. Getting ready
          2. How to do it…
            1. Convincing low-level management
            2. Middle management
            3. Top management
          3. How it works…
          4. There's more…
          5. See also
        3. Redmine as a Helpdesk with auto-responder
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        4. Using Redmine as a service desk platform
          1. Getting ready
          2. How to do it…
          3. How it works…
        5. Improving Redmine Security for ISO 27000
          1. Getting ready
          2. How to do it…
            1. Install and use SSL certificates
            2. Enforce all traffic to go through SSL
            3. Use only secure mail authentication and transfer
          3. How it works…
          4. There's more…
            1. Enforce password policy
            2. Protect sensitive data visible on screen
            3. Additional tips
          5. See also
        6. Redmine and SLA
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        7. KPIs inside Redmine
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        8. Using Redmine with ITIL
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
      18. Index