Mantis: Quick Overview

Mantis: Quick Overview......................................................................................................1

Introduction..........................................................................................................................2
User Roles............................................................................................................................3
Views...................................................................................................................................4
Main.................................................................................................................................4
My View..........................................................................................................................4
View Issues......................................................................................................................4
Report Issue.....................................................................................................................4
!an"e #o"......................................................................................................................4
$u%%ary..........................................................................................................................4
&ocs.................................................................................................................................4
Mana"e............................................................................................................................4
'dit (ews.........................................................................................................................4
My )ccount.....................................................................................................................4
#o"out..............................................................................................................................4
reatin" a *ro+ect................................................................................................................,
Reportin"- .rackin"- )ssi"nin"- / Resolvin" Issues..........................................................0
Reportin".........................................................................................................................0
.rackin"...........................................................................................................................0
)ssi"nin".........................................................................................................................0
Resolvin".........................................................................................................................0
Real1ti%e Report reation...................................................................................................2
reatin" a 3ilter...............................................................................................................2
reatin" *rinta4le Reports...............................................................................................2
*ersonali5ation.....................................................................................................................6
'dit )ccount....................................................................................................................6
)ccount *re7erences........................................................................................................6
*ro7iles...........................................................................................................................18
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Introduction
Mantis is a ;e414ased 4u"1trackin" syste%. It is desi"ned as a tool 7or I. pro+ects wit!
%ultiple users and roles. It not only allows you to track t!e pro"ress o7 issue resolution
7or %ultiple pro+ects- 4ut it also saves in7or%ation a4out all issues in a data4ase- allowin"
you to %ine data 7ro% past issues and pro+ects to<
"ain a wider perspective on t!e ti%e it takes to resolve certain issues-
!asten t!e resolution o7 si%ilar issues- and
notice patterns or repetition o7 issues a%on" %ultiple pro+ects.
Our i%ple%entation o7 Mantis can 4e 7ound at !ttp:::==so%eurl:%antis. .!e developer
!o%epa"e 7or t!e Mantis pro+ect can 4e 7ound at !ttp:::www.%antis4t.or". Mantis !as
4een released under t!e >(U >eneral *u4lic #icense
?!ttp:::www."nu.or":copyle7t:"pl.!t%l@. Our current version o7 Mantis is ==current
version.
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User Roles
3ollowin" is a list o7 user roles and partial lists o7 t!e actions t!at t!ey can per7or%
wit!in Mantis. .!is serves as an overview o7 t!e %ost i%portant 7unctionality o7 Mantis-
and s!ould not 4e taken as an eA!austive list. .!ese user1action associations are t!e
Mantis de7aults and can 4e custo%i5ed.
User Roles
Privileges: Viewer Reporter Updater Developer Manager Administrator
View issues
X X X X X X
View summary
X X X X X X
View
attacments
X X X X X X
Report issues
X X X X X
Monitor issues
X X X X X
!end reminder
to anoter
user
X X X X X
Upload "ug
#ile
X X X X X
Add "ug note
X X X X X
Add pro#ile
X X X X X
Update "ugs
X X X X
View private
news
X X X
Reopen "ug
X X X
$lose "ug
X X X
%andle &ug
X X X
'eave private
note
X X X
Update "ug
note
X X X
Delete "ug
X X X
Move "ug
X X X
!ow monitor
list
X X X
Upload pro(ect
#iles
X X
Manage
pro(ect
tresold
X X
Manage news
tresold
X X
Add users to
pro(ect
X X
$reate pro(ect
X X
Delete pro(ect
X
Manage users
X
Manage
custom #ields
X
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Views
In "eneral- t!e views !ave eit!er an Ball pro+ectsC or a speci7ic pro+ect conteAt. Dou %i"!t
stick wit! t!e Ball pro+ectsC conteAt to "et an overview o7 all o7 your pro+ects- 4ut you
would !ave to c!oose a speci7ic pro+ect to report issues and per7or% ot!er pro+ect1
speci7ic tasks.
Main
Ei"!1level su%%ary o7 open issues o7
interest to t!e particular user- plus news.
My View
Issues pertinent to t!e particular user
"rouped 4y B)ssi"ned to Me-C
BReported 4y Me-C BRecently
Modi7ied-C BUnassi"ned-C BResolved-C
and BMonitored 4y Me.C
View Issues
Issues viewed t!rou"! custo% 7ilters.
