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Redmine Cookbook
Redmine Cookbook

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

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Redmine Cookbook

Chapter 2. Customizing Redmine

This chapter covers the following Redmine customization features:

  • Customizing My page
  • Editing Redmine's views manually
  • Customizing modules per project
  • Extending user profiles with additional data
  • Customizing User roles
  • Creating and using user groups
  • Customizing the layout of the project entry page
  • Customizing the layout of the home page
  • Interacting with Redmine only through e-mail

Introduction

Now that you have successfully installed and run Redmine, let's focus on customizing Redmine's functionality, workflows, and user experience. Recipes are based upon the English translation of Redmine. However, unless templates are modified, user interface elements should stay the same in all languages, except if Arabic is chosen, in which case Redmine displays the screen in RTL manner. Translations of Redmine are done well, and you won't have trouble using these recipes when they are translated to your or your user's languages.

Note

Redmine's layout is flexible and can be influenced by custom themes, so the position of User Interface (UI) elements on screen may be different from theme to theme.

Customizing My page

In Redmine, My page is a feature that can be personalized for each user individually. My page is intended to be customized and used as a shortcut or dashboard, letting users organize a visual layout on their own in order to help them be more productive.

How to do it…

To customize My page perform the following actions:

  1. Click the My page link that is located at the top right corner next to Home.
  2. After navigating to My page, click Personalize this page, located on the right-hand side of the browser window below the search box.

The following picture shows a blank My Page; the arrow on right side points to the My page block drop-down list:

How to do it…

My page blocks contain the following blocks: Issues assigned to me, Reported Issues, Watched issues, Latest news, Calendar, Documents, and Spent time.

To add some of these blocks, choose the block that you like and click Add. After this, you will be able to drag this block in one of three designated areas that are displayed as dashed outbox...

Editing Redmine's views manually

In its essence, Redmine is a Ruby on Rails web application, and it's open source. This means that you can edit its code, distribute it, or do anything else, as long as it complies with GNU General Public License v2 (GPL). So, for this recipe, we are going to add a company logo to the top left just below the top navigation row that contains Home and other links.

Getting ready

Make sure that you have access to the files and folders of your working Redmine installation.

How to do it…

Adding a company logo can be done in two ways. One is to customize the CSS theme and the other is to edit the base template manually. To edit the base template and add a logo or some other content, which will be visible on all pages, open /app/views/layouts/base.html.erb in your favorite code editor and find a line that looks like this:

  <h1><%= page_header_title %></h1>

Replace it with the following content:

<!--<h1><%= page_header_title...

Customizing modules per project

Ensuring that flexibility comes first, Redmine's projects are flexible in the sense of modules. So, modules that are going to be used in a project can be chosen on a per-project basis.

Getting ready

Make sure that your Redmine user has permissions to create and edit projects.

How to do it…

Modules are chosen immediately at the formation of a new project or later in the Project Settings tab. Please keep in mind that your users will see modules only if their roles are granted permission. To create a new project and choose modules for it, perform the following steps:

  1. Click the Projects link at top left of the screen in the main Redmine menu.
  2. After this, click New project, and you will get a screen that looks like the following:
    How to do it…

Just below the required project details section is a Modules section with checkboxes and module names. To turn the module on and off, just tick or untick the checkbox.

Existing projects

Modules can be activated or deactivated even...

Extending user profiles with additional data

In the spirit of flexibility, Redmine lets users customize various objects inside the application. The objects can be: user, group, project, activity, version, document, spent time, issue priority, or document category. This recipe applies to any object.

Note

The custom fields feature is extremely important. It lets users customize Redmine to fit various purposes.

For example, you can change the type of tracker from Bug to Virtual server and extend this tracker with custom fields, such as RAM or Disk size, and keep track of your virtual servers. Then, you can use filtering features to find all the servers using Windows or any other custom fields that you figured out you need in your Redmine implementation.

Getting ready

Make sure that you have administrative permissions on the Redmine system. If you have them, the Administration menu item will be visible at the top left, prior to the Help link.

How to do it…

To create new custom field for User...

Customizing User roles

User roles can be customized, and one user can be, for example, Manager on one project and Developer on another. Role customization is reflected in privilege customization.