(ice screen t!at allows you to Fuickly
work wit! %ultiple issuesG 7or eAa%ple-
select all issues and assi"n t!e% to a
developer- or select a 4unc! o7 issues
and set t!e priority to !i"!.
3ro% t!is view you can also c!oose to
print reports 7or any o7 t!e issues.
Reports can 4e "enerated in 'Acel or
;ord 7or%ats- and t!ey include t!e
!istory o7 a "iven issue. $ee BReal1ti%e
Report reationC on pa"e 2 7or %ore
details.
)lso- you can use $earc!- a traditional
searc!1en"ine 7unction- or Hu%p- w!ic!
allows you to +u%p to a particular issue
nu%4er.
Report Issue
3or% to report an issue.
Change Log
!an"es in versions- i.e. 7ro% version A
to version y- !ereIs w!at c!an"ed...
Summary
) roundup o7 overall stats suc! as
nu%4er o7 open issues- resolved issues-
oldest issue- etc.
Docs
*ro+ect docu%entation t!at Mana"ers or
)d%inistrators can upload. ould 4e any
type o7 7ile. .!e custo%i5a4le li%it is set
to two %e"a4ytes.
Manage
Viewa4le only 7or )d%inistrators and
Mana"ers. .!is view allows you to
%ana"e users ?ad%in@- pro+ects ?ad%in
and %ana"ers@- and custo% 7ields
?ad%in@.
Edit News
)vaila4le only to Mana"ers and
)d%inistrators. Dou can add and edit
news ite%s !ere. .!ese ite%s can 4e
posted to all pro+ects- or individual
pro+ects.
My Account
$et account pre7erences like your
password- real na%e- e%ail noti7ication
pre7erences- and *ro7iles.
Logout
#o"s you outJ
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$reating a Pro(ect
Mantis )d%inistrators can create pro+ects. #o" in as an )d%inistrator- t!en click
BMana"e *ro+ects.C lick Breate (ew *ro+ect.C 3ill in a pro+ect na%e. !oose a status.
3or BView $tatus-C select B*u4licC i7 you want every user to see t!e pro+ect- or B*rivateC
i7 youId like to assi"n speci7ic users only to t!e pro+ect. 3or upload pat!- +ust type
B.Kdoc.C ;e could also speci7y a docu%entation directory on a network driveG t!is would
involve ensurin" t!at t!e we4 server !as write access to t!e "iven network pat!. .ype a
description in t!e &escription 7ield.
lick BMana"e *ro+ectsC a"ain- and click t!e pro+ect t!at you +ust created. Eere you will
4e a4le to set up 4u" cate"ories- user access- and version in7or%ation.
$et up 4u" cate"ories 7or t!e pro+ect 4y typin" a cate"ory na%e- t!en clickin" B)dd
ate"ory.C Dou %ay want to si%ply copy ate"ories 7ro% an eAistin" pro+ectG t!is will 4e
!andy 7or si%ilar pro+ects. $ettin" up cate"ories is key to or"ani5in" t!e types o7 issues
t!at will 4e entered. 3or eAa%ple- "eneric cate"ories %i"!t 4e B7eature reFuest-C B4u"-C
or Bnice to !ave.C Dou can t!en click t!e BeditC link neAt to t!e cate"ory na%e to
auto%atically assi"n issues associated wit! it to a particular user.
I7 t!e pro+ect is private- scroll to t!e 4otto% o7 t!e pa"e and c!oose users to "ive access
to. *rivate pro+ects are viewa4le only 4y )d%inistrators and anyone w!o !as 4een "iven
access to t!e pro+ect. Dou can also "rant a speci7ic access level 7or eac! userG so i7
so%eone is nor%ally a developer- 4ut youId like t!at person to 4e a4le to do %ore t!an
+ust work on 4u"s ?suc! as post docu%entation@- you would "rand !i%:!er BMana"erC
ri"!ts.
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Reporting) *racking) Assigning) + Resolving Issues
.!e t!rust o7 Mantis 7unctionality lies in or"ani5in" t!e process o7 issue resolution. .!ese
concepts co%ple%ent t!e day1to1day work7low o7 on"oin" pro+ects.
Reporting
) user w!o is a Reporter and a4ove can report issues to any pro+ect t!at is pu4lic- or t!at
is private and to w!ic! s:!e !as access. Report an issue 4y clickin" BReport Issue.C .!e
7ields are relatively sel71eAplanatory. I7 you are 4rowsin" Mantis in an B)ll *ro+ectsC
conteAt- youIll 4e 7orced to pick a pro+ect to report an issue 7or.
One eAcellent 7eature is t!e a4ility to upload 7iles related to an issue. $o a user can upload
a screens!ot i7 t!ere is an error alert- or i7 t!ere is a layout issue.
Tracking
.!ere are several ways o7 trackin" an issue. )s indicated in t!e BViewsC section a4ove-
you can view several issues in several di77erent ways. Dou can also click on an issue
nu%4er and c!oose BMonitor Issue.C .!is will put t!e issue into t!e BMonitored 4y MeC
section o7 BMy View.C DouIll also receive an e%ail any ti%e a c!an"e is lo""ed 7or t!at
issue ?so%e4ody updates t!e status- adds a note- etc.
)ny ti%e a user clicks on an issue nu%4er to view t!e issue details- s:!e can view and
add notes to an issue- and c!an"e t!e status. .!is is a !andy way 7or pro+ect %ana"ers to
do a Fuick1c!eck on an issue i7 t!ey need an answer 7or a client.
.!ere is also a pro+ect1level news trackin" %ec!anis% called BR$$.C .!is 7eature is
supported in 3ire7oA1 and (etscape1type 4rowsers and is also known as a Blive
4ook%ark.C In e77ect- you can Bsu4scri4eC to t!e news o7 a pro+ect- w!ic! creates a
4ook%ark1type 7older wit!in your 4rowserIs side4ar- containin" dyna%ically "enerated
s!ortcuts to recent pro+ect news ite%s. 'ac! ti%e an ite% is added to t!at pro+ectIs news-
it is also added to your 4rowserIs side4ar.
Assigning
Issues can 4e assi"ned to particular users w!o are &evelopers or a4ove. ;!en you assi"n
an issue to a user- s:!e receives an e%ail noti7ication. Mana"ers and ad%inistrators can
t!en send re%inders 7or any "iven issue to t!e person to w!o% t!e issue was assi"ned.
)lso- as %entioned a4ove in Breatin" a *ro+ect-C you can auto%atically associate an
issue cate"ory to a speci7ic user.
Reso!ing
) &eveloper can c!an"e t!e status o7 an issue to BResolved.C ) %ana"er or ad%inistrator
can %ark it as Blosed.C Ly de7ault- Resolved issues s!ow up in %ost views. losed
issues do not.
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Real,time Report $reation
;it!in t!e BView IssuesC screen- you can 7ilter data to create custo% reports. Dou can
t!en c!oose to present t!at data in eit!er M$ 'Acel or M$ ;ord.
Creating a "iter
In t!e BView IssuesC view- t!e colored siA1colu%n strip at t!e top lists your current view
7ilters. Ly clickin" any o7 t!e linked 7ilter titles- you arrive at a screen t!at lists t!e 7ilter
titles wit! dropdown %enus to allow you to speci7y values. Dou can 7ilter a view 4ased
on:
Reporter
Monitored 4y
)ssi"ned to
ate"ory
$everity
Resolution
$tatus
Eide status ?donIt s!ow@
*roduct 4uild
*roduct version
3iAed in version
*riority
View status ?pu4lic:private@
!an"ed ?last %odi7ied ti%e@
&ate
)n eAa%ple o7 a co%%on report- letIs create a report o7 all open pro+ects t!at !ave 4een
started and are still open wit!in t!e past week. !oose Resolution M open- Eide status M
closed- c!eck Buse date 7ilters-C and set t!e dates to wit!in t!e past week.
!oose B)pply 3ilter.C Dou can save t!e 7ilter i7 you like t!e results 4y clickin" B$ave
3ilter.C !oose BMake *u4licC i7 you t!ink it will 4e use7ul to ot!er users- and c!oose
B)ll *ro+ectsC i7 you want it availa4le in all pro+ects.(ow on t!e BView IssuesC screen
youIll !ave t!e option to c!oose a 7ilter 7ro% a dropdown- or %ana"e 7ilters ?to delete or
edit t!e%@.