Scenario: we are going to create a new role, called Collaborator, that has the same permissions as Manager, but the only difference is that Collaborator can't create new issues.

Getting ready

Make sure you have administrator permissions in Redmine.

How to do it…

Navigate to Administration | Roles and Permissions. Once clicked, the Roles and Permissions initial form is loaded. From here, you can customize existing roles, add new ones, or take a look at Permissions report. To create a new role, we are going to copy the Manager role by clicking the Copy button. Once clicked, the New role form will be visible with Name of the role starred as a required value. Enter the Collaborator name value and tick boxes as displayed in the following image:

How to do it…

Once you have created a new role, it becomes available...

Introduction


Now that you have successfully installed and run Redmine, let's focus on customizing Redmine's functionality, workflows, and user experience. Recipes are based upon the English translation of Redmine. However, unless templates are modified, user interface elements should stay the same in all languages, except if Arabic is chosen, in which case Redmine displays the screen in RTL manner. Translations of Redmine are done well, and you won't have trouble using these recipes when they are translated to your or your user's languages.

Note

Redmine's layout is flexible and can be influenced by custom themes, so the position of User Interface (UI) elements on screen may be different from theme to theme.

Customizing My page


In Redmine, My page is a feature that can be personalized for each user individually. My page is intended to be customized and used as a shortcut or dashboard, letting users organize a visual layout on their own in order to help them be more productive.

How to do it…

To customize My page perform the following actions:

  1. Click the My page link that is located at the top right corner next to Home.

  2. After navigating to My page, click Personalize this page, located on the right-hand side of the browser window below the search box.

The following picture shows a blank My Page; the arrow on right side points to the My page block drop-down list:

My page blocks contain the following blocks: Issues assigned to me, Reported Issues, Watched issues, Latest news, Calendar, Documents, and Spent time.

To add some of these blocks, choose the block that you like and click Add. After this, you will be able to drag this block in one of three designated areas that are displayed as dashed outbox in...

Editing Redmine's views manually


In its essence, Redmine is a Ruby on Rails web application, and it's open source. This means that you can edit its code, distribute it, or do anything else, as long as it complies with GNU General Public License v2 (GPL). So, for this recipe, we are going to add a company logo to the top left just below the top navigation row that contains Home and other links.

Getting ready

Make sure that you have access to the files and folders of your working Redmine installation.

How to do it…

Adding a company logo can be done in two ways. One is to customize the CSS theme and the other is to edit the base template manually. To edit the base template and add a logo or some other content, which will be visible on all pages, open /app/views/layouts/base.html.erb in your favorite code editor and find a line that looks like this:

  <h1><%= page_header_title %></h1>

Replace it with the following content:

<!--<h1><%= page_header_title %></h1&gt...

Customizing modules per project


Ensuring that flexibility comes first, Redmine's projects are flexible in the sense of modules. So, modules that are going to be used in a project can be chosen on a per-project basis.

Getting ready

Make sure that your Redmine user has permissions to create and edit projects.

How to do it…

Modules are chosen immediately at the formation of a new project or later in the Project Settings tab. Please keep in mind that your users will see modules only if their roles are granted permission. To create a new project and choose modules for it, perform the following steps:

  1. Click the Projects link at top left of the screen in the main Redmine menu.

  2. After this, click New project, and you will get a screen that looks like the following:

Just below the required project details section is a Modules section with checkboxes and module names. To turn the module on and off, just tick or untick the checkbox.

Existing projects

Modules can be activated or deactivated even for existing...

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Key benefits

  • 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

Description

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.

Who is this book 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
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ISBN-13 : 9781785286131
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Table of Contents

11 Chapters
1. Installing and Running Redmine Chevron down icon Chevron up icon
2. Customizing Redmine Chevron down icon Chevron up icon
3. Project Management with Redmine Chevron down icon Chevron up icon
4. Improving Team Performance Chevron down icon Chevron up icon
5. Regular and Planned Maintenance Chevron down icon Chevron up icon
6. Performance and System Tuning Chevron down icon Chevron up icon
7. Integrating Redmine with Other Software Chevron down icon Chevron up icon
8. Getting the Most Out of Scripts and Plugins Chevron down icon Chevron up icon
9. Troubleshooting Chevron down icon Chevron up icon
10. Making the Most of Redmine Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
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