)not!er co%%on 7ilter %i"!t 4e one to view B)ssi"ned to %ysel7 ?or unassi"ned@C and
!ide BresolvedCG i7 youIre lookin" 7or so%et!in" to do- +ust View Issues wit! t!at 7ilterJ
Creating #rinta$e Reports
(ow t!at you !ave 7iltered your view o7 Issues- you can create a printa4le report in eit!er
'Acel or ;ord 7or%at. !oose B*rint reports.C On t!e resultin" screen- youIll see your
list o7 issues. )4ove t!at list- youIll see 7our icons: )n eAcel icon- an I' icon- a ;ord
icon- and anot!er I' icon.
lick t!e 'Acel icon and save t!e 7ile to your !ard drive. .!is report is a colu%nar view
o7 t!e issues. .!is report is custo%i5a4le t!rou"! t!e B*rint OptionsC screen- on w!ic!
you can c!eck or unc!eck t!e data 7ields you want displayed on t!is report.
239943624.doc *a"e 2 2:16:2814
lick t!e ;ord icon and save t!e 7ile to your !ard drive. .!is report is a nicely 7or%atted-
ta4le1type view. Eowever- it is not custo%i5a4le- so you %ay 4e stuck wit! e%pty data
7ields- or ones t!at you are not interested in.
.!e I' icons si%ply open reports in t!e 4rowser window in !t%l 7or%at wit! presu%a4ly
M$1speci7ic E.M# encodin". .!is is appropriate 7or Fuick printin".
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Personali-ation
) user clicks BMy )ccountC to personali5e !is:!er settin"s.
Edit Account
On t!is screen- you can c!an"e your password- e%ail- and real na%e.
Account #re%erences
.!is detailed screen allows you to set t!e a%ount o7 detail you will work wit! 4y de7ault-
and your pre7erences 7or e%ail noti7ications.
Option .at it does/is Possi"le values
Default Project lets you set which project view
you will have when you log on
Dropdown list of project
names
Advanced Report will allow you to enter more
detailed reports of issues.
Youll have the chance to put
in custom platform/!
information" and enter the
steps it ta#es to reproduce a
$ug
%hec#ed&yes
'nchec#ed&no
Advanced (iew
Advanced 'pdate
Refresh Delay num$er of minutes $efore a
page refreshes and loads new
data. )en minutes is the
shortest amount of time for
this feature.
'ser*defined num$er" +, or
a$ove.
Redirect Delay num$er of seconds until you
are directed $ac# to a given
page after ma#ing a change.
-or instance" if you add a
news item" you will get a
confirmation page that will
redirect you in . seconds $ac#
to the news page.
'ser*defined num$er
/mail on new when a new issue is entered
for a project. 0f an issue is
added and meets your severity
criteria 1i.e. 2major3 or worse4"
youll get notified.
%hec#ed&yes
'nchec#ed&no
plus5
!everity dropdown 1to set
severity threshold4
/mail on assigned when an issue is assigned to
you
2
/mail on feed$ac# when an issue assigned to you
has received new feed$ac#
2
/mail on resolved when an issue assigned to you
has $een resolved
2
/mail on closed when an issue assigned to you
have $een closed
2
/mail on reopened when an issue assigned to you
that was previously closed has
2
239943624.doc *a"e 6 2:16:2814
Option .at it does/is Possi"le values
$een reopened
/mail on note added when a new note has $een
added to an issue assigned to
you
2
/mail on status change when the status of an issue
assigned to you has $een
changed
2
/mail on priority change when the priority of an issue
assigned to you have $een
changed
2
/mail notes limit 'ser*defined num$er
6anguage will change the language of
7antis. )his will not" however"
translate anything that has
$een typed in as /nglish8
%hinese" %9ech" %roatian"
Danish" Dutch" /nglish"
/stonian" -innish" -rench"
:erman" ;ungarian" 0talian"
<apanese" =orean" 6atvian"
6ithuanian" >orwegian" Polish"
Portuguese" Romanian"
Russian" !er$ian" !lova#"
!lovene" !panish" !wedish"
)ur#ish" '#rainian
#ro%ies
Eere you can add in7or%ation a4out your co%puter to aid in trou4les!ootin". )dd your
plat7or%- O$- version- and additional in7or%ation ?suc! as user a"ent- %edia player
version- etc.@ and click B)dd *ro7ile.C Dou can t!en "o to t!e dropdown %enu and c!oose
t!at pro7ile- t!en select BMake de7aultC and click B$u4%it.C )ny issue you report will
now !ave t!at in7o attac!ed to it. Dou can add %ultiple pro7iles to acco%%odate testin"
on di77erent co%puters.
